Commit Graph

93 Commits

Author SHA1 Message Date
Chris Farhood b816809a1e fix(server): respect externally set PAPERCLIP_API_URL env var (#3472)
## Thinking Path

> - Paperclip server starts up and sets internal `PAPERCLIP_API_URL` for
downstream services and adapters
> - The server startup code was unconditionally overwriting
`PAPERCLIP_API_URL` with `http://localhost:3100` (or equivalent based on
`config.host`)
> - In Kubernetes deployments, `PAPERCLIP_API_URL` is set via a
ConfigMap to the externally accessible load balancer URL (e.g.
`https://paperclip.example.com`)
> - Because the env var was unconditionally set after loading the
ConfigMap value, the ConfigMap-provided URL was ignored and replaced
with the internal localhost address
> - This caused downstream services (adapter env building) to use the
wrong URL, breaking external access
> - This pull request makes the assignment conditional — only set if not
already provided by the environment
> - External deployments can now supply `PAPERCLIP_API_URL` and it will
be respected; local development continues to work without setting it

## What Changed

- `server/src/index.ts`: Wrapped `PAPERCLIP_API_URL` assignment in `if
(!process.env.PAPERCLIP_API_URL)` guard so externally provided values
are preserved
- `server/src/__tests__/server-startup-feedback-export.test.ts`: Added
tests verifying external `PAPERCLIP_API_URL` is respected and fallback
behavior is correct
- `docs/deploy/environment-variables.md`: Updated `PAPERCLIP_API_URL`
description to clarify it can be externally provided and the load
balancer/reverse proxy use case

## Verification

- Run the existing test suite: `pnpm test:run
server/src/__tests__/server-startup-feedback-export.test.ts` — all 3
tests pass
- Manual verification: Set `PAPERCLIP_API_URL` to a custom value before
starting the server and confirm it is not overwritten

## Risks

- Low risk — purely additive conditional check; existing behavior for
unset env var is unchanged

## Model Used

MiniMax M2.7 — reasoning-assisted for tracing the root cause through the
startup chain (`buildPaperclipEnv` → `startServer` → `config.host` →
`HOST` env var)

## 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 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: Pawla Abdul (Bot) <pawla@groombook.dev>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-15 06:43:48 -05:00
Dotta 7f893ac4ec [codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
Dotta e89076148a [codex] Improve workspace runtime and navigation ergonomics (#3680)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - That operator experience depends not just on issue chat, but also on
how workspaces, inbox groups, and navigation state behave over
long-running sessions
> - The current branch included a separate cluster of workspace-runtime
controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes
> - Those changes cross server, shared contracts, database state, and UI
navigation, but they still form one coherent operator workflow area
> - This pull request isolates the workspace/runtime and navigation
ergonomics work into one standalone branch
> - The benefit is better workspace recovery and navigation persistence
without forcing reviewers through the unrelated issue-detail/chat work

## What Changed

- Improved execution workspace and project workspace controls, request
wiring, layout, and JSON editor ergonomics
- Hardened linked worktree reuse/startup behavior and documented the
`worktree repair` flow for recovering linked worktrees safely
- Added inbox workspace grouping, mobile collapse, archive undo,
keyboard navigation, shared group-header styling, and persisted
collapsed-group behavior
- Added persistent sidebar order preferences with the supporting DB
migration, shared/server contracts, routes, services, hooks, and UI
integration
- Scoped issue-list preferences by context and added targeted UI/server
tests for workspace controls, inbox behavior, sidebar preferences, and
worktree validation

## Verification

- `pnpm vitest run
server/src/__tests__/sidebar-preferences-routes.test.ts
ui/src/pages/Inbox.test.tsx
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/api/workspace-runtime-control.test.ts`
- `server/src/__tests__/workspace-runtime.test.ts` was attempted, but
the embedded Postgres suite self-skipped/hung on this host after
reporting an init-script issue, so it is not counted as a local pass
here

## Risks

- Medium: this branch includes migration-backed preference storage plus
worktree/runtime behavior, so merge review should pay attention to state
persistence and worktree recovery semantics
- The sidebar preference migration is standalone, but it should still be
watched for conflicts if another migration lands first

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 12:57:11 -05:00
Dotta a7dc88941b fix(codex-local): avoid fast mode in env probe 2026-04-11 08:33:18 -05:00
Dotta 2d8f97feb0 feat(codex-local): add fast mode support 2026-04-11 08:21:55 -05:00
dotta 2a84e53c1b Introduce bind presets for deployment setup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-11 07:09:07 -05:00
dotta bce58d353d fix execution policy decision persistence 2026-04-07 17:43:10 -05:00
dotta 0e80e60665 Document execution policy workflows 2026-04-07 17:43:10 -05:00
Dotta 08fea10ce1 Merge pull request #2772 from paperclipai/PAPA-46-why-did-this-issue-succeed-without-following-my-instructions
fix: enable agent re-checkout of in_review tasks on comment feedback
2026-04-06 18:57:33 -05:00
Devin Foley d12650e5ac fix: update stale single-status checkout examples in worked docs
Greptile flagged that worked examples in task-workflow.md and
api-reference.md still used ["todo"] instead of the full
expectedStatuses array. Aligned them with the rest of the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 11:43:29 -07:00
Devin Foley cd2be692e9 Fix in-review task recheckout guidance
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 11:20:29 -07:00
HenkDz 80b81459a7 Merge remote-tracking branch 'upstream/master' into feat/external-adapter-phase1 2026-04-04 14:33:48 +01:00
dotta 00898e8194 Restore feedback trace export fixes 2026-04-03 15:59:42 -05:00
HenkDz f884cbab78 fix(adapters): restore built-in Hermes and sync lockfile with server
Re-align phase1 with upstream: hermes_local ships via hermes-paperclip-adapter on the server and UI (hermes-local module). Fixes ERR_PNPM_OUTDATED_LOCKFILE from server/package.json missing a dep still present in the lockfile.

Add shared BUILTIN_ADAPTER_TYPES and skip external plugin registration when it would override a built-in type. Docs list Hermes as built-in; Droid remains the primary external example.

Made-with: Cursor
2026-04-03 21:11:21 +01:00
HenkDz 14d59da316 feat(adapters): external adapter plugin system with dynamic UI parser
- Plugin loader: install/reload/remove/reinstall external adapters
  from npm packages or local directories
- Plugin store persisted at ~/.paperclip/adapter-plugins.json
- Self-healing UI parser resolution with version caching
- UI: Adapter Manager page, dynamic loader, display registry
  with humanized names for unknown adapter types
- Dev watch: exclude adapter-plugins dir from tsx watcher
  to prevent mid-request server restarts during reinstall
- All consumer fallbacks use getAdapterLabel() for consistent display
- AdapterTypeDropdown uses controlled open state for proper close behavior
- Remove hermes-local from built-in UI (externalized to plugin)
- Add docs for external adapters and UI parser contract
2026-04-03 21:11:20 +01:00
dotta bd6d07d0b4 fix(ui): polish issue detail timelines and attachments
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:51:40 -05:00
dotta c0d0d03bce Add feedback voting and thumbs capture flow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 09:11:49 -05:00
Cody (Radius Red) 420cd4fd8d chore(docker): improve base image and organize docker files
- Add wget, ripgrep, python3, and GitHub CLI (gh) to base image
- Add OPENCODE_ALLOW_ALL_MODELS=true to production ENV
- Move compose files, onboard-smoke Dockerfile to docker/
- Move entrypoint script to scripts/docker-entrypoint.sh
- Add Podman Quadlet unit files (pod, app, db containers)
- Add docker/README.md with build, compose, and quadlet docs
- Add scripts/docker-build-test.sh for local build validation
- Update all doc references for new file locations
- Keep main Dockerfile at project root (no .dockerignore changes needed)

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-01 11:36:27 +00:00
dotta 4d61dbfd34 Merge public-gh/master into pap-979-runtime-workspaces
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-30 08:35:30 -05:00
dotta b3d61a7561 Clarify manual workspace runtime behavior
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:45 -05:00
dotta 54b05d6d68 Make onboarding reruns preserve existing config
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:51:58 -05:00
Dotta 0ac01a04e5 Merge pull request #1891 from paperclipai/docs/maintenance-20260327-public
docs: documentation accuracy update 2026-03-27
2026-03-27 07:47:24 -05:00
dotta 11ff24cd22 docs: fix adapter type references and complete adapter table
- Fix openclaw → openclaw_gateway type key in adapters overview and managing-agents guide
- Add missing adapters to overview table: hermes_local, cursor, pi_local
- Mark gemini_local as experimental (adapter package exists but not in stable type enum)
- Update "Choosing an Adapter" recommendations to match stable adapter set

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-27 01:05:08 -05:00
Devin Foley a5d47166e2 docs: add board-operator delegation guide (#1889)
* docs: add board-operator delegation guide

Create docs/guides/board-operator/delegation.md explaining the full
CEO-led delegation lifecycle from the board operator's perspective.
Covers what the board needs to do, what the CEO automates, common
delegation patterns (flat, 3-level, hire-on-demand), and a
troubleshooting section that directly answers the #1 new-user
confusion point: "Do I have to tell the CEO to delegate?"

Also adds a Delegation section to core-concepts.md and wires the
new guide into docs.json navigation after Managing Tasks.

Co-Authored-By: Paperclip <noreply@paperclip.ing>

* docs: add AGENTS.md troubleshooting note to delegation guide

Add a row to the troubleshooting table telling board operators to
verify the CEO's AGENTS.md instructions file contains delegation
directives. Without these instructions, the CEO won't delegate.

Co-Authored-By: Paperclip <noreply@paperclip.ing>

* docs: fix stale concept count and frontmatter summary

Update "five key concepts" to "six" and add "delegation" to the
frontmatter summary field, addressing Greptile review comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-03-26 23:01:58 -07:00
dotta 844b6dfd70 docs: update SPEC work artifacts and deprecate bootstrapPromptTemplate
- SPEC: reflect that Paperclip now manages task-linked documents and
  attachments (issue documents, file attachments) instead of claiming
  it does not manage work artifacts
- agents-runtime: remove bootstrapPromptTemplate from recommended config,
  add deprecation notice, update minimal setup checklist

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-26 07:23:09 -05:00
dotta e186449f94 docs: update adapter list and repo map accuracy
- Add missing adapters (opencode_local, hermes_local, cursor, pi_local,
  openclaw_gateway) to agents-runtime.md
- Document bootstrapPromptTemplate in prompt templates section
- Update AGENTS.md repo map with packages/adapters, adapter-utils, plugins
- Fix troubleshooting section to reference all local CLI adapters

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-26 07:08:45 -05:00
Dotta eeb7e1a91a Merge pull request #1655 from paperclipai/pr/pap-795-company-portability
feat(portability): improve company import and export flow
2026-03-23 19:45:05 -05:00
dotta 92c29f27c3 Address Greptile review on portability PR
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 17:23:59 -05:00
dotta 6f1ce3bd60 Document imported heartbeat defaults
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:58:07 -05:00
dotta 9786ebb7ba Revert "Add companies.sh import wrapper"
This reverts commit 17876ec1dc65a9150488874d79fc2fcc087c13ae.
2026-03-23 16:57:39 -05:00
dotta 66d84ccfa3 Add companies.sh import wrapper
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:38 -05:00
dotta 56a39fea3d Add importing & exporting company guide
Documents the `paperclipai company export` and `paperclipai company import`
CLI commands, covering package format, all options, target modes, collision
strategies, GitHub sources, interactive selection, and API endpoints.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-23 16:57:38 -05:00
dotta 2e76a2a554 Add routine support to recurring task portability
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:38 -05:00
dotta 19154d0fec Clarify Codex instruction sources
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
Dotta 3a79d94050 Merge pull request #1380 from DanielSousa/feature/change-reports-to
feat(ui): edit and hire with Reports to picker
2026-03-23 15:08:54 -05:00
dotta e6df9fa078 Support GitHub shorthand refs for company import
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 08:14:51 -05:00
dotta 5a73556871 Use positional source arg for company import
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 08:14:51 -05:00
Aron Prins f87db64ba9 docs(api/routines): address three review findings
**#1 — Missing `description` field in fields table**
The create body example included `description` and the schema confirms
`description: z.string().optional().nullable()`, but the reference table
omitted it. Added as an optional field.

**#2 — Concurrency policy descriptions were inaccurate**
Original docs described both `coalesce_if_active` and `skip_if_active` as
variants of "skip", which was wrong. Source-verified against
`server/src/services/routines.ts` (dispatchRoutineRun, line 568):

  const status = concurrencyPolicy === "skip_if_active" ? "skipped" : "coalesced";

Both policies write identical DB state (same linkedIssueId and
coalescedIntoRunId); the only difference is the run status value.
Descriptions now reflect this: both finalise the incoming run immediately
and link it to the active run — no new issue is created in either case.

Note: the reviewer's suggestion that `coalesce_if_active` "extends or
notifies" the active run was also not supported by the code; corrected
accordingly.

**#3 — `triggerId` undocumented in Manual Run**
`runRoutineSchema` accepts `triggerId` and the service genuinely uses it
(routines.ts:1029–1034): fetches the trigger, enforces that it belongs to
the routine (403) and is enabled (409), then passes it to dispatchRoutineRun
which records the run against the trigger and updates its `lastFiredAt`.
Added `triggerId` to the example body and documented all three behaviours.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-23 10:21:34 +01:00
Aron Prins f42aebdff8 docs(api): add Routines reference
Routines are recurring tasks that fire on a schedule, webhook, or API
call and create a heartbeat run for the assigned agent. Document the
full CRUD surface including:

- List / get routines
- Create with concurrency and catch-up policy options
- Add schedule, webhook, and api triggers
- Update / delete triggers, rotate webhook secrets
- Manual run and public trigger fire
- List run history
- Agent access rules (agents can only manage own routines)
- Routine lifecycle (active → paused → archived)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-23 09:58:27 +01:00
Aron Prins 4ebc12ab5a docs(api): fix goal status value and document checkout re-claim pattern
- Fix goals-and-projects.md: `completed` is not a valid status — correct to
  `achieved` and document all valid values (planned/active/achieved/cancelled)
- Fix issues.md: document that `expectedStatuses: ["in_progress"]` can be used
  to re-claim a stale lock after a crashed run; clarify that `runId` in the
  request body is not accepted (run ID comes from X-Paperclip-Run-Id header only)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-23 09:58:20 +01:00
Daniel Sousa dfb83295de Merge branch 'master' into feature/change-reports-to 2026-03-20 20:13:19 +00:00
Daniel Sousa 61f53b6471 feat: add ReportsToPicker for agent management
- Introduced ReportsToPicker component in AgentConfigForm and NewAgent pages to allow selection of an agent's manager.
- Updated organizational structure documentation to reflect the ability to change an agent's manager post-creation.
- Enhanced error handling in ConfigurationTab to provide user feedback on save failures.
2026-03-20 20:06:19 +00:00
dotta 5140d7b0c4 Merge remote-tracking branch 'public-gh/master' into paperclip-company-import-export
* public-gh/master:
  fix: address greptile follow-up feedback
  docs: clarify quickstart npx usage
  Add guarded dev restart handling
  Fix PAP-576 settings toggles and transcript default
  Add username log censor setting
  fix: use standard toggle component for permission controls

# Conflicts:
#	server/src/routes/agents.ts
#	ui/src/pages/AgentDetail.tsx
2026-03-20 13:28:05 -05:00
dotta 0f4a5716ea docs: clarify quickstart npx usage 2026-03-20 08:50:00 -05:00
Dotta cca086b863 Merge public-gh/master into paperclip-company-import-export 2026-03-16 17:02:39 -05:00
Dotta 6eceb9b886 Use attachment-size limit for company logos 2026-03-16 10:13:19 -05:00
Dotta 4dfd862f11 Address Greptile company logo feedback 2026-03-16 10:05:14 -05:00
Dotta e538329b0a Use asset-backed company logos 2026-03-16 09:25:39 -05:00
Dotta 1a5eaba622 Merge public-gh/master into review/pr-162 2026-03-16 08:47:05 -05:00
Dotta 2c35be0212 Merge public-gh/master into paperclip-company-import-export 2026-03-14 21:45:54 -05:00