Commit Graph
26 Commits
Author SHA1 Message Date
DottaandPaperclip 9b4beff72b merge: preserve status-card and recovery producers in the review stack
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-30 20:24:40 -05:00
DottaandPaperclip c74f5f12ba Retain moved receipt deadlines and wake released execution gates
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-30 19:45:15 -05:00
DottaandPaperclip 4af412eaea refactor: drive status-card evaluation from committed work
Move generation sequencing into a feature-owned deadline worker and retain persisted evaluation, eligibility and relative-search obligations. Add transactional producer hints and initial PostgreSQL acceptance coverage; follow-up completes the producer audit and remaining lifecycle gates.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-30 17:25:18 -05:00
ba07f85cad perf: schedule agent timers from durable deadlines (#17876)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/58/changes/paperclip/58
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent timers must start due work and preserve queue admission rules.
> - The server woke their scan on every heartbeat interval, even with no
eligible timer.
> - Idle scans keep the database and instance active.
> - This pull request derives the next deadline from saved policy and
work records.
> - Supported producer transactions notify the shared coordinator when
eligibility changes.
> - An idle timer worker stops scanning and resumes when real work or a
deadline requires it.

## Linked Issues or Issue Description

Refs #17863. This is slice 63 of the recurring-work migration and
follows the merged issue-monitor deadline PR.

Related: #16632 changes timer issue scope; #16881 changes live-run
eligibility. This PR preserves the current admission policy. Those
policy changes are separate work. A future time-sensitive predicate must
expose its next transition deadline.

**What existing behavior does this improve?**

Agent timer heartbeat scheduling in the server.

**Current behavior**

A recurring heartbeat wakes the timer scan even when companies are
paused, timers are disabled, or no actionable task exists.

**Proposed behavior**

Register the earliest eligible interval or positive daily-cap reset
deadline. Re-read on supported producer commits and startup. Leave no
recurring database scan when no timer obligation remains.

## What Changed

- Keep policy and deadline calculation in the heartbeat queue.
Scheduling retains company, reporting-chain, worktree, and CAS gates.
- Use the existing deadline coordinator. Remove only the timer wake from
the server heartbeat loop.
- Notify before existing transaction writes that change eligibility or
deadlines. Cover configuration, lifecycle, company budgets, task
ownership, recovery, conversations, accounting corrections, and
completion.
- Use the lifecycle status-change hook for saved hire rejection. Cover
checkout's second adoption transaction after an initial failed CAS.
- Preserve pending work through idle and maintenance drains. Check
cancellation between due agents. Reconstruct on restart.
- Document the supported writer model and producer inventory. Add no
schema, table, or provider branch.

## Verification

- **1,710 passing cases across 49 complete files**, no skips, on
accepted source `32db86c1974dcbf794f01a8c5e42024e2ad071fc`. Coverage
includes real timer policy/CAS/producers, monitor and shared deadline
consumers, native reconstruction, Slack lifecycle,
skills/settings/configuration, queue isolation and agent lifecycle.
- Database build, production server typechecking/build, module
boundaries, target migration order and Runner profile identity pass.
Twenty-nine fresh PostgreSQL 17 schemas plus per-file fixtures applied
all 412 journal entries through index 413; all selected source hashes
and temporary fixture imports were restored exactly.
- Four new deadline composition cases verify future/overdue timing,
minimum scan spacing and disarming. A controlled mutation dropping only
the inherited continuation option fails; the composed source passes with
identical assertions and timers.
- Normal parent reconciliation preserves task-drain expiry and both
deadline contracts. The final monitor-parent publication changes only
its audit, preserving every qualified runtime and selected test source.
- Historical failures and review corrections remain in [the timer
audit](doc/idle-agent-timers.md). No full local repository-suite, live
provider, measured suspend/wake, external-alarm or fleet-savings claim.
Final-head CI/security, exact-head Greptile 5/5 and actionable Ponytail
findings remain separate merge gates.

## Risks

- Process-local notifications cover supported service/API writers in one
server process. Direct SQL and independent replicas need an explicit
ingress contract. Startup reconstruction is not live cross-process
notification.
- Notifications can batch for up to the configured heartbeat interval.
Known deadlines retain their scheduler path; failed reconciliation
retains bounded retry.
- Enabled timers without an actionable-work requirement remain real
recurring obligations. Zero caps require policy changes; positive
reached caps use UTC midnight.
- The timer fixture substitutes adapter enqueue. Existing admission
tests also pass, but this is not deployed provider or sleep
qualification.
- Cloud does not gain legacy agent timer alarms in this PR. Existing
sleep-safety blockers remain. No database/host suspension or fleet
savings claim is made.
- Parent-stack CI and review must pass before merge. This PR does not
authorize merging its dependencies.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
normal Git merges, composition proofs, a controlled red/green regression
and complete PostgreSQL integration suites. No subagents were used in
this reconciliation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 08:58:27 -05:00
0f6f0a3fee fix(server): schedule issue monitors without heartbeat polling (#17863)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/56/changes/paperclip/56
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue monitors save a future check on an existing issue.
> - The heartbeat timer still scans monitors on every tick, even when
none are due.
> - The saved deadline and claim already provide durable scheduling
state.
> - This pull request gives monitors their own deadline worker and
connects state changes to it.
> - Idle monitor work stops querying. Existing admission and recovery
rules remain in force.

## Linked Issues or Issue Description

Refs #17840, #16325. Related: #17171 addresses rearming a monitor after
its admitted run fails. This PR changes when monitor inspection runs and
follows the merged routine prerequisite.

**What existing behavior does this improve?**

Issue-monitor scheduling and idle database use.

**Current behavior**

Heartbeat ticks call the combined agent and monitor sweep. The existing
next-deadline query only retains future monitors. Polling covers overdue
leftovers, stale claims, and changes that make a saved monitor eligible.

**Proposed behavior**

Use the shared deadline worker. Retain overdue work with bounded
retries. Wake after committed changes to monitor state, issue
eligibility, company state, or native ownership. Keep legacy agent ticks
separate for the next slice.

## What Changed

- Add monitor-specific sweep and deadline methods to the existing
scheduling owner. Keep the manual combined method.
- Include overdue work and the strict five-minute claim fence. Exclude
active native owners until their state changes.
- Register monitors with the shared deadline worker. Heartbeat ticks
wake only the legacy agent timer worker.
- Connect direct issue-state writers and existing execution-control
notifications to monitor work. Checkout uses a short transaction around
its existing CAS. Provider work stays outside it.
- Add real database lifecycle tests and retain routine, startup,
admission, execution-control, and native-projection coverage.
- Record the obligation, producer inventory, recovery behavior, and
limits in `doc/plans/2026-10-27-issue-monitor-sleep-audit.md`.

## Verification

- **1,233 passing cases in 35 complete files**, no skips, on accepted
source `c24aadfc91e9394d73c799f9e05fc67202160557`. Coverage includes
real monitor scheduling/admission, native settlement, committed
producers, retained routines and all shared deadline consumer
integration suites.
- Database build, production server typechecking/build, module
boundaries, target migration order and Runner profile identity pass.
Twenty-four fresh PostgreSQL 17 schemas plus per-file fixtures applied
all 412 journal entries through index 413; every selected source hash
and temporary fixture import was restored exactly.
- Normal parent reconciliation preserves master's admitted-wake result
and scoped issue deletion while keeping committed monitor notifications.
All other paths match the automatic merge; packages remain byte-exact to
the qualified parent. The final routine-parent publication changes only
its audit.
- Historical failures and corrections remain in [the monitor
audit](doc/plans/2026-10-27-issue-monitor-sleep-audit.md). Old
delegated-Slack rate and Runner drain CI failures are retained; the
current inherited clock fixture and package source are byte-identical to
merged #17835. Fresh final-head CI remains required.
- No full local repository-suite, live provider, deployed suspend/wake,
external-alarm, production-load or fleet-savings claim. Final-head
CI/security, exact-head Greptile 5/5 and actionable Ponytail findings
remain separate merge gates.

## Risks

- A missing producer notification can strand a monitor after polling is
removed. The audit covers ordinary writes, direct status/assignment
writers, recovery, and native ownership changes.
- The writer model is process-local. Independent SQL writers and other
replicas need a supported notification or reconciliation contract.
- Overdue work uses the configured heartbeat interval as a retry floor
for the monitor worker. New notifications during that backoff wait for
its next pass. Normal state-change bursts coalesce for one second.
- Notification fanout can inspect monitors during other active work. An
unchanged idle subsystem has no recurring monitor scan.
- The legacy agent timer still polls. Cloud sleep proofs and external
alarm coverage are unchanged.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
ordinary Git merges, composition proofs, PostgreSQL fixtures and
complete local integration suites. No subagents were used in this
reconciliation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 08:40:56 -05:00
df6156c2e3 fix(server): wake native status reassessment from committed changes (#17709)
## Thinking Path

> - Paperclip manages agents, tasks and their durable native results.
> - Changed evidence, task authority or review retirement can require a
new status assessment.
> - Periodic orphan recovery repeatedly reads history to find these
changes.
> - This change gives reassessment an owner driven by committed changes
and saved deadlines.
> - Existing result, assessment, decision and task rows remain durable
truth.
> - The status committer still verifies current sources and authority
before writing.
> - Settled or insufficient evidence becomes quiet until a supported
producer changes it.

## Linked Issues or Issue Description

Refs #17702 (merged), #17679 and #17680. This is slice 50, now based on
master. It owns native status reassessment; workspace settlement,
retained sessions and other orphan duties remain separate.

**What happened?**

Periodic recovery repeatedly inspects completed native results. Removing
that scan without complete writer coverage or current authority checks
could strand new evidence or commit an old result over newer work.

**Expected behavior**

Reassess from existing durable facts after relevant outer transactions
commit. Retain real retry/lease deadlines and restart/drain recovery.
Preserve current authority, quality-review and supersession checks. Make
no recurring SQL when work is settled or dormant.

**Steps to reproduce**

Complete a native result awaiting evidence or review, leave it idle,
then approve a real work product or retire the selected automatic
review. Its saved result should advance once when authorized, or record
the existing nonterminal business gate, without a periodic scan.

## What Changed

- Extract reassessment and its pure status policy from finalization
recovery into their owning modules. Add a scoped worker using the
existing delivery coordinator and scheduler; no queue table or migration
is added.
- Retain the three durable discovery triggers: changed work-product
history, authoritative task status/version, or retirement of the
selected automatic completion review. Preserve selected-source,
ownership, effects, retry and lease fences under the existing committer.
- Notify from actual task/work-product, claim release, approval,
interaction, OAuth, event evidence and workspace-settlement owners
before their transaction writes. Keep provider calls outside short
transactions and nested writes behind outer commit.
- Scope ordinary milestone/finalization/coalesced-input wakes to an
issue/run. Keep genuine company authority restoration explicit. Real
Photon and coalescer regressions cover all three response/status queues.
- Move the current parent's required quality policy into the owner and
apply it to every reassessment that could complete a task. An unmet
review records the existing in-progress decision and next action,
avoiding an operational retry loop. Preserve conversation/session reset
locks and the workspace omission-barrier signal.
- Skip reassessment in periodic recovery while preserving
explicit/startup recovery and the historical supersession guard before
independent workspace work. Document the source contract, producer
inventory, failures and qualifications in the linked audit.

## Verification

- Broad source `9fddb3f0b1157df32b64fb1f22e9d6e9624470e8` passes **2731
distinct cases in 28 complete files**, with no skips: 2458
producer/owner/authority/workspace/quality cases in 394.43 seconds and
all 273 governed-response cases in 53.74 seconds. Nineteen dedicated
fresh PostgreSQL 17 databases migrate through 0413; eighteen
embedded-only invocations preserve fresh-per-call isolation through the
existing recovery helper. All 22 temporary imports restore exactly and
all 28 hashes match.
- Final runtime source `5ea3b0fd016bf7e63ba82a7044825a46a0cd2082` passes
**1211 cases in five complete affected files** in 108.23 seconds after
the narrowly reproduced evidence-trigger fix: all 43 worker, 145 corpus,
32 finalization-recovery, 968 native-session and 23 quality-review
cases. Four fresh databases plus the quality helper's own fresh fixture
use PostgreSQL 17. Its one adapted import restores exactly; all five
hashes match. The other 27 broad-run test files are unchanged. These
qualifications are source-scoped and not cumulatively double-counted.
- Required/optional real regressions reproduce retry loops on
retired-review and evidence-approval paths before repair; both become
SQL quiet afterward with unchanged assertions/time limits. Controlled
removal of only ordinary scope guards reproduces two coarse-hint SQL
failures; exact guard restoration passes. Real producer, outer
transaction, claim, authority, 103-item backlog, retry and drain cases
pass. Photon transport is mocked; callbacks, locks and observed SQL are
real.
- Normal merges preserve 12661 parent/unrelated entries, 35 owned
entries and 21 automatic shared results, with five original conflicts
reviewed explicitly. The parent's actual squash reconciliation preserves
the entire held child tree. The final quality fix changes only its owner
and tests. Fourteen added comments are removed with identical nontrivia
tokens; no directives are removed and the final comment check is empty.
- Database build, server types/build, boundaries and exact-head
migration order pass. The database tree is identical to merged #17702:
no new SQL, queue table or snapshot is generated. Earlier benchmarks,
host limitations, failed assertions and their repairs remain in
`doc/plans/2026-10-26-native-status-reassessment-sleep-audit.md` and
`doc/idle-native-status-reassessment.md`.
- This qualifies targeted external PostgreSQL behavior, not embedded
bootstrap on the semaphore-exhausted host, a full local repository
suite, deployed sleep or measured fleet savings. Fresh exact-head CI and
review remain required.

## Risks

- Notifications retain the process-local supported-writer contract.
Independent SQL writers and uncoordinated replicas are not covered by a
new transport.
- Reassessment competes with current authority changes. Existing
row/source locks and retries remain required; arbitrary missing
identities have no row to lock, so this is not a general predicate-lock
guarantee.
- Discovery pages 100 rows but retains outstanding candidates in memory.
It remains proportional to backlog size, and cancellation occurs between
queries.
- Other orphan/workspace/session duties and Cloud sleep eligibility
remain unchanged. Missing supported producer coverage could strand
dormant work, so the producer audit and real callback/transaction tests
remain part of acceptance.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution and PostgreSQL tests. The runtime does not expose a more
specific serving snapshot 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 (targeted scope is stated
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 03:40:01 -05:00
ec3b558277 fix(server): schedule accepted native response recovery (#17696)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs store accepted results and their finalization decisions.
> - A completed run can still owe its public answer after an
interruption.
> - Periodic recovery scans for that answer even when no new work
exists.
> - This pull request wakes recovery from committed changes and saved
retry deadlines.
> - The existing owner still verifies the result, source, and current
publication authority.
> - Settled or dormant response work no longer needs its own periodic
scan.

## Linked Issues or Issue Description

Refs #17690 (merged). This is slice 48 of the sleep migration stack, now
based on master. Related: #17661 handles GitHub terminal publication;
this change handles native accepted-response presentation.
Governed-review presentation remains a separate duty.

**What happened?**

Native finalization recovery repeatedly checks already accepted results
for a missing answer. Removing that check without complete notifications
would lose responses when evidence arrives late, an agent resumes, or
admission settles after execution.

**Expected behavior**

Recover the answer from its saved result when a supported change makes
it eligible. Retain real retry deadlines. Stop querying when the answer
is selected or cannot currently be published. Reconstruct work after
restart.

**Steps to reproduce**

1. Commit a native accepted result with no selected response comment.
2. Run finalization recovery while its source is unavailable or locked.
3. Restore that source or release the lock. The answer must appear once
without repeating provider execution.

## What Changed

- Honor recorded non-create decisions and skip-comment policy in both
discovery and recovery. Apply durable conversation/result/continuation
guards before recovery locks. Preserve genuine unanswered and legacy
recovery.
- Scope routine response wakes to the affected issue/run. Coalesced
input names its active run; pending-effect settlement names its issue.
Sixteen existing global authority/configuration hooks use one explicit
company invalidation boundary. No new transaction wrappers or tables are
added.
- Add an accepted-response worker using the existing delivery
coordinator and scoped deadline helper. Preserve saved retry deadlines
and pending-effect fences under the owner's lock.
- Share the finalization notification boundary. Wake on finalization
settlement, exact accepted-result/final-message evidence, agent
availability, retry admission, and existing chat authority changes.
- Keep lifecycle policy in services. A narrow pre-write status hook lets
lifecycle retain ownership of its transaction and status transitions.
- Register the worker during enabled maintenance startup. Remove its
authority subscription on shutdown. Periodic replay skips this duty on
both committed and fresh-commit paths; ordinary finalization and
explicit recovery retain their behavior.
- Add a partial index and expression statistics for unpresented native
runs. Migration 0412 supports concurrent replay and adds no queue table.
- Add real PostgreSQL and lifecycle coverage. Preserve the
implementation and producer audit in the plan document.

## Verification

- Additional real Photon callback acceptance on the published production
code disproves the security warning: ten active assertions cause zero
response-recovery hints/SELECTs, while three concurrent assertions
during an actual attention-to-active recovery cause exactly one
wake/SELECT. The existing locked status guard already enforces this
boundary. No production change was needed; the resolved finding now has
a successful current-head security check. The regression will be
retained with the next slice.
- Eligibility repair source `892f36e5f66ba1af123034936a7160c64c3ab883`
passes **1489 distinct server cases**: 1139 in six complete
recovery/finalizer/monitor/summary/workspace suites (81.02 seconds),
plus 350 selected chat cases (297.68s). Another 1463 chat cases are
outside the pattern; the complete 1813-case file is not claimed. All
eleven new regressions are included in that count. Five dedicated fresh
PostgreSQL 17 databases migrate through unchanged 0412, with no
fixture-source adaptations. Database build, server types/build,
boundaries and full-SHA migration ordering pass. All seven test source
hashes match.
- The exact published baseline first fails eight behavioral assertions
while the three genuine-answer cases pass. The same corrected test
source passes all eleven after repair: recorded none/reuse remain
suppressed; five ineligible history families take zero recovery row
locks across repeated issue hints; missing/legacy/create-null answers
still publish once; fresh periodic finalization defers presentation to
its worker. Earlier fixture setup and variable/compiler failures remain
explained in the audit, rather than erased by later success.
- Repair source `2fc8b0614aaf9ac7337045de4ced7325f95edc45` passes **1821
server cases**: 1496 in 13 complete producer/lifecycle/authority suites
(110.63 seconds), plus 325 selected chat cases (278.99 seconds).
Coverage includes all native-session cases, queue admission, status
decisions, membership/board access, the complete GitHub workflow,
accepted-response lifecycle and real authority restoration. The other
1477 chat cases are outside this selection; the complete 1802-case file
is not claimed for this repair run.
- Actual PostgreSQL regressions first reproduce a coalesced-input hint
missing its run scope and two routine hint paths producing 12
response-history SELECTs each after three notifications. The same
assertions pass with run-scoped coalescing and zero response-history
SELECTs for unscoped routine hints. Actual membership restoration still
publishes the waiting response once. Assertion time limits are
unchanged; this measures real driver SQL and persisted producer work.
- Eleven dedicated fresh PostgreSQL 17 databases migrate through 0412.
One embedded-only wake-queue fixture import temporarily uses its own
external database and restores byte for byte. All 14 selected source
files match pre-run hashes. This qualifies external-database behavior
rather than reproducing embedded CI locally.
- Master advanced independently with #18126's Pi archive retry fix.
Normal merge `2a535bc61259ef99387369e8b32498f774e5ba2c` preserves both
complete binary patches. All accepted server/database/UI/test/CLI trees
stay identical; the three independent runner installer/manifest files
are retained. All 13 installer tests pass, including stalled header/body
cancellation. Combined server types/build, boundaries and full-SHA
migration order pass. A subsequent normal merge of #18128 at
`e8b78cce5bb557b086bee9ca930eeaab1d09b244` retains its three test-only
file changes with both complete patches preserved. The changed HTTPS
backfill case passes on a fresh PostgreSQL fixture (1 selected case; 178
outside the pattern), and combined types/build, boundaries and migration
order pass again. All 14 repair source hashes remain unchanged. The
independent browser fixture changes are preserved; no local browser run
is claimed.
- The earlier source `9feec170ef8174011fc3c5d3d6d76f0a0f39fea0` passed
the 4171-case full baseline before this scope repair. That scope is
preserved in the audit rather than represented as a current full rerun.
All 0412 database bytes remain unchanged: original concurrent
index/statistics/ANALYZE, prior executable history, journal entries and
retained snapshots. Five snapshots 0408 through 0412 remain. The
populated 0411-to0412 upgrade preserved 410 prior receipts and 38
companies, appended one receipt and none on replay; index/statistic
checks passed.
- The earlier P2 security failure, Greptile's former conditional
dependency on #17702, and the subsequent actual Ponytail eligibility
findings are recorded in
`doc/plans/2026-10-25-native-response-presentation-sleep-audit.md`. This
PR now includes the issue-scoped pending-effect notification fix itself,
so it is independently correct before #17702. Fresh published-head CI,
Greptile 5/5 and a clean security scan remain required. No
deployed-sleep, external-wake or fleet-savings claim is made.


## Risks

- The writer contract is process-local. Independent SQL writers and
other replicas are not covered by these notifications.
- Unpresented backlog reconstruction still has memory and time cost
proportional to candidate count. Pages contain at most 100 rows;
execution uses the shared fair batch. Selected history is excluded.
Health-only signals do not trigger reconstruction.
- Publication policy remains with its current owner. Digest, company/run
binding, source authorization, selected-answer suppression, and
ownership fences remain required.
- The rest of native recovery and governed-review presentation still run
separately. This PR does not relax Cloud sleep eligibility or add
external wake coverage.
- The stack parent has merged and its actual ancestry is reconciled.
This publication still needs fresh current-head CI and review.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution, and PostgreSQL tests. The runtime does not expose a more
specific model identifier or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 02:31:20 -05:00
DottaandPaperclip 4e715eb7ea fix(server): schedule historical unsafe export recovery (#17687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs can retain accepted results after an unsafe workspace
export fails.
> - Historical recovery can retire an old notice or resume the accepted
result without another provider turn.
> - The periodic reaper repeatedly scans failures that cannot currently
recover.
> - Existing rows and committed changes can identify the actual recovery
obligation.
> - This pull request wakes recovery from those changes and retries only
owed work.
> - Dormant history becomes quiet while ownership and explicit operator
decisions remain protected.

## Linked Issues or Issue Description

**What happened?**

The native finalization reaper repeatedly visits historical unsafe
workspace-export failures. Cancelled tasks, newer runs, changed
contracts, and explicit operator decisions can make those rows
permanently ineligible. They still produce periodic database reads.

**What did you expect?**

Retire stale unsafe-export notices and recover eligible accepted
results. Stop reading dormant history until a relevant committed change
occurs. Keep a retry while a real obligation is blocked by ownership or
a transient failure.

**Steps to reproduce**

Retain an unsafe-export terminal failure whose task is cancelled or
superseded. Leave the instance idle after startup. The periodic reaper
continues reading that history.

Prerequisite #17680 is merged into master. Related: #14402 established
safe export finalization; #14329 was an earlier historical recovery
proposal. #17679 owns separate policy-review cleanup. This PR changes
only historical unsafe-export scheduling and its producers.

## What Changed

- Register a scoped worker through the existing coordinator and
scheduler. Remove this duty from periodic reaping. Preserve the
manual/startup recovery entry point.
- Distinguish stale notices, eligible accepted results, dormant history,
and concrete ownership contention. Reuse the existing mutation owner and
lock order. Preserve explicit settlement vetoes and exact
result/contract identity.
- Signal relevant task, run, action, and deletion writes before they
commit. Existing transaction boundaries handle nested commits and
uncertain outcomes. Notifications contain only scope IDs.
- Retain a retry only for owed work. Reconstruct work at startup,
preserve drain/resume, and stop through the shared lifecycle.
- Add concurrent, idempotent partial index migration 0410 for unsafe
terminal failures. Keep the five newest generated schema snapshots.
- Document producer coverage, query plans, supported writer boundaries,
and test failures in the unsafe-export audit.

## Verification

- Source `2a13dd08a6cc52f0adab09e3df9ce31e97b746b9` passes all 2188
cases across 24 complete files, without skips. The main selection passes
2129 cases in 192.58 seconds; safe-replacement passes 59 in 26.04
seconds. Coverage includes all 968 native-session cases, real
export/action producers, explicit continuation, workspace
reconstruction, interaction routing, Stop, queue and Slack consumers.
The audit gives per-file counts.
- Twenty separate fresh PostgreSQL 17 databases migrate through 0410
before setup. Four embedded-only fixture imports temporarily use their
own external database on this IPC-exhausted host, then are restored byte
for byte. Assertions and timing limits stay unchanged. This is qualified
external-database acceptance, not an unmodified embedded CI run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. Normal integration preserves the
complete original runtime/schema patch and unrelated upstream blobs.
Original concurrent index SQL, all prior executable history, journal
entries and retained snapshot bytes are unchanged; five snapshots 0406
through 0410 remain. Added comment removal preserves the full
non-comment TypeScript token streams.
- A populated 0409-to0410 upgrade preserves all 408 prior migration
receipts and 38 companies. It appends exactly one receipt; replay adds
none. The index is valid and ready on fresh and upgraded databases.
- The owning audit retains earlier fixture failures, skipped checks and
notice-retirement regression history. Older combined stack checks retain
their original scope in their owning audits. Actual parent
`73d24aa5acfcf17b3f676b4da7cd05eb70b60b99` is reconciled through a
normal merge. Its tree equals the reviewed ancestor and the complete
accepted child tree is unchanged. Fresh published-head CI and Greptile
5/5 remain required. No deployed sleep, fleet-cost or live provider
qualification claim is made.

- Inherited prefix correction: current integration
`8f43c9f81fac23b50997e7f0e1d0d9cf383a8109` changes only two values in a
previously unselected corpus fixture. All production code, the complete
package tree and all 24 accepted test files remain byte-identical to the
2188-case source above. The additional complete 72-case corpus passes in
14.00 seconds and again on the same database in 13.08 seconds. Retained
PSC/OUT and sentinel rows remain unchanged. The repeat is not
double-counted. The parent audit retains the original collision and
rejected cleanup attempt.

- Latest parent context: integration
`4d51231abe8b68c21ce896d0d2ac16865978c8ab` carries only the parent's
one-argument GitHub observation correction and an independent master
cleanup assertion. All production code, packages, 24 accepted suite
files and the additional corpus are unchanged. The two focused
native-presentation cases pass in 15.14 seconds and the complete
cleanup-removal suite passes all six cases in 8.31 seconds on two fresh
0410 PostgreSQL fixtures. This does not claim the full parent workflow
was rerun here.

Current head `b28399babac72ba9db1c4a4ef882c5e87aded38c` has passing CI
and Greptile 5/5 with no actionable findings. The first CI attempt lost
runners: fourteen jobs explicitly received simultaneous shutdown
signals, two reported lost runner communication, and two aggregate gates
failed downstream. One failed-job retry on unchanged source passes. The
underlying host shutdown cause remains unconfirmed; no code fix or extra
retry is claimed. [CI run and
attempts](https://github.com/paperclipai/paperclip/actions/runs/40819408528).
No Ponytail verdict is present.

## Risks

- A missing future producer can delay dormant-history discovery until
restart. The audit names current producers. Independent SQL writers and
other server processes remain outside the process-local signal contract.
- Physical ownership and uncertain operations retain retries. Time alone
does not authorize taking workspace ownership. No provider turn or
unsafe archive retry is added.
- The recovery owner remains authoritative if state changes after
discovery. Terminal UI status does not authorize resource destruction or
accepted-result replay.
- The partial index adds matching-row write/storage cost. It builds
concurrently through the existing restart-safe migration runner.
- This proves the changed worker becomes quiet. It does not prove host
suspension, external wake coverage, or fleet cost savings. Other sleep
migrations remain. This slice still requires fresh current-head CI and
reviews.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning and code-execution tools.
The exact serving model ID and context-window size are not exposed in
this session.

## Checklist


- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 00:13:22 -05:00
DottaandPaperclip 5f0da562db fix(server): wake chat lifecycle milestones from committed changes (#17606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected chats show safe notices when a run starts, waits,
finishes, or fails.
> - A recurring scan projected these notices even when no eligible work
existed.
> - Eligibility depends on committed run state, conversation lineage,
and current authority.
> - Existing database rows can reconstruct that work after restart.
> - This PR wakes a scoped worker from those writes and removes
lifecycle polling.
> - Native progress events keep their separate existing owner until the
next migration.

## Linked Issues or Issue Description

**What happened?**

The chat maintenance timer repeatedly scanned run lifecycle state. Empty
and settled instances still queried the database. A run-status event
alone cannot replace the scan: prompt receipts, continuation receipts,
identity changes, and restored authority can make a run eligible later.

**What did you expect?**

Committed changes wake projection. Startup reconstructs eligible work. A
completed pass stops until another relevant change arrives. Failed work
retains recovery without scanning settled history forever.

**Steps to reproduce**

Configure an automatic chat endpoint. Finish its work, or leave it
unused. Observe recurring lifecycle projection queries from the chat
maintenance callback.

Stacked on #17592. Related foundation: #15625. This PR owns lifecycle
milestones only.

## What Changed

- Preserve upstream coalesced Cloud membership writes together with
locked membership restoration and its committed chat notification.

- Signal milestone eligibility from the real Slack account-link
transaction.

- Register the lifecycle worker with the existing delivery coordinator.
Remove lifecycle projection from the periodic chat callback. Keep native
progress in a separately named lane and preserve the explicit combined
API.
- Reconstruct company/issue scopes from the existing selector. Drain
bounded batches with company fairness. Retry failures, retain writes
through drain/resume, and disarm settled work.
- Signal from supported run, presentation, interaction, receipt,
lineage, conversation, recovery, and authority writers. Preserve their
transaction ownership, including nested savepoints and uncertain
settlement. No new table is added.
- Preserve provider authorization, authored-final suppression,
responsible-user continuity, deduplication, the 24-hour selection
window, and raw-output restrictions. Keep provider interpretation in its
owner.
- Preserve PostgreSQL timestamp precision in lifecycle pagination.
Rejected submillisecond candidates must not repeat the same page and
starve later notices.
- Document producer coverage and alternate-writer dispositions in
`doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md`.

## Verification

Published head: `1d056f68c5b1005933b9e12de8745bf1c4cbeeca`, targeting
master after #17592 merged at
`7d75ae0569e41786640cf09647ae8849411d2f22`. A normal merge integrates
the actual landed parent. The entire 77-path milestone patch is
binary-identical to the locally verified preparation across that
ancestry reconciliation; both unrelated master paths are preserved. The
four earlier producer/test integration conflicts retain scoped milestone
and voice notices, current onboarding completion admission, and expanded
identity query/read-scope coverage.

- **330 distinct selected cases pass on the verified unchanged patch:**
305 across 14 complete suites (all five milestone worker suites, run
identity, board claim, Cloud provisioning, auth session routes, Cloud
actor authentication, stale-lock recovery, GitHub credentials, project
Git authorization, and app admission wiring), plus 25 selected real chat
producer cases. The remaining 1,590 chat integration cases were skipped,
not passed.
- The real producer cases cover saved milestone discovery, GitHub and
Slack identity changes, account-link rollback/reconfirmation, ordinary
ingress reactivation, post-close action/delivery receipt settlement, all
ten authority-restoration paths including Cloud synchronization, and
changed native review metadata.
- Worker coverage verifies outer commit, rollback, uncertain-write
recovery, restart, bounded batching/fairness, timestamp precision,
retries, drain/resume, and settled SQL quiet. Authorization and existing
publication deduplication remain with their owning services.
- Server production typechecking, build, and module-boundary checks
pass. The tests above were executed separately. Production typechecking
excludes `src/__tests__` and does not replace those runs. Each database
owner uses its own newly created and app-migrated PostgreSQL fixture.
- [Current-parent acceptance and preserved failure
ledger](https://github.com/paperclipai/paperclip/blob/1d056f68c5b1005933b9e12de8745bf1c4cbeeca/doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md#current-parent-integration-and-acceptance-october-28)
records commands, counts, producer scope, conflict dispositions, and
limits. Earlier combined-stack counts and failures keep their original
revision scope; local acceptance does not erase old CI failures.
- No new migration, queue table, dependency, workflow, or shared
scheduler contract is introduced. Parent migration 0397, bounded consent
recovery, voice cleanup/retention repairs, and runner checkpoint
restoration remain present.
- **Exact-head Greptile is 5/5 and all 55 current checks are clean.** No
Ponytail review is present, which is an explicitly authorized
nonblocker; no failing review is waived. Older reviews and parent checks
are not current passes. Actual failing Ponytail findings must be fixed;
an absent/stopped/paused turn without a verdict is an authorized
nonblocker. Active unfinished Ponytail uses its original request/start
timer, with a 25-minute monitor cutoff respecting the user's 30-minute
maximum.
- No complete local repository matrix, live provider tenant, external
alarm, physical host/database suspension, or fleet savings claim is
made. Native progress remains a separate following slice.

## Risks

- A future eligibility writer must notify the existing projection
boundary. Independent SQL writers or another active server process are
outside this process-local signal contract.
- Authority and lineage remain sensitive. The worker uses the existing
selectors and publication policy; it does not grant execution or
disclosure authority.
- Native progress and other publication maintenance still have recurring
work. This PR removes one reason, not the entire chat maintenance timer.
- Worker quiet does not prove database suspension, host sleep, or
external alarm coverage. Cloud sleep blockers remain unchanged.
- Merge eligibility requires passing current-head CI and Greptile 5/5
after this actual-master reconciliation. Subsequent stack slices retain
their own gates.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and
context-window size are not exposed. Used repository inspection,
reasoning, shell execution, PostgreSQL tests, browser E2Es and GitHub
tools.

## 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 available in this session)
- [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 the documented focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:07:54 -05:00
DottaandPaperclip e93732c3d4 fix(server): deliver voice replies from commits and saved deadlines (#17578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Phone calls receive approved answers from the existing chat
publication queue.
> - The chat maintenance timer checks for voice replies every second,
including when no reply is ready.
> - A reply can be saved before its publication commits. An early wake
alone can miss that final transition.
> - Existing session, reply, publication, and action rows already record
delivery and recovery work.
> - This pull request uses committed changes and saved deadlines to
drive phone reply delivery.
> - Empty reply queues become quiet while authorization, ordering, and
uncertain-send protection remain in place.

## Linked Issues or Issue Description

Stacked on #17576. Related delivery infrastructure: #15625. Related
voice connection work: #11418.

**What existing behavior does this improve?**

Background phone reply delivery and recovery of abandoned dispatch
intents.

**Current behavior**

Chat maintenance calls voice reply delivery every second. It also scans
old dispatch intents. Publication transport starts a direct push before
the final publication commit. The timer masks that timing gap.

**Proposed behavior**

Committed publication, reply, session, and configuration changes wake
the shared coordinator. Ready replies drain in bounded passes. Saved
rate-limit and dispatch-expiry deadlines retain recovery. An empty queue
or a permanent delivery barrier has no recurring reply scan.

**Reason and benefit**

Remove recurring SQL from idle phone reply delivery without dropping
replies, replaying uncertain sends, or adding a queue table.

**Breaking changes**

No API or schema change. Explicit manual recovery remains available.
Inbound admission cleanup, history retention, and reports remain on
their current paths for separate migrations.

## What Changed

- Extract ordered reply state and multipart policy within the voice
owner. Retain current authorization and atomic dispatch claims.
- Register a scoped reply worker with startup reconstruction, fair work
batches, failure backoff, drain/resume handling and shutdown ownership.
- Extend the existing shared dispatcher with normalized partial-page
results to preserve the bounded parent recovery contract. Existing
complete-array consumers retain their calls.
- Signal before relevant writes in their existing transactions. Both
normal publication completion and operator resolution wake the actual
conversation after commit.
- Bound reply inventory to 100 total headers per refresh. Preserve
partial scans, concurrent changes and newer denied-call restoration
obligations across reconstruction.
- Track abandoned dispatch actions independently of live calls.
Quarantine expired intents without resending them.
- Use existing active-call authorization checks to reactivate replies
that were previously denied. Healthy call inspections do not rescan
empty reply queues.
- Remove the periodic reply scan and the early direct publication push.
Keep provider requests outside database transactions.

## Verification

Published head: `1435cab10be3f95c38ab6672d2a890ae49e9d300`. Voice
recovery #17576 has landed at master
`e1ba77f06771a27114b3999004b0ca5e3c172dd4`. A normal merge reconciles
squash ancestry while preserving the complete reviewed 31-file reply
patch byte for byte and all unrelated master changes. The PR now targets
master; fresh exact-head CI and Greptile are required. The prior
449-case/typecheck/build results below cover the identical owned source,
not a new full-suite run.

- **449 distinct targeted cases pass**: 111 complete voice-store/reply;
19 complete parent recovery; and 319 complete tool-gateway,
secret-proposal, shared dispatcher/coordinator/batching/startup/hostname
cases. Production server typecheck and build pass. The policy checker
and its Node tests pass. Later edits record evidence only.
- Two real normal-publication/operator-resolution tests seed 105
unrelated calls and 105 future dispatches. Five publications selected
**1,065/1,060 inventory rows before repair**; both paths now pass the
same **125-row total budget** and deliver every answer once. This counts
selected SQL results, not physical tuple visits or host savings.
- Publication commits now signal their actual conversation. The voice
reader returns at most 100 total session/action headers per refresh,
preserves phase/cursor state and retries, and resets on worker
registration. Current-state checks and dispatch claims still own
provider effects. The 105-action case measures the page cap, restarts
the same owner during reconstruction, waits at saved future deadlines
and quarantines every abandoned action without resending.
- A real 403 fixture proves that an older broad scan cannot erase a
denied call first observed behind its cursor. Its owner callback still
emits the committed restoration wake after scan completion. The existing
actual-service authority-restoration and final-publication timing tests
remain in the full suite. They are not replaced by direct helper calls.
- Guarded removal of conversation scoping, cursor reset or the denial
revision fence fails the intended budget, 100-versus-5 restart or
missing committed-wake assertion; source is restored. An initial
shadowed fixture name and an inadequate due-action reset probe are
retained as failed attempts in the [current
audit](https://github.com/paperclipai/paperclip/blob/d2c0a7de8c3e9cac8382b1268f3f5d883a2067b3/doc/plans/2026-10-25-voice-reply-delivery-sleep-audit.md#publication-inventory-and-paging-acceptance-october-28).
- Parent recovery still passes paging, restart, behind-cursor insertion,
feature changes, actual disablement, quiet health observations, current
authority, exact-scope failure fences and wildcard-failure isolation
through the shared worker. Four existing array-based worker consumers
retain their API and pass their full suites.
- The two voice fixtures self-migrate separate empty databases. Legacy
tool-review/secrets suites use separate migrated clones. Earlier
full-local attempts remain limited by embedded PostgreSQL setup and are
not passing full-matrix claims. Older counts apply only to their stated
revisions. Fresh exact-head Greptile, Ponytail if present, security and
all CI remain merge gates. No live-provider, multi-writer,
external-wake, deployed-sleep or savings claim is made.

## Risks

- Missing a supported producer can strand work. Tests cover real
enqueue, retrieval, normal publication, and operator publication paths.
Startup reconstructs existing records.
- Signals cover the process-local database owner. Independent SQL
writers or other replicas need their own wake contract.
- Authority restoration relies on the existing live-call recovery check.
This dependency must be preserved if that owner changes later.
- A provider acceptance receipt does not prove speech. Unknown outcomes
remain blocked from automatic resend.
- This change does not extend Cloud alarms, allow sleep during live
calls, or prove deployed suspension or cost savings.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, reasoning, code
execution and test tools. The runtime does not expose a more specific
deployment identifier or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with the available version and
capability details
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket identifier
- [x] I have run the selected tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 07:50:27 -05:00
DottaandPaperclip e1ba77f067 fix(server): schedule live voice recovery from session changes and deadlines (#17576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Voice calls retain durable session state and provider identities.
> - The chat maintenance timer scans live voice sessions even when no
call exists.
> - Session writes, saved expiry and active-call inspection deadlines
identify real work.
> - This pull request moves live-session recovery to the shared
coordinator.
> - Idle session recovery becomes quiet without losing exact-call
cleanup or current authorization checks.

## Linked Issues or Issue Description

Refs #17572. This PR is stacked on receiver discovery. It owns only live
voice session recovery. Reply delivery, inbound admission cleanup,
inbound history retention and call reports remain separate migration
slices.

**What happened?**
The one-second chat maintenance lane reads voice settings and scans live
sessions even when an instance has no calls or only terminal history.

**What did you expect?**
Reconstruct live calls on startup. Wake on committed session or
configuration changes. Inspect active calls and retry cleanup at actual
deadlines. Stop querying when no live obligation remains.

**Steps to reproduce**
Start an instance with no live voice sessions. Let startup settle. The
old maintenance method continues to read settings and session inventory
every chat maintenance pass.

## What Changed

- Add a voice-owned bounded deadline reader and scoped worker on the
existing coordinator. Retain concurrent writes across pages and reset
partial scans on restart. No tables or migrations are added.
- Separate generic connection health observations from configuration
changes. Existing receiver and command consumers retain their
notifications. Voice eligibility and provider operations remain in the
voice owner.
- Signal existing session transactions and configuration/feature
changes. Keep provider calls outside database transactions. Standalone
session writes use one small transaction helper.
- Preserve saved expiry, the two-minute unknown-creation grace,
active-call authorization and missed-hangup inspection, and
exact-provider cleanup. Recovery never creates a provider call.
- Retry transient authority lookup failures instead of treating them as
confirmed revocation.
- Fence expiration against a provider identity bound after discovery. A
late known call remains eligible for cleanup.
- Preserve work through rollback, drain, restart, concurrent refresh,
backoff and shutdown. Page inventory and rotate bounded batches across
companies.
- Leave the four other voice maintenance duties in the periodic lane.
- Document producer coverage and the supported writer contract in
`doc/idle-voice-session-recovery.md` and the dated audit.

## Verification

Published head: `f0b2e3cc22a18e7d08b10d4fc02aae4a19a52f30`. Receiver
#17572 has landed in master at
`dce004259394486f6361d0c0dd5a33a5272acc0a`. This normal merge reconciles
squash ancestry; the complete 22-file voice recovery patch is
byte-for-byte identical to the reviewed and tested `ad79c7e805` patch,
while all unrelated master changes are preserved. The PR now targets
master. Fresh exact-head CI and Greptile are running; interrupted
Ponytail turns are not completed verdicts under the maintainer’s
clarified merge policy, and an actual failing verdict still blocks.

- **210 distinct targeted cases pass on the current repair**: 19
complete recovery lifecycle cases and 191 complete voice-store,
coordinator, batching, startup and hostname cases. Production server
typecheck and build pass. Later edits record evidence only.
- CI `40633667141` on prior head `1b6323c164` failed the feature-change
assertion with `34050 < 25000`; its verification aggregate also failed.
The test now disables automatically advancing fake time, drives 20
controlled scheduler turns and requires all 205 calls to close before an
unrelated inspection deadline can mask a lost wake. Removing generation
replay fails with missing closures. The repair does not benchmark
database/host speed or raise the elapsed-time bound.
- A real committed exact-call regression reproduces wildcard-backoff
starvation. The worker keeps the broad retry but processes independent
exact hints and cached due calls. Each check reloads current state and
authority. Failed exact scopes remain fenced. Removing wildcard
isolation fails the intended assertion; a successful broad retry then
leaves the worker SQL-quiet. Full-row and lean queries now share the
state/scope/cursor predicate.
- Earlier acceptance on `712f3862b5` passed 725 distinct targeted cases.
Its measurements remain useful history: five real metadata writes and
one health check over 205 future calls selected 1,230 rows before the
inventory repair and zero afterward, without changing the saved
deadline. Those older test counts are not added to the current 210-case
count.
- Both external voice fixtures self-migrate; the current full
voice-store run uses a separate initially empty database. Earlier
fixture/method/observer failures, source mutations and partial edit
attempts remain in the [current
audit](https://github.com/paperclipai/paperclip/blob/ad79c7e805367fc7e2df3ea53c942ca6c7d27365/doc/plans/2026-10-25-voice-maintenance-sleep-audit.md#wildcard-failure-and-deterministic-generation-acceptance-october-28).
Source is restored after guarded mutations.
- Older CI `40632057899` failed because its trusted policy script was
absent from the checkout, while build separately received a runner
shutdown signal. E2E shards succeeded but their aggregate failed on
policy. The current checkout includes the landed policy tooling and its
checker/tests pass locally. The shutdown cause is unproven; neither old
failed run is counted as passing. Earlier full-local attempts stopped on
embedded PostgreSQL setup failures and did not pass.
- Fresh exact-head Greptile, security and all CI must pass before merge.
A completed failing Ponytail verdict blocks; an interrupted turn without
a verdict does not. No full current local repository matrix, live
provider acceptance, multi-writer support, Cloud wake, host suspension
or savings is claimed.

## Risks

- Process-local hints cover the existing active writer and shared
clients. Independent SQL writers or another replica need explicit wake
integration.
- Membership, task binding, phone preferences and other authority inputs
remain checked on the existing 30-second active-call inspection deadline
and on use. This is not an instant cleanup guarantee for every authority
mutation.
- Unknown creation retains its existing maximum-duration grace. Cleanup
failures retain retries. A provider request is never replayed merely
because its creation response is unknown.
- Genuine configuration changes retain bounded reconstruction. Metadata
writes can probe parent eligibility, while health-only observations
leave voice recovery quiet. Paging state is process-local and
reconstructs from durable rows after restart.
- Active calls, the other voice maintenance owners and connector
transports remain real obligations. This does not expand Cloud alarm
coverage, relax sleep eligibility or prove deployed suspension.
- The receiver and Discord parents have landed. Current-master
compatibility and exact-head CI and Greptile remain merge gates.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, reasoning, code
execution and test tools. The runtime does not expose a more specific
deployment identifier or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 07:38:48 -05:00
DottaandPaperclip 5bf0142d45 fix(server): schedule Discord command registration from saved deadlines (#17557)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections register and verify provider commands in the
background.
> - Discord command recovery ran inside the recurring Gateway runtime
scan.
> - Its existing durable records already store verification and retry
deadlines.
> - This pull request gives command registration its own
shared-coordinator worker and scoped commit notifications.
> - Idle command work stops querying between real deadlines. Existing
command authority and recovery remain intact.

## Linked Issues or Issue Description

Refs #17554 and #17561. Both foundations have merged. This slice targets
master. Runtime discovery and the other chat maintenance duties remain
separate work.

**What happened?**

The chat runtime maintenance loop called Discord command registration on
every reconciliation. It repeatedly read durable command state even when
the next remote verification or retry was minutes away.

**Expected behavior**

Use committed producer changes and saved deadlines. Keep the existing
five-minute verification policy, Retry-After, uncertain-write
quarantine, namespace ownership, and credential fences. Do not add a
database table for the timer.

**Steps to reproduce**

Configure a Discord connection and let command registration settle. In
the parent revision, repeated runtime reconciliation still invokes
command recovery. This revision reconstructs command deadlines at
startup and removes that call from runtime reconciliation.

## What Changed

- Expose normalized deadlines from the existing registration store. Park
indefinite retries and invalid or foreign-owned records. Signal before
store-owned claims, receipts, and retry-result writes.
- Discover eligible endpoints in bounded pages. Refresh only affected
endpoint, connection, or company scopes after commits. Dispatch at most
25 due commands per pass with fair company rotation.
- Wire configuration, credentials, provider lifecycle/failure paths,
inbound activation, generic connection mutation/removal/health, access
revocation, and company deletion.
- Register the worker through the chat service and shared coordinator.
Preserve direct foreground setup calls. Refresh an existing local
Gateway through its current owner after command work.
- Preserve dirty work during drain and concurrent changes, back off
unresolved attempts, and join admitted provider work during shutdown.
- Document producer coverage, retained deadlines, supported writers,
verification failures, and remaining runtime/Cloud obligations in
`doc/idle-discord-command-registration.md` and its dated audit.

## Verification

Published head: `547fdf2139144e1e6484198278bf4bb0eade8794`. It normally
integrates master at `f8563d25077b17681ab6ef5949f7b07415a58ede`,
including landed health #17554 and company deletion #17561. Squash
ancestry caused merge conflicts; resolution applied this slice's exact
26-file owned patch from its recorded parent to pinned master. Every
other path matches master. Migration 0394 and the current lockfile are
preserved.

- **141 distinct targeted cases pass** on reconciled production source:
78 complete command-store, batching, coordinator and startup-timing
cases; 8 real automatic Discord and held-transaction Slack cases; and 55
complete startup/export and company-deletion cases. The 1,581 other chat
integration cases were deselected.
- Server typecheck and build pass. The company-deletion fixture
self-migrates an initially empty isolated database. The two Discord
fixtures use separate migrated clones; this is not a fresh-schema claim
for those fixtures. Signal-listener warnings remain recorded without
assertion failures.
- The parent integration preserves health and command notifications at
shared producer sites. It changes no provider behavior, schema or
coordinator contract. Prior producer, backlog, drain/resume,
malformed-hint, transaction, namespace, shutdown and retry regressions
remain in the complete command suite.
- [Landing compatibility
acceptance](https://github.com/paperclipai/paperclip/blob/547fdf2139144e1e6484198278bf4bb0eade8794/doc/idle-discord-command-registration.md#acceptance-after-the-company-deletion-parent-landed-october-27)
records current scope and the earlier failures. Older full-matrix or
combined-stack runs apply only to their stated revisions.
- Fresh exact-head Greptile, Ponytail if present and all CI are
required. No full local repository suite, live provider, Cloud alarm,
host suspension or savings claim is made.

## Risks

- Discord still has real five-minute verification and failure-retry
obligations. This does not prove host sleep or external alarm coverage.
- Runtime discovery, receipt-to-runtime projection, Gateway lease
renewal and persistent sockets remain separate. The remaining runtime
poll can still read command receipts; it no longer invokes the command
protocol.
- Process-local signals cover integrated writers. Independent SQL
writers and other replicas require an explicit wake contract. Existing
authorization and durable ownership checks remain authoritative.
- Refreshes coalesce with a 30-second minimum spacing. Saved work is
never discarded because a call returned without progress.
- No schema migration, new table, workflow or lockfile change is
introduced by this slice. Landed parent repairs are retained. The
receiver child must receive this integration before landing.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
reasoning. The exact serving version and context-window size are not
exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 23:32:24 -05:00
DottaandPaperclip 94a780286f fix(server): schedule tool health from committed changes and deadlines (#17554)
## Thinking Path

> - Paperclip manages AI-agent work and its connected tools.
> - Idle hosted instances need their database and network activity to
stop.
> - The maintenance tick queries tool connections even when no health
check is due.
> - Existing connection rows already contain eligibility and the last
health observation.
> - This pull request reconstructs health deadlines and refreshes them
after committed changes.
> - The shared coordinator preserves retries, drain, and shutdown
without another private timer.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans connection health every 30 seconds.
Empty instances and connections with fresh health observations still
cause SQL activity.

**Expected behavior**

No eligible connection means no recurring health SQL. Eligible
connections retain the existing 15-minute proactive check. Configuration
changes and health observations update the schedule after commit.

**Steps to reproduce**

Start a server with heartbeat scheduling enabled and no tool
connections. Let startup finish and observe two maintenance ticks. The
old code repeats the health inventory query. The new startup regression
verifies that those ticks do not invoke the health inventory.

**Paperclip version or commit**

This branch includes merged parent #17518 and master
`96727b3cfefb61f85ffe1fbc29a9b6dd6837efe8`. The 47 changed paths belong
to the single tool-connection health duty. No database file differs from
master.

Related: #14638 covers runtime-auth exclusions. #15448, #15325, and
#11910 concern MCP failure classification. This PR preserves those
provider policies and does not replace their work.

## What Changed

- Keep the GitHub error-projection unit fixture at the health-write
boundary and verify the real transaction path in the PostgreSQL
health-worker suite.

- Add a health schedule owned by tool access. Read lean eligibility
fields and saved observation timestamps.
- Register health work with the existing coordinator. Refresh only dirty
connection/application/company scopes using bounded inventory pages,
check due connections in fair company batches, continue concrete due
backlog after one second, and retain failures with backoff.
- Notify before supported eligibility and observation writes in their
owning transactions. Cover API/gallery setup, OAuth, catalog/gateway
observations, email, voice, access removal, deletion, and settings.
- Commit connection creation with grant, binding, and runtime-slot SQL
before its wake. Keep provider calls outside the new transactions.
- Keep provider-to-transport mapping in the chat catalog. SDK-only chat
changes do not wake health work.
- Replace aggregate health scans, retain the public manual sweep, and
document the producer audit and remaining sleep limits.
- Keep metadata-only example and Smoke Lab installs scoped. Lock and
re-read application type before publishing a real eligibility change.
- Keep failed inventory reads on their own retry deadline while healthy
due batches continue.
- Apply fixture migrations before using external disposable databases in
all six producer suites.

## Verification

Published head: `8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62`. Fresh CI and
reviews are required for this exact head.

- **623 distinct targeted cases pass.** The final four complete health,
fair-batching, GitHub health recovery, and startup suites pass 80 cases
after the retry fix. Five complete producer suites pass 543 cases: tool
access 469, access 18, email 45, GitHub events four, and Smoke Lab
seven. The earlier 26 health cases are part of this total, not
additional cases.
- The six producer suites first passed against separate, initially empty
PostgreSQL 17 databases at `acbf262843`. They apply their own
migrations. The subsequent repair changes only the health worker and its
regression; its complete final consumer suites pass on that integrated
parent. Server typecheck and build pass with the final repair.
- **Installer amplification:** five real installs with 205 unrelated
connections reproduced 1,035 example rows and 1,045 Smoke Lab rows.
Repeated metadata installs now load only changed fixture connections.
The same cases restore an excluded application through each installer
and require all 205 unrelated IDs to re-enter the schedule.
- **Concurrent eligibility:** a real PostgreSQL lock-wait case requires
the installer to notify after a concurrent type change. A mutation that
retains the lock but uses the old lookup fails the settled-hint
assertion; original source was restored byte for byte.
- **Retry isolation:** the failing baseline read one unavailable company
three times while another company's 60 due checks drained. Final tests
require one initial read, at least 30 seconds between failed reads,
prompt healthy progress, eventual recovery, and SQL quiet after
settlement.
- Real-service producer coverage includes AgentMail activation/pause,
GitHub installation changes, and member access removal. Lifecycle
coverage includes outer commit/rollback, startup reconstruction,
drain/resume, failure, and shutdown.
- Failure history and exact evidence scope: [health
acceptance](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/idle-tool-connection-health.md#acceptance-follow-up-after-the-plugin-parent-merged-october-27),
[producer
audit](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/plans/2026-10-24-tool-connection-health-sleep-audit.md).
Prior remote failures and earlier 706-case evidence remain historical.
Startup tests emitted listener-count warnings; all assertions passed. No
full local repository-suite, deployed sleep, fleet savings, or live
provider qualification claim is made.

## Risks

- Supported live writers must use the transaction signals. Independent
SQL writers and other replicas need their own wake integration.
- Configured eligible connections still have a real proactive health
obligation. This does not prove Cloud alarm coverage or host/database
suspension.
- Existing manual probes and catalog operations can overlap. This
migration does not introduce a credential-version CAS or change provider
failure policy.
- Voice remains eligible under the previous health policy. Its generic
probe can still report an unsupported transport; changing that behavior
is separate work.
- No database migration, new table, workflow, or lockfile change. This
PR includes its merged parent and current inspected master; later stack
PRs and all current-head acceptance gates remain separate.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
reasoning. The exact serving version and context-window size are not
exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 21:37:50 -05:00
Devin FoleyandPaperclip 7494b8dd4c perf(auth): batch current run history read decisions (#17569)
Reuse the existing authorization batch owner for current run-history read decisions after company-scoped existence checks. Preserve missing-task denial, per-request freshness, and the decide-only adapter path.

Validation: 97 focused tests, full build and repository typecheck. A real PostgreSQL fixture returns identical decisions with 4 queries instead of 327; the original path fails the query-bound regression. Exact-head Greptile 5/5 (medium), all CI checks green, and no unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:35:07 -07:00
Nicky LeachandPaperclip 313fb265db feat(plugins): invalidate runtimes when connector access changes (#16605)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Runtime preparation depends on access and credential state as well
as tool definitions.
> - Grant, membership, secret, and endpoint changes need committed
invalidation.
> - Their writers must acquire locks before journal fanout can lock
agent rows.
> - This pull request adds access hooks with the corresponding
transaction guards.
> - Plugins can refresh preparation immediately while task-time
authorization remains authoritative.

## Linked Issues or Issue Description

**What happened?**

Grant changes, credential rotation and revocation, company access
changes, and connector endpoint configuration do not request runtime
synchronization. Journal fanout exposes lock inversions between
credential persistence, access cleanup, and connection assignment
writers.

**Expected behavior**

Committed access changes request runtime preparation without polling or
credential values in the journal. Agent-specific secret bindings and new
personal delegations affect their target agent. Company access changes
remain conservative. Provider bookkeeping does not create preparation
work.

**Steps to reproduce**

1. Change an audience, delegation, membership permission, referenced
credential, vault configuration, or endpoint instruction.
2. Expect a committed runtime event in the correct company and scope.
3. Run reconnect, credential refresh, SSH setup, or membership cleanup
concurrently with related writes.
4. Expect both operations to preserve access checks and finish without a
lock-order cycle.

**Additional context**

Final feature extraction from #16503. The earlier slices, #16604, and
the separate delivery-test correction #16871 are merged. This PR is now
the active change against master. The rebase preserves the merged
assignment and definition recipient rules, Unicode selector semantics,
and profile/reference transaction guards.

## What Changed

- Add migration 0356 for grants, audiences, delegation,
membership/permissions, secret bindings, referenced credentials and
vaults, and chat/email endpoint configuration.
- Keep events content-free. Ignore health, delivery, publication, Vercel
verification, and GitHub webhook bookkeeping while retaining credential
and repository-access changes.
- Target agent secret bindings and all personal delegation changes to
their old and new target agents. Coalesce delegation changes per
transaction.
- Lock existing grants before connections and credential persistence in
OAuth and cleanup writers.
- Reject superseded refresh leases before rotating stored credentials.
Ignore lease acquisition and release when access metadata is unchanged.
- Serialize audience replacement, validate membership, and preserve
unchanged audiences.
- Lock membership before permission-only saves and grant before Railway
SSH setup. Individual delegation revocation locks its grant and target.
Whole-grant and membership cleanup lock company recipients before
deleting scoped delegations.
- Lock grants and connection inputs before static-key reconnect writes.
Lock company agents before cascading secret deletion; use a nonblocking
secret lock and bounded retries to avoid a new cycle with credential
writers.
- Add PostgreSQL concurrency coverage for access writers and endpoint
publication/configuration behavior.
- Preserve the owner lock for plugin instance-secret removal; these
secrets cannot use ordinary bindings.
- Align Slack search refresh, callbacks, and disconnect with
grant-before-connection locking. Recheck newly discovered grants without
waiting before provider work.
- Retry complete membership transactions when a credential deletion
candidate is busy. Cover all four cleanup entry points and process
company access in ID order.
- Document final invalidation coverage and task-time authorization
boundaries.

## Verification

- Current head: `78aace55bef7f52bc5742b131e0b3961eb5c0f11`. All 1,061
tests across 23 affected suites pass. The named Slack authorization
integration scenario also passes; it exercises authorization, refresh,
disconnect, and rejection of a late callback. Server/database
typechecks, migration safety and numbering, five-snapshot retention,
feature maps, and diff checks pass. The complete PR diff was reviewed
for secrets and personal data before push. Final acceptance: [CI run
39308303837, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/39308303837) is
green, with 55 successful checks and two optional Storybook skips. The
current-head Greptile reassessment returned **Apex 5/5** at 19:16 UTC on
2026-10-19. Its full summary reports no actionable issues. Security
passed, all threads are resolved, and GitHub reports no merge conflicts.
The reassessment was requested as a standard review after the fixes;
Greptile retained the Apex tier.
- On this head, [CI run
39308303837](https://github.com/paperclipai/paperclip/actions/runs/39308303837)
failed the unchanged adapter-utils HTTP/2 fixture with `EADDRINUSE`
before READY. Its closed probe left a port handoff race. That test and
its gateway are byte-identical on master. No upstream fix was found. The
deterministic fixture correction is isolated in #16888; no adapter test
changes are included here. The failed jobs recovered on retry without a
feature source change. The original failure remains documented here, and
#16888 carries the fixture correction separately. That retry
demonstrates recovery; the held-probe negative control establishes the
port handoff race.
- Rebased onto master `194fc11406`, including merged #16604 and #16871.
Replayed only the access-hook commit. Resolved OAuth, test, and
documentation conflicts while retaining both sets of tests. Migration
0356 preserves the merged assignment/definition recipient rules, Unicode
selector semantics, and profile/reference guards.
- Apex returned 3/5 on `0fb65bc27`. Negative controls reproduce its
Slack delegation and member-cleanup deadlocks (`40P01`) and unwanted
Vercel/GitHub bookkeeping events. Slack grant writers now take their
locks before the connection. A separate late-grant control reproduces
`40P01` without the post-lock recheck; the complete guard passes. All
four membership cleanup commands retry from a fresh transaction when the
credential is busy. Tests verify successful cleanup and no journal rows
from failed attempts. Credential IDs and repository-access changes still
notify runtimes.
- Earlier review corrections remain covered: static-key reconnect and
cascading secret removal each reproduce `40P01` without their guards.
Grant lease acquisition/release is ignored. Secret removal releases
agent locks when a credential writer is busy. Instance-secret removal
retains the owner lock and passes its public plugin API contention
regression. Delegation updates and revocations target old/new agents;
unrelated-peer, coalescing, unchanged-update, and rollback cases pass.
Three negative controls verify the required whole-grant and membership
cleanup guards after narrowing delegation scope.
- Preserve prior acceptance failures: the first rebased 20-suite run
passed 1,025/1,026; its only failure was a draft uninstall fixture
blocking a random peer. Blocking the assigned agent corrected that
assumption, and all 44 access/assignment tests passed. Later, all 1,044
tests across 21 suites, [CI run
39302185527](https://github.com/paperclipai/paperclip/actions/runs/39302185527),
standard Greptile 5/5, and security passed on `0fb65bc27`. That did not
clear the later Apex findings described above. Draft run 38975428081
failed a server shard; its cause was not re-investigated. A later green
run does not establish that earlier cause.
- Local fixture corrections are recorded separately from product
failures: an assignment filename filter initially matched no file; the
actual suite was included in full runs. A delegation fixture omitted its
required creator, and a guard run omitted a query import. The new
global-access cleanup fixture now uses its own user to avoid earlier
fixtures' memberships. All were corrected before publishing their final
iterations.
- Local checks target affected services and real PostgreSQL boundaries.
A full local build and repository-wide test run were not performed.
Hosted CI supplies broader verification. Provider responses in tests are
controlled; live provider behavior was not qualified.

## Risks

Migration 0356 adds triggers without changing table schema. Apply it
through the normal migration flow. Most access changes retain
synchronous company-wide invalidation. Company fanout takes O(eligible
company agents) locks and journal rows, without a fanout ceiling or
mutation quota. Agent secret bindings and individual delegation changes
retain narrower recipients. Events contain no credentials.

Physical removal of non-instance secrets takes ordered locks on all
company agents before cascading into bindings. This costs O(company
agents) locks even for an otherwise unreferenced secret. Instance
secrets cannot use ordinary bindings and retain their owner lock. A busy
secret lock releases the transaction guards and retries up to three
times. Continued contention returns a retryable conflict. Provider
deletion stays outside that transaction; a retry resumes removal of an
already disabled secret.

Membership cleanup uses nonblocking credential guards and retries the
full membership transaction. Slack search adds two grant queries, scoped
to the subject and connection. Its retries occur before provider work or
credential persistence. Each retry loop is limited to three attempts.
Invalidation requests preparation; task-time authorization and provider
session activation remain authoritative. Provider calls use fixtures; no
live provider qualification is claimed.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 12:49:11 -07:00
DottaandPaperclip a65ca09508 fix(runner): settle accepted results after shutdown failures (#15217)
## Thinking Path

> - Paperclip manages AI agents and the tasks they perform.
> - The native runner saves tool results and completion reports before
it releases a session.
> - Large project discovery responses can exceed the durable command
limit.
> - A shutdown failure can leave a saved answer waiting for workspace
repair.
> - Recovery reused the old assessment for a different status decision,
which violated a database constraint.
> - This pull request bounds discovery responses and lets recovery
commit the saved result after workspace repair.
> - The benefit is a task that reaches its correct final status without
another provider turn.

## Linked Issues or Issue Description

**What happened?**

A native run can save its final answer, fail during shutdown, and leave
the task In Progress after workspace repair succeeds. Reconciliation
tries to reuse the failed-workspace assessment for a new decision. The
one-decision-per-assessment constraint rejects the write. Replaying the
old decision can also retain a fresh coordinator lease. Separately,
retained session cleanup only recognizes the old `adapter_failed` label.

The project-list tool returns full project records, including large
descriptions and workspace configuration. A large response exceeds the
runner's durable command limit. The settlement diagnostic previously
recorded only a failure flag.

**Expected behavior**

Project discovery stays within the command limit. Recovery finishes the
saved result after workspace repair, releases its lease, and preserves
the original error for inspection. It does not repeat provider work or
relax session ownership checks.

**Steps to reproduce**

1. Return large project records from `list_projects` and observe an
oversized semantic result.
2. Persist an accepted native completion result, then record a shutdown
failure.
3. Finalize with a failed workspace, repeat that attempt, then record
successful workspace repair.
4. Reconcile the run. Before this fix, the issue stays In Progress.

**Paperclip version or commit**

Reproduced on `a386a599983519eb1d399f8b770bfccdb2a74762`.

**Deployment mode**

Self-hosted server with Paperclip Runner.

Related transport work: #12208 drains queued events; #12241 resumes
interrupted semantic calls. This change addresses bounded project
discovery and accepted-result finalization.

## What Changed

- Read bounded project summary projections from the database and return
at most 50 authorized summaries with a continuation cursor and explicit
description truncation. Agent and run trust boundaries narrow the
database candidates; project-specific policies still receive full
authorization. Only visible projects determine continuations. The
default project-list API remains unchanged.
- Record bounded, content-free settlement failure causes for command
limits, storage errors, and rejected dispatch.
- Include workspace state in assessment identity. Preserve the initial
assessment for interrupted finalization, and commit replacement
assessment and decision references together.
- Release the coordinator lease when an existing decision is replayed,
without repeating its effects.
- Clear stale errors when recovery succeeds and retain them in
`recoveredExecutionFailure`.
- Accept both current and legacy close-failure labels in the existing
exact-state cleanup path.
- Add regression tests and update the tool contracts and recovery
documentation.

## Verification

- Red: the new project paging, settlement diagnostic, current cleanup
label, and repaired-workspace regressions failed on the original
implementation.
- Green: protocol/catalog/tool checks (117 tests), the full project-tool
and finalizer suites (47 tests), cleanup ownership cases (70 tests), and
cleanup sweep cases (4 tests) pass. Database-backed pagination covers
large descriptions/configuration, complete enumeration, uppercase
cursors, agent/run restrictions, project-policy scope contributions, and
identical results/cursors when hidden projects are added.
- The initial CI failures in interrupted Board waits, contended endpoint
proof, and semantic schema validation were reproduced and fixed; all
affected cases pass locally.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — started before the review corrections; it spanned
several source revisions and was stopped after reporting old-behavior
and timing failures. It is not claimed green. Fresh project and recovery
suites pass; the recovery suite also passes all 25 cases with the broad
runner’s isolated home/config. The Slack timing case passed in
isolation. Latest-head CI is the authoritative complete test matrix.
- Existing authorization suite — 66 tests passed.
- Latest-head CI on `8e5763d915aa6f375bdab6601996899ea01496fc` — 55
checks passed, 4 intentionally skipped, no pending or failing checks.
- Greptile — 5/5, zero unresolved threads on the same commit.
- `git diff --check` — passed.

## Risks

- `list_projects` now returns summaries. Callers must follow
`nextCursor` and use the authorized project API for full records.
Candidate narrowing is only an optimization: project policy and
responsible-user authorization remain authoritative.
- Assessment identity changes for workspace finalization. Existing
evidence remains intact; no migration is needed.
- Cleanup still requires matching identities, settled tool evidence, and
verified process ownership. Unknown tool outcomes remain blocked from
session reuse.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and GitHub
tools. The exact serving model ID and context window are not exposed in
this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 10:31:11 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, 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 linked a public issue or pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 71a8464fee [codex] prevent invalid agents from receiving assignments and runs (#7663)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane owns agent lifecycle, issue assignment, routine
dispatch, heartbeat wakeups, and recovery paths
> - Terminated, paused, pending-approval, or otherwise invalid agents
should not receive new work or new execution attempts
> - The old behavior left eligibility checks spread across routes and
services, so assignment and run paths could drift apart
> - This pull request centralizes agent lifecycle eligibility and
applies it consistently to assignment, invocation, routines, recovery,
and UI affordances
> - The benefit is safer autonomy: terminated agents stay paused,
invalid org-chain agents are surfaced, and active agents keep receiving
valid work

## Linked Issues or Issue Description

Refs #5103
Related: #1864

Bug fix context:
- What happened: agent assignment and heartbeat/run paths did not share
one eligibility contract, so invalid lifecycle states could still be
considered in some paths.
- Expected behavior: terminated agents must never receive new
assignments or heartbeat runs, and paused or otherwise invalid agents
should be treated as non-invokable consistently.
- Steps to reproduce: create or select an agent in an invalid lifecycle
state, then attempt assignment, routine dispatch, or heartbeat/recovery
wake paths.
- Paperclip version/commit: fixed on top of `paperclipai/paperclip`
`master` at the PR base.
- Deployment mode: applies to the server control plane in local and
authenticated deployments.

## What Changed

- Added shared agent lifecycle eligibility helpers and exported the
related shared types.
- Centralized server-side assignability and invokability checks for
issue assignment, agent routes, heartbeat dispatch, routines, recovery,
and liveness logic.
- Hardened issue assignment so invalid assignees are rejected instead of
queued for work.
- Hardened heartbeat/routine/recovery paths so terminated and otherwise
invalid agents are not woken for new runs.
- Updated board UI affordances to disable invalid agent actions and
surface org-chain warnings where relevant.
- Added targeted shared, server, and UI tests for the new eligibility
behavior.

## Verification

- `pnpm exec vitest run packages/shared/src/agent-eligibility.test.ts
server/src/__tests__/agent-invokability.test.ts
server/src/__tests__/heartbeat-archived-company-guard.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/lib/company-members.test.ts ui/src/pages/Agents.test.tsx` — 8
files, 144 tests passed.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck` — passed.
- Checked the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Checked `ROADMAP.md`; this is a targeted control-plane safety fix and
does not duplicate a planned core feature.
- Searched GitHub for duplicate or related PRs/issues; closest related
items are linked above.
- CI and Greptile verification are pending on the opened PR and will be
followed up before requesting merge.

## Risks

Low to moderate risk. The intended behavioral shift is that invalid
agents are refused earlier and more consistently, which could expose
existing data with paused, pending, terminated, or broken org-chain
assignees. The added tests cover the critical assignment, heartbeat,
routine, recovery, shared helper, and UI paths. No database migrations
are included.

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

## Model Used

OpenAI GPT-5 Codex via the Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use. Reasoning mode and context window are
managed by the adapter runtime and not exposed in this environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 12:45:57 -05:00
DottaandPaperclip 38c185fb8b [codex] Add agent permissions and controls plan (#6386)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies by keeping
task ownership, approvals, and operator control inside one control
plane.
> - Agent permissions and plugin-hosted company settings sit on the
boundary between autonomy and governance.
> - V1 needs scoped task assignment rules, plugin extension points, and
clearer company access surfaces without weakening company boundaries.
> - The branch builds the core authorization service, plugin SDK/host
APIs, and UI simplifications needed to support those controls.
> - Paperclip EE plugin surfaces were intentionally moved out of this
core PR per review direction, so this PR now carries only the public
core/plugin infrastructure work.
> - The latest updates preserve the PAP-9937 branch changes that belong
in this PR, remove the `design/` artifacts, and exclude the experimental
`plugin-briefs` package.
> - Greptile feedback was applied through the authorization/audit paths
and the final cleanup commit was re-reviewed at 5/5 with no unresolved
Greptile threads.
> - The benefit is safer assignment control with extension hooks for
richer permission products while preserving simple defaults for normal
operators.

## What Changed

- Added scoped task-assignment authorization decisions and routed
issue/agent assignment mutations through the authorization service.
- Added plugin SDK and host APIs for company settings slots,
authorization policy/grant management, assignment previews, and bridge
invocation scope propagation.
- Simplified core company access UI and moved advanced controls behind
plugin-provided settings surfaces.
- Added retry-now affordances for blocked issue next-step notices.
- Added protected-assignment enforcement for persisted
agent/project/issue policies, including explicit-grant fallback
behavior.
- Added incremental principal-access compatibility backfill for active
agent memberships and role-default human permission grants.
- Added the Markdown code block wrap action fix from the latest branch
changes.
- Removed `design/` artifacts from the PR and removed
`packages/plugins/plugin-briefs` from the final diff.
- Addressed Greptile feedback for plugin actor sanitization, legacy
membership handling, audit pagination, unknown grant-scope metadata, and
startup test mocks.

## Verification

- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54
tests passed.
- `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62
tests passed.
- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/plugin-access-authorization-host-services.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files
passed, 28 tests passed.
- `pnpm --filter @paperclipai/server typecheck` -> passed.
- `git diff --check` -> passed.
- `node ./scripts/check-docker-deps-stage.mjs` -> passed.
- `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed
with no lockfile update.
- `pnpm exec vitest run
ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed.
- `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0.
- GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`.
- Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0
comments/annotations added, 0 unresolved review threads.
- Confirmed the PR diff contains no `design/`,
`packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or
`.github/workflows` changes.

## Risks

- Medium: task assignment authorization paths are behaviorally stricter
for protected/private policy data, so existing plugin-authored policies
may block assignment until explicit grants or approval flows are
configured.
- Medium: plugin-host authorization APIs expand the surface area
available to trusted plugins and need careful review for company
scoping.
- Low: startup now performs a principal-access compatibility backfill,
but the migration and runtime backfill use conflict-tolerant inserts.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell,
git, and GitHub CLI access.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-22 08:12:52 -05:00
DottaandPaperclip d8b63a18e7 [codex] Add access cleanup and user profile page (#4088)
## Thinking Path

> - Paperclip is moving from a solo local operator model toward teams
supervising AI-agent companies.
> - Human access management and human-visible profile surfaces are part
of that multiple-user path.
> - The branch included related access cleanup, archived-member removal,
permission protection, and a user profile page.
> - These changes share company membership, user attribution, and
access-service behavior.
> - This pull request groups those human access/profile changes into one
standalone branch.
> - The benefit is safer member removal behavior and a first profile
surface for user work, activity, and cost attribution.

## What Changed

- Added archived company member removal support across shared contracts,
server routes/services, and UI.
- Protected company member removal with stricter permission checks and
tests.
- Added company user profile API, shared types, route wiring, client
API, route, and UI page.
- Simplified the user profile page visual design to a neutral
typography-led layout.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/user-profile-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx --hookTimeout=30000`
- `pnpm exec vitest run server/src/__tests__/user-profile-routes.test.ts
--testTimeout=30000 --hookTimeout=30000` after an initial local
embedded-Postgres hook timeout in the combined run.
- Split integration check: merged after runtime/governance and
dev-infra/backups with no merge conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Medium risk: changes member removal permissions and adds a new user
profile route with cross-table stats.
- The profile page is a new UI surface and may need visual follow-up in
browser QA.
- No database migrations are included.

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

## Model Used

- OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
harness.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:10:20 -05:00
b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
dotta d07d86f778 Merge public-gh/master into paperclip-company-import-export 2026-03-20 06:25:24 -05:00
dottaandPaperclip f9d685344d Expose agent task assignment permissions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:05:15 -05:00
dottaandPaperclip 51ca713181 Add CEO-safe company portability flows
Expose CEO-scoped import/export preview and apply routes, keep safe imports non-destructive, add export preview-first UI behavior, and document the new portability workflows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 21:54:10 -05:00
DottaandClaude Opus 4.6 f60c1001ec refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and
the CLI binary from `paperclip` to `paperclipai` in preparation for
npm publishing. Bump CLI version to 0.1.0 and add package metadata
(description, keywords, license, repository, files). Update all
imports, documentation, user-facing messages, and tests accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:45:26 -06:00
ForgottenandClaude Opus 4.6 e1f2be7ecf feat(server): integrate Better Auth, access control, and deployment mode startup
Wire up Better Auth for session-based authentication. Add actor middleware
that resolves local_trusted mode to an implicit board actor and authenticated
mode to Better Auth sessions. Add access service with membership, permission,
invite, and join-request management. Register access routes for member/invite/
join-request CRUD. Update health endpoint to report deployment mode and
bootstrap status. Enforce tasks:assign and agents:create permissions in issue
and agent routes. Add deployment mode validation at startup with guardrails
(loopback-only for local_trusted, auth config required for authenticated).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:40:32 -06:00