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feat(merger-gates): implement Gate 1 (issue-level approval check)#4

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Jun 10, 2026
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feat(merger-gates): implement Gate 1 (issue-level approval check)#4
chrislro merged 19 commits into
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feature/merger-gate-1

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Summary

Implements the Merger Gate service with Gate 1 (issue-level approval check).

Changes

  • Add shared types: MergeGateResult, GateResult
  • Create mergerGateService with evaluateGates function
  • Implement Gate 1 (issue_approval): checks for approved approvals on linked issue
  • Add GET /api/work-products/:id/merge-gates endpoint
  • Register workProductRoutes in app.ts
  • Add comprehensive tests for all gate states

Review

  • Reviewed in CHRA-2496
  • Re-reviewed and approved in CHRA-2497

Closes CHRA-2443

cryppadotta and others added 19 commits June 9, 2026 13:25
…i#7824)

## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents, work, and company context.
> - The board UI sidebar is the main way operators keep orientation
across companies, projects, agents, issues, and settings.
> - The existing fixed expanded sidebar competes with route-specific
navigation, especially company settings and plugin routes that bring
their own contextual sidebar.
> - A collapsible primary rail preserves global navigation while giving
contextual pages more horizontal room.
> - This pull request adds a persisted collapsed rail, hover/focus peek,
keyboard toggle, and a secondary sidebar takeover model for settings and
plugin `routeSidebar` surfaces.
> - The benefit is a denser board shell that keeps the app rail
available without replacing it when a route needs its own navigation.

## Linked Issues or Issue Description

Paperclip issue: PAP-10638 Create collapsible sidebar branch.

Related GitHub PR found during duplicate search: paperclipai#3838
(`feat/collapsible-sidebar`) covers a similar sidebar area but is a
different head branch and implementation. This PR intentionally packages
the work from `PAP-10638-collapsable-sidebar` into one reviewable
branch.

Problem description:

The board shell needs a first-class collapsed sidebar mode. Contextual
surfaces such as company settings and plugin route sidebars should not
replace the global app sidebar; they should collapse the app sidebar to
a rail and render their contextual navigation beside it.

## What Changed

- Added desktop collapsed/sidebar-peek state to `SidebarContext`,
including persisted user pins, route collapse requests, and forced
collapse for secondary-sidebar routes.
- Replaced the old resizable sidebar pane with `SidebarShell`, which
supports a fixed 64px rail, persisted expanded width, keyboard/pointer
resizing, and hover/focus peek overlay behavior.
- Updated `Sidebar`, sidebar nav items, project/agent sections, badges,
and account/company menu presentation for expanded, collapsed, and
peeking states.
- Added `RequestCollapsedSidebar` and `SecondarySidebar` so routes and
plugin `routeSidebar` slots can request contextual sidebar layouts
without replacing the primary app sidebar.
- Wired company settings and plugin route sidebars into the
secondary-pane takeover model.
- Added focused Vitest coverage for sidebar state precedence, shell
sizing, nav item rail rendering, keyboard shortcuts, layout takeover
behavior, and route collapse requests.
- Updated plugin authoring docs/spec references for route sidebar
behavior.

## Verification

Targeted local verification passed:

```sh
NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/context/SidebarContext.test.tsx ui/src/components/SidebarShell.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/RequestCollapsedSidebar.test.tsx ui/src/components/SidebarNavItem.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/KeyboardShortcutsCheatsheet.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx
```

Result: 10 test files passed, 88 tests passed.

Additional follow-up verification passed after review fixes:

```sh
NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/context/SidebarContext.test.tsx && pnpm --filter /ui typecheck
```

Result: 2 test files passed, 28 tests passed, and UI typecheck passed.

Latest PR-head remote checks: Paperclip PR workflow, Snyk, Socket, and
Greptile are green; commitperclip `review` is cancelled in its
security-gate step after filing a non-blocking neutral `security-review`
check.

Notes:

- A direct run without `NODE_ENV=test` loads React's production build in
this workspace, where `act` is unavailable; the command above matches
the repo stable runner's test environment.
- I did not run Playwright/browser e2e or full workspace build/typecheck
in this PR-creation heartbeat.
- QA screenshots are attached in
paperclipai#7824 (comment)
for expanded, collapsed rail, hover peek, and settings secondary-sidebar
states.

## Risks

- Medium UI layout risk: this changes the board shell and primary
sidebar composition across many routes.
- Local storage migration risk is low: new collapsed state uses a new
key and existing width storage remains scoped to the sidebar width.
- Plugin route risk: plugin `routeSidebar` slots now render as secondary
panes on desktop, so plugin authors should confirm their route sidebar
content fits a 240px contextual pane.
- Mobile risk appears low because mobile keeps the drawer model and
gates collapsed/peek behavior to desktop.

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

## Model Used

OpenAI Codex coding agent based on GPT-5, with local shell/git/GitHub
CLI tool use. Exact service-side model identifier and context window
were not exposed in this runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Summary

Adds the newly released Claude models from the [models
overview](https://platform.claude.com/docs/en/about-claude/models/overview)
to the `claude_local` adapter's model selector:

- **Claude Fable 5** (`claude-fable-5`) — generally available as of
2026-06-09, Anthropic's most capable widely-released model.
- **Claude Mythos 5** (`claude-mythos-5`) — limited availability
(Project Glasswing).

**Opus 4.8 stays first in the list so it remains the default selection**
— per the request, the new flagship models are *offered* but not
defaulted (not Fable, not Mythos).

## Changes

- `packages/adapters/claude-local/src/index.ts` — add `claude-fable-5`
and `claude-mythos-5` to the adapter model list, right after
`claude-opus-4-8`.
- `packages/adapters/claude-local/src/server/models.ts` — add the Fable
5 Bedrock identifier (`us.anthropic.claude-fable-5-v1`) to the Bedrock
fallback list. Mythos 5 is limited-availability on Bedrock, so it's
intentionally left out of that fallback.
- `server/src/__tests__/adapter-models.test.ts` — assert the new models
are present and that `claude-opus-4-8` remains first (the default).

These flow through the single `claudeModels` source, so they also appear
in the ACPX combined list (`registry.ts` prefixes them with `Claude:`)
and are recognized by the ACPX Claude model filter. The UI selector
reads models dynamically from the adapter, so no UI changes are needed.

## Testing

- `npx vitest run src/__tests__/adapter-models.test.ts` — 13 passed.

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

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
## Summary

Adds the user-facing stable release changelog for **v2026.609.0**
(released 2026-06-09), generated per
`.agents/skills/release-changelog/SKILL.md` from the diff between
`v2026.529.0` (last stable) and `origin/master` — 119 non-merge commits.

## Highlights covered
- Company Artifacts (page, task-stack grouping, playback, video
thumbnails)
- Collapsible sidebar rail and takeover panes
- Rich issue attachments with video
- Checkbox confirmation interactions
- Information Architecture refresh (experimental) + instance settings
under company settings
- Automated PR quality/security gates + low-trust review containment

## Notes
- No breaking changes — all 5 new migrations (0094–0098) are additive
(backfills, tombstones, annotation links, source-trust tagging, project
icon).
- Contributor list excludes founders and bots per skill rules.

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

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
…i#7839)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release workflow publishes canary npm packages on every push to
`master`
> - The failing canary job built successfully and published several
packages before npm failed on `@paperclipai/mcp-server`
> - The concrete failure was npm trusted-publishing provenance returning
`TLOG_CREATE_ENTRY_ERROR` because an equivalent Sigstore
transparency-log entry already existed
> - The package version was not visible on npm afterward, so the release
script could not safely treat that error as success by itself
> - This pull request adds a narrow recovery path for that npm
provenance failure and keeps the existing registry verification as the
final source of truth
> - The benefit is that transient duplicate transparency-log failures do
not break canary publication when a package can be republished without
provenance or is already visible on npm

## Linked Issues or Issue Description

Bug fix, no public GitHub issue found in duplicate search.

- What happened: the Release workflow canary publish failed in
`publish_canary` after npm returned `TLOG_CREATE_ENTRY_ERROR` while
publishing `@paperclipai/mcp-server@2026.609.0-canary.2`.
- Expected behavior: canary publishing should either recover from npm's
duplicate transparency-log failure when the package can still be
published, or fail later in registry verification if the package never
appears.
- Steps to reproduce: inspect
https://github.com/paperclipai/paperclip/actions/runs/27230012891/job/80411422155
from push `05cb18cf28074a6d1074c7575c5a44133146e368`.
- Deployment mode: GitHub Actions Release workflow, npm trusted
publishing.
- Duplicate search: no open PRs or issues found for `canary publish TLOG
provenance release` or the failing run/job IDs.

## What Changed

- Added `publish_package_to_npm` in `scripts/release-lib.sh` to wrap
canary/stable package publishing.
- Detects npm's duplicate Sigstore transparency-log error and checks
whether the package version is already visible on npm.
- Retries that exact package once with `--provenance=false` when npm hit
the duplicate tlog error but the version is not visible yet.
- Keeps unrelated publish failures as hard failures.
- Added shell-helper tests with fake `pnpm` and `npm` commands, and
included them in `pnpm test:release-registry`.

## Verification

- `node --test scripts/release-lib.test.mjs`
- `pnpm test:release-registry`
- Confirmed `pnpm publish --dry-run --no-git-checks --tag canary
--access public --provenance=false` is accepted by pnpm 9.15.4.

## Risks

- Low risk: the recovery only triggers when npm output contains both
`TLOG_CREATE_ENTRY_ERROR` and the duplicate transparency-log message.
- Publishing without provenance is a fallback for canary continuity; if
npm still does not expose the package, the existing registry
verification step still fails the release.
- The same helper is used by stable publishing too, but only for this
exact npm provenance failure path.

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

This is a release reliability bug fix. I checked `ROADMAP.md`; it does
not duplicate planned core product work.

## Model Used

OpenAI Codex coding agent, GPT-5-class model, tool-enabled local shell
and GitHub CLI workflow, medium reasoning mode.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Each agent is woken via the heartbeat scheduler — `heartbeat_timer`
for periodic interval wakes, `issue_assigned` / `execution_*` /
`issue_commented` for event-driven wakes
> - The heartbeat reuses the prior task session by default; only
specific wake reasons trigger a fresh session via
`shouldResetTaskSessionForWake` (assignment, review, approval,
changes-requested) or explicit `forceFreshSession`
> - In CEO run `292a5fd1`, repeated context compaction warnings appeared
near the 64k threshold for the long-lived manager session — symptomatic
of repeated `heartbeat_timer` wakes accumulating low-value "checked,
nothing new" inbox-scan traces inside one ever-growing session
> - PF-4 in the 2026-04-16 hangeul-school operational issue set asks for
a compaction-aware session freshness policy: "manager sessions can
rotate before low-value compaction pressure accumulates" and "repeated
timer wakes do not indefinitely bloat the same session"
> - This pull request adds `wakeReason === "heartbeat_timer"` to both
`shouldResetTaskSessionForWake` and `describeSessionResetReason`, so
each interval wake starts fresh and the run log explicitly records why.
Event-driven wakes (`issue_commented`, `transient_failure_retry`, etc.)
keep their existing reuse behavior.
> - The benefit is that timer wakes — which are exploratory and carry no
continuation state — stop bloating long-lived manager sessions.
Compaction pressure that previously accumulated across N timer wakes is
now bounded to a single interval's worth of context.

## Linked Issues or Issue Description

No external GitHub issue is linked. Describing the problem inline
following the bug-report template:

**What happened:** Long-lived manager/CEO agent sessions hit the 64k
context-compaction threshold after many `heartbeat_timer` wakes
accumulated low-value inbox-scan traces inside one ever-growing task
session. Reproduced in CEO run `292a5fd1`.

**Expected behavior:** Periodic timer wakes — which carry no
continuation state — should not indefinitely bloat the same session. The
heartbeat should rotate sessions on timer wakes the way it already does
on assignment/review/approval/changes-requested wakes.

**Actual behavior:** `shouldResetTaskSessionForWake` only reset on
`issue_assigned`, `execution_review_requested`,
`execution_approval_requested`, `execution_changes_requested`, or
explicit `forceFreshSession`. `heartbeat_timer` reused the prior session
indefinitely, causing compaction pressure.

**Scope of fix:** Add `heartbeat_timer` to the reset list and to
`describeSessionResetReason` so the run log records why. Event-driven
wakes keep their existing reuse behavior.

## What Changed

- `shouldResetTaskSessionForWake` (`server/src/services/heartbeat.ts`)
now also returns `true` when `wakeReason === "heartbeat_timer"`. The
existing reset reasons (`issue_assigned`, `execution_review_requested`,
`execution_approval_requested`, `execution_changes_requested`,
`forceFreshSession`) are unchanged.
- `describeSessionResetReason` returns a paired explanation `"wake
reason is heartbeat_timer (timer-driven wake starts fresh)"` so run logs
make session reset behavior legible.
- `describeSessionResetReason` was promoted from internal to `export` so
the paired contract can be unit-tested directly alongside
`shouldResetTaskSessionForWake`. This is the only API surface change in
this PR.

Wake reasons whose reuse behavior is intentionally **unchanged**:
- `issue_commented` — the comment is the reason to engage; continuation
context matters
- `issue_comment_mentioned` — same rationale
- `transient_failure_retry` — resuming a previously-failed run; want
continuity
- `process_lost_retry` — resuming after process loss; want continuity
- `missing_issue_comment`, recovery reasons — out of scope; can be
revisited as follow-ups if observed bloat shows up

## Verification

```bash
cd server
pnpm vitest run src/__tests__/heartbeat-timer-wake-session-reset-pf4.test.ts
# 12/12 pass

pnpm vitest run \
  src/__tests__/heartbeat-stale-queue-invalidation.test.ts \
  src/__tests__/heartbeat-process-recovery.test.ts \
  src/__tests__/heartbeat-comment-wake-batching.test.ts
# 48/48 adjacent heartbeat tests pass
```

The 12 new tests assert:
1. `shouldResetTaskSessionForWake` resets on `heartbeat_timer`
2. `shouldResetTaskSessionForWake` still resets on the four existing
reasons
3. `forceFreshSession === true` still triggers reset
4. `issue_commented`, `transient_failure_retry`, unknown reasons, and
null/undefined context do **not** trigger reset
5. `describeSessionResetReason` describes `heartbeat_timer` explicitly
so logs are legible
6. `describeSessionResetReason` keeps the exact wording for the four
existing reasons
7. `describeSessionResetReason` returns the `forceFreshSession` message
8. `describeSessionResetReason` returns `null` for non-resetting reasons
9. **Parity invariant**: the two functions agree on every input —
`describeSessionResetReason(ctx)` is non-null iff
`shouldResetTaskSessionForWake(ctx)` returns true. This locks the pair
so future changes to one must update the other.

## Risks

- **Low–medium.** This changes behavior for every `heartbeat_timer` wake
on every agent: the prior task session is no longer reused.
- For **manager / CEO agents** (the documented case): this is the
intended improvement. Timer wakes carry no continuation state for these
roles.
- For **worker agents** that may have used timer wakes to resume
in-flight work: any genuine continuation should already be triggered by
issue/execution wake reasons (which still reuse) or by an active
checkout being resumed via `process_lost_retry` /
`transient_failure_retry`. Timer wakes themselves do not create
checkouts.
- If a deployment relied on timer wakes to preserve mid-task context —
which is fragile by design — the right path is to switch to a non-timer
wake reason or accept the reset. The PR doesn't add a new opt-out flag
because the goal is to bound session size; introducing an opt-out would
re-open the bloat path this PR is closing.
- No schema or API surface change beyond exporting
`describeSessionResetReason`. No migration. No client-visible API
change.

## Model Used

Claude Opus 4.7 (1M context), model ID `claude-opus-4-7[1m]`. Used in
interactive Claude Code session with extended reasoning, tool use
(Read/Edit/Write/Bash), and verification gates between exploration → fix
→ tests → push.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched the open PR list for similar/duplicate work —
distinct from paperclipai#4080 (force-fresh follow-up wake — codex/general) and
paperclipai#4195 (codex session reset on model change); this PR specifically
targets the `heartbeat_timer` reuse path
- [x] I have run tests locally and they pass (12 new + 48 adjacent = 60
tests, no regressions)
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots — N/A, server-only change
- [x] I have updated relevant documentation to reflect my changes — none
needed; the new export carries clear semantics and the run log message
is self-explanatory
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Irene <irene@users.noreply.github.com>
Co-authored-by: Devin Foley <devin@devinfoley.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
…0732) (paperclipai#7848)

## Summary

Rebuilds the routine detail page as **variation C** — a sub-sidebar
shell that splits the page into **ROUTINE** (Overview · Triggers ·
Variables · Secrets · Delivery) and **OPERATE** (Runs · Activity ·
History), per the engineering spec on PAP-10730. Replaces the previous
5-tab `?tab=…` layout in `ui/src/pages/RoutineDetail.tsx`.

Implements PAP-10732. Design source of truth: PAP-10730 `spec` document;
approved direction PAP-10709.

## What changed

- **Routing** (`ui/src/App.tsx`): real sub-routes under
`routines/:routineId/:section`. Bare `/routines/:id` redirects to the
last-viewed section (`localStorage`) or `overview`; old `?tab=…` URLs
redirect to the matching section for back-compat. Every section URL is
bookmarkable.
- **Shell** (`RoutineDetail.tsx`): slim 56px sticky header (title +
managed-by-plugin chip + Run / Active toggle), page-local sub-sidebar,
full-canvas section body, per-section sticky save bar. All routine
state/mutations stay in the shell and flow to sections via a
`RoutineDetailContext`.
- **New components**: `RoutineSubSidebar` (+ mobile `<Select>` picker,
roving keyboard nav), `RoutineSaveBar` (scoped dirty count, ⌘/Ctrl+S
save, Esc-discard confirm, 409 conflict recovery with Reload /
Overwrite), `RadioCard` primitive (Delivery), `RoutineTriggerCard`
(extracted from the inline editor, with human-readable cron),
`RoutineActivityRow` (expandable JSON), `lib/cron-readable`, and the
per-section components.
- **Reuse**: History mounts the existing `RoutineHistoryTab`; Variables
mounts `RoutineVariablesEditor` with a provenance banner; Secrets reuses
`EnvVarEditor` + the one-time reveal banner. No backend or schema
changes.
- **States**: per-section loading/empty/error/save-conflict and
read-only strip scaffolding (§1.6).

## Testing

- New unit tests: sub-sidebar navigation/active/dirty markers, save-bar
dirty + ⌘S + conflict recovery, cron helper.
- Existing routine tests still pass: `Routines.test.tsx`,
`RoutineHistoryTab.test.tsx`, `RoutineRunVariablesDialog.test.tsx`.
- `vitest run` (routine scope): **36 passed**. Production `vite build`:
**green**.
- Screenshots at 1440×900 + 390×844 attached to
[PAP-10732](https://example.invalid) (rendered via a new Storybook story
with fixture data).

## Out of scope (per spec)

- `/routines` list-page redo (follow-up).
- Non-owner secret-value visibility (Open Q6 — CEO escalation; built
with the spec default).

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is issue-centered, and reviewers often need to inspect
files, artifacts, and path references produced during that work.
> - Before this branch, workspace-relative paths and artifact file
references were not first-class inspectable objects in the board UI.
> - Safe file viewing needs shared resource contracts, server-side
workspace boundary checks, and UI that opens files without exposing
arbitrary host paths.
> - The workspace file viewer branch needed to stay as one active PR and
be rebased onto current `paperclipai/paperclip:master` for review.
> - This pull request adds the workspace file resource API, issue-page
file viewer and browser, markdown file-reference links, and artifact
file chips.
> - The benefit is that board users can inspect relevant files from
issue context while preserving workspace boundaries and auditability.

## Linked Issues or Issue Description

No public GitHub issue exists for this branch. Internal Paperclip
issues: `PAP-1953`, `PAP-10539`, `PAP-10733`.

Problem / motivation:
- Board users need to open workspace-relative files mentioned by agents
or attached as work-product metadata without switching to a terminal.
- The UI needs to support both direct file-path opening and workspace
browsing/searching from an issue page.
- The server must enforce company access, workspace boundaries, size
limits, rate limits, and safe audit logging.

Related PR:
- Prior closed attempt: paperclipai#4442
- Single active PR for this branch: paperclipai#7681

## What Changed

- Added shared workspace file resource types, validators, and
workspace-file `resourceRef` metadata validation for work products.
- Added server routes/services for resolving, listing, and previewing
workspace-relative files with access checks, scan caps, list-specific
limits, and audit logging.
- Added the issue file viewer provider, sheet, workspace browser,
command-palette action, markdown workspace-file autolinks, and artifact
file chips.
- Updated issue workspace UI and stories/tests for file browsing and
workspace file opening.
- Rebased the branch onto current `paperclipai/paperclip:master` and
updated the existing single PR branch.
- Addressed current-head Greptile follow-ups by applying `offset`
consistently across search/recent/changed file listings, restoring
stopped-service port ownership checks before auto-port reuse, and
stabilizing the workspace browser pagination test.

## Verification

Current local verification after rebase to `public/master`:
- `pnpm exec vitest run packages/shared/src/work-product.test.ts
server/src/__tests__/file-resources.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/FileViewerSheet.test.tsx
ui/src/components/FileViewerSheet.copy.test.tsx
ui/src/components/WorkspaceFileBrowser.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.test.tsx
ui/src/context/FileViewerContext.test.ts
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-parser.test.ts
ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197
tests passed.
- `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server
--filter @paperclipai/ui typecheck` - passed.
- `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx`
- 1 file passed, 25 tests passed.
- `pnpm exec vitest run server/src/__tests__/file-resources.test.ts
server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90
tests passed.
- `pnpm -r --filter @paperclipai/server typecheck` - passed.
- Confirmed branch is `0` behind and `46` ahead of current
`public/master` after rebase and follow-up commits.
- Confirmed the PR diff does not include `pnpm-lock.yaml`.
- Confirmed the PR diff does not include `.github/workflows` changes.
- Searched GitHub for duplicate or related workspace file viewer
PRs/issues; paperclipai#4442 is the prior closed attempt and this PR is the single
active PR for the branch.
- No screenshots were committed; the task explicitly asked not to add
design screenshots or images unless they were part of the work.

Current remote verification on head
`a698a7bc10137baf7d25bd5722e1d6e0343387c1`:
- Greptile Review - success, 64 files reviewed, 0 comments added, no
unresolved Greptile review threads.
- PR workflow `verify` - success.
- Typecheck + Release Registry, General tests, workspace test shards,
serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk -
success.
- `security-review` - neutral, with output saying a draft advisory was
filed for maintainer review and is not a merge block.
- `commitperclip PR Review / review` - cancelled after the security gate
detected flags and timed out while creating/reviewing the advisory. I
reran it once and it cancelled the same way; no actionable code/test
failure was exposed in the job logs.

## Risks

- This is a broad UI/server feature PR, so review needs to pay attention
to route authorization, workspace boundary handling, and markdown
autolink false positives.
- Workspace browsing intentionally caps list results and scan depth;
very large workspaces may require users to refine search terms.
- Remote workspace preview remains unavailable until remote file-access
support is implemented.
- The neutral commitperclip security-review advisory needs maintainer
review, but the check output says it is not a merge block.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent in a Paperclip/Codex local tool-use
environment, medium reasoning, with shell/GitHub CLI tool use for branch
inspection, verification, rebase, PR update, Greptile review, and CI
inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
…aperclipai#7847)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The commitperclip review workflow runs a security gate as part of CI
on every PR
> - The security script's header promises it always exits 0 and stays
silent/informational, but PRs that triggered a flag were failing with a
5-minute timeout
> - Two compounding bugs: `findExistingDraftAdvisory` paginated without
an upper bound, and the workflow step did not have `continue-on-error:
true`, so any hang inside the script turned into a hard `review` check
failure that blocked merge
> - This pull request caps the advisory pagination at 20 pages and adds
`continue-on-error: true` to the workflow step, aligning runtime
behavior with the script's documented "always exit 0" contract
> - The benefit is that future PRs flagged by the security gate no
longer block merge on a 5-minute timeout, and the gate stays
silent/informational as intended

## Linked Issues or Issue Description

Fixes: paperclipai#7849

## What Changed

- `.github/workflows/commitperclip-review.yml`: added
`continue-on-error: true` to the `Run security gates` step so a hang or
non-zero exit cannot fail the `review` check (matches the script's
documented "always exit 0" contract).
- `.github/scripts/check-pr-security.mjs`: capped
`findExistingDraftAdvisory` pagination at 20 pages (= 2000 advisories)
and short-circuited with a `console.warn` when the cap is hit; if no
match is found within the cap, callers will simply create a new draft
instead of hanging forever.
- `.github/scripts/tests/check-pr-security.test.mjs`: added a test
asserting the pagination cap is enforced.

## Verification

- `node .github/scripts/tests/check-pr-security.test.mjs` — 31/31 pass,
including the new cap test.
- Step-level guarantee: `continue-on-error: true` makes the `Run
security gates` step non-blocking for the job, so even an unexpected
hang/timeout in this step can no longer fail the `review` check.

## Risks

- Low risk. Pagination cap is a defensive bound; the worst case is a
duplicate draft advisory (acceptable — the workflow continues).
`continue-on-error: true` is exactly what the script header already
promised; the workflow now matches its stated contract.

## Model Used

- Claude (claude-opus-4-7), extended thinking, tool use

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
…detect + clearSession) (paperclipai#5972)

## Thinking Path

> - Paperclip's `claude_local` adapter persists Claude Code session
jsonls under `~/.claude/projects/…/{sessionId}.jsonl` and resumes them
on the next heartbeat
> - When Claude Code injects `<synthetic>` placeholder assistant
messages (after rate-limit, max-turn exhaustion, or transient-upstream
failures) those placeholders get UUID-format `message.id`s rather than
`msg_…`-format ids
> - On the next `--resume`, Claude Code passes that UUID as
`previous_message_id` and Anthropic's API rejects it with a 400:
``diagnostics.previous_message_id: must be the `id` from a prior
/v1/messages response (starts with `msg_`)``
> - The adapter had a session-rotation fallback only for "unknown
session" errors, so the poisoned session was `--resume`-d indefinitely
and the agent flipped between `idle` and `error` every heartbeat
> - Even worse, the *result* event of the failing run still carried a
`session_id`, and the adapter was persisting that id into the
issue-scoped session store (`agentTaskSessions`). So even after we
detected the 400, every subsequent continuation re-loaded the same
poisoned id and hit the same 400 again — the issue was permanently
stranded
> - We observed this on multiple agents in our deployment; the only
manual fix was to rename the `.jsonl`, which is not a viable long-term
workaround
> - This PR detects the 400, runs the same session-rotation fallback the
unknown-session path uses **and** stops persisting the poisoned id, so
the next attempt starts genuinely fresh

## Linked Issues or Issue Description

No external GitHub issue is linked. Describing the problem inline
following the bug-report template:

**What happened:** `claude_local` agents flipped between `idle` and
`error` on every heartbeat because the persisted session jsonl carried a
synthetic UUID `previous_message_id` (from `<synthetic>` assistant
placeholders injected after rate-limit/max-turn/upstream errors).
Anthropic's API rejected every `--resume` with a 400:
``diagnostics.previous_message_id: must be the `id` from a prior
/v1/messages response (starts with `msg_`)``.

**Expected behavior:** When the persisted session is poisoned and
unrecoverable, the adapter should rotate to a fresh session — the same
fallback path already used for unknown-session errors — and stop
re-persisting the poisoned `session_id`.

**Actual behavior:** The session-rotation fallback only matched the
"unknown session" pattern, so the poisoned session was `--resume`-d
forever. The result event of the failing run still carried `session_id`,
which was being persisted into `agentTaskSessions`, so every subsequent
continuation reloaded the same poisoned id and hit the same 400.

**Reproduction:** Inject any flow that causes Claude Code to emit a
`<synthetic>` placeholder (rate-limit, max-turn exhaustion, transient
upstream failure). The next `--resume` will fail with the 400 and the
agent will not self-recover.

**Scope of fix:** Add a `previous_message_id` 400 detector; route it
through the existing unknown-session fallback; drop the poisoned
`sessionId` and emit `clearSession: true` so the heartbeat service wipes
the persisted row; best-effort delete the local poisoned `.jsonl`.

## What Changed

Two commits:

1. **`adapter-claude-local: auto-rotate session on previous_message_id
400 (synthetic-msg poisoning)`** — detector + execute-time rotation
2. **`adapter-claude-local: guard against persisting poisoned
sessionId`** — validate-before-persist + `clearSession`

Combined diff:

- `parse.ts`: new `isClaudePoisonedPreviousMessageIdError(parsed)`
matching ``/diagnostics\.previous_message_id.*starts with `msg_`/i``
against `parsed.result` and `extractClaudeErrorMessages(parsed)`
- `parse.ts`: `isClaudeTransientUpstreamError()` excludes the new error
from transient classification so it isn't masked as retryable upstream
noise
- `execute.ts`: expand the resume-fallback branch so it triggers on both
`isClaudeUnknownSessionError` and the new
`isClaudePoisonedPreviousMessageIdError`, with a distinct log line
(`"returned a poisoned message-id"` vs `"is unavailable"`)
- `execute.ts`: for local (non-remote) execution targets, best-effort
delete the poisoned `~/.claude/projects/.../{sessionId}.jsonl` before
retrying so the file can't be accidentally resumed by an out-of-band
caller. The `fs.unlink` and follow-up log call are in separate try/catch
blocks so a closed log stream cannot mask a successful unlink (and vice
versa)
- `execute.ts` / `toAdapterResult`: when a result carries the poisoned
400, **drop** `sessionId`/`sessionParams`/`sessionDisplayId` (return
`null`) and emit `clearSession: true` so the heartbeat service's
`resolveNextSessionState` wipes the persisted row. The result also
surfaces `errorCode: "claude_poisoned_previous_message_id"` for
observability
- `docs/adapters/claude-local.md`: runbook entry — symptom,
auto-recovery flow, on-call checklist
- Tests:
- 4 new `parse.test.ts` cases covering positive detection in `result`
and `errors[]`, negative cases, and non-transient classification
- 3 new `claude-local-execute.test.ts` cases: (a) fresh run reports the
poisoned error → sessionId dropped + `clearSession: true`; (b) recovery
retry also reports the poisoned error → same guards apply; (c)
session-rotation success on retry

## Verification

```bash
pnpm --filter @paperclipai/adapter-claude-local exec vitest run src/server/parse.test.ts
pnpm --filter @paperclipai/server exec vitest run src/__tests__/claude-local-execute.test.ts
```

Both suites green locally. This patch is also currently running as a
hot-patch over the published `2026.513.0` adapter on the reporting
deployment — sessions that previously looped indefinitely now
self-recover on the first heartbeat after the 400 surfaces.

## Risks

- Low risk. The detector is conservative (regex over `result` +
`errors[]` only) and the rotation reuses the existing unknown-session
fallback path
- The local-only `fs.unlink` of the poisoned `.jsonl` is wrapped in
`try/catch` and ignored on failure — strictly an optimization; the
server-side session clear is the authoritative reset
- Remote execution targets (`executionTargetIsRemote`) skip the disk
cleanup because the file lives on a remote host that we can't safely
reach from the adapter
- The `clearSession: true` + nulled session fields path is a no-op on
healthy runs; it only fires when the new detector matches, so existing
successful continuations are unaffected
- No DB schema changes, no public API changes, no new dependencies

## Model Used

- Provider: Anthropic Claude
- Model: `claude-opus-4-7` (Opus 4.7)
- Context window: 1M
- Capabilities: extended reasoning, tool use, code execution
- Role: implemented the detector, expanded the fallback branch, added
the persist-guard + `clearSession`, wrote the unit + integration tests,
validated locally, and applied the equivalent hot-patch to the deployed
`2026.513.0` install while this PR is in review

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for similar or duplicate PRs and linked
them — closed paperclipai#2295, paperclipai#2361, paperclipai#3572, paperclipai#5438 as duplicates of this canonical
fix; complementary fixes paperclipai#4838 (heartbeat_timer reset) and paperclipai#4932 (gemini
context-overflow rotation) target different code paths
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots — N/A, adapter-only change
- [x] I have updated relevant documentation
(`docs/adapters/claude-local.md` runbook entry)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Danial Jawaid <danial.jawaid@gmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
…erclipai#7854)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has a bottom-left account flyout menu where users reach
profile, docs, and the light/dark toggle
> - There was no in-product way for users to send feedback or report
issues — they had to find an external channel
> - We want a low-friction, always-visible entry point for feedback, and
a clean URL we can re-point later without shipping app changes
> - This pull request adds a **Feedback** item (Megaphone icon) to the
account flyout, between Documentation and the theme toggle, that opens
`https://paperclip.ing/feedback` in a new tab
> - `paperclip.ing/feedback` is a stable indirection (added to the
marketing site) that currently 302-redirects to a Google Form, so the
destination can be swapped for a richer solution later with no app
release
> - The benefit is a one-click feedback path for users and a
future-proof link the team controls

## Linked Issues or Issue Description

No public GitHub issue exists (tracked internally as Paperclip PAP-107).
Describing the underlying request inline as a feature, per
CONTRIBUTING.md path (B):

### Problem or motivation

Users have no in-app affordance to give feedback or report issues; that
friction loses signal we'd otherwise act on.

### Proposed solution

Add a Feedback item to the account flyout (Megaphone icon, between
Documentation and the theme toggle) that opens a stable
`paperclip.ing/feedback` URL in a new tab. That URL redirects to a
Google Form for now, keeping the client decoupled from the destination.

### Alternatives considered

Linking the Google Form directly from the app — rejected because it
bakes a throwaway URL into the client; the `/feedback` indirection keeps
the link clean and swappable.

### Roadmap alignment

Small, self-contained UX addition; no overlap with planned core work
(checked ROADMAP.md). The `/feedback` redirect lives in the separate
`paperclip-website` repo (Astro site on Cloudflare Pages), commit
`f65b566`. No duplicate/related PRs found in this repo (searched
feedback/flyout/menu).

## What Changed

- `ui/src/components/SidebarAccountMenu.tsx`: import `Megaphone` from
`lucide-react`; add `FEEDBACK_URL = "https://paperclip.ing/feedback"`
const next to `DOCS_URL`; insert a `Feedback` `MenuAction` between
Documentation and the theme toggle using the `external` prop so it opens
in a new tab (`target="_blank"`, `rel="noreferrer"`) and closes the
popover on click.
- `ui/src/components/SidebarAccountMenu.test.tsx`: assert the Feedback
item renders with the correct `href`, opens in a new tab, and is ordered
after Documentation and before the theme toggle.
- (Separate repo, for context) `paperclip-website` `public/_redirects`:
`/feedback` → 302 → the feedback Google Form.

## Verification

- **Unit tests:** `SidebarAccountMenu` tests pass (item renders, correct
`href`, `target="_blank"`, ordering). Run: `cd ui && npm test --
SidebarAccountMenu`.
- **Manual / canary:** The board previewed the canary build of the menu
item and accepted it. Clicking **Feedback** opens a new tab to
`paperclip.ing/feedback`.
- **Redirect:** After the Cloudflare Pages deploy propagates, `curl -sI
https://paperclip.ing/feedback` returns the Google Form in the
`Location` header.

_Screenshots:_ UI change was validated via the accepted canary preview;
the item reuses the existing `MenuAction` styling, so it visually
matches the Documentation/theme rows.

## Risks

- **Low risk.** Additive, self-contained UI change with no new state or
API calls. The only external dependency is the `paperclip.ing/feedback`
redirect (separate repo, already deployed); if it were missing the link
would 404, but it is in place. No migrations, no breaking changes.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR.

## Model Used

- **Claude (Anthropic).** PR authoring/orchestration:
**claude-opus-4-8** (extended thinking + tool use). The implementation
commit `b454a12d` was produced with assistance from
**claude-sonnet-4-6**. All changes reviewed before pushing.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Routines are the recurring-work surface that lets a company keep
operating without a human manually kicking off every task
> - The base routine detail Variation C shell already landed in paperclipai#7848,
but the follow-up branch still had polish work for scheduling, section
ergonomics, and the list layout
> - Operators need routine edit screens to explain trigger behavior
clearly, keep long detail pages usable on mobile/touch devices, and make
grouped routine lists easier to scan
> - This pull request rebases the remaining branch work onto current
`master`, drops the duplicate commits already merged through paperclipai#7848, and
keeps only the new routine UI follow-ups
> - The benefit is a cleaner routines workflow without reopening the
already-merged shell work or carrying unrelated lockfile, workflow, or
screenshot changes

## Linked Issues or Issue Description

Refs paperclipai#7848

Feature follow-up: polish the routines UI after the Variation C
routine-detail shell landed.

Problem / motivation:

- Routine trigger configuration needs clearer previews for manual,
schedule, API, and webhook execution modes.
- Routine detail sections need better responsive spacing and touch
ergonomics.
- The routines list grouping should scan like grouped records instead of
a table with heavy row dividers.
- The routine tests need a React 19-compatible render helper so the
focused routine suite can run in this workspace.

Proposed solution:

- Add cron-fire preview helpers and routine-run display helpers with
focused tests.
- Expand the routine editable and operate sections with richer trigger,
variable, run, activity, and history presentation.
- Adjust the routine detail shell and sub-sidebar spacing for
mobile/touch layout.
- Update grouped routine list presentation to use bordered group headers
with borderless rows.
- Switch affected routine tests to the repo's `flushSync` render-helper
pattern.

Alternatives considered:

- Leaving the duplicate pre-paperclipai#7848 commits in the branch would recreate
conflicts and make the PR review much larger than the remaining change.
- Keeping grouped routine rows inside one bordered table was simpler,
but made the grouping hierarchy less legible.

Roadmap alignment:

- ROADMAP.md lists Scheduled Routines as a core shipped capability and
Output/Enforced Outcomes as ongoing priorities. This is polish on that
existing routines capability, not a new roadmap-level feature.

## What Changed

- Added routine scheduling preview helpers and tests for
cron/manual/API/webhook fire-policy display.
- Added routine run display helpers and tests for deduped trigger labels
and run-row subtitles.
- Polished routine detail sections, including trigger summaries, operate
views, and env/variable editing ergonomics.
- Adjusted routine detail page and sub-sidebar spacing so the
title/header area is less pinned and touch layouts center better.
- Reworked the routines list grouped layout so group headers are
bordered cards and routine rows are borderless inside each group.
- Added Storybook coverage for the routines list grouped layout and
updated the existing routine detail story.
- Repaired routine tests to use `flushSync` helpers compatible with the
installed React 19 runtime.

## Verification

- `pnpm exec vitest run ui/src/lib/cron-fires.test.ts
ui/src/lib/routine-run-display.test.ts ui/src/pages/Routines.test.tsx
ui/src/components/RoutineSubSidebar.test.tsx
ui/src/components/RoutineSaveBar.test.tsx`
  - Result: 5 test files passed, 37 tests passed.
- Confirmed the rebased PR diff does not include `pnpm-lock.yaml`,
`.github/workflows/*`, or committed screenshots.
- Confirmed `origin/master` is an ancestor of the pushed branch head
after rebase.

## Risks

- Medium UI risk: this touches the routine detail and routine list
surfaces, so visual regressions are possible in edge cases not covered
by the focused tests.
- Low data risk: no schema, migration, server API, or lockfile changes
are included.
- Review note: the branch intentionally force-pushed after rebasing
because the original first three commits were already merged through
paperclipai#7848.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent runtime, with repository
shell/tool access. Exact hosted runtime model identifier and
context-window size were not exposed in the execution environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
…ipai#4080)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat service governs how agent wake events get queued,
deferred, or folded into the currently-running adapter run
> - `forceFreshSession: true` wakes on a same-agent/same-issue path get
silently folded into the active run, so callers can never request a true
cold-start follow-up
> - This breaks phased workflows that need to drop a poisoned session
and restart cleanly on the same issue without bouncing to another agent
> - This PR extracts the existing same-issue follow-up decision into
`shouldDeferFollowupWakeForSameIssue` and extends it to also defer
`forceFreshSession: true` wakes into a follow-up run boundary
> - The benefit is that `forceFreshSession` now behaves as documented:
it actually starts a fresh session, even when the wake targets the same
agent/issue/runtime that is currently executing

## Linked Issues or Issue Description

**What happened?**

A wake event posted with `forceFreshSession: true` against an issue
whose current adapter run is still `running` on the same execution agent
is silently coalesced into that in-flight run instead of starting a cold
session. Callers that explicitly request a fresh-session reset see no
behavior change until the run naturally completes.

**Expected behavior**

`forceFreshSession: true` should always force a fresh session start,
even when the wake targets the same agent/issue that is currently
executing. The wake should defer into a follow-up run boundary if the
current run is still in-flight.

**Steps to reproduce**

1. Start an adapter run for some issue.
2. While the run is still `running`, post a wake event for the same
issue/agent with `forceFreshSession: true`.
3. Observe: the active run continues without resetting the session; the
fresh-session signal is dropped.

## What Changed

- Extracted same-issue follow-up decision into exported helper
`shouldDeferFollowupWakeForSameIssue` in
`server/src/services/heartbeat.ts`
- Extended that helper so `forceFreshSession: true` (not only
`wakeCommentId`) defers into a follow-up run when the current run is
still `running` for the same execution agent
- Added stickiness to `mergeCoalescedContextSnapshot`: if either side of
a wake-merge has `forceFreshSession: true`, the merged snapshot keeps it
set so it is not silently dropped while queued wakes coalesce
- Added five unit tests in `heartbeat-workspace-session.test.ts`
covering each decision branch of the helper

## Verification

- `pnpm --filter @paperclipai/server test
src/__tests__/heartbeat-workspace-session.test.ts`
- `pnpm --filter @paperclipai/server typecheck`

## Risks

Low. Behavior change only affects the narrow case where a
same-agent/same-issue wake carries `forceFreshSession: true` while the
active run is still `running`. Other wake paths (cross-agent,
queued/failed runs) are untouched. The helper extraction is a pure
refactor preserving the prior comment-wake deferral.

## Model Used

Claude (Opus 4.7) — extended thinking enabled, used to extract the
helper, extend the deferral condition to cover `forceFreshSession`, and
write unit coverage.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A — no UI changes)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (in progress)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
…ipai#7855)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread is the operator surface where comments, assignee
changes, pauses, resumes, and wakeups turn human intent into agent
execution.
> - Interrupting a live run and handing work to another assignee needs
clear semantics so the product does not accidentally keep work alive,
wake the wrong participant, or hide why an agent stopped.
> - Comment-driven wakes also need strict boundaries so closed, blocked,
and dependency-driven work only resumes when there is real actionable
input.
> - This pull request codifies the interrupt handoff contract,
implements backend scheduling behavior, and gives the UI clearer
handoff/pause language.
> - The benefit is a more inspectable and predictable task lifecycle for
both operators and agents.

## Linked Issues or Issue Description

Paperclip issue: `PAP-10664` / `PAP-10751`.

Problem: interrupting or reassigning live agent work could be ambiguous
in the UI and backend. Operators needed clearer feedback about whether a
handoff wakes an agent, what pause/cancel affects, and when comments
should revive execution. The backend also needed stronger tests around
comment wake boundaries, retry supersession, and structured agent
mention dispatch.

Related GitHub PR search found broad workflow-adjacent PRs paperclipai#5082, paperclipai#6359,
and paperclipai#4083, but no exact duplicate for this head branch or
interrupt-handoff scope.

## What Changed

- Added an interrupt handoff semantics document covering destination
behavior, wake expectations, and live-run interruption states.
- Implemented backend interrupt handoff behavior and comment wake/reopen
handling in issue routes/services and heartbeat scheduling.
- Hardened structured agent mention dispatch so mentions resolve through
the intended dispatch path.
- Added UI helpers and components for handoff chips, wake rows,
interrupt banners, pause-affects summaries, and composer guidance.
- Updated the issue properties assignee picker and issue chat/composer
surfaces to make interrupt/reassign behavior clearer.
- Added backend, UI utility, component, and Storybook coverage for the
new behavior.
- Stabilized the new UI component tests with a local `flushSync`-backed
act helper matching existing repo practice in this dependency set.
- Addressed Greptile feedback by threading historical run `errorCode`
through issue-run data and operator-interrupted chat labels.
- Addressed Greptile's cancel ordering concern by terminating/deleting
in-memory heartbeat processes before cancellation status persistence,
with regression coverage for DB update failure.

## Verification

- `git diff --check $(git merge-base HEAD origin/master)..HEAD`
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/interrupt-handoff.test.ts src/lib/issue-chat-messages.test.ts
src/components/IssueProperties.test.tsx
src/components/interrupt-handoff/InterruptHandoffViews.test.tsx
--no-file-parallelism --maxWorkers=1` — 4 files / 91 tests passed before
the Greptile follow-ups.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-tree-control-service.test.ts
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts
server/src/__tests__/issues-service.test.ts --no-file-parallelism
--maxWorkers=1` — 6 files / 191 tests passed before the Greptile
follow-ups.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts --no-file-parallelism
--maxWorkers=1` — 1 file / 24 tests passed after the historical
`errorCode` follow-up.
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/activity-routes.test.ts --no-file-parallelism
--maxWorkers=1` — 2 files / 11 tests passed after the historical
`errorCode` follow-up.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
--no-file-parallelism --maxWorkers=1` — 1 file / 52 tests passed after
the cancel ordering follow-up.
- Greptile is green for head `272647636287d034bab8d981eaf5305865aa0f96`;
the old inline P2 is resolved/outdated.
- GitHub Actions, Socket, security-review, and Greptile checks are green
for head `272647636287d034bab8d981eaf5305865aa0f96`. The external
`security/snyk (cryppadotta)` status was still pending at
`https://app.snyk.io/org/cryppadotta/pr-checks/85b3e8f4-04e1-4f8e-9362-899c8148c23c`
after a bounded wait.

## Risks

- Medium: changes touch issue comments, wake scheduling, and live-run
interruption semantics, so regressions could affect when agents resume
or stay stopped.
- Medium: UI copy and state grouping for assignee changes may need
reviewer tuning after product review.
- Low migration risk: no database schema migration is included.
- The branch was created before the latest `origin/master` commits;
reviewers should confirm CI merge-base behavior and resolve any merge
conflicts if GitHub reports them.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent, tool use and local command
execution enabled. Exact hosted model build and context window were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Screenshot note: this PR includes Storybook coverage for the new
interrupt handoff UI states rather than captured before/after browser
screenshots in this PR-creation heartbeat.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
…(DLD-889) (paperclipai#1742)

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The Claude-local adapter uses `claude --resume <session-id>` to
continue prior sessions; the `--resume` value MUST be a UUID per
Claude's CLI contract.
> - Paperclip internally uses session IDs prefixed with `ses_` (not
UUIDs); these get passed straight through to `--resume` and crash the
run.
> - On top of the crash, when the underlying error path triggers a
secret-decryption failure or heartbeat setup failure, the diagnostics
are too thin to tell key-mismatch from other failures, and the heartbeat
error code is mis-classified as `adapter_failed` instead of
`setup_failed`.
> - This PR validates `runtimeSessionId` against a UUID regex before
letting `canResumeSession` become true, adds `not a valid UUID` to
Claude's own retry-error regex, improves AES-256-GCM decryption
diagnostics in the local encrypted provider, and re-classifies
pre-adapter setup failures.
> - The benefit is that Paperclip session IDs are detected and skipped
gracefully (logged, no crash), legitimate Claude UUID-rejection errors
are treated as retriable, and operators can diagnose decryption/setup
failures from the run log.

## Linked Issues or Issue Description

**What happened?**

The `claude-local` adapter passes Paperclip's internal session
identifiers (e.g. `ses_…`) straight to `claude --resume <session-id>`.
Because Claude's CLI requires the `--resume` argument to be a UUID, the
run crashes with a `not a valid UUID` error. When the surrounding code
path also hits a secret-decryption failure, the heartbeat reports it as
`adapter_failed`, hiding the real `setup_failed` cause and making
diagnosis hard.

**Expected behavior**

Non-UUID session IDs should be detected before `--resume` is called, the
run should fall back to a fresh session with a clear log line, and any
decryption / setup failure should be reported with enough detail (and
the correct error code) for an operator to tell what failed.

**Steps to reproduce**

1. Have a persisted task session whose ID is not a UUID
(Paperclip-issued `ses_…` form).
2. Trigger a heartbeat that resumes that session via the `claude-local`
adapter.
3. Observe: the adapter crashes with a UUID-validation error; if the
path also involves a decryption failure, the heartbeat surfaces
`adapter_failed` instead of `setup_failed`.

## What Changed

- `packages/adapters/claude-local/src/server/execute.ts`: Validates
`runtimeSessionId` against a UUID regex before setting
`canResumeSession`; non-UUID IDs are logged and skipped gracefully.
Guards the cwd-mismatch log block on `isValidUuid` so it does not fire
for non-UUID session IDs.
- `packages/adapters/claude-local/src/server/parse.ts`: Adds `not a
valid UUID` to the session-error retry regex so Claude's own UUID
rejection is treated as a retriable error.
- `server/src/services/secrets/local-encrypted-provider.ts`: Wraps
AES-256-GCM decryption in try/catch and re-throws with a key fingerprint
hint to aid key-mismatch diagnosis.
- `server/src/services/heartbeat.ts`: Corrects the outer-catch
`errorCode` from `adapter_failed` to `setup_failed` for pre-adapter
setup failures.
- `AGENTS.md`: Adds task/PR/CI governance sections (10–13) and expands
the Definition of Done.

## Verification

- `pnpm --filter @paperclipai/adapter-claude-local test` covers UUID
validation and the parse retry regex.
- `pnpm --filter @paperclipai/server test src/services/secrets` covers
decryption diagnostics.
- `pnpm --filter @paperclipai/server typecheck`

## Risks

Low. UUID validation is strictly additive (non-UUIDs that previously
crashed now log and skip). Decryption diagnostics only fire on failure
paths. The `setup_failed` error code change is a clearer classification,
not a behavior change.

## Model Used

Claude (Opus 4.6) — used to identify the UUID-validation root cause,
mirror existing parse patterns, and re-classify the heartbeat setup
error code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A — no UI changes)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (in progress)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: CTO Agent <cto@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@paperclip.ing>
…aperclipai#4109)

## Thinking Path

> - Paperclip orchestrates AI agents on pluggable adapters
(`claude_local`, `opencode_local`, `codex_local`, …); each adapter wraps
an external CLI.
> - The heartbeat service stores a session ID per agent and replays it
back to the adapter via `--resume` so within-task continuity is
preserved.
> - Session IDs are adapter-specific in format: claude expects a UUID,
opencode emits `ses_…`, etc. They cannot be cross-replayed.
> - When the cross-adapter session ID does slip through (operator
changes `adapterType`, edge cases in the resume path, foreign-format ID
in stored task sessions), the claude CLI hard-fails with a validation
error and every subsequent heartbeat loops on the same error until the
stored ID is manually cleared.
> - Master now ships a canonical-session-ID guard at `heartbeat.ts:8450`
(via paperclipai#5972) that prevents most of this at the source, and
`isClaudePoisonedPreviousMessageIdError` recovers from the 400-class API
error.
> - This PR adds defense-in-depth at the adapter layer: the `--resume
requires a valid session ID … not a UUID …` validation error from the
claude CLI is now classified as an unknown-session signal, so the
existing fresh-session retry recovers instead of hard-failing.

## Linked Issues or Issue Description

Refs paperclipai#5972 — sibling fix on the same cluster (recovers from poisoned
`previous_message_id` 400). This PR complements it by handling the
CLI-layer `--resume` validation error class.

## What Changed

- `packages/adapters/claude-local/src/server/parse.ts` — broaden
`isClaudeUnknownSessionError` regex to also match `--resume requires a
valid session`, `is not a UUID`, and `does not match any session title`.
The existing fresh-session retry at `execute.ts:612-625` now fires for
this error class.
- `packages/adapters/claude-local/src/server/parse.test.ts` — adds 4 new
test cases for `isClaudeUnknownSessionError` covering the legacy and new
patterns plus a negative case.

**Dropped from the original PR on rebase** (already on master, would
conflict):
- `server/src/services/heartbeat.ts` runtimeSessionFallback gate —
superseded by the stricter `isCanonicalSessionIdForAdapter` check on
master (paperclipai#5972 lineage).
- `packages/adapters/claude-local/vitest.config.ts` and
`vitest.config.ts` projects entry — both already in master.

## Verification

```sh
pnpm --filter @paperclipai/adapter-claude-local vitest run
# 19/19 passed (3 files, includes 4 new isClaudeUnknownSessionError cases)
```

Pre-existing failure on
`server/src/__tests__/heartbeat-process-recovery.test.ts > queues
exactly one retry when the recorded local pid is dead` reproduces on
`origin/master` — unrelated to this PR.

## Risks

- **Low-to-medium.** The added regex fragments are narrow. `--resume
requires a valid session` and `does not match any session title` are
unambiguously session-related. `is not a UUID` is more generic; worst
case is one extra retry on an unrelated CLI validation error that would
also fail on the same root issue. Happy to drop `is not a UUID` if
reviewers prefer.
- **No DB migration; no schema change; no behavior change when adapter
types match (the common path).**

## Model Used

- Provider: Anthropic (Claude)
- Model: `claude-opus-4-7` (Opus 4.7), 1M context window
- Tool: Claude Code CLI with extended thinking + tool use; human review
on the rebase and the regex narrowing tradeoffs

## Checklist

- [x] I searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate (related: paperclipai#5972 already merged, complementary scope)
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass (19/19 claude-local)
- [x] I have added or updated tests where applicable
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
…n resume (paperclipai#3276)

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The Claude-local adapter resumes prior sessions via `claude --resume
<session-id>` so work continues across heartbeats.
> - When a resumed session contains an image whose content is no longer
accessible, Claude returns a 400 "Could not process image" — but the
session itself is poisoned and will keep returning the same error on
every resume.
> - The existing retry path only catches the "unknown session" 400 case;
image-processing 400s on resume fall through and the run fails for the
user.
> - This PR adds an `isClaudeImageProcessingError` detector mirroring
`isClaudeUnknownSessionError` and wires it into the same fresh-session
retry branch in `execute.ts`.
> - The benefit is that a poisoned-image resume self-recovers by
retrying once with a fresh session, exactly like the existing
unknown-session path.

## Linked Issues or Issue Description

Fixes paperclipai#3275
Refs paperclipai#3123

## What Changed

- Added `isClaudeImageProcessingError()` in
`packages/adapters/claude-local/src/server/parse.ts` that matches `Could
not process image` in 400 error messages.
- Wired the new detector into the existing session-resume retry branch
in `packages/adapters/claude-local/src/server/execute.ts` alongside
`isClaudeUnknownSessionError`.
- Retry only fires when `sessionId` is present (i.e. we were resuming),
so fresh-session runs that hit the same error are not retried (no
infinite loop).

## Verification

- `pnpm --filter @paperclipai/adapter-claude-local test` covers
`parse.ts` patterns and the resume-retry decision branch.
- `pnpm --filter @paperclipai/adapter-claude-local typecheck`

## Risks

Low. Behavior change is narrowly additive: a previously-fatal 400 on
resume now triggers a single fresh-session retry. No effect on
fresh-session runs, unknown-session retries, or non-image 400s.

## Model Used

Claude (Opus 4.6) — used to mirror the existing unknown-session pattern
and verify the guard against infinite loops.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A — no UI changes)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (in progress)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
paperclipai#5028) (paperclipai#5240)

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - codex_local runs Codex CLI under a per-company "managed home" so
multiple companies don't trample on each other's session state
> - For `auth.json` specifically, the managed home keeps a SYMLINK to
the user's real `~/.codex/auth.json` rather than a copy — Codex refresh
tokens rotate and are single-use, so any copy goes stale the moment the
source rotates and every subsequent run dies with `401
refresh_token_reused`
> - Older Paperclip versions copied `auth.json` instead. After
upgrading, `ensureSymlink()` saw a regular file at the target, hit `if
(!existing.isSymbolicLink()) return;`, and silently kept the stale copy
> - This pull request makes the upgrade path self-healing inside
`ensureSymlink()` itself: when the target is a regular file, unlink it
and create the symlink, since the target lives under the
Paperclip-managed home and is safe to delete. Directories are skipped to
avoid `EISDIR` on Unix (and inconsistent behavior on Windows)
> - The benefit is operators who upgraded from a copy-based version stop
getting refresh-token-reused failures without having to manually purge
`companies/<id>/codex-home/auth.json`, and the healing is
defense-in-depth even outside the `prepareManagedCodexHome` cleanup path

## What Changed

- `packages/adapters/codex-local/src/server/codex-home.ts` —
`ensureSymlink()` previously bailed out of the
`!existing.isSymbolicLink()` branch, leaving any pre-existing regular
file untouched. Now unlinks and recreates the symlink in that branch via
the existing `createExpectedSymlink()` helper (preserves the EEXIST
race-tolerance behavior added in paperclipai#5119). A guard skips directories so
the call never throws `EISDIR` and aborts `prepareManagedCodexHome`.
Inline comment explains the safety: target is always under the
company-scoped managed home
(`<paperclipHome>/instances/<id>/companies/<companyId>/codex-home/`),
never the user's real `~/.codex`.
- `packages/adapters/codex-local/src/server/codex-home.test.ts` — adds a
regression test for paperclipai#5028: pre-seed a stale copy at the target, run
`prepareManagedCodexHome`, assert the target is now a symlink and reads
through to the fresh source. The existing concurrent-symlink test is
preserved.

## Verification

```
pnpm --filter @paperclipai/adapter-codex-local exec vitest run
# Test Files  8 passed (8)
# Tests       26 passed (26)
pnpm --filter @paperclipai/adapter-codex-local exec tsc --noEmit
# clean
```

Manual repro flow that the regression test mirrors:
1. Create a stale copy: `echo '{"token":"old"}' >
<managedHome>/auth.json`.
2. Rotate source: `echo '{"token":"new"}' > ~/.codex/auth.json`.
3. Trigger any codex_local run — `prepareManagedCodexHome` is called
from the execute path, the managed file is now a symlink to the source,
and the CLI sees the fresh token.

## Risks

- **Low risk.** The new branch only fires when the target file is a
regular file (the upgrade path) — a pure copy that Codex couldn't have
written, since Codex never writes into the managed home. Operators in
steady-state on the symlink-based version are unaffected.
- The `fs.unlink` only runs against the per-company managed-home path,
never the user's real `~/.codex`. Inline comment makes this guarantee
explicit.
- A directory at the auth.json path is left in place (no silent `EISDIR`
crash) — this requires operator inspection rather than autonomous
deletion.
- The healing uses `createExpectedSymlink()` so it remains tolerant of
EEXIST races with concurrent prepare calls (the concurrent-symlink test
still passes).
- No DB / migration / schema impact.

## Model Used

- Anthropic Claude Opus 4.7 (claude-opus-4-7), via Claude Code CLI with
extended tool use (Read / Edit / Bash / Grep). No extended-thinking
budget consumed beyond default.

## Checklist

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

Fixes paperclipai#5028.

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
paperclipai#6008)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue subsystem holds per-row lock columns (`checkoutRunId`,
`executionRunId`, `executionAgentNameKey`, `executionLockedAt`) that
gate checkout, ownership, and release
> - When a heartbeat run terminates, `releaseIssueExecutionAndPromote`
clears the execution-lock columns but stale checkout locks could remain
attached to dead runs in edge paths
> - The original fix closed the finalization, checkout, release, and
sweeper paths, but PR CI exposed one more process-loss retry path where
a queued retry advanced `executionRunId` while leaving `checkoutRunId`
pinned to the failed run
> - This pull request closes the asymmetry: terminal-run cleanup and
process-loss retry recovery release dead checkout locks while preserving
live execution ownership
> - The benefit is permanent, automatic self-heal of stale lock columns
and fewer false checkout 409s requiring board intervention
> - Related upstream issue: paperclipai#6007

## Linked Issues or Issue Description

Refs paperclipai#6007.

Duplicate/related PR search performed on 2026-06-10 with query
`checkoutRunId process loss retry stale checkout lock
repo:paperclipai/paperclip`.

Related PRs found and reviewed for overlap:

- paperclipai#7727 `fix(heartbeat): atomically advance checkoutRunId on
process-loss retry`
- paperclipai#7707 `test: cover same-agent stale checkout adoption`
- paperclipai#3068 `fix: clear checkoutRunId when releasing issue execution lock`

## What Changed

- `server/src/services/heartbeat.ts` `releaseIssueExecutionAndPromote`:
extend the per-issue update to also null `checkoutRunId` when it matches
the terminating run id. WHERE clause scoped to `executionRunId = run.id
OR checkoutRunId = run.id` for idempotence.
- `server/src/services/heartbeat.ts` process-loss retry: when queuing
the retry run, move `executionRunId` to the retry and clear the failed
run's `checkoutRunId` so the dead run no longer owns checkout.
- `server/src/services/issues.ts`: add `clearCheckoutRunIfTerminal`
helper, symmetric to `clearExecutionRunIfTerminal`. No assignee/status
precondition. Wired into `checkout`, `assertCheckoutOwner`, and
`release`. Exported on the issue service.
- `server/src/services/recovery/service.ts`: add `sweepStaleIssueLocks`.
Scans `issues` where `checkoutRunId IS NOT NULL OR executionRunId IS NOT
NULL`, joins each referenced run, and clears all lock columns on issues
whose referenced runs are all terminal or missing. Emits one
`issue.stale_lock_cleared` activity log row per cleared issue.
- `server/src/services/heartbeat.ts`: re-export the sweeper on the
heartbeat facade.
- `server/src/index.ts`: invoke `sweepStaleIssueLocks` in both the
startup recovery sequence and the periodic heartbeat timer chain.
- Tests: route-level coverage of the new self-heal path on the next
checkout attempt, service-level sweeper coverage, and heartbeat recovery
assertions that terminal process-loss cleanup releases `checkoutRunId`.

## Verification

```bash
pnpm --filter @paperclipai/server typecheck
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/recovery-stale-issue-lock-sweep.test.ts \
  src/__tests__/issue-stale-execution-lock-routes.test.ts
NODE_ENV=test pnpm exec vitest run src/__tests__/heartbeat-process-recovery.test.ts -t "queues exactly one retry when the recorded local pid is dead|does not block paused-tree work when immediate continuation recovery is suppressed by the hold"
NODE_ENV=test pnpm exec vitest run src/__tests__/heartbeat-process-recovery.test.ts
```

All listed local checks pass. The new and updated tests cover:

- Run termination clears `checkoutRunId` when it points at the
terminating run.
- Process-loss retry clears the failed run's `checkoutRunId` while
assigning `executionRunId` to the queued retry.
- A different agent calling `POST /api/issues/:id/checkout` on an issue
whose prior owner died self-heals via `clearCheckoutRunIfTerminal` and
succeeds.
- Sweeper clears stale lock columns for issues whose run row is
terminal.
- Sweeper leaves issues alone while the referenced run is still running.
- Sweeper leaves issues alone when `executionRunId` is still running
even if `checkoutRunId` is terminal.
- Sweeper is idempotent; second pass clears nothing.

Manual reproduction of the original bug shape:

1. Create an issue assigned to agent A, set `status='in_progress'`,
`checkoutRunId=R1`, `executionRunId=null`, where `heartbeat_runs.status
= 'failed'` for `R1`.
2. Reassign to agent B and move to `status='todo'`.
3. Before this PR: agent B `POST /checkout` returns `409 Issue checkout
conflict` indefinitely. After this PR: succeeds, lock columns rewritten
to agent B's current run id.

## Risks

- Low. All clears are scoped by run id, so they only fire when the lock
column unambiguously points at the terminating or terminal run. No
schema change. No migration. No API surface change.
- Behavioral shift: an issue that previously stayed `in_progress` with a
dead `checkoutRunId` after run termination now self-heals. Downstream
code that reads stale `checkoutRunId` as a proxy for recent run history
should already be reading `executionRunId` or the `heartbeat_runs`
table.
- Sweeper cost: one indexed scan per recovery tick over rows where
`checkoutRunId IS NOT NULL OR executionRunId IS NOT NULL` plus a single
batched `heartbeatRuns` lookup per candidate. Negligible at expected
cardinality; further bounded by the existing recovery cadence.

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

This is a bug fix, not a feature. No roadmap overlap.

## Model Used

- Claude (Anthropic), model ID `claude-opus-4-7`, extended-thinking off,
tool use enabled.
- OpenAI Codex, GPT-5-based coding agent, tool use enabled, used for the
follow-up process-loss retry fix and PR body update.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Dotta <bippadotta@protonmail.com>
- Add shared types: MergeGateResult, GateResult
- Create mergerGateService with evaluateGates function
- Implement Gate 1 (issue_approval): checks for approved approvals on linked issue
- Add GET /api/work-products/:id/merge-gates endpoint
- Register workProductRoutes in app.ts
- Add comprehensive tests for all gate states (including missing !issueId test)
- Fix unnecessary type cast in route handler

Closes CHRA-2443
@chrislro chrislro merged commit 4d37c71 into master Jun 10, 2026
1 of 14 checks passed
@chrislro chrislro deleted the feature/merger-gate-1 branch June 10, 2026 18:51
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