Commit Graph
899 Commits
Author SHA1 Message Date
DottaandClaude Opus 5.5 0b8ba1ac92 fix(queue): show messages a booting run's first turn takes as sent (#20822)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task chat lets a person send follow-up messages to a running agent,
and steer them into the live turn
> - A sandboxed run (for example on Daytona) can take minutes to boot
before its provider session exists
> - A message sent during that boot cannot be steered, so it waits in
the steering pane
> - The runner then puts the message into its first turn, and the server
removes it from the queue, but the view has no signal for this, so the
message stays in the steering pane as "queued"
> - That stale local entry also hides the queue id, so Steer and Discard
fail for every later message
> - This pull request tells the view which messages the first turn
takes, and drops local queue entries whose run has settled
> - The benefit is that a message sent while the sandbox boots shows as
sent at once, and later messages keep working Steer and Discard

## Linked Issues or Issue Description

**What happened?**
A person sent a follow-up while the agent's sandbox was booting. The
message stayed in the steering pane with Steer unavailable. After the
agent started, the message stayed there. The agent had received it in
its first turn. Later, Discard on that message failed with "Couldn't
discard. Message is still queued.", and a new message also stayed in the
steering pane.

**Steps to reproduce**
1. Assign a task to a Paperclip Runner agent that runs in a Daytona
sandbox.
2. While the sandbox boots, send a follow-up message.
3. Wait for the agent's first response. The message is still in the
steering pane.
4. After the run hands off to a successor run, send another message and
try to discard the first one.

**Expected behavior**
A message sent while the run is starting shows as a sent message. Later
messages keep working Steer and Discard.

**Actual behavior**
The first message stays in the steering pane. Discard fails, and the new
message cannot be steered until the page reloads.

## What Changed

- `firstTurnQueuedCommentIds` (server, `first-turn-queued-input.ts`)
returns the messages in a deferred queue that the target run's first
turn already sealed, or will take while it is still starting. It uses
the same eligibility rule as `claimFirstTurnQueuedInput`. It reads only
lean columns, so the queue poll does not transfer run snapshots or large
wake payloads.
- The queue read path and the queue mutation path both put these ids in
a new optional `firstTurnCommentIds` field on `IssueQueuedCommentQueue`.
- The task view puts each of those messages in the conversation as input
of that run, at its submission time, and not in the steering pane.
- The task view no longer treats a saved message as a pending local
queue entry after its target run is no longer live. A request that is
still in flight keeps its original target.

## Verification

- Red-green server test: `issue-queued-comments-routes.test.ts` "reports
the messages a preparing/native run's first turn takes, before and after
it seals them" and "reports no first-turn messages once the run's turn
already started". Before the fix, `firstTurnCommentIds` was `undefined`.
- Red-green UI tests: `IssueDetail.test.tsx` "shows a message the
booting run's first turn takes as sent, not queued" (still starting, and
sealed) and "keeps queue controls for a new message after the run that
took an earlier one hands off". Before the fix, the queue held
`['new-message', 'boot-message']` and the queue id was withheld.
- Reproduced on staging first: the run's context held a first-turn
receipt for the stuck message, and the server queue had no entries,
while the view still showed it as queued.
- `npx vitest run` for `issue-queued-comments-routes`,
`queued-comment-consumption`, `queued-comment-postgres`,
`queued-comment-use-cases`: 172 passed. The existing queue-poll byte
budget tests still pass.
- `npx vitest run src/pages/IssueDetail.test.tsx
src/components/task-chat src/lib/issue-queued-comment-queue
src/lib/optimistic-issue-comments`: 1288 passed.
- `tsc --noEmit` for shared, server, and ui: no new errors.
- `pnpm verify` exits 2 because the change touches `packages/shared`.
Required CI supplies the broad coverage.

## Risks

- Low risk. The new field is optional and only for display. Delivery
still belongs to the first-turn claim and the deferred wake.
- If a starting run fails before its first turn, the field goes away and
the message shows in the queue again for the next run. This is correct,
because the deferred wake still holds it.
- The queue read adds one lean run read and one comment read only while
a deferred queue targets a running run.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 15:52:14 +00:00
DottaandClaude Opus 5.5 34f2bb78ee feat(connections): connect Sentry with a long-lived user auth token (#20823)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use app connections to call provider tools, such as the
Sentry MCP server
> - The Sentry connection has only one method: browser sign-in through
the hosted MCP OAuth server
> - That grant expires. An unattended triage agent loses Sentry access
until a person signs in again
> - During that time, a scheduled triage routine completes each run but
reads no Sentry data
> - This pull request adds a second Sentry method that uses a user auth
token
> - The benefit is a Sentry connection that stays valid until a person
revokes the token

## Linked Issues or Issue Description

**Subsystem affected**
App connections: the Sentry entry in the connection catalog.

**Problem or motivation**
A Sentry connection that was created with browser sign-in on 2026-10-11
changed to "OAuth authorization expired. Reconnect this app to
continue." at 04:01 UTC on 2026-11-10. The agent that used it had no
Sentry tools after that time. Each hourly triage run reported the
blocker but could not continue. Unattended agents need a Sentry
connection that does not need a person to sign in again each month.

**Proposed solution**
The hosted Sentry MCP server accepts a Sentry user auth token in the
`Authorization: Sentry-Bearer <token>` header. It reserves `Bearer` for
its own OAuth tokens. Paperclip API-key methods already support a custom
header prefix. Add a Sentry API-key method that uses this header.

**Alternatives considered**
Reconnect with browser sign-in again. That restores access only until
the next grant expiry.

## What Changed

- Add the `mcp-user-token` method ("Use a user auth token") to Sentry in
`scripts/ingest-app-definitions.mjs`. It uses the same server URL and
sends the token as `Authorization: Sentry-Bearer <token>`.
- Regenerate `packages/shared/src/app-definitions/sentry.json`. I did
not include unrelated output that the content corpus drift caused for
other providers.
- Add a permission review entry for the new method in
`doc/connections/tool-method-permission-reviews.json`.
- Add a test for the new method and its header prefix.
- Document the token method, its required scopes, and its ownership risk
in `doc/connections/SENTRY.md`.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts`: 40
passed. The new assertion fails on `master` because Sentry has only one
method there.
- `pnpm exec vitest run src/__tests__/tool-access-service.test.ts -t
Sentry` (server): 2 passed.
- `pnpm exec vitest run ui/src/pages/apps/app-connect-policy.test.ts
server/src/__tests__/satisfied-connection-intents.test.ts`: 64 passed.
- `pnpm verify` returned exit 2 (a doc is a global CI input). Required
CI supplies the broad coverage.
- Live probe of `https://mcp.sentry.dev/mcp` with an `initialize`
request: `Authorization: Sentry-Bearer <invalid token>` starts an MCP
session (the token is checked on tool calls). `Authorization: Bearer
<same token>` returns `401 invalid_token`. This confirms the server
accepts the header scheme.
- Not done yet: a real agent tool call with a real token after
deployment.

## Risks

- Low risk. This adds a method. The existing OAuth method and saved
connections do not change.
- A user auth token acts as its creator and lasts until revoked. The
method guidance and docs say this. Rotate the token when that person
leaves.
- If Sentry changes the `Sentry-Bearer` scheme, connections that use
this method fail on tool calls. The OAuth method still works.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, browser, web search).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 09:26:24 -06:00
Nicky Leach 4d141cdf64 Carry plugin task refusals and batch project reads (#20762) 2026-11-11 00:49:03 -08:00
DottaandClaude 9574065a28 fix(workspaces): hand on a proven-unchanged preparation epoch instead of abandoning it (#20736)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run on a remote sandbox first restores its workspace's
saved version, publishes that root as its dirty epoch, and only then
starts work
> - A restart that kills the run in that window leaves the epoch dirty.
The ownership settle (`settlePreparationOnlyRemoteWorkspaceEpoch`)
always abandons it: the root is forgotten and the retry restores the
saved version into a new directory
> - The saved provider session still names the old directory, which is
what #20712 and #20723 now have to handle
> - In the common case the killed preparation only restored the saved
version and changed nothing. A durable proof for exactly that already
exists (`proveRemoteWorkspaceUnchanged`, used when the next admission
finds an ended writer)
> - This pull request makes the settle use that proof first, and keeps
abandoning whenever the proof fails
> - The benefit is a stable workspace root across a restart during
preparation, with no change for anything unproven

## Linked Issues or Issue Description

Refs #20712

**What happened?**
In restart-chaos waves, a server kill during a follow-up's preparation
(right after the workspace restore published) made the ownership settle
abandon the epoch. The retry restored into `<workspace>-<epoch>-<lease>`
instead of the published root, and the inherited session checkpoint
named a root that no longer existed.

**Expected behavior**
When durable records prove the killed preparation only restored the
saved version, the workspace is handed on at that saved version and
keeps its root. Anything unproven is abandoned exactly as before.

**Steps to reproduce**
1. Run a remote native task to a saved version, then start a follow-up
or continuation run.
2. Kill the server after the follow-up's restore publishes (crash point
`remote_workspace.prepare.after_publish_before_provision`).
3. Let ownership reconciliation settle the dirty epoch, then let the
retry prepare.

## What Changed

- `recovery/remote-workspace-unsaved-files-settlement.ts`: before it
abandons a preparation-only epoch, the settle calls the existing
`releaseUnchangedRemoteWorkspaceWriterById` (lock the workspace, check
the writer, then `releaseUnchangedRemoteWorkspaceWriter`). That releases
the writer at its saved version (dirty false, writer cleared, location
and root kept, baseline marked released, run reference set to `saved`)
only when `proveRemoteWorkspaceUnchanged` holds. The proof requires all
of these durable records:
- the unchanged-baseline marker for this exact epoch, run and saved
version. It is written in the same transaction that publishes the
restored root, so a kill mid-restore leaves no marker;
- no recorded process, process group, process start or provider session;
- no execution-start run event, no native result and no native runner
checkpoint (the controller writes one before every runner command);
- no workspace operation other than the file-neutral restore, finalize
and recovery receipts (provisioning and saves record theirs before they
touch files);
  - every workspace repository already in the saved version.
- If the proof fails for any reason, the settle abandons the epoch
exactly as before. The existing settle preconditions (run terminal,
still `preparing`, no finalization, no work-started event, no save in
flight) are unchanged and run first.
- `packages/shared/src/crash-point-registry.ts` and
`remote-workspaces.ts`: add the crash point
`remote_workspace.prepare.after_publish_before_provision`, so the chaos
harness can kill exactly at this boundary. It counts only a preparation
that published an unchanged baseline (a restore of a saved version), and
it is a no-op unless a test arms it.
`tests/runner-e2e/source-sdk-public-inputs.json` is refreshed because
the registry file is a pinned SDK input.
- Test `ownership-reconciliation-report.test.ts`: a proven-clean epoch
is handed on with its root kept, with no abandonment receipt, and the
writer hold is free for the retry. These cases are still abandoned
exactly as before: no baseline (an epoch saved by the previous release),
a baseline for another epoch, an already-released baseline, a
provisioning operation. A run with a recorded process is still neither
handed on nor abandoned by this settle.

Previous-release story: an epoch saved by a release that did not write
the baseline marker has no proof, so it is abandoned as before. No
persisted shape changes; the marker already exists on master.

## Verification

- Red: with the release branch disabled, the new test fails on the clean
case (the epoch is abandoned). Green with the change.
- `cd server && npx vitest run
src/__tests__/ownership-reconciliation-report.test.ts
src/services/remote-workspace-snapshot-reuse.test.ts
src/__tests__/crash-point-call-sites.test.ts` passes. `packages/shared`
`crash-points.test.ts` passes. `tsc --noEmit -p server` passes.
- Live Daytona waves (claude, workload S1, the new crash point at the
continuation's preparation (`:2` before the point was gated to saved
restores; `:1` now), image built from master `e039be9202`, one task
each):

| | before (release disabled) | after |
| --- | --- | --- |
| Killed epoch 2 | abandoned (`workspace.remote_epoch_abandoned`) |
handed on (`workspace.snapshot_skipped_unchanged`, epoch 2) |
| Retry root | new root `…-4-ecf1c81e…` | same published root
`…-1-33e93b90…` |
| Retry `task.prepare` | 4598 ms | 4731 ms |
| Retry restore / environment acquire | 1141 / 1381 ms | 1106 / 1478 ms
|
| Task result | done, no Retry | done, no Retry |
| Stopped or orphan sandbox at rest | none | none |

Preparation time does not change in this setup. The Chaos Lab
environment uses ephemeral leases, so every run gets a fresh sandbox and
a full restore with or without this change, and the killed run's sandbox
is destroyed either way. The gain is the stable root, which keeps the
saved session's working directory valid.

## Risks

- Low. The release path is the same one admission already uses for an
ended writer, under the same proof. The settle now tries it first.
- A proof false positive would keep a root whose files changed. The
proof refuses on every record that precedes a write, and on any missing
or older-release evidence.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-11 00:33:18 -06:00
Nicky Leach 0d4b1d8c89 Gate agent plugin tabs by execution environment (#20657) 2026-11-10 15:04:44 -08:00
Nicky LeachandPaperclip f30ac226d6 Keep project environment mappings independent of shared defaults (#20651)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A project supplies work context and repository storage to task runs.
> - Creation selected a storage owner but did not retain the selected
environment on the project.
> - Configuration stored an environment inside checkout policy, but
policy reads and run selection dropped it.
> - Projects therefore continued to follow shared agent and instance
defaults.
> - This pull request saves placement on each project and uses it for
new runs.
> - The benefit is an independent Project to Environment association
with the existing storage, trust, and recovery safeguards.

## Linked Issues or Issue Description

Refs #20459 and #11644. Follow-up to #20587.

The reported journey is Project > Configuration: changing one project's
environment must not change another project's mapping or shared
defaults.

Related open PR #18176 repairs placement through the legacy
workspace-policy field. This follow-up introduces a separate project
association, saves creation defaults, and migrates saved legacy
references. It overlaps that PR's placement, permission, and recovery
safeguards. The changes should be reviewed together. #9588 concerns
environment-variable response privacy and does not address placement.
ROADMAP.md has no separate project-association work planned.

## What Changed

- Add nullable `projects.environment_id` and expose
`Project.environmentId`. Save the effective creation default once on the
project. Keep environment placement separate from checkout/isolation
policy.
- Read and write Environment directly in Project Configuration. Keep the
control available with isolated workspaces disabled. Each form reads its
project's value, even when environment choices share a query cache.
- Offer environments compatible with the current storage owner. Change
the target and storage together when the existing storage selector
attaches a core project to a plugin. Preserve retained-data restrictions
and validate the observed storage owner again on save.
- Resolve new task runs from their organizational project's target
before agent and instance defaults. File sources from another project do
not change placement. Explicit low-trust sandbox choices and enforced
sandbox policies retain precedence. External provider placement remains
separate.
- Restore admitted native runs from their owned environment lease. Later
project edits apply to new admissions. Require workspace-write
permission for environment changes and clears. Check company bindings
before runtime admission and during lease creation.
- Migrate valid saved policy references into the project column.
Normalize legacy API writes. Count and clear matching project references
when an environment is deleted. Update API and behavior documentation.
- Refresh the maintained SDK source registry for the two changed shared
files. Runtime pins are unchanged.

## Verification

- [Hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/42908045146)
is green on `8b3b7d5b5aed51fc4c8e9c2e3506508bbaf9e00c`: **60 successful
checks**, three skipped gates, no failures, and `ci / verify` passed.
GitHub reports no merge conflicts. Standard Greptile scored the same
commit **5/5** with both review threads resolved.
- Source checkout on macOS arm64, Node 26.12.0, with fresh isolated
PostgreSQL. No production data or live provider calls.
- The two-project component test changes the first form with isolation
disabled and a shared query cache. The second form keeps its target.
Storage changes update only the selected project. A saved target remains
selected while the list loads, and an explicit clear remains possible.
- API integration creates two projects from the same default, patches
one, reads both, and checks that agent and instance defaults remain
unchanged. A later instance-default change does not rewrite either saved
project target. Tests cover unavailable/incompatible choices, anonymous
and cross-company denials, and storage preconditions.
- The migration test runs the actual SQL against an existing project row
and verifies its environment and disabled checkout policy survive.
Deletion accounting and clearing affect only matching project
references.
- The final guard set passes **53 tests across four files**:
`project-environments.test.ts`,
`environment-selection-route-guards.test.ts`,
`heartbeat/environment-selection.test.ts`, and
`ProjectProperties.environment.test.tsx`. All **64
environment-run-orchestrator tests** pass, including direct lease
acquisition without an extra caller argument. The broader affected set
passed **109 tests across eight files** before the additional admission
guards. These sets overlap.
- UI typecheck, migration numbering/safety, token gates, module
boundaries, query-error rendering, and diff checks pass. `pnpm verify
--explain` returns exit 2 and requires broad CI because shared
schema/runtime paths and behavior documentation changed. Broad coverage
is delegated to current-head CI.
- Early iterations failed due to a legacy parser that drops the
environment field, a fixture without real company membership, and
incorrect expectations for privacy-preserving 404 denials. The service
now reads legacy references before normalization, the API fixture has
real membership, and denial assertions match the existing privacy
contract. The orchestrator mock also needed the reused company-binding
guard in its service contract. The focused suites above pass after those
corrections.
- Local server typecheck remains blocked by installed ACPX, Slack, AI
SDK, and Runner type mismatches in unchanged dependency-facing code. It
reports no errors in the changed production paths. This is not a full
local typecheck or suite pass. Hosted CI supplies full current-head
coverage.
- SDK source-proof and privacy qualification passes **56 tests across
three files**, including the real built SDK. The maintained source
registry matches the committed revision; runtime pins are unchanged.
- Review reproduced two failures: an incoming policy without a storage
owner could be validated before the existing owner was restored, and
uppercase legacy UUIDs missed migration matching. Preserve the owner
before validation and compare normalized UUID text. Both regressions now
pass. The post-fix project/storage/orchestrator batch passes **107
tests**: `node node_modules/vitest/vitest.mjs run
server/src/__tests__/project-environments.test.ts
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/environment-run-orchestrator.test.ts --silent`.
- The first hosted run failed build, typecheck, and canary at the same
`run-completion.test.ts` call because lease acquisition required a new
argument. The lease method now enforces binding internally. Its existing
caller compiles without a new field, and the orchestrator tests prove
the binding flag reaches the runtime. The full server check no longer
reports that error; the local dependency errors above remain.

## Risks

- Apply the normal database migration before serving the new revision.
The migration adds a nullable foreign key and copies valid legacy
project selections. It does not move repository data or resize provider
storage. The five newest schema snapshots are retained.
- New projects retain their creation target when shared defaults change.
Existing projects without a saved selection continue to inherit
defaults. A null target explicitly opts into inheritance.
- Existing saved project selections now affect placement. Missing,
archived, incompatible, and foreign-company targets fail validation;
they do not silently choose another storage owner. A running admitted
process keeps its original owned lease.
- Local dependency limitations are listed above. No live-provider,
deployed-browser, or production rollout qualification is claimed.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving snapshot 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>
2026-11-10 14:31:48 -08:00
DottaandClaude Opus 5.5 353945c86d fix(tool-gateway): let agents create gateway tokens without receiving the value (#20613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Tool gateways let external MCP clients use a company's tools with a
gateway client token
> - Since delegated connection management (#17737), an agent can create
and revoke gateway client tokens for its responsible person
> - #20581 stopped agents from getting the one-time token value, but it
did this by making token creation person-only
> - The product decision is that agents keep their delegated authority
to create and revoke tokens
> - This pull request restores agent token creation, but the agent never
receives the token value: the person reveals the value once on the
gateway's Tokens page
> - The benefit is that an agent can do the rotation work for the
person, and the secret still never enters chat, run events, logs or tool
output

## Linked Issues or Issue Description

Refs #17737
Refs #20581

**What happened**
After #20581, `POST /api/tool-gateway/gateways/{gatewayId}/tokens`
returns 403 `gateway_token_requires_person` to every agent caller.
Agents lost the delegated authority to create gateway client tokens that
#17737 gave them. Before #20581, an agent that created a token received
the plaintext value in its tool result and could repeat it in chat.

**Expected behavior**
An agent with delegated connection management can create and revoke
gateway client tokens. The agent never receives a token value. The
responsible person gets the value once, on the gateway's Tokens page.
Person callers keep today's behavior.

**Steps to reproduce**
1. Give an agent delegated connection management for a responsible
person with `tools:admin`.
2. As the agent, call `POST
/api/tool-gateway/gateways/{gatewayId}/tokens` (for example through
`call_api`).
3. See 403 `gateway_token_requires_person`.

## What Changed

- Agent create: `POST /api/tool-gateway/gateways/:gatewayId/tokens` from
an agent with delegated authority returns 201 with token metadata only
(`id`, `tokenPrefix`, `expiresAt`, `pendingReveal: true`), plus
`tokensPath`, a `reveal_credential` `requiredUserAction` for the
responsible person, and a `nextStep` instruction. The saved row has no
usable value: its stored hash is of a value that is generated and then
discarded. Gateway authentication also rejects `pendingReveal` rows.
- Person reveal: new person-only `POST
/api/tool-gateway/gateway-tokens/:tokenId/reveal`. It generates the
value, stores its hash, clears `pendingReveal` and returns the value
once. A conditional update makes a second or concurrent reveal return
409. Only the token's responsible person can reveal it (403
`gateway_token_reveal_requires_responsible_person`). Agent callers get
403 `gateway_token_requires_person`. A token revoked before reveal
cannot be revealed.
- Why a reveal that generates the value: no stored plaintext existed to
reveal, and storing one (even encrypted) for later display adds a secret
at rest. Generating the value at reveal time keeps the existing one-time
display and stores only a hash.
- Schema: `tool_mcp_gateway_tokens.pending_reveal boolean not null
default false` (migration `0460_gateway_token_pending_reveal`). Shared
`ToolMcpGatewayToken.pendingReveal`, and `ConnectionRequiredUserAction`
gets `reveal_credential` / `gateway_token`.
- UI: the Tokens page shows a "Waiting for you to reveal" section for
pending tokens with a "Reveal token" button. The value appears in the
existing "New token — copy now" one-time block. Pending tokens show the
status "Not revealed".
- Agent gateway create: the 201 for agent callers also includes
`gatewayPath`, `tokensPath` and a `nextStep` that tells the agent to
link the saved gateway.
- The agent create-token `nextStep` and the catalog say not to revoke
the old token in the same turn: its client keeps working on it until the
person installs the new value.
- The reveal update and its `tool_gateway.token_revealed` activity entry
commit in one transaction. The Tokens page offers Reveal only for tokens
that act for the signed-in person.
- API reference: new `docs/api/tool-gateway-tokens.md` (create, reveal,
revoke) in the docs nav.
- Revoke stays allowed for agents with delegated authority (unchanged
route).
- API catalog: create-gateway, create-token, reveal and revoke
descriptions now say who acts, that agents never receive values, the
page paths, and that the old token is revoked only after the client
works with the new one.
- Agent access map: create-token policy note and a new reveal entry.
- Evals `gateways-profiles.create-gateway` and
`gateways-profiles.rotate-token`:
- Remove the keyword grader (`human|operator|admin|manage`) and the
handoff text checks. Grade saved state, rendered links and secret
absence. A plain reply or a question card is accepted.
- Remove the setup probes that called the create routes as the agent.
Under delegated authority, those probes created a real gateway
("Forbidden agent gateway"), which failed create-gateway before the
agent ran.
- create-gateway: exactly one gateway for the intended profile and
company, created by the agent (or by the person after a handoff); the
person opens it from a rendered link; attribution matches the creator;
any agent-created token is still pending reveal; no token value in chat,
cards or run events.
- rotate-token: after the agent's turn, both setup tokens still work and
any replacement the agent created is pending the person's reveal; the
person follows the rendered Tokens page link and reveals (or issues) the
value in a private browser; the new value works before the old token is
revoked; the unrelated client keeps access; no token value appears
anywhere, including a regex scan for any full `pcgw_<id>.<secret>`
value.
- The changed scenario context and outcomes are recorded in
`chat-full-catalog-testops-manifest.json` `changedFields` and pinned in
the manifest test. The inventory digest, descriptors (`oracleVersion`
v2, `sourceFiles`) and SDK public input pins are updated. The unused
`external-gateway-handoff.ts` module is removed.
- Fixture realism: the create-gateway profile now allows a real read
tool (an empty profile made the agent ask which apps to add instead of
finishing), and the rotation tokens get a neutral owner note instead of
"Disposable rotation fixture" (the agent read that note as an eval
hint).
- Shared private-browser helpers (`external-private-browser.ts`,
`external-private-browser-worker.ts`) get one optional `pendingTokenId`
input and one `revealedPending` receipt field.

## Verification

- Red: on `master` route code, the new integration tests `lets agents
create and revoke gateway client tokens without ever receiving a token
value` and `reveals an agent-created gateway token value only to its
responsible person` fail (403 `gateway_token_requires_person`).
- Green: `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts -t gateway` (25
passed). The test checks that the agent `call_api` result has no `token`
field and no token-shaped value, that the agent cannot reveal, that the
person reveals once (second reveal 409) and the value authenticates,
that agent revoke works and stops the value, that a token revoked before
reveal never gets a value, and that person create still returns the
value.
- `npx vitest run src/__tests__/tool-gateway.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` (2247 passed).
- `cd ui && npx vitest run
src/pages/apps/gateways/panels/TokensPanel.test.tsx
src/pages/apps/gateways/gateway-helpers.test.ts` (16 passed); `pnpm
check:token-gates` clean.
- Eval graders and catalog: `pnpm exec vitest run --config
tests/runner-e2e/vitest.config.ts` on the gateway oracle tests,
`external.test.ts`, catalog consistency/contract, TestOps
export/retained, phase/clock callers and SDK input/type tests (all
pass); `node --test` on the TestOps manifest, adapter, contract,
streaming and reconcile tests (all pass); `node
tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`
(unchanged).
- `node scripts/check-maps.mjs` passes. `tsc --noEmit` for `server`,
`ui` and `tests/runner-e2e`: no errors in changed files.
- Paid end-to-end run of both eval cases, run
[42872921890](https://github.com/paperclipai/paperclip/actions/runs/42872921890)
on 39f38a7f6c (before the last three commits): both FAILED, for
agent-behavior reasons the later commits address. Not rerun yet.
- rotate-token: the agent created the replacement (pending reveal, no
value), then revoked the old token in the same turn, despite the create
response saying to wait. Its reasoning cited the eval-looking fixture
note. The grader rejected the premature revocation. The reply linked the
Tokens page correctly.
- create-gateway: the agent created the gateway and one pending token,
then asked a question card about which apps to add to the empty profile,
with no link to the gateway. The grader rejected the missing link.
- Token values: a scan of all evidence files of both cells found no full
`pcgw_<id>.<secret>` value and no `pcgw_<uuid>` form. Agent `call_api`
payloads in run events are redacted; the integration test proves the
agent tool result has no value.

## Risks

- Behavior change for agents: token create returns metadata and a Tokens
page path, not a value. Agents that expect `token` in the response must
send the person to the Tokens page.
- Migration adds one boolean column with a default. Existing tokens get
`false` and keep working.
- A pending token that is never revealed stays as an unusable row until
someone revokes it. It cannot authenticate.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 15:13:34 -06:00
DottaandPaperclip 89ec4e7614 feat(links): add cached GitHub pull request previews (#20593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations contain links to pull requests and other work.
> - A URL alone cannot tell the operator whether a PR is open, merged,
or blocked by conflicts.
> - Fetching every link at render time wastes API calls and can expose
private data through a shared cache.
> - This pull request adds a demand-driven links service and a GitHub PR
adapter.
> - Each viewer and company has a separate cache. Repeated links share
one request and result.
> - Operators get context when they hover or focus a link. Normal links
stay useful when a provider is unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Task Markdown links, shared link metadata, and the server GitHub API
boundary.

**Problem or motivation**

PR links have compact labels and neutral icons. They do not provide a
rich hover card or a common status source across repeated mentions. A
background resolver cannot borrow a person's GitHub connection because
it has no viewer identity.

**Proposed solution**

Recognize supported links locally. Request metadata after a delayed
hover or keyboard focus. Show a card at the first line of the link,
aligned with its icon. Share the result across all mentions in the
current viewer and company. Keep the exact original navigation URL.

The first adapter supports GitHub pull requests. Open is green, merged
is purple, and merge conflicts are orange. Draft, closed, unknown,
loading and unavailable states remain quiet.

**Alternatives considered**

Eager page scans would spend API quota on links the operator does not
inspect. Company-wide caching of personal GitHub results would cross the
credential boundary. This change uses neither approach.

**Roadmap alignment**

ROADMAP.md was checked. This extends existing task links and the GitHub
resolver. It adds no deployment adapter or new background worker.
Searches of open and closed PRs for link previews and PR hover cards
found no matching implementation.

## What Changed

- Add host-owned link recognition and a normalized preview contract. The
service selects an adapter by provider.
- Add a board-only company read endpoint. It checks company access
before cache reads and sends a private, no-store response.
- Use the current viewer's eligible GitHub connection. A configured
connection that cannot supply credentials fails closed. With no managed
connection, reuse existing company credentials or public access.
Instance credentials retain the public-repository check.
- Reuse the GitHub external-object resolver for API transport and
response parsing. Add title and mergeability to its normalized snapshot
without changing its existing state contract.
- Coalesce requests by company, viewer and canonical PR URL. Bound
cached entries and concurrent work. Cache success for one minute and
failures for a short period or the provider retry window.
- Add an abortable request deadline. Timed-out work stays in the
concurrency budget until it settles. No periodic worker or idle polling
is added.
- Add a shared browser query and anchored preview card. Repeated
Markdown links observe the same result. There are no automatic retries,
window-focus refreshes, toasts or connection prompts.
- Add ten production-component Storybook examples and real
pointer/keyboard browser checks. Document the API and verification
route.

## Verification

- Linux source checkout: 233 focused tests passed in nine suites. They
cover recognition, fixed API destinations, provider states, access
failures, credential selection, viewer/company isolation, request
coalescing, expiry, cache bounds, concurrency bounds and mounted OpenAPI
coverage.
- A live public GitHub smoke returned this PR's correct title and open
state. Two equivalent URLs shared one real network request. Personal
connection access was not part of that smoke.
- A controlled HTTP server stalls a real response body. The test proves
cancellation while another lookup completes.
- UI typecheck and the server layered typecheck passed. The UI
production build passed.
- Token gates and query policy gates passed. All 30 map/catalog support
checks passed. The three new server test files also passed a focused
TypeScript check.
- All 27 focused browser checks passed on the reviewed source tree. They
cover light/dark themes, narrow layouts,
open/merged/conflict/draft/closed/loading/unavailable/failed states,
fixed positioning during pointer movement, exact navigation and keyboard
access. A real browser HTTP interception counts one deferred lookup for
two equivalent PR links.
- The first browser attempt lacked Chromium. A later combined build/test
attempt exhausted the sandbox's 8 GiB memory limit and killed Storybook.
Those attempts supply no pass evidence. Chromium is installed, and the
final browser checks run with the build stopped. One initial Storybook
dependency reload interrupted a streaming check. All eight existing
inline-link cases passed on the warmed server, followed by a complete
27-case pass.
- Synthetic Storybook pointer events did not exercise the native hover
boundary. The assertions now run through real Playwright pointer and
keyboard actions. The fixture stories retain the production components.
- Review fixes preserve the Draft label when GitHub reports both draft
and conflicts. They also preserve neutral link colors in dark mode. The
25 affected service checks pass, including the added combined-state
regression. Browser checks compare unknown, draft and closed links with
the muted theme color.
- The first CI policy run rejected a literal retry opt-out. The code now
uses the existing explicit zero-retry helper. A new test-spy type error
was also corrected. These failures are fixed; their earlier runs remain
failed.
- `pnpm verify --explain` returned exit 2 because the browser test path
selects broad CI. No full local suite is claimed. The final CI run
supplies that coverage.
- The previous head `437913c797963aa113bb82e2ae8b836969317ef9` passed CI
and received a 5/5 Greptile score. All four review threads are resolved.
Master then advanced. The current head
`ae2a1c2adbd61a621cca9bdd160561952613df6e` resolves the source-manifest
conflict against master `9b21dcbdda01296349f3cfe0a3a6891e79df6130`.
Fresh CI and review are running.
- The previous CI run found a lost class on decorated PR links and a
stale SDK source manifest. Both are fixed. The existing CommentThread
integration test and 26 focused link service tests pass. All 45 SDK
source/privacy tests pass. All eight source-manifest helper tests pass.
The manifest helper changed only source identities and added the two new
shared files. Runtime, compiler, parser and library pins stay unchanged.
- A later review found that expired timeouts could reuse a settled
promise. The service now removes settled requests from its
shared-request map and counts unfinished provider work separately. The
new regression failed before the fix and passes after it. The
concurrency-bound and real stalled-HTTP tests also pass.
- UI typecheck and token gates pass after these fixes. The browser rerun
needed Chromium in the new session. That first attempt did not exercise
the UI. The complete 27-case browser rerun passed before the master
merge with retries disabled. All 27 browser cases also passed on the
merge revision with retries disabled.

- After the master merge, all 84 focused link, OpenAPI and integration
tests pass. All 55 SDK source/privacy/manifest tests pass. UI typecheck
and token gates pass again. The source manifest retains master's
reviewed runtime pins and includes both sets of source changes. GitHub
confirms the PR can merge cleanly. The preflight helper rebuilt the
shared package and plugin SDK; Cargo is unavailable locally. Final CI
supplies Rust coverage.

- The latest master update changed the reviewed report-lock policy but
left the SDK lock hash at its previous value. The SDK source/evidence
checks reproduced the mismatch. This change sets only the SDK lock hash
to the authenticated output of the existing master policy and patch.
Compiler, parser and Zod pins stay unchanged. All 56 SDK
source/evidence/manifest tests now pass. All 84 focused
link/API/integration tests, UI typecheck and token gates also pass on
the updated source.

## Risks

- This cache is process-local. Separate server replicas can make
separate GitHub requests.
- A cached result can remain visible for its short lifetime after GitHub
changes. A later hover refreshes expired data.
- GitHub can report unknown mergeability. The UI shows conflicts only
when GitHub explicitly reports them.
- Personal preview data stays in viewer/company caches. It is not
written to company external-object records or persisted browser query
storage.
- Stories simulate the API. They do not prove a live GitHub login or
private-repository access.
- No schema migration is required.

## Model Used

OpenAI Codex, based on GPT-6. The runtime does not expose the exact
serving model ID or context-window limit. Used reasoning, repository
inspection, source editing, shell execution and browser tools. No
subagents were used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 19:32:51 +00:00
DottaandClaude Opus 5.5 9b21dcbdda refactor: remove SPEC docs and repoint spec citations (#20565)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Contributors and agents read the docs under `doc/` before they
change code
> - `doc/SPEC.md` and `doc/SPEC-implementation.md` were out of date.
`doc/SPEC-implementation.md` became an append-only log: in 60 days it
got about 1,645 new lines and lost 181, across 140 commits
> - #20557 changed `AGENTS.md` so the code and its tests are the source
of truth, and the specs are only background
> - This pull request removes the two spec docs. It moves only the
sections that live code comments cite into focused docs, and it repoints
all other references
> - The benefit is one less stale document that agents read and append
to

## Linked Issues or Issue Description

Refs #20557 (merged). This PR is the follow-up that removes the docs. It
is based on `master`, which already contains #20557.

**Issue type**
Outdated content. The docs are out of date and conflict with the code.

**Where is the issue?**
`doc/SPEC.md`, `doc/SPEC-implementation.md`, and the code comments and
docs that cite them.

**What's wrong?**
`doc/SPEC.md` and `doc/SPEC-implementation.md` are out of date, but
agents still read them and append a paragraph with each fix.

**Suggested fix**
Delete both files. Move the sections that code cites into focused docs.
Repoint the references.

## What Changed

- Deleted `doc/SPEC.md` and `doc/SPEC-implementation.md`.
- Moved these spec sections, because live code comments cite them:
- §9.3.1 "Shared default-open issue writes" → new section in
`doc/agent-permission-defaults.md`.
- §9.8.1 "Issue-thread interaction resolver contract" →
`doc/execution-semantics.md`, "Issue-thread interaction resolution".
That section already had most of the contract. I added only the missing
parts: the `supersedeOnUserComment` default, the canonical policy list,
the addressee and cap rules, the rule that surfaces show the server's
effective audience, and the cross-issue budget charge. The short policy
summary at the top of the section now points to the list, so the
definitions occur one time only.
- §9.9 "Task Watchdog Authority Contract" → new "Authority contract"
section in `doc/TASK-WATCHDOG.md`. It holds the allowed and disallowed
mutation lists and the deferred capabilities. The atomic recovery batch,
restoration verification, and interaction rules were already in
`doc/execution-semantics.md` §11, so the new section links there and
does not repeat them. I did not move the "Downstream acceptance
criteria" checklist or the sentence about the CTO and Security sign-off.
These were implementation-time notes; the tests now hold that coverage.
- §9.10 "Company Skill Policy Contract" → new
`doc/company-skill-policy.md`. No focused doc had this contract. I did
not move the "Required regression tests" phase checklist.
- Did not move any other part of the specs.
- Repointed code comments that cited spec sections:
- `packages/shared/src/issue-write-denial.ts` (§9.3) →
`doc/agent-permission-defaults.md`
- `server/src/routes/issues.ts` (§9.9) → `doc/TASK-WATCHDOG.md`,
"Authority contract"
- `server/src/routes/issues.ts` (§9.3, §9.8.1 cross-issue budget) →
`doc/agent-permission-defaults.md`
- `ui/src/lib/interaction-audience.ts` and
`ui/src/components/InteractionGovernancePanel.tsx` (§9.8.1) →
`doc/execution-semantics.md`
- `ui/src/lib/skill-policy-denial.ts`, `ui/src/pages/CompanySkills.tsx`,
`ui/src/pages/CompanySkills.production.tsx`,
`ui/src/pages/SkillStudio.tsx` (§9.10) → `doc/company-skill-policy.md`
- `server/src/services/recovery/ownership-invariant-report.ts` (monitor
deadline wait path) → `doc/execution-semantics.md` §8. That section
already lists the one-shot monitor as a valid wait path.
- Resynced the git blob pin for
`packages/shared/src/issue-write-denial.ts` in
`tests/runner-e2e/source-sdk-public-inputs.json`. The comment edit
changed the file's hash, and the Runner support suite checks that pin. I
used `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD>
--write`; only that one pin changed.
- Updated `AGENTS.md` §1 so it does not name the deleted files.
- Removed the links to the deleted files from
`doc/plugins/PLUGIN_SPEC.md`.
- Updated the `doc-maintenance` agent skill
(`.agents/skills/doc-maintenance/`) so it no longer audits or stages
`doc/SPEC.md`.
- Removed or replaced references in `maps/README.md`,
`maps/feature-map/README.md`, `maps/storybook-map/README.md`,
`doc/PRODUCT.md`, `doc/CLIPHUB.md`, `doc/DEPLOYMENT-MODES.md`,
`doc/DEVELOPING.md`, `doc/evals.md`, `doc/spec/agent-runs.md`,
`doc/AGENTCOMPANIES_SPEC_INVENTORY.md`,
`doc/connections/CONNECTOR-PLAYBOOK.md`,
`doc/plugins/ideas-from-opencode.md`, `doc/execution-semantics.md`,
`doc/TASK-WATCHDOG.md`, and `.devin/wiki.json`.
- In `doc/execution-semantics.md`, the "admission is independent of
cleanup and accounting" reference now states the rule inline: only a
hard stop, an explicit pause, or an inactive company refuses admission.
- Kept these references as they are: dated plans in `doc/plans/` and
`docs/plans/`, the dated log
`doc/logs/2026-05-24-cli-api-parity-e2e-log.md`, `releases/`, the
transcript fixture `ui/src/fixtures/runTranscriptFixtures.ts` (it uses
the filename only as sample text), and
`docs/specs/external-task-protocol.md` (it refers to the Symphony
project's own `SPEC.md`).

## Verification

- `git grep -n "SPEC-implementation\|SPEC\.md"` (without `releases/`,
and ignoring `PLUGIN_SPEC.md` citations) finds only the kept references
listed above.
- `grep -rn "§9\.\(3\|8\|9\|10\)" ui/src server/src packages/shared/src`
finds no results.
- `node scripts/check-maps.mjs`: "Maps aligned: 35 areas, 192 capability
IDs".
- `pnpm check:token-gates`: "All gates clean".
- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
tests/runner-e2e/source-sdk-public-type.test.ts
tests/runner-e2e/source-sdk-evidence.test.ts`: 45 passed. These failed
in CI before the pin resync.
- `pnpm verify`: exit 2 ("Broader verification required") because
`AGENTS.md` is a global CI input. Required CI supplies the broad
coverage for this revision.
- All code changes are comments only. No runtime behavior changes. The
title uses `refactor:` because comments in source files changed.

## Risks

- Low risk. The change removes docs and edits comments only.
- A reader can lose context from spec sections that I did not move. The
text stays in git history. The code and its tests are the source of
truth.
- External links to the two deleted files will return 404.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 13:07:59 -06:00
Nicky LeachandPaperclip 98ce93dd4e Choose project storage from compatible environments (#20587)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects supply repository files to agent runs through core staging
or a storage plugin.
> - A storage plugin's default claim silently attached new projects even
when their agents used a different environment.
> - An environment name or driver type does not establish shared storage
access. The existing binding and task-driver contracts do.
> - This pull request groups creation choices by that contract and
selects storage from the creator's effective environment.
> - The benefit is a visible, validated choice and a clear error before
an incompatible managed workspace operation.

## Linked Issues or Issue Description

Fixes #20459.

Related: #20156 covers a separate provider-failure diagnostic. The PR
search found no other fix for #20459. ROADMAP.md has no duplicate
project-creation change.

## What Changed

- Show **Available in** when configured environments require different
project storage. Each option names the environments that can use the
same storage owner. Hide the selector when all choices are compatible.
- Derive compatibility from repository staging and managed binding
ownership. Local, SSH, and sandbox environments use core staging.
Managed storage requires a registered task driver from the same
installed storage plugin. Separate storage plugins remain incompatible.
Unknown plugin contracts and the fake sandbox are excluded.
- Follow the creating agent's environment, or the person's primary
agent, then the instance default and local fallback. Apply managed-only
and forced Kubernetes policy. The product has no separate user or
company environment-default field today.
- Add a company-authorized discovery endpoint and an optional creation
`environmentId`. Validate the choice again on save. Store the storage
owner without overriding agent run environments. Preserve explicit API
storage choices and existing project ownership.
- Keep the hidden repository-free private-task project independent of
environment availability. Submit the observed storage owner as
`expectedStorageProviderPluginId` so a changed contract fails at save
without setting a workspace policy. Instance task-isolation defaults
stay inherited.
- Reject an incompatible managed workspace before a provider operation.
Name the storage and selected environment in the error. Add regression
tests, API documentation, creation-story fixtures, and minimal
corrections to obsolete map text.

## Verification

- **102 tests passed across 7 files:** project environment integration,
installed storage policy, repository persistence, project environment
routes, project creation telemetry routes, OpenAPI, and
NewProjectDialog. Run with `node node_modules/vitest/vitest.mjs run
server/src/__tests__/project-environments.test.ts
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/project-repositories-persistence.test.ts
server/src/__tests__/project-routes-env.test.ts
server/src/__tests__/project-goal-telemetry-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/NewProjectDialog.test.tsx --silent`.
- The review fixes cover both archived-default private-task cases and
changed-storage rejection. With both instance isolation flags enabled, a
new core repository project keeps a null policy and resolves to an
isolated Git worktree. The complete affected set passes all 102 tests.
- The CI query-error policy failure was fixed by using the shared query
view. The form and shared query-view suites pass **24 tests**, including
cached choices during a transient refetch failure. `node
scripts/check-query-error-rendering.mjs --enforce --summary` reports
zero findings.
- CI exposed stale SDK source hashes and heartbeat fixtures that paired
plugin storage with Local. Refreshed exactly four shared-source hashes
with the maintained generator (runtime pins unchanged). All **53 SDK
privacy/source-proof tests**, including real built SDK output, pass. All
**7 corrected managed-storage heartbeat scenarios** pass; the fixtures
declare the owning plugin's task environment and substitute transport at
the existing execution seam.
- Shared and UI TypeScript checks pass. The UI production build passes.
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and diff checks pass.
- Tested UI states: compatible choices, incompatible groups, default
within a group, manual override, create failure, loading, discovery
failure and retry, and an unavailable default. Tests use the production
form and existing design tokens.
- The integration tests use real isolated PostgreSQL on macOS arm64 with
Node 26.12.0. They cover user/agent defaults, storage persistence,
policy restrictions, company and authentication denials, and rejection
before a provider call. Discovery uses saved configuration and makes no
worker or provider requests.
- Local verification limits: `pnpm -r typecheck` and `pnpm build` stop
in unchanged adapter-utils code because the installed ACPX types lack
`inheritProcessEnv`. A direct server check also finds an unchanged AI
SDK type-version mismatch. The existing heartbeat test `inherits the
instance default environment across companies while preserving explicit
agent overrides` times out at line 518 on both this change and
unmodified master with the same dependencies. The full `pnpm test:run`
attempt passed all six chat shards (1,948 tests), then the Git workspace
expiration suite reported 14 failures. I stopped that broad run. Two
sampled failures reproduce on unchanged master with the same
`unknown_worktree_git_files` refusal; the other expiration failures were
not independently compared. A later broad workspace-preparation run also
hit workspace validation failures and was stopped; the seven corrected
fixture scenarios pass independently. These limits do not establish a
full local suite pass. Hosted CI remains required.
- Initial missing-package and loopback-denial failures were resolved by
repairing isolated dependency links, building the SDK, and running
database tests with loopback access. No deployed or live-provider
execution is claimed.

## Risks

- Creation defaults now follow the effective environment. A plugin's
`defaultForProjects` claim alone no longer selects storage. This is the
intended behavior change.
- Compatibility covers repository project storage. It does not guarantee
arbitrary host paths, retained-workspace moves, adapter/image support,
credentials, or worker readiness. Matching provider configs cannot prove
a cross-plugin storage contract.
- A person's primary agent supplies the personal default because there
is no separate personal environment setting. An unavailable configured
default requires a valid explicit choice or a configuration repair.
- No migration runs. Existing projects keep their storage owner. This
change does not detach existing managed data or provide a storage
migration.
- Full local verification has the limits listed above. CI and standard
Greptile review are pending.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving snapshot and context-window size were 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>
2026-11-10 17:38:31 +00:00
DottaandClaude 84007892e9 refactor: move AGENTS.md section detail to docs and rules, add a bug-fixing section (#20585)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - `AGENTS.md` is the instruction file that each human and AI
contributor reads before a change
> - Pull request #20557 shortened the file, but several sections still
held detail that applies to only some changes
> - The scoped-rules section told agents to read each matching rule in
full, and most changes match five rules
> - The core engineering rules mixed three product invariants with
process conventions
> - This pull request moves that detail to the docs and to scoped rules,
and adds a section on how to fix a bug
> - The benefit is a 211-line file that states what applies to every
change and points to the rest

## Linked Issues or Issue Description

Refs #20557

**Issue type**

Outdated or unclear contributor documentation.

**Where is the issue?**

`AGENTS.md` at the repository root, and `rules/`.

**What's wrong?**

- The scoped-rules section made agents read the full body of each
matching rule before a change. The rule bodies total about 47 KB.
- Sections 4, 6, 8, 9 and 10 repeated detail that belongs in
`doc/DEVELOPING.md`, `doc/DATABASE.md`, a route rule, `DESIGN.md` and
`CONTRIBUTING.md`.
- Section 4 had a database reset command for `data/pglite`. That
directory does not exist.
- Section 5 had seven rules. Four of them were process conventions or
path-specific detail.
- The file did not say how to fix a bug.

**Suggested fix**

Make the rule headers the index. Move section detail to the document or
rule that owns it. Keep only the three invariants in section 5. Add a
bug-fixing section.

## What Changed

- The scoped-rules section now tells agents to list the rule headers
with one `grep` command. Agents read a rule body only for a design
decision in its area, when the description is not sufficient, or when a
reviewer cites it.
- `rules/README.md` says that each `description` must state the required
behavior in one sentence.
- `rules/pull-request-review.mdc` has a description that states its
requirements.
- Section 4 (dev setup) and section 11 (pull requests) now point to
`doc/DEVELOPING.md` and `CONTRIBUTING.md`.
- The schema change workflow moved from section 6 to `doc/DATABASE.md`.
- The API and auth expectations moved from section 8 to the new
`rules/api-route-expectations.mdc`.
- Section 9 links to `DESIGN.md` for design rules. `AGENTS.md` no longer
tells contributors to run `pnpm check:token-gates`.
- Added section 10, "Fixing a Bug": reproduce the error, write a failing
test, write the fix, see the test pass, and verify the fix.
- Section 5 now has three rules: company scope, contract
synchronization, and the control-plane invariants.
- The company-scope exceptions moved to the new
`rules/company-scope-exceptions.mdc`.
- Removed the strategic-docs rule. The plan-doc convention moved to the
repo map. The artifact rule moved to section 7.
- Removed rule 7. Five code comments that cited `AGENTS.md §5.7` now
cite `rules/data-paths.mdc`.
- Regenerated the SDK public source pin, because one of those comments
is in `packages/shared/src/crash-points.ts`.
- Added both new rules to `.greptile/files.json`.
- The API route rule applies only to routes that read or write company
data. Its status code list is a list of common codes.
- The company-scope rule lists the sidebar company order as an
instance-wide exception.
- The `honeycomb-tracing` skill now points to `rules/data-paths.mdc` for
the Telemetry workflow.

## Verification

- Open `AGENTS.md` and confirm that each link resolves. A local script
checked this.
- Run `grep -E '^(description|globs|alwaysApply):' rules/*.mdc` and
confirm that each rule prints a description.
- Run `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD>
--check`. It passes locally.
- `packages/shared/src/crash-points.test.ts` passed locally before the
rebase onto `master`.
- Five source files changed in comments only. No other test suite ran
locally.

## Risks

- An agent that reads only rule descriptions can miss a detail in a rule
body. Reviewers still apply the full rules.
- Pull requests and the definition of done are now sections 11 and 12.
Sections 1 to 9 keep their numbers.
- Dated plan documents under `doc/plans/` still cite `AGENTS.md §5.7`.
They are historical records.
- Pull request #20565 also changes `AGENTS.md`. The second one to merge
needs a conflict fix in section 1 and section 2.

## Model Used

- Claude (Anthropic), in Claude Code with tool use.
- `claude-fable-5-2`.

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 11:00:31 -06:00
DottaandPaperclip ce1ee9e89f fix: stop prompts from encouraging subtasks (#20362)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents read runtime prompts, tool help, skills, and role
instructions.
> - Several of these texts tell agents to create child tasks as a normal
next step.
> - One accepted-plan prompt even forbids work on the current task.
> - Task parentage is useful, but it does not need a prompt that
encourages task creation.
> - This pull request removes those prompts and keeps the task APIs
available.

## Linked Issues or Issue Description

Refs #10642. This change adjusts prompt wording; it does not add
delegation-cycle guards.

**Current behavior**
Prompts tell agents to create children after plan approval, use children
for long work, and create a task just to pass context. Onboarding
requires a child even for a single request.

**Proposed behavior**
Continue work on the current task. Keep explicit assignments, optional
task creation, parentage, dependencies, and approval gates. Use the
separate-task recipes when the user requests that structure or when
continuing existing work.

**Reason and benefit**
Reduce needless task trees without removing subtask support. Keep the
patch limited to wording, existing test expectations, and generated
catalog data.

## What Changed

- Align accepted-plan prompts and remove direct child-creation advice
from runtime and error text.
- Make task tool descriptions neutral. Keep their fields, defaults, and
handlers.
- Update the main skill, onboarding, CEO instructions, company
templates, specialist workflows, and matching guides.
- Keep historical release snapshots intact. Refresh the explicitly
seeded schema fixture's catalog digest; the server still verifies
historical release snapshot hashes.
- Refresh the affected generated catalogs, capability inventory,
semantic contracts, and fixture manifest.

## Verification

- Final tested head: `c6e304d0c105cdbfbe0b2ab0a233307fcd91a04b`.
- All 66 check runs are complete: 60 pass, one is neutral, and five are
skipped by CI conditions. Snyk also passes. No checks fail or remain
pending.
- [PR
CI](https://github.com/paperclipai/paperclip/actions/runs/42846226554)
passes typecheck, build, server/general tests, all eight E2E shards,
Runner support, Runner Rust, and the aggregate verify gate.
[Windows](https://github.com/paperclipai/paperclip/actions/runs/42846226546)
and [Docker
Runner](https://github.com/paperclipai/paperclip/actions/runs/42846226108)
also pass.
-
[Greptile](https://github.com/paperclipai/paperclip/pull/20362#issuecomment-6751419835)
and [Paperclip
review](https://github.com/paperclipai/paperclip/pull/20362#issuecomment-6751454010)
give this exact head 5/5. All six inline threads are resolved. Neither
current summary has findings.
- Merged master `bf0220d34a156c81853755c3d1365ddc527037de`. Resolved
three generated-file conflicts with the canonical generators.
- Local verification passes: 473 focused prompt, continuation, UI,
catalog, runtime and native-execution tests; Runner TypeScript build;
generated metadata; UI token gates; and diff checks.
- The prior head `c22018cb0f` failed three SDK evidence tests because
two source hashes were stale. Reproduced all three failures locally. The
existing generator refreshed only the hashes for the denial-copy file
and its test. All 53 affected evidence/source-pin tests then passed,
including private-value rejection. No scanner logic, assertions, or
runtime dependency pins changed. Current CI confirms the support suite
passes.
- A prior commit failed the Rust process reaping test. Its cause remains
unproven. No Rust code or assertions changed. Later Rust runs pass; this
does not establish the cause of the earlier failure.
- Local preflight built shared/plugin SDK packages, then stopped because
`cargo` is absent. Current-head CI supplies Rust and full build
coverage. `pnpm verify --explain` selects broad required CI; full local
suites were not repeated.

## Risks

- Wording changes guide the model; they do not enforce a ban on
subtasks.
- Existing installed skill versions and saved custom instructions need
their normal refresh process. This PR does not migrate company
configuration.
- Existing approved task assignments and approval gates remain in
effect.

## Model Used

- OpenAI GPT-6, through Codex, with reasoning, tool use, and code
execution. The exact routed model ID and context-window size were 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>
2026-11-10 09:58:54 -06:00
DottaandClaude Opus 5.5 15a734d068 fix(heartbeat): show a storage outage wait as live status, then record it once (#20460)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - In cloud mode a run reads and writes file storage on its critical
path: it starts its run log (`s3_segments`), restores its saved
workspace, and saves it again
> - Since #20299 a run waits out a storage outage there for up to 5
minutes instead of failing
> - That wait was silent. The board showed "running" with no sign of
life, so a storage wait looked like a dead run (restart-chaos R5
`silent_dead_run`)
> - The first version of this PR wrote a run event on every wait. That
writes the run row (`next_event_seq`, `updated_at`) while the run-log
claim is still in progress, and it covered only the run-log begin
> - This PR shows the wait as live run status instead, writes nothing
during the wait, and records one lifecycle event when the wait ends. It
covers every critical-path wait in the run's storage scope
> - The benefit is that a storage outage shows on the board as waiting,
the run's history keeps one honest line about it, and the claim path is
left alone

## Linked Issues or Issue Description

Refs #20299 (wait out a store outage on a run's critical path).

**What happened?**
- `w-20261110T043533-s11936` (Daytona R1, ST1 194 s, K2): run `d49f58d8`
waited 186 s in `heartbeat.prepare.run_output` with no event. The grader
failed it as `R5:silent_dead_run`.
- `w-20261110T105903-s11936`: the restore download
(`storage.snapshot.download`) waited 182 s with no sign of life.

**Expected:** the board shows the run waiting for file storage, and
nothing about the notice can disturb run-log ownership.

**On the failed `run_output` seen on builds of the first version**
(`w-20261110T101517-s11936` t01 run `9d39550a`,
`w-20261110T081647-s11936` t02 run `9da10424`): the evidence points to
an expired restart lease, not to the notice's row writes. Neither the
writer-authority check (`run-log-authority.ts`) nor the journal claim
compares `next_event_seq` or `updated_at`. A remote
`bootstrap_incomplete` restart claim gets a 60 s lease
(`REMOTE_CONTROLLER_LEASE_MS`), and preparation renews it only for
`reattach_remote_runner` claims. In t01 the claim was at 10:19:55, the
outage ended at 10:22:18.15, and `run_output` failed at 10:22:18.17, on
the first authority check after the store came back. That fix ships
separately as its own PR.

## What Changed

- `storage/storage-unavailable.ts`:
- The run's storage scope can carry a wait observer
(`reportStorageOutageWaitsTo`).
- `retryThroughStorageOutage` tells it about each backoff (`waiting`).
The operation that owns the wait reports one `ended` (`recovered` true
or false), so nested waits do not double-report.
  - `storageOutageWaitFor(purpose, work)` names the step.
- An observer that throws never changes the wait.
`endStorageOutageWaitOn` keeps the observer.
- `heartbeat/storage-wait-notice.ts` (new):
- Each wait sets live runtime status (phase `waiting_for_storage`,
"Waiting for file storage before starting the run log (45s so far)") and
publishes `heartbeat.run.progress`. Nothing goes to the database.
- When the wait ends, it writes one `lifecycle` warn event: "Waited Ns
for file storage before …", with payload `reason:
"storage_outage_wait"`, `purpose`, `waitedMs` and `recovered`.
- `heartbeat.ts`: installs the notice next to `endStorageOutageWaitOn`
(one line).
- Purposes:
  - run-log begin: "starting the run log";
  - `loadWorkspaceSnapshotArchive`: "restoring the workspace";
  - `uploadWorkspaceSnapshot`: "saving the workspace".
- `packages/shared`: adds `waiting_for_storage` to
`HeartbeatRunStatusPhase`.
- `tests/restart-chaos/live-status-evidence.ts` (new): R5 also counts
the board's live run status (`/api/issues/:id/live-runs`
`currentStatusUpdatedAt` / `lastEventAt`) as evidence that a running run
is alive. Wiring it into `observer.ts` takes one import and one changed
line.
- `doc/run-log-events.md`: documents the live status and the one event.
- Removed: the first version's per-wait run event.

## Verification

- `cd server && npx vitest run src/services/heartbeat/run-output.test.ts
src/__tests__/storage-outage-wait.test.ts
src/services/remote-workspace-snapshot-storage.test.ts
src/services/object-byte-journal.test.ts
src/__tests__/storage-s3-credential-rotation.test.ts`: 103 pass.
- Red/green: with the observer disabled (master behaviour), these new
tests fail. With this change they pass:
- run-output "shows the wait as live status and writes nothing to the
run while its log claim waits": no run-row write and no event during the
claim's waits; the live status is `waiting_for_storage`; the claim's
writer-authority check still passes; one lifecycle event afterwards;
- the helper's observer tests (one end per wait; gave-up reporting; a
throwing observer; the Stop signal keeps the observer);
- snapshot storage "tells the run it is waiting for storage while a save
or a restore waits out an outage".
- `PAPERCLIP_IN_WORKTREE=false npx vitest run --config
tests/restart-chaos/vitest.config.ts
tests/restart-chaos/live-status-evidence.test.ts
tests/restart-chaos/observer.test.ts
tests/restart-chaos/triggers.test.ts`: 65 pass. `node
scripts/typecheck-test-projects.mjs tests/restart-chaos`: pass. `cd
server && npx tsc --noEmit`: pass.
- Live restart-chaos waves: results in a comment below.

## Risks

- Low.
  - The retry policy, its budget and Stop handling are unchanged.
- During a wait, the only new effect is an in-memory status and a live
event.
  - Afterwards, one event per wait, written without blocking the run.
- Runtime status is per server process. A board on another instance sees
the waiting line only after the closing event.
- Shared journal work (`runSharedStorageWork`) keeps its own scope
without the observer. Its waits surface through the enclosing run-scoped
wait, as before.
- Previous-release state: this persists no new run or session state. A
run saved by the previous release resumes unchanged.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 07:42:43 -06:00
DottaandClaude 82abb3ea04 fix(native): classify a Codex API-key unknown model as a model rejection (#20488)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runner agents run on a provider (here Codex) with a model the
user saves on the agent
> - When the provider rejects that model, Paperclip should classify the
run as `native_provider_model_rejected`, ask the user to choose a model,
and let Retry finish the task
> - Paperclip recognized only the ChatGPT-account rejection (a 400 JSON
envelope). With API-key auth, Codex returns a different terminal error
for an unknown model
> - So the run failed as a generic `adapter_failed` ("Native session
failed"), and recovery opened a reconciliation incident ("Recovery
needed") for a turn that never did any work
> - This pull request recognizes the real API-key shape, bound to the
configured model, and names the rejected model on the task
> - The benefit is that the task asks for a model choice instead of a
reconciliation, and Retry completes the task after the user picks a
valid model

## Linked Issues or Issue Description

**What happened?**
The restart-chaos config fault CF3 `model_id` saves a Codex agent with
the model `chaos-missing-model-<nonce>`. The run stays "running" for
about 60 seconds, then fails with `errorCode: adapter_failed`, "Native
session failed". The task shows "Recovery needed", cause
`native_continuation_requires_reconciliation`. The grader fails as
`CF3/model_id:actionable_message` (waves `w-20261110T061914-s206-cf` t01
and `w-20261110T053831-s205-cf` t02).

Root cause: the wave runs Codex with an OpenAI API key. I drove the
bundled `codex app-server` (0.160.0) directly with an unknown model:
- With API-key auth, Codex retries the Responses API 404 ten times
(about 59 s), then fails the turn with `{"message":"unexpected status
404 Not Found: The model \`<id>\` does not exist or you do not have
access to it., url: https://api.openai.com/v1/responses, cf-ray: …,
request id:
req_…","codexErrorInfo":{"httpConnectionFailed":{"httpStatusCode":404}}}`.
- With ChatGPT auth, the turn fails in about 3 s with `message` =
`{"type":"error","status":400,"error":{"type":"invalid_request_error","message":"The
'<id>' model is not supported when using Codex with a ChatGPT
account.","code":"model_not_found"}}`. Paperclip already classified this
one.

`createNativeProviderFailureObservation` parsed only the JSON envelope,
and the runner's provider-failure category for an HTTP 404 is `unknown`.
The terminal therefore stayed unclassified.

**Expected behavior**
The run is `native_provider_model_rejected`, the task shows `userAction:
"choose_model"` and names the model, no reconciliation incident opens,
and Retry completes the task after the user picks a valid model.

**Steps to reproduce**
`node cli/node_modules/tsx/dist/cli.mjs
tests/restart-chaos/config-wave.ts --faults CF3 --adapters codex
--references model_id --tasks 1 --concurrency 1 --restarts K2 --seed
206` on `master` (with `OPENAI_API_KEY` set).

**Paperclip version or commit**
`master` at 5ab98b0.

## What Changed

- `server/src/services/native-runtime/native-provider-failure.ts`: the
Codex observation recognizes the API-key terminal shape
(`codexErrorInfo` `httpConnectionFailed` or `responseStreamDisconnected`
with `httpStatusCode: 404`, and the message prefix for the configured
model only). It classifies it as `native_provider_model_rejected` with a
new closed diagnostic `NATIVE_MODEL_NOT_FOUND_DIAGNOSTIC` (`codex`,
`model_not_found`, `404`, `api_key`). No provider text or model name is
stored in the diagnostic. A recoverable turn, another model's 404, or
another status is not classified.
- `readNativeModelRejectionDiagnostic` accepts both closed diagnostics,
so run failure diagnostics show it.
- `TaskInterruptionPresentation.rejectedModel` (shared type): with
`userAction: "choose_model"`, the task query carries the model id from
the run's native execution input. Only a
`native_provider_model_rejected` run discloses it.
- `TaskChatThread` names the model in the "Model unavailable" marker:
`The provider rejected the model "<id>".`
- The restart-chaos config wave reads `interruption.rejectedModel` as
task-level text. For `choose_model`, its repair step uses the Retry that
the "Model unavailable" marker offers (`POST /agents/{id}/wakeup` with
`reason: "retry_failed_run"`, the same request as
`agentsApi.retryFailedRun`), because a model rejection does not offer
the task-level Retry.

## Verification

- Red before, green after (the classification line disabled makes both
fail):
- `native-provider-failure.test.ts` — "classifies the API-key 404 for
the configured model as a model rejection (codex 0.160.0 shape)", with
the exact terminal error captured from `codex app-server` 0.160.0, plus
negative cases.
- `native-provider-failure.integration.test.ts` — new `api-key` scenario
through `executePaperclipNativeSession`, the persisted evidence reader
and `finalizeNativeRun`: the run ends `native_provider_model_rejected`,
the issue is `blocked` with that decision, and no issue recovery action
is created.
- `task-interruption-query.test.ts` — the real task query carries
`rejectedModel` only for a model rejection. `TaskChatThread.test.tsx` —
the marker names the model.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui
typecheck` pass.
- Live proof: config wave `w-20261110T090801-s206-cf` (CF3 `model_id`,
codex with an OpenAI API key, K2, seed 206) on commit 05e8938: **1/1
pass**. The run ends `native_provider_model_rejected`; the task rests as
`waiting_for_user` / `choose_model` with `rejectedModel:
"chaos-missing-model-472e1851"` and execution cause
`native_provider_model_rejected` (no reconciliation incident), rests
again after the K2 restart, and finishes 27 s after the model is
restored and the marker's Retry is used. On `master` the same wave
failed as `actionable_message` with "Recovery needed" /
`native_continuation_requires_reconciliation`
(`w-20261110T061914-s206-cf`).

## Risks

- Low risk. The match is bound to the configured model, a 404 status and
a non-recoverable turn, so other provider failures keep their current
behavior.
- The match depends on the Codex terminal text. If a later Codex release
changes it, the run falls back to the old generic failure, not to a
wrong classification.
- Claude (ACPX) unknown models are not changed here. Claude Code reports
an unknown model as a synthetic assistant message ("There's an issue
with the selected model …") rather than a provider error; this PR does
not change or live-verify that path.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, test runs, a direct `codex
app-server` probe).

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 03:11:10 -06:00
DottaandClaude a14ae9b5c9 fix(workspaces): name a failed workspace setup command on the task page (#20478)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before an agent starts, Paperclip prepares the task workspace and
runs the project's configured setup commands (for example the workspace
provision command)
> - When that command fails, the run fails as `setup_failed`, and the
task stops with a Retry
> - The task page shows only "Failed" and a generic recovery notice. The
real error (the command, its exit status and output) is visible only on
the run page
> - The user cannot see from the task which setting is broken or what to
change
> - This pull request records a bounded, named cause for a failed setup
command and shows it on the task page
> - The benefit is that the task names the broken setting and what to
change, and classification, retry and recovery stay the same

## Linked Issues or Issue Description

**What happened?**
The restart-chaos config fault wave CF1 sets a project
`workspaceStrategy.provisionCommand` to `bash
./scripts/provision-worktree.sh`, a script that does not exist. The run
fails as `setup_failed` with `Execution workspace provision command
"bash ./scripts/provision-worktree.sh" failed: bash:
./scripts/provision-worktree.sh: No such file or directory`. The task
page shows "Failed" and "Paperclip automatically retried continuation …
still has no live execution path". The grader fails the task as
`CF1/provision_command:message_only_in_run_detail`.

**Expected behavior**
The task page names the failed setup step, the configured command, its
exit status and a short tail of its output, and says what to change.
Retry behavior stays the same.

**Steps to reproduce**
`node cli/node_modules/tsx/dist/cli.mjs
tests/restart-chaos/config-wave.ts --faults CF1 --adapters codex --tasks
2 --concurrency 2 --restarts K1,K2 --seed 204` on `master`.

**Paperclip version or commit**
`master` at 5ab98b0 (wave `w-20261110T043929-s204-cf`, tasks t01 and
t03).

## What Changed

- `WorkspaceCommandExitError` now carries the setup step
(`workspace_provision`, `workspace_seed`,
`workspace_runtime_provision`), the configured command and the command
output.
- New `server/src/services/workspace-setup-command-failure.ts`: it
builds a bounded, redacted `setupCommandFailure` record (step, command
up to 200 characters, exit code, last 300 characters of output). It also
recognizes the older message format, so runs recorded before this change
still get a name.
- `run-completion.ts` adds `setupCommandFailure` to the setup failure
`resultJson`. The error code (`setup_failed`) and all retry and recovery
fields stay the same.
- `TaskInterruptionPresentation.setupFailure` (shared type) is set for
`setup_failed` runs. It goes through the same per-run secret redaction
and user-name redaction as `workspaceFailure`.
- `ExecutionBlockerNotice` shows "Couldn’t set up the task workspace.
<command> failed with exit code N: <output>. Fix the command in the
project’s workspace settings, then retry." A scheduled transient retry
keeps its countdown and only adds the name.
- The restart-chaos config wave reads `interruption.setupFailure` as a
task-level text for its actionable-message check.

## Verification

- Red before, green after (the tests fail with the source changes
reverted):
- `server/src/__tests__/workspace-runtime.test.ts` — "names a failed
project provision command with its exit status and output (CF1)" runs a
real git worktree with a missing provision script (exit 127).
- `server/src/services/task-interruption-presentation.test.ts` — "setup
command failure presentation (CF1)": names the command, keeps
`state`/`canRetry`/`userAction` identical, recognizes the older message,
keeps a scheduled retry, bounds output and strips credentials from the
command.
- `ui/src/components/ExecutionBlockerNotice.test.tsx` and
`tests/restart-chaos/config-faults.test.ts` cover the notice text and
the harness check.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui
typecheck` pass.
- Live proof: config wave `w-20261110T083227-s204-cf` (CF1, codex, 2
tasks, K1 and K2, seed 204) on commit ae9a4b7: **2/2 pass**. Both tasks
show `The project's workspace provision command "bash
./scripts/provision-worktree.sh" failed with exit code 127: bash:
./scripts/provision-worktree.sh: No such file or directory` on the task,
rest again after the restart, and finish after the repair and Retry. On
`master` the same wave failed both tasks as `message_only_in_run_detail`
(`w-20261110T043929-s204-cf`).

## Risks

- Low risk. The change adds a presentation field. It does not change the
error code, retry, recovery or blocking behavior.
- The command and output are user-configured text. They are bounded,
passed through `redactSensitiveText`, the run's secret registry and
user-name redaction. If redaction fails, the field is omitted, like
`workspaceFailure`.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:35:18 -06:00
DottaandClaude 1e13c58a4e fix(heartbeat): name the cause of generic adapter failures and keep SQL text off the board (#20483)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat run settlement records why a run failed, and the board
shows that record.
> - Runs that fail without a named code settle as `adapter_failed` (or
`setup_failed`) with no cause.
> - A user, an operator, and the restart chaos harness cannot tell what
went wrong from such a run.
> - Some run errors also show raw SQL statement text to users.
> - This pull request records a bounded `failureCause` code for generic
failures, shows it on the board, and keeps SQL text out of run errors.
> - The benefit is that a generic failure now names its cause, for
example "adapter failed (40001)", without leaking messages, SQL, or
secrets.

## Linked Issues or Issue Description

Refs #20385 (the nested-cause extraction this change reuses). Related:
#20421 (restart chaos universal checks U1-U4).

**What happened?**

The restart chaos audit of 79 saved waves found 30 failed runs with
`errorCode: "adapter_failed"` and a null or generic error. Every U3
("diagnosable") warning was `adapter_failed`. Nobody could tell what
failed. Some board run errors also showed raw SQL statement text from
wrapped database errors (Drizzle `Failed query: ... params: ...`).

**Expected behavior**

A run that fails with a generic code names a short, safe cause. The
board shows the cause next to the stop reason. Run error text never
shows SQL statements or their parameters.

**Steps to reproduce**

Make an adapter throw a wrapped database error (an `Error` whose nested
`cause` has `code: "40001"` and whose message has a Drizzle `Failed
query:` statement). Before this change, the run settles as
`adapter_failed` with no cause, and `heartbeat_runs.error` contains the
SQL statement and parameters. The new tests in
`server/src/services/heartbeat/run-completion.test.ts` reproduce this.

## What Changed

- Runner: move the #20385 event-commit cause extraction into
`safeErrorCauseCode`
(`packages/paperclip-runner/src/control-plane/safe-error-cause.ts`) and
export it. The Runner's own diagnostics use the same function, unchanged
in behavior.
- Shared: add the `failureCause` contract
(`packages/shared/src/run-failure-cause.ts`): one `[A-Za-z0-9_.:-]`
token of at most 80 characters, `normalizeRunFailureCause`,
`readRunFailureCause`, and `withoutSqlStatementText`.
- Server: add `server/src/services/heartbeat/run-failure-cause.ts`.
Settlement records `resultJson.failureCause` only when the code is
generic (`adapter_failed`, `setup_failed`). `errorCode` stays the same.
- Thrown errors (`failRun`, `failRunSetup`): `provider_http_<status>`,
else `provider_<category>`, else the first safe code in the error and up
to three nested causes (`40001`, `ECONNRESET`), else the error class
name, else `unknown_error`.
- Adapter results without a code (`completeRun`): the error family,
`signal_<name>`, `process_cancellation_failed`, `exit_code_<n>`,
`adapter_reported_error`, or `unknown_error`.
- The failure log lines (`heartbeat execution failed`, `heartbeat
execution setup failed`, and a new `heartbeat run failed` warning for
generic adapter results) include `failureCause` and `errorCode`.
- Server: replace SQL statement text in run error text with "Database
query failed (<cause>)" at all three settlement paths, including the
cancelled branch. The execution blocker's `runError`, the attention
inbox (failed-run excerpt and metadata), and continuation summaries
apply the same replacement on read, so older rows also stop showing SQL
there.
- Server: Retry admission and failed-preparation replay accept only a
closed set of `resultJson` keys. `failureCause` is added to each of
those lists (`task-retry.ts`, `chat-channels/failed-run-retry.ts`,
`cancelled-native-startup.ts`, `fresh-workspace-continuation.ts`). It is
a diagnostic code with no execution or replay authority, so a
failed-preparation run stays retryable.
- Server: `runsForIssue` returns a validated top-level `failureCause`.
It is null for older rows, non-string JSON values, and malformed values.
- UI: `RunForIssue.failureCause`; `IssueRunLedger` shows "adapter failed
(40001)". Older runs keep "adapter failed". The Storybook run-ledger
fixture has a failed run with a cause.
- Restart chaos harness: run samples keep `failureCause`. U3 treats a
generic code with a specific `failureCause` as diagnosable. A bare
`Error`, `unknown_error`, or the no-code fallback
`adapter_reported_error` still counts as vague. U3 stays a warning.
- Docs: `doc/run-log-events.md` and the harness README describe the
field and the SQL replacement.

## Verification

- Red before the fix: the four new `run-completion.test.ts` cases failed
against `origin/master`'s `run-completion.ts` (no `failureCause`, SQL
text in `error`).
- Green:
- `server/src/services/heartbeat/run-completion.test.ts`: all tests
passed (real embedded PostgreSQL). New cases cover a nested `40001`
three levels deep for execution and setup failures, SQL and a secret
parameter absent from `error` and `resultJson`, the bound (an
81-character code and a SQL "code" fall back to the class name),
`exit_code_137` for a code-less adapter result, a cancelled result with
SQL text, no cause for a named code, and the log line. On this loaded
host the suite's `afterAll` database teardown hit its 30 s hook limit
after every test passed (the known local teardown limit, also seen in
#20385). CI runs the suite.
- `server/src/services/heartbeat/run-failure-cause.test.ts` (4),
`server/src/__tests__/activity-service.test.ts` (recorded, legacy,
malformed, overlong, boolean, and number cause projections),
`server/src/__tests__/issue-continuation-summary.test.ts` (legacy SQL
row).
- `packages/shared/src/run-failure-cause.test.ts` (6),
`ui/src/components/IssueRunLedger.test.tsx` (21), restart chaos
`universal.test.ts` and `observer.test.ts`.
-
`packages/paperclip-runner/src/control-plane/durable-prp-control-plane.test.ts`:
207 passed (the stall-diagnostic cases still read `40001` and
`ECONNRESET`).
- Typecheck: shared, runner, server (all layers), UI, restart chaos
harness. `pnpm check:token-gates`: all gates clean.
- `pnpm verify` returned exit 2 (global doc input changed); required CI
supplies broad coverage.
- CI on `6295f8d` found that the new key made failed-preparation runs
ineligible for Retry (`chat-channels.integration.test.ts` saved
board-message Retry got 409;
`workspace-recovery-preparation-dispatch.test.ts` dispatched 0 Retries).
Both reproduced locally and pass after the allowlist fix, with the other
459 Retry cases in `chat-channels.integration.test.ts` and all 25 in
`workspace-recovery-preparation-dispatch.test.ts`.
- No chaos waves were run. Storybook was not opened in a browser; the
fixture typechecks and the label is covered by the UI test.

## Risks

- Low risk. `errorCode` values do not change, so retry, recovery, and
comparison logic is unaffected.
- No schema change and no migration. `failureCause` is a new optional
`resultJson` key. Rows saved by the previous release have no key and
render as before; a new row read by an old server is ignored.
- The SQL replacement only acts on a Drizzle `Failed query:` marker, or
on `$n` placeholder text with a statement shape. Ordinary error text
does not change. When it acts, it also drops the text after the
statement.
- Code that checks `resultJson` against a closed key list must allow
`failureCause`. I found and updated the four lists on the Retry path; a
list I missed would refuse a Retry for a run with a generic failure.
- This is the run log / instance database path. It adds no Telemetry
event.
- The server failure log line still logs the raw error message
(unchanged behavior); only the board-facing text is changed.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing) and code execution for
tests.

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:14:53 -06:00
Nicky Leach 8809f44b5e Connect Codex and Claude login to agent computers (#20417) 2026-11-09 22:12:49 -08:00
DottaandPaperclip 5bad074baa feat: add individual agent interaction permissions (#20411)
Add eleven sparse incoming and outgoing restrictions, human CLI/API administration, shared mutation enforcement, and pending-delivery checks. Preserve existing defaults, agent settings, and existing authorization boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 20:34:04 -06:00
DottaandClaude Opus 5.5 50df9a19b9 perf(inbox): read only the execution workspaces Mine rows reference (#20388)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page loaded the company's full execution-workspace summary list
and kept task rows hidden until that list arrived
> - On a company with thousands of workspaces, that read checks each
workspace row against the privacy predicate. It was the slowest request
on the page
> - The inbox needs workspace names only for the workspaces its rows
reference, and only when the view shows workspace data
> - This pull request adds an `ids` filter to the summary read, makes
the inbox request only referenced workspaces, and stops rows from
waiting for workspace data when the view does not show it
> - The benefit is that Mine rows appear when the task data arrives, and
the workspace read becomes a small bounded query

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The Mine inbox (`/:companyPrefix/issues?view=mine`) shows its task rows
late on companies with many execution workspaces.

**Subsystem affected**
Board UI inbox and the execution-workspace summary API.

**Current behavior**
The page calls `GET
/api/companies/:id/execution-workspaces?summary=true` with no filter. On
a large company this returned 8,758 rows (2.5 MB) and took 12.3 s on the
server. The reveal gate included this read, so rows appeared at 13.4 s
although `inbox/mine` arrived at 1.6 s.

**Proposed behavior**
The inbox requests summaries only for the workspaces its rows reference.
Rows appear when the Mine task data arrives, unless the view shows
workspace data.

**Reason and benefit**
The workspace read becomes a small bounded query, and it leaves the
critical path for the default Mine view.

**Breaking changes**
None. The `ids` parameter is optional and additive.

## What Changed

- `packages/shared`: add `executionWorkspaceSummaryIdsQuerySchema`
(comma-separated UUIDs, 1–100 distinct values) and
`EXECUTION_WORKSPACE_SUMMARY_IDS_MAX`.
- `server`: `GET /companies/:companyId/execution-workspaces` accepts
`ids`. Bad input returns 422. The service adds
`inArray(execution_workspaces.id, ids)`. The company scope and the actor
read condition still apply, so privacy does not change.
- `ui/src/api/execution-workspaces.ts`: `listSummaries` accepts `ids`.
New `listSummariesByIds` reads ids in chunks of 100 and concatenates the
results.
- `ui/src/pages/Inbox.tsx`: the workspace query is keyed on the sorted
distinct `executionWorkspaceId`s of the rows the inbox holds (Mine,
touched, context and remote search issues). It uses `keepPreviousData`
and runs only when isolated workspaces are on and at least one id
exists.
- Reveal gate: rows wait for the workspace read only when workspace data
changes what the rows show. This is workspace grouping, a visible
Workspace column, or an active search (workspace names are searchable).
Otherwise rows reveal without it.
- Tests: route ids pass-through and 422 cases (non-uuid, empty,
separators only, more than 100); service test for the id filter with
company scope and the read condition; UI api chunking test; Inbox tests
for "rows reveal while the workspace read is pending when no workspace
column or grouping is active", rows waiting when the Workspace column is
visible, and "shows the resolved isolated workspace name" with the
id-filtered call.

Follow-ups (not changed here, they still read the unfiltered list):
- `ui/src/pages/LegacyInbox.tsx:772`
- `ui/src/components/IssuesList.tsx:985`
- `ui/src/components/LegacyIssuesList.tsx:888`
- `ui/src/components/NewIssueDialog.tsx:570` (filtered by project and
reuse, but not by ids)

## Verification

Focused checks on this revision:
- `cd server && npx vitest run
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspaces-service.test.ts -t "summar|ids"`: 14
passed (embedded Postgres ran the service test).
- `cd ui && npx vitest run src/api/execution-workspaces.test.ts
src/pages/Inbox.test.tsx`: all passed.
- `pnpm --filter @paperclipai/server --filter @paperclipai/ui --filter
@paperclipai/shared typecheck`: passed.
- `pnpm check:token-gates`: clean.
- `pnpm verify` selected 2,481 Vitest files (the shared validator change
reaches most suites). I stopped it at a 25-minute limit on a heavily
loaded shared host. Before the limit, three server tests outside this
change failed: `agent-commentary-skills` (skill mount),
`agent-config-read-access` (24.8 s timeout) and
`agent-directory-working-copies`. Required CI supplies the full
coverage.
- Review fix `fc3f82dae0`: when workspace data is visible, the reveal
gate also waits while `keepPreviousData` supplies the previous id set's
summaries. A new test switches Mine → Recent to a new workspace and
checks the Recent row stays hidden until its workspace loads. It fails
without the change.
- Follow-up commits `bf34f84823` and `8fc743b5ca` add a 100-row Mine
test with a counted workspace id scan. It fails with the old `= []`
defaults and passes with the stable `NO_ISSUES` default.

Performance (local, synthetic fixture):
- Instance: isolated worktree instance, `authenticated` mode, signed in
as a non-admin company member so the real workspace privacy predicate
runs. Production UI bundle (`PAPERCLIP_UI_DEV_MIDDLEWARE=false`).
Headless Chromium 1440×900, a new browser context per run (cold HTTP
cache and cold query cache). macOS, Apple Silicon, with other local
sessions running.
- Fixture: 8,750 execution workspaces (each with a source task and a
privacy-source key), 38,750 tasks, 150 Mine tasks; the Mine snapshot
returns 100 rows that reference 100 workspaces.
- Finish event: the first `[data-slot="task-row"]` is in the DOM.

| Measurement | Before (`02bfe71a6b`) | After |
| --- | --- | --- |
| Cold time to rows, median of 7 | 1,209 ms (1,046–1,312) | 702 ms
(567–1,209) |
| Workspace summary read, server wait (time to first byte), median of 7
| 496 ms unfiltered, 2.0 MB | 18 ms with 100 ids, 22 KB |

The difference of medians is 507 ms. This is close to the unfiltered
read's wait on this fixture (about 550–590 ms in the browser runs). The
runs were sequential batches, not alternating pairs.

Limits: this fixture does not reproduce the 12.3 s server time seen on
the development instance. Here the unfiltered read cost 0.5–1.7 s and
grew with the company's task count. The browser gain on the original
instance should be close to that instance's unfiltered read time, but I
did not measure it there.

## Risks

- Low risk. The `ids` filter only narrows the existing query. It does
not change the read condition or the company scope.
- A row whose workspace is not readable by the actor shows no workspace
name, as before.
- When the Workspace column or grouping is visible, rows still wait for
the workspace read. That read is now small.
- When the id set changes, the query refetches all chunks. Before a view
first reveals, rows wait for the new summaries if workspace data is
visible. After that, the previous names stay visible while a refresh
loads.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:02:55 -06:00
DottaandPaperclip b09f17fbfd fix(agents): repair queued setup through task connection cards (#20361)
## Thinking Path

> - Paperclip manages AI agents doing work for people.
> - Agent verification must finish before an accepted task can start.
> - A missing AI account default can prevent verification before a
provider starts.
> - Lifecycle policy treated that owned configuration refusal as a
temporary failure and retried each minute.
> - The accepted turn remained Queued without explaining the
prerequisite.
> - Park account configuration failures and reuse the task's existing
inline connection card.
> - Successful repair rechecks verification and releases the original
queued turn under its original authority.

## Linked Issues or Issue Description

**What happened?** An OpenCode agent selected the responsible user's
OpenRouter default, but that default did not exist. Verification retried
unchanged configuration indefinitely and its accepted task stayed
Queued.

**Expected behavior:** Preserve accepted work, explain the setup
prerequisite, and let the appropriate person repair it using the
existing task connection UI. Completion must verify the agent before
starting the same queued turn. Genuine pause, approval and access gates
remain effective.

**Reproduction:** Create an OpenCode Runner agent with a
responsible-user OpenRouter binding and no personal default; assign a
task while verification is pending. The base retries verification and
shows an unexplained queue.

Related: #18702 handles pending task connection recovery after account
repair. This PR handles the earlier agent-verification boundary. #20330
addresses a separate Codex governed-wait timeout and is already merged.

## What Changed

- Share owned account-selection failure evidence through a pure library
contract. Lifecycle policy parks those configuration failures with
fixed, redacted guidance; temporary infrastructure errors retain their
retries.
- Batch setup-state reads for unstarted queued turns. Distinguish manual
repair from automatic setup retries and preserve Stop, started/history
state and lifecycle holds.
- Reuse the existing `connection_intent` card, account selection and
completion APIs. Its controller-only `agentSetup` marker accepts only
never-started legacy turns; runtime tokens still require a running run.
- Address the card to the lifecycle verifier's account owner, preserving
the task's execution principal and private-task visibility. Attach
missing cards on admission, verification, startup and full recovery,
including retained retries and continuations. Repeated delivery and
publication remain bounded. A new queued turn supersedes the setup card
of a stopped turn; generic connection cards retain cross-run reuse.
- Recheck lifecycle verification after usable-account completion, then
release the existing turn through the normal readiness path. Preserve
decline, Stop, reassignment and changed setup-owner gates. Fence an
in-flight verification failure from overwriting a repair; add no
provider wake or recurring worker.
- Park owned account refusals during resume as well as initial
verification. Bind setup cards to the lifecycle operation, settle
obsolete deliveries, and keep explicit Retry guidance accurate.
- Reuse the router’s existing lifecycle pin for setup repair without
rerouting the task, advancing the pool cursor, or replacing its saved
binding. Legacy direct-account cards remain readable.
- Hide the incorrect Resume banner during setup, retaining genuine
manual/budget pause controls. Document the execution and retry contract.

## Verification

- Red: eight original behavior assertions failed on the base, including
the real selector's retry decision and the real batched queue
projection. Six owned selection cases failed classification.
Temporary-error presentation, different task/verifier users, retained
retry/continuation recovery and the setup Resume banner also have
failing-before/passing-after regressions.
- Green: 430 affected backend, lifecycle, shared-contract and UI tests
passed before the final review corrections. Subsequent focused runs
cover one inline card, real account selection/completion, duplicate
delivery/publication, verification before readiness, unchanged run
authority, private tasks, no extra provider wake,
decline/Stop/reassignment, company isolation, invalid runtime tokens,
transient retries and redacted diagnostics.
- Final setup/card and generic connection-service suites: 49 tests
passed. The stopped-turn case failed before the correction, then passed
with real account completion, the stopped source remaining cancelled,
and the replacement source remaining queued.
- After rebase, all 129 focused assertions passed. The local queue
suite’s 88 execution assertions passed repeatedly, but its
database-fixture teardown exceeded both 30-second and 120-second hooks.
An isolated queue case completed, and the setup/connection suites fully
passed. The original queue test and cleanup remain unchanged; broad CI
supplies the full-suite result.
- Server/UI typechecks, module boundaries, token gates and diff checks
passed. `pnpm verify --explain` requested broad CI because the
execution-contract document changed; no redundant full local suite was
substituted.
- Real source acceptance: macOS arm64, Node 26.4.0, isolated embedded
PostgreSQL and local board identity. Created an OpenCode/OpenRouter
agent and task through the API with no default. Admission retained one
unstarted turn and produced the existing inline Connect OpenRouter card.
The browser opened its credential form and closed it without entering
credentials. The same card/run persisted after server restart and
reload, with the setup label and no incorrect Resume. The browser also
reproduced Stop followed by a new queued turn retaining the stale card
on the prior head. On `12f609c98372fd1e50644028db75cfcc8deb210d`,
startup superseded the stale card and retained the same replacement
turn, with the original turn still cancelled and no provider execution.
- The earlier CI case-search failure also reproduces on exact base
`0e3fdebea8257bdff11573081c76b306f12db230` without this PR. Its repair
is now in master via #20371; this branch is rebased onto it and contains
no API-search changes.
- Staging's actual Runtime test returned “Connect an account and choose
your personal default” before provider startup. The original turn later
started independently on deployed code, then hit a separate
workspace-export failure. Automatic file recovery subsequently marked
that run successful; its task remains Blocked and the trial’s useful
output is unverified. This PR is not deployed; provider authentication
through its card and downstream publication remain unverified. No
account, credential, default, permission or binding was changed during
diagnosis.
- Previous revision review: Greptile 5/5 on
`12f609c98372fd1e50644028db75cfcc8deb210d`, with all four inline
findings addressed and resolved. [Full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42713494508)
on that revision: 59 successful checks, one neutral check and three
intentional skips, with no pending or failed checks.

- Latest revision `976bcae993805a8a2222395bbff9394f6791b424`: resume,
router and Retry-copy regressions failed before repair. Green: 92
lifecycle/setup/shared tests, 83 setup/generic-connection/router tests,
and 137 UI/shared tests. Server/UI typechecks, module boundaries and
token gates passed. [Full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42720731137)
on this exact revision: 59 successful checks and three intentional
skips, with no pending or failed checks. Greptile reviewed this head at
5/5; all six review findings are addressed and resolved. Real Stop/retry
acceptance retained the same replacement turn and current-operation card
through two actual server restarts, with no provider execution.

## Risks

- Known account configuration failures now require repair or explicit
Retry. Temporary failures keep automatic retries; accepted work and
authority remain intact.
- The projection adds one company-scoped batch read only for unstarted
queued turns. Card attachment examines at most 100 active candidates and
adds no timer, worker, schema or migration.
- The optional stored setup-card marker requires an aware reader during
rollback. No run/session/checkpoint identity format changes. Setup
presentation grants no access and cannot bypass verification or other
gates.

## Model Used

- OpenAI GPT-6 (Codex), with reasoning, tool use, code editing and test
execution. The exact serving 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 17:49:34 -06:00
DottaandClaude Opus 5.5 7e93ccb4b3 perf: fetch recent task summaries in one request (#20389)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI sidebar shows the person's recent tasks on every page,
including the Mine inbox
> - The sidebar refreshes those rows through `GET
/companies/:id/issues/summaries`, which accepted at most five IDs
> - `useRecentTasks` sent the chunks one after another, so a 25-task
history cost five sequential requests
> - On staging each request took 3–6 s, so the recent-task rows settled
about 20 s after load and every request competed with the inbox rows
> - This pull request raises the per-request cap to 50 and fetches any
remaining chunks in parallel
> - The benefit is one summaries request for a typical history instead
of a serial chain

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The refresh of the sidebar's recent tasks on page load.

**Subsystem affected**
Board UI (`ui/src/hooks/useRecentTasks.ts`) and the `/issues/summaries`
route bound (`packages/shared`, `server/src/routes/issues.ts`).

**Current behavior**
A history of N recent tasks sends ceil(N/5) summaries requests in
series. Measured on staging on 2026-11-09 for a cold Mine load: five
requests of five IDs, started at 1.0 s, 4.3 s, 8.1 s, 12.3 s and 18.4 s,
each taking 3.3–6.1 s.

**Proposed behavior**
Up to 50 recent tasks are one request. Longer histories send their
chunks at the same time.

**Reason and benefit**
The staging server is saturated, so each extra serial round trip delays
the sidebar and the inbox rows. One request removes four round trips
from a typical load.

## What Changed

- `ISSUE_SUMMARIES_MAX_IDS` is now 50 (was 5). The shared validator, the
route's 400 message, the service guard and the OpenAPI description use
the new bound.
- `useRecentTasks` builds all chunks first and fetches them at most
three at a time (`RECENT_TASK_SUMMARY_CONCURRENCY`). The recent list has
no size cap, so this keeps a long history from becoming a burst. The
cache key, omission handling and pruning are unchanged. A failed chunk
still fails the batch, so nothing is pruned on a partial failure.
- Tests: the route test accepts exactly `MAX` IDs and rejects `MAX + 1`;
a hook test checks that at most three chunks are in flight; the API test
uses the constant; `useRecentTasks` tests cover a 25-task history in one
request and a 103-task history with three chunks in flight together,
with and without a failed chunk.
- New browser check
`tests/perf/collections/recent-task-summaries.spec.ts`: a Mine load with
a 12-task history sends summaries requests that each carry all 12 IDs,
and the server answers 200 with all 12 tasks.

## Verification

- `pnpm verify` (selected Vitest files) passes.
- `server`: `npx vitest run src/__tests__/issue-summaries-routes.test.ts
src/__tests__/issue-display-status.test.ts` passes (embedded
PostgreSQL).
- `ui`: `npx vitest run src/hooks/useRecentTasks.test.tsx
src/api/issue-summaries.test.ts
src/components/task-chat/TaskChatBlockerLinks.test.tsx
src/components/CoordinatorSidebar.test.tsx
src/components/SidebarRecentTasks.test.tsx` passes.
- Browser check against a disposable local instance:
`PAPERCLIP_COLLECTION_PERF_BASE_URL=http://127.0.0.1:<port> pnpm exec
playwright test --config tests/perf/collections/playwright.config.ts
recent-task-summaries.spec.ts`. It passes on this branch. With
`master`'s hook and constant it fails: three requests of 5, 5 and 2 IDs.

## Risks

- Low risk. The route still validates UUIDs, deduplicates, and applies
the same read authorization per row. Blocker attention is computed with
set-based queries, so 50 IDs is the same number of queries as 5.
- During a rolling deploy, a new UI against an old server would get a
400 for a history above five tasks. The server serves the UI bundle, so
both change together on a normal deploy. The sidebar keeps its stored
snapshot when the refresh fails.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, browser). 1M-token context window. Extended
thinking was off.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:42:32 -06:00
DottaandClaude Opus 5.5 1baac27888 feat(server): chat bootstrap reads for instant task opens (#20355)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People open tasks from the task list to see the latest messages and
to reply to an agent
> - Before the task chat shows its first frame, it waits for about ten
separate reads: the issue, recent comments, comment input facts, recent
activity, recent runs, interactions, attachments, live runs and the
active run
> - On a busy instance each read waits for the database, and the slowest
read decides when the chat appears. A cold open takes 1.5–4 s on staging
> - This pull request adds one read that returns all of that data for up
to ten tasks, in the same JSON shapes as the existing endpoints, plus a
single-task form
> - The benefit is that the task list can preload its top tasks, and a
cold open needs one round trip instead of about ten. The UI change is in
the stacked pull request

## Linked Issues or Issue Description

**Problem or motivation**
A task open waits for about ten reads. With the database under load,
these reads queue, and a cold open takes seconds. The list cannot
preload a task cheaply, because each task costs about ten requests.

**Proposed solution**
`GET /api/companies/:companyId/issues/chat-bootstrap?ids=` returns the
first-frame data for up to 10 tasks. `GET
/api/issues/:ref/chat-bootstrap` returns it for one task. Each field
equals the matching single endpoint's JSON exactly.

**Alternatives considered**
- Prefetch the existing endpoints for each list row. For 30 rows this
sends about 210 requests to a database that is already the bottleneck.
- A new projection with different shapes. This would duplicate client
merge logic, and freshness rules could drift.

**Roadmap alignment**
This is part of the task-loading performance plan in #20276. It follows
#20277, #20284 and #20286.

## What Changed

- `packages/shared`:
  - `ISSUE_CHAT_BOOTSTRAP_MAX_IDS` (10).
- `issueChatBootstrapQuerySchema`: UUIDs or identifiers, normalized,
deduplicated and strict.
  - The `IssueChatBootstrap` and `IssueChatBootstrapItem` types.
- New `server/src/services/issue-chat-bootstrap.ts`:
- Resolves the refs inside the company and applies the `issue:read`
decision to each task.
- Reads the tasks with a concurrency of 2, and returns them in request
order.
- `server/src/routes/issues.ts`:
- The core issue read and the recent-comments read are now shared
helpers, so the bootstrap and the single endpoints use the same code.
The core view keeps its Server-Timing header.
  - Adds the batch route and the single-task route.
- Excludes the single-task route from the issue ETag middleware, so a
fetch without validators always gets a 200 with `Cache-Control: private,
no-store`.
- New `server/src/services/issue-run-presence.ts`:
- The live-runs and active-run payload builders, moved from `agents.ts`
without change.
  - The existing routes call them, and their behavior is unchanged.
- `server/src/routes/openapi.ts`: entries for both routes.

## Verification

- `cd server && npx vitest run
src/__tests__/issue-chat-bootstrap-routes.test.ts` passes 17 tests. They
run on embedded Postgres with privacy enforcement on. They cover:
- Each field deep-equals its single endpoint's JSON, for an ordinary
task and for a conversation task.
- The single-task route equals the batch item, by UUID and by
identifier. It is never answered with a 304.
  - Items keep the request order, with UUIDs and identifiers mixed.
- Private, other-company, missing and unknown tasks are omitted, and
none of their data appears. The single-task route returns 404 for them.
- Malformed, extra or repeated parameters return 400. More than 10 ids
also return 400.
  - A task-bridge key gets 403.
- A 10-task request writes nothing: no inserts, updates or deletes, and
no activity-log or comment changes.
- The issue, agent, activity, live-run, cold-open, summaries, ETag and
OpenAPI route suites pass: 56 files, 1,771 tests.
- `cd server && pnpm typecheck` passes.
- Query cost, local embedded Postgres, one 10-task request: about 49 SQL
statements per task, 55–130 ms in total. A test fails if it goes above
60 per task.

## Risks

- **Database load:** the stacked UI preloads up to 30 tasks, about 1,500
statements at idle time. This is the same work as opening those tasks,
but it is done before the person clicks. The work runs in sequential
requests of 10, with 2 tasks at a time. Most of the cost is existing run
decoration. Live runs and the active run decorate the same running run,
so that work runs twice. Sharing it is a follow-up.
- **Stricter access:** live runs and the active run now apply the
`issue:read` policy inside this endpoint. The existing routes keep their
company-only check.
- Hidden tasks are returned, as `GET /issues/:id` returns them.
- No migration and no persisted-state change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 15:05:41 -06:00
DottaandPaperclip c67909cb0f fix: keep tool approvals valid through OAuth refresh and delayed review (#20340)
## Thinking Path

> - Paperclip lets people manage agent work and approve app actions.
> - An approval must bind the action that the person reviewed.
> - OAuth access tokens can expire while that person is away.
> - The old target snapshot treated each token refresh as a new
authorization. It also imposed a one-hour review deadline.
> - This pull request separates token renewal from authorization
identity and keeps the human decision durable.
> - Current access, the reviewed arguments, meaningful target changes,
task closure, and execution receipts still control dispatch.
> - People can approve later without repeating a decision after routine
connection maintenance.

## Linked Issues or Issue Description

**What happened?**

A pending app action returned `approved_tool_target_changed` after its
OAuth tokens refreshed. The tool and connection settings were unchanged.
The same card also expired after one hour. A sign-in problem could
discard an accepted decision before provider dispatch.

**Expected behavior**

The original card remains reviewable after routine OAuth refresh and a
server restart. A later approval runs the exact reviewed action once. A
connection repair preserves the decision while Paperclip verifies the
same authorization. Meaningful changes require a new review.

**Steps to reproduce**

1. Connect an OAuth MCP app and configure an action to require approval.
2. Request the action, then refresh its access and refresh tokens before
approving.
3. Approve the original card. Before this change, it returns HTTP 409
even when the authorization is unchanged.
4. Wait more than one hour. Before this change, the card expires without
a task-specific deadline.

**Paperclip version or commit**

Reproduced from master at `76254ead2229`. The final branch is rebased
onto current master.

## What Changed

- Add versioned approval target comparison. New snapshots bind
credential identity epochs, consent, permissions, ownership, connection
configuration, tool contracts, and credential references. Authenticated
OAuth refresh preserves identity. Manual credential replacement does
not.
- Remove the implicit one-hour deadline from ordinary app action
reviews. Keep explicit deadlines and terminal-task expiry. Synchronize
the nullable interaction deadline in shared contracts and UI.
- Keep accepted, undispatched actions when sign-in is required. Show a
saved-approval repair state. Resume on committed connection changes
after target and access revalidation, without an idle retry loop.
- Preserve the existing execution claim, result receipt, and
uncertain-outcome no-replay rules.
- Explain meaningful target changes without inviting the person to retry
the stale card.
- Add a production task-thread Storybook example and document
compatibility and recovery behavior.

## Verification

- Red: production-refresher invalid-grant handling and formal-approval
withdrawal during a sign-in wait also reproduced as failing regressions
before their fixes.
- Red: before implementation, the local OAuth HTTP fixture failed for
both public and confidential clients with `approved_tool_target_changed`
after token refresh.
- Green: the extended fixture passes for public and confidential clients
with personal and shared grants. It covers actual local HTTP token
exchanges, multiple refreshes, a rebuilt gateway, an ended originating
run, approval after 25 hours, duplicate approval, preserved sharing
arguments, sign-in waiting, and event-driven repair. The gateways use
the production OAuth refresher; an invalid refresh preserves the
accepted decision before provider dispatch. Omitted-scope responses
cover equivalent scope-reporting changes. The provider is an isolated
local fixture, not a deployed Notebook service.
- Negative controls refuse changed consent, scopes, tool definition,
destination, and manual credential replacement before provider
execution.
- Existing gateway service, connected-tool acceptance, secret owner,
secret service, unsigned-review queue, and connection-health suites
passed. Explicit-deadline fixtures still prove expiry behavior,
including deadlines on accepted sign-in waits. A withdrawn formal
approval cancels a waiting action before connection recovery.
- Approval card, task-chat, error-copy and target-comparison tests
passed. Server and UI typechecks passed. Token gates and Storybook
catalog checks passed.
- Inspected the new saved-approval repair card in local Storybook using
the production task thread. It shows a reconnect link and no second
approval button or false running state.
- `pnpm verify --explain` returned exit 2 and requested broad CI
coverage. [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/42677855507)
passed on `eb4f1c7caa9ee6e802c314ffc5eadec475a5de0c`, including build,
typecheck/release registry, general and serialized tests, and all eight
browser shards.
- Greptile reviewed the same final head at 5/5. Both findings from the
first review are fixed and their threads resolved; no open follow-ups
remain.

## Risks

- No database migration is needed. The new comparison reuses the vault
identity epoch. Only authenticated OAuth refresh code can preserve that
epoch; HTTP credential-write schemas cannot select that behavior.
- Earlier signed requests keep their original exact-version checks and
saved deadlines. Already-expired cards are not revived. A historical
card whose credentials already changed needs a fresh review.
- A new consent, account, permission set, destination, or manually
replaced credential must not inherit the old authorization. Reconnection
continues automatically only when revalidation proves the same saved
authorization.
- The interaction enrichment now permits a null deadline. Existing
string deadlines remain valid. The web client and shared validator
change together.
- This PR does not deploy to staging or perform a live Notebook
publication.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
browser inspection. The runtime does not expose the exact model ID,
context-window limit, or reasoning-mode label; those values are not
asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 13:46:28 -06:00
DottaandPaperclip 0e325e8d52 fix(runner): settle saved handoffs after verified shutdown (#20336)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent can save a question or approval handoff before its provider
stops.
> - A missing provider terminal notification does not prove that the
saved work failed.
> - Runner already verifies provider exit, event drain, tool settlement
and suspension.
> - This change uses that proof to settle the same saved handoff.
> - Unproven shutdown holds continuation and explains that the work is
saved.
> - Recovery must never repeat the completed work or allow overlapping
execution.

## Linked Issues or Issue Description

Refs #20330. That PR extends the Codex terminal drain window. This
change handles the separate case where no terminal arrives but the owned
shutdown can prove stopped execution.

**What happened?**

A native run saved a human handoff, accepted cancellation, and later
stopped its provider. The missing terminal notification still made the
attempt fail and show “Couldn’t finish this attempt.”

**Expected behavior**

Keep the saved handoff. Accept its yielded result after either an
authoritative provider terminal or verified shutdown of the exact
execution. If shutdown remains uncertain, retain the handoff and explain
the hold without offering a duplicate Retry.

**Steps to reproduce**

Save a governed wait, acknowledge interruption, and omit the provider
terminal. The new regression uses the real Runner binary and a
controlled Codex process. The old runtime rejects the handoff instead of
asking the existing shutdown owner to settle it.

**Deployment mode**

Native Runner with Codex. Local verification used macOS arm64 and Node
26.4.0. Hosted sandbox recovery has not been qualified.

## What Changed

- Add an optional driver shutdown-settlement operation. Runner returns
proof only after its existing stop, drain, tool settlement and
suspension barrier passes.
- Bind the receipt to the run, normalized session and turn. Persist it
with the saved wait and validate it during recovery.
- Complete the same yielded handoff after verified shutdown. Retire the
stopped session from warm reuse. Do not invent a provider terminal or
complete usage.
- Retain a named shutdown-pending condition under the existing bounded
same-run recovery policy. Preserve actual provider failures and
integrity failures.
- Show saved-work shutdown guidance in task and inbox presentation. Keep
genuine approvals authoritative and disable duplicate Retry.
- Document the completion and restart contract. The checkpoint field is
additive; older checkpoints retain the terminal-or-shutdown path.

## Verification

- Red: the new runtime regression failed against the original
implementation because verified shutdown was never requested. Server
presentation and error-classification regressions also failed before the
fix.
- Red: both inbox shutdown states showed generic text before the inbox
change.
- Green: Runner runtime, shutdown and harness-backend suites pass 301
tests. Tests cover missing terminals, failed stop proof, wrong identity,
cancellation, late proof, genuine provider failure, and restart after
receipt persistence. Recovery completes once without another model turn.
- Green: the native executor and task-presentation suites pass 1,371
tests. Execution projection, inbox and blocker presentation pass 125
tests. Two test-authoring mistakes were corrected: an integrity-error
text expectation and an assertion for a nonexistent projection field.
Their initial failures remain in local logs.
- Runner TypeScript and full server layered type checks pass. Token
gates and diff whitespace checks pass.
- Live provider acceptance: real Runner and Codex with gpt-6.1-sol, one
disposable local workspace, one tool call, and one deliberately dropped
terminal notification. The saved file, bound settlement receipt, one
accepted yielded result, one provider turn, confirmed provider exit and
suspended Runner all passed. The tool handler and persistence port were
controlled. This does not claim a full server or hosted journey.
- The full browser question-and-answer cell stopped before execution
because OPENAI_API_KEY was absent. No model work ran in that attempt.
Hosted sandbox recovery and the full browser continuation journey remain
unverified.
- `pnpm verify` returned exit 2 because the execution-spec change
requires broad CI. Required CI will supply that coverage; a full local
repository suite was not repeated.

- Review correction in `8553da244e`: a failed trailing-event write could
hide a provider failure. A new regression reproduced red, then passed
after all ordinary drain errors retained the named pending condition. No
settlement receipt or result can be accepted after that error. The live
missing-terminal check passed again on the corrected runtime.
- The real PostgreSQL control-plane regression and three existing
governed-wait controls pass. The new case persists one accepted yielded
result, a bound shutdown receipt, and the original pending human
question without a provider terminal.
- First CI revision `7c2cb9b1`: test-program typecheck found a missing
`PrpEvent` annotation in the new fixture. The annotation is fixed and
the Runner test-program typecheck passes. Runner support also timed out
in the unchanged `registered roots remain protected even when equal to
genuine public static bytes` case after 30 seconds. One unchanged local
diagnostic passed in 3.69 seconds overall. The hosted timeout cause
remains unknown; no timeout, fixture, or assertion was weakened.
[Original failed support
job](https://github.com/paperclipai/paperclip/actions/runs/42670851821/job/129346900133).

- Rebased onto the merged #20330 and current recovery changes. The
combined branch passes 1,402 executor/presentation tests. Both prompt
and 18-second provider terminals still pass. A warm session with no
terminal passes after the full 30-second drain and verified
stop/suspension. Its initial overly broad assertion rejected a
nonterminal turn event; the corrected assertion rejects every terminal
type. The rebased CI gate was cancelled before any runner or step
started; its cause is unconfirmed and it supplies no validation credit.
Final revision `b49ec5a144` starts fresh CI and review.

- Final-head CI attempt 1 failed before creating jobs. GitHub reports an
internal server error (correlation
`2c576b07-b67f-4179-a69f-74f7d99cd926`), followed by empty
runner-selection outputs for the aggregate jobs. One unchanged-commit
retry was requested; the initial admission failure remains recorded. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/42673159868).

- **Current blocker:** final head
`b49ec5a144e94e41e96e2508a79bd9aec91fe45a` has a fresh 5/5 Greptile
review and zero unresolved threads, but required CI is not complete.
GitHub reports an active [Actions and Checks API
incident](https://www.githubstatus.com/incidents/tp8cghg7tlc4). Attempt
2 ran only part of the full selected graph. Build, canary, Rust, sandbox
providers, admitted browser shards and other completed test jobs passed.
The E2E aggregate correctly failed because `policy` and `e2e_shards` had
`abandoned` results. Server shard 5/12 received a runner shutdown signal
at 18:36:55 UTC and its test step was cancelled; its job still reports
in progress. The shutdown cause is not established. The separate review
workflow had the same pre-execution internal-error class and passed one
bounded retry. No further retry was submitted during the incident.
Resume with the missing/cancelled coverage after GitHub recovers; do not
count the absent typecheck, Runner or support jobs as passes. [Failed
coverage
gate](https://github.com/paperclipai/paperclip/actions/runs/42673159868/job/129354318236),
[interrupted server
shard](https://github.com/paperclipai/paperclip/actions/runs/42673159868/job/129350854174).

## Risks

- A missing terminal can use one additional bounded shutdown interval.
Unknown shutdown still blocks continuation.
- Provider terminal and usage accounting keep their separate meaning.
The receipt proves stopped execution and settled tool outcomes, not
model success.
- Recovery rejects a foreign receipt, a later turn, an active turn with
a settled receipt, and an actual failed provider terminal.
- There is no database migration. Older checkpoint shapes remain
readable. Drivers without this optional proof retain a named pending
state.
- This PR does not deploy the fix or repair an existing hosted task.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools and local
code execution. The exact serving model ID and context window are not
exposed in this session. Live test inference used gpt-6.1-sol.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 13:46:16 -06:00
Dotta a3e7e63330 Guard Native recovery with process-space proof and explicit containment (#19813)
## Thinking Path

> - Paperclip manages agents and their work.
> - Recovery must preserve execution ownership and accepted results.
> - A saved PID proves nothing outside its recorded process namespace.
> - Uncertain unfinished work must stay held until its original owners
stop.
> - Operators need a source-bound containment action and a separate
ordinary Retry.
> - Accepted results must use the existing finalizer without another
provider turn.
> - This PR keeps those paths safe, recoverable, and quiet between real
obligations.

## Linked Issues or Issue Description

Refs: #19713

Refs: #19591

Recovery could use a local PID to release or replace a controller from
another process namespace. Connected-chat Retry also rejected successful
containment on a task in `todo`. The new containment action used a
broader permission than the existing owner-stop action. A later review
found that result-less guards also rejected the existing accepted-result
confirmation action.

## What Changed

- Record and verify the controller's kernel/PID namespace. Keep unknown
and foreign unfinished ownership held. Preserve independent durable stop
evidence and the existing remote lease fences.
- Use the shared accepted-result ownership reconciler. Bind settlement
to the observed lease token, generation, boot, PID, namespace and
process birth. Retain finalizer, cleanup, current-controller, live-owner
and remote exclusions.
- Share the remote-owner reader across recovery consumers. Scope runner
leases to the same company, task and run. Do not make local PID probes
for remote accepted-result ownership.
- Gate original-host containment on `runtime:confirm_owner_stop`. Bind
it to the current task, source, assignee, original expiry, lease and
Stop state. Audit separate controller/provider containment and reviewed
action outcomes.
- Keep containment separate from ordinary Retry. Use one canonical
committed receipt and the normal admission, budget, workspace and
lineage checks. Preserve the recorded external-action outcomes.
- Keep the controller-only confirmation actionable for both result-less
work and accepted results. Result-less work gets its next source-bound
attention in the same transaction. Accepted results keep their original
result and use normal shared settlement/finalization.
- Keep identity inspection quiet. Preserve the original foreign-owner
expiry and use the existing scoped finalizer in accepted-result recovery
controls.
- Update the recovery card, validators, execution projection, docs and
access maps. Reuse existing canonical columns; add no migration or
ownership backfill.

## Verification

Current publication head: `71ea76b568de09d6313d8992e803131d9d5c54f3`.

**The current fix has a causal red/green check.** On the test-only
revision, both foreign-local stopped/fenced controller cases failed
because recovery probed saved runner, process-group and provider PIDs in
this host's namespace. This measured the wrong probes; it did not run
duplicate providers. After the fix, the same two cases passed every
no-probe, no-claim, no-controller-stamp, no-stop-receipt and
unchanged-authority assertion. Three existing remote preparation, grace
and fenced-controller progress cases also passed. Total: **5 passed, 0
failed;170 filtered rows excluded**. All three normal affected App
TypeScript programs passed on this head (660,681 and428 roots).

The fix separates a controller wait from execution stop proof.
Independent live/grace evidence still schedules recovery. A
stopped/fenced foreign controller can pass this namespace guard only for
remote execution, which keeps its later checkpoint and never-launched
checks. Foreign local execution stays held before runner or provider PID
inspection.

Earlier source-scoped results remain evidence, not fresh executions on
the current head:

- On `c86dd741`, the complete failed-owner file passed **25/25**, with
no skips or filters. Empty scans wrote no controller stamps. Foreign
ownership kept its original expiry. Normal returned-claim settlement and
attention at the exact deadline passed.
- On `c86dd741`, **15 selected accepted-result/restart controls
passed**. The81 filtered rows are excluded. Both completion cases used
the existing scoped finalizer and kept their accepted result without
another provider turn.
- Trusted CI at synthetic merge `50d072a5` (actual master `1b7fe334`
plus `c86dd741`) passed the complete **17-case maintenance-server
file**. This includes the original90-real-second quiet observation and
two qualified hourly windows. The quiet case took118,918ms. The four
jobs that failed on the earlier publication all passed on that synthetic
merge.
- On `6243b32c`, the complete ownership-report file passed **29/29**.
Native NULL namespace stayed unprovable and generic compatibility
remained. Three selected recovery controls passed;170 filtered rows are
excluded.
- On `f81f2c3c`,356 business cases passed: whole ownership-route221,
recoveryUI70, owner-proof38 and controller-confirmation8; selected
accepted-result authority18; and one real connected-chat containment,
separate authorized Retry, useful Native result and downstream reply
case. The2,024 filtered rows are excluded. A separate earlier
accepted-result causal case kept the original result and completed after
restart without replay.

Normal Shared exports, App programs, UI typecheck, token gates and map
checks passed on their recorded revisions. Unchanged DB, adapter, Eval
and Runner inputs/outputs have explicit carry proofs. The clean normal
merge with fetched master `8fe524f7` preserves all31 exclusive owned
paths and14,827 unrelated master entries. The nine overlapping paths
were reviewed, including the upstream unidentified-run stop action.
Fresh CI must validate that actual merge composition.

PG cases used existing external PG17, fresh owned databases, pools at
most4, one worker and no SQL observer during cases. Registered clients
and recorded process groups closed. Independent final SQL audits found
zero campaign sessions before normal database cleanup. Original failing
fixtures remain retained.

Original failures are preserved. One new test first failed compilation
due to a missing getter import; an import-only correction passed its
full owning programs before the causal red/green check. A local quiet
attempt stopped in the normal prerequisite hook before any business case
and its collector rejected two normal build markers. The later17-case CI
pass establishes quiet recovery; it does not turn that failed local
collector into a pass. An earlier useful case passed before its private
cleanup collector failed on an owned read-only directory; normal cleanup
completed after all owners closed. Earlier runner-shutdown cancellation
and a separate private whole-suite failure remain unexplained.

Current-head checks are complete:57 success,1 neutral and3 skipped,
including the successful aggregate CI gate. The legacy status passed.
Greptile is5/5 and Ponytail gives an explicit5/5 Ship verdict for this
head. All seven review threads are resolved. Full recursive typecheck,
the full test suite and release build were not repeated locally. No
result here proves deployed suspension, a live provider or termination
on another host.

## Risks

- Unknown physical ownership can require an owner/admin action. A false
containment statement can be unsafe.
- New work, reassignment, Stop, renewed authority, accepted results or
pending cleanup can invalidate an action. The operator must refresh.
- Controller confirmation does not prove provider/tool containment.
Completed external actions must not be replayed.
- Generic legacy and child-process compatibility remains separate from
the strict Native controller policy.
- Existing saved state and canonical schema are preserved. Permanent
safety refusals remain held with their normal named recovery path.

## Model Used

OpenAI `gpt-6.1-sol` agents implemented and tested the changes with
reasoning, repository tools and code execution. A GPT-6-based Codex
managing agent reviewed and integrated them. The host does not expose
the manager's exact build or the context-window sizes.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` /
`Closes: #` / `Refs: #` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-09 12:06:11 -06:00
DottaandClaude Opus 5.5 8fe524f796 fix(issues): let the board confirm an unidentified run stopped instead of an endless Retry wait (#20310)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before a new attempt can start on a task, Paperclip must prove the
previous run's agent stopped, so two agents never work the same task at
once
> - A local native run can be interrupted after it asked to start the
runner but before it recorded the runner's process. The runner may have
saved state and started a provider, and provider processes can outlive
it, so the existing check (#19694) rightly refuses to assume the run
stopped
> - Today that case has no way out: every Retry is accepted and then
waits forever as `process_identity_missing` (storage chaos ST1, t02/t03)
> - This pull request makes the wait explicit and actionable. The task
explains why it waits, and a board operator who has checked can confirm
the run stopped; the parked Retry then starts at the click
> - A second shape from the Daytona storage baseline (t06) parked a
Retry with no reason at all: a follow-up was interrupted by a graceful
shutdown while it was still restoring its workspace. No provider ran,
but the restore hold kept the same agent held, so the Retry never
started
> - The benefit is that no Retry stays accepted-and-waiting with nothing
anyone can do

## Linked Issues or Issue Description

Refs #19831. Storage chaos wave `w-20261109T145628-s9902` (ST1), tasks
t02 and t03.

**What happened (CHA-3, run `3c3f6241`):**
- The run requested a runner launch (`native.process_start_requested`),
and a K2 restart hit before its process identity was recorded.
- After the restart, the resumed attempt failed on the storage outage.
The task was blocked.
- The board's Retry (202) was parked as `executionWait.reason =
process_identity_missing`: "The previous run has no verified stop
record."
- `recordUnidentifiedLocalRunnerStop` cannot prove the stop because this
run's runner saved control-plane state. Once that exists, a provider may
have started (#19694), and a provider is not guaranteed to carry
`--run-id` or `PAPERCLIP_RUN_ID` (the Codex provider env omits it on
purpose). The shared owner prover needs a PID, which the run never
recorded.
- Nothing could ever clear the wait.

**Daytona storage baseline `w-20261109T154810-s9911`, task t06:**
- The run succeeded. The follow-up was cancelled
(`continuation_task_ownership_changed`), and the next run was
interrupted by a graceful shutdown (`server_shutdown_interrupted`) 3 s
into `preparing`. It was restoring the saved remote workspace and had
launched no provider.
- Restore recovery saved the files (`workspaceRecovery.status:
recovered`, system recovery `complete`). But the
`legacy_execution_requires_reconciliation` restore hold releases only
for a different owner, or for a native Stop fenced before any provider
turn, so it kept the same agent held.
- The UI Retry returned 202 and parked with `executionWait.reason:
execution_recovery`, the generic wait, so the task showed a Retry that
never started.

Automatic proof needs the runner to record its identity before saving
state and to group provider processes under it. That is follow-up runner
work; this PR removes the endless wait now.

## What Changed

- `server/src/services/native-local-process-stop.ts`: new
`confirmUnidentifiedLocalRunnerStopped`. It accepts only a finished
native run of the task with no recorded process and whose latest launch
evidence is an unconfirmed launch on this host in a local environment.
It still refuses while a runner with `--run-id <run>` is running. It
records `native.local_process_stopped` with `basis: "operator_attested"`
and the attesting user. That is the receipt the existing continuation
gate already accepts.
- `server/src/routes/issues.ts`: `POST
/issues/:id/recovery-actions/confirm-run-stopped` (`runId`,
`stopEvidence` of 20 to 12,000 characters). It is board-only and
requires issue read plus `runtime:confirm_owner_stop`, like the other
stop attestations. It logs `issue.run_stop_confirmed` with the evidence,
promotes deferred intents for the issue, and resumes each parked task
Retry, so work starts at the click. Refusals return 409 with a code.
- `packages/shared`: `confirmRunStoppedSchema`, and the presentation
user action `confirm_run_stopped`.
- `server/src/services/task-interruption-presentation.ts`: a Retry
parked as `process_identity_missing` for a native run that recorded no
process now presents as waiting for the user (`canRetry: false`,
`userAction: "confirm_run_stopped"`), with a message explaining why and
who can act. A run with a recorded process keeps the existing
verification wait.
- UI:
- `ExecutionBlockerNotice` shows the explanation and, for users who can
confirm a stop, "Confirm it stopped" with a short evidence form.
- It reuses `PreviousServerStopConfirmation`, now with optional
`action`, explicit `runId` and `formId`, and a custom button label.
  - The Inbox names the action.

- `server/src/services/execution-blocker.ts`:
`interruptedPreparationBeforeProviderWorkCondition`. The restore hold
also releases for the same agent when the stopped run was a
system-interrupted preparation (legacy runtime never resolved, still
`preparing`) with no process identity, no runner or provider events, no
finalization or result, and every lease released with a confirmed stop.
It mirrors the existing interrupted-preparation proof and still requires
the completed workspace-recovery receipt. Auto-replay is unchanged; this
only lets the user's Retry or message start.
- Review fixes:
- `unidentifiedLocalLaunchRefusal` holds the endpoint's launch, host and
lease checks, and the presentation offers `confirm_run_stopped` only
when it passes.
  - The attested stop wakes cost accounting in the same transaction.
  - The confirmation form is keyed by task and run.
  - The route is registered in OpenAPI.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-confirm-run-stopped-routes.test.ts`:
- The parked Retry presents `confirm_run_stopped` with the explanation.
- Confirming records the operator-attested stop and the activity entry,
satisfies the stop check, and resumes the parked Retry: its receipt is
coalesced into a newly started run.
  - It refuses with 409 while a runner for the run is running.
  - Agents and viewers get 403.
-
`ui/src/components/ExecutionBlockerNotice.confirm-run-stopped.test.tsx`:
the notice offers "Confirm it stopped" (and no dead Retry) and posts the
run and evidence. A viewer sees the explanation without the action.

- `server/src/__tests__/interrupted-preparation-restore-retry.test.ts`
(t06 shape):
  - The restore hold no longer blocks.
- A Retry is accepted and resumed into a started run, and the audit hold
keeps `replay: blocked`.
- The hold stays when a provider turn started, when a runner event was
recorded, when an operator stopped the run, or when the sandbox has no
stop receipt.
- `issue-confirm-run-stopped-routes.test.ts`:
- A case per refusal code checks the presentation keeps the generic wait
and the endpoint returns 409.
  - An `alreadyStopped` case.
  - An accounting-wake assertion.
- The UI test switches targets with stale evidence.

Regression and static checks:
- `ExecutionBlockerNotice`, `WorkspaceExportRecovery` and its control
tests: 74 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
`pnpm check:token-gates` is clean.

## Risks

- A board operator can now attest that an unidentified run stopped. The
attestation is permission-gated, requires written evidence, is
activity-logged, and is refused while a runner for the run is visibly
running. A wrong attestation could start a second agent beside an
orphaned provider, the same trust model as the existing previous-server
attestations.
- The confirmation component now accepts a run without a recovery
action. Existing callers pass the action as before.
- No schema migration.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 11:36:41 -06:00
DottaandPaperclip ff2d463eed feat(cli): manage agent grants and keep remote login on the public origin (#20323)
## Thinking Path

> - Paperclip lets people control their AI agents and permissions.
> - Remote operators need a browser-approved CLI login.
> - Proxies can send that login's approval link to an internal host.
> - Human member commands cannot grant an agent an explicit permission
such as commentary:view.
> - This change keeps approval on the canonical public origin and adds
Board-only single-grant commands.
> - The API checks company access and permission-management authority
and records each change.
> - An operator can sign in, grant one agent permission, and preserve
the agent's other grants.

## Linked Issues or Issue Description

**What happened?**

A proxied CLI login returned an approval URL on the upstream host. The
signed-in browser was on the public host. The CLI also had no command to
add an arbitrary explicit agent grant: member commands manage human
members, while agent permissions:update exposes fixed configuration
fields.

**Expected behavior**

Approval uses the configured canonical public origin. A Board operator
with users:manage_permissions can grant or revoke one explicit agent
permission without replacing other grants or activating an inactive
membership.

**Steps to reproduce**

Configure a public auth origin. Create a CLI challenge through a proxy
that replaces forwarded-host headers. Inspect the approval URL. Then try
to grant commentary:view to an agent through the CLI.

## What Changed

- Use the existing public-origin resolver for CLI approval URLs.
- Add agent permission:grant and permission:revoke commands.
- Add PATCH /api/agents/{id}/permission-grants with strict shared
validation and Board-only OpenAPI metadata.
- Serialize each mutation on the agent row. Preserve unrelated grants
and membership state. Commit the grant and its activity record together
and publish activity after commit.
- Document remote login and single-grant management.

## Verification

- The new approval-link regression failed before the fix and passes
after it.
- All 25 CLI auth route tests pass.
- All 72 affected CLI, login and OpenAPI tests pass.
- All 5 PostgreSQL grant tests pass, including actual commentary reads
(403 before grant, 200 after grant, 403 after revoke), preservation,
audit attribution, concurrent additions, invalid inputs, inactive or
missing membership, agent self-grants, cross-company denial, and
rollback on audit failure.
- Shared and CLI typechecks and server declaration-layer checks pass.
- pnpm verify requests broad CI coverage because doc/CLI.md is a global
verification input. Greptile reviewed final head
338c58fb24 at 5/5 with no findings. All 58
non-skipped checks pass on that head. CI run:
https://github.com/paperclipai/paperclip/actions/runs/42663640985. Live
target acceptance is in progress.

## Risks

This adds an explicit permission-management API. It requires Board
authentication, company access, and users:manage_permissions.
Foreign-company agents return 404. Granting a key intentionally makes
that key unscoped in its company; revocation removes that key. Other
keys and agent configuration remain unchanged. Inactive memberships and
unapproved or terminated agents cannot gain grants. No schema change is
needed. Revert this change to remove the new management surface;
existing grants retain their normal authorization rules.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code editing, shell tools,
and browser testing. The runtime does not expose a more specific model
ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 11:35:52 -06:00
DottaandClaude Opus 5.5 1b09920a64 fix(issues): refuse agent status changes that detach another run's live execution (#20271)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 08:21:40 -06:00
DottaandClaude Opus 5.5 5a51a7685d fix(budgets): raise_budget_and_resume continues the work its budget stopped, once (#20144)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:56:28 -06:00
DottaandClaude Opus 5.5 28e070f8dc feat(skills): show a line diff for a pending tracked-source update (#20155)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Skills can come from a tracked GitHub source, and an update moves
the installed copy to a newer upstream revision
> - Before an update, a person asks the agent "what changed in the new
version?"
> - The product has no diff for a pending update. The agent previews two
full SKILL.md snapshots and compares them by eye
> - In two eval runs the agent reversed the same changed line. In a
third run it fetched the files with curl and ran `diff` itself, and the
turn took too long
> - This pull request adds a read-only endpoint that returns the line
diff between the installed and the latest tracked revision
> - The benefit is that review answers come from an exact diff, and they
come faster

## Linked Issues or Issue Description

No public issue exists. Feature description:

**What happened**
An agent asked to show what changed in a pending skill update had only
`POST /skill-sources/preview`, which returns one file at one commit. It
previewed both commits and compared about 9 KB of text by eye. It
reported one changed line in the wrong direction ("every new build" ->
"every build or release" instead of the reverse), and later retracted a
real change.

**Expected behavior**
The agent can request the exact changes of a pending tracked-source
update and report them with the correct direction.

**Steps to reproduce**
1. Install a skill from a GitHub source at an old commit and set the
tracking reference to a newer commit (automatic updates off).
2. Ask the chat agent: "Show me what changed in the new accessibility
skill version before we update it."
3. See that the agent can only preview full files at each commit and
must compare them itself.

## What Changed

- Add `GET /api/companies/{companyId}/skills/{skillId}/update-diff`. For
a skill from a tracked GitHub source, it compares the installed source
revision (`currentRef`) with the latest tracked revision (`latestRef`).
For each changed package file it returns `change` (added, removed,
modified, or `not_compared`), `binary`, `executableChanged`, and a
unified line diff (`-` installed, `+` latest), or `diffUnavailable`
(`binary`, `too_large`, `omitted`, `budget`) that says why there is no
diff. The endpoint is read-only. The `skillId` parameter handler checks
company access and skill visibility, the same checks other skill reads
use.
- `hasUpdate` is false and `files` is empty when the installed revision
is already the latest one. That case reads only the latest commit and
scans nothing.
- Return `supported: false` with a reason for: a skill without a tracked
source, a disconnected source, an unknown installed revision, and a
repository package that a scan could include only in part (a subset, or
skill folders only). In the last case, files that a scan limit left out
would otherwise look removed.
- A path the scan left out of a revision (too large, a symlink, or
rejected by the audit) is listed as `not_compared` instead of added or
removed.
- One response shares a work budget (24M LCS cells), a diff-text budget
(1M characters) and a file-count budget (1,000 files), and sets
`truncated` when it reaches one. The GitHub read and both scans stop
when the caller disconnects.
- Add `server/src/services/skill-update-diff.ts` with a bounded line
diff (shared head and tail trimmed, LCS size capped). An absent side has
no lines, a final newline is not a line, and a missing final newline
shows the unified-diff marker. A replaced line reads `-old` then `+new`.
- Add the shared types `SkillSourceUpdateDiff` and
`SkillSourceUpdateDiffFile`.
- Document the endpoint in the API catalog (`openapi.ts`) so agents find
it with `search_api`.

## Verification

- `cd server && npx vitest run src/__tests__/skill-update-diff.test.ts`
(10 tests):
  - direction of `-`/`+` lines, and separate hunks with bounded context
  - exact diffs for added and removed files, and final-newline handling
  - a change to only the executable bit, and paths left out of a scan
  - the response budgets
- the snapshot comparison for the selected skill path, with the abort
signal passed to both scans
  - a commit mismatch
  - refusal of partial repository scans
- `cd server && npx vitest run
src/__tests__/skill-update-diff-routes.test.ts` (6 tests):
  - the diff response
  - no pending update (no scan)
- a caller from another company (board user and agent) gets 403 before
any lookup
  - a skill the caller cannot read gets 404 before any source read
  - every unsupported case
  - a client disconnect aborts the scans
- `company-skills-routes.test.ts` and `openapi-routes.test.ts` pass (119
tests across the four files).
- `npx tsc --noEmit -p server`: no errors from this change.
- End to end: the `skills.review-update` chat eval exercises this path.
Its grader checks the quoted hunks against the real pinned diff.

## Risks

- Low risk. The endpoint is new and read-only. Existing routes do not
change.
- When an update is pending, each call scans the source twice (installed
and latest commit). It uses the same GitHub reader, scan limits and scan
slots as preview and refresh. The diff work and response size are capped
per response.
- `/update-status` and this route both read the latest commit of the
tracking ref. They are kept separate because `/update-status` compares
with the source's last scan, while this route compares with the
installed revision.
- No UI uses the endpoint yet.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 21:55:52 -06:00
DottaandClaude Opus 5.5 c49ab6b9ee feat(issues): wake the parent once when a child or blocker stalls on the board (#20098)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A parent task delegates to children and waits on blockers. Its agent
learns of progress only through wakes
> - Today only completion (`issue_children_completed`) and resolution
(`issue_blockers_resolved`) wake a waiting issue
> - In restart chaos `w-20261108T181313-s9701` t05, a blocker stopped on
a recovery action that needs the board, and its parent sat silently
blocked for 50+ minutes
> - This pull request wakes the waiting agent once per such stall, tells
it what it can do, and shows the stall on the parent's page with the
child's Retry
> - The benefit is that a stuck child or blocker no longer silently
strands its parent

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan; restart chaos campaign). Restart
chaos wave `w-20261108T181313-s9701`, task t05 (M1, claude).

**Problem**

From the kept database:
- CHA-8 `blocks` CHA-5.
- CHA-8's board-owned recovery action (`native_session_retry_exhausted`)
was created at 18:44:02.909 and resolved with outcome `blocked` at
18:44:08, when CHA-8 moved to `blocked` for the board.
- CHA-5's only wake in the whole wave was its `issue_assigned` at
18:20:48. Its agent never heard about CHA-8.

**Expected behavior**
- When a child or blocker stalls on the board, the waiting agent is
woken once. It can then re-delegate, escalate, or block with a reason.
- The board sees the stall on the waiting task, with the child's Retry.

## What Changed

- **Shared:**
- `ISSUE_BLOCKER_STALLED_WAKE_REASON` (`issue_blocker_stalled`),
`ISSUE_BLOCKER_STALL_RELATIONS`, and the types
`IssueBlockerStallRelation` and `IssueBlockerStalledWakeContext`;
  - `Issue.stalledDependencies`.
- **Server, `services/recovery/blocker-stall-wakeups.ts`:**
- A stall is an issue that is not done or cancelled, whose latest
recovery action needs the board. That means either open
(`active`/`escalated`) and board-owned or escalated, or board-owned and
resolved as `blocked` while the issue is still `blocked`. The second
case is what t05 needed: recovery resolves its action that way when it
hands the issue to the board.
- Waiters are the parent, and every issue the stalled one `blocks`, when
they are open, visible and agent-assigned.
- Each waiter gets one wake per stall. The idempotency key
`issue_blocker_stalled:{waiter}:{stalled}:{recoveryActionId}` is checked
through the indexed `(company_id, payload->>'issueId')` path. A later
stall has a new action id, so it wakes again.
  - Each wake writes activity `issue.blocker_stalled_wake`.
- The pass runs from the recovery-action sweep
(`reconcileActiveRecoveryActions`) and from the per-issue blocked sweep
(`reconcileResolvedDependencyWakeBackstop`, which visits each blocked
issue). No new worker.
- A waiter's agent that cannot read the stalled issue (`issue:read`,
which honors private visibility) is woken without its title, identifier
or recovery details; the activity entry withholds them too.
- **Database:** migration `0450` adds the partial unique index
`agent_wakeup_requests_issue_blocker_stalled_uq` on `(company_id,
idempotency_key)` for `issue_blocker_stalled:` keys in delivered or
pending statuses, so two concurrent sweeps cannot both deliver a stall.
It is built `CONCURRENTLY IF NOT EXISTS` outside a transaction (listed
in `MIGRATIONS_WITH_TOP_LEVEL_STATEMENTS`).
- **Queue:** `allowsDependencyBlockedWake` (in
`run-dispatch/domain/wake-context.ts`) lets a stall wake run while the
waiter's blockers are unresolved, at both dependency gates. Without it
the wake was parked until the stalled blocker resolved, which is never.
Pause holds are unchanged.
- **Agent guidance:** the wake payload carries `blockerStall`, and
`renderPaperclipWakePrompt` adds a "Stalled dependency" section. It
names the task and its recovery action and the board's next action, then
the three choices: re-delegate, escalate with a comment, or block with a
reason naming the stalled task.
- **Other reason lists:** `issue_blocker_stalled` joins the
responsible-user wake reasons, the conversation execution-wake reasons
(it never drives a chat turn) and the wake diagnostic's known reasons.
- **Board surface:**
- `GET /issues/:id` returns `stalledDependencies`, readable issues only
(`readableIssueEdgeIds`).
- `StalledDependencyNotice` shows on the issue's chat notices, next to
`IssueBlockedNotice`: each stalled child or blocker, its board next
action, a link, and the child's own Retry (`useTaskRetry`), offered only
when the child's interruption allows it.

## Verification

Red/green:
- `server/src/__tests__/issue-blocker-stall-wakeups.test.ts` (14 tests).
  - On master: no `issue_blocker_stalled` wake is raised.
- With this PR: the parent is woken once per stall, and re-woken after a
new stall. A blocker's dependent is woken.
- The t05 shape (an action resolved as `blocked`) wakes once, and
nothing more after a Retry.
- No wake for an agent-owned action, a done, unassigned or hidden
waiter, or an action resolved another way.
  - `listStalledDependencies` lists children and blockers.
- `heartbeat-dependency-scheduling.test.ts` "admits an
issue_blocker_stalled wake while a blocker is unresolved". On master the
wake was parked (`null`); once admitted, the run-start gate cancelled
it. With this PR it runs with `dependencyBlockedInteraction`. The file:
14 passed.
- `packages/adapter-utils` `server-utils.test.ts`: the new prompt test
failed on master (no `blockerStall`). The file: 141 passed.
- `ui/src/components/StalledDependencyNotice.test.tsx`: 3 passed.
`IssueChatThread.test.tsx`: 109 passed.

Regression and static checks:
- Nearby server suites (recovery durable wait, dependency wake routes,
recovery actions, run-preparation): 149 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
- `pnpm check:token-gates` is clean.

Review round 1 (Greptile, Superagent), each with a regression:
- A backlog waiter is never woken. The waiter's status and assignee are
guarded at enqueue.
- One stall per run: no coalescing, so a merged run cannot keep only the
last stall's context.
- Only a delivered or pending wake ends a stall. A refused one
(wake-on-demand off) is retried after 10 minutes, and an agent that
takes no wakes is skipped without writing a row.
- Company-wide passes resume after the last stall a capped pass reached.
The per-issue sweep also checks the issue's own children and blockers,
which covers an unassigned stalled blocker.
- The dependency gates no longer trust the reason string.
`verifyBlockerStallWake` requires a system request, the stalled issue's
current stall action, and a real child or blocker edge. An
agent-requested wake with the same context is parked (tested).
- The notice shows a refused Retry's reason, and a lost response as
"Taking longer than usual…", with Retry still available (tested).

Review round 2 (Greptile), each with a regression:
- Race: two passes claiming one stall leave one delivered row (unique
index; the loser's insert is skipped).
- The company recovery sweep selects companies whose only stall is a
resolved-`blocked` board action, so an unassigned stalled blocker with a
todo waiter is reached.
- Private stalled issue: the waiter's wake and activity carry no title,
identifier or recovery details.
- `GET /issues/:id` always returns `stalledDependencies`, so a cleared
stall replaces the cached list.
- The notice shows a failed child read with a Reload button (tested).
- `pnpm --filter @paperclipai/db check:migrations` passes.

Review round 3 (Greptile), each with a regression:
- A stall wake that fails to enqueue is retried: the recovery-action
pass reports `blockerStallWakeFailures` and the dependency pass counts
it in `enqueueFailed`, so the worker throws and retries at its backoff
(`issue-recovery-work-lifecycle.test.ts`).
- The notice drops a stall once the child's refreshed status has moved
on (`StalledDependencyNotice.test.tsx`, 7 tests).

## Risks

- A deploy wakes the waiters of every issue that is stalled today, once
each. That is intended (they are stranded now), and it's bounded at 200
stalls per pass.
- A stall wake may run while blockers are unresolved, like a comment
wake. It is bounded to one per stall, and pause holds still apply.
- The agent skill (`skills/paperclip`, CODEOWNER-owned) does not yet
list the new reason. The wake prompt carries the guidance.
- One additive index, built concurrently; no persisted run state change.
Existing rows cannot violate it before deploy, since no
`issue_blocker_stalled:` keys exist yet.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:26:07 -06:00
DottaandClaude Opus 5.5 015d3d0a7c fix(environments): tear down retain-on-failure sandboxes when their environment is deleted (#20085)
## Thinking Path

- Remote sandboxes cost money while they exist, so every sandbox
Paperclip keeps must have an owner and an end.
- Two lease policies keep a sandbox after its run.
`reuse_by_environment` keeps a warm sandbox for the next turn.
`retain_on_failure` keeps a failed run's sandbox, stopped, as a
workspace-restore source.
- Environment deletion is the last chance to end both: with the
operator's consent it destroys the environment's kept sandboxes,
otherwise it refuses.
- It only looked at `reuse_by_environment`. A `retain_on_failure`
sandbox neither blocked the delete nor got destroyed, so it was orphaned
the moment its environment was deleted.

## Linked Issues or Issue Description

Refs #20048

**What happened?**
In Daytona warm wave w-20261108T170423-s9501, the harness deleted the
environment after grading. Three stopped sandboxes (4e20c8b3, abf0980b,
5e49c561) remained afterwards and had to be deleted by hand through the
Daytona API. All three belonged to `retain_on_failure` leases: failed
runs' sandboxes kept as workspace-restore sources.

**This leaks on master today, with per-turn sandboxes too.** The four
leases in that wave carried `workspaceRestoreRecovery` from
`legacy-workspace-restore-recovery.ts` (no `nativeSourceRetention`
marker). That writer turns any failed run's lease with a
workspace-restore failure into a `retain_on_failure` restore source,
whether the environment is warm or per-turn. Every such sandbox has been
surviving environment deletion and costing money until deleted by hand.

**Steps to reproduce**
1. A run in a sandbox environment fails, and its lease is released as a
`retain_on_failure` restore source (sandbox stopped, not destroyed).
2. Delete the environment with `destroyReusableSandboxLeases=true`.
3. The delete succeeds; the restore-source sandbox is never destroyed
and has no lease or environment left to find it by.

**Expected behavior**
The delete blast radius counts kept restore-source sandboxes like
reusable ones. Without consent, the delete is refused; with consent,
they are destroyed through the same claimed teardown before the
environment row is removed.

## What Changed

- `server/src/services/environments.ts`: `getDeleteBlastRadius` counts
leases with policy `reuse_by_environment` **or `retain_on_failure`**
(status `active`, `released`, `retained` or `failed`) as kept-sandbox
holders. The blocked reason is still `reusable_sandbox_lease`.
- `server/src/services/environment-runtime.ts`:
`destroyReusableSandboxLeasesForEnvironment` selects both policies. It
claims through `destroyClaimedSandboxLease` with `anyLeasePolicy` plus a
scope condition limited to those two policies, keeping its existing
guards: live-run skip, pending export, legacy shutdown protection, and
the claim compare-and-swap.
- `server/src/__tests__/environment-runtime.test.ts`: a released
`retain_on_failure` lease on a failed run now blocks the delete and is
destroyed by the consented teardown (`expired`, `environment_deleted`).
This fails on master.

## Verification

- `cd server && npx vitest run src/__tests__/environment-runtime.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/environment-routes.test.ts`: 347/347 pass.
- The new test fails on master: the blast radius reports no kept
sandbox.

## Risks

- **A delete now refused that used to succeed.** An environment holding
restore-source sandboxes is refused until the operator consents to
destroying them. That is the intended behaviour; it was silently leaking
them before.
- **Losing restore files.** The consented delete destroys restore
sources, which is what the operator agreed to by deleting the
environment. Leases with a pending export or legacy shutdown protection
are still skipped and keep blocking.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:32:38 -06:00
DottaandClaude Opus 5.5 4f7eee10c2 feat(recovery): let the board confirm an unrecorded owner stopped for every settling process kind (#20084)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #20067, #20054

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:16:07 -06:00
DottaandClaude Opus 5.5 f679cf81dc fix(runner): refuse a finish or block decided before earlier results reached the agent (#20069)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Restarts must be invisible to a task: an agent that was working
keeps working after the control plane comes back
> - Restart chaos t03 (Daytona warm wave, K4 holds) ended a task as
blocked even though its document was saved
> - The cause is in how a terminal decision (paperclip_block or
paperclip_finish) is handled after a long controller outage, not in how
the Runner journals tool calls
> - This pull request refuses a terminal call that the agent made before
it had seen results that already returned, so the agent continues with
those results
> - The benefit is that a controller outage no longer turns into a false
"blocked" task

## Linked Issues or Issue Description

Restart chaos t03, wave `w-20261108T142906-s9501` (Daytona, codex, A1,
three back-to-back K4 holds of 136 s, 252 s and 152 s). Refs #19831
(durable ownership plan).

**What happened**

The kept instance's run log shows the order of events:
1. The turn is accepted at 14:29:57. The runner then delivers nothing to
the controller until 14:39:27. The holds keep the controller down, and
the Runner keeps Codex's `item/tool/call` requests until it is
reattached.
2. During that outage Codex keeps running. Its `write_document` call
stays pending. The model is sampled again about once a minute and says
"The save request is also waiting on Paperclip". It then calls
`paperclip_block`, with the reason `tool_unavailable`.
3. After the reattach the Runner delivers the backlog in order.
`write_document` runs and returns (the document is created: sourceSeq
152). Then the stale block arrives (sourceSeq 247) before Codex has
acknowledged the write result: there is no `tool.execution.completed`
for it before the block. The task ends blocked.

**Codex behavior, checked directly** against the pinned Codex 0.160
app-server. A local probe sent one dynamic tool call and left it
unanswered:
- Codex does not time out. It re-samples the model at about 60 s and 127
s ("The save call is still waiting to return").
- A reply sent 130 s later is accepted (`durationMs` 130003), and the
model finishes ("DONE").

So the reply is not lost. The agent's terminal decision was made without
it.

**Expected behavior**
- A terminal call decided while earlier Paperclip results were still
unseen is refused with a retryable error.
- The agent continues with those results. In t03 it would see that the
document was saved, and finish.

## What Changed

- `packages/paperclip-runner/src/live/terminal-call-freshness.ts`:
`unseenReturnedToolCalls` reads the turn's committed run events up to
the terminal call. It returns each dynamic call that has a returned
`tool_result` but no provider `tool.execution.completed`.
`staleTerminalCallResult` builds the retryable
`terminal_call_before_results` error, which names those calls.
- `runnerd-codex-transport.ts` `#handleSemanticToolInput`: when such
calls exist, `paperclip_finish` and `paperclip_block` get that error
instead of being dispatched. The recovery path after a restart uses the
same handler. A long-running call with no result yet does not count.
- Crash point `runner.semantic_tool.after_input_before_dispatch`, just
before the controller dispatches a dynamic tool call. A crash-point hold
(`--hold-ms`, `--crash-point-hold-ms`; a K4-style receipt) keeps the
controller down after the self-kill. Together they reproduce t03 on
Daytona.

## Verification

- Red/green: `cd packages/paperclip-runner && npx vitest run
src/live/runnerd-codex-transport.test.ts -t "refuses a terminal call
decided"`.
- The case `seen: false` failed on master: the handler was called and
the stale block was dispatched. It passes with the fix.
- The case `seen: true` (the agent saw the result first) dispatches
normally, both before and after.
- `npx vitest run src/live/runnerd-codex-transport.test.ts`: 289 passed.
`src/live/terminal-call-freshness.test.ts`: 5 passed.
- `npx tsc --noEmit -p packages/paperclip-runner` passes, and `node
scripts/typecheck-test-projects.mjs tests/restart-chaos` passes.
- Shared registry: 15 passed. Call-site test: 3 passed. Chaos runner
tests: 12 passed.
- Codex probe (local, about 2.5 min per run): reproduced the "still
waiting" re-sampling and the accepted late reply described above.
- Not yet run: the Daytona crash-point repro with a hold. It needs the
shared harness slot, and I'll add the result here. The fix is controller
TypeScript, which is not an input of the Daytona image, so the current
image still matches.

## Risks

- A refused terminal call costs the agent one more turn step. It applies
only when a result returned that the agent had not seen, which in
practice happens only after a controller outage.
- The check reads committed run events. If the store evicted the earlier
call's events, it finds nothing and keeps today's behavior.
- Upgrade-safe run state: no persisted shape changes. The check reads
events the Runner already commits. A run saved by the previous release
resumes with the same history and the same answer.
- ACPX and other providers emit no dynamic `tool.execution.*` events, so
the check is a no-op for them.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 10:43:21 -06:00
DottaandClaude Opus 5.5 0746d1203d feat(recovery): let the board confirm that an unrecorded owner stopped (#20067)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, recovery releases an in-progress record only once
its owner is proven gone, never by age
> - A run lease saved before owners were stamped has no owner Paperclip
can judge on an ephemeral (multi-host) server, so it stays stuck and
holds its run's sandbox forever
> - Only a person can tell that the previous server stopped (for
example, its container was replaced)
> - This pull request asks the board on the stuck task and lets an owner
confirm the stop, with an activity-log entry; recovery then releases the
record on its normal path
> - The benefit is that legacy stuck records have a way out that never
guesses

## Linked Issues or Issue Description

Follow-up to the Phase 2 durable-ownership work: #20054 (controller
instance lease) and #19883 (process-space recording). It generalizes the
existing "confirm the previous server stopped" action for native
controllers (`native_controller_host_unverified`). No duplicate PR was
found.

**What happened?**

On an ephemeral server, an active run lease of a finished run that was
saved before holders were stamped has no owner stamp. The ownership
reconciler reports it `unprovable (no_owner_stamp)` and never settles
it. No operator action exists, so the lease and its sandbox stay
reserved.

**Expected behavior**

The task shows the stuck resource, and a board owner can confirm that
the previous server stopped. Recovery then releases the lease. Agents
and operators without the owner-stop permission cannot.

**Steps to reproduce**

1. Run with `PAPERCLIP_EPHEMERAL_SERVER=true`.
2. Have an active environment lease with no `leaseController` stamp,
whose run is terminal.
3. Run an ownership reconciliation pass. The lease stays `unprovable`
with no action on the task.

**Paperclip version or commit**

`master` before this PR.

## What Changed

- `packages/shared`: `confirmOwnerGoneSchema` (`actionId`, `recordId`,
`stopEvidence` of 20 to 12000 characters).
- `recovery/owner-gone-attestation.ts`:
- `requestOwnerGoneConfirmation(kind)` is an `onUnprovable` hook. For a
legacy unprovable owner (`no_owner_stamp`, `process_space_unrecorded`,
`missing_identity`) on a record that has a task, it opens one idempotent
board recovery action on that task (cause `ownership_owner_unprovable`).
- `confirmOwnerGone(...)` verifies the exact action and record. It asks
the kind to write the attestation (compare-and-swap), resolves the
action, and writes an `issue.ownership_owner_gone_confirmed`
activity-log entry with the actor and the stated evidence.
- Ownership registry:
  - `OwnableKind.attestOwnerGone` is a new optional hook.
- `environment_run_lease_active` implements it: only an unstamped active
lease of a terminal run, with the notification for the cleanup path.
- The lease's owner then reads `operator_attested`, which proves gone,
so the existing settle releases it. A holder stamped since the board was
asked owns the lease, and its stamp decides.
- Route: `POST /api/issues/<built-in function
id>/recovery-actions/confirm-owner-gone`. It uses `assertBoard` plus
`runtime:confirm_owner_stop`, the same board-only permission as
confirm-controller-stopped. It is registered in OpenAPI.
- UI: `issuesApi.confirmOwnerGone`. The task's recovery card shows the
existing `PreviousServerStopConfirmation` for this cause, with
resource-specific wording; owners confirm and operators see the wait.
`isPreviousServerStopCause` includes the cause, so the generic card does
not offer other resolutions.

## Verification

- `owner-gone-attestation.test.ts`:
  - the stuck lease opens one board action on the task;
- confirmation resolves the action, writes the activity log, and the
next pass settles the lease (`operator_attested`) exactly once;
  - a mismatched record is refused with 409;
- a holder stamped after the ask is refused and the lease stays active;
  - no action for a judgeable owner or for a record with no task.
- Red, with the `onUnprovable` hook removed: 2 of 3 fail.
- UI: `WorkspaceExportRecovery.control.test.tsx` checks that the owner
confirms with the right payload and that an operator sees the wait
without the control (47/47).
- Server suites: openapi-routes, ownership and recovery suites, plus the
existing native-controller-host recovery. Low-memory server typecheck is
clean; `check:token-gates` is clean.

## Risks

- The board can attest a server stopped that is in fact running. The
action and the UI copy ask for the evidence, and the activity log
records who attested what. This is the same trust model as
confirm-controller-stopped.
- Only run leases opt in so far. Records without a task (login/probe
leases) keep the legacy idle sweep.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 09:46:36 -06:00
DottaandClaude Opus 5.5 96badeaa42 fix(lifecycle): never repeat a passed harness verification; settle a dead verifier's lease at once (#20030)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A new or reconfigured agent runs a harness verification (a hello
probe in a test sandbox) before it is ready, and its runs wait until it
passes
> - In the final Daytona restart chaos wave, a Codex agent's runs waited
about 417 s for their first sandbox, while boot took only about 32 s
> - Each control-plane restart killed the verifier. The next process
waited out the 120 s lifecycle lease and then booted a fresh sandbox.
Nothing recorded a configuration that had already passed.
> - This pull request records a passed verification by what makes it
valid and reuses it, and settles a dead verifier's lease on the shared
ownership path at once
> - The benefit is that a restart never repeats a passed verification,
and never leaves runs waiting out a dead process's lease

## Linked Issues or Issue Description

**What happened?**
In the final Daytona chaos wave, the Codex agent was created at 09:55:46
UTC and its three runs were queued. Verification ran four times, in four
sandboxes, because faults K1, K4 and K2 each killed the verifying
server. After K2 the server was ready at 10:00:20, but verification
restarted only at 10:02:13: it waited out the 120 s lifecycle lease. The
first run sandboxes were created at 10:02:43, 417 s after launch.

**Steps to reproduce**
1. Create a Codex agent and assign it a task at once, so the task waits
for harness verification.
2. Kill the control plane (SIGKILL) while the agent is verifying.
3. The restarted server waits out the dead verifier's 120 s lifecycle
lease, then verifies again in a new test target. The task's first token
arrives about 130 s after the fault.

**Expected behavior**
- A passed verification of the same effective configuration in the same
runner image is never repeated.
- A verification is never restarted from scratch while its holder
process is alive. When the holder is proven gone, its lease is settled
at once.
- Runs gate only on a configuration that has never passed.

**Root cause**
`verify()` (`server/src/services/agent-harness-verification.ts`) leased
a fresh sandbox on every attempt and recorded nothing on a pass. The
lifecycle lease (`modules/agent-lifecycle/adapters/postgres.ts`) named
no holder process, so a restart could only wait for it to expire.

## What Changed

- Restart chaos TTFT driver: a `verify` phase, reported in its own rows,
and a `--verify-fault K1|K2|K6` option. The fault fires 1 s after
`verifying` is observed, so it interrupts a held lease. The seed keeps
each agent's creation body, so the driver can hire an identical agent.

- **Persisted pass:** new columns `agents.harness_verified_digest` and
`harness_verified_at` (migration 0448). The digest is an HMAC, keyed
with the instance's decision-signing secret, over:
- the fully resolved effective configuration: every value the test used,
including `cwd`, resolved credentials, and agent-over-environment
precedence;
- the selected AI account and its credential generation (connection and
grant ids and `updatedAt`, never the credential);
  - the environment and the runner image.

The key means the stored value cannot confirm a guessed credential
offline. For a sandbox, the runner image is an immutable image digest or
a qualified Daytona snapshot ID (`sandboxBinding`, now exported). For
local runs it is the server version. A mutable image or snapshot name,
or a local environment redirected to the managed sandbox, never reuses a
pass.
- **Server-only:** `normalizeAgentBaseRow` and
`redactAgentRowForResponse` strip the digest and its timestamp from
agent API responses.
- `verify()` still runs every account, policy and secret check, then
returns complete on a matching digest without booting a test target. It
records the digest on a pass before the lifecycle step completes, so a
restart in between reuses it.
- **Lease holder:** the lifecycle `claim()` stamps the claiming
controller process on the lease (`lifecycleOperation.leaseHolder`,
supplied through the lifecycle effects port) and clears the stamp with
the lease. The compare-and-swap release lives in the lifecycle module
(`releaseAgentLifecycleLeaseOfHolderInTransaction`).
- **Shared ownership path:** a new `agent_lifecycle_lease` kind with
`settleAgentLifecycleLease`.
- When the reconciler proves the holder gone, settle clears exactly that
lease (compare-and-swap on the holder), notifies lifecycle work, and
logs `agent.lifecycle_lease_reconciled`.
- A live holder is never taken over. The lifecycle state, operation and
progress are untouched.

## Verification

- `restart-verification.test.ts` (embedded Postgres, real lifecycle
store and worker, real reconciler pass):
- A verification held by a dead process is claimed and completed at once
after the startup pass, with the agent ready in under 10 s instead of
waiting out the 120 s lease. It fails without the new kind.
  - A live holder is never taken over.
  - The claim stamps the holder, and `defer` clears it.
- `agent-harness-verification-preflight.test.ts`:
- A second `verify()` of the same configuration allocates no target. A
revoked account still fails before reuse. A changed model, `cwd` or
literal credential tests again. It fails without the reuse.
  - A failed verification records nothing.
- Ownership report, all lifecycle module tests, remote, provider-API and
unit harness verification tests, and crash-point call sites: 13 files,
220 tests pass.
- Targeted local run: the TTFT driver's new `verify` phase (`--phases
verify --verify-fault K1`, Codex, 2 samples) hires a new agent, assigns
it a task at once, kills the control plane (K1) while it verifies, and
times fault to first agent token:
- Before (master server code): 129.8 s and 129.8 s. The restarted server
waited out the dead verifier's 120 s lease. Run-log TTFT from run
creation was only 4.1 s.
- After (this branch): 15.8 s and 17.2 s. The startup reconciler pass
settled `agent_lifecycle_lease` and verification re-ran at once.

## Risks

- **A stale pass:** the digest covers every resolved value, the selected
account generation, the environment and an immutable runner image, so
any change tests again. Rotating the instance signing secret invalidates
every digest, so each agent verifies once more.
- **Migration:** two nullable columns, no backfill. Existing agents
verify once more, then reuse.
- **Settle:** it runs only on a `gone` proof, compare-and-swap on the
exact holder. It never changes the lifecycle state.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 08:10:40 -06:00
DottaandClaude Opus 5.5 bfa9002a3c test(restart-chaos): reach the stop-and-retain crash point with --daytona-reuse-lease (#20049)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The restart-chaos crash-point suite kills the server at named
points, then checks that recovery restores every invariant
> - On Daytona, `environment.stop_retain.after_claim_before_stop` was
never reached, because no workload produced a stop-and-retain release
> - A per-turn run on a reusable sandbox lease ends every turn with
`stop_and_reuse`, which releases through exactly that stop-only claim
> - This pull request adds `--daytona-reuse-lease`, so the chaos Daytona
environment keeps reusable sandboxes and the point is reachable
> - The benefit is live coverage of the stop-and-retain crash window

## Linked Issues or Issue Description

This is a follow-up from the Phase 2 durable-ownership data
(`doc/plans/2026-11-07-phase2-reconciler-data.md`, "Not covered").
Related: #19937 (crash-point suite) and #20042 (stop-only claim fence
renewal). No duplicate PR was found.

**What happened?**

The Daytona crash-point run `cp-20261108T104102` reported
`environment.stop_retain.after_claim_before_stop` as `not_reached`. The
point needs a stop-and-retain intent, and the chaos Daytona environment
is created with ephemeral leases.

**Expected behavior**

A flag lets a Daytona wave or crash-point run use reusable leases. A
per-turn run then stops and keeps its sandbox, and the point is reached
and graded.

**Steps to reproduce**

1. Run `node scripts/crash-points.mjs --env daytona --daytona-image
<image> --points environment.stop_retain.after_claim_before_stop
--adapters codex --workloads A1`.
2. Before this PR the point is `not_reached`.
3. With `--daytona-reuse-lease --lifecycle per_turn` it is reached.

**Paperclip version or commit**

`master` at `8475826d2d` (the signed image `c24059f1…` revision).

## What Changed

- `--daytona-reuse-lease` (wave and crash-point suite, Daytona only)
creates the chaos environment with `reuseLease: true`. The crash-point
suite passes the flag through.
- The R6 sandbox sweep counts a **stopped** sandbox behind a **released
`reuse_by_environment`** lease as kept for reuse, not a leak. A later
run on the same workspace resumes it, because reuse accepts released and
retained leases. A running sandbox, or a stopped one behind an ephemeral
lease, is still a leak.
- The crash-point registry prerequisite and the README name the flag.

## Verification

- Live, Daytona, codex A1, from the image revision `8475826d2d`:
- `cp-20261108T132149`: the point was **reached** and settled with no
invariant violations. R6 flagged the stopped reusable sandbox as a leak,
which led to the sweep fix.
- `cp-20261108T133351`, with the sweep fix: **pass**. 0 orphaned
sandboxes, 0 held leases, the environment deleted, and nothing left
running.
- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts`
passes `daytona-sweep`, `scheduler` and `crash-points` (52/52). `tsc -p
tests/restart-chaos/tsconfig.json` is clean.

## Risks

- Test harness only; the registry change is prerequisite text. Without
the flag, waves behave as before.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 08:07:19 -06:00
DottaandClaude Opus 5.5 68d5fb5a6e feat(chaos): check I6 and I8 per crash point; ready the Daytona points (#19984)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 00:06:01 -06:00
DottaandClaude Opus 5.5 051834bdc8 feat(chaos): add the on-demand crash-point suite and its manual CI workflow (#19946)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:41:15 -06:00
DottaandClaude Opus 5.5 779913333a fix(documents): say whether an exact revision read is still current (#19939)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task documents keep a revision history, and agents read and restore
revisions through the API
> - The exact-revision read returns one revision, but it does not say if
that revision is still current
> - An agent read the revision that it restored earlier by its ID and
reported it as "latest", but another person had saved a newer edit
> - This pull request adds the document's current revision to the
exact-revision read
> - The benefit is that a pinned read cannot pass as a read of the
current document

## Linked Issues or Issue Description

**What happened**

In a chat eval, the agent restored a plan revision. Then another person
saved a new revision. The user asked the agent to read the current plan.
The agent called `GET
/api/issues/{id}/documents/plan/revisions/{revisionId}` with the ID of
its own restored revision. The response did not show that a newer
revision existed. The agent reported the old revision as the latest and
said that the read confirmed this.

**Expected behavior**

A read of one exact revision must show if that revision is still
current, and which revision is current. Then the reader can see a newer
edit and read the current document.

**Steps to reproduce**

1. Save two revisions of a task plan.
2. Call `GET
/api/issues/{id}/documents/plan/revisions/{firstRevisionId}`.
3. See that the response gives no sign that revision 2 is the current
revision.

## What Changed

- `getIssueDocumentRevision` now also returns `latestRevisionId`,
`latestRevisionNumber` and `isLatest`.
- Shared type `ExactDocumentRevision` describes this response. The UI
client uses it.
- The OpenAPI description of the exact-revision read names these fields
and points to `GET /api/issues/{id}/documents/{key}` for the current
text.
- The service test checks `isLatest` for an older and a current
revision.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/documents-service.test.ts
src/__tests__/openapi-routes.test.ts` (42 passed).
- `npx tsc --noEmit -p packages/shared` passes.

## Risks

- Low risk. The change only adds fields to a read response. No caller
removes or renames a field. No migration.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 21:29:24 -06:00
DottaandClaude Opus 5.5 18644a3263 feat(recovery): instrument 20 durable write boundaries with crash points (#19938)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A control-plane restart between two durable writes leaves an
in-progress record owned by a dead process
> - #19937 added `crashPoint(name)` and a registry of 20 named
boundaries from the Phase 0 inventory
> - A name without a call site cannot fire, so the crash-point suite
cannot test it
> - This pull request puts one call at each registered boundary and adds
a test that keeps the registry and the call sites in step
> - The benefit is that the on-demand suite (next pull request) can kill
the control plane at every known write-ahead gap

## Linked Issues or Issue Description

Refs #19831 (plan, Phase 5). Refs #19846 (inventory, "Write-ahead
coverage"). Stacked on #19937 (helper and registry). Refs #19861
(ownable kind ids).

**Problem**
The registered crash points have no call sites.

**Expected behavior**
Each registered point is called at its gap: after the first durable
write or outside effect returns, before the next one starts. Disarmed
(always in production) each call is one comparison.

**Scope**
Call sites and a coverage test only. The suite runner and CI workflow
follow.

## What Changed

- Server call sites (`@paperclipai/shared/crash-points`):
- `sandbox-creation-operations.ts`: around the provider `create` call
(intent → provider → lease).
- `native-session-executor.ts`: after `native.process_start_requested`,
before spawn.
- `paperclip-control-plane-port.ts`: after the result-accept
transaction, before finalization starts (only when a result was
inserted).
- `native-run-finalizer.ts`: after `commitNativeStatusDecision`, before
the run projection.
- `workspace-operations.ts`: `workspace_finalize` only — after the
running row, and after `settle()` before the done row.
- `environment-runtime.ts`: provider release → lease row; teardown claim
→ destroy; reusable destroy → lease release; stop-and-retain claim →
stop.
- `heartbeat.ts`: lease release → runtime services; budget reservation
hold → dispatch.
- `heartbeat/queue.ts`: run claimed `running` → wake request `claimed`.
- `run-cost-accounting.ts`, `usage-receipts.ts`: accounting commit →
spool unlink; receipt spool → DB row → unlink.
- `packages/paperclip-runner/src/crash-point.ts`: a small copy of the
helper for controller code in this package, which does not depend on
`@paperclipai/shared` (adding that dependency would change the runner
content ID). It arms only `runner.*` names. runnerd never sees the
variable: its environment is an allowlist.
- Runner call sites: after the runnerd spawn, before its identity is
published (both spawn paths); `turn.start` result received → controller
journal saved → next send.
- `server/src/__tests__/crash-point-call-sites.test.ts`: every
registered point has a call site, every call names a registered point,
and every `kinds` entry is an ownable kind id of the Phase 1 registry.

## Verification

- `cd server && npx vitest run
src/__tests__/crash-point-call-sites.test.ts` → 3 passed.
- `pnpm --filter @paperclipai/server typecheck` → clean. `pnpm --filter
@paperclipai/paperclip-runner exec tsc --noEmit -p .` → clean.
- Behavior with nothing armed is unchanged: each call returns at its
first comparison (measured in #19937: about 3.7 ns).

## Risks

- Low risk. No call changes control flow unless `PAPERCLIP_CRASH_POINT`
names it and `NODE_ENV` is not `production`.
- Points on the path before `turn.start` (process start, runner spawn)
cost nanoseconds, within plan invariant 8.
- `usage-receipts.ts`: the persist-then-unlink one-liner became a block
with the same statements in the same order.
- The runner package change gives the runner a new content ID, as any
runner source change does. No persisted run state changes
(rules/upgrade-safe-run-state.mdc).

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits) and a read-only exploration subagent that
mapped the boundaries.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:56:33 -06:00
DottaandClaude Opus 5.5 2a2d3f6e23 fix(ui): stop refetching the @task mention pool on every task event (#19931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps its caches fresh from live events in
`LiveUpdatesProvider`
> - Each task activity event invalidates the whole `["issues",
companyId]` query prefix
> - That prefix also holds the `@task` mention pool: the 100 most
recently updated tasks, about 315 KB per response
> - A chat turn emits many comment, status and run events, so an open
task page downloads that list again for almost every event
> - This pull request keeps the pool fresh from push events without a
refetch per event: a closed server flag marks real membership or title
changes, progress on pooled tasks reorders the cache in place, and other
progress refetches at most once per 30 seconds
> - The benefit is less bandwidth and CPU for users with an open task or
chat, and smaller eval traces

## Linked Issues or Issue Description

**What happened**
While a task chat page is open, the browser repeats `GET
/api/companies/:id/issues?limit=100&sortField=updated&sortDir=desc`
(about 315 KB each). One 10-minute chat-eval attempt recorded about 194
of these requests. The trigger is `invalidateActivityQueries` in
`ui/src/context/LiveUpdatesProvider.tsx`. For every `entityType:
"issue"` activity event, it invalidates
`queryKeys.issues.list(companyId)`. That prefix matches
`queryKeys.issues.mentionPool(companyId)`, which `IssueDetail` (and
`NewIssueDialog`) keep active for the `@task` picker. Invalidation
refetches active queries and ignores `staleTime`.

**Expected behavior**
Comments, run progress and status changes on any task do not download
the full mention pool again. The pool still updates when a task that the
picker can show is created, deleted or renamed.

**Steps to reproduce**
1. Run `pnpm dev` and create a company with about 140 tasks.
2. Open a task page, for example `/REF/issues/REF-1`.
3. Every 4 seconds for 15 rounds, post comments on the open task, on a
task in the top 100, and on a task outside the top 100, and change the
open task's priority (60 events).
4. Count requests to `issues?limit=100&sortField=updated`. Before this
change there are 15 (about 3.3 MB). After this change there are 2 (about
480 KB).

## What Changed

- New shared helper `issueActivityChangesTaskIdentity`
(`packages/shared/src/issue-activity-identity.ts`). It is true for a
created, deleted, hidden, unhidden or renamed task.
- `server/src/realtime/live-events-ws.ts`: task `activity.logged` events
now carry the closed boolean `taskIdentityChanged`. Authenticated
sockets still get no `details`; the flag carries no task content.
- `ui/src/context/LiveUpdatesProvider.tsx` refreshes the mention pool
this way:
- The task identity flag is true (or full details show a create, delete,
hide, unhide or rename): the pool refetches at once.
- Other events on a task already in the pool: the task moves to the
front of the cached list. There is no request. The freshness clock does
not change, and a pending invalidation is never overwritten.
- Other events on a task outside the pool: one trailing refetch at most
every 30 seconds, because the task can now be in the top 100.
  - The picker is closed: the pool is only marked stale.
- `ui/src/lib/query-invalidation-batcher.ts`: new `excludingQueryKeys()`
keyed exclusion predicate. The batcher coalesces it and uses it for
prefix coverage. The broad `["issues", companyId]` invalidation uses it
to skip the pool, so a burst is again one broad refresh per batch.
- Tests: `ui/src/context/LiveUpdatesProvider.mention-pool.test.ts`
(authenticated event shape, hide and unhide, the 30-second window,
reorder safety, a burst through the batcher), new batcher tests,
`packages/shared/src/issue-activity-identity.test.ts`, and socket
assertions in `server/src/__tests__/live-events-toast.test.ts`.

## Verification

- `cd ui && npx vitest run src/context/LiveUpdatesProvider
src/lib/query-invalidation-batcher`: 231 tests pass.
- `cd server && npx vitest run src/__tests__/live-events-toast.test.ts`:
11 tests pass. In authenticated mode the socket keeps `details` off and
sends `taskIdentityChanged` (false for routine updates, true for a
create, rename or hide).
- `cd packages/shared && npx vitest run
src/issue-activity-identity.test.ts`: 14 tests pass.
- The new UI tests fail against the first commit of this PR: the
authenticated burst, hide, unhide, the 30-second window and the batcher
burst.
- `tsc --noEmit` for ui, server and shared: no new errors.
- Browser measurement: a local `pnpm dev` instance (local trusted),
headless Chromium on a task page, 141 tasks, 60 events over about 63
seconds (the reproduction steps above):
  - Before (master UI): **15** mention-pool requests, about 3.3 MB.
  - After: **2** requests, about 480 KB (one per 30-second window).
- Freshness after the fix: one rename, hide, unhide or create each
caused **1** refetch. A priority change caused **0**.
- I did not run a browser session in authenticated mode. The
authenticated event shape is covered by the socket test and the UI unit
tests.

## Risks

- A task that moves into the top 100 can be missing from the `@task`
picker for up to 30 seconds.
- The cached order is approximate between refetches: a moved task goes
to the front, but its `updatedAt` value is not changed.
- Other queries under `["issues", companyId]` (descendants,
created-from, summaries, onboarding first task) still refresh for each
event batch. They are small, but they can get the same treatment later.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:55:39 -06:00
DottaandClaude Opus 5.5 4a8c8003fd feat(recovery): add the crashPoint helper and crash-point registry (#19937)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A control-plane restart can land between two durable writes and
leave an in-progress record owned by a dead process
> - The restart-chaos campaign found these windows (20 ms–1 s) by luck,
with random kill timing
> - The durable ownership plan (Phase 5, "Testing: enumerate crash
points") asks for named crash points at each durable write boundary, so
a suite can kill the process at each one on purpose
> - Phases 2–4 run in parallel and need the helper early for their
per-kind tests
> - This pull request adds only the `crashPoint` helper and the registry
of named points
> - The benefit is one shared, zero-cost way to mark a boundary and to
arm it in a test

## Linked Issues or Issue Description

Refs #19831 (plan, "Testing: enumerate crash points", Phase 5). Refs
#19846 (Phase 0 inventory). Refs #19861 (Phase 1 registry; the
crash-point `kinds` use its kind ids).

**Problem**
No code marks the durable write boundaries. A test cannot stop the
control plane at a chosen boundary, so restart bugs are found only when
random chaos timing hits a window.

**Expected behavior**
A call `crashPoint("<name>")` at each boundary. In test mode an
environment variable makes the process SIGKILL itself at the nth hit of
one name. In production the call does nothing and costs nothing
measurable.

**Scope**
Helper and registry only. The call sites, the suite runner and the CI
workflow follow in separate pull requests.

## What Changed

- `packages/shared/src/crash-points.ts` (subpath export
`@paperclipai/shared/crash-points`, server-side only):
- `crashPoint(name)`. Disarmed, it is one comparison against a module
constant.
- `PAPERCLIP_CRASH_POINT=<name>[:<nth>]` arms one point when the module
loads. The nth hit appends a JSON receipt to
`PAPERCLIP_CRASH_POINT_RECEIPT` (optional), writes a `[crash-point]`
line to stderr, and sends SIGKILL to the process.
- `PAPERCLIP_CRASH_POINT_GATE=<file>` (optional): hits before the file
exists do not count, so setup work cannot fire the point.
- The variable is ignored when `NODE_ENV=production`. An unknown name
throws at import, so a typo cannot arm nothing.
- `armCrashPointForTest(spec)` throws `CrashPointReached` at the nth hit
instead, for in-process per-kind tests (Phases 2–4). It returns a disarm
function.
- `packages/shared/src/crash-point-registry.ts` (browser-safe data): 20
named points from the inventory's write-ahead table. Each has a
description, the environments that reach it (local, Daytona), the
ownable kind ids it affects, and the invariants (I1–I8) at risk. Names
follow `<subsystem>.<record>.<before|after>_<step>`.
- `packages/shared/src/crash-points.test.ts`: registry shape, spec
parsing, throw mode, real SIGKILL of a child process with a receipt, the
gate, production disarm, unknown-name refusal, and a disarmed-cost
check.

## Verification

- `cd packages/shared && npx vitest run src/crash-points.test.ts` → 11
passed.
- Disarmed cost on an M-series Mac: `crashPoint disarmed: 3.66 ns/call
(empty call 0.61 ns)`. A turn passes a handful of points, so the added
time before `turn.start` is in nanoseconds (plan invariant 8). The test
fails if the cost exceeds an empty call by more than 10 ns.
- `cd packages/shared && npx tsc --noEmit -p .` → clean.

## Risks

- Low risk. Nothing calls `crashPoint` yet, and nothing reads the
variable in production.
- An operator who sets `PAPERCLIP_CRASH_POINT` on a non-production
server makes it kill itself. The variable name and the `[crash-point]
armed` stderr line make this visible.
- No persisted run state changes (rules/upgrade-safe-run-state.mdc: no
previous-release story is needed).

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits) and a read-only exploration subagent.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:37:32 -06:00
DottaandClaude Opus 5.5 7fd98682ca fix(workspaces): give every subtask its own execution workspace (#19860)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

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

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

## Verification

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

## What Changed

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

Safety:

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-07 16:41:15 -06:00
DottaandClaude Opus 5.5 adb7633d7b fix(status-cards): give agents the person's restore route when archiving a card (#19903)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Status cards are saved summaries of company work. People and agents
can archive and restore them.
> - A person asked a chat agent to archive a card "to reuse it next
quarter". The agent archived it correctly.
> - The archive response had no board route, and the PATCH operation had
no description. The completion guidance tells agents not to guess
routes.
> - So the agent told the person to restore the card "by clearing
`archived`". That is an API instruction, not a route a person can use.
> - This pull request gives single-card responses an `href` to the
Status page and documents archive and restore on the PATCH operation.
> - The benefit is that an agent can give the person a usable link and a
true account of restore, which starts a fresh summary.

## Linked Issues or Issue Description

**What happened**
A chat agent archived a status card. Its reply told the person to
restore the card by clearing `archived` on the card. It gave no link to
the place where a person restores it.

**Expected behavior**
The reply links the card on the Status page, where a person can show
archived cards and click Restore. It also says that restore starts a
fresh summary.

**Steps to reproduce**
1. Enable status cards and create a card as an agent.
2. Ask the CEO agent in chat to archive the card for later reuse.
3. Read the reply. It has no usable restore route, because `PATCH
/api/status-cards/{id}` returns no `href` and has no description.

## What Changed

- `POST /api/companies/{companyId}/status-cards`, `GET
/api/status-cards/{id}` and `PATCH /api/status-cards/{id}` now return
`href`, the company-scoped Status page route for the card.
- The shared `statusCardSchema` has an optional `href` field.
- The `PATCH /api/status-cards/{id}` OpenAPI operation has a
description. It says that archive keeps the card and its history, that a
person restores it on the Status page with the returned `href`, and that
restore starts a fresh full summary.
- The create route reads the company issue prefix before it creates the
card. A failed link lookup can not delete a card whose compile task is
queued.
- Regression tests cover the `href` on the archive and get responses,
the new PATCH description, and a failed prefix read on create (no card
and no task are left).

## Verification

- `pnpm exec vitest run server/src/__tests__/status-cards.test.ts
server/src/__tests__/openapi-routes.test.ts` (71 tests pass). The new
create-route test fails on the first commit and passes on the fix.
- End to end: the chat eval `status-cards.archive-card` runs with this
change on an eval branch. The result is in the eval report for that
case.

## Risks

- Low risk. The change adds one optional response field and one
description. List responses do not change. The UI ignores the new field.
- Each single-card response does one more small company read for the
issue prefix. On create, this read occurs before the card exists, so its
failure leaves nothing behind.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 16:28:11 -06:00
DottaandClaude Opus 5.5 fc6e1b0346 perf(native): keep local Codex and OpenCode runners warm by default (#19888)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 14:37:36 -06:00
DottaandClaude Opus 5.5 f439150cb3 fix(recovery): limit the null-host owner fallback to single-host servers and record each use (#19883)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #19868 and #19871 made restart recovery judge a recorded pid only in
the PID space that recorded it
> - Rows saved before those host columns existed have no recorded host.
They kept the previous local dead-pid proof, so in-flight native runs
would not be stranded at upgrade
> - On an ephemeral (multi-host) server that fallback is unsafe: the row
may have been written on another host
> - This pull request limits the fallback to single-host servers,
records every use, and gives ephemeral servers a working board action
> - The benefit is that single-host upgrades still recover on their own,
multi-host servers never accept a cross-host proof, and the next release
can remove the fallback with evidence

## Linked Issues or Issue Description

**Bug description**
After #19868 and #19871, a `native_run_finalizations` row with
`controller_host_hash = null`, or a run with `process_host_hash = null`,
still accepted "the pid is dead here" as proof on every server. That
includes an ephemeral server, where the row may come from another host.
Nothing recorded how often the fallback was used, so it had no safe
removal path.

**Expected behavior**
- Single-host server: the fallback applies for one release, and each use
writes a `legacy_host_unknown_dead_pid_proof` activity-log entry.
- Ephemeral server (`PAPERCLIP_EPHEMERAL_SERVER=true`): the row is
unprovable, and the board has an action to confirm the previous server
stopped.
- A mismatched host is always unprovable.

Refs #19868, #19871, #19846

## What Changed

- `native-restart-recovery.ts` `evaluateNativeControllerTakeover`:
- A coordinator row with `controllerHostHash: null` returns
`controller_host_unrecorded` when `ephemeralServerEnabled()` is true.
- Otherwise a pid proof from that row carries `legacyHostFallback:
true`.
- `operator_attested` is accepted as proof
(`operator_attested_controller_stopped`).
  - Receipt-built owners, which have no host key, are unchanged.
- New `recordLegacyHostFallbackProof` writes the activity-log entry. It
is not a run-log event: run events are progress evidence for restart
recovery's crash-loop credit, and the record must not change any
recovery decision. It is called from restart recovery, the
dead-controller result-lease release, native retirement, and remote
warm-session recovery.
- New `native-controller-host-recovery.ts`:
- `requestNativeControllerStopConfirmation` (board-owned
`native_controller_host_unverified` recovery action, idempotent, never
displaces another active action).
- `confirmNativeControllerStopped`. It verifies the exact recorded
controller and stamps `operator_attested` with compare-and-set. It then
resolves the action, wakes live-run recovery, and logs
`issue.native_controller_stop_confirmed`.
- Route `POST /issues/:id/recovery-actions/confirm-controller-stopped`.
It is board-only and requires `runtime:confirm_owner_stop`. Generic
`restored`/`false_positive` resolution of this cause is refused. A
shared `confirmNativeControllerStoppedSchema` validates the body.
- UI: `WorkspaceExportRecovery` reuses the "Confirm the previous server
stopped" control for this cause, and the generic recovery card hides it.
Adds the `issuesApi.confirmControllerStopped` client call.
- `recovery/service.ts` orphan reaper: a null `process_host_hash` is
judged only when not ephemeral. A successful use records the entry
best-effort, after the terminal write. On an ephemeral server the run is
left to its existing Stop control.
- `ephemeralServerEnabled` moves to a leaf `ephemeral-server-mode.ts`
(re-exported by `ephemeral-server-contract.ts`). Importing the contract
module from recovery code created an import cycle in the runner child
process.
- The new route is registered in OpenAPI.
- `doc/execution-semantics.md`: documents the host rule and the
one-release sunset.

## Verification

- `native-restart-recovery.test.ts`: null host on a single-host server
is released with the flag. Null host on an ephemeral server is
unprovable. A mismatched host is unprovable in both modes. An attested
controller is accepted. Receipt owners are unchanged.
- New `native-controller-host-recovery.test.ts` (embedded Postgres):
  - The fallback writes the activity-log entry and no run event.
  - Ephemeral mode creates exactly one board action.
  - A wrong run id is refused.
- Confirmation stamps the attestation, after which takeover is allowed.
The action resolves and the activity is logged. A second confirmation is
refused.
- `recovery-stale-issue-lock-sweep.test.ts`: on a single-host server a
null host is terminalized and records one event. On an ephemeral server
it is left alone with no event. The existing audit-failure case still
clears the lock.
- `WorkspaceExportRecovery.control.test.tsx`: the controller
confirmation posts to `confirmControllerStopped` and never to the
copyback endpoint.
- Locally: these suites plus `remote-warm-session-recovery`,
`native-controller-recovery.integration` and
`native-startup-cleanup-recovery` (136 passed), and after the CI fixes
`native-runner-restart-preparation` and `native-runner-restart-recovery`
integration, `openapi-routes` and the suites above (256 passed); the UI
recovery suites (52 passed); `node scripts/typecheck-layers.mjs` with no
errors in the touched files; `pnpm check:token-gates` clean.

## Risks

- Previous-release story: no schema change. Null-host rows saved by
earlier releases recover as before on single-host servers, now with an
event, and wait for the board on ephemeral servers. The next release
removes the fallback; the event count shows whether any rows remain.
- On an ephemeral server, a null-host orphaned run process is not reaped
automatically. The operator uses Stop. That is the intended "unprovable"
outcome.
- A board confirmation is an attestation. It applies only to the exact
recorded controller (boot id + pid) and only while the host is still
unrecorded.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 13:25:47 -06:00
377bc87df1 feat(connectors): show and select personal AI account defaults (#19845)
Show a crown on each saved personal AI provider default. Add a provider-specific menu action to other eligible accounts. Share saved-state queries, block duplicate writes, and keep the saved crown until a write succeeds.

Keep account details available for accessible grants. Show session lookup errors with Retry. Resolve list permissions once per request and index account lookups. Add UI and API regression coverage and account documentation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00