Commit Graph
13 Commits
Author SHA1 Message Date
DottaandPaperclip 9ca9af544a Drive remaining live run and resource recovery from durable work (#18419)
Reviewed and verified at 6a4c193906.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-31 16:00:35 -05:00
DottaandPaperclip b6b57079b9 fix: evaluate status cards on committed changes and deadlines (#18401)
Reviewed and verified at 21795e222a.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-31 11:41:59 -05:00
ba07f85cad perf: schedule agent timers from durable deadlines (#17876)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/58/changes/paperclip/58
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## Thinking Path

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

## Linked Issues or Issue Description

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

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

**What existing behavior does this improve?**

Agent timer heartbeat scheduling in the server.

**Current behavior**

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

**Proposed behavior**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Issue-monitor scheduling and idle database use.

**Current behavior**

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

**Proposed behavior**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 08:40:56 -05:00
829f9e7eaf fix(server): settle Muse terminal assignments from committed changes (#17793)
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https://entire.com/gh/paperclipai/-/trails/12/changes/paperclip/12
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## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its external-agent module owns Muse assignments, operation receipts,
and worker holds.
> - Running assignments and retained terminal history must not cause an
empty maintenance scan every five seconds.
> - Terminal run changes and operation results already have durable
database transactions.
> - This pull request wakes the existing maintenance worker from those
commits and reconstructs work at startup.
> - The worker retries only concrete settlement debt. It retains
qualification deadlines and authority checks.

## Linked Issues or Issue Description

Refs: #17772. This is slice 57. Parent #17772 has merged.
Related: #17000, #17525, #17752, #17758. The publication targets master
and preserves the merged parent.

**What existing behavior does this improve?**

Muse terminal assignment settlement and the existing Muse maintenance
worker.

**Current behavior**

A running assignment can keep maintenance scanning every five seconds.
Terminal reconciliation rewrites unchanged history. Native finalization
also calls that reconciliation during periodic replay. Discovery
excludes a revoked original binding even when its assignment still needs
settlement.

**Proposed behavior**

Committed run changes and operation receipts wake the existing worker
with the original company, run or binding identity. Startup reconstructs
actionable work from existing rows. Maintenance processes bounded
batches and disarms after settlement. Default live and manual callbacks
remain. The periodic callback delegates this one duty.

**Reason and benefit**

Configured but idle instances stop querying for this obligation. Late
receipts, restarts, drain and historical bindings still have recovery
paths. No table or independent timer is added.

**Breaking changes**

No schema, endpoint or provider protocol changes. Explicit manual
reconciliation retains its unbounded default. This does not alter Cloud
sleep admission or claim that all instance work can sleep.

## What Changed

- Add an owner predicate shared by discovery and locked settlement.
Fenced private-worker uncertainty remains held without an automatic
retry loop.
- Preserve original binding generation and company/agent/run identity,
including revoked bindings. Fence only the terminal assignment during
reconciliation.
- Extend existing maintenance with scoped hints, bounded batches,
concrete-debt retry, startup reconstruction and quiet drain behavior.
- Register notifications inside existing terminal, projection,
cancellation, operation-result and send-failure transactions. Keep
qualification and OAuth signals explicitly global when coalesced with
scoped changes.
- Serialize only four domain IDs. Real native-finalizer tests caught and
prevent a circular-object serialization failure at this boundary.
- Use existing restore/worktree suppression and settings reactivation.
Delegate both periodic finalizer branches while retaining resource
callbacks and default live/manual settlement.
- Add the producer audit and regression evidence in
`doc/plans/2026-10-26-muse-terminal-settlement-sleep.md`.

## Verification

Accepted production source: `584015018ed4a9d57d2b0f192b75847503b54e53`.
Publication head: `305014b030d6c5eb891c70bc57036f4192d4fdad`. Normal
adoption of the actual parent squash preserves the complete accepted
child tree. Only audit text, a migration-count clarification, and the
proved Photon test extension follow.

- **3,715 distinct cases in 52 complete server files pass**, plus **20
selected chat cases** (3,735 selected total). The main 49-file batch
passes 3,008; process recovery passes 410; review response passes 273;
the full Photon file passes 24. The other 1,794 chat cases were not run
locally.
- **Quiet producer proof:** moving only the Muse fanout outside its
parent guard produces six candidate SELECTs and fails the regression.
Keeping the guard yields zero and still settles a real terminal run. The
same test hash spans the controlled red/green pair.
- **Photon review evidence:** repeated active callbacks produce zero
settlement hints/candidate SQL. Three concurrent attention recoveries
produce exactly one of each. The existing locked attention guard was
correct; production needed no fix. The parent security check accepted
the resolved finding before merge. This PR keeps the additional
settlement queue in the existing regression.
- **Static checks pass:** database build; server typecheck/build; module
boundaries; migration order; current Copilot identity. Packages equal
the accepted parent byte for byte. No new live provider qualification is
claimed.
- **Fixtures and failures:** 34 fresh PostgreSQL 17 fixtures have 412
applied migration receipts through tag 0413_tired_kronos, plus fresh
per-call helper fixtures. All 52 original test hashes restore exactly.
The additional Photon test hash matches its passing proof. Earlier
remote chat passive-idle failure remains recorded; both passive/missing
cases pass in the new selection. Parent handoff timeout/fresh-file-pass
accounting remains in its audit. No assertion or timeout was weakened.
- [Integration and quiet producer
audit](https://github.com/paperclipai/paperclip/blob/305014b030d6c5eb891c70bc57036f4192d4fdad/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md#current-master-integration-and-quiet-producers-2026-10-29).
Fresh CI, security, and exact-head Greptile 5/5 must pass before merge.

<details><summary>Earlier revision verification and failure
history</summary>

Receiver failure fairness: a controlled 1,100 ms batch reproduced a
30-second delay for healthy due receivers. The worker now supplies its
existing per-item deadline through `nextRunAtOnError`. All 20 receiver
lifecycle tests pass on the owner and combined tip
`31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production
typechecking passes on the owner. The failed receiver retains its own
backoff, and settled receivers return to zero recurring SQL. The
five-second assertion budget is unchanged. See [the owning
audit](https://github.com/paperclipai/paperclip/blob/f7477933469fdc960f555425dce66eff25a94e54/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch).
Current-head CI and review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/bbd31dea5ef3a4875950a87b4636af8b6bde858e/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Inherited voice-cleanup verification: the controlled slow-provider
regression and all 13 lifecycle tests passed on its owner and combined
tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only
the fixture clock advancement and its audit note.

Current head: `f7477933469fdc960f555425dce66eff25a94e54`. This remains a
single-duty PR stacked on #17772.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-muse-terminal-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.


</details>

## Risks

- In-process signals do not capture independent SQL or other replicas.
Supported external events still need ingress.
- Pending assignments and operation receipts retain their original
binding identity. A new agent configuration cannot take their ownership.
- Genuine qualification, OAuth, and recovery deadlines remain
obligations. They must not be discarded merely to make the worker quiet.
- The parent coarse-hint guard prevents recurring Muse discovery; real
company/binding authority changes retain their signals.
- No full local repository suite, full chat suite, live Muse or Copilot
qualification, deployed sleep, database suspension, external alarm
coverage, or cost savings is claimed. Existing Cloud blockers remain.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, real
PostgreSQL tests, and GitHub tools. The exact runtime model identifier
and context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 06:18:40 -05:00
df6156c2e3 fix(server): wake native status reassessment from committed changes (#17709)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 03:40:01 -05:00
DottaandPaperclip 4e715eb7ea fix(server): schedule historical unsafe export recovery (#17687)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**What did you expect?**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

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

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

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

## Risks

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

## Model Used

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

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 00:13:22 -05:00
DottaandPaperclip 51c3f8924c fix(server): schedule cancelled workspace preservation (#17677)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A cancelled native run may still owe preservation of prepared
workspace files.
> - The existing recovery receipt and source lease record that
obligation.
> - The orphan reaper still searches for these cancellations on every
pass.
> - This PR registers committed cancellations with the shared deadline
worker.
> - The existing retention owner keeps file pinning and ownership
checks.
> - Idle and completed history no longer causes this preservation scan.

## Linked Issues or Issue Description

Refs #17674 and #17145. Stopped instruction collection is merged into
master. It owns file-preservation discovery only. The existing
environment cleanup worker continues to own stop-only teardown.

**What needs to be improved?**

`preserveCancelledNativeWorkspaces` runs from every orphan-reaper pass.
It queries even when no cancelled native workspace needs a file-recovery
hold. Current foreground Stop can also defer retention after a lock or
database failure, so startup-only recovery would be insufficient.

**Why is this improvement important?**

Empty queries keep idle tenants active. Removing them must not lose user
files, weaken Stop ownership, replay cancelled work, or turn a retained
allocation into destructive cleanup.

**Proposed solution**

Register the existing durable obligation from committed run-status,
cancellation-acknowledgement and workspace-reference writes. Reconstruct
it at startup. Keep retries while actual preservation remains
unresolved. Disarm after the existing owner records the hold. Related-PR
search and ROADMAP.md review found no duplicate of this scheduling
migration.

## What Changed

- Add a company/run-scoped preservation worker with 100-row keyset
reconstruction and fair batches of five.
- Separate pending file debt from immediate coordinator/lease readiness.
Retain a 30-second retry for known unfinished preservation and shared
failure backoff for errors.
- Signal the existing status, acknowledgement, workspace-reference,
deletion and settings transactions. Add no table or independent timer.
- Keep exact source checks, no-workspace contracts, task/coordinator/run
lock order, retention receipt and no-replay recovery card with their
owners.
- Recheck cancellation acknowledgement, run status and coordinator phase
under the retention locks. Preserve the existing foreground preterminal
API.
- Keep startup/manual recovery; skip only this duty in periodic reaping.
Preserve drain/standby and shutdown behavior.
- Add concurrent, replay-safe partial index migration 0409 and retain
the five newest snapshots.
- Add the producer and lifecycle audit in
`doc/plans/2026-10-25-cancelled-workspace-preservation-sleep-audit.md`.

## Verification

- Current source `21b46a8e4293ca670235117458b984493a181759`: all 1472
cases in 16 complete files pass without skips. The owner passes 84 cases
in 14.93 seconds. Fifteen consumer files pass 1388 cases in 133.46
seconds, including all 968 native-session cases and Stop, dispatch,
restart, workspace-sync and upgrade-readiness coverage.
- Twelve separate fresh PostgreSQL 17 databases migrated through 0409
before setup. The embedded-only lifecycle fixture temporarily used its
own external database on this IPC-exhausted host and was restored byte
for byte. Assertions and timing limits stayed unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. The complete original runtime/schema
patch and unrelated current-parent blobs are preserved. Original
concurrent index SQL, all earlier executable history and retained
snapshot bytes are unchanged; five snapshots 0405 through 0409 remain.
- A populated 0408-to0409 upgrade preserves all 407 prior receipts and
38 companies. Exactly one receipt is appended; replay adds none. The
preservation index is valid and ready on fresh and upgraded databases.
- Actual parent `82529741418e138d9d623bf13d2fa22c1ff79d36` is merged
through a normal ancestry reconciliation. Its complete tree equals the
reviewed parent. The entire accepted child tree and all source hashes
are preserved. The audit retains earlier failures, qualifications and
per-file counts. Published head
`b34f0589847f33754ecde9413fd36bf007353d2c` has Greptile 5/5 and all 57
checks passing or skipped. No Ponytail review is present. These checks
do not establish deployed host/database suspension or Cloud alarm
delivery.

## Risks

- Signals cover instrumented single-process writers. Independent SQL
writers and additional replicas need integration.
- Status signals may inspect a run without relevant file debt once. They
do not create recurring work. Discovery and memory still scale with
actual candidates.
- Missing ownership or stop evidence remains pending. Active retries are
intentional while a concrete file obligation is unresolved.
- Retry timing is process-local; startup reconstructs durable debt. The
worker does not overwrite another native-finalizer deadline.
- Admitted database operations may finish after drain begins. Shutdown
joins them. Provider teardown remains with the existing cleanup owner.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarm coverage, sleep eligibility and host suspension are
unchanged. This proves worker behavior, not fleet savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL
tests. The runtime does not expose a more precise model ID or
context-window size for this turn.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 22:27:11 -05:00
DottaandPaperclip 8252974141 fix(server): schedule stopped instruction collection (#17674)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Runs can stop while their private instruction edits still need
collection.
> - Existing copy rows and stop evidence describe that unfinished work.
> - The orphan reaper still queries for it on every maintenance pass.
> - This PR activates collection from committed copy and run
transitions.
> - It uses saved retry deadlines when stop proof or collection remains
pending.
> - Active copies and completed history no longer cause collection
polling.

## Linked Issues or Issue Description

Refs #17671 and #17670. Both prerequisites are merged into master.
Captured saves and post-save release remain separate reasons with their
own workers.

**What needs to be improved?**

`recoverStopped` queries instruction copies on every orphan-reaper pass,
even when no terminal run owes collection. A run can become terminal
without changing its copy row, so copy-only notifications would miss
real work.

**Why is this improvement important?**

Repeated empty queries prevent idle tenant instances from becoming
quiet. Removing them must preserve edits, stop proof, current ownership,
and recovery after restart.

**Proposed solution**

Use the existing transaction signals, scoped deadline worker, and
scheduler. Reconstruct eligible copies at startup, signal supported copy
and terminal-run writers, and retain saved retry deadlines for
unresolved work. Preserve the existing collection and directory owners.

Related PR search found the warm agent-file ownership work (#14695),
verified stop boundary (#14311), and task-workspace cleanup (#16464).
This PR does not replace those contracts. ROADMAP.md has no duplicate
migration.

## What Changed

- Add scoped stopped-instruction collection with keyset reconstruction
and fair batches of 20.
- Signal before copy preparation, mutation and adoption writes, and
before terminal run writes in their existing transactions.
- Cover heartbeat, native finalization/restart/session recovery,
execution-control, queue and dispatch producers.
- Signal settings changes and company/agent deletion. Preserve drain,
standby, restart and shutdown ownership.
- Recheck terminal-run eligibility in the due-time claim. Keep terminal
status separate from process-stop proof.
- Retain existing stop checks, attempt limits, saved candidate bytes and
remote-resource fencing.
- Skip only this lane in periodic orphan recovery. Preserve
manual/startup recovery.
- Add concurrent, replay-safe partial index 0408 and retain the five
newest snapshots. Add no table.
- Record the owner and producer audit in
`doc/plans/2026-10-25-stopped-instruction-collection-sleep-audit.md`.

## Verification

- Source `cb2818a8f46ef961f744977a258f0e9042e31a42`: all 1469 cases
across 14 complete files pass without skips in 141.69 seconds. This
includes all 968 native-session cases, filesystem saves, startup,
terminal-run producers, dispatch, queue, execution-control, finalization
and lifecycle.
- Eleven separate fresh PostgreSQL 17 databases migrated through 0408.
The embedded-only lifecycle fixture temporarily used its own external
database on this IPC-exhausted host and was restored byte for byte.
Assertions and timing limits stayed unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-current migration order pass. The original concurrent index SQL is
unchanged. All prior executable migration history, journal entries and
retained snapshot bytes are preserved; the five newest snapshots are
0404 through 0408.
- A populated 0407-to0408 upgrade preserves all 406 prior migration
receipts and 38 companies. It appends exactly one receipt. Replay adds
none. The collection index is valid and ready on fresh and upgraded
databases.
- The normal merge of actual parent
`267842fc3c6e6542deed8a1bcc2c78bec8df7862` preserves both complete
patches, all independent sidebar changes from #18117, and the full
accepted server/package/test trees. The complete sidebar test file
passes all 36 cases on the combined tree. React act warnings remain.
- Prior failures and fixture qualifications remain in the audit.
Published head `d176d731f083c7edd2ede688cb901d1e66d8f1d8` has Greptile
5/5, all 57 checks passing or skipped, and no unresolved review threads.
No Ponytail review is present. These local tests do not establish
deployed host/database suspension or Cloud alarm delivery.

## Risks

- Process-local signals cover instrumented writers. Independent SQL
writers and additional replicas still need integration.
- Terminal-run signals can cause one scoped inspection even if no
instruction copy exists. They do not create a recurring scan.
- Reconstruction and memory scale with actual pending candidates; active
candidates are filtered by the run join.
- Admitted file/provider operations can outlive a later drain request.
Shutdown joins them. Uncertain ownership remains pending rather than
being discarded.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarms, sleep eligibility and provider suspension are unchanged.
Worker quiet is not a claim of deployed host/database sleep or measured
savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and
PostgreSQL/filesystem tests. The runtime does not expose a more precise
model ID or context-window size for this turn.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 22:13:57 -05:00
Devin FoleyandPaperclip 5ea3f905cf fix: preserve workspace finalization during watchdog recovery (#16247)
Keep task completion separate from runtime and workspace settlement. Permit verified board file-only repair of successful legacy retained-source runs without authorizing replay.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 18:35:27 -07:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent creation, approval, pause, and termination change whether an
agent can work.
> - These changes currently use separate service and database paths.
> - Some agents need setup after their record exists and before their
harness can run.
> - This PR adds one module that owns those state changes and their
transactions.
> - The module records progress and retries incomplete work after a
server restart.

## Linked Issues or Issue Description

**Problem or motivation**

A hire can become active before its execution environment is ready.
Direct agent state writes also bypass one common lifecycle boundary.
Termination does not have a durable step for resource cleanup.

**Proposed solution**

Use agent lifecycle commands for hiring, approval, pause, resume, and
termination. Keep proposed hires pending until approval. Prepare each
approved hire, test its saved harness configuration, and then permit
work. Wait for required plugin work before completing a step.

**Alternatives considered**

A general database commit hook would expose transaction details to
callers. A timer alone would delay each new hire. This module owns each
command transaction and starts its worker after commit. A periodic scan
recovers work after a process stops.

**Roadmap alignment**

This change adds the lifecycle boundary for the existing agent and
plugin systems. It does not add a user interface or a provider
implementation. It replaces the lifecycle delivery approach in #15391.
Related proposals include #11475 and #13099; this change does not add
their external executor protocols.

## What Changed

- Add durable approval, preparation, verification, pause, resume, stop,
and cleanup states.
- Keep agent creation, lifecycle state, configuration writes, and agent
record deletion behind `modules/agent-lifecycle`. Keep validation,
credential rules, reads, onboarding, invitations, general approvals, and
company data deletion in their services.
- Commit a hire before the remaining onboarding or invitation work.
Serialize requests with the existing dedicated database connection
helper. Reuse the hire after a failed attempt.
- Keep accepted work in the run queue during setup. Require execution
and cleanup evidence before completing pause or termination.
- Retain the original credential owner when approving migrated hires.
- Start lifecycle work after each command commits. Use database leases
and revision checks for retries and late results.
- Add a generic required plugin method and capability. Store the
required plugin IDs for each agent. Track host and plugin completion
separately.
- Keep harness verification and credential rules in services. Supply
their results to lifecycle through explicit ports. Reject failed logins
and incomplete probes.
- Remove reverse imports from lifecycle adapters into services. Share
record queries and validation below both layers.
- Use one hire decision path for agent IDs and approval IDs. Resolve the
approval and agent change in one transaction. Expose policy
reconciliation on the command object.
- Save configuration and verification invalidation through one module
operation. Ordinary commands own their transaction. Restrict the shared
transaction integration to its listed callers. Reject identity, company,
accounting, timestamp, and unknown fields.
- Require completed termination before deleting agent records. The
company deletion service calls the module through a separate deletion
interface.
- Save an approved secret before applying its agent binding. A failed
binding leaves the secret approved. A retry reuses it.
- Remove old permission and metadata export files. Move hire
configuration rules out of lifecycle persistence.
- Report failed worker steps and scans with operation context and known
error codes. Omit provider messages, stacks, and configuration values.
Document ordinary application use and extension rules.
- Recover expired native owners only after execution stops. Retry
cleanup of failed retained leases. Wait for setup in the live smoke
script.
- Keep manual, budget, and company pause reasons separate. Guard
execution status writes with the ready state.
- Add a migration, boundary checks, regression tests, and a lifecycle
guide. Keep the current UI.
- Limit periodic policy checks to 100 eligible agents per minute.
Continue from the last agent ID. Exclude pending hires and agents in
termination or a final state. Keep explicit company and budget updates
immediate.

## Verification

- Latest head `ccc3c86b0` aligns the shared status update schema with
the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2
CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile
comment is fixed. CI is running; no new Apex review was requested for
this small fix.

- Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test
uses the shared 90-second timeout from master; the older timeout commit
was removed. The affected backup test passes.
- Agent budget edits now pass the target agent ID through enforcement.
All 50 affected tests, server TypeScript, and 11 boundary tests pass.
Both configuration update paths have regression coverage. CI is running
on the latest head. No new Apex review was requested for these small
fixes.

- Rebase `9b568666a` preserves the run-control extraction and
delivery-work startup changes from master. All 559 affected tests,
server TypeScript, and 11 boundary tests pass. CI and Apex review are
running on the final head.
- The policy scan fix passes 56 lifecycle and diagnostic tests, 24
policy and caller tests, and 11 boundary tests. A regression test checks
the page limit, interval, excluded states, and cursor wraparound.

- Rebase `fd4698750` passes all 611 tests in eight affected lifecycle,
route, and heartbeat suites. Server TypeScript and all 11 module
boundary tests pass. The company deletion rollback and concurrent hire
tests are included.

- Follow-up `00aac7646` fixes the failed decision deletion test and the
public update schema. All 126 affected server tests, 8 shared tests, 2
CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI
TypeScript checks pass.

- Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc
--noEmit`.
- All 11 boundary tests pass: `node --test
scripts/check-module-boundaries.test.mjs`. The repository boundary scan
also passes.
- All 68 lifecycle, failure diagnostic, and harness verification tests
pass. Tests reject forbidden fields through the root command, combined
transition command, and restricted transaction integration. They also
check invalid fields returned by configuration preparation.
- Failure tests cover host work, plugin work, claims, renewals,
deferrals, and scans. Log tests check known error codes and exclusion of
private error contents.
- All 355 tests in 10 existing caller suites pass. These tests cover
secret approval, pairing, pending hires, credentials, company import,
built-in agents, managed agents, instructions, and skills.
- The branch is rebased onto `origin/master` at `2eb5187e4`. The queue
guards and cancellation lock fix use the extracted heartbeat queue.
Agent cancellation uses the extracted run-control file. The source diff
scan found no secrets or private URLs.
- Earlier checks cover approval retries, rollback, late verification
results, policy holds, deletion rollback, concurrent company deletion,
and queue admission during setup.
- Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it
5/5 with no open comments. CI and a new Apex review are pending for the
rebased commit. The branch has no merge conflicts.
- The full local build and native Dot suite were not run. The host has
no Cargo. No live provider test was run.

## Risks

- Background policy recovery takes more than one minute when more than
100 agents are eligible. Explicit company and budget updates still
reconcile immediately.

- The restricted configuration integration keeps an agent reference and
its dependent records in one transaction. It cannot change a budget or
invoke a lifecycle transition. A periodic scan starts pending setup
after that transaction commits.
- Secret approval and binding use separate transactions. A failed
binding can leave an approved secret with no agent binding.
- New approved hires remain unavailable until setup and verification
complete. Existing clients see `paused` during these steps. This PR does
not change the UI.
- Migration `0320_daily_onslaught.sql` maps existing statuses and pause
reasons. It does not create external resources or claim that an existing
harness passed verification.
- Use a coordinated server update for this migration. Older server
versions can write legacy status without the new lifecycle checks.
- A failed onboarding or invitation request can leave a committed hire.
A retry reuses that hire and completes the remaining records.
- Deletion requires completed termination. Company deletion can require
another request while cleanup is pending.
- Required plugins must make repeated calls safe and reject older
revisions. A disabled or removed required plugin blocks completion until
it is restored.
- A new hire can run a second harness test after the existing UI test.
Some adapters can charge for this test.
- No live provider test was run. Provider implementation and resource
backfill remain separate work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local 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 described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00
DottaandPaperclip 0829d94af2 fix(auth): derive low-trust human direction from existing execution records (#14775)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust review contains work that may include hostile input.
> - Its default intake boundary currently blocks direct human chat and
tasks outside that boundary.
> - Human direction should authorize the assigned work while preserving
containment.
> - Existing conversations and execution requests already identify
direct human instructions.
> - This pull request derives exact-task authority from those records
and the current assignee.
> - The agent can perform that work without gaining access to unrelated
tasks or privileged tools.

## Linked Issues or Issue Description

**What happened?**

A low-trust agent with a project boundary rejects its owner's direct
Agent Chat before provider execution. Human-assigned tasks outside that
project fail the same check.

**Expected behavior**

An authorized human can talk to the agent or assign it a task. The exact
task runs with its existing sandbox, credential, and tool restrictions.

**Steps to reproduce**

1. Enable Agent Chat and isolated workspaces. Configure a sandbox agent
with low-trust review scoped to an intake project.
2. Send the agent a direct board chat message, or assign it a
projectless task.
3. Observe `low_trust_boundary_mismatch` before execution.

Related: #14766 adds private task directories for repo-free low-trust
execution. It is now merged into master and included in the branch base,
so CI and staging verify the combined behavior.

## What Changed

- Derive owner-chat access from existing conversation identity.
- Derive exact-task access from the existing human requester and
server-owned request origin, including coalesced requests. Plugin and
external sender attribution do not authorize work.
- Follow existing `retryOfRunId` database links for automatic
continuations, checking company, agent, and task throughout; cancelled
ancestors cannot grant authority.
- Require a live run and current assignment. Preserve sandbox,
credential, privileged-tool, responsible-user, and quarantined-output
checks.
- Retain board backlog assignments in existing request records without
starting execution. Reassignment cancels old human requests in the
common service transaction, including plugin writes; late settlement
cannot revive them.
- Add real database and HTTP coverage for request provenance, retry
ancestry, cancelled runs, concurrent reassignment, spoofing, and
containment. Document the rule.
- Preserve legacy board assignment requests through their existing
source, reason, and human requester.
- Use the existing wrapped-error helper for concurrent chat-question
idempotency; a deterministic race test reproduces the CI failure before
the fix and passes after it.
- No new schema, migrations, or user-identity fields. Existing requester
columns hold attribution.

## Verification

- Passed the focused database, policy-retention, HTTP, and reassignment
tests locally. The HTTP test creates a task through the real board route
and checks the resulting persisted wakeup before exercising agent reads,
comments, mutations, and review handoff.
- Database tests hold a reassignment transaction open to verify coherent
authorization before and after commit, with a two-connection pool. They
cover retries, coalesced requests, cancelled ancestry, invalid
cross-company/agent/task links, cycles, and forged attribution.
- Full local `pnpm -r typecheck` and `pnpm build` passed on the final
commit (`d107c26df`). [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/36815589542)
passed: 54 successful checks, two expected skips, including all eight
browser-test shards. Greptile is 5/5 on this exact commit with no
unresolved threads. Local tests were targeted; the full test suite ran
through CI’s test matrix.
- The revised HTTP suite passed all 13 tests; database authorization
tests passed all 11, including legacy compatibility and late watchdog
settlement; the backlog route contract passed all 3 tests. Another 102
tests covering durable chat admission, wake queues, and Cursor execution
passed.
- All 90 interaction-service tests passed with both create calls
deliberately held until their optimistic reads complete, forcing
duplicate-key recovery. That forced race failed before switching to the
shared wrapped-error helper.
- Previous staging proof covered owner chat and projectless task
persistence. The simplified revision has not been redeployed; that
earlier proof is not claimed for the new implementation.

## Risks

- This is an authorization change: only the live run's exact task
qualifies, and normal responsible-user restrictions still apply.
- Existing request and retry records are authoritative. Merely naming a
responsible/originating user or an external connector sender does not
qualify.
- Reassignment invalidates existing human request records
transactionally. A cancelled run or request cannot regain authority when
the task is assigned back.
- Ordinary task exceptions require server-owned origin or the legacy
board assignment source/reason/actor combination. Existing owner chats
use conversation identity.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository tools, code execution,
and browser testing. The runtime does not expose a more specific model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 09:45:18 -05:00
Nicky LeachandPaperclip 3ed5b7c5c8 refactor(server): extract the active-run output watchdog into a feature module (#12853)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server recovery service monitors active runs and applies
watchdog decisions
> - The watchdog rules and database operations lived in one large
recovery service
> - This structure made the rules harder to test and made company
scoping harder to inspect
> - This pull request moves the watchdog into domain, application, and
adapter layers
> - The benefit is a smaller recovery service, pure policy tests, and
clear company-scoped ports

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The active-run output watchdog that detects silence, suppression, and
terminal evidence.

**Current behavior**

The recovery service contains the watchdog policy, use cases, database
operations, and process control in one file.

**Proposed behavior**

A feature module separates pure policy, use cases and ports, and
Postgres and process adapters. The recovery service delegates its public
watchdog methods to this module.

**Reason and benefit**

The separation makes policy decisions easy to test. Company identifiers
on every reader and writer port make tenant scope clear. Smaller service
methods reduce change risk.

**Breaking changes**

None. The recovery service keeps its public methods and call sites.

Related public watchdog work includes
[#7043](https://github.com/paperclipai/paperclip/pull/7043) and
[#7770](https://github.com/paperclipai/paperclip/pull/7770).

## What Changed

- Add the `server/src/modules/active-run-watchdog/` feature module with
domain, application, and adapter layers.
- Move watchdog policy, use cases, Postgres access, and local process
control into the module.
- Keep the recovery service public methods and delegate them to the
module.
- Add 53 pure module test cases and retain 8 Postgres integration cases.
- Add company scoping and transaction rollback coverage.

## Verification

- Run `vitest run --config vitest.config.ts src/modules` and confirm 3
files and 53 cases pass.
- Run `vitest run --config vitest.config.ts
src/__tests__/heartbeat-active-run-output-watchdog.test.ts` and confirm
1 file and 8 cases pass.
- Run the full server suite in pull request CI.
- Compare the type-check result with a fresh baseline on the same
checkout.

## Risks

The main risk is a behavior change in recovery decisions during the move
across layers. The pure policy tests cover the moved rules. The
integration tests cover database behavior, company scope, and
transaction rollback. Pull request CI runs the full server suite.

## Model Used

OpenAI Codex, GPT-5, runtime-managed context window, tool use, code
execution, and repository review support.

## 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] 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>
2026-09-05 09:15:59 -07:00