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DottaandClaude Opus 5.5 267f54ef72 fix(chat): make task-not-found, unreachable-MCP and board denials final for agents (#20208)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People talk to their agents in Agent Chat, and the agents act
through the Paperclip API
> - A board-only denial now tells the agent that it is final and where
the person acts (#20151, #20182). Other refusals and errors still give
no sign that they are final
> - So the agent keeps trying until the reply deadline, and the person
gets no answer. In chat evaluations this happened on a task lookup that
returned 404, on an MCP server that Paperclip could not reach, on a
model question, and after a final budget denial
> - This pull request makes those answers say that they are final and
what the person must do, and it tightens the chat guidance after a
board-only denial
> - The benefit is a prompt, correct reply instead of a long search or
forbidden workarounds

## Linked Issues or Issue Description

Refs #20151, #20182 (same remedy for board-only denials).

**What happened**
In four Agent Chat evaluation cases on a slower model, the agent did not
reply before its deadline:
- Asked to open a task from an old link, the agent got `404
{"error":"Issue not found"}`. It quoted the private-task guidance, then
searched archived projects, activity and the old host for 3 more
minutes.
- Asked to connect an MCP server at an unreachable URL, the agent got
`502 {"error":"fetch failed","code":"runtime_error"}` from the health
check. It retried, then used `curl` on the host and gateway IP addresses
to look for the server.
- Asked which coding models an agent can use, the agent got the
runtime's model list in its first minute. The catalog did not say how to
list OpenRouter models or that these lists answer the question, so it
enumerated OpenRouter with the shell until the deadline.
- Asked to raise a budget, the agent got the final board-only denial.
The chat guidance said "Complete other permitted work", so it probed
approvals and other routes and replied too late.

**Expected behavior**
The answer the agent receives says whether it is final and what the
person must do, with a link when the page is known. The agent replies at
once. It does not search other routes, retry, or contact other network
addresses.

**Steps to reproduce**
1. Open Agent Chat with a CEO agent.
2. Ask it to open a deleted task by its old link, or to connect an MCP
server at a closed local port.
3. The agent calls `GET /api/issues/{id}` (404) or `POST
/api/tool-connections/{id}/health-check` (502 "fetch failed").
4. The body says nothing about finality. The agent keeps searching or
probing and replies late or not at all.

## What Changed

- `GET /api/issues/:id`: for an agent, the 404 body adds `code:
"issue_not_visible"` and a `remediation`. It says that the lookup is
final, that the agent must not search other routes or open a similarly
named task, and that it should reply now and offer sharing or pasting. A
missing task, a private task and another company's task get the same
body, so the body reveals nothing. People and other routes keep the
plain body.
- MCP health check and catalog refresh: when Paperclip cannot reach the
server (connection refused, DNS, network, reset, timeout or TLS), an
agent's error adds a `remediation`. It says the person must correct the
URL or start the server, that the agent must not contact other hosts,
ports or network addresses, and it links Connectors (`/<prefix>/apps`).
Status, `error` and `code` do not change.
- `AGENT_CHAT_DIRECTIVE`: after a board-only denial, the agent replies
now instead of making more calls. "Complete other permitted work" is
removed.
- API catalog: `POST /api/companies/{companyId}/tools/connections` says
it saves without a check and points MCP-by-URL setup at
`tools/apps/connect`, which checks the server first and saves nothing
for a fresh setup that cannot reach it. `GET
/api/companies/{companyId}/adapters/{type}/models` says which lists
answer a model question (the runtime's list with `provider`, `acpxAgent`
for ACPX agents and `environmentId`, and `opencode_local` with
`provider=openrouter` for OpenRouter keys), that the OpenRouter list is
not a qualification, and that with those inputs these calls answer the
question. `openrouter` is added to the documented `provider` values.
- API catalog authorization: budget policy upsert, budget incident
resolution, company and agent budget updates, and approval
approve/reject are now listed as board-only. Their routes already call
`assertBoard`, but the catalog said `board_or_agent`, so an agent
explored them as its own action before it got the 403.
- Tests: new `agent-refusal-finality.test.ts` (including the catalog
actor for the budget and approval routes); the private-task access test
now checks that a private and a missing task give an agent the same 404
body; the guidance test checks the new wording.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-refusal-finality.test.ts
src/__tests__/board-access-denial.test.ts
src/__tests__/issue-access-grants-routes.test.ts
src/__tests__/authz-existence-oracle-guard.test.ts`: all pass (embedded
Postgres included).
- `cd server && npx vitest run src/__tests__/error-handler.test.ts
src/__tests__/generic-mcp-connection.test.ts
src/__tests__/openapi-routes.test.ts
src/__tests__/remote-http-rebinding.test.ts
src/__tests__/cloud-portfolio-error.test.ts
src/__tests__/database-backup-catalog-guidance.test.ts`: 183 tests pass.
- `npx tsc --noEmit -p server`: passes.
- Real chat journeys on the chat evaluation branch (runner-opencode):
the results will follow in a comment.

## Risks

- Low risk. HTTP status, `error` and `code` stay the same for each
changed error. Agents get extra top-level fields (`code` on the task
404, `remediation`). A client that compares a whole agent 404 body for
`GET /api/issues/:id` exactly will see a change.
- The task 404 body is the same for missing, private and other-company
tasks, so it adds no existence oracle. Other issue routes keep their
plain body.
- The guidance change can make an agent stop after a board-only denial
in a request that had other, permitted parts. The agent still reports
what it finished.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 04:30:19 -06:00
DottaandClaude Opus 5.5 d2fe85e57c fix(secrets): delete a secret that a binding proposal referenced (#20193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can propose a secret binding. A person approves or rejects it
on a review card.
> - Each binding proposal row refers to one source: a secret or a
pending secret proposal. A check constraint enforces this.
> - The secret reference used `ON DELETE SET NULL`. When a person
deletes the secret, Postgres sets the reference to null. The check
constraint then rejects the row.
> - So a person cannot delete any secret that a binding proposal ever
referenced. The API returns 500.
> - This pull request deletes the proposal rows together with the
secret, as the other source reference already does. Before the delete,
it rejects pending proposals so their cards close with a reason.
> - The benefit is that secret deletion works again and no review card
points at a removed proposal.

## Linked Issues or Issue Description

Refs #15644 (related: block secret deletion while bindings still exist).

**What happened**
`DELETE /api/secrets/:id` returned 500 for a secret that a binding
proposal referenced. The server log showed `new row for relation
"company_secret_proposals" violates check constraint
"company_secret_proposals_shape_check"`. This happened for pending,
rejected and approved proposals. It also happened after the person
removed the agent's binding.

**Expected behavior**
The person can delete the secret. Proposals that referenced it go with
it. A pending review card closes as rejected and tells why.

**Steps to reproduce**
1. An agent proposes a binding for an existing company secret (`POST
/api/agents/me/secret-proposals` with `secretId`).
2. Approve or reject the proposal, or leave it pending.
3. Delete the secret with `DELETE /api/secrets/:id`.
4. The response is 500 and the secret stays.

## What Changed

- `packages/db`: `company_secret_proposals.secret_id` now uses `ON
DELETE CASCADE`, the same as `secret_proposal_id`. Migration
`0452_secret_proposal_secret_cascade.sql` replaces the foreign key
(`DROP CONSTRAINT IF EXISTS`, then `ADD CONSTRAINT`).
- `server/src/services/secrets.ts`: `remove` accepts an optional
`beforeDelete` hook. The hook runs after the secret is marked deleted
and before its row is removed.
- `server/src/services/secret-proposals.ts`: new
`rejectPendingBindingsForSecret`. It rejects pending binding proposals
for a secret with a reason and returns them. This closes their review
cards and writes the normal activity entries. `createBinding` now holds
the secret row `FOR SHARE` in its insert transaction and refuses a
deleted secret. So no new pending proposal can start after the delete
marks the secret deleted.
- `server/src/routes/secrets.ts`: the delete route rejects pending
proposals in `beforeDelete`. For each one it sends the normal rejection
notice and wake (`notifySecretProposalResolution`), so the proposing
agent continues.
- `server/src/__tests__/secret-proposals-routes.test.ts`: a regression
test deletes a secret with a pending, rejected and approved binding
proposal through the route. It checks the secret and proposal are gone,
the card status is correct, and only the pending case sends one
rejection notice and one wake. A second test checks that a binding
proposal for a secret that the delete already marked deleted fails with
404.

## Verification

- Red first: the new test failed on `origin/master` with the shape-check
violation for all three cases.
- `cd server && vitest run --config vitest.config.ts
src/__tests__/secret-proposals-routes.test.ts`: 47 passed.
- `vitest run src/__tests__/chat-run-milestone-governed-work.test.ts
src/__tests__/agent-secrets-routes.test.ts
src/__tests__/secrets-service.test.ts`: 112 passed.
- `tsc --noEmit` for `server` and `packages/db`: pass. `pnpm --filter
@paperclipai/db run check:migrations`: pass.
- Found by the `secrets.secret-proposal` chat evaluation. Its cleanup
deletes the fixture secret and failed on this error in runs 42563093640
and 42571127911.

## Risks

- The migration only replaces one foreign key. It does not rewrite rows.
Existing rows already have a non-null `secret_id` or
`secret_proposal_id`, so nothing else changes.
- Deleting a secret now also deletes its binding proposal rows. The
activity log keeps the proposal history (`secret.proposal.*` and
`secret.deleted`). Secret-kind proposal rows that created the secret
keep `created_secret_id ON DELETE SET NULL`, so their history stays.
- Other paths that delete secrets (company deletion, user secret
cleanup) now cascade instead of failing on the same constraint. They do
not reject pending cards first.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 03:54:07 -06:00
DottaandClaude Opus 5.5 6383eb8033 fix(authz): require board authority for agent budget changes on every route (#20213)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Budgets stop agent spending. The budget hard stop is a control-plane
invariant
> - The budget routes (`PATCH /api/agents/:id/budgets`, `PATCH
/api/companies/:id/budgets`) are board-only
> - `PATCH /api/agents/:id` also accepts `budgetMonthlyCents`, and the
configuration service writes the agent budget policy from it. That route
had no board check for the field
> - So an agent, such as a CEO, a manager or the agent itself, can
change a monthly budget without a board user. This is a second route
around a board-only control, like the pause bypass that #20164 fixed
> - This pull request applies the budget route authority to every route
that writes an agent budget, and gives agents the final board-only
denial with a link to the budget page (#20151)
> - The benefit is that only the board changes budgets, and an agent
that asks gets a final answer that it can pass to the person

## Linked Issues or Issue Description

Refs #17857 (earlier fix, now in conflict with master; this PR rebases
it and adds the budget page link). Refs #20164 and #20151 (same pattern
for PATCH status and board-only denials).

**What happened**

An agent can send `PATCH /api/agents/{id}` with `budgetMonthlyCents`.
The route accepts it, and the configuration service writes the agent
budget policy. This works for the agent's own budget and, with update
permission, for other agents. The same field also reaches budget policy
through a configuration rollback, direct agent creation, an immediate
hire and a built-in agent provision. A chat eval
(`budgets-costs.resolve-budget`) found the route.

**Expected behavior**

Only a board user can change an active budget, as on the dedicated
budget routes. An agent gets `403` with code `board_access_required`.
The denial says it is final and links the agent's budget tab
(`/<prefix>/agents/<id>/budgets`) or the company budgets page
(`/<prefix>/activity/budgets`). An agent can still propose a budget in a
hire that waits for board approval. The approving board user activates
it.

**Steps to reproduce**

1. On master, authenticate as an agent of a company (for example the
CEO).
2. Send `PATCH /api/agents/{agentId}` with body `{"budgetMonthlyCents":
5000}`, for its own id or for another agent.
3. See `200`. The agent budget policy changes with no board action.
4. The new route tests reproduce this: on master source they fail with
`expected 200 to be 403`.

## What Changed

- `PATCH /api/agents/:id`: a changed `budgetMonthlyCents` requires a
board actor. An unchanged amount with other edits still works.
- Configuration rollback: a rollback that changes the budget requires a
board actor.
- `POST /api/companies/:id/agents` and an immediate `agent-hires`: a
positive budget requires a board actor. A hire that needs board approval
keeps the proposed budget and does not activate it before approval.
- Built-in agent provision: a budget override requires a board actor.
- `prepareAgentConfiguration` rejects an agent-originated budget change
again (defense in depth). An agent rollback with an unchanged amount
does not rewrite the policy.
- Board writes keep the actual operator identity. The initial hire
budget is saved in the hire transaction.
- `assertBoard` and `boardAccessRequired` take an optional board page.
Budget denials link the agent's budget tab or the company budgets page,
not the general agent profile.
- Agent access map updated.
- This includes the four commits of #17857 (f970f6b01f, 8c06aba41c,
e5682d22fa, b6cd49d4b6), rebased onto master with the conflicts
resolved, then squashed.

## Verification

- Red on master source, same tests: 12 budget tests fail. The PATCH
tests fail with `expected 200 to be 403` for the agent's own budget and
for a CEO on another agent. Built-in provision fails with `expected 200
to be 403`. Creation and immediate hire fail with `expected 201 to be
403`.
- Green with the fix: `cd server && npx vitest run
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/built-in-agent-routes.test.ts
src/__tests__/built-in-agents.test.ts
src/__tests__/agent-hire-idempotency-routes.test.ts
src/__tests__/board-access-denial.test.ts
src/__tests__/agent-budget-configuration.test.ts`: 222 passed.
- `src/modules/agent-lifecycle/__tests__/lifecycle.test.ts` (embedded
Postgres): 76 passed.
- `agent-skills-routes`, `agent-adapter-validation-routes`,
`openapi-routes`, `agent-cross-tenant-authz-routes`: 275 passed.
- `node scripts/check-maps.mjs`: passed. `git diff --check`: passed.
- Server `tsc --noEmit`: no errors in changed files. One error in
`native-session-executor.ts` comes from a linked runner build in the
local worktree, not from this change. CI runs the full typecheck.

## Risks

- Agent clients that set an active budget directly now get `403`. They
must propose the budget in an approval-gated hire, or ask a board user.
- Agent creation with no budget or a zero budget is not changed. Pending
hire budgets do not activate before approval.
- Trusted internal plugin provisioning keeps its prior behavior and gets
no board identity.
- No schema or migration change.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), with tool use and code
execution, in Claude Code. The rebased commits from #17857 were first
written with OpenAI `gpt-6.1-sol` through Codex.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 02:50:16 -06:00
DottaandClaude Opus 5.5 fc5c79a327 fix(guidance): tell agents who acts and which page to link for person-only steps (#20206)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents in chat read the API catalog (`search_api`) and
`connections_search` to learn what they can do and who must act
> - Some requests need a step that only a person can take: connect an
assistant, allow a quarantined app action, turn on an experiment, enter
an API key, or finish their own connection request
> - For these steps, no catalog entry or search result said who acts or
which page to link, and none of them returns a board-only 403, so the
denial guidance from #20151 and #20182 does not reach them
> - The agent knew a person had to act, searched for the page until its
turn ran out, and never replied
> - This pull request puts the fact and the exact page link where the
agent already looks, following #20152 and #20170
> - The benefit is that the agent replies at once with the right page
instead of timing out

## Linked Issues or Issue Description

Refs #20151, #20152, #20170, #20182

**What happened**

In chat, five requests ended with no reply. The agent searched the API
until the turn deadline:
- "Connect my assistant so it can see our tasks." `GET /api/mcp/setup`
is refused for agents. Its catalog entry had no description, so the
refusal text "Its catalog description says who can use it" pointed at
nothing.
- "Use the app's new export feature." The new action was quarantined. No
catalog entry said where a person reviews it.
- "Let me chat with Morgan over iMessage." `connections_search` hides
chat channels while the Chat connectors experiment is off, so the agent
could not find iMessage or the setting that hides it. `POST
/api/companies/{companyId}/chat-endpoints` also accepted a draft
endpoint for the turned-off provider.
- "Connect my account using an API key." The service was the person's
own MCP server. `connections_search` returned no result and did not name
the secure "Connect your own MCP server" page.
- "I will finish Alex's connection request for them." No catalog entry
said that only the addressee can resolve a connection request card.

**Expected behavior**

The agent says who must act, links the exact page, and replies in the
same turn. It does not search further, does not ask for a key in chat,
and does not create another request.

**Steps to reproduce**

1. Ask a chat agent one of the five requests above, in the matching
state (for example, Chat connectors off, or a quarantined catalog
entry).
2. Watch the run events. The agent calls `search_api` and `call_api`
until the turn deadline and posts no reply.

## What Changed

- `server/src/routes/openapi.ts`: add catalog descriptions that say who
acts, link the page, and say not to search further:
- `GET /api/mcp/setup` and `POST /api/mcp/requests/{id}/consent` link
[Assistant connections](/<prefix>/apps/assistant-connection) and say the
consent screen offers only access within the person's own role.
- `GET /api/tool-connections/{connectionId}/catalog`,
`.../review-counts` and `GET
/api/companies/{companyId}/tools/apps/attention` say a quarantined
action waits for a person on
`/<prefix>/apps/<connectionId>/permissions`.
- The four `/api/connection-intents/{interactionId}/...` routes say only
the addressee can resolve the card, and link the task that holds it.
- `server/src/services/connection-intents.ts`:
- While Chat connectors is off, a search that names a chat-only channel
(for example iMessage) returns it as `unavailable`, with a reason that
links `/<prefix>/company/settings/instance/experimental`. Channels that
also offer tools, such as Slack, keep their current result.
- A single `unavailable` result now always gets the "explain the reason,
do not bypass" instruction.
- When no listed service matches and the person gave the service's own
server URL, the instruction links `/<prefix>/apps/byo`, the secure
"Connect your own MCP server" page, and says never to ask for a key in
chat.
- `server/src/routes/chat-channels.ts`: `POST
/api/companies/{companyId}/chat-endpoints` returns 403 with the
Experimental settings page while the provider's experiment is off (Chat
connectors, or GitHub review bots for GitHub). AgentMail is unchanged.
The catalog entry says the same. The UI already hides the setup pages in
this state.
- `GET /api/issues/{id}/interactions` says only the addressee resolves a
connection request card.
- A hidden channel that an aggregator can serve (for example Discord)
keeps its aggregator routes instead of the unavailable result.
- Tests: `person-only-page-guidance.test.ts` checks the catalog text and
that every named page is a route that `ui/src/App.tsx` mounts.
`connection-intents-service.test.ts` covers the hidden channel (off and
on) and the own-server page.

## Verification

- `cd server && npx vitest run
src/__tests__/person-only-page-guidance.test.ts
src/__tests__/connection-intents-service.test.ts` passes.
`chat-channels.integration.test.ts` passes with `-t` for every test that
posts to the create route.
- These related suites pass: `openapi-routes`,
`connection-aggregator-fallback`, `generic-mcp-connection`,
`assistant-connections-guidance`,
`company-model-service-settings-guidance`, `board-access-denial`,
`email-channels.integration`, and the eight suites that import
`runner-api-catalog`.
- `npx tsc --noEmit -p server` shows no errors in the changed files.
- End to end: the full-stack chat evals for the five requests ran on a
branch with this change. The run results are in the comments below.

## Risks

- Low risk. The change is text in the API catalog and in
`connections_search` results, plus one result for a channel that was
hidden before.
- A hidden channel now shows in search as `unavailable` with no methods.
It cannot be set up from the result, so the gate stays in place.
- Chat endpoint creation is now refused while the experiment is off.
Callers that created endpoints with the setting off now get 403. Three
integration tests that relied on that now turn the setting on first, and
a new test covers the refusal.
- The single-`unavailable` instruction now also applies in suggestion
mode. Before, that mode told the agent to "respect unavailable states"
with no reason.

> 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`), used through Claude
Code with tool use (shell, file edits, test runs).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 02:36:57 -06:00
DottaandClaude Opus 5.5 09e24dd12c fix(authz): say every plugin management step is board-only in plugin denials (#20207)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People ask a chat agent to do work, and some of that work is
board-only, such as plugin management
> - When an agent gets a board-only denial, the denial tells it to stop
and reply with a link to the board page
> - The denial only spoke about the one route that was denied. An agent
that read the plugin list first was not told that plugin configuration
and secret binding are also board-only
> - The agent then searched the API catalog for an agent route to
configure the plugin. It searched for 110 seconds, and its reply came
after the chat window closed
> - This pull request adds one fact to every board-only denial on a
plugin route: all plugin management steps have no agent route
> - The benefit is that the agent replies at once with the plugin
settings link, and does not search for a route that does not exist

## Linked Issues or Issue Description

Refs #20182 (the plugin denial link and "reply now" text that this
builds on).

**What happened**

In the chat eval `plugins.configure-plugin`, the person asked the agent
to finish configuring the preview plugin. The agent called `GET
/api/plugins` and got the board-only denial. Its reasoning said: "Denial
final. But ... perhaps the preview plugin is configured through a
different route accessible to agents". It then made 14 more catalog
searches for plugin config, credential and secret-binding routes. The
run did not reply before the 150 second chat window closed.

**Expected behavior**

After a board-only denial on any plugin route, the agent replies now. It
says that a board user must configure the plugin, and it links the
plugin settings page.

**Steps to reproduce**

1. Install a plugin that has a required secret setting, and do not
configure it.
2. In chat, ask an agent: "Finish configuring the preview plugin."
3. The agent calls `GET /api/plugins` and gets 403 "Board access
required".
4. Before this change, the denial does not say that configuration and
secret binding are also board-only, and the agent searches for another
route.

## What Changed

- `server/src/routes/authz.ts`: a board-only denial for an agent on any
`/api/plugins` route adds one sentence. The sentence says that listing,
installing, configuring (including choosing a secret for a plugin
setting), enabling, disabling, upgrading and removing plugins have no
agent route.
- Other board-only denials do not change. Plugin tools that are assigned
to an agent are not mentioned, so tool use is not discouraged.
- `server/src/__tests__/board-access-denial.test.ts`: a regression test
for the plugin list and plugin config denials, and a negative check for
a non-plugin denial.

## Verification

- `cd server && npx vitest run
src/__tests__/board-access-denial.test.ts` passes (26 tests).
- Without the `authz.ts` change, the new test fails.
- The chat eval `plugins.configure-plugin` is rerun on a case branch
that includes this commit. The result is in the PR comments.

## Risks

- Low risk. The change only adds text to the 403 body that agents get.
People and board actors get the same body as before.
- The sentence is a fact about the current routes. Every plugin
management route uses `assertBoard`, `assertBoardOrgAccess` or
`assertInstanceAdmin`. If a plugin management route becomes
agent-accessible later, this sentence must change too.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 01:41:57 -06:00
DottaandClaude Opus 5.5 7c65a2f479 fix(authz): link plugin settings and say reply now on board-only denials (#20182)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat agents run with agent credentials, and plugin management routes
are board-only
> - A board-only denial tells the agent the denial is final and links
the board page that holds the control, when the page is known (#20151)
> - Plugin routes had no known page, so the denial said "link a page
only if you already know its route"
> - In a chat eval, an agent asked to finish configuring a plugin got
this denial and kept searching the API for about two minutes, so it did
not answer in time
> - This pull request names the plugin manager, or that plugin's
settings page, in the denial
> - The benefit is that the agent can hand the step to the person with a
working link right away

## Linked Issues or Issue Description

Refs #20151

**What happened**
An agent that called a board-only plugin route (for example `GET
/api/plugins` or `POST /api/plugins/:pluginId/config`) got the generic
remediation with no page. In the `plugins.configure-plugin` chat eval,
the agent kept calling `search_api` for another plugin route after the
403 and did not reply within the 150-second window.

**Expected behavior**
The denial names the page where a board user does the step: the plugin
manager (`/<prefix>/company/settings/instance/plugins`) or the plugin's
settings page (`/<prefix>/company/settings/instance/plugins/<id or
key>`). No link is given when the operator hides plugin management
(`PAPERCLIP_HIDDEN_SETTINGS=instance.plugins`).

**Steps to reproduce**
1. Install a plugin.
2. As an agent, call `POST /api/plugins/<pluginId>/config`.
3. See a 403 `board_access_required` remediation without a plugin page.

## What Changed

- `server/src/routes/authz.ts`: board-only denials on `/api/plugins`
routes link the plugin manager, or the plugin's settings page when the
path names a plugin UUID or key. The plugin settings page accepts
either. No link when plugin management is hidden.
- `server/src/routes/authz.ts`: every agent board-only denial now says
to stop working on the denied step and reply now. With the plugin link
alone, the eval agent still searched the API for two more minutes.
- `server/src/routes/authz.ts`: any manifest-format plugin key
(including dot-free keys such as `my-plugin`) gets a direct link; plugin
manager endpoints (`examples`, `install`, `tools`, `ui-contributions`)
link the plugin list.
- `ui/src/pages/PluginSettings.tsx`: custom settings slots match by
plugin key as well as plugin id, so a page opened by key shows the
plugin's own settings.
- `server/src/__tests__/board-access-denial.test.ts`: cases for list,
install, config by id, disable by key, a dot-free key, manager
endpoints, and the hidden-settings case.
`ui/src/pages/PluginSettings.test.tsx`: opening the page by key mounts
that plugin's settings slot.
- Merged `master`, keeping its project access-members denial cases.

## Verification

- `cd server && npx vitest run src/__tests__/board-access-denial.test.ts
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/environment-routes.test.ts
src/__tests__/execution-workspace-runtime-lease-route.test.ts`: 241
passed after merging master.
- `cd ui && npx vitest run src/pages/PluginSettings.test.tsx`: 9 passed;
the new key-route case fails without the `PluginSettings` change.
- `cd server && pnpm typecheck`: passes.

## Risks

- Low risk. Only the remediation text of agent board-only denials on
`/api/plugins` routes changes. Board users and authorization do not
change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 00:39:39 -06:00
DottaandClaude Opus 5.5 7086019d4b fix(api-catalog): say Agent Chat is always on instead of offering a retired toggle (#20169)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents learn what the API can do from the API catalog at
`/api/openapi.json`
> - PR #19360 made Agent Chat standard. The `enableAgentChat` key is now
retired: it always reads true, and the app ignores written values
> - The catalog still lists `enableAgentChat` as an ordinary boolean on
the experimental settings operations, with no note that it is retired
> - An agent that was asked to "Enable Agent Chat on this instance" read
the catalog and told the person to turn on a toggle in Instance Settings
→ Experimental. That toggle no longer exists
> - This pull request adds a note to both experimental settings
operations: Agent Chat is always on, the key is retired, and agents must
tell people it is already on
> - The benefit is that agents give a correct answer and do not send
people to a control that is not there

## Linked Issues or Issue Description

Bug report (no public issue exists).

**What happened**
An agent was asked "Enable Agent Chat on this instance." It read `PATCH
/api/instance/settings/experimental` in the API catalog and found
`enableAgentChat`. It replied that an admin must open Instance Settings
→ Experimental and turn on Enable Agent Chat. That toggle was removed in
#19360, and Agent Chat is already on for everyone.

**Expected behavior**
The agent says that Agent Chat is already on (the person is using it),
and that nothing must be enabled.

**Steps to reproduce**
1. Open a chat with an agent on any current instance.
2. Send "Enable Agent Chat on this instance."
3. The agent reads the experimental settings operation in the API
catalog and sends you to a settings toggle that does not exist.

Refs #19360

## What Changed

- `server/src/routes/openapi.ts`: the GET and PATCH
`/api/instance/settings/experimental` operations now say that Agent Chat
is always on, that `enableAgentChat` is a retired compatibility key that
always reads true and ignores written values, and that agents must tell
people it is already on instead of sending them to a toggle.
- `server/src/__tests__/openapi-routes.test.ts`: a regression test
checks this note on both operations.
- The note says Agent Chat "needs no setup" instead of "there is nothing
to enable", so it does not match unrelated keyword searches. The runner
API no-results test (`nothing-zzzzzzzzzz`) had matched the word
"nothing".

## Verification

- `cd server && npx vitest run src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` passes (2108 tests), and
the server `tsc --noEmit` passes.
- The chat eval `instance-operations.instance-settings` found this
defect. Its run log shows that the agent reasoned from the catalog
schema ("The setting is `enableAgentChat` on PATCH
/api/instance/settings/experimental").

## Risks

- Low risk. This changes only catalog description text. It does not
change behavior, validation or the schema.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 00:11:13 -06:00
DottaandClaude Opus 5.5 b07399c241 fix(authz): link the project's access settings when an agent cannot share a project (#20176)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Some actions are board-only. When an agent calls one, the 403 denial
tells it that the denial is final and, when known, links the board page
that holds the control
> - Project sharing (`/api/projects/:id/access-members`) had no known
page, so the denial told agents to link a page only if they already knew
its route
> - An agent asked to "Let Riley see the acquisition project" got this
denial. It told the person to look for "access/sharing settings" and
gave no link, so the person had to search for the control
> - This pull request maps project access-member routes to the project's
Configuration page, where the Manage access control is
> - The benefit is that agents give people a direct link to the control
that shares a private project

## Linked Issues or Issue Description

Bug report (no public issue exists).

**What happened**
An agent tried to add a person to a private project. `POST
/api/projects/:id/access-members` returned 403 "Board access required"
without a page link. The agent told the person to find the project's
access or sharing settings in the web app and gave no link.

**Expected behavior**
The denial links the project's Configuration page
(`/<prefix>/projects/<id>/configuration`), where Manage access is. The
agent gives that link to the person.

**Steps to reproduce**
1. Create a private project and give an agent access to it.
2. In chat, ask the agent to let another company member see the project.
3. The agent's access-member request is denied, and its reply has no
link to the sharing control.

Refs #20151

## What Changed

- `server/src/routes/authz.ts`: board-only denials for
`/projects/:id/access-members` (and its member subpaths) link "the
project's access settings" at `/<prefix>/projects/<id>/configuration`.
The link uses the resolved route project ID, so short references such as
`/api/projects/acquisition/access-members` also get the link. Without a
resolved UUID, the denial falls back to the generic instruction.
- `server/src/__tests__/board-access-denial.test.ts`: cases for add and
remove access-member denials, plus a short-reference case that goes
through a route param resolver.

## Verification

- `cd server && npx vitest run
src/__tests__/board-access-denial.test.ts` passes (17 tests). The
short-reference test fails on the previous matcher. The server `tsc
--noEmit` passes.
- The chat eval `projects.share-project` found this gap: in one run the
agent linked the project, and in the next run it gave no link.

## Risks

- Low risk. This changes only the remediation text in an agent's 403
response. It does not change authorization.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 00:11:08 -06:00
DottaandClaude Opus 5.5 2fc0293586 fix(api): tell agents only the person can revoke assistant connections, and where (#20170)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People connect external assistants to Paperclip, and each person
manages their own assistant connections in the browser
> - Chat agents find API routes through `search_api` and call them with
`call_api`
> - The catalog entries for `/api/mcp/connections` did not say who can
use them or which page holds the control
> - `call_api` refuses these routes as protocol endpoints, and its
message did not say the refusal is final
> - A chat agent asked to "disconnect my old assistant" searched for an
agent route for its whole turn and did not reply
> - This pull request names the person-only boundary and the page in the
catalog, and makes the refusal final
> - The benefit is that the agent replies at once with a link to the
page where the person revokes the connection

## Linked Issues or Issue Description

No public issue exists. This is a bug report.

**What happened**

A person asked the chat agent: "Disconnect my old assistant, but leave
the website task running." The agent found `DELETE
/api/mcp/connections/{id}`. `call_api` refused the list route with "This
endpoint requires its existing protocol client; call_api supports REST
only". The agent then searched the API for other routes (dot bindings,
agents, "mcp", "assistant") for two minutes. The turn timed out with no
reply. The agent wrote in its reasoning that there "must be a supported
path".

**Expected behavior**

The agent tells the person that only they can revoke the connection,
links the Assistant connections page, and says the delegated task keeps
running.

**Steps to reproduce**

1. Connect two assistants to a company as one person. Let the first
assistant create a task for an agent.
2. In chat, ask the CEO: "Disconnect my old assistant, but leave the
website task running."
3. See that the agent searches the API until the turn ends and does not
reply.

## What Changed

- `server/src/routes/openapi.ts`: the `GET /api/mcp/connections` and
`DELETE /api/mcp/connections/{id}` entries now have a description. It
says only the signed-in person can list or revoke their assistant
connections, links `[Assistant
connections](/<prefix>/apps/assistant-connection)`, notes that the
connected assistant itself can revoke its own token through OAuth token
revocation, says not to search for another route, and says that tasks
the assistant already created keep running.
- `server/src/services/native-runtime/runner-api-client.ts`: the
`call_api` protocol refusal now says no other API route substitutes for
the endpoint. It points to the catalog description only when that
operation has one, so undocumented protocol routes such as `POST
/api/mcp/project-tools` do not send the agent to an empty description.
- `server/src/__tests__/assistant-connections-guidance.test.ts`: new
regression test. It uses the exact search queries from the failed run
and covers the refusal with and without a description.
- `server/src/__tests__/public-mcp.test.ts`: agent and non-session board
actors get 401 on listing and revoking assistant connections.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/assistant-connections-guidance.test.ts
src/__tests__/primary-agent-guidance.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` passes (2111 tests).
After the review fixes,
`src/__tests__/assistant-connections-guidance.test.ts
src/__tests__/public-mcp.test.ts
src/services/native-runtime/runner-api.test.ts` passes (2157 tests), and
the server `tsc --noEmit` passes.
- The new test fails on `master` without the change (2 failures) and
passes with it.
- The end-to-end check is the
`assistant-connections.revoke-personal-grant` chat eval with this commit
cherry-picked.

## Risks

- Low risk. The change is catalog text and one error message. No route,
permission or data behavior changes.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 00:08:31 -06:00
DottaandClaude Opus 5.5 5a51a7685d fix(budgets): raise_budget_and_resume continues the work its budget stopped, once (#20144)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:56:28 -06:00
DottaandClaude Opus 5.5 b54317d3fb fix(native): give a preparing run's first turn the user's queued messages instead of interrupting it (#20168)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A Paperclip Runner (native) run prepares its workspace and
environment before it starts its first provider turn. This can take
about a minute.
> - A user's message that arrives during that time waits as a deferred
wake behind the run. The Interrupt control then cancelled the run before
any provider turn.
> - The cancel threw away the whole preparation. A new run had to
prepare again, so the user waited longer for the first token.
> - This pull request gives the run's first turn the queued messages.
The run seals its first-turn input immediately before `turn.start`, so
the messages are part of the prompt that the turn starts with.
> - The benefit is that the user sees the message handled in the same
run, with no cancel and no second preparation.

## Linked Issues or Issue Description

**What happened?**
A Paperclip Runner run took about 54 s to prepare (environment startup,
workspace, runtime selection). The user sent a second message 32 s into
that time and clicked Interrupt 21 s later. Interrupt cancelled the run
as `operator_interrupted` ("Interrupted to send queued messages") before
any provider turn. A new run then prepared again from the start. The
runtime-selection transaction that froze the run's input completed about
5 s before the click, and the coordinator claim came 4 s after it, so
the message could not be given to the first turn at any point in the old
code.

**Expected behavior**
When a user message arrives for a task whose current run has not started
its first provider turn, the run does not stop. The message goes into
that run's first turn. A run that is in a turn is interrupted as before.

**Steps to reproduce**
1. Assign a task to a Paperclip Runner agent with a sandbox environment,
so preparation takes a long time.
2. While the run prepares, post a second comment on the task.
3. Click Interrupt on the queued message before the run starts its
provider turn.
4. See that the run is cancelled and a new run prepares again.

**Paperclip version or commit**
Staging revision b43cccbb0.

## What Changed

- `server/src/services/native-runtime/first-turn-queued-input.ts` (new):
`claimFirstTurnQueuedInput` seals a run's first-turn input in one
transaction. It locks the task, the deferred wakes, and the run in the
same order as the queue routes. It takes the responsible user's plain
queued comments in queue order (not interaction answers, interrupt
intents, independent continuations, conversations, or other users'
messages). It renders them with source-trust sanitizing and secret
redaction, then writes a `firstTurnQueuedInput` receipt
(`paperclip.first-turn-queued-input.v1`) into the run context. A second
call for the same run returns the same messages.
`runAcceptsFirstTurnQueuedInput` is true for a running native (or
preparing native) run that has no receipt and no accepted provider turn.
- `packages/paperclip-runner/src/native-session-runtime.ts`: new
`getFirstTurnQueuedInput` option. The runner calls it immediately before
the first `session.startTurn` and appends the result to `task.prompt`
(or to `events` for a resumed-session continuation envelope). It is not
called for the disposition-only recovery turn.
- `native-session-executor.ts`: passes the claim to the runner. A failed
seal commits nothing, so the executor logs it and starts the turn
without the messages. The messages stay queued.
- `queued-comment-delivery.ts`: a message in a run's receipt counts as
delivered only after the provider accepted that run's turn
(`turn.accepted` or the provider's `turn.started`), and only if the
message was not edited after the seal. Release promotion, Send, and
later first turns use this rule. `explicit-native-continuation.ts` uses
the same rule for stopped native runs.
- `routes/issues.ts` Interrupt: when the target run has not sealed its
first turn and has no accepted turn, the route does not record interrupt
intent and does not cancel the run. The response has
`executionWait.reason = "first_turn_pending"`. Other runs are
interrupted as before.
- Queue views (`routes/issues.ts` and the wake-queue adapter) hide
messages that the active run took into its first turn. Queue edits keep
those ids on the wake, so a run that fails before acceptance still
leaves them queued.
- `run-state.ts`: the issue-control run projection includes the receipt,
so the queue poll can hide taken messages.
- `doc/execution-semantics.md`: new section "Queued messages before a
native run's first turn".

## Verification

- Red before the fix, green after:
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-queued-comments-routes.test.ts -t "first
turn|already started"`: Interrupt on a preparing run and on a claimed
native run before `turn.start` does not stop the run, and the first turn
gets both messages in order. Before the fix, both cases cancelled the
run.
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/native-session-runtime.test.ts -t "first-turn queued input"`: the
claim runs immediately before `turn.start`, and the first turn's prompt
ends with the queued messages. Before the fix, the claim was never
called.
- `pnpm --filter @paperclipai/server exec vitest run
src/services/native-runtime/first-turn-queued-input.test.ts`: a run that
fails before `turn.start` leaves the message queued. The next run
delivers it, and after that no later run or copied retry context takes
it again. Before the delivery rule, the "exactly once" and "accepted
then failed" cases failed.
- Safety cases that pass before and after: Interrupt still cancels a run
whose provider accepted a turn (including a run saved by the previous
release with no receipt) and a run whose first-turn input is already
sealed. The existing "explicit interrupt fallback" cases for preparing
and native runs without a responsible user still pass.
- Speed: the seal is one short transaction before `turn.start`. In the
embedded-Postgres test it took 5.5 ms. It removes a full second
preparation (54 s on staging) from the message-to-first-token time.
- Related suites: `src/modules/wake-queue`,
`explicit-native-continuation`, `issue-queued-comment-queue`,
`issue-queued-comments-routes`, `queued-comment-consumption`,
`heartbeat/run-state` (888 tests), `native-session-executor.test.ts`
(1306 tests), and the full `native-session-runtime.test.ts` (238 tests)
pass. `pnpm --filter @paperclipai/server typecheck` passes.
- Not done: no live run against a real provider or sandbox. Staging was
read only.

## Risks

- Previous-release state: a deferred wake saved by the previous release
has the same shape and is taken normally. A run saved by the previous
release has no receipt. If it is resumed before its first turn, it seals
on the new release. If its provider already accepted a turn, Interrupt
stops it as before. A run saved by the previous release while it was in
`turn.start` but before acceptance counts as unsealed, so in that short
window an Interrupt does not stop it and the message is delivered at the
turn boundary.
- Rollback: if the server rolls back after a run sealed and its turn was
accepted, the old release does not read the receipt and can deliver
those messages a second time.
- A first turn that does not use the fresh-turn path (restart
continuation, disposition-only recovery) does not call the claim. Its
messages are delivered at the turn boundary as before.
- A message that arrives after the seal waits for the turn boundary.
Interrupt stops the run as before.
- No schema migration. The receipt is a key in the run context.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:44:18 -06:00
DottaandClaude Opus 5.5 8e5959c759 fix(agents): keep pause board-only and resume grant-gated on the PATCH status route (#20164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board governs the agent lifecycle: pause, resume and terminate
> - The V1 permission matrix says agents may never pause an agent, and
may resume one only with a direct `agents:configure` change grant
> - `POST /api/agents/:id/pause` and `POST /api/agents/:id/resume`
enforce this, but `PATCH /api/agents/:id` with a `status` ran the same
lifecycle change after only the agent-configuration check
> - The `agents.pause-agent` chat eval caught it: the CEO agent paused
Morgan itself through `PATCH`, although the case (and the spec) expect a
board user to do it
> - This pull request applies the dedicated routes' checks to `PATCH`
status changes, as #19955 did for termination
> - The benefit is one lifecycle authority, with no second route around
it

## Linked Issues or Issue Description

Refs #19955

**What happened**

An agent that may configure another agent could pause it with `PATCH
/api/agents/{id}` `{ "status": "paused" }`, although `POST
/api/agents/{id}/pause` is board-only. The same `PATCH` with `{
"status": "idle" }` resumed an agent without the change-grant decision
and without the invalid-org-chain guard that `POST /resume` applies. In
a chat eval run, the CEO agent paused Morgan this way and reported
"Morgan is paused".

**Expected behavior**

Pause is board-only on every route (`doc/SPEC-implementation.md` section
9.3: "Pause/resume agent ... pause: no; resume: direct
`agents:configure` grant only"; "Pause, clear-error, terminate,
approval, and key-management routes remain board-only"). An agent gets
the standard final "Board access required" denial with a link to the
agent's profile. Resume through `PATCH` needs the same grant and
org-chain checks as `POST /resume`.

**Steps to reproduce**

1. As an agent with agent-configuration permission over another agent,
call `POST /api/agents/{id}/pause`. The result is 403.
2. Call `PATCH /api/agents/{id}` with `{ "status": "paused" }`. Before
this change the result is 200 and the agent is paused.

## What Changed

- `server/src/routes/agents.ts` (`PATCH /agents/:id`): `status:
"paused"` now calls `assertBoard`, the same check as `POST /pause`.
Agents get the structured `board_access_required` denial that says the
denial is final and links `/<prefix>/agents/<id>`.
- `status: "idle"` now calls `assertCanResumeAgent` (the
`agent_config:update` decision with `requiresChangeGrant`) and returns
409 with the repair guidance when the org chain is invalid, the same as
`POST /resume`.
- `server/src/__tests__/agent-permissions-routes.test.ts`: pause is
denied through both routes for an agent allowed to configure the target,
with no lifecycle change, run cancel or activity. A board user can still
pause through `PATCH`. `PATCH` idle applies the change-grant decision,
allows a granted agent, and keeps the org-chain guard.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/agent-cross-tenant-authz-routes.test.ts
src/__tests__/board-access-denial.test.ts`: 147 passed.
- Without the route change, three new tests fail (PATCH pause by an
agent, PATCH idle without the change grant, PATCH idle with an invalid
org chain).
- Policy evidence: `doc/SPEC-implementation.md` section 9.3 and the
`agents.pause-agent` scenario ("Pausing an agent requires board
control").

## Risks

- Non-board automation that paused agents through `PATCH` status now
gets 403. That is the intended governance boundary. Board users are not
affected.
- Agents that resumed agents through `PATCH` status now need the same
change grant as `POST /resume`. Standard agents get `agents:configure`
on creation, so ordinary behavior does not change.
- `PATCH` idle now returns 409 for an agent with an invalid org chain,
the same as `POST /resume`.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:01:11 -06:00
DottaandClaude Opus 5.5 f89813d005 fix(api-catalog): describe the real backup and restore paths for agents (#20159)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Instance admins and operators own database backups; a chat agent
cannot create one
> - When a person asks an agent to back up the instance and check a
restore, the agent must say who can do it and how
> - The agent reads the API catalog to find the operator path, but the
backup entry had only the summary "Trigger a database backup"
> - With no real path in the catalog, the agent told the person to use
an "Instance settings > Backups" page that does not exist
> - This pull request describes the real paths in that catalog entry:
the endpoint, the CLI, the retention setting, the result file, and how
to check a restore safely
> - The benefit is that the agent sends the person to paths that exist
and keeps a restore check off the live database

## Linked Issues or Issue Description

**What happened**

A person asked the CEO chat agent: "Back up this test instance and check
that we can restore it." The agent got 403 on `POST
/api/instance/database-backups`, which is correct. It searched the
catalog for backup and restore operations and found only that endpoint
with no description. Its reply then said: "Create a backup in Instance
settings → Backups". The web UI has no such page or control.

**Expected behavior**

The agent says that an instance admin or operator must do this. It names
real paths: the endpoint for an instance admin, `paperclipai db:backup`
on the server host, and the Backup retention setting for automatic
backups. For the restore check, it says to restore into a separate empty
database, not over the live one.

**Steps to reproduce**

1. Start a local instance and open a chat with the CEO agent.
2. Ask: "Back up this test instance and check that we can restore it."
3. Read the reply: it names a backup page in Instance settings. Look for
it in the UI: there is none.

## What Changed

- `server/src/routes/openapi.ts`: add a description to `POST
/api/instance/database-backups`. It says that only instance admins can
call it (agents get 403, cloud-managed instances run backups for you),
that automatic backups run about hourly with retention set on the
company-prefixed /company/settings page, that the UI has no create or
restore control, that an operator can run `paperclipai db:backup`, what
the result file is, and that a restore check uses psql into a separate
empty database, never over the live one.
- `server/src/routes/openapi.ts`: register the success status as `201`,
which is what the route returns, instead of `200`. The published
document already showed `201` through the created-operations fixup, so
this makes the source match it.
- `server/src/__tests__/database-backup-catalog-guidance.test.ts`: new
regression test. It runs the agent's catalog searches from the failed
run and checks the description. It also checks that the published
document shows `201` and not `200` for a successful backup.

## Verification

- `pnpm exec vitest run
src/__tests__/database-backup-catalog-guidance.test.ts
src/__tests__/openapi-routes.test.ts` (from `server/`): 40 tests pass.
Without the change, the 2 search tests fail. The status test guards the
published document, which the fixup already kept correct.
- `pnpm exec vitest run
src/__tests__/instance-database-backups-routes.test.ts`: 7 tests pass.
The server typecheck passes.
- Chat eval `instance-operations.backup-and-restore` (runner-opencode),
with this commit cherry-picked onto the eval branch: before the change,
the reply named an "Instance settings → Backups" page that does not
exist. After the change (GitHub Actions run 42552777052), the eval
passed. The first reply said the agent got 403, named `POST
/api/instance/database-backups` for an instance admin and `paperclipai
db:backup --json` for an operator, linked Backup retention on the
company settings page, and said to restore with psql into a separate,
empty database, never over the live one. The second reply reported the
operator's restore receipt and its limits correctly.

## Risks

- Low risk. The change adds catalog text and makes the registered
success status match the published 201. It does not change any API or
permission behavior.
- If a backup page or restore command is added later, this text must
change. The regression test names these facts, so such a change fails
the test and shows the text to update.

> 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`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:01:06 -06:00
DottaandClaude Opus 5.5 28e070f8dc feat(skills): show a line diff for a pending tracked-source update (#20155)
## Thinking Path

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

## Linked Issues or Issue Description

No public issue exists. Feature description:

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 21:55:52 -06:00
DottaandClaude Opus 5.5 4afdf0493d fix(api-catalog): name the Connections page for company model service settings (#20152)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company can turn on model services such as Fast response, Decision
model and Prompt Injection Prevention
> - Only people who manage connections can change these services, so a
chat agent must send the person to the right page
> - The agent finds these operations through the API catalog search, but
their catalog entries named no page
> - The agent searched for the settings page, found nothing, and linked
the general /company/settings page, which does not have the control
> - This pull request adds a description to these catalog entries that
names the section and the company-prefixed /company/settings/connections
page
> - The benefit is that the agent links the page that actually holds the
control

## Linked Issues or Issue Description

**What happened**

A person asked the CEO chat agent: "Help me enable the company's Fast
response feature so chat acknowledges my requests faster." The agent
correctly got 403 on the fast-response API. It then searched the API
catalog for "company settings page fast responses web UI" and found no
page. It linked the general company settings page
(`/<prefix>/company/settings`) and told the person to find Fast response
there. That page has no Fast response section. The section is on
/company/settings/connections.

**Expected behavior**

The agent links /<prefix>/company/settings/connections and tells the
person to use the Fast response section there. If the section is hidden,
the agent can say that an instance admin turns the experiment on.

**Steps to reproduce**

1. Turn on the fast responses experiment. Create a shared OpenRouter API
connection.
2. Open a chat with the CEO agent and ask it to enable Fast response.
3. Read the reply: it links /<prefix>/company/settings. Open that link:
the page has no Fast response control.

## What Changed

- `server/src/routes/openapi.ts`: add one shared description to the
fast-response, decision-model and prompt-injection-prevention catalog
entries. It names the section, the company-prefixed
/company/settings/connections page, the Markdown link form, and that
agent credentials cannot change or test the service. For Fast response,
it also names the instance experiment that hides the section.
-
`server/src/__tests__/company-model-service-settings-guidance.test.ts`:
new regression test. It runs the agent's catalog search (including the
query from the failed run) and checks that the results name the
Connections page and section. It also requires every page the
descriptions name to be a route that `ui/src/App.tsx` mounts, so
renaming a settings route fails CI.

## Verification

- `pnpm exec vitest run
src/__tests__/company-model-service-settings-guidance.test.ts` (from
`server/`): 6 tests pass. Without the catalog change, the 5 search tests
fail. If the Connections route in `ui/src/App.tsx` is renamed, the route
test fails.
- `pnpm exec vitest run src/__tests__/openapi-routes.test.ts`: 37 tests
pass.
- Chat eval `companies.fast-responses` (runner-opencode), with this
commit cherry-picked onto the eval branch: before the change, the reply
linked the general settings page, which has no Fast response control.
After the change (GitHub Actions run 42549422681), the eval passed. The
reply linked the Experimental settings page and the Connections page and
said to use the Fast response section there. The scripted person clicked
the reply's links and found the Fast response control on the Connections
page, then saved and tested it.

## Risks

- Low risk. The change adds catalog text only. It does not change any
API or permission behavior.
- If the settings page moves, these descriptions become wrong. The
regression test compares every page the descriptions name with the
routes in `ui/src/App.tsx`, so a route change that does not also update
the description fails CI.

> 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`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 21:55:48 -06:00
DottaandClaude Opus 5.5 43fe87795a fix(authz): make board-only denials final and actionable for agents (#20151)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People talk to their agents in Agent Chat, and the agents act
through the Paperclip API
> - Many API routes are board-only. The shared `assertBoard` check
returns 403 `"Board access required"` to an agent, with no other detail
> - The chat guidance also told the agent to "use permitted discovery to
identify the supported operator path" after such a denial
> - So the agent keeps searching the API, `call_api` and the shell for a
second route. On a slow model, this search uses the whole reply window
and the person gets no answer
> - Earlier single-route fixes (#19990, #20041, #20008) showed the
remedy: a denial that says it is final and names where the person acts.
Reply time fell from 10-24 minutes to about 2 minutes
> - This pull request applies that remedy once, in the shared board-only
check and in the chat guidance
> - The benefit is a prompt, correct handoff for every board-only action
that an agent cannot do

## Linked Issues or Issue Description

Refs #19990, #20008, #20041 (same remedy for single routes).

**What happened**
In about 30 Agent Chat evaluation cases on a slower model, the agent got
403 "Board access required" (or read `authorization.actor: "board"` in
the API catalog). Then it searched for another route until the attempt
deadline. Examples: archive a company, set up a managed agent profile,
add a company secret. In one recorded run, the agent got the 403 at
minute 1, then tried PATCH, environment variables, the CLI and UI paths
for more than 3 more minutes, and never replied.

**Expected behavior**
A board-only denial is final. The agent stops, tells the person that a
board user must do the action, links the page in the Paperclip web app
where they can do it, and ends its reply.

**Steps to reproduce**
1. Open Agent Chat with a CEO agent.
2. Ask it to archive the company (or to add a company secret).
3. The agent calls `POST /api/companies/{id}/archive` and gets `{
"error": "Board access required" }`.
4. The body says nothing about finality or where the person acts. The
agent searches for other routes and replies late or not at all.

## What Changed

- `server/src/routes/authz.ts`: `assertBoard` now throws
`boardAccessRequired(req)`. For an agent actor, the 403 body adds `code:
"board_access_required"` and a `remediation`. The remediation says the
action is board-only by design, the denial is final, and no other route
can do it. When the API path maps to a known board page, it links that
page with a `<prefix>` placeholder: company settings, company secrets,
budgets, members, tool gateways, connection settings (decision model,
prompt injection prevention), an approval, or the agent profile tab that
holds the control (API keys, permissions, budget, identity, harness
settings). Otherwise it says to link a page only when the route is
already known, and not to search for one. Board and anonymous actors get
the same body as before.
- `environments.ts`, `instance-settings.ts` and the issue force-release
route used their own copy of the check. They now call `assertBoard`, so
they return the same denial. Status and error text do not change.
- `server/src/middleware/error-handler.ts`: for this code, the handler
does not repeat `code` and `remediation` inside `details`. They are
already top-level, and the copy only made the agent's context longer.
- `AGENT_CHAT_DIRECTIVE`: the board-identity paragraph now says that a
board-only operation (catalog actor `board`, or a 403 "Board access
required") is final. The agent must stop searching, tell the person
which control in the web app to use, and link it when it knows the
route. The old instruction to "discover the operator path" is removed.
- Claude Managed Agent setup: the Paperclip Runner configuration doc and
the `POST /api/companies/{companyId}/managed-agent-profiles` catalog
entry now say that a board operator creates and qualifies the profile
(limited environment, retention acknowledgement) and that agents cannot.
Before, an agent asked for an "Anthropic managed agent" explored hiring
and adapter docs for its whole reply window.
- Tests: new `board-access-denial.test.ts` covers the agent body for
each mapped page, the agent profile tabs, the general fallback, the
unmapped fast-response route, the org-access guard, the unchanged
non-agent body, the guidance and the managed profile catalog entry. Two
exact-body tests now also expect the new code.

## Verification

- `cd server && npx vitest run src/__tests__/board-access-denial.test.ts
src/__tests__/costs-service.test.ts
src/__tests__/browser-use-route-scope.test.ts
src/__tests__/primary-agent-guidance.test.ts
src/__tests__/agent-cross-tenant-authz-routes.test.ts
src/__tests__/company-portability-routes.test.ts
src/__tests__/issue-comment-cancel-routes.test.ts
src/__tests__/error-handler.test.ts
src/__tests__/managed-agent-profile-routes-authz.test.ts
src/__tests__/companies-route-cross-company-authz.test.ts
src/__tests__/environment-routes.test.ts
src/__tests__/environment-instance-routes.test.ts`: all pass.
- Real chat journeys on the chat evaluation branch (runner-opencode,
`deepseek-v4.1-flash`). Before this change, each case below got no reply
before its deadline:
- `companies.archive-company`: passed. Reply 47 s after the request
(before: none in 270 s). The agent read the remediation and linked
`/COM/company/settings`.
- `companies.configure-decision-model`: passed. Reply 68 s after the
request (before: none in 389 s). It linked
`/COM/company/settings/connections`.
- `companies.prompt-injection-guard`: reply 85 s after the request
(before: none in 390 s), with the correct handoff and link. The case
still fails later, in the scripted settings step: the saved model is the
default, not the model the script typed. That is a separate defect.
- `navigation-preferences.sidebar-order`: reply 99 s after the request
(before: none in 150 s). The case still fails in its scripted sidebar
step (a locator was not found).
- `secrets.configure-company-secret`: reply 6.5 min after the request
(before: none in 7.5 min). The reply is correct, but a grader keyword
check reads "chat is not a safe place to send it" as a request for the
secret.
- `agents.managed-profile`: still no reply in its 150 s window. After
the catalog change, the agent found the board-only profile setup within
30 s, but then spent about 90 s deciding what "Anthropic managed agent"
means.

## Risks

- Low risk. The HTTP status and the `error` text stay the same for every
actor. Board users and anonymous callers get the same body as before.
- Agent actors now get two more top-level fields (`code`,
`remediation`). A client that compares the whole 403 body of an agent
call exactly will see a change. Two server tests did this and are
updated.
- The page map uses the API path. A wrong map entry gives a less useful
link but does not change authorization.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 21:28:52 -06:00
DottaandClaude Opus 5.5 c0fc7608ee fix(agents): honor an explicit hiring denial on CEO agents (#20041)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board controls which agents can hire, with the "Can create
agents" permission on each agent
> - A CEO agent with that permission turned off could still hire,
because the CEO role allowed hiring before the server read the saved
permission
> - In chat, a CEO agent asked to hire then created the agent through
the `hire_agent` tool, against the board's policy
> - This pull request makes the saved permission decide, and uses the
CEO role only for old rows that never saved a value
> - It also tells a denied agent that the denial is final and where a
person can act
> - The benefit is that the permissions page and the server now agree,
and the board can trust a hiring denial

## Linked Issues or Issue Description

**What happened**
A board user turned off "Can create agents" for a CEO agent. Then the
user asked the CEO in chat to hire a QA engineer. The CEO called
`hire_agent` (`POST /api/companies/{companyId}/agent-hires`). The server
returned 201 and created the agent. The legacy creator rule allowed any
agent with `role: "ceo"` before it read `permissions.canCreateAgents`.

**Expected behavior**
An explicit `canCreateAgents: false` denies hiring for every role,
including CEO. The agent gets a 403 that says the denial is final, and
it sends the person to the hire form or to its permissions page.

**Steps to reproduce**
1. Create a company with a CEO agent.
2. On the CEO's permissions page, turn off "Can create agents".
3. In chat with the CEO, send "Hire a QA engineer named Morgan."
4. See that a new agent named Morgan exists.

Found by the chat eval case `agents.hire-denied`. Related: #19614 (chat
eval harness).

## What Changed

- `canCreateAgentsLegacy` (authorization) uses the role-aware permission
normalization. A CEO keeps hiring unless the board recorded a hiring
denial.
- New `ceoHiringDeniedBy` record in `permissions` (`{ actorType,
actorId, at }`). `PATCH /agents/:id/permissions` writes it when an
authorized actor saves a CEO's hiring as off (an earlier record is
kept). The page shows the effective value, so a saved off is the board's
choice. Turning the toggle off also removes an explicit `agents:create`
grant. A saved `canCreateAgents: false` restricts a CEO only together
with this record.
- Reads report the effective value. A CEO row with no value, or with an
unrecorded false, shows hiring on. A CEO with a recorded denial shows it
off.
- Create and hire inputs cannot supply the record. Configuration updates
keep an existing record unless they turn hiring on. Company export keeps
a CEO's recorded denial, and import restores it, stamped by the
importing user.
- `PATCH /agents/:id/permissions`: an agent actor needs `agents:create`
to change `canCreateAgents`. A denied CEO cannot restore hiring for
itself or grant it to another agent.
- `assertCanCreateAgentsForCompany` adds a final, actionable sentence to
an agent's `agents:create` denial on hiring routes only (`POST /agents`,
`POST /agent-hires`, the hiring toggle on `PATCH /permissions`).
- `POST /api/companies/:companyId/imports/apply` (CEO-safe import): an
agent import that would create agents needs an `agents:create` decision
before any write. Before, any CEO agent could create agents this way.
Import also removes an existing `agents:create` grant when it restores a
CEO's denial.
- Chat guidance tells the agent to link `/<prefix>/agents/new` and its
own `/permissions` page when it cannot hire.
- Regression tests: authorization (a recorded denial is honored; an
unrecorded false keeps CEO hiring), normalization, route tests (denial
text, self-escalation, the record is written only when a CEO is turned
off), service tests for the permission and configuration write paths,
chat guidance text.

### Why a recorded denial and not a plain false

These normal paths save `canCreateAgents: false` on a CEO without a
board choice:

- The permissions page posts the full object. Before this change, a
legacy CEO row with `{}` was read as false, so saving any other toggle
stored false.
- A company import that updates an existing agent normalizes the
manifest permissions in the "stored" context. A manifest without the
field stores false. Export drops false values, so this is common.
- Low-trust creation stores false. If the trust preset later changes to
standard, the false remains.

These paths store true or nothing for a CEO: onboarding seed
(`requestHire`, create context: true), teams-catalog and import creation
(create context: true; the bundled catalog sets true only for a CTO),
built-in agents (no CEO roles), migrations and seed data (no writes to
this field).

A plain-false rule would remove hiring from those CEOs. With the record,
existing data keeps today's behavior, and no data migration is
necessary.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-permissions-service.test.ts
src/__tests__/authorization-service.test.ts
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/agent-conversations.test.ts` passes (244 tests).
- `teams-catalog-service`, `company-portability` and `built-in-agents`
tests pass (189 tests).
- Red check: the new authorization test fails without the
`authorization.ts` change.
- `npx tsc --noEmit -p server` passes.
- End to end: the chat eval `agents.hire-denied` on the OpenCode runner.
The baseline run (Actions run 42478870236) created Morgan through
`hire_agent`. With this fix (Actions run 42480936881), the agent got the
403, created no agent, and linked the hire form and its permissions
page. The eval clicked the rendered hire-form link.

## Risks

- Behavior change: a CEO whose hiring the board turns off after this
change can no longer hire.
- A CEO that already has a saved false keeps hiring until a board user
turns it off again on the permissions page. The page now shows such a
CEO as on, so the board can see and change it.
- A request that creates a CEO with `canCreateAgents: false` does not
restrict it. The board must turn hiring off on the permissions page.
- A CEO agent whose hiring is denied can no longer import a package that
creates agents. A board user can still import it.
- Other CEO special cases are not hiring routes: `issues.ts` lets a CEO
link approvals to issues, and `agents.ts` gives a CEO task assignment.
`teams-catalog.ts` and `llms.ts` read the normalized permissions, so
they follow the same effective value.
- The denial text is longer. No existing test compares this route's
exact error text.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 20:05:15 -06:00
DottaandClaude Opus 5.5 c49ab6b9ee feat(issues): wake the parent once when a child or blocker stalls on the board (#20098)
## Thinking Path

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

## Linked Issues or Issue Description

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

**Problem**

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

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

## What Changed

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

## Verification

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

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:26:07 -06:00
DottaandClaude Opus 5.5 f789f3e2af fix(environments): a consented environment delete releases restore-source protection so it never stays blocked (#20099)
## Thinking Path

- Deleting an environment with consent destroys its kept sandboxes.
#20085 added failed runs' restore-source sandboxes (`retain_on_failure`)
to that teardown, and the delete dialog now tells the operator that the
consented delete destroys those files.
- But every teardown path refuses a lease whose sandbox carries a
`workspaceRestoreRecovery` marker
(`legacyShutdownWorkspaceResourceProtected`). That is correct for
ordinary cleanup, since the files may be the only copy.
- So the consented delete claimed the restore sources for cleanup, every
teardown returned without destroying, and the delete returned 409
`pending_sandbox_cleanup` forever: a refusal the user cannot act on.
- The operator's consent is exactly the decision the protection waits
for, so the delete releases it explicitly and audits who did, then
proceeds.

## Linked Issues or Issue Description

Refs #20048, follow-up to #20085

**What happened?**
In Daytona warm wave w-20261108T192459-s9501, the harness's consented
environment delete returned 409 `pending_sandbox_cleanup` for minutes
(it retried every 3 s). Two restore-source leases (8b26e044, bcb897c9)
had been claimed for cleanup with `environment_deleted`. The activity
log shows a cleanup attempt on every retry, each returning without
destroying. On the kept database copy,
`legacyShutdownWorkspaceResourceProtected` returns `true` for both,
because of their `workspaceRestoreRecovery` marker. Their restore
recovery had already succeeded (workspace sync finalized). Phase 3
deleted the two sandboxes by hand.

**Steps to reproduce**
1. A failed run leaves a `retain_on_failure` lease with
`workspaceRestoreRecovery` metadata (sandbox stopped).
2. `DELETE /api/environments/:id?destroyReusableSandboxLeases=true`.
3. The lease is claimed (`pending_cleanup`), the teardown refuses it,
and every retry of the delete returns 409.

**Expected behavior**
The consented delete destroys the restore source (the operator was told
the files go with it) and the environment is deleted. No 409 the user
can't act on.

## What Changed

- `server/src/services/environment-runtime.ts`: new
`releaseRestoreSourcesForEnvironmentDelete({ environmentId, consentedBy
})`. For each of the environment's restore-source sandboxes
(`retain_on_failure` with `workspaceRestoreRecovery`, any non-terminal
status including an earlier `pending_cleanup` claim), it removes the
marker from every lease row on that sandbox and records
`restoreSourceReleasedByEnvironmentDelete: { consentedBy, releasedAt }`.
`destroyReusableSandboxLeasesForEnvironment` takes `consentedBy` and
releases first.
- `server/src/routes/environments.ts`: a consented delete whose only
blockers are pending cleanup or kept sandboxes releases restore
protection before the pending-cleanup retry, so leases an earlier
attempt left claimed are freed too. It then passes `consentedBy` to the
teardown.
- Tests:
- A restore source now carries the real `workspaceRestoreRecovery`
marker, and the consented teardown destroys it. This failed before the
fix (`{ destroyed: 0, failed: 1 }`), matching the wave.
- The route test asserts the release runs before the pending-cleanup
retry.

## Verification

- `cd server && npx vitest run src/__tests__/environment-runtime.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/environment-routes.test.ts`: 347/347 pass.
- The restore-source test fails on master with `failed: 1`.

## Risks

- **Losing restore files without consent.** The release runs only on the
explicit consented delete path (`destroyReusableSandboxLeases=true`),
and only when the remaining blockers are pending cleanup or kept
sandboxes. It is recorded on every released row. Leases with a pending
native export are still skipped by the teardown.
- **Ordinary cleanup.** Unchanged: restore protection still holds
everywhere else.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 14:27:00 -06:00
DottaandClaude Opus 5.5 015d3d0a7c fix(environments): tear down retain-on-failure sandboxes when their environment is deleted (#20085)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #20048

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:32:38 -06:00
DottaandClaude Opus 5.5 0746d1203d feat(recovery): let the board confirm that an unrecorded owner stopped (#20067)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

`master` before this PR.

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 08:10:40 -06:00
DottaandClaude Opus 5.5 e3a941372d fix(api): tell agents how a person connects their terminal (#20029)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People talk to agents in chat. Agents find API operations with the
`search_api` tool, which reads the OpenAPI catalog.
> - A person asked a chat agent to connect their terminal to Paperclip
as themselves.
> - The agent found the CLI auth operations, but their summaries did not
say who starts the flow or which command to run.
> - The agent then read source code for six minutes and did not answer
in time.
> - This pull request adds descriptions to the CLI auth operations. The
descriptions tell the agent to give the person the `npx paperclipai auth
login` command, and to not create or approve a challenge, share an agent
key, or ask for a password.
> - The benefit is a fast, safe answer that uses the supported browser
approval flow.

## Linked Issues or Issue Description

**What happened**
A chat agent got "Connect my terminal to Paperclip as me." It searched
the API catalog and found `POST /api/cli-auth/challenges`, approve, `me`
and `revoke-current`. These operations had only short summaries. The
agent did not know that the person's own CLI starts the flow. It
searched the repository source for the command and used its full
420-second turn without a reply.

**Expected behavior**
The agent tells the person to run `npx paperclipai auth login --api-base
<instance URL>` in their own terminal and approve the printed link in
their browser. The agent does not create or approve a challenge, share
an agent key, or ask for a password.

**Steps to reproduce**
1. Open a chat with an agent that uses the native runner.
2. Send "Connect my terminal to Paperclip as me."
3. Look at the run: the agent calls `search_api` for CLI and terminal
words, finds the cli-auth operations with no usage guidance, and then
reads source files.

## What Changed

- `server/src/routes/openapi.ts`: add descriptions to the four CLI auth
operations. Give `POST /api/cli-auth/challenges` a summary that names
terminal connection, so a plain request finds it.
- The challenge description also tells agents that the URL is the
address the person already uses in their browser. An agent must not look
it up, because a runner-local API address can be unreachable from the
person's machine.
- `server/src/__tests__/cli-auth-terminal-guidance.test.ts`: a
regression test. It runs `searchRunnerApi` with the user's words and two
queries from the failed run. It checks that the challenge operation is
in the top five results and that its description gives the command and
the safety rules.

## Verification

- `pnpm exec vitest run
src/__tests__/cli-auth-terminal-guidance.test.ts` (in `server/`): 4
passed. On `master` without the fix, the same 4 tests fail.
- `pnpm exec vitest run src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts`: 2103 passed.
- `npx tsc --noEmit -p server`: clean.
- Chat eval `access.cli-authorization` with the first commit
cherry-picked passed (run 42475844547). The agent found the guidance in
its first `search_api` call and gave the correct command. It then used
about four minutes to look for the instance URL. The second commit
removes that search; its rerun is run 42477301708.

## Risks

- Low risk. The change adds text to API documentation only. Routes,
permissions and responses do not change.
- The new summary changes search ranking for words like "connect",
"terminal" and "Paperclip". Other operations can move down by one place
for those queries.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 06:02:07 -06:00
sentry[bot]andDevin Foley a8ab1d3d94 fix(skills): resolve slug references in skillId route param (#19808)
The skillId route param handler called getById with the raw path segment.
A slug such as inbox-triage then reached the uuid id column, Postgres
rejected the cast, and the request returned 500. The handler now resolves
the reference with getByRouteRef (UUID, unique slug, or key) and rewrites
req.params.skillId to the skill's UUID. An unknown reference returns 404.

Fixes PAPERCLIP-BACKEND-6H

Co-Authored-By: Devin Foley <devinfoley@users.noreply.github.com>
2026-11-08 02:43:33 -08:00
DottaandClaude Opus 5.5 4638e5ea30 fix(issues): make the queued-comment discard denial final and link the task (#19990)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People queue follow-up messages on a task while its agent works, and
only the author can discard a queued message
> - When a person asks a chat agent to cancel their queued message, the
agent tries the discard API and gets a 403
> - The 403 text does not say that the denial is final, so the agent
searches for a board or admin route before it answers
> - In a slow model this search takes many minutes, and the queued
message can be delivered before the person gets the answer
> - This pull request makes both denials say that only the author can
discard the message, where to do it (with the task link), and that no
override exists
> - The benefit is that the agent can relay the human route at once

## Linked Issues or Issue Description

**What happened**
A person asked the chat agent to cancel a contact-section request that
they had queued on a worker's task. The agent called `DELETE
/api/issues/:id/queued-comments/:commentId` and got 403 "Board access
required". It then called `DELETE /api/issues/:id/comments/:commentId`
and got 403 "Only the comment author can cancel queued comments". In two
eval runs the agent then continued to search the API for an override. It
answered after 10 minutes and 24 minutes. In the second run, the worker
consumed the queued message before the answer arrived.

**Expected behavior**
The denial tells the agent that the action is author-only and final, and
gives the task link where the author can discard the message. The agent
can then answer the person immediately.

**Steps to reproduce**
1. Start an agent run on a task. Queue a comment on that task as a board
user.
2. As a different agent, call `DELETE
/api/issues/<task>/queued-comments/<comment>` with the current `queueId`
and `revision`.
3. See 403 "Board access required", with no next step and no statement
that the denial is final.

Refs the chat eval case `steering.discard-queued-message`.

## What Changed

- `DELETE /issues/:id/queued-comments/:commentId`: an agent actor now
gets a 403 that says only the author can discard the queued comment from
its menu on the linked task, and that no board, admin or agent override
exists. The task must be in the agent's company. Otherwise the route
returns 404 as before.
- `DELETE /issues/:id/comments/:commentId` (queued cancel by a
non-author): uses the same message.
- Tests: the agent denial on the queued-comments route, the
cross-company 404 without task details, and the updated non-author
cancel message.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/issue-comment-cancel-routes.test.ts` passes (9 tests).
- I will run the chat eval `steering.discard-queued-message` with this
change cherry-picked, and record the result in a comment.

## Risks

- Low risk. Only the 403 text changes, and agents now get the 403 after
the company access check instead of before it. Board behavior and the
author-only rule do not change.
- The UI shows this text if a non-author person tries to cancel a queued
comment. The text stays correct for that person.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 01:56:56 -06:00
DottaandClaude Opus 5.5 02898b98de fix(issues): do not wake the assignee for an issue created already closed (#19961)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Creating an issue with an agent assignee queues an `issue_assigned`
wake for that agent
> - The create path skips the wake only for `backlog` and the onboarding
first task
> - An issue created already `done` or `cancelled` is a record of
finished work, but it still wakes the assignee
> - The update path already refuses this case ("Restoring an assignee on
completed work is not a reopen request"), and create-time fast responses
already skip `done` and `cancelled`
> - This pull request applies the same closed-status guard to the
create-time assignment wake
> - The benefit is that recording finished work does not start a run,
spend tokens, or queue behind the agent's current work

## Linked Issues or Issue Description

**What happened**

In a chat eval, setup created a historical issue with `status: "done"`
assigned to an agent that was already running a task. The create queued
a second run for that agent (`invocationSource: assignment`,
`wakeReason: issue_assigned`, `source: issue.create`). The run waited
behind the active run, and then was cancelled or failed. The eval
expected no work for a finished record.

**Expected behavior**

Creating an issue that is already `done` or `cancelled` does not wake
its assignee. This matches the update path, where an assignee change on
closed work is not a reopen request.

**Steps to reproduce**

1. Create an agent.
2. `POST /api/companies/<companyId>/issues` with
`{"title":"Record","status":"done","assigneeAgentId":"<agentId>"}`.
3. See a new `agent_wakeup_requests` row and a queued heartbeat run for
the agent.

## What Changed

- `server/src/routes/issues.ts`: the create route does not call
`queueIssueAssignmentWakeup` when the created issue status is `done` or
`cancelled` (`isClosedIssueStatus`).
- `server/src/__tests__/issue-onboarding-first-task-routes.test.ts`: a
regression test for `done` and `cancelled` creates. The existing test
that an ordinary assigned create still wakes is unchanged.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/issue-onboarding-first-task-routes.test.ts`: 11 passed.
- Negative control: with the route file from `origin/master`, both new
cases fail.

## Risks

- Low risk. Only creates in a closed status change. A caller that relied
on a create-time wake for a closed issue no longer gets one. To start
work, the caller creates the issue in an open status or reopens it,
which still wakes the assignee.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 00:52:22 -06:00
DottaandClaude Opus 5.5 ccce55ab11 fix(issues): tell callers when a task list page is capped (#19972)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents read company tasks through `GET
/api/companies/{companyId}/issues`, often through the runner `call_api`
tool
> - The route caps each page at `limit` (500 by default, 1000 at most)
and returns a bare array
> - A capped page and a complete list look the same, so an agent cannot
tell that rows are missing
> - In an eval with 501 open tasks, the agent got 500 rows and reported
498 tasks as the complete list
> - This pull request adds a "more results exist" signal and the
next-page position, and surfaces it to agents
> - The benefit is that agents page until the list is complete instead
of presenting a partial list

## Linked Issues or Issue Description

**What happened**

The chat eval `tasks.organize-open-work` seeds 501 open Launch tasks.
The agent called `GET /api/companies/{companyId}/issues` through
`call_api`. The route returned exactly 500 rows (the default limit) and
gave no signal that more rows existed. The agent noted that exactly 500
rows was suspicious and that some tasks were missing. It still reported
the partial list as complete.

**Expected behavior**

A capped list response tells the caller that more results exist and how
to get the next page. The agent-facing tool result shows the same signal
next to the data.

**Steps to reproduce**

1. Create 501 tasks with status `todo` in one company.
2. Call `GET /api/companies/{companyId}/issues?status=todo`.
3. See that the response has 500 rows and no header or field that says
more rows exist.

## What Changed

- `server/src/routes/issues.ts`: the company issue list fetches one row
past the page. It then sets `X-Paperclip-Has-More` (`true`/`false`) and
`X-Paperclip-Limit` on every page. A capped page also sets
`X-Paperclip-Next-Offset`, and `X-Paperclip-Next-After-Id` for
`sortField=id&sortDir=asc` cursor paging. Pagination is reported only to
actors who can read the whole company's task list; actors whose rows are
filtered after the query (such as low-trust agents) get no pagination
headers, so the raw page cannot reveal tasks they cannot read.
`oneChildPerParent` lists are ordered by parent first, so they page by
offset and never advertise an id cursor. The body is unchanged (still an
array). The Mine inbox path does not change.
- `server/src/services/native-runtime/runner-api-client.ts`: `call_api`
results for successful responses that carry these headers include
`pagination: { hasMore, truncated, limit, nextOffset, nextAfterId?,
guidance? }`. The guidance tells the agent to repeat the call with the
next `offset`/`afterId` until `hasMore` is false. The field is also
present when the body is saved as an artifact. Routes without the
headers get no new field.
- `server/src/routes/openapi.ts`: the API catalog entry documents
`limit`, `offset`, `sortField`, `sortDir`, `afterId`, the headers and
the `call_api` pagination field.
- Tests for capped, cursor, last, exact-size and default-limit (501
rows) pages in all list projections, for offset-only paging of
`oneChildPerParent` lists, for a low-trust agent receiving no pagination
headers, and for the `call_api` pagination field.

## Verification

- `cd server && npx vitest run
src/__tests__/issues-list-query-parsing.test.ts
src/__tests__/low-trust-red-team-routes.test.ts` — 31 passed.
- `cd server && npx vitest run
src/__tests__/issues-list-query-parsing.test.ts
src/services/native-runtime/runner-api.test.ts` — passes. Without the
source change, 8 of the new tests fail.
- `cd server && npx vitest run src/__tests__/inbox-mine-routes.test.ts
src/__tests__/issue-list-assignee-filter-routes.test.ts
src/__tests__/issue-list-updatedsince-filter-routes.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api*` — 2237 passed, 2 skipped.
- `tsc --noEmit -p server/tsconfig.json` shows no errors in the changed
files.

## Risks

- Low risk. The response body shape does not change. Existing clients
ignore the new headers.
- Each list query reads one more row. The extra row is enriched and then
dropped. The cost is small.
- `call_api` results gain an optional `pagination` field. Consumers that
do not know the field ignore it.
- Agents whose task reads are filtered after the query (low-trust
agents) still get no truncation signal, as before; a raw-page signal
would leak hidden tasks. Pushing their boundary into the list query
would let them have one later.
- Other capped list routes do not set the headers yet. They can adopt
the same headers later.

> 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`), used through Claude
Code with tool use (shell, file edits, test runs).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:50:08 -06:00
DottaandClaude Opus 5.5 05db5fdd9a fix(agents): hired OpenCode agents inherit the hiring agent's OpenRouter key reference (#19977)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can hire teammates. A hired agent inherits the credential
references of the agent that hired it, so it can run without a separate
setup step.
> - The inheritance map covers Claude, Codex and Grok. It does not cover
OpenCode.
> - An OpenCode CEO hires a QA agent. The board approves the hire. The
new agent has no OpenRouter key, and verification fails with
`harness_auth_failed`.
> - The person approved a working hire, but they get a broken agent that
they must fix by hand.
> - This pull request adds `OPENROUTER_API_KEY` to the inheritance map
for `opencode_local`.
> - The benefit is that an approved OpenCode hire becomes ready with the
same account as the agent that proposed it.

## Linked Issues or Issue Description

Refs #13268 (the change that added credential inheritance for hires).

**What happened**

A native OpenCode CEO (provider `opencode`, `OPENROUTER_API_KEY` stored
as a `secret_ref`) proposed a QA hire with `inheritRuntimeFrom: caller`.
The company requires board approval for new agents. The board approved
the hire. The agent lifecycle verification then failed with
`failureCode: "harness_auth_failed"`, and the agent did not become
ready. The hired agent's `adapterConfig` had no `env`.

**Expected behavior**

The hired agent gets the same OpenRouter secret reference as the hiring
agent. After approval, verification passes and the agent becomes ready.

**Steps to reproduce**

1. Create a company with `requireBoardApprovalForNewAgents: true`.
2. Create a `paperclip_runner` agent with `provider: "opencode"` and
`env.OPENROUTER_API_KEY` as a `secret_ref`.
3. As that agent, call `POST /api/companies/:companyId/agent-hires` with
`adapterType: "paperclip_runner"` and `inheritRuntimeFrom: "caller"`.
4. Read the new agent. Its `adapterConfig.env` has no
`OPENROUTER_API_KEY`.
5. Approve the hire. Verification fails with `harness_auth_failed`.

## What Changed

- `server/src/routes/agents.ts`: add `opencode_local:
["OPENROUTER_API_KEY"]` to `INHERITABLE_AGENT_CREDENTIAL_ENV_KEYS`. This
is the key that AI connections bind for `opencode_local`
(`packages/shared/src/ai-connections.ts`).
- `server/src/__tests__/agent-hire-auth-inheritance-routes.test.ts`: add
a regression test. A native OpenCode parent hires with
`inheritRuntimeFrom: caller` under board approval. The child gets the
same `secret_ref` (with its version). The plain
`OPENCODE_CONFIG_CONTENT` value is not copied.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/agent-hire-auth-inheritance-routes.test.ts`: 27 passed.
The new test fails without the route change (`expected undefined to
match object { type: 'secret_ref', … }`).
- `cd server && pnpm exec vitest run
src/__tests__/agent-adapter-validation-routes.test.ts
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/agent-hire-ai-connections.test.ts
src/__tests__/ai-connections.test.ts`: 446 passed.
- The failure was seen in the `agents.hire-needs-approval` chat eval
(runner-opencode profile). The approved hire failed verification with
`harness_auth_failed`. An end-to-end rerun with this change follows on
the eval branch.

## Risks

- Low risk. The existing inheritance rules still apply: only
`secret_ref` and `user_secret_ref` values are copied, a key the hire
request supplies wins, the parent must be in the same company and use
the same harness, and a parent with a managed AI connection passes
nothing.
- An OpenCode hire can now use the parent's OpenRouter account. This
matches the existing behavior for Claude, Codex and Grok hires.
- Other OpenCode provider keys (for example `OPENAI_API_KEY`) are not
added. AI connections bind only OpenRouter for `opencode_local`.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:37:03 -06:00
DottaandClaude Opus 5.5 f858f79678 fix(agents): keep agent termination board-only on the PATCH status route (#19955)
## Thinking Path

- Paperclip lets a board govern which agents exist; terminating an agent
is irreversible and is meant to be a board-only governed action.
- `POST /api/agents/:id/terminate` enforced that with `assertBoard`, but
`PATCH /api/agents/:id` with `{ "status": "terminated" }` ran the same
termination after only the agent-configuration permission check.
- The `agents.retire-agent` chat eval caught it: the CEO agent got 403
from `POST /terminate`, then terminated Morgan through `PATCH` and got
200.
- This change puts one board-only gate in front of both routes, and
makes the denial useful by giving a ready link to the agent's profile,
where a person can terminate it.

## Linked Issues or Issue Description

**What happened**

An agent that is allowed to configure another agent could terminate it
with `PATCH /api/agents/:id` `{ "status": "terminated" }`, bypassing the
board-only check on `POST /api/agents/:id/terminate`.

**Expected behavior**

Termination is board-only on every route. A non-board actor gets 403
with a link to the agent's profile so it can send a person to the
Terminate control.

**Steps to reproduce**

1. As an agent with agent-configuration permission over another agent,
call `POST /api/agents/{id}/terminate` (403).
2. Call `PATCH /api/agents/{id}` with `{ "status": "terminated" }` (200
before this change; the agent is terminated).

## What Changed

- `server/src/routes/agents.ts`: new `assertBoardCanTerminateAgent`,
used by `POST /terminate` and by `PATCH` whenever the requested status
is `terminated`. Board actors pass; others get 403 "Board access
required: only a board user can terminate an agent…" with a Markdown
link to `/<prefix>/agents/<id>`.
- `server/src/__tests__/agent-permissions-routes.test.ts`: both routes
are denied for an agent allowed to configure the target, and neither
terminates, updates, cancels invocations nor logs activity. A board user
can still terminate through `PATCH` status.

## Verification

- `pnpm exec vitest run src/__tests__/agent-permissions-routes.test.ts`
(server): 104 passed; the denial cases fail without the change.
- End to end: the `agents.retire-agent` chat eval (run 42445668869) now
sees 403 on both routes, Morgan stays active, and the agent links
Morgan's profile with the Terminate step.

## Risks

- Any non-board automation that terminated agents through `PATCH` status
now receives 403 and must use a board session. That is the intended
governance boundary.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:08:44 -06:00
DottaandClaude Opus 5.5 81f12c21ec fix(server): document the safe company import request body in the API catalog (#19968)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A CEO agent can preview and apply a company package import through
`POST /api/companies/{companyId}/imports/preview` and `/imports/apply`
> - Agents find API operations and their request bodies in the OpenAPI
catalog
> - The catalog entries for these two safe import routes have no request
body and no description of the safe-route limits
> - An agent then offered the person a `replace` choice that the safe
route rejects
> - This pull request registers the existing preview and import body
schemas and describes the limits
> - The benefit is that agents can resolve name conflicts with `rename`,
`skip` and `nameOverrides`, and do not offer choices that fail

## Linked Issues or Issue Description

**What happened**

A person attached a company package in chat and asked a CEO agent what
the package would add. The package had an agent named Morgan, and the
company already had a Morgan. The agent previewed the import correctly.
It then offered three choices: `skip`, `rename`, or `replace`
("overwrites the existing Morgan"). The safe import route rejects
`replace`. The catalog entries for `/imports/preview` and
`/imports/apply` have no request body, so the agent could not see the
route's fields or limits. PR #19945 fixed the same gap for `/exports`.

**Expected behavior**

The catalog documents the import body, including `source`, `target`,
`collisionStrategy` and `nameOverrides`. It states that the safe route
rejects `replace` and never overwrites an existing agent.

**Steps to reproduce**

1. Read `GET /api/openapi.json`,
`paths["/api/companies/{companyId}/imports/preview"].post`.
2. See that it has no `requestBody`. The legacy
`/api/companies/import/preview` entry has one.
3. Call the safe route with `collisionStrategy: "replace"`. It returns
403.

## What Changed

- Register `companyPortabilityPreviewSchema` and
`companyPortabilityImportSchema` as the JSON request bodies of `POST
/api/companies/{companyId}/imports/preview` and `/imports/apply` in
`server/src/routes/openapi.ts`.
- Add a description of the safe-route limits: target, allowed collision
strategies, and `nameOverrides`.
- Add a regression test in
`server/src/__tests__/openapi-routes.test.ts`.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/openapi-routes.test.ts` passes (37 tests). The new test
fails on master because the entries have no `requestBody`.
- An end-to-end check runs the `companies.import-preview` chat eval with
this commit cherry-picked onto the eval branch.

## Risks

- Low risk. This changes only API documentation. The routes already
parse these schemas. Runtime behavior does not change.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 22:35:16 -06:00
DottaandClaude Opus 5.5 779913333a fix(documents): say whether an exact revision read is still current (#19939)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 21:29:24 -06:00
DottaandClaude Opus 5.5 468f22ae4b fix(server): document the company export request body in the API catalog (#19945)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A CEO agent can export the company setup through `POST
/api/companies/{companyId}/exports`
> - Agents find API operations and their request bodies in the OpenAPI
catalog
> - The catalog entries for `/exports` and `/exports/preview` have no
request body
> - The export defaults include only the company and agents, so an agent
that sends no body gets a package without projects or skills
> - This pull request registers the existing export body schema on both
entries and describes the `include` defaults
> - The benefit is that agents can request a complete reusable setup and
do not tell users that resources do not exist

## Linked Issues or Issue Description

**What happened**

A user asked a CEO agent in chat: "Export this company's setup so I can
reuse it." The company had an agent, a project, and a company skill. The
agent looked up `POST /api/companies/{companyId}/exports` in the API
catalog. Its reasoning said that the operation "has no request body
defined". It sent no body. The package had only the company and the
agent. The agent then told the user that the company had "no projects,
issues, or company skills, so nothing else was left out." That statement
was false.

**Expected behavior**

The catalog documents the export body, including `include.projects` and
`include.skills`. An agent can request a full setup export. The legacy
`/export` route already documents this body.

**Steps to reproduce**

1. Create a company with a project and a company skill.
2. Read `GET /api/openapi.json`,
`paths["/api/companies/{companyId}/exports"].post`.
3. See that it has no `requestBody`. The legacy `/export` entry has one.
4. Call `POST /exports` with no body. The package has no projects or
skills.

## What Changed

- Register `companyPortabilityExportSchema` as the request body of `POST
/api/companies/{companyId}/exports` and `/exports/preview` in
`server/src/routes/openapi.ts`.
- Add a description that states the `include` defaults and tells callers
to set `include.projects` and `include.skills` for a reusable setup.
- Add a regression test in
`server/src/__tests__/openapi-routes.test.ts`.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/openapi-routes.test.ts` passes (36 tests). The new test
fails on master because the entries have no `requestBody`.
- An end-to-end check runs the `companies.export-company` chat eval with
this commit cherry-picked onto the eval branch.

## Risks

- Low risk. This changes only API documentation. The routes already
parse this schema. Runtime behavior does not change.
- `imports/preview` and `imports/apply` also register no body. This PR
does not change them.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:55:44 -06:00
DottaandClaude Opus 5.5 adb7633d7b fix(status-cards): give agents the person's restore route when archiving a card (#19903)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 16:28:11 -06:00
DottaandClaude Opus 5.5 cbf811cd3b fix(recovery): prove a replaced deployment's copyback owner gone automatically (#19913)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save their workspace after the result is accepted, under
a copyback owner receipt
> - A deploy can restart the server while that save is in progress
> - The new server runs in a new container, so it cannot see the old
process and fails closed
> - The run then waits on a board action that asks a person to verify
the previous controller
> - Recoveries must continue without a human step, and copy must not ask
anyone to inspect a server
> - This pull request adds a deployment-level rule to the shared
owner-liveness primitive and uses it in workspace finalization
> - The benefit is that a save interrupted by a deploy resumes on its
own, with no second writer

## Linked Issues or Issue Description

**What happened?**
A deploy restarted the server while three runs were saving their
accepted results. Each run kept a copyback owner receipt that names the
old Railway deployment on another container. The restarted server
reported `native_workspace_finalization_owner_unverified`, owned by the
board, with the next action "Verify the previous controller and its
workspace-copyback processes have stopped...". The cloud harness stop
receipt did not arrive, so the runs stayed in "Recovery needed" for
about an hour, until a person confirmed the stop by hand.

**Expected behavior**
The restarted server proves that the previous controller is gone,
resumes the save, and settles the run with no human step. No user-facing
text asks a person to verify a server or controller.

**Steps to reproduce**
1. Start a native run on a Railway service with a volume.
2. Let the result be accepted and the workspace save start.
3. Deploy, so that the server restarts during the save.
4. See that the run waits for a board confirmation.

**Paperclip version or commit**
Observed on e2d490c61. Reproduced on master before this change. The
owner-proof work in #19848, #19851, #19853, #19868, #19871 and #19883
does not cover this shape: `proveOwnerGone` returns `unprovable`
(`different_host`) for an owner on another container.

## What Changed

- `owner-proof.ts`: `LocalOwnerStamp` can carry the platform `worker`
(deployment identity). `ProcessProbe` can carry this process's
deployment and whether the platform gives it an exclusive volume. New
verdict reason `deployment_replaced`.
- New rule in `proveOwnerGone`, after the current-boot check: the owner
is gone when this server runs with a Railway volume
(`RAILWAY_VOLUME_ID`, `RAILWAY_VOLUME_MOUNT_PATH`) and the stamp names
the same project, environment and service with a different deployment
ID. Railway stops the previous deployment before it mounts the volume
into the new one, and a service with a volume has no replicas. So every
process of the old deployment, including orphaned copyback children, has
exited.
- `native-workspace-finalization-ownership.ts`: evaluate that proof
before the cloud harness request. On `deployment_replaced`, claim the
exact owner receipt under the existing advisory lock and row-lock
revalidation, log `issue.workspace_owner_stop_verified` with
`deploymentProof`, mark the recovery `resuming`, and continue the save
with no provider turn. Other cases keep the harness request and the
existing fences.
- New owner receipts also record the mounted volume ID (`volumeId`).
When a receipt has it, the proof requires this server to mount the same
volume. Both `RAILWAY_VOLUME_ID` and `RAILWAY_VOLUME_MOUNT_PATH` must be
set. The finalizer reaches this check only while it holds the run's
copyback advisory lock, so the old owner's lock session has also ended.
- Copy: the hold's next action, the route conflict and the two Retry
wait messages now describe the wait. They no longer ask a person to
verify a server or controller. The hold's text still names the Resume
saved result action for platforms where neither this rule nor the
harness can confirm the stop.
- `doc/native-workspace-finalization-recovery.md`: describe the rule.

Previous-release story: receipts written by earlier releases already
record `worker.deploymentId`, so they carry forward and take this path
after the upgrade. No schema change.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-workspace-owner-restart-recovery.test.ts
src/services/owner-proof.test.ts`
- Before the fix: "resumes the interrupted save automatically, with no
board action" fails (`acquired: false`).
  - After the fix: all pass.
- The restart test seeds the staging receipt shape (old deployment,
other hostname, PID 3, existing `operator_required` hold). It checks
that the save resumes once, the hold becomes `resuming`, the task
presentation no longer waits for a user, the receipt clears, and no
agent wake is created.
- Negative cases stay fenced: same deployment, a service without a
volume, a half-configured volume, another service, another environment,
and a receipt that names a different volume. Unit tests cover the same
rule in `proveOwnerGone`, including that the current boot stays alive.
- Related suites pass: finalizer, queued-wake recovery, route ownership,
workspace recovery gates and dispatch, explicit continuation, recovery
services (1005 tests).
- `pnpm --filter @paperclipai/server typecheck` passes.

## Risks

- The rule depends on Railway volume exclusivity. It applies only when
this server has a volume mounted and the receipt names the same service
and environment. Without a volume, the existing harness and board paths
still apply.
- A receipt from a deployment that ran before the volume was attached
could, in theory, overlap during that one redeploy. Volumes are attached
at stack creation, so this is not a practical case.
- Copy changes are text only. Error codes are unchanged.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 16:12:23 -06:00
DottaandClaude Opus 5.5 f439150cb3 fix(recovery): limit the null-host owner fallback to single-host servers and record each use (#19883)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

Refs #19868, #19871, #19846

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 13:25:47 -06:00
DottaandClaude Opus 5.5 00ad9503fe feat(commentary): agents read only their own commentary unless granted commentary:view (#19842)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can submit complaints and suggestions as commentary, and
people with commentary access read them on the Commentary page
> - When a person asks an agent in chat what agents have been
complaining about, the agent cannot read commentary and gets "Board
access required"
> - That response does not say where a person can see it, so the agent
can name the feed but cannot link it
> - Product rule: an agent cannot read other agents' commentary unless
it holds `commentary:view`, which is off by default; it may read its own
> - This pull request implements that rule and adds a remediation to the
denial naming the human page for the agent's own company
> - The benefit is a clear permission boundary and a working link for
the person instead of a dead end

## Linked Issues or Issue Description

**What happened?**
In the `activity.agent-feedback` chat eval, the agent correctly said it
could not read agent commentary and that only the person could open it,
but it gave no link, because the denial named no page.

**Expected behavior**
An agent denied a commentary read learns which page a person with
commentary access can open.

**Steps to reproduce**
1. As an agent, call `GET /api/companies/{companyId}/agent-commentary`.
2. Before this change, the 403 body is only `{ "error": "Board access
required" }`.

## What Changed

- `server/src/routes/agent-commentary.ts`:
- An agent with the `commentary:view` grant reads all commentary its
task access allows. The grant is not among the default agent grants.
- Without the grant, an agent may read its own entries: `?agentId=<its
own id>` on the list, or its own entry by ID.
- Without the grant, listing all commentary, filtering by another agent,
or reading another agent's entry returns 403 "Board access required".
The response's `remediation` names `/<issuePrefix>/activity/commentary`
for the agent's own company.
- A request for another company still fails on company access first,
with no page path.
- Board reads are unchanged: `commentary:view` for the user, plus task
read conditions.
- `agent-commentary.integration.test.ts`: one test covers the full-list
and other-agent denials with the page path, own-list and own-entry
reads, the cross-company denial, the grant allowing a full list, and
that `commentary:view` is not a default agent grant.

## Verification

- `npx vitest run src/__tests__/agent-commentary.integration.test.ts` in
`server`: 21 tests passed.
- The new test fails against the previous route.
- Negative control: with the previous route, the new test fails.
- Related commentary tests: `agent-commentary-reader`,
`agent-commentary-helper`, `commentary-permission-migration` passed.
`agent-commentary-skills` fails the same way with and without this
change (a missing skill file in a temporary directory locally).
- The chat eval rerun with this change is recorded in #19614.

## Risks

- Agents can now read their own commentary when they ask for it
explicitly; before, every agent read was denied.
- The denial's status code and message are unchanged; a `remediation`
string is added for same-company agents.
- There is no UI yet for granting `commentary:view` to an agent.
- An agent learns the company's issue prefix, which it already sees in
task identifiers.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 12:04:46 -06:00
377bc87df1 feat(connectors): show and select personal AI account defaults (#19845)
Show a crown on each saved personal AI provider default. Add a provider-specific menu action to other eligible accounts. Share saved-state queries, block duplicate writes, and keep the saved crown until a write succeeds.

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00
af0fe8fe81 Keep personal MCP connections functional while idle tenants sleep (#19427)
## Thinking Path

> - Paperclip manages work for AI agents.
> - Personal MCP connections should remain enabled while an idle tenant
sleeps.
> - Unfinished OAuth, transfer and delivery work must retain its owner
and deadline.
> - Cloud can receive bounded metadata and incoming work while the
tenant remains the company-scoped authorizer.
> - Current identity, revision and delivery acknowledgments establish
when ownership has transferred.
> - This change preserves useful wake, retries and revocation while
making settled ownership inspectable without writes.

## Linked Issues or Issue Description

Refs: #19377 and #19750. Hosted companion:
[paperclip-cloud#1217](https://github.com/paperclipai/paperclip-cloud/pull/1217).

**What happened?** Enabled personal MCP grants and subscriptions could
keep an otherwise idle tenant awake. Ignoring those records would lose
discovery, authorization, delivery and revocation obligations.

**Expected behavior** Unconsumed authorization codes, device requests,
file handoffs and delivery work retain their original deadlines. Settled
connections remain enabled and become quiet after the current external
owner acknowledges responsibility. Incoming useful work resumes normal
authorization and delivery; revocation still takes effect for the
current company.

**Steps to reproduce** Complete normal PKCE/device consent and company
selection, synchronize client/device and revocation state, retain the
connection while idle, then exercise useful tools/events and revocation.
Sleep eligibility requires current incoming/deadline ownership
throughout.

## What Changed

- Add bounded signed client/device metadata and revocation
synchronization with exact revision, identity and ACK checks, startup
recovery and finite legacy-device cutover.
- Preserve company selection, authorization and operation identity.
Register grant work before its INSERT in the same transaction; retain
rollback, expiry and retry behavior.
- Require current managed identity/resource before hosted publication.
Receipt-cleared re-enable must obtain a fresh source ACK before device
creation.
- Reuse read-only settings and inspection budgets; connect MCP owners to
normal startup, drain and shutdown.
- Bound metadata pages and the actual signed request body while
preserving the default limits of other operations.
- Generate migration 0440 after the merged Legacy migration. Preserve
all 438 existing executable migrations and the journal prefix; retain
the normal five newest snapshots.
- Preserve the merged transaction-owner forwarding and regression
coverage from #19750 through normal ancestry integration.

## Verification

- Current own Shared/SDK, database, eval-kernel and Runner builds
passed, together with all seven normal application TypeScript programs.
Missing generated package exports/workspace links were restored through
normal setup; the original setup failures were retained. No source,
compiler option, test assertion or timeout was weakened.
- Normal migration generation changed only the five intended MCP tables;
its SQL is byte-identical to the reviewed MCP delta. Fresh reference
databases and both retained master/Muse histories upgraded through 0440,
preserving historical hashes, row fields, schema and idempotence. Direct
assertions cover the Legacy null default and MCP null/zero defaults. Two
selected history cases passed; the other 21 database cases were
unselected.
- All six current MCP lifecycle cases passed with zero skips: normal
PKCE approval intent, ACK recovery after outage, mutation during
publication, disable/re-enable with original expiry, company-deletion
rollback/commit and key rotation.
- All 81 checks in five current whole files passed with zero skips:
OpenAPI 34, read-only settings 2, diagnostic catalog 25, PostgreSQL
diagnostics 7 and dependency scheduling 13. PostgreSQL fixtures ran
normal migrations before test imports.
- Earlier canonical proof at App `cd1c8c6` / Cloud `9f67531` includes
real 60-second rate and three 15-second quiet windows, useful work and
three revokes. Later paired proof at App `43af514` / Cloud `914eb0f`
plus its reviewed candidate includes normal DCR, PostgreSQL metadata, a
144,017-byte signed publication, actual ACK, cap/default-413 controls
and a real 15-second quiet window. The relevant producer/signing/wire
inputs remain byte-identical in this integration; shared changes are
qualified above. These remain source-scoped observations, not a fresh
full canonical run on the integrated tree.
- All known test owners, process groups and OS sockets closed; an
independent final PostgreSQL audit found no remaining test sessions. One
dependency-test trace recorded 46 opens and 45 close events. Its cause
is unknown; this is not claimed as proof of graceful closure.
- Fresh exact-head remote checks passed: 59 successful and 4 skipped
contexts, with a complete current 5/5 Greptile review and all seven
review threads resolved. Targeted local checks do not constitute a new
whole-repository test run.

## Risks

App and Cloud must agree on identity, revision, namespace, deadlines and
revocation. Partial rollout, unavailable authority or missing ACK must
retain awake debt. Shared startup/shutdown and settings changed since
the earlier canonical profile, so historical observations carry only
within their stated source scope. No deployed Railway/Neon suspension,
Cloud alarm, savings or complete hosted Dot/Muse acceptance is claimed.

## Model Used

OpenAI `gpt-6.1-sol` produced code and verification, with a Codex
coordinator reviewing and integrating the changes. The coordinator's
exact runtime model ID and context-window sizes were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-11-07 02:12:48 -06:00
131b566ca4 fix(workspaces): report safe Git restore diagnostics (#19736)
Return the restore stage and failure category with the existing HTTP409 rejection. Preserve the unsaved comment and editable draft. Keep nested saved-commit and clone-timeout diagnostics through preparation wrappers, and distinguish local Git file errors from authentication failures. Retain only safe process flags privately; no raw command cause is exposed.

All seven affected local suites pass (288 tests) and the layered server typecheck passes on supported Node25.6.1. Reviewed head 022eb7c2eb has Greptile Apex5/5, zero unresolved findings and all applicable CI passing (55 successful checks and4 intentional skips).

Co-Authored-By: Sentry Bot <sentry-bot@paperclip.invalid>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 21:33:59 -08:00
839d41aabb fix(server): retire owned plugin listeners before idle sleep (#19358)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Plugins receive durable agent lifecycle events through a registered
host.
> - The host uses a PostgreSQL LISTEN connection to wake delivery.
> - An idle report could return `none` while that host-owned connection
stayed open.
> - This change gives that listener an exclusive owner and closes it
during the current idle hold.
> - Release or expiry restores listening before journal replay.
> - Failed close and pending work continue to block sleep.

## Linked Issues or Issue Description

Refs #18988, which is now merged. This focused ten-file change now
targets master. Current integrated candidate:
`0f83005122ef1bdb1f1e08f8f58424c9a840ebb1`, with actual master
`644ee66f5d4ae8365fe8b9eca57df2be7405b5ab` preserved through normal
merges. No history was rewritten.

**What happened?**

A normal local App with an installed lifecycle plugin could return an
idle `none` report while its lifecycle LISTEN backend and socket stayed
open.

**Expected behavior**

The host must close its own listener before it reports idle safety. It
must retain other subscriptions, durable events, company scope, retry
deadlines and useful reactivation.

**Steps to reproduce**

Start the normal server with a lifecycle plugin. Create an agent and
wait for its durable acknowledgment. Stop the server, create another
agent while it is stopped, and restart with the same files. Request an
owned idle hold after ordinary replay. Check the exact listener backend
and matched Node socket before shutdown. Let the valid hold expire
naturally, then make an ordinary authorized agent update and check its
durable plugin acknowledgment.

Live executing or persistent preview services remain active. The
separate hosted preview dependency
[paperclip-cloud#478](https://github.com/paperclipai/paperclip-cloud/pull/478)
retains its own App and operator prerequisites. This PR does not claim
deployed preview or suspension acceptance.

## What Changed

- Add a private, exclusive database listener owner that inherits the
normal client policy.
- Prepare plugin lifecycle retirement after native retirement under the
same current idle hold.
- Use one delivery-eligibility helper for dispatch and idle journal
inspection. It preserves the same manifest, capability, company-disable
query, and skip rules.
- Close only the owned listener. Keep failed close ownership and
inspection failures visible.
- Resume listening on normal release or expiry, before journal replay.
- Preserve disabled-feature retry history and the original deadline on
re-enable.
- Await lifecycle disposal during normal shutdown and consumer teardown.
- Add owner regressions and document the lifecycle contract.

## Verification

**Current integrated source:**
`0f83005122ef1bdb1f1e08f8f58424c9a840ebb1`. Fresh normal Runner
TypeScript passed in 0.785 seconds. The complete normal App layered
semantic check passed in 28.284 seconds. All tracked source, the
lockfile and the 18 separate private witness inputs stayed unchanged.
Known compiler owners closed and the isolated temporary home was
removed.

**Current product qualification:** at measured integration
`896cc9b62993e6ed10418d7a7417e1ddbf8dc89c`, all three whole files passed
with no failures or skips: lifecycle delivery 40, runtime hooks 20, and
runtime assignments 24. The actual physical LISTEN and natural-expiry
controls passed. All owned clients and captured processes closed.
Independent final session checks were zero before normal deletion of
each successful test database.

**Normal full-App physical retirement:** the original case passed in
47.574 seconds. It exercised real startup, readiness, SDK callbacks,
durable ACK, foreign-company exclusion, physical stop, offline input and
cold replay. The initial unknown hold and its ordinary release remain in
the evidence. After the original 30.5-second cadence, a new valid hold
returned quiescent. The exact current cold-App LISTEN backend and its
matched Node socket closed before server stop.

**Normal full-App natural expiry:** the separate original case passed in
77.391 seconds under its original 90-second body cap. The final valid
30-second hold expired naturally. A new listener backend and matched
current App socket appeared before fresh input. An ordinary authorized
agent-name PATCH produced journal event 20, the actual SDK callback and
durable ACK. Foreign exclusion and readiness assertions passed. The
final measured hold had no manual release, replacement hold or shortened
TTL. The original preparatory unknown hold, ordinary release and
30.5-second cadence remain explicit.

Both App cases used the normal current server helpers and actual SDK
bundling/worker entry. A private compatibility change supplied the same
owned HOME at the exact existing child-fork boundary. It did not change
the product helpers, business assertions or timing limits. These
separate acceptance fixtures remain outside the focused product diff.

**Source carry to the current candidate:** all nine other owned files,
listener mechanics, actual producer paths, SDK paths and measured hold
behavior are unchanged. The sole owned intersection from newer master is
an independent environment-delete cleanup callback in `app.ts`. The
plugin witnesses do not call that route. Normal merges preserve every
unrelated master blob and file mode. The fresh current semantic checks
above qualify the integrated source. New master Native crash-recovery
and saved-copyback Retry capabilities are not claimed by these plugin
cases.

**Actual master merge target:** newer master contains retained plugin
Runner release/resume and other Native recovery fixes. The projected
combined target passed fresh normal Runner TypeScript in 0.799 seconds
and the full App semantic check in 29.715 seconds. All ten plugin-owned
blobs and modes remain exact to the published head; every unrelated
master change is preserved. The measured plugin cases create no Native
provider turn or warm Native session. The unchanged
native-first/plugin-second ordering still checks the native result
before listener retirement. Later sparse-checkpoint and Native
response-publication changes do not enter those paths. This is a scoped
source carry, not new hosted Runner acceptance.

**Failures retained:** an earlier reactivation fixture's real timer
returned one millisecond before its original wall-clock expiry. Its
private fixture now waits any positive remainder and retains the same
expiry assertion and limits. The earlier partial-composition `unknown`
result remains distinct from normal-startup proof. Current qualification
also exposed missing normal workspace dependencies and a private guard
that assumed loose Git refs. Normal owned dependency setup and an exact
loose-or-packed reader fixed those setup failures. No business
assertion, timeout, permission boundary or product sleep gate was
relaxed.

Repeat focused product coverage with a fresh external fixture database
and the normal server Vitest command, one worker:

```sh
pnpm --filter @paperclipai/server exec vitest run src/__tests__/plugin-lifecycle-delivery.test.ts --maxWorkers=1 --no-file-parallelism
pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-runtime-hooks.test.ts --maxWorkers=1 --no-file-parallelism
pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-runtime-assignments.test.ts --maxWorkers=1 --no-file-parallelism
```

Exact current head `0f83005122ef1bdb1f1e08f8f58424c9a840ebb1` has 60
successful checks, three skips and one neutral result, with no pending
or failing contexts. Greptile completed its full review at 5/5 with no
actionable issue. All root and nested review pages were read; the
earlier eligibility finding is resolved. Ponytail's latest turn stopped
before a verdict. A normal retry was requested; no current Ponytail
verdict or score is claimed. Previous `3ca86ec` CI and scores are
historical. A full local repository typecheck/test/build or browser run
is not claimed. Controlled local App/SDK/PostgreSQL proof does not
establish live provider, deployed Railway/Neon suspension, signed Cloud
alarms or global exactly-once delivery.

## Risks

- A listener close failure or uncertain inspection must continue to
block sleep.
- Release, expiry, configuration changes, and journal arrival can race
with retirement. Epoch and current-hold checks retain conservative
results.
- Delivery remains at least once across uncertain ACK boundaries. This
change does not add global exactly-once delivery.
- The database helper closes only its exclusive listener client. Other
owners and subscriptions keep their resources.

## Model Used

OpenAI `gpt-6.1-sol`, reasoning and code/tool use. The managing Codex
agent implemented shared database/composition seams and reviewed the
change; its exact model ID was not exposed. The runtime does not expose
a verified context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-11-06 22:56:47 -06:00
DottaandClaude Opus 5.5 aed053633e fix(environments): run pending sandbox cleanup when an environment is deleted (#19716)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators delete a sandbox environment, optionally with consent to
destroy its sandboxes (`DELETE
/api/environments/:id?destroyReusableSandboxLeases=true`)
> - A sandbox whose teardown failed or was interrupted is kept as a
`pending_cleanup` lease, and it blocks the delete
> - The cleanup sweep retries such a lease only after a cooldown of up
to 5 minutes
> - A consented delete therefore returned 409 `pending_sandbox_cleanup`
for minutes. A caller with a shorter deadline gave up, and the
environment and its sandbox stayed behind
> - This pull request makes the consented delete run one teardown
attempt for the environment's pending cleanups now, then re-check
> - The benefit is that a consented environment delete completes as soon
as the provider teardown succeeds

## Linked Issues or Issue Description

**What happened?**
After a restart chaos wave, the harness deleted the wave's Daytona
environment with `destroyReusableSandboxLeases=true`. The server
returned 409 `pending_sandbox_cleanup` every 3 seconds for the whole
120-second client deadline. A run lease had entered `pending_cleanup`
after its run failed, and the sweep's retry cooldown had not passed. The
environment was not deleted.

**Expected behavior**
With explicit consent, the delete tears down the environment's own
pending sandbox cleanups and completes when that teardown succeeds. A
teardown that fails, or one already in flight elsewhere, still blocks
the delete.

**Steps to reproduce**
1. Leave a sandbox lease of an environment in `pending_cleanup` with a
future retry time.
2. `DELETE /api/environments/:id?destroyReusableSandboxLeases=true`.
3. On master, the response is 409 `pending_sandbox_cleanup` until the
cooldown ends.

Refs #19696 (restart recovery for creation and teardown claims; this
builds on it).

## What Changed

- `heartbeat/recovery.ts`: `sweepPendingCleanupLeases` accepts
`environmentRetry: { environmentId, actorId }`. Like the existing
run-scoped explicit retry, it bypasses the cooldown for one attempt,
never takes over an in-flight attempt, and logs
`environment_lease.cleanup_retried` with reason `environment_deleted`.
It touches only that environment's leases.
- `routes/environments.ts`: when the delete has consent and the only
blockers are pending cleanup and reusable leases, it runs that retry
first, then re-reads the blast radius. The existing reusable-lease
destroy and the final guard are unchanged. The new dependency is a
narrow, optional `retryPendingEnvironmentCleanup` option; without it,
behavior is unchanged.
- `app.ts`: wires the option to the existing heartbeat service instance.

## Verification

- Red, then green:
- `environment-routes.test.ts`: "runs the environment's pending sandbox
cleanup now and deletes with explicit consent" and "keeps rejecting when
the consented pending cleanup attempt does not finish" fail before and
pass after. "does not run pending sandbox cleanup without consent or
past another blocker" passes in both.
- `heartbeat-pending-cleanup-sweep.test.ts`: "runs one attempt for a
deleted environment's cleanup during its cooldown, scoped to that
environment" fails before and passes after. It checks that another
environment's lease and an in-flight claim are untouched, and that the
activity log is written.
- `sandbox-creation-operations.test.ts`: "reclaims an issue-bound
creation after its run failed and the issue finished on a later run"
covers another chaos finding. A creation intent bound to an issue was
interrupted by SIGKILL 0.5 s after it committed, its run ended
`process_lost`, and a later run finished the issue. The test fails on
the code before #19696 and passes on master, so #19696 already covers
this case. The test is kept as a regression.
- After rebasing on master, `environment-routes`,
`heartbeat-pending-cleanup-sweep`, `agent-runner-qualification-routes`
and `sandbox-creation-operations` pass (192 tests). `tsc --noEmit`
reports no errors in the changed files.

## Risks

- A consented delete now makes provider teardown calls for pending
cleanups. Those sandboxes were already queued for destruction, and the
operator consented to destroy the environment's sandboxes.
- One explicit attempt counts toward the lease's attempt cap, the same
as a user Retry.
- The delete request now waits for those teardown attempts. Each attempt
uses the existing plugin timeouts.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 21:28:54 -06:00
18be7ac696 fix(server): retire idle native sessions before tenant sleep (#18988)
## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - Native agents can retain a warm session between useful turns.
> - That owner must close and save its files before the tenant can
sleep.
> - A failed close must keep the owner visible until retirement
succeeds.
> - This PR prepares idle resources under the exact current admission
hold, then takes a fresh safety snapshot.
> - Busy turns, uncertain closure and changed holds still prevent sleep.
> - CI also exposed a chat authorization race. The fix repeats full
authorization after the exact delivery commits.

## Linked Issues or Issue Description

Refs #18639 for local work and incoming wake boundaries. Related #18829
covers suspension receipts after admission.

**What happened?**

Idle preflight did not retire warm Native owners. Three failed-close
paths could forget an owner without proving that its provider stopped.
CI also found a false chat rejection when a delivery changed from
processing to processed between two validation reads.

**Expected behavior**

Retire only idle owners under the exact bounded hold. Wait for closure
and file collection. Retain failed owners. Scan safety after
preparation. Keep diagnostic reads passive. A newly committed chat
delivery must pass the full current authorization checks before
attestation succeeds.

**Steps to reproduce**

Finish a warm Native turn. Start an idle drain and request safety with
its owner ID. Delay or reject provider closure, or replace the hold
during preparation or scanning. The report must keep the instance awake.
For the chat race, commit the exact delivery between the first binding
read and its fallback read.

**Paperclip version or commit**

Current head `7f6f02b611dcf5a9a2b05173a44e9631eaf78058` normally
integrates actual master `1aa0c3639714f4976cfa56f95aae6e2b7d1235ac`. The
merge preserves every unrelated master path. Fresh exact-head CI and
complete review remain required.

## What Changed

- Retain uncertain Native owners after failed restart, idle timeout and
failed-turn closure.
- Prepare Native retirement through the existing heartbeat facade. Reuse
provider closure and stopped-file collection.
- Track preparation under the exact idle owner and expiry. Reject new
activity, changed holds and expired holds before and after awaited work.
- Take the final durable and local safety snapshot after preparation.
Keep diagnostic inspection passive.
- Cover ephemeral workspace retirement and useful next use, supported
plugin drain and SDK persistence, busy owners, failed closure and hold
replacement.
- Keep dedicated recovery storage explicit. Use the same validated
options for support and storage. Probe-free helpers retain the original
implementation bodies and preserve default callers.
- Complete the Native fixture through real retirement and budget
evaluation. Keep its rejection, file, credential, accounting and strict
NONE assertions.
- Repeat the complete chat authorization once if the fallback sees the
exact batch now processed. Preserve owner locks, principal and binding
checks, denial handling and the original retry deadline.

## Verification

- The support-mode regression reproduces one failure with four passes
under the old policy, then passes all five controls. It retains prior
allocation and cleanup cases. The explicit mode does not probe embedded
PostgreSQL or use an admin alias.
- The deterministic chat race baseline reproduces two authorized
failures with all four current-authority denial controls passing. Both
Slack and Discord use real PostgreSQL and the real authorization
function. The negative setup commits before the attestation transaction;
it does not claim to revoke access through a row lock.
- The product fix passes normal own App declaration emission with no
public declaration changes, plus both current normal owning compiler
programs (399 and 611 roots). The same six controls pass after the fix.
The full original file plus these controls passes all 30 tests with no
skips.
- The original controlled Native continuation passes: one test, no
failures or skips, 1.718 seconds in its body and 23.138 seconds in its
launcher. The original 40-second case and 180-second outer bounds are
unchanged. It verifies held closure, strict NONE, an ordinary authorized
comment, saved session/files, useful output, encrypted credentials,
accepted results and settled accounting. All ten observed processes and
groups close; worker connections and listeners reach zero. A separate
post-owner audit finds zero sessions; the successful owned database is
normally removed.
- Earlier preparation, HTTP, lifecycle, workspace and plugin controls
remain source-specific evidence. They are not a claim that every
final-tree test ran locally.
- The original CI assertion log is retained. The controlled race proves
a possible cause; the original CI SQL schedule was not captured. Two
other jobs lost their self-hosted runners and provided no test verdict.
Earlier asset timeouts, readiness failures and unexplained later
recovery remain separately recorded. No timeout, failure predicate or
authority check was weakened.

Focused public commands:

```sh
pnpm exec vitest run server/src/__tests__/idle-sleep-preparation.test.ts server/src/__tests__/instance-settings-routes.test.ts --maxWorkers=1 --no-file-parallelism
pnpm exec vitest run server/src/__tests__/heartbeat-reviewed-chat-binding.integration.test.ts --maxWorkers=1 --no-file-parallelism
```

Local database qualification uses fresh owned test databases on existing
PostgreSQL, bounded pools and one worker. The local allocation adapter
changes only database allocation for this test module; it runs normal
migrations and client cleanup. It is not part of the published source.
No new cluster is created.

Local acceptance measured the `0a69efa6` integration with the same
committed authorization bytes. The later normal master merge adds
startup-timeout classification and recovery changes. Those paths are
outside the controlled healthy-backend witness; retirement and
authorization hunks are preserved. Exact-head remote CI at
`7f6f02b611dcf5a9a2b05173a44e9631eaf78058` has completed with 56
successful contexts and four skips. The complete current Greptile
summary is5/5 with no new actionable findings; all review threads are
resolved. Ponytail’s current turn is explicitly paused without a
current-head verdict; earlier actual findings are fixed and accounted
for. No whole final-tree local repository build/test run, live-provider
restore or deployed suspension is claimed.

Actual master subsequently advanced to
`d5c4f7dd02d408a261cedd9a1926b9900a4aedc4`. Its local normal-merge
projection with this reviewed head preserves all20 owned paths and every
unrelated master blob and mode. Current Runner TypeScript, App
declarations and their full owning compiler programs pass. Focused
Native cleanup and warm-continuation composition checks are being
completed before merge; the new upstream suspension-retry behavior is
not inferred from the older controlled-backend witness. The remote PR
head remains unchanged.

## Risks

- Privileged idle preparation can close idle warm Native sessions. It
requires the exact current hold.
- Failed closure retains its owner and can keep the tenant awake until
normal retry succeeds.
- A changed hold cannot authorize sleep. Started cleanup remains tracked
until it settles.
- The chat repair can perform one extra full authorization read. It
keeps the existing deadline and does not grant authority from the
fallback query.
- Unsupported resources and active work retain their existing blockers.
This PR does not certify every transport, plugin or deployed host.

## Model Used

OpenAI `gpt-6.1-sol` produced the delegated changes and verification.
OpenAI Codex, based on GPT-6, performed managing review and integration.
Both used repository tools and code execution. The coordinator's exact
backend snapshot and context-window limits were not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green at exact head
`7f6f02b611dcf5a9a2b05173a44e9631eaf78058`
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
at the exact current head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-11-06 20:49:30 -06:00
DottaandPaperclip 7ac99718a4 fix(workspaces): fence legacy sources for online migration (#19642)
## Thinking Path

> - Paperclip coordinates AI agents and preserves their saved work.
> - Remote workspace storage replaces legacy host directories with
durable snapshots.
> - Several legacy workspace records can name one physical project
directory.
> - A task lock alone cannot exclude a new task that selects that
directory.
> - Terminal recovery records can retain valid sources after physical
writers settle.
> - This change fences the source through its real preparation and
lifecycle owners.
> - Idle ordinary sources can then migrate while unrelated remote work
continues.

## Linked Issues or Issue Description

**What happened?**

Online migration rejects ordinary legacy directories when several
workspace records name the same path. A source inspection found 45
aliases across three project roots with no root Git marker or previously
imported nested child. The instance also had unrelated running remote
work. Requiring the whole instance to drain prevented useful migration
of these idle sources.

Terminal native sources and superseded finalization attempts also remain
blocked after their exact physical and durable owners settle. Their
files, provider allocations and recovery records must remain available
through the change of file authority.

**Expected behavior**

Migrate an idle ordinary source under a derived physical source fence.
Let unrelated object-backed turns continue. Preserve provider and
recovery obligations. Keep unknown writers, shared Git stores and
uncertain source state blocked.

**Steps to reproduce**

1. Create several local workspace records for one managed project
directory.
2. Give the aliases different source tasks. Leave their local writers
idle.
3. Keep a valid remote workspace turn running on another source.
4. Inspect or apply migration to an alias. The old owner returns
`overlapping_workspace_requires_maintenance`.
5. Retain a terminal native prepared source with a null coordinator
owner, or an old finalize attempt with an exact later committed receipt.
The old online path keeps these sources blocked.

**Paperclip version or commit**

Current tested head: `7478c817f09f7eed396922c0f7831af07ae6ff14`, based
on master `8621bcf53ee2e4bbefb7d193add42dd544ca06e8`. Related recovery
work: #19131.

**Deployment mode**

Hosted native Runner with remote workspace storage. Qualification uses
disposable local PostgreSQL databases, actual archive/storage owners and
synthetic source trees. The source observations were read-only.

## What Changed

- Retain the existing company/task source keys and add one physical
managed-project key. Heartbeat source selection, materialization, reopen
and lifecycle owners share it. Configured aliases of canonical task
directories retain their original task key.
- Fence runtime provision and each configured service CWD through both
startup owners. Check all unsettled service CWDs for physical source
overlap, even when workspace IDs differ. Runs with no services keep
their filesystem-free path.
- Derive a bounded ordinary alias closure. Lock every alias task and
lifecycle key. Reject foreign companies, changed membership, unproven
descendants, included Git metadata and other unresolved writer
obligations.
- Commit remote authority on the connection that holds source exclusion.
Refresh a stale selected local workspace after admission if migration
published remote authority. Publish activity after commit.
- Admit exact terminal native recovery sources under the existing
physical finalizer keys. Bind descriptors, allocations and owner
checkpoints to journaled fingerprints. Recheck them before capture and
publication.
- Add a separate company-scoped online entry for exact superseded
finalization receipts. Keep the offline entry's deployment prerequisites
and keep inventory read-only.
- Document the proof and the remaining Git/common-store extension. The
original files stay in place. No new scheduler, deployment action or
database migration is added.

## Verification

- Review found that the real reopen path could hold lifecycle exclusion
while waiting for a project source. The new actual nested-reopen
regression failed before the repair: lifecycle lock count was 1 while
another connection held the project fence. The repair acquires declared
and physical project sources before reconstruction and lifecycle. The
contention case, ordinary-fetch restore and runtime nested restore
passed. The lifecycle-worker restore first completed in 16.64 seconds
but exceeded its unchanged 15-second body limit; a bounded warm rerun
passed at that same limit. Both wrappers exited and completed cleanup.
The source type graph, module-boundary check and diff check pass. Final
7478 CI passed: 58 successful jobs, three skipped, one neutral and a
successful Snyk context. Fresh Greptile is 5/5 for exact7478, with no
unresolved threads. [Final
CI](https://github.com/paperclipai/paperclip/actions/runs/42318150314/job/128240631573).

- Full CI on `e4283b3452` passed the other server, build and type
checks. One exposure owner case failed: two execution workspaces
received one preview pair after source admission serialized their
starts. The first local seven-case run reproduced that failure; adding
the owner argument alone did not change the hash payload. The completed
repair binds run-scoped reuse to its execution-workspace owner. All
seven existing real-process/fake-broker cases then passed in 13.81
seconds, with wrapper exit 0 and cleanup complete. Public scope IDs and
explicit project/agent sharing are unchanged. The final7478 head passed
all required CI and fresh review gates.

- The service/source/restore owner canary passed 25 cases across four
suites before the final no-service fast-path guard (41.33 seconds). This
includes actual project service processes with a different project ID
and no execution-workspace ID. Their startup waits for source ownership,
migration stays blocked while they run, and the source becomes eligible
after their verified stop. The final three-case runtime canary passed at
the final source inputs (18.70 seconds). It covers that fast path and
both service-CWD variants. Both wrappers exited 0 and completed cleanup.
- The boundary-repair canary passed 9 cases across four suites at
`7c18f1c170`. It covers the real rehome/conversion gateway, project
command provisioning, future task selection, stale imported authority,
foreign-company binding, and existing standalone filesystem callers. The
shared PostgreSQL wrapper exited 0 and completed cleanup. Duration:
94.15 seconds.
- The P1 diagnostic passed 46 cases across five suites at the pre-rebase
P1 revision. It covers the actual importer with an export warning
created by `recordNativeFinalizationFailure`, strict
prepared-source/action bindings, finalizer locks, source/lifecycle
races, unrelated remote execution, and bare Git with external
alternates. It uses the repository shared PostgreSQL wrapper,
`--fsModuleCache`, and a local-only 90-second hook allowance. Duration:
245.44 seconds. No product timeout changed.
- The canonical retained-directory compatibility check passed 22 cases
across two suites. Missing archived task directories still import from
authenticated restore points; they do not need a present-directory
source proof.
- Both initial P1 regressions were observed before the fix. The real
finalizer warning made the importer ineligible. The old archive owner
accepted a nested bare repository borrowing external objects. The new
cases pass and preserve the original warning, prepared descriptor,
allocations and files.
- Prior attempts remain non-passes: the first 23-case canary passed on
an earlier head; its exact-head rerun hit 30-second database
setup/cleanup limits. A read of the owned PostgreSQL server found a
template clone waiting on `DataFileExtend` for 58 seconds. A broader
owner run was intentionally interrupted during slow existing heartbeat
setup. One diagnostic invocation used an invalid CLI option and executed
no tests. A later review canary passed 21 cases and failed the new real
restore contention case: cwd-only admission missed the declared project
of an external worktree. Its fixture also omitted the required
file-repository authorization callback and produced an unhandled
rejection after the failed assertion. The repaired run passed 22 cases,
exited 0 and completed cleanup. These earlier failures are not reported
as passes.
- The recovery owner passed 37 PostgreSQL cases, including 14 new and 23
existing finalized-recovery cases. The operation reconciliation owner
passed 40 cases. The initial archive run passed 103 cases and found a
missing closed diagnostic entry; the corrected diagnostic and expanded
Git rejection cases pass in the P1 run.
- The full server type graph passes with the Runner source exports
mapped locally because this checkout has no built Runner declarations.
The latest module-boundary check and `git diff --check` pass. Standard
package build/typecheck and broad final-head regression coverage remain
required in CI.
- The initial CI exposed missing admission scopes for standalone
filesystem APIs and a changed foreign-company error. The latest repair
keeps those APIs independent of a database and holds physical fences at
their actual database-backed mutation owners. The branch also includes
the existing master fix for unchanged Runner default-model assertions.
New review findings and new-head CI are being checked.
- The local canary command and bounded source selection are documented
in `doc/plans/2026-11-06-online-ordinary-source-fence.md`. Source
observations only read data. A fresh bounded metadata probe found 254
pending legacy records and zero unsettled local-process services. No
live import, hold, cancellation, provider action or source filesystem
write was performed for this change.

## Risks

- Run-scoped reuse now includes execution-workspace ownership in its
private key. Explicit project/agent sharing keeps its previous identity.
- A missing writer owner could make a source proof unsafe. Admission
derives physical aliases, includes future project selection and retains
all existing source/lifecycle/finalizer locks. Unknown and changed state
fail closed.
- Cross-company physical alias checks use bounded minimal-path pages.
Lexical-prefix filtering cannot safely replace them because a symlink
can hide a foreign alias. Unknown paths or more than 10,240 foreign
records leave the source explicitly unproven. More than 1,000
same-company local records also fail closed.
- The project key can serialize local preparation within one project. A
first project waits; additional project acquisition fails on contention
to avoid a lock cycle. Remote authority keeps its remote preparation
path.
- Recovery preservation does not prove provider termination or
successful file recovery. Existing provider allocations, checkpoints,
task intent and recovery actions remain authoritative.
- This slice does not finish shared Git migration. Git
administrative/common-object/alternates closure and exact nested
imported-child coverage remain the next owned extension. No global
writers-stopped shortcut is used online.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use and code execution.
The host does not expose a more specific backend model ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 18:42:45 -06:00
Devin FoleyandPaperclip 2a4a001d37 Preserve GitHub access repair guidance for MCP callers (#19655)
Return GitHub permission denials as failed MCP tool results with trusted,
connection-specific recovery guidance. Explain the personal-account and
organization App installation boundary without replaying writes or bypassing
provider-content checks. Align the repair steps with the Permissions UI.

Cover enabled model checks and malicious provider failures across direct
calls, connection tests and stored approvals. Repair the CI-exposed synthetic
onboarding environment fixture without weakening cancellation assertions.

Verified 311 targeted tests, six onboarding Playwright tests, server
typecheck, module boundaries, full CI and Apex 5/5 with all threads resolved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 16:32:27 -08:00
DottaandPaperclip 6be71028ad Prepare online ephemeral enrollment through signed Cloud control (#19660)
## Thinking Path

> - Paperclip manages agent work through a control-plane web server.
> - A replacement web server needs shared durable data and the original
signing identity.
> - Existing enrollment exports that identity only after a global drain
and offline migration.
> - Online enrollment needs a separate preparation operation while agent
work continues.
> - This change adds a purpose-bound Cloud control operation with
existing data and key owners.
> - The result is an audited preparation receipt, with no permission to
stop agents or detach storage.

## Linked Issues or Issue Description

Refs #19038. Refs #19024.

**What are you trying to improve?**
Allow Cloud to prepare an already migrated tenant for volume removal
without the offline migrator or a global-idle gate.

**What problem does this solve?**
Cloud must preserve the original decision key before starting a
replacement with static ephemeral mode. A tenant session must never gain
key-export authority.

**What would the improvement look like?**
A fresh exact-action Cloud assertion obtains a private, deployment-bound
preparation receipt. Unfinished durable-data migration and invalid
replacement configuration block export.

## What Changed

- Add the signed `ephemeral-enrollment:prepare` control action and a
strict UUID-only POST route.
- Check existing durable-data eligibility and ephemeral configuration
before reading the original key. Never create a missing key.
- Audit only public preparation metadata. Keep HTTP diagnostics
secret-sensitive and the response non-cacheable.
- Bind the receipt to the attempt, stack, build commit, Railway
deployment, time, static mode and key digest.
- Always return `enrollmentReady: false`. Cloud still needs to arm a
replacement, verify old writers have stopped, repeat eligibility and
qualify native handoff before detaching the retained volume.

## Verification

- PASS: 80 focused tests across the preparation owner, signed route,
existing Cloud control, HTTP privacy and OpenAPI route coverage.
- PASS: 2 real PostgreSQL cases. Concurrent copies of one signed request
export once; the durable receipt still rejects reuse after clearing the
process fence. Normal run admission before skill pins is allowed;
missing durable skill installation remains blocked.
- Genuine prepatch RED: the same two PostgreSQL cases exported twice and
rejected ordinary admission. The fixed owner was restored automatically
after the comparison.
- PASS: server TypeScript check with workspace dependencies built.
- Fixed the first CI route-coverage failure by declaring this private
control endpoint in the existing explicit OpenAPI exclusion registry.
- Initial local HTTP execution lacked sandbox socket permission; the
reviewed run passed. Initial PostgreSQL fixtures enabled durable files
too late and reused an issue prefix; those fixture defects were
corrected before the red/green comparison.
- All required CI gates pass on
5346721847. Fresh Greptile review is 5/5
and all review threads are resolved. No deployment, volume detachment,
admission change or agent stop is performed by this PR.

## Risks

- The private response contains the original signing key. Only a fresh
stack-bound assertion for this exact action can obtain it. The Cloud
consumer must pass it directly to its existing vault owner and must not
expose it through admin responses or registry metadata.
- Eligibility is an observation. It cannot replace static writer
restrictions or qualified ownership handoff. This PR deliberately
supplies no detach or readiness authorization.
- Cloud transition integration is still required. This PR alone does not
enroll an instance.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution and browser
tools. The host does not expose the exact serving model ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 18:00:28 -06:00
Nicky LeachandClaude Opus 5.5 913102870d fix(environments): fill the managed instance default once, under a lock (#19632)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On a managed instance under `enableManagedSandboxOnly`, boot points
the instance default at the managed sandbox when nothing deliberate is
set
> - That write read the default and wrote it later without a lock. Two
overlapping boots, or a boot and an admin write, could overwrite a value
the other had just committed
> - A revert path also reset that stamped default whenever the mode was
turned off, so a platform-filled default could change again later
> - A planned plugin-environment default should fill only an unset
default and never change a set one, which needs every instance's default
to stay set
> - This pull request makes the fill one locked transaction and removes
the revert, so a filled default is an ordinary set value
> - The benefit is a single, race-free rule: boot fills an unset default
once, and nothing changes a set default afterwards

## Linked Issues or Issue Description

Refs #19551 (the plugin-environment default that builds on this rule)

**Subsystem affected**
Server environments: the managed environment bootstrap and the instance
settings route.

**Problem or motivation**
`applyManagedEnvironments` read the instance default, decided, and wrote
it in separate steps with no lock, so a concurrent boot or admin write
could be overwritten. When `enableManagedSandboxOnly` was not declared,
a revert reset a default the platform had filled. That needed a
`managedDefaultStamped` marker, plus a marker clear on every admin
default write. A later boot could therefore change a default that had
already been set.

**Proposed solution**
Fill the default in one transaction that locks the instance default row
and rechecks it. Fill only an unset, local or deleted default. Remove
the revert and its marker, so a filled default behaves like any other
set value.

**Alternatives considered**
Keeping the revert and adding locks to it. A revert on a mode change
would still move an existing instance's default later, which a fill-only
plugin default cannot tolerate.

**Roadmap alignment**
This narrows existing managed-environment behaviour. It adds no product
surface.

## What Changed

- New `server/src/services/managed-instance-default.ts`:
`fillUnsetInstanceDefault(db, environmentId)`. In one transaction it
creates the settings row if needed, locks the instance default row (`FOR
UPDATE`), and rechecks the current value. It writes only when the
default is unset, names the local environment, or names a deleted
environment. Any other set default is kept.
- `server/src/services/managed-environments.ts`:
- Under `enableManagedSandboxOnly`, the managed sandbox fill now uses
that helper, through a new `fillInstanceDefault` test seam.
- The mode-off revert and the `managedDefaultStamped` marker are
removed.
- The unused `instanceSettings` seam option is removed, along with the
`getById`, `update` and `findManagedSandboxEnvironment` methods of the
environments seam.
- `server/src/routes/instance-settings.ts`: an explicit default write is
a plain `update` again. The marker clear and its transaction are gone.
- `doc/DEVELOPING.md`: the "Managed environments" section states the
fill rule.

Existing rows may still carry `managedDefaultStamped` in their metadata.
Nothing reads it any more, and it is not part of the managed stock hash.

## Verification

- `cd server && npx vitest run
src/__tests__/managed-instance-default.test.ts` (embedded Postgres):
- The fill writes an unset default, including on a fresh instance with
no settings row. It also writes a default that names the local
environment, or one whose environment was deleted.
- It never changes a default set to an ssh, plugin or other sandbox
environment, and leaves a default that already names the target alone.
- Controlled overlap: an uncommitted admin default write makes the fill
wait, and the fill then keeps the admin's value. This test fails without
the row lock.
  - Two overlapping fills: exactly one writes.
- Real boot pass: the default is filled under managed-sandbox-only and
stays the same after a boot with the mode off. A set default stays on
every boot.
- `npx vitest run src/services/managed-environments.test.ts
src/services/managed-environments-plugin-entries.test.ts`: the fill runs
only under managed-sandbox-only, with the managed sandbox row. It never
runs for a plugin environment. Nothing is written when the mode is off.
A failed fill does not fail the ensure.
- `npx vitest run src/__tests__/instance-settings-routes.test.ts`: an
explicit default write is a plain update that touches no environment
row.
- `npx vitest run src/__tests__/managed-plugin-environments.test.ts
src/__tests__/environment-routes.test.ts
src/__tests__/server-startup-feedback-export.test.ts
src/__tests__/instance-settings-service.test.ts`: pass.
- `pnpm --filter @paperclipai/server typecheck` passes.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them.

## Risks

- Behaviour change: when `enableManagedSandboxOnly` is turned off for an
instance, a default the platform filled with the managed sandbox now
stays. Local execution is still allowed then, but it is no longer the
default unless an admin picks it.
- No schema change. Stale `managedDefaultStamped` keys stay in some row
metadata and are ignored.
- The fill holds the instance default row lock for one short transaction
at boot.

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

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 15:01:58 -08:00
e482f0f632 fix(server): shed only retryable object-journal reads under load (#19176)
Client polling can exhaust the shared object journal queue and reject log persistence. Bound ordinary object-log and trace reads, keep persistence and internal verification queued, and return retryable 503 responses when reads are busy. Leave feedback exports unsent until every log page is available.

Validation: 72 latest-master affected tests and 10 workflow tests pass locally, with the workflow fixture passing strict TypeScript checks. The preceding broader run passed 280 server tests with two opt-in S3 skips. All applicable checks on d0a937768d are green (56 success, three skipped); exact-head Apex review is 5/5 with no unresolved findings. Background persistence still has no fixed queue bound during a prolonged storage outage.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 13:47:25 -08:00
DottaandPaperclip 124b2cd0ad fix(server): certify background deadlines for idle tenants (#19001)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Background services own future checks, retries, and recovery work.
> - An idle tenant can stop only when a durable wake covers its
remaining duties.
> - The current alarm catalog covers several domains but leaves these
owners blocked.
> - A saved future timestamp alone cannot prove that reconstruction or
admitted work has settled.
> - This pull request binds durable domain snapshots to the actual
registered worker revisions.
> - The tenant can hand off supported future duties and retain all
checks for uncertain or active work.

## Linked Issues or Issue Description

No matching public issue was found. Related work: [domain deadline
handoff #18656](https://github.com/paperclipai/paperclip/pull/18656),
[owned blocker diagnostics
#18632](https://github.com/paperclipai/paperclip/pull/18632), and
[completed history proof
#18646](https://github.com/paperclipai/paperclip/pull/18646). The
separate [native idle-session change
#18988](https://github.com/paperclipai/paperclip/pull/18988) covers
runtime retirement. [Far-future retry re-probes
#13534](https://github.com/paperclipai/paperclip/pull/13534) changes
recovery responsiveness after an upstream success; this change preserves
existing retry decisions.

**What happened?**

Future status-card, external-object, skill-sync, watchdog, retry, and
quota duties lacked complete owner-bound coverage in the idle deadline
proof. A completed quota task could also retain its monitor policy and
timestamp and remain blocked after the scheduler had disarmed it.

**Expected behavior**

A settled registered owner can hand off its exact supported future
deadline. Active work, dirty reconstruction, transaction uncertainty,
changed revisions, claims, unknown state, and unsupported duties keep
the tenant awake. Completed history retains its data and stops recurring
work when the owner has no remaining duty.

**Steps to reproduce**

1. Produce a supported future duty through its normal service.
2. Let the registered worker finish reconstruction and admitted work.
3. Request an owned idle report with the negotiated domain deadline
catalog.
4. Check the saved earliest deadline and generation before durable alarm
registration.
5. Stop and reconstruct the worker. Check that ordinary admission and
claims resume useful work once due.
6. Complete a quota task. Keep its saved policy and timestamp. Check
that linked unfinished work still blocks sleep and that settled history
does not.

**Paperclip version or commit**

The owned patch was qualified at
`699c8569fa34338dd75cdc5731381ec1e2efdb45`. Publication head
`491fac368ee72eaac8ae105d53e6bf6b305d8a6a` normally merges actual master
`039e0dad2c51c80251e1302a19c5566e039c357a`. All 43 owned files are
byte-identical. All 29 new upstream paths are preserved. The later
normal current-master integration is
`8c912e1ba4fc66397a7341ade59373af8075068f`, described separately below.

**Deployment mode**

Source checkout with real PostgreSQL 17 and a controlled local Node
process. No deployed alarm, tenant suspension, database suspension, or
fleet result is claimed.

## What Changed

- Add registered-worker reconciliation revisions and invalidate them on
stop.
- Keep status-card, external-object, and skill deadline interpretation
with their owners.
- Reuse the watchdog classifier against the supplied database snapshot.
- Validate the exact saved retry run and paired queued wake.
- Validate legacy quota source bindings and the current assignee or
reviewer policy.
- Preserve common issue scope, dependency, sibling, and state checks for
covered waits.
- Compose normalized owner snapshots within the existing bounded
deadline proof and recheck revisions after inspection.
- Bind actual service and worker instances from server startup. Missing
bindings preserve existing blockers.
- Retain completed quota policy and timestamps while independently
rejecting linked unfinished runs or wakes.
- Block unconsumed budget evaluation inputs through the owning queue
predicate. Accounting policy and settlement stay unchanged.
- Bind completed quota history through fixed-size UUID-array parameters,
preserve exact company/task/source associations, and guard external
references before the run-ID join.
- Batch watchdog subtrees and shared classifier facts without changing
the 64-query or two-second proof budget; preserve exact company pairing
for first-run evidence.
- Extend production-path regression controls and document supported
coverage and limits.

## Verification

Current integration head: `688abc6cac6016b9fb50e5832f81e2975ed5d49f`.
Fresh exact-head checks completed with **58 successes, three intentional
skips and one neutral review**, including aggregate `ci / verify`. The
complete current Greptile review is **5/5**. The complete current
Ponytail verdict is **Ship (4/5)**, with only optional cleanup of an
unused MCP proof input; both prior correctness findings are resolved.
All review threads and nested pages were inspected. The normal master
merges preserve the registered retry deadline owner and current startup
completion log after the same readiness await. The earlier focused
evidence below remains tied to its tested source revisions.


Current-master integration `8c912e1ba4fc66397a7341ade59373af8075068f`:

- Normally merge actual master
`46fb933b0155d183ce64a8bdc4950d1b58c926f6`. Every nonoverlapping tree
blob retains its owning parent across 14,044 paths. All 42 owner-only
files and 15 critical binding/proof/readiness files remain
byte-identical. Three automatic overlaps preserve the existing watchdog
binding, conservative unavailable-reader fallback and optional actual
owner arguments. The two scoped-deadline conflicts retain the entire
upstream resource-reservation/mid-pass admission/abort algorithm inside
the existing reconciliation revision/running/failure fence, with both
parent test sets.
- Actual TypeScript 7.0.2 server noEmit passed in 9.434 seconds, normal
source declaration layers in 12.102 seconds, and four selected
test/helper/config layers extending the actual CI configuration in 3.167
seconds. No compiler option weakening, heap override, donor declarations
or SDK replacement stub.
- Focused PG0 controls passed: 102 scheduler/proof/owner controls in
16.451 seconds, including all 21 scoped-deadline cases; 121 startup
controls; and all 107 unchanged instance-settings route cases in 6.456
seconds. The latter first hit a local prewire-guard
listener-registration race. Only the ignored guard was corrected to
register the same actual OS-bound server port immediately after native
listen returns. Closed, unknown, foreign, offhost and PG destinations
remain blocked. Original failure evidence is retained; product code and
assertions were unchanged.
- The exact current UI policy command now reports zero findings (0.362
seconds); its seven scanner controls pass. The earlier dependent PR used
an old scanner/source baseline under a newly enforcing trusted workflow
and reported 397 findings. Carrying the genuine current master resolves
that mismatch without editing unrelated UI sites or relaxing the gate.
- Every meaningful worker checked its executing PID/thread/preload hash
and matching receipt. PG0 controls opened no PostgreSQL sockets; all
owned processes exited. Original dependency-cache/DNS, ignored-harness
syntax/type and guard failures remain separate from product results.
- This is fresh semantic and focused runtime qualification, not a local
whole-repository or current-head PostgreSQL acceptance rerun. The
upstream workspace-busy parked-retry/terminal-holder notification path
remains unchanged by this merge and needs its separate current-graph
producer check. Historical six-case/scale results below stay tied to
their measured sources. A matching controlled default-cadence follow-up
is in #19191; no fresh current-head two-cycle or deployed suspension
claim follows from this merge.
- All 59 exact-head check contexts now pass (55 success, one neutral,
three intentional skips), plus the legacy security status. The complete
edited Greptile review is 5/5 for this exact commit, with all
root/nested pages inspected and no unresolved threads. Ponytail stopped
without completing its new turn; it supplied no new verdict or finding.
Prior actual findings remain addressed. Earlier scores/checks below
belong to their explicit earlier commits.


On frozen clean merged source `699c8569fa`:

- Real PostgreSQL acceptance: **6/6 passed**,83.483 seconds wall. Actual
retry producer creates the exact saved run/wake; stopped and
reconstructed owner resumes through current admission, one durable
start, real local process output and normal task completion. Includes
cancellation, drain arrival, retained quota history with queued-run/wake
negatives, watchdog review settlement and budget-input
empty/pending/consumed control using the actual owner.
- Affected coordinator, deadline, scoped-deadline, recovery and
composed-proof controls: **78/78 in five files passed**,32.114 seconds
wall, worker 1/no file parallelism.
- `pnpm exec tsc --noEmit -p server/tsconfig.json`: **passed**,17.467
seconds. Native TypeScript 7.0.2 and Node 24.22.2.
- PostgreSQL tests use one dedicated test database, matching
fixture/admin URLs, pool limit four, one worker, and no embedded
fallback. Every run recorded unchanged source hashes and a clean
checkout.
- The eight-second real-clock retry is a domain execution check. It is
below the Cloud minimum wake lead and is not a positive accepted hosted
sleep cycle.
- The completed quota-history product failure and original
fixture/protocol failures were preserved; the owning-reader fix passed a
real PostgreSQL red/green regression before the fresh merged six-case
pass.
- After runtime completion, the dedicated database had zero other
clients and no owned runtime processes. All three qualification process
PIDs exited. The coordinator independently audits and drops the
database.
- Comment-only cleanup has equal strict TypeScript parser ASTs across 15
files. The final lexical audit finds no added comments relative to
actual master. `git diff --check` passed.
- Earlier retry fixtures omitted responsible-user membership, advanced
JavaScript time past the real PostgreSQL lease clock, or produced stdout
without normal task completion. Corrected fixtures use real membership,
an eight-second real deadline, and ordinary task comment/completion. The
last case exposed legitimate disposition repair rather than duplicate
retry promotion.
- The quota and watchdog controls first ran before admitted work or the
existing 30-second reconstruction duty settled. The stronger tests
require an interim blocked report and then exact settled-owner proof.
Production deadlines were not changed. The separate
completed-quota-history defect was fixed in its reader and verified with
linked unfinished-run and wake controls.
- The status/object and skill owners reviewed the actual final startup,
route and post-backup bindings. Their domain source evidence carries
where token-equivalent. The master coordinator coalescing change was
reviewed separately. Historical domain PostgreSQL results are not
presented as fresh full-suite results on this head.

The later master merge adds retry predecessor cleanup checks under the
existing issue claim lock. The source audit confirms unchanged saved
deadlines and run/wake identities. The three actual retry
lifecycle/cancellation/drain cases passed on the batched candidate with
this parent (31.817 seconds). Those local dependency controls preceded
the current exact-head remote run. Native backup preservation and
TestOps changes from master are retained. No pass is inferred for
changed dependency behavior solely from unchanged owned files.

Review repair published as `643f1e7400`:

- The original reader returned `unknown` after seven actual watchdog
reviews settled across seven companies. The unchanged composed-report
regression passed after batching; the final reader passed in 61.841
seconds, including active queued-work and stopped-owner rejection.
- A separate two-company red/green control rejects terminal-run context
from another company as first-run grace evidence. Shared facts are
serialized once, with per-root IDs and review summaries.
- The affected recovery, proof and diagnostic unit controls passed 47/47
(14.575 seconds). Startup owner-contract fixtures passed 121/121 (10.589
seconds).
- Diagnostic PostgreSQL controls passed7/7 (12.406 seconds), including
the normal budget-input producer and its exact blocker reason. Initial
empty-state setup uses the same cleanup as per-case teardown when a
dedicated test database is reused.
- Actual repository `pnpm exec tsc --noEmit -p server/tsconfig.json`
passed 12.710 seconds with no heap override. Final source has no added
code comments; whitespace checks pass.
- The original query-budget failure, two-company discriminator, initial
cross-suite fixture failure and an interrupted incorrect local-driver
selector are retained separately. The interrupted run is not a pass.
Independent cleanup found zero owned clients or runtime processes.

Quota-scale repair published as `6696a37f8a`:

- The exact 10,000-row completed-history case reproduced
`MAX_PARAMETERS_EXCEEDED`:90,002 bound parameters exceeded the driver's
65,534 limit, and the composed report returned `unknown` despite settled
owners. Original failure and actual driver diagnostics are retained.
- Fixed pending-work queries use three typed UUID-array parameters plus
the result limit, keeping exact company/issue/source tuple bindings. The
primary run-ID column stays uncast; a guarded CASE validates the raw
external reference before conversion. The 10,000-row cap and
64-query/two-second proof budget are unchanged.
- The same 10,000-row composed-report case passed 18.860 seconds, with
unfinished run/wake rejection, malformed-reference safety and
conservative 10,001-row overflow. Its fixture derives retained history
from the actual quota producer and normal task completion, expands valid
persisted issue/source pairs, then starts the actual registered owners.
- The existing actual quota producer case passed 14.187 seconds,
including exact future deadline, retained completion history, unfinished
work, real foreign-company source references and noncanonical/malformed
references.
- Affected owner/proof controls passed 22/22 (26.444 seconds).
Production server noEmit passed 16.039 seconds.
- CI on 643 identified TS7034/TS7005 in the settled-watchdog fixture's
initially untyped collection. It is now explicitly typed. A separate
affected-entry semantic check extending the repository's actual
`server/src/__tests__/tsconfig.json` passed 15.093 seconds: six affected
tests, two owner files, ambient declarations and current imported
source, with unchanged strict/module/lib/path settings. The production
server config excludes that test directory and is not presented as
test-layer proof. No custom suppression or replacement SDK stub was
added.
- All runs were sequential with pool max 4, worker 1,
source/config/command hashes and cleared inherited
provider/LIVE/other-database variables. Cleanup found zero owned
database clients or local runtime processes. At prior head
`6696a37f8a5718cd0f79054969a0084462d41d47`, all required CI gates pass.
The exact-head inventory has 55 successes, one neutral review and three
intentional skips. Greptile is 5/5. The complete latest Ponytail verdict
confirms the quota finding is fixed; its only remaining note is optional
unused MCP proof state, not a behavior defect. All three review threads
are resolved. The earlier 643 result remains historical.

The repository-wide typecheck, tests, build and browser gates passed in
the prior `6696a37f8a5718cd0f79054969a0084462d41d47` CI run. The new
`8c912e1ba4fc66397a7341ade59373af8075068f` full CI also passes. They
were not run as a full local workspace command in the focused PostgreSQL
lease. Local evidence above uses bounded external databases and does not
claim embedded-cluster, live-provider or deployed-alarm qualification.

## Risks

- An unsupported or uncertain owner state must remain blocked. An
optimistic exemption could lose work while compute is stopped.
- Changes during reconstruction or inspection must invalidate the proof.
A memory-only timer is not durable alarm coverage.
- Current authorization, budgets, cancellation, accounting, and resource
ownership still apply on dispatch. The proof does not grant execution
authority.
- The supported writer model uses in-process transaction signals and
startup/resume reconstruction. Independent SQL writers and other
replicas need an explicit wake contract.
- Native, review, coalesced, and taskless retry variants remain
conservative until their owner cases qualify. Reviewer quota and hosted
alarm qualification remain open.
- The shared catalog remains opt-in. Legacy callers and missing owner
bindings retain their old blockers.

## Model Used

OpenAI `gpt-6.1-sol` was the configured model for the delegated service
implementations and reviews. OpenAI Codex, based on GPT-6, performed
managing review and integration. Both used repository tools and code
execution. The exact served backend snapshots and context-window limits
were not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass on the final merged head
- [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 — exact current-head run passes
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
complete current-head review and all paginated threads inspected
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 13:48:55 -06:00
TonioandPaperclip c650f36007 fix(ui): refine agent profiles, identity editing, and list actions (#19535)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent pages expose identity files, reporting relationships, and
runtime settings.
> - Several controls had inconsistent spacing, weak navigation, or
misleading save feedback.
> - Empty task-row detail slots also reduced the title width before
truncation.
> - This pull request fixes those behaviors and aligns the reviewed UI
details.
> - The result is clearer agent editing and more readable task and agent
lists.

## Linked Issues or Issue Description

**What happened?**
Agent headers and file controls had inconsistent layout. The Identity
footer appeared without edits and did not provide clear save
confirmation. File names could wrap or omit the Markdown suffix. Task
titles truncated while empty detail slots occupied the row.

**Expected behavior**
Keep headers and actions aligned. Reveal the Identity footer only for
changes or save feedback. Use valid Markdown file names and actual file
dates. Let titles use available space.

**Steps to reproduce**
1. Open an agent overview, then its Identity tab.
2. Edit, undo, save, copy, and add an instruction file.
3. Resize the file panel and inspect file names and date labels.
4. Hover an agent row and inspect the Chat action and tooltip.
5. Open a task list with no recovery or external details and inspect
title width.

Related: #18716 is the prior UI bundle. #16934 and #14483 concern role
editing; this change does not add a role picker.

## What Changed

- Refine the character header, inline title and name editing, crown
position, runtime shortcut, and Chat/New task actions.
- Align profile metadata and manager selection; hide empty direct
reports.
- Refine Identity panels, Markdown filename validation, file-row hover,
truncation, Paper Mono typography, and copy feedback.
- Add a viewport-bound save footer with dirty, saving, and saved states.
Keep undo/discard separate from successful saves.
- Return recorded creation or modification dates for instruction files.
Reuse the active file transaction for metadata reads to avoid exhausting
the small connection pool.
- Reveal the agent-row Chat icon and label on hover, with a standard
delayed tooltip.
- Collapse empty task-row details so titles can use the available width.

## Verification

- Browser checks covered the local overview and Identity flows, narrow
file panels, successful file creation/update, undo/discard, header
navigation, row hover, tooltip delayed-open state, and full task titles.
- Focused instruction, save-footer, date, font-asset, and task-row tests
passed during development. After review, 55 file/instruction tests
passed, including cold restoration with recorded and unknown dates;
server typecheck and 18 immediate-save response tests also passed.
- Full `pnpm -r typecheck` and `pnpm build` passed after rebase onto
current master. The complete `pnpm test:run` attempt hit a 15-second
timeout in the existing chat Retry HTTP integration test; that case
passed in isolation (1 test passed). A second full attempt hit timeouts
in two other chat integration cases (GitHub webhook draining and
delivery retry budget); both passed in isolation without increasing
timeouts. All 55 remote checks passed on f31405a730, including the full
test matrix, build, typecheck, and final verification gate.
- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `git diff
--check` passed on the submitted revision.

## Risks

- File dates are optional. Managed files require recorded dates because
restored projections have synthetic filesystem timestamps. External
files can use modification time; unknown dates are omitted.
- Save-footer timing depends on animation completion; reduced-motion and
failed-save paths have tests.
- Global Paper Mono typography can change text widths. Browser checks
covered the edited surfaces.
- No schema migration or new execution permissions are introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 11:14:56 -08:00
Nicky LeachandClaude Opus 5.5 1206373a95 fix(environments): close Apex findings on managed plugin environments (#19526)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A managed instance gets its instance-level environments from the
`PAPERCLIP_MANAGED_CONFIG` document, and #19508 added plugin environment
entries to it
> - Greptile's Apex review of #19508 arrived after it merged, with three
findings
> - A credential inside an array nested in an array passed the secret
check and the response redaction
> - Recovery of an archived environment listened on one worker handle,
which a restart replaces, and its attempts were not tracked through idle
checks and shutdown
> - This pull request closes all three findings
> - The benefit is that credentials never pass the check, an environment
comes back after any worker restart, and shutdown never cuts off a
recovery write

## Linked Issues or Issue Description

Refs #19508 (the Apex findings this pull request fixes)

**Subsystem affected**
Server environments: the managed-config parser, the environment routes'
response floor, the managed environment bootstrap, and the plugin worker
manager.

**Problem or motivation**
Greptile's Apex review of #19508 found three problems. (1)
`findSecretLikeConfigKey` and `redactSecretLikeConfigKeys` skip array
elements that are arrays, so `{"groups":[[{"apiToken":"..."}]]}` passes
the boot check and is echoed to restricted readers. (2) Recovery
subscribes to `ready` on one worker handle. A restart such as a settings
save replaces that handle, so the new worker's `ready` never reaches the
listener, and the environment stays archived. (3) A recovery attempt is
fire-and-forget. The worker manager's work token ends when the worker
replies, but the database write continues, so an idle check or the
database shutdown can overlap it.

**Proposed solution**
Walk arrays at any depth in both functions. Add a manager-wide
`onWorkerReady` subscription and use it for recovery. Run every recovery
attempt through a controller that tracks it as idle work and that
shutdown stops and awaits before the database closes.

**Alternatives considered**
Re-subscribing on each new handle after a restart. That needs a hook in
every restart path. The manager-wide subscription covers all of them in
one place.

**Roadmap alignment**
This only fixes code that #19508 added or touched. It adds no product
surface.

## What Changed

- `server/src/services/managed-config.ts`: `findSecretLikeConfigKey`
walks arrays at any depth (new `findSecretLikeConfigKeyInValue`). This
covers sandbox `config` and plugin `driverConfig`.
- `server/src/routes/environments.ts`: `redactSecretLikeConfigKeys`
walks arrays at any depth (new `redactSecretLikeConfigValue`).
- `server/src/services/plugin-worker-manager.ts`: new optional
`onWorkerReady(listener)` on `PluginWorkerManager`. It fires on every
worker `ready`, including a replacement handle from a restart. A
listener error is logged and does not affect the worker.
- `server/src/services/managed-environments.ts`:
- Sandbox and plugin recovery subscribe through `subscribeWorkerReady`.
It prefers `onWorkerReady` and falls back to the handle when the manager
has no such method.
- New `createManagedEnvironmentRecovery()` controller. Each attempt runs
inside `trackIdleWork` for its whole duration. `stop()` removes every
`ready` subscription, refuses new attempts, and awaits unfinished ones.
- `server/src/index.ts`: creates the controller, passes it to
`applyManagedEnvironments`, and awaits `stop()` during shutdown, after
the delivery workers stop and before the application teardown and
database close.

## Verification

- `cd server && npx vitest run src/__tests__/managed-config.test.ts`: a
secret-like key in an array nested in an array refuses boot, for plugin
`driverConfig` and sandbox `config`.
- `npx vitest run src/__tests__/environment-routes.test.ts`: a
nested-array credential is removed from the response, and other nested
values stay.
- `npx vitest run
src/services/managed-environments-plugin-entries.test.ts`:
- With `onWorkerReady`, recovery never consults the handle. It ignores
another plugin's `ready`, re-ensures on this plugin's `ready`, and then
unsubscribes.
- An attempt counts in `idleWorkSnapshot()` until its ensure settles.
`stop()` unsubscribes, waits for the unfinished attempt, and later
`ready` events start nothing.
- `npx vitest run src/services/managed-environments.test.ts
src/__tests__/managed-plugin-environments.test.ts`: pass.
- `pnpm --filter @paperclipai/server typecheck` passes.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them.

## Risks

- The redaction now also walks nested arrays in sandbox config
responses. Only credential-shaped keys are removed; other values are
unchanged.
- The boot check now refuses a document that hides a secret-like key in
a nested array. A valid document has no such key.
- `onWorkerReady` is optional, so other `PluginWorkerManager`
implementations and test fakes keep working.
- Shutdown now waits for an unfinished recovery attempt. An attempt is
one worker call plus one short transaction.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 10:35:57 -08:00