Commit Graph

359 Commits

Author SHA1 Message Date
Dotta bfe6369ef5 Guard cheap recovery model usage (#6371)
## Thinking Path

> - Paperclip is the control plane that coordinates AI-agent work
through issues, heartbeats, comments, approvals, and auditable recovery
paths.
> - The affected subsystem is heartbeat/recovery orchestration,
especially the optional cheap model profile used for operational
recovery overhead.
> - Cheap recovery should repair status and liveness, but it must not
become the worker lane that writes deliverables, continues source work,
or propagates cheap execution hints into downstream retries.
> - The gap was that cheap-profile hints could follow recovery wake
contexts and assignment overrides farther than intended, making real
work eligible to run on the cheap model.
> - This pull request separates status-only cheap recovery from normal
source-work continuations, adds route guards for deliverable mutations
during cheap status-only runs, and documents the invariant.
> - The benefit is safer retry/recovery behavior: cheap runs can clean
up control-plane state, while any remaining source work resumes through
a normal/original model path.

## What Changed

- Added recovery model-profile work classes so status-only recovery
carries explicit guard context and normal-model continuations scrub
cheap hints.
- Updated heartbeat, productivity review, liveness continuation, and
recovery service wakeups to request cheap only for bounded status-only
recovery work.
- Blocked cheap status-only recovery runs from writing issue documents,
plans, attachments, work products, or assigning downstream work back to
`modelProfile: "cheap"`.
- Added/updated server tests for cheap profile propagation,
artifact/document guards, route authorization, retry scheduling, and
successful-run handoff behavior.
- Documented the recovery model-profile lane in
`doc/SPEC-implementation.md` and `doc/execution-semantics.md`.
- After rebasing onto current `public-gh/master`, stabilized the new
`InstanceSidebar` plugin-filter tests so the PR check lane stays green.

## Verification

- Local: `pnpm exec vitest run --config vitest.config.ts
src/services/recovery/model-profile-hint.test.ts
src/__tests__/issue-agent-mutation-ownership-routes.test.ts
src/__tests__/issue-document-restore-routes.test.ts` from `server/` - 3
files, 37 tests passed after final edits.
- Local: `pnpm exec vitest run --config vitest.config.ts
src/__tests__/heartbeat-process-recovery.test.ts` from `server/` - 44
tests passed after rerunning the cleanup-sensitive file alone.
- Local: `pnpm --filter @paperclipai/ui exec vitest run
src/components/InstanceSidebar.test.tsx` - 4 tests passed.
- Local: `pnpm --filter @paperclipai/server typecheck` - passed.
- Local: `pnpm --filter @paperclipai/ui typecheck` - passed.
- PR checks on latest head `6f8c3b1380f5bd872c6f49f6f7188ecf3bb6d263` -
all green, including `verify`, build, typecheck,
server/general/serialized tests, e2e, Snyk, and policy.
- Greptile: pass 3 returned Confidence Score 5/5 with zero unresolved
Greptile review threads.

## Risks

- Medium risk: recovery behavior is intentionally stricter, so any path
that incorrectly relies on cheap recovery to keep doing source work will
now need to hand back to a normal-model run.
- Low migration risk: no schema changes.
- No product UI changes; the UI file touched is a test-only
stabilization after rebasing onto current `master`.

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

## Model Used

- OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool use and
local code execution enabled; context window not exposed in this
environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A: no product UI changes)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-19 13:46:02 -05:00
Dotta 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 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 b947a7d76c [codex] Improve local plugin development workflow (#5821)
## Thinking Path

> - Paperclip is the control plane for autonomous AI-agent companies.
> - Plugins are the extension point for adding capabilities without
expanding the core product surface.
> - Local plugin development needed a tighter CLI-first loop so plugin
authors can scaffold, run, install, inspect, and reload plugins without
reaching into internal package paths.
> - The server plugin install path also needed local-path handling that
keeps plugin identity, dashboard routes, and development watchers
coherent.
> - This pull request adds the CLI scaffold/install workflow, fixes the
server and SDK edge cases that blocked that loop, and updates the
agent-facing plugin creation skill and docs.
> - The benefit is that contributors can develop plugins from local
folders with a documented, repeatable happy path.

## What Changed

- Added `paperclipai plugin init` coverage and CLI wiring for local
plugin scaffolding.
- Improved local plugin install handling, plugin key route resolution,
dashboard capability behavior, and dev watcher startup/reload behavior.
- Fixed plugin SDK worker entrypoint validation for symlinked package
layouts.
- Added targeted tests for plugin init, server plugin authz/watcher
behavior, SDK worker host validation, and the authoring smoke example.
- Added a short local plugin development guide and refreshed the plugin
authoring guide plus `paperclip-create-plugin` skill instructions.

## Verification

- `pnpm run preflight:workspace-links && pnpm --filter
@paperclipai/plugin-sdk build && pnpm --filter
@paperclipai/create-paperclip-plugin typecheck && pnpm --filter
paperclipai typecheck && pnpm --filter @paperclipai/plugin-sdk typecheck
&& pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run --project paperclipai
cli/src/__tests__/plugin-init.test.ts`
- `pnpm exec vitest run --project @paperclipai/plugin-sdk
packages/plugins/sdk/tests/worker-rpc-host.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/plugin-dev-watcher.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/plugin-routes-authz.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm --dir packages/plugins/examples/plugin-authoring-smoke-example
test`
- Confirmed `pnpm-lock.yaml` is not included in the PR diff.

## Risks

- Medium risk: this touches plugin install routing, CLI command
behavior, and the local development watcher.
- Local path plugin installs execute trusted local code by design; the
new docs call out that trust boundary.
- 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 coding agent, tool-enabled local shell and git
workflow, medium reasoning effort. Context window details were 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

UI screenshots: not applicable; this PR changes CLI/server/plugin docs
and tests, not board UI rendering.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-12 17:38:24 -05:00
Dotta 0808b388ee [codex] Add source-scoped recovery actions (#5599)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies, where work
must end with a clear disposition rather than ambiguous agent liveness.
> - Recovery currently detects stalled or missing-next-step issues, but
source issue recovery can become split across child recovery issues,
blockers, and comments.
> - That makes it harder for operators and agents to see who owns
recovery and what exact action is needed on the original issue.
> - Source-scoped recovery actions give the original issue a first-class
active recovery state with owner, evidence, wake policy, and resolution
outcome.
> - This pull request adds the recovery-action data model, backend
reconciliation and resolution APIs, and board UI indicators/actions.
> - The benefit is clearer stalled-work recovery without losing source
issue context or relying on comments as the liveness path.

## What Changed

- Added the `issue_recovery_actions` schema, shared
types/constants/validators, and an idempotent
`0084_issue_recovery_actions` migration ordered after current `master`
migrations.
- Updated stranded/missing-disposition recovery to create source-scoped
recovery actions, wake the recovery owner on the source issue, and avoid
locking the source issue for recovery-action wakes.
- Added API support for reading active recovery actions on issue
detail/list surfaces and resolving them with restored, blocked,
cancelled, or false-positive outcomes.
- Require blocked recovery resolutions to have an unresolved first-class
blocker, and removed the UI shortcut that could mark recovery blocked
without a blocker selection path.
- Surfaced recovery indicators/actions in the issue UI, blocker notices,
active run panels, issue rows, and Storybook coverage.
- Updated docs and focused tests for recovery semantics, ownership,
races, stale comments, and UI behavior.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts`
— 5 files, 72 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering check.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- Follow-up verification after blocker-resolution guard: `pnpm exec
vitest run server/src/__tests__/issue-recovery-actions.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/api/issues.test.ts` — 3 files, 27 tests passed.
- Follow-up `pnpm --filter @paperclipai/server typecheck` — passed.
- Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed.
- UI states are available in
`ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot
capture helper is `scripts/screenshot-recovery-card.cjs`.

## Risks

- Medium: recovery behavior changes from child recovery issue ownership
toward source-scoped actions, so operators may see stalled-work state in
new places.
- Migration risk is mitigated by using the next migration slot after
`master` and making the table/constraints/index creation idempotent for
anyone who previously applied the old branch-local
`0082_dizzy_master_mold` migration.
- Existing child recovery issue paths are still guarded for
already-created recovery issues, but new source-scoped flows should be
watched in CI and Greptile review.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool use enabled for shell, Git,
GitHub, and local test execution. Context window not exposed by the
runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-12 09:37:15 -05:00
Dotta 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
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 68f69975a4 Harden control-plane safety and issue identifiers (#5292)
## Thinking Path

> - Paperclip relies on issue identifiers, execution policies, and agent
heartbeat rules to keep autonomous work auditable.
> - Safety checks need to reject ambiguous agent handoffs, and
identifier parsing needs to support Cloud tenant prefixes.
> - Agent instructions also need to make final-disposition rules
explicit so work does not stall in vague states.
> - This pull request isolates backend correctness and governance
hardening from the UI and recovery-system-notice branches.
> - The benefit is safer in-review transitions, better identifier
compatibility, and clearer agent operating contracts.

## What Changed

- Fixed run-aware confirmation ordering and interrupted-run state
cleanup.
- Added Cloud tenant identity bootstrap and alphanumeric issue
identifier support across shared parsing and server routes.
- Guarded agent-authored `in_review` updates unless a real review path
exists.
- Tightened heartbeat disposition instructions in adapter
utilities/default AGENTS/Paperclip skill.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-identifier-routes.test.ts
server/src/__tests__/issue-execution-policy-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts` initially had the first
execution-policy test hit Vitest's 5s timeout under the parallel bundle
while the rest passed.
- `pnpm exec vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts
--testTimeout=20000` passed with 10/10 tests.

- Follow-up: `pnpm run typecheck:build-gaps` passed.
- Follow-up: `pnpm --filter @paperclipai/ui typecheck` passed.
- Follow-up: `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/costs-service.test.ts` passed.
- Follow-up: `pnpm vitest run ui/src/context/LiveUpdatesProvider.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/lib/issue-reference.test.ts
ui/src/lib/issue-timeline-events.test.ts` passed.

## Risks

- Medium control-plane risk: in-review update validation changes agent
behavior. The error message is explicit and tests cover allowed review
paths.

## 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 07:49:47 -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
Devin Foley 83e7ecc58e Preserve scope on manual heartbeat invokes (#5323)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The agent live-run route lets operators trigger a manual heartbeat
invocation so an agent can pick up a specific issue or step out of band
> - The current route flow drops the caller's scope (issue/run context)
when forwarding the manual invoke into the heartbeat service, so the
resulting run loses the targeting the operator specified
> - This pull request threads the operator-supplied scope through the
manual invoke path on both the server route and the UI client, with a
regression test that confirms the scope round-trips
> - The benefit is manual heartbeat invokes from the live-run UI
actually pick up the scoped issue/run instead of falling through to the
agent's default routine

## What Changed

- `server/src/routes/agents.ts`: forward the operator-supplied scope
into the manual invoke heartbeat service call
- `server/src/__tests__/agent-live-run-routes.test.ts`: new test
verifying the manual invoke path preserves scope
- `ui/src/api/agents.ts`: pass scope through the live-run client API

## Verification

- `pnpm vitest run --no-coverage
server/src/__tests__/agent-live-run-routes.test.ts`
- `pnpm typecheck` clean

## Risks

Low. The change is purely additive on the route surface — handlers that
did not previously pass scope continue to work; handlers that did pass
it now have it preserved instead of dropped.

## Model Used

Claude Opus 4.7 (1M context)

## 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 — new test covers
the preserved-scope path
- [x] If this change affects the UI, I have included before/after
screenshots — N/A (internal API change, no visible UI shift)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-05 19:30:08 -07:00
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
Devin Foley 5c2f9aba9d Run explicit-environment adapter tests on the requested target instead of falling back to the host (#5277)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - When a user clicks "Test" on a configured environment (SSH or
sandbox), the agent-test route exercises the adapter against that target
> - The route previously fell back to running the probe on the Paperclip
host whenever an explicit environment target couldn't be resolved, with
the test report still saying "passed"
> - That hid two real failure modes: misconfigured environments looked
green, and sandbox environments were never actually exercised
> - This pull request acquires an ad-hoc lease and realizes a workspace
for sandbox/plugin test environments, resolves a sandbox execution
target wired to the environment runtime, and returns synthesized
diagnostics instead of running a host probe when an explicit env target
can't be resolved
> - The benefit is the Test action surfaces the real environment state
and never silently exercises the wrong machine

## What Changed

- `server/routes/agents.ts`: acquire an ad-hoc lease and realize a
workspace for sandbox/plugin test environments; resolve a sandbox
execution target wired to the environment runtime
- Return synthesized diagnostics (no host fallback) when an explicit env
target can't be resolved
- `server/services/environment-runtime.ts`: small adjustments to support
the explicit-env-target case
- Clarify test-route messages so they no longer claim a host fallback in
explicit env flows
- New `agent-test-environment-routes.test.ts` covers the guard and
missing-environment path

## Verification

- `pnpm vitest run --no-coverage
server/src/__tests__/agent-test-environment-routes.test.ts`
- `pnpm typecheck` clean
- Manual: a deliberately misconfigured sandbox environment now reports
diagnostics instead of a misleading host-pass

## Risks

Medium — Test route behavior change. Explicit environments that
previously appeared to pass via host fallback will now report their real
state. This is the desired behavior, but operators should expect to see
new failures for environments that were never actually working.

## Model Used

Claude Opus 4.7 (1M context)

## 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 — new tests cover
guard + missing-env paths
- [x] If this change affects the UI, I have included before/after
screenshots — N/A (no UI)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-05 08:00:32 -07:00
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
Devin Foley bb7d040894 Switch OpenCode to explicit static/local-aware model selection (#5117)
> **Stacked PR (part 4 of 7).** Depends on:
  - PR #5114
  - PR #5115
  - PR #5116
> Diff against `master` includes commits from earlier PRs in the stack —
the new commit in this PR is the topmost one.

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - When creating an OpenCode-local agent, Paperclip currently validates
> `adapterConfig.model` against the *Paperclip host's* `opencode models`
output
> - SSH testing surfaced that this blocks creating an OpenCode agent for
an SSH
> environment: the model that exists on the SSH target isn't visible to
the
> host, so creation fails with "OpenCode requires `adapterConfig.model`
in
> provider/model format" even when the operator picked a real remote
model
> - The initial direction was environment-aware model discovery; the
final
> decision was to keep OpenCode on the same explicit-model pattern as
other
> adapters (default + curated list + manual override) and stop blocking
>   creation on host-side discovery
> - This PR does both: the adapter-models endpoint now accepts
`environmentId` and
> probes against the target environment, and the create-time hard gate
is
> replaced by `requireOpenCodeModelId` which validates `provider/model`
*format*
> without requiring host-local discovery. Test/run-time still surfaces
real
>   auth/availability problems
> - The benefit is that operators can create OpenCode agents for remote
> environments without out-of-band setup, and the model picker in the UI
>   reflects the actually-targeted environment

## What Changed

- Added `requireOpenCodeModelId(input)` in
`opencode-local/src/server/models.ts`,
  exported it from the adapter index
- `ensureOpenCodeModelConfiguredAndAvailable` now delegates the format
check to
  `requireOpenCodeModelId`
- `agentsApi.adapterModels(companyId, adapterType, { environmentId })`
now accepts
  an environment ID and passes it as a query parameter
- `queryKeys.agents.adapterModels` now keys on `(companyId, adapterType,
environmentId)`
- `server/src/routes/agents.ts` reads and validates the new query
parameter,
  forwarding it to the adapter's model probe
- `AgentConfigForm.tsx` and `OnboardingWizard.tsx` build the model query
key from
the currently selected default environment ID and disable autodetect for
  `opencode_local` (model selection is explicit)
- `NewAgent.tsx` simplified — no longer special-cases OpenCode
autodetect
- `company-portability.ts` no longer needs OpenCode-specific autodetect
handling
- Tests added/updated:
  `adapter-model-refresh-routes.test.ts`, `adapter-models.test.ts`,
`agent-permissions-routes.test.ts`,
`opencode-local/src/server/models.test.ts`

## Verification

- `pnpm --filter @paperclipai/server test -- adapter-models
adapter-model-refresh agent-permissions`
- `pnpm --filter @paperclipai/adapter-opencode-local test`
- `pnpm --filter @paperclipai/ui test -- AgentConfigForm
OnboardingWizard NewAgent`
- Manual QA in browser:
1. Boot Paperclip on Tailscale-bound port (so it's reachable from
another
machine), create an OpenCode-local agent, switch the default environment
between two installed sandboxes, and confirm the model list refreshes
     per-environment
  2. Submit with a malformed `provider/model` string and verify the new
     `requireOpenCodeModelId` error surfaces
- Before/after screenshots attached for `AgentConfigForm` model picker

## Risks

- Behavioural shift: switching default environment now triggers a model
refetch.
Should be cheap but introduces a new UI loading state for OpenCode
users.
- Removing dynamic autodetect for OpenCode: if any user configured an
agent
without specifying `model` and relied on autodetect populating it, that
agent
will now fail at submit time. Mitigation: validation error is explicit
and
  actionable.
- New query string parameter on `/api/companies/:id/adapter-models` —
older
clients that omit it still work (parameter is optional and defaults to
null).

## Model Used

- OpenAI GPT-5.4 (reasoning effort: high) via Codex CLI
- Provider: OpenAI
- Used to author the code changes in 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
- [ ] I have updated relevant documentation to reflect my changes — N/A
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-03 13:01:34 -07:00
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 2d72292ad6 [codex] Add workspace routine run tab (#4958)
## Thinking Path

> - Paperclip orchestrates AI agents through reusable execution
workspaces and routines
> - Operators need a fast way to run workspace-aware routines against a
specific execution workspace
> - The existing workspace detail surface showed configuration, runtime
logs, and linked issues, but not routines that depend on workspace
variables
> - Routine runs also needed to prefill the selected execution workspace
so branch variables resolve correctly
> - This pull request adds a workspace routines tab and prefilled
routine-run dialog support
> - The benefit is a tighter workflow for rerunning reviews, smoke
checks, and other workspace-specific routines

## What Changed

- Added an execution workspace `Routines` tab and company-prefixed
routes.
- Listed routines that declare or reference workspace-specific
variables.
- Added `Run now` support that preselects the current execution
workspace in `RoutineRunVariablesDialog`.
- Centralized reusable execution workspace ordering/deduplication for
issue creation and workspace cards.
- Added focused UI helper and dialog regression tests.

## Verification

- `pnpm exec vitest run ui/src/lib/reusable-execution-workspaces.test.ts
ui/src/lib/workspace-routines.test.ts
ui/src/components/RoutineRunVariablesDialog.test.tsx
ui/src/lib/company-routes.test.ts`
- Screenshots were not captured in this PR split; the visible flow is
covered by focused component/helper tests and should get browser QA in
the follow-up issue.

## Risks

- Medium risk: this adds a new workspace detail tab and routine-run
path. It is isolated to workspace-scoped routines and uses existing
routine run 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 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
- [ ] 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 11:58:15 -05:00
Dotta 3cd26a78fc [codex] Surface live run comment context (#4957)
## Thinking Path

> - Paperclip orchestrates AI agents through issue comments and
heartbeat runs
> - The board UI needs to distinguish a comment that triggered a live
run from comments queued after that run started
> - The run payload already stores comment context, but active-run API
responses did not expose the ids the UI needs
> - Without those ids, the triggering comment can flash as queued while
the agent is already responding to it
> - This pull request exposes live-run comment context and teaches the
optimistic comment helper to ignore the trigger comment
> - The benefit is clearer issue-chat state during comment-triggered
agent interruptions

## What Changed

- Added `contextCommentId` and `contextWakeCommentId` to active/live run
payloads.
- Threaded those ids through server routes, heartbeat summaries, UI API
types, and issue detail rendering.
- Updated optimistic comment classification to avoid marking the
triggering comment as queued.
- Added server and UI regression coverage.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-live-run-routes.test.ts
ui/src/lib/optimistic-issue-comments.test.ts`

## Risks

- Low-to-medium risk: adds optional fields to existing run payloads.
Existing consumers should ignore unknown fields, and UI handling is
null-safe.

> 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
- [ ] 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 10:44:11 -05:00
Dotta e273d621fc [PAP-3154] Stop padding /live-runs by default (#4963)
## Summary
- Fix [PAP-3154](/PAP/issues/PAP-3154): the Sidebar's "Dashboard NN
live" badge showed a constant 50 in every company because `GET
/api/companies/:companyId/live-runs` was padding its response with up to
50 recent (non-live) heartbeat runs whenever the caller did not pass
`minCount`.
- Regression introduced by
[#4875](https://github.com/paperclipai/paperclip/pull/4875) (commit
`6445bef9`), which capped both `minCount` and `limit` at 50 with a
fallback of 50 for omitted values. The cap is correct for `limit` (real
unboundedness guard); for `minCount` it conflates "no padding" with "pad
to the cap".
- Default `minCount` to 0 so callers asking for "live runs" only get
actually-live runs unless they explicitly request padding
(`ActiveAgentsPanel` is the only caller that does). Keep `limit` capped
at 50 by default.

## Test plan
- [x] `pnpm exec vitest run
server/src/__tests__/agent-live-run-routes.test.ts` — 7/7 pass,
including new tests for the no-pad default and explicit padding.
- [x] `pnpm exec vitest run ui/src/components/Sidebar.test.tsx
ui/src/components/ActiveAgentsPanel.test.tsx
ui/src/api/heartbeats.test.ts` — 6/6 pass.
- [ ] Verify in dev: with ~8 truly-live runs in a company, the sidebar
Dashboard badge shows the real count (not 50).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-01 10:33:13 -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 ad5432fece [codex] Harden issue recovery reliability (#4875)
## Thinking Path

> - Paperclip is the control plane for autonomous agent companies, so
non-terminal issue state must always have a clear live, waiting, or
recovery owner.
> - This change stays inside the server reliability and liveness
subsystem for assigned issue recovery, blocker attention, and live-run
polling.
> - Closed PR #4860 mixed this reliability work with separate
mutation-boundary policy changes, which made review and merge risk too
broad.
> - [PAP-2981](/PAP/issues/PAP-2981) asked for a replacement PR
containing only the remaining reliability slice and explicitly excluding
user-assignment and execution-policy restrictions.
> - Follow-up review also split `advanced` run-liveness continuation
behavior out of this PR so it can be reviewed separately.
> - The implementation hardens repeated recovery escalation, expands
blocker-attention coverage for explicit waiting and recovery paths, and
caps company live-run polling defaults.
> - The benefit is a smaller reliability PR that improves liveness
behavior without changing agent/user mutation authorization boundaries
or `advanced` continuation semantics.

## What Changed

- Avoid repeated liveness escalation updates when the source issue is
already blocked by the same open escalation.
- Treat open liveness escalation recovery issues, their source issues,
and their leaf blockers as covered waiting paths in blocker attention.
- Cap default company live-run polling at 50 rows for both `minCount`
and `limit`, including explicit zero values, to avoid unbounded
responses.
- Preserve the existing behavior where succeeded `advanced` runs are
considered productive/healthy for stranded-work recovery and are not
actionable bounded run-liveness continuations.
- Added focused server coverage for recovery dedupe, blocker attention,
liveness escalation, run continuations, and live-run polling.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/run-continuations.test.ts
server/src/__tests__/agent-live-run-routes.test.ts`
- Result: 5 files passed, 63 tests passed.
- `pnpm --filter @paperclipai/server typecheck`
- Result: passed.
- No UI changes; screenshots are not applicable.

## Risks

- Recovery and blocker-attention classification changes can affect which
blocked chains are shown as covered versus needing attention.
- Live-run polling now treats omitted, invalid, or non-positive `limit`
/ `minCount` values as the capped default of 50.
- `advanced` run-liveness continuation behavior is intentionally
excluded from this PR and split for separate 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, 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 16:44:28 -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 367d4cab72 Fix SSH callback URL selection for LAN and private networks (#4799)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents can run on remote hosts via SSH environments
> - When a remote agent needs to call back to the Paperclip API, it
needs a reachable URL
> - But the runtime API URL candidate builder did not account for
private network topologies where the server is only reachable via LAN or
VPN addresses
> - Agents on SSH hosts were failing to connect because the callback URL
pointed to localhost or an unreachable address
> - This PR fixes callback URL selection to honor `PAPERCLIP_API_URL`,
prefer LAN-reachable candidates, filter unreachable link-local
addresses, and include interface hosts in onboarding invite URLs
> - The benefit is SSH-based agents can reliably reach the Paperclip API
on private networks without manual URL configuration

## What Changed

- `runtime-api.ts`: Added `PAPERCLIP_API_URL` as a first-priority
candidate in `buildRuntimeApiCandidateUrls`; extracted
`collectReachableInterfaceHosts` to enumerate non-loopback,
non-link-local network interface IPs with IPv4 preference
- `server/src/index.ts`: Export `PAPERCLIP_API_URL` from the server
environment so it is available to callback candidate resolution
- `server/src/routes/access.ts`: Include LAN interface hosts in
onboarding invite connection candidates
- `server/src/config.ts`: Attempted auto-allowing LAN interface hosts,
then reverted to the per-instance allowlist approach (both commits
included for history clarity)

## Verification

- `pnpm test` — all existing and new tests pass, including new tests for
LAN candidate ordering and link-local filtering
- `pnpm typecheck` — clean
- Manual: start a Paperclip server on a machine with a LAN IP, create an
SSH environment pointing to another host on the same LAN, verify the
agent's callback URL uses the LAN IP rather than localhost

## Risks

- Low-medium. The candidate list now includes more addresses (all
non-loopback LAN interfaces). These are candidates for the agent to try,
not an allowlist — the server's allowed hostnames still gate which
origins are accepted. Ordering change (LAN preferred over loopback)
could affect existing setups where localhost was intentionally
preferred.

## 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
- [ ] 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 15:56:17 -07:00
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 6b7f6ce4b8 [codex] Split PR #4692 UI/QoL updates (#4701)
## Thinking Path

> - Paperclip orchestrates AI agents through a company-scoped control
plane.
> - The affected surface is the board UI for issue threads, issue lists,
routines, dialogs, navigation, and issue review indicators.
> - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL
work into one oversized change set.
> - Greptile could not keep reviewing that broad PR because it exceeded
the 100-file review limit and mixed unrelated concerns.
> - This pull request extracts the UI/QoL slice into a fresh branch
under the review limit while leaving workflow and lockfile churn out.
> - The benefit is a focused review path for the board UI performance
and workflow improvements without reopening the oversized PR.

## What Changed

- Added long issue-thread virtualization, scroll-container binding,
anchor preservation, latest-comment jump targeting, and related
regression/perf fixtures.
- Improved issue list scalability with scroll-based loading, server
offset parameters, and pagination-focused UI tests.
- Reduced new issue dialog typing churn and split dialog action
subscriptions so broad layout/nav surfaces avoid unnecessary renders.
- Added routine variables help and routine description mention options
for users, agents, and projects.
- Added productivity review badge/link UI and fixed the badge to use
Paperclip's company-prefixed router link.
- Kept the split PR below Greptile's review limit and excluded
`.github/workflows/pr.yml` and `pnpm-lock.yaml`.

## Verification

- `pnpm install --no-frozen-lockfile` in the clean worktree to install
`@tanstack/react-virtual` locally without committing lockfile churn.
- `pnpm --filter @paperclipai/ui exec vitest run --config
vitest.config.ts src/components/IssueChatThread.test.tsx
src/components/IssuesList.test.tsx
src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx
src/pages/Issues.test.tsx` passed: 5 files, 83 tests.
- `pnpm --filter @paperclipai/ui typecheck` passed.
- `git diff --check origin/master..HEAD` passed.
- Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`;
no `pnpm-lock.yaml`.
- Screenshots were not captured in this heartbeat; the changes are
primarily virtualization, routing, pagination, and editor behavior
covered by focused regression tests.

## Risks

- Moderate UI risk because issue-thread virtualization changes scroll
behavior on long conversations; regression tests cover anchor jumps,
latest-comment targeting, row metadata, and short-thread fallback.
- Moderate integration risk because the issue-list offset parameter and
productivity review field depend on matching API behavior.
- Dependency risk: the UI package adds `@tanstack/react-virtual` while
repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve
dependency changes through the repo's normal lockfile policy.

> 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 local repository and
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
- [ ] 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 17:18:58 -05:00
Dotta 1991ec9d6f [codex] Split backend control-plane QoL slice (#4700)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, so
backend task ownership, recovery, review visibility, and company-scoped
limits need to stay enforceable without UI-only coupling.
> - Closed PR #4692 bundled those backend changes with UI workflow,
docs, skills, workflow, and lockfile churn.
> - PAP-2694 asks for a clean backend/control-plane slice from that
closed branch.
> - This branch starts from current `master` and mines only the `cli`,
`packages/db`, `packages/shared`, and `server` contracts/tests needed
for the backend behavior.
> - It explicitly excludes UI workflow/performance work,
`.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills,
package-script, adapter UI build-config, and perf fixture script
changes; the only UI files are fixture/test updates required by the
tightened shared `Company` contract.
> - The benefit is a smaller reviewable PR that preserves the
control-plane fixes while staying under Greptile s 100-file review
limit.

## What Changed

- Added company-scoped attachment-size limits through DB
schema/migrations, shared company portability contracts, CLI
import/export coverage, and server attachment upload enforcement.
- Added productivity review service/API behavior for no-comment streak,
long-active, and high-churn review issues, including request-depth
clamping and issue summary exposure.
- Hardened issue ownership and recovery/control-plane paths: peer-agent
mutation denial, issue tree pause/resume behavior, stranded recovery
origins, and related activity/test coverage.
- Preserved related backend contract updates for routine timestamp
variables and managed agent instruction bundles because they live in
shared/server contracts from the source branch.
- Addressed Greptile feedback by making `Company.attachmentMaxBytes`
non-optional, simplifying review request-depth clamping, fixing the
migration final newline, and enforcing the process-level attachment cap
as the final ceiling for uploads.
- Added minimal company fixtures needed for repo-wide typecheck/build
and kept the PR to 66 changed files with forbidden/non-slice paths
excluded.

## Verification

- `pnpm install --frozen-lockfile`
- `git diff --check origin/master..HEAD`
- `git diff --name-only origin/master..HEAD | wc -l` -> 66 files
- `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml
pnpm-lock.yaml package.json doc skills .agents scripts
packages/adapters` -> no output
- `pnpm exec vitest run --config vitest.config.ts
packages/shared/src/validators/issue.test.ts
packages/shared/src/routine-variables.test.ts
packages/shared/src/adapter-types.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts
cli/src/__tests__/company.test.ts
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/issue-tree-control-service.test.ts
server/src/__tests__/issue-tree-control-routes.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests
passed
- `pnpm exec vitest run --config vitest.config.ts
cli/src/__tests__/company-delete.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts
server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18
tests passed
- `pnpm exec vitest run --config vitest.config.ts
server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests
passed
- `pnpm --filter @paperclipai/db typecheck && pnpm --filter
@paperclipai/shared typecheck && pnpm --filter @paperclipai/server
typecheck && pnpm --filter paperclipai typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck && pnpm --filter
@paperclipai/ui build`

## Risks

- Includes migrations `0073_shiny_salo.sql` and
`0074_striped_genesis.sql`; merge ordering matters if another PR adds
migrations first.
- This is intentionally backend-only apart from fixture/test updates
forced by shared type correctness; UI affordances from PR #4692 are not
present here and should land in separate UI slices.
- The worktree install emitted plugin SDK bin-link warnings for unbuilt
plugin packages, but the targeted tests and package typechecks completed
successfully.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub
workflow. Exact runtime context window was not exposed by the harness.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-28 16:46:45 -05:00
Dotta f88f538e6d Keep manual routine runs visible in the runner inbox (#4615)
## Thinking Path

> - Paperclip coordinates recurring agent work through scheduled and
manual routines.
> - Manual routine runs are board-initiated work and should stay visible
to the human who kicked them off.
> - Routine execution issues are agent-assigned, so they can be filtered
away from a board user's inbox unless the user is recorded as touching
the work.
> - Coalesced or skipped active routine runs have the same visibility
problem because they reuse an existing live issue.
> - This pull request carries the manual runner actor into routine
dispatch and touches the linked issue for that user's inbox.
> - The benefit is that manually triggered routine work stays
discoverable by the operator who started it.

## What Changed

- Passed the board or agent actor from the routine run route into the
routine service.
- Recorded manual board runners as `createdByUserId` on fresh routine
execution issues.
- Touched coalesced or skipped active routine issues for the manual
runner by updating read state and clearing that user's inbox archive.
- Added route and service regressions for manual routine run actor
propagation and inbox visibility.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-routes.test.ts
server/src/__tests__/routines-service.test.ts`

## Risks

- Low risk: the change is scoped to manual routine runs and only updates
issue attribution/read-state metadata for the initiating actor.
- 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 coding agent based on GPT-5, tool-enabled local
repository and shell access, Paperclip heartbeat context.

## 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>
2026-04-27 20:03:24 -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 df425fde96 Present ordered sub-issues as a workflow checklist (#4523)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators use issue detail pages and child issue lists to understand
multi-step execution plans.
> - Ordered sub-issues currently read like a flat table, so dependency
chains and current next steps are harder to scan.
> - The branch work adds a workflow-oriented presentation for child
issues without changing the single-assignee task model.
> - This pull request makes ordered sub-issues read more like a progress
checklist while preserving normal issue list controls.
> - The benefit is that operators can see completed steps, active work,
blocked follow-ups, and dependency order at a glance.

## What Changed

- Added workflow sorting utilities and tests for dependency-aware child
issue ordering.
- Added sub-issue progress summary, checklist numbering, current-step
affordances, blocker context, and done-state de-emphasis in the issue
list UI.
- Wired issue detail sub-issue panels to use the workflow sort/progress
checklist presentation.
- Updated issue service behavior/tests for child issue ordering inputs
used by the UI.
- Added a Storybook visual review fixture and screenshot helper for the
sub-issue workflow checklist surface.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issues-service.test.ts
ui/src/components/IssueRow.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/lib/issue-detail-subissues.test.ts
ui/src/lib/workflow-sort.test.ts`
- Result: 6 test files passed, 55 tests passed, 34 embedded Postgres
issue-service tests skipped because `@embedded-postgres/darwin-x64` is
unavailable on this host.
- Visual review: generated Storybook screenshots from the existing local
Storybook server on port 6006 with `node
scripts/screenshot-subissues.mjs /tmp/pap-2189-subissues-screens
http://localhost:6006`.
- Screenshot artifacts:
- Desktop dark: ![Desktop
dark](doc/assets/pap-2189/desktop-1440x900-dark.png)
- Desktop light: ![Desktop
light](doc/assets/pap-2189/desktop-1440x900-light.png)
- Mobile dark: ![Mobile
dark](doc/assets/pap-2189/mobile-390x844-dark.png)
- Mobile light: ![Mobile
light](doc/assets/pap-2189/mobile-390x844-light.png)
- Local Storybook note: starting a second Storybook process selected
port 6008 because 6006 was occupied, then Vite failed with an esbuild
host/binary version mismatch (`0.25.12` host vs `0.27.3` binary). The
already-running Storybook server on 6006 served the fixture successfully
for screenshots.

## Risks

- Medium UI risk: the issue list now has additional sub-issue-specific
visual states, so dense lists should be checked for spacing and
scanability.
- Low ordering risk: workflow sorting is covered by focused unit tests,
but unusual dependency topologies may still need reviewer attention.
- No migration risk: this PR does not add database migrations or touch
`pnpm-lock.yaml`.

> 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 is runtime-provided and 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>
2026-04-26 07:36:49 -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 6916e30f8e Cancel stale retries when issue ownership changes (#4445)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue execution is guarded by run locks and bounded retry scheduling
> - A failed run can schedule a retry, but the issue may be reassigned
before that retry becomes due
> - The old assignee's scheduled retry should not continue to hold or
reclaim execution for the issue
> - This pull request cancels stale scheduled retries when ownership
changes and cancels live work when an issue is explicitly cancelled
> - The benefit is cleaner issue handoff semantics and fewer stranded or
incorrect execution locks

## What Changed

- Cancel scheduled retry runs when their issue has been reassigned
before the retry is promoted.
- Clear stale issue execution locks and cancel the associated wakeup
request when a stale retry is cancelled.
- Avoid deferring a new assignee behind a previous assignee's scheduled
retry.
- Cancel an active run when an issue status is explicitly changed to
`cancelled`, while leaving `done` transitions alone.
- Added route and heartbeat regressions for reassignment and
cancellation behavior.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true`
  - `issue-comment-reopen-routes.test.ts`: 28 passed.
- `heartbeat-retry-scheduling.test.ts`: skipped by the existing embedded
Postgres host guard (`Postgres init script exited with code null`).
- `pnpm --filter @paperclipai/server typecheck`

## Risks

- Medium risk because this changes heartbeat retry lifecycle behavior.
- The cancellation path is scoped to scheduled retries whose issue
assignee no longer matches the retrying agent, and logs a lifecycle
event for auditability.
- 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 19:24:13 -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 641eb44949 [codex] Harden create-agent skill governance (#4422)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Hiring agents is a governance-sensitive workflow because it grants
roles, adapter config, skills, and execution capability
> - The create-agent skill needs explicit templates and review guidance
so hires are auditable and not over-permissioned
> - Skill sync also needs to recognize bundled Paperclip skills
consistently for Codex local agents
> - This pull request expands create-agent role templates, adds a
security-engineer template, and documents capability/secret-handling
review requirements
> - The benefit is safer, more repeatable agent creation with clearer
approval payloads and less permission sprawl

## What Changed

- Expanded `paperclip-create-agent` guidance for template selection,
adjacent-template drafting, and role-specific review bars.
- Added a Security Engineer agent template and collaboration/safety
sections for Coder, QA, and UX Designer templates.
- Hardened draft-review guidance around desired skills, external-system
access, secrets, and confidential advisory handling.
- Updated LLM agent-configuration guidance to point hiring workflows at
the create-agent skill.
- Added tests for bundled skill sync, create-agent skill injection, hire
approval payloads, and LLM route guidance.

## Verification

- `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts
server/src/__tests__/codex-local-skill-injection.test.ts
server/src/__tests__/codex-local-skill-sync.test.ts
server/src/__tests__/llms-routes.test.ts
server/src/__tests__/paperclip-skill-utils.test.ts --config
server/vitest.config.ts` passed: 5 files, 23 tests.
- `git diff --check public-gh/master..pap-2228-create-agent-governance
-- . ':(exclude)ui/storybook-static'` passed.
- Confirmed this PR does not include `pnpm-lock.yaml`.

## Risks

- Low-to-medium risk: this primarily changes skills/docs and tests, but
it affects future hiring guidance and approval expectations.
- Reviewers should check whether the new Security Engineer template is
too broad for default company installs.
- No database 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 coding agent based on GPT-5, with shell, git, Paperclip
API, and GitHub CLI tool use in the local Paperclip 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
- [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

Note: screenshot checklist item is not applicable; this PR changes
skills, docs, and server tests.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
Dotta 8f1cd0474f [codex] Improve transient recovery and Codex model refresh (#4383)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Adapter execution and retry classification decide whether agent work
pauses, retries, or recovers automatically
> - Transient provider failures need to be classified precisely so
Paperclip does not convert retryable upstream conditions into false hard
failures
> - At the same time, operators need an up-to-date model list for
Codex-backed agents and prompts should nudge agents toward targeted
verification instead of repo-wide sweeps
> - This pull request tightens transient recovery classification for
Claude and Codex, updates the agent prompt guidance, and adds Codex
model refresh support end-to-end
> - The benefit is better automatic retry behavior plus fresher
operator-facing model configuration

## What Changed

- added Codex usage-limit retry-window parsing and Claude extra-usage
transient classification
- normalized the heartbeat transient-recovery contract across adapter
executions and heartbeat scheduling
- documented that deferred comment wakes only reopen completed issues
for human/comment-reopen interactions, while system follow-ups leave
closed work closed
- updated adapter-utils prompt guidance to prefer targeted verification
- added Codex model refresh support in the server route, registry,
shared types, and agent config form
- added adapter/server tests covering the new parsing, retry scheduling,
and model-refresh behavior

## Verification

- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-claude-local
packages/adapters/claude-local/src/server/parse.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-codex-local
packages/adapters/codex-local/src/server/parse.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/adapter-model-refresh-routes.test.ts
server/src/__tests__/adapter-models.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/codex-local-execute.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts`

## Risks

- Moderate behavior risk: retry classification affects whether runs
auto-recover or block, so mistakes here could either suppress needed
retries or over-retry real failures
- Low workflow risk: deferred comment wake reopening is intentionally
scoped to human/comment-reopen interactions so system follow-ups do not
revive completed issues unexpectedly

> 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 09:40:40 -05:00
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
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
Michel Tomas 3d15798c22 fix(adapters/routes): apply resolveExternalAdapterRegistration on hot-install (#4324)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The external adapter plugin system (#2218) lets adapters ship as npm
modules loaded via `server/src/adapters/plugin-loader.ts`; since #4296
merged, each `ServerAdapterModule` can declare `sessionManagement`
(`supportsSessionResume`, `nativeContextManagement`,
`defaultSessionCompaction`) and have it preserved through the init-time
load via the new `resolveExternalAdapterRegistration` helper
> - #4296 fixed the init-time IIFE path at
`server/src/adapters/registry.ts:363-369` but noted that the hot-install
path at `server/src/routes/adapters.ts:174
registerWithSessionManagement` still unconditionally overwrites
module-provided `sessionManagement` during `POST /api/adapters/install`
> - Practical impact today: an external adapter installed via the API
needs a Paperclip restart before its declared `sessionManagement` takes
effect — the IIFE runs on next boot and preserves it, but until then the
hot-install overwrite wins
> - This PR closes that parity gap: `registerWithSessionManagement`
delegates to the same `resolveExternalAdapterRegistration` helper
introduced by #4296, unifying both load paths behind one resolver
> - The benefit is consistent behaviour between cold-start and
hot-install: no "install then restart" ritual; declared
`sessionManagement` on an external module is honoured the moment `POST
/api/adapters/install` returns 201

## What Changed

- `server/src/routes/adapters.ts`: `registerWithSessionManagement`
delegates to the exported `resolveExternalAdapterRegistration` helper
(added in #4296). Honours module-provided `sessionManagement` first,
falls back to host registry lookup, defaults `undefined`. Updated the
section comment to document the parity-with-IIFE intent.
- `server/src/routes/adapters.ts`: dropped the now-unused
`getAdapterSessionManagement` import.
- `server/src/adapters/registry.ts`: updated the JSDoc on
`resolveExternalAdapterRegistration` — previously said "Exported for
unit tests; runtime callers use the IIFE below", now says the helper is
used by both the init-time IIFE and the hot-install path in
`routes/adapters.ts`. Addresses Greptile C1.
- `server/src/__tests__/adapter-routes.test.ts`: new integration test —
installs a mocked external adapter module carrying a non-trivial
`sessionManagement` declaration and asserts
`findServerAdapter(type).sessionManagement` preserves it after `POST
/api/adapters/install` returns 201.
- `server/src/__tests__/adapter-routes.test.ts`: added
`findServerAdapter` to the shared test-scope variable set so the new
test can inspect post-install registry state.

## Verification

Targeted test runs from a clean tree on
`fix/external-session-management-hot-install` (rebased onto current
`upstream/master` now that #4296 has merged):

- `pnpm test server/src/__tests__/adapter-routes.test.ts` — 6 passed
(new test + 5 pre-existing)
- `pnpm test server/src/__tests__/adapter-registry.test.ts` — 15 passed
(ensures the IIFE path from #4296 continues to behave correctly)
- `pnpm -w run test` full workspace suite — 1923 passed / 1 skipped
(unrelated skip)

End-to-end smoke on file:
[`@superbiche/cline-paperclip-adapter@0.1.1`](https://www.npmjs.com/package/@superbiche/cline-paperclip-adapter)
and
[`@superbiche/qwen-paperclip-adapter@0.1.1`](https://www.npmjs.com/package/@superbiche/qwen-paperclip-adapter),
both public on npm, both declare `sessionManagement`. With this PR in
place, the "restart after install" step disappears — the declared
compaction policy is active immediately after the install response.

## Risks

- Low risk. The change replaces an inline mutation with a call to a
helper that already has dedicated unit coverage (#4296 added three tests
for `resolveExternalAdapterRegistration` covering module-provided,
registry-fallback, and undefined paths). Behaviour is a strict superset
of the prior path — externals that did not declare `sessionManagement`
continue to get the hardcoded-registry lookup; externals that did
declare it now have those values preserved instead of overwritten.
- No migration impact. The stored plugin records
(`~/.paperclip/adapter-plugins.json`) are unchanged. Existing
hot-installed adapters behave correctly before and after.
- No behavioural change for builtin adapters; they hit
`registerServerAdapter` directly and never flow through
`registerWithSessionManagement`.

## Model Used

- Provider and model: Claude (Anthropic) via Claude Code
- Model ID: `claude-opus-4-7` (1M context)
- Reasoning mode: standard (no extended thinking on this PR)
- Tool use: yes — file edits, subprocess invocations for
builds/tests/git via the Claude Code 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 (N/A — server-only change)
- [x] I have updated relevant documentation to reflect my changes (the
JSDoc on `resolveExternalAdapterRegistration` and the section comment
above `registerWithSessionManagement` now document the parity-with-IIFE
intent)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-23 09:45:24 -05:00
Dotta b69b563aa8 [codex] Fix stale issue execution run locks (#4258)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies, so issue
checkout and execution ownership are core safety contracts.
> - The affected subsystem is the issue service and route layer that
gates agent writes by `checkoutRunId` and `executionRunId`.
> - PAP-1982 exposed a stale-lock failure mode where a terminal
heartbeat run could leave `executionRunId` pinned after checkout
ownership had moved or been cleared.
> - That stale execution lock could reject legitimate
PATCH/comment/release requests from the rightful assignee after a
harness restart.
> - This pull request centralizes terminal-run cleanup, applies it
before ownership-gated writes, and adds a board-only recovery endpoint
for operator intervention.
> - The benefit is that crashed or terminal runs no longer strand issues
behind stale execution locks, while live execution locks still block
conflicting writes.

## What Changed

- Added `issueService.clearExecutionRunIfTerminal()` to atomically lock
the issue/run rows and clear terminal or missing execution-run locks.
- Reused stale execution-lock cleanup from checkout,
`assertCheckoutOwner()`, and `release()`.
- Allowed the same assigned agent/current run to adopt an unowned
`in_progress` checkout after stale execution-lock cleanup.
- Updated release to clear `executionRunId`, `executionAgentNameKey`,
and `executionLockedAt`.
- Added board-only `POST /api/issues/:id/admin/force-release` with
company access checks, optional `clearAssignee=true`, and
`issue.admin_force_release` audit logging.
- Added embedded Postgres service tests and route integration tests for
stale-lock recovery, release behavior, and admin force-release
authorization/audit behavior.
- Documented the new force-release API in `doc/SPEC-implementation.md`.

## Verification

- `pnpm vitest run server/src/__tests__/issues-service.test.ts
server/src/__tests__/issue-stale-execution-lock-routes.test.ts` passed.
- `pnpm vitest run
server/src/__tests__/issue-stale-execution-lock-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `git diff --check` passed.
- `pnpm lint` could not run because this repo has no `lint` command.
- Full `pnpm test:run` completed with 4 failures in existing route
suites: `approval-routes-idempotency.test.ts` (2),
`issue-comment-reopen-routes.test.ts` (1), and
`issue-telemetry-routes.test.ts` (1). Those same files pass when run
isolated and when run together with the new stale-lock route test, so
this appears to be a whole-suite ordering/mock-isolation issue outside
this patch path.

## Risks

- Medium: this changes ownership-gated write behavior. The new adoption
path is limited to the current run, the current assignee, `in_progress`
issues, and rows with no checkout owner after terminal-lock cleanup.
- Low: the admin force-release endpoint is board-only and
company-scoped, but misuse can intentionally clear a live lock. It
writes an audit event with prior lock IDs.
- No schema or migration changes.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent (`gpt-5`), agentic coding with
terminal/tool use and local test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-22 10:43:38 -05:00
Dotta 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