Commit Graph
2423 Commits
Author SHA1 Message Date
Nicky LeachandClaude Opus 5.5 1206373a95 fix(environments): close Apex findings on managed plugin environments (#19526)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A managed instance gets its instance-level environments from the
`PAPERCLIP_MANAGED_CONFIG` document, and #19508 added plugin environment
entries to it
> - Greptile's Apex review of #19508 arrived after it merged, with three
findings
> - A credential inside an array nested in an array passed the secret
check and the response redaction
> - Recovery of an archived environment listened on one worker handle,
which a restart replaces, and its attempts were not tracked through idle
checks and shutdown
> - This pull request closes all three findings
> - The benefit is that credentials never pass the check, an environment
comes back after any worker restart, and shutdown never cuts off a
recovery write

## Linked Issues or Issue Description

Refs #19508 (the Apex findings this pull request fixes)

**Subsystem affected**
Server environments: the managed-config parser, the environment routes'
response floor, the managed environment bootstrap, and the plugin worker
manager.

**Problem or motivation**
Greptile's Apex review of #19508 found three problems. (1)
`findSecretLikeConfigKey` and `redactSecretLikeConfigKeys` skip array
elements that are arrays, so `{"groups":[[{"apiToken":"..."}]]}` passes
the boot check and is echoed to restricted readers. (2) Recovery
subscribes to `ready` on one worker handle. A restart such as a settings
save replaces that handle, so the new worker's `ready` never reaches the
listener, and the environment stays archived. (3) A recovery attempt is
fire-and-forget. The worker manager's work token ends when the worker
replies, but the database write continues, so an idle check or the
database shutdown can overlap it.

**Proposed solution**
Walk arrays at any depth in both functions. Add a manager-wide
`onWorkerReady` subscription and use it for recovery. Run every recovery
attempt through a controller that tracks it as idle work and that
shutdown stops and awaits before the database closes.

**Alternatives considered**
Re-subscribing on each new handle after a restart. That needs a hook in
every restart path. The manager-wide subscription covers all of them in
one place.

**Roadmap alignment**
This only fixes code that #19508 added or touched. It adds no product
surface.

## What Changed

- `server/src/services/managed-config.ts`: `findSecretLikeConfigKey`
walks arrays at any depth (new `findSecretLikeConfigKeyInValue`). This
covers sandbox `config` and plugin `driverConfig`.
- `server/src/routes/environments.ts`: `redactSecretLikeConfigKeys`
walks arrays at any depth (new `redactSecretLikeConfigValue`).
- `server/src/services/plugin-worker-manager.ts`: new optional
`onWorkerReady(listener)` on `PluginWorkerManager`. It fires on every
worker `ready`, including a replacement handle from a restart. A
listener error is logged and does not affect the worker.
- `server/src/services/managed-environments.ts`:
- Sandbox and plugin recovery subscribe through `subscribeWorkerReady`.
It prefers `onWorkerReady` and falls back to the handle when the manager
has no such method.
- New `createManagedEnvironmentRecovery()` controller. Each attempt runs
inside `trackIdleWork` for its whole duration. `stop()` removes every
`ready` subscription, refuses new attempts, and awaits unfinished ones.
- `server/src/index.ts`: creates the controller, passes it to
`applyManagedEnvironments`, and awaits `stop()` during shutdown, after
the delivery workers stop and before the application teardown and
database close.

## Verification

- `cd server && npx vitest run src/__tests__/managed-config.test.ts`: a
secret-like key in an array nested in an array refuses boot, for plugin
`driverConfig` and sandbox `config`.
- `npx vitest run src/__tests__/environment-routes.test.ts`: a
nested-array credential is removed from the response, and other nested
values stay.
- `npx vitest run
src/services/managed-environments-plugin-entries.test.ts`:
- With `onWorkerReady`, recovery never consults the handle. It ignores
another plugin's `ready`, re-ensures on this plugin's `ready`, and then
unsubscribes.
- An attempt counts in `idleWorkSnapshot()` until its ensure settles.
`stop()` unsubscribes, waits for the unfinished attempt, and later
`ready` events start nothing.
- `npx vitest run src/services/managed-environments.test.ts
src/__tests__/managed-plugin-environments.test.ts`: pass.
- `pnpm --filter @paperclipai/server typecheck` passes.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them.

## Risks

- The redaction now also walks nested arrays in sandbox config
responses. Only credential-shaped keys are removed; other values are
unchanged.
- The boot check now refuses a document that hides a secret-like key in
a nested array. A valid document has no such key.
- `onWorkerReady` is optional, so other `PluginWorkerManager`
implementations and test fakes keep working.
- Shutdown now waits for an unfinished recovery attempt. An attempt is
one worker call plus one short transaction.

> 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 Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (file edits, shell, test runs).

## 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 5.5 <noreply@anthropic.com>
2026-11-06 10:35:57 -08:00
DottaandPaperclip 5d25117ffa fix(heartbeat): recover deferred dependency completion wakes (#19457)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks wait for other tasks through saved dependency edges and wake
requests.
> - A dependency can finish while its assignee answers a question about
the blocked task.
> - Paperclip saves the completion wake behind that active turn.
> - Recovery did not find that saved wake unless it also contained a
comment or an interaction response.
> - This pull request restores that wake through the existing release
and dispatch checks.
> - The task can then continue after the active turn and its cleanup
finish.

## Linked Issues or Issue Description

**What happened?**

A task stayed blocked after its dependency finished. The completion wake
was saved while an audit turn was active. The wake stayed deferred after
that turn ended. It had no comment or interaction response, so both
recovery queries and the input guard excluded it.

**Expected behavior**

Recover the saved dependency wake when the prior turn and its cleanup
finish. Start one dependency continuation under the current execution
rules.

**Steps to reproduce**

1. Run a question response on a dependency-blocked task.
2. Finish the dependency while the response is active.
3. Save the completion wake behind that response.
4. Finish the response and its environment cleanup, or restart the
workers.
5. Observe that the saved wake has no run.

**Paperclip version or commit**

Reproduced against `70d23612dd`. Rechecked against `2f35eb1080` with the
final regression fixture.

**Deployment mode**

Source checkout on Linux x64, Node 25.9.0, pnpm 9.15.4, and isolated
embedded PostgreSQL.

Related work: #16673 added recovery for saved messages. #17288 and
#16966 address assignment wakes after cleanup. This change covers
dependency completion receipts with no message.

## What Changed

- Include saved `issue_blockers_resolved` receipts in worker
reconstruction and stranded queue selection.
- Let these receipts pass the input guard without a comment or
interaction response.
- Use the existing release transaction and dispatch checks. Add no
timer, migration, or direct task status change.
- Add process-backed regression cases for restart, cleanup release,
cancellation, agent pause, pending cleanup, and unresolved blockers.
- Update the dependency wake recovery document.

- Share the dependency-wake payload predicate and SQL fragment across
reconstruction and stranded receipt admission, so these eligibility
checks have one owner.

## Verification

- The final regression fails on the base code: the receipt stays
`deferred_issue_execution` and has no successor. The same test passes
with the fix.
- Six focused cases pass. They use real PostgreSQL and a real process
adapter. They check saved output, one dependency continuation, clean
task locks, repeat recovery, and execution gates. They do not call a
model provider.
- Three nearby suites pass: 125 tests across queue wiring, dependency
scheduling, and dependency recovery.
- Final-head server layered typechecking passes with
`PAPERCLIP_TYPECHECK_LOW_MEMORY=1`. Whitespace and module boundary
checks pass. Two parallel checker attempts reached the sandbox memory
limit; the completed low-memory check covers all source and test layers.
- The full deferred-receipt suite passes: 45 tests. Combined with the
nearby suites, 170 local tests pass. These results cover head
`8f9d3aa6ac19a6d2532bd869eb8adda7cf122a5a`. Required CI remains in
progress.
- Local workspace typechecking and build stop at the Runner Rust step
because Cargo is absent. The full local test suite was not run. Required
CI must supply broad coverage.
- The hosted incident has not been recovered or deployed from this
branch.

- Review follow-up at `182385e9bc433adac06440997de7e4cfbf889a72`: normal
merge of master `0d03610d2f73b7cd799547e43929bb2303319024`; no conflict
or history rewrite. All 54 receipt/helper cases pass on macOS arm64,
Node 26.4.0, real embedded PostgreSQL and process adapters. The six
dependency continuation and safety cases also pass separately. Module
boundaries and whitespace checks pass. No assertion, timeout, execution
gate or retry policy changed for this extraction.
- Current shared, SDK and adapter-utils source builds pass. The first
broad local server typecheck read stale borrowed adapter declarations;
rebuilding them exposed nominal type duplication between the borrowed
workspace and this checkout. It is not counted as a server typecheck
pass. All 30 SDK and 169 adapter runtime JavaScript outputs match the
previously tested artifacts. Final revision
`182385e9bc433adac06440997de7e4cfbf889a72` now passes all 55 applicable
CI checks (three skipped, one neutral review), including clean-workspace
typecheck, build and broad tests. [CI
result](https://github.com/paperclipai/paperclip/actions/runs/42262173960).
Greptile and Paperclip review both give 5/5 with no open findings.

## Risks

- Recovery now considers a saved dependency receipt with no message.
Current ownership, source finalization, cleanup, pause, cancellation,
and dependency checks still control execution.
- The scan remains bounded and uses existing transaction notifications
and restart reconstruction. The integration checks verify that it
becomes quiet after settlement.

## Model Used

- OpenAI Codex, based on GPT-6. The exact provider model ID and context
size are not exposed in this session. Used reasoning, tool calls,
TypeScript edits, 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 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>
2026-11-06 11:49:38 -06:00
DottaandPaperclip e3fb4bc73a fix(native): recover saved listener startup failures (#19479)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Native recovery must preserve saved work and respect current task
authority.
> - A closed local API listener can stop startup before a provider
starts.
> - #19462 gives new failures a bounded bootstrap retry.
> - Older saved failures still have a generic terminal code and a
recovery hold.
> - This pull request verifies the old producer outcome and uses the
existing safe replacement path.
> - Eligible tasks continue once. Unknown provider outcomes and user
holds remain blocked.

## Linked Issues or Issue Description

Refs: #19462

**What happened?**

A restart can leave an old listener startup failure in
`terminal_failure` with `native_session_interrupted`. Startup recovery
does not claim it after #19462. A completed file recovery can also
retain its no-replay hold.

**Expected behavior**

Continue automatically when durable records prove that no provider
started, the source stopped, and the current files were saved. Keep the
existing attempt budget and normal admission checks.

**Steps to reproduce**

1. Close the actual API listener after a fresh native coordinator claim.
2. Persist the old executor's generic failure. Save the workspace and
confirm source termination.
3. Restart recovery. The baseline schedules no successor. The repair
schedules one successor after all receipts pass.

**Paperclip version or commit**

Baseline: `0252421d5c`. Old failure producer: `2f35eb1080`.

**Deployment mode**

Built from source. Local macOS arm64, Node 26.4.0, real embedded
PostgreSQL, independent filesystem execution. No external AI service is
used by the controlled acceptance.

## What Changed

- Recognize the exact saved local-listener guard through one proof
predicate shared by discovery and the locked transaction.
- Require a fresh first attempt, matching execution bindings, no prior
provider lineage, no provider events or tool calls, no checkpoint or
admission receipt, and no cancellation.
- Reuse current snapshot, exact stop, source block, attempt budget, and
successor idempotency checks.
- Wait for completed source file-recovery receipts. Retire only that
same source's verified preservation hold in the successor transaction.
- Bound discovery to 100 candidates per pass, keep completed history
quiet, and wake through existing transactional producer notifications.
- Retain retries after transient database and final ownership-proof
errors; advance the bounded cursor and force a rescan so a failing page
cannot hide later work.
- Let only the replacement duty discharge a proved-empty notification
during drain through its existing read-only readiness check, once per
notification generation. Keep real work and concurrent changes
outstanding without running replacement during drain.
- Wake replacement at canonical local-stop proof writes and the existing
dispatch eligibility boundary; these hints grant no new execution
authority.
- Add database regressions, scheduler quietness checks, real controller
handoff coverage, and an opt-in controlled Runner continuation.

## Verification

Final production head: `0df41b2fef2644195d1224d36984af3827da3e3b`.

Local environment: macOS arm64, Node 26.4.0, TypeScript 7.0.2, Vitest
5.0.3, frozen-lockfile dependencies. Tests execute freshly;
`--fsModuleCache` reuses only content-validated module transforms.

- Native safe replacement: 62/62 PASS on isolated PostgreSQL 17 (63.18
seconds), including clean per-suite database disposal. All 62 assertions
also passed on embedded PostgreSQL 18 beta, but its Darwin cleanup hook
timed out; that invocation is not counted as a pass. Docker's disk was
full, so the disposable PostgreSQL 17 data used a size-limited RAM
mount, with no host mounts. The owned container was removed afterward.
- Actual stopped-process producer suite: 31/31 PASS. A real exited child
produces the stop receipt, and its replacement notification settles only
after the outer transaction commits.
- Workspace and separate-process drain regressions: 33/33 PASS (75.90
seconds).
- Shared coordinator and execution-control lifecycle checks: 39/39 PASS
(16.43 seconds). Pending work, concurrent changes, cold startup,
shutdown, and passive drain boundaries remain covered.
- Actual suppressed Cloud routine/drain workflow: PASS (34.64 seconds),
using the unchanged test and timeouts. Its matching local RED reproduced
CI's 462-query, zero-pending-query, one-idle-hold timeout after an
admitted write committed during drain (69.46 seconds).
- Actual historical controller handoff: PASS (48.40 seconds). A separate
controller loads the original executor from `2f35eb1080`, writes its
generic listener failure, and exits. Recovery at the final head admits
exactly one successor. The real Rust Runner and controlled Codex process
complete governed `paperclip_finish`; attempt two commits and the saved
file remains intact. Only the child loads the old artifact, and both
isolated artifacts are restored afterward. Rust source subtree
`77961b70f177ec3c38d11abcaec92fd3d0e96ec0` matches the built binary. No
external AI service is used.
- Seven corrected existing fixtures pass: transactional stop-proof calls
(5 cases) and notification inventory (2 cases). Their earlier CI
failures exposed fixture calls outside the documented transaction and an
outdated expected queue set.
- Server typecheck: PASS.

Red/green proofs also cover the original saved failure on baseline
`0252421d5c` (zero successors instead of one), held-history quietness,
bounded forward scanning through 100 parked rows and concurrent wakes,
real snapshot/cleanup producer notifications, actual issue-row lock
timeout, and task/history eligibility notifications. An obsolete
prior-run question can be skipped to request another proof check; actual
skip while the task is paused or the source owns provider tool activity
schedules no successor.

The failed-page regression starts with 25 persistent verifier errors and
a healthy candidate 26. Baseline RED repeats the first page. Repair
GREEN advances the healthy candidate, revisits the original failures
after their fault clears, creates all 26 successors exactly once, and
becomes quiet.

Greptile is SUCCESS, 5/5 on the exact final head (2026-11-06 17:09:21
UTC). Final-head CI is GREEN: 56 successful checks, three intentional
skips, one neutral result, and no pending or failing checks. [Attempt
two and
results](https://github.com/paperclipai/paperclip/actions/runs/42258352876/attempts/2)
include passing build, typecheck, Rust, native server, package, browser
E2E, serialized server, general server/chat tests, and final
verification. Five jobs in the first attempt were interrupted together
at 17:13:12 UTC; the native-server log records an explicit runner
shutdown signal. The single infrastructure retry reran only those five
jobs and dependent verification, preserving the 49 successful checks on
the unchanged head. No timeout was weakened, and setup failures or
interrupted invocations are not counted as passes.

Focused commands from the repository root:

```sh
./server/node_modules/.bin/vitest run --project @paperclipai/server server/src/services/remote-workspaces.integration.test.ts server/src/services/native-runtime/native-runner-restart-preparation.integration.test.ts -t 'native safe-replacement decision|reconciles the drained remote backend' --fsModuleCache --reporter=dot
./server/node_modules/.bin/vitest run --project @paperclipai/server server/src/__tests__/execution-control-work.test.ts server/src/__tests__/delivery-work-coordinator.test.ts -t 'execution-control lifecycle|work coordinator' --fsModuleCache --reporter=dot
node node_modules/typescript/bin/tsc -p server/tsconfig.json --noEmit --pretty false
```

The historical acceptance sets `PAPERCLIP_TEST_HISTORICAL_LISTENER=1`
and uses an original-executor child artifact with a `try/finally`
restore. Normal regressions require no Rust binary.

## Risks

- Compatibility is deliberately limited to positively proved fresh
remote startup failures. Other old ambiguous failures remain held.
- Existing provider work, a changed task block, incomplete preservation,
or revoked authority must prevent execution. Normal retry admission
remains in control.
- This PR does not deploy the change or mutate a hosted task. Hosted
recovery still requires the repaired revision and all current proof
gates.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact backend model identifier 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
- [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>
2026-11-06 11:49:28 -06:00
Nicky LeachandClaude Opus 5.5 98ebeefbc9 feat(environments): let managed config declare plugin environments (#19508)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A managed instance gets its instance-level environments from the
`PAPERCLIP_MANAGED_CONFIG` document
> - #19490 added the plugin environment rows, their marker index and
write floor, but nothing creates them yet
> - The managed config still accepts only one sandbox entry, so a
managed instance cannot get a plugin-provided environment without manual
setup
> - This pull request lets the managed config declare plugin entries
beside the sandbox entry, and provisions one locked row for each at boot
> - The benefit is that a managed instance gets its plugin environments
with no manual setup, and the rows recover by themselves when their
plugin restarts

## Linked Issues or Issue Description

Refs #19490 (the plugin environment rows this pull request provisions)

**Subsystem affected**
Server environments: the managed-config parser, the managed environment
bootstrap, and the environment routes' write floor.

**Problem or motivation**
A managed instance cannot get a plugin environment from its managed
config. The `environments` section accepts one entry, and that entry
always provisions the managed sandbox. Company settings cannot create a
plugin environment either. So each managed instance that needs one
requires manual setup.

**Proposed solution**
Let an `environments` entry declare `driver: "plugin"`. Boot provisions
one locked row for each plugin entry through the row layer from #19490.
A later pull request adds a one-time instance default for one plugin
entry, and advertises the new managed-config capability.

**Alternatives considered**
Manual setup on each instance, and a new control-plane endpoint. Both
need a step outside the deploy. The managed config already delivers the
sandbox entry.

**Roadmap alignment**
This extends the existing managed-config `environments` section, which
already provisions the managed sandbox. It adds no new product surface.

## What Changed

- `server/src/services/managed-config.ts`: an `environments` entry may
set `driver` to `"sandbox"` or `"plugin"`. An entry without `driver` is
still the sandbox entry, so today's documents parse unchanged.
- A plugin entry has `name`, optional `description`, `pluginKey` (the
plugin's manifest id), `driverKey` and optional `driverConfig`.
- At most one sandbox entry. Names are unique across the section, and
`pluginKey`–`driverKey` pairs are unique. Secret-like keys in
`driverConfig` refuse startup, as for sandbox `config`. An unknown key
or driver still refuses startup, and that includes `instanceDefault`
until the follow-up pull request.
- Plugin entries parse into a new `pluginEnvironments` list. The
`environments` list keeps only the sandbox entry, so its consumers do
not change.
  - `MANAGED_ENVIRONMENT_DRIVERS` lists the accepted drivers.
- `server/src/services/managed-environments.ts`
(`applyManagedEnvironments`):
- Boot refuses to start unless an auto-installed catalog entry installs
each plugin entry's `pluginKey`. `plugins.autoInstall` holds catalog
keys, not manifest ids, so the parser cannot check this. Boot uses the
manifest ids `createApp` already resolves from the bundled and
distribution catalogs (`app.locals.managedBundledPluginKeys`, passed in
by `server/src/index.ts`). Without that list it resolves the catalog
itself.
- Plugin entries run after the sandbox entry and reuse its readiness
handling. Boot awaits `pluginsReady`, then requires the plugin `ready`,
declaring the entry's driver, and running a worker. Otherwise boot
archives the row and re-ensures it on the worker's `ready`.
- Recovery re-ensures on every worker `ready` until one ensure succeeds
or the plugin rejects the config (HTTP 422).
- If the ensure fails because the worker died, boot archives the row and
waits for `ready`. If the worker is still running (for example the call
timed out), boot keeps the row as it is, retries once at once and on the
next `ready`, and otherwise at the next boot. No timer is added.
  - Removing an entry never archives its row.
- A plugin-only document does not conflict with
`PAPERCLIP_EXECUTION_MODE`, because plugin rows do not use the sandbox
slot.
- Plugin entries never change the instance default. The sandbox stamp
still fills only an unset or local default, so it never replaces a
plugin default.
- `server/src/routes/environments.ts`: `isPlatformSlotEnvironment`
treats a marked plugin row as a live slot while the document declares
its entry. So the marker-clear escape hatch is refused then, and allowed
again after the entry leaves the document.
- `doc/DEVELOPING.md`: new "Managed environments" section.

## Verification

- `cd server && npx vitest run src/__tests__/managed-config.test.ts`:
old documents parse unchanged. Sandbox plus plugin parses. Each of these
refuses startup: two sandbox entries, `driver: null`, duplicate names, a
duplicate pair, a secret-like key, an unknown key (including
`instanceDefault`), an unknown driver, a malformed `driverKey` or
`driverConfig`.
- `npx vitest run
src/services/managed-environments-plugin-entries.test.ts` (the
sandbox-entry tests stay in `managed-environments.test.ts`; shared
fixtures are in `managed-environments.test-support.ts`):
- A plugin entry is ensured with the validator's worker manager, after
the sandbox entry.
- Boot refuses a plugin entry whose `pluginKey` no auto-installed
catalog entry installs, both from the passed list and from its own
catalog lookup.
- A plugin that is down archives the row, and worker recovery re-ensures
it. A missing plugin, a plugin without the driver, or a worker manager
without `call` counts as unavailable.
- Recovery stays armed after a failed attempt and stops after one
success or a permanent config rejection (422). A `ready` during an
attempt queues one more.
- A worker that dies during the boot ensure archives the row and arms
recovery. A failure while the worker keeps running leaves the row as it
is and retries.
- Removing an entry does not archive. Plugin entries and the sandbox
stamp never change a plugin default.
  - An ensure failure is counted, not thrown.
- `npx vitest run src/__tests__/managed-plugin-environments.test.ts`
(embedded Postgres, real `applyManagedEnvironments`): the first boot
creates the row and the second changes nothing. A plugin that is down
archives the row, and recovery brings it back. Removing the entry does
not archive the row. The instance default stays unset. The row tests
from #19490 still pass.
- `npx vitest run src/__tests__/environment-routes.test.ts`: the marker
clear is refused while the document declares the entry, and allowed
after it leaves.
- `npx vitest run src/__tests__/instance-settings-service.test.ts
src/__tests__/instance-settings-cloud-defaults.test.ts`: pass with the
new `pluginEnvironments` field.
- `pnpm --filter @paperclipai/server typecheck` passes.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them.

## Risks

- No schema change.
- A managed-config document with a plugin entry now provisions a row at
boot. A document without one behaves as before.
- Adoption renames an unmarked row for the same plugin and driver to the
declared name and resets its driver config to the declared one. The row
keeps its id, agents and other metadata, and it is then locked like the
managed sandbox.
- Boot now refuses to start when a plugin entry names a plugin that no
auto-installed catalog entry provides. This is the same fail-closed
posture as an unknown sandbox provider.

> 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 Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (file edits, shell, test runs).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 17:35:13 +00:00
DottaandClaude Opus 5.5 543aa4d331 fix(tasks): show a pending native same-run resume instead of a competing Retry (#19503)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a native run cannot reattach to its provider after a
control-plane restart, the native coordinator resumes the same run by
itself after about 30 seconds, up to three attempts
> - The run projection shows this correctly as "Retry scheduled" with
only `inspect_run` permitted
> - The task interruption shown on the issue read only system-recovery
evidence and `scheduledRetryAt`. It never read the coordinator's
`nextAttemptAt`, so it showed `state: failed, canRetry: true` and
offered a manual Retry while the automatic resume was still pending
> - The two surfaces disagree, and a user click can race the automatic
resume. That is one way a Retry gets parked behind "execution checks"
> - This pull request makes the task interruption read the coordinator's
pending resume time
> - The benefit is one consistent story: while the automatic resume is
pending, the task shows it with its time and no competing Retry. If
recovery ends, exactly one Retry returns

## Linked Issues or Issue Description

Refs #19487, #19497, #19426.

**What happened?**
A native run failed with `native_session_interrupted` after a restart.
Its finalization row had `phase: retryable_failure` and `nextAttemptAt`
30 seconds later. The run projection said "Retry scheduled". The issue
interruption said `state: failed, canRetry: true, nextRetryAt: null`.

**What did you expect?**
While the automatic resume is pending, the task shows that it is
resuming, with the time, and no Retry. When the resume fails for good or
never runs, exactly one Retry that works on the first click.

**Steps to reproduce**
1. Run a native task and restart the control plane so the native attach
fails.
2. Read `GET /api/issues/:id` while the coordinator's resume is pending.
3. Observe `interruption.canRetry: true` while `execution.phase` is
`retry_scheduled`.

## What Changed

- `task-interruption-presentation.ts`: the batched run read selects the
native coordinator's `next_attempt_at` when the native run failed, has
no result, and its finalization phase is `retryable_failure`.
- A pending resume in the future shows `retry_scheduled` with its time
and `canRetry: false`.
- A due resume shows `working` for up to two minutes while its dispatch
runs. After that, or once recovery is terminal, the task falls through
to the existing single Retry.

## Verification

- `task-interruption-presentation.test.ts`: new case for a future
resume, a due resume, a stale resume, and no resume. It fails before the
change (the task offered Retry) and passes after.
- `task-interruption-query.test.ts` (embedded Postgres): the real
batched query shows the pending resume for both list and detail reads,
and returns one Retry after the coordinator becomes `terminal_failure`.
- All 40 presentation tests and 17 query tests pass. Server typecheck
passes.

## Risks

- Low risk. This changes only the read model for tasks whose native
coordinator holds a pending same-run resume.
- If a resume never dispatches, Retry is hidden for up to two minutes
after its due time before it returns.
- The `POST /issues/:id/retry` endpoint is unchanged. A client that
ignores `canRetry` can still submit a Retry during the resume.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file editing, embedded Postgres tests).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 11:33:46 -06:00
Nicky LeachandClaude Opus 5.5 ff1d1dea5d fix(tools): reject non-tool connections before any write (#19492)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Apps and tools connect to Paperclip through tool connections
> - `POST /api/companies/:companyId/tools/connections` creates a tool
connection through `createConnection`
> - The request schema accepts a channel purpose and the chat and voice
transports, but `createConnection` cannot store them
> - The database then rejects the row, so the caller gets a 500 and a
stray tool application stays behind
> - This pull request rejects those requests with a 422 before any
write, and stores `config` as `transportConfig` when the caller leaves
`transportConfig` out
> - The benefit is a clear error, no leftover rows, and consistent
connection rows

## Linked Issues or Issue Description

No issue exists. The new test typecheck in #18739 found this problem.
#18739 listed it as a possible product problem and did not change it.

**What happened?**

1. `createConnection` never writes `input.connectionPurpose`, so every
row gets the database default `tool`.
2. The schema allows `transport: "chat_sdk"` and `transport: "voice"`.
The database check `tool_connections_channel_transport_check` does not
allow these transports on a `tool` row.
3. No error mapping exists for a check violation, so the route returns
500.
4. When the request has no `applicationId`, the service inserts a
`tool_applications` row first, outside the connection transaction. That
row stays after the failure.
5. The schema gave `transportConfig` a default of `{}`. The service
stores `input.transportConfig ?? config`, so it stored `{}` instead of a
copy of `config`.

**Expected behavior**

The route returns 422 for a purpose or transport that it cannot create,
and writes no rows. When the request leaves `transportConfig` out, the
row stores `config` there.

**Steps to reproduce**

1. Send `POST /api/companies/:companyId/tools/connections` with `{
"name": "x", "transport": "chat_sdk" }`.
2. See the 500 response.
3. See the new `tool_applications` row for the company.

## What Changed

- `server/src/services/tool-access.ts`: `createConnection` rejects a
purpose other than `tool`, and the `chat_sdk` and `voice` transports,
with 422. The check runs before any lookup or write. Channel connections
still come from their own services.
- `packages/shared/src/validators/tool-access.ts`: `transportConfig` is
optional and has no default. The update schema already removed defaults,
so it does not change.
- `server/src/__tests__/tool-access-service.test.ts`: added tests for
the three rejected inputs (no rows written), and for a request that
sends only `config`.

## Verification

- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-connection-health-work.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/tool-access-routes.test.ts
packages/shared/src/validators`: 27 files, 995 tests pass.
- `cd server && pnpm typecheck`: passes. This includes the source layers
and the three test-tree shards.
- Not run locally: the full `pnpm test:run`, the root `pnpm build`, and
the UI typecheck. Required CI covers them.

## Risks

- Low risk. A client that sends a channel purpose or a chat or voice
transport to this route now gets 422 instead of 500. The request failed
before this change too.
- A client that sends only `config` now gets the same value in
`transportConfig`. Every reader checks `config` first, so this changes
no behavior.
- The OpenAPI output for this body no longer shows a default for
`transportConfig`.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits) and extended thinking.

## 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
- [ ] 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 5.5 <noreply@anthropic.com>
2026-11-06 17:30:24 +00:00
Nicky LeachandClaude Opus 5.5 21a1e78852 feat(environments): add managed plugin environment rows (#19490)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A managed instance gets its instance-level environments from the
`PAPERCLIP_MANAGED_CONFIG` document
> - That document cannot declare a plugin environment yet, so a managed
instance cannot get a plugin-provided environment without manual setup
> - The full change is split into three pull requests. This first one
adds the plugin environment rows and their write floor, and nothing
calls them yet
> - The second pull request lets the managed config declare plugin
entries and provisions them at boot. The third sets the instance default
once and advertises the new managed-config capability
> - The benefit is a smaller review for each step, and no instance
changes behavior until the last step lands

## Linked Issues or Issue Description

**Subsystem affected**
Server environments (managed-config environment provisioning,
environment routes) and the board UI's adapter Test target.

**Problem or motivation**
A managed instance cannot get a plugin environment from its managed
config. Company settings cannot create one either. So each managed
instance that needs one requires manual setup.

**Proposed solution**
Over three pull requests, let an `environments` entry in the managed
config declare `driver: "plugin"`. Boot then provisions one locked row
for each plugin entry, and makes one of them the instance default once
on new instances. This pull request adds only the row layer: create or
adopt a marked row, archive it, find it, and keep tenants from editing
it.

**Alternatives considered**
Manual setup on each instance, and a new control-plane endpoint. Both
need a step outside the deploy. The managed config already delivers the
sandbox entry.

**Roadmap alignment**
This extends the existing managed-config `environments` section, which
already provisions the managed sandbox. It adds no new product surface.

## What Changed

- New `server/src/services/managed-plugin-environments.ts`, used through
new `environmentService` methods (`ensureManagedPluginEnvironment`,
`archiveManagedPluginEnvironment`, `findManagedPluginEnvironment`):
- The ensure validates the driver config through
`normalizeEnvironmentConfig` and
`validatePluginEnvironmentDriverConfig`, the same path an
operator-created plugin environment takes.
- It marks the row `managedByPaperclip: true` and
`managedPluginEnvironment: "<pluginKey>:<driverKey>"`.
- It adopts an existing unmarked row for the same plugin and driver
instead of adding a second one, so a hand-made row keeps its agents.
- A row that already matches gets no write. Changes write activity log
entries.
- Archive sets an active marked row to `archived`. The next ensure
reactivates it.
- Migration `0437`: unique index
`environments_managed_plugin_environment_idx` on `metadata ->>
'managedPluginEnvironment'`. This is the only schema change of the three
pull requests. Snapshot `0432` is pruned to keep the five newest.
- `server/src/routes/environments.ts`:
`isPlatformProvisionedEnvironment` also covers the new marker (write
floor and redaction). `managedPluginEnvironment` is a reserved marker
key, so a client cannot stamp it on its own row. Nothing provisions
marked rows yet, so the marker-clear escape hatch stays open for them.
The next pull request refuses it while the managed config declares the
row's entry.
- `ui/src/lib/adapter-test-environment.ts`:
`resolveManagedSandboxEnvironmentId` requires `driver === "sandbox"`.
The plugin row also carries `managedByPaperclip`, so the old "not local"
check could take it for the managed sandbox.

## Verification

- `cd server && npx vitest run
src/__tests__/managed-plugin-environments.test.ts` (embedded Postgres):
- The ensure creates the marked row through the plugin validator. A
second ensure writes nothing and logs nothing.
- A hand-made row for the same plugin and driver is adopted. It keeps
its id and its agents.
  - Archive, then ensure, reactivates the row.
- The ensure refuses while the plugin has no running worker, and refuses
a name that another environment holds.
  - The unique index allows one row per marker.
- `npx vitest run src/__tests__/environment-routes.test.ts`: on a
cloud-managed instance, edit, env-var edit, status change and delete of
a marked plugin row are refused, including for instance admins. The
marker alone keeps the floor. A client cannot stamp the marker. The
marker clear is allowed.
- `npx vitest run src/__tests__/environment-service.test.ts`: passes.
- `cd ui && npx vitest run src/lib/adapter-test-environment.test.ts`:
the plugin row is never taken for the managed sandbox. Under
managed-sandbox-only, an agent on the sandbox tests in the sandbox, and
an agent on the plugin environment tests there.
- `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter
@paperclipai/ui typecheck` and `pnpm --filter @paperclipai/db
check:migrations` pass.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them. `pnpm verify` asks for broader verification
because of the migration.

## Risks

- Migration: one new partial unique index on a small table. No row
carries the marker before this change, so the index cannot fail on
existing data.
- No caller uses the new ensure yet, so no instance changes behavior.
- The UI change affects only lists that hold a non-sandbox row with
`managedByPaperclip`. Today that is only the local row, which the old
check already excluded.

> 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 Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (file edits, shell, test runs).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 16:52:43 +00:00
Nicky LeachandClaude Opus 5.5 fcf5dc2395 fix(ai-connections): reject unknown binding modes before grant checks (#19494)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run on AI accounts that people connect as AI connections
> - Before a run, `aiConnectionService.select` resolves the agent's
binding to one account grant and checks who may use it
> - The grant-kind checks cover only the `responsible_user`, `shared`
and `delegated` modes
> - Every caller parses the binding first, so no other mode reaches
`select` today. But if one did, it would skip the grant-kind checks
> - This pull request rejects any other mode before `select` reads any
data
> - The benefit is that an authorization check cannot be skipped through
a bad binding in the future

## Linked Issues or Issue Description

No issue exists. The new test typecheck in #18739 showed that a test
passed `mode: "connection"`, which is not a valid mode. #18739 fixed the
test and listed the production question.

**What existing behavior does this improve?**

`select` in `server/src/services/ai-connections.ts` reads
`binding.grantId` for every mode except `responsible_user`. It checks
the grant kind only when the mode is `shared` or `delegated`.

**Current behavior**

All runtime callers parse the binding with
`aiRuntimeConnectionBindingSchema` or `aiConnectionBindingSchema` first
(`heartbeat.ts`, `agent-harness-verification.ts`, `routes/agents.ts`).
So no live path sends an unknown mode. If a future caller skipped
parsing, an unknown mode would pass with no grant-kind check.

**Proposed behavior**

`select` rejects an unknown mode with the existing
`ai_connection_incompatible` failure (422), before it reads any data.

**Reason and benefit**

A guard in the owner of the check is cheaper than trusting every future
caller.

**Breaking changes**

None. Valid bindings behave the same.

## What Changed

- `server/src/services/ai-connections.ts`: `select` throws
`ai_connection_incompatible` for any mode other than `responsible_user`,
`shared` or `delegated`.
- `server/src/__tests__/ai-connection-binding-mode.test.ts`: new test.
It sends `mode: "connection"` and expects a 422 with no database read.

## Verification

- `pnpm exec vitest run
server/src/__tests__/ai-connection-binding-mode.test.ts`: passes.
Without the service change, the same test fails because `select` reads
the database.
- `pnpm exec vitest run server/src/__tests__/ai-connections.test.ts
server/src/__tests__/agent-hire-ai-connections.test.ts
server/src/__tests__/ai-connection-binding-mode.test.ts`: 3 files, 243
tests pass.
- `cd server && pnpm typecheck`: passes. This includes the source layers
and the three test-tree shards.
- Not run locally: the full `pnpm test:run` and the root `pnpm build`.
Required CI covers them.

## Risks

- Low risk. The new check only rejects bindings that the schemas already
reject.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits) and extended thinking.

## 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
- [ ] 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 5.5 <noreply@anthropic.com>
2026-11-06 16:28:25 +00:00
Nicky LeachandClaude Opus 5.5 e1332b997f fix(plugins): align tool run context and interaction input types (#19493)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Plugins add tools and issue-thread interactions through
`@paperclipai/plugin-sdk`
> - The SDK types are the public contract between the host and plugin
authors
> - Two parts of that contract do not match what the host does at
runtime
> - First, `ToolRunContext.projectId` says it is always a project UUID.
The tool gateway sends an empty string when a run has no project. The
direct tool route rejects such runs with 400
> - Second, three interaction helpers ask for the parsed output type, so
plugin authors must pass fields that the host fills in with defaults
> - This pull request makes the types and both tool paths agree with the
runtime
> - The benefit is that agents with no project can run plugin tools, and
plugin authors can omit the fields that have defaults

## Linked Issues or Issue Description

Fixes #3273

Related: #3274 removes the `projectId` requirement from the route. That
change alone is not enough today: the route now also looks up the
project to check its company, and that lookup needs a value. This pull
request also skips that lookup when the run has no project. It gives
plugins one value for "no project" on both tool paths.

The new test typecheck in #18739 and #18839 also listed both problems as
possible product problems.

## What Changed

- `server/src/routes/plugins.ts`: `POST /api/plugins/tools/execute`
accepts a `runContext.projectId` that is missing, `null`, or an empty
string. It passes an empty string to the plugin, the same value that the
tool gateway sends. It checks the project's company only when a project
ID is present. A `projectId` that is not a string returns 400.
- `server/src/routes/openapi.ts`: the request schema marks
`runContext.projectId` as optional and nullable.
- `packages/plugins/sdk/src/types.ts`:
- The `ToolRunContext.projectId` comment says the value is an empty
string when the run has no project.
- `suggestTasks`, `requestConfirmation` and
`requestCheckboxConfirmation` take `CreateIssueThreadInteractionInput`,
as `askUserQuestions` already does. The host parses this input with the
schema, so the defaults apply.
- `packages/plugins/examples/plugin-kitchen-sink-example/src/worker.ts`:
the example passes `undefined` instead of an empty project ID to
`issues.create`.
- `doc/plugins/PLUGIN_SPEC.md` (section 13.10): documents the empty
project ID.
- Tests:
- `server/src/__tests__/plugin-routes-authz.test.ts`: tests a run with
an empty, missing, or `null` project ID, which skips the project lookup.
Also tests that a project ID that is not a string returns 400.
- `packages/plugins/sdk/tests/testing-actions.test.ts`: removes the cast
that the output type required.

## Verification

- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/openapi-routes.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts`: 3 files, 81 tests
pass.
- `cd server && pnpm typecheck`: passes. This includes the source layers
and the three test-tree shards.
- `tsc --noEmit` passes for `packages/plugins/sdk` (`tsconfig.json` and
`tsconfig.test.json`) and for the kitchen-sink example.
- Not run locally: the full `pnpm test:run` and the root `pnpm build`.
Required CI covers them.

## Risks

- Low risk. The direct tool route now accepts calls that it rejected
before. It still checks that the agent and the run belong to the
company. With no project ID, there is no project to check.
- A plugin that reads `runCtx.projectId` can get an empty string on both
tool paths. The tool gateway already sent this value before this change.
Only the documentation is new.
- The SDK parameter types are wider. Existing plugin code still
compiles.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits) and extended thinking.

## 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
- [ ] 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 5.5 <noreply@anthropic.com>
2026-11-06 16:25:43 +00:00
51a65af9b8 fix(recovery): continue preserved preparation after process loss (#19464)
## Thinking Path

> - Paperclip manages AI agents and their execution state.
> - A server restart can stop workspace preparation before provider
execution.
> - Workspace recovery must preserve files before the task can continue.
> - Recovery handled interrupted preparations but skipped failed
process-loss records with the same no-provider certificate.
> - A withheld first retry could also hide the remaining retry budget.
> - This change resumes certified preparations through normal admission
after file recovery.

## Linked Issues or Issue Description

**What happened?**
A process-loss attempt remained failed after workspace recovery
completed. Its first retry had been cancelled before dispatch by the
workspace hold. The task had no running attempt or automatic
continuation.

**Expected behavior**
Continue once after the server proves that provider work did not start,
file preservation completed, and the exact leases stopped. Retain the
existing failure budget and all task admission gates.

**Steps to reproduce**
1. Stop a Runner preparation before native runtime selection. Record the
restart recovery bootstrap certificate.
2. Retain the workspace and withhold the first automatic retry before
dispatch.
3. Complete file preservation and restart the recovery worker.
4. Observe that the old code schedules no successor. The regression test
reproduces this with PostgreSQL and real filesystem operations.

**Paperclip version or commit**
Reproduced against master at `2f35eb1080`. Related prior work: #19422
continues saved user input after verified copy-back. This change handles
automatic continuation of certified process-loss preparation.

## What Changed

- Accept failed process-loss preparation only with the durable
no-provider bootstrap certificate and existing execution, lease and file
checks.
- Discover and settle the recovered source through the existing
preparation recovery path.
- Continue from a verified withheld retry without rewriting its history
or resetting its failure count. Adopt it only as the sole retry child;
multiple-child history reuses the newest existing child
deterministically.
- Exercise automatic dispatch, preserved-file readback, one provider
turn, accepted result and task completion in the local native-session
fixture.
- Keep a durable continuation receipt after file-hold settlement until a
successor is recorded. Known gates wait for existing eligibility events.
Unresolved delivery keeps its shared recovery deadline.
- Document the recovery and retry-budget rules.

## Verification

- Red: both new PostgreSQL/filesystem regressions failed with zero
scheduled successors where one was required.
- Green: 54 focused recovery, automatic-dispatch, interruption,
multiple-child history and admission safety cases pass on `13c27c2c2f`.
The full PostgreSQL admission adapter suite passes all 83 tests; server
source declaration typecheck also passes. Local environment: Darwin
arm64, Node 26.4.0, PostgreSQL 18.1, Vitest 5.0.3.
- Additional red/green: interruption after committed settlement,
pause/resume, failed enqueue after cursor advancement, and absence of an
earlier retry all failed before their repairs. Restart before enqueue,
restart after the successor claim, and pause/resume now preserve one
continuation. A rolled-back eligibility change cannot start execution.
Deferred and delivered records have no retry deadline.
- Local acceptance uses the real heartbeat dispatcher, isolated files
and PostgreSQL, with a simulated native provider. It reads the preserved
file, writes continued work, accepts the structured result and completes
the task once.
- Negative cases retain no-certificate, provider-evidence, live-owner,
Stop, missing-stop-receipt, wrong-snapshot, human-block, pause,
reassignment, approval and exhaustion fences.
- CI fixture regression: 4 error-propagation/concurrent-resolution cases
pass after adding the new obligation read to their transaction stubs;
existing assertions remain unchanged.
- Existing idle-drain and notification contract regressions: 4 tests
pass after restricting recovery wakes to actual durable obligations.
Late approvals block scheduled, queued and final dispatch.
- Additional existing retry-scheduling suite: 62 cases pass locally. The
pre-provider quota case exceeds its existing 5-second terminal wait on
this loaded Darwin host, including when tested alone and with the
preceding retry implementation. It remains a local timing limitation;
the assertion and timeout were not changed. All Linux CI server shards
pass on the combined head, including this unchanged suite.
- Existing run-control, legacy-recovery and shared execution-control
lifecycle suites: 128 tests pass with the review repair. Required CI
supplies final-revision broad coverage.
- Real-Codex acceptance was not run: automatic approval review rejected
authenticated provider execution because it could incur cost/external
effects and required explicit approval. No provider call ran; the
controlled-provider acceptance covers the causal restart and durable
scheduling behavior.
- Hosted acceptance and recovery of existing tasks require rollout. They
have not been claimed from the local provider fixture.
- Final-head review: Greptile 5/5 on `13c27c2c2f`, no outstanding
findings. Another contributor added the multiple-child history safety
repair in `13c27c2c2f` while CI was running. The delta was inspected and
the 54 focused recovery cases rerun successfully. Required CI passes on
that exact combined head:
https://github.com/paperclipai/paperclip/actions/runs/42241794918. All
55 successful checks include aggregate `ci / verify`, typecheck, build,
canary, all server and E2E shards, and Runner package/Rust/static
checks. The separate Paperclip Review service check remains queued
waiting for its assigned agent; no validated assessment has been
returned.

## Risks

A malformed preparation certificate or a false no-execution receipt
could permit duplicate work. The existing checks still reject provider
execution records, native coordinators, live controllers, unsettled
leases and unverified files. The pending continuation must survive a
restart without polling known admission blockers. A withheld retry
retains its original row and consumes its remaining failure budget.
Normal admission checks current ownership, approvals, pause and budgets.

## Model Used

OpenAI GPT-6 family via Codex. The exact model ID and context window are
unavailable in session metadata. Used reasoning, code editing and tool
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 task 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: Devin Foley <devin@paperclip.ing>
2026-11-06 09:36:46 -06:00
Nicky LeachandClaude Opus 5.5 026dc6d135 fix(native): release a session-resume owner when the resumed run fails before its provider claim (#19371)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs keep a finalization row. Its lease owner tells the
control plane that an execution may still be live.
> - Pausing an agent waits for `agentExecutionsHaveStopped`. That check
refuses to finish while any run of the agent has a lease owner, unless
the run was cancelled and has stop proof.
> - A same-run session resume claims that lease before it dispatches the
run. If the run then fails before the native executor takes its own
provider claim, nothing releases the resume owner.
> - The leaked owner blocks pause and resume for good, and the task
keeps looking like it has a live recovery path.
> - This pull request settles those rows at the source, and it adds a
stop-proof-gated release for rows that already leaked.
> - The benefit is that agents can pause and resume after an ordinary
resume failure, without database edits, and the cancelled-run stop-proof
rule stays as it is.

## Linked Issues or Issue Description

**What happened?**

An agent stayed in `pausing` with `hostComplete=false` and climbing
attempts. Its runs had `native_run_finalizations` rows with `phase:
observed`, `recovery_state: resuming_session`, a `lease_owner` like
`default:resume:<uuid>`, and no `result_id`. Each heartbeat run had
ended `failed`: either `setup_failed` (`Failed to acquire lease for
environment … Sandbox creation has failed`,
`native_remote_recovery_lease_mismatch`) or `adapter_failed`
(`runner_state_identity_mismatch: …`). The lease expired about 20
minutes after the run finished. Nothing settled the row. The only fix
was to set `lease_owner` to null by hand.

**Expected behavior**

When a resumed run fails before any provider turn starts, its
finalization row goes to `terminal_failure` and its lease owner is
released, as the native executor does for failures it sees. A row that
leaked before this fix is released in the background once its lease
expires and the run has stop proof. Pause then completes.

**Steps to reproduce**

1. Leave a native run in `retryable_failure` with a persisted
checkpoint, on a task that already has an active recovery incident.
2. Let session resume claim it (`claimNativeSessionResumptions` sets
`phase: observed` and a `…:resume:…` owner).
3. Make the resumed run fail before the executor claims it, for example
when the environment driver cannot create the sandbox.
4. The heartbeat failure path marks the run `failed`. The issue release
path does not settle the row, because it settles only when it opens a
new incident. The owner stays set, and `agentExecutionsHaveStopped`
returns false indefinitely.

**Paperclip version or commit**

`master` at 5ac05871b5.

**Additional context**

Root cause: two writers can end a resumed run without the executor.
`failRun` and the setup-failure path in `heartbeat/run-completion.ts`
never touch the coordinator. `recordNativeTerminalRecoveryIfNeeded` in
the wake-queue adapter settles the coordinator only when no recovery
incident exists yet. Agents that need their computer connection paired
again usually already have an incident, so the owner leaks.

Related, but different: #18905, #18866, #18072, and #17692 change how
the stop check judges runs. This pull request does not change the stop
check.

## What Changed

-
`server/src/services/native-runtime/native-failed-run-owner-release.ts`
(new): one settlement for a result-less `observed` owner on a run that
ended `failed`, `timed_out`, or `interrupted`. It writes
`terminal_failure`, null lease fields, `recoveryState: "blocked"`, the
run's failure code, and a `releasedOwner` record. It sets `nativePhase`,
sends the same finalization and execution work notifications as the
executor's terminal path, and logs `native.failed_run_owner_released`
activity. Locks follow the issue, coordinator, run order.
- `settleUnstartedNativeSessionResume`: runs after a dispatched session
resume returns. It matches only the exact claim owner and the attempt
the claim saw. The executor increments the attempt when it takes
provider ownership, so an unchanged attempt proves that no provider turn
started under this owner. The executor's own failures no longer match.
- `releaseAbandonedNativeOwners`: the background release for rows that
already leaked. It requires an expired lease and all of the stop proof
that `agentExecutionsHaveStopped` checks: settled environment leases, no
live run process or process group, no live controller lease, and no live
controller process. This process answers from its in-memory execution
registries. It skips cancelled runs, pending native Stops, and pinned
workspace restores, because those have their own stop-proof owners.
- `native-finalization-reconciler.ts`: `NativeSessionResumeClaim` now
carries `attempt`.
- `heartbeat.ts` and `heartbeat/recovery.ts`: both session-resume
dispatch sites settle the claim after `executeRun` returns. This is one
`.finally` per site.
- `execution-control-reconciliation.ts` and `execution-control-work.ts`:
the execution-finalization queue runs the background release. Its
deadline includes the earliest lease expiry among eligible rows, so the
release does not poll an idle instance. Rows with unreleased sandboxes
are excluded from the deadline.
- `agent-execution-stop.ts` is unchanged. The cancelled-only release
keeps its stop-proof rule.

## Verification

- `npx vitest run
src/__tests__/heartbeat-native-resume-lease-failure.test.ts` drives the
real heartbeat resume dispatch (`reapOrphanedRuns`). A sandbox driver's
`acquireRunLease` throws `Sandbox creation has failed`, and the task has
a recovery incident. The run fails with `Failed to acquire lease for
environment "Managed computer" (sandbox): Sandbox creation has failed`,
and the coordinator ends `terminal_failure` with no lease owner. I
removed the `.finally` wiring and ran the test again. It then failed,
and the row stayed `observed` with a `default:resume:` owner and a
20-minute expiry, which is the production state.
- `npx vitest run
src/services/native-runtime/native-failed-run-owner-release.test.ts` (10
tests):
- A claimed resume that fails at lease acquisition is settled.
`agentExecutionsHaveStopped` changes from false to true. A repeated
settlement does nothing.
- An owner the executor claimed (incremented attempt) and a run that is
still running are not changed.
- A leaked `runner_state_identity_mismatch` row is released by
`reconcileAbandonedExecutionControl`, and then
`agentExecutionsHaveStopped` returns true.
- An unexpired owner still blocks the stop check. Its expiry becomes the
finalization queue deadline.
- An active environment lease and a live controller process block
release. After both stop, the row is released.
  - Cancelled runs and pending native Stops are not changed.
  - Added during review:
    - Releasing an owner wakes the cost-accounting worker.
- Releasing a run's environment lease wakes the finalization worker, and
the owner is then released.
- A recorded PID and group that now belong to an unrelated process do
not hold the owner.
- Bounded passes rotate past a held row (`[0, 1, 1]` with page size 1),
then wrap back to it.
- The immediate settle keeps the owner while the run's recorded process
is alive.
- Suites that cover the changed files pass together: the two new files,
`native-session-resumption.test.ts` (with the claim shape updated),
`execution-control-reconciliation.test.ts`,
`execution-control-work.test.ts`, and
`agent-lifecycle/__tests__/lifecycle.test.ts`. With
`environment-cleanup-work.test.ts` added, that is 7 files and 156 tests.
I did not run the full `heartbeat-process-recovery.test.ts` suite
locally. CI runs it.
- `pnpm --filter @paperclipai/server typecheck` passes.

## Risks

- Behaviour change: a resumed run that fails during setup now ends with
a terminal coordinator in every case. Before, this happened only when
the issue release path opened a new incident. After a restart, restart
recovery no longer sees such a row as `observed`. This matches what the
release path already does when no incident exists.
- The background release trusts an expired lease on a run that is
already terminal, together with the same process and lease evidence that
the stop check uses. A controller on another host cannot be probed by
PID. The stop check has the same limit today. A live owner still renews
its lease, and lease-gated writes from an expired owner are already
refused.
- If an expired row's process or controller still looks live, the
release retries at the shared 15-second finalization cadence until that
process exits. Each pass handles one bounded page, and a rotating cursor
moves to the next page on each pass.
- A run-scoped environment cleanup notification now also wakes the
execution-finalization queue. Passes are coalesced, and a pass is a
cheap deadline query when nothing is eligible.
- No schema change and no migration.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) through Claude Code, with tool use
(shell, file edits, local test runs).

## 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 5.5 <noreply@anthropic.com>
2026-11-06 07:19:09 -08:00
DottaandPaperclip 4696ff4990 fix: reserve agent In Progress display for active runs (#19453)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task status must tell operators whether an agent is working or
waiting.
> - A task can retain its in-progress lifecycle status after its run
stops.
> - The shared read projection only handled scheduled monitoring waits.
> - The UI also ignored other projected statuses for in-progress tasks.
> - This pull request requires an active task run for the In Progress
display.
> - Operators can see waits without changing execution or recovery
authority.

## Linked Issues or Issue Description

**What happened?**

An agent task still showed In Progress after its run ended with an
access failure and left a pending connection request. Stale execution
locks and saved lifecycle state could show the same false activity.

**Expected behavior**

An agent task shows In Progress only with a task-linked queued or
running run. Otherwise, it shows Blocked for recovery, In Review for a
pending response or review, Monitoring for a scheduled check, or Todo
for remaining work. Human ownership keeps its selected status.

**Steps to reproduce**

1. Create an agent-owned task with an in-progress lifecycle status.
2. End its run and retain a pending human request.
3. Read the task, its summary, and search results. Before this change,
they still show In Progress.

## What Changed

- Derive visible activity from company-scoped, task-linked runs in the
existing shared SQL projection.
- Project inactive tasks to existing waiting or todo states. Preserve
lifecycle status, locks, admission, and recovery.
- Make the shared UI resolver use the projection while preserving
explicit and optimistic status changes.
- Cover stopped runs, stale locks, human waits, company isolation,
monitoring, filters, counts, search, and UI labels.
- Document the presentation rule in the product and execution contracts.

## Verification

- Red before the server fix: 7 new regression cases failed because they
returned in_progress. The 10 existing cases passed.
- Green after the server fix: 20 cases passed in
issue-display-status.test.ts, using embedded Postgres and real task
APIs/search. Seven nearby active-question cases also passed.
- Review regression: dismissed requests, historical questions, and
returned review work each failed before the follow-up fix. All three now
pass using the existing active-interaction rule and pending review
state.
- Red before the UI fix: 4 label cases failed. Five additional safety
cases caught stale projections hiding explicit transitions.
- Green after the UI fix: 43 tests passed across
task-status-presentation, issue-filters, and issue-detail-subissues.
- pnpm -r typecheck passed. All UI token gates and synchronization
checks passed.
- pnpm build passed. Server typecheck and build passed again after the
review fixes.
- Full CI passed on 45c4ababc5, including
typecheck, build, general/serialized tests, Runner tests, and browser
checks. The final rollup has 55 successful checks, one neutral check,
and three configured skips.
- The local pnpm test:run command passed all 1,931 chat integration
tests. Its remaining duplicate full-suite run was stopped once full CI
passed on the same commit. This is not a claim that the complete local
command finished.
- Greptile reviewed the final commit at 5/5. Both prior findings have
regression coverage and all review threads are resolved.
- Live acceptance at commit 45c4ababc5: started a fresh isolated local
instance, created an inactive agent task, and saved a pending human
request. API reads changed from Todo to In Review. An initial readiness
probe ran before startup finished; the doctor then verified the exact
serving revision before acceptance. Chrome showed In Review in the task
header, breadcrumb, and sidebar. Stored lifecycle status remained
in_progress. The instance was stopped after verification.
- The reported stopped state was inspected in the live UI. The fix is
not deployed there. Local API tests reproduce the failure shape without
replaying the real deployment task.

## Risks

- This changes visible status and display-status filter membership for
inactive agent tasks. Stored lifecycle filters keep their existing
meaning.
- The projection uses existing indexes on task runs, recovery actions,
and interactions. It adds no worker, timer, schema change, or execution
action.
- A queued run counts as active admission. Human-owned tasks retain
explicit ownership status.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. A more specific 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>
2026-11-06 07:59:38 -06:00
DottaandPaperclip 70d23612dd fix: offer Interrupt when queued-message steering is unavailable (#19450)
## Thinking Path

> - Paperclip lets people manage work performed by AI agents.
> - Task chat saves follow-up messages while an agent runs.
> - A native runner can accept Steer only after an active provider turn
exists.
> - During preparation, or with an unsupported provider, the queue
showed a disabled Steer button and no delivery action.
> - The server also rejected Interrupt for ordinary native queues.
> - This change offers an explicit Interrupt fallback and uses the
existing cancellation and admission path.
> - People can send their saved messages while Stop confirmation,
cleanup, and execution gates remain enforced.

## Linked Issues or Issue Description

Related: #15865 covers mixed legacy queues. #15030 covers steering
acknowledgements. This change covers native queues without available
steering.

**What happened?**

A queued message had a disabled Steer button while the native runner was
still preparing. Clicking it did nothing. The server returned HTTP 409
for an explicit Interrupt request against the same native queue.

**Expected behavior**

Offer Steer when the provider can accept same-turn input. Otherwise
offer Interrupt, labeled with its actual effect. Preserve saved messages
until the previous execution stops and normal admission accepts the
successor.

**Steps to reproduce**

1. Start a task with the Paperclip Runner adapter.
2. Submit a follow-up while the run is preparing, before its provider
turn opens.
3. Observe the disabled Steer button above the composer.
4. With this change, click Interrupt. The existing Stop path cancels the
previous execution and submits the saved queue through normal admission.

**Paperclip version or commit**

Reproduced locally on master at 523818ea9b. The branch is rebased on
2f9d3d43c3.

## What Changed

- Offer Interrupt for unavailable or unsupported native steering when
the parent supplies an interrupt callback.
- Keep Steer for an available provider turn.
- Accept explicit Interrupt for a deferred native queue and record its
run target.
- Bind native continuation to the exact Interrupt queue, run, actor, and
cancellation receipt. This lets one click send the messages after Stop
completes.
- Add component, task-thread, real PostgreSQL route, and continuation
authorization regressions.
- Close the route fixture database pool before disposing its PostgreSQL
instance.
- Document the fallback and its Stop and admission requirements.

## Verification

- Red: two component cases failed because Interrupt was absent. Two
route cases returned HTTP 409, `This queue does not support
interruption`, before the repair.
- Red: stronger delivery assertions also caught `send_predates_stop`
after the first repair. The admission fix covers both the freshness
exception and later eligibility check.
- Green: both route regressions now wait for preparation settlement,
then deliver both saved messages exactly once without a second click.
The complete route suite passes 119 tests. The complete continuation
suite passes 376 tests, including wrong actor, queue, target, and
missing-receipt cases.
- UI: task-thread and queued-message suites pass 394 tests, with one
existing skip. The issue-page suite also passes (the earlier three-suite
run passed 644 tests before the final three UI cases).
- Token gates and `git diff --check` pass.
- Full workspace build and low-memory typecheck pass. The initial
typecheck caught a missing `membershipRole` in an unrelated fixture; the
rebase picked up the correction already on master, and the complete
typecheck then passed.
- The full local `pnpm test:run` passed all six chat shards (1,931
tests). It was stopped during general-server validation after the final
commit passed all PR CI gates. The complete local suite is not claimed
as a pass.
- Earlier route-suite teardown timed out with an open database pool.
Closing that pool fixed teardown; the complete route suite then passed.
- All final-head CI gates pass: 52 successful checks and two intentional
skips. Greptile is 5/5 on the same head with no unresolved review
threads.

## Risks

Interrupt stops the previous execution and starts a successor; it is a
different action from same-turn steering. The UI labels that action
explicitly. Cleanup or execution gates can keep the messages queued.
Existing company access, board permissions, queue revision, run target,
cancellation proof, and admission checks remain in place. No schema
migration is needed.

## Model Used

OpenAI Codex (GPT-6), with reasoning, tool use, and code execution. The
exact model ID and context window are not exposed by this client.

## 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>
2026-11-06 07:11:38 -06:00
DottaandPaperclip 275b334fc5 fix(workspaces): skip redundant repository admission snapshots (#19444)
## Thinking Path

> - Paperclip manages AI agents and their execution state.
> - Remote workspace admission must preserve files before execution
starts.
> - Admission saved the entire workspace once per registered repository
on every run.
> - Existing snapshot receipts can prove that validated repositories are
already saved.
> - This change uses those receipts and saves new repositories once per
admission batch.
> - It also preserves fresh configuration metadata and reports actual
workspace reuse.

## Linked Issues or Issue Description

**What happened**
Remote follow-up runs uploaded an unchanged workspace for each
registered repository before starting the provider. Configuration
persistence also overwrote new evaluation metadata, and freshness logs
could claim replacement when the same workspace was reused.

**Expected behavior**
Validate existing repositories without uploads when a committed snapshot
covers their descriptors. Save acquired repositories before publishing
ready receipts. Retain current evaluation metadata and report the actual
workspace outcome.

**Steps to reproduce**
Use a remote workspace with two registered repositories. Prepare it,
then admit a follow-up run. Observe repository snapshot operations
despite unchanged repositories. The regression tests exercise this with
real Postgres, Git, and separate sandbox directories.

**Environment**
Server remote workspace admission at commit
c0214826b3. Related work: #19374 handles
interrupted clone staging; this change handles snapshot admission cost.

## What Changed

- Skip repository saves when the committed snapshot covers the validated
descriptor.
- Save all repositories in one admission snapshot before publishing
ready receipts.
- Retain descriptor coverage only when the new archive contains the
checkout. Drop deleted checkout coverage so admission can acquire it
again.
- Restore `needs_repair` status for failed batch saves and retry failed
uploads.
- Let fresh preparation metadata override stale reserved metadata while
preserving storage authority.
- Report actual reuse when freshness policy requested replacement.
- Add regression coverage and fix an existing routine user fixture
missing its membership role.

## Verification

- Red: original code fails unnecessary-snapshot, evaluation-metadata,
and reuse-message regressions.
- Green: 517 affected tests across six suites before the final coverage
correction. After that correction, all 102 remote workspace/concurrency
tests and 96 archive tests pass. Imported-repository, deleted-checkout,
and upload-retry cases pass.
- Additional red/green: deleted checkout coverage fails before the fix
and passes after it. All 96 archive tests pass, including manifest
digest and size bounds.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
locally.
- All final-head CI verification jobs pass, including the aggregate `ci
/ verify` check. Greptile gives the final head 5/5.
- The monolithic local `pnpm test:run` passed all six chat shards and
continued through general server tests. It was stopped after final-head
CI passed; it did not complete locally. The targeted local regressions,
affected suites, typecheck, and build completed successfully.

## Risks

Snapshot receipts must refer to committed bytes. Legacy receipts require
one conservative save. Failed uploads must not publish repository
readiness. Replacement-class drift still retains the original
configuration for an explicitly reused workspace.

Existing directories with damaged or missing Git metadata still require
repair. Master and this PR both validate those directories without
cloning over them, preserving any surviving user files. Clearing a
snapshot descriptor would not change that path. Complete directory
deletion is different: this PR clears coverage so normal acquisition can
clone it again.

## Model Used

OpenAI gpt-6.1-sol through Codex. Used reasoning, repository inspection,
code editing, and local execution. The host does not expose the 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>
2026-11-06 07:08:59 -06:00
DottaandPaperclip 21d2a577bb feat: show and change routine responsible users (#19128)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Routines create tasks for repeated work.
> - Each routine has a responsible person.
> - The Overview did not show this person or permit a change.
> - People need to see who will be responsible for automatic tasks.
> - This pull request adds a small name picker beside Default agent.
> - Authorized people can adopt a routine or transfer it to an active
company member.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The routine Overview and the routine update API.

**Subsystem affected**

UI, server, and shared contracts.

**Current behavior**

The routine stores a responsible user. The Overview does not show that
person. The update API cannot change that person.

**Proposed behavior**

Show Responsible user beside Default agent. Click the name to search
active company members. Save only the new person and the current
revision ID.

**Reason and benefit**

People can see who owns future automatic tasks. An authorized person can
adopt a routine without making a new routine.

**Breaking changes**

The detail response adds an optional actor-specific field. The update
API adds an optional responsible user ID. Existing requests keep their
current behavior.

Related: #17368 covers local Board ownership migration. This change adds
the routine control and explicit transfer.

## What Changed

- Show a quiet, searchable person picker beside Default agent.
- Explain that automatic tasks use this person. Manual runs use the
person who starts them.
- Permit human operators with `tasks:assign`, instance administrators,
and local operators to transfer responsibility.
- Check active company membership inside the update transaction.
- Save a revision and record the old and new person in the activity log.
- Keep existing task responsibility and ownership during revision
restore.
- Show errors for failed saves and stale revisions.
- Add tests for permissions, company boundaries, transfers, inheritance,
and picker states.
- Keep the picker disabled until saved data is refreshed. Refresh the
activity list after a transfer.
- Capture the actual previous person under the update row lock for the
activity record.
- Use shared query error handling and retain cached people during a
connection failure.

## Verification

- Focused checks cover 145 tests in 5 files. The first post-fix run
passed 144 tests. One existing Fireflies route test timed out during the
first import while the UI typecheck also ran. The same test passed in
the pre-fix run. The isolated route suite then passed all 21 tests with
no source change.
- The new tests reproduce slow detail refreshes, activity refresh, and
two concurrent transfers without a base revision. The concurrency test
uses PostgreSQL row locks.
- UI and server TypeScript checks passed at commit `1df9587eb`.
- The UI production build passed for the updated head.
- The branch includes master through `26391707f`.
- Design token gates, query-error policy, and Git whitespace checks
passed. The query-error policy reports zero findings.
- Local browser checks passed on desktop and mobile for the initial
feature commit. Search, selection, reload persistence, and revision
creation passed. No page errors or horizontal overflow were found. The
follow-up does not change the normal layout.
- Earlier full local checks could not finish: Cargo was absent, and
concurrent full test/build checks exceeded the 8 GiB memory limit. These
attempts are not passes.
- The first CI run failed on two error-rendering policy findings. That
failure is fixed locally. The three findings from the first Greptile
review are fixed and their threads are resolved.
- Greptile reviewed `1df9587eb2d3e034c2769b1f6955ac52323c95bb` and
scored it 5/5. It confirms all three prior findings are addressed. There
are no open review threads.
- [CI attempt
1](https://github.com/paperclipai/paperclip/actions/runs/42046369415/attempts/1)
passed 53 checks. The server 8/12 shard failed only because the existing
`history-http` runtime fixture did not become ready within 10 seconds
(99 refused connections). The fixture and runtime source are unchanged
from the merged master. That case passed locally on the same PR head
with no source change. Its full 75-test suite also passed locally. The
cause of the CI failure remains unknown.
- [CI attempt
2](https://github.com/paperclipai/paperclip/actions/runs/42046369415/attempts/2)
passed on `1df9587eb`: 54 successful checks, 3 skipped, and 1 neutral.
No failed or pending checks remained. The original fixture-readiness
failure remains recorded above.
- A later review found that viewers with an explicit `tasks:assign`
grant could see an editable picker even though writes were denied.
Commit `8b95ee707` now mirrors active-membership and viewer restrictions
in the GET capability flag. Instance-admin and local-operator behavior
is preserved.
- Three membership regressions failed on the incorrect editable flag
before the fix. After the fix, all 43 routine-route and company-access
cases passed (`--testTimeout 60000` accommodated this sandbox's cold
route imports; no repository timeout was changed). The first pre-fix run
timed out during the cold import in one case; the second pre-fix run
reproduced all three assertion failures.
- Layered server typechecking and whitespace checks passed after the
permission fix.
- [Fresh
CI](https://github.com/paperclipai/paperclip/actions/runs/42057752313)
passed on `8b95ee7075417527687b4a86cbaf63ba87408364` without a retry.
Greptile reviewed this exact head, scored it 5/5, and added no new
findings. All four review threads are resolved. The security status is
also successful.
- The separate Paperclip Review check is still queued because its
assigned review worker requires runtime recovery. This is the remaining
check before completion; the CI workflow itself passed.

## Risks

- A transfer changes the person used for future automatic tasks.
Existing tasks keep their current person.
- Only people can transfer responsibility. The server checks the
permission again on every write.
- A stale revision rejects the save. The user must reload before
retrying.
- No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact runtime model ID and context window are not exposed
to 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 (CI passed; separate Paperclip
Review check pending)
- [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>
2026-11-06 05:47:30 -06:00
DottaandClaude Opus 5.5 8c578668b8 fix(heartbeat): start new queued runs promptly after restart and name the wait (#19431)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat queue starts queued agent turns. Restarts and deploys
happen often.
> - After a restart, new queued turns waited minutes before they
started. The task showed only "Queued", with no reason.
> - The cause is startup order. The queued-run dispatch worker registers
only after many unrelated first passes finish one after another: tool
reviews, delivery workers, the terminal workspace sweep, native restart
recovery, and residual and issue recovery.
> - The server binds its listener before this recovery, and
`/api/health` answers during it. A deployment can route traffic to the
new server for minutes before queued work starts.
> - This pull request starts queued turns that never executed as soon as
plugin workers and adapters are loaded. It also names the wait while the
server starts, recovers, or shuts down.
> - The benefit is that tasks resume quickly after a restart and show a
visible reason while they wait.

## Linked Issues or Issue Description

**What happened?**
On a hosted instance, the server restarted twice for deploys. Both
times, queued runs on idle agents started about 3.5 to 4 minutes after
the restart. Before the restart, the runs also waited about 5 minutes
while the deploy drained the old server. During the wait after the
restart, the execution presentation showed `phase: queued`, `label:
"Queued"`, `cause: null`.

**Expected behavior**
Queued work resumes automatically and quickly after a restart. While it
waits, the task shows a reason.

**Steps to reproduce**
1. Start a task drain (`POST /api/instance/task-drain`). Assign issues
to idle agents. The runs stay queued.
2. Stop the server (SIGTERM) and start it again.
3. Make any startup first pass slow (a large instance does this
naturally). Queued runs start only after every earlier startup pass
finishes.

**Paperclip version or commit**
master at 7e3caa7bac.

**Deployment mode**
Hosted Railway deployment with fleet deploy drain. Reproduced locally
with embedded PostgreSQL and an injected 20-second startup step.

## What Changed

- `heartbeat/queue.ts`: add `resumeFreshQueuedRunsAtStartup`. It starts
queued runs on agents with no run left `running` and no queued retry or
continuation (`started_at`, `retry_of_run_id`,
`process_loss_retry_count`, `continuation_attempt`). Every run still
passes the ordinary per-agent claim and dispatch gates, and scheduling
suppression (including the task drain) still applies.
- `heartbeat.ts`: expose it. Count it as a pending wake, like
`resumeQueuedRunsAfterDrain`, so drain status and upgrade readiness see
it.
- `index.ts`: run that pass at startup after plugin workers and external
adapters load. It does not wait for the unrelated startup first passes.
It skips while a drain, warm standby, or shutdown is active. Log when it
completes and when the full queued-run pass completes, with process
uptime, so a hosted restart shows both timings.
- `execution-projection.ts`: while the server is `starting`,
`recovering`, or `draining` (shutdown), a queued run shows **Waiting for
server restart** (cause `server_restarting`) with a next action. A task
drain keeps its **Waiting for maintenance** reason.
- `doc/execution-semantics.md`: describe the startup fast path and the
new presentation.
- The full queued-run pass, its position after native restart recovery,
and the drain behavior are unchanged.

## Verification

- Red, then green, local restart with a 20-second injected startup step
(embedded PostgreSQL, three process agents, runs queued under a task
drain, SIGTERM, restart):
- Before: the listener bound at 09:41:50.6. Runs started at 09:42:10.8,
20.2 s later, after the slow step ended.
- After: runs started 0.2 to 0.3 s after the listener bound, while the
slow step still ran. Each original run executed once.
- During the before run, `GET /api/issues/:id/execution` showed `Waiting
for server restart` / `server_restarting` until dispatch.
- Red, then green: `execution-projection.test.ts` restart-phase cases
failed on the old code (`label: "Queued"`, `cause: null`) and pass now.
- New `heartbeat-startup-fresh-dispatch.test.ts` (real PostgreSQL): a
fresh run starts; an agent with a `running` row from the previous
process and an agent with a queued retry stay queued; nothing starts
while a task drain is active.
- `npx vitest run` for the new test, `heartbeat-task-drain*.test.ts`,
`execution-projection*.test.ts`, `startup-recovery-timing.test.ts`,
`heartbeat/queue.test.ts`, `liveness.test.ts`: 132 passed.
- `npx tsc --noEmit -p server/tsconfig.json` passed.

## Risks

- New queued runs can start before native restart recovery finishes. The
fast path excludes any agent with a `running` row or a queued retry or
continuation, and the claim checks still enforce issue ownership,
predecessor cleanup, budgets, pauses, and concurrency. A new wakeup
during startup already starts runs at this point, so this adds no new
class of early execution.
- The drain is unchanged. It still holds new runs while the deploy waits
for in-flight runs (the Cloud wait budget is at most 5 minutes). This PR
does not change Cloud.
- The new label depends on the process-local startup phase. It shows
only on the process that is restarting.

> 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 Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, local server runs). Extended reasoning
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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 04:00:42 -06:00
DottaandClaude Opus 5.5 7e3caa7bac fix(tree-control): resume work a pause gate refused after release (#19421)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board can pause an issue tree. A pause stops work. Resume or
release must continue that work once.
> - PR #19394 made release re-dispatch a run that a pause Stop
cancelled.
> - That rule covers only a run that an operator Stop ended and that the
hold snapshot named.
> - A scheduled retry that comes due during a pause is not stopped. The
dispatch gate cancels it with `issue_paused`. The release did not see it
as owed work, so the task stalled with no run.
> - This pull request makes every gate that refuses work for a pause
record the covering hold. Release then re-dispatches that work exactly
once.
> - The benefit is that a paused task with a parked retry or a queued
run continues after release, with no manual wake.

## Linked Issues or Issue Description

Refs #19394

**What happened?**
A child task had a `workspace_busy` scheduled retry. The board paused
the parent tree. The retry came due during the pause. The
scheduled-retry gate cancelled it with `issue_paused` ("Scheduled retry
suppressed because the issue is held by an active subtree pause hold").
The board released the hold. Four minutes later the child was still
`in_progress` with no run, no execution blocker, and no new activity.

**Expected behavior**
Release (or `mode: "resume"`) re-dispatches the refused work exactly
once. No reconciliation and no user message are necessary.
Stranded-issue recovery does not add a second run.

**Steps to reproduce**
1. Give an assigned child task a parked `workspace_busy` scheduled
retry.
2. Pause the parent tree.
3. Let the retry come due while the pause is active. The gate cancels it
with `issue_paused`.
4. Release the pause. No run starts for the child.

**Paperclip version or commit**
master at 4d49a31286 (includes #19394).

**Agent adapter(s) involved**
Not adapter-specific (core bug).

## What Changed

- `issue-tree-control.ts`: add `ISSUE_PAUSED_ERROR_CODE` and
`pauseSuppressionResult()`. A gate records `treeHoldSuppression: {
holdId, rootIssueId }` on a run that it refused for a pause.
- `findOwedPauseResume` now treats the latest run as owed when it is an
`issue_paused` cancellation under a pause hold. It uses the recorded
hold. For an unmarked run (a scheduled retry cancelled before this
change), it uses a snapshot pause that was active at cancellation. The
operator Stop rule does not change.
- Scheduled-retry gate (`run-dispatch/adapters/postgres.ts`,
`cancelSuppressedRetryInTx`): locks the pause row `FOR SHARE` and
records the covering hold. A concurrent release either sees the refusal,
or the retry sees no pause and runs normally.
- Queued-run claim gate (`heartbeat/queue.ts`): cancels with
`issue_paused` and the hold marker, after the agent start lock is
released. Before, the cancel re-entered that lock from inside it, and
the agent's queue stalled until the 30-second stale-lock timeout. After
the refusal is saved, the gate re-checks the hold and resumes the task
itself if release already finished (`resumeIfPauseAlreadyReleased`).
- Release (`issue-tree-resume.ts`, route): revisits the snapshot members
and every task with a run refused for that hold, also when `wakeAgents`
is set. This covers tasks created under the tree after the snapshot and
tasks moved out before release.
- `packages/db`: partial index
`heartbeat_runs_tree_hold_suppression_idx` (migration 0436, `CREATE
INDEX CONCURRENTLY`, registered as a top-level migration) for that
lookup.
- Docs: `doc/execution-semantics.md` (gate-refused work, race handling,
non-assignee and pre-fix scope) and `doc/DATABASE.md` (index).

## Verification

- Red before the fix, green after: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/issue-tree-pause-resume-run.test.ts` (21
tests).
- "resumes a parked retry the pause suppressed exactly once after
release / resume / legacy": before, `expected [] to have a length of 1`
(no resumed run). After, one `issue_tree_resumed` run with
`interruptedRunId` = the suppressed retry, no execution blocker, and the
task finished. `reconcileStrandedAssignedIssues` added no run during the
hold or after release.
- "resumes a queued run the claim gate refused during the hold exactly
once": before, the test timed out at 15 s (start-lock re-entry). After,
the run is cancelled with `issue_paused` and the hold marker, and
release re-dispatches it once.
- "resumes a refused retry on a task moved out of the paused tree before
release" and "... on a task outside the snapshot when release also wakes
members": review findings, one resume each.
- "leaves a due retry parked when the pause is released while the gate
refuses it": the test waits until the gate blocks on an uncommitted
release. The retry is not cancelled and runs once. Without the `FOR
SHARE` lock the gate does not wait and the test fails.
- "resumes work a gate refused after the release that should have
resumed it had finished": the late-refusal re-check resumes once, and a
repeated check does not dispatch again.
- "does not resume a paused-code cancellation that no pause hold
covered": negative case.
- Related suites pass locally: `src/__tests__/issue-tree*`,
`src/modules/run-dispatch`, `src/services/heartbeat/queue.test.ts`,
`heartbeat-dependency-scheduling`, `heartbeat-workspace-busy`, and
`packages/db` `client.test.ts`.
- I did not run a live staging check here. Staging APIs are not
reachable from this environment.

## Risks

- Migration 0436 adds a partial index on `heartbeat_runs`. It is built
concurrently and covers only cancelled runs with the marker, so it is
small.
- The scheduled-retry gate now takes a `FOR SHARE` row lock on the pause
hold before it cancels. Release updates that row, so the two serialize
briefly. Release does not lock issues or runs, so the lock order cannot
deadlock with the gate's issue-then-run locks.
- The queued-run claim gate now records `issue_paused` in place of the
generic `cancelled`. Stranded recovery already classifies `issue_paused`
as non-retryable. The pause resume owns that work, so recovery does not
add a second run.
- Scope limits (documented): a non-assignee run refused by a pause is
not replayed, the same as non-assignee wakes that admission drops during
a hold. Among pre-fix rows, only scheduled retries carry `issue_paused`,
so only those fall back to the snapshot. A pre-fix row whose hold is
already released does not self-recover; the staging task that showed
this bug needs one manual wake, or a new pause and release.

> 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 Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file edits, 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 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 5.5 <noreply@anthropic.com>
2026-11-06 03:03:15 -06:00
Devin FoleyandClaude Opus 5.5 2c7ee84221 fix(server): stop reporting work cancelled by a disconnected client (#19037)
A route that aborts its storage read when the response closes rejects with
AbortError after the client has gone. The error handler reported that
cancellation as a server crash. Skip the error sinks for an AbortError when
the response was closed before it finished; report it otherwise.

Fixes PAPERCLIP-BACKEND-5A

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 00:39:27 -08:00
DottaandPaperclip c1d567ff6a fix(workspaces): isolate archived nested Git reconstruction (#19409)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Durable workspace import must preserve archived task files and Git
history.
> - A saved nested checkout can be a linked worktree whose branch
belongs to its old absolute path.
> - Archived import reconstructs that checkout in a new scratch
directory.
> - Ordinary linked recovery rejects the old branch at that new path. It
can also write into a cache used by other import workers.
> - This pull request reconstructs archived nested checkouts as private
standalone repositories.
> - Each import preserves saved files and extra history without changing
shared worktree registrations or branches.

## Linked Issues or Issue Description

**What happened?**
Archived workspace import fails when a saved nested linked checkout has
a branch owned by the old path. The new scratch path fails the
linked-worktree ownership check. The existing cache lock is
process-local, so separate import processes also share mutable Git state
without a common lock.

**Expected behavior**
Archived import must create an independent portable copy of the saved
checkout. It must retain the saved commit, branch name, staged edits,
working files, ignored recovery files, settings, and extra saved
commits. It must keep the source cache unchanged and enforce source
authorization.

**Steps to reproduce**
1. Create a managed nested linked checkout with an unpushed commit and
staged and unstaged edits.
2. Save an encrypted restore point, including ignored files and an extra
history tip.
3. Restore its saved contents under a different absolute workspace path.
4. Before this repair, the new path cannot adopt the branch owned by the
old path.

**Paperclip version or commit**
The real Git regression fails before the repair at `fc1f5f3052`. The
final branch includes the merged interrupted-upload and nested-source
authorization fix from #19396.

**Deployment mode**
Archived remote workspace migration with real Git repositories,
disposable PostgreSQL, and encrypted object storage. Local integration
tests use the filesystem storage provider.

Builds on merged #19402 and #19396. Related #19374 concerns interrupted
clone staging; it does not implement private archived reconstruction. No
duplicate open repair was found.

## What Changed

- Enable private repository reconstruction only for archived migration.
Ordinary linked recovery keeps its path ownership guard.
- Add an object-only source to the managed checkout owner. A verified
cache supplies only the saved commit and authenticated bundle
prerequisites through scoped fetches. The private copy includes no
unrelated task refs or objects, hard links, object alternates, or
current cache files.
- Fetch missing authenticated bundle prerequisites before importing a
saved bundle in both private reconstruction and ordinary linked
recovery. A pruned cache can use the approved remote; unavailable
history still blocks restore.
- Keep every authenticated restore point's extra commit under a private
ref in root and nested private copies so portable archive capture and
garbage collection retain it. Ordinary recovery keeps its existing
history and expiration rules.
- Share the verified, bounded ignore-file copy between root and nested
reconstruction. Sources remain unchanged.
- Retain source authorization before and after reconstruction and the
final source-row locks from #19396.
- Test concurrent private copies, source rejection, foreign task refs
and objects, ordinary linked prerequisite recovery, a real migration,
and cold restore after removing all original repositories. Test hard
links, oversized excludes, unsafe info paths, and replacement during a
descriptor read.

## Verification

- Final affected run: 292 tests pass across ten suites. These cover real
Git repositories, encrypted restore points, disposable PostgreSQL
migration, portable archives, the restore-point ledger, source
rejection, and concurrent copies.
- Full repository typecheck and build pass after the scoped-object
repair. Final server typecheck and full build also pass after
restricting preserved refs to archive mode.
- RED then GREEN: a linked checkout at a different path; a pruned bundle
prerequisite still available from the approved remote; foreign task refs
and objects entering the archive; root extra history disappearing after
cold restore; and archive-only refs blocking ordinary standalone
expiration.
- Two concurrent private copies retain the saved head, branch, staged
and unstaged edits, ignored recovery bytes, settings, and modes. Source
refs, index, worktree registrations, and working files remain unchanged.
- Delete the original checkout, cache, remote, and private copies after
portable capture. Cold restore retains the saved files and extra history
after garbage collection. No alternates or unrelated task objects
remain.
- Ordinary linked recovery retains its path ownership check and recovers
pruned prerequisites. New and existing ordinary standalone destinations
have no archive-only refs and remain eligible for expiration after
normal object cleanup.
- Unsafe exclude tests reject hard links, oversized files, nonregular
paths, info-directory substitution, and replacement during the
descriptor read. They preserve the target and replacement source bytes.
- Preserve the failed attempts: an initial migration fixture changed its
home after constructing the source path. Later expiration fixture
attempts used a filtered current-head tip, omitted the local-source
callback, or used cleanup that generated Git server-info files or left
packed unreachable objects. Correct those setup assumptions before the
actual regressions fail. Final affected suites pass.
- Two earlier local full-suite attempts were interrupted before editing
valid review findings. Neither is reported as a full-suite PASS.
Final-head full CI passes; review is 5/5 with no open findings.

## Risks

Archived imports use additional private disk space for independent Git
objects. Missing, changed, or unsafe sources still block import. The
repair does not weaken the default linked-worktree ownership check,
change stored formats, or update live provider state. The shared
checkout addition is optional and has no effect for existing callers
that do not supply an object source.

## Model Used

OpenAI GPT-6 in Codex, with code editing, tool use, and test execution.
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
- [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>
2026-11-06 00:56:06 -06:00
Dotta 92452524f4 fix(server): recover authenticated empty retention checkpoints (#19417)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Ephemeral server enrollment must preserve existing task files.
> - Archived task directories can depend on encrypted retention
checkpoints.
> - A missing object blocks migration even when its authenticated
contents were exactly empty.
> - Metadata counters alone cannot prove that no saved files existed.
> - This change verifies the exact candidate against the original
encrypted key envelope before normal migration publication.
> - The benefit is lossless migration of this bounded case without
resetting task history or weakening ordinary restore.

## Linked Issues or Issue Description

**What happened?**
Migration stops at an archived empty directory when its retained
encrypted object is missing. The original encrypted key envelope still
authenticates the payload hash, byte length, company, workspace,
checkpoint ID, and generation.

**Expected behavior**
Administrative migration can reconstruct those exact original bytes when
storage confirms absence and every authenticated check passes. It must
keep missing nonempty, expired, corrupt, or ambiguous sources blocked.

**Steps to reproduce**
1. Capture and encrypt an empty task directory.
2. Retain its reference and encrypted key envelope.
3. Remove the old directory and storage object.
4. Run the normal remote workspace migration.

**Paperclip version or commit**
The regression fails before this change at `205ffcb606`. Related
preservation work is in #19396, #19402, and #19409. No duplicate open
fix was found.

**Deployment mode**
Administrative migration to external workspace storage. Tests use real
encryption, real filesystem storage, and disposable PostgreSQL.

## What Changed

- Let the encryption owner verify a candidate against the existing
scoped encrypted key envelope. Normal ciphertext validation keeps its
previous order and checks.
- Share the task-directory encoder with an exact empty payload
constructor.
- Add a default-off loader option for confirmed missing empty
checkpoints. Only the administrative migration caller enables it.
- Keep the original checkpoint reference and object unchanged. Publish
the recovered bytes through the existing snapshot and source-fence
owners.
- Reject forged counters, wrong identities, missing nonempty data,
present corruption, unreadable present objects, unknown absence, and
expiry.

## Verification

- Final affected run: all 238 tests pass across five crypto, snapshot,
retention, and migration suites. Full repository typecheck and build
pass; server typecheck and full build also pass after the cancellation
repair.
- RED then GREEN: exact missing-empty recovery and cancellation of a
stalled HEAD through the real storage-service boundary. Cancellation
retains the caller's original abort reason.
- Disposable PostgreSQL migration publishes a cold-restorable empty
archive. Archived status, task status, task binding, original reference,
and the absent original source stay unchanged. Replay keeps one
canonical snapshot.
- Negative cases reject forged empty counters, an authenticated
directory or file, every foreign identity field, expiry, present
corruption, unreadable present objects, unknown absence, and missing
nonempty data. Ordinary restore keeps its previous failure behavior.
- Initial verification retained one new fixture-path failure after 145
passes, and a typecheck rejected the fixture's widened schema literal.
Correct the fixture to use the returned staging path and its explicit
reference type. The final complete affected run passes.
- The new HEAD request runs only after a failed read with the
administrative option enabled. It uses the existing cancellation
contract and adds no polling or background work.
- Final-head full CI passes; review is 5/5 with no open findings. This
PR does not claim deployed enrollment or a live migration result.

## Risks

Recovery requires the original valid encrypted key envelope and an exact
format match. A format change or unavailable key continues to block
migration. Existing ciphertext hash, size, authentication, and ordinary
restore behavior remain enforced. This change has no schema,
provider-session, API, or UI contract changes.

## Model Used

OpenAI GPT-6 in Codex, with code editing, tool use, and test execution.
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
#` 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
- [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
2026-11-06 00:50:28 -06:00
DottaandClaude Opus 5.5 a4bb059f59 fix(heartbeat): retry transient sandbox provider lease refusals and explain the block (#19412)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task runs in an execution environment. A managed sandbox
environment gets a lease from a sandbox provider (for example Daytona)
before the agent starts.
> - When the provider answered sandbox create with a temporary error
(HTTP 502), the run failed as the generic `setup_failed`.
> - `setup_failed` is the fail-closed code for unknown setup errors. It
gets no automatic retry, so the task went to `blocked` at once. The task
showed only "Couldn't finish this attempt".
> - A user had to find and press Retry. The Retry then worked, which
shows that the failure was temporary.
> - This pull request classifies temporary provider refusals during
lease acquisition from structured fields. It retries them within the
existing bounded bootstrap budget, and it explains the block when the
retries are used up.
> - The benefit is that a short provider outage no longer stops a task.
When the outage continues, the task shows the cause and a Retry that
works.

## Linked Issues or Issue Description

**What happened?**
A task was assigned to an agent that uses a managed Daytona sandbox
environment. Sandbox creation returned `HTTP 502`, and the cleanup of
the provisional sandbox could not be confirmed. The run failed with
`setup_failed` and the error `Failed to acquire lease for environment
"Paperclip Sandbox" (sandbox): Daytona sandbox creation failed (HTTP
502); cleanup could not be confirmed for paperclip-create-…`. Three
seconds later the task was `blocked`. No automatic retry was scheduled.
The task showed no specific reason. A manual Retry started a new run
that completed normally.

**Expected behavior**
A temporary provider error (HTTP 5xx, 429, timeout) before the agent
starts must retry automatically with bounded backoff. The task must show
why it waits. If the retries are used up, the task must show the cause,
a next action, and a Retry that works on the first click.

**Steps to reproduce**
1. Configure an agent with a sandbox environment.
2. Make the provider return HTTP 502 on sandbox create.
3. Assign a task to the agent.
4. See that the run fails with `setup_failed` and the task goes to
`blocked` with no retry.

**Paperclip version or commit**
`master` at `612da1e8e0`.

## What Changed

- Plugin SDK: an `environmentAcquireLease` error now carries a closed
diagnostic envelope (HTTP status or a closed errno code) across the
worker RPC. It takes the status of the create call only, not of the
compensating cleanup lookup. The existing creation-cleanup ownership
envelope is unchanged. New module: `environment-acquire-error.ts`. The
resume diagnostic helpers are shared.
- Server: new `EnvironmentProviderUnavailableError` and code
`environment_provider_unavailable`. The environment run orchestrator
sets it as the cause of `lease_acquire_failed` only when structured
evidence shows a transient status (408, 425, 429, 500, 502, 503, 504, or
a closed connection errno). It never parses message text. Saved-sandbox
resume and stopped-worker refusals keep their own codes.
- Setup failure (`failRunSetup`): a fresh, pre-dispatch run records
`environment_provider_unavailable` with a `providerFailure` (phase
`startup`, retryability `transient`). The run uses the bounded bootstrap
retry (30 s, then 60 s). An accepted interaction continuation keeps its
own continuation retry, as for `plugin_worker_unavailable`.
- Recovery: the new code is registered with the other bootstrap codes.
It is not sent to the generic continuation retry. It does not create an
execution-reconciliation hold, because no provider work started. On
exhaustion the stranded notice has the title "Sandbox provider was
temporarily unavailable" and a specific next action.
- UI: `ProviderFailureNotice` labels the `sandbox` provider as "Sandbox
provider". The task notice shows the provider failure, "Paperclip will
retry automatically" while a retry is scheduled, and Retry after
exhaustion.
- Docs: `doc/execution-semantics.md` describes the policy and the
sandbox ownership rule.

## Verification

Red before the fix, green after the fix:

- `server/src/__tests__/heartbeat-process-recovery.test.ts` › "transient
sandbox provider refusal during lease acquisition":
- "retries automatically and runs exactly one successful successor
without user action": the real heartbeat. The lease runtime returns a
Daytona 502 once, then delegates. Before the fix: one `failed` run and
no successor. After the fix: one `scheduled_retry` successor with no
hold and a `retry_scheduled` presentation. After promotion, exactly one
successor succeeds.
- "explains the block with a working Retry once automatic retries are
used up": three refusals. The task is `blocked` with a "Sandbox provider
was temporarily unavailable" notice. The presentation is `{ state:
"failed", canRetry: true, providerFailure: { httpStatus: 502 } }`, and
no execution-reconciliation hold exists. One `requestTaskRetry` is
accepted, and its run succeeds.
- `server/src/services/heartbeat/run-completion.test.ts` › "routes a …
sandbox provider lease refusal through bounded bootstrap recovery": the
real orchestrator wrapping. Only the fresh, structured 502 is retried. A
message-only 502, a 400, a run after provider dispatch, and a retained
native run stay `setup_failed`.
- `packages/plugins/sdk/tests/environment-acquire-error.test.ts`: the
real worker RPC. The test checks the create status (not the 404 cleanup
lookup), the errno, no provider text, the unchanged cleanup envelope,
and that forged envelopes are rejected.

Commands:

```sh
pnpm --filter @paperclipai/plugin-sdk exec vitest run tests/environment-acquire-error.test.ts tests/environment-creation-cleanup.test.ts tests/environment-resume-error.test.ts
cd server && npx vitest run src/__tests__/heartbeat-process-recovery.test.ts src/services/recovery/ src/services/heartbeat/run-completion.test.ts src/services/heartbeat/retries.test.ts src/services/legacy-execution-recovery.test.ts src/services/task-interruption-presentation.test.ts src/services/task-retry.test.ts src/__tests__/environment-runtime.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts
cd packages/plugins/sandbox-providers/daytona && npx vitest run
pnpm --filter @paperclipai/plugin-sdk typecheck && pnpm --filter @paperclipai/server typecheck
```

I did not run a live Daytona 502 on staging. Re-check on staging after
deploy (see Risks).

## Risks

- Sandbox leaks or double creation: each retry is a new run with a new
durable creation record and a new provider name
(`paperclip-create-<operationId>`). The failed attempt stays owned by
its own record, and the existing creation reconciler settles it. A retry
never reuses or abandons it. While a provisional sandbox waits for
reconciliation, up to two more sandboxes can be created for the same
task. This is the same as a manual Retry today.
- Plugins built with an older SDK do not send the envelope. Their
refusals stay `setup_failed`, which is the current behavior.
- An in-process error with `status`/`statusCode` 500–504 or a connection
errno during lease acquisition is now retried twice. The budget is
bounded and shared with the other bootstrap codes.
- An RPC timeout on the host side is not classified by this change.

> 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 Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code as an agent with tool use (shell, file edits, test runs).
Extended reasoning was on.

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 00:08:44 -06:00
DottaandClaude Opus 5.5 612da1e8e0 test(server): drain throttled follow-up in busy recovered-source execution-control test (#19403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server runs durable execution-control workers, which include the
workspace-recovery sweep
> - `execution-control-work.test.ts` has a test for a Retry that commits
during a busy recovered-source pass
> - This test fails intermittently in PR runs that do not touch it, so
it blocks unrelated PRs
> - The test assumed that one `settle()` pass always ends idle, but the
worker can correctly owe a throttled follow-up pass
> - This pull request makes the test drive fake time through that
throttle window while it waits for the sweep to finish
> - The benefit is a deterministic test that still proves every source
is visited and the worker becomes quiet

## Linked Issues or Issue Description

**What happened?**
`execution-control durable work > visits a newly committed earlier Retry
during a busy recovered-source pass, then becomes quiet` failed in 2 of
the last 250 failed `PR` workflow runs (jobs 127272079294 and
127206639630). Both failures were identical: `AssertionError: expected 1
to be +0` at `vi.waitFor` in `settle()`
(`execution-control-work.test.ts:146`). The test took about 6s, which is
the 5s `waitFor` limit plus overhead.

**Expected behavior**
The test passes on every run. Its result does not depend on runner
speed.

**Steps to reproduce**
1. Add a 300ms real-time delay in `registerExecutionControlWork` after
`await duty.run()` and before `await duty.next()`. This simulates slow
database I/O on a loaded runner.
2. Run `pnpm exec vitest run
src/__tests__/execution-control-work.test.ts -t "busy recovered-source
pass"` in `server/`.
3. The test fails 3 of 3 times with the same CI error.

**Root cause**
- `registerExecutionControlWork` lets a duty make one full pass per
`EXECUTION_RECONCILIATION_INTERVAL_MS` (15s), measured from the start of
the previous full pass.
- The released recovery jobs call `worker.wake()` when they finish. If a
wake arrives while the full pass is still reading its next deadline,
`hasPending()` stays true. The coordinator then keeps its idle-tracked
intent until the next permitted pass, up to 15s of fake time later.
- `settle()` advances fake time by 15s and then waits 5s in real time
for `idleWorkSnapshot().active === 0`. The full pass starts inside that
15s advance, so the follow-up is due after the window ends. The wait
then expires.
- On a fast machine the jobs usually finish after the deadline read, so
the test passes. On a slow runner the order changes, so the test fails.
- This is correct product behavior: the worker owes the follow-up pass.
The defect is in the test's timing assumption.

## What Changed

- In the busy recovered-source test, replace the bounded `settle()` loop
with a `vi.waitFor` that advances fake time by
`EXECUTION_RECONCILIATION_INTERVAL_MS` on each attempt. It waits until
every source was visited and no idle-tracked work is active.
- The test still calls `quiet(c)` after this, so it still asserts no
further scheduling and no database calls during the next 90s.
- The shared `settle()` helper is not changed, because `reschedules an
earlier deadline…` asserts an exact `nextWakeAt()` after `settle()`.

## Verification

- Red: with the 300ms delay injected (not committed), the test failed
3/3 times with the CI assertion.
- Green: with the same injection at 300ms (3 runs) and at 1000ms (1
run), all four recovered-source Retry tests pass.
- Without injection, the full `execution-control-work.test.ts` passed
5/5 times with 12 CPU-burner processes running.
- `pnpm exec vitest run src/__tests__/execution-control-work.test.ts` in
`server/`.

## Risks

- Low risk. This is a test-only change. The test still requires every
source to be visited, the worker to become idle, and then 90s of quiet.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, GitHub CLI). Default context
window. No extended thinking mode.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:58:33 -06:00
DottaandClaude Opus 5.5 223687bbb9 test(server): size heavy chat-channel tests to their workload to stop timeout cascades (#19404)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat channels connect GitHub, Slack, and other providers to tasks,
and `chat-channels.integration.test.ts` covers them against a real
embedded Postgres
> - Two parameterized tests do much more database work than the other
tests in the file, but they use the global 15s `testTimeout`
> - On a slow CI runner they time out. Vitest then keeps the timed-out
test body running, and that body breaks later, unrelated tests in the
same file
> - This failure blocks PRs that do not touch chat code
> - This pull request gives the two heavy tests a time budget that fits
their workload
> - The benefit is that a slow runner no longer turns one heavy test
into a cascade of 2–7 failures

## Linked Issues or Issue Description

**What happened?**
In run 42098299218 (job 127495756270, shard `General tests (chat
(3/3))`), 7 chat tests failed in two Vitest processes on a PR that
changed only unrelated test files:
- Process 1: `reactivates denied retry notices when authority is
restored during bounded pass` timed out at 15000ms. Then `… during
requester merge` failed with `A function to advance timers was called
but the timers APIs are not mocked`.
- Process 2: `preserves one current GitHub Retry across backlog_51` and
`… consumed_backlog_52` timed out at 15000ms. About 110 tests later,
three pre-run FIFO tests failed: `advances pre-run FIFO selection past a
suppressed page with microsecond timestamps (manual)` (`expected +0 to
be 1`), `retires an already-visible pre-run FIFO notice once without
publishing scheduler failures` (`expected [] to have a length of 1`),
and `retries a contended pre-run FIFO receipt before I/O and observes
cancellation after the lock releases` (`expected undefined to match
object { state: 'retry' }`).

**Expected behavior**
These tests pass on a slower runner. A timeout in one test does not
change the result of a different test.

**Steps to reproduce**
1. On `master`, in `server/`, run:
`pnpm exec vitest run src/__tests__/chat-channels.integration.test.ts -t
"GitHub Retry across (backlog_51|consumed_backlog_52)|advances pre-run
FIFO selection past a suppressed page|retires an already-visible pre-run
FIFO notice once|retries a contended pre-run FIFO receipt before I/O"
--testTimeout=1200`
2. The lower timeout simulates a slow runner. The two backlog tests time
out, and then the same three FIFO tests fail with the same assertions as
in CI. The `scoped` FIFO case passes, as it did in CI.
3. Run the same command without `--testTimeout`. All 6 tests pass.

**Root cause**
- The workload is large. `backlog_51` and `consumed_backlog_52` deliver
51–52 real inbound GitHub messages through the full delivery path.
`bounded pass` inserts and authorizes 100 rejected retry notices.
- CI timing data supports this. On passing runs these tests take
5.4–7.7s (backlog) and 3.6–5.3s (bounded pass), and lighter tests in the
same file take 0.5–1s. On the failing runner, the lighter tests were
2–3x slower (for example, `idle` took 1856ms instead of 500–680ms). This
put the heavy tests over 15s.
- When Vitest times out a test, it does not stop the test body. The body
keeps running while the next tests start:
- The unfinished backlog tests left 51+ `deferred_issue_execution`
inbound wakeups. The pre-run FIFO tests use unscoped, bounded passes
(`enqueueInboundWakeupPublications`, `processPendingPublications`). The
leftover rows filled those pages, so the new test's row was not reached.
- The unfinished `bounded pass` body later ran its `finally` block,
which calls `vi.useRealTimers()`. This disabled the fake timers that
`requester merge` had just installed.

## What Changed

- `preserves one current GitHub Retry across %s`: set an explicit 60s
timeout.
- `reactivates denied retry notices when authority is restored during
%s`: set an explicit 60s timeout. Increase the `bounded pass` wait for
its held 100-row reconciliation from 10s to 30s, so that the inner wait
does not become the new limit.
- The same file already uses explicit 20s, 25s, 30s, 40s, 60s, and 90s
budgets for other heavy tests. No product code changed.

## Verification

- Red: the reproduction command above fails on `master` with the CI
cascade. A tighter `--testTimeout=1600` on `reactivates denied retry
notices` also shows that later modes fail after `bounded pass` times
out.
- Green: the same reproduction command with this change (still
`--testTimeout=1200` for all other tests) passes 10/10 selected tests,
including the three FIFO tests.
- `pnpm exec vitest run src/__tests__/chat-channels.integration.test.ts
-t "GitHub Retry across|reactivates denied retry notices|pre-run FIFO"`:
46 passed.

## Risks

- Low risk. This is a test-only change. A real hang in these two tests
now fails after 60s instead of 15s. This is well inside the job limit.
- The cascade can still occur if one of these tests needs more than 60s.
That would mean a runner about 10x slower than a normal one.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, GitHub CLI). Default context
window. No extended thinking mode.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:40:13 -06:00
DottaandClaude Opus 5.5 ec94e43c4a test(server): budget the 130 MB isolated re-home test for its data volume (#19400)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Isolated repository re-home moves a task workspace onto the shared
project clone, so the private clone can be deleted
> - One re-home test moves two 65 MiB files on purpose, to prove that
large changes still move
> - On CI this test times out at the 15000 ms default in pull requests
that do not touch re-home
> - The test does a fixed, large amount of CPU work, and a loaded runner
cannot finish it in 15 seconds
> - This pull request gives that one test a 60000 ms budget that matches
its data volume
> - The benefit is a stable server shard, with no change to what the
test proves

## Linked Issues or Issue Description

**What happened?**

A survey of failed `PR` workflow runs found intermittent failures of one
test in pull requests that do not touch re-home:

```
FAIL src/__tests__/isolated-repository-rehome.test.ts > isolated repository source re-home > re-homes a workspace whose changes exceed the default restore point limits
Error: Test timed out in 15000ms.
```

Examples: jobs 127465954304, 127499682176, and 127538360101 (shard
`general-server-without-chat` 7/12). The survey counted 4 such failures.
The other 27 tests in the file passed in each of these runs.

**Expected behavior**

The test passes on every run, and it still proves that a 65 MiB
untracked file and a 65 MiB saved ignored file move with an exact
snapshot match.

**Steps to reproduce**

Run the unchanged test on master while the CPU is oversubscribed:

```sh
cd server
node load.mjs 72 pnpm exec vitest run src/__tests__/isolated-repository-rehome.test.ts -t 'exceed the default' --reporter=verbose
```

`load.mjs` starts 72 busy-loop Node processes (4 per core on an 18-core
machine) and runs the command. The test fails with `Test timed out in
15000ms`.

**Root cause**

The file sizes are part of the test contract. #17410 added the test to
prove two fixes that only show above 64 MiB: `applyRestorePoint` streams
`git diff --binary` into `git apply`, and the ignored-file read sizes
its buffer from the tree. So the files cannot get smaller.

Each full pass over the workspace writes both files into a Git object
store, so it hashes and deflates 130 MB. One test run makes about eight
passes: the test's `before` snapshot, the re-home `before` snapshot, the
capture, the import into the shared clone, the apply, the two
verification snapshots, and the test's final snapshot. That is about 1
GB of SHA-1 and zlib work, plus the byte comparison.

I timed the phases with the re-home hooks on an idle machine: snapshot
0.6 s each, capture and import 1.9 s, worktree add and apply 0.9 s,
verification 1.0 s. With 2 busy processes per core the same phases took
1.3 s, 3.9 s, 1.3 s, and 2.1 s. The work is CPU-bound and scales with
load. No phase waits on a timer, a lock, or a background task. The 15000
ms default is the cause.

## What Changed

- Give `re-homes a workspace whose changes exceed the default restore
point limits` an explicit 60000 ms test budget.
- No other test changes. No production changes. No retries, no skips.

## Verification

Red, on master, 72 busy-loop processes:

```
× ... re-homes a workspace whose changes exceed the default restore point limits
  → Test timed out in 15000ms.
```

Green, with this change, same load:

```
✓ ... re-homes a workspace whose changes exceed the default restore point limits 30414ms
```

So the test needs about 30 s at 4 processes per core, which is half of
the new budget. A hung re-home still fails inside 60 s.

Full file, idle: 28/28 tests pass.

```sh
cd server
pnpm exec vitest run src/__tests__/isolated-repository-rehome.test.ts
```

## Risks

- Low risk. One test budget changes.
- A real slowdown in the re-home path of up to 4 times would no longer
fail this test. Other tests in the file keep the 15000 ms default.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits) and extended reasoning.

## 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 5.5 <noreply@anthropic.com>
2026-11-05 22:31:00 -06:00
DottaandClaude Opus 5.5 9668e73b4b fix(native): continue a turn automatically when reattachment loses its runner (#19399)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs in managed sandboxes recover through reattachment: after
a server restart, and for a same-run retry when a turn ends without a
semantic result
> - Reattachment fails closed when the original runner or sandbox is
gone (`native_remote_recovery_lease_mismatch`,
`runner_remote_process_identity_unavailable`)
> - Saved-work recovery then saves the files, but the task stays blocked
with "Saved work recovered. Send a message to continue." The recovered
hold offers no Retry
> - A restart, deploy or maintenance window must not need a user message
to continue work
> - This pull request requests the task Retry automatically, once, when
it is safe, and offers Retry on the recovered hold when it is not
> - The benefit is that interrupted work continues after infrastructure
events, and a user who must act gets a Retry that works on first use

## Linked Issues or Issue Description

**What happened?**
A native task in a managed sandbox was interrupted. In one case a server
restart claimed a queued user-comment turn for reattachment. In another
case a turn completed without a semantic result, and the same-run retry
claimed the run for reattachment with no restart. In both cases the
original runner or sandbox lease was gone. The run failed with
`native_remote_recovery_lease_mismatch` or
`runner_remote_process_identity_unavailable`. Recovery saved the work.
The task stayed `blocked` with "Saved work recovered. Send a message to
continue." The execution blocker had `canRetry: false`. A manual `POST
/api/issues/:id/retry` started a run that succeeded.

**Expected behavior**
After an infrastructure interruption, the task continues automatically
when the interrupted turn's outcome is known. Otherwise the task offers
a Retry that works on first use.

**Steps to reproduce**
1. Start a native task in a managed sandbox from a user comment.
2. Lose the sandbox lease or the remote runner process (for example,
restart the server during a maintenance window).
3. Let reattachment fail and saved-work recovery complete.
4. See that the task waits for a new message and offers no Retry on the
execution blocker.

**Root cause**
Reattachment (`reattach_remote_runner`) correctly refuses to replace a
missing runner or allocation. Nothing then continued the user's request.
The automatic continuation rule only allows a new user turn after
reconciliation. `getExecutionBlocker` hid Retry whenever a workspace
restore hold existed, also after the files were verifiably recovered.
The same-run retry path also re-enters the restart-recovery owner, so
its event said "after server restart" with no restart.

## What Changed

- New `server/src/services/heartbeat/restart-interrupted-turn.ts`: after
a reattachment claim executes, if the run failed because its runner or
allocation was lost, request the same task Retry that `POST
/issues/:id/retry` creates. It runs once per run (idempotency key
`restart-interrupted-turn:<runId>`), under the authority of the user who
sent the message, assigned the task, or clicked Retry. It requires that
the run recorded no provider turn or that its last provider turn is
settled. System wakes, in-flight turns, and a Retry that this hook
already requested do not continue automatically.
- `heartbeat/recovery.ts`: call the hook after each reattachment claim.
Label same-run retry reattachment as "Reattaching to the existing remote
runner to resume this run", and add `trigger: "same_run_retry"` to the
event payload.
- `execution-blocker.ts`: a failed run whose saved work is verifiably
recovered now offers Retry (`canRetry: true`) with "Saved work
recovered. Retry or send a message to continue." An intentional Stop
keeps "send a message" only.
- `task-retry.ts`: optional `initiatedBy: "restart_recovery"` records
the activity as actor `system`/`restart-recovery` with
`onBehalfOfUserId`.
- `doc/execution-semantics.md`: document the rule.

## Verification

- New regressions in `server/src/services/workspace-recovery.test.ts`
use the real recovery, Retry and dispatch services on embedded Postgres:
- `continues a user turn once ... after $title and recovery saved the
work` (3 cases: restart lease loss before the turn, same-run retry with
the runner gone after a settled turn, same-run retry with the lease gone
after a settled turn). Each asserts one queued successor bound to the
Retry and the user's authority after recovery, idempotent hook calls,
system activity attribution, and no second automatic attempt for the
automatic Retry's own failure.
- `does not continue automatically when $title, and offers a Retry that
works on first use` (in-flight turn, system wake, unrelated error). Each
asserts no successor, `canRetry: true` on the blocker and the
interruption presentation, and one successor after one Retry click.
- Red before the fix: all 6 tests fail (no successor, blocker `canRetry:
false`). Green after the fix.
- `npx vitest run src/services/workspace-recovery.test.ts
src/services/task-retry.test.ts
src/services/task-interruption-presentation.test.ts
src/services/execution-blocker-read.test.ts
src/services/heartbeat/recovery.test.ts
src/services/explicit-native-continuation.test.ts
src/services/quarantined-task-retry.test.ts
src/__tests__/workspace-restore-repair-route.test.ts
src/services/native-runtime/native-failed-workspace-recovery.test.ts`:
1098 passed.
- Not verified on staging. After the next deploy, check a task
interrupted by a restart: it should continue without a message, or show
Retry.

## Risks

- The automatic Retry uses the original user's authority. Admission
rechecks that user's current permission, stop proof, saved-work
recovery, approvals, pauses, budget and ownership. A refused request
leaves the visible Retry.
- A settled turn that ended without a result is continued with a fresh
Retry turn from saved work. A turn whose outcome is unknown (in flight)
is not.
- The hook runs after the claim's execution returns. If the server stops
between the failure and the request, the task shows Retry instead.
- Not in scope: same-run disposition recovery still cannot start a new
runner in the existing sandbox after the original remote runner exits.
This change continues the task with one fresh Retry turn instead. If
that Retry turn also ends without a result and loses its runner, the
task shows Retry.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local test runs).

## 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

Related: #19355

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:29:46 -06:00
DottaandClaude Opus 5.5 5c185db77c fix(tree-control): resume work a subtree pause interrupted (#19394)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task tree control lets the board pause a task tree and then resume
it.
> - A pause stops the runs that are active in the tree. The release must
then continue the work that was pending.
> - A child task whose run was active at pause time did not start again
after release. The child became blocked and asked for a user message.
> - A pause is an operator hold, not a failure. It must not strand work,
and it must not require reconciliation for a run that never started.
> - This pull request re-dispatches interrupted work one time on
release, and it settles a legacy Stop that never entered the adapter.
> - The benefit is that pause and resume keep a task tree moving without
manual recovery, and real safety gates stay in force.

## Linked Issues or Issue Description

**What happened?**

A parent task delegated two children. One child's run was active (in
host workspace preparation, before the adapter started) when the board
paused the parent's tree. The pause cancelled that run. After the board
released the hold, no new run started for that child. The child became
`blocked` with the execution blocker cause
`legacy_execution_requires_reconciliation`. Later the next action became
"Send a message to continue." A sibling child that had no active run at
pause time resumed normally.

**Expected behavior**

A run that a subtree pause cancels is an operator hold. On release, the
pending work starts again one time, automatically. It does not go
through execution reconciliation when the run never entered its adapter.
It does not wait for a user message.

**Steps to reproduce**

1. Create a parent task and a child task that is assigned to an agent.
2. Wake the child. While its run is in host preparation (or queued),
call `POST /api/issues/:parentId/tree-holds` with `{ "mode": "pause" }`.
3. Call `POST /api/issues/:parentId/tree-holds/:holdId/release` without
`wakeAgents`.
4. Before this change, no new run starts, and `getExecutionBlocker`
reports `legacy_execution_requires_reconciliation` for the child.

**Root cause**

- (a) The pause records each interrupted run in the hold member snapshot
(`activeRunId`). Nothing used that record on release.
- (b) Release woke tasks only when `metadata.wakeAgents === true`.
Without it, release relied on stranded-issue recovery. That recovery
stands down when the latest run was cancelled by an operator
(`isOperatorCancelledRun`). So the interrupted child had no owner.
- (c) The pause Stop of a legacy run in preparation is written directly
as `cancelled`. Legacy terminalization classifies a cancelled run with
no bootstrap evidence as an unknown outcome. It records
`legacy_execution_requires_reconciliation`, although the gated dispatch
never entered the adapter.
- Native runs: the verified native Stop does not create the
reconciliation hold, but gap (b) applies to native runs too. The release
change is runtime-independent.

## What Changed

- `issueTreeControlService.findOwedPauseResume` decides if a task is
owed one resume. The task's latest run must be an operator Stop that a
pause hold member snapshot names, recorded while that hold was active.
The task must still be executable by the same agent, and no pause may
still cover it. The obligation belongs to the run, so overlapping pauses
keep it until the last covering release.
- New `services/issue-tree-resume.ts` re-dispatches owed work with wake
reason `issue_tree_resumed` (`holdId` and `interruptedRunId` in the
context). A compare-and-set claim (`treeHoldResume`) on the interrupted
run makes the resume happen at most once. A failed wake returns the
claim.
- Pause release and `mode: "resume"` call it for every member of the
released hold, also without `wakeAgents`. When `wakeAgents` is true, the
existing loop wakes every executable member.
- A task that still has an execution blocker is not replayed. The
release writes `issue.tree_resume_wake_skipped`, the blocker stays
visible, and the obligation stays unclaimed.
- `releaseHold` updates only an `active` hold. A repeated release gets
`409`.
- `settleCancelledLegacyPreparation`: when the executor that owned a
cancelled legacy run proves that dispatch never entered the adapter, it
records bootstrap evidence and resolves that run's
`legacy-execution:<runId>` hold as `false_positive`. It also corrects an
automatic no-replay disposition and restores a `blocked` status only
when that disposition made the change. Then it re-dispatches owed work,
for a release that happened while the Stop was unwinding. It requires a
requested Stop with no existing recovery receipt, and no process,
session, native finalization, unreleased lease, or execution-start
event.
- `settleUnrecoverableExecutions` waits while a legacy executor still
holds its controller lease, and records a `legacyCancellationBlock`
receipt when it blocks a task for a cancelled legacy run.
- Docs: `doc/execution-semantics.md` and `doc/composer-stop.md` describe
the resume rule.

## Verification

- New regression
`server/src/__tests__/issue-tree-pause-resume-run.test.ts` uses embedded
Postgres, the real heartbeat, and the real tree-control routes:
- A run paused during preparation: nothing runs during the hold, there
is no blocker, and release creates exactly one `issue_tree_resumed` run
that succeeds. A second release returns `409` and creates no run.
- Release before the stopped preparation finishes unwinding (with the
periodic disposition run in between): exactly one resumed run after the
executor settles.
- An automatic no-replay disposition that ran first: the blocker clears,
the status returns to `in_progress`, and release resumes once.
- Overlapping child and parent pauses: no resume while the parent pause
remains, then exactly one resume after it is released.
- A queued run cancelled by the pause: release creates exactly one
resumed run.
  - A task reassigned to a user during the hold: no resume.
- A mid-turn legacy Stop with unknown outcome: no replay, the
reconciliation blocker remains, and `issue.tree_resume_wake_skipped` is
logged.
- Red before each fix: the first 4 cases failed on master; the 3 review
cases failed on the first PR commit. All 7 pass now.
- Also passed locally: `issue-tree-control-routes`,
`issue-tree-control-service`, `heartbeat-workspace-busy`,
`heartbeat-undispatched-execution-wait`, `execution-control-work`,
`legacy-workspace-restore-recovery`, `legacy-continuation-authority`,
`task-retry`, `legacy-execution-recovery`, `agent-conversations`,
`heartbeat-retry-scheduling`, `satisfied-connection-intents`.
- Not verified here: a live staging pause/resume. Re-check on staging
after deploy.

## Risks

- Behavior change: release now starts the work that the pause
interrupted, also without `wakeAgents`. Before, that work stayed idle.
Other idle tasks still wake only with `wakeAgents`.
- The settlement trusts the executor's adapter-entry flag. The flag is
set only inside the atomic dispatch gate, which refuses a cancelled run.
The settlement also requires no process, session, lease, or execution
event.
- A native run whose Stop has not finalized at release time is not a
target. Stranded recovery and explicit wake still apply.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edit, 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 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:08:01 -06:00
DottaandClaude Opus 5.5 6ca7b151f7 feat: compact an agent's context from the task Properties panel (#19378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task's Properties panel shows the assignee agent's context window
(paperclipai/paperclip#19273)
> - The board can see that the context is nearly full, but it cannot act
on it
> - A full context makes the agent compact at an unplanned time, often
in the middle of work
> - This pull request adds "Compact now" to the Context hover card
> - The benefit is that the board can compact the agent's context
between runs, at a time it chooses

## Linked Issues or Issue Description

Refs paperclipai/paperclip#19273

**Problem**
The Context row shows how full the agent's context window is. The board
cannot ask the agent to compact it.

**Proposed solution**
A "Compact now" button in the Context hover card. It runs the harness's
own compaction: Codex `thread/compact/start`, and Claude's `/compact`
command through ACP.

**Alternatives considered**
A separate PRP `session.compact` command. Both harnesses run compaction
as a turn, so a compaction turn keeps the existing durable turn binding,
interruption, and recovery. A separate command needs a second turn
lifecycle.

## What Changed

- UI: the Context hover card shows Compact now with three states:
available, Compacting…, and unavailable with a reason (agent mid-run,
harness unsupported, task closed). The Storybook story shows each state.
- Server: `POST /api/issues/:id/context/compact` (board only,
`decideIssueAccess` `issue:mutate`, activity log
`issue.context_compaction_requested`). It queues a short run marked by
`contextSnapshot.contextCompactionRequestId`. `GET
/issues/:id/context-usage` returns the `compaction` state.
- Server: a compaction run does no task work. The native status arbiter
preserves the task status. The lifecycle skips handoff, liveness
continuation, review-path disposition and the issue comment, as it does
for goal-control runs.
- Runner TS: `startTurn({ compact: true })`. The Codex harness session
sends `thread/compact/start`. The runnerd transport maps it to PRP
`turn.start` with `compact: true` (Codex) or `text: "/compact"`
(Claude/ACPX). The native runtime option `sessionCompaction` requires a
resumed session and settles with a synthesized yielded result.
- Runner Rust: `turn.start` accepts `compact: true` for Codex.
`CodexProvider::start_compaction_turn` sends `thread/compact/start` and
binds the turn from the `turn/started` that follows the empty response.
- Fix (from #19273): Codex emitted `context.compacted` on both the start
and the end of one compaction item. It now emits it once, and the count
is distinct by `compactionId`.
- Fix (from #19273): the conversation event view dropped
`context.compacted`, so a finished run never showed the divider. The
view now keeps compactions, plus context readings for runs that
compacted. A finished run's compactions show as thread dividers.
- Fix: the Codex harness stamps before/after sizes on the compaction
event. Codex reports the compacted size before the compaction item ends,
so the old neighbour-based guess showed the wrong size.

## Verification

- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, `node
scripts/storybook-catalog.mjs`: pass.
- New tests: `server/src/__tests__/context-compaction.test.ts`,
`status-arbiter.test.ts`, `issue-context-usage.test.ts` (duplicate
compaction counts once), `ui/.../context-usage-row.test.tsx`,
`native-session-runtime.test.ts` (context compaction), Codex driver and
runnerd transport tests, Rust
`codex_compaction_turn_binds_the_turn_reported_after_its_empty_response`.
Rust `codex_provider` suite: 115 passed.
- `pnpm test:run` locally: one failure in
`chat-channels.integration.test.ts`. It reads
`.claude/skills/slack/SKILL.md` from the main checkout, which is not
present in this worktree. It is not related to this change.
- Live, local worktree instance, Codex agent on the Paperclip runner:
clicked Compact now. The run succeeded. Context went from 35k to 9.4k
tokens, and later 9.4k to 9.2k. The task stayed In Review. The thread
shows "Context compacted · 9.4k → 9.2k tokens" and the meter dropped.
- Live Claude proof: pending. The local Claude agent needs an Anthropic
API key. claude-agent-acp handles `/compact` as an echo-less turn, and
the runner already maps its "Compacting completed." notice to
`context.compacted`.

## Risks

- A compaction run resumes the agent's session. If the session cannot
resume, the run fails with `native_context_compaction_unavailable` and
the task is unchanged.
- Compact now is not available while the agent runs on the task, because
compaction interrupts the active turn.
- The conversation view now returns context readings for runs that
compacted. Runs that never compacted return the same events as before.
- An old runner binary ignores `compact` and rejects the `turn.start`
because it has no text. It does not start an ordinary turn.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with 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
- [ ] 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 Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:07:12 -06:00
DottaandClaude Opus 5.5 958f9aa9f3 feat(issues): limit agent-created task trees to parent and child (#19312)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents split work into tasks. A task can have a parent task.
> - Today agents can nest tasks to any depth: parent, child, grandchild,
and deeper.
> - Deep agent-made trees are hard to follow, and an agent that works on
a child task makes grandchildren by default.
> - This pull request limits agent-created trees to two levels: a
top-level task and its children.
> - A request for a grandchild does not fail. The server puts the new
task beside the requester and tells the agent.
> - Board users keep full control. They can still nest to any depth.
Existing deep trees stay valid.
> - The pull request also records which task created each new task, so
the audit trail stays complete when the parent changes.

## Linked Issues or Issue Description

No public issue exists. This is the feature description. Related: #16853
(budgets that include descendant work) also reasons about task trees;
this change does not alter its traversal.

**Subsystem affected**

Issues (tasks): create, child create and move in the issue service and
routes. Agent tools, chat suggestions and creation provenance use these
paths.

**Problem or motivation**

Agents create subtasks as deep as they want. An agent that runs on a
child task gets that child as the default parent, so its follow-ups
become grandchildren. The trees become deep and hard to read. The parent
link is also the only record of which task created a follow-up, so that
record is lost when the parent changes.

**Proposed solution**

Limit agent-created trees to a parent and its children. When an agent
asks for a grandchild, put the new task under the requester's parent and
return `parentAdjusted`. Do not reject the request. Keep board users
unrestricted. Record the originating task in a new server-set
`origin_issue_id` column. Keep `origin_run_id` as the originating run.

**Alternatives considered**

Reject grandchild requests with an error. We did not do this, because
agents then fail mid-task. Add a database constraint. We did not do
this, because existing deep trees must stay valid and nesting can return
later.

## What Changed

- Add `MAX_AGENT_TASK_HIERARCHY_DEPTH` (2) and the
`IssueParentAdjustment` type in `packages/shared`.
- Add `resolveNewTaskParent` and `planIssueParentChange` in
`server/src/services/issues.ts`. `create`, `createChild` and `update`
use the agent limit by default (`parentDepthPolicy: "flatten"`).
- The issue create, `/children` and PATCH routes pass `allow_nested` for
board users. For agents, the routes check authorization against the
parent that the server actually writes.
- The requester keeps its behavior when the server moves a task beside
it: `blockParentUntilDone` blocks the requester, and the new task
inherits the requester's workspace and privacy.
- The server never moves a task above a low-trust boundary root that
contains the requester.
- These subsystems keep any depth, because they find their work by
parent: watchdog reviews, monitor recovery, email-channel placement, and
routines that a person configured.
- An agent move of a task that has children skips only the parent change
and returns `reason: "has_children"`.
- Add `issues.origin_issue_id` (nullable, `on delete set null`, indexed)
in migration `0434`. Only the server sets it. The `createdFrom` detail
field, the `createdFromIssueId` filter and task-creation provenance read
it first.
- Chat prompts now let a chat agent create one task, a task with
children, or separate tasks. The conversation is never a parent.
- The runner `create_task` tool accepts an optional `parentTaskId`. A
chat agent can create a top-level task and then put subtasks under it.
The run must be able to read and change the parent. A conversation is
never a parent. The depth limit still applies. Project tools map the
field to `parentId` through the issue route. The protocol manifest,
semantic contracts and eval fixture are regenerated.
- Watchdog runs that have an active watchdog keep their requested parent
on all create paths, because their access is limited to the watched
subtree.
- Fix a bug that the test drive found: the chat (MCP) `create_task`
ignored the requested `status`, so a `backlog` task became `todo` and
started to run. It now uses the same rule as the native tool.
- Update `skills/paperclip`, `doc/SPEC-implementation.md`, and add the
plan `doc/plans/2026-11-05-two-level-task-hierarchy.md`.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-task-hierarchy-depth.test.ts
src/__tests__/agent-task-hierarchy-depth-routes.test.ts`: 19 new tests
for service and route behavior, all pass.
- Related suites (64 files: issues service, thread interactions,
privacy, watchdogs, provenance, runner tool authority, decisions,
routines, project tools): 1208 tests pass. Two tests changed because of
the intended behavior and pass now. Two `email-channels.integration`
tests fail locally because the test cannot find a bundled skill file
from this worktree path. This change does not touch that code.
- `packages/db`: migration safety, snapshot drift and journal tests
pass.
- Typecheck passes for `server`, `packages/shared`, `packages/db`, `cli`
and `ui` (local `ui` errors come only from generated Storybook catalog
files that are absent).
- Local test drive on an isolated instance with real Claude agents: 29
of 29 use cases pass, including an agent on a child task (follow-ups
placed beside it, with the notice) and a chat that creates a top-level
task with three subtasks.
- I did not run the full `pnpm test:run` or `pnpm build` locally. CI
runs them.

## Risks

- Behavior change for agents: some follow-ups that were grandchildren
are now siblings. The parent of the requester is woken when all its
children finish, which now includes these tasks.
- The runner `create_task` input contract adds one optional field, so
the protocol manifest and the pack contract change. The tool output does
not change: it shows the actual `parentId`, and the activity log records
`parentAdjusted`.
- Migration `0434` adds a nullable column, a foreign key and an index.
It does not backfill rows.
- `IssueCreationSource.run` is now nullable.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits, local test runs).

## 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
- [ ] 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 5.5 <noreply@anthropic.com>
2026-11-05 21:22:33 -06:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
DottaandClaude Opus 5.5 de1143448b fix(queue): clear interaction receipts a run already delivered (#19376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask people for input through thread cards: questions,
confirmations, plan approvals and connection requests
> - When a person resolves a card, Paperclip queues the response for the
agent. The task chat shows it above the composer as a read-only receipt,
for example "Answered: Questions"
> - A second wake can carry the same receipt. One example is a recovery
continuation that raced the response's own wake. The agent receives the
response from the first run, but the second wake stays deferred
> - The composer then shows a receipt that the agent already has. The
user cannot edit, discard or clear it. The same receipt also blocks the
agent's handback with `interaction_response_queued`
> - This pull request treats a receipt as pending only until a run that
carries the interaction has started
> - The benefit is that an answered card leaves the queue once the agent
has it, for every card kind

## Linked Issues or Issue Description

No public issue exists. A hands-on onboarding test on a staging cloud
workspace (Claude subscription path) found this bug.

**What happened?**
During onboarding, a queued item stayed above the task-chat composer. It
said "Answered: Questions", but the user had already answered the
questions. Later items also stayed after the interview answers and after
the user connected GitHub. The user could not trash, steer or edit them.

Evidence from the staging workspace (interactions, wake diagnostics and
run records for the onboarding task):
- The first questions card (no title, so its label is "Answered:
Questions") was answered at 17:37:48.
- Run `ba3bc7d6` (`issue.interaction.respond`) delivered that answer
from 17:37:48 to 17:38:27.
- A recovery wake (`issue.interaction_continuation_recovery`) for the
same card was requested at 17:37:48 too. It stayed deferred behind
`ba3bc7d6` and then ran again as `cacb095d` (17:38:33 to 17:39:17).
During that time the composer showed the stale "Answered: Questions"
receipt.
- The plan approval had the same pattern from 17:42:06 to 18:20 (fixed
at its source by #19332). The declined Slack connection receipt sat
behind that chain.

**Expected behavior**
A receipt leaves the composer queue as soon as a run has received it.
The agent can hand back the task after it has received the response.

**Steps to reproduce**
1. An agent asks a question card on a task.
2. A user answers it. The response wake starts a run that carries the
answer.
3. A second wake for the same card is deferred behind that run or a
later run.
4. `GET /api/issues/:id/queued-comments` returns the second wake's
receipt as an immutable entry until it runs.

## What Changed

- `server/src/services/queued-interaction-response.ts`:
`readQueuedInteractionResponse` returns no receipt when a run for the
same issue has started with this interaction in its context and is
`running` or `succeeded`. A cancelled or failed run does not count, so
that response is still owed. `hasQueuedInteractionResponse` (the
handback guard) uses the same rule.
- `server/src/routes/issues.ts`: `findQueuedCommentWake` skips a
delivered receipt, so a later undelivered receipt can still show.
- `server/src/__tests__/issue-queued-comments-routes.test.ts`: red/green
tests for every card kind and outcome: answered questions, accepted and
rejected confirmation, accepted plan (checkbox) approval, connected and
declined connection. Each runs with a `succeeded` and with a `running`
delivering run. Controls check that an undelivered receipt still shows,
that a later undelivered receipt shows instead of a delivered one, and
that the handback guard ignores a delivered receipt.
- N-02 (hover shows raw JSON): `master` already shows only the one-line
summary in the label and hover (`queuedMessageLabel`). This PR does not
change the UI.

## Verification

Red, on `master` code with only the new tests added:

```
$ cd server && npx vitest run src/__tests__/issue-queued-comments-routes.test.ts -t "receipt"
     × clears a ask_user_questions answered receipt once a succeeded run already delivered it 1309ms
     × clears a ask_user_questions answered receipt once a running run already delivered it 1041ms
     × clears a request_confirmation accepted receipt once a succeeded run already delivered it 1436ms
     × clears a request_confirmation accepted receipt once a running run already delivered it 829ms
     × clears a request_confirmation rejected receipt once a succeeded run already delivered it 666ms
     × clears a request_confirmation rejected receipt once a running run already delivered it 776ms
     × clears a request_checkbox_confirmation accepted receipt once a succeeded run already delivered it 1179ms
     × clears a request_checkbox_confirmation accepted receipt once a running run already delivered it 4227ms
     × clears a connection_intent accepted receipt once a succeeded run already delivered it 1954ms
     × clears a connection_intent accepted receipt once a running run already delivered it 1634ms
     × clears a connection_intent rejected receipt once a succeeded run already delivered it 1505ms
     × clears a connection_intent rejected receipt once a running run already delivered it 1064ms
     × shows a later undelivered receipt instead of an earlier delivered one 480ms
     × does not hold agent handback for a receipt the agent already received 1272ms
⎯⎯⎯⎯⎯⎯ Failed Tests 14 ⎯⎯⎯⎯⎯⎯⎯
AssertionError: expected [ 'Answered: Questions' ] to deeply equal []
AssertionError: expected [ 'Accepted: Approve hiring 2 agents' ] to deeply equal []
AssertionError: expected [ 'Rejected: Approve hiring 2 agents' ] to deeply equal []
AssertionError: expected [ Array(1) ] to deeply equal []
AssertionError: expected [ 'Connected: GitHub connection' ] to deeply equal []
AssertionError: expected [ 'Declined: Slack connection' ] to deeply equal []
AssertionError: expected [ Array(1) ] to deeply equal [ 'Declined: Slack connection' ]
AssertionError: expected true to be false // Object.is equality
      Tests  14 failed | 11 passed | 85 skipped (110)
```

Green, with the fix:

```
$ cd server && npx vitest run src/__tests__/issue-queued-comments-routes.test.ts -t "receipt"
      Tests  25 passed | 85 skipped (110)
```

Neighbouring suites, with the fix:
- `issue-queued-comments-routes.test.ts` (full file, on current
`master`): 110 passed.
- `question-response-delivery`, `queued-comment-consumption`,
`issue-thread-interaction-routes`, `satisfied-connection-intents`,
`issue-comment-reopen-routes`, `issue-execution-policy-routes` together
with the queued-comments file: 494 tests passed. One run hit an
embedded-Postgres `afterAll` cleanup timeout under 7-file parallel load.
The same file passed alone twice.
- `heartbeat-process-recovery.test.ts -t "plan approval|accepted
interaction|answered question|answered interaction|onboarding first
task"`: 14 passed.
- `pnpm --filter @paperclipai/server typecheck`: passes.

## Risks

- Low risk. The change only hides a receipt that a started run already
carries. An undelivered receipt keeps its current behavior.
- The redundant wake itself is not cancelled here. It still runs later
as a normal continuation, but it no longer holds the composer queue or
blocks handback. #19332 removes the main source of these duplicate
wakes.
- Each receipt read adds one indexed-by-company lookup on
`heartbeat_runs` for the issue.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, file edits, browser inspection of the staging
workspace API).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 19:28:45 -06:00
DottaandClaude Opus 5.5 9ceaec6f97 fix(issues): stop showing resource waits as failed attempts (#19369)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task page shows one interruption banner. The server builds it
from the task's latest run.
> - An auto-retry that waits for a busy workspace, AI connection or
runner update is not a failure. The dispatcher re-checks the resource,
so the run can stay `scheduled_retry` after its retry time.
> - The projection did not know about these waits. After the retry time
passed, it fell through to "Couldn't finish this attempt" with a Retry
button.
> - Retry cannot free the resource. The banner cleared for the 10-second
grace and then came back. Users had no way to fix it.
> - This pull request projects a scheduled resource wait as `working`,
with no Retry.
> - The benefit is that the failed-attempt banner shows only for real
failures.

## Linked Issues or Issue Description

**What happened?**
During onboarding on Paperclip Cloud staging (Claude subscription and
Codex subscription paths), the onboarding task showed "Couldn't finish
this attempt. Your message is saved." with a Retry button. The banner
did not name an attempt. Retry cleared it briefly, then it came back.

**Steps to reproduce**
1. Start a task run while another run holds the same workspace.
2. The run is cancelled with `workspace_busy`, and a `scheduled_retry`
run is created with `scheduledRetryReason: "workspace_busy"`.
3. Keep the workspace busy after `scheduledRetryAt`. On the staging
company, one retry stayed scheduled for 16 minutes past its retry time.
4. Open the task. The failed-attempt banner shows. Click Retry. The
banner comes back.

**Expected behavior**
No failed-attempt banner while the system waits for a shared resource.
The run status already says "Waiting for workspace"
(`execution-projection.ts`).

## What Changed

- `server/src/services/task-interruption-presentation.ts`: a
`scheduled_retry` run whose `scheduledRetryReason` is `workspace_busy`,
`ai_connection_busy`, `ai_connection_pool_wait` or
`runner_revision_wait` (and that has no system recovery) projects as
`state: "working"`, `canRetry: false`. User gates and failed Retry
preparations stay authoritative because they are checked first.
- The batched query now selects `scheduledRetryReason`.
- Tests: a Postgres integration test (`task-interruption-query.test.ts`)
that seeds the staging run chain for each reason, and unit tests for the
guard cases (failure-lane retries, paused agent, failed Retry
preparation).

## Verification

Red on `master` (fix not applied), `cd server && npx vitest run
src/__tests__/task-interruption-query.test.ts -t "overdue"`:

```
     × does not present an overdue workspace_busy wait as a failed attempt 213ms
     × does not present an overdue ai_connection_busy wait as a failed attempt 25ms
     × does not present an overdue ai_connection_pool_wait wait as a failed attempt 13ms
     × does not present an overdue runner_revision_wait wait as a failed attempt 11ms
- Expected
+ Received
-   "canRetry": false,
+   "canRetry": true,
-   "state": "working",
+   "state": "failed",
      Tests  4 failed | 11 skipped (15)
```

Green with the fix, same tests plus the new unit tests:

```
 ✓ task-interruption-query.test.ts > does not present an overdue workspace_busy wait as a failed attempt
 ✓ task-interruption-query.test.ts > does not present an overdue ai_connection_busy wait as a failed attempt
 ✓ task-interruption-query.test.ts > does not present an overdue ai_connection_pool_wait wait as a failed attempt
 ✓ task-interruption-query.test.ts > does not present an overdue runner_revision_wait wait as a failed attempt
 ✓ task-interruption-presentation.test.ts > scheduled resource wait presentation > keeps an overdue workspace wait out of the failed-attempt UI
 ✓ task-interruption-presentation.test.ts > scheduled resource wait presentation > keeps failure retries, user gates and failed Retry preparation authoritative
```

Neighbouring suites: `task-interruption-presentation`,
`task-interruption-query`, `workspace-recovery`, `agent-project-access`,
`heartbeat-dependency-scheduling`: 5 files, 458 tests passed.

Server `tsc --noEmit` reports no errors in changed files. The only
errors locally come from the unbuilt `@paperclipai/paperclip-runner`
vendor package, which this change does not touch. No UI change, so `pnpm
check:token-gates` is not applicable.

Evidence: the staging onboarding task's run history shows
`workspace_busy` cancellations at 17:46, 17:52 and 18:10, each followed
by a `scheduled_retry`. One had `scheduledRetryAt` 17:53:57 and started
at 18:10:20. The next run succeeded at 18:20.

## Risks

- Low risk. Presentation only; dispatch and admission do not change.
- If a resource wait never clears, the task shows no failed-attempt
banner. The run status still shows "Waiting for workspace", and the
existing retry-attempt limits still end the wait.
- Not in scope: genuine failures without a provider or workspace
explanation still show the generic text, and an overdue failure-lane
retry still shows as failed.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, browser for read-only staging evidence).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 19:08:27 -06:00
DottaandClaude Opus 5.5 7440cfc9b1 fix(issues): accept queued Send while the previous run has not started (#19370)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task chat queues a message while the agent is busy. The
queued-message bar shows a Send button when no turn is running.
> - Send calls `POST /issues/:id/queued-comments/interrupt` with no
target run.
> - The issue can hold an execution run that has not started yet
(`queued`) or that waits for a retry (`scheduled_retry`). The GET
response then shows a deferred queue with no target run, so the UI shows
Send.
> - The interrupt route refused that click with 409. The UI then showed
"Couldn't send. Message is still queued."
> - This pull request saves the click as interrupt intent in that state.
The queue is delivered when the previous run stops.
> - The benefit is that the button the UI offers now works, and the
message goes next.

## Linked Issues or Issue Description

**What happened?**
Cloud onboarding test, Codex subscription path (N-06): the tester
clicked Send in the onboarding task. The UI showed "Couldn't send.
Message is still queued."

**Expected behavior**
Send is accepted. The message stays in the queue and is delivered next,
when the previous run stops.

**Steps to reproduce**
1. Have an issue whose execution run is `queued` (not started) or
`scheduled_retry`.
2. Post a message. It is deferred behind that run.
3. Click Send on the queued message.
4. The route returns 409: "This queue does not support interruption"
(paperclip_runner) or "The previous run has not stopped" (legacy
adapters).

**Paperclip version or commit**
`master` at b68f69a801.

Root cause: `GET /queued-comments` resolves the target run from running
runs only, so the UI offers Send. `POST /queued-comments/interrupt`
locks `issue.executionRunId` at any status. It accepted only a terminal
run or no run. A queued or retry-waiting run fell between those two
rules.

Relation to other fixes: #19331 (declined connection receipt) changed
which wake the queue projects. It does not touch this check, and current
`master` still fails. The sibling N-07 problem (steering a queued
message on Codex) uses the `/steer` route. This PR does not change that
route. I found no shared cause.

Evidence limits: the tester's notes are the only evidence. The staging
company that I could read uses the Claude subscription path, so I could
not see the Codex run's status at the time of the click. The reproduced
state is the only server path that gives "Couldn't send" for a Send
click with no running turn. A slow-starting or retrying Codex run gives
that state.

## What Changed

- `server/src/routes/issues.ts`: the interrupt route no longer refuses a
Send when the issue's run is `queued` or `scheduled_retry`. For
paperclip_runner queues, a run that is not running is handled like a
stopped run. The legacy "previous run has not stopped" 409 is removed.
The route saves `queuedCommentInterrupt` intent, does not cancel the
not-yet-started run, and returns the queue in the `deferred` state. The
UI already shows "Messages are still queued. They will send when the
task is ready." for that response.
- `server/src/__tests__/issue-queued-comments-routes.test.ts`: new route
test for native and legacy queues, with `queued` and `scheduled_retry`
runs. It checks that GET offers Send, that the POST is accepted without
a run cancel, that the intent is saved, and that the queue is delivered
to one successor run after the previous run stops.

## Verification

Red, on `master` (new test, before the fix):

```
pnpm vitest run server/src/__tests__/issue-queued-comments-routes.test.ts -t "accepts Send while"
     × accepts Send while the previous native run is queued and delivers it once that run stops
     × accepts Send while the previous native run is scheduled_retry and delivers it once that run stops
     × accepts Send while the previous legacy run is queued and delivers it once that run stops
     × accepts Send while the previous legacy run is scheduled_retry and delivers it once that run stops
AssertionError: {"error":"This queue does not support interruption"}: expected 409 to be 200
AssertionError: {"error":"The previous run has not stopped"}: expected 409 to be 200
      Tests  4 failed | 90 skipped (94)
```

Green, after the fix (same command):

```
 Test Files  1 passed (1)
      Tests  4 passed | 90 skipped (94)
```

Neighbouring suites:

- `server/src/__tests__/issue-queued-comments-routes.test.ts` (complete
file): 94/94 passed.
- `server/src/__tests__/agent-conversations.test.ts`,
`server/src/services/issue-queued-comment-queue.test.ts`,
`ui/src/components/task-chat/TaskChatQueuedMessages.test.tsx`: passed.
- When I ran the two embedded-Postgres route files in one Vitest
process, every test passed. Then the queued-comment file's `afterAll`
database cleanup timed out after 30 s, which is a local resource limit.
The file passes when it runs alone.
- `pnpm --filter @paperclipai/server typecheck`: passed.
- I made no UI changes, so I did not run `pnpm check:token-gates`.

## Risks

- Low risk. Send was refused only for `queued` and `scheduled_retry`
runs. Now that click is saved and the run is not cancelled. A running
turn is unchanged: paperclip_runner still steers it, and legacy still
interrupts it.
- When a run waits for a retry, a saved Send waits for that retry to
finish. The route does not skip the retry. This matches how the queue
already works for messages without a click.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use (shell, file edits, browser for read-only staging evidence).

## 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 5.5 <noreply@anthropic.com>
2026-11-05 18:59:16 -06:00
Devin FoleyandClaude Opus 5.5 33269e1fec fix(observability): report directory-merge lock holder diagnostics (#17755)
A directory-merge lock timeout (ERR_WORKSPACE_RESTORE_LOCK_TIMEOUT) already
carries allowlisted holder evidence, but server Sentry capture dropped it.

- Add directoryMergeLockTimeoutDiagnosticsFor in adapter-utils: closed
  labels, booleans and bounded durations; no owner PID or paths.
- server captureException: lock timeouts get an event-local
  directory_merge_lock context and error_code=workspace_restore_lock_timeout
  tag; default grouping and message unchanged.
- run-failure-diagnostics restoreLock* fields use the shared reader
  (same allowlist and order).
- Document the record in doc/workspace-restore-locks.md.

Diagnostics only; does not change lock acquisition, timeouts or retries.

Refs PAPERCLIP-BACKEND-4Q

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:48:46 -08:00
Nicky LeachandClaude Opus 5.5 e6c74982fe fix(workspaces): report why a workspace provider operation failed (#19362)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A project can store its task workspaces with a workspace storage
provider plugin. Core calls the plugin's `workspaceOperation` method to
prepare, inspect, finalize and remove a workspace.
> - `callWorkspaceProvider` catches every rejection of that call and
throws the same conflict: "Workspace storage operation is incomplete;
retry the same workspace".
> - A provider error, an RPC timeout, a crashed worker and a worker that
never got the call all look the same in the run, the log and the API.
The message tells the user to retry, also when the failure is a fixed
configuration problem that a retry cannot fix.
> - In one diagnosis, three different configuration failures in a row
showed this same message. Finding each cause took trace span counts and
database reads.
> - This pull request lets a provider send a reason from a closed set,
and makes Core tell transport failures apart from provider failures.
> - The benefit is that a failed run says what failed and whether a
retry can help. Provider text and values still never cross into Core.

## Linked Issues or Issue Description

**What happened?**
A workspace provider's `workspaceOperation` failed. The run failed with
"Workspace storage operation is incomplete; retry the same workspace",
`errorCode: setup_failed`, and no reason in the run record or the
`heartbeat execution setup failed` log. Retrying did not help, because
the cause was a provider configuration problem.

**Expected behavior**
Core tells these cases apart: the worker did not receive the call, the
call timed out, the worker stopped during the call, or the provider
reported a failure. For a provider failure, Core shows a bounded reason.
Core tells the user to retry only when a retry can help.

**Steps to reproduce**
1. Install a workspace storage provider plugin whose
`onWorkspaceOperation` throws during `prepare` (for example, because of
missing provider settings).
2. Run an agent task in a project that uses that provider.
3. See the failed run: the error is the generic retry message, and the
run record and logs do not show the cause.

**Paperclip version / commit**
`master` at 5ac05871b5.

**Deployment mode**
Any deployment with a workspace storage provider plugin.

## What Changed

- **SDK reason contract.** New
`packages/plugins/sdk/src/workspace-operation-error.ts`:
`WORKSPACE_OPERATION_FAILURE_REASONS` (11 reasons),
`PluginWorkspaceOperationError`, `workspaceOperationErrorData` and
`readWorkspaceOperationFailureReason`. It uses the same envelope design
as `environment-task-error.ts`. The worker host attaches the envelope
only to `workspaceOperation` errors. It copies only the reason, never
the message.
- **Duck-typed reason.** The worker host also forwards an own
`workspaceFailureReason` property from any error, when the value is in
the closed set. A provider that builds against an older SDK can set the
reason before it can import the class. An inherited or unknown value is
ignored. The value can only select one of Core's fixed messages.
- **Core classification.** New
`server/src/services/workspace-provider-failure.ts`.
`callWorkspaceProvider` maps each rejection to a
`WorkspaceProviderFailureError` (409) with `kind`, `reason` and
`retryable`:
- `worker_unavailable`: no request was sent. The
`PluginWorkerUnavailableError` stays as the cause, so run setup retries
it as `plugin_worker_unavailable` (the existing bounded bootstrap
retry).
- `timeout` and `worker_exited`: the outcome is unknown, so the message
still says to retry the same workspace.
  - `transport`: any other rejection. The message is the old message.
- `provider` with a reason: a fixed message per reason. Only transient
reasons say to retry.
- `provider` without a known reason: "Workspace storage provider
reported a failure; retry the same workspace".
- **Run settlement.** `failRunSetup` records
`resultJson.workspaceProviderFailure` (`kind`, `reason`, `retryable`).
The `heartbeat execution setup failed` log carries the same fields and
the run's `errorCode`. The run keeps `errorCode: setup_failed` (except
for the worker-not-running case above), so the existing setup-failure
retry, recovery and chat paths do not change.
- **Span allowlist.** The host accepts a `plugin.workspace.failure` span
and a `plugin.failure_reason` attribute. The value must be a reason from
the closed set or `unknown`.
- **Docs.** `doc/plugins/PLUGIN_RUNNER_EXECUTION.md` describes the
failure kinds and the reasons. `doc/observability.md` lists the new span
and attribute.

## Verification

- `cd packages/plugins/sdk && npx vitest run`: 21 files, 261 tests pass.
The new `tests/workspace-operation-error.test.ts` sends errors through
the real worker RPC host.
- `cd server && npx vitest run
src/__tests__/workspace-provider-failure.test.ts
src/__tests__/plugin-host-services-span.test.ts
src/services/heartbeat/run-completion.test.ts`: 3 files, 118 tests pass.
These tests cover:
- every transport kind, and that a worker refusal is still found as the
cause;
  - a real worker RPC rejection with a reason, and without a reason;
  - a fixed message and retry decision for every reason;
  - span clamping of `plugin.failure_reason`;
- run setup for a provider reason (no retry, reason in `resultJson` and
in the log) and for a stopped worker (bounded retry).
- `cd server && npx vitest run` for the 4 plugin workspace integration
suites (`plugin-workspaces`, `plugin-fresh-workspaces`,
`project-workspace-provider`, `workspace-delivery-cleanup`): 91 tests
pass. Their lost-reply fixtures still get the old "incomplete" message.
- `npx tsc --noEmit` in `packages/plugins/sdk`: no errors. `npx tsc
--noEmit -p server/tsconfig.json` shows no errors in the changed files.
The remaining errors come from workspace packages that I did not build
locally.
- Not run locally: the full `pnpm -r typecheck`, `pnpm test:run` and
`pnpm build`. CI runs them.

## Risks

- **Behavior change for a stopped worker.** A `workspaceOperation` call
that the worker did not receive now gets `errorCode:
plugin_worker_unavailable` and the bounded bootstrap retry, as other
plugin calls already do. Before, it was a `setup_failed` run with no
retry. No request reached the provider, so the retry is safe.
- **Message changes.** Provider-reported failures and timeouts get new
fixed messages. Code that matches the exact old message only sees it for
`transport` and `remote_incomplete` failures. I did not find a match on
this message outside tests.
- **No new error codes.** Provider failures keep `setup_failed`. Retry,
recovery and chat-retry routing does not change.
- **Duck typing.** Any error with an own `workspaceFailureReason` from
the closed set is forwarded. A provider can only select one of Core's
fixed messages. It cannot send text or values.
- **Observability.** The new span attribute is a closed set and stays
inside the host allowlist. No Telemetry change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, test runs). Extended thinking was on.

## 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

Related:
[paperclipai/paperclip#19326](https://github.com/paperclipai/paperclip/pull/19326)
added the same envelope design for Runner revision mismatches. I found
no duplicate PR for this change.

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:28:49 -08:00
f2593b7905 feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People enter that work through the workspace, agent conversations,
and tasks.
> - Coordinator and Agent Chat still require experimental enrollment.
> - Task link prefetches do not warm the compact queries used by the
default task view. Chat also waits for a request when its navigation
list already holds the conversation.
> - This pull request makes Coordinator and Agent Chat standard and
reuses the reads needed for navigation.
> - People can choose Classic workspace in Experimental settings. Cached
work can appear while fresh data loads.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Workspace selection, Agent Chat availability, and navigation between
Chat, Tasks, and task details.

**Subsystem affected**

Cross-cutting: UI, workspace preferences, instance settings, and the
database migration.

**Current behavior**

People must enable Coordinator and Agent Chat in Experimental settings.
Opening a task can repeat requests because prefetch warms the full
detail and comment queries, while the default view reads compact task
data and a recent comment window. Opening Chat waits for a detail
request even when the current person's conversation list contains it.

**Proposed behavior**

Coordinator is the standard workspace for everyone. Experimental
settings offer Classic workspace, off by default. Old Coordinator
experiment values do not select Classic. Agent Chat is available to
everyone, including instances with an old saved or managed off value.
Task link intent warms the queries used by the mounted view. Chat can
use the current person's company-scoped conversation list during
refresh.

**Reason and benefit**

People can use the standard workspace without setup. Repeat navigation
can show cached content while the server refreshes it.

**Breaking changes**

Existing Coordinator experiment and Agent Chat off values no longer
disable these surfaces. Classic requires an explicit new opt-in. The
workspace API keeps its existing response shape and audit checks. The
migration retains legacy values and adds a separate Classic preference.
Execution permissions, company access, and chat privacy checks still
apply.

**Additional context**

Roadmap check: this graduates existing surfaces and improves their
navigation. It does not add a new agent execution capability. Duplicate
searches found no open Coordinator workspace PR. Related server cache
work, Refs: #17828, addresses compact issue-list invalidation; this PR
addresses client navigation queries.

## What Changed

- Add a default-off Classic workspace preference. Derive the existing
workspace API response from that choice. Keep personal persistence,
account isolation, and audited writes in the workspace preference
service.
- Replace the Coordinator experiment control with Classic workspace. Use
Coordinator while preferences load. Update the existing settings
examples and navigation recipe.
- Retire the Agent Chat experiment control. Ignore old stored and
managed off values. Retain the compatibility key and the existing
execution and access checks.
- Reuse account- and company-scoped chat list data with its original
freshness timestamp.
- Share compact task and recent-comment query options between prefetch
and the task view. Keep full-history prefetch for Classic tasks and
expanded history.
- Add upgrade, replay, cache, account isolation, and browser switching
regressions. Update product, database, development, and roadmap
documentation.

## Verification

- Targeted preference, settings, migration, cache, and UI regression
tests passed during implementation. The cache tests hold refresh
requests pending and check that content still renders. They also check
account isolation and stale refresh behavior.
- A real browser test verified fresh Coordinator defaults, Classic
opt-in persistence, and return to Coordinator. It used an isolated
source checkout with fresh data on macOS.
- Token, migration numbering and safety, map, and Storybook catalog
checks pass after the rebase.
- Repository typecheck and build pass. Typecheck and token gates also
pass after review repairs. The broad local run passed all six chat
integration shards (1,931 tests). It then found the host-CLI-dependent
recovery fixture described below. Its remaining duplicate work was
stopped after the full current-head CI matrix passed; this is not a
claim that the broad local command completed green.
- Review repairs passed 419 UI/migration fixture tests, 19 Coordinator
navigation tests, and all 214 tests in the five affected server suites.
The 24 Chat/workspace browser tests pass, including standard Coordinator
switching and explicit Classic persistence.
- The broader browser repair run passed 85 tests. It retained two failed
assertions and skipped five later serial cases. The affected files then
passed all 11 tests after the fixes: reopen the desktop panel after
reload and open More for Audit and Connectors. This includes the five
serial cases that had not run.
- The broad local suite exposed a recovery fixture that executed the
host Codex CLI during a simulated remote probe. On a host with Codex
0.154.0, model fallback broke its fixed-model assertion. The fake
sandbox now reports Codex 0.160.0. All 20 selected recovery/provider
compatibility cases pass after the repair.
- A CLI company import/export suite timed out during server startup in
the second CI run. The port fallback is intentional in that fixture. No
root cause was established. That suite passes on the final commit in CI.
This records recovery, not a claimed product fix for the earlier
timeout.
- The first CI run exposed remaining assumptions about the retired flags
and Classic UI. The repair commit updates those fixtures and navigation
steps. It also restores the missing enabled Cases destination in
Coordinator. Earlier local recovery attempts used the wrong fixture
notification and advanced fake time during live execution; the corrected
tests use the subscribed recovery queue and wall time during execution.
- Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at
**5/5** with no new comments. The original finding is resolved.
- Current-head CI is green: **56 successful checks**, with three checks
skipped by workflow filters. This includes typecheck, build, the
complete Vitest matrix, all eight browser shards, Runner verification,
release checks, and security checks. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42132651414).
- Typecheck caught missing `pid` and `startedAt` fields in the simulated
command result. The fixture now returns the complete process contract,
and the server test-layer typecheck passes.
- Storybook catalog alignment was checked. Storybook play tests were not
run. Hosted latency and cold bundle loading were not measured.

## Risks

- The new default changes the workspace for people who previously left
the Coordinator experiment off. They can opt into Classic in
Experimental settings.
- The additive migration must run before the new server code. It is safe
to replay and preserves explicit Classic choices.
- Cached content can be stale during background refresh. Existing query
invalidation and source timestamps still control freshness.
- These changes reduce avoidable loading waits. They do not establish a
measured improvement in hosted request latency or initial bundle
download time.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 16:28:25 -08:00
Devin Foley 1a36195868 fix(storage): name the S3 read when a response body is cut off (#19284)
Record read_object_body with HTTP status, S3 request id and attempts when a GetObject body stream errors after send() resolved, and add the storage fields to run failure execution diagnostics. Diagnostics only; no retry behavior changes.
2026-11-05 16:19:26 -08:00
Devin FoleyandPaperclip 8080620fc9 fix(workspaces): size archive deadlines and preserve resume budgets (#19364)
Give large workspace archives a bounded per-transfer deadline without changing
provider settings. Preserve configured post-upload command limits and the saved
provider budget when resuming an exact retained sandbox.

Verification: 341 focused Core/SDK/adapter tests and 588 Daytona tests passed.
Workspace and provider typecheck/build passed. Hosted CI: 54 successful checks,
two intended Storybook skips. Greptile 5/5 with no unresolved review threads.
The bounded full local run passed all six chat shards and stopped at twenty
minutes during general server suites; that full local run remains incomplete.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 16:09:32 -08:00
Devin FoleyandClaude Opus 5.5 0f2c01b63a fix(server): retry one Cloud portfolio connection reset (#19033)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On Cloud instances, `GET /api/cloud/stacks` gets the user's stack
portfolio from the Cloud control plane.
> - The route sends one `fetch` to `/v1/tenant/portfolio`. It has a 10 s
deadline.
> - The Cloud edge can reset a pooled keep-alive connection when the
request is written. The request then fails in a few milliseconds and the
user gets a 502.
> - The diagnostics from #15340 now show this failure mode on staging.
> - This pull request retries the idempotent GET one time for a
pre-response connection reset, inside the same deadline.
> - The benefit is that a transient connection reset no longer shows an
error to the user. Real Cloud failures and deadlines are still reported.

## Linked Issues or Issue Description

Refs #15340 (bounded portfolio diagnostics). Refs #10850 (portfolio
proxy). I searched the open and closed PRs for "portfolio". No other PR
fixes this failure.

**What happened?**

On the hosted staging pool stack, one `GET /api/cloud/stacks` returned
502. The diagnostics were `phase: fetch`, `networkCode: ECONNRESET`,
`upstreamStatus: null`, `elapsedMs: 19`. The Core process had started
about 7 minutes before. CPU and memory were normal.

The Railway HTTP logs for the Cloud harness show no failed or missing
portfolio request at that time. All portfolio requests in a 12-minute
window returned 200 in 15–91 ms. The next Core portfolio fetch, 0.4 s
later, reached Cloud and returned 200. Thus the failed request did not
get to the Cloud application. The connection was reset between Core and
the Cloud edge.

This failure is different from the older stalls on the same stack. Those
failures had `DEADLINE_EXCEEDED` after more than 60 s, during
whole-process freezes. This change does not retry those failures.

**Steps to reproduce**

1. Start an HTTP server that resets (or closes) the socket for the first
request and returns JSON for the second request.
2. Set `PAPERCLIP_CLOUD_API_ORIGIN` to that server and call `GET
/api/cloud/stacks` with the native `fetch`.
3. Before this change, the route returns 502 with `networkCode:
ECONNRESET` (or `UND_ERR_SOCKET`). Native `fetch` does not retry.

**Expected behavior**

The route retries the idempotent GET one time when the connection is
reset before a response. The retry uses the same 10 s signal. Other
failures stay unchanged.

## What Changed

- `server/src/routes/cloud.ts`: If the fetch phase fails with
`ECONNRESET` or `UND_ERR_SOCKET`, the route sends the same GET one more
time. The retry uses the same `AbortSignal.timeout(10_000)`. The total
time stays at or below 10 s.
- The route classifies the first error with the existing bounded
`CloudPortfolioError` diagnostics. Thus a reset after the deadline stays
`DEADLINE_EXCEEDED` and gets no retry.
- The first reset gets a warning log with the same safe fields
(`Paperclip Cloud portfolio connection reset; retrying once`). It does
not send a Sentry event. Thus the logs still show how frequently this
occurs.
- A second reset, a deadline, HTTP error statuses, body failures,
`ECONNREFUSED`, `ENOTFOUND`, connect timeouts and unknown errors behave
as before: one report and no retry. Failures are still not cached.
- `server/src/__tests__/cloud-routes.test.ts`: The old test "classifies
a fetch reset without retrying" now expects one retry. New tests cover a
second reset, the codes that get no retry, a reset after the deadline,
and two real-socket cases.

`doc/observability.md` describes the diagnostic context. Its fields and
semantics do not change. Per `CONTRIBUTING.md`, the change adds no code
comments; the retry rationale is in this description.

## Verification

- Red before the fix: with the old route and the new tests, `pnpm exec
vitest run server/src/__tests__/cloud-routes.test.ts` gave 5 failed, 19
passed. The failures were the two mocked retry cases, the second-reset
case and the two real-socket cases. Thus native `fetch` on Node 25.9
does not retry these resets itself.
- Green after the fix: `pnpm exec vitest run
server/src/__tests__/cloud-routes.test.ts
server/src/__tests__/cloud-portfolio-error.test.ts` gave 31 passed.
- Real dependency: the real-socket tests use `node:http` and the native
global `fetch`. `socket.resetAndDestroy()` gives `ECONNRESET`.
`socket.destroy()` gives `UND_ERR_SOCKET`. Each test makes sure that the
second request reaches the server with the same authorization, the route
returns 200, and no Sentry event occurs.
- The second commit only removes the four-line comment that Greptile
flagged. It has no runtime effect; a syntax check passed locally and CI
reruns the suite.
- Not run locally: `server/src/__tests__/sentry.test.ts` fails to load
in my sandbox on the unchanged base and with this change. The error is
the same: `Failed to resolve entry for package
"@paperclipai/plugin-sdk"`. The workspace packages were not built. The
full `tsc -p server` was stopped by the 8 GB sandbox memory limit. A
typecheck of only the changed files gave the same output on the base and
with this change, apart from a 5-line offset. CI runs the full typecheck
and test suite.
- Remaining limit: the staging evidence shows that the request did not
reach the Cloud application. It does not show if the reset socket was a
reused keep-alive connection or a new connection. The retry is correct
in both cases.

## Risks

- Low risk. The retry applies only to an idempotent GET that has no side
effects on Cloud. It occurs only for a fetch-phase reset before a
response.
- The worst case is one more portfolio request to Cloud for each reset.
The deadline is the same as before.
- If the Cloud edge resets all connections, the user sees the same 502
as before, after two fast attempts.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), through Claude Code, with tool
use (shell, code execution, Sentry, Railway and GitHub connectors).

## 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
- [ ] 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 15:39:18 -08:00
DottaandClaude Opus 5.5 002455ea06 fix(issues): finish a reassignment whose native stop settles after the request (#19354)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A user can stop or interrupt a running native task and then send a
message to give new direction
> - When the stopped run left a workspace hold, the dispatch gate
withholds the follow-up run until recovery saves the work
> - The gate must save the user's message on its receipt so that the
deferred-receipt worker continues it after recovery
> - Two conditions made the gate skip the message instead of saving it,
so the task stayed in progress with "Saved work recovered. Send a
message to continue." although the user already sent one
> - This pull request saves the message in both conditions
> - The benefit is that the message the user already sent continues
once, automatically, after recovery

## Linked Issues or Issue Description

**What happened?**

After a user stopped or interrupted a native task with an isolated
sandbox workspace and sent a message, the follow-up run was cancelled
with `execution_reconciliation_required`. Its error said "Saved work
recovered. Send a message to continue." Nothing re-woke the task. In the
interrupt case, a periodic sweep started a run about four minutes later.
In the case where the follow-up first waited for the stopped run's
workspace save (`workspace_busy`), each later retry parked on the same
resolved recovery action, and the task did not continue.

**Expected behavior**
When the recovery that the follow-up waited on resolves, the message
that the user already sent continues once, automatically. The product
does not ask for a second message.

**Steps to reproduce**

1. Run a native task in a managed sandbox with an isolated workspace.
2. Stop the run (or send a comment with interrupt), then send a message
while the stop and workspace save are still settling.
3. Wait for the workspace recovery to resolve.
4. See that the follow-up run is cancelled with
`execution_reconciliation_required` and that no run continues the
message.

**Paperclip version or commit**
`master` before this change.

**Root cause**
`deferUnstartedUserComment` (run dispatch) refused to save the withheld
message in two cases:
1. It compared the message time with the source run's `finishedAt`. A
native run finishes only after its provider stop and workspace save
settle, which takes seconds. A message written after the Stop request
but before that settlement was treated as input written before the Stop.
The receipt was marked `skipped`.
2. It required the run's own receipt to be user-owned. A workspace-busy
retry or an admission retry carries the user's message under a
system-owned receipt, so the message was dropped with the retry.

## What Changed

- Add `userStopBoundaryAt(run)` in `run-cancellation.ts`. For a run
cancelled by a user Stop or interrupt, it returns the recorded Stop
request time (`cancellation.recordedAt`) when that is earlier than
`finishedAt`. For all other runs it returns `finishedAt`.
- Use this boundary in the dispatch gate's message deferral, in native
explicit-continuation admission, and in the remote-Stop continuation
check, so the three places agree on "message written after the Stop".
- When the withheld run is a system-owned retry, walk a bounded chain
(max 8) of retries that did not reach the provider (`workspace_busy`
with `providerWorkStarted: false`, or a verified pre-dispatch
`execution_reconciliation_required`) to the originating user receipt.
Save the message on that receipt with the user's original wake context.
Mark the retry's system receipt `skipped`.
- Update the "input written before the Stop" test so that the Stop
request, and not only the settlement, comes after the message.

## Verification

- New regressions in `server/src/services/workspace-recovery.test.ts`
(`continues a message ... without a second message, after recovery
already resolved`): a direct follow-up and a workspace-busy retry. Each
runs recovery to completion first, then lets the gate withhold the
follow-up, then runs only the deferred-receipt worker. Each asserts that
exactly one successor run is queued with the user's message and the
user's authority, and that no provider work starts.
- Red before the fix: both tests fail because the receipt is `skipped`
instead of `deferred_issue_execution`. Green after the fix.
- `npx vitest run src/services/workspace-recovery.test.ts` (384 passed).
- `npx vitest run src/services/explicit-native-continuation.test.ts
src/modules/run-dispatch src/services/execution-continuation.test.ts
src/services/run-cancellation.test.ts` (581 passed).
- 19 more heartbeat, retry, queued-comment, and native recovery suites
(1272 passed). One failure, `heartbeat-process-recovery > redacts opaque
environment-bound credentials from Sentry diagnostics: result`, also
fails on unchanged `master` and is not related.

## Risks

- A message written after the Stop request but before the stopped run
settled now continues. The stopping run cannot consume new input after
its Stop request, and admission still removes comments that a run
already delivered (`undeliveredLegacyUserCommentIds`). All admission
gates (holds, stop proofs, approvals, budget) still apply.
- Only user Stops and interrupts move the boundary. Other cancellations
keep `finishedAt`.
- The retry walk is bounded, stays in one company, agent, and issue, and
accepts only retries without provider work. It revives a user receipt
only from `cancelled` or `skipped`, so a second retry cannot save the
same receipt twice.
- Not in scope: a run that fails during native preparation with no user
message (for example `runner_state_identity_mismatch:
prior_owner_terminal_state_indeterminate;
retirement_refused=unexpected_root_entry` on a system wake). After its
recovery resolves, the task still waits for a user message. That is a
separate root cause in the native session executor's prior-owner
retirement proof.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local test runs).

## 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 5.5 <noreply@anthropic.com>
2026-11-05 17:02:39 -06:00
Nicky LeachandClaude Opus 5.5 f9d366acdf fix(runner): require a managed AI connection for plugin Runner-task environments (#19341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A plugin can provide Runner execution through an environment driver
that declares `supportsTasks: true`. Agent computers use this path.
> - Core let an agent without a managed AI connection run on that path.
The run then used the account that was installed on the plugin's
execution host.
> - That is not a supported credential source. When the host Runner did
not match, the run failed three times, 30 seconds apart, and then
blocked the task with a generic error. The error did not name the fix.
> - The plugin cannot refuse these runs itself. `describe` has no
connection data, and Core replaces plugin error text before the user
sees it.
> - This pull request makes a managed AI connection a requirement for
every plugin Runner-task environment. Core refuses a run without one
before it acquires a lease or calls the plugin.
> - The benefit is one clear notice that tells the operator to choose an
AI connection, and no wasted retries or plugin work.

## Linked Issues or Issue Description

Refs #19326. That pull request makes a Runner revision mismatch retry.
It noted that runs without a managed AI connection reach the Runner
check on a different path, which still blocks after 3 attempts. This
pull request removes that path for plugin Runner-task environments.

**Problem or motivation**
A `paperclip_runner` agent with no managed AI connection can run in a
plugin environment that provides Runner tasks. The run uses the account
installed on the execution host. If the host Runner does not match, the
native session retries 3 times and then blocks the task with
"Plugin-provided Runner execution operation unavailable". The operator
cannot tell what to fix.

**Proposed solution**
Refuse these runs in Core before any lease, plugin call, secret
resolution, or provider work. Use one stable reason,
`ai_connection_required`, for run admission, the setup probe, and agent
verification. Show a task notice that names the fix.

**Alternatives considered**
A refusal in the plugin. It cannot see the connection at `describe`,
which runs first. Its error text is also replaced twice before the user
sees it. A new structured plugin error code would still not cover
`describe`.

## What Changed

- Add `server/src/services/plugin-runner-ai-connection.ts`. It holds the
`ai_connection_required` code and message, the probe result, and the
manifest lookup for a Runner-task driver. The lookup moves here from
`agent-runner-selection.ts`, so run admission and runner selection use
the same rule.
- `heartbeat/execution-configuration.ts`: refuse a new
`paperclip_runner` run in a Runner-task environment when it has no
managed AI connection. This also applies when `homeMode:
"preconfigured"` drops the connection. The run fails as
`configuration_incomplete` with reason `ai_connection_required` and an
action URL to the agent's runtime settings. The check runs before
observability, secrets, the managed runtime, the workspace, and the
lease. A resumed native run keeps its admitted contract.
- `recovery/stranded-notice.ts`: add an "AI connection required" task
notice.
- `run-failure-report.ts`: treat this pre-dispatch refusal as an owner
action, not an unexpected failure.
- `adapters/registry.ts`: the unmanaged probe for a Runner-task target
now returns a failed `ai_connection_required` check. It calls no task
operation. Managed probes still go through `testManagedEnvironment`.
- `agent-harness-verification.ts` and
`agent-lifecycle/application/failure.ts`: classify the check as
`ai_connection_required` with a fixed message. Verification waits for
the configuration to change instead of retrying.
- Docs: `PLUGIN_RUNNER_EXECUTION.md` states the requirement.
`PLUGIN_ENVIRONMENT_TASKS.md` no longer mentions installed accounts.
`agent-config-ui.md` notes the requirement.
- Tests: the "plugin-owned account" heartbeat test described the
behavior that this change removes. It now checks the assembled heartbeat
refusal: no plugin call, no native boundary, no adapter, no workspace
files.

## Verification

- `npx vitest run` in `server/` for these files. All tests passed:
- `src/__tests__/heartbeat-execution-configuration.test.ts`. New cases:
refused without a connection, refused for a preconfigured home, managed
passes, resumed native input passes, non-task plugin driver passes. The
refused cases also check that observability, secrets, and the managed
runtime did not start.
- `src/__tests__/heartbeat-plugin-environment.test.ts`. One test,
"inherits the instance default environment across companies…", also
fails on unmodified `master` in my environment. This change does not
touch it, because its driver does not declare `supportsTasks`.
- `src/adapters/registry.test.ts`,
`src/__tests__/agent-harness-verification.test.ts`,
`src/modules/agent-lifecycle/__tests__/diagnostics.test.ts`,
`src/services/recovery/stranded-notice.test.ts`, and
`src/services/__tests__/run-failure-report.test.ts`.
- 17 more suites that use plugin Runner-task environments, with 705
tests: `plugin-runner-task.integration`,
`plugin-warm-tasks.integration`, `task-creation-recovery.integration`,
`native-startup-cleanup-recovery`,
`environment-task-authority.integration`,
`plugin-task-credential-writeback`, agent-lifecycle `lifecycle`,
`setup`, and `environment-plugins`, `workspace-preparation`,
`agent-runner-selection`, `agent-harness-verification-provider-api`,
`agent-harness-verification-remote`, `plugin-environment-driver-seam`,
`environment-task-runtime`, `agent-test-environment-routes`, and
`adapter-registry`.
- `pnpm typecheck` in `server/` reported no errors in the changed files.
Its only errors came from sandbox-provider packages that my local
install did not link.
- Not run: `plugin-runner-probe.test.ts`, because it needs a Cargo
build. This change does not modify `probePluginRunnerEnvironment`. Also
not run: the full `pnpm test:run` and `pnpm build`. CI runs them.

## Risks

- Behavior change: an agent in a plugin Runner-task environment with no
managed AI connection now stops before dispatch. Before, it ran with the
host's installed account. The agent's owner must choose an AI
connection. This includes agents with `homeMode: "preconfigured"` in
these environments.
- Runs that were already admitted and resume from saved native input are
not refused. They keep the earlier behavior until they finish.
- The check reads the plugin manifest on each new run admission for
plugin environments. This is the same lookup that runner selection
already does.
- This pull request and #19326 both edit `stranded-notice.ts` and
`failure.ts`. The changes are additive, but whichever merges second
needs a small rebase.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use (file edits, shell, test runs). Default context window,
extended thinking on.

## 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 5.5 <noreply@anthropic.com>
2026-11-05 14:59:40 -08:00
DottaandClaude Opus 5.5 bf10bc695a feat(task): show the agent's context window in task properties (#19273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run through a harness (Codex app-server, or Claude through
ACPX), and the runner turns harness events into Paperclip events
> - Both harnesses report how full the model's context window is. Codex
sends `modelContextWindow` with its token usage. Claude sends `used` and
`size` in ACP `usage_update`
> - Paperclip dropped both values. The task view could not show how
close an agent is to compaction, and a compaction left no visible mark
in the task chat
> - This pull request carries the context-window occupancy through the
runner, stores it with the existing usage events, and shows it as a
"Context" row in the task Properties panel
> - It also shows a "Context compacted · 230k → 38k tokens" divider in
the task chat when the agent compacts its context
> - The benefit is that operators can see when a long task is near its
context limit and when the agent lost detail to a compaction

## Linked Issues or Issue Description

Refs #19252 (same pattern: a canonical harness event turned into
task-chat UI). Refs #19267 (status notices; it turns Claude's compaction
banner into a notice, and this PR reads that notice too).

**What existing behavior does this improve?**
The task view shows no context-window information, and a compaction is
invisible in the task chat.

**Subsystem affected**
Runner usage normalization (Rust and TypeScript transport), the PRP
usage schema, a read-only issue API, the task Properties panel and the
task-chat transcript.

**Current behavior**
Codex `modelContextWindow` and ACP `used`/`size` are dropped in the
runner. `context.compacted` always has null sizes, Claude compactions
emit no `context.compacted` event at all, and the live runner turn hides
every marker except "interrupted".

**Proposed behavior**
`usage.reported` carries an optional `context {usedTokens,
windowTokens}`. The task Properties panel shows a Context row ("10% of
258k") with a hover breakdown (tokens used, input and cached input,
output, cost, compactions). The transcript shows a compaction divider,
with sizes from the usage before and after the compaction.

**Reason and benefit**
Operators can see when a long task is close to its context limit, and
they can see where the agent's earlier context was summarized.

**Breaking changes**
None. The new schema field is optional, and the new endpoint is
read-only.

## What Changed

- PRP `usage.schema.json`: add an optional `context {usedTokens,
windowTokens}` object. Regenerate the schema bundle and the protocol
manifest.
- Rust `provider_events.rs`: add `codex_context_usage` (last request
`totalTokens` and `modelContextWindow`) and `acpx_context_usage` (ACP
`used`/`size`). ACPX `usage_update` now sets `context`.
- Rust `provider_backend.rs`: Codex `thread/tokenUsage/updated` sets
`context` on live (non-historical) usage.
- Rust `provider_events.rs`: emit `context.compacted` for the completed
`context_compaction` provider notice that #19267 produces from Claude's
compaction banner. Only this path marks a Claude compaction, so the
server counts each compaction once.
- `runnerd-codex-transport.ts`: `rehydrateRunnerdUsageNotification`
keeps a valid `context` on `tokenUsage`, so it reaches the stored
`item.completed` usage item.
- Server: new `GET /api/issues/:id/context-usage` (issue read access is
required) and `issueContextUsage` service. It reads only the assignee's
current session (the session of its newest usage report), and returns
that session's latest context reading, non-zero totals, cost, and the
count of compactions across all of the session's runs. Added to OpenAPI.
Shared type `IssueContextUsage`.
- DB: migration 0432 adds two partial indexes on `heartbeat_run_events`,
built concurrently. One indexes usage items by run and time. The other
indexes `context.compacted` events by company and session. `EXPLAIN`
shows that both lookups use them.
- UI: new `ContextUsageMeter` (bar, percentage, hover card) and
`IssueContextUsageRow` in the Execution section of Properties. The row
refreshes every 8 s while a run is active, and once more when the run
ends.
- UI transcript: `native-run-events.ts` maps `context.compacted` to a
`context` activity entry with pre/post sizes from neighbouring usage
items. `transcript-adapter.ts` turns it into a new `context_compacted`
marker variant. The live runner turn keeps that marker as its own
timeline row.
- Storybook: `task-context-window.stories.tsx` (Properties panel in a
task, all states, hover breakdowns, divider).

## Verification

- `cargo test -p paperclip-runner-core --lib provider_events` (new
tests: ACPX context, Codex context, banner compaction, notice
compaction)
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/live/runnerd-codex-transport.test.ts`
- `cd ui && npx vitest run src/components/ContextUsageMeter.test.tsx
src/components/transcript src/components/task-chat
src/components/issue-properties`
- `cd server && npx vitest run
src/__tests__/issue-context-usage.test.ts` (embedded Postgres)
- `node scripts/typecheck-low-memory.mjs`, `pnpm check:token-gates`,
`pnpm --filter @paperclipai/paperclip-runner run check:protocol-types`
- Live check on a local worktree instance through the runnerd path:
- A Codex `gpt-5.5` task showed "10% of 258k" (27k of 258k, input 77k
with 49k cached, output 1.1k).
  - A Claude Sonnet 4.6 task showed "17% of 200k" (34k of 200k).
- Storybook: Tasks and conversations / … / Task chat / Context window.
- Not verified live: a real compaction. The divider is covered by unit
tests through the same projector path the task chat uses.

## Risks

- The schema field is optional, and older runners omit it. The UI
renders nothing until a harness reports a window.
- Migration 0432 builds two partial indexes concurrently on
`heartbeat_run_events`, which is a large table. The indexes cover only
usage items and compaction events, so they stay small. They add a little
write overhead to those events.
- Claude in-progress usage rows still record zero tokens with `requests:
1`. The final turn usage is correct. This PR does not change accounting.
- A "Compact now" action is out of scope. It needs a compaction-only run
that does not produce a run result. It will come in a follow-up.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, in-app browser for Storybook and
the live instance).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:54:27 -06:00
Nicky LeachandClaude Opus 5.5 a6ab6a301c fix(server): retry a run when its remote Runner is out of date (#19326)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent can run on a remote Runner that an environment plugin
provides
> - A release can update the app before the remote Runner, so for a
short time the app sees an older Runner
> - In that window the plugin can refuse the task, but Core cannot tell
this refusal from other errors
> - Today the run fails as `setup_failed` with no retry, and the task
goes to board recovery. Before #19246, it was also reported as a project
authentication conflict
> - Agent verification also counts the refusal as a failed harness test,
and it parks the agent after three tries
> - This pull request gives the plugin a stable error code for a Runner
mismatch, and Core waits and retries when it gets that code
> - The benefit is that a release no longer blocks tasks or parks
agents, and a real authentication conflict keeps its own clear notice

## Linked Issues or Issue Description

Refs #19246 (it stopped reporting every precheck error as a project
authentication conflict)
Refs #19249 (the same bounded bootstrap retry for a stopped plugin
worker)
Refs #19302 (shares `environment-task-error.ts`; its diagnostic envelope
is unchanged)
Refs #19172 (related open PR: it reports an undescribable plugin Runner
as a retryable check in the same precheck)
Refs #18667 (a real `ai_connection_incompatible` conflict, which now
gets its own notice)

**What happened?**
A run started while its remote Runner was older than the app. The
environment plugin refused the task because the installed Runner did not
match the revision it expects. Core recorded a generic setup failure,
scheduled no retry, and blocked the task. Before #19246, Core reported
this as a project authentication conflict. An agent in `verifying`
counted the same refusal as a failed harness test. After three tries it
stopped verification until a person chose Retry.

**Expected behavior**
Core treats a Runner mismatch as temporary. A run retries without
blocking its task. A `verifying` agent checks again until the Runner
matches. Only a real `ai_connection_incompatible` result blocks the
task, with a notice that names the conflict.

**Steps to reproduce**
1. Use an agent on a plugin environment whose installed remote Runner
revision differs from the revision the plugin expects.
2. Wake the agent on a task, or put a new agent through verification.
3. The run fails with `setup_failed` and the task is blocked.
Verification parks after three tries.

**Paperclip version or commit**
master at 377e98f1a2.

**Deployment mode**
Authenticated deployment with a plugin environment that provides a
remote Runner.

## What Changed

- Plugin SDK: add `PluginEnvironmentTaskError` and
`ENVIRONMENT_TASK_ERROR_CODES` with one code,
`runner_revision_mismatch`. The worker RPC host sends it as structured
`environmentTask` error data with the schema
`paperclip/environment-task-error-code/v1`
(`environmentTaskErrorCodeData`, read with
`readEnvironmentTaskErrorCode`). This uses the same envelope method as
the other environment RPC errors. Core reads only the code, never the
message. The source refusal diagnostic from #19302 keeps its own schema
and API unchanged, and it takes precedence on a source `submit`.
- `executeEnvironmentTask` still replaces each worker error with a
generic error. After the #19302 diagnostic check, it now keeps only that
closed code.
- Run setup: a Runner mismatch before provider dispatch gets the error
code `runner_revision_mismatch`. Setup schedules a bounded retry with
its own reason, `runner_revision_wait`, and budget (10 attempts, 60 s
apart). The reason is in the same resource-wait lane as workspace and AI
connection waits, so a wait does not spend the failure retry budget. The
guards are the same as for `plugin_worker_unavailable`. Recovery and
legacy reconciliation treat the code like the other bootstrap-only
codes. `scheduleBoundedRetryForRun` uses the Runner wait reason and
budget for a mismatch run when a caller gives no reason, and the
recovery sweeper reports exhaustion from that budget
(`failedRunRetryBudgetSpent`). An answered interaction that hits a
mismatch also waits for the Runner, and its successor keeps the resolved
interaction continuation identity.
- Move the managed project auth classification from `heartbeat.ts` to
`classifyManagedProjectAuthFailure` in `run-preparation.ts`. Only a
found `ai_connection_incompatible` conflict becomes a configuration
failure. All other errors keep their own code.
- Recovery notices: `ai_connection_incompatible` now has its own notice
instead of the "secret/env bindings" text. An exhausted Runner wait gets
the notice "Remote Runner is out of date".
- Agent verification: the Runner probe and the managed project auth
precheck report a mismatch as a retryable check.
`assertHarnessTestPassed` maps it to the new lifecycle code
`runner_revision_mismatch`. That code never counts toward the
three-failure park. The agent checks again every 60 s and becomes ready
when the Runner matches.
- Document the error code in `doc/plugins/PLUGIN_ENVIRONMENT_TASKS.md`.

## Verification

- `cd packages/plugins/sdk && npx vitest run
tests/environment-task-error-code.test.ts
tests/environment-task-error.test.ts tests/worker-rpc-host.test.ts`: the
code crosses the real `environmentTask` RPC. A plain error with the same
message gets no code. Other methods get no envelope. The #19302
diagnostic tests still pass.
- `cd server && npx vitest run
src/services/heartbeat/run-completion.test.ts`: a fresh or wrapped
mismatch gets `runner_revision_mismatch` and the runner retry budget,
with no configuration failure. A started, untrusted (message only) or
native run keeps `setup_failed` with no retry. A real
`ai_connection_incompatible` stays `configuration_incomplete` with no
retry. Other errors, such as an unreachable execution host, are not
reported as an authentication conflict.
- `npx vitest run src/services/execution-recovery-attempt.test.ts`:
Runner waits do not change `failureRetries`, and earlier failures do not
shorten the wait.
- `npx vitest run src/services/heartbeat/retries.test.ts
src/modules/run-dispatch` (embedded Postgres): a recovery caller without
options gets the Runner wait budget and its exhaustion. An answered
interaction waits for the Runner, keeps its continuation identity and
does not spend failure retries.
- `npx vitest run src/__tests__/environment-task-runtime.test.ts`:
sanitization keeps only the code. No worker text or cause survives.
- `npx vitest run
src/modules/agent-lifecycle/__tests__/verification-retry.test.ts`
(embedded Postgres): a `verifying` agent keeps checking after five
mismatches. It never gets `retryRequired`. It becomes ready when the
next check passes.
- `npx vitest run
src/services/native-runtime/plugin-runner-probe-runner-mismatch.test.ts
src/__tests__/agent-harness-verification-remote.test.ts
src/services/recovery/stranded-notice.test.ts
src/services/recovery/service.pause-durability.test.ts
src/services/legacy-execution-recovery.test.ts`.
- `npx tsc --noEmit` passes for `packages/plugins/sdk` and `server`.
- One test in `src/__tests__/heartbeat-process-recovery.test.ts`
("redacts opaque environment-bound credentials from Sentry diagnostics")
fails on my machine. It fails the same way on the base commit without
this change.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them.

## Risks

- Low to medium. The change adds one new setup failure code and one
lifecycle code. Other failures keep their current behavior.
- A Runner mismatch must come from a plugin that throws
`PluginEnvironmentTaskError`. Until an environment plugin does that,
behavior is the same as today.
- The run retry budget is 10 minutes. If a Runner update takes longer,
the task goes to board recovery with the Runner notice.
- A remote Runner run without a managed AI connection reaches the Runner
check only after native dispatch. That configuration is not supported,
so this change does not handle it. Such a run keeps the native session
retry (3 attempts, 30 s apart).
- #19172 edits the same precheck call in `agent-environment-test.ts`.
Whichever PR merges second needs a small rebase. Keep the mismatch check
before its generic retryable check.

> 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 Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (code search, shell and test runs). Reasoning
mode: standard agentic coding.

## 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 5.5 <noreply@anthropic.com>
2026-11-05 14:34:23 -08:00
DottaandClaude Opus 5.5 4ece2107b8 fix(connections): offer aggregator Slack sign-in on Cloud instead of a customer OAuth app (#19328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connectors let people give agents tools, such as Slack, from the
Connectors catalog or from an agent's inline "Connect" card
> - On Paperclip Cloud, the only Slack path is "Slack needs its own
OAuth app". The user must create a Slack app, paste a callback URL, and
enter a Client ID and secret
> - Managed Slack chat setup exists, but it is behind the experimental
Chat connectors setting, which is off on Cloud. Composio's and Arcade's
managed Slack sign-in exists, but the native Slack row hides it
> - In an onboarding test on Cloud, a tester got this card from the
onboarding agent, spent 7 minutes on it, and declined it. No Slack
connection was made
> - This pull request follows the existing Google Workspace pattern: on
Cloud, a native connector whose every setup path needs a
customer-created OAuth app yields new setup to the aggregators' managed
sign-in, in the catalog and in agent connection discovery
> - The benefit is that Cloud users can connect Slack with a sign-in
instead of creating a Slack app

## Linked Issues or Issue Description

**What happened?**
On a Paperclip Cloud instance, the onboarding agent asked the user to
connect Slack. Connectors > Slack > Connect showed "Slack needs its own
OAuth app. Slack does not let Paperclip register itself automatically,
so this connector needs an OAuth app you create." The form asks for a
callback URL, a Client ID and a Client secret. It has no link to Slack
app settings. The method description said "Use the provider-hosted
connection for the quickest setup." The tester gave up. The original
notes said that the cloud connector asked for an HTTPS server. That is
not correct: no HTTPS or deployment-mode check is in this path. The real
blocker is the customer OAuth app requirement.

**Expected behavior**
Slack can be connected from the supported Cloud flow without setup steps
that only an operator can do.

**Steps to reproduce**
1. On a Cloud instance with Chat connectors off (the Cloud default),
open Connectors and search for "Slack".
2. Click Connect on Slack. The "needs its own OAuth app" form opens.
3. Or, let an agent call `connections_search("Slack")`. It returns
native `slack` first, and its card opens the same form.

**Additional context**
Evidence: the Slack gallery entry on the Cloud instance had
`ownershipAvailability` `platform_shared: false`, `platform_provisioned:
false`, `customer: true`. `GET
/api/companies/:id/chat-slack/setup-options` returned 403 "Chat
connectors are disabled".

## What Changed

- `packages/shared`: add `nativeConnectorRequiresCustomerOAuthApp(app,
settings)`. It is true when every available setup path of a native
connector needs a customer-created OAuth app: no Paperclip-managed
client, no dynamic client registration, and no enabled chat setup.
- `ui/src/pages/apps/Browse.tsx`: on Cloud, such a connector yields to
aggregators, the same as the built-in Google connectors. The catalog
shows the "Connect through Composio or Arcade" row, and its Connect
button opens the provider choice. A saved native connection, a chat
endpoint, Chat connectors on, a self-hosted instance, or no aggregator
route keeps the native row.
- `server/src/services/connection-intents.ts` and new
`connection-native-yield.ts`: agent `connections_search` uses the same
rule. On Cloud, it does not prefer native Slack for new setup, so the
agent asks the provider-choice question (Composio, Arcade or Zapier).
The rule applies the advertised Paperclip Cloud connector profiles, so
apps with a managed Cloud client (for example Asana) do not yield. If
the profiles cannot be read, the native connector stays.
- `slack.json`: correct the Slack tool method copy, which said "quickest
setup". Add a "register" console link to `https://api.slack.com/apps`,
so the form now shows "Open Slack app settings".
- Tests in all three layers.

## Verification

Red/green. I committed the tests first (`2386fd83df`) and ran them
against unchanged source code.

**Red (before the fix):**

```
server › aggregator connection fallback › Slack on Paperclip Cloud
× offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
AssertionError: expected [ 'slack', 'google-calendar', …(7) ] to deeply equal [ 'via:composio:slack', …(2) ]
+   "slack", "google-calendar", "google-docs", ...
Tests  1 failed | 3 passed | 45 skipped (49)

ui › Connectors landing page
× offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
AssertionError: expected 'SlackSend and read messages in your t…' to contain 'Connect through Composio or Arcade.'
Received: "SlackSend and read messages in your team's channels.Connect"
Tests  1 failed | 5 passed | 92 skipped (98)

shared › Slack tool connection guidance
× describes the customer-created Slack app honestly and links to Slack app settings
AssertionError: expected 'Use the provider-hosted connection fo…' not to match /quickest/i
Tests  1 failed | 3 passed (4)
```

**Green (after the fix):**

```
✓ server › Slack on Paperclip Cloud › offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
✓ server › Slack on Paperclip Cloud › keeps native Slack when Chat connectors provide its own setup path
✓ server › Slack on Paperclip Cloud › keeps native Slack for a company that already saved a Slack connection
✓ server › keeps native Slack on self-hosted instances, where operators register their own Slack app
✓ ui › offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
✓ ui › keeps the built-in Slack connector when Chat connectors offer its setup path
✓ ui › keeps the built-in Slack connector when the instance is self-hosted
✓ ui › keeps a saved built-in Slack connection on its native row on Cloud
✓ shared › describes the customer-created Slack app honestly and links to Slack app settings
✓ shared › flags Slack only while its chat setup is unavailable
✓ shared › does not flag connectors with a managed, dynamic-registration, or credential path
```

Neighbouring suites:
- `packages/shared` (all): 98 files, 1060 tests passed
- `ui` `src/pages/apps` + `src/features/connections`: 54 files, 980
tests passed
- `server` `connection-aggregator-fallback` 49/49,
`connection-intents-service`, `native-connection-baseline-fixture`,
`runner-connection-eval-fixtures` passed. `satisfied-connection-intents`
52/52 passed when run alone. It had a suite-setup error only when three
embedded-Postgres runs went in parallel.
- `pnpm check:token-gates`: clean. `tsc --noEmit` shows no errors in
changed files. Local runs show unrelated errors because the
`paperclip-runner` workspace package is not built. CI runs the full
typecheck.

Still needs a live Slack workspace to prove:
- Complete Slack sign-in through Composio or Arcade on a Cloud instance,
and an agent tool call to Slack.
- An agent run on Cloud that asks the provider-choice question for Slack
and then connects through the selected aggregator.

## Risks

- Behaviour change on Cloud only, for native connectors whose every path
needs a customer-created OAuth app and that an aggregator serves. Today
that is Slack (when Chat connectors are off), and Box and Xero if the
aggregator catalog has them. On Cloud, these move to the aggregator
route for new setup, the same as the built-in Google connectors. Saved
connections keep their native row and discovery.
- Cloud users who want their own Slack app can still open
`/apps/connect?source=slack`, but the catalog row no longer links to it
while the rule applies.
- Self-hosted instances keep the native connector unchanged.
- Follow-up, not in this PR: enable managed Slack chat on Cloud (Chat
connectors Cloud default and `PAPERCLIP_SLACK_MANAGED_SETUP_ENABLED`).
This is a flag and operations change. It needs the Cloud Slack broker to
be proven first. When it is enabled, this rule stops yielding Slack
automatically.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of a staging instance, file
editing).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:12:45 -06:00
DottaandPaperclip 15249a689d fix(server): preserve sessions across cosmetic sandbox updates (#19349)
## Thinking Path

> - Paperclip manages agent work and saves provider sessions between
turns.
> - Session and workspace compatibility include the selected environment
revision.
> - The managed sandbox reconciler also updates names, descriptions, and
stock metadata.
> - Those cosmetic updates advanced the revision even when the execution
configuration stayed the same.
> - A later turn therefore discarded an otherwise compatible saved
session.
> - This pull request keeps that revision stable for cosmetic
reconciliation and retains resets for real configuration changes.

## Linked Issues or Issue Description

Related: #18943 and #18552.

**What happened?**

A managed sandbox rename or description update made a later task turn
start a fresh provider session. The driver, provider, snapshot, and
agent configuration could all remain unchanged. Both session and
workspace freshness use the environment's `updatedAt` as its
configuration revision.

**Expected behavior**

Cosmetic managed reconciliation preserves compatible task sessions.
Actual sandbox configuration or availability changes retain the normal
replacement checks.

**Steps to reproduce**

1. Create a managed sandbox and save a task-session fingerprint for it.
2. Reconcile the same sandbox configuration with a new name,
description, or managed metadata.
3. Evaluate the saved session against that environment. Before this fix,
the decision resets the session and reports the environment category.

**Paperclip version or commit**

Reproduced on master `d3713d827f70ddba63a323e57c562384dbd648ba`.

**Deployment mode**

Managed sandbox server. The regression uses an isolated PostgreSQL
database and the actual reconciler and session-freshness resolver.

## What Changed

- Keep the existing revision for an active managed sandbox when its
execution configuration stays equal.
- Continue advancing the revision when configuration or availability
changes.
- Retain activity records and managed-stock binding updates for cosmetic
reconciliation.
- Add a regression that checks session reuse, audit history, and
rejection after a real snapshot change.
- Document the freshness contract.

## Verification

- The new PostgreSQL regression failed before the production change: it
reported `reset: true` and changed category `environment`.
- All 53 environment-service cases pass after the fix.
- All 190 session-freshness and assembled heartbeat session-preparation
cases pass.
- Full local typecheck passes. The full local Vitest run remains active,
with its local build queued afterward. Initial typecheck setup failures
were retained and resolved by repairing generated SDK links; no source
workaround was added.
- [Full current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/42114984839)
passes, including the sharded test suites and build: 55 successful
checks, 3 skipped, and 1 neutral.
- Greptile and Ponytail both reviewed this commit at 5/5 with no
findings. No review threads remain unresolved.
- Deployed verification remains pending normal delivery. No pinned
release or manual rollout is required.

## Risks

- Cosmetic managed reconciliation keeps `environments.updatedAt`
unchanged, so it does not reorder that environment by this timestamp.
Activity records and managed-resource bindings still record the update.
- The comparison uses canonical configuration hashes, so JSON property
order cannot hide a real change or create false drift.
- Existing fingerprint formats and saved session records remain
compatible. Real configuration and availability changes still advance
the revision.

## Model Used

OpenAI GPT-6 through Codex desktop, with reasoning and terminal/browser
tools. The host does not expose a more specific deployment suffix 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>
2026-11-05 16:03:30 -06:00
DottaandClaude Opus 5.5 da3084a05d fix(recovery): do not race a just-accepted interaction's own continuation wake (#19332)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask humans for decisions through thread interactions, such as
a plan approval
> - When a human accepts an interaction, the accept route enqueues a
continuation wake for the agent
> - A recovery sweep also re-wakes the agent when an accepted
interaction appears to have no continuation
> - The sweep can read the issue in the short gap between the accept and
the accept-time wake, so it queues a second continuation for the same
approval
> - That redundant wake carries the interaction receipt, so the composer
queue shows an immutable "Accepted: <plan>" item that the user cannot
edit or discard
> - This pull request makes the sweep wait a short grace window after
resolution before it treats an accepted interaction as stranded
> - The benefit is that one approval produces one continuation, and the
queue state agrees with the approval

## Linked Issues or Issue Description

No public issue exists. This bug was found in a hands-on onboarding test
on a staging cloud workspace.

**What happened?**
After the user approved the plan, a queued item stayed in the composer
queue. The user could not edit or discard it. The same item stayed.
Approval did not create a new item each time.

Evidence from the staging workspace (wake diagnostics and run records):
- The plan approval resolved at 17:42:05.692.
- The accept-time wake and its run were created at 17:42:05.992. That
run delivered the approval and succeeded at 17:42:51.
- The recovery sweep (`source: issue.interaction_continuation_recovery`)
requested a second wake for the same approval at 17:42:06.201. Its
`retryOfRunId` fell back to the interaction's source run. This shows
that the sweep saw no run after the resolution, so it read the issue
before the accept-time wake existed.
- The redundant wake was deferred behind later runs and a busy shared
workspace. It ran only at 18:19. During that time, `GET
/issues/:id/queued-comments` returned it as an immutable interaction
entry ("Accepted: Approve storefront prototype plan").

**Expected behavior**
One accepted interaction produces one continuation. A delivered approval
does not stay in the composer queue.

**Steps to reproduce**
1. An agent asks for plan approval on a task.
2. A user accepts the plan.
3. The stranded-issue recovery sweep runs within the moment between the
accept and the accept-time wake enqueue.
4. The sweep queues a second continuation that carries the same
approval. The composer queue shows it as an uneditable item until that
duplicate run finishes.

## What Changed

- `server/src/services/recovery/service.ts`: the accepted-interaction
recovery branch now skips the requeue while the interaction resolved
less than `INTERACTION_CONTINUATION_RECOVERY_GRACE_MS` (2 minutes) ago.
The check applies only when no successful run has delivered the
interaction yet. All other recovery branches for the issue keep their
behavior.
- The skip reports the grace deadline through `onDeferredDeadline`. The
sleep-aware recovery scheduler then rechecks the issue at that deadline,
so a lost accept-time wake still recovers without another write.
- `server/src/__tests__/heartbeat-process-recovery.test.ts`: two
regression tests.
- `does not race a just-accepted plan approval before its accept-time
wake is visible` reproduces the staging race and is the red/green test.
It also asserts that the skip registers the deadline, and that a sweep
after the deadline requeues the approval.
- `does not requeue an accepted plan approval whose accept-time wake is
deferred behind another run` guards the deferred accept-time wake case.
This test already passed on `master`.
- `dispatches the onboarding first task once the user answered the
opening card` now seeds an answer 3 minutes old instead of "now". The
test checks that a lost continuation is requeued. An answer inside the
grace window is not yet lost, so the older seed keeps the test's intent.

Related: the Slack connector cancel bug from the same onboarding test (a
stuck steering item after the user declined the connector) is likely the
same redundant plan-approval wake. At 17:52:10, right after the decline,
the item still queued was a retry of this duplicate wake (it carried the
plan approval, not the Slack interaction). This PR removes the
duplicate, so it most likely covers that symptom too. That bug has its
own investigation.

## Verification

Red, on `master` code with only the new tests added:

```
$ cd server && npx vitest run src/__tests__/heartbeat-process-recovery.test.ts -t "plan approval"
     × does not race a just-accepted plan approval before its accept-time wake is visible 1029ms
 FAIL  src/__tests__/heartbeat-process-recovery.test.ts > heartbeat orphaned process recovery > does not race a just-accepted plan approval before its accept-time wake is visible
AssertionError: expected 1 to be +0 // Object.is equality
 Test Files  1 failed (1)
      Tests  1 failed | 3 passed | 411 skipped (415)
```

Green, with the fix (the final commit also checks the registered
deadline and the requeue after it):

```
$ cd server && npx vitest run src/__tests__/heartbeat-process-recovery.test.ts -t "plan approval"
 Test Files  1 passed (1)
      Tests  4 passed | 411 skipped (415)
```

Neighbouring interaction-recovery tests on the final commit (`-t "plan
approval|accepted interaction|answered question|answered interaction"`):
9 passed and 1 failed. The failing test, `schedules bounded retries for
failed accepted interaction continuation wakes`, is a timing flake. It
uses a resolution time in March 2026, so the grace window does not apply
to it. It failed 3 of 3 runs with the original `service.ts` on the same
machine under load, and it passed 1 of 2 runs with the fix.

- `pnpm --filter @paperclipai/server... typecheck`: passes.
- `-t "onboarding first task|plan approval"` on the final commit: 8
passed.
- CI runs the full `heartbeat-process-recovery` suite in the serialized
server shards.

## Risks

- Low risk. If an accept-time wake is really lost, recovery now re-wakes
the agent up to 2 minutes later than before. The sweep already runs on
an interval, so this adds at most one sweep of delay.
- The grace window does not change behavior when a successful run
already delivered the interaction.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, file edits, browser inspection of the staging
workspace API).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 15:47:46 -06:00
DottaandClaude Opus 5.5 2bd2e650fe fix(connections): let agents outside a grant request scoped access to large catalogs (#19327)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use company app connections, such as GitHub, through
`connections_search` and `connection_request`.
> - A per-user OAuth connection is shared only with the agent that
requested it. Other agents must request their own scoped access.
> - In a hands-on onboarding test, the CEO agent connected GitHub. A
Frontend Engineer hired earlier did not get access. It asked for access
and got a refusal that it could not act on.
> - The engineer then reported "no GitHub access" while the CEO reported
"GitHub is connected". The user saw this as inconsistent and unreliable.
> - This pull request makes the refusal actionable. It also makes an
agent with existing access get `ready`.
> - The benefit is that each agent can request, and then accurately
report, its own access to a connection.

## Linked Issues or Issue Description

**What happened?**

An onboarding test on staging connected GitHub through the CEO agent's
connection request. The grant was delegated and installed only for the
CEO. The Frontend Engineer (hired two minutes earlier) called
`connection_request({ service: "github" })` and then
`connection_request({ service: "github", connectionId })`. Both calls
returned 422 `Specify the tools needed for this task (up to 20)`. The
GitHub catalog has 46 active tools. The refusal gave no tool names.
`connections_search` gave `connectionId: null` for that agent. The agent
told the user that it had no GitHub access. The CEO said GitHub was
connected.

**Expected behavior**

Each agent accurately reports, and can request and use, the connector
access granted to it.

**Steps to reproduce**

1. Connect a per-user GitHub connection (more than 20 indexed tools)
through agent A's connection request.
2. Assign a task that needs GitHub to agent B, which existed before the
grant.
3. Agent B calls `connection_request` with `service: "github"`.
4. The call fails with the bare "up to 20" message, and agent B cannot
find the tool names to request.

**Deployment mode**

Paperclip cloud (staging).

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Additional context**

Root cause from the staging evidence:

- Connection `GitHub` (oauth, `credentialPolicy: per_user`, 46 active
tools). One user grant. Delegations and installs: CEO at 17:45, Frontend
Engineer at 18:18.
- Frontend Engineer run, 17:53–18:10: git push logged `GitHub
capability_missing`. Two `connection_request` calls returned the 422
above.
- The engineer found the names through `call_api` later and filed a
scoped card at 18:10. The user approved it at 18:18. After that, the
engineer had access.
- The grant scope is intentional: a per-user grant is not shared
automatically with other agents. The defect is the dead-end refusal, not
the scope.
- Repository creation after the grant (a separate onboarding report) is
not in this PR.

## What Changed

- `server/src/services/connection-intents.ts`: when a scoped access
request needs more than 20 tools, the 422 now names the eligible
connection id and lists its indexed tool names (first 100). It tells the
agent to retry with only the needed names. No access is granted.
- `server/src/services/connection-intents.ts`: a request without
`toolNames` from an agent that already has allowed tools on the
connection now reports `ready`. Before, it demanded a grant for every
remaining catalog tool.
- The guessed-tool-name path keeps its existing 20-name bound.
- `server/src/__tests__/connection-intents-service.test.ts`: a
regression test that reproduces the staging setup. The setup is a
per-user GitHub grant shared with the CEO only, 46 tools, and an
engineer outside the grant.

## Verification

Red (test added first, service unchanged):

```
pnpm --dir server exec vitest run src/__tests__/connection-intents-service.test.ts -t "hired before a GitHub grant"

 FAIL  connectionIntentService > lets an agent hired before a GitHub grant request the access the grant left out
AssertionError: expected 'Specify the tools needed for this tas…' to contain '6c2d6faf-e059-4578-9ac4-8a5fbd81ecfa'
Expected: "6c2d6faf-e059-4578-9ac4-8a5fbd81ecfa"
Received: "Specify the tools needed for this task (up to 20)"
 Tests  1 failed | 24 skipped (25)
```

Green (after the fix; the same test):

```
 Test Files  1 passed (1)
      Tests  1 passed | 24 skipped (25)
```

The test checks these steps:
1. The engineer's search gives `needs_user_action`.
2. The refusal names the connection and the needed tools
(`create_repository`, `push_files`).
3. The scoped retry creates a card.
4. The user approves the card.
5. A plain `connection_request("github")` gives `ready` for that
connection.

During development, an intermediate version of the fix failed step 5 of
the same test. That failure caused the second change.

Neighbouring suites:
- `connection-intents-service.test.ts`: 25 passed.
- `connection-aggregator-fallback.test.ts`: 45 passed. This includes the
bounded guessed-name recovery tests.
- `satisfied-connection-intents.test.ts`: 52 passed. Its `afterAll` hook
times out locally after 30 s. This also occurs on unchanged master code,
so it is not caused by this change.

`tsc --noEmit` for `server` gives no errors in the changed files. The
local workspace had other errors because some workspace packages were
not built. CI runs the full typecheck.

## Risks

- Low risk. The refusal message is longer, and it lists up to 100 tool
names. It lists names only for a connection that the requesting identity
is already eligible to use (same check as before).
- Behaviour shift: an agent with partial access that asks without
`toolNames` gets `ready` and no new access card. To get more tools, the
agent must name them. This matches the tool description ("pass
connectionId and the exact required toolNames").
- No schema, API shape, or permission change. No access is granted
without human approval.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use (shell, browser inspection of the staging run history, 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 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 15:41:08 -06:00
Nicky LeachandPaperclip 9a79384958 Relay bounded Runner source refusal diagnostics (#19302)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - An environment plugin can submit a Runner continuation from a
retained source.
> - The host can refuse that continuation when its source is unverified
or has an unresolved operation.
> - The worker and Core currently discard that bounded reason.
> - Raw provider errors can contain credentials, text or foreign
identities.
> - This pull request relays only a closed diagnostic and keeps the
existing admission and redaction rules.

## Linked Issues or Issue Description

Refs #19134 and #19157. This independent fix is based on master. A
search found no duplicate relay.

**What happened?**

A source submit can receive HTTP 409 with `SESSION_STATE_UNAVAILABLE`.
The worker drops its structured data. Core then replaces the error with
a generic message. The caller cannot distinguish the two known
diagnostic reasons safely.

**Expected behavior**

Carry only the fixed status, code and reason through SDK worker RPC and
Core. Keep all provider text and identities out of the relayed error. A
diagnostic must not authorize a retry or change state.

**Steps to reproduce**

Submit an authorized retained source through a task provider. Have the
provider throw the recognized state-unavailable error. Read the error
after worker RPC and Core dispatch.

## What Changed

- Export `PluginEnvironmentTaskErrorDiagnostic`,
`environmentTaskErrorData` and `readEnvironmentTaskErrorDiagnostic`.
- Accept only `httpStatus: 409`, `errorCode:
"SESSION_STATE_UNAVAILABLE"` and reason `"unresolved_operation"` or
`"source_state_unverified"`.
- Attach the versioned envelope only to an environment task `submit`
with `resumeFrom`. Replace its provider message with a fixed message.
- Revalidate and reconstruct the closed error in Core. Keep other
failures under the existing generic redaction.
- Document older SDK behavior and the diagnostic-only boundary. No
grant, retry, discard, lifecycle or admission rule changes.

## Verification

- Rebased head `7d02bb3e4c` includes master’s UI fixture fix from
#19342. The sole conflict was in the worker integration test imports. It
now imports both the physical-task result schema from #19300 and the
diagnostic reader and RPC error type from this PR. The 39 SDK/worker
cases and 57 Core/runtime cases passed, including PostgreSQL worker
integration. The SDK build and Runner/server TypeScript checks passed.
[Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/42111889388)
passed without retries. All 56 check-rollup entries were green,
including Snyk and Socket; [standard Greptile review
2](https://github.com/paperclipai/paperclip/pull/19302#issuecomment-6665823815)
scored this exact head **5/5**, with zero unresolved threads. The PR was
marked ready on November 5 at 21:37 UTC.

- Both new worker relay cases fail against the baseline worker and pass
with the fix.
- 46 SDK/worker cases passed, including both reasons, malformed/foreign
envelopes, extra identities, unsafe getters and non-source operations.
- 51 Core/runtime cases passed. The integration uses real SDK
serialization and dispatch with PostgreSQL through the existing
authorized retained-source submit. It verifies both reasons, malformed
RPC rejection, extra-field removal, preserved source outcome and
existing dispatch bookkeeping. A valid envelope on an ordinary submit or
status stays generic.
- Runner and SDK builds and server TypeScript check passed. An initial
Runner build lacked its eval-kernel build prerequisite; it passed after
that prerequisite was built.
- The first expanded DB fixture used a shared environment name and
failed its unique constraint. It now uses its unique fixture ID; both
complete focused files pass.
- Diff and added-line secret scans passed. [GitHub workflow
42083410387](https://github.com/paperclipai/paperclip/actions/runs/42083410387)
passed on its second attempt. All CI checks completed, and Snyk passed.
Standard Greptile scored exact head `38559ec4df8c` 5/5 with no
unresolved threads. That result applies to the previous head.
- The first GitHub attempt failed in the unchanged concurrent-budget
case in `decision-models.test.ts` (one provider call observed, two
expected). That exact case passed locally without code or assertion
changes. The workspace shard also passed 4,960 tests before the
unchanged CLI company import/export fixture exceeded its 30-second
child-server startup wait. No port-collision cause is claimed; that
fixture deliberately reserves the requested port. Both initial logs are
retained. One failed-job-only retry passed without source changes.

## Risks

Older SDKs keep the generic failure. The envelope is diagnostic evidence
only. Provider operation and call identities are never accepted.
Specific user-visible operation reporting must use Core's retained event
or receipt under its existing authority.

Master does not contain the new claimed predecessor orchestration. This
PR tests the existing retained-source submission boundary. It does not
claim the #19157 source recovery or old-journal end-to-end
qualification. Runtime pins and deployments remain separate.

## Model Used

OpenAI GPT-6.1 Sol (`gpt-6.1-sol`), high reasoning. Used repository
tools, TypeScript, SDK RPC and real PostgreSQL tests.

## 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 described the issue in-PR using the bug template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change
- [x] I have run the focused tests locally and they pass
- [x] I have added tests for the new behavior and rejection paths
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no unresolved findings
- [x] I will address reviewer comments before requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 13:38:55 -08:00
DottaandClaude Opus 5.5 00c7738513 fix(task-chat): keep messages sendable after a declined connection request (#19331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task chat composer shows a queue of saved input that waits for
the agent's next turn
> - When a person declines a connection request (for example Slack), the
server queues a read-only receipt so the agent learns the outcome
> - The composer showed that receipt with its raw JSON receipt in hover
text, and the receipt hid the person's next message
> - The next message could not be edited, discarded, or sent, so the
chat looked stuck after a simple "Decline"
> - This pull request shows a readable status for receipts and keeps the
person's own later messages visible and actionable
> - The benefit is that declining a connection resolves cleanly and the
conversation continues

## Linked Issues or Issue Description

**What happened?**
During an onboarding test on staging, a person declined the agent's
"Connect Slack" request. A queued steering item then stayed above the
composer. It could not be edited. Its hover text showed raw JSON.
Sending the next message produced an error.

**Steps to reproduce**
1. Give a task to a Paperclip runner agent whose run is active or waits
on a busy workspace.
2. Let the agent request a connection, then decline it.
3. See the queued item "Rejected: Connect Slack". Hover it: the title is
the full JSON receipt.
4. Send another message. The message never appears in the queue. Its row
controls stay disabled. Send or Interrupt on the receipt queue returns
`409 This queue does not support interruption`.

**Expected behavior**
A declined connection request resolves cleanly. It shows a readable
status. The next message can be sent.

**Evidence (staging wake diagnostics for the test task)**
- 17:52:09: the decline wake for the Slack request. It stayed deferred,
was never claimed, and was skipped at 18:21.
- 17:52:10: a later retry wake for the plan-approval continuation.
- `GET /issues/:id/queued-comments` projects the oldest matching wake.
From 17:52 to 18:21 the composer showed the Slack receipt.

Refs: related to the separate plan-approval queued-message fix, which
changes the recovery sweep. This PR only touches the queue projection
and the receipt label.

## What Changed

- `server/src/services/queued-interaction-response.ts`: add
`queuedInteractionSummary()`. A receipt now has one readable line, for
example `Declined: Slack connection`, `Connected: GitHub connection`, or
`Accepted: Build the app`. The entry `source.summary` carries it. The
steering body for the agent still includes the typed JSON receipt.
- `server/src/routes/issues.ts` (`findQueuedCommentWake`): a queued
user-message wake now takes precedence over a receipt wake. A receipt
shows only when it is the only queued input. The receipt wake itself is
unchanged and is still delivered to the agent.
- `server/src/modules/wake-queue/adapters/postgres.ts`
(`findExistingDeferredWake`): skip interaction-receipt wakes when a new
message picks the deferred wake it merges into. Before, the receipt was
the oldest deferred wake, the merge was skipped, and every later message
started its own wake. Only the first message then appeared in the queue.
Receipts still never absorb user input.
- `packages/shared/src/types/issue.ts`: add the optional `summary` field
to `IssueQueuedCommentEntry.source`.
- `ui/src/components/task-chat/TaskChatQueuedMessages.tsx`: add
`queuedMessageLabel()`. The row text, the hover title, and all
aria-labels use the summary. They never use the raw steering body.

## Verification

Red/green tests were written first and run against the unchanged code.

New tests:
- `server/src/__tests__/issue-queued-comments-routes.test.ts`
- `shows a declined connection receipt as a readable status, not its
JSON`
- `keeps the next message visible and actionable after a declined
connection (running run | stopped run)`: declines Slack, posts the next
message, and asserts that the queue lists that message with
`canEdit`/`canDiscard`, that the discard works, and that the receipt
wake is still pending for the agent.
- `queues every later message together after a declined connection
(legacy run | stopped run)`: two messages after a decline both appear in
one editable queue, and the receipt wake keeps no message ids.
- `ui/src/components/task-chat/TaskChatQueuedMessages.test.tsx`
- `shows a declined connection request as readable text, never its raw
JSON receipt (BUG-08)`

**Red (unchanged code):**
```
server: × shows a declined connection receipt as a readable status, not its JSON
        AssertionError: expected { kind: 'interaction', …(3) } to match object { …, summary: 'Declined: Slack connection' }
server: × keeps the next message visible and actionable after a declined connection (running run)
server: × keeps the next message visible and actionable after a declined connection (stopped run)
        AssertionError: ["Declined: Slack connection"]: expected undefined to match object { canEdit: true, canDiscard: true }
        (the queue lists only the receipt; the new message is missing)
        Tests  3 failed | 85 skipped (88)
ui:     × shows a declined connection request as readable text, never its raw JSON receipt (BUG-08)
        AssertionError: expected 'Reorder queued message: Rejected: Con…' not to contain '{'
        Tests  1 failed | 23 skipped (24)
```
An exploratory probe on the unchanged code also showed the send error on
this path: `POST /queued-comments/interrupt` on the receipt queue with a
running native run returns `409 {"error":"This queue does not support
interruption"}`. The exact UI text that the tester saw was not
available.

Second commit (review follow-up), unchanged `findExistingDeferredWake`:
```
server: × queues every later message together after a declined connection (legacy run)
        AssertionError: expected [ Array(1) ] to deeply equal [ …(2) ]
        Tests  1 failed | 1 passed | 88 skipped (90)
```
With the change: `Tests  2 passed | 88 skipped (90)`.

**Green (with this change):**
```
pnpm --filter server exec vitest run src/__tests__/issue-queued-comments-routes.test.ts
  Test Files  1 passed (1)   Tests  90 passed (90)
server: heartbeat-comment-wake-batching + src/modules/wake-queue
  Test Files  11 passed      Tests  322 passed (322)
server: retry-scheduling, wake-diagnostics, question-response-delivery, comment-wake-batching, dot-runner, responsible-user-invariant, stale-queue-invalidation, queued-comments routes
  Test Files  8 passed       Tests  357 passed (357)
pnpm --filter ui exec vitest run src/components/task-chat/TaskChatQueuedMessages.test.tsx src/lib/issue-queued-comment-queue.test.ts
  Test Files  2 passed (2)   Tests  31 passed (31)
server: question-response-delivery, connection-intents-service, satisfied-connection-intents
  Test Files  3 passed       Tests  199 passed (199)
```
A first full run of the route file hit a 30s `beforeAll` timeout while
embedded Postgres started on a loaded machine. One new stopped-run case
was also flaky, because the agent could dispatch the new message before
the assertion. I fixed the flake: the test now occupies the agent on
another task (`maxConcurrentRuns: 1`), which is the existing pattern in
this file. I confirmed again that this test fails without the route fix.

Typecheck: `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui
typecheck` pass. `pnpm check:token-gates`: all gates clean. I did not
run the full `pnpm test:run` or `pnpm build` locally. CI runs them.

## Risks

- Behavior change: when a receipt and a user message wait at the same
time, the composer now shows the message queue. The receipt is no longer
shown there until it is the only queued input. The receipt wake and its
delivery do not change. The resolved card in the thread still shows the
outcome.
- The first line of the steering body for connection receipts changes
from `Rejected: Connect Slack` to `Declined: Slack connection`. The JSON
receipt for the agent does not change.
- Out of scope (unchanged on master, reproduced without any receipt):
while a native run is running, each new message gets its own queued run,
and the queue shows only the first one. Messages that join a
`scheduled_retry` run's context also do not appear in the queue
projection.
- Overlap: the plan-approval queued-message fix (BUG-03) changes the
recovery sweep, not this code. Both fixes touch the same symptom area.
They do not edit the same functions.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of staging, 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 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 21:03:37 +00:00
b929ad43de fix: keep dependency waits neutral and explain GitHub access failures (#19315)
## Thinking Path

> - Paperclip manages agent work and shows users what can move it
forward.
> - Task status and tool approval cards describe different parts of that
work.
> - A queued dependency wait has no provider attempt to retry.
> - GitHub can reject an approved action while other connection tools
still work.
> - These cases showed a false Retry banner and an unhelpful provider
error.
> - This pull request keeps dependency waits neutral and gives GitHub
access failures a direct repair path.

## Linked Issues or Issue Description

Related: #19268 preserves pending Retry preparation and current failure
causes.

**What happened?**

A queued wake cancelled by the dependency gate appeared as a failed
attempt with Retry. A GitHub MCP permission denial appeared as raw HTTP
error text after an approved repository action.

**Expected behavior**

Keep the task's dependency state. Show GitHub access failures with a
clear explanation and a link to the selected connection's Permissions
page. Preserve actual failures, provider details, and approval gates.

**Steps to reproduce**

1. Queue a wake, then leave its task dependent on unfinished work before
dispatch.
2. Open the task after the dependency gate cancels that wake.
3. Separately approve a GitHub action whose MCP result contains `403
Resource not accessible by integration`.
4. Reopen the saved tool approval.

## What Changed

- Recognize both queues' unstarted dependency-wait receipts in
cancellation provenance and task projections. No dispatch or recovery
gate changes.
- Classify GitHub's specific permission error after MCP result
normalization. Keep result validation, the raw diagnostic, and working
tools available.
- Apply the same display code to both historical GitHub error codes.
Identify the provider from company-scoped connection metadata, including
renamed apps, without rewriting stored decisions.
- Show a token-based inline access card with **Manage GitHub access**
and collapsed **Error details**.
- Give agents trusted recovery steps after an approved GitHub action
fails. Keep provider text in the untrusted result and prevent automatic
replay.
- Add regressions, a production-component Storybook case, and
execution/connector documentation.

## Verification

- Red before the fix: cancellation provenance, dependency-wait
projection, the real queue cancellation, approved MCP failure
classification, saved interaction projection, and the error card
assertions failed at the expected behavior.
- Green focused tests: queue cancellation, one ready-task executor,
approval-before-dispatch, one failed GitHub request, connection reuse,
retained provider diagnostics, saved interaction reads, task list/detail
projection and redaction.
- UI: 106 component tests passed. Token gates and Storybook catalog
checks passed.
- `node scripts/typecheck-low-memory.mjs`: passed.
- Local source instance: verified a saved dependency wait stays neutral
after reload; a saved GitHub error shows repair guidance, expands its
original error, and opens the correct connection Permissions page.
PostgreSQL and HTTP APIs were real. The GitHub denial was a controlled
MCP fixture; no account or provider permission changed.
- `pnpm build`: passed for all workspace packages, the Runner binary,
server, CLI and UI. The server build and all server typecheck layers
also passed after the review repair.
- Additional safety checks passed for realistic repository arguments,
active recovery, failed Retry preparation, and bounded provider
diagnostics.
- Review repair: 45 pure tests and 7 PostgreSQL cases passed. These
cover both historical error codes, renamed apps, and
company/provider/application identity boundaries. A second local browser
check verified the renamed app, retained error detail, and correct
Permissions destination.
- Final review regressions: the dispatcher and metadata cases failed
before the repair. Afterward, 25 focused cases and 59
projection/identity cases passed, including connection-key precedence.
The native wait and app-only GitHub source also passed a local browser
check.
- The historical read adds at most one connection query per interaction
read batch. It selects IDs and the provider key only and runs only for
candidate permission failures. It adds no provider requests.
- Full local `pnpm test:run` stopped at the chat suite's `afterAll`
cleanup timeout. All 268 assertions in that group and the three prior
chat groups passed. The failure is retained here; it is not counted as a
full-suite pass. CI passed on `e8a692e1e2` after one workspace-startup
rerun. Fresh CI is pending for the combined head. Its first workspace-a
attempt timed out in the CLI company import/export test's child-server
startup wait; 4,968 UI tests and 287 CLI tests passed in that job. The
same shard passed on the preceding commit. The workspace shard passed on
its one rerun. All other test, build and browser jobs passed. The [first
failure](https://github.com/paperclipai/paperclip/actions/runs/42093823928/job/127478869941)
is retained in the Actions history. Greptile reviewed the preceding head
at 5/5. Fresh review is pending for the combined head.

## Risks

The GitHub classifier matches the documented permission-denial phrase,
not every 403. Rate limits, missing resources and other providers retain
their existing error behavior. Historical normalization affects display
only. A dependency cancellation needs an unstarted run and a supported
queue receipt; current user gates, Retry preparation and recovery remain
authoritative. No schema migration or credential changes.

## Model Used

OpenAI GPT-6, through the Codex agent. The exact runtime model ID and
context-window size are not exposed in this session. Used reasoning,
repository tools, TypeScript, PostgreSQL, MCP fixtures and browser
verification. The parallel agent-recovery commit records Anthropic
Claude Opus 5.5 as co-author.

## 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 described the issue in-PR using the bug template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change
- [x] I have run the focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open findings
- [x] I will address reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 20:55:34 +00:00
DottaandClaude Opus 5.5 22281d4b3a feat(task-chat): approve harness-proposed plans (Codex plan mode, Claude ExitPlanMode) (#19291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run through the native runner. Codex and Claude Code each
have their own plan mode, and each produces a proposed-plan document.
> - Paperclip already has a planning work mode, an issue `plan`
document, and a `request_confirmation` approval gate for plans.
> - These parts were not connected. The Codex proposed-plan item was
transcript text only. The server path never put Codex into plan mode.
Claude was never put into plan mode, and its ExitPlanMode plan was
dropped. A planning run could close its task as done with no approval.
> - This pull request turns a harness's own proposed plan into the
issue's Plan document and the existing approval gate, for Codex and
Claude.
> - The benefit is that users approve or send back the agent's real plan
from the task chat. Approve resumes the agent. Request changes sends the
reason back to the agent.

## Linked Issues or Issue Description

Refs #19252

**Subsystem affected**
Native runner provider events (Codex and ACPX Claude), the runner Codex
provider (Rust), server native plan synchronization, and the task chat
UI.

**Problem or motivation**
Codex and Claude both produce a proposed-plan document in their native
plan mode. Paperclip did not use it. In live tests on the server path, a
Codex planning run was not in Codex plan mode, saved its own
`implementation-plan` document, and marked the task done without
approval. Claude planning runs were not in Claude plan mode, and the
ExitPlanMode plan text never reached Paperclip.

**Proposed solution**
Add a canonical `plan.proposed` event for a harness's proposed plan. Put
Codex and Claude into their native plan mode for planning runs. Save a
completed proposal as the issue `plan` document with the existing
`request_confirmation` gate. Agents can also propose a plan on a
standard task; the work mode stays standard.

**Alternatives considered**
Reuse `plan.updated`. Its schema is the within-turn checklist and is not
the durable Plan document, so a separate event keeps the two clear.
Stronger prompt text without native plan mode. Live tests showed that
the model kept its own document workflow.

**Roadmap alignment**
This reuses the issue plan document, planning work mode and approval
gate that already exist. It adds one canonical provider event.

## What Changed

- `packages/paperclip-runner/protocol/schemas/*`: add the
`plan.proposed` event (`paperclip.plan.proposed.v1`: `proposalId`,
`status`, `markdown` up to 60k characters, `source`). Regenerate the
schema bundle, validators and manifest.
- `packages/paperclip-runner/src/provider-events.ts`: map the Codex
`plan` item and a `<proposed_plan>` block in a completed Codex message
to `plan.proposed`. Add `claudePlanProposalEvent`.
-
`packages/paperclip-runner/runner/crates/runner-core/src/codex_provider.rs`:
send Codex's native `collaborationMode: plan` on `turn/start` for a
read-only (planning) Codex run. Before this change the server path never
sent it.
- `runner-core/src/acpx_event_payload.rs`: admit `plan.proposed` as ACPX
rich display activity.
- `drivers/acpx/codex-runtime-adapter.ts`: set Claude Code to native
plan mode for a read-only run. Capture Claude's ExitPlanMode plan from
its permission request, record it, and decline the native "Ready to
code?" prompt.
- `drivers/acpx/codex-acpx-driver.ts`, `cli/acpx-runtime-sidecar.ts`:
emit the captured proposal as a rich event. Complete that turn instead
of reporting it as cancelled.
- `backends/codex-native-backend.ts`: per-harness plan-mode
instructions, and a short opt-in hint for Claude on standard tasks.
- `server/src/services/native-runtime/native-session-executor.ts`:
synchronize a completed `plan.proposed` into the `plan` document and a
`request_confirmation` in planning and standard mode. Do not change the
issue status during the run (that revoked the run's lease). The run
finalizer turns the pending confirmation into the review wait.
- `server/src/services/heartbeat-run-summary.ts`: keep a
`<proposed_plan>` block out of the posted reply.
- UI: new `plan_proposal` provider family. The task chat shows a live
"Writing plan" card while a proposal streams and a one-line record when
it completes. Resolved plan reviews keep a receipt ("Approved Plan v1",
"Requested changes to Plan v1: reason"). Plan previews skip section
headings.
- Storybook: `Tasks and conversations/.../Task chat/Proposed plan
approval` shows the journey.
- `doc/SPEC-implementation.md`: describe harness-proposed plan approval.

## Verification

- `cargo test -p paperclip-runner-core --lib` (new:
`read_only_codex_turns_use_native_plan_collaboration_mode`)
- `cd packages/paperclip-runner && npx vitest run
src/provider-events.test.ts
src/drivers/acpx/codex-runtime-adapter.test.ts`
- `cd server && npx vitest run
src/__tests__/native-plan-proposal-sync.test.ts
src/__tests__/heartbeat-run-summary.test.ts`
- `cd ui && npx vitest run
src/components/transcript/native-run-events.test.ts
src/components/task-chat`
- Live test on a local worktree instance with real harnesses:
- Codex (`gpt-5.6-sol`), planning task: Codex asked one question, then
produced a native plan item. The task showed Plan v1 with Approve plan /
Request changes and moved to in review. Approve changed the work mode to
standard. Codex then implemented the plan and its tests passed.
- Codex, Request changes with a reason: Codex woke in planning mode and
produced Plan v2 that includes the change.
- Claude (`claude-opus-5-5`), planning task: Claude was in plan mode.
ExitPlanMode became Plan v1 and the turn completed. Approve resumed
Claude in standard mode, and Claude implemented the plan.
- Claude, standard task that asks for a plan first: Claude stopped
before code changes and asked for plan approval. The work mode stayed
standard.
- Storybook: open `Proposed plan approval` and check each stage.

## Risks

- Codex planning runs now really use Codex plan mode on the server path.
Codex can ask a clarifying question before it proposes. This matches
Codex plan mode.
- Claude planning runs now use Claude plan mode. A declined ExitPlanMode
ends the Claude turn; the runner reports it as completed. Claude's tool
row for that request records a rejection from Claude's side.
- Codex does not stream the proposed plan on the server path yet, so the
live card shows a placeholder until the plan completes.
- A `<proposed_plan>` block in any completed Codex message on a standard
task now asks for approval. This is the documented opt-in path.

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

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with
tool use (shell, file edits, browser). Long context. No extended
thinking mode was used.

## 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
- [ ] 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 5.5 <noreply@anthropic.com>
2026-11-05 20:53:33 +00:00