Commit Graph
9 Commits
Author SHA1 Message Date
Devin FoleyandPaperclip 2fe2dd06bd fix: make accounting durable and synchronize cost reporting
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 21:32:48 -07:00
Nicky LeachandPaperclip 984f092ddf Add project and agent resource lifecycle hooks (#15280)
## Thinking Path

> - Paperclip manages agents and projects for work.
> - Plugins need reliable lifecycle hooks for these resources.
> - In-process notifications can disappear during a restart.
> - A lifecycle record must commit with the resource change.
> - This pull request adds a generic lifecycle journal without provider
calls.
> - A later plugin delivery layer can use these records without losing
lifecycle changes.

## Linked Issues or Issue Description

**Problem or motivation**

Resource provisioning needs durable hooks for agent hiring, pause,
resume, termination, and project creation. Hooks must cover shared
service callers, budget actions, and approval paths. Capture should work
for all plugins and deployment modes.

**Proposed solution**

Record content-free events in the resource transaction. Deduplicate
creation and unchanged status. Preserve each pause/resume cycle. Commit
approval, activation, and creation together. Commit termination and
API-key revocation together.

**Alternatives considered**

Event subscriptions alone cannot survive process failure. Cloud-only
capture would exclude other plugins. Provider calls inside tenant
transactions would couple resource creation to external services.

**Roadmap alignment**

This is lifecycle infrastructure for the existing plugin system. It adds
no provider, adapter, UI, or plugin read API. Repository mutations and
backfill remain separate work. Searches found no duplicate
lifecycle-journal PR.

## What Changed

- Add a company-scoped lifecycle journal and an additive migration.
- Record hired-agent and project creation from shared services.
- Record agent pause, resume, and termination, including generic updates
and budget actions.
- Lock agent state changes to suppress concurrent duplicate hooks.
- Make hire approval, rejection, and termination transactions atomic
with their lifecycle records.
- Document capture, ordering, future per-plugin acknowledgments, and
migration scope.

## Verification

- Full workspace typecheck: `pnpm -r typecheck` passed.
- Production build: `pnpm build` passed.
- Focused agent, project, approval, budget, and built-in regressions:
102 tests passed across 9 suites.
- Final lifecycle journal check: 14 tests passed. It covers
repeated/concurrent transitions, rollback, key revocation, self-hosted
capture, and company boundaries.
- Review regression: 32 lifecycle and approval tests passed, including
rejected-hire rollback and retry; server typecheck passed after the fix.
- The initial local `pnpm test:run` overlapped the rejection fix and
reported the new rollback regression against the earlier service code. A
fresh lifecycle run passed all 14 tests. Fresh full local shards were
stopped once the complete CI test matrix passed on the final commit.
- `git diff --check` and a local secret/PII scan passed.
- Greptile: 5/5 on `3ee3903f8e1a171ea3ba2bea9caa2b5766a3f807`, with the
review thread resolved.
- [Complete CI
passed](https://github.com/paperclipai/paperclip/actions/runs/37374227222)
on `3ee3903f8e1a171ea3ba2bea9caa2b5766a3f807`: general
server/chat/workspace tests, serialized server suites, runner checks,
build, typecheck, canary, and all end-to-end shards. The requester
waived CI during the Actions outage, but the workflow subsequently
completed successfully.

## Risks

- The migration creates an empty table. It does not scan or backfill
existing resources.
- Apply the normal database migration before running this server
version. Event-write failure intentionally rolls back the resource
change.
- Pending hires cannot bypass approval through pause or resume.
- Capture works on all deployments. Plugin delivery, retention, retries,
and provider actions remain separate work. No plugin can read this
journal through a new API in this PR.
- Future delivery must enforce company scope, track acknowledgments per
plugin, and preserve resource order. A global sequence cursor can skip
uncommitted transactions.
- A termination hook does not authorize deleting persistent volumes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 15:58:38 -07:00
DottaandPaperclip ef617bee5c [codex] Enforce backend execution release gates (#9089)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work.
> - Backend execution safety is part of the control plane contract:
agents must stop at budget hard limits, stale execution paths must not
create duplicate live work, and checkout ownership must remain
authoritative.
> - The recovery branch bundled these release-gate checks with broader
unrelated work.
> - Reviewers need a narrow PR that isolates only the backend safety
behavior and regression coverage.
> - This pull request keeps budget incident creation idempotent so
repeated evaluation does not duplicate release-gate telemetry or
approvals.
> - It also adds focused coverage for idle timer skips, stale queued-run
behavior, and live checkout conflict preservation.
> - The benefit is a smaller, reviewable release-gate slice for budget
hard stops, stale execution recovery, and ownership-safe issue mutation.

## Linked Issues or Issue Description

Refs #8866

This PR extracts a focused backend safety slice from the closed broad
recovery PR. The underlying problem is that release-gate behavior needs
direct regression coverage before review: budget hard stops should not
duplicate incidents/logging on repeated evaluation, timer wakes should
respect the no-actionable-work skip policy, stale queued runs should
remain invalidated, and active checkout ownership must survive
conflicting checkout attempts without side effects.

## What Changed

- Made budget incident creation report whether an incident was newly
created, so soft/hard threshold activity logs are emitted once per
incident window.
- Added embedded Postgres budget release-gate tests covering soft
incident idempotency, hard-stop pause/cancel behavior, budget override
resume behavior, and telemetry redaction.
- Added heartbeat coverage for skipping generic timer wakes when the
agent opts into `skipTimerWhenNoActionableWork`, while preserving
legacy/proactive timer behavior.
- Added stale execution lock route coverage proving a conflicting
checkout returns `409` without overwriting live checkout or execution
ownership and without writing checkout activity.

## Verification

- `./node_modules/.bin/vitest run
server/src/__tests__/budgets-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts
server/src/__tests__/issue-stale-execution-lock-routes.test.ts
--no-file-parallelism --maxWorkers=1`
- First run: 3 files passed, 98 tests passed;
`issue-stale-execution-lock-routes.test.ts` failed during import because
the isolated worktree initially lacked dev dependency links for
`supertest`.
- `CI=true NODE_ENV=development pnpm install --frozen-lockfile
--ignore-scripts`
- Recreated worktree dev dependency links; emitted unrelated plugin SDK
bin warnings because plugin SDK dist files were not built under
`--ignore-scripts`.
- `./node_modules/.bin/vitest run
server/src/__tests__/issue-stale-execution-lock-routes.test.ts
--no-file-parallelism --maxWorkers=1`
  - Passed: 1 file, 7 tests.
- `git diff --check`
  - Passed.

## Risks

Low to medium risk. The production code change is intentionally small
and only suppresses duplicate threshold activity logging for
already-open budget incidents, but it affects budget release-gate
observability. The new tests use embedded Postgres and should catch
regressions in budget hard stops, timer wake gating, stale queue
invalidation, and checkout conflict preservation.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool-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>
2026-07-06 16:33:36 -05:00
Devin Foley 93206f73fa fix: Stop archived companies from waking agents (#7478)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Each agent has a heartbeat scheduler that wakes it on timers and on
events; every wake spawns an adapter (Claude / Codex / …) run that bills
the operator's subscription
> - When an operator archives a company, the agents inside it remain in
invokable states — the heartbeat scheduler never consults company status
— so timers keep firing and event-driven wakes (comments, mentions,
blockers-resolved, etc.) keep cascading
> - On real deployments this silently drains the operator's
subscription: idle archived companies wake their CEOs hourly, plus any
cross-company event cascade
> - This pull request enforces "archived ⇒ never spawns a run" as a
structural invariant by guarding the wake path AND cascading agent state
on archive/reactivate
> - The benefit is that archived companies stop billing the operator,
and the UI/queue stays consistent with the invariant

## What Changed

- `server/src/services/heartbeat.ts`:
- `enqueueWakeup()` loads the company and short-circuits when status is
not `active`. Background sources (timer, automation, events) write a
`company.inactive` skipped wake and return `null`; explicit user invokes
throw a `conflict` so the UI surfaces the real reason.
- `tickTimers()` joins agents to active companies so the scheduler does
not iterate archived-company agents at all (no skip-row noise).
- `server/src/services/companies.ts`:
- `archive(id, actor?)` pauses runnable agents with `pauseReason =
"company_archived"` inside the transaction (preserving
`pending_approval`, `terminated`, and agents paused for unrelated
reasons), then cancels `queued`/`running` heartbeat runs after the
transaction commits.
- `update(id, data, actor?)` reverses the cascade only for agents whose
`pauseReason === "company_archived"` on the `archived → active`
transition; manually-paused agents stay paused.
- Both methods emit activity-log entries (`company.archived` with
`agentsPaused` + `runsCancelled`, `company.reactivated` with
`agentsRestored`) so the audit trail fires regardless of caller.
- `packages/shared/src/constants.ts` + `server/src/services/budgets.ts`:
add `company_archived` to the legal `PauseReason` union so the
restorable marker is a first-class value.
-
`packages/db/src/migrations/0094_backfill_archived_company_agent_pauses.sql`:
backfill so existing archived-company agents become `paused /
company_archived` (excludes `pending_approval`).
- `ui/src/lib/activity-format.ts`: add the `company.reactivated` label.

## Verification

- `npx vitest run src/__tests__/companies-service.test.ts` — archive
cascade, reactivate cascade, and activity-log entries (with counts) all
pass.
- `npx vitest run
src/__tests__/heartbeat-archived-company-guard.test.ts` — timer +
on-demand + event-wake paths all blocked for archived companies;
`company.inactive` skipped-wake row written; user-initiated wakes throw
`conflict`.
- `pnpm typecheck` — clean.
- Manual repro from the bug description: archive a company, wait an
interval / post a comment on one of its issues, observe zero new
heartbeat runs.

## Risks

- Migration `0094` is a single bulk UPDATE on `agents` joined to
archived `companies`. On large deployments it briefly holds row locks on
archived-company agent rows; should be quick because the predicate is
narrow (`status NOT IN (paused, terminated, pending_approval)` and
`companies.status = 'archived'`).
- New `pauseReason` value (`company_archived`) is opaque to older
clients that only know the previous union. Acceptable because the union
is read as plain text and the contract is sync'd in the same change.
- Behavior change for users: invoking an agent in an archived company
now fails with a conflict instead of silently spawning a run. Intended.

## Model Used

- Claude (Anthropic) — model `claude-opus-4-7` ("Opus 4.7"), Claude Code
CLI, with tool use (Read/Edit/Bash/Grep). No extended thinking mode.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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 beyond an activity-log label string
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

## Related Work

Fixes #1348 (`[Bug] Archived companies still running heartbeats and
consuming tokens`).

Prior attempts and parallel work in this area:

- #1365 and #1429 by @hungdqdesign (March 2026) — both closed without
merging. Same three-layer shape (`tickTimers` / `enqueueWakeup` /
`resumeQueuedRuns` + archive-route cancellation) targeting #1348. Credit
for first publicly proposing the wake-path-guard approach.
- #5865 by @stubbi (May 2026, open) — adds the same `companies.status !=
'archived'` joins to `tickTimers`, `enqueueWakeup`, `resumeQueuedRuns`,
**and** routines `tickScheduledTriggers`, bundled with plugin-table
tenant isolation (`plugin_entities` / `plugin_job_runs` / `plugin_logs`
/ `plugin_webhook_deliveries` get a `companyId` FK with `ON DELETE
CASCADE`). This PR is narrower — it does not touch routines or plugin
tables — but adds the **archive cascade** (pause agents with
`pauseReason = "company_archived"`), the **reactivate reverse**
(un-pause only that subset), the **`company_archived` pause-reason
marker**, and a **backfill migration** for pre-existing archived
companies, which #5865 does not include. Happy to coordinate sequencing
or rebase if #5865 lands first.
2026-06-03 21:07:14 -07:00
DottaandPaperclip 5f45712846 Sync/master post pap1497 followups 2026 04 15 (#3779)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The board depends on issue, inbox, cost, and company-skill surfaces
to stay accurate and fast while agents are actively working
> - The PAP-1497 follow-up branch exposed a few rough edges in those
surfaces: stale active-run state on completed issues, missing creator
filters, oversized issue payload scans, and placeholder issue-route
parsing
> - Those gaps make the control plane harder to trust because operators
can see misleading run state, miss the right subset of work, or pay
extra query/render cost on large issue records
> - This pull request tightens those follow-ups across server and UI
code, and adds regression coverage for the affected paths
> - The benefit is a more reliable issue workflow, safer high-volume
cost aggregation, and clearer board/operator navigation

## What Changed

- Added the `v2026.415.0` release changelog entry.
- Fixed stale issue-run presentation after completion and reused the
shared issue-path parser so literal route placeholders no longer become
issue links.
- Added creator filters to the Issues page and Inbox, including
persisted filter-state normalization and regression coverage.
- Bounded issue detail/list project-mention scans and trimmed large
issue-list payload fields to keep issue reads lighter.
- Hardened company-skill list projection and cost/finance aggregation so
large markdown blobs and large summed values do not leak into list
responses or overflow 32-bit casts.
- Added targeted server/UI regression tests for company skills,
costs/finance, issue mention scanning, creator filters, inbox
normalization, and issue reference parsing.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/issues-goal-context-routes.test.ts
server/src/__tests__/issues-service.test.ts ui/src/lib/inbox.test.ts
ui/src/lib/issue-filters.test.ts ui/src/lib/issue-reference.test.ts`
- `gh pr checks 3779`
Current pass set on the PR head: `policy`, `verify`, `e2e`,
`security/snyk (cryppadotta)`, `Greptile Review`

## Risks

- Creator filter options are derived from the currently loaded
issue/agent data, so very sparse result sets may not surface every
historical creator until they appear in the active dataset.
- Cost/finance aggregate casts now use `double precision`; that removes
the current overflow risk, but future schema changes should keep
large-value aggregation behavior under review.
- Issue detail mention scanning now skips comment-body scans on the
detail route, so any consumer that relied on comment-only project
mentions there would need to fetch them separately.

## Model Used

- OpenAI Codex, GPT-5-based coding agent with terminal tool use and
local code execution in the Paperclip workspace. Exact internal model
ID/context-window exposure is not surfaced 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 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
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-15 21:13:56 -05:00
Dotta 8fbbc4ada6 Fix budget incident resolution edge cases 2026-03-16 16:48:13 -05:00
Dotta 728d9729ed Fix budget auth and monthly spend rollups 2026-03-16 15:41:48 -05:00
Dotta 5f2c2ee0e2 Harden budget enforcement and migration startup 2026-03-16 15:11:34 -05:00
Dotta 76e6cc08a6 feat(costs): add billing, quota, and budget control plane 2026-03-16 15:11:01 -05:00