Commit Graph
5524 Commits
Author SHA1 Message Date
Dotta 408ffba914 Merge branch 'codex/dependable-qualification-checkpoint' into codex/dependable-finalization-recovery
* codex/dependable-qualification-checkpoint:
  fix: carry server-owned workspace continuations through runner bridges
2026-10-21 10:05:50 -05:00
Dotta aa16d67221 Merge branch 'codex/dependable-question-journey' into codex/dependable-qualification-checkpoint
* codex/dependable-question-journey:
  fix: carry server-owned workspace continuations through runner bridges
2026-10-21 10:05:48 -05:00
Dotta b900e0da11 Merge branch 'codex/dependable-repository-conversion' into codex/dependable-question-journey
* codex/dependable-repository-conversion:
  fix: carry server-owned workspace continuations through runner bridges
2026-10-21 10:05:35 -05:00
Dotta a7593dcc67 Merge branch 'codex/plain-task-repository-admission' into codex/dependable-repository-conversion
* codex/plain-task-repository-admission:
  fix: carry server-owned workspace continuations through runner bridges
2026-10-21 10:05:30 -05:00
DottaandPaperclip b852cdec59 fix: carry server-owned workspace continuations through runner bridges
Co-Authored-By: Paperclip <paperclip@paperclip.ing>
2026-10-21 10:05:02 -05:00
DottaandPaperclip 2b532d0c3e test: verify preserved results across finalization crashes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:37:49 -05:00
DottaandPaperclip 09a45d29bb Merge current journey candidate into the qualification checkpoint
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:20:10 -05:00
DottaandPaperclip c4e409d819 Merge repaired repository setup into the question journey candidate
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:17:55 -05:00
DottaandPaperclip 9456bbdf51 Merge the complete setup repair into repository qualification
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:16:48 -05:00
DottaandPaperclip 941467168c fix: accept server-resolved workspace continuations in Codex
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:16:18 -05:00
DottaandPaperclip 9b924462b9 test: retain lifecycle state for repository journeys
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:13:25 -05:00
DottaandPaperclip be153175a5 test: open and inspect the delivered question result
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:09:02 -05:00
DottaandPaperclip 9dcccc9e46 fix: resume pending repository work with an empty work list
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:05:47 -05:00
DottaandPaperclip 3d6d6d1bda test: preserve complete question identity across an answer
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:59:31 -05:00
Dotta 6df51567e7 Merge current master into the complete repository setup repair
Co-Authored-By: Paperclip <noreply@paperclip.ing>

* origin/master:
  fix(evals): classify latency from observation bounds (#16829)
  docs: define module ownership and shared change review (#17087)
  fix: stop idle MCP event polling (#17036)
  fix(recovery): let preservation owners reopen retained sources (#17053)
  perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)

# Conflicts:
#	tests/runner-e2e/README.md
#	tests/runner-e2e/installed-cli.test.ts
2026-10-21 08:49:06 -05:00
DottaandPaperclip 9d322bfa21 test: verify necessary free-text questions through one real answer
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:48:07 -05:00
DottaandPaperclip 3fc3af5a61 test: require every journey before daily qualification rotation
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:41:52 -05:00
DottaandPaperclip a6eaf005a2 Merge the verified task-source and conversion baseline repairs
Co-Authored-By: Paperclip <noreply@paperclip.ing>

* codex/dependable-repository-conversion:
  test: create conversion-compatible Claude baseline settings
  fix: preserve plain task sources through shared workspace reuse
2026-10-21 08:40:08 -05:00
DottaandPaperclip d942a5c874 test: create conversion-compatible Claude baseline settings
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:39:51 -05:00
DottaandPaperclip 8748c2b5df Merge retained task-source reuse repair
Co-Authored-By: Paperclip <noreply@paperclip.ing>

* codex/plain-task-repository-admission:
  fix: preserve plain task sources through shared workspace reuse
2026-10-21 08:38:37 -05:00
DottaandPaperclip 3568193a71 fix: preserve plain task sources through shared workspace reuse
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:38:18 -05:00
DottaandPaperclip 53732c811b fix(evals): classify latency from observation bounds (#16829)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product E2E probes measure when acknowledgements and replies become
visible.
> - A poll gives a time interval for an event.
> - The first positive poll can occur after a target that the event
could still meet.
> - This pull request compares the full interval with a strict or
inclusive target.
> - Reports retain the raw observations and the original verdict when
the timing verdict changes.

## Linked Issues or Issue Description

**What happened?**

A historical acknowledgement was absent at 1901 ms and first present at
2427 ms. A report marked the 2000 ms target as failed. The interval
crosses that target, so the available evidence cannot give a pass or
fail verdict.

**Expected behavior**

Return pass when the full interval meets the target. Return fail when
the full interval rules out the target. Return inconclusive for overlap,
invalid evidence, or insufficient evidence. Respect strict and inclusive
targets and open and closed endpoints.

**Steps to reproduce**

Run the deterministic timing tests. Use the acknowledgement interval
`(1901, 2427] ms` with `<= 2000 ms`. Compare the late reply interval
`(52965, 53334] ms` with `<= 30000 ms`. The first is inconclusive. The
second fails.

**Paperclip version or commit**

The source includes master at
`14afc12124017d4ec30d0f4bfd6892f8ce475d21`.

Related PR:
[#13710](https://github.com/paperclipai/paperclip/pull/13710) changed
chat latency and session reuse. This change corrects probe evidence and
report verdicts.

## What Changed

- Add a shared interval classifier with explicit endpoint and target
operators.
- Start observation before dispatch. Use a monotonic clock. Bound
asynchronous reads by request start and completion.
- Measure the first visible response separately from message creation
and final settlement. Share browser reads with an optional
acknowledgement probe.
- Keep raw bounds, clock resolution, message metadata, failed reads, and
original verdicts in retained report evidence.
- Add deterministic coverage for threshold equality, missing data,
edited messages, asynchronous reads, teardown, report correction, and a
finite-domain oracle.
- Bound observer shutdown to one second across pending and final reads.
Retain timeout counts. Ignore late completions and start no more reads
after shutdown.
- Document the timing contract in the existing Product E2E guide.
- Keep current startup reuse evidence after the master merge. Update
four stale test expectations for qualified Copilot admission. Keep the
explicit suite and provider restrictions.

## Verification

- Current head: `c42e87e6d3b4b347e7cb176f56819c1d0abe106d`.
- Passed: `pnpm test:e2e:runner:unit` (3,287 Vitest tests and 128 native
completion tests; two explicit skips).
- Passed: `pnpm test:e2e:runner:typecheck`, `pnpm -r typecheck`, `pnpm
build`, `pnpm check:token-gates`, and `git diff origin/master --check`.
- Passed: [exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39607140418),
including both required checks (`ci / verify` and `ci / e2e`), all
general and serialized test jobs, all eight browser shards, build,
canary dry run, and the clean public npm-install smoke.
- Greptile reviewed the complete current diff and returned [5/5 with no
actionable
issues](https://github.com/paperclipai/paperclip/pull/16829#issuecomment-6266704814).
All review threads are resolved.
- The redundant local `pnpm test:run` was stopped after the exact-head
CI test jobs passed. It did not produce a complete local verdict; the
full repository test evidence is the CI run above.
- The [earlier broad
run](https://github.com/paperclipai/paperclip/actions/runs/39249282597)
failed on the old head. Its full test command timed out after 15
minutes. Five E2E support failures came from ambient `NODE_PATH` and a
missing historical Git object. Current master supplies the
closed-environment launcher and retained source fixture. The full
support suite passes with these fixes.
- After the current master merge, four stale Copilot assertions and the
nested unit launcher failed. Copilot is now qualified. Those assertions
now require no qualification override and retain the rejected
suite/provider cases. The full documented unit command passes.
- The first local typecheck after the merge used stale generated package
declarations and failed. The typechecks pass after `pnpm build`.
- These checks use synthetic timing evidence. They make no live provider
calls and claim no new live latency measurement.

## Risks

- The browser diagnostic depends on the existing message and receipt DOM
markers. Controlled tests cover visibility, receipt separation,
concurrent reads, and teardown.
- Corrected timing verdicts can become inconclusive. The report keeps
the original verdict and does not change the overall workflow grade.
- This change adds no database migration or product surface.

## Model Used

- OpenAI GPT-6 Codex. Model family: GPT-6. This session does not expose
a more specific model ID or context window size. The agent used
reasoning, shell tools, code inspection, and deterministic tests. The
earlier implementation session did not retain its exact model ID.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 08:31:22 -05:00
DottaandPaperclip 2e7efc625b test: preserve reports while rejecting missing or duplicate proof
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:29:29 -05:00
DottaandPaperclip 9a8c50ca5d Merge the tested repository candidate into qualification reporting
Co-Authored-By: Paperclip <noreply@paperclip.ing>

* codex/dependable-repository-conversion:
  fix: validate actual task roots and unfinished response waits
  test: qualify conversion prerequisites before runner selection
2026-10-21 08:24:30 -05:00
Dotta 65fd231271 Merge the measured workspace and completion repairs
Co-Authored-By: Paperclip <noreply@paperclip.ing>

* codex/plain-task-repository-admission:
  fix: validate actual task roots and unfinished response waits

# Conflicts:
#	doc/plans/2026-10-20-dependable-everyday-work.md
2026-10-21 08:23:16 -05:00
DottaandPaperclip 91c026f169 fix: validate actual task roots and unfinished response waits
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:21:54 -05:00
DottaandPaperclip 14afc12124 docs: define module ownership and shared change review (#17087)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Coding agents extend connectors and shared control-plane services.
> - Provider details can leak into shared services during these changes.
> - Moving code into a new file does not explain why shared behavior
must change.
> - This pull request adds module ownership and shared-change review
rules.
> - The rules help agents justify the change before implementation and
review.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

Repository architecture rules and the connector authoring playbook.

**What's wrong?**

Subsystem rules describe some ownership boundaries. The repository lacks
a general rule for deciding which behavior belongs in a feature module,
what shared contracts must change, and how to review the resulting
scope. An integration can therefore add provider-specific logic to
shared code or bundle large platform changes into one connector PR.

**Suggested fix**

Add a repository-wide rule and load it in Greptile. Apply the rule
during connector planning and PR preparation. Keep provider protocol
behavior with its owner. Require a reason for shared changes and checks
through affected consumers.

Related public context: [Notebook connector PR
#16984](https://github.com/paperclipai/paperclip/pull/16984). This PR
changes instructions only.

## What Changed

- Add a concise module-boundary rule for ownership, narrow contracts,
shared controls, delivery scope, and verification.
- Register the rule as repository-wide Greptile context.
- Add planning and PR review steps to the connector playbook. Keep tests
and docs with their behavior.

## Verification

- Passed rule frontmatter, Greptile registration, referenced-file, and
playbook-link checks.
- Passed `git diff --check origin/master...HEAD`.
- Reviewed the rule against the relevant connector failure and allowed
cases: small dispatch branches, one-consumer shared capabilities, and
unrelated fixes.
- Fresh Greptile and Paperclip reviews both scored commit
`759572fe503e1b6dfa9527f53de6c326a2c3bff6` 5/5. No actionable findings
or unresolved review threads remain.
- Final current-commit GitHub checks: 55 successful, 1 neutral, and 2
skipped; no pending or failed checks. Both required `ci / verify` and
`ci / e2e` gates passed.
- Initial CI attempt: the build and runtime boot smoke test passed. The
spot runner received a shutdown signal during the clean public npm
install check, canceling that step and failing the build job.
[Interrupted job
log](https://github.com/paperclipai/paperclip/actions/runs/39601811838/job/119228042468).
Retried failed jobs once. Attempt 2 passed the complete build, runtime
boot, and clean-install verification. The initial runner interruption
remains recorded here.
- Full local application checks are unavailable: this checkout has no
workspace dependencies, and `pnpm -r typecheck` stopped during pnpm
bootstrap because registry fetches failed and the requested pnpm version
could not be verified. Local application tests and build were not run.
GitHub checks must pass before merge.

## Risks

- The rule could cause unnecessary abstractions or extra PRs if applied
mechanically. It permits small dispatch branches and useful capabilities
with one consumer. It rejects arbitrary file counts and unrelated
restructuring.
- Prose and metadata checks do not prove that future agents will follow
the rule. Hosted review receives it when this branch is reviewed.

## Model Used

- OpenAI Codex: `gpt-6-astra` authored the guidance; `gpt-6.1-sol`
prepared delivery. Both used reasoning, filesystem tools, and GitHub
tooling. Context window size was not recorded in the available model
settings.

## 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 documentation and
metadata validation; application checks unavailable as stated above)
- [x] I have added or updated tests where applicable (no runtime change;
targeted structural checks cover the changed instructions)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 08:13:16 -05:00
DottaandPaperclip 16922a1832 test: qualify conversion prerequisites before runner selection
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:06:11 -05:00
DottaandPaperclip cb4b55dd58 test: reject inherited and untrusted qualification metadata
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 08:00:17 -05:00
Dotta 6b1837ece8 test: retain full everyday-work qualification evidence 2026-10-21 07:57:54 -05:00
DottaandPaperclip 0cd0746d19 test: replay repository setup with recorded staging models
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:56:32 -05:00
DottaandPaperclip c6ee96a3df fix: stop idle MCP event polling (#17036)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - MCP task subscriptions and Dot mailboxes notify external clients
when work changes.
> - Their delivery workers queried SQL every two seconds, including when
no work existed.
> - Those queries prevent idle databases from becoming quiet across many
hosted instances.
> - Existing activity, mailbox, subscription, and delivery records
already preserve the work.
> - This pull request uses committed-write signals and saved retry
deadlines to drive delivery.
> - Idle subscriptions become quiet while startup, retry, drain, and
shutdown recovery remain supported.

## Linked Issues or Issue Description

Related sleep migrations: #15625, #17000, #17008. Searched open PRs and
issues for MCP event sleep/polling work; no duplicate found.

**What happened?**

Each public MCP and Dot event service started a two-second interval. It
checked settings, scanned subscriptions, created delivery receipts,
cleaned expired records, and attempted delivery even without changes.

**Expected behavior**

An empty or subscribed-but-idle service produces no recurring SQL or
network traffic. Committed events trigger prompt delivery. Only
unfinished work retains a retry deadline.

**Steps to reproduce**

Configure a public MCP origin and start the server. Observe recurring
settings queries with MCP disabled, or subscription/queue queries with
it enabled. No incoming task changes are required.

**Paperclip version or commit**

Initially inspected master at
`8b4ab65b1c3d863d282752e83307943720a5c85c`; rebased onto `c2daf906d9`
after master advanced. The only conflict was overlapping imports in the
heartbeat queue; both were preserved.

## What Changed

- Register separate MCP and Dot workers with the existing delivery
coordinator. Remove both unconditional intervals.
- Notify from committed activity, comment, mailbox, subscription, and
experimental-settings writes. Centralize comment insertion in one small
helper so normal callers do not manage recovery state.
- Preserve outer transaction ownership, uncertainty reconciliation, and
requests deferred during drain or standby.
- Restore delivery retry/abandoned-claim deadlines on startup. Scan
subscriptions in pages of 20; drain full source and delivery batches
without another external event. Scope subscription refreshes to their
subscription or shared Dot binding, issue activity to its task, comment
discovery to its company, and mailbox/assignment changes to their
binding. Retry deadlines do not rescan unchanged sources.
- Run expired-record cleanup opportunistically. Preserve on-use expiry
checks and the existing one-time automatic Dot challenge behavior.
- Add real PostgreSQL lifecycle coverage and guarded external test
database options for existing MCP/Dot integrations. Document producers
and the supported writer model.

## Verification

- Final head `e54fb34485921016ef988f7df9cca173a9ebdfc8`: all CI checks
passed (55 successful checks/statuses, one neutral review, two
intentionally skipped Storybook checks). Mergeable with no unresolved
review threads. Greptile: 5/5 on this exact commit; security scan
passed.
- All 284 affected tests passed in one local run after rebasing: 16
real-PostgreSQL lifecycle tests, 24 coordinator/scheduler/standby tests,
84 public MCP tests, 54 Dot runner tests, and 106 interaction-service
tests.
- Server TypeScript passed after refreshing generated Runner/plugin SDK
dependencies from master. Full workspace typecheck and build passed
before the rebase; final CI repeated typecheck and build successfully on
the rebased head.
- Coverage includes SQL/network quiet with configuration and history,
committed writes, outer commit/rollback, drain/standby, retry
restoration, reenable/unsubscribe, concurrent writes, shutdown,
source/delivery/subscription batch boundaries, Dot challenges and
reconnects, native broker fences, comment discovery, and
company-isolated scans.
- CI exposed an existing lock-order test whose insert proxy missed
nested transactions and waited indefinitely. The fixture now observes
nested inserts, preserves the lock assertion, and fails explicitly if
interception is missed. The complete 106-test interaction suite and the
formerly hanging CI shard pass. The warm-standby/settings test doubles
were also updated for the new coordinator/transaction boundaries.
- Earlier fixture failures (required timestamps, cleanup, external
database selection, async waits) were corrected. One existing OAuth
first-poll timing assertion and one E2E company-cleanup race passed on
single reruns; the final full CI run passed without a rerun. No OAuth or
company-deletion behavior was changed.
- The local full `pnpm test:run` attempt could not initialize embedded
PostgreSQL after five attempts. It was stopped; affected integrations
were verified with separate disposable PostgreSQL 17 databases, and
final CI supplied the full-suite result. Embedded-only local skips are
not counted as passes.

## Risks

- Notifications use one live server/database scope. Independent SQL
writers and separate live replicas do not trigger these process-local
workers. Startup recovers durable state; continuous multi-writer
discovery needs a notification/ingress contract.
- Idle physical cleanup waits for startup or another enabled sweep.
Subscription and authorization expiry remain enforced on use.
- Existing delivery claims, retry bounds, signatures, and receipt
deduplication remain in place. No new tables or migrations.
- Host sleep-safety checks remain conservative. MCP/Dot retry deadlines
are not yet covered by Paperclip Cloud's scheduled-wake contract. This
proves worker quiet, not deployed host suspension or fleet savings.

## Model Used

OpenAI Codex (GPT-6), with reasoning, local code execution, and tool
use. The runtime does not expose a more specific model version or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:55:09 -05:00
DottaandPaperclip d20304da70 test: verify configured repositories after real runner conversion
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:50:12 -05:00
DottaandPaperclip ed5452863c style: keep combined setup rationale in review documentation
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:48:56 -05:00
DottaandPaperclip a7511226e8 fix: prepare nested repositories in declared plain task roots
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:43:24 -05:00
DottaandPaperclip ab067f59b0 style: keep repair rationale in the PR and plan
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:30:21 -05:00
DottaandPaperclip eaacadeba3 fix(recovery): let preservation owners reopen retained sources (#17053)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must save retained workspace files before ordinary
execution can resume.
> - The environment runtime blocks access to retained sources to prevent
unsafe reuse or deletion.
> - The recovery worker also used that ordinary resume path.
> - The guard returned no lease, so recovery reported an invalid source
binding before it could save files.
> - This pull request gives the physical preservation owner a separate,
source-bound resume path.
> - Ordinary execution and destructive cleanup keep their existing
guards.

## Linked Issues or Issue Description

Refs #16965.

**What happened?**

A retained workspace with a workspaceRestoreRecovery marker could not
recover through the real environment runtime. The runtime returned null
before calling the provider. Recovery classified this as
source_binding_invalid. Earlier recovery fixtures replaced the runtime
facade, so they did not exercise this guard.

**Expected behavior**

The verified preservation owner can reopen its exact stopped allocation
to save files. Other callers remain blocked. Recovery preserves newer
local files and does not start another agent or repeat a completed
external action.

**Steps to reproduce**

1. Seed a terminal source run with a retained sandbox, a recovery
action, and the workspaceRestoreRecovery lease marker.
2. Give the source a verified stop receipt.
3. Call recoverRetainedWorkspace through environmentRuntimeService.
4. Before this change, the recovery action returns to blocked with
source_binding_invalid. No files are copied.

**Paperclip version or commit**

Reproduced on master at 65f59e339a. The
same failure was observed in a served build containing #16965.

## What Changed

- Add an internal preservation resume method. It validates the exact
company, task, run, action, lease, environment, current physical owner,
and stop-only cleanup claim before provider access.
- Keep ordinary resume and destructive cleanup blocked for protected
sources.
- Run all retained-workspace fixtures through the assembled environment
runtime. Add a failing-before/passing-after protected-source regression
and four rejection cases.
- Use the same runtime path and protection marker in the opt-in Daytona
interruption probe. Allow a verified immutable snapshot UUID as its
input.
- Document the authority boundary and verification recipes.

## Verification

- Red: the protected-source regression failed with expected recovered,
received blocked. It recorded source_binding_invalid before provider
resume.
- Green: 235 tests passed across workspace recovery, durable task Retry,
and environment runtime. These include saved files, newer local files,
bounded retries, competing owners, and no extra run or wake.
- pnpm -r typecheck and pnpm build passed. The initial sandboxed
typecheck could not open a tsx IPC pipe; the same command passed with
local process access.
- node scripts/check-maps.mjs and git diff --check passed.
- Live Daytona qualification passed using the same immutable snapshot ID
as the affected deployment. Export was interrupted after a real
download; a second controller restored the files and verified one
original agent start, one simulated external action, one saved snapshot,
and a stopped retained source. The disposable sandbox was deleted after
verification.
- Greptile reviewed 804dfe24ef at 5/5 with
no actionable findings or unresolved review threads.
- Full current-commit CI passed:
https://github.com/paperclipai/paperclip/actions/runs/39540771747.
Required ci / verify and ci / e2e passed. Superagent, Socket, and Snyk
checks passed.
- Full local pnpm test:run did not pass: 22,992 tests passed, one
managed-run identity test timed out at 60 seconds, and 100 tests skipped
across the first general-server phase. The command stopped before its
later phases. The unchanged agent-identity.test.ts suite then passed all
11 tests in isolation in 15.53 seconds. The original timeout remains
recorded; it is not reclassified as a full local pass. The same commit's
complete CI test matrix passed.
- The optional Paperclip Review completed with a neutral advisory 5/5 on
the same head and no actionable findings. It inspected all eight changed
files and connected code. It did not independently run tests or the
provider probe.
- Hosted ordinary Retry recorded one durable intent and no successor run
while file preservation remained blocked. The existing published review
stayed unchanged. Hosted recovery remains unverified until this
follow-up is deployed. A Retry acknowledgement alone does not prove
recovery.

## Risks

- Recovery can reopen a retained sandbox. The dedicated path requires
the current physical ownership claim and the exact source's stop-only
intent. It does not clear the ordinary protection marker.
- Provider failures retain the source and use the existing bounded
recovery budget. The provider cannot substitute another allocation.
- The live probe uses a disposable sandbox and simulated
agent/external-effect counters. It does not prove a live LLM or GitHub
review journey.
- No schema, public API, permission, budget, pause, or approval changes.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, code execution,
browser verification, and test tools. The exact served model variant and
context window are not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:27:45 -05:00
DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

> - Paperclip manages AI agents and their paid work.
> - Budgets must prevent new work and stop reported overruns.
> - Cost settlement also ran serial lifecycle reconciliation for every
eligible company agent.
> - That made request latency grow with unrelated idle agents and
delayed results on stop delivery.
> - This change separates atomic admission and accounting from durable
asynchronous enforcement.
> - Scoped live usage detects overruns without writing provisional
ledger charges.
> - The result is constant query scope for ordinary settlement and
recoverable stop delivery.

## Linked Issues or Issue Description

**What happened?**

Settlement and budget checks entered company-wide lifecycle
reconciliation. A company with 1,000 unrelated idle agents performed
1,001 accounting transactions for one ordinary cost evaluation. User
requests could also wait for provider termination. Running usage
checkpoints did not enforce reported monetary exposure.

**Expected behavior**

Keep the final reservation gate authoritative. Commit charges, scope
blocks, and enforcement intent before returning. Deliver stop requests
after commit. Read only applicable policies and execution scopes for
ordinary charges. Stop long-running work when supported reported or
priced usage establishes an overrun.

**Steps to reproduce**

1. Create a disposable company with one company budget and idle agents.
2. Evaluate a charge below the budget with 0, 17, and 1,000 unrelated
idle agents.
3. Compare query counts, company accounting transactions, and duration.
4. Use the controlled partial-usage and delayed-stop fixtures to check
enforcement and request responsiveness.

**Paperclip version or commit**

The measured baseline is `6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837` from
`master`.

Related public work: Refs #16976, #2006, #3539, #13763, #14296, #16853,
#13075. These cover the affected service charge, cancellation, and
accounting paths. This change removes their shared reconciliation
overhead.

## What Changed

- Batch applicable policy exposure under the existing company accounting
lock. Preserve exact fractional money and zero-reservation dispatch
fences.
- Commit a durable final budget dispatch claim before provider I/O.
Retain a separate final issue/run ownership transaction through
synchronous handoff, without holding the company accounting lock or
awaiting provider work. Preserve native recovery lease checks and
duplicate handoff fencing. Browser handoff rechecks current policy; it
reuses a consumed rate slot only for the identical policy generation.
- Separate ledger spend, live observed spend, and effective held
capacity. Use the maximum of reservation and live observation for each
unfinished operation.
- Deliver budget cancellation through the existing coordinator.
Revalidate generations and persist queued/running stop fences before
external termination. Bound stop concurrency to four.
- Apply agent holds only to the affected agent. Project budgets leave
other projects running. Project real company transitions in bounded
lifecycle batches.
- Replace periodic broad reconciliation with durable pending work,
startup repair, receipt replay, and concrete retry/window deadlines.
Retain drain and idle-safety checks.
- Enforce accepted cumulative usage checkpoints without provisional
charges. Final accounting atomically replaces live exposure and settles
reservations.
- Add operator-gated budget spans, regression coverage, map updates, and
a real-PostgreSQL comparison harness. No schema or first-party telemetry
change.

## Verification

- Full workspace `pnpm -r typecheck` passes on the final ownership fix,
rebased onto `bbcf5dfe98`. Production `pnpm build` passes on final head
`4c5f4de8b1`. Map, module-boundary, token, and Storybook catalog checks
pass.
- Focused real-PostgreSQL coverage includes the 292-case rebased
accounting/dispatch run, 63 browser cases, 52 run-control/cancellation
cases, 42 policy-generation cases, 77 lifecycle/commentary cases, and
the exact Muse confirmation regression. Native executor unit coverage
passes all 768 cases. Final ownership coverage passes: 74
adapter/use-case cases, nine public regression cases, and the additional
deleted-project race. These exercise competing ownership, budget changes
and charges between phases, zero/nonzero duplicate claims, rollback,
recovery contention, read-only capacity rechecks, and controlled HTTP
startup after commit. Another 74 pure/startup/tracing cases pass. The
complete CI matrix and both 5/5 reviews passed on `1ac9b58`; its
external security scan identified a stale-owner handoff race. The final
fix restores synchronous issue/run ownership fencing after the
accounting transaction commits. Final head `8e84f55ce8` has fresh
Greptile 5/5 with zero new comments, Paperclip review 5/5, and a passing
security scan. The complete latest-head [CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/39535189808)
passes, including budget, browser, Runner, build, and canary jobs. The
unchanged Runner close fixture passed on its sole same-head job retry.
- Broad local `pnpm test:run` invocations were stopped before required
source updates (rebase and review fixes). They are not claimed as full
passes. Final full-suite coverage comes from the complete latest-head CI
matrix; local focused coverage and the incomplete broad invocations are
reported separately.
- Reproduce performance with `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-budget-enforcement.ts
--baseline-ref=6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837`; repeat with
`--reverse`. The harness uses disposable real PostgreSQL, 20 warm
samples per variant/count, and records raw timings, SQL/lock counts,
agent reads, unchanged agent state, and query plans. Final
production-source measurement revision:
`eff713a4f72c7f4b7a4002a701cb481d4bfccd95`; the extended harness is
committed in `4c5f4de8b1`.

| Unrelated idle agents | Baseline median / p95 | New median / p95 |
Baseline SQL / locks | New SQL / locks | New agent reads |
| --- | ---: | ---: | ---: | ---: | ---: |
| 0 | 1.80 / 2.33 ms | 2.99 / 3.88 ms | 5 / 1 | 7 / 1 | 0 |
| 17 | 15.53 / 19.55 ms | 2.24 / 2.60 ms | 90 / 18 | 7 / 1 | 0 |
| 1,000 | 978.35 / 1,790.43 ms | 2.16 / 2.52 ms | 5,005 / 1,001 | 7 / 1
| 0 |

- These measurements use local PostgreSQL 18.1 and Node 26.4.0 arm64.
They isolate the cost-evaluation core and complete admission path,
without hosted-region or provider latency. Prior-revision reversed-order
controls also preserved the constant query counts; the final
measurements above use the final production source.
- Complete reserve → final ownership gate → immediate offline provider
result is measured separately, with one responsible agent and one active
operation at each unrelated-agent count. Admission p95 baseline/new: 0
agents **11.54 / 29.77 ms**; 17 agents **9.31 / 27.62 ms**; 1,000 agents
**24.51 / 74.05 ms**. Baseline admission was already scoped; the
stronger final fence adds bounded overhead. New counts stay constant at
53 Drizzle statements, three transactions, two company-accounting locks,
and five agent-reading statements bound to the responsible agent. Zero
unrelated-agent reads, exactly one provider callback per sample, and no
leftover runs or holds. All admission scenarios stay below 250 ms. No
external provider calls are included.
- The partial-usage/delayed-termination fixture passed 20/20: receipt
persistence p95 13 ms, receipt return to observed durable Stop fence p95
28 ms, complete receipt-start-to-fence p95 50 ms, unrelated database
request p95 1 ms while termination was blocked. After releasing the
controlled termination fixture, acknowledgement p95 was 14 ms. These are
separately measured phases; fixture acknowledgement is not live-provider
termination latency.
- Models and provider deadlines are unchanged. No deployment, live
inference, or staging acceptance is claimed. A quiet 30-minute follow-up
waits for the merged revision on staging, then repeats classifier and
controlled budget-stop acceptance in staging, recording hosted
bookkeeping, queue delay, and actual provider acknowledgement
separately.
- Development failures retained: finalizer notification regressions
(fixed; 27/27 affected cases passed), invalid browser admission fixture
assumptions (fixed; browser coverage now passes 63/63), and first-head
lifecycle/dispatch CI regressions (reproduced and repaired). A
prior-head Cases E2E test hit its unchanged announcement-dismiss handler
race while opening a filter; the same journey passed on `1ac9b58`. The
external security review then found a stale-owner race between
accounting commit and provider entry; final verification covers a
competing run in that gap while retaining provider I/O outside the
accounting lock. Early PostgreSQL startup attempts hit local semaphore
pressure; serial reruns succeeded. The final-head Runner lane had one
failure among 1,823 tests: the unchanged `timeout-attachment` fixture
failed at its first process close after 6.28 seconds. The sole same-head
job retry passed all 1,819 active tests (four skipped), including that
fixture in 1.85 seconds. Three isolated local probes could not run
correctly because the Rust fake-provider fixture binary was absent;
cleanup masked the original startup failure. CI builds that fixture
through its normal lane. These probes are inconclusive and are not
counted as passes.

## Risks

- This changes accounting, lifecycle, and cancellation ordering. Durable
generations, source/sequence checks, ownership leases, and company
locking remain required for correctness.
- Provider stop acknowledgement can be slow or fail. Stop intent remains
pending until existing termination proof succeeds; cancelled row status
alone does not acknowledge delivery.
- Mid-run limits depend on provider usage reports or supported price
calculations. Providers that report only at completion cannot provide
exact mid-call detection.
- Signals are process-local wake hints for the supported
single-active-writer model. Durable state and startup recovery remain
authoritative.
- There are no migrations, new queue tables, or cached balances. Repeat
the classifier and controlled budget-stop acceptance after normal
rollout.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution,
and parallel coding agents. The host does not expose the exact backend
model revision or context-window size, so 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>
2026-10-21 07:23:00 -05:00
DottaandPaperclip 84a613f66a fix: correct routine repository admission before accepting a blocker
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:19:02 -05:00
Dotta f220914293 fix: retain local-board responsibility during repository preparation 2026-10-21 07:19:00 -05:00
Dotta 12b2a8eff9 test: verify first-admission context and prepare source dependencies 2026-10-21 07:18:35 -05:00
DottaandPaperclip de14edc606 test: exercise automatic repository continuation through a real task
Use production hire instructions and the existing paid browser harness. Compare delivered bytes with the actual checkout, require retained workspace and context, and reject timer or user-driven continuation. Keep current qualified provider admission free of ambient overrides and retain explicit pending-profile gate controls.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 07:18:35 -05:00
DottaandPaperclip dff63551fe fix: resume unfinished work after repository preparation (#17047)
## Thinking Path

> - Paperclip manages agents that perform work for a company.
> - Task repositories are prepared at normal run admission.
> - A running native task can stage a repository while its work remains
unfinished.
> - The controller did not offer that saved setup as a continuation.
> - The agent could add a timer or wait for a user restart.
> - This change uses the existing same-agent continuation and status
ledger.
> - The accepted explanation and proven conversation remain available
after setup.

## Linked Issues or Issue Description

Refs #17045. That prerequisite has merged. This PR targets master.

**What happened?**

A projectless native task can request a repository for the next
admission. An unfinished task has no server-selected repository
continuation. An explicit same-agent continuation also loses chat
provenance.

**Expected behavior**

An unfinished standard task can yield and resume through the existing
admission queue. Its explanation and final result retain the authorized
conversation. A task that only stages a repository can complete without
another run.

**Steps to reproduce**

1. Start a native standard task in a task directory.
2. Request an authorized repository through prepare_repository.
3. Yield with unfinished work and no explicit continuation.
4. Observe that the former driver rejects the yield, although the
pending repository is saved.

## What Changed

- Offer a saved same-agent continuation for the current task's pending
repository.
- Accept that current server continuation in the shared provider driver.
- Resolve chat provenance through applied status decisions, delivered
effects, and admitted wakes.
- Preserve accepted setup explanations without repeating an owned
question card.
- Document optional reproduction details and configured repository
discovery.
- Extend database regressions and workspace access maps.
- Preserve Copilot profile v52 and bind the shared continuation source
in v53. Include the active identity in the QA image fingerprint.

## Verification

- Five focused server suites: 100 checks pass.
- Shared continuation driver: 12 checks pass.
- Server typecheck passes.
- Map contract and whitespace checks pass.
- Existing API and driver assertions fail on the former implementation.
- Real dispatcher and queue cohort: 43 checks pass. The original
reply-loss regression fails before the dispatch receipt fix.
- Continuation driver and installation identity cohort: 62 checks pass.
- Regenerated capability inventory and contract checks pass.
- Final response precedence cohort: 109 checks pass. The stale-comment
case fails on the former implementation.
- All required CI checks, build, and both source reviews pass on
b9c8677635.
- Live provider journeys and deployed acceptance remain pending. No live
qualification is claimed.

## Risks

A pending repository now offers a next admission when unfinished
standard work yields. Incorrect eligibility could create unwanted work.
The lookup requires the current workspace and task. Explicit completion
does not use it. Existing Stop, admission, approval, and transport
authorization remain authoritative. No schema or public task-status
change is included. The shared continuation change requires a new
Copilot source identity. This PR preserves v52 history and does not
claim fresh Copilot live qualification.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose its exact deployment ID or context-window
size. Those values are not 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1021.0-canary.6
2026-10-21 07:17:50 -05:00
8b873e0112 fix(adapter-utils): skip the materialize lock for an already-current skill (#17061)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A remote Claude ACP run stages the selected runtime skills into the
sandbox. The host archives the materialized skills directory with tar
and uploads it.
> - Concurrent runs of one agent share that skills directory. The
directory key is the selected skill set and its content.
> - Each run calls `materializePaperclipSkillCopy` for each skill. The
function always created and removed a sibling `<skill>.lock` directory,
even when the copy was already current.
> - The archive step lists the directory entries first and then gives
the names to tar. When a concurrent run removed its lock between these
two steps, tar failed with `Cannot stat` and the whole run failed as
`adapter_failed`.
> - This pull request checks the materialized fingerprint before it
takes the lock. An up-to-date copy now leaves no transient entries in
the shared directory.
> - The benefit is that concurrent runs of one agent no longer fail each
other's skill staging.

## Linked Issues or Issue Description

**What happened?**
A remote `claude_local` run failed before the agent started. The skill
staging step ran `tar -c ... -T entries.nul` on the shared
runtime-skills directory. Tar stopped with `tar: <skill>.lock: Cannot
stat: No such file or directory` and exit status 2. Another run of the
same agent was materializing the same skills at the same time.

**Expected behavior**
A run that finds its skills already materialized does not change the
shared skills directory. Concurrent runs can archive that directory
safely.

**Steps to reproduce**
1. Materialize a skill into a skills directory.
2. Call `materializePaperclipSkillCopy` again in a loop for the same
skill.
3. At the same time, call `createTarballFromDirectory` on the skills
directory in a loop.
4. Before this change, most archives fail with `Cannot stat` on
`<skill>.lock`.

**Agent adapter(s) involved**
`claude_local` (ACP, remote sandbox). The function is shared, so
`grok_local` and the Codex and Gemini ACP skill paths also benefit.

## What Changed

- `packages/adapter-utils/src/server-utils.ts`:
`materializePaperclipSkillCopy` hashes the source and checks the
materialized sentinel before it takes the lock. When the copy is
current, it returns without creating the lock directory or a temporary
copy. The existing check inside the lock stays, so a copy that is
missing or out of date still uses the lock as before. The source is
hashed once per call, the same as before.
- `packages/adapter-utils/src/server-utils.test.ts`: a new test holds a
live lock from another owner, then materializes an already-current
skill. The call must return at once and must not change the lock or the
directory.

## Verification

- `cd packages/adapter-utils && npx vitest run
src/server-utils.test.ts`: 132 passed.
- Red/green: without the fix, the new test times out because the call
waits on the live lock. With the fix, it passes.
- `npx vitest run src/acpx-engine/execute.test.ts -t skill`: 15 passed.
- `npx tsc --noEmit -p tsconfig.json` in `packages/adapter-utils`:
passes.
- Real-dependency race check (a temporary script, not committed). The
script used real files and the system tar. It ran
`materializePaperclipSkillCopy` for 5 skills in a loop while
`createTarballFromDirectory` archived the same directory for 8 seconds:
- Before the fix: 1994 of 2307 archives failed with `tar: skill-1.lock:
Cannot stat: No such file or directory`.
  - After the fix: 0 of 2021 archives failed.
- Assumption under test: the sentinel check outside the lock is safe.
The sentinel is written into the temporary copy before the atomic
rename, so a matching sentinel means a complete copy. The lock never
protected readers: the caller already reads `SKILL.md` after the lock is
released.
- Remaining limit: the first materialization of a new skill set still
uses the lock. A concurrent archive of the same directory is unlikely
then, because a run archives the directory only after it has
materialized every skill in it.

## Risks

- Low risk. The change only skips the lock when the result is already
correct. A missing, damaged, or out-of-date copy uses the same locked
path as before.
- No change to the materialized layout, the sentinel format, or the lock
format.

> 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, test runs). The exact context-window size
is not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
nightly/v2026.1021.0-nightly.0 canary/v2026.1021.0-canary.5
2026-10-21 00:14:53 -07:00
f3af9887ca fix(chat): keep each chat conversation in its own wake batch (#17054)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat channels let a linked user talk to an agent from Slack, GitHub
and other platforms. Each external thread is a chat conversation that is
bound to one issue.
> - One issue can have many conversations. A GitHub pull request review
makes one conversation for each inline finding thread.
> - When replies arrive behind an active run, the wake queue merges them
into one deferred wake. The merge did not look at the conversation.
> - A reviewed chat run can attest only one conversation. A merged batch
from two threads always failed attestation with `setup_failed` /
`reviewed_chat_execution_binding_not_authorized`, so no reply got an
answer.
> - This pull request keeps each chat conversation in its own wake
batch. The single-conversation attestation check stays the same.
> - The benefit is that replies in different review threads each get
their own attested run, one after the other.

## Linked Issues or Issue Description

Refs #16793 (related: chat origin during coalescing). No public issue
exists, so the bug report follows.

**What happened?**
A linked user replied in three different inline review-finding threads
of one pull request while the agent's review run was still active. The
three wakes merged into one deferred wake. The promoted run failed in
about 2 seconds with `setup_failed` /
`reviewed_chat_execution_binding_not_authorized` and
`providerWorkStarted=false`. None of the three replies got an answer.
The failed-chat retry cannot recover this batch, because a retry source
holds one conversation.

**Steps to reproduce**
1. Bind two chat conversations (two GitHub finding threads) to one
`in_review` issue.
2. Start a run for the assigned agent on that issue.
3. As the linked user, reply once in each thread.
4. Finish the active run.
5. See one promoted run that fails with
`reviewed_chat_execution_binding_not_authorized`.

**Expected behavior**
Each thread gets its own run. Each run attests its one conversation and
answers its reply.

**Cause**
`findExistingDeferredWake` matched on company, agent, issue and actor
only. The active-run coalesce path had the same gap.
`authorizeChatConversationForBoundRun` correctly denies a batch with
more than one conversation.

## What Changed

- `run-dispatch/domain/wake-context.ts`: add the `chatConversationId`
wake-context key, a reader, and `wakeChatConversationsConflict`. A
conflict means that both wakes have a conversation and the two
conversations are different.
- `issue-assignment-wakeup.ts` and `chat-channels/inbound/wakeups.ts`:
stamp the conversation ID on each inbound chat wake.
- `chat-channels/failed-run-retry.ts`: stamp the conversation ID on
failed-chat retry wakes, so later replies do not merge into a retry from
another conversation.
- `wake-queue` admission: do not coalesce into an active run of another
conversation. The deferred-wake lookup now matches only wakes of the
same conversation or wakes without a conversation.
- `heartbeat/queue.ts`: the same-scope queued or running coalesce target
is skipped when the conversations conflict.
- `doc/execution-semantics.md`: describe per-conversation chat wake
batching.
- Tests: an integration regression in the GitHub review block of
`chat-channels.integration.test.ts`, and unit cases for the active-run
branch in `wake-queue/application/use-cases.test.ts`.

## Verification

- Red before the fix: `pnpm --dir server exec vitest run
src/__tests__/chat-channels.integration.test.ts -t "replies in review
finding threads"`. The main case fails with one run: `{ status:
"failed", errorCode: "setup_failed", error:
"reviewed_chat_execution_binding_not_authorized" }`.
- Green after the fix, same command, 3 of 3 pass:
- Replies in two finding threads give two successive runs. Each run
succeeds, has `paperclipExternalChatExecutionBound: true`, and holds
only its own comment and conversation.
- Two replies in the same thread still give one run with both comments.
- After the linked identity is revoked, each separated run is still
denied (`setup_failed`) and the adapter does not execute.
- `vitest run src/modules/wake-queue src/modules/run-dispatch`: all
pass, with the new cases (different conversation, same conversation, run
without a conversation, non-chat wake).
- Related suites pass: `heartbeat-comment-wake-batching`,
`durable-chat-wakeup`, `chat-failed-run-retry-boundary`,
`issue-queued-comments-routes`, `heartbeat-stale-queue-invalidation`.
- Full `chat-channels.integration.test.ts`: 823 passed, 1 timed out. The
timed-out test (`GitHub terminal receipt composes pinned HTTP and
durable source authority (held_token)`) passes alone with and without
this change. The sandbox has a 4 GB memory cap.
- Not run locally: `pnpm -r typecheck` and `pnpm build`. The server
`tsc` process was killed at the 4 GB sandbox memory cap. CI runs both.
- Runtime dependency note: the deferred-wake lookup adds one JSONB
predicate to the existing deferred-wake query. It reads the same rows.
The query count does not change. The integration regression runs it
against embedded Postgres.

## Risks

- Low risk. No schema change and no migration.
- Behavior change: chat replies from different conversations on one
issue now run one after the other, not in one batch. Before this change,
such a batch always failed, so no working flow becomes slower.
- Wakes without a conversation (non-chat wakes, and wakes queued before
this deploy) keep the old coalescing. A deferred wake from before the
deploy has no conversation key, so one later reply can still merge into
it. That window closes when the queue drains.
- The check keeps the single-conversation attestation in
`authorizeChatConversationForBoundRun`. Revoked identities are still
denied.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), in Claude Code through
the Paperclip agent harness. It used tool use (shell, file editing, test
runs) 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
- [ ] 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
canary/v2026.1021.0-canary.4
2026-10-20 22:47:24 -07:00
Nicky Leach 65f59e339a Extend native instance secrets to project lifecycle plugins (#17034) canary/v2026.1021.0-canary.3 2026-10-20 20:09:16 -07:00
DottaandPaperclip c2daf906d9 fix: preserve task continuation and question delivery (#17045)
## Thinking Path

> - Paperclip manages agent work and delivers its results.
> - One task can need several runs and a saved workspace.
> - A run can succeed while the task waits for its next run.
> - Chat fallback treated that success as completion and dropped useful
status.
> - Monitor runs also lost their conversation origin, and text-question
cards lost their prompt.
> - This change preserves the task outcome and exact delivery authority
across those boundaries.

## Linked Issues or Issue Description

**What happened?**

A Slack task requested a repository, yielded to a scheduled
continuation, and showed only a generic completion message. The next run
could not publish through the original conversation. A later text
question showed its title and Respond button without the question
context. Workspace recovery could commit the saved monitor result
without restoring its explanation.

**Expected behavior**

The original conversation shows the accepted continuation explanation,
receives the resumed result, and displays the full question when input
is needed. A successful provider run does not claim that unfinished work
is complete. Recovery delivers saved output once without another
provider result.

**Steps to reproduce**

Start an authorized chat task, prepare a repository for a later
admission, save a monitor wait, and let that monitor resume the task.
Repeat with workspace finalization interrupted and with a free-text
question. Inspect the originating conversation and the persisted output.

Related merged work: #16806 and #16975. The open monitor and recovery
changes found during duplicate search address different status and
liveness policies.

## What Changed

- Keep committed monitor summaries visible through the shared board and
chat response resolver. Preserve interaction ownership and comment
reuse.
- Recover a saved monitor explanation after finalization, with no
repeated provider result.
- Prove monitor publication origin from the admitted wake and matching
scheduling receipt. Match company, task, agent, requester, and schedule;
reject ambiguous sources.
- Include monitor continuations in the existing publication scan and use
the canonical task binding. Keep current transport authorization.
- Suppress completion fallback for yielded results. Explain missing
final output without claiming completion.
- Include question summaries, prompts, and help text in modal-backed
cards. Keep answered text private.
- Update execution semantics, capability maps, and the bounded
reliability plan.

## Verification

- Original source fails four composed PostgreSQL regressions: monitor
origin, yielded completion, question body, and saved-summary recovery.
The shared response resolver also fails before the repair.
- Repaired focused cohort: 148 tests pass across publication, question
privacy, scheduler, and native monitor suites. These use real disposable
PostgreSQL; they do not qualify live Slack.
- Full workspace typecheck and production build pass locally. Map checks
and whitespace checks pass.
- All CI gates pass at 1701c48f17.
Greptile reports 5/5. Both review findings are resolved. The local
full-suite run remains separate.
- The added 21-admission lineage and cycle regressions pass with the
complete 11-test database suite.
- The larger live Codex/Claude qualification and deployed staging
acceptance remain in progress. This PR does not claim that milestone is
complete.

## Risks

- Incorrect lineage could disclose output to another conversation. The
resolver requires one exact receipt-backed source and the worker still
checks current delivery authority.
- Status recovery could duplicate output or compete with a question. The
source-run presentation marker, saved-comment reuse, interaction
arbitration, and replay tests protect those boundaries.
- No database migration or public task-status change is required.

## Model Used

OpenAI Codex, GPT-6 family, with repository editing, terminal tests, and
browser inspection. The runtime does not expose an exact deployment
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1021.0-canary.2
2026-10-20 20:43:17 -05:00
bbcf5dfe98 fix(heartbeat): renew legacy controller leases on a private pool (#17032)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A legacy (non-native) agent run keeps a controller lease on its
`heartbeat_runs` row. The server renews the lease every 10 seconds. If
no renewal succeeds in 60 seconds, the watchdog stops the run with
`renewal_deadline`.
> - #16359 added timings to lease-loss reports. The first staging event
with these timings shows `deadlineLateMs=0`, `renewalPendingMs=50000`,
and 108 renewals in about 22.5 minutes, where about 135 are expected.
Thus the event loop was not blocked. One renewal UPDATE was in flight
for 50 seconds, and renewals were slow for a long time before the loss.
> - The agent had exited with code 0. The run was in post-execution
`sync_back`. Other runs on the same host completed. No code path held a
lock on the run row across slow work. A later `instruction_save` UPDATE
on the same row completed while the earlier renewal was still pending,
so a row-lock wait does not explain the stall.
> - postgres.js 3.4.9 sends a new query to a busy connection when no
connection is idle (`handler` → `go(busy.shift(), query)` in
`src/index.js`). The query waits behind the statement that is in flight
on that connection. The renewal had no timeout, and the `pending` flag
stopped all later renewals. Thus one slow unrelated statement on the
shared pool can stop a healthy run.
> - This pull request moves lease renewal to a small private pool,
bounds each attempt with a statement timeout, and retries a timed-out
attempt until the existing lease deadline.
> - The benefit is that slow application queries on the shared pool can
no longer cancel a healthy legacy run.

## Linked Issues or Issue Description

Refs #16359 (lease-loss timings that identified this cause)
Refs #16358 (pre-dispatch lease loss becomes retryable; different path)
Refs #16917 (open: keeps a clean adapter result after a lease lapsed; it
does not prevent the loss)
Refs #13389 (open: host sleep / late timers; different cause)

**What happened?**
A staging legacy `claude_local` run was cancelled with `Legacy
controller lease lost (renewal_deadline)` after the agent exited with
code 0. The timings show that the deadline timer ran on time, and one
renewal UPDATE was pending for 50 seconds.

**Expected behavior**
A live controller keeps its lease. Slow unrelated database work does not
cancel the run.

**Steps to reproduce**
1. Create a database client with one pooled connection.
2. Start `select pg_sleep(5)` on that client.
3. Call `watchLegacyControllerLease(...).assertOwned()` with the same
client.
4. Before this change, the renewal waits about 5 seconds behind
`pg_sleep`. With a long enough slow statement, the lease deadline stops
the run.

## What Changed

- `packages/db`: Add `livenessDb(db)`. It gives each `createDb` client a
private pool of at most 2 connections
(`application_name=paperclip-controller-lease`). The pool is created on
first use. Test doubles and transactions get the original client back.
- `packages/db`: Add `closeLivenessDb(db, timeoutSeconds)`. The server
calls it in `closeDatabaseClients`, so shutdown and failed startup end
the private pool too.
- `legacy-controller-lease.ts`: The watchdog renews in a transaction on
the private pool. Each attempt sets a transaction-local
`statement_timeout` of 10 seconds. A timed-out attempt (`57014`) is
retried. After a successful retry, the local deadline is measured from
that attempt's start, because that attempt's UPDATE wrote the fresh 60
second lease. The existing 60 second deadline, the abort race, and the
`renewal_rejected` / `renewal_error` attribution do not change.
`renewLegacyControllerLease` itself does not change, so the
runtime-selection caller inside its own transaction is not affected.
- Tests: a saturated shared pool no longer delays renewal; a renewal
that times out on a locked run row retries and keeps the lease; the
private pool is cached per client, has its own `application_name`, and
closes; after a 45 second timed-out attempt and a successful retry, the
next deadline is a full 60 seconds after the retry. The existing test
doubles now model the transaction.
- `docs/deploy/database.md`: Count the up to 2 extra connections per
server process when you size `max_connections`.

## Verification

- `cd server && npx vitest run
src/services/legacy-controller-lease.test.ts`: 20 passed, on embedded
Postgres.
- Red/green: with the old `legacy-controller-lease.ts` and the new
tests, the saturated-pool test fails with `expected 5018 to be less than
2000`. With the fix, it passes.
- Red/green for the retry deadline: with the deadline measured from the
first attempt, the retry-deadline test fails (`expected true to be
false`) because the run is aborted 15 seconds after the retry. With the
fix, it passes.
- Mutation check: when the timeout retry is removed, the locked-row test
fails with `canceling statement due to statement timeout`.
- `npx vitest run src/__tests__/heartbeat-process-recovery.test.ts -t
"lease|dispatch|controller|interaction"`: 43 passed.
- `npx vitest run src/services/heartbeat/run-completion.test.ts
src/__tests__/heartbeat-orphaned-active-lease-sweep.test.ts`: 53 passed.
- `npx vitest run src/__tests__/server-startup-feedback-export.test.ts`:
passed.
- `cd packages/db && npx vitest run src/work-signals.test.ts
src/client-options.test.ts src/client-teardown-registry.test.ts`: 24
passed. `npx tsc --noEmit` for `packages/db` passed.
- Not run locally: the full server `tsc` and the full server suite. The
sandbox has a 4 GB memory limit, and `tsc` was killed (exit 137). CI is
the gate for the server typecheck, the full tests, and the build.

## Risks

- Each server process can open up to 2 more Postgres connections.
Deployments that are at their `max_connections` limit must allow for
them. The docs now say this.
- A renewal attempt is now 4 statements (BEGIN, `set_config`, UPDATE,
COMMIT) instead of 1. Each statement is a short primary-key operation on
a dedicated connection.
- If many runs wait on locked run rows at the same time, renewals for
other runs can queue on the 2 private connections. The 10 second
statement timeout limits each wait, which is less than the 60 second
lease.
- Behavior for a real lease loss does not change. A rejected renewal and
a non-timeout error still stop the run at once, and the 60 second
deadline still applies.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code in agent mode with tool use (shell, file edit, and test execution).
A read-only subagent helped with code 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 18:13:53 -07:00
Nicky LeachandPaperclip e5351b240a Verify native Runner setup through plugin tasks (#17029)
## Thinking Path

> - Paperclip manages work for AI agents.
> - An environment plugin can own a Runner task.
> - The merged launch-preparation contract lets the execution owner
build the provider configuration.
> - Core still needs a task process owner and a setup test that uses
that configuration.
> - This PR connects the task API to the Runner process-owner contract.
> - Operators can test a plugin environment before Core sends it task
work.

## Linked Issues or Issue Description

**Subsystem affected**

Runner, plugin SDK, and agent environment tests.

**Problem or motivation**

A task-only environment cannot use the shell-based setup path. Core must
verify the Runner hello exchange and process cleanup through dedicated
task operations.

**Proposed solution**

Add a lease-bound task driver and use it for a bounded setup probe. Keep
heartbeat admission and task execution in #16978. This PR follows the
merged launch-preparation contract in #16997.

**Alternatives considered**

A provider declaration alone cannot prove that Runner and the provider
connect. A shell bridge would give the plugin an unnecessary command
interface.

## What Changed

- Pass structured Runner launch data to process owners. Support an
external connection and explicit detach.
- Add typed launch authentication checks and checkpoint operations.
Check lease, run, project, and retained-task authority.
- Connect launch preparation, PRP, termination proof, and credential
handoff to the task driver. Reject local environment overrides during
installed-account setup. Pass saved-account identity and credential home
directly from Core.
- Run a short-lived setup probe through the existing agent environment
test API. Require a verified provider hello and cleanup. Keep saved
Copilot account checks metadata-only through a dedicated task operation.
- Update the Copilot source identity because the shared transport source
changed. Keep provider behavior and the earlier identity fixture.

## Verification

- CI passes on `f987adec7`: 55 successful checks and 5 expected skips.
Standard Greptile and Apex are both 5/5 with no open findings. The
branch merges cleanly with current master.
- Repository typecheck and build pass after the rebase onto the
workspace-provider contract. Server typecheck and build also pass after
the final setup fix.
- The 110 focused lease, SDK, setup, Copilot, and route cases pass after
the rebase. All 14 setup cases pass after the final change. These
include a real local Runner with a test provider. The saved-agent
model-discovery case also passes.
- Apex found that Core's relative workspace marker failed the driver
path check, and non-Codex sessions omitted the observed model. Both
failures were reproduced and fixed. The probe leaves physical workspace
selection to plugin preparation. The transport reads each provider's
observed model and exposes it to the driver. All 14 setup cases, 6
transport peer cases, and both existing real Runner/OpenCode cases pass.
Runner build and server typecheck pass.
- The coverage audit removed two redundant cases, repeated fixture code,
and two extra real Runner launches. It kept authorization, credential
selection, cancellation, lost replies, termination proof, checkpoint
identity, and provider setup checks.
- The Copilot source-identity check passes. The added-line secret and
PII scan passes. The unmerged v52 attestation was regenerated after the
shared transport fix.
- CI on `13faeff02` caught one stale Copilot digest assertion after
attestation regeneration. The literal now matches the candidate
attestation, and all 49 installation cases pass. That CI lane otherwise
passed 1,818 cases.
- An earlier CI run hit an unchanged UI toast timing test. The separate
fix is tracked in #16952. Current CI passes that shard. CI also caught a
stale model-discovery assertion in this change; the assertion is fixed.
- The local full-suite run was stopped when master changed. The final CI
run supplies exact-head full-suite validation. No live Cloud or provider
test was run.

## Risks

- Native hello tests require a saved Core account or the installed
account. Local environment overrides are unsupported for
installed-account probes and fail before the provider runs.
- A native task provider must declare launch preparation and
authentication-check version 1. It must keep the checked configuration
fixed through submission. Core rejects providers that cannot make this
guarantee.
- A lost task reply does not prove process termination. Core retains
grants until the provider proves termination and Core saves required
state.
- This PR does not enable native heartbeat dispatch through plugin
environments. Cloud deployment and live provider validation remain
separate.

## Model Used

OpenAI Codex, GPT-6. The exact model ID and context window are not
exposed in this session. Tool use includes code editing, local tests,
and the GitHub CLI.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:13:09 -07:00
Nicky LeachandPaperclip 79b2bf78dd Create agent records when onboarding names are submitted (#17005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Core onboarding selects an agent and connects its provider account.
> - The current flow creates the agent record after authentication.
> - Setup needs a stable agent identity as soon as the user submits its
name.
> - This PR saves a paused setup record on name submission and finishes
the hire on that same record.
> - The existing sandbox authentication and approval paths continue to
apply.

## Linked Issues or Issue Description

**Subsystem affected**

Core agent lifecycle, shared validators, and onboarding UI.

**Current behavior**

Onboarding creates the database record at the final hire step. Earlier
authentication and saved setup have no agent record.

**Proposed behavior**

Create a paused agent with a setup hold when the user submits its name.
Do this before adapter selection or authentication. Update that same
record after adapter selection. Reuse its ID on retries and saved setup.
Finish that record through the existing hire path.

**Reason and benefit**

Give setup a stable identity without coupling this refactor to computer
provisioning or a new execution backend.

**Breaking changes**

Incomplete setup now leaves an inactive agent record. Existing clients
can still create and hire agents without the new optional fields. The
sandbox authentication flow and API key support remain in place.

**Additional context**

Requested Core-only refactor. Related work: #15422 changes runner
defaults. This PR preserves those choices. No duplicate early-record
refactor was found in the issue and PR search.

## What Changed

- Save the agent when the user submits its name in both onboarding entry
points. Use a provisional adapter until the user chooses one. Reopen
name-only drafts at adapter selection.
- Add retry-safe setup creation and same-record hire completion. Keep
approval checks at final hire.
- Save and restore setup configuration in both onboarding entry points.
Show Finish setup for paused setup agents.
- Restrict setup changes to authorized board users. Block generic resume
until setup finishes.
- Add lifecycle, authorization, connection, and UI coverage. Update the
specification and feature maps.

## Verification

- Latest focused server run: 126 lifecycle and AI-connection tests
passed after the Apex fixes. An earlier broader run passed 301
lifecycle, instruction, adapter-validation, and AI-connection tests.
Earlier authentication, retry, cross-company, and direct-create
regressions also passed.
- Name-save verification: 336 tests across the wizard, naming dialog,
New agent, action-button, and wizard-step suites passed. Coverage
includes retry identity, repeated submission, closing during a save,
saved-model restoration, and a disabled process adapter.
- Shared, server, and UI TypeScript checks passed. The latest UI package
check and direct server TypeScript check passed. The server package
preparation command could not finish locally because Cargo is
unavailable; full build preparation runs in CI. Map checks, token gates,
and `git diff --check` passed; each pushed diff was scanned for
credentials and PII.
- All six onboarding browser tests passed together with installed Chrome
against a fresh throwaway instance after the Apex fixes. They include
numbered duplicate names, first-time Copilot without a connected
account, and Grok’s saved model. They verify early persistence in both
entry points, closing and reopening a name-only draft, same-record
adapter selection, sandbox sign-in, login reload, and failed-connection
gating. Provider responses are simulated; Core persistence is real.
- Regression coverage includes incomplete Copilot creation versus final
validation, Kimi settings through redacted responses, stale local
drafts, company switches during creation, saved environments, and
provider changes with personal/shared old bindings.
- Apex found five name-only setup gaps: numbered names, early Copilot
account validation, the Grok model default, same-name draft ownership,
and provisional runner restoration. The fixes preserve server names,
defer implicit account binding until hire, set Grok’s model, avoid
name-based reuse of unfinished records, and restore Auto for pending
adapter choices. UI, database, and browser regressions cover these
cases.
- Standard Greptile found a Grok provider mismatch in the new adapter
save. The save now uses ACPX with the Grok profile. Both the 129-test
dialog/setup run and a real-API browser regression passed after the fix.
The first browser attempt stopped on an ambiguous empty-roster button
selector; it now scopes the click to the toolbar.
- Moving the save point exposed a saved-model reset and timing
assumptions in the same-name and portal fixtures. The source choice now
preserves the restored model, and tests cover same-name recovery without
a second hire.
- Initial CI exposed direct-create compatibility, concurrent setup
effects, fixture assumptions, and a missing-fields assumption in the
provider-validation guard. These were fixed and verified locally. Review
findings were addressed with authorization, recovery,
credential-persistence, and restored-configuration regressions.
- The final desktop capture passed after host resource cleanup. A repeat
first failed before Core started because macOS had exhausted
shared-memory IDs. Standalone PostgreSQL initialization reproduced the
same error. Releasing only unattached control segments from this task’s
stopped test databases allowed the unchanged revision to pass. No Core
or system setting changed.
- Local database tests required port access outside the sandbox. Missing
declared development dependencies were supplied outside the branch. No
live provider sign-in was tested locally.
- [Full monorepo
CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236)
is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard
Greptile scored 5/5 with zero new comments (check `118969424903`). The
subsequent Apex review also scored 5/5 with zero new comments (check
`118972866331`) on that same commit. All review threads are resolved.
- The separate Superagent Security scan returned neutral/inconclusive
because its pinned merge-base checkout failed or timed out. GitHub
returned 404 for check and suite rerun requests. This is not a
successful security scan; the CI workflow and other security checks
passed.

## Risks

- Users can leave inactive setup records behind, including after name
submission alone. These records cannot run until hire completes.
- Setup completion touches hiring and approval boundaries. Tests cover
retries, company isolation, creator permissions, and approval snapshots.
- An uncertain credential-save result retains its new secret reference
for retry. A confirmed client rejection removes only credentials staged
by that attempt.
- No schema migration or VM provisioning change is required.
Agent-computer integration is out of scope.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:08:57 -07:00