## 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>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeat runs are the control-plane record of each agent execution
window.
> - Long-running local agents can exhaust context or stop while still
holding useful next-step state.
> - Operators need that stop reason, next action, and continuation path
to be durable and visible.
> - This pull request adds run liveness metadata, continuation
summaries, and UI surfaces for issue run ledgers.
> - The benefit is that interrupted or long-running work can resume with
clearer context instead of losing the agent's last useful handoff.
## What Changed
- Added heartbeat-run liveness fields, continuation attempt tracking,
and an idempotent `0058` migration.
- Added server services and tests for run liveness, continuation
summaries, stop metadata, and activity backfill.
- Wired local and HTTP adapters to surface continuation/liveness context
through shared adapter utilities.
- Added shared constants, validators, and heartbeat types for liveness
continuation state.
- Added issue-detail UI surfaces for continuation handoffs and the run
ledger, with component tests.
- Updated agent runtime docs, heartbeat protocol docs, prompt guidance,
onboarding assets, and skills instructions to explain continuation
behavior.
- Addressed Greptile feedback by scoping document evidence by run,
excluding system continuation-summary documents from liveness evidence,
importing shared liveness types, surfacing hidden ledger run counts,
documenting bounded retry behavior, and moving run-ledger liveness
backfill off the request path.
## Verification
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/run-continuations.test.ts
server/src/__tests__/run-liveness.test.ts
server/src/__tests__/activity-service.test.ts
server/src/__tests__/documents-service.test.ts
server/src/__tests__/issue-continuation-summary.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
ui/src/components/IssueRunLedger.test.tsx
ui/src/components/IssueContinuationHandoff.test.tsx
ui/src/components/IssueDocumentsSection.test.tsx`
- `pnpm --filter @paperclipai/db build`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/run-continuations.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "treats a
plan document update"`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t "activity
service|treats a plan document update"`
- Remote PR checks on head `e53b1a1d`: `verify`, `e2e`, `policy`, and
Snyk all passed.
- Confirmed `public-gh/master` is an ancestor of this branch after
fetching `public-gh master`.
- Confirmed `pnpm-lock.yaml` is not included in the branch diff.
- Confirmed migration `0058_wealthy_starbolt.sql` is ordered after
`0057` and uses `IF NOT EXISTS` guards for repeat application.
- Greptile inline review threads are resolved.
## Risks
- Medium risk: this touches heartbeat execution, liveness recovery,
activity rendering, issue routes, shared contracts, docs, and UI.
- Migration risk is mitigated by additive columns/indexes and idempotent
guards.
- Run-ledger liveness backfill is now asynchronous, so the first ledger
response can briefly show historical missing liveness until the
background backfill completes.
- UI screenshot coverage is not included in this packaging pass;
validation is currently through focused component tests.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI Codex, GPT-5.4, local tool-use coding agent with terminal, git,
GitHub connector, GitHub CLI, and Paperclip API access.
## 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
Screenshot note: no before/after screenshots were captured in this PR
packaging pass; the UI changes are covered by focused component tests
listed above.
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.
## What Changed
- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.
## Verification
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.
## Risks
- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.
## Model Used
- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were 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 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 on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.
---------
Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
## Thinking Path
> - Paperclip orchestrates AI agents via adapters (`claude_local`,
`codex_local`, etc.)
> - Each adapter type has different capabilities — instructions bundles,
skill materialization, local JWT — but these were gated by 5 hardcoded
type lists scattered across server routes and UI components
> - External adapter plugins (e.g. a future `opencode_k8s`) cannot add
themselves to those hardcoded lists without patching Paperclip source
> - The existing `supportsLocalAgentJwt` field on `ServerAdapterModule`
proves the right pattern already exists; it just wasn't applied to the
other capability gates
> - This pull request replaces the 4 remaining hardcoded lists with
declarative capability flags on `ServerAdapterModule`, exposed through
the adapter listing API
> - The benefit is that external adapter plugins can now declare their
own capabilities without any changes to Paperclip source code
## What Changed
- **`packages/adapter-utils/src/types.ts`** — added optional capability
fields to `ServerAdapterModule`: `supportsInstructionsBundle`,
`instructionsPathKey`, `requiresMaterializedRuntimeSkills`
- **`server/src/routes/agents.ts`** — replaced
`DEFAULT_MANAGED_INSTRUCTIONS_ADAPTER_TYPES` and
`ADAPTERS_REQUIRING_MATERIALIZED_RUNTIME_SKILLS` hardcoded sets with
capability-aware helper functions that fall back to the legacy sets for
adapters that don't set flags
- **`server/src/routes/adapters.ts`** — `GET /api/adapters` now includes
a `capabilities` object per adapter (all four flags + derived
`supportsSkills`)
- **`server/src/adapters/registry.ts`** — all built-in adapters
(`claude_local`, `codex_local`, `process`, `cursor`) now declare flags
explicitly
- **`ui/src/adapters/use-adapter-capabilities.ts`** — new hook that
fetches adapter capabilities from the API
- **`ui/src/pages/AgentDetail.tsx`** — replaced hardcoded `isLocal`
allowlist with `capabilities.supportsInstructionsBundle` from the API
- **`ui/src/components/AgentConfigForm.tsx`** /
**`OnboardingWizard.tsx`** — replaced `NONLOCAL_TYPES` denylist with
capability-based checks
- **`server/src/__tests__/adapter-registry.test.ts`** /
**`adapter-routes.test.ts`** — tests covering flag exposure,
undefined-when-unset, and per-adapter values
- **`docs/adapters/creating-an-adapter.md`** — new "Capability Flags"
section documenting all flags and an example for external plugin authors
## Verification
- Run `pnpm test --filter=@paperclip/server -- adapter-registry
adapter-routes` — all new tests pass
- Run `pnpm test --filter=@paperclip/adapter-utils` — existing tests
still pass
- Spin up dev server, open an agent with `claude_local` type —
instructions bundle tab still visible
- Create/open an agent with a non-local type — instructions bundle tab
still hidden
- Call `GET /api/adapters` and verify each adapter includes a
`capabilities` object with the correct flags
## Risks
- **Low risk overall** — all new flags are optional with
backwards-compatible fallbacks to the existing hardcoded sets; no
adapter behaviour changes unless a flag is explicitly set
- Adapters that do not declare flags continue to use the legacy lists,
so there is no regression risk for built-in adapters
- The UI capability hook adds one API call to AgentDetail mount; this is
a pre-existing endpoint, so no new latency path is introduced
## Model Used
- Provider: Anthropic
- Model: Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- Context: 200k token context window
- Mode: Agentic tool use (code editing, bash, grep, file reads)
## 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>
## 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>
## 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>
## 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>
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>
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
- 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
- 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>
- 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>
* 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>
- 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>
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>
**#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>
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>
- 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>
- 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.
