Refresh bootstrap gate while setup is pending

fix: support Windows command wrappers for local adapters

.github/workflows/release.yml

@@ -32,7 +32,7 @@ concurrency:
 
 jobs:
   verify:
-    if: github.ref == 'refs/heads/master'
+    if: startsWith(github.ref, 'refs/heads/release/')
     runs-on: ubuntu-latest
     timeout-minutes: 30
     permissions:
@@ -56,7 +56,7 @@ jobs:
           cache: pnpm
 
       - name: Install dependencies
-        run: pnpm install --no-frozen-lockfile
+        run: pnpm install --frozen-lockfile
 
       - name: Typecheck
         run: pnpm -r typecheck
@@ -68,7 +68,7 @@ jobs:
         run: pnpm build
 
   publish:
-    if: github.ref == 'refs/heads/master'
+    if: startsWith(github.ref, 'refs/heads/release/')
     needs: verify
     runs-on: ubuntu-latest
     timeout-minutes: 45
@@ -95,7 +95,7 @@ jobs:
           cache: pnpm
 
       - name: Install dependencies
-        run: pnpm install --no-frozen-lockfile
+        run: pnpm install --frozen-lockfile
 
       - name: Configure git author
         run: |
@@ -115,9 +115,9 @@ jobs:
           fi
           ./scripts/release.sh "${args[@]}"
 
-      - name: Push stable release commit and tag
+      - name: Push stable release branch commit and tag
         if: inputs.channel == 'stable' && !inputs.dry_run
-        run: git push origin HEAD:master --follow-tags
+        run: git push origin "HEAD:${GITHUB_REF_NAME}" --follow-tags
 
       - name: Create GitHub Release
         if: inputs.channel == 'stable' && !inputs.dry_run

Dockerfile

@@ -32,8 +32,10 @@ RUN test -f server/dist/index.js || (echo "ERROR: server build output missing" &
 
 FROM base AS production
 WORKDIR /app
-COPY --from=build /app /app
-RUN npm install --global --omit=dev @anthropic-ai/claude-code@latest @openai/codex@latest opencode-ai
+COPY --chown=node:node --from=build /app /app
+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 \
@@ -49,4 +51,5 @@ ENV NODE_ENV=production \
 VOLUME ["/paperclip"]
 EXPOSE 3100
 
+USER node
 CMD ["node", "--import", "./server/node_modules/tsx/dist/loader.mjs", "server/dist/index.js"]

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/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)

cli/src/commands/onboard.ts

@@ -229,6 +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 ")));
@@ -450,7 +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 });
   }
@@ -473,5 +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);
-    return;
+    const mod = await import(pathToFileURL(devEntry).href);
+    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/config/env.ts

@@ -36,6 +36,10 @@ 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;
 

cli/tsconfig.json

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

doc/DOCKER.md

@@ -122,5 +122,7 @@ 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/PUBLISHING.md

@@ -8,10 +8,11 @@ For the maintainer release workflow, use [doc/RELEASING.md](RELEASING.md). This
 
 Use these scripts instead of older one-off publish commands:
 
+- [`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 a stable push
+- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh) after pushing the stable branch tag
 
 ## Why the CLI needs special packaging
 
@@ -87,7 +88,7 @@ This means:
 
 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. Pushing the commit/tag and creating the GitHub Release happen afterward as separate maintainer steps.
+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
 
@@ -109,7 +110,7 @@ Recommended CI release setup:
 
 - use npm trusted publishing via GitHub OIDC
 - require approval through the `npm-release` environment
-- run releases from `master`
+- run releases from `release/X.Y.Z`
 - use canary first, then stable
 
 ## Related Files

doc/RELEASING.md

@@ -2,249 +2,138 @@
 
 Maintainer runbook for shipping a full Paperclip release across npm, GitHub, and the website-facing changelog surface.
 
-This document is intentionally practical:
+The release model is branch-driven:
 
-- TL;DR command sequences are at the top.
-- Detailed checklists come next.
-- Motivation, failure handling, and rollback playbooks follow after that.
+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 Paperclip release has four separate surfaces:
+Every release has four separate surfaces:
 
-1. **Verification** — the exact git SHA must pass typecheck, tests, and build.
-2. **npm** — `paperclipai` and the public workspace packages are published.
-3. **GitHub** — the stable release gets a git tag and a GitHub Release.
-4. **Website / announcements** — the stable changelog is published externally and announced.
+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
 
-Treat those as related but separate. npm can succeed while the GitHub Release is still pending. GitHub can be correct while the website changelog is stale. A maintainer release is done only when all four surfaces are handled.
+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
 
-### Canary release
+### 1. Start the release train
 
-Use this when you want an installable prerelease without changing `latest`.
+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
-# 0. Preflight the canary candidate
-./scripts/release-preflight.sh canary patch
+./scripts/release-start.sh patch
+```
 
-# 1. Draft or update the stable changelog for the intended stable version
-VERSION=0.2.8
+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${VERSION}.md for Paperclip. Read doc/RELEASING.md and skills/release-changelog/SKILL.md, then generate the stable changelog for v${VERSION} from commits since the last stable tag. Do not create a canary changelog."
+```
 
-# 2. Preview the canary release
+### 3. Verify and publish a canary
+
+```bash
+./scripts/release-preflight.sh canary patch
 ./scripts/release.sh patch --canary --dry-run
-
-# 3. Publish the canary
 ./scripts/release.sh patch --canary
-
-# 4. Smoke test what users will actually install
 PAPERCLIPAI_VERSION=canary ./scripts/docker-onboard-smoke.sh
+```
 
-# Users install with:
+Users install canaries with:
+
+```bash
 npx paperclipai@canary onboard
 ```
 
-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 working tree returns to clean after the script finishes
-- after stable `0.2.7`, a patch canary targets `0.2.8-canary.0`, never `0.2.7-canary.N`
-
-### Stable release
-
-Use this only after the canary SHA is good enough to become the public default.
+### 4. Publish stable
 
 ```bash
-# 0. Start from the vetted commit
-git checkout master
-git pull
-
-# 1. Preflight the stable candidate
 ./scripts/release-preflight.sh stable patch
-
-# 2. Confirm the stable changelog exists
-VERSION=0.2.8
-ls "releases/v${VERSION}.md"
-
-# 3. Preview the stable publish
 ./scripts/release.sh patch --dry-run
-
-# 4. Publish the stable release to npm and create the local release commit + tag
 ./scripts/release.sh patch
-
-# 5. Push the release commit and tag
-git push origin HEAD:master --follow-tags
-
-# 6. Create or update the GitHub Release from the pushed tag
+git push public-gh HEAD --follow-tags
 ./scripts/create-github-release.sh X.Y.Z
 ```
 
-Result:
+Then open a PR from `release/X.Y.Z` to `master` and merge without squash or rebase.
 
-- npm gets stable `X.Y.Z` under dist-tag `latest`
-- a local git commit and tag `vX.Y.Z` are created
-- after push, GitHub gets the matching Release
-- the website and announcement steps still need to be handled manually
+## Release Branches
 
-### Emergency rollback
+Paperclip uses one release branch per target stable version:
 
-If `latest` is broken after publish, repoint it to the last known good stable version first, then work on the fix.
+- `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
-# Preview
-./scripts/rollback-latest.sh X.Y.Z --dry-run
-
-# Roll back latest for every public package
-./scripts/rollback-latest.sh X.Y.Z
+./scripts/release-start.sh <patch|minor|major>
 ```
 
-This does **not** unpublish anything. It only moves the `latest` dist-tag back to the last good stable release.
-
-### Standalone onboarding smoke
-
-You already have a script for isolated onboarding verification:
+Useful options:
 
 ```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
+./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
 ```
 
-This is the best existing fit when you want:
+The script is intentionally idempotent:
 
-- a standalone Paperclip data dir
-- a dedicated host port
-- an end-to-end `npx paperclipai ... onboard` check
+- 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
 
-If you want to exercise onboarding from a fresh local checkout rather than npm, use:
+### 2. Write the stable changelog early
 
-```bash
-./scripts/clean-onboard-git.sh
-```
-
-That is not a required release step every time, but it is a useful higher-confidence check when onboarding is the main risk area or when you need to verify what the current codebase does before publishing.
-
-If you want to exercise onboarding from the current committed ref in your local repo, use:
-
-```bash
-./scripts/clean-onboard-ref.sh
-PAPERCLIP_PORT=3234 ./scripts/clean-onboard-ref.sh
-./scripts/clean-onboard-ref.sh HEAD
-```
-
-This uses the current committed `HEAD` in a detached temp worktree. It does **not** include uncommitted local edits.
-
-### GitHub Actions release
-
-There is also a manual workflow at [`.github/workflows/release.yml`](../.github/workflows/release.yml). It is designed for npm trusted publishing via GitHub OIDC instead of long-lived npm tokens.
-
-Use it from the Actions tab:
-
-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 `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 release commit and tag, and create the GitHub Release
-
-## Release Checklist
-
-### Before any publish
-
-- [ ] The working tree is clean, including untracked files
-- [ ] The target branch and SHA are the ones you actually want to release
-- [ ] The required verification gate passed on that exact SHA
-- [ ] The bump type is correct for the user-visible impact
-- [ ] The stable changelog file exists or is ready to be written at `releases/vX.Y.Z.md`
-- [ ] You know which previous stable version you would roll back to if needed
-
-### Before a canary
-
-- [ ] You are intentionally testing something that should be installable before it becomes default
-- [ ] You are comfortable with users installing it via `npx paperclipai@canary onboard`
-- [ ] You understand that each canary is a new immutable npm version such as `1.2.3-canary.1`
-
-### Before a stable
-
-- [ ] The candidate has already passed smoke testing
-- [ ] The changelog should be the stable version only, for example `v1.2.3`
-- [ ] You are ready to push the release commit and tag immediately after npm publish
-- [ ] You are ready to create the GitHub Release immediately after the push
-- [ ] You have a post-release website / announcement plan
-
-### 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`
-- [ ] The website changelog is updated
-- [ ] Any announcement copy matches the shipped release, not the canary
-
-## Verification Gate
-
-The repository standard is:
-
-```bash
-pnpm -r typecheck
-pnpm test:run
-pnpm build
-```
-
-This matches [`.github/workflows/pr-verify.yml`](../.github/workflows/pr-verify.yml). Run it before claiming a release candidate is ready.
-
-For release work, prefer:
-
-```bash
-./scripts/release-preflight.sh canary <patch|minor|major>
-./scripts/release-preflight.sh stable <patch|minor|major>
-```
-
-That script runs the verification gate and prints the computed target versions before you publish anything.
-
-## Versioning Policy
-
-### Stable versions
-
-Stable releases use normal semver:
-
-- `patch` for bug fixes
-- `minor` for additive features, endpoints, and additive migrations
-- `major` for destructive migrations, removed APIs, or other breaking behavior
-
-### Canary versions
-
-Canaries are semver prereleases of the **intended stable version**:
-
-- `1.2.3-canary.0`
-- `1.2.3-canary.1`
-- `1.2.3-canary.2`
-
-That gives you three useful properties:
-
-1. Users can install the prerelease explicitly with `@canary`
-2. `latest` stays safe
-3. The stable changelog can remain just `v1.2.3`
-
-We do **not** create separate changelog files for canary versions.
-
-Concrete example:
-
-- if the latest stable release is `0.2.7`, a patch canary is `0.2.8-canary.0`
-- `0.2.7-canary.0` is invalid, because `0.2.7` is already the shipped stable version
-
-## Changelog Policy
-
-The maintainer changelog source of truth is:
+Create or update:
 
 - `releases/vX.Y.Z.md`
 
@@ -257,14 +146,13 @@ Recommended structure:
 - `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.
 
-## Detailed Workflow
+### 3. Run release preflight
 
-### 1. Decide the bump
-
-Run preflight first:
+From the `release/X.Y.Z` worktree:
 
 ```bash
 ./scripts/release-preflight.sh canary <patch|minor|major>
@@ -272,70 +160,54 @@ Run preflight first:
 ./scripts/release-preflight.sh stable <patch|minor|major>
 ```
 
-That command:
+The preflight script now checks all of the following before it runs the verification gate:
 
-- verifies the worktree is clean, including untracked files
-- shows the last stable tag and computed next versions
-- shows the commit range since the last stable tag
-- highlights migration and breaking-change signals
-- runs `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`
+- 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
 
-If you want the raw inputs separately, review the range since the last stable tag:
+Then it runs:
 
 ```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" | grep -E 'BREAKING CHANGE|BREAKING:|^[a-z]+!:' || true
+pnpm -r typecheck
+pnpm test:run
+pnpm build
 ```
 
-Use the higher bump if there is any doubt.
-
-### 2. Write the stable changelog first
-
-Create or update:
-
-```bash
-VERSION=X.Y.Z
-claude -p "Use the release-changelog skill to draft or update releases/v${VERSION}.md for Paperclip. Read doc/RELEASING.md and skills/release-changelog/SKILL.md, then generate the stable changelog for v${VERSION} from commits since the last stable tag. Do not create a canary changelog."
-```
-
-This is deliberate. The release notes should describe the stable story, not the canary mechanics.
-
-### 3. Publish one or more canaries
+### 4. Publish one or more canaries
 
 Run:
 
 ```bash
+./scripts/release.sh <patch|minor|major> --canary --dry-run
 ./scripts/release.sh <patch|minor|major> --canary
 ```
 
-What the script does:
+Result:
 
-1. Verifies the working tree is clean
-2. Computes the intended stable version from the last stable tag
-3. Computes the next canary ordinal from npm
-4. Versions the public packages to `X.Y.Z-canary.N`
-5. Builds the workspace and publishable CLI
-6. Publishes to npm under dist-tag `canary`
-7. Cleans up the temporary versioning state so your branch returns to clean
+- 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
 
-This means the script is safe to repeat as many times as needed while iterating:
+Guardrails:
 
-- `1.2.3-canary.0`
-- `1.2.3-canary.1`
-- `1.2.3-canary.2`
+- 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
 
-The target stable release can still remain `1.2.3`.
+Concrete example:
 
-Guardrail:
+- 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
 
-- the canary is always derived from the **next stable version**
-- after stable `0.2.7`, the next patch canary is `0.2.8-canary.0`
-- the scripts refuse to publish `0.2.7-canary.N` once `0.2.7` is already the stable release
-
-### 4. Smoke test the canary
+### 5. Smoke test the canary
 
 Run the actual install path in Docker:
 
@@ -350,165 +222,198 @@ HOST_PORT=3232 DATA_DIR=./data/release-smoke-canary PAPERCLIPAI_VERSION=canary .
 HOST_PORT=3233 DATA_DIR=./data/release-smoke-stable PAPERCLIPAI_VERSION=latest ./scripts/docker-onboard-smoke.sh
 ```
 
-If you want to smoke onboarding from the current codebase rather than npm, run:
+If you want to exercise onboarding from the current committed ref instead of npm, use:
 
 ```bash
-./scripts/clean-onboard-git.sh
 ./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
+- `npx paperclipai@canary onboard` installs
+- onboarding completes without crashes
+- the server boots
+- the UI loads
+- basic company creation and dashboard load work
 
-### 5. Publish stable from the vetted commit
+If smoke testing fails:
 
-Once the candidate SHA is good, run the stable flow on that exact commit:
+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>
 ```
 
-What the script does:
+Stable publish:
 
-1. Verifies the working tree is clean
-2. Versions the public packages to the stable semver
-3. Builds the workspace and CLI publish bundle
-4. Publishes to npm under `latest`
-5. Restores temporary publish artifacts
-6. Creates the local release commit and git tag
+- publishes `X.Y.Z` to npm under `latest`
+- creates the local release commit
+- creates the local tag `vX.Y.Z`
 
-What it does **not** do:
+Stable publish refuses to proceed if:
 
-- it does not push for you
-- it does not update the website
-- it does not announce the release for you
+- 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
 
-### 6. Push the release and create the GitHub Release
+Those checks intentionally freeze the train after stable publish.
 
-After a stable publish succeeds:
+### 7. Push the stable branch commit and tag
+
+After stable publish succeeds:
 
 ```bash
-git push origin HEAD:master --follow-tags
+git push public-gh HEAD --follow-tags
 ./scripts/create-github-release.sh X.Y.Z
 ```
 
-The GitHub release notes come from:
+The GitHub Release notes come from:
 
 - `releases/vX.Y.Z.md`
 
-### 7. Complete the external surfaces
+### 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 the announcement copy
+- write and send the announcement copy
 - ensure public docs and install guidance point to the stable version
 
-## GitHub Actions and npm Trusted Publishing
+## GitHub Actions Release
 
-If you want GitHub to own the actual npm publish, use [`.github/workflows/release.yml`](../.github/workflows/release.yml) together with npm trusted publishing.
+There is also a manual workflow at [`.github/workflows/release.yml`](../.github/workflows/release.yml).
 
-Recommended setup:
+Use it from the Actions tab on the relevant `release/X.Y.Z` branch:
 
-1. Configure the GitHub Actions workflow as a trusted publisher for **every public package** on npm
-2. Use the `npm-release` GitHub environment with required reviewers
-3. Run stable publishes from `master` only
-4. Keep the workflow manual via `workflow_dispatch`
+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`
 
-Why this is the right shape:
+The workflow:
 
-- no long-lived npm token needs to live in GitHub secrets
-- reviewers can approve the publish step at the environment gate
-- the workflow reruns verification on the release SHA before publish
-- stable and canary use the same mechanics
+- 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 fails before publish
-
-Nothing shipped. Fix the code and rerun the canary workflow.
-
 ### If the canary publishes but the smoke test fails
 
-Do **not** publish stable.
+Do not publish stable.
 
 Instead:
 
-1. Fix the issue
-2. Publish another canary
-3. Re-run smoke testing
+1. fix the issue on `release/X.Y.Z`
+2. publish another canary
+3. rerun smoke testing
 
-The canary version number will increase, but the stable target version can remain the same.
-
-### If the stable npm publish succeeds but push fails
+### 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 issue
-2. Push the release commit and tag from the same checkout
-3. Create the GitHub Release
+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** publish the same version again.
+Do not republish the same version.
 
-### If the stable release is bad after `latest` moves
+### If `latest` is broken after stable publish
 
-Use the rollback script first:
+Preview:
 
 ```bash
-./scripts/rollback-latest.sh <last-good-version>
+./scripts/rollback-latest.sh X.Y.Z --dry-run
 ```
 
-Then:
+Roll back:
 
-1. open an incident note or maintainer comment
-2. fix forward on a new patch release
-3. update the changelog / release notes if the user-facing guidance changed
+```bash
+./scripts/rollback-latest.sh X.Y.Z
+```
 
-### If the GitHub Release is wrong
+This does not unpublish anything. It only moves the `latest` dist-tag back to the last good stable release.
 
-Edit it by re-running:
+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
 ```
 
-This updates the release notes if the GitHub Release already exists.
-
-### If the website changelog is wrong
-
-Fix the website independently. Do not republish npm just to repair the website surface.
-
-## Rollback Strategy
-
-The default rollback strategy is **dist-tag rollback, then fix forward**.
-
-Why:
-
-- npm versions are immutable
-- users need `npx paperclipai onboard` to recover quickly
-- moving `latest` back is faster and safer than trying to delete history
-
-Rollback procedure:
-
-1. identify the last known good stable version
-2. run `./scripts/rollback-latest.sh <version>`
-3. verify `npm view paperclipai@latest version`
-4. fix forward with a new stable release
-
-## Scripts Reference
-
-- [`scripts/release.sh`](../scripts/release.sh) — stable and canary npm publish flow
-- [`scripts/release-preflight.sh`](../scripts/release-preflight.sh) — clean-tree, version-plan, and verification-gate preflight
-- [`scripts/create-github-release.sh`](../scripts/create-github-release.sh) — create or update the GitHub Release after push
-- [`scripts/rollback-latest.sh`](../scripts/rollback-latest.sh) — repoint `latest` to the last good stable release
-- [`scripts/docker-onboard-smoke.sh`](../scripts/docker-onboard-smoke.sh) — Docker smoke test for the installed CLI
+If the release already exists, the script updates it.
 
 ## Related Docs
 

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": "cross-env PAPERCLIP_MIGRATION_PROMPT=never 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",
@@ -18,6 +18,7 @@
     "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",
@@ -34,6 +35,7 @@
   },
   "devDependencies": {
     "@changesets/cli": "^2.30.0",
+    "cross-env": "^10.1.0",
     "@playwright/test": "^1.58.2",
     "esbuild": "^0.27.3",
     "typescript": "^5.7.3",

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(
@@ -125,6 +130,78 @@ 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;
@@ -169,36 +246,12 @@ export async function ensureAbsoluteDirectory(
 }
 
 export async function ensureCommandResolvable(command: string, cwd: string, env: NodeJS.ProcessEnv) {
-  const hasPathSeparator = command.includes("/") || command.includes("\\");
-  if (hasPathSeparator) {
+  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);
-    try {
-      await fs.access(absolute, fsConstants.X_OK);
-    } catch {
-      throw new Error(`Command is not executable: "${command}" (resolved: "${absolute}")`);
-    }
-    return;
+    throw new Error(`Command is not executable: "${command}" (resolved: "${absolute}")`);
   }
-
-  const pathValue = env.PATH ?? env.Path ?? "";
-  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) {
-    for (const ext of windowsExt) {
-      const candidate = path.join(dir, process.platform === "win32" ? `${command}${ext}` : command);
-      try {
-        await fs.access(candidate, fsConstants.X_OK);
-        return;
-      } catch {
-        // continue scanning PATH
-      }
-    }
-  }
-
   throw new Error(`Command not found in PATH: "${command}"`);
 }
 
@@ -220,78 +273,82 @@ export async function runChildProcess(
 
   return new Promise<RunProcessResult>((resolve, reject) => {
     const mergedEnv = ensurePathInEnv({ ...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;
+    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;
 
-    if (opts.stdin != null && child.stdin) {
-      child.stdin.write(opts.stdin);
-      child.stdin.end();
-    }
+        if (opts.stdin != null && child.stdin) {
+          child.stdin.write(opts.stdin);
+          child.stdin.end();
+        }
 
-    runningProcesses.set(runId, { child, graceSec: opts.graceSec });
+        runningProcesses.set(runId, { child, graceSec: opts.graceSec });
 
-    let timedOut = false;
-    let stdout = "";
-    let stderr = "";
-    let logChain: Promise<void> = Promise.resolve();
+        let timedOut = false;
+        let stdout = "";
+        let stderr = "";
+        let logChain: Promise<void> = Promise.resolve();
 
-    const timeout =
-      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;
+        const timeout =
+          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) => {
-      const text = String(chunk);
-      stdout = appendWithCap(stdout, text);
-      logChain = logChain
-        .then(() => opts.onLog("stdout", text))
-        .catch((err) => onLogError(err, runId, "failed to append stdout log chunk"));
-    });
-
-    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}": ${err.message}`;
-      reject(new Error(msg));
-    });
-
-    child.on("close", (code: number | null, signal: NodeJS.Signals | null) => {
-      if (timeout) clearTimeout(timeout);
-      runningProcesses.delete(runId);
-      void logChain.finally(() => {
-        resolve({
-          exitCode: code,
-          signal,
-          timedOut,
-          stdout,
-          stderr,
+        child.stdout?.on("data", (chunk: unknown) => {
+          const text = String(chunk);
+          stdout = appendWithCap(stdout, text);
+          logChain = logChain
+            .then(() => opts.onLog("stdout", text))
+            .catch((err) => onLogError(err, runId, "failed to append stdout log chunk"));
         });
-      });
-    });
+
+        child.stderr?.on("data", (chunk: unknown) => {
+          const text = String(chunk);
+          stderr = appendWithCap(stderr, text);
+          logChain = logChain
+            .then(() => opts.onLog("stderr", text))
+            .catch((err) => onLogError(err, runId, "failed to append stderr log chunk"));
+        });
+
+        child.on("error", (err: Error) => {
+          if (timeout) clearTimeout(timeout);
+          runningProcesses.delete(runId);
+          const errno = (err as NodeJS.ErrnoException).code;
+          const pathValue = mergedEnv.PATH ?? mergedEnv.Path ?? "";
+          const msg =
+            errno === "ENOENT"
+              ? `Failed to start command "${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/tsconfig.json

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

packages/adapters/claude-local/tsconfig.json

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

packages/adapters/codex-local/tsconfig.json

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

packages/adapters/cursor-local/tsconfig.json

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

packages/adapters/openclaw-gateway/tsconfig.json

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

packages/adapters/opencode-local/tsconfig.json

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

packages/adapters/pi-local/tsconfig.json

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

packages/db/tsconfig.json

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

packages/shared/tsconfig.json

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

pnpm-lock.yaml

@@ -139,22 +139,6 @@ importers:
         specifier: ^5.7.3
         version: 5.9.3
 
-  packages/adapters/openclaw:
-    dependencies:
-      '@paperclipai/adapter-utils':
-        specifier: workspace:*
-        version: link:../../adapter-utils
-      picocolors:
-        specifier: ^1.1.1
-        version: 1.1.1
-    devDependencies:
-      '@types/node':
-        specifier: ^24.6.0
-        version: 24.12.0
-      typescript:
-        specifier: ^5.7.3
-        version: 5.9.3
-
   packages/adapters/openclaw-gateway:
     dependencies:
       '@paperclipai/adapter-utils':

releases/v0.3.0.md

@@ -4,9 +4,9 @@
 
 ## Highlights
 
-- **New adapters: Cursor, OpenCode, and Pi** — Paperclip now supports three additional local coding agents. Cursor and OpenCode integrate as first-class adapters with model discovery, run-log streaming, and skill injection. Pi adds a local RPC mode with cost tracking. All three appear in the onboarding wizard alongside Claude Code and Codex.
-- **OpenClaw gateway adapter** — A new gateway-only OpenClaw flow replaces the legacy adapter. It uses strict SSE streaming, supports device-key pairing, and handles invite-based onboarding with join-token validation.
-- **Inbox and unread semantics** — Issues now track per-user read state. Unread indicators appear in the inbox, dashboard, and browser tab (blue dot). The inbox badge includes join requests and approvals, and inbox ordering is alert-focused.
+- **New adapters: Cursor, OpenCode, and Pi** — Paperclip now supports three additional local coding agents. Cursor and OpenCode integrate as first-class adapters with model discovery, run-log streaming, and skill injection. Pi adds a local RPC mode with cost tracking. All three appear in the onboarding wizard alongside Claude Code and Codex. ([#62](https://github.com/paperclipai/paperclip/pull/62), [#141](https://github.com/paperclipai/paperclip/pull/141), [#240](https://github.com/paperclipai/paperclip/pull/240), [#183](https://github.com/paperclipai/paperclip/pull/183), @aaaaron, @Konan69, @richardanaya)
+- **OpenClaw gateway adapter** — A new gateway-only OpenClaw flow replaces the legacy adapter. It uses strict SSE streaming, supports device-key pairing, and handles invite-based onboarding with join-token validation. ([#270](https://github.com/paperclipai/paperclip/pull/270))
+- **Inbox and unread semantics** — Issues now track per-user read state. Unread indicators appear in the inbox, dashboard, and browser tab (blue dot). The inbox badge includes join requests and approvals, and inbox ordering is alert-focused. ([#196](https://github.com/paperclipai/paperclip/pull/196), @hougangdev)
 - **PWA support** — The UI ships as an installable Progressive Web App with a service worker and enhanced manifest. The service worker uses a network-first strategy to prevent stale content.
 - **Agent creation wizard** — A new choice modal and full-page configuration flow make it easier to add agents. The sidebar AGENTS header now has a quick-add button.
 
@@ -19,29 +19,35 @@
 - **Project status clickable** — The status chip in the project properties pane is now clickable for quick updates.
 - **Scroll-to-bottom button** — Issue detail and run pages show a floating scroll-to-bottom button when you scroll up.
 - **Database backup CLI** — `paperclipai db:backup` lets you snapshot the database on demand, with optional automatic scheduling.
-- **Disable sign-up** — A new `auth.disableSignUp` config option (and `AUTH_DISABLE_SIGNUP` env var) lets operators lock registration.
-- **Deduplicated shortnames** — Agent and project shortnames are now auto-deduplicated on create and update instead of rejecting duplicates.
-- **Human-readable role labels** — The agent list and properties pane show friendly role names.
+- **Disable sign-up** — A new `auth.disableSignUp` config option (and `AUTH_DISABLE_SIGNUP` env var) lets operators lock registration. ([#279](https://github.com/paperclipai/paperclip/pull/279), @JasonOA888)
+- **Deduplicated shortnames** — Agent and project shortnames are now auto-deduplicated on create and update instead of rejecting duplicates. ([#264](https://github.com/paperclipai/paperclip/pull/264), @mvanhorn)
+- **Human-readable role labels** — The agent list and properties pane show friendly role names. ([#263](https://github.com/paperclipai/paperclip/pull/263), @mvanhorn)
 - **Assignee picker sorting** — Recent selections appear first, then alphabetical.
-- **Mobile layout polish** — Unified GitHub-style issue rows across issues, inbox, and dashboard. Improved popover scrolling, command palette centering, and property toggles on mobile.
+- **Mobile layout polish** — Unified GitHub-style issue rows across issues, inbox, and dashboard. Improved popover scrolling, command palette centering, and property toggles on mobile. ([#118](https://github.com/paperclipai/paperclip/pull/118), @MumuTW)
 - **Invite UX improvements** — Invite links auto-copy to clipboard, snippet-only flow in settings, 10-minute invite TTL, and clearer network-host guidance.
 - **Permalink anchors on comments** — Each comment has a stable anchor link and a GET-by-ID API endpoint.
-- **Docker deployment hardening** — Authenticated deployment mode by default, named data volume, `PAPERCLIP_PUBLIC_URL` and `PAPERCLIP_ALLOWED_HOSTNAMES` exposed in compose files, health-check DB wait, and Node 24 base image.
-- **Updated model lists** — Added `claude-sonnet-4-6`, `claude-haiku-4-6`, and `gpt-5.4` to adapter model constants.
+- **Docker deployment hardening** — Authenticated deployment mode by default, named data volume, `PAPERCLIP_PUBLIC_URL` and `PAPERCLIP_ALLOWED_HOSTNAMES` exposed in compose files, health-check DB wait, and Node 24 base image. ([#400](https://github.com/paperclipai/paperclip/pull/400), [#283](https://github.com/paperclipai/paperclip/pull/283), [#284](https://github.com/paperclipai/paperclip/pull/284), @AiMagic5000, @mingfang)
+- **Updated model lists** — Added `claude-sonnet-4-6`, `claude-haiku-4-6`, and `gpt-5.4` to adapter model constants. ([#293](https://github.com/paperclipai/paperclip/pull/293), [#110](https://github.com/paperclipai/paperclip/pull/110), @cpfarhood, @artokun)
 - **Playwright e2e tests** — New end-to-end test suite covering the onboarding wizard flow.
 
 ## Fixes
 
-- **Secret redaction in run logs** — Env vars sourced from secrets are now redacted by provenance, with consistent `secretKeys` tracking.
-- **SPA catch-all 500s** — The server serves cached `index.html` in the catch-all route and uses `root` in `sendFile`, preventing 500 errors on dotfile paths and SPA refreshes.
-- **Unmatched API routes return 404 JSON** — Previously fell through to the SPA handler.
-- **Agent wake logic** — Agents wake when issues move out of backlog, skip self-wake on own comments, and skip wakeup for backlog-status changes. Pending-approval agents are excluded from heartbeat timers.
-- **Run log fd leak** — Fixed a file-descriptor leak in log append that caused `spawn EBADF` errors.
+- **Secret redaction in run logs** — Env vars sourced from secrets are now redacted by provenance, with consistent `secretKeys` tracking. ([#261](https://github.com/paperclipai/paperclip/pull/261), @mvanhorn)
+- **SPA catch-all 500s** — The server serves cached `index.html` in the catch-all route and uses `root` in `sendFile`, preventing 500 errors on dotfile paths and SPA refreshes. ([#269](https://github.com/paperclipai/paperclip/pull/269), [#78](https://github.com/paperclipai/paperclip/pull/78), @mvanhorn, @MumuTW)
+- **Unmatched API routes return 404 JSON** — Previously fell through to the SPA handler. ([#269](https://github.com/paperclipai/paperclip/pull/269), @mvanhorn)
+- **Agent wake logic** — Agents wake when issues move out of backlog, skip self-wake on own comments, and skip wakeup for backlog-status changes. Pending-approval agents are excluded from heartbeat timers. ([#159](https://github.com/paperclipai/paperclip/pull/159), [#154](https://github.com/paperclipai/paperclip/pull/154), [#267](https://github.com/paperclipai/paperclip/pull/267), [#72](https://github.com/paperclipai/paperclip/pull/72), @Logesh-waran2003, @cschneid, @mvanhorn, @STRML)
+- **Run log fd leak** — Fixed a file-descriptor leak in log append that caused `spawn EBADF` errors. ([#266](https://github.com/paperclipai/paperclip/pull/266), @mvanhorn)
 - **500 error logging** — Error logs now include the actual error message and request context instead of generic pino-http output.
-- **Boolean env parsing** — `parseBooleanFromEnv` no longer silently treats common truthy values as false.
-- **Onboarding env defaults** — `onboard` now correctly derives secrets from env vars and reports ignored exposure settings in `local_trusted` mode.
-- **Windows path compatibility** — Migration paths use `fileURLToPath` for Windows-safe resolution.
-- **Secure cookies on HTTP** — Disabled secure cookie flag for plain HTTP deployments to prevent auth failures.
-- **URL encoding** — `buildUrl` splits path and query to prevent `%3F` encoding issues.
-- **Auth trusted origins** — Effective trusted origins and allowed hostnames are now applied correctly in public mode.
-- **UI stability** — Fixed blank screen when prompt templates are emptied, search URL sync causing re-renders, issue title overflow in inbox, and sidebar badge counts including approvals.
+- **Boolean env parsing** — `parseBooleanFromEnv` no longer silently treats common truthy values as false. ([#91](https://github.com/paperclipai/paperclip/pull/91), @zvictor)
+- **Onboarding env defaults** — `onboard` now correctly derives secrets from env vars and reports ignored exposure settings in `local_trusted` mode. ([#91](https://github.com/paperclipai/paperclip/pull/91), @zvictor)
+- **Windows path compatibility** — Migration paths use `fileURLToPath` for Windows-safe resolution. ([#265](https://github.com/paperclipai/paperclip/pull/265), [#413](https://github.com/paperclipai/paperclip/pull/413), @mvanhorn, @online5880)
+- **Secure cookies on HTTP** — Disabled secure cookie flag for plain HTTP deployments to prevent auth failures. ([#376](https://github.com/paperclipai/paperclip/pull/376), @dalestubblefield)
+- **URL encoding** — `buildUrl` splits path and query to prevent `%3F` encoding issues. ([#260](https://github.com/paperclipai/paperclip/pull/260), @mvanhorn)
+- **Auth trusted origins** — Effective trusted origins and allowed hostnames are now applied correctly in public mode. ([#99](https://github.com/paperclipai/paperclip/pull/99), @zvictor)
+- **UI stability** — Fixed blank screen when prompt templates are emptied, search URL sync causing re-renders, issue title overflow in inbox, and sidebar badge counts including approvals. ([#262](https://github.com/paperclipai/paperclip/pull/262), [#196](https://github.com/paperclipai/paperclip/pull/196), [#423](https://github.com/paperclipai/paperclip/pull/423), @mvanhorn, @hougangdev, @RememberV)
+
+## Contributors
+
+Thank you to everyone who contributed to this release!
+
+@aaaaron, @AiMagic5000, @artokun, @cpfarhood, @cschneid, @dalestubblefield, @Dotta, @eltociear, @fahmmin, @gsxdsm, @hougangdev, @JasonOA888, @Konan69, @Logesh-waran2003, @mingfang, @MumuTW, @mvanhorn, @numman-ali, @online5880, @RememberV, @richardanaya, @STRML, @tylerwince, @zvictor

scripts/create-github-release.sh

@@ -2,6 +2,8 @@
 set -euo pipefail
 
 REPO_ROOT="$(cd "$(dirname "$0")/.." && pwd)"
+# shellcheck source=./release-lib.sh
+. "$REPO_ROOT/scripts/release-lib.sh"
 
 dry_run=false
 version=""
@@ -16,7 +18,7 @@ Examples:
   ./scripts/create-github-release.sh 1.2.3 --dry-run
 
 Notes:
-  - Run this after pushing the release commit and tag.
+  - Run this after pushing the stable release branch and tag.
   - If the release already exists, this script updates its title and notes.
 EOF
 }
@@ -51,6 +53,7 @@ fi
 
 tag="v$version"
 notes_file="$REPO_ROOT/releases/${tag}.md"
+PUBLISH_REMOTE="$(resolve_release_remote)"
 
 if ! command -v gh >/dev/null 2>&1; then
   echo "Error: gh CLI is required to create GitHub releases." >&2
@@ -72,8 +75,8 @@ if [ "$dry_run" = true ]; then
   exit 0
 fi
 
-if ! git -C "$REPO_ROOT" ls-remote --exit-code --tags origin "refs/tags/$tag" >/dev/null 2>&1; then
-  echo "Error: remote tag $tag was not found on origin. Push the release commit and tag first." >&2
+if ! git -C "$REPO_ROOT" ls-remote --exit-code --tags "$PUBLISH_REMOTE" "refs/tags/$tag" >/dev/null 2>&1; then
+  echo "Error: remote tag $tag was not found on $PUBLISH_REMOTE. Push the release commit and tag first." >&2
   exit 1
 fi
 

scripts/docker-onboard-smoke.sh

@@ -9,14 +9,199 @@ DATA_DIR="${DATA_DIR:-$REPO_ROOT/data/docker-onboard-smoke}"
 HOST_UID="${HOST_UID:-$(id -u)}"
 PAPERCLIP_DEPLOYMENT_MODE="${PAPERCLIP_DEPLOYMENT_MODE:-authenticated}"
 PAPERCLIP_DEPLOYMENT_EXPOSURE="${PAPERCLIP_DEPLOYMENT_EXPOSURE:-private}"
-DOCKER_TTY_ARGS=()
-
-if [[ -t 0 && -t 1 ]]; then
-  DOCKER_TTY_ARGS=(-it)
-fi
+PAPERCLIP_PUBLIC_URL="${PAPERCLIP_PUBLIC_URL:-http://localhost:${HOST_PORT}}"
+SMOKE_AUTO_BOOTSTRAP="${SMOKE_AUTO_BOOTSTRAP:-true}"
+SMOKE_ADMIN_NAME="${SMOKE_ADMIN_NAME:-Smoke Admin}"
+SMOKE_ADMIN_EMAIL="${SMOKE_ADMIN_EMAIL:-smoke-admin@paperclip.local}"
+SMOKE_ADMIN_PASSWORD="${SMOKE_ADMIN_PASSWORD:-paperclip-smoke-password}"
+CONTAINER_NAME="${IMAGE_NAME//[^a-zA-Z0-9_.-]/-}"
+LOG_PID=""
+COOKIE_JAR=""
+TMP_DIR=""
 
 mkdir -p "$DATA_DIR"
 
+cleanup() {
+  if [[ -n "$LOG_PID" ]]; then
+    kill "$LOG_PID" >/dev/null 2>&1 || true
+  fi
+  docker stop "$CONTAINER_NAME" >/dev/null 2>&1 || true
+  if [[ -n "$TMP_DIR" && -d "$TMP_DIR" ]]; then
+    rm -rf "$TMP_DIR"
+  fi
+}
+
+trap cleanup EXIT INT TERM
+
+wait_for_http() {
+  local url="$1"
+  local attempts="${2:-60}"
+  local sleep_seconds="${3:-1}"
+  local i
+  for ((i = 1; i <= attempts; i += 1)); do
+    if curl -fsS "$url" >/dev/null 2>&1; then
+      return 0
+    fi
+    sleep "$sleep_seconds"
+  done
+  return 1
+}
+
+generate_bootstrap_invite_url() {
+  local bootstrap_output
+  local bootstrap_status
+  if bootstrap_output="$(
+    docker exec \
+      -e PAPERCLIP_DEPLOYMENT_MODE="$PAPERCLIP_DEPLOYMENT_MODE" \
+      -e PAPERCLIP_DEPLOYMENT_EXPOSURE="$PAPERCLIP_DEPLOYMENT_EXPOSURE" \
+      -e PAPERCLIP_PUBLIC_URL="$PAPERCLIP_PUBLIC_URL" \
+      -e PAPERCLIP_HOME="/paperclip" \
+      "$CONTAINER_NAME" bash -lc \
+      'timeout 20s npx --yes "paperclipai@${PAPERCLIPAI_VERSION}" auth bootstrap-ceo --data-dir "$PAPERCLIP_HOME" --base-url "$PAPERCLIP_PUBLIC_URL"' \
+      2>&1
+  )"; then
+    bootstrap_status=0
+  else
+    bootstrap_status=$?
+  fi
+
+  if [[ $bootstrap_status -ne 0 && $bootstrap_status -ne 124 ]]; then
+    echo "Smoke bootstrap failed: could not run bootstrap-ceo inside container" >&2
+    printf '%s\n' "$bootstrap_output" >&2
+    return 1
+  fi
+
+  local invite_url
+  invite_url="$(
+    printf '%s\n' "$bootstrap_output" \
+      | grep -o 'https\?://[^[:space:]]*/invite/pcp_bootstrap_[[:alnum:]]*' \
+      | tail -n 1
+  )"
+
+  if [[ -z "$invite_url" ]]; then
+    echo "Smoke bootstrap failed: bootstrap-ceo did not print an invite URL" >&2
+    printf '%s\n' "$bootstrap_output" >&2
+    return 1
+  fi
+
+  if [[ $bootstrap_status -eq 124 ]]; then
+    echo "    Smoke bootstrap: bootstrap-ceo timed out after printing invite URL; continuing" >&2
+  fi
+
+  printf '%s\n' "$invite_url"
+}
+
+post_json_with_cookies() {
+  local url="$1"
+  local body="$2"
+  local output_file="$3"
+  curl -sS \
+    -o "$output_file" \
+    -w "%{http_code}" \
+    -c "$COOKIE_JAR" \
+    -b "$COOKIE_JAR" \
+    -H "Content-Type: application/json" \
+    -H "Origin: $PAPERCLIP_PUBLIC_URL" \
+    -X POST \
+    "$url" \
+    --data "$body"
+}
+
+get_with_cookies() {
+  local url="$1"
+  curl -fsS \
+    -c "$COOKIE_JAR" \
+    -b "$COOKIE_JAR" \
+    -H "Accept: application/json" \
+    "$url"
+}
+
+sign_up_or_sign_in() {
+  local signup_response="$TMP_DIR/signup.json"
+  local signup_status
+  signup_status="$(post_json_with_cookies \
+    "$PAPERCLIP_PUBLIC_URL/api/auth/sign-up/email" \
+    "{\"name\":\"$SMOKE_ADMIN_NAME\",\"email\":\"$SMOKE_ADMIN_EMAIL\",\"password\":\"$SMOKE_ADMIN_PASSWORD\"}" \
+    "$signup_response")"
+  if [[ "$signup_status" =~ ^2 ]]; then
+    echo "    Smoke bootstrap: created admin user $SMOKE_ADMIN_EMAIL"
+    return 0
+  fi
+
+  local signin_response="$TMP_DIR/signin.json"
+  local signin_status
+  signin_status="$(post_json_with_cookies \
+    "$PAPERCLIP_PUBLIC_URL/api/auth/sign-in/email" \
+    "{\"email\":\"$SMOKE_ADMIN_EMAIL\",\"password\":\"$SMOKE_ADMIN_PASSWORD\"}" \
+    "$signin_response")"
+  if [[ "$signin_status" =~ ^2 ]]; then
+    echo "    Smoke bootstrap: signed in existing admin user $SMOKE_ADMIN_EMAIL"
+    return 0
+  fi
+
+  echo "Smoke bootstrap failed: could not sign up or sign in admin user" >&2
+  echo "Sign-up response:" >&2
+  cat "$signup_response" >&2 || true
+  echo >&2
+  echo "Sign-in response:" >&2
+  cat "$signin_response" >&2 || true
+  echo >&2
+  return 1
+}
+
+auto_bootstrap_authenticated_smoke() {
+  local health_url="$PAPERCLIP_PUBLIC_URL/api/health"
+  local health_json
+  health_json="$(curl -fsS "$health_url")"
+  if [[ "$health_json" != *'"deploymentMode":"authenticated"'* ]]; then
+    return 0
+  fi
+
+  sign_up_or_sign_in
+
+  if [[ "$health_json" == *'"bootstrapStatus":"ready"'* ]]; then
+    echo "    Smoke bootstrap: instance already ready"
+  else
+    local invite_url
+    invite_url="$(generate_bootstrap_invite_url)"
+    echo "    Smoke bootstrap: generated bootstrap invite via auth bootstrap-ceo"
+
+    local invite_token="${invite_url##*/}"
+    local accept_response="$TMP_DIR/accept.json"
+    local accept_status
+    accept_status="$(post_json_with_cookies \
+      "$PAPERCLIP_PUBLIC_URL/api/invites/$invite_token/accept" \
+      '{"requestType":"human"}' \
+      "$accept_response")"
+    if [[ ! "$accept_status" =~ ^2 ]]; then
+      echo "Smoke bootstrap failed: bootstrap invite acceptance returned HTTP $accept_status" >&2
+      cat "$accept_response" >&2 || true
+      echo >&2
+      return 1
+    fi
+    echo "    Smoke bootstrap: accepted bootstrap invite"
+  fi
+
+  local session_json
+  session_json="$(get_with_cookies "$PAPERCLIP_PUBLIC_URL/api/auth/get-session")"
+  if [[ "$session_json" != *'"userId"'* ]]; then
+    echo "Smoke bootstrap failed: no authenticated session after bootstrap" >&2
+    echo "$session_json" >&2
+    return 1
+  fi
+
+  local companies_json
+  companies_json="$(get_with_cookies "$PAPERCLIP_PUBLIC_URL/api/companies")"
+  if [[ "${companies_json:0:1}" != "[" ]]; then
+    echo "Smoke bootstrap failed: board companies endpoint did not return JSON array" >&2
+    echo "$companies_json" >&2
+    return 1
+  fi
+
+  echo "    Smoke bootstrap: board session verified"
+  echo "    Smoke admin credentials: $SMOKE_ADMIN_EMAIL / $SMOKE_ADMIN_PASSWORD"
+}
+
 echo "==> Building onboard smoke image"
 docker build \
   --build-arg PAPERCLIPAI_VERSION="$PAPERCLIPAI_VERSION" \
@@ -27,16 +212,38 @@ docker build \
 
 echo "==> Running onboard smoke container"
 echo "    UI should be reachable at: http://localhost:$HOST_PORT"
+echo "    Public URL: $PAPERCLIP_PUBLIC_URL"
+echo "    Smoke auto-bootstrap: $SMOKE_AUTO_BOOTSTRAP"
 echo "    Data dir: $DATA_DIR"
 echo "    Deployment: $PAPERCLIP_DEPLOYMENT_MODE/$PAPERCLIP_DEPLOYMENT_EXPOSURE"
 echo "    Live output: onboard banner and server logs stream in this terminal (Ctrl+C to stop)"
-docker run --rm \
-  "${DOCKER_TTY_ARGS[@]}" \
-  --name "${IMAGE_NAME//[^a-zA-Z0-9_.-]/-}" \
+
+docker rm -f "$CONTAINER_NAME" >/dev/null 2>&1 || true
+
+docker run -d --rm \
+  --name "$CONTAINER_NAME" \
   -p "$HOST_PORT:3100" \
   -e HOST=0.0.0.0 \
   -e PORT=3100 \
   -e PAPERCLIP_DEPLOYMENT_MODE="$PAPERCLIP_DEPLOYMENT_MODE" \
   -e PAPERCLIP_DEPLOYMENT_EXPOSURE="$PAPERCLIP_DEPLOYMENT_EXPOSURE" \
+  -e PAPERCLIP_PUBLIC_URL="$PAPERCLIP_PUBLIC_URL" \
   -v "$DATA_DIR:/paperclip" \
-  "$IMAGE_NAME"
+  "$IMAGE_NAME" >/dev/null
+
+docker logs -f "$CONTAINER_NAME" &
+LOG_PID=$!
+
+TMP_DIR="$(mktemp -d "${TMPDIR:-/tmp}/paperclip-onboard-smoke.XXXXXX")"
+COOKIE_JAR="$TMP_DIR/cookies.txt"
+
+if ! wait_for_http "$PAPERCLIP_PUBLIC_URL/api/health" 90 1; then
+  echo "Smoke bootstrap failed: server did not become ready at $PAPERCLIP_PUBLIC_URL/api/health" >&2
+  exit 1
+fi
+
+if [[ "$SMOKE_AUTO_BOOTSTRAP" == "true" && "$PAPERCLIP_DEPLOYMENT_MODE" == "authenticated" ]]; then
+  auto_bootstrap_authenticated_smoke
+fi
+
+wait "$LOG_PID"

scripts/release-lib.sh

@@ -0,0 +1,222 @@
+#!/usr/bin/env bash
+
+if [ -z "${REPO_ROOT:-}" ]; then
+  REPO_ROOT="$(cd "$(dirname "${BASH_SOURCE[0]}")/.." && pwd)"
+fi
+
+release_info() {
+  echo "$@"
+}
+
+release_warn() {
+  echo "Warning: $*" >&2
+}
+
+release_fail() {
+  echo "Error: $*" >&2
+  exit 1
+}
+
+git_remote_exists() {
+  git -C "$REPO_ROOT" remote get-url "$1" >/dev/null 2>&1
+}
+
+resolve_release_remote() {
+  local remote="${RELEASE_REMOTE:-${PUBLISH_REMOTE:-}}"
+
+  if [ -n "$remote" ]; then
+    git_remote_exists "$remote" || release_fail "git remote '$remote' does not exist."
+    printf '%s\n' "$remote"
+    return
+  fi
+
+  if git_remote_exists public-gh; then
+    printf 'public-gh\n'
+    return
+  fi
+
+  if git_remote_exists origin; then
+    printf 'origin\n'
+    return
+  fi
+
+  release_fail "no git remote found. Configure RELEASE_REMOTE or PUBLISH_REMOTE."
+}
+
+fetch_release_remote() {
+  git -C "$REPO_ROOT" fetch "$1" --prune --tags
+}
+
+get_last_stable_tag() {
+  git -C "$REPO_ROOT" tag --list 'v*' --sort=-version:refname | head -1
+}
+
+get_current_stable_version() {
+  local tag
+  tag="$(get_last_stable_tag)"
+  if [ -z "$tag" ]; then
+    printf '0.0.0\n'
+  else
+    printf '%s\n' "${tag#v}"
+  fi
+}
+
+compute_bumped_version() {
+  node - "$1" "$2" <<'NODE'
+const current = process.argv[2];
+const bump = process.argv[3];
+const match = current.match(/^(\d+)\.(\d+)\.(\d+)$/);
+
+if (!match) {
+  throw new Error(`invalid semver version: ${current}`);
+}
+
+let [major, minor, patch] = match.slice(1).map(Number);
+
+if (bump === 'patch') {
+  patch += 1;
+} else if (bump === 'minor') {
+  minor += 1;
+  patch = 0;
+} else if (bump === 'major') {
+  major += 1;
+  minor = 0;
+  patch = 0;
+} else {
+  throw new Error(`unsupported bump type: ${bump}`);
+}
+
+process.stdout.write(`${major}.${minor}.${patch}`);
+NODE
+}
+
+next_canary_version() {
+  local stable_version="$1"
+  local versions_json
+
+  versions_json="$(npm view paperclipai versions --json 2>/dev/null || echo '[]')"
+
+  node - "$stable_version" "$versions_json" <<'NODE'
+const stable = process.argv[2];
+const versionsArg = process.argv[3];
+
+let versions = [];
+try {
+  const parsed = JSON.parse(versionsArg);
+  versions = Array.isArray(parsed) ? parsed : [parsed];
+} catch {
+  versions = [];
+}
+
+const pattern = new RegExp(`^${stable.replace(/\./g, '\\.')}-canary\\.(\\d+)$`);
+let max = -1;
+
+for (const version of versions) {
+  const match = version.match(pattern);
+  if (!match) continue;
+  max = Math.max(max, Number(match[1]));
+}
+
+process.stdout.write(`${stable}-canary.${max + 1}`);
+NODE
+}
+
+release_branch_name() {
+  printf 'release/%s\n' "$1"
+}
+
+release_notes_file() {
+  printf '%s/releases/v%s.md\n' "$REPO_ROOT" "$1"
+}
+
+default_release_worktree_path() {
+  local version="$1"
+  local parent_dir
+  local repo_name
+
+  parent_dir="$(cd "$REPO_ROOT/.." && pwd)"
+  repo_name="$(basename "$REPO_ROOT")"
+  printf '%s/%s-release-%s\n' "$parent_dir" "$repo_name" "$version"
+}
+
+git_current_branch() {
+  git -C "$REPO_ROOT" symbolic-ref --quiet --short HEAD 2>/dev/null || true
+}
+
+git_local_branch_exists() {
+  git -C "$REPO_ROOT" show-ref --verify --quiet "refs/heads/$1"
+}
+
+git_remote_branch_exists() {
+  git -C "$REPO_ROOT" ls-remote --exit-code --heads "$2" "refs/heads/$1" >/dev/null 2>&1
+}
+
+git_local_tag_exists() {
+  git -C "$REPO_ROOT" show-ref --verify --quiet "refs/tags/$1"
+}
+
+git_remote_tag_exists() {
+  git -C "$REPO_ROOT" ls-remote --exit-code --tags "$2" "refs/tags/$1" >/dev/null 2>&1
+}
+
+npm_version_exists() {
+  local version="$1"
+  local resolved
+
+  resolved="$(npm view "paperclipai@${version}" version 2>/dev/null || true)"
+  [ "$resolved" = "$version" ]
+}
+
+require_clean_worktree() {
+  if [ -n "$(git -C "$REPO_ROOT" status --porcelain)" ]; then
+    release_fail "working tree is not clean. Commit, stash, or remove changes before releasing."
+  fi
+}
+
+git_worktree_path_for_branch() {
+  local branch_ref="refs/heads/$1"
+
+  git -C "$REPO_ROOT" worktree list --porcelain | awk -v branch_ref="$branch_ref" '
+    $1 == "worktree" { path = substr($0, 10) }
+    $1 == "branch" && $2 == branch_ref { print path; exit }
+  '
+}
+
+path_is_worktree_for_branch() {
+  local path="$1"
+  local branch="$2"
+  local current_branch
+
+  [ -d "$path" ] || return 1
+  current_branch="$(git -C "$path" symbolic-ref --quiet --short HEAD 2>/dev/null || true)"
+  [ "$current_branch" = "$branch" ]
+}
+
+ensure_release_branch_for_version() {
+  local stable_version="$1"
+  local current_branch
+  local expected_branch
+
+  current_branch="$(git_current_branch)"
+  expected_branch="$(release_branch_name "$stable_version")"
+
+  if [ -z "$current_branch" ]; then
+    release_fail "release work must run from branch $expected_branch, but HEAD is detached."
+  fi
+
+  if [ "$current_branch" != "$expected_branch" ]; then
+    release_fail "release work must run from branch $expected_branch, but current branch is $current_branch."
+  fi
+}
+
+stable_release_exists_anywhere() {
+  local stable_version="$1"
+  local remote="$2"
+  local tag="v$stable_version"
+
+  git_local_tag_exists "$tag" || git_remote_tag_exists "$tag" "$remote" || npm_version_exists "$stable_version"
+}
+
+release_train_is_frozen() {
+  stable_release_exists_anywhere "$1" "$2"
+}

scripts/release-preflight.sh

@@ -2,6 +2,8 @@
 set -euo pipefail
 
 REPO_ROOT="$(cd "$(dirname "$0")/.." && pwd)"
+# shellcheck source=./release-lib.sh
+. "$REPO_ROOT/scripts/release-lib.sh"
 export GIT_PAGER=cat
 
 channel=""
@@ -18,7 +20,9 @@ Examples:
 
 What it does:
   - verifies the git worktree is clean, including untracked files
+  - verifies you are on the matching release/X.Y.Z branch
   - shows the last stable tag and the target version(s)
+  - shows the git/npm/GitHub release-train state
   - shows commits since the last stable tag
   - highlights migration/schema/breaking-change signals
   - runs the verification gate:
@@ -63,79 +67,19 @@ if [[ ! "$bump_type" =~ ^(patch|minor|major)$ ]]; then
   exit 1
 fi
 
-compute_bumped_version() {
-  node - "$1" "$2" <<'NODE'
-const current = process.argv[2];
-const bump = process.argv[3];
-const match = current.match(/^(\d+)\.(\d+)\.(\d+)$/);
-
-if (!match) {
-  throw new Error(`invalid semver version: ${current}`);
-}
-
-let [major, minor, patch] = match.slice(1).map(Number);
-
-if (bump === 'patch') {
-  patch += 1;
-} else if (bump === 'minor') {
-  minor += 1;
-  patch = 0;
-} else if (bump === 'major') {
-  major += 1;
-  minor = 0;
-  patch = 0;
-} else {
-  throw new Error(`unsupported bump type: ${bump}`);
-}
-
-process.stdout.write(`${major}.${minor}.${patch}`);
-NODE
-}
-
-next_canary_version() {
-  local stable_version="$1"
-  local versions_json
-
-  versions_json="$(npm view paperclipai versions --json 2>/dev/null || echo '[]')"
-
-  node - "$stable_version" "$versions_json" <<'NODE'
-const stable = process.argv[2];
-const versionsArg = process.argv[3];
-
-let versions = [];
-try {
-  const parsed = JSON.parse(versionsArg);
-  versions = Array.isArray(parsed) ? parsed : [parsed];
-} catch {
-  versions = [];
-}
-
-const pattern = new RegExp(`^${stable.replace(/\./g, '\\.')}-canary\\.(\\d+)$`);
-let max = -1;
-
-for (const version of versions) {
-  const match = version.match(pattern);
-  if (!match) continue;
-  max = Math.max(max, Number(match[1]));
-}
-
-process.stdout.write(`${stable}-canary.${max + 1}`);
-NODE
-}
-
-LAST_STABLE_TAG="$(git -C "$REPO_ROOT" tag --list 'v*' --sort=-version:refname | head -1)"
-CURRENT_STABLE_VERSION="${LAST_STABLE_TAG#v}"
-if [ -z "$CURRENT_STABLE_VERSION" ]; then
-  CURRENT_STABLE_VERSION="0.0.0"
-fi
+RELEASE_REMOTE="$(resolve_release_remote)"
+fetch_release_remote "$RELEASE_REMOTE"
 
+LAST_STABLE_TAG="$(get_last_stable_tag)"
+CURRENT_STABLE_VERSION="$(get_current_stable_version)"
 TARGET_STABLE_VERSION="$(compute_bumped_version "$CURRENT_STABLE_VERSION" "$bump_type")"
 TARGET_CANARY_VERSION="$(next_canary_version "$TARGET_STABLE_VERSION")"
+EXPECTED_RELEASE_BRANCH="$(release_branch_name "$TARGET_STABLE_VERSION")"
+CURRENT_BRANCH="$(git_current_branch)"
+RELEASE_TAG="v$TARGET_STABLE_VERSION"
+NOTES_FILE="$(release_notes_file "$TARGET_STABLE_VERSION")"
 
-if [ -n "$(git -C "$REPO_ROOT" status --porcelain)" ]; then
-  echo "Error: working tree is not clean. Commit, stash, or remove changes before releasing." >&2
-  exit 1
-fi
+require_clean_worktree
 
 if [ "$TARGET_STABLE_VERSION" = "$CURRENT_STABLE_VERSION" ]; then
   echo "Error: next stable version matches the current stable version." >&2
@@ -147,10 +91,41 @@ if [[ "$TARGET_CANARY_VERSION" == "${CURRENT_STABLE_VERSION}-canary."* ]]; then
   exit 1
 fi
 
+ensure_release_branch_for_version "$TARGET_STABLE_VERSION"
+
+REMOTE_BRANCH_EXISTS="no"
+REMOTE_TAG_EXISTS="no"
+LOCAL_TAG_EXISTS="no"
+NPM_STABLE_EXISTS="no"
+
+if git_remote_branch_exists "$EXPECTED_RELEASE_BRANCH" "$RELEASE_REMOTE"; then
+  REMOTE_BRANCH_EXISTS="yes"
+fi
+
+if git_local_tag_exists "$RELEASE_TAG"; then
+  LOCAL_TAG_EXISTS="yes"
+fi
+
+if git_remote_tag_exists "$RELEASE_TAG" "$RELEASE_REMOTE"; then
+  REMOTE_TAG_EXISTS="yes"
+fi
+
+if npm_version_exists "$TARGET_STABLE_VERSION"; then
+  NPM_STABLE_EXISTS="yes"
+fi
+
+if [ "$LOCAL_TAG_EXISTS" = "yes" ] || [ "$REMOTE_TAG_EXISTS" = "yes" ] || [ "$NPM_STABLE_EXISTS" = "yes" ]; then
+  echo "Error: release train $EXPECTED_RELEASE_BRANCH is frozen because $RELEASE_TAG already exists locally, remotely, or version $TARGET_STABLE_VERSION is already on npm." >&2
+  exit 1
+fi
+
 echo ""
 echo "==> Release preflight"
+echo "  Remote: $RELEASE_REMOTE"
 echo "  Channel: $channel"
 echo "  Bump: $bump_type"
+echo "  Current branch: ${CURRENT_BRANCH:-<detached>}"
+echo "  Expected branch: $EXPECTED_RELEASE_BRANCH"
 echo "  Last stable tag: ${LAST_STABLE_TAG:-<none>}"
 echo "  Current stable version: $CURRENT_STABLE_VERSION"
 echo "  Next stable version: $TARGET_STABLE_VERSION"
@@ -162,6 +137,23 @@ fi
 echo ""
 echo "==> Working tree"
 echo "  ✓ Clean"
+echo "  ✓ Branch matches release train"
+
+echo ""
+echo "==> Release train state"
+echo "  Remote branch exists: $REMOTE_BRANCH_EXISTS"
+echo "  Local stable tag exists: $LOCAL_TAG_EXISTS"
+echo "  Remote stable tag exists: $REMOTE_TAG_EXISTS"
+echo "  Stable version on npm: $NPM_STABLE_EXISTS"
+if [ -f "$NOTES_FILE" ]; then
+  echo "  Release notes: present at $NOTES_FILE"
+else
+  echo "  Release notes: missing at $NOTES_FILE"
+fi
+
+if [ "$REMOTE_BRANCH_EXISTS" = "no" ]; then
+  echo "  Warning: remote branch $EXPECTED_RELEASE_BRANCH does not exist on $RELEASE_REMOTE yet."
+fi
 
 echo ""
 echo "==> Commits since last stable tag"
@@ -193,8 +185,10 @@ pnpm build
 
 echo ""
 echo "==> Release preflight summary"
+echo "  Remote: $RELEASE_REMOTE"
 echo "  Channel: $channel"
 echo "  Bump: $bump_type"
+echo "  Release branch: $EXPECTED_RELEASE_BRANCH"
 echo "  Last stable tag: ${LAST_STABLE_TAG:-<none>}"
 echo "  Current stable version: $CURRENT_STABLE_VERSION"
 echo "  Next stable version: $TARGET_STABLE_VERSION"

scripts/release-start.sh

@@ -0,0 +1,182 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+REPO_ROOT="$(cd "$(dirname "$0")/.." && pwd)"
+# shellcheck source=./release-lib.sh
+. "$REPO_ROOT/scripts/release-lib.sh"
+
+dry_run=false
+push_branch=true
+bump_type=""
+worktree_path=""
+
+usage() {
+  cat <<'EOF'
+Usage:
+  ./scripts/release-start.sh <patch|minor|major> [--dry-run] [--no-push] [--worktree-dir PATH]
+
+Examples:
+  ./scripts/release-start.sh patch
+  ./scripts/release-start.sh minor --dry-run
+  ./scripts/release-start.sh major --worktree-dir ../paperclip-release-1.0.0
+
+What it does:
+  - fetches the release remote and tags
+  - computes the next stable version from the latest stable tag
+  - creates or resumes branch release/X.Y.Z
+  - creates or resumes a dedicated worktree for that branch
+  - pushes the release branch to the remote by default
+
+Notes:
+  - Stable publishes freeze a release train. If vX.Y.Z already exists locally,
+    remotely, or on npm, this script refuses to reuse release/X.Y.Z.
+  - Use --no-push only if you intentionally do not want the release branch on
+    GitHub yet.
+EOF
+}
+
+while [ $# -gt 0 ]; do
+  case "$1" in
+    --dry-run) dry_run=true ;;
+    --no-push) push_branch=false ;;
+    --worktree-dir)
+      shift
+      [ $# -gt 0 ] || release_fail "--worktree-dir requires a path."
+      worktree_path="$1"
+      ;;
+    -h|--help)
+      usage
+      exit 0
+      ;;
+    *)
+      if [ -n "$bump_type" ]; then
+        release_fail "only one bump type may be provided."
+      fi
+      bump_type="$1"
+      ;;
+  esac
+  shift
+done
+
+if [[ ! "$bump_type" =~ ^(patch|minor|major)$ ]]; then
+  usage
+  exit 1
+fi
+
+release_remote="$(resolve_release_remote)"
+fetch_release_remote "$release_remote"
+
+last_stable_tag="$(get_last_stable_tag)"
+current_stable_version="$(get_current_stable_version)"
+target_stable_version="$(compute_bumped_version "$current_stable_version" "$bump_type")"
+target_canary_version="$(next_canary_version "$target_stable_version")"
+release_branch="$(release_branch_name "$target_stable_version")"
+release_tag="v$target_stable_version"
+
+if [ -z "$worktree_path" ]; then
+  worktree_path="$(default_release_worktree_path "$target_stable_version")"
+fi
+
+if stable_release_exists_anywhere "$target_stable_version" "$release_remote"; then
+  release_fail "release train $release_branch is frozen because $release_tag already exists locally, remotely, or version $target_stable_version is already on npm."
+fi
+
+branch_exists_local=false
+branch_exists_remote=false
+branch_worktree_path=""
+created_worktree=false
+created_branch=false
+pushed_branch=false
+
+if git_local_branch_exists "$release_branch"; then
+  branch_exists_local=true
+fi
+
+if git_remote_branch_exists "$release_branch" "$release_remote"; then
+  branch_exists_remote=true
+fi
+
+branch_worktree_path="$(git_worktree_path_for_branch "$release_branch")"
+if [ -n "$branch_worktree_path" ]; then
+  worktree_path="$branch_worktree_path"
+fi
+
+if [ -e "$worktree_path" ] && ! path_is_worktree_for_branch "$worktree_path" "$release_branch"; then
+  release_fail "path $worktree_path already exists and is not a worktree for $release_branch."
+fi
+
+if [ -z "$branch_worktree_path" ]; then
+  if [ "$dry_run" = true ]; then
+    if [ "$branch_exists_local" = true ] || [ "$branch_exists_remote" = true ]; then
+      release_info "[dry-run] Would add worktree $worktree_path for existing branch $release_branch"
+    else
+      release_info "[dry-run] Would create branch $release_branch from $release_remote/master"
+      release_info "[dry-run] Would add worktree $worktree_path"
+    fi
+  else
+    if [ "$branch_exists_local" = true ]; then
+      git -C "$REPO_ROOT" worktree add "$worktree_path" "$release_branch"
+    elif [ "$branch_exists_remote" = true ]; then
+      git -C "$REPO_ROOT" branch --track "$release_branch" "$release_remote/$release_branch"
+      git -C "$REPO_ROOT" worktree add "$worktree_path" "$release_branch"
+      created_branch=true
+    else
+      git -C "$REPO_ROOT" worktree add -b "$release_branch" "$worktree_path" "$release_remote/master"
+      created_branch=true
+    fi
+    created_worktree=true
+  fi
+fi
+
+if [ "$dry_run" = false ] && [ "$push_branch" = true ] && [ "$branch_exists_remote" = false ]; then
+  git -C "$worktree_path" push -u "$release_remote" "$release_branch"
+  pushed_branch=true
+fi
+
+if [ "$dry_run" = false ] && [ "$branch_exists_remote" = true ]; then
+  git -C "$worktree_path" branch --set-upstream-to "$release_remote/$release_branch" "$release_branch" >/dev/null 2>&1 || true
+fi
+
+release_info ""
+release_info "==> Release train"
+release_info "  Remote: $release_remote"
+release_info "  Last stable tag: ${last_stable_tag:-<none>}"
+release_info "  Current stable version: $current_stable_version"
+release_info "  Bump: $bump_type"
+release_info "  Target stable version: $target_stable_version"
+release_info "  Next canary version: $target_canary_version"
+release_info "  Branch: $release_branch"
+release_info "  Tag (reserved until stable publish): $release_tag"
+release_info "  Worktree: $worktree_path"
+release_info "  Release notes path: $worktree_path/releases/v${target_stable_version}.md"
+
+release_info ""
+release_info "==> Status"
+if [ -n "$branch_worktree_path" ]; then
+  release_info "  ✓ Reusing existing worktree for $release_branch"
+elif [ "$dry_run" = true ]; then
+  release_info "  ✓ Dry run only; no branch or worktree created"
+else
+  [ "$created_branch" = true ] && release_info "  ✓ Created branch $release_branch"
+  [ "$created_worktree" = true ] && release_info "  ✓ Created worktree $worktree_path"
+fi
+
+if [ "$branch_exists_remote" = true ]; then
+  release_info "  ✓ Remote branch already exists on $release_remote"
+elif [ "$dry_run" = true ] && [ "$push_branch" = true ]; then
+  release_info "  [dry-run] Would push $release_branch to $release_remote"
+elif [ "$push_branch" = true ] && [ "$pushed_branch" = true ]; then
+  release_info "  ✓ Pushed $release_branch to $release_remote"
+elif [ "$push_branch" = false ]; then
+  release_warn "release branch was not pushed. Stable publish will later refuse until the branch exists on $release_remote."
+fi
+
+release_info ""
+release_info "Next steps:"
+release_info "  cd $worktree_path"
+release_info "  Draft or update releases/v${target_stable_version}.md"
+release_info "  ./scripts/release-preflight.sh canary $bump_type"
+release_info "  ./scripts/release.sh $bump_type --canary"
+release_info ""
+release_info "Merge rule:"
+release_info "  Merge $release_branch back to master without squash or rebase so tag $release_tag remains reachable from master."

scripts/release.sh

@@ -15,6 +15,8 @@ set -euo pipefail
 # npm dist-tag "canary". Stable releases publish 1.2.3 under "latest".
 
 REPO_ROOT="$(cd "$(dirname "$0")/.." && pwd)"
+# shellcheck source=./release-lib.sh
+. "$REPO_ROOT/scripts/release-lib.sh"
 CLI_DIR="$REPO_ROOT/cli"
 TEMP_CHANGESET_FILE="$REPO_ROOT/.changeset/release-bump.md"
 TEMP_PRE_FILE="$REPO_ROOT/.changeset/pre.json"
@@ -40,6 +42,7 @@ Notes:
   - Canary publishes prerelease versions like 1.2.3-canary.0 under the npm
     dist-tag "canary".
   - Stable publishes 1.2.3 under the npm dist-tag "latest".
+  - Run this from branch release/X.Y.Z matching the computed target version.
   - Dry runs leave the working tree clean.
 EOF
 }
@@ -72,15 +75,6 @@ if [[ ! "$bump_type" =~ ^(patch|minor|major)$ ]]; then
   exit 1
 fi
 
-info() {
-  echo "$@"
-}
-
-fail() {
-  echo "Error: $*" >&2
-  exit 1
-}
-
 restore_publish_artifacts() {
   if [ -f "$CLI_DIR/package.dev.json" ]; then
     mv "$CLI_DIR/package.dev.json" "$CLI_DIR/package.json"
@@ -129,28 +123,22 @@ set_cleanup_trap() {
   trap cleanup_release_state EXIT
 }
 
-require_clean_worktree() {
-  if [ -n "$(git -C "$REPO_ROOT" status --porcelain)" ]; then
-    fail "working tree is not clean. Commit, stash, or remove changes before releasing."
-  fi
-}
-
 require_npm_publish_auth() {
   if [ "$dry_run" = true ]; then
     return
   fi
 
   if npm whoami >/dev/null 2>&1; then
-    info "  ✓ Logged in to npm as $(npm whoami)"
+    release_info "  ✓ Logged in to npm as $(npm whoami)"
     return
   fi
 
   if [ "${GITHUB_ACTIONS:-}" = "true" ]; then
-    info "  ✓ npm publish auth will be provided by GitHub Actions trusted publishing"
+    release_info "  ✓ npm publish auth will be provided by GitHub Actions trusted publishing"
     return
   fi
 
-  fail "npm publish auth is not available. Use 'npm login' locally or run from the GitHub release workflow."
+  release_fail "npm publish auth is not available. Use 'npm login' locally or run from the GitHub release workflow."
 }
 
 list_public_package_info() {
@@ -201,66 +189,6 @@ for (const [dir, name] of rows) {
 NODE
 }
 
-compute_bumped_version() {
-  node - "$1" "$2" <<'NODE'
-const current = process.argv[2];
-const bump = process.argv[3];
-const match = current.match(/^(\d+)\.(\d+)\.(\d+)$/);
-
-if (!match) {
-  throw new Error(`invalid semver version: ${current}`);
-}
-
-let [major, minor, patch] = match.slice(1).map(Number);
-
-if (bump === 'patch') {
-  patch += 1;
-} else if (bump === 'minor') {
-  minor += 1;
-  patch = 0;
-} else if (bump === 'major') {
-  major += 1;
-  minor = 0;
-  patch = 0;
-} else {
-  throw new Error(`unsupported bump type: ${bump}`);
-}
-
-process.stdout.write(`${major}.${minor}.${patch}`);
-NODE
-}
-
-next_canary_version() {
-  local stable_version="$1"
-  local versions_json
-
-  versions_json="$(npm view paperclipai versions --json 2>/dev/null || echo '[]')"
-
-  node - "$stable_version" "$versions_json" <<'NODE'
-const stable = process.argv[2];
-const versionsArg = process.argv[3];
-
-let versions = [];
-try {
-  const parsed = JSON.parse(versionsArg);
-  versions = Array.isArray(parsed) ? parsed : [parsed];
-} catch {
-  versions = [];
-}
-
-const pattern = new RegExp(`^${stable.replace(/\./g, '\\.')}-canary\\.(\\d+)$`);
-let max = -1;
-
-for (const version of versions) {
-  const match = version.match(pattern);
-  if (!match) continue;
-  max = Math.max(max, Number(match[1]));
-}
-
-process.stdout.write(`${stable}-canary.${max + 1}`);
-NODE
-}
-
 replace_version_string() {
   local from_version="$1"
   local to_version="$2"
@@ -311,25 +239,55 @@ for (const relFile of extraFiles) {
 NODE
 }
 
-LAST_STABLE_TAG="$(git -C "$REPO_ROOT" tag --list 'v*' --sort=-version:refname | head -1)"
-CURRENT_STABLE_VERSION="${LAST_STABLE_TAG#v}"
-if [ -z "$CURRENT_STABLE_VERSION" ]; then
-  CURRENT_STABLE_VERSION="0.0.0"
-fi
+PUBLISH_REMOTE="$(resolve_release_remote)"
+fetch_release_remote "$PUBLISH_REMOTE"
+
+LAST_STABLE_TAG="$(get_last_stable_tag)"
+CURRENT_STABLE_VERSION="$(get_current_stable_version)"
 
 TARGET_STABLE_VERSION="$(compute_bumped_version "$CURRENT_STABLE_VERSION" "$bump_type")"
 TARGET_PUBLISH_VERSION="$TARGET_STABLE_VERSION"
+CURRENT_BRANCH="$(git_current_branch)"
+EXPECTED_RELEASE_BRANCH="$(release_branch_name "$TARGET_STABLE_VERSION")"
+NOTES_FILE="$(release_notes_file "$TARGET_STABLE_VERSION")"
+RELEASE_TAG="v$TARGET_STABLE_VERSION"
 
 if [ "$canary" = true ]; then
   TARGET_PUBLISH_VERSION="$(next_canary_version "$TARGET_STABLE_VERSION")"
 fi
 
 if [ "$TARGET_STABLE_VERSION" = "$CURRENT_STABLE_VERSION" ]; then
-  fail "next stable version matches the current stable version. Refusing to publish."
+  release_fail "next stable version matches the current stable version. Refusing to publish."
 fi
 
 if [[ "$TARGET_PUBLISH_VERSION" == "${CURRENT_STABLE_VERSION}-canary."* ]]; then
-  fail "canary versions must be derived from the next stable version, never ${CURRENT_STABLE_VERSION}-canary.N."
+  release_fail "canary versions must be derived from the next stable version, never ${CURRENT_STABLE_VERSION}-canary.N."
+fi
+
+require_clean_worktree
+ensure_release_branch_for_version "$TARGET_STABLE_VERSION"
+
+if git_local_tag_exists "$RELEASE_TAG" || git_remote_tag_exists "$RELEASE_TAG" "$PUBLISH_REMOTE"; then
+  release_fail "release train $EXPECTED_RELEASE_BRANCH is frozen because tag $RELEASE_TAG already exists locally or on $PUBLISH_REMOTE."
+fi
+
+if npm_version_exists "$TARGET_STABLE_VERSION"; then
+  release_fail "stable version $TARGET_STABLE_VERSION is already published on npm. Refusing to reuse release train $EXPECTED_RELEASE_BRANCH."
+fi
+
+if [ "$canary" = false ] && [ ! -f "$NOTES_FILE" ]; then
+  release_fail "stable release notes file is required at $NOTES_FILE before publishing stable."
+fi
+
+if [ "$canary" = true ] && [ ! -f "$NOTES_FILE" ]; then
+  release_warn "stable release notes file is missing at $NOTES_FILE. Draft it before you finalize stable."
+fi
+
+if ! git_remote_branch_exists "$EXPECTED_RELEASE_BRANCH" "$PUBLISH_REMOTE"; then
+  if [ "$canary" = false ] && [ "$dry_run" = false ]; then
+    release_fail "remote branch $EXPECTED_RELEASE_BRANCH does not exist on $PUBLISH_REMOTE. Run ./scripts/release-start.sh $bump_type first or push the branch before stable publish."
+  fi
+  release_warn "remote branch $EXPECTED_RELEASE_BRANCH does not exist on $PUBLISH_REMOTE yet."
 fi
 
 PUBLIC_PACKAGE_INFO="$(list_public_package_info)"
@@ -337,33 +295,36 @@ PUBLIC_PACKAGE_NAMES="$(printf '%s\n' "$PUBLIC_PACKAGE_INFO" | cut -f2)"
 PUBLIC_PACKAGE_DIRS="$(printf '%s\n' "$PUBLIC_PACKAGE_INFO" | cut -f1)"
 
 if [ -z "$PUBLIC_PACKAGE_INFO" ]; then
-  fail "no public packages were found in the workspace."
+  release_fail "no public packages were found in the workspace."
 fi
 
-info ""
-info "==> Release plan"
-info "  Last stable tag: ${LAST_STABLE_TAG:-<none>}"
-info "  Current stable version: $CURRENT_STABLE_VERSION"
+release_info ""
+release_info "==> Release plan"
+release_info "  Remote: $PUBLISH_REMOTE"
+release_info "  Current branch: ${CURRENT_BRANCH:-<detached>}"
+release_info "  Expected branch: $EXPECTED_RELEASE_BRANCH"
+release_info "  Last stable tag: ${LAST_STABLE_TAG:-<none>}"
+release_info "  Current stable version: $CURRENT_STABLE_VERSION"
 if [ "$canary" = true ]; then
-  info "  Target stable version: $TARGET_STABLE_VERSION"
-  info "  Canary version: $TARGET_PUBLISH_VERSION"
-  info "  Guard: canary is derived from next stable version, not ${CURRENT_STABLE_VERSION}-canary.N"
+  release_info "  Target stable version: $TARGET_STABLE_VERSION"
+  release_info "  Canary version: $TARGET_PUBLISH_VERSION"
+  release_info "  Guard: canary is derived from next stable version, not ${CURRENT_STABLE_VERSION}-canary.N"
 else
-  info "  Stable version: $TARGET_STABLE_VERSION"
+  release_info "  Stable version: $TARGET_STABLE_VERSION"
 fi
 
-info ""
-info "==> Step 1/7: Preflight checks..."
-require_clean_worktree
-info "  ✓ Working tree is clean"
+release_info ""
+release_info "==> Step 1/7: Preflight checks..."
+release_info "  ✓ Working tree is clean"
+release_info "  ✓ Branch matches release train"
 require_npm_publish_auth
 
 if [ "$dry_run" = true ] || [ "$canary" = true ]; then
   set_cleanup_trap
 fi
 
-info ""
-info "==> Step 2/7: Creating release changeset..."
+release_info ""
+release_info "==> Step 2/7: Creating release changeset..."
 {
   echo "---"
   while IFS= read -r pkg_name; do
@@ -378,10 +339,10 @@ info "==> Step 2/7: Creating release changeset..."
     echo "Stable release preparation for $TARGET_STABLE_VERSION"
   fi
 } > "$TEMP_CHANGESET_FILE"
-info "  ✓ Created release changeset for $(printf '%s\n' "$PUBLIC_PACKAGE_NAMES" | sed '/^$/d' | wc -l | xargs) packages"
+release_info "  ✓ Created release changeset for $(printf '%s\n' "$PUBLIC_PACKAGE_NAMES" | sed '/^$/d' | wc -l | xargs) packages"
 
-info ""
-info "==> Step 3/7: Versioning packages..."
+release_info ""
+release_info "==> Step 3/7: Versioning packages..."
 cd "$REPO_ROOT"
 if [ "$canary" = true ]; then
   npx changeset pre enter canary
@@ -397,12 +358,12 @@ fi
 
 VERSION_IN_CLI_PACKAGE="$(node -e "console.log(require('$CLI_DIR/package.json').version)")"
 if [ "$VERSION_IN_CLI_PACKAGE" != "$TARGET_PUBLISH_VERSION" ]; then
-  fail "versioning drift detected. Expected $TARGET_PUBLISH_VERSION but found $VERSION_IN_CLI_PACKAGE."
+  release_fail "versioning drift detected. Expected $TARGET_PUBLISH_VERSION but found $VERSION_IN_CLI_PACKAGE."
 fi
-info "  ✓ Versioned workspace to $TARGET_PUBLISH_VERSION"
+release_info "  ✓ Versioned workspace to $TARGET_PUBLISH_VERSION"
 
-info ""
-info "==> Step 4/7: Building workspace artifacts..."
+release_info ""
+release_info "==> Step 4/7: Building workspace artifacts..."
 cd "$REPO_ROOT"
 pnpm build
 bash "$REPO_ROOT/scripts/prepare-server-ui-dist.sh"
@@ -410,49 +371,49 @@ for pkg_dir in server packages/adapters/claude-local packages/adapters/codex-loc
   rm -rf "$REPO_ROOT/$pkg_dir/skills"
   cp -r "$REPO_ROOT/skills" "$REPO_ROOT/$pkg_dir/skills"
 done
-info "  ✓ Workspace build complete"
+release_info "  ✓ Workspace build complete"
 
-info ""
-info "==> Step 5/7: Building publishable CLI bundle..."
+release_info ""
+release_info "==> Step 5/7: Building publishable CLI bundle..."
 "$REPO_ROOT/scripts/build-npm.sh" --skip-checks
-info "  ✓ CLI bundle ready"
+release_info "  ✓ CLI bundle ready"
 
-info ""
+release_info ""
 if [ "$dry_run" = true ]; then
-  info "==> Step 6/7: Previewing publish payloads (--dry-run)..."
+  release_info "==> Step 6/7: Previewing publish payloads (--dry-run)..."
   while IFS= read -r pkg_dir; do
     [ -z "$pkg_dir" ] && continue
-    info "  --- $pkg_dir ---"
+    release_info "  --- $pkg_dir ---"
     cd "$REPO_ROOT/$pkg_dir"
     npm pack --dry-run 2>&1 | tail -3
   done <<< "$PUBLIC_PACKAGE_DIRS"
   cd "$REPO_ROOT"
   if [ "$canary" = true ]; then
-    info "  [dry-run] Would publish ${TARGET_PUBLISH_VERSION} under dist-tag canary"
+    release_info "  [dry-run] Would publish ${TARGET_PUBLISH_VERSION} under dist-tag canary"
   else
-    info "  [dry-run] Would publish ${TARGET_PUBLISH_VERSION} under dist-tag latest"
+    release_info "  [dry-run] Would publish ${TARGET_PUBLISH_VERSION} under dist-tag latest"
   fi
 else
   if [ "$canary" = true ]; then
-    info "==> Step 6/7: Publishing canary to npm..."
+    release_info "==> Step 6/7: Publishing canary to npm..."
     npx changeset publish
-    info "  ✓ Published ${TARGET_PUBLISH_VERSION} under dist-tag canary"
+    release_info "  ✓ Published ${TARGET_PUBLISH_VERSION} under dist-tag canary"
   else
-    info "==> Step 6/7: Publishing stable release to npm..."
+    release_info "==> Step 6/7: Publishing stable release to npm..."
     npx changeset publish
-    info "  ✓ Published ${TARGET_PUBLISH_VERSION} under dist-tag latest"
+    release_info "  ✓ Published ${TARGET_PUBLISH_VERSION} under dist-tag latest"
   fi
 fi
 
-info ""
+release_info ""
 if [ "$dry_run" = true ]; then
-  info "==> Step 7/7: Cleaning up dry-run state..."
-  info "  ✓ Dry run leaves the working tree unchanged"
+  release_info "==> Step 7/7: Cleaning up dry-run state..."
+  release_info "  ✓ Dry run leaves the working tree unchanged"
 elif [ "$canary" = true ]; then
-  info "==> Step 7/7: Cleaning up canary state..."
-  info "  ✓ Canary state will be discarded after publish"
+  release_info "==> Step 7/7: Cleaning up canary state..."
+  release_info "  ✓ Canary state will be discarded after publish"
 else
-  info "==> Step 7/7: Finalizing stable release commit..."
+  release_info "==> Step 7/7: Finalizing stable release commit..."
   restore_publish_artifacts
 
   git -C "$REPO_ROOT" add -u .changeset packages server cli
@@ -462,23 +423,24 @@ else
 
   git -C "$REPO_ROOT" commit -m "chore: release v$TARGET_STABLE_VERSION"
   git -C "$REPO_ROOT" tag "v$TARGET_STABLE_VERSION"
-  info "  ✓ Created commit and tag v$TARGET_STABLE_VERSION"
+  release_info "  ✓ Created commit and tag v$TARGET_STABLE_VERSION"
 fi
 
-info ""
+release_info ""
 if [ "$dry_run" = true ]; then
   if [ "$canary" = true ]; then
-    info "Dry run complete for canary ${TARGET_PUBLISH_VERSION}."
+    release_info "Dry run complete for canary ${TARGET_PUBLISH_VERSION}."
   else
-    info "Dry run complete for stable v${TARGET_STABLE_VERSION}."
+    release_info "Dry run complete for stable v${TARGET_STABLE_VERSION}."
   fi
 elif [ "$canary" = true ]; then
-  info "Published canary ${TARGET_PUBLISH_VERSION}."
-  info "Install with: npx paperclipai@canary onboard"
-  info "Stable version remains: $CURRENT_STABLE_VERSION"
+  release_info "Published canary ${TARGET_PUBLISH_VERSION}."
+  release_info "Install with: npx paperclipai@canary onboard"
+  release_info "Stable version remains: $CURRENT_STABLE_VERSION"
 else
-  info "Published stable v${TARGET_STABLE_VERSION}."
-  info "Next steps:"
-  info "  git push origin HEAD:master --follow-tags"
-  info "  ./scripts/create-github-release.sh $TARGET_STABLE_VERSION"
+  release_info "Published stable v${TARGET_STABLE_VERSION}."
+  release_info "Next steps:"
+  release_info "  git push ${PUBLISH_REMOTE} HEAD --follow-tags"
+  release_info "  ./scripts/create-github-release.sh $TARGET_STABLE_VERSION"
+  release_info "  Open a PR from ${EXPECTED_RELEASE_BRANCH} to master and merge without squash or rebase"
 fi

server/package.json

@@ -23,7 +23,7 @@
   ],
   "scripts": {
     "dev": "tsx src/index.ts",
-    "dev:watch": "PAPERCLIP_MIGRATION_PROMPT=never tsx watch --ignore ../ui/node_modules --ignore ../ui/.vite --ignore ../ui/dist src/index.ts",
+    "dev:watch": "cross-env PAPERCLIP_MIGRATION_PROMPT=never tsx watch --ignore ../ui/node_modules --ignore ../ui/.vite --ignore ../ui/dist src/index.ts",
     "prepare:ui-dist": "bash ../scripts/prepare-server-ui-dist.sh",
     "build": "tsc",
     "prepack": "pnpm run prepare:ui-dist",
@@ -64,6 +64,7 @@
     "@types/node": "^24.6.0",
     "@types/supertest": "^6.0.2",
     "@types/ws": "^8.18.1",
+    "cross-env": "^10.1.0",
     "supertest": "^7.0.0",
     "tsx": "^4.19.2",
     "typescript": "^5.7.3",

server/src/__tests__/codex-local-adapter-environment.test.ts

@@ -4,6 +4,8 @@ import os from "node:os";
 import path from "node:path";
 import { testEnvironment } from "@paperclipai/adapter-codex-local/server";
 
+const itWindows = process.platform === "win32" ? it : it.skip;
+
 describe("codex_local environment diagnostics", () => {
   it("creates a missing working directory when cwd is absolute", async () => {
     const cwd = path.join(
@@ -29,4 +31,45 @@ describe("codex_local environment diagnostics", () => {
     expect(stats.isDirectory()).toBe(true);
     await fs.rm(path.dirname(cwd), { recursive: true, force: true });
   });
+
+  itWindows("runs the hello probe when Codex is available via a Windows .cmd wrapper", async () => {
+    const root = path.join(
+      os.tmpdir(),
+      `paperclip-codex-local-probe-${Date.now()}-${Math.random().toString(16).slice(2)}`,
+    );
+    const binDir = path.join(root, "bin");
+    const cwd = path.join(root, "workspace");
+    const fakeCodex = path.join(binDir, "codex.cmd");
+    const script = [
+      "@echo off",
+      "echo {\"type\":\"thread.started\",\"thread_id\":\"test-thread\"}",
+      "echo {\"type\":\"item.completed\",\"item\":{\"type\":\"agent_message\",\"text\":\"hello\"}}",
+      "echo {\"type\":\"turn.completed\",\"usage\":{\"input_tokens\":1,\"cached_input_tokens\":0,\"output_tokens\":1}}",
+      "exit /b 0",
+      "",
+    ].join("\r\n");
+
+    try {
+      await fs.mkdir(binDir, { recursive: true });
+      await fs.writeFile(fakeCodex, script, "utf8");
+
+      const result = await testEnvironment({
+        companyId: "company-1",
+        adapterType: "codex_local",
+        config: {
+          command: "codex",
+          cwd,
+          env: {
+            OPENAI_API_KEY: "test-key",
+            PATH: `${binDir}${path.delimiter}${process.env.PATH ?? ""}`,
+          },
+        },
+      });
+
+      expect(result.status).toBe("pass");
+      expect(result.checks.some((check) => check.code === "codex_hello_probe_passed")).toBe(true);
+    } finally {
+      await fs.rm(root, { recursive: true, force: true });
+    }
+  });
 });

server/src/routes/health.ts

@@ -1,7 +1,7 @@
 import { Router } from "express";
 import type { Db } from "@paperclipai/db";
-import { count, sql } from "drizzle-orm";
-import { instanceUserRoles } from "@paperclipai/db";
+import { and, count, eq, gt, isNull, sql } from "drizzle-orm";
+import { instanceUserRoles, invites } from "@paperclipai/db";
 import type { DeploymentExposure, DeploymentMode } from "@paperclipai/shared";
 
 export function healthRoutes(
@@ -27,6 +27,7 @@ export function healthRoutes(
     }
 
     let bootstrapStatus: "ready" | "bootstrap_pending" = "ready";
+    let bootstrapInviteActive = false;
     if (opts.deploymentMode === "authenticated") {
       const roleCount = await db
         .select({ count: count() })
@@ -34,6 +35,23 @@ export function healthRoutes(
         .where(sql`${instanceUserRoles.role} = 'instance_admin'`)
         .then((rows) => Number(rows[0]?.count ?? 0));
       bootstrapStatus = roleCount > 0 ? "ready" : "bootstrap_pending";
+
+      if (bootstrapStatus === "bootstrap_pending") {
+        const now = new Date();
+        const inviteCount = await db
+          .select({ count: count() })
+          .from(invites)
+          .where(
+            and(
+              eq(invites.inviteType, "bootstrap_ceo"),
+              isNull(invites.revokedAt),
+              isNull(invites.acceptedAt),
+              gt(invites.expiresAt, now),
+            ),
+          )
+          .then((rows) => Number(rows[0]?.count ?? 0));
+        bootstrapInviteActive = inviteCount > 0;
+      }
     }
 
     res.json({
@@ -42,6 +60,7 @@ export function healthRoutes(
       deploymentExposure: opts.deploymentExposure,
       authReady: opts.authReady,
       bootstrapStatus,
+      bootstrapInviteActive,
       features: {
         companyDeletionEnabled: opts.companyDeletionEnabled,
       },

server/tsconfig.json

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

skills/release-changelog/SKILL.md

@@ -106,6 +106,25 @@ Guidelines:
 - 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:
@@ -124,10 +143,29 @@ Template:
 ## 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:

skills/release/SKILL.md

@@ -13,10 +13,11 @@ 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 release commit and tag
+- pushing the stable branch commit and tag
 - GitHub Release creation via `scripts/create-github-release.sh`
 - website / announcement follow-up tasks
 
@@ -36,8 +37,9 @@ Before proceeding, verify all of the following:
 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. npm publish rights are available locally, or the GitHub release workflow is being used with trusted publishing.
-6. If running through Paperclip, you have issue context for status updates and follow-up task creation.
+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.
 
@@ -54,13 +56,15 @@ Collect these inputs up front:
 
 Paperclip now uses this release model:
 
-1. Draft the **stable** changelog as `releases/vX.Y.Z.md`
-2. Publish one or more **prerelease canaries** such as `X.Y.Z-canary.0`
-3. Smoke test the canary via Docker
-4. Publish the stable version `X.Y.Z`
-5. Push the release commit and tag
-6. Create the GitHub Release
-7. Complete website and announcement surfaces
+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:
 
@@ -69,7 +73,13 @@ Critical consequence:
 
 ## Step 1 — Decide the Stable Version
 
-Run release preflight first:
+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}
@@ -120,9 +130,11 @@ 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:
+Run from the `release/X.Y.Z` branch:
 
 ```bash
 ./scripts/release.sh {patch|minor|major} --canary --dry-run
@@ -200,12 +212,14 @@ Stable publish does **not** push the release for you.
 After stable publish succeeds:
 
 ```bash
-git push origin HEAD:master --follow-tags
+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:

tsconfig.base.json

@@ -0,0 +1,18 @@
+{
+  "compilerOptions": {
+    "target": "ES2023",
+    "module": "NodeNext",
+    "moduleResolution": "NodeNext",
+    "esModuleInterop": true,
+    "strict": true,
+    "skipLibCheck": true,
+    "declaration": true,
+    "declarationMap": true,
+    "sourceMap": true,
+    "outDir": "dist",
+    "rootDir": "src",
+    "forceConsistentCasingInFileNames": true,
+    "resolveJsonModule": true,
+    "isolatedModules": true
+  }
+}

tsconfig.json

@@ -1,18 +1,18 @@
 {
-  "compilerOptions": {
-    "target": "ES2023",
-    "module": "NodeNext",
-    "moduleResolution": "NodeNext",
-    "esModuleInterop": true,
-    "strict": true,
-    "skipLibCheck": true,
-    "declaration": true,
-    "declarationMap": true,
-    "sourceMap": true,
-    "outDir": "dist",
-    "rootDir": "src",
-    "forceConsistentCasingInFileNames": true,
-    "resolveJsonModule": true,
-    "isolatedModules": true
-  }
+  "extends": "./tsconfig.base.json",
+  "files": [],
+  "references": [
+    { "path": "./packages/adapter-utils" },
+    { "path": "./packages/shared" },
+    { "path": "./packages/db" },
+    { "path": "./packages/adapters/claude-local" },
+    { "path": "./packages/adapters/codex-local" },
+    { "path": "./packages/adapters/cursor-local" },
+    { "path": "./packages/adapters/openclaw-gateway" },
+    { "path": "./packages/adapters/opencode-local" },
+    { "path": "./packages/adapters/pi-local" },
+    { "path": "./server" },
+    { "path": "./ui" },
+    { "path": "./cli" }
+  ]
 }

ui/src/App.tsx

@@ -32,14 +32,15 @@ import { queryKeys } from "./lib/queryKeys";
 import { useCompany } from "./context/CompanyContext";
 import { useDialog } from "./context/DialogContext";
 
-function BootstrapPendingPage() {
+function BootstrapPendingPage({ hasActiveInvite = false }: { hasActiveInvite?: boolean }) {
   return (
     <div className="mx-auto max-w-xl py-10">
       <div className="rounded-lg border border-border bg-card p-6">
         <h1 className="text-xl font-semibold">Instance setup required</h1>
         <p className="mt-2 text-sm text-muted-foreground">
-          No instance admin exists yet. Run this command in your Paperclip environment to generate
-          the first admin invite URL:
+          {hasActiveInvite
+            ? "No instance admin exists yet. A bootstrap invite is already active. Check your Paperclip startup logs for the first admin invite URL, or run this command to rotate it:"
+            : "No instance admin exists yet. Run this command in your Paperclip environment to generate the first admin invite URL:"}
         </p>
         <pre className="mt-4 overflow-x-auto rounded-md border border-border bg-muted/30 p-3 text-xs">
 {`pnpm paperclipai auth bootstrap-ceo`}
@@ -55,6 +56,15 @@ function CloudAccessGate() {
     queryKey: queryKeys.health,
     queryFn: () => healthApi.get(),
     retry: false,
+    refetchInterval: (query) => {
+      const data = query.state.data as
+        | { deploymentMode?: "local_trusted" | "authenticated"; bootstrapStatus?: "ready" | "bootstrap_pending" }
+        | undefined;
+      return data?.deploymentMode === "authenticated" && data.bootstrapStatus === "bootstrap_pending"
+        ? 2000
+        : false;
+    },
+    refetchIntervalInBackground: true,
   });
 
   const isAuthenticatedMode = healthQuery.data?.deploymentMode === "authenticated";
@@ -78,7 +88,7 @@ function CloudAccessGate() {
   }
 
   if (isAuthenticatedMode && healthQuery.data?.bootstrapStatus === "bootstrap_pending") {
-    return <BootstrapPendingPage />;
+    return <BootstrapPendingPage hasActiveInvite={healthQuery.data.bootstrapInviteActive} />;
   }
 
   if (isAuthenticatedMode && !sessionQuery.data) {

ui/src/api/health.ts

@@ -4,6 +4,7 @@ export type HealthStatus = {
   deploymentExposure?: "private" | "public";
   authReady?: boolean;
   bootstrapStatus?: "ready" | "bootstrap_pending";
+  bootstrapInviteActive?: boolean;
   features?: {
     companyDeletionEnabled?: boolean;
   };

ui/src/components/OnboardingWizard.tsx

@@ -500,10 +500,6 @@ export function OnboardingWizard() {
     setLoading(false);
     reset();
     closeOnboarding();
-    if (createdCompanyPrefix && createdIssueRef) {
-      navigate(`/${createdCompanyPrefix}/issues/${createdIssueRef}`);
-      return;
-    }
     if (createdCompanyPrefix) {
       navigate(`/${createdCompanyPrefix}/dashboard`);
       return;