92 Commits

Include renames

Author	SHA1	Message	Date
3 people	b06ea111a2	fix(server): schedule skill cache retention from changes and saved deadlines (#17923) ... <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/83/changes/paperclip/83 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server caches saved skill versions on disk so runs can restore their exact instructions. > - The old retention owner scans company rows every hour, even after all caches are protected or removed. > - Cache publication, version changes, and pin release already have local or transaction-owned boundaries. > - Grace windows and terminal controller leases already have saved timestamps. > - This pull request uses those changes and deadlines to drive the existing bounded prune service. > - Idle retention stops SQL and directory reads while pending cleanup remains recoverable. ## Linked Issues or Issue Description Stack slice 64. Parent: #17876 (`codex/sleep-63-agent-timer-deadlines`). Related: #15625 establishes transaction-owned work signals. #17907 independently keeps an active cache-lock transaction alive; this PR preserves that lock and does not duplicate that repair. **What happened?** At parent `31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`, skill-version retention has an hourly company scan, a startup timeout, and separate continuation timers. Empty or permanently protected caches still cause recurring SQL. **Expected behavior** Reconstruct once, inspect changed companies, and schedule saved access/staging grace or terminal controller deadlines. Stop recurring work when no timed or uncertain obligation remains. Keep current/newest/agent/run protection, restorable-byte validation, cache locking, final pin revalidation, atomic rename, and trash recovery. **Steps to reproduce** Start an enabled server with no cached versions, or only current/pinned versions. After the initial scan, advance an hour. The old interval selects companies again. The new worker has no deadline and performs no retention SQL or directory scan in that state. ## What Changed - Signal the missing-local-source reconciliation deletion in its transaction. Limit fresh scans of a successfully observed company to one per thirty seconds. Keep one-second page continuations and actual saved deadlines independent. Empty or uncertain passes do not delay first publication. - Restart a company scan if drain interrupts inspection or post-rename trash cleanup. Restore bounded candidate/byte logging with dry-run mode. Three controlled cases failed before repair and the complete 34-case retention suite passes afterward. - Register retention through the delivery coordinator and shared scheduler. Remove the hourly, startup, and continuation timers from `index.ts`. Track startup work without delaying readiness. Stop delivery work before closing retained iterators. - Keep one active company cursor and bounded 50-entry passes. Preserve observed deadlines across pages and bound company discovery to 51 rows per page. Retain concrete company failures and incomplete pins for retry. - Report saved grace and terminal controller deadlines from the existing cache owner. PostgreSQL remains the controller-lease authority. Current/newest/agent pins do not arm unrelated lease checks. - Wake on cache publication, rejected materialization, and access markers. Signal version creation/deletion and agent configuration/hire changes in their owning transactions. Extend existing instruction, finalization/environment, and retained-session fanouts with company hints. - Route reused provider-task prior-owner retirement through `writeEnvironmentCleanup`, so that supported pin-release write also settles a notification. - Add an optional scope callback to `registerDeadlineWork`. Existing consumers omit it and keep their behavior. The feature owns persistence predicates; startup only registers it. Add no table or migration. Full producer audit, shared-contract explanation, lifecycle evidence, and limitations: [`doc/plans/2026-10-27-skill-version-retention-sleep-audit.md`](doc/plans/2026-10-27-skill-version-retention-sleep-audit.md). ## Verification - Reconciled all existing sleep changes with actual master `7e27bc5007c8f9cb8cdce06c24f9813e27f7120f` through normal merges. All 24 retention-owned and 95 unrelated upstream paths are preserved; package, UI, E2E and map trees equal master. - Combined-source qualification: **1,009 TypeScript cases across 42 complete files**, plus **28 Rust cases** in two targets. One intentional Linux-inotify-only adapter case is skipped on this macOS host. Coverage includes actual retention/cache/producer/runtime behavior, startup, shared deadline consumers, changed OpenCode/observability and native execution boundaries. - After the subsequent task-index/task-read upstream merges, **85 cases across six complete files** passed on final source `d9277b1858a2230bdb726974c90a0c9bc5c5ebe6`: real retention/cache/work, task reads/query behavior and concurrent migration repair. Counts overlap earlier coverage. Fresh PostgreSQL 17 schemas apply all 413 journal entries through index 414. - Database/adapter/Runner builds, production server and Runner typechecking, module boundaries, target migration order and generated TypeScript/Rust release-profile consistency pass. Selected source hashes and temporary fixture imports restore exactly. - Reproduced and repaired Greptile's own-company due-cleanup P2 with identical old-worker-failing/new-worker-passing assertions. The 30-second ordinary scan floor remains; already-due cleanup receives its owed scan and disarms afterward. Earlier 799-case and fresh-blank-plugin acceptance remain in the audit. - **Inherited validation exception:** the separate Copilot source-identity check fails after upstream OpenCode reserved-environment changes; all 72 identity inputs equal current master. No provider release attestation is regenerated or new live qualification claimed here. Required exact-head CI/security and Greptile 5/5 still must pass. - Historical results, repair details and limitations remain in [the retention audit](doc/plans/2026-10-27-skill-version-retention-sleep-audit.md). No full local repository-suite, live provider, production-load, external-alarm, measured suspend/wake or fleet-savings claim. - CI on the prior published head found four connection-review assertions racing the concealed conversation after reload. Its fresh Greptile/Ponytail reviews were both 5/5, but the failing browser gate was not waived or retried unchanged. The fixture now foregrounds the task tab and waits for visible history before retaining all existing saved-result assertions. The full file passes four journeys locally; the controlled-restart case is intentionally skipped by the default configuration. Original local journeys also passed unchanged, so no deterministic local red reproduction is claimed. See the audit for CI failure artifacts and scope. Runtime and prior sleep-test sources remain unchanged. ## Risks - Supported live writers are the existing service/API owners in one process. Independent SQL/FS writers need an ingress contract. Startup reconstruction covers restarts. - Notifications cause a bounded inspection; they do not authorize deletion. Durable pin predicates and the cache lock remain authoritative. - A database clock behind application time can require another one-second check of the concrete expired controller lease. Unknown pins, lock contention, and failed inspection retain retries until resolved. - The in-process scheduler cannot wake stopped compute. This PR preserves Cloud sleep-safety gates and external-alarm coverage. It does not prove deployed suspension or fleet savings. Cache reclamation can wait until a supported wake when compute is stopped. - Native-harness backup retention and the other remaining duties are separate stack slices. ## Model Used OpenAI Codex (GPT-6-based coding agent), using repository inspection, normal Git merges, composition proofs, a controlled red/green regression and complete PostgreSQL/filesystem integration suites. No subagents were used in this reconciliation. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 10:14:12 -05:00
3 people	ba07f85cad	perf: schedule agent timers from durable deadlines (#17876) ... <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/58/changes/paperclip/58 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent timers must start due work and preserve queue admission rules. > - The server woke their scan on every heartbeat interval, even with no eligible timer. > - Idle scans keep the database and instance active. > - This pull request derives the next deadline from saved policy and work records. > - Supported producer transactions notify the shared coordinator when eligibility changes. > - An idle timer worker stops scanning and resumes when real work or a deadline requires it. ## Linked Issues or Issue Description Refs #17863. This is slice 63 of the recurring-work migration and follows the merged issue-monitor deadline PR. Related: #16632 changes timer issue scope; #16881 changes live-run eligibility. This PR preserves the current admission policy. Those policy changes are separate work. A future time-sensitive predicate must expose its next transition deadline. **What existing behavior does this improve?** Agent timer heartbeat scheduling in the server. **Current behavior** A recurring heartbeat wakes the timer scan even when companies are paused, timers are disabled, or no actionable task exists. **Proposed behavior** Register the earliest eligible interval or positive daily-cap reset deadline. Re-read on supported producer commits and startup. Leave no recurring database scan when no timer obligation remains. ## What Changed - Keep policy and deadline calculation in the heartbeat queue. Scheduling retains company, reporting-chain, worktree, and CAS gates. - Use the existing deadline coordinator. Remove only the timer wake from the server heartbeat loop. - Notify before existing transaction writes that change eligibility or deadlines. Cover configuration, lifecycle, company budgets, task ownership, recovery, conversations, accounting corrections, and completion. - Use the lifecycle status-change hook for saved hire rejection. Cover checkout's second adoption transaction after an initial failed CAS. - Preserve pending work through idle and maintenance drains. Check cancellation between due agents. Reconstruct on restart. - Document the supported writer model and producer inventory. Add no schema, table, or provider branch. ## Verification - **1,710 passing cases across 49 complete files**, no skips, on accepted source `32db86c1974dcbf794f01a8c5e42024e2ad071fc`. Coverage includes real timer policy/CAS/producers, monitor and shared deadline consumers, native reconstruction, Slack lifecycle, skills/settings/configuration, queue isolation and agent lifecycle. - Database build, production server typechecking/build, module boundaries, target migration order and Runner profile identity pass. Twenty-nine fresh PostgreSQL 17 schemas plus per-file fixtures applied all 412 journal entries through index 413; all selected source hashes and temporary fixture imports were restored exactly. - Four new deadline composition cases verify future/overdue timing, minimum scan spacing and disarming. A controlled mutation dropping only the inherited continuation option fails; the composed source passes with identical assertions and timers. - Normal parent reconciliation preserves task-drain expiry and both deadline contracts. The final monitor-parent publication changes only its audit, preserving every qualified runtime and selected test source. - Historical failures and review corrections remain in [the timer audit](doc/idle-agent-timers.md). No full local repository-suite, live provider, measured suspend/wake, external-alarm or fleet-savings claim. Final-head CI/security, exact-head Greptile 5/5 and actionable Ponytail findings remain separate merge gates. ## Risks - Process-local notifications cover supported service/API writers in one server process. Direct SQL and independent replicas need an explicit ingress contract. Startup reconstruction is not live cross-process notification. - Notifications can batch for up to the configured heartbeat interval. Known deadlines retain their scheduler path; failed reconciliation retains bounded retry. - Enabled timers without an actionable-work requirement remain real recurring obligations. Zero caps require policy changes; positive reached caps use UTC midnight. - The timer fixture substitutes adapter enqueue. Existing admission tests also pass, but this is not deployed provider or sleep qualification. - Cloud does not gain legacy agent timer alarms in this PR. Existing sleep-safety blockers remain. No database/host suspension or fleet savings claim is made. - Parent-stack CI and review must pass before merge. This PR does not authorize merging its dependencies. ## Model Used OpenAI Codex (GPT-6-based coding agent), using repository inspection, normal Git merges, composition proofs, a controlled red/green regression and complete PostgreSQL integration suites. No subagents were used in this reconciliation. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 08:58:27 -05:00
3 people	c8b7afee06	fix(server): schedule native environment lease settlement (#17801) ... <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/24/changes/paperclip/24 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip manages AI agents and the resources used by their work. > - Native run completion has several independent settlement duties. > - The recurring run reaper repeated environment-release discovery for completed native history. > - Existing lease rows already record releases that still need work. > - This pull request wakes the existing release owners from committed changes and schedules only unfinished release debt. > - Completed history becomes quiet while stop evidence, workspace preservation, and retention policy keep their existing owners. ## Linked Issues or Issue Description Refs: #17793, #17717. **What problem does this solve?** Periodic native finalization replay calls environment release even when no lease needs work. This adds recurring database traffic to an idle instance. **What is the proposed solution?** Register one scoped worker on the existing delivery coordinator. Discover work from native finalizations and existing environment leases. Wake it from native, lease, and settings transactions. Keep the release owner's saved pending-cleanup deadlines. Keep retries only while a concrete lease still needs settlement. **What alternatives have you considered?** A slower unconditional scan still queries idle history. A new job table duplicates existing lease truth. Replacing the compound callback would also change runtime-service and agent-status duties; those remain separate slices. This is slice 58. Parent #17793 has merged. This publication targets master and preserves that landed prerequisite. Fresh current-head checks and review remain required. ## What Changed - Keep ordinary company-only finalization hints out of environment settlement. Prove zero candidate SQL after quiet and preserve real lease delivery. - Reuse the existing durable destroy claim for run-owned cleanup, excluding concurrent attempts and fencing late receipts while preserving cleanup recovery. - Scope lease cleanup notifications to their company/run so settlement does not rediscover the entire backlog after each release. - Read only `nativeWorkspaceSync` and `workspaceExportRetry` JSON fields when discovering environment cleanup. Preserve saved run data and existing release decisions. - Reuse the environment runtime's release predicate for discovery. Add no table or independent timer. - Wake from existing finalization, projection, lifecycle, recovery, lease, and settings transaction boundaries. Simple lease acquisition now uses a transaction too. - Preserve recorded retention policy, pending-cleanup deadlines, original lease/provider ownership, and current release guards. - Re-read durable lease state after a release. A logged or swallowed per-lease failure does not discharge the obligation. - Delegate only periodic environment release. Preserve default live/manual behavior, runtime-service release, and agent-status callbacks. - Add an owner/producer/lifecycle audit and real database tests. ## Verification Accepted production source: `9596fa022b57feea026c4728c80bdc36037b804f`. Publication head: `fb252c8b0e52ce355e7d98db2e392e4831f99c61`. The actual parent squash is adopted by a normal merge with the complete accepted child tree unchanged. Only audit text follows. - **4,172 distinct cases in 64 complete server files pass**, plus **20 selected chat cases** (4,192 selected total). The main batch reports 3,440 passes and 49 skips. Both complete Stop/read files then pass 51 + 6 cases on separate fresh databases through their supported override. Their eight pure cases are counted once; skipped cases are never counted as passes. Separate process recovery passes 410; review response passes 273. The other 1,794 chat cases were not run locally. - **Quiet producer proof:** the controlled unscoped baseline fails with three candidate SELECTs after three routine company-only hints. The scoped case performs zero, releases a real eligible committed-run lease, and returns to quiet. The same test hash spans red and green. - **Static gates pass:** database build; server typecheck/build; module boundaries; migration order; current Copilot profile identity. Packages equal the accepted parent byte for byte. - **Fresh fixtures:** 39 prepared PostgreSQL 17 databases plus fresh helper-owned databases. The schema has all 412 journal entries through index/tag 0413_tired_kronos. All 65 original test hashes restore exactly; the indirect Stop fixture is also hashed. No assertion or timeout changes. - **Preserved records:** original 49 skips and their completed coverage remain documented. Parent handoff timeout and prior chat-idle failure records remain in their owning audits. This does not claim full repository, full chat, live provider, or deployed sleep acceptance. - [Current integration and native lease audit](https://github.com/paperclipai/paperclip/blob/fb252c8b0e52ce355e7d98db2e392e4831f99c61/doc/plans/2026-10-26-native-environment-settlement-sleep.md#current-master-integration-and-native-lease-quiet-proof-2026-10-29). Fresh CI, security, and exact-head Greptile 5/5 must pass before merge. <details><summary>Earlier revision verification and failure history</summary> Receiver failure fairness: a controlled 1,100 ms batch reproduced a 30-second delay for healthy due receivers. The worker now supplies its existing per-item deadline through `nextRunAtOnError`. All 20 receiver lifecycle tests pass on the owner and combined tip `31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production typechecking passes on the owner. The failed receiver retains its own backoff, and settled receivers return to zero recurring SQL. The five-second assertion budget is unchanged. See [the owning audit](https://github.com/paperclipai/paperclip/blob/6f3a0b8de149fb5620f15909473eb7c4455b9824/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch). Current-head CI and review remain required. Approved delegated Test-tab calls now evaluate caller and target policies in the existing claim transaction. Real HTTP regressions first showed a missing caller charge and shared-limit self-rejection. All 78 connection-management cases and 92 gateway cases now pass on the owning branch, along with server production typechecking. All 78 connection-management cases also pass at combined tip `d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover shared charges, separate charges, rollback on denial, duplicate approval, and rejection of a later authorized call. Intermediate counter/identity fixture failures and a reused-database Slack collision are recorded in [the owning audit](https://github.com/paperclipai/paperclip/blob/ae9bff1c06e34702f64a399e58b45a657c133bd1/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes). The earlier combined checks below remain evidence for their stated revisions. Current-head CI and review remain required. Inherited voice-cleanup verification: the controlled slow-provider regression and all 13 lifecycle tests passed on its owner and combined tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only the fixture clock advancement and its audit note. Current head: `6f3a0b8de149fb5620f15909473eb7c4455b9824`. This remains a single-duty PR stacked on #17793. - Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5` with normal merges. Every branch passed generated-schema checks and its target-branch migration-order gate. Existing SQL is unchanged; the 25 stack migrations follow master’s new migration. - Duty-specific producer coverage, lifecycle tests, and earlier failure records: [2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/7e619453567e078a7d745f28bfe8e5ede571f282/doc/plans/2026-10-24-recurring-server-sleep-stack.md), [2026-10-26-native-environment-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/7e619453567e078a7d745f28bfe8e5ede571f282/doc/plans/2026-10-26-native-environment-settlement-sleep.md). - Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355 startup/cancellation/recovery/dispatch/preservation tests**, **75 connection-management tests**, and production server typechecking pass. These combined checks do not mean every intermediate PR independently ran the full repository suite. - Real master-to-stack database upgrade passes: **379 unchanged prior migration receipts plus 25 new migrations**, with the gateway responsibility fixture preserved. - Owning-branch checks: 84 runner installation/settlement cases plus runner typechecking and generated TypeScript/Rust profile agreement; 253 GitHub review workflow cases. Stop-attribution and held-worker readiness regressions failed before their fixes. - Failure accounting: the initial combined run passed 349 cases and failed six idle assertions in a reused preservation database containing old cancelled runs. Repeating the combined command with a fresh preservation database passed. Earlier invalid project selection, merge import/type errors, and the interrupted full local suite are not counted as passing checks. - **Latest-head CI and review remain required.** Prior CI findings include GitHub idle observation, route teardown, attention cleanup, touch-picker E2E, workspace health, and voice-cleanup timing; local passes do not erase those failures. No full local repository-suite, deployed sleep, fleet cost, or live Copilot qualification claim is made. </details> ## Risks - Existing lease owners retain destruction claims, provider identity, stop evidence, retention policy, and pending-cleanup deadlines. Incorrect changes here can release a live resource or lose a cleanup obligation. - Logged or swallowed release failures remain concrete debt. Real retries must retain their saved floor across unrelated hints. - In-process signals do not cover independent SQL or other replicas without ingress. - This delegates only periodic environment settlement. Runtime-service and agent-status duties remain separate. Existing Cloud blockers remain; no deployed sleep, database suspension, external alarm coverage, or cost savings is claimed. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code execution, real PostgreSQL tests, and GitHub tools. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes:` / `Refs:` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 06:37:48 -05:00
3 people	829f9e7eaf	fix(server): settle Muse terminal assignments from committed changes (#17793) ... <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/12/changes/paperclip/12 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its external-agent module owns Muse assignments, operation receipts, and worker holds. > - Running assignments and retained terminal history must not cause an empty maintenance scan every five seconds. > - Terminal run changes and operation results already have durable database transactions. > - This pull request wakes the existing maintenance worker from those commits and reconstructs work at startup. > - The worker retries only concrete settlement debt. It retains qualification deadlines and authority checks. ## Linked Issues or Issue Description Refs: #17772. This is slice 57. Parent #17772 has merged. Related: #17000, #17525, #17752, #17758. The publication targets master and preserves the merged parent. **What existing behavior does this improve?** Muse terminal assignment settlement and the existing Muse maintenance worker. **Current behavior** A running assignment can keep maintenance scanning every five seconds. Terminal reconciliation rewrites unchanged history. Native finalization also calls that reconciliation during periodic replay. Discovery excludes a revoked original binding even when its assignment still needs settlement. **Proposed behavior** Committed run changes and operation receipts wake the existing worker with the original company, run or binding identity. Startup reconstructs actionable work from existing rows. Maintenance processes bounded batches and disarms after settlement. Default live and manual callbacks remain. The periodic callback delegates this one duty. **Reason and benefit** Configured but idle instances stop querying for this obligation. Late receipts, restarts, drain and historical bindings still have recovery paths. No table or independent timer is added. **Breaking changes** No schema, endpoint or provider protocol changes. Explicit manual reconciliation retains its unbounded default. This does not alter Cloud sleep admission or claim that all instance work can sleep. ## What Changed - Add an owner predicate shared by discovery and locked settlement. Fenced private-worker uncertainty remains held without an automatic retry loop. - Preserve original binding generation and company/agent/run identity, including revoked bindings. Fence only the terminal assignment during reconciliation. - Extend existing maintenance with scoped hints, bounded batches, concrete-debt retry, startup reconstruction and quiet drain behavior. - Register notifications inside existing terminal, projection, cancellation, operation-result and send-failure transactions. Keep qualification and OAuth signals explicitly global when coalesced with scoped changes. - Serialize only four domain IDs. Real native-finalizer tests caught and prevent a circular-object serialization failure at this boundary. - Use existing restore/worktree suppression and settings reactivation. Delegate both periodic finalizer branches while retaining resource callbacks and default live/manual settlement. - Add the producer audit and regression evidence in `doc/plans/2026-10-26-muse-terminal-settlement-sleep.md`. ## Verification Accepted production source: `584015018ed4a9d57d2b0f192b75847503b54e53`. Publication head: `305014b030d6c5eb891c70bc57036f4192d4fdad`. Normal adoption of the actual parent squash preserves the complete accepted child tree. Only audit text, a migration-count clarification, and the proved Photon test extension follow. - **3,715 distinct cases in 52 complete server files pass**, plus **20 selected chat cases** (3,735 selected total). The main 49-file batch passes 3,008; process recovery passes 410; review response passes 273; the full Photon file passes 24. The other 1,794 chat cases were not run locally. - **Quiet producer proof:** moving only the Muse fanout outside its parent guard produces six candidate SELECTs and fails the regression. Keeping the guard yields zero and still settles a real terminal run. The same test hash spans the controlled red/green pair. - **Photon review evidence:** repeated active callbacks produce zero settlement hints/candidate SQL. Three concurrent attention recoveries produce exactly one of each. The existing locked attention guard was correct; production needed no fix. The parent security check accepted the resolved finding before merge. This PR keeps the additional settlement queue in the existing regression. - **Static checks pass:** database build; server typecheck/build; module boundaries; migration order; current Copilot identity. Packages equal the accepted parent byte for byte. No new live provider qualification is claimed. - **Fixtures and failures:** 34 fresh PostgreSQL 17 fixtures have 412 applied migration receipts through tag 0413_tired_kronos, plus fresh per-call helper fixtures. All 52 original test hashes restore exactly. The additional Photon test hash matches its passing proof. Earlier remote chat passive-idle failure remains recorded; both passive/missing cases pass in the new selection. Parent handoff timeout/fresh-file-pass accounting remains in its audit. No assertion or timeout was weakened. - [Integration and quiet producer audit](https://github.com/paperclipai/paperclip/blob/305014b030d6c5eb891c70bc57036f4192d4fdad/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md#current-master-integration-and-quiet-producers-2026-10-29). Fresh CI, security, and exact-head Greptile 5/5 must pass before merge. <details><summary>Earlier revision verification and failure history</summary> Receiver failure fairness: a controlled 1,100 ms batch reproduced a 30-second delay for healthy due receivers. The worker now supplies its existing per-item deadline through `nextRunAtOnError`. All 20 receiver lifecycle tests pass on the owner and combined tip `31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production typechecking passes on the owner. The failed receiver retains its own backoff, and settled receivers return to zero recurring SQL. The five-second assertion budget is unchanged. See [the owning audit](https://github.com/paperclipai/paperclip/blob/f7477933469fdc960f555425dce66eff25a94e54/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch). Current-head CI and review remain required. Approved delegated Test-tab calls now evaluate caller and target policies in the existing claim transaction. Real HTTP regressions first showed a missing caller charge and shared-limit self-rejection. All 78 connection-management cases and 92 gateway cases now pass on the owning branch, along with server production typechecking. All 78 connection-management cases also pass at combined tip `d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover shared charges, separate charges, rollback on denial, duplicate approval, and rejection of a later authorized call. Intermediate counter/identity fixture failures and a reused-database Slack collision are recorded in [the owning audit](https://github.com/paperclipai/paperclip/blob/bbd31dea5ef3a4875950a87b4636af8b6bde858e/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes). The earlier combined checks below remain evidence for their stated revisions. Current-head CI and review remain required. Inherited voice-cleanup verification: the controlled slow-provider regression and all 13 lifecycle tests passed on its owner and combined tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only the fixture clock advancement and its audit note. Current head: `f7477933469fdc960f555425dce66eff25a94e54`. This remains a single-duty PR stacked on #17772. - Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5` with normal merges. Every branch passed generated-schema checks and its target-branch migration-order gate. Existing SQL is unchanged; the 25 stack migrations follow master’s new migration. - Duty-specific producer coverage, lifecycle tests, and earlier failure records: [2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-24-recurring-server-sleep-stack.md), [2026-10-26-muse-terminal-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md). - Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355 startup/cancellation/recovery/dispatch/preservation tests**, **75 connection-management tests**, and production server typechecking pass. These combined checks do not mean every intermediate PR independently ran the full repository suite. - Real master-to-stack database upgrade passes: **379 unchanged prior migration receipts plus 25 new migrations**, with the gateway responsibility fixture preserved. - Owning-branch checks: 84 runner installation/settlement cases plus runner typechecking and generated TypeScript/Rust profile agreement; 253 GitHub review workflow cases. Stop-attribution and held-worker readiness regressions failed before their fixes. - Failure accounting: the initial combined run passed 349 cases and failed six idle assertions in a reused preservation database containing old cancelled runs. Repeating the combined command with a fresh preservation database passed. Earlier invalid project selection, merge import/type errors, and the interrupted full local suite are not counted as passing checks. - **Latest-head CI and review remain required.** Prior CI findings include GitHub idle observation, route teardown, attention cleanup, touch-picker E2E, workspace health, and voice-cleanup timing; local passes do not erase those failures. No full local repository-suite, deployed sleep, fleet cost, or live Copilot qualification claim is made. </details> ## Risks - In-process signals do not capture independent SQL or other replicas. Supported external events still need ingress. - Pending assignments and operation receipts retain their original binding identity. A new agent configuration cannot take their ownership. - Genuine qualification, OAuth, and recovery deadlines remain obligations. They must not be discarded merely to make the worker quiet. - The parent coarse-hint guard prevents recurring Muse discovery; real company/binding authority changes retain their signals. - No full local repository suite, full chat suite, live Muse or Copilot qualification, deployed sleep, database suspension, external alarm coverage, or cost savings is claimed. Existing Cloud blockers remain. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code execution, real PostgreSQL tests, and GitHub tools. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 06:18:40 -05:00
3 people	4d0847c4ca	fix(server): settle external conversations from committed work (#17772) ... <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/6/changes/paperclip/6 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip manages AI agents and the tasks that they execute. > - External conversations must become idle after an authorized response is published and all related work is complete. > - Native replay and stranded-task recovery still discover this settlement work through recurring scans. > - A new deadline worker must preserve response ordering, monitor handoffs, and unfinished work. > - This pull request gives settlement one shared readiness predicate and activates its worker from committed changes. > - Existing rows provide recovery truth. No new table or per-feature timer is added. > - The benefit is a settlement worker that becomes quiet and resumes when relevant work changes. ## Linked Issues or Issue Description Refs #17758. This is slice 56. Slice 55 has merged. Related: #17606 (chat milestones), #17663 (bounded run reads), #17665 (monitor proof), and #13809 (answered Slack conversation lifecycle). The provider applicability remains Slack and Speko-owned conversations. This does not extend Telegram settlement from #16559. **What happened?** Conversation settlement depended on periodic native replay and generic task recovery. An exhausted monitor also cleared its schedule before recovery admission. During that gap, an answered conversation could look finished. Failed or deferred admission lost the monitor schedule. **Expected behavior** Relevant committed changes activate settlement. The worker uses the owning service's evidence and becomes quiet when no settlement is owed. Monitor recovery stays pending until admission, and restart does not admit an already accepted recovery twice. **Steps to reproduce** 1. Create an active external conversation with a successful run and an authorized published response. 2. Keep execution, approval, a goal, or a monitor pending. Let the settlement worker become quiet. 3. Resolve that prerequisite through its owning service. Verify that the conversation settles without another periodic sweep. 4. Delay or fail exhausted-monitor recovery admission. Verify that the monitor remains pending and the conversation cannot settle during the handoff. **Paperclip version or commit** Accepted production source: `50f4432ed88537b8d522cf1dce24c33588db0bac`. Parent #17758 merged as `8ac5a128e66fb672e88106412f76cf278599bfc4`. The publication adopts that actual squash through a normal merge with an unchanged complete child tree. ## What Changed - Preserve quiet after coarse company-only maintenance hints. The shared inbound-notice and response-availability helpers keep settlement enabled by default. Only the milestone dispatcher suppresses their duplicate settlement fanout. Its scoped issue-review signal and the explicit company-authority signal still wake real work. Four database cases prove both quiet and real company-wide producer delivery. - Preserve source-generation checks for chat handoff, task-before-comment locking, issue-scoped decision invalidation, and current conversation event columns from master. - Track initial external conversation settlement through shutdown without blocking HTTP readiness on endpoint or task locks. - Reuse the real queue's coalesced recovery receipt after restart, without admitting the same monitor recovery again. - Share the existing conversation readiness predicate between bounded discovery and locked settlement. Preserve current provider policy, run/publication proof, company boundaries, and endpoint-to-issue lock order. - Register a scoped deadline worker through the delivery coordinator. Preserve startup, restore/worktree suppression, drain/resume, failure recovery, and joined shutdown. - Extend existing review, milestone, wake-notice, and finalization signals. Add notifications at independent issue, comment, goal, session, and wake-receipt unblocks. - Keep monitor owner recovery pending until guarded admission. Reuse an accepted receipt for the same monitor schedule after restart, even when its limit reason changes; retain compatibility with legacy receipt keys. Commit board escalation and its monitor clear together. - Delegate periodic native settlement while preserving resource callbacks. Keep direct/manual defaults and preserve generic recovery ordering with a read-only readiness guard. - Add the producer and lifecycle audit in `doc/plans/2026-10-26-external-conversation-settlement-sleep.md` and update the stack ledger. ## Verification Accepted production source: `50f4432ed88537b8d522cf1dce24c33588db0bac`. Publication head: `b256bb52647affd9f5279ea8c40f48bbe40f031f`. The complete accepted child tree stays unchanged when adopting merged parent #17758. This publication adds only the audit document. - **3,129 distinct cases in 37 complete server files pass**, plus **18 selected chat-response cases** (3,147 selected cases). The other 1,796 chat cases were not run locally. Full settlement, queue, scheduling, run-state, goals, interactions, task Retry, decision targets, status reassessment, workspace, process recovery, and review consumers are covered. - **Preserved failure:** the first 35-file command passed 2,445 cases and timed out one restored-work handoff at its existing 15-second limit. That aggregate command failed. The unchanged full 89-case actions file then passed on a fresh fixture; the affected case took 22 ms. Root cause was not established. No timeout or assertion changed. The 34 other files passed originally. Distinct counts exclude duplicate actions passes. Fresh CI remains a separate gate. - **Indirect wake regression:** the original unconditional baseline failed two quiet checks. Guards alone left the chat case failing with three candidate queries. The final controlled indirect baseline fails one of four cases; the repair passes all four with the same test hash. Positive controls preserve real company-only producers. - **Source and fixture controls:** all 38 selected test files restore to their exact committed hashes after fixture imports. Fresh PostgreSQL 17 fixtures use 413 migrations. All five manual merge resolutions preserve current authority, locking, and event-column contracts. - **Static checks pass:** database build; server typecheck and build; module boundaries; migration order; Copilot profile identity. Runner packages equal the accepted parent byte for byte. No new Runner/package qualification is claimed. - [Current integration and wake audit](https://github.com/paperclipai/paperclip/blob/b256bb52647affd9f5279ea8c40f48bbe40f031f/doc/plans/2026-10-26-external-conversation-settlement-sleep.md#current-master-integration-and-indirect-wake-audit-2026-10-29). Latest-head CI and exact-head Greptile 5/5 must pass before merge. <details><summary>Earlier revision verification and preserved failure history</summary> Receiver failure fairness: a controlled 1,100 ms batch reproduced a 30-second delay for healthy due receivers. The worker now supplies its existing per-item deadline through `nextRunAtOnError`. All 20 receiver lifecycle tests pass on the owner and combined tip `31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production typechecking passes on the owner. The failed receiver retains its own backoff, and settled receivers return to zero recurring SQL. The five-second assertion budget is unchanged. See [the owning audit](https://github.com/paperclipai/paperclip/blob/83204a67880d980cfbea3771cee19a3cda0022b7/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch). Current-head CI and review remain required. Approved delegated Test-tab calls now evaluate caller and target policies in the existing claim transaction. Real HTTP regressions first showed a missing caller charge and shared-limit self-rejection. All 78 connection-management cases and 92 gateway cases now pass on the owning branch, along with server production typechecking. All 78 connection-management cases also pass at combined tip `d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover shared charges, separate charges, rollback on denial, duplicate approval, and rejection of a later authorized call. Intermediate counter/identity fixture failures and a reused-database Slack collision are recorded in [the owning audit](https://github.com/paperclipai/paperclip/blob/ef9ae5767430d0093efc736ae0b303ba5afaae65/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes). The earlier combined checks below remain evidence for their stated revisions. Current-head CI and review remain required. Inherited voice-cleanup verification: the controlled slow-provider regression and all 13 lifecycle tests passed on its owner and combined tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only the fixture clock advancement and its audit note. Current head: `83204a67880d980cfbea3771cee19a3cda0022b7`. This remains a single-duty PR stacked on #17758. - Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5` with normal merges. Every branch passed generated-schema checks and its target-branch migration-order gate. Existing SQL is unchanged; the 25 stack migrations follow master’s new migration. - Duty-specific producer coverage, lifecycle tests, and earlier failure records: [2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/d6d8e4ffa6b330ebf4647aec997ee2dde6abc321/doc/plans/2026-10-24-recurring-server-sleep-stack.md), [2026-10-26-external-conversation-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/d6d8e4ffa6b330ebf4647aec997ee2dde6abc321/doc/plans/2026-10-26-external-conversation-settlement-sleep.md). - Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355 startup/cancellation/recovery/dispatch/preservation tests**, **75 connection-management tests**, and production server typechecking pass. These combined checks do not mean every intermediate PR independently ran the full repository suite. - Real master-to-stack database upgrade passes: **379 unchanged prior migration receipts plus 25 new migrations**, with the gateway responsibility fixture preserved. - Owning-branch checks: 84 runner installation/settlement cases plus runner typechecking and generated TypeScript/Rust profile agreement; 253 GitHub review workflow cases. Stop-attribution and held-worker readiness regressions failed before their fixes. - Failure accounting: the initial combined run passed 349 cases and failed six idle assertions in a reused preservation database containing old cancelled runs. Repeating the combined command with a fresh preservation database passed. Earlier invalid project selection, merge import/type errors, and the interrupted full local suite are not counted as passing checks. - **Latest-head CI and review remain required.** Prior CI findings include GitHub idle observation, route teardown, attention cleanup, touch-picker E2E, workspace health, and voice-cleanup timing; local passes do not erase those failures. No full local repository-suite, deployed sleep, fleet cost, or live Copilot qualification claim is made. </details> ## Risks - Signals cover supported in-process writers. They do not supply change capture for independent SQL or other replicas. - Real company-wide changes can inspect active candidates. Coarse maintenance hints do not activate settlement. Configured idle and retained history must remain quiet. - Monitor receipt binding and admission order must preserve company, agent, issue, and exact schedule identity. Current parent handoff locks and source-generation checks remain intact. - The local restored-work timeout is retained above. A fresh full-file pass does not establish its cause; latest-head CI must also pass. - Generic recovery and Muse/resource duties remain separate slices. This does not make the whole server idle. Existing Cloud sleep blockers remain. No deployed sleep, database suspension, external alarm coverage, fleet cost, or live provider qualification claim is made. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code execution, PostgreSQL tests, and GitHub tools. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 06:02:43 -05:00
3 people	8ac5a128e6	fix(server): resolve native finalization notices from committed wakes (#17758) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native finalization can commit before its recovery notice is resolved. > - The periodic orphan pass revisits committed runs to resolve those notices. > - Retained completed history should not require repeated discovery. > - This PR moves that one duty to transaction wakes and concrete failure retries. > - Existing notice rows reconstruct work after restart. The action service still owns resolution. > - Other completion and resource duties keep their current recovery paths. ## Linked Issues or Issue Description Refs #17752 (stack parent: committed run projection), #17748 (accepted-result commit), and #17734 (workspace finalization). These are distinct recovery obligations. This slice incorporates parent #17752 at `a49a2dac13b0e1c19da5d3d6b435c781703b1c0b`, now merged as `50fe32684d2d4e1db129e3c1bb455571344a0c09`. Related #17724 retires obsolete exact-session notices for terminal runs with no result and preserves their replay hold. This slice resolves notices after a result committed; it does not change that no-replay policy. **Current behavior** Committed native finalization recovery repeatedly inspects active watchdog notices. A notice can also be updated in place to describe a different run, so resolving a previously selected ID alone is unsafe. **Proposed behavior** Wake a scoped worker from relevant committed writes. Reconstruct active finalization notices at startup. Resolve only the current notice after the native owner rechecks its binding under lifecycle locks. Stop scheduled work when no matching obligation remains. **Reason and benefit** Notice recovery becomes quiet after settlement and reacts to real changes without a polling delay. Reused notices remain attached to their current incident. This does not claim that every remaining server duty or the host can sleep yet. ## What Changed - Track the initial recovery-notice sweep through shutdown without blocking HTTP readiness on task locks. - Require issue/run scope for ordinary finalization fanout. Routine company-only hints leave dormant notices quiet; dedicated owner and explicit settings signals retain their scopes. - Extract the native finalization notice predicate and resolution owner. Keep the existing recovery-action service responsible for writing the resolution. - Bind candidates by company, issue and run. Require a committed result and an active or escalated finalization notice. Exclude held ownership, pending status effects and unfinished run projection. - Recheck coordinator, issue, run and matching actions under locks. A newer incident cannot be resolved from a stale candidate snapshot. - Use the shared scoped worker, transaction signals, retry backoff and lifecycle handling. Add no table, per-feature timer or provider branch. - Signal action insertion, update, supersession and resolution; finalization and effect changes; run projection and ownership release; issue changes; settings activation; and the recovery route that reopens an action. - Preserve no-op resolution quiet. Serialize only the three supported notification IDs, even when a caller supplies a larger internal object. - Delegate only notice resolution from the periodic path. Keep manual/default finalization and other completion/resource work. - Add real PostgreSQL producer, concurrency and lifecycle coverage and a detailed audit. ## Verification - Current local source `730e00a7b007a36d188ca0a328ef050d3a25d1ee` incorporates the parent with a normal merge. All 1,209 parent-only, eight owned-only and 12 automatic shared paths are preserved. The two manual paths retain both chat import sets and scope the new notice fanout. The entire package tree matches parent profile 80 byte-for-byte. - Controlled real-database regression: original notice-only unscoped fanout produces three candidate SELECTs for routine company hints. The same zero-query assertion passes after restoring scoped fanout. The real notice writer then creates and resolves an action for a committed run and returns to quiet. Both phases restore production bytes exactly; the 22 cases outside this focused pattern are not counted as passing there. - The complete main command passes **1,873 cases in 21 files**, without skips, in 309.69 seconds. It includes all 23 notice-worker cases, full presentation/ownership read coverage, 88 startup cases, and the projection/result/physical-work consumers. Process recovery passes 410 in 163.54 seconds and external-chat response passes 273 in 53.48 seconds. Total complete-file acceptance: **2,556 cases in 23 complete files**, with no skips. The additional focused chat selection passes 18 cases in 13.44 seconds; 1,796 unselected chat cases do not count. Total selected passes: **2,574**. Normal merge `a0f2b3f4348b078219a53d8cc135c84202ba505e` adopts actual parent ancestry with this complete tested child tree unchanged. - The chat selection covers the real reply/notice row-lock regression, Slack and Telegram response recovery, current-authority denial cases, exact canonical response binding and internal GitHub attachment navigation. Other cases in the giant chat file remain unselected; this is not full chat-suite acceptance. - Production server typecheck, build, module boundaries, migration order and source identity checks pass. Twenty dedicated PostgreSQL 17 databases use the unchanged migration 413 schema. Embedded-only invocations use the existing fresh-per-call recovery helper. All temporary imports restore exactly and all 24 selected test hashes match after completion. No assertion or timeout is relaxed. - Parent package acceptance remains applicable: 130 passing installation/compatibility/transport cases, 22 installed ACPX/Grok contract cases and 26 native-provider Rust cases. One existing opt-in closed Pi snapshot case is skipped because its distribution root is unset. This does not qualify a live provider. - Failure history and scope are retained in `doc/plans/2026-10-26-native-recovery-notice-sleep-audit.md`. Current-head acceptance: all 57 checks are clean, including protected CI and security. Greptile gives 5/5 on `2a8777bbed8b1e10810e3d6d99aae3f25b4854ef`, with no actionable findings. Prior scores do not substitute. No Ponytail verdict is present under the authorized missing-review policy. No full local repository suite, deployed sleep, expanded Cloud wake coverage or measured savings is claimed. ## Risks - Resolution takes coordinator, issue, run and action locks in the native recovery order. Contention must preserve the current incident; the real concurrent-upsert and competing-resolver cases exercise this boundary. - Process-local signals cover instrumented application writers. They do not add support for independent SQL writers or replicas without supported ingress. Startup reconstructs the existing durable rows. - Completed finalization is not proof that external conversation settlement, Muse reconciliation or physical cleanup finished. Those obligations retain their owners and recovery paths. - Discovery uses narrow keyset pages. No fleet benchmark, host suspension or cost reduction is claimed. Cloud wake coverage remains unchanged. - Parent #17752 has merged. This PR targets master at `50fe32684d2d4e1db129e3c1bb455571344a0c09`. Fresh current-head CI and review must pass before the authorized protected merge. ## Model Used OpenAI Codex, GPT-6 family, with repository tools and code execution. The exact serving model ID and context-window size are not exposed in this session. No subagent was used for this slice. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 05:35:01 -05:00
3 people	50fe32684d	fix(server): wake committed native run projection from durable changes (#17752) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A native run has separate result acceptance, task decision, run status, and resource settlement steps. > - A task decision can commit before its run status is saved. > - Recovery currently revisits committed decisions through the periodic orphan pass. > - This PR gives the existing run projection repair its own transaction-driven worker. > - Existing records reconstruct unfinished work after restart. Completed history becomes quiet. > - Other completion and resource obligations keep their existing recovery paths. ## Linked Issues or Issue Description Refs #17748 (stack parent: accepted-result commit), #17734 (workspace finalization), and #17717 (retained session cleanup). Related #17614 preserves terminal notifications. This slice is prepared on current parent #17748 at `b2efdb2dbbbef5b2227ffa2bd2a9a6cfe3867fe2`; the parent has merged as `28e38da7e6bdd6af4092dda56bc2be05bed47af5`. **Current behavior** The native recovery pass revisits committed decisions to repair the heartbeat-run status and metadata. A crash between decision and run writes creates real work, but periodic scanning also revisits retained history. **Proposed behavior** Wake projection repair after committed producer changes. Reconstruct mismatches on startup and settings activation. Retry concrete failures through the shared scheduler. Keep the run projection before resource settlement. **Reason and benefit** The repair worker performs no recurring SQL after its work settles. A real decision, effect settlement, or ownership release reactivates it. This is one worker migration; it does not establish host or database suspension. ## What Changed - Extract the existing projection predicate and write into their native-runtime owner. The finalizer keeps initial metadata enrichment and task decision authority. - Discover accepted, committed, mismatched run projections with company, issue and run bindings. Exclude pending status effects and held runner ownership. Read narrow fields instead of whole result payloads. - Use existing transaction hints, scoped delivery scheduling, failure backoff and lifecycle handling. Add no tables or per-feature timers. - Require issue/run scope for ordinary finalization fanout. Routine company-only hints leave dormant projection quiet; explicit settings and dedicated producer signals keep their existing contract. - Connect finalization, pending effects, lifecycle status writes, issue changes and worktree execution activation. Preserve outer transaction commit and rollback behavior. - Lock the current run before deciding which terminal event and completion time to save. Concurrent live and recovery projection must not announce the same transition twice. - Delegate only already-committed projection from the periodic pass. Its candidate scan uses the same pending predicate to defer remaining consequences and cleanup until projection finishes. - Add real PostgreSQL producer, race and lifecycle tests plus an owner audit. ## Verification - Current local source `a83b9449233a275176e637c765059f414305d7c1` incorporates the parent with a normal merge. All 1,208 parent-only, seven owned-only and ten automatic shared paths are preserved. The only manual conflict keeps new projection fanout inside the ordinary issue/run guard. The complete package tree matches parent profile 80 byte-for-byte. - Controlled real-database regression: the original projection-only unscoped fanout produces three candidate SELECTs for routine company hints. The same zero-query assertion passes with scoped fanout. A real committed result then repairs the run and emits one terminal event before returning to quiet. Production bytes restore exactly in both phases. Twenty cases outside that focused pattern are not counted as passing there. - The complete main command passes **1,830 cases in 19 files**, without skips, in 301.14 seconds. It includes all 21 projection cases, 85 startup cases, required quality review and heartbeat run lifecycle, plus physical-work and result-commit consumers. Separate process recovery passes 410 in 163.58 seconds and external-chat response passes 273 in 53.26 seconds. Total: **2,513 distinct passes in 21 complete files**, with no skips. Normal merge `d4b46fd29cb23126d556cc3aeb883e6b41f1a8a5` adopts the actual parent squash with this entire tested child tree unchanged. - Production server typecheck, build, module boundaries, migration order and source identity checks pass. Seventeen dedicated PostgreSQL 17 databases use the unchanged migration 413 schema. Embedded-only calls use the existing fresh-per-call recovery helper. All temporary imports restore byte-exact and all 21 selected test hashes match after completion. No assertion or timeout is relaxed. - Parent package acceptance remains applicable: 130 passing installation/compatibility/transport cases, 22 installed ACPX/Grok contract cases and 26 native-provider Rust cases. One pre-existing opt-in closed Pi snapshot case is skipped because its distribution root is not configured. No live provider qualification is claimed. - The owner audit at `doc/plans/2026-10-26-native-run-projection-sleep-audit.md` retains prior failures and their disposition. Current-head acceptance: all 57 checks are clean, including protected CI and security. Greptile gives 5/5 on `a49a2dac13b0e1c19da5d3d6b435c781703b1c0b`, with no actionable findings. Old scores do not substitute. No Ponytail verdict is present under the authorized missing-review policy. - These checks do not claim a full local repository suite, deployed suspension, expanded Cloud wake coverage or measured cost savings. ## Risks - Process-local signals cover instrumented application writers. Independent SQL writers and replicas without supported ingress are not newly covered. Durable startup reconstruction remains enabled. - Projection must precede remaining committed resource settlement. The real reconciler test proves the periodic path defers cleanup while projection is pending and resumes it after repair. - Status decisions, external conversation settlement, watchdog resolution, Muse reconciliation and resource release keep their own authority and recovery. A committed result alone is not proof of completed cleanup. - Candidate discovery uses narrow bounded pages. There is no large-fleet performance or deployed sleep claim. Existing Cloud wake coverage and sleep blockers remain unchanged. - Parent #17748 has merged. This PR targets master at `28e38da7e6bdd6af4092dda56bc2be05bed47af5`. Current-head CI and review must pass before the authorized protected merge. ## Model Used OpenAI Codex, GPT-6 family, with repository tools and code execution. The exact serving model ID and context-window size are not exposed in this session. No subagent was used for this slice. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 05:10:16 -05:00
3 people	28e38da7e6	fix(server): wake native result commits from durable work (#17748) ... ## Thinking Path > - Paperclip manages AI agents and preserves their results through failures. > - Native completion must save workspace output before it commits the accepted result. > - The orphan recovery pass repeatedly revisits this work even when the subsystem is idle. > - Accepted results, workspace receipts, retry dates and leases already provide durable truth. > - This PR wakes a scoped worker from those writes and schedules only real unfinished work. > - It preserves existing finalization authority and keeps later projection and resource recovery separate. ## Linked Issues or Issue Description Refs #17734 and #17717. This is slice 53 of the existing sleep stack, targeting master after parent #17734 merged at `a019d00a393b57f531afe8dd8ab0b8a1820d1c4c`. A current search found no duplicate accepted-result commit PR. **What problem does this solve?** Native accepted-result recovery currently depends on periodic orphan scanning. Quiet instances keep doing work to discover that no result needs a commit. **What improvement do you propose?** Use the shared delivery coordinator with transaction-bound producer signals. Reconstruct unfinished results at startup. Preserve saved retry and lease deadlines. Remove only uncommitted-result execution from the periodic pass. **Why is this useful?** The accepted-result worker becomes quiet with no work or retained completed history. Real results and completed workspace operations reactivate it without a polling delay. This does not claim that the whole server or database can sleep yet. ## What Changed - Track the initial result-commit sweep through shutdown without blocking HTTP readiness on recovery locks. - Keep ordinary company-only finalization hints from reconstructing dormant result work. Existing company settings and dedicated owner signals remain supported. - Add a native result-commit worker. Bind candidates by company, issue, run, accepted result and a successful workspace receipt. Exclude committed, terminal, held and pending-effect work. - Signal both accepted-result writers and workspace receipt writes before their transaction changes. Extend the existing finalization fanout for retry, lease, effect and completion transitions. - Add an optional atomic due-date check to the existing finalizer claim. A lease collision or later retry does not consume a failed attempt. - Signal native retry cancellation so it removes the saved wake after commit. - Register through the existing heartbeat suppression and shared delivery lifecycle. Preserve outer commit/rollback, drain/resume, settings activation and shutdown behavior. - Delegate only uncommitted-result execution from the periodic orphan pass. Keep committed projection and resource settlement recovery enabled. - Add real producer/lifecycle tests and a detailed audit. No new tables, provider branches or per-feature timers. ## Verification - Current local source `2af88fa55f961a74340880240019f6cd31e21bf1` incorporates the parent with a normal merge. All 1,203 parent-only, nine owned-only and 12 automatic shared paths are preserved. The only manual conflict keeps the new result fanout inside the existing ordinary issue/run scope guard. The complete package tree matches parent profile 80 byte-for-byte. - Controlled real-database regression: the original result-only unscoped fanout produces three candidate SELECTs for routine company hints. The same zero-query assertion passes after restoring the scoped fanout. A real workspace receipt and accepted result then commit exactly one decision and return to quiet. Red and green restore production bytes exactly. Twenty cases outside the focused pattern are not counted as passing there. - The complete main selection passes **1,746 cases in 16 files**, without skips, in 277.97 seconds. This includes all 21 result-worker lifecycle cases and 82 startup cases, including held result recovery, HTTP readiness and shutdown joining. Separate process recovery passes 410 cases in 162.42 seconds and external-chat response passes 273 in 53.41 seconds. Total: **2,429 distinct passes in 18 complete files**, with no skips. Normal merge `998239b019defe52e7b5d64f884de4e871ccd736` adopts the actual parent squash and preserves this complete tested child tree. - Production server typecheck, build, module boundaries, migration order and source identity checks pass. Fifteen dedicated PostgreSQL 17 databases use the unchanged migration 413 schema. Embedded-only calls use the existing fresh-per-call recovery helper. All temporary imports restore byte-exact, and every selected test hash matches after completion. No assertion or timeout is relaxed. - Runner validation belongs to the unchanged parent package tree: 130 passing installation/compatibility/transport cases, 22 installed ACPX/Grok contract cases and 26 native-provider Rust cases. One existing opt-in closed Pi snapshot case is skipped because its distribution root is not configured. This does not claim live provider qualification. - Earlier Greptile 4/5 on `656f6722be1aedf3d52b7f853956e15838204278` correctly identified startup blocking on result recovery. The prior branch `108cf0dc8296bf451b721ddac55ecbcd035d00f0` already tracks its ready promise through the existing lifecycle owner. Current full startup acceptance verifies the fix in the merged context. The later Greptile service error is not a pass; current-head acceptance now passes: all 57 checks are clean, including protected CI and security. Greptile gives 5/5 on `b2efdb2dbbbef5b2227ffa2bd2a9a6cfe3867fe2`, with no actionable findings. No Ponytail verdict is present under the authorized missing-review policy. - The owner audit at `doc/plans/2026-10-26-native-result-commit-sleep-audit.md` retains earlier failures and their disposition. These checks do not claim a full local repository suite, deployed app/database suspension, expanded Cloud wake coverage or measured cost savings. ## Risks - Process-local signals cover instrumented application writes in the owning server process. They do not cover independent SQL writers or another replica without supported ingress. Durable startup reconstruction remains enabled. - The initial native decision and its run projection are separate transactions. The periodic reconciler still repairs already-committed results and releases resources. This PR must not be used to infer that committed means fully settled. - Candidate discovery adds bounded, narrow reads at startup and after signals. No large-fleet query benchmark is claimed. - Existing Cloud alarm coverage, host sleep safety and resource blockers are unchanged. No deployed sleep or savings claim is made. - Parent #17734 has merged. This PR targets master at `a019d00a393b57f531afe8dd8ab0b8a1820d1c4c`. Fresh current-head CI and review remain required before merge. ## Model Used OpenAI Codex, GPT-6 family, with repository tools and code execution. The exact serving model ID and context-window size are not exposed in this session. No subagent was used for this slice. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 04:53:11 -05:00
3 people	a019d00a39	fix(server): wake native workspace finalization from committed work (#17734) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native runs can accept a result before workspace copy-back finishes. > - The periodic orphan pass repeatedly tries this recovery, including cases that require operator action. > - Copy-back needs exact ownership evidence. A generic timer cannot grant that authority. > - This pull request wakes workspace recovery from committed changes and local owner completion. > - Saved retries use the existing scheduler. Empty work, completed barriers, and operator holds become quiet. ## Linked Issues or Issue Description Refs #17717. This is slice 52 of the recurring-server sleep stack, targeting master after parent #17717 merged at `4c56702e06c698cc10d4a86514669aba0f4d9a9b`. Related work: #17709 (status reassessment), #17687 (unsafe export recovery), and #16478 (workspace repair holds). This PR covers native workspace copy-back and validation. Result commit/projection and resource settlement remain separate recovery duties. It does not claim full-instance sleep. ## What Changed - Register a company/run/task-scoped workspace worker. Reconstruct accepted, unfinished work from existing records. Use saved retry and lease deadlines. - Notify from both accepted-result writers (control-plane and PRP coordinator), workspace receipts, coordinator changes, operator confirmation, retained workspace repair, and relevant task updates. Notifications follow the outer transaction. - Distinguish active local ownership, busy external ownership, pending Cloud evidence, operator-required evidence, and changed bindings. Only concrete external ownership/evidence waits receive a scoped retry. - Preserve advisory locks, signed stop proof, exact binding checks, physical callback joins, and existing failure policy. Join physical operations during shutdown. - Respect the existing heartbeat execution-suppression policy before discovery and execution; wake suppressed work on settings activation. - Skip physical workspace recovery in the enabled periodic orphan pass. Keep direct/startup reconciliation and the remaining result/cleanup recovery paths. - Keep routine company-only finalization hints quiet. Ordinary work requires issue/run scope; explicit settings and owner-release events keep their company-wide contract. - Preserve the parent's entire Runner/package tree, profile 80 and all historical identities. Add the dated obligation, producer, lifecycle and limitation audit. ## Verification - Current local source: `4059b24e3ea5c623be54ade18ec9b6ab78eb0289`, prepared by a normal merge of the current parent. The sole manual conflict keeps ordinary workspace fanout inside the existing issue/run guard. All 1,198 parent-only, 15 owned-only and 10 automatic shared paths are preserved. The complete package tree matches the parent byte-for-byte. - Controlled regression: the original workspace-only unscoped fanout performs three candidate SELECTs for routine company hints. The same zero-query assertion passes with scoped fanout. A real accepted result then produces one successful workspace settlement and returns to quiet. The failed baseline remains in the audit. - The first complete local group passes **1,693 cases in 14 files**, including all 19 workspace-worker cases. It covers both accepted-result producers, physical ownership, export retry/failure, finalization recovery, arbiter corpus, issue recovery actions, control-plane port, workspace recovery, heartbeat recovery, startup, retained cleanup and native execution. - Separate process-recovery and external-chat response files qualify the changed recovery/settlement paths without sharing their general test database with other files. Both pass in full: 410 process-recovery cases in 162.79 seconds and 273 external-chat cases in 53.79 seconds. The total is **2,376 distinct passes in 16 complete files**, with no skips. Normal merge `5c46c52873158529736b8349e4d44658865108ee` adopts the parent squash with this entire tested child tree unchanged. - Production server typechecking, build, module boundaries, migration order and source-profile checks pass. Thirteen dedicated PostgreSQL 17 fixtures use the unchanged migration 413 schema. Embedded-only paths use the existing recovery helper with fresh per-call fixtures. All temporary imports are restored byte-exact. No test assertion or timeout is relaxed. - Runner validation belongs to the unchanged parent package tree: 130 passing installation/compatibility/transport cases, 22 installed ACPX/Grok contract cases and 26 native-provider Rust cases. One existing opt-in closed Pi snapshot case is skipped because its distribution root is not configured. These are source-scoped checks, with no live provider qualification claim. - The owner audit at `doc/plans/2026-10-26-native-workspace-finalization-sleep-audit.md` preserves earlier failures and their disposition. Current-head acceptance: all 57 checks are clean, including protected CI and security. Greptile gives 5/5 on `7df5c9c44ea9e171be3c61b4430d3727b10f3337` with no actionable findings. Earlier scores do not substitute for this result. No Ponytail verdict is present under the authorized missing-review policy. - No claim of a full local repository suite, deployed app/database sleep, expanded Cloud wake coverage or measured cost savings is made. ## Risks - Supported wake producers are in-process application services. This adds no cross-replica or independent SQL-writer transport. - A real unresolved export still needs recovery. Busy owners and pending Cloud stop evidence retain a 30-second scoped check. No timeout authorizes copy-back. - Result projection and resource release still use their existing recovery. Some existing cleanup failures remain best effort; this PR does not infer cleanup success from a workspace barrier. - Cloud alarm coverage and host-sleep safety remain unchanged. No deployed suspension or cost savings have been measured. - Parent #17717 is merged. Current base is master at `4c56702e06c698cc10d4a86514669aba0f4d9a9b`. Fresh current-head CI and review must pass before this slice merges. ## Model Used OpenAI Codex, GPT-6 family, with repository tools and code execution. The exact serving model ID and context-window size are not exposed in this session. No subagent was used for this slice. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Codex <noreply@openai.com>	2026-10-29 04:40:01 -05:00
DottaandPaperclip	51c3f8924c	fix(server): schedule cancelled workspace preservation (#17677) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A cancelled native run may still owe preservation of prepared workspace files. > - The existing recovery receipt and source lease record that obligation. > - The orphan reaper still searches for these cancellations on every pass. > - This PR registers committed cancellations with the shared deadline worker. > - The existing retention owner keeps file pinning and ownership checks. > - Idle and completed history no longer causes this preservation scan. ## Linked Issues or Issue Description Refs #17674 and #17145. Stopped instruction collection is merged into master. It owns file-preservation discovery only. The existing environment cleanup worker continues to own stop-only teardown. **What needs to be improved?** `preserveCancelledNativeWorkspaces` runs from every orphan-reaper pass. It queries even when no cancelled native workspace needs a file-recovery hold. Current foreground Stop can also defer retention after a lock or database failure, so startup-only recovery would be insufficient. **Why is this improvement important?** Empty queries keep idle tenants active. Removing them must not lose user files, weaken Stop ownership, replay cancelled work, or turn a retained allocation into destructive cleanup. **Proposed solution** Register the existing durable obligation from committed run-status, cancellation-acknowledgement and workspace-reference writes. Reconstruct it at startup. Keep retries while actual preservation remains unresolved. Disarm after the existing owner records the hold. Related-PR search and ROADMAP.md review found no duplicate of this scheduling migration. ## What Changed - Add a company/run-scoped preservation worker with 100-row keyset reconstruction and fair batches of five. - Separate pending file debt from immediate coordinator/lease readiness. Retain a 30-second retry for known unfinished preservation and shared failure backoff for errors. - Signal the existing status, acknowledgement, workspace-reference, deletion and settings transactions. Add no table or independent timer. - Keep exact source checks, no-workspace contracts, task/coordinator/run lock order, retention receipt and no-replay recovery card with their owners. - Recheck cancellation acknowledgement, run status and coordinator phase under the retention locks. Preserve the existing foreground preterminal API. - Keep startup/manual recovery; skip only this duty in periodic reaping. Preserve drain/standby and shutdown behavior. - Add concurrent, replay-safe partial index migration 0409 and retain the five newest snapshots. - Add the producer and lifecycle audit in `doc/plans/2026-10-25-cancelled-workspace-preservation-sleep-audit.md`. ## Verification - Current source `21b46a8e4293ca670235117458b984493a181759`: all 1472 cases in 16 complete files pass without skips. The owner passes 84 cases in 14.93 seconds. Fifteen consumer files pass 1388 cases in 133.46 seconds, including all 968 native-session cases and Stop, dispatch, restart, workspace-sync and upgrade-readiness coverage. - Twelve separate fresh PostgreSQL 17 databases migrated through 0409 before setup. The embedded-only lifecycle fixture temporarily used its own external database on this IPC-exhausted host and was restored byte for byte. Assertions and timing limits stayed unchanged. This qualifies external-database behavior; it does not claim an unmodified embedded CI run. - Database build, server typecheck/build, module boundaries and exact-head migration order pass. The complete original runtime/schema patch and unrelated current-parent blobs are preserved. Original concurrent index SQL, all earlier executable history and retained snapshot bytes are unchanged; five snapshots 0405 through 0409 remain. - A populated 0408-to0409 upgrade preserves all 407 prior receipts and 38 companies. Exactly one receipt is appended; replay adds none. The preservation index is valid and ready on fresh and upgraded databases. - Actual parent `82529741418e138d9d623bf13d2fa22c1ff79d36` is merged through a normal ancestry reconciliation. Its complete tree equals the reviewed parent. The entire accepted child tree and all source hashes are preserved. The audit retains earlier failures, qualifications and per-file counts. Published head `b34f0589847f33754ecde9413fd36bf007353d2c` has Greptile 5/5 and all 57 checks passing or skipped. No Ponytail review is present. These checks do not establish deployed host/database suspension or Cloud alarm delivery. ## Risks - Signals cover instrumented single-process writers. Independent SQL writers and additional replicas need integration. - Status signals may inspect a run without relevant file debt once. They do not create recurring work. Discovery and memory still scale with actual candidates. - Missing ownership or stop evidence remains pending. Active retries are intentional while a concrete file obligation is unresolved. - Retry timing is process-local; startup reconstructs durable debt. The worker does not overwrite another native-finalizer deadline. - Admitted database operations may finish after drain begins. Shutdown joins them. Provider teardown remains with the existing cleanup owner. - The partial index adds storage and write cost. Its concurrent migration uses the existing interrupted-index repair path. - Cloud alarm coverage, sleep eligibility and host suspension are unchanged. This proves worker behavior, not fleet savings. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL tests. The runtime does not expose a more precise model ID or context-window size for this turn. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 22:27:11 -05:00
DottaandPaperclip	8252974141	fix(server): schedule stopped instruction collection (#17674) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Runs can stop while their private instruction edits still need collection. > - Existing copy rows and stop evidence describe that unfinished work. > - The orphan reaper still queries for it on every maintenance pass. > - This PR activates collection from committed copy and run transitions. > - It uses saved retry deadlines when stop proof or collection remains pending. > - Active copies and completed history no longer cause collection polling. ## Linked Issues or Issue Description Refs #17671 and #17670. Both prerequisites are merged into master. Captured saves and post-save release remain separate reasons with their own workers. **What needs to be improved?** `recoverStopped` queries instruction copies on every orphan-reaper pass, even when no terminal run owes collection. A run can become terminal without changing its copy row, so copy-only notifications would miss real work. **Why is this improvement important?** Repeated empty queries prevent idle tenant instances from becoming quiet. Removing them must preserve edits, stop proof, current ownership, and recovery after restart. **Proposed solution** Use the existing transaction signals, scoped deadline worker, and scheduler. Reconstruct eligible copies at startup, signal supported copy and terminal-run writers, and retain saved retry deadlines for unresolved work. Preserve the existing collection and directory owners. Related PR search found the warm agent-file ownership work (#14695), verified stop boundary (#14311), and task-workspace cleanup (#16464). This PR does not replace those contracts. ROADMAP.md has no duplicate migration. ## What Changed - Add scoped stopped-instruction collection with keyset reconstruction and fair batches of 20. - Signal before copy preparation, mutation and adoption writes, and before terminal run writes in their existing transactions. - Cover heartbeat, native finalization/restart/session recovery, execution-control, queue and dispatch producers. - Signal settings changes and company/agent deletion. Preserve drain, standby, restart and shutdown ownership. - Recheck terminal-run eligibility in the due-time claim. Keep terminal status separate from process-stop proof. - Retain existing stop checks, attempt limits, saved candidate bytes and remote-resource fencing. - Skip only this lane in periodic orphan recovery. Preserve manual/startup recovery. - Add concurrent, replay-safe partial index 0408 and retain the five newest snapshots. Add no table. - Record the owner and producer audit in `doc/plans/2026-10-25-stopped-instruction-collection-sleep-audit.md`. ## Verification - Source `cb2818a8f46ef961f744977a258f0e9042e31a42`: all 1469 cases across 14 complete files pass without skips in 141.69 seconds. This includes all 968 native-session cases, filesystem saves, startup, terminal-run producers, dispatch, queue, execution-control, finalization and lifecycle. - Eleven separate fresh PostgreSQL 17 databases migrated through 0408. The embedded-only lifecycle fixture temporarily used its own external database on this IPC-exhausted host and was restored byte for byte. Assertions and timing limits stayed unchanged. This qualifies external-database behavior; it does not claim an unmodified embedded CI run. - Database build, server typecheck/build, module boundaries and exact-current migration order pass. The original concurrent index SQL is unchanged. All prior executable migration history, journal entries and retained snapshot bytes are preserved; the five newest snapshots are 0404 through 0408. - A populated 0407-to0408 upgrade preserves all 406 prior migration receipts and 38 companies. It appends exactly one receipt. Replay adds none. The collection index is valid and ready on fresh and upgraded databases. - The normal merge of actual parent `267842fc3c6e6542deed8a1bcc2c78bec8df7862` preserves both complete patches, all independent sidebar changes from #18117, and the full accepted server/package/test trees. The complete sidebar test file passes all 36 cases on the combined tree. React act warnings remain. - Prior failures and fixture qualifications remain in the audit. Published head `d176d731f083c7edd2ede688cb901d1e66d8f1d8` has Greptile 5/5, all 57 checks passing or skipped, and no unresolved review threads. No Ponytail review is present. These local tests do not establish deployed host/database suspension or Cloud alarm delivery. ## Risks - Process-local signals cover instrumented writers. Independent SQL writers and additional replicas still need integration. - Terminal-run signals can cause one scoped inspection even if no instruction copy exists. They do not create a recurring scan. - Reconstruction and memory scale with actual pending candidates; active candidates are filtered by the run join. - Admitted file/provider operations can outlive a later drain request. Shutdown joins them. Uncertain ownership remains pending rather than being discarded. - The partial index adds storage and write cost. Its concurrent migration uses the existing interrupted-index repair path. - Cloud alarms, sleep eligibility and provider suspension are unchanged. Worker quiet is not a claim of deployed host/database sleep or measured savings. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL/filesystem tests. The runtime does not expose a more precise model ID or context-window size for this turn. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 22:13:57 -05:00
DottaandPaperclip	267842fc3c	fix(server): schedule owed agent directory cleanup (#17671) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs can save their directory before temporary-file cleanup finishes. > - The existing receipt records stop proof and unfinished cleanup. > - The orphan reaper still searches for this debt on every maintenance pass. > - This PR activates cleanup from committed changes and saved retry deadlines. > - The directory owner keeps its resource checks and file lock. > - Settled directory history no longer causes recurring cleanup queries. ## Linked Issues or Issue Description Refs #17670, the merged captured-instruction commit slice. This PR targets master. It does not include stopped instruction collection or change the saved-file contract from #14695. **What needs to be improved?** The post-save part of `recoverCaptured` queries directory copies on each orphan-reaper pass, even after all temporary directories have been released. **Why is this improvement important?** Empty database work prevents idle tenant instances from becoming quiet. Cleanup must still survive a crash after a save and preserve files when stop or resource ownership is uncertain. **Proposed solution** Use existing copy receipts as the source of truth. Notify the shared coordinator inside relevant copy-write transactions. Reconstruct pending work at startup and register each saved retry deadline. Keep physical cleanup in the directory owner. Add a partial index over unfinished cleanup rather than a new queue table. Related-PR search found workspace archive and SSH task-workspace cleanup changes (#17175 and #16464). They own different resources and do not replace this stopped agent-directory receipt recovery. ROADMAP.md has no duplicate migration. ## What Changed - Add a scoped directory cleanup worker with keyset discovery and batches of 20. - Signal relevant copy transitions, company/agent deletion, and worktree execution policy changes. - Preserve the due-time claim, current receipt read, directory lock, stop proof, and exact remote-resource checks. - Read the receipt after release; a returned promise does not establish cleanup completion. - Keep unresolved cleanup on its saved retry or shared failure backoff. Final receipts disarm the worker. - Register the worker during startup and skip only this lane in periodic recovery. Keep manual recovery compatible. - Add concurrent, replay-safe partial index migration `0407_greedy_star_brand.sql`. Retain the five newest schema snapshots. - Add the producer audit and lifecycle evidence in `doc/plans/2026-10-25-directory-cleanup-sleep-audit.md`. ## Verification Published head: `210fcb1215a3b5e5ed84e420ddb73ab5952d9365`. Source acceptance: `70a6800eea874bdb87685bf6eea66de79c48b577`. Parent #17670 landed as `b294de546bf9cd3a8578a7a66d7e8ec0eb939799`; normal squash-ancestry reconciliation preserves the entire accepted descendant tree. Final follow-ups change audits only. - All 284 cases in six complete filesystem, startup and heartbeat owner files pass, without skips, in 48.88 seconds. Four unused fresh PostgreSQL 17 databases migrated through 0407 isolate destructive fixtures. - Three fixtures use supported external database paths. The embedded-only lifecycle fixture temporarily uses its own external database on this IPC-exhausted host, then is restored byte for byte. All assertions and original timing limits remain unchanged. This qualifies the local result; CI must still pass with the original embedded fixture. - Actual database build, server typecheck/build, module boundaries and exact-current migration order pass. The original concurrent idempotent index SQL bytes are unchanged. All prior executable migration history, journal entries and retained snapshots stay intact. The five snapshots are 0403 through 0407. - Populated 0406-to0407 upgrade preserves all 405 old receipts and all 38 companies, adds exactly one receipt and adds none on replay. The cleanup index is valid and ready on fresh and upgraded databases. The entire current database tree equals the source used for this proof. - Both complete original and upstream patches are preserved. The actual parent squash tree equals the already-adopted reviewed parent; resolving eleven duplicate-ancestry text conflicts leaves the whole accepted tree unchanged, not just selected files. Complete server, package, UI and test trees still match the 284-case source acceptance. - The audit retains earlier ownership, stopped-resource, receipt, fixture and local-runner failures. The no-projects build filter was not counted as a build pass; corrected actual build and complete reruns passed before publication. Old draft review scores do not count for this new head. - Current-head Greptile gives 5/5 with no actionable findings, and all 57 checks pass. These checks establish worker behavior, not deployed host/database suspension or measured savings. ## Risks - Signals cover the existing single-process writer model. Independent SQL writers and replicas need separate integration. - The worker retains identifiers for actual pending work. Its index excludes completed history but does not make large pending backlogs free. - File/provider cleanup can outlive an admission change once started. Shutdown joins admitted operations. Unknown remote ownership remains pending and no replacement environment is acquired for cleanup. - The partial index adds storage and write cost. Its concurrent migration uses the existing interrupted-index repair path. - Cloud alarm coverage and host-sleep safety remain unchanged. This establishes worker quiet, not deployed host/database suspension or measured savings. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL/filesystem tests. The runtime does not expose a more precise model ID or context-window size for this turn. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 21:51:47 -05:00
DottaandPaperclip	b294de546b	fix(server): recover captured instruction saves from committed deadlines (#17670) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stopped run can leave captured instruction edits waiting for a persistent save. > - Existing working-copy records retain the candidate bytes, attempt count, and retry deadline. > - The orphan reaper scans those records on every heartbeat, even when no save is due. > - This PR wakes the existing save owner after committed changes and at saved deadlines. > - The worker preserves permissions, conflicts, and bounded retries, then becomes quiet. ## Linked Issues or Issue Description Refs #17667, the merged preceding PR in this recurring-server-work stack. This PR targets master. Related warm-file ownership work: #14695. Its process-stop and retained-directory guarantees remain with their existing owner. The dedup search found no equivalent captured-save scheduling migration. **What happened?** The commit portion of `recoverCaptured` runs inside the periodic orphan sweep. Prepared copies, completed history, conflicts, and exhausted candidates do not need repeated save discovery. A saved candidate does need recovery after restart or a failed foreground save. **Expected behavior** Committed candidate changes reactivate recovery. The worker honors the saved deadline and existing three-attempt bound. It stops querying after settlement or deliberate conflict/exhaustion. Permission checks and canonical save semantics remain in the revision service. **Steps to reproduce** 1. Start a server with heartbeat scheduling enabled and no captured save pending. 2. Observe repeated pending-commit queries from the orphan reaper. 3. Capture edited instructions and fail their first canonical file replacement. The durable candidate must be saved after its retry deadline without starting a provider. **Paperclip version or commit** Reviewed parent `405e533394b26215e22d0452e9b0207d3f784a79`. Actual parent squash and current master baseline `27270e9bf8b7a294cf03f8b84f4857f1b1ff05c7`. **Deployment mode** Self-hosted server with the existing single-process transaction signal model. Local verification uses PostgreSQL 17 and actual managed instruction files. ## What Changed - Preserve foreground instruction-save ownership and its failure deadline before recovery spends another attempt. - Add a bounded captured-commit worker inside the instruction-copy owner. Existing rows and deadlines supply its state. No new table, migration, or external scheduler is added. - Signal writes entering or leaving pending commit from the existing copy mutation boundary. Only these writes gain a short transaction. File collection, file replacement, and provider operations stay outside that new transaction. - Signal company/agent deletion and worktree execution setting changes. Preserve drain, standby, startup reconstruction, shutdown join, and uncertain-transaction handling through the shared coordinator. - Guard attempt claims with current copy ownership and a still-due deadline. A concurrent writer that postpones the retry wins without consuming an attempt. Manual/startup recovery uses the same guarded owner. - Remove only captured commits from periodic reaping. Stopped collection and the separate post-save directory cleanup sweep remain for later slices. - Add real producer, file, transaction, concurrency, and lifecycle tests. Add guarded external test databases to the two filesystem suites so they can run where embedded PostgreSQL is unavailable. ## Verification Published head: `915ef6f20a68fffe89711cc97a6196521ea9885d`. Source acceptance: `9fb75e508f06b05b740099403ce021a61e7c6603`. The actual #17667 squash ancestry is recorded by a normal merge. Its entire result tree equals the prior accepted descendant tree; the final commit changes the audit only. - All 268 cases in six complete files pass, without skips, in 41.89 seconds on the updated parent. Coverage includes captured saves, directory consumers, startup, instruction-copy lifecycle boundaries, recovery and run lifecycle. - Four unused fresh PostgreSQL 17 databases migrated through parent 0406 isolate the destructive fixtures. Three use supported external URL paths. The embedded-only lifecycle fixture temporarily uses its own external database on this IPC-exhausted host, then is restored byte for byte. Assertions and original timing limits are unchanged. CI must still pass with the original embedded fixture. - Actual database build, server typecheck/build, module boundaries and exact-current migration order pass. Commands select each operation by name. The earlier local no-projects filter error remains recorded and is not treated as a build pass. - The normal parent merge preserves both complete added/removed patches and every unrelated upstream blob. The entire database subtree is parent-identical, with no owned schema or migration changes. New parent worker behavior has current consumer/startup acceptance here and separate owner acceptance in #17667. - Earlier foreground ownership, postponed deadline, attempt cap, drain hold, fixture and skipped-test findings remain in the audit. The prior head's Greptile 5/5, Ponytail 5/5 and green CI are historical after this new publication. - Current-head Greptile and Ponytail both give 5/5. All 58 checks pass. Prior stacked-head scores are historical; the new published SHA requires fresh gates. These checks do not establish deployed host/database suspension or external wake delivery. ## Risks - Signals cover supported in-process writers. Independent SQL writers and other replicas require a separate ingress contract. Startup reconstructs persisted obligations. - Exhausted candidates stay preserved under the existing policy; the worker does not increase retry limits or silently discard saved edits. Database reconstruction failures retain shared backoff. - Inventory pages scalar fields but retains candidate identifiers in memory. The query-plan result covers completed history, not a constant-cost promise for arbitrary exhausted-pending history. - File saves can outlive a stop request once admitted. Shutdown joins them. Exact-byte replay and current authorization remain with the revision owner. - Other instruction recovery duties and other stack blockers remain. This PR does not prove host suspension, database suspension, or external wake delivery. An ordinary protected merge is authorized only after current review and CI gates pass. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, shell tools, and local PostgreSQL/filesystem tests. The runtime does not expose a more precise model identifier or context-window size for this turn. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Review follow-up: remove seven newly added comment lines to satisfy CONTRIBUTING.md, preserving the explanations in the owning audit. Both changed files retain the exact non-comment TypeScript token stream; other source bytes are unchanged. The original cffe server-shard-9 run ended after a runner shutdown signal and cancellation, without a final assertion verdict; that failure is retained and not counted as a pass. No old-head retry is requested. Fresh current-head CI and Greptile are required. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 21:29:02 -05:00
DottaandPaperclip	27270e9bf8	fix(server): wake interrupted retry cancellation from committed intent (#17667) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A parked scheduled retry has no executor to finish an interrupted Stop request. > - Its saved cancellation fence already records the work that remains. > - The orphan reaper currently scans for that work on every heartbeat, including idle periods. > - This PR registers the existing records with the shared delivery scheduler and wakes recovery after committed writes. > - Recovery keeps the existing cancellation guards and settlement behavior, then becomes quiet. ## Linked Issues or Issue Description Refs #17666, the merged preceding PR in the recurring-server-work migration stack. This PR targets master. Related cancellation work found in the dedup search: #12301 and #7340. This PR changes the trigger for interrupted parked-retry cancellation; it does not replace their cancellation or retry policies. **What happened?** The periodic orphan reaper queries scheduled retries with cancellation fences even when no cancellation needs recovery. Its first-20-row scan can also stop behind malformed evidence. **Expected behavior** Committed cancellation intent wakes bounded recovery. Failed work retains a retry. Startup reconstructs durable work. Empty or settled work performs no recurring SQL for this duty. **Steps to reproduce** 1. Start a server with heartbeat scheduling enabled and no interrupted retry cancellations. 2. Observe the orphan reaper repeatedly query for cancellation fences. 3. Cancel a scheduled retry and fail the final status write after its fence commits. Recovery must complete the existing Stop request without running a provider or dropping its metadata. **Paperclip version or commit** Current parent squash `7afee8f0622e273d10506b0febfb68f143d168b1`. Source acceptance `66107ae0a7ad85fd0476f91c4f8f98ae74a7a048`. **Deployment mode** Self-hosted server with the existing single-process transaction signal model. Local evidence uses PostgreSQL 17. ## What Changed - Add one domain-owned recovery worker over existing heartbeat run rows. No new table. It delegates to run control and preserves original cancellation, budget, and operator metadata. - Signal cancellation fences, lifecycle transitions, dispatch deferral/promotion/suppression, relevant settings changes, and deletion within their owning transactions. Wrap only the ordinary database fence in a short transaction; provider calls stay outside it. - Keep startup/manual recovery compatible and remove this duty from the periodic orphan sweep. Other reaper duties remain for separate PRs. - Extend the shared scoped worker to retain pending work with a memory-only admission retry while its owner is paused. Without pending work, it schedules nothing. Existing GitHub consumers retain their behavior. - Add a concurrent idempotent partial index and lifecycle/producer tests. Enable guarded disposable PostgreSQL URLs in affected test harnesses. - Reconstruct one hundred candidates per scope per scheduler pass. Resume from the saved scope cursor and retain fair twenty-item execution batches. Manual recovery starts cancellation before reading the full backlog. - Require the recovered browser reply to be saved before testing reload. Keep all original assertions and time limits. - Record the full producer audit, lifecycle limits, and failed attempts in `doc/plans/2026-10-25-scheduled-retry-cancellation-sleep-audit.md`. ## Verification Published head: `405e533394b26215e22d0452e9b0207d3f784a79`. Source acceptance: `a35fa43b98e2bd378d4a920d2775ce243654838b`. The final commit changes the audit only. - All 363 backend cases in ten complete owner and consumer files pass without skips. This includes actual Stop/retry producers, transaction settlement, interrupted-write recovery, pause/resume, shutdown, fair backlog processing and quiet after settlement. Seven separate fresh PostgreSQL 17 databases prevent fixture interference. - The two embedded-only backend fixtures temporarily use separate external databases on this IPC-exhausted host. Their fixture imports and native client teardown are restored byte for byte afterward. Assertions and timing limits are unchanged. CI must still pass with the original embedded fixtures. - Two paging regressions fail on the prior worker and pass on the fix. They cover cancellation before full reconstruction, a malformed first page, fair batches, a newly committed intent behind the cursor, and no later idle SQL. Per-candidate admission reads remain deliberate safety checks. - The repeated CI reload failure is reproduced with a temporary twelve-second fixture settlement delay. The trace retains the same five-second missing-reply assertion, even though a cleanup race masked it in the top-level error. Requiring exactly one saved reply from the resumed run passes under the identical delay. The fault is removed. All six browser journeys pass on the final source in 40.5 seconds, with zero retries and the original 120-second case and five-second reload limits. - Browser acceptance uses the canonical CLI/server/static-UI path and a fresh external database. Only fixture database-URI setup is temporarily adapted and then restored. This is not an unmodified embedded CI-environment reproduction. The six cases include the controlled case; repeated runs are not added to the distinct count. - Actual database build, server typecheck/build, module boundaries and exact-current migration order pass. The database source tree is unchanged from the verified 0405-to0406 upgrade: all 404 prior receipts and 300 companies stay intact, exactly one receipt is added, replay adds none, and the index is valid on upgraded and fresh databases. The five snapshots remain 0402 through 0406. - All earlier failures remain recorded in the audit. Prior head `48b3fcb83f305616df02a4337a42ec0867bb4b80` had exact-head Greptile 5/5 but failed the repeated browser assertion. It was not retried blindly. Its completed Ponytail review's backlog concern and old migration paragraph are addressed here. Old scores do not satisfy new-head gates. - Current-head CI passes. Exact-head Greptile and Ponytail both give 5/5, with no remaining actionable findings. These checks do not prove deployed instance or database suspension. ## Risks - Only supported in-process writers produce local transaction signals. Independent SQL writers or other replicas need a separate ingress contract. Startup reconstructs saved obligations. - A real failure retains bounded retries. Unknown commit outcomes retain the shared intent hold. Neither is discarded to report quiet. - Per-owner drain uses a memory-only admission recheck. The shared helper change affects existing consumers, which have focused regression coverage. - The partial index is concurrent and idempotent; it adds index storage. Each scoped load reads at most one hundred rows. The shared helper retains discovered pending IDs between passes, so a large unresolved backlog still uses memory. - Cloud alarms, idle-safety exemptions, and other reaper duties remain separate. Merge requires passing current-head CI and review gates. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, shell tools, and local PostgreSQL tests. The runtime does not expose a more precise model identifier or context-window size for this turn. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 21:07:55 -05:00
DottaandPaperclip	e93732c3d4	fix(server): deliver voice replies from commits and saved deadlines (#17578) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Phone calls receive approved answers from the existing chat publication queue. > - The chat maintenance timer checks for voice replies every second, including when no reply is ready. > - A reply can be saved before its publication commits. An early wake alone can miss that final transition. > - Existing session, reply, publication, and action rows already record delivery and recovery work. > - This pull request uses committed changes and saved deadlines to drive phone reply delivery. > - Empty reply queues become quiet while authorization, ordering, and uncertain-send protection remain in place. ## Linked Issues or Issue Description Stacked on #17576. Related delivery infrastructure: #15625. Related voice connection work: #11418. **What existing behavior does this improve?** Background phone reply delivery and recovery of abandoned dispatch intents. **Current behavior** Chat maintenance calls voice reply delivery every second. It also scans old dispatch intents. Publication transport starts a direct push before the final publication commit. The timer masks that timing gap. **Proposed behavior** Committed publication, reply, session, and configuration changes wake the shared coordinator. Ready replies drain in bounded passes. Saved rate-limit and dispatch-expiry deadlines retain recovery. An empty queue or a permanent delivery barrier has no recurring reply scan. **Reason and benefit** Remove recurring SQL from idle phone reply delivery without dropping replies, replaying uncertain sends, or adding a queue table. **Breaking changes** No API or schema change. Explicit manual recovery remains available. Inbound admission cleanup, history retention, and reports remain on their current paths for separate migrations. ## What Changed - Extract ordered reply state and multipart policy within the voice owner. Retain current authorization and atomic dispatch claims. - Register a scoped reply worker with startup reconstruction, fair work batches, failure backoff, drain/resume handling and shutdown ownership. - Extend the existing shared dispatcher with normalized partial-page results to preserve the bounded parent recovery contract. Existing complete-array consumers retain their calls. - Signal before relevant writes in their existing transactions. Both normal publication completion and operator resolution wake the actual conversation after commit. - Bound reply inventory to 100 total headers per refresh. Preserve partial scans, concurrent changes and newer denied-call restoration obligations across reconstruction. - Track abandoned dispatch actions independently of live calls. Quarantine expired intents without resending them. - Use existing active-call authorization checks to reactivate replies that were previously denied. Healthy call inspections do not rescan empty reply queues. - Remove the periodic reply scan and the early direct publication push. Keep provider requests outside database transactions. ## Verification Published head: `1435cab10be3f95c38ab6672d2a890ae49e9d300`. Voice recovery #17576 has landed at master `e1ba77f06771a27114b3999004b0ca5e3c172dd4`. A normal merge reconciles squash ancestry while preserving the complete reviewed 31-file reply patch byte for byte and all unrelated master changes. The PR now targets master; fresh exact-head CI and Greptile are required. The prior 449-case/typecheck/build results below cover the identical owned source, not a new full-suite run. - **449 distinct targeted cases pass**: 111 complete voice-store/reply; 19 complete parent recovery; and 319 complete tool-gateway, secret-proposal, shared dispatcher/coordinator/batching/startup/hostname cases. Production server typecheck and build pass. The policy checker and its Node tests pass. Later edits record evidence only. - Two real normal-publication/operator-resolution tests seed 105 unrelated calls and 105 future dispatches. Five publications selected **1,065/1,060 inventory rows before repair**; both paths now pass the same **125-row total budget** and deliver every answer once. This counts selected SQL results, not physical tuple visits or host savings. - Publication commits now signal their actual conversation. The voice reader returns at most 100 total session/action headers per refresh, preserves phase/cursor state and retries, and resets on worker registration. Current-state checks and dispatch claims still own provider effects. The 105-action case measures the page cap, restarts the same owner during reconstruction, waits at saved future deadlines and quarantines every abandoned action without resending. - A real 403 fixture proves that an older broad scan cannot erase a denied call first observed behind its cursor. Its owner callback still emits the committed restoration wake after scan completion. The existing actual-service authority-restoration and final-publication timing tests remain in the full suite. They are not replaced by direct helper calls. - Guarded removal of conversation scoping, cursor reset or the denial revision fence fails the intended budget, 100-versus-5 restart or missing committed-wake assertion; source is restored. An initial shadowed fixture name and an inadequate due-action reset probe are retained as failed attempts in the [current audit](https://github.com/paperclipai/paperclip/blob/d2c0a7de8c3e9cac8382b1268f3f5d883a2067b3/doc/plans/2026-10-25-voice-reply-delivery-sleep-audit.md#publication-inventory-and-paging-acceptance-october-28). - Parent recovery still passes paging, restart, behind-cursor insertion, feature changes, actual disablement, quiet health observations, current authority, exact-scope failure fences and wildcard-failure isolation through the shared worker. Four existing array-based worker consumers retain their API and pass their full suites. - The two voice fixtures self-migrate separate empty databases. Legacy tool-review/secrets suites use separate migrated clones. Earlier full-local attempts remain limited by embedded PostgreSQL setup and are not passing full-matrix claims. Older counts apply only to their stated revisions. Fresh exact-head Greptile, Ponytail if present, security and all CI remain merge gates. No live-provider, multi-writer, external-wake, deployed-sleep or savings claim is made. ## Risks - Missing a supported producer can strand work. Tests cover real enqueue, retrieval, normal publication, and operator publication paths. Startup reconstructs existing records. - Signals cover the process-local database owner. Independent SQL writers or other replicas need their own wake contract. - Authority restoration relies on the existing live-call recovery check. This dependency must be preserved if that owner changes later. - A provider acceptance receipt does not prove speech. Unknown outcomes remain blocked from automatic resend. - This change does not extend Cloud alarms, allow sleep during live calls, or prove deployed suspension or cost savings. ## Model Used OpenAI GPT-6 via Codex, with repository inspection, reasoning, code execution and test tools. The runtime does not expose a more specific deployment identifier or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used with the available version and capability details - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket identifier - [x] I have run the selected tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 07:50:27 -05:00
DottaandPaperclip	e1ba77f067	fix(server): schedule live voice recovery from session changes and deadlines (#17576) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Voice calls retain durable session state and provider identities. > - The chat maintenance timer scans live voice sessions even when no call exists. > - Session writes, saved expiry and active-call inspection deadlines identify real work. > - This pull request moves live-session recovery to the shared coordinator. > - Idle session recovery becomes quiet without losing exact-call cleanup or current authorization checks. ## Linked Issues or Issue Description Refs #17572. This PR is stacked on receiver discovery. It owns only live voice session recovery. Reply delivery, inbound admission cleanup, inbound history retention and call reports remain separate migration slices. **What happened?** The one-second chat maintenance lane reads voice settings and scans live sessions even when an instance has no calls or only terminal history. **What did you expect?** Reconstruct live calls on startup. Wake on committed session or configuration changes. Inspect active calls and retry cleanup at actual deadlines. Stop querying when no live obligation remains. **Steps to reproduce** Start an instance with no live voice sessions. Let startup settle. The old maintenance method continues to read settings and session inventory every chat maintenance pass. ## What Changed - Add a voice-owned bounded deadline reader and scoped worker on the existing coordinator. Retain concurrent writes across pages and reset partial scans on restart. No tables or migrations are added. - Separate generic connection health observations from configuration changes. Existing receiver and command consumers retain their notifications. Voice eligibility and provider operations remain in the voice owner. - Signal existing session transactions and configuration/feature changes. Keep provider calls outside database transactions. Standalone session writes use one small transaction helper. - Preserve saved expiry, the two-minute unknown-creation grace, active-call authorization and missed-hangup inspection, and exact-provider cleanup. Recovery never creates a provider call. - Retry transient authority lookup failures instead of treating them as confirmed revocation. - Fence expiration against a provider identity bound after discovery. A late known call remains eligible for cleanup. - Preserve work through rollback, drain, restart, concurrent refresh, backoff and shutdown. Page inventory and rotate bounded batches across companies. - Leave the four other voice maintenance duties in the periodic lane. - Document producer coverage and the supported writer contract in `doc/idle-voice-session-recovery.md` and the dated audit. ## Verification Published head: `f0b2e3cc22a18e7d08b10d4fc02aae4a19a52f30`. Receiver #17572 has landed in master at `dce004259394486f6361d0c0dd5a33a5272acc0a`. This normal merge reconciles squash ancestry; the complete 22-file voice recovery patch is byte-for-byte identical to the reviewed and tested `ad79c7e805` patch, while all unrelated master changes are preserved. The PR now targets master. Fresh exact-head CI and Greptile are running; interrupted Ponytail turns are not completed verdicts under the maintainer’s clarified merge policy, and an actual failing verdict still blocks. - **210 distinct targeted cases pass on the current repair**: 19 complete recovery lifecycle cases and 191 complete voice-store, coordinator, batching, startup and hostname cases. Production server typecheck and build pass. Later edits record evidence only. - CI `40633667141` on prior head `1b6323c164` failed the feature-change assertion with `34050 < 25000`; its verification aggregate also failed. The test now disables automatically advancing fake time, drives 20 controlled scheduler turns and requires all 205 calls to close before an unrelated inspection deadline can mask a lost wake. Removing generation replay fails with missing closures. The repair does not benchmark database/host speed or raise the elapsed-time bound. - A real committed exact-call regression reproduces wildcard-backoff starvation. The worker keeps the broad retry but processes independent exact hints and cached due calls. Each check reloads current state and authority. Failed exact scopes remain fenced. Removing wildcard isolation fails the intended assertion; a successful broad retry then leaves the worker SQL-quiet. Full-row and lean queries now share the state/scope/cursor predicate. - Earlier acceptance on `712f3862b5` passed 725 distinct targeted cases. Its measurements remain useful history: five real metadata writes and one health check over 205 future calls selected 1,230 rows before the inventory repair and zero afterward, without changing the saved deadline. Those older test counts are not added to the current 210-case count. - Both external voice fixtures self-migrate; the current full voice-store run uses a separate initially empty database. Earlier fixture/method/observer failures, source mutations and partial edit attempts remain in the [current audit](https://github.com/paperclipai/paperclip/blob/ad79c7e805367fc7e2df3ea53c942ca6c7d27365/doc/plans/2026-10-25-voice-maintenance-sleep-audit.md#wildcard-failure-and-deterministic-generation-acceptance-october-28). Source is restored after guarded mutations. - Older CI `40632057899` failed because its trusted policy script was absent from the checkout, while build separately received a runner shutdown signal. E2E shards succeeded but their aggregate failed on policy. The current checkout includes the landed policy tooling and its checker/tests pass locally. The shutdown cause is unproven; neither old failed run is counted as passing. Earlier full-local attempts stopped on embedded PostgreSQL setup failures and did not pass. - Fresh exact-head Greptile, security and all CI must pass before merge. A completed failing Ponytail verdict blocks; an interrupted turn without a verdict does not. No full current local repository matrix, live provider acceptance, multi-writer support, Cloud wake, host suspension or savings is claimed. ## Risks - Process-local hints cover the existing active writer and shared clients. Independent SQL writers or another replica need explicit wake integration. - Membership, task binding, phone preferences and other authority inputs remain checked on the existing 30-second active-call inspection deadline and on use. This is not an instant cleanup guarantee for every authority mutation. - Unknown creation retains its existing maximum-duration grace. Cleanup failures retain retries. A provider request is never replayed merely because its creation response is unknown. - Genuine configuration changes retain bounded reconstruction. Metadata writes can probe parent eligibility, while health-only observations leave voice recovery quiet. Paging state is process-local and reconstructs from durable rows after restart. - Active calls, the other voice maintenance owners and connector transports remain real obligations. This does not expand Cloud alarm coverage, relax sleep eligibility or prove deployed suspension. - The receiver and Discord parents have landed. Current-master compatibility and exact-head CI and Greptile remain merge gates. ## Model Used OpenAI GPT-6 via Codex, with repository inspection, reasoning, code execution and test tools. The runtime does not expose a more specific deployment identifier or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket identifier - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 07:38:48 -05:00
DottaandPaperclip	94a780286f	fix(server): schedule tool health from committed changes and deadlines (#17554) ... ## Thinking Path > - Paperclip manages AI-agent work and its connected tools. > - Idle hosted instances need their database and network activity to stop. > - The maintenance tick queries tool connections even when no health check is due. > - Existing connection rows already contain eligibility and the last health observation. > - This pull request reconstructs health deadlines and refreshes them after committed changes. > - The shared coordinator preserves retries, drain, and shutdown without another private timer. ## Linked Issues or Issue Description **What happened?** The aggregate maintenance tick scans connection health every 30 seconds. Empty instances and connections with fresh health observations still cause SQL activity. **Expected behavior** No eligible connection means no recurring health SQL. Eligible connections retain the existing 15-minute proactive check. Configuration changes and health observations update the schedule after commit. **Steps to reproduce** Start a server with heartbeat scheduling enabled and no tool connections. Let startup finish and observe two maintenance ticks. The old code repeats the health inventory query. The new startup regression verifies that those ticks do not invoke the health inventory. **Paperclip version or commit** This branch includes merged parent #17518 and master `96727b3cfefb61f85ffe1fbc29a9b6dd6837efe8`. The 47 changed paths belong to the single tool-connection health duty. No database file differs from master. Related: #14638 covers runtime-auth exclusions. #15448, #15325, and #11910 concern MCP failure classification. This PR preserves those provider policies and does not replace their work. ## What Changed - Keep the GitHub error-projection unit fixture at the health-write boundary and verify the real transaction path in the PostgreSQL health-worker suite. - Add a health schedule owned by tool access. Read lean eligibility fields and saved observation timestamps. - Register health work with the existing coordinator. Refresh only dirty connection/application/company scopes using bounded inventory pages, check due connections in fair company batches, continue concrete due backlog after one second, and retain failures with backoff. - Notify before supported eligibility and observation writes in their owning transactions. Cover API/gallery setup, OAuth, catalog/gateway observations, email, voice, access removal, deletion, and settings. - Commit connection creation with grant, binding, and runtime-slot SQL before its wake. Keep provider calls outside the new transactions. - Keep provider-to-transport mapping in the chat catalog. SDK-only chat changes do not wake health work. - Replace aggregate health scans, retain the public manual sweep, and document the producer audit and remaining sleep limits. - Keep metadata-only example and Smoke Lab installs scoped. Lock and re-read application type before publishing a real eligibility change. - Keep failed inventory reads on their own retry deadline while healthy due batches continue. - Apply fixture migrations before using external disposable databases in all six producer suites. ## Verification Published head: `8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62`. Fresh CI and reviews are required for this exact head. - **623 distinct targeted cases pass.** The final four complete health, fair-batching, GitHub health recovery, and startup suites pass 80 cases after the retry fix. Five complete producer suites pass 543 cases: tool access 469, access 18, email 45, GitHub events four, and Smoke Lab seven. The earlier 26 health cases are part of this total, not additional cases. - The six producer suites first passed against separate, initially empty PostgreSQL 17 databases at `acbf262843`. They apply their own migrations. The subsequent repair changes only the health worker and its regression; its complete final consumer suites pass on that integrated parent. Server typecheck and build pass with the final repair. - **Installer amplification:** five real installs with 205 unrelated connections reproduced 1,035 example rows and 1,045 Smoke Lab rows. Repeated metadata installs now load only changed fixture connections. The same cases restore an excluded application through each installer and require all 205 unrelated IDs to re-enter the schedule. - **Concurrent eligibility:** a real PostgreSQL lock-wait case requires the installer to notify after a concurrent type change. A mutation that retains the lock but uses the old lookup fails the settled-hint assertion; original source was restored byte for byte. - **Retry isolation:** the failing baseline read one unavailable company three times while another company's 60 due checks drained. Final tests require one initial read, at least 30 seconds between failed reads, prompt healthy progress, eventual recovery, and SQL quiet after settlement. - Real-service producer coverage includes AgentMail activation/pause, GitHub installation changes, and member access removal. Lifecycle coverage includes outer commit/rollback, startup reconstruction, drain/resume, failure, and shutdown. - Failure history and exact evidence scope: [health acceptance](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/idle-tool-connection-health.md#acceptance-follow-up-after-the-plugin-parent-merged-october-27), [producer audit](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/plans/2026-10-24-tool-connection-health-sleep-audit.md). Prior remote failures and earlier 706-case evidence remain historical. Startup tests emitted listener-count warnings; all assertions passed. No full local repository-suite, deployed sleep, fleet savings, or live provider qualification claim is made. ## Risks - Supported live writers must use the transaction signals. Independent SQL writers and other replicas need their own wake integration. - Configured eligible connections still have a real proactive health obligation. This does not prove Cloud alarm coverage or host/database suspension. - Existing manual probes and catalog operations can overlap. This migration does not introduce a credential-version CAS or change provider failure policy. - Voice remains eligible under the previous health policy. Its generic probe can still report an unsupported transport; changing that behavior is separate work. - No database migration, new table, workflow, or lockfile change. This PR includes its merged parent and current inspected master; later stack PRs and all current-head acceptance gates remain separate. ## Model Used OpenAI Codex, GPT-6 family, with repository tools, code execution, and reasoning. The exact serving version and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-27 21:37:50 -05:00
DottaandPaperclip	2adcde162e	fix(server): wake Grok dispatch from committed reservations (#17490) ... ## Thinking Path > - Paperclip manages agent work and should become idle when no work is owed. > - Grok routine dispatch already persists each outbound intent before delivery. > - Its dispatcher starts a one-second timer whenever public MCP is configured. > - That timer queries settings even when Grok is disabled, and scans dispatches when enabled but idle. > - The reservation transaction and feature-setting transaction already define when work can become available. > - This PR connects those writes to the shared coordinator and retains the Grok service's claim and delivery policy. > - The worker becomes quiet without adding a queue table or replaying uncertain sends. ## Linked Issues or Issue Description Stacked on #17486. This PR owns only Grok routine dispatch. It does not include decision retention or other remaining maintenance owners. Related open Grok PR #17278 concerns Runner credential-lease fixtures, not this dispatcher. The duplicate search found no overlapping dispatcher migration. **What existing behavior does this improve?** Grok routine dispatch recovery in the server. **Current behavior** With public MCP configured, the dispatcher reads instance settings every second, including when Grok is disabled. With Grok enabled, it scans for prepared dispatches every second. The baseline regression observed three queries in 3.2 seconds with Grok disabled. **Proposed behavior** Reconcile once at startup. Wake from committed dispatch reservations and experimental-setting changes. Schedule another pass only while prepared dispatches remain or reconciliation failed. Disabled and settled workers perform no recurring SQL or provider calls. **Reason and benefit** Remove unnecessary tenant database activity while preserving dispatch recovery, current authorization, provider outcome semantics, and shutdown ownership. This follows the existing sleep-aware maintenance direction; ROADMAP review found no competing dispatcher redesign. **Breaking changes** No public API or provider payload change. The internal dispatcher start method receives the shared coordinator; that coordinator now owns shutdown. Sending, accepted, unknown, and terminal dispatches remain non-replayable. This does not extend Cloud wake coverage. ## What Changed - Register the Grok worker with the existing coordinator; remove its independent timer. - Signal reservation and experimental-setting writes before commit. Nested writes follow their outer transaction. - Preserve ten-row batches, durable send claims, current authority checks, and existing cancellation/uncertainty policy. - Join admitted work during shutdown and leave later rows for restart. - Add a concurrent, replay-safe partial index for prepared dispatch lookup. Keep only the five newest generated snapshots. - Reuse the existing real OAuth/agent/routine fixture for lifecycle tests and add a validated external PostgreSQL test option. - Document producers, recovery, quiet conditions, and remaining host-sleep limitations. ## Verification Test revision: `6d81746fe260ee879442e7e0c879cfe88c250c8e`, followed by docs-only head `679f523d78`, which received both 5/5 reviews and passing CI. This candidate normally integrates landed target `8dfed893d8`. Its entire runtime and acceptance-test sources match that reviewed/tested tree; only four independently merged Runner E2E accounting files and the ledger differ, preserved exactly. Migration 0391 and the parent journal prefix are unchanged. Local checks were not repeated on unchanged runtime; fresh final-head CI and reviews are required. - **273 cases pass** in nine complete suites: real-PostgreSQL dispatch lifecycle, Grok qualification, server startup, scoped deadlines and all five instance-settings suites. Server typecheck and production build pass with the updated Runner vendor. - The baseline disabled-feature regression failed with three SQL reads. Existing lifecycle cases cover first reservation, restart, non-replayable history, re-enable, outer commit/rollback, drain, failure/retry, concurrent enqueue, paging, foreground send race, expiry, settings commit/rollback, and shutdown. - Generated migration `0391_third_roulette.sql` adds only the concurrent/idempotent prepared-dispatch index. All 389 parent journal entries are unchanged; five generated snapshots remain (0387–0391). Migration safety/numbering, schema drift and actual fresh apply/replay on two isolated PostgreSQL databases pass. - The earlier 259-case selection and 40,000-row generic-plan probe remain historical evidence: both unchanged queries used the partial index, six shared buffers including the routine join, 0.032ms / 0.025ms local execution. No new deployed suspension or cost claim is made. - Earlier browser CI failed during agent-chat fixture restoration (lock timeout/HTTP 500), followed by a test seeing the experiment left enabled. Those failures remain recorded in the owning audit; they were not dispatcher assertions. Later pre-reconciliation `a74305e2b4` checks were terminal and green. Fresh CI and both 5/5 bot reviews are required for this head. Commands: server Vitest for `grok-dispatch-work`, `grok-bot-routine`, `server-startup-feedback-export`, `scoped-deadline-work` and the five `instance-settings-*` suites; server typecheck/build; DB migration safety/numbering, snapshot drift and fresh migration apply/replay. ## Risks - Signals are local to the shared database owner and its child pools. Independent SQL writers and other replicas need explicit wake integration. Startup recovers committed prepared rows. - Disabled Grok retains prepared rows and resumes after a committed settings change. This does not relax Cloud's binding/assignment/hold guards. - Existing send-error cancellation policy is preserved. Sending or unknown outcomes are not reset or automatically replayed; this is not an exactly-once delivery change. - Shutdown awaits the current send within existing transport timeouts and stops before the next row. - The index adds write/storage cost but bounds queries independently of completed history. Existing migration execution runs concurrent index creation outside a transaction. ## Model Used OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact serving model identifier and context window were not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-27 19:07:53 -05:00
TonioandClaude Fable 5.1	341b622604	feat(ui): Artifacts V1 behind an experimental setting — Artifacts page, panel tab and task thread (#17228) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents produce artifacts: documents, files, pictures, video and links. The app shows them on the Artifacts page, in the right panel's Artifacts tab and in the task thread > - The artifact directions lab (#17213) settled a presentation for those surfaces, MVP V1, drawn from the PCLP-Core mocks. It is a reference, not product code > - Shipping it means product components on product data, token-only, behind a switch, one surface at a time, so the current presentation stays the default until the new one has been used > - This pull request adds the switch (Settings > Experimental > Artifacts V1), the `--artifact-*` tokens, the V1 primitives as product components, and the V1 presentation on all three surfaces behind the switch: the Artifacts page, the panel's Artifacts tab and the task thread > - The benefit is the redesign in the product, reversible by one setting, with every existing behaviour of those surfaces kept ## Linked Issues or Issue Description No public issue exists. This section follows the feature request template; the plan is `doc/plans/2026-10-22-artifacts-mvp-v1.md`. **Subsystem affected** The web UI (`ui/`): the Artifacts page, the right panel's Artifacts tab and the task thread. The experimental settings contract in `packages/shared` and `server` gains one boolean. **Problem or motivation** The three artifact surfaces grew separately and their artifact presentation is dated and inconsistent. The lab produced a measured direction; nothing in the product uses it yet. **Proposed solution** An experimental setting, `enableArtifactsV1`, default off, with the same plumbing as the other experimental settings. Product primitives under `ui/src/components/artifacts/v1` (kind helpers and adapters, the sheet and print artwork, the stack, the page tiles with the Paper Mono pill, the row the panel and thread will share), driven by `--artifact-*` tokens in `index.css` with light and dark values. With the setting on: the Artifacts page shows one row of views (Tasks, All files, Images, Videos, Documents, Text, Files) and the V1 tiles, a task with several artifacts as a stack whose newest artifact is the first page, everything else as single tiles; the panel's Artifacts tab is one flat list of V1 rows, newest first, with the expandable rows (Markdown review surface, document annotations, deep links) keeping their behaviour behind the row as their face; the thread shows a message's files as rows under its footer and registered deliverables and documents as one row each. The hover movement respects reduced motion. **Alternatives considered** Replacing the current cards outright: no fallback and three surfaces to land at once. Mounting the lab's components: they are typed on lab fixtures and keep lab-local tokens, which the token gates reject. The primitives were ported instead and the lab stays a reference. **Roadmap alignment** Supports the "Artifacts & Work Products" theme in `ROADMAP.md`. Presentation only; no data model change. **Additional context** No new API fields: the tiles show title, identifier, count and "Updated …"; rows take sizes from the work-product and attachment payloads; a picture's aspect ratio comes from the loaded image, 4:3 until it loads. The plan records what each surface keeps and what it drops (run sections in the panel; the "Images · N / Files · N" labels and the four-up grid in the thread). ## What Changed - Add the `enableArtifactsV1` experimental setting: shared type, validator and feature catalog, server defaults and managed keys, the `useArtifactsV1Enabled` hook, and the Settings > Experimental toggle (in its alphabetical place). - Add the `--artifact-*` tokens and the Artifacts V1 component rules to `ui/src/index.css`: light values on `:root`, dark overrides, and the hover movement under `prefers-reduced-motion: no-preference`. - Add `ui/src/components/artifacts/v1/`: `kinds.ts` (kind treatment, labels, glyphs, the server's media-kind rule, adapters from `CompanyArtifact`), `geometry.ts` (the measured constants), `when.ts`, `ArtifactSheet`, `ArtifactPrint`, `ArtifactStack`, `ArtifactFront`, `ArtifactTile` (stack and single tiles, caption, grid), `ArtifactRow` (the row and its inline group), `ArtifactsV1Filters`, with the mock's SVG assets. - Wire the Artifacts page: with the setting on, the toolbar's filter row becomes the V1 views and the grid renders V1 tiles; the toolbar takes an optional `filters` row for this. The old cards and kind filters stay the default. - Wire the panel's Artifacts tab (`IssuePropertiesArtifactsTab`): with the setting on, one flat list of V1 rows, newest first; `DocumentRow` and `MarkdownWorkProductRow` take a `face` render prop so the V1 row fronts their unchanged expansion, review and deep-link behaviour; `PanelFileRow` opens attachments and attachment-backed work products the way the shipped card does (gallery, text tab, new tab) with open and download beside the name; other work products are a link row with their status. - Wire the task thread: `TaskChatBubble` hangs a message's files under its footer as V1 rows inline (pictures and video to the gallery, text to a text tab, files to a new tab) in place of the media grid and file chips; `TaskChatProtocolCard`'s resource rows render deliverables, documents and attachments as one V1 row each, opening where the card did. - `ArtifactRow` keeps trailing controls beside its own control (no nested interactive elements) and can be a link, an in-app anchor, a new-tab anchor or a button; adapters read work products, documents, attachments and message references. - Add a catalogued Storybook story, `Components/Artifact V1 primitives`, under `documents-artifacts`, on fixtures. - Add tests: the primitives (kinds, dates, print fitting, tiles, rows), the hook, the Artifacts page, the panel's Artifacts tab, the task-chat bubble and the protocol card, each with the setting on and off; the settings page and server tests list the new key. - Add `doc/plans/2026-10-22-artifacts-mvp-v1.md`. ## Verification - Run `cd ui && pnpm typecheck`: the Storybook catalog accepts the new story, and `tsc -b` is clean apart from the five pre-existing `PluginOrganizationSwitcher` errors. - Run `pnpm check:token-gates` and `node scripts/check-maps.mjs`: clean. - Run `cd ui && npx vitest run src/components/artifacts src/components/issue-properties src/components/task-chat/TaskChatBubble.test.tsx src/components/task-chat/TaskChatBubble.artifactsV1.test.tsx src/components/task-chat/TaskChatProtocolCard.test.tsx src/components/task-chat/TaskChatProtocolCard.artifactsV1.test.tsx src/pages/Artifacts.test.tsx src/hooks/useArtifactsV1Enabled.test.ts src/pages/InstanceExperimentalSettings.test.tsx`: the suites pass (151 tests in the last run). - Run `cd packages/shared && npx vitest run src/feature-catalog.test.ts` and `cd server && npx vitest run src/__tests__/instance-settings-service.test.ts`: pass. - Manual: open Settings > Experimental, turn on Artifacts V1. On the Artifacts page the view row reads Tasks, All files, Images, Videos, Documents, Text, Files; tasks with several artifacts show as stacks, hovering fans the pages and lifts the artwork (not under reduced motion); Images shows single tiles with bordered prints. Open a task's Artifacts tab: one list of rows, newest first; a Markdown work product still expands into its review surface, a document still opens in its tab. In the thread, a message's files sit under its footer as rows. Turn the setting off: everything returns to the current presentation. - Storybook: `Tasks and conversations / Documents, attachments, and work products / Components / Artifact V1 primitives`. - Not run: the full `pnpm test:run` and `pnpm build` (CI runs them), and a browser pass against a dev instance with real artifacts on the three surfaces; that pass is the remaining step before this leaves draft. ## Risks - Off by default; with the setting off, the only changes on a product path are an optional `filters` prop on the toolbar, an optional `face` prop on two panel rows, a read of the setting in the bubble and the protocol card, and the new token declarations. - With the setting on, the Artifacts page's view tabs set two URL parameters (`groupBy`, `kind`) at once; the group-by menu and search are unchanged. - A picture with unknown dimensions renders at 4:3 until it loads, then the print refits once; the frame's height is fixed so nothing below it moves. - About thirty new `--artifact-*` tokens, namespaced and documented in place. ## Model Used - Claude Fable 5.1 by Anthropic, model ID `claude-fable-5-1`, used through Claude Code in the desktop app. Extended reasoning was on. Capabilities used: tool use (shell, file edits, a headless Playwright browser for the lab's measurements, the Figma MCP server for the mocks during the lab work) and image input. The context window is the Claude Code session's; its exact size is not surfaced to the session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above (#17213 is the lab this builds on) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (the suites listed above; CI runs the full set) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes (the plan document; no command or product behaviour changes outside the setting) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-10-22 15:14:58 -07:00
DottaandPaperclip	3ce8d976a9	Add experimental Paperclip Notebook MCP connection (#16984) ... ## Thinking Path > - Paperclip connects agents to external tools through saved accounts and per-action permissions. > - Notebook exposes artifact management through an ordinary remote MCP server with OAuth. > - A private pilot needs a hidden, default-off catalog and execution gate. > - Local file publishing belongs to Notebook, which can accept bounded file bytes through ordinary MCP tools. > - Paperclip therefore needs the connector registration and generic availability checks, with no file-transfer architecture. ## Linked Issues or Issue Description **Subsystem affected** Apps catalog, experimental feature metadata, connection setup, and connector availability. **Problem or motivation** Users need to connect Notebook as their Cloud account, assign its tools to agents, and retain Paperclip's normal Allowed / Ask first / Off rules. The private pilot must remain hidden until an operator enables it. Notebook should own its upload protocol and local publishing script. **Proposed solution** Register a personal remote MCP OAuth connection at Notebook's canonical endpoint. Reuse existing OAuth discovery, credential storage, refresh, reconnect, and removal. Enforce availability through generic catalog feature metadata and saved application identity. Keep Notebook's standalone uploader in its own service repository; it calls the ordinary gateway and receives no saved OAuth credential. **Alternatives considered** A gallery-only filter permits retained tools and deep links while disabled. A shared workspace publisher and private upload-ticket transport add runtime behavior that a normal MCP connector does not require. Notebook can receive file bytes directly through its own tools instead. **Roadmap alignment** This extends Connected Apps and supports Artifacts and Work Products. ROADMAP.md and related PRs were checked. This PR is standalone on master. The separate OAuth lifecycle and file-transfer proposals (#17085 and #17086) are closed and are not dependencies. ## What Changed - Register Notebook's personal MCP OAuth method, canonical endpoint, scopes, catalog metadata, and branding. - Declare managed `enablePaperclipNotebook` with false defaults and no user-facing settings toggle or staging opt-in. - Use generic availability metadata for gallery/setup, retained connection identity, OAuth completion, health, tool/context discovery, and dispatch. Resources/prompts recheck before credentials, including retained handles. Removal remains available while disabled. - Resolve catalog application identity from the saved application key, so editable connection labels cannot bypass the hidden gate. - Select a method's sole supported credential kind when no kind is supplied. - Keep UI changes to metadata-driven availability and existing setup/reconnect controls. - Document Notebook's service-owned upload script, inline publication, ordinary action policies, and credential behavior. - Add ordinary MCP OAuth, assignment, action-policy, disabled-state, settings, and catalog tests. No workspace contribution registry, private transfer endpoint, native publisher, Runner file-reader change, or Paperclip CLI upload command is included. The entire native-runtime and CLI trees match master. Upload code lives in `paperclip-cloud/notebook/`. ## Verification Source head: `65ef741e4f476c67425b57d2fb2d6d4c00e99b06`, directly on master `53732c811bb69655eb43d3d12f2063ae4ca5ad67`. The diff is 42 files. Shared execution changes only enforce generic catalog availability; tool access also resolves saved application identity and the sole supported credential kind. Neither module contains Notebook upload logic. - Catalog/shared/settings/UI suites: 592 tests passed across 12 files. Shared/server/UI typechecks passed using installed compilers. - Fresh real PostgreSQL generic MCP suite: 84/84 passed at final source; server typecheck and module boundaries pass. Coverage includes personal OAuth, ordinary refresh/reconnect, assignments, Allowed / Ask first / Off, hidden feature enforcement, and local credential removal. Four new resources/prompts cases failed against the prior code and pass after filtering saved application identity and rechecking before credentials. They prove missing/relabelled setup markers and stale eligibility cannot dispatch or read secrets while disabled; an ordinary provider remains available with the flag off. - The full tool-access service suite passed 463/464 cases. One unchanged Google Workspace `slides.write` case timed out at 15 seconds; it passed on one isolated retry without source or timeout changes. Its exact test block matches master. The cause is not established; final-head CI must qualify the complete suite. - Maps, module boundaries, token gates, and whitespace checks passed. Byte comparisons confirm the former transfer/runtime/CLI surfaces match master. - Fresh exact-head Greptile is 5/5 with zero unresolved findings after an exhaustive feedback audit. Current-head CI workflow [39625691137](https://github.com/paperclipai/paperclip/actions/runs/39625691137) succeeded, including both required checks (`ci / verify`, `ci / e2e`), Build, and browser E2E. Supplementary security/advisory scan status is recorded in the PR Checks panel and qualification receipt; prior-head scans are not counted. The superseded `4bd7af9b2e` completed CI successfully, but Greptile found the valid resources/prompts availability gap described above. It was fixed, replied to, and resolved; earlier-head results do not qualify this revision. Preserved environment failures: the first socket-restricted UI/route run had 93 listener setup failures, and the same 93 cases passed with local-socket access. The package-manager launcher could not fetch its signature metadata; installed compilers passed without dependency or configuration changes. The full service timeout and isolated retry remain recorded separately. The superseded `585e870e73` CI also failed an unchanged agent-chat project-plan revision assertion after task creation; the complete spec and relevant runtime sources match master, and a same-master prior run passed. Its cause is not established. Logs are preserved; no test or timeout was weakened and no old-head rerun was requested. The subsequent heads run full CI independently; no prior-head pass substitutes for current qualification. The Notebook uploader requires a separate service release. This public PR adds no uploader runtime to Paperclip and claims no newly deployed browser/agent acceptance. The Notebook-owned upload path is qualified separately. Code-owner review remains required before merge. ## Risks - The feature flag gates the curated connector; it does not create a Notebook service-side team allowlist or block arbitrary standard MCP URLs. - Publishing, sharing, and deletion retain the existing assignment and action-policy boundaries. - The hidden feature must be checked for retained tools and saved identity, including when connection labels change. - Disconnect removes local credentials. It does not revoke the remote Notebook authorization; the owner can revoke it in Notebook. - Ordinary refresh uses the existing client. A lost response after refresh-token rotation can require reconnect. - The standalone Notebook script and its bounded upload tools must ship together in the Notebook service before that documented convenience path is available. - No database schema, workflow, lockfile, shared transfer, or Runner change is included. No merge, deployment, or rollout is performed by this update. ## Model Used OpenAI GPT-6 in Codex, with reasoning, repository inspection, code execution, and tool use. The runtime did not expose a more specific model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-21 11:07:18 -05:00
DottaandPaperclip	c6ee96a3df	fix: stop idle MCP event polling (#17036) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - MCP task subscriptions and Dot mailboxes notify external clients when work changes. > - Their delivery workers queried SQL every two seconds, including when no work existed. > - Those queries prevent idle databases from becoming quiet across many hosted instances. > - Existing activity, mailbox, subscription, and delivery records already preserve the work. > - This pull request uses committed-write signals and saved retry deadlines to drive delivery. > - Idle subscriptions become quiet while startup, retry, drain, and shutdown recovery remain supported. ## Linked Issues or Issue Description Related sleep migrations: #15625, #17000, #17008. Searched open PRs and issues for MCP event sleep/polling work; no duplicate found. **What happened?** Each public MCP and Dot event service started a two-second interval. It checked settings, scanned subscriptions, created delivery receipts, cleaned expired records, and attempted delivery even without changes. **Expected behavior** An empty or subscribed-but-idle service produces no recurring SQL or network traffic. Committed events trigger prompt delivery. Only unfinished work retains a retry deadline. **Steps to reproduce** Configure a public MCP origin and start the server. Observe recurring settings queries with MCP disabled, or subscription/queue queries with it enabled. No incoming task changes are required. **Paperclip version or commit** Initially inspected master at `8b4ab65b1c3d863d282752e83307943720a5c85c`; rebased onto `c2daf906d9` after master advanced. The only conflict was overlapping imports in the heartbeat queue; both were preserved. ## What Changed - Register separate MCP and Dot workers with the existing delivery coordinator. Remove both unconditional intervals. - Notify from committed activity, comment, mailbox, subscription, and experimental-settings writes. Centralize comment insertion in one small helper so normal callers do not manage recovery state. - Preserve outer transaction ownership, uncertainty reconciliation, and requests deferred during drain or standby. - Restore delivery retry/abandoned-claim deadlines on startup. Scan subscriptions in pages of 20; drain full source and delivery batches without another external event. Scope subscription refreshes to their subscription or shared Dot binding, issue activity to its task, comment discovery to its company, and mailbox/assignment changes to their binding. Retry deadlines do not rescan unchanged sources. - Run expired-record cleanup opportunistically. Preserve on-use expiry checks and the existing one-time automatic Dot challenge behavior. - Add real PostgreSQL lifecycle coverage and guarded external test database options for existing MCP/Dot integrations. Document producers and the supported writer model. ## Verification - Final head `e54fb34485921016ef988f7df9cca173a9ebdfc8`: all CI checks passed (55 successful checks/statuses, one neutral review, two intentionally skipped Storybook checks). Mergeable with no unresolved review threads. Greptile: 5/5 on this exact commit; security scan passed. - All 284 affected tests passed in one local run after rebasing: 16 real-PostgreSQL lifecycle tests, 24 coordinator/scheduler/standby tests, 84 public MCP tests, 54 Dot runner tests, and 106 interaction-service tests. - Server TypeScript passed after refreshing generated Runner/plugin SDK dependencies from master. Full workspace typecheck and build passed before the rebase; final CI repeated typecheck and build successfully on the rebased head. - Coverage includes SQL/network quiet with configuration and history, committed writes, outer commit/rollback, drain/standby, retry restoration, reenable/unsubscribe, concurrent writes, shutdown, source/delivery/subscription batch boundaries, Dot challenges and reconnects, native broker fences, comment discovery, and company-isolated scans. - CI exposed an existing lock-order test whose insert proxy missed nested transactions and waited indefinitely. The fixture now observes nested inserts, preserves the lock assertion, and fails explicitly if interception is missed. The complete 106-test interaction suite and the formerly hanging CI shard pass. The warm-standby/settings test doubles were also updated for the new coordinator/transaction boundaries. - Earlier fixture failures (required timestamps, cleanup, external database selection, async waits) were corrected. One existing OAuth first-poll timing assertion and one E2E company-cleanup race passed on single reruns; the final full CI run passed without a rerun. No OAuth or company-deletion behavior was changed. - The local full `pnpm test:run` attempt could not initialize embedded PostgreSQL after five attempts. It was stopped; affected integrations were verified with separate disposable PostgreSQL 17 databases, and final CI supplied the full-suite result. Embedded-only local skips are not counted as passes. ## Risks - Notifications use one live server/database scope. Independent SQL writers and separate live replicas do not trigger these process-local workers. Startup recovers durable state; continuous multi-writer discovery needs a notification/ingress contract. - Idle physical cleanup waits for startup or another enabled sweep. Subscription and authorization expiry remain enforced on use. - Existing delivery claims, retry bounds, signatures, and receipt deduplication remain in place. No new tables or migrations. - Host sleep-safety checks remain conservative. MCP/Dot retry deadlines are not yet covered by Paperclip Cloud's scheduled-wake contract. This proves worker quiet, not deployed host suspension or fleet savings. ## Model Used OpenAI Codex (GPT-6), with reasoning, local code execution, and tool use. The runtime does not expose a more specific model version or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-21 07:55:09 -05:00
DottaandPaperclip	fc0d390d98	fix: enforce Cloud-enabled features on every managed stack (#16953) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Cloud sets managed feature values for each tenant stack. > - Staging lets admins change experimental features. > - The staging exception also let old tenant false values override Cloud true values. > - This could disable required features such as isolated workspaces. > - This pull request keeps every Cloud-enabled feature on and rejects attempts to disable it. > - The same rule applies to staging, production, and managed stacks without a hostname. ## Linked Issues or Issue Description Refs: #16876 **What happened?** The staging override added in #16876 treats managed true values as editable defaults. A stored tenant false value can disable a feature that Cloud enables. Settings writes also accept attempts to disable Cloud-enabled features. **Expected behavior** If Cloud sets a feature to true, the tenant reads true and cannot turn it off. This applies to every managed stack. Staging can still change allowed experiments that Cloud has not enabled. **Steps to reproduce** 1. Set a managed staging primary hostname and enable isolated workspaces in `PAPERCLIP_MANAGED_CONFIG`. 2. Start with `enableIsolatedWorkspaces: false` in the tenant settings row. 3. Read `/api/instance/settings/experimental`. Before this fix, staging returns false. 4. Try to PATCH that flag to false. After this fix, the API returns 403 without saving, and reads return true with managed control metadata. **Paperclip version or commit** Reproduced against master at `cde944ed75648adfb569e86133adc8b118b55dd6`. ## What Changed - Keep managed true values in the staging read overlay. They override old tenant values and lock the existing UI controls. - Reject attempts to set any Cloud-enabled feature to false before writing settings. - Cover every managed feature in service tests across staging, production, and an absent hostname. Add real-service HTTP tests for isolation on staging and production. - Update operator documentation and the feature and access maps. ## Verification - Confirmed the new service regression fails before the fix: staging returns stored false, and writes can attempt to disable enabled flags. - Passed all six focused settings suites: 168 tests. Passed the final route and overlay suites after adding the HTTP regression: 109 tests. - Passed existing experimental settings UI tests: 54 tests. These cover the existing managed-control behavior. - Passed `node scripts/check-maps.mjs` and `git diff --check`. - Passed `pnpm -r typecheck` and `pnpm build`. The first typecheck used an install that did not honor locked versions and hit an unrelated `@pierre/diffs` API mismatch. Reinstalling from the lockfile resolved it; no lockfile changes are included. - Full CI passed on `f43136812a92ec838a24f0c423270e4fbd997c28`: 55 successful checks, one neutral review check, and two expected skips. This includes typecheck, build, general and serialized tests, runner checks, and E2E shards. [CI run](https://github.com/paperclipai/paperclip/actions/runs/39411907756). - The duplicate local `pnpm test:run` was stopped after the complete CI matrix passed. It is not counted as a completed local full-suite pass. - Greptile reviewed `f43136812a92ec838a24f0c423270e4fbd997c28`: 5/5 with no outstanding findings. The only finding on the first review was the repository rule against new code comments; those comments were removed. ## Risks - Staging users can no longer disable a feature that Cloud enables. This is the intended behavior. - Clients that send a stale full settings form containing false for a Cloud-enabled feature receive 403 and must reload. - No database migration is needed. Stored false values remain in the database, but cannot override an active Cloud true value. - Cloud-disabled staging experiments remain editable. Production restrictions and self-hosted settings remain unchanged. ## Model Used - OpenAI Codex, `gpt-6.1-sol`, with reasoning, repository tools, and test execution. The context window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-20 06:14:52 -05:00
DottaandPaperclip	c5226daf7a	fix(cloud): enable experimental toggles on staging (#16876) ... Allow instance admins to change approved experimental feature controls on managed Cloud staging. Preserve production restrictions and managed access and execution policy. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-19 13:04:07 -05:00
DottaandPaperclip	9077748894	Remove the Pipelines experiment and preserve its data (#16834) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Pipelines was an unused experiment with its own UI, API, CLI, and automation. > - Keeping it leaves unsupported product surfaces and extra task-detail queries. > - Removing the experiment must preserve data that users already saved. > - This pull request removes the feature and keeps its database schema and migration history. > - Cases and Routines remain available as separate features. ## Linked Issues or Issue Description **What existing behavior does this improve?** Remove the unused Pipelines experiment across the application. **Current behavior** The experiment includes pipeline boards, stage settings, case automation, review queues, learnings, permissions, and CLI commands. Task detail also queries pipeline links. **Proposed behavior** Remove all these product surfaces and their implementation. Preserve existing tables, records, and documents. Ignore the retired boolean in older managed configurations so upgrades still start. **Breaking changes** Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are removed. Task detail no longer includes the old `linkedCases` field. The independent Cases API remains available. No database migration or cleanup is included. Related feature work: #7907, #9110, #10905, #11375, #13004, #14671, #16133. Related issues: #9663, #10310, #10312. This removal supersedes the feature; it does not implement those pending enhancements or delete their saved data. ## What Changed - Remove Pipeline UI pages, navigation, gates, clients, query keys, helpers, and unused design tokens. - Remove Pipeline REST routes, services, automation dispatch, task-detail queries, and OpenAPI discovery. - Remove the CLI commands, shared contracts, experimental flag, catalog entry, and permission defaults. - Remove feature-specific tests, tutorials, smoke scripts, maps, and Storybook examples. - Preserve database schema, migration history, and the reserved document key used by old records. - Keep Cases routes independent and cover obsolete stored and managed settings. ## Verification - Passed: `pnpm build` and `pnpm -r typecheck`. - Passed: targeted settings, managed configuration, sidebar, settings UI, routing, and feature-catalog tests. A first sidebar run caught a shared Workspaces icon import; the import was restored and the sidebar rerun passed. - Passed: 40 tests covering Cases routes, OpenAPI discovery, retained Pipeline table constraints, and schema snapshot drift. - Passed: token gates, map validation, generated API metadata check, Storybook catalog validation, and 28 map/catalog tests. - Passed: isolated local browser verification of navigation and Experimental settings with Pipelines absent; Cases and Routines still open normally. Live GET/POST requests to retired Pipeline endpoints return 404, and the retired setting is absent. CLI help has no Pipeline commands. - Passed: 22 access-service and agent-default-grant tests after restoring unrelated permission assertions flagged in review. - Local full run: `pnpm test:run` reported one failure in the unchanged workspace-runtime port-allocation test. That test passed in an isolated rerun. The long local run was stopped after full CI passed; it is not reported as a complete local pass. - Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2 conditional checks skipped), including build, typecheck, test shards, and browser suites. Eleven interrupted CI jobs reported “The operation was canceled”; their one-time retry passed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/39255211006). - Greptile: 5/5 on the final commit, with the only review finding fixed and resolved. - Sandbox socket restrictions affected the first build/API test attempts. The same commands ran with local sockets available. ## Risks - Existing Pipeline clients must stop using the removed endpoints and commands. - Existing data remains in the database and backups, but the removed UI no longer displays it. - Historical boolean `enablePipelines` values are ignored. They cannot restore the feature. - Cases and Routines must retain their separate behavior. Targeted route tests cover this boundary. ## Model Used OpenAI Codex, GPT-6, with repository inspection, editing, shell execution, and browser verification. The exact deployed model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 08:09:46 -05:00
DottaandPaperclip	2cc7992369	Share the external Runner lifecycle and add strict Muse contracts (#16444) ... Add the external Runner foundation with distinct Dot/Grok V6, canonical home-mode V7 and Muse V8 contracts. Keep generated schemas and profiles synchronized. Bound default question-answer command IDs in a disjoint namespace while preserving existing IDs and durable replay. Preserve canonical migration history and add normally generated, replay-safe Muse schema milestones with literal preview-history fixtures. Refs #16444. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-16 13:46:50 -05:00
DottaandPaperclip	b8ffeb973a	feat(runner): add experimental Grok Bot agent participation (#16219) ... ## Thinking Path > - Paperclip manages AI agents that perform work for a company. > - The shared Runner owns task admission, authority, receipts and finalization. > - An existing Grok Bot needs to receive assignments and return results through that Runner. > - The Bot also needs governed access when it starts work from its own conversation. > - This PR adds agent-purpose MCP access and routine webhook dispatch. > - It reuses the external-agent Rust Runner and keeps Grok capabilities explicit. > - The provider stays experimental until the real-client managed journeys pass. ## Linked Issues or Issue Description **Agent or provider** Grok Bot, distinct from the Grok Build coding runtime in #13882. **Why this adapter is useful** Users can assign work to an existing Bot, receive progress, questions, documents and files in Paperclip, and let the Bot initiate work under its agent permissions. **How the agent is invoked** A webhook-only routine delivers bounded references. Dedicated named-agent OAuth and MCP provide inbound calls. Setup follows [Grok routines](https://cursor.com/help/grok-bot/routines) and [custom plugins](https://cursor.com/help/grok-bot/connect-plugins). The current desktop app needs its Bot-generated Webhook URL navigation link when routine-row clicks fail. The GitHub search found related Grok Build runtime work, but no existing Grok Bot agent provider. This extends the roadmap’s existing agent, Runner, governance and artifact foundations. ## What Changed - Add default-off Grok Bot participation through the shared real Rust external backend, preserving native provider identity guarantees and distinguishing session closure from remote termination. - Bind agent OAuth to company, agent, client, gateway and authorizer; recheck permissions and task-bound execution authority without manufacturing a native identity. - Persist routine configuration, dispatch intents, authenticated acknowledgement and recovery holds. Store URL/key together in encrypted secret storage, use guarded public egress, and never automatically replay ambiguous HTTP delivery. - Reuse native tools, durable waiting, completion assessment and review. Add task-bound file grants through existing artifact storage; suppress proactive echo dispatch and synchronous result wake loops. - Enforce the current native deliverable work-mode policy at file-ticket issuance and use. Add operator retries for confirmed rejected wakes, with retained receipts, stable retry intent and current-authority checks. Recovery locks bindings before routine rows. Thread Stop resolves the selected run and its agent. - Cancel queued and preparing Stop targets before assignment creation, restore saved setup after a failed request and successful retry, and publish the Grok provider descriptor schema. Advance the versioned Copilot source declaration for the shared schema change; its qualification remains pending. - Filter task summaries with the shared privacy policy, preserve feedback admission when wake delivery is blocked, reconcile settled delivery receipts without restoring work authority, and bind every Stop control to its displayed run. Recovery records distinguish dispatch uncertainty from a revoked session. - Add resumable guided setup, credential replacement, consent, management, observed work status and stop/recovery controls, plus an interactive Storybook journey using the production task thread, question form and report card. Grok’s own apps remain available; Paperclip workspace and third-party tools are deferred. ## Verification - Five focused protocol, authorization, person MCP and Runner files: 192 tests pass. The Grok assigned-work case executes the actual Rust Runner, saves a document, uploads/deduplicates a file and reaches ordinary finalization. - Proactive intake/deduplication and renewed-session recovery pass. These use scripted clients and synthetic storage; they are not real-provider acceptance. - Repository typecheck, production build, token gates, map checks and Storybook build/catalog checks pass. The local full-suite campaign was stopped after macOS shared-memory exhaustion repeatedly prevented embedded PostgreSQL startup. No local aggregate pass is claimed. The first clean-worker CI run identified avatar fixture/configuration, flag defaults, feature-card ordering and OpenAPI route-coverage gaps; all four focused regressions pass after correction. Those regressions pass. The latest clean-worker CI run also found a Copilot source-hash declaration mismatch after the shared descriptor update; the corrected declaration passes all 28 integrity tests. The next review corrections pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner contract/integrity/history tests. The latest database fixtures were blocked at startup by host shared-memory exhaustion; clean-worker CI must execute their new regressions. Full current-head CI now passes: 54 successful checks and four intentional skips. The database regression uses the PostgreSQL driver result shape; file-policy, rejected-feedback and lock-order cases pass on clean workers. Current-head Greptile is 5/5 with no unresolved findings. - Rendered setup steps and outbound-only verification were walked through in Storybook. Simulation cannot enable Done without an authenticated-reply state. - Actual client OAuth, continued access, reconnect and one routine wake with an exact chat acknowledgement were observed separately. This candidate’s live authenticated challenge, assigned/proactive workflows, Linux managed artifact, restart and cleanup are not yet qualified. The provider stays disabled by default. - The separate Cloud ingress change forwards only exact task-bound upload/download paths and preserves host identity and header stripping. - Current Cloud policy reserves Test for pre-merge app/harness experiments; Staging accepts only master-derived revisions. Real-client qualification needs a supported, authorized deployment target and remains outstanding. ## Risks One append-only migration adds routine/dispatch state and extends shared bindings and file tickets. The unshipped migrations were regenerated after upstream consumed their original numbers. Rolling back code retains the durable rows; revoke grants and inspect unknown remote activity before resuming dispatch. Grok cannot confirm remote termination, stream its complete transcript or report spending. Plugins are account-wide and do not isolate credentials between Bots. Real-client managed acceptance remains required before enabling the experimental provider. ## Model Used OpenAI Codex based on GPT-6, with reasoning, code execution and browser/native UI tools. The exact deployment model ID and context-window size are not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-13 20:57:42 -05:00
DottaandPaperclip	a7dd5284b5	feat: add company fast-response acknowledgements (#15748) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human messages start agent work through task, chat, and external-channel intake. > - Agent startup can delay the first visible response. > - A small direct model call can acknowledge the request while normal work starts. > - This response must remain separate from evidence that the agent answered or completed work. > - This pull request adds optional company-wide fast responses with durable receipts, access checks, and cost accounting. > - Users receive prompt acknowledgement without changing the agent execution path. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: database, shared contracts, server orchestration, connections, and UI. **Problem or motivation** Users can wait for an agent to start before they receive a contextual response. Generic progress messages do not confirm what the user asked. An acknowledgement must not falsely complete work or satisfy an unanswered turn. **Proposed solution** Add a disabled-by-default experimental fast-response model using an existing shared API connection. Generate one short acknowledgement for each accepted human turn. Use the existing agent identity and external publication outboxes. Retain platform provenance and account for the inference independently. **Alternatives considered** Running the acknowledgement through the agent runtime adds startup latency. Restricting implementation to OpenRouter leaves other existing API connections unsupported. This change supports all existing API connections and uses OpenRouter for live verification. **Roadmap alignment** This extends existing agent communication and connection settings. ROADMAP.md and open pull requests were checked. No duplicate fast-response implementation was found. The maintainer supplied the feature plan directly. ## What Changed - Add Experimental fast responses to instance settings. Keep the feature off by default. Enforce the flag at intake, dispatch, and publication. - Move Decision model and Fast response setup to company Settings → Connections when the experiment is enabled. Place Connections below Environments. Separate the model sections with clear headings and a divider. Keep Decision model in General when the experiment is off. Route Costs setup links to the available settings page. - Make the acknowledgement prompt a multiline template string. Ask for a brief, positive response in the user’s language. - Add settings, connection/model selection, sponsorship, fixed-sample testing, and Costs history. - Add a Vercel AI SDK text service for existing native, routed, Bedrock, and local API connections. - Add durable per-turn requests, a bounded worker, a three-second admission deadline, and one inference attempt. - Integrate task creation, task and agent chat, steering, queued follow-ups, experimental board chat, shared chat intake, and email. - Preserve receipt provenance and exclude receipts from completion, recovery, interaction resolution, and agent wakeups. - Recheck authorization, source validity, real replies, budgets, and destination binding before publication. Preserve accounting for suppressed or uncertain outcomes. - Add provider contracts, database race tests, channel outbox tests, UI tests, Stories, and documentation. Keep decision-model execution unchanged. ## Verification - Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after rebase. The UI typecheck and build also pass after the final navigation fixes. All 37 focused navigation tests pass. The first full local `pnpm test:run` invocation reported seven chat failures. All seven passed in isolated reruns after fixture updates and host cleanup. This invocation was stopped after the full final-head CI suite passed. - Initial local database tests hit macOS shared-memory exhaustion. A diagnostic confirmed `shmget: No space left on device` with the system limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were reclaimed. The isolated rerun passed all 31 fast-response and channel tests. The two additional Slack regression cases also passed in a separate rerun. No active database was stopped. - UI token gates pass. Provider contract tests cover all supported API connection types. Fast-response tests cover uniqueness, authorization, budgets, expiry, cancellation, restart, real-reply races, and the experimental flag. - The test drive verified that disabling the experiment hides Connections and redirects its direct URL. Enabling it restores the saved OpenRouter setup. After restart on the final commit, the OpenRouter settings sample returned “Sure, I’ll take care of fixing the border around the settings panel.” in 428 ms. It used 260 input and 31 output tokens and recorded $0.0000576 in reported cost. - Earlier live OpenRouter verification produced a receipt in 1.013 seconds for a new task. The real agent then supplied its substantive answer. A separate settings test took 1.34 seconds, used 246 input and 23 output tokens, and recorded $0.0000361. - Live Slack verification on final commit `24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial task and a follow-up in a disposable bot DM. The initial acknowledgement appeared 2.405 seconds after the Slack message and 1.413 seconds after durable acceptance; the follow-up appeared in 2.322 seconds and 1.160 seconds respectively. The recorded generation/settlement durations were 898 ms and 697 ms. The initial call used 291 input / 39 output tokens and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035. - The Slack acknowledgements retained the assigned agent identity and `origin: fast_response`, source-turn references, and no fabricated run ID. A status snapshot after the initial receipt showed the task still `in_progress` with its real execution run. The agent then read the CSV fixture and correctly reported two ready items, two blockers, and their owners. Both replies stayed in the originating DM, and no duplicate generic working message followed the delivered contextual acknowledgements. The `new` command started a fresh conversation session without generating a fast response. - An earlier eligible Slack turn generated a response but suppressed publication. Its reported cost was retained, generic progress remained, and the real agent completed the requested result. This is recorded separately from the two delivered acknowledgements; the history did not expose a precise suppression reason. - Slack verification used real signed provider events, the existing intake/publication paths, and a user-approved temporary webhook-only HTTPS tunnel. Subscriptions were limited to direct-message events. The test bot was paused and the tunnel stopped afterward. Live channel/group-thread and GitHub journeys remain unverified; their mocked tests cover intake, destination binding, publication, and continued underlying work. - Greptile reviewed final commit `24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review findings are fixed and all threads are resolved. [Final-head CI run](https://github.com/paperclipai/paperclip/actions/runs/38060015730) passed. This includes grouped server/chat/workspace tests, serialized suites, runner checks, browser journeys, typecheck, build, release registry, policy, and the canary dry run. - Manual check: enable Experimental fast responses. Open company Settings → Connections. Select a shared API connection and model. Save and use Test response. Submit a task message and confirm that its receipt does not complete the task. ## Risks - The migration adds receipt and configuration tables plus accounting references. It uses idempotent statements and follows the current migration sequence. - A slow provider, authorization change, or real-agent reply can suppress an acknowledgement. Existing progress feedback remains available. - Unknown provider billing retains a reservation until reconciliation. External deliveries with uncertain outcomes must not be blindly repeated. - Live Slack initial-task and follow-up DM journeys pass. Live Slack channel/group-thread and GitHub journeys remain unverified. The PR remains a draft and records these gaps. Final-head repository CI and automated review pass. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser interaction. The runtime does not expose an exact model snapshot ID or context-window size; these are not asserted. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-10 13:09:17 -05:00
DottaandPaperclip	ed2c22ea8c	feat(connections): simplify dedicated GitHub App setup (#15416) ... ## Thinking Path > - Paperclip manages agent work and the tools each agent can use. > - GitHub bots need their own App identity and restricted repository access. > - Manual App configuration and repeated setup gates make that connection hard to finish. > - GitHub can create an App from a manifest, but people must approve creation and repository access. > - Each Paperclip stack should own configuration, credentials, signature verification, and task admission. > - This change uses Cloud as an encrypted callback and event gateway, then completes setup in the stack. > - GitHub review bots have their own experimental setting. Chat connector opt-in does not control them. ## Linked Issues or Issue Description **What existing behavior does this improve?** Dedicated GitHub App setup, bot settings, and task-scoped GitHub replies. **Current behavior** Users must configure an App, copy credentials, repeat repository selection, and complete manual verification gates. Review settings are hard to scan. Mentions in descriptions can be missed, and automatic completion text can produce an extra GitHub comment. **Proposed behavior** Choose an agent and connect GitHub under a personal account or organization. GitHub asks for creation and installation consent. Paperclip resumes the same draft, stores secrets locally, imports access, verifies delivery, and opens Settings. Each accepted request has one editable App-owned comment for progress and results. Review assessments produce deterministic checks for the reviewed commit. **Breaking changes** GitHub bots require their own default-off experimental opt-in. The setup-method and delegated-agent screens are removed. Per-person automatic-run flags remain readable but are replaced by author filters. Existing connections, direct webhooks, saved restrictions, and manual existing-App recovery remain supported. Companion gateway: https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The roadmap and related PRs were checked; no duplicate dedicated-App wizard was found. ## What Changed - Add an independent **GitHub review bots** setting across the catalog, routes, identity admission, and task controls. Existing bots continue running when the UI setting is off. - Replace setup with Choose agent and Connect GitHub. Support personal and organization owners, inline low-trust conversion, saved drafts, known organization suggestions, automatic completion, and same-App recovery. - Keep manifests, OAuth PKCE, credential exchange, vault storage, installation verification, and original webhook-signature validation in the stack. Use the Cloud sealed gateway for public callbacks and outbound local delivery. - Add resumable owner metadata in migration 0323. Retry a failed registration renewal through the same durable replacement rather than creating another App route. - Support authorized mentions in issue and PR bodies, comments, inline comments, and review summaries. Preserve attachments, edited-source identity, duplicate protection, and lifecycle invalidation. Filter requests explicitly addressed to another connected bot. - Give agents task-scoped review, comment, and update tools. Update one working comment through progress and final output. Close coalesced requests and recover delayed acknowledgements, including deleted earlier working comments. Preserve automatic replies for legacy connections without saved review configuration. Preserve partial publication evidence and quarantine uncertain automatic fallbacks without blocking Board messages or questions. - Reorganize Settings and Access with rich slash-skill instructions, numeric passing scores, clear automation controls, formal-review tooltips, member and contributor sections, and verified App branding links. Preserve invalid score drafts and automation choices across tabs. - Paginate repositories in 20-row batches with search and a true connection-wide toggle. Batch verification at GitHub's 500-ID token limit. Keep saved repository overrides while hiding their editor. - Give each review a detail URL that remains usable beyond the newest 100 records. Synchronize the manager OpenAPI contracts and add recovery, authorization, UI, and browser regressions. - Reconcile the current master branch and retain its agent avatar, feature catalog, and extracted heartbeat preparation code. Preserve a saved test-drive port and recover from an occupied high port. ## Verification - Focused UI, independent experimental-setting, and CLI tests: 199 passed. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed. The broad local Vitest attempt was interrupted after resource timeouts and stale expectations; the affected regressions passed focused reruns. The latest-head full CI matrix passed, including all browser shards, server/chat suites, builds, typechecking, canary packaging, and Docker context integrity. A Docker Hub 429 required a CI retry; it passed without changing the code. - Final review repairs: 127 attachment/event tests and server typecheck passed. All 13 final integration regressions passed under the normal CI timeout, covering legacy reply compatibility, deleted coalesced comments, inline-only review completion, progress edits, and native final recovery. Restart-safe description/review attachments passed the attachment suite. - Final regressions: four reply/lifecycle tests, both native GitHub wait tests, 171 feature-gate/reply-contract tests, the routed review preview, and five scheduler/reply regressions passed. The final fixture repair also passed all six setup-continuation cases and all three complete chat-test shards in CI, covering terminal receipts and retries under the normal CI timeout. One loaded-host receipt run exceeded its local timeout; the exact case passed in an isolated rerun and the complete CI shard. - GitHub integration tests cover personal and organization setup, retry recovery, edited mentions, attachment provenance, coalesced requests, delayed acknowledgements, partial review writes, old review URLs, and company boundaries. - Browser qualification: both GitHub journeys, all five provider setup/management journeys, and the GitHub uncertain-send recovery journey passed. GitHub setup, reconnect, and task replies run with chat disabled; chat enabled alone cannot expose GitHub bots. The disposable qualification database was removed after testing. - Earlier live qualification verified App-owned issue replies, native slash-skill invocation, progress comment edits, and a 5/5 PR review with a passing current-head check in the dedicated permissions-smoke repository. These live checks did not use personal credentials as bot execution authority. ## Risks - Deploy the merged Cloud gateway protocol before the stack update. Each callback and encrypted event must retain the original instance and tenant binding. - Migration 0323 uses idempotent column additions for test installations that already applied the earlier draft migration number. - A verified connection does not prove runtime isolation or a completed review. Runtime checks remain separate. - Required merge checks must be configured in GitHub. A passing numeric score does not formally approve a PR; approval and request-changes tools remain opt-in. - Existing-App credentials cannot silently renew an uncertain manifest exchange. Recovery preserves the existing App, draft, connection, and agent. - Repository changes save immediately. Global toggles affect all currently available repositories, including unloaded rows, without granting new installation access. - A failed or uncertain tool write suppresses automatic fallback text; the governed outbox retains its evidence. Deleted or replaced response comments are not recreated through a personal credential fallback. - GitHub logo upload remains an optional human action in GitHub App settings. Runtime provisioning, delegated setup, screenshot publication, and production push delivery remain deferred. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model identifier and context size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; complete test matrix is checked in CI) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 17:01:20 -05:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414) ... ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description **Subsystem affected** Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. **Problem or motivation** An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. **Proposed solution** Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. **Roadmap alignment** This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head 00ca2c75b 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. **Current behavior** The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. **Proposed behavior** An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. **Reason and benefit** Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. **Breaking changes** The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. **No completed Butter read/delegation/result retrieval is claimed.** - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused checks pass; unrelated local full-suite timeouts are explicitly recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 12:35:16 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description **Subsystem affected** AI Connections, Connectors, plugins, run dispatch, and session compatibility. **Problem or motivation** Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. **Proposed solution** Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. **Roadmap alignment** This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show **Used by** below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then **Connectors / Pool host** or **AI Connections / Connection pools**. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, code execution, and browser testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes:` / `Refs:` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted suites; full-suite limitations are reported above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 20:44:37 -05:00
3 people	1c07b5903b	feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The left nav is the main way people move between tasks, the inbox, and Agent Chat > - The nav has separate Inbox and Tasks rows that show overlapping work, and Chat is one row among many > - The side panel beside a chat shows the conversation's own artifacts, not the work the agent did > - People want Chat to be easy to find, and they want one place for their task views > - This pull request moves Chat to the top of Work, shows the agent's tasks and artifacts beside each chat, and adds an experimental flag that folds Inbox into Tasks > - The benefit is a shorter nav and a chat view that shows what the agent is working on. Both changes stay off until an operator enables them ## Linked Issues or Issue Description Refs #14706 (the secondary Agent Chat navigation this change builds on) Refs #14848 (reopen the last visited agent chat) **Subsystem affected** UI navigation (left nav, mobile tab bar), Agent Chat side panel, task list and inbox, and the company artifacts API. **Problem or motivation** Inbox and Tasks are two nav rows for overlapping work. Chat sits in the top group with no clear home. The chat rail lists only agents you already talked to, so you cannot see your other teammates there. The side panel beside a chat shows only the conversation's own artifacts. It does not show the tasks and files the agent made. **Proposed solution** With Agent Chat on, Chat leads the Work section and the rail lists every eligible agent. The chat side panel opens on the agent's tasks as cards, and the agent's artifacts are available from +. A new experimental flag, Combined Inbox + Task List, makes Inbox a set of views inside Tasks. **Alternatives considered** Rebuilding the inbox inside the task list. Instead, `/issues` hosts the existing Inbox component for inbox views and the existing task list for status views, so all inbox behaviour stays the same. **Roadmap alignment** Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes are behind experimental flags that are off by default. ## What Changed - **Agent Chat nav (streamlined shell):** Chat is the first row of Work, not a top-group row. Workspaces leaves the nav while Agent Chat is on. The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell keeps master's top-group Chat row. - **Chat rail:** `AgentConversationsSidebar` lists every eligible agent. The open chat is first, then conversations by recent activity, then the rest of the roster alphabetically. Terminated agents and agents you left are omitted unless you have history with them. The picker still marks only real conversations as "Open chat". - **Chat side panel:** a new default Tasks tab shows one card per task the agent created, was assigned, commented on, or acted on, newest first. It has the task list's filter popover and a sort control. **+ → Artifacts** shows the agent's artifacts as cards. Cards open in a new tab. Agent Chat off keeps the old Artifacts tab. - **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts `agentId`. The filter applies to documents, work products, and attachments by the agent each result is attributed to. The shared validator and the UI client carry the new parameter, and the OpenAPI entry picks it up from the shared schema. - **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by default):** new card in Settings > Experimental. The Inbox row goes away and its badge moves to Tasks. A Views menu on `/issues` covers Mine, Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done. Bare `/issues` opens the last-used view (default Mine). Links that carry `assignee`, `workspace`, `participantAgentId`, or `q` open All so the filter is kept. `/inbox/*` and `/issues/{all,active,backlog,done,recent}` redirect to the matching view. `/inbox/requests` stays its own page. - **Task detail breadcrumb:** the view key now decides the source, so quick-archive still works after a reload from an inbox view. - **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail, the chat side panel, and the new flag. ## Verification - `cd ui && npx vitest run --no-file-parallelism src/components/chat src/components/task-side-panel/TaskSidePanel.test.tsx src/components/AgentConversationsSidebar.test.tsx src/components/Sidebar.test.tsx src/components/SidebarCompanyMenu.test.tsx src/components/Layout.test.tsx src/pages/AgentChats.test.tsx src/pages/InstanceExperimentalSettings.test.tsx src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx src/App.activity-routing.test.tsx src/components/MobileBottomNav.test.tsx src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass. - `cd server && npx vitest run src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including the new agent-filter test across all three artifact sources. - The new rail test fails against the unmodified rail. - `pnpm check:token-gates`: all gates clean. - Manual: enable Agent Chat in Settings > Experimental. Open Chat. The rail lists all agents. Open a chat. The side panel shows the agent's tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a Views menu. - Snapshot baselines are intentionally not updated. See `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - With both flags off, the app behaves like master. The only exception is the API: it accepts a new optional query parameter. - With Agent Chat on, the rail can list many agents in a large company. It uses the agent list the app already loads, and search filters it. - The Tasks panel reads at most 200 recently updated tasks per agent and says so when it reaches the limit. The Artifacts panel reads at most 500 of the agent's artifacts. - Combined Inbox + Task List changes what bare `/issues` opens for people who enable it. Deep links with a task filter still open All. ## Model Used - Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code with tool use (shell, file edit, test runs). Extended thinking was enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-04 02:13:46 -07:00
Devin Foley	f38b5693f6	fix: always enable keyboard shortcuts (#14643) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). **What existing behavior does this improve?** Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. **Subsystem affected** Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. **Current behavior** Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. **Proposed behavior** Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. **Reason and benefit** Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. **Breaking changes** `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-29 21:28:06 -07:00
DottaandPaperclip	8781f06a87	feat(connections): enable MCP aggregators by default (#13964) ... ## Thinking Path > - Paperclip helps people manage AI agents for work. > - Connections let those agents use external services with explicit access rules. > - Zapier, Arcade, Composio Connect, and Executor already have setup and runtime support. > - Their experimental switch still blocks discovery and setup by default. > - This pull request removes those gates and the Settings toggle. > - Users can connect these providers without enabling an experiment. ## Linked Issues or Issue Description Refs #13755. Refs #13941. **What existing behavior does this improve?** Apps browsing, inline setup, and agent connection search for the four MCP aggregators. **Current behavior** An instance must enable the MCP aggregators experiment before users or agents can start setup. **Proposed behavior** All four providers are available by default on local and managed instances. Old stored and managed values still parse but cannot disable them. ## What Changed - Remove the aggregator gates from Apps, inline setup, server setup, and agent search. - Remove the Settings toggle and its UI hook. - Retain the old setting key only for upgrade compatibility. Normalize it to true and ignore managed overrides, as Apps already does. - Replace opt-in fixtures with default-on coverage. Test old false values, all four setup flows, provider choice, and the removed toggle. - Update current connector guidance and remove the opt-in from the runner acceptance fixture. ## Verification - 306 focused tests passed across eight files: shared remote MCP contracts; server remote MCP lifecycle, aggregator fallback, settings normalization, and managed overlay; UI Apps browsing, setup, and experimental settings. - Server and UI TypeScript checks passed. - UI token gates and `git diff --check` passed. - The full local suite was not run, per the maintainer's instruction. All 54 CI checks passed; two checks were skipped. One unrelated workspace-preview readiness timeout passed on one failed-shard retry. - The setup fixtures use simulated MCP responses. This change does not claim new live provider acceptance. ## Risks - Existing instances now show all four providers, even if the old flag was false. This is intentional. - External provider choice, credentials, company isolation, agent grants, and tool policies still apply. Showing a connector does not authorize an external account. - No data migration is required. The compatibility key keeps old managed configuration documents valid. - Historical Zapier live acceptance remains incomplete in the existing evidence report. The maintainer explicitly requested the default-on rollout for all four existing providers; the report records that scoped exception. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository tools, and test execution. The context window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 17:31:32 -05:00
DottaandPaperclip	18dac1e1ef	feat(connections): add experimental memory providers and remote MCP access (#13942) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Connections give agents governed access to external tools. > - Agents need durable memory across tasks and execution environments. > - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory tools. > - This pull request adds their setup flows behind an experimental toggle. > - It also delivers assigned MCP tools through the native remote Codex runner. > - Operators can connect a provider once and use the same governed tools locally or in Daytona. ## Linked Issues or Issue Description **Problem or motivation** The Apps catalog lacks a complete set of memory providers. Remote native Codex agents also need access to assigned managed MCP tools without receiving provider credentials. **Proposed solution** Add five memory connectors behind the disabled-by-default Experimental memory connectors setting. Use the existing connection setup and permissions UI. Default their tools to Allowed. Preserve company boundaries, operator permission changes, provider scopes, and audit attribution. **Alternatives considered** Direct provider credentials in each sandbox would duplicate setup and bypass the managed gateway. The remote runner instead uses its existing protocol channel to call the gateway on the server. **Roadmap alignment** This maintainer-requested experiment supports the Memory / Knowledge and Connected Apps roadmap areas. It adds provider connections without introducing a separate memory UI. Related connector authoring documentation is tracked in #13692; no duplicate memory-provider implementation was found. ## What Changed - Add provider definitions, official branding, and the experimental setting for all five providers. - Use OAuth for Zep and Supermemory, API credentials for Mem0 and Honcho, and a bundled Cloud API bridge for Cognee with no runtime downloads or subprocesses. - Default memory tools to Allowed and classify destructive actions explicitly. - Fix personal remote credential resolution and propagate provider tool errors. - Relay assigned managed MCP tools to remote native Codex through the runner protocol. Recheck current authority for each call and rotate stale tool contracts. - Add 21 Storybook states and complete OAuth walkthrough fixtures. - Document provider research, sanitized tool inventory, and live local and Daytona proof. ## Verification - Passed workspace typecheck: `pnpm -r typecheck`. - Passed production build: `pnpm build`. - Full local `pnpm test:run`: 13,273 passed, with failures from process/readiness timeouts under parallel load. Reran all 16 affected suites with one worker: 456 passed, leaving two macOS `/var` versus `/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`. No test failures remain unverified. Latest-head remote CI passes all 54 checks (two optional Storybook jobs skipped). Greptile is 5/5 with no unresolved findings. - Latest Cognee gateway regression: 71 passed, including public deployment without a runtime host and immediate recovery after a provider error. Bundled bridge tests: 25 passed. - Browser setup and real agent tasks exercised all five providers. Mem0, Cognee, Zep, and Honcho have successful store/retrieve proof. - Supermemory now has scoped read/write consent. Local storage and real Daytona write, document read, and semantic recall passed; indexing completion was verified before claiming success. - All five providers were exercised through a real Daytona sandbox and its native runner MCP relay. Provider credentials remained on the server. The final bundled Cognee bridge also passed a fresh Daytona store/recall run. All disposable sandboxes were removed and verified absent after testing. - Storybook is rebuilt and contains the experimental toggle, catalog, setup, permissions, and error states. The Zep and Supermemory access steps advance correctly. ## Risks - Provider OAuth scopes and plan limits remain independent of Paperclip tool permissions. An Allowed tool can still be rejected by the provider. - Providers can queue memory indexing; save acceptance does not prove that semantic recall is ready. - Remote tool contracts must stay synchronized with current connection authority. Regression tests cover revocation and stale contracts. - This change has no database migration. Existing connections remain usable when the experimental catalog toggle is disabled. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository edits, code execution, and browser automation. The exact context window size is not exposed in this session. Live acceptance agents used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 15:54:38 -05:00
DottaandPaperclip	e8c8ba3c19	feat(apps): add experimental MCP aggregator connectors (#13755) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description **Subsystem affected** Apps, connection setup, shared contracts, and the remote MCP gateway. **Problem or motivation** Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. **Proposed solution** Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. **Alternatives considered** A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. **Roadmap alignment** Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 12:53:11 -05:00
Nicky LeachandClaude Opus 5	b64469e403	feat(workspaces): add an operator default for isolated execution workspaces (#13444) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The execution workspace subsystem decides if a task run uses the shared project checkout or an isolated per-task git worktree > - The mode comes from the project policy, then the task settings. A project that stores no policy always falls back to the shared checkout > - An operator who wants every project to use isolated workspaces must therefore edit each project one at a time, and must repeat this for each new project > - There is no instance-level control, so a fleet operator cannot set this default at all > - This pull request adds a managed experimental flag that moves the default for projects that store no policy of their own > - The benefit is that an operator sets the workspace default one time, and every current and future project follows it ## Linked Issues or Issue Description No public issue exists. The description follows the feature request template. **Subsystem affected** Execution workspaces. The files are `server/src/services/execution-workspace-policy.ts` and the run dispatch path in `server/src/services/heartbeat.ts`. **Problem or motivation** `resolveExecutionWorkspaceMode` reads only the project policy, the task settings, and a legacy field. Its last statement returns `shared_workspace`. A project that stores no policy always gets the shared project checkout. An operator has no way to change this default for many projects at the same time. The operator must edit each project, and must edit each new project again later. Tasks in one project therefore share one checkout, and they run one at a time when the environment driver makes the scheduler serialize them. **Proposed solution** Add the managed experimental flag `enableIsolatedWorkspacesByDefault`. When the flag is on, a project that stores no policy of its own resolves as if it selected isolated workspaces. A project that stores a policy keeps that policy. The new helper substitutes a project policy. It does not move the last statement of `resolveExecutionWorkspaceMode`. Two behaviors make this necessary: - A task that has no project must keep its current behavior. An isolated workspace needs a repository to cut a worktree from. `isUnrunnableWorktreeCombo` blocks an isolated task that has no `projectId` and no `projectWorkspaceId`. A moved fallback would resolve isolated for project-less tasks, such as agent chat, and stop them before dispatch. - The mode and the strategy must agree. `buildExecutionWorkspaceAdapterConfig` supplies the default `git_worktree` strategy only when one layer asserts workspace control. A moved fallback would leave isolated mode with a `project_primary` strategy. **Alternatives considered** - Change the last statement of `resolveExecutionWorkspaceMode` to `isolated_workspace`. This is one line, but it changes the default for every deployment. It is also not gated, so it would apply where isolated workspaces are off. - Write the policy to each project row with a script. This does not cover new projects, and it does not cover new instances. - Add an instance defaults section to the managed-config document. This needs a new document key, new validation, and new delivery code. A boolean flag reuses the delivery machinery that exists today. **Roadmap alignment** `ROADMAP.md` does not list execution workspace defaults. This change adds an operator control to an existing capability. It does not add a new capability. **Additional context** The flag is `tier: "managed"`. A cloud operator can therefore deliver it with the managed-config machinery that exists today. No new delivery code is needed. ## What Changed - Add `enableIsolatedWorkspacesByDefault` to the feature catalog with `tier: "managed"`. Both defaults are off. - Add the flag to the experimental settings schema, the type, and both branches of `normalizeExperimentalSettings`. - Add `applyDefaultIsolatedExecutionWorkspacePolicy` to `execution-workspace-policy.ts`. It substitutes `{ enabled: true, defaultMode: "isolated_workspace" }` only when the flag is on, the task has a project, and the project stores no policy. - Apply the helper in the run dispatch path in `heartbeat.ts`, after the existing `gateProjectExecutionWorkspacePolicy` call. The `hasProject` argument reads the resolved project row, not the raw `projectId` of the task. - Gate the new flag behind `enableIsolatedWorkspaces` at the call site. The new flag does nothing on its own. - Add a toggle card to the instance experimental settings page. The card shows only when isolated workspaces are on. - Add eight tests for the new helper. ## Verification Commands: ``` pnpm --filter @paperclipai/shared typecheck pnpm --filter @paperclipai/ui typecheck cd server && ../node_modules/.bin/tsc --noEmit ``` The server typecheck script also builds a Rust binary. I ran `tsc` directly because this machine has no `cargo`. The server package reports no type errors. Tests: ``` ./node_modules/.bin/vitest run \ server/src/__tests__/execution-workspace-policy.test.ts \ server/src/__tests__/instance-settings-service.test.ts \ server/src/__tests__/instance-settings-cloud-defaults.test.ts \ server/src/__tests__/instance-settings-managed-overlay.test.ts \ server/src/__tests__/instance-settings-routes.test.ts \ server/src/__tests__/managed-config.test.ts \ server/src/__tests__/heartbeat-workspace-busy.test.ts \ server/src/__tests__/heartbeat-workspace-session.test.ts \ server/src/__tests__/heartbeat-workspace-ready-comment.test.ts \ server/src/__tests__/execution-workspaces-service.test.ts \ server/src/__tests__/issue-runtime-workspace-binding.test.ts \ server/src/__tests__/run-trust-preset.test.ts \ packages/shared/src/feature-catalog.test.ts \ packages/shared/src/settings-visibility.test.ts \ packages/shared/src/validators/instance.test.ts \ ui/src/pages/InstanceExperimentalSettings.test.tsx \ ui/src/components/Sidebar.test.tsx ``` All of these files pass. The new tests cover each of these cases: - The helper substitutes an isolated policy for a project that stores none. - The helper changes nothing while the flag is off. - The helper changes nothing for a task that has no project. - The helper keeps a stored policy, including a policy with `enabled: false`. - The resolver returns `isolated_workspace` for an unpolicied project. - An explicit task setting still wins over the operator default. - The substituted policy produces the `git_worktree` strategy. - A project-less task does not become an unrunnable worktree. To confirm the behavior by hand: 1. Turn on Isolated Workspaces, then turn on Use Isolated Workspaces By Default. 2. Open a project that has no execution workspace policy. 3. Start a task in that project. 4. The run gets its own worktree. Tasks in that project no longer wait for each other. ## Risks Low to medium. The details: - The flag defaults to off, and it is inert unless `enableIsolatedWorkspaces` is also on. An instance that does not turn on both flags sees no change. - A project that stores a policy keeps it. This includes a policy with `enabled: false`, which the helper reads as a decision to stay on the shared checkout. - When an operator turns the flag on, the workspace configuration fingerprint changes for projects that store no policy. Their next run creates a new workspace. This is correct, because the mode did change, but the first run after the change does more setup work. - A task that is in flight when the flag changes resumes with a different workspace path than the path its session remembers. An operator should let current runs finish before turning the flag on. - Isolated workspaces use more disk, because each task gets its own worktree. ## Model Used Claude Opus 5 (`claude-opus-5`) in Claude Code, with extended thinking and tool use. The model read the repository, made the change, and ran the typechecks and tests above. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-09-14 20:59:56 -07:00
DottaandPaperclip	ab15aff390	feat: add experimental persistent agent chat (#13284) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 08:56:04 -05:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-10 10:06:45 -05:00
3 people	5acf56658b	feat(onboarding): first task opens as a chat with a chief of staff (#13068) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Onboarding ends by handing a new user to their first agent on a seeded first task > - Today the wizard asks for a mission up front, the UI composes what the agent is told, and the agent starts running before the user says anything > - New users get a cold, ticket-shaped start, and nobody can edit the agent's brief or persona without a code change > - This pull request makes the first task a short chat: a four-step wizard, a chief-of-staff persona, a greeting plus a two-option opening card, server-owned markdown texts, and no run until the user answers > - It also gives question cards one consistent action row (Cancel / Skip / Next), makes agent hires idempotent within a run, and turns the Paperclip Runner flag on by default for self-hosted instances > - The benefit is a first run the user steers, with texts a board operator can edit as markdown ## Linked Issues or Issue Description No public GitHub issue exists for this change. The feature request fields follow. Related PRs and issues: - Refs #11043 — an earlier draft of the first-task onboarding experience. This PR supersedes it. - Refs #11280 — a report about the onboarding first-task route test. This PR extends that test file. ### Subsystem affected Onboarding wizard, the seeded first task and its texts, task-chat question cards, agent hiring, and the instance experimental settings. ### Problem or motivation The onboarding wizard collects a mission through two extra steps and a questionnaire. The UI then composes the first agent's instructions and the first task description from those answers. The first task wakes the agent at once, so the agent runs and posts before the user types a word. Board operators cannot change the greeting, the brief, or the persona without editing TypeScript. Question cards in chat behave differently per adapter, and a single-select pick submits on click. A misread hire response could create a duplicate agent that the creating agent cannot remove. ### Proposed solution Reduce the wizard to four steps and stop the UI from authoring agent texts. Move the greeting, the brief, the chief-of-staff persona, and the opening question into markdown and JSON files that the server loads at runtime. Seed the persona onto the first agent through an explicit hire marker. Do not wake the first task until the user answers the opening card or types. Give every question card the same Cancel / Skip / Next actions. Add an experimental toggle that switches the single-task proposal between one confirmation card and a plan document with a checkbox card. Make agent hires idempotent within a run. ### Alternatives considered - Keep the mission questionnaire and feed it into the brief. Rejected: the agent asks better questions in chat, and the wizard gets shorter. - Keep the first task open-ended with a plain composer. Rejected: a two-option card gives the user a clear first move. - Derive the plan-document behaviour from the user's intent only. Rejected in favour of an explicit experimental toggle so operators can choose. - Key the "pick does not submit" behaviour off the presence of a submit label. Rejected: several adapters set a submit label on single-select cards, and their cards would change behaviour. ### Roadmap alignment `ROADMAP.md` lists no planned core work on onboarding or the first task. This change refines the existing flow and does not duplicate planned work. ## What Changed - Wizard: four steps (Name your organization, Create your first agent, Connect a model, Review). The front door and both mission steps are removed with their state and saved-progress keys. The UI no longer composes the first agent's instructions or the first task description. - Server-owned texts: the greeting, the brief with two proposal variants, the chief-of-staff persona, the opening question, and a README live in `server/src/onboarding-assets/first-task/` and load at runtime. The create route stores the assembled brief and ignores any client description. - Persona seed: an `onboardingFirstAgent` marker on the hire lets the server seed the chief-of-staff persona over the first agent's entry file. Board-authored hires only. The persona tells the agent the hire response shape and to list agents before it acts on an unclear result. - No auto-run: the first task does not queue an assignment wake. The stranded-assignment reconciler leaves it idle until a user comment or an answered card exists. - Opening card: the server seeds an `ask_user_questions` card right after the greeting with two options: "Interview me and propose a plan and an agent team to execute it." and "I have a task in mind" with free text. Answering wakes the agent. - Experimental toggle `enableFirstTaskPlanProposal` (default off): the single-task proposal is one confirmation card, or a plan document plus a checkbox card when on. - Question cards: every `ask_user_questions` card renders Cancel, Skip, and Next (the submit label on the last question). Skip hides on required questions. Picking an option no longer advances or submits by itself. - Wizard guards: the dashboard's agentless offer ignores a cached empty agent list while a refetch is in flight. The hire step adopts an agent that already carries the typed name instead of hiring "Name 2". - Agent hires are idempotent within a run: a retry of the identical request under the same run id returns the existing agent with `200` and `idempotent: true`. The fingerprint covers the whole validated request, so a corrected payload is a new hire. Lookup, create, and activity record run under one lock per company and run, so overlapping retries cannot both create. - The Paperclip Runner experimental flag defaults to on for self-hosted instances. Cloud keeps its declared default: a managed instance whose tenant row and managed overlay omit the flag resolves it to off. - Question cards: a send that finds an earlier required answer missing returns to that question with a message instead of failing silently. - The two onboarding e2e specs follow the new wizard: the front door and growth intake shots are gone, and the planning-mode spec dismisses the opening card before it reads the composer. - Docs: `docs/board-operator/editing-first-task-texts.md` explains how to edit the texts and the toggle. ## Verification Commands, run from the repo root: ``` pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build pnpm --filter ./packages/shared typecheck pnpm --filter ./ui typecheck pnpm --filter ./server exec tsc --noEmit pnpm check:token-gates pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000 ``` Results on this branch: - Typecheck is clean for shared, ui, and server. - Token gates: 4 of 4 clean. - UI: 344 tests pass across 23 files. - Server: all suites pass. The first test in `agent-skills-routes` has its own 10 s cap and needs about 15 s on my laptop for the app cold start. It passes with a longer cap. This PR does not change that cap. Manual steps on a dev instance: 1. Open `/onboarding`. Confirm four steps: Name your organization, Create your first agent, Connect a model, Review. 2. Finish the wizard. Confirm the first task shows the chief-of-staff greeting and the opening card with two options. Confirm no run starts. 3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm a run starts and an interview card of 3–4 questions arrives. 4. On a fresh organization, pick "I have a task in mind", type a task, and press Continue. Confirm a proposal arrives as one confirmation card. 5. Turn on Settings → Experimental → "First task: propose with a plan document" and repeat step 4. Confirm a plan document and a checkbox card arrive. 6. Visit the dashboard after the hire. Confirm the wizard does not reopen and one agent exists. 7. Open any question card. Confirm Cancel returns the plain composer with the card still pending, Skip advances an optional question, and Next moves to the next question. Design reference with flow diagrams, chat mock-ups, and live captures: https://pages.paperclip.ing/first-task-flow/proposed/ ## Risks - `pnpm dev` now builds the runner daemon because the Paperclip Runner flag is on by default. Developers without a Rust toolchain must set `PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances that never set the flag now let qualified agents use the runner. - The wizard drops the mission steps and their saved-progress keys. A user who is mid-wizard on an older build restarts at step 1 after an upgrade. Existing organizations are not touched. - The first task no longer runs on its own. A user who neither answers the card nor types sees no agent activity. This is intended. - The persona seed applies only to hires that carry the marker from the wizard. API hires are unchanged. - Hire idempotency is scoped to one run id and to the exact request. Retries across runs, or with a changed payload, still create a second agent. The lock is per server process, which matches how an instance serves its API. - Single-select question cards no longer submit on pick. Users of adapters that relied on that behaviour now press Next. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude (Anthropic) through Claude Code. `claude-fable-5-1` with extended thinking, tool use, and code execution wrote most commits. `claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency commits, as the `Co-Authored-By` trailers show. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-09-08 20:19:14 -07:00
scotttong	597fd63b61	feat(ui): add streamlined navigation foundation (#12746)	2026-09-02 23:55:43 -07:00
DottaandPaperclip	8c3b8c432a	Simplify app connections and enable managed Google access (#12728) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. **Subsystem affected** Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. **Current behavior** Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. **Proposed behavior** Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. **Reason and benefit** A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. **Breaking changes** The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-02 14:05:53 -05:00
DottaandPaperclip	141f202e40	Clean up experimental settings features (#12681) ... ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Instance settings control optional product features and developer tools. > - The experimental settings page mixed active experiments, internal tools, and old recovery controls. > - Some workspace links also used the selected company instead of the workspace owner. > - These problems made settings hard to scan and could send users to the wrong company route. > - This pull request removes old controls, groups developer settings, and resolves workspace links from workspace data. > - The benefit is a smaller settings surface and correct workspace navigation. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the instance experimental settings page, task watchdog controls, dependency wake recovery, and execution workspace routes. **Current behavior** The settings page shows old recovery controls and mixes product experiments with internal developer settings. Task watchdogs require an extra feature flag. Some direct workspace links use the current company prefix instead of the company that owns the workspace. **Proposed behavior** Remove the old task recovery experiment and its unused API surface. Make task watchdog controls available without the removed flag. Put worktree execution and managed environment controls in the developer section. Resolve direct workspace links from the workspace owner and reject a company prefix that does not own the workspace. **Reason and benefit** The smaller settings page is easier to understand. The server keeps only the dependency wake backstop that it still uses. Workspace links open under the correct company route. **Breaking changes** This removes the experimental issue graph recovery preview and run endpoints. It also removes the task watchdog feature flag. Task watchdog data and dependency wake behavior remain available. ## What Changed - Removed the old task watchdog and issue graph recovery feature flags. - Removed the old issue graph recovery preview, run controls, API contracts, and unused recovery implementation. - Kept resolved dependency wakes as the scheduler backstop. - Grouped product experiments and Paperclip developer settings on the instance settings page. - Made task watchdog controls available without an extra experimental flag. - Added owner-aware redirects and company checks for execution workspace routes. - Hid the false stopped-state badge while a workspace has no active runtime state. - Updated focused server and UI tests for the new behavior. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` completed with 5,620 passing tests and four failures in unchanged workspace runtime port tests. The same four failures repeat when the two files run alone. - The complete GitHub CI matrix passed, including all server, serialized server, build, canary, and end-to-end jobs. ## Risks - Clients that call the removed experimental recovery endpoints must stop calling them. - The route checks depend on workspace detail access. An unknown or cross-company workspace returns the global not-found page. - There are no database migrations, lockfile changes, workflow changes, or design image changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. The exact deployment ID and context window are not exposed. Reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 14:23:05 -05:00
Dotta	131f5c4065	feat(runner): add administration and observability (#12641) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Administrators need bounded controls for experimental native execution. > - The lower stack adds remote Codex execution and the task workspace. > - Operators need to configure Codex safely and inspect provider traces. > - Unsupported providers must not appear as runnable choices. > - This pull request adds Codex-only administration and observability. > - The benefit is a default-off operational surface for production diagnosis. ## Linked Issues or Issue Description Refs #12640. Refs #12616. Refs #12352. **Subsystem affected** Agent configuration, instance experimental settings, run ledger, provider trace inspector, and administrator actions. **Problem or motivation** The native runner lacks one safe operator surface for Codex permissions, lifecycle, raw trace capture, and run inspection. The integration branch also contains provider choices that the production backend cannot execute yet. **Proposed solution** Expose only the qualified Codex controls. Keep Paperclip Developer Mode and runner preview ingress off by default. Gate raw trace actions by administrator access and existing trace authorization. **Alternatives considered** Exposing unfinished providers would create configurations that fail at runtime. Always-on tracing would increase sensitive data and storage risk. **Roadmap alignment** This work supports governed Cloud and Sandbox agents and production diagnostics. ## Stack - Base PR: #12640. - Lower PRs: #12639 and #12638. - This PR contains only its 54-file administration and observability delta. - This is the final feature PR in the Codex production stack. ## What Changed - Added Codex-only Paperclip Runner permission and lifecycle controls. - Added bounded warm idle configuration. - Kept the provider field fixed to Codex. - Added administrator-only one-run raw trace requests. - Added a persistent future-run raw trace toggle. - Added trace status, metadata, ledger, and canonical runner inspection. - Added JSON-RPC request-origin grouping and finalization lineage. - Restored the stateful PRP transcript parser and focused projection tests required by trace inspection. - Added default-off Paperclip Developer Mode. - Added Honeycomb run links for authorized developer mode. - Disabled the legacy operational skill for `paperclip_runner`. - Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner choices. - Did not change migrations, workflows, dependencies, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, server tests, repository typecheck, build, browser tests, security, and policy gates. - Tests cover Codex configuration defaults and bounds, administrator trace actions, persistent settings, ledger inspection, trace lineage, and Honeycomb links. - Existing server trace authorization and retention tests remain the backend authority. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/task-workspace-experience...HEAD` passes. - The delta contains 54 files. ## Risks - Raw provider traces can contain sensitive provider data. - Existing server authorization controls access, reveal, download, retention, and deletion. - The UI gates trace actions by administrator access and developer mode. - All new instance settings remain off by default. - Fresh Paperclip Runner configuration remains Codex-only. - Direct adapters and legacy task behavior do not change in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 03:41:23 -05:00
Dotta	0a422fda52	feat(runner): add remote execution substrate (#12638) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Runner gives native runs a durable and governed execution path. > - The current native path runs on the control-plane host. > - Remote environments need an authenticated execution-target contract. > - The contract must not change direct adapters or enable new runtimes by default. > - This pull request adds the remote execution substrate and Daytona ingress. > - The benefit is a bounded base for later remote runner transport work. ## Linked Issues or Issue Description Refs #12616. Refs #12352. **Subsystem affected** Cross-cutting. This change touches runner transport, server orchestration, plugin contracts, and shared settings. **Problem or motivation** Native execution cannot resolve an authenticated runner ingress through a remote environment. The server also lacks one provider-neutral contract for remote execution targets. **Proposed solution** Add a default-off runner preview ingress capability. Add transport-neutral runner connectivity. Add remote execution target and lifecycle handling. Add a Daytona ingress implementation with redacted credentials. **Alternatives considered** A provider-specific server path would duplicate orchestration and authorization. A public endpoint without an environment contract would weaken the trust boundary. **Roadmap alignment** This work supports the Cloud and Sandbox agents milestone. It also supports self-healing runs and governed tool access. ## What Changed - Added execution-target traits for local, SSH, and sandbox environments. - Added plugin RPC contracts for runner ingress endpoints. - Added authenticated Daytona preview ingress. - Added transport-neutral PRP outbound connections. - Added remote runner artifact verification and fail-closed provider selection. - Added bounded native session resume, cancellation, and lifecycle recovery. - Preserved Codex-only selection for fresh experimental runner starts. - Preserved all direct adapter execution and finalization paths. - Removed stale Pi provider-pack requirements that security review rejected. - Kept the rollout controls off by default. - Did not change pnpm-lock.yaml, Cargo, database migrations, or GitHub workflows. ## Verification - GitHub Actions will run the repository test, typecheck, build, security, and policy gates. - Focused tests cover ingress validation, redaction, execution targets, remote lifecycle, cancellation, resume, and legacy adapter selection. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check origin/master...HEAD` passes. - The diff contains 52 files. ## Risks - Remote execution crosses a trust boundary. - The implementation validates target capabilities, artifact digests, provider-pack pins, and connection metadata. - The feature remains default-off. - Fresh native selection remains Codex-only. - Existing direct adapters remain on the legacy path. - This PR does not yet make remote Codex runnable. The next PR adds the Rust WSS and TLS transport. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 01:29:06 -05:00
Devin Foley	8f195c2f49	Let operators supply defaults for selected instance settings (#12285) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Hosting operators (a managed cloud, an internal shared server) tune the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, but hiding a control never changes its value > - An instance whose stored feedback-sharing preference is still the schema default ("prompt") keeps prompting users even when the operator hid the control, leaving them no way to answer > - More generally, operators have no supported way to change what a setting defaults to without patching code > - This pull request adds `PAPERCLIP_SETTING_DEFAULTS`, a generic operator-supplied read-time default overlay for registry-listed general settings > - The benefit is that any hosting operator can pair "hide the control" with "default the value", while explicit user choices and self-hosted stock behavior stay untouched ## Linked Issues or Issue Description No public issue exists; following the enhancement template: **What existing behavior does this improve?** Hosting operators need to supply the default value of selected instance settings (first: `feedbackDataSharingPreference`) via configuration, without patching code and without a hard-coded, opinionated constant in the product. **Subsystem affected** Server (instance-settings service, feedback service, boot) and `packages/shared` (settings schemas). **Current behavior** Setting defaults are fixed in the shared zod schemas. `PAPERCLIP_HIDDEN_SETTINGS` can hide the feedback-sharing control and floor writes, but the stored value stays "prompt", so issue-chat surfaces keep prompting with no way to answer. **Proposed behavior** `PAPERCLIP_SETTING_DEFAULTS` takes a JSON object validated against a shared registry of defaultable fields. The operator value substitutes for the schema default at read time: a field whose effective value is still the schema default resolves to the operator value; an explicit non-default user choice always wins. Never persisted; unsetting the variable restores stock behavior. Malformed JSON or an invalid value for a known field refuses startup (fail closed); unknown field names warn and are ignored (mixed-version fleet safe). **Reason and benefit** Any hosting operator can pair "hide the control" with "default the value" without forking the product. Explicit user choices and self-hosted stock behavior stay untouched. **Breaking changes** None. With the variable unset, every read path is byte-identical to before. ## What Changed - New `packages/shared/src/setting-defaults.ts`: `SETTING_DEFAULTS_ENV_KEY`, `DEFAULTABLE_GENERAL_SETTINGS` registry (currently `feedbackDataSharingPreference`), `parseSettingDefaults` (fail-closed for policy content, warn-ignore unknown fields), `applyOperatorGeneralDefaults` (pure read-time overlay), `stripOperatorGeneralEchoes` (persist-time echo strip, see below), re-exported from the package index. - New `server/src/services/setting-defaults.ts`: parse-once accessor mirroring `settings-visibility.ts`. - `server/src/services/instance-settings.ts`: `toGeneralView` applies the overlay in `get`/`getGeneral`/update responses; persisted writes never carry operator values. Because general-settings writes materialize every field, a stored schema-default value is treated as unchosen — deliberate, documented, and covered by tests. - `server/src/services/feedback.ts`: the preference-persistence branch now checks the effective (overlaid) preference, so a stray prompt answer cannot overwrite an operator default; its local normalize fallback now returns full schema defaults. - `server/src/index.ts`: boot-time fail-fast parse with a log line naming the defaulted settings, mirroring the managed-config posture. - The hidden-settings write floor (`assertNoHiddenSettingChanges`) keeps comparing against effective values, so clients echoing a full GET response keep working. To keep the overlay strictly read-time, `updateGeneral` strips such echoes at persist time: a write of the operator value over a field whose stored value is still the schema default (unchosen) maps back to the schema default, so an echo cannot promote the operator value into an explicit stored choice and later changes to (or removal of) `PAPERCLIP_SETTING_DEFAULTS` still take effect. A write of any other value, or over an explicit stored choice, persists as given. - Docs: `PAPERCLIP_SETTING_DEFAULTS` row + "Operator setting defaults" section in `docs/deploy/environment-variables.md`. - Tests: `packages/shared/src/setting-defaults.test.ts` (parse matrix, overlay precedence, echo-strip matrix, immutability) and `server/src/__tests__/instance-settings-operator-defaults.test.ts` (accessor, substitution, explicit-choice wins, unset identity, never-persisted, full-GET echo stays unchosen, explicit non-default write persists). ## Verification - `npx vitest run packages/shared/src/setting-defaults.test.ts server/src/__tests__/instance-settings-operator-defaults.test.ts server/src/__tests__/instance-settings-managed-overlay.test.ts` — 33 tests passing. - `npx vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts` — 57 passing; `npx vitest run server/src/__tests__/feedback-service.test.ts server/src/__tests__/issue-feedback-routes.test.ts` — 18 passing. - `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter @paperclipai/server typecheck` — clean. ## Risks - Low. With the variable unset every read path is byte-identical to before (identity overlay, covered by tests). The overlay is read-time only and never persisted, so no migration and no data risk. Fail-closed parsing means a bad policy value is a loud boot failure rather than silent drift — consistent with the existing managed-config contract. ## Model Used Claude (Anthropic), model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 11:29:05 -07:00
Dotta	397de98193	feat(runner): add flagged Codex execution adapter (#12188) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Paperclip Runner now has protocol, provider, tool, package, persistence, and hidden server boundaries. > - The server still cannot select that path for a real agent heartbeat. > - A new runtime must not change any existing direct adapter. > - An experimental runtime must fail closed when its rollout flag is off. > - This pull request adds one guarded Codex vertical slice through runnerd. > - The benefit is a production-built runner path that users cannot start by default. ## Linked Issues or Issue Description Refs #11962 Refs #12111 Refs #12169 Refs #12176 **Subsystem affected** Cross-cutting. The change affects the runner package, server orchestration, shared settings, and adapter configuration UI. **Problem or motivation** The hidden PRP coordinator cannot execute a real heartbeat. The application also needs an explicit rollout boundary before it can expose the experimental runner. Existing direct adapters must keep their current execution and finalization behavior. **Proposed solution** Add `paperclip_runner` as a Codex-only adapter behind the default-off `enableNativeRunner` instance flag. Select the native runtime only for that adapter. Persist the run binding before runnerd starts. Wait for the durable PRP result and terminal event. Resume the real Codex provider thread on later heartbeats. Keep persisted native runs readable and recoverable after the flag changes. **Alternatives considered** The server could route `codex_local` through runnerd. That option would change an existing adapter and weaken rollback safety. The server could expose all providers now. That option would add unreviewed provider behavior. The build could depend on a prebuilt runner binary. That option would make source builds architecture-dependent and difficult to verify. **Roadmap alignment** This work supports the shipped enforced-outcomes, governed-tool, and self-healing-run milestones. It does not add a new roadmap surface. It is the guarded execution step after the merged hidden runner boundaries. **Additional context** This is the next replacement for the closed large runner pull request. Task-thread presentation remains a separate follow-up so this change can preserve the current direct-adapter UI. ## What Changed - Add `paperclip_runner` as an explicit Codex-only adapter. - Add the default-off `enableNativeRunner` instance flag. - Reject fresh create, hire, import, switch, and execution requests while the flag is off. - Allow edits to persisted runner agents while the flag is off. - Recover an already persisted native run even after the flag is disabled. - Keep every built-in direct adapter on its existing runtime path. - Persist an immutable native run binding and revisioned completion contract before runnerd starts. - Execute server to PRP to runnerd to Codex to server through the hidden coordinator. - Validate the durable result against the terminal event and exact completion criteria before finalization. - Preserve the Codex provider thread ID and use `thread/resume` on the next heartbeat. - Strip unsupported Codex configuration fields from the experimental adapter. - Build a target-native release runner binary from source and vendor it into the server distribution. - Install Rust only in the Docker build stage. Do not add a workflow or lockfile change. - Stop the runner process group on completion, cancellation, and forced shutdown. ## Verification - Run `pnpm --filter @paperclipai/paperclip-runner check:all`. All 69 TypeScript tests and 58 Rust tests pass. Protocol, conformance, replay, formatting, and generated-file checks pass. - Run the 12 focused adapter, settings, runtime-selection, coordinator, direct-isolation, and real Codex integration test files. All 186 tests pass. - The real integration test uses PostgreSQL, HTTP, WebSocket, runnerd, and a fake Codex app server. It proves one `thread/start` followed by one `thread/resume`. - Run `pnpm -r typecheck`. - Run `pnpm build`. - Run `pnpm check:token-gates`. - Build the Docker `build` target from a clean context. Confirm that the server distribution contains an executable `paperclip-runnerd` built with Debian Rust 1.85. - Start the server through the source-mode tsx entry point with the package `dist` directory absent. Confirm the vendor shim resolves source exports and the server boots. - Run `pnpm test:run` twice. On this macOS host, 405 files pass and 1 file skips. Eight untouched workspace and loopback tests fail because macOS resolves `/tmp` and `/var` through `/private` and because PID-derived test ports exceed 65535. Linux CI must pass the full suite. - Confirm that the diff contains 52 files. Confirm that it contains no `.github` or `pnpm-lock.yaml` change. ## Risks - The feature flag is off by default. A fresh native start fails with a stable error while the flag is off. - A persisted native run remains recoverable after the flag changes. This prevents rollout changes from corrupting recorded work. - Only local Codex execution is accepted. Other providers and remote work modes fail closed. - Existing direct adapters do not start runnerd, create native rows, use native status arbitration, or enter native finalization. - The runner receives its one-use bootstrap ticket through the child environment. The server does not put the ticket in command arguments or logs. - The server validates the company, task, agent, run, runner, session, completion contract, result, and terminal binding before it accepts completion. - The build compiles a target-native Rust binary. Cross-platform release packaging remains a later concern. Source builds and Docker builds compile for their current target. - Docker needs enough build memory for the existing server TypeScript compile. The Docker build stage sets a 4 GB V8 heap limit. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The exact deployment ID and context-window size are not exposed. The model used agentic reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and applicable tests pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-25 16:03:41 -05:00
Nicky LeachandPaperclip	faab2620ad	feat(sandbox): add a duplex transport for Daytona behind a default-off kill switch (#11750) ... ## Thinking Path > - Paperclip is an open source app that manages AI agents for work > - Paperclip runs agents in local and remote sandbox environments > - A sandbox needs a bounded channel for commands and asynchronous input > - Daytona needs a real pseudo-terminal transport for this channel > - The sandbox gateway also needs a mode that handles channel loss safely > - This pull request adds the Daytona transport and gateway mode behind a default-off kill switch > - The benefit is a tested foundation for later transport selection ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (multiple of the above): sandbox providers, plugin SDK, server settings, and shared types. **Problem or motivation** The merged sandbox protocol has no runtime transport for Daytona. The generated sandbox gateway also has no duplex mode. A later transport-selection change needs both parts and a safe per-run gate. **Proposed solution** Add a Daytona `duplexCommandStream` transport over a raw pseudo-terminal. Add a generated gateway mode named `duplex_v1`. Add the `enableSandboxDuplexBridge` setting with a default value of `false`. Keep transport selection disabled until a later pull request. **Alternatives considered** Keep the protocol unused until the transport-selection change. This would delay provider tests and leave the gateway path without direct coverage. **Roadmap alignment** This change supports the completed Roadmap item for cloud and sandbox agents. It extends the merged sandbox channel foundation in pull request #11738. **Additional context** The Daytona provider remains an untrusted boundary. Deployments must use least-privilege provider credentials and provider-side quota controls. Operators must name an owner for duplex telemetry retention before rollout. ## What Changed - Add the Daytona `duplexCommandStream` capability over a raw pseudo-terminal. - Add a launch wrapper that disables echo and newline translation for NDJSON frames. - Close channels on lease release, destroy, resume of a stopped worker, and worker shutdown. - Declare the capability in the Daytona manifest and set `PLUGIN_VERSION` to `0.1.5`. - Add the worker-to-host notification sink at `ctx.duplexChannel.data` and `ctx.duplexChannel.exit`. - Add the generated sandbox gateway mode `PAPERCLIP_API_BRIDGE_MODE=duplex_v1`. - Add channel-loss results of `409 outcome_indeterminate` and `503 bridge_unavailable`. - Add the per-run setting `enableSandboxDuplexBridge`, with a default value of `false`. - Add unit tests, generated-source codec tests, lifecycle tests, and a credential-gated live Daytona test. ## Verification - Daytona suite: 185 tests pass. - Adapter utilities: 754 tests pass and 4 tests skip. - Plugin SDK: 62 tests pass. - Shared package: 28 tests pass. - Server duplex tests pass. - Shared, plugin SDK, server, and Daytona TypeScript checks pass. - The live Daytona test passes 3 cases when `DAYTONA_API_KEY` is set. - The live Daytona test skips 3 cases without `DAYTONA_API_KEY`. - CI must run the full workspace typecheck, test, and build gates after PR creation. ## Risks - The Daytona control plane and pseudo-terminal remain untrusted boundaries. - The duplex gateway changes behavior only when the mode and per-run setting enable it. - A lost channel fails requests without replay, so callers must handle indeterminate outcomes. - The transport-selection change must require both `duplexCommandStream === true` and `enableSandboxDuplexBridge === true`. - The provider credential and quota limits need operator control before rollout. ## Model Used OpenAI Codex, GPT-5, tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-19 17:14:47 -07:00
Devin Foley	0044fa8904	Let tenants edit env vars on managed sandbox environments; add managed-sandbox-only mode (#11200) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environments give each agent run an execution target: the local host, SSH, or a sandbox provider > - A managed deployment can provision one platform-managed sandbox environment through the `PAPERCLIP_MANAGED_CONFIG` `environments` section > - That row is fully locked today. A tenant cannot add environment variables for their agents. There is also no way to hide local execution — run selection falls back to the local row > - A platform that manages the sandbox for its tenants needs both: the tenant adds env vars (and nothing else), and local execution is neither visible nor reachable > - This pull request opens exactly one tenant edit (env vars) on the managed sandbox row, and adds an `enableManagedSandboxOnly` mode that hides local and makes run selection fail closed > - The benefit is a complete managed-sandbox experience with no change for self-hosted instances ## Linked Issues or Issue Description **Subsystem affected** Environments (managed sandbox provisioning, environment routes, run environment selection) and the environments UI. **Problem or motivation** Platform-provisioned sandbox environments (`metadata.managedByPaperclip`) reject every write on cloud-managed instances. Agents often need environment variables inside their sandbox. The tenant has no way to set them on the managed row. Separately, an operator cannot remove local execution: the environment list always shows the local row, and run selection falls back to it when no default is set. **Proposed solution** Allow an envVars-only PATCH on the managed sandbox row, and echo those env vars back for editing. Add a managed-tier feature (`enableManagedSandboxOnly`) that hides the local environment from all read surfaces and redirects local-landing run selection to the managed sandbox environment, failing closed when it is unavailable. **Alternatives considered** UI-only hiding of the local row. This was rejected: it does not stop a run from resolving to local, so it is presentation without enforcement. Full unlock of the managed row was also rejected: name, driver, and config stay platform-owned so boot reconciliation cannot fight tenant edits. ## What Changed - `server/src/routes/environments.ts`: the platform-provisioned write floor admits an envVars-only PATCH on the generalized managed sandbox row (sandbox driver, `managedByPaperclip`, not legacy kubernetes-marker rows). Name, driver, config, status, metadata, and DELETE stay rejected. The read floor stops blanking env vars on that row; credential-shaped config keys stay redacted for every actor. Legacy kubernetes-marker rows keep the full floor. - Same file: under `enableManagedSandboxOnly`, the environments list and the by-id read omit the local row for every actor, including instance admins. - `server/src/services/execution-workspace-policy.ts`: `resolveExecutionWorkspaceEnvironmentId` gains the managed-sandbox-only inputs. A selection that lands on the local environment is redirected to the managed sandbox environment. With no active managed row it throws `ManagedSandboxUnavailableError` — never local. Non-local selections (ssh, user-created sandboxes) are untouched. - `server/src/services/heartbeat.ts`: the run path reads the flag, looks up the managed row (`findManagedSandboxEnvironment`, new read-only finder in `environments.ts`), and passes both to the resolver. Mirrors the forced-kubernetes precedent, which keeps precedence when both regimes are on. - `server/src/services/managed-environments.ts`: after a successful reconcile, the instance default environment moves to the managed sandbox row when the current default is unset, local, or dangling. A tenant-chosen custom environment is never overridden. - `packages/shared`: new `enableManagedSandboxOnly` key (schema default false, catalog tier `managed`, cloudDefault false, selfHostedDefault false) and the matching interface field. - UI: managed rows show a "Managed by Paperclip" lock badge; editing one opens a dedicated env-vars-only editor that sends the one PATCH shape the server admits (the old full form failed with a 403 on save). New `ui/src/lib/managed-sandbox-environment.ts` mirrors the local filter for cached lists (applied in the project picker; the agent picker already excluded local). The experimental settings page gains the toggle at its alphabetical card position. `environmentsApi.update` now declares the `envVars` field it already sent. - Tests: environment route floor coverage (envVars-only accepted, mixed bodies rejected, legacy rows still blanked and locked, local hidden and 404 under the flag, self-hosted unchanged), an embedded-postgres service test pinning that boot reconciliation never touches tenant env vars, resolver redirect/fail-closed cases, managed-environments default-stamping cases, and UI lib/settings tests. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/environment-routes.test.ts src/__tests__/environment-service.test.ts src/__tests__/execution-workspace-policy.test.ts src/services/managed-environments.test.ts` — all pass. - `pnpm --filter @paperclipai/shared exec vitest run` — 425 pass (catalog/schema default parity is pinned by an existing test). - `pnpm --filter @paperclipai/ui exec tsc --noEmit` and the affected UI suites (CompanyEnvironments, InstanceExperimentalSettings incl. card-order test, new lib test) — all pass. - Full workspace `pnpm test`: 3,414 passed. 17 files report failures on this machine; the identical 17 fail on a clean `origin/master` worktree in the same environment (git-worktree/skills/embedded-postgres environment dependencies and plugin-SDK zero-test collections). One additional file (`issue-monitor-scheduler.test.ts`) failed one timing-sensitive test in one of two full-suite runs and passes 7/7 in isolation on this branch — a flake in a domain this diff does not touch. The branch introduces no new failures. - Self-hosted zero-delta: every new behavior is gated on the cloud-managed instance check or the new flag, which defaults to false in schema and catalog; pinned by the "does not floor platform-marked rows on self-hosted instances" and flag-off tests. ## Risks - Behavior is opt-in twice over: the write-floor exception applies only to rows the managed-config provisioner stamps, and the hiding/forcing applies only when `enableManagedSandboxOnly` is on (default false everywhere). Self-hosted instances see no change. - The env-vars echo is scoped to the generalized managed sandbox row; legacy kubernetes-marker rows keep the blanket floor because pre-generalization builds may have written platform values there. - Fail-closed run selection means a managed instance with the flag on and an archived managed row (provider plugin down) refuses runs with a precise error instead of running locally. That is the intended posture. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use via Claude Code CLI. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-11 11:40:57 -07:00
scotttong	815e49bb7c	feat: make chat-style tasks the default experience (#11101)	2026-08-11 09:06:21 -07:00