Merge public-gh/master into review/pr-162

.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/pr-report/SKILL.md

@@ -0,0 +1,202 @@
+---
+name: pr-report
+description: >
+  Review a pull request or contribution deeply, explain it tutorial-style for a
+  maintainer, and produce a polished report artifact such as HTML or Markdown.
+  Use when asked to analyze a PR, explain a contributor's design decisions,
+  compare it with similar systems, or prepare a merge recommendation.
+---
+
+# PR Report Skill
+
+Produce a maintainer-grade review of a PR, branch, or large contribution.
+
+Default posture:
+
+- understand the change before judging it
+- explain the system as built, not just the diff
+- separate architectural problems from product-scope objections
+- make a concrete recommendation, not a vague impression
+
+## When to Use
+
+Use this skill when the user asks for things like:
+
+- "review this PR deeply"
+- "explain this contribution to me"
+- "make me a report or webpage for this PR"
+- "compare this design to similar systems"
+- "should I merge this?"
+
+## Outputs
+
+Common outputs:
+
+- standalone HTML report in `tmp/reports/...`
+- Markdown report in `report/` or another requested folder
+- short maintainer summary in chat
+
+If the user asks for a webpage, build a polished standalone HTML artifact with
+clear sections and readable visual hierarchy.
+
+Resources bundled with this skill:
+
+- `references/style-guide.md` for visual direction and report presentation rules
+- `assets/html-report-starter.html` for a reusable standalone HTML/CSS starter
+
+## Workflow
+
+### 1. Acquire and frame the target
+
+Work from local code when possible, not just the GitHub PR page.
+
+Gather:
+
+- target branch or worktree
+- diff size and changed subsystems
+- relevant repo docs, specs, and invariants
+- contributor intent if it is documented in PR text or design docs
+
+Start by answering: what is this change *trying* to become?
+
+### 2. Build a mental model of the system
+
+Do not stop at file-by-file notes. Reconstruct the design:
+
+- what new runtime or contract exists
+- which layers changed: db, shared types, server, UI, CLI, docs
+- lifecycle: install, startup, execution, UI, failure, disablement
+- trust boundary: what code runs where, under what authority
+
+For large contributions, include a tutorial-style section that teaches the
+system from first principles.
+
+### 3. Review like a maintainer
+
+Findings come first. Order by severity.
+
+Prioritize:
+
+- behavioral regressions
+- trust or security gaps
+- misleading abstractions
+- lifecycle and operational risks
+- coupling that will be hard to unwind
+- missing tests or unverifiable claims
+
+Always cite concrete file references when possible.
+
+### 4. Distinguish the objection type
+
+Be explicit about whether a concern is:
+
+- product direction
+- architecture
+- implementation quality
+- rollout strategy
+- documentation honesty
+
+Do not hide an architectural objection inside a scope objection.
+
+### 5. Compare to external precedents when needed
+
+If the contribution introduces a framework or platform concept, compare it to
+similar open-source systems.
+
+When comparing:
+
+- prefer official docs or source
+- focus on extension boundaries, context passing, trust model, and UI ownership
+- extract lessons, not just similarities
+
+Good comparison questions:
+
+- Who owns lifecycle?
+- Who owns UI composition?
+- Is context explicit or ambient?
+- Are plugins trusted code or sandboxed code?
+- Are extension points named and typed?
+
+### 6. Make the recommendation actionable
+
+Do not stop at "merge" or "do not merge."
+
+Choose one:
+
+- merge as-is
+- merge after specific redesign
+- salvage specific pieces
+- keep as design research
+
+If rejecting or narrowing, say what should be kept.
+
+Useful recommendation buckets:
+
+- keep the protocol/type model
+- redesign the UI boundary
+- narrow the initial surface area
+- defer third-party execution
+- ship a host-owned extension-point model first
+
+### 7. Build the artifact
+
+Suggested report structure:
+
+1. Executive summary
+2. What the PR actually adds
+3. Tutorial: how the system works
+4. Strengths
+5. Main findings
+6. Comparisons
+7. Recommendation
+
+For HTML reports:
+
+- use intentional typography and color
+- make navigation easy for long reports
+- favor strong section headings and small reference labels
+- avoid generic dashboard styling
+
+Before building from scratch, read `references/style-guide.md`.
+If a fast polished starter is helpful, begin from `assets/html-report-starter.html`
+and replace the placeholder content with the actual report.
+
+### 8. Verify before handoff
+
+Check:
+
+- artifact path exists
+- findings still match the actual code
+- any requested forbidden strings are absent from generated output
+- if tests were not run, say so explicitly
+
+## Review Heuristics
+
+### Plugin and platform work
+
+Watch closely for:
+
+- docs claiming sandboxing while runtime executes trusted host processes
+- module-global state used to smuggle React context
+- hidden dependence on render order
+- plugins reaching into host internals instead of using explicit APIs
+- "capabilities" that are really policy labels on top of fully trusted code
+
+### Good signs
+
+- typed contracts shared across layers
+- explicit extension points
+- host-owned lifecycle
+- honest trust model
+- narrow first rollout with room to grow
+
+## Final Response
+
+In chat, summarize:
+
+- where the report is
+- your overall call
+- the top one or two reasons
+- whether verification or tests were skipped
+
+Keep the chat summary shorter than the report itself.

.agents/skills/pr-report/assets/html-report-starter.html

@@ -0,0 +1,426 @@
+<!doctype html>
+<html lang="en">
+  <head>
+    <meta charset="utf-8" />
+    <meta name="viewport" content="width=device-width, initial-scale=1" />
+    <title>PR Report Starter</title>
+    <link rel="preconnect" href="https://fonts.googleapis.com" />
+    <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
+    <link
+      href="https://fonts.googleapis.com/css2?family=IBM+Plex+Sans:wght@400;500;600;700&family=Newsreader:opsz,wght@6..72,500;6..72,700&display=swap"
+      rel="stylesheet"
+    />
+    <style>
+      :root {
+        --bg: #f4efe5;
+        --paper: rgba(255, 251, 244, 0.88);
+        --paper-strong: #fffaf1;
+        --ink: #1f1b17;
+        --muted: #6a6257;
+        --line: rgba(31, 27, 23, 0.12);
+        --accent: #9c4729;
+        --accent-soft: rgba(156, 71, 41, 0.1);
+        --good: #2f6a42;
+        --warn: #946200;
+        --bad: #8c2f25;
+        --shadow: 0 22px 60px rgba(52, 37, 19, 0.1);
+        --radius: 20px;
+      }
+
+      * {
+        box-sizing: border-box;
+      }
+
+      html {
+        scroll-behavior: smooth;
+      }
+
+      body {
+        margin: 0;
+        color: var(--ink);
+        font-family: "IBM Plex Sans", sans-serif;
+        background:
+          radial-gradient(circle at top left, rgba(156, 71, 41, 0.12), transparent 34rem),
+          radial-gradient(circle at top right, rgba(47, 106, 66, 0.08), transparent 28rem),
+          linear-gradient(180deg, #efe6d6 0%, var(--bg) 48%, #ece5d8 100%);
+      }
+
+      .shell {
+        width: min(1360px, calc(100vw - 32px));
+        margin: 24px auto;
+        display: grid;
+        grid-template-columns: 280px minmax(0, 1fr);
+        gap: 24px;
+      }
+
+      .panel {
+        background: var(--paper);
+        backdrop-filter: blur(12px);
+        border: 1px solid var(--line);
+        border-radius: var(--radius);
+        box-shadow: var(--shadow);
+      }
+
+      .nav {
+        position: sticky;
+        top: 20px;
+        align-self: start;
+        padding: 22px;
+      }
+
+      .eyebrow {
+        letter-spacing: 0.12em;
+        text-transform: uppercase;
+        font-size: 11px;
+        font-weight: 700;
+        color: var(--accent);
+      }
+
+      .nav h1,
+      .hero h1,
+      h2,
+      h3 {
+        font-family: "Newsreader", serif;
+        line-height: 0.96;
+        margin: 0;
+      }
+
+      .nav h1 {
+        font-size: 2rem;
+        margin-top: 10px;
+      }
+
+      .nav p {
+        color: var(--muted);
+        font-size: 0.95rem;
+        line-height: 1.5;
+      }
+
+      .nav ul {
+        list-style: none;
+        padding: 0;
+        margin: 18px 0 0;
+        display: grid;
+        gap: 10px;
+      }
+
+      .nav a {
+        display: block;
+        color: var(--ink);
+        text-decoration: none;
+        padding: 10px 12px;
+        border-radius: 12px;
+        border: 1px solid transparent;
+        background: rgba(255, 255, 255, 0.35);
+      }
+
+      .nav a:hover {
+        border-color: var(--line);
+        background: rgba(255, 255, 255, 0.75);
+      }
+
+      .meta-block {
+        margin-top: 20px;
+        padding-top: 18px;
+        border-top: 1px solid var(--line);
+        color: var(--muted);
+        font-size: 0.86rem;
+        line-height: 1.5;
+      }
+
+      main {
+        display: grid;
+        gap: 24px;
+      }
+
+      section {
+        padding: 26px 28px 28px;
+      }
+
+      .hero {
+        padding: 28px;
+        overflow: hidden;
+        position: relative;
+      }
+
+      .hero::after {
+        content: "";
+        position: absolute;
+        inset: auto -3rem -6rem auto;
+        width: 18rem;
+        height: 18rem;
+        border-radius: 50%;
+        background: radial-gradient(circle, rgba(156, 71, 41, 0.14), transparent 68%);
+        pointer-events: none;
+      }
+
+      .hero h1 {
+        font-size: clamp(2.6rem, 5vw, 4.6rem);
+        max-width: 12ch;
+        margin-top: 12px;
+      }
+
+      .lede {
+        margin-top: 16px;
+        max-width: 70ch;
+        font-size: 1.05rem;
+        line-height: 1.65;
+        color: #2b2723;
+      }
+
+      .hero-grid,
+      .card-grid,
+      .two-col {
+        display: grid;
+        gap: 14px;
+      }
+
+      .hero-grid {
+        margin-top: 24px;
+        grid-template-columns: repeat(4, minmax(0, 1fr));
+      }
+
+      .card-grid {
+        grid-template-columns: repeat(2, minmax(0, 1fr));
+      }
+
+      .two-col {
+        grid-template-columns: repeat(2, minmax(0, 1fr));
+      }
+
+      .metric,
+      .card,
+      .finding {
+        padding: 18px;
+        background: rgba(255, 255, 255, 0.68);
+        border: 1px solid var(--line);
+        border-radius: 18px;
+      }
+
+      .metric .label {
+        color: var(--muted);
+        font-size: 0.82rem;
+        text-transform: uppercase;
+        letter-spacing: 0.08em;
+      }
+
+      .metric .value {
+        margin-top: 8px;
+        font-size: 1.45rem;
+        font-weight: 700;
+      }
+
+      h2 {
+        font-size: 2rem;
+        margin-bottom: 16px;
+      }
+
+      h3 {
+        font-size: 1.3rem;
+        margin-bottom: 10px;
+      }
+
+      p {
+        margin: 0 0 14px;
+        line-height: 1.65;
+      }
+
+      ul,
+      ol {
+        margin: 0;
+        padding-left: 20px;
+        line-height: 1.65;
+      }
+
+      li + li {
+        margin-top: 8px;
+      }
+
+      .badge-row {
+        display: flex;
+        flex-wrap: wrap;
+        gap: 8px;
+        margin: 18px 0 8px;
+      }
+
+      .badge {
+        display: inline-flex;
+        align-items: center;
+        gap: 8px;
+        padding: 8px 10px;
+        border-radius: 999px;
+        font-size: 0.82rem;
+        font-weight: 700;
+        border: 1px solid var(--line);
+        background: rgba(255, 255, 255, 0.68);
+      }
+
+      .badge.good {
+        color: var(--good);
+      }
+
+      .badge.warn {
+        color: var(--warn);
+      }
+
+      .badge.bad {
+        color: var(--bad);
+      }
+
+      .quote {
+        margin-top: 18px;
+        padding: 18px;
+        border-left: 4px solid var(--accent);
+        border-radius: 14px;
+        background: var(--accent-soft);
+      }
+
+      .severity {
+        display: inline-flex;
+        margin-bottom: 12px;
+        padding: 6px 10px;
+        border-radius: 999px;
+        font-size: 0.78rem;
+        font-weight: 700;
+        text-transform: uppercase;
+        letter-spacing: 0.08em;
+      }
+
+      .severity.high {
+        background: rgba(140, 47, 37, 0.12);
+        color: var(--bad);
+      }
+
+      .severity.medium {
+        background: rgba(148, 98, 0, 0.12);
+        color: var(--warn);
+      }
+
+      .severity.low {
+        background: rgba(47, 106, 66, 0.12);
+        color: var(--good);
+      }
+
+      .ref {
+        color: var(--muted);
+        font-size: 0.82rem;
+        line-height: 1.5;
+      }
+
+      @media (max-width: 980px) {
+        .shell {
+          grid-template-columns: 1fr;
+        }
+
+        .nav {
+          position: static;
+        }
+
+        .hero-grid,
+        .card-grid,
+        .two-col {
+          grid-template-columns: 1fr;
+        }
+
+        .hero h1 {
+          max-width: 100%;
+        }
+      }
+    </style>
+  </head>
+  <body>
+    <div class="shell">
+      <aside class="panel nav">
+        <div class="eyebrow">Maintainer Report</div>
+        <h1>Report Title</h1>
+        <p>Replace this with a concise description of what the report covers.</p>
+        <ul>
+          <li><a href="#summary">Summary</a></li>
+          <li><a href="#tutorial">Tutorial</a></li>
+          <li><a href="#findings">Findings</a></li>
+          <li><a href="#recommendation">Recommendation</a></li>
+        </ul>
+        <div class="meta-block">
+          Replace with project metadata, review date, or scope notes.
+        </div>
+      </aside>
+
+      <main>
+        <section class="panel hero" id="summary">
+          <div class="eyebrow">Executive Summary</div>
+          <h1>Use the hero for the clearest one-line judgment.</h1>
+          <p class="lede">
+            Replace this with the short explanation of what the contribution does, why it matters,
+            and what the core maintainer question is.
+          </p>
+          <div class="badge-row">
+            <span class="badge good">Strength</span>
+            <span class="badge warn">Tradeoff</span>
+            <span class="badge bad">Risk</span>
+          </div>
+          <div class="hero-grid">
+            <div class="metric">
+              <div class="label">Overall Call</div>
+              <div class="value">Placeholder</div>
+            </div>
+            <div class="metric">
+              <div class="label">Main Concern</div>
+              <div class="value">Placeholder</div>
+            </div>
+            <div class="metric">
+              <div class="label">Best Part</div>
+              <div class="value">Placeholder</div>
+            </div>
+            <div class="metric">
+              <div class="label">Weakest Part</div>
+              <div class="value">Placeholder</div>
+            </div>
+          </div>
+          <div class="quote">
+            Use this block for the thesis, a sharp takeaway, or a key cited point.
+          </div>
+        </section>
+
+        <section class="panel" id="tutorial">
+          <h2>Tutorial Section</h2>
+          <div class="two-col">
+            <div class="card">
+              <h3>Concept Card</h3>
+              <p>Use cards for mental models, subsystems, or comparison slices.</p>
+              <div class="ref">path/to/file.ts:10</div>
+            </div>
+            <div class="card">
+              <h3>Second Card</h3>
+              <p>Keep cards fairly dense. This template is about style, not fixed structure.</p>
+              <div class="ref">path/to/file.ts:20</div>
+            </div>
+          </div>
+        </section>
+
+        <section class="panel" id="findings">
+          <h2>Findings</h2>
+          <article class="finding">
+            <div class="severity high">High</div>
+            <h3>Finding Title</h3>
+            <p>Use findings for the sharpest judgment calls and risks.</p>
+            <div class="ref">path/to/file.ts:30</div>
+          </article>
+        </section>
+
+        <section class="panel" id="recommendation">
+          <h2>Recommendation</h2>
+          <div class="card-grid">
+            <div class="card">
+              <h3>Path Forward</h3>
+              <p>Use this area for merge guidance, salvage plan, or rollout advice.</p>
+            </div>
+            <div class="card">
+              <h3>What To Keep</h3>
+              <p>Call out the parts worth preserving even if the whole proposal should not land.</p>
+            </div>
+          </div>
+        </section>
+      </main>
+    </div>
+  </body>
+</html>

.agents/skills/pr-report/references/style-guide.md

@@ -0,0 +1,149 @@
+# PR Report Style Guide
+
+Use this guide when the user wants a report artifact, especially a webpage.
+
+## Goal
+
+Make the report feel like an editorial review, not an internal admin dashboard.
+The page should make a long technical argument easy to scan without looking
+generic or overdesigned.
+
+## Visual Direction
+
+Preferred tone:
+
+- editorial
+- warm
+- serious
+- high-contrast
+- handcrafted, not corporate SaaS
+
+Avoid:
+
+- default app-shell layouts
+- purple gradients on white
+- generic card dashboards
+- cramped pages with weak hierarchy
+- novelty fonts that hurt readability
+
+## Typography
+
+Recommended pattern:
+
+- one expressive serif or display face for major headings
+- one sturdy sans-serif for body copy and UI labels
+
+Good combinations:
+
+- Newsreader + IBM Plex Sans
+- Source Serif 4 + Instrument Sans
+- Fraunces + Public Sans
+- Libre Baskerville + Work Sans
+
+Rules:
+
+- headings should feel deliberate and large
+- body copy should stay comfortable for long reading
+- reference labels and badges should use smaller dense sans text
+
+## Layout
+
+Recommended structure:
+
+- a sticky side or top navigation for long reports
+- one strong hero summary at the top
+- panel or paper-like sections for each major topic
+- multi-column card grids for comparisons and strengths
+- single-column body text for findings and recommendations
+
+Use generous spacing. Long-form technical reports need breathing room.
+
+## Color
+
+Prefer muted paper-like backgrounds with one warm accent and one cool counterweight.
+
+Suggested token categories:
+
+- `--bg`
+- `--paper`
+- `--ink`
+- `--muted`
+- `--line`
+- `--accent`
+- `--good`
+- `--warn`
+- `--bad`
+
+The accent should highlight navigation, badges, and important labels. Do not
+let accent colors dominate body text.
+
+## Useful UI Elements
+
+Include small reusable styles for:
+
+- summary metrics
+- badges
+- quotes or callouts
+- finding cards
+- severity labels
+- reference labels
+- comparison cards
+- responsive two-column sections
+
+## Motion
+
+Keep motion restrained.
+
+Good:
+
+- soft fade/slide-in on first load
+- hover response on nav items or cards
+
+Bad:
+
+- constant animation
+- floating blobs
+- decorative motion with no reading benefit
+
+## Content Presentation
+
+Even when the user wants design polish, clarity stays primary.
+
+Good structure for long reports:
+
+1. executive summary
+2. what changed
+3. tutorial explanation
+4. strengths
+5. findings
+6. comparisons
+7. recommendation
+
+The exact headings can change. The important thing is to separate explanation
+from judgment.
+
+## References
+
+Reference labels should be visually quiet but easy to spot.
+
+Good pattern:
+
+- small muted text
+- monospace or compact sans
+- keep them close to the paragraph they support
+
+## Starter Usage
+
+If you need a fast polished base, start from:
+
+- `assets/html-report-starter.html`
+
+Customize:
+
+- fonts
+- color tokens
+- hero copy
+- section ordering
+- card density
+
+Do not preserve the placeholder sections if they do not fit the actual report.

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

@@ -0,0 +1,178 @@
+---
+name: release-changelog
+description: >
+  Generate the stable Paperclip release changelog at releases/v{version}.md by
+  reading commits, changesets, and merged PR context since the last stable tag.
+---
+
+# Release Changelog Skill
+
+Generate the user-facing changelog for the **stable** Paperclip release.
+
+Output:
+
+- `releases/v{version}.md`
+
+Important rule:
+
+- even if there are canary releases such as `1.2.3-canary.0`, the changelog file stays `releases/v1.2.3.md`
+
+## Step 0 — Idempotency Check
+
+Before generating anything, check whether the file already exists:
+
+```bash
+ls releases/v{version}.md 2>/dev/null
+```
+
+If it exists:
+
+1. read it first
+2. present it to the reviewer
+3. ask whether to keep it, regenerate it, or update specific sections
+4. never overwrite it silently
+
+## Step 1 — Determine the Stable Range
+
+Find the last stable tag:
+
+```bash
+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:
+
+- an explicit maintainer request
+- the chosen bump type applied to the last stable tag
+- the release plan already agreed in `doc/RELEASING.md`
+
+Do not derive the changelog version from a canary tag or prerelease suffix.
+
+## Step 2 — Gather the Raw Inputs
+
+Collect release data from:
+
+1. git commits since the last stable tag
+2. `.changeset/*.md` files
+3. merged PRs via `gh` when available
+
+Useful commands:
+
+```bash
+git log v{last}..HEAD --oneline --no-merges
+git log v{last}..HEAD --format="%H %s" --no-merges
+ls .changeset/*.md | grep -v README.md
+gh pr list --state merged --search "merged:>={last-tag-date}" --json number,title,body,labels
+```
+
+## Step 3 — Detect Breaking Changes
+
+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:
+
+```bash
+git diff --name-only v{last}..HEAD -- packages/db/src/migrations/
+git diff v{last}..HEAD -- packages/db/src/schema/
+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.
+
+## Step 4 — Categorize for Users
+
+Use these stable changelog sections:
+
+- `Breaking Changes`
+- `Highlights`
+- `Improvements`
+- `Fixes`
+- `Upgrade Guide` when needed
+
+Exclude purely internal refactors, CI changes, and docs-only work unless they materially affect users.
+
+Guidelines:
+
+- group related commits into one user-facing entry
+- write from the user perspective
+- keep highlights short and concrete
+- spell out upgrade actions for breaking changes
+
+### Inline PR and contributor attribution
+
+When a bullet item clearly maps to a merged pull request, add inline attribution at the
+end of the entry in this format:
+
+```
+- **Feature name** — Description. ([#123](https://github.com/paperclipai/paperclip/pull/123), @contributor1, @contributor2)
+```
+
+Rules:
+
+- Only add a PR link when you can confidently trace the bullet to a specific merged PR.
+  Use merge commit messages (`Merge pull request #N from user/branch`) to map PRs.
+- List the contributor(s) who authored the PR. Use GitHub usernames, not real names or emails.
+- If multiple PRs contributed to a single bullet, list them all: `([#10](url), [#12](url), @user1, @user2)`.
+- If you cannot determine the PR number or contributor with confidence, omit the attribution
+  parenthetical — do not guess.
+- Core maintainer commits that don't have an external PR can omit the parenthetical.
+
+## Step 5 — Write the File
+
+Template:
+
+```markdown
+# v{version}
+
+> Released: {YYYY-MM-DD}
+
+## Breaking Changes
+
+## Highlights
+
+## Improvements
+
+## Fixes
+
+## Upgrade Guide
+
+## Contributors
+
+Thank you to everyone who contributed to this release!
+
+@username1, @username2, @username3
+```
+
+Omit empty sections except `Highlights`, `Improvements`, and `Fixes`, which should usually exist.
+
+The `Contributors` section should always be included. List every person who authored
+commits in the release range, @-mentioning them by their **GitHub username** (not their
+real name or email). To find GitHub usernames:
+
+1. Extract usernames from merge commit messages: `git log v{last}..HEAD --oneline --merges` — the branch prefix (e.g. `from username/branch`) gives the GitHub username.
+2. For noreply emails like `user@users.noreply.github.com`, the username is the part before `@`.
+3. For contributors whose username is ambiguous, check `gh api users/{guess}` or the PR page.
+
+**Never expose contributor email addresses.** Use `@username` only.
+
+Exclude bot accounts (e.g. `lockfile-bot`, `dependabot`) from the list. List contributors
+in alphabetical order by GitHub username (case-insensitive).
+
+## Step 6 — Review Before Release
+
+Before handing it off:
+
+1. confirm the heading is the stable version only
+2. confirm there is no `-canary` language in the title or filename
+3. confirm any breaking changes have an upgrade path
+4. present the draft for human sign-off
+
+This skill never publishes anything. It only prepares the stable changelog artifact.

.agents/skills/release/SKILL.md

@@ -0,0 +1,261 @@
+---
+name: release
+description: >
+  Coordinate a full Paperclip release across engineering verification, npm,
+  GitHub, website publishing, and announcement follow-up. Use when leadership
+  asks to ship a release, not merely to discuss version bumps.
+---
+
+# Release Coordination Skill
+
+Run the full Paperclip release as a maintainer workflow, not just an npm publish.
+
+This skill coordinates:
+
+- stable changelog drafting via `release-changelog`
+- release-train setup via `scripts/release-start.sh`
+- prerelease canary publishing via `scripts/release.sh --canary`
+- Docker smoke testing via `scripts/docker-onboard-smoke.sh`
+- stable publishing via `scripts/release.sh`
+- pushing the stable branch commit and tag
+- GitHub Release creation via `scripts/create-github-release.sh`
+- website / announcement follow-up tasks
+
+## Trigger
+
+Use this skill when leadership asks for:
+
+- "do a release"
+- "ship the next patch/minor/major"
+- "release vX.Y.Z"
+
+## Preconditions
+
+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.
+4. The release 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.
+6. npm publish rights are available locally, or the GitHub release workflow is being used with trusted publishing.
+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.
+
+## Inputs
+
+Collect these inputs up front:
+
+- requested bump: `patch`, `minor`, or `major`
+- whether this run is a dry run or live release
+- whether the release is being run locally or from GitHub Actions
+- release issue / company context for website and announcement follow-up
+
+## Step 0 — Release Model
+
+Paperclip now uses this release model:
+
+1. Start or resume `release/X.Y.Z`
+2. Draft the **stable** changelog as `releases/vX.Y.Z.md`
+3. Publish one or more **prerelease canaries** such as `X.Y.Z-canary.0`
+4. Smoke test the canary via Docker
+5. Publish the stable version `X.Y.Z`
+6. Push the stable branch commit and tag
+7. Create the GitHub Release
+8. Merge `release/X.Y.Z` back to `master` without squash or rebase
+9. Complete website and announcement surfaces
+
+Critical consequence:
+
+- Canaries do **not** use promote-by-dist-tag anymore.
+- The changelog remains stable-only. Do not create `releases/vX.Y.Z-canary.N.md`.
+
+## Step 1 — Decide the Stable Version
+
+Start the release train first:
+
+```bash
+./scripts/release-start.sh {patch|minor|major}
+```
+
+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:
+
+- `releases/vX.Y.Z.md`
+
+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`
+- do not create a separate canary changelog file
+
+## Step 3 — Verify the Release SHA
+
+Run the standard gate:
+
+```bash
+pnpm -r typecheck
+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.
+
+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.
+
+## Step 4 — Publish a Canary
+
+Run from the `release/X.Y.Z` branch:
+
+```bash
+./scripts/release.sh {patch|minor|major} --canary --dry-run
+./scripts/release.sh {patch|minor|major} --canary
+```
+
+What this means:
+
+- npm receives `X.Y.Z-canary.N` under dist-tag `canary`
+- `latest` remains unchanged
+- no git tag is created
+- the script cleans the working tree afterward
+
+Guard:
+
+- 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
+```
+
+The user install path is:
+
+```bash
+npx paperclipai@canary onboard
+```
+
+## Step 5 — Smoke Test the Canary
+
+Run:
+
+```bash
+PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
+```
+
+Confirm:
+
+1. install succeeds
+2. onboarding completes
+3. server boots
+4. UI loads
+5. basic company/dashboard flow works
+
+If smoke testing fails:
+
+- stop the stable release
+- fix the issue
+- publish another canary
+- repeat the smoke test
+
+Each retry should create a higher canary ordinal, while the stable target version can stay the same.
+
+## Step 6 — Publish Stable
+
+Once the SHA is vetted, run:
+
+```bash
+./scripts/release.sh {patch|minor|major} --dry-run
+./scripts/release.sh {patch|minor|major}
+```
+
+Stable publish does this:
+
+- 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
+
+These should reference the stable release, not the canary.
+
+## Failure Handling
+
+If the canary is bad:
+
+- publish another canary, do not ship stable
+
+If stable npm publish succeeds but push or GitHub release creation fails:
+
+- fix the git/GitHub issue immediately from the same checkout
+- do not republish the same version
+
+If `latest` is bad after stable publish:
+
+```bash
+./scripts/rollback-latest.sh <last-good-version>
+```
+
+Then fix forward with a new patch release.
+
+## Output
+
+When the skill completes, provide:
+
+- stable version and, if relevant, the final canary version tested
+- verification status
+- npm status
+- git tag / GitHub Release status
+- website / announcement follow-up status
+- rollback recommendation if anything is still partially complete

.changeset/add-pi-adapter-support.md

@@ -1,5 +0,0 @@
----
-"@paperclipai/shared": minor
----
-
-Add support for Pi local adapter in constants and onboarding UI.

.github/workflows/e2e.yml

@@ -0,0 +1,44 @@
+name: E2E Tests
+
+on:
+  workflow_dispatch:
+    inputs:
+      skip_llm:
+        description: "Skip LLM-dependent assertions (default: true)"
+        type: boolean
+        default: true
+
+jobs:
+  e2e:
+    runs-on: ubuntu-latest
+    timeout-minutes: 30
+    env:
+      PAPERCLIP_E2E_SKIP_LLM: ${{ inputs.skip_llm && 'true' || 'false' }}
+      ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
+    steps:
+      - uses: actions/checkout@v4
+
+      - uses: pnpm/action-setup@v4
+        with:
+          version: 9
+
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          cache: pnpm
+
+      - run: pnpm install --frozen-lockfile
+      - run: pnpm build
+      - run: npx playwright install --with-deps chromium
+
+      - name: Run e2e tests
+        run: pnpm run test:e2e
+
+      - uses: actions/upload-artifact@v4
+        if: always()
+        with:
+          name: playwright-report
+          path: |
+            tests/e2e/playwright-report/
+            tests/e2e/test-results/
+          retention-days: 14

.github/workflows/pr-policy.yml

@@ -0,0 +1,49 @@
+name: PR Policy
+
+on:
+  pull_request:
+    branches:
+      - master
+
+concurrency:
+  group: pr-policy-${{ github.event.pull_request.number }}
+  cancel-in-progress: true
+
+jobs:
+  policy:
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+          run_install: false
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20
+
+      - name: Block manual lockfile edits
+        if: github.head_ref != 'chore/refresh-lockfile'
+        run: |
+          changed="$(git diff --name-only "${{ github.event.pull_request.base.sha }}" "${{ github.event.pull_request.head.sha }}")"
+          if printf '%s\n' "$changed" | grep -qx 'pnpm-lock.yaml'; then
+            echo "Do not commit pnpm-lock.yaml in pull requests. CI owns lockfile updates."
+            exit 1
+          fi
+
+      - name: Validate dependency resolution when manifests change
+        run: |
+          changed="$(git diff --name-only "${{ github.event.pull_request.base.sha }}" "${{ github.event.pull_request.head.sha }}")"
+          manifest_pattern='(^|/)package\.json$|^pnpm-workspace\.yaml$|^\.npmrc$|^pnpmfile\.(cjs|js|mjs)$'
+          if printf '%s\n' "$changed" | grep -Eq "$manifest_pattern"; then
+            pnpm install --lockfile-only --ignore-scripts --no-frozen-lockfile
+          fi

.github/workflows/pr-verify.yml

@@ -1,15 +1,12 @@
-name: CI
+name: PR Verify
 
 on:
   pull_request:
     branches:
       - master
-  push:
-    branches:
-      - master
 
 concurrency:
-  group: ci-${{ github.workflow }}-${{ github.ref }}
+  group: pr-verify-${{ github.event.pull_request.number }}
   cancel-in-progress: true
 
 jobs:
@@ -33,7 +30,7 @@ jobs:
           cache: pnpm
 
       - name: Install dependencies
-        run: pnpm install --frozen-lockfile
+        run: pnpm install --no-frozen-lockfile
 
       - name: Typecheck
         run: pnpm -r typecheck

.github/workflows/refresh-lockfile.yml

@@ -0,0 +1,81 @@
+name: Refresh Lockfile
+
+on:
+  push:
+    branches:
+      - master
+  workflow_dispatch:
+
+concurrency:
+  group: refresh-lockfile-master
+  cancel-in-progress: false
+
+jobs:
+  refresh:
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    permissions:
+      contents: write
+      pull-requests: write
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+          run_install: false
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          cache: pnpm
+
+      - name: Refresh pnpm lockfile
+        run: pnpm install --lockfile-only --ignore-scripts --no-frozen-lockfile
+
+      - name: Fail on unexpected file changes
+        run: |
+          changed="$(git status --porcelain)"
+          if [ -z "$changed" ]; then
+            echo "Lockfile is already up to date."
+            exit 0
+          fi
+          if printf '%s\n' "$changed" | grep -Fvq ' pnpm-lock.yaml'; then
+            echo "Unexpected files changed during lockfile refresh:"
+            echo "$changed"
+            exit 1
+          fi
+
+      - name: Create or update pull request
+        env:
+          GH_TOKEN: ${{ github.token }}
+        run: |
+          if git diff --quiet -- pnpm-lock.yaml; then
+            echo "Lockfile unchanged, nothing to do."
+            exit 0
+          fi
+
+          BRANCH="chore/refresh-lockfile"
+          git config user.name "lockfile-bot"
+          git config user.email "lockfile-bot@users.noreply.github.com"
+
+          git checkout -B "$BRANCH"
+          git add pnpm-lock.yaml
+          git commit -m "chore(lockfile): refresh pnpm-lock.yaml"
+          git push --force origin "$BRANCH"
+
+          # Create PR if one doesn't already exist
+          existing=$(gh pr list --head "$BRANCH" --json number --jq '.[0].number')
+          if [ -z "$existing" ]; then
+            gh pr create \
+              --head "$BRANCH" \
+              --title "chore(lockfile): refresh pnpm-lock.yaml" \
+              --body "Auto-generated lockfile refresh after dependencies changed on master. This PR only updates pnpm-lock.yaml."
+            echo "Created new PR."
+          else
+            echo "PR #$existing already exists, branch updated via force push."
+          fi

.github/workflows/release.yml

@@ -0,0 +1,132 @@
+name: Release
+
+on:
+  workflow_dispatch:
+    inputs:
+      channel:
+        description: Release channel
+        required: true
+        type: choice
+        default: canary
+        options:
+          - canary
+          - stable
+      bump:
+        description: Semantic version bump
+        required: true
+        type: choice
+        default: patch
+        options:
+          - patch
+          - minor
+          - major
+      dry_run:
+        description: Preview the release without publishing
+        required: true
+        type: boolean
+        default: true
+
+concurrency:
+  group: release-${{ github.ref }}
+  cancel-in-progress: false
+
+jobs:
+  verify:
+    if: startsWith(github.ref, 'refs/heads/release/')
+    runs-on: ubuntu-latest
+    timeout-minutes: 30
+    permissions:
+      contents: read
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Typecheck
+        run: pnpm -r typecheck
+
+      - name: Run tests
+        run: pnpm test:run
+
+      - name: Build
+        run: pnpm build
+
+  publish:
+    if: startsWith(github.ref, 'refs/heads/release/')
+    needs: verify
+    runs-on: ubuntu-latest
+    timeout-minutes: 45
+    environment: npm-release
+    permissions:
+      contents: write
+      id-token: write
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 9.15.4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Configure git author
+        run: |
+          git config user.name "github-actions[bot]"
+          git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
+
+      - name: Run release script
+        env:
+          GITHUB_ACTIONS: "true"
+        run: |
+          args=("${{ inputs.bump }}")
+          if [ "${{ inputs.channel }}" = "canary" ]; then
+            args+=("--canary")
+          fi
+          if [ "${{ inputs.dry_run }}" = "true" ]; then
+            args+=("--dry-run")
+          fi
+          ./scripts/release.sh "${args[@]}"
+
+      - name: Push stable release branch commit and tag
+        if: inputs.channel == 'stable' && !inputs.dry_run
+        run: git push origin "HEAD:${GITHUB_REF_NAME}" --follow-tags
+
+      - name: Create GitHub Release
+        if: inputs.channel == 'stable' && !inputs.dry_run
+        env:
+          GH_TOKEN: ${{ github.token }}
+        run: |
+          version="$(git tag --points-at HEAD | grep '^v' | head -1 | sed 's/^v//')"
+          if [ -z "$version" ]; then
+            echo "Error: no v* tag points at HEAD after stable release." >&2
+            exit 1
+          fi
+          ./scripts/create-github-release.sh "$version"

.gitignore

@@ -39,3 +39,11 @@ tmp/
 .paperclip-local/
 /.idea/
 /.agents/
+
+# Doc maintenance cursor
+.doc-review-cursor
+
+# Playwright
+tests/e2e/test-results/
+tests/e2e/playwright-report/
+.superset/

AGENTS.md

@@ -78,6 +78,9 @@ If you change schema/API behavior, update all impacted layers:
 4. Do not replace strategic docs wholesale unless asked.
 Prefer additive updates. Keep `doc/SPEC.md` and `doc/SPEC-implementation.md` aligned.
 
+5. Keep plan docs dated and centralized.
+New plan documents belong in `doc/plans/` and should use `YYYY-MM-DD-slug.md` filenames.
+
 ## 6. Database Change Workflow
 
 When changing data model:

Dockerfile

@@ -16,8 +16,11 @@ COPY packages/adapter-utils/package.json packages/adapter-utils/
 COPY packages/adapters/claude-local/package.json packages/adapters/claude-local/
 COPY packages/adapters/codex-local/package.json packages/adapters/codex-local/
 COPY packages/adapters/cursor-local/package.json packages/adapters/cursor-local/
-COPY packages/adapters/openclaw/package.json packages/adapters/openclaw/
+COPY packages/adapters/gemini-local/package.json packages/adapters/gemini-local/
+COPY packages/adapters/openclaw-gateway/package.json packages/adapters/openclaw-gateway/
 COPY packages/adapters/opencode-local/package.json packages/adapters/opencode-local/
+COPY packages/adapters/pi-local/package.json packages/adapters/pi-local/
+
 RUN pnpm install --frozen-lockfile
 
 FROM base AS build
@@ -30,8 +33,10 @@ RUN test -f server/dist/index.js || (echo "ERROR: server build output missing" &
 
 FROM base AS production
 WORKDIR /app
-COPY --from=build /app /app
+COPY --chown=node:node --from=build /app /app
-RUN npm install --global --omit=dev @anthropic-ai/claude-code@latest @openai/codex@latest
+RUN npm install --global --omit=dev @anthropic-ai/claude-code@latest @openai/codex@latest opencode-ai \
+  && mkdir -p /paperclip \
+  && chown node:node /paperclip
 
 ENV NODE_ENV=production \
   HOME=/paperclip \
@@ -47,4 +52,5 @@ ENV NODE_ENV=production \
 VOLUME ["/paperclip"]
 EXPOSE 3100
 
+USER node
 CMD ["node", "--import", "./server/node_modules/tsx/dist/loader.mjs", "server/dist/index.js"]

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/>
@@ -248,8 +248,6 @@ See [doc/DEVELOPING.md](doc/DEVELOPING.md) for the full development guide.
 
 We welcome contributions. See the [contributing guide](CONTRIBUTING.md) for details.
 
-<!-- TODO: add CONTRIBUTING.md -->
-
 <br/>
 
 ## Community

cli/CHANGELOG.md

@@ -1,5 +1,44 @@
 # 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
+
+- Stable release preparation for 0.3.0
+
+### Patch Changes
+
+- Updated dependencies [6077ae6]
+- Updated dependencies
+  - @paperclipai/shared@0.3.0
+  - @paperclipai/adapter-utils@0.3.0
+  - @paperclipai/adapter-claude-local@0.3.0
+  - @paperclipai/adapter-codex-local@0.3.0
+  - @paperclipai/adapter-cursor-local@0.3.0
+  - @paperclipai/adapter-openclaw-gateway@0.3.0
+  - @paperclipai/adapter-opencode-local@0.3.0
+  - @paperclipai/adapter-pi-local@0.3.0
+  - @paperclipai/db@0.3.0
+  - @paperclipai/server@0.3.0
+
 ## 0.2.7
 
 ### Patch Changes

cli/esbuild.config.mjs

@@ -21,7 +21,7 @@ const workspacePaths = [
   "packages/adapter-utils",
   "packages/adapters/claude-local",
   "packages/adapters/codex-local",
-  "packages/adapters/openclaw",
+  "packages/adapters/openclaw-gateway",
 ];
 
 // Workspace packages that should NOT be bundled — they'll be published

cli/package.json

@@ -1,6 +1,6 @@
 {
   "name": "paperclipai",
-  "version": "0.2.7",
+  "version": "0.3.1",
   "description": "Paperclip CLI — orchestrate AI agent teams to run a business",
   "type": "module",
   "bin": {
@@ -37,9 +37,10 @@
     "@paperclipai/adapter-claude-local": "workspace:*",
     "@paperclipai/adapter-codex-local": "workspace:*",
     "@paperclipai/adapter-cursor-local": "workspace:*",
+    "@paperclipai/adapter-gemini-local": "workspace:*",
     "@paperclipai/adapter-opencode-local": "workspace:*",
     "@paperclipai/adapter-pi-local": "workspace:*",
-    "@paperclipai/adapter-openclaw": "workspace:*",
+    "@paperclipai/adapter-openclaw-gateway": "workspace:*",
     "@paperclipai/adapter-utils": "workspace:*",
     "@paperclipai/db": "workspace:*",
     "@paperclipai/server": "workspace:*",
@@ -47,6 +48,7 @@
     "drizzle-orm": "0.38.4",
     "dotenv": "^17.0.1",
     "commander": "^13.1.0",
+    "embedded-postgres": "^18.1.0-beta.16",
     "picocolors": "^1.1.1"
   },
   "devDependencies": {

cli/src/__tests__/agent-jwt-env.test.ts

@@ -4,7 +4,9 @@ import path from "node:path";
 import { afterEach, beforeEach, describe, expect, it } from "vitest";
 import {
   ensureAgentJwtSecret,
+  mergePaperclipEnvEntries,
   readAgentJwtSecretFromEnv,
+  readPaperclipEnvEntries,
   resolveAgentJwtEnvFile,
 } from "../config/env.js";
 import { agentJwtSecretCheck } from "../checks/agent-jwt-secret-check.js";
@@ -58,4 +60,20 @@ describe("agent jwt env helpers", () => {
     const result = agentJwtSecretCheck(configPath);
     expect(result.status).toBe("pass");
   });
+
+  it("quotes hash-prefixed env values so dotenv round-trips them", () => {
+    const configPath = tempConfigPath();
+    const envPath = resolveAgentJwtEnvFile(configPath);
+
+    mergePaperclipEnvEntries(
+      {
+        PAPERCLIP_WORKTREE_COLOR: "#439edb",
+      },
+      envPath,
+    );
+
+    const contents = fs.readFileSync(envPath, "utf-8");
+    expect(contents).toContain('PAPERCLIP_WORKTREE_COLOR="#439edb"');
+    expect(readPaperclipEnvEntries(envPath).PAPERCLIP_WORKTREE_COLOR).toBe("#439edb");
+  });
 });

cli/src/__tests__/allowed-hostname.test.ts

@@ -42,6 +42,7 @@ function writeBaseConfig(configPath: string) {
     },
     auth: {
       baseUrlMode: "auto",
+      disableSignUp: false,
     },
     storage: {
       provider: "local_disk",

cli/src/__tests__/doctor.test.ts

@@ -0,0 +1,99 @@
+import fs from "node:fs";
+import os from "node:os";
+import path from "node:path";
+import { afterEach, beforeEach, describe, expect, it } from "vitest";
+import { doctor } from "../commands/doctor.js";
+import { writeConfig } from "../config/store.js";
+import type { PaperclipConfig } from "../config/schema.js";
+
+const ORIGINAL_ENV = { ...process.env };
+
+function createTempConfig(): string {
+  const root = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-doctor-"));
+  const configPath = path.join(root, ".paperclip", "config.json");
+  const runtimeRoot = path.join(root, "runtime");
+
+  const config: PaperclipConfig = {
+    $meta: {
+      version: 1,
+      updatedAt: "2026-03-10T00:00:00.000Z",
+      source: "configure",
+    },
+    database: {
+      mode: "embedded-postgres",
+      embeddedPostgresDataDir: path.join(runtimeRoot, "db"),
+      embeddedPostgresPort: 55432,
+      backup: {
+        enabled: true,
+        intervalMinutes: 60,
+        retentionDays: 30,
+        dir: path.join(runtimeRoot, "backups"),
+      },
+    },
+    logging: {
+      mode: "file",
+      logDir: path.join(runtimeRoot, "logs"),
+    },
+    server: {
+      deploymentMode: "local_trusted",
+      exposure: "private",
+      host: "127.0.0.1",
+      port: 3199,
+      allowedHostnames: [],
+      serveUi: true,
+    },
+    auth: {
+      baseUrlMode: "auto",
+      disableSignUp: false,
+    },
+    storage: {
+      provider: "local_disk",
+      localDisk: {
+        baseDir: path.join(runtimeRoot, "storage"),
+      },
+      s3: {
+        bucket: "paperclip",
+        region: "us-east-1",
+        prefix: "",
+        forcePathStyle: false,
+      },
+    },
+    secrets: {
+      provider: "local_encrypted",
+      strictMode: false,
+      localEncrypted: {
+        keyFilePath: path.join(runtimeRoot, "secrets", "master.key"),
+      },
+    },
+  };
+
+  writeConfig(config, configPath);
+  return configPath;
+}
+
+describe("doctor", () => {
+  beforeEach(() => {
+    process.env = { ...ORIGINAL_ENV };
+    delete process.env.PAPERCLIP_AGENT_JWT_SECRET;
+    delete process.env.PAPERCLIP_SECRETS_MASTER_KEY;
+    delete process.env.PAPERCLIP_SECRETS_MASTER_KEY_FILE;
+  });
+
+  afterEach(() => {
+    process.env = { ...ORIGINAL_ENV };
+  });
+
+  it("re-runs repairable checks so repaired failures do not remain blocking", async () => {
+    const configPath = createTempConfig();
+
+    const summary = await doctor({
+      config: configPath,
+      repair: true,
+      yes: true,
+    });
+
+    expect(summary.failed).toBe(0);
+    expect(summary.warned).toBe(0);
+    expect(process.env.PAPERCLIP_AGENT_JWT_SECRET).toBeTruthy();
+  });
+});

cli/src/__tests__/worktree.test.ts

@@ -0,0 +1,472 @@
+import fs from "node:fs";
+import os from "node:os";
+import path from "node:path";
+import { execFileSync } from "node:child_process";
+import { afterEach, describe, expect, it, vi } from "vitest";
+import {
+  copyGitHooksToWorktreeGitDir,
+  copySeededSecretsKey,
+  rebindWorkspaceCwd,
+  resolveSourceConfigPath,
+  resolveGitWorktreeAddArgs,
+  resolveWorktreeMakeTargetPath,
+  worktreeInitCommand,
+  worktreeMakeCommand,
+} from "../commands/worktree.js";
+import {
+  buildWorktreeConfig,
+  buildWorktreeEnvEntries,
+  formatShellExports,
+  generateWorktreeColor,
+  resolveWorktreeSeedPlan,
+  resolveWorktreeLocalPaths,
+  rewriteLocalUrlPort,
+  sanitizeWorktreeInstanceId,
+} from "../commands/worktree-lib.js";
+import type { PaperclipConfig } from "../config/schema.js";
+
+const ORIGINAL_CWD = process.cwd();
+const ORIGINAL_ENV = { ...process.env };
+
+afterEach(() => {
+  process.chdir(ORIGINAL_CWD);
+  for (const key of Object.keys(process.env)) {
+    if (!(key in ORIGINAL_ENV)) delete process.env[key];
+  }
+  for (const [key, value] of Object.entries(ORIGINAL_ENV)) {
+    if (value === undefined) delete process.env[key];
+    else process.env[key] = value;
+  }
+});
+
+function buildSourceConfig(): PaperclipConfig {
+  return {
+    $meta: {
+      version: 1,
+      updatedAt: "2026-03-09T00:00:00.000Z",
+      source: "configure",
+    },
+    database: {
+      mode: "embedded-postgres",
+      embeddedPostgresDataDir: "/tmp/main/db",
+      embeddedPostgresPort: 54329,
+      backup: {
+        enabled: true,
+        intervalMinutes: 60,
+        retentionDays: 30,
+        dir: "/tmp/main/backups",
+      },
+    },
+    logging: {
+      mode: "file",
+      logDir: "/tmp/main/logs",
+    },
+    server: {
+      deploymentMode: "authenticated",
+      exposure: "private",
+      host: "127.0.0.1",
+      port: 3100,
+      allowedHostnames: ["localhost"],
+      serveUi: true,
+    },
+    auth: {
+      baseUrlMode: "explicit",
+      publicBaseUrl: "http://127.0.0.1:3100",
+      disableSignUp: false,
+    },
+    storage: {
+      provider: "local_disk",
+      localDisk: {
+        baseDir: "/tmp/main/storage",
+      },
+      s3: {
+        bucket: "paperclip",
+        region: "us-east-1",
+        prefix: "",
+        forcePathStyle: false,
+      },
+    },
+    secrets: {
+      provider: "local_encrypted",
+      strictMode: false,
+      localEncrypted: {
+        keyFilePath: "/tmp/main/secrets/master.key",
+      },
+    },
+  };
+}
+
+describe("worktree helpers", () => {
+  it("sanitizes instance ids", () => {
+    expect(sanitizeWorktreeInstanceId("feature/worktree-support")).toBe("feature-worktree-support");
+    expect(sanitizeWorktreeInstanceId("  ")).toBe("worktree");
+  });
+
+  it("resolves worktree:make target paths under the user home directory", () => {
+    expect(resolveWorktreeMakeTargetPath("paperclip-pr-432")).toBe(
+      path.resolve(os.homedir(), "paperclip-pr-432"),
+    );
+  });
+
+  it("rejects worktree:make names that are not safe directory/branch names", () => {
+    expect(() => resolveWorktreeMakeTargetPath("paperclip/pr-432")).toThrow(
+      "Worktree name must contain only letters, numbers, dots, underscores, or dashes.",
+    );
+  });
+
+  it("builds git worktree add args for new and existing branches", () => {
+    expect(
+      resolveGitWorktreeAddArgs({
+        branchName: "feature-branch",
+        targetPath: "/tmp/feature-branch",
+        branchExists: false,
+      }),
+    ).toEqual(["worktree", "add", "-b", "feature-branch", "/tmp/feature-branch", "HEAD"]);
+
+    expect(
+      resolveGitWorktreeAddArgs({
+        branchName: "feature-branch",
+        targetPath: "/tmp/feature-branch",
+        branchExists: true,
+      }),
+    ).toEqual(["worktree", "add", "/tmp/feature-branch", "feature-branch"]);
+  });
+
+  it("builds git worktree add args with a start point", () => {
+    expect(
+      resolveGitWorktreeAddArgs({
+        branchName: "my-worktree",
+        targetPath: "/tmp/my-worktree",
+        branchExists: false,
+        startPoint: "public-gh/master",
+      }),
+    ).toEqual(["worktree", "add", "-b", "my-worktree", "/tmp/my-worktree", "public-gh/master"]);
+  });
+
+  it("uses start point even when a local branch with the same name exists", () => {
+    expect(
+      resolveGitWorktreeAddArgs({
+        branchName: "my-worktree",
+        targetPath: "/tmp/my-worktree",
+        branchExists: true,
+        startPoint: "origin/main",
+      }),
+    ).toEqual(["worktree", "add", "-b", "my-worktree", "/tmp/my-worktree", "origin/main"]);
+  });
+
+  it("rewrites loopback auth URLs to the new port only", () => {
+    expect(rewriteLocalUrlPort("http://127.0.0.1:3100", 3110)).toBe("http://127.0.0.1:3110/");
+    expect(rewriteLocalUrlPort("https://paperclip.example", 3110)).toBe("https://paperclip.example");
+  });
+
+  it("builds isolated config and env paths for a worktree", () => {
+    const paths = resolveWorktreeLocalPaths({
+      cwd: "/tmp/paperclip-feature",
+      homeDir: "/tmp/paperclip-worktrees",
+      instanceId: "feature-worktree-support",
+    });
+    const config = buildWorktreeConfig({
+      sourceConfig: buildSourceConfig(),
+      paths,
+      serverPort: 3110,
+      databasePort: 54339,
+      now: new Date("2026-03-09T12:00:00.000Z"),
+    });
+
+    expect(config.database.embeddedPostgresDataDir).toBe(
+      path.resolve("/tmp/paperclip-worktrees", "instances", "feature-worktree-support", "db"),
+    );
+    expect(config.database.embeddedPostgresPort).toBe(54339);
+    expect(config.server.port).toBe(3110);
+    expect(config.auth.publicBaseUrl).toBe("http://127.0.0.1:3110/");
+    expect(config.storage.localDisk.baseDir).toBe(
+      path.resolve("/tmp/paperclip-worktrees", "instances", "feature-worktree-support", "data", "storage"),
+    );
+
+    const env = buildWorktreeEnvEntries(paths, {
+      name: "feature-worktree-support",
+      color: "#3abf7a",
+    });
+    expect(env.PAPERCLIP_HOME).toBe(path.resolve("/tmp/paperclip-worktrees"));
+    expect(env.PAPERCLIP_INSTANCE_ID).toBe("feature-worktree-support");
+    expect(env.PAPERCLIP_IN_WORKTREE).toBe("true");
+    expect(env.PAPERCLIP_WORKTREE_NAME).toBe("feature-worktree-support");
+    expect(env.PAPERCLIP_WORKTREE_COLOR).toBe("#3abf7a");
+    expect(formatShellExports(env)).toContain("export PAPERCLIP_INSTANCE_ID='feature-worktree-support'");
+  });
+
+  it("generates vivid worktree colors as hex", () => {
+    expect(generateWorktreeColor()).toMatch(/^#[0-9a-f]{6}$/);
+  });
+
+  it("uses minimal seed mode to keep app state but drop heavy runtime history", () => {
+    const minimal = resolveWorktreeSeedPlan("minimal");
+    const full = resolveWorktreeSeedPlan("full");
+
+    expect(minimal.excludedTables).toContain("heartbeat_runs");
+    expect(minimal.excludedTables).toContain("heartbeat_run_events");
+    expect(minimal.excludedTables).toContain("workspace_runtime_services");
+    expect(minimal.excludedTables).toContain("agent_task_sessions");
+    expect(minimal.nullifyColumns.issues).toEqual(["checkout_run_id", "execution_run_id"]);
+
+    expect(full.excludedTables).toEqual([]);
+    expect(full.nullifyColumns).toEqual({});
+  });
+
+  it("copies the source local_encrypted secrets key into the seeded worktree instance", () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-secrets-"));
+    const originalInlineMasterKey = process.env.PAPERCLIP_SECRETS_MASTER_KEY;
+    const originalKeyFile = process.env.PAPERCLIP_SECRETS_MASTER_KEY_FILE;
+    try {
+      delete process.env.PAPERCLIP_SECRETS_MASTER_KEY;
+      delete process.env.PAPERCLIP_SECRETS_MASTER_KEY_FILE;
+      const sourceConfigPath = path.join(tempRoot, "source", "config.json");
+      const sourceKeyPath = path.join(tempRoot, "source", "secrets", "master.key");
+      const targetKeyPath = path.join(tempRoot, "target", "secrets", "master.key");
+      fs.mkdirSync(path.dirname(sourceKeyPath), { recursive: true });
+      fs.writeFileSync(sourceKeyPath, "source-master-key", "utf8");
+
+      const sourceConfig = buildSourceConfig();
+      sourceConfig.secrets.localEncrypted.keyFilePath = sourceKeyPath;
+
+      copySeededSecretsKey({
+        sourceConfigPath,
+        sourceConfig,
+        sourceEnvEntries: {},
+        targetKeyFilePath: targetKeyPath,
+      });
+
+      expect(fs.readFileSync(targetKeyPath, "utf8")).toBe("source-master-key");
+    } finally {
+      if (originalInlineMasterKey === undefined) {
+        delete process.env.PAPERCLIP_SECRETS_MASTER_KEY;
+      } else {
+        process.env.PAPERCLIP_SECRETS_MASTER_KEY = originalInlineMasterKey;
+      }
+      if (originalKeyFile === undefined) {
+        delete process.env.PAPERCLIP_SECRETS_MASTER_KEY_FILE;
+      } else {
+        process.env.PAPERCLIP_SECRETS_MASTER_KEY_FILE = originalKeyFile;
+      }
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  });
+
+  it("writes the source inline secrets master key into the seeded worktree instance", () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-secrets-"));
+    try {
+      const sourceConfigPath = path.join(tempRoot, "source", "config.json");
+      const targetKeyPath = path.join(tempRoot, "target", "secrets", "master.key");
+
+      copySeededSecretsKey({
+        sourceConfigPath,
+        sourceConfig: buildSourceConfig(),
+        sourceEnvEntries: {
+          PAPERCLIP_SECRETS_MASTER_KEY: "inline-source-master-key",
+        },
+        targetKeyFilePath: targetKeyPath,
+      });
+
+      expect(fs.readFileSync(targetKeyPath, "utf8")).toBe("inline-source-master-key");
+    } finally {
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  });
+
+  it("persists the current agent jwt secret into the worktree env file", async () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-jwt-"));
+    const repoRoot = path.join(tempRoot, "repo");
+    const originalCwd = process.cwd();
+    const originalJwtSecret = process.env.PAPERCLIP_AGENT_JWT_SECRET;
+
+    try {
+      fs.mkdirSync(repoRoot, { recursive: true });
+      process.env.PAPERCLIP_AGENT_JWT_SECRET = "worktree-shared-secret";
+      process.chdir(repoRoot);
+
+      await worktreeInitCommand({
+        seed: false,
+        fromConfig: path.join(tempRoot, "missing", "config.json"),
+        home: path.join(tempRoot, ".paperclip-worktrees"),
+      });
+
+      const envPath = path.join(repoRoot, ".paperclip", ".env");
+      const envContents = fs.readFileSync(envPath, "utf8");
+      expect(envContents).toContain("PAPERCLIP_AGENT_JWT_SECRET=worktree-shared-secret");
+      expect(envContents).toContain("PAPERCLIP_WORKTREE_NAME=repo");
+      expect(envContents).toMatch(/PAPERCLIP_WORKTREE_COLOR=\"#[0-9a-f]{6}\"/);
+    } finally {
+      process.chdir(originalCwd);
+      if (originalJwtSecret === undefined) {
+        delete process.env.PAPERCLIP_AGENT_JWT_SECRET;
+      } else {
+        process.env.PAPERCLIP_AGENT_JWT_SECRET = originalJwtSecret;
+      }
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  });
+
+  it("defaults the seed source config to the current repo-local Paperclip config", () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-source-config-"));
+    const repoRoot = path.join(tempRoot, "repo");
+    const localConfigPath = path.join(repoRoot, ".paperclip", "config.json");
+    const originalCwd = process.cwd();
+    const originalPaperclipConfig = process.env.PAPERCLIP_CONFIG;
+
+    try {
+      fs.mkdirSync(path.dirname(localConfigPath), { recursive: true });
+      fs.writeFileSync(localConfigPath, JSON.stringify(buildSourceConfig()), "utf8");
+      delete process.env.PAPERCLIP_CONFIG;
+      process.chdir(repoRoot);
+
+      expect(fs.realpathSync(resolveSourceConfigPath({}))).toBe(fs.realpathSync(localConfigPath));
+    } finally {
+      process.chdir(originalCwd);
+      if (originalPaperclipConfig === undefined) {
+        delete process.env.PAPERCLIP_CONFIG;
+      } else {
+        process.env.PAPERCLIP_CONFIG = originalPaperclipConfig;
+      }
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  });
+
+  it("preserves the source config path across worktree:make cwd changes", () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-source-override-"));
+    const sourceConfigPath = path.join(tempRoot, "source", "config.json");
+    const targetRoot = path.join(tempRoot, "target");
+    const originalCwd = process.cwd();
+    const originalPaperclipConfig = process.env.PAPERCLIP_CONFIG;
+
+    try {
+      fs.mkdirSync(path.dirname(sourceConfigPath), { recursive: true });
+      fs.mkdirSync(targetRoot, { recursive: true });
+      fs.writeFileSync(sourceConfigPath, JSON.stringify(buildSourceConfig()), "utf8");
+      delete process.env.PAPERCLIP_CONFIG;
+      process.chdir(targetRoot);
+
+      expect(resolveSourceConfigPath({ sourceConfigPathOverride: sourceConfigPath })).toBe(
+        path.resolve(sourceConfigPath),
+      );
+    } finally {
+      process.chdir(originalCwd);
+      if (originalPaperclipConfig === undefined) {
+        delete process.env.PAPERCLIP_CONFIG;
+      } else {
+        process.env.PAPERCLIP_CONFIG = originalPaperclipConfig;
+      }
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  });
+
+  it("rebinds same-repo workspace paths onto the current worktree root", () => {
+    expect(
+      rebindWorkspaceCwd({
+        sourceRepoRoot: "/Users/example/paperclip",
+        targetRepoRoot: "/Users/example/paperclip-pr-432",
+        workspaceCwd: "/Users/example/paperclip",
+      }),
+    ).toBe("/Users/example/paperclip-pr-432");
+
+    expect(
+      rebindWorkspaceCwd({
+        sourceRepoRoot: "/Users/example/paperclip",
+        targetRepoRoot: "/Users/example/paperclip-pr-432",
+        workspaceCwd: "/Users/example/paperclip/packages/db",
+      }),
+    ).toBe("/Users/example/paperclip-pr-432/packages/db");
+  });
+
+  it("does not rebind paths outside the source repo root", () => {
+    expect(
+      rebindWorkspaceCwd({
+        sourceRepoRoot: "/Users/example/paperclip",
+        targetRepoRoot: "/Users/example/paperclip-pr-432",
+        workspaceCwd: "/Users/example/other-project",
+      }),
+    ).toBeNull();
+  });
+
+  it("copies shared git hooks into a linked worktree git dir", () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-hooks-"));
+    const repoRoot = path.join(tempRoot, "repo");
+    const worktreePath = path.join(tempRoot, "repo-feature");
+
+    try {
+      fs.mkdirSync(repoRoot, { recursive: true });
+      execFileSync("git", ["init"], { cwd: repoRoot, stdio: "ignore" });
+      execFileSync("git", ["config", "user.email", "test@example.com"], { cwd: repoRoot, stdio: "ignore" });
+      execFileSync("git", ["config", "user.name", "Test User"], { cwd: repoRoot, stdio: "ignore" });
+      fs.writeFileSync(path.join(repoRoot, "README.md"), "# temp\n", "utf8");
+      execFileSync("git", ["add", "README.md"], { cwd: repoRoot, stdio: "ignore" });
+      execFileSync("git", ["commit", "-m", "Initial commit"], { cwd: repoRoot, stdio: "ignore" });
+
+      const sourceHooksDir = path.join(repoRoot, ".git", "hooks");
+      const sourceHookPath = path.join(sourceHooksDir, "pre-commit");
+      const sourceTokensPath = path.join(sourceHooksDir, "forbidden-tokens.txt");
+      fs.writeFileSync(sourceHookPath, "#!/usr/bin/env bash\nexit 0\n", { encoding: "utf8", mode: 0o755 });
+      fs.chmodSync(sourceHookPath, 0o755);
+      fs.writeFileSync(sourceTokensPath, "secret-token\n", "utf8");
+
+      execFileSync("git", ["worktree", "add", "--detach", worktreePath], { cwd: repoRoot, stdio: "ignore" });
+
+      const copied = copyGitHooksToWorktreeGitDir(worktreePath);
+      const worktreeGitDir = execFileSync("git", ["rev-parse", "--git-dir"], {
+        cwd: worktreePath,
+        encoding: "utf8",
+        stdio: ["ignore", "pipe", "ignore"],
+      }).trim();
+      const resolvedSourceHooksDir = fs.realpathSync(sourceHooksDir);
+      const resolvedTargetHooksDir = fs.realpathSync(path.resolve(worktreePath, worktreeGitDir, "hooks"));
+      const targetHookPath = path.join(resolvedTargetHooksDir, "pre-commit");
+      const targetTokensPath = path.join(resolvedTargetHooksDir, "forbidden-tokens.txt");
+
+      expect(copied).toMatchObject({
+        sourceHooksPath: resolvedSourceHooksDir,
+        targetHooksPath: resolvedTargetHooksDir,
+        copied: true,
+      });
+      expect(fs.readFileSync(targetHookPath, "utf8")).toBe("#!/usr/bin/env bash\nexit 0\n");
+      expect(fs.statSync(targetHookPath).mode & 0o111).not.toBe(0);
+      expect(fs.readFileSync(targetTokensPath, "utf8")).toBe("secret-token\n");
+    } finally {
+      execFileSync("git", ["worktree", "remove", "--force", worktreePath], { cwd: repoRoot, stdio: "ignore" });
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  });
+
+  it("creates and initializes a worktree from the top-level worktree:make command", async () => {
+    const tempRoot = fs.mkdtempSync(path.join(os.tmpdir(), "paperclip-worktree-make-"));
+    const repoRoot = path.join(tempRoot, "repo");
+    const fakeHome = path.join(tempRoot, "home");
+    const worktreePath = path.join(fakeHome, "paperclip-make-test");
+    const originalCwd = process.cwd();
+    const homedirSpy = vi.spyOn(os, "homedir").mockReturnValue(fakeHome);
+
+    try {
+      fs.mkdirSync(repoRoot, { recursive: true });
+      fs.mkdirSync(fakeHome, { recursive: true });
+      execFileSync("git", ["init"], { cwd: repoRoot, stdio: "ignore" });
+      execFileSync("git", ["config", "user.email", "test@example.com"], { cwd: repoRoot, stdio: "ignore" });
+      execFileSync("git", ["config", "user.name", "Test User"], { cwd: repoRoot, stdio: "ignore" });
+      fs.writeFileSync(path.join(repoRoot, "README.md"), "# temp\n", "utf8");
+      execFileSync("git", ["add", "README.md"], { cwd: repoRoot, stdio: "ignore" });
+      execFileSync("git", ["commit", "-m", "Initial commit"], { cwd: repoRoot, stdio: "ignore" });
+
+      process.chdir(repoRoot);
+
+      await worktreeMakeCommand("paperclip-make-test", {
+        seed: false,
+        home: path.join(tempRoot, ".paperclip-worktrees"),
+      });
+
+      expect(fs.existsSync(path.join(worktreePath, ".git"))).toBe(true);
+      expect(fs.existsSync(path.join(worktreePath, ".paperclip", "config.json"))).toBe(true);
+      expect(fs.existsSync(path.join(worktreePath, ".paperclip", ".env"))).toBe(true);
+    } finally {
+      process.chdir(originalCwd);
+      homedirSpy.mockRestore();
+      fs.rmSync(tempRoot, { recursive: true, force: true });
+    }
+  }, 20_000);
+});

cli/src/adapters/registry.ts

@@ -2,9 +2,10 @@ import type { CLIAdapterModule } from "@paperclipai/adapter-utils";
 import { printClaudeStreamEvent } from "@paperclipai/adapter-claude-local/cli";
 import { printCodexStreamEvent } from "@paperclipai/adapter-codex-local/cli";
 import { printCursorStreamEvent } from "@paperclipai/adapter-cursor-local/cli";
+import { printGeminiStreamEvent } from "@paperclipai/adapter-gemini-local/cli";
 import { printOpenCodeStreamEvent } from "@paperclipai/adapter-opencode-local/cli";
 import { printPiStreamEvent } from "@paperclipai/adapter-pi-local/cli";
-import { printOpenClawStreamEvent } from "@paperclipai/adapter-openclaw/cli";
+import { printOpenClawGatewayStreamEvent } from "@paperclipai/adapter-openclaw-gateway/cli";
 import { processCLIAdapter } from "./process/index.js";
 import { httpCLIAdapter } from "./http/index.js";
 
@@ -33,13 +34,28 @@ const cursorLocalCLIAdapter: CLIAdapterModule = {
   formatStdoutEvent: printCursorStreamEvent,
 };
 
-const openclawCLIAdapter: CLIAdapterModule = {
+const geminiLocalCLIAdapter: CLIAdapterModule = {
-  type: "openclaw",
+  type: "gemini_local",
-  formatStdoutEvent: printOpenClawStreamEvent,
+  formatStdoutEvent: printGeminiStreamEvent,
+};
+
+const openclawGatewayCLIAdapter: CLIAdapterModule = {
+  type: "openclaw_gateway",
+  formatStdoutEvent: printOpenClawGatewayStreamEvent,
 };
 
 const adaptersByType = new Map<string, CLIAdapterModule>(
-  [claudeLocalCLIAdapter, codexLocalCLIAdapter, openCodeLocalCLIAdapter, piLocalCLIAdapter, cursorLocalCLIAdapter, openclawCLIAdapter, processCLIAdapter, httpCLIAdapter].map((a) => [a.type, a]),
+  [
+    claudeLocalCLIAdapter,
+    codexLocalCLIAdapter,
+    openCodeLocalCLIAdapter,
+    piLocalCLIAdapter,
+    cursorLocalCLIAdapter,
+    geminiLocalCLIAdapter,
+    openclawGatewayCLIAdapter,
+    processCLIAdapter,
+    httpCLIAdapter,
+  ].map((a) => [a.type, a]),
 );
 
 export function getCLIAdapter(type: string): CLIAdapterModule {

cli/src/client/http.ts

@@ -104,8 +104,10 @@ export class PaperclipApiClient {
 
 function buildUrl(apiBase: string, path: string): string {
   const normalizedPath = path.startsWith("/") ? path : `/${path}`;
+  const [pathname, query] = normalizedPath.split("?");
   const url = new URL(apiBase);
-  url.pathname = `${url.pathname.replace(/\/+$/, "")}${normalizedPath}`;
+  url.pathname = `${url.pathname.replace(/\/+$/, "")}${pathname}`;
+  if (query) url.search = query;
   return url.toString();
 }
 

cli/src/commands/allowed-hostname.ts

@@ -26,6 +26,9 @@ export async function addAllowedHostname(host: string, opts: { config?: string }
     p.log.info(`Hostname ${pc.cyan(normalized)} is already allowed.`);
   } else {
     p.log.success(`Added allowed hostname: ${pc.cyan(normalized)}`);
+    p.log.message(
+      pc.dim("Restart the Paperclip server for this change to take effect."),
+    );
   }
 
   if (!(config.server.deploymentMode === "authenticated" && config.server.exposure === "private")) {

cli/src/commands/auth-bootstrap-ceo.ts

@@ -3,6 +3,7 @@ import * as p from "@clack/prompts";
 import pc from "picocolors";
 import { and, eq, gt, isNull } from "drizzle-orm";
 import { createDb, instanceUserRoles, invites } from "@paperclipai/db";
+import { loadPaperclipEnvFile } from "../config/env.js";
 import { readConfig, resolveConfigPath } from "../config/store.js";
 
 function hashToken(token: string) {
@@ -13,7 +14,8 @@ function createInviteToken() {
   return `pcp_bootstrap_${randomBytes(24).toString("hex")}`;
 }
 
-function resolveDbUrl(configPath?: string) {
+function resolveDbUrl(configPath?: string, explicitDbUrl?: string) {
+  if (explicitDbUrl) return explicitDbUrl;
   const config = readConfig(configPath);
   if (process.env.DATABASE_URL) return process.env.DATABASE_URL;
   if (config?.database.mode === "postgres" && config.database.connectionString) {
@@ -49,8 +51,10 @@ export async function bootstrapCeoInvite(opts: {
   force?: boolean;
   expiresHours?: number;
   baseUrl?: string;
+  dbUrl?: string;
 }) {
   const configPath = resolveConfigPath(opts.config);
+  loadPaperclipEnvFile(configPath);
   const config = readConfig(configPath);
   if (!config) {
     p.log.error(`No config found at ${configPath}. Run ${pc.cyan("paperclip onboard")} first.`);
@@ -62,7 +66,7 @@ export async function bootstrapCeoInvite(opts: {
     return;
   }
 
-  const dbUrl = resolveDbUrl(configPath);
+  const dbUrl = resolveDbUrl(configPath, opts.dbUrl);
   if (!dbUrl) {
     p.log.error(
       "Could not resolve database connection for bootstrap.",
@@ -71,6 +75,11 @@ export async function bootstrapCeoInvite(opts: {
   }
 
   const db = createDb(dbUrl);
+  const closableDb = db as typeof db & {
+    $client?: {
+      end?: (options?: { timeout?: number }) => Promise<void>;
+    };
+  };
   try {
     const existingAdminCount = await db
       .select()
@@ -118,5 +127,7 @@ export async function bootstrapCeoInvite(opts: {
   } catch (err) {
     p.log.error(`Could not create bootstrap invite: ${err instanceof Error ? err.message : String(err)}`);
     p.log.info("If using embedded-postgres, start the Paperclip server and run this command again.");
+  } finally {
+    await closableDb.$client?.end?.({ timeout: 5 }).catch(() => undefined);
   }
 }

cli/src/commands/client/agent.ts

@@ -1,5 +1,13 @@
 import { Command } from "commander";
 import type { Agent } from "@paperclipai/shared";
+import {
+  removeMaintainerOnlySkillSymlinks,
+  resolvePaperclipSkillsDir,
+} from "@paperclipai/adapter-utils/server-utils";
+import fs from "node:fs/promises";
+import os from "node:os";
+import path from "node:path";
+import { fileURLToPath } from "node:url";
 import {
   addCommonClientOptions,
   formatInlineRecord,
@@ -13,6 +21,141 @@ interface AgentListOptions extends BaseClientOptions {
   companyId?: string;
 }
 
+interface AgentLocalCliOptions extends BaseClientOptions {
+  companyId?: string;
+  keyName?: string;
+  installSkills?: boolean;
+}
+
+interface CreatedAgentKey {
+  id: string;
+  name: string;
+  token: string;
+  createdAt: string;
+}
+
+interface SkillsInstallSummary {
+  tool: "codex" | "claude";
+  target: string;
+  linked: string[];
+  removed: string[];
+  skipped: string[];
+  failed: Array<{ name: string; error: string }>;
+}
+
+const __moduleDir = path.dirname(fileURLToPath(import.meta.url));
+
+function codexSkillsHome(): string {
+  const fromEnv = process.env.CODEX_HOME?.trim();
+  const base = fromEnv && fromEnv.length > 0 ? fromEnv : path.join(os.homedir(), ".codex");
+  return path.join(base, "skills");
+}
+
+function claudeSkillsHome(): string {
+  const fromEnv = process.env.CLAUDE_HOME?.trim();
+  const base = fromEnv && fromEnv.length > 0 ? fromEnv : path.join(os.homedir(), ".claude");
+  return path.join(base, "skills");
+}
+
+async function installSkillsForTarget(
+  sourceSkillsDir: string,
+  targetSkillsDir: string,
+  tool: "codex" | "claude",
+): Promise<SkillsInstallSummary> {
+  const summary: SkillsInstallSummary = {
+    tool,
+    target: targetSkillsDir,
+    linked: [],
+    removed: [],
+    skipped: [],
+    failed: [],
+  };
+
+  await fs.mkdir(targetSkillsDir, { recursive: true });
+  const entries = await fs.readdir(sourceSkillsDir, { withFileTypes: true });
+  summary.removed = await removeMaintainerOnlySkillSymlinks(
+    targetSkillsDir,
+    entries.filter((entry) => entry.isDirectory()).map((entry) => entry.name),
+  );
+  for (const entry of entries) {
+    if (!entry.isDirectory()) continue;
+    const source = path.join(sourceSkillsDir, entry.name);
+    const target = path.join(targetSkillsDir, entry.name);
+    const existing = await fs.lstat(target).catch(() => null);
+    if (existing) {
+      if (existing.isSymbolicLink()) {
+        let linkedPath: string | null = null;
+        try {
+          linkedPath = await fs.readlink(target);
+        } catch (err) {
+          await fs.unlink(target);
+          try {
+            await fs.symlink(source, target);
+            summary.linked.push(entry.name);
+            continue;
+          } catch (linkErr) {
+            summary.failed.push({
+              name: entry.name,
+              error:
+                err instanceof Error && linkErr instanceof Error
+                  ? `${err.message}; then ${linkErr.message}`
+                  : err instanceof Error
+                    ? err.message
+                    : `Failed to recover broken symlink: ${String(err)}`,
+            });
+            continue;
+          }
+        }
+
+        const resolvedLinkedPath = path.isAbsolute(linkedPath)
+          ? linkedPath
+          : path.resolve(path.dirname(target), linkedPath);
+        const linkedTargetExists = await fs
+          .stat(resolvedLinkedPath)
+          .then(() => true)
+          .catch(() => false);
+
+        if (!linkedTargetExists) {
+          await fs.unlink(target);
+        } else {
+          summary.skipped.push(entry.name);
+          continue;
+        }
+      } else {
+        summary.skipped.push(entry.name);
+        continue;
+      }
+    }
+
+    try {
+      await fs.symlink(source, target);
+      summary.linked.push(entry.name);
+    } catch (err) {
+      summary.failed.push({
+        name: entry.name,
+        error: err instanceof Error ? err.message : String(err),
+      });
+    }
+  }
+
+  return summary;
+}
+
+function buildAgentEnvExports(input: {
+  apiBase: string;
+  companyId: string;
+  agentId: string;
+  apiKey: string;
+}): string {
+  const escaped = (value: string) => value.replace(/'/g, "'\"'\"'");
+  return [
+    `export PAPERCLIP_API_URL='${escaped(input.apiBase)}'`,
+    `export PAPERCLIP_COMPANY_ID='${escaped(input.companyId)}'`,
+    `export PAPERCLIP_AGENT_ID='${escaped(input.agentId)}'`,
+    `export PAPERCLIP_API_KEY='${escaped(input.apiKey)}'`,
+  ].join("\n");
+}
+
 export function registerAgentCommands(program: Command): void {
   const agent = program.command("agent").description("Agent operations");
 
@@ -71,4 +214,102 @@ export function registerAgentCommands(program: Command): void {
         }
       }),
   );
+
+  addCommonClientOptions(
+    agent
+      .command("local-cli")
+      .description(
+        "Create an agent API key, install local Paperclip skills for Codex/Claude, and print shell exports",
+      )
+      .argument("<agentRef>", "Agent ID or shortname/url-key")
+      .requiredOption("-C, --company-id <id>", "Company ID")
+      .option("--key-name <name>", "API key label", "local-cli")
+      .option(
+        "--no-install-skills",
+        "Skip installing Paperclip skills into ~/.codex/skills and ~/.claude/skills",
+      )
+      .action(async (agentRef: string, opts: AgentLocalCliOptions) => {
+        try {
+          const ctx = resolveCommandContext(opts, { requireCompany: true });
+          const query = new URLSearchParams({ companyId: ctx.companyId ?? "" });
+          const agentRow = await ctx.api.get<Agent>(
+            `/api/agents/${encodeURIComponent(agentRef)}?${query.toString()}`,
+          );
+          if (!agentRow) {
+            throw new Error(`Agent not found: ${agentRef}`);
+          }
+
+          const now = new Date().toISOString().replaceAll(":", "-");
+          const keyName = opts.keyName?.trim() ? opts.keyName.trim() : `local-cli-${now}`;
+          const key = await ctx.api.post<CreatedAgentKey>(`/api/agents/${agentRow.id}/keys`, { name: keyName });
+          if (!key) {
+            throw new Error("Failed to create API key");
+          }
+
+          const installSummaries: SkillsInstallSummary[] = [];
+          if (opts.installSkills !== false) {
+            const skillsDir = await resolvePaperclipSkillsDir(__moduleDir, [path.resolve(process.cwd(), "skills")]);
+            if (!skillsDir) {
+              throw new Error(
+                "Could not locate local Paperclip skills directory. Expected ./skills in the repo checkout.",
+              );
+            }
+
+            installSummaries.push(
+              await installSkillsForTarget(skillsDir, codexSkillsHome(), "codex"),
+              await installSkillsForTarget(skillsDir, claudeSkillsHome(), "claude"),
+            );
+          }
+
+          const exportsText = buildAgentEnvExports({
+            apiBase: ctx.api.apiBase,
+            companyId: agentRow.companyId,
+            agentId: agentRow.id,
+            apiKey: key.token,
+          });
+
+          if (ctx.json) {
+            printOutput(
+              {
+                agent: {
+                  id: agentRow.id,
+                  name: agentRow.name,
+                  urlKey: agentRow.urlKey,
+                  companyId: agentRow.companyId,
+                },
+                key: {
+                  id: key.id,
+                  name: key.name,
+                  createdAt: key.createdAt,
+                  token: key.token,
+                },
+                skills: installSummaries,
+                exports: exportsText,
+              },
+              { json: true },
+            );
+            return;
+          }
+
+          console.log(`Agent: ${agentRow.name} (${agentRow.id})`);
+          console.log(`API key created: ${key.name} (${key.id})`);
+          if (installSummaries.length > 0) {
+            for (const summary of installSummaries) {
+              console.log(
+                `${summary.tool}: linked=${summary.linked.length} removed=${summary.removed.length} skipped=${summary.skipped.length} failed=${summary.failed.length} target=${summary.target}`,
+              );
+              for (const failed of summary.failed) {
+                console.log(`  failed ${failed.name}: ${failed.error}`);
+              }
+            }
+          }
+          console.log("");
+          console.log("# Run this in your shell before launching codex/claude:");
+          console.log(exportsText);
+        } catch (err) {
+          handleCommandError(err);
+        }
+      }),
+    { includeCompany: false },
+  );
 }

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/commands/configure.ts

@@ -61,6 +61,7 @@ function defaultConfig(): PaperclipConfig {
     },
     auth: {
       baseUrlMode: "auto",
+      disableSignUp: false,
     },
     storage: defaultStorageConfig(),
     secrets: defaultSecretsConfig(),

cli/src/commands/doctor.ts

@@ -14,6 +14,7 @@ import {
   storageCheck,
   type CheckResult,
 } from "../checks/index.js";
+import { loadPaperclipEnvFile } from "../config/env.js";
 import { printPaperclipCliBanner } from "../utils/banner.js";
 
 const STATUS_ICON = {
@@ -31,6 +32,7 @@ export async function doctor(opts: {
   p.intro(pc.bgCyan(pc.black(" paperclip doctor ")));
 
   const configPath = resolveConfigPath(opts.config);
+  loadPaperclipEnvFile(configPath);
   const results: CheckResult[] = [];
 
   // 1. Config check (must pass before others)
@@ -64,28 +66,40 @@ export async function doctor(opts: {
   printResult(deploymentAuthResult);
 
   // 3. Agent JWT check
-  const jwtResult = agentJwtSecretCheck(opts.config);
+  results.push(
-  results.push(jwtResult);
+    await runRepairableCheck({
-  printResult(jwtResult);
+      run: () => agentJwtSecretCheck(opts.config),
-  await maybeRepair(jwtResult, opts);
+      configPath,
+      opts,
+    }),
+  );
 
   // 4. Secrets adapter check
-  const secretsResult = secretsCheck(config, configPath);
+  results.push(
-  results.push(secretsResult);
+    await runRepairableCheck({
-  printResult(secretsResult);
+      run: () => secretsCheck(config, configPath),
-  await maybeRepair(secretsResult, opts);
+      configPath,
+      opts,
+    }),
+  );
 
   // 5. Storage check
-  const storageResult = storageCheck(config, configPath);
+  results.push(
-  results.push(storageResult);
+    await runRepairableCheck({
-  printResult(storageResult);
+      run: () => storageCheck(config, configPath),
-  await maybeRepair(storageResult, opts);
+      configPath,
+      opts,
+    }),
+  );
 
   // 6. Database check
-  const dbResult = await databaseCheck(config, configPath);
+  results.push(
-  results.push(dbResult);
+    await runRepairableCheck({
-  printResult(dbResult);
+      run: () => databaseCheck(config, configPath),
-  await maybeRepair(dbResult, opts);
+      configPath,
+      opts,
+    }),
+  );
 
   // 7. LLM check
   const llmResult = await llmCheck(config);
@@ -93,10 +107,13 @@ export async function doctor(opts: {
   printResult(llmResult);
 
   // 8. Log directory check
-  const logResult = logCheck(config, configPath);
+  results.push(
-  results.push(logResult);
+    await runRepairableCheck({
-  printResult(logResult);
+      run: () => logCheck(config, configPath),
-  await maybeRepair(logResult, opts);
+      configPath,
+      opts,
+    }),
+  );
 
   // 9. Port check
   const portResult = await portCheck(config);
@@ -118,9 +135,9 @@ function printResult(result: CheckResult): void {
 async function maybeRepair(
   result: CheckResult,
   opts: { repair?: boolean; yes?: boolean },
-): Promise<void> {
+): Promise<boolean> {
-  if (result.status === "pass" || !result.canRepair || !result.repair) return;
+  if (result.status === "pass" || !result.canRepair || !result.repair) return false;
-  if (!opts.repair) return;
+  if (!opts.repair) return false;
 
   let shouldRepair = opts.yes;
   if (!shouldRepair) {
@@ -128,7 +145,7 @@ async function maybeRepair(
       message: `Repair "${result.name}"?`,
       initialValue: true,
     });
-    if (p.isCancel(answer)) return;
+    if (p.isCancel(answer)) return false;
     shouldRepair = answer;
   }
 
@@ -136,10 +153,30 @@ async function maybeRepair(
     try {
       await result.repair();
       p.log.success(`Repaired: ${result.name}`);
+      return true;
     } catch (err) {
       p.log.error(`Repair failed: ${err instanceof Error ? err.message : String(err)}`);
     }
   }
+  return false;
+}
+
+async function runRepairableCheck(input: {
+  run: () => CheckResult | Promise<CheckResult>;
+  configPath: string;
+  opts: { repair?: boolean; yes?: boolean };
+}): Promise<CheckResult> {
+  let result = await input.run();
+  printResult(result);
+
+  const repaired = await maybeRepair(result, input.opts);
+  if (!repaired) return result;
+
+  // Repairs may create/update the adjacent .env file or other local resources.
+  loadPaperclipEnvFile(input.configPath);
+  result = await input.run();
+  printResult(result);
+  return result;
 }
 
 function printSummary(results: CheckResult[]): { passed: number; warned: number; failed: number } {

cli/src/commands/onboard.ts

@@ -185,6 +185,7 @@ function quickstartDefaultsFromEnv(): {
     },
     auth: {
       baseUrlMode: authBaseUrlMode,
+      disableSignUp: false,
       ...(authPublicBaseUrl ? { publicBaseUrl: authPublicBaseUrl } : {}),
     },
     storage: {
@@ -228,6 +229,10 @@ function quickstartDefaultsFromEnv(): {
   return { defaults, usedEnvKeys, ignoredEnvKeys };
 }
 
+function canCreateBootstrapInviteImmediately(config: Pick<PaperclipConfig, "database" | "server">): boolean {
+  return config.server.deploymentMode === "authenticated" && config.database.mode !== "embedded-postgres";
+}
+
 export async function onboard(opts: OnboardOptions): Promise<void> {
   printPaperclipCliBanner();
   p.intro(pc.bgCyan(pc.black(" paperclipai onboard ")));
@@ -449,7 +454,7 @@ export async function onboard(opts: OnboardOptions): Promise<void> {
     "Next commands",
   );
 
-  if (server.deploymentMode === "authenticated") {
+  if (canCreateBootstrapInviteImmediately({ database, server })) {
     p.log.step("Generating bootstrap CEO invite");
     await bootstrapCeoInvite({ config: configPath });
   }
@@ -472,5 +477,15 @@ export async function onboard(opts: OnboardOptions): Promise<void> {
     return;
   }
 
+  if (server.deploymentMode === "authenticated" && database.mode === "embedded-postgres") {
+    p.log.info(
+      [
+        "Bootstrap CEO invite will be created after the server starts.",
+        `Next: ${pc.cyan("paperclipai run")}`,
+        `Then: ${pc.cyan("paperclipai auth bootstrap-ceo")}`,
+      ].join("\n"),
+    );
+  }
+
   p.outro("You're all set!");
 }

cli/src/commands/run.ts

@@ -3,9 +3,13 @@ import path from "node:path";
 import { fileURLToPath, pathToFileURL } from "node:url";
 import * as p from "@clack/prompts";
 import pc from "picocolors";
+import { bootstrapCeoInvite } from "./auth-bootstrap-ceo.js";
 import { onboard } from "./onboard.js";
 import { doctor } from "./doctor.js";
+import { loadPaperclipEnvFile } from "../config/env.js";
 import { configExists, resolveConfigPath } from "../config/store.js";
+import type { PaperclipConfig } from "../config/schema.js";
+import { readConfig } from "../config/store.js";
 import {
   describeLocalInstancePaths,
   resolvePaperclipHomeDir,
@@ -19,6 +23,13 @@ interface RunOptions {
   yes?: boolean;
 }
 
+interface StartedServer {
+  apiUrl: string;
+  databaseUrl: string;
+  host: string;
+  listenPort: number;
+}
+
 export async function runCommand(opts: RunOptions): Promise<void> {
   const instanceId = resolvePaperclipInstanceId(opts.instance);
   process.env.PAPERCLIP_INSTANCE_ID = instanceId;
@@ -31,6 +42,7 @@ export async function runCommand(opts: RunOptions): Promise<void> {
 
   const configPath = resolveConfigPath(opts.config);
   process.env.PAPERCLIP_CONFIG = configPath;
+  loadPaperclipEnvFile(configPath);
 
   p.intro(pc.bgCyan(pc.black(" paperclipai run ")));
   p.log.message(pc.dim(`Home: ${paths.homeDir}`));
@@ -60,8 +72,41 @@ export async function runCommand(opts: RunOptions): Promise<void> {
     process.exit(1);
   }
 
+  const config = readConfig(configPath);
+  if (!config) {
+    p.log.error(`No config found at ${configPath}.`);
+    process.exit(1);
+  }
+
   p.log.step("Starting Paperclip server...");
-  await importServerEntry();
+  const startedServer = await importServerEntry();
+
+  if (shouldGenerateBootstrapInviteAfterStart(config)) {
+    p.log.step("Generating bootstrap CEO invite");
+    await bootstrapCeoInvite({
+      config: configPath,
+      dbUrl: startedServer.databaseUrl,
+      baseUrl: resolveBootstrapInviteBaseUrl(config, startedServer),
+    });
+  }
+}
+
+function resolveBootstrapInviteBaseUrl(
+  config: PaperclipConfig,
+  startedServer: StartedServer,
+): string {
+  const explicitBaseUrl =
+    process.env.PAPERCLIP_PUBLIC_URL ??
+    process.env.PAPERCLIP_AUTH_PUBLIC_BASE_URL ??
+    process.env.BETTER_AUTH_URL ??
+    process.env.BETTER_AUTH_BASE_URL ??
+    (config.auth.baseUrlMode === "explicit" ? config.auth.publicBaseUrl : undefined);
+
+  if (typeof explicitBaseUrl === "string" && explicitBaseUrl.trim().length > 0) {
+    return explicitBaseUrl.trim().replace(/\/+$/, "");
+  }
+
+  return startedServer.apiUrl.replace(/\/api$/, "");
 }
 
 function formatError(err: unknown): string {
@@ -101,19 +146,20 @@ function maybeEnableUiDevMiddleware(entrypoint: string): void {
   }
 }
 
-async function importServerEntry(): Promise<void> {
+async function importServerEntry(): Promise<StartedServer> {
   // Dev mode: try local workspace path (monorepo with tsx)
   const projectRoot = path.resolve(path.dirname(fileURLToPath(import.meta.url)), "../../..");
   const devEntry = path.resolve(projectRoot, "server/src/index.ts");
   if (fs.existsSync(devEntry)) {
     maybeEnableUiDevMiddleware(devEntry);
-    await import(pathToFileURL(devEntry).href);
+    const mod = await import(pathToFileURL(devEntry).href);
-    return;
+    return await startServerFromModule(mod, devEntry);
   }
 
   // Production mode: import the published @paperclipai/server package
   try {
-    await import("@paperclipai/server");
+    const mod = await import("@paperclipai/server");
+    return await startServerFromModule(mod, "@paperclipai/server");
   } catch (err) {
     const missingSpecifier = getMissingModuleSpecifier(err);
     const missingServerEntrypoint = !missingSpecifier || missingSpecifier === "@paperclipai/server";
@@ -130,3 +176,15 @@ async function importServerEntry(): Promise<void> {
     );
   }
 }
+
+function shouldGenerateBootstrapInviteAfterStart(config: PaperclipConfig): boolean {
+  return config.server.deploymentMode === "authenticated" && config.database.mode === "embedded-postgres";
+}
+
+async function startServerFromModule(mod: unknown, label: string): Promise<StartedServer> {
+  const startServer = (mod as { startServer?: () => Promise<StartedServer> }).startServer;
+  if (typeof startServer !== "function") {
+    throw new Error(`Paperclip server entrypoint did not export startServer(): ${label}`);
+  }
+  return await startServer();
+}

cli/src/commands/worktree-lib.ts

@@ -0,0 +1,274 @@
+import { randomInt } from "node:crypto";
+import path from "node:path";
+import type { PaperclipConfig } from "../config/schema.js";
+import { expandHomePrefix } from "../config/home.js";
+
+export const DEFAULT_WORKTREE_HOME = "~/.paperclip-worktrees";
+export const WORKTREE_SEED_MODES = ["minimal", "full"] as const;
+
+export type WorktreeSeedMode = (typeof WORKTREE_SEED_MODES)[number];
+
+export type WorktreeSeedPlan = {
+  mode: WorktreeSeedMode;
+  excludedTables: string[];
+  nullifyColumns: Record<string, string[]>;
+};
+
+const MINIMAL_WORKTREE_EXCLUDED_TABLES = [
+  "activity_log",
+  "agent_runtime_state",
+  "agent_task_sessions",
+  "agent_wakeup_requests",
+  "cost_events",
+  "heartbeat_run_events",
+  "heartbeat_runs",
+  "workspace_runtime_services",
+];
+
+const MINIMAL_WORKTREE_NULLIFIED_COLUMNS: Record<string, string[]> = {
+  issues: ["checkout_run_id", "execution_run_id"],
+};
+
+export type WorktreeLocalPaths = {
+  cwd: string;
+  repoConfigDir: string;
+  configPath: string;
+  envPath: string;
+  homeDir: string;
+  instanceId: string;
+  instanceRoot: string;
+  contextPath: string;
+  embeddedPostgresDataDir: string;
+  backupDir: string;
+  logDir: string;
+  secretsKeyFilePath: string;
+  storageDir: string;
+};
+
+export type WorktreeUiBranding = {
+  name: string;
+  color: string;
+};
+
+export function isWorktreeSeedMode(value: string): value is WorktreeSeedMode {
+  return (WORKTREE_SEED_MODES as readonly string[]).includes(value);
+}
+
+export function resolveWorktreeSeedPlan(mode: WorktreeSeedMode): WorktreeSeedPlan {
+  if (mode === "full") {
+    return {
+      mode,
+      excludedTables: [],
+      nullifyColumns: {},
+    };
+  }
+  return {
+    mode,
+    excludedTables: [...MINIMAL_WORKTREE_EXCLUDED_TABLES],
+    nullifyColumns: {
+      ...MINIMAL_WORKTREE_NULLIFIED_COLUMNS,
+    },
+  };
+}
+
+function nonEmpty(value: string | null | undefined): string | null {
+  return typeof value === "string" && value.trim().length > 0 ? value.trim() : null;
+}
+
+function isLoopbackHost(hostname: string): boolean {
+  const value = hostname.trim().toLowerCase();
+  return value === "127.0.0.1" || value === "localhost" || value === "::1";
+}
+
+export function sanitizeWorktreeInstanceId(rawValue: string): string {
+  const trimmed = rawValue.trim().toLowerCase();
+  const normalized = trimmed
+    .replace(/[^a-z0-9_-]+/g, "-")
+    .replace(/-+/g, "-")
+    .replace(/^[-_]+|[-_]+$/g, "");
+  return normalized || "worktree";
+}
+
+export function resolveSuggestedWorktreeName(cwd: string, explicitName?: string): string {
+  return nonEmpty(explicitName) ?? path.basename(path.resolve(cwd));
+}
+
+function hslComponentToHex(n: number): string {
+  return Math.round(Math.max(0, Math.min(255, n)))
+    .toString(16)
+    .padStart(2, "0");
+}
+
+function hslToHex(hue: number, saturation: number, lightness: number): string {
+  const s = Math.max(0, Math.min(100, saturation)) / 100;
+  const l = Math.max(0, Math.min(100, lightness)) / 100;
+  const c = (1 - Math.abs((2 * l) - 1)) * s;
+  const h = ((hue % 360) + 360) % 360;
+  const x = c * (1 - Math.abs(((h / 60) % 2) - 1));
+  const m = l - (c / 2);
+
+  let r = 0;
+  let g = 0;
+  let b = 0;
+
+  if (h < 60) {
+    r = c;
+    g = x;
+  } else if (h < 120) {
+    r = x;
+    g = c;
+  } else if (h < 180) {
+    g = c;
+    b = x;
+  } else if (h < 240) {
+    g = x;
+    b = c;
+  } else if (h < 300) {
+    r = x;
+    b = c;
+  } else {
+    r = c;
+    b = x;
+  }
+
+  return `#${hslComponentToHex((r + m) * 255)}${hslComponentToHex((g + m) * 255)}${hslComponentToHex((b + m) * 255)}`;
+}
+
+export function generateWorktreeColor(): string {
+  return hslToHex(randomInt(0, 360), 68, 56);
+}
+
+export function resolveWorktreeLocalPaths(opts: {
+  cwd: string;
+  homeDir?: string;
+  instanceId: string;
+}): WorktreeLocalPaths {
+  const cwd = path.resolve(opts.cwd);
+  const homeDir = path.resolve(expandHomePrefix(opts.homeDir ?? DEFAULT_WORKTREE_HOME));
+  const instanceRoot = path.resolve(homeDir, "instances", opts.instanceId);
+  const repoConfigDir = path.resolve(cwd, ".paperclip");
+  return {
+    cwd,
+    repoConfigDir,
+    configPath: path.resolve(repoConfigDir, "config.json"),
+    envPath: path.resolve(repoConfigDir, ".env"),
+    homeDir,
+    instanceId: opts.instanceId,
+    instanceRoot,
+    contextPath: path.resolve(homeDir, "context.json"),
+    embeddedPostgresDataDir: path.resolve(instanceRoot, "db"),
+    backupDir: path.resolve(instanceRoot, "data", "backups"),
+    logDir: path.resolve(instanceRoot, "logs"),
+    secretsKeyFilePath: path.resolve(instanceRoot, "secrets", "master.key"),
+    storageDir: path.resolve(instanceRoot, "data", "storage"),
+  };
+}
+
+export function rewriteLocalUrlPort(rawUrl: string | undefined, port: number): string | undefined {
+  if (!rawUrl) return undefined;
+  try {
+    const parsed = new URL(rawUrl);
+    if (!isLoopbackHost(parsed.hostname)) return rawUrl;
+    parsed.port = String(port);
+    return parsed.toString();
+  } catch {
+    return rawUrl;
+  }
+}
+
+export function buildWorktreeConfig(input: {
+  sourceConfig: PaperclipConfig | null;
+  paths: WorktreeLocalPaths;
+  serverPort: number;
+  databasePort: number;
+  now?: Date;
+}): PaperclipConfig {
+  const { sourceConfig, paths, serverPort, databasePort } = input;
+  const nowIso = (input.now ?? new Date()).toISOString();
+
+  const source = sourceConfig;
+  const authPublicBaseUrl = rewriteLocalUrlPort(source?.auth.publicBaseUrl, serverPort);
+
+  return {
+    $meta: {
+      version: 1,
+      updatedAt: nowIso,
+      source: "configure",
+    },
+    ...(source?.llm ? { llm: source.llm } : {}),
+    database: {
+      mode: "embedded-postgres",
+      embeddedPostgresDataDir: paths.embeddedPostgresDataDir,
+      embeddedPostgresPort: databasePort,
+      backup: {
+        enabled: source?.database.backup.enabled ?? true,
+        intervalMinutes: source?.database.backup.intervalMinutes ?? 60,
+        retentionDays: source?.database.backup.retentionDays ?? 30,
+        dir: paths.backupDir,
+      },
+    },
+    logging: {
+      mode: source?.logging.mode ?? "file",
+      logDir: paths.logDir,
+    },
+    server: {
+      deploymentMode: source?.server.deploymentMode ?? "local_trusted",
+      exposure: source?.server.exposure ?? "private",
+      host: source?.server.host ?? "127.0.0.1",
+      port: serverPort,
+      allowedHostnames: source?.server.allowedHostnames ?? [],
+      serveUi: source?.server.serveUi ?? true,
+    },
+    auth: {
+      baseUrlMode: source?.auth.baseUrlMode ?? "auto",
+      ...(authPublicBaseUrl ? { publicBaseUrl: authPublicBaseUrl } : {}),
+      disableSignUp: source?.auth.disableSignUp ?? false,
+    },
+    storage: {
+      provider: source?.storage.provider ?? "local_disk",
+      localDisk: {
+        baseDir: paths.storageDir,
+      },
+      s3: {
+        bucket: source?.storage.s3.bucket ?? "paperclip",
+        region: source?.storage.s3.region ?? "us-east-1",
+        endpoint: source?.storage.s3.endpoint,
+        prefix: source?.storage.s3.prefix ?? "",
+        forcePathStyle: source?.storage.s3.forcePathStyle ?? false,
+      },
+    },
+    secrets: {
+      provider: source?.secrets.provider ?? "local_encrypted",
+      strictMode: source?.secrets.strictMode ?? false,
+      localEncrypted: {
+        keyFilePath: paths.secretsKeyFilePath,
+      },
+    },
+  };
+}
+
+export function buildWorktreeEnvEntries(
+  paths: WorktreeLocalPaths,
+  branding?: WorktreeUiBranding,
+): Record<string, string> {
+  return {
+    PAPERCLIP_HOME: paths.homeDir,
+    PAPERCLIP_INSTANCE_ID: paths.instanceId,
+    PAPERCLIP_CONFIG: paths.configPath,
+    PAPERCLIP_CONTEXT: paths.contextPath,
+    PAPERCLIP_IN_WORKTREE: "true",
+    ...(branding?.name ? { PAPERCLIP_WORKTREE_NAME: branding.name } : {}),
+    ...(branding?.color ? { PAPERCLIP_WORKTREE_COLOR: branding.color } : {}),
+  };
+}
+
+function shellEscape(value: string): string {
+  return `'${value.replaceAll("'", `'\"'\"'`)}'`;
+}
+
+export function formatShellExports(entries: Record<string, string>): string {
+  return Object.entries(entries)
+    .filter(([, value]) => typeof value === "string" && value.trim().length > 0)
+    .map(([key, value]) => `export ${key}=${shellEscape(value)}`)
+    .join("\n");
+}

cli/src/config/env.ts

@@ -22,20 +22,35 @@ function parseEnvFile(contents: string) {
   }
 }
 
+function formatEnvValue(value: string): string {
+  if (/^[A-Za-z0-9_./:@-]+$/.test(value)) {
+    return value;
+  }
+  return JSON.stringify(value);
+}
+
 function renderEnvFile(entries: Record<string, string>) {
   const lines = [
     "# Paperclip environment variables",
-    "# Generated by `paperclipai onboard`",
+    "# Generated by Paperclip CLI commands",
-    ...Object.entries(entries).map(([key, value]) => `${key}=${value}`),
+    ...Object.entries(entries).map(([key, value]) => `${key}=${formatEnvValue(value)}`),
     "",
   ];
   return lines.join("\n");
 }
 
+export function resolvePaperclipEnvFile(configPath?: string): string {
+  return resolveEnvFilePath(configPath);
+}
+
 export function resolveAgentJwtEnvFile(configPath?: string): string {
   return resolveEnvFilePath(configPath);
 }
 
+export function loadPaperclipEnvFile(configPath?: string): void {
+  loadAgentJwtEnvFile(resolveEnvFilePath(configPath));
+}
+
 export function loadAgentJwtEnvFile(filePath = resolveEnvFilePath()): void {
   if (loadedEnvFiles.has(filePath)) return;
 
@@ -78,13 +93,33 @@ export function ensureAgentJwtSecret(configPath?: string): { secret: string; cre
 }
 
 export function writeAgentJwtEnv(secret: string, filePath = resolveEnvFilePath()): void {
+  mergePaperclipEnvEntries({ [JWT_SECRET_ENV_KEY]: secret }, filePath);
+}
+
+export function readPaperclipEnvEntries(filePath = resolveEnvFilePath()): Record<string, string> {
+  if (!fs.existsSync(filePath)) return {};
+  return parseEnvFile(fs.readFileSync(filePath, "utf-8"));
+}
+
+export function writePaperclipEnvEntries(entries: Record<string, string>, filePath = resolveEnvFilePath()): void {
   const dir = path.dirname(filePath);
   fs.mkdirSync(dir, { recursive: true });
-
+  fs.writeFileSync(filePath, renderEnvFile(entries), {
-  const current = fs.existsSync(filePath) ? parseEnvFile(fs.readFileSync(filePath, "utf-8")) : {};
-  current[JWT_SECRET_ENV_KEY] = secret;
-
-  fs.writeFileSync(filePath, renderEnvFile(current), {
     mode: 0o600,
   });
 }
+
+export function mergePaperclipEnvEntries(
+  entries: Record<string, string>,
+  filePath = resolveEnvFilePath(),
+): Record<string, string> {
+  const current = readPaperclipEnvEntries(filePath);
+  const next = {
+    ...current,
+    ...Object.fromEntries(
+      Object.entries(entries).filter(([, value]) => typeof value === "string" && value.trim().length > 0),
+    ),
+  };
+  writePaperclipEnvEntries(next, filePath);
+  return next;
+}

cli/src/index.ts

@@ -16,6 +16,9 @@ import { registerApprovalCommands } from "./commands/client/approval.js";
 import { registerActivityCommands } from "./commands/client/activity.js";
 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 =
@@ -33,6 +36,7 @@ program.hook("preAction", (_thisCommand, actionCommand) => {
     hasConfigOption: optionNames.has("config"),
     hasContextOption: optionNames.has("context"),
   });
+  loadPaperclipEnvFile(options.config);
 });
 
 program
@@ -132,6 +136,8 @@ registerAgentCommands(program);
 registerApprovalCommands(program);
 registerActivityCommands(program);
 registerDashboardCommands(program);
+registerWorktreeCommands(program);
+registerPluginCommands(program);
 
 const auth = program.command("auth").description("Authentication and bootstrap utilities");
 

cli/src/prompts/server.ts

@@ -113,7 +113,7 @@ export async function promptServer(opts?: {
   }
 
   const port = Number(portStr) || 3100;
-  let auth: AuthConfig = { baseUrlMode: "auto" };
+  let auth: AuthConfig = { baseUrlMode: "auto", disableSignUp: false };
   if (deploymentMode === "authenticated" && exposure === "public") {
     const urlInput = await p.text({
       message: "Public base URL",
@@ -139,11 +139,13 @@ export async function promptServer(opts?: {
     }
     auth = {
       baseUrlMode: "explicit",
+      disableSignUp: false,
       publicBaseUrl: urlInput.trim().replace(/\/+$/, ""),
     };
   } else if (currentAuth?.baseUrlMode === "explicit" && currentAuth.publicBaseUrl) {
     auth = {
       baseUrlMode: "explicit",
+      disableSignUp: false,
       publicBaseUrl: currentAuth.publicBaseUrl,
     };
   }
@@ -160,4 +162,3 @@ export async function promptServer(opts?: {
     auth,
   };
 }
-

cli/tsconfig.json

@@ -1,5 +1,5 @@
 {
-  "extends": "../tsconfig.json",
+  "extends": "../tsconfig.base.json",
   "compilerOptions": {
     "outDir": "dist",
     "rootDir": "src"

doc/CLI.md

@@ -116,6 +116,20 @@ pnpm paperclipai issue release <issue-id>
 ```sh
 pnpm paperclipai agent list --company-id <company-id>
 pnpm paperclipai agent get <agent-id>
+pnpm paperclipai agent local-cli <agent-id-or-shortname> --company-id <company-id>
+```
+
+`agent local-cli` is the quickest way to run local Claude/Codex manually as a Paperclip agent:
+
+- creates a new long-lived agent API key
+- installs missing Paperclip skills into `~/.codex/skills` and `~/.claude/skills`
+- prints `export ...` lines for `PAPERCLIP_API_URL`, `PAPERCLIP_COMPANY_ID`, `PAPERCLIP_AGENT_ID`, and `PAPERCLIP_API_KEY`
+
+Example for shortname-based local setup:
+
+```sh
+pnpm paperclipai agent local-cli codexcoder --company-id <company-id>
+pnpm paperclipai agent local-cli claudecoder --company-id <company-id>
 ```
 
 ## Approval Commands

doc/DATABASE.md

@@ -19,6 +19,14 @@ That's it. On first start the server:
 
 Data persists across restarts in `~/.paperclip/instances/default/db/`. To reset local dev data, delete that directory.
 
+If you need to apply pending migrations manually, run:
+
+```sh
+pnpm db:migrate
+```
+
+When `DATABASE_URL` is unset, this command targets the current embedded PostgreSQL instance for your active Paperclip config/instance.
+
 This mode is ideal for local development and one-command installs.
 
 Docker note: the Docker quickstart image also uses embedded PostgreSQL by default. Persist `/paperclip` to keep DB state across container restarts (see `doc/DOCKER.md`).

doc/DEVELOPING.md

@@ -15,6 +15,14 @@ Current implementation status:
 - Node.js 20+
 - pnpm 9+
 
+## Dependency Lockfile Policy
+
+GitHub Actions owns `pnpm-lock.yaml`.
+
+- Do not commit `pnpm-lock.yaml` in pull requests.
+- Pull request CI validates dependency resolution when manifests change.
+- Pushes to `master` regenerate `pnpm-lock.yaml` with `pnpm install --lockfile-only --no-frozen-lockfile`, commit it back if needed, and then run verification with `--frozen-lockfile`.
+
 ## Start Dev
 
 From repo root:
@@ -81,6 +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.
@@ -116,6 +128,119 @@ When a local agent run has no resolved project/session workspace, Paperclip fall
 
 This path honors `PAPERCLIP_HOME` and `PAPERCLIP_INSTANCE_ID` in non-default setups.
 
+## Worktree-local Instances
+
+When developing from multiple git worktrees, do not point two Paperclip servers at the same embedded PostgreSQL data directory.
+
+Instead, create a repo-local Paperclip config plus an isolated instance for the worktree:
+
+```sh
+paperclipai worktree init
+# or create the git worktree and initialize it in one step:
+pnpm paperclipai worktree:make paperclip-pr-432
+```
+
+This command:
+
+- writes repo-local files at `.paperclip/config.json` and `.paperclip/.env`
+- creates an isolated instance under `~/.paperclip-worktrees/instances/<worktree-id>/`
+- when run inside a linked git worktree, mirrors the effective git hooks into that worktree's private git dir
+- picks a free app port and embedded PostgreSQL port
+- by default seeds the isolated DB in `minimal` mode from the current effective Paperclip instance/config (repo-local worktree config when present, otherwise the default instance) via a logical SQL snapshot
+
+Seed modes:
+
+- `minimal` keeps core app state like companies, projects, issues, comments, approvals, and auth state, preserves schema for all tables, but omits row data from heavy operational history such as heartbeat runs, wake requests, activity logs, runtime services, and agent session state
+- `full` makes a full logical clone of the source instance
+- `--no-seed` creates an empty isolated instance
+
+After `worktree init`, both the server and the CLI auto-load the repo-local `.paperclip/.env` when run inside that worktree, so normal commands like `pnpm dev`, `paperclipai doctor`, and `paperclipai db:backup` stay scoped to the worktree instance.
+
+That repo-local env also sets:
+
+- `PAPERCLIP_IN_WORKTREE=true`
+- `PAPERCLIP_WORKTREE_NAME=<worktree-name>`
+- `PAPERCLIP_WORKTREE_COLOR=<hex-color>`
+
+The server/UI use those values for worktree-specific branding such as the top banner and dynamically colored favicon.
+
+Print shell exports explicitly when needed:
+
+```sh
+paperclipai worktree env
+# or:
+eval "$(paperclipai worktree env)"
+```
+
+### Worktree CLI Reference
+
+**`pnpm paperclipai worktree init [options]`** — Create repo-local config/env and an isolated instance for the current worktree.
+
+| Option | Description |
+|---|---|
+| `--name <name>` | Display name used to derive the instance id |
+| `--instance <id>` | Explicit isolated instance id |
+| `--home <path>` | Home root for worktree instances (default: `~/.paperclip-worktrees`) |
+| `--from-config <path>` | Source config.json to seed from |
+| `--from-data-dir <path>` | Source PAPERCLIP_HOME used when deriving the source config |
+| `--from-instance <id>` | Source instance id (default: `default`) |
+| `--server-port <port>` | Preferred server port |
+| `--db-port <port>` | Preferred embedded Postgres port |
+| `--seed-mode <mode>` | Seed profile: `minimal` or `full` (default: `minimal`) |
+| `--no-seed` | Skip database seeding from the source instance |
+| `--force` | Replace existing repo-local config and isolated instance data |
+
+Examples:
+
+```sh
+paperclipai worktree init --no-seed
+paperclipai worktree init --seed-mode full
+paperclipai worktree init --from-instance default
+paperclipai worktree init --from-data-dir ~/.paperclip
+paperclipai worktree init --force
+```
+
+**`pnpm paperclipai worktree:make <name> [options]`** — Create `~/NAME` as a git worktree, then initialize an isolated Paperclip instance inside it. This combines `git worktree add` with `worktree init` in a single step.
+
+| Option | Description |
+|---|---|
+| `--start-point <ref>` | Remote ref to base the new branch on (e.g. `origin/main`) |
+| `--instance <id>` | Explicit isolated instance id |
+| `--home <path>` | Home root for worktree instances (default: `~/.paperclip-worktrees`) |
+| `--from-config <path>` | Source config.json to seed from |
+| `--from-data-dir <path>` | Source PAPERCLIP_HOME used when deriving the source config |
+| `--from-instance <id>` | Source instance id (default: `default`) |
+| `--server-port <port>` | Preferred server port |
+| `--db-port <port>` | Preferred embedded Postgres port |
+| `--seed-mode <mode>` | Seed profile: `minimal` or `full` (default: `minimal`) |
+| `--no-seed` | Skip database seeding from the source instance |
+| `--force` | Replace existing repo-local config and isolated instance data |
+
+Examples:
+
+```sh
+pnpm paperclipai worktree:make paperclip-pr-432
+pnpm paperclipai worktree:make my-feature --start-point origin/main
+pnpm paperclipai worktree:make experiment --no-seed
+```
+
+**`pnpm paperclipai worktree env [options]`** — Print shell exports for the current worktree-local Paperclip instance.
+
+| Option | Description |
+|---|---|
+| `-c, --config <path>` | Path to config file |
+| `--json` | Print JSON instead of shell exports |
+
+Examples:
+
+```sh
+pnpm paperclipai worktree env
+pnpm paperclipai worktree env --json
+eval "$(pnpm paperclipai worktree env)"
+```
+
+For project execution worktrees, Paperclip can also run a project-defined provision command after it creates or reuses an isolated git worktree. Configure this on the project's execution workspace policy (`workspaceStrategy.provisionCommand`). The command runs inside the derived worktree and receives `PAPERCLIP_WORKSPACE_*`, `PAPERCLIP_PROJECT_ID`, `PAPERCLIP_AGENT_ID`, and `PAPERCLIP_ISSUE_*` environment variables so each repo can bootstrap itself however it wants.
+
 ## Quick Health Checks
 
 In another terminal:

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:
@@ -122,5 +128,7 @@ Notes:
 - Container runtime user id defaults to your local `id -u` so the mounted data dir stays writable while avoiding root runtime.
 - Smoke script defaults to `authenticated/private` mode so `HOST=0.0.0.0` can be exposed to the host.
 - Smoke script defaults host port to `3131` to avoid conflicts with local Paperclip on `3100`.
+- 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.
 - The image definition is in `Dockerfile.onboard-smoke`.

doc/OPENCLAW_ONBOARDING.md

@@ -0,0 +1,94 @@
+Use this exact checklist.
+
+1. Start Paperclip in auth mode.
+```bash
+cd <paperclip-repo-root>
+pnpm dev --tailscale-auth
+```
+Then verify:
+```bash
+curl -sS http://127.0.0.1:3100/api/health | jq
+```
+
+2. Start a clean/stock OpenClaw Docker.
+```bash
+OPENCLAW_RESET_STATE=1 OPENCLAW_BUILD=1 ./scripts/smoke/openclaw-docker-ui.sh
+```
+Open the printed `Dashboard URL` (includes `#token=...`) in your browser.
+
+3. In Paperclip UI, go to `http://127.0.0.1:3100/CLA/company/settings`.
+
+4. Use the OpenClaw invite prompt flow.
+- In the Invites section, click `Generate OpenClaw Invite Prompt`.
+- Copy the generated prompt from `OpenClaw Invite Prompt`.
+- Paste it into OpenClaw main chat as one message.
+- If it stalls, send one follow-up: `How is onboarding going? Continue setup now.`
+
+Security/control note:
+- The OpenClaw invite prompt is created from a controlled endpoint:
+  - `POST /api/companies/{companyId}/openclaw/invite-prompt`
+  - board users with invite permission can call it
+  - agent callers are limited to the company CEO agent
+
+5. Approve the join request in Paperclip UI, then confirm the OpenClaw agent appears in CLA agents.
+
+6. Gateway preflight (required before task tests).
+- Confirm the created agent uses `openclaw_gateway` (not `openclaw`).
+- Confirm gateway URL is `ws://...` or `wss://...`.
+- Confirm gateway token is non-trivial (not empty / not 1-char placeholder).
+- The OpenClaw Gateway adapter UI should not expose `disableDeviceAuth` for normal onboarding.
+- Confirm pairing mode is explicit:
+  - required default: device auth enabled (`adapterConfig.disableDeviceAuth` false/absent) with persisted `adapterConfig.devicePrivateKeyPem`
+  - do not rely on `disableDeviceAuth` for normal onboarding
+- If you can run API checks with board auth:
+```bash
+AGENT_ID="<newly-created-agent-id>"
+curl -sS -H "Cookie: $PAPERCLIP_COOKIE" "http://127.0.0.1:3100/api/agents/$AGENT_ID" | jq '{adapterType,adapterConfig:{url:.adapterConfig.url,tokenLen:(.adapterConfig.headers["x-openclaw-token"] // .adapterConfig.headers["x-openclaw-auth"] // "" | length),disableDeviceAuth:(.adapterConfig.disableDeviceAuth // false),hasDeviceKey:(.adapterConfig.devicePrivateKeyPem // "" | length > 0)}}'
+```
+- Expected: `adapterType=openclaw_gateway`, `tokenLen >= 16`, `hasDeviceKey=true`, and `disableDeviceAuth=false`.
+
+Pairing handshake note:
+- Clean run expectation: first task should succeed without manual pairing commands.
+- The adapter attempts one automatic pairing approval + retry on first `pairing required` (when shared gateway auth token/password is valid).
+- If auto-pair cannot complete (for example token mismatch or no pending request), the first gateway run may still return `pairing required`.
+- This is a separate approval from Paperclip invite approval. You must approve the pending device in OpenClaw itself.
+- Approve it in OpenClaw, then retry the task.
+- For local docker smoke, you can approve from host:
+```bash
+docker exec openclaw-docker-openclaw-gateway-1 sh -lc 'openclaw devices approve --latest --json --url "ws://127.0.0.1:18789" --token "$(node -p \"require(process.env.HOME+\\\"/.openclaw/openclaw.json\\\").gateway.auth.token\")"'
+```
+- You can inspect pending vs paired devices:
+```bash
+docker exec openclaw-docker-openclaw-gateway-1 sh -lc 'TOK="$(node -e \"const fs=require(\\\"fs\\\");const c=JSON.parse(fs.readFileSync(\\\"/home/node/.openclaw/openclaw.json\\\",\\\"utf8\\\"));process.stdout.write(c.gateway?.auth?.token||\\\"\\\");\")\"; openclaw devices list --json --url \"ws://127.0.0.1:18789\" --token \"$TOK\"'
+```
+
+7. Case A (manual issue test).
+- Create an issue assigned to the OpenClaw agent.
+- Put instructions: “post comment `OPENCLAW_CASE_A_OK_<timestamp>` and mark done.”
+- Verify in UI: issue status becomes `done` and comment exists.
+
+8. Case B (message tool test).
+- Create another issue assigned to OpenClaw.
+- Instructions: “send `OPENCLAW_CASE_B_OK_<timestamp>` to main webchat via message tool, then comment same marker on issue, then mark done.”
+- Verify both:
+  - marker comment on issue
+  - marker text appears in OpenClaw main chat
+
+9. Case C (new session memory/skills test).
+- In OpenClaw, start `/new` session.
+- Ask it to create a new CLA issue in Paperclip with unique title `OPENCLAW_CASE_C_CREATED_<timestamp>`.
+- Verify in Paperclip UI that new issue exists.
+
+10. Watch logs during test (optional but helpful):
+```bash
+docker compose -f /tmp/openclaw-docker/docker-compose.yml -f /tmp/openclaw-docker/.paperclip-openclaw.override.yml logs -f openclaw-gateway
+```
+
+11. Expected pass criteria.
+- Preflight: `openclaw_gateway` + non-placeholder token (`tokenLen >= 16`).
+- Pairing mode: stable `devicePrivateKeyPem` configured with device auth enabled (default path).
+- Case A: `done` + marker comment.
+- Case B: `done` + marker comment + main-chat message visible.
+- Case C: original task done and new issue created from `/new` session.
+
+If you want, I can also give you a single “observer mode” command that runs the stock smoke harness while you watch the same steps live in UI.

doc/PRODUCT.md

@@ -94,3 +94,53 @@ Canonical mode design and command expectations live in `doc/DEPLOYMENT-MODES.md`
 ## Further Detail
 
 See [SPEC.md](./SPEC.md) for the full technical specification and [TASKS.md](./TASKS.md) for the task management data model.
+
+---
+
+Paperclip’s core identity is a **control plane for autonomous AI companies**, centered on **companies, org charts, goals, issues/comments, heartbeats, budgets, approvals, and board governance**. The public docs are also explicit about the current boundaries: **tasks/comments are the built-in communication model**, Paperclip is **not a chatbot**, and it is **not a code review tool**. The roadmap already points toward **easier onboarding, cloud agents, easier agent configuration, plugins, better docs, and ClipMart/ClipHub-style reusable companies/templates**.
+
+## What Paperclip should do vs. not do
+
+**Do**
+
+- Stay **board-level and company-level**. Users should manage goals, orgs, budgets, approvals, and outputs.
+- Make the first five minutes feel magical: install, answer a few questions, see a CEO do something real.
+- Keep work anchored to **issues/comments/projects/goals**, even if the surface feels conversational.
+- Treat **agency / internal team / startup** as the same underlying abstraction with different templates and labels.
+- Make outputs first-class: files, docs, reports, previews, links, screenshots.
+- Provide **hooks into engineering workflows**: worktrees, preview servers, PR links, external review tools.
+- Use **plugins** for edge cases like rich chat, knowledge bases, doc editors, custom tracing.
+
+**Do not**
+
+- Do not make the core product a general chat app. The current product definition is explicitly task/comment-centric and “not a chatbot,” and that boundary is valuable.
+- Do not build a complete Jira/GitHub replacement. The repo/docs already position Paperclip as organization orchestration, not focused on pull-request review.
+- Do not build enterprise-grade RBAC first. The current V1 spec still treats multi-board governance and fine-grained human permissions as out of scope, so the first multi-user version should be coarse and company-scoped.
+- Do not lead with raw bash logs and transcripts. Default view should be human-readable intent/progress, with raw detail beneath.
+- Do not force users to understand provider/API-key plumbing unless absolutely necessary. There are active onboarding/auth issues already; friction here is clearly real.
+
+## Specific design goals
+
+1. **Time-to-first-success under 5 minutes**
+   A fresh user should go from install to “my CEO completed a first task” in one sitting.
+
+2. **Board-level abstraction always wins**
+   The default UI should answer: what is the company doing, who is doing it, why does it matter, what did it cost, and what needs my approval.
+
+3. **Conversation stays attached to work objects**
+   “Chat with CEO” should still resolve to strategy threads, decisions, tasks, or approvals.
+
+4. **Progressive disclosure**
+   Top layer: human-readable summary. Middle layer: checklist/steps/artifacts. Bottom layer: raw logs/tool calls/transcript.
+
+5. **Output-first**
+   Work is not done until the user can see the result: file, document, preview link, screenshot, plan, or PR.
+
+6. **Local-first, cloud-ready**
+   The mental model should not change between local solo use and shared/private or public/cloud deployment.
+
+7. **Safe autonomy**
+   Auto mode is allowed; hidden token burn is not.
+
+8. **Thin core, rich edges**
+   Put optional chat, knowledge, and special surfaces into plugins/extensions rather than bloating the control plane.

doc/PUBLISHING.md

@@ -1,196 +1,121 @@
 # Publishing to npm
 
-This document covers how to build and publish the `paperclipai` CLI package to npm.
+Low-level reference for how Paperclip packages are built for npm.
 
-## Prerequisites
+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.
 
-- Node.js 20+
+## Current Release Entry Points
-- pnpm 9.15+
-- An npm account with publish access to the `paperclipai` package
-- Logged in to npm: `npm login`
 
-## One-Command Publish
+Use these scripts instead of older one-off publish commands:
 
-The fastest way to publish — bumps version, builds, publishes, restores, commits, and tags in one shot:
+- [`scripts/release-start.sh`](../scripts/release-start.sh) to create or resume `release/X.Y.Z`
+- [`scripts/release-preflight.sh`](../scripts/release-preflight.sh) before any canary or stable release
+- [`scripts/release.sh`](../scripts/release.sh) for canary and stable npm publishes
+- [`scripts/rollback-latest.sh`](../scripts/rollback-latest.sh) to repoint `latest` during rollback
+- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh) after pushing the stable branch tag
 
-```bash
+## Why the CLI needs special packaging
-./scripts/bump-and-publish.sh patch          # 0.1.1 → 0.1.2
-./scripts/bump-and-publish.sh minor          # 0.1.1 → 0.2.0
-./scripts/bump-and-publish.sh major          # 0.1.1 → 1.0.0
-./scripts/bump-and-publish.sh 2.0.0          # set explicit version
-./scripts/bump-and-publish.sh patch --dry-run # everything except npm publish
-```
 
-The script runs all 6 steps below in order. It requires a clean working tree and an active `npm login` session (unless `--dry-run`). After it finishes, push:
+The CLI package, `paperclipai`, imports code from workspace packages such as:
 
-```bash
+- `@paperclipai/server`
-git push && git push origin v<version>
+- `@paperclipai/db`
-```
+- `@paperclipai/shared`
+- adapter packages under `packages/adapters/`
 
-## Manual Step-by-Step
+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.
 
-If you prefer to run each step individually:
+## `build-npm.sh`
 
-### Quick Reference
+Run:
-
-```bash
-# Bump version
-./scripts/version-bump.sh patch      # 0.1.0 → 0.1.1
-
-# Build
-./scripts/build-npm.sh
-
-# Preview what will be published
-cd cli && npm pack --dry-run
-
-# Publish
-cd cli && npm publish --access public
-
-# Restore dev package.json
-mv cli/package.dev.json cli/package.json
-```
-
-## Step-by-Step
-
-### 1. Bump the version
-
-```bash
-./scripts/version-bump.sh <patch|minor|major|X.Y.Z>
-```
-
-This updates the version in two places:
-
-- `cli/package.json` — the source of truth
-- `cli/src/index.ts` — the Commander `.version()` call
-
-Examples:
-
-```bash
-./scripts/version-bump.sh patch    # 0.1.0 → 0.1.1
-./scripts/version-bump.sh minor    # 0.1.0 → 0.2.0
-./scripts/version-bump.sh major    # 0.1.0 → 1.0.0
-./scripts/version-bump.sh 1.2.3   # set explicit version
-```
-
-### 2. Build
 
 ```bash
 ./scripts/build-npm.sh
 ```
 
-The build script runs five steps:
+This script does six things:
 
-1. **Forbidden token check** — scans tracked files for tokens listed in `.git/hooks/forbidden-tokens.txt`. If the file is missing (e.g. on a contributor's machine), the check passes silently. The script never prints which tokens it's searching for.
+1. Runs the forbidden token check unless `--skip-checks` is supplied
-2. **TypeScript type-check** — runs `pnpm -r typecheck` across all workspace packages.
+2. Runs `pnpm -r typecheck`
-3. **esbuild bundle** — bundles the CLI entry point (`cli/src/index.ts`) and all workspace package code (`@paperclipai/*`) into a single file at `cli/dist/index.js`. External npm dependencies (express, postgres, etc.) are kept as regular imports.
+3. Bundles the CLI entrypoint with esbuild into `cli/dist/index.js`
-4. **Generate publishable package.json** — replaces `cli/package.json` with a version that has real npm dependency ranges instead of `workspace:*` references (see [package.dev.json](#packagedevjson) below).
+4. Verifies the bundled entrypoint with `node --check`
-5. **Summary** — prints the bundle size and next steps.
+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
 
-To skip the forbidden token check (e.g. in CI without the token list):
+`build-npm.sh` is used by the release script so that npm users install a real package rather than unresolved workspace dependencies.
+
+## Publishable CLI layout
+
+During development, [`cli/package.json`](../cli/package.json) contains workspace references.
+
+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.
+
+This matters because all public packages are versioned and published together as one release unit.
+
+## Canary packaging model
+
+Canaries are published as semver prereleases such as:
+
+- `1.2.3-canary.0`
+- `1.2.3-canary.1`
+
+They are published under the npm dist-tag `canary`.
+
+This means:
+
+- `npx paperclipai@canary onboard` can install them explicitly
+- `npx paperclipai onboard` continues to resolve `latest`
+- the stable changelog can stay at `releases/v1.2.3.md`
+
+## Stable packaging model
+
+Stable releases publish normal semver versions such as `1.2.3` under the npm dist-tag `latest`.
+
+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.
+
+## Rollback model
+
+Rollback does not unpublish packages.
+
+Instead, the maintainer should move the `latest` dist-tag back to the previous good stable version with:
 
 ```bash
-./scripts/build-npm.sh --skip-checks
+./scripts/rollback-latest.sh <stable-version>
 ```
 
-### 3. Preview (optional)
+That keeps history intact while restoring the default install path quickly.
 
-See what npm will publish:
+## Notes for CI
 
-```bash
+The repo includes a manual GitHub Actions release workflow at [`.github/workflows/release.yml`](../.github/workflows/release.yml).
-cd cli && npm pack --dry-run
-```
 
-### 4. Publish
+Recommended CI release setup:
 
-```bash
+- use npm trusted publishing via GitHub OIDC
-cd cli && npm publish --access public
+- require approval through the `npm-release` environment
-```
+- run releases from `release/X.Y.Z`
+- use canary first, then stable
 
-### 5. Restore dev package.json
+## Related Files
 
-After publishing, restore the workspace-aware `package.json`:
+- [`scripts/build-npm.sh`](../scripts/build-npm.sh)
-
+- [`scripts/generate-npm-package-json.mjs`](../scripts/generate-npm-package-json.mjs)
-```bash
+- [`cli/esbuild.config.mjs`](../cli/esbuild.config.mjs)
-mv cli/package.dev.json cli/package.json
+- [`doc/RELEASING.md`](RELEASING.md)
-```
-
-### 6. Commit and tag
-
-```bash
-git add cli/package.json cli/src/index.ts
-git commit -m "chore: bump version to X.Y.Z"
-git tag vX.Y.Z
-```
-
-## package.dev.json
-
-During development, `cli/package.json` contains `workspace:*` references like:
-
-```json
-{
-  "dependencies": {
-    "@paperclipai/server": "workspace:*",
-    "@paperclipai/db": "workspace:*"
-  }
-}
-```
-
-These tell pnpm to resolve those packages from the local monorepo. This is great for development but **npm doesn't understand `workspace:*`** — publishing with these references would cause install failures for users.
-
-The build script solves this with a two-file swap:
-
-1. **Before building:** `cli/package.json` has `workspace:*` refs (the dev version).
-2. **During build (`build-npm.sh` step 4):**
-   - The dev `package.json` is copied to `package.dev.json` as a backup.
-   - `generate-npm-package-json.mjs` reads every workspace package's `package.json`, collects all their external npm dependencies, and writes a new `cli/package.json` with those real dependency ranges — no `workspace:*` refs.
-3. **After publishing:** you restore the dev version with `mv package.dev.json package.json`.
-
-The generated publishable `package.json` looks like:
-
-```json
-{
-  "name": "paperclipai",
-  "version": "0.1.0",
-  "bin": { "paperclipai": "./dist/index.js" },
-  "dependencies": {
-    "express": "^5.1.0",
-    "postgres": "^3.4.5",
-    "commander": "^13.1.0"
-  }
-}
-```
-
-`package.dev.json` is listed in `.gitignore` — it only exists temporarily on disk during the build/publish cycle.
-
-## How the bundle works
-
-The CLI is a monorepo package that imports code from `@paperclipai/server`, `@paperclipai/db`, `@paperclipai/shared`, and several adapter packages. These workspace packages don't exist on npm.
-
-**esbuild** bundles all workspace TypeScript code into a single `dist/index.js` file (~250kb). External npm packages (express, postgres, zod, etc.) are left as normal `import` statements — they get installed by npm when a user runs `npx paperclipai onboard`.
-
-The esbuild configuration lives at `cli/esbuild.config.mjs`. It automatically reads every workspace package's `package.json` to determine which dependencies are external (real npm packages) vs. internal (workspace code to bundle).
-
-## Forbidden token enforcement
-
-The build process includes the same forbidden-token check used by the git pre-commit hook. This catches any accidentally committed tokens before they reach npm.
-
-- Token list: `.git/hooks/forbidden-tokens.txt` (one token per line, `#` comments supported)
-- The file lives inside `.git/` and is never committed
-- If the file is missing, the check passes — contributors without the list can still build
-- The script never prints which tokens are being searched for
-- Matches are printed so you know which files to fix, but not which token triggered it
-
-Run the check standalone:
-
-```bash
-pnpm check:tokens
-```
-
-## npm scripts reference
-
-| Script | Command | Description |
-|---|---|---|
-| `bump-and-publish` | `pnpm bump-and-publish <type>` | One-command bump + build + publish + commit + tag |
-| `build:npm` | `pnpm build:npm` | Full build (check + typecheck + bundle + package.json) |
-| `version:bump` | `pnpm version:bump <type>` | Bump CLI version |
-| `check:tokens` | `pnpm check:tokens` | Run forbidden token check only |

doc/RELEASING.md

@@ -0,0 +1,422 @@
+# Releasing Paperclip
+
+Maintainer runbook for shipping a full Paperclip release across npm, GitHub, and the website-facing changelog surface.
+
+The release model is branch-driven:
+
+1. Start a release train on `release/X.Y.Z`
+2. Draft the stable changelog on that branch
+3. Publish one or more canaries from that branch
+4. Publish stable from that same branch head
+5. Push the branch commit and tag
+6. Create the GitHub Release
+7. Merge `release/X.Y.Z` back to `master` without squash or rebase
+
+## Release Surfaces
+
+Every 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.
+
+## Core Invariants
+
+- Canary and stable for `X.Y.Z` must come from the same `release/X.Y.Z` branch.
+- The release scripts must run from the matching `release/X.Y.Z` branch.
+- Once `vX.Y.Z` exists locally, on GitHub, or on npm, that release train is frozen.
+- Do not squash-merge or rebase-merge a release branch PR back to `master`.
+- The stable changelog is always `releases/vX.Y.Z.md`. Never create canary changelog files.
+
+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
+
+Use this to compute the next version, create or resume the branch, create or resume a dedicated worktree, and push the branch to GitHub.
+
+```bash
+./scripts/release-start.sh patch
+```
+
+That script:
+
+- fetches the release remote and tags
+- computes the next stable version from the latest `v*` tag
+- 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>
+```
+
+The preflight script now checks all of the following before it runs the verification gate:
+
+- the worktree is clean, including untracked files
+- 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:
+
+```bash
+pnpm -r typecheck
+pnpm test:run
+pnpm build
+```
+
+### 4. Publish one or more canaries
+
+Run:
+
+```bash
+./scripts/release.sh <patch|minor|major> --canary --dry-run
+./scripts/release.sh <patch|minor|major> --canary
+```
+
+Result:
+
+- npm gets a prerelease such as `1.2.3-canary.0` under dist-tag `canary`
+- `latest` is unchanged
+- no git tag is created
+- no GitHub Release is created
+- the worktree returns to clean after the script finishes
+
+Guardrails:
+
+- the script refuses to run from the wrong branch
+- 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:
+
+- if the latest stable is `0.2.7`, a patch canary targets `0.2.8-canary.0`
+- `0.2.7-canary.N` is invalid because `0.2.7` is already stable
+
+### 5. Smoke test the canary
+
+Run the actual install path in Docker:
+
+```bash
+PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
+```
+
+Useful isolated variants:
+
+```bash
+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
+```
+
+If you want to exercise onboarding from the current committed ref instead of npm, use:
+
+```bash
+./scripts/clean-onboard-ref.sh
+PAPERCLIP_PORT=3234 ./scripts/clean-onboard-ref.sh
+./scripts/clean-onboard-ref.sh HEAD
+```
+
+Minimum checks:
+
+- `npx paperclipai@canary onboard` installs
+- onboarding completes without crashes
+- the server boots
+- the UI loads
+- basic company creation and dashboard load work
+
+If smoke testing fails:
+
+1. stop the stable release
+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
+
+Once the branch head is vetted, run:
+
+```bash
+./scripts/release.sh <patch|minor|major> --dry-run
+./scripts/release.sh <patch|minor|major>
+```
+
+Stable publish:
+
+- 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
+
+Do not publish stable.
+
+Instead:
+
+1. fix the issue on `release/X.Y.Z`
+2. publish another canary
+3. rerun smoke testing
+
+### If stable npm publish succeeds but 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
+2. push the stable branch commit and tag
+3. create the GitHub Release
+
+Do not republish the same version.
+
+### If `latest` is broken after stable publish
+
+Preview:
+
+```bash
+./scripts/rollback-latest.sh X.Y.Z --dry-run
+```
+
+Roll back:
+
+```bash
+./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.
+
+Then fix forward with a new patch release.
+
+### If the GitHub Release notes are wrong
+
+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-implementation.md

@@ -37,7 +37,7 @@ These decisions close open questions from `SPEC.md` for V1.
 | Visibility | Full visibility to board and all agents in same company |
 | Communication | Tasks + comments only (no separate chat system) |
 | Task ownership | Single assignee; atomic checkout required for `in_progress` transition |
-| Recovery | No automatic reassignment; stale work is surfaced, not silently fixed |
+| Recovery | No automatic reassignment; work recovery stays manual/explicit |
 | Agent adapters | Built-in `process` and `http` adapters |
 | Auth | Mode-dependent human auth (`local_trusted` implicit board in current code; authenticated mode uses sessions), API keys for agents |
 | Budget period | Monthly UTC calendar window |
@@ -106,7 +106,6 @@ A lightweight scheduler/worker in the server process handles:
 - heartbeat trigger checks
 - stuck run detection
 - budget threshold checks
-- stale task reporting generation
 
 Separate queue infrastructure is not required for V1.
 
@@ -331,6 +330,34 @@ Operational policy:
   - `asset_id` uuid fk not null
   - `issue_comment_id` uuid fk null
 
+## 7.15 `documents` + `document_revisions` + `issue_documents`
+
+- `documents` stores editable text-first documents:
+  - `id` uuid pk
+  - `company_id` uuid fk not null
+  - `title` text null
+  - `format` text not null (`markdown`)
+  - `latest_body` text not null
+  - `latest_revision_id` uuid null
+  - `latest_revision_number` int not null
+  - `created_by_agent_id` uuid fk null
+  - `created_by_user_id` uuid/text fk null
+  - `updated_by_agent_id` uuid fk null
+  - `updated_by_user_id` uuid/text fk null
+- `document_revisions` stores append-only history:
+  - `id` uuid pk
+  - `company_id` uuid fk not null
+  - `document_id` uuid fk not null
+  - `revision_number` int not null
+  - `body` text not null
+  - `change_summary` text null
+- `issue_documents` links documents to issues with a stable workflow key:
+  - `id` uuid pk
+  - `company_id` uuid fk not null
+  - `issue_id` uuid fk not null
+  - `document_id` uuid fk not null
+  - `key` text not null (`plan`, `design`, `notes`, etc.)
+
 ## 8. State Machines
 
 ## 8.1 Agent Status
@@ -442,6 +469,11 @@ All endpoints are under `/api` and return JSON.
 - `POST /companies/:companyId/issues`
 - `GET /issues/:issueId`
 - `PATCH /issues/:issueId`
+- `GET /issues/:issueId/documents`
+- `GET /issues/:issueId/documents/:key`
+- `PUT /issues/:issueId/documents/:key`
+- `GET /issues/:issueId/documents/:key/revisions`
+- `DELETE /issues/:issueId/documents/:key`
 - `POST /issues/:issueId/checkout`
 - `POST /issues/:issueId/release`
 - `POST /issues/:issueId/comments`
@@ -502,7 +534,6 @@ Dashboard payload must include:
 - open/in-progress/blocked/done issue counts
 - month-to-date spend and budget utilization
 - pending approvals count
-- stale task count
 
 ## 10.9 Error Semantics
 
@@ -681,7 +712,6 @@ Required UX behaviors:
 - global company selector
 - quick actions: pause/resume agent, create task, approve/reject request
 - conflict toasts on atomic checkout failure
-- clear stale-task indicators
 - no silent background failures; every failed run visible in UI
 
 ## 15. Operational Requirements
@@ -780,7 +810,6 @@ A release candidate is blocked unless these pass:
 
 - add company selector and org chart view
 - add approvals and cost pages
-- add operational dashboard and stale-task surfacing
 
 ## Milestone 6: Hardening and Release
 

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/experimental/issue-worktree-support.md

@@ -0,0 +1,62 @@
+# Issue worktree support
+
+Status: experimental, runtime-only, not shipping as a user-facing feature yet.
+
+This branch contains the runtime and seeding work needed for issue-scoped worktrees:
+
+- project execution workspace policy support
+- issue-level execution workspace settings
+- git worktree realization for isolated issue execution
+- optional command-based worktree provisioning
+- seeded worktree fixes for secrets key compatibility
+- seeded project workspace rebinding to the current git worktree
+
+We are intentionally not shipping the UI for this yet. The runtime code remains in place, but the main UI entrypoints are hard-gated off for now.
+
+## What works today
+
+- projects can carry execution workspace policy in the backend
+- issues can carry execution workspace settings in the backend
+- heartbeat execution can realize isolated git worktrees
+- runtime can run a project-defined provision command inside the derived worktree
+- seeded worktree instances can keep local-encrypted secrets working
+- seeded worktree instances can rebind same-repo project workspace paths onto the current git worktree
+
+## Hidden UI entrypoints
+
+These are the current user-facing UI surfaces for the feature, now intentionally disabled:
+
+- project settings:
+  - `ui/src/components/ProjectProperties.tsx`
+  - execution workspace policy controls
+  - git worktree base ref / branch template / parent dir
+  - provision / teardown command inputs
+
+- issue creation:
+  - `ui/src/components/NewIssueDialog.tsx`
+  - isolated issue checkout toggle
+  - defaulting issue execution workspace settings from project policy
+
+- issue editing:
+  - `ui/src/components/IssueProperties.tsx`
+  - issue-level workspace mode toggle
+  - defaulting issue execution workspace settings when project changes
+
+- agent/runtime settings:
+  - `ui/src/adapters/runtime-json-fields.tsx`
+  - runtime services JSON field, which is part of the broader workspace-runtime support surface
+
+## Why the UI is hidden
+
+- the runtime behavior is still being validated
+- the workflow and operator ergonomics are not final
+- we do not want to expose a partially-baked user-facing feature in issues, projects, or settings
+
+## Re-enable plan
+
+When this is ready to ship:
+
+- re-enable the gated UI sections in the files above
+- review wording and defaults for project and issue controls
+- decide which agent/runtime settings should remain advanced-only
+- add end-to-end product-level verification for the full UI workflow

doc/plans/2026-03-11-agent-chat-ui-and-issue-backed-conversations.md

@@ -0,0 +1,329 @@
+# Agent Chat UI and Issue-Backed Conversations
+
+## Context
+
+`PAP-475` asks two related questions:
+
+1. What UI kit should Paperclip use if we add a chat surface with an agent?
+2. How should chat fit the product without breaking the current issue-centric model?
+
+This is not only a component-library decision. In Paperclip today:
+
+- V1 explicitly says communication is `tasks + comments only`, with no separate chat system.
+- Issues already carry assignment, audit trail, billing code, project linkage, goal linkage, and active run linkage.
+- Live run streaming already exists on issue detail pages.
+- Agent sessions already persist by `taskKey`, and today `taskKey` falls back to `issueId`.
+- The OpenClaw gateway adapter already supports an issue-scoped session key strategy.
+
+That means the cheapest useful path is not "add a second messaging product inside Paperclip." It is "add a better conversational UI on top of issue and run primitives we already have."
+
+## Current Constraints From the Codebase
+
+### Durable work object
+
+The durable object in Paperclip is the issue, not a chat thread.
+
+- `IssueDetail` already combines comments, linked runs, live runs, and activity into one timeline.
+- `CommentThread` already renders markdown comments and supports reply/reassignment flows.
+- `LiveRunWidget` already renders streaming assistant/tool/system output for active runs.
+
+### Session behavior
+
+Session continuity is already task-shaped.
+
+- `heartbeat.ts` derives `taskKey` from `taskKey`, then `taskId`, then `issueId`.
+- `agent_task_sessions` stores session state per company + agent + adapter + task key.
+- OpenClaw gateway supports `sessionKeyStrategy=issue|fixed|run`, and `issue` already matches the Paperclip mental model well.
+
+That means "chat with the CEO about this issue" naturally maps to one durable session per issue today without inventing a second session system.
+
+### Billing behavior
+
+Billing is already issue-aware.
+
+- `cost_events` can attach to `issueId`, `projectId`, `goalId`, and `billingCode`.
+- heartbeat context already propagates issue linkage into runs and cost rollups.
+
+If chat leaves the issue model, Paperclip would need a second billing story. That is avoidable.
+
+## UI Kit Recommendation
+
+## Recommendation: `assistant-ui`
+
+Use `assistant-ui` as the chat presentation layer.
+
+Why it fits Paperclip:
+
+- It is a real chat UI kit, not just a hook.
+- It is composable and aligned with shadcn-style primitives, which matches the current UI stack well.
+- It explicitly supports custom backends, which matters because Paperclip talks to agents through issue comments, heartbeats, and run streams rather than direct provider calls.
+- It gives us polished chat affordances quickly: message list, composer, streaming text, attachments, thread affordances, and markdown-oriented rendering.
+
+Why not make "the Vercel one" the primary choice:
+
+- Vercel AI SDK is stronger today than the older "just `useChat` over `/api/chat`" framing. Its transport layer is flexible and can support custom protocols.
+- But AI SDK is still better understood here as a transport/runtime protocol layer than as the best end-user chat surface for Paperclip.
+- Paperclip does not need Vercel to own message state, persistence, or the backend contract. Paperclip already has its own issue, run, and session model.
+
+So the clean split is:
+
+- `assistant-ui` for UI primitives
+- Paperclip-owned runtime/store for state, persistence, and transport
+- optional AI SDK usage later only if we want its stream protocol or client transport abstraction
+
+## Product Options
+
+### Option A: Separate chat object
+
+Create a new top-level chat/thread model unrelated to issues.
+
+Pros:
+
+- clean mental model if users want freeform conversation
+- easy to hide from issue boards
+
+Cons:
+
+- breaks the current V1 product decision that communication is issue-centric
+- needs new persistence, billing, session, permissions, activity, and wakeup rules
+- creates a second "why does this exist?" object beside issues
+- makes "pick up an old chat" a separate retrieval problem
+
+Verdict: not recommended for V1.
+
+### Option B: Every chat is an issue
+
+Treat chat as a UI mode over an issue. The issue remains the durable record.
+
+Pros:
+
+- matches current product spec
+- billing, runs, comments, approvals, and activity already work
+- sessions already resume on issue identity
+- works with all adapters, including OpenClaw, without new agent auth or a second API surface
+
+Cons:
+
+- some chats are not really "tasks" in a board sense
+- onboarding and review conversations may clutter normal issue lists
+
+Verdict: best V1 foundation.
+
+### Option C: Hybrid with hidden conversation issues
+
+Back every conversation with an issue, but allow a conversation-flavored issue mode that is hidden from default execution boards unless promoted.
+
+Pros:
+
+- preserves the issue-centric backend
+- gives onboarding/review chat a cleaner UX
+- preserves billing and session continuity
+
+Cons:
+
+- requires extra UI rules and possibly a small schema or filtering addition
+- can become a disguised second system if not kept narrow
+
+Verdict: likely the right product shape after a basic issue-backed MVP.
+
+## Recommended Product Model
+
+### Phase 1 product decision
+
+For the first implementation, chat should be issue-backed.
+
+More specifically:
+
+- the board opens a chat surface for an issue
+- sending a message is a comment mutation on that issue
+- the assigned agent is woken through the existing issue-comment flow
+- streaming output comes from the existing live run stream for that issue
+- durable assistant output remains comments and run history, not an extra transcript store
+
+This keeps Paperclip honest about what it is:
+
+- the control plane stays issue-centric
+- chat is a better way to interact with issue work, not a new collaboration product
+
+### Onboarding and CEO conversations
+
+For onboarding, weekly reviews, and "chat with the CEO", use a conversation issue rather than a global chat tab.
+
+Suggested shape:
+
+- create a board-initiated issue assigned to the CEO
+- mark it as conversation-flavored in UI treatment
+- optionally hide it from normal issue boards by default later
+- keep all cost/run/session linkage on that issue
+
+This solves several concerns at once:
+
+- no separate API key or direct provider wiring is needed
+- the same CEO adapter is used
+- old conversations are recovered through normal issue history
+- the CEO can still create or update real child issues from the conversation
+
+## Session Model
+
+### V1
+
+Use one durable conversation session per issue.
+
+That already matches current behavior:
+
+- adapter task sessions persist against `taskKey`
+- `taskKey` already falls back to `issueId`
+- OpenClaw already supports an issue-scoped session key
+
+This means "resume the CEO conversation later" works by reopening the same issue and waking the same agent on the same issue.
+
+### What not to add yet
+
+Do not add multi-thread-per-issue chat in the first pass.
+
+If Paperclip later needs several parallel threads on one issue, then add an explicit conversation identity and derive:
+
+- `taskKey = issue:<issueId>:conversation:<conversationId>`
+- OpenClaw `sessionKey = paperclip:conversation:<conversationId>`
+
+Until that requirement becomes real, one issue == one durable conversation is the simpler and better rule.
+
+## Billing Model
+
+Chat should not invent a separate billing pipeline.
+
+All chat cost should continue to roll up through the issue:
+
+- `cost_events.issueId`
+- project and goal rollups through existing relationships
+- issue `billingCode` when present
+
+If a conversation is important enough to exist, it is important enough to have a durable issue-backed audit and cost trail.
+
+This is another reason ephemeral freeform chat should not be the default.
+
+## UI Architecture
+
+### Recommended stack
+
+1. Keep Paperclip as the source of truth for message history and run state.
+2. Add `assistant-ui` as the rendering/composer layer.
+3. Build a Paperclip runtime adapter that maps:
+   - issue comments -> user/assistant messages
+   - live run deltas -> streaming assistant messages
+   - issue attachments -> chat attachments
+4. Keep current markdown rendering and code-block support where possible.
+
+### Interaction flow
+
+1. Board opens issue detail in "Chat" mode.
+2. Existing comment history is mapped into chat messages.
+3. When the board sends a message:
+   - `POST /api/issues/{id}/comments`
+   - optionally interrupt the active run if the UX wants "send and replace current response"
+4. Existing issue comment wakeup logic wakes the assignee.
+5. Existing `/issues/{id}/live-runs` and `/issues/{id}/active-run` data feeds drive streaming.
+6. When the run completes, durable state remains in comments/runs/activity as it does now.
+
+### Why this fits the current code
+
+Paperclip already has most of the backend pieces:
+
+- issue comments
+- run timeline
+- run log and event streaming
+- markdown rendering
+- attachment support
+- assignee wakeups on comments
+
+The missing piece is mostly the presentation and the mapping layer, not a new backend domain.
+
+## Agent Scope
+
+Do not launch this as "chat with every agent."
+
+Start narrower:
+
+- onboarding chat with CEO
+- workflow/review chat with CEO
+- maybe selected exec roles later
+
+Reasons:
+
+- it keeps the feature from becoming a second inbox/chat product
+- it limits permission and UX questions early
+- it matches the stated product demand
+
+If direct chat with other agents becomes useful later, the same issue-backed pattern can expand cleanly.
+
+## Recommended Delivery Phases
+
+### Phase 1: Chat UI on existing issues
+
+- add a chat presentation mode to issue detail
+- use `assistant-ui`
+- map comments + live runs into the chat surface
+- no schema change
+- no new API surface
+
+This is the highest-leverage step because it tests whether the UX is actually useful before product model expansion.
+
+### Phase 2: Conversation-flavored issues for CEO chat
+
+- add a lightweight conversation classification
+- support creation of CEO conversation issues from onboarding and workflow entry points
+- optionally hide these from normal backlog/board views by default
+
+The smallest implementation could be a label or issue metadata flag. If it becomes important enough, then promote it to a first-class issue subtype later.
+
+### Phase 3: Promotion and thread splitting only if needed
+
+Only if we later see a real need:
+
+- allow promoting a conversation to a formal task issue
+- allow several threads per issue with explicit conversation identity
+
+This should be demand-driven, not designed up front.
+
+## Clear Recommendation
+
+If the question is "what should we use?", the answer is:
+
+- use `assistant-ui` for the chat UI
+- do not treat raw Vercel AI SDK UI hooks as the main product answer
+- keep chat issue-backed in V1
+- use the current issue comment + run + session + billing model rather than inventing a parallel chat subsystem
+
+If the question is "how should we think about chat in Paperclip?", the answer is:
+
+- chat is a mode of interacting with issue-backed agent work
+- not a separate product silo
+- not an excuse to stop tracing work, cost, and session history back to the issue
+
+## Implementation Notes
+
+### Immediate implementation target
+
+The most defensible first build is:
+
+- add a chat tab or chat-focused layout on issue detail
+- back it with the currently assigned agent on that issue
+- use `assistant-ui` primitives over existing comments and live run events
+
+### Defer these until proven necessary
+
+- standalone global chat objects
+- multi-thread chat inside one issue
+- chat with every agent in the org
+- a second persistence layer for message history
+- separate cost tracking for chats
+
+## References
+
+- V1 communication model: `doc/SPEC-implementation.md`
+- Current issue/comment/run UI: `ui/src/pages/IssueDetail.tsx`, `ui/src/components/CommentThread.tsx`, `ui/src/components/LiveRunWidget.tsx`
+- Session persistence and task key derivation: `server/src/services/heartbeat.ts`, `packages/db/src/schema/agent_task_sessions.ts`
+- OpenClaw session routing: `packages/adapters/openclaw-gateway/README.md`
+- assistant-ui docs: <https://www.assistant-ui.com/docs>
+- assistant-ui repo: <https://github.com/assistant-ui/assistant-ui>
+- AI SDK transport docs: <https://ai-sdk.dev/docs/ai-sdk-ui/transport>

doc/plans/2026-03-13-TOKEN-OPTIMIZATION-PLAN.md

@@ -0,0 +1,397 @@
+# Token Optimization Plan
+
+Date: 2026-03-13  
+Related discussion: https://github.com/paperclipai/paperclip/discussions/449
+
+## Goal
+
+Reduce token consumption materially without reducing agent capability, control-plane visibility, or task completion quality.
+
+This plan is based on:
+
+- the current V1 control-plane design
+- the current adapter and heartbeat implementation
+- the linked user discussion
+- local runtime data from the default Paperclip instance on 2026-03-13
+
+## Executive Summary
+
+The discussion is directionally right about two things:
+
+1. We should preserve session and prompt-cache locality more aggressively.
+2. We should separate stable startup instructions from per-heartbeat dynamic context.
+
+But that is not enough on its own.
+
+After reviewing the code and local run data, the token problem appears to have four distinct causes:
+
+1. **Measurement inflation on sessioned adapters.** Some token counters, especially for `codex_local`, appear to be recorded as cumulative session totals instead of per-heartbeat deltas.
+2. **Avoidable session resets.** Task sessions are intentionally reset on timer wakes and manual wakes, which destroys cache locality for common heartbeat paths.
+3. **Repeated context reacquisition.** The `paperclip` skill tells agents to re-fetch assignments, issue details, ancestors, and full comment threads on every heartbeat. The API does not currently offer efficient delta-oriented alternatives.
+4. **Large static instruction surfaces.** Agent instruction files and globally injected skills are reintroduced at startup even when most of that content is unchanged and not needed for the current task.
+
+The correct approach is:
+
+1. fix telemetry so we can trust the numbers
+2. preserve reuse where it is safe
+3. make context retrieval incremental
+4. add session compaction/rotation so long-lived sessions do not become progressively more expensive
+
+## Validated Findings
+
+### 1. Token telemetry is at least partly overstated today
+
+Observed from the local default instance:
+
+- `heartbeat_runs`: 11,360 runs between 2026-02-18 and 2026-03-13
+- summed `usage_json.inputTokens`: `2,272,142,368,952`
+- summed `usage_json.cachedInputTokens`: `2,217,501,559,420`
+
+Those totals are not credible as true per-heartbeat usage for the observed prompt sizes.
+
+Supporting evidence:
+
+- `adapter.invoke.payload.prompt` averages were small:
+  - `codex_local`: ~193 chars average, 6,067 chars max
+  - `claude_local`: ~160 chars average, 1,160 chars max
+- despite that, many `codex_local` runs report millions of input tokens
+- one reused Codex session in local data spans 3,607 runs and recorded `inputTokens` growing up to `1,155,283,166`
+
+Interpretation:
+
+- for sessioned adapters, especially Codex, we are likely storing usage reported by the runtime as a **session total**, not a **per-run delta**
+- this makes trend reporting, optimization work, and customer trust worse
+
+This does **not** mean there is no real token problem. It means we need a trustworthy baseline before we can judge optimization impact.
+
+### 2. Timer wakes currently throw away reusable task sessions
+
+In `server/src/services/heartbeat.ts`, `shouldResetTaskSessionForWake(...)` returns `true` for:
+
+- `wakeReason === "issue_assigned"`
+- `wakeSource === "timer"`
+- manual on-demand wakes
+
+That means many normal heartbeats skip saved task-session resume even when the workspace is stable.
+
+Local data supports the impact:
+
+- `timer/system` runs: 6,587 total
+- only 976 had a previous session
+- only 963 ended with the same session
+
+So timer wakes are the largest heartbeat path and are mostly not resuming prior task state.
+
+### 3. We repeatedly ask agents to reload the same task context
+
+The `paperclip` skill currently tells agents to do this on essentially every heartbeat:
+
+- fetch assignments
+- fetch issue details
+- fetch ancestor chain
+- fetch full issue comments
+
+Current API shape reinforces that pattern:
+
+- `GET /api/issues/:id/comments` returns the full thread
+- there is no `since`, cursor, digest, or summary endpoint for heartbeat consumption
+- `GET /api/issues/:id` returns full enriched issue context, not a minimal delta payload
+
+This is safe but expensive. It forces the model to repeatedly consume unchanged information.
+
+### 4. Static instruction payloads are not separated cleanly from dynamic heartbeat prompts
+
+The user discussion suggested a bootstrap prompt. That is the right direction.
+
+Current state:
+
+- the UI exposes `bootstrapPromptTemplate`
+- adapter execution paths do not currently use it
+- several adapters prepend `instructionsFilePath` content directly into the per-run prompt or system prompt
+
+Result:
+
+- stable instructions are re-sent or re-applied in the same path as dynamic heartbeat content
+- we are not deliberately optimizing for provider prompt caching
+
+### 5. We inject more skill surface than most agents need
+
+Local adapters inject repo skills into runtime skill directories.
+
+Important `codex_local` nuance:
+
+- Codex does not read skills directly from the active worktree.
+- Paperclip discovers repo skills from the current checkout, then symlinks them into `$CODEX_HOME/skills` or `~/.codex/skills`.
+- If an existing Paperclip skill symlink already points at another live checkout, the current implementation skips it instead of repointing it.
+- This can leave Codex using stale skill content from a different worktree even after Paperclip-side skill changes land.
+- That is both a correctness risk and a token-analysis risk, because runtime behavior may not reflect the instructions in the checkout being tested.
+
+Current repo skill sizes:
+
+- `skills/paperclip/SKILL.md`: 17,441 bytes
+- `.agents/skills/create-agent-adapter/SKILL.md`: 31,832 bytes
+- `skills/paperclip-create-agent/SKILL.md`: 4,718 bytes
+- `skills/para-memory-files/SKILL.md`: 3,978 bytes
+
+That is nearly 58 KB of skill markdown before any company-specific instructions.
+
+Not all of that is necessarily loaded into model context every run, but it increases startup surface area and should be treated as a token budget concern.
+
+## Principles
+
+We should optimize tokens under these rules:
+
+1. **Do not lose functionality.** Agents must still be able to resume work safely, understand why tasks exist, and act within governance rules.
+2. **Prefer stable context over repeated context.** Unchanged instructions should not be resent through the most expensive path.
+3. **Prefer deltas over full reloads.** Heartbeats should consume only what changed since the last useful run.
+4. **Measure normalized deltas, not raw adapter claims.** Especially for sessioned CLIs.
+5. **Keep escape hatches.** Board/manual runs may still want a forced fresh session.
+
+## Plan
+
+## Phase 1: Make token telemetry trustworthy
+
+This should happen first.
+
+### Changes
+
+- Store both:
+  - raw adapter-reported usage
+  - Paperclip-normalized per-run usage
+- For sessioned adapters, compute normalized deltas against prior usage for the same persisted session.
+- Add explicit fields for:
+  - `sessionReused`
+  - `taskSessionReused`
+  - `promptChars`
+  - `instructionsChars`
+  - `hasInstructionsFile`
+  - `skillSetHash` or skill count
+  - `contextFetchMode` (`full`, `delta`, `summary`)
+- Add per-adapter parser tests that distinguish cumulative-session counters from per-run counters.
+
+### Why
+
+Without this, we cannot tell whether a reduction came from a real optimization or a reporting artifact.
+
+### Success criteria
+
+- per-run token totals stop exploding on long-lived sessions
+- a resumed session’s usage curve is believable and monotonic at the session level, but not double-counted at the run level
+- cost pages can show both raw and normalized numbers while we migrate
+
+## Phase 2: Preserve safe session reuse by default
+
+This is the highest-leverage behavior change.
+
+### Changes
+
+- Stop resetting task sessions on ordinary timer wakes.
+- Keep resetting on:
+  - explicit manual “fresh run” invocations
+  - assignment changes
+  - workspace mismatch
+  - model mismatch / invalid resume errors
+- Add an explicit wake flag like `forceFreshSession: true` when the board wants a reset.
+- Record why a session was reused or reset in run metadata.
+
+### Why
+
+Timer wakes are the dominant heartbeat path. Resetting them destroys both session continuity and prompt cache reuse.
+
+### Success criteria
+
+- timer wakes resume the prior task session in the large majority of stable-workspace cases
+- no increase in stale-session failures
+- lower normalized input tokens per timer heartbeat
+
+## Phase 3: Separate static bootstrap context from per-heartbeat context
+
+This is the right version of the discussion’s bootstrap idea.
+
+### Changes
+
+- Implement `bootstrapPromptTemplate` in adapter execution paths.
+- Use it only when starting a fresh session, not on resumed sessions.
+- Keep `promptTemplate` intentionally small and stable:
+  - who I am
+  - what triggered this wake
+  - which task/comment/approval to prioritize
+- Move long-lived setup text out of recurring per-run prompts where possible.
+- Add UI guidance and warnings when `promptTemplate` contains high-churn or large inline content.
+
+### Why
+
+Static instructions and dynamic wake context have different cache behavior and should be modeled separately.
+
+For `codex_local`, this also requires isolating the Codex skill home per worktree or teaching Paperclip to repoint its own skill symlinks when the source checkout changes. Otherwise prompt and skill improvements in the active worktree may not reach the running agent.
+
+### Success criteria
+
+- fresh-session prompts can remain richer without inflating every resumed heartbeat
+- resumed prompts become short and structurally stable
+- cache hit rates improve for session-preserving adapters
+
+## Phase 4: Make issue/task context incremental
+
+This is the biggest product change and likely the biggest real token saver after session reuse.
+
+### Changes
+
+Add heartbeat-oriented endpoints and skill behavior:
+
+- `GET /api/agents/me/inbox-lite`
+  - minimal assignment list
+  - issue id, identifier, status, priority, updatedAt, lastExternalCommentAt
+- `GET /api/issues/:id/heartbeat-context`
+  - compact issue state
+  - parent-chain summary
+  - latest execution summary
+  - change markers
+- `GET /api/issues/:id/comments?after=<cursor>` or `?since=<timestamp>`
+  - return only new comments
+- optional `GET /api/issues/:id/context-digest`
+  - server-generated compact summary for heartbeat use
+
+Update the `paperclip` skill so the default pattern becomes:
+
+1. fetch compact inbox
+2. fetch compact task context
+3. fetch only new comments unless this is the first read, a mention-triggered wake, or a cache miss
+4. fetch full thread only on demand
+
+### Why
+
+Today we are using full-fidelity board APIs as heartbeat APIs. That is convenient but token-inefficient.
+
+### Success criteria
+
+- after first task acquisition, most heartbeats consume only deltas
+- repeated blocked-task or long-thread work no longer replays the whole comment history
+- mention-triggered wakes still have enough context to respond correctly
+
+## Phase 5: Add session compaction and controlled rotation
+
+This protects against long-lived session bloat.
+
+### Changes
+
+- Add rotation thresholds per adapter/session:
+  - turns
+  - normalized input tokens
+  - age
+  - cache hit degradation
+- Before rotating, produce a structured carry-forward summary:
+  - current objective
+  - work completed
+  - open decisions
+  - blockers
+  - files/artifacts touched
+  - next recommended action
+- Persist that summary in task session state or runtime state.
+- Start the next session with:
+  - bootstrap prompt
+  - compact carry-forward summary
+  - current wake trigger
+
+### Why
+
+Even when reuse is desirable, some sessions become too expensive to keep alive indefinitely.
+
+### Success criteria
+
+- very long sessions stop growing without bound
+- rotating a session does not cause loss of task continuity
+- successful task completion rate stays flat or improves
+
+## Phase 6: Reduce unnecessary skill surface
+
+### Changes
+
+- Move from “inject all repo skills” to an allowlist per agent or per adapter.
+- Default local runtime skill set should likely be:
+  - `paperclip`
+- Add opt-in skills for specialized agents:
+  - `paperclip-create-agent`
+  - `para-memory-files`
+  - `create-agent-adapter`
+- Expose active skill set in agent config and run metadata.
+- For `codex_local`, either:
+  - run with a worktree-specific `CODEX_HOME`, or
+  - treat Paperclip-owned Codex skill symlinks as repairable when they point at a different checkout
+
+### Why
+
+Most agents do not need adapter-authoring or memory-system skills on every run.
+
+### Success criteria
+
+- smaller startup instruction surface
+- no loss of capability for specialist agents that explicitly need extra skills
+
+## Rollout Order
+
+Recommended order:
+
+1. telemetry normalization
+2. timer-wake session reuse
+3. bootstrap prompt implementation
+4. heartbeat delta APIs + `paperclip` skill rewrite
+5. session compaction/rotation
+6. skill allowlists
+
+## Acceptance Metrics
+
+We should treat this plan as successful only if we improve both efficiency and task outcomes.
+
+Primary metrics:
+
+- normalized input tokens per successful heartbeat
+- normalized input tokens per completed issue
+- cache-hit ratio for sessioned adapters
+- session reuse rate by invocation source
+- fraction of heartbeats that fetch full comment threads
+
+Guardrail metrics:
+
+- task completion rate
+- blocked-task rate
+- stale-session failure rate
+- manual intervention rate
+- issue reopen rate after agent completion
+
+Initial targets:
+
+- 30% to 50% reduction in normalized input tokens per successful resumed heartbeat
+- 80%+ session reuse on stable timer wakes
+- 80%+ reduction in full-thread comment reloads after first task read
+- no statistically meaningful regression in completion rate or failure rate
+
+## Concrete Engineering Tasks
+
+1. Add normalized usage fields and migration support for run analytics.
+2. Patch sessioned adapter accounting to compute deltas from prior session totals.
+3. Change `shouldResetTaskSessionForWake(...)` so timer wakes do not reset by default.
+4. Implement `bootstrapPromptTemplate` end-to-end in adapter execution.
+5. Add compact heartbeat context and incremental comment APIs.
+6. Rewrite `skills/paperclip/SKILL.md` around delta-fetch behavior.
+7. Add session rotation with carry-forward summaries.
+8. Replace global skill injection with explicit allowlists.
+9. Fix `codex_local` skill resolution so worktree-local skill changes reliably reach the runtime.
+
+## Recommendation
+
+Treat this as a two-track effort:
+
+- **Track A: correctness and no-regret wins**
+  - telemetry normalization
+  - timer-wake session reuse
+  - bootstrap prompt implementation
+- **Track B: structural token reduction**
+  - delta APIs
+  - skill rewrite
+  - session compaction
+  - skill allowlists
+
+If we only do Track A, we will improve things, but agents will still re-read too much unchanged task context.
+
+If we only do Track B without fixing telemetry first, we will not be able to prove the gains cleanly.

doc/plans/2026-03-13-agent-evals-framework.md

@@ -0,0 +1,775 @@
+# Agent Evals Framework Plan
+
+Date: 2026-03-13
+
+## Context
+
+We need evals for the thing Paperclip actually ships:
+
+- agent behavior produced by adapter config
+- prompt templates and bootstrap prompts
+- skill sets and skill instructions
+- model choice
+- runtime policy choices that affect outcomes and cost
+
+We do **not** primarily need a fine-tuning pipeline.
+We need a regression framework that can answer:
+
+- if we change prompts or skills, do agents still do the right thing?
+- if we switch models, what got better, worse, or more expensive?
+- if we optimize tokens, did we preserve task outcomes?
+- can we grow the suite over time from real Paperclip usage?
+
+This plan is based on:
+
+- `doc/GOAL.md`
+- `doc/PRODUCT.md`
+- `doc/SPEC-implementation.md`
+- `docs/agents-runtime.md`
+- `doc/plans/2026-03-13-TOKEN-OPTIMIZATION-PLAN.md`
+- Discussion #449: <https://github.com/paperclipai/paperclip/discussions/449>
+- OpenAI eval best practices: <https://developers.openai.com/api/docs/guides/evaluation-best-practices>
+- Promptfoo docs: <https://www.promptfoo.dev/docs/configuration/test-cases/> and <https://www.promptfoo.dev/docs/providers/custom-api/>
+- LangSmith complex agent eval docs: <https://docs.langchain.com/langsmith/evaluate-complex-agent>
+- Braintrust dataset/scorer docs: <https://www.braintrust.dev/docs/annotate/datasets> and <https://www.braintrust.dev/docs/evaluate/write-scorers>
+
+## Recommendation
+
+Paperclip should take a **two-stage approach**:
+
+1. **Start with Promptfoo now** for narrow, prompt-and-skill behavior evals across models.
+2. **Grow toward a first-party, repo-local eval harness in TypeScript** for full Paperclip scenario evals.
+
+So the recommendation is no longer “skip Promptfoo.” It is:
+
+- use Promptfoo as the fastest bootstrap layer
+- keep eval cases and fixtures in this repo
+- avoid making Promptfoo config the deepest long-term abstraction
+
+More specifically:
+
+1. The canonical eval definitions should live in this repo under a top-level `evals/` directory.
+2. `v0` should use Promptfoo to run focused test cases across models and providers.
+3. The longer-term harness should run **real Paperclip scenarios** against seeded companies/issues/agents, not just raw prompt completions.
+4. The scoring model should combine:
+   - deterministic checks
+   - structured rubric scoring
+   - pairwise candidate-vs-baseline judging
+   - efficiency metrics from normalized usage/cost telemetry
+5. The framework should compare **bundles**, not just models.
+
+A bundle is:
+
+- adapter type
+- model id
+- prompt template(s)
+- bootstrap prompt template
+- skill allowlist / skill content version
+- relevant runtime flags
+
+That is the right unit because that is what actually changes behavior in Paperclip.
+
+## Why This Is The Right Shape
+
+### 1. We need to evaluate system behavior, not only prompt output
+
+Prompt-only tools are useful, but Paperclip’s real failure modes are often:
+
+- wrong issue chosen
+- wrong API call sequence
+- bad delegation
+- failure to respect approval boundaries
+- stale session behavior
+- over-reading context
+- claiming completion without producing artifacts or comments
+
+Those are control-plane behaviors. They require scenario setup, execution, and trace inspection.
+
+### 2. The repo is already TypeScript-first
+
+The existing monorepo already uses:
+
+- `pnpm`
+- `tsx`
+- `vitest`
+- TypeScript across server, UI, shared contracts, and adapters
+
+A TypeScript-first harness will fit the repo and CI better than introducing a Python-first test subsystem as the default path.
+
+Python can stay optional later for specialty scorers or research experiments.
+
+### 3. We need provider/model comparison without vendor lock-in
+
+OpenAI’s guidance is directionally right:
+
+- eval early and often
+- use task-specific evals
+- log everything
+- prefer pairwise/comparison-style judging over open-ended scoring
+
+But OpenAI’s Evals API is not the right control plane for Paperclip as the primary system because our target is explicitly multi-model and multi-provider.
+
+### 4. Hosted eval products are useful, and Promptfoo is the right bootstrap tool
+
+The current tradeoff:
+
+- Promptfoo is very good for local, repo-based prompt/provider matrices and CI integration.
+- LangSmith is strong on trajectory-style agent evals.
+- Braintrust has a clean dataset + scorer + experiment model and strong TypeScript support.
+
+The community suggestion is directionally right:
+
+- Promptfoo lets us start small
+- it supports simple assertions like contains / not-contains / regex / custom JS
+- it can run the same cases across multiple models
+- it supports OpenRouter
+- it can move into CI later
+
+That makes it the best `v0` tool for “did this prompt/skill/model change obviously regress?”
+
+But Paperclip should still avoid making a hosted platform or a third-party config format the core abstraction before we have our own stable eval model.
+
+The right move is:
+
+- start with Promptfoo for quick wins
+- keep the data portable and repo-owned
+- build a thin first-party harness around Paperclip concepts as the system grows
+- optionally export to or integrate with other tools later if useful
+
+## What We Should Evaluate
+
+We should split evals into four layers.
+
+### Layer 1: Deterministic contract evals
+
+These should require no judge model.
+
+Examples:
+
+- agent comments on the assigned issue
+- no mutation outside the agent’s company
+- approval-required actions do not bypass approval flow
+- task transitions are legal
+- output contains required structured fields
+- artifact links exist when the task required an artifact
+- no full-thread refetch on delta-only cases once the API supports it
+
+These are cheap, reliable, and should be the first line of defense.
+
+### Layer 2: Single-step behavior evals
+
+These test narrow behaviors in isolation.
+
+Examples:
+
+- chooses the correct issue from inbox
+- writes a reasonable first status comment
+- decides to ask for approval instead of acting directly
+- delegates to the correct report
+- recognizes blocked state and reports it clearly
+
+These are the closest thing to prompt evals, but still framed in Paperclip terms.
+
+### Layer 3: End-to-end scenario evals
+
+These run a full heartbeat or short sequence of heartbeats against a seeded scenario.
+
+Examples:
+
+- new assignment pickup
+- long-thread continuation
+- mention-triggered clarification
+- approval-gated hire request
+- manager escalation
+- workspace coding task that must leave a meaningful issue update
+
+These should evaluate both final state and trace quality.
+
+### Layer 4: Efficiency and regression evals
+
+These are not “did the answer look good?” evals. They are “did we preserve quality while improving cost/latency?” evals.
+
+Examples:
+
+- normalized input tokens per successful heartbeat
+- normalized tokens per completed issue
+- session reuse rate
+- full-thread reload rate
+- wall-clock duration
+- cost per successful scenario
+
+This layer is especially important for token optimization work.
+
+## Core Design
+
+## 1. Canonical object: `EvalCase`
+
+Each eval case should define:
+
+- scenario setup
+- target bundle(s)
+- execution mode
+- expected invariants
+- scoring rubric
+- tags/metadata
+
+Suggested shape:
+
+```ts
+type EvalCase = {
+  id: string;
+  description: string;
+  tags: string[];
+  setup: {
+    fixture: string;
+    agentId: string;
+    trigger: "assignment" | "timer" | "on_demand" | "comment" | "approval";
+  };
+  inputs?: Record<string, unknown>;
+  checks: {
+    hard: HardCheck[];
+    rubric?: RubricCheck[];
+    pairwise?: PairwiseCheck[];
+  };
+  metrics: MetricSpec[];
+};
+```
+
+The important part is that the case is about a Paperclip scenario, not a standalone prompt string.
+
+## 2. Canonical object: `EvalBundle`
+
+Suggested shape:
+
+```ts
+type EvalBundle = {
+  id: string;
+  adapter: string;
+  model: string;
+  promptTemplate: string;
+  bootstrapPromptTemplate?: string;
+  skills: string[];
+  flags?: Record<string, string | number | boolean>;
+};
+```
+
+Every comparison run should say which bundle was tested.
+
+This avoids the common mistake of saying “model X is better” when the real change was model + prompt + skills + runtime behavior.
+
+## 3. Canonical output: `EvalTrace`
+
+We should capture a normalized trace for scoring:
+
+- run ids
+- prompts actually sent
+- session reuse metadata
+- issue mutations
+- comments created
+- approvals requested
+- artifacts created
+- token/cost telemetry
+- timing
+- raw outputs
+
+The scorer layer should never need to scrape ad hoc logs.
+
+## Scoring Framework
+
+## 1. Hard checks first
+
+Every eval should start with pass/fail checks that can invalidate the run immediately.
+
+Examples:
+
+- touched wrong company
+- skipped required approval
+- no issue update produced
+- returned malformed structured output
+- marked task done without required artifact
+
+If a hard check fails, the scenario fails regardless of style or judge score.
+
+## 2. Rubric scoring second
+
+Rubric scoring should use narrow criteria, not vague “how good was this?” prompts.
+
+Good rubric dimensions:
+
+- task understanding
+- governance compliance
+- useful progress communication
+- correct delegation
+- evidence of completion
+- concision / unnecessary verbosity
+
+Each rubric should be a small 0-1 or 0-2 decision, not a mushy 1-10 scale.
+
+## 3. Pairwise judging for candidate vs baseline
+
+OpenAI’s eval guidance is right that LLMs are better at discrimination than open-ended generation.
+
+So for non-deterministic quality checks, the default pattern should be:
+
+- run baseline bundle on the case
+- run candidate bundle on the same case
+- ask a judge model which is better on explicit criteria
+- allow `baseline`, `candidate`, or `tie`
+
+This is better than asking a judge for an absolute quality score with no anchor.
+
+## 4. Efficiency scoring is separate
+
+Do not bury efficiency inside a single blended quality score.
+
+Record it separately:
+
+- quality score
+- cost score
+- latency score
+
+Then compute a summary decision such as:
+
+- candidate is acceptable only if quality is non-inferior and efficiency is improved
+
+That is much easier to reason about than one magic number.
+
+## Suggested Decision Rule
+
+For PR gating:
+
+1. No hard-check regressions.
+2. No significant regression on required scenario pass rate.
+3. No significant regression on key rubric dimensions.
+4. If the change is token-optimization-oriented, require efficiency improvement on target scenarios.
+
+For deeper comparison reports, show:
+
+- pass rate
+- pairwise wins/losses/ties
+- median normalized tokens
+- median wall-clock time
+- cost deltas
+
+## Dataset Strategy
+
+We should explicitly build the dataset from three sources.
+
+### 1. Hand-authored seed cases
+
+Start here.
+
+These should cover core product invariants:
+
+- assignment pickup
+- status update
+- blocked reporting
+- delegation
+- approval request
+- cross-company access denial
+- issue comment follow-up
+
+These are small, clear, and stable.
+
+### 2. Production-derived cases
+
+Per OpenAI’s guidance, we should log everything and mine real usage for eval cases.
+
+Paperclip should grow eval coverage by promoting real runs into cases when we see:
+
+- regressions
+- interesting failures
+- edge cases
+- high-value success patterns worth preserving
+
+The initial version can be manual:
+
+- take a real run
+- redact/normalize it
+- convert it into an `EvalCase`
+
+Later we can automate trace-to-case generation.
+
+### 3. Adversarial and guardrail cases
+
+These should intentionally probe failure modes:
+
+- approval bypass attempts
+- wrong-company references
+- stale context traps
+- irrelevant long threads
+- misleading instructions in comments
+- verbosity traps
+
+This is where promptfoo-style red-team ideas can become useful later, but it is not the first slice.
+
+## Repo Layout
+
+Recommended initial layout:
+
+```text
+evals/
+  README.md
+  promptfoo/
+    promptfooconfig.yaml
+    prompts/
+    cases/
+  cases/
+    core/
+    approvals/
+    delegation/
+    efficiency/
+  fixtures/
+    companies/
+    issues/
+  bundles/
+    baseline/
+    experiments/
+  runners/
+    scenario-runner.ts
+    compare-runner.ts
+  scorers/
+    hard/
+    rubric/
+    pairwise/
+  judges/
+    rubric-judge.ts
+    pairwise-judge.ts
+  lib/
+    types.ts
+    traces.ts
+    metrics.ts
+  reports/
+    .gitignore
+```
+
+Why top-level `evals/`:
+
+- it makes evals feel first-class
+- it avoids hiding them inside `server/` even though they span adapters and runtime behavior
+- it leaves room for both TS and optional Python helpers later
+- it gives us a clean place for Promptfoo `v0` config plus the later first-party runner
+
+## Execution Model
+
+The harness should support three modes.
+
+### Mode A: Cheap local smoke
+
+Purpose:
+
+- run on PRs
+- keep cost low
+- catch obvious regressions
+
+Characteristics:
+
+- 5 to 20 cases
+- 1 or 2 bundles
+- mostly hard checks and narrow rubrics
+
+### Mode B: Candidate vs baseline compare
+
+Purpose:
+
+- evaluate a prompt/skill/model change before merge
+
+Characteristics:
+
+- paired runs
+- pairwise judging enabled
+- quality + efficiency diff report
+
+### Mode C: Nightly broader matrix
+
+Purpose:
+
+- compare multiple models and bundles
+- grow historical benchmark data
+
+Characteristics:
+
+- larger case set
+- multiple models
+- more expensive rubric/pairwise judging
+
+## CI and Developer Workflow
+
+Suggested commands:
+
+```sh
+pnpm evals:smoke
+pnpm evals:compare --baseline baseline/codex-default --candidate experiments/codex-lean-skillset
+pnpm evals:nightly
+```
+
+PR behavior:
+
+- run `evals:smoke` on prompt/skill/adapter/runtime changes
+- optionally trigger `evals:compare` for labeled PRs or manual runs
+
+Nightly behavior:
+
+- run larger matrix
+- save report artifact
+- surface trend lines on pass rate, pairwise wins, and efficiency
+
+## Framework Comparison
+
+## Promptfoo
+
+Best use for Paperclip:
+
+- prompt-level micro-evals
+- provider/model comparison
+- quick local CI integration
+- custom JS assertions and custom providers
+- bootstrap-layer evals for one skill or one agent workflow
+
+What changed in this recommendation:
+
+- Promptfoo is now the recommended **starting point**
+- especially for “one skill, a handful of cases, compare across models”
+
+Why it still should not be the only long-term system:
+
+- its primary abstraction is still prompt/provider/test-case oriented
+- Paperclip needs scenario setup, control-plane state inspection, and multi-step traces as first-class concepts
+
+Recommendation:
+
+- use Promptfoo first
+- store Promptfoo config and cases in-repo under `evals/promptfoo/`
+- use custom JS/TS assertions and, if needed later, a custom provider that calls Paperclip scenario runners
+- do not make Promptfoo YAML the only canonical Paperclip eval format once we outgrow prompt-level evals
+
+## LangSmith
+
+What it gets right:
+
+- final response evals
+- trajectory evals
+- single-step evals
+
+Why not the primary system today:
+
+- stronger fit for teams already centered on LangChain/LangGraph
+- introduces hosted/external workflow gravity before our own eval model is stable
+
+Recommendation:
+
+- copy the trajectory/final/single-step taxonomy
+- do not adopt the platform as the default requirement
+
+## Braintrust
+
+What it gets right:
+
+- TypeScript support
+- clean dataset/task/scorer model
+- production logging to datasets
+- experiment comparison over time
+
+Why not the primary system today:
+
+- still externalizes the canonical dataset and review workflow
+- we are not yet at the maturity where hosted experiment management should define the shape of the system
+
+Recommendation:
+
+- borrow its dataset/scorer/experiment mental model
+- revisit once we want hosted review and experiment history at scale
+
+## OpenAI Evals / Evals API
+
+What it gets right:
+
+- strong eval principles
+- emphasis on task-specific evals
+- continuous evaluation mindset
+
+Why not the primary system:
+
+- Paperclip must compare across models/providers
+- we do not want our primary eval runner coupled to one model vendor
+
+Recommendation:
+
+- use the guidance
+- do not use it as the core Paperclip eval runtime
+
+## First Implementation Slice
+
+The first version should be intentionally small.
+
+## Phase 0: Promptfoo bootstrap
+
+Build:
+
+- `evals/promptfoo/promptfooconfig.yaml`
+- 5 to 10 focused cases for one skill or one agent workflow
+- model matrix using the providers we care about most
+- mostly deterministic assertions:
+  - contains
+  - not-contains
+  - regex
+  - custom JS assertions
+
+Target scope:
+
+- one skill, or one narrow workflow such as assignment pickup / first status update
+- compare a small set of bundles across several models
+
+Success criteria:
+
+- we can run one command and compare outputs across models
+- prompt/skill regressions become visible quickly
+- the team gets signal before building heavier infrastructure
+
+## Phase 1: Skeleton and core cases
+
+Build:
+
+- `evals/` scaffold
+- `EvalCase`, `EvalBundle`, `EvalTrace` types
+- scenario runner for seeded local cases
+- 10 hand-authored core cases
+- hard checks only
+
+Target cases:
+
+- assigned issue pickup
+- write progress comment
+- ask for approval when required
+- respect company boundary
+- report blocked state
+- avoid marking done without artifact/comment evidence
+
+Success criteria:
+
+- a developer can run a local smoke suite
+- prompt/skill changes can fail the suite deterministically
+- Promptfoo `v0` cases either migrate into or coexist with this layer cleanly
+
+## Phase 2: Pairwise and rubric layer
+
+Build:
+
+- rubric scorer interface
+- pairwise judge runner
+- candidate vs baseline compare command
+- markdown/html report output
+
+Success criteria:
+
+- model/prompt bundle changes produce a readable diff report
+- we can tell “better”, “worse”, or “same” on curated scenarios
+
+## Phase 3: Efficiency integration
+
+Build:
+
+- normalized token/cost metrics into eval traces
+- cost and latency comparisons
+- efficiency gates for token optimization work
+
+Dependency:
+
+- this should align with the telemetry normalization work in `2026-03-13-TOKEN-OPTIMIZATION-PLAN.md`
+
+Success criteria:
+
+- quality and efficiency can be judged together
+- token-reduction work no longer relies on anecdotal improvements
+
+## Phase 4: Production-case ingestion
+
+Build:
+
+- tooling to promote real runs into new eval cases
+- metadata tagging
+- failure corpus growth process
+
+Success criteria:
+
+- the eval suite grows from real product behavior instead of staying synthetic
+
+## Initial Case Categories
+
+We should start with these categories:
+
+1. `core.assignment_pickup`
+2. `core.progress_update`
+3. `core.blocked_reporting`
+4. `governance.approval_required`
+5. `governance.company_boundary`
+6. `delegation.correct_report`
+7. `threads.long_context_followup`
+8. `efficiency.no_unnecessary_reloads`
+
+That is enough to start catching the classes of regressions we actually care about.
+
+## Important Guardrails
+
+### 1. Do not rely on judge models alone
+
+Every important scenario needs deterministic checks first.
+
+### 2. Do not gate PRs on a single noisy score
+
+Use pass/fail invariants plus a small number of stable rubric or pairwise checks.
+
+### 3. Do not confuse benchmark score with product quality
+
+The suite must keep growing from real runs, otherwise it will become a toy benchmark.
+
+### 4. Do not evaluate only final output
+
+Trajectory matters for agents:
+
+- did they call the right Paperclip APIs?
+- did they ask for approval?
+- did they communicate progress?
+- did they choose the right issue?
+
+### 5. Do not make the framework vendor-shaped
+
+Our eval model should survive changes in:
+
+- judge provider
+- candidate provider
+- adapter implementation
+- hosted tooling choices
+
+## Open Questions
+
+1. Should the first scenario runner invoke the real server over HTTP, or call services directly in-process?
+   My recommendation: start in-process for speed, then add HTTP-mode coverage once the model stabilizes.
+
+2. Should we support Python scorers in v1?
+   My recommendation: no. Keep v1 all-TypeScript.
+
+3. Should we commit baseline outputs?
+   My recommendation: commit case definitions and bundle definitions, but keep run artifacts out of git.
+
+4. Should we add hosted experiment tracking immediately?
+   My recommendation: no. Revisit after the local harness proves useful.
+
+## Final Recommendation
+
+Start with Promptfoo for immediate, narrow model-and-prompt comparisons, then grow into a first-party `evals/` framework in TypeScript that evaluates **Paperclip scenarios and bundles**, not just prompts.
+
+Use this structure:
+
+- Promptfoo for `v0` bootstrap
+- deterministic hard checks as the foundation
+- rubric and pairwise judging for non-deterministic quality
+- normalized efficiency metrics as a separate axis
+- repo-local datasets that grow from real runs
+
+Use external tools selectively:
+
+- Promptfoo as the initial path for narrow prompt/provider tests
+- Braintrust or LangSmith later if we want hosted experiment management
+
+But keep the canonical eval model inside the Paperclip repo and aligned to Paperclip’s actual control-plane behaviors.

doc/plans/2026-03-13-features.md

@@ -0,0 +1,780 @@
+# Feature specs
+
+## 1) Guided onboarding + first-job magic
+
+The repo already has `onboard`, `doctor`, `run`, deployment modes, and even agent-oriented onboarding text/skills endpoints, but there are also current onboarding/auth validation issues and an open “onboard failed” report. That means this is not just polish; it is product-critical. ([GitHub][1])
+
+### Product decision
+
+Replace “configuration-first onboarding” with **interview-first onboarding**.
+
+### What we want
+
+- Ask 3–4 questions up front, not 20 settings.
+- Generate the right path automatically: local solo, shared private, or public cloud.
+- Detect what agent/runtime environment already exists.
+- Make it normal to have Claude/OpenClaw/Codex help complete setup.
+- End onboarding with a **real first task**, not a blank dashboard.
+
+### What we do not want
+
+- Provider jargon before value.
+- “Go find an API key” as the default first instruction.
+- A successful install that still leaves users unsure what to do next.
+
+### Proposed UX
+
+On first run, show an interview:
+
+```ts
+type OnboardingProfile = {
+  useCase: "startup" | "agency" | "internal_team";
+  companySource: "new" | "existing";
+  deployMode: "local_solo" | "shared_private" | "shared_public";
+  autonomyMode: "hands_on" | "hybrid" | "full_auto";
+  primaryRuntime: "claude_code" | "codex" | "openclaw" | "other";
+};
+```
+
+Questions:
+
+1. What are you building?
+2. Is this a new company, an existing company, or a service/agency team?
+3. Are you working solo on one machine, sharing privately with a team, or deploying publicly?
+4. Do you want full auto, hybrid, or tight manual control?
+
+Then Paperclip should:
+
+- detect installed CLIs/providers/subscriptions
+- recommend the matching deployment/auth mode
+- generate a local `onboarding.txt` / LLM handoff prompt
+- offer a button: **“Open this in Claude / copy setup prompt”**
+- create starter objects:
+
+  - company
+  - company goal
+  - CEO
+  - founding engineer or equivalent first report
+  - first suggested task
+
+### Backend / API
+
+- Add `GET /api/onboarding/recommendation`
+- Add `GET /api/onboarding/llm-handoff.txt`
+- Reuse existing invite/onboarding/skills patterns for local-first bootstrap
+- Persist onboarding answers into instance config for later defaults
+
+### Acceptance criteria
+
+- Fresh install with a supported local runtime completes without manual JSON/env editing.
+- User sees first live agent action before leaving onboarding.
+- A blank dashboard is no longer the default post-install state.
+- If a required dependency is missing, the error is prescriptive and fixable from the UI/CLI.
+
+### Non-goals
+
+- Account creation
+- enterprise SSO
+- perfect provider auto-detection for every runtime
+
+---
+
+## 2) Board command surface, not generic chat
+
+There is a real tension here: the transcript says users want “chat with my CEO,” while the public product definition says Paperclip is **not a chatbot** and V1 communication is **tasks + comments only**. At the same time, the repo is already exploring plugin infrastructure and even a chat plugin via plugin SSE streaming. The clean resolution is: **make the core surface conversational, but keep the data model task/thread-centric; reserve full chat as an optional plugin**. ([GitHub][2])
+
+### Product decision
+
+Build a **Command Composer** backed by issues/comments/approvals, not a separate chat subsystem.
+
+### What we want
+
+- “Talk to the CEO” feeling for the user.
+- Every conversation ends up attached to a real company object.
+- Strategy discussion can produce issues, artifacts, and approvals.
+
+### What we do not want
+
+- A blank “chat with AI” home screen disconnected from the org.
+- Yet another agent-chat product.
+
+### Proposed UX
+
+Add a global composer with modes:
+
+```ts
+type ComposerMode = "ask" | "task" | "decision";
+type ThreadScope = "company" | "project" | "issue" | "agent";
+```
+
+Examples:
+
+- On dashboard: “Ask the CEO for a hiring plan” → creates a `strategy` issue/thread scoped to the company.
+- On agent page: “Tell the designer to make this cleaner” → appends an instruction comment to an issue or spawns a new delegated task.
+- On approval page: “Why are you asking to hire?” → appends a board comment to the approval context.
+
+Add issue kinds:
+
+```ts
+type IssueKind = "task" | "strategy" | "question" | "decision";
+```
+
+### Backend / data model
+
+Prefer extending existing `issues` rather than creating `chats`:
+
+- `issues.kind`
+- `issues.scope`
+- optional `issues.target_agent_id`
+- comment metadata: `comment.intent = hint | correction | board_question | board_decision`
+
+### Acceptance criteria
+
+- A user can “ask CEO” from the dashboard and receive a response in a company-scoped thread.
+- From that thread, the user can create/approve tasks with one click.
+- No separate chat database is required for v1 of this feature.
+
+### Non-goals
+
+- consumer chat UX
+- model marketplace
+- general-purpose assistant unrelated to company context
+
+---
+
+## 3) Live org visibility + explainability layer
+
+The core product promise is already visibility and governance, but right now the transcript makes clear that the UI is still too close to raw agent execution. The repo already has org charts, activity, heartbeat runs, costs, and agent detail surfaces; the missing piece is the explanatory layer above them. ([GitHub][1])
+
+### Product decision
+
+Default the UI to **human-readable operational summaries**, with raw logs one layer down.
+
+### What we want
+
+- At company level: “who is active, what are they doing, what is moving between teams”
+- At agent level: “what is the plan, what step is complete, what outputs were produced”
+- At run level: “summary first, transcript second”
+
+### Proposed UX
+
+Company page:
+
+- org chart with live active-state indicators
+- delegation animation between nodes when work moves
+- current open priorities
+- pending approvals
+- burn / budget warning strip
+
+Agent page:
+
+- status card
+- current issue
+- plan checklist
+- latest artifact(s)
+- summary of last run
+- expandable raw trace/logs
+
+Run page:
+
+- **Summary**
+- **Steps**
+- **Raw transcript / tool calls**
+
+### Backend / API
+
+Generate a run view model from current run/activity data:
+
+```ts
+type RunSummary = {
+  runId: string;
+  headline: string;
+  objective: string | null;
+  currentStep: string | null;
+  completedSteps: string[];
+  delegatedTo: { agentId: string; issueId?: string }[];
+  artifactIds: string[];
+  warnings: string[];
+};
+```
+
+Phase 1 can derive this server-side from existing run logs/comments. Persist only if needed later.
+
+### Acceptance criteria
+
+- Board can tell what is happening without reading shell commands.
+- Raw logs are still accessible, but not the default surface.
+- First task / first hire / first completion moments are visibly celebrated.
+
+### Non-goals
+
+- overdesigned animation system
+- perfect semantic summarization before core data quality exists
+
+---
+
+## 4) Artifact system: attachments, file browser, previews
+
+This gap is already showing up in the repo. Storage is present, attachment endpoints exist, but current issues show that attachments are still effectively image-centric and comment attachment rendering is incomplete. At the same time, your transcript wants plans, docs, files, and generated web pages surfaced cleanly. ([GitHub][4])
+
+### Product decision
+
+Introduce a first-class **Artifact** model that unifies:
+
+- uploaded/generated files
+- workspace files of interest
+- preview URLs
+- generated docs/reports
+
+### What we want
+
+- Plans, specs, CSVs, markdown, PDFs, logs, JSON, HTML outputs
+- easy discoverability from the issue/run/company pages
+- a lightweight file browser for project workspaces
+- preview links for generated websites/apps
+
+### What we do not want
+
+- forcing agents to paste everything inline into comments
+- HTML stuffed into comment bodies as a workaround
+- a full web IDE
+
+### Phase 1: fix the obvious gaps
+
+- Accept non-image MIME types for issue attachments
+- Attach files to comments correctly
+- Show file metadata + download/open on issue page
+
+### Phase 2: introduce artifacts
+
+```ts
+type ArtifactKind = "attachment" | "workspace_file" | "preview" | "report_link";
+
+interface Artifact {
+  id: string;
+  companyId: string;
+  issueId?: string;
+  runId?: string;
+  agentId?: string;
+  kind: ArtifactKind;
+  title: string;
+  mimeType?: string;
+  filename?: string;
+  sizeBytes?: number;
+  storageKind: "local_disk" | "s3" | "external_url";
+  contentPath?: string;
+  previewUrl?: string;
+  metadata: Record<string, unknown>;
+}
+```
+
+### UX
+
+Issue page gets a **Deliverables** section:
+
+- Files
+- Reports
+- Preview links
+- Latest generated artifact highlighted at top
+
+Project page gets a **Files** tab:
+
+- folder tree
+- recent changes
+- “Open produced files” shortcut
+
+### Preview handling
+
+For HTML/static outputs:
+
+- local deploy → open local preview URL
+- shared/public deploy → host via configured preview service or static storage
+- preview URL is registered back onto the issue as an artifact
+
+### Acceptance criteria
+
+- Agents can attach `.md`, `.txt`, `.json`, `.csv`, `.pdf`, and `.html`.
+- Users can open/download them from the issue page.
+- A generated static site can be opened from an issue without hunting through the filesystem.
+
+### Non-goals
+
+- browser IDE
+- collaborative docs editor
+- full object-storage admin UI
+
+---
+
+## 5) Shared/cloud deployment + cloud runtimes
+
+The repo already has a clear deployment story in docs: `local_trusted`, `authenticated/private`, and `authenticated/public`, plus Tailscale guidance. The roadmap explicitly calls out cloud agents like Cursor / e2b. That means the next step is not inventing a deployment model; it is making the shared/cloud path canonical and production-usable. ([GitHub][5])
+
+### Product decision
+
+Make **shared/private deploy** and **public/cloud deploy** first-class supported modes, and add **remote runtime drivers** for cloud-executed agents.
+
+### What we want
+
+- one instance a team can actually share
+- local-first path that upgrades to private/public without a mental model change
+- remote agent execution for non-local runtimes
+
+### Proposed architecture
+
+Separate **control plane** from **execution runtime** more explicitly:
+
+```ts
+type RuntimeDriver = "local_process" | "remote_sandbox" | "webhook";
+
+interface ExecutionHandle {
+  externalRunId: string;
+  status: "queued" | "running" | "completed" | "failed" | "cancelled";
+  previewUrl?: string;
+  logsUrl?: string;
+}
+```
+
+First remote driver: `remote_sandbox` for e2b-style execution.
+
+### Deliverables
+
+- canonical deploy recipes:
+
+  - local solo
+  - shared private (Tailscale/private auth)
+  - public cloud (managed Postgres + object storage + public URL)
+
+- runtime health page
+- adapter/runtime capability matrix
+- one official reference deployment path
+
+### UX
+
+New “Deployment” settings page:
+
+- instance mode
+- auth/exposure
+- storage/database status
+- runtime drivers configured
+- health and reachability checks
+
+### Acceptance criteria
+
+- Two humans can log into one authenticated/private instance and use it concurrently.
+- A public deployment can run agents via at least one remote runtime.
+- `doctor` catches missing public/private config and gives concrete fixes.
+
+### Non-goals
+
+- fully managed Paperclip SaaS
+- every possible cloud provider in v1
+
+---
+
+## 6) Multi-human collaboration (minimal, not enterprise RBAC)
+
+This is the biggest deliberate departure from the current V1 spec. Publicly, V1 still says “single human board operator” and puts role-based human granularity out of scope. But the transcript is right that shared use is necessary if Paperclip is going to be real for teams. The key is to do a **minimal collaboration model**, not a giant permission system. ([GitHub][2])
+
+### Product decision
+
+Ship **coarse multi-user company memberships**, not fine-grained enterprise RBAC.
+
+### Proposed roles
+
+```ts
+type CompanyRole = "owner" | "admin" | "operator" | "viewer";
+```
+
+- **owner**: instance/company ownership, user invites, config
+- **admin**: manage org, agents, budgets, approvals
+- **operator**: create/update issues, interact with agents, view artifacts
+- **viewer**: read-only
+
+### Data model
+
+```ts
+interface CompanyMembership {
+  userId: string;
+  companyId: string;
+  role: CompanyRole;
+  invitedByUserId: string;
+  createdAt: string;
+}
+```
+
+Stretch goal later:
+
+- optional project/team scoping
+
+### What we want
+
+- shared dashboard for real teams
+- user attribution in activity log
+- simple invite flow
+- company-level isolation preserved
+
+### What we do not want
+
+- per-field ACLs
+- SCIM/SSO/enterprise admin consoles
+- ten permission toggles per page
+
+### Acceptance criteria
+
+- Team of 3 can use one shared Paperclip instance.
+- Every user action is attributed correctly in activity.
+- Company membership boundaries are enforced.
+- Viewer cannot mutate; operator/admin can.
+
+### Non-goals
+
+- enterprise RBAC
+- cross-company matrix permissions
+- multi-board governance logic in first cut
+
+---
+
+## 7) Auto mode + interrupt/resume
+
+This is a product behavior issue, not a UI nicety. If agents cannot keep working or accept course correction without restarting, the autonomy model feels fake.
+
+### Product decision
+
+Make auto mode and mid-run interruption first-class runtime semantics.
+
+### What we want
+
+- Auto mode that continues until blocked by approvals, budgets, or explicit pause.
+- Mid-run “you missed this” correction without losing session continuity.
+- Clear state when an agent is waiting, blocked, or paused.
+
+### Proposed state model
+
+```ts
+type RunState =
+  | "queued"
+  | "running"
+  | "waiting_approval"
+  | "waiting_input"
+  | "paused"
+  | "completed"
+  | "failed"
+  | "cancelled";
+```
+
+Add board interjections as resumable input events:
+
+```ts
+interface RunMessage {
+  runId: string;
+  authorUserId: string;
+  mode: "hint" | "correction" | "hard_override";
+  body: string;
+  resumeCurrentSession: boolean;
+}
+```
+
+### UX
+
+Buttons on active run:
+
+- Pause
+- Resume
+- Interrupt
+- Abort
+- Restart from scratch
+
+Interrupt opens a small composer that explicitly says:
+
+- continue current session
+- or restart run
+
+### Acceptance criteria
+
+- A board comment can resume an active session instead of spawning a fresh one.
+- Session ID remains stable for “continue” path.
+- UI clearly distinguishes blocked vs. waiting vs. paused.
+
+### Non-goals
+
+- simultaneous multi-user live editing of the same run transcript
+- perfect conversational UX before runtime semantics are fixed
+
+---
+
+## 8) Cost safety + heartbeat/runtime hardening
+
+This is probably the most important immediate workstream. The transcript says token burn is the highest pain, and the repo currently has active issues around budget enforcement evidence, onboarding/auth validation, and circuit-breaker style waste prevention. Public docs already promise hard budgets, and the issue tracker is pointing at the missing operational protections. ([GitHub][6])
+
+### Product decision
+
+Treat this as a **P0 runtime contract**, not a nice-to-have.
+
+### Part A: deterministic wake gating
+
+Do cheap, explicit work detection before invoking an LLM.
+
+```ts
+type WakeReason =
+  | "new_assignment"
+  | "new_comment"
+  | "mention"
+  | "approval_resolved"
+  | "scheduled_scan"
+  | "manual";
+```
+
+Rules:
+
+- if no new actionable input exists, do not call the model
+- scheduled scan should be a cheap policy check first, not a full reasoning pass
+
+### Part B: budget contract
+
+Keep the existing public promise, but make it undeniable:
+
+- warning at 80%
+- auto-pause at 100%
+- visible audit trail
+- explicit board override to continue
+
+### Part C: circuit breaker
+
+Add per-agent runtime guards:
+
+```ts
+interface CircuitBreakerConfig {
+  enabled: boolean;
+  maxConsecutiveNoProgress: number;
+  maxConsecutiveFailures: number;
+  tokenVelocityMultiplier: number;
+}
+```
+
+Trip when:
+
+- no issue/status/comment progress for N runs
+- N failures in a row
+- token spike vs rolling average
+
+### Part D: refactor heartbeat service
+
+Split current orchestration into modules:
+
+- wake detector
+- checkout/lock manager
+- adapter runner
+- session manager
+- cost recorder
+- breaker evaluator
+- event streamer
+
+### Part E: regression suite
+
+Mandatory automated proofs for:
+
+- onboarding/auth matrix
+- 80/100 budget behavior
+- no cross-company auth leakage
+- no-spurious-wake idle behavior
+- active-run resume/interruption
+- remote runtime smoke
+
+### Acceptance criteria
+
+- Idle org with no new work does not generate model calls from heartbeat scans.
+- 80% shows warning only.
+- 100% pauses the agent and blocks continued execution until override.
+- Circuit breaker pause is visible in audit/activity.
+- Runtime modules have explicit contracts and are testable independently.
+
+### Non-goals
+
+- perfect autonomous optimization
+- eliminating all wasted calls in every adapter/provider
+
+---
+
+## 9) Project workspaces, previews, and PR handoff — without becoming GitHub
+
+This is the right way to resolve the code-workflow debate. The repo already has worktree-local instances, project `workspaceStrategy.provisionCommand`, and an RFC for adapter-level git worktree isolation. That is the correct architectural direction: **project execution policies and workspace isolation**, not built-in PR review. ([GitHub][7])
+
+### Product decision
+
+Paperclip should manage the **issue → workspace → preview/PR → review handoff** lifecycle, but leave diffs/review/merge to external tools.
+
+### Proposed config
+
+Prefer repo-local project config:
+
+```yaml
+# .paperclip/project.yml
+execution:
+  workspaceStrategy: shared | worktree | ephemeral_container
+  deliveryMode: artifact | preview | pull_request
+  provisionCommand: "pnpm install"
+  teardownCommand: "pnpm clean"
+  preview:
+    command: "pnpm dev --port $PAPERCLIP_PREVIEW_PORT"
+    healthPath: "/"
+    ttlMinutes: 120
+  vcs:
+    provider: github
+    repo: owner/repo
+    prPerIssue: true
+    baseBranch: main
+```
+
+### Rules
+
+- For non-code projects: `deliveryMode=artifact`
+- For UI/app work: `deliveryMode=preview`
+- For git-backed engineering projects: `deliveryMode=pull_request`
+- For git-backed projects with `prPerIssue=true`, one issue maps to one isolated branch/worktree
+
+### UX
+
+Issue page shows:
+
+- workspace link/status
+- preview URL if available
+- PR URL if created
+- “Reopen preview” button with TTL
+- lifecycle:
+
+  - `todo`
+  - `in_progress`
+  - `in_review`
+  - `done`
+
+### What we want
+
+- safe parallel agent work on one repo
+- previewable output
+- external PR review
+- project-defined hooks, not hardcoded assumptions
+
+### What we do not want
+
+- built-in diff viewer
+- merge queue
+- Jira clone
+- mandatory PRs for non-code work
+
+### Acceptance criteria
+
+- Multiple engineer agents can work concurrently without workspace contamination.
+- When a project is in PR mode, the issue contains branch/worktree/preview/PR metadata.
+- Preview can be reopened on demand until TTL expires.
+
+### Non-goals
+
+- replacing GitHub/GitLab
+- universal preview hosting for every framework on day one
+
+---
+
+## 10) Plugin system as the escape hatch
+
+The roadmap already includes plugins, GitHub discussions are active around it, and there is an open issue proposing an SSE bridge specifically to enable streaming plugin UIs such as chat, logs, and monitors. This is exactly the right place for optional surfaces. ([GitHub][1])
+
+### Product decision
+
+Keep the control-plane core thin; put optional high-variance experiences into plugins.
+
+### First-party plugin targets
+
+- Chat
+- Knowledge base / RAG
+- Log tail / live build output
+- Custom tracing or queues
+- Doc editor / proposal builder
+
+### Plugin manifest
+
+```ts
+interface PluginManifest {
+  id: string;
+  version: string;
+  requestedPermissions: (
+    | "read_company"
+    | "read_issue"
+    | "write_issue_comment"
+    | "create_issue"
+    | "stream_ui"
+  )[];
+  surfaces: ("company_home" | "issue_panel" | "agent_panel" | "sidebar")[];
+  workerEntry: string;
+  uiEntry: string;
+}
+```
+
+### Platform requirements
+
+- host ↔ worker action bridge
+- SSE/UI streaming
+- company-scoped auth
+- permission declaration
+- surface slots in UI
+
+### Acceptance criteria
+
+- A plugin can stream events to UI in real time.
+- A chat plugin can converse without requiring chat to become the core Paperclip product.
+- Plugin permissions are company-scoped and auditable.
+
+### Non-goals
+
+- plugins mutating core schema directly
+- arbitrary privileged code execution without explicit permissions
+
+---
+
+## Priority order I would use
+
+Given the repo state and the transcript, I would sequence it like this:
+
+**P0**
+
+1. Cost safety + heartbeat hardening
+2. Guided onboarding + first-job magic
+3. Shared/cloud deployment foundation
+4. Artifact phase 1: non-image attachments + deliverables surfacing
+
+**P1** 5. Board command surface 6. Visibility/explainability layer 7. Auto mode + interrupt/resume 8. Minimal multi-user collaboration
+
+**P2** 9. Project workspace / preview / PR lifecycle 10. Plugin system + optional chat plugin 11. Template/preset expansion for startup vs agency vs internal-team onboarding
+
+Why this order: the current repo is already getting pressure on onboarding failures, auth/onboarding validation, budget enforcement, and wasted token burn. If those are shaky, everything else feels impressive but unsafe. ([GitHub][3])
+
+## Bottom line
+
+The best synthesis is:
+
+- **Keep** Paperclip as the board-level control plane.
+- **Do not** make chat, code review, or workflow-building the core identity.
+- **Do** make the product feel conversational, visible, output-oriented, and shared.
+- **Do** make coding workflows an integration surface via workspaces/previews/PR links.
+- **Use plugins** for richer edges like chat and knowledge.
+
+That keeps the repo’s current product direction intact while solving almost every pain surfaced in the transcript.
+
+### Key references
+
+- README / positioning / roadmap / product boundaries. ([GitHub][1])
+- Product definition. ([GitHub][8])
+- V1 implementation spec and explicit non-goals. ([GitHub][2])
+- Core concepts and architecture. ([GitHub][9])
+- Deployment modes / Tailscale / local-to-cloud path. ([GitHub][5])
+- Developing guide: worktree-local instances, provision hooks, onboarding endpoints. ([GitHub][7])
+- Current issue pressure: onboarding failure, auth/onboarding validation, budget enforcement, circuit breaker, attachment gaps, plugin chat. ([GitHub][3])
+
+[1]: https://github.com/paperclipai/paperclip "https://github.com/paperclipai/paperclip"
+[2]: https://github.com/paperclipai/paperclip/blob/master/doc/SPEC-implementation.md "https://github.com/paperclipai/paperclip/blob/master/doc/SPEC-implementation.md"
+[3]: https://github.com/paperclipai/paperclip/issues/704 "https://github.com/paperclipai/paperclip/issues/704"
+[4]: https://github.com/paperclipai/paperclip/blob/master/docs/deploy/tailscale-private-access.md "https://github.com/paperclipai/paperclip/blob/master/docs/deploy/tailscale-private-access.md"
+[5]: https://github.com/paperclipai/paperclip/blob/master/docs/deploy/deployment-modes.md "https://github.com/paperclipai/paperclip/blob/master/docs/deploy/deployment-modes.md"
+[6]: https://github.com/paperclipai/paperclip/issues/692 "https://github.com/paperclipai/paperclip/issues/692"
+[7]: https://github.com/paperclipai/paperclip/blob/master/doc/DEVELOPING.md "https://github.com/paperclipai/paperclip/blob/master/doc/DEVELOPING.md"
+[8]: https://github.com/paperclipai/paperclip/blob/master/doc/PRODUCT.md "https://github.com/paperclipai/paperclip/blob/master/doc/PRODUCT.md"
+[9]: https://github.com/paperclipai/paperclip/blob/master/docs/start/core-concepts.md "https://github.com/paperclipai/paperclip/blob/master/docs/start/core-concepts.md"

doc/plans/2026-03-13-paperclip-skill-tightening-plan.md

@@ -0,0 +1,186 @@
+# Paperclip Skill Tightening Plan
+
+## Status
+
+Deferred follow-up. Do not include in the current token-optimization PR beyond documenting the plan.
+
+## Why This Is Deferred
+
+The `paperclip` skill is part of the critical control-plane safety surface. Tightening it may reduce fresh-session token use, but it also carries prompt-regression risk. We do not yet have evals that would let us safely prove behavior preservation across assignment handling, checkout rules, comment etiquette, approval workflows, and escalation paths.
+
+The current PR should ship the lower-risk infrastructure wins first:
+
+- telemetry normalization
+- safe session reuse
+- incremental issue/comment context
+- bootstrap versus heartbeat prompt separation
+- Codex worktree isolation
+
+## Current Problem
+
+Fresh runs still spend substantial input tokens even after the context-path fixes. The remaining large startup cost appears to come from loading the full `paperclip` skill and related instruction surface into context at run start.
+
+The skill currently mixes three kinds of content in one file:
+
+- hot-path heartbeat procedure used on nearly every run
+- critical policy and safety invariants
+- rare workflow/reference material that most runs do not need
+
+That structure is safe but expensive.
+
+## Goals
+
+- reduce first-run instruction tokens without weakening agent safety
+- preserve all current Paperclip control-plane capabilities
+- keep common heartbeat behavior explicit and easy for agents to follow
+- move rare workflows and reference material out of the hot path
+- create a structure that can later be evaluated systematically
+
+## Non-Goals
+
+- changing Paperclip API semantics
+- removing required governance rules
+- deleting rare workflows
+- changing agent defaults in the current PR
+
+## Recommended Direction
+
+### 1. Split Hot Path From Lookup Material
+
+Restructure the skill into:
+
+- an always-loaded core section for the common heartbeat loop
+- on-demand material for infrequent workflows and deep reference
+
+The core should cover only what is needed on nearly every wake:
+
+- auth and required headers
+- inbox-first assignment retrieval
+- mandatory checkout behavior
+- `heartbeat-context` first
+- incremental comment retrieval rules
+- mention/self-assign exception
+- blocked-task dedup
+- status/comment/release expectations before exit
+
+### 2. Normalize The Skill Around One Canonical Procedure
+
+The same rules are currently expressed multiple times across:
+
+- heartbeat steps
+- critical rules
+- endpoint reference
+- workflow examples
+
+Refactor so each operational fact has one primary home:
+
+- procedure
+- invariant list
+- appendix/reference
+
+This reduces prompt weight and lowers the chance of internal instruction drift.
+
+### 3. Compress Prose Into High-Signal Instruction Forms
+
+Rewrite the hot path using compact operational forms:
+
+- short ordered checklist
+- flat invariant list
+- minimal examples only where ambiguity would be risky
+
+Reduce:
+
+- narrative explanation
+- repeated warnings already covered elsewhere
+- large example payloads for common operations
+- long endpoint matrices in the main body
+
+### 4. Move Rare Workflows Behind Explicit Triggers
+
+These workflows should remain available but should not dominate fresh-run context:
+
+- OpenClaw invite flow
+- project setup flow
+- planning `<plan/>` writeback flow
+- instructions-path update flow
+- detailed link-formatting examples
+
+Recommended approach:
+
+- keep a short pointer in the main skill
+- move detailed procedures into sibling skills or referenced docs that agents read only when needed
+
+### 5. Separate Policy From Reference
+
+The skill should distinguish:
+
+- mandatory operating rules
+- endpoint lookup/reference
+- business-process playbooks
+
+That separation makes it easier to evaluate prompt changes later and lets adapters or orchestration choose what must always be loaded.
+
+## Proposed Target Structure
+
+1. Purpose and authentication
+2. Compact heartbeat procedure
+3. Hard invariants
+4. Required comment/update style
+5. Triggered workflow index
+6. Appendix/reference
+
+## Rollout Plan
+
+### Phase 1. Inventory And Measure
+
+- annotate the current skill by section and estimate token weight
+- identify which sections are truly hot-path versus rare
+- capture representative runs to compare before/after prompt size and behavior
+
+### Phase 2. Structural Refactor Without Semantic Changes
+
+- rewrite the main skill into the target structure
+- preserve all existing rules and capabilities
+- move rare workflow details into referenced companion material
+- keep wording changes conservative
+
+### Phase 3. Validate Against Real Scenarios
+
+Run scenario checks for:
+
+- normal assigned heartbeat
+- comment-triggered wake
+- blocked-task dedup behavior
+- approval-resolution wake
+- delegation/subtask creation
+- board handoff back to user
+- plan-request handling
+
+### Phase 4. Decide Default Loading Strategy
+
+After validation, decide whether:
+
+- the entire main skill still loads by default, or
+- only the compact core loads by default and rare sections are fetched on demand
+
+Do not change this loading policy without validation.
+
+## Risks
+
+- prompt degradation on control-plane safety rules
+- agents forgetting rare but important workflows
+- accidental removal of repeated wording that was carrying useful behavior
+- introducing ambiguous instruction precedence between the core skill and companion materials
+
+## Preconditions Before Implementation
+
+- define acceptance scenarios for control-plane correctness
+- add at least lightweight eval or scripted scenario coverage for key Paperclip flows
+- confirm how adapter/bootstrap layering should load skill content versus references
+
+## Success Criteria
+
+- materially lower first-run input tokens for Paperclip-coordinated agents
+- no regression in checkout discipline, issue updates, blocked handling, or delegation
+- no increase in malformed API usage or ownership mistakes
+- agents still complete rare workflows correctly when explicitly asked

doc/plans/2026-03-13-plugin-kitchen-sink-example.md

@@ -0,0 +1,699 @@
+# Kitchen Sink Plugin Plan
+
+## Goal
+
+Add a new first-party example plugin, `Kitchen Sink (Example)`, that demonstrates every currently implemented Paperclip plugin API surface in one place.
+
+This plugin is meant to be:
+
+- a living reference implementation for contributors
+- a manual test harness for the plugin runtime
+- a discoverable demo of what plugins can actually do today
+
+It is not meant to be a polished end-user product plugin.
+
+## Why
+
+The current plugin system has a real API surface, but it is spread across:
+
+- SDK docs
+- SDK types
+- plugin spec prose
+- two example plugins that each show only a narrow slice
+
+That makes it hard to answer basic questions like:
+
+- what can plugins render?
+- what can plugin workers actually do?
+- which surfaces are real versus aspirational?
+- how should a new plugin be structured in this repo?
+
+The kitchen-sink plugin should answer those questions by example.
+
+## Success Criteria
+
+The plugin is successful if a contributor can install it and, without reading the SDK first, discover and exercise the current plugin runtime surface area from inside Paperclip.
+
+Concretely:
+
+- it installs from the bundled examples list
+- it exposes at least one demo for every implemented worker API surface
+- it exposes at least one demo for every host-mounted UI surface
+- it clearly labels local-only / trusted-only demos
+- it is safe enough for local development by default
+- it doubles as a regression harness for plugin runtime changes
+
+## Constraints
+
+- Keep it instance-installed, not company-installed.
+- Treat this as a trusted/local example plugin.
+- Do not rely on cloud-safe runtime assumptions.
+- Avoid destructive defaults.
+- Avoid irreversible mutations unless they are clearly labeled and easy to undo.
+
+## Source Of Truth For This Plan
+
+This plan is based on the currently implemented SDK/types/runtime, not only the long-horizon spec.
+
+Primary references:
+
+- `packages/plugins/sdk/README.md`
+- `packages/plugins/sdk/src/types.ts`
+- `packages/plugins/sdk/src/ui/types.ts`
+- `packages/shared/src/constants.ts`
+- `packages/shared/src/types/plugin.ts`
+
+## Current Surface Inventory
+
+### Worker/runtime APIs to demonstrate
+
+These are the concrete `ctx` clients currently exposed by the SDK:
+
+- `ctx.config`
+- `ctx.events`
+- `ctx.jobs`
+- `ctx.launchers`
+- `ctx.http`
+- `ctx.secrets`
+- `ctx.assets`
+- `ctx.activity`
+- `ctx.state`
+- `ctx.entities`
+- `ctx.projects`
+- `ctx.companies`
+- `ctx.issues`
+- `ctx.agents`
+- `ctx.goals`
+- `ctx.data`
+- `ctx.actions`
+- `ctx.streams`
+- `ctx.tools`
+- `ctx.metrics`
+- `ctx.logger`
+
+### UI surfaces to demonstrate
+
+Surfaces defined in the SDK:
+
+- `page`
+- `settingsPage`
+- `dashboardWidget`
+- `sidebar`
+- `sidebarPanel`
+- `detailTab`
+- `taskDetailView`
+- `projectSidebarItem`
+- `toolbarButton`
+- `contextMenuItem`
+- `commentAnnotation`
+- `commentContextMenuItem`
+
+### Current host confidence
+
+Confirmed or strongly indicated as mounted in the current app:
+
+- `page`
+- `settingsPage`
+- `dashboardWidget`
+- `detailTab`
+- `projectSidebarItem`
+- comment surfaces
+- launcher infrastructure
+
+Need explicit validation before claiming full demo coverage:
+
+- `sidebar`
+- `sidebarPanel`
+- `taskDetailView`
+- `toolbarButton` as direct slot, distinct from launcher placement
+- `contextMenuItem` as direct slot, distinct from comment menu and launcher placement
+
+The implementation should keep a small validation checklist for these before we call the plugin "complete".
+
+## Plugin Concept
+
+The plugin should be named:
+
+- display name: `Kitchen Sink (Example)`
+- package: `@paperclipai/plugin-kitchen-sink-example`
+- plugin id: `paperclip.kitchen-sink-example` or `paperclip-kitchen-sink-example`
+
+Recommendation: use `paperclip-kitchen-sink-example` to match current in-repo example naming style.
+
+Category mix:
+
+- `ui`
+- `automation`
+- `workspace`
+- `connector`
+
+That is intentionally broad because the point is coverage.
+
+## UX Shape
+
+The plugin should have one main full-page demo console plus smaller satellites on other surfaces.
+
+### 1. Plugin page
+
+Primary route: the plugin `page` surface should be the central dashboard for all demos.
+
+Recommended page sections:
+
+- `Overview`
+  - what this plugin demonstrates
+  - current capabilities granted
+  - current host context
+- `UI Surfaces`
+  - links explaining where each other surface should appear
+- `Data + Actions`
+  - buttons and forms for bridge-driven worker demos
+- `Events + Streams`
+  - emit event
+  - watch event log
+  - stream demo output
+- `Paperclip Domain APIs`
+  - companies
+  - projects/workspaces
+  - issues
+  - goals
+  - agents
+- `Local Workspace + Process`
+  - file listing
+  - file read/write scratch area
+  - child process demo
+- `Jobs + Webhooks + Tools`
+  - job status
+  - webhook URL and recent deliveries
+  - declared tools
+- `State + Entities + Assets`
+  - scoped state editor
+  - plugin entity inspector
+  - upload/generated asset demo
+- `Observability`
+  - metrics written
+  - activity log samples
+  - latest worker logs
+
+### 2. Dashboard widget
+
+A compact widget on the main dashboard should show:
+
+- plugin health
+- count of demos exercised
+- recent event/stream activity
+- shortcut to the full plugin page
+
+### 3. Project sidebar item
+
+Add a `Kitchen Sink` link under each project that deep-links into a project-scoped plugin tab.
+
+### 4. Detail tabs
+
+Use detail tabs to demonstrate entity-context rendering on:
+
+- `project`
+- `issue`
+- `agent`
+- `goal`
+
+Each tab should show:
+
+- the host context it received
+- the relevant entity fetch via worker bridge
+- one small action scoped to that entity
+
+### 5. Comment surfaces
+
+Use issue comment demos to prove comment-specific extension points:
+
+- `commentAnnotation`
+  - render parsed metadata below each comment
+  - show comment id, issue id, and a small derived status
+- `commentContextMenuItem`
+  - add a menu action like `Copy Context To Kitchen Sink`
+  - action writes a plugin entity or state record for later inspection
+
+### 6. Settings page
+
+Custom `settingsPage` should be intentionally simple and operational:
+
+- `About`
+- `Danger / Trust Model`
+- demo toggles
+- local process defaults
+- workspace scratch-path behavior
+- secret reference inputs
+- event/job/webhook sample config
+
+This plugin should also keep the generic plugin settings `Status` tab useful by writing health, logs, and metrics.
+
+## Feature Matrix
+
+Each implemented worker API should have a visible demo.
+
+### `ctx.config`
+
+Demo:
+
+- read live config
+- show config JSON
+- react to config changes without restart where possible
+
+### `ctx.events`
+
+Demos:
+
+- emit a plugin event
+- subscribe to plugin events
+- subscribe to a core Paperclip event such as `issue.created`
+- show recent received events in a timeline
+
+### `ctx.jobs`
+
+Demos:
+
+- one scheduled heartbeat-style demo job
+- one manual run button from the UI if host supports manual job trigger
+- show last run result and timestamps
+
+### `ctx.launchers`
+
+Demos:
+
+- declare launchers in manifest
+- optionally register one runtime launcher from the worker
+- show launcher metadata on the plugin page
+
+### `ctx.http`
+
+Demo:
+
+- make a simple outbound GET request to a safe endpoint
+- show status code, latency, and JSON result
+
+Recommendation: default to a Paperclip-local endpoint or a stable public echo endpoint to avoid flaky docs.
+
+### `ctx.secrets`
+
+Demo:
+
+- operator enters a secret reference in config
+- plugin resolves it on demand
+- UI only shows masked result length / success status, never raw secret
+
+### `ctx.assets`
+
+Demos:
+
+- generate a text asset from the UI
+- optionally upload a tiny JSON blob or screenshot-like text file
+- show returned asset URL
+
+### `ctx.activity`
+
+Demo:
+
+- button to write a plugin activity log entry against current company/entity
+
+### `ctx.state`
+
+Demos:
+
+- instance-scoped state
+- company-scoped state
+- project-scoped state
+- issue-scoped state
+- delete/reset controls
+
+Use a small state inspector/editor on the plugin page.
+
+### `ctx.entities`
+
+Demos:
+
+- create plugin-owned sample records
+- list/filter them
+- show one realistic use case such as "copied comments" or "demo sync records"
+
+### `ctx.projects`
+
+Demos:
+
+- list projects
+- list project workspaces
+- resolve primary workspace
+- resolve workspace for issue
+
+### `ctx.companies`
+
+Demo:
+
+- list companies and show current selected company
+
+### `ctx.issues`
+
+Demos:
+
+- list issues in current company
+- create issue
+- update issue status/title
+- list comments
+- create comment
+
+### `ctx.agents`
+
+Demos:
+
+- list agents
+- invoke one agent with a test prompt
+- pause/resume where safe
+
+Agent mutation controls should be behind an explicit warning.
+
+### `ctx.agents.sessions`
+
+Demos:
+
+- create agent chat session
+- send message
+- stream events back to the UI
+- close session
+
+This is a strong candidate for the best "wow" demo on the plugin page.
+
+### `ctx.goals`
+
+Demos:
+
+- list goals
+- create goal
+- update status/title
+
+### `ctx.data`
+
+Use throughout the plugin for all read-side bridge demos.
+
+### `ctx.actions`
+
+Use throughout the plugin for all mutation-side bridge demos.
+
+### `ctx.streams`
+
+Demos:
+
+- live event log stream
+- token-style stream from an agent session relay
+- fake progress stream for a long-running action
+
+### `ctx.tools`
+
+Demos:
+
+- declare 2-3 simple agent tools
+- tool 1: echo/diagnostics
+- tool 2: project/workspace summary
+- tool 3: create issue or write plugin state
+
+The plugin page should list declared tools and show example input payloads.
+
+### `ctx.metrics`
+
+Demo:
+
+- write a sample metric on each major demo action
+- surface a small recent metrics table in the plugin page
+
+### `ctx.logger`
+
+Demo:
+
+- every action logs structured entries
+- plugin settings `Status` page then doubles as the log viewer
+
+## Local Workspace And Process Demos
+
+The plugin SDK intentionally leaves file/process operations to the plugin itself once it has workspace metadata.
+
+The kitchen-sink plugin should demonstrate that explicitly.
+
+### Workspace demos
+
+- list files from a selected workspace
+- read a file
+- write to a plugin-owned scratch file
+- optionally search files with `rg` if available
+
+### Process demos
+
+- run a short-lived command like `pwd`, `ls`, or `git status`
+- stream stdout/stderr back to UI
+- show exit code and timing
+
+Important safeguards:
+
+- default commands must be read-only
+- no shell interpolation from arbitrary free-form input in v1
+- provide a curated command list or a strongly validated command form
+- clearly label this area as local-only and trusted-only
+
+## Proposed Manifest Coverage
+
+The plugin should aim to declare:
+
+- `page`
+- `settingsPage`
+- `dashboardWidget`
+- `detailTab` for `project`, `issue`, `agent`, `goal`
+- `projectSidebarItem`
+- `commentAnnotation`
+- `commentContextMenuItem`
+
+Then, after host validation, add if supported:
+
+- `sidebar`
+- `sidebarPanel`
+- `taskDetailView`
+- `toolbarButton`
+- `contextMenuItem`
+
+It should also declare one or more `ui.launchers` entries to exercise launcher behavior independently of slot rendering.
+
+## Proposed Package Layout
+
+New package:
+
+- `packages/plugins/examples/plugin-kitchen-sink-example/`
+
+Expected files:
+
+- `package.json`
+- `README.md`
+- `tsconfig.json`
+- `src/index.ts`
+- `src/manifest.ts`
+- `src/worker.ts`
+- `src/ui/index.tsx`
+- `src/ui/components/...`
+- `src/ui/hooks/...`
+- `src/lib/...`
+- optional `scripts/build-ui.mjs` if UI bundling needs esbuild
+
+## Proposed Internal Architecture
+
+### Worker modules
+
+Recommended split:
+
+- `src/worker.ts`
+  - plugin definition and wiring
+- `src/worker/data.ts`
+  - `ctx.data.register(...)`
+- `src/worker/actions.ts`
+  - `ctx.actions.register(...)`
+- `src/worker/events.ts`
+  - event subscriptions and event log buffer
+- `src/worker/jobs.ts`
+  - scheduled job handlers
+- `src/worker/tools.ts`
+  - tool declarations and handlers
+- `src/worker/local-runtime.ts`
+  - file/process demos
+- `src/worker/demo-store.ts`
+  - helpers for state/entities/assets/metrics
+
+### UI modules
+
+Recommended split:
+
+- `src/ui/index.tsx`
+  - exported slot components
+- `src/ui/page/KitchenSinkPage.tsx`
+- `src/ui/settings/KitchenSinkSettingsPage.tsx`
+- `src/ui/widgets/KitchenSinkDashboardWidget.tsx`
+- `src/ui/tabs/ProjectKitchenSinkTab.tsx`
+- `src/ui/tabs/IssueKitchenSinkTab.tsx`
+- `src/ui/tabs/AgentKitchenSinkTab.tsx`
+- `src/ui/tabs/GoalKitchenSinkTab.tsx`
+- `src/ui/comments/KitchenSinkCommentAnnotation.tsx`
+- `src/ui/comments/KitchenSinkCommentMenuItem.tsx`
+- `src/ui/shared/...`
+
+## Configuration Schema
+
+The plugin should have a substantial but understandable `instanceConfigSchema`.
+
+Recommended config fields:
+
+- `enableDangerousDemos`
+- `enableWorkspaceDemos`
+- `enableProcessDemos`
+- `showSidebarEntry`
+- `showSidebarPanel`
+- `showProjectSidebarItem`
+- `showCommentAnnotation`
+- `showCommentContextMenuItem`
+- `showToolbarLauncher`
+- `defaultDemoCompanyId` optional
+- `secretRefExample`
+- `httpDemoUrl`
+- `processAllowedCommands`
+- `workspaceScratchSubdir`
+
+Defaults should keep risky behavior off.
+
+## Safety Defaults
+
+Default posture:
+
+- UI and read-only demos on
+- mutating domain demos on but explicitly labeled
+- process demos off by default
+- no arbitrary shell input by default
+- no raw secret rendering ever
+
+## Phased Build Plan
+
+### Phase 1: Core plugin skeleton
+
+- scaffold package
+- add manifest, worker, UI entrypoints
+- add README
+- make it appear in bundled examples list
+
+### Phase 2: Core, confirmed UI surfaces
+
+- plugin page
+- settings page
+- dashboard widget
+- project sidebar item
+- detail tabs
+
+### Phase 3: Core worker APIs
+
+- config
+- state
+- entities
+- companies/projects/issues/goals
+- data/actions
+- metrics/logger/activity
+
+### Phase 4: Real-time and automation APIs
+
+- streams
+- events
+- jobs
+- webhooks
+- agent sessions
+- tools
+
+### Phase 5: Local trusted runtime demos
+
+- workspace file demos
+- child process demos
+- guarded by config
+
+### Phase 6: Secondary UI surfaces
+
+- comment annotation
+- comment context menu item
+- launchers
+
+### Phase 7: Validation-only surfaces
+
+Validate whether the current host truly mounts:
+
+- `sidebar`
+- `sidebarPanel`
+- `taskDetailView`
+- direct-slot `toolbarButton`
+- direct-slot `contextMenuItem`
+
+If mounted, add demos.
+If not mounted, document them as SDK-defined but host-pending.
+
+## Documentation Deliverables
+
+The plugin should ship with a README that includes:
+
+- what it demonstrates
+- which surfaces are local-only
+- how to install it
+- where each UI surface should appear
+- a mapping from demo card to SDK API
+
+It should also be referenced from plugin docs as the "reference everything plugin".
+
+## Testing And Verification
+
+Minimum verification:
+
+- package typecheck/build
+- install from bundled example list
+- page loads
+- widget appears
+- project tab appears
+- comment surfaces render
+- settings page loads
+- key actions succeed
+
+Recommended manual checklist:
+
+- create issue from plugin
+- create goal from plugin
+- emit and receive plugin event
+- stream action output
+- open agent session and receive streamed reply
+- upload an asset
+- write plugin activity log
+- run a safe local process demo
+
+## Open Questions
+
+1. Should the process demo remain curated-command-only in the first pass?
+   Recommendation: yes.
+
+2. Should the plugin create throwaway "kitchen sink demo" issues/goals automatically?
+   Recommendation: no. Make creation explicit.
+
+3. Should we expose unsupported-but-typed surfaces in the UI even if host mounting is not wired?
+   Recommendation: yes, but label them as `SDK-defined / host validation pending`.
+
+4. Should agent mutation demos include pause/resume by default?
+   Recommendation: probably yes, but behind a warning block.
+
+5. Should this plugin be treated as a supported regression harness in CI later?
+   Recommendation: yes. Long term, this should be the plugin-runtime smoke test package.
+
+## Recommended Next Step
+
+If this plan looks right, the next implementation pass should start by building only:
+
+- package skeleton
+- page
+- settings page
+- dashboard widget
+- one project detail tab
+- one issue detail tab
+- the basic worker/action/data/state/event scaffolding
+
+That is enough to lock the architecture before filling in every demo surface.

doc/plugins/PLUGIN_AUTHORING_GUIDE.md

@@ -0,0 +1,155 @@
+# Plugin Authoring Guide
+
+This guide describes the current, implemented way to create a Paperclip plugin in this repo.
+
+It is intentionally narrower than [PLUGIN_SPEC.md](./PLUGIN_SPEC.md). The spec includes future ideas; this guide only covers the alpha surface that exists now.
+
+## Current reality
+
+- Treat plugin workers and plugin UI as trusted code.
+- Plugin UI runs as same-origin JavaScript inside the main Paperclip app.
+- Worker-side host APIs are capability-gated.
+- Plugin UI is not sandboxed by manifest capabilities.
+- There is no host-provided shared React component kit for plugins yet.
+- `ctx.assets` is not supported in the current runtime.
+
+## Scaffold a plugin
+
+Use the scaffold package:
+
+```bash
+pnpm --filter @paperclipai/create-paperclip-plugin build
+node packages/plugins/create-paperclip-plugin/dist/index.js @yourscope/plugin-name --output ./packages/plugins/examples
+```
+
+For a plugin that lives outside the Paperclip repo:
+
+```bash
+pnpm --filter @paperclipai/create-paperclip-plugin build
+node packages/plugins/create-paperclip-plugin/dist/index.js @yourscope/plugin-name \
+  --output /absolute/path/to/plugin-repos \
+  --sdk-path /absolute/path/to/paperclip/packages/plugins/sdk
+```
+
+That creates a package with:
+
+- `src/manifest.ts`
+- `src/worker.ts`
+- `src/ui/index.tsx`
+- `tests/plugin.spec.ts`
+- `esbuild.config.mjs`
+- `rollup.config.mjs`
+
+Inside this monorepo, the scaffold uses `workspace:*` for `@paperclipai/plugin-sdk`.
+
+Outside this monorepo, the scaffold snapshots `@paperclipai/plugin-sdk` from the local Paperclip checkout into a `.paperclip-sdk/` tarball so you can build and test a plugin without publishing anything to npm first.
+
+## Recommended local workflow
+
+From the generated plugin folder:
+
+```bash
+pnpm install
+pnpm typecheck
+pnpm test
+pnpm build
+```
+
+For local development, install it into Paperclip from an absolute local path through the plugin manager or API. The server supports local filesystem installs and watches local-path plugins for file changes so worker restarts happen automatically after rebuilds.
+
+Example:
+
+```bash
+curl -X POST http://127.0.0.1:3100/api/plugins/install \
+  -H "Content-Type: application/json" \
+  -d '{"packageName":"/absolute/path/to/your-plugin","isLocalPath":true}'
+```
+
+## Supported alpha surface
+
+Worker:
+
+- config
+- events
+- jobs
+- launchers
+- http
+- secrets
+- activity
+- state
+- entities
+- projects and project workspaces
+- companies
+- issues and comments
+- agents and agent sessions
+- goals
+- data/actions
+- streams
+- tools
+- metrics
+- logger
+
+UI:
+
+- `usePluginData`
+- `usePluginAction`
+- `usePluginStream`
+- `usePluginToast`
+- `useHostContext`
+- typed slot props from `@paperclipai/plugin-sdk/ui`
+
+Mount surfaces currently wired in the host include:
+
+- `page`
+- `settingsPage`
+- `dashboardWidget`
+- `sidebar`
+- `sidebarPanel`
+- `detailTab`
+- `taskDetailView`
+- `projectSidebarItem`
+- `globalToolbarButton`
+- `toolbarButton`
+- `contextMenuItem`
+- `commentAnnotation`
+- `commentContextMenuItem`
+
+## Company routes
+
+Plugins may declare a `page` slot with `routePath` to own a company route like:
+
+```text
+/:companyPrefix/<routePath>
+```
+
+Rules:
+
+- `routePath` must be a single lowercase slug
+- it cannot collide with reserved host routes
+- it cannot duplicate another installed plugin page route
+
+## Publishing guidance
+
+- Use npm packages as the deployment artifact.
+- Treat repo-local example installs as a development workflow only.
+- Prefer keeping plugin UI self-contained inside the package.
+- Do not rely on host design-system components or undocumented app internals.
+- GitHub repository installs are not a first-class workflow today. For local development, use a checked-out local path. For production, publish to npm or a private npm-compatible registry.
+
+## Verification before handoff
+
+At minimum:
+
+```bash
+pnpm --filter <your-plugin-package> typecheck
+pnpm --filter <your-plugin-package> test
+pnpm --filter <your-plugin-package> build
+```
+
+If you changed host integration too, also run:
+
+```bash
+pnpm -r typecheck
+pnpm test:run
+pnpm build
+```

doc/spec/agent-runs.md

@@ -249,7 +249,7 @@ Runs local `claude` CLI directly.
   "cwd": "/absolute/or/relative/path",
   "promptTemplate": "You are agent {{agent.id}} ...",
   "model": "optional-model-id",
-  "maxTurnsPerRun": 80,
+  "maxTurnsPerRun": 300,
   "dangerouslySkipPermissions": true,
   "env": {"KEY": "VALUE"},
   "extraArgs": [],

doc/spec/ui.md

@@ -114,7 +114,7 @@ No section header — these are always at the top, below the company header.
   My Issues
 ```
 
-- **Inbox** — items requiring the board operator's attention. Badge count on the right. Includes: pending approvals, stale tasks, budget alerts, failed heartbeats. The number is the total unread/unresolved count.
+- **Inbox** — items requiring the board operator's attention. Badge count on the right. Includes: pending approvals, budget alerts, failed heartbeats. The number is the total unread/unresolved count.
 - **My Issues** — issues created by or assigned to the board operator.
 
 ### 3.3 Work Section

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/adapters/claude-local.md

@@ -20,7 +20,7 @@ The `claude_local` adapter runs Anthropic's Claude Code CLI locally. It supports
 | `env` | object | No | Environment variables (supports secret refs) |
 | `timeoutSec` | number | No | Process timeout (0 = no timeout) |
 | `graceSec` | number | No | Grace period before force-kill |
-| `maxTurnsPerRun` | number | No | Max agentic turns per heartbeat |
+| `maxTurnsPerRun` | number | No | Max agentic turns per heartbeat (defaults to `300`) |
 | `dangerouslySkipPermissions` | boolean | No | Skip permission prompts (dev only) |
 
 ## Prompt Templates
@@ -47,6 +47,14 @@ If resume fails with an unknown session error, the adapter automatically retries
 
 The adapter creates a temporary directory with symlinks to Paperclip skills and passes it via `--add-dir`. This makes skills discoverable without polluting the agent's working directory.
 
+For manual local CLI usage outside heartbeat runs (for example running as `claudecoder` directly), use:
+
+```sh
+pnpm paperclipai agent local-cli claudecoder --company-id <company-id>
+```
+
+This installs Paperclip skills in `~/.claude/skills`, creates an agent API key, and prints shell exports to run as that agent.
+
 ## Environment Test
 
 Use the "Test Environment" button in the UI to validate the adapter config. It checks:

docs/adapters/codex-local.md

@@ -30,6 +30,16 @@ Codex uses `previous_response_id` for session continuity. The adapter serializes
 
 The adapter symlinks Paperclip skills into the global Codex skills directory (`~/.codex/skills`). Existing user skills are not overwritten.
 
+When Paperclip is running inside a managed worktree instance (`PAPERCLIP_IN_WORKTREE=true`), the adapter instead uses a worktree-isolated `CODEX_HOME` under the Paperclip instance so Codex skills, sessions, logs, and other runtime state do not leak across checkouts. It seeds that isolated home from the user's main Codex home for shared auth/config continuity.
+
+For manual local CLI usage outside heartbeat runs (for example running as `codexcoder` directly), use:
+
+```sh
+pnpm paperclipai agent local-cli codexcoder --company-id <company-id>
+```
+
+This installs any missing skills, creates an agent API key, and prints shell exports to run as that agent.
+
 ## Environment Test
 
 The environment test checks:

docs/adapters/creating-an-adapter.md

@@ -6,7 +6,7 @@ summary: Guide to building a custom adapter
 Build a custom adapter to connect Paperclip to any agent runtime.
 
 <Tip>
-If you're using Claude Code, the `create-agent-adapter` skill can guide you through the full adapter creation process interactively. Just ask Claude to create a new adapter and it will walk you through each step.
+If you're using Claude Code, the `.agents/skills/create-agent-adapter` skill can guide you through the full adapter creation process interactively. Just ask Claude to create a new adapter and it will walk you through each step.
 </Tip>
 
 ## Package Structure

docs/adapters/gemini-local.md

@@ -0,0 +1,45 @@
+---
+title: Gemini Local
+summary: Gemini CLI local adapter setup and configuration
+---
+
+The `gemini_local` adapter runs Google's Gemini CLI locally. It supports session persistence with `--resume`, skills injection, and structured `stream-json` output parsing.
+
+## Prerequisites
+
+- Gemini CLI installed (`gemini` command available)
+- `GEMINI_API_KEY` or `GOOGLE_API_KEY` set, or local Gemini CLI auth configured
+
+## Configuration Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `cwd` | string | Yes | Working directory for the agent process (absolute path; created automatically if missing when permissions allow) |
+| `model` | string | No | Gemini model to use. Defaults to `auto`. |
+| `promptTemplate` | string | No | Prompt used for all runs |
+| `instructionsFilePath` | string | No | Markdown instructions file prepended to the prompt |
+| `env` | object | No | Environment variables (supports secret refs) |
+| `timeoutSec` | number | No | Process timeout (0 = no timeout) |
+| `graceSec` | number | No | Grace period before force-kill |
+| `yolo` | boolean | No | Pass `--approval-mode yolo` for unattended operation |
+
+## Session Persistence
+
+The adapter persists Gemini session IDs between heartbeats. On the next wake, it resumes the existing conversation with `--resume` so the agent retains context.
+
+Session resume is cwd-aware: if the working directory changed since the last run, a fresh session starts instead.
+
+If resume fails with an unknown session error, the adapter automatically retries with a fresh session.
+
+## Skills Injection
+
+The adapter symlinks Paperclip skills into the Gemini global skills directory (`~/.gemini/skills`). Existing user skills are not overwritten.
+
+## Environment Test
+
+Use the "Test Environment" button in the UI to validate the adapter config. It checks:
+
+- Gemini CLI is installed and accessible
+- Working directory is absolute and available (auto-created if missing and permitted)
+- API key/auth hints (`GEMINI_API_KEY` or `GOOGLE_API_KEY`)
+- A live hello probe (`gemini --output-format json "Respond with hello."`) to verify CLI readiness

docs/adapters/overview.md

@@ -20,6 +20,7 @@ When a heartbeat fires, Paperclip:
 |---------|----------|-------------|
 | [Claude Local](/adapters/claude-local) | `claude_local` | Runs Claude Code CLI locally |
 | [Codex Local](/adapters/codex-local) | `codex_local` | Runs OpenAI Codex CLI locally |
+| [Gemini Local](/adapters/gemini-local) | `gemini_local` | Runs Gemini CLI locally |
 | OpenCode Local | `opencode_local` | Runs OpenCode CLI locally (multi-provider `provider/model`) |
 | OpenClaw | `openclaw` | Sends wake payloads to an OpenClaw webhook |
 | [Process](/adapters/process) | `process` | Executes arbitrary shell commands |
@@ -54,7 +55,7 @@ Three registries consume these modules:
 
 ## Choosing an Adapter
 
-- **Need a coding agent?** Use `claude_local`, `codex_local`, or `opencode_local`
+- **Need a coding agent?** Use `claude_local`, `codex_local`, `gemini_local`, or `opencode_local`
 - **Need to run a script or command?** Use `process`
 - **Need to call an external service?** Use `http`
 - **Need something custom?** [Create your own adapter](/adapters/creating-an-adapter)

docs/api/issues.md

@@ -1,9 +1,9 @@
 ---
 title: Issues
-summary: Issue CRUD, checkout/release, comments, and attachments
+summary: Issue CRUD, checkout/release, comments, documents, and attachments
 ---
 
-Issues are the unit of work in Paperclip. They support hierarchical relationships, atomic checkout, comments, and file attachments.
+Issues are the unit of work in Paperclip. They support hierarchical relationships, atomic checkout, comments, keyed text documents, and file attachments.
 
 ## List Issues
 
@@ -29,6 +29,12 @@ GET /api/issues/{issueId}
 
 Returns the issue with `project`, `goal`, and `ancestors` (parent chain with their projects and goals).
 
+The response also includes:
+
+- `planDocument`: the full text of the issue document with key `plan`, when present
+- `documentSummaries`: metadata for all linked issue documents
+- `legacyPlanDocument`: a read-only fallback when the description still contains an old `<plan>` block
+
 ## Create Issue
 
 ```
@@ -100,6 +106,54 @@ POST /api/issues/{issueId}/comments
 
 @-mentions (`@AgentName`) in comments trigger heartbeats for the mentioned agent.
 
+## Documents
+
+Documents are editable, revisioned, text-first issue artifacts keyed by a stable identifier such as `plan`, `design`, or `notes`.
+
+### List
+
+```
+GET /api/issues/{issueId}/documents
+```
+
+### Get By Key
+
+```
+GET /api/issues/{issueId}/documents/{key}
+```
+
+### Create Or Update
+
+```
+PUT /api/issues/{issueId}/documents/{key}
+{
+  "title": "Implementation plan",
+  "format": "markdown",
+  "body": "# Plan\n\n...",
+  "baseRevisionId": "{latestRevisionId}"
+}
+```
+
+Rules:
+
+- omit `baseRevisionId` when creating a new document
+- provide the current `baseRevisionId` when updating an existing document
+- stale `baseRevisionId` returns `409 Conflict`
+
+### Revision History
+
+```
+GET /api/issues/{issueId}/documents/{key}/revisions
+```
+
+### Delete
+
+```
+DELETE /api/issues/{issueId}/documents/{key}
+```
+
+Delete is board-only in the current implementation.
+
 ## Attachments
 
 ### Upload

docs/plans/2026-03-13-issue-documents-plan.md

@@ -0,0 +1,569 @@
+# Issue Documents Plan
+
+Status: Draft  
+Owner: Backend + UI + Agent Protocol  
+Date: 2026-03-13  
+Primary issue: `PAP-448`
+
+## Summary
+
+Add first-class **documents** to Paperclip as editable, revisioned, company-scoped text artifacts that can be linked to issues.
+
+The first required convention is a document with key `plan`.
+
+This solves the immediate workflow problem in `PAP-448`:
+
+- plans should stop living inside issue descriptions as `<plan>` blocks
+- agents and board users should be able to create/update issue documents directly
+- `GET /api/issues/:id` should include the full `plan` document and expose the other available documents
+- issue detail should render documents under the description
+
+This should be built as the **text-document slice** of the broader artifact system, not as a replacement for attachments/assets.
+
+## Recommended Product Shape
+
+### Documents vs attachments vs artifacts
+
+- **Documents**: editable text content with stable keys and revision history.
+- **Attachments**: uploaded/generated opaque files backed by storage (`assets` + `issue_attachments`).
+- **Artifacts**: later umbrella/read-model that can unify documents, attachments, previews, and workspace files.
+
+Recommendation:
+
+- implement **issue documents now**
+- keep existing attachments as-is
+- defer full artifact unification until there is a second real consumer beyond issue documents + attachments
+
+This keeps `PAP-448` focused while still fitting the larger artifact direction.
+
+## Goals
+
+1. Give issues first-class keyed documents, starting with `plan`.
+2. Make documents editable by board users and same-company agents with issue access.
+3. Preserve change history with append-only revisions.
+4. Make the `plan` document automatically available in the normal issue fetch used by agents/heartbeats.
+5. Replace the current `<plan>`-in-description convention in skills/docs.
+6. Keep the design compatible with a future artifact/deliverables layer.
+
+## Non-Goals
+
+- full collaborative doc editing
+- binary-file version history
+- browser IDE or workspace editor
+- full artifact-system implementation in the same change
+- generalized polymorphic relations for every entity type on day one
+
+## Product Decisions
+
+### 1. Keyed issue documents
+
+Each issue can have multiple documents. Each document relation has a stable key:
+
+- `plan`
+- `design`
+- `notes`
+- `report`
+- custom keys later
+
+Key rules:
+
+- unique per issue, case-insensitive
+- normalized to lowercase slug form
+- machine-oriented and stable
+- title is separate and user-facing
+
+The `plan` key is conventional and reserved by Paperclip workflow/docs.
+
+### 2. Text-first v1
+
+V1 documents should be text-first, not arbitrary blobs.
+
+Recommended supported formats:
+
+- `markdown`
+- `plain_text`
+- `json`
+- `html`
+
+Recommendation:
+
+- optimize UI for `markdown`
+- allow raw editing for the others
+- keep PDFs/images/CSVs/etc as attachments/artifacts, not editable documents
+
+### 3. Revision model
+
+Every document update creates a new immutable revision.
+
+The current document row stores the latest snapshot for fast reads.
+
+### 4. Concurrency model
+
+Do not use silent last-write-wins.
+
+Updates should include `baseRevisionId`:
+
+- create: no base revision required
+- update: `baseRevisionId` must match current latest revision
+- mismatch: return `409 Conflict`
+
+This is important because both board users and agents may edit the same document.
+
+### 5. Issue fetch behavior
+
+`GET /api/issues/:id` should include:
+
+- full `planDocument` when a `plan` document exists
+- `documentSummaries` for all linked documents
+
+It should not inline every document body by default.
+
+This keeps issue fetches useful for agents without making every issue payload unbounded.
+
+### 6. Legacy `<plan>` compatibility
+
+If an issue has no `plan` document but its description contains a legacy `<plan>` block:
+
+- expose that as a legacy read-only fallback in API/UI
+- mark it as legacy/synthetic
+- prefer a real `plan` document when both exist
+
+Recommendation:
+
+- do not auto-rewrite old issue descriptions in the first rollout
+- provide an explicit import/migrate path later
+
+## Proposed Data Model
+
+Recommendation: make documents first-class, but keep issue linkage explicit via a join table.
+
+This preserves foreign keys today and gives a clean path to future `project_documents` or `company_documents` tables later.
+
+## Tables
+
+### `documents`
+
+Canonical text document record.
+
+Suggested columns:
+
+- `id`
+- `company_id`
+- `title`
+- `format`
+- `latest_body`
+- `latest_revision_id`
+- `latest_revision_number`
+- `created_by_agent_id`
+- `created_by_user_id`
+- `updated_by_agent_id`
+- `updated_by_user_id`
+- `created_at`
+- `updated_at`
+
+### `document_revisions`
+
+Append-only history.
+
+Suggested columns:
+
+- `id`
+- `company_id`
+- `document_id`
+- `revision_number`
+- `body`
+- `change_summary`
+- `created_by_agent_id`
+- `created_by_user_id`
+- `created_at`
+
+Constraints:
+
+- unique `(document_id, revision_number)`
+
+### `issue_documents`
+
+Issue relation + workflow key.
+
+Suggested columns:
+
+- `id`
+- `company_id`
+- `issue_id`
+- `document_id`
+- `key`
+- `created_at`
+- `updated_at`
+
+Constraints:
+
+- unique `(company_id, issue_id, key)`
+- unique `(document_id)` to keep one issue relation per document in v1
+
+## Why not use `assets` for this?
+
+Because `assets` solves blob storage, not:
+
+- stable keyed semantics like `plan`
+- inline text editing
+- revision history
+- optimistic concurrency
+- cheap inclusion in `GET /issues/:id`
+
+Documents and attachments should remain separate primitives, then meet later in a deliverables/artifact read-model.
+
+## Shared Types and API Contract
+
+## New shared types
+
+Add:
+
+- `DocumentFormat`
+- `IssueDocument`
+- `IssueDocumentSummary`
+- `DocumentRevision`
+
+Recommended `IssueDocument` shape:
+
+```ts
+type DocumentFormat = "markdown" | "plain_text" | "json" | "html";
+
+interface IssueDocument {
+  id: string;
+  companyId: string;
+  issueId: string;
+  key: string;
+  title: string | null;
+  format: DocumentFormat;
+  body: string;
+  latestRevisionId: string;
+  latestRevisionNumber: number;
+  createdByAgentId: string | null;
+  createdByUserId: string | null;
+  updatedByAgentId: string | null;
+  updatedByUserId: string | null;
+  createdAt: Date;
+  updatedAt: Date;
+}
+```
+
+Recommended `IssueDocumentSummary` shape:
+
+```ts
+interface IssueDocumentSummary {
+  id: string;
+  key: string;
+  title: string | null;
+  format: DocumentFormat;
+  latestRevisionId: string;
+  latestRevisionNumber: number;
+  updatedAt: Date;
+}
+```
+
+## Issue type enrichment
+
+Extend `Issue` with:
+
+```ts
+interface Issue {
+  ...
+  planDocument?: IssueDocument | null;
+  documentSummaries?: IssueDocumentSummary[];
+  legacyPlanDocument?: {
+    key: "plan";
+    body: string;
+    source: "issue_description";
+  } | null;
+}
+```
+
+This directly satisfies the `PAP-448` requirement for heartbeat/API issue fetches.
+
+## API endpoints
+
+Recommended endpoints:
+
+- `GET /api/issues/:issueId/documents`
+- `GET /api/issues/:issueId/documents/:key`
+- `PUT /api/issues/:issueId/documents/:key`
+- `GET /api/issues/:issueId/documents/:key/revisions`
+- `DELETE /api/issues/:issueId/documents/:key` optionally board-only in v1
+
+Recommended `PUT` body:
+
+```ts
+{
+  title?: string | null;
+  format: "markdown" | "plain_text" | "json" | "html";
+  body: string;
+  changeSummary?: string | null;
+  baseRevisionId?: string | null;
+}
+```
+
+Behavior:
+
+- missing document + no `baseRevisionId`: create
+- existing document + matching `baseRevisionId`: update
+- existing document + stale `baseRevisionId`: `409`
+
+## Authorization and invariants
+
+- all document records are company-scoped
+- issue relation must belong to same company
+- board access follows existing issue access rules
+- agent access follows existing same-company issue access rules
+- every mutation writes activity log entries
+
+Recommended delete rule for v1:
+
+- board can delete documents
+- agents can create/update, but not delete
+
+That keeps automated systems from removing canonical docs too easily.
+
+## UI Plan
+
+## Issue detail
+
+Add a new **Documents** section directly under the issue description.
+
+Recommended behavior:
+
+- show `plan` first when present
+- show other documents below it
+- render a gist-like header:
+  - key
+  - title
+  - last updated metadata
+  - revision number
+- support inline edit
+- support create new document by key
+- support revision history drawer or sheet
+
+Recommended presentation order:
+
+1. Description
+2. Documents
+3. Attachments
+4. Comments / activity / sub-issues
+
+This matches the request that documents live under the description while still leaving attachments available.
+
+## Editing UX
+
+Recommendation:
+
+- use markdown preview + raw edit toggle for markdown docs
+- use raw textarea editor for non-markdown docs in v1
+- show explicit save conflicts on `409`
+- show a clear empty state: "No documents yet"
+
+## Legacy plan rendering
+
+If there is no stored `plan` document but legacy `<plan>` exists:
+
+- show it in the Documents section
+- mark it `Legacy plan from description`
+- offer create/import in a later pass
+
+## Agent Protocol and Skills
+
+Update the Paperclip agent workflow so planning no longer edits the issue description.
+
+Required changes:
+
+- update `skills/paperclip/SKILL.md`
+- replace the `<plan>` instructions with document creation/update instructions
+- document the new endpoints in `docs/api/issues.md`
+- update any internal planning docs that still teach inline `<plan>` blocks
+
+New rule:
+
+- when asked to make a plan for an issue, create or update the issue document with key `plan`
+- leave a comment that the plan document was created/updated
+- do not mark the issue done
+
+## Relationship to the Artifact Plan
+
+This work should explicitly feed the broader artifact/deliverables direction.
+
+Recommendation:
+
+- keep documents as their own primitive in this change
+- add `document` to any future `ArtifactKind`
+- later build a deliverables read-model that aggregates:
+  - issue documents
+  - issue attachments
+  - preview URLs
+  - workspace-file references
+
+The artifact proposal currently has no explicit `document` kind. It should.
+
+Recommended future shape:
+
+```ts
+type ArtifactKind =
+  | "document"
+  | "attachment"
+  | "workspace_file"
+  | "preview"
+  | "report_link";
+```
+
+## Implementation Phases
+
+## Phase 1: Shared contract and schema
+
+Files:
+
+- `packages/db/src/schema/documents.ts`
+- `packages/db/src/schema/document_revisions.ts`
+- `packages/db/src/schema/issue_documents.ts`
+- `packages/db/src/schema/index.ts`
+- `packages/db/src/migrations/*`
+- `packages/shared/src/types/issue.ts`
+- `packages/shared/src/validators/issue.ts` or new document validator file
+- `packages/shared/src/index.ts`
+
+Acceptance:
+
+- schema enforces one key per issue
+- revisions are append-only
+- shared types expose plan/document fields on issue fetch
+
+## Phase 2: Server services and routes
+
+Files:
+
+- `server/src/services/issues.ts` or `server/src/services/documents.ts`
+- `server/src/routes/issues.ts`
+- `server/src/services/activity.ts` callsites
+
+Behavior:
+
+- list/get/upsert/delete documents
+- revision listing
+- `GET /issues/:id` returns `planDocument` + `documentSummaries`
+- company boundary checks match issue routes
+
+Acceptance:
+
+- agents and board can fetch/update same-company issue documents
+- stale edits return `409`
+- activity timeline shows document changes
+
+## Phase 3: UI issue documents surface
+
+Files:
+
+- `ui/src/api/issues.ts`
+- `ui/src/lib/queryKeys.ts`
+- `ui/src/pages/IssueDetail.tsx`
+- new reusable document UI component if needed
+
+Behavior:
+
+- render plan + documents under description
+- create/update by key
+- open revision history
+- show conflicts/errors clearly
+
+Acceptance:
+
+- board can create a `plan` doc from issue detail
+- updated plan appears immediately
+- issue detail no longer depends on description-embedded `<plan>`
+
+## Phase 4: Skills/docs migration
+
+Files:
+
+- `skills/paperclip/SKILL.md`
+- `docs/api/issues.md`
+- `doc/SPEC-implementation.md`
+- relevant plan/docs that mention `<plan>`
+
+Acceptance:
+
+- planning guidance references issue documents, not inline issue description tags
+- API docs describe the new document endpoints and issue payload additions
+
+## Phase 5: Legacy compatibility and follow-up
+
+Behavior:
+
+- read legacy `<plan>` blocks as fallback
+- optionally add explicit import/migration command later
+
+Follow-up, not required for first merge:
+
+- deliverables/artifact read-model
+- project/company documents
+- comment-linked documents
+- diff view between revisions
+
+## Test Plan
+
+### Server
+
+- document create/read/update/delete lifecycle
+- revision numbering
+- `baseRevisionId` conflict handling
+- company boundary enforcement
+- agent vs board authorization
+- issue fetch includes `planDocument` and document summaries
+- legacy `<plan>` fallback behavior
+- activity log mutation coverage
+
+### UI
+
+- issue detail shows plan document
+- create/update flows invalidate queries correctly
+- conflict and validation errors are surfaced
+- legacy plan fallback renders correctly
+
+### Verification
+
+Run before implementation is declared complete:
+
+```sh
+pnpm -r typecheck
+pnpm test:run
+pnpm build
+```
+
+## Open Questions
+
+1. Should v1 documents be markdown-only, with `json/html/plain_text` deferred?
+   Recommendation: allow all four in API, optimize UI for markdown only.
+
+2. Should agents be allowed to create arbitrary keys, or only conventional keys?
+   Recommendation: allow arbitrary keys with normalized validation; reserve `plan` as special behavior only.
+
+3. Should delete exist in v1?
+   Recommendation: yes, but board-only.
+
+4. Should legacy `<plan>` blocks ever be auto-migrated?
+   Recommendation: no automatic mutation in the first rollout.
+
+5. Should documents appear inside a future Deliverables section or remain a top-level Issue section?
+   Recommendation: keep a dedicated Documents section now; later also expose them in Deliverables if an aggregated artifact view is added.
+
+## Final Recommendation
+
+Ship **issue documents** as a focused, text-first primitive now.
+
+Do not try to solve full artifact unification in the same implementation.
+
+Use:
+
+- first-class document tables
+- issue-level keyed linkage
+- append-only revisions
+- `planDocument` embedded in normal issue fetches
+- legacy `<plan>` fallback
+- skill/docs migration away from description-embedded plans
+
+This addresses the real planning workflow problem immediately and leaves the artifact system room to grow cleanly afterward.

package.json

@@ -4,7 +4,7 @@
   "type": "module",
   "scripts": {
     "dev": "node scripts/dev-runner.mjs watch",
-    "dev:watch": "PAPERCLIP_MIGRATION_PROMPT=never node scripts/dev-runner.mjs watch",
+    "dev:watch": "node scripts/dev-runner.mjs watch",
     "dev:once": "node scripts/dev-runner.mjs dev",
     "dev:server": "pnpm --filter @paperclipai/server dev",
     "dev:ui": "pnpm --filter @paperclipai/ui dev",
@@ -18,17 +18,25 @@
     "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: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"
+    "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"
   },
   "devDependencies": {
     "@changesets/cli": "^2.30.0",
+    "cross-env": "^10.1.0",
+    "@playwright/test": "^1.58.2",
     "esbuild": "^0.27.3",
     "typescript": "^5.7.3",
     "vitest": "^3.0.5"

packages/adapter-utils/CHANGELOG.md

@@ -1,5 +1,17 @@
 # @paperclipai/adapter-utils
 
+## 0.3.1
+
+### Patch Changes
+
+- Stable release preparation for 0.3.1
+
+## 0.3.0
+
+### Minor Changes
+
+- Stable release preparation for 0.3.0
+
 ## 0.2.7
 
 ### Patch Changes

packages/adapter-utils/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paperclipai/adapter-utils",
-  "version": "0.2.7",
+  "version": "0.3.1",
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

packages/adapter-utils/src/index.ts

@@ -3,6 +3,7 @@ export type {
   AdapterRuntime,
   UsageSummary,
   AdapterBillingType,
+  AdapterRuntimeServiceReport,
   AdapterExecutionResult,
   AdapterInvocationMeta,
   AdapterExecutionContext,
@@ -21,3 +22,9 @@ export type {
   CLIAdapterModule,
   CreateConfigValues,
 } from "./types.js";
+export {
+  REDACTED_HOME_PATH_USER,
+  redactHomePathUserSegments,
+  redactHomePathUserSegmentsInValue,
+  redactTranscriptEntryPaths,
+} from "./log-redaction.js";

packages/adapter-utils/src/log-redaction.ts

@@ -0,0 +1,81 @@
+import type { TranscriptEntry } from "./types.js";
+
+export const REDACTED_HOME_PATH_USER = "[]";
+
+const HOME_PATH_PATTERNS = [
+  {
+    regex: /\/Users\/[^/\\\s]+/g,
+    replace: `/Users/${REDACTED_HOME_PATH_USER}`,
+  },
+  {
+    regex: /\/home\/[^/\\\s]+/g,
+    replace: `/home/${REDACTED_HOME_PATH_USER}`,
+  },
+  {
+    regex: /([A-Za-z]:\\Users\\)[^\\/\s]+/g,
+    replace: `$1${REDACTED_HOME_PATH_USER}`,
+  },
+] as const;
+
+function isPlainObject(value: unknown): value is Record<string, unknown> {
+  if (typeof value !== "object" || value === null || Array.isArray(value)) return false;
+  const proto = Object.getPrototypeOf(value);
+  return proto === Object.prototype || proto === null;
+}
+
+export function redactHomePathUserSegments(text: string): string {
+  let result = text;
+  for (const pattern of HOME_PATH_PATTERNS) {
+    result = result.replace(pattern.regex, pattern.replace);
+  }
+  return result;
+}
+
+export function redactHomePathUserSegmentsInValue<T>(value: T): T {
+  if (typeof value === "string") {
+    return redactHomePathUserSegments(value) as T;
+  }
+  if (Array.isArray(value)) {
+    return value.map((entry) => redactHomePathUserSegmentsInValue(entry)) as T;
+  }
+  if (!isPlainObject(value)) {
+    return value;
+  }
+
+  const redacted: Record<string, unknown> = {};
+  for (const [key, entry] of Object.entries(value)) {
+    redacted[key] = redactHomePathUserSegmentsInValue(entry);
+  }
+  return redacted as T;
+}
+
+export function redactTranscriptEntryPaths(entry: TranscriptEntry): TranscriptEntry {
+  switch (entry.kind) {
+    case "assistant":
+    case "thinking":
+    case "user":
+    case "stderr":
+    case "system":
+    case "stdout":
+      return { ...entry, text: redactHomePathUserSegments(entry.text) };
+    case "tool_call":
+      return { ...entry, name: redactHomePathUserSegments(entry.name), input: redactHomePathUserSegmentsInValue(entry.input) };
+    case "tool_result":
+      return { ...entry, content: redactHomePathUserSegments(entry.content) };
+    case "init":
+      return {
+        ...entry,
+        model: redactHomePathUserSegments(entry.model),
+        sessionId: redactHomePathUserSegments(entry.sessionId),
+      };
+    case "result":
+      return {
+        ...entry,
+        text: redactHomePathUserSegments(entry.text),
+        subtype: redactHomePathUserSegments(entry.subtype),
+        errors: entry.errors.map((error) => redactHomePathUserSegments(error)),
+      };
+    default:
+      return entry;
+  }
+}

packages/adapter-utils/src/server-utils.ts

@@ -15,6 +15,11 @@ interface RunningProcess {
   graceSec: number;
 }
 
+interface SpawnTarget {
+  command: string;
+  args: string[];
+}
+
 type ChildProcessWithEvents = ChildProcess & {
   on(event: "error", listener: (err: Error) => void): ChildProcess;
   on(
@@ -27,6 +32,23 @@ export const runningProcesses = new Map<string, RunningProcess>();
 export const MAX_CAPTURE_BYTES = 4 * 1024 * 1024;
 export const MAX_EXCERPT_BYTES = 32 * 1024;
 const SENSITIVE_ENV_KEY = /(key|token|secret|password|passwd|authorization|cookie)/i;
+const PAPERCLIP_SKILL_ROOT_RELATIVE_CANDIDATES = [
+  "../../skills",
+  "../../../../../skills",
+];
+
+export interface PaperclipSkillEntry {
+  name: string;
+  source: string;
+}
+
+function normalizePathSlashes(value: string): string {
+  return value.replaceAll("\\", "/");
+}
+
+function isMaintainerOnlySkillTarget(candidate: string): boolean {
+  return normalizePathSlashes(candidate).includes("/.agents/skills/");
+}
 
 export function parseObject(value: unknown): Record<string, unknown> {
   if (typeof value !== "object" || value === null || Array.isArray(value)) {
@@ -90,6 +112,16 @@ export function renderTemplate(template: string, data: Record<string, unknown>)
   return template.replace(/{{\s*([a-zA-Z0-9_.-]+)\s*}}/g, (_, path) => resolvePathValue(data, path));
 }
 
+export function joinPromptSections(
+  sections: Array<string | null | undefined>,
+  separator = "\n\n",
+) {
+  return sections
+    .map((value) => (typeof value === "string" ? value.trim() : ""))
+    .filter(Boolean)
+    .join(separator);
+}
+
 export function redactEnvForLogs(env: Record<string, string>): Record<string, string> {
   const redacted: Record<string, string> = {};
   for (const [key, value] of Object.entries(env)) {
@@ -125,6 +157,78 @@ export function defaultPathForPlatform() {
   return "/usr/local/bin:/opt/homebrew/bin:/usr/local/sbin:/usr/bin:/bin:/usr/sbin:/sbin";
 }
 
+function windowsPathExts(env: NodeJS.ProcessEnv): string[] {
+  return (env.PATHEXT ?? ".EXE;.CMD;.BAT;.COM").split(";").filter(Boolean);
+}
+
+async function pathExists(candidate: string) {
+  try {
+    await fs.access(candidate, process.platform === "win32" ? fsConstants.F_OK : fsConstants.X_OK);
+    return true;
+  } catch {
+    return false;
+  }
+}
+
+async function resolveCommandPath(command: string, cwd: string, env: NodeJS.ProcessEnv): Promise<string | null> {
+  const hasPathSeparator = command.includes("/") || command.includes("\\");
+  if (hasPathSeparator) {
+    const absolute = path.isAbsolute(command) ? command : path.resolve(cwd, command);
+    return (await pathExists(absolute)) ? absolute : null;
+  }
+
+  const pathValue = env.PATH ?? env.Path ?? "";
+  const delimiter = process.platform === "win32" ? ";" : ":";
+  const dirs = pathValue.split(delimiter).filter(Boolean);
+  const exts = process.platform === "win32" ? windowsPathExts(env) : [""];
+  const hasExtension = process.platform === "win32" && path.extname(command).length > 0;
+
+  for (const dir of dirs) {
+    const candidates =
+      process.platform === "win32"
+        ? hasExtension
+          ? [path.join(dir, command)]
+          : exts.map((ext) => path.join(dir, `${command}${ext}`))
+        : [path.join(dir, command)];
+    for (const candidate of candidates) {
+      if (await pathExists(candidate)) return candidate;
+    }
+  }
+
+  return null;
+}
+
+function quoteForCmd(arg: string) {
+  if (!arg.length) return '""';
+  const escaped = arg.replace(/"/g, '""');
+  return /[\s"&<>|^()]/.test(escaped) ? `"${escaped}"` : escaped;
+}
+
+async function resolveSpawnTarget(
+  command: string,
+  args: string[],
+  cwd: string,
+  env: NodeJS.ProcessEnv,
+): Promise<SpawnTarget> {
+  const resolved = await resolveCommandPath(command, cwd, env);
+  const executable = resolved ?? command;
+
+  if (process.platform !== "win32") {
+    return { command: executable, args };
+  }
+
+  if (/\.(cmd|bat)$/i.test(executable)) {
+    const shell = env.ComSpec || process.env.ComSpec || "cmd.exe";
+    const commandLine = [quoteForCmd(executable), ...args.map(quoteForCmd)].join(" ");
+    return {
+      command: shell,
+      args: ["/d", "/s", "/c", commandLine],
+    };
+  }
+
+  return { command: executable, args };
+}
+
 export function ensurePathInEnv(env: NodeJS.ProcessEnv): NodeJS.ProcessEnv {
   if (typeof env.PATH === "string" && env.PATH.length > 0) return env;
   if (typeof env.Path === "string" && env.Path.length > 0) return env;
@@ -168,37 +272,143 @@ export async function ensureAbsoluteDirectory(
   }
 }
 
-export async function ensureCommandResolvable(command: string, cwd: string, env: NodeJS.ProcessEnv) {
+export async function resolvePaperclipSkillsDir(
-  const hasPathSeparator = command.includes("/") || command.includes("\\");
+  moduleDir: string,
-  if (hasPathSeparator) {
+  additionalCandidates: string[] = [],
-    const absolute = path.isAbsolute(command) ? command : path.resolve(cwd, command);
+): Promise<string | null> {
-    try {
+  const candidates = [
-      await fs.access(absolute, fsConstants.X_OK);
+    ...PAPERCLIP_SKILL_ROOT_RELATIVE_CANDIDATES.map((relativePath) => path.resolve(moduleDir, relativePath)),
-    } catch {
+    ...additionalCandidates.map((candidate) => path.resolve(candidate)),
-      throw new Error(`Command is not executable: "${command}" (resolved: "${absolute}")`);
+  ];
-    }
+  const seenRoots = new Set<string>();
-    return;
+
+  for (const root of candidates) {
+    if (seenRoots.has(root)) continue;
+    seenRoots.add(root);
+    const isDirectory = await fs.stat(root).then((stats) => stats.isDirectory()).catch(() => false);
+    if (isDirectory) return root;
   }
 
-  const pathValue = env.PATH ?? env.Path ?? "";
+  return null;
-  const delimiter = process.platform === "win32" ? ";" : ":";
+}
-  const dirs = pathValue.split(delimiter).filter(Boolean);
-  const windowsExt = process.platform === "win32"
-    ? (env.PATHEXT ?? ".EXE;.CMD;.BAT;.COM").split(";")
-    : [""];
 
-  for (const dir of dirs) {
+export async function listPaperclipSkillEntries(
-    for (const ext of windowsExt) {
+  moduleDir: string,
-      const candidate = path.join(dir, process.platform === "win32" ? `${command}${ext}` : command);
+  additionalCandidates: string[] = [],
-      try {
+): Promise<PaperclipSkillEntry[]> {
-        await fs.access(candidate, fsConstants.X_OK);
+  const root = await resolvePaperclipSkillsDir(moduleDir, additionalCandidates);
-        return;
+  if (!root) return [];
-      } catch {
+
-        // continue scanning PATH
+  try {
+    const entries = await fs.readdir(root, { withFileTypes: true });
+    return entries
+      .filter((entry) => entry.isDirectory())
+      .map((entry) => ({
+        name: entry.name,
+        source: path.join(root, entry.name),
+      }));
+  } catch {
+    return [];
+  }
+}
+
+export async function readPaperclipSkillMarkdown(
+  moduleDir: string,
+  skillName: string,
+): Promise<string | null> {
+  const normalized = skillName.trim().toLowerCase();
+  if (!normalized) return null;
+
+  const entries = await listPaperclipSkillEntries(moduleDir);
+  const match = entries.find((entry) => entry.name === normalized);
+  if (!match) return null;
+
+  try {
+    return await fs.readFile(path.join(match.source, "SKILL.md"), "utf8");
+  } catch {
+    return null;
+  }
+}
+
+export async function ensurePaperclipSkillSymlink(
+  source: string,
+  target: string,
+  linkSkill: (source: string, target: string) => Promise<void> = (linkSource, linkTarget) =>
+    fs.symlink(linkSource, linkTarget),
+): Promise<"created" | "repaired" | "skipped"> {
+  const existing = await fs.lstat(target).catch(() => null);
+  if (!existing) {
+    await linkSkill(source, target);
+    return "created";
+  }
+
+  if (!existing.isSymbolicLink()) {
+    return "skipped";
+  }
+
+  const linkedPath = await fs.readlink(target).catch(() => null);
+  if (!linkedPath) return "skipped";
+
+  const resolvedLinkedPath = path.resolve(path.dirname(target), linkedPath);
+  if (resolvedLinkedPath === source) {
+    return "skipped";
+  }
+
+  const linkedPathExists = await fs.stat(resolvedLinkedPath).then(() => true).catch(() => false);
+  if (linkedPathExists) {
+    return "skipped";
+  }
+
+  await fs.unlink(target);
+  await linkSkill(source, target);
+  return "repaired";
+}
+
+export async function removeMaintainerOnlySkillSymlinks(
+  skillsHome: string,
+  allowedSkillNames: Iterable<string>,
+): Promise<string[]> {
+  const allowed = new Set(Array.from(allowedSkillNames));
+  try {
+    const entries = await fs.readdir(skillsHome, { withFileTypes: true });
+    const removed: string[] = [];
+    for (const entry of entries) {
+      if (allowed.has(entry.name)) continue;
+
+      const target = path.join(skillsHome, entry.name);
+      const existing = await fs.lstat(target).catch(() => null);
+      if (!existing?.isSymbolicLink()) continue;
+
+      const linkedPath = await fs.readlink(target).catch(() => null);
+      if (!linkedPath) continue;
+
+      const resolvedLinkedPath = path.isAbsolute(linkedPath)
+        ? linkedPath
+        : path.resolve(path.dirname(target), linkedPath);
+      if (
+        !isMaintainerOnlySkillTarget(linkedPath) &&
+        !isMaintainerOnlySkillTarget(resolvedLinkedPath)
+      ) {
+        continue;
       }
-    }
-  }
 
+      await fs.unlink(target);
+      removed.push(entry.name);
+    }
+
+    return removed;
+  } catch {
+    return [];
+  }
+}
+
+export async function ensureCommandResolvable(command: string, cwd: string, env: NodeJS.ProcessEnv) {
+  const resolved = await resolveCommandPath(command, cwd, env);
+  if (resolved) return;
+  if (command.includes("/") || command.includes("\\")) {
+    const absolute = path.isAbsolute(command) ? command : path.resolve(cwd, command);
+    throw new Error(`Command is not executable: "${command}" (resolved: "${absolute}")`);
+  }
   throw new Error(`Command not found in PATH: "${command}"`);
 }
 
@@ -219,79 +429,100 @@ export async function runChildProcess(
   const onLogError = opts.onLogError ?? ((err, id, msg) => console.warn({ err, runId: id }, msg));
 
   return new Promise<RunProcessResult>((resolve, reject) => {
-    const mergedEnv = ensurePathInEnv({ ...process.env, ...opts.env });
+    const rawMerged: NodeJS.ProcessEnv = { ...process.env, ...opts.env };
-    const child = spawn(command, args, {
-      cwd: opts.cwd,
-      env: mergedEnv,
-      shell: false,
-      stdio: [opts.stdin != null ? "pipe" : "ignore", "pipe", "pipe"],
-    }) as ChildProcessWithEvents;
 
-    if (opts.stdin != null && child.stdin) {
+    // Strip Claude Code nesting-guard env vars so spawned `claude` processes
-      child.stdin.write(opts.stdin);
+    // don't refuse to start with "cannot be launched inside another session".
-      child.stdin.end();
+    // These vars leak in when the Paperclip server itself is started from
+    // within a Claude Code session (e.g. `npx paperclipai run` in a terminal
+    // owned by Claude Code) or when cron inherits a contaminated shell env.
+    const CLAUDE_CODE_NESTING_VARS = [
+      "CLAUDECODE",
+      "CLAUDE_CODE_ENTRYPOINT",
+      "CLAUDE_CODE_SESSION",
+      "CLAUDE_CODE_PARENT_SESSION",
+    ] as const;
+    for (const key of CLAUDE_CODE_NESTING_VARS) {
+      delete rawMerged[key];
     }
 
-    runningProcesses.set(runId, { child, graceSec: opts.graceSec });
+    const mergedEnv = ensurePathInEnv(rawMerged);
+    void resolveSpawnTarget(command, args, opts.cwd, mergedEnv)
+      .then((target) => {
+        const child = spawn(target.command, target.args, {
+          cwd: opts.cwd,
+          env: mergedEnv,
+          shell: false,
+          stdio: [opts.stdin != null ? "pipe" : "ignore", "pipe", "pipe"],
+        }) as ChildProcessWithEvents;
 
-    let timedOut = false;
+        if (opts.stdin != null && child.stdin) {
-    let stdout = "";
+          child.stdin.write(opts.stdin);
-    let stderr = "";
+          child.stdin.end();
-    let logChain: Promise<void> = Promise.resolve();
+        }
 
-    const timeout =
+        runningProcesses.set(runId, { child, graceSec: opts.graceSec });
-      opts.timeoutSec > 0
-        ? setTimeout(() => {
-            timedOut = true;
-            child.kill("SIGTERM");
-            setTimeout(() => {
-              if (!child.killed) {
-                child.kill("SIGKILL");
-              }
-            }, Math.max(1, opts.graceSec) * 1000);
-          }, opts.timeoutSec * 1000)
-        : null;
 
-    child.stdout?.on("data", (chunk: unknown) => {
+        let timedOut = false;
-      const text = String(chunk);
+        let stdout = "";
-      stdout = appendWithCap(stdout, text);
+        let stderr = "";
-      logChain = logChain
+        let logChain: Promise<void> = Promise.resolve();
-        .then(() => opts.onLog("stdout", text))
-        .catch((err) => onLogError(err, runId, "failed to append stdout log chunk"));
-    });
 
-    child.stderr?.on("data", (chunk: unknown) => {
+        const timeout =
-      const text = String(chunk);
+          opts.timeoutSec > 0
-      stderr = appendWithCap(stderr, text);
+            ? setTimeout(() => {
-      logChain = logChain
+                timedOut = true;
-        .then(() => opts.onLog("stderr", text))
+                child.kill("SIGTERM");
-        .catch((err) => onLogError(err, runId, "failed to append stderr log chunk"));
+                setTimeout(() => {
-    });
+                  if (!child.killed) {
+                    child.kill("SIGKILL");
+                  }
+                }, Math.max(1, opts.graceSec) * 1000);
+              }, opts.timeoutSec * 1000)
+            : null;
 
-    child.on("error", (err: Error) => {
+        child.stdout?.on("data", (chunk: unknown) => {
-      if (timeout) clearTimeout(timeout);
+          const text = String(chunk);
-      runningProcesses.delete(runId);
+          stdout = appendWithCap(stdout, text);
-      const errno = (err as NodeJS.ErrnoException).code;
+          logChain = logChain
-      const pathValue = mergedEnv.PATH ?? mergedEnv.Path ?? "";
+            .then(() => opts.onLog("stdout", text))
-      const msg =
+            .catch((err) => onLogError(err, runId, "failed to append stdout log chunk"));
-        errno === "ENOENT"
-          ? `Failed to start command "${command}" in "${opts.cwd}". Verify adapter command, working directory, and PATH (${pathValue}).`
-          : `Failed to start command "${command}" in "${opts.cwd}": ${err.message}`;
-      reject(new Error(msg));
-    });
-
-    child.on("close", (code: number | null, signal: NodeJS.Signals | null) => {
-      if (timeout) clearTimeout(timeout);
-      runningProcesses.delete(runId);
-      void logChain.finally(() => {
-        resolve({
-          exitCode: code,
-          signal,
-          timedOut,
-          stdout,
-          stderr,
         });
-      });
+
-    });
+        child.stderr?.on("data", (chunk: unknown) => {
+          const text = String(chunk);
+          stderr = appendWithCap(stderr, text);
+          logChain = logChain
+            .then(() => opts.onLog("stderr", text))
+            .catch((err) => onLogError(err, runId, "failed to append stderr log chunk"));
+        });
+
+        child.on("error", (err: Error) => {
+          if (timeout) clearTimeout(timeout);
+          runningProcesses.delete(runId);
+          const errno = (err as NodeJS.ErrnoException).code;
+          const pathValue = mergedEnv.PATH ?? mergedEnv.Path ?? "";
+          const msg =
+            errno === "ENOENT"
+              ? `Failed to start command "${command}" in "${opts.cwd}". Verify adapter command, working directory, and PATH (${pathValue}).`
+              : `Failed to start command "${command}" in "${opts.cwd}": ${err.message}`;
+          reject(new Error(msg));
+        });
+
+        child.on("close", (code: number | null, signal: NodeJS.Signals | null) => {
+          if (timeout) clearTimeout(timeout);
+          runningProcesses.delete(runId);
+          void logChain.finally(() => {
+            resolve({
+              exitCode: code,
+              signal,
+              timedOut,
+              stdout,
+              stderr,
+            });
+          });
+        });
+      })
+      .catch(reject);
   });
 }

packages/adapter-utils/src/types.ts

@@ -32,6 +32,27 @@ export interface UsageSummary {
 
 export type AdapterBillingType = "api" | "subscription" | "unknown";
 
+export interface AdapterRuntimeServiceReport {
+  id?: string | null;
+  projectId?: string | null;
+  projectWorkspaceId?: string | null;
+  issueId?: string | null;
+  scopeType?: "project_workspace" | "execution_workspace" | "run" | "agent";
+  scopeId?: string | null;
+  serviceName: string;
+  status?: "starting" | "running" | "stopped" | "failed";
+  lifecycle?: "shared" | "ephemeral";
+  reuseKey?: string | null;
+  command?: string | null;
+  cwd?: string | null;
+  port?: number | null;
+  url?: string | null;
+  providerRef?: string | null;
+  ownerAgentId?: string | null;
+  stopPolicy?: Record<string, unknown> | null;
+  healthStatus?: "unknown" | "healthy" | "unhealthy";
+}
+
 export interface AdapterExecutionResult {
   exitCode: number | null;
   signal: string | null;
@@ -51,8 +72,17 @@ export interface AdapterExecutionResult {
   billingType?: AdapterBillingType | null;
   costUsd?: number | null;
   resultJson?: Record<string, unknown> | null;
+  runtimeServices?: AdapterRuntimeServiceReport[];
   summary?: string | null;
   clearSession?: boolean;
+  question?: {
+    prompt: string;
+    choices: Array<{
+      key: string;
+      label: string;
+      description?: string;
+    }>;
+  } | null;
 }
 
 export interface AdapterSessionCodec {
@@ -69,6 +99,7 @@ export interface AdapterInvocationMeta {
   commandNotes?: string[];
   env?: Record<string, string>;
   prompt?: string;
+  promptMetrics?: Record<string, number>;
   context?: Record<string, unknown>;
 }
 
@@ -167,7 +198,7 @@ export type TranscriptEntry =
   | { kind: "assistant"; ts: string; text: string; delta?: boolean }
   | { kind: "thinking"; ts: string; text: string; delta?: boolean }
   | { kind: "user"; ts: string; text: string }
-  | { kind: "tool_call"; ts: string; name: string; input: unknown }
+  | { kind: "tool_call"; ts: string; name: string; input: unknown; toolUseId?: string }
   | { kind: "tool_result"; ts: string; toolUseId: string; content: string; isError: boolean }
   | { kind: "init"; ts: string; model: string; sessionId: string }
   | { kind: "result"; ts: string; text: string; inputTokens: number; outputTokens: number; cachedTokens: number; costUsd: number; subtype: string; isError: boolean; errors: string[] }
@@ -208,6 +239,12 @@ export interface CreateConfigValues {
   envBindings: Record<string, unknown>;
   url: string;
   bootstrapPrompt: string;
+  payloadTemplateJson?: string;
+  workspaceStrategyType?: string;
+  workspaceBaseRef?: string;
+  workspaceBranchTemplate?: string;
+  worktreeParentDir?: string;
+  runtimeServicesJson?: string;
   maxTurnsPerRun: number;
   heartbeatEnabled: boolean;
   intervalSec: number;

packages/adapter-utils/tsconfig.json

@@ -1,5 +1,5 @@
 {
-  "extends": "../../tsconfig.json",
+  "extends": "../../tsconfig.base.json",
   "compilerOptions": {
     "outDir": "dist",
     "rootDir": "src"

packages/adapters/claude-local/CHANGELOG.md

@@ -1,5 +1,24 @@
 # @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
+
+- Stable release preparation for 0.3.0
+
+### Patch Changes
+
+- Updated dependencies
+  - @paperclipai/adapter-utils@0.3.0
+
 ## 0.2.7
 
 ### Patch Changes

packages/adapters/claude-local/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paperclipai/adapter-claude-local",
-  "version": "0.2.7",
+  "version": "0.3.1",
   "type": "module",
   "exports": {
     ".": "./src/index.ts",

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

@@ -3,6 +3,8 @@ export const label = "Claude Code (local)";
 
 export const models = [
   { id: "claude-opus-4-6", label: "Claude Opus 4.6" },
+  { id: "claude-sonnet-4-6", label: "Claude Sonnet 4.6" },
+  { id: "claude-haiku-4-6", label: "Claude Haiku 4.6" },
   { id: "claude-sonnet-4-5-20250929", label: "Claude Sonnet 4.5" },
   { id: "claude-haiku-4-5-20251001", label: "Claude Haiku 4.5" },
 ];
@@ -23,8 +25,13 @@ Core fields:
 - command (string, optional): defaults to "claude"
 - extraArgs (string[], optional): additional CLI args
 - env (object, optional): KEY=VALUE environment variables
+- workspaceStrategy (object, optional): execution workspace strategy; currently supports { type: "git_worktree", baseRef?, branchTemplate?, worktreeParentDir? }
+- workspaceRuntime (object, optional): workspace runtime service intents; local host-managed services are realized before Claude starts and exposed back via context/env
 
 Operational fields:
 - timeoutSec (number, optional): run timeout in seconds
 - graceSec (number, optional): SIGTERM grace period in seconds
+
+Notes:
+- When Paperclip realizes a workspace/runtime for a run, it injects PAPERCLIP_WORKSPACE_* and PAPERCLIP_RUNTIME_* env vars for agent-side tooling.
 `;

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

@@ -12,6 +12,7 @@ import {
   parseObject,
   parseJson,
   buildPaperclipEnv,
+  joinPromptSections,
   redactEnvForLogs,
   ensureAbsoluteDirectory,
   ensureCommandResolvable,
@@ -115,14 +116,29 @@ async function buildClaudeRuntimeConfig(input: ClaudeExecutionInput): Promise<Cl
   const workspaceContext = parseObject(context.paperclipWorkspace);
   const workspaceCwd = asString(workspaceContext.cwd, "");
   const workspaceSource = asString(workspaceContext.source, "");
+  const workspaceStrategy = asString(workspaceContext.strategy, "");
   const workspaceId = asString(workspaceContext.workspaceId, "") || null;
   const workspaceRepoUrl = asString(workspaceContext.repoUrl, "") || null;
   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,
       )
     : [];
+  const runtimeServiceIntents = Array.isArray(context.paperclipRuntimeServiceIntents)
+    ? context.paperclipRuntimeServiceIntents.filter(
+        (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
+      )
+    : [];
+  const runtimeServices = Array.isArray(context.paperclipRuntimeServices)
+    ? context.paperclipRuntimeServices.filter(
+        (value): value is Record<string, unknown> => typeof value === "object" && value !== null,
+      )
+    : [];
+  const runtimePrimaryUrl = asString(context.paperclipRuntimePrimaryUrl, "");
   const configuredCwd = asString(config.cwd, "");
   const useConfiguredInsteadOfAgentHome = workspaceSource === "agent_home" && configuredCwd.length > 0;
   const effectiveWorkspaceCwd = useConfiguredInsteadOfAgentHome ? "" : workspaceCwd;
@@ -183,6 +199,9 @@ async function buildClaudeRuntimeConfig(input: ClaudeExecutionInput): Promise<Cl
   if (workspaceSource) {
     env.PAPERCLIP_WORKSPACE_SOURCE = workspaceSource;
   }
+  if (workspaceStrategy) {
+    env.PAPERCLIP_WORKSPACE_STRATEGY = workspaceStrategy;
+  }
   if (workspaceId) {
     env.PAPERCLIP_WORKSPACE_ID = workspaceId;
   }
@@ -192,9 +211,27 @@ async function buildClaudeRuntimeConfig(input: ClaudeExecutionInput): Promise<Cl
   if (workspaceRepoRef) {
     env.PAPERCLIP_WORKSPACE_REPO_REF = workspaceRepoRef;
   }
+  if (workspaceBranch) {
+    env.PAPERCLIP_WORKSPACE_BRANCH = workspaceBranch;
+  }
+  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);
   }
+  if (runtimeServiceIntents.length > 0) {
+    env.PAPERCLIP_RUNTIME_SERVICE_INTENTS_JSON = JSON.stringify(runtimeServiceIntents);
+  }
+  if (runtimeServices.length > 0) {
+    env.PAPERCLIP_RUNTIME_SERVICES_JSON = JSON.stringify(runtimeServices);
+  }
+  if (runtimePrimaryUrl) {
+    env.PAPERCLIP_RUNTIME_PRIMARY_URL = runtimePrimaryUrl;
+  }
 
   for (const [key, value] of Object.entries(envConfig)) {
     if (typeof value === "string") env[key] = value;
@@ -331,7 +368,8 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
       `[paperclip] Claude session "${runtimeSessionId}" was saved for cwd "${runtimeSessionCwd}" and will not be resumed in "${cwd}".\n`,
     );
   }
-  const prompt = renderTemplate(promptTemplate, {
+  const bootstrapPromptTemplate = asString(config.bootstrapPromptTemplate, "");
+  const templateData = {
     agentId: agent.id,
     companyId: agent.companyId,
     runId,
@@ -339,7 +377,24 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
     agent,
     run: { id: runId, source: "on_demand" },
     context,
-  });
+  };
+  const renderedPrompt = renderTemplate(promptTemplate, templateData);
+  const renderedBootstrapPrompt =
+    !sessionId && bootstrapPromptTemplate.trim().length > 0
+      ? renderTemplate(bootstrapPromptTemplate, templateData).trim()
+      : "";
+  const sessionHandoffNote = asString(context.paperclipSessionHandoffMarkdown, "").trim();
+  const prompt = joinPromptSections([
+    renderedBootstrapPrompt,
+    sessionHandoffNote,
+    renderedPrompt,
+  ]);
+  const promptMetrics = {
+    promptChars: prompt.length,
+    bootstrapPromptChars: renderedBootstrapPrompt.length,
+    sessionHandoffChars: sessionHandoffNote.length,
+    heartbeatPromptChars: renderedPrompt.length,
+  };
 
   const buildClaudeArgs = (resumeSessionId: string | null) => {
     const args = ["--print", "-", "--output-format", "stream-json", "--verbose"];
@@ -384,6 +439,7 @@ export async function execute(ctx: AdapterExecutionContext): Promise<AdapterExec
         commandNotes,
         env: redactEnvForLogs(env),
         prompt,
+        promptMetrics,
         context,
       });
     }