fix: use origin for github release creation in actions

Log workspace warnings to stdout

.agents/skills/doc-maintenance/SKILL.md

@@ -0,0 +1,201 @@
+---
+name: doc-maintenance
+description: >
+  Audit top-level documentation (README, SPEC, PRODUCT) against recent git
+  history to find drift — shipped features missing from docs or features
+  listed as upcoming that already landed. Proposes minimal edits, creates
+  a branch, and opens a PR. Use when asked to review docs for accuracy,
+  after major feature merges, or on a periodic schedule.
+---
+
+# Doc Maintenance Skill
+
+Detect documentation drift and fix it via PR — no rewrites, no churn.
+
+## When to Use
+
+- Periodic doc review (e.g. weekly or after releases)
+- After major feature merges
+- When asked "are our docs up to date?"
+- When asked to audit README / SPEC / PRODUCT accuracy
+
+## Target Documents
+
+| Document | Path | What matters |
+|----------|------|-------------|
+| README | `README.md` | Features table, roadmap, quickstart, "what is" accuracy, "works with" table |
+| SPEC | `doc/SPEC.md` | No false "not supported" claims, major model/schema accuracy |
+| PRODUCT | `doc/PRODUCT.md` | Core concepts, feature list, principles accuracy |
+
+Out of scope: DEVELOPING.md, DATABASE.md, CLI.md, doc/plans/, skill files,
+release notes. These are dev-facing or ephemeral — lower risk of user-facing
+confusion.
+
+## Workflow
+
+### Step 1 — Detect what changed
+
+Find the last review cursor:
+
+```bash
+# Read the last-reviewed commit SHA
+CURSOR_FILE=".doc-review-cursor"
+if [ -f "$CURSOR_FILE" ]; then
+  LAST_SHA=$(cat "$CURSOR_FILE" | head -1)
+else
+  # First run: look back 60 days
+  LAST_SHA=$(git log --format="%H" --after="60 days ago" --reverse | head -1)
+fi
+```
+
+Then gather commits since the cursor:
+
+```bash
+git log "$LAST_SHA"..HEAD --oneline --no-merges
+```
+
+### Step 2 — Classify changes
+
+Scan commit messages and changed files. Categorize into:
+
+- **Feature** — new capabilities (keywords: `feat`, `add`, `implement`, `support`)
+- **Breaking** — removed/renamed things (keywords: `remove`, `breaking`, `drop`, `rename`)
+- **Structural** — new directories, config changes, new adapters, new CLI commands
+
+**Ignore:** refactors, test-only changes, CI config, dependency bumps, doc-only
+changes, style/formatting commits. These don't affect doc accuracy.
+
+For borderline cases, check the actual diff — a commit titled "refactor: X"
+that adds a new public API is a feature.
+
+### Step 3 — Build a change summary
+
+Produce a concise list like:
+
+```
+Since last review (<sha>, <date>):
+- FEATURE: Plugin system merged (runtime, SDK, CLI, slots, event bridge)
+- FEATURE: Project archiving added
+- BREAKING: Removed legacy webhook adapter
+- STRUCTURAL: New .agents/skills/ directory convention
+```
+
+If there are no notable changes, skip to Step 7 (update cursor and exit).
+
+### Step 4 — Audit each target doc
+
+For each target document, read it fully and cross-reference against the change
+summary. Check for:
+
+1. **False negatives** — major shipped features not mentioned at all
+2. **False positives** — features listed as "coming soon" / "roadmap" / "planned"
+   / "not supported" / "TBD" that already shipped
+3. **Quickstart accuracy** — install commands, prereqs, and startup instructions
+   still correct (README only)
+4. **Feature table accuracy** — does the features section reflect current
+   capabilities? (README only)
+5. **Works-with accuracy** — are supported adapters/integrations listed correctly?
+
+Use `references/audit-checklist.md` as the structured checklist.
+Use `references/section-map.md` to know where to look for each feature area.
+
+### Step 5 — Create branch and apply minimal edits
+
+```bash
+# Create a branch for the doc updates
+BRANCH="docs/maintenance-$(date +%Y%m%d)"
+git checkout -b "$BRANCH"
+```
+
+Apply **only** the edits needed to fix drift. Rules:
+
+- **Minimal patches only.** Fix inaccuracies, don't rewrite sections.
+- **Preserve voice and style.** Match the existing tone of each document.
+- **No cosmetic changes.** Don't fix typos, reformat tables, or reorganize
+  sections unless they're part of a factual fix.
+- **No new sections.** If a feature needs a whole new section, note it in the
+  PR description as a follow-up — don't add it in a maintenance pass.
+- **Roadmap items:** Move shipped features out of Roadmap. Add a brief mention
+  in the appropriate existing section if there isn't one already. Don't add
+  long descriptions.
+
+### Step 6 — Open a PR
+
+Commit the changes and open a PR:
+
+```bash
+git add README.md doc/SPEC.md doc/PRODUCT.md .doc-review-cursor
+git commit -m "docs: update documentation for accuracy
+
+- [list each fix briefly]
+
+Co-Authored-By: Paperclip <noreply@paperclip.ing>"
+
+git push -u origin "$BRANCH"
+
+gh pr create \
+  --title "docs: periodic documentation accuracy update" \
+  --body "$(cat <<'EOF'
+## Summary
+Automated doc maintenance pass. Fixes documentation drift detected since
+last review.
+
+### Changes
+- [list each fix]
+
+### Change summary (since last review)
+- [list notable code changes that triggered doc updates]
+
+## Review notes
+- Only factual accuracy fixes — no style/cosmetic changes
+- Preserves existing voice and structure
+- Larger doc additions (new sections, tutorials) noted as follow-ups
+
+🤖 Generated by doc-maintenance skill
+EOF
+)"
+```
+
+### Step 7 — Update the cursor
+
+After a successful audit (whether or not edits were needed), update the cursor:
+
+```bash
+git rev-parse HEAD > .doc-review-cursor
+```
+
+If edits were made, this is already committed in the PR branch. If no edits
+were needed, commit the cursor update to the current branch.
+
+## Change Classification Rules
+
+| Signal | Category | Doc update needed? |
+|--------|----------|-------------------|
+| `feat:`, `add`, `implement`, `support` in message | Feature | Yes if user-facing |
+| `remove`, `drop`, `breaking`, `!:` in message | Breaking | Yes |
+| New top-level directory or config file | Structural | Maybe |
+| `fix:`, `bugfix` | Fix | No (unless it changes behavior described in docs) |
+| `refactor:`, `chore:`, `ci:`, `test:` | Maintenance | No |
+| `docs:` | Doc change | No (already handled) |
+| Dependency bumps only | Maintenance | No |
+
+## Patch Style Guide
+
+- Fix the fact, not the prose
+- If removing a roadmap item, don't leave a gap — remove the bullet cleanly
+- If adding a feature mention, match the format of surrounding entries
+  (e.g. if features are in a table, add a table row)
+- Keep README changes especially minimal — it shouldn't churn often
+- For SPEC/PRODUCT, prefer updating existing statements over adding new ones
+  (e.g. change "not supported in V1" to "supported via X" rather than adding
+  a new section)
+
+## Output
+
+When the skill completes, report:
+
+- How many commits were scanned
+- How many notable changes were found
+- How many doc edits were made (and to which files)
+- PR link (if edits were made)
+- Any follow-up items that need larger doc work

.agents/skills/doc-maintenance/references/audit-checklist.md

@@ -0,0 +1,85 @@
+# Doc Maintenance Audit Checklist
+
+Use this checklist when auditing each target document. For each item, compare
+against the change summary from git history.
+
+## README.md
+
+### Features table
+- [ ] Each feature card reflects a shipped capability
+- [ ] No feature cards for things that don't exist yet
+- [ ] No major shipped features missing from the table
+
+### Roadmap
+- [ ] Nothing listed as "planned" or "coming soon" that already shipped
+- [ ] No removed/cancelled items still listed
+- [ ] Items reflect current priorities (cross-check with recent PRs)
+
+### Quickstart
+- [ ] `npx paperclipai onboard` command is correct
+- [ ] Manual install steps are accurate (clone URL, commands)
+- [ ] Prerequisites (Node version, pnpm version) are current
+- [ ] Server URL and port are correct
+
+### "What is Paperclip" section
+- [ ] High-level description is accurate
+- [ ] Step table (Define goal / Hire team / Approve and run) is correct
+
+### "Works with" table
+- [ ] All supported adapters/runtimes are listed
+- [ ] No removed adapters still listed
+- [ ] Logos and labels match current adapter names
+
+### "Paperclip is right for you if"
+- [ ] Use cases are still accurate
+- [ ] No claims about capabilities that don't exist
+
+### "Why Paperclip is special"
+- [ ] Technical claims are accurate (atomic execution, governance, etc.)
+- [ ] No features listed that were removed or significantly changed
+
+### FAQ
+- [ ] Answers are still correct
+- [ ] No references to removed features or outdated behavior
+
+### Development section
+- [ ] Commands are accurate (`pnpm dev`, `pnpm build`, etc.)
+- [ ] Link to DEVELOPING.md is correct
+
+## doc/SPEC.md
+
+### Company Model
+- [ ] Fields match current schema
+- [ ] Governance model description is accurate
+
+### Agent Model
+- [ ] Adapter types match what's actually supported
+- [ ] Agent configuration description is accurate
+- [ ] No features described as "not supported" or "not V1" that shipped
+
+### Task Model
+- [ ] Task hierarchy description is accurate
+- [ ] Status values match current implementation
+
+### Extensions / Plugins
+- [ ] If plugins are shipped, no "not in V1" or "future" language
+- [ ] Plugin model description matches implementation
+
+### Open Questions
+- [ ] Resolved questions removed or updated
+- [ ] No "TBD" items that have been decided
+
+## doc/PRODUCT.md
+
+### Core Concepts
+- [ ] Company, Employees, Task Management descriptions accurate
+- [ ] Agent Execution modes described correctly
+- [ ] No missing major concepts
+
+### Principles
+- [ ] Principles haven't been contradicted by shipped features
+- [ ] No principles referencing removed capabilities
+
+### User Flow
+- [ ] Dream scenario still reflects actual onboarding
+- [ ] Steps are achievable with current features

.agents/skills/doc-maintenance/references/section-map.md

@@ -0,0 +1,22 @@
+# Section Map
+
+Maps feature areas to specific document sections so the skill knows where to
+look when a feature ships or changes.
+
+| Feature Area | README Section | SPEC Section | PRODUCT Section |
+|-------------|---------------|-------------|----------------|
+| Plugins / Extensions | Features table, Roadmap | Extensions, Agent Model | Core Concepts |
+| Adapters (new runtimes) | "Works with" table, FAQ | Agent Model, Agent Configuration | Employees & Agents, Agent Execution |
+| Governance / Approvals | Features table, "Why special" | Board Governance, Board Approval Gates | Principles |
+| Budget / Cost Control | Features table, "Why special" | Budget Delegation | Company (revenue & expenses) |
+| Task Management | Features table | Task Model | Task Management |
+| Org Chart / Hierarchy | Features table | Agent Model (reporting) | Employees & Agents |
+| Multi-Company | Features table, FAQ | Company Model | Company |
+| Heartbeats | Features table, FAQ | Agent Execution | Agent Execution |
+| CLI Commands | Development section | — | — |
+| Onboarding / Quickstart | Quickstart, FAQ | — | User Flow |
+| Skills / Skill Injection | "Why special" | — | — |
+| Company Templates | "Why special", Roadmap (ClipMart) | — | — |
+| Mobile / UI | Features table | — | — |
+| Project Archiving | — | — | — |
+| OpenClaw Integration | "Works with" table, FAQ | Agent Model | Agent Execution |

.agents/skills/release-changelog/SKILL.md

@@ -1,7 +1,7 @@
 ---
 name: release-changelog
 description: >
-  Generate the stable Paperclip release changelog at releases/v{version}.md by
+  Generate the stable Paperclip release changelog at releases/vYYYY.MDD.P.md by
   reading commits, changesets, and merged PR context since the last stable tag.
 ---
 
@@ -9,20 +9,33 @@ description: >
 
 Generate the user-facing changelog for the **stable** Paperclip release.
 
+## Versioning Model
+
+Paperclip uses **calendar versioning (calver)**:
+
+- Stable releases: `YYYY.MDD.P` (e.g. `2026.318.0`)
+- Canary releases: `YYYY.MDD.P-canary.N` (e.g. `2026.318.1-canary.0`)
+- Git tags: `vYYYY.MDD.P` for stable, `canary/vYYYY.MDD.P-canary.N` for canary
+
+There are no major/minor/patch bumps. The stable version is derived from the
+intended release date (UTC) plus the next same-day stable patch slot.
+
 Output:
 
-- `releases/v{version}.md`
+- `releases/vYYYY.MDD.P.md`
 
-Important rule:
+Important rules:
 
-- even if there are canary releases such as `1.2.3-canary.0`, the changelog file stays `releases/v1.2.3.md`
+- even if there are canary releases such as `2026.318.1-canary.0`, the changelog file stays `releases/v2026.318.1.md`
+- do not derive versions from semver bump types
+- do not create canary changelog files
 
 ## Step 0 — Idempotency Check
 
 Before generating anything, check whether the file already exists:
 
 ```bash
-ls releases/v{version}.md 2>/dev/null
+ls releases/vYYYY.MDD.P.md 2>/dev/null
 ```
 
 If it exists:
@@ -41,13 +54,14 @@ git tag --list 'v*' --sort=-version:refname | head -1
 git log v{last}..HEAD --oneline --no-merges
 ```
 
-The planned stable version comes from one of:
+The stable version comes from one of:
 
 - an explicit maintainer request
-- the chosen bump type applied to the last stable tag
+- `./scripts/release.sh stable --date YYYY-MM-DD --print-version`
 - the release plan already agreed in `doc/RELEASING.md`
 
 Do not derive the changelog version from a canary tag or prerelease suffix.
+Do not derive major/minor/patch bumps from API intent — calver uses the date and same-day stable slot.
 
 ## Step 2 — Gather the Raw Inputs
 
@@ -73,7 +87,6 @@ Look for:
 - destructive migrations
 - removed or changed API fields/endpoints
 - renamed or removed config keys
-- `major` changesets
 - `BREAKING:` or `BREAKING CHANGE:` commit signals
 
 Key commands:
@@ -85,7 +98,8 @@ git diff v{last}..HEAD -- server/src/routes/ server/src/api/
 git log v{last}..HEAD --format="%s" | rg -n 'BREAKING CHANGE|BREAKING:|^[a-z]+!:' || true
 ```
 
-If the requested bump is lower than the minimum required bump, flag that before the release proceeds.
+If breaking changes are detected, flag them prominently — they must appear in the
+Breaking Changes section with an upgrade path.
 
 ## Step 4 — Categorize for Users
 
@@ -130,9 +144,9 @@ Rules:
 Template:
 
 ```markdown
-# v{version}
+# vYYYY.MDD.P
 
-> Released: {YYYY-MM-DD}
+> Released: YYYY-MM-DD
 
 ## Breaking Changes
 

.agents/skills/release/SKILL.md

@@ -2,23 +2,21 @@
 name: release
 description: >
   Coordinate a full Paperclip release across engineering verification, npm,
-  GitHub, website publishing, and announcement follow-up. Use when leadership
+  GitHub, smoke testing, and announcement follow-up. Use when leadership asks
-  asks to ship a release, not merely to discuss version bumps.
+  to ship a release, not merely to discuss versioning.
 ---
 
 # Release Coordination Skill
 
-Run the full Paperclip release as a maintainer workflow, not just an npm publish.
+Run the full Paperclip maintainer release workflow, not just an npm publish.
 
 This skill coordinates:
 
 - stable changelog drafting via `release-changelog`
-- release-train setup via `scripts/release-start.sh`
+- canary verification and publish status from `master`
-- prerelease canary publishing via `scripts/release.sh --canary`
 - Docker smoke testing via `scripts/docker-onboard-smoke.sh`
-- stable publishing via `scripts/release.sh`
+- manual stable promotion from a chosen source ref
-- pushing the stable branch commit and tag
+- GitHub Release creation
-- GitHub Release creation via `scripts/create-github-release.sh`
 - website / announcement follow-up tasks
 
 ## Trigger
@@ -26,8 +24,9 @@ This skill coordinates:
 Use this skill when leadership asks for:
 
 - "do a release"
-- "ship the next patch/minor/major"
+- "ship the release"
-- "release vX.Y.Z"
+- "promote this canary to stable"
+- "cut the stable release"
 
 ## Preconditions
 
@@ -35,10 +34,10 @@ Before proceeding, verify all of the following:
 
 1. `.agents/skills/release-changelog/SKILL.md` exists and is usable.
 2. The repo working tree is clean, including untracked files.
-3. There are commits since the last stable tag.
+3. There is at least one canary or candidate commit since the last stable tag.
-4. The release SHA has passed the verification gate or is about to.
+4. The candidate SHA has passed the verification gate or is about to.
-5. If package manifests changed, the CI-owned `pnpm-lock.yaml` refresh is already merged on `master` before the release branch is cut.
+5. If manifests changed, the CI-owned `pnpm-lock.yaml` refresh is already merged on `master`.
-6. npm publish rights are available locally, or the GitHub release workflow is being used with trusted publishing.
+6. npm publish rights are available through GitHub trusted publishing, or through local npm auth for emergency/manual use.
 7. If running through Paperclip, you have issue context for status updates and follow-up task creation.
 
 If any precondition fails, stop and report the blocker.
@@ -47,78 +46,67 @@ If any precondition fails, stop and report the blocker.
 
 Collect these inputs up front:
 
-- requested bump: `patch`, `minor`, or `major`
+- whether the target is a canary check or a stable promotion
-- whether this run is a dry run or live release
+- the candidate `source_ref` for stable
-- whether the release is being run locally or from GitHub Actions
+- whether the stable run is dry-run or live
 - release issue / company context for website and announcement follow-up
 
 ## Step 0 — Release Model
 
-Paperclip now uses this release model:
+Paperclip now uses a commit-driven release model:
 
-1. Start or resume `release/X.Y.Z`
+1. every push to `master` publishes a canary automatically
-2. Draft the **stable** changelog as `releases/vX.Y.Z.md`
+2. canaries use `YYYY.MDD.P-canary.N`
-3. Publish one or more **prerelease canaries** such as `X.Y.Z-canary.0`
+3. stable releases use `YYYY.MDD.P`
-4. Smoke test the canary via Docker
+4. the middle slot is `MDD`, where `M` is the UTC month and `DD` is the zero-padded UTC day
-5. Publish the stable version `X.Y.Z`
+5. the stable patch slot increments when more than one stable ships on the same UTC date
-6. Push the stable branch commit and tag
+6. stable releases are manually promoted from a chosen tested commit or canary source commit
-7. Create the GitHub Release
+7. only stable releases get `releases/vYYYY.MDD.P.md`, git tag `vYYYY.MDD.P`, and a GitHub Release
-8. Merge `release/X.Y.Z` back to `master` without squash or rebase
-9. Complete website and announcement surfaces
 
-Critical consequence:
+Critical consequences:
 
-- Canaries do **not** use promote-by-dist-tag anymore.
+- do not use release branches as the default path
-- The changelog remains stable-only. Do not create `releases/vX.Y.Z-canary.N.md`.
+- do not derive major/minor/patch bumps
+- do not create canary changelog files
+- do not create canary GitHub Releases
 
-## Step 1 — Decide the Stable Version
+## Step 1 — Choose the Candidate
 
-Start the release train first:
+For canary validation:
+
+- inspect the latest successful canary run on `master`
+- record the canary version and source SHA
+
+For stable promotion:
+
+1. choose the tested source ref
+2. confirm it is the exact SHA you want to promote
+3. resolve the target stable version with `./scripts/release.sh stable --date YYYY-MM-DD --print-version`
+
+Useful commands:
 
 ```bash
-./scripts/release-start.sh {patch|minor|major}
+git tag --list 'v*' --sort=-version:refname | head -1
+git log --oneline --no-merges
+npm view paperclipai@canary version
 ```
 
-Then run release preflight:
-
-```bash
-./scripts/release-preflight.sh canary {patch|minor|major}
-# or
-./scripts/release-preflight.sh stable {patch|minor|major}
-```
-
-Then use the last stable tag as the base:
-
-```bash
-LAST_TAG=$(git tag --list 'v*' --sort=-version:refname | head -1)
-git log "${LAST_TAG}..HEAD" --oneline --no-merges
-git diff --name-only "${LAST_TAG}..HEAD" -- packages/db/src/migrations/
-git diff "${LAST_TAG}..HEAD" -- packages/db/src/schema/
-git log "${LAST_TAG}..HEAD" --format="%s" | rg -n 'BREAKING CHANGE|BREAKING:|^[a-z]+!:' || true
-```
-
-Bump policy:
-
-- destructive migrations, removed APIs, breaking config changes -> `major`
-- additive migrations or clearly user-visible features -> at least `minor`
-- fixes only -> `patch`
-
-If the requested bump is too low, escalate it and explain why.
-
 ## Step 2 — Draft the Stable Changelog
 
-Invoke `release-changelog` and generate:
+Stable changelog files live at:
 
-- `releases/vX.Y.Z.md`
+- `releases/vYYYY.MDD.P.md`
+
+Invoke `release-changelog` and generate or update the stable notes only.
 
 Rules:
 
 - review the draft with a human before publish
 - preserve manual edits if the file already exists
-- keep the heading and filename stable-only, for example `v1.2.3`
+- keep the filename stable-only
-- do not create a separate canary changelog file
+- do not create a canary changelog file
 
-## Step 3 — Verify the Release SHA
+## Step 3 — Verify the Candidate SHA
 
 Run the standard gate:
 
@@ -128,41 +116,27 @@ pnpm test:run
 pnpm build
 ```
 
-If the release will be run through GitHub Actions, the workflow can rerun this gate. Still report whether the local tree currently passes.
+If the GitHub release workflow will run the publish, it can rerun this gate. Still report local status if you checked it.
 
-The GitHub Actions release workflow installs with `pnpm install --frozen-lockfile`. Treat that as a release invariant, not a nuisance: if manifests changed and the lockfile refresh PR has not landed yet, stop and wait for `master` to contain the committed lockfile before shipping.
+For PRs that touch release logic, the repo also runs a canary release dry-run in CI. That is a release-specific guard, not a substitute for the standard gate.
 
-## Step 4 — Publish a Canary
+## Step 4 — Validate the Canary
 
-Run from the `release/X.Y.Z` branch:
+The normal canary path is automatic from `master` via:
 
-```bash
+- `.github/workflows/release.yml`
-./scripts/release.sh {patch|minor|major} --canary --dry-run
-./scripts/release.sh {patch|minor|major} --canary
-```
 
-What this means:
+Confirm:
 
-- npm receives `X.Y.Z-canary.N` under dist-tag `canary`
+1. verification passed
-- `latest` remains unchanged
+2. npm canary publish succeeded
-- no git tag is created
+3. git tag `canary/vYYYY.MDD.P-canary.N` exists
-- the script cleans the working tree afterward
 
-Guard:
+Useful checks:
-
-- if the current stable is `0.2.7`, the next patch canary is `0.2.8-canary.0`
-- the tooling must never publish `0.2.7-canary.N` after `0.2.7` is already stable
-
-After publish, verify:
 
 ```bash
 npm view paperclipai@canary version
-```
+git tag --list 'canary/v*' --sort=-version:refname | head -5
-
-The user install path is:
-
-```bash
-npx paperclipai@canary onboard
 ```
 
 ## Step 5 — Smoke Test the Canary
@@ -173,60 +147,70 @@ Run:
 PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
 ```
 
+Useful isolated variant:
+
+```bash
+HOST_PORT=3232 DATA_DIR=./data/release-smoke-canary PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
+```
+
 Confirm:
 
 1. install succeeds
-2. onboarding completes
+2. onboarding completes without crashes
-3. server boots
+3. the server boots
-4. UI loads
+4. the UI loads
-5. basic company/dashboard flow works
+5. basic company creation and dashboard load work
 
 If smoke testing fails:
 
 - stop the stable release
-- fix the issue
+- fix the issue on `master`
-- publish another canary
+- wait for the next automatic canary
-- repeat the smoke test
+- rerun smoke testing
 
-Each retry should create a higher canary ordinal, while the stable target version can stay the same.
+## Step 6 — Preview or Publish Stable
 
-## Step 6 — Publish Stable
+The normal stable path is manual `workflow_dispatch` on:
 
-Once the SHA is vetted, run:
+- `.github/workflows/release.yml`
+
+Inputs:
+
+- `source_ref`
+- `stable_date`
+- `dry_run`
+
+Before live stable:
+
+1. resolve the target stable version with `./scripts/release.sh stable --date YYYY-MM-DD --print-version`
+2. ensure `releases/vYYYY.MDD.P.md` exists on the source ref
+3. run the stable workflow in dry-run mode first when practical
+4. then run the real stable publish
+
+The stable workflow:
+
+- re-verifies the exact source ref
+- computes the next stable patch slot for the chosen UTC date
+- publishes `YYYY.MDD.P` under dist-tag `latest`
+- creates git tag `vYYYY.MDD.P`
+- creates or updates the GitHub Release from `releases/vYYYY.MDD.P.md`
+
+Local emergency/manual commands:
 
 ```bash
-./scripts/release.sh {patch|minor|major} --dry-run
+./scripts/release.sh stable --dry-run
-./scripts/release.sh {patch|minor|major}
+./scripts/release.sh stable
+git push public-gh refs/tags/vYYYY.MDD.P
+./scripts/create-github-release.sh YYYY.MDD.P
 ```
 
-Stable publish does this:
+## Step 7 — Finish the Other Surfaces
-
-- publishes `X.Y.Z` to npm under `latest`
-- creates the local release commit
-- creates the local git tag `vX.Y.Z`
-
-Stable publish does **not** push the release for you.
-
-## Step 7 — Push and Create GitHub Release
-
-After stable publish succeeds:
-
-```bash
-git push public-gh HEAD --follow-tags
-./scripts/create-github-release.sh X.Y.Z
-```
-
-Use the stable changelog file as the GitHub Release notes source.
-
-Then open the PR from `release/X.Y.Z` back to `master` and merge without squash or rebase.
-
-## Step 8 — Finish the Other Surfaces
 
 Create or verify follow-up work for:
 
 - website changelog publishing
 - launch post / social announcement
-- any release summary in Paperclip issue context
+- release summary in Paperclip issue context
 
 These should reference the stable release, not the canary.
 
@@ -236,9 +220,9 @@ If the canary is bad:
 
 - publish another canary, do not ship stable
 
-If stable npm publish succeeds but push or GitHub release creation fails:
+If stable npm publish succeeds but tag push or GitHub release creation fails:
 
-- fix the git/GitHub issue immediately from the same checkout
+- fix the git/GitHub issue immediately from the same release result
 - do not republish the same version
 
 If `latest` is bad after stable publish:
@@ -247,15 +231,17 @@ If `latest` is bad after stable publish:
 ./scripts/rollback-latest.sh <last-good-version>
 ```
 
-Then fix forward with a new patch release.
+Then fix forward with a new stable release.
 
 ## Output
 
 When the skill completes, provide:
 
-- stable version and, if relevant, the final canary version tested
+- candidate SHA and tested canary version, if relevant
+- stable version, if promoted
 - verification status
 - npm status
+- smoke-test status
 - git tag / GitHub Release status
 - website / announcement follow-up status
 - rollback recommendation if anything is still partially complete

.changeset/README.md

@@ -1,8 +0,0 @@
-# Changesets
-
-Hello and welcome! This folder has been automatically generated by `@changesets/cli`, a build tool that works
-with multi-package repos, or single-package repos to help you version and publish your code. You can
-find the full documentation for it [in our repository](https://github.com/changesets/changesets).
-
-We have a quick list of common questions to get you started engaging with this project in
-[our documentation](https://github.com/changesets/changesets/blob/main/docs/common-questions.md).

.changeset/config.json

@@ -1,11 +0,0 @@
-{
-  "$schema": "https://unpkg.com/@changesets/config@3.1.3/schema.json",
-  "changelog": "@changesets/cli/changelog",
-  "commit": false,
-  "fixed": [["@paperclipai/*", "paperclipai"]],
-  "linked": [],
-  "access": "public",
-  "baseBranch": "master",
-  "updateInternalDependencies": "patch",
-  "ignore": ["@paperclipai/ui"]
-}

.github/CODEOWNERS

@@ -0,0 +1,10 @@
+# Replace @cryppadotta if a different maintainer or team should own release infrastructure.
+
+.github/** @cryppadotta @devinfoley
+scripts/release*.sh @cryppadotta @devinfoley
+scripts/release-*.mjs @cryppadotta @devinfoley
+scripts/create-github-release.sh @cryppadotta @devinfoley
+scripts/rollback-latest.sh @cryppadotta @devinfoley
+doc/RELEASING.md @cryppadotta @devinfoley
+doc/PUBLISHING.md @cryppadotta @devinfoley
+doc/RELEASE-AUTOMATION-SETUP.md @cryppadotta @devinfoley

.github/workflows/pr-verify.yml

@@ -26,7 +26,7 @@ jobs:
       - name: Setup Node.js
         uses: actions/setup-node@v4
         with:
-          node-version: 20
+          node-version: 24
           cache: pnpm
 
       - name: Install dependencies
@@ -40,3 +40,9 @@ jobs:
 
       - name: Build
         run: pnpm build
+
+      - name: Release canary dry run
+        run: |
+          git checkout -B master HEAD
+          git checkout -- pnpm-lock.yaml
+          ./scripts/release.sh canary --skip-verify --dry-run

.github/workflows/refresh-lockfile.yml

@@ -79,3 +79,15 @@ jobs:
           else
             echo "PR #$existing already exists, branch updated via force push."
           fi
+
+      - name: Enable auto-merge for lockfile PR
+        env:
+          GH_TOKEN: ${{ github.token }}
+        run: |
+          pr_url="$(gh pr list --head chore/refresh-lockfile --json url --jq '.[0].url')"
+          if [ -z "$pr_url" ]; then
+            echo "Error: lockfile PR was not found." >&2
+            exit 1
+          fi
+
+          gh pr merge --auto --squash --delete-branch "$pr_url"

.github/workflows/release-smoke.yml

@@ -0,0 +1,118 @@
+name: Release Smoke
+
+on:
+  workflow_dispatch:
+    inputs:
+      paperclip_version:
+        description: Published Paperclip dist-tag to test
+        required: true
+        default: canary
+        type: choice
+        options:
+          - canary
+          - latest
+      host_port:
+        description: Host port for the Docker smoke container
+        required: false
+        default: "3232"
+        type: string
+      artifact_name:
+        description: Artifact name for uploaded diagnostics
+        required: false
+        default: release-smoke
+        type: string
+  workflow_call:
+    inputs:
+      paperclip_version:
+        required: true
+        type: string
+      host_port:
+        required: false
+        default: "3232"
+        type: string
+      artifact_name:
+        required: false
+        default: release-smoke
+        type: string
+
+jobs:
+  smoke:
+    runs-on: ubuntu-latest
+    timeout-minutes: 45
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --no-frozen-lockfile
+
+      - name: Install Playwright browser
+        run: npx playwright install --with-deps chromium
+
+      - name: Launch Docker smoke harness
+        run: |
+          metadata_file="$RUNNER_TEMP/release-smoke.env"
+          HOST_PORT="${{ inputs.host_port }}" \
+          DATA_DIR="$RUNNER_TEMP/release-smoke-data" \
+          PAPERCLIPAI_VERSION="${{ inputs.paperclip_version }}" \
+          SMOKE_DETACH=true \
+          SMOKE_METADATA_FILE="$metadata_file" \
+          ./scripts/docker-onboard-smoke.sh
+          set -a
+          source "$metadata_file"
+          set +a
+          {
+            echo "SMOKE_BASE_URL=$SMOKE_BASE_URL"
+            echo "SMOKE_ADMIN_EMAIL=$SMOKE_ADMIN_EMAIL"
+            echo "SMOKE_ADMIN_PASSWORD=$SMOKE_ADMIN_PASSWORD"
+            echo "SMOKE_CONTAINER_NAME=$SMOKE_CONTAINER_NAME"
+            echo "SMOKE_DATA_DIR=$SMOKE_DATA_DIR"
+            echo "SMOKE_IMAGE_NAME=$SMOKE_IMAGE_NAME"
+            echo "SMOKE_PAPERCLIPAI_VERSION=$SMOKE_PAPERCLIPAI_VERSION"
+            echo "SMOKE_METADATA_FILE=$metadata_file"
+          } >> "$GITHUB_ENV"
+
+      - name: Run release smoke Playwright suite
+        env:
+          PAPERCLIP_RELEASE_SMOKE_BASE_URL: ${{ env.SMOKE_BASE_URL }}
+          PAPERCLIP_RELEASE_SMOKE_EMAIL: ${{ env.SMOKE_ADMIN_EMAIL }}
+          PAPERCLIP_RELEASE_SMOKE_PASSWORD: ${{ env.SMOKE_ADMIN_PASSWORD }}
+        run: pnpm run test:release-smoke
+
+      - name: Capture Docker logs
+        if: always()
+        run: |
+          if [[ -n "${SMOKE_CONTAINER_NAME:-}" ]]; then
+            docker logs "$SMOKE_CONTAINER_NAME" >"$RUNNER_TEMP/docker-onboard-smoke.log" 2>&1 || true
+          fi
+
+      - name: Upload diagnostics
+        if: always()
+        uses: actions/upload-artifact@v4
+        with:
+          name: ${{ inputs.artifact_name }}
+          path: |
+            ${{ runner.temp }}/docker-onboard-smoke.log
+            ${{ env.SMOKE_METADATA_FILE }}
+            tests/release-smoke/playwright-report/
+            tests/release-smoke/test-results/
+          retention-days: 14
+
+      - name: Stop Docker smoke container
+        if: always()
+        run: |
+          if [[ -n "${SMOKE_CONTAINER_NAME:-}" ]]; then
+            docker rm -f "$SMOKE_CONTAINER_NAME" >/dev/null 2>&1 || true
+          fi

.github/workflows/release.yml

@@ -1,38 +1,33 @@
 name: Release
 
 on:
+  push:
+    branches:
+      - master
   workflow_dispatch:
     inputs:
-      channel:
+      source_ref:
-        description: Release channel
+        description: Commit SHA, branch, or tag to publish as stable
         required: true
-        type: choice
+        type: string
-        default: canary
+        default: master
-        options:
+      stable_date:
-          - canary
+        description: Enter a UTC date in YYYY-MM-DD format, for example 2026-03-18. Do not enter a version string. The workflow will resolve that date to a stable version such as 2026.318.0, then 2026.318.1 for the next same-day stable.
-          - stable
+        required: false
-      bump:
+        type: string
-        description: Semantic version bump
-        required: true
-        type: choice
-        default: patch
-        options:
-          - patch
-          - minor
-          - major
       dry_run:
-        description: Preview the release without publishing
+        description: Preview the stable release without publishing
         required: true
         type: boolean
-        default: true
+        default: false
 
 concurrency:
-  group: release-${{ github.ref }}
+  group: release-${{ github.event_name }}-${{ github.ref }}
   cancel-in-progress: false
 
 jobs:
-  verify:
+  verify_canary:
-    if: startsWith(github.ref, 'refs/heads/release/')
+    if: github.event_name == 'push'
     runs-on: ubuntu-latest
     timeout-minutes: 30
     permissions:
@@ -56,7 +51,7 @@ jobs:
           cache: pnpm
 
       - name: Install dependencies
-        run: pnpm install --frozen-lockfile
+        run: pnpm install --no-frozen-lockfile
 
       - name: Typecheck
         run: pnpm -r typecheck
@@ -67,12 +62,12 @@ jobs:
       - name: Build
         run: pnpm build
 
-  publish:
+  publish_canary:
-    if: startsWith(github.ref, 'refs/heads/release/')
+    if: github.event_name == 'push'
-    needs: verify
+    needs: verify_canary
     runs-on: ubuntu-latest
     timeout-minutes: 45
-    environment: npm-release
+    environment: npm-canary
     permissions:
       contents: write
       id-token: write
@@ -95,34 +90,168 @@ jobs:
           cache: pnpm
 
       - name: Install dependencies
-        run: pnpm install --frozen-lockfile
+        run: pnpm install --no-frozen-lockfile
+
+      - name: Restore tracked install-time changes
+        run: git checkout -- pnpm-lock.yaml
 
       - name: Configure git author
         run: |
           git config user.name "github-actions[bot]"
           git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
 
-      - name: Run release script
+      - name: Publish canary
+        env:
+          GITHUB_ACTIONS: "true"
+        run: ./scripts/release.sh canary --skip-verify
+
+      - name: Push canary tag
+        run: |
+          tag="$(git tag --points-at HEAD | grep '^canary/v' | head -1)"
+          if [ -z "$tag" ]; then
+            echo "Error: no canary tag points at HEAD after release." >&2
+            exit 1
+          fi
+          git push origin "refs/tags/${tag}"
+
+  verify_stable:
+    if: github.event_name == 'workflow_dispatch'
+    runs-on: ubuntu-latest
+    timeout-minutes: 30
+    permissions:
+      contents: read
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+          ref: ${{ inputs.source_ref }}
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --no-frozen-lockfile
+
+      - name: Typecheck
+        run: pnpm -r typecheck
+
+      - name: Run tests
+        run: pnpm test:run
+
+      - name: Build
+        run: pnpm build
+
+  preview_stable:
+    if: github.event_name == 'workflow_dispatch' && inputs.dry_run
+    needs: verify_stable
+    runs-on: ubuntu-latest
+    timeout-minutes: 45
+    permissions:
+      contents: read
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+          ref: ${{ inputs.source_ref }}
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --no-frozen-lockfile
+
+      - name: Dry-run stable release
         env:
           GITHUB_ACTIONS: "true"
         run: |
-          args=("${{ inputs.bump }}")
+          args=(stable --skip-verify --dry-run)
-          if [ "${{ inputs.channel }}" = "canary" ]; then
+          if [ -n "${{ inputs.stable_date }}" ]; then
-            args+=("--canary")
+            args+=(--date "${{ inputs.stable_date }}")
-          fi
-          if [ "${{ inputs.dry_run }}" = "true" ]; then
-            args+=("--dry-run")
           fi
           ./scripts/release.sh "${args[@]}"
 
-      - name: Push stable release branch commit and tag
+  publish_stable:
-        if: inputs.channel == 'stable' && !inputs.dry_run
+    if: github.event_name == 'workflow_dispatch' && !inputs.dry_run
-        run: git push origin "HEAD:${GITHUB_REF_NAME}" --follow-tags
+    needs: verify_stable
+    runs-on: ubuntu-latest
+    timeout-minutes: 45
+    environment: npm-stable
+    permissions:
+      contents: write
+      id-token: write
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+          ref: ${{ inputs.source_ref }}
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --no-frozen-lockfile
+
+      - name: Restore tracked install-time changes
+        run: git checkout -- pnpm-lock.yaml
+
+      - name: Configure git author
+        run: |
+          git config user.name "github-actions[bot]"
+          git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
+
+      - name: Publish stable
+        env:
+          GITHUB_ACTIONS: "true"
+        run: |
+          args=(stable --skip-verify)
+          if [ -n "${{ inputs.stable_date }}" ]; then
+            args+=(--date "${{ inputs.stable_date }}")
+          fi
+          ./scripts/release.sh "${args[@]}"
+
+      - name: Push stable tag
+        run: |
+          tag="$(git tag --points-at HEAD | grep '^v' | head -1)"
+          if [ -z "$tag" ]; then
+            echo "Error: no stable tag points at HEAD after release." >&2
+            exit 1
+          fi
+          git push origin "refs/tags/${tag}"
 
       - name: Create GitHub Release
-        if: inputs.channel == 'stable' && !inputs.dry_run
         env:
           GH_TOKEN: ${{ github.token }}
+          PUBLISH_REMOTE: origin
         run: |
           version="$(git tag --points-at HEAD | grep '^v' | head -1 | sed 's/^v//')"
           if [ -z "$version" ]; then

.gitignore

@@ -37,7 +37,16 @@ tmp/
 .vscode/
 .claude/settings.local.json
 .paperclip-local/
+/.idea/
+/.agents/
+
+# Doc maintenance cursor
+.doc-review-cursor
 
 # Playwright
 tests/e2e/test-results/
-tests/e2e/playwright-report/
+tests/e2e/playwright-report/
+tests/release-smoke/test-results/
+tests/release-smoke/playwright-report/
+.superset/
+.claude/worktrees/

CONTRIBUTING.md

@@ -7,6 +7,7 @@ We really appreciate both small fixes and thoughtful larger changes.
 ## Two Paths to Get Your Pull Request Accepted
 
 ### Path 1: Small, Focused Changes (Fastest way to get merged)
+
 - Pick **one** clear thing to fix/improve
 - Touch the **smallest possible number of files**
 - Make sure the change is very targeted and easy to review
@@ -16,6 +17,7 @@ We really appreciate both small fixes and thoughtful larger changes.
 These almost always get merged quickly when they're clean.
 
 ### Path 2: Bigger or Impactful Changes
+
 - **First** talk about it in Discord → #dev channel  
   → Describe what you're trying to solve  
   → Share rough ideas / approach
@@ -30,12 +32,43 @@ These almost always get merged quickly when they're clean.
 PRs that follow this path are **much** more likely to be accepted, even when they're large.
 
 ## General Rules (both paths)
+
 - Write clear commit messages
 - Keep PR title + description meaningful
 - One PR = one logical change (unless it's a small related group)
 - Run tests locally first
 - Be kind in discussions 😄
 
+## Writing a Good PR message
+
+Please include a "thinking path" at the top of your PR message that explains from the top of the project down to what you fixed. E.g.:
+
+### Thinking Path Example 1:
+
+> - Paperclip orchestrates ai-agents for zero-human companies
+> - There are many types of adapters for each LLM model provider
+> - But LLM's have a context limit and not all agents can automatically compact their context
+> - So we need to have an adapter-specific configuration for which adapters can and cannot automatically compact their context
+> - This pull request adds per-adapter configuration of compaction, either auto or paperclip managed
+> - That way we can get optimal performance from any adapter/provider in Paperclip
+
+### Thinking Path Example 2:
+
+> - Paperclip orchestrates ai-agents for zero-human companies
+> - But humans want to watch the agents and oversee their work
+> - Human users also operate in teams and so they need their own logins, profiles, views etc.
+> - So we have a multi-user system for humans
+> - But humans want to be able to update their own profile picture and avatar
+> - But the avatar upload form wasn't saving the avatar to the file storage system
+> - So this PR fixes the avatar upload form to use the file storage service
+> - The benefit is we don't have a one-off file storage for just one aspect of the system, which would cause confusion and extra configuration
+
+Then have the rest of your normal PR message after the Thinking Path.
+
+This should include details about what you did, why you did it, why it matters & the benefits, how we can verify it works, and any risks.
+
+Please include screenshots if possible if you have a visible change. (use something like the [agent-browser skill](https://github.com/vercel-labs/agent-browser/blob/main/skills/agent-browser/SKILL.md) or similar to take screenshots). Ideally, you include before and after screenshots.
+
 Questions? Just ask in #dev — we're happy to help.
 
 Happy hacking!

README.md

@@ -239,7 +239,7 @@ See [doc/DEVELOPING.md](doc/DEVELOPING.md) for the full development guide.
 - ⚪ ClipMart - buy and sell entire agent companies
 - ⚪ Easy agent configurations / easier to understand
 - ⚪ Better support for harness engineering
-- ⚪ Plugin system (e.g. if you want to add a knowledgebase, custom tracing, queues, etc)
+- 🟢 Plugin system (e.g. if you want to add a knowledgebase, custom tracing, queues, etc)
 - ⚪ Better docs
 
 <br/>

cli/CHANGELOG.md

@@ -1,5 +1,23 @@
 # paperclipai
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+  - @paperclipai/adapter-claude-local@0.3.1
+  - @paperclipai/adapter-codex-local@0.3.1
+  - @paperclipai/adapter-cursor-local@0.3.1
+  - @paperclipai/adapter-gemini-local@0.3.1
+  - @paperclipai/adapter-openclaw-gateway@0.3.1
+  - @paperclipai/adapter-opencode-local@0.3.1
+  - @paperclipai/adapter-pi-local@0.3.1
+  - @paperclipai/db@0.3.1
+  - @paperclipai/shared@0.3.1
+  - @paperclipai/server@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

cli/package.json

@@ -1,6 +1,6 @@
 {
   "name": "paperclipai",
-  "version": "0.3.0",
+  "version": "0.3.1",
   "description": "Paperclip CLI — orchestrate AI agent teams to run a business",
   "type": "module",
   "bin": {
@@ -16,10 +16,13 @@
   "license": "MIT",
   "repository": {
     "type": "git",
-    "url": "https://github.com/paperclipai/paperclip.git",
+    "url": "https://github.com/paperclipai/paperclip",
     "directory": "cli"
   },
   "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
   "files": [
     "dist"
   ],

cli/src/__tests__/company-delete.test.ts

@@ -8,12 +8,16 @@ function makeCompany(overrides: Partial<Company>): Company {
     name: "Alpha",
     description: null,
     status: "active",
+    pauseReason: null,
+    pausedAt: null,
     issuePrefix: "ALP",
     issueCounter: 1,
     budgetMonthlyCents: 0,
     spentMonthlyCents: 0,
     requireBoardApprovalForNewAgents: false,
     brandColor: null,
+    logoAssetId: null,
+    logoUrl: null,
     createdAt: new Date(),
     updatedAt: new Date(),
     ...overrides,

cli/src/commands/client/plugin.ts

@@ -0,0 +1,374 @@
+import path from "node:path";
+import { Command } from "commander";
+import pc from "picocolors";
+import {
+  addCommonClientOptions,
+  handleCommandError,
+  printOutput,
+  resolveCommandContext,
+  type BaseClientOptions,
+} from "./common.js";
+
+// ---------------------------------------------------------------------------
+// Types mirroring server-side shapes
+// ---------------------------------------------------------------------------
+
+interface PluginRecord {
+  id: string;
+  pluginKey: string;
+  packageName: string;
+  version: string;
+  status: string;
+  displayName?: string;
+  lastError?: string | null;
+  installedAt: string;
+  updatedAt: string;
+}
+
+
+// ---------------------------------------------------------------------------
+// Option types
+// ---------------------------------------------------------------------------
+
+interface PluginListOptions extends BaseClientOptions {
+  status?: string;
+}
+
+interface PluginInstallOptions extends BaseClientOptions {
+  local?: boolean;
+  version?: string;
+}
+
+interface PluginUninstallOptions extends BaseClientOptions {
+  force?: boolean;
+}
+
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+
+/**
+ * Resolve a local path argument to an absolute path so the server can find the
+ * plugin on disk regardless of where the user ran the CLI.
+ */
+function resolvePackageArg(packageArg: string, isLocal: boolean): string {
+  if (!isLocal) return packageArg;
+  // Already absolute
+  if (path.isAbsolute(packageArg)) return packageArg;
+  // Expand leading ~ to home directory
+  if (packageArg.startsWith("~")) {
+    const home = process.env.HOME ?? process.env.USERPROFILE ?? "";
+    return path.resolve(home, packageArg.slice(1).replace(/^[\\/]/, ""));
+  }
+  return path.resolve(process.cwd(), packageArg);
+}
+
+function formatPlugin(p: PluginRecord): string {
+  const statusColor =
+    p.status === "ready"
+      ? pc.green(p.status)
+      : p.status === "error"
+        ? pc.red(p.status)
+        : p.status === "disabled"
+          ? pc.dim(p.status)
+          : pc.yellow(p.status);
+
+  const parts = [
+    `key=${pc.bold(p.pluginKey)}`,
+    `status=${statusColor}`,
+    `version=${p.version}`,
+    `id=${pc.dim(p.id)}`,
+  ];
+
+  if (p.lastError) {
+    parts.push(`error=${pc.red(p.lastError.slice(0, 80))}`);
+  }
+
+  return parts.join("  ");
+}
+
+// ---------------------------------------------------------------------------
+// Command registration
+// ---------------------------------------------------------------------------
+
+export function registerPluginCommands(program: Command): void {
+  const plugin = program.command("plugin").description("Plugin lifecycle management");
+
+  // -------------------------------------------------------------------------
+  // plugin list
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("list")
+      .description("List installed plugins")
+      .option("--status <status>", "Filter by status (ready, error, disabled, installed, upgrade_pending)")
+      .action(async (opts: PluginListOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+          const qs = opts.status ? `?status=${encodeURIComponent(opts.status)}` : "";
+          const plugins = await ctx.api.get<PluginRecord[]>(`/api/plugins${qs}`);
+
+          if (ctx.json) {
+            printOutput(plugins, { json: true });
+            return;
+          }
+
+          const rows = plugins ?? [];
+          if (rows.length === 0) {
+            console.log(pc.dim("No plugins installed."));
+            return;
+          }
+
+          for (const p of rows) {
+            console.log(formatPlugin(p));
+          }
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+
+  // -------------------------------------------------------------------------
+  // plugin install <package-or-path>
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("install <package>")
+      .description(
+        "Install a plugin from a local path or npm package.\n" +
+          "  Examples:\n" +
+          "    paperclipai plugin install ./my-plugin              # local path\n" +
+          "    paperclipai plugin install @acme/plugin-linear      # npm package\n" +
+          "    paperclipai plugin install @acme/plugin-linear@1.2  # pinned version",
+      )
+      .option("-l, --local", "Treat <package> as a local filesystem path", false)
+      .option("--version <version>", "Specific npm version to install (npm packages only)")
+      .action(async (packageArg: string, opts: PluginInstallOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+
+          // Auto-detect local paths: starts with . or / or ~ or is an absolute path
+          const isLocal =
+            opts.local ||
+            packageArg.startsWith("./") ||
+            packageArg.startsWith("../") ||
+            packageArg.startsWith("/") ||
+            packageArg.startsWith("~");
+
+          const resolvedPackage = resolvePackageArg(packageArg, isLocal);
+
+          if (!ctx.json) {
+            console.log(
+              pc.dim(
+                isLocal
+                  ? `Installing plugin from local path: ${resolvedPackage}`
+                  : `Installing plugin: ${resolvedPackage}${opts.version ? `@${opts.version}` : ""}`,
+              ),
+            );
+          }
+
+          const installedPlugin = await ctx.api.post<PluginRecord>("/api/plugins/install", {
+            packageName: resolvedPackage,
+            version: opts.version,
+            isLocalPath: isLocal,
+          });
+
+          if (ctx.json) {
+            printOutput(installedPlugin, { json: true });
+            return;
+          }
+
+          if (!installedPlugin) {
+            console.log(pc.dim("Install returned no plugin record."));
+            return;
+          }
+
+          console.log(
+            pc.green(
+              `✓ Installed ${pc.bold(installedPlugin.pluginKey)} v${installedPlugin.version} (${installedPlugin.status})`,
+            ),
+          );
+
+          if (installedPlugin.lastError) {
+            console.log(pc.red(`  Warning: ${installedPlugin.lastError}`));
+          }
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+
+  // -------------------------------------------------------------------------
+  // plugin uninstall <plugin-key-or-id>
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("uninstall <pluginKey>")
+      .description(
+        "Uninstall a plugin by its plugin key or database ID.\n" +
+          "  Use --force to hard-purge all state and config.",
+      )
+      .option("--force", "Purge all plugin state and config (hard delete)", false)
+      .action(async (pluginKey: string, opts: PluginUninstallOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+          const purge = opts.force === true;
+          const qs = purge ? "?purge=true" : "";
+
+          if (!ctx.json) {
+            console.log(
+              pc.dim(
+                purge
+                  ? `Uninstalling and purging plugin: ${pluginKey}`
+                  : `Uninstalling plugin: ${pluginKey}`,
+              ),
+            );
+          }
+
+          const result = await ctx.api.delete<PluginRecord | null>(
+            `/api/plugins/${encodeURIComponent(pluginKey)}${qs}`,
+          );
+
+          if (ctx.json) {
+            printOutput(result, { json: true });
+            return;
+          }
+
+          console.log(pc.green(`✓ Uninstalled ${pc.bold(pluginKey)}${purge ? " (purged)" : ""}`));
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+
+  // -------------------------------------------------------------------------
+  // plugin enable <plugin-key-or-id>
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("enable <pluginKey>")
+      .description("Enable a disabled or errored plugin")
+      .action(async (pluginKey: string, opts: BaseClientOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+          const result = await ctx.api.post<PluginRecord>(
+            `/api/plugins/${encodeURIComponent(pluginKey)}/enable`,
+          );
+
+          if (ctx.json) {
+            printOutput(result, { json: true });
+            return;
+          }
+
+          console.log(pc.green(`✓ Enabled ${pc.bold(pluginKey)} — status: ${result?.status ?? "unknown"}`));
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+
+  // -------------------------------------------------------------------------
+  // plugin disable <plugin-key-or-id>
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("disable <pluginKey>")
+      .description("Disable a running plugin without uninstalling it")
+      .action(async (pluginKey: string, opts: BaseClientOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+          const result = await ctx.api.post<PluginRecord>(
+            `/api/plugins/${encodeURIComponent(pluginKey)}/disable`,
+          );
+
+          if (ctx.json) {
+            printOutput(result, { json: true });
+            return;
+          }
+
+          console.log(pc.dim(`Disabled ${pc.bold(pluginKey)} — status: ${result?.status ?? "unknown"}`));
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+
+  // -------------------------------------------------------------------------
+  // plugin inspect <plugin-key-or-id>
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("inspect <pluginKey>")
+      .description("Show full details for an installed plugin")
+      .action(async (pluginKey: string, opts: BaseClientOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+          const result = await ctx.api.get<PluginRecord>(
+            `/api/plugins/${encodeURIComponent(pluginKey)}`,
+          );
+
+          if (ctx.json) {
+            printOutput(result, { json: true });
+            return;
+          }
+
+          if (!result) {
+            console.log(pc.red(`Plugin not found: ${pluginKey}`));
+            process.exit(1);
+          }
+
+          console.log(formatPlugin(result));
+          if (result.lastError) {
+            console.log(`\n${pc.red("Last error:")}\n${result.lastError}`);
+          }
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+
+  // -------------------------------------------------------------------------
+  // plugin examples
+  // -------------------------------------------------------------------------
+  addCommonClientOptions(
+    plugin
+      .command("examples")
+      .description("List bundled example plugins available for local install")
+      .action(async (opts: BaseClientOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts);
+          const examples = await ctx.api.get<
+            Array<{
+              packageName: string;
+              pluginKey: string;
+              displayName: string;
+              description: string;
+              localPath: string;
+              tag: string;
+            }>
+          >("/api/plugins/examples");
+
+          if (ctx.json) {
+            printOutput(examples, { json: true });
+            return;
+          }
+
+          const rows = examples ?? [];
+          if (rows.length === 0) {
+            console.log(pc.dim("No bundled examples available."));
+            return;
+          }
+
+          for (const ex of rows) {
+            console.log(
+              `${pc.bold(ex.displayName)}  ${pc.dim(ex.pluginKey)}\n` +
+                `  ${ex.description}\n` +
+                `  ${pc.cyan(`paperclipai plugin install ${ex.localPath}`)}`,
+            );
+          }
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+  );
+}

cli/src/index.ts

@@ -18,6 +18,7 @@ import { registerDashboardCommands } from "./commands/client/dashboard.js";
 import { applyDataDirOverride, type DataDirOptionLike } from "./config/data-dir.js";
 import { loadPaperclipEnvFile } from "./config/env.js";
 import { registerWorktreeCommands } from "./commands/worktree.js";
+import { registerPluginCommands } from "./commands/client/plugin.js";
 
 const program = new Command();
 const DATA_DIR_OPTION_HELP =
@@ -136,6 +137,7 @@ registerApprovalCommands(program);
 registerActivityCommands(program);
 registerDashboardCommands(program);
 registerWorktreeCommands(program);
+registerPluginCommands(program);
 
 const auth = program.command("auth").description("Authentication and bootstrap utilities");
 

doc/DEVELOPING.md

@@ -89,6 +89,10 @@ docker compose -f docker-compose.quickstart.yml up --build
 
 See `doc/DOCKER.md` for API key wiring (`OPENAI_API_KEY` / `ANTHROPIC_API_KEY`) and persistence details.
 
+## Docker For Untrusted PR Review
+
+For a separate review-oriented container that keeps `codex`/`claude` login state in Docker volumes and checks out PRs into an isolated scratch workspace, see `doc/UNTRUSTED-PR-REVIEW.md`.
+
 ## Database in Dev (Auto-Handled)
 
 For local development, leave `DATABASE_URL` unset.

doc/DOCKER.md

@@ -93,6 +93,12 @@ Notes:
 - Without API keys, the app still runs normally.
 - Adapter environment checks in Paperclip will surface missing auth/CLI prerequisites.
 
+## Untrusted PR Review Container
+
+If you want a separate Docker environment for reviewing untrusted pull requests with `codex` or `claude`, use the dedicated review workflow in `doc/UNTRUSTED-PR-REVIEW.md`.
+
+That setup keeps CLI auth state in Docker volumes instead of your host home directory and uses a separate scratch workspace for PR checkouts and preview runs.
+
 ## Onboard Smoke Test (Ubuntu + npm only)
 
 Use this when you want to mimic a fresh machine that only has Ubuntu + npm and verify:
@@ -114,6 +120,7 @@ Useful overrides:
 ```sh
 HOST_PORT=3200 PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh
 PAPERCLIP_DEPLOYMENT_MODE=authenticated PAPERCLIP_DEPLOYMENT_EXPOSURE=private ./scripts/docker-onboard-smoke.sh
+SMOKE_DETACH=true SMOKE_METADATA_FILE=/tmp/paperclip-smoke.env PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh
 ```
 
 Notes:
@@ -125,4 +132,5 @@ Notes:
 - Smoke script also defaults `PAPERCLIP_PUBLIC_URL` to `http://localhost:<HOST_PORT>` so bootstrap invite URLs and auth callbacks use the reachable host port instead of the container's internal `3100`.
 - In authenticated mode, the smoke script defaults `SMOKE_AUTO_BOOTSTRAP=true` and drives the real bootstrap path automatically: it signs up a real user, runs `paperclipai auth bootstrap-ceo` inside the container to mint a real bootstrap invite, accepts that invite over HTTP, and verifies board session access.
 - Run the script in the foreground to watch the onboarding flow; stop with `Ctrl+C` after validation.
+- Set `SMOKE_DETACH=true` to leave the container running for automation and optionally write shell-ready metadata to `SMOKE_METADATA_FILE`.
 - The image definition is in `Dockerfile.onboard-smoke`.

doc/PUBLISHING.md

@@ -1,18 +1,19 @@
 # Publishing to npm
 
-Low-level reference for how Paperclip packages are built for npm.
+Low-level reference for how Paperclip packages are prepared and published to npm.
 
-For the maintainer release workflow, use [doc/RELEASING.md](RELEASING.md). This document is only about packaging internals and the scripts that produce publishable artifacts.
+For the maintainer workflow, use [doc/RELEASING.md](RELEASING.md). This document focuses on packaging internals.
 
 ## Current Release Entry Points
 
-Use these scripts instead of older one-off publish commands:
+Use these scripts:
 
-- [`scripts/release-start.sh`](../scripts/release-start.sh) to create or resume `release/X.Y.Z`
+- [`scripts/release.sh`](../scripts/release.sh) for canary and stable publish flows
-- [`scripts/release-preflight.sh`](../scripts/release-preflight.sh) before any canary or stable release
+- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh) after pushing a stable tag
-- [`scripts/release.sh`](../scripts/release.sh) for canary and stable npm publishes
+- [`scripts/rollback-latest.sh`](../scripts/rollback-latest.sh) to repoint `latest`
-- [`scripts/rollback-latest.sh`](../scripts/rollback-latest.sh) to repoint `latest` during rollback
+- [`scripts/build-npm.sh`](../scripts/build-npm.sh) for the CLI packaging build
-- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh) after pushing the stable branch tag
+
+Paperclip no longer uses release branches or Changesets for publishing.
 
 ## Why the CLI needs special packaging
 
@@ -23,7 +24,7 @@ The CLI package, `paperclipai`, imports code from workspace packages such as:
 - `@paperclipai/shared`
 - adapter packages under `packages/adapters/`
 
-Those workspace references use `workspace:*` during development. npm cannot install those references directly for end users, so the release build has to transform the CLI into a publishable standalone package.
+Those workspace references are valid in development but not in a publishable npm package. The release flow rewrites versions temporarily, then builds a publishable CLI bundle.
 
 ## `build-npm.sh`
 
@@ -33,89 +34,107 @@ Run:
 ./scripts/build-npm.sh
 ```
 
-This script does six things:
+This script:
 
-1. Runs the forbidden token check unless `--skip-checks` is supplied
+1. runs the forbidden token check unless `--skip-checks` is supplied
-2. Runs `pnpm -r typecheck`
+2. runs `pnpm -r typecheck`
-3. Bundles the CLI entrypoint with esbuild into `cli/dist/index.js`
+3. bundles the CLI entrypoint with esbuild into `cli/dist/index.js`
-4. Verifies the bundled entrypoint with `node --check`
+4. verifies the bundled entrypoint with `node --check`
-5. Rewrites `cli/package.json` into a publishable npm manifest and stores the dev copy as `cli/package.dev.json`
+5. rewrites `cli/package.json` into a publishable npm manifest and stores the dev copy as `cli/package.dev.json`
-6. Copies the repo `README.md` into `cli/README.md` for npm package metadata
+6. copies the repo `README.md` into `cli/README.md` for npm metadata
 
-`build-npm.sh` is used by the release script so that npm users install a real package rather than unresolved workspace dependencies.
+After the release script exits, the dev manifest and temporary files are restored automatically.
 
-## Publishable CLI layout
+## Package discovery and versioning
 
-During development, [`cli/package.json`](../cli/package.json) contains workspace references.
+Public packages are discovered from:
-
-During release preparation:
-
-- `cli/package.json` becomes a publishable manifest with external npm dependency ranges
-- `cli/package.dev.json` stores the development manifest temporarily
-- `cli/dist/index.js` contains the bundled CLI entrypoint
-- `cli/README.md` is copied in for npm metadata
-
-After release finalization, the release script restores the development manifest and removes the temporary README copy.
-
-## Package discovery
-
-The release tooling scans the workspace for public packages under:
 
 - `packages/`
 - `server/`
 - `cli/`
 
-`ui/` remains ignored for npm publishing because it is private.
+`ui/` is ignored because it is private.
 
-This matters because all public packages are versioned and published together as one release unit.
+The version rewrite step now uses [`scripts/release-package-map.mjs`](../scripts/release-package-map.mjs), which:
 
-## Canary packaging model
+- finds all public packages
+- sorts them topologically by internal dependencies
+- rewrites each package version to the target release version
+- rewrites internal `workspace:*` dependency references to the exact target version
+- updates the CLI's displayed version string
 
-Canaries are published as semver prereleases such as:
+Those rewrites are temporary. The working tree is restored after publish or dry-run.
 
-- `1.2.3-canary.0`
+## Version formats
-- `1.2.3-canary.1`
 
-They are published under the npm dist-tag `canary`.
+Paperclip uses calendar versions:
 
-This means:
+- stable: `YYYY.MDD.P`
+- canary: `YYYY.MDD.P-canary.N`
 
-- `npx paperclipai@canary onboard` can install them explicitly
+Examples:
-- `npx paperclipai onboard` continues to resolve `latest`
-- the stable changelog can stay at `releases/v1.2.3.md`
 
-## Stable packaging model
+- stable: `2026.318.0`
+- canary: `2026.318.1-canary.2`
 
-Stable releases publish normal semver versions such as `1.2.3` under the npm dist-tag `latest`.
+## Publish model
 
-The stable publish flow also creates the local release commit and git tag on `release/X.Y.Z`. Pushing that branch commit/tag, creating the GitHub Release, and merging the release branch back to `master` happen afterward as separate maintainer steps.
+### Canary
+
+Canaries publish under the npm dist-tag `canary`.
+
+Example:
+
+- `paperclipai@2026.318.1-canary.2`
+
+This keeps the default install path unchanged while allowing explicit installs with:
+
+```bash
+npx paperclipai@canary onboard
+```
+
+### Stable
+
+Stable publishes use the npm dist-tag `latest`.
+
+Example:
+
+- `paperclipai@2026.318.0`
+
+Stable publishes do not create a release commit. Instead:
+
+- package versions are rewritten temporarily
+- packages are published from the chosen source commit
+- git tag `vYYYY.MDD.P` points at that original commit
+
+## Trusted publishing
+
+The intended CI model is npm trusted publishing through GitHub OIDC.
+
+That means:
+
+- no long-lived `NPM_TOKEN` in repository secrets
+- GitHub Actions obtains short-lived publish credentials
+- trusted publisher rules are configured per workflow file
+
+See [doc/RELEASE-AUTOMATION-SETUP.md](RELEASE-AUTOMATION-SETUP.md) for the GitHub/npm setup steps.
 
 ## Rollback model
 
-Rollback does not unpublish packages.
+Rollback does not unpublish anything.
 
-Instead, the maintainer should move the `latest` dist-tag back to the previous good stable version with:
+It repoints the `latest` dist-tag to a prior stable version:
 
 ```bash
-./scripts/rollback-latest.sh <stable-version>
+./scripts/rollback-latest.sh 2026.318.0
 ```
 
-That keeps history intact while restoring the default install path quickly.
+This is the fastest way to restore the default install path if a stable release is bad.
-
-## Notes for CI
-
-The repo includes a manual GitHub Actions release workflow at [`.github/workflows/release.yml`](../.github/workflows/release.yml).
-
-Recommended CI release setup:
-
-- use npm trusted publishing via GitHub OIDC
-- require approval through the `npm-release` environment
-- run releases from `release/X.Y.Z`
-- use canary first, then stable
 
 ## Related Files
 
 - [`scripts/build-npm.sh`](../scripts/build-npm.sh)
 - [`scripts/generate-npm-package-json.mjs`](../scripts/generate-npm-package-json.mjs)
+- [`scripts/release-package-map.mjs`](../scripts/release-package-map.mjs)
 - [`cli/esbuild.config.mjs`](../cli/esbuild.config.mjs)
 - [`doc/RELEASING.md`](RELEASING.md)

doc/RELEASE-AUTOMATION-SETUP.md

@@ -0,0 +1,281 @@
+# Release Automation Setup
+
+This document covers the GitHub and npm setup required for the current Paperclip release model:
+
+- automatic canaries from `master`
+- manual stable promotion from a chosen source ref
+- npm trusted publishing via GitHub OIDC
+- protected release infrastructure in a public repository
+
+Repo-side files that depend on this setup:
+
+- `.github/workflows/release.yml`
+- `.github/CODEOWNERS`
+
+Note:
+
+- the release workflows intentionally use `pnpm install --no-frozen-lockfile`
+- this matches the repo's current policy where `pnpm-lock.yaml` is refreshed by GitHub automation after manifest changes land on `master`
+- the publish jobs then restore `pnpm-lock.yaml` before running `scripts/release.sh`, so the release script still sees a clean worktree
+
+## 1. Merge the Repo Changes First
+
+Before touching GitHub or npm settings, merge the release automation code so the referenced workflow filenames already exist on the default branch.
+
+Required files:
+
+- `.github/workflows/release.yml`
+- `.github/CODEOWNERS`
+
+## 2. Configure npm Trusted Publishing
+
+Do this for every public package that Paperclip publishes.
+
+At minimum that includes:
+
+- `paperclipai`
+- `@paperclipai/server`
+- public packages under `packages/`
+
+### 2.1. In npm, open each package settings page
+
+For each package:
+
+1. open npm as an owner of the package
+2. go to the package settings / publishing access area
+3. add a trusted publisher for the GitHub repository `paperclipai/paperclip`
+
+### 2.2. Add one trusted publisher entry per package
+
+npm currently allows one trusted publisher configuration per package.
+
+Configure:
+
+- workflow: `.github/workflows/release.yml`
+
+Repository:
+
+- `paperclipai/paperclip`
+
+Environment name:
+
+- leave the npm trusted-publisher environment field blank
+
+Why:
+
+- the single `release.yml` workflow handles both canary and stable publishing
+- GitHub environments `npm-canary` and `npm-stable` still enforce different approval rules on the GitHub side
+
+### 2.3. Verify trusted publishing before removing old auth
+
+After the workflows are live:
+
+1. run a canary publish
+2. confirm npm publish succeeds without any `NPM_TOKEN`
+3. run a stable dry-run
+4. run one real stable publish
+
+Only after that should you remove old token-based access.
+
+## 3. Remove Legacy npm Tokens
+
+After trusted publishing works:
+
+1. revoke any repository or organization `NPM_TOKEN` secrets used for publish
+2. revoke any personal automation token that used to publish Paperclip
+3. if npm offers a package-level setting to restrict publishing to trusted publishers, enable it
+
+Goal:
+
+- no long-lived npm publishing token should remain in GitHub Actions
+
+## 4. Create GitHub Environments
+
+Create two environments in the GitHub repository:
+
+- `npm-canary`
+- `npm-stable`
+
+Path:
+
+1. GitHub repository
+2. `Settings`
+3. `Environments`
+4. `New environment`
+
+## 5. Configure `npm-canary`
+
+Recommended settings for `npm-canary`:
+
+- environment name: `npm-canary`
+- required reviewers: none
+- wait timer: none
+- deployment branches and tags:
+  - selected branches only
+  - allow `master`
+
+Reasoning:
+
+- every push to `master` should be able to publish a canary automatically
+- no human approval should be required for canaries
+
+## 6. Configure `npm-stable`
+
+Recommended settings for `npm-stable`:
+
+- environment name: `npm-stable`
+- required reviewers: at least one maintainer other than the person triggering the workflow when possible
+- prevent self-review: enabled
+- admin bypass: disabled if your team can tolerate it
+- wait timer: optional
+- deployment branches and tags:
+  - selected branches only
+  - allow `master`
+
+Reasoning:
+
+- stable publishes should require an explicit human approval gate
+- the workflow is manual, but the environment should still be the real control point
+
+## 7. Protect `master`
+
+Open the branch protection settings for `master`.
+
+Recommended rules:
+
+1. require pull requests before merging
+2. require status checks to pass before merging
+3. require review from code owners
+4. dismiss stale approvals when new commits are pushed
+5. restrict who can push directly to `master`
+
+At minimum, make sure workflow and release script changes cannot land without review.
+
+## 8. Enforce CODEOWNERS Review
+
+This repo now includes `.github/CODEOWNERS`, but GitHub only enforces it if branch protection requires code owner reviews.
+
+In branch protection for `master`, enable:
+
+- `Require review from Code Owners`
+
+Then verify the owner entries are correct for your actual maintainer set.
+
+Current file:
+
+- `.github/CODEOWNERS`
+
+If `@cryppadotta` is not the right reviewer identity in the public repo, change it before enabling enforcement.
+
+## 9. Protect Release Infrastructure Specifically
+
+These files should always trigger code owner review:
+
+- `.github/workflows/release.yml`
+- `scripts/release.sh`
+- `scripts/release-lib.sh`
+- `scripts/release-package-map.mjs`
+- `scripts/create-github-release.sh`
+- `scripts/rollback-latest.sh`
+- `doc/RELEASING.md`
+- `doc/PUBLISHING.md`
+
+If you want stronger controls, add a repository ruleset that explicitly blocks direct pushes to:
+
+- `.github/workflows/**`
+- `scripts/release*`
+
+## 10. Do Not Store a Claude Token in GitHub Actions
+
+Do not add a personal Claude or Anthropic token for automatic changelog generation.
+
+Recommended policy:
+
+- stable changelog generation happens locally from a trusted maintainer machine
+- canaries never generate changelogs
+
+This keeps LLM spending intentional and avoids a high-value token sitting in Actions.
+
+## 11. Verify the Canary Workflow
+
+After setup:
+
+1. merge a harmless commit to `master`
+2. open the `Release` workflow run triggered by that push
+3. confirm it passes verification
+4. confirm publish succeeds under the `npm-canary` environment
+5. confirm npm now shows a new `canary` release
+6. confirm a git tag named `canary/vYYYY.MDD.P-canary.N` was pushed
+
+Install-path check:
+
+```bash
+npx paperclipai@canary onboard
+```
+
+## 12. Verify the Stable Workflow
+
+After at least one good canary exists:
+
+1. resolve the target stable version with `./scripts/release.sh stable --date YYYY-MM-DD --print-version`
+2. prepare `releases/vYYYY.MDD.P.md` on the source commit you want to promote
+3. open `Actions` -> `Release`
+4. run it with:
+   - `source_ref`: the tested commit SHA or canary tag source commit
+   - `stable_date`: leave blank or set the intended UTC date like `2026-03-18`
+     do not enter a version like `2026.318.0`; the workflow computes that from the date
+   - `dry_run`: `true`
+5. confirm the dry-run succeeds
+6. rerun with `dry_run: false`
+7. approve the `npm-stable` environment when prompted
+8. confirm npm `latest` points to the new stable version
+9. confirm git tag `vYYYY.MDD.P` exists
+10. confirm the GitHub Release was created
+
+Implementation note:
+
+- the GitHub Actions stable workflow calls `create-github-release.sh` with `PUBLISH_REMOTE=origin`
+- local maintainer usage can still pass `PUBLISH_REMOTE=public-gh` explicitly when needed
+
+## 13. Suggested Maintainer Policy
+
+Use this policy going forward:
+
+- canaries are automatic and cheap
+- stables are manual and approved
+- only stables get public notes and announcements
+- release notes are committed before stable publish
+- rollback uses `npm dist-tag`, not unpublish
+
+## 14. Troubleshooting
+
+### Trusted publishing fails with an auth error
+
+Check:
+
+1. the workflow filename on GitHub exactly matches the filename configured in npm
+2. the package has the trusted publisher entry for the correct repository
+3. the job has `id-token: write`
+4. the job is running from the expected repository, not a fork
+
+### Stable workflow runs but never asks for approval
+
+Check:
+
+1. the `publish` job uses environment `npm-stable`
+2. the environment actually has required reviewers configured
+3. the workflow is running in the canonical repository, not a fork
+
+### CODEOWNERS does not trigger
+
+Check:
+
+1. `.github/CODEOWNERS` is on the default branch
+2. branch protection on `master` requires code owner review
+3. the owner identities in the file are valid reviewers with repository access
+
+## Related Docs
+
+- [doc/RELEASING.md](RELEASING.md)
+- [doc/PUBLISHING.md](PUBLISHING.md)
+- [doc/plans/2026-03-17-release-automation-and-versioning.md](plans/2026-03-17-release-automation-and-versioning.md)

doc/RELEASING.md

@@ -1,220 +1,174 @@
 # Releasing Paperclip
 
-Maintainer runbook for shipping a full Paperclip release across npm, GitHub, and the website-facing changelog surface.
+Maintainer runbook for shipping Paperclip across npm, GitHub, and the website-facing changelog surface.
 
-The release model is branch-driven:
+The release model is now commit-driven:
 
-1. Start a release train on `release/X.Y.Z`
+1. Every push to `master` publishes a canary automatically.
-2. Draft the stable changelog on that branch
+2. Stable releases are manually promoted from a chosen tested commit or canary tag.
-3. Publish one or more canaries from that branch
+3. Stable release notes live in `releases/vYYYY.MDD.P.md`.
-4. Publish stable from that same branch head
+4. Only stable releases get GitHub Releases.
-5. Push the branch commit and tag
+
-6. Create the GitHub Release
+## Versioning Model
-7. Merge `release/X.Y.Z` back to `master` without squash or rebase
+
+Paperclip uses calendar versions that still fit semver syntax:
+
+- stable: `YYYY.MDD.P`
+- canary: `YYYY.MDD.P-canary.N`
+
+Examples:
+
+- first stable on March 18, 2026: `2026.318.0`
+- second stable on March 18, 2026: `2026.318.1`
+- fourth canary for the `2026.318.1` line: `2026.318.1-canary.3`
+
+Important constraints:
+
+- the middle numeric slot is `MDD`, where `M` is the UTC month and `DD` is the zero-padded UTC day
+- use `2026.303.0` for March 3, not `2026.33.0`
+- do not use leading zeroes such as `2026.0318.0`
+- do not use four numeric segments such as `2026.3.18.1`
+- the semver-safe canary form is `2026.318.0-canary.1`
 
 ## Release Surfaces
 
-Every release has four separate surfaces:
+Every stable release has four separate surfaces:
 
 1. **Verification** — the exact git SHA passes typecheck, tests, and build
 2. **npm** — `paperclipai` and public workspace packages are published
 3. **GitHub** — the stable release gets a git tag and GitHub Release
 4. **Website / announcements** — the stable changelog is published externally and announced
 
-A release is done only when all four surfaces are handled.
+A stable release is done only when all four surfaces are handled.
+
+Canaries only cover the first two surfaces plus an internal traceability tag.
 
 ## Core Invariants
 
-- Canary and stable for `X.Y.Z` must come from the same `release/X.Y.Z` branch.
+- canaries publish from `master`
-- The release scripts must run from the matching `release/X.Y.Z` branch.
+- stables publish from an explicitly chosen source ref
-- Once `vX.Y.Z` exists locally, on GitHub, or on npm, that release train is frozen.
+- tags point at the original source commit, not a generated release commit
-- Do not squash-merge or rebase-merge a release branch PR back to `master`.
+- stable notes are always `releases/vYYYY.MDD.P.md`
-- The stable changelog is always `releases/vX.Y.Z.md`. Never create canary changelog files.
+- canaries never create GitHub Releases
-
+- canaries never require changelog generation
-The reason for the merge rule is simple: the tag must keep pointing at the exact published commit. Squash or rebase breaks that property.
 
 ## TL;DR
 
-### 1. Start the release train
+### Canary
 
-Use this to compute the next version, create or resume the branch, create or resume a dedicated worktree, and push the branch to GitHub.
+Every push to `master` runs the canary path inside [`.github/workflows/release.yml`](../.github/workflows/release.yml).
 
-```bash
+It:
-./scripts/release-start.sh patch
-```
 
-That script:
+- verifies the pushed commit
-
+- computes the canary version for the current UTC date
-- fetches the release remote and tags
+- publishes under npm dist-tag `canary`
-- computes the next stable version from the latest `v*` tag
+- creates a git tag `canary/vYYYY.MDD.P-canary.N`
-- creates or resumes `release/X.Y.Z`
-- creates or resumes a dedicated worktree
-- pushes the branch to the remote by default
-- refuses to reuse a frozen release train
-
-### 2. Draft the stable changelog
-
-From the release worktree:
-
-```bash
-VERSION=X.Y.Z
-claude --print --output-format stream-json --verbose --dangerously-skip-permissions --model claude-opus-4-6 "Use the release-changelog skill to draft or update releases/v${VERSION}.md for Paperclip. Read doc/RELEASING.md and .agents/skills/release-changelog/SKILL.md, then generate the stable changelog for v${VERSION} from commits since the last stable tag. Do not create a canary changelog."
-```
-
-### 3. Verify and publish a canary
-
-```bash
-./scripts/release-preflight.sh canary patch
-./scripts/release.sh patch --canary --dry-run
-./scripts/release.sh patch --canary
-PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
-```
 
 Users install canaries with:
 
 ```bash
 npx paperclipai@canary onboard
-```
-
-### 4. Publish stable
-
-```bash
-./scripts/release-preflight.sh stable patch
-./scripts/release.sh patch --dry-run
-./scripts/release.sh patch
-git push public-gh HEAD --follow-tags
-./scripts/create-github-release.sh X.Y.Z
-```
-
-Then open a PR from `release/X.Y.Z` to `master` and merge without squash or rebase.
-
-## Release Branches
-
-Paperclip uses one release branch per target stable version:
-
-- `release/0.3.0`
-- `release/0.3.1`
-- `release/1.0.0`
-
-Do not create separate per-canary branches like `canary/0.3.0-1`. A canary is just a prerelease snapshot of the same stable train.
-
-## Script Entry Points
-
-- [`scripts/release-start.sh`](../scripts/release-start.sh) — create or resume the release train branch/worktree
-- [`scripts/release-preflight.sh`](../scripts/release-preflight.sh) — validate branch, version plan, git/npm state, and verification gate
-- [`scripts/release.sh`](../scripts/release.sh) — publish canary or stable from the release branch
-- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh) — create or update the GitHub Release after pushing the tag
-- [`scripts/rollback-latest.sh`](../scripts/rollback-latest.sh) — repoint `latest` to the last good stable version
-
-## Detailed Workflow
-
-### 1. Start or resume the release train
-
-Run:
-
-```bash
-./scripts/release-start.sh <patch|minor|major>
-```
-
-Useful options:
-
-```bash
-./scripts/release-start.sh patch --dry-run
-./scripts/release-start.sh minor --worktree-dir ../paperclip-release-0.4.0
-./scripts/release-start.sh patch --no-push
-```
-
-The script is intentionally idempotent:
-
-- if `release/X.Y.Z` already exists locally, it reuses it
-- if the branch already exists on the remote, it resumes it locally
-- if the branch is already checked out in another worktree, it points you there
-- if `vX.Y.Z` already exists locally, remotely, or on npm, it refuses to reuse that train
-
-### 2. Write the stable changelog early
-
-Create or update:
-
-- `releases/vX.Y.Z.md`
-
-That file is for the eventual stable release. It should not include `-canary` in the filename or heading.
-
-Recommended structure:
-
-- `Breaking Changes` when needed
-- `Highlights`
-- `Improvements`
-- `Fixes`
-- `Upgrade Guide` when needed
-- `Contributors` — @-mention every contributor by GitHub username (no emails)
-
-Package-level `CHANGELOG.md` files are generated as part of the release mechanics. They are not the main release narrative.
-
-### 3. Run release preflight
-
-From the `release/X.Y.Z` worktree:
-
-```bash
-./scripts/release-preflight.sh canary <patch|minor|major>
 # or
-./scripts/release-preflight.sh stable <patch|minor|major>
+npx paperclipai@canary onboard --data-dir "$(mktemp -d /tmp/paperclip-canary.XXXXXX)"
 ```
 
-The preflight script now checks all of the following before it runs the verification gate:
+### Stable
 
-- the worktree is clean, including untracked files
+Use [`.github/workflows/release.yml`](../.github/workflows/release.yml) from the Actions tab with the manual `workflow_dispatch` inputs.
-- the current branch matches the computed `release/X.Y.Z`
-- the release train is not frozen
-- the target version is still free on npm
-- the target tag does not already exist locally or remotely
-- whether the remote release branch already exists
-- whether `releases/vX.Y.Z.md` is present
 
-Then it runs:
+[Run the action here](https://github.com/paperclipai/paperclip/actions/workflows/release.yml)
+
+Inputs:
+
+- `source_ref`
+  - commit SHA, branch, or tag
+- `stable_date`
+  - optional UTC date override in `YYYY-MM-DD`
+  - enter a date like `2026-03-18`, not a version like `2026.318.0`
+- `dry_run`
+  - preview only when true
+
+Before running stable:
+
+1. pick the canary commit or tag you trust
+2. resolve the target stable version with `./scripts/release.sh stable --date "$(date +%F)" --print-version`
+3. create or update `releases/vYYYY.MDD.P.md` on that source ref
+4. run the stable workflow from that source ref
+
+Example:
+
+- `source_ref`: `master`
+- `stable_date`: `2026-03-18`
+- resulting stable version: `2026.318.0`
+
+The workflow:
+
+- re-verifies the exact source ref
+- computes the next stable patch slot for the chosen UTC date
+- publishes `YYYY.MDD.P` under npm dist-tag `latest`
+- creates git tag `vYYYY.MDD.P`
+- creates or updates the GitHub Release from `releases/vYYYY.MDD.P.md`
+
+## Local Commands
+
+### Preview a canary locally
 
 ```bash
-pnpm -r typecheck
+./scripts/release.sh canary --dry-run
-pnpm test:run
-pnpm build
 ```
 
-### 4. Publish one or more canaries
+### Preview a stable locally
-
-Run:
 
 ```bash
-./scripts/release.sh <patch|minor|major> --canary --dry-run
+./scripts/release.sh stable --dry-run
-./scripts/release.sh <patch|minor|major> --canary
 ```
 
-Result:
+### Publish a stable locally
 
-- npm gets a prerelease such as `1.2.3-canary.0` under dist-tag `canary`
+This is mainly for emergency/manual use. The normal path is the GitHub workflow.
-- `latest` is unchanged
-- no git tag is created
-- no GitHub Release is created
-- the worktree returns to clean after the script finishes
 
-Guardrails:
+```bash
+./scripts/release.sh stable
+git push public-gh refs/tags/vYYYY.MDD.P
+PUBLISH_REMOTE=public-gh ./scripts/create-github-release.sh YYYY.MDD.P
+```
 
-- the script refuses to run from the wrong branch
+## Stable Changelog Workflow
-- the script refuses to publish from a frozen train
-- the canary is always derived from the next stable version
-- if the stable notes file is missing, the script warns before you forget it
 
-Concrete example:
+Stable changelog files live at:
 
-- if the latest stable is `0.2.7`, a patch canary targets `0.2.8-canary.0`
+- `releases/vYYYY.MDD.P.md`
-- `0.2.7-canary.N` is invalid because `0.2.7` is already stable
 
-### 5. Smoke test the canary
+Canaries do not get changelog files.
 
-Run the actual install path in Docker:
+Recommended local generation flow:
+
+```bash
+VERSION="$(./scripts/release.sh stable --date 2026-03-18 --print-version)"
+claude --print --output-format stream-json --verbose --dangerously-skip-permissions --model claude-opus-4-6 "Use the release-changelog skill to draft or update releases/v${VERSION}.md for Paperclip. Read doc/RELEASING.md and .agents/skills/release-changelog/SKILL.md, then generate the stable changelog for v${VERSION} from commits since the last stable tag. Do not create a canary changelog."
+```
+
+The repo intentionally does not run this through GitHub Actions because:
+
+- canaries are too frequent
+- stable notes are the only public narrative surface that needs LLM help
+- maintainer LLM tokens should not live in Actions
+
+## Smoke Testing
+
+For a canary:
 
 ```bash
 PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
 ```
 
+For the current stable:
+
+```bash
+PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh
+```
+
 Useful isolated variants:
 
 ```bash
@@ -222,201 +176,76 @@ HOST_PORT=3232 DATA_DIR=./data/release-smoke-canary PAPERCLIPAI_VERSION=canary .
 HOST_PORT=3233 DATA_DIR=./data/release-smoke-stable PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh
 ```
 
-If you want to exercise onboarding from the current committed ref instead of npm, use:
+Automated browser smoke is also available:
 
 ```bash
-./scripts/clean-onboard-ref.sh
+gh workflow run release-smoke.yml -f paperclip_version=canary
-PAPERCLIP_PORT=3234 ./scripts/clean-onboard-ref.sh
+gh workflow run release-smoke.yml -f paperclip_version=latest
-./scripts/clean-onboard-ref.sh HEAD
 ```
 
 Minimum checks:
 
 - `npx paperclipai@canary onboard` installs
 - onboarding completes without crashes
-- the server boots
+- authenticated login works with the smoke credentials
-- the UI loads
+- the browser lands in onboarding on a fresh instance
-- basic company creation and dashboard load work
+- company creation succeeds
+- the first CEO agent is created
+- the first CEO heartbeat run is triggered
 
-If smoke testing fails:
+## Rollback
 
-1. stop the stable release
+Rollback does not unpublish versions.
-2. fix the issue on the same `release/X.Y.Z` branch
-3. publish another canary
-4. rerun smoke testing
 
-### 6. Publish stable from the same release branch
+It only moves the `latest` dist-tag back to a previous stable:
-
-Once the branch head is vetted, run:
 
 ```bash
-./scripts/release.sh <patch|minor|major> --dry-run
+./scripts/rollback-latest.sh 2026.318.0 --dry-run
-./scripts/release.sh <patch|minor|major>
+./scripts/rollback-latest.sh 2026.318.0
 ```
 
-Stable publish:
+Then fix forward with a new stable patch slot or release date.
-
-- publishes `X.Y.Z` to npm under `latest`
-- creates the local release commit
-- creates the local tag `vX.Y.Z`
-
-Stable publish refuses to proceed if:
-
-- the current branch is not `release/X.Y.Z`
-- the remote release branch does not exist yet
-- the stable notes file is missing
-- the target tag already exists locally or remotely
-- the stable version already exists on npm
-
-Those checks intentionally freeze the train after stable publish.
-
-### 7. Push the stable branch commit and tag
-
-After stable publish succeeds:
-
-```bash
-git push public-gh HEAD --follow-tags
-./scripts/create-github-release.sh X.Y.Z
-```
-
-The GitHub Release notes come from:
-
-- `releases/vX.Y.Z.md`
-
-### 8. Merge the release branch back to `master`
-
-Open a PR:
-
-- base: `master`
-- head: `release/X.Y.Z`
-
-Merge rule:
-
-- allowed: merge commit or fast-forward
-- forbidden: squash merge
-- forbidden: rebase merge
-
-Post-merge verification:
-
-```bash
-git fetch public-gh --tags
-git merge-base --is-ancestor "vX.Y.Z" "public-gh/master"
-```
-
-That command must succeed. If it fails, the published tagged commit is not reachable from `master`, which means the merge strategy was wrong.
-
-### 9. Finish the external surfaces
-
-After GitHub is correct:
-
-- publish the changelog on the website
-- write and send the announcement copy
-- ensure public docs and install guidance point to the stable version
-
-## GitHub Actions Release
-
-There is also a manual workflow at [`.github/workflows/release.yml`](../.github/workflows/release.yml).
-
-Use it from the Actions tab on the relevant `release/X.Y.Z` branch:
-
-1. Choose `Release`
-2. Choose `channel`: `canary` or `stable`
-3. Choose `bump`: `patch`, `minor`, or `major`
-4. Choose whether this is a `dry_run`
-5. Run it from the release branch, not from `master`
-
-The workflow:
-
-- reruns `typecheck`, `test:run`, and `build`
-- gates publish behind the `npm-release` environment
-- can publish canaries without touching `latest`
-- can publish stable, push the stable branch commit and tag, and create the GitHub Release
-
-It does not merge the release branch back to `master` for you.
-
-## Release Checklist
-
-### Before any publish
-
-- [ ] The release train exists on `release/X.Y.Z`
-- [ ] The working tree is clean, including untracked files
-- [ ] If package manifests changed, the CI-owned `pnpm-lock.yaml` refresh is already merged on `master` before the train is cut
-- [ ] The required verification gate passed on the exact branch head you want to publish
-- [ ] The bump type is correct for the user-visible impact
-- [ ] The stable changelog file exists or is ready at `releases/vX.Y.Z.md`
-- [ ] You know which previous stable version you would roll back to if needed
-
-### Before a stable
-
-- [ ] The candidate has already passed smoke testing
-- [ ] The remote `release/X.Y.Z` branch exists
-- [ ] You are ready to push the stable branch commit and tag immediately after npm publish
-- [ ] You are ready to create the GitHub Release immediately after the push
-- [ ] You are ready to open the PR back to `master`
-
-### After a stable
-
-- [ ] `npm view paperclipai@latest version` matches the new stable version
-- [ ] The git tag exists on GitHub
-- [ ] The GitHub Release exists and uses `releases/vX.Y.Z.md`
-- [ ] `vX.Y.Z` is reachable from `master`
-- [ ] The website changelog is updated
-- [ ] Announcement copy matches the stable release, not the canary
 
 ## Failure Playbooks
 
-### If the canary publishes but the smoke test fails
+### If the canary publishes but smoke testing fails
 
-Do not publish stable.
+Do not run stable.
 
 Instead:
 
-1. fix the issue on `release/X.Y.Z`
+1. fix the issue on `master`
-2. publish another canary
+2. merge the fix
-3. rerun smoke testing
+3. wait for the next automatic canary
+4. rerun smoke testing
 
-### If stable npm publish succeeds but push or GitHub release creation fails
+### If stable npm publish succeeds but tag push or GitHub release creation fails
 
 This is a partial release. npm is already live.
 
 Do this immediately:
 
-1. fix the git or GitHub issue from the same checkout
+1. push the missing tag
-2. push the stable branch commit and tag
+2. rerun `PUBLISH_REMOTE=public-gh ./scripts/create-github-release.sh YYYY.MDD.P`
-3. create the GitHub Release
+3. verify the GitHub Release notes point at `releases/vYYYY.MDD.P.md`
 
 Do not republish the same version.
 
 ### If `latest` is broken after stable publish
 
-Preview:
+Roll back the dist-tag:
 
 ```bash
-./scripts/rollback-latest.sh X.Y.Z --dry-run
+./scripts/rollback-latest.sh YYYY.MDD.P
 ```
 
-Roll back:
+Then fix forward with a new stable release.
 
-```bash
+## Related Files
-./scripts/rollback-latest.sh X.Y.Z
-```
 
-This does not unpublish anything. It only moves the `latest` dist-tag back to the last good stable release.
+- [`scripts/release.sh`](../scripts/release.sh)
-
+- [`scripts/release-package-map.mjs`](../scripts/release-package-map.mjs)
-Then fix forward with a new patch release.
+- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh)
-
+- [`scripts/rollback-latest.sh`](../scripts/rollback-latest.sh)
-### If the GitHub Release notes are wrong
+- [`doc/PUBLISHING.md`](PUBLISHING.md)
-
+- [`doc/RELEASE-AUTOMATION-SETUP.md`](RELEASE-AUTOMATION-SETUP.md)
-Re-run:
-
-```bash
-./scripts/create-github-release.sh X.Y.Z
-```
-
-If the release already exists, the script updates it.
-
-## Related Docs
-
-- [doc/PUBLISHING.md](PUBLISHING.md) — low-level npm build and packaging internals
-- [.agents/skills/release/SKILL.md](../.agents/skills/release/SKILL.md) — maintainer release coordination workflow
-- [.agents/skills/release-changelog/SKILL.md](../.agents/skills/release-changelog/SKILL.md) — stable changelog drafting workflow

doc/SPEC.md

@@ -188,12 +188,15 @@ The heartbeat is a protocol, not a runtime. Paperclip defines how to initiate an
 
 Agent configuration includes an **adapter** that defines how Paperclip invokes the agent. Initial adapters:
 
-| Adapter   | Mechanism               | Example                                       |
+| Adapter              | Mechanism               | Example                                       |
-| --------- | ----------------------- | --------------------------------------------- |
+| -------------------- | ----------------------- | --------------------------------------------- |
-| `process` | Execute a child process | `python run_agent.py --agent-id {id}`         |
+| `process`            | Execute a child process | `python run_agent.py --agent-id {id}`         |
-| `http`    | Send an HTTP request    | `POST https://openclaw.example.com/hook/{id}` |
+| `http`               | Send an HTTP request    | `POST https://openclaw.example.com/hook/{id}` |
+| `openclaw_gateway`   | OpenClaw gateway API    | Managed OpenClaw agent via gateway             |
+| `gemini_local`       | Gemini CLI process      | Local Gemini CLI with sandbox and approval     |
+| `hermes_local`       | Hermes agent process    | Local Hermes agent                             |
 
-The `process` and `http` adapters ship as defaults. Additional adapters can be added via the plugin system (see Plugin / Extension Architecture).
+The `process` and `http` adapters ship as defaults. Additional adapters have been added for specific agent runtimes (see list above), and new adapter types can be registered via the plugin system (see Plugin / Extension Architecture).
 
 ### Adapter Interface
 
@@ -429,7 +432,7 @@ The core Paperclip system must be extensible. Features like knowledge bases, ext
 - **Agent Adapter plugins** — new Adapter types can be registered via the plugin system
 - Plugin-registrable UI components (future)
 
-This isn't a V1 deliverable (we're not building a plugin framework upfront), but the architecture should not paint us into a corner. Keep boundaries clean so extensions are possible.
+The plugin framework has shipped. Plugins can register new adapter types, hook into lifecycle events, and contribute UI components (e.g. global toolbar buttons). A plugin SDK and CLI commands (`paperclipai plugin`) are available for authoring and installing plugins.
 
 ---
 

doc/UNTRUSTED-PR-REVIEW.md

@@ -0,0 +1,135 @@
+# Untrusted PR Review In Docker
+
+Use this workflow when you want Codex or Claude to inspect a pull request that you do not want touching your host machine directly.
+
+This is intentionally separate from the normal Paperclip dev image.
+
+## What this container isolates
+
+- `codex` auth/session state in a Docker volume, not your host `~/.codex`
+- `claude` auth/session state in a Docker volume, not your host `~/.claude`
+- `gh` auth state in the same container-local home volume
+- review clones, worktrees, dependency installs, and local databases in a writable scratch volume under `/work`
+
+By default this workflow does **not** mount your host repo checkout, your host home directory, or your SSH agent.
+
+## Files
+
+- `docker/untrusted-review/Dockerfile`
+- `docker-compose.untrusted-review.yml`
+- `review-checkout-pr` inside the container
+
+## Build and start a shell
+
+```sh
+docker compose -f docker-compose.untrusted-review.yml build
+docker compose -f docker-compose.untrusted-review.yml run --rm --service-ports review
+```
+
+That opens an interactive shell in the review container with:
+
+- Node + Corepack/pnpm
+- `codex`
+- `claude`
+- `gh`
+- `git`, `rg`, `fd`, `jq`
+
+## First-time login inside the container
+
+Run these once. The resulting login state persists in the `review-home` Docker volume.
+
+```sh
+gh auth login
+codex login
+claude login
+```
+
+If you prefer API-key auth instead of CLI login, pass keys through Compose env:
+
+```sh
+OPENAI_API_KEY=... ANTHROPIC_API_KEY=... docker compose -f docker-compose.untrusted-review.yml run --rm review
+```
+
+## Check out a PR safely
+
+Inside the container:
+
+```sh
+review-checkout-pr paperclipai/paperclip 432
+cd /work/checkouts/paperclipai-paperclip/pr-432
+```
+
+What this does:
+
+1. Creates or reuses a repo clone under `/work/repos/...`
+2. Fetches `pull/<pr>/head` from GitHub
+3. Creates a detached git worktree under `/work/checkouts/...`
+
+The checkout lives entirely inside the container volume.
+
+## Ask Codex or Claude to review it
+
+Inside the PR checkout:
+
+```sh
+codex
+```
+
+Then give it a prompt like:
+
+```text
+Review this PR as hostile input. Focus on security issues, data exfiltration paths, sandbox escapes, dangerous install/runtime scripts, auth changes, and subtle behavioral regressions. Do not modify files. Produce findings ordered by severity with file references.
+```
+
+Or with Claude:
+
+```sh
+claude
+```
+
+## Preview the Paperclip app from the PR
+
+Only do this when you intentionally want to execute the PR's code inside the container.
+
+Inside the PR checkout:
+
+```sh
+pnpm install
+HOST=0.0.0.0 pnpm dev
+```
+
+Open from the host:
+
+- `http://localhost:3100`
+
+The Compose file also exposes Vite's default port:
+
+- `http://localhost:5173`
+
+Notes:
+
+- `pnpm install` can run untrusted lifecycle scripts from the PR. That is why this happens inside the isolated container instead of on your host.
+- If you only want static inspection, do not run install/dev commands.
+- Paperclip's embedded PostgreSQL and local storage stay inside the container home volume via `PAPERCLIP_HOME=/home/reviewer/.paperclip-review`.
+
+## Reset state
+
+Remove the review container volumes when you want a clean environment:
+
+```sh
+docker compose -f docker-compose.untrusted-review.yml down -v
+```
+
+That deletes:
+
+- Codex/Claude/GitHub login state stored in `review-home`
+- cloned repos, worktrees, installs, and scratch data stored in `review-work`
+
+## Security limits
+
+This is a useful isolation boundary, but it is still Docker, not a full VM.
+
+- A reviewed PR can still access the container's network unless you disable it.
+- Any secrets you pass into the container are available to code you execute inside it.
+- Do not mount your host repo, host home, `.ssh`, or Docker socket unless you are intentionally weakening the boundary.
+- If you need a stronger boundary than this, use a disposable VM instead of Docker.

doc/memory-landscape.md

@@ -0,0 +1,172 @@
+# Memory Landscape
+
+Date: 2026-03-17
+
+This document summarizes the memory systems referenced in task `PAP-530` and extracts the design patterns that matter for Paperclip.
+
+## What Paperclip Needs From This Survey
+
+Paperclip is not trying to become a single opinionated memory engine. The more useful target is a control-plane memory surface that:
+
+- stays company-scoped
+- lets each company choose a default memory provider
+- lets specific agents override that default
+- keeps provenance back to Paperclip runs, issues, comments, and documents
+- records memory-related cost and latency the same way the rest of the control plane records work
+- works with plugin-provided providers, not only built-ins
+
+The question is not "which memory project wins?" The question is "what is the smallest Paperclip contract that can sit above several very different memory systems without flattening away the useful differences?"
+
+## Quick Grouping
+
+### Hosted memory APIs
+
+- `mem0`
+- `supermemory`
+- `Memori`
+
+These optimize for a simple application integration story: send conversation/content plus an identity, then query for relevant memory or user context later.
+
+### Agent-centric memory frameworks / memory OSes
+
+- `MemOS`
+- `memU`
+- `EverMemOS`
+- `OpenViking`
+
+These treat memory as an agent runtime subsystem, not only as a search index. They usually add task memory, profiles, filesystem-style organization, async ingestion, or skill/resource management.
+
+### Local-first memory stores / indexes
+
+- `nuggets`
+- `memsearch`
+
+These emphasize local persistence, inspectability, and low operational overhead. They are useful because Paperclip is local-first today and needs at least one zero-config path.
+
+## Per-Project Notes
+
+| Project | Shape | Notable API / model | Strong fit for Paperclip | Main mismatch |
+|---|---|---|---|---|
+| [nuggets](https://github.com/NeoVertex1/nuggets) | local memory engine + messaging gateway | topic-scoped HRR memory with `remember`, `recall`, `forget`, fact promotion into `MEMORY.md` | good example of lightweight local memory and automatic promotion | very specific architecture; not a general multi-tenant service |
+| [mem0](https://github.com/mem0ai/mem0) | hosted + OSS SDK | `add`, `search`, `getAll`, `get`, `update`, `delete`, `deleteAll`; entity partitioning via `user_id`, `agent_id`, `run_id`, `app_id` | closest to a clean provider API with identities and metadata filters | provider owns extraction heavily; Paperclip should not assume every backend behaves like mem0 |
+| [MemOS](https://github.com/MemTensor/MemOS) | memory OS / framework | unified add-retrieve-edit-delete, memory cubes, multimodal memory, tool memory, async scheduler, feedback/correction | strong source for optional capabilities beyond plain search | much broader than the minimal contract Paperclip should standardize first |
+| [supermemory](https://github.com/supermemoryai/supermemory) | hosted memory + context API | `add`, `profile`, `search.memories`, `search.documents`, document upload, settings; automatic profile building and forgetting | strong example of "context bundle" rather than raw search results | heavily productized around its own ontology and hosted flow |
+| [memU](https://github.com/NevaMind-AI/memU) | proactive agent memory framework | file-system metaphor, proactive loop, intent prediction, always-on companion model | good source for when memory should trigger agent behavior, not just retrieval | proactive assistant framing is broader than Paperclip's task-centric control plane |
+| [Memori](https://github.com/MemoriLabs/Memori) | hosted memory fabric + SDK wrappers | registers against LLM SDKs, attribution via `entity_id` + `process_id`, sessions, cloud + BYODB | strong example of automatic capture around model clients | wrapper-centric design does not map 1:1 to Paperclip's run / issue / comment lifecycle |
+| [EverMemOS](https://github.com/EverMind-AI/EverMemOS) | conversational long-term memory system | MemCell extraction, structured narratives, user profiles, hybrid retrieval / reranking | useful model for provenance-rich structured memories and evolving profiles | focused on conversational memory rather than generalized control-plane events |
+| [memsearch](https://github.com/zilliztech/memsearch) | markdown-first local memory index | markdown as source of truth, `index`, `search`, `watch`, transcript parsing, plugin hooks | excellent baseline for a local built-in provider and inspectable provenance | intentionally simple; no hosted service semantics or rich correction workflow |
+| [OpenViking](https://github.com/volcengine/OpenViking) | context database | filesystem-style organization of memories/resources/skills, tiered loading, visualized retrieval trajectories | strong source for browse/inspect UX and context provenance | treats "context database" as a larger product surface than Paperclip should own |
+
+## Common Primitives Across The Landscape
+
+Even though the systems disagree on architecture, they converge on a few primitives:
+
+- `ingest`: add memory from text, messages, documents, or transcripts
+- `query`: search or retrieve memory given a task, question, or scope
+- `scope`: partition memory by user, agent, project, process, or session
+- `provenance`: carry enough metadata to explain where a memory came from
+- `maintenance`: update, forget, dedupe, compact, or correct memories over time
+- `context assembly`: turn raw memories into a prompt-ready bundle for the agent
+
+If Paperclip does not expose these, it will not adapt well to the systems above.
+
+## Where The Systems Differ
+
+These differences are exactly why Paperclip needs a layered contract instead of a single hard-coded engine.
+
+### 1. Who owns extraction?
+
+- `mem0`, `supermemory`, and `Memori` expect the provider to infer memories from conversations.
+- `memsearch` expects the host to decide what markdown to write, then indexes it.
+- `MemOS`, `memU`, `EverMemOS`, and `OpenViking` sit somewhere in between and often expose richer memory construction pipelines.
+
+Paperclip should support both:
+
+- provider-managed extraction
+- Paperclip-managed extraction with provider-managed storage / retrieval
+
+### 2. What is the source of truth?
+
+- `memsearch` and `nuggets` make the source inspectable on disk.
+- hosted APIs often make the provider store canonical.
+- filesystem-style systems like `OpenViking` and `memU` treat hierarchy itself as part of the memory model.
+
+Paperclip should not require a single storage shape. It should require normalized references back to Paperclip entities.
+
+### 3. Is memory just search, or also profile and planning state?
+
+- `mem0` and `memsearch` center search and CRUD.
+- `supermemory` adds user profiles as a first-class output.
+- `MemOS`, `memU`, `EverMemOS`, and `OpenViking` expand into tool traces, task memory, resources, and skills.
+
+Paperclip should make plain search the minimum contract and richer outputs optional capabilities.
+
+### 4. Is memory synchronous or asynchronous?
+
+- local tools often work synchronously in-process.
+- larger systems add schedulers, background indexing, compaction, or sync jobs.
+
+Paperclip needs both direct request/response operations and background maintenance hooks.
+
+## Paperclip-Specific Takeaways
+
+### Paperclip should own these concerns
+
+- binding a provider to a company and optionally overriding it per agent
+- mapping Paperclip entities into provider scopes
+- provenance back to issue comments, documents, runs, and activity
+- cost / token / latency reporting for memory work
+- browse and inspect surfaces in the Paperclip UI
+- governance on destructive operations
+
+### Providers should own these concerns
+
+- extraction heuristics
+- embedding / indexing strategy
+- ranking and reranking
+- profile synthesis
+- contradiction resolution and forgetting logic
+- storage engine details
+
+### The control-plane contract should stay small
+
+Paperclip does not need to standardize every feature from every provider. It needs:
+
+- a required portable core
+- optional capability flags for richer providers
+- a way to record provider-native ids and metadata without pretending all providers are equivalent internally
+
+## Recommended Direction
+
+Paperclip should adopt a two-layer memory model:
+
+1. `Memory binding + control plane layer`
+   Paperclip decides which provider key is in effect for a company, agent, or project, and it logs every memory operation with provenance and usage.
+
+2. `Provider adapter layer`
+   A built-in or plugin-supplied adapter turns Paperclip memory requests into provider-specific calls.
+
+The portable core should cover:
+
+- ingest / write
+- search / recall
+- browse / inspect
+- get by provider record handle
+- forget / correction
+- usage reporting
+
+Optional capabilities can cover:
+
+- profile synthesis
+- async ingestion
+- multimodal content
+- tool / resource / skill memory
+- provider-native graph browsing
+
+That is enough to support:
+
+- a local markdown-first baseline similar to `memsearch`
+- hosted services similar to `mem0`, `supermemory`, or `Memori`
+- richer agent-memory systems like `MemOS` or `OpenViking`
+
+without forcing Paperclip itself to become a monolithic memory engine.

doc/plans/2026-03-14-billing-ledger-and-reporting.md

@@ -0,0 +1,468 @@
+# Billing Ledger and Reporting
+
+## Context
+
+Paperclip currently stores model spend in `cost_events` and operational run state in `heartbeat_runs`.
+That split is fine, but the current reporting code tries to infer billing semantics by mixing both tables:
+
+- `cost_events` knows provider, model, tokens, and dollars
+- `heartbeat_runs.usage_json` knows some per-run billing metadata
+- `heartbeat_runs.usage_json` does **not** currently carry enough normalized billing dimensions to support honest provider-level reporting
+
+This becomes incorrect as soon as a company uses more than one provider, more than one billing channel, or more than one billing mode.
+
+Examples:
+
+- direct OpenAI API usage
+- Claude subscription usage with zero marginal dollars
+- subscription overage with dollars and tokens
+- OpenRouter billing where the biller is OpenRouter but the upstream provider is Anthropic or OpenAI
+
+The system needs to support:
+
+- dollar reporting
+- token reporting
+- subscription-included usage
+- subscription overage
+- direct metered API usage
+- future aggregator billing such as OpenRouter
+
+## Product Decision
+
+`cost_events` becomes the canonical billing and usage ledger for reporting.
+
+`heartbeat_runs` remains an operational execution log. It may keep mirrored billing metadata for debugging and transcripts, but reporting must not reconstruct billing semantics from `heartbeat_runs.usage_json`.
+
+## Decision: One Ledger Or Two
+
+We do **not** need two tables to solve the current PR's problem.
+For request-level inference reporting, `cost_events` is enough if it carries the right dimensions:
+
+- upstream provider
+- biller
+- billing type
+- model
+- token fields
+- billed amount
+
+That is why the first implementation pass extends `cost_events` instead of introducing a second table immediately.
+
+However, if Paperclip needs to account for the full billing surface of aggregators and managed AI platforms, then `cost_events` alone is not enough.
+Some charges are not cleanly representable as a single model inference event:
+
+- account top-ups and credit purchases
+- platform fees charged at purchase time
+- BYOK platform fees that are account-level or threshold-based
+- prepaid credit expirations, refunds, and adjustments
+- provisioned throughput commitments
+- fine-tuning, training, model import, and storage charges
+- gateway logging or other platform overhead that is not attributable to one prompt/response pair
+
+So the decision is:
+
+- near term: keep `cost_events` as the inference and usage ledger
+- next phase: add `finance_events` for non-inference financial events
+
+This is a deliberate split between:
+
+- usage and inference accounting
+- account-level and platform-level financial accounting
+
+That separation keeps request reporting honest without forcing us to fake invoice semantics onto rows that were never request-scoped.
+
+## External Motivation And Sources
+
+The need for this model is not theoretical.
+It follows directly from the billing systems of providers and aggregators Paperclip needs to support.
+
+### OpenRouter
+
+Source URLs:
+
+- https://openrouter.ai/docs/faq#credit-and-billing-systems
+- https://openrouter.ai/pricing
+
+Relevant billing behavior as of March 14, 2026:
+
+- OpenRouter passes through underlying inference pricing and deducts request cost from purchased credits.
+- OpenRouter charges a 5.5% fee with a $0.80 minimum when purchasing credits.
+- Crypto payments are charged a 5% fee.
+- BYOK has its own fee model after a free request threshold.
+- OpenRouter billing is aggregated at the OpenRouter account level even when the upstream provider is Anthropic, OpenAI, Google, or another provider.
+
+Implication for Paperclip:
+
+- request usage belongs in `cost_events`
+- credit purchases, purchase fees, BYOK fees, refunds, and expirations belong in `finance_events`
+- `biller=openrouter` must remain distinct from `provider=anthropic|openai|google|...`
+
+### Cloudflare AI Gateway Unified Billing
+
+Source URL:
+
+- https://developers.cloudflare.com/ai-gateway/features/unified-billing/
+
+Relevant billing behavior as of March 14, 2026:
+
+- Unified Billing lets users call multiple upstream providers while receiving a single Cloudflare bill.
+- Usage is paid from Cloudflare-loaded credits.
+- Cloudflare supports manual top-ups and auto top-up thresholds.
+- Spend limits can stop request processing on daily, weekly, or monthly boundaries.
+- Unified Billing traffic can use Cloudflare-managed credentials rather than the user's direct provider key.
+
+Implication for Paperclip:
+
+- request usage needs `biller=cloudflare`
+- upstream provider still needs to be preserved separately
+- Cloudflare credit loads and related account-level events are not inference rows and should not be forced into `cost_events`
+- quota and limits reporting must support biller-level controls, not just upstream provider limits
+
+### Amazon Bedrock
+
+Source URL:
+
+- https://aws.amazon.com/bedrock/pricing/
+
+Relevant billing behavior as of March 14, 2026:
+
+- Bedrock supports on-demand and batch pricing.
+- Bedrock pricing varies by region.
+- some pricing tiers add premiums or discounts relative to standard pricing
+- provisioned throughput is commitment-based rather than request-based
+- custom model import uses Custom Model Units billed per minute, with monthly storage charges
+- imported model copies are billed in 5-minute windows once active
+- customization and fine-tuning introduce training and hosted-model charges beyond normal inference
+
+Implication for Paperclip:
+
+- normal tokenized inference fits in `cost_events`
+- provisioned throughput, custom model unit charges, training, and storage charges require `finance_events`
+- region and pricing tier need to be first-class dimensions in the financial model
+
+## Ledger Boundary
+
+To keep the system coherent, the table boundary should be explicit.
+
+### `cost_events`
+
+Use `cost_events` for request-scoped usage and inference charges:
+
+- one row per billable or usage-bearing run event
+- provider/model/biller/billingType/tokens/cost
+- optionally tied to `heartbeat_run_id`
+- supports direct APIs, subscriptions, overage, OpenRouter-routed inference, Cloudflare-routed inference, and Bedrock on-demand inference
+
+### `finance_events`
+
+Use `finance_events` for account-scoped or platform-scoped financial events:
+
+- credit purchase
+- top-up
+- refund
+- fee
+- expiry
+- provisioned capacity
+- training
+- model import
+- storage
+- invoice adjustment
+
+These rows may or may not have a related model, provider, or run id.
+Trying to force them into `cost_events` would either create fake request rows or create null-heavy rows that mean something fundamentally different from inference usage.
+
+## Canonical Billing Dimensions
+
+Every persisted billing event should model four separate axes:
+
+1. Usage provider
+   The upstream provider whose model performed the work.
+   Examples: `openai`, `anthropic`, `google`.
+
+2. Biller
+   The system that charged for the usage.
+   Examples: `openai`, `anthropic`, `openrouter`, `cursor`, `chatgpt`.
+
+3. Billing type
+   The pricing mode applied to the event.
+   Initial canonical values:
+   - `metered_api`
+   - `subscription_included`
+   - `subscription_overage`
+   - `credits`
+   - `fixed`
+   - `unknown`
+
+4. Measures
+   Usage and billing must both be storable:
+   - `input_tokens`
+   - `output_tokens`
+   - `cached_input_tokens`
+   - `cost_cents`
+
+These dimensions are independent.
+For example, an event may be:
+
+- provider: `anthropic`
+- biller: `openrouter`
+- billing type: `metered_api`
+- tokens: non-zero
+- cost cents: non-zero
+
+Or:
+
+- provider: `anthropic`
+- biller: `anthropic`
+- billing type: `subscription_included`
+- tokens: non-zero
+- cost cents: `0`
+
+## Schema Changes
+
+Extend `cost_events` with:
+
+- `heartbeat_run_id uuid null references heartbeat_runs.id`
+- `biller text not null default 'unknown'`
+- `billing_type text not null default 'unknown'`
+- `cached_input_tokens int not null default 0`
+
+Keep `provider` as the upstream usage provider.
+Do not overload `provider` to mean biller.
+
+Add a future `finance_events` table for account-level financial events with fields along these lines:
+
+- `company_id`
+- `occurred_at`
+- `event_kind`
+- `direction`
+- `biller`
+- `provider nullable`
+- `execution_adapter_type nullable`
+- `pricing_tier nullable`
+- `region nullable`
+- `model nullable`
+- `quantity nullable`
+- `unit nullable`
+- `amount_cents`
+- `currency`
+- `estimated`
+- `related_cost_event_id nullable`
+- `related_heartbeat_run_id nullable`
+- `external_invoice_id nullable`
+- `metadata_json nullable`
+
+Add indexes:
+
+- `(company_id, biller, occurred_at)`
+- `(company_id, provider, occurred_at)`
+- `(company_id, heartbeat_run_id)` if distinct-run reporting remains common
+
+## Shared Contract Changes
+
+### Shared types
+
+Add a shared billing type union and enrich cost types with:
+
+- `heartbeatRunId`
+- `biller`
+- `billingType`
+- `cachedInputTokens`
+
+Update reporting response types so the provider breakdown reflects the ledger directly rather than inferred run metadata.
+
+### Validators
+
+Extend `createCostEventSchema` to accept:
+
+- `heartbeatRunId`
+- `biller`
+- `billingType`
+- `cachedInputTokens`
+
+Defaults:
+
+- `biller` defaults to `provider`
+- `billingType` defaults to `unknown`
+- `cachedInputTokens` defaults to `0`
+
+## Adapter Contract Changes
+
+Extend adapter execution results so they can report:
+
+- `biller`
+- richer billing type values
+
+Backwards compatibility:
+
+- existing adapter values `api` and `subscription` are treated as legacy aliases
+- map `api -> metered_api`
+- map `subscription -> subscription_included`
+
+Future adapters may emit the canonical values directly.
+
+OpenRouter support will use:
+
+- `provider` = upstream provider when known
+- `biller` = `openrouter`
+- `billingType` = `metered_api` unless OpenRouter later exposes another billing mode
+
+Cloudflare Unified Billing support will use:
+
+- `provider` = upstream provider when known
+- `biller` = `cloudflare`
+- `billingType` = `credits` or `metered_api` depending on the normalized request billing contract
+
+Bedrock support will use:
+
+- `provider` = upstream provider or `aws_bedrock` depending on adapter shape
+- `biller` = `aws_bedrock`
+- `billingType` = request-scoped mode for inference rows
+- `finance_events` for provisioned, training, import, and storage charges
+
+## Write Path Changes
+
+### Heartbeat-created events
+
+When a heartbeat run produces usage or spend:
+
+1. normalize adapter billing metadata
+2. write a ledger row to `cost_events`
+3. attach `heartbeat_run_id`
+4. set `provider`, `biller`, `billing_type`, token fields, and `cost_cents`
+
+The write path should no longer depend on later inference from `heartbeat_runs`.
+
+### Manual API-created events
+
+Manual cost event creation remains supported.
+These events may have `heartbeatRunId = null`.
+
+Rules:
+
+- `provider` remains required
+- `biller` defaults to `provider`
+- `billingType` defaults to `unknown`
+
+## Reporting Changes
+
+### Server
+
+Refactor reporting queries to use `cost_events` only.
+
+#### `summary`
+
+- sum `cost_cents`
+
+#### `by-agent`
+
+- sum costs and token fields from `cost_events`
+- use `count(distinct heartbeat_run_id)` filtered by billing type for run counts
+- use token sums filtered by billing type for subscription usage
+
+#### `by-provider`
+
+- group by `provider`, `model`
+- sum costs and token fields directly from the ledger
+- derive billing-type slices from `cost_events.billing_type`
+- never pro-rate from unrelated `heartbeat_runs`
+
+#### future `by-biller`
+
+- group by `biller`
+- this is the right view for invoice and subscription accountability
+
+#### `window-spend`
+
+- continue to use `cost_events`
+
+#### project attribution
+
+Keep current project attribution logic for now, but prefer `cost_events.heartbeat_run_id` as the join anchor whenever possible.
+
+## UI Changes
+
+### Principles
+
+- Spend, usage, and quota are related but distinct
+- a missing quota fetch is not the same as “no quota”
+- provider and biller are different dimensions
+
+### Immediate UI changes
+
+1. Keep the current costs page structure.
+2. Make the provider cards accurate by reading only ledger-backed values.
+3. Show provider quota fetch errors explicitly instead of dropping them.
+
+### Follow-up UI direction
+
+The long-term board UI should expose:
+
+- Spend
+  Dollars by biller, provider, model, agent, project
+- Usage
+  Tokens by provider, model, agent, project
+- Quotas
+  Live provider or biller limits, credits, and reset windows
+- Financial events
+  Credit purchases, top-ups, fees, refunds, commitments, storage, and other non-inference charges
+
+## Migration Plan
+
+Migration behavior:
+
+- add new non-destructive columns with defaults
+- backfill existing rows:
+  - `biller = provider`
+  - `billing_type = 'unknown'`
+  - `cached_input_tokens = 0`
+  - `heartbeat_run_id = null`
+
+Do **not** attempt to backfill historical provider-level subscription attribution from `heartbeat_runs`.
+That data was never stored with the required dimensions.
+
+## Testing Plan
+
+Add or update tests for:
+
+1. heartbeat-created ledger rows persist `heartbeatRunId`, `biller`, `billingType`, and cached tokens
+2. legacy adapter billing values map correctly
+3. provider reporting uses ledger data only
+4. mixed-provider companies do not cross-attribute subscription usage
+5. zero-dollar subscription usage still appears in token reporting
+6. quota fetch failures render explicit UI state
+7. manual cost events still validate and write correctly
+8. biller reporting keeps upstream provider breakdowns separate
+9. OpenRouter-style rows can show `biller=openrouter` with non-OpenRouter upstream providers
+10. Cloudflare-style rows can show `biller=cloudflare` with preserved upstream provider identity
+11. future `finance_events` aggregation handles non-request charges without requiring a model or run id
+
+## Delivery Plan
+
+### Step 1
+
+- land the ledger contract and query rewrite
+- make the current costs page correct
+
+### Step 2
+
+- add biller-oriented reporting endpoints and UI
+
+### Step 3
+
+- wire OpenRouter and any future aggregator adapters to the same contract
+
+### Step 4
+
+- add `executionAdapterType` to persisted cost reporting if adapter-level grouping becomes a product requirement
+
+### Step 5
+
+- introduce `finance_events`
+- add non-inference accounting endpoints
+- add UI for platform/account charges alongside inference spend and usage
+
+## Non-Goals For This Change
+
+- multi-currency support
+- invoice reconciliation
+- provider-specific cost estimation beyond persisted billed cost
+- replacing `heartbeat_runs` as the operational run record

doc/plans/2026-03-14-budget-policies-and-enforcement.md

@@ -0,0 +1,611 @@
+# Budget Policies and Enforcement
+
+## Context
+
+Paperclip already treats budgets as a core control-plane responsibility:
+
+- `doc/SPEC.md` gives the Board authority to set budgets, pause agents, pause work, and override any budget.
+- `doc/SPEC-implementation.md` says V1 must support monthly UTC budget windows, soft alerts, and hard auto-pause.
+- the current code only partially implements that intent.
+
+Today the system has narrow money-budget behavior:
+
+- companies track `budgetMonthlyCents` and `spentMonthlyCents`
+- agents track `budgetMonthlyCents` and `spentMonthlyCents`
+- `cost_events` ingestion increments those counters
+- when an agent exceeds its monthly budget, the agent is paused
+
+That leaves major product gaps:
+
+- no project budget model
+- no approval generated when budget is hit
+- no generic budget policy system
+- no project pause semantics tied to budget
+- no durable incident tracking to prevent duplicate alerts
+- no separation between enforceable spend budgets and advisory usage quotas
+
+This plan defines the concrete budgeting model Paperclip should implement next.
+
+## Product Goals
+
+Paperclip should let operators:
+
+1. Set budgets on agents and projects.
+2. Understand whether a budget is based on money or usage.
+3. Be warned before a budget is exhausted.
+4. Automatically pause work when a hard budget is hit.
+5. Approve, raise, or resume from a budget stop using obvious UI.
+6. See budget state on the dashboard, `/costs`, and scope detail pages.
+
+The system should make one thing very clear:
+
+- budgets are policy controls
+- quotas are usage visibility
+
+They are related, but they are not the same concept.
+
+## Product Decisions
+
+### V1 Budget Defaults
+
+For the next implementation pass, Paperclip should enforce these defaults:
+
+- agent budgets are recurring monthly budgets
+- project budgets are lifetime total budgets
+- hard-stop enforcement uses billed dollars, not tokens
+- monthly windows use UTC calendar months
+- project total budgets do not reset automatically
+
+This gives a clean mental model:
+
+- agents are ongoing workers, so monthly recurring budget is natural
+- projects are bounded workstreams, so lifetime cap is natural
+
+### Metric To Enforce First
+
+The first enforceable metric should be `billed_cents`.
+
+Reasoning:
+
+- it works across providers, billers, and models
+- it maps directly to real financial risk
+- it handles overage and metered usage consistently
+- it avoids cross-provider token normalization problems
+- it applies cleanly even when future finance events are not token-based
+
+Token budgets should not be the first hard-stop policy.
+They should come later as advisory usage controls once the money-based system is solid.
+
+### Subscription Usage Decision
+
+Paperclip should separate subscription-included usage from billed spend:
+
+- `subscription_included`
+  - visible in reporting
+  - visible in usage summaries
+  - does not count against money budget
+- `subscription_overage`
+  - visible in reporting
+  - counts against money budget
+- `metered_api`
+  - visible in reporting
+  - counts against money budget
+
+This keeps the budget system honest:
+
+- users should not see "spend" rise for usage that did not incur marginal billed cost
+- users should still see the token usage and provider quota state
+
+### Soft Alert Versus Hard Stop
+
+Paperclip should have two threshold classes:
+
+- soft alert
+  - creates visible notification state
+  - does not create an approval
+  - does not pause work
+- hard stop
+  - pauses the affected scope automatically
+  - creates an approval requiring human resolution
+  - prevents additional heartbeats or task pickup in that scope
+
+Default thresholds:
+
+- soft alert at `80%`
+- hard stop at `100%`
+
+These should be configurable per policy later, but they are good defaults now.
+
+## Scope Model
+
+### Supported Scope Types
+
+Budget policies should support:
+
+- `company`
+- `agent`
+- `project`
+
+This plan focuses on finishing `agent` and `project` first while preserving the existing company budget behavior.
+
+### Recommended V1.5 Policy Presets
+
+- Company
+  - metric: `billed_cents`
+  - window: `calendar_month_utc`
+- Agent
+  - metric: `billed_cents`
+  - window: `calendar_month_utc`
+- Project
+  - metric: `billed_cents`
+  - window: `lifetime`
+
+Future extensions can add:
+
+- token advisory policies
+- daily or weekly spend windows
+- provider- or biller-scoped budgets
+- inherited delegated budgets down the org tree
+
+## Current Implementation Baseline
+
+The current codebase is not starting from zero, but the existing shape is too ad hoc to extend safely.
+
+### What Exists Today
+
+- company and agent monthly cents counters
+- cost ingestion that updates those counters
+- agent hard-stop pause on monthly budget overrun
+
+### What Is Missing
+
+- project budgets
+- generic budget policy persistence
+- generic threshold crossing detection
+- incident deduplication per scope/window
+- approval creation on hard-stop
+- project execution blocking
+- budget timeline and incident UI
+- distinction between advisory quota and enforceable budget
+
+## Proposed Data Model
+
+### 1. `budget_policies`
+
+Create a new table for canonical budget definitions.
+
+Suggested fields:
+
+- `id`
+- `company_id`
+- `scope_type`
+- `scope_id`
+- `metric`
+- `window_kind`
+- `amount`
+- `warn_percent`
+- `hard_stop_enabled`
+- `notify_enabled`
+- `is_active`
+- `created_by_user_id`
+- `updated_by_user_id`
+- `created_at`
+- `updated_at`
+
+Notes:
+
+- `scope_type` is one of `company | agent | project`
+- `scope_id` is nullable only for company-level policy if company is implied; otherwise keep it explicit
+- `metric` should start with `billed_cents`
+- `window_kind` starts with `calendar_month_utc | lifetime`
+- `amount` is stored in the natural unit of the metric
+
+### 2. `budget_incidents`
+
+Create a durable record of threshold crossings.
+
+Suggested fields:
+
+- `id`
+- `company_id`
+- `policy_id`
+- `scope_type`
+- `scope_id`
+- `metric`
+- `window_kind`
+- `window_start`
+- `window_end`
+- `threshold_type`
+- `amount_limit`
+- `amount_observed`
+- `status`
+- `approval_id` nullable
+- `activity_id` nullable
+- `resolved_at` nullable
+- `created_at`
+- `updated_at`
+
+Notes:
+
+- `threshold_type`: `soft | hard`
+- `status`: `open | acknowledged | resolved | dismissed`
+- one open incident per policy per threshold per window prevents duplicate approvals and alert spam
+
+### 3. Project Pause State
+
+Projects need explicit pause semantics.
+
+Recommended approach:
+
+- extend project status or add a pause field so a project can be blocked by budget
+- preserve whether the project is paused due to budget versus manually paused
+
+Preferred shape:
+
+- keep project workflow status as-is
+- add execution-state fields:
+  - `execution_status`: `active | paused | archived`
+  - `pause_reason`: `manual | budget | system | null`
+
+If that is too large for the immediate pass, a smaller version is:
+
+- add `paused_at`
+- add `pause_reason`
+
+The key requirement is behavioral, not cosmetic:
+Paperclip must know that a project is budget-paused and enforce it.
+
+### 4. Compatibility With Existing Budget Columns
+
+Existing company and agent monthly budget columns should remain temporarily for compatibility.
+
+Migration plan:
+
+1. keep reading existing columns during transition
+2. create equivalent `budget_policies` rows
+3. switch enforcement and UI to policies
+4. later remove or deprecate legacy columns
+
+## Budget Engine
+
+Budget enforcement should move into a dedicated service.
+
+Current logic is buried inside cost ingestion.
+That is too narrow because budget checks must apply at more than one execution boundary.
+
+### Responsibilities
+
+New service: `budgetService`
+
+Responsibilities:
+
+- resolve applicable policies for a cost event
+- compute current window totals
+- detect threshold crossings
+- create incidents, activities, and approvals
+- pause affected scopes on hard-stop
+- provide preflight enforcement checks for execution entry points
+
+### Canonical Evaluation Flow
+
+When a new `cost_event` is written:
+
+1. persist the `cost_event`
+2. identify affected scopes
+   - company
+   - agent
+   - project
+3. fetch active policies for those scopes
+4. compute current observed amount for each policy window
+5. compare to thresholds
+6. create soft incident if soft threshold crossed for first time in window
+7. create hard incident if hard threshold crossed for first time in window
+8. if hard incident:
+   - pause the scope
+   - create approval
+   - create activity event
+   - emit notification state
+
+### Preflight Enforcement Checks
+
+Budget enforcement cannot rely only on post-hoc cost ingestion.
+
+Paperclip must also block execution before new work starts.
+
+Add budget checks to:
+
+- scheduler heartbeat dispatch
+- manual invoke endpoints
+- assignment-driven wakeups
+- queued run promotion
+- issue checkout or pickup paths where applicable
+
+If a scope is budget-paused:
+
+- do not start a new heartbeat
+- do not let the agent pick up additional work
+- present a clear reason in API and UI
+
+### Active Run Behavior
+
+When a hard-stop is triggered while a run is already active:
+
+- mark scope paused immediately for future work
+- request graceful cancellation of the current run
+- allow normal cancellation timeout behavior
+- write activity explaining that pause came from budget enforcement
+
+This mirrors the general pause semantics already expected by the product.
+
+## Approval Model
+
+Budget hard-stops should create a first-class approval.
+
+### New Approval Type
+
+Add approval type:
+
+- `budget_override_required`
+
+Payload should include:
+
+- `scopeType`
+- `scopeId`
+- `scopeName`
+- `metric`
+- `windowKind`
+- `thresholdType`
+- `budgetAmount`
+- `observedAmount`
+- `windowStart`
+- `windowEnd`
+- `topDrivers`
+- `paused`
+
+### Resolution Actions
+
+The approval UI should support:
+
+- raise budget and resume
+- resume once without changing policy
+- keep paused
+
+Optional later action:
+
+- disable budget policy
+
+### Soft Alerts Do Not Need Approval
+
+Soft alerts should create:
+
+- activity event
+- dashboard alert
+- inbox notification or similar board-visible signal
+
+They should not create an approval by default.
+
+## Notification And Activity Model
+
+Budget events need obvious operator visibility.
+
+Required outputs:
+
+- activity log entry on threshold crossings
+- dashboard surface for active budget incidents
+- detail page banner on paused agent or project
+- `/costs` summary of active incidents and policy health
+
+Later channels:
+
+- email
+- webhook
+- Slack or other integrations
+
+## API Plan
+
+### Policy Management
+
+Add routes for:
+
+- list budget policies for company
+- create budget policy
+- update budget policy
+- archive or disable budget policy
+
+### Incident Surfaces
+
+Add routes for:
+
+- list active budget incidents
+- list incident history
+- get incident detail for a scope
+
+### Approval Resolution
+
+Budget approvals should use the existing approval system once the new approval type is added.
+
+Expected flows:
+
+- create approval on hard-stop
+- resolve approval by changing policy and resuming
+- resolve approval by resuming once
+
+### Execution Errors
+
+When work is blocked by budget, the API should return explicit errors.
+
+Examples:
+
+- agent invocation blocked because agent budget is paused
+- issue execution blocked because project budget is paused
+
+Do not silently no-op.
+
+## UI Plan
+
+Budgeting should be visible in the places where operators make decisions.
+
+### `/costs`
+
+Add a budget section that includes:
+
+- active budget incidents
+- policy list with scope, window, metric, and threshold state
+- progress bars for current period or total
+- clear distinction between:
+  - spend budget
+  - subscription quota
+- quick actions:
+  - raise budget
+  - open approval
+  - resume scope if permitted
+
+The page should make this visual distinction obvious:
+
+- Budget
+  - enforceable spend policy
+- Quota
+  - provider or subscription usage window
+
+### Agent Detail
+
+Add an agent budget card:
+
+- monthly budget amount
+- current month spend
+- remaining spend
+- status
+- warning or paused banner
+- link to approval if blocked
+
+### Project Detail
+
+Add a project budget card:
+
+- total budget amount
+- total spend to date
+- remaining spend
+- pause status
+- approval link
+
+Project detail should also show if issue execution is blocked because the project is budget-paused.
+
+### Dashboard
+
+Add a high-signal budget section:
+
+- active budget breaches
+- upcoming soft alerts
+- counts of paused agents and paused projects due to budget
+
+The operator should not have to visit `/costs` to learn that work has stopped.
+
+## Budget Math
+
+### What Counts Toward Budget
+
+For V1.5 enforcement, include:
+
+- `metered_api` cost events
+- `subscription_overage` cost events
+- any future request-scoped cost event with non-zero billed cents
+
+Do not include:
+
+- `subscription_included` cost events with zero billed cents
+- advisory quota rows
+- account-level finance events unless and until company-level financial budgets are added explicitly
+
+### Why Not Tokens First
+
+Token budgets should not be the first hard-stop because:
+
+- providers count tokens differently
+- cached tokens complicate simple totals
+- some future charges are not token-based
+- subscription tokens do not necessarily imply spend
+- money remains the cleanest cross-provider enforcement metric
+
+### Future Budget Metrics
+
+Future policy metrics can include:
+
+- `total_tokens`
+- `input_tokens`
+- `output_tokens`
+- `requests`
+- `finance_amount_cents`
+
+But they should enter only after the money-budget path is stable.
+
+## Migration Plan
+
+### Phase 1: Foundation
+
+- add `budget_policies`
+- add `budget_incidents`
+- add new approval type
+- add project pause metadata
+
+### Phase 2: Compatibility
+
+- backfill policies from existing company and agent monthly budget columns
+- keep legacy columns readable during migration
+
+### Phase 3: Enforcement
+
+- move budget logic into dedicated service
+- add hard-stop incident creation
+- add activity and approval creation
+- add execution guards on heartbeat and invoke paths
+
+### Phase 4: UI
+
+- `/costs` budget section
+- agent detail budget card
+- project detail budget card
+- dashboard incident summary
+
+### Phase 5: Cleanup
+
+- move all reads/writes to `budget_policies`
+- reduce legacy column reliance
+- decide whether to remove old budget columns
+
+## Tests
+
+Required coverage:
+
+- agent monthly budget soft alert at 80%
+- agent monthly budget hard-stop at 100%
+- project lifetime budget soft alert
+- project lifetime budget hard-stop
+- `subscription_included` usage does not consume money budget
+- `subscription_overage` does consume money budget
+- hard-stop creates one incident per threshold per window
+- hard-stop creates approval and pauses correct scope
+- paused project blocks new issue execution
+- paused agent blocks new heartbeat dispatch
+- policy update and resume clears or resolves active incident correctly
+- dashboard and `/costs` surface active incidents
+
+## Open Questions
+
+These should be explicitly deferred unless they block implementation:
+
+- Should project budgets also support monthly mode, or is lifetime enough for the first release?
+- Should company-level budgets eventually include `finance_events` such as OpenRouter top-up fees and Bedrock provisioned charges?
+- Should delegated budget editing be limited by org hierarchy in V1, or remain board-only in the UI even if the data model can support delegation later?
+- Do we need "resume once" immediately, or can first approval resolution be "raise budget and resume" plus "keep paused"?
+
+## Recommendation
+
+Implement the first coherent budgeting system with these rules:
+
+- Agent budget = monthly billed dollars
+- Project budget = lifetime billed dollars
+- Hard-stop = auto-pause + approval
+- Soft alert = visible warning, no approval
+- Subscription usage = visible quota and token reporting, not money-budget enforcement
+
+This solves the real operator problem without mixing together spend control, provider quota windows, and token accounting.

doc/plans/2026-03-17-docker-release-browser-e2e.md

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+# Docker Release Browser E2E Plan
+
+## Context
+
+Today release smoke testing for published Paperclip packages is manual and shell-driven:
+
+```sh
+HOST_PORT=3232 DATA_DIR=./data/release-smoke-canary PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
+HOST_PORT=3233 DATA_DIR=./data/release-smoke-stable PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh
+```
+
+That is useful because it exercises the same public install surface users hit:
+
+- Docker
+- `npx paperclipai@canary`
+- `npx paperclipai@latest`
+- authenticated bootstrap flow
+
+But it still leaves the most important release questions to a human with a browser:
+
+- can I sign in with the smoke credentials?
+- do I land in onboarding?
+- can I complete onboarding?
+- does the initial CEO agent actually get created and run?
+
+The repo already has two adjacent pieces:
+
+- `tests/e2e/onboarding.spec.ts` covers the onboarding wizard against the local source tree
+- `scripts/docker-onboard-smoke.sh` boots a published Docker install and auto-bootstraps authenticated mode, but only verifies the API/session layer
+
+What is missing is one deterministic browser test that joins those two paths.
+
+## Goal
+
+Add a release-grade Docker-backed browser E2E that validates the published `canary` and `latest` installs end to end:
+
+1. boot the published package in Docker
+2. sign in with known smoke credentials
+3. verify the user is routed into onboarding
+4. complete onboarding in the browser
+5. verify the first CEO agent exists
+6. verify the initial CEO run was triggered and reached a terminal or active state
+
+Then wire that test into GitHub Actions so release validation is no longer manual-only.
+
+## Recommendation In One Sentence
+
+Turn the current Docker smoke script into a machine-friendly test harness, add a dedicated Playwright release-smoke spec that drives the authenticated browser flow against published Docker installs, and run it in GitHub Actions for both `canary` and `latest`.
+
+## What We Have Today
+
+### Existing local browser coverage
+
+`tests/e2e/onboarding.spec.ts` already proves the onboarding wizard can:
+
+- create a company
+- create a CEO agent
+- create an initial issue
+- optionally observe task progress
+
+That is a good base, but it does not validate the public npm package, Docker path, authenticated login flow, or release dist-tags.
+
+### Existing Docker smoke coverage
+
+`scripts/docker-onboard-smoke.sh` already does useful setup work:
+
+- builds `Dockerfile.onboard-smoke`
+- runs `paperclipai@${PAPERCLIPAI_VERSION}` inside Docker
+- waits for health
+- signs up or signs in a smoke admin user
+- generates and accepts the bootstrap CEO invite in authenticated mode
+- verifies a board session and `/api/companies`
+
+That means the hard bootstrap problem is mostly solved already. The main gap is that the script is human-oriented and never hands control to a browser test.
+
+### Existing CI shape
+
+The repo already has:
+
+- `.github/workflows/e2e.yml` for manual Playwright runs against local source
+- `.github/workflows/release.yml` for canary publish on `master` and manual stable promotion
+
+So the right move is to extend the current test/release system, not create a parallel one.
+
+## Product Decision
+
+### 1. The release smoke should stay deterministic and token-free
+
+The first version should not require OpenAI, Anthropic, or external agent credentials.
+
+Use the onboarding flow with a deterministic adapter that can run on a stock GitHub runner and inside the published Docker install. The existing `process` adapter with a trivial command is the right base path for this release gate.
+
+That keeps this test focused on:
+
+- release packaging
+- auth/bootstrap
+- UI routing
+- onboarding contract
+- agent creation
+- heartbeat invocation plumbing
+
+Later we can add a second credentialed smoke lane for real model-backed agents.
+
+### 2. Smoke credentials become an explicit test contract
+
+The current defaults in `scripts/docker-onboard-smoke.sh` should be treated as stable test fixtures:
+
+- email: `smoke-admin@paperclip.local`
+- password: `paperclip-smoke-password`
+
+The browser test should log in with those exact values unless overridden by env vars.
+
+### 3. Published-package smoke and source-tree E2E stay separate
+
+Keep two lanes:
+
+- source-tree E2E for feature development
+- published Docker release smoke for release confidence
+
+They overlap on onboarding assertions, but they guard different failure classes.
+
+## Proposed Design
+
+## 1. Add a CI-friendly Docker smoke harness
+
+Refactor `scripts/docker-onboard-smoke.sh` so it can run in two modes:
+
+- interactive mode
+  - current behavior
+  - streams logs and waits in foreground for manual inspection
+- CI mode
+  - starts the container
+  - waits for health and authenticated bootstrap
+  - prints machine-readable metadata
+  - exits while leaving the container running for Playwright
+
+Recommended shape:
+
+- keep `scripts/docker-onboard-smoke.sh` as the public entry point
+- add a `SMOKE_DETACH=true` or `--detach` mode
+- emit a JSON blob or `.env` file containing:
+  - `SMOKE_BASE_URL`
+  - `SMOKE_ADMIN_EMAIL`
+  - `SMOKE_ADMIN_PASSWORD`
+  - `SMOKE_CONTAINER_NAME`
+  - `SMOKE_DATA_DIR`
+
+The workflow and Playwright tests can then consume the emitted metadata instead of scraping logs.
+
+### Why this matters
+
+The current script always tails logs and then blocks on `wait "$LOG_PID"`. That is convenient for manual smoke testing, but it is the wrong shape for CI orchestration.
+
+## 2. Add a dedicated Playwright release-smoke spec
+
+Create a second Playwright entry point specifically for published Docker installs, for example:
+
+- `tests/release-smoke/playwright.config.ts`
+- `tests/release-smoke/docker-auth-onboarding.spec.ts`
+
+This suite should not use Playwright `webServer`, because the app server will already be running inside Docker.
+
+### Browser scenario
+
+The first release-smoke scenario should validate:
+
+1. open `/`
+2. unauthenticated user is redirected to `/auth`
+3. sign in using the smoke credentials
+4. authenticated user lands on onboarding when no companies exist
+5. onboarding wizard appears with the expected step labels
+6. create a company
+7. create the first agent using `process`
+8. create the initial issue
+9. finish onboarding and open the created issue
+10. verify via API:
+    - company exists
+    - CEO agent exists
+    - issue exists and is assigned to the CEO
+11. verify the first heartbeat run was triggered:
+    - either by checking issue status changed from initial state, or
+    - by checking agent/runs API shows a run for the CEO, or
+    - both
+
+The test should tolerate the run completing quickly. For this reason, the assertion should accept:
+
+- `queued`
+- `running`
+- `succeeded`
+
+and similarly for issue progression if the issue status changes before the assertion runs.
+
+### Why a separate spec instead of reusing `tests/e2e/onboarding.spec.ts`
+
+The local-source test and release-smoke test have different assumptions:
+
+- different server lifecycle
+- different auth path
+- different deployment mode
+- published npm package instead of local workspace code
+
+Trying to force both through one spec will make both worse.
+
+## 3. Add a release-smoke workflow in GitHub Actions
+
+Add a workflow dedicated to this surface, ideally reusable:
+
+- `.github/workflows/release-smoke.yml`
+
+Recommended triggers:
+
+- `workflow_dispatch`
+- `workflow_call`
+
+Recommended inputs:
+
+- `paperclip_version`
+  - `canary` or `latest`
+- `host_port`
+  - optional, default runner-safe port
+- `artifact_name`
+  - optional for clearer uploads
+
+### Job outline
+
+1. checkout repo
+2. install Node/pnpm
+3. install Playwright browser dependencies
+4. launch Docker smoke harness in detached mode with the chosen dist-tag
+5. run the release-smoke Playwright suite against the returned base URL
+6. always collect diagnostics:
+   - Playwright report
+   - screenshots
+   - trace
+   - `docker logs`
+   - harness metadata file
+7. stop and remove container
+
+### Why a reusable workflow
+
+This lets us:
+
+- run the smoke manually on demand
+- call it from `release.yml`
+- reuse the same job for both `canary` and `latest`
+
+## 4. Integrate it into release automation incrementally
+
+### Phase A: Manual workflow only
+
+First ship the workflow as manual-only so the harness and test can be stabilized without blocking releases.
+
+### Phase B: Run automatically after canary publish
+
+After `publish_canary` succeeds in `.github/workflows/release.yml`, call the reusable release-smoke workflow with:
+
+- `paperclip_version=canary`
+
+This proves the just-published public canary really boots and onboards.
+
+### Phase C: Run automatically after stable publish
+
+After `publish_stable` succeeds, call the same workflow with:
+
+- `paperclip_version=latest`
+
+This gives us post-publish confirmation that the stable dist-tag is healthy.
+
+### Important nuance
+
+Testing `latest` from npm cannot happen before stable publish, because the package under test does not exist under `latest` yet. So the `latest` smoke is a post-publish verification, not a pre-publish gate.
+
+If we later want a true pre-publish stable gate, that should be a separate source-ref or locally built package smoke job.
+
+## 5. Make diagnostics first-class
+
+This workflow is only valuable if failures are fast to debug.
+
+Always capture:
+
+- Playwright HTML report
+- Playwright trace on failure
+- final screenshot on failure
+- full `docker logs` output
+- emitted smoke metadata
+- optional `curl /api/health` snapshot
+
+Without that, the test will become a flaky black box and people will stop trusting it.
+
+## Implementation Plan
+
+## Phase 1: Harness refactor
+
+Files:
+
+- `scripts/docker-onboard-smoke.sh`
+- optionally `scripts/lib/docker-onboard-smoke.sh` or similar helper
+- `doc/DOCKER.md`
+- `doc/RELEASING.md`
+
+Tasks:
+
+1. Add detached/CI mode to the Docker smoke script.
+2. Make the script emit machine-readable connection metadata.
+3. Keep the current interactive manual mode intact.
+4. Add reliable cleanup commands for CI.
+
+Acceptance:
+
+- a script invocation can start the published Docker app, auto-bootstrap it, and return control to the caller with enough metadata for browser automation
+
+## Phase 2: Browser release-smoke suite
+
+Files:
+
+- `tests/release-smoke/playwright.config.ts`
+- `tests/release-smoke/docker-auth-onboarding.spec.ts`
+- root `package.json`
+
+Tasks:
+
+1. Add a dedicated Playwright config for external server testing.
+2. Implement login + onboarding + CEO creation flow.
+3. Assert a CEO run was created or completed.
+4. Add a root script such as:
+   - `test:release-smoke`
+
+Acceptance:
+
+- the suite passes locally against both:
+  - `PAPERCLIPAI_VERSION=canary`
+  - `PAPERCLIPAI_VERSION=latest`
+
+## Phase 3: GitHub Actions workflow
+
+Files:
+
+- `.github/workflows/release-smoke.yml`
+
+Tasks:
+
+1. Add manual and reusable workflow entry points.
+2. Install Chromium and runner dependencies.
+3. Start Docker smoke in detached mode.
+4. Run the release-smoke Playwright suite.
+5. Upload diagnostics artifacts.
+
+Acceptance:
+
+- a maintainer can run the workflow manually for either `canary` or `latest`
+
+## Phase 4: Release workflow integration
+
+Files:
+
+- `.github/workflows/release.yml`
+- `doc/RELEASING.md`
+
+Tasks:
+
+1. Trigger release smoke automatically after canary publish.
+2. Trigger release smoke automatically after stable publish.
+3. Document expected behavior and failure handling.
+
+Acceptance:
+
+- canary releases automatically produce a published-package browser smoke result
+- stable releases automatically produce a `latest` browser smoke result
+
+## Phase 5: Future extension for real model-backed agent validation
+
+Not part of the first implementation, but this should be the next layer after the deterministic lane is stable.
+
+Possible additions:
+
+- a second Playwright project gated on repo secrets
+- real `claude_local` or `codex_local` adapter validation in Docker-capable environments
+- assertion that the CEO posts a real task/comment artifact
+- stable release holdback until the credentialed lane passes
+
+This should stay optional until the token-free lane is trustworthy.
+
+## Acceptance Criteria
+
+The plan is complete when the implemented system can demonstrate all of the following:
+
+1. A published `paperclipai@canary` Docker install can be smoke-tested by Playwright in CI.
+2. A published `paperclipai@latest` Docker install can be smoke-tested by Playwright in CI.
+3. The test logs into authenticated mode with the smoke credentials.
+4. The test sees onboarding for a fresh instance.
+5. The test completes onboarding in the browser.
+6. The test verifies the initial CEO agent was created.
+7. The test verifies at least one CEO heartbeat run was triggered.
+8. Failures produce actionable artifacts rather than just a red job.
+
+## Risks And Decisions To Make
+
+### 1. Fast process runs may finish before the UI visibly updates
+
+That is expected. The assertions should prefer API polling for run existence/status rather than only visual indicators.
+
+### 2. `latest` smoke is post-publish, not preventive
+
+This is a real limitation of testing the published dist-tag itself. It is still valuable, but it should not be confused with a pre-publish gate.
+
+### 3. We should not overcouple the test to cosmetic onboarding text
+
+The important contract is flow success, created entities, and run creation. Use visible labels sparingly and prefer stable semantic selectors where possible.
+
+### 4. Keep the smoke adapter path boring
+
+For release safety, the first test should use the most boring runnable adapter possible. This is not the place to validate every adapter.
+
+## Recommended First Slice
+
+If we want the fastest path to value, ship this in order:
+
+1. add detached mode to `scripts/docker-onboard-smoke.sh`
+2. add one Playwright spec for authenticated login + onboarding + CEO run verification
+3. add manual `release-smoke.yml`
+4. once stable, wire canary into `release.yml`
+5. after that, wire stable `latest` smoke into `release.yml`
+
+That gives release confidence quickly without turning the first version into a large CI redesign.

doc/plans/2026-03-17-memory-service-surface-api.md

@@ -0,0 +1,426 @@
+# Paperclip Memory Service Plan
+
+## Goal
+
+Define a Paperclip memory service and surface API that can sit above multiple memory backends, while preserving Paperclip's control-plane requirements:
+
+- company scoping
+- auditability
+- provenance back to Paperclip work objects
+- budget / cost visibility
+- plugin-first extensibility
+
+This plan is based on the external landscape summarized in `doc/memory-landscape.md` and on the current Paperclip architecture in:
+
+- `doc/SPEC-implementation.md`
+- `doc/plugins/PLUGIN_SPEC.md`
+- `doc/plugins/PLUGIN_AUTHORING_GUIDE.md`
+- `packages/plugins/sdk/src/types.ts`
+
+## Recommendation In One Sentence
+
+Paperclip should not embed one opinionated memory engine into core. It should add a company-scoped memory control plane with a small normalized adapter contract, then let built-ins and plugins implement the provider-specific behavior.
+
+## Product Decisions
+
+### 1. Memory is company-scoped by default
+
+Every memory binding belongs to exactly one company.
+
+That binding can then be:
+
+- the company default
+- an agent override
+- a project override later if we need it
+
+No cross-company memory sharing in the initial design.
+
+### 2. Providers are selected by key
+
+Each configured memory provider gets a stable key inside a company, for example:
+
+- `default`
+- `mem0-prod`
+- `local-markdown`
+- `research-kb`
+
+Agents and services resolve the active provider by key, not by hard-coded vendor logic.
+
+### 3. Plugins are the primary provider path
+
+Built-ins are useful for a zero-config local path, but most providers should arrive through the existing Paperclip plugin runtime.
+
+That keeps the core small and matches the current direction that optional knowledge-like systems live at the edges.
+
+### 4. Paperclip owns routing, provenance, and accounting
+
+Providers should not decide how Paperclip entities map to governance.
+
+Paperclip core should own:
+
+- who is allowed to call a memory operation
+- which company / agent / project scope is active
+- what issue / run / comment / document the operation belongs to
+- how usage gets recorded
+
+### 5. Automatic memory should be narrow at first
+
+Automatic capture is useful, but broad silent capture is dangerous.
+
+Initial automatic hooks should be:
+
+- post-run capture from agent runs
+- issue comment / document capture when the binding enables it
+- pre-run recall for agent context hydration
+
+Everything else should start explicit.
+
+## Proposed Concepts
+
+### Memory provider
+
+A built-in or plugin-supplied implementation that stores and retrieves memory.
+
+Examples:
+
+- local markdown + vector index
+- mem0 adapter
+- supermemory adapter
+- MemOS adapter
+
+### Memory binding
+
+A company-scoped configuration record that points to a provider and carries provider-specific config.
+
+This is the object selected by key.
+
+### Memory scope
+
+The normalized Paperclip scope passed into a provider request.
+
+At minimum:
+
+- `companyId`
+- optional `agentId`
+- optional `projectId`
+- optional `issueId`
+- optional `runId`
+- optional `subjectId` for external/user identity
+
+### Memory source reference
+
+The provenance handle that explains where a memory came from.
+
+Supported source kinds should include:
+
+- `issue_comment`
+- `issue_document`
+- `issue`
+- `run`
+- `activity`
+- `manual_note`
+- `external_document`
+
+### Memory operation
+
+A normalized write, query, browse, or delete action performed through Paperclip.
+
+Paperclip should log every operation, whether the provider is local or external.
+
+## Required Adapter Contract
+
+The required core should be small enough to fit `memsearch`, `mem0`, `Memori`, `MemOS`, or `OpenViking`.
+
+```ts
+export interface MemoryAdapterCapabilities {
+  profile?: boolean;
+  browse?: boolean;
+  correction?: boolean;
+  asyncIngestion?: boolean;
+  multimodal?: boolean;
+  providerManagedExtraction?: boolean;
+}
+
+export interface MemoryScope {
+  companyId: string;
+  agentId?: string;
+  projectId?: string;
+  issueId?: string;
+  runId?: string;
+  subjectId?: string;
+}
+
+export interface MemorySourceRef {
+  kind:
+    | "issue_comment"
+    | "issue_document"
+    | "issue"
+    | "run"
+    | "activity"
+    | "manual_note"
+    | "external_document";
+  companyId: string;
+  issueId?: string;
+  commentId?: string;
+  documentKey?: string;
+  runId?: string;
+  activityId?: string;
+  externalRef?: string;
+}
+
+export interface MemoryUsage {
+  provider: string;
+  model?: string;
+  inputTokens?: number;
+  outputTokens?: number;
+  embeddingTokens?: number;
+  costCents?: number;
+  latencyMs?: number;
+  details?: Record<string, unknown>;
+}
+
+export interface MemoryWriteRequest {
+  bindingKey: string;
+  scope: MemoryScope;
+  source: MemorySourceRef;
+  content: string;
+  metadata?: Record<string, unknown>;
+  mode?: "append" | "upsert" | "summarize";
+}
+
+export interface MemoryRecordHandle {
+  providerKey: string;
+  providerRecordId: string;
+}
+
+export interface MemoryQueryRequest {
+  bindingKey: string;
+  scope: MemoryScope;
+  query: string;
+  topK?: number;
+  intent?: "agent_preamble" | "answer" | "browse";
+  metadataFilter?: Record<string, unknown>;
+}
+
+export interface MemorySnippet {
+  handle: MemoryRecordHandle;
+  text: string;
+  score?: number;
+  summary?: string;
+  source?: MemorySourceRef;
+  metadata?: Record<string, unknown>;
+}
+
+export interface MemoryContextBundle {
+  snippets: MemorySnippet[];
+  profileSummary?: string;
+  usage?: MemoryUsage[];
+}
+
+export interface MemoryAdapter {
+  key: string;
+  capabilities: MemoryAdapterCapabilities;
+  write(req: MemoryWriteRequest): Promise<{
+    records?: MemoryRecordHandle[];
+    usage?: MemoryUsage[];
+  }>;
+  query(req: MemoryQueryRequest): Promise<MemoryContextBundle>;
+  get(handle: MemoryRecordHandle, scope: MemoryScope): Promise<MemorySnippet | null>;
+  forget(handles: MemoryRecordHandle[], scope: MemoryScope): Promise<{ usage?: MemoryUsage[] }>;
+}
+```
+
+This contract intentionally does not force a provider to expose its internal graph, filesystem, or ontology.
+
+## Optional Adapter Surfaces
+
+These should be capability-gated, not required:
+
+- `browse(scope, filters)` for file-system / graph / timeline inspection
+- `correct(handle, patch)` for natural-language correction flows
+- `profile(scope)` when the provider can synthesize stable preferences or summaries
+- `sync(source)` for connectors or background ingestion
+- `explain(queryResult)` for providers that can expose retrieval traces
+
+## What Paperclip Should Persist
+
+Paperclip should not mirror the full provider memory corpus into Postgres unless the provider is a Paperclip-managed local provider.
+
+Paperclip core should persist:
+
+- memory bindings and overrides
+- provider keys and capability metadata
+- normalized memory operation logs
+- provider record handles returned by operations when available
+- source references back to issue comments, documents, runs, and activity
+- usage and cost data
+
+For external providers, the memory payload itself can remain in the provider.
+
+## Hook Model
+
+### Automatic hooks
+
+These should be low-risk and easy to reason about:
+
+1. `pre-run hydrate`
+   Before an agent run starts, Paperclip may call `query(... intent = "agent_preamble")` using the active binding.
+
+2. `post-run capture`
+   After a run finishes, Paperclip may write a summary or transcript-derived note tied to the run.
+
+3. `issue comment / document capture`
+   When enabled on the binding, Paperclip may capture selected issue comments or issue documents as memory sources.
+
+### Explicit hooks
+
+These should be tool- or UI-driven first:
+
+- `memory.search`
+- `memory.note`
+- `memory.forget`
+- `memory.correct`
+- `memory.browse`
+
+### Not automatic in the first version
+
+- broad web crawling
+- silent import of arbitrary repo files
+- cross-company memory sharing
+- automatic destructive deletion
+- provider migration between bindings
+
+## Agent UX Rules
+
+Paperclip should give agents both automatic recall and explicit tools, with simple guidance:
+
+- use `memory.search` when the task depends on prior decisions, people, projects, or long-running context that is not in the current issue thread
+- use `memory.note` when a durable fact, preference, or decision should survive this run
+- use `memory.correct` when the user explicitly says prior context is wrong
+- rely on post-run auto-capture for ordinary session residue so agents do not have to write memory notes for every trivial exchange
+
+This keeps memory available without forcing every agent prompt to become a memory-management protocol.
+
+## Browse And Inspect Surface
+
+Paperclip needs a first-class UI for memory, otherwise providers become black boxes.
+
+The initial browse surface should support:
+
+- active binding by company and agent
+- recent memory operations
+- recent write sources
+- query results with source backlinks
+- filters by agent, issue, run, source kind, and date
+- provider usage / cost / latency summaries
+
+When a provider supports richer browsing, the plugin can add deeper views through the existing plugin UI surfaces.
+
+## Cost And Evaluation
+
+Every adapter response should be able to return usage records.
+
+Paperclip should roll up:
+
+- memory inference tokens
+- embedding tokens
+- external provider cost
+- latency
+- query count
+- write count
+
+It should also record evaluation-oriented metrics where possible:
+
+- recall hit rate
+- empty query rate
+- manual correction count
+- per-binding success / failure counts
+
+This is important because a memory system that "works" but silently burns budget is not acceptable in Paperclip.
+
+## Suggested Data Model Additions
+
+At the control-plane level, the likely new core tables are:
+
+- `memory_bindings`
+  - company-scoped key
+  - provider id / plugin id
+  - config blob
+  - enabled status
+
+- `memory_binding_targets`
+  - target type (`company`, `agent`, later `project`)
+  - target id
+  - binding id
+
+- `memory_operations`
+  - company id
+  - binding id
+  - operation type (`write`, `query`, `forget`, `browse`, `correct`)
+  - scope fields
+  - source refs
+  - usage / latency / cost
+  - success / error
+
+Provider-specific long-form state should stay in plugin state or the provider itself unless a built-in local provider needs its own schema.
+
+## Recommended First Built-In
+
+The best zero-config built-in is a local markdown-first provider with optional semantic indexing.
+
+Why:
+
+- it matches Paperclip's local-first posture
+- it is inspectable
+- it is easy to back up and debug
+- it gives the system a baseline even without external API keys
+
+The design should still treat that built-in as just another provider behind the same control-plane contract.
+
+## Rollout Phases
+
+### Phase 1: Control-plane contract
+
+- add memory binding models and API types
+- add plugin capability / registration surface for memory providers
+- add operation logging and usage reporting
+
+### Phase 2: One built-in + one plugin example
+
+- ship a local markdown-first provider
+- ship one hosted adapter example to validate the external-provider path
+
+### Phase 3: UI inspection
+
+- add company / agent memory settings
+- add a memory operation explorer
+- add source backlinks to issues and runs
+
+### Phase 4: Automatic hooks
+
+- pre-run hydrate
+- post-run capture
+- selected issue comment / document capture
+
+### Phase 5: Rich capabilities
+
+- correction flows
+- provider-native browse / graph views
+- project-level overrides if needed
+- evaluation dashboards
+
+## Open Questions
+
+- Should project overrides exist in V1 of the memory service, or should we force company default + agent override first?
+- Do we want Paperclip-managed extraction pipelines at all, or should built-ins be the only place where Paperclip owns extraction?
+- Should memory usage extend the current `cost_events` model directly, or should memory operations keep a parallel usage log and roll up into `cost_events` secondarily?
+- Do we want provider install / binding changes to require approvals for some companies?
+
+## Bottom Line
+
+The right abstraction is:
+
+- Paperclip owns memory bindings, scopes, provenance, governance, and usage reporting.
+- Providers own extraction, ranking, storage, and provider-native memory semantics.
+
+That gives Paperclip a stable "memory service" without locking the product to one memory philosophy or one vendor.

doc/plans/2026-03-17-release-automation-and-versioning.md

@@ -0,0 +1,488 @@
+# Release Automation and Versioning Simplification Plan
+
+## Context
+
+Paperclip's current release flow is documented in `doc/RELEASING.md` and implemented through:
+
+- `.github/workflows/release.yml`
+- `scripts/release-lib.sh`
+- `scripts/release-start.sh`
+- `scripts/release-preflight.sh`
+- `scripts/release.sh`
+- `scripts/create-github-release.sh`
+
+Today the model is:
+
+1. pick `patch`, `minor`, or `major`
+2. create `release/X.Y.Z`
+3. draft `releases/vX.Y.Z.md`
+4. publish one or more canaries from that release branch
+5. publish stable from that same branch
+6. push tag + create GitHub Release
+7. merge the release branch back to `master`
+
+That is workable, but it creates friction in exactly the places that should be cheap:
+
+- deciding `patch` vs `minor` vs `major`
+- cutting and carrying release branches
+- manually publishing canaries
+- thinking about changelog generation for canaries
+- handling npm credentials safely in a public repo
+
+The target state from this discussion is simpler:
+
+- every push to `master` publishes a canary automatically
+- stable releases are promoted deliberately from a vetted commit
+- versioning is date-driven instead of semantics-driven
+- stable publishing is secure even in a public open-source repository
+- changelog generation happens only for real stable releases
+
+## Recommendation In One Sentence
+
+Move Paperclip to semver-compatible calendar versioning, auto-publish canaries from `master`, promote stable from a chosen tested commit, and use npm trusted publishing plus GitHub environments so no long-lived npm or LLM token needs to live in Actions.
+
+## Core Decisions
+
+### 1. Use calendar versions, but keep semver syntax
+
+The repo and npm tooling still assume semver-shaped version strings in many places. That does not mean Paperclip must keep semver as a product policy. It does mean the version format should remain semver-valid.
+
+Recommended format:
+
+- stable: `YYYY.MDD.P`
+- canary: `YYYY.MDD.P-canary.N`
+
+Examples:
+
+- first stable on March 17, 2026: `2026.317.0`
+- third canary on the `2026.317.0` line: `2026.317.0-canary.2`
+
+Why this shape:
+
+- it removes `patch/minor/major` decisions
+- it is valid semver syntax
+- it stays compatible with npm, dist-tags, and existing semver validators
+- it is close to the format you actually want
+
+Important constraints:
+
+- the middle numeric slot should be `MDD`, where `M` is the month and `DD` is the zero-padded day
+- `2026.03.17` is not the format to use
+  - numeric semver identifiers do not allow leading zeroes
+- `2026.3.17.1` is not the format to use
+  - semver has three numeric components, not four
+- the practical semver-safe equivalent is `2026.317.0-canary.8`
+
+This is effectively CalVer on semver rails.
+
+### 2. Accept that CalVer changes the compatibility contract
+
+This is not semver in spirit anymore. It is semver in syntax only.
+
+That tradeoff is probably acceptable for Paperclip, but it should be explicit:
+
+- consumers no longer infer compatibility from `major/minor/patch`
+- release notes become the compatibility signal
+- downstream users should prefer exact pins or deliberate upgrades
+
+This is especially relevant for public library packages like `@paperclipai/shared`, `@paperclipai/db`, and the adapter packages.
+
+### 3. Drop release branches for normal publishing
+
+If every merge to `master` publishes a canary, the current `release/X.Y.Z` train model becomes more ceremony than value.
+
+Recommended replacement:
+
+- `master` is the only canary train
+- every push to `master` can publish a canary
+- stable is published from a chosen commit or canary tag on `master`
+
+This matches the workflow you actually want:
+
+- merge continuously
+- let npm always have a fresh canary
+- choose a known-good canary later and promote that commit to stable
+
+### 4. Promote by source ref, not by "renaming" a canary
+
+This is the most important mechanical constraint.
+
+npm can move dist-tags, but it does not let you rename an already-published version. That means:
+
+- you can move `latest` to `paperclipai@1.2.3`
+- you cannot turn `paperclipai@2026.317.0-canary.8` into `paperclipai@2026.317.0`
+
+So "promote canary to stable" really means:
+
+1. choose the commit or canary tag you trust
+2. rebuild from that exact commit
+3. publish it again with the stable version string
+
+Because of that, the stable workflow should take a source ref, not just a bump type.
+
+Recommended stable input:
+
+- `source_ref`
+  - commit SHA, or
+  - a canary git tag such as `canary/v2026.317.1-canary.8`
+
+### 5. Only stable releases get release notes, tags, and GitHub Releases
+
+Canaries should stay lightweight:
+
+- publish to npm under `canary`
+- optionally create a lightweight or annotated git tag
+- do not create GitHub Releases
+- do not require `releases/v*.md`
+- do not spend LLM tokens
+
+Stable releases should remain the public narrative surface:
+
+- git tag `v2026.317.0`
+- GitHub Release `v2026.317.0`
+- stable changelog file `releases/v2026.317.0.md`
+
+## Security Model
+
+### Recommendation
+
+Use npm trusted publishing with GitHub Actions OIDC, then disable token-based publishing access for the packages.
+
+Why:
+
+- no long-lived `NPM_TOKEN` in repo or org secrets
+- no personal npm token in Actions
+- short-lived credentials minted only for the authorized workflow
+- automatic npm provenance for public packages in public repos
+
+This is the cleanest answer to the open-repo security concern.
+
+### Concrete controls
+
+#### 1. Use one release workflow file
+
+Use one workflow filename for both canary and stable publishing:
+
+- `.github/workflows/release.yml`
+
+Why:
+
+- npm trusted publishing is configured per workflow filename
+- npm currently allows one trusted publisher configuration per package
+- GitHub environments can still provide separate canary/stable approval rules inside the same workflow
+
+#### 2. Use separate GitHub environments
+
+Recommended environments:
+
+- `npm-canary`
+- `npm-stable`
+
+Recommended policy:
+
+- `npm-canary`
+  - allowed branch: `master`
+  - no human reviewer required
+- `npm-stable`
+  - allowed branch: `master`
+  - required reviewer enabled
+  - prevent self-review enabled
+  - admin bypass disabled
+
+Stable should require an explicit second human gate even if the workflow is manually dispatched.
+
+#### 3. Lock down workflow edits
+
+Add or tighten `CODEOWNERS` coverage for:
+
+- `.github/workflows/*`
+- `scripts/release*`
+- `doc/RELEASING.md`
+
+This matters because trusted publishing authorizes a workflow file. The biggest remaining risk is not secret exfiltration from forks. It is a maintainer-approved change to the release workflow itself.
+
+#### 4. Remove traditional npm token access after OIDC works
+
+After trusted publishing is verified:
+
+- set package publishing access to require 2FA and disallow tokens
+- revoke any legacy automation tokens
+
+That eliminates the "someone stole the npm token" class of failure.
+
+### What not to do
+
+- do not put your personal Claude or npm token in GitHub Actions
+- do not run release logic from `pull_request_target`
+- do not make stable publishing depend on a repo secret if OIDC can handle it
+- do not create canary GitHub Releases
+
+## Changelog Strategy
+
+### Recommendation
+
+Generate stable changelogs only, and keep LLM-assisted changelog generation out of CI for now.
+
+Reasoning:
+
+- canaries happen too often
+- canaries do not need polished public notes
+- putting a personal Claude token into Actions is not worth the risk
+- stable release cadence is low enough that a human-in-the-loop step is acceptable
+
+Recommended stable path:
+
+1. pick a canary commit or tag
+2. run changelog generation locally from a trusted machine
+3. commit `releases/vYYYY.MDD.P.md`
+4. run stable promotion
+
+If the notes are not ready yet, a fallback is acceptable:
+
+- publish stable
+- create a minimal GitHub Release
+- update `releases/vYYYY.MDD.P.md` immediately afterward
+
+But the better steady-state is to have the stable notes committed before stable publish.
+
+### Future option
+
+If you later want CI-assisted changelog drafting, do it with:
+
+- a dedicated service account
+- a token scoped only for changelog generation
+- a manual workflow
+- a dedicated environment with required reviewers
+
+That is phase-two hardening work, not a phase-one requirement.
+
+## Proposed Future Workflow
+
+### Canary workflow
+
+Trigger:
+
+- `push` on `master`
+
+Steps:
+
+1. checkout the merged `master` commit
+2. run verification on that exact commit
+3. compute canary version for current UTC date
+4. version public packages to `YYYY.MDD.P-canary.N`
+5. publish to npm with dist-tag `canary`
+6. create a canary git tag for traceability
+
+Recommended canary tag format:
+
+- `canary/v2026.317.1-canary.4`
+
+Outputs:
+
+- npm canary published
+- git tag created
+- no GitHub Release
+- no changelog file required
+
+### Stable workflow
+
+Trigger:
+
+- `workflow_dispatch`
+
+Inputs:
+
+- `source_ref`
+- optional `stable_date`
+- `dry_run`
+
+Steps:
+
+1. checkout `source_ref`
+2. run verification on that exact commit
+3. compute the next stable patch slot for the UTC date or provided override
+4. fail if `vYYYY.MDD.P` already exists
+5. require `releases/vYYYY.MDD.P.md`
+6. version public packages to `YYYY.MDD.P`
+7. publish to npm under `latest`
+8. create git tag `vYYYY.MDD.P`
+9. push tag
+10. create GitHub Release from `releases/vYYYY.MDD.P.md`
+
+Outputs:
+
+- stable npm release
+- stable git tag
+- GitHub Release
+- clean public changelog surface
+
+## Implementation Guidance
+
+### 1. Replace bump-type version math with explicit version computation
+
+The current release scripts depend on:
+
+- `patch`
+- `minor`
+- `major`
+
+That logic should be replaced with:
+
+- `compute_canary_version_for_date`
+- `compute_stable_version_for_date`
+
+For example:
+
+- `next_stable_version(2026-03-17) -> 2026.317.0`
+- `next_canary_for_utc_date(2026-03-17) -> 2026.317.0-canary.0`
+
+### 2. Stop requiring `release/X.Y.Z`
+
+These current invariants should be removed from the happy path:
+
+- "must run from branch `release/X.Y.Z`"
+- "stable and canary for `X.Y.Z` come from the same release branch"
+- `release-start.sh`
+
+Replace them with:
+
+- canary must run from `master`
+- stable may run from a pinned `source_ref`
+
+### 3. Keep Changesets only if it stays helpful
+
+The current system uses Changesets to:
+
+- rewrite package versions
+- maintain package-level `CHANGELOG.md` files
+- publish packages
+
+With CalVer, Changesets may still be useful for publish orchestration, but it should no longer own version selection.
+
+Recommended implementation order:
+
+1. keep `changeset publish` if it works with explicitly-set versions
+2. replace version computation with a small explicit versioning script
+3. if Changesets keeps fighting the model, remove it from release publishing entirely
+
+Paperclip's release problem is now "publish the whole fixed package set at one explicit version", not "derive the next semantic bump from human intent".
+
+### 4. Add a dedicated versioning script
+
+Recommended new script:
+
+- `scripts/set-release-version.mjs`
+
+Responsibilities:
+
+- set the version in all public publishable packages
+- update any internal exact-version references needed for publishing
+- update CLI version strings
+- avoid broad string replacement across unrelated files
+
+This is safer than keeping a bump-oriented changeset flow and then forcing it into a date-based scheme.
+
+### 5. Keep rollback based on dist-tags
+
+`rollback-latest.sh` should stay, but it should stop assuming a semver meaning beyond syntax.
+
+It should continue to:
+
+- repoint `latest` to a prior stable version
+- never unpublish
+
+## Tradeoffs and Risks
+
+### 1. The stable patch slot is now part of the version contract
+
+With `YYYY.MDD.P`, same-day hotfixes are supported, but the stable patch slot is now part of the visible version format.
+
+That is the right tradeoff because:
+
+1. npm still gets semver-valid versions
+2. same-day hotfixes stay possible
+3. chronological ordering still works as long as the day is zero-padded inside `MDD`
+
+### 2. Public package consumers lose semver intent signaling
+
+This is the main downside of CalVer.
+
+If that becomes a problem, one alternative is:
+
+- use CalVer for the CLI package only
+- keep semver for library packages
+
+That is more complex operationally, so I would not start there unless package consumers actually need it.
+
+### 3. Auto-canary means more publish traffic
+
+Publishing on every `master` merge means:
+
+- more npm versions
+- more git tags
+- more registry noise
+
+That is acceptable if canaries stay clearly separate:
+
+- npm dist-tag `canary`
+- no GitHub Release
+- no external announcement
+
+## Rollout Plan
+
+### Phase 1: Security foundation
+
+1. Create `release.yml`
+2. Configure npm trusted publishers for all public packages
+3. Create `npm-canary` and `npm-stable` environments
+4. Add `CODEOWNERS` protection for release files
+5. Verify OIDC publishing works
+6. Disable token-based publishing access and revoke old tokens
+
+### Phase 2: Canary automation
+
+1. Add canary workflow on `push` to `master`
+2. Add explicit calendar-version computation
+3. Add canary git tagging
+4. Remove changelog requirement from canaries
+5. Update `doc/RELEASING.md`
+
+### Phase 3: Stable promotion
+
+1. Add manual stable workflow with `source_ref`
+2. Require stable notes file
+3. Publish stable + tag + GitHub Release
+4. Update rollback docs and scripts
+5. Retire release-branch assumptions
+
+### Phase 4: Cleanup
+
+1. Remove `release-start.sh` from the primary path
+2. Remove `patch/minor/major` from maintainer docs
+3. Decide whether to keep or remove Changesets from publishing
+4. Document the CalVer compatibility contract publicly
+
+## Concrete Recommendation
+
+Paperclip should adopt this model:
+
+- stable versions: `YYYY.MDD.P`
+- canary versions: `YYYY.MDD.P-canary.N`
+- canaries auto-published on every push to `master`
+- stables manually promoted from a chosen tested commit or canary tag
+- no release branches in the default path
+- no canary changelog files
+- no canary GitHub Releases
+- no Claude token in GitHub Actions
+- no npm automation token in GitHub Actions
+- npm trusted publishing plus GitHub environments for release security
+
+That gets rid of the annoying part of semver without fighting npm, makes canaries cheap, keeps stables deliberate, and materially improves the security posture of the public repository.
+
+## External References
+
+- npm trusted publishing: https://docs.npmjs.com/trusted-publishers/
+- npm dist-tags: https://docs.npmjs.com/adding-dist-tags-to-packages/
+- npm semantic versioning guidance: https://docs.npmjs.com/about-semantic-versioning/
+- GitHub environments and deployment protection rules: https://docs.github.com/en/actions/how-tos/deploy/configure-and-manage-deployments/manage-environments
+- GitHub secrets behavior for forks: https://docs.github.com/en/actions/how-tos/write-workflows/choose-what-workflows-do/use-secrets

doc/plans/workspace-technical-implementation.md

@@ -0,0 +1,882 @@
+# Workspace Technical Implementation Spec
+
+## Role of This Document
+
+This document translates [workspace-product-model-and-work-product.md](/Users/dotta/paperclip-subissues/doc/plans/workspace-product-model-and-work-product.md) into an implementation-ready engineering plan.
+
+It is intentionally concrete:
+
+- schema and migration shape
+- shared contract updates
+- route and service changes
+- UI changes
+- rollout and compatibility rules
+
+This is the implementation target for the first workspace-aware delivery slice.
+
+## Locked Decisions
+
+These decisions are treated as settled for this implementation:
+
+1. Add a new durable `execution_workspaces` table now.
+2. Each issue has at most one current execution workspace at a time.
+3. `issues` get explicit `project_workspace_id` and `execution_workspace_id`.
+4. Workspace reuse is in scope for V1.
+5. The feature is gated in the UI by `/instance/settings > Experimental > Workspaces`.
+6. The gate is UI-only. Backend model changes and migrations always ship.
+7. Existing users upgrade into compatibility-preserving defaults.
+8. `project_workspaces` evolves in place rather than being replaced.
+9. Work product is issue-first, with optional links to execution workspaces and runtime services.
+10. GitHub is the only PR provider in the first slice.
+11. Both `adapter_managed` and `cloud_sandbox` execution modes are in scope.
+12. Workspace controls ship first inside existing project properties, not in a new global navigation area.
+13. Subissues are out of scope for this implementation slice.
+
+## Non-Goals
+
+- Building a full code review system
+- Solving subissue UX in this slice
+- Implementing reusable shared workspace definitions across projects in this slice
+- Reworking all current runtime service behavior before introducing execution workspaces
+
+## Existing Baseline
+
+The repo already has:
+
+- `project_workspaces`
+- `projects.execution_workspace_policy`
+- `issues.execution_workspace_settings`
+- runtime service persistence in `workspace_runtime_services`
+- local git-worktree realization in `workspace-runtime.ts`
+
+This implementation should build on that baseline rather than fork it.
+
+## Terminology
+
+- `Project workspace`: durable configured codebase/root for a project
+- `Execution workspace`: actual runtime workspace used for one or more issues
+- `Work product`: user-facing output such as PR, preview, branch, commit, artifact, document
+- `Runtime service`: process or service owned or tracked for a workspace
+- `Compatibility mode`: existing behavior preserved for upgraded installs with no explicit workspace opt-in
+
+## Architecture Summary
+
+The first slice should introduce three explicit layers:
+
+1. `Project workspace`
+   - existing durable project-scoped codebase record
+   - extended to support local, git, non-git, and remote-managed shapes
+
+2. `Execution workspace`
+   - new durable runtime record
+   - represents shared, isolated, operator-branch, or remote-managed execution context
+
+3. `Issue work product`
+   - new durable output record
+   - stores PRs, previews, branches, commits, artifacts, and documents
+
+The issue remains the planning and ownership unit.
+The execution workspace remains the runtime unit.
+The work product remains the deliverable/output unit.
+
+## Configuration and Deployment Topology
+
+## Important correction
+
+This repo already uses `PAPERCLIP_DEPLOYMENT_MODE` for auth/deployment behavior (`local_trusted | authenticated`).
+
+Do not overload that variable for workspace execution topology.
+
+## New env var
+
+Add a separate execution-host hint:
+
+- `PAPERCLIP_EXECUTION_TOPOLOGY=local|cloud|hybrid`
+
+Default:
+
+- if unset, treat as `local`
+
+Purpose:
+
+- influences defaults and validation for workspace configuration
+- does not change current auth/deployment semantics
+- does not break existing installs
+
+### Semantics
+
+- `local`
+  - Paperclip may create host-local worktrees, processes, and paths
+- `cloud`
+  - Paperclip should assume no durable host-local execution workspace management
+  - adapter-managed and cloud-sandbox flows should be treated as first-class
+- `hybrid`
+  - both local and remote execution strategies may exist
+
+This is a guardrail and defaulting aid, not a hard policy engine in the first slice.
+
+## Instance Settings
+
+Add a new `Experimental` section under `/instance/settings`.
+
+### New setting
+
+- `experimental.workspaces: boolean`
+
+Rules:
+
+- default `false`
+- UI-only gate
+- stored in instance config or instance settings API response
+- backend routes and migrations remain available even when false
+
+### UI behavior when off
+
+- hide workspace-specific issue controls
+- hide workspace-specific project configuration
+- hide issue `Work Product` tab if it would otherwise be empty
+- do not remove or invalidate any stored workspace data
+
+## Data Model
+
+## 1. Extend `project_workspaces`
+
+Current table exists and should evolve in place.
+
+### New columns
+
+- `source_type text not null default 'local_path'`
+  - `local_path | git_repo | non_git_path | remote_managed`
+- `default_ref text null`
+- `visibility text not null default 'default'`
+  - `default | advanced`
+- `setup_command text null`
+- `cleanup_command text null`
+- `remote_provider text null`
+  - examples: `github`, `openai`, `anthropic`, `custom`
+- `remote_workspace_ref text null`
+- `shared_workspace_key text null`
+  - reserved for future cross-project shared workspace definitions
+
+### Backfill rules
+
+- if existing row has `repo_url`, backfill `source_type='git_repo'`
+- else if existing row has `cwd`, backfill `source_type='local_path'`
+- else backfill `source_type='remote_managed'`
+- copy existing `repo_ref` into `default_ref`
+
+### Indexes
+
+- retain current indexes
+- add `(project_id, source_type)`
+- add `(company_id, shared_workspace_key)` non-unique for future support
+
+## 2. Add `execution_workspaces`
+
+Create a new durable table.
+
+### Columns
+
+- `id uuid pk`
+- `company_id uuid not null`
+- `project_id uuid not null`
+- `project_workspace_id uuid null`
+- `source_issue_id uuid null`
+- `mode text not null`
+  - `shared_workspace | isolated_workspace | operator_branch | adapter_managed | cloud_sandbox`
+- `strategy_type text not null`
+  - `project_primary | git_worktree | adapter_managed | cloud_sandbox`
+- `name text not null`
+- `status text not null default 'active'`
+  - `active | idle | in_review | archived | cleanup_failed`
+- `cwd text null`
+- `repo_url text null`
+- `base_ref text null`
+- `branch_name text null`
+- `provider_type text not null default 'local_fs'`
+  - `local_fs | git_worktree | adapter_managed | cloud_sandbox`
+- `provider_ref text null`
+- `derived_from_execution_workspace_id uuid null`
+- `last_used_at timestamptz not null default now()`
+- `opened_at timestamptz not null default now()`
+- `closed_at timestamptz null`
+- `cleanup_eligible_at timestamptz null`
+- `cleanup_reason text null`
+- `metadata jsonb null`
+- `created_at timestamptz not null default now()`
+- `updated_at timestamptz not null default now()`
+
+### Foreign keys
+
+- `company_id -> companies.id`
+- `project_id -> projects.id`
+- `project_workspace_id -> project_workspaces.id on delete set null`
+- `source_issue_id -> issues.id on delete set null`
+- `derived_from_execution_workspace_id -> execution_workspaces.id on delete set null`
+
+### Indexes
+
+- `(company_id, project_id, status)`
+- `(company_id, project_workspace_id, status)`
+- `(company_id, source_issue_id)`
+- `(company_id, last_used_at desc)`
+- `(company_id, branch_name)` non-unique
+
+## 3. Extend `issues`
+
+Add explicit workspace linkage.
+
+### New columns
+
+- `project_workspace_id uuid null`
+- `execution_workspace_id uuid null`
+- `execution_workspace_preference text null`
+  - `inherit | shared_workspace | isolated_workspace | operator_branch | reuse_existing`
+
+### Foreign keys
+
+- `project_workspace_id -> project_workspaces.id on delete set null`
+- `execution_workspace_id -> execution_workspaces.id on delete set null`
+
+### Backfill rules
+
+- all existing issues get null values
+- null should be interpreted as compatibility/inherit behavior
+
+### Invariants
+
+- if `project_workspace_id` is set, it must belong to the issue's project and company
+- if `execution_workspace_id` is set, it must belong to the issue's company
+- if `execution_workspace_id` is set, the referenced workspace's `project_id` must match the issue's `project_id`
+
+## 4. Add `issue_work_products`
+
+Create a new durable table for outputs.
+
+### Columns
+
+- `id uuid pk`
+- `company_id uuid not null`
+- `project_id uuid null`
+- `issue_id uuid not null`
+- `execution_workspace_id uuid null`
+- `runtime_service_id uuid null`
+- `type text not null`
+  - `preview_url | runtime_service | pull_request | branch | commit | artifact | document`
+- `provider text not null`
+  - `paperclip | github | vercel | s3 | custom`
+- `external_id text null`
+- `title text not null`
+- `url text null`
+- `status text not null`
+  - `active | ready_for_review | approved | changes_requested | merged | closed | failed | archived`
+- `review_state text not null default 'none'`
+  - `none | needs_board_review | approved | changes_requested`
+- `is_primary boolean not null default false`
+- `health_status text not null default 'unknown'`
+  - `unknown | healthy | unhealthy`
+- `summary text null`
+- `metadata jsonb null`
+- `created_by_run_id uuid null`
+- `created_at timestamptz not null default now()`
+- `updated_at timestamptz not null default now()`
+
+### Foreign keys
+
+- `company_id -> companies.id`
+- `project_id -> projects.id on delete set null`
+- `issue_id -> issues.id on delete cascade`
+- `execution_workspace_id -> execution_workspaces.id on delete set null`
+- `runtime_service_id -> workspace_runtime_services.id on delete set null`
+- `created_by_run_id -> heartbeat_runs.id on delete set null`
+
+### Indexes
+
+- `(company_id, issue_id, type)`
+- `(company_id, execution_workspace_id, type)`
+- `(company_id, provider, external_id)`
+- `(company_id, updated_at desc)`
+
+## 5. Extend `workspace_runtime_services`
+
+This table already exists and should remain the system of record for owned/tracked services.
+
+### New column
+
+- `execution_workspace_id uuid null`
+
+### Foreign key
+
+- `execution_workspace_id -> execution_workspaces.id on delete set null`
+
+### Behavior
+
+- runtime services remain workspace-first
+- issue UIs should surface them through linked execution workspaces and work products
+
+## Shared Contracts
+
+## 1. `packages/shared`
+
+### Update project workspace types and validators
+
+Add fields:
+
+- `sourceType`
+- `defaultRef`
+- `visibility`
+- `setupCommand`
+- `cleanupCommand`
+- `remoteProvider`
+- `remoteWorkspaceRef`
+- `sharedWorkspaceKey`
+
+### Add execution workspace types and validators
+
+New shared types:
+
+- `ExecutionWorkspace`
+- `ExecutionWorkspaceMode`
+- `ExecutionWorkspaceStatus`
+- `ExecutionWorkspaceProviderType`
+
+### Add work product types and validators
+
+New shared types:
+
+- `IssueWorkProduct`
+- `IssueWorkProductType`
+- `IssueWorkProductStatus`
+- `IssueWorkProductReviewState`
+
+### Update issue types and validators
+
+Add:
+
+- `projectWorkspaceId`
+- `executionWorkspaceId`
+- `executionWorkspacePreference`
+- `workProducts?: IssueWorkProduct[]`
+
+### Extend project execution policy contract
+
+Replace the current narrow policy with a more explicit shape:
+
+- `enabled`
+- `defaultMode`
+  - `shared_workspace | isolated_workspace | operator_branch | adapter_default`
+- `allowIssueOverride`
+- `defaultProjectWorkspaceId`
+- `workspaceStrategy`
+- `branchPolicy`
+- `pullRequestPolicy`
+- `runtimePolicy`
+- `cleanupPolicy`
+
+Do not try to encode every possible provider-specific field in V1. Keep provider-specific extensibility in nested JSON where needed.
+
+## Service Layer Changes
+
+## 1. Project service
+
+Update project workspace CRUD to handle the extended schema.
+
+### Required rules
+
+- when setting a primary workspace, clear `is_primary` on siblings
+- `source_type=remote_managed` may have null `cwd`
+- local/git-backed workspaces should still require one of `cwd` or `repo_url`
+- preserve current behavior for existing callers that only send `cwd/repoUrl/repoRef`
+
+## 2. Issue service
+
+Update create/update flows to handle explicit workspace binding.
+
+### Create behavior
+
+Resolve defaults in this order:
+
+1. explicit `projectWorkspaceId` from request
+2. `project.executionWorkspacePolicy.defaultProjectWorkspaceId`
+3. project's primary workspace
+4. null
+
+Resolve `executionWorkspacePreference`:
+
+1. explicit request field
+2. project policy default
+3. compatibility fallback to `inherit`
+
+Do not create an execution workspace at issue creation time unless:
+
+- `reuse_existing` is explicitly chosen and `executionWorkspaceId` is provided
+
+Otherwise, workspace realization happens when execution starts.
+
+### Update behavior
+
+- allow changing `projectWorkspaceId` only if the workspace belongs to the same project
+- allow setting `executionWorkspaceId` only if it belongs to the same company and project
+- do not automatically destroy or relink historical work products when workspace linkage changes
+
+## 3. Workspace realization service
+
+Refactor `workspace-runtime.ts` so realization produces or reuses an `execution_workspaces` row.
+
+### New flow
+
+Input:
+
+- issue
+- project workspace
+- project execution policy
+- execution topology hint
+- adapter/runtime configuration
+
+Output:
+
+- realized execution workspace record
+- runtime cwd/provider metadata
+
+### Required modes
+
+- `shared_workspace`
+  - reuse a stable execution workspace representing the project primary/shared workspace
+- `isolated_workspace`
+  - create or reuse a derived isolated execution workspace
+- `operator_branch`
+  - create or reuse a long-lived branch workspace
+- `adapter_managed`
+  - create an execution workspace with provider references and optional null `cwd`
+- `cloud_sandbox`
+  - same as adapter-managed, but explicit remote sandbox semantics
+
+### Reuse rules
+
+When `reuse_existing` is requested:
+
+- only list active or recently used execution workspaces
+- only for the same project
+- only for the same project workspace if one is specified
+- exclude archived and cleanup-failed workspaces
+
+### Shared workspace realization
+
+For compatibility mode and shared-workspace projects:
+
+- create a stable execution workspace per project workspace when first needed
+- reuse it for subsequent runs
+
+This avoids a special-case branch in later work product linkage.
+
+## 4. Runtime service integration
+
+When runtime services are started or reused:
+
+- populate `execution_workspace_id`
+- continue populating `project_workspace_id`, `project_id`, and `issue_id`
+
+When a runtime service yields a URL:
+
+- optionally create or update a linked `issue_work_products` row of type `runtime_service` or `preview_url`
+
+## 5. PR and preview reporting
+
+Add a service for creating/updating `issue_work_products`.
+
+### Supported V1 product types
+
+- `pull_request`
+- `preview_url`
+- `runtime_service`
+- `branch`
+- `commit`
+- `artifact`
+- `document`
+
+### GitHub PR reporting
+
+For V1, GitHub is the only provider with richer semantics.
+
+Supported statuses:
+
+- `draft`
+- `ready_for_review`
+- `approved`
+- `changes_requested`
+- `merged`
+- `closed`
+
+Represent these in `status` and `review_state` rather than inventing a separate PR table in V1.
+
+## Routes and API
+
+## 1. Project workspace routes
+
+Extend existing routes:
+
+- `GET /projects/:id/workspaces`
+- `POST /projects/:id/workspaces`
+- `PATCH /projects/:id/workspaces/:workspaceId`
+- `DELETE /projects/:id/workspaces/:workspaceId`
+
+### New accepted/returned fields
+
+- `sourceType`
+- `defaultRef`
+- `visibility`
+- `setupCommand`
+- `cleanupCommand`
+- `remoteProvider`
+- `remoteWorkspaceRef`
+
+## 2. Execution workspace routes
+
+Add:
+
+- `GET /companies/:companyId/execution-workspaces`
+  - filters:
+    - `projectId`
+    - `projectWorkspaceId`
+    - `status`
+    - `issueId`
+    - `reuseEligible=true`
+- `GET /execution-workspaces/:id`
+- `PATCH /execution-workspaces/:id`
+  - update status/metadata/cleanup fields only in V1
+
+Do not add top-level navigation for these routes yet.
+
+## 3. Work product routes
+
+Add:
+
+- `GET /issues/:id/work-products`
+- `POST /issues/:id/work-products`
+- `PATCH /work-products/:id`
+- `DELETE /work-products/:id`
+
+### V1 mutation permissions
+
+- board can create/update/delete all
+- agents can create/update for issues they are assigned or currently executing
+- deletion should generally archive rather than hard-delete once linked to historical output
+
+## 4. Issue routes
+
+Extend existing create/update payloads to accept:
+
+- `projectWorkspaceId`
+- `executionWorkspacePreference`
+- `executionWorkspaceId`
+
+Extend `GET /issues/:id` to return:
+
+- `projectWorkspaceId`
+- `executionWorkspaceId`
+- `executionWorkspacePreference`
+- `currentExecutionWorkspace`
+- `workProducts[]`
+
+## 5. Instance settings routes
+
+Add support for:
+
+- reading/writing `experimental.workspaces`
+
+This is a UI gate only.
+
+If there is no generic instance settings storage yet, the first slice can store this in the existing config/instance settings mechanism used by `/instance/settings`.
+
+## UI Changes
+
+## 1. `/instance/settings`
+
+Add section:
+
+- `Experimental`
+  - `Enable Workspaces`
+
+When off:
+
+- hide new workspace-specific affordances
+- do not alter existing project or issue behavior
+
+## 2. Project properties
+
+Do not create a separate `Code` tab yet.
+Ship inside existing project properties first.
+
+### Add or re-enable sections
+
+- `Project Workspaces`
+- `Execution Defaults`
+- `Provisioning`
+- `Pull Requests`
+- `Previews and Runtime`
+- `Cleanup`
+
+### Display rules
+
+- only show when `experimental.workspaces=true`
+- keep wording generic enough for local and remote setups
+- only show git-specific fields when `sourceType=git_repo`
+- only show local-path-specific fields when not `remote_managed`
+
+## 3. Issue create dialog
+
+When the workspace experimental flag is on and the selected project has workspace automation or workspaces:
+
+### Basic fields
+
+- `Codebase`
+  - select from project workspaces
+  - default to policy default or primary workspace
+- `Execution mode`
+  - `Project default`
+  - `Shared workspace`
+  - `Isolated workspace`
+  - `Operator branch`
+
+### Advanced section
+
+- `Reuse existing execution workspace`
+
+This control should query only:
+
+- same project
+- same codebase if selected
+- active/recent workspaces
+- compact labels with branch or workspace name
+
+Do not expose all execution workspaces in a noisy unfiltered list.
+
+## 4. Issue detail
+
+Add a `Work Product` tab when:
+
+- the experimental flag is on, or
+- the issue already has work products
+
+### Show
+
+- current execution workspace summary
+- PR cards
+- preview cards
+- branch/commit rows
+- artifacts/documents
+
+Add compact header chips:
+
+- codebase
+- workspace
+- PR count/status
+- preview status
+
+## 5. Execution workspace detail page
+
+Add a detail route but no nav item.
+
+Linked from:
+
+- issue work product tab
+- project workspace/execution panels
+
+### Show
+
+- identity and status
+- project workspace origin
+- source issue
+- linked issues
+- branch/ref/provider info
+- runtime services
+- work products
+- cleanup state
+
+## Runtime and Adapter Behavior
+
+## 1. Local adapters
+
+For local adapters:
+
+- continue to use existing cwd/worktree realization paths
+- persist the result as execution workspaces
+- attach runtime services and work product to the execution workspace and issue
+
+## 2. Remote or cloud adapters
+
+For remote adapters:
+
+- allow execution workspaces with null `cwd`
+- require provider metadata sufficient to identify the remote workspace/session
+- allow work product creation without any host-local process ownership
+
+Examples:
+
+- cloud coding agent opens a branch and PR on GitHub
+- Vercel preview URL is reported back as a preview work product
+- remote sandbox emits artifact URLs
+
+## 3. Approval-aware PR workflow
+
+V1 should support richer PR state tracking, but not a full review engine.
+
+### Required actions
+
+- `open_pr`
+- `mark_ready`
+
+### Required review states
+
+- `draft`
+- `ready_for_review`
+- `approved`
+- `changes_requested`
+- `merged`
+- `closed`
+
+### Storage approach
+
+- represent these as `issue_work_products` with `type='pull_request'`
+- use `status` and `review_state`
+- store provider-specific details in `metadata`
+
+## Migration Plan
+
+## 1. Existing installs
+
+The migration posture is backward-compatible by default.
+
+### Guarantees
+
+- no existing project must be edited before it keeps working
+- no existing issue flow should start requiring workspace input
+- all new nullable columns must preserve current behavior when absent
+
+## 2. Project workspace migration
+
+Migrate `project_workspaces` in place.
+
+### Backfill
+
+- derive `source_type`
+- copy `repo_ref` to `default_ref`
+- leave new optional fields null
+
+## 3. Issue migration
+
+Do not backfill `project_workspace_id` or `execution_workspace_id` on all existing issues.
+
+Reason:
+
+- the safest migration is to preserve current runtime behavior and bind explicitly only when new workspace-aware flows are used
+
+Interpret old issues as:
+
+- `executionWorkspacePreference = inherit`
+- compatibility/shared behavior
+
+## 4. Runtime history migration
+
+Do not attempt a perfect historical reconstruction of execution workspaces in the migration itself.
+
+Instead:
+
+- create execution workspace records forward from first new run
+- optionally add a later backfill tool for recent runtime services if it proves valuable
+
+## Rollout Order
+
+## Phase 1: Schema and shared contracts
+
+1. extend `project_workspaces`
+2. add `execution_workspaces`
+3. add `issue_work_products`
+4. extend `issues`
+5. extend `workspace_runtime_services`
+6. update shared types and validators
+
+## Phase 2: Service wiring
+
+1. update project workspace CRUD
+2. update issue create/update resolution
+3. refactor workspace realization to persist execution workspaces
+4. attach runtime services to execution workspaces
+5. add work product service and persistence
+
+## Phase 3: API and UI
+
+1. add execution workspace routes
+2. add work product routes
+3. add instance experimental settings toggle
+4. re-enable and revise project workspace UI behind the flag
+5. add issue create/update controls behind the flag
+6. add issue work product tab
+7. add execution workspace detail page
+
+## Phase 4: Provider integrations
+
+1. GitHub PR reporting
+2. preview URL reporting
+3. runtime-service-to-work-product linking
+4. remote/cloud provider references
+
+## Acceptance Criteria
+
+1. Existing installs continue to behave predictably with no required reconfiguration.
+2. Projects can define local, git, non-git, and remote-managed project workspaces.
+3. Issues can explicitly select a project workspace and execution preference.
+4. Each issue can point to one current execution workspace.
+5. Multiple issues can intentionally reuse the same execution workspace.
+6. Execution workspaces are persisted for both local and remote execution flows.
+7. Work products can be attached to issues with optional execution workspace linkage.
+8. GitHub PRs can be represented with richer lifecycle states.
+9. The main UI remains simple when the experimental flag is off.
+10. No top-level workspace navigation is required for this first slice.
+
+## Risks and Mitigations
+
+## Risk: too many overlapping workspace concepts
+
+Mitigation:
+
+- keep issue UI to `Codebase` and `Execution mode`
+- reserve execution workspace details for advanced pages
+
+## Risk: breaking current projects on upgrade
+
+Mitigation:
+
+- nullable schema additions
+- in-place `project_workspaces` migration
+- compatibility defaults
+
+## Risk: local-only assumptions leaking into cloud mode
+
+Mitigation:
+
+- make `cwd` optional for execution workspaces
+- use `provider_type` and `provider_ref`
+- use `PAPERCLIP_EXECUTION_TOPOLOGY` as a defaulting guardrail
+
+## Risk: turning PRs into a bespoke subsystem too early
+
+Mitigation:
+
+- represent PRs as work products in V1
+- keep provider-specific details in metadata
+- defer a dedicated PR table unless usage proves it necessary
+
+## Recommended First Engineering Slice
+
+If we want the narrowest useful implementation:
+
+1. extend `project_workspaces`
+2. add `execution_workspaces`
+3. extend `issues` with explicit workspace fields
+4. persist execution workspaces from existing local workspace realization
+5. add `issue_work_products`
+6. show project workspace controls and issue workspace controls behind the experimental flag
+7. add issue `Work Product` tab with PR/preview/runtime service display
+
+This slice is enough to validate the model without yet building every provider integration or cleanup workflow.

doc/plugins/PLUGIN_AUTHORING_GUIDE.md

@@ -108,6 +108,7 @@ Mount surfaces currently wired in the host include:
 - `detailTab`
 - `taskDetailView`
 - `projectSidebarItem`
+- `globalToolbarButton`
 - `toolbarButton`
 - `contextMenuItem`
 - `commentAnnotation`

docker-compose.untrusted-review.yml

@@ -0,0 +1,33 @@
+services:
+  review:
+    build:
+      context: .
+      dockerfile: docker/untrusted-review/Dockerfile
+    init: true
+    tty: true
+    stdin_open: true
+    working_dir: /work
+    environment:
+      HOME: "/home/reviewer"
+      CODEX_HOME: "/home/reviewer/.codex"
+      CLAUDE_HOME: "/home/reviewer/.claude"
+      PAPERCLIP_HOME: "/home/reviewer/.paperclip-review"
+      OPENAI_API_KEY: "${OPENAI_API_KEY:-}"
+      ANTHROPIC_API_KEY: "${ANTHROPIC_API_KEY:-}"
+      GITHUB_TOKEN: "${GITHUB_TOKEN:-}"
+    ports:
+      - "${REVIEW_PAPERCLIP_PORT:-3100}:3100"
+      - "${REVIEW_VITE_PORT:-5173}:5173"
+    volumes:
+      - review-home:/home/reviewer
+      - review-work:/work
+    cap_drop:
+      - ALL
+    security_opt:
+      - no-new-privileges:true
+    tmpfs:
+      - /tmp:mode=1777,size=1g
+
+volumes:
+  review-home:
+  review-work:

docker/untrusted-review/Dockerfile

@@ -0,0 +1,44 @@
+FROM node:lts-trixie-slim
+
+RUN apt-get update \
+  && apt-get install -y --no-install-recommends \
+    bash \
+    ca-certificates \
+    curl \
+    fd-find \
+    gh \
+    git \
+    jq \
+    less \
+    openssh-client \
+    procps \
+    ripgrep \
+  && rm -rf /var/lib/apt/lists/*
+
+RUN ln -sf /usr/bin/fdfind /usr/local/bin/fd
+
+RUN corepack enable \
+  && npm install --global --omit=dev @anthropic-ai/claude-code@latest @openai/codex@latest
+
+RUN useradd --create-home --shell /bin/bash reviewer
+
+ENV HOME=/home/reviewer \
+  CODEX_HOME=/home/reviewer/.codex \
+  CLAUDE_HOME=/home/reviewer/.claude \
+  PAPERCLIP_HOME=/home/reviewer/.paperclip-review \
+  PNPM_HOME=/home/reviewer/.local/share/pnpm \
+  PATH=/home/reviewer/.local/share/pnpm:/usr/local/sbin:/usr/local/bin:/usr/sbin:/usr/bin:/sbin:/bin
+
+WORKDIR /work
+
+COPY --chown=reviewer:reviewer docker/untrusted-review/bin/review-checkout-pr /usr/local/bin/review-checkout-pr
+
+RUN chmod +x /usr/local/bin/review-checkout-pr \
+  && mkdir -p /work \
+  && chown -R reviewer:reviewer /work
+
+USER reviewer
+
+EXPOSE 3100 5173
+
+CMD ["bash", "-l"]

docker/untrusted-review/bin/review-checkout-pr

@@ -0,0 +1,65 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+usage() {
+  cat <<'EOF'
+Usage: review-checkout-pr <owner/repo|github-url> <pr-number> [checkout-dir]
+
+Examples:
+  review-checkout-pr paperclipai/paperclip 432
+  review-checkout-pr https://github.com/paperclipai/paperclip.git 432
+EOF
+}
+
+if [[ $# -lt 2 || $# -gt 3 ]]; then
+  usage >&2
+  exit 1
+fi
+
+normalize_repo_slug() {
+  local raw="$1"
+  raw="${raw#git@github.com:}"
+  raw="${raw#ssh://git@github.com/}"
+  raw="${raw#https://github.com/}"
+  raw="${raw#http://github.com/}"
+  raw="${raw%.git}"
+  printf '%s\n' "${raw#/}"
+}
+
+repo_slug="$(normalize_repo_slug "$1")"
+pr_number="$2"
+
+if [[ ! "$repo_slug" =~ ^[^/]+/[^/]+$ ]]; then
+  echo "Expected GitHub repo slug like owner/repo or a GitHub repo URL, got: $1" >&2
+  exit 1
+fi
+
+if [[ ! "$pr_number" =~ ^[0-9]+$ ]]; then
+  echo "PR number must be numeric, got: $pr_number" >&2
+  exit 1
+fi
+
+repo_key="${repo_slug//\//-}"
+mirror_dir="/work/repos/${repo_key}"
+checkout_dir="${3:-/work/checkouts/${repo_key}/pr-${pr_number}}"
+pr_ref="refs/remotes/origin/pr/${pr_number}"
+
+mkdir -p "$(dirname "$mirror_dir")" "$(dirname "$checkout_dir")"
+
+if [[ ! -d "$mirror_dir/.git" ]]; then
+  if command -v gh >/dev/null 2>&1; then
+    gh repo clone "$repo_slug" "$mirror_dir" -- --filter=blob:none
+  else
+    git clone --filter=blob:none "https://github.com/${repo_slug}.git" "$mirror_dir"
+  fi
+fi
+
+git -C "$mirror_dir" fetch --force origin "pull/${pr_number}/head:${pr_ref}"
+
+if [[ -e "$checkout_dir" ]]; then
+  printf '%s\n' "$checkout_dir"
+  exit 0
+fi
+
+git -C "$mirror_dir" worktree add --detach "$checkout_dir" "$pr_ref" >/dev/null
+printf '%s\n' "$checkout_dir"

docs/api/companies.md

@@ -38,10 +38,33 @@ PATCH /api/companies/{companyId}
 {
   "name": "Updated Name",
   "description": "Updated description",
-  "budgetMonthlyCents": 100000
+  "budgetMonthlyCents": 100000,
+  "logoAssetId": "b9f5e911-6de5-4cd0-8dc6-a55a13bc02f6"
 }
 ```
 
+## Upload Company Logo
+
+Upload an image for a company icon and store it as that company’s logo.
+
+```
+POST /api/companies/{companyId}/logo
+Content-Type: multipart/form-data
+```
+
+Valid image content types:
+
+- `image/png`
+- `image/jpeg`
+- `image/jpg`
+- `image/webp`
+- `image/gif`
+- `image/svg+xml`
+
+Company logo uploads use the normal Paperclip attachment size limit.
+
+Then set the company logo by PATCHing the returned `assetId` into `logoAssetId`.
+
 ## Archive Company
 
 ```
@@ -58,6 +81,8 @@ Archives a company. Archived companies are hidden from default listings.
 | `name` | string | Company name |
 | `description` | string | Company description |
 | `status` | string | `active`, `paused`, `archived` |
+| `logoAssetId` | string | Optional asset id for the stored logo image |
+| `logoUrl` | string | Optional Paperclip asset content path for the stored logo image |
 | `budgetMonthlyCents` | number | Monthly budget limit |
 | `createdAt` | string | ISO timestamp |
 | `updatedAt` | string | ISO timestamp |

package.json

@@ -18,23 +18,22 @@
     "db:backup": "./scripts/backup-db.sh",
     "paperclipai": "node cli/node_modules/tsx/dist/cli.mjs cli/src/index.ts",
     "build:npm": "./scripts/build-npm.sh",
-    "release:start": "./scripts/release-start.sh",
     "release": "./scripts/release.sh",
-    "release:preflight": "./scripts/release-preflight.sh",
+    "release:canary": "./scripts/release.sh canary",
+    "release:stable": "./scripts/release.sh stable",
     "release:github": "./scripts/create-github-release.sh",
     "release:rollback": "./scripts/rollback-latest.sh",
-    "changeset": "changeset",
-    "version-packages": "changeset version",
     "check:tokens": "node scripts/check-forbidden-tokens.mjs",
     "docs:dev": "cd docs && npx mintlify dev",
     "smoke:openclaw-join": "./scripts/smoke/openclaw-join.sh",
     "smoke:openclaw-docker-ui": "./scripts/smoke/openclaw-docker-ui.sh",
     "smoke:openclaw-sse-standalone": "./scripts/smoke/openclaw-sse-standalone.sh",
     "test:e2e": "npx playwright test --config tests/e2e/playwright.config.ts",
-    "test:e2e:headed": "npx playwright test --config tests/e2e/playwright.config.ts --headed"
+    "test:e2e:headed": "npx playwright test --config tests/e2e/playwright.config.ts --headed",
+    "test:release-smoke": "npx playwright test --config tests/release-smoke/playwright.config.ts",
+    "test:release-smoke:headed": "npx playwright test --config tests/release-smoke/playwright.config.ts --headed"
   },
   "devDependencies": {
-    "@changesets/cli": "^2.30.0",
     "cross-env": "^10.1.0",
     "@playwright/test": "^1.58.2",
     "esbuild": "^0.27.3",

packages/adapter-utils/CHANGELOG.md

@@ -1,5 +1,11 @@
 # @paperclipai/adapter-utils
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapter-utils/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-utils",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapter-utils"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapter-utils/src/billing.test.ts

@@ -0,0 +1,28 @@
+import { describe, expect, it } from "vitest";
+import { inferOpenAiCompatibleBiller } from "./billing.js";
+
+describe("inferOpenAiCompatibleBiller", () => {
+  it("returns openrouter when OPENROUTER_API_KEY is present", () => {
+    expect(
+      inferOpenAiCompatibleBiller({ OPENROUTER_API_KEY: "sk-or-123" } as NodeJS.ProcessEnv, "openai"),
+    ).toBe("openrouter");
+  });
+
+  it("returns openrouter when OPENAI_BASE_URL points at OpenRouter", () => {
+    expect(
+      inferOpenAiCompatibleBiller(
+        { OPENAI_BASE_URL: "https://openrouter.ai/api/v1" } as NodeJS.ProcessEnv,
+        "openai",
+      ),
+    ).toBe("openrouter");
+  });
+
+  it("returns fallback when no OpenRouter markers are present", () => {
+    expect(
+      inferOpenAiCompatibleBiller(
+        { OPENAI_BASE_URL: "https://api.openai.com/v1" } as NodeJS.ProcessEnv,
+        "openai",
+      ),
+    ).toBe("openai");
+  });
+});

packages/adapter-utils/src/billing.ts

@@ -0,0 +1,20 @@
+function readEnv(env: NodeJS.ProcessEnv, key: string): string | null {
+  const value = env[key];
+  return typeof value === "string" && value.trim().length > 0 ? value.trim() : null;
+}
+
+export function inferOpenAiCompatibleBiller(
+  env: NodeJS.ProcessEnv,
+  fallback: string | null = "openai",
+): string | null {
+  const explicitOpenRouterKey = readEnv(env, "OPENROUTER_API_KEY");
+  if (explicitOpenRouterKey) return "openrouter";
+
+  const baseUrl =
+    readEnv(env, "OPENAI_BASE_URL") ??
+    readEnv(env, "OPENAI_API_BASE") ??
+    readEnv(env, "OPENAI_API_BASE_URL");
+  if (baseUrl && /openrouter\.ai/i.test(baseUrl)) return "openrouter";
+
+  return fallback;
+}

packages/adapter-utils/src/index.ts

@@ -17,14 +17,31 @@ export type {
   HireApprovedPayload,
   HireApprovedHookResult,
   ServerAdapterModule,
+  QuotaWindow,
+  ProviderQuotaResult,
   TranscriptEntry,
   StdoutLineParser,
   CLIAdapterModule,
   CreateConfigValues,
 } from "./types.js";
+export type {
+  SessionCompactionPolicy,
+  NativeContextManagement,
+  AdapterSessionManagement,
+  ResolvedSessionCompactionPolicy,
+} from "./session-compaction.js";
+export {
+  ADAPTER_SESSION_MANAGEMENT,
+  LEGACY_SESSIONED_ADAPTER_TYPES,
+  getAdapterSessionManagement,
+  readSessionCompactionOverride,
+  resolveSessionCompactionPolicy,
+  hasSessionCompactionThresholds,
+} from "./session-compaction.js";
 export {
   REDACTED_HOME_PATH_USER,
   redactHomePathUserSegments,
   redactHomePathUserSegmentsInValue,
   redactTranscriptEntryPaths,
 } from "./log-redaction.js";
+export { inferOpenAiCompatibleBiller } from "./billing.js";

packages/adapter-utils/src/session-compaction.ts

@@ -0,0 +1,175 @@
+export interface SessionCompactionPolicy {
+  enabled: boolean;
+  maxSessionRuns: number;
+  maxRawInputTokens: number;
+  maxSessionAgeHours: number;
+}
+
+export type NativeContextManagement = "confirmed" | "likely" | "unknown" | "none";
+
+export interface AdapterSessionManagement {
+  supportsSessionResume: boolean;
+  nativeContextManagement: NativeContextManagement;
+  defaultSessionCompaction: SessionCompactionPolicy;
+}
+
+export interface ResolvedSessionCompactionPolicy {
+  policy: SessionCompactionPolicy;
+  adapterSessionManagement: AdapterSessionManagement | null;
+  explicitOverride: Partial<SessionCompactionPolicy>;
+  source: "adapter_default" | "agent_override" | "legacy_fallback";
+}
+
+const DEFAULT_SESSION_COMPACTION_POLICY: SessionCompactionPolicy = {
+  enabled: true,
+  maxSessionRuns: 200,
+  maxRawInputTokens: 2_000_000,
+  maxSessionAgeHours: 72,
+};
+
+// Adapters with native context management still participate in session resume,
+// but Paperclip should not rotate them using threshold-based compaction.
+const ADAPTER_MANAGED_SESSION_POLICY: SessionCompactionPolicy = {
+  enabled: true,
+  maxSessionRuns: 0,
+  maxRawInputTokens: 0,
+  maxSessionAgeHours: 0,
+};
+
+export const LEGACY_SESSIONED_ADAPTER_TYPES = new Set([
+  "claude_local",
+  "codex_local",
+  "cursor",
+  "gemini_local",
+  "opencode_local",
+  "pi_local",
+]);
+
+export const ADAPTER_SESSION_MANAGEMENT: Record<string, AdapterSessionManagement> = {
+  claude_local: {
+    supportsSessionResume: true,
+    nativeContextManagement: "confirmed",
+    defaultSessionCompaction: ADAPTER_MANAGED_SESSION_POLICY,
+  },
+  codex_local: {
+    supportsSessionResume: true,
+    nativeContextManagement: "confirmed",
+    defaultSessionCompaction: ADAPTER_MANAGED_SESSION_POLICY,
+  },
+  cursor: {
+    supportsSessionResume: true,
+    nativeContextManagement: "unknown",
+    defaultSessionCompaction: DEFAULT_SESSION_COMPACTION_POLICY,
+  },
+  gemini_local: {
+    supportsSessionResume: true,
+    nativeContextManagement: "unknown",
+    defaultSessionCompaction: DEFAULT_SESSION_COMPACTION_POLICY,
+  },
+  opencode_local: {
+    supportsSessionResume: true,
+    nativeContextManagement: "unknown",
+    defaultSessionCompaction: DEFAULT_SESSION_COMPACTION_POLICY,
+  },
+  pi_local: {
+    supportsSessionResume: true,
+    nativeContextManagement: "unknown",
+    defaultSessionCompaction: DEFAULT_SESSION_COMPACTION_POLICY,
+  },
+};
+
+function isRecord(value: unknown): value is Record<string, unknown> {
+  return typeof value === "object" && value !== null && !Array.isArray(value);
+}
+
+function readBoolean(value: unknown): boolean | undefined {
+  if (typeof value === "boolean") return value;
+  if (typeof value === "number") {
+    if (value === 1) return true;
+    if (value === 0) return false;
+    return undefined;
+  }
+  if (typeof value !== "string") return undefined;
+  const normalized = value.trim().toLowerCase();
+  if (normalized === "true" || normalized === "1" || normalized === "yes" || normalized === "on") {
+    return true;
+  }
+  if (normalized === "false" || normalized === "0" || normalized === "no" || normalized === "off") {
+    return false;
+  }
+  return undefined;
+}
+
+function readNumber(value: unknown): number | undefined {
+  if (typeof value === "number" && Number.isFinite(value)) {
+    return Math.max(0, Math.floor(value));
+  }
+  if (typeof value !== "string") return undefined;
+  const parsed = Number(value.trim());
+  return Number.isFinite(parsed) ? Math.max(0, Math.floor(parsed)) : undefined;
+}
+
+export function getAdapterSessionManagement(adapterType: string | null | undefined): AdapterSessionManagement | null {
+  if (!adapterType) return null;
+  return ADAPTER_SESSION_MANAGEMENT[adapterType] ?? null;
+}
+
+export function readSessionCompactionOverride(runtimeConfig: unknown): Partial<SessionCompactionPolicy> {
+  const runtime = isRecord(runtimeConfig) ? runtimeConfig : {};
+  const heartbeat = isRecord(runtime.heartbeat) ? runtime.heartbeat : {};
+  const compaction = isRecord(
+    heartbeat.sessionCompaction ?? heartbeat.sessionRotation ?? runtime.sessionCompaction,
+  )
+    ? (heartbeat.sessionCompaction ?? heartbeat.sessionRotation ?? runtime.sessionCompaction) as Record<string, unknown>
+    : {};
+
+  const explicit: Partial<SessionCompactionPolicy> = {};
+  const enabled = readBoolean(compaction.enabled);
+  const maxSessionRuns = readNumber(compaction.maxSessionRuns);
+  const maxRawInputTokens = readNumber(compaction.maxRawInputTokens);
+  const maxSessionAgeHours = readNumber(compaction.maxSessionAgeHours);
+
+  if (enabled !== undefined) explicit.enabled = enabled;
+  if (maxSessionRuns !== undefined) explicit.maxSessionRuns = maxSessionRuns;
+  if (maxRawInputTokens !== undefined) explicit.maxRawInputTokens = maxRawInputTokens;
+  if (maxSessionAgeHours !== undefined) explicit.maxSessionAgeHours = maxSessionAgeHours;
+
+  return explicit;
+}
+
+export function resolveSessionCompactionPolicy(
+  adapterType: string | null | undefined,
+  runtimeConfig: unknown,
+): ResolvedSessionCompactionPolicy {
+  const adapterSessionManagement = getAdapterSessionManagement(adapterType);
+  const explicitOverride = readSessionCompactionOverride(runtimeConfig);
+  const hasExplicitOverride = Object.keys(explicitOverride).length > 0;
+  const fallbackEnabled = Boolean(adapterType && LEGACY_SESSIONED_ADAPTER_TYPES.has(adapterType));
+  const basePolicy = adapterSessionManagement?.defaultSessionCompaction ?? {
+    ...DEFAULT_SESSION_COMPACTION_POLICY,
+    enabled: fallbackEnabled,
+  };
+
+  return {
+    policy: {
+      enabled: explicitOverride.enabled ?? basePolicy.enabled,
+      maxSessionRuns: explicitOverride.maxSessionRuns ?? basePolicy.maxSessionRuns,
+      maxRawInputTokens: explicitOverride.maxRawInputTokens ?? basePolicy.maxRawInputTokens,
+      maxSessionAgeHours: explicitOverride.maxSessionAgeHours ?? basePolicy.maxSessionAgeHours,
+    },
+    adapterSessionManagement,
+    explicitOverride,
+    source: hasExplicitOverride
+      ? "agent_override"
+      : adapterSessionManagement
+        ? "adapter_default"
+        : "legacy_fallback",
+  };
+}
+
+export function hasSessionCompactionThresholds(policy: Pick<
+  SessionCompactionPolicy,
+  "maxSessionRuns" | "maxRawInputTokens" | "maxSessionAgeHours"
+>) {
+  return policy.maxSessionRuns > 0 || policy.maxRawInputTokens > 0 || policy.maxSessionAgeHours > 0;
+}

packages/adapter-utils/src/types.ts

@@ -30,7 +30,15 @@ export interface UsageSummary {
   cachedInputTokens?: number;
 }
 
-export type AdapterBillingType = "api" | "subscription" | "unknown";
+export type AdapterBillingType =
+  | "api"
+  | "subscription"
+  | "metered_api"
+  | "subscription_included"
+  | "subscription_overage"
+  | "credits"
+  | "fixed"
+  | "unknown";
 
 export interface AdapterRuntimeServiceReport {
   id?: string | null;
@@ -68,6 +76,7 @@ export interface AdapterExecutionResult {
   sessionParams?: Record<string, unknown> | null;
   sessionDisplayId?: string | null;
   provider?: string | null;
+  biller?: string | null;
   model?: string | null;
   billingType?: AdapterBillingType | null;
   costUsd?: number | null;
@@ -171,11 +180,43 @@ export interface HireApprovedHookResult {
   detail?: Record<string, unknown>;
 }
 
+// ---------------------------------------------------------------------------
+// Quota window types — used by adapters that can report provider quota/rate-limit state
+// ---------------------------------------------------------------------------
+
+/** a single rate-limit or usage window returned by a provider quota API */
+export interface QuotaWindow {
+  /** human label, e.g. "5h", "7d", "Sonnet 7d", "Credits" */
+  label: string;
+  /** percent of the window already consumed (0-100), null when not reported */
+  usedPercent: number | null;
+  /** iso timestamp when this window resets, null when not reported */
+  resetsAt: string | null;
+  /** free-form value label for credit-style windows, e.g. "$4.20 remaining" */
+  valueLabel: string | null;
+  /** optional supporting text, e.g. reset details or provider-specific notes */
+  detail?: string | null;
+}
+
+/** result for one provider from getQuotaWindows() */
+export interface ProviderQuotaResult {
+  /** provider slug, e.g. "anthropic", "openai" */
+  provider: string;
+  /** source label when the provider reports where the quota data came from */
+  source?: string | null;
+  /** true when the fetch succeeded and windows is populated */
+  ok: boolean;
+  /** error message when ok is false */
+  error?: string;
+  windows: QuotaWindow[];
+}
+
 export interface ServerAdapterModule {
   type: string;
   execute(ctx: AdapterExecutionContext): Promise<AdapterExecutionResult>;
   testEnvironment(ctx: AdapterEnvironmentTestContext): Promise<AdapterEnvironmentTestResult>;
   sessionCodec?: AdapterSessionCodec;
+  sessionManagement?: import("./session-compaction.js").AdapterSessionManagement;
   supportsLocalAgentJwt?: boolean;
   models?: AdapterModel[];
   listModels?: () => Promise<AdapterModel[]>;
@@ -188,6 +229,12 @@ export interface ServerAdapterModule {
     payload: HireApprovedPayload,
     adapterConfig: Record<string, unknown>,
   ) => Promise<HireApprovedHookResult>;
+  /**
+   * Optional: fetch live provider quota/rate-limit windows for this adapter.
+   * Returns a ProviderQuotaResult so the server can aggregate across adapters
+   * without knowing provider-specific credential paths or API shapes.
+   */
+  getQuotaWindows?: () => Promise<ProviderQuotaResult>;
 }
 
 // ---------------------------------------------------------------------------

packages/adapters/claude-local/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/adapter-claude-local
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapters/claude-local/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-claude-local",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/claude-local"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",
@@ -38,7 +48,9 @@
   "scripts": {
     "build": "tsc",
     "clean": "rm -rf dist",
-    "typecheck": "tsc --noEmit"
+    "typecheck": "tsc --noEmit",
+    "probe:quota": "pnpm exec tsx src/cli/quota-probe.ts --json",
+    "probe:quota:raw": "pnpm exec tsx src/cli/quota-probe.ts --json --raw-cli"
   },
   "dependencies": {
     "@paperclipai/adapter-utils": "workspace:*",

packages/adapters/claude-local/src/cli/quota-probe.ts

@@ -0,0 +1,124 @@
+#!/usr/bin/env node
+
+import {
+  captureClaudeCliUsageText,
+  fetchClaudeCliQuota,
+  fetchClaudeQuota,
+  getQuotaWindows,
+  parseClaudeCliUsageText,
+  readClaudeAuthStatus,
+  readClaudeToken,
+} from "../server/quota.js";
+
+interface ProbeArgs {
+  json: boolean;
+  includeRawCli: boolean;
+  oauthOnly: boolean;
+  cliOnly: boolean;
+}
+
+function parseArgs(argv: string[]): ProbeArgs {
+  return {
+    json: argv.includes("--json"),
+    includeRawCli: argv.includes("--raw-cli"),
+    oauthOnly: argv.includes("--oauth-only"),
+    cliOnly: argv.includes("--cli-only"),
+  };
+}
+
+function stringifyError(error: unknown): string {
+  return error instanceof Error ? error.message : String(error);
+}
+
+async function main() {
+  const args = parseArgs(process.argv.slice(2));
+  if (args.oauthOnly && args.cliOnly) {
+    throw new Error("Choose either --oauth-only or --cli-only, not both.");
+  }
+
+  const authStatus = await readClaudeAuthStatus();
+  const token = await readClaudeToken();
+
+  const result: Record<string, unknown> = {
+    timestamp: new Date().toISOString(),
+    authStatus,
+    tokenAvailable: token != null,
+  };
+
+  if (!args.cliOnly) {
+    if (!token) {
+      result.oauth = {
+        ok: false,
+        error: "No Claude OAuth access token found in local credentials files.",
+        windows: [],
+      };
+    } else {
+      try {
+        result.oauth = {
+          ok: true,
+          windows: await fetchClaudeQuota(token),
+        };
+      } catch (error) {
+        result.oauth = {
+          ok: false,
+          error: stringifyError(error),
+          windows: [],
+        };
+      }
+    }
+  }
+
+  if (!args.oauthOnly) {
+    try {
+      const rawCliText = args.includeRawCli ? await captureClaudeCliUsageText() : null;
+      const windows = rawCliText ? parseClaudeCliUsageText(rawCliText) : await fetchClaudeCliQuota();
+      result.cli = rawCliText
+        ? {
+            ok: true,
+            windows,
+            rawText: rawCliText,
+          }
+        : {
+            ok: true,
+            windows,
+          };
+    } catch (error) {
+      result.cli = {
+        ok: false,
+        error: stringifyError(error),
+        windows: [],
+      };
+    }
+  }
+
+  if (!args.oauthOnly && !args.cliOnly) {
+    try {
+      result.aggregated = await getQuotaWindows();
+    } catch (error) {
+      result.aggregated = {
+        ok: false,
+        error: stringifyError(error),
+      };
+    }
+  }
+
+  const oauthOk = (result.oauth as { ok?: boolean } | undefined)?.ok === true;
+  const cliOk = (result.cli as { ok?: boolean } | undefined)?.ok === true;
+  const aggregatedOk = (result.aggregated as { ok?: boolean } | undefined)?.ok === true;
+  const ok = oauthOk || cliOk || aggregatedOk;
+
+  if (args.json || process.stdout.isTTY === false) {
+    console.log(JSON.stringify({ ok, ...result }, null, 2));
+  } else {
+    console.log(`timestamp: ${result.timestamp}`);
+    console.log(`auth: ${JSON.stringify(authStatus)}`);
+    console.log(`tokenAvailable: ${token != null}`);
+    if (result.oauth) console.log(`oauth: ${JSON.stringify(result.oauth, null, 2)}`);
+    if (result.cli) console.log(`cli: ${JSON.stringify(result.cli, null, 2)}`);
+    if (result.aggregated) console.log(`aggregated: ${JSON.stringify(result.aggregated, null, 2)}`);
+  }
+
+  if (!ok) process.exitCode = 1;
+}
+
+await main();

packages/adapters/claude-local/src/server/execute.ts

@@ -122,6 +122,7 @@ async function buildClaudeRuntimeConfig(input: ClaudeExecutionInput): Promise<Cl
   const workspaceRepoRef = asString(workspaceContext.repoRef, "") || null;
   const workspaceBranch = asString(workspaceContext.branchName, "") || null;
   const workspaceWorktreePath = asString(workspaceContext.worktreePath, "") || null;
+  const agentHome = asString(workspaceContext.agentHome, "") || null;
   const workspaceHints = Array.isArray(context.paperclipWorkspaces)
     ? context.paperclipWorkspaces.filter(
         (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
@@ -216,6 +217,9 @@ async function buildClaudeRuntimeConfig(input: ClaudeExecutionInput): Promise<Cl
   if (workspaceWorktreePath) {
     env.PAPERCLIP_WORKSPACE_WORKTREE_PATH = workspaceWorktreePath;
   }
+  if (agentHome) {
+    env.AGENT_HOME = agentHome;
+  }
   if (workspaceHints.length > 0) {
     env.PAPERCLIP_WORKSPACES_JSON = JSON.stringify(workspaceHints);
   }
@@ -336,7 +340,12 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
     graceSec,
     extraArgs,
   } = runtimeConfig;
-  const billingType = resolveClaudeBillingType(env);
+  const effectiveEnv = Object.fromEntries(
+    Object.entries({ ...process.env, ...env }).filter(
+      (entry): entry is [string, string] => typeof entry[1] === "string",
+    ),
+  );
+  const billingType = resolveClaudeBillingType(effectiveEnv);
   const skillsDir = await buildSkillsDir();
 
   // When instructionsFilePath is configured, create a combined temp file that
@@ -543,6 +552,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       sessionParams: resolvedSessionParams,
       sessionDisplayId: resolvedSessionId,
       provider: "anthropic",
+      biller: "anthropic",
       model: parsedStream.model || asString(parsed.model, model),
       billingType,
       costUsd: parsedStream.costUsd ?? asNumber(parsed.total_cost_usd, 0),

packages/adapters/claude-local/src/server/index.ts

@@ -6,6 +6,18 @@ export {
   isClaudeMaxTurnsResult,
   isClaudeUnknownSessionError,
 } from "./parse.js";
+export {
+  getQuotaWindows,
+  readClaudeAuthStatus,
+  readClaudeToken,
+  fetchClaudeQuota,
+  fetchClaudeCliQuota,
+  captureClaudeCliUsageText,
+  parseClaudeCliUsageText,
+  toPercent,
+  fetchWithTimeout,
+  claudeConfigDir,
+} from "./quota.js";
 import type { AdapterSessionCodec } from "@paperclipai/adapter-utils";
 
 function readNonEmptyString(value: unknown): string | null {

packages/adapters/claude-local/src/server/quota.ts

@@ -0,0 +1,531 @@
+import { execFile } from "node:child_process";
+import fs from "node:fs/promises";
+import os from "node:os";
+import path from "node:path";
+import { promisify } from "node:util";
+import type { ProviderQuotaResult, QuotaWindow } from "@paperclipai/adapter-utils";
+
+const execFileAsync = promisify(execFile);
+
+const CLAUDE_USAGE_SOURCE_OAUTH = "anthropic-oauth";
+const CLAUDE_USAGE_SOURCE_CLI = "claude-cli";
+
+export function claudeConfigDir(): string {
+  const fromEnv = process.env.CLAUDE_CONFIG_DIR;
+  if (typeof fromEnv === "string" && fromEnv.trim().length > 0) return fromEnv.trim();
+  return path.join(os.homedir(), ".claude");
+}
+
+function hasNonEmptyProcessEnv(key: string): boolean {
+  const value = process.env[key];
+  return typeof value === "string" && value.trim().length > 0;
+}
+
+function createClaudeQuotaEnv(): Record<string, string> {
+  const env: Record<string, string> = {};
+  for (const [key, value] of Object.entries(process.env)) {
+    if (typeof value !== "string") continue;
+    if (key.startsWith("ANTHROPIC_")) continue;
+    env[key] = value;
+  }
+  return env;
+}
+
+function stripBackspaces(text: string): string {
+  let out = "";
+  for (const char of text) {
+    if (char === "\b") {
+      out = out.slice(0, -1);
+    } else {
+      out += char;
+    }
+  }
+  return out;
+}
+
+function stripAnsi(text: string): string {
+  return text
+    .replace(/\u001B\][^\u0007]*(?:\u0007|\u001B\\)/g, "")
+    .replace(/\u001B(?:[@-Z\\-_]|\[[0-?]*[ -/]*[@-~])/g, "");
+}
+
+function cleanTerminalText(text: string): string {
+  return stripAnsi(stripBackspaces(text))
+    .replace(/\u0000/g, "")
+    .replace(/\r/g, "\n");
+}
+
+function normalizeForLabelSearch(text: string): string {
+  return text.toLowerCase().replace(/[^a-z0-9]+/g, "");
+}
+
+function trimToLatestUsagePanel(text: string): string | null {
+  const lower = text.toLowerCase();
+  const settingsIndex = lower.lastIndexOf("settings:");
+  if (settingsIndex < 0) return null;
+  let tail = text.slice(settingsIndex);
+  const tailLower = tail.toLowerCase();
+  if (!tailLower.includes("usage")) return null;
+  if (!tailLower.includes("current session") && !tailLower.includes("loading usage")) return null;
+  const stopMarkers = [
+    "status dialog dismissed",
+    "checking for updates",
+    "press ctrl-c again to exit",
+  ];
+  let stopIndex = -1;
+  for (const marker of stopMarkers) {
+    const markerIndex = tailLower.indexOf(marker);
+    if (markerIndex >= 0 && (stopIndex === -1 || markerIndex < stopIndex)) {
+      stopIndex = markerIndex;
+    }
+  }
+  if (stopIndex >= 0) {
+    tail = tail.slice(0, stopIndex);
+  }
+  return tail;
+}
+
+async function readClaudeTokenFromFile(credPath: string): Promise<string | null> {
+  let raw: string;
+  try {
+    raw = await fs.readFile(credPath, "utf8");
+  } catch {
+    return null;
+  }
+  let parsed: unknown;
+  try {
+    parsed = JSON.parse(raw);
+  } catch {
+    return null;
+  }
+  if (typeof parsed !== "object" || parsed === null) return null;
+  const obj = parsed as Record<string, unknown>;
+  const oauth = obj["claudeAiOauth"];
+  if (typeof oauth !== "object" || oauth === null) return null;
+  const token = (oauth as Record<string, unknown>)["accessToken"];
+  return typeof token === "string" && token.length > 0 ? token : null;
+}
+
+interface ClaudeAuthStatus {
+  loggedIn: boolean;
+  authMethod: string | null;
+  subscriptionType: string | null;
+}
+
+export async function readClaudeAuthStatus(): Promise<ClaudeAuthStatus | null> {
+  try {
+    const { stdout } = await execFileAsync("claude", ["auth", "status"], {
+      env: process.env,
+      timeout: 5_000,
+      maxBuffer: 1024 * 1024,
+    });
+    const parsed = JSON.parse(stdout) as Record<string, unknown>;
+    return {
+      loggedIn: parsed.loggedIn === true,
+      authMethod: typeof parsed.authMethod === "string" ? parsed.authMethod : null,
+      subscriptionType: typeof parsed.subscriptionType === "string" ? parsed.subscriptionType : null,
+    };
+  } catch {
+    return null;
+  }
+}
+
+function describeClaudeSubscriptionAuth(status: ClaudeAuthStatus | null): string | null {
+  if (!status?.loggedIn || status.authMethod !== "claude.ai") return null;
+  return status.subscriptionType
+    ? `Claude is logged in via claude.ai (${status.subscriptionType})`
+    : "Claude is logged in via claude.ai";
+}
+
+export async function readClaudeToken(): Promise<string | null> {
+  const configDir = claudeConfigDir();
+  for (const filename of [".credentials.json", "credentials.json"]) {
+    const token = await readClaudeTokenFromFile(path.join(configDir, filename));
+    if (token) return token;
+  }
+  return null;
+}
+
+interface AnthropicUsageWindow {
+  utilization?: number | null;
+  resets_at?: string | null;
+}
+
+interface AnthropicExtraUsage {
+  is_enabled?: boolean | null;
+  monthly_limit?: number | null;
+  used_credits?: number | null;
+  utilization?: number | null;
+  currency?: string | null;
+}
+
+interface AnthropicUsageResponse {
+  five_hour?: AnthropicUsageWindow | null;
+  seven_day?: AnthropicUsageWindow | null;
+  seven_day_sonnet?: AnthropicUsageWindow | null;
+  seven_day_opus?: AnthropicUsageWindow | null;
+  extra_usage?: AnthropicExtraUsage | null;
+}
+
+function formatCurrencyAmount(value: number, currency: string | null | undefined): string {
+  const code = typeof currency === "string" && currency.trim().length > 0 ? currency.trim().toUpperCase() : "USD";
+  return new Intl.NumberFormat("en-US", {
+    style: "currency",
+    currency: code,
+    maximumFractionDigits: 2,
+  }).format(value);
+}
+
+function formatExtraUsageLabel(extraUsage: AnthropicExtraUsage): string | null {
+  const monthlyLimit = extraUsage.monthly_limit;
+  const usedCredits = extraUsage.used_credits;
+  if (
+    typeof monthlyLimit !== "number" ||
+    !Number.isFinite(monthlyLimit) ||
+    typeof usedCredits !== "number" ||
+    !Number.isFinite(usedCredits)
+  ) {
+    return null;
+  }
+  return `${formatCurrencyAmount(usedCredits, extraUsage.currency)} / ${formatCurrencyAmount(monthlyLimit, extraUsage.currency)}`;
+}
+
+/** Convert a 0-1 utilization fraction to a 0-100 integer percent. Returns null for null/undefined input. */
+export function toPercent(utilization: number | null | undefined): number | null {
+  if (utilization == null) return null;
+  return Math.min(100, Math.round(utilization * 100));
+}
+
+/** fetch with an abort-based timeout so a hanging provider api doesn't block the response indefinitely */
+export async function fetchWithTimeout(url: string, init: RequestInit, ms = 8000): Promise<Response> {
+  const controller = new AbortController();
+  const timer = setTimeout(() => controller.abort(), ms);
+  try {
+    return await fetch(url, { ...init, signal: controller.signal });
+  } finally {
+    clearTimeout(timer);
+  }
+}
+
+export async function fetchClaudeQuota(token: string): Promise<QuotaWindow[]> {
+  const resp = await fetchWithTimeout("https://api.anthropic.com/api/oauth/usage", {
+    headers: {
+      Authorization: `Bearer ${token}`,
+      "anthropic-beta": "oauth-2025-04-20",
+    },
+  });
+  if (!resp.ok) throw new Error(`anthropic usage api returned ${resp.status}`);
+  const body = (await resp.json()) as AnthropicUsageResponse;
+  const windows: QuotaWindow[] = [];
+
+  if (body.five_hour != null) {
+    windows.push({
+      label: "Current session",
+      usedPercent: toPercent(body.five_hour.utilization),
+      resetsAt: body.five_hour.resets_at ?? null,
+      valueLabel: null,
+      detail: null,
+    });
+  }
+  if (body.seven_day != null) {
+    windows.push({
+      label: "Current week (all models)",
+      usedPercent: toPercent(body.seven_day.utilization),
+      resetsAt: body.seven_day.resets_at ?? null,
+      valueLabel: null,
+      detail: null,
+    });
+  }
+  if (body.seven_day_sonnet != null) {
+    windows.push({
+      label: "Current week (Sonnet only)",
+      usedPercent: toPercent(body.seven_day_sonnet.utilization),
+      resetsAt: body.seven_day_sonnet.resets_at ?? null,
+      valueLabel: null,
+      detail: null,
+    });
+  }
+  if (body.seven_day_opus != null) {
+    windows.push({
+      label: "Current week (Opus only)",
+      usedPercent: toPercent(body.seven_day_opus.utilization),
+      resetsAt: body.seven_day_opus.resets_at ?? null,
+      valueLabel: null,
+      detail: null,
+    });
+  }
+  if (body.extra_usage != null) {
+    windows.push({
+      label: "Extra usage",
+      usedPercent: body.extra_usage.is_enabled === false ? null : toPercent(body.extra_usage.utilization),
+      resetsAt: null,
+      valueLabel:
+        body.extra_usage.is_enabled === false
+          ? "Not enabled"
+          : formatExtraUsageLabel(body.extra_usage),
+      detail:
+        body.extra_usage.is_enabled === false
+          ? "Extra usage not enabled"
+          : "Monthly extra usage pool",
+    });
+  }
+  return windows;
+}
+
+function usageOutputLooksRelevant(text: string): boolean {
+  const normalized = normalizeForLabelSearch(text);
+  return normalized.includes("currentsession")
+    || normalized.includes("currentweek")
+    || normalized.includes("loadingusage")
+    || normalized.includes("failedtoloadusagedata")
+    || normalized.includes("tokenexpired")
+    || normalized.includes("authenticationerror")
+    || normalized.includes("ratelimited");
+}
+
+function usageOutputLooksComplete(text: string): boolean {
+  const normalized = normalizeForLabelSearch(text);
+  if (
+    normalized.includes("failedtoloadusagedata")
+    || normalized.includes("tokenexpired")
+    || normalized.includes("authenticationerror")
+    || normalized.includes("ratelimited")
+  ) {
+    return true;
+  }
+  return normalized.includes("currentsession")
+    && (normalized.includes("currentweek") || normalized.includes("extrausage"))
+    && /[0-9]{1,3}(?:\.[0-9]+)?%/i.test(text);
+}
+
+function extractUsageError(text: string): string | null {
+  const lower = text.toLowerCase();
+  const compact = lower.replace(/\s+/g, "");
+  if (lower.includes("token_expired") || lower.includes("token has expired")) {
+    return "Claude CLI token expired. Run `claude login` to refresh.";
+  }
+  if (lower.includes("authentication_error")) {
+    return "Claude CLI authentication error. Run `claude login`.";
+  }
+  if (lower.includes("rate_limit_error") || lower.includes("rate limited") || compact.includes("ratelimited")) {
+    return "Claude CLI usage endpoint is rate limited right now. Please try again later.";
+  }
+  if (lower.includes("failed to load usage data") || compact.includes("failedtoloadusagedata")) {
+    return "Claude CLI could not load usage data. Open the CLI and retry `/usage`.";
+  }
+  return null;
+}
+
+function percentFromLine(line: string): number | null {
+  const match = line.match(/([0-9]{1,3}(?:\.[0-9]+)?)\s*%/i);
+  if (!match) return null;
+  const rawValue = Number(match[1]);
+  if (!Number.isFinite(rawValue)) return null;
+  const clamped = Math.min(100, Math.max(0, rawValue));
+  const lower = line.toLowerCase();
+  if (lower.includes("remaining") || lower.includes("left") || lower.includes("available")) {
+    return Math.max(0, Math.min(100, Math.round(100 - clamped)));
+  }
+  return Math.round(clamped);
+}
+
+function isQuotaLabel(line: string): boolean {
+  const normalized = normalizeForLabelSearch(line);
+  return normalized === "currentsession"
+    || normalized === "currentweekallmodels"
+    || normalized === "currentweeksonnetonly"
+    || normalized === "currentweeksonnet"
+    || normalized === "currentweekopusonly"
+    || normalized === "currentweekopus"
+    || normalized === "extrausage";
+}
+
+function canonicalQuotaLabel(line: string): string {
+  switch (normalizeForLabelSearch(line)) {
+    case "currentsession":
+      return "Current session";
+    case "currentweekallmodels":
+      return "Current week (all models)";
+    case "currentweeksonnetonly":
+    case "currentweeksonnet":
+      return "Current week (Sonnet only)";
+    case "currentweekopusonly":
+    case "currentweekopus":
+      return "Current week (Opus only)";
+    case "extrausage":
+      return "Extra usage";
+    default:
+      return line;
+  }
+}
+
+function formatClaudeCliDetail(label: string, lines: string[]): string | null {
+  const normalizedLabel = normalizeForLabelSearch(label);
+  if (normalizedLabel === "extrausage") {
+    const compact = lines.join(" ").replace(/\s+/g, "").toLowerCase();
+    if (compact.includes("extrausagenotenabled")) {
+      return "Extra usage not enabled • /extra-usage to enable";
+    }
+    const firstLine = lines.find((line) => line.trim().length > 0) ?? null;
+    return firstLine;
+  }
+
+  const resetLine = lines.find((line) => /^resets/i.test(line) || normalizeForLabelSearch(line).startsWith("resets"));
+  if (!resetLine) return null;
+  return resetLine
+    .replace(/^Resets/i, "Resets ")
+    .replace(/([A-Z][a-z]{2})(\d)/g, "$1 $2")
+    .replace(/(\d)at(\d)/g, "$1 at $2")
+    .replace(/(am|pm)\(/gi, "$1 (")
+    .replace(/([A-Za-z])\(/g, "$1 (")
+    .replace(/\s+/g, " ")
+    .trim();
+}
+
+export function parseClaudeCliUsageText(text: string): QuotaWindow[] {
+  const cleaned = trimToLatestUsagePanel(cleanTerminalText(text)) ?? cleanTerminalText(text);
+  const usageError = extractUsageError(cleaned);
+  if (usageError) throw new Error(usageError);
+
+  const lines = cleaned
+    .split("\n")
+    .map((line) => line.trim())
+    .filter((line) => line.length > 0);
+
+  const sections: Array<{ label: string; lines: string[] }> = [];
+  let current: { label: string; lines: string[] } | null = null;
+
+  for (const line of lines) {
+    if (isQuotaLabel(line)) {
+      if (current) sections.push(current);
+      current = { label: canonicalQuotaLabel(line), lines: [] };
+      continue;
+    }
+    if (current) current.lines.push(line);
+  }
+  if (current) sections.push(current);
+
+  const windows = sections.map<QuotaWindow>((section) => {
+    const usedPercent = section.lines.map(percentFromLine).find((value) => value != null) ?? null;
+    return {
+      label: section.label,
+      usedPercent,
+      resetsAt: null,
+      valueLabel: null,
+      detail: formatClaudeCliDetail(section.label, section.lines),
+    };
+  });
+
+  if (!windows.some((window) => normalizeForLabelSearch(window.label) === "currentsession")) {
+    throw new Error("Could not parse Claude CLI usage output.");
+  }
+  return windows;
+}
+
+function quoteForShell(value: string): string {
+  return `'${value.replace(/'/g, `'\\''`)}'`;
+}
+
+function buildClaudeCliShellProbeCommand(): string {
+  const feed = "(sleep 2; printf '/usage\\r'; sleep 6; printf '\\033'; sleep 1; printf '\\003')";
+  const claudeCommand = "claude --tools \"\"";
+  if (process.platform === "darwin") {
+    return `${feed} | script -q /dev/null ${claudeCommand}`;
+  }
+  return `${feed} | script -q -e -f -c ${quoteForShell(claudeCommand)} /dev/null`;
+}
+
+export async function captureClaudeCliUsageText(timeoutMs = 12_000): Promise<string> {
+  const command = buildClaudeCliShellProbeCommand();
+  try {
+    const { stdout, stderr } = await execFileAsync("sh", ["-c", command], {
+      env: createClaudeQuotaEnv(),
+      timeout: timeoutMs,
+      maxBuffer: 8 * 1024 * 1024,
+    });
+    const output = `${stdout}${stderr}`;
+    const cleaned = cleanTerminalText(output);
+    if (usageOutputLooksComplete(cleaned)) return output;
+    throw new Error("Claude CLI usage probe ended before rendering usage.");
+  } catch (error) {
+    const stdout =
+      typeof error === "object" && error !== null && "stdout" in error && typeof error.stdout === "string"
+        ? error.stdout
+        : "";
+    const stderr =
+      typeof error === "object" && error !== null && "stderr" in error && typeof error.stderr === "string"
+        ? error.stderr
+        : "";
+    const output = `${stdout}${stderr}`;
+    const cleaned = cleanTerminalText(output);
+    if (usageOutputLooksComplete(cleaned)) return output;
+    if (usageOutputLooksRelevant(cleaned)) {
+      throw new Error("Claude CLI usage probe ended before rendering usage.");
+    }
+    throw error instanceof Error ? error : new Error(String(error));
+  }
+}
+
+export async function fetchClaudeCliQuota(): Promise<QuotaWindow[]> {
+  const rawText = await captureClaudeCliUsageText();
+  return parseClaudeCliUsageText(rawText);
+}
+
+function formatProviderError(source: string, error: unknown): string {
+  const message = error instanceof Error ? error.message : String(error);
+  return `${source}: ${message}`;
+}
+
+export async function getQuotaWindows(): Promise<ProviderQuotaResult> {
+  const authStatus = await readClaudeAuthStatus();
+  const authDescription = describeClaudeSubscriptionAuth(authStatus);
+  const token = await readClaudeToken();
+
+  const errors: string[] = [];
+
+  if (token) {
+    try {
+      const windows = await fetchClaudeQuota(token);
+      return { provider: "anthropic", source: CLAUDE_USAGE_SOURCE_OAUTH, ok: true, windows };
+    } catch (error) {
+      errors.push(formatProviderError("Anthropic OAuth usage", error));
+    }
+  }
+
+  try {
+    const windows = await fetchClaudeCliQuota();
+    return { provider: "anthropic", source: CLAUDE_USAGE_SOURCE_CLI, ok: true, windows };
+  } catch (error) {
+    errors.push(formatProviderError("Claude CLI /usage", error));
+  }
+
+  if (hasNonEmptyProcessEnv("ANTHROPIC_API_KEY") && !authDescription) {
+    return {
+      provider: "anthropic",
+      ok: false,
+      error:
+        errors[0]
+        ?? "ANTHROPIC_API_KEY is set and no local Claude subscription session is available for quota polling",
+      windows: [],
+    };
+  }
+
+  if (authDescription) {
+    return {
+      provider: "anthropic",
+      ok: false,
+      error:
+        errors.length > 0
+          ? `${authDescription}, but quota polling failed (${errors.join("; ")})`
+          : `${authDescription}, but Paperclip could not load subscription quota data`,
+      windows: [],
+    };
+  }
+
+  return {
+    provider: "anthropic",
+    ok: false,
+    error: errors[0] ?? "no local claude auth token",
+    windows: [],
+  };
+}

packages/adapters/codex-local/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/adapter-codex-local
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapters/codex-local/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-codex-local",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/codex-local"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",
@@ -38,7 +48,8 @@
   "scripts": {
     "build": "tsc",
     "clean": "rm -rf dist",
-    "typecheck": "tsc --noEmit"
+    "typecheck": "tsc --noEmit",
+    "probe:quota": "pnpm exec tsx src/cli/quota-probe.ts --json"
   },
   "dependencies": {
     "@paperclipai/adapter-utils": "workspace:*",

packages/adapters/codex-local/src/cli/quota-probe.ts

@@ -0,0 +1,112 @@
+#!/usr/bin/env node
+
+import {
+  fetchCodexQuota,
+  fetchCodexRpcQuota,
+  getQuotaWindows,
+  readCodexAuthInfo,
+  readCodexToken,
+} from "../server/quota.js";
+
+interface ProbeArgs {
+  json: boolean;
+  rpcOnly: boolean;
+  whamOnly: boolean;
+}
+
+function parseArgs(argv: string[]): ProbeArgs {
+  return {
+    json: argv.includes("--json"),
+    rpcOnly: argv.includes("--rpc-only"),
+    whamOnly: argv.includes("--wham-only"),
+  };
+}
+
+function stringifyError(error: unknown): string {
+  return error instanceof Error ? error.message : String(error);
+}
+
+async function main() {
+  const args = parseArgs(process.argv.slice(2));
+  if (args.rpcOnly && args.whamOnly) {
+    throw new Error("Choose either --rpc-only or --wham-only, not both.");
+  }
+
+  const auth = await readCodexAuthInfo();
+  const token = await readCodexToken();
+
+  const result: Record<string, unknown> = {
+    timestamp: new Date().toISOString(),
+    auth,
+    tokenAvailable: token != null,
+  };
+
+  if (!args.whamOnly) {
+    try {
+      result.rpc = {
+        ok: true,
+        ...(await fetchCodexRpcQuota()),
+      };
+    } catch (error) {
+      result.rpc = {
+        ok: false,
+        error: stringifyError(error),
+        windows: [],
+      };
+    }
+  }
+
+  if (!args.rpcOnly) {
+    if (!token) {
+      result.wham = {
+        ok: false,
+        error: "No local Codex auth token found in ~/.codex/auth.json.",
+        windows: [],
+      };
+    } else {
+      try {
+        result.wham = {
+          ok: true,
+          windows: await fetchCodexQuota(token.token, token.accountId),
+        };
+      } catch (error) {
+        result.wham = {
+          ok: false,
+          error: stringifyError(error),
+          windows: [],
+        };
+      }
+    }
+  }
+
+  if (!args.rpcOnly && !args.whamOnly) {
+    try {
+      result.aggregated = await getQuotaWindows();
+    } catch (error) {
+      result.aggregated = {
+        ok: false,
+        error: stringifyError(error),
+      };
+    }
+  }
+
+  const rpcOk = (result.rpc as { ok?: boolean } | undefined)?.ok === true;
+  const whamOk = (result.wham as { ok?: boolean } | undefined)?.ok === true;
+  const aggregatedOk = (result.aggregated as { ok?: boolean } | undefined)?.ok === true;
+  const ok = rpcOk || whamOk || aggregatedOk;
+
+  if (args.json || process.stdout.isTTY === false) {
+    console.log(JSON.stringify({ ok, ...result }, null, 2));
+  } else {
+    console.log(`timestamp: ${result.timestamp}`);
+    console.log(`auth: ${JSON.stringify(auth)}`);
+    console.log(`tokenAvailable: ${token != null}`);
+    if (result.rpc) console.log(`rpc: ${JSON.stringify(result.rpc, null, 2)}`);
+    if (result.wham) console.log(`wham: ${JSON.stringify(result.wham, null, 2)}`);
+    if (result.aggregated) console.log(`aggregated: ${JSON.stringify(result.aggregated, null, 2)}`);
+  }
+
+  if (!ok) process.exitCode = 1;
+}
+
+await main();

packages/adapters/codex-local/src/server/codex-home.ts

@@ -94,7 +94,7 @@ export async function prepareWorktreeCodexHome(
   }
 
   await onLog(
-    "stderr",
+    "stdout",
     `[paperclip] Using worktree-isolated Codex home "${targetHome}" (seeded from "${sourceHome}").\n`,
   );
   return targetHome;

packages/adapters/codex-local/src/server/execute.ts

@@ -1,7 +1,7 @@
 import fs from "node:fs/promises";
 import path from "node:path";
 import { fileURLToPath } from "node:url";
-import type { AdapterExecutionContext, AdapterExecutionResult } from "@paperclipai/adapter-utils";
+import { inferOpenAiCompatibleBiller, type AdapterExecutionContext, type AdapterExecutionResult } from "@paperclipai/adapter-utils";
 import {
   asString,
   asNumber,
@@ -61,6 +61,12 @@ function resolveCodexBillingType(env: Record<string, string>): "api" | "subscrip
   return hasNonEmptyEnvValue(env, "OPENAI_API_KEY") ? "api" : "subscription";
 }
 
+function resolveCodexBiller(env: Record<string, string>, billingType: "api" | "subscription"): string {
+  const openAiCompatibleBiller = inferOpenAiCompatibleBiller(env, "openai");
+  if (openAiCompatibleBiller === "openrouter") return "openrouter";
+  return billingType === "subscription" ? "chatgpt" : openAiCompatibleBiller ?? "openai";
+}
+
 async function isLikelyPaperclipRepoRoot(candidate: string): Promise<boolean> {
   const [hasWorkspace, hasPackageJson, hasServerDir, hasAdapterUtilsDir] = await Promise.all([
     pathExists(path.join(candidate, "pnpm-workspace.yaml")),
@@ -110,7 +116,7 @@ export async function ensureCodexSkillsInjected(
   );
   for (const skillName of removedSkills) {
     await onLog(
-      "stderr",
+      "stdout",
       `[paperclip] Removed maintainer-only Codex skill "${skillName}" from ${skillsHome}\n`,
     );
   }
@@ -137,7 +143,7 @@ export async function ensureCodexSkillsInjected(
             await fs.symlink(entry.source, target);
           }
           await onLog(
-            "stderr",
+            "stdout",
             `[paperclip] Repaired Codex skill "${entry.name}" into ${skillsHome}\n`,
           );
           continue;
@@ -148,7 +154,7 @@ export async function ensureCodexSkillsInjected(
       if (result === "skipped") continue;
 
       await onLog(
-        "stderr",
+        "stdout",
         `[paperclip] ${result === "repaired" ? "Repaired" : "Injected"} Codex skill "${entry.name}" into ${skillsHome}\n`,
       );
     } catch (err) {
@@ -188,6 +194,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   const workspaceRepoRef = asString(workspaceContext.repoRef, "");
   const workspaceBranch = asString(workspaceContext.branchName, "");
   const workspaceWorktreePath = asString(workspaceContext.worktreePath, "");
+  const agentHome = asString(workspaceContext.agentHome, "");
   const workspaceHints = Array.isArray(context.paperclipWorkspaces)
     ? context.paperclipWorkspaces.filter(
         (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
@@ -293,6 +300,9 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (workspaceWorktreePath) {
     env.PAPERCLIP_WORKSPACE_WORKTREE_PATH = workspaceWorktreePath;
   }
+  if (agentHome) {
+    env.AGENT_HOME = agentHome;
+  }
   if (workspaceHints.length > 0) {
     env.PAPERCLIP_WORKSPACES_JSON = JSON.stringify(workspaceHints);
   }
@@ -311,8 +321,13 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (!hasExplicitApiKey && authToken) {
     env.PAPERCLIP_API_KEY = authToken;
   }
-  const billingType = resolveCodexBillingType(env);
+  const effectiveEnv = Object.fromEntries(
-  const runtimeEnv = ensurePathInEnv({ ...process.env, ...env });
+    Object.entries({ ...process.env, ...env }).filter(
+      (entry): entry is [string, string] => typeof entry[1] === "string",
+    ),
+  );
+  const billingType = resolveCodexBillingType(effectiveEnv);
+  const runtimeEnv = ensurePathInEnv(effectiveEnv);
   await ensureCommandResolvable(command, cwd, runtimeEnv);
 
   const timeoutSec = asNumber(config.timeoutSec, 0);
@@ -349,7 +364,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
         `Resolve any relative file references from ${instructionsDir}.\n\n`;
       instructionsChars = instructionsPrefix.length;
       await onLog(
-        "stderr",
+        "stdout",
         `[paperclip] Loaded agent instructions file: ${instructionsFilePath}\n`,
       );
     } catch (err) {
@@ -504,6 +519,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       sessionParams: resolvedSessionParams,
       sessionDisplayId: resolvedSessionId,
       provider: "openai",
+      biller: resolveCodexBiller(effectiveEnv, billingType),
       model,
       billingType,
       costUsd: null,

packages/adapters/codex-local/src/server/index.ts

@@ -1,6 +1,17 @@
 export { execute, ensureCodexSkillsInjected } from "./execute.js";
 export { testEnvironment } from "./test.js";
 export { parseCodexJsonl, isCodexUnknownSessionError } from "./parse.js";
+export {
+  getQuotaWindows,
+  readCodexAuthInfo,
+  readCodexToken,
+  fetchCodexQuota,
+  fetchCodexRpcQuota,
+  mapCodexRpcQuota,
+  secondsToWindowLabel,
+  fetchWithTimeout,
+  codexHomeDir,
+} from "./quota.js";
 import type { AdapterSessionCodec } from "@paperclipai/adapter-utils";
 
 function readNonEmptyString(value: unknown): string | null {

packages/adapters/codex-local/src/server/quota.ts

@@ -0,0 +1,556 @@
+import { spawn } from "node:child_process";
+import fs from "node:fs/promises";
+import os from "node:os";
+import path from "node:path";
+import type { ProviderQuotaResult, QuotaWindow } from "@paperclipai/adapter-utils";
+
+const CODEX_USAGE_SOURCE_RPC = "codex-rpc";
+const CODEX_USAGE_SOURCE_WHAM = "codex-wham";
+
+export function codexHomeDir(): string {
+  const fromEnv = process.env.CODEX_HOME;
+  if (typeof fromEnv === "string" && fromEnv.trim().length > 0) return fromEnv.trim();
+  return path.join(os.homedir(), ".codex");
+}
+
+interface CodexLegacyAuthFile {
+  accessToken?: string | null;
+  accountId?: string | null;
+}
+
+interface CodexTokenBlock {
+  id_token?: string | null;
+  access_token?: string | null;
+  refresh_token?: string | null;
+  account_id?: string | null;
+}
+
+interface CodexModernAuthFile {
+  OPENAI_API_KEY?: string | null;
+  tokens?: CodexTokenBlock | null;
+  last_refresh?: string | null;
+}
+
+export interface CodexAuthInfo {
+  accessToken: string;
+  accountId: string | null;
+  refreshToken: string | null;
+  idToken: string | null;
+  email: string | null;
+  planType: string | null;
+  lastRefresh: string | null;
+}
+
+function base64UrlDecode(input: string): string | null {
+  try {
+    let normalized = input.replace(/-/g, "+").replace(/_/g, "/");
+    const remainder = normalized.length % 4;
+    if (remainder > 0) normalized += "=".repeat(4 - remainder);
+    return Buffer.from(normalized, "base64").toString("utf8");
+  } catch {
+    return null;
+  }
+}
+
+function decodeJwtPayload(token: string | null | undefined): Record<string, unknown> | null {
+  if (typeof token !== "string" || token.trim().length === 0) return null;
+  const parts = token.split(".");
+  if (parts.length < 2) return null;
+  const decoded = base64UrlDecode(parts[1] ?? "");
+  if (!decoded) return null;
+  try {
+    const parsed = JSON.parse(decoded) as unknown;
+    return typeof parsed === "object" && parsed !== null ? parsed as Record<string, unknown> : null;
+  } catch {
+    return null;
+  }
+}
+
+function readNestedString(record: Record<string, unknown>, pathSegments: string[]): string | null {
+  let current: unknown = record;
+  for (const segment of pathSegments) {
+    if (typeof current !== "object" || current === null || Array.isArray(current)) return null;
+    current = (current as Record<string, unknown>)[segment];
+  }
+  return typeof current === "string" && current.trim().length > 0 ? current.trim() : null;
+}
+
+function parsePlanAndEmailFromToken(idToken: string | null, accessToken: string | null): {
+  email: string | null;
+  planType: string | null;
+} {
+  const payloads = [decodeJwtPayload(idToken), decodeJwtPayload(accessToken)].filter(
+    (value): value is Record<string, unknown> => value != null,
+  );
+  for (const payload of payloads) {
+    const directEmail = typeof payload.email === "string" ? payload.email : null;
+    const authBlock =
+      typeof payload["https://api.openai.com/auth"] === "object" &&
+      payload["https://api.openai.com/auth"] !== null &&
+      !Array.isArray(payload["https://api.openai.com/auth"])
+        ? payload["https://api.openai.com/auth"] as Record<string, unknown>
+        : null;
+    const profileBlock =
+      typeof payload["https://api.openai.com/profile"] === "object" &&
+      payload["https://api.openai.com/profile"] !== null &&
+      !Array.isArray(payload["https://api.openai.com/profile"])
+        ? payload["https://api.openai.com/profile"] as Record<string, unknown>
+        : null;
+    const email =
+      directEmail
+      ?? (typeof profileBlock?.email === "string" ? profileBlock.email : null)
+      ?? (typeof authBlock?.chatgpt_user_email === "string" ? authBlock.chatgpt_user_email : null);
+    const planType =
+      typeof authBlock?.chatgpt_plan_type === "string" ? authBlock.chatgpt_plan_type : null;
+    if (email || planType) return { email: email ?? null, planType };
+  }
+  return { email: null, planType: null };
+}
+
+export async function readCodexAuthInfo(): Promise<CodexAuthInfo | null> {
+  const authPath = path.join(codexHomeDir(), "auth.json");
+  let raw: string;
+  try {
+    raw = await fs.readFile(authPath, "utf8");
+  } catch {
+    return null;
+  }
+  let parsed: unknown;
+  try {
+    parsed = JSON.parse(raw);
+  } catch {
+    return null;
+  }
+  if (typeof parsed !== "object" || parsed === null) return null;
+  const obj = parsed as Record<string, unknown>;
+  const modern = obj as CodexModernAuthFile;
+  const legacy = obj as CodexLegacyAuthFile;
+
+  const accessToken =
+    legacy.accessToken
+    ?? modern.tokens?.access_token
+    ?? readNestedString(obj, ["tokens", "access_token"]);
+  if (typeof accessToken !== "string" || accessToken.length === 0) return null;
+
+  const accountId =
+    legacy.accountId
+    ?? modern.tokens?.account_id
+    ?? readNestedString(obj, ["tokens", "account_id"]);
+  const refreshToken =
+    modern.tokens?.refresh_token
+    ?? readNestedString(obj, ["tokens", "refresh_token"]);
+  const idToken =
+    modern.tokens?.id_token
+    ?? readNestedString(obj, ["tokens", "id_token"]);
+  const { email, planType } = parsePlanAndEmailFromToken(idToken, accessToken);
+
+  return {
+    accessToken,
+    accountId:
+      typeof accountId === "string" && accountId.trim().length > 0 ? accountId.trim() : null,
+    refreshToken:
+      typeof refreshToken === "string" && refreshToken.trim().length > 0 ? refreshToken.trim() : null,
+    idToken:
+      typeof idToken === "string" && idToken.trim().length > 0 ? idToken.trim() : null,
+    email,
+    planType,
+    lastRefresh:
+      typeof modern.last_refresh === "string" && modern.last_refresh.trim().length > 0
+        ? modern.last_refresh.trim()
+        : null,
+  };
+}
+
+export async function readCodexToken(): Promise<{ token: string; accountId: string | null } | null> {
+  const auth = await readCodexAuthInfo();
+  if (!auth) return null;
+  return { token: auth.accessToken, accountId: auth.accountId };
+}
+
+interface WhamWindow {
+  used_percent?: number | null;
+  limit_window_seconds?: number | null;
+  reset_at?: string | number | null;
+}
+
+interface WhamCredits {
+  balance?: number | null;
+  unlimited?: boolean | null;
+}
+
+interface WhamUsageResponse {
+  plan_type?: string | null;
+  rate_limit?: {
+    primary_window?: WhamWindow | null;
+    secondary_window?: WhamWindow | null;
+  } | null;
+  credits?: WhamCredits | null;
+}
+
+/**
+ * Map a window duration in seconds to a human-readable label.
+ * Falls back to the provided fallback string when seconds is null/undefined.
+ */
+export function secondsToWindowLabel(
+  seconds: number | null | undefined,
+  fallback: string,
+): string {
+  if (seconds == null) return fallback;
+  const hours = seconds / 3600;
+  if (hours < 6) return "5h";
+  if (hours <= 24) return "24h";
+  if (hours <= 168) return "7d";
+  return `${Math.round(hours / 24)}d`;
+}
+
+/** fetch with an abort-based timeout so a hanging provider api doesn't block the response indefinitely */
+export async function fetchWithTimeout(
+  url: string,
+  init: RequestInit,
+  ms = 8000,
+): Promise<Response> {
+  const controller = new AbortController();
+  const timer = setTimeout(() => controller.abort(), ms);
+  try {
+    return await fetch(url, { ...init, signal: controller.signal });
+  } finally {
+    clearTimeout(timer);
+  }
+}
+
+function normalizeCodexUsedPercent(rawPct: number | null | undefined): number | null {
+  if (rawPct == null) return null;
+  return Math.min(100, Math.round(rawPct < 1 ? rawPct * 100 : rawPct));
+}
+
+export async function fetchCodexQuota(
+  token: string,
+  accountId: string | null,
+): Promise<QuotaWindow[]> {
+  const headers: Record<string, string> = {
+    Authorization: `Bearer ${token}`,
+  };
+  if (accountId) headers["ChatGPT-Account-Id"] = accountId;
+
+  const resp = await fetchWithTimeout("https://chatgpt.com/backend-api/wham/usage", { headers });
+  if (!resp.ok) throw new Error(`chatgpt wham api returned ${resp.status}`);
+  const body = (await resp.json()) as WhamUsageResponse;
+  const windows: QuotaWindow[] = [];
+
+  const rateLimit = body.rate_limit;
+  if (rateLimit?.primary_window != null) {
+    const w = rateLimit.primary_window;
+    windows.push({
+      label: "5h limit",
+      usedPercent: normalizeCodexUsedPercent(w.used_percent),
+      resetsAt:
+        typeof w.reset_at === "number"
+          ? unixSecondsToIso(w.reset_at)
+          : (w.reset_at ?? null),
+      valueLabel: null,
+      detail: null,
+    });
+  }
+  if (rateLimit?.secondary_window != null) {
+    const w = rateLimit.secondary_window;
+    windows.push({
+      label: "Weekly limit",
+      usedPercent: normalizeCodexUsedPercent(w.used_percent),
+      resetsAt:
+        typeof w.reset_at === "number"
+          ? unixSecondsToIso(w.reset_at)
+          : (w.reset_at ?? null),
+      valueLabel: null,
+      detail: null,
+    });
+  }
+  if (body.credits != null && body.credits.unlimited !== true) {
+    const balance = body.credits.balance;
+    const valueLabel = balance != null ? `$${(balance / 100).toFixed(2)} remaining` : "N/A";
+    windows.push({
+      label: "Credits",
+      usedPercent: null,
+      resetsAt: null,
+      valueLabel,
+      detail: null,
+    });
+  }
+  return windows;
+}
+
+interface CodexRpcWindow {
+  usedPercent?: number | null;
+  windowDurationMins?: number | null;
+  resetsAt?: number | null;
+}
+
+interface CodexRpcCredits {
+  hasCredits?: boolean | null;
+  unlimited?: boolean | null;
+  balance?: string | number | null;
+}
+
+interface CodexRpcLimit {
+  limitId?: string | null;
+  limitName?: string | null;
+  primary?: CodexRpcWindow | null;
+  secondary?: CodexRpcWindow | null;
+  credits?: CodexRpcCredits | null;
+  planType?: string | null;
+}
+
+interface CodexRpcRateLimitsResult {
+  rateLimits?: CodexRpcLimit | null;
+  rateLimitsByLimitId?: Record<string, CodexRpcLimit> | null;
+}
+
+interface CodexRpcAccountResult {
+  account?: {
+    type?: string | null;
+    email?: string | null;
+    planType?: string | null;
+  } | null;
+  requiresOpenaiAuth?: boolean | null;
+}
+
+export interface CodexRpcQuotaSnapshot {
+  windows: QuotaWindow[];
+  email: string | null;
+  planType: string | null;
+}
+
+function unixSecondsToIso(value: number | null | undefined): string | null {
+  if (typeof value !== "number" || !Number.isFinite(value)) return null;
+  return new Date(value * 1000).toISOString();
+}
+
+function buildCodexRpcWindow(label: string, window: CodexRpcWindow | null | undefined): QuotaWindow | null {
+  if (!window) return null;
+  return {
+    label,
+    usedPercent: normalizeCodexUsedPercent(window.usedPercent),
+    resetsAt: unixSecondsToIso(window.resetsAt),
+    valueLabel: null,
+    detail: null,
+  };
+}
+
+function parseCreditBalance(value: string | number | null | undefined): string | null {
+  if (typeof value === "number" && Number.isFinite(value)) {
+    return `$${value.toFixed(2)} remaining`;
+  }
+  if (typeof value === "string" && value.trim().length > 0) {
+    const parsed = Number(value);
+    if (Number.isFinite(parsed)) {
+      return `$${parsed.toFixed(2)} remaining`;
+    }
+    return value.trim();
+  }
+  return null;
+}
+
+export function mapCodexRpcQuota(result: CodexRpcRateLimitsResult, account?: CodexRpcAccountResult | null): CodexRpcQuotaSnapshot {
+  const windows: QuotaWindow[] = [];
+  const limitOrder = ["codex"];
+  const limitsById = result.rateLimitsByLimitId ?? {};
+  for (const key of Object.keys(limitsById)) {
+    if (!limitOrder.includes(key)) limitOrder.push(key);
+  }
+
+  const rootLimit = result.rateLimits ?? null;
+  const allLimits = new Map<string, CodexRpcLimit>();
+  if (rootLimit?.limitId) allLimits.set(rootLimit.limitId, rootLimit);
+  for (const [key, value] of Object.entries(limitsById)) {
+    allLimits.set(key, value);
+  }
+  if (!allLimits.has("codex") && rootLimit) allLimits.set("codex", rootLimit);
+
+  for (const limitId of limitOrder) {
+    const limit = allLimits.get(limitId);
+    if (!limit) continue;
+    const prefix =
+      limitId === "codex"
+        ? ""
+        : `${limit.limitName ?? limitId} · `;
+    const primary = buildCodexRpcWindow(`${prefix}5h limit`, limit.primary);
+    if (primary) windows.push(primary);
+    const secondary = buildCodexRpcWindow(`${prefix}Weekly limit`, limit.secondary);
+    if (secondary) windows.push(secondary);
+    if (limitId === "codex" && limit.credits && limit.credits.unlimited !== true) {
+      windows.push({
+        label: "Credits",
+        usedPercent: null,
+        resetsAt: null,
+        valueLabel: parseCreditBalance(limit.credits.balance) ?? "N/A",
+        detail: null,
+      });
+    }
+  }
+
+  return {
+    windows,
+    email:
+      typeof account?.account?.email === "string" && account.account.email.trim().length > 0
+        ? account.account.email.trim()
+        : null,
+    planType:
+      typeof account?.account?.planType === "string" && account.account.planType.trim().length > 0
+        ? account.account.planType.trim()
+        : (typeof rootLimit?.planType === "string" && rootLimit.planType.trim().length > 0 ? rootLimit.planType.trim() : null),
+  };
+}
+
+type PendingRequest = {
+  resolve: (value: Record<string, unknown>) => void;
+  reject: (error: Error) => void;
+  timer: NodeJS.Timeout;
+};
+
+class CodexRpcClient {
+  private proc = spawn(
+    "codex",
+    ["-s", "read-only", "-a", "untrusted", "app-server"],
+    { stdio: ["pipe", "pipe", "pipe"], env: process.env },
+  );
+
+  private nextId = 1;
+  private buffer = "";
+  private pending = new Map<number, PendingRequest>();
+  private stderr = "";
+
+  constructor() {
+    this.proc.stdout.setEncoding("utf8");
+    this.proc.stderr.setEncoding("utf8");
+    this.proc.stdout.on("data", (chunk: string) => this.onStdout(chunk));
+    this.proc.stderr.on("data", (chunk: string) => {
+      this.stderr += chunk;
+    });
+    this.proc.on("exit", () => {
+      for (const request of this.pending.values()) {
+        clearTimeout(request.timer);
+        request.reject(new Error(this.stderr.trim() || "codex app-server closed unexpectedly"));
+      }
+      this.pending.clear();
+    });
+  }
+
+  private onStdout(chunk: string) {
+    this.buffer += chunk;
+    while (true) {
+      const newlineIndex = this.buffer.indexOf("\n");
+      if (newlineIndex < 0) break;
+      const line = this.buffer.slice(0, newlineIndex).trim();
+      this.buffer = this.buffer.slice(newlineIndex + 1);
+      if (!line) continue;
+      let parsed: Record<string, unknown>;
+      try {
+        parsed = JSON.parse(line) as Record<string, unknown>;
+      } catch {
+        continue;
+      }
+      const id = typeof parsed.id === "number" ? parsed.id : null;
+      if (id == null) continue;
+      const pending = this.pending.get(id);
+      if (!pending) continue;
+      this.pending.delete(id);
+      clearTimeout(pending.timer);
+      pending.resolve(parsed);
+    }
+  }
+
+  private request(method: string, params: Record<string, unknown> = {}, timeoutMs = 6_000): Promise<Record<string, unknown>> {
+    const id = this.nextId++;
+    const payload = JSON.stringify({ id, method, params }) + "\n";
+    return new Promise<Record<string, unknown>>((resolve, reject) => {
+      const timer = setTimeout(() => {
+        this.pending.delete(id);
+        reject(new Error(`codex app-server timed out on ${method}`));
+      }, timeoutMs);
+      this.pending.set(id, { resolve, reject, timer });
+      this.proc.stdin.write(payload);
+    });
+  }
+
+  private notify(method: string, params: Record<string, unknown> = {}) {
+    this.proc.stdin.write(JSON.stringify({ method, params }) + "\n");
+  }
+
+  async initialize() {
+    await this.request("initialize", {
+      clientInfo: {
+        name: "paperclip",
+        version: "0.0.0",
+      },
+    });
+    this.notify("initialized", {});
+  }
+
+  async fetchRateLimits(): Promise<CodexRpcRateLimitsResult> {
+    const message = await this.request("account/rateLimits/read");
+    return (message.result as CodexRpcRateLimitsResult | undefined) ?? {};
+  }
+
+  async fetchAccount(): Promise<CodexRpcAccountResult | null> {
+    try {
+      const message = await this.request("account/read");
+      return (message.result as CodexRpcAccountResult | undefined) ?? null;
+    } catch {
+      return null;
+    }
+  }
+
+  async shutdown() {
+    this.proc.kill("SIGTERM");
+  }
+}
+
+export async function fetchCodexRpcQuota(): Promise<CodexRpcQuotaSnapshot> {
+  const client = new CodexRpcClient();
+  try {
+    await client.initialize();
+    const [limits, account] = await Promise.all([
+      client.fetchRateLimits(),
+      client.fetchAccount(),
+    ]);
+    return mapCodexRpcQuota(limits, account);
+  } finally {
+    await client.shutdown();
+  }
+}
+
+function formatProviderError(source: string, error: unknown): string {
+  const message = error instanceof Error ? error.message : String(error);
+  return `${source}: ${message}`;
+}
+
+export async function getQuotaWindows(): Promise<ProviderQuotaResult> {
+  const errors: string[] = [];
+
+  try {
+    const rpc = await fetchCodexRpcQuota();
+    if (rpc.windows.length > 0) {
+      return { provider: "openai", source: CODEX_USAGE_SOURCE_RPC, ok: true, windows: rpc.windows };
+    }
+  } catch (error) {
+    errors.push(formatProviderError("Codex app-server", error));
+  }
+
+  const auth = await readCodexToken();
+  if (auth) {
+    try {
+      const windows = await fetchCodexQuota(auth.token, auth.accountId);
+      return { provider: "openai", source: CODEX_USAGE_SOURCE_WHAM, ok: true, windows };
+    } catch (error) {
+      errors.push(formatProviderError("ChatGPT WHAM usage", error));
+    }
+  } else {
+    errors.push("no local codex auth token");
+  }
+
+  return {
+    provider: "openai",
+    ok: false,
+    error: errors.join("; "),
+    windows: [],
+  };
+}

packages/adapters/cursor-local/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/adapter-cursor-local
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapters/cursor-local/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-cursor-local",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/cursor-local"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapters/cursor-local/src/server/execute.ts

@@ -2,7 +2,7 @@ import fs from "node:fs/promises";
 import os from "node:os";
 import path from "node:path";
 import { fileURLToPath } from "node:url";
-import type { AdapterExecutionContext, AdapterExecutionResult } from "@paperclipai/adapter-utils";
+import { inferOpenAiCompatibleBiller, type AdapterExecutionContext, type AdapterExecutionResult } from "@paperclipai/adapter-utils";
 import {
   asString,
   asNumber,
@@ -47,6 +47,17 @@ function resolveCursorBillingType(env: Record<string, string>): "api" | "subscri
     : "subscription";
 }
 
+function resolveCursorBiller(
+  env: Record<string, string>,
+  billingType: "api" | "subscription",
+  provider: string | null,
+): string {
+  const openAiCompatibleBiller = inferOpenAiCompatibleBiller(env, null);
+  if (openAiCompatibleBiller === "openrouter") return "openrouter";
+  if (billingType === "subscription") return "cursor";
+  return provider ?? "cursor";
+}
+
 function resolveProviderFromModel(model: string): string | null {
   const trimmed = model.trim().toLowerCase();
   if (!trimmed) return null;
@@ -157,6 +168,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   const workspaceId = asString(workspaceContext.workspaceId, "");
   const workspaceRepoUrl = asString(workspaceContext.repoUrl, "");
   const workspaceRepoRef = asString(workspaceContext.repoRef, "");
+  const agentHome = asString(workspaceContext.agentHome, "");
   const workspaceHints = Array.isArray(context.paperclipWorkspaces)
     ? context.paperclipWorkspaces.filter(
         (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
@@ -230,6 +242,9 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (workspaceRepoRef) {
     env.PAPERCLIP_WORKSPACE_REPO_REF = workspaceRepoRef;
   }
+  if (agentHome) {
+    env.AGENT_HOME = agentHome;
+  }
   if (workspaceHints.length > 0) {
     env.PAPERCLIP_WORKSPACES_JSON = JSON.stringify(workspaceHints);
   }
@@ -239,8 +254,13 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (!hasExplicitApiKey && authToken) {
     env.PAPERCLIP_API_KEY = authToken;
   }
-  const billingType = resolveCursorBillingType(env);
+  const effectiveEnv = Object.fromEntries(
-  const runtimeEnv = ensurePathInEnv({ ...process.env, ...env });
+    Object.entries({ ...process.env, ...env }).filter(
+      (entry): entry is [string, string] => typeof entry[1] === "string",
+    ),
+  );
+  const billingType = resolveCursorBillingType(effectiveEnv);
+  const runtimeEnv = ensurePathInEnv(effectiveEnv);
   await ensureCommandResolvable(command, cwd, runtimeEnv);
 
   const timeoutSec = asNumber(config.timeoutSec, 0);
@@ -470,6 +490,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       sessionParams: resolvedSessionParams,
       sessionDisplayId: resolvedSessionId,
       provider: providerFromModel,
+      biller: resolveCursorBiller(effectiveEnv, billingType, providerFromModel),
       model,
       billingType,
       costUsd: attempt.parsed.costUsd,

packages/adapters/gemini-local/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-gemini-local",
-  "version": "0.2.7",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/gemini-local"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapters/gemini-local/src/server/execute.ts

@@ -145,6 +145,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   const workspaceId = asString(workspaceContext.workspaceId, "");
   const workspaceRepoUrl = asString(workspaceContext.repoUrl, "");
   const workspaceRepoRef = asString(workspaceContext.repoRef, "");
+  const agentHome = asString(workspaceContext.agentHome, "");
   const workspaceHints = Array.isArray(context.paperclipWorkspaces)
     ? context.paperclipWorkspaces.filter(
       (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
@@ -196,6 +197,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (workspaceId) env.PAPERCLIP_WORKSPACE_ID = workspaceId;
   if (workspaceRepoUrl) env.PAPERCLIP_WORKSPACE_REPO_URL = workspaceRepoUrl;
   if (workspaceRepoRef) env.PAPERCLIP_WORKSPACE_REPO_REF = workspaceRepoRef;
+  if (agentHome) env.AGENT_HOME = agentHome;
   if (workspaceHints.length > 0) env.PAPERCLIP_WORKSPACES_JSON = JSON.stringify(workspaceHints);
 
   for (const [key, value] of Object.entries(envConfig)) {
@@ -204,8 +206,13 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (!hasExplicitApiKey && authToken) {
     env.PAPERCLIP_API_KEY = authToken;
   }
-  const billingType = resolveGeminiBillingType(env);
+  const effectiveEnv = Object.fromEntries(
-  const runtimeEnv = ensurePathInEnv({ ...process.env, ...env });
+    Object.entries({ ...process.env, ...env }).filter(
+      (entry): entry is [string, string] => typeof entry[1] === "string",
+    ),
+  );
+  const billingType = resolveGeminiBillingType(effectiveEnv);
+  const runtimeEnv = ensurePathInEnv(effectiveEnv);
   await ensureCommandResolvable(command, cwd, runtimeEnv);
 
   const timeoutSec = asNumber(config.timeoutSec, 0);
@@ -418,6 +425,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       sessionParams: resolvedSessionParams,
       sessionDisplayId: resolvedSessionId,
       provider: "google",
+      biller: "google",
       model,
       billingType,
       costUsd: attempt.parsed.costUsd,

packages/adapters/openclaw-gateway/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/adapter-openclaw-gateway
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapters/openclaw-gateway/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-openclaw-gateway",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/openclaw-gateway"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapters/opencode-local/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/adapter-opencode-local
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapters/opencode-local/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-opencode-local",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/opencode-local"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapters/opencode-local/src/server/execute.ts

@@ -2,7 +2,7 @@ import fs from "node:fs/promises";
 import os from "node:os";
 import path from "node:path";
 import { fileURLToPath } from "node:url";
-import type { AdapterExecutionContext, AdapterExecutionResult } from "@paperclipai/adapter-utils";
+import { inferOpenAiCompatibleBiller, type AdapterExecutionContext, type AdapterExecutionResult } from "@paperclipai/adapter-utils";
 import {
   asString,
   asNumber,
@@ -42,6 +42,10 @@ function parseModelProvider(model: string | null): string | null {
   return trimmed.slice(0, trimmed.indexOf("/")).trim() || null;
 }
 
+function resolveOpenCodeBiller(env: Record<string, string>, provider: string | null): string {
+  return inferOpenAiCompatibleBiller(env, null) ?? provider ?? "unknown";
+}
+
 function claudeSkillsHome(): string {
   return path.join(os.homedir(), ".claude", "skills");
 }
@@ -100,6 +104,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   const workspaceId = asString(workspaceContext.workspaceId, "");
   const workspaceRepoUrl = asString(workspaceContext.repoUrl, "");
   const workspaceRepoRef = asString(workspaceContext.repoRef, "");
+  const agentHome = asString(workspaceContext.agentHome, "");
   const workspaceHints = Array.isArray(context.paperclipWorkspaces)
     ? context.paperclipWorkspaces.filter(
         (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
@@ -151,6 +156,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (workspaceId) env.PAPERCLIP_WORKSPACE_ID = workspaceId;
   if (workspaceRepoUrl) env.PAPERCLIP_WORKSPACE_REPO_URL = workspaceRepoUrl;
   if (workspaceRepoRef) env.PAPERCLIP_WORKSPACE_REPO_REF = workspaceRepoRef;
+  if (agentHome) env.AGENT_HOME = agentHome;
   if (workspaceHints.length > 0) env.PAPERCLIP_WORKSPACES_JSON = JSON.stringify(workspaceHints);
 
   for (const [key, value] of Object.entries(envConfig)) {
@@ -359,6 +365,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       sessionParams: resolvedSessionParams,
       sessionDisplayId: resolvedSessionId,
       provider: parseModelProvider(modelId),
+      biller: resolveOpenCodeBiller(runtimeEnv, parseModelProvider(modelId)),
       model: modelId,
       billingType: "unknown",
       costUsd: attempt.parsed.costUsd,

packages/adapters/opencode-local/src/server/models.ts

@@ -1,4 +1,5 @@
 import { createHash } from "node:crypto";
+import os from "node:os";
 import type { AdapterModel } from "@paperclipai/adapter-utils";
 import {
   asString,
@@ -20,7 +21,7 @@ function resolveOpenCodeCommand(input: unknown): string {
 
 const discoveryCache = new Map<string, { expiresAt: number; models: AdapterModel[] }>();
 const VOLATILE_ENV_KEY_PREFIXES = ["PAPERCLIP_", "npm_", "NPM_"] as const;
-const VOLATILE_ENV_KEY_EXACT = new Set(["PWD", "OLDPWD", "SHLVL", "_", "TERM_SESSION_ID"]);
+const VOLATILE_ENV_KEY_EXACT = new Set(["PWD", "OLDPWD", "SHLVL", "_", "TERM_SESSION_ID", "HOME"]);
 
 function dedupeModels(models: AdapterModel[]): AdapterModel[] {
   const seen = new Set<string>();
@@ -107,7 +108,19 @@ export async function discoverOpenCodeModels(input: {
   const command = resolveOpenCodeCommand(input.command);
   const cwd = asString(input.cwd, process.cwd());
   const env = normalizeEnv(input.env);
-  const runtimeEnv = normalizeEnv(ensurePathInEnv({ ...process.env, ...env }));
+  // Ensure HOME points to the actual running user's home directory.
+  // When the server is started via `runuser -u <user>`, HOME may still
+  // reflect the parent process (e.g. /root), causing OpenCode to miss
+  // provider auth credentials stored under the target user's home.
+  let resolvedHome: string | undefined;
+  try {
+    resolvedHome = os.userInfo().homedir || undefined;
+  } catch {
+    // os.userInfo() throws a SystemError when the current UID has no
+    // /etc/passwd entry (e.g. `docker run --user 1234` with a minimal
+    // image). Fall back to process.env.HOME.
+  }
+  const runtimeEnv = normalizeEnv(ensurePathInEnv({ ...process.env, ...env, ...(resolvedHome ? { HOME: resolvedHome } : {}) }));
 
   const result = await runChildProcess(
     `opencode-models-${Date.now()}-${Math.random().toString(16).slice(2)}`,

packages/adapters/pi-local/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/adapter-pi-local
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/adapters/pi-local/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/adapter-pi-local",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/adapters/pi-local"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapters/pi-local/src/server/execute.ts

@@ -2,7 +2,7 @@ import fs from "node:fs/promises";
 import os from "node:os";
 import path from "node:path";
 import { fileURLToPath } from "node:url";
-import type { AdapterExecutionContext, AdapterExecutionResult } from "@paperclipai/adapter-utils";
+import { inferOpenAiCompatibleBiller, type AdapterExecutionContext, type AdapterExecutionResult } from "@paperclipai/adapter-utils";
 import {
   asString,
   asNumber,
@@ -50,6 +50,10 @@ function parseModelId(model: string | null): string | null {
   return trimmed.slice(trimmed.indexOf("/") + 1).trim() || null;
 }
 
+function resolvePiBiller(env: Record<string, string>, provider: string | null): string {
+  return inferOpenAiCompatibleBiller(env, null) ?? provider ?? "unknown";
+}
+
 async function ensurePiSkillsInjected(onLog: AdapterExecutionContext["onLog"]) {
   const skillsEntries = await listPaperclipSkillEntries(__moduleDir);
   if (skillsEntries.length === 0) return;
@@ -117,6 +121,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   const workspaceId = asString(workspaceContext.workspaceId, "");
   const workspaceRepoUrl = asString(workspaceContext.repoUrl, "");
   const workspaceRepoRef = asString(workspaceContext.repoRef, "");
+  const agentHome = asString(workspaceContext.agentHome, "");
   const workspaceHints = Array.isArray(context.paperclipWorkspaces)
     ? context.paperclipWorkspaces.filter(
         (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
@@ -176,6 +181,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
   if (workspaceId) env.PAPERCLIP_WORKSPACE_ID = workspaceId;
   if (workspaceRepoUrl) env.PAPERCLIP_WORKSPACE_REPO_URL = workspaceRepoUrl;
   if (workspaceRepoRef) env.PAPERCLIP_WORKSPACE_REPO_REF = workspaceRepoRef;
+  if (agentHome) env.AGENT_HOME = agentHome;
   if (workspaceHints.length > 0) env.PAPERCLIP_WORKSPACES_JSON = JSON.stringify(workspaceHints);
 
   for (const [key, value] of Object.entries(envConfig)) {
@@ -445,6 +451,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       sessionParams: resolvedSessionParams,
       sessionDisplayId: resolvedSessionId,
       provider: provider,
+      biller: resolvePiBiller(runtimeEnv, provider),
       model: model,
       billingType: "unknown",
       costUsd: attempt.parsed.usage.costUsd,

packages/db/CHANGELOG.md

@@ -1,5 +1,13 @@
 # @paperclipai/db
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+- Updated dependencies
+  - @paperclipai/shared@0.3.1
+
 ## 0.3.0
 
 ### Minor Changes

packages/db/package.json

@@ -1,6 +1,16 @@
 {
   "name": "@paperclipai/db",
-  "version": "0.3.0",
+  "version": "0.3.1",
+  "license": "MIT",
+  "homepage": "https://github.com/paperclipai/paperclip",
+  "bugs": {
+    "url": "https://github.com/paperclipai/paperclip/issues"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/paperclipai/paperclip",
+    "directory": "packages/db"
+  },
   "type": "module",
   "exports": {
     ".": "./src/index.ts",
@@ -35,6 +45,7 @@
   "dependencies": {
     "@paperclipai/shared": "workspace:*",
     "drizzle-orm": "^0.38.4",
+    "embedded-postgres": "^18.1.0-beta.16",
     "postgres": "^3.4.5"
   },
   "devDependencies": {

packages/db/src/client.test.ts

@@ -0,0 +1,157 @@
+import { createHash } from "node:crypto";
+import fs from "node:fs";
+import net from "node:net";
+import os from "node:os";
+import path from "node:path";
+import { afterEach, describe, expect, it } from "vitest";
+import postgres from "postgres";
+import {
+  applyPendingMigrations,
+  ensurePostgresDatabase,
+  inspectMigrations,
+} from "./client.js";
+
+type EmbeddedPostgresInstance = {
+  initialise(): Promise<void>;
+  start(): Promise<void>;
+  stop(): Promise<void>;
+};
+
+type EmbeddedPostgresCtor = new (opts: {
+  databaseDir: string;
+  user: string;
+  password: string;
+  port: number;
+  persistent: boolean;
+  initdbFlags?: string[];
+  onLog?: (message: unknown) => void;
+  onError?: (message: unknown) => void;
+}) => EmbeddedPostgresInstance;
+
+const tempPaths: string[] = [];
+const runningInstances: EmbeddedPostgresInstance[] = [];
+
+async function getEmbeddedPostgresCtor(): Promise<EmbeddedPostgresCtor> {
+  const mod = await import("embedded-postgres");
+  return mod.default as EmbeddedPostgresCtor;
+}
+
+async function getAvailablePort(): Promise<number> {
+  return await new Promise((resolve, reject) => {
+    const server = net.createServer();
+    server.unref();
+    server.on("error", reject);
+    server.listen(0, "127.0.0.1", () => {
+      const address = server.address();
+      if (!address || typeof address === "string") {
+        server.close(() => reject(new Error("Failed to allocate test port")));
+        return;
+      }
+      const { port } = address;
+      server.close((error) => {
+        if (error) reject(error);
+        else resolve(port);
+      });
+    });
+  });
+}
+
+async function createTempDatabase(): Promise<string> {
+  const dataDir = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-db-client-"));
+  tempPaths.push(dataDir);
+  const port = await getAvailablePort();
+  const EmbeddedPostgres = await getEmbeddedPostgresCtor();
+  const instance = new EmbeddedPostgres({
+    databaseDir: dataDir,
+    user: "paperclip",
+    password: "paperclip",
+    port,
+    persistent: true,
+    initdbFlags: ["--encoding=UTF8", "--locale=C"],
+    onLog: () => {},
+    onError: () => {},
+  });
+  await instance.initialise();
+  await instance.start();
+  runningInstances.push(instance);
+
+  const adminUrl = `postgres://paperclip:paperclip@127.0.0.1:${port}/postgres`;
+  await ensurePostgresDatabase(adminUrl, "paperclip");
+  return `postgres://paperclip:paperclip@127.0.0.1:${port}/paperclip`;
+}
+
+async function migrationHash(migrationFile: string): Promise<string> {
+  const content = await fs.promises.readFile(
+    new URL(`./migrations/${migrationFile}`, import.meta.url),
+    "utf8",
+  );
+  return createHash("sha256").update(content).digest("hex");
+}
+
+afterEach(async () => {
+  while (runningInstances.length > 0) {
+    const instance = runningInstances.pop();
+    if (!instance) continue;
+    await instance.stop();
+  }
+  while (tempPaths.length > 0) {
+    const tempPath = tempPaths.pop();
+    if (!tempPath) continue;
+    fs.rmSync(tempPath, { recursive: true, force: true });
+  }
+});
+
+describe("applyPendingMigrations", () => {
+  it(
+    "applies an inserted earlier migration without replaying later legacy migrations",
+    async () => {
+      const connectionString = await createTempDatabase();
+
+      await applyPendingMigrations(connectionString);
+
+      const sql = postgres(connectionString, { max: 1, onnotice: () => {} });
+      try {
+        const richMagnetoHash = await migrationHash("0030_rich_magneto.sql");
+
+        await sql.unsafe(
+          `DELETE FROM "drizzle"."__drizzle_migrations" WHERE hash = '${richMagnetoHash}'`,
+        );
+        await sql.unsafe(`DROP TABLE "company_logos"`);
+      } finally {
+        await sql.end();
+      }
+
+      const pendingState = await inspectMigrations(connectionString);
+      expect(pendingState).toMatchObject({
+        status: "needsMigrations",
+        pendingMigrations: ["0030_rich_magneto.sql"],
+        reason: "pending-migrations",
+      });
+
+      await applyPendingMigrations(connectionString);
+
+      const finalState = await inspectMigrations(connectionString);
+      expect(finalState.status).toBe("upToDate");
+
+      const verifySql = postgres(connectionString, { max: 1, onnotice: () => {} });
+      try {
+        const rows = await verifySql.unsafe<{ table_name: string }[]>(
+          `
+            SELECT table_name
+            FROM information_schema.tables
+            WHERE table_schema = 'public'
+              AND table_name IN ('company_logos', 'execution_workspaces')
+            ORDER BY table_name
+          `,
+        );
+        expect(rows.map((row) => row.table_name)).toEqual([
+          "company_logos",
+          "execution_workspaces",
+        ]);
+      } finally {
+        await verifySql.end();
+      }
+    },
+    20_000,
+  );
+});

packages/db/src/client.ts

@@ -50,6 +50,21 @@ export function createDb(url: string) {
   return drizzlePg(sql, { schema });
 }
 
+export async function getPostgresDataDirectory(url: string): Promise<string | null> {
+  const sql = createUtilitySql(url);
+  try {
+    const rows = await sql<{ data_directory: string | null }[]>`
+      SELECT current_setting('data_directory', true) AS data_directory
+    `;
+    const actual = rows[0]?.data_directory;
+    return typeof actual === "string" && actual.length > 0 ? actual : null;
+  } catch {
+    return null;
+  } finally {
+    await sql.end();
+  }
+}
+
 async function listMigrationFiles(): Promise<string[]> {
   const entries = await readdir(MIGRATIONS_FOLDER, { withFileTypes: true });
   return entries
@@ -646,13 +661,26 @@ export async function applyPendingMigrations(url: string): Promise<void> {
   const initialState = await inspectMigrations(url);
   if (initialState.status === "upToDate") return;
 
-  const sql = createUtilitySql(url);
+  if (initialState.reason === "no-migration-journal-empty-db") {
+    const sql = createUtilitySql(url);
+    try {
+      const db = drizzlePg(sql);
+      await migratePg(db, { migrationsFolder: MIGRATIONS_FOLDER });
+    } finally {
+      await sql.end();
+    }
 
-  try {
+    const bootstrappedState = await inspectMigrations(url);
-    const db = drizzlePg(sql);
+    if (bootstrappedState.status === "upToDate") return;
-    await migratePg(db, { migrationsFolder: MIGRATIONS_FOLDER });
+    throw new Error(
-  } finally {
+      `Failed to bootstrap migrations: ${bootstrappedState.pendingMigrations.join(", ")}`,
-    await sql.end();
+    );
+  }
+
+  if (initialState.reason === "no-migration-journal-non-empty-db") {
+    throw new Error(
+      "Database has tables but no migration journal; automatic migration is unsafe. Initialize migration history manually.",
+    );
   }
 
   let state = await inspectMigrations(url);
@@ -665,7 +693,7 @@ export async function applyPendingMigrations(url: string): Promise<void> {
   }
 
   if (state.status !== "needsMigrations" || state.reason !== "pending-migrations") {
-    throw new Error("Migrations are still pending after attempted apply; run inspectMigrations for details.");
+    throw new Error("Migrations are still pending after migration-history reconciliation; run inspectMigrations for details.");
   }
 
   await applyPendingMigrationsManually(url, state.pendingMigrations);

packages/db/src/index.ts

@@ -1,5 +1,6 @@
 export {
   createDb,
+  getPostgresDataDirectory,
   ensurePostgresDatabase,
   inspectMigrations,
   applyPendingMigrations,

packages/db/src/migration-runtime.ts

@@ -1,8 +1,7 @@
 import { existsSync, readFileSync, rmSync } from "node:fs";
-import { createRequire } from "node:module";
+import { createServer } from "node:net";
 import path from "node:path";
-import { fileURLToPath, pathToFileURL } from "node:url";
+import { ensurePostgresDatabase, getPostgresDataDirectory } from "./client.js";
-import { ensurePostgresDatabase } from "./client.js";
 import { resolveDatabaseTarget } from "./runtime-config.js";
 
 type EmbeddedPostgresInstance = {
@@ -28,6 +27,18 @@ export type MigrationConnection = {
   stop: () => Promise<void>;
 };
 
+function toError(error: unknown, fallbackMessage: string): Error {
+  if (error instanceof Error) return error;
+  if (error === undefined) return new Error(fallbackMessage);
+  if (typeof error === "string") return new Error(`${fallbackMessage}: ${error}`);
+
+  try {
+    return new Error(`${fallbackMessage}: ${JSON.stringify(error)}`);
+  } catch {
+    return new Error(`${fallbackMessage}: ${String(error)}`);
+  }
+}
+
 function readRunningPostmasterPid(postmasterPidFile: string): number | null {
   if (!existsSync(postmasterPidFile)) return null;
   try {
@@ -51,18 +62,34 @@ function readPidFilePort(postmasterPidFile: string): number | null {
   }
 }
 
-async function loadEmbeddedPostgresCtor(): Promise<EmbeddedPostgresCtor> {
+async function isPortInUse(port: number): Promise<boolean> {
-  const require = createRequire(import.meta.url);
+  return await new Promise((resolve) => {
-  const resolveCandidates = [
+    const server = createServer();
-    path.resolve(fileURLToPath(new URL("../..", import.meta.url))),
+    server.unref();
-    path.resolve(fileURLToPath(new URL("../../server", import.meta.url))),
+    server.once("error", (error: NodeJS.ErrnoException) => {
-    path.resolve(fileURLToPath(new URL("../../cli", import.meta.url))),
+      resolve(error.code === "EADDRINUSE");
-    process.cwd(),
+    });
-  ];
+    server.listen(port, "127.0.0.1", () => {
+      server.close();
+      resolve(false);
+    });
+  });
+}
 
+async function findAvailablePort(startPort: number): Promise<number> {
+  const maxLookahead = 20;
+  let port = startPort;
+  for (let i = 0; i < maxLookahead; i += 1, port += 1) {
+    if (!(await isPortInUse(port))) return port;
+  }
+  throw new Error(
+    `Embedded PostgreSQL could not find a free port from ${startPort} to ${startPort + maxLookahead - 1}`,
+  );
+}
+
+async function loadEmbeddedPostgresCtor(): Promise<EmbeddedPostgresCtor> {
   try {
-    const resolvedModulePath = require.resolve("embedded-postgres", { paths: resolveCandidates });
+    const mod = await import("embedded-postgres");
-    const mod = await import(pathToFileURL(resolvedModulePath).href);
     return mod.default as EmbeddedPostgresCtor;
   } catch {
     throw new Error(
@@ -76,9 +103,35 @@ async function ensureEmbeddedPostgresConnection(
   preferredPort: number,
 ): Promise<MigrationConnection> {
   const EmbeddedPostgres = await loadEmbeddedPostgresCtor();
+  const selectedPort = await findAvailablePort(preferredPort);
   const postmasterPidFile = path.resolve(dataDir, "postmaster.pid");
+  const pgVersionFile = path.resolve(dataDir, "PG_VERSION");
   const runningPid = readRunningPostmasterPid(postmasterPidFile);
   const runningPort = readPidFilePort(postmasterPidFile);
+  const preferredAdminConnectionString = `postgres://paperclip:paperclip@127.0.0.1:${preferredPort}/postgres`;
+
+  if (!runningPid && existsSync(pgVersionFile)) {
+    try {
+      const actualDataDir = await getPostgresDataDirectory(preferredAdminConnectionString);
+      const matchesDataDir =
+        typeof actualDataDir === "string" &&
+        path.resolve(actualDataDir) === path.resolve(dataDir);
+      if (!matchesDataDir) {
+        throw new Error("reachable postgres does not use the expected embedded data directory");
+      }
+      await ensurePostgresDatabase(preferredAdminConnectionString, "paperclip");
+      process.emitWarning(
+        `Adopting an existing PostgreSQL instance on port ${preferredPort} for embedded data dir ${dataDir} because postmaster.pid is missing.`,
+      );
+      return {
+        connectionString: `postgres://paperclip:paperclip@127.0.0.1:${preferredPort}/paperclip`,
+        source: `embedded-postgres@${preferredPort}`,
+        stop: async () => {},
+      };
+    } catch {
+      // Fall through and attempt to start the configured embedded cluster.
+    }
+  }
 
   if (runningPid) {
     const port = runningPort ?? preferredPort;
@@ -95,7 +148,7 @@ async function ensureEmbeddedPostgresConnection(
     databaseDir: dataDir,
     user: "paperclip",
     password: "paperclip",
-    port: preferredPort,
+    port: selectedPort,
     persistent: true,
     initdbFlags: ["--encoding=UTF8", "--locale=C"],
     onLog: () => {},
@@ -103,19 +156,30 @@ async function ensureEmbeddedPostgresConnection(
   });
 
   if (!existsSync(path.resolve(dataDir, "PG_VERSION"))) {
-    await instance.initialise();
+    try {
+      await instance.initialise();
+    } catch (error) {
+      throw toError(
+        error,
+        `Failed to initialize embedded PostgreSQL cluster in ${dataDir} on port ${selectedPort}`,
+      );
+    }
   }
   if (existsSync(postmasterPidFile)) {
     rmSync(postmasterPidFile, { force: true });
   }
-  await instance.start();
+  try {
+    await instance.start();
+  } catch (error) {
+    throw toError(error, `Failed to start embedded PostgreSQL on port ${selectedPort}`);
+  }
 
-  const adminConnectionString = `postgres://paperclip:paperclip@127.0.0.1:${preferredPort}/postgres`;
+  const adminConnectionString = `postgres://paperclip:paperclip@127.0.0.1:${selectedPort}/postgres`;
   await ensurePostgresDatabase(adminConnectionString, "paperclip");
 
   return {
-    connectionString: `postgres://paperclip:paperclip@127.0.0.1:${preferredPort}/paperclip`,
+    connectionString: `postgres://paperclip:paperclip@127.0.0.1:${selectedPort}/paperclip`,
-    source: `embedded-postgres@${preferredPort}`,
+    source: `embedded-postgres@${selectedPort}`,
     stop: async () => {
       await instance.stop();
     },

packages/db/src/migration-status.ts

@@ -3,6 +3,18 @@ import { resolveMigrationConnection } from "./migration-runtime.js";
 
 const jsonMode = process.argv.includes("--json");
 
+function toError(error: unknown, context = "Migration status check failed"): Error {
+  if (error instanceof Error) return error;
+  if (error === undefined) return new Error(context);
+  if (typeof error === "string") return new Error(`${context}: ${error}`);
+
+  try {
+    return new Error(`${context}: ${JSON.stringify(error)}`);
+  } catch {
+    return new Error(`${context}: ${String(error)}`);
+  }
+}
+
 async function main(): Promise<void> {
   const connection = await resolveMigrationConnection();
 
@@ -42,4 +54,8 @@ async function main(): Promise<void> {
   }
 }
 
-await main();
+main().catch((error) => {
+  const err = toError(error, "Migration status check failed");
+  process.stderr.write(`${err.stack ?? err.message}\n`);
+  process.exit(1);
+});

packages/db/src/migrations/0030_rich_magneto.sql

@@ -0,0 +1,12 @@
+CREATE TABLE "company_logos" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"asset_id" uuid NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "company_logos" ADD CONSTRAINT "company_logos_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_logos" ADD CONSTRAINT "company_logos_asset_id_assets_id_fk" FOREIGN KEY ("asset_id") REFERENCES "public"."assets"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+CREATE UNIQUE INDEX "company_logos_company_uq" ON "company_logos" USING btree ("company_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "company_logos_asset_uq" ON "company_logos" USING btree ("asset_id");

packages/db/src/migrations/0031_zippy_magma.sql

@@ -0,0 +1,51 @@
+CREATE TABLE "finance_events" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"agent_id" uuid,
+	"issue_id" uuid,
+	"project_id" uuid,
+	"goal_id" uuid,
+	"heartbeat_run_id" uuid,
+	"cost_event_id" uuid,
+	"billing_code" text,
+	"description" text,
+	"event_kind" text NOT NULL,
+	"direction" text DEFAULT 'debit' NOT NULL,
+	"biller" text NOT NULL,
+	"provider" text,
+	"execution_adapter_type" text,
+	"pricing_tier" text,
+	"region" text,
+	"model" text,
+	"quantity" integer,
+	"unit" text,
+	"amount_cents" integer NOT NULL,
+	"currency" text DEFAULT 'USD' NOT NULL,
+	"estimated" boolean DEFAULT false NOT NULL,
+	"external_invoice_id" text,
+	"metadata_json" jsonb,
+	"occurred_at" timestamp with time zone NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "cost_events" ADD COLUMN "heartbeat_run_id" uuid;--> statement-breakpoint
+ALTER TABLE "cost_events" ADD COLUMN "biller" text DEFAULT 'unknown' NOT NULL;--> statement-breakpoint
+ALTER TABLE "cost_events" ADD COLUMN "billing_type" text DEFAULT 'unknown' NOT NULL;--> statement-breakpoint
+ALTER TABLE "cost_events" ADD COLUMN "cached_input_tokens" integer DEFAULT 0 NOT NULL;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_agent_id_agents_id_fk" FOREIGN KEY ("agent_id") REFERENCES "public"."agents"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_issue_id_issues_id_fk" FOREIGN KEY ("issue_id") REFERENCES "public"."issues"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_project_id_projects_id_fk" FOREIGN KEY ("project_id") REFERENCES "public"."projects"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_goal_id_goals_id_fk" FOREIGN KEY ("goal_id") REFERENCES "public"."goals"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_heartbeat_run_id_heartbeat_runs_id_fk" FOREIGN KEY ("heartbeat_run_id") REFERENCES "public"."heartbeat_runs"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "finance_events" ADD CONSTRAINT "finance_events_cost_event_id_cost_events_id_fk" FOREIGN KEY ("cost_event_id") REFERENCES "public"."cost_events"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "finance_events_company_occurred_idx" ON "finance_events" USING btree ("company_id","occurred_at");--> statement-breakpoint
+CREATE INDEX "finance_events_company_biller_occurred_idx" ON "finance_events" USING btree ("company_id","biller","occurred_at");--> statement-breakpoint
+CREATE INDEX "finance_events_company_kind_occurred_idx" ON "finance_events" USING btree ("company_id","event_kind","occurred_at");--> statement-breakpoint
+CREATE INDEX "finance_events_company_direction_occurred_idx" ON "finance_events" USING btree ("company_id","direction","occurred_at");--> statement-breakpoint
+CREATE INDEX "finance_events_company_heartbeat_run_idx" ON "finance_events" USING btree ("company_id","heartbeat_run_id");--> statement-breakpoint
+CREATE INDEX "finance_events_company_cost_event_idx" ON "finance_events" USING btree ("company_id","cost_event_id");--> statement-breakpoint
+ALTER TABLE "cost_events" ADD CONSTRAINT "cost_events_heartbeat_run_id_heartbeat_runs_id_fk" FOREIGN KEY ("heartbeat_run_id") REFERENCES "public"."heartbeat_runs"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "cost_events_company_provider_occurred_idx" ON "cost_events" USING btree ("company_id","provider","occurred_at");--> statement-breakpoint
+CREATE INDEX "cost_events_company_biller_occurred_idx" ON "cost_events" USING btree ("company_id","biller","occurred_at");--> statement-breakpoint
+CREATE INDEX "cost_events_company_heartbeat_run_idx" ON "cost_events" USING btree ("company_id","heartbeat_run_id");

packages/db/src/migrations/0032_pretty_doctor_octopus.sql

@@ -0,0 +1,102 @@
+CREATE TABLE "budget_incidents" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"policy_id" uuid NOT NULL,
+	"scope_type" text NOT NULL,
+	"scope_id" uuid NOT NULL,
+	"metric" text NOT NULL,
+	"window_kind" text NOT NULL,
+	"window_start" timestamp with time zone NOT NULL,
+	"window_end" timestamp with time zone NOT NULL,
+	"threshold_type" text NOT NULL,
+	"amount_limit" integer NOT NULL,
+	"amount_observed" integer NOT NULL,
+	"status" text DEFAULT 'open' NOT NULL,
+	"approval_id" uuid,
+	"resolved_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "budget_policies" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"scope_type" text NOT NULL,
+	"scope_id" uuid NOT NULL,
+	"metric" text DEFAULT 'billed_cents' NOT NULL,
+	"window_kind" text NOT NULL,
+	"amount" integer DEFAULT 0 NOT NULL,
+	"warn_percent" integer DEFAULT 80 NOT NULL,
+	"hard_stop_enabled" boolean DEFAULT true NOT NULL,
+	"notify_enabled" boolean DEFAULT true NOT NULL,
+	"is_active" boolean DEFAULT true NOT NULL,
+	"created_by_user_id" text,
+	"updated_by_user_id" text,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "agents" ADD COLUMN "pause_reason" text;--> statement-breakpoint
+ALTER TABLE "agents" ADD COLUMN "paused_at" timestamp with time zone;--> statement-breakpoint
+ALTER TABLE "projects" ADD COLUMN "pause_reason" text;--> statement-breakpoint
+ALTER TABLE "projects" ADD COLUMN "paused_at" timestamp with time zone;--> statement-breakpoint
+INSERT INTO "budget_policies" (
+	"company_id",
+	"scope_type",
+	"scope_id",
+	"metric",
+	"window_kind",
+	"amount",
+	"warn_percent",
+	"hard_stop_enabled",
+	"notify_enabled",
+	"is_active"
+)
+SELECT
+	"id",
+	'company',
+	"id",
+	'billed_cents',
+	'calendar_month_utc',
+	"budget_monthly_cents",
+	80,
+	true,
+	true,
+	true
+FROM "companies"
+WHERE "budget_monthly_cents" > 0;--> statement-breakpoint
+INSERT INTO "budget_policies" (
+	"company_id",
+	"scope_type",
+	"scope_id",
+	"metric",
+	"window_kind",
+	"amount",
+	"warn_percent",
+	"hard_stop_enabled",
+	"notify_enabled",
+	"is_active"
+)
+SELECT
+	"company_id",
+	'agent',
+	"id",
+	'billed_cents',
+	'calendar_month_utc',
+	"budget_monthly_cents",
+	80,
+	true,
+	true,
+	true
+FROM "agents"
+WHERE "budget_monthly_cents" > 0;--> statement-breakpoint
+ALTER TABLE "budget_incidents" ADD CONSTRAINT "budget_incidents_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "budget_incidents" ADD CONSTRAINT "budget_incidents_policy_id_budget_policies_id_fk" FOREIGN KEY ("policy_id") REFERENCES "public"."budget_policies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "budget_incidents" ADD CONSTRAINT "budget_incidents_approval_id_approvals_id_fk" FOREIGN KEY ("approval_id") REFERENCES "public"."approvals"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "budget_policies" ADD CONSTRAINT "budget_policies_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "budget_incidents_company_status_idx" ON "budget_incidents" USING btree ("company_id","status");--> statement-breakpoint
+CREATE INDEX "budget_incidents_company_scope_idx" ON "budget_incidents" USING btree ("company_id","scope_type","scope_id","status");--> statement-breakpoint
+CREATE UNIQUE INDEX "budget_incidents_policy_window_threshold_idx" ON "budget_incidents" USING btree ("policy_id","window_start","threshold_type");--> statement-breakpoint
+CREATE INDEX "budget_policies_company_scope_active_idx" ON "budget_policies" USING btree ("company_id","scope_type","scope_id","is_active");--> statement-breakpoint
+CREATE INDEX "budget_policies_company_window_idx" ON "budget_policies" USING btree ("company_id","window_kind","metric");--> statement-breakpoint
+CREATE UNIQUE INDEX "budget_policies_company_scope_metric_unique_idx" ON "budget_policies" USING btree ("company_id","scope_type","scope_id","metric","window_kind");

packages/db/src/migrations/0033_shiny_black_tarantula.sql

@@ -0,0 +1,2 @@
+ALTER TABLE "companies" ADD COLUMN "pause_reason" text;--> statement-breakpoint
+ALTER TABLE "companies" ADD COLUMN "paused_at" timestamp with time zone;

packages/db/src/migrations/0034_fat_dormammu.sql

@@ -0,0 +1,2 @@
+DROP INDEX "budget_incidents_policy_window_threshold_idx";--> statement-breakpoint
+CREATE UNIQUE INDEX "budget_incidents_policy_window_threshold_idx" ON "budget_incidents" USING btree ("policy_id","window_start","threshold_type") WHERE "budget_incidents"."status" <> 'dismissed';

packages/db/src/migrations/0035_marvelous_satana.sql

@@ -0,0 +1,91 @@
+CREATE TABLE "execution_workspaces" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"project_id" uuid NOT NULL,
+	"project_workspace_id" uuid,
+	"source_issue_id" uuid,
+	"mode" text NOT NULL,
+	"strategy_type" text NOT NULL,
+	"name" text NOT NULL,
+	"status" text DEFAULT 'active' NOT NULL,
+	"cwd" text,
+	"repo_url" text,
+	"base_ref" text,
+	"branch_name" text,
+	"provider_type" text DEFAULT 'local_fs' NOT NULL,
+	"provider_ref" text,
+	"derived_from_execution_workspace_id" uuid,
+	"last_used_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"opened_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"closed_at" timestamp with time zone,
+	"cleanup_eligible_at" timestamp with time zone,
+	"cleanup_reason" text,
+	"metadata" jsonb,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "issue_work_products" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"project_id" uuid,
+	"issue_id" uuid NOT NULL,
+	"execution_workspace_id" uuid,
+	"runtime_service_id" uuid,
+	"type" text NOT NULL,
+	"provider" text NOT NULL,
+	"external_id" text,
+	"title" text NOT NULL,
+	"url" text,
+	"status" text NOT NULL,
+	"review_state" text DEFAULT 'none' NOT NULL,
+	"is_primary" boolean DEFAULT false NOT NULL,
+	"health_status" text DEFAULT 'unknown' NOT NULL,
+	"summary" text,
+	"metadata" jsonb,
+	"created_by_run_id" uuid,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "issues" ADD COLUMN "project_workspace_id" uuid;--> statement-breakpoint
+ALTER TABLE "issues" ADD COLUMN "execution_workspace_id" uuid;--> statement-breakpoint
+ALTER TABLE "issues" ADD COLUMN "execution_workspace_preference" text;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "source_type" text DEFAULT 'local_path' NOT NULL;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "default_ref" text;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "visibility" text DEFAULT 'default' NOT NULL;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "setup_command" text;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "cleanup_command" text;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "remote_provider" text;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "remote_workspace_ref" text;--> statement-breakpoint
+ALTER TABLE "project_workspaces" ADD COLUMN "shared_workspace_key" text;--> statement-breakpoint
+ALTER TABLE "workspace_runtime_services" ADD COLUMN "execution_workspace_id" uuid;--> statement-breakpoint
+ALTER TABLE "execution_workspaces" ADD CONSTRAINT "execution_workspaces_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "execution_workspaces" ADD CONSTRAINT "execution_workspaces_project_id_projects_id_fk" FOREIGN KEY ("project_id") REFERENCES "public"."projects"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "execution_workspaces" ADD CONSTRAINT "execution_workspaces_project_workspace_id_project_workspaces_id_fk" FOREIGN KEY ("project_workspace_id") REFERENCES "public"."project_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "execution_workspaces" ADD CONSTRAINT "execution_workspaces_source_issue_id_issues_id_fk" FOREIGN KEY ("source_issue_id") REFERENCES "public"."issues"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "execution_workspaces" ADD CONSTRAINT "execution_workspaces_derived_from_execution_workspace_id_execution_workspaces_id_fk" FOREIGN KEY ("derived_from_execution_workspace_id") REFERENCES "public"."execution_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issue_work_products" ADD CONSTRAINT "issue_work_products_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issue_work_products" ADD CONSTRAINT "issue_work_products_project_id_projects_id_fk" FOREIGN KEY ("project_id") REFERENCES "public"."projects"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issue_work_products" ADD CONSTRAINT "issue_work_products_issue_id_issues_id_fk" FOREIGN KEY ("issue_id") REFERENCES "public"."issues"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issue_work_products" ADD CONSTRAINT "issue_work_products_execution_workspace_id_execution_workspaces_id_fk" FOREIGN KEY ("execution_workspace_id") REFERENCES "public"."execution_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issue_work_products" ADD CONSTRAINT "issue_work_products_runtime_service_id_workspace_runtime_services_id_fk" FOREIGN KEY ("runtime_service_id") REFERENCES "public"."workspace_runtime_services"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issue_work_products" ADD CONSTRAINT "issue_work_products_created_by_run_id_heartbeat_runs_id_fk" FOREIGN KEY ("created_by_run_id") REFERENCES "public"."heartbeat_runs"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "execution_workspaces_company_project_status_idx" ON "execution_workspaces" USING btree ("company_id","project_id","status");--> statement-breakpoint
+CREATE INDEX "execution_workspaces_company_project_workspace_status_idx" ON "execution_workspaces" USING btree ("company_id","project_workspace_id","status");--> statement-breakpoint
+CREATE INDEX "execution_workspaces_company_source_issue_idx" ON "execution_workspaces" USING btree ("company_id","source_issue_id");--> statement-breakpoint
+CREATE INDEX "execution_workspaces_company_last_used_idx" ON "execution_workspaces" USING btree ("company_id","last_used_at");--> statement-breakpoint
+CREATE INDEX "execution_workspaces_company_branch_idx" ON "execution_workspaces" USING btree ("company_id","branch_name");--> statement-breakpoint
+CREATE INDEX "issue_work_products_company_issue_type_idx" ON "issue_work_products" USING btree ("company_id","issue_id","type");--> statement-breakpoint
+CREATE INDEX "issue_work_products_company_execution_workspace_type_idx" ON "issue_work_products" USING btree ("company_id","execution_workspace_id","type");--> statement-breakpoint
+CREATE INDEX "issue_work_products_company_provider_external_id_idx" ON "issue_work_products" USING btree ("company_id","provider","external_id");--> statement-breakpoint
+CREATE INDEX "issue_work_products_company_updated_idx" ON "issue_work_products" USING btree ("company_id","updated_at");--> statement-breakpoint
+ALTER TABLE "issues" ADD CONSTRAINT "issues_project_workspace_id_project_workspaces_id_fk" FOREIGN KEY ("project_workspace_id") REFERENCES "public"."project_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "issues" ADD CONSTRAINT "issues_execution_workspace_id_execution_workspaces_id_fk" FOREIGN KEY ("execution_workspace_id") REFERENCES "public"."execution_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "workspace_runtime_services" ADD CONSTRAINT "workspace_runtime_services_execution_workspace_id_execution_workspaces_id_fk" FOREIGN KEY ("execution_workspace_id") REFERENCES "public"."execution_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "issues_company_project_workspace_idx" ON "issues" USING btree ("company_id","project_workspace_id");--> statement-breakpoint
+CREATE INDEX "issues_company_execution_workspace_idx" ON "issues" USING btree ("company_id","execution_workspace_id");--> statement-breakpoint
+CREATE INDEX "project_workspaces_project_source_type_idx" ON "project_workspaces" USING btree ("project_id","source_type");--> statement-breakpoint
+CREATE INDEX "project_workspaces_company_shared_key_idx" ON "project_workspaces" USING btree ("company_id","shared_workspace_key");--> statement-breakpoint
+CREATE UNIQUE INDEX "project_workspaces_project_remote_ref_idx" ON "project_workspaces" USING btree ("project_id","remote_provider","remote_workspace_ref");--> statement-breakpoint
+CREATE INDEX "workspace_runtime_services_company_execution_workspace_status_idx" ON "workspace_runtime_services" USING btree ("company_id","execution_workspace_id","status");

packages/db/src/migrations/0036_cheerful_nitro.sql

@@ -0,0 +1,9 @@
+CREATE TABLE "instance_settings" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"singleton_key" text DEFAULT 'default' NOT NULL,
+	"experimental" jsonb DEFAULT '{}'::jsonb NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX "instance_settings_singleton_key_idx" ON "instance_settings" USING btree ("singleton_key");

packages/db/src/migrations/0037_friendly_eddie_brock.sql

@@ -0,0 +1,29 @@
+CREATE TABLE "workspace_operations" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"company_id" uuid NOT NULL,
+	"execution_workspace_id" uuid,
+	"heartbeat_run_id" uuid,
+	"phase" text NOT NULL,
+	"command" text,
+	"cwd" text,
+	"status" text DEFAULT 'running' NOT NULL,
+	"exit_code" integer,
+	"log_store" text,
+	"log_ref" text,
+	"log_bytes" bigint,
+	"log_sha256" text,
+	"log_compressed" boolean DEFAULT false NOT NULL,
+	"stdout_excerpt" text,
+	"stderr_excerpt" text,
+	"metadata" jsonb,
+	"started_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"finished_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "workspace_operations" ADD CONSTRAINT "workspace_operations_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "workspace_operations" ADD CONSTRAINT "workspace_operations_execution_workspace_id_execution_workspaces_id_fk" FOREIGN KEY ("execution_workspace_id") REFERENCES "public"."execution_workspaces"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "workspace_operations" ADD CONSTRAINT "workspace_operations_heartbeat_run_id_heartbeat_runs_id_fk" FOREIGN KEY ("heartbeat_run_id") REFERENCES "public"."heartbeat_runs"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "workspace_operations_company_run_started_idx" ON "workspace_operations" USING btree ("company_id","heartbeat_run_id","started_at");--> statement-breakpoint
+CREATE INDEX "workspace_operations_company_workspace_started_idx" ON "workspace_operations" USING btree ("company_id","execution_workspace_id","started_at");

packages/db/src/migrations/meta/_journal.json

@@ -211,6 +211,62 @@
       "when": 1773417600000,
       "tag": "0029_plugin_tables",
       "breakpoints": true
+    },
+    {
+      "idx": 30,
+      "version": "7",
+      "when": 1773670925214,
+      "tag": "0030_rich_magneto",
+      "breakpoints": true
+    },
+    {
+      "idx": 31,
+      "version": "7",
+      "when": 1773511922713,
+      "tag": "0031_zippy_magma",
+      "breakpoints": true
+    },
+    {
+      "idx": 32,
+      "version": "7",
+      "when": 1773542934499,
+      "tag": "0032_pretty_doctor_octopus",
+      "breakpoints": true
+    },
+    {
+      "idx": 33,
+      "version": "7",
+      "when": 1773664961967,
+      "tag": "0033_shiny_black_tarantula",
+      "breakpoints": true
+    },
+    {
+      "idx": 34,
+      "version": "7",
+      "when": 1773697572188,
+      "tag": "0034_fat_dormammu",
+      "breakpoints": true
+    },
+    {
+      "idx": 35,
+      "version": "7",
+      "when": 1773698696169,
+      "tag": "0035_marvelous_satana",
+      "breakpoints": true
+    },
+    {
+      "idx": 36,
+      "version": "7",
+      "when": 1773756213455,
+      "tag": "0036_cheerful_nitro",
+      "breakpoints": true
+    },
+    {
+      "idx": 37,
+      "version": "7",
+      "when": 1773756922363,
+      "tag": "0037_friendly_eddie_brock",
+      "breakpoints": true
     }
   ]
-}
+}

packages/db/src/schema/agents.ts

@@ -27,6 +27,8 @@ export const agents = pgTable(
     runtimeConfig: jsonb("runtime_config").$type<Record<string, unknown>>().notNull().default({}),
     budgetMonthlyCents: integer("budget_monthly_cents").notNull().default(0),
     spentMonthlyCents: integer("spent_monthly_cents").notNull().default(0),
+    pauseReason: text("pause_reason"),
+    pausedAt: timestamp("paused_at", { withTimezone: true }),
     permissions: jsonb("permissions").$type<Record<string, unknown>>().notNull().default({}),
     lastHeartbeatAt: timestamp("last_heartbeat_at", { withTimezone: true }),
     metadata: jsonb("metadata").$type<Record<string, unknown>>(),