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Author SHA1 Message Date
Dotta 1b7fe33432 fix(workspaces): preserve import verification across process restarts (#20311)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Online import preserves old local files before the web server can
use a disposable filesystem.
> - A parent import must authenticate saved child archives before it can
omit their directories.
> - The operation journal preserves import identity, but completed child
checks existed only in process memory.
> - A container restart therefore repeated downloads, decryption and
restoration that had already succeeded.
> - This pull request saves a versioned verification receipt on each
immutable child snapshot.
> - A replacement process can reuse those checks while it reacquires
locks and verifies current local files.

## Linked Issues or Issue Description

Refs #19854 for verification reuse within a live source fence. Refs
#19873 for cohort import. Refs #20298 for the separate remote-hold
admission fix. Searched related workspace verification and restart PRs;
none provides durable child verification.

**What happened?**

Replacing a server container interrupts a long online import. The
original operation and snapshot survive, but a later invocation
downloads, decrypts and restores completed child archives again. The
current cache ends with the source-lock owner.

**Expected behavior**

Completed immutable checks survive process and scratch loss. Resume
keeps the same operation and snapshot, reuses only correctly bound
verification, and publishes once. Current local files and Git state must
still be checked under fresh source locks.

**Steps to reproduce**

1. Import two nested child workspaces, then start the parent import.
2. Kill the importer after a child verification finishes. Remove its
scratch directory.
3. Resume in a new process. Before this fix, the completed child is
downloaded and restored again.

**Paperclip version or commit**

The regression fails on the previous migration verifier. The final
branch includes master at `189fefb99183953be37f0d1084275fbb0f35d6e2`.

**Deployment mode**

Managed Linux server with PostgreSQL and explicit S3 storage
configuration.

## What Changed

- Add optional opaque storage namespace identity. S3 binds it to the
explicit endpoint, region, bucket, normalized prefix and addressing
style. Implicit endpoints retain full verification.
- Save a versioned child-snapshot receipt only after canonical crypto,
manifest and file restoration succeed and a second HEAD confirms the
same strong ETag and size.
- Bind reuse to the complete snapshot reference, key material, child
lineage, source operation and storage namespace. Require a fresh strong
HEAD and canonical validation that the current secret provider can
unwrap the saved snapshot key.
- Keep current directory/Git capture and source-owner checks on every
invocation. Read-only verifier callers do not write checkpoints.
- Merge checkpoint metadata under a short row lock without changing
parent journal hashes, snapshot retention or update timestamps. Bound
reads and writes. Lock timeouts, statement timeouts, deadlocks and
serialization conflicts are safe cache misses. Other errors remain
fatal.
- Extend real PostgreSQL/Git/archive tests with process death, scratch
removal, resume, changed bindings and single publication.

## Verification

- Baseline RED: two import invocations read each child twice. With
durable receipts, each child is read once across both invocations.
- Real process regression passed on the final rebased head: SIGKILL the
owned importer after one checkpoint, delete all scratch, and resume in a
new Node process. It retains the same operation and snapshot, reads each
child once across both processes, and records one publication.
- 53 focused cases passed in 104.86 seconds on the final production
bytes before rebase. They cover existing nested/cohort behavior,
namespace identity, changed source/reference/key/lineage/ETag, unknown
proof versions, weak validators and bounded row contention.
- After clean rebase and stronger scratch/snapshot assertions, the real
process case passed again in 18.54 seconds. Server TypeScript, module
boundaries and diff checks passed on final head
`9da68ee7ce4a778201ef85e21a11c49eeea7bc16`. Required CI supplies
final-head broad coverage.
- The initial restricted-network dependency setup failed; unchanged
preflight passed with normal network access. Initial TypeScript failures
in test pipe assertions were corrected. No failed attempt is counted as
a pass.
- Review found a missing current-master-key check. A real restart
regression with all child checkpoints complete reproduced unsafe
publication after switching to a different valid master key. Follow-up
`7ea92c2abd9ffdb2e7dd81cecf62c8fc7a6e74a5` delegates to the canonical
snapshot-key owner before both durable and in-memory cache hits.
- The fixed process regressions passed 2/2. Ten key-authority and
existing identity/source guard cases passed. The wrong-key process now
refuses with zero additional child payload GETs, no publication, and
unchanged original journal/snapshot rows. Server typecheck, module
boundaries and diff checks passed on the follow-up.
- Review also found that transient database failures could make the
optional checkpoint cache stop a valid import. Read and save now fall
back only for SQLSTATE `55P03`, `57014`, `40P01`, and `40001`.
Connection loss, identity changes, crypto failures, programming errors
and cancellation remain fatal. Reads use a read-only transaction with
one-second lock and eight-second statement limits.
- The checkpoint database-fault regression failed two cases before the
fix. All four recoverable import cases then passed. The final selected
run passed 21 cases, including fatal-error and cancellation controls,
real row contention, both process-restart cases and key/identity guards.
Server typecheck and boundaries passed. Fault injection is limited to
the checkpoint database boundary; the importer, PostgreSQL, Git,
archives, storage and publication remain real.
- Latest master was merged without rewriting published history. Six real
import/process-restart cases passed again on final head
`8c8e4213a680ebb5c8d6864416bc3a4f271e1e76` in 38.03 seconds. [Required
CI](https://github.com/paperclipai/paperclip/actions/runs/42658248222)
finished with 54 successful checks and four intentional skips; Snyk
passed. [Fresh
review](https://github.com/paperclipai/paperclip/pull/20311#issuecomment-6745354381)
is 5/5 with all four threads addressed and resolved. Hosted verification
after normal release delivery remains pending.

## Risks

- A stale receipt could skip authentication of a different object.
Complete reference/lineage/namespace binding, fresh strong HEAD and
row-locked save validation prevent that reuse. Missing or unsupported
hints trigger full verification.
- Mutable local files can change between attempts. Their source locks
and fresh captures remain required; a checkpoint never certifies current
local bytes.
- Checkpoint persistence can contend with other snapshot owners. It has
one-second lock and eight-second statement limits; the four classified
transient SQL errors retain the normal fully verified path. Other
database errors stop the import so lost source ownership cannot be
hidden.
- No schema, archive format, public API or saved-run identity change.
Older snapshots without receipts remain readable and get full
verification. Existing data and recovery obligations stay intact.

## Model Used

OpenAI Codex, GPT-6.1 Sol (`gpt-6.1-sol`), with reasoning, repository
tools and code execution. Context-window size is 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-09 11:03:48 -06:00
DottaandClaude Opus 5.5 099adb2728 fix(recovery): settle a remote workspace save that stopped without finishing (#20291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs in remote sandboxes save the workspace as snapshots.
Each save is a `workspace_operations` row with phase
`remote_workspace_snapshot`
> - The ownership registry lists that kind as in-progress work, but it
had no settle step
> - When a restart cut off a failing final save, the row stayed
`running` after its invocations had all stopped and its run had ended
> - The retained-source fallback refuses while any workspace operation
is running, so a task whose saved files could not be verified could
never continue from its last save
> - This pull request lets the ownership reconciler settle that row as
failed
> - The benefit is that the automatic fallback can continue such a task
without any user action

## Linked Issues or Issue Description

**What happened?**
A native run in a remote sandbox finished its turn. Its final workspace
save failed because the sandbox disk was full ("No space left on device"
in the snapshot copy). A graceful restart then interrupted the retry.
The run ended as `native_workspace_sync_out_retry_exhausted`. Its
`remote_workspace_snapshot` row kept `status: running` for six days,
with `saveWork: { activeIds: [], unknown: false, quiescedAt: <time> }`
and `exportCleanup: { state: "pending" }`. The retained-source fallback
checked the task and refused with `workspace_operation_running`, so the
task stayed blocked.

**Expected behavior**
A save with no active or unknown invocation, whose run is terminal, is
finished work. The reconciler must mark it failed, so the fallback can
continue from the last committed save. A save that might still be
running must stay untouched.

**Steps to reproduce**
1. Run a native task in a remote sandbox. Make its final save fail, then
restart the server during the retry, so the save's work is quiesced and
the operation stays `running`.
2. Let the task's recovery refuse with an unverifiable-source failure
(for example `allocation_ownership_ambiguous`).
3. The retained-source fallback refuses with
`workspace_operation_running` on every check, and the task never
continues.

**Paperclip version or commit**
`master` at f7c85bca18.

Refs #20282 (the other cause of the same stuck task: a false ownership
refusal).

## What Changed

- `settleAbandonedRemoteSnapshotSave`
(`recovery/workspace-finalize-attempt-settlement.ts`) settles a
`remote_workspace_snapshot` row in `running` or `pending` only when all
of these are true:
- its save work is quiesced (`activeIds` is empty and `unknown` is
false);
  - its run is terminal.
It sets `status: failed`, records `abandonedSave` provenance and
`lastFailure: remote_workspace_save_abandoned`, keeps `saveWork` and
`exportCleanup`, writes a `workspace_operation.reconciled` activity
entry, and wakes the workspace's terminal work.
- The ownership registry wires it as the settle of
`remote_snapshot_save`.
- In the same transaction it re-arms blocked fallbacks. For every open
hold whose fallback check last refused with
`workspace_operation_running` and whose source run used this save's
workspace, it clears the check and wakes the workspace-recovery queue. A
hold that had already spent its 12 checks (no next check) continues as
well.
- The settle uses the save path's own `readSaveWork`, now exported, so
it never settles save work that the save path would treat as invalid.
- Because the row now has a `lastFailure`, `retireQuiescedSaves` retires
it like any failed save when a later final save commits. A later retry
of the same save boundary reopens a failed row, as before.
- The ownership inventory row for this kind names the new settle.

## Verification

- Red before the fix, green after: `settles a remote snapshot save that
stopped without finishing after its run ended, and keeps open or live
ones` (`ownership-reconciliation-report.test.ts`). Before: `settled: 0`.
After: only the abandoned save settles. Saves with a live run, an active
invocation, or unknown save work stay `running`.
- Red before the fix, green after, end to end: `continues once the
reconciler settles a final save a restart left running after its run
ended` (`workspace-recovery-fallback.test.ts`). The fallback first
refuses with `workspace_operation_running`, and the test then spends its
check budget (12 checks, no next check), so the hold drops out of
discovery. After one ownership reconciliation pass, the save is `failed`
and the check is cleared. The worker then resolves the hold with
`retained_source_unverifiable_continued_from_last_saved`. Without the
re-arm, this test fails.
- The reconciler test also covers save work that is not quiesced
(`quiescedAt: null`), save work that is invalid (`quiescedAt: ""`), and
a `pending` save.
- `workspace-recovery-fallback.test.ts` (16 tests),
`ownership-reconciliation-report.test.ts`, and the remote workspace
lifecycle, save-concurrency, and snapshot-retention suites pass (80
tests, 1 environment-gated file skipped).
- `PAPERCLIP_TYPECHECK_LOW_MEMORY=1 pnpm typecheck` in `server` passed.

## Risks

- A save in another process registers its invocation in `activeIds` in
the same row-locked transaction before it runs. The settle locks the row
and requires `activeIds` to be empty and `unknown` to be false, so it
cannot fail a save that is still working.
- A save whose process died with its invocation still in `activeIds`
stays `running`. That case needs an owner-death proof, which is out of
scope here.
- No schema or API change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:26:04 -06:00
DottaandClaude Opus 5.5 fd2e7482c0 fix(runner): stop a lost runnerd's provider and tools from a durable lineage journal (#20270)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A local native run uses one runner daemon (`paperclip-runnerd`).
runnerd starts the provider (for example OpenCode), and the provider
starts tool processes
> - When runnerd dies in the middle of a tool call, the provider and its
tools are re-parented. The only record of that process tree was in
runnerd's memory
> - Close then cannot prove that those processes stopped. It quarantines
the session, and the next attempt stops with
`native_session_cleanup_quarantined`: "Automatic recovery stopped /
operator recovery required"
> - Restarts and runner loss are product failures. Interrupted work must
recover by itself, and it must never get two writers in one workspace
> - This pull request makes runnerd journal its process lineage to disk,
and makes close stop and prove gone every journalled process after
runnerd is lost
> - The benefit is that a killed runnerd leads to an automatic, safe
retry within the normal attempt budget, instead of an operator stop

## Linked Issues or Issue Description

Refs #20259 (runner loss classification and the lineage sampler panic).
Refs #20260 (automatic continuation of an inert cleanup quarantine).

**What happened?**
A chat eval killed only the owned local `runnerd` process (SIGKILL)
during an OpenCode tool call
(`chat-features.runner-opencode.local.recovery.retry-exhausted`,
`recovery.explain-stall` and `recovery.source-action`). Attempt 1
recorded `native_runner_process_exited` with "Retry scheduled 1/3".
Attempt 2 stopped with `native_session_cleanup_quarantined`. The task
was blocked with no owner, and the next action was operator recovery.

**Expected behavior**
After runnerd is lost, the product stops the provider and tool processes
that runnerd started, proves them gone, and continues the run within its
retry budget. When it cannot prove that, it keeps the fail-closed
quarantine.

**Steps to reproduce**
1. Start a local native OpenCode (or Codex) run.
2. Let the agent run a tool that leaves the provider's session (for
example `nohup job &`).
3. Send SIGKILL to the `runnerd` PID only.
4. Close rejects with `runner did not durably suspend before
checkpoint`, and the next attempt fails with
`native_session_cleanup_quarantined`.

**Paperclip version or commit**
master at 4c15eea770

## What Changed

- `process_lineage.rs`: runnerd journals each supervised process's
lineage to `<runner state>/process-lineage/lineage-<runnerd
pid>-<n>.json`. The journal holds the root, every member, and every
group and session a member leads, each with its start time. The first
record is written when the provider is spawned, before any tool can run.
Later records are written by the existing 50 ms sampler only when the
record changes. A teardown that proves the lineage gone removes the
journal.
- `process_lineage/journal.rs` (new module): the on-disk format, the
write rules and the reaper `reap_journals`. The reaper refuses when
runnerd never journalled (no writer marker) or when runnerd is still
alive. It restores each journal into the same `LineageState` rules,
sends TERM and then KILL only to processes whose PID and start time
still match, and reports `verified` only when none remain. A journal
that it cannot read refuses the proof.
- Unsampled escapes: each record stores `sampled_through`, the newest
process start that its read listed. The value is refreshed at most once
a second while the membership is unchanged. The reaper refuses
(`unattributed_orphan`) when a same-user orphan (parent PID 1) that is
in no journal started after that point. Such a process can be a tool
that started after the last read, so the reaper neither signals it nor
ignores it.
- A failed journal write removes the writer marker. Removal needs no
free space. After that, no reap can verify from a record that may be
missing a member.
- `paperclip-runnerd`: durable mode enables the journal before any
provider starts. A new `reap-lineage --state-dir --runner-pid` mode
prints the report and exits 0 only when verified.
- `runnerd-codex-transport.ts`: close samples whether runnerd exited
unsuspended before close sent any signal. In that case, for a runnerd
that this transport spawned on this host, it runs the reaper from the
same executable. A verified report ends the session as a crash stop with
its durable record intact. Recovery then continues the run. Any other
result keeps the existing `NativeSessionCloseUnrecoverableError`
quarantine. Launcher-owned (remote) and adopted runners do not use this
path.
- `runnerd-codex-transport.ts`: close does not queue a durable
`runner.suspend` for a runnerd that it already knows is lost. Before,
that suspend stayed pending in the saved control-plane state. A later
runnerd on the same root then failed at startup with `terminal command
result acknowledgement changed its durable identity`. The shared
suspension barrier is unchanged for remote and adopted runners.
- `runnerd-codex-transport.ts`: a runnerd that exits during close (for
example because its provider snapshot is unreadable) is not a loss. It
keeps the quarantine.
- `runnerd-codex-transport.ts`: `#runnerHasExited` treated a
signal-killed runnerd as alive, because `exitCode` is `null` and only
`signalCode` is set. Close then spent its whole deadline trying to
suspend a dead runner. It now checks `signalCode` too.
- `fake-codex-app-server`: `--spawn-escaped-tool-job <pidfile>` starts a
tool job in its own session at turn start.
- `doc/execution-semantics.md`: describes the journal, the reaper and
the fallback.

## Verification

- Rust, `cargo test -p paperclip-runner-core --lib process_lineage` (14
pass) and `process_supervisor` (20 pass). New cases:
- `reaping_refuses_an_orphan_born_after_the_last_sample`: a tool starts
after the last read, starts a new session and exits, and leaves a
non-leader orphan job. The reap refuses and does not signal the job. It
fails without the guard.
- `a_failed_journal_write_withdraws_the_writer_marker` and
`an_unchanged_record_is_rewritten_only_to_advance_sampled_through`.
- `reaping_stops_a_dead_runners_provider_and_its_escaped_tool_job`: a
real provider and a real `setsid` tool job, with a dead writer. The reap
stops both, proves them gone and retires the journal and marker.
- `reaping_refuses_without_a_marker_or_while_the_writer_lives` and
`reaping_refuses_an_unreadable_journal`.
- `a_journalled_record_restores_the_same_lineage`: after a round trip,
the restored record still finds a re-parented job and its later child,
and ignores an unrelated process.
- TypeScript, live with the real debug runnerd: `stops a lost runnerd's
provider and escaped tool job from its lineage journal`.
- `journal=true`: SIGKILL runnerd mid-turn. The escaped tool job
outlives runnerd. Close resolves, the job is gone, and the report is
`verified`. Before the fix, close rejected with `runner did not durably
suspend before checkpoint` and the job stayed alive.
- `journal=false` (an older runnerd with no journal): close still
rejects, and the job is not signalled.
- `runner-lineage-reap.test.ts`: a report from an older runnerd, a
malformed report, or an inconsistent `verified` report never counts as
proof.
- Turn-start cost: the journal adds one single-process read and one
small file write when runnerd spawns its provider (about 1.5 ms in a
macOS debug build), once for each runnerd. Nothing is added for each
turn.
- Paid runner E2E,
`chat-features.runner-opencode.local.recovery.retry-exhausted`, on the
eval branch with this fix (runs 42637596571 and 42644400434). Before the
fix (run 42615758956), attempt 2 stopped with
`native_session_cleanup_quarantined`. Now each of the three runnerd
kills records `native_runner_process_exited`. Attempts 1 and 2 are
`retryable_failure`, and attempt 3 is `terminal_failure` with cause
`native_session_retry_exhausted` (attempt 3 of 3). The reaper ran after
the first kill and verified. The cell still fails one eval setup check.
The check waits for an *active* exhausted recovery action, but
`execution-recovery-resolution.ts` settles that action as resolved and
blocks the task (`preserve_without_replay_v1`). That is a separate
grader decision, outside this PR.

## Risks

- Medium. The change only affects a close where runnerd already exited
without suspending and without a signal from close. Every other close is
unchanged.
- The reaper signals processes by PID. Each signal re-checks the PID's
start time first, and a group or session is used only while its leader
PID still names the recorded process (the same rules as the existing
in-process teardown).
- A crash stop leaves the durable root unsuspended. The coordinator
already scheduled a retry for `native_runner_process_exited`. That retry
now runs instead of failing on the quarantine. The paid E2E shows that
attempts 2 and 3 start on the same run.
- The escape guard can refuse when an unrelated same-user process
becomes an orphan in the window of about one second after the last read.
The fallback is today's quarantine. An orphan of a subreaper other than
init is not seen by the guard.
- The journal adds at most one small write each second for each runnerd
while processes start on the host. This happens on the background
sampler, not before turn start.
- Previous-release story: no database or saved-session schema change.
The journal is a new file in the runner state directory. A runnerd from
an older release writes no journal and has no `reap-lineage` mode. Its
loss keeps today's quarantine, and the existing board Retry and
stopped-session proofs still apply.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use and code execution.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:19:41 -06:00
Dotta 5c73633a8f fix(workspaces): preserve remote recovery holds during online import (#20298)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Online workspace import preserves old controller-local files while
unrelated remote work continues.
> - A task can have an old local checkout and a separate durable remote
workspace.
> - A terminal remote run can retain a file-recovery hold on that task.
> - The legacy source checker rejects remote references, so that hold
blocks independent local imports.
> - This pull request proves that the hold belongs only to the separate
remote source and fences its finalizer during import.
> - Old files can migrate while the remote recovery obligation stays
intact.

## Linked Issues or Issue Description

Refs #19873 and #19854 for the existing cohort and source-verification
paths. Searched related online migration and remote recovery PRs; no
duplicate fix was found.

**What happened?**

Online import rejects a legacy Git checkout with
`online_workspace_source_scope_unproven` when a same-task failed run has
a prepared reference to a separate durable remote workspace. The legacy
run reader rejects remote references before the hold can be classified.

**Expected behavior**

Independent local files can import under their source fences. The
separate remote workspace, dirty writer, allocation, accepted result and
recovery hold must stay intact.

**Steps to reproduce**

1. Create related local Git workspaces.
2. Record a terminal failed native run and an exhausted file-recovery
hold for a separate durable remote workspace on the same task.
3. Import the local leaf online. The old checker refuses before capture.

**Paperclip version or commit**

Reproduced on master at `052c638b519ebb15f81e4fcd1a96adf6cd3b2f10`.

**Deployment mode**

Managed server with PostgreSQL and remote Runner execution.

## What Changed

- Add a distinct remote-only preservation proof. Keep remote runs
excluded from legacy export sources.
- Use the canonical source inspector and prepared-reference matcher.
Bind the run, finalizer, action, task, accepted result, authority,
allocation and prior committed snapshot.
- Acquire the held run's finalizer fence through the existing sorted
lock path. Existing source-proof reinspection rejects changes before
publication.
- Preserve previous-release prepared references with an older baseline
snapshot. Do not require that snapshot's epoch or source run to equal
the current run.
- Add real PostgreSQL import, authenticated cold restore, preservation,
refusal, lock-contention and publication-race regressions. Document the
behavior.

## Verification

- Genuine baseline failure on unchanged product: the real importer
refuses with `online_workspace_source_scope_unproven`.
- Final focused regression file: 23 tests passed in 13.19 seconds
through the canonical isolated PostgreSQL wrapper on Node 24.22.2.
- 24 existing affected migration/recovery tests passed against the same
final production bytes. Another 83 tests were explicitly excluded by the
focused selection; no full-suite pass is claimed.
- The positive imports local bytes, confirms the remote finalizer fence
is held during upload, leaves all remote records unchanged, parks the
original repository and authenticates/restores the archive.
- Refusal and race cases cover malformed, foreign, same-local and mixed
references; active owners/writers; changed allocation, result, task,
action, authority and baseline; and finalizer contention.
- Server TypeScript check, module-boundary check and `git diff --check`
passed.
- An intermediate run had one incorrect assertion that expected an
explicit empty legacy-source array. The canonical journal omits that
empty field. The final assertion accepts absence and still forbids any
exported remote source. Final relevant results are 23 new plus 24
existing passes, rather than a claim that the earlier invocation passed
in full.
- Required CI passed on head `6a278e717db2b5f614b0a595f99bfd0fb5430227`:
55 successful checks and 4 intentional skips. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/42650025033).
Greptile reviewed that head at 5/5 with no actionable findings or open
inline/review comments. Hosted continuation remains pending normal
delivery.

## Risks

- A false disjointness proof could admit an unsafe local import. Strict
company/task/source binding, the canonical inspector, finalizer fencing
and publication revalidation retain refusal on uncertainty.
- This does not recover or settle remote files. Dirty authority and the
original recovery obligation remain unchanged.
- No schema, public API, archive format or saved-run identity changes.
Existing persisted state carries forward.

## Model Used

OpenAI Codex, GPT-6.1 Sol (`gpt-6.1-sol`), with reasoning, repository
tools and code execution. The runtime does not expose the context-window
size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-09 10:13:41 -06:00
Nicky LeachandPaperclip 052c638b51 fix(environments): honor stopped-task proof after warm preparation (#20289)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A warm plugin Runner retains its task for later runs.
> - A follow-up can find that the retained task has stopped.
> - The resume path already asks settle to check status before it sends
stop.
> - A saved startup marker disabled this order, even after warm
preparation had finished.
> - This pull request applies the same stop-proof check to all
observed-stop releases.
> - The next run skips a repeated stop when status proves both execution
and required preparation have stopped.

## Linked Issues or Issue Description

Fixes: #20224
Refs #20203

## What Changed

- Remove the startup-marker exclusion from the existing status-first
path. Keep the existing shared confirmation check. It still requires
`preparationStopped: true` for startup work.
- Keep stop followed by status when the first status lacks the required
proof. Keep the startup drain, credential writeback, complete, and
cleanup failure handling.
- Add retained-task coverage with the startup metadata that warm
preparation saves. Cover a startup cleanup whose first status lacks
preparation proof.
- Update the plugin task lifecycle contract.

## Verification

- Local macOS, source base `3e8744fa91`: from `server`, `pnpm exec
vitest run src/__tests__/environment-task-runtime.test.ts
src/__tests__/plugin-warm-tasks.integration.test.ts
src/__tests__/plugin-task-credential-writeback.test.ts` passed: 3 files,
82 tests. The integration tests use real embedded PostgreSQL and
controlled plugin results.
- After restoring the fix, the two affected files passed again: 73
tests.
- Independent parent verification on commit `19f720ff68`: the two files
filtered to the changed startup-proof and retained-task cases passed (4
tests). Independent source review found no actionable issue.
- Baseline proof: with only the source condition restored to upstream,
the new retained-task test with saved startup metadata fails because it
sees an extra `stop`. The case without that metadata passes. The source
fix was then restored.
- The retained-task regression asserts exactly `environmentResumeLease`,
`status`, `complete`, and `environmentAcquireLease`, with both task
operations bound to the old task. The startup test also proves that
missing preparation proof sends `stop` and a second `status`.
- Test setup: `node scripts/agent-preflight.mjs --skip-rust-debug
--explain` installed dependencies, then stopped because Cargo is
unavailable on this Mac. Initial test collection failed because the
plugin SDK output was absent. `pnpm --filter @paperclipai/plugin-sdk
build` built that required dependency and the shared package; the
targeted test run then passed.
- Standard Greptile reviewed commit
`19f720ff686058b4dd6b34f27cdfb9c8ff60e50a` at 5/5 with no review
threads.
[Review](https://github.com/paperclipai/paperclip/pull/20289#issuecomment-6743829614).
- Full local checks were not run, as requested. [GitHub PR workflow
42644023868](https://github.com/paperclipai/paperclip/actions/runs/42644023868)
passed on final commit `19f720ff686058b4dd6b34f27cdfb9c8ff60e50a`. It
supplied broad typecheck, build, and test coverage. The separate Snyk
status passed. Optional Storybook checks were skipped.
- The change removes one provider stop call on the reported path. The
issue's measured eight calls would become seven if other calls stay the
same. The earlier five-call target is not claimed. No deployed latency
measurement is claimed.

## Risks

- A provider that cannot prove preparation stopped still gets stop and
status. That fallback can cost one extra status call, as the existing
status-first contract already allows.
- A status failure keeps cleanup pending and blocks replacement. No
termination proof or credential handoff is skipped.
- No schema, API, dependency, or timer change. No added work on
successful task reuse or ordinary task dispatch.
- Live provider acceptance remains unrun. The local evidence checks
orchestration and stop-proof handling.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, repository inspection,
shell tools, and code execution. The exact serving model ID and context
window are not exposed by this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 07:44:19 -08:00
DottaandClaude Opus 5.5 dc9ad17515 perf(storage): time workspace snapshot save and restore steps and count storage retries (#20280)
## Thinking Path

- Cloud durable storage is a major source of failures and slowness on
staging. For example, a staging task failed when saving files after
automatic retries.
- Before measuring or fixing it, we need to see where storage time goes.
Today a saved-workspace restore before the turn appears only inside the
coarse `workspace_environment_realize` phase.
- After the turn, the save's encrypt, put, verify and multipart throttle
backoff have no timing at all. Only `captureMs`, `transferMs`,
`verifyMs`, `uploadMs` and `publishMs` exist, in `saveTiming`.
- Storage retries happen in the SDK and in the multipart uploader,
invisibly.
- This adds the measurement first, so the storage-mode chaos waves
(MinIO behind a fault proxy) can report save and restore p50/p95 and
point at the dominant wait.

## Linked Issues or Issue Description

**What happened?**
Durable-storage saves and restores were opaque in the run log and save
timing. A slow or repeatedly retried storage call could not be told
apart from slow capture, encryption or sandbox work.

**Steps to reproduce**
1. Run a remote task with S3-compatible durable storage, so it saves
after the turn and restores on the next run.
2. Inspect the run log and the `remote_workspace_snapshot` operation's
`saveTiming`. The restore's download, decrypt and verify, and the save's
put, verify and throttle backoff, have no timing.

**Expected behavior**
Each storage step has a duration, and storage request retries and
backoff are counted.

## What Changed

- `server/src/storage/request-stats.ts` (new): an async-local collector
of storage request statistics. Counts only:
  - `requests`, `attempts` and `failedRequests`;
  - `retryDelayMs` (SDK waits);
- `parts`, `throttled` and `backoffMs` (the multipart uploader's waits).
- `server/src/storage/s3-failure.ts`: `withS3FailureDiagnostics`, which
wraps every S3 send, records each request's SDK `$metadata.attempts` and
`totalRetryDelay`, on success and on failure.
- `server/src/storage/s3-multipart.ts`: records each uploaded part and
each resend wait, flagged throttled when the backend returned 503, 429
or SlowDown.
- `server/src/services/remote-workspace-snapshot-storage.ts`:
  - Each step is a `storage.snapshot.*` run phase:
    - save: `prior_attempts`, `encrypt`, `digest`, `put`, `verify`;
    - restore: `download`, `decrypt`, `verify_plaintext`, `publish`.
- A caller can pass a `timing` record that receives the step durations,
the bytes and the request statistics.
- `server/src/services/remote-workspaces.ts`:
  - The save passes a timing record, kept in `saveTiming.storage`.
- The sandbox unpack during a restore is its own phase,
`workspace.snapshot.sandbox_restore`.
- `execution-preparation-timing.ts`: the new phase names.
- `doc/run-log-events.md`: a new "Durable storage timing" section.

Because the restore runs inside run preparation, its steps of 50 ms or
more become `run.performance.span` rows with no extra plumbing. This is
run-log and instance-database data only; there's no Telemetry change.

## Verification

- `server`: `storage-s3-multipart-backoff`, `storage-s3-multipart`,
`storage-s3-multipart-throttle`, `storage-s3-failure-diagnostics`,
`remote-workspace-snapshot-storage` and `execution-preparation-timing`
tests: 86 passed. They include:
- collected stats for a throttled multipart upload: 12 requests, 7
failed, 7 throttled, 35.5 s backoff and 3 parts;
  - a save and restore that fill every step duration and the byte count.
- `remote-workspaces.integration.test.ts`: 112 passed. Its `saveTiming`
assertion now includes `storage`.
- Server typecheck: no errors in the touched files.

## Risks

- **Overhead:** one async-local lookup per S3 request, plus timestamps
per snapshot step.
- **Collector scope:** the collector only exists inside a snapshot save
or restore. Other storage callers are unaffected; they record nothing.
- **`saveTiming`** gains a `storage` object. Readers that compare it
exactly (one test, updated) will see the new field.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 09:41:53 -06:00
DottaandClaude Opus 5.5 ac0d0374f2 perf(issue-detail): measure task opens on real instances (#20276)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People open a task from their issues list to see what an agent is
doing and to reply
> - On a busy staging instance, the composer and the latest messages
take 1.1–2.0 s to appear after a click. For one task with a slow run
log, they took 13.9 s
> - Local fixtures do not reproduce this. They do not have real network
round trips, real server contention, or real object-store latency
> - This pull request adds the measurement we need: a browser harness
that times a task open on a real instance, and a Server-Timing entry on
every API response that separates server time from network time
> - It also records the staging baseline and the improvement plan
> - The benefit is that each later performance change can be measured on
real data with the same tool, before and after deploy

## Linked Issues or Issue Description

**Problem or motivation**
Opening a task from the issues list is slow on instances with real data.
The composer and the latest chat messages can take seconds to appear. We
could not measure this on staging in a repeatable way. We also could not
tell server time from network and queueing time for most API requests.

**Proposed solution**
Add a reusable browser harness for task opens, and add a `paperclip_api`
Server-Timing entry to every API response.

**Alternatives considered**
Local Playwright fixtures only. They do not reproduce real network round
trips, server contention or object-store latency, so they did not show
the delays that people see. Per-endpoint Server-Timing only. It does not
cover the many other requests that run during a task open.

**Roadmap alignment**
This is measurement for existing task-loading behaviour. It does not add
product features. The staging baseline and the measured causes are in
`doc/plans/2026-11-09-task-loading-performance.md`. Follow-up pull
requests change the loading behaviour itself, starting with #20277.

## What Changed

- Added `server/src/middleware/api-server-timing.ts`. Every `/api`
response now has a `paperclip_api;dur=<ms>` Server-Timing entry. The
value is the server time from request arrival until headers are written,
including admission waits. The entry is appended, so the existing
`paperclip_issue` phases stay first.
- Registered the middleware first in `server/src/app.ts`.
- Added `tests/perf/issue-detail/staging-click-harness.js`. It clicks a
task row and records, frame by frame, when the composer and the latest
message become visible, layout shifts, movement of the latest message,
and the requests that run before the page is ready. The summary labels
each sample instead of using the task reference. It replaces query
values and every path segment that contains a digit. A fetch that is
still running when the sample ends is listed as pending.
- Documented the harness in `tests/perf/issue-detail/README.md`.
- Added the dated plan
`doc/plans/2026-11-09-task-loading-performance.md` with the staging
baseline, the causes, and the prioritized slices.

## Verification

- `cd server && npx vitest run src/__tests__/api-server-timing.test.ts`.
3 tests pass. They cover the JSON responses, the time spent in earlier
middleware, preserving route phases, and explicit `writeHead` calls.
- `tests/perf/issue-detail/issue-detail.perf.spec.ts` reads the first
`dur=` value. That value is still `paperclip_issue`.
- The harness was used on staging to capture the baseline in the plan
document.

## Risks

- Low risk. The header has only a duration, with no request, user or
company data.
- The middleware wraps `res.writeHead` once for each request. This is
the same pattern that `on-headers` uses.
- Server-Timing is visible to same-origin scripts only. No
`Timing-Allow-Origin` header is added.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, browser automation, file editing).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 09:06:37 -06:00
DottaandClaude Opus 5.5 1004e55180 fix(recovery): stop stall wakes from failing setup on a held workspace (#20273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Recovery tells a waiting parent or dependent when a child or blocker
stalls on the board (`issue_blocker_stalled`)
> - A legacy child that an older release bound to its parent's remote
workspace failed its save, and its save recovery was exhausted. Its
ended run still holds the shared workspace, days past the one-hour
holder cutoff
> - Workspace reservation refuses a run on such a hold and fails setup
with "The workspace still has an unfinished writer or save operation."
Every stall wake of the parent created a run that could only fail this
way
> - The stall sweep treated each failed run as an undelivered wake and
retried it every ten minutes, with no backoff and no limit. On staging
this made 72 failed runs (58 of 60 failures since a deploy), in pairs
every ten minutes
> - This pull request makes the stall sweep hold a wake while the
waiter's workspace hold refuses a run, and bounds retries of a wake
whose run fails
> - The benefit is that a held workspace no longer produces a failed run
every ten minutes, and the wake still arrives once the hold settles

## Linked Issues or Issue Description

**What happened?**
A parent task was woken by `issue_blocker_stalled` twice every ten
minutes. Each run failed in setup (`setup_failed`,
`executionRecovery.kind=bootstrap`, `providerWorkStarted=false`) with
"The workspace still has an unfinished writer or save operation." The
parent's remote workspace was held by a child's ended writer run whose
save recovery was exhausted
(`native_workspace_sync_out_retry_exhausted`, last failure
`agent_stop_unconfirmed`). The child shared the parent's workspace
because an older release created it before subtasks got their own
workspace (#19860).

**Expected behavior**
A wake that cannot start because its workspace is held must not create a
failed run every time. It should wait until the hold settles. Automatic
retries must be bounded.

**Root cause**
- `server/src/services/heartbeat/workspace-preparation.ts` rethrows
`RemoteWorkspaceWriterActiveError` as a setup failure when the ended
writer is silent past `WORKSPACE_BUSY_HOLDER_STALE_AFTER_MS`
(documented, intended).
- `server/src/services/recovery/blocker-stall-wakeups.ts` retried every
non-delivered wake row (including `failed`) after
`REFUSED_WAKE_RETRY_MS` (10 minutes) with no backoff and no limit, and
it did not check whether the waiter could start at all.

## What Changed

- `remote-workspace-writer-hold.ts`: add
`remoteWorkspaceHoldRefusesStart`, the one rule for a hold that
reservation refuses outright (unattributed writer, or a writer silent
past the cutoff with no live owner fence).
- `workspace-preparation.ts`: use that rule instead of an inline copy,
so reservation and wake senders cannot drift.
- `blocker-stall-wakeups.ts`: before waking a waiter, check for proof
that its run would be refused. The proof is that the assignee's own
latest run on the task failed setup with the unfinished-writer error,
and the bound workspace hold still refuses a run. Then do not wake it;
count it as deferred and re-check at most hourly. A different assignee
(for example a controller-only agent that never uses the workspace), a
later run, or a settled hold lets the wake through. Reservation already
tried and failed the unchanged-writer release for that run, so the sweep
does not repeat that proof.
- `blocker-stall-wakeups.ts`: count failed runs that carry the stall
(the keyed wake's run and keyless resource-wait retries that keep its
context). Retry after 10, then 20 minutes, and stop after the third
failed run. Refusals (wake-on-demand off, agent paused) keep the
10-minute retry. A new stall (new recovery action) wakes again.
- `remote-workspace-writer-hold.ts` / `remote-workspaces.ts`: share the
unfinished-writer error text as one constant.
- `doc/execution-semantics.md`: document both rules.

## Verification

- Red before the fix
(`server/src/__tests__/issue-blocker-stall-wakeups.test.ts`): 3 new
tests failed. The held-workspace test got a delivered wake; the backoff
test got a third wake 11 minutes after the second failure.
- Green after the fix: `npx vitest run
src/__tests__/issue-blocker-stall-wakeups.test.ts` passes 22/22. Added
after review: a waiter with no refused run, or a reassigned waiter, is
still woken; failed resource-wait retries count toward the limit.
- The new tests use the staging shape: a legacy `shared_workspace`
remote workspace owned by the parent, a child bound to it, the child's
failed native writer run ended four days ago with
`native_workspace_sync_out_retry_exhausted`, a dirty authority, and the
child's board-owned exhausted recovery action. The parent's own earlier
run failed setup on the hold, as on staging. They also prove that a
writer inside the cutoff still gets its wake (the run parks in a
workspace wait), and that the wake is delivered once the hold settles.
- Related suites pass: `heartbeat-remote-workspace-busy.test.ts`,
`heartbeat-dependency-scheduling.test.ts`,
`native-cancelled-workspace-preservation.test.ts`,
`src/modules/run-dispatch`.
- `npx tsc --noEmit -p server` passes.
- `pnpm verify` exits 2 because `doc/execution-semantics.md` is a global
CI input; required CI supplies the broad coverage.

## Risks

- Low. No schema or persisted-shape change. Saved state from the
previous release (existing wake rows, existing workspace authority) is
read as-is: earlier `failed` stall wake rows count toward the new
three-run limit, which stops the current loop at once after deploy.
- A parent whose workspace stays held is not woken for the stall until
the hold settles. The stall is still listed on its page and the child's
recovery action stays with the board.
- Not fixed here: the exhausted save hold itself is never settled
automatically (`agent_stop_unconfirmed` exhaustion in workspace
recovery), and legacy children that still share a parent's workspace are
not moved. Both touch workspace recovery code that is under concurrent
change and are left for a follow-up.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, browser read-only inspection of
staging).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 08:28:21 -06:00
DottaandClaude Opus 5.5 2dd7a98753 fix(recovery): return a settled restore hold's warm sandbox to reuse (#20278)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Recovery tells a waiting parent or dependent when a child or blocker
stalls on the board (`issue_blocker_stalled`)
> - A legacy child that an older release bound to its parent's remote
workspace failed its save, and its save recovery was exhausted. Its
ended run still holds the shared workspace, days past the one-hour
holder cutoff
> - Workspace reservation refuses a run on such a hold and fails setup
with "The workspace still has an unfinished writer or save operation."
Every stall wake of the parent created a run that could only fail this
way
> - The stall sweep treated each failed run as an undelivered wake and
retried it every ten minutes, with no backoff and no limit. On staging
this made 72 failed runs (58 of 60 failures since a deploy), in pairs
every ten minutes
> - This pull request makes the stall sweep hold a wake while the
waiter's workspace hold refuses a run, and bounds retries of a wake
whose run fails
> - The benefit is that a held workspace no longer produces a failed run
every ten minutes, and the wake still arrives once the hold settles

## Linked Issues or Issue Description

**What happened?**
A parent task was woken by `issue_blocker_stalled` twice every ten
minutes. Each run failed in setup (`setup_failed`,
`executionRecovery.kind=bootstrap`, `providerWorkStarted=false`) with
"The workspace still has an unfinished writer or save operation." The
parent's remote workspace was held by a child's ended writer run whose
save recovery was exhausted
(`native_workspace_sync_out_retry_exhausted`, last failure
`agent_stop_unconfirmed`). The child shared the parent's workspace
because an older release created it before subtasks got their own
workspace (#19860).

**Expected behavior**
A wake that cannot start because its workspace is held must not create a
failed run every time. It should wait until the hold settles. Automatic
retries must be bounded.

**Root cause**
- `server/src/services/heartbeat/workspace-preparation.ts` rethrows
`RemoteWorkspaceWriterActiveError` as a setup failure when the ended
writer is silent past `WORKSPACE_BUSY_HOLDER_STALE_AFTER_MS`
(documented, intended).
- `server/src/services/recovery/blocker-stall-wakeups.ts` retried every
non-delivered wake row (including `failed`) after
`REFUSED_WAKE_RETRY_MS` (10 minutes) with no backoff and no limit, and
it did not check whether the waiter could start at all.

## What Changed

- `remote-workspace-writer-hold.ts`: add
`remoteWorkspaceHoldRefusesStart`, the one rule for a hold that
reservation refuses outright (unattributed writer, or a writer silent
past the cutoff with no live owner fence).
- `workspace-preparation.ts`: use that rule instead of an inline copy,
so reservation and wake senders cannot drift.
- `blocker-stall-wakeups.ts`: before waking a waiter, read its bound
remote workspace hold. When the hold refuses a run, do not wake it;
count it as deferred and re-check at most hourly. A workspace with an
unchanged-release baseline is left to reservation, which can release it.
- `blocker-stall-wakeups.ts`: a stall wake whose run failed is retried
after 10, then 20 minutes, and not after the third failed run. Refusals
(wake-on-demand off, agent paused) keep the 10-minute retry. A new stall
(new recovery action) wakes again.
- `doc/execution-semantics.md`: document both rules.

## Verification

- Red before the fix
(`server/src/__tests__/issue-blocker-stall-wakeups.test.ts`): 3 new
tests failed. The held-workspace test got a delivered wake; the backoff
test got a third wake 11 minutes after the second failure.
- Green after the fix: `npx vitest run
src/__tests__/issue-blocker-stall-wakeups.test.ts` passes 20/20.
- The new tests use the staging shape: a legacy `shared_workspace`
remote workspace owned by the parent, a child bound to it, the child's
failed native writer run ended four days ago with
`native_workspace_sync_out_retry_exhausted`, a dirty authority, and the
child's board-owned exhausted recovery action. They also prove that a
writer inside the cutoff still gets its wake (the run parks in a
workspace wait), and that the wake is delivered once the hold settles.
- Related suites pass: `heartbeat-remote-workspace-busy.test.ts`,
`heartbeat-dependency-scheduling.test.ts`,
`native-cancelled-workspace-preservation.test.ts`,
`src/modules/run-dispatch`.
- `npx tsc --noEmit -p server` passes.
- `pnpm verify` exits 2 because `doc/execution-semantics.md` is a global
CI input; required CI supplies the broad coverage.

## Risks

- Low. No schema or persisted-shape change. Saved state from the
previous release (existing wake rows, existing workspace authority) is
read as-is: earlier `failed` stall wake rows count toward the new
three-run limit, which stops the current loop at once after deploy.
- A parent whose workspace stays held is not woken for the stall until
the hold settles. The stall is still listed on its page and the child's
recovery action stays with the board.
- Not fixed here: the exhausted save hold itself is never settled
automatically (`agent_stop_unconfirmed` exhaustion in workspace
recovery), and legacy children that still share a parent's workspace are
not moved. Both touch workspace recovery code that is under concurrent
change and are left for a follow-up.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, browser read-only inspection of
staging).

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 08:28:04 -06:00
DottaandClaude Opus 5.5 1b09920a64 fix(issues): refuse agent status changes that detach another run's live execution (#20271)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task that an agent run executes holds a checkout lock and an
execution lock (`checkoutRunId`, `executionRunId`)
> - A status change away from `in_progress` clears these locks. It does
not stop the run that holds them
> - Agents cannot stop another agent's run: run cancel and the task-tree
pause are board-only
> - But an agent that can edit a task (for example a lead with the
manage-active-checkouts grant over its report) can change its status.
The run then keeps running and is no longer bound to its task
> - In chat evals, a lead "paused" a launch tree. It moved running
subtasks to backlog. The runs kept running, detached
> - This pull request refuses an agent's status change when a different
queued or running run holds the task's lock. The denial is final, links
the task, and names the person's controls
> - The benefit is that agents cannot interrupt another agent's run
through a status edit, and runs are not left orphaned

## Linked Issues or Issue Description

Refs #20261 (chat guidance sends a task-tree pause to the person's Pause
subtree control). Refs #19394 (resume restarts the work a subtree pause
interrupted).

**What happened**

An agent changed the status of a task while another agent's run executed
it. The request succeeded. The server cleared `checkoutRunId` and
`executionRunId`. The run continued, but it was no longer bound to the
task. In the chat evals `steering.stop-versus-pause` and
`task-coordination.pause-tree`, a lead moved running subtasks to backlog
to "pause" a launch. Their runs kept running, detached.

**Expected behavior**

An agent cannot get the effect of interrupting another agent's run. When
a different live run holds the task's lock, the agent's status change is
refused before any write. The refusal says it is final. It sends the
person to the task and names the controls that really stop or hold the
work: the run's Stop or Interrupt, or More task actions, then Pause
subtree on the parent task. The lock-holding run, board users, and paths
that stop the run themselves continue to work.

**Steps to reproduce**

1. Create agent A and agent B, with B reporting to A (A gets
`tasks:manage_active_checkouts` through the manager chain).
2. Give B an `in_progress` task. Set `checkoutRunId` and
`executionRunId` to a `running` heartbeat run of B.
3. As A (agent JWT with its own run), send `PATCH /api/issues/:id` with
`{ "status": "backlog" }`.
4. Before this change: `200`, the status is `backlog`, both lock fields
are `null`, and B's run is still `running`.

## What Changed

- `server/src/routes/issues.ts`: new
`assertAgentStatusChangeKeepsLiveRunBound`. For an agent actor, it
refuses a status change when `executionRunId` or `checkoutRunId` names a
different run in the same company that is `queued` or `running`. It runs
in `PATCH /issues/:id` after the final status and assignee are known
(execution-policy transitions included) and before any run stop or
write. It also runs in recovery resolution when the source status
changes.
- The guard applies to any status other than `in_progress`, also to the
current status, because the service clears the locks for those too.
- The write is conditional on the lock the guard checked. The route
re-reads the lock and passes it to `svc.update` as
`expectedExecutionLock`. The service compares it under the row lock and
returns `409 issue_execution_lock_changed` if a checkout landed in
between.
- These cases stay allowed: the lock-holding run itself, board users,
requests with no status, a change to `in_progress`, `cancelled` (the
route cancels the run), reassignment (the route stops the run first),
`done` through PATCH while a Runner goal is active (terminalization
pauses the goal and stops the run; recovery resolution does not get this
exception), and a lock holder that already finished.
- `packages/shared/src/issue-write-denial.ts`: new denial code
`issue_status_change_live_run` (409). The copy says the refusal is
final, links the task as `[identifier](/prefix/issues/identifier)`, and
names Stop or Interrupt and More task actions, then Pause subtree. A new
optional `issuePath` context field carries the link. The UI notice
renders it through the existing generic path.
- `doc/SPEC-implementation.md`: documents the rule in the checkout
contract section.
- Paths checked with no change needed: there is no bulk issue update
route; tree holds and run cancel are board-only; `POST
/issues/:id/release` already lets only the assignee's checkout run
release; API-catalog actions call the same PATCH route; MCP status
changes already refuse with `MCP_ACTIVE_EXECUTION`.

## Verification

- Red on master, green with this change:
- `server/src/__tests__/issue-stale-execution-lock-routes.test.ts`
(embedded Postgres, real issue service): a manager moves its report's
running task to backlog. On master: `200`, status `backlog`,
`checkoutRunId`/`executionRunId` changed to `null`. With the fix: `409
issue_status_change_live_run`, row unchanged, run still `running`.
- `server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`:
refusals for `backlog`, `todo`, `blocked`, `in_review`, `done`, a queued
lock holder, and a repeated current status (red on master). Allowed
cases: field edits, the lock-holding run, board, `cancelled` (run is
cancelled), and finished lock holders; an allowed change carries
`expectedExecutionLock`.
- Same embedded-Postgres file: `svc.update` with an
`expectedExecutionLock` that differs from the row returns `409
issue_execution_lock_changed` and leaves the row unchanged.
- Also passed locally: `issue-closed-workspace-routes`,
`issue-comment-reopen-routes`, `issue-recovery-actions`,
`issue-scheduled-retry-routes`, `low-trust-red-team-routes`,
`issue-update-comment-wakeup-routes`, `external-object-routes`,
`packages/shared` `issue-write-denial`, `ui` `IssueWriteDenialNotice`.
- `tsc --noEmit` shows no errors in the changed files. Full typecheck,
build and test are left to CI.

## Risks

- Behavior change for agents: a lead or CEO that used status edits to
take over a report's running task now gets a 409. The supported paths
(comment, cancel, reassign, or the person's Stop or Pause subtree) still
work.
- A queued run that holds the lock also blocks the change. This is
deliberate: the queued run would otherwise start later with no task
bound to it.
- Agents can still cancel another agent's run by cancelling its task.
That is existing, documented behavior ("task cancellation cancels the
intent"), and this PR does not change it.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 08:21:40 -06:00
DottaandPaperclip a3a25ce6c9 fix(workspaces): stop running Paperclip's worktree setup before every agent turn (#20269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before an agent turn starts, the harness prepares the task's git
worktree
> - The harness runs a repository's `scripts/provision-worktree.sh` when
the project sets no `provisionCommand` and the file exists
> - The harness runs it on every turn, both when it creates the worktree
and when it reuses it
> - In the Paperclip repository, that script writes the worktree's
isolated instance config and runs `pnpm install`
> - Its "install needed" check compares against every `node_modules`
directory in the base checkout, including other worktrees, so it
reinstalls on every turn
> - This pull request renames the Paperclip script so that the harness
default does not find it in this repository
> - The benefit is that Paperclip agent turns no longer wait on a 6–9
second install. Other repositories keep the harness feature.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Time to first token for agent turns in managed worktrees of the
Paperclip repository.

**Subsystem affected**
Execution workspace provisioning
(`server/src/services/workspace-runtime.ts`) and the repository script
`scripts/provision-worktree.sh`.

**Current behavior**
Every agent turn in a Paperclip worktree first runs `bash
./scripts/provision-worktree.sh`. In a local test, a `pnpm install
--frozen-lockfile` with nothing to change took 6.1 s and 6.3 s, and a
full install from a warm store took 9.0 s. The script's fingerprint skip
does not prevent this, because the script also requires every
base-checkout `node_modules` path (up to depth 4) to exist in the
worktree. On a developer machine that list had 1,735 entries, including
other worktrees under `.claude/worktrees/` and `.worktrees/` and pnpm's
internal `node_modules/.pnpm/*/node_modules`. A managed worktree never
contains the other worktrees' paths, so the script always decides to
reinstall.

**Proposed behavior**
The Paperclip repository does not ship a file at
`scripts/provision-worktree.sh`. The setup script becomes
`scripts/setup-paperclip-worktree.sh`. People can run it by hand or set
it as the project `provisionCommand` to opt in. The harness default
stays for other repositories.

**Reason and benefit**
Agents install dependencies when they need them (`node
scripts/agent-preflight.mjs`, as `AGENTS.md` says). Many turns never run
code. Instance setup stays available on demand:
`scripts/provision-worktree-runtime.sh` runs the setup script when a dev
server starts in a worktree that has no config. Database seeding was
already deferred.

**Breaking changes**
A project that explicitly sets `provisionCommand` to `bash
./scripts/provision-worktree.sh` for this repository will fail with
"file not found". Change it to `bash
./scripts/setup-paperclip-worktree.sh` or clear it.

## What Changed

- Rename `scripts/provision-worktree.sh` to
`scripts/setup-paperclip-worktree.sh`. The content is unchanged.
- `scripts/provision-worktree-runtime.sh` calls the new name when the
worktree has no config.
- Tests read the real script from its new path
(`provision-worktree-self-heal`, `workspace-runtime`,
`worktree-seed-server-spawn`). Server fixtures still copy it into their
test repositories as `scripts/provision-worktree.sh`, so the harness
default stays covered.
- `doc/DEVELOPING.md` says that the Paperclip repository deliberately
has no `provision-worktree.sh`, and tells people how to opt in.

## Verification

- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`:
33 passed, 1 skipped (the skip already existed).
- `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts
src/__tests__/heartbeat-workspace-source-trust.test.ts
src/__tests__/execution-workspace-reopen.test.ts`: 242 passed on the
rebased head.
- `cd server && npx vitest run
src/__tests__/worktree-seed-server-spawn.test.ts`: 2 passed.
- Manual: in a Paperclip worktree, start an agent turn. The run log does
not show a `workspace_provision` operation for the script.

## Risks

- Explicit `provisionCommand` settings that name the old path will fail.
See "Breaking changes".
- Open pull requests that edit `scripts/provision-worktree.sh` (for
example #16213, #11335, #11733, #19764) will conflict on the rename. Git
rename detection should carry most edits over.
- An agent that runs tests in a new worktree without first running
preflight will see a missing-module error. `AGENTS.md` already tells
agents to run `node scripts/agent-preflight.mjs`.
- The script's install check still has the bug described above. It now
runs only on demand. A separate fix can address it.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits). Standard context window.

## Checklist

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

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 14:03:24 +00:00
DottaandClaude Opus 5.5 2b461b2f58 fix(native): require publication for files named under a Deliverable label (#20231)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native agents finish a task with a completion report, and a server
gate checks that requested files are published to the task
> - The gate finds a file request only from a creation verb, such as
"Write report.pdf"
> - Delegated briefs often list the output under a "Deliverable:" label
instead, and the gate did not know `.html` or `.css` names
> - So a worker can finish a website task with `index.html` only in its
own workspace, and the person cannot open it
> - This pull request makes a file named under a Deliverable label a
requested file output
> - The benefit is that the worker gets the existing "use
register_deliverable" feedback before the task closes

## Linked Issues or Issue Description

No public issue exists. Bug description:

**What happened**
A person asked the CEO: "Make me a simple website introducing our
business." The CEO delegated a task. Its brief said "Deliverable: - A
self-contained static website in this task's workspace: index.html plus
a stylesheet (for example styles.css)". The worker wrote `index.html`
and `styles.css` in its workspace. It did not call
`register_deliverable`. It cited `index.html` and `styles.css` as
completion evidence, and the gate accepted the report. The task was
marked done with no attachment. The CEO then told the person that the
files were "in the task workspace".

**Expected behavior**
A brief that names a file as its deliverable is a file request. The
completion gate must reject a workspace-only file and tell the worker to
publish it with `register_deliverable`.

**Steps to reproduce**
1. Call `explicitlyRequestsFileOutput` with the brief above.
2. See that it returns `false`, so `validateNativeDeliverableEvidence`
accepts the bare `index.html` evidence ref.

## What Changed

- `explicitlyRequestsFileOutput` now also returns true when a
`Deliverable:` / `Deliverables` label line (plain, bold or heading), or
a bullet or numbered item in the list below it (blank lines between
items allowed), names a file. Relative paths such as `dist/index.html`
count.
- Under the label, web page files (`.html`, `.htm`, `.css`) count with
the existing file types.
- Items that name an input ("a summary of input.csv", "a comparison of
input.csv and baseline.csv"), describe a repository change, pull
request, commit or branch, forbid the named file (`do not create
report.pdf`), name a file to edit in place (`update styles.css`) without
asking to publish it, send the file inline (`index.html and styles.css
inline in the reply`), or forbid creating files, do not count. An inline
or no-upload instruction about another output in the same item
(`index.html and a short summary in the reply`, `index.html; do not
upload it externally`) does not cancel the named file. The
repository-change check ignores file names, so `branch-report.pdf` still
counts.
- The sentence-based detector is unchanged.
- `doc/AGENT-ARTIFACTS.md` describes the label rule.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-deliverable-feedback.test.ts
src/services/native-runtime/native-runner-file-handoff.test.ts` (197
pass), then after the review fixes
`native-deliverable-feedback.test.ts`,
`native-completion-format-feedback.test.ts` and
`chat-attachment-reuse.test.ts` (211 pass). The 13 first-round review
cases fail on the original head.
- New cases: the real delegated brief, inline labels, heading lists,
numbered lists and bold labels require publication. Unlabelled text,
inline-chat deliverables, input references, repository changes, text
after the list ends, and "Deliverable quality ..." prose do not.
- The chat eval `onboarding.first-work` exercises this path end to end
on its candidate branch.

## Risks

- Low risk. The change only adds a true result for labelled file
outputs; an inline-only or no-file label item stays false, as the
sentence detector already decided.
- A labelled brief that names a file which is not a repository change
now needs `register_deliverable` or an accessible work product. That is
the documented delivery rule.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 07:15:11 -06:00
DottaandClaude Opus 5.5 4c15eea770 fix(accounting): a run's unproven accounting never holds the company (#20254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, each lost provider receipt leaves an accounting
debt that settles later
> - In restart-chaos G1 (seed 9802, task t02), six debts each waited the
full 10-minute closure bound, and the board's accepted Retry waited with
them
> - The last debt settled as an unpriced charge. Under the blocking
unpriced-usage policy, that charge hard-stopped the whole company, which
cancelled the Retry, and the task showed "budget"
> - Dotta's plan decision 1 says accounting is never a company-wide
gate: admission reads per-run exposure and real hard stops only
> - This pull request makes those debts settle at once when the stop is
proven, records accounting-settled charges without a company hold, and
labels the remaining accounting wait correctly
> - The benefit is that a restart no longer stalls a company's work for
10 minutes or stops it outright

## Linked Issues or Issue Description

Refs #20250 (Phase 2: a run that only inherited its predecessor's runner
identity settles at once; this PR builds on it), #19944, #19826, #19857

**What happened?**
Restart-chaos wave w-20261109T111954-s9802 (G1), task t02, master
c5da0b88ad. After a K-fault restart at 11:27, six `run_accounting_debt`
records were "unprovable". Each settled exactly 10 minutes after its run
finished: bf9ea6b4 and c2e222a2 at 11:30, 097d0036 at 11:35, f64f9f46
and aa2c9f03 at 11:36, and 0b4b404f at 11:37:23.
- Four runs were `cancelled` (issue_terminalized), with
`native.local_process_stopped` as their last process event and no
recorded pid. The receipt-closed rule accepted that stop proof only for
`failed` runs.
- 0b4b404f failed with `native_session_cleanup_quarantined` before it
started any process. It journaled no receipt, but it carried pid 11356
of the previous run's warm runner, so the never-started rule did not
apply.
- At 11:37:23, 0b4b404f settled as an unpriced unknown-billing charge
with zero tokens. With `unpricedUsagePolicy: block`, the company hit a
hard stop at 11:37:24 (24 of 3000 cents). The pause cancelled the
board's Retry (751751ea, accepted at 11:28:37), and the task showed
`userAction: "budget"`.

**Expected behavior**
Accounting debts whose provider stop is proven settle at once.
Accounting never holds or pauses the whole company. A wait caused by
unpriced usage is labeled as accounting, not budget.

**Steps to reproduce**
Restart the control plane while native runs are being cancelled, with
the company's unpriced-usage policy set to block. Before this change,
the debts wait 10 minutes and then hard-stop the company.

## What Changed

- `run-cost-accounting.ts`: a verified local process stop closes the
receipt source for `cancelled`, `timed_out` and `interrupted` runs as
well as `failed` ones. The inherited-pid run (0b4b404f) is covered by
#20250, so this PR does not change the never-started rule.
- `budget-exposure.ts`: a final charge that accounting settled without
its receipt (receipt unavailable, closure timed out, capture failed, or
lost on restore) never trips the blocking unpriced-usage policy.
Unpriced usage from a complete receipt still does. A capture failure
stays exempt even if a later report adds usage, because its receipt is
never certified complete. This removes the restart-derived special case,
because the rule now covers every accounting-settled charge.
- `task-interruption-presentation.ts`: a `budget.blocked` wait caused by
the unpriced-usage refusal is shown as `accounting.unpriced_usage`, with
accounting wording, for both a held Retry and a never-started task. Only
the fixed refusal phrase is matched; the stored message is never shown.
- `doc/SPEC-implementation.md`: the admission and accounting rules are
updated to match.

## Verification

- `closed-native-receipt-accounting.test.ts`: new tests for cancelled,
timed-out and interrupted runs with a verified stop; they were red
before the fix. When a timed-out closure settles under the blocking
policy, the board's saved Retry is promoted (due at once) and never
cancelled. That assertion was red on master, where the hard stop
cancelled it. Seven tests that asserted the old rule (an
accounting-settled charge keeps the blocking policy) now assert that the
charge is recorded and the company stays active and admits work. All 61
pass.
- `task-interruption-query.test.ts` (Postgres): a Retry held by the
unpriced refusal, and a skipped wake, are labeled
`accounting.unpriced_usage`. A budget hard stop keeps `budget.blocked`.
The test was red before the fix.
- Also passing: `run-cost-accounting`, `cost-data-quality`,
`idle-accounting-work`, `native-usage-delivery.integration`,
`task-interruption-presentation`, and the accounting and budget tests in
`heartbeat-process-recovery`. Server typecheck has no errors in the
changed files. The only local errors are in
`native-session-executor.ts`, from a stale local runner build.
- Not run: the G1 chaos rerun. Phase 3 runs it after merge.

## Risks

- Behavior change: a charge that accounting settled without a receipt no
longer hard-stops a company under the blocking policy. That includes a
remote run whose closure evidence never arrived, which may still have
spent. The charge stays in Costs with provenance and an activity entry,
and the spend still counts toward the budget limit. This follows plan
decision 1.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, test execution). Extended reasoning
enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 07:02:47 -06:00
DottaandClaude Opus 5.5 8525bb534c fix(chat): post a turn's answer when a card it did not create is pending (#20220)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People talk to agents in Agent Chat. The agent's final message
becomes the chat reply.
> - A chat thread can hold a pending card that the board addressed to
another person, for example a human-only confirmation for Riley.
> - When Alex asks the agent to act on that card, the agent correctly
gets `403 interaction_human_only` and writes a final answer that
explains the denial.
> - The shared answered rule (`conversationTurnAnswered()`, from #20179
and #20204) counted any pending human-only card in the thread as the
turn's own response. So the answer was suppressed, and the chat stayed
`active` with no reply.
> - This pull request limits that rule to cards that the turn's own run
created. Other cards still hold the task status.
> - The benefit is that the person always gets the turn's answer, unless
the turn itself asked a question with a card. Live completion and
restart recovery stay consistent.

## Linked Issues or Issue Description

Refs #20179, #20204 (the shared answered rule this PR corrects).

**What happened**

In an Agent Chat, the board created a pending `request_confirmation`
card with `resolverPolicy: human_only`, addressed to another user
(Riley). The card has no source run. Alex wrote "I approve Riley's
request." The agent tried to accept the card and got `403
interaction_human_only`. It then wrote a correct final answer: the card
needs Riley. The run succeeded with a `yielded` result and a
`response_wake` continuation. Run completion recorded
`presentationDecision: none`. No comment was created. The conversation
stayed `active`, so Alex never got a reply.

Cause: `conversationTurnAnswered()` reused the status-gate query
`pendingNativeInteraction()`. In conversation mode, that query excludes
another run's card only when it is an ordinary question or an `anyone`
confirmation. A human-only card addressed to someone else is kept. The
rule then treated that card as the card that "presents the turn",
although this run did not create it.

**Expected behavior**

A successful chat turn posts its final answer exactly once, and the
conversation moves to `waiting`. Only a pending question or confirmation
card that the turn's own run created presents the turn in place of its
prose. A card from an earlier turn, or one the board addressed to
another person, can hold the task status, but it does not suppress the
answer.

**Steps to reproduce**

1. Open an Agent Chat as Alex.
2. As the board, create a pending `request_confirmation` card in the
chat with `resolverPolicy: human_only` and `addresseeUserId` set to
another person.
3. Send "I approve Riley's request."
4. Let the agent try to accept the card, get `403
interaction_human_only`, and end its turn with a final answer.
5. See that no reply appears, `presentationDecision.commentAction` is
`none`, and `conversationState` stays `active`.

## What Changed

- `server/src/services/native-runtime/native-governance.ts`:
`conversationTurnAnswered()` now checks only pending cards whose
`sourceRunId` is the turn's run. `pendingNativeInteraction()` gets an
optional `createdByRun` filter for this. The status gate
(`pendingNativeGovernance()`) does not change, so another person's card
still holds the task.
- Both callers get the fix through the one shared rule
`conversationTurnPresentsAnswer()`: live run completion
(`run-completion.ts`) and background presentation recovery
(`recoverCommittedNativeChatResponse`).
- `server/src/services/heartbeat/run-completion.test.ts`: new live cases
"someone else's confirmation card" (board-created, human-only, addressed
to another user, no source run) and "earlier turn's question card"
(created by an earlier run of the same agent). Each case now also checks
that the conversation moves to `waiting`.
-
`server/src/services/native-runtime/agent-chat-response-recovery.test.ts`:
new restart case for the board-created card, plus a `waiting` check
after recovery.
- `doc/execution-semantics.md`: state that only the turn's own card
presents the turn.

## Verification

- Thesis: the reply is suppressed because the answered rule counts any
pending human-only card in the thread, not only this run's card. If this
is true, a turn with only a board-created card addressed to someone else
posts no comment on master, and restricting the rule to `sourceRunId =
runId` posts exactly one comment and settles the conversation to
`waiting`, with the own-card cases unchanged.
- Failing first: without the fix, the two new live cases failed
(`expected [] to deeply equal [answer]`). The new recovery case also
failed (no comment).
- After the fix:
- `cd server && npx vitest run
src/services/heartbeat/run-completion.test.ts -t "posts a waiting
conversation turn"`: 9 passed (includes the two own-card cases, which
still post nothing).
- `cd server && npx vitest run
src/services/native-runtime/agent-chat-response-recovery.test.ts`: 62
passed.
- Both suites use a real embedded PostgreSQL database.
- Turn start: no change. The rule runs only after the provider turn
ends.

## Risks

- Low. Only the presentation rule changes. The status gate, the
conversation settle rule (it already required `sourceRunId = run.id`)
and the external-chat path do not change.
- Behavior shift: a turn now posts its answer while another run's or the
board's card is pending. Before, the answer was lost. A card that the
turn itself created still presents the turn, as before.
- Previous-release state: no persisted shape change. A run that the
previous release already recorded as `none` keeps that decision.
Recovery does not re-present it.

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

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 03:22:01 -06:00
DottaandClaude Opus 5.5 6fd46c0025 perf(budgets): judge Paperclip's share of restart recovery; report the provider's session load (#20183)
## Thinking Path

- Speed budgets protect the time to first visible agent activity, and
restart recovery is one of the judged metrics
(`native-speed-budgets.ts`, wave grader).
- In the B1 concurrency-6 chaos wave (`w-20261109T045320-s9807`), Codex
`restart_recovery` was p50 8.6 s and p95 11.2 s, against a budget of 6.5
s and 8.0 s. At concurrency 4 (K13) it was 3.8 s and 5.0 s.
- The preparation spans on a copy of the kept database break it down:
- Paperclip's share (ready → claim → prepare → runtime stage → runner
launch) is a steady 1.2–2.0 s.
- `provider.session.load`, the Codex app-server boot plus
`thread/resume` of long saved sessions, takes 3.0–6.3 s, 65–75% of each
recovery.
- Resumes run concurrently, and the worktree lock and the startup
reconciler are not on the path.
- Judging the full latency therefore mixes our code with provider and
session-size effects. Budget the part we control, so a regression in our
code shows up regardless of session size or concurrency, and report the
rest.

## Linked Issues or Issue Description

**What happened?**
`restart_recovery` breached its budget whenever many long provider
sessions resumed at once, although Paperclip's own recovery work stayed
within about 2 s. The breach did not point at anything Paperclip could
fix, and a real regression in our code could hide inside the
provider-load variance.

**Steps to reproduce**
1. Run a local chaos wave at concurrency 6 with long-running Codex tasks
and K1/K2/K4 faults (for example B1, seed 9807).
2. Compare `restart_recovery` in `speed.json` with
`provider.session.load` in the recovered runs' run logs.

**Expected behavior**
The budget judges Paperclip's share of a recovery. The provider's
session load and the full latency are reported but not judged.

## What Changed

- `server/src/services/native-runtime/native-speed-budgets.ts`:
- New budgeted metric `restart_recovery_control_plane`: from `ready` to
the start of `provider.session.load`, or to the next provider event when
nothing reloads (for example a reattached runner).
- Its budget is 2.5 s / 4.0 s for claude, codex and opencode. Measured:
1.2–2.0 s per run at concurrency 6.
  - The full `restart_recovery` stays in the table for reporting.
  - Breach payloads carry `restartTotalMs` and `providerLoadMs`.
- `server/src/services/native-runtime/native-run-trace.ts`:
- The per-run check records when `provider.session.load` starts, keeps
the recovery measurement, and judges it when the run finishes.
- It judges after the deferred diagnostics drain, so a provider span
committed after the provider event still counts.
  - It emits `restart_recovery_control_plane` breaches only.
- `tests/restart-chaos/ttft-baseline-stats.ts`: each recovery sample
gains `controlPlaneMs` and `providerLoadMs`. The provider-load start is
the span event's write time minus its duration.
- `tests/restart-chaos/wave-speed.ts`:
- Three restart rows per adapter: `restart_recovery` (report-only),
`restart_recovery_control_plane` (budgeted) and `restart_provider_load`
(report-only).
  - All three have outage time removed.
- `tests/restart-chaos/ttft-baseline.ts`: the recovery table adds a
"Paperclip share" column.
- Docs: `doc/run-log-events.md` (metric and payload) and the
speed-budget table in
`doc/plans/2026-11-07-durable-ownership-and-reconciliation.md`.

## Verification

- `server`: `npx vitest run
src/services/native-runtime/native-speed-budgets.test.ts`, 18 passed.
Two new tests:
  - a recovery dominated by provider load does not breach;
- a slow Paperclip share breaches with `restartTotalMs` and
`providerLoadMs`, even when the provider span is committed after the
provider event.

The existing recovery tests moved to the new metric. All six were red
before the trace change.
- `tests/restart-chaos`: `npx vitest run --config
tests/restart-chaos/vitest.config.ts wave-speed.test.ts
ttft-baseline-stats.test.ts`, 29 passed. New tests cover the sample
split and the grader rows (a judged share, a report-only provider load,
zero breaches).
- Server typecheck: no errors in the touched files.

## Risks

- **Lower sensitivity to provider-side slowdowns.** A provider
regression in session load no longer breaches. It stays visible in the
report-only rows and in breach payloads.
- **Runs with no `provider.session.load` span** (reattach, or an adapter
that doesn't emit it) are judged on the full latency against the
control-plane budget. That's conservative.
- **Run-log consumers that filter on `metric: "restart_recovery"`** see
`restart_recovery_control_plane` from now on. The doc notes the change
date.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 01:22:28 -06:00
DottaandClaude Opus 5.5 ad2304dc88 fix(chat): recover a held conversation turn's answer after a restart (#20204)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People talk to agents in Agent Chat. The agent's final message
becomes the chat reply.
> - A chat turn can end while its task stays held: a pending approval,
an execution stage or a dependency blocker keeps the status.
> - #20179 made live run completion post that held turn's answer. It
added `conversationTurnAnswered()`.
> - Background presentation recovery still required a
`conversation_turn_finished` decision and a `done` result.
> - If the server restarts between the status commit and the live
presentation, recovery skips the held turn. The person never gets an
answer.
> - Restarts are product failures. A committed answer must not be lost.
> - This pull request makes recovery use the same answered rule as the
live path, through one shared helper.
> - The benefit is that a held turn's answer reaches the chat exactly
once, with or without a restart.

## Linked Issues or Issue Description

Refs #20179 (live fix; this PR closes the "Known gap" in its Risks
section).

**What happened**

In an Agent Chat, the agent resubmitted a hire approval and ended its
turn with a yielded result. The finalizer committed
`governed_response_waiting` and moved the task to `in_review`. The
server restarted before run completion posted the reply. Background
presentation recovery found the run as a candidate, but declined it,
because it accepted only `conversation_turn_finished` with a `done`
result. No reply was posted. The run stayed a pending presentation
candidate.

**Expected behavior**

After a restart, recovery posts the held turn's final answer exactly
once. It never posts a second copy when the live path already presented
the answer. When the turn's own question or confirmation card presents
it, recovery posts nothing and records that decision, as the live path
does.

**Steps to reproduce**

1. Open an Agent Chat. Link a pending hire approval to the chat task.
2. Let the agent end the turn with a yielded result and a
`response_wake` continuation. The status decision commits as
`governed_response_waiting`.
3. Stop the server after the status commit and before run completion
presents the reply.
4. Start the server. Presentation recovery runs.
5. See that the chat shows no reply.

## What Changed

- `server/src/services/native-runtime/native-governance.ts`: add
`conversationTurnPresentsAnswer()`. It is the one rule for whether a
successful conversation turn's prose is its answer:
`conversation_turn_finished`, or a committed decision with no pending
card of the turn (`conversationTurnAnswered()`).
- `server/src/services/heartbeat/run-completion.ts`: the live path calls
the shared helper. No change in behavior.
- `server/src/services/native-runtime/native-run-finalizer.ts`
(`recoverCommittedNativeChatResponse`):
- A current conversation turn no longer needs
`conversation_turn_finished`. The turn must still be the unsettled
current turn: same agent, user, session generation, `conversationState:
active`, and no other execution run. A `conversation_turn_finished` turn
still needs `in_progress`.
- A conversation turn with a `yielded` result is accepted next to
`done`.
  - The resolver gets `conversationTurnFinished` from the shared helper.
- When the turn's own card presents it, recovery records
`presentationDecision: none` (reason
`committed_conversation_interaction_presented`) and settles the
conversation turn, like the live path. The run then leaves the pending
presentation set. Before, such a run stayed a candidate.
-
`server/src/services/native-runtime/native-response-presentation-query.ts`:
the candidate prefilter matches the same turns: any committed reason for
an active conversation turn, and `yielded` conversation results.
-
`server/src/services/native-runtime/agent-chat-response-recovery.test.ts`:
restart regressions with the real finalizer and a real database.
- `doc/execution-semantics.md`: state that recovery applies the same
rule.

## Verification

- Failing first. With only the new tests applied, 5 of 7 new cases
failed: pending approval, revision-requested approval, execution stage
(all yielded), pending approval with `done`, and the own-card case. The
run was a candidate, but recovery posted nothing and did not settle it.
- After the fix: `cd server && npx vitest run
src/services/native-runtime/agent-chat-response-recovery.test.ts
src/services/heartbeat/run-completion.test.ts
src/__tests__/idle-native-finalization.test.ts
src/services/presentation-ownership-read.test.ts
src/services/chat-monitor-continuation.test.ts
src/services/native-runtime/native-preserved-monitor-wait.test.ts
src/services/native-runtime/native-response-publication-retry.test.ts
src/services/heartbeat/run-lifecycle.test.ts
src/__tests__/scoped-deadline-work.test.ts
src/services/native-runtime/paperclip-control-plane-port.test.ts
src/__tests__/heartbeat-run-summary.test.ts
src/__tests__/agent-conversations.test.ts`: 12 files, 627 tests passed.
- The new cases check:
- Held turns: the run is a candidate, the check posts the exact final
answer once, the presentation decision is recorded, the run leaves the
candidate set, and a second recovery returns false with one comment.
  - Live already presented: no candidate, no second comment.
- Own question card: no comment, `presentationDecision: none`, the card
stays pending, the conversation settles to `waiting`, and the run leaves
the candidate set.
- Previous-release live decision `none` (`yielded_control_plane_wait`):
kept, not re-presented.
- `tsc --noEmit -p server`: no errors in changed files. Four unrelated
errors remain in this local worktree (`esbuild` not linked in
`native-harness-prestage.test.ts`, and a linked-package type mismatch in
`run-dispatch/adapters/postgres.ts`).
- Turn start: no change. The helper runs only in run completion (after
the provider turn ends) and in background presentation recovery. Nothing
new runs before `turn.start`, and no files move. The live path keeps the
same queries: it short-circuits on `conversation_turn_finished`, and
otherwise runs the same card read as before.

## Risks

- Low to medium. Recovery can now post the answer of a conversation turn
whose task is held. This matches the live path since #20179.
- A card-presented turn found by recovery is now settled with
`presentationDecision: none`. Before, it stayed a pending candidate and
kept the presentation worker (and idle-sleep checks) busy.
- A `conversation_turn_finished` turn keeps the `in_progress` check.
Held turns accept any status their gate committed. The unsettled-turn
checks (active conversation state, session generation, execution run)
still block stale or superseded turns.
- Previous-release state: no persisted shape changes. A run committed by
the previous release with no saved presentation decision (the restart
window) is recovered by the new code. The test fixture uses the
unchanged finalizer, so it saves exactly the previous release's shape. A
run whose live path already recorded a decision keeps it. A held turn
that the previous release recorded as `yielded_control_plane_wait` is
not re-presented, so no late duplicate or stale reply appears.
- Not changed: generic stranded-work recovery in `recovery/service.ts`
still skips only `conversation_turn_finished` runs during the
publication window.

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

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 01:08:10 -06:00
Nicky LeachandClaude Opus 5.5 990de1e0bf perf(environments): release a stopped plugin task once (#20203)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Plugin environment drivers with `supportsTasks` run agents as
provider tasks, and warm runs keep a parked task for the next run
> - A follow-up run can find that its parked task already stopped. Core
then retires that task before it acquires a new one
> - Core sent `stop`, `status`, and `complete` in the settle step. Then
the plugin release hook sent `stop`, `status`, and `complete` again for
the same task. Every call was on the critical path of the new run
> - This pull request removes the repeated calls and keeps every call
that does work no other call does
> - The benefit is a faster start for a run whose parked task already
stopped

## Linked Issues or Issue Description

No issue exists. This follows the enhancement template.

**What existing behavior does this improve?**

The release of a plugin task lease that has already stopped. This occurs
when a follow-up run finds that its parked warm task stopped.

**Subsystem affected**

Server: plugin environment drivers and the plugin Runner task lifecycle.

**Current behavior**

Core sends `stop`, `status`, and `complete` in the settle step. Then the
plugin release hook sends `stop`, `status`, and `complete` again for the
same task. Core also sends `stop` after resume already saw that the task
stopped. On a hosted test deployment, 8 of 40 follow-up runs took this
path. From the resume to the new acquire, these runs spent P50 1014 ms
and P90 1080 ms. These 8 runs are the full overall P90 (1275 ms).

**Proposed behavior**

Core does not call the release hook when settle confirmed the stop and
completed the same task. After a resume with no lease, Core sends
`status` first, and sends `stop` only when `status` does not confirm the
stop.

**Reason and benefit**

The repeated calls do no new work. Removing them saves about 355 ms,
plus the `stop` share of about 187 ms, for each such run. These numbers
are modeled from trace timings.

**Breaking changes**

None for the plugin API. A task driver must release task-scoped
resources in its `status` or `complete` handling. The doc now says this.

**Additional context**

The settle `status` stays. Providers release task storage there, and it
records the stop that gates the credential writeback and `complete`.

## What Changed

- `settleDispatchedEnvironmentTask` now returns `"completed"` when it
confirmed the stop and completed the task in this call, `"stopped"` when
the lease was already settled, and `false` otherwise.
- The plugin driver release does not call `environmentReleaseLease` when
settle returned `"completed"`. In all other cases it calls the hook as
before.
- When `environmentResumeLease` returns no provider lease, the release
sends `status` first. It sends `stop` (and a second `status`) only when
that `status` does not confirm `executionStopped: true`. Startup and
startup-cleanup leases keep the old `stop` first order.
- The cleanup sweep (`retryPendingSandboxTeardown`) and
`destroyRunLease` do not change. A settle failure still leaves the lease
in `pending_cleanup`, and the sweep runs `stop`, `status`, `complete`,
and the release hook.
- `doc/plugins/PLUGIN_RUNNER_EXECUTION.md` tells drivers about the new
order and that task-scoped resources must be released in `status` or
`complete`.

### Dispatch count for a stopped parked task (resume to new acquire)

| | Calls |
| --- | --- |
| Before | resume, stop, status, (credentials), complete, release hook
(stop, status, complete), acquire: 9 provider calls (10 with Codex
writeback) |
| After | resume, status, (credentials), complete, acquire: 4 provider
calls (5 with Codex writeback) |

The modeled saving is about 540 ms for each such run: about 355 ms for
the repeated release, and about 187 ms for the settle `stop` and
`status`. This pull request keeps the settle `status`, so the real
saving is about 355 ms plus the `stop` share of the 187 ms. These
numbers are modeled from trace timings. They are not measured on this
branch.

### What covers each removed call

- Release hook `stop`, `status`, `complete`: settle already sent `stop`
and `status` and checked `executionStopped: true` for the same task id
(`lease.providerLeaseId`), then sent `complete`. The skip uses settle's
success as its condition, not the code path.
- Settle `stop` after a resume with no lease: the next `status` must
report `executionStopped: true`. If it does not, Core sends `stop` and
`status` as before.

### What each kept call protects

- Settle `status`: providers release task storage and cancel
preparations here. It also writes `runnerTaskExecutionStopped`, which
the credential writeback and the `complete` bookkeeping need.
- Credential writeback: Codex can rotate its token. The writeback must
land before the new task installs credentials. It still runs inside
`complete`, before the new acquire.
- Settle `complete`: it retires every run lease that owned the task and
clears the dispatch marker.
- Release hook when settle did not complete a dispatched task in this
call: the provider may still hold the lease.

## Verification

- `pnpm --filter @paperclipai/shared --filter @paperclipai/plugin-sdk
build`
- `pnpm --filter @paperclipai/server typecheck`
- `npx vitest run src/__tests__/plugin-warm-tasks.integration.test.ts
src/__tests__/plugin-task-credential-writeback.test.ts
src/__tests__/environment-task-runtime.test.ts`
- Related suites: `environment-runtime`,
`plugin-runner-task.integration`, `task-creation-recovery.integration`,
`heartbeat-plugin-environment`, `native-startup-cleanup-recovery`,
`plugin-environment-driver-ready-recovery`,
`environment-task-authority.integration`, `native-workspace-warm-reuse`,
`remote-workspaces.integration`, `legacy-workspace-restore-recovery`,
`plugin-task-source-recovery.integration`,
`managed-plugin-environments`.

Locally, all of these pass except `heartbeat-plugin-environment`
"inherits the instance default environment across companies…". That test
also fails locally with the `origin/master` service files, so this
change does not cause it.

The existing `plugin-runner-task.integration` same-run replacement test
now expects no release hook after a completed settle.

New tests:

- The stopped parked path sends exactly resume, `status`, `complete`,
acquire. The `status` goes to the old task.
- A resume with no lease for a task that still runs sends `status`,
`stop`, `status`, `complete`.
- A failure at `status`, `complete`, or `stop` leaves the lease in
`pending_cleanup`, and the sweep then sends `stop`, `status`,
`complete`, and the release hook.
- With an observed stop, the Codex writeback runs before `complete`. A
writeback failure leaves the lease for cleanup, and the retry writes
back and completes.
- A startup-cleanup lease still sends `stop` first.

## Risks

- A third-party task driver that releases resources only in
`onEnvironmentReleaseLease` would not get that call after a completed
settle. The doc now states the requirement. The cleanup sweep still
calls the hook after any failure.
- A driver that returns no lease from resume while the task still runs
costs one extra `status`. The behavior stays correct.
- No migration. No API change for plugins.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with tool use and
code execution.

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 23:00:49 -08:00
Devin FoleyandPaperclip 9b71d03215 fix: recover interrupted native preparations and unblock upgrades (#20177)
## Thinking Path

> - Paperclip manages AI-agent companies and their work.
> - A native run prepares its workspace before a runner PID or
checkpoint exists.
> - A server crash can interrupt that stage and leave its controller on
another host.
> - Recovery needs a durable owner proof, a delivered recovery wake, and
the saved execution contract.
> - The old paths missed controller lease registration and boot proof,
skipped checkpoint-free preparations, and counted retained work as live
upgrade blockers.
> - This PR connects preparation to the existing controller lease and
recovery paths, and separates retained work from the upgrade census.
> - The result is bounded recovery without a second executor or loss of
saved work.

## Linked Issues or Issue Description

**What happened?**

A native preparation interrupted by a server crash could remain running
indefinitely with no runner PID or checkpoint. Native controller stamps
did not wake the shared instance lease. That lease was disabled on
volume-backed Railway services, and native takeover omitted the boot
binding needed for its cross-host proof. Scoped recovery selected
checkpoint-backed runs but skipped these preparations. The upgrade probe
then counted the retained row as current execution and could block every
later upgrade.

**Expected behavior**

Track the preparation's controller before a runner starts. Recover it
through the normal classifier after proving its owner stopped or fencing
that boot. Keep live or unprovable owners held. Deliver recovery wakes
to preparations without checkpoints. Preserve unresolved historical work
and report it separately from current execution during upgrade
observations.

**Steps to reproduce**

1. Save an observed native preparation with no runner process, result,
provider-start evidence or checkpoint.
2. Replace its controller with a process in another PID space. Let its
owner lease expire and send a scoped recovery wake.
3. Before this fix, recovery skips the checkpoint-free preparation or
cannot prove its foreign controller stopped. Upgrade readiness continues
to count that old row as a live blocker.

Related work: #18037, #19651, #19868, and #20168. The foreign-PID guard
from #19868 remains. The queued first-turn input fix from #20168 is
included through the current base.

## What Changed

- Register the existing instance lease when native execution and restart
claims are written. Keep passive identity reads free of ownership
effects. Keep that lease enabled on volume-backed Railway services
unless explicitly disabled.
- Preserve the existing PID/start-time proof within the same readable
PID space. Bind foreign or unknown-space takeover to its saved boot and
last write. A live lease or grace period keeps the run held with a
scheduled check. Repeated evidence waits preserve their timestamp.
- Include explicitly fenced, checkpoint-free preparations in the
existing finite recovery candidate inventory. Normal launch, checkpoint,
provider evidence and admission checks still decide whether work may
resume.
- Expose the existing board stop-confirmation operation for historical
foreign-host owners. Bind confirmation to the exact run, boot, PID,
process start and host. Reject changed ownership.
- Report narrowly defined old, unowned preparations as
`retainedBlockedRuns` outside the live upgrade census. Local executions,
pending admission, drain state, truncation and positive checkpoint proof
retain their barriers.
- Update the execution contract and add PostgreSQL, real-route, race and
preservation regressions.

## Verification

- Genuine red/green regressions cover the old upgrade census, missing
native lease registration, the volume-backed default, foreign-host
confirmation, and scoped recovery skipping checkpoint-free preparation.
Test bodies ran against real PostgreSQL before their corresponding
production changes.
- Combined verification before the final idle correction (head
`055be6c84d9`): **459 passed, 22 skipped, 11 files passed**. Covers
controller lease/identity, native restart classification and
integration, host confirmation, heartbeat recovery, instance route
authorization, upgrade readiness, and queued first-turn input. The
focused command used `pnpm exec vitest run` with those 11 suites and
`--maxWorkers=1 --no-file-parallelism`. The 22 skipped cases require the
Rust debug fake-Codex fixture, which was not built locally; the
real-process CI coverage must pass.
- `pnpm --filter @paperclipai/server typecheck`: passed on head
`055be6c84d9b058064daad0af71bb5d893ab9529`.
- Actual route proof uses the real heartbeat service and PostgreSQL.
Unauthorized access returns 403. The retained run and owner records
remain unchanged. Recovery integration admits one bootstrap claim across
two replacement controllers, keeps a live owner held, and preserves
local execution.
- `pnpm verify`: exit 2, requests broad CI because the execution
contract changed. Full local suite not run. Current-head CI must supply
broad coverage.
- Local source checkout on macOS ARM64, Node v25.6.1, pnpm 9.15.4. Tests
use isolated PostgreSQL. No live provider restart is claimed by those
fixtures.
- CI found an idle-query regression in the first version of the lease
wiring. Two focused PostgreSQL regressions reproduced the misplaced
identity-read notification and the missing claim notification. The fix
moves registration to actual ownership writes. `env -u npm_execpath pnpm
exec vitest run server/src/__tests__/maintenance-server-routes.test.ts
--maxWorkers=1 --no-file-parallelism`: **17 passed**, including 90 real
seconds and two qualified hourly windows with no extra idle queries. An
initial local setup attempt inherited npm metadata and did not run
tests; clearing that metadata selected the correct pnpm helper. Three
focused controller/native suites also passed **168 tests, 22
fixture-gated skips**. Server typecheck passed after the correction on
head `4a527326dcd5b3a9e286f0e4c3e761d3056af4d9`.
- The older CI server shard also exposed a same-space graceful-restart
regression. The new boot fallback had overridden local process-exit
proof. Seven suspension cases and a focused unit regression reproduced
it; the fix limits boot fallback to foreign or unknown PID spaces. Fresh
verification on `acf1065d98150210c1e227c7f3b05a1eb489730b`: **251
passed, 22 fixture-gated skips, 4 files passed**, including all **40**
graceful-restart suspension tests. Server typecheck passed. The local
regression failed before this correction, and the same-space and
foreign-space paths pass together after it.
- Current-head CI completed successfully on
`acf1065d98150210c1e227c7f3b05a1eb489730b` (run 42568109784). Greptile
reviewed that exact head at 5/5 with no unresolved review threads.
- Secret and private-data scans passed. No workflow, lockfile or
migration changes.

## Risks

- The instance lease now applies to volume-backed Railway services. Its
existing 30-second renewal, quiescence, grace and self-fence behavior
applies while work is held. Idle servers retain the existing no-query
behavior. An explicit `PAPERCLIP_CONTROLLER_INSTANCE_LEASE=off` remains
available.
- A controller lease proves only the server owner's state. It does not
prove an agent process stopped or authorize replay, resource release or
volume removal. The existing classifier and provider/runner checks
remain responsible for those decisions.
- Previous-release records keep their shape and saved state. A missing
boot lease stays unprovable and requires the scoped stop-confirmation
path. A changed confirmation target is rejected.
- The upgrade observation does not recover a held task by itself. Source
tests do not qualify a hosted replacement. Deployment and the affected
task's useful result must be verified separately.
- This repairs recovery after a crash; it does not claim to identify or
fix every source of heap exhaustion.

## Model Used

OpenAI `gpt-6.1-sol`, xhigh reasoning effort, through Codex in T3 Code,
with repository, shell, and GitHub tools. Context window size is 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-08 21:53:13 -08:00
DottaandClaude Opus 5.5 95bf90bd2c fix(chat): post a conversation turn's answer while an approval holds the task (#20179)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People talk to agents in chat. The agent's final message becomes the
chat reply.
> - A chat turn can end while the task stays held. For example, the
agent resubmits a hire approval and the approval is pending.
> - The finalizer keeps the task in review for the approval
(`governed_response_waiting`). That decision is not
`conversation_turn_finished`.
> - Run completion then treats the yielded turn as a control-plane wait.
It records `presentationDecision: none` and posts no comment.
> - The person never sees the agent's answer. The chat shows nothing
after the request.
> - This pull request counts a committed conversation turn as answered
unless its own pending question or confirmation card presents it.
> - The benefit is that the person always gets the reply, whatever state
the task keeps.

## Linked Issues or Issue Description

Refs #19971 (post the full final reply). That fix covers the reply text.
This fix covers replies that were never posted.

**What happened**

In a chat, the person asked the CEO agent to change a proposed hire to a
cheaper model and send it back for approval. The agent resubmitted the
approval correctly. It called `paperclip_finish`, and Paperclip accepted
the report with "task is still waiting for approval". The run succeeded
and the task moved to `in_review`. The run event
`run.presentation.resolved` recorded `commentAction: none` (reason
`yielded_control_plane_wait` on master). The agent's final message never
reached the chat.

**Expected behavior**

A chat turn's accepted final answer is always posted to the
conversation. An approval, an execution stage or a dependency blocker
can hold the task. It must not hide the reply. Only a question or
confirmation card that the turn itself left pending presents the turn
instead of its prose.

**Steps to reproduce**

1. Open an Agent Chat with an agent. Link a hire approval in
`revision_requested` to the chat task.
2. Ask the agent to change the hire and resubmit it.
3. The agent resubmits the approval and ends the turn with a yielded
result and a response wake.
4. See that the chat shows no reply. The run is `succeeded` and its
presentation decision is `none`.

## What Changed

- `server/src/services/native-runtime/native-governance.ts`: move the
pending-card query of `pendingNativeGovernance()` into
`pendingNativeInteraction()`, with no change in behavior. Add
`conversationTurnAnswered()`. It returns false only when a pending
thread interaction (the same predicate as status arbitration) gates the
turn. It checks cards on their own, so a pending execution stage does
not hide a card.
- `server/src/services/heartbeat/run-completion.ts`: a successful
conversation run whose status decision committed now passes
`conversationTurnFinished: true` to the presentation resolver, unless
`conversationTurnAnswered()` is false. The existing
`conversation_turn_finished` path is unchanged.
- `server/src/services/heartbeat/run-completion.test.ts`: add a
regression table with a real database. A pending approval, a
revision-requested approval, a pending execution stage and a dependency
blocker now post the answer. A finished turn still posts. The turn's own
question card still owns the response, also when an execution stage is
pending.
- `doc/execution-semantics.md`: state the rule.

Other finish outcomes I checked:

- `done` or `needs_review` with a gate (`governed_gate_pending`): the
result is not yielded, so the reply was already posted.
- `blocked` (`paperclip_block`, waiting on a person or another task):
not yielded, so the reply was already posted.
- Yielded with a dependency blocker
(`durable_dependency_blocker_bound`), or with
`record_finalization_error` (`prior_status_preserved_no_live_path`,
`monitor_wait_authority_lost`): the reply was also dropped. This fix
covers them, because the rule does not depend on the reason code.

## Verification

- `cd server && npx vitest run
src/services/heartbeat/run-completion.test.ts`: 118 passed. Before the
fix, 4 new cases failed (both approval states, execution stage,
dependency blocker). The finished-turn and question-card cases passed
both before and after.
- `cd server && npx vitest run
src/__tests__/heartbeat-run-summary.test.ts
src/services/heartbeat/run-comment-selection.test.ts
src/__tests__/slack-conversation-lifecycle.test.ts
src/services/native-runtime/agent-chat-response-recovery.test.ts
src/__tests__/chat-run-milestone-governed-work.test.ts
src/__tests__/agent-conversations.test.ts`: all passed.
- `tsc --noEmit -p server`: no errors in the changed files. Unrelated
errors in this worktree come from an unbuilt local Runner package.
- An end-to-end chat eval run on the case branch is in progress. I will
add its result here.

## Risks

- Low risk. The change only affects successful Agent Chat runs with a
committed status decision. Ordinary tasks and external chat (Slack,
GitHub) keep their own paths. External chat returns before this check.
- A turn that yields while an approval is pending now posts its prose.
The approval stays pending and the task status does not change.
- One extra small read (the task row and pending gates) runs after a
conversation turn that is not `conversation_turn_finished`. It runs
after the provider turn ends, so it does not add time before the first
token.
- Previous-release state: no persisted shape changes. The fix reads
`finalizationPhase` and `finalizationReasonCode`, which the previous
release already writes. A run in flight at the deploy completes on the
new code and posts its reply. A run that completed before the deploy
keeps its recorded decision; nothing re-presents it.
- Known gap, unchanged: background presentation recovery for
conversations still requires `conversation_turn_finished` with a `done`
result. If the server restarts between the status commit and the live
presentation, a held yielded turn is not re-posted. That is a separate
follow-up.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 23:17:36 -06:00
DottaandClaude Opus 5.5 5a51a7685d fix(budgets): raise_budget_and_resume continues the work its budget stopped, once (#20144)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A budget hard stop cancels the scope's running work; the board
resolves it with Raise budget and resume
> - In the restart-chaos H1 scenario, the cancelled tasks did not
continue after resume and each needed a manual Retry
> - Resume is the board's explicit decision to continue, so the work it
stopped should continue once, as if the board clicked Retry
> - This pull request files that Retry automatically, keyed by the
cancelled run, once the run's stop has settled
> - The benefit is that a budget raise restores the work without manual
Retries, without repeating completed work, and without charging the
run's attempt budget

## Linked Issues or Issue Description

Refs #20143 (bug B; this PR builds on it), #20113 (bug A), #20101
(superseded: split into #20143 and this PR)

**What happened?**
Restart-chaos waves w-20261108T195944-s42 and w-20261108T210118-s9802
(H1). After `raise_budget_and_resume`, CHA-3's budget-cancelled run
(enforcement stop) and CHA-1's run (agent lifecycle pause from the
budget hold) stayed cancelled until someone clicked Retry.

**Expected behavior**
Resuming continues each task its budget stopped, exactly once, with no
attempt charged, an activity entry, and no repeat of work that already
continued. A run a person stopped stays stopped.

**Steps to reproduce**
Set a budget below spend while a task runs; let the stop cancel the run;
resolve with Raise budget and resume. Before this change, no new run is
queued.

## What Changed

- New table `budget_resume_claims` (migration 0451). One row per
cancelled run, outside the run's result JSON, so a Stop that settles
during the resume cannot erase it.
- `markBudgetCancelledWorkForResume` (called by `resolveIncident` before
the incident closes): claims every task run its budget stopped since the
incident opened. That covers runs budget enforcement fenced, including
stops still in flight, and runs the agent lifecycle pause stopped for
this budget (`pauseStop`, carried from the lifecycle operation's
`pauseCause` so a resume before the Stop keeps the link). Runs a person
stopped are excluded. Two indexed passes led by `(company_id, status)`.
- `deliverBudgetResumeContinuations`: once a claimed run's stop settles,
files the resolving board member's Retry (`requestTaskRetry`,
idempotency key `budget-resume:<run>`, with the member's session source
and the chat Retry callback). The Retry path checks, under the task
lock, that the run is still the task's latest and the task is open, so
continued or completed work is never repeated. Claim settlement and its
activity entry commit together; retryable refusals and errors retry.
- Delivery runs in the always-on budget-enforcement worker after each
pass's Stop delivery. Its schedule includes deliverable claims and the
earliest stale-claim expiry. The execution-continuation worker is a
backstop.
- `agent.paused` / `agent.resumed` logging is in #20113.
`budget.cancelled_work_resume_requested` (incident) and
`budget.cancelled_work_continued` / `_not_continued` (task) are recorded
here.

## Verification

- New `budget-resume-continuation.test.ts` (Postgres, real
`resolveIncident` → claims → `requestTaskRetry` → real `resumeTaskRetry`
into a queued run):
- each task continues once, including a blocked task; repeat delivery or
resolve saves nothing new;
- a stop still in flight at resume, whose terminal write replaces the
result JSON, is still continued;
  - a 30-task scope is fully continued;
- a lifecycle-pause stop caused by the budget is continued, and one
caused by a manual pause is not;
- continued work, done tasks, a run that finished before its stop, and
person-stopped runs (including ones enforcement also fenced) are not
continued.
- `lifecycle.test.ts`: the pause records its cause on the operation and
on stopped runs, including when the budget is resumed before the pause's
Stop. `budget-enforcement-worker.test.ts`: delivery after Stop delivery,
and a wake at claim expiry.
- 287 tests across the affected suites passed. Server typecheck
(`typecheck-layers`, low-memory): no errors.
- Not run: the H1 chaos rerun (Phase 3 runs it after merge).

## Risks

- Resume now continues budget-stopped tasks automatically. A board that
wants a task stopped can Stop it again; person-stopped runs are never
continued.
- A new table and one index (migration 0451).

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, test execution). Extended reasoning
enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:56:28 -06:00
DottaandClaude Opus 5.5 b54317d3fb fix(native): give a preparing run's first turn the user's queued messages instead of interrupting it (#20168)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A Paperclip Runner (native) run prepares its workspace and
environment before it starts its first provider turn. This can take
about a minute.
> - A user's message that arrives during that time waits as a deferred
wake behind the run. The Interrupt control then cancelled the run before
any provider turn.
> - The cancel threw away the whole preparation. A new run had to
prepare again, so the user waited longer for the first token.
> - This pull request gives the run's first turn the queued messages.
The run seals its first-turn input immediately before `turn.start`, so
the messages are part of the prompt that the turn starts with.
> - The benefit is that the user sees the message handled in the same
run, with no cancel and no second preparation.

## Linked Issues or Issue Description

**What happened?**
A Paperclip Runner run took about 54 s to prepare (environment startup,
workspace, runtime selection). The user sent a second message 32 s into
that time and clicked Interrupt 21 s later. Interrupt cancelled the run
as `operator_interrupted` ("Interrupted to send queued messages") before
any provider turn. A new run then prepared again from the start. The
runtime-selection transaction that froze the run's input completed about
5 s before the click, and the coordinator claim came 4 s after it, so
the message could not be given to the first turn at any point in the old
code.

**Expected behavior**
When a user message arrives for a task whose current run has not started
its first provider turn, the run does not stop. The message goes into
that run's first turn. A run that is in a turn is interrupted as before.

**Steps to reproduce**
1. Assign a task to a Paperclip Runner agent with a sandbox environment,
so preparation takes a long time.
2. While the run prepares, post a second comment on the task.
3. Click Interrupt on the queued message before the run starts its
provider turn.
4. See that the run is cancelled and a new run prepares again.

**Paperclip version or commit**
Staging revision b43cccbb0.

## What Changed

- `server/src/services/native-runtime/first-turn-queued-input.ts` (new):
`claimFirstTurnQueuedInput` seals a run's first-turn input in one
transaction. It locks the task, the deferred wakes, and the run in the
same order as the queue routes. It takes the responsible user's plain
queued comments in queue order (not interaction answers, interrupt
intents, independent continuations, conversations, or other users'
messages). It renders them with source-trust sanitizing and secret
redaction, then writes a `firstTurnQueuedInput` receipt
(`paperclip.first-turn-queued-input.v1`) into the run context. A second
call for the same run returns the same messages.
`runAcceptsFirstTurnQueuedInput` is true for a running native (or
preparing native) run that has no receipt and no accepted provider turn.
- `packages/paperclip-runner/src/native-session-runtime.ts`: new
`getFirstTurnQueuedInput` option. The runner calls it immediately before
the first `session.startTurn` and appends the result to `task.prompt`
(or to `events` for a resumed-session continuation envelope). It is not
called for the disposition-only recovery turn.
- `native-session-executor.ts`: passes the claim to the runner. A failed
seal commits nothing, so the executor logs it and starts the turn
without the messages. The messages stay queued.
- `queued-comment-delivery.ts`: a message in a run's receipt counts as
delivered only after the provider accepted that run's turn
(`turn.accepted` or the provider's `turn.started`), and only if the
message was not edited after the seal. Release promotion, Send, and
later first turns use this rule. `explicit-native-continuation.ts` uses
the same rule for stopped native runs.
- `routes/issues.ts` Interrupt: when the target run has not sealed its
first turn and has no accepted turn, the route does not record interrupt
intent and does not cancel the run. The response has
`executionWait.reason = "first_turn_pending"`. Other runs are
interrupted as before.
- Queue views (`routes/issues.ts` and the wake-queue adapter) hide
messages that the active run took into its first turn. Queue edits keep
those ids on the wake, so a run that fails before acceptance still
leaves them queued.
- `run-state.ts`: the issue-control run projection includes the receipt,
so the queue poll can hide taken messages.
- `doc/execution-semantics.md`: new section "Queued messages before a
native run's first turn".

## Verification

- Red before the fix, green after:
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-queued-comments-routes.test.ts -t "first
turn|already started"`: Interrupt on a preparing run and on a claimed
native run before `turn.start` does not stop the run, and the first turn
gets both messages in order. Before the fix, both cases cancelled the
run.
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/native-session-runtime.test.ts -t "first-turn queued input"`: the
claim runs immediately before `turn.start`, and the first turn's prompt
ends with the queued messages. Before the fix, the claim was never
called.
- `pnpm --filter @paperclipai/server exec vitest run
src/services/native-runtime/first-turn-queued-input.test.ts`: a run that
fails before `turn.start` leaves the message queued. The next run
delivers it, and after that no later run or copied retry context takes
it again. Before the delivery rule, the "exactly once" and "accepted
then failed" cases failed.
- Safety cases that pass before and after: Interrupt still cancels a run
whose provider accepted a turn (including a run saved by the previous
release with no receipt) and a run whose first-turn input is already
sealed. The existing "explicit interrupt fallback" cases for preparing
and native runs without a responsible user still pass.
- Speed: the seal is one short transaction before `turn.start`. In the
embedded-Postgres test it took 5.5 ms. It removes a full second
preparation (54 s on staging) from the message-to-first-token time.
- Related suites: `src/modules/wake-queue`,
`explicit-native-continuation`, `issue-queued-comment-queue`,
`issue-queued-comments-routes`, `queued-comment-consumption`,
`heartbeat/run-state` (888 tests), `native-session-executor.test.ts`
(1306 tests), and the full `native-session-runtime.test.ts` (238 tests)
pass. `pnpm --filter @paperclipai/server typecheck` passes.
- Not done: no live run against a real provider or sandbox. Staging was
read only.

## Risks

- Previous-release state: a deferred wake saved by the previous release
has the same shape and is taken normally. A run saved by the previous
release has no receipt. If it is resumed before its first turn, it seals
on the new release. If its provider already accepted a turn, Interrupt
stops it as before. A run saved by the previous release while it was in
`turn.start` but before acceptance counts as unsealed, so in that short
window an Interrupt does not stop it and the message is delivered at the
turn boundary.
- Rollback: if the server rolls back after a run sealed and its turn was
accepted, the old release does not read the receipt and can deliver
those messages a second time.
- A first turn that does not use the fresh-turn path (restart
continuation, disposition-only recovery) does not call the claim. Its
messages are delivered at the turn boundary as before.
- A message that arrives after the seal waits for the turn boundary.
Interrupt stops the run as before.
- No schema migration. The receipt is a key in the run context.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file edits, test execution, read-only
browser).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:44:18 -06:00
DottaandClaude Opus 5.5 098f7d370b fix(workspaces): release an unchanged remote writer without a snapshot and wake its waiters (#20171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A remote (sandbox) task workspace has one writer run at a time. The
writer holds the workspace until its files are saved as a snapshot
> - A run that a user comment interrupts right after its claim did no
work. No provider turn started and no command ran in the sandbox
> - Paperclip still kept its sandbox, then took a full snapshot of the
unchanged workspace. On a 2 GB repository this took 3 minutes
> - The next runs failed setup with `workspace_busy` ("ended, but its
workspace save has not settled"). The retry then waited for the
one-minute settling re-check after the save. The user's message waited
more than 4 minutes
> - This pull request releases such a writer at once, at the saved
version it started from, when durable evidence proves that it changed
nothing. It also wakes parked `workspace_busy` waiters when a hold
settles
> - The benefit is that an interrupted run no longer delays the next
message by a full workspace save

## Linked Issues or Issue Description

**What happened?**
A remote-workspace run was claimed (`native.coordinator.claim`). One
second later a board comment interrupted it (`operator_interrupted`). It
made no provider turn and no tool calls. Cancelled-workspace
preservation still retained its sandbox, and workspace recovery took a
full `remote_workspace_snapshot` of the unchanged workspace (3 minutes
for a 2 GB repository). Two follow-up runs were cancelled with
`workspace_busy`. Their retry was due during the save, and it parked for
the one-minute settling re-check after the save finished.

**Expected behavior**
A writer that provably changed nothing releases the workspace at once
and keeps its existing `snapshotId`. The next run is admitted without
`workspace_busy`. When a save does run, waiters start as soon as it
commits.

**Steps to reproduce**
1. Run a task on a remote sandbox workspace that already has a saved
version.
2. Interrupt the run with a board comment right after the claim, before
the provider turn.
3. See the full snapshot operation on the interrupted run and
`workspace_busy` on the follow-up runs.

**Paperclip version or commit**
Staging served revision b43cccbb0. Reproduced on `master` by the new
regression tests.

## What Changed

- `prepareRemoteWorkspace` records `remoteWorkspaceUnchangedBaseline`
(epoch, writer run, saved version) when preparation started from a clean
saved version and added nothing to it: no recovered attachments, no
repository outside the saved version and no workspace migration.
- New `proveRemoteWorkspaceUnchanged`
(`remote-workspace-unchanged-proof.ts`). It uses only durable evidence.
The writer run must have ended without a result, and its owner fence
must be clear. It must have no process fields, no execution, provider or
tool events (the shared `executionStartedEventPredicate`), no native
result, no runner checkpoint rows (the controller writes one before
every runner command), and no provider turn in a checkpoint that names
this run. It must have no workspace operation other than a restore or a
`workspace_finalize`/`workspace_recovery` receipt, so provisioning and
saves count as writes. Every task repository must be in the saved
version. Any missing or ambiguous evidence refuses.
- New `releaseUnchangedRemoteWorkspaceWriter`. It sets the authority to
clean with no writer, keeps `snapshotId`, marks the run reference
`saved`, logs `workspace.snapshot_skipped_unchanged` and sends the same
notifications as a final save. It never waits on a writer run that
another transaction holds (`skip locked`).
- The release applies in three places: the next run's
`reserveRemoteWorkspace`, cancelled/failed-workspace preservation
(`preserveNativeFailedWorkspace`), and `saveRemoteWorkspace` with the
final boundary. The final save returns the same version on a repeated
call, so a recovery that raced the release finishes without a capture.
- The final-save commit and the unchanged release call
`wakeWorkspaceBusyWaitersInTx`. A parked waiter whose holder was that
writer is due at once, not at the one-minute settling re-check.
- `doc/execution-semantics.md` describes the release and the wake.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/services/remote-workspace-unchanged-release.test.ts` (13 tests,
embedded Postgres, real archive capture):
- Staging shape (claim, then interrupt with no provider work): the next
reservation is admitted. No snapshot operation is recorded. The run
reference is `saved` at the old `snapshotId`. Red on `master`: "The
workspace still has an unfinished writer or save operation."
- A later final save, behind the `workspace_finalize` receipt that
production finalizers publish first, returns the same version with no
capture, a repeat returns it again, and a parked waiter becomes due now.
Red on `master`: a new snapshot is captured.
- Negatives that still do a full save: `turn.started`, `provider.event`,
`tool.execution.started`, `native.process_start_requested`, a
provisioning command that wrote into the workspace, a recorded process,
a live owner fence, and a writer that is still running.
- Upgrade safety: no baseline (a writer prepared by the previous
release), a baseline without its saved version, and a baseline with
another schema each keep the full save.
  - A full final save wakes the parked waiter. Red on `master`.
- `native-cancelled-workspace-preservation.test.ts`: a new case shows
that a cancelled writer with a baseline and no work is released, with no
retained lease and no recovery action. Red on `master` (the
restore-recovery hold was recorded). The other 44 cases pass unchanged.
- I also ran the related remote-workspace, workspace-recovery, native
preservation and run-dispatch suites locally.

## Risks

- A false "unchanged" verdict would drop unsaved files. The proof
requires a positive baseline from preparation and refuses on any write
record. Only `.paperclip-runtime` (excluded from snapshots) is written
by runner staging before a process starts. A deploy that lands mid-run
keeps the full save, because the proof reads only durable rows.
- Previous-release state: a writer prepared without the baseline (or
with an unknown or partial one) keeps today's full save. An older server
ignores the new metadata key.
- Waiters now start sooner after a final save. Arrival order among
waiters is unchanged (the park check still admits the earliest first).
- Other ways a hold can settle (for example a stop receipt that turns an
unused reservation free) still rely on the one-minute re-check.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:37:52 -06:00
Devin FoleyandPaperclip 546cfee919 fix(github): send gh repo create and fork to the connection's tools (#20142)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents with a managed GitHub connection get `git` and `gh` launchers
that use the connection's credential
> - The launcher gives that credential to any `gh` command, and the
broker does not see which command runs
> - So `gh repo create` and `gh repo fork` skip the connection's tool
switches, ask-first approvals, owner defaults, and audit
> - The connection's `create_repository` and `fork_repository` tools
apply all of these
> - This pull request stops `gh repo create`, `gh repo new`, and `gh
repo fork` when a managed credential is in use, and names the tool to
use instead
> - The benefit is that repository creation follows the connection's
rules, whichever path the agent tries first

## Linked Issues or Issue Description

Refs #20141 (default owner for `create_repository` and
`fork_repository`).

**What happened?**
An agent with a managed GitHub connection can run `gh repo create` in
its shell. The command uses the connection's token, but it does not use
the connection's tool rules. If the user turns off or reviews
`create_repository` on the connection, the agent can still create a
repository with `gh`. The owner default from #20141 also does not apply,
so the command can fail with `403 Resource not accessible by
integration` when the App is installed only on an organization.

**Expected behavior**
With a managed connection, repository creation and forks go through the
connection's tools. The tool switch, approvals, owner default, and audit
apply.

**Steps to reproduce**
1. Connect GitHub with a managed connection.
2. Set the connection's `create_repository` tool to off or ask first.
3. In an agent run, run `gh repo create demo --private`.
4. The command runs with the connection's credential and ignores the
tool setting.

## What Changed

- `packages/adapter-utils/src/github-launcher.ts`: when the broker
returns a managed credential, `gh repo create`, `gh repo new`, and `gh
repo fork` exit with code 1 before `gh` starts. The message names the
`create_repository` or `fork_repository` tool and tells the agent to
finish with Git.
- `--help` still runs. Other `gh` commands do not change. Executions
without a managed credential run these commands as before.
- `doc/execution-github-identity.md`: describes the behavior and states
that this is guidance, not a security boundary.

## Verification

- New test in `packages/adapter-utils/src/github-launcher.test.ts`:
"sends repository creation and forks to the connection's tools when a
connection is in use". It covers `create`, the `new` alias, `fork`,
`--help`, another `gh repo` command, and the case without a connection.
It fails without the launcher change.
- `npx vitest run src/execution-target.test.ts
src/github-launcher-environment.test.ts src/github-launcher.test.ts` in
`packages/adapter-utils`: 83 passed.
- `npx vitest run src/drivers/acpx/github-launcher.test.ts` in
`packages/paperclip-runner`: 3 passed.
- `npx vitest run src/services/heartbeat-github-launchers.test.ts` in
`server`: 12 passed.
- `npx tsc --noEmit -p packages/adapter-utils` passes.

## Risks

- Agents that used `gh repo create --source . --push` must now call
`create_repository`, then add the remote and push with Git. The message
tells them to do this.
- If the connection's tool is off for the agent, the agent cannot create
a repository. This is the purpose of the tool setting.
- This is not a security boundary. Other commands that receive the
token, such as `gh api`, can still call the same GitHub endpoints.
- Running launchers keep their earlier source until the next run stages
new launchers.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (code reading, shell commands, and test runs).

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-08 17:08:35 -08:00
Devin FoleyandPaperclip 0e49576fd9 fix(github): default repository owner to the only installed organization (#20141)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use a managed GitHub connection to create repositories and to
fork repositories
> - The Paperclip GitHub App can be installed only on an organization,
and not on the user's personal account
> - Then `create_repository` and `fork_repository` fail when
`organization` is empty, because GitHub sends them to the personal
account
> - Agents, approval cards, and connection tests all fail on their first
attempt with `403 Resource not accessible by integration`
> - This pull request fills an empty `organization` with the only
organization where the App is installed
> - The benefit is that repository creation works on the first attempt
for these connections

## Linked Issues or Issue Description

No public issue exists. Refs #19655 (GitHub repair guidance for the same
error).

**What happened?**
A user connected GitHub through the managed connection. The Paperclip
GitHub App was installed on one organization and not on the user's
personal account. An agent called `create_repository` without
`organization`. GitHub returned `POST https://api.github.com/user/repos:
403 Resource not accessible by integration`. The test button on the
connection page gave the same error. The agent then stopped and asked
the user to create the repository manually.

**Expected behavior**
When the App can create repositories only in one organization, an empty
`organization` uses that organization. The approval card and the test
result show that owner.

**Steps to reproduce**
1. Install the Paperclip GitHub App on one organization only. Do not
install it on the personal account.
2. Connect GitHub with the managed connection.
3. Run `create_repository` with only `name`, from an agent or from the
connection test dialog.
4. GitHub returns 403.

## What Changed

- Added `server/src/services/tool-access/github-default-owner.ts`. It
finds the default organization from the grant's access snapshot. It
returns an organization only when there is exactly one installation, and
the snapshot marks that owner's repositories as organization
repositories. Older snapshots without account types get no default until
access is refreshed.
- `governedToolArguments` in `tool-gateway.ts` fills an empty
`organization` for `create_repository` and `fork_repository` on managed
GitHub connections. The change occurs before policy, approval signing,
previews, and audit. Thus agent calls, approval cards, and connection
tests use the same owner.
- The grant lookup runs only for these two tools, and only when
`organization` is empty. If the credential is unavailable, the call does
not change and fails with its own error at dispatch.
- An explicit owner does not change. A fork into its own owner does not
change. Token (PAT) connections, personal installations, and multiple
organizations keep GitHub's behavior.
- `projectedConnectionToolInputSchema` describes the default on the
`organization` argument. Agents and the connection test form see where
the repository goes.
- Updated `doc/connections/GITHUB.md`.

## Verification

- `pnpm --filter @paperclipai/server typecheck` passes.
- `npx vitest run
src/services/tool-access/github-default-owner.test.ts`: new unit tests
for the owner rules (single organization, personal installation, several
organizations, another person's account, older snapshots, blank values,
forks into the same owner, schema text).
- New gateway test in `src/__tests__/tool-gateway.test.ts`: "defaults
GitHub repository creation to the only installed organization for agents
and connection tests". It covers an agent call, an explicit owner, a
connection test call, and a personal installation. It fails without the
gateway change.
- Related suites pass, 393 tests in 9 files: `tool-gateway.test.ts`,
`tool-gateway-service.test.ts`, `connection-instructions.test.ts`,
`github-access-errors.test.ts`, `github-default-owner.test.ts`,
`tool-gateway-discovery-http.test.ts`,
`github-operation-credentials.test.ts`,
`project-git-authorization.test.ts`, `prompt-injection-gateway.test.ts`.
- Not tested against a live GitHub App installation.

## Risks

- Low risk. The default applies only when the grant snapshot shows one
organization installation and no personal installation. Without the
change, these calls fail with 403.
- A stale access snapshot can choose the organization after a user
installs the App on the personal account. Installation events and
**Refresh access** update the snapshot.
- An approval that was created before this change, without
`organization`, no longer matches the projected arguments. That approval
cannot run and must be requested again. Without the change, it fails
with 403.
- `gh repo create` and `gh repo fork` in agent shells do not use the
gateway, so they keep GitHub's personal default.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (code reading, shell commands, and test runs).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-08 17:08:13 -08:00
DottaandClaude Opus 5.5 95d476c57b docs(plans): record the measured seed experiment for per-turn uploads (#20139)
## Thinking Path

- #20100 proposed sending only the changed files on per-turn follow-ups,
with the repository seed held inside Daytona in a snapshot or a volume.
It asked for one measured experiment before building.
- Snapshot and volume operations were blocked by our Daytona key's
permissions. A restricted key with those permissions now exists, so the
experiment has run.
- This PR records the numbers and the decision in the design doc.

## Linked Issues or Issue Description

Refs #20100

**What happened?**
The #20100 design's seed-location choice was unmeasured: snapshot build
time and volume read speed were both open questions.

**Steps to reproduce**
1. Run the SDK timing of direct upload, volume extract, and snapshot
build and create on the paperclip seed (58.7 MB gzip) in Daytona `us`, 2
vCPU.

**Expected behavior**
The design doc states the measured winner, the per-turn saving, the
one-time cost, and the work needed to build it.

## What Changed

- `doc/plans/2026-11-08-incremental-per-turn-workspace-upload.md`:
  - The status now reads: measured; snapshot chosen; not built.
  - New "Experiment results" table:
    - direct upload: 6.4 s per turn;
    - volume: 6.8 s per turn, which rules it out;
- snapshot: about 2–3.5 s per turn, after a 177 s build per seed
generation.
- Findings: fork is unsupported, compression is exhausted, and the
snapshot builder runs as `daytona` and does not extract archives.
- New "Work to build the snapshot seed" list: lifecycle, sandbox
creation, verification and fallback, expiry and cleanup, and rebuild
policy.

## Verification

Docs only. Every Daytona resource the experiment created was deleted,
and an account-wide listing confirmed none remained.

## Risks

None at runtime.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:21:08 -06:00
DottaandClaude Opus 5.5 2a16be36ab docs(plans): per-turn follow-ups without re-uploading the repository (#20100)
## Thinking Path

- Per-turn remote sandboxes stay the default while warm reuse (#20048)
is on hold.
- On the paperclip clone, a per-turn follow-up spends about 13 s in
`workspace_sync.transfer`, though its changes pack in 0.5 s: every fresh
sandbox receives the whole 70 MB (gzip) seed again, at about 5 MB/s from
the controller.
- The coordinator asked for a design that uploads only changed files
into a fresh sandbox, with a full-upload fallback, measured against the
spans. It also asked to build it only if the implementation is bounded
and safe.

## Linked Issues or Issue Description

Refs #20048

**What happened?**
Per-turn follow-ups on large repositories wait about 13 s re-uploading
the full workspace seed even when almost nothing changed (pack 0.54 s,
transfer 13.3 s, time to first token about 31 s).

**Steps to reproduce**
1. Run `tests/restart-chaos/ttft-baseline.ts --env daytona
--workspace-repo <paperclip clone>` with per-turn sandboxes.
2. Compare `workspace_sync.pack` and `workspace_sync.transfer` on the
follow-up turn.

**Expected behavior**
A follow-up uploads only its overlay into a sandbox that already holds
the seed, falling back to the full upload when unsure.

## What Changed

- `doc/plans/2026-11-08-incremental-per-turn-workspace-upload.md`. It
contains:
- the measured span table and the size analysis (220 MB archive, 70 MB
gzip, about 5 MB/s);
- the expected saving: about 12–13 s per follow-up, time to first token
about 31 s → about 18 s;
- a design keyed by seed generation with a content-hashed manifest,
using a Daytona snapshot (preferred) or a Daytona volume to hold the
seed;
  - the overlay-only turn flow, with a verified fallback;
  - one bounded experiment to choose the seed location before building.
- Not built yet: both seed locations need provider capabilities
(snapshot build time, volume read speed) that must be measured first, so
the implementation isn't bounded until the experiment picks one.

## Verification

Docs only.

## Risks

None at runtime.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 14:21:24 -06:00
DottaandClaude Opus 5.5 c02fd8d427 docs(plans): salvage-then-retire design for kept restore-source and done-task warm sandboxes (#20087)
## Thinking Path

- Paperclip keeps some remote sandboxes after their run: warm ones for
reuse, and failed runs' stopped sandboxes as workspace-restore sources.
- In the warm Daytona chaos waves for #20048, the real leaks were
restore sources that nothing retires once a user Retry closes their
recovery actions. Separately, a done task's suspended warm sandbox is
only destroyed when its environment is deleted.
- Retiring them early needs a provider-I/O salvage step: compare against
the durable save, export anything unsaved to the issue, then destroy.
That spans recovery, storage, attachments and teardown. The coordinator
asked for a design note so it can be its own reviewed task instead of a
rushed patch.

## Linked Issues or Issue Description

Refs #20048, #20085, #20086

**What happened?**
Closed restore sources and done-task warm sandboxes stay suspended until
their environment is deleted, costing storage. No path compares them
with the last durable save or exports their unsaved files before
retirement.

**Steps to reproduce**
1. A run fails; its sandbox is kept as a `retain_on_failure` restore
source.
2. The user clicks Retry; a fresh run succeeds and the task is done.
3. The restore-source sandbox is never retired until the environment is
deleted.

**Expected behavior**
After a clean compare, or a confirmed export of anything unsaved to the
issue, the sandbox is destroyed. If salvage fails, it stays suspended
and is retried.

## What Changed

- `doc/plans/2026-11-08-restore-source-salvage-and-warm-retirement.md`:
a design for one owned kind (`environment_kept_sandbox_retirement`) on
the shared reconciler. It covers listing rules for both cases (24 h
default retention for done-task warm sandboxes), a three-stage salvage
state machine (compare, export, retire) with a provider-I/O step and
receipt table, failure handling that never destroys without proof, and
the test plan.

## Verification

Docs only; no code or tests changed.

## Risks

None at runtime. Additive documentation.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 14:13:05 -06:00
DottaandClaude Opus 5.5 b32ef9f111 perf(budgets): judge time to first visible agent activity; keep time to first text as a reported metric (#20077)
## Thinking Path

- The native speed budgets (plan invariant 8) judge how fast an agent
responds. They judged `task.time_to_first_token`: time to the first
deliverable **text**.
- In the clean local restart storm (w-20261108T153612-s9401), Claude
breached its TTFT budget (cold p50/p95 17.4/34.7 s against 16.5/30). The
per-run spans showed this was not a control-plane wait: in all 49 cold
runs (and 76% of warm), Claude started a tool call before writing any
text. Its first visible activity came at 7.4 s p50 from run creation;
first text came at 19.6 s. Codex never calls a tool first.
- So first text charges model tool work as latency for tool-first
adapters. What the user experiences as "the agent responded" is the
first visible activity: a text delta, a tool-call start, or a thinking
indicator.
- The coordinator decided: budgets judge time to first visible agent
activity from run creation, with the budget numbers unchanged; first
text stays a reported metric with no budget for tool-first adapters.

## Linked Issues or Issue Description

**What happened?**
Local storm s9401: the Claude TTFT budget breached on every aggregate,
while the control-plane steps (queue 0.05 s, prepare 0.3 s, runner
startup ~4 s, first provider event 1.3–1.8 s) were well within budget.
The rest of the first-text wait was Claude streaming tool input (about
5.5 s per call) and running tools before it wrote text.

**Steps to reproduce**
1. Run a Claude task whose first action is a tool call (most real
tasks).
2. Read the run log: `provider.time_to_first_agent_event` ends at the
tool call; `task.time_to_first_token` ends many seconds later at the
first text.
3. The speed budget judges the later one and reports a breach.

**Expected behavior**
The budget judges the first visible agent activity from run creation
(`task.time_to_first_agent_activity`). Time to first text is still
recorded and reported.

## What Changed

- `server/src/services/native-runtime/native-session-executor.ts`: when
the first meaningful agent event commits (the existing
`firstMeaningfulAgentEventKind`: text delta, tool-call start, or
reasoning), record `task.time_to_first_agent_activity`. It uses the same
detached anchor resolution as TTFT (accepted comment, answered question,
durable wake request, or run creation), so it adds nothing to the turn
path.
- `server/src/services/native-runtime/native-speed-budgets.ts`: the
metric is now named `time_to_first_activity` (was `ttft`), with
identical budget numbers. The type comment documents the definition and
why first text is unbudgeted.
- `server/src/services/native-runtime/native-run-trace.ts`: the budget
check judges `task.time_to_first_agent_activity` from run creation,
keeping the existing input-wait handling. `task.time_to_first_token` is
no longer budgeted.
- `tests/restart-chaos/ttft-baseline-stats.ts` and `ttft-baseline.ts`:
report first activity from run creation (the budgeted value) next to
TTFT.
- Docs: `doc/observability.md` (new span) and
`doc/plans/2026-11-07-ttft-baseline.md` (metric table).
- Tests:
- A tool-first turn records first activity at the tool call (5 s) while
TTFT records first text (16 s).
- A tool-first trace with slow first text but fast first activity is
within budget.
  - The existing budget tests now judge the activity span.

Observability path (AGENTS.md section 5.7): the new run-log span uses
only the existing `eventKind` and `anchor` attributes. Its name survives
run-log redaction intact; checked with `redactEventPayload`. The
operator OTLP gate is unchanged. It is not Telemetry.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-speed-budgets.test.ts
src/services/native-runtime/native-run-trace.test.ts`: 44/44 pass.
- `cd server && npx vitest run
src/services/native-runtime/native-session-executor.test.ts -t "first
visible activity|first assistant text once|first-token timing"`: 7/7
pass.
- `npx vitest run --root tests/restart-chaos`: 159/159 pass; `tsc` on
`tests/restart-chaos` is clean.

## Risks

- **A metric rename.** Consumers of `run.performance.budget_exceeded`
see `metric: "time_to_first_activity"` instead of `"ttft"`. In-repo
there are none besides the tests; Phase 3's chaos speed grade switches
to the new span.
- **A looser budget for slow first text.** Intentional: first text is
reported, not judged. A regression in control-plane latency still shows
up in first activity.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:32:42 -06:00
DottaandClaude Opus 5.5 4f7eee10c2 feat(recovery): let the board confirm an unrecorded owner stopped for every settling process kind (#20084)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Recovery releases in-progress records (leases, claims, intents) only
when it can prove their owner is gone
> - A record saved before its server process was fully recorded is
`unprovable`, and it is never released on its own
> - #20067 added a board-only action to confirm that such an owner
stopped, but only the environment run lease used it
> - Other settling kinds (for example the legacy controller lease, which
shows `missing_identity` rows in the Phase 2 reconciler data) stay stuck
with no way forward
> - This pull request opens the same confirmation to every settling kind
whose record names a partly recorded server process
> - The benefit is that an operator can release these stuck records
safely, and recovery settles them at once

## Linked Issues or Issue Description

Refs #20067, #20054

**What happened?**
The Phase 2 reconciler data shows `legacy_controller_lease` records that
stay `unprovable` with `missing_identity`: they were saved before
Paperclip stored the controller's PID space. Recovery never releases an
unprovable owner, and only the environment run lease offered the board's
"confirm the previous server stopped" action. These records, and records
of other settling kinds saved the same way, had no path forward.

Also, a board confirmation did not wake the reconciler. Unprovable
records are not watched, so the release waited for some unrelated pass.

**Expected behavior**
Recovery asks the board on the record's task. After the board confirms,
recovery releases the record through the kind's own compare-and-swap
settle, at once. A confirmation never releases a record that changed
since the board was asked.

**Steps to reproduce**
1. Have a legacy run whose `controller_process` was recorded without a
host hash (an older server).
2. Run the ownership reconciliation pass. The record is `unprovable`
(`missing_identity`) and no board action appears.

**Paperclip version or commit**
master at c55af26821.

## What Changed

- `ownership-registry.ts`: a new `ownerGoneAttestable` helper opts a
settling kind in. The kind asks the board (cause
`ownership_owner_unprovable`) only for a process-owned record that is
unprovable for a legacy reason and has a version. Opted in:
`legacy_controller_lease`, `environment_teardown_claim`,
`sandbox_creation_intent`, `workspace_runtime_control_operation`,
`native_workspace_finalize_attempt`, `native_finalizer_lease`,
`native_cleanup_lease`.
- `owner-gone-attestation.ts`:
- The request records the record version (`recordUpdatedAt`), and each
pass refreshes an open request to the current version.
- The board submits the version it was shown (`recordVersion`, a new
optional field in `confirmOwnerGoneSchema`). The confirmation is refused
with 409 unless that equals the request's current version and the locked
record's version.
- `recordVersionAttestations` reads back every resolved confirmation.
Any one that names the record's current version applies.
- `confirmOwnerGone` now wakes the ownership reconciler in its
transaction.
- Each opted-in kind has a version lock. For an `operator_attested`
proof, its settle runs in a transaction that locks the record row and
re-checks the confirmed version before the kind's own compare-and-swap.
- `ownership-invariant-report.ts`: in the periodic pass and in one-shot
settles, a matching confirmation turns a legacy `unprovable` verdict
into `gone` (`operator_attested`). A live or provable owner always wins.
The extra read runs only when a kind has such a record.
- `WorkspaceExportRecovery.tsx`: the board's confirmation names the
stuck record by kind (for example "This task's earlier run"), with a
generic fallback, and sends the version it showed.
- `doc/execution-semantics.md`:
- It describes the action, the version binding and which kinds are
offered.
- It updates the controller-lease section to match #20054: the holdings
list, and that the lease is off only on Railway deployments with an
exclusive volume.

## Verification

- `pnpm exec vitest run src/__tests__/owner-gone-attestation.test.ts`
(server): 10/10. The new legacy-controller cases fail without the
change:
  - the board is asked, and nothing is released before the confirmation;
- the confirmation wakes the reconciler, and the next pass settles the
record as `operator_attested`;
- a record that changed after the confirmation is not released, and a
fresh request is raised;
- a record of these kinds with no owner stamp is not offered, because
its settle could never release it;
- a confirmation for a version the record no longer has is refused, and
the refreshed request then applies;
- a write between the reconciler's listing and its settle stops the
release inside the settle's transaction.
- The 10 server ownership suites (registry, report, owner proof,
controller lease, legacy controller, teardown, finalize, token leases):
332/332.
- `pnpm exec vitest run
src/components/WorkspaceExportRecovery.control.test.tsx` (ui): 48/48.
- `pnpm check:token-gates`: all gates clean.
- `PAPERCLIP_TYPECHECK_LOW_MEMORY=1 pnpm typecheck` in `server` and
`ui`: passed.

## Risks

- A wrong release would be serious. The safeguards:
- The confirmation applies only while the record's last-write time
equals the one the board was asked about, and only while the prover
still finds the recorded process unprovable for a legacy reason.
- Each kind's settle still compare-and-swaps on the exact recorded
process.
- A record of these kinds with no owner stamp at all is not offered.
Those settles cannot release it, so it keeps its existing recovery path.
- Kinds that are unowned by design (queued pending cleanup, accounting
debt) are not offered.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:16:07 -06:00
DottaandClaude Opus 5.5 e8a3f1f6f2 feat(recovery): prove a replaced container's records gone through a fenced controller epoch (#20054)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, the control plane settles in-progress records
(leases, claims, intents) only once it proves their owner process is
gone
> - The proof compares host and PID space, so a stamp from a replaced
container or a rebooted machine stays unprovable forever, and its
records never settle
> - Self-hosted users on Docker, Kubernetes and Fly hit this on every
redeploy; a Railway deployment with an exclusive volume is covered by
`deployment_replaced` (#20026)
> - This pull request adds a fenced controller epoch: each boot holds a
database lease, and an expired boot is fenced so its records can be
proven gone
> - The benefit is that work stranded by a replaced container is
recovered, without keeping an idle database awake

## Linked Issues or Issue Description

Follow-up to #20026 and the Phase 2 durable-ownership data. Related:
#19965 (owner stamps), #19883 (process space). No duplicate PR was
found.

**What happened?**

A record stamped by a server process in another container reports
`different_process_space`. A dead PID elsewhere is never proof, so the
record stays `unprovable` and is never settled. Every redeploy of a
self-hosted container leaves such records behind.

**Expected behavior**

A record owned by a server boot that was replaced (stopped cleanly, or
lost its lease and was fenced) is proven gone and settled exactly once.
A live boot's records stay with it. An idle server issues no recurring
queries.

**Steps to reproduce**

1. Run Paperclip in a container and start work, so an environment lease
is stamped by that boot.
2. Replace the container. The new container has a new PID namespace.
3. The ownership reconciler reports `different_process_space`
(unprovable) for the old lease, forever.

**Paperclip version or commit**

`master` before this PR.

## What Changed

- New `controller_instances` table (migration 0449): boot id, epoch
(bigserial), process space, pid, a lease on the database clock,
`fenced_at` / `fenced_by_epoch`, `stopped_at`.
- `controller-instance-lease.ts`, registered with the shared
delivery-work coordinator (`controller-instance-lease` queue, runs
during drain):
- **Holds work → renews; idle → silent.** One upsert creates the row on
first use and extends the lease only if the boot holds work: a stamp
within the last 90 s, or a stamp whose ownership write may still be
pending (held until the server's tracked work settles, capped at 10
minutes; a renewal that sees some other held record does not clear it,
so a slow ownership write cannot be outlived), or an in-progress record
held by its boot id. Those records are active environment leases,
in-flight cleanup claims, sandbox creation intents, workspace finalize
attempts, agent lifecycle steps, native finalizer and cleanup leases
(`lease_holder` bound to the token), open native coordinator claims, and
running legacy runs. Renewal runs every 30 s while the boot holds work.
When it finds none, the lease lapses and the worker sleeps until the
next stamp (`onControllerStamp`).
- **No idle trailing statements.** When the server's last tracked work
settles, the worker re-checks holdings at once, at most every 5 s (the
rate limit also absorbs the worker's own run). So the last check happens
with the work, not 30 s later.
- **Quiesce, don't crash.** Each renewal has a 10 s bound. A failed or
timed-out renewal applies an internal task drain, so no new work is
dispatched. A recovered renewal resumes. The boot exits only after 60 s
of failure (counted from the first failed attempt's start) while it
still holds work, or at once when it finds itself fenced.
- **Fence on demand, by a newer epoch.** For a stamp from another host
or PID space, the prover reads that boot's row:
    - `stopped` or `fenced`: gone.
    - live lease: alive.
- otherwise, the boot's last sign of life is the later of its lease
expiry and the record's last write plus the TTL. Within 30 s of that,
the owner stays `alive` (`controller_lease_grace`), so the settle watch
keeps rechecking. After that, the prover fences the boot, but only with
a lease row of its own (created on demand) and only an older epoch.
  - A graceful shutdown records `stopped_at`.
- A reconciliation pass that settles nothing (`record: false` or
`settle: false`) never fences and never creates the boot's row.
- `owner-proof.ts`: these proofs apply only to server-held records. A
stamp with a recorded process group stays unprovable, because agent
processes can outlive their server. The reconciler passes each record's
`updatedAt` to the proof.
- `task-admission.ts`:
- the quiesce drain never replaces an operator's drain, and has no idle
owner, so HTTP stays open;
- a `subscribeIdleWorkSettled` hook fires when the last tracked work
finishes.
- Off on a Railway deployment with an exclusive volume (it has its own
replacement proof). `PAPERCLIP_CONTROLLER_INSTANCE_LEASE=on|off`
overrides this. A stateless Railway service keeps the lease. A server
without its own lease row never fences.
- `maintenance-server-routes.test.ts`: in the post-run quiet window, the
lease may check once more that the run's records were released. The test
now excludes those statements, then asserts that the lease issues
nothing in a further window.
- Docs: `doc/execution-semantics.md`; the Phase 2 data doc records the
two known gaps.

## Verification

- `controller-instance-lease.test.ts` (15 cases):
- a replaced container with all Railway variables empty is fenced and
settled exactly once over two passes;
  - a live lease is alive;
- an owner in grace, and work written after an idle lapse, stay alive
and watched;
  - an older epoch never fences a newer one;
- no fencing without its own lease row (off or unregistered), and an
idle prover creates its row on demand;
  - a stopped boot is gone;
  - process-group stamps stay unprovable;
- idle issues zero statements, and one upsert renews only while records
are held;
  - **a 45 s outage:** quiesced, no exit, resumes;
- **a renewal that never answers:** bounded, and the boot exits on time;
- **a 70 s outage:** exits at 60–65 s, and the successor recovers the
work exactly once;
  - fenced: stops;
  - the settle re-check;
- graceful stop; off on a volume-exclusive Railway deployment, on for a
stateless one, and the on/off override;
  - a running legacy run keeps the lease live.
- Red, with the proof's instance check removed: the replaced-container,
live, stopped and successor cases fail.
- Wider: task-drain, idle-sleep, idle-local-work, owner-proof and
ownership suites, plus the maintenance quiet-window tests. Server
low-memory typecheck is clean.

## Risks

- **Clock skew.** The proof compares a record's `updatedAt` (often the
writer's clock) with the lease (database clock). The 30 s grace absorbs
ordinary skew.
- **A new exit path exists.** A server whose database is unreachable for
more than 60 s while it holds work now exits, after first quiescing.
This is the intended safety backstop.
- **Bounded trailing activity.** A lease that holds work issues one
statement every 30 s, plus at most one check when its work settles. An
idle server issues none.
- **Boots from before this release** have no row, and their records stay
unprovable. The board "mark owner gone" action for those follows in a
separate PR.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with
tool use.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 11:06:32 -06:00
Nicky Leach 17ad23aafe fix(workspaces): back off failed terminal cleanup and retire abandoned reservations through remove (#20020) 2026-11-08 07:12:48 -08:00
DottaandClaude Opus 5.5 c966334ec3 fix(recovery): settle a run-less lease once its stamped holder is proven gone (#20026)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane recovers in-progress records after a server
restart through a shared ownership path
> - Run-less sandbox leases (login, probe, harness verification) were
released only by a five-minute idle sweep
> - That sweep releases by age: it leaves a dead holder's sandbox for
minutes and takes a live login session's sandbox
> - This pull request settles a run-less lease only when its stamped
holder is proven gone
> - The benefit is no stuck sandbox after a restart, and no live session
loses its sandbox

## Linked Issues or Issue Description

Related: #19965 (named the owner of login/probe leases), #19964 (the
run-lease settle this mirrors). No duplicate PR was found.

**What happened?**

The final Daytona chaos wave `w-20261108T083036-s9401` recorded I2
`environment_login_probe_lease` (`pid_dead`) on 2 records. These were
the codex agent's harness-verification leases. A restart killed their
holder. The leases stayed `active` until the five-minute idle sweep
released them. The same sweep releases any run-less lease after five
idle minutes, also when its holder is alive.

**Expected behavior**

A run-less lease is released as soon as its stamped holder is proven
gone. A lease whose holder is alive is never released, however long it
is idle.

**Steps to reproduce**

1. Start a Daytona wave: `node cli/node_modules/tsx/dist/cli.mjs
tests/restart-chaos/main.ts --env daytona --daytona-image <image>`
(K1/K4 faults).
2. Let a fault kill the server while an agent's harness verification
holds its sandbox lease.
3. See the reconciler report I2 `environment_login_probe_lease` until
the idle sweep releases it.

**Paperclip version or commit**

`master` at `8475826d2d`.

## What Changed

- New `settleEnvironmentLoginProbeLease`, registered on
`environment_login_probe_lease`. It runs only for a stamped holder that
is proven gone, and compares and swaps on that exact stamp.
- It moves the lease to `pending_cleanup` with the recovered-orphan
reason, so the cleanup sweep destroys the sandbox in its next tick.
- It leaves the lease alone when a legacy shutdown fence applies, or
when another live lease holds the same provider resource.
- The idle sweep for run-less leases now covers only legacy rows saved
before holders were stamped (no `leaseController` key). Stamped rows are
never released by age.
- `holderUnchanged` is now exported from the run-lease settle so both
settles share it.
- The controller stamp (`leaseController`, and every other
`ControllerProcess` stamp) now records the platform deployment when the
platform names one (Railway: project, environment, service, deployment,
volume). `controllerStamp` passes it to `proveOwnerGone`. A container
redeploy changes the PID space, and the old stamp would read
`different_process_space` (unprovable) forever. Now the existing
`deployment_replaced` proof shows the old holder gone. This also covers
`environment_run_lease_active` and the other kinds built on
`controllerStamp`.
- `currentDeploymentIdentity` in `owner-proof.ts` now delegates to
`currentControllerDeployment`, so there is one parser.
- Data doc: added the final Daytona wave, the six Daytona-only crash
points (4 pass, 2 not reached, no violations), and the cause of the
roughly 450 s codex TTFT. Runs waited behind the agent's harness
verification, which restarted after each fault; boot itself took about
32 s.
- Restart-chaos README: corrected which Daytona crash points a plain
task reaches.

## Verification

- Red, before the change:
`environment-login-probe-lease-ownership.test.ts` failed 3 of 6. No
settle happened, and the idle sweep released 3 live holders' leases.
- Green: `pnpm exec vitest run` passes for
`environment-login-probe-lease-ownership`,
`environment-run-lease-ownership` and
`heartbeat-orphaned-active-lease-sweep` (45/45), and for
`environment-lease-owner-stamps`,
`heartbeat-observed-workspace-preservation`,
`ownership-reconciliation-report`, `heartbeat/recovery` and
`workspace-recovery-warm-handoff`.
- Redeploy: a stamp from a replaced Railway deployment settles with
`deployment_replaced`. A stamp from the same deployment in another PID
space stays `active`. This was red when `controllerStamp` dropped the
deployment.
- Live-owner counter-cases: the current process, another live PID,
another PID space, and a lease re-stamped after the proof all stay
`active`. A read-only pass never settles.
- Not re-run live: the Daytona wave and crash points ran before this
fix. The next Daytona wave should show no
`environment_login_probe_lease` I2.

## Risks

- A stamped run-less lease whose live holder never releases it, because
of a bug in that process, is no longer released after five idle minutes.
It is released once that process exits. This is the intended trade:
never take a live holder's sandbox.
- On an ephemeral server without a platform deployment identity (not
Railway), a stamp from a replaced container is still unprovable. Such a
run-less lease stays `active` until the provider expires the sandbox,
and the reconciler reports it as unprovable. Before this PR, the
five-minute sweep released it by age. This is the same open gap as
unstamped legacy leases on an ephemeral server: there is no operator
action yet. It is listed as a Phase 2 follow-up.
- Legacy unstamped run-less leases keep the age fallback. These are rows
written before #19965, and no current code writes them.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with
tool use.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 06:43:45 -06:00
DottaandClaude Opus 5.5 68d5fb5a6e feat(chaos): check I6 and I8 per crash point; ready the Daytona points (#19984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The on-demand crash-point suite (#19946) kills the control plane at
named durable write boundaries and checks the plan's invariants
> - Its first full run measured I1–I4 and I7, but I5, I6 and I8 were
reported as not measured
> - #19960 (generation stamping) and #19863 (speed budgets) now record
what I6 and I8 need in the run log
> - The six Daytona-only points have not run yet, and three of them
cannot be reached by a plain task
> - This pull request checks I6 and I8 per point, names the I5 gap, and
readies the Daytona points for the coming Daytona wave
> - The benefit is that every invariant is either asserted or a named
gap, and a Daytona run explains any point it cannot reach

## Linked Issues or Issue Description

Refs #19831 (plan, Phase 5). Follows #19946 (the suite). Uses #19960
(event generations) and #19863 (speed budgets).

**Problem**
- The suite reported I5, I6 and I8 as "not measured".
- A Daytona run would report three points as `not_reached` with no
reason.
- A Daytona run without its key or image failed only after a 3-minute
boot.

**Expected behavior**
- I6 and I8 are checked at each point.
- I5 is a named gap with its reason.
- Daytona points say what they need, and a Daytona run checks its inputs
before it boots.

## What Changed

- `tests/restart-chaos/invariants.ts`: `runLogViolations` checks two
invariants from the run log, scoped to the wave's company:
- I6: a run that failed with an error that names a stale or
earlier-generation event;
- I8: each `run.performance.budget_exceeded` event, with the budget
evidence (metric, measured, p95, adapter, start kind).
Both are keyed by run or event id, so the per-point baseline diff
charges each one to the point that produced it. I5 is reported as
`notMeasured` with a reason (`I5_GAP`).
- `packages/shared/src/crash-point-registry.ts`: an optional
`prerequisite` on the three Daytona points a plain task cannot reach.
These are the teardown claim (needs a failed release), the reusable
destroy (needs a `reuse_by_environment` lease), and stop-and-retain.
- `tests/restart-chaos/crash-points.ts`:
- `--list` prints each point's `needs:`, and a `not_reached` result
names it too;
- `--env daytona` refuses to start without `DAYTONA_API_KEY` and an
image.
- Docs: the README and the plan describe the I5/I6/I8 coverage and the
Daytona points.

## Verification

- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts
tests/restart-chaos/crash-points.test.ts`: 12 passed.
- `cd packages/shared && npx vitest run src/crash-points.test.ts`: 15
passed.
- `node scripts/typecheck-test-projects.mjs tests/restart-chaos` and
`npx tsc --noEmit -p packages/shared` both pass.
- I ran `runLogViolations` against a throwaway Postgres 18 with seeded
rows, then stopped and deleted it. It returned:
  - I8 for the budget breach, with its evidence;
- I6 for the run of this company that failed on
`stale_generation_event`.
It excluded the other company's stale run, the `process_lost` run and a
non-budget event.
- `node scripts/crash-points.mjs --list --env daytona` lists 19 points,
with `needs:` on the three. `--env daytona` with no key or image fails
at once with the missing names.
- No harness run: the harness slot is held for other work. The next
suite run exercises the new checks.

## Risks

- Test harness only; no product code.
- I6 is a proxy: it matches the run's error text and code. A failure
that names a generation for another reason would be reported, with its
evidence, for a person to judge.
- I8 can flag breaches on a loaded host. Each breach carries its
measured and budget values, so a load-caused breach is visible as one.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 00:06:01 -06:00
DottaandClaude Opus 5.5 46bf913fb9 docs(plans): record the Pi steer duplicate after a restart and its follow-up (#19982)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A person can steer a running Codex or Pi turn, and since #19970 a
queued follow-up steers automatically
> - Restart recovery (#19962) delivers a steered message that the model
did not read before the restart, exactly once for Codex
> - Pi gives the run log no read evidence for a steer, so after a
restart a Pi steer that the model already read can arrive again
> - The fix needs changes to the closure-pinned Pi distribution, which
waits for the next Pi re-qualification
> - This pull request records the limit and the follow-up plan so they
are not lost
> - The benefit is that the next Pi re-qualification can include the
definitive fix

## Linked Issues or Issue Description

**What is the documentation problem?**
The Pi steering limit after a restart, and its planned fix, were only in
pull request text and session notes.

**Where?**
`doc/plans/2026-11-07-pi-steer-restart-limit.md` (new).

**What should it say?**
Codex delivers an unread steered message exactly once after a restart.
Pi can duplicate a message it already read, and never loses one. The
note also gives the reasons, the follow-up plan (option A), its costs,
and the rejected options.

Refs #19962, Refs #19970

## What Changed

- New `doc/plans/2026-11-07-pi-steer-restart-limit.md`. It covers the
limit, why Pi has no read evidence, the follow-up (forward Pi's native
user `message_start` through pi-acp, acpx, the sidecar and Rust into a
`userMessage` item), its re-qualification costs, and the rejected
options.

## Verification

- Documentation only. Read the note. The facts match
`packages/paperclip-runner/src/steering-delivery.ts`,
`patches/pi-acp@0.0.33.patch`, `pi-closure-pins.ts` and
`rules/acpx-profile-identity.mdc`.

## Risks

- None. Documentation only.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:51:57 -06:00
DottaandClaude Opus 5.5 d33b3ac263 fix(wake-queue): save temporarily refused work intents and promote them through one path (#19956)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Users send work to agents as assignments, comments and Retries. The
wake queue delivers each one as a run
> - When an admission check refused a wake for a temporary reason, the
wake often ended as a terminal skip, so the work was lost
> - Restart-chaos waves found dropped comments and Retries (RC-37,
s7532) and double delivery (RC-53). Each fix covered one hold type
> - The durable ownership plan (section E) asks for one outbox rule: a
closed set of terminal outcomes, a saved deferral for every temporary
refusal, and one promotion path
> - This pull request adds that rule. It saves messages refused by a
pause, promotes deferred intents from every hold-release event through
one function, and adds a reconciler backstop
> - The benefit is that an accepted message is delivered exactly once
after a pause lifts, and the reconciler reports any intent that is stuck
or dropped

## Linked Issues or Issue Description

Refs #19831 (plan, section E), #19838 (inventory, wake-queue rows and
section 1b), #19927 (Phase 2 data: the I4 false positive), #19702,
#19741, #19829, #19826. Builds on #19944 (section D, merged).

**What happened?**
- A user commented while the agent was paused, or while the company was
paused. Admission refused the wake. Nothing saved the message as
pending, so when the pause lifted, nothing delivered it.
- Hold-release events woke different subsets of workers. A saved intent
then waited out a 30-second refusal backoff after its hold cleared.
- The I4 reconciler check matched free text with a regular expression.
Phase 2 found a false positive: a delivered retry whose error said
"retrying once".

**Expected behavior**
An accepted work intent ends only as delivered, consumed by a later run,
task cancelled, or hard stop. Every temporary refusal saves the intent
as `deferred` with its reason and its release trigger. Every
hold-release event promotes deferred intents through one function
(invariant 4).

**Steps to reproduce**
Pause an agent. Post a user comment on its task. Resume the agent. On
`master` the comment is never delivered as a wake.

## What Changed

- New `server/src/services/work-intent-outbox.ts`:
- `WORK_INTENT_TERMINAL_OUTCOMES`: the closed set of terminal outcomes.
- `TEMPORARY_REFUSAL_TRIGGERS`: maps each temporary refusal code to its
release trigger.
- `promoteDeferredWorkIntents`: the one promotion function. It removes
the 30-second refusal backoff from the matching deferred intents. It
then wakes run dispatch, the saved-receipt worker and stranded-work
recovery, and hints each saved intent of the issue.
- `heartbeat/queue.ts`: the #19829 save-as-deferred block is now a
shared helper. A user's message refused by a paused agent, a paused
company, or a budget pause that is not a reached hard stop is saved with
`executionWait: { reason, trigger, message }`. The caller still gets a
409. The message is saved only when the task's latest run is terminal,
because the release drain promotes a saved message behind that run. A
task that never ran keeps the message in the task, and stranded-work
recovery starts the task once the pause lifts. A `pending_approval`
agent and a task-tree hold are not changed here: the release drain still
fails a promoted wake for a pending approval, and tree holds have their
own resume path.
- Hold-release events call `promoteDeferredWorkIntents`:
  - accounting settled (`run-cost-accounting.ts`);
  - environment lease released (`environments.ts`, two sites);
  - native run projected terminal (`native-run-projection.ts`);
  - budget pause lifted (`budgets.ts`);
  - company reactivated (`companies.ts`);
  - task-tree hold released (`issue-tree-control.ts`);
  - agent lifecycle ready (`agent-lifecycle-driver.ts`).
- Reconciler (`recovery/ownership-registry.ts`,
`ownership-invariant-report.ts`, `native-finalization-reconciler.ts`):
- registers three new kinds: `wake_request_deferred`, `queued_run` and
`scheduled_retry_run`;
- I4 now reads the closed refusal code (the wake `reason`) of accepted
intents, not free text;
- a new I4 check reports a deferred pause refusal whose pause has lifted
for more than 5 minutes. The worker then promotes it as a backstop;
- a lifted pause inside its 5-minute grace window returns its deadline
through `nextDueAt`, and the worker also wakes on agent-lifecycle
signals (company and agent pause changes). So a missed release event is
still checked.
- `doc/SPEC-implementation.md`: adds the rule "Accepted work intents are
delivered exactly once".

## Verification

Each focused file ran alone in one vitest process (`--maxWorkers=1`) on
embedded Postgres. Results at `2875c85fd2`:

| Question | Loop | Elapsed | Result |
|---|---|---|---|
| Is a comment refused by a pause saved, then delivered once after the
pause lifts? | `heartbeat-held-comment-wake.test.ts -t "pause lifts"` |
8 s | 2 pass. With `queue.ts` from `master`, both fail: no intent is
saved |
| Does I4 use the closed code, and does it catch a stuck deferral? |
`ownership-reconciliation-report.test.ts` | 45 s | 20 pass. This
includes the Phase 2 "retrying once" false positive and the case
"paused, then lifted" |
| No regression on the paths that changed | held-comment (15),
archived-company guard (8), undispatched execution wait (32), deferred
receipt work (45), recovery pause durability (16), native run projection
work (55), tree-control routes and services (19, 1, 7) | 8–334 s each |
All pass |

- Exactly-once: each pause test runs two promotions (a release event,
then the reconciler backstop) and many dispatch passes. It asserts one
delivery. The existing consumption tests (RC-53) still pass.
- Server package typecheck passes.
- Speed: nothing new runs before `turn.start`. The new admission work
happens only on a refusal. Promotion runs in the release transaction and
in the background reconciler.
- Not run here: chaos waves. The coordinating session schedules them on
the shared harness.

## Risks

- `promoteDeferredWorkIntents` moves `updated_at` back for deferred
intents that were refused in the last 30 seconds. A busy company with
many release events can retry refused intents more often. Each retry
re-runs normal admission, and the refusal resets the backoff.
- More release sites now wake run dispatch and stranded-work recovery.
These notifications are coalesced per company.
- Lifting a pause is now the operator's explicit authorization to send
what the pause refused, as Send is after a Stop. When the pause stopped
the task's run, the lifted pause issues the task's next explicit wake,
which adopts the saved message once. Other messages queued behind an
acknowledged Stop keep the existing rule. If Stop recovery still holds
the task, the message waits for that recovery.
- An agent pause's stop sweep keeps the messages that the pause deferred
(`preservePauseDeferred`). Terminate and cleanup stops still end them.
- The backstop check reads only pause refusals (`company.inactive`,
`agent.not_invokable`), because those holds can be checked exactly.
Other deferred kinds keep their existing promotion paths.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:43:17 -06:00
DottaandClaude Opus 5.5 051834bdc8 feat(chaos): add the on-demand crash-point suite and its manual CI workflow (#19946)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A control-plane restart between two durable writes leaves an
in-progress record owned by a dead process
> - Random restart-chaos waves found these 20 ms–1 s windows only by
luck
> - #19937 added `crashPoint(name)`, and #19938 put it at 20 durable
write boundaries
> - Nothing yet runs a task, kills the server at a chosen point,
restarts it, and checks the plan's invariants
> - This pull request adds that on-demand suite, as a local command and
as a manual CI workflow (not a required check, per Decision 2)
> - The benefit is a repeatable work list: which boundary breaks which
invariant, for Phases 2–4

## Linked Issues or Issue Description

Refs #19831 (plan, Phase 5 and Decision 2). Refs #19861 (report-only
reconciler used for I1–I7). Stacked on #19938 (call sites), which is
stacked on #19937 (helper).

**Problem**
The named crash points cannot be exercised end to end. No command arms
one point, runs real agent tasks across it, restarts, and grades the
result.

**Expected behavior**
`node scripts/crash-points.mjs --points <glob> --kinds <id> --adapters
<list>` runs one wave per selected point and reports each point as pass,
fail (with failing R rules and violated invariants), not reached, or
harness error. A `workflow_dispatch` workflow runs the same thing on
demand.

## What Changed

- **Runtime arming.** `PAPERCLIP_CRASH_POINT_CONTROL=<file>`, in the
shared helper and the runner mirror. Each hit reads `<token>
<name>[:<nth>]`, and a new token resets the count. It is test mode only:
`NODE_ENV=production` ignores it, and the disarmed path is still one
comparison.
- **`tests/restart-chaos/main.ts --crash-point
<a>:<nth>,<b>:<nth>,...`** (config, types, ledger):
  - one booted server and no Vite UI;
- per point: take an invariant baseline, launch the point's batch, arm
the point, then on rest disarm it and check invariants as violations
that are new since the baseline;
  - every task is graded R1–R6 and T;
  - `crash-point.json` (v2) holds one entry per point.
- **`tests/restart-chaos/supervisor.ts`:**
  - every spawn gets the control file;
- a SIGKILL whose receipt names the child's pid is restarted like K1:
the control file is emptied first, the owned tree is killed, and a
replacement starts. A failed tree cleanup fails the fault;
- the isolated instance pins `PAPERCLIP_IN_WORKTREE=false` (a
`.paperclip/.env` above the checkout otherwise suppressed all
scheduling);
  - `RESTART_CHAOS_HEALTH_TIMEOUT_MS`.
- **`tests/restart-chaos/invariants.ts`:**
- the Phase 1 report-only pass with `record: false`: two real-clock
passes for I1 and I2, and one pass 15 minutes ahead for I3, I4 and I7;
  - spool kinds are read from the wave's instance;
  - an unfinished pass is a harness error;
  - each violation carries its wake and run state as evidence.
- **`tests/restart-chaos/crash-points.ts` and
`scripts/crash-points.mjs`:**
- select points by glob, kind and environment, and run them in one wave;
  - a per-point outcome: pass, fail, not_reached or harness_error;
  - `SUMMARY.md` with a violation evidence column.
- **`.github/workflows/crash-points.yml`**, manual only, under the
paid-workflow contract:
  - a credential-free `authorize` job;
  - a `suite` job in `runner-e2e-paid` whose first step reauthorizes;
  - a frozen install with `--ignore-scripts` and no shared cache;
  - only the selected adapters' keys;
  - the workflow is added to both security-test allowlists.
- **Docs:** "Crash-point suite" in `tests/restart-chaos/README.md`, and
"Built (Phase 5)" plus the first work list in the plan.

## Verification

- Focused tests:
- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts
tests/restart-chaos/crash-points.test.ts`;
- `cd packages/shared && npx vitest run src/crash-points.test.ts`: 15
tests, including runtime arming in a real child process;
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`: 72
tests;
  - `tests/runner-e2e/workflow-security.test.ts`: 19 tests.
- Typecheck: `node scripts/typecheck-test-projects.mjs
tests/restart-chaos` passes.
- Loop line: question "how long is one crash-point loop?" | loop: `node
scripts/crash-points.mjs --points <one>` (codex A1) | elapsed 2.7 min
end to end: boot 9 s, crash 9 s after arming, replacement ready in 6 s,
rest about 2 min | result: one point alone takes about 3 min. Before
this change it took about 15 min (one cold boot per point, Vite UI, host
at load 77).
- Full local run, 14 points, codex A1, 11.8 min in all:
- every point was reached (the server killed itself at each one, and the
replacement came back);
  - 11 pass;
- `workspace.finalize.after_start_before_copyback` and
`workspace.finalize.after_copyback_before_done` fail I2 and R6: a
`workspace_finalize` operation stays running after the run succeeded;
- `wake.claim.after_run_running_before_wakeup_claimed` reports I4. Its
evidence shows the wake failed with "…retrying once", and the retry
delivered the work, so this is the known refusal-regex false positive.
- The 6 Daytona-only points were not run.

## Risks

- Test harness and an on-demand workflow only. No product code changes.
- `.github/**` needs a CODEOWNER review. The workflow uses provider
keys, so it refuses non-default branches and actors that are not on the
allowlist, like `runner-full-stack-e2e.yml`.
- `PAPERCLIP_IN_WORKTREE=false` is pinned in every chaos wave, not only
crash-point waves. A chaos instance is never a worktree dev instance, so
scheduling must not be suppressed.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:41:15 -06:00
Devin FoleyandPaperclip ab82ac0191 fix(workspaces): retire recovered workspace copies after a successful turn (#19979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - With remote (sandbox) execution, every turn ends by saving the whole
working folder, so the next turn can continue on any sandbox.
> - When a run is cut off mid-turn and its task continues in a new
workspace, preparation attaches the dead run's saved workspace under
`.paperclip-recovered/<operationId>`, so the agent can recover
unfinished work.
> - Nothing ever removes that attachment. Every later save archives and
uploads it again, and a new sandbox restores it again.
> - The attachment is a full workspace, `.git` included, so every save
for that task is roughly twice as big. The extra size lasts until the
task ends.
> - This pull request removes an attachment after a run that was shown
it succeeds, and keeps a retired record so it is never attached or shown
again.
> - The benefit is that affected tasks go back to normal save sizes
after their first successful turn, without changing how recovered work
reaches the agent.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Recovery attachments in remote workspaces
(`.paperclip-recovered/<operationId>`).

**Subsystem affected**
Server: remote workspace preparation and recovery attachments.

**Current behavior**
`retainRemoteRecoveryAttachments` keeps every recorded attachment on
every later preparation, and no code path removes one. On one hosted
instance, 10 active workspaces carried 18 attachments. One task's saves
went from 746 MB to 1,472 MB at a single save and stayed there. The
largest grew from 709 MB to 3.3 GB. A 3.3 GB workspace needs most of a
10 GB sandbox disk during each save. When a task moves again, the new
attachment contains the older one, so the copies nest.

**Proposed behavior**
Each live attachment records the run it was shown to. When that run has
succeeded, the next preparation removes the attachment from the sandbox,
after checking its exact provenance. It keeps a `retired` record, so:
- a sandbox restored from an older save is cleaned up too;
- the attachment is never attached or shown to an agent again.

**Reason and benefit**
A run that saw the attachment and succeeded had a full turn to use it.
Removing it then returns the task's saves to normal size and frees
sandbox disk.

**Breaking changes**
None. Records written before this change have no `presentedToRunId`.
They are stamped on their next preparation and retired after the
following successful run.

Related: none found.

## What Changed

- `remote-workspace-recovery-attachments.ts`:
- New `retiredRecoveryAttachments`. It returns attachments already
retired, and attachments shown to a different run that has since
succeeded.
- `retainRemoteRecoveryAttachments` removes those attachments from the
sandbox and keeps a `retired: true` record for each.
- `attachPreservedRemoteWorkspaceSnapshots` skips retired operation IDs.
- `workspace-recovery-snapshot.ts`: `attachPreservedWorkspaceSnapshots`
also skips retired operation IDs.
- `remote-workspace-transport.ts`: new `removeRemoteRecoveryAttachment`.
- It reuses the attachment probe's checks: a real directory under the
workspace root, and an exact `provenance.json`.
  - It makes read-only directories writable before removing them.
  - It removes `.paperclip-recovered` once it is empty.
- Anything else at that path fails the preparation instead of being
deleted.
- `remote-workspaces.ts`: computes the retired set before attaching. It
writes `presentedToRunId` on each live record, and keeps retired records
unchanged.
- `heartbeat/workspace-preparation.ts`: never shows retired records to
an agent.
- `doc/execution-semantics.md`: describes retirement.

## Verification

- `pnpm --filter @paperclipai/server typecheck`: exit 0.
- New tests:
- `remote-workspace-transport.test.ts`: removal against real sandbox
commands. It removes an attachment with exact provenance, including a
read-only directory, and leaves sibling attachments. It refuses a
foreign proof or a symlinked directory without deleting anything. It
reports a missing attachment, and removes the empty parent folder.
- `workspace-recovery-preparation.test.ts`, new `retired_followup` case.
The run shown the attachment succeeds. The next preparation, on a fresh
sandbox restored from that run's save, removes the attachment and
records it as retired. A later preparation after a failed run still
neither attaches nor shows it.
- `ordinary_followup` (the agent deleted the attachment itself) now also
ends with a retired record instead of an empty list.
- A retired operation ID is not attached again, even to an empty
destination.
- 13 recovery and remote-workspace suites: 836 passed. With the source
change reverted, the 3 new or changed preparation cases and the 5 new
transport cases fail.

## Risks

- **An agent can lose access to recovered work after one successful
turn.** That happens if a successful run never looked at the attachment.
The source run's saved snapshot in storage is not touched, so an
operator can still recover it.
- **Retired records stay in workspace metadata.** There is one small
record per attachment, and each later preparation sends one sandbox
probe per record.
- **Nested attachments are unchanged.** If no turn succeeds between two
moves, the newer attachment still contains the older one. That older
copy may hold work nobody has recovered yet, so this change does not
drop it.
- Low risk overall: the change is limited to remote workspace
preparation and is fail-closed on provenance.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits, test runs, read-only database queries). AI-assisted
investigation, change and tests, with human direction.

## 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>
2026-11-07 21:32:03 -08:00
DottaandClaude Opus 5.5 f6cb3e43f4 fix(admission): admit new work independent of other runs' cleanup and accounting (#19944)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Budget admission decides if new agent work can start in a company
> - Five admission gates waited on the cleanup or accounting of other
runs
> - The restart-chaos campaign found that these gates froze companies
for up to 10 minutes, caused false budget pauses, denied in-run writes,
and dropped wakes, comments and Retries
> - The durable ownership plan (Decision 1) removes the company-wide
accounting gate. It does not narrow it again
> - This pull request removes the five gates. Unfinished accounting now
adds its bounded estimate to exposure
> - The benefit is that one run's unsettled accounting never stops the
other work in its company

## Linked Issues or Issue Description

Refs #19831 (plan, section D), #19838 (inventory, finding 3), #19927
(Phase 2 reconciler data), #19497, #19724, #19826.

**What happened?**
Admission refused new work in these cases, with no reached hard stop and
no pause:
- a terminal run awaited accounting (`waitingRunCount`);
- a native run recovered its accounting (`recoveringRunCount`);
- a budget-owned scope hold awaited reconciliation, after the hard stop
no longer applied;
- a budget input was older than 15 s (`budget_evaluation_work`);
- the predecessor run row of a task was missing (`hasPendingRunCleanup`
failed closed).

**Expected behavior**
Admission never waits on the cleanup or accounting of another run. Only
a reached hard stop, an explicit pause or an inactive company refuses
new work (invariant 3).

**Steps to reproduce**
Make a company with an active budget policy. Leave one failed run with
`cost_accounting_pending = true`. Request work for another agent. On
`master` admission refuses with "Company cannot start work while
completed runs await accounting."

## What Changed

- `budgets.ts`: admission refuses only for a reached hard stop or an
explicit pause. The code removes `observedBlocks`, the
`recoveringRunCount` check, the stale `budgetHeld` refusal and the 15 s
input-age gate. It also removes the unused
`inspectInvocationEligibility`. `reconcileScope` no longer returns
accounting holds.
- `budget-exposure.ts`: removes the `waiting` and `recovering`
aggregates and the own-task subquery. The admission query is smaller.
Unfinished accounting stays exposure: the larger of the held reservation
and the observed cost.
- `budget-evaluation-work.ts`: removes `oldestBudgetInputAt`, which
nothing reads now.
- `execution-blocker.ts`: `hasPendingRunCleanup` returns false for a
missing run row. A run row that is deleted removes its finalization
coordinator and nulls its lease references, so the row owns nothing. A
predecessor that owns a lease or a coordinator still holds the successor
of its own task.
- `recovery/ownership-invariant-report.ts`: the I3 check no longer
mirrors the removed gate. It reports a wake request or a run that was
refused with an accounting-hold reason. Any such report is a regression.
- `doc/SPEC-implementation.md`: adds the product rule "Admission is
independent of cleanup and accounting". `doc/execution-semantics.md` is
aligned.

## Verification

- New `server/src/__tests__/admission-independent-of-cleanup.test.ts`,
on embedded Postgres. It has one case per gate. All six cases fail on
`master` and pass here. A seventh case (an explicit pause still refuses)
passes on both. One case also asserts invariant 3 together with
exposure: two failed runs that each hold a 400-cent reservation fill a
1000-cent budget, and a hard stop still refuses.
- Existing tests that asserted the old gates now assert admission
(invariants 3 and 4): `closed-native-receipt-accounting`,
`budgets-service`, `budget-evaluation-work`,
`heartbeat-held-comment-wake`, `ownership-reconciliation-report`. In
`heartbeat-held-comment-wake`, each saved comment, Retry, assignment and
continuation is delivered exactly once while another run's accounting is
pending. Settling accounting later does not deliver it again.
- All six files pass locally, one file per process. The server package
typecheck passes.
- Speed: admission is on the turn path. This change only removes work
from it: two correlated aggregates, one own-task subquery and one
`budget_evaluation_work` read per policy. No wait or I/O is added before
`turn.start`.
- Not run here: the chaos waves (K13 storm, K6 crash loop, K4 long
holds). The coordinating session schedules them on the shared harness.

## Risks

- Behavior change: work starts while accounting for other runs settles.
Spend stays bounded by the reservation capacity check and the hard stop,
which read the ledger plus observed cost. A run that has no reservation
and no observed cost adds zero exposure until its charge commits. This
is the gap that Decision 1 accepts. Budget enforcement was already best
effort (SPEC 11.6).
- A budget-owned pause with no reached hard stop no longer refuses work
in budget admission. The paused company or agent is still refused by the
existing pause checks until the budget worker lifts the pause.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 21:46:39 -06:00
DottaandClaude Opus 5.5 a4a3e342ec fix(recovery): charge a restart attempt only when the provider accepted a turn and made no progress (#19948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A run has an execution recovery budget: three provider attempts for
native runs, and two failure retries for legacy runs
> - In the restart chaos campaign, control-plane restarts used up that
budget for runs that were healthy (RC-22, 22b, 22c, 40 and 60)
> - #19720 and #19747 fixed two variants with watermark heuristics, and
legacy interrupted preparation still spent the failure budget
> - The durable-ownership plan (section F, invariant 5) asks for one
rule: charge an attempt only when a recorded outcome proves that
provider work started and no progress followed
> - This pull request adds that rule and moves the native restart charge
and the legacy preparation retry onto it
> - The benefit is that a restart never spends budget for work the
provider never started, while real failure loops and crash loops stay
bounded

## Linked Issues or Issue Description

Refs #19720, #19747, #19856

**What happened?**
A control-plane restart charges a provider attempt by heuristics. The
first crash restart always charges. A later restart charges unless the
previous resume had no start evidence (#19747) or completed work
(#19720). A runner that spawned but whose provider never accepted a turn
counted as started, so a K6 crash loop could still spend the budget.
Legacy runs whose preparation a restart interrupted
(`providerWorkStarted: false`) spent `failureRetries`, the same counter
as real failures (`execution-recovery-attempt.ts`).

**Expected behavior**
An attempt is charged only when the provider accepted a turn
(`turn.accepted` or `turn.started`) and no accepted turn then completed
work. A startup before spawn, a runner that spawned but was never
admitted, and a `turn.start` the provider did not accept are not
charged. The generation-12 cap still bounds uncharged restarts.

**Steps to reproduce**
Start a native run at its last attempt. Kill the controller after the
runner spawns but before the provider accepts a turn. Before this
change, the next restart claim blocks the run with
`execution_recovery_budget_exhausted`.

## What Changed

- New `server/src/services/native-runtime/provider-attempt-outcome.ts`:
the one rule. `readProviderAttemptOutcome()` returns
`provider_not_started`, `provider_started_without_progress` or
`provider_progressed` from run events. `providerAttemptChargesBudget()`
charges only the second. `providerAttemptWindowStart()` starts the
attempt window at the latest `native.process_start_requested`, so
earlier work never counts for a later attempt.
`PROVIDER_ATTEMPT_CREDIT_GENERATION_LIMIT` (12) is the shared cap.
- `restartResumeKeepsAttempt()` (`native-restart-recovery.ts`) now
applies that rule to the attempt the restart interrupted, including the
first restart. It keeps the unstarted-resume carry from #19747, the
reattachment rule (an adopted provider counts as started), the drain
exemption from #19625, and the generation-12 cap. A history entry from
an older release without a recorded position still charges.
- Legacy runs: `interrupted_preparation` is now an uncharged retry lane
(`execution-recovery-attempt.ts`). It keeps its own counter, bounded at
the same cap (12), and never changes `failureRetries`. `retries.ts` uses
the longest transient delay after the second lane attempt.
- `doc/execution-semantics.md` states the rule.
- Accounting has its own "provider work started" readers (inventory
Summary finding 5). Phase 3 owns those; this PR exposes the rule for
them to adopt and does not change them.

## Verification

- `native-runner-restart-recovery.integration.test.ts` (embedded
Postgres, real `claimNativeRestartRecoveries`): 129 passed. New cases,
red on master:
- not charged at the last attempt for a claimed remote bootstrap, a
remote bootstrap retry, and a claimed unlaunched remote run;
- not charged when the runner spawned but was never admitted, and when
the provider did not accept `turn.start`;
- not charged on the first restart when the original attempt already
made progress;
- a normal retry that spawned but was never admitted is not charged, and
earlier work still does not count for it.
- Counter-cases, green on master and with the change: an accepted
`turn.accepted` or `turn.started` with no progress is charged; the
generation cap blocks at the last attempt; crash loops with and without
progress stay bounded; the #19720 and #19747 cases still pass.
- `execution-recovery-attempt.test.ts`: new lane tests (red on master).
- `workspace-recovery-preparation-dispatch.test.ts` (25 passed),
`heartbeat-process-recovery.test.ts` (interrupted-run cases),
`run-dispatch/adapters/postgres.test.ts` (interrupted cases).
- `server` typecheck (`scripts/typecheck-layers.mjs`, low-memory mode):
no errors.
- Not run: chaos waves (the coordinator schedules them on this host),
and the full server suite (CI covers it).

## Risks

- Behavior change: the first crash restart no longer charges when no
accepted turn is recorded. If a crash lands before the controller
projects the provider's `turn.accepted`, that attempt is not charged.
This fails toward more retries, and the generation-12 cap bounds it.
- A legacy preparation crash loop now gets up to 12 retries instead of
2. Each retry still passes the normal issue gates and keeps the
transient delay.
- The new queries use the `(run_id, seq)` index, once per restart claim.
Nothing new runs before `turn.start`.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, test execution). Extended reasoning
enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 21:20:05 -06:00
DottaandClaude Opus 5.5 b4842df1e4 docs(plans): Phase 2 Daytona wave results (#19947)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Phase 2 of the durable-ownership plan moves in-progress record kinds
to one shared ownership path, guided by chaos data.
> - The first data doc (#19927) covered local waves only. Remote
runners, leases and sandboxes need a Daytona wave.
> - This pull request adds the results of one Daytona wave to the data
doc.
> - The benefit is that Phase 2 and Phase 3 prioritize remote kinds from
measured data.

## Linked Issues or Issue Description

Refs #19927 (data doc), #19934 (claimed-wake settle), #19863 (speed
budgets).

**What is the problem?**
The Phase 2 data doc had no remote data.

**Where is it documented?**
`doc/plans/2026-11-07-phase2-reconciler-data.md`.

**What should change?**
Add the Daytona wave's per-kind violations, settle latency, failures and
speed numbers.

## What Changed

- Added a "Daytona wave" section: 6 tasks with K1, K2 and two K4 outages
of about 575 s. 5 of 6 passed, and R6 was clean.
- Recorded the t03 failure: a Retry was cancelled by the company-wide
accounting gate (Phase 3 scope).
- Recorded the claimed-wake leak again (#19934 fixes it) and remote
settle times of 76–107 s.
- Corrected the earlier note about the image content-ID mismatch.

## Verification

- Wave `w-20261108T012041-s9301`; the numbers come from a copy of the
kept database and the read-only ownership sampler.
- This is a docs-only change.

## Risks

- Low. Docs only. The samples are small and the doc says so.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:37:38 -06:00
DottaandClaude Opus 5.5 f35eb1e5ef fix(observability): judge the TTFT budget from run creation; report the wait behind a live turn (#19941)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Invariant 8 of the durable-ownership plan says turns must start
fast. #19863 added per-run speed budgets that write
`run.performance.budget_exceeded` to the run log.
> - The Phase 2 chaos data (#19927) showed follow-up TTFT about 3x over
the claude budget.
> - The cause is measurement scope. A follow-up comment posted during a
live turn waits for that turn to end, and TTFT is anchored at the
comment. The budgets came from idle follow-ups.
> - This pull request judges the TTFT budget from run creation and
reports the wait separately.
> - The benefit is that budget breaches point at real start-up slowness,
not at time spent behind a turn the user is already watching.

## Linked Issues or Issue Description

Refs #19863 (speed budgets), #19927 (Phase 2 data), #19852 (startup
sub-spans), #19888 (warm default).

**What happened?**
In two local storm waves, C1 follow-up runs breached the claude warm
TTFT budget (p50 27.6–29.9 s against 9.5 s). Their spans show
`comment.to_run_created` at 6–62 s (waiting for the live turn), then
session resume at 1.4–3.8 s and submit-to-first-event at 2–5 s. Codex
without the wait was about 4.8 s, the same as the warm-follow-up
baseline.

**What did you expect?**
The budget should judge start-up latency, which is what its baseline
measured. The wait behind a live turn should be visible but not judged.

**Steps to reproduce**
1. Run a local chaos storm with C1 tasks.
2. Read `run.performance.budget_exceeded` rows with metric `ttft` for
`issue_commented` runs, and compare them with each run's
`comment.to_run_created` span.

## What Changed

- `native-run-trace.ts`: the TTFT budget check measures from run
creation (start of `heartbeat.queue`, or end of the ingress span). The
TTFT span itself does not change.
- `native-speed-budgets.ts`: breaches can carry `inputWaitMs` (TTFT
only).
- `tests/restart-chaos/ttft-baseline-stats.ts` and `ttft-baseline.ts`:
the wait behind a live turn is its own measured step (`inputWait`), next
to the full TTFT and the TTFT from run creation. The TTFT table gains a
"Wait behind live turn" column. The full comment-to-first-token time
stays the user-visible metric.
- `doc/run-log-events.md` and the plan's speed-budget section describe
the rule.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-speed-budgets.test.ts
src/services/native-runtime/native-run-trace.test.ts`: 43 pass, 2 new.
`pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts
tests/restart-chaos/ttft-baseline-stats.test.ts`: 12 pass, 1 new. They
cover a follow-up under budget after a 60 s wait (no breach), a
follow-up over budget (breach with `inputWaitMs`), and queueing after
run creation still judged.
- Server typecheck passes.

## Risks

- Low. This is a run-log-only change (AGENTS.md §5.7): no Telemetry and
no span attributes change.
- A slow wait before run creation is no longer a TTFT budget breach. The
TTFT span still records it, and the breach payload names it. Admission
holds after run creation are still judged.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:27:41 -06:00
DottaandClaude Opus 5.5 17b9e10252 docs(plans): Phase 2 reconciler data; let chaos K4 holds reach 600 s (#19927)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Control-plane restarts leave in-progress records that each subsystem
releases in its own way. The durable-ownership plan replaces those paths
with one shared path.
> - Phase 1 added a report-only reconciler. Its light local waves showed
zero violations, and that proves little.
> - Phase 2 moves kinds to the shared path. It needs data that shows
which kinds really leak, and the speed numbers to protect.
> - This pull request records that data from harsher waves. It also
fixes the harness so that K4 outages past the reconnect grace qualify.
> - The benefit is that Phase 2 moves kinds in order of measured risk,
against a known speed baseline.

## Linked Issues or Issue Description

Refs #19831 (durable-ownership plan), #19861 (report-only reconciler),
#19863 (speed budgets), #19797 (K4 hold cap).

**What is the problem?**
Phase 2 needs per-kind invariant data and speed data from harsh restart
waves. Only light local waves existed. In addition, a K4 hold over about
405 s always failed its fault receipt, so the 600 s cap from #19797
could not be used.

**Where is it documented?**
`doc/plans/2026-11-07-durable-ownership-and-reconciliation.md` (Phase 2
rows) and `tests/restart-chaos/README.md`.

**What should change?**
Record the data in a dated plan doc. Let chaos K4 holds run up to 600 s
and still qualify.

## What Changed

- Added `doc/plans/2026-11-07-phase2-reconciler-data.md`. It covers 5
unmasked local waves (two storms, a crash loop, two K4 runs). It gives
per-kind violation counts with example rows, owner verdicts, TTFT, boot
and restart recovery against the budgets, Phase 3 gate notes, and what
is not covered (Daytona).
- Added a short pointer to that doc in the durable-ownership plan.
- `tests/restart-chaos`: new flag `--k4-hold-max-seconds` (120–600). It
raises the upper end of the seeded K4 hold. The default range (120–300
s) does not change.
- `tests/runner-e2e/controller-outage.ts`: the receipt's ready bound is
now a parameter (`CONTROLLER_READY_BY_MS`, default 420 s). Runner suites
keep 420 s. The chaos supervisor passes hold + 420 s, so a hold past the
Runner's reconnect grace qualifies.

## Verification

- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts`:
12 files, 135 tests pass, including the new flag test.
- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
tests/runner-e2e/controller-outage.test.ts`: 36 pass, including the new
long-hold receipt test.
- `node scripts/typecheck-test-projects.mjs tests/restart-chaos` and
`tests/runner-e2e`: pass.
- Live: the K4 wave at seed 9203 failed 3 of 6 tasks with the old bound
(fault error "did not produce a qualifying replacement receipt"). It
passed 6 of 6 with this fix, with holds of 294–579 s.

## Risks

- Low risk. The changes are test harness code and docs only. The runner
suites keep the 420 s ready bound by default.
- The data is local only. The doc says which kinds the waves do not
reach.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use (shell, file edits). The model ran the chaos waves and wrote
the analysis and code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 19:55:02 -06:00
DottaandClaude Opus 5.5 7fd98682ca fix(workspaces): give every subtask its own execution workspace (#19860)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents split work into child tasks, and each task runs in an
execution workspace (a checkout, branch, or sandbox folder)
> - Since early 2026, a new child task used its parent's realized
workspace by default: the same checkout, branch and sandbox
> - A parent and its child often run at the same time. Two writers in
one folder lose each other's files, the waking parent is cancelled with
`workspace_busy`, and sandbox lease ownership crosses from the parent
into the child, so retained-file recovery refuses the workspace as
ambiguous
> - The product rule is simple: a subtask gets its own workspace,
independent of the parent's saved files. Paperclip never needs to carry
a parent's unmerged changes into a child
> - This pull request makes that the only behaviour on every creation
path, and moves existing shared children to their own workspace on their
next run, with no user or admin action
> - The benefit is that parents and children never block or overwrite
each other, and recovery ownership stays with one task

## Linked Issues or Issue Description

**What happened?**
A child task inherited its parent's realized execution workspace by
default (`createChild` defaulted to `executionWorkspaceInheritanceMode:
"linkage"`, and `issueService.create` fell back from
`inheritExecutionWorkspaceFromIssueId` to `parentId`). When the parent
woke while the child wrote to the shared workspace, the parent run was
cancelled with `workspace_busy`. In sandbox environments, the lease
ownership chain crossed from the parent into the child, and
retained-file recovery refused the workspace with
`allocation_ownership_ambiguous`.

**Expected behavior**
Every new child task gets its own execution workspace, realized from the
project base exactly as a top-level task in that project. It never uses
the parent's checkout, branch, saved snapshot or unmerged changes. A
parent and its descendant never share a workspace by any route.

**Steps to reproduce**
1. Run a parent task in a project with isolated (git worktree) or
sandbox workspaces, so the parent has a realized execution workspace.
2. From the parent run, create a child task with only `parentId` (or
through the runner `create_task` tool, chat suggestions, decision
effects, plugins, or the New sub-task dialog).
3. See that the child's `executionWorkspaceId` is the parent's, with
`executionWorkspacePreference: "reuse_existing"`.
4. Wake the parent while the child runs in a sandbox environment. The
parent run is cancelled with `workspace_busy`.

**Additional context**
Refs #9233 (the existing `strategy_only` opt-out).
The opt-out `executionWorkspaceInheritanceMode: "strategy_only"` already
existed for accepted-plan decomposition. This change makes that
behaviour (tightened to drop a pinned existing branch) the only
behaviour.

## What Changed

- **One rule for every creation path
(`server/src/services/issues.ts`).** `issueService.create` still uses
the parent (or `inheritExecutionWorkspaceFromIssueId`) as a source for
the project, project workspace and workspace *strategy*, but it never
copies the source's `executionWorkspaceId`, `reuse_existing` preference,
or pinned existing branch. All server paths that create a task go
through `create()`/`createChild()`: issue routes (`POST /issues`, `POST
/issues/:id/children`, the run-bound default parent and run workspace
source), runner `create_task`, chat suggestion acceptance, native status
decisions, accepted-plan decomposition, decision effects, plugins
(`ctx.issues.create`), external agents, watchdog follow-ups, monitor
recovery issues, case handoffs and email channels.
- **Explicit ancestor workspaces are dropped.** If a create names an
`executionWorkspaceId` (or an `existing` workspace selection) that an
ancestor of the new task created or is bound to, `create()` drops it and
keeps only the strategy. Older clients and skills that copied the
parent's id keep working and get an independent workspace.
- **`createChild` no longer has a "linkage" mode.**
`executionWorkspaceInheritanceMode` is still accepted from internal
callers and is ignored.
- **`inheritExecutionWorkspaceFromIssueId` decision.** I kept the field
for API compatibility, but it now copies only the source issue's project
and workspace strategy. I removed its workspace-sharing behaviour for
every pair, not only parent/child: the source task and its follow-up can
run at the same time (the runner, watchdog and status-decision callers
all create the follow-up while the source run is live), so sharing would
again let two tasks write one folder. Explicit sharing between unrelated
tasks stays available through an explicit `existing` workspace
selection.
- **New `server/src/services/task-workspace-lineage.ts`.**
`buildIndependentTaskWorkspaceSettings` (strategy only: mode,
environment, runtime, network egress, shared-workspace concurrency, base
ref, branch template, commands; no `reuse_existing`, no
`operator_branch`, no `existingBranch`), `loadTaskLineageIssueIds` (the
parent chain plus, for a task that depth placement put beside its
requester, the requester's chain via `privacyParentIssueId`) and
`isAncestorExecutionWorkspace` (the workspace's `sourceIssueId` is in
that lineage, or a lineage issue is bound to it). A child in another
project does not take the parent's strategy.
- **Upgrade-safe rebind at admission.**
`executionWorkspaceService.releaseAncestorWorkspaceBindingAtAdmission`
runs at the same admission point as the pending workspace selection
(`heartbeat.ts`). For a child (or a flattened task beside its requester)
that an older release bound to an ancestor's workspace, it clears the
child's binding (keeps the project workspace and strategy, bumps the
binding revision) so the run realizes the child's own workspace. It does
nothing while another run of the child is running, while the child's
earlier run still owns workspace finalization or recovery, for native
restart/lease-owner recovery, for a process-loss retry, or for a Retry
that keeps the current workspace. The parent and its workspace are never
changed.
- **Projects without a project workspace (per-task repository
acquisition).** A parent with no project workspace worked in its own
task files, so its settings (for example `isolated_workspace`) do not
describe the project base. A child of such a parent, and an older child
released from one, takes the project's defaults exactly like a top-level
task, instead of an isolated mode that would resolve to a git worktree
with no git base ("needs a project / project workspace"). When the
child's new workspace is created at admission,
`executionWorkspaceRepositoryService.prepareForAdmission` repeats the
parent's (or requester's) repository requests as the child's own pending
requests (identity, URL, catalog id and requested ref only; no pinned
commit, branch or files). The normal acquisition path then clones a
fresh copy into the child's task files with the child's own access
checks. This runs only for a workspace created by that admission, so
existing tasks never gain repositories.
- **UI.** The New sub-task dialog no longer pre-selects the parent's
workspace. `buildSubIssueDefaults` drops `executionWorkspaceId` and
`reuse_existing`, and derives the parent's independent mode
(`shared_workspace`, `isolated_workspace` or `agent_default`) from its
preference, saved settings or current workspace. The "This sub-task will
no longer use the parent task workspace" warning is removed.
- **Contracts and docs.** Shared validator and plugin SDK comments
describe the new meaning of `inheritExecutionWorkspaceFromIssueId`.
Updated `doc/execution-semantics.md` (new rule in §6 and a wording fix
in the retained-sandbox paragraph), `doc/SPEC-implementation.md` (child
workspace rule, requester keeps *strategy* inheritance, watchdog
follow-ups), `doc/SPEC.md` (task workspace ownership),
`docs/specs/external-task-protocol.md`, `skills/paperclip/SKILL.md`
(step 9 and the workspace bullet),
`skills/paperclip/references/issue-workspaces.md`, the CEO onboarding
`HEARTBEAT.md`, and the plugin SDK README.

### Previous-release story (`rules/upgrade-safe-run-state.mdc`)

- **Migrated on next admission.** A child that the previous release
bound to its parent's (or any ancestor's) execution workspace keeps that
binding until its next normal admission. Then the server clears the
binding and the run realizes the child's own workspace from the project
base. No schema migration is needed. No user or admin action is needed.
- **In-flight writers finish first.** A running child is not
interrupted. Its current run, its native restart recovery (admitted
native input or lease owner), a process-loss retry, and a Retry that
keeps the current workspace all finish in the shared workspace. While a
child's earlier run is still running or its workspace finalization or
recovery is unsettled, the binding stays and a later admission releases
it.
- **No files are dropped.** The release changes only the child's binding
row. The parent keeps its binding, and the shared workspace row, folder,
branch and saved snapshots are not touched. Anything the child left
there stays in the parent's workspace.
- **No new refusal codes.** Saved run identity (native execution input,
leases, checkpoints) is not changed or refused; the rebind only affects
new admissions.

## Verification

- New `server/src/__tests__/subtask-workspace-independence.test.ts`
(embedded Postgres): `create` with `parentId`, `createChild` with no
mode / `"linkage"` / `"strategy_only"`,
`inheritExecutionWorkspaceFromIssueId` pointing at the parent, explicit
parent and grandparent `executionWorkspaceId`, a non-child follow-up,
and unchanged top-level defaults and explicit top-level reuse. 7
creation cases fail on `master` and pass with this change. Admission
cases: an old-release child is rebound while its parent is running and
the parent keeps its workspace; a running child is not rebound (deploy
lands mid-run); an unrelated explicit share is kept; the parent is never
rebound.
- New heartbeat case in
`server/src/__tests__/heartbeat-workspace-busy.test.ts`: an old-release
child bound to its running parent's workspace in a sandbox environment
runs to `succeeded` with no `workspace_busy`, gets a new workspace, and
the parent run and binding stay unchanged. It fails on `master` (the
child waits with `workspace_busy`).
- Updated tests that asserted the old inheritance in
`issues-service.test.ts`, `task-workspace-binding.test.ts`,
`chat-project-tools.test.ts`, `task-workspace-child-trust.test.ts`,
`heartbeat-git-restore-point-resume.test.ts` (a child bound to a closed
parent's expired workspace now starts from the project base and leaves
the parent's restore point alone), and
`ui/src/lib/subIssueDefaults.test.ts`. Remote-workspace reservation,
continuation and writer-wait suites now seed the older-release shared
shape directly (or an unrelated explicit share), so those safety paths
stay covered.
- `npx vitest run` on the changed suites and about 45 related server
suites (heartbeat workspace, recovery admission, issue routes, routines,
plugins), `ui` `subIssueDefaults` and `NewIssueDialog` tests, `pnpm
check:token-gates`, `pnpm -r typecheck`.

- New
`server/src/__tests__/heartbeat-subtask-acquired-repository.test.ts`: a
project with no project workspace, a parent whose task files hold an
acquired repository with an unmerged change, and a child (new, and the
older-release shape bound to the parent's workspace) that runs to
`succeeded` in its own task files with a fresh clone at the project base
and its own ready repository receipt. The parent's checkout keeps its
change. Both cases fail on the previous head with "needs a project /
project workspace".

## Risks

- **Project-level configuration still applies to children exactly as to
top-level tasks.** In a project configured for `shared_workspace`, every
task (top-level or child) uses the project's one folder under the
existing shared-workspace concurrency policy. A branch that the project
itself pins applies to every task in the project. This PR removes only
the parent-to-child carry-over of the realized workspace; it does not
change those project defaults.
- **Standalone follow-ups that an older release bound through
`inheritExecutionWorkspaceFromIssueId`** are migrated only when the
source is in their recorded lineage (parent or privacy parent). Others
keep their explicit share and the existing writer-wait serialization.

- **Behaviour change for agents that relied on a shared checkout.** A
child or follow-up no longer sees the parent's unpushed or uncommitted
changes. Agents must push or merge code they want a subtask to build on.
The skill and onboarding text now say this.
- **Explicit ancestor workspace ids are silently dropped** instead of
rejected, so older clients do not break. The task gets an independent
workspace.
- **First run of a migrated child starts from the project base.** If an
older child had uncommitted work in the parent's workspace, that work
stays in the parent's workspace and is not copied into the child's new
workspace.
- **Admission adds one indexed read** for tasks with a parent and a
bound workspace; the locking transaction and ancestor query run only
when the bound workspace was created by another issue.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 18:34:09 -06:00
DottaandClaude Opus 5.5 5f1b1bb81d fix(recovery): continue from the last save when a retained source cannot be verified (#19867)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When a native run cannot save its files, a retained-file recovery
hold blocks the task until the worker saves them from the retained
sandbox.
> - The worker verifies the recorded source strictly. This includes the
reusable-lease chain of the sandbox.
> - A reusable sandbox chain can cross from a parent task into a child
task. The check then refuses the source with
`allocation_ownership_ambiguous` on every attempt.
> - Retry repeats the same refusal. The task stays blocked by three
gates: the saved-work wait, the repair flag and the remote writer hold.
The only text left tells a person to inspect the run and its
environment.
> - The source check must stay strict. Recovery must still work without
a person.
> - This pull request adds an automatic fallback: the task continues
from its last committed workspace save, the unverified files are
attached to the task but never applied, and the unverified workspace
epoch is abandoned so its root is never reused.
> - The benefit is that tasks with an unverifiable retained source
continue by themselves, with no lost saved work and no admin action.

## Linked Issues or Issue Description

Refs #19840 (removes the "inspect the run and its environment" text and
keeps Retry; this change removes the need for that Retry).

**What happened?**

A child task ran in a reusable sandbox that it inherited from its parent
task. The run saved a checkpoint, wrote more files, and then failed to
save them. Retained-file recovery refused the source with
`allocation_ownership_ambiguous`, because the lease history of the
sandbox crosses into the parent task. The hold was exhausted after one
attempt. Retry made a new generation that failed the same way. The task
stayed blocked with `saved_work_recovery_failed`,
`workspaceRepairRequired: true`, and the failed run still the dirty
writer of the workspace. A second task had a stale exhausted hold for a
run whose files a sibling recovery action had already saved. That hold
also kept the task from continuing.

**Expected behavior**

Recovery works without a person. When the source cannot be verified, the
task continues from its last saved version. The unverified files are not
applied, but they stay available. A stale hold whose files were already
saved settles as recovered.

**Steps to reproduce**

1. Use a native run with a remote workspace whose reusable sandbox lease
history includes a lease of another task.
2. Let the run save a checkpoint, write more files, and fail its final
save.
3. Let retained-file recovery run, or press Retry.
4. Before this change, the hold is exhausted with
`allocation_ownership_ambiguous` and the task stays blocked.

**Paperclip version or commit**

Observed on deployed builds that include `630411af53`. Holds saved by
the Nov 3–6 releases have this shape.

## What Changed

- New `server/src/services/workspace-recovery-fallback.ts`:
- `continueFromLastSavedWorkspace` runs when a hold is exhausted by a
permanent source refusal: `allocation_ownership_ambiguous`,
`source_binding_invalid`, `source_unavailable` or
`historical_source_missing` with retry class `service_required` or
`use_alternative_strategy`. It applies only to remote workspace sources
in the `prepared` state.
- Quarantine (secrets omitted under the workspace file policy: `.env`,
keys, repository metadata, dependency directories): if the retained root
is readable, the worker copies it with the existing read-only capture
(no write to the sandbox), converts it to a `.tar`, stores it, and
attaches it to the task as `unverified-files-run-<runId>.tar`. A
`workspace_recovery_quarantine` operation records it as `verified:
false, applied: false`. If the root is not readable, the worker records
a closed reason label.
- Stop proof: every allocation of the source run must carry a provider
stop receipt. A missing receipt is obtained through the same stop-only
cleanup as normal recovery (`prepareSandboxStopAndRetain` /
`prepareHistoricalSandboxStopVerification`,
`retryPendingSandboxTeardown`, `settleStopOnlyCleanup`). A sandbox that
another lease holds (`active` / `pending_cleanup`) is never read or
stopped from here; the hold waits.
- One transaction (lock order: task, coordinator, run, recovery action,
workspace) re-checks all facts including the stop receipts, abandons the
epoch, resolves the hold with the named outcome
`retained_source_unverifiable_continued_from_last_saved`, records an
`executionReconciliation` decision with `retainedSourceFallback`, and
denies native replacement. A Blocked task belongs to the hold only while
the hold's own `workspaceFinalizationBlock` receipt still owns that
status version, or, for receipt-less holds saved by older releases,
while the block was set by the run's terminal failure (within its
finalization window) and no status decision followed. Only then is the
task restored to `todo` and a continuation scheduled; a newer block is
kept and no continuation starts. The decision carries machine
`workspaceRepairEvidence`, which the reconciled admission requires for
runs with a restore failure.
- Continuation: with no waiting user input, the hold uses
`continuationDelivery: "pending"`, so the existing reconciled delivery
starts one continuation. Waiting user input continues the task itself
(`not_requested`), so there is never a second continuation.
- Agent note: the decision's `outcomeEvidence` (part of the
continuation's recovery outcomes) says that the run's unsaved changes
could not be verified and were not applied, where the attached copy is,
that the agent should check what to redo, and that completed external
actions must not be repeated.
- `settleSiblingRecoveredHold`: an exhausted hold whose run has a
verified repair receipt from a different recovery action settles as
recovered. It runs for every exhausted hold, including adoptable native
sources. A sibling marked recovered whose receipt no longer verifies
records a permanent deferral, so discovery does not reselect it.
- Deferral: when the fallback cannot settle yet, the hold records
`retainedSourceFallbackCheck` (reason, generation, count). Transient
reasons (live writer, running operation, missing stop, sandbox in use,
pending status effect, lock busy, storage failure) are checked again
after 5 minutes, at most 12 times. Permanent reasons (uncertain external
action, non-remote source) wait for new input, Retry or a new
generation. Storage or database failures after a successful read are
retryable and never recorded as "unreadable".
- New `server/src/services/workspace-recovery-fallback-discovery.ts`:
SQL for pending and due fallbacks. `retainedWorkspaceCandidates` (the
production worker's obligations sweep) and `nextWorkspaceRecoveryAt`
(its scheduler) include them, so the worker reaches old holds without
saved input.
- New `server/src/services/remote-workspace-epoch-abandonment.ts` (kept
out of `remote-workspaces.ts`, which is near 1,000 lines): authority
transition `abandonUnverifiedRemoteWorkspaceEpoch`. It clears the writer
and the dirty flag, keeps `snapshotId`, drops `location`, advances the
epoch, clears `providerRef` and the migration root, and records the
abandoned epoch. The next preparation restores the last save into a new
`<workspace>-<epoch>-<lease>` root.
- `server/src/services/workspace-recovery.ts`: hooks. An exhausted hold
first tries the sibling settlement, then the fallback (under the
existing workspace ownership lock). A fresh permanent refusal in an
attempt runs the fallback in the same pass, under the same ownership.
- `remote-workspace-transport.ts`: export the existing read-only
capture.
- `packages/shared`: optional `retainedSourceFallback` on
`ExecutionReconciliation`.
- `doc/execution-semantics.md`: document the fallback.
- No new polling or worker: the fallback runs inside the existing
retained-workspace recovery pass
(`rules/sleep-aware-background-work.mdc`).

Safety:

- The cross-task lease check (`retiredReusableLeasePredecessors`) is
unchanged and stays strict. Unverified files are never applied.
- No second executor: the source run, its controller and its finalizer
must be stopped. A live writer of the task or workspace, or a running
workspace operation, keeps the hold.
- No repeated external side effects: pending status effects,
non-completed or unknown API receipts, and uncertain tool invocations
keep the existing reconciliation path. The continuation keeps the
existing API receipt fences.
- Never overwrite another run's files: only the exact epoch that the
failed run wrote is abandoned, and the old root is never reused.
- Bounded and idempotent: a settled hold is never revisited. The
quarantine record is reused. A changed generation or revision leaves the
hold unchanged.

Previous-release story (`rules/upgrade-safe-run-state.mdc`): holds saved
by earlier releases carry forward. A hold saved by the Nov 3–6 releases
(`systemRecovery` exhausted with `allocation_ownership_ambiguous` /
`service_required`, board owner, old admin text) takes the fallback on
the next worker pass after deploy (restart sweep, Retry, or a new
message). No migration is needed. Refusals that do not qualify keep
today's behavior. The only new persisted shapes are additive:
`retainedSourceFallback` and `siblingWorkspaceRecovery` on the hold,
`remoteWorkspaceAbandonedEpochs` on the workspace, and a
`workspace_recovery_quarantine` operation. Earlier releases ignore them.

## Verification

- `cd server && npx vitest run
src/services/workspace-recovery-fallback.test.ts` — 15 tests:
- cross-task hold, saved by the previous release and refused fresh:
continues from the checkpoint snapshot, the quarantine `.tar` holds the
unverified file, the epoch is abandoned, `getExecutionBlocker` is
`null`, the task is `todo`, explicit continuation is not blocked by
`saved_work_recovery_failed` or `workspace_repair_required`, one
reconciled continuation is delivered, and the next writer restores into
a new root while the old root keeps its files;
  - unreadable root: continues and records the reason;
- idempotency: a second pass changes nothing and delivers no second
continuation;
  - waiting user input: no second continuation;
- negatives (live writer, pending side effect, uncertain external
action, sandbox held by another lease): the hold stays, the authority is
unchanged, nothing is attached or delivered, the deferral reason and
recheck time are recorded;
- an allocation without a stop receipt is stopped (stop-only) before the
hold settles;
- the production worker (`reconcileRetainedWorkspaces` with
`obligationsOnly`) and `nextWorkspaceRecoveryAt` discover and settle an
old hold with no saved input; a transient deferral is not revisited
until due, then settles;
- an old-release hold without a Blocked receipt keeps its status; a
current hold with the receipt is restored to `todo`;
- stale exhausted hold with a sibling-saved receipt settles as
recovered; one whose sibling receipt no longer verifies is recorded and
no longer discovered;
- a newer Blocked decision is kept and no continuation is delivered,
while the file hold settles;
  - the attached copy omits `.env` and key files.
- RED: with `workspace-recovery.ts` and `system-recovery.ts` reverted to
master, all tests fail.
- Regression suites pass: `workspace-recovery-warm-handoff`,
`workspace-recovery-retry-copyback`,
`workspace-recovery-preparation-gates`, `workspace-recovery-source`,
`task-retry`, `execution-blocker-read` (288 tests), and
`workspace-recovery-admission`, `workspace-recovery-preparation*`,
`remote-workspaces.integration`, `native-failed-workspace-recovery`,
`remote-workspace-transport`, `workspace-restore-repair-route` (683
tests).
- `server` typecheck passes.

## Risks

- A task now continues without the unverified changes of its failed run.
The agent receives a note and the attached copy, so it can redo or
re-apply the work. This replaces an indefinite block.
- Abandoning an epoch on a workspace shared with a parent task also
moves the parent to the last save. This is correct: the unverified
changes are not part of the saved lineage.
- Clearing the migration root means sessions bound to the old root start
fresh. The fallback continuation already forces a fresh session.
- The quarantine capture reads a sandbox that can be shared with another
task. It writes nothing there, and it verifies the copy against
inventories taken before and after.

## Model Used

- Provider: Anthropic. Model: Claude Opus 5.5 (`claude-opus-5-5`), with
tool use (shell, file edits, read-only browser for API inspection) in
Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 18:34:05 -06:00
Dotta eb7c7b083a Recover Muse verification after contact, restart and access restoration (#19909)
## Thinking Path

> - Paperclip manages AI agents and their work under company access
rules.
> - Muse readiness uses a saved connection, receiver contact and an
authenticated challenge reply.
> - A failed challenge write could leave a saved contact with no later
recovery trigger.
> - A server restart or restored access must recover that contact under
current authority.
> - This pull request uses the existing delivery coordinator and saved
Muse state for recovery.
> - It keeps the normal receiver schedule, authorization checks and real
deadlines.
> - It lets eligible verification recover and lets idle verification
stop work.

## Linked Issues or Issue Description

**What happened?**

The first Muse receiver contact could persist while readiness challenge
creation failed. The contact then had no durable retry or startup
recovery path. Later membership, lifecycle or feature restoration could
also leave pending verification without a notice.

**Expected behavior**

Retry a temporary failure through the existing worker. Recover pending
contact after restart. Recheck the current company, agent, operator,
credential and binding generation before issuing a challenge. Stop
verification work while it is ineligible or complete. Do not revive
revoked credentials.

**Steps to reproduce**

1. Use the normal invitation and OAuth registration, PKCE and token
flow.
2. Send one receiver contact and let its normal persistence schedule
run.
3. Fail the first readiness challenge operation before it commits.
4. Observe whether the existing worker retries without another contact
or a manual Verify action.
5. Restart the App with a new database owner. Check that it creates one
usable challenge from the saved contact.

**Paperclip version or commit**

The causal baseline test used the unchanged production implementation at
`90148317b2a447794ff29a4acae5648ad11a9770` plus its normal fixture. The
accepted positive test used `9d383041028776ad8469ac4af3fe14ba6c369425`.
The initial published head was
`fe518c9b72504daf6374225987f24d45bc7bcf75`. The lease/auth correction
was locally qualified at `cfd515a207416097fe8b586277d70c4fd4a679fa`. The
current candidate is `6efe722e7eb1e22acd466125c7b4a627611d0273`; its
added Cloud actor fixture correction passed the full normal owning
program and all 35 tests. Its current normal build, lifecycle owner
controls, healthy-wait and restoration measurements are described below.
Earlier results below are bound to their stated revisions.

Related public changes: Refs #19819 for original-principal
authentication. Refs #19750 for the transaction-owned external feature
read. These are related foundations, not duplicate fixes. The current
Muse title and head-branch searches found no duplicate
contact-verification recovery PR. Related maintenance work is #17000 and
terminal assignment settlement is #17793.

## What Changed

- Add a typed, exact-binding verification notice through the existing
Muse delivery queue.
- Register the first-contact notice before its durable write in the same
transaction.
- Recover pending contact from saved state at startup. Retry temporary
failures through the existing scheduler.
- Recheck current feature, lifecycle, credential and access state after
commit. Park unavailable authority without recurring verification scans.
- Add narrowly scoped notices to the existing access, lifecycle,
configuration, company, budget and settings write owners.
- Save a healthy lifecycle verification wait in the existing operation
JSONB. Keep generic unresolved-work and error retries unchanged.
- Commit authenticated confirmation and its lifecycle recheck in one
transaction. Retain a raced recheck under the active lease, and recover
saved waits once at startup.
- Retain a committed lifecycle recheck while an expired attempt still
owns the row, so its late wait cannot park accepted confirmation.
Replacement claims keep their existing owner fence and fresh fact read.
- Keep the receiver gap, persistence and per-segment contact limits
unchanged.
- Add real App OAuth, failure, retry, restart, challenge and quiet
evidence. Add two normal-route restoration tests.
- Document recovery, reconnect requirements and the existing
connected-receiver sleep restriction.

## Verification

- Causal baseline: the real invitation and OAuth flow saved one contact.
The first challenge operation failed. The normal test failed because it
observed one verification attempt instead of a retry. No setup or
cleanup failure was counted as this regression.
- At `9d383041`: normal own Shared/SDK, DB with migration 0441 assets,
Runner TypeScript core and surfaces, module boundaries, and all seven
normal App programs passed. One new redundant role comparison first
failed typecheck; that diagnostic remains recorded and the corrected
full App gate passed.
- At `9d383041`: all 17 maintenance component tests passed with zero
skips. All original deadline, rollback, drain, terminal settlement and
startup controls remain.
- At `9d383041`: the one normal App case passed. Real OAuth authorized
one receiver signal. A retry occurred about 5.01 seconds after the first
failure. A new Db/App owner created one challenge, advanced revision 2
to 3, and accepted authenticated confirmation and mailbox ACK. Query
instrumentation had an active positive control. All measured query,
callback, session and verifier counters stayed equal across the
unchanged scheduled 15-second quiet window. Token revocation and
old-token/signal rejection passed.
- Known App, worker, HTTP and database owners closed without cleanup
errors. The tests used bounded local PostgreSQL and HTTP fixtures. They
did not call a live Muse model.
- Current integrated semantics: the full normal App driver completed all
programs. Only a new test callback had two undefined-value diagnostics.
An explicit defined-value guard corrected that test. The full 416-root
owning program then passed with empty diagnostics. A separate collector
incorrectly required an explicit child `noEmit` field; the normal
inherited setting was verified without repeating the compiler. The
original failures remain recorded.
- The first restoration run failed both cases. Permission parking
recorded 120 main-pool queries without more verifier calls. The
lifecycle counter recorded two denials without their exact scope. These
observations remain unexplained at the individual-query/call level.
Source separately shows a lifecycle readiness retry every two seconds
while the real external reply is absent.
- At `fe518c9b`: normal Shared/SDK and DB producers, module policy, all
seven full App programs, and all 33 pure diagnostic controls passed. The
lifecycle owner file passed all 19 cases, including both
confirmation/park orders, rollback, duplicate notices, startup recovery
and authority controls.
- At `fe518c9b`: the normal OAuth failure/retry/new-Db reconstruction
case passed. Its new healthy-wait window measured 15,002 ms with
unchanged total activity before genuine confirmation; the existing ready
quiet and revocation checks also passed.
- At `fe518c9b`: both normal restoration tests passed in Vitest.
Ordinary viewer-to-operator restoration and Pause/Resume recovered the
same binding, grant and single contact; each committed one challenge and
advanced revision 2 to 3. All six parked, restored and revoked/disabled
quiet windows measured at least 15 seconds with active positive read
controls and unchanged total queries, callbacks, sessions and verifier
calls. Both cleanups passed.
- The restoration wrapper still recorded failure: it required lifetime
lifecycle denial count zero, whereas the measured count was one before
the parked quiet window. The reviewed fixture explicitly permits a
current-authority denial from an earlier observation and requires no
committed challenge before restoration. Precise denial timing relative
to Pause was not serialized. The original wrapper failure is retained;
no rerun or retrospective explanation of the earlier failures is
claimed.
- Review exposed an expired-lease race. The added real-store baseline
test failed after the late defer restored `waitingForSignal`; no setup
or timeout was counted as the regression. On `cfd515a`, the whole
lifecycle owner file passed all 20 tests, including that case. The full
normal production declaration program (1067 roots), verification program
(662), and auth owning program (405) passed; all 1942 declarations
remained byte-identical.
- The original remote auth-session shard failed three tests because
their partial query adapters lacked the new binding query's
join/order/limit chain. A fixture-only correction preserved the real
notifier and existing authorization assertions. All 12 auth-session
tests passed locally.
- Complete remote inspection also found 33 failures in the 35-test Cloud
actor fixture with the same missing `innerJoin` method and downstream
incomplete-auth assertions. Its original full log and exact synthetic
Source comparison are retained. At `6efe722e`, the three-line fixture
adapter repair passed the complete normal 662-root test program and the
whole 35-test file with zero failures or skips. All existing lock,
authorization, settings, debounce and unfinished-auth assertions remain.
- The earlier healthy/restoration quiet measurements remain bound to
`fe518c9b`. Those steady 15-second windows did not exercise a
still-owned attempt passing its 120-second lease. The targeted
expired-owner regression qualifies that new boundary; it is not a fresh
measurement of the earlier windows.
- The initial `fe518c9b` remote gates failed the auth fixtures and
reported a Greptile 4/5 P1. The aggregate failure reported the
underlying shard. Those actual causes were fixed and qualified above.
- Current `6efe722e` remote gates completed with **57 successful checks
and three explicit skips**. The full latest edited Greptile summary is
**5/5**, explicitly reviews this exact head, and has no new finding. The
original P1 thread is resolved. All general, inline and nested review
pages were read.
- One current-head CI attempt timed out after 30 seconds in the Runner
evidence/privacy file, with 6,864 passes and one failure. That file and
its transitive inputs are byte-identical to the CI base. A separate
local diagnostic preserved every assertion and the original timeout, ran
the full normal Runner test project and the entire 41-case file, and
passed all 41 with zero skips. Its private bounded timing records
measured the target body at 74 ms. The diagnostic was then removed,
restoring the exact original test. This is local recovery evidence; the
original CI stalled await was not recorded and its cause remains
**unproven**.
- One retry of only the failed jobs on the unchanged head passed the
Runner support suite and dependent aggregate verification. The complete
second attempt and original failure logs are preserved. No test,
timeout, privacy guard or product code was weakened. This result does
not turn the original timeout into an explained failure or a diagnosed
flake.
- Full recursive typecheck, full `test:run` and a full release build
were not repeated locally. The normal full App programs, focused
producers and tests above passed, and the required current-head remote
gates passed. Final review is against the exact unchanged head; local
quiet remains separate from deployed suspension.

Reviewer commands use the normal project entry points: `node
server/scripts/typecheck-layers.mjs`, the whole
`server/src/services/muse-maintenance.test.ts` file, and both normal App
PostgreSQL files. PostgreSQL fixtures require explicit owned
fixture/admin URLs and normal migrations before imports. Run the files
serially with one worker. The private controller retains exact Source,
output, worker and owner-closure receipts.

## Risks

- Missing or early producer notices could lose a restoration trigger.
Notices stay in the transaction that commits the write. The worker
checks current authority after commit.
- A stale notice must not grant access. Binding generation, current
membership, company, agent and credential checks remain authoritative.
Revoked credentials require reconnecting.
- The change adds no table, migration, alternate task queue or periodic
verification scan. It adds two optional fields to existing lifecycle
operation JSONB. Generic pending/error deadlines, setup holds and manual
repair remain obligations.
- Confirmation can race with an active verification attempt. The park
compare-and-set must retain the durable recheck. Startup recovery uses a
fixed cutoff and keyset pages; it must not become another recurring
scan. Wrong company, stale version, pause and revoked credentials must
stay fenced.
- The connected receiver still has its documented tenant-sleep
restriction. Worker quiet is not proof of deployed suspension or
external wake.
- The normal challenge reply is sent by an authenticated protocol
fixture. Live Muse background replies, cost/usage, full Muse lifecycle
and full hosted Dot behavior remain unqualified. Partial Dot profile ACK
and unsigned-device cutover stay withheld.
- Restoration coverage for the additional company, budget, configuration
and feature producers remains a separate qualification obligation. This
pull request does not mark the whole hosted area complete.

## Model Used

OpenAI `gpt-6.1-sol` authored the implementation and tests with local
code and tool use. A GPT-6-based Codex coordinator reviewed the changes
and owns integration. Its exact underlying model ID is not exposed.
Context window sizes are unavailable. No context size is inferred.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-07 16:41:15 -06:00
DottaandClaude Opus 5.5 cbf811cd3b fix(recovery): prove a replaced deployment's copyback owner gone automatically (#19913)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save their workspace after the result is accepted, under
a copyback owner receipt
> - A deploy can restart the server while that save is in progress
> - The new server runs in a new container, so it cannot see the old
process and fails closed
> - The run then waits on a board action that asks a person to verify
the previous controller
> - Recoveries must continue without a human step, and copy must not ask
anyone to inspect a server
> - This pull request adds a deployment-level rule to the shared
owner-liveness primitive and uses it in workspace finalization
> - The benefit is that a save interrupted by a deploy resumes on its
own, with no second writer

## Linked Issues or Issue Description

**What happened?**
A deploy restarted the server while three runs were saving their
accepted results. Each run kept a copyback owner receipt that names the
old Railway deployment on another container. The restarted server
reported `native_workspace_finalization_owner_unverified`, owned by the
board, with the next action "Verify the previous controller and its
workspace-copyback processes have stopped...". The cloud harness stop
receipt did not arrive, so the runs stayed in "Recovery needed" for
about an hour, until a person confirmed the stop by hand.

**Expected behavior**
The restarted server proves that the previous controller is gone,
resumes the save, and settles the run with no human step. No user-facing
text asks a person to verify a server or controller.

**Steps to reproduce**
1. Start a native run on a Railway service with a volume.
2. Let the result be accepted and the workspace save start.
3. Deploy, so that the server restarts during the save.
4. See that the run waits for a board confirmation.

**Paperclip version or commit**
Observed on e2d490c61. Reproduced on master before this change. The
owner-proof work in #19848, #19851, #19853, #19868, #19871 and #19883
does not cover this shape: `proveOwnerGone` returns `unprovable`
(`different_host`) for an owner on another container.

## What Changed

- `owner-proof.ts`: `LocalOwnerStamp` can carry the platform `worker`
(deployment identity). `ProcessProbe` can carry this process's
deployment and whether the platform gives it an exclusive volume. New
verdict reason `deployment_replaced`.
- New rule in `proveOwnerGone`, after the current-boot check: the owner
is gone when this server runs with a Railway volume
(`RAILWAY_VOLUME_ID`, `RAILWAY_VOLUME_MOUNT_PATH`) and the stamp names
the same project, environment and service with a different deployment
ID. Railway stops the previous deployment before it mounts the volume
into the new one, and a service with a volume has no replicas. So every
process of the old deployment, including orphaned copyback children, has
exited.
- `native-workspace-finalization-ownership.ts`: evaluate that proof
before the cloud harness request. On `deployment_replaced`, claim the
exact owner receipt under the existing advisory lock and row-lock
revalidation, log `issue.workspace_owner_stop_verified` with
`deploymentProof`, mark the recovery `resuming`, and continue the save
with no provider turn. Other cases keep the harness request and the
existing fences.
- New owner receipts also record the mounted volume ID (`volumeId`).
When a receipt has it, the proof requires this server to mount the same
volume. Both `RAILWAY_VOLUME_ID` and `RAILWAY_VOLUME_MOUNT_PATH` must be
set. The finalizer reaches this check only while it holds the run's
copyback advisory lock, so the old owner's lock session has also ended.
- Copy: the hold's next action, the route conflict and the two Retry
wait messages now describe the wait. They no longer ask a person to
verify a server or controller. The hold's text still names the Resume
saved result action for platforms where neither this rule nor the
harness can confirm the stop.
- `doc/native-workspace-finalization-recovery.md`: describe the rule.

Previous-release story: receipts written by earlier releases already
record `worker.deploymentId`, so they carry forward and take this path
after the upgrade. No schema change.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-workspace-owner-restart-recovery.test.ts
src/services/owner-proof.test.ts`
- Before the fix: "resumes the interrupted save automatically, with no
board action" fails (`acquired: false`).
  - After the fix: all pass.
- The restart test seeds the staging receipt shape (old deployment,
other hostname, PID 3, existing `operator_required` hold). It checks
that the save resumes once, the hold becomes `resuming`, the task
presentation no longer waits for a user, the receipt clears, and no
agent wake is created.
- Negative cases stay fenced: same deployment, a service without a
volume, a half-configured volume, another service, another environment,
and a receipt that names a different volume. Unit tests cover the same
rule in `proveOwnerGone`, including that the current boot stays alive.
- Related suites pass: finalizer, queued-wake recovery, route ownership,
workspace recovery gates and dispatch, explicit continuation, recovery
services (1005 tests).
- `pnpm --filter @paperclipai/server typecheck` passes.

## Risks

- The rule depends on Railway volume exclusivity. It applies only when
this server has a volume mounted and the receipt names the same service
and environment. Without a volume, the existing harness and board paths
still apply.
- A receipt from a deployment that ran before the volume was attached
could, in theory, overlap during that one redeploy. Volumes are attached
at stack creation, so this is not a practical case.
- Copy changes are text only. Error codes are unchanged.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 16:12:23 -06:00
DottaandClaude Opus 5.5 99529f9d71 feat(observability): local speed budgets and a run-log budget check (#19863)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When someone messages an agent, the reply must start as fast as
possible, and restart-safety work must not slow it
> - The durable ownership plan makes this invariant 8 ("fast turns") and
asks Phase 1 to turn the Phase 0 baseline into p50/p95 budgets per
adapter
> - Without budgets, a regression in time to first token, agent boot or
restart recovery shows up only when someone reruns the baseline by hand
> - This pull request records the budgets and adds a per-run check that
writes a run-log row when a run exceeds its p95 budget
> - The benefit is that every later phase can show "no regression
against the budgets" from the run log, without new waits on the turn
path

## Linked Issues or Issue Description

Refs #19831 (plan, "Performance constraint", rule 4, and invariant 8).
Refs #19846 (the Phase 0 baseline these budgets come from). Stacked on
#19861.

**Problem**
The plan requires p50/p95 budgets per adapter for TTFT, agent boot and
restart recovery latency, and a check against them. Neither exists.

**Expected behavior**
Budgets are recorded in the plan and in code. A run that exceeds a p95
budget gets one run-log row that names the metric, the measurement and
the budget.

**Impact**
Phase 2–5 exit criteria can cite budget breaches from chaos waves and
staging. The check adds no wait before `turn.start`.

## What Changed

- New `server/src/services/native-runtime/native-speed-budgets.ts`: the
local budget table (codex, claude, opencode) for TTFT and agent boot
(cold and warm) and restart recovery latency. Each budget is 1.2× the
baseline, rounded up to 0.5 s. `evaluateSpeedBudget` judges one run
against p95. An unknown start kind uses the looser budget. Remote runs
and adapters without a baseline are not judged.
- `native-run-trace.ts`: the trace takes an optional `budget` subject.
It checks `task.time_to_first_token`, agent boot (end of
`heartbeat.queue` to the end of the first `runner.turn.submit` or
`runner.session.resume`) and restart recovery once each. It writes
`run.performance.budget_exceeded` through `defer`, so the write is
detached from the event path. `finish` now drains diagnostics that defer
more work.
- `native-session-executor.ts`: passes the adapter and environment to
the trace, labels cold or warm at the existing `provider_session` reuse
receipts, and checks restart recovery at a recovered run's first
provider event, measured from the startup recovery `ready` time.
- Docs: budget tables in
`doc/plans/2026-11-07-durable-ownership-and-reconciliation.md` ("Speed
budgets (Phase 1)"), and the new event in `doc/run-log-events.md`.

## Verification

- `npx vitest run
src/services/native-runtime/native-speed-budgets.test.ts
src/services/native-runtime/native-run-trace.test.ts` (in `server/`): 34
tests pass. They cover:
  - every budget has p50 ≤ p95;
  - the provider-to-adapter mapping;
  - p95 judgement, and the looser budget when the start kind is unknown;
- one breach for a slow boot, and none for a second submit or a fast
TTFT;
  - a deferred TTFT breach is written before the trace closes;
  - restart recovery is checked once;
  - remote runs and runs with no budget subject write nothing.
- `npx tsc --noEmit -p server`: no errors.

## Risks

- Low risk. This is a run-log change only (AGENTS.md §5.7, no extra
review). The OTLP and Telemetry paths are unchanged.
- The baseline samples are small (2–12 per cell) on a shared host.
Budgets carry 20% headroom, and the codex restart budget (8.0 s p95) is
tight. Expect some breach rows on a loaded machine. They are diagnostics
and change no behavior.
- Restart-recovery budgets use run 4 of the baseline, as merged in
#19846.
- Restart recovery is measured from the startup recovery `ready` time to
the first provider event, which matches the baseline definition.
- Previous-release story: no persisted run state changes. The new event
is additive.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use and code execution.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 15:27:42 -06:00
DottaandClaude Opus 5.5 d5dd09c966 docs(plans): design turn-scoped ACPX MCP authority; correct the Claude baseline (#19912)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Follow-up messages must start fast. #19888 made Codex and OpenCode
follow-ups 2.6–5× faster by keeping their runners warm.
> - Claude (ACPX) did not gain, because ACPX relaunches the Claude
process and reloads its session on every follow-up (3.2–4.2 s).
> - That relaunch is a safety boundary: the ACPX MCP endpoint lives as
long as the process and cannot attribute a tool call to a turn, so
reaping the process is the proof against late calls.
> - Removing it needs a new authority model, which needs a reviewed
design before any code.
> - This pull request adds that design and corrects the Claude baseline.

## Linked Issues or Issue Description

Refs #19888 (warm default), #19846 (TTFT baseline, finding 4).

**Docs issue**
The TTFT docs did not explain why Claude follow-ups relaunch, what
removing that would require, or the corrected Claude numbers.

**What is wrong or missing**
`doc/plans/2026-11-07-warm-follow-up-ttft.md` reported a Claude
follow-up at 10.5 s, measured under heavy host load. A quieter
re-measurement gives 6.3 s per-turn against 7.1 s warm. There was no
design for removing the per-turn relaunch.

**Proposed fix**
A design document for turn-scoped ACPX MCP authority, and a
corrected-baseline section in the warm follow-up doc.

## What Changed

- New `doc/plans/2026-11-07-turn-scoped-acpx-mcp-authority.md`, which
covers:
  - the measured cost breakdown;
- how the current boundary works (tool bridge bearer, call-ID
tombstones, `restart_idle_provider`, `run.attach`);
- a threat model (late tool calls from a settled turn, replay,
credential replay, cross-turn and cross-run confusion, restart replay);
- three candidate designs with their safety arguments: turn-scoped
credentials in a live session, a proof that no calls are in flight, and
an in-process session reload with per-generation credentials, which is
recommended for a spike;
- restart and chaos implications, the expected TTFT gain, and next
steps.
- `doc/plans/2026-11-07-warm-follow-up-ttft.md`: corrected Claude
baseline. Per_turn stays the default; the earlier 10.5 s was host noise.
Finding 4 now points to the design and drops the idle-retirement idea,
which would only bring warm level with per-turn.
- Docs only. No code changes until Dotta has reviewed the design and a
security review is done.

## Verification

- The Claude numbers come from `ttft-baseline.ts --adapters claude
--samples 6 --phases coldwarm --lifecycle <per_turn|warm>` on master
`fc6e1b0346` (load average about 9).
- The step breakdown comes from temporary timing in runnerd's ACPX
backend. It was not committed.
- `node scripts/check-maps.mjs` passes.

## Risks

- Docs only. The design proposes no behavior change until it has been
reviewed.

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

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file edit, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 15:24:12 -06:00
DottaandClaude Opus 5.5 177f642da7 fix(recovery): continue native runs that failed before their first claim (#19911)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs go through a coordinator claim before any provider work
starts
> - A run can fail before that claim, for example while it restores the
previous harness backup
> - The failure path then records a no-replay hold, as if the run had
acted
> - Workspace recovery saves the files, but the task stays blocked and
asks a person to send a message
> - Recoveries must continue without a human step when no side effect is
possible
> - This pull request lets the existing safe-replacement worker continue
such runs once, after their files are saved
> - The benefit is that these tasks resume automatically, and runs that
may have acted keep today's reconciliation

## Linked Issues or Issue Description

**What happened?**
Native runs that failed before their first coordinator claim were never
continued automatically. They had no claim, no provider process and no
provider or tool events. Their result recorded `executionRecovery: {
kind: "bootstrap", providerWorkStarted: false }`. The failure path still
moved the coordinator to `terminal_failure` with
`native_continuation_requires_reconciliation` and recorded a resolved
`preserve_without_replay_v1` hold (replay blocked, board owner).
Workspace recovery then saved the files, but the next action stayed
"Saved work recovered. Send a message to continue."
`nativeReplacementPending` accepted only a few failure codes, and the
interrupted-preparation path covers only legacy runs.

**Expected behavior**
When a native run provably failed before its first claim, Paperclip
continues it once, automatically, after its files are saved (or when it
had no workspace to save). Runs with a claim, a process, a provider or
tool event, or recorded provider work keep the existing reconciliation.

**Steps to reproduce**
1. Start a native run with a remote workspace.
2. Make it fail before `native.coordinator.claim` (for example, abort
the harness-backup restore).
3. Let workspace recovery save the files.
4. See that the task stays blocked and asks for a message.

**Paperclip version or commit**
Observed on e2d490c61. Reproduced on master before this change.

Refs #19906 (fixes the restore deadline that caused the observed
failures).

## What Changed

- `native-safe-replacement.ts`: add one class-level candidate, "failed
before its first claim". It requires the
`native_continuation_requires_reconciliation` coordinator at attempt 0
and controller generation 0, with no lease, assessment, decision or
result.
- The candidate also requires no process identity, no `sessionIdAfter`,
no provider/turn/item/tool/`run.result` events, no tool invocations,
`providerWorkStarted` not `true`, no Stop or cancellation, no explicit
user continuation, and no later run for the task.
- A no-replay hold must have completed file recovery (the existing
`completedWorkspaceRecoveryCondition`). A blocked task must carry this
failure's block receipt at the current status version.
- Discovery checks saved-file evidence (snapshot, stopped sandbox) or a
workspace-less run before it selects the candidate.
- The reconciler skips the stopped-session probe for this class. It
feeds the decision with known failure meaning and a complete effect
inventory, since no provider ran. It rechecks the candidate under the
task and coordinator locks before it inserts the successor.
- The successor is the existing fresh-session `native_safe_replacement`.
Its context carries `nativePreClaimContinuationOf`, so a failed
successor is not continued again. The existing transaction resolves the
hold (`replay: verified_safe_replacement`) and restores the task block.
- `doc/execution-semantics.md`: describe the rule.

Previous-release story: holds recorded by earlier releases (resolved,
`replay: blocked`) carry forward. The test seeds that exact shape. No
schema or persisted identity changes.

## Verification

- `cd server && npx vitest run
src/services/native-preclaim-continuation.test.ts`
- Before the fix: "continues automatically exactly once after its saved
work is recovered" fails (no successor).
  - After the fix: all 9 tests pass.
- The tests cover: the staging shape with an old-release hold continues
exactly once under concurrent and repeated sweeps; it waits for saved
files; it does not chain from its own successor; and it keeps
reconciliation when the coordinator claimed, a provider event exists, a
tool call started, provider work is recorded, a process started, or a
later run owns the task.
- `npx vitest run
src/services/native-runtime/native-safe-replacement.test.ts` passes (62
tests).
- `pnpm --filter @paperclipai/server typecheck` passes.

## Risks

- The successor uses a fresh provider session, like the other safe
replacements. History comes from `retryOfRunId`.
- The new predicate adds one indexed `not exists` on `heartbeat_runs
(company_id, context_snapshot->>'issueId', created_at)` per candidate.
It runs only for the narrow pre-claim failure code.
- A run whose prepared workspace uses the older `nativeWorkspaceSync`
descriptor without remote-workspace evidence stays held, as today.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 15:12:36 -06:00
DottaandClaude Opus 5.5 fc6e1b0346 perf(native): keep local Codex and OpenCode runners warm by default (#19888)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When someone messages an agent, the turn must start fast. Time to
first token (TTFT) is a first-class metric.
> - The Phase 0 baseline (#19846) found that every local turn launches a
new runner and loads the provider session again, because `per_turn` is
the default lifecycle. That made a follow-up message slower than a new
task.
> - Warm runners keep the runner and provider session alive between
runs. #19874 fixed the defect that broke warm OpenCode follow-ups, and
#19879 bounds an idle warm runner whose controller dies.
> - This pull request makes warm the default for local Codex and
OpenCode agents, and migrates existing agents that only carried the old
creation default.
> - The benefit: follow-up TTFT p50 drops from 12.0 s to 4.7 s (Codex)
and from 21.7 s to 4.2 s (OpenCode), with no new restart-chaos failures.

## Linked Issues or Issue Description

Refs #19846 (TTFT baseline), #19852 (startup sub-spans), #19874 (warm
completion contract), #19879 (warm reconnect grace).

**What existing behavior does this improve?**
The default runner lifecycle for native agents, and how a follow-up
message starts.

**Current behavior**
Agent creation writes `lifecycleMode: "per_turn"` into every native
agent. Every follow-up launches a new runner and restores the provider
session: 4.2 s (Codex) and 16.3 s (OpenCode) at p50 before the turn
starts.

**Proposed behavior**
New native agents store no lifecycle. On a local target, an unset
lifecycle resolves to `warm` with the default 5-minute idle window for
Codex and OpenCode. Other harnesses, remote targets and managed
providers without warm support stay `per_turn`. An explicit choice
always wins. Migration 0443 clears the stored creation default from
existing agents, except where an edit set "Turn by turn" explicitly.

**Reason and benefit**
Measured locally (`doc/plans/2026-11-07-warm-follow-up-ttft.md`). Warm
follow-ups are 2.6–5× faster for Codex and OpenCode, and restart
recovery latency is equal or lower.

## What Changed

- `native-lifecycle.ts`: an unset `agentMode` resolves to warm (5-minute
idle window) for local `codex_app_server` and `opencode_server` agents.
`runtime-selection.ts` passes `localTarget`. Explicit `per_turn` or
`warm` wins. An admitted session keeps its persisted policy. ACPX Claude
stays `per_turn`: it relaunches its provider process on every follow-up
by design, so warm did not shorten its follow-up (10.7 s warm vs 10.5 s
per_turn).
- Creation and configuration writes no longer store `lifecycleMode:
"per_turn"` for Codex, Claude or OpenCode. This covers
`normalizePaperclipRunnerAdapterConfig` (runs on every create and
update), `paperclipRunnerTransitionConfig` (switching to the native
runner), `agent-runner-selection.ts`, `codex-local` `build-config.ts`,
and the simplified new-agent setup (`paperclipRunnerCreationLifecycle`
in `@paperclipai/shared`). Grok, Pi and Cursor keep their explicit
value.
- Agent form: the Runner lifecycle field shows the unset state as
"Automatic". "Turn by turn" and "Warm session" remain.
- Migration `0443_native_warm_follow_up_default.sql`: clears
`lifecycleMode = 'per_turn'` from native Codex, OpenCode and Claude
agents unless `agent_config_revisions` shows an edit that set it to
`per_turn`. Each migrated agent gets an `agent.updated` activity entry
with the old value (`actor_id =
migration:native-warm-follow-up-default`). Creation records no revision,
so a "Turn by turn" pick made at creation cannot be told apart from the
old default. The product owner approved migrating those agents. Claude
agents follow the default, which is `per_turn` today.
- Restart chaos harness and TTFT driver: `--lifecycle
per_turn|warm|default` (saved in the wave plan). `default` removes the
catalog's pinned lifecycle, so a wave exercises the real default path.
- Docs: `doc/DEVELOPING.md` "Runner lifecycle default", and the results
in `doc/plans/2026-11-07-warm-follow-up-ttft.md`, which also documents
baseline finding 4 (Claude's resumed turn-start gap is ACPX's per-turn
process generation, not the provider).

## Verification

- `server`: `native-lifecycle.test.ts` (new default cases: local Codex
and OpenCode warm, Claude, remote, unknown target, unmeasured harness,
managed Claude, admitted per-turn session, explicit choices, non-native
adapter), `agent-runner-selection.test.ts`, `runtime-selection.test.ts`
(335 pass).
- `packages/db`: `native-warm-follow-up-default-migration.test.ts` on
embedded Postgres. Default agents are cleared, the explicit edit is
kept, other harnesses and legacy adapters are untouched, audit rows are
written once, and a rerun is a no-op. Without the explicit-edit filter
the test fails. `check:migrations` passes.
- `codex-local` `build-config.test.ts` (65), `ui`
`config-fields.test.tsx` (40), restart-chaos unit tests (134), `tsc
--noEmit` for `server`.
- `adapter-utils` `paperclip-runner-lifecycle-default.test.ts`:
configuration writes and adapter conversion store no lifecycle for
Codex, OpenCode and Claude, keep `per_turn` for the others, and preserve
explicit choices. It fails without the fix.
- End-to-end default check on this branch (`ttft-baseline.ts --lifecycle
default`, codex and opencode, 2 samples): the agents read back with no
stored lifecycle, and every follow-up reused the runner and provider
session (no `runner.process.launch`). Follow-up TTFT was 3.6–4.8 s. This
check found the per-write `per_turn` injection fixed here.
- Restart chaos (codex and opencode, A1/B1/B5, K1/K2/K6, seed 4242), 8/8
PASS each with no open signatures: forced warm, forced per_turn, and
`--lifecycle default` on this branch (agents created without a
lifecycle).
- `pnpm verify` selects broader CI (harness config is a global input),
so required CI supplies the broad coverage.

## Risks

- Behavior change: local Codex and OpenCode agents keep a runner and
provider process for up to 5 minutes after a run. Instance sleep waits
for that idle window. The process is reaped by the idle timer, by
graceful shutdown, or by the #19879 reconnect grace if its controller
dies.
- Migration: agents whose "Turn by turn" was chosen at creation become
Automatic. The activity entry records the old value; choosing "Turn by
turn" restores it.
- Previous-release story (`rules/upgrade-safe-run-state.mdc`): a task
session keeps the lifecycle policy it was admitted with, so sessions
saved before this change stay `per_turn`. New sessions get the default.
No run, checkpoint or launch state changes shape.

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

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file edit, test execution).

## Checklist

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

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

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Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 14:37:36 -06:00