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DottaandPaperclip 57e977be72 feat: integrate Pi 1.0 into the experimental Runner (#14921)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The experimental Runner owns provider processes and durable
sessions.
> - Pi needs working task execution and human controls.
> - The five-PR stack must preserve changes already on master.
> - Each layer now carries the complete integrated source for a safe
sequential fallback.
> - This PR belongs to native GitHub stack #15602, ending at #14956.

## Linked Issues or Issue Description

Refs #14436, #14631, #14743 and #14956.

Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are
#14921, #14922, #14923, #14924 and #14956. The user authorized the
complete merge after checks pass. Existing `pi_local` execution is
unchanged. Accounting and wider provider/platform qualification remain
deferred.

## What Changed

- Recover missing final replies after workspace finalization changes
owners, using accepted-turn evidence without rerunning work or granting
external-chat publication.
- Preserve the admitted Pi instruction root across warm runs, while
retaining changed-root rejection.
- Give Pi a bounded 15-second default shutdown grace so stop, drain
acknowledgement and durable suspension can complete. Explicit deadlines
and other providers retain their existing behavior.
- Integrate the Pi 1.0 runtime and master contracts.
- Use Pi profile 22. Preserve explicit caller-selected models and exact
native thinking levels. Keep Pi's wrapper, helper, extension and
question/control behavior unchanged from the qualified profile-19
runtime.
- Preserve master's Dot lifecycle and consent fields, configured task
environment, status guards and current Codex/Claude dependency versions.
Cursor stays qualified. Copilot stays pending; profile 17 binds the
changed shared protocol validation sources.
- Exclude general AWS IAM credentials from Pi static/custom provider
bindings and selected task projections; preserve the provider-scoped
Bedrock bearer key. Profile 21 is retained as historical provenance.
Rust and cloud install probes use the current declaration.
- Patch bundled brace-expansion 5.0.9 to the exact official 5.0.12
payload. Pin the patch and complete runtime closures. Include the patch
in normal installed setup tooling. Keep the upstream Pi shrinkwrap as
provenance and permit only this exact security correction.
- Include current attestation files in the Docker build context. Keep
the repository lockfile unchanged from master. CI and private image
builds resolve manifest changes before their frozen installation.

## Verification

- Full local `pnpm -r typecheck` passes, including Runner Rust, server
and UI. Focused integration checks pass: 194 Runner
admission/environment tests, 63 profile/credential tests with one
expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice
tests.
- Full local `pnpm build` passes on the final source.
- Fresh final-source checks pass: all 698 Rust workspace tests (32
binaries), 156 credential/profile/controller tests with one expected
skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests.
- The profile-21 Pi materializer passes on the native host with the
official pinned Node 24.21.0 and its npm. It verifies all 150 locked
packages, the patched dependency and the exact closure. Setup/package
bundle tests and UI token gates pass.
- The old hashes were reproduced for all three supported targets before
calculating the patched graph. New closure hashes are darwin-arm64
`282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`,
darwin-x64
`64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and
linux-x64
`713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`.
Independent native platform execution is separate from graph identity
reproduction.
- Historical cloud qualification remains unchanged: all seven core cases
pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`,
harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image
`sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`,
and accepted Sonnet 4.6/low fixture. All 215 canonical files and all
seven cleanup checks pass independent verification. These are profile-19
results and are not relabeled as fresh profile-22 runs.
- Current Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.
[The readiness
plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md)
preserves campaign and failed-attempt provenance.
- Merge only after every PR's current-head CI and fresh review pass.
Linux CI covers the full suites, build and browser tests. The local
embedded Postgres API-authority suite cannot start on this macOS/Node 26
host, so Linux CI must confirm that suite.

### Fresh profile-22 core qualification — 2026-10-08

All seven accepted core cases pass canonically on Pi profile 22, with
`openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low
thinking. This model is a fixture; production accepts the caller's
explicit Pi provider/model.

Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`.
Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`.
Immutable cloud image:
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`.
Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.

[Hosted Linux image and clean-install
verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023)
passes, including all 20 source-bound archives, normal CLI/Pi setup,
companion import and the production pack reader. This exact installation
source includes the latest master integration and the corrected Pi warm
instruction-root fence. Full local typecheck/build and current-head
hosted CI verify the final stack. All 13 focused real-root regressions
pass. The full local executor suite passed 662 tests; 15 database tests
could not start the Mac embedded PostgreSQL service. Hosted Linux CI
passes the full required verification and E2E checks. These fresh
results keep their own source identity; profile-19 results remain
historical.

| Core path | Canonical campaign | Retained archive SHA-256 |
| --- | --- | --- |
| File edit, validation, download and Done |
`pi-core22-replyfix-0-1791511228` | 23 files;
`a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` |
| Pending question and controller restart |
`pi-core22-replyfix-1-1791511376` | 33 files;
`6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` |
| Three-turn session/process/workspace continuity |
`pi-core22-replyfix-2-1791511587` | 23 files;
`7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` |
| Four typed questions and browser reconnects |
`pi-core22-replyfix-3-1791511881` | 42 files;
`9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` |
| Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22
files;
`a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` |
| Same-turn steering and permission denial |
`pi-core22-replyfix-5-1791512261` | 39 files;
`c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` |
| Stop during pending permission | `pi-core22-replyfix-6-1791512390` |
33 files;
`7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` |

All 215 canonical files (28714587 bytes) are independently
hash-verified. All seven cleanup grades pass, with no owned runtime
process or temporary root after each case. Automatic retries are zero.
The owned cloud host stopped normally after retention. The prior
profile-22 warm attempt remains failed and separately retained: archive
SHA-256
`1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its
original canonical classification is preserved. Diagnosis reproduced a
product bug comparing an agent-files root against an unset
checkpoint-only field. The fix stores the admitted physical root
separately from the adopted per-run collection capability. The real-root
regression fails before the fix and passes afterward, including
rejection of a changed physical root. Fixture, grader, model and all
seven accepted case IDs are unchanged; this fresh campaign tests
final-reply publication after file registration first. The intermediate
restart attempt also remains failed and retained: archive SHA-256
`5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its
original canonical classification is preserved. Pi resumed, wrote the
verified answer and completed its task; exact runner suspension was
proven, but idle stop consumed about 5.2s and left under 3s for the
drain acknowledgement. The Pi-only default shutdown grace is now 15s,
preserving a full 5s drain round trip and a finite suspension reserve.
Explicit caller deadlines, other provider defaults, literal drain
receipts and exact suspension identity checks remain unchanged. The
timing regression fails before this correction and passes afterward; all
18 focused settlement tests and Runner typecheck pass. The final-source
file attempt is also preserved as failed (`candidate_failure`), archive
SHA-256
`db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`.
Native edit, validation, exact downloadable artifact and Done/succeeded
all passed, and the exact final reply was durably recorded. A workspace
recovery owner completed before the live heartbeat reached presentation,
leaving that reply absent from task chat. Recovery now materializes only
a completed final reply from the accepted turn of an ordinary internal
Done task, preserving issue/run/contract binding, suppression,
external-chat authorization and same-run deduplication. The database
regression covers the generated file-preparation receipt, suppression,
unapproved external continuation and replay. Server typecheck and all 49
response-selection tests pass; hosted Linux verifies the database
regression because embedded PostgreSQL cannot start on this Mac.

The delayed-final-answer database regression passes on [the final
root-source Linux server
shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152),
alongside 1,108 passing tests. The first root Runner shard had one
unchanged durable-resume test exceed its 5-second timeout; the identical
top-source shard and the isolated exact test passed. One rerun of that
failed job and its required aggregate passed without source or test
changes. The original failed job log and the single-rerun receipt remain
retained.

### October 9 merge verification

Current merge head: `5a8fe63512a7166aaef5cf50065a25008aa8b44b`. All
current-head checks pass, including `ci / verify` and `ci / e2e`;
exact-head Greptile review is 5/5 with no unresolved threads. Current
master conflicts are resolved. The user authorized the maintainer
override of the code-owner review gate after these checks. The seven
retained live core cases remain bound to source
`3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image.

## Risks

- The security correction changes the dependency closure and profile
identity. Old sessions must reopen on the new profile. Exact identities
and credential bindings fail closed.
- The runner remains experimental and requires explicit selection.
Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E
model is a fixture.
- Accounting and the broad platform/provider matrix remain deferred.
This merge does not publish a release or deploy a service.

## Model Used

OpenAI GPT-6 through Codex assisted with reasoning, repository
inspection, editing and tool use. The exact serving ID and context
window are not exposed in this session. Final live qualification uses Pi
1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed
low thinking.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 08:56:41 -05:00
Devin FoleyandPaperclip 3ebd7bc0c9 test: isolate accounting fixtures and include all adapter suites (#14989)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 18:13:46 -07:00
DottaandPaperclip b17019e14d fix(agents): reduce default instructions and qualify stock harnesses (#14948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its adapters supply task context and access to Paperclip skills and
tools.
> - The default hire manual and shared prompts also repeat general work
procedures.
> - Those procedures overlap with stock provider instructions and the
Paperclip skill.
> - Existing E2E fixtures supply a QA manual, so they do not qualify the
production default.
> - This pull request reduces the generic instructions and adds real
default-hire coverage.
> - The benefit is less competing guidance, with inspectable evidence
for preserved skills and task context.

## Linked Issues or Issue Description

Refs: #14920. That merged change preserves native Codex base
instructions. This PR covers the default manual, shared legacy prompts,
operational skill guidance, and the narrowly approved ACP
skill-discovery/session-environment repair for measured delivery and
credential-persistence failures.

**What existing behavior does this improve?**

New non-CEO hires without a custom bundle and legacy task/chat startup
and continuation prompts.

**Current behavior**

The shipped default manual contains 602 words. Generic task/chat prompts
and ordinary resume deltas repeat work procedures already available
through the harness and Paperclip skill.

**Proposed behavior**

The default manual contains only the eight-word company identity. Shared
startup prompts retain identity and connection guidance. Ordinary resume
deltas retain current work context without the generic execution
contract.

**Reason and benefit**

Let the stock harness guide general work. Keep Paperclip-specific
capabilities and independently test default hires, skills, ordered
comments, and chat restart.

**Breaking changes**

New default hires receive less guidance. Existing saved manuals,
explicit custom bundles, CEO templates, and specialized wake contracts
retain their behavior. The obsolete includeExecutionContract option
remains accepted for source compatibility.

## What Changed

- Reduce the default hire manual to one sentence.
- Reduce shared task/chat defaults and remove the generic
ordinary-resume contract.
- Keep connection guidance, auth, skills, custom prompts, and
specialized wake context.
- Add credential-free instruction-boundary gates and 26 explicit Product
E2E cells across eight legacy/native profiles, including two focused
Paperclip-storage cases.
- Capture public hire receipts before providers run, then grade
delivered prompts and independent task/chat outcomes.
- Add an early legacy skill API recipe for saving a task document,
checking the saved revision receipt and linking the document. Improve
stock task/heartbeat skill-selection metadata and show a clickable
Markdown UI-link example. Keep native tool completion separate.
- Advertise bounded routing descriptions and exact successfully staged
SKILL.md paths in legacy ACP Claude; keep full bodies on demand and
preserve remote path rebasing.
- Remove only the provider environment from copied persisted ACP session
records, while loading current run credentials and preserving all other
options/conversation state.
- Regenerate both capability metadata inventories and reject stale
manifests/inventories before provider admission.
- Publish the original reduction and focused skill-repair comparisons,
preserving all failures, automatic recovery, cost coverage and
limitations.

## Verification

**Behavioral qualification remains pending.** Original legacy ACP Claude
loses the issue document only in the reduced cohort beneath an unchanged
credential failure. A source-backed diagnosis finds that neither
ordinary assignment reads the staged operational skill, while the
runtime persists provider environment in session state. The new common
repairs expose skill metadata/path and omit persisted env; strict
document and credential guards stay intact. [Inspectable diagnosis and
retained
hashes](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-readiness.md).

Current repair head `de0965984ff3edf611ae6d0e7ca5c7d5ae3947bb`
incorporates master `569c7203aa24b95440682983ce7940ba1d4247bd` (merged
#14961/#15007). All 222 affected adapter tests, adapter-utils/E2E
typechecks, and final 96 variant/grader/retry calibrations pass. The
frozen historical comparator is
`c25697f4260b6f3adfea143c3ae9932e2f42986d`: 8,280 of 8,291 paths
identical, exactly two production instruction paths plus nine declared
unit expectations differ. The operational skill/discovery/environment
repairs, selected model/profile/task/core grader/auth/permissions/retry
policy are identical. Both actual launcher prepare→verify admissions
pass with zero providers. [Immutable manifest and exact
receipts](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-evidence/manifest.json).

One original legacy ACP Claude cell per variant is authorized, with
enforced single campaign attempts, 12-minute deadlines and company/agent
1,000-cent hard stops; every product recovery run/cost is counted.
Actual live outcomes are pending. Current normal CI has one failed
server shard and failed aggregate verify under diagnosis; other normal
gates including typecheck/build/Rust/all eight browser shards pass.
Fresh review completed successfully; the valid historical startup/resume
masking finding was fixed with per-invocation task/chat checks and
strict complete-snapshot capture, calibrated and resolved. Prior heads,
failures and campaigns below remain historical evidence, not checks on
this repair head.

- Prior head `36aa4d81c49a1a8f6f04b1a068fae19aa901955f` is replayed on
merged hiring master `862a5758ba0e88a33232c1f1fa645e85c38a3113`. All 52
current-head checks pass with two intentional Storybook skips, including
repository typecheck/test/build and the browser shard. Fresh Greptile is
5/5 with zero unresolved review threads. Exact-head stock prerequisites
pass 599 assertions (598 TypeScript + 1 Rust), all six gates and
retained receipt verification, zero providers/source errors. Fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`.
Combined catalog/hiring calibrations pass 67 assertions, E2E typecheck
and 26-cell stock discovery pass. Canonical contract/inventory checks
and the later issue-derived reference calibration are retained; that
reference-only follow-up is not live-qualified by earlier frozen runs.
- Prior full repository typecheck/build passed. The complete local
Vitest run executed 14,956 tests: 14,870 passed, 83 skipped, three
timing failures. All three affected files passed unchanged narrow
reruns; original failures remain retained. Current-head CI now passes
the full general checks; the original local failures remain retained.
- The original 24-pair default-manual/shared-prompt comparison has two
new overall classic Claude/OpenCode document-delivery failures plus an
additional legacy ACP Claude document loss beneath an unchanged
credential-guard failure (not closed by later runs), two newly passing
OpenCode ordered cases, seven unchanged failures and 13 unchanged
passes. Equal 15/24 totals do not establish behavioral equivalence.
[Complete original
report](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-stock-harness-live-comparison.md).
- The skill-only repair holds the eight-word manual/shared prompts and
merged #14920 fixed. All four matched profile configurations and 203
fixture/behavior files match. Candidate
`abd0b628ca642c09a54a4edc56a5227402f6686e` varies only the two skill
sources against baseline `bc83fe030234439ac51279502a28803958963e2e`.
[Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060885547)
and [baseline
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060888047)
each pass 571 exact-source prerequisites before providers; all eight
cells clean up successfully. Failed campaigns publish successfully and
remain failed.
- Repair pairs: Claude original Fail → Pass; Claude explicit Pass →
Pass; both OpenCode cases Fail → Fail. Explicit OpenCode's handoff
worsens beneath the unchanged failing UI-link grade: baseline gives a
clickable API URL, candidate gives a code-formatted path without an
anchor. The request's usable-link wording is narrower in the UI-only
oracle. [Complete repair report and safe
projection](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-legacy-document-skill-repair.md).
- The subsequent narrow stock metadata/link correction has two matched
Pass → Pass cases, zero new machine failures/passes and no pending
pairs. Both original-case handoff links remain deficient: candidate uses
a wrong PAP prefix, baseline supplies a bare prefix-less slug path; the
preserved original oracle only requires a durable document. Both
explicit clickable UI-link cases pass revision/content/link grading. All
four exact-source 587-check gates, single assignment runs and cleanup
pass. This does not establish fix causality because baseline also
succeeds. [Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37069547401)
freezes `fe9dc1e3c518825242ed889ab9c8352986f8c2ed`; [matched
baseline](https://github.com/paperclipai/paperclip/actions/runs/37069552374)
freezes `0d7ecfa96d72fba79b7f0a25052b42c0686c0488`. This is a skill-only
comparison with reduced manuals/shared prompts held constant, not a
repeat of the historical-manual comparison. Only original and clarified
explicit classic OpenCode cases are selected, two per variant/four
expected turns. 8,242 other tracked files and both profile hashes match;
protected workflows admit each exact source before credentials.
[Complete qualification
report](https://github.com/paperclipai/paperclip/blob/74d0d3d945f4c52d0814b5a845ab5bd09f33cd6b/doc/plans/2026-10-02-opencode-skill-routing-link-qualification.md).
Candidate original loads Paperclip/reference before saving publicly;
baseline original loads it after writing locally, then saves publicly
within the same assignment. Reported cost totals are $0.0107824490
candidate / $0.0107909015 baseline, with unmetered runtime. The later
reference-only issue-derived link correction is provider-free calibrated
and **not live-qualified** by these frozen runs; no further paid runs.
- Retained tool calls show the repaired original OpenCode assignment
loads only its assigned output skill before writing locally. Operational
Paperclip is first loaded during automatic disposition recovery; its
early recipe is visible then, but it never saves the missing document.
Explicit candidate loads Paperclip and reads the new reference before
saving successfully. All nine actual runs are counted. Reported LLM
totals are $0.3802537209 baseline and $0.4918990161 candidate; local
runtime is unmetered.
- Initial setup, packaging, cancelled/missing-cell recovery, callback
test and relative-output attempts remain retained. No completed provider
failure was rerun. Frozen measurement branches are unchanged by later
canonical metadata maintenance.
- Run `pnpm test:e2e:runner:stock-harness`, `pnpm test:e2e:runner:unit`,
and `pnpm test:e2e:runner:typecheck`. Select `stock-harness` explicitly
for paid execution; it is excluded from `--all`.

Prior-head integration: `36aa4d81c49a1a8f6f04b1a068fae19aa901955f`
replays this PR on merged hiring #14985
(`862a5758ba0e88a33232c1f1fa645e85c38a3113`), preserving the four
explicit custom-CEO-bundle checks, minimal generic manual boundary, and
both suites. The combined fixture catalog and hiring calibrations pass
67 assertions; exact-head stock prerequisites pass 599 assertions (598
TypeScript + 1 Rust), all six gates and retained-receipt verification,
zero providers/source errors, fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`. E2E
typecheck and 26-cell stock discovery pass. Fresh current-head CI passes
all 52 checks with two intentional skips, and fresh Greptile is 5/5 with
zero unresolved review threads.

The prior source-plan browser failure is retained: a deterministic
process fixture replayed its last `fixture:plan` command on
`chat_task_completed`, writing revision 2 with identical body after the
approval handoff. This was not paid provider execution. Rebased
current-head CI passes the same assertion without an old-head retry or a
change to that browser fixture.

The merged hiring change was measured separately on immutable matched
unions, with this reduced/shared/operational context and native
completion guidance held constant. [Complete original two-profile
report](https://github.com/paperclipai/paperclip/blob/f0512647656be78e48abd8c22a3078db8bf6bcd2/doc/plans/2026-10-02-hiring-template-live-comparison.md):
[candidate](https://github.com/paperclipai/paperclip/actions/runs/37075466208)
/ [historical
baseline](https://github.com/paperclipai/paperclip/actions/runs/37075469463),
705 provider-free prerequisites each. Both pairs are unchanged Fail →
Fail on the exact-five count, with six core delivery checks passing all
four cells; 28 actual successful runs include eight automatic completion
wakes, zero retries, four successful cleanups. Source-read coverage is
uncomparable, actual model charges unknown. Separately versioned
provider-free accounting remains analytical work; original verdicts are
preserved. This does not rerun or qualify the completed default-manual
or native campaigns.

## Risks

- Legacy ACP Claude's additional delivery loss is not closed by any
later matched run and blocks the no-extra-failing-behavior merge
criterion. Legacy document delivery may have relied on the prior
manual/shared prompts. The early skill repair improves Claude in one
trial; the later OpenCode pairs pass in both variants and cannot
establish causality or robust recovery. Both original-case links remain
deficient beneath the storage-only grade. The later issue-derived
reference correction has only provider-free validation. Native
finish/block descriptions must not be supplied to legacy agents.
- The comparison holds merged native Codex fix #14920 constant; it
cannot measure that fix's before/after task performance.
- These bounded skill/context/chat workflows do not measure general
coding quality. Unrepresented providers remain unqualified.
- Saved manuals and old Codex sessions are not automatically migrated.
Codex through ACP still has a separate base-instruction follow-up.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution, and delegated PR/eval
work.

## 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 (relevant suites and all
three unchanged narrow reruns pass; complete-run timing failures
retained in Verification)
- [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 on the new repair head
(prior-head checks retained above)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new repair head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:32:42 -05:00
Devin FoleyandPaperclip 6f2ce27ca7 fix(workspaces): prepare checkouts without a local seed config (#14810)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task preparation can create an isolated Git worktree and run its
setup script.
> - The Paperclip repository setup script also prepares a seeded
development instance.
> - A server configured through environment variables can have no local
seed config.
> - This stops ordinary task preparation before the agent starts.
> - This pull request prepares checkout dependencies when no seed source
exists, while preserving errors for invalid sources and existing
development instances.
> - Tasks can start without creating or claiming a seeded development
runtime.

## Linked Issues or Issue Description

**What happened?**

A task with the Paperclip repository fails during setup when the host
has no repository-local or default instance config. The automatic
worktree provisioner requires a seed source even when the task only
needs the checkout.

**Expected behavior**

A plain checkout should prepare its dependencies without a local
development database. A missing custom source, invalid source path, or
existing development instance with a missing source should still fail.
Starting a seeded runtime must still require a valid source.

**Steps to reproduce**

1. Run an environment-configured Paperclip server without a local
instance config.
2. Add the Paperclip repository to a project.
3. Start a task that uses an isolated Git worktree without a custom
provision command.
4. Observe the setup error before agent execution.

**Paperclip version or commit**

Reproduced against `0d3e7bf6ac` with a real script subprocess and
workspace realization regression.

**Deployment mode**

Environment-configured server with external PostgreSQL.

**Additional context**

Searched open and closed GitHub PRs and issues. Related work: Refs
#14795 (seed-source diagnostics) and Refs #11733 (source validation).
This change keeps source validation and seed-readiness checks in place.

## What Changed

- Permit dependency setup when the default seed config is absent
(including the Docker image config path) and the worktree has no
development-instance state.
- Keep missing custom configs, invalid paths, and lost sources for
existing instances as errors.
- Create no config, environment file, or seed manifest for a plain
checkout.
- Keep dependency install failures visible and allow normal instance
setup once a source becomes available.
- Cover the setup script, seed-runtime refusal, and automatic server
worktree realization.
- Document the difference between checkout preparation and
seeded-runtime readiness.

## Verification

- Regression tests failed before the fix for absent-source checkout
preparation and dependency setup.
- `bash -n scripts/provision-worktree.sh`
- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 34 passed; 1 existing flock-dependent test skipped on macOS.
- Server regression — 2 passed, covering an unset config and the Docker
image default path.
- `pnpm build` — passed.
- `pnpm -r typecheck` — passed.
- All CI checks passed, including the full test shards, build,
typecheck, browser tests, and canary dry run.
- The first local `pnpm test:run` encountered two chat-test failures
because skill discovery selected an unrelated parent directory. Both
tests pass at the PR commit in a clean temporary checkout. The full
local run was not completed; the redundant clean run was stopped after
the complete CI suite passed.
- `git diff --check` and added-line secrets/PII scan passed.
- Greptile: 5/5, no comments. The branch has no merge conflicts.
- No live tenant deployment or task retry was performed.

## Risks

- A new checkout with no implicit seed config now completes dependency
setup. It has no seeded development instance. A runtime request still
fails until a valid source exists.
- Existing instances and custom source paths retain their failure
behavior. The script does not synthesize a source from environment
credentials or copy a live database.
- No schema, API, or task-setting changes. Revert the commit to restore
the previous setup behavior.

## Model Used

OpenAI Codex (GPT-6), with tool-assisted analysis, code edits, and local
tests. The runtime did not expose a verified model variant or
context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 10:00:25 -07:00
Devin FoleyandPaperclip ea371b9684 fix: retain project defaults in partial workspace overrides (#14502)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Project workspace policies define how isolated worktrees are set up.
> - Tasks can override a branch without providing every setup field.
> - The resolver currently replaces the entire project strategy with
that partial override.
> - Losing an explicit setup command can run the repository fallback
script and block the task.
> - This pull request keeps enabled project defaults when the task uses
the same strategy type.

## Linked Issues or Issue Description

**What happened?**
A project uses `git_worktree` with `provisionCommand: "true"`. A task
overrides only `baseRef`. The resolver drops the command. Worktree
creation then invokes `scripts/provision-worktree.sh`, which can fail
because its required setup is absent.

**Expected behavior**
A branch override keeps the project's provision, runtime provision, and
teardown commands unless the task explicitly overrides them. A different
strategy type must not inherit those commands.

**Steps to reproduce**
Configure the project with an enabled `git_worktree` strategy and
`provisionCommand: "true"`. Give the task an isolated workspace with a
`git_worktree` strategy and a different `baseRef`. Add a failing
repository fallback provisioner. Before this change, worktree creation
invokes that script. After this change, it uses the project's explicit
command and succeeds.

Related: #4968 concerns agent strategy and working-directory fallback.
#13903 concerns gated API fields and reusable-workspace updates. #11091
concerns provision hooks on workspace reuse. None fixes partial task
overrides discarding project defaults.

## What Changed

- Merge a partial task strategy over the enabled project's strategy only
when their types match.
- Preserve explicit null values when parsing nullable strategy fields,
so they can clear project values.
- Keep explicit empty-string overrides and agent fallback behavior.
- Exclude disabled project strategies and avoid an inherited branch
template when a task pins an existing branch.
- Add policy regression coverage and a real Git worktree test with a
failing fallback script.
- Document inheritance, explicit clearing, and no-op provisioning in the
development guide.

## Verification

- Policy regression: eight failures before the fix; all 41 policy tests
pass after it.
- Real worktree regression: passes and creates a worktree using the
task's base branch without invoking the failing fallback provisioner.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm test:run`: general-server phase completed with 13,873 passed, 86
skipped, and 14 failures in unchanged macOS skills-cache and Git
long-path tests. The same failures reproduce on unmodified base code.
The command stops at that phase, so no full local pass is claimed.
- CI initially failed the existing Telegram subscription recovery test
on a 15-second timeout. The separate fix and investigation are in
#14501. A serialized job also lost its runner; GitHub reported lost
communication, and that job was rerun without source changes. All 52
final-commit checks pass, with two intentional skips. Greptile is 5/5,
with no unresolved comments or merge conflicts. The chat shard passed on
one unchanged rerun. The timeout cause remains unproven; #14501 adds
phase diagnostics for a recurrence.

## Risks

Tasks that specify a partial strategy now retain the project's omitted
fields, including setup and teardown hooks. This is the intended
behavior change. Inheritance requires an enabled project policy and
matching strategy types. Explicit task values still win. Null and empty
commands restore existing runtime defaults; they do not guarantee that
no script runs. Use `"true"` for an explicit no-op provision command. No
migration, live configuration change, or task replay is included.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, terminal tools, and code
execution. The context window size is not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-28 18:09:20 -07:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
DottaandPaperclip 250deab910 fix(runner): keep healthy native sessions alive (#13261)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native sessions keep a provider process and its work alive across
control-plane operations.
> - A hidden 15-minute turn deadline stopped work even when the agent
timeout was zero.
> - A one-hour runner lifetime and fixed connection lease added two more
limits.
> - Recovery also rejected goal commands because it reconstructed their
startup summary with the wrong protocol version.
> - This pull request removes implicit duration limits and renews
authenticated leases in the harness.
> - Healthy sessions can continue without model action or a user
interface change.

## Linked Issues or Issue Description

Refs #13092 and #12845. Related: #13163 covers sandbox recovery after
app restarts; this change covers session duration and lease renewal.

**What happened?**

A native Codex session stopped after 15 minutes while a tool was still
running. The agent had `timeoutSec: 0`. Recovery then rejected a
`session.goal.get` startup command with `invalid provider startup
ownership fence`.

**Expected behavior**

An unlimited session keeps working while its provider and authenticated
controller remain healthy. Lease maintenance is transparent. Explicit
timeouts, cancellation and revoked authority still take effect.

**Steps to reproduce**

Start a native session with `timeoutSec: 0` and run a tool beyond 15
minutes. Before this fix, the runtime cancels the turn. A recovery
startup that uses a goal command also exposes the protocol-version
mismatch.

## What Changed

- Honor the agent turn timeout. Zero disables the timer. Long explicit
durations use timer chunks to avoid Node timer overflow.
- Default native runner lifetime to unlimited. Keep bounded startup,
reconnect and control-operation deadlines.
- Renew leases over the authenticated connection. Persist renewal before
the reply. Validate identity, epoch and expiry. Handle duplicate
requests and a lost reply on reconnect.
- Freeze renewal during warm ownership transitions and terminal
handling.
- Validate persisted goal startup commands with protocol v2.
- Add duration, renewal, ownership, recovery and real-process regression
tests. Update runner protocol and recovery docs.
- Add no UI components or controls. Renewal requires no model output or
user action.

## Verification

Current head: `348e369c35c5da8bb8be378f4b35dcf6f40882e7`. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34649767113).

- All 32 checks pass on this head. The two Storybook checks are skipped
as expected. CI includes full build, typecheck, runner verification,
browser suites, server tests and the canary package dry run.
- Greptile reports 5/5 on this head. All review threads are resolved,
and the security scan passes.
- Passed `pnpm -r typecheck` and `pnpm build` locally.
- Passed 219 native-runtime and controller tests, including fake-clock
tests for three weeks of renewal and 30-day explicit timeouts. Six
denial tests confirm that renewal cannot extend expired, revoked or
mismatched authority.
- Passed 337 executor, cancellation and restart-recovery tests, plus 278
Rust runner-core library tests.
- Passed a real runner with a silent fake Codex provider across its
original lease expiry. Runner PID, provider PID, thread and active turn
stayed unchanged. Warm-attach recovery tests also pass.
- Passed all 83 plugin-worker tests and 159 of 161 workspace-runtime
tests locally. The two remaining assertions passed with a canonical
macOS temporary directory, as did the changed runtime fixture. The full
affected server shard passes in CI.
- An unchanged GitHub callback-ordering test failed once in CI, passed
locally in isolation, and passed its one test-shard retry. The final CI
summary is successful.
- The full local `pnpm test:run` sweep was interrupted after dependency
setup failures and load-related timeouts. Identified failing suites
passed in isolated reruns after the dependency repair. The complete test
matrix passed remotely in CI.

## Risks

- Deploy the controller and runner together to enable renewal. Older
peers keep their existing bounded lease behavior.
- Unlimited runtime permits long resource use until completion, explicit
cancellation, configured timeout or loss of valid authority.
- Lease renewal changes authenticated protocol handling. Regression
tests cover stale, revoked and mismatched authority, lost replies and
warm handoff behavior.
- Simulated multi-week tests and a real lease-boundary test do not
constitute a weeks-long production soak.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, code execution
and TypeScript/Rust test tools. The exact backend revision and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 17:09:43 -05:00
DottaandPaperclip 1cc45086d3 feat: use the responsible person's GitHub for shared agent operations (#13005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Several people can send instructions to the same agent and task.
> - A fixed GitHub token in the provider process can keep the first
person's access after another person's message is accepted.
> - Task ownership cannot select credentials for each accepted
instruction or preserve the identity of an operation already in
progress.
> - This pull request records ordered execution identity contexts and
resolves credentials when managed Git, gh, or GitHub tools start.
> - The benefit is automatic personal GitHub access for shared agents,
with durable continuation rules and no teammate credential fallback.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: orchestration, connection grants, database, runtime
adapters, native runners, and run details.

**Problem or motivation**

A shared agent must use the person whose instructions it has accepted. A
queued message must retain its author. A retry or approval without new
instructions must retain the originating identity. GitHub must remain
optional for ordinary work.

**Proposed solution**

Persist execution identity separately from task ownership. Give new
processes a run-scoped broker capability and token-free managed
launchers. Capture identity at operation start. Keep an explicit
dedicated-agent grant as an override. Show redacted diagnostics in run
details.

**Alternatives considered**

Per-task ownership, fixed provider tokens, and mutable repository author
configuration do not handle accepted steering or concurrent operations.
A manual account-selection action would add unnecessary setup to each
turn.

**Roadmap alignment**

This completes the existing Multiple Human Users, MCP Tool Gateway &
Apps, Secrets Manager, and Self-healing Runs capabilities. The
implementation follows the maintainer-approved plan.

Related work: Refs #12843, Refs #12907. Existing proposals #4618 and
#8945 cover per-agent or per-worktree author configuration. This change
instead follows the accepted human instruction across runtime types.
Refs #11831 for governed personal connection delegation; this change
preserves connection audience checks and does not use standing
delegation as a personal credential fallback.

## What Changed

- Add durable, ordered identity contexts and active run references.
Preserve message authors through consolidation, steering, retries,
delegation, approvals, routines, and restart.
- Add an authenticated operation-time GitHub credential broker and
local/remote managed git and gh launchers. Keep personal tokens out of
the long-lived provider process.
- Resolve GitHub gateway and server-side Git operations through the same
responsible-person or dedicated-grant selection rules.
- Make absent and unavailable GitHub credentials non-blocking at generic
startup. Clear host and prior-person credentials. Keep anonymous Git
access where supported.
- Add run-detail identity history and the dedicated-account warning.
Keep task ownership and queue-versus-steer decisions unchanged.
- Preserve personal OAuth declarations through connection edits. Retain
exact selected grants in the gateway.
- Fix continuation races found during real acceptance: verify a warm
owner before credential rotation, and wait for bounded durable runner
suspension before the next run starts.
- Make migrations replay-safe. Retain identity through agent/run
deletion, remove it with its company, and clean terminal launcher
directories before releasing execution environments. Document
coordinated release and rollback.

## Verification

- Full workspace typecheck, build, and token gates passed. The complete
local suite passed in its normal test groups: 17,120 passing tests,
including all 143 serialized server suites. After integrating the newly
merged runner API work, full local typecheck and build passed again,
along with 890 focused integration tests. All 31 checks on the
integrated revision passed, including build, browser E2E, release
registry, canary dry run, typecheck, security and all test suites.
Greptile is 5/5 with all review threads resolved.
- Current focused checks passed: 142 native executor tests, 67 runtime
lifecycle tests, 9 durable identity tests, 75 credential/routine tests,
19 low-trust/resumption tests, and the executable migration replay test.
- Authenticated browser acceptance with two Paperclip users and two
GitHub accounts on one shared native agent passed. Real commits and
pushes followed A → B accepted steering → queued A continuation in the
same saved conversation. GitHub commit author and committer identities
matched all three operations. Both runs succeeded and task ownership
stayed unchanged.
- Real GitHub MCP calls switched from A to B after accepted steering. A
delegated subtask retained its originating identity across a server
restart.
- Disabling B's GitHub connection left ordinary work successful. Managed
gh was unauthenticated and the provider had no inherited GH_TOKEN or
GITHUB_TOKEN.
- The browser displayed run-detail diagnostics and the exact
dedicated-account warning. A final controller-restart check followed by
another-person continuation retained the conversation, selected the
correct GitHub login and Git author, and removed each terminal launcher
directory.
- Company-lifetime migration and all five previously failing CI suites
passed locally (167 tests). Same-token gateway A → B → A and six
broker/launcher boundary tests passed.
- Remote callback, launcher, sandbox, and runtime contract tests passed.
Both native and legacy Codex completed actual Daytona executions on the
integrated revision ([campaign
results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)).
The remote package-manager shim staging regression also passed locally.

## Risks

- Deploy the migrations, server broker, launchers, and runner artifacts
together. Existing processes finish with their original contract. New
managed processes need the broker endpoint for GitHub operations.
- Finish or stop new managed executions before rolling application code
back. Keep the additive schema and identity history during rollback.
- Scripts that require a persistent raw GH_TOKEN must use managed git,
gh, or GitHub gateway tools. Run capabilities authorize code executing
within that run to acquire its current identity; this is not
hostile-code isolation within one execution principal. Managed commands
prevent automatic credential carryover; arbitrary code deliberately
copying a credential is outside that boundary.
- Uncertain steering acknowledgement deliberately holds new credential
acquisition until reconciliation. Already-started operations retain
their captured identity.
- GitHub private access and provider outages can still fail the specific
operation that needs them. Dedicated grant failure does not fall back to
personal access.

## Model Used

OpenAI GPT-6 through Codex assisted implementation, review, shell
execution, and browser acceptance. The exact model variant and
context-window size are not exposed in this session. Tool use included
TypeScript and Rust tests, database integration tests, GitHub CLI, and
authenticated browser control.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 14:32:20 -05:00
DottaandPaperclip 14c7efa068 fix(workspaces): enable UI hot reload by default (#12612)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed worktrees can run a Paperclip development server for each
task
> - The managed runtime used the built UI when its service did not set
the UI development middleware option
> - This made new UI source changes require a manual build instead of a
hot reload
> - The runtime must supply the development default while it must keep
an explicit operator choice
> - This pull request enables the UI development middleware for new
managed Paperclip development services
> - The benefit is that UI edits appear in the managed worktree browser
without a manual build

## Linked Issues or Issue Description

**What happened?**

A new managed Paperclip development worktree served the built UI by
default. An operator had to set `PAPERCLIP_UI_DEV_MIDDLEWARE=true`
before UI source changes could hot reload.

**Expected behavior**

New managed Paperclip development worktrees must enable the UI
development middleware by default. An explicit
`PAPERCLIP_UI_DEV_MIDDLEWARE=false` value must continue to disable it.

**Steps to reproduce**

1. Start a managed Paperclip development service without
`PAPERCLIP_UI_DEV_MIDDLEWARE`.
2. Open its UI.
3. Change a UI source file.
4. Observe that the browser does not receive the change until the UI is
built again.

**Paperclip version or commit**

This was reproduced on `317394456` from `master`.

**Deployment mode**

Local development with a managed worktree runtime.

## What Changed

- Set `PAPERCLIP_UI_DEV_MIDDLEWARE=true` for managed `paperclip-dev`
services when the service does not set a value.
- Keep explicit service values, including `false`.
- Add a regression test and document the default and the opt-out.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts -t "enables UI dev middleware by
default"`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,397 passing tests. Four existing
runtime-port tests could not use ports `42000` and `52000` because a
live managed runtime owns those ports on this host. The new regression
test passed separately.

## Risks

- Risk is low. The change applies only to managed services named
`paperclip-dev`.
- A service can keep the built UI by setting
`PAPERCLIP_UI_DEV_MIDDLEWARE=false`.
- There is no database or API contract change.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`, hosted Codex context window, high
reasoning, tool use, code execution, and multi-file repository 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 10:06:53 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #11965

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip b51112798f feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections must work in both the operator UI and agent tool
gateway.
> - The first stack layer adds secure remote connections.
> - Operators still need clear setup, test, and recovery states.
> - This pull request adds the gateway behavior and the workspace
connection experience.
> - The benefit is a connection flow that is easier to understand and
recover.

## Linked Issues or Issue Description

Refs #11965

This is stack 2 of 11. It depends on stack 1 and replaces another
reviewable part of #11965.

## What Changed

- Improve remote tool gateway connection behavior.
- Add clearer app setup, test, and recovery states.
- Add focused server and UI tests for the new paths.
- Keep the diff isolated from later identity and catalog work.
- Stabilize DNS-pinned remote HTTP protocol fixtures and the
managed-runtime public-origin fixture for this independently tested
layer.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts` (150 passed)
- `pnpm test:run`
- `pnpm check:token-gates`
- `pnpm build`

## Risks

- Gateway errors now surface through new user-facing states.
- A stale connection can require a new setup attempt.
- The change does not add a database migration.
- The injected HTTP transport and public URL are test-only fixtures;
production DNS pinning and runtime behavior are unchanged.

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

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
Dotta 8da49d6ea7 fix(ci): make runner image tests deterministic (#12452)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Pull request checks protect the runtime and authorization boundaries
> - The same checks must produce the same result on GitHub and RunsOn
Ubuntu images
> - One runtime test assumed that a shell PID always owns the listening
socket
> - One watchdog test denied issue reads while it tried to test
assignment denial
> - These assumptions caused image-sensitive failures during the AWS
runner canary
> - This pull request tests the production contracts directly
> - The benefit is a reliable CI result across both runner images

## Linked Issues or Issue Description

Refs #12350

## What Changed

- Verify stale service ownership through the existing process-group
ownership helper.
- Allow normal issue reads in the watchdog reassignment fixture.
- Assert that the watchdog reassignment reaches and denies the
`tasks:assign` guard.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts
-t "does not reuse a stopped auto-port service port while another
process owns it"`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts -t
"still enforces normal assignment guards for watchdog reassignment"`
- Ran the complete issue agent mutation ownership suite six times. All
522 test executions passed.
- Ran the runtime regression case eight times. All eight test executions
passed.

## Risks

- Low risk. This pull request changes test fixtures and assertions only.
- The process-group assertion matches the ownership rule that the
runtime already uses.
- The watchdog fixture still denies `issue:mutate` and `tasks:assign`.

## Model Used

- OpenAI Codex with GPT-5.6 (`gpt-5.6-sol`). The model used reasoning,
tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes, Closes, or
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes. No
documentation change is required for this test-only fix.
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-28 13:01:59 -05:00
Nicky LeachandPaperclip a14e51d592 refactor(environment): classify environment capabilities from static driver definitions (#12045)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environment runtime drivers provide workspace, lease, and custom
image behavior
> - Runtime code used driver identity checks and several
capability-specific members
> - These checks spread capability rules across the runtime and made new
drivers harder to verify
> - This pull request adds one general capability classifier and one
static driver support table
> - The benefit is one fail-closed capability model that keeps current
behavior and supports future drivers

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Environment runtime capability checks for workspace realization, custom
images, lease capabilities, and duplex authorization.

**Subsystem affected**

Cross-cutting (multiple of the above)

**Current behavior**

The runtime selects several capability paths from driver identity and
separate capability members. Custom image gates also trust provider
declarations without checking every matching live worker method.

**Proposed behavior**

The runtime uses one general capability classifier and one static
support table. Custom image gates require both the provider declaration
and every matching live worker method. The public capability names
remain unchanged.

**Reason and benefit**

The change keeps capability rules in one place. It removes identity
conditions from runtime consumers and makes unsupported drivers fail
closed.

**Breaking changes**

None. The public names sandboxCapabilities, sandboxProviders, and
EffectiveSandboxCapabilities remain available.

## What Changed

- Add classifyEnvironmentCapabilities and static support definitions for
all four driver families.
- Add resolveCapabilities to every environment runtime driver.
- Move driver traits into environment-driver-traits.ts and migrate
runtime consumers.
- Require provider declarations and matching live worker methods for all
custom image gates.
- Migrate duplex authorization to the general resolver and remove the
dead sandbox-only member.
- Delete the unused resolveEffectiveSandboxCapabilities wrapper and
update its test.

## Verification

- pnpm --filter @paperclipai/server typecheck
- pnpm exec vitest run
server/src/__tests__/environment-capability-contract.test.ts
server/src/__tests__/environment-runtime.test.ts — 92 tests pass
- pnpm exec vitest run
server/src/__tests__/environment-driver-traits.test.ts
server/src/__tests__/general-capability-classifier.test.ts — 12 tests
pass
- pnpm exec vitest run
server/src/__tests__/environment-custom-images-service.test.ts
server/src/__tests__/environment-execution-target-capabilities.test.ts
server/src/__tests__/environment-execution-target-duplex.test.ts
server/src/__tests__/environment-execution-target-duplex-kill-switch.test.ts
— 66 tests pass

## Risks

The main risk is a capability gate that denies a valid driver or permits
an invalid driver. The static support matrix, live worker method checks,
and regression tests reduce this risk. No database, public API, or
published type name changes.

## Model Used

OpenAI Codex, GPT-5, with tool use and code execution. The deployment
does not provide a separate context-window value.

## 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 (for example, docs/... or
fix/...) and contains no internal Paperclip ticket id or
instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-23 21:24:59 -07:00
14027df09e fix(workspaces): read process cwd on macOS so port-owner adoption works (#11763)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A workspace can run a shared local service, such as a dev server, on
an automatic port
> - Paperclip adopts a live service again after it loses the runtime
registry state
> - Paperclip must first prove that the port owner runs inside the
workspace
> - Linux reads the process working directory from `/proc/<pid>/cwd`
> - macOS has no `/proc`, so the check returned `null` and adoption
always failed
> - This pull request reads the process working directory with `lsof` on
macOS
> - The benefit is that macOS keeps a healthy live service after startup
reconciliation, instead of recording it as stopped

## Linked Issues or Issue Description

Closes #9911. That pull request reports the same defect and was opened
first, on 2026-07-20. Its checks have been red since that day, because
its inline issue description does not use the label format the gate
parses. It has had no author activity since. This pull request keeps
that author's test-fixture commit, with the author unchanged, and adds
NUL-delimited parsing, adoption-boundary tests, and fail-closed Darwin
registry handling. Maintainers may prefer to land #9911 instead. I will
close this one again if they do.

This pull request replaces #11600, which I closed earlier as a
duplicate. It carries the same work, rebased onto current `master`, with
the review feedback from that pull request applied.

No public issue exists. The problem follows.

**What happened?**

On macOS, `readLocalServiceProcessCwd` returned `null`. Startup
reconciliation found a live port owner, but it could not verify the
working directory. It rejected the candidate and recorded the live
service as stopped.

**Expected behavior**

Paperclip adopts a healthy port owner when the working directory is
inside the requested workspace. Paperclip rejects the process when the
working directory is outside the workspace, or when it cannot be read.

**Steps to reproduce**

1. Build Paperclip from source on macOS.
2. Start a shared workspace runtime service on an automatic port.
3. Remove the runtime registry state while the service stays alive.
4. Run startup reconciliation.
5. Read the result. Unpatched `master` reports `adopted: 0` and
`stopped: 1`.

**Paperclip version or commit**

This branch is based on `master` at
`7c8064da1b35527865c1d523c9f0016e304ae46d`.

**Deployment mode**

Local development from source.

**Installation method**

Built from source with pnpm.

**Operating system**

macOS 26.4, Darwin 25.4.0, arm64.

**Node.js version**

Node.js 22.22.2 on macOS. Node.js 24.19.0 on Linux. pnpm 9.15.4.

## Darwin Registry Adoption Now Fails Closed

This pull request changes one existing Darwin registry-adoption behavior
in addition to enabling port-owner adoption.

Before this change, `readLocalServiceProcessCwd` always returned `null`
on Darwin. `isLocalServiceRegistryCwdCompatible` treated a null cwd as
compatible on every non-Linux platform, so a service with an existing
registry record could still be adopted when its port owner, process
group, and command matched, even though Paperclip had not verified the
process's real working directory.

Darwin can now inspect the process cwd through `lsof`. If that
inspection returns `null` — including a missing `lsof`, a command
failure, or missing cwd output — registry-backed adoption now fails
closed and the stale registry record is removed.

This is a deliberate behavior change. It prevents a failed Darwin cwd
probe from silently falling back to trusting stored registry metadata.
The no-registry port-owner path already rejected a null cwd before this
pull request, so its failure behavior has not changed.

## What Changed

- Add a Darwin branch to `readLocalServiceProcessCwd`.
- Run `lsof -a -d cwd -p <pid> -F0n` to read the process working
directory.
- Parse the NUL-delimited field output.
- Do not trim the path. Do not split it on newlines. A directory name
can contain a trailing space or a newline, and a changed path would name
a different directory.
- Keep the Linux `/proc/<pid>/cwd` path unchanged.
- Return `null` for an invalid pid, a missing `lsof`, a command error,
or missing output.
- Reject a Darwin registry record when the working directory cannot be
read. Darwin can now read it, so a failed read means the check failed.
It no longer means the platform has no way to check.
- Keep the registry fallback only on platforms that cannot read a
process working directory.
- Run the existing foreign-workspace rejection test on macOS.
- Add a test: Paperclip adopts a port owner inside the workspace when no
registry record exists.
- Add a test: Paperclip rejects a listener in a sibling directory that
differs only by a trailing space.
- Add helper tests for newline and whitespace parsing, an invalid pid,
and a missing `lsof` binary.
- Resolve the branch-containment temporary repository root before the
path comparison. This test-only commit comes from #9911 and keeps its
author.

## Verification

Head of this branch: `2be1b74746d8a0db4b680062f0c57995a6ff3912`.

**Linux, on this head**

```sh
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/workspace-runtime.test.ts \
  src/__tests__/heartbeat-workspace-branch-containment.test.ts
```

Result: 138/138 pass. `workspace-runtime.test.ts` is 132/132.
`heartbeat-workspace-branch-containment.test.ts` is 6/6.

**macOS, on this head**

macOS 26.4, Darwin 25.4.0, arm64, Node.js 22.22.2, pnpm 9.15.4.

- Controlled baseline: `workspace runtime startup reconciliation >
adopts a live auto-port shared service after runtime state is reset`
fails on the rebase base `7c8064da1b35527865c1d523c9f0016e304ae46d` and
reports `adopted: 0`, `stopped: 1`. The same test passes on this head.
That test uses the normal managed start path, which starts the service
detached.
- Focused working-directory, registry, adoption, and boundary tests: 8/8
pass.
- `heartbeat-workspace-branch-containment.test.ts`: 6/6 pass. Two
assertions failed before the fixture change, because `/var/...` and
`/private/var/...` name the same macOS directory.
- Server typecheck: pass.
- Full `workspace-runtime.test.ts`: 131/132 pass.

The one failure is `realizeExecutionWorkspace > records teardown and
cleanup operations when a recorder is provided`:

```text
expected: /var/folders/...
received: /private/var/folders/...
```

I ran that same test alone on the rebase base `7c8064da`, with no patch
applied, and got the identical failure. It is a pre-existing macOS
fixture that builds a path from `os.tmpdir()` and compares it against a
realpath. It does not run the changed adoption path. This description
does not claim the whole file is green on macOS.

**macOS listener evidence**

In the `adopts a port owner running inside the workspace when the
registry record is gone` scenario, the auto-port listener bound port
`54360`:

```text
COMMAND  PID   USER          FD   TYPE  DEVICE              SIZE/OFF NODE NAME
node    6808   <local-user>  12u  IPv4  0xee4e36b2c8c094cf  0t0      TCP 127.0.0.1:54360 (LISTEN)
```

To hold the listener open long enough to capture this, that one
diagnostic run added a temporary pause, which exceeded the Vitest
timeout. The pause was reverted, the unmodified test was run again on
this head, and it passed 1/1. The process and the port were then
released.

Note for maintainers: an existing test already covered this defect. That
test never runs on macOS, because CI runs on Linux. A macOS job would
have caught it in July.

## Risks

Low risk.

- Linux keeps the existing procfs implementation.
- Other platforms keep the existing registry fallback.
- macOS makes one extra `lsof` call, and only when it must read a
process working directory.
- A probe failure returns `null`.
- Darwin port-owner adoption and Darwin registry adoption both fail
closed.
- The parser keeps significant whitespace and embedded newlines.
- There is no database migration and no API change.

## Model Used

Claude Opus 5 (`claude-opus-5`), with extended thinking, tool use, and
code execution. It wrote the original implementation and the adoption
tests, reviewed the branch, ran the Linux test suite, rebased onto
current `master`, and prepared this text. OpenAI GPT-5.6-sol, through
Hermes Agent, added the failure-mode coverage and ran the macOS checks.
A human reviewed the change and controls publication.

## 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 (see Verification for the
one disclosed macOS baseline failure)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (this
change affects an internal helper and tests only)
- [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: tim <tf00185077@i-mps.com>
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: scbailey-build <scott@bequall.com>
2026-08-21 16:03:43 -07:00
417336f8be fix(workspaces): attach PR preparation to existing branches (#11703)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces isolate an agent task from the primary
checkout.
> - Pull request preparation can need a branch that already contains
completed work.
> - The workspace policy could not require an exact existing branch.
> - Workspace cleanup also treated worktree creation as branch
ownership.
> - This pull request adds an exact existing-branch policy and separate
branch ownership metadata.
> - The benefit is safe pull request preparation that preserves every
existing commit and operator-owned branch.

## Linked Issues or Issue Description

**What happened?**

A pull request preparation run could not pin its execution workspace to
an exact existing branch. Workspace reuse and cleanup could also confuse
worktree creation with branch ownership.

**Expected behavior**

The run must attach only to the requested branch in an isolated Git
worktree. It must fail if the branch is missing, busy, or inconsistent.
Cleanup must not delete a branch that Paperclip does not own.

**Steps to reproduce**

1. Create a branch that contains completed work.
2. Configure a pull request preparation task to use that branch.
3. Start the task and observe that the prior policy cannot require the
exact branch.

**Paperclip version or commit**

This behavior reproduces on the base revision before this pull request.

**Deployment mode**

Local development with isolated Git worktrees.

## What Changed

- Add `existingBranch` to the execution workspace policy and shared
validation contracts.
- Require `existingBranch` to use an isolated Git worktree and reject
conflicting branch templates.
- Attach to the exact branch without creating, renaming, resetting, or
deleting it.
- Track branch ownership separately from worktree creation and use that
ownership during cleanup.
- Return HTTP 422 for invalid existing-branch settings on every
issue-producing route.
- Add a bounded repair script for existing pull request preparation
tasks.
- Add focused policy, route, heartbeat, runtime, and ready-comment
tests.
- Document the exact-branch behavior and safety rules.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/issue-existing-branch-validation-status.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/services/workspace-runtime-exposure.test.ts
server/src/services/workspace-runtime-ready-comment.test.ts` passed 335
tests.
- `pnpm -r typecheck` passed for all workspace projects.
- `pnpm test:run` passed 4,431 tests. Two unrelated embedded-Postgres
setup hooks timed out under aggregate load. Their isolated rerun passed
74 tests.
- `pnpm build` passed for all workspace projects.
- The two review regressions passed with 139 unrelated tests skipped.
- All latest-head CI gates passed after one unrelated timing-sensitive
test passed on rerun.
- Greptile scored the latest head 5/5 with no unresolved review threads.

## Risks

- Invalid workspace settings now return HTTP 422 instead of a generic
validation response.
- The exact branch must already exist and must not be checked out by
another worktree.
- The new policy fails closed when it cannot prove branch identity or
ownership.
- This change has no database migration.

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

## Model Used

OpenAI Codex from the GPT-5 family assisted with this change. The
runtime did not expose its exact deployment ID or context window. The
agent used high-reasoning mode, repository tools, shell execution, and
code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:23:18 -05:00
Nicky LeachandPaperclip 69590890d4 Fix remote-only workspace base refs and pre-adapter retry loops (#11892)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces give each run an isolated directory and a
selected base ref
> - A remote-only base ref can fail before `git worktree add` when the
ref is not local
> - A setup failure before adapter dispatch must block the run without
an agent-only retry
> - This pull request resolves both remote-tracking ref forms and bounds
recovery for the same unresolved ref
> - The benefit is correct workspace setup and no repeated pre-adapter
recovery loop

## Linked Issues or Issue Description

This PR has no existing public issue. It addresses a workspace setup
bug.

**What happened?**

A remote-only base ref could fail before `git worktree add`. A setup
failure before adapter dispatch could also queue an agent-only
missing-comment retry.

**Expected behavior**

Paperclip must resolve `fix/foo` and `origin/fix/foo` before it creates
a worktree. An unresolved ref must create a human-owned configuration
blocker. Paperclip must not queue an agent-only retry when the adapter
never starts.

**Steps to reproduce**

1. Configure an execution workspace with a base ref that exists only on
the remote.
2. Start a run that creates a fresh worktree.
3. Repeat the run with the same unresolved ref.
4. Observe one configuration blocker and no repeated agent-only recovery
action.

**Paperclip version or commit**

`7664e323189bc219d8cbe00433b2e82b682b0504`

**Deployment mode**

Built from source with `pnpm dev`.

**Agent adapter(s) involved**

Not adapter-specific. The failure occurs before adapter dispatch.

**Database mode**

Not database-related.

**Access context**

Both board and agent execution paths can use execution workspaces.

Related public pull request: `Refs #11123`.

## What Changed

- Resolve remote-only base refs with the authenticated fetch helper
before `git worktree add`.
- Support both unqualified refs and remote-tracking refs.
- Raise a `configuration_incomplete` blocker when the requested ref
remains unresolved.
- Suppress missing-comment retries when setup fails before adapter
dispatch.
- Add the requested ref to the recovery fingerprint to bound identical
recovery actions.
- Add focused tests and update the execution semantics document.

## Verification

- `tsc --noEmit` passed for the changed server code.
- Focused Vitest suites passed, including four base-ref tests,
fingerprint deduplication, and pre-adapter retry suppression.
- GitHub Actions must run the full pull request gate.

## Risks

Low risk. The change affects workspace setup before adapter dispatch.
Existing worktree reuse remains unchanged. An unresolved ref now creates
a clear configuration blocker instead of starting an adapter run.

## Model Used

OpenAI GPT-5; exact model ID `gpt-5`; agentic tool use and repository
review.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 13:09:44 -07:00
Nicky LeachandPaperclip 9af1e75629 fix(server): handle the runtime service exit persist when a parent row is gone (#11861)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A runtime service (e.g. a dev server an agent started) runs as a
child process tracked against a project row
> - When that child exits on its own, the host records its terminal
status in the database as a detached, best-effort persist
> - A caller can delete the project (or company) while the child still
runs, so the `project_id` foreign key rejects that persist, and the
detached write had no error handler, turning the rejection into an
unhandled crash
> - This pull request wraps the exit-time persist in a try/catch and
logs the failure instead of crashing the host
> - The benefit is a host that survives a project deleted out from under
a still-running runtime service, instead of taking down the whole
process on an unrelated cleanup

## Linked Issues or Issue Description

No existing GitHub issue covers this. Filing it directly here, following
the bug report template.

**What happened?**

`registerRuntimeService`'s child `exit` handler in
`server/src/services/workspace-runtime.ts` runs a detached, unawaited
persist of the terminal service status. If the parent project row was
deleted while the service was still running, the `project_id` foreign
key rejects the write. The detached persist had no error handler, so the
rejection surfaced as an unhandled promise rejection and could crash the
host.

**Expected behavior**

The exit-time persist is best effort: every error inside it is caught
and logged, so a foreign-key rejection (or any other persist failure)
never crashes the host.

**Steps to reproduce**

1. Start a runtime service tied to a project.
2. Delete the project (or company) while the service is still running.
3. Let the child process exit on its own.
4. Observe the detached persist throws an unhandled foreign-key error.

**Paperclip version or commit**

`933749e01f74e82ce5d315c071be534d04e01158`

**Deployment mode**

Local dev (`pnpm dev`) and server unit tests (embedded Postgres).

**Agent adapter(s) involved**

None — this is runtime-service lifecycle infrastructure, not
adapter-specific.

**Database mode**

Embedded/managed Postgres — the fix concerns the `project_id` foreign
key on the runtime-service table.

**Access context**

Any board or agent path that starts a runtime service (e.g. a dev
server) tied to a project that can later be deleted.

## What Changed

- Wrap the exit-handler's `cleanupRecordExposure` /
`removeLocalServiceRegistryRecord` / `persistRuntimeServiceRecord`
sequence in a try/catch; log a warning on failure instead of letting the
rejection escape.
- Terminate real child processes in the embedded-postgres test teardown
before the row deletes, so a left-over child does not exit later and
write a row that references an already-deleted project.

## Verification

- `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts`
covers the new exit-persist-after-parent-delete regression case. This
suite spins up embedded Postgres and did not finish inside this review's
local time budget, so I did not confirm a local pass — deferring to CI,
which runs it as part of the normal server test job.

## Risks

Low risk. The change only adds error handling around an existing
best-effort, detached persist — it does not change the happy-path
behavior or the persisted schema. A persist failure is now logged
instead of crashing the host, which is strictly safer.

## Model Used

Claude, Sonnet 5 (claude-sonnet-5); assisted with repository-grounded
diff review and drafted this PR description from the commit and code
history. No functional code in this PR was authored by Claude — the fix
itself is Priya Raman's, preserved with original authorship intact.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 09:02:36 -07:00
f674f2ca31 build(deps): bump chokidar from 4.0.3 to 5.0.0 (#11720)
Bumps [chokidar](https://github.com/paulmillr/chokidar) from 4.0.3 to
5.0.0.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/paulmillr/chokidar/releases">chokidar's
releases</a>.</em></p>
<blockquote>
<h2>5.0.0</h2>
<ul>
<li>Make the package ESM-only. Reduces on-disk package size from ~150kb
to ~80kb</li>
<li>Increase minimum node.js version to v20.19. The versions starting
from it support loading esm files from cjs</li>
<li>fix: Make types more precise <a
href="https://redirect.github.com/paulmillr/chokidar/pull/1424">paulmillr/chokidar#1424</a></li>
<li>perf: re-use double slash regex <a
href="https://redirect.github.com/paulmillr/chokidar/pull/1435">paulmillr/chokidar#1435</a></li>
<li>Update readdirp to ESM-only v5</li>
<li>Lots of minor improvements in tests</li>
<li>Increase security of NPM releases. Switch to token-less Trusted
Publishing, with help of <a
href="https://github.com/paulmillr/jsbt">jsbt</a></li>
<li>Switch compilation mode to isolatedDeclaration-based typescript for
simplified auto-generated docs</li>
</ul>
<h2>New Contributors</h2>
<ul>
<li><a href="https://github.com/mhkeller"><code>@​mhkeller</code></a>
made their first contribution in <a
href="https://redirect.github.com/paulmillr/chokidar/pull/1426">paulmillr/chokidar#1426</a></li>
<li><a href="https://github.com/btea"><code>@​btea</code></a> made their
first contribution in <a
href="https://redirect.github.com/paulmillr/chokidar/pull/1432">paulmillr/chokidar#1432</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/paulmillr/chokidar/compare/4.0.3...5.0.0">https://github.com/paulmillr/chokidar/compare/4.0.3...5.0.0</a></p>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/paulmillr/chokidar/commit/c0c8d20e49d337491891078d1081bf91bd178de6"><code>c0c8d20</code></a>
Release 5.0.0.</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/b211ceca34b1d30326334de21ed30b4a4ceb4c7e"><code>b211cec</code></a>
Remove src from npm</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/87422468fd353426a53a78788b8718979c8725cc"><code>8742246</code></a>
Upgrade dev deps, jsbt, ci files. Upgrade readdirp to v5.</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/de5a34c3cccf2d6fc812a6080e29fb4dd1583ec1"><code>de5a34c</code></a>
Merge pull request <a
href="https://redirect.github.com/paulmillr/chokidar/issues/1442">#1442</a>
from paulmillr/flaky-buns</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/c08a6c4ed6a67b2cb16f61592f763b33e6bce7d3"><code>c08a6c4</code></a>
fix: throttle based on dir + target</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/0c55ab3b049682fae9c1ee278ebc964dbfb92f08"><code>0c55ab3</code></a>
test: wait for explicit calls in directory test</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/ce81be5a51ae72920649e2a74aeba86688c2a5ee"><code>ce81be5</code></a>
perf: re-use double slash regex (<a
href="https://redirect.github.com/paulmillr/chokidar/issues/1435">#1435</a>)</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/7d9c1ed27d2b9150077601677a8a8bad27b8f3da"><code>7d9c1ed</code></a>
Merge pull request <a
href="https://redirect.github.com/paulmillr/chokidar/issues/1433">#1433</a>
from paulmillr/super-matrices</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/391554143f582fe78f7d37cf54b834c42f84652b"><code>3915541</code></a>
Merge pull request <a
href="https://redirect.github.com/paulmillr/chokidar/issues/1430">#1430</a>
from paulmillr/esm-only</li>
<li><a
href="https://github.com/paulmillr/chokidar/commit/9308bedee986abac912100e4bcc4823a1504a10f"><code>9308bed</code></a>
chore: use Nodejs 24 in CI (<a
href="https://redirect.github.com/paulmillr/chokidar/issues/1432">#1432</a>)</li>
<li>Additional commits viewable in <a
href="https://github.com/paulmillr/chokidar/compare/4.0.3...5.0.0">compare
view</a></li>
</ul>
</details>
<details>
<summary>Maintainer changes</summary>
<p>This version was pushed to npm by <a
href="https://www.npmjs.com/~GitHub%20Actions">GitHub Actions</a>, a new
releaser for chokidar since your current version.</p>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-20 15:28:55 -07:00
Nicky LeachandPaperclip 5a1ce7aed8 fix(server): stamp built commit into service.version (#11748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server emits OpenTelemetry spans so operators can trace agent
work
> - Each span needs a service version that identifies the code that
produced it
> - The current service version comes from a static environment value
and can become stale after a rebuild
> - This pull request records the built commit and resolves the service
version from the build stamp, runtime Git, the environment, or an
unknown fallback
> - The benefit is trace data that identifies the correct built commit
during development and deployment

## Linked Issues or Issue Description

**What happened?**

The server used a static `OTEL_SERVICE_VERSION` value for every
OpenTelemetry span. Rebuilds could produce traces with an old commit
value.

**Expected behavior**

The server should report the built commit when a build stamp exists. It
should use runtime Git, the environment value, or `unknown` as fallback.

**Steps to reproduce**

1. Set `OTEL_SERVICE_VERSION` to an old commit value.
2. Build the server at a different commit.
3. Start the server and inspect the OpenTelemetry service version.
4. Confirm that the built commit takes precedence over the old
environment value.

## What Changed

- Add a build script that writes the short Git commit to
`dist/build-info.json`.
- Resolve `service.version` from the build stamp, runtime Git, the
environment, or `unknown`.
- Log the resolved service version once during server startup.
- Add tests for the resolution order and safe behavior without Git.
- Document the resolution order in `doc/observability.md`.

## Verification

- `pnpm --filter @paperclipai/server build`
- `npx vitest run server/src/__tests__/service-version.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Confirm that the build stamp contains the short commit.
- Confirm that the stamp wins over the environment value.
- Confirm that a build without Git exits successfully without a stamp.

## Risks

The server now prefers the built commit over `OTEL_SERVICE_VERSION`. A
build without Git uses the existing environment value or `unknown`. The
change needs no schema migration and has a single-commit rollback path.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution. The runtime does not
expose the context window size or reasoning mode.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 21:20:40 -07:00
Nicky LeachandPaperclip 7c8064da1b test(runtime): assert order-independent port invariants for concurrent siblings (#11754)
## Thinking Path

> - Paperclip manages work for AI agents.
> - The workspace runtime starts isolated services for concurrent
workspaces.
> - A runtime test assumed that one concurrent lane always received the
base port.
> - The allocator guarantees distinct ports, but scheduling decides
which lane receives the base port.
> - This pull request changes the test to assert allocator guarantees
without lane-order assumptions.
> - The benefit is a stable test that still checks the complete bounded
port range.

## Linked Issues or Issue Description

**What happened?**

The concurrent sibling workspace runtime test failed intermittently
because it assumed array index 0 received the base port.

**Expected behavior**

The test must accept either lane as the base-port owner while it checks
the allocator invariants.

**Steps to reproduce**

1. Start two isolated workspace runtimes with `Promise.all`.
2. Force the second lane to start first.
3. Run the old assertions.
4. Observe that the test expects the wrong lane to receive the base
port.

**Paperclip version or commit**

This change targets the current `master` branch.

**Deployment mode**

Built from source test suite.

**Installation method**

Built from source with pnpm.

**Database mode**

Not database-related.

## What Changed

- Replace lane-order assertions with order-independent port invariants.
- Assert distinct ports, the base lower port, and the bounded upper
port.
- Keep concurrent startup, service URL checks, and persisted-row checks.

## Verification

- The target test passed 12 consecutive runs.
- The full test file passed 128 of 128 tests.
- Both forced lane orderings passed with the new invariants.
- TypeScript reported no errors in the changed file.
- CI will run after this pull request opens.

## Risks

Low risk. This pull request changes one test file and does not change
runtime code.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution enabled. The model
reviewed and prepared the pull request metadata.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 19:59:40 -07:00
DottaandPaperclip 2eb9a09c0c fix(runtime): adopt surviving shell-command services (#11744)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed workspace services must continue after a control-plane
restart
> - A service command can use shell control operators before it starts
the final process
> - The final process command line then differs from the stored shell
expression
> - Paperclip rejected that valid process even when its listener,
process group, and workspace matched
> - This pull request uses the stronger ownership checks for shell
expressions
> - The benefit is that Paperclip can adopt a valid service after a
restart

## Linked Issues or Issue Description

Refs #11740

**What happened?**

A managed service could use a command such as `env | sort > file; exec
pnpm dev`. After a control-plane restart, the surviving process command
line contained only the final program. Paperclip compared it with the
complete shell expression and rejected the service.

**Expected behavior**

Paperclip must adopt the surviving service when the listener, process
group, and workspace directory prove ownership.

**Steps to reproduce**

1. Configure a managed workspace service with a shell pipeline or
command sequence.
2. Start the service.
3. Restart the control plane while the service stays alive.
4. Observe that Paperclip starts a replacement instead of adopting the
live service.

**Paperclip version or commit**

`bd059a073d`

**Deployment mode**

Local dev with managed workspace services.

## What Changed

- Detect shell control syntax outside quoted strings.
- Skip the weak command-line comparison for these shell expressions.
- Require the live port owner to remain in the recorded process group.
- Keep the existing workspace directory check.
- Add unit and restart-adoption regression tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/local-service-supervisor.test.ts
src/__tests__/workspace-runtime.test.ts -t 'does not compare shell
expressions|re-adopts a live service whose shell command differs'
--reporter=verbose` — 2 passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low risk. The relaxed command comparison applies only to shell
expressions.
- Listener ownership, process-group ownership, and workspace directory
checks still fail closed.
- This change does not change the database schema, lockfile, workflow
files, or user interface.

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

## Model Used

- OpenAI Codex, GPT-5. The serving suffix and context-window size are
not exposed. The model used agentic reasoning, repository tools, code
execution, test execution, and GitHub tools.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 16:42:43 -05:00
1b259d7be4 build(deps): bump radix-ui from 1.6.4 to 1.6.7 (#11726)
Bumps
[radix-ui](https://github.com/radix-ui/primitives/tree/HEAD/packages/react/radix-ui)
from 1.6.4 to 1.6.7.
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/radix-ui/primitives/blob/main/packages/react/radix-ui/CHANGELOG.md">radix-ui's
changelog</a>.</em></p>
<blockquote>
<h2>1.6.6, 1.6.7</h2>
<ul>
<li>Reverted breaking changes that caused compatibility issues with
React Server Components.</li>
</ul>
<h2>1.6.5</h2>
<ul>
<li>Republish through CI to attach provenance attestations. The previous
versions of these packages were published manually outside of CI and
therefore shipped without provenance; this patch re-releases the same
code through the CI pipeline so every package includes an
attestation.</li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li>See full diff in <a
href="https://github.com/radix-ui/primitives/commits/1.6.7/packages/react/radix-ui">compare
view</a></li>
</ul>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 14:28:35 -07:00
bd059a073d fix(workspaces): make managed runtimes reliable across restarts (#11740)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces need isolated databases, ports, and runtime
services
> - Concurrent workspaces could reuse ports or lose service ownership
after a restart
> - A markerless worktree also needed seed recovery, but normal
markerless instances still needed to boot
> - This pull request makes seed, port, and service ownership state
explicit and recoverable
> - It also checks live process and listener identity before it reclaims
shared resources
> - The benefit is reliable workspace startup, restart, adoption, and
concurrent provisioning

## Linked Issues or Issue Description

**What happened?**

Managed workspaces could lose runtime service ownership after a
control-plane restart. Concurrent worktrees could also reuse a port when
their parent paths differed. A seed recovery change made every
markerless instance resolve a worktree seed source, so normal instances
without a source could not start.

**Expected behavior**

Paperclip must preserve healthy managed services across restarts. It
must reserve unique ports across worktree parents. It must provision a
registered markerless worktree, but it must skip seed work for a normal
markerless instance.

**Steps to reproduce**

1. Start two managed worktrees under different parent paths at the same
time.
2. Restart the control plane while a managed service stays alive.
3. Start Paperclip with a config that has no seed markers and no
registered worktree source.
4. Observe duplicate port selection, lost service adoption, or a
seed-source startup error.

**Paperclip version or commit**

Current `master` plus the workspace runtime reliability changes in this
pull request.

**Deployment mode**

Local development with managed execution workspaces and embedded
Postgres.

## What Changed

- Added a shared port registry with lease heartbeats, process identity
checks, and live listener probes.
- Reserved worktree ports across custom parent paths and repaired
duplicate legacy assignments.
- Preserved and adopted healthy managed services across control-plane
restarts.
- Reconciled guest bind modes and verified listener ownership before
termination or reuse.
- Provisioned registered markerless worktree databases and kept normal
markerless instance startup as a no-op.
- Added CLI, shared, server, and shell regression tests for seed, port,
listener, restart, and adoption behavior.
- Updated the worktree development documentation.

## Verification

- `pnpm exec vitest run cli/src/__tests__/worktree.test.ts
--reporter=verbose` — 63 tests passed.
- `pnpm exec vitest run
packages/shared/src/worktree-port-registry.test.ts --reporter=verbose` —
5 tests passed.
- Focused runtime Vitest set — 199 tests passed across 37 suites.
- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 10 tests passed.
- `git diff --check` passed.

## Risks

- Port reservation now depends on lease and process identity data. The
fallback listener probe prevents early reclamation when process metadata
is incomplete.
- Runtime adoption is stricter about bind and owner identity. The tests
cover healthy adoption, stale records, PID reuse, and unrelated
listeners.
- Markerless seed detection now separates registered worktrees from
normal instances. The tests cover both paths.
- There are no database schema migrations.

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

## Model Used

- OpenAI Codex with the `gpt-5` model family. The serving snapshot and
context-window size are not exposed. The agent used reasoning,
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Dev Agent <dev@paperclip.ing>
2026-08-19 14:55:16 -05:00
DottaandPaperclip e0d46d1375 test(workspaces): fix runtime provision metadata assertion (#11707)
## Thinking Path

> - Paperclip manages agent work in isolated execution workspaces.
> - Workspace operations record operation metadata and command-result
metadata separately.
> - Runtime provisioning records its provision kind in the operation
metadata.
> - One merged regression test checked that value in the command-result
metadata.
> - The production behavior was correct, but the test failed.
> - This pull request checks the provision kind in the operation
metadata.
> - The benefit is that the regression test now matches the recorder
contract.

## Linked Issues or Issue Description

Related pull request: #11706

**What happened?**

The runtime provisioning regression test expected `provisionKind` in
`result.metadata`. The recorder stores this value in the operation's
top-level `metadata`. The command-result metadata is `null` for this
case.

**Expected behavior**

The test must check `metadata.provisionKind`. It must continue to check
`result.status`.

**Steps to reproduce**

1. Check out commit `e1df4c6068fea684a1e9714ebd64bce95f3db19a`.
2. Run the focused runtime provisioning test.
3. Observe that the assertion checks the wrong metadata object.

**Paperclip version or commit**

`e1df4c6068fea684a1e9714ebd64bce95f3db19a`

**Deployment mode**

Local development.

## What Changed

- Move the `provisionKind` assertion from `result.metadata` to the
operation's top-level `metadata`.
- Keep the `result.status` assertion unchanged.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts -t "keeps an explicit command
matching the built-in seed command as runtime provisioning"`
- Result: 1 test passed and 125 tests skipped.

## Risks

- Low risk. This pull request changes one test assertion and does not
change production code.

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

## Model Used

- OpenAI Codex, GPT-5, high-reasoning mode, with repository, shell, Git,
GitHub, and code execution tools. The runtime does not expose a
context-window value.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 11:01:24 -05:00
DottaandPaperclip e1df4c6068 fix(workspaces): keep deferred seed databases reliable (#11706)
## Thinking Path

> - Paperclip manages agent work in isolated execution workspaces.
> - A workspace depends on a valid database seed before it can run.
> - Deferred seed failures were hidden behind a successful provision
status.
> - The seed restore also had two possible owners for the embedded
PostgreSQL process.
> - That allowed the target database to stop while the restore was still
running.
> - This pull request makes seed failures visible and gives the seed
process sole lifecycle ownership.
> - The benefit is that workspace provisioning reports the real result
and does not stop its own target database.

## Linked Issues or Issue Description

Related: #11684

**What happened?**

Initial worktree provisioning could report success before its deferred
database seed completed. The seed restore could also reuse a target
embedded PostgreSQL process with another shutdown owner. This could stop
the target database during the restore.

**Expected behavior**

Workspace status must show a failed deferred seed as a failure. The seed
restore must own the target embedded PostgreSQL process until restore,
migration, and validation finish.

**Steps to reproduce**

1. Provision a worktree with deferred database seeding.
2. Make the seed manifest end in a failed state while the command exits
with code 0.
3. Observe that the provision status remains successful on `master`.
4. Start a seed restore against an already-running target embedded
PostgreSQL process.
5. Observe that another lifecycle owner can stop the target during
restore.

**Paperclip version or commit**

`51a843e135`

**Deployment mode**

Local dev with execution workspaces and embedded PostgreSQL.

## What Changed

- Add a first-class `workspace_seed` operation for deferred database
seeds.
- Require terminal, verified seed evidence before the seed operation
succeeds.
- Surface the seed phase and failure metadata in workspace status and UI
state.
- Give the seed process exclusive lifecycle ownership of the target
embedded PostgreSQL process.
- Suppress imported embedded-Postgres exit hooks without removing
existing host listeners.
- Record a credential-safe shutdown diagnostic in failed seed manifests.

## Verification

- The original deferred-seed commit passed 4 server tests, 24
workspace-status UI tests, shared/server/UI typechecks, and the UI token
gate.
- The original PostgreSQL-lifecycle commit passed 3 lifecycle tests, 3
ownership/diagnostic tests, 1 real embedded-Postgres seed integration,
and the affected package typechecks.
- No local tests were rerun after the clean cherry-pick because the
operator requested the shortest landing path.
- Review the automatic PR checks for the clean `origin/master` replay.

## Risks

- A live target database now causes an early error instead of being
reused. The error includes recovery guidance.
- Workspace consumers must handle the new `workspace_seed` operation
type. Shared types and UI state handling are updated in this pull
request.

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

## Model Used

- OpenAI Codex, GPT-5, high-reasoning mode, with repository, shell, and
GitHub tool use. The runtime does not expose a more specific deployment
suffix or context-window value.

## 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>
2026-08-19 10:41:29 -05:00
DottaandPaperclip a2bf936f9a feat(workspaces): sign the workspace login handoff and gate readiness (#11671)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed worktree services run isolated Paperclip instances with
cloned databases.
> - A reachable service was reported as ready even when its database,
runtime identity, or login path was not usable.
> - The first candidate added verified database seeding and managed
repair in #11665.
> - This pull request consolidates that candidate with signed login
handoff and a complete readiness contract.
> - Post-QA fixes close five defects in repair identity, repair
responses, UI retry, seed journal handling, and seed-source trust.
> - The benefit is a workspace that either opens safely or reports one
accurate recovery action.

## Linked Issues or Issue Description

No public GitHub issue exists for this work, so the problem is described
here.

**What happened**

Managed workspace URLs could return HTTP 200 and report ready while
login failed. QA also found cases where repair used the wrong instance
identity, returned a generic error, left the UI stuck, rejected a safe
journal lag, or trusted a mutable workspace manifest.

**Expected behavior**

Opening a ready workspace signs the board user in to the correct
isolated instance. Provisioning and repair use a registered source and
report a structured recovery state.

**Actual behavior**

Entry depended on a password copied into the clone. Several failure
paths could publish stale readiness, hide the repair precondition, or
trust state that the workspace could modify.

**Additional context**

This pull request includes the commits first published in #11665. That
pull request keeps the original base head for review history. This
consolidated pull request is the merge candidate. Related open readiness
work includes #11575 and #11621.

## What Changed

- Adds a short-lived, signed, single-use login ticket. It binds the
user, workspace, instance, and runtime origin.
- Exchanges the ticket through Better Auth. It creates the session and
cookie through the supported adapter path.
- Adds protected workspace readiness fields for the database, clone
data, login handoff, seed phase, and runtime identity.
- Fails readiness closed when the guest has no company or
execution-workspace binding.
- Binds ticket issuance to the exact cloned user and active company
membership selected for the handoff.
- Verifies every current active board identity through the exact-user
handoff before publication or reuse.
- Gates managed runtime publication on the readiness contract and the
recorded worktree instance identity.
- Refreshes runtime work products from the live runtime row after a port
change.
- Adds one workspace access card with ready, degraded, repairing, and
failed states.
- Uses the runtime response identity for repair. It returns structured
repair precondition errors.
- Lets a valid source journal lag converge during provisioning.
- Binds seed and repair manifests to a source registered outside the
agent-writable worktree.
- Clears recovered UI errors so a successful retry can open the
workspace.
- Makes runtime tests register canonical sources and avoid ports owned
by live host listeners.
- Keeps Vitest on source suites when compiled `dist` trees exist.
- Isolates CLI and adapter tests from ambient AWS and runtime API
environment variables.
- Preserves a 404 response for cross-company workspace ID lookups before
runtime authorization.
- Makes concurrent single-flight coverage independent of
path-canonicalization scheduling order.

## Verification

The following checks passed on the integrated head:

```sh
pnpm -r typecheck
pnpm build
pnpm check:token-gates
pnpm --filter @paperclipai/db check:migrations
```

- The server source lane passed 420 files and 4,953 tests. Five tests
were skipped.
- The CLI lane passed 57 files and 385 tests.
- The database lane passed 26 files and 97 tests.
- The shared package passed 58 files and 506 tests.
- The adapter utility lane passed 640 tests. Four tests were skipped.
- The Claude adapter passed 220 tests. One test was skipped.
- The Codex adapter passed 323 tests.
- The OpenClaw adapter passed 13 tests.
- The OpenCode adapter passed 42 tests.
- The plugin SDK passed 45 tests.
- The workspace runtime suite passed 124 tests.
- The caller-scoped readiness and handoff suite passed 52 tests.
- The workspace provisioning shell suite passed 7 tests.
- The runtime exposure suite passed 17 tests while live host mappings
occupied fixed test ports.
- `git diff --check` passed and the worktree is clean.

The serialized route lane will run in GitHub CI with its normal shards.
No deployment or active-workspace migration was performed.

## Risks

- This is a medium-risk authentication and runtime-readiness change.
- The login ticket uses exact origin, workspace, instance, and user
binding. It has a short expiry and a one-time nonce.
- Runtime publication is stricter. A real readiness, identity, per-user
handoff, or control-plane database disagreement now blocks publication.
- This pull request supersedes #11665 as the merge candidate. Close
#11665 after this pull request merges.
- No new database migration is included. The lockfile and workflow files
are unchanged.
- Deployment and active-workspace migration are intentionally outside
this pull request.

> 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 (`claude-opus-5[1m]`), 1M context, extended thinking, tool
use, and code execution produced the main candidate. OpenAI GPT-5
(`gpt-5`) through Codex, with agentic reasoning, tool use, and code
execution, integrated the post-QA fixes and hardened the test gates. The
Codex context-window size was not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 02:37:02 -05:00
DottaandPaperclip 1b4de0b65c fix(workspaces): recover degraded runtime databases (#11651)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed workspaces run local web services and embedded PostgreSQL
databases
> - A listening process could return an unhealthy response and still be
reused
> - Embedded PostgreSQL failures had no bounded restart owner
> - Cleanup inferred ownership from a branch slug instead of exact
persisted instance data
> - This pull request validates runtime health, supervises database
recovery, and uses exact cleanup ownership
> - The benefit is reliable replacement of degraded services without
deleting active instances

## Linked Issues or Issue Description

**What happened?**

Workspace reconciliation could reuse a degraded Paperclip process after
any successful HTTP response. Embedded PostgreSQL could stop without
bounded recovery. Cleanup could infer database ownership from a branch
slug and select the wrong instance.

**Expected behavior**

Paperclip must require a semantic healthy response from the assigned
loopback listener. It must replace degraded processes. It must supervise
embedded PostgreSQL with bounded restarts. Cleanup must use exact
persisted worktree and instance-root ownership.

**Steps to reproduce**

1. Start a managed workspace runtime.
2. Make its health endpoint return HTTP 200 with an unhealthy status, or
stop its embedded PostgreSQL process.
3. Reconcile the workspace or run instance cleanup.
4. Observe that the old implementation can reuse the degraded runtime or
infer ownership from its branch slug.

**Paperclip version or commit**

Current `master` before this pull request.

**Deployment mode**

Local dev with managed workspace services.

## What Changed

- Require `{ "status": "ok" }` from the assigned loopback health
endpoint before runtime reuse or adoption.
- Refresh persisted runtime health and replace degraded managed
processes.
- Add bounded embedded PostgreSQL restart supervision with coordinated
shutdown and hot-restart support.
- Stop the unhealthy web process when PostgreSQL recovery is exhausted
so reconciliation can replace it.
- Require exact persisted instance-root ownership before cleanup can
reclaim an embedded database.
- Add focused regression tests for degraded HTTP responses, ownership
mismatches, bounded recovery, active instance preservation, and
confirmed orphan reclamation.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server test --
src/embedded-postgres-supervisor.test.ts
src/services/workspace-instance-cleanup.test.ts
src/services/workspace-runtime.test.ts
src/services/execution-workspaces-service.test.ts`
- `pnpm -r typecheck`
- `pnpm build`
- `git diff --check`
- The full local stable test runner also found host-owned listeners on
ports 42000 and 52000. Those listeners conflict with the exposure test
fixture. The focused changed suites pass, and CI runs on a clean host.

## Risks

- A custom process that returns HTTP 2xx without the Paperclip health
contract is now degraded by design.
- Restart exhaustion terminates the managed web process. The runtime
reconciler then starts a clean process.
- Cleanup now fails closed when persisted ownership is missing. This can
retain an ambiguous orphan for manual review.

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

## Model Used

- OpenAI GPT-5 Codex. The exact serving revision and context-window size
are not exposed. The model used agentic reasoning, repository tools,
code execution, and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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>
2026-08-18 17:40:54 -05:00
Dotta 4c349fe6b7 feat(runtime): managed Tailscale HTTPS lifecycle, durable runtime leases, and bounded control recovery (#11525)
<!-- Simplified Technical English (ASD-STE100). -->

> **Stacked pull request.** This targets #11524. Merge #11524 first.
Review only the second commit, `feat(runtime): managed Tailscale HTTPS
lifecycle...`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip starts and supervises managed runtime services, so an
agent's branch can be previewed while the agent works
> - The previous pull request added the host broker, the shared
contract, and the database columns, but no code used them
> - A managed runtime can only be exposed over HTTPS if it holds a
stable loopback port pair for the whole life of the service. The current
control path cannot promise this: two controls can race the same
execution workspace, a stranded control can stay `running` forever, and
a start can adopt a port it does not own
> - This pull request adds the HTTPS lifecycle and the control-path
hardening that the lifecycle depends on
> - The benefit is that a managed preview becomes reachable from another
device, and a managed control now always reaches a terminal state

## Linked Issues or Issue Description

No public GitHub issue exists. The change follows the feature request
template.

**Subsystem affected**

Managed workspace runtime services, workspace operations, the execution
workspace routes, and the workspace runtime UI.

**Problem or motivation**

A managed runtime service is reachable only on loopback, so a preview
cannot be opened from a phone or a second computer. Exposing it safely
needs an exclusively held port pair. Three existing gaps block that.
Overlapping controls can race the same workspace. A control whose owner
dies stays `running` and blocks the lane forever. Port allocation does
not confirm that the process holding a port is the process Paperclip
spawned.

**Proposed solution**

Add the exposure lifecycle on top of the broker from #11524: reserve
before spawn, expose after readiness, validate the public URL, and
remove on stop. In the same change, make managed controls mutually
exclusive per workspace, give each control a durable issue-owned lease
and a terminal state, and verify port ownership before use.

**Alternatives considered**

- Add HTTPS exposure without the control hardening. This was rejected
because a raced or stranded control makes exposure point at the wrong
process.
- Guard the lane with an in-memory lock only. This was rejected because
the lock does not survive a server restart, so the lane can be lost or
double-claimed.
- Trust the requested bind address. This was rejected because a checkout
that predates managed HTTPS overwrites `PAPERCLIP_BIND` from its own
`--bind` argument, and then binds the wildcard address.

**Roadmap alignment**

This completes the managed workspace runtime capability that already
exists. It adds no new product surface beyond the HTTPS link.

**Additional context**

This is the second of three pull requests. The third adds central
mediation of leased port pairs.

## What Changed

Exposure lifecycle:

- Add the server-side broker client and the exposure lifecycle manager.
The manager reserves the mapping before spawn, exposes after backend
readiness, validates the public URL, and removes the mapping on stop.
- Default managed worktree runtimes to `tailscale_https`, read exposure
intent from legacy `expose` blocks, and backfill runtimes that are still
HTTP-only.
- Verify listener ownership for the app port and its Vite HMR companion
before the broker is asked to expose anything. An unrelated listener on
either port fails the start closed.
- Force the loopback bind through argv instead of environment hints.
Leave a non-Paperclip service's `--bind` argument alone.
- Probe loopback for readiness instead of the public URL, and give Vite
HMR its own loopback-bound server in middleware mode.
- Preserve operator-declared Serve mappings across the managed
lifecycle, so cleanup never removes a mapping that Paperclip did not
create.
- Name which listener predicate denied an expose, so an operator can act
on the message.

Control-path hardening:

- Make `start`, `stop`, `restart`, and job `run` mutually exclusive per
execution workspace. An overlap gets `409
workspace_runtime_control_in_progress`, and authorization is still
checked first.
- Take a durable exclusivity lease on the execution workspace, owned by
the controlling issue. A different issue gets `409
workspace_runtime_lease_conflict` before any operation is recorded.
Board and operator actions bypass the lease.
- Give every control a terminal state. Each control stamps its owning
process and pid, heartbeats while it runs, and has a wall-clock ceiling.
Recovery of a stranded control uses a compare-and-swap on `updated_at`,
so a live owner is never stolen.
- Bound readiness probes, verify allocated port ownership on POSIX and
Windows, harden sibling port allocation, and reconcile desired runtimes
on server startup.
- Surface exposure state and bounded runtime errors in the workspace
runtime UI.
- Record the new behavior in `doc/DEVELOPING.md`.

## Verification

Focused checks, all run on this branch:

- `npx tsc --noEmit -p server/tsconfig.json` — 139 errors, exactly the
count on `master`. All 139 come from the unbuilt
`@paperclipai/plugin-sdk` package.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- Server suites, 177 tests pass across 9 files:
`workspace-runtime.test.ts`, `workspace-runtime-leases.test.ts`,
`workspace-runtime-control-recovery.test.ts`,
`execution-workspace-runtime-control-conflict.test.ts`,
`execution-workspace-runtime-lease-route.test.ts`,
`workspace-operations-reconciliation.test.ts`,
`workspace-runtime-start-terminality.test.ts`, `app-hmr-port.test.ts`,
and `workspace-runtime-ready-comment.test.ts`.
- Exposure unit suites, 77 tests pass: `src/services/runtime-exposure/`
and `workspace-runtime-exposure-backfill.test.ts`.
- UI: `WorkspaceRuntimeControls.test.tsx` and
`WorkspaceServiceControlBar.test.tsx` — 34 tests pass.

**One suite is red on the development host and is expected to be green
in CI.** `server/src/services/workspace-runtime-exposure.test.ts` has 10
failures on the machine used to write this branch. The cause is host
contamination, not the code. That machine already runs an HTTPS canary
that holds ports 42000, 42001, 52000, and 52001 on a tailnet address.
The suite allocates from the same range, so the new listener-ownership
check correctly reports:

```
listener_ownership_mismatch — port 42000 is bound to 100.123.243.20, 127.0.0.1,
fd7a:115c:a1e0:0:0:0:dd3a:f314 ... instead of loopback only
```

A CI runner has no listener on those ports, so the check sees loopback
only and the suite passes. Please confirm this from the CI result on
this pull request rather than from a local run on a host that already
exposes a managed runtime. This is a real weakness of the current test
fixture, and the third pull request in the series removes it by
allocating the pair through a central mediator instead of a stubbed
availability check.

`workspace-runtime-https-live-exercise.test.ts` needs a live `tailscale`
host and was not run locally.

## Risks

- This is the behavior-bearing pull request of the three, so it carries
the most risk.
- Two new `409` responses appear on managed control routes. A caller
that assumed a control always starts must handle a conflict. Board and
operator actions are deliberately exempt, so an agent lease cannot lock
an operator out.
- Managed worktree runtimes now default to `tailscale_https`. If the
host has no working broker, the start fails closed and reports the
exposure failure instead of silently serving plain HTTP. This is
intended, and it is the reason the failure message names the denying
predicate.
- Startup reconciliation touches persisted runtime rows. It is scoped to
desired state and does not resurrect a service that never came up.
- The lease has a 30-minute time to live and explicit release paths, so
a crashed owner cannot hold a lane forever.
- No migration runs in this pull request. The tables and columns land in
#11524.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking,
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, with the one
host-contaminated suite explained above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-17 06:23:33 -04:00
Nicky LeachandPaperclip 69027cbaae fix(workspaces): reopen archived git worktree for managed_checkout projects (#11395)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces give agent tasks isolated Git worktrees
> - Archived isolated workspaces must reopen against a live project
checkout
> - A managed_checkout project has no project workspace directory in its
row
> - The reopen path used the removed archived worktree as the Git
working directory
> - This pull request resolves the live managed checkout and reports a
clear error when it is unavailable
> - The benefit is reliable workspace reopen behavior after archive
cleanup

## Linked Issues or Issue Description

Related public pull request:
[#6164](https://github.com/paperclipai/paperclip/pull/6164) clears
archive state during un-archive. This pull request fixes the separate
reopen failure that occurs after archive cleanup.

**What happened?**

An archived isolated `git_worktree` workspace under a `managed_checkout`
project failed to reopen after cleanup. The route attempted to run Git
in the removed archived worktree and returned a generic service error.

**Expected behavior**

The reopen path should use the live managed checkout as the Git base
directory and should return a clear error when that directory is
unavailable.

**Steps to reproduce**

1. Create a project with `managed_checkout` source control.
2. Create and archive an isolated `git_worktree` execution workspace.
3. Let archive cleanup remove the worktree.
4. Reopen the workspace for an issue.

**Paperclip version or commit**

`cab0c31dc61310106caef42ca244e9f7b0f19460`

**Deployment mode**

Local dev with the default embedded database.

**Agent adapter(s) involved**

Not adapter-specific. This issue affects core workspace handling.

## What Changed

- Resolve the live managed checkout when a managed project reopens an
archived Git worktree.
- Keep local-folder projects on their project workspace directory.
- Validate the Git base directory before `git rev-parse` and return a
scrubbed error.
- Add nine regression tests for workspace reopen behavior.

## Verification

- `server` TypeScript check passes with `tsc --noEmit`.
- `server/src/__tests__/execution-workspace-reopen.test.ts` passes with
9 tests.
- GitHub Actions must pass all required PR checks.

## Risks

Low risk. The change affects only archived isolated workspace reopen
behavior. It reuses the existing managed checkout and Git authentication
helpers. It adds no new credential path, endpoint, or telemetry.

## Model Used

OpenAI GPT-5 assisted with review and GitHub operations. The
implementation author supplied the code and test results.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 16:44:31 -07:00
DottaandPaperclip b18b0fc39b feat: refine app connections and legacy worktree startup (#11040)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps UI manages app discovery and app connections.
> - The managed worktree runtime starts agent work in repository
worktrees.
> - The Apps routes do not match the main discovery flow, and the
connections view lacks a delete action.
> - Legacy managed worktrees can also start before their pending seed
operation runs.
> - This pull request makes app discovery the main Apps route and makes
connection management explicit.
> - It also seeds legacy managed worktrees before runtime startup and
makes the CLI read the repository-local config.
> - The benefit is a clearer Apps workflow and a safer managed-worktree
startup path.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps navigation, app connection management, managed
git-worktree startup, and CLI worktree selection.

**Subsystem affected**

Cross-cutting. The change affects `ui/`, `server/`, `cli/`, and
development documentation.

**Current behavior**

The `/apps` route opens the connections list while discovery uses a
nested route. The connections list has no delete action. Some legacy
managed worktrees can start runtime work before their pending seed
operation runs. The CLI can also read an ambient Paperclip config
instead of the repository-local config.

**Proposed behavior**

The `/apps` route opens Browse, and `/apps/connections` opens the
connection list. Users can delete a connection after confirmation.
Runtime startup seeds legacy managed worktrees when required. The CLI
resolves the current worktree from the repository-local
`.paperclip/config.json` file.

**Reason and benefit**

Users can discover apps from the canonical Apps route and can manage
existing connections from a dedicated route. Legacy worktrees receive
their required repository content before agent runtime starts. CLI
worktree selection stays scoped to the current repository.

**Breaking changes**

The `/apps` and `/apps/browse` route behavior changes. Old Browse links
redirect to `/apps`. The change does not modify an API schema or
database schema.

## What Changed

- Make Browse the canonical `/apps` page and move the connection list to
`/apps/connections`.
- Align Apps navigation, redirects, attention links, empty states, and
connection actions with the new routes.
- Add connection deletion with confirmation and clear failure feedback.
- Seed legacy managed git worktrees before runtime startup when their
seed status is pending.
- Read the CLI worktree selection from the repository-local Paperclip
config.
- Update focused UI, server, CLI, and development documentation
coverage.

## Verification

- Ran 202 focused UI, server, and CLI tests. All tests passed.
- Ran `pnpm -r typecheck`. All projects passed.
- Ran `pnpm build`. All projects built successfully.
- Ran `pnpm test:run`. The server and UI stages passed 7,168 tests. The
CLI stage found one environment-sensitive secrets test because this
workspace injects static AWS credentials. The isolated CLI file passed
all 8 tests after those injected variables were unset.
- Ran `pnpm check:token-gates`. It reports 12 existing color-token
violations in the unchanged `PaperclipOrbit3D.tsx` file from the target
branch. This pull request does not modify that file.
- Ran focused regression coverage for repository-root CLI config
resolution and connection deletion state. All tests and affected package
typechecks passed.
- Collected all 27 tests in the six changed Playwright specifications
successfully.
- GitHub Actions passed every latest-head CI gate, including all three
e2e shards and the aggregate `e2e` and `verify` jobs.
- Greptile reviewed the final commit at 5/5 with zero unresolved
threads.

## Risks

- Existing bookmarks for `/apps/browse` redirect to `/apps`.
- Connection deletion changes visible connection state and requires user
confirmation.
- The legacy seed path runs only for managed git worktrees with pending
seed state. Tests cover the startup condition.
- The rebase preserves the target branch's direct OAuth policy for the
Notion connection flow.

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

## Model Used

OpenAI Codex with the GPT-5 model family assisted this change. The agent
used reasoning, repository tools, code execution, and test execution.
The runtime does not expose the exact model snapshot or context-window
size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 14:26:40 -05:00
DottaandPaperclip 72b509c895 Recognize delivered workspaces and reap terminal worktrees (#10908)
## Thinking Path

> - Paperclip separates workspace provisioning lifecycle from whether
the work was actually delivered.
> - Git ancestry alone cannot recognize squash merges or deliveries into
a branch other than the workspace base.
> - A merged pull request linked from a terminal issue is stronger
delivery evidence for those cases.
> - The read contract should expose that evidence without changing
persisted workspace schema.
> - Cleanup must remain conservative: terminal descendants, delivered
work, and no active run checkout are all required.
> - Reusing the existing cleanup primitives keeps service shutdown,
lease cleanup, activity logging, and archival behavior consistent.
> - Focused regression coverage locks in both the honest read signal and
the fail-closed reaper guards.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Execution workspace close-readiness payloads and terminal workspace
cleanup.

**Current behavior**

Delivered squash-merged or cross-branch workspaces can remain `active`
and report a permanent “not merged” warning because git ancestry does
not contain their original commits.

**Proposed behavior**

Read payloads distinguish PR-confirmed delivery, ancestry delivery,
unmerged work, and unknown state. Fully terminal delivered workspace
trees are archived only when no active run holds the checkout.

**Reason and benefit**

Operators and automation receive an honest delivery signal, while
shipped worktrees stop looking active forever and genuinely unmerged
work retains its warning.

**Breaking changes**

The workspace payload gains a derived field. Existing fields and
persistence remain unchanged; no database migration is required.

**What happened?**

A delivered workspace can remain `active` and warn that it is not merged
forever after its issue ships through a squash or cross-branch pull
request.

**Expected behavior**

Pull-request delivery should be represented honestly, and a fully
terminal delivered workspace should become cleanup-eligible when no run
holds its checkout.

**Steps to reproduce**

1. Create an issue workspace with commits ahead of its configured base.
2. Deliver those commits with a squash merge or into a different target
branch.
3. Mark the source issue and descendants done, then read workspace close
readiness.

Before this change, the workspace remains active with a “not merged”
warning indefinitely.

## What Changed

- Added the derived `deliveryState` workspace contract: `merged_via_pr`,
`merged_by_ancestry`, `unmerged`, or `unknown`.
- Extracted a shared GitHub pull-request merge classifier and reused it
for merge confirmations and workspace delivery checks.
- Suppressed false ancestry warnings when a terminal issue has
ground-truth merged-PR evidence.
- Added an idempotent terminality reaper with descendant-terminal,
active-run, and delivered-work guards.
- Restricted PR delivery evidence to the source issue, then required
live merged state plus matching GitHub repository, head branch, and
current workspace HEAD; persisted status, stale PRs, lexical mentions,
inbound references, and descendant PRs cannot authorize cleanup.
- Preserved workspaces with modified or untracked files even when their
committed HEAD was delivered.
- Bounded both long-lived pull-request state caches to 1,000 entries
with oldest-entry eviction.
- Routed eligible workspaces through existing runtime shutdown, lease
cleanup, activity logging, and archival machinery with exclusive Git
index, HEAD, and branch-ref locks plus non-forced removal.
- Added regression coverage for delivery derivation, warning behavior,
reaper guards, scheduler wiring, and squash/cross-branch delivery.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose`
— 63 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts --reporter=verbose`
after review hardening — 43 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/external-objects-service.test.ts --reporter=dot` on the
final local head — 73 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15
passed
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` —
server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared
415 passed, and skills catalog 20 passed; the aggregate DB stage ran
both source and built copies of one unrelated embedded-Postgres
migration test and both reached its 5-second timeout
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts --reporter=verbose` — isolated
aggregate-timeout verification passed in 3.99 seconds
- `NODE_ENV=production pnpm build`
- `pnpm check:token-gates`

## Risks

The reaper intentionally fails closed when issue terminality,
pull-request state, git ancestry, or checkout ownership cannot be
proven. GitHub lookups can delay classification and cleanup but cannot
cause an unproven workspace to be archived. Automated terminal archival
holds exclusive Git index, HEAD, and branch-ref locks across validation
and removal, skips configured destructive hooks, and uses non-forced
removal so dirty writes fail closed. Reopening a source issue does not
restore an archived workspace; it emits an audit event so a human or
agent can re-provision explicitly.

## Model Used

OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID
or context-window size. Reasoning, tool use, repository editing, test
execution, and GitHub CLI access were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 16:34:04 -05:00
Devin Foley e0c2448267 feat(server): authenticate server-side git clone and fetch with a company-secret GitHub token (#10720)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Repo-only project workspaces are materialized by a server-side `git
clone`, and isolated `git_worktree` runs refresh their base ref with
server-side `git fetch`
> - Both operations run outside the agent process with no credentials,
so private GitHub repositories can never be cloned or refreshed —
agent-scoped credential env bindings do not reach them
> - The company secret store already has a well-known GitHub token
convention (`GITHUB_TOKEN` / `GH_TOKEN` / `PAPERCLIP_GITHUB_TOKEN`,
consumed by the external-object provider for API reads), but nothing
server-side consults it for git
> - This pull request resolves that token per run and authenticates the
managed clone and every base-ref refresh with it through an ephemeral
credential helper
> - The benefit is that isolated workspaces work on private repositories
with one company secret, while public repositories and self-hosted
ambient git configuration keep working unchanged

## Linked Issues or Issue Description

**Subsystem affected**

Server workspace materialization (`server/src/services/heartbeat.ts`)
and execution-workspace realization
(`server/src/services/workspace-runtime.ts`).

**Problem or motivation**

A project workspace configured with only a private GitHub `repoUrl`
cannot be used for isolated `git_worktree` runs: the managed `git clone`
runs with a sanitized, credential-less environment, and plain git cannot
consume a bare token env variable without a credential helper. There is
no way to give the server a git credential — storing a `GH_TOKEN`
company secret has no effect on server-side git, and a credential-less
private clone hangs on a terminal prompt until the ten-minute clone
timeout. Base-ref refreshes (`git fetch`) during worktree realization
have the same gap.

**Proposed solution**

A `git-credentials` module resolves a token per run — company secret by
well-known name (`GITHUB_TOKEN`, `GH_TOKEN`, `PAPERCLIP_GITHUB_TOKEN`),
then `GITHUB_TOKEN`/`GH_TOKEN` in the server process environment for
self-hosted deployments, then none — and builds a git invocation that
authenticates via an inline credential helper. The token travels in an
env variable; it never appears in argv, URLs, or on disk. Only
`https://github.com` remotes are authenticated; everything else keeps
ambient behavior. The provider is a single factory seam so a future
brokered credential source can replace it without touching call sites.

**Alternatives considered**

- A GitHub OAuth "connect your account" flow: heavier product surface,
needs app registration and callback custody; out of scope for a server
credential and better served by a dedicated connector later. The
provider seam keeps that path open.
- `gh auth setup-git`: writes helper configuration to disk and requires
a global token env; rejected in favor of per-invocation config with no
persistent state.
- Embedding the token in the clone URL: leaks into argv, error messages,
and `.git/config`; rejected.

## What Changed

- New `server/src/services/git-credentials.ts`:
`createGitRemoteAuthProvider` (memoized per run, one secret resolution
and one audit event), `buildGitAuthInvocation` (helper-reset + inline
helper, `x-access-token` username, `GIT_TERMINAL_PROMPT=0`),
`isGitHubHttpsRemoteUrl` host gating (rejects ssh/GHES/http/other
hosts/userinfo URLs), `describeGitAuthFailure`, and the canonical
`scrubGitCredentialText`. Secret resolutions pass a `system` consumer
access context so they are recorded as secret access events.
- `ensureManagedProjectWorkspace` (now exported) accepts an optional
auth provider; the clone env spreads the token after
`sanitizeRuntimeServiceBaseEnv` (which strips `PAPERCLIP_*`), always
sets `GIT_TERMINAL_PROMPT=0`, distinguishes "credential rejected" from
"no credential configured — add a GITHUB_TOKEN or GH_TOKEN company
secret" in the error, and removes the partially created directory on
clone failure so a timeout-killed clone cannot be adopted as a broken
checkout by the next run.
- `refreshRemoteTrackingBaseRef` (now exported) captures the remote URL
it already looked up, asks the provider for an invocation, and
attributes failed authenticated fetches to the credential in a scrubbed
warning. The optional provider threads through `detectDefaultBranch`,
`resolveAuthoritativeBaseRef`, `inspectExecutionWorkspaceBaseDrift`,
`realizeExecutionWorkspace`, and
`ensurePersistedExecutionWorkspaceAvailable`; heartbeat builds one
provider per run for both the anchor-resolution clone path and workspace
realization/restore.
- `github-external-object-provider.ts` imports the shared secret-name
list; `isGitHubDotCom` is exported from `github-fetch.ts`.
- Docs: "Private repositories and repo-only project workspaces" section
in the execution-workspaces guide, cross-linked from the secrets deploy
doc.

## Verification

- `cd server && npx vitest run src/__tests__/git-credentials.test.ts` —
resolution chain order and precedence, env fallback, memoization,
audited access context, host-gating matrix, invocation shape (token
absent from argv), scrubber, failure descriptions, and a real-git `git
credential fill` round trip that proves the helper executes and answers
with the env-carried token (no network).
- `cd server && npx vitest run
src/__tests__/heartbeat-managed-clone-credentials.test.ts` — clones
behave byte-identically with no provider or a null-returning provider
(local repos, no network), authenticated-failure errors name the
credential, non-auth failures do not mention credentials, partial clone
directories are removed, pre-existing non-git directories keep the
"Using it as-is" path, and the sanitizer spread order keeps the token
env alive.
- `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts`
— new `refreshRemoteTrackingBaseRef` cases: provider offered the remote
URL and null keeps behavior identical; failed authenticated fetch
warning names the credential; unauthenticated failure warning stays
credential-free.
- `pnpm --filter @paperclipai/server typecheck` is clean.
- Manual (optional, networked): store a `GH_TOKEN` company secret,
configure a repo-only project workspace pointing at a private GitHub
repository, run an isolated-workspace issue — the managed clone succeeds
and the worktree run proceeds.

## Risks

- Every new parameter is optional; with no provider the git invocations
are byte-identical to before. Public repos and ambient credential
helpers keep working whenever no token resolves.
- Precedence change when a token exists: a stored company secret now
wins over ambient helpers for `https://github.com` remotes (the helper
list is reset for that invocation). The rejected-credential error names
the secret so an operator can fix or remove it.
- `GIT_TERMINAL_PROMPT=0` on the managed clone is the one always-on
change: a credential-less private clone now fails fast with a clear
message instead of hanging until the ten-minute timeout (it could only
ever "succeed" interactively on a TTY dev server).
- The token is scoped to the git process env for one invocation; it is
never written to agent env, run context, disk, or logs, and error text
is scrubbed of URL userinfo.
- No migrations, no image changes (git ships in the image).

## Model Used

Claude Fable 5 (`claude-fable-5`, extended thinking, agentic tool use
via Claude Code CLI).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-02 20:27:09 -07:00
dcac49a4fd feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Isolated workspaces give each task a safe and reproducible checkout.
> - The existing setup cloned the development database before an agent
needed to run the app.
> - This made worktree creation slower and heavier for tasks that never
start a service.
> - Runtime services already use one server start path for heartbeat,
operator, and startup recovery flows.
> - This pull request moves heavy setup to that start path and keeps
worktree creation lean.
> - The benefit is faster isolated workspace creation with the same
reliable runtime setup when a service starts.

## Linked Issues or Issue Description

Related pull request: #10652 covers the initial deferred
database-seeding slice. This pull request supersedes it with end-to-end
runtime provisioning and safe cleanup.

**What existing behavior does this improve?**

This improves isolated worktree creation, runtime service startup, and
isolated instance cleanup.

**Subsystem affected**

Cross-cutting: CLI worktree setup, server runtime orchestration, shared
workspace contracts, and development scripts.

**Current behavior**

Paperclip seeds an isolated development database during worktree
creation. It can also leave an isolated instance directory after
workspace teardown. This work happens even when no runtime service
starts.

**Proposed behavior**

Paperclip creates the worktree with a lean eager setup. It runs an
idempotent runtime provision command before the first managed service
spawn. Concurrent starts share one provision attempt. Teardown removes
the isolated instance safely.

**Reason and benefit**

Many agent tasks only edit and test code. They do not need a running
Paperclip instance. Deferring the database seed reduces workspace
startup cost while preserving automatic setup for tasks that start the
app.

**Breaking changes**

None. The new runtime provision command is optional. Existing workspace
behavior is unchanged when it is absent.

## What Changed

- Split Paperclip worktree setup into a lean eager script and an
idempotent runtime provision script.
- Added `runtimeProvisionCommand` to project, issue, realized workspace,
and persisted workspace contracts.
- Added a per-workspace provision mutex before local service spawn for
heartbeat, operator, and startup recovery flows.
- Added a persisted `provisioning` service state and the
`workspace_runtime_provision` operation phase.
- Kept provision time outside the service readiness timeout and made
failed attempts visible and retryable.
- Reclaimed isolated instance data during safe workspace teardown.
- Serialized deferred database seeding across processes and bound
teardown to the instance root captured in persisted workspace metadata.
- Added tests for config flow, concurrency, retry, no-op behavior,
readiness timing, scripts, CLI commands, and cleanup.
- Documented the eager and runtime provisioning contracts.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase
exposed one environment-sensitive AWS doctor assertion because the agent
runtime injects static AWS credentials)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'`
- Focused runtime tests cover serialized provisioning, retry after
stderr failure, absent-command no-op behavior, operation logging,
persisted state order, and readiness timeout exclusion.
- Focused CLI and cleanup tests cover concurrent seed serialization,
stale-lock fail-closed behavior, persisted instance ownership, and
rewritten sibling pointers.

## Risks

- A faulty runtime provision script blocks service startup. Paperclip
records stderr, marks the service failed, and retries on the next start.
- Concurrent service requests share an in-process provision attempt,
while the seed command uses an atomic filesystem lock across processes.
A stale lock fails closed and requires an operator to verify no seed is
running before removing it.
- Isolated instance cleanup is destructive. The cleanup service
validates ownership and path containment before removal.

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

## Model Used

- OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and
code execution. The service does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-02 10:37:10 -05:00
173d6d2a71 Reclaim isolated worktree instances during teardown (#10649)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip creates isolated instances for server-managed git
worktrees.
> - The worktree teardown path removes the git worktree but leaves its
isolated instance directory behind.
> - The leaked directory can retain an embedded PostgreSQL process and
database files.
> - Teardown must remove only the collision-resistant instance assigned
to that exact worktree path.
> - This pull request stops the verified embedded PostgreSQL process and
removes the guarded instance directory.
> - The benefit is complete worktree cleanup without risk to another,
default, or live Paperclip instance.

## Linked Issues or Issue Description

**What happened?**

Closing a server-managed git worktree removed the git worktree and
branch, but it left the isolated Paperclip instance directory behind. A
live embedded PostgreSQL process could also keep running against that
directory.

**Expected behavior**

Worktree teardown must stop the isolated embedded PostgreSQL process and
remove only the instance assigned to that exact worktree. It must refuse
mismatched instance IDs and all paths outside
`PAPERCLIP_WORKTREES_DIR/instances/`.

**Steps to reproduce**

1. Create a server-managed git worktree with a repo-local
`.paperclip/.env` file.
2. Start its isolated embedded PostgreSQL instance.
3. Close the execution workspace.
4. Observe that the git worktree is removed but the isolated instance
directory remains.

**Paperclip version or commit**

The bug reproduces on `master` before this change.

**Deployment mode**

Local development with a server-managed git worktree and embedded
PostgreSQL.

## What Changed

- Give server-managed worktrees collision-resistant instance IDs derived
from their resolved absolute paths.
- Capture the repo-local instance pointer before custom teardown
commands can remove it.
- Require the pointer's instance ID to match the exact worktree-derived
ID.
- Resolve and validate the instance path against the canonical managed
worktree instance root.
- Verify and stop the matching embedded PostgreSQL process before
directory removal, including process-exit races.
- Record successful and refused cleanup operations in the workspace
operation log.
- Add focused ownership, process-race, path-safety, and runtime
integration tests.
- Document automatic isolated-instance cleanup for server-managed
worktrees.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-instance-cleanup.test.ts` — 9 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts -t "records teardown and cleanup
operations when a recorder is provided"` — 1 test passed and 99 tests
skipped.
- `node scripts/__tests__/provision-worktree-self-heal.test.mjs` — 4
tests passed.
- `bash -n scripts/provision-worktree.sh` — passed.
- `pnpm --filter @paperclipai/server build` — passed.
- `git diff --check` — passed.

## Risks

The main risk is removal of the wrong instance directory. Provisioning
assigns a path-derived ID with a SHA-256 suffix, and cleanup requires
that exact ID in addition to a safe instance identifier, an absolute
configured home, a strict child path, canonical path checks, and a
second canonical path check immediately before removal. It refuses
legacy or mismatched IDs, symlink escapes, and all paths outside the
managed worktree instance root. Cleanup failures become visible warnings
and do not delete an unverified path.

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

## Model Used

OpenAI Codex with GPT-5. The runtime does not expose the exact model
snapshot or context-window size. The agent used reasoning, repository
tools, GitHub tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
2026-08-01 20:41:11 -05:00
32c1a8576c fix(server): self-heal execution workspaces whose recorded branch no longer exists (#10578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each agent task gets an execution workspace (a git worktree) with a
recorded branch name; workspace validation compares that record to the
worktree before every run
> - Agents sometimes rename their task branch (for example to a `feat/*`
PR branch), so the recorded branch never existed or was deleted
> - Validation then fails every run with "expected branch does not
exist" — a deterministic `workspace_validation_failed` loop with no
self-heal path
> - A recorded branch with no resolvable commit has nothing to lose, so
adopting a clean, registered checked-out branch is trivially
forward-only
> - This pull request routes that exact case through the existing
audited forward-reconciliation path, in both the runtime and the manual
board reconcile endpoint
> - The benefit is that these stranded workspaces heal themselves while
dirty worktrees, detached HEADs, unregistered paths, and ambiguous git
states all stay fail-closed

## Linked Issues or Issue Description

No public GitHub issue exists; the underlying bug is described here per
`bug_report.yml`. Related PR: #10574 self-heals the sibling provisioning
failure loop uncovered by the same incident diagnosis.

**What happened?**
An execution workspace whose recorded branch was renamed away failed
every subsequent run with `workspace_validation_failed` ("expected
branch does not exist"). The safe-repair matrix refused the case, so the
task stayed blocked until a human intervened.

**Expected behavior**
When the recorded branch is confirmed absent and the worktree is clean
and registered with its checked-out branch matching HEAD, Paperclip
adopts the checked-out branch through the audited forward-reconciliation
path and the next run proceeds.

**Steps to reproduce**
In an isolated workspace, rename the task branch (`git branch -m
<recorded> feat/something`) or delete the recorded branch, leave the
worktree clean, then start a new run on the task. Validation fails on
every retry.

**Paperclip version or commit**
master as of the branch point of this PR.

**Deployment mode**
Local trusted deployment with git-worktree isolated workspaces.

## What Changed

- `ensureGitWorktreeBranchCoherent` (workspace runtime): a missing
recorded branch with a clean worktree, an existing checked-out branch,
and a registered branch matching HEAD now goes through audited forward
reconciliation instead of failing closed. Gated behind
`enableWorkspaceBranchReconcileForward`.
- `reconcileExecutionWorkspaceBranch` mode `forward` (service): accepts
the same case so the board reconcile endpoint can repair it manually.
- The service inspection now classifies each branch ref as `resolved` /
`missing` / `error` (`git rev-parse --verify --quiet`, distinguishing an
absent ref from git failing to inspect the repo). Adoption requires a
confirmed-missing recorded ref **and** a resolved target ref, so a git
error can never bypass ancestry validation and a nonexistent branch name
is never persisted.
- Removed the test that asserted this case fails closed; it is
superseded by tests that assert the new behavior.
- New tests: successful adoption, dirty-worktree refusal, refusal when
the checked-out branch ref does not resolve either, and disabled-flag
behavior.

## Verification

- `server`: `npx vitest run
src/__tests__/execution-workspaces-service.test.ts -t "reconcil"` — 11
passed.
- `server`: `npx vitest run src/__tests__/workspace-runtime.test.ts -t
"adopt"` — 7 passed.
- `npx tsc --noEmit` in `server/` is clean.
- Manually validated the underlying repair on a live stranded workspace
before automating it: creating the recorded branch at the clean HEAD
ended the validation-failure loop without touching the agent's PR
branch.

## Risks

- The change relaxes a fail-closed gate, so the main risk is
over-adoption. Mitigations: the exception requires flag-on, clean
worktree, registered worktree path, registered branch matching HEAD, a
confirmed-missing (not merely unreadable) recorded ref, and a resolvable
target ref; everything else still fails closed. Every adoption goes
through the audited reconcile path with an issue comment trail.
- No migrations, no API surface changes (the reconcile route returns the
same hand-picked fields).

## Model Used

Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking, agentic tool use (Claude Code harness).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 16:19:13 -07:00
Nicky LeachandPaperclip 15ce70dc18 feat(server): thread plural referenced-project workspaces through run prep (#10448)
## Thinking Path

> - Paperclip coordinates work for autonomous companies.
> - A run needs a workspace view before execution starts.
> - That view now needs to cover one anchor project and more referenced
projects.
> - Those extra workspaces must stay separate and must not change the
anchor path when the feature stays off.
> - This PR threads plural workspace data through run prep behind a
default-off kill switch.
> - It also keeps extra project workspaces isolated and makes the
realization contract round-trip the new shape.
> - The benefit is safer run prep for referenced projects without
changing the current default path.

## Linked Issues or Issue Description

This PR does not link a public GitHub issue.
It follows the internal run-prep task for plural referenced-project
workspaces.

Problem:
- Run prep resolves the anchor project today, but it does not yet carry
each referenced project into the run workspace view.
- That gap blocks runs that need a second repo or sibling project during
preparation.

Proposed solution:
- Thread a plural workspace result through run prep.
- Keep the anchor path unchanged when the kill switch is off.
- Resolve each referenced project into its own managed checkout
directory when the flag is on.

Alternatives considered:
- Keep one shared workspace and layer the extra repos into it. Rejected
because it would blur isolation and make failures harder to bound.
- Upload the extra workspaces immediately. Rejected because this PR only
prepares the data path.

Roadmap alignment:
- This change sits in the workspace and sandbox path.
- It matches the roadmap work on workspace strategy and cloud or sandbox
agents.

## What Changed

- Added `additionalWorkspaces[]` to the run workspace result.
- Split workspace resolution into an anchor path and an optional
referenced-project path behind `PAPERCLIP_MULTI_PROJECT_WORKSPACE_SYNC`.
- Kept per-project failure isolation so one bad clone does not stop the
run.
- Keyed managed workspace directories by `projectId` so sibling
workspaces stay separate.
- Added `additionalSources[]` to the workspace realization request and
kept read and write paths backward compatible.
- Added tests for the anchor-only path, the new workspace shape, and the
per-project directory rule.

## Verification

- `pnpm --filter @paperclipai/server run typecheck`
- `pnpm --filter @paperclipai/shared run typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-project-env.test.ts` 21/21
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts` 98/98

## Risks

Low risk. The new path stays behind a default-off kill switch, so the
anchor flow does not change when the flag is off.
The main risk is a bad referenced project clone. That case now drops
only the affected project and keeps the run alive.
The shared type change also needs every consumer to use the new array
field where extra workspaces matter.

## Model Used

OpenAI Codex (GPT-5; exact internal model ID not exposed in this
environment; tool use enabled)

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 14:27:05 -07:00
DottaandPaperclip 931eec3fbf feat(mcp) [split 4/8]: wire gateway runtime and Smoke Lab (#9559)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 4/8 and focuses on gateway runtime, Smoke
Lab, plugins, and server wiring
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: The policy core needs runtime execution, endpoint guards,
route registration, heartbeat integration, and adapter MCP injection to
become operational.
- Proposed solution: Adds the remaining server routes/wiring/consumers,
runtime tests, adapter-utils MCP contracts, and Claude/Codex injection
implementations required by the server layer.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/03-server-tool-access`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: SecurityEngineer for gateway, endpoint guard, token
issuance, and runtime wiring; Greptile on every PR.

## What Changed

- Adds the remaining server routes/wiring/consumers, runtime tests,
adapter-utils MCP contracts, and Claude/Codex injection implementations
required by the server layer.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck`
- Changed server test set — 26 files, 382 tests passed
- Affected server adapter tests — 38 tests passed after concrete adapter
boundary move
- Adapter-utils and Codex focused tests — 76 tests passed

## Risks

- Remote endpoint validation, token handling, and runtime supervision
are security-sensitive and can fail closed or deny legitimate access if
misconfigured.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools 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] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 15:07:30 -05:00
DottaandPaperclip e4e12bfb89 fix(workspaces): persist readiness state and validate ports (#9408)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces can run managed services that must report
reliable lifecycle and readiness state
> - Service startup previously waited for readiness before committing
the starting row, making concurrent control actions see stale state
> - Fixed service ports also needed clearer configuration and ownership
diagnostics to avoid cross-workspace collisions
> - This pull request persists startup state before readiness, validates
port ownership, and exposes configurable service ports in the workspace
UI
> - The benefit is dependable service controls and actionable
diagnostics when workspace runtimes start slowly or compete for ports

## Linked Issues or Issue Description

### What happened?

Slow-starting workspace services could remain invisible to concurrent
stop/restart controls until readiness completed, and fixed-port
conflicts lacked enough ownership context for safe repair.

### Expected behavior

A starting service is persisted immediately, control operations can
observe it, configured ports are editable, and conflicts identify the
owning process/workspace.

### Steps to reproduce

1. Configure a workspace service that delays binding its HTTP port.
2. Start the service and immediately request another control action.
3. Observe stale persisted state before this change.
4. Configure two workspaces for the same fixed port and observe limited
conflict diagnostics.

### Paperclip version or commit

`origin/master` at `02e2dd271`

### Deployment mode

Local dev; built from source; not adapter-specific; database-backed
workspace runtime state.

## What Changed

- Commit the `starting` runtime-service row before waiting for readiness
and transition it after the probe completes.
- Add port-owner inspection and cross-workspace conflict details to
local service supervision.
- Preserve configurable runtime service ports through workspace
configuration updates.
- Surface service-port editing and validation in the execution workspace
details UI.
- Add server and UI regression coverage for slow readiness, concurrent
controls, port persistence, and conflict diagnostics.

## Verification

- `vitest --project @paperclipai/server
src/__tests__/workspace-runtime.test.ts
src/__tests__/execution-workspaces-service.test.ts` — 118 tests passed.
- `vitest --project @paperclipai/ui
src/pages/ExecutionWorkspaceDetail.service-ports.test.ts` — 4 tests
passed.
- `node scripts/check-token-gates.mjs` — all token gates clean.

## Risks

- Moderate risk: changes touch workspace service lifecycle persistence
and local process/port inspection.
- No schema migration is required; tests exercise slow readiness,
concurrent control, persisted ports, and cross-workspace conflicts.

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

## Model Used

- OpenAI Codex, GPT-5.3 Codex, reasoning with repository tool use and
code execution; context-window size was 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>
2026-07-11 03:02:21 -05:00
f3ca4d24bc fix: repair dirty/foreign-branch execution worktrees (#9297)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces are the bridge between Paperclip's control
plane and a local agent's checked-out repository state.
> - When a workspace is restored after a failed or interrupted run, the
recorded branch can disagree with the branch currently checked out on
disk.
> - A clean branch mismatch can be reconciled safely, but a dirty
mismatch needs a lossless path that does not discard uncommitted agent
work.
> - This pull request adds a quarantine-and-restore path that saves
dirty work to a rescue branch, restores the recorded branch, and exposes
the repair from the board UI and run page.
> - The benefit is that operators can recover wedged execution
workspaces without losing work or moving another live branch
unexpectedly.

## Linked Issues or Issue Description

No public GitHub issue exists for this workspace-recovery failure, so
this PR includes the bug report inline.

**What happened**

A git worktree-backed execution workspace could become wedged when
Paperclip expected one branch but found a different checked-out branch
with dirty tracked or untracked files. The existing safe repair path
refused the restore, leaving the source task blocked with no lossless
one-click recovery path.

**Expected behavior**

Paperclip should preserve dirty work before restoring the recorded
workspace branch. If another live workspace claims the checked-out
branch, or an attached runtime service is active, the repair should
refuse with clear operator-facing evidence instead of risking work loss
or file contention.

**Steps to reproduce**

Create a git worktree execution workspace whose persisted branch name
differs from the checked-out branch, add dirty tracked or untracked
files in that worktree, then trigger workspace validation or use the
branch reconcile endpoint. Before this change, the dirty mismatch
remained blocked because Paperclip had no quarantine restore mode.

**Paperclip version or commit**

Observed on the pre-fix workspace-recovery implementation. Verified on
this PR head after rebasing onto current `master`.

**Deployment mode**

Local trusted development/worktree deployments using git worktree
execution workspaces and optional workspace runtime services.

## What Changed

- Added dirty-worktree quarantine repair that creates a rescue branch,
commits dirty tracked and untracked files there, restores the recorded
branch, writes audit comments/activity, and preserves the live foreign
branch ref.
- Added `quarantine_restore` branch reconcile API support,
recovery-action resolution, source-task wake behavior, execution-review
preservation, claimant refusal, runtime-service refusal, and coverage
for the non-transactional git ordering.
- Added board UI controls for the repair action in the recovery card
plus a compact failed-run workspace recovery surface that uses the same
reconcile handlers.
- Hardened Greptile follow-up cases by best-effort restoring the
recorded branch after a mid-sequence rescue commit failure and by
refusing quarantine restore while attached runtime services are active.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspaces-service.test.ts -t
"quarantine_restore"`
- `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts
-t "workspace dirty quarantine branch repair"`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts -t
"repairs clean unrecorded branch drift|adopts unrecorded forward branch
drift"`
- `pnpm exec vitest run
server/src/__tests__/workspace-runtime-routes-authz.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Earlier PR verification covered the route, service, heartbeat, UI
component, and run-page recovery surfaces; Cutter posted public preview
screenshots for the repair popover and run-page panel at
https://github.com/paperclipai/paperclip/pull/9297#issuecomment-4926934211.
- GitHub PR checks are green on
`dcac76b05f4cf6e1ee16544c2831d83c7857e475`.
- Greptile is 5/5 with zero annotations and no unresolved review threads
on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`.

## Risks

- Moderate risk because the change intentionally runs git commands
against local worktrees; the implementation refuses dirty repair when
another claimant or active runtime service is detected and records
rescue refs for auditability.
- Compatibility / release-note callout for self-hosted operators:
existing instances that left `enableWorkspaceBranchReconcileForward`
unset now get automatic forward branch reconciliation during heartbeat
workspace recovery. Operators who want the previous advisory-only
behavior can set `experimental.enableWorkspaceBranchReconcileForward` to
`false`; dirty quarantine repair can likewise be disabled with
`experimental.enableWorkspaceDirtyQuarantineRepair: false`.
- If the git rescue succeeds but a later database write fails, the
worktree may already be restored while the recovery action remains open;
this ordering is documented in code because git side effects cannot
participate in the database transaction.
- UI risk is limited to the workspace recovery surfaces and covered by
component tests plus the existing Cutter visual preview.

## Model Used

OpenAI Codex coding agent based on GPT-5, with repository tool use,
shell execution, and local test execution. Earlier preserved commits on
this branch also show Claude Code / Claude Opus 4.8 assistance in their
commit metadata.

## 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] Branch naming exception documented: this PR preserves the existing
worktree branch requested for publication while keeping the PR title and
body public-facing
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 18:19:49 -05:00
DottaandPaperclip 7cf0d3ebb0 Require health readiness for Paperclip dev services (#9269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents often run against managed workspace runtime services,
including reusable Paperclip dev servers
> - A running process and an open root URL are not enough to prove the
Paperclip API is actually ready
> - If the API health endpoint is still failing, agents can reuse a
service that looks alive but cannot safely serve the board or API
clients
> - This pull request makes Paperclip dev runtime readiness probe the
resolved `/api/health` endpoint
> - The benefit is that runtime service reuse waits for the same health
signal operators and agents depend on

## Linked Issues or Issue Description

No matching public GitHub issue was found. Public duplicate search found
no open PR for "workspace runtime health readiness".

Bug report:

### What happened?

A managed Paperclip dev runtime service could satisfy HTTP readiness at
the exposed base URL even when the Paperclip health endpoint was
returning an unhealthy status.

### Expected behavior

Paperclip dev runtime services should not be considered ready until
their health endpoint succeeds.

### Steps to reproduce

1. Start a workspace runtime service named `paperclip-dev` whose base
URL responds successfully.
2. Make that same service return HTTP 503 from `/api/health`.
3. Ask Paperclip to ensure the runtime service for a run.
4. Observe that the service can be reused even though the API health
endpoint is not ready.

### Paperclip version or commit

Current `origin/master` before this PR.

### Deployment mode

Local workspace runtime service management.

## What Changed

- Resolve Paperclip dev runtime readiness checks to the service health
URL before polling.
- Surface readiness errors with the actual health URL that failed.
- Add a regression test that fails when `/api/health` returns HTTP 503
even if the service process is running.

## Verification

- `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts`
— 81 tests passed.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low to medium risk. This tightens readiness for Paperclip dev runtime
services, so a service that previously looked ready while unhealthy will
now fail fast instead of being reused.

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

## Model Used

OpenAI Codex coding agent based on GPT-5, tool-enabled shell workflow.
Exact hosted model variant and context window were not exposed by the
runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have 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>
2026-07-09 08:25:59 -05:00
DottaandPaperclip 555391fed7 fix: run restart recovery, workspace self-heal, quota-aware retries, failed-run metrics (#9183)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run in heartbeat runs orchestrated by the server; run
lifecycle, retry scheduling, and the dashboard's run-activity metrics
are the subsystems involved
> - A spike in "failed" tasks traced to three causes: server restarts
killing in-flight runs and mislabeling them as failures, deterministic
workspace-validation loops when a worktree's branch diverged, and
provider quota/usage-limit errors being classified as generic transient
failures (putting agents into error state and polluting metrics)
> - Killed-then-recovered runs and quota waits are not product failures,
so both the runtime behavior and the reporting needed to distinguish
them
> - This pull request drains runs gracefully on shutdown with idempotent
restart retries, self-heals workspace branch mismatches, adds a
quota-aware failure class with reset-time retry, separates recovered
restart kills from true failures on the dashboard, and documents restart
hygiene for operators
> - The benefit is fewer spurious failures, automatic recovery instead
of manual repair, and dashboard metrics that reflect real failure rates

## Linked Issues or Issue Description

No public GitHub issue exists; describing the bug inline per the
bug-report template:

**What happened?**

In-flight heartbeat runs are marked `failed` when the server restarts,
even though a retry later succeeds. Worktrees whose checked-out branch
diverges from the issue branch fail workspace validation on every
subsequent run with no recovery path. Provider quota/usage-limit
responses are treated as generic transient upstream errors, putting
agents into an error state and retrying before the quota window resets.
The dashboard counts all of these as true failures, inflating failure
metrics.

**Expected behavior**

Graceful shutdown should interrupt (not fail) running runs and chain
exactly one recovery retry. Workspace validation should repair
recoverable branch mismatches automatically. Quota errors should get
their own error class with the retry scheduled at the provider reset
time and the agent left idle. The dashboard should report recovered
restart kills separately from true failures.

**Steps to reproduce**

1. Start a heartbeat run, then restart the server (SIGTERM) while it is
in flight — the run lands as `failed` with a process-loss error code
even when its retry succeeds
2. Check out an issue whose worktree branch has diverged (e.g. after a
force-moved branch) — every subsequent run fails
`workspace_validation_failed` deterministically
3. Drive an agent into a provider usage-limit window — the run fails as
a generic transient upstream error and the agent enters an error state
instead of idling until the reset time

**Paperclip version or commit**

master (base c07e650cd)

**Deployment mode**

Self-hosted dev plane (Linux, node server + embedded Postgres)

## What Changed

- Graceful shutdown (SIGTERM hook) now marks in-flight runs
`interrupted` instead of `failed` and enqueues an idempotent
process-loss retry (pre-insert existence check on `retryOfRunId`
prevents duplicates; bursts chain exactly one retry per interrupted run)
- Run-liveness classification routes `interrupted` to `needs_followup`
rather than `failed`
- Workspace validation self-heals branch mismatch / missing-branch
states instead of failing deterministically on every run
- New `provider_quota` error class: session/usage-limit responses
schedule the retry at the provider reset time and leave the agent idle
(not errored); fixes a case where a quota-terminated run with subtype
`success` was misclassified as failed; HTTP 529 remains transient
- Dashboard run-activity query separates recovered restart kills from
true failures via a recursive CTE over `retry_of_run_id` (ancestors of a
succeeded retry count as recovered), adds a per-day failed-by-error-code
breakdown, and binds the window start as a timestamptz string
- Activity charts UI: amber "Recovered" segment with legend and per-day
error-code tooltip; success-rate chart counts recovered runs as
successes
- New ops runbook: `docs/deploy/dev-plane-restart-hygiene.md`

## Verification

- Greptile follow-up fixes on `992705edd`: `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` (209
tests); `pnpm --filter @paperclipai/server typecheck`; `git diff
--check`
- Post-rebase CI fixes: `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts`; `pnpm exec
vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts` (227 tests);
`pnpm --filter @paperclipai/server typecheck`
- `npm test` server suites covering the changes:
`heartbeat-process-recovery`, `heartbeat-stop-metadata`,
`heartbeat-retry-scheduling` (95 tests), quota parse +
execute/retry-scheduling suites (100 tests), workspace self-heal suites
(200 tests), dashboard run-activity tests (3 tests) — all green,
typecheck exit 0
- Dashboard CTE cross-checked against a real development database: two
restart-burst days moved from 17 to 8 and 19 to 6 true failures once
recovered kills were separated, matching manual retry-chain inspection
- Screenshot verification of the real ActivityCharts component
(recovered segment + tooltip) during QA

## Risks

- Behavioral shift: runs killed by a restart no longer surface as
`failed`; anyone consuming raw run statuses will see `interrupted` (new
status value) — dashboards/queries in this repo were updated accordingly
- Retry chaining on repeated restarts is bounded (one chained retry per
interruption) but a pathological restart loop still delays work rather
than failing it; the runbook covers operator hygiene for that case
- Dashboard query adds a recursive CTE; cost is bounded by the
day-window row count and was verified against production-sized data
- No schema migrations; low migration risk

## Model Used

- Claude (Anthropic) — claude-fable-5 via Claude Code / Paperclip agent
harness, extended thinking with tool use; implementation commits also
produced with Codex CLI (GPT-5 class) agents under the same harness

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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)
- [ ] 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>
2026-07-07 20:30:09 -05:00
Nicky LeachandPaperclip bb87047fe6 Add auto-forward execution workspace branch reconciliation (#9172)
## Thinking Path

> - Paperclip manages execution workspaces for AI agent runs, each
associated with a git branch so the agent always works in a known code
state.
> - Workspace runtime reconciles an agent's checkout branch against the
workspace's recorded branch when a heartbeat resumes; without
forward-ancestry detection, any divergence fails closed and blocks the
run.
> - When the workspace branch has moved forward (e.g. after a feature
merge), the recorded branch is an ancestor of the current HEAD — a safe,
forward-only case that the previous implementation refused even though
it carries no safety risk.
> - The gap means legitimate forward-advancing deployments require
manual operator intervention to unblock agents every time, creating
operational friction and interrupting automated workflows.
> - This pull request adds a flag-gated reconcile-forward path that
detects when the current branch is a strict forward descendant of the
workspace branch and auto-reconciles, while preserving fail-closed
behavior for all non-forward or flag-off cases.
> - It also threads the active execution workspace id through restore
and finalize call sites so the reconcile verdict can be persisted
durably across heartbeats.
> - The benefit is that agents resume automatically from
forward-advancing workspace branches without operator intervention,
while adversarial and backward branch changes continue to fail closed.

## Linked Issues or Issue Description

This PR adds an auto-forward reconcile path for execution workspace
branch tracking. When a workspace's recorded branch is a strict ancestor
of the current HEAD (a forward-only advancement), the runtime now
auto-reconciles rather than hard-blocking. The feature is gated behind
an explicit runtime flag, defaults to off, and falls back to fail-closed
behavior for all non-forward or flag-off cases.

The prior implementation treated all branch divergences identically: any
mismatch between the recorded workspace branch and the current HEAD
failed closed. This prevented agents from resuming after routine forward
deployments (e.g. after a feature branch merges into the workspace
branch), requiring manual operator action to unblock every affected run.

## What Changed

- Added `reconcileForward` flag-gated path in workspace runtime
reconciliation logic that allows auto-reconciliation when the workspace
branch is a strict ancestor of the current HEAD.
- Threaded active execution workspace id through `restore` and
`finalize` call sites so reconcile verdicts are persisted durably.
- Added `plainLanguageReason` and `ancestryVerdict` evidence fields to
the reconciliation result structure for operator visibility.
- Stabilized a branch containment test that exposed a late run-linked
activity FK cleanup race during the focused Vitest rerun.
- All new paths remain fail-closed when the flag is off or when the
branch relationship is not strictly forward.

## Verification

```bash
pnpm --filter @paperclipai/shared typecheck
pnpm --filter @paperclipai/server typecheck
pnpm exec vitest run \
  server/src/__tests__/workspace-runtime.test.ts \
  server/src/__tests__/heartbeat-workspace-branch-containment.test.ts \
  server/src/__tests__/execution-workspaces-service.test.ts
git diff --check origin/master..HEAD
```

All 3 test files / 98 tests pass. Typecheck passes for both shared and
server packages.

> **Note:** This is a stacked PR on top of PR #9170 (Add execution
workspace branch reconciliation route). The diff shown targets that
branch; the combined change builds on the reconciliation route
infrastructure it provides.

## Risks

- **Flag-off default:** The reconcile-forward path is off by default. No
behavior change for existing workspaces unless the flag is explicitly
enabled by an operator.
- **Ancestry check correctness:** The forward-only guard uses git
ancestry verification; a branch that is not a strict ancestor of HEAD
remains fail-closed. Adversarial or concurrent branch resets are not
auto-reconciled.
- **FK cleanup race (stabilized):** A late run-linked activity FK
cleanup race in the containment test was exposed during the Vitest
rerun. The stabilization commit addresses the non-deterministic ordering
without changing production behavior.
- **Stacking dependency:** This PR must not be merged before PR #9170
merges, as it is built on top of the reconciliation route
infrastructure.

## Model Used

- Provider: Anthropic
- Model: Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- Context: 200k token context window
- Mode: Agentic tool use with code execution and git operations

## 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>
2026-07-07 14:12:17 -07:00
5163208c3c Add workspace branch ancestry diagnostics (#9117)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run in git worktrees tied to a workspace branch; when the
actual branch diverges from the expected one (e.g. a parent feature
branch was renamed), Paperclip currently has no structured field to
report *why* the branch is incoherent or whether it can be
auto-reconciled
> - The workspace-incoherence fingerprint already captures SHA
mismatches, but there is no evidence field distinguishing "actual branch
is a descendant of expected" (safe to fast-forward) from "branches have
diverged" (needs human review) or "SHAs are unavailable" (unknown)
> - Operators and future recovery flows need a typed verdict to make
decisions without re-running git commands themselves
> - This pull request adds `ancestryVerdict` and `plainLanguageReason`
evidence fields computed via `git merge-base --is-ancestor`, and
scaffolds the off-by-default `enableWorkspaceBranchReconcileForward`
instance setting with no runtime behavior yet
> - The benefit is that future recovery logic can branch on a typed
verdict rather than parsing prose, while the fingerprint v1 payload
stays stable

## Linked Issues or Issue Description

No public GitHub issue pre-exists for this diagnostic addition.

**Problem or motivation**

When Paperclip detects that an agent's actual workspace branch differs
from the recorded expected branch, the current fingerprint carries only
raw SHAs. There is no typed field indicating whether the actual branch
is a descendant of the expected one (safe reconcile path) vs. a true
divergence (requires human intervention) vs. an indeterminate state
(missing SHAs or git errors). Downstream recovery logic cannot branch
safely without re-running git.

**Proposed solution**

Add `ancestryVerdict` and `plainLanguageReason` to the workspace
incoherence evidence type; compute via `git merge-base --is-ancestor`;
scaffold a feature-flag for future forward-reconcile behavior
(`enableWorkspaceBranchReconcileForward`, off by default, not yet read
by any runtime path).

**Alternatives considered**

Encoding the verdict in the existing fingerprint string was rejected
because the fingerprint is a stable identity hash, not a mutable
evidence bag. Changing it would break monitors keyed on the string.

**Roadmap alignment**

Supports future workspace auto-reconcile work; ROADMAP.md has no
conflicting entry for this diagnostic layer.

## What Changed

- `packages/shared/src/types/heartbeat.ts` adds `ancestryVerdict` and
`plainLanguageReason` fields to `WorkspaceIncoherenceEvidence`
- `packages/shared/src/types/instance.ts` adds
`enableWorkspaceBranchReconcileForward` boolean (off by default)
- `packages/shared/src/validators/instance.ts` exports the new flag from
the settings validator
- `server/src/services/workspace-runtime.ts` computes `ancestryVerdict`
via `git merge-base --is-ancestor`; falls back to `unknown` on missing
SHAs or command errors; excludes verdict fields from fingerprint v1
computation
- `server/src/services/instance-settings.ts` wires the new setting
through to the settings service
- Tests updated in `workspace-runtime.test.ts`,
`instance-settings-service.test.ts`, `instance-settings-routes.test.ts`,
and `instance.test.ts` (104 tests total)

## Verification

```bash
pnpm exec vitest run \
  server/src/__tests__/workspace-runtime.test.ts \
  server/src/__tests__/instance-settings-service.test.ts \
  server/src/__tests__/instance-settings-routes.test.ts \
  packages/shared/src/validators/instance.test.ts
# 104 tests pass

pnpm --filter @paperclipai/shared typecheck
pnpm --filter @paperclipai/server typecheck
# both exit 0
```

Manual: trigger a workspace incoherence event and confirm the evidence
object carries `ancestryVerdict` and `plainLanguageReason`; confirm the
fingerprint string stays `workspace_incoherence:v1:sha256:...`.

## Risks

**Low risk.** Purely additive. Fingerprint v1 payload is unchanged. The
new flag has no runtime effect in this PR. `git merge-base
--is-ancestor` exits non-zero for both "not an ancestor" and "command
error"; both are handled and collapsed to typed values with a prose
reason.

## Model Used

Provider: Anthropic, model: Claude Sonnet 4.6 (`claude-sonnet-4-6`),
200k context, tool use 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
- [ ] 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-07-06 16:29:01 -07:00
DottaandPaperclip 903886bc79 [codex] Add starred resource sidebar controls (#9085)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the main daily navigation surface for agents,
projects, and their related resources.
> - Operators need a lightweight way to keep frequently used agents and
projects close without changing company-wide ordering or ownership.
> - Resource memberships already model per-user relationships to
projects and agents, so they are the right place to store user-specific
starred state.
> - This pull request extends that membership contract with a starred
timestamp and exposes star controls in list/detail views.
> - The sidebar then uses those starred memberships to show compact,
user-specific shortcuts.
> - The benefit is faster navigation without introducing a separate
favorites system or leaking preferences across users.

## Linked Issues or Issue Description

No public GitHub issue exists.

Feature request:

## Problem or motivation

Users cannot pin frequently used agents or projects into the main
sidebar. Returning to important resources requires scanning full
project/agent lists or navigating through detail pages, which adds
friction to repeated daily workflows.

## Proposed solution

Store a per-user `starred_at` timestamp on agent and project
memberships, expose API actions to set or clear that state, add star
toggle controls to list/detail pages, and render starred projects and
agents as compact sidebar shortcuts.

## Alternatives considered

A separate favorites table would work, but it would duplicate membership
scoping and require another resource relationship model. Keeping starred
state on memberships preserves existing company/user boundaries and
avoids a second source of truth.

## Roadmap alignment

Checked `ROADMAP.md`; no overlapping planned core work for starred
resource/sidebar navigation was found.

## Additional context

The affected subsystems are `packages/db`, `packages/shared`, `server/`,
and `ui/`. The migration is idempotent with `IF NOT EXISTS` guards so
environments that saw an earlier local migration name can still apply
the final ordered migration safely.

## What Changed

- Added idempotent migration `0133_resource_membership_stars` for
`starred_at` columns and lookup indexes on agent/project memberships.
- Extended shared resource membership types and validators with starred
metadata and actions.
- Updated server resource membership services/routes to read and mutate
starred resource state.
- Added reusable star toggle UI and resource membership hook support for
starred state.
- Added starred projects and agents sidebar rendering, plus star
controls on list and detail pages.
- Added focused shared, server, and UI coverage for starred membership
behavior and sidebar rendering.

## Verification

- Rebased and force-with-lease pushed current PR head
`a086fc965391c9e50a51b5b83b5b44a797b2a6f4` onto current
`paperclipai/paperclip:master`; `gh pr view` reports `MERGEABLE` with no
merge conflicts. GitHub checks are green for this fresh head.
- `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts
server/src/__tests__/resource-memberships-routes.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarAgents.test.tsx
ui/src/components/SidebarStarredProjects.test.tsx
ui/src/components/StarToggle.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx` passed after the
rebase: 8 files, 143 tests.
- Greptile re-review is 5/5; the remaining screenshot thread was
resolved as non-blocking because this task explicitly requested no
screenshots/images in the PR.
- `pnpm exec vitest run
ui/src/components/SidebarStarredProjects.test.tsx` passed after the
mobile pending-spinner fix.
- `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts
server/src/__tests__/resource-memberships-routes.test.ts
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarAgents.test.tsx
ui/src/components/SidebarStarredProjects.test.tsx
ui/src/components/StarToggle.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx` passed: 7 files, 68
tests.
- `pnpm --filter @paperclipai/db typecheck && pnpm --filter
@paperclipai/shared typecheck && pnpm --filter @paperclipai/server
typecheck && pnpm --filter @paperclipai/ui typecheck` passed
db/shared/server, then failed in pre-existing UI code outside this PR:
`src/pages/CompanyEnvironments.tsx` missing `@xterm/*` type declarations
and `previous` possibly null.
- Checked that the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Checked `ROADMAP.md` and found no overlapping planned core work for
starred resource/sidebar navigation.
- Searched existing GitHub PRs for duplicate starred-resource/sidebar
work and found none.

## Risks

- Migration touches membership tables. The SQL uses `IF NOT EXISTS` for
columns and indexes so environments that saw an earlier local migration
name can still apply this safely.
- Sidebar ordering and visibility changes could affect users who rely on
the previous flat sidebar layout.
- Starred state is per-user membership metadata; code paths must
continue preserving company/user scoping around memberships.

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

## Model Used

OpenAI GPT-5 Codex, tool-enabled coding agent with shell/GitHub access.
Context window not disclosed 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>
2026-07-06 14:09:11 -05:00
d68c34f2cc Fix managed workspace branch coherence recovery (#8826)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed issue workspaces are part of the control-plane runtime
boundary: the server records which git worktree and branch an agent run
is allowed to use.
> - Existing reuse checks validated the worktree path and cleanliness,
but did not fully validate that the actual checked-out branch still
matched the recorded execution workspace branch.
> - That gap let an agent run switch a managed worktree onto a
publishing branch without updating the execution workspace record, then
later reuse or finalize the workspace as though it were coherent.
> - The runtime needs a bounded repair path for provably safe mismatches
and a hard validation failure for dirty, divergent, or unrecorded branch
transitions.
> - This pull request adds branch coherence to managed git worktree
validation, records explicit recovery evidence, and prevents finalize
success when a run silently changes branches.
> - The benefit is that branch drift becomes either safely repaired or
visibly recoverable instead of silently corrupting managed workspace
state.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug.

Bug report:

- What happened: a managed agent workspace could be recorded for one
branch while the underlying git worktree was actually checked out on
another branch. Reuse and finalization could still treat the workspace
as healthy.
- Expected behavior: managed git worktrees should verify the actual
branch against the recorded execution workspace branch. Safe same-HEAD
clean mismatches may be repaired, while dirty, divergent, or unrecorded
branch transitions should fail into explicit workspace validation
recovery.
- Reproduction outline: create a runtime-managed issue worktree, switch
its checkout to another branch without updating the execution workspace
record, then attempt reuse or run finalization.
- Deployment mode: local/self-hosted Paperclip server using managed git
workspaces.
- Related public work: Refs #7644 and #7579. Related but not duplicate:
#8275 and #5851.

## What Changed

- Added managed git worktree branch inspection, formatted validation
evidence, and safe same-HEAD repair logic to the workspace runtime
service.
- Validated recorded managed workspace branch state before reuse and
during heartbeat setup.
- Added finalization-time branch guards so runs that silently switch
branches fail with `workspace_validation_failed` instead of recording a
successful finalize.
- Added recovery fingerprints and evidence for
`git_worktree_branch_incoherence`, including manual-repair next actions
for unsafe branch drift.
- Documented branch coherence as part of runtime-created git worktree
workspace coherence.
- Added focused tests for safe branch repair, dirty/divergent recovery
evidence, heartbeat setup validation, and finalize failure/success
paths.

## Verification

- `pnpm install --frozen-lockfile`
- `git diff --check origin/master...HEAD`
- `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`

Notes:

- An initial full `pnpm test:run` attempt hit a transient `socket hang
up` in one `plugin-routes-authz` case. The exact case passed when rerun
directly, the full `plugin-routes-authz` file passed, and the subsequent
full `pnpm test:run` passed.
- `pnpm build` still emits existing Vite CSS pseudo-element and
chunk-size warnings unrelated to this change.

## Risks

- This intentionally changes behavior for managed runs that switch
branches without recording the transition: they now fail during
workspace validation/finalization instead of silently proceeding.
- The automatic repair path is intentionally narrow. It only repairs
clean branch mismatches when both branches point at the same commit;
dirty or divergent worktrees require manual recovery.
- Recovery fingerprints now include workspace-validation evidence, so
duplicate recovery-action grouping is more precise for
branch-incoherence failures.

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

## Model Used

OpenAI Codex, GPT-5 Codex CLI/API coding agent, with shell/git/test
execution and reasoning mode 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

---------

Co-authored-by: Cody <noreply@paperclip.ing>
Co-authored-by: Cody <cody@paperclip.ing>
2026-07-01 13:35:58 -07:00
a8f0ebaa80 Refresh run config before reusing workspaces (#8797)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs are assembled by the heartbeat service from agent config,
project workspaces, environment config, secret bindings, skills, and
runtime session state.
> - The heartbeat service intentionally reuses adapter sessions,
execution workspaces, and sandbox leases when that preserves useful
state.
> - Reuse becomes incorrect when the effective next-run config changes
after a saved session, workspace, or lease was created.
> - Stale reuse can make a later run appear pinned to old agent,
environment, secret, instruction, or workspace settings.
> - This pull request records non-sensitive fingerprints for the
effective session, workspace, and lease config at run boundaries.
> - When those fingerprints drift, Paperclip refreshes persisted runtime
config or starts fresh execution instead of reusing stale state.
> - The benefit is predictable next-run config freshness without storing
raw secret values, full env maps, provider credentials, or private path
details.

## Linked Issues or Issue Description

- Refs #8058
- Related PRs checked during dedup search: #4968, #4155, #84, #8480.
These cover nearby workspace/session routing or model-config freshness
areas, but do not duplicate this effective run config fingerprinting
path.

## What Changed

- Added effective run config fingerprinting for session, workspace, and
lease reuse decisions, with canonicalization that ignores generated
runtime noise and redacts sensitive values.
- Updated heartbeat reuse logic to compare stored and next-run
fingerprints, reset stale saved sessions, refresh persisted workspace
config snapshots, replace stale reused workspaces when required, and
avoid stale sandbox lease reuse.
- Included plain environment value drift via value hashes, without
storing the raw env values.
- Root-bound instruction content hashing so legacy direct absolute
instruction paths are represented but not read for config fingerprints.
- Batched secret/version metadata lookups for environment lease
fingerprinting.
- Added workspace operation/run result freshness metadata so operators
can inspect non-sensitive decision categories.
- Surfaced config freshness labels and next-run copy in the UI and docs.
- Added focused coverage for fingerprint redaction, session reset
decisions, workspace refresh/replace behavior, environment lease drift,
and persisted workspace restoration.

## Verification

- `git diff --check`
- Sensitive-data scan before push:
- `git diff --unified=0 origin/master...HEAD | rg -n --pcre2
"(AWS_ACCESS_KEY_ID|AWS_SECRET_ACCESS_KEY|ghp_[A-Za-z0-9_]{20,}|github_pat_[A-Za-z0-9_]{20,}|sk-[A-Za-z0-9]{20,}|-----BEGIN
(RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----|AKIA[0-9A-Z]{16})"`
- `git diff --unified=0 origin/master...HEAD | rg -n --pcre2
"[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\\.[A-Za-z]{2,}"`
- `pnpm exec vitest run
server/src/__tests__/effective-run-config-fingerprints.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/environment-runtime.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/db clean`
- `pnpm test:run`
- `pnpm build`
- UI screenshots from Cutter:
-
https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-01.png
-
https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-02.png
-
https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-03.png

## Risks

- Medium: overly broad fingerprints could start fresh sessions,
workspaces, or sandbox leases more often than necessary.
- Medium: missing a config category would allow stale reuse to persist
for that category.
- Medium: legacy direct absolute instruction paths are no longer
content-hashed unless they are paired with an absolute managed
instructions root.
- Low data risk: fingerprint metadata stores hashes and category names,
not raw secrets, raw env values, provider credentials, or private path
details.

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

## Model Used

OpenAI GPT-5 via Codex CLI / Codex coding agent, tool-enabled with
shell, Git, GitHub CLI, local test execution, and code editing. The
exact deployed model variant and context window are not exposed by this
environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Cody <cody@paperclip.ing>
2026-06-30 14:50:25 -07:00
Devin FoleyandPaperclip 8d9f9fd240 Add reusable sandbox custom images (#8794)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A growing part of that work runs in sandboxed environments rather
than on the operator's local machine.
> - Today sandbox providers can start fresh workspaces and run probes,
but they do not have a shared contract for capturing and reusing
prepared sandbox state.
> - Operators need a way to set up tools, credentials, and project
dependencies once, then reuse that prepared image for later agent runs.
> - This pull request adds reusable sandbox custom images across the
provider contract, server runtime, and board UI.
> - It also keeps probes and sandbox copy flows aligned with
pre-authenticated/custom-image environments.
> - The benefit is faster, more reliable sandbox runs without repeatedly
rebuilding the same environment setup.

## Linked Issues or Issue Description

No public GitHub issue was found for this change. Inline feature request
follows.

### Problem or motivation

Sandboxed agents need reusable prepared runtime state so repeated runs
do not require manual setup every time. Operators often need system
packages, CLIs, SDKs, dependency caches, credentials, and project
tooling available before an agent can work productively.

### Proposed solution

Add a provider-level custom-image capability, server-side setup/capture
lifecycle, Daytona/fake provider support, and board UI controls for
creating, testing, selecting, and deleting custom images.

### Alternatives considered

Leaving this as provider-specific setup outside Paperclip would keep the
control plane blind to image state and would not give agents consistent
environment metadata. Re-running setup commands for every lease is
simpler, but slower and less reliable for interactive or credentialed
setup.

### Roadmap alignment

Checked `ROADMAP.md`; this aligns with the Cloud / Sandbox agents
roadmap area and does not duplicate any related public issue or PR found
by search.

Additional context:
- Subsystem affected: cross-cutting (`packages/db`, `packages/shared`,
`packages/plugins`, `server`, `ui`).
- Duplicate search: searched GitHub for `sandbox custom image` and
`sandbox template environment`; no related public issues or PRs were
found.

## What Changed

- Added custom-image shared types, validators, constants, API paths, and
database schema/migration.
- Added server services/routes for custom-image templates and setup
sessions, including runtime cleanup and provider metadata handling.
- Extended plugin/sandbox provider capabilities for interactive setup,
template capture, and template deletion.
- Implemented custom-image support in the fake sandbox provider and
Daytona provider.
- Updated environment runtime/config handling so active custom images
flow into leases, probes, and agent execution.
- Added board UI controls and API client support for custom-image setup,
capture, selection, status, and error states.
- Hardened sandbox copy/probe behavior for insecure clipboard contexts
and pre-authenticated sandbox images.
- Added targeted coverage across shared validators, DB schema, server
routes/services, provider plugins, adapter probes, and UI flows.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm vitest run
packages/adapters/claude-local/src/server/test.probe.test.ts
packages/adapters/claude-local/src/server/test.ts
packages/adapters/codex-local/src/server/test.remote.test.ts
packages/adapters/codex-local/src/server/test.ts`
- `pnpm --filter @paperclipai/adapter-claude-local typecheck`
- `pnpm --filter @paperclipai/adapter-codex-local typecheck`
- `pnpm vitest run
packages/db/src/environment-custom-images-schema.test.ts
packages/shared/src/environment-custom-images.test.ts
packages/shared/src/validators/plugin.test.ts
server/src/__tests__/environment-custom-images-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
packages/plugins/sandbox-providers/daytona/src/plugin.test.ts
ui/src/pages/CompanyEnvironments.test.tsx
ui/src/pages/CompanySettings.test.tsx`
- `pnpm -r typecheck`
- `pnpm build`
- `rm -rf packages/db/dist && pnpm test:run`
- Public-safety scan of the final diff found no internal Paperclip issue
links, private instance URLs, or real secret patterns.

## Risks

- Adds a database migration and new environment runtime tables, so
migration ordering and rollback need care.
- Provider implementations may differ in how reliably they can
capture/delete images; unsupported providers surface capability-gated UI
states.
- Custom-image state can contain operator-prepared tooling and
credentials inside the provider image, so providers must enforce their
own access controls and cleanup semantics.
- Broad surface area across shared contracts, server runtime, plugins,
adapters, and UI means CI and Greptile review should be watched closely.

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

## Model Used

OpenAI GPT-5 (`gpt-5`) via Codex CLI with tool use and code execution.
Assisted with branch cleanup, conflict resolution, local verification,
and PR preparation. Earlier branch implementation work was assisted by
Paperclip-managed Claude/Codex agents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/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>
2026-06-30 09:57:49 -07:00
DottaandPaperclip e68188c438 fix: upstream deployed document-comment, routine-annotation, workspace & board-polling fixes (#8536)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - This change touches several already-shipped subsystems —
document-comment annotations, the selected-agent Conference Room chat
surface, routine description annotations, workspace-operation tracking,
and the board polling/inbox UI
> - A batch of incremental fixes and two small backend additions had
accumulated on a local mainline and were deployed to a live instance,
but never landed upstream — so each `origin/master` sync kept
re-diverging
> - Leaving them un-upstreamed means the same delta has to be re-merged
on every sync and risks being lost or silently reverted
> - This pull request rebases that delta cleanly on top of current
`origin/master` (preserving recent upstream work such as reusable
sandbox leases and the relation-list collapse controls) and brings it up
for review
> - The benefit is that mainline and the deployed instance converge, and
these fixes/additions get normal review + CI + Greptile coverage

## Linked Issues or Issue Description

No single GitHub issue tracks this; it is a bundle of bug fixes and two
small feature additions. Following the issue-template fields:

**Bug fixes (what was wrong → what this does):**
- Document comments rendered out of document order, didn't live-update
across clients, swallowed save failures, and lost the markdown text
selection on re-render. Now: doc-order sort, live updates, surfaced
save-failure state, stable selection across re-renders.
- The board polling hot path returned oversized payloads on every poll.
Now: an opt-in `summary` projection trims the heartbeat-run list
payload.
- Assorted UI fixes: sidebar nav peek/streamlining edge cases, markdown
file-viewer re-mount/line-height issues on iOS Safari, inbox badge/skill
deep-link tab selection, and `⌘.` work-mode cycling on iOS.

**Feature additions:**
- `workspace_operations.issue_id` — associate a workspace operation with
the issue that triggered it (new migration `0106`, schema, service,
shared type).
- Routine **description annotations** — comment threads on a routine's
description document, mirroring issue document annotations (new
migration `0107`, `routine_documents` schema, routes/service,
editable-sections UI).
- Selected-agent **Conference Room chat** surface wiring and live
issue-thread updates.

**Related PR:** #8229 (`feat(control-plane): add annotation and
workspace controls`, draft) covers overlapping
annotation/workspace-control territory — flagging it so a reviewer can
reconcile the two rather than double-merging.

## What Changed

- `feat(workspace)`: `workspace_operations.issue_id` migration +
schema/service/type; issue workspace property controls reconciled with
upstream's evolved "Service" row.
- `feat(routines)`: routine description annotations —
`routine_documents` schema, migration `0107`, routes/service,
`editable-sections` UI.
- `fix(document-comments)`: doc-order sort, live updates, save-failure
surfacing, stable markdown selection (+ storybook story, rerender test).
- `feat(chat)`: selected-agent Conference Room chat surface and live
issue-thread updates (`LiveUpdatesProvider`, `issue-chat-messages`,
interactions service).
- `perf(board)`: opt-in `summary` projection for the board
polling/heartbeat-run list payload, plus assorted sidebar / file-viewer
/ inbox / IssueProperties UI fixes.

Organized into 5 logical commits. Migrations are numbered incrementally
after upstream's latest (`0105`) — `0106` then `0107`, no journal
collision.

## Verification

- Built by 3-way merging the deployed delta onto current
`origin/master`; the only merge conflict (`IssueProperties.test.tsx`,
two adjacent test blocks) was resolved in favor of upstream's evolved
"green service link above the workspace row" layout, which matches the
merged component's rendered output.
- Confirmed recent upstream work is preserved post-merge: reusable
sandbox lease teardown (`#8513`), the IssueProperties relation-list
collapse controls, and the sidebar streamlined-nav default.
- Confirmed the net diff vs `origin/master` is exactly the intended
feature delta (65 files) and that overlapping server files (`issues.ts`,
`agents.ts`, `heartbeat.ts`) only add feature code without disturbing
upstream logic.
- This delta is already running on a live deployed instance.
- Full typecheck/test suite + Greptile to run in CI (see checklist).

## Risks

- Two new migrations (`0106`, `0107`). Both are additive (new table /
new nullable column) and ordered after upstream's `0105`; no data
backfill, low risk. If another migration-bearing PR merges first,
renumber before merge.
- Largest blast radius is in the merged overlapping UI/service files;
covered by the existing test suites for those files plus CI.
- Overlaps thematically with draft PR #8229 — reviewers should reconcile
rather than merge both blindly.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use
(git, shell). Agentic coding workflow.

## 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)
- [ ] 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-23 09:00:14 -05:00
DottaandPaperclip 2dbaf4a7fa External object references across issue surfaces (#8512)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI agents, issues, approvals, comments, and work products.
> - The involved subsystem is issue context: markdown links, issue
properties, related work, lists, filters, inbox/sidebar status, and
plugin-provided external context.
> - The gap is that URLs to external systems currently remain mostly
plain links, so humans and agents must manually open them to understand
status, identity, and liveness.
> - This matters because external work objects such as GitHub issues and
pull requests are part of the operational state of a Paperclip company.
> - The implementation keeps core provider-neutral: shared contracts,
storage, sync, routes, and UI surfaces live in core while providers can
contribute detection and status resolution.
> - This pull request adds the external object reference foundation,
GitHub provider support, issue-surface rendering, filters,
sidebar/list/inbox signals, and test/story coverage.
> - The benefit is that linked external work becomes inspectable
Paperclip context without hardcoding every provider directly into the
UI.

## Linked Issues or Issue Description

No public GitHub issue exists for this work.

Feature request:

- Problem: URLs in Paperclip issues, comments, documents, and related
surfaces do not expose provider status or object identity inline.
- Proposed behavior: detect supported external object URLs, persist
normalized references, refresh provider status, and render concise
status-aware links across issue surfaces.
- Users affected: board users, agents, and maintainers who triage issues
containing external work links.
- Acceptance: external object references are company-scoped,
provider-extensible, visible in key issue surfaces, filterable where
relevant, and covered by focused shared/server/UI tests.

Related PR search:

- No open duplicate PRs found for `external object references`.
- Closed related prior attempt: #4556.

## What Changed

- Added shared external-object contracts, validators, status/liveness
helpers, and plugin protocol declarations.
- Added database schema and additive migrations for external objects,
source mentions, and display metadata.
- Added server services/routes for detecting, syncing, summarizing,
refreshing, and resolving external objects across issues, documents,
comments, projects, and plugins.
- Added a GitHub external-object provider plus plugin SDK authoring
docs.
- Wired UI presentation across markdown links, comments, issue chat,
documents, properties, related work, issue rows, filters, inbox/sidebar
badges, and Storybook stories.
- Rebasing cleanup: moved the branch onto current `master`, repaired
stale worktree provision config, hardened environment-sensitive
tests/mocks, and removed committed screenshot artifacts from the PR
branch to keep the reviewable file set below tool limits.

## Verification

- `pnpm exec vitest run packages/shared/src/external-objects.test.ts
server/src/__tests__/external-object-routes.test.ts
server/src/__tests__/external-objects-service.test.ts
ui/src/components/ExternalObjectPill.test.tsx
ui/src/lib/external-objects.test.ts` passed after rebasing: 5 files, 56
tests.
- Historical branch verification before this PR creation included `pnpm
test:run`, `pnpm -r typecheck`, and `pnpm build`; this PR body does not
claim those were rerun after the final rebase.

## Risks

- Medium: this adds a new cross-surface sync path on
issue/document/comment writes. The implementation uses safe sync
wrappers so external-object failures warn instead of blocking core
mutations.
- Medium: the migrations introduce new tables and indexes. They are
additive and company-scoped.
- Medium: provider-specific URL parsing can miss or misclassify edge
cases. Shared canonicalization tests and provider tests cover current
GitHub shapes.
- Low: UI badge/filter behavior could add visual noise for object-heavy
issues; component tests and Storybook stories cover the intended
surfaces.

> Roadmap checked: `ROADMAP.md` references the plugin system as the
current extension path and does not list a duplicate core feature.
Related long-range docs discuss external references, work products,
preview URLs, and plugin extension points; this PR implements the scoped
external-object reference foundation.

## Model Used

OpenAI Codex, GPT-5 coding-agent runtime, with shell and GitHub CLI tool
use. Reasoning mode: medium. Exact deployed runtime model ID and context
window were not exposed in the environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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>
2026-06-23 08:27:19 -05:00
Devin Foley 5ebbe67ebd fix(workspace-runtime): base fresh worktrees on origin/master and refresh unstarted reuses (#8412)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent work runs inside git worktrees created by the workspace
runtime, each branched from a configured base ref (typically the repo's
default branch)
> - When the local `master` is stale or ahead of `origin/master`
(committed but unpushed work, or local-only commits), a freshly created
worktree inherits that divergence — so an unrelated task branch silently
carries commits it never intended to touch
> - This surfaced as a docs-only task whose PR accidentally pulled in
unrelated changes from a diverged local master
> - The base for a fresh worktree should be resolved authoritatively to
the remote-tracking ref (`origin/<branch>`), and an idle/unstarted
reused worktree should be safely fast-forwarded — without ever
destroying in-progress work
> - This pull request makes both behaviors explicit in the workspace
runtime
> - The benefit is that task branches start from a clean, authoritative
base, eliminating accidental inclusion of unrelated local changes

## Linked Issues or Issue Description

This is a bug fix. No public GitHub issue exists, so describing it
inline following the Bug Report template:

**What happened**

A task intended to change only docs produced a PR that also contained
unrelated changes pulled in from `master`.

The root cause: when a new worktree is created from a configured local
branch (e.g. `master`), the worktree inherits whatever that local branch
points at. If the local `master` has committed divergence from
`origin/master` (unpushed or local-only commits), that divergence leaks
into the new task branch. The leak comes from committed
local-vs-`origin/master` ref drift, not uncommitted working-tree changes
(each worktree has its own working tree).

**Expected behavior**

A fresh worktree should be based on the authoritative `origin/master`
head so unrelated local commits never seed a task branch.

**Steps to reproduce**

1. Have a local `master` that is ahead of `origin/master` (committed but
unpushed work).
2. Create a new worktree/task branched from `master` via the workspace
runtime.
3. Open a PR from that branch — it carries the unrelated local commits.

**Deployment mode**

Self-hosted / local workspace runtime.

## What Changed

- Fresh worktrees now resolve their base ref authoritatively: a
configured local branch (e.g. `"master"`) is mapped to its
`origin/<branch>` remote-tracking counterpart so unpushed/ahead local
commits can never seed a task branch. Remote-tracking refs, SHAs, and
tags are used verbatim; an unset/`HEAD` base falls back to the detected
default branch. The resolved ref is recorded (`repoRef`) so downstream
drift checks stay accurate.
- If a configured local branch has no matching `origin/<branch>`, the
runtime warns and falls back to the local ref rather than failing.
- On reuse, a *provably unstarted* worktree (no commits past base +
clean tree including untracked files) is fast-forwarded to the latest
`origin/master`. Started or dirty worktrees keep the prior warn-only
behavior, so in-progress work is never reset. Only remote-tracking bases
are eligible for the refresh.

## Verification

- `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts`
- 5 new tests cover: local-branch→`origin/<branch>` mapping, no-remote
fallback warning, unstarted-reuse fast-forward, and that started/dirty
worktrees are left untouched.
- Result: 65 passed. 1 pre-existing failure (`auto-detects the default
branch via symbolic-ref when origin/HEAD is set`) is unrelated to this
change and fails only due to the test host's git default-branch config
(test setup runs `git push -u origin main master` but the local default
branch is `main`); it also fails on `master`.

## Risks

- Low risk. The refresh path is intentionally conservative: it only
fast-forwards worktrees that are provably unstarted (zero commits past
base and a fully clean tree, including untracked files) and only when
the base is a remote-tracking ref. Started or dirty worktrees fall
through to the existing warn-only drift behavior, so no in-progress work
can be destroyed.
- Behavioral shift: fresh worktrees configured against a local branch
will now base on `origin/<branch>` instead of the local ref. This is the
intended fix; the only case it changes is when local and remote have
diverged.

## Model Used

Claude — `claude-opus-4-8` (extended thinking, tool use / 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
- [ ] If this change affects the UI, I have included before/after
screenshots (N/A — no UI changes)
- [x] I have updated relevant documentation to reflect my changes (N/A —
no doc changes needed)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending CI run)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending review)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-20 18:51:28 -07:00