Commit Graph
214 Commits
Author SHA1 Message Date
DottaandPaperclip 0bb36b2c6b perf(skills): store repository packages outside Postgres
Convert legacy packages automatically, restore exact commits on cache misses, and expire unused recoverable packages while keeping warm turn checks metadata-only.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-28 17:15:19 -05:00
DottaandPaperclip f52da40f08 fix: resume queued turns after maintenance (#17967)
Keep an accepted turn's starting input in task history, show its admission wait, and resume existing queued runs promptly when maintenance ends or expires.

Verified with behavioral red/green regressions, real PostgreSQL and process execution, browser/native Runner acceptance with a deterministic provider, workspace typecheck, production build, and current-head CI/review.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-27 22:20:03 -05:00
DottaandPaperclip 09ad9adce2 feat(server): adopt running remote agents through durable controller checkpoints (#17439)
## Thinking Path

> - Paperclip must keep admitted remote work alive while its main server
is replaced.
> - Runner owns recovery mechanics and exposes opaque checkpoints
through #17097.
> - The server owns company scope, encryption, Stop, tool authority and
execution ownership.
> - A successor must prove current ownership before it adopts the
original execution.
> - Checkpoint bursts must also leave capacity for normal requests and
lease renewal.
> - This PR persists and adopts that authority through the existing
runtime boundaries.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remote agents retain the original execution during a bounded main-server
outage.

**Current behavior**

A server restart can lose the controller's local state and connection.
An unsafe replacement could repeat a turn or an uncertain mutation.
Checkpoint writes in the request pool can also delay ordinary requests
during an aligned burst.

**Proposed behavior**

Restore encrypted control records from Postgres and adopt the original
runner under a fenced lease. Recover known tool receipts through current
tool authority. Give control checkpoints a shared pool capped at two
connections per database owner.

Depends on #17097. Successors are #17455 and #17456. Qualification and
presentation remain separate review slices.

## What Changed

- Add company/run-bound encrypted checkpoint records and migration 0394.
Keep the SQL idempotent after renumbering against current master.
- Recover startup and expired ownership through native runtime and
heartbeat. Preserve the sandbox lease, admitted runner artifact, harness
configuration, native session and active turn.
- Keep Stop, finalization, preparation ownership and stale-writer
fencing transactional. Preserve graceful detach and natural crash
takeover.
- Recover committed tool receipts through the existing authority.
Reauthorize reads and hold uncertain mutations.
- Bound startup retention with the existing coordinator and preserve
zero idle scans.
- Share at most two checkpoint connections per database client. Keep
application and liveness capacity separate. Close the checkpoint pool
during shutdown; late writes cannot reopen it.
- Count SQL across both application and checkpoint clients. Prove
request/liveness progress, command recovery and failure after pool
shutdown with real Postgres.

## Verification

Project creation recovery now uses the existing project activity receipt
owner. It retains authenticated input normalization, fingerprint checks
and current run authority after the receipt lock. An absent receipt
returns no result before mutation. The new lost-HTTP-response and
no-effect regression uses real API routes and Postgres. The seven
transport cases pass locally. This Mac skips all 20 database cases. On
current source `5de803c2cd`, Linux [job
122593415890](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415890)
executes all 20 project-tool cases successfully (9.480 seconds),
including the committed-project lost-response regression. Its shard
passes 1,627 cases with three unrelated skips. Server typecheck passes.
The transport regression initially has two failures; a subsequent
incorrect expectation about schema defaults was corrected before the
final pass. Ordinary execution adds no checkpoint writes or recurring
work.

Current candidate `5de803c2cd` includes the project-creation receipt
recovery fix and master `2cd747d1b6`. Migration 0394 retains the prior
idempotent checkpoint DDL. Every master SQL file and journal entry is
preserved. Snapshots 0390–0394, migration checks and server typecheck
pass.

The ordinary warm-turn regression fails on its second turn before
`a219ab51ad`. After correction, three completed warm turns select the
correct prior checkpoint and preserve the original session. All 288
provider-wiring cases pass. The control plane, external persistence
callback, identity rotation and filesystem are real; the backend and
database-load seam are scripted. The 13 warm admission/configuration
variants also pass after final master integration. This does not qualify
an underlying harness.

At current source `5de803c2cd`, Linux [job
122593415907](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415907)
passes all 940 native-session-executor cases (61.431 seconds), including
the warm external-checkpoint behavior; the shard passes 2,358 cases with
one skip. Current [Runner job
122593415475](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415475)
passes the native recovery lane: 115 passes and five container-only
skips, including the encrypted restore guard, fresh preparation (63.189
seconds), blocked claim lock (1.226 seconds) and recovery beyond 101
blocked owners (3.897 seconds). The first lane passes 2,215 cases with
one skip. The SQL cost test reports zero idle and streaming SQL for both
output volumes; this is component evidence, not a production capacity
claim. At prior candidate `1ff7bb44f4`, Linux job 122549307215 passes
all 938 native-executor cases, including the three-turn
external-checkpoint regression. Job 122549306469 passes the native
recovery lane with 115 passes and five container-only skips, including
the encrypted-restore session guard, fresh preparation (63.664 seconds),
claim-lock contention (3.961 seconds), and 101-owner recovery (3.824
seconds). This Mac skips the real-Postgres suite. The earlier full local
executor attempt has 921 passes and 16 failures during embedded-Postgres
initialization before assertions. The original fixture collisions and
their corrections remain recorded.

At earlier candidate `8fbe62b41d`, server shard job 122535673841 has
3,876 passes, one failure and one skip in an unchanged expiry-worker
retry/drain timing test. The same server/database tree on qualification
source `b64cac6951` passes all 20 expiry cases and all 3,877 shard
cases. The single diagnostic retry, job 122541891915, passes all 20
expiry cases and all 3,877 shard cases (one skip). No assertion was
weakened. The original failure remains recorded and its exact timing
race is not proven. All Actions checks and legacy status passed on
`8fbe62b41d`, with completed Greptile 5/5 and no open feedback. The next
candidate `1ff7bb44f4` also passed all Actions checks and Greptile 5/5.
Its Paperclip Review remained queued before the new master conflict
required integration. The new candidate needs fresh exact-head CI and
reviews; old checks do not qualify it. Migration generation is
checkpoint-only, all master SQL and journal entries remain unchanged,
and migration checks, server typecheck and all 13 warm-owner variants
pass after integration. The first migration check was blocked by TSX
sandbox IPC; its permitted repeat passes. The first warm-test command
used an incorrect path and ran no tests; the corrected command supplies
the 13-case receipt.

All 16 database pool-lifetime/options/teardown cases pass after granting
loopback permission; the first batch had two EPERM failures and 14
passes. Earlier semantic-tool/HTTP recovery, adoption, encryption-batch,
zero-streaming-write and idle-SQL receipts remain source-attributed in
the [qualification
record](https://github.com/paperclipai/paperclip/blob/2ff66f57da0da35bac1c19a2366ea4b84d87a986/doc/plans/2026-10-22-hot-upgrade-qualification.md).
That record retains earlier assertion, setup and cleanup failures and
their corrections. No failed gate is waived.

The historical 300-session component campaign passes four after phases:
steady read p99 is 107–108 ms at 500 reads/s and 100 writes/s;
aligned-burst read p99 is 103–105 ms after the bounded pool, versus
584–689 ms before. This comparison isolates the persistence corrections.
It does not measure the final stack's hosted active-agent capacity. The
hosted zero-agent API pair leaves SQL and CPU essentially unchanged, but
both arms fail absolute latency gates and candidate peak cgroup memory
fails its gate. The active-agent/viewer matrix, different-artifact
upgrade and rollback remain open.

Run `PAPERCLIP_TEST_DATABASE_URL=<owned-disposable-postgres> pnpm
--filter @paperclipai/server exec vitest run
src/services/native-runtime/native-runner-restart-recovery.integration.test.ts`.

Previous head `f2db8a6568` had one failed workspace setup gate: [job
122555672441](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122555672441)
passes all 4,169 UI tests and 285 CLI cases (one skip), but the company
import/export suite reaches its 30-second health deadline during doctor
startup. Its output does not reach the server-start step. The CLI,
server, database, shared, adapter and plugin trees are identical on
qualification source `a866619d7b`, whose [job
122555886663](https://github.com/paperclipai/paperclip/actions/runs/40609057937/job/122555886663)
passes that fixture and all 286 CLI cases. The one diagnostic retry,
[job
122561057225](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122561057225),
passes the formerly failing fixture and all 286 CLI cases. All Actions
checks and legacy status on `f2db8a6568` pass. Its exact-head Greptile
completed at 5/5 with no open feedback. The current integrated head
requires fresh checks and a completed Paperclip Review before merge. The
original failure remains recorded; its exact timing cause is unproven. A
repeated failure requires investigation and repair rather than another
retry.

All current-head CI, legacy status, exact-head completed Greptile 5/5,
resolved feedback and ordinary GitHub merge eligibility remain required
before merge.

The latest integration preserves master’s published Copilot v70 profiles
and every published migration. Checkpoint migration
`0394_conscious_whizzer.sql` was generated with `pnpm db:generate` and
retains the prior idempotent DDL. The Runner vendor rebuild and replay
parity checks pass. Server typecheck and all 13 warm-owner variants pass
after that rebuild. The imported report-lock patch is byte-identical to
master; its intentional patch-context whitespace is retained, and the
feature delta passes whitespace checks. No hosted experiment was run.

## Risks

The pool adds up to two active connections per instance, shared across
agents. Checkpoint delivery can wait behind that bound; it still
requires its commit. Steady component-test Postgres CPU rises by about
1.7 percentage points of a two-CPU allocation. These corrections do not
remove the stack's control and renewal writes. The migration and key
must survive replacement. Fresh-database tests and local load do not
establish different-artifact hosted upgrade or rollback continuity.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 21:39:23 -05:00
DottaandPaperclip 94a780286f fix(server): schedule tool health from committed changes and deadlines (#17554)
## Thinking Path

> - Paperclip manages AI-agent work and its connected tools.
> - Idle hosted instances need their database and network activity to
stop.
> - The maintenance tick queries tool connections even when no health
check is due.
> - Existing connection rows already contain eligibility and the last
health observation.
> - This pull request reconstructs health deadlines and refreshes them
after committed changes.
> - The shared coordinator preserves retries, drain, and shutdown
without another private timer.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans connection health every 30 seconds.
Empty instances and connections with fresh health observations still
cause SQL activity.

**Expected behavior**

No eligible connection means no recurring health SQL. Eligible
connections retain the existing 15-minute proactive check. Configuration
changes and health observations update the schedule after commit.

**Steps to reproduce**

Start a server with heartbeat scheduling enabled and no tool
connections. Let startup finish and observe two maintenance ticks. The
old code repeats the health inventory query. The new startup regression
verifies that those ticks do not invoke the health inventory.

**Paperclip version or commit**

This branch includes merged parent #17518 and master
`96727b3cfefb61f85ffe1fbc29a9b6dd6837efe8`. The 47 changed paths belong
to the single tool-connection health duty. No database file differs from
master.

Related: #14638 covers runtime-auth exclusions. #15448, #15325, and
#11910 concern MCP failure classification. This PR preserves those
provider policies and does not replace their work.

## What Changed

- Keep the GitHub error-projection unit fixture at the health-write
boundary and verify the real transaction path in the PostgreSQL
health-worker suite.

- Add a health schedule owned by tool access. Read lean eligibility
fields and saved observation timestamps.
- Register health work with the existing coordinator. Refresh only dirty
connection/application/company scopes using bounded inventory pages,
check due connections in fair company batches, continue concrete due
backlog after one second, and retain failures with backoff.
- Notify before supported eligibility and observation writes in their
owning transactions. Cover API/gallery setup, OAuth, catalog/gateway
observations, email, voice, access removal, deletion, and settings.
- Commit connection creation with grant, binding, and runtime-slot SQL
before its wake. Keep provider calls outside the new transactions.
- Keep provider-to-transport mapping in the chat catalog. SDK-only chat
changes do not wake health work.
- Replace aggregate health scans, retain the public manual sweep, and
document the producer audit and remaining sleep limits.
- Keep metadata-only example and Smoke Lab installs scoped. Lock and
re-read application type before publishing a real eligibility change.
- Keep failed inventory reads on their own retry deadline while healthy
due batches continue.
- Apply fixture migrations before using external disposable databases in
all six producer suites.

## Verification

Published head: `8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62`. Fresh CI and
reviews are required for this exact head.

- **623 distinct targeted cases pass.** The final four complete health,
fair-batching, GitHub health recovery, and startup suites pass 80 cases
after the retry fix. Five complete producer suites pass 543 cases: tool
access 469, access 18, email 45, GitHub events four, and Smoke Lab
seven. The earlier 26 health cases are part of this total, not
additional cases.
- The six producer suites first passed against separate, initially empty
PostgreSQL 17 databases at `acbf262843`. They apply their own
migrations. The subsequent repair changes only the health worker and its
regression; its complete final consumer suites pass on that integrated
parent. Server typecheck and build pass with the final repair.
- **Installer amplification:** five real installs with 205 unrelated
connections reproduced 1,035 example rows and 1,045 Smoke Lab rows.
Repeated metadata installs now load only changed fixture connections.
The same cases restore an excluded application through each installer
and require all 205 unrelated IDs to re-enter the schedule.
- **Concurrent eligibility:** a real PostgreSQL lock-wait case requires
the installer to notify after a concurrent type change. A mutation that
retains the lock but uses the old lookup fails the settled-hint
assertion; original source was restored byte for byte.
- **Retry isolation:** the failing baseline read one unavailable company
three times while another company's 60 due checks drained. Final tests
require one initial read, at least 30 seconds between failed reads,
prompt healthy progress, eventual recovery, and SQL quiet after
settlement.
- Real-service producer coverage includes AgentMail activation/pause,
GitHub installation changes, and member access removal. Lifecycle
coverage includes outer commit/rollback, startup reconstruction,
drain/resume, failure, and shutdown.
- Failure history and exact evidence scope: [health
acceptance](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/idle-tool-connection-health.md#acceptance-follow-up-after-the-plugin-parent-merged-october-27),
[producer
audit](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/plans/2026-10-24-tool-connection-health-sleep-audit.md).
Prior remote failures and earlier 706-case evidence remain historical.
Startup tests emitted listener-count warnings; all assertions passed. No
full local repository-suite, deployed sleep, fleet savings, or live
provider qualification claim is made.

## Risks

- Supported live writers must use the transaction signals. Independent
SQL writers and other replicas need their own wake integration.
- Configured eligible connections still have a real proactive health
obligation. This does not prove Cloud alarm coverage or host/database
suspension.
- Existing manual probes and catalog operations can overlap. This
migration does not introduce a credential-version CAS or change provider
failure policy.
- Voice remains eligible under the previous health policy. Its generic
probe can still report an unsupported transport; changing that behavior
is separate work.
- No database migration, new table, workflow, or lockfile change. This
PR includes its merged parent and current inspected master; later stack
PRs and all current-head acceptance gates remain separate.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
reasoning. The exact serving version and context-window size are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 21:37:50 -05:00
DottaandPaperclip 4e27a82a42 fix(server): wake approval queue seeding from committed changes (#17510)
## Thinking Path

> - Paperclip manages work and human decisions for AI-agent companies.
> - Automatic decision queues store membership for pending attention
sources.
> - The old attention maintenance scan created that membership as a side
effect.
> - Moving approval retention out of the scan also removed approval
queue discovery.
> - Queue API consumers do not build the attention feed first, so they
can miss pending PR approvals.
> - This pull request gives approval queue discovery its own worker and
commit signals.
> - The worker becomes quiet after it saves every missing membership.

## Linked Issues or Issue Description

Refs #17497. Stacked on #17508, following #17505.

This is a correctness dependency for the approval retention migration in
#17497. Do not treat that migration as complete without this
queue-population path. A real PostgreSQL regression found no PR queue
when a pending approval had a linked PR work product and the maintenance
feed excluded approvals.

Related: #13364 proposes pruning stale seeded memberships. This PR
preserves existing membership retention and does not implement pruning.
#15149 documents the decision-queue APIs.

## What Changed

- Add an approval queue worker that selects missing PR-queue memberships
from existing durable records. Bound each pass to 100 rows. Continue
past failed rows and revisit them on retry.
- Reuse the queue service's seed writer through a normalized source
contract. Keep queue rules, uniqueness, and audit writes in that
service. Keep feed readers compatible.
- Wake from committed approval and link changes, issue/company
visibility, PR work-product changes and imports, and queue-rule changes.
Reuse the existing transaction boundaries.
- Recheck approval status under a row lock. Serialize queue-rule changes
with the seed writer. Preserve required recovery during drain and
shutdown.
- Register startup reconstruction under the existing maintenance switch.
Leave other attention-source seeding with its current owner until its
own migration.
- Document the complete producer audit and stack dependency. Add a
validated external PostgreSQL option to the existing queue route suite
so it runs on hosts without embedded database support.

## Verification

Current tested revision: `7948136ef8`. This PR targets master after
#17508 merged as `8406047b4e`. Normal ancestry reconciliation preserved
the complete tested integration tree, before the review repairs below.
Only the original 25 seeding paths differ from master, and database
schema/migration metadata is identical.

- **56 cases pass in the three complete affected suites:** 28 approval
seeding, 6 queue routes and 22 task-watchdog cases. Server typecheck and
production build pass.
- Three real PostgreSQL retry regressions failed then passed: new
matching arrivals cannot postpone a recovered failure indefinitely;
successful partial progress resets old failure penalties; an empty
cursor rollover does not reset outage backoff. Exact one- and two-second
retry assertions, eventual complete recovery and existing
capped-backoff/company isolation tests pass.
- Three genuinely empty external databases failed before setup repair
because tables were missing. Each suite now applies migrations itself.
All 55 cases passed on a second set of fresh databases; adding the final
rollover guard then passed all 56 cases using those now-migrated
fixtures. No production migration or table is added.
- The initial expanded fresh run passed 54 cases but failed a cleanup
expectation that omitted a required cursor rollover pass. The fixture
now permits that explicit continuation while preserving exact deadline
and complete-membership assertions. All failure records remain in
`doc/idle-approval-queue-seeding.md`.
- The prior integrated revision `4e725e2055` passed **522 cases in
fifteen complete producer/consumer suites**, plus types/build. Its
unchanged consumer code and historical deadlock, cross-company
amplification, backoff, gateway integration and setup evidence remain
documented; those counts are not relabeled as current acceptance.

Commands: server Vitest for approval queue seeding, queue routes and
task watchdogs; server typecheck/build. Fresh exact-head
Greptile/Ponytail reviews and all CI checks remain required. No full
local repository-suite, deployed suspension or cost claim is made.

## Risks

- Signals cover the supported in-process service writers. Independent
SQL writers and multiple server replicas need a separate notification
contract.
- The source predicate must stay aligned with unscoped attention
maintenance. The first linked issue, company scope, pending status, and
execution visibility are tested. A pending approval itself keeps its
linked external conversation active.
- Existing enabled seed rules can re-add manually removed matching
memberships. This preserves the old scan's behavior. Completed or
archived membership is not pruned.
- Queue seeding and retention are separate owners. Other attention
sources still need their own event-driven discovery before the aggregate
scan can be retired.
- This PR does not extend Cloud wake coverage, relax sleep admission, or
claim measured host/database suspension.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:33:01 -05:00
DottaandPaperclip 8406047b4e fix(server): schedule join request retention from durable deadlines (#17508)
## Thinking Path

> - Paperclip manages agent companies and their access requests.
> - Pending join requests appear in the attention feed and can age into
automatic archival.
> - The maintenance tick reads those requests even when no archive is
due.
> - Existing request rows already store the activity timestamp needed
for retention.
> - Committed changes can wake a worker that registers the next actual
deadline.
> - This PR gives join-request retention its own bounded worker and
removes its recurring feed scan.
> - Idle and resolved history stop producing retention traffic without
changing access approval.

## Linked Issues or Issue Description

**What happened?**

Every retention maintenance pass reads pending join requests through the
attention feed. Empty, resolved, kept, and future-due states still
participate in recurring discovery.

**Expected behavior**

Committed request and retention changes wake the owner. It waits until
the next actual archive deadline and stops querying when no eligible
request remains. Existing approval and visibility behavior is preserved.

**Steps to reproduce**

Start an idle company with no pending join requests, or with requests
younger than the 90-day archive threshold. Observe the maintenance feed
repeatedly select join_requests. No state change is needed to cause
those reads.

This PR targets master after #17505 merged. Approval retention is
#17497. Other attention source kinds remain separate migration duties.
No duplicate open join-retention PR was found.

## What Changed

- Add a join-request retention owner that preserves pending status,
active-company visibility, matching invite ownership, and keep/archive
controls. Invite expiry or revocation retains the existing feed policy.
- Reuse one `createDecisionRetentionSweep` for approval and join paging,
atomic retention and finite scan cycles that revisit failures despite
continuing arrivals. Eligibility and source-row locks stay with each
owner.
- Register real saved deadlines, rounded upward in SQL to millisecond
precision, with the existing coordinator. Preserve 100-row pages and
thirty-second notification coalescing without idle polling.
- Materialize unseen join state inside the existing authorized
keep/archive/revive transaction, preserving archive choices and source
locking.
- Notify before request inserts and updates in the existing acceptance
and Slack transactions. Use a small SQL-only helper for replay and
approval/rejection updates. Company status, budget pause/resume,
deletion, and retention controls notify this owner too.
- Preserve the approved-only API-key consumption path without a new
wrapper; it cannot produce pending retention work.
- Exclude join requests from maintenance feed collection while retaining
normal UI reads.
- Add an idempotent concurrent partial pending index and prune old
schema snapshots through the existing generator.
- Document producer coverage, boundaries, failure evidence, and
remaining work.

## Verification

Test revision: `df1815fbba`. Normal integration of landed workspace
precision `d23dd19750` has an identical complete source tree. This
remains only the join-retention duty and its shared approval-retention
mechanics, targeting master.

- **55 worker cases pass**, including two new PostgreSQL regressions
that failed before repair: continuing overdue arrivals no longer
postpone a recovered failure indefinitely, while an entire failed page
still allows later healthy rows to progress.
- The nine complete suites passed 341 cases but failed an attention
cleanup hook after its 16,400-run case. After vacuum/analyze of only
that disposable fixture, the full 31-case attention suite passes
unchanged. Together with the original eight passing suites (311 cases),
all 342 distinct cases pass across complete-suite executions. Recovery
is established; the original cleanup slowdown is not claimed explained.
Server typecheck and production build pass.
- Earlier CI at `df1d4d0` failed the unchanged decision-expiry restart
deadline assertion (a thirty-second retry appeared before the saved
expiry). All twenty unchanged expiry cases pass locally, but the CI
timing cause remains unproven. No retry, timeout relaxation or assertion
change is used to dismiss it; fresh final-head CI remains required.

- **Five regressions failed before repair:** three unseen join controls
returned 404, and both owners advertised a microsecond deadline one
millisecond early. All pass. Two old real-producer expectations failed
after the correct rounding change; they now derive exact expected
milliseconds independently from database integer microseconds instead of
truncating a JavaScript Date.
- The initial timing-only concurrency test still passed a missing-lock
mutation. It now observes the actual PostgreSQL wait before releasing
the writer. Production passes; removing the lock fails with zero waiters
instead of one. Source is restored before commit. The archive-first
committed-order case confirms that later activity stays archived until
explicit revival; no broader race guarantee is claimed.
- Generated concurrent/idempotent `0393_open_grandmaster.sql` adds only
the pending join index. All 391 parent journal entries and historical
SQL files remain unchanged. Five generated snapshots remain (0389–0393).
Migration safety/numbering, schema drift and actual apply/replay on six
isolated PostgreSQL fixtures pass.
- Existing lifecycle cases retain real HTTP invite
acceptance/approval/rejection, Slack identity linking, rollback/outer
commit, source visibility, failure rotation, drain/resume and shutdown
coverage. Earlier stack setup and CI failures remain in the owning audit
and stack ledger; they are historical evidence, not this head's
acceptance.

Commands: server Vitest for `join-request-retention-work`,
`approval-retention-work`, `approvals-service`, `attention-service`,
`decision-retention-service`, `budgets-service`, `tool-gateway-service`,
`server-startup-feedback-export`, `scoped-deadline-work`; server
typecheck/build; DB migration checks, snapshot drift and actual
apply/replay. Fresh exact-head CI, security and Greptile/Ponytail 5/5
remain required. No full local repository-suite, deployed suspension or
cost claim is made.

## Risks

- A future supported producer must signal its transaction. Independent
SQL writers and another active server process are outside the
process-local notification contract.
- A writer that wins the source lock first is rechecked before archival.
If archival commits first, later activity preserves the archived state
until explicit revival. Existing invite replay expires before the
retention cutoff and Slack replay deduplicates. Future producers needing
renewed visibility must request revival. Cross-table visibility retains
the existing contract.
- The worker registers only under the existing maintenance enablement
switch. The internal deadline does not add Cloud alarm coverage or relax
conservative sleep blockers.
- New eligibility can wait within the thirty-second aggregate
notification window; known deadlines preempt it.
- Archival preserves pending approval status. Other attention sources
and aggregate maintenance remain separate work.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:03:16 -05:00
DottaandPaperclip 553a004926 fix(server): schedule approval retention from durable deadlines (#17497)
## Thinking Path

> - Paperclip manages agent work and should become idle when it owes no
background work.
> - The attention feed archives old pending approvals under the existing
90-day policy.
> - The server rebuilds the feed on each maintenance tick, even when
approval state has not changed.
> - Some approvals have never been read, so retention rows alone cannot
define the work.
> - Approval records and committed eligibility changes define the real
deadline and wake triggers.
> - This PR gives approval retention its own deadline worker and reuses
the existing retention and archive-delivery contracts.
> - The approval lane stops idle scans while other attention sources
remain separate migration work.

## Linked Issues or Issue Description

Stacked on #17490. This PR owns approval retention only. Archive
notification delivery is already separated in #17475. Other
attention-source retention and remaining recurring server duties remain
in the stack inventory. The related-PR search found no overlapping
approval-retention worker migration.

**What existing behavior does this improve?**
Automatic archival of old pending approvals from attention.

**Current behavior**
The shared maintenance tick builds the attention feed for each active
company. That query discovers pending approvals and materializes
retention records before checking their age. An unchanged or empty
approval source is read repeatedly.

**Proposed behavior**
Reconstruct eligible approvals at startup. Schedule the earliest
approval activity timestamp plus 90 days. Wake after committed changes
to approvals, links, issue visibility, company activity, or retention
controls. Stop scheduling when no eligible approval remains. Archive
records through the existing version checks, audit writes, and
notification outbox.

**Reason and benefit**
Idle approval retention should generate no recurring SQL. Unseen
approvals still need eventual archival. A stale candidate must not
archive an approval that was resubmitted while the worker waited for its
source lock.

**Breaking changes**
None intended. The archive age, eligibility, keep controls, audit, and
notification policy remain. Normal attention reads still include
approvals. No Cloud sleep blocker is relaxed.

## What Changed

- Restrict tool-review signals to their existing terminal transition
owners (approve/reject/cancel). Creation/link/revision/resubmit signal
retention only.
- Coalesce retention notifications under one thirty-second aggregate
read budget. Known deadlines still preempt it; no notification or
durable deadline means no scan.
- Add a bounded approval-retention worker. It uses the shared deadline
coordinator and reads pending approvals directly.
- Share first-linked-issue ordering and execution visibility through
`approval-visibility.ts`, used by both the feed and worker. Preserve
actor-specific read filtering and locked archival rechecks.
- Materialize unseen approvals on demand inside manual
keep/archive/revive transactions. Use the saved activity timestamp and
existing versioned state; retain company scoping and rollback on
failure.
- Add awaited pre-write signals to approval, budget, tool, link,
visibility, company, and retention mutation owners. Preserve outer
transaction ownership; keep provider calls outside SQL wrappers.
- Narrow retention inputs to the source fields the existing service
uses. Signal materialization only for inserted or changed state so
unchanged reads converge.
- Exclude approval collection from the maintenance feed before its
query. Other source kinds remain in that sweep.
- Add the pending-only approval deadline index with concurrent,
idempotent creation. Keep the five newest migration snapshots.
- Add real-Postgres lifecycle tests and startup wiring tests. Enable
validated external test databases for existing attention and budget
suites.
- Document producer coverage, quiet conditions, recovery and remaining
scope in `doc/idle-approval-retention.md` and the stack ledger.

## Verification

Current test revision: `dd844f4e8cbbf1db681a774dc31cd552301bef48`,
followed by docs-only `3efda33812`, which received both 5/5 reviews and
passing CI. This candidate normally integrates landed Grok `2adcde162e`.
All runtime and acceptance-test sources are byte-identical to that
tested/reviewed tree; only four independent Runner E2E accounting files
and the ledger differ. Migration 0392 and the parent journal prefix are
unchanged. Local checks are reused for their unchanged source; fresh
final-head CI and reviews are required against master. This remains the
approval-retention duty.

- **315 cases pass** across eight complete suites: approval
retention/service, attention, decision retention, budgets, tool gateway,
server startup and scoped deadlines. All 30 real-PostgreSQL lifecycle
cases pass. Server production typecheck and build pass.
- **Four regressions failed before repair**: unseen young
keep/archive/revive returned 404; the manual keep rollback case could
not reach its update. They now pass. A failed keep update leaves no
retention row or audit; retry succeeds with one audit.
- Both linked-issue orders are checked against the feed: hidden
first/visible later is excluded; visible first/hidden later remains
eligible. The feed and worker use the same owner query, with actor read
filtering preserved.
- Generated concurrent/idempotent migration
`0392_small_frightful_four.sql` adds only the pending approval index.
Every historical parent SQL migration and all 390 parent journal entries
are unchanged. Five generated snapshots remain (0388–0392). Schema
drift, migration safety/numbering and actual fresh apply/replay on five
isolated PostgreSQL databases pass.
- Existing precision, transaction, drain/resume, failure fairness and
shutdown tests remain. Earlier transaction-stub, budget-import,
diagnostic-client and CI failures are recorded in the owning audit and
stack ledger; later passes do not erase them.

- Three additional real regressions failed before the wake repair:
ordinary mutations emitted tool-review signals in both resolution cases,
and sequential tenant writes caused repeated global reads. Tests now
prove terminal approve/reject/cancel signals and one aggregate
reconciliation per thirty-second window with a different company's
pending approval retained. The aggregate budget is stricter than a
separate per-company budget and matches the old default cadence; known
deadlines preempt it.
- The initial coalescing fixture expected the concrete pending-work hold
to clear before reconciliation; it now preserves that hold and measures
SQL. The first broad repair passed 313 cases but failed the existing
parked-review cancel case. The original cancel producer is restored; all
315 now pass without weakening assertions. At old head `5991f257bb`,
security was action-required and Greptile returned service error
`8fb1835c-e564-476b-b802-d5be164ea915`. Fresh repaired-head results are
required, not assumed.

Commands: server Vitest for `approval-retention-work`,
`approvals-service`, `attention-service`, `decision-retention-service`,
`budgets-service`, `tool-gateway-service`,
`server-startup-feedback-export`, `scoped-deadline-work`; server
typecheck/build; DB snapshot drift, migration checks and fresh
apply/replay. Fresh exact-head Greptile/Ponytail and CI remain merge
gates. No full local repository suite or deployed host suspension/cost
claim is made.

Earlier stack verification below is historical evidence at the
explicitly named revisions, not this head's acceptance:

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/20557d2c3dd0949c734eaa8095fd78b9b07d7fd5/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Earlier published head: `20557d2c3dd0949c734eaa8095fd78b9b07d7fd5`. This
remains a single-duty PR stacked on #17490.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/76a49810c7ff403ae7720bef0d453747bd844731/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover the application database owner and its child pools.
Independent SQL writers and other active processes need an explicit wake
integration. Startup reconstructs committed durable state.
- The source row lock prevents stale approval-activity archival. It does
not add cross-table serializability for concurrent link, visibility, or
company-policy changes.
- Newly changed eligibility can wait up to the thirty-second
notification window, matching the former default maintenance cadence.
Saved deadlines still preempt; no new idle polling is added.
- Failed records retain recovery debt. Bounded cursor progress lets
later rows proceed without dropping failures.
- The shared retention transaction now groups materialization and
activity-version updates. Existing attention and retention consumers are
tested against PostgreSQL.
- Kept, archived, resolved or inactive-company approvals can become
quiet, but their supported mutations must retain their wake
notifications.
- The local scheduler cannot wake stopped compute. This PR neither adds
approval deadlines to Cloud's external alarm contract nor claims
measured host or database suspension.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 19:23:24 -05:00
DottaandPaperclip 8dfed893d8 fix(server): wake decision target checks from committed changes (#17486)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Decisions can depend on strict references to other tasks.
> - A cancelled, deleted, or completed target can make a decision
obsolete.
> - The server currently scans open decisions on every maintenance tick
to find those changes.
> - The owning issue writes already have transaction boundaries that can
signal the change.
> - This pull request reconciles affected decisions after commit and
reconstructs open targets at startup.
> - Valid open decisions and completed history stop causing periodic
SQL.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Decision target invalidation. This is slice 12 of the recurring-server
sleep stack, based on #17482. TTL expiry is #17479 and continuation
delivery is #17478. Retention remains separate work.

**Subsystem affected**
Server decision policy, issue mutation and deletion, and startup wiring.

**Current behavior**
The aggregate sweep repeatedly reads open decisions and their strict
targets. It shares a maintenance tick with unrelated jobs even when
every target remains valid.

**Proposed behavior**
Committed decision creation and terminal issue updates request a scoped
check. Deletion requests a bounded full scan because its target links
can cascade away. Startup reconstructs open target state. Once
reconciliation settles, no target scan remains scheduled.

**Reason and benefit**
Remove normal empty polling without losing target invalidation,
transactional delivery, or restart recovery. Reuse existing decision
rows and target links instead of adding a table.

**Breaking changes**
No API or schema change. The main tick stops calling the combined
decision sweep after its four duties have separate owners. The public
combined method retains its default behavior.

**Additional context**
The initial decision implementation stored secondary links as well as
primary links. This migration does not assume a new legacy backfill.
Independent SQL writers still require an explicit signal integration.

## What Changed

- Replace the periodic target scan with committed-change activation and
bounded startup reconstruction. Keep the existing decision policy and
expiry/activity owner.
- Require production notifications to identify an issue or decision.
Before deletion, lock the issue and capture its linked open decisions in
the same company; emit their IDs before links cascade. This avoids
resetting full scans and fences concurrent proposal creation.
- Reuse that owner helper for issue removal and routine failure cleanup.
No linked decisions means no target signal. Remove company deletion's
ineffective global signal; its pre-existing restrictive decision foreign
keys remain unchanged.
- Retain PostgreSQL timestamp text in paging cursors so rows within one
millisecond cannot repeat indefinitely.
- Remove the unused combined internal decision sweep after its final
duty is split; exercise each owner directly in the existing behavioral
tests.
- Keep query policy and notification discovery in `decision-targets.ts`.
The coordinator registration contains lifecycle wiring only. Add no
queue table, per-route recovery wrapper or external-wake exemption.

## Verification

Current candidate normally integrates landed effect recovery
`e9e84bb8a1`. Its runtime and acceptance tests are byte-identical to
tested target head `85ce6545bf`; the only new source files are four
independently merged Runner E2E accounting files, preserved exactly. The
248-case/type/build evidence comes from test revision
`54936a919f36c2ea421e7ce8e15912b1105b8dcc`, followed by
documentation-only changes. Fresh current-head CI and reviews are
required. This remains the target-invalidation duty only.

- **248 cases pass** in all seven complete suites: 25 target, 80
routine, 54 decision, 26 effect-recovery, 20 expiry, 42 startup and one
scoped-deadline case. Database suites use separate migrated PostgreSQL
fixtures. Server production typecheck and build pass.
- **Four regressions failed before repair:** paging across microsecond
timestamps, deletion behind a full valid startup page, unnecessary
global work from unrelated deletion, and unnecessary work after deleting
an empty company. All four pass.
- A real concurrent proposal is observed waiting on the issue-row lock
between pre-delete discovery and deletion commit. Removing that lock
made the test fail because the proposal committed instead of waiting.
Restoring the implementation passes. The mutation was restored before
commit.
- Existing real producer tests cover commit/rollback, deletion with
scoped hints in one outer transaction, secondary targets, re-opened
tasks, valid/lenient history quietness, startup paging, failure retry,
drain/resume and shutdown. The routine failure case now requires no
signal when its cleanup has no linked decision.
- The earlier dropped-hint and drain-fixture failures remain in [the
behavior audit](doc/idle-decision-targets.md). Extra upstream
embedded-only tests attempted on the parent could not initialize
locally; CI must cover that environment. No new schema migration or
table is added.

The final review cleanup removes the combined internal `sweepExpired`
method, cursor, flags and unused target-policy export. A
repository/package/SDK audit found no remaining production caller or
public exposure. Behavioral tests now call the dedicated workers;
isolation tests prove TTL does not recover stale effects and effect
recovery does not expire open decisions. HTTP and plugin SDK contracts
are unchanged. The full 248-case selection passes after this cleanup and
parent reconciliation; types/build pass with the updated Runner vendor.


Current-head CI run 40602159553 (attempt 1) failed in the workspace CLI
group: company import/export startup exceeded its 30-second health
deadline, and the dense ZIP case exceeded its unchanged five-second
timeout. The preceding UI group passed all 4,169 cases. Both CLI files
and the transfer implementation are unchanged from the landed parent.
The complete ZIP-transfer file passes all 17 cases locally on this exact
head; the CLI startup E2E is skipped because the host's embedded
PostgreSQL bootstrap fails. This does not prove Linux startup locally.
The failure logs remain recorded; no timeout or assertion is changed.
One bounded retry of the failed jobs is requested after the workflow
completed. Its result and the current-head gates remain required before
merge.

Commands: server typecheck/build and Vitest for `decision-target-work`,
`routines-service`, `decisions-service`,
`decision-effect-recovery-work`, `decision-expiry-work`,
`server-startup-feedback-export` and `scoped-deadline-work`. Local
targeted acceptance does not establish deployed suspension or fleet
savings. Fresh exact-head CI and Greptile/Ponytail remain merge gates.

## Risks

- Deletion now holds the issue row lock while discovering dependent
decisions and completing the existing removal transaction. This is
needed to serialize new FK references. Provider calls are not placed
inside that transaction.
- Company deletion with decision-origin references still has the
pre-existing restrictive FK limitation. Removing the futile notification
does not implement a new company-data cleanup policy.
- Supported writers share the application DB owner and maintain existing
target links. Independent SQL writers, damaged links or multiple active
processes need their own wake contract; startup still reconstructs all
open targets.
- Cloud sleep blockers and durable external alarms are unchanged. Worker
quiet is not proof of deployed host/database suspension.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:53:50 -05:00
DottaandPaperclip e9e84bb8a1 fix(server): recover decision effects from saved claim deadlines (#17482)
## Thinking Path

> - Paperclip manages agent work and the decisions that authorize it.
> - A committed decision can leave effects unfinished after an
interrupted execution.
> - Recovery must preserve that debt without scanning settled history
forever.
> - Claims already store the state and time needed to schedule recovery.
> - A failed claim must get another attempt even while newer claims
arrive.
> - Malformed claims need a durable failure outcome instead of an
endless retry.
> - This PR uses committed signals, saved deadlines, and bounded
recovery rotations.

## Linked Issues or Issue Description

**What happened?**

Periodic decision maintenance queries for unfinished effects even when
none remain. A cursor that only wraps after a short page can postpone an
old failure indefinitely under continuous new work. Missing saved
deciders or chosen options can also leave non-executable claims scanning
forever.

**Expected behavior**

Open decisions and completed history produce no recurring
effect-recovery SQL. Committed claims wake recovery, and restart
reconstructs their deadlines. Genuine failures retain retries. Known
malformed outcomes settle with an audit and preserve completed effects.
Recovery must not invent authority, repeat committed effects, or lose
continuation delivery.

**Steps to reproduce**

Create an old failing claim with a one-row recovery page, then keep
adding newer due claims. Before the rotation fix, the old failure is
never revisited. Separately, recover a claim with a missing decider or
chosen option: the old implementation skips or throws on every attempt
without settling it. Creating an ordinary open decision also caused an
unnecessary effect scan.

Stacked on #17479. Other decision expiry, continuation, target and
retention duties have separate PRs in the stack.

## What Changed

- Coalesce sequential committed notifications for up to one second
without delaying already saved deadlines. This bounds instance-wide
recovery reads and adds no idle polling.

- Register effect recovery with the shared scheduler and
transaction-aware notifications. Derive deadlines from the existing
claim timestamp and recovery grace.
- Remove effect recovery from recurring aggregate maintenance when the
worker owns it. Preserve the explicit combined recovery entry point.
- Page within a frozen final timestamp/ID and retain PostgreSQL
precision at both boundaries. Failed claims and healthy later claims
both make progress.
- Load the current claim and derive recovery authority inside the shared
execution flight. Preserve foreground joining, current authorization and
per-effect locks.
- Recheck known malformed claims under a row lock. Save a failed
outcome, or partial when an executed effect receipt exists, with
`effectRecoveryError` and an atomic `decision.recovery_failed` audit.
Publish activity after commit and use normal continuation delivery.
- Avoid effect-recovery notifications for open-decision creation. Claim
and settlement writes retain their existing notification boundary.
- Add generated migration `0390_salty_killraven.sql`, the concurrent,
idempotent partial index for running-claim lookup. No queue table is
added.
- Cover quietness, transaction and lifecycle boundaries, retry fairness,
malformed outcomes, and concurrent repair. Document the contract in
`doc/idle-decision-effect-recovery.md`.

## Verification

Current candidate normally integrates landed expiry `3421366903`,
including expiry-only creation signals and all 21 independent master
changes. The test revision is
`dba8a79d1e1a5b97b8b5f6dac0f7c7837536531a`; the publication adds only
this evidence documentation.

- **143 current cases pass** across all 26 recovery, 54 decision, 20
expiry, 42 startup and one scoped-deadline cases. Server types/build
pass with the rebuilt Runner vendor (1,524 inputs and 1,563 outputs).
These results follow the landed dependency reconciliation; prior 69- and
141-case results remain historical evidence for their stated revisions.
- Generated migration `0390_salty_killraven.sql` adds the existing
running-claim partial index through the concurrent executor. All 388
parent journal entries are unchanged; five generated snapshots remain.
Schema drift, numbering/safety and actual migration apply/replay pass.
- Existing regressions exercise failed-claim rotation under sustained
arrivals, malformed decider/option outcomes, atomic audit failure,
row-lock repair races, current authority, foreground effect joining,
coalesced tenant notifications, transaction commit/rollback,
drain/resume, paging with PostgreSQL timestamp precision, and
shutdown/restart. Completed effects are not repeated.
- The first integrated run passed 140 cases and failed an overlap test
that assumed the effect deadline was the scheduler's earliest deadline.
Continuation coalescing now creates an earlier registered wake. The test
services that earlier wake before asserting the original effect grace
deadline; it still requires one shared effect flight, two lock attempts
including the test gate, one committed comment and one continuation. No
production timing was relaxed.
- Earlier red/green fairness, malformed-claim, notification
amplification and fixture failures remain recorded in [the owning
audit](doc/idle-decision-effect-recovery.md). Extra upstream
embedded-only tests attempted during parent integration could not
initialize locally; CI must exercise that environment.

- Previous candidate `f54a707d74` received both 5/5 reviews but its CI
server shard 6 was interrupted (run 40597921712). The step was
cancelled, with no failing assertion or suite summary, and the verify
gate also failed. No retry or passing claim was made for that run. The
necessary parent repair is included here; fresh CI and both reviews are
required.

Commands: server typecheck/build and Vitest for
`decision-effect-recovery-work`, `decisions-service`,
`decision-expiry-work`, `server-startup-feedback-export`, and
`scoped-deadline-work`; DB migration checks, schema snapshot drift and
real migration apply/replay. No full local repository-suite or deployed
sleep/cost claim is made. Fresh current-head CI and Greptile/Ponytail
are required before merge.

## Risks

Missing deciders and missing chosen options now produce durable failed
or partial outcomes instead of remaining running forever. Their audit
and receipts remain available; no effect executes under invented
authority. Only these known malformed states are settled this way.
Database, audit, and other execution failures retain retries.
Continuations retain their existing at-least-once delivery contract.

The supported writer model remains process-local notifications plus
restart reconstruction. Independent SQL writers and multiple replicas
gain no new wake protocol. Cloud admission and durable external alarms
are unchanged. These tests establish worker behavior, not deployed host
suspension or fleet savings.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:24:55 -05:00
DottaandPaperclip 3421366903 fix(server): schedule decision TTL expiry from saved deadlines (#17479)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Open decisions have a saved expiry time.
> - The main maintenance tick scans those times even when none is due.
> - Committed creation and resolution can maintain the actual next
deadline.
> - The existing scheduler can run expiry only when that deadline
arrives.
> - This pull request gives decision TTL expiry its own worker.
> - Terminal history becomes quiet while expiry and continuation
delivery remain recoverable.

## Linked Issues or Issue Description

Targets master after #17478 merged. This is slice 10 of the recurring
server work migration. It owns decision TTL expiry. Target invalidation,
interrupted effects, and retention remain separate migrations. The full
ledger is in `doc/plans/2026-10-24-recurring-server-sleep-stack.md`.

**What existing behavior does this improve?**

Time-based decision expiry in the server.

**Current behavior**

The combined decision maintenance sweep queries expired open decisions
on each tick. It mixes that query with target invalidation, effect
recovery, and continuation delivery.

**Proposed behavior**

Creation, bundle creation, and existing decision updates notify the
shared scheduler. A dedicated worker runs at the first saved open
expiry. Resolving an open decision removes its deadline. The combined
tick opts out of TTL selection while its other duties remain intact.

**Reason and benefit**

A future decision no longer requires repeated TTL queries before its
deadline. Terminal history and an empty decision table leave no
recurring TTL work. No queue table is added.

## What Changed

- Add an expiry owner for bounded due selection, next-deadline lookup,
and expiry settlement. Reuse it for expiry-on-use and the existing
target expiration transition.
- Use the central expiry-only creation notification before insert,
including bundles and caller-owned transactions. Update and terminal
transitions continue to notify expiry and continuation.
- Register the enabled-heartbeat TTL worker before decision
housekeeping. Preserve disabled-heartbeat behavior and the public
combined sweep's default batch limit.
- Honor `PAPERCLIP_DECISIONS_SWEEP_BATCH_SIZE` (default 100). Keep a
fair expiry/ID cursor across failures. Stop between candidates on
shutdown and reconstruct saved work after restart.
- Recheck open status and due TTL during settlement. Merge metadata and
persist activity atomically with expiry. Publish activity and deliver
continuation after commit. Handle exact timestamp equality.
- Continue successful overdue batches after one second through the
existing deadline adapter; preserve thirty-second failure retry and all
default callers.
- Add generated migration `0389_brave_hulk.sql`, an idempotent
concurrent partial index on open expiry and ID. Preserve five generated
snapshots.
- Add 20 real-PostgreSQL lifecycle cases and startup ownership
assertions. Document contracts and limitations in
`doc/idle-decision-expiry.md`.

## Verification

Current candidate: `aa03d2c4c25af4e6c2acf49d3160bbaf6ada030b`. This PR
targets master after #17478 merged. Creation now signals only its real
expiry obligation; terminal updates preserve continuation delivery.

- **117 current cases pass** across all 20 expiry, 54
decision/continuation, 42 startup and one scoped-deadline cases. Server
typecheck/build pass. Separate migrated PostgreSQL fixtures exercise
real transaction and notification behavior.
- Single and bundle creation each failed a regression before the
expiry-only signal repair: open rows unnecessarily notified continuation
recovery. Both now arm their saved expiry without a continuation signal.
Cancelling each row afterward still signals and delivers continuation
normally. The distinction is in the existing central notification owner;
there are no per-route flags or counters.
- **Three new real PostgreSQL regressions failed before repair:** a
configured batch of two was ignored, a successful 101-row backlog waited
for the thirty-second error retry, and an activity insert failure left
the row expired without its audit. All three pass. The audit failure
rolls back expiry; retry records one activity, preserves unrelated
metadata and wakes once.
- The shared deadline adapter has optional `continuationMs`. Only this
owner opts into one-second successful overdue continuation. Other
callers keep the previous default, and errors still retry after thirty
seconds. The archive consumer passes with the option absent.
- Migration `0389_brave_hulk.sql` is regenerated from the parent's
metadata. Parent SQL/journal entries are preserved, five generated
snapshots remain, schema drift and migration numbering/safety pass.
Fresh migration apply and replay pass.
- Lifecycle coverage includes first producer activation, future-deadline
quiet, terminal history, exact equality, commit/rollback, restart,
drain/resume, failed expiry and wake delivery, fair paging through
failed rows at PostgreSQL timestamp precision, shutdown and recovery.
- Failure accounting: the first full repair selection passed 113 cases
and failed a startup assertion that observed a pending follow-up
notification before reconciliation. The assertion now waits for the
exact saved future deadline, then still proves no early expiration.
Earlier fault-fixture and timestamp-cursor failures remain recorded in
[the behavior audit](doc/idle-decision-expiry.md). Extra upstream
embedded-only tests attempted on the parent could not initialize
locally; CI must cover that environment.

Commands: server typecheck/build and Vitest for `decision-expiry-work`,
`decisions-service`, `decision-retention-service`,
`server-startup-feedback-export` and `scoped-deadline-work`; DB
migration checks, snapshot drift and actual migration apply/replay. No
full local repository-suite or deployed sleep/cost claim is made. Fresh
current-head CI and Greptile/Ponytail remain required before merge.

## Risks

- Expiry uses `expiresAt <= now`; the old combined loop skipped exact
equality. The deadline boundary is now covered explicitly.
- TTL expiry records the TTL reason. Target-driven expiry preserves its
own reason. When both causes apply, the first terminal transition wins.
- Supported producers share the application DB signal owner. Independent
SQL writers or multiple active processes need a separate notification
contract. New deadline-edit APIs must use the existing helper.
- The index requires top-level concurrent migration execution. It is
registered with the migration owner and replayed in verification.
- Future in-process deadlines are not external Cloud alarms. Existing
sleep guards remain conservative. This PR does not claim host/database
suspension or measured savings.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:10:36 -05:00
DottaandPaperclip a63d19816f fix(server): wake decision continuations from committed changes (#17478)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A completed decision can owe a wake to the agent that proposed it.
> - The decision row already stores the pending continuation.
> - The main maintenance tick scans this debt even when no continuation
is ready.
> - Committed changes can activate recovery and leave settled history
quiet.
> - This pull request gives continuation delivery its own worker and
shares foreground delivery ownership.
> - Pending work stays recoverable without an unconditional continuation
scan.

## Linked Issues or Issue Description

Targets master after #17475 merged. This is slice 09 of the recurring
server work migration. Each PR owns one reason for background work. The
remaining inventory is in
`doc/plans/2026-10-24-recurring-server-sleep-stack.md`.

**What existing behavior does this improve?**

Decision continuation delivery and recovery in the server.

**Current behavior**

Foreground paths send a wake and clear a pending flag. The combined
decision sweep scans pending continuations on every maintenance tick. It
can overlap foreground delivery.

**Proposed behavior**

Terminal decision writes notify a dedicated worker through the existing
transaction boundary. Foreground and recovery calls share one in-flight
delivery per decision and DB owner. Recovery re-reads readiness, pages
past failures, and retries only unresolved debt or errors.

**Reason and benefit**

Open decisions, running effects, and delivered history no longer cause
an independent continuation scan. No queue table is added. Decision
expiry, target invalidation, interrupted effects, and retention remain
separate duties.

## What Changed

- Extract continuation readiness, delivery, and paged recovery into the
decision owner. Preserve the wake payload and at-least-once crash
behavior.
- Signal the ten decision update sites before SQL in their existing
transaction scope. Keep effects and wake calls outside those
transactions.
- Explicitly create the continuation obligation on all three
archive-proposal failure settlements, including recovered running rows
without inherited pending metadata.
- Serialize concurrent decision effect execution through final
settlement. Coalesce foreground and worker wakes. Re-read the durable
flag before sending. Fence effect completion to running state so
competing completion cannot restore acknowledged debt.
- Expose an opaque DB work-scope key. Child pools and nested
transactions share that identity; independent roots remain separate.
Existing signal consumers keep their behavior.
- Bound each recovery pass to 100 candidates, retain a fair cursor
across failures, and stop between deliveries on shutdown. Forward the
existing AbortSignal through the shared deadline adapter.
- Register enabled-heartbeat continuation recovery before decision
housekeeping. Remove only its independent scan from the main tick.
Preserve the public combined sweep and disabled-heartbeat behavior.
- Add generated migration `0388_ambitious_micromax.sql`, an idempotent
concurrent partial index for pending continuations, and keep five
generated snapshots.
- Add real producer, transaction, failure, concurrency, paging, quiet,
and shutdown tests. Document ownership and remaining limits in
`doc/idle-decision-continuations.md`.

## Verification

Current candidate: `18f682863cadb91281a86b4da2553a4579ee054a`, normally
integrated with landed archive squash `5785090ff1`. All 31 independent
incoming master files are preserved exactly, including
controller-authority recovery. All 97 decision/startup/deadline cases
plus server types/build pass after the required Runner vendor rebuild.
The preceding full five-suite selection passed 293 cases; the
continuation owner behavior is unchanged by master reconciliation.

- **97 cases pass at this master integration** across decision, startup
and scoped-deadline suites, plus server types/build. The preceding
parent candidate passed the full 293-case
decision/gateway/archive/startup/deadline selection; those results
remain evidence for that revision. All selected cases executed with
separate PostgreSQL fixtures where needed.
- Tenant-driven global scan amplification reproduced six sweeps for six
sequential real cancellations. Existing thirty-second notification
coalescing now permits one recovery sweep per window while retaining
pending work. The first green fixture wrongly expected the intent hold
to clear before coalesced reconciliation; the hold remains and quiet is
checked after settlement. Foreground delivery stays immediate.
- The archive contention test uses a signaled dedicated
single-connection read and two FIFO SQL round trips instead of a fixed
delay. Removing effect coalescing makes it fail with two contender
reads; restoring production code passes. No production test hook was
added.
- **Three new real PostgreSQL regressions failed before repair**:
recovered archive proposals with invalid signatures, mismatched
manifests or archive execution failures and no inherited pending flag.
Each now persists failure, wakes once, acknowledges continuation
delivery and remains quiet on replay. Running-state fencing is
preserved.
- The unmerged continuation index is regenerated as
`0388_ambitious_micromax.sql` after parent migrations 386/387. All
parent journal entries are unchanged, five generated snapshots remain,
numbering/safety and snapshot/schema-drift checks pass. Fresh database
migration apply and replay pass; the concurrent index is valid.
- Existing lifecycle coverage includes foreground/worker coalescing,
child pools, transaction commit/rollback, failed acknowledgement,
restart, drain/resume, shutdown and fair 100-row recovery. Earlier
bounded-pass and concurrent archive-result regressions and their repairs
remain recorded in [the owning behavior
audit](doc/idle-decision-continuations.md).
- Failure accounting: the first combined command used an incorrect
retention fixture variable and skipped 15 cases. The corrected separate
external-PostgreSQL retention run passed all 15. The historical nine
embedded-only work-signal cases were not executed by this selection.
Extra upstream embedded-only suites attempted on the parent could not
initialize locally; they remain CI verification, as recorded in the
parent PR. Earlier reused-fixture, assertion and compile failures remain
in the behavior audit and stack ledger; they are not erased by later
passing checks.

Commands: `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter
@paperclipai/server build`, server Vitest for `decisions-service`,
`decision-retention-service`, `server-startup-feedback-export` and
`scoped-deadline-work`; `pnpm --filter @paperclipai/db
check:migrations`, migration apply/replay, and the generated
snapshot-drift test. Local targeted evidence does not establish a full
local repository run, deployed sleep or fleet savings. Fresh exact-head
CI and both automated reviews remain merge gates.

## Risks

- Notification-driven recovery remains global but is coalesced to thirty
seconds. This bounds request-driven scans; it does not introduce
company-scoped selection. Foreground delivery remains immediate.
- Delivery remains at least once. A crash or acknowledgement failure
after accepting a wake can send it again. Local coalescing is not a
cross-process claim.
- Supported writers share the application DB signal owner. Independent
SQL writers or multiple active server processes need a separate wake
contract. Wake-producing service methods do not gain a new guarantee
when called inside an uncommitted caller transaction.
- The concurrent index needs top-level migration execution; it is
registered with the existing migration owner and can be replayed safely.
- No Cloud sleep blocker or external alarm coverage changes. Worker
quiet does not prove deployed app or database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window 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>
2026-10-27 17:44:51 -05:00
DottaandPaperclip 5785090ff1 fix(server): wake archive notification delivery from committed changes (#17475)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Auto-archive writes an existing notification outbox in its archive
transaction.
> - The maintenance sweep polls that outbox even when it is empty.
> - The committing producer can wake delivery. Saved rows and claim
timestamps can restore unfinished work.
> - This PR separates delivery from retention scanning and uses the
existing coordinator for retries and deadlines.
> - Settled delivery becomes quiet while archive and notification
behavior remain intact.

## Linked Issues or Issue Description

**What happened?**

The retention maintenance sweep calls archive notification delivery on
every tick. An empty outbox and retained delivered history still cause
database work.

**What did you expect?**

Committed auto-archive should wake delivery. Pending work and existing
claims should retain retry or expiry deadlines. Settled history should
cause no recurring delivery SQL.

**Steps to reproduce**

Start a configured instance with an empty or fully delivered archive
outbox. Leave it idle. The old maintenance tick still checks the outbox.

This is slice 08 of the sleep migration. It remains stacked on
projection repair #17468. Retention eligibility and scanning, decision
TTL expiry and decision continuation recovery have separate owners and
PRs.

## What Changed

- Notify archive delivery before the existing outbox insert in the
auto-archive transaction. Preserve outer transaction commit, rollback
and uncertainty handling.
- Register a delivery worker with the existing coordinator. Remove
notification delivery from retention sweeps.
- Keep claim recovery, selection, company/agent grouping and
timestamp-fenced settlement in the delivery service. Keep the existing
service API and payload.
- Count a notified group only when it settles rows. Use one timestamp
for failure reset.
- Add generated concurrent migration
`0387_boring_professor_monster.sql`. Its partial index matches pending
order: `last_attempt_at NULLS FIRST, created_at, id`. Add no table.
- Test real startup registration and prove a retention tick does not
send notifications. Preserve the disabled-scheduler no-notification
contract.

## Verification

Current candidate: `457c70fc6acbd681fcccd90d08b6391efb202bce`, normally
merged with pinned master `8161f2a813` after projection #17468 landed.
All 39 independent files from that master integration are preserved
exactly. Archive owner behavior and migration 0387 are unchanged.

- **58 archive/startup/scoped-deadline cases pass** after master
reconciliation. Server typecheck and build pass. The preceding
projection-parent integration passed all **239**
gateway/projection/archive/startup/deadline cases.
- All 385 parent journal entries remain an exact prefix, with own
migration 0387 appended; the five newest generated snapshots remain.
Generated index apply, replay, schema drift and real pending-order query
measurements passed in the prior owner verification.
- Failure accounting: the broader local command also attempted six
upstream heartbeat-session-preparation and 55 native control-plane
cases. The embedded PostgreSQL runtime was unavailable: the six
heartbeat cases skipped, and native setup failed before its 55 cases
could execute. This is an incomplete additional local check, not a
passing full run. The owning 58 cases passed with the existing external
fixture where applicable. CI must exercise its supported embedded
environment.
- The first independent-master comparison used the shared mutable remote
ref, which another worktree advanced during verification. Pinning the
actual merged master SHA confirms all 39 independent files match
exactly. No incoming source change was dropped.

The behavior audit in `doc/idle-decision-archive-delivery.md` records
earlier fixture failures, the stale-claim regression and the index
probe. Local tests do not prove deployed suspension or fleet savings.
Fresh current-head CI and both reviews remain required.

## Risks

- Delivery remains at least once. A wake accepted before an
acknowledgement is lost can be retried.
- Each pass keeps the existing 500-row limit. Failed or remaining
pending work retains the existing thirty-second retry. Saved delivery
claims retain their five-minute deadline.
- Auto-archive is the existing outbox producer. Manual archive/revive
and reviewed-manifest actions do not gain notifications.
- Signals use the existing single-active-writer database owner.
Independent SQL or another active server needs a wake contract.
- Concurrent index creation uses the existing top-level executor and
invalid-index retry path. Existing SQL and migration receipts are
unchanged.
- Cloud sleep guards and external-wake coverage do not change. Local
worker quiet is not proof of database or host suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window 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


The final projection efficiency parent is integrated normally. All 239
affected gateway/projection, archive, startup and scoped-deadline cases
pass, with server typecheck/build. The archive owner behavior and index
remain unchanged. Fresh reviews and CI are required on this parent
integration.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:26:54 -05:00
DottaandPaperclip 8161f2a813 fix(server): wake tool-review card repair from committed changes (#17468)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tool requests and invocations store the execution outcome. Review
cards show that outcome.
> - The maintenance tick repeatedly joins these tables even when every
card matches.
> - Committed changes can wake repair. Existing rows can restore work
after restart.
> - A large company backlog also needs a bounded pass so other companies
and shutdown can proceed.
> - This PR uses the shared coordinator for scoped repair, continuation
and failure deadlines. Settled history becomes quiet.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans tool-review projections on every
tick. Matching terminal history still causes database work. A company
with many stale cards can also hold one worker in an unlimited drain.

**What did you expect?**

Relevant writes and startup should wake repair. Failed or unresolved
cards should retain recovery. Matching history should cause no recurring
SQL. Each normal worker pass should honor drain and shutdown.

**Steps to reproduce**

Start an instance with completed tool requests and matching cards. Leave
it idle. The old maintenance tick keeps querying for mismatches. A large
mismatch backlog also drains without a row limit or cancellation check.

This is slice 07 of the sleep migration. It now targets master after
#17458 landed. Related owners are pending expiry #17453 and approved
recovery #17454. Their execution duties remain separate from card
repair. The prior open-PR search found no duplicate projection
migration.

## What Changed

- Register company-scoped projection repair with the existing delivery
coordinator. Remove its recurring aggregate-tick scan.
- Signal through the existing review-write transaction owner and linked
interaction mutations. Ordinary unlinked confirmations do not wake
repair.
- Keep interpretation, locks, current-state checks, activity and
continuation callbacks in the gateway. A repair never repeats a provider
tool call.
- Limit each normal worker pass to 500 rows. Check abort and admission
between rows. Save company progress through truncated and failed passes
so blocked early pages cannot hide later cards.
- Schedule truncated work after one second. Back off unresolved cards
from thirty seconds to five minutes; fresh committed hints reset the
delay. Clear obsolete cursors after empty reconstruction.
- Skip repeated company discovery for scoped hints and the extra
candidate query on an empty sweep with no saved cursor. Attempted or
resumed passes still verify remaining mismatches because reflection
returns no settlement result.
- Add generated migration `0386_steady_epoch.sql` for the existing
`(company_id, interaction_id)` lookup. Use the existing concurrent-index
executor. Add no table.

## Verification

Current candidate: `d4706fbf2a04a00ade30181eb1bd9322e8455818`. All 222
cases in the full gateway/projection/interruption, startup and
scoped-deadline suites pass without skips after the query/retry
efficiency repair; server types and build pass. A single committed
company hint with matching retained history and a separate empty direct
sweep each perform one candidate query. The unresolved-card regression
failed before repair and now verifies backoff through the five-minute
cap, prompt producer activation and quiet after settlement. An initial
assertion incorrectly assumed an entire approval emitted one wake; its
separate real writes require isolating the single-hint measurement.

The earlier master integration `fe6e10629b` additionally established the
following evidence before this efficiency follow-up:

- **320 cases pass** across full gateway/projection/interruption,
startup, scoped-deadline, narrowed identity-read and authenticated
gateway HTTP suites. The HTTP selection includes all 81 cases.
- **Six real PostgreSQL regressions failed before their fixes:** pass
bounds, abort, drain, progress past unprojectable pages, progress past
failed pages, and first repair after empty reconstruction. The complete
owning selection passes all 220 cases.
- Server production typechecking and build pass. Generated index
migration, snapshot drift and numbering/safety checks pass. The five
newest snapshots remain; master journal entries are unchanged.
- A real missing-link query on 30,000 history rows changed from a
sequential scan that filtered all 30,000 rows and touched 429 buffers to
the new index with two buffers. Both treatments returned no rows.
- Normal master integration preserves 35 independent performance files
exactly. The gateway also retains master's narrowed identity read.

Commands include `pnpm --filter @paperclipai/server typecheck`, `pnpm
--filter @paperclipai/server build`, and server Vitest selections for
`tool-gateway-service`, `server-startup-feedback-export`,
`scoped-deadline-work`, `run-identity-projections`, and
`connection-management.integration`, with separate PostgreSQL test
fixtures.

[The behavior and failure audit](doc/idle-tool-review-projection.md)
records the producer contract, earlier fixture failures, index
measurement, red/green regressions and integration evidence. Fresh
current-head CI and Greptile/Ponytail remain required before merge.

## Risks

- Signals use the existing single-active-writer database owner. Another
replica or independent SQL writer needs a wake contract.
- An already issued database query or reflection finishes before
cancellation takes effect. Checks between rows bound further dispatch.
- Legacy manual/global and disabled-scheduler one-shot repairs keep
their complete-sweep behavior. The normal coordinator worker always
supplies its row budget and admission controls.
- Unprojectable cards and thrown failures retain recovery with a
five-minute backoff cap. The company mismatch query still grows with
terminal history. Empty history does not retain a recurring scan.
- The index migration uses concurrent creation and the existing
invalid-index recovery path. Prior SQL and journal entries remain
unchanged.
- Cloud sleep eligibility and external-wake coverage do not change.
Local worker quiet is not proof of host or database suspension.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:09:31 -05:00
DottaandPaperclip f6bc653f7f fix(server): schedule interrupted tool claims by their deadlines (#17458)
## Thinking Path

> - Paperclip governs tool execution and keeps durable approval records.
> - An interrupted execution may have produced an external effect
without a saved final request state.
> - The maintenance tick currently scans executing requests even when
none exist.
> - Every executing claim already has a ten-minute stale deadline.
> - This PR schedules that deadline from committed claim changes and
clears it after settlement.
> - Recovery preserves saved provider outcomes and quarantines unknown
outcomes without another provider call.

## Linked Issues or Issue Description

Refs #17454. This is the sixth recurring-server sleep slice, stacked on
`codex/sleep-05-approved-tool-recovery`.

**Problem**
The aggregate maintenance tick repeatedly searches for stale executing
tool requests. Its settlement can overwrite a saved successful
invocation with an unknown-outcome failure after a crash between
invocation and request writes.

**Proposed Solution**
Use the existing review notification boundary and shared scheduler. Read
the earliest executing claim deadline through a partial index. At that
deadline, lock invocation then request, recheck claim identity, and
atomically settle from the saved outcome or quarantine the unknown
outcome.

**Alternatives Considered**
A longer polling interval still queries empty work. A new queue would
duplicate existing records. Replaying an interrupted call can duplicate
an external effect. Treating every stale request as unknown discards
already saved outcomes.

## What Changed

- Coalesce sequential review notifications for up to 30 seconds while
preserving already loaded recovery deadlines. Do not schedule scans when
no notification or execution deadline remains.

- Extract interrupted-execution deadline lookup and settlement into the
owning tool-review service.
- Register its worker at startup. Use committed claim/result changes to
update the existing ten-minute deadline; retry failed settlement after
30 seconds.
- Preserve terminal invocation results, reasons, and completion times
when repairing request state.
- Settle uncertain request/invocation state atomically with the existing
unknown-outcome reason, without dispatching a provider call.
- Notify all gateway claim and settlement paths through the existing
review transaction helper. Keep framework wiring and the shared
scheduler free of provider-specific behavior.
- Add an idempotent concurrent partial index for executing deadlines.
Preserve the combined manual sweep and scheduler-disabled startup pass.
- Remove interrupted scanning from the aggregate tick. Interaction
projection repair remains the next separate duty.

## Verification

Current head: `648d8a9a64ded15deeeb331545b92a12d69e277d`. The final
commit changes no files and requests CI after the master retarget. A
preceding run appeared while that trigger was being published; it was
observational delay, not an established CI outage. No test rerun or
bypass was used to turn a failure green. Source remains identical to the
198-test passing integration, apart from the already recorded ledger
update. Fresh checks and both automated reviews must qualify this
current head before merge.


Current master-targeted head:
`d55e44b376555e4926bb2c2a0e4dcfb431324162`. Parent #17454 landed as
`77295faebc8`; a normal merge reconciles that squash. Every conflicted
master file was checked against the already-integrated parent, and all
matched byte-for-byte. Each interruption-only hunk was retained; the
complete integrated source tree matched the 198-test passing
`848f1b87b3` exactly before the sole final documentation update. All
master migration journal entries are unchanged, with only this PR's
executing-deadline index appended. Server types pass. Fresh CI and
current-head Greptile/Ponytail are required before the next authorized
merge.


Latest published integration:
`848f1b87b3a6646ae4e56e8ab142f64889d7a69c`, normally merging
approved-recovery parent `23868c1751`. All 198
gateway/interruption/startup/deadline cases and server production
typechecking pass. Both parent approval fixes and all interruption tests
are retained. The two merge conflicts preserved the interruption import
alongside the parent's claim-bound hash helper and preserved the
parameterized historical test helpers. This remains stacked on #17454;
fresh CI and both automated review gates are required after integration.


- Review documentation correction at
`c985eb9d1b48a481909de6a1c2d89d7af11bfc03`: the focused real-PostgreSQL
interruption-worker selection passes all 16 cases; 124 unrelated cases
were filtered out. The docs now correctly name 16 cases and six saved
terminal statuses. No production behavior changed in the correction.
Fresh remote CI/review is pending after integrating the verified parent.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/f6a5949fb726f71c247950714adecb275655284f/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Current head: `f6a5949fb726f71c247950714adecb275655284f`. This remains a
single-duty PR stacked on #17454.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/eaac8d343e5ef4d2c13cdf7cb7607cb5a498e9a2/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover the existing single-active-writer database owner.
Independent writers and replicas need an explicit wake contract.
- The ten-minute policy is unchanged. A provider call that outlives its
claim remains an uncertain outcome; this worker never retries the
external call.
- Interaction projection follows authoritative settlement outside its
transaction. Its separate existing repair duty still handles an
interrupted projection.
- Non-executing review writes can cause one empty reconciliation.
Without an executing claim or failed attempt, no recurring deadline
remains.
- Cloud eligibility and external-alarm coverage remain conservative.
Worker quiet does not prove actual host or database suspension.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:33:30 -05:00
DottaandPaperclip 77295faebc fix(server): recover approved tool actions from committed changes (#17454)
## Thinking Path

> - Paperclip manages agent work and its governed tool calls.
> - A human approval can persist before the approving process dispatches
the tool.
> - Recovery currently scans approved requests on every maintenance
tick.
> - Completed and deliberately inert approvals do not owe another
execution.
> - Test-tab approval also needs a shared execution claim before
recovery can safely race the foreground path.
> - This PR wakes recovery from committed changes and retries only
unresolved approvals.
> - Idle history becomes quiet while existing approval and execution
checks remain with the gateway.

## Linked Issues or Issue Description

Refs #17453. This is the fifth slice of the recurring-server sleep
migration, stacked on `codex/sleep-04-tool-review-expiry`.

**Problem**
Approved tool requests are scanned periodically even when no executable
work remains. The Test-tab foreground path lacks the request claim
needed to admit concurrent recovery safely.

**Proposed Solution**
Use the existing transaction-aware review notification boundary and
shared deadline worker. Keep signed-payload interpretation, current
policy and target checks, and provider dispatch in the gateway. Share a
claim between Test-tab foreground and recovery, then persist both
authoritative outcome rows atomically.

**Alternatives Considered**
A longer interval still scans idle history. A new durable queue would
duplicate existing request/invocation state. Dispatching Test-tab
approvals without a claim risks duplicate external calls.

## What Changed

- Recheck both principals for delegated Test-tab approvals. Save their
rate receipts in the same claim transaction, share only the same bucket,
and roll back new charges on denial.

- Preserve delegated gateway authorization and both issuer/target rate
receipts inside the existing claimed-invocation transaction; retain the
durable actor during approved replay.

- Expire stale managed connector payloads before consuming approved-tool
admission.

- Persist current rate-policy charges and their invocation receipts
atomically before dispatch, preserving exact approval claim fencing and
read-only preflight.

- Recover approved requests at startup and after committed review
changes; retry only unresolved approvals.
- Leave legacy agent approvals without execute-on-approve intent inert.
Repair completed Test-tab history without another provider call.
- Fence Test-tab execution and outcome settlement with an atomic claim
shared by both callers. Revalidate the approved target and current
policy before dispatch.
- Keep provider calls outside database transactions. Retain quarantine
for interrupted execution and unknown outcomes.
- Add a concurrent, idempotent partial index for approved-request
pagination. Reuse the parent's company-scoped review signals and shared
scoped deadline worker.
- Remove approved scanning from the aggregate tick. Preserve the public
combined sweep and scheduler-disabled startup behavior.
- Document producer ownership, quiet states, lifecycle behavior, and
remaining recovery duties.

## Verification

Latest published head: `23868c1751c100a27f58087f7ce16b93c52d4eba`,
targeting master. The review-found delegated gateway pool deadlock is
repaired by passing the admission transaction through token and
issuer-authority reads. Foreground and recovery each reproduced the
deadlock with a one-connection pool; all three constrained-pool cases,
including revoked authority, now pass. All 81 HTTP integration cases
pass. The historical foreground rate-slot regression also reproduced
before its repair; verified preview hashes are accepted only by
read-only preflight, while consuming admission still requires the
complete identity under the exact claim. Five full suites passed 329
cases; the gateway service then passed all 141 cases after two
additional mixed historical hash controls. Production types/build passed
before the final normal integration of master `35820cf398` (including
independent Grok/Runner changes); integration validation is running.
Initial fixture/assertion errors and the prior E2E
restoration/cancellation deadlock remain recorded in [the owning
audit](doc/idle-approved-tool-recovery.md#gateway-admission-uses-its-transaction-connection).
Fresh-head CI, Greptile 5/5, and passing Ponytail are still required
before merge.


- Master landing reconciliation at
`8dfe3958db6e4e8a0b7499f3f5be0a396ca77361` after #17453 merged:
production and server test files are byte-identical to the accepted
320-case repair. The landed migration journal prefix is unchanged, and
#17928's independent eval reporting changes are preserved. Fresh CI and
reviews on this exact head are required before merge.

- Historical-identity repair published at
`096b7c7198c3ca864aca9377e261cbaa0a8aad6f` (production/test source
identical to integrated acceptance
`81231824d773a79fc50c835eccf7d9b3977e79fc`): all 320 accepted gateway,
policy, startup, preparation-timing and authenticated HTTP management
cases pass. Server types and the production server build pass. Four real
historical sensitive-argument regressions failed before repair;
invalid-signature, foreign-hash and stale-claim controls remain denied
without dispatch or identity changes. Both agent and Test-tab calls
deliver the original signed arguments once, and new rate policies still
apply.
- The first integrated combined run passed 319 cases and hit a Slack bot
ownership collision left in a reused HTTP test database. The guard
correctly returned 409. The full 78-case HTTP suite passed on a fresh
dedicated fixture without product or assertion changes. Earlier
fixture-construction errors are distinguished from the four real
regressions in the audit document. Fresh remote CI and reviews remain
required.

- Parent reconciliation at `736e7f56097055e21ce13b4e45d9033391483af8`:
299 cases pass (221 full gateway/policy/startup cases and 78
assembled-server connection management cases), with no skipped cases.
Server types pass. This includes real delegated Test-tab approval
admission for newly added shared and caller rate rules. Fresh remote CI
and Greptile review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/bcca5b006976a471f4afd1f70c4031aa40a2b3f7/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Current head: `bcca5b006976a471f4afd1f70c4031aa40a2b3f7`. This remains a
single-duty PR stacked on #17453.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/a021467f04d22be42ee5b0c87b6583b2300a62a9/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Notifications cover the existing database-owner, single-active-writer
contract. Independent SQL writers and other replicas need an explicit
wake path.
- Unknown provider outcomes cannot be replayed safely. Failed result
persistence retains an executing claim and the existing stale-execution
quarantine.
- Interrupted execution and terminal interaction projection repair
remain periodic until their separate slices. This PR changes only
approved recovery.
- A pending-only review write can trigger one empty approved-recovery
pass. Settled idle work schedules no further scan.
- The partial index uses the existing top-level concurrent migration
executor. Snapshot pruning follows repository policy.
- Cloud sleep eligibility and external alarm coverage remain unchanged.
Worker quiet is not proof of deployed instance suspension.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:10:44 -05:00
DottaandPaperclip d108aeeaaf fix(server): schedule pending tool-review expiry from committed changes (#17453)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Governed tools can wait for a human review before execution.
> - Pending reviews already save a deadline and must reject approval
after expiry.
> - The server currently scans for expired reviews on every maintenance
tick.
> - Empty scans keep the database active without advancing work.
> - This pull request schedules pending review expiry from committed
changes and saved deadlines.
> - Configured idle state and resolved history no longer cause this
expiry scan.

## Linked Issues or Issue Description

**What happened?**

The combined tool review sweep repeatedly queries pending expiry even
when no pending request has a deadline.

**What did you expect?**

Signing or resolving a request should update the expiry schedule. A
saved expiry should trigger settlement. Once no expiry remains, this
duty should stop querying.

**Steps to reproduce**

Start a claimed instance with heartbeat scheduling enabled. Leave it
idle with no pending tool reviews. Observe pending-review expiry
discovery in the maintenance sweep.

Stacked on #17450; earlier slices are #17446 and #17443. These all reuse
the delivery and transaction foundations from #15625. This PR owns
pending-review expiry only. Approved-action recovery,
interrupted-execution quarantine, and terminal interaction projection
repair remain separate migrations. No duplicate pending-review expiry
migration was found in the open PR search; credential lifetime changes
in #17221 and #17274 concern the parent credential slice.

## What Changed

- Replace repeated company review-deadline aggregates with an indexed
single-row lookup. Add and replay a concurrent covering-index migration
and generate combined snapshots throughout the stack.

- Extract pending-expiry selection and settlement into its owning
service. Keep provider execution and interaction publication with the
gateway.
- Signal deadline assignment and pending resolution inside the owning
SQL transaction. Preserve outer commit/rollback and central uncertainty
handling.
- Register company expiry deadlines with the shared scoped coordinator.
Reconstruct on startup; normal producer hints reload only their company.
Preserve writes during drain and concurrent reconciliation.
- Settle request expiry and invocation failure atomically. Keep
interaction projection recovery in the existing separate sweep.
- Remove pending-expiry scanning from the main tick. Preserve the
combined manual API and startup-only behavior when scheduling is
disabled.
- Add a partial pending-expiry index through an idempotent concurrent
migration. No queue table is added.
- Document supported producers, quiet states, remaining duties, and
external wake limits.

## Verification

- CI run `40574661575` at `f5c935d1b89877033eb82bf890f867baeb372ef3`
lost the runners for general-server shard 9/12 and E2E shard 2/8 at
20:09:03 UTC. Both job logs explicitly show a runner shutdown signal
followed by cancellation; no test assertion failure was reported by
those jobs. A single infrastructure retry is justified once the run
completes; it has not been issued yet. Both current-head reviews are
5/5, and CI must still be green before merge.

- Current master landing at `f5c935d1b89877033eb82bf890f867baeb372ef3`:
128 complete gateway expiry, startup, scoped deadline and
preparation-timing cases pass with no skips. Server types and the
production server build pass. Landed tracing changes from #17918 are
preserved. The master migration journal prefix remains semantically
identical, with only this PR's two migrations added. Fresh remote
CI/review is required before merge.

- Parent reconciliation at `17539e2a6cf8ac4922b3cbe06af6df361bfe5665`:
116 tests pass across the full tool gateway service, startup and scoped
deadline suites against a dedicated migrated PostgreSQL database. No
cases were skipped. Server typecheck passes. Fresh remote CI and review
are pending.

Current head: `ec28076f825e76a267f05517ff0c44a3e2283ce7`. This remains a
single-duty PR stacked on #17450.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/ec28076f825e76a267f05517ff0c44a3e2283ce7/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- All supported producers must share the database signal owner.
Independent SQL writers and other replicas need a live notification
contract; startup alone does not cover them.
- A crash after authoritative expiry and before interaction projection
still relies on the existing projection-repair duty. That duty,
approved-action recovery, and uncertain execution recovery remain
periodic in this slice.
- Unknown external outcomes remain quarantined. Provider calls stay
outside SQL transactions. Expiry is still checked before approving a
request even if physical cleanup waits during drain.
- The new index uses the existing top-level migration executor because
PostgreSQL concurrent index creation cannot run in a file-wide
transaction. Snapshot pruning follows the repository rule.
- This establishes worker quiet and reactivation, not deployed host
suspension. Existing Cloud idle-safety and external alarm coverage
remain unchanged.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window 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
- [ ] 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

Latest-head CI is now green after one evidence-backed retry. Greptile is
5/5 and all review threads are resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:26:19 -05:00
DottaandPaperclip 5398275d2a fix(server): schedule gateway credential expiry from committed changes (#17450)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The tool gateway stores credentials for sessions and named gateways.
> - Those credentials already contain expiry dates.
> - The server repeatedly scans their tables even when no expiry work
exists.
> - Creation signals and saved deadlines can drive cleanup without idle
scans.
> - This PR registers that work with the existing coordinator.
> - Authentication continues to reject expired credentials independently
of physical cleanup.

## Linked Issues or Issue Description

Refs #17446, #17221, #17274. This is the third sleep-migration slice,
stacked on #17446.

**What problem does this solve?**
Gateway credential cleanup queries PostgreSQL on every maintenance tick,
including empty tables and retained non-expiring tokens.

**What is the proposed solution?**
Signal expiring token/session creation from its transaction. Restore the
earliest saved expiry at startup. Retry only while cleanup or
reconciliation remains outstanding.

**Why is this useful?**
Configured idle gateways no longer create recurring expiry traffic.
Existing credential data remains the durable source of truth.

Related work: #17221 and #17274 change run-token lifetime and cleanup
eligibility. They remain separate. This PR preserves current master
authorization and deletion rules. When those PRs are combined, update
the deadline query and signals to match their new operator-token expiry
predicate; run-token idle markers must not keep this worker scanning.
Retain the separate run-liveness reaper and run both regression suites.
Text mergeability is insufficient evidence for that integration.

## What Changed

- Make the credential test clock follow real scheduled work without
overshooting future-expiry assertions; production behavior is unchanged
by this fixture follow-up.

- Coalesce sequential credential notifications within the former cleanup
cadence, preserve loaded expiry deadlines and immediate authentication
rejection, and bound scheduled deletion to 500 rows per pass.

- Added transaction-aware intent before the two existing credential
inserts. Non-expiring named tokens do not signal expiry work.
- Added earliest-expiry selection in the gateway service and a narrow
registration wrapper for the shared deadline helper.
- Removed gateway credential cleanup from the aggregate maintenance
tick. Startup reconstructs saved deadlines. Heartbeat-disabled instances
retain their startup-only cleanup behavior.
- Preserved expiry/revocation checks, run authorization, audit behavior,
and the existing 500-token cleanup batch limit.
- Added real PostgreSQL tests and a lifecycle/producer document.
Tool-action review recovery remains a separate slice.

- Drain all expired session/token pages in explicit and
scheduler-disabled startup cleanup, while retaining one-page scheduled
passes and authentication enforcement.

## Verification

- At `907098cd3656bac59c60220c73b085d0349d4b5f`, all 290 Runner
transport tests pass locally (including all seven prepared-environment
variants). CI run `40570815360` attempt 1 had one provider-drain
settlement failure in the `close-attachment` case; the identical source
passed the preceding CI lane. A single failed-job rerun is in progress.
The failure remains recorded; no shutdown assertion or production
behavior was changed to suppress it.

- Master landing reconciliation at
`907098cd3656bac59c60220c73b085d0349d4b5f` after #17446 merged: all
production and test files are byte-identical to
`24318d9b99ee7f044a864ff3981fc1929bf3e509`, where the 150-case
acceptance and server types passed. Only commit ancestry and the plan's
merged status changed. Fresh CI/review is pending on this head.

- Parent reconciliation at `24318d9b99ee7f044a864ff3981fc1929bf3e509`:
150 affected tests pass across gateway credential expiry, the complete
tool gateway suite, custom-image worker and startup. The accepted
PostgreSQL runs skip no cases. Server types pass. Existing direct tests
cover sequential-write coalescing and saved-deadline precedence; the
older Ponytail finding needs a fresh review. Remote CI is pending.

Current head: `10c85a5eaa288867aa2997a27aee5f675c2a713d`. This remains a
single-duty PR stacked on #17446.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/10c85a5eaa288867aa2997a27aee5f675c2a713d/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/10c85a5eaa288867aa2997a27aee5f675c2a713d/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Shared-owner signals cover supported local producers. Independent SQL
writers or another replica need a separate ingress contract; startup
recovery is not live discovery.
- This is scheduling only. The open run-token lifetime PRs need semantic
integration as described above before combining their behavior.
- Expiry cleanup can wait during drain; authentication still enforces
expiry on use. Existing Cloud safety gates are preserved. Local
deadlines do not prove external wake coverage or deployed suspension.
- Revocation does not move expiry. Non-expiring tokens remain retained
by design; this PR does not invent a retention deadline.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window 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
- [ ] 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

Latest-head CI is now green after one evidence-backed retry. Greptile is
5/5 and all review threads are resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:58:11 -05:00
DottaandPaperclip 623f1dc289 fix(server): schedule secret-proposal expiry from committed changes (#17446)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can propose secrets and bindings for approval.
> - Pending proposals already contain their expiry and encrypted value.
> - The server scans for expired proposals on every maintenance tick,
even when none exist.
> - Committed proposal changes and saved expiry times provide the
required triggers.
> - This PR uses those triggers and preserves scrubbing, approval
checks, and recovery.
> - Empty and completed proposal history no longer causes recurring
expiry queries.

## Linked Issues or Issue Description

Refs #17443. This is the second PR in the sleep migration stack and
targets its branch.

**What problem does this solve?**
The periodic proposal scan contacts PostgreSQL when no proposal needs
maintenance. That obstructs idle database behavior across tenant
instances.

**What is the proposed solution?**
Use transaction-aware notifications for creation and resolution.
Reconstruct the earliest pending expiry at startup. Run cleanup at that
deadline, or retry while reconciliation remains unfinished.

**Why is this useful?**
It removes an idle scan while retaining security checks and physical
ciphertext cleanup. No queue table or migration is required.

## What Changed

- Added intent notifications before secret/binding creation, approval,
terminal transitions, and linked interaction resolution. The existing
outer transaction owns settlement.
- Kept expiry selection, ciphertext scrubbing, dependent rejection, and
authorization in the secret-proposal service.
- Registered a startup and deadline worker in place of the aggregate
maintenance sweep. Empty/terminal states disarm; overdue batches and
failures retain retries.
- Reused shared scoped deadline dispatch for secret expiry. The service
owns company-filtered SQL and expiry policy. Custom-image expiry
continues to use `registerDeadlineWork`.
- Added real PostgreSQL producer, outer-transaction, concurrent-write,
expiry, restart, interaction resolution, and drain/resume tests. Updated
startup wiring fixtures and documented the supported writer/lifecycle
contract.

## Verification

- Landing reconciliation at `c10eb1bcf752b058713e05d3345e5cf38dd3fa72`:
160 tests pass across the complete secret-proposal, scoped deadline,
company batch, coordinator, startup, custom-image service and
custom-image worker suites; no cases skipped in the accepted runs.
Server typecheck passes. This integrates master after #17443 landed;
fresh remote CI and Ponytail review are required before merge.

Current head: `5bbe17ad9ebc4573b08ed1a9323644ef9608ca09`. This remains a
single-duty PR stacked on #17443.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/5bbe17ad9ebc4573b08ed1a9323644ef9608ca09/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/5bbe17ad9ebc4573b08ed1a9323644ef9608ca09/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Notifications cover supported writers sharing the database signal
owner. Independent SQL writers and other process roots require a
separate ingress contract; startup recovery alone is not live replica
support.
- The shared coordinator and scoped worker also serve later stack
duties. Their defaults remain intact; existing voice, chat, native, and
startup consumers are included in integrated verification.
- Startup now checks overdue proposals immediately. During drain,
physical cleanup waits; approval still rejects expired proposals
synchronously.
- Each due company pass remains bounded to 100 rows. Failed scopes back
off from 30 seconds to five minutes; healthy overdue work keeps
draining. Self-generated write hints coalesce and do not erase a failed
sweep's backoff.
- Heartbeat-disabled behavior and Cloud sleep-safety gates remain
unchanged. This does not establish deployed suspension or external wake
coverage. Tool review and gateway token cleanup remain separate slices.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:36:28 -05:00
DottaandPaperclip 5982246771 fix(server): schedule custom-image setup expiry from committed changes (#17443)
## Thinking Path

> - Paperclip manages AI agent work and its execution environments.
> - Interactive image setup sessions must expire even when users leave.
> - The server currently scans these sessions on every maintenance tick.
> - Empty scans keep the instance and database active.
> - Existing session rows already record status and expiry.
> - This pull request uses transaction signals and the shared scheduler
for those rows.
> - Empty and completed setup history no longer create recurring cleanup
queries.

## Linked Issues or Issue Description

**What happened?**

The server checks custom-image setup expiry every heartbeat maintenance
tick, even when no active session exists.

**What did you expect?**

Session writes should update the next cleanup deadline. Existing
provider cancellation and cleanup ownership must remain intact. Empty
state should stay quiet.

**Steps to reproduce**

Run an instance with heartbeat scheduling enabled and no custom-image
setup sessions. Observe repeated setup-expiry reads.

Refs #17145. This is the first PR in the recurring server sleep stack.
Its base is master. The full requested scope and verification contract
are recorded in `doc/plans/2026-10-24-recurring-server-sleep-stack.md`.
Follow-up PRs target their predecessor and each own a separate reason
for recurring work.

## What Changed

- Carry the historical cleanup retry-observation fixture repair and its
existing external test-database hook at the stack foundation. Runtime
scheduling is unchanged.

- Carry the previously verified login-cleanup fixture settlement
correction at the stack foundation so every intermediate CI run receives
it. This is test-only maintenance; custom-image expiry behavior is
unchanged.

- Add a custom-image expiry worker to the existing delivery coordinator.
Remove its maintenance-tick scan.
- Signal initial creation, provider refresh, cancellation/failure, and
promotion inside their owning transaction.
- Keep the active-status predicate, earliest saved expiry, and provider
behavior in the custom-image service. Shared code gains only a queue
topic.
- Preserve startup recovery, bounded retries, concurrent write
generations, and drain deferral. No tables or external alarm changes.
- Add PostgreSQL lifecycle tests and repair this suite's database
cleanup callback. A dedicated external test URL permits disposable
PostgreSQL when the host cannot start another embedded cluster.

## Verification

Current head: `3507c6be1e054fdd93353d5dcf77d4899b44518f`. This remains a
single-duty PR stacked on master.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/3507c6be1e054fdd93353d5dcf77d4899b44518f/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/3507c6be1e054fdd93353d5dcf77d4899b44518f/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover supported service producers sharing the DB owner.
Independent SQL and another process require the existing
restart/reconciliation contract.
- Failed provider cancellation retains the existing failed-session and
historical-cleanup behavior. This PR changes scheduling, not teardown
authority.
- Active rows without an expiry preserve the existing behavior; no
deadline is invented. Cloud sleep eligibility remains conservative.
- The worker remains in the existing heartbeat-enabled startup path. It
does not change disabled-scheduler behavior or prove deployed
suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window 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
- [ ] 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

Review follow-up: Added a real producer commit during a paused deadline
read. Updated startup assertions for coordinator ownership and removed
added code comments. The three affected suites pass (102 tests). The
separate login-cleanup suite also passes locally (16 tests); its prior
CI consume test timed out, and the fresh complete CI run passed.
External PostgreSQL tests now use the repository guard for disposable
databases ending in `_test`.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:17:01 -05:00
fengqing 05218571c3 fix(watchdogs): reject incomplete subtree scans (#15063)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task watchdogs verify stopped issue subtrees and restore valid work
paths.
> - A watchdog must read the full subtree before it can prove that all
paths stopped.
> - The current query stops after 100 levels and does not report omitted
children.
> - A running child beyond this limit can be absent from both review
dispatch and mutation checks.
> - This pull request reports an incomplete scan and blocks both
decisions.
> - Complete subtrees keep their current behavior and stop fingerprints.

## Linked Issues or Issue Description

Fixes: #15061

Related PRs: #11327 changes subtree loading but keeps the same depth
limit without a completeness result. #10331 changes mutation freshness
after watchdog writes. Neither patch covers this boundary. This patch
does not take code from those proposals.

## What Changed

- Keep the existing 100-level traversal limit.
- Check for an eligible child beyond the boundary in the same SQL
statement as the subtree read.
- Apply the same company, visibility, harness, and watchdog-origin
filters to this check.
- Return `incomplete` without a stop fingerprint when the scan omits
eligible children.
- Skip review dispatch and reject watchdog mutation revalidation for an
incomplete scan.
- Report incomplete scans through their own count and watched issue IDs.
Log each newly incomplete issue at startup or during periodic
reconciliation. Suppress unchanged results. Allow a new warning after
the issue recovers and becomes incomplete again.
- Add real PostgreSQL regressions for dispatch, a previously valid
mutation scope, the complete boundary leaf, and excluded children.
- Document the incomplete-scan behavior.

## Verification

- Base: `569c7203aa24b95440682983ce7940ba1d4247bd`. Head:
`06f68199656f979ef5eb4897851f0fbcbca592d3`.
- Before the fix, two real PostgreSQL regressions fail. The service
dispatches a review for a partial subtree. It also accepts a prior scope
after a running depth-100 child appears. The other 19 scheduler checks
pass.
- On the exact final head, `pnpm -r typecheck` and `pnpm build` pass on
isolated Ubuntu with Node 24.19.0, pnpm 9.15.4, and runner Rust 1.97.1.
- All 75 related tests pass. Run `pnpm --filter @paperclipai/server exec
vitest run src/__tests__/task-watchdogs-classifier.test.ts
src/__tests__/task-watchdogs-scheduler.test.ts
src/__tests__/server-startup-feedback-export.test.ts
src/__tests__/issue-watchdogs-routes.test.ts --maxWorkers=1`.
- Full `test:run` coverage passes across 29 logical groups: all official
stable-runner lanes plus supplemental service and script tests. The
selection covers all 900 server source test files without duplicate or
omitted selections. It also includes UI, CLI, and other workspace
projects.
- A separate validation tree applies both this PR and #15067 to upstream
`994d6edcdd4e15d5f9cc5cf8c135ac599104b86a` without conflicts. Type
checks, the build, and all 98 related tests across five files pass. Both
public PR heads remain unchanged.
- Four full server lanes required test-process environment corrections.
The host DNS search suffix resolved a `.invalid` fixture to an address.
Ancestor project authentication settings affected hire fixtures. The old
path-isolation tool also failed test imports with `EFAULT`. The exact
base has the same failures: 8 failed and 128 passed assertions without
isolation, then three failed imports with the old tool. All 136 checks
pass on both the base and this head with the corrected isolation. All
four original full lanes pass with the corrected tool, a resolver
without a search suffix, empty ancestor project settings, and the
standard Node path. No assertion or wait limit changed. The host
configuration remains unchanged.
- Earlier interrupted Ubuntu and Docker runs are retained and are not
counted as passes. This exact-head Ubuntu run passes the original chat,
port-conflict, and serialized lanes. The causes of the earlier host-loss
and timing failures are not fully established.
- The startup import regression in an earlier revision is fixed by a
diagnostics module with no database dependencies. All 21 startup checks
pass.
- Exact-head CI, including the added scans after marking the PR ready:
54 successful checks and 2 skipped checks. Greptile: 5/5, no outstanding
findings or follow-ups. Both review threads are resolved.
- The final audit rechecked issue authors, assignees, comments, 206 open
watchdog search results, root functions and fields, source history, and
related diffs. The latest upstream is
`994d6edcdd4e15d5f9cc5cf8c135ac599104b86a`. Its new patches do not cover
this root. No competing root repair was found within the audited scope.
The issue has no assignee or new comment.
- No model provider, production database, or user instance was used.
This verifies service behavior, not a full HTTP authorization bypass.

## Risks

- A subtree with eligible children beyond 100 levels now waits instead
of running a review. This is a deliberate safety boundary. It remains
blocked until the scan can include the full subtree.
- The boundary check adds a child-existence lookup to the existing
recursive query.
- No schema migration is required. Complete subtrees retain their
fingerprint format.
- This does not add unlimited traversal or close the separate race
between a subtree snapshot and later source mutations.
- The configuration lifecycle defect in #15060 is handled by separate PR
#15067. This branch does not include its schema or configuration
changes.

## Model Used

- OpenAI Codex, based on GPT-6, assisted with source analysis,
implementation, and test execution. The exact serving model ID and
context window are not exposed in this session. The agent used
reasoning, shell tools, GitHub CLI, and real PostgreSQL tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-26 20:53:47 -07:00
DottaandPaperclip 0373f9f261 fix(recovery): wake retained workspace preservation after Retry (#17741)
## Thinking Path

> - Paperclip lets people manage AI agents and their saved work.
> - A stopped run can owe workspace preservation before saved input can
continue.
> - Retry saved a recovery request but did not wake the worker that owns
preservation.
> - Older recovery records could also take the bounded scan slots before
a due request.
> - A second Retry could change the revision while the physical owner
was still saving files.
> - This pull request wakes a separate worker after commit, selects due
work first, and keeps the active owner's revision.
> - Saved work can progress without replaying the stopped provider turn
or blocking other finalization.

## Linked Issues or Issue Description

**What happened?**

An operator approved a saved design and selected Retry after native
workspace finalization failed. The API accepted one canonical request.
The source remained scheduled at zero preservation attempts for more
than 30 minutes. No new provider turn started. A local regression also
found that repeated Retry during export invalidated the physical owner's
completion revision.

**Expected behavior**

Committed Retry must wake bounded source preservation. Due recovery must
progress ahead of passive cleanup obligations and unrelated history.
Duplicate requests must keep one physical attempt. Saved input must
still pass normal admission after verified recovery.

**Steps to reproduce**

1. Retain a terminal run with an exhausted workspace recovery and saved
authorized input.
2. Let the delivery coordinator become quiet, then request Retry.
3. Observe the recovery state and physical preservation receipt. Repeat
Retry while the export is held.

**Paperclip version or commit**

Observed on served commit `4b89eec644d6e1a99d58926e77ae58927c3fa87b`.
Local baseline: `a1f77821b9cd5c9c846fdf7a0fa5cc620ad2b6bb`.

Related work: Refs #17053, #17267, #17094. This change repairs explicit
Retry delivery. It is separate from the run instruction projection in
#17724 and historical unsafe-export discovery in #17687.

## What Changed

- Notify a dedicated workspace recovery duty from the transaction that
saves Retry, recovery admission, adoption, or recovery progress.
- Reconstruct work and saved retry deadlines at startup. Fill each free
export slot independently, track physical work for idle drain, and join
the dedicated worker's exports on shutdown.
- Drain one bounded pass through completed cleanup and saved-input
obligations. Restart that pass after committed changes without
repeatedly rechecking paused input.
- Share source eligibility between deadline selection and candidate
consumption. Keep resolved files-only obligations and ignore unrelated
resolved or cancelled history.
- Select due unfinished preservation before passive historical records.
Rotate past source locks held by other workers and retain the indexed
source lookup.
- Bind the canonical Retry intent without changing an active physical
attempt's generation or revision. Preserve that binding across later
progress writes.
- Add real producer, physical preservation, startup, deadline, idle, and
independent finalization regressions. Document the delivery contract.

## Verification

- Red controls: Retry without a notification stayed scheduled; duplicate
Retry invalidated the active export; whole-batch waiting stranded a
third Retry; a scan without cursor rotation starved a source behind two
actual advisory locks. Removing unfinished-first selection left HTTP
Retry scheduled behind five real recovered sources still owing cleanup.
The fixture explicitly verifies their eligibility with the worker's
actual query filter.
- Further red controls: the previous worker visits only two of three
eligible completed sources. Disabling the committed-change cursor reset
misses a new earlier source arriving while two callbacks are held. Both
pass with the final worker.
- Green: the public Retry HTTP route, registered production worker, real
file copyback, duplicate canonical receipts, and public recovery receipt
reload passed on an owned local fixture. Its agent is paused to keep
this files-only check from starting a provider turn.
- Full workspace recovery suite passed 56 tests, including the
foreign-lock regression.
- Execution-control lifecycle suite passed 24 tests. It covers idle SQL,
stored deadlines, cancelled and resolved history, independent
finalization, and shutdown. One, three, and seven paused completed
sources are each visited in a bounded pass, then stay deferred without a
successor or SQL during 90 seconds of fake-clock idle time. A committed
earlier source is evaluated when it arrives during two held callbacks.
- Both GitHub and Telegram `automatic_running` continuation regressions
passed with the new canonical intent binding.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` and `node
scripts/check-module-boundaries.mjs` passed.
- Local `pnpm test:run` could not complete: embedded PostgreSQL
repeatedly failed to start. The owned run was stopped after this setup
failure repeated. Latest-head CI supplies broad coverage.
- Earlier setup failures included a localhost sandbox denial and loss of
the owned disposable Docker database. These were separate from the
product red controls above.
- Local database tests use an explicitly named disposable PostgreSQL
`_test` database. That opt-in database is reset before the suite.
Default embedded test behavior is unchanged.
- Exact-head CI is green at `ef7dcf1ba1060864c9d216c33b51f4d9f8f57fbd`;
Greptile and Ponytail both rate it 5/5, with no unresolved review
threads. Earlier CI caught the indexed discovery assertion and two exact
chat intent-binding regressions; all three were fixed and pass locally
and in CI. A separate chat shard lost contact with its self-hosted
runner without a product assertion result. A later shared runner
shutdown interrupted several jobs; one infrastructure rerun passed
before the final test-and-worker follow-up triggered a fresh green run.
- No staging deployment is part of this PR. The original approval
remains saved; deployed recovery still needs acceptance after rollout.

## Risks

- More recovery writes now wake a bounded maintenance duty. Completed
history must not keep it active. Idle and deadline tests cover this
boundary.
- Resolved files-only obligations must remain eligible without granting
replay. The startup regression checks that path.
- Provider stop proof, copyback ownership, source binding, retry
budgets, and normal execution admission remain required. There is no
schema or public API change.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 10:28:12 -05:00
Devin FoleyandPaperclip b792165ba4 Expire native runner continuity archives and quarantine (#17616)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runner sessions keep durable state under
`<instance>/runtime/paperclip-runner/durable-sessions/`
> - When a session starts a fresh provider session, the retired state is
moved into `<session>/continuity-breaks/<epoch>-<uuid>/`; when state
loses authority, it is moved into
`quarantine/<session>.<reason>.<epoch>.<pid>.<uuid>/`
> - Nothing ever removes either, and each can hold a full Codex home of
several gigabytes
> - A sleep-aware sweep already expires failover backup copies in the
same tree
> - This pull request extends that sweep to remove both kinds of
evidence after a retention window, while keeping anything recovery may
still read
> - The benefit is that native runner disk use stops growing without
bound

## Linked Issues or Issue Description

Bug report described in-PR (bug report template).

**What happened?**
On one instance, one day of native runs produced 20 continuity-break
archives totaling 4.8 GB, one session alone holding 4 GB. The quarantine
folder held 12 entries totaling 2.1 GB, the oldest a month old. Neither
is read again by normal operation (continuity-break archives are written
by `archiveContinuityState` and never read), and nothing deletes them.
They were removed by hand to free space and will regrow.

**Expected behavior**
Evidence older than a bounded window is removed automatically, as
failover backup copies already are, without removing anything a live
session or recovery path still needs.

**Steps to reproduce**
1. Run a native Codex session that hits a continuity break (fresh
provider session), or whose state is quarantined (for example
`identity_indeterminate`).
2. Inspect `durable-sessions/<session>/continuity-breaks/` and
`durable-sessions/quarantine/`.
3. Wait any length of time: the entries stay forever.

**Paperclip version or commit:** `master` at e335265568.
**Deployment mode:** any with native runner sessions.
**Agent adapter(s) involved:** native runner (Codex, and any provider
whose state lands in these folders).

## What Changed

-
`server/src/services/native-runtime/native-harness-backup-expiration.ts`:
the existing tick also retires evidence.
- **Continuity-break archives** (`<epoch ms>-<uuid>` under each
session): removed when older than the window. Age is the epoch in the
name, or the folder mtime when that epoch is in the future.
`archiveContinuityState` refuses to archive state with warm-transition
evidence, and no code path reads `continuity-breaks`.
- **Quarantine entries**
(`<session>.<identity_indeterminate|identity_mismatch>.<epoch
ms>.<pid>.<uuid>`): removed by the same age rule. Native cleanup source
archives (`<session>.identity_indeterminate.cleanup.<uuid>`) are
referenced from recovery history, have no epoch, and keep their original
inode's mtime, so they are always kept.
- Every entry is skipped while its session is executing, initializing,
warm, or closing in this process; this is checked again just before
removal. Symlinked entries and symlinked
`continuity-breaks`/`quarantine` folders are reported as `unsafe_path`
and never followed.
- Removal renames to `.expired-<uuid>` in the same folder and then
deletes; later sweeps finish interrupted deletions. An empty
`continuity-breaks` folder is removed.
- Archives, quarantine entries, and leftover deletions count toward
`maxEntries` and `maxRemovals`, and stop on `shouldContinue`. Paging
resumes inside a session's archives and then in quarantine, so a bounded
or dry-run batch always makes progress and never recounts a session's
backup.
- New result fields: `evidenceCandidates`, `evidenceCandidateBytes`,
`evidenceRemoved`, `evidenceReclaimedBytes`, and skip reasons
`recent_evidence` and `cleanup_archive`. The service also exposes
`noteEvidence(writtenAt)`.
- `server/src/services/native-runtime/native-runner-evidence-signal.ts`
(new): a process-local signal. `native-session-executor.ts` raises it
with the entry's epoch right after `archiveContinuityState` creates an
archive and after `quarantineRunnerdStateRoot` moves state into
quarantine; `server/src/index.ts` subscribes the sweep and unsubscribes
on shutdown.
- `server/src/config.ts`:
`PAPERCLIP_NATIVE_RUNNER_EVIDENCE_RETENTION_DAYS` (default `7`, minimum
`1`).
- `server/src/index.ts`: passes the window and logs a batch when it
found evidence candidates.
- `doc/recoverable-disk-cleanup.md`, `doc/DEVELOPING.md`: document the
variable and behavior.

**Sleep-aware background work**
(`rules/sleep-aware-background-work.mdc`):
- *Trigger:* each entry's own expiry deadline (its epoch plus the
window), plus a direct call from the executor when it writes new
evidence. No timer, interval, or polling loop is added; the pass runs
inside the existing sweep's tick and keeps its drain, warm-standby, and
shutdown handling.
- *Source of truth:* the filesystem entries themselves. After a restart
the first sweep reconstructs the next deadline from them.
- *Pending-work predicate / next deadline:* after a full pass the sweep
keeps the earliest due time of the entries it retained; ticks before
that time skip the evidence pass entirely (no readdir, no SQL). A busy
session, a failed removal, or a full batch makes it due on the next
sweep while that obligation remains.
- *Quiet condition:* no evidence, or only evidence not yet due. The pass
never queries the database, so retained evidence never causes recurring
SQL. Dry run reports each candidate once rather than every hour.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/native-harness-backup-expiration`
(in `server/`, embedded Postgres): 52 passed. New cases:
- old archives and quarantine entries are removed, recent ones kept; the
empty `continuity-breaks` folder is removed;
- age comes from the name, with mtime used for a future epoch;
non-archive folders are ignored;
- a busy session keeps its evidence, including when it becomes busy
after the first check, and it is retried on the next tick;
- dry run reports candidates and bytes, changes nothing (including
leftovers), and reports each candidate once until new evidence comes
due;
- symlinked entries and symlinked evidence folders are skipped without
touching the target;
- an old quarantine entry is removed even when its session's issue is
still open; cleanup source archives are kept;
- the pass stays quiet until retained evidence is due, and a
`noteEvidence` signal schedules newly written evidence;
- inspected archives and leftovers count against `maxEntries`, and
leftover removal stops on `shouldContinue` and resumes next tick;
- a due pass stopped by drain before any session stays pending;
one-entry batches finish without recounting a resumed session;
- interrupted `.expired-*` deletions are finished; paging across ticks
with `maxRemovals`, in normal and dry run, with no recount of the backup
when resuming.
- `native-session-executor.test.ts`: quarantining a legacy root raises
the evidence signal with the epoch in the entry name.
- `native-harness-backup-expiration-config`: default, explicit, minimum,
and fallback parsing.
- **Mutation checks**, each failing at least one test: removing the age
check, the future-epoch fallback, either busy check, the busy retry
deadline, the recent-entry deadline, the due gate, the `noteEvidence`
update, merging the pass deadline, the entry and both folder symlink
checks, the dry-run return, the dry-run leftover guard, leftover
removal, the leftover budget check and its retry deadline, counting
archives against `maxEntries`, the cleanup-archive skip, the
empty-folder removal, the resume cursor, the per-archive budget check,
the resume skip of the backup pass, not charging a resumed session,
keeping the pass active across drain, and the executor's quarantine
signal.
- `pnpm exec vitest run config native-harness
native-workspace-sync-retention native-session-executor server-startup`
(in `server/`): 1272 passed on the previous commit; `config
native-harness native-workspace-sync-retention server-startup`: 450
passed on the head commit.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke. The continuity-archive signal
call is exercised only by a runner integration test that needs the
runnerd binary.

## Risks

- **Quarantine as a fail-closed fence:** recovery
(`recoverQuiescentRunnerdState`) and failed-run retry
(`nativeFailedRunRetryStateIsSafe`) treat a quarantined entry for a
session as a reason not to bootstrap fresh. Once such an entry ages out,
a later run of that session can start a fresh provider session instead
of failing with `quarantine_owner_unverified`. This applies only after
the window, matching what backup expiry already accepts for closed work.
- **Signal coverage:** the signal is process-local. Evidence written by
another process sharing the same state directory is picked up when the
next retained deadline is due or after a restart, not immediately.
- **Legacy-path quarantine:** entries quarantined from legacy roots
carry a legacy digest, so the in-process busy check cannot match them;
they are removed by age only.
- **Remote sandboxes:** archives moved aside on a remote runner
(`<root>.continuity-break-<token>`) are outside this sweep.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-25 09:20:30 -07:00
DottaandPaperclip 8415f4a679 fix(github): drain queued pings during active App setup (#17551)
## Thinking Path

> - Paperclip connects external work to an agent and its ordinary tasks.
> - A dedicated GitHub App must prove signed webhook delivery during
setup.
> - Cloud queues the original bytes until the tenant can authenticate
them.
> - An older personal connection can leave a long empty-queue backoff in
that tenant.
> - Active App setup can then time out before the queued ping is read.
> - This change lets active setup request the existing event drain with
a short rate limit.
> - The same webhook handler still owns signature verification and setup
state.

## Linked Issues or Issue Description

Refs: #17457, #17513.

**What happened?**

Cloud accepted a new App's ping, but the tenant read it only after the
setup wait timed out and cleanup archived the draft. An existing
personal GitHub connection had left an empty-queue backoff. The poller
checked that deadline before it read the new App state.

**Expected behavior**

An active manager setup request must be able to read the queued ping
promptly. It must not bypass signature checks or create another App.

**Steps to reproduce**

1. Let a personal GitHub connection build its empty-queue backoff.
2. Start a dedicated App and complete its installation.
3. Return to the waiting setup screen while the signed ping is queued.

**Paperclip version or commit**

This behavior is present on the base commit of this PR.

## What Changed

- Let the authenticated wizard request a queue drain only while its
Cloud App still lacks signed-delivery verification. Existing manager,
credential, and installation checks run first.
- Register a narrow callback to the server-owned GitHub poller. Keep
provider handling in the GitHub services. Remove the callback on server
close.
- Share one in-flight attempt between setup and background requests.
Limit setup attempts to one per five seconds, including after errors.
- Retain the existing passive backoff, sealed queue, acknowledgement
rules, and canonical webhook signature handler.
- Add regressions for the old backoff, concurrent requests, failed
requests, and wizard signature verification. Update the setup
documentation and map.

## Verification

- Observed the backoff regression fail against the old service: active
setup made no additional Cloud lease request. It passes with this fix.
- Three focused event-poller tests pass. They use the real
admission/backoff code with stubbed SQL and Cloud boundaries.
- All 39 startup tests pass. Server TypeScript, map checks, and diff
checks pass.
- The Postgres integration suites could not start locally because this
host exhausted its semaphore limit. They remain required CI checks. This
is not a passing local integration result.
- Full current-head CI passes, including the Postgres and chat
integration suites. Greptile scored this exact head 5/5 with no
unresolved findings.
- The additional Paperclip review check ended neutral because its
execution did not complete. It did not publish a validated assessment.
- A fresh deployed setup attempt remains required before live
qualification.

## Risks

A waiting setup screen now makes a bounded readiness request to Cloud.
The existing connector request timeout still applies. Concurrent calls
share the same drain, and failures release it for a later retry. The
request stops after persisted verification or when the browser stops
advancing setup. No timer, durable queue, fleet setting, or sleep
blocker is added or removed. The existing background reconciliation path
still has its existing sleep restrictions. Live setup-to-review behavior
is not established by these local tests.

## Model Used

OpenAI Codex, based on GPT-6. The exact runtime model ID and
context-window size are not exposed in this session. Used for code
execution and regression analysis.

## 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 <paperclip@paperclip.ing>
2026-10-24 21:58:43 -07:00
e82d86bfeb fix(server): gate periodic heartbeat recovery to one chain in flight (#11699)
Bind periodic recovery admission to lifecycle tracking. Keep one physical pass active through cleanup, report skipped ticks and long-held ownership, and preserve direct scheduled delivery. Full build, typecheck, 32 focused tests, complete CI, and exact-head Greptile5/5 pass.

Co-Authored-By: Senior Engineer Fable <dotta@paperclip.ing>
Co-Authored-By: Dotta <bippadotta@protonmail.com>
Co-Authored-By: Devin Foley <devin@paperclip.ing>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 19:01:15 -07:00
Devin FoleyandPaperclip a7006a9506 Reclaim finished isolated task directories with restore points (#17472)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents do task work in execution workspaces on the instance disk
> - A task without a project repository runs in a plain (non-Git) task
directory under `<instance>/isolated-workspaces/<company>/<issue>/`
> - Nothing removes these directories after the work is done, so the
disk fills up
> - The directories can hold the only copy of agent work, so plain
deletion is not safe
> - This pull request saves each finished task directory in an encrypted
restore point, removes it, and restores it when the work reopens. It
also removes orphaned directories after a grace period
> - The benefit is that finished task directories stop using disk, and
no agent work is lost silently

## Linked Issues or Issue Description

**What happened?**
On one instance, `instances/<id>/isolated-workspaces/` held 251 task
directories and 12 GB, and it grew every day. 61 directories belonged to
open workspace rows whose issues closed more than 7 days before (3.9
GB). 12 belonged to issues closed 3 to 7 days before (0.7 GB). 4.0 GB
were directories with no open workspace row (the row was archived or
missing).

The cause has two parts:
1. The terminal workspace reaper archives a workspace only when it
proves delivery through Git (a merged pull request or a merged branch).
A task directory is not a Git checkout, so the Git status inspection
fails and the reaper always skips the row as "undelivered". Git cache
expiration handles only `git_worktree` workspaces.
2. When a person archives such a workspace by hand, artifact cleanup
removes a `local_fs` directory only when `metadata.createdByRuntime` is
true. Task directory rows never set it, so the directory stays and the
row becomes `cleanup_failed`.

**Expected behavior**
Paperclip reclaims the task directories of finished work by itself. It
must not lose files that only exist in those directories.

**Steps to reproduce**
1. Run an agent on an issue without a project repository (for example a
low-trust sandbox task, or an issue with no project), so it works in
`isolated-workspaces/<company>/<issue>/`.
2. Let the agent write files there, then mark the issue `done`.
3. Wait any number of days. The directory and its workspace row stay.
The reaper logs the row as skipped (undelivered).
4. Archive the workspace by hand. The directory still stays.

**Paperclip version or commit**
`master` at fe85fd7ac4

**Deployment mode**
Self-hosted, local disk storage.

**Agent adapter(s) involved**
Any adapter that runs in a task directory (seen with local and sandbox
runs).

## What Changed

- Added `isolated-task-directory-snapshot.ts`: a deterministic snapshot
of a plain directory (files with modes, directories, symbolic links as
links). It never follows symbolic links, refuses special files, and
enforces the restore point limits (20,000 files, 64 MiB per file, 256
MiB in total). A `node_modules` directory next to a `package.json` is
left out. Restore writes to a staging directory, verifies the digest,
then renames it into place.
- Added `isolated-task-directory-retention.ts`:
- `expireIsolatedTaskDirectory` saves the directory in a restore point,
archives the workspace with the `isolatedTaskDirectoryRetention` state
in one transaction, checks again that the directory did not change,
renames it to trash and deletes it. A change after the capture rolls the
workspace back to active and drops the restore point. An interrupted
removal finishes on a later sweep.
- It uses the git cache expiration consumer checks
(`isGitWorkspaceExpirationEligible`): no live run, unsettled
finalization, live lease, live runtime service, unresolved recovery
action or reopen fence, and no other open workspace or project workspace
in the directory. It also requires the source issue to be bound to the
workspace, because reopen restores through that binding.
- `restoreIsolatedTaskDirectory` restores the directory on reopen. It
replaces an empty directory and fails closed on a non-empty directory
that does not match. When the restore point expired, it reopens an empty
directory and posts a system comment.
- `sweepIsolatedTaskDirectories` walks `isolated-workspaces/` in bounded
batches (8 per sweep, with a cursor). A closed workspace that its issue
is still bound to is saved and removed like an open one. Other folders
are orphans and are removed after a grace period when no live row,
project workspace, runtime service, run, finalization, lease or recovery
action refers to them.
- Reused the git restore point ledger, storage and encryption.
`storeSealedRestorePoint` and `readRestorePointObject` were extracted
from `storeGitRestorePoint`. `markGitRestorePointExpired` now also marks
a task directory restore point as expired.
- `isGitWorkspaceExpirationEligible` takes `closedSiblingsAllowed`, so
closed rows for the same issue directory do not block a task directory
forever. Git expiration keeps its old behavior.
- Terminal workspace reaper (`execution-workspaces.ts`): handles open
task directory rows after the terminal delay and registers that moment
as a deadline. It finishes pending removals, runs the folder walk at the
start of a rotation (once per server start, then only at real
deadlines), and saves at most 8 directories per sweep.
- Reopen accepts a closed `shared_workspace` row that holds task
directory state. The run path also reopens (and restores) a closed
workspace with that state before preparing the run.
- Settings: `PAPERCLIP_TASK_DIRECTORY_RETENTION_ENABLED` (default
`false`), `PAPERCLIP_TASK_DIRECTORY_RETENTION_DRY_RUN` (default `true`),
`PAPERCLIP_TASK_DIRECTORY_ORPHAN_GRACE_DAYS` (default `7`, minimum `1`).
The delay is `PAPERCLIP_GIT_RESTORE_POINT_TERMINAL_DELAY_DAYS`. Removal
needs `PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`.
- Logs: `execution_workspace.task_directory_retention`,
`execution_workspace.task_directory_cleanup` and
`execution_workspace.task_directory_restore`, with outcome, skip reason,
candidate bytes and reclaimed bytes.
- Documented the behavior in `doc/recoverable-disk-cleanup.md` and the
settings in `doc/DEVELOPING.md`.

**Preservation decision.** The code shows that these directories are not
scratch space. Nothing pushes or copies their contents, and the next run
of the same issue reuses the same path. So the files are saved before
removal, with the same ledger, encryption and retention as git restore
points, and restored on reopen. Orphans are not saved: no workspace row
can reopen them. The docs and the Risks section state this.

**Scheduling.** The work follows
`rules/sleep-aware-background-work.mdc`. It adds no timer and no
polling. Open rows use the existing reaper and its per-workspace
deadlines (the end of the terminal delay, or one hour after a retryable
skip). The folder walk runs once at startup. After that, workspace
archive and issue close notifications (the existing terminal workspace
hints) point the reaper at the affected folder, and a kept folder is
checked again only at its own deadline (end of a grace period or
terminal delay, or one hour after a busy lock or live consumer). When
the tracked state is full, the reaper schedules another walk instead of
dropping work. With nothing pending, it registers nothing.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/isolated-task-directory-retention.test.ts
src/__tests__/isolated-task-directory-retention-config.test.ts
src/__tests__/heartbeat-task-directory-restore.test.ts` (embedded
Postgres): 48 tests pass. They cover:
- a closed issue's task directory is archived and removed after the
delay by the reaper, and reopen restores files, modes and symbolic links
exactly;
- the same through reopen for a `shared_workspace` row, and through a
real heartbeat run (the run restores the files and runs in them);
- the directory stays before the delay (and the deadline is the end of
the delay), while the issue is open, and when retention is off;
- the directory stays while each consumer check fails: live run, live
runtime service, reopen fence, unsettled finalization, live lease,
unresolved recovery action, issue bound elsewhere, live sibling
workspace in the directory;
- no removal without restore points, with a non-durable key, before
`notBefore`, or over the limits;
- dry run changes nothing; a change after the capture rolls back; an
interrupted removal finishes on the next sweep; an expired restore point
reopens empty with a warning; a diverged directory fails the reopen and
stays untouched;
- folder sweep: an orphan is removed after the grace period, kept when
recently modified, in dry run, when a live row points into it, and when
its issue is open; an archived unbound row's folder is removed; an
archived bound row's folder is saved, removed and restored on reopen;
the walk is bounded and continues from its cursor;
- review follow-ups: a file name with a backslash saves and restores;
after the startup walk, a workspace archived later is found through its
change hint; an orphan used by a live run is retried; skipped rows do
not starve later rows of the per-sweep budget; overflowing tracked
deadlines schedule another walk instead of being dropped; a closing
child sends the reaper back to its archived parent's folder; a pending
lease cleanup on a closed workspace keeps an orphan; a deep path at the
platform path limit restores; an expiry recorded during removal survives
and the archive and removal are recorded as activity; a task closed
beyond retention keeps its new restore point for the full period;
- symbolic links: a task directory that is a link, an orphan that is a
link, and a link inside a directory are never followed; the link targets
stay untouched.
- Mutation checks. Each change below made at least one of the tests
above fail, and the test passed again after revert:
- drop the run-path reopen condition; drop the skipped-row cache; drop
hint tracking; reject backslashes again; drop the live-consumer retry
for folders; evict overflowing folder deadlines; skip ancestor hints;
ignore workspace-attached leases for orphans; stage restores under the
old longer name; overwrite the whole metadata on the final write; retain
task directory restore points from the tree close only; drop the removal
activity; force `closedSiblingsAllowed` off; make live siblings not
block; skip the digest recheck before rename; skip the issue binding
check; remove both symbolic link refusals (task directory); remove the
orphan symbolic link refusal; ignore live rows in the folder walk; skip
the orphan modification grace; ignore dry run for orphans; skip the
restore on reopen; skip the terminal delay; skip the restore points
requirement; skip the orphan open-issue check.
- Removing only one of the two task directory symbolic link checks did
not fail a test, because the other check still refuses the link.
Removing both fails the test.
- Related suites: `pnpm exec vitest run execution-workspaces
isolated-task-directory workspace-runtime git-restore-point
git-workspace-expiration terminal-workspace workspace-reaper
heartbeat-git-restore heartbeat-task-directory
isolated-repository-rehome nested-clone-migration environment-selection`
in `server/`: 34 files, 749 tests pass, 4 skipped. Two
`workspace-runtime.test.ts` tests fail (`does not diagnose a missing
remote branch as a rejected credential`, `rejects explicit main on a
master-only remote ...`). They fail the same way on unchanged `master`
on the local machine, so they are not caused by this change.
- `pnpm run typecheck` in `server/`: passes.
- Not run: the full server suite, a live instance rollout, and a check
that the host disk usage drops after removal.

## Risks

- The feature is off by default, and it starts as a dry run when
enabled. It needs restore points to remove anything. Rollback: set
`PAPERCLIP_TASK_DIRECTORY_RETENTION_ENABLED=false`. Saved restore points
and restore on reopen keep working.
- Orphan folders are removed without a restore point. This applies only
when no workspace row is bound to the issue at that path. If such an
issue is reopened later without another workspace, its next run starts
in an empty directory. The grace period (default 7 days of a closed tree
and no changes) and the dry run limit this risk.
- A directory over the restore point limits stays on disk (logged with
its reason). Special files keep a directory too.
- `node_modules` next to a `package.json` is not saved. A reopened task
must install its packages again.
- The restore point lives as long as git restore points (90 days by
default), counted from the later of the tree close and the removal. Only
task directory restore points use the removal time; git restore points
keep their retention. After that, reopen starts with an empty directory
and posts a warning comment.
- Reopen now accepts a closed `shared_workspace` row, but only when it
holds task directory state written by this feature.
- No schema migration. The ledger table and its columns are unchanged.

> 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`), 1M context, through 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 14:16:58 -07:00
DottaandPaperclip 71c04c0bfb fix: stop idle environment cleanup polling (#17145)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent environments can leave pending teardown or unverified provider
resources.
> - Recovery must preserve those resources until ownership and workspace
safety allow cleanup.
> - Empty maintenance scans keep an idle instance and its database
active.
> - The existing rows, transaction signals, and scheduler can represent
the actual recovery obligation.
> - This pull request schedules pending cleanup and historical
verification only while work remains.
> - An empty or fully verified instance stops these scans without losing
cleanup recovery.

## Linked Issues or Issue Description

**What happened?**

The server scanned pending environment cleanup on its maintenance tick.
The run reaper also scanned it even when it recovered no runs or active
leases. Historical resource verification scanned every five minutes,
including when all history already had valid cleanup proof.

**What did you expect?**

Writes should wake cleanup. Pending rows, deferred orphan buffers, and
unverified history should retain recovery deadlines. When none remain,
these workers should make no periodic database or provider calls.

**Steps to reproduce**

Start a configured instance with no pending leases and fully verified
history. Leave it idle. Observe repeated pending-cleanup and
historical-verification reads from the maintenance paths.

Related: #17106 supplies the preceding login-cleanup migration. #13523
improves lease-reaper query indexes. #16809 addresses reusable-sandbox
recovery authority. This PR keeps those authority checks in their
existing services.

## What Changed

- Register two workers with the existing delivery coordinator and shared
scheduler. Remove their unconditional maintenance-tick calls. Run the
reaper's inline pending cleanup only after it recovers actual work.
- Add commit-aware signals to the audited lease and custom-image
writers. Existing transactions notify directly; other writers use one
small transaction helper. No tables or migrations are added.
- Derive pending cleanup deadlines from the existing row backoff and
retry or claim metadata. Retain a historical retry only while an
unverified candidate exists.
- Register unwritten orphan buffers across runtimes that share the
database handle. Buffer registration wakes recovery without a database
connection. Load the existing spool at startup and retry failed or
capacity-limited loads while needed.
- Isolate spool failures per runtime. Attempt all buffers and persisted
pending rows, then retain a retry for any failed spool.
- Document producer coverage, idle behavior, and remaining blockers.
Update the sleep inventory.
- Repair the inherited CSS-recovery E2E test: the current build no
longer emits task-page CSS. Exercise the actual lazy environment
stylesheet, preserving real network failure, recovery, and bounded
reload assertions.

## Verification

October 24 integration update: merged current master and resolved the
runtime/spool conflicts. Preserve serialized ingestion of records
appended after startup. Plugin replacement failures now register
deferred recovery with an idle hold; concurrent callers share one
persistence attempt. The producer audit includes this new writer.

- Focused cleanup selection: 270 tests now pass across five suites. The
initial run lacked a built plugin SDK and executed no tests; building
the SDK fixed setup. The new concurrent-flush assertion then reproduced
duplicate rows; a single-flight guard fixed it and all 18 plugin
integration tests passed on rerun.
- Server typecheck passed. After review fixes, all 211 tests across the
cleanup worker, real orphan spool, environment runtime, and plugin
integration suites passed. These overlap the earlier focused selection.
The rate-limit test initially expected a write after twenty idle minutes
to wait; corrected it to assert that subsequent writes cannot accelerate
the five-minute cadence.
- Review fixes preserve retries for unreadable spool
directories/records, keep historical provider checks off the startup
wait while joining them at shutdown, and restore their independent
five-minute minimum spacing. The complete [CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/40108905033)
passed on final commit `79ae1589c3c7b924db4bedb337d0c7ed3d95020b`,
including all E2E shards, server/workspace tests, runner checks,
typecheck, build/public-install verification, and security checks.

- CI found a stale E2E asset matcher: `issue-detail-*.css` is no longer
emitted. Both corrected browser tests passed against a fresh production
UI build and disposable local instance. Fresh Greptile review is 5/5 on
that same final commit, with all review threads resolved.

Previous implementation verification:

- `pnpm -r typecheck` and `pnpm build` passed.
- New PostgreSQL worker suite: 12 tests passed. Covers quiet configured
state, verified history, writes, outer commit and rollback, retry
deadlines, restart, drain, deferred orphan buffers, spool failure,
pagination, provider uncertainty, shutdown, and the idle run-reaper
path.
- Worker and environment runtime suites after review fix: 183 tests
passed. A new assertion reproduced buffer starvation before the fix.
Updated transaction fault injection and isolated simulated-instance
database handles. Server typecheck also passed after the fix.
- Run-recovery suites: 58 tests passed. Pending-cleanup suite: 38 tests
passed after updating the logging fixture to seed real orphan recovery;
an idle reaper no longer invokes cleanup.
- Stop and workspace-recovery integration selection: 268 tests passed;
two live-provider tests skipped by their environment gate. This overlaps
the worker suite and is not an additional unique-test count.
- Started the full local `pnpm test:run`, then stopped that older
duplicate run after CI found the fixture mismatch. The corrected 38-test
suite passed locally. The full sharded [CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/39678174479)
passed on final commit `fc0ff3c4554ca4190a8b0b81ec06ef7065b8ad2c`,
including build, typecheck, runner, server, workspace, and E2E checks.
This is not a claim that the local full run completed.

## Risks

- Missing a future producer signal could delay discovery until restart.
The producer audit is documented in `doc/idle-environment-cleanup.md`.
Independent SQL writers and another server process are outside the
existing process-local notification contract.
- Historical candidates blocked by ownership or provider uncertainty
keep a five-minute retry until they can be verified. Provider
destruction, claim fencing, Stop retention, and workspace safety remain
controlled by their existing services.
- This does not remove orphan-active discovery or legacy shutdown
settlement from run recovery. Active custom-image expiry is also still
periodic. External wake coverage does not change.
- Local tests prove these workers become quiet and recover. They do not
establish deployed instance suspension or fleet cost savings.

## Model Used

OpenAI Codex (GPT-6), with code execution and reasoning. The exact
serving model ID and context size 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>
2026-10-24 09:04:49 -07:00
Devin FoleyandPaperclip 70de7d49e9 Migrate standalone nested clones onto the shared project clone (#17407)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each task runs in a git worktree. Extra project repositories sit in
the task under `.paperclip-repositories/`.
> - #17382 made new nested checkouts git worktrees of one shared clone
per project repository. Existing standalone nested clones stayed as full
clones.
> - Long-lived tasks keep those clones for a long time. Many tasks hold
the same large repository, so most of the disk is duplicate `.git` data.
> - #17369 added a locked and verified move of isolated workspaces onto
the shared clone, with a reaper sweep behind a setting.
> - This pull request adds the same kind of locked and verified
conversion for standalone nested clones in open tasks, and runs it from
the same reaper path behind a new setting.
> - The benefit is that the duplicate clones go away without losing any
state or local history, and the disk stops filling.

## Linked Issues or Issue Description

Refs #17382 #17369. Bug report described in-PR (bug report template).

**What happened?**
On one instance, 44 open task worktrees in one project each hold a
standalone nested clone of the same large repository. Together they use
about 25 GB. About 16 GB of that is duplicate `.git` data. Another
project has 33 smaller clones. The clones are removed only when their
tasks expire, and many tasks stay open for a long time. The disk keeps
filling.

**Expected behavior**
Existing standalone nested clones in open tasks become worktrees of the
project's shared clone, with the same state and local history, and the
standalone clones are deleted.

**Steps to reproduce**
1. Prepare a task with a nested project repository before #17382, or
without a shared clone, so that `.paperclip-repositories/<name>` is a
standalone clone.
2. Create the project's shared clone, as #17382 does for new tasks.
3. Observe that the old checkout stays a full clone until the task
expires.

**Paperclip version or commit:** `master` at 8549ecaf9a.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- New `server/src/services/nested-clone-migration.ts`. It converts one
standalone nested clone in an open execution workspace into a worktree
of the shared clone:
- It holds the source lock and workspace lifecycle lock (as git cache
expiration does), the per-shared-clone lock from #17382, and the
expiration lock files (`index.lock`, `HEAD.lock`, current branch ref
lock) in the clone.
- It requires the #17369 no-live-consumer eligibility (no live runs,
leased finalizations, unreleased leases, running services, or reopen
flag). It checks again before the swap.
- It identifies the repository by managed checkout name, project
workspace rows and the origin URL, and it requires a verified shared
clone.
- It brings local history into the shared clone under the checkout's own
`paperclip/<id>/` prefix. The current branch becomes
`paperclip/<id>/<branch>`, tracking `origin/<branch>`. Unpushed local
branches become `paperclip/<id>/<branch>`. Unpushed tags become
`paperclip/<id>/tags/<tag>`. A restore point carries the commits, the
`HEAD` reflog and `ORIG_HEAD`.
- It stages the worktree at `<name>.clone-migrating`, applies the
restore point, copies the `HEAD` reflog and `ORIG_HEAD`, and moves
regenerable dirs, untracked `.env` files and
`.claude/settings.local.json` by rename. Old and new must then match
exactly (snapshot, history, branch, created refs, moved items).
- Swap: it renames the clone to `<name>.clone-standalone`, runs `git
worktree move` and `git worktree repair`, updates a saved restoration
recipe that lists the checkout, and then renames the old clone to trash
and deletes it.
- A `nestedCloneMigrationPending.<name>` metadata record makes recovery
possible. A crash before the swap rolls back (moves items back, removes
the staged worktree and the created branches). A crash after the swap
rolls forward.
- Skip reasons (nothing changes): `live_or_unresolved_consumer`,
`unknown_managed_checkout`, `local_source_checkout`, `foreign_origin`,
`no_shared_base`, `shared_base_repo_mismatch`,
`unsupported_base_git_config`, `nested_clone_has_stash` (stashes are
skipped, because `refs/stash` would be shared by every worktree),
`nested_clone_has_worktrees`, `nested_clone_has_hooks`,
`unsupported_local_git_config`, `unsupported_local_git_state`,
`unsupported_info_exclude`, `unsupported_nested_clone_refs`,
`unsupported_index_flags`, `unique_branch_reflog_commits`,
`nested_clone_ref_conflict`, `snapshot_mismatch`, `history_mismatch`,
restore point limits, and `nested_migration_recovery_conflict`.
- Reaper: `sweepTerminalWorkspaces` runs the conversion for open
workspaces when `PAPERCLIP_NESTED_CLONE_MIGRATION_ENABLED=true` (default
off). `PAPERCLIP_NESTED_CLONE_MIGRATION_DRY_RUN=true` only reports. Each
attempt logs `event: "execution_workspace.nested_clone_migration"` with
outcome, reason, branch, candidate bytes and reclaimed bytes. There is
no new timer. A retry deadline is registered on the existing reaper
deadlines only for a pending record or a transient skip (live consumer,
busy lock, changed row). A workspace is attempted again at most hourly.
A workspace without standalone clones costs one directory listing.
- `isolated-repository-rehome.ts`: I exported the shared pieces
(eligibility, locks, safe base config check, transfer plan, history
boundary, snapshot and history keys, item moves, rollback and
verification) instead of copying them. Re-home behavior does not change.
- `nested-repository-worktrees.ts`: I exported the stale registration
cleanup and added the `moveNestedRepositoryWorktree` (move and repair)
and `trackNestedWorktreeUpstream` helpers.
- Docs: `doc/recoverable-disk-cleanup.md` (new section about the
conversion) and `doc/DEVELOPING.md` (settings).

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/nested-clone-migration.test.ts`: 19 passed. It uses
embedded Postgres and real git repositories, and covers:
- Conversion with an unpushed commit, a second branch with unpushed
commits, a lightweight tag and an annotated tag, staged and unstaged
edits, a deleted file, an untracked file with mode 0600, an ignored
file, `node_modules`, `.env` and the settings file. The result is a
worktree of the shared clone (`--git-common-dir`), with the same HEAD,
status, staged content and reflog, the owned branch tracking
`origin/main`, and the history under the task's prefix. No other branch
in the shared clone changes. The old clone is gone and reclaimed bytes
are reported.
- Skips with nothing changed: stash, live run, foreign origin, unknown
checkout, no shared clone, local excludes, and a change between capture
and verification (hook).
- Two tasks convert concurrently against one shared clone. The test
holds the shared-clone lock and shows that neither conversion advances.
Then they run one at a time (peak 1), and each keeps its own branches.
- Crash recovery at `afterAside`, `afterMove` and `afterFinalize` (roll
forward), and before the swap (roll back, then convert). A dry run
reports the pending record and changes nothing.
- Expiration and restore of a converted checkout work afterwards.
Unpushed branches in a converted checkout block expiration
(`unpushed_managed_checkout_branches`).
- Reaper: disabled by default; dry run changes nothing and registers no
deadline; a live run registers a retry deadline that survives a second
sweep; enabled conversion leaves no deadline.
- Commits that only the clone's `origin` remote-tracking refs hold are
kept as `paperclip/<id>/remotes/origin/<branch>`.
- A pending conversion is finished after the workspace is archived, and
forgotten (keeping unpushed branches) when the worktree is gone.
- A filter planted in the shared clone right before the worktree add is
refused (`unsupported_base_git_config`) and never runs.
- Only checkouts named after configured project repositories are
considered; at most 8 per sweep, pending first, rotating (unit test).
- Related suites (run before review fixes; the nested, re-home and
execution workspace service suites were rerun after them): `pnpm exec
vitest run` on execution-workspaces-routes,
execution-workspaces-service, git-reproducible-managed-checkouts,
git-restore-point (all 5 files), git-workspace-contents,
git-workspace-expiration, git-workspace-expiration-eligibility,
heartbeat-git-restore-point-resume, heartbeat-project-repositories,
isolated-repository-rehome, nested-clone-migration: 15 files, 393 tests
passed.
- `cd server && pnpm run typecheck` (`tsc --noEmit`): passes.
- Mutation checks. Each mutation makes the targeted test fail, and I
reverted each one:
  - Remove both eligibility checks: the live run test fails.
- Remove the snapshot comparison: the capture/verify change test fails.
  - Disable roll forward after the swap: the recovery tests fail.
- Drop the `paperclip/<id>/` prefix from transferred branches: the
conversion and concurrency tests fail.
  - Remove the shared-clone lock: the concurrency test fails.
- Drop remote-tracking refs from the plan, the deadline restore during
backoff, archived recovery, or the config check before the worktree add:
each targeted test fails.
- Not run: the full server suite and a run on a live instance.

## Risks

- The setting is off by default. Enable a dry run first and read the
`execution_workspace.nested_clone_migration` logs.
- A clone that a run writes to between verification and the swap rename
can lose those writes. This window is the same as in #17369. Locks, the
eligibility check and the git lock files make it small.
- A crash in the short time between the rename aside and `git worktree
move` can collide with a run that recreates `<name>`. In that case the
conversion stops with `nested_migration_recovery_conflict` and keeps
both copies. Expiration keeps such a workspace because of the `.clone-`
names.
- Stashes, annotated tag messages (the tagged commit is kept as a
branch), custom hooks, custom local config and per-branch reflog-only
history are not converted. Clones with them are skipped with a named
reason. Only unpushed branches and tags get a name in the shared clone.
A pushed local branch name is not kept, but its commits stay on the
remote.
- The conversion fetches the shared clone first. A failed fetch is
ignored, and then the restore point can be larger.
- Pushing from a converted checkout needs an explicit destination, as
for all #17382 nested worktrees.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 19:52:07 -07:00
Devin FoleyandPaperclip 8549ecaf9a Re-home isolated repository workspaces onto the shared project clone (#17369)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each isolated task workspace is a Git worktree on the server disk,
and the terminal workspace reaper and git cache expiration keep that
disk usage bounded
> - For some days, workspace preparation gave each isolated
`git_worktree` workspace its own full clone under
`isolated-repository-sources/`, with the worktree inside it. #16963
removed that creation path, but the existing clones stay, and restoring
an expired workspace still recreates its private clone
> - On one instance, 30 such clones use about 23 GB: 12.1 GB of `.git`
data, 5.2 GB of unused default-branch checkouts and 5.75 GB of real
worktrees. 28 of them back open workspaces, and the disk is nearly full
> - This pull request moves each such open workspace onto the project's
shared managed clone with its exact state, deletes the private clone,
and makes restore use the shared clone
> - The benefit is that disk use drops to one shared clone per project
repository, with no lost work and no change for workspaces that cannot
move safely

## Linked Issues or Issue Description

Refs #16963. Bug report described in-PR (bug report template).

**What happened?**
On one instance, 30 per-issue clones under
`isolated-repository-sources/<companyId>/<issueId>/checkout` use about
23 GB. 28 of them back open workspaces. No process moves these
workspaces to the shared project clone that new workspaces use, and git
cache expiration does not remove a clone while its workspace is open.
Reopening an expired workspace whose recipe has `sourceKind:
"isolated_remote"` clones the full repository again. Separately, a
restore point with a non-default file mode cannot be restored: the
reference read back from jsonb has reordered `modes` keys, so
`loadGitRestorePoint` fails with `restore_point_manifest_mismatch`.

**Expected behavior**
An open workspace with a private clone moves to the shared project clone
with the same branch, HEAD, index, worktree, untracked and ignored
files, and file modes. The private clone is then deleted. Reopening an
expired workspace uses the shared clone when one exists. A restore point
with non-default file modes restores.

**Steps to reproduce**
1. Create an isolated `git_worktree` workspace with
`materializeIsolatedRemoteWorkspaceSource` and record
`isolatedRemoteSource` metadata, as preparation did before #16963.
2. Keep its issue open. The clone stays, because no sweep moves or
removes it.
3. Expire the workspace with a restore point that has a file with mode
`0600`, then reopen it. The private clone is created again, and the
restore fails with `restore_point_manifest_mismatch`.

**Paperclip version or commit:** `master` at ec2e0d6407.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- New `server/src/services/isolated-repository-rehome.ts` with
`rehomeIsolatedRepositoryWorkspace`. It holds the isolated source lock,
the `execution_workspace_lifecycle:<id>` advisory lock and
expiration-style Git lock files (`index.lock`, `HEAD.lock` and the
branch ref lock in the clone).
- Eligibility uses the safety checks of git cache expiration that matter
while a workspace stays open: no live or unfinished relevant runs, no
unsettled native finalizations, no unreleased environment leases, no
running runtime services, no pending reopen, and no other workspace on
the same path. It does not require a closed or idle issue tree. The
check runs again inside the update transaction.
- The target base is the project's existing shared managed clone for the
same `repoUrl` (the paths `ensureManagedProjectWorkspace` uses, verified
with the same origin and storage checks as restoration).
- The move captures a restore point of the old worktree. The upstream
boundary is commits that both repositories have, so the bundle is small.
It imports the bundle into the shared clone, creates
`refs/heads/<branch>` or fast-forwards it from an ancestor, and adds the
worktree at `<base>/.paperclip/worktrees/<branch>`. Then it applies the
restore point. It copies the `HEAD` reflog and `ORIG_HEAD`, copies the
branch's upstream config when it creates the branch, and moves
regenerable directories, untracked `.env`/`.env.*` files,
`.claude/settings.local.json` and nested `.paperclip-repositories/*`
checkouts by rename. Standalone nested clones move as is. Nested
checkouts that are worktrees of their own shared clone (#17382) move
too, followed by `git worktree repair` in that clone so the registration
follows the new path, and their `paperclip/<hash>/` branch is renamed to
the new path's prefix so ownership checks still pass. Entries inside a
moved nested checkout (for example its `node_modules`) move with it.
Rollback and interrupted-move recovery repair them again after moving
them back, and verification checks that each one still resolves to the
same shared clone.
- Verification: the restore point snapshot (HEAD, index, worktree,
ignored files, modes) of the new worktree must equal the old one before
and after the move. The reflog and `ORIG_HEAD` must match, and every
moved item must exist. Only then does one transaction set
`cwd`/`providerRef`, drop `isolatedRemoteSource` and
`gitCacheExpiration`, rewrite a saved active restoration recipe to
`managed_project`, and record `isolatedRepositoryRehome: { at, from, to,
cleanedAt }`. A failure before that removes the new worktree, moves
items back, restores the branch, and leaves the old worktree untouched.
- Safety of the checkout in the shared clone: the move skips with
`unsupported_base_git_config` when the shared clone's local config sets
filter drivers, includes, attribute files, worktree config or command
settings, or when it has `info/attributes`. It checks before planning
and again right before `git worktree add`.
- Crash safety before the update: the move records
`isolatedRepositoryRehomePending` (base, target, branch, head, previous
branch tip, planned moves) before the first change to the shared clone.
The next attempt undoes an interrupted move under the same locks: it
moves items back, removes the new worktree only when it is proven to be
this move's (a linked worktree of the shared clone on the issue branch
that no workspace row references), and restores the branch. A live
failure removes the target only after this attempt created it. When an
item exists in both places, rollback stops with
`rehome_rollback_conflict` and keeps the target and the record, so no
copy is lost.
- Cleanup after the update: remove the old worktree (rename to trash,
then delete, then `worktree prune`). Delete the clone (rename to trash,
then delete) only when no other workspace, project workspace or running
service uses it, it has no other worktree, its checkout has no changes
or non-regenerable files, its refs are only branches, tags and
remote-tracking refs, and every local commit is on a remote-tracking ref
or present in the shared clone. Cleanup reads at most 5,000 refs, reflog
entries and unique commits (`clone_history_budget`). `cleanedAt` records
completion. A crash after the update leaves a pending record that the
next pass finishes, also after the workspace is archived: the reaper
scan includes archived rows with unfinished re-home cleanup when the
feature is on.
- Reaper integration in `sweepTerminalWorkspaces`: behind
`PAPERCLIP_ISOLATED_SOURCE_REHOME_ENABLED` (default `false`) and
`PAPERCLIP_ISOLATED_SOURCE_REHOME_DRY_RUN`, only when git cache
expiration is enabled. It logs `event:
"execution_workspace.isolated_source_rehome"` with outcome, reason,
candidate bytes and reclaimed bytes. A skipped workspace gets a retry
deadline one hour later in the reaper's existing deadline set. No new
timer.
- Restore: `reopenClosedIsolatedExecutionWorkspaceForIssue` calls
`rehomeExpiredIsolatedRestoration` first. For an expired workspace with
an `isolated_remote` recipe, it uses the shared clone when one exists
and the branch there is absent or at the saved commit. It keeps the old
behavior for recipes with worktree-backed nested checkouts on branches,
because those branch names are bound to the old path. It also requires
that the shared clone has every base commit (prerequisite) of the saved
restore point bundle. It rewrites the row and recipe to the shared clone
and the standard worktree path, then the existing restore runs
(`ensureGitRestorePointCommit`, `ensureSavedGitCommit`, apply). Without
a shared clone, the old behavior stays.
- Fix: restore point `modes` comparison in
`git-restore-point-storage.ts` compares by path and mode, so jsonb key
order does not matter.
- Small exports: `allocatedBytes`, `expirationScope`,
`managedSourcePaths`, `verifiedGitCacheSource`.
- Docs: new "Isolated repository sources" section in
`doc/recoverable-disk-cleanup.md`, new settings in `doc/DEVELOPING.md`.

Deviations from the requested design:
- The sweep does not create a missing shared clone. When none exists, it
skips with `no_shared_base`, because a new network clone in a cleanup
path can use more disk. Restore follows the same rule and keeps the old
behavior.
- History moves through the restore point bundle, not a separate fetch
from the clone. The bundle contains HEAD and every reflog/`ORIG_HEAD`
commit that the shared clone does not have. The move then checks that
all of them are present.
- The standard location is `<base>/.paperclip/worktrees/<branch>`. A
worktree outside the clone's standard location is skipped
(`nonstandard_worktree_location`).
- Lock files use a token derived from the workspace id, so a crashed
attempt's locks are recovered without a database marker.
- A clone that another open workspace still uses is kept and marked
`cloneRetained: "base_has_consumers"`. That workspace's own move removes
it later.

Skip reasons: `live_or_unresolved_consumer`,
`unsupported_base_git_config`, `rehome_rollback_conflict`,
`nested_branch_conflict`, `invalid_rehome_record`,
`interrupted_rehome_pending` (dry run only), `lifecycle_busy`,
`source_busy`, `workspace_changed`, `no_shared_base`,
`shared_base_repo_mismatch`, `missing_worktree`,
`nonstandard_worktree_location`, `source_identity_changed`,
`branch_identity_changed`, `unproven_worktree_admin`,
`unsupported_worktree_git_state`, `unique_worktree_refs`,
`unknown_worktree_git_logs`, `unsupported_local_git_state`,
`unique_git_refs`, `unsupported_index_flags`, `unsupported_branch_name`,
`invalid_restoration_recipe`, `unsupported_restoration_recipe`,
`target_worktree_exists`, `base_branch_checked_out`,
`base_branch_diverged`, `untransferable_ignored_files`,
`untransferable_managed_checkouts`, `worktree_git_busy`, `head_changed`,
`history_not_transferred`, `transfer_conflict`, `snapshot_mismatch`,
`history_mismatch`, `transfer_incomplete`, and restore point reasons
such as `untracked_nested_repository`, `submodules_unsupported`,
`filtered_paths`, `restore_point_too_large`. Clone kept reasons:
`base_has_consumers`, `base_has_live_services`, `base_has_worktrees`,
`clone_checkout_has_files`, `unsupported_clone_refs`,
`unique_clone_history`, `clone_history_budget`.

## Verification

- `pnpm exec vitest run
src/__tests__/isolated-repository-rehome.test.ts` in `server/`: 18
passed. It uses real Git repositories and embedded Postgres. It covers:
- a move with an unpushed commit, staged and unstaged edits, a deletion,
an untracked file with mode `0600`, an ignored file, `node_modules`,
`.env`, `.claude/settings.local.json` and a nested
`.paperclip-repositories` checkout. Snapshots, branch, HEAD, `git
status` and reflog match, the row points to the new path without
`isolatedRemoteSource`, and the old worktree and clone are gone;
- skips with nothing changed on disk or in the database: live run,
branch in the shared clone at an unrelated commit, no shared clone, an
untracked nested repository, and a concurrent change between capture and
verify (hook). The new worktree is removed and the old one keeps its
moved items;
  - the clone is kept while another workspace references it;
- a worktree-backed nested checkout moves with the task worktree, stays
registered in its shared clone at the new path (not prunable), and keeps
its changes, with its branch renamed to the new path's prefix. On
rollback it returns to the old path with its registration repaired and
its branch name restored. A standalone nested checkout moves together
with its own ignored `node_modules`;
- a file recreated in the old worktree before verification stops the
rollback and keeps both copies, then the move completes once the
conflict is gone;
- a hostile `filter.*.smudge` in the shared clone's config makes the
move skip without running it;
- a clone with more than 5,000 refs is kept, and is deleted once the
refs are gone;
- a move interrupted before the database update is reported (not undone)
by a dry run, then undone and completed on the next attempt;
- a target that another party creates right before `git worktree add` is
never deleted;
- a crash after the database update; after the row is archived, a later
reaper sweep removes the old worktree and clone;
- restore keeps the private-clone fallback when the shared clone lacks
the restore point's base commits;
- disabled by default (both flags needed), dry run changes nothing, and
the retry deadline is registered;
- reopening an expired `isolated_remote` workspace rebuilds it in the
shared clone with the restore point applied and no clone created.
- After the round 4 fixes, the related suites
(`git-workspace-expiration`, `git-restore-point-expiration`,
`execution-workspace-reopen`, `execution-workspaces-service`,
`heartbeat-git-restore-point-resume`, `heartbeat-project-repositories`,
`isolated-remote-workspace-source`) with the new suite: 326 passed.
- After rebasing on #17382, the related suites (adding
`heartbeat-project-repositories`) with the new suite: 374 passed.
- After the first review fixes, the related suites
(`git-workspace-expiration`, `git-restore-point`,
`git-restore-point-expiration`, `execution-workspace-reopen`,
`execution-workspaces-service`, `execution-workspace-compaction`,
`heartbeat-git-restore-point-resume`,
`isolated-remote-workspace-source`) with the new suite: 301 passed.
- Related suites in `server/` (first commit): `pnpm exec vitest run` on
`git-workspace-expiration`, `git-workspace-expiration-eligibility`,
`git-restore-point`, `git-restore-point-expiration`,
`git-restore-point-expiration-config`, `git-restore-point-ledger`,
`git-restore-point-ledger-config`, `execution-workspace-reopen`,
`execution-workspaces-service`, `execution-workspace-compaction`,
`heartbeat-git-restore-point-resume`,
`isolated-remote-workspace-source`,
`isolated-remote-workspace-source-lock`, `git-workspace-base-storage`,
`git-reproducible-managed-checkouts`, `git-expiration-auth-fallback` and
`workspace-runtime`: 550 passed, 2 failed. The 2 failures are in
`workspace-runtime.test.ts` (base ref resolution) and also fail on
unmodified `master` on the same machine.
- `pnpm run typecheck` in `server/` passes (after `pnpm -r --filter
"./packages/**" build`).
- Mutation checks. Each reverted guard fails one test in the new suite:
  - eligibility always true: "keeps a workspace with a live run" fails;
- snapshot verification removed: "removes the new worktree and keeps the
old one when the workspace changes during the move" fails;
- clone reference check removed: "keeps the clone while another
workspace still references it" fails;
- restore re-home removed from reopen: "restores an expired isolated
workspace into the shared project clone" fails;
  - old `JSON.stringify` modes comparison: the same restore test fails;
  - interrupted-move recovery removed: the interrupted-move test fails;
- target existence check before `git worktree add` replaced by assumed
ownership: the foreign-target test fails;
- bundle prerequisite check removed: the stale shared clone restore test
fails;
  - archived-row cleanup scan removed: the crash test fails;
- dry run check before interrupted-move recovery removed: the
interrupted-move test fails;
- `git worktree repair` after the forward move removed: both nested
worktree tests fail. The repair after moving back removed: the rollback
test fails;
- nested branch rename forward or back removed: the matching nested test
fails;
  - rollback conflict check removed: the reappearing-file test fails;
  - covered-entry filter removed: the full re-home test fails;
  - shared clone config check removed: the hostile filter test fails;
  - ref budget removed: the many-ref test fails.
- Not run: the full server suite, and the move on a live instance.

## Risks

- Workspace paths change for re-homed workspaces. Agents that resume an
old session can remember the old path. The run's working directory comes
from the updated row, but text in a resumed conversation can still name
the old path.
- The feature is off by default. It runs only with
`PAPERCLIP_ISOLATED_SOURCE_REHOME_ENABLED=true` and git cache expiration
enabled. Dry run is available. The restore change is not behind the
flag: reopening an expired private-clone workspace now uses the shared
clone when one exists.
- A run can start between the last eligibility check and the database
update. The update transaction checks eligibility again, and the old
worktree is deleted only after another check. This is the same window
that git cache expiration accepts.
- Imported restore point objects stay in the shared clone as unreachable
objects after a failed attempt until Git garbage collection removes
them. Base expiration keeps a base with unreachable objects, so this
only delays base expiration.
- A workspace that cannot move (for example `no_shared_base`) is retried
each hour while the feature is on. Each retry runs a few Git commands
for that workspace.
- No migration. No schema change.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file editing, Git, 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 18:25:26 -07:00
Devin FoleyandPaperclip dfe7df0015 fix(native): expire settled native workspace sync folders (#17358)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs sync their workspace with a remote sandbox through a
per-run folder under `<instance>/native-workspace-sync/<run>/`
> - The folder holds a descriptor, a manifest, and workspace and git
seed archives, and a seed can be more than a gigabyte
> - Only a few finalization commit paths delete the folder, so many runs
leave it on disk forever
> - Instance disks fill up with folders that no code will read again
> - This pull request adds a bounded, deadline-driven retention worker
that removes a folder only when no reader can still need it
> - The benefit is that instance disks stop growing with stale sync
folders, and recovery and export paths keep their files

## Linked Issues or Issue Description

**What happened?**

`cleanupNativeWorkspaceSync(runId)` is the only code that deletes
`native-workspace-sync/<run>/`. It runs only when finalization commits
through specific paths. Runs that end in `terminal_failure`, retained
recovery, reconstruction, superseded runs, commits through other paths,
and server crashes leave the folder forever. On one instance, 22 folders
older than 7 days held 6.8 GB. Single seed archives were up to 1.4 GB.

**Expected behavior**

A run's sync folder is removed after a retention window, once the run
and its finalization are settled and no recovery or export path can
still read it. The shared `generations` seed cache stays.

**Steps to reproduce**

1. Run a native agent with a remote sandbox and let the run end in
`terminal_failure` (or crash the server during finalization).
2. Wait more than 7 days.
3. Look in `<instance>/native-workspace-sync/`. The run's folder and its
seed archives are still there.

**Paperclip version or commit**

`master` at 837add0caa

**Deployment mode**

Any deployment that runs native agents with remote sandboxes.

**Agent adapter(s) involved**

Native runtime with remote sandbox workspace sync (for example Codex on
Daytona).

## What Changed

- Added
`server/src/services/native-runtime/native-workspace-sync-retention.ts`.
It removes `native-workspace-sync/<name>/` when `<name>` is a UUID, the
entry is a real directory, its newest file is older than the window, and
one of these holds:
  - no `heartbeat_runs` row has that id (orphan);
- the run has no valid `nativeWorkspaceSync` reference and is settled:
terminal status, `finished_at` before the window, no live recorded
process (see below), no live controller lease, no
`nativeWorkspaceFinalizationOwner` receipt;
- the run is settled as above, its `native_run_finalizations` row (if
any) has no `lease_owner` and no `next_attempt_at` and is `committed`
(any recovery state) or `terminal_failure` with no or `blocked` recovery
state, no active/escalated export-cause or owner-unverified recovery
action names it, no lease carries `nativeWorkspaceExportResume` or
`pendingCleanupInFlight`, retained recovery cannot still use it
(referenced lease destroyed, or no scheduled/running/awaiting_evidence
system recovery and no queued/recovering workspace recovery), and
historical recovery adoption (`adoptHistoricalWorkspaceRecoveries`) has
no pending candidate for it.
- Each folder is decided in one transaction that holds
`pg_try_advisory_xact_lock` on the run's finalization ownership key. The
rule is evaluated while the lock is held. A held lock skips the folder.
The folder is renamed to `.expired-<uuid>` in that transaction and
deleted after commit. The next sweep removes leftover `.expired-*`
folders. `generations`, non-UUID names, symlinks and files are never
touched. Each tick tries at most 50 leftovers, then checks at most 200
folders and removes at most 50. Leftovers and folders each continue from
their own cursor, so undeletable leftovers do not block run folders. A
leftover that cannot be deleted schedules the 15-minute retry. Deadline
discovery reads run state 200 IDs at a time and stops when asked to. It
supports dry run and `shouldContinue`.
- A recorded `process_pid` / `process_group_id` blocks removal only
while it can still be the run's own process. This reuses the rule from
`conversation-continuation.ts`: PIDs are ignored when every lease of the
run is remote (they are sandbox PIDs), and a local PID or process group
blocks only while it exists on this host and its start time matches
`process_started_at`. An unreadable start time keeps the folder. A
recycled PID does not.
- Separate finding, not changed here: native runs do not clear
`process_pid` when they finish. It is cleared only by the status
arbiter's `release_run_resources` effect (cancellations and commits) and
by the recovery paths. A failed run gets a `schedule_retry` effect
instead, so its PID stays set. For remote targets the stored value is
the sandbox PID. Other readers already treat these PIDs as liveness
hints only, so this PR does not change that write path.
- Exported `nativeWorkspaceFinalizationLockKey` from
`native-workspace-finalization-ownership.ts` and used it in
`withNativeWorkspaceFinalizationOwnership` and the retention worker, so
both use the same key derivation.
- Exported `nativeWorkspaceSyncStateRoot()` from
`native-workspace-sync.ts`; `descriptorDirectory` now uses it.
- Registered the worker on the shared delivery-work coordinator
(`DELIVERY_QUEUES.nativeWorkspaceSyncRetention`) in
`server/src/index.ts`, next to the git restore point worker. It follows
`rules/sleep-aware-background-work.mdc`: no interval. It runs at startup
and at real deadlines: the earliest settled run's finish (or an orphan's
newest file) plus the window; a recheck one window later for folders it
kept; and a 15-minute retry after a failure or a held lock. With no
folders, `nextRunAt` is `null`. The run folder is now created through
one helper in `native-workspace-sync.ts` that notifies process-local
listeners; the worker wakes on that signal only while it has no
deadline, because any scheduled deadline is never later than a new
folder's own deadline. `index.ts` unsubscribes the listener on shutdown.
It pauses passive maintenance during idle drain.
- Added `PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_ENABLED` (default on
unless `false`), `PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_DRY_RUN`
(default off) and `PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_DAYS`
(default `7`, minimum `1`) in `server/src/config.ts`. Documented them in
`doc/DEVELOPING.md` and added a "Native workspace sync folders" section
to `doc/recoverable-disk-cleanup.md`.

## Verification

- `pnpm exec vitest run
src/__tests__/native-workspace-sync-retention.test.ts
src/__tests__/native-workspace-sync-retention-config.test.ts` in
`server/`: 62 tests pass. They cover:
- deletes a settled committed run (also with a left-over
`resuming_session` recovery state), a blocked `terminal_failure` with no
recovery owner, an orphan, and an unreferenced settled run;
- keeps runs whose local process or process group is still alive, or
whose live process start time cannot be read; keeps a running run with a
PID; deletes terminal runs whose recorded local process exited, whose
PID was recycled, or whose PID came from a destroyed sandbox;
- keeps recent files, recently finished runs, unsettled runs, a live
controller lease, an owner receipt, `observed` and `retryable_failure`
phases, a live `lease_owner`, a scheduled `next_attempt_at`, and each
non-blocked recovery state on `terminal_failure`;
- keeps runs with an open export-cause or owner-unverified recovery
action, `nativeWorkspaceExportResume` or `pendingCleanupInFlight` lease
metadata, retained recovery in flight on a lease that was not destroyed,
or pending historical recovery adoption; deletes when the retained lease
was destroyed;
- never touches `generations`, non-UUID names, symlinks or files; dry
run deletes nothing; leftover `.expired-*` folders are removed; an
advisory lock held by another transaction makes it skip; ticks are
bounded and resume from a cursor;
- `nextDeadlineAt` returns `null` with no folders, now with leftovers,
the settled finish plus the window, the orphan mtime plus the window,
and one window later for kept folders; the registered worker goes quiet
with no folders, retries after a held lock or an undeletable leftover,
and the real delivery-work coordinator wakes again when the real
producer (`writeDescriptor`) creates a run folder; leftover removal is
bounded and undeletable leftovers do not block run folders.
- Mutation checks: I removed each guard one at a time (advisory lock,
owner receipt, process pid, finished_at window, lease owner, next
attempt, phase, recovery state, export recovery, owner-unverified,
export resume, retained recovery, backfill pending,
symlink/real-directory check, dry run, and both mtime checks together,
plus the folder-creation wake, the process liveness rule (restoring the
old `process_pid IS NULL` rule, the sandbox exemption, the process group
check, the recycled-PID check, the unreadable start time), the leftover
batch limit, the leftover cursor and the leftover retry delay). Each
mutation made at least one test fail. I restored the code after each
one. Removing only the first mtime check does not fail a test, because
the second check inside the transaction still keeps the folder.
- `pnpm exec vitest run` on related suites in `server/`:
`native-workspace-sync.test.ts`,
`native-workspace-sync-history.test.ts`,
`native-workspace-finalizer.test.ts`,
`native-workspace-finalizer-failure.test.ts`,
`native-harness-backup-expiration*.test.ts`,
`git-restore-point-ledger*.test.ts`,
`delivery-work-coordinator.test.ts`, `chat-delivery-work.test.ts`. All
pass.
- `pnpm run typecheck` in `server/` passes.
- Greptile review: earlier rounds; all findings fixed with tests; final
score 5/5 with no open threads.
- Not run: the full server test suite and an end-to-end run against a
real instance. I did not measure disk savings on a live instance.

## Risks

- Deleting a folder that a reader still needs would make that path fall
back or fail. Same-run resume and export run under the finalization
ownership lock or before the run settles, and the worker checks the rule
while it holds the same lock. Retained workspace recovery already
handles a missing folder (ENOENT) by snapshotting the sandbox. The rule
keeps the folder for every in-flight or reopenable recovery state listed
above.
- A committed finalization row with a stale recovery state and no lease
owner is treated as settled. Nothing reads the recovery state of
committed rows.
- The worker is on by default. Operators can set
`PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_DRY_RUN=true` first to see
candidates in the log, or turn it off with
`PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_ENABLED=false`.
- The first sweep on a large instance does more filesystem work. It is
bounded to 200 folders checked and 50 removed per tick.
- The folder-creation wake is process-local. A folder created by another
server process sharing the same instance directory is picked up at the
next deadline or restart.
- A stale `process_pid` no longer blocks removal. If a run's local
process is still alive with its recorded start time, the folder stays.
Live work is also still guarded by the run status, controller lease,
finalization lease and ownership lock checks.
- No schema migration.

> 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`), 1M context, 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 14:05:55 -07:00
Devin FoleyandPaperclip 5ef783d971 feat: expire idle open issues' worktrees with restore points (#17271)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #17248 and #17257 let git cache expiration remove a closed issue
tree's worktree after saving an encrypted restore point
> - Issues that stay open but go untouched for weeks still keep their
worktrees forever, so disks keep filling
> - This pull request expires those idle worktrees the same way, and has
the next run restore its workspace automatically
> - The benefit is bounded disk use for stalled open work, with nothing
lost when work resumes

## Linked Issues or Issue Description

Refs #17248, #17257. Bug report described in-PR (bug report template).

**What happened?**
With restore points enabled, expiration only considers worktrees whose
whole issue tree has been `done` or `cancelled` for a while. A worktree
whose issue stays `todo`, `in_progress`, `blocked` or `in_review` with
no activity for weeks is never removed.

**Expected behavior**
An open issue's worktree that has been idle long enough is saved to a
restore point and removed, and the next run on that issue gets it back
exactly.

**Steps to reproduce**
1. Enable git cache expiration and restore points.
2. Leave an issue open with an isolated worktree and no activity for
weeks.
3. The worktree is never removed.

**Paperclip version or commit:** `master` at 650581b2f0.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Expiration** (`git-workspace-expiration.ts`):
- `isGitWorkspaceExpirationEligible(..., idleCutoff)`: in idle mode the
closed-tree conditions are replaced by idle ones. No issue in the tree,
and no other issue bound to the workspace, was updated after the cutoff,
and no relevant run was created, started or finished after it. Runs of
bound issues now count as relevant runs in both modes. Every other check
stays, including no live run, recovery action, unsettled finalization,
environment lease or running service.
- `gitWorkspaceLastActivityAt` returns the latest of those timestamps,
sharing the same tree and run scope.
- `expireReconstructableGitWorkspace` takes `idleCutoff` and passes it
to all three eligibility checks.

**Reaper** (`execution-workspaces.ts`):
- For an open tree's isolated git worktree, when restore points and git
cache expiration are on and `idleMs` is set, the reaper computes the
idle deadline (last activity + `PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS`).
- Before the deadline, it records the deadline, so the next sweep wakes
then. Open trees cause no recurring checks before that.
- At the deadline, it runs expiration with a restore point. A kept
workspace is retried after an hour, like terminal ones.
- An expiration interrupted after archiving (`completed: false`) is
resumed by later sweeps even while the tree is open, with a retry
scheduled until cleanup finishes.

**Runs** (`heartbeat/environment-selection.ts`):
- When a run's issue is bound to a workspace that git cache expiration
removed (archived, `workspaceRemoved`), the run reopens it as the agent
through `reopenClosedIsolatedExecutionWorkspaceForIssue`, with the
restore point applied.
- It then clears the reopen fence, since the live run now holds the
workspace, and continues with the reopened row.
- A failed restore fails the run instead of silently starting a new
workspace.
- Comments and agent updates on the issue already reopened closed
workspaces through the issue routes.

**Config:** `PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS` (default `7`, `0`
turns idle expiry off). Docs in `doc/recoverable-disk-cleanup.md` and
`doc/DEVELOPING.md`.

No code comments were added.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts -t "idle open
issues"` (in `server/`): 7 passed, with real repositories and embedded
Postgres.
- **Round trip:** an open issue's worktree, idle for 8 days with unsaved
work, is skipped without idle mode, expires with a restore point in idle
mode, and reopens exactly.
- **Kept:** issue activity 3 days ago, or a run finished 2 days ago,
keeps the worktree.
- **Interrupted:** an idle expiration interrupted after archiving is
finished by the reaper while the issue stays open, and reopens exactly.
- **Shared workspace:** a recent update on another issue bound to the
workspace keeps it, and moves the last activity time.
- **Reaper:** before the deadline the sweep skips the worktree and
schedules exactly that deadline; at the deadline it expires it with an
active restore point. With idle expiry off, nothing is scheduled or
expired.
- `pnpm exec vitest run
src/services/heartbeat/environment-selection.test.ts` (in `server/`): 14
passed. New cases: a run reopens its expired workspace as the agent,
clears the fence with the reopen's generation and binds the reopened
row; a failed restore fails the run; a workspace archived for other
reasons is left alone.
- `pnpm exec vitest run
src/__tests__/heartbeat-git-restore-point-resume.test.ts` (in
`server/`): 1 passed. Assembled heartbeat journey with no mocked
restore: a real worktree with an unpushed commit and uncommitted notes
is idle-expired, a queued run executes, the agent runs in the original
worktree path with the original workspace id, the commit and notes are
back, the workspace is no longer archived with no reopen fence left, and
the issue stays bound. Disabling the run-side reopen fails it.
- `git-restore-point-expiration-config.test.ts`: the default is 7 and
`0` turns it off.
- **Mutation checks:** each of these fails a case:
  - dropping the idle deadline;
  - dropping the idle cutoff;
  - dropping the run activity condition;
  - not failing the run on a failed restore;
  - not re-reading the reopened workspace;
  - not resuming a pending expiration on an open tree;
  - ignoring bound issues' activity.
- `pnpm exec vitest run git-restore-point git-workspace-expiration
git-workspace-contents execution-workspaces
src/services/heartbeat/environment-selection
src/services/heartbeat/workspace-preparation` plus
`heartbeat-git-restore-point-resume` (in `server/`): 312 passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Off unless enabled:** requires
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`.
`PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS=0` keeps restore points for
closed trees only.
- **First run after idle expiry is slower:** it waits for the restore,
about as long as a reopen.
- **Failed restore blocks runs:** a restore that fails closed (for
example a missing restore point) fails each run on that issue until an
operator fixes or rebinds the workspace. This is deliberate, so work is
never silently continued in an empty workspace.
- **Kept idle workspaces are rechecked hourly**, matching the existing
behavior for closed trees that cannot be expired.
- **Retention:** restore points of open trees are not deleted while the
tree stays open, as before.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 20:02:21 -07:00
Devin FoleyandPaperclip 6d44b80a5e feat: expire closed git worktrees with unsaved work behind restore points (#17248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration removes a closed issue's worktree only when the
remote can reproduce it exactly
> - Most closed worktrees hold unpushed commits or uncommitted files, so
they are kept forever and disks fill up
> - #17238 added restore points (an encrypted save of exactly what the
remote cannot reproduce) and #17241 added their lifecycle
> - This pull request lets expiration remove those worktrees after
saving a restore point, and restores them exactly when the work resumes
> - The benefit is bounded disk use for closed work without losing
anything a user could need, behind a setting that is off by default

## Linked Issues or Issue Description

Refs #17238, #17241. Bug report described in-PR (bug report template).

**What happened?**
With `PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and dry run off, one
instance's last 111 expiration checks removed nothing:

| Skip reason | Checks |
|---|---|
| `dirty_or_untracked_files` | 39 |
| `unpushed_managed_checkout` | 32 |
| `live_or_unresolved_consumer` | 21 |
| `unique_ignored_files` | 9 |
| commit not on the remote | 10 |

Without expiration, the terminal workspace reaper archives only merged,
clean worktrees. Closed issues' worktrees therefore accumulate without
bound.

**Expected behavior**
A closed worktree whose only obstacle is unsaved work can be removed
after that work is saved, and restored exactly if the issue is reopened
or work resumes.

**Steps to reproduce**
1. Close an issue whose worktree has an unpushed commit or an
uncommitted file.
2. Enable git cache expiration with dry run off.
3. The worktree is never removed.

**Paperclip version or commit:** `master` at 12bb7e1976.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Expiration** (`server/src/services/git-workspace-expiration.ts`):
- **When it applies:** with `PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`
(default `false`), a worktree that fails the reproducibility check for a
relaxable reason is reconsidered once its issue tree has been closed for
`PAPERCLIP_GIT_RESTORE_POINT_TERMINAL_DELAY_DAYS` (default `3`). The
relaxable reasons are uncommitted or untracked files, a commit not on
the remote, reflog or `ORIG_HEAD` history, and ignored `.env` files. A
leftover `COMMIT_EDITMSG` still blocks expiration unless it matches a
commit in the worktree's reflog, because restore points do not save
draft messages.
- **What still blocks:** a relaxed inspection
(`inspectGitCacheRecipeForRestorePoint`) keeps every other check. Nested
managed checkouts, submodules, special git state, local config and other
unique ignored files still prevent expiration.
- **Capture:** inside the existing source and lifecycle locks, a restore
point is captured with the #17238 library against a remote-verified
boundary (the `HEAD` itself, or its merge base with `origin/HEAD`), then
encrypted, uploaded, read back and hash-checked
(`git-restore-point-storage.ts`).
- **Commit before touching disk:** it is activated in the #17241 table
in the same transaction that archives the workspace with a
`paperclip.git-cache-restoration.v2` recipe referencing it, still before
anything on disk is touched.
- **Final check:** under the file locks, the worktree must still match
the captured snapshot (`HEAD`, index, working tree, modes). Otherwise
the existing rollback runs. The rollback now also drops the restore
point reference and returns the recipe to v1, so a later restore can
never apply a stale restore point over the live worktree; the stored
restore point is marked superseded.
- **Failure paths:** the `pending` row is inserted in a transaction that
first registers a `git-restore-points` notification. If the upload or
read-back fails, the row is marked `superseded` so retention deletes any
uploaded object. Nothing is deleted from disk.
- **Encryption key:** restore points are refused
(`restore_point_key_not_durable`) on `s3` storage unless the secrets
master key comes from `PAPERCLIP_SECRETS_MASTER_KEY`.
- **Dry run** reports `restorePoint: true` candidates without storing
anything.

**Restore** (`git-workspace-restoration.ts`, `workspace-runtime.ts`,
`execution-workspaces.ts`):
- **Recipe versions:** `readGitCacheRestoration` and
`savedGitWorkspaceRestoration` accept v1 without a restore point, or v2
with a valid one. Older servers reject v2 instead of restoring the
commit without the saved work.
- **Before the saved commit is needed:** reopening
(`restoreGitCacheBase`) and the runtime path import the bundle when the
saved commit is missing locally.
- **After the worktree is re-added:** the runtime always imports the
bundle, so history-only commits are present again as objects even when
the base was rebuilt (they are not recreated as branches), then applies
the restore point, verifies the result, and records `appliedAt`. Reopen
persists that through a callback, as it already does for saved contents.
- **Never overwriting:** a worktree that already matches is only marked
applied. A worktree that diverged from the saved commit's clean state is
never overwritten; the restore fails closed and can be retried. Missing,
corrupt or expired restore points also fail closed.

**Retention:** the #17241 worker's expiry hook now marks the recipe's
restore point expired before its object is deleted.

**Config and docs:**
- `server/src/config.ts` adds the two settings;
`doc/recoverable-disk-cleanup.md` and `doc/DEVELOPING.md` describe them.
- No code comments were added.

**Not in this PR (follow-ups):**
- workspaces with nested `.paperclip-repositories` checkouts;
- removing idle worktrees of issues that are still open;
- starting a fresh workspace with a warning when a restore point has
expired.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts` (in `server/`): 12
passed, with real repositories and embedded Postgres. The cases:
- **Round trip:** an unpushed commit, staged and unstaged edits of one
file, a deletion, and an untracked file are restored exactly on reopen,
`.env` is dropped, and the restore point is active. Restoring through
the runtime path works the same way, and a later run never re-applies
over newer work.
- **Kept:** a worktree that is not yet due, one with the feature
disabled (today's skip reason), and one whose encryption key is not
durable.
- **Change after capture:** rolls back, keeps the worktree, returns the
recipe to v1 and supersedes the restore point.
- **Missing restore point:** fails closed, keeps the row archived and
unapplied, and fails closed again on retry.
  - **Dry run:** stores nothing.
  - **Reproducible worktrees:** expire as before, with a v1 recipe.
- **History-only commits:** reopen imports them even after they are
pruned from the base.
  - **Draft messages:** a draft commit message keeps the worktree.
- **Upload failure:** a failed upload marks the pending restore point
for cleanup and keeps the worktree.
- **Mutation checks:** each of these fails at least one case:
  - removing the pre-deletion snapshot check;
  - keeping the restore point reference on rollback;
  - removing the runtime apply;
- removing the re-apply guard (the divergence check then fails closed
instead of overwriting);
- skipping the import for a matching worktree, relaxing the draft
message guard, or not marking a failed upload's row.
- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration-config.test.ts`: 5 passed.
- `pnpm exec vitest run git-workspace-expiration git-workspace-contents
git-restore-point workspace-runtime execution-workspaces` (in
`server/`): 529 passed on the first revision. Two
`workspace-runtime.test.ts` cases about remote base refs fail, and they
also fail on unmodified `master` on this machine. After the review
fixes, the expiration, contents, restore point and execution workspace
suites passed again: 222 tests.
- `pnpm run typecheck` (in `server/`): pass.
- The server builds, the runtime bundle builds, and
`scripts/server-boot-smoke.sh node server/dist-runtime/index.mjs`
reaches healthy.

## Risks

- **Off by default:** nothing changes unless both
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true` are set. Roll out with
`PAPERCLIP_GIT_CACHE_EXPIRATION_DRY_RUN=true` first to see which
worktrees would receive restore points.
- **Data at rest:** restore points contain source and uncommitted files,
encrypted with keys wrapped by the instance secrets key. Losing that key
makes them unrecoverable, which is why `s3` storage requires an
environment-provided key. Untracked `.env` files are not stored.
- **Interrupted apply:** a crash in the middle of applying a restore
point leaves a worktree that neither matches the restore point nor is
clean. The restore then fails closed rather than overwriting it, and an
operator must reset that worktree to retry.
- **Rollback:** disable the setting. Already-expired worktrees keep
their v2 recipes and restore points, so reverting the code would leave
those recipes unreadable until restored by a server with this change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, local server builds and boots,
read-only measurements on live instances).

## 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 16:50:15 -07:00
Devin FoleyandPaperclip 12bb7e1976 feat: track git workspace restore points and apply their retention (#17241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Closed issues' git worktrees pile up on disk because they can only
be removed once the remote reproduces them exactly
> - #17238 adds restore points: encrypted saves of the unpushed and
uncommitted parts of a worktree, so the worktree itself can be removed
> - Those saves live in file storage and must be deleted on a schedule,
and promptly when their issue or company is deleted
> - This pull request adds the table that tracks restore points and a
deadline-driven retention worker, with nothing creating restore points
yet
> - The benefit is a reviewable lifecycle foundation before capture is
wired into expiration

## Linked Issues or Issue Description

Refs #17238 (restore point library). Bug report described in-PR (bug
report template).

**What happened?**
Closed issues' worktrees accumulate without bound. For example, one
instance's last 111 git cache expiration checks removed nothing, because
each worktree held unpushed commits or uncommitted files. Restore points
(#17238) will let those worktrees be removed safely. That needs a
durable record of every stored restore point and a retention policy for
deleting them.

**Expected behavior**
- A restore point is kept while its work can still resume.
- It is deleted a fixed time after its issue tree closes.
- It is deleted promptly when its issue or company is deleted.

**Steps to reproduce**
Not applicable on its own: this adds the lifecycle that the capture
integration will use.

**Paperclip version or commit:** `master` at def4726bea.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**New table `execution_workspace_restore_points`** (migration `0372`,
schema `packages/db/src/schema/execution_workspace_restore_points.ts`):
- **Columns:** storage key, sha256, size, generation, source issue,
`status`, closing time, review/deletion time (`delete_after`), a
`review_generation` counter and last error.
- **Statuses:** `pending`, `active`, `expiring`, `superseded`,
`delete_requested`, `deleted`.
- **No foreign keys:** a row outlives the deletion of its workspace,
issue or company long enough to remove the stored object.
- **Indexes:**
  - the storage key is unique;
  - live generations are unique per workspace;
- an index on status and deadline serves the worker, and a partial index
on active rows' source issue serves the trigger.

**Issue tree trigger** (same migration):
`paperclip_restore_point_tree_changed` runs after an issue's `status` or
`parent_id` changes, and after an issue is deleted. It walks up from the
issue and from its old and new parents (at most 64 levels). For every
active restore point whose source issue is in that set, it makes the row
due now (keeping an earlier due time) and increments
`review_generation`. This happens in the same transaction, so a child's
deletion or move still reaches its former parent's tree.

**New `server/src/services/git-restore-point-ledger.ts`:**
- **`gitRestorePointRetentionService(db, { storage, retentionDays,
beforeExpire })`.** Each `tick` handles only due work, in batches of 50:
- **Review:** an active restore point is checked when its `delete_after`
time arrives. The due check compares against the later of the worker's
clock and the database clock, so a row the trigger just marked is never
skipped. At review:
- **Tree still open:** clear `delete_after`. The trigger marks it due
again on the next relevant issue change, so open trees cause no
recurring checks.
- **Tree `done` or `cancelled`:** expire
`PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS` (default `90`, minimum `1`)
after the tree's latest close. Expiry moves the row to `expiring`, then
runs an optional `beforeExpire` hook, which the capture integration will
use to mark the workspace no longer restorable. Only then does it
request deletion. An `expiring` row's object is never deleted: after a
restart, or if the hook fails, the hook is retried (after 15 minutes
when it failed).
    - **Source issue gone:** delete.
- **Concurrency:** a review result is written only if
`review_generation` is unchanged since the worker read the row. If the
trigger fired in between (for example, the tree closed or reopened), the
write is skipped and the row stays due for the next run. Expiry and
orphan deletion claim the row under the same check before the expiry
hook runs.
- **Abandoned captures:** a `pending` row older than one hour is
deleted.
- **Deletion:** `superseded` and `delete_requested` rows have their
object removed. They become `deleted` only once `headObject` reports the
object gone. Failures, including a local unlink error the provider
swallows, are recorded in `last_error` and retried after 15 minutes.
- **`nextDeadlineAt`** returns the earliest real deadline, or `null`
when nothing is due.
- **`requestRestorePointDeletion(tx, { sourceIssueId } | { companyId
})`** registers a delivery-work notification and marks the matching
`pending`/`active` rows `delete_requested` in the caller's transaction.

**Deletion hooks:**
- `issueService.remove` and `deleteCompany` call
`requestRestorePointDeletion` in their transactions, so a deleted
issue's or company's objects are removed promptly.
- Child issues cannot be deleted with their parent (the parent link
restricts deletion), so each issue removal goes through this hook.

**Scheduling** follows `rules/sleep-aware-background-work.mdc`:
- `registerGitRestorePointWork` registers a `git-restore-points` queue
with the shared delivery-work coordinator.
- The worker keeps no in-memory inputs. Due work is recorded in the
table, by the trigger or by deletion requests. Each run handles it and
schedules only `nextDeadlineAt`, so a failed run loses nothing and is
retried by the coordinator.
- It runs at startup, at real deadlines, and when terminal-workspace
notifications settle after issue changes, but only while restore points
exist. With nothing due, it schedules nothing. A full batch continues
immediately. There is no timer.

**Config and docs:**
- `server/src/config.ts` adds
`PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS`.
- `doc/recoverable-disk-cleanup.md` gains a "Git workspace restore
points" section; `doc/DEVELOPING.md` documents the variable.
- `drizzle-kit generate` pruned `meta/0367_snapshot.json`, following the
repository's snapshot-retention convention.
- No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-restore-point-ledger.test.ts`
(in `server/`): 26 passed against embedded Postgres, stable across
repeated runs. The cases:
- **Review outcomes:** an open tree clears its deadline and schedules
nothing; a closed tree is scheduled 90 days after its close; a
long-closed tree expires and is deleted; a missing source issue is
deleted.
- **Expiry durability:** a failing hook keeps the row `expiring` with
its object until a retry succeeds; an `expiring` row left by a restart
resumes the hook before deletion; an `expiring` row's object is never
deleted while its hook fails.
- **Trigger:** the last open child closing, a child being deleted, a
child moving to another parent, and the source issue's own status change
all mark the restore point due. Unrelated issues, inactive rows and
already-due rows are untouched. End to end, an open tree's restore point
waits without a deadline, then is scheduled 90 days after its tree
closes.
- **Races:** closing the tree, or reopening it, between the worker's
read and write leaves the row due, and the next run resolves it
correctly. A reopened tree's restore point is not deleted.
- **No rescanning:** 60 retained restore points with future review times
are not evaluated. A backlog of 60 due ones is processed as 50, then 10,
then nothing.
- **Captures and deletion:** abandoned pending rows are deleted while
recent ones are kept; superseded rows are deleted; an object still
present after deletion is not marked deleted; a failed deletion is
retried only after its 15-minute deadline.
- **Deadlines:** the next deadline is correct for each obligation, and
`null` when idle.
- **Deletion hooks:** `issueService.remove` marks only that issue's
restore points, and `deleteCompany` marks all of the company's; the
worker then deletes their objects.
- **Worker:** schedules nothing when idle, and only the next deadline
otherwise; wakes on issue changes only while restore points exist.
- **Mutation checks:** each of these fails at least one case:
  - removing the issue hook or the company hook;
  - making the trigger ignore former parents;
- removing the worker's generation check or the trigger's generation
bump;
- letting storage cleanup delete `expiring` rows, or not resuming the
hook;
  - ignoring open trees;
  - removing the deletion verification;
  - evaluating rows that are not due;
  - dropping the retry deadline.
- `pnpm exec vitest run company-deletion issue-delete issues-service
delivery-work issue-tree` (in `server/`): 190 passed.
- **CI note:** one earlier `Typecheck + Release Registry` run was
cancelled when the GitHub runner received a shutdown signal; it is not a
code failure.
- `pnpm exec vitest run` (in `packages/db`): 211 passed. One run had a
single failure in `issue-comment-derived-attribution-migration.test.ts`,
an older migration's test unrelated to this change. It passed alone and
on the full re-run.
- `pnpm exec vitest run
src/__tests__/git-restore-point-ledger-config.test.ts`: 5 passed.
- `pnpm run check:migrations` (in `packages/db`): numbering and safety
checks pass.
- `pnpm run typecheck` (in `server/`): pass.

## Risks

- **No behavior change today:** nothing creates restore points yet. The
worker runs once at startup, finds no rows and schedules nothing. The
capture integration follows in a separate PR.
- **Trigger cost:** every issue status change, parent change or deletion
now runs a short ancestor walk, plus an `UPDATE` on the new table that
matches only active restore points through a partial index. With no
restore points, the `UPDATE` matches nothing.
- **Missed wakes:** if a wake is ever missed, for example because the
process exits after commit, the due row stays in the table. The worker's
startup run or next deadline processes it.
- **Deletion paths:** issue and company deletion each gain one `UPDATE`
on the new table inside their existing transactions.
- **Migration:** `0372_mature_the_initiative.sql` creates one empty
table, its indexes, and the trigger function with two triggers on
`issues`; nothing is rewritten.
- **Rollback:** revert. The table can stay, since nothing else reads it.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only measurements on live
instances).

## 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 15:52:04 -07:00
DottaandPaperclip efc2ddc7bf fix: stop idle login cleanup polling (#17106)
**Dependency landed:** PR #17129 is merged. This branch is rebased onto
master `0f15f82b19` and preserves its provider-owned completion
contract. The shared save path calls `notifyLoginSessionChanged(tx)`;
the cleanup module invalidates both existing sandbox cleanup workers
without selecting a provider.

## Thinking Path

> - Paperclip manages work for AI agents.
> - Subscription login can allocate a temporary sandbox.
> - Existing cleanup workers scan the database every heartbeat tick,
even with no login work.
> - Empty scans keep idle databases active.
> - This PR uses committed session changes and saved expiry times to
schedule cleanup.
> - Existing rows still drive recovery after failure and restart.

## Linked Issues or Issue Description

**What happened?**
On master `898144f4b3`, the enabled heartbeat scheduler runs both login
reapers every 30 seconds by default. An instance with no pending logins
still queries sessions and leases.

**What did you expect to happen?**
After startup reconciliation, idle login cleanup should make no
recurring SQL or provider calls. New sessions, expiry, failed cleanup
and restart must still recover.

**Steps to reproduce**
Start a claimed instance with heartbeat scheduling enabled and no
pending login sessions. Observe repeated adapter-login and setup-token
cleanup queries at the heartbeat interval.

Related sleep migration: #17094. Searched open issues and PRs. Related
setup-token cleanup work: #15774, #14236 and #16648. This PR does not
change their release-result or null-lease behavior.

## What Changed

- Register separate adapter-login and setup-token workers with the
existing delivery coordinator and scheduler.
- Notify before writes in the owning stores, the lease-tag write, and AI
connection save. Shared save uses a provider-neutral notification; each
cleanup worker checks its own durable predicates. The shared transaction
protocol retains intent until the outer transaction settles.
- Reconstruct session expiry, promotion expiry and concrete cleanup
retries from existing rows. Preserve configured heartbeat spacing to
bound scan bursts.
- Recover tagged orphan leases even with terminal or missing sessions.
Protect live acquisitions that have not attached their lease yet.
- Exclude local-subscription rows from sandbox reapers. Their existing
local-login worker owns cleanup.
- Preserve deferred work across drain and shutdown. Add no tables, Cloud
alarms or host-sleep exemptions.
- Update the inventory and document producer coverage, writer scope and
recovery boundaries.

## Verification

- Updated head: `1d57e13606`. Seven focused suites passed (282 tests):
AI connections, login cleanup, device-login service/reaper,
login-session runtime, and setup-token session/reaper. `pnpm -r
typecheck` and `pnpm build` passed. The duplicate local `pnpm test:run`
was interrupted after CI passed all server shards; it is not counted as
a complete local pass. Full-suite evidence comes from the exact-head CI
run. Greptile reviewed this exact head at 5/5 with no findings or
unresolved threads. [Full CI run
39669285577](https://github.com/paperclipai/paperclip/actions/runs/39669285577)
passed on attempt 2. Both aggregate gates passed; no checks remain
failed or pending.
- Extended the real PostgreSQL AI connection tests for both Anthropic
and OpenAI. The tests check that neither cleanup observer wakes inside
the completion callback, both wake after commit, and an idempotent save
does not emit another wake.
- Existing cleanup tests cover idle/history states, producer wake,
expiry, promotion, cancellation, retry/restart, orphan recovery, nested
commit/rollback, drain, concurrency, and shutdown.
- Current-head CI attempt 1: the unchanged
`sandbox-callback-bridge.test.ts` HTTP/2 preface test failed because its
child process could not bind `127.0.0.1:34033` (`EADDRINUSE`). Its
single unchanged rerun passed. The exact test also passed locally
without changing code or timeouts. This establishes recovery from the
bind collision; it does not establish which process owned the port. No
login code ran in that package test.
- Previous-head failures remain recorded: the login-runtime transaction
fixture was corrected; a workspace-runtime readiness port-bind failure
passed in isolation and fresh CI, but its first failure cause remains
unconfirmed. An earlier combined AI suite timed out in local-login
isolation and passed alone; its timing cause remains unconfirmed. An
earlier local full suite was interrupted and was not counted as passing.

## Risks

- Process-local signals cover one active server with the instrumented
shared database handle. Independent SQL writers or replicas need their
own signal integration.
- Provider resources that never became persisted tagged leases remain
the responsibility of the unchanged general lease/spool recovery.
Setup-token acquisition retains its required provider expiry.
- Cleanup starts are bounded by the configured heartbeat interval.
Writes during a sweep can cause a final follow-up scan before quiet.
- Existing login and resource blockers still prevent unsafe host sleep.
This is worker polling removal, not provider sleep qualification.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools and test
execution. 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/instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 15:39:23 -05:00
DottaandPaperclip 898144f4b3 fix: stop idle execution-control recovery polling (#17094)
Replace idle execution-control polling with workers driven by committed writes and persisted deadlines. Preserve startup recovery, bounded retries, and shutdown safety. Stabilize the Slack setup browser regression by waiting for the restored setup screen before simulating its webhook.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:54:28 -05:00
DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution,
and parallel coding agents. The host does not expose the exact backend
model revision or context-window size, so those values are not asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:23:00 -05:00
bbcf5dfe98 fix(heartbeat): renew legacy controller leases on a private pool (#17032)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code in agent mode with tool use (shell, file edit, and test execution).
A read-only subagent helped with code search.

## Checklist

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

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 18:13:53 -07:00
Nicky LeachandPaperclip 8b4ab65b1c Add plugin-owned project storage and task workspaces (#17001)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks can use isolated repository workspaces.
> - Core currently prepares those repositories on its own filesystem.
> - A storage provider may only expose repositories inside remote agent
computers.
> - Project storage and task workspace preparation must have one
provider owner.
> - This pull request adds that contract and keeps execution as a
separate plugin interface.
> - Core keeps authorization, durable task bindings, and lifecycle
fences.

## Linked Issues or Issue Description

**Subsystem affected**

Plugin SDK, project workspace policy, heartbeat preparation, execution
leases, and workspace lifecycle.

**Problem or motivation**

Core cannot prepare a task workspace when its repository storage is
unavailable on the Core host. An execution lease must not be required
just to prepare persistent storage.

**Proposed solution**

Let one plugin provide project resource lifecycle and workspace prepare,
inspect, restore, and remove behavior. Core reserves a task workspace
before it calls the plugin. The plugin returns an opaque durable
reference. The matching execution plugin receives that reference on its
task RPC.

**Alternatives considered**

Preparing repositories on Core would require a provider mount on Core.
Preparing them only during task launch would tie persistent workspace
lifecycle to execution leases and agent availability.

**Roadmap alignment**

This extends the remote provider model in ROADMAP.md. Related execution
work is in #16978. This PR does not replace that task bridge. Native
execution of managed storage requires the bridge; this change fails
closed when it is absent.

## What Changed

- Add one storage provider declaration with supported modes/strategies,
a capability, a validated RPC contract, and a test harness.
- Persist provider ownership, repository revision, and
execution-workspace identity before external effects. Reconcile retries
with a stable operation ID.
- Prepare provider storage before environment acquisition. Keep Core
filesystem preparation out of this path.
- Pin the durable reference to the matching execution plugin and
validate the lease binding before task dispatch.
- Route inspection, reopen, and removal through the existing lifecycle
process. Keep local data when remote recovery is uncertain.
- Keep the application database pool free during lifecycle locks.
Preserve pending workspace selections, validate source edits before
retirement, and retry unfinished closed storage cleanup.
- Protect provider metadata and live repository sources from caller
edits. Storage edits retire only closed records with confirmed removal;
retired records cannot reopen.

## Verification

- Current head `8214b3ca5`: all 25 provider lifecycle tests pass with
`maxConnections=1`. They cover preparation, inspection, reopening,
removal, a paused provider with responsive ordinary SQL and a competing
source edit, pending selection preservation, rejected source edits,
cleanup retry scheduling, and providers that cache operation results,
and committed cleanup notifications for storage intent and recovered
state.
- Final frozen-tree lifecycle run on `8214b3ca5`: all 318 tests passed
in 10 files, covering workspace services, reopen, compaction, task
binding, project sources, heartbeat preparation, display caching, and
source locks.
- Direct server `tsc --noEmit` passes. The SDK build and all 128 SDK
tests passed during initial verification; later SDK changes are
documentation only.
- Full CI on the previous head `ec5c7209a` passed all 55 applicable
checks; 2 conditional checks skipped. Standard Greptile reviewed current
head `342e6d9c3` at 5/5 with no unresolved threads. All 55 applicable CI
checks passed on `342e6d9c3`; 2 conditional checks skipped. The Slack
browser and CLI startup jobs passed on their single unchanged-head
rerun. Its Apex review returned 4/5 with one pending-restoration issue.
Commit `1b58943b1` reconciles that durable intent before cleanup,
advances the generation without reopening the Core row, and blocks
direct removal or retirement while intent remains unresolved. Standard
Greptile reviewed `1b58943b1` at 5/5 with no new findings. All 54
applicable CI checks passed on `1b58943b1`; 3 conditional checks
skipped. The chat job passed on its single unchanged-head rerun. Apex
then returned 4/5 for a missing cleanup wake after recovery. Commit
`8214b3ca5` atomically registers cleanup intent before storage intent
and recovery-result writes. Its provider test observes real committed
notification hints and the visible advanced generation. Standard
Greptile reviewed `8214b3ca5` at 5/5 with no new findings. All 55
applicable current-head CI checks passed on the first run; 2 conditional
checks skipped. Final Apex verification completed at 5/5 on this exact
head: 38 files reviewed, no new comments, and no unresolved threads. The
PR is ready for review and mergeable.
- The first Apex review found five issues after a standard 5/5:
application-pool starvation, stale pending selections, retirement during
rejected source edits, lost cleanup retries, and reused inspection
identities. Commits `6d72e7fd4` and `342e6d9c3` fix each with regression
coverage. Archive lock waits use dedicated connections, and source edits
fail promptly if the lifecycle is busy. Retirement compares normalized
values. The normalized-source regression initially failed with the
raw-value comparison; after moving the check after normalization, a
clean provider-suite rerun passed all 24 tests at that stage. Those
threads are resolved; the earlier Apex 0/5 is not a passing acceptance
result.
- Earlier local integration attempts could not bind localhost inside the
sandbox. The same suites passed with permission to start local
PostgreSQL.
- The earlier broad local `pnpm test:run` overlapped edits and reported
stale-revision and checkout-path/Git-fixture failures. It was not a
final-tree result. Full CI subsequently passed; the original local
failure remains part of verification history.
- Local repository-wide typecheck/build cannot complete because `cargo`
is unavailable. Direct server TypeScript checks and affected tests pass;
full Rust and build validation comes from CI.
- An earlier browser run on `ff918c5a8` failed in the unchanged
case-filter journey: expected “Done,” received “All statuses,” with an
announcement handler recorded during the assertion. The cause is not
confirmed. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39500611857/job/118896954508)
remains verification history. The unchanged shard passed in the next
full CI run on `ec5c7209a`; no UI or fixture change was made.
- Current-head browser shard 2 failed waiting five seconds for the
mocked Slack setup Success heading. This PR changes neither that UI nor
its fixture. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021232)
remains verification evidence. The cause is not confirmed; the single
unchanged-shard rerun passed; no UI or fixture change was made, and the
original cause remains unconfirmed.
- The workspace test shard passed its 3,978 general tests, then its CLI
company-import/export fixture timed out after 30 seconds waiting for
startup health before creating any company or workspace. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021855)
remains verification history. The child reached external-PostgreSQL
startup without exiting or reporting an exception. Its cause is not
confirmed; the single unchanged-job rerun passed, including the CLI
fixture. No startup or fixture change was made, and the original cause
remains unconfirmed.
- The new cached-removal regression initially failed because its fake
worker advertised availability for unrelated fixture plugins, so another
workspace changed its fake checkout state. Worker availability now
matches the fixture plugin; the complete 25-test provider suite passes.
- On `1b58943b1`, the chat shard timed out polling for one conversation
after an authorized GitHub description edit. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39510521657/job/118930193418)
remains evidence. The exact case passes locally against PostgreSQL (1
passed, 1,380 unrelated cases skipped), and this PR changes neither that
test nor its handler. The original cause is unconfirmed; the single
unchanged-job CI rerun passed without a code or fixture change. The
original cause remains unconfirmed.
- The diff was checked for credentials, private references, and
generated artifacts.

## Risks

This is an additive provider contract with no database migration.
Existing projects keep their local behavior unless their policy selects
a storage plugin. A selected provider must be ready and enabled. Unknown
or unsafe cleanup fails closed.

Managed native execution depends on #16978. Core refuses a host Runner
fallback. Providers must fence lifecycle generations, preserve ambiguous
retries, and report remote recovery honestly. Provider-specific live
storage and guest mount qualification remain separate from these Core
contract tests.

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code execution, and
tests. The exact model variant was 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 linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass (affected suites; broad-run
limits 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>
2026-10-20 16:35:33 -07:00
DottaandPaperclip 15176963b1 fix: stop idle skill-source polling (#17008)
## Thinking Path

> - Paperclip manages agent work and the skills that agents use.
> - Project repositories create durable import jobs, and installed
sources can refresh automatically.
> - The server queried these records every five seconds, even when no
work existed.
> - Idle tenant databases need to stop receiving those discovery
queries.
> - This change uses the existing transaction notifications and delivery
coordinator.
> - Saved refresh, retry, and lease deadlines determine when the worker
runs next.
> - Cloud does not yet wake these deadlines, so outstanding skill work
retains the instance.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Skill-source background synchronization. This continues the idle-work
migrations in #15625 and #17000. A search found no overlapping open
polling-removal PR.

**Current behavior**
On master `b11010b0d4`, startup installs a five-second skill-source
interval and also calls it from the external-object scheduler. Each
sweep queries active companies, import capacity, pending imports, and
automatic refreshes.

**Proposed behavior**
Run at startup, after a relevant transaction settles, or at a saved
deadline. Stay SQL-quiet when no eligible work remains. Preserve import
admission, authorization, atomic claims, retry backoff, and the existing
five-minute upstream check.

**Reason and benefit**
Remove recurring database activity from inactive tenant instances
without requiring new tables or a new scheduler.

## What Changed

- Replace both recurring skill-sync calls with one delivery-coordinator
registration.
- Notify from attachment/detachment, source creation/settings/manual
refresh/disconnection, project/company deletion, and company status
changes, including budget resume.
- Restore the earliest eligible `nextSyncAt` or lease-expiry deadline.
Due backlogs and conflicts retry after five seconds; no idle recovery
cadence remains.
- Admit deferred imports again after a batch frees capacity. Preserve
requests through drain, standby, restart, and commits during a sweep.
- Add sleep-safety predicates for imports and eligible automatic sources
until Cloud supports these deadlines.
- Document the lifecycle and process-local writer contract. No schema or
API changes.
- Guard external test database URLs before migrations or cleanup:
require a `_test` database name and reject database/options overrides.

## Verification

- 147 targeted tests pass: 39 server-startup tests, 14 new
real-PostgreSQL lifecycle tests, 20 shared coordinator/scheduler tests,
63 existing import/refresh/retry regression tests, and 11 test-database
guard cases.
- CI exposed a stale startup mock without the new `start` method. The
fixture is updated and all 39 startup tests pass locally.
- Tests exercise real enqueue/settings/company-reactivation producers,
nested commit, rollback, saved retry/lease restart, manual refresh
failure, capacity admission, concurrent commit, shutdown cancellation,
and SQL quiet after startup or pause.
- Sleep-safety tests reject sleep for future imports and automatic
refreshes, and accept inactive retained state.
- `pnpm -r typecheck` and `pnpm build` pass.
- `pnpm test:run` was attempted and stopped after repeated
embedded-PostgreSQL startup failures in unrelated suites. The two
existing import/refresh suites initially skipped for the same host
limitation; after adding explicit disposable-database options, all 63
regression tests passed against PostgreSQL 17. Full CI passed on
`ddb3ee51369baa8c7153bae9fd88efb8b903f2bc`: 55 successful checks, one
neutral review check, and two intentional skips.

## Risks

- Notifications are process-local. Independent SQL writers and separate
live replicas do not wake this worker; startup reconstructs persisted
work.
- Enabled automatic sources still contact GitHub every five minutes.
Their upstream changes have no event ingress here.
- Cloud scheduled wakes currently cover routines and issue monitors, not
skill sync. This change retains instances with outstanding skill
obligations. It does not claim measured host/database suspension or
fleet savings.
- No change to source authorization, installed content on failure, or
existing claim semantics.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The host does not expose an exact model revision or
context-window size to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:21:42 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
Devin FoleyandPaperclip 1f3695ac67 fix: expire native session failover backups after their issues close (#16866)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native agent sessions that run in a remote sandbox keep a host-side
failover copy of the sandbox's harness state, so a replacement sandbox
can resume the conversation
> - Each session keeps that copy forever, and one copy can reach several
gigabytes
> - On a busy instance these copies fill the volume, and no existing
cleanup touches them
> - Once a session's work is closed, its copy matters only if someone
reopens that work later
> - This pull request expires the copy after the session's issues have
been closed for a configurable window, and makes a reopened issue start
a fresh session
> - The benefit is bounded disk use without breaking active,
recoverable, or leased sessions

## Linked Issues or Issue Description

Bug report described in-PR (bug report template).

**What happened?**
After every remote turn, `checkpointRemoteRunner` writes the sandbox's
runner state and provider session home (for example `codex-home`) to
`durable-sessions/<scope>/failover-backups/current`. Only the same
session's next checkpoint replaces it. No code path deletes a session's
copy when the session ends, its issue closes, or its agent goes away, so
the instance volume fills. On one instance:
- 246 sessions held 17 GB of copies, 84 of them older than a week;
- 24 new sessions added 5 GB in a single day, one copy alone 3.2 GB.

**Expected behavior**
Disk used by failover copies stays bounded. A copy is kept while its
session can still resume (open issue, live run, pending recovery, or
live lease), and expires once the session's issues have been closed for
a while. A reopened issue then starts a fresh native session, instead of
failing with `runner_harness_backup_unavailable` on a replacement
sandbox.

**Steps to reproduce**
1. Run agents with a native runtime in a remote sandbox environment.
2. Let them complete many issues.
3. Watch
`<instance>/runtime/paperclip-runner/durable-sessions/*/failover-backups/current`
grow without bound after the issues close.

**Paperclip version or commit:** `master` at 9179d8dcc3.
**Deployment mode:** server with remote sandbox environments.
**Agent adapter(s) involved:** not adapter-specific (core bug); observed
with Codex sessions.

**Breaking changes**
- Reopening an issue that has been closed for longer than the window
(default 7 days) starts a fresh agent session instead of resuming the
old conversation.
- Disable with
`PAPERCLIP_NATIVE_HARNESS_BACKUP_EXPIRATION_ENABLED=false`, or lengthen
the window with `PAPERCLIP_NATIVE_HARNESS_BACKUP_EXPIRATION_DAYS`.

## What Changed

-
**`server/src/services/native-runtime/native-harness-backup-expiration.ts`
(new):** the sweep. It checks at most 200 sessions and expires at most
50 per batch, continuing from a cursor. A copy expires only when all of
these hold:
- every issue the session ran on is `done` or `cancelled`, closed before
the window;
  - the copy was written before the window;
  - no run of the session is queued, running, or unfinished;
- every native run finalization of the session is settled (`committed`
or `terminal_failure`), with no recovery state or lease owner;
- no `active`, `released`, `retained`, or `pending_cleanup` environment
lease references the copy (by backup stamp, session run, or recorded
lease);
- the session is not executing, initializing, warm, or closing in this
process, and its directory has no pending cleanup activation.
- **One transaction:** the database checks share-lock the issues and
delete the agent task session that points at the session, so a reopened
issue cannot resume the expired session.
- **Atomic, non-blocking removal:** the copy is renamed to
`failover-backups/.retiring-<UUID>`, and a final check looks for a run
of the session. If one appeared, or the check throws, the rename is
undone. Only a confirmed copy becomes `.expired-<UUID>` and is deleted
with asynchronous file operations, so a multi-gigabyte removal does not
block the event loop. A later sweep restores an unconfirmed
`.retiring-*` copy when `current` is missing, drops it when a newer
`current` exists, and finishes an interrupted deletion. The rest of the
session directory is kept.
- **`native-session-executor.ts`:** exports
`nativeSessionScopeDigestIsBusy`, which checks the in-process executing,
initializing, warm, and closing session maps.
- **`native-harness-backup-stamp.ts`:** exports the state base path the
sweep scans.
- **`config.ts` and `index.ts`:** three environment controls
(`_ENABLED`, `_DRY_RUN`, `_DAYS`) and the scheduled sweep. It starts two
minutes after boot, honors shutdown, standby, and idle drain, and logs
candidates, reclaimed bytes, cleared task sessions, and skip reasons.
- **Docs:** `doc/recoverable-disk-cleanup.md` describes the sweep;
`doc/DEVELOPING.md` lists the variables.
- No code comments were added.

## Verification

- `pnpm exec vitest run
src/__tests__/native-harness-backup-expiration.test.ts
src/__tests__/native-harness-backup-expiration-config.test.ts` (in
`server/`): 30 passed, 24 of them against embedded Postgres plus 6
config tests. Cases:
- expiry for done and cancelled issues, including clearing the task
session;
- each keep condition: open issue, recently closed, live run, pending
finalization, recovery in progress, live lease, recent copy, cleanup
activation, in-process session;
  - settled finalizations and expired leases do not block;
  - dry run changes nothing;
  - bounded batches continue across ticks;
- an interrupted deletion is finished, and an unconfirmed retiring copy
is restored or dropped;
  - the configured clock controls the closed window.
- **Mutation checks:** treating `in_progress` as closed, ignoring live
leases, ignoring the configured clock, or not restoring a retiring copy
each fail the corresponding tests.
- `pnpm exec vitest run native-harness-backup config` (in `server/`): 19
files, 293 tests passed.
- `pnpm run typecheck` (in `server/`): pass.
- **Real server:** after building and bundling,
`scripts/server-boot-smoke.sh node server/dist-runtime/index.mjs`
reached healthy.
- **Manual equivalent on a live instance:** applying these checks by
hand (with a 3-day window) to 242 copies freed 7.1 GB. Most of the
remainder belonged to open issues or live leases.

## Risks

- **Reopen after the window:** the agent starts a fresh session and
loses the old conversation's provider history. Issue comments,
documents, and work products are unaffected.
- **Race with a wake:** the checks share-lock the issues, so a reopen
waits for the transaction. A run created for the session between commit
and rename is caught by the post-rename check, which restores the copy.
Such a run would find no task session and start fresh.
- **Missing owner run:** if the owning run row is gone (for example,
after an agent was deleted), the copy is kept, because the sweep cannot
prove the session is closed.
- **Untouched:** quarantined session roots and `continuity-breaks`
archives are not touched by this change.
- **Rollback:** set
`PAPERCLIP_NATIVE_HARNESS_BACKUP_EXPIRATION_ENABLED=false`, or revert.
Expired copies cannot be restored.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, local builds, tests and boots,
read-only measurements on a live instance).

## 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 07:57:43 -07:00
DottaandPaperclip 016e40d532 fix(recovery): preserve shutdown export ownership through finalizer drain (#16843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy adapters must save sandbox files before Paperclip releases
their source.
> - Graceful shutdown gave each adapter a shared 30-second settlement
wait.
> - When that wait ended, cleanup could stop the sandbox while the
adapter still exported files.
> - That race created a restore failure and blocked the next turn.
> - This pull request keeps export ownership through the finalizer drain
and renews its cleanup fence.
> - A successful late export can release its source and schedule one
bounded continuation.

## Linked Issues or Issue Description

Refs #15857. This corrects the timeout path introduced by the shutdown
settlement fence.
Refs #16478. That repair clears verified historical holds; this change
prevents an active export from losing its source.
Refs #16835. That merged fix handles remote native runner ownership.
This change handles legacy shutdown settlement.

## What Changed

- Keep a late adapter settlement in the shared execution finalizer set.
Wait for it before lease release, recovery classification, and retry
scheduling.
- Renew the exact owned settlement fence every 10 seconds. Use a
30-second lease, one renewal in flight, a one-second database lock
timeout, and a five-second statement timeout. Report bounded failure
categories without raw database errors or credentials.
- Refuse ordinary cleanup while the local adapter still owns settlement.
Preserve the explicit owner stop-and-retain path.
- Give the finalizer drain a further shared 30-second wait after the
initial shutdown drain.
- Document the ownership rule, the acceptance recipe, and the
controller-loss limit.

## Verification

- Red before the repair: the database-backed expired-wait regression
expected cleanup denial but received permission to stop the still-owned
source.
- Green on `615a4382c5`: all 526 tests in `recovery.test.ts`,
`legacy-workspace-restore-recovery.test.ts`, `shutdown.test.ts`, and
`heartbeat-process-recovery.test.ts` passed.
- The assembled heartbeat regression passed. It verifies no early
release or retry, joining the late owner, successful cleanup, one
durable scheduled continuation, and no duplicate after service reload.
- Safety coverage includes other-controller fencing, controller loss,
exact source retention, stop-only cancellation, completion winning the
status race, and real database lock contention during renewal.
- `pnpm -r typecheck`, `pnpm build`, and `node scripts/check-maps.mjs`
passed on the final source revision.
- A broad local `pnpm test:run` crossed the rebase and reported eight
companion supervision failures. It was stopped and its log retained. The
complete companion file then passed all 753 tests on current source.
This is not a passing full local suite; current-head CI covers the
complete repository checks.
- The 34 recovery tests include real lock-timeout classification and
credential-shaped error redaction.
- Current-head CI: 53 checks passed; two optional Storybook checks
skipped. Greptile is 5/5 on `615a4382c5`; no unresolved review threads.
- Live sandbox acceptance remains unverified. Three disposable
local-controller/Daytona attempts used legacy Codex ACP, `gpt-6-astra`,
API-key authentication, and the verified image
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:a2bd08cefb68d9217bdd75cf87a6b51f1705b18a4796eff3f97b2726a548b8fb`.
ACP initialization exited before model execution on macOS Node 26.4.0
and again on Node 24.21.0; one attempt exposed a local process-session
socket `ECONNRESET`. That does not establish the transport failure's
root cause. No attempt reached the delayed export or second turn, so
this PR remains draft pending faithful live acceptance. Probe setup
defects were retained separately from product failures, and all
test-owned sandboxes were cleaned up.

## Risks

- Shutdown can spend up to 30 more seconds joining finalizers. The
shipped Compose stop grace remains 90 seconds.
- Renewal adds at most one database operation per owned run every 10
seconds during shutdown. Lock and statement deadlines bound database
contention. The local adapter still protects its source if renewal
fails.
- Controller death or an export that outlives the whole process still
needs retained-source repair. This change does not reconstruct a legacy
export after process death or clear historical failed-restore holds.
- No schema or public API changes. Native restart ownership, approval
gates, and retry limits retain their existing behavior.
- This PR has not been deployed. It does not recover an existing
retained sandbox by itself.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, and test tools. The exact backend model identifier and
context window were not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 09:19:09 -05:00
DottaandPaperclip 51c81d0129 feat(sentry): link run errors to task and run pages (#16803)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use Sentry to inspect run and server failures.
> - Reports identify the run and task, but the existing links open API
records.
> - Operators need a direct path from an error to the normal task and
run pages.
> - This change adds navigation links through the shared server Sentry
hook.
> - Saved company and task records determine the links. A failed lookup
preserves the error report.

## Linked Issues or Issue Description

Related work: #16300 added saved run API references.

**What existing behavior does this improve?**

Sentry event context for run failures, Stop timeouts, and server errors
from an authenticated agent run.

**Current behavior**

Reports show task and run UUIDs. The existing run URL opens an API
record. The operator must find the normal task page separately.

**Proposed behavior**

Add `task_url`, `run_url`, and `task_identifier` tags when saved run
metadata is available. Add `taskUrl` and `runPageUrl` to the event
context. Use the company prefix and saved task identifier in normal
board URLs.

**Reason and benefit**

An operator can open the task or run directly from the error report.

## What Changed

- Add a shared Sentry hook for events with a known run identity.
- Read only the saved company prefix, task identifier, and run identity.
Keep the lookup within the recorded company and agent.
- Include authenticated run identity on request errors. Use the existing
run identity on Stop errors.
- Bound optional lookups to one second and eight unfinished reads.
Preserve the original event on failure.
- Keep the existing API references and error grouping.
- Document the fields and add SDK, timeout, and company-boundary
coverage.

## Verification

- Passed: `pnpm -r typecheck` and the final server TypeScript check.
- Passed: `pnpm build`.
- Passed: 332 tests across the affected server suites, plus 25 final
link and real Sentry SDK tests after review fixes. The SDK test checks
outgoing event envelopes for run failures, request errors, and Stop
errors. It checks that unrelated errors receive no links. The database
test verifies saved metadata and company boundaries. It passes with
embedded PostgreSQL and with an explicitly configured disposable test
database.
- Passed in CI on `bec0cdac853efdef71041d59a66261941827653e`: the full
test matrix, typecheck, build, Runner checks, browser suites, and the
real Sentry SDK contract. All 56 active checks pass. Two Storybook jobs
are skipped.
- The full local `pnpm test:run` attempt first failed because PostgreSQL
library links were missing. The package setup script repaired the
install. The affected database suites then passed. The repaired full
local run was stopped after all CI test jobs passed; it did not complete
locally.
- Greptile: 5/5 on the final commit. All three review threads are
resolved.
- Read-only browser inspection confirms that Sentry displays context URL
values with an Open link control.
- No live test event was posted. Validation uses the real SDK with an
in-memory transport.

## Risks

- A slow or unavailable database can prevent optional links. It does not
discard the error. At most eight unfinished lookups can remain active.
- Missing or unsafe public origins omit the links. URLs longer than the
tag limit remain in context.
- This change applies to newly captured events. It does not update
existing Sentry events.
- The change adds no schema, permission, or first-party Telemetry
contract change.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, xhigh reasoning, with tool use and code
execution. The exact context window is not exposed in the session
metadata.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 06:47:47 -05:00
Devin FoleyandPaperclip 4415665d67 fix(server): allow proved idle waits and verify historical cleanup (#16633)
## Thinking Path

> - Paperclip manages agents, task continuations, integrations, and
their execution resources.
> - Automatic idle sleep needs durable evidence that accepted work and
provider cleanup are settled.
> - Response-driven questions, passive board escalations, and completed
connection receipts currently look like unfinished work.
> - Legacy ephemeral leases and terminal image sessions need actual
deletion proof before their history can become idle.
> - This PR adds narrow evidence-based exceptions and read-only provider
verification while preserving queues, outcomes, and ownership fences.
> - Idle instances can sleep without losing responses, automatic
reconciliation, or cleanup obligations.

## Linked Issues or Issue Description

**What happened?**

Instances with no executable work can remain awake because pending human
responses, passive recovery records, outbound integration configuration,
or completed delivery history are counted as background work. Older
failed ephemeral leases and finished setup sessions also lack the
evidence needed to distinguish retained resources from deleted
allocations.

**Expected behavior**

Permit idle sleep only for proved response-driven waits and settled
history. Continue blocking real queued work, inbound integrations
without a wake contract, unfinished accounting/retries, retained
resources, and uncertain provider cleanup.

**Steps to reproduce**

Finish an issue's producing run, leave a pending question or
confirmation, and request an owned scheduled idle report. Separately
retain a processed connection receipt or a failed ephemeral lease whose
provider allocation has already been deleted. The old checks keep those
instances awake even after executable work has finished.

Related public groundwork: #15522, #15599, #15761, #15897, #15907, and
#16325. Searched existing public idle-sleep PRs; this addresses
additional blockers in the current predicates.

## What Changed

- Recognize supported response-driven waits and passive board recoveries
without changing task state, response audiences, or continuation
policies. Bind passive issue generation into routine-only alarms too.
Keep automatically polled merge-confirmation cards awake.
- Treat processed events, delivered intents, disabled drafts, and
outbound MCP configuration as history/configuration where proved safe.
Preserve pending deliveries, downstream wake requests, and inbound
GitHub bindings.
- Permit only pristine Slack setup drafts with a matching disabled
channel connection, no provisioning registration, and no prior provider
identity/activity. A saved slash-command name remains inert
configuration.
- Repair missed routine execution-issue status hooks in bounded
awake-only maintenance. Lock and re-read exact owners, apply existing
completion/transient-failure rules, and preserve normal continuation
after an issue resumes.
- Allow human-only connection setup to wait only when no reusable active
connection of its purpose exists; available access reblocks sleep for
reconciliation. The delivery worker shares this proof, releases its
local idle hold, and retains maintenance only while already awake.
Passive-only ticks pause before admission during an owned drain,
allowing slow backups to finish; new producer notifications still
reconcile and invalidate the backup.
- Add optional `environmentInspectLease` SDK discovery/dispatch and
read-only Daytona/fake-provider implementations. Old workers remain
conservative. Daytona status inspection uses a fresh provider GET
without reconnecting or poisoning unused-worker eligibility.
- Bind historical credential reads to an unrotated initial secret
version and its immutable resolved-value hash; reject ambiguous
histories and ambient Daytona credential/API-endpoint fallbacks before
querying provider state.
- Verify bounded rotating batches of historical resources on
already-awake Cloud instances, outside readiness. Store host-owned
deletion evidence bound to exact row identity/version and reject
concurrent ownership changes. Preserve failure outcomes, cleanup/export
intents, and run continuation authority.
- Preserve cancellation provenance, defer contended routine rows
individually, and cap actual inspection RPCs across caller timeouts and
worker exits. Add database, SDK, provider, configuration-scope, and race
regression coverage and update idle protocol documentation.

## Verification

- `pnpm -r typecheck` and `pnpm build` passed on `24fd1c0f5ec`; server
typecheck/build passed again after the final coordinator-only fix in
`60f23e6e4b6`.
- Final server regressions: 258 sleep-safety/connection cases and all 17
coordinator cases passed. Earlier focused checks also covered 331
combined idle/cleanup cases, 34 custom-image cases, 39
credential/cleanup cases, 39 connection-history cases, and 80 existing
routine cases. Counts overlap and are not additive.
- SDK: 153 passed. Daytona: 406 passed with 14 existing opt-in skips.
The provider implementation also typechecks against the locked SDK used
by the Cloud wrapper.
- Dependency boundaries were exercised with real child workers holding
provider inspection replies beyond caller timeouts, a real PostgreSQL
row lock delaying one routine owner, and real connection creation →
queue notification → worker hold release → resumption after access is
enabled without another notification. A controlled six-second backup
goes through the real coordinator, task drain, work signals, and
idle-safety generation checks; maintenance permits completion, while a
new committed transaction invalidates it.
- Full local `pnpm test:run` completed its general-server phase with
21,122 passing, 29 failing, and 109 skipped tests; later phases did not
run. That long run spanned source edits and is not a final-revision
pass. The affected Slack draft assertion passes on current source.
Restoring `/usr/sbin` for `lsof` produced 233 passing tests and two
Git-fixture failures across the other five files (3 existing skips).
Both remaining assertions pass with command-scoped
`init.defaultBranch=master`; this host defaults to main and leaves both
branches in their fixture. No source/global Git setting changed for that
comparison. Original failure logs are retained.
- A parallel typecheck/build attempt raced generated Runner outputs and
failed an import. Running the build sequentially passed with no source
change.
- Local database checks use the maintained test-constructor seam with
native PostgreSQL 16.14 because bundled PostgreSQL 18 is unreliable on
this host. No database assertions were skipped in the focused runs. An
interrupted combined run was superseded by the separate passing
coordinator and safety/connection runs; no owned test database processes
remain running.
- Apex reviewed final head `60f23e6e4b615a08591e19d86443a6c35c091ce1`:
**5/5**, zero unresolved threads. All current-head CI gates are green,
with expected policy skips. The branch is conflict-free and GitHub
reports a clean merge state.
- Current-head CI initially failed `plan-task-fixture.spec.ts:66` during
fixture deletion: the final company DELETE hit
`activity_log_company_id_companies_id_fk` after the feature assertions
completed. The deletion path is unchanged here; the final diff only
changes drain-gated passive maintenance. The preceding revision passed
this shard. Failure evidence is retained in [the original CI
job](https://github.com/paperclipai/paperclip/actions/runs/39006936642/job/117321244396);
the targeted retry passed on the unchanged commit ([retry
job](https://github.com/paperclipai/paperclip/actions/runs/39006936642/job/117322535013)).
This shows recovery, not that the underlying company-deletion race is
resolved.
- These checks do not claim staging/production deployment or live
provider cleanup proof. Provider tests simulate responses. Full Cloud
staging verification requires a compatible Core/private-plugin
composition after the Core revision is on master.

## Risks

Sleep eligibility changes require the existing owned drain, final
generation validation, local-work checks, and plugin drain. Unsupported
states fail closed. Queued agent input and routine execution remain
blocked. Outbound MCP exemptions exclude inbound GitHub grants; other
unsupported inbound integrations remain awake.

The inspection RPC is optional and requires a matching live worker
method. Its actual outstanding calls are capped at two across workers
even after the caller times out. Historical lease inspection requires
its recorded plugin/config; setup inspection requires an unchanged
recorded config fingerprint. Not-found under replacement account
credentials is not historical deletion proof: ambiguous/rotated secret
histories defer verification, and initial-version reads must match their
recorded value hashes. Missing provenance (including legacy image
sessions without a recorded config fingerprint), live/stopped resources,
provider authorization failures, and concurrent changes defer
verification. Routine repair replays existing
completion/transient-failure behavior and timestamps at reconciliation
time; it does not execute or discard deferred comments. No migration or
destructive provider operation is added. The new marker does not grant
run-resume authority. Full Cloud staging validation requires a
compatible Core/private-plugin composition; no production deployment is
included.

## Model Used

OpenAI GPT-6 Codex, with repository/tool access and code execution.
Exact model identifier and context-window size are not exposed by this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run relevant tests locally; passing focused checks and
full-run limitations 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>
2026-10-17 07:01:32 -07:00
Devin FoleyandPaperclip 78b833c495 Dispatch routine and monitor work at saved deadlines (#16514)
## Thinking Path

> - Paperclip manages work that agents run for a company.
> - Routines and issue monitors store their next run time in the
database.
> - The app currently waits for the heartbeat interval to find that
work.
> - This can delay work after a workspace wakes before its saved
deadline.
> - This pull request uses the existing work coordinator to schedule
each known deadline.
> - It also parses each cron expression once, so sparse schedules do
less work on the event loop.
> - Agents can start due work sooner while the existing execution checks
stay in place.

## Linked Issues or Issue Description

**What happened?**

Routine and issue-monitor dispatch depends on the heartbeat scan
interval. A workspace can wake early and still wait for the next scan. A
sparse cron search also parses the same expression for every minute it
checks. In a local annual-schedule test, the deadline callback ran on
time but schedule calculation delayed the routine record by 13.6
seconds.

**Expected behavior**

Use a saved future deadline to request the existing dispatch scan.
Restore deadlines at startup and update them after a producer
transaction settles. Do not let future timers keep an idle workspace
active. Parse a cron expression once for each search.

**Steps to reproduce**

1. Set an active routine and an assigned issue monitor to the same
future deadline.
2. Choose a deadline between heartbeat scans. Use an annual routine
expression to exercise a sparse search.
3. Compare the saved deadline with the routine firing and agent start
times.

**Paperclip version or commit**

Source checkout based on c7ea5c0216.

Related public changes: #16215 reports routine deadlines for external
wake. #8034 caches time-zone formatters in the cron search. This change
reuses those contracts.

## What Changed

- Register separate routine and issue-monitor workers with the existing
delivery coordinator after startup housekeeping.
- Restore the earliest eligible future deadline from the database after
each scan.
- Notify the matching worker when routine or monitor writes settle,
including the native `set_task_monitor` tool. Keep the heartbeat
interval as a recovery scan for blocked or externally written work.
- Retain the scan-start cutoff so a deadline crossed during a slow scan
receives an immediate follow-up scan.
- Retain the coordinator gates for standby, idle drain, and shutdown.
Future timers do not count as active work. Bound expired deadline
retries during idle reconciliation so a paused worker cannot spin.
- Parse a cron expression once during a next-run search. Skip impossible
UTC dates before time-zone formatting. Preserve the existing calendar
and time-zone matching.
- Add clock, transaction, failure, SQL eligibility, and producer
notification tests. Document the scheduler behavior.

## Verification

- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- Full CI, browser tests, and security scan: passed on final head
9fc857dcec. Greptile Apex is 5/5 with no
unresolved comments.
- Final focused startup, deadline, routine, SQL eligibility, native
monitor, cron, and coordinator tests: 159 passed across seven suites.
The crossed-deadline and native-notification regressions failed before
their fixes.
- CI caught the existing startup suppression assertion. It failed
locally before restoring the outer timer-dispatch guard; all 38 startup
tests now pass.
- A canceled-drain regression also failed before the fix. Future timers
keep their saved time; only expired deadlines use the bounded idle
retry. Server typecheck and build passed again.
- The idle-drain regression reproduced 22 checks in 20 ms before its
fix. After the fix, 43 coordinator and related worker tests passed.
Server typecheck and build passed again after the review fixes.
- The broad local `pnpm test:run` attempt reported existing
host-sensitive failures. Two Git fixture tests fail identically on
unchanged c7ea5c0 because the host default `main` leaves an extra branch
in an intended master-only remote. Both pass with a command-scoped
`init.defaultBranch=master` setting. No Git settings were changed on
disk.
- A diagnostics test also fails on both unchanged master and this branch
because its broad `private` substring assertion matches the canonical
macOS temporary source path in an error stack. A local Anthropic hire
assertion failed only in the broad run; all 70 tests in that file pass
on both source revisions when run separately. Its broad-run cause is not
determined. These failures remain recorded. The full exact-head CI
matrix passed; the broad local development attempt was then stopped.
- An earlier full run was interrupted after PostgreSQL reported host
shared-memory exhaustion. One retry was stopped when timing required the
UTC optimization. Acceptance then used an owned database on the existing
local PostgreSQL service. No shared services were stopped or reset.
- Local dispatch: routine record at +0.102 s, routine agent start at
+0.171 s, monitor agent start at +0.159 s. Both scripted agents
succeeded using real run-scoped API authentication. No model provider
was called. No duplicate runs occurred during the 70-second follow-up.
Platform: macOS, Node 25.6.1, isolated database on local PostgreSQL 16,
source checkout. The final run used a fresh database and a clean
checkout of 9fc857dcec.
- The first timing run exposed the repeated cron parsing described
above. A diagnostic run showed the timer fired 1 ms after the deadline
while the annual search blocked the event loop. Parsing once reduced
local dispatch to 5.9 seconds, which still missed the five-second test
target. The next change skips impossible UTC dates before formatting. A
second regression failed before that fix. The final timing result and
duplicate check passed.
- A separate acceptance setup failed because the direct local server had
no agent signing key. That owned fixture was removed. The retry uses an
ephemeral key in its isolated process environment.
- Owned fixtures were deleted, the local runtime exited normally, and
the disposable databases were dropped. Shared services remain running.
- No production deployment or npm publication is part of this PR.

## Risks

- Known deadlines now trigger a scan between heartbeat ticks. Existing
atomic claims, suppression checks, budgets, and execution rules still
decide whether work runs.
- Direct database writers rely on the heartbeat recovery scan. Overdue
blocked work also retains that recovery interval to avoid a tight retry
loop.
- This is not a hard real-time guarantee. Provider startup, queue load,
and other synchronous work can still delay agent execution.
- No database migration or API schema change. Revert this commit to
restore interval-only dispatch.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, terminal
execution, and automated tests. The session does not expose a more
specific model version or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass for the changed areas;
full-suite CI and local exceptions 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>
2026-10-15 22:44:17 -07:00
DottaandPaperclip 59a70dc9e2 fix(workspaces): expire reproducible Git files and restore exact commits (#16457)
## Thinking Path

> - Paperclip manages AI agents and their task workspaces.
> - Isolated Git worktrees and private repository copies remain on the
host after tasks finish.
> - These files can fill the disk even when every commit is available
upstream.
> - Cleanup must retain unique files, local Git state, live work, and
recovery data.
> - This pull request records and verifies an exact-commit restoration
recipe before expiration.
> - Normal reopening restores that commit even after upstream advances.
> - The benefit is lower host disk use while finished tasks remain
available for later work.

## Linked Issues or Issue Description

Refs #10285 and #2022. Follows #16433 for skill-cache expiration.
Related #11936 provides separate host-local cleanup tooling; this change
extends the existing company-scoped lifecycle worker and normal
workspace reopening. ROADMAP.md does not specify a competing
implementation.

## What Changed

- Add opt-in expiration for verified Paperclip-owned Git worktrees after
their whole task tree has been done or cancelled for 24 hours.
- Preserve active and scheduled runs, previews, pending reopening,
unresolved recovery, dirty files, unknown ignored files, and unsupported
or unique Git state.
- Verify an authenticated fetch in a fresh object store. Save repository
identity, exact commit, branch, and ownership before any deletion.
- Rename eligible files into recorded managed trash. Resume interrupted
cleanup under source and lifecycle locks.
- Expire private base clones only after consumer, file, reference,
reflog, and object checks pass. Preserve shared project base clones.
- Rebuild missing bases and worktrees through normal reopening at the
recorded commit. Return an explicit retryable error when repository
access fails.
- Add independent workspace/base switches, dry-run reports,
reclaimed-byte counts, and operational documentation. No table, public
API, UI, or recovery-retention change.

## Verification

- Real local bare remote plus Postgres: create at A, advance upstream to
B, expire the worktree and private base, reopen at A, then make and
retain a subsequent commit.
- Final lifecycle suite: all 20 tests passed in 46.41 seconds at
`d72947a2e45be5d0c912debb03c46b15863b4798`. Review fixes cover
second-cycle expiration, newer-branch recovery, normal preparation after
restoration, branch adoption, and Git administration path controls.
Eleven existing branch reconciliation controls also passed. Covers
unique files and Git state, live descendants, scheduled runs, recovery,
previews, unauthorized access, upstream failure, concurrent reopening,
interrupted deletion, shared bases, and nested private worktrees.
- Final guard regressions: 3 affected tests passed. Existing
workspace/runtime/preparation/source controls: 328 tests passed in
238.69 seconds.
- Full repository typecheck and build passed locally. The full local
test attempt did not pass: initial native-session cases hit macOS
Postgres shared-memory exhaustion, source changes invalidated two
discovery cases, and the checkout disappeared near the end. The
final-code retry of the remaining skill and unrelated controls passed
all 103 tests. All checks passed on this exact head, including
typecheck, general and serialized tests, Runner checks, build, canary
dry-run, browser E2E, and security scans. Greptile reviewed the head at
5/5 with all findings resolved.
- Fixed a blocking CI policy false positive for
`docker-compose-secrets.test.mjs`. The test still rejects GitHub secret
expressions, including dot, bracket, and multiline forms. Its full
15-test suite passes.
- Map validation and `git diff --check` passed.
- Staging dry-run inspection, measured reclamation, and ordinary product
acceptance remain pending. No live acceptance is claimed.

## Risks

- Git restoration depends on continued upstream availability and
credentials. Cleanup skips unverified commits; restoration never
substitutes the default branch.
- File deletion requires multiple conservative proofs. Unknown or
unsupported state is retained and can limit reclamation.
- Source and lifecycle locks serialize preparation, reopening, and
expiration. Remote verification has a deadline but can delay work on the
same source.
- Start with both expiration switches disabled. When enabled, dry-run
remains the default. Rollback disables further deletion while retaining
restoration support.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused tests; full local
limitation 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>
2026-10-15 13:09:59 -05:00
86c965ce7a fix(skills): expire unused version caches and restore saved contents (#16433)
Expire idle skill-version caches with durable runtime pins, bounded discovery, conservative retention, and database-backed restoration.

Co-Authored-By: Dotta <cryppadotta@users.noreply.github.com>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-15 12:20:57 -05:00
Devin FoleyandPaperclip cda77edc60 perf(server): stop readiness waiting on startup housekeeping (#16329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On restart, `/api/health` reports `starting` until startup recovery
finishes, and deploy tooling waits for `ok`
> - After heartbeat recovery, readiness also waits for housekeeping that
every scheduler tick repeats and that serving requests does not need
> - #16330 added OpenTelemetry spans for the main startup phases; native
recovery and orphan reaping are the slow ones, and both run the native
finalization reconciliation pass, which has no inner breakdown
> - This pull request stops readiness waiting on that housekeeping, and
records the phases of slow reconciliation passes as spans
> - The benefit is faster readiness on every restart, and traces that
show where a slow reconciliation pass spends its time

## Linked Issues or Issue Description

Builds on #16330, which records `controller.startup.<phase>` spans.
Related to #16328.

**What existing behavior does this improve?**
Server readiness time after a restart, and diagnosis of slow native
recovery.

**Current behavior**
- After heartbeat recovery, readiness waits for the custom-image setup
cleanup, tool connection health (remote MCP checks), decision expiry,
the adapter and setup-token login reapers, environment lease cleanup
(provider calls) and the retention sweep. Each also runs on every
scheduler tick. On one instance they added 11–28 s to every measured
restart. A throw in any of them fails startup.
- On the same instance, native recovery took from 33 s to 11.5 min and
orphan reaping from 30 s to 4 min across restarts in one hour. Both run
the native finalization reconciliation pass. The #16330 spans time each
step as a whole, but not the phases inside that pass.

**Proposed behavior**
- The housekeeping steps run after readiness. The scheduler interval
still starts after them.
- With an OTLP endpoint, a reconciliation pass of at least one second
records a span with one child span per phase.

**Reason and benefit**
Readiness depends only on what serving requests and run recovery need.
Slow reconciliation passes become attributable to a phase in the
existing traces, without adding trace volume for the periodic pass.

**Breaking changes**
None. A failed housekeeping step no longer fails startup; it is logged
and the next step runs.

## What Changed

- `server/src/index.ts`: moves the housekeeping steps into
`runStartupHousekeeping`, which runs after readiness under
`trackHeartbeatSchedulerWork` (idle sleep and shutdown wait for it).
Each step catches and logs its own failure (`startup housekeeping step
failed`). The heartbeat scheduler interval starts when housekeeping
finishes, unless the scheduler was stopped, so the reapers still finish
before the first timer tick.
- New
`server/src/services/native-runtime/native-reconciliation-timing.ts`:
records the phase boundaries of one pass. When the pass took at least
one second and an OTLP endpoint is configured, it emits a
`controller.native_reconciliation` root span
(`paperclip.native-reconciliation`) with child spans
`legacy_workspace_exports`, `obsolete_policy_reviews`,
`automatic_completion_reviews`, `candidate_scan` and `candidates`, using
the recorded start and end times. It records `scoped` and the candidate
count only. A failed pass marks the pass span and the running phase.
Tracing failures are swallowed.
- `native-finalization-reconciler.ts`: the exported function wraps the
pass in that timing and finishes it in `finally`, so failed passes are
recorded; the original error is rethrown.
- `doc/execution-semantics.md`: what readiness waits for, and the
housekeeping order. `doc/observability.md`: the reconciliation spans.

## Verification

- `pnpm exec vitest run
src/__tests__/server-startup-feedback-export.test.ts
src/services/native-runtime/native-reconciliation-timing.test.ts
src/services/native-runtime/native-finalization-reconciler-timing.test.ts
src/startup-recovery-timing.test.ts` (in `server/`): 52 passed. New
tests:
- Readiness is `ready` while a housekeeping step hangs, and the
heartbeat interval starts only after the step settles.
- A failed housekeeping step is logged, and the scheduler still starts
after the remaining steps.
- Span timing: nothing for a fast pass or without an endpoint; a slow
pass emits the pass span and one child per phase with the recorded
times; a failed pass marks the running phase and the pass; a failing
tracer does not throw.
- The reconciler records its phases and a failed outcome when a pass
throws, and rethrows.
- Three existing startup tests settle housekeeping before they read the
scheduler interval or the setup cleanup.
- `pnpm exec vitest run src/services/native-runtime`: 4,399 passed.
- `pnpm typecheck` in `server/`: passed.

## Risks

- Housekeeping now runs concurrently with the first requests and with
`waitForExternalAdapters`. None of these steps is needed to serve
requests, and each one also runs on every scheduler tick.
- Readiness is reported earlier; the heartbeat timer starts at the same
point relative to housekeeping as before.
- The new spans exist only with an OTLP endpoint and only for passes of
at least one second.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 15:55:13 -07:00
Devin FoleyandPaperclip aec80cbc8c fix(server): keep workspace compaction out of the startup sweep (#16328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When the server starts, `/api/health` answers "starting" until
startup recovery finishes, and deploy tooling waits for "ok"
> - Startup recovery waits for the first sweep of the terminal-workspace
worker
> - #16304 added workspace compaction to that sweep. Compaction walks
worktrees, runs Git, and deletes dependency trees, and it re-checks
every eligible workspace after a restart
> - Compaction is never needed to serve requests, so it should not delay
readiness
> - This pull request skips compaction in the startup sweep only; later
sweeps compact as before
> - The benefit is that a compaction backlog cannot make a restart
slower

## Linked Issues or Issue Description

Follow-up to #16304.

**What existing behavior does this improve?**
Server startup time after #16304.

**Current behavior**
`await terminalWorkspaceWorker.ready` blocks the readiness flip until
the first terminal-workspace sweep ends. That sweep compacts every
eligible workspace in its page. The per-cycle compaction memo is in
memory, so after each restart every eligible workspace is walked and
checked with Git again, and any directories found are deleted before the
sweep ends.

**Proposed behavior**
The first sweep skips compaction. Pending compactions keep their
deadlines, so the worker wakes and a later sweep compacts them.

**Reason and benefit**
Readiness depends only on work that is needed to serve requests. On one
measured instance the first sweep took 5–8 s with compaction; with a
larger backlog, compaction could add seconds per workspace.

**Breaking changes**
None. Compaction happens one sweep later after a restart.

## What Changed

- `sweepTerminalWorkspaces(limit, signal, { compact })`: `compact:
false` skips compaction for that sweep and keeps each pending compaction
deadline.
- `registerTerminalWorkspaceWork` passes `compact: false` to its first
sweep (the one readiness waits for) and `compact: true` after that.
- `server/src/index.ts` forwards the option through the logging wrapper.
- `doc/DEVELOPING.md`: the compaction section says the startup sweep
never compacts.

## Verification

- `pnpm exec vitest run src/__tests__/terminal-workspace-work.test.ts
src/__tests__/execution-workspace-compaction.test.ts
src/__tests__/workspace-compaction.test.ts` (in `server/`): 35 passed.
- New: the worker passes `compact: false` only to the startup sweep and
`compact: true` to the next one.
- New: a sweep with `compact: false` leaves the files in place, the
compaction deadline stays due, and the next sweep compacts.
- `pnpm typecheck` in `server/`: passed.

## Risks

- Low risk. After a restart, compaction runs a few seconds later than
before. Archive behavior does not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 15:27:28 -07:00
DottaandPaperclip ebceb2a744 trace(server): time workspace, native setup and startup recovery (#16330)
## Thinking Path

> - Paperclip manages agents and their work.
> - The controller prepares workspaces before it starts a Runner.
> - A slow run can spend 30–80 seconds inside the combined workspace phase.
> - Startup recovery can also delay queued work for minutes.
> - Native runs also have gaps before Runner startup and after the provider result.
> - Existing traces do not identify the awaited steps inside those intervals.
> - This change adds closed timing boundaries around the existing operations.
> - Operators can locate the wait without changing execution or exposing content.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Operator-configured OpenTelemetry diagnosis of controller preparation and startup recovery. Related: #16178, #16236 and #16285 introduced the existing preparation timing and sampling contract. #16306 and #16312 reduce separate configuration and copyback work.

**Current behavior**

The workspace interval combines source resolution, trust checks, provisioning, database persistence, binding and repository admission. Startup awaits accounting and native recovery before queued work resumes, but neither has a separate duration. Native backend setup and post-turn cleanup also contain unmeasured awaits. CPU profiles and a fast database probe cannot identify which await is slow.

**Proposed behavior**

Record workspace steps and native controller setup and cleanup with the existing hashed run ID. Record startup phases as independent, operator-sampled root spans without custom attributes. Keep the same operation order, results, failures and authorization.

**Reason and benefit**

These boundaries distinguish source work, database writes, repository admission and restart recovery. This is a diagnosis change. It does not claim a response-time improvement or a solved latency budget.

## What Changed

- Add 14 closed workspace step names around 16 existing awaits. Repeated updates and bindings produce separate spans.
- Time startup tool reviews, gateway sessions, delivery-worker readiness, accounting, plugin readiness, native recovery, hot restart, orphan reaping, retries, queued work and goal recovery.
- Time native GitHub setup, wake binding, backend construction, connector assignments, MCP discovery, tool authority, companion selection and binary resolution. Time selected post-turn GitHub, coordinator and instruction cleanup awaits.
- Move preparation timing to a pure shared module. Keep the existing heartbeat import as an alias. Both heartbeat and native timing skip tracer lookup when the endpoint is unset or blank, including when another library registered a provider.
- Tracing lookup, callback, status and end faults cannot repeat work or replace its value or error.
- Add real PostgreSQL workspace timing coverage and silent no-op/fault controls. Update the tracing contract and paired run maps.
- Keep span attributes closed. Startup spans add none; workspace steps use only the existing run hash. No commands, paths, returned records or exception messages are recorded.

## Verification

- Diagnostic-gap baseline: the new real workspace test fails against the unchanged workspace implementation because the expected step spans are absent. It passes with the wrappers.
- Final affected coverage: **804 distinct cases pass** across seven complete suites: 698 native-executor cases, 39 real PostgreSQL workspace cases, 61 timing/context/startup cases, and six execution-configuration integration cases. The final native and unit invocations pass with no selected skips. The workspace suite passed in the initial six-file invocation on the same final workspace source.
- Preserve the initial six-file attempt as failed: **7 failed and 789 passed**. All seven errors occurred during embedded PostgreSQL startup. The log reports local macOS shared-memory exhaustion. A fresh 15-case database group passes, followed by the complete 698-case native suite. These runs overlap; do not add their counts.
- The new native timing assertion fails against unchanged native code because the expected spans are absent. It passes with the wrappers and retains the credential-isolation assertions.
- Full `pnpm -r typecheck` and `pnpm build`: passed on the final production source. Earlier nullable-closure errors are fixed with erased assertions inside existing guards. The failed attempts remain recorded.
- Normalized AST comparison: removing only timing wrappers, timing imports/local handles and erased assertions restores the original workspace, startup and native executor programs. This checks call order and policy expressions; it is not live acceptance.
- The expanded head first failed two configuration integration assertions because their test providers had no endpoint. Configure the endpoint explicitly in those two tracing tests, and restore it after each test. All six cases then pass with the original credential cleanup, redaction and exact span assertions. Production is unchanged by this repair.
- The first PR head failed one unchanged attachment test at its 15-second deadline in CI. The complete 32-case attachment suite passes locally with that deadline. Do not label the failed CI attempt green. The expanded head needs fresh full CI.
- `node scripts/check-maps.mjs`: passed, 35 areas and 176 capability IDs. `node scripts/storybook-catalog.mjs`: 283 files and 2,728 stories. Structural checks only; no browser, play or Storybook build claim.
- `git diff --check`: passed. No added prose comments, lockfile changes or new 1,000-line crossings.
- A duplicate full local test run was not started. Fresh exact-head full CI and E2E pass on `15a683bb2419960f611584f8c07cdcfc9ce3af0b`. All 56 check runs are successful or optional skipped. Superagent and legacy Snyk pass. Completed Apex review is 5/5 on this same head, with zero unresolved review threads.

Commands:

```sh
pnpm exec vitest run --project @paperclipai/server --maxWorkers=1 --fileParallelism=false server/src/services/native-runtime/native-session-executor.test.ts server/src/services/execution-preparation-timing.test.ts server/src/startup-recovery-timing.test.ts server/src/services/heartbeat/preparation-timing.test.ts server/src/services/heartbeat/preparation-timing-context.test.ts server/src/services/heartbeat/workspace-preparation.test.ts
pnpm -r typecheck
pnpm build
node scripts/check-maps.mjs
node scripts/storybook-catalog.mjs
```

## Risks

- Configured operators receive more spans. They still follow the configured sampler and exporter.
- Startup spans measure the awaited phase, including remaining readiness waits. They do not measure earlier worker construction or a provider turn.
- Workspace and native setup intervals overlap their containing phases. Do not add them to the parent duration. Native timing covers named awaits, not every statement or every error path.
- These spans are not yet deployed or tested against a live latency run. No first-party Telemetry event, run-log write, schema or API changes are included.

## Model Used

OpenAI GPT-6 through Codex, with tool use and code execution. The exact served variant and context-window size are not exposed to this task.

## Checklist

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-14 17:16:07 -05:00
Devin FoleyandPaperclip 5b29b9062e fix(server): compact finished task worktrees and shorten the reaper cooldown (#16304)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each task can run in its own isolated Git worktree, and each
worktree installs its own dependencies
> - The terminal-workspace reaper removes a worktree only when the task
tree is finished, the delivery is merged, the files are clean, and a
7-day cooldown has passed
> - A recurring task that runs every hour keeps a week of worktrees, and
each worktree holds gigabytes of `node_modules`. A finished task with no
merged pull request, or with leftover agent files, keeps its worktree
forever
> - On a busy instance this fills the disk in days, and a larger volume
only delays the next failure
> - This pull request adds compaction: one hour after a task tree
finishes, the reaper removes regenerable directories from the worktree
and keeps the workspace, the branch, and all source changes
> - The benefit is that finished tasks stop holding gigabytes of disk,
and no work is lost because a resumed task regenerates the files when
its workspace is provisioned again

## Linked Issues or Issue Description

Refs #2022 (retention for workspace cleanup). Related: #11936 and #14608
add external reclaim scripts (a scheduled tool and a disk-guard step).
This pull request does the reclaim inside the server's
terminal-workspace reaper instead. That way it uses the reaper's
lifecycle lock, issue-tree checks, and live-run checks, and needs no
extra scheduler.

**What existing behavior does this improve?**
Disk retention of execution workspaces after their tasks finish.

**Current behavior**
A finished task keeps its full worktree, including installed
dependencies and build output, for at least 7 days. If the delivery is
not merged, or the worktree has uncommitted or untracked files, the
reaper never removes it. On one instance, an hourly recurring task
created about 22 worktrees per day at about 3 GB each (about 2.8 GB of
that was `node_modules`). Together with finished tasks that had no
merged pull request, they filled a 100 GB volume in about two days.

**Proposed behavior**
One hour after a task tree becomes terminal, the reaper removes
regenerable directories (installed dependencies, build output, tool
caches) from the worktree. It keeps the worktree, the branch, the
commits, and every tracked, untracked, or other ignored file. When the
task resumes, the existing reuse path runs the provision step, which
reinstalls the dependencies. Clean, merged worktrees are archived after
1 day instead of 7.

**Reason and benefit**
Most of a finished worktree's size is regenerable. Compaction removes
that part without the risk of deleting work, so it can apply to
workspaces that the reaper must keep (no merged pull request, leftover
files). The shorter cooldown limits the cost of the source checkouts
that stay.

**Breaking changes**
None. The default archive cooldown changes from 7 days to 1 day.
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` still overrides it.
`PAPERCLIP_WORKSPACE_COMPACTION_ENABLED=false` turns compaction off.

## What Changed

- New `server/src/services/workspace-compaction.ts`:
- Finds directories with a regenerable name (`node_modules`, `dist`,
`build`, `coverage`, `storybook-static`, `target`, `.cache`, `.next`,
`.nuxt`, `.parcel-cache`, `.svelte-kit`, `.turbo`, `.vite`).
- Keeps only the directories that the repository's own `.gitignore`
files ignore and that hold no tracked file. A negated pattern
(`!build/`), a global excludes file, and `.git/info/exclude` do not
count. Each candidate is checked per path, so dependencies below an
ignored parent (`vendor/tool/node_modules`) are found.
- Searches inside a regenerable-named directory that does not qualify
(for example a tracked `build/`), so its ignored dependencies still go.
- Never enters `.git` or `.paperclip` (the worktree instance data), and
never follows a symlink.
- Each Git read has a 60-second deadline and stops when the sweep is
aborted.
- Moves the directories into `.paperclip-compaction-trash` beside the
worktree with a same-filesystem rename, and can restore them.
- `sweepTerminalWorkspaces` compacts each terminal workspace once per
terminal cycle, after the compaction delay and before the archive
cooldown check:
- Only isolated linked Git worktrees qualify. A shared workspace, a
project's main checkout, or a row whose `.git` is a directory is never
compacted.
- The move runs inside a transaction that holds the workspace lifecycle
lock. The guard checks a fresh row and the same lifecycle generation. It
also checks that the issue tree is terminal, that no queued or running
run works on the tree or the workspace (by checkout or execution run, or
by run context), and that no runtime service runs from the workspace.
- The guard runs before the move and again after it. If the second check
fails (for example, the task reopened or a run started), the directories
move back. Otherwise the trash is deleted.
- The worker wakes at the compaction deadline, not only at the archive
deadline.
- Stale trash from an interrupted compaction or a failed delete is
purged by later sweeps. The sweep checks each worktree parent at most
every 30 minutes, whether or not anything is left to compact.
- New counters `compacted` and `compactionFailed` in the sweep result.
The activity log gets an `execution_workspace.regenerable_files_removed`
entry with the removed paths.
- Config: new `PAPERCLIP_WORKSPACE_COMPACTION_DELAY_HOURS` (default `1`)
and `PAPERCLIP_WORKSPACE_COMPACTION_ENABLED`. The default for
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` changes from `7` to `1`. Both
new keys are added to the run-failure diagnostics allowlists.
- Docs: `doc/DEVELOPING.md` documents the new variables and has a new
"Terminal workspace compaction" section. `doc/SPEC-implementation.md`
describes compaction.
- `execution-workspaces.ts` was already above 1,000 lines. The
file-system logic is in the new module. Only the guarded orchestration,
which uses the existing lifecycle lock and run predicates, is in the
service.

## Verification

- `pnpm exec vitest run src/__tests__/workspace-compaction.test.ts
src/__tests__/execution-workspace-compaction.test.ts` (in `server/`): 27
passed. `workspace-reaper-cooldown-config.test.ts`: passed.
- Unit tests: directory selection (ignored, untracked, regenerable name
only, `.env` and local data kept, tracked `coverage` kept, `.paperclip`
skipped, symlinks not followed), nested candidates under a source
`build/` and under an ignored `vendor/`, a negated `!build/` kept,
global and `info/exclude` rules ignored, glob characters in names,
abort, main checkout vs linked worktree, move and restore, restore that
keeps a recreated directory, and stale-trash purge.
  - Embedded Postgres tests:
- A no-PR, unmerged, dirty workspace is compacted. HEAD, the branch ref,
`git status --porcelain --untracked-files=all`, untracked notes, `.env`,
local data, and `.paperclip` data stay the same, and the row stays
active.
    - A delivered workspace inside the cooldown is compacted.
    - The delay is respected, and the worker wakes at the delay.
- An active checkout run, a queued run found through its context, an
unfinished child issue, and a running runtime service all block
compaction.
- The task reopens during the move: the files are restored and
unchanged.
    - A run starts during the move: the files are restored.
    - A shared workspace and a main checkout are never compacted.
- Compaction runs once per terminal cycle and again after a later cycle.
    - Disabled compaction does nothing.
- End to end: `realizeExecutionWorkspace` creates a worktree, the sweep
compacts it, and a second `realizeExecutionWorkspace` reuses the same
worktree. The provision command regenerates `node_modules`, and the
untracked notes and the unmerged commit are still present.
- Leftover trash is purged when the workspace has nothing left to
compact.
- Mutation checks: when the post-move guard is disabled, both race tests
fail. Without the negation fix or the repository-only source fix, their
tests fail.
- `pnpm exec vitest run` for `execution-workspaces-service.test.ts`,
`terminal-workspace-work.test.ts`, `execution-workspace-reopen.test.ts`,
`server-startup-feedback-export.test.ts`, and
`workspace-runtime.test.ts`: 335 passed. Two `workspace-runtime.test.ts`
cases fail locally with and without this change (`does not diagnose a
missing remote branch as a rejected credential`, `rejects explicit main
on a master-only remote ...`). They also fail on unmodified `master` on
the same machine, so the cause is the local Git environment.
- `pnpm typecheck` in `server/`: passed. `pnpm check:module-boundaries`:
passed.

## Risks

- A repository can keep something that is not regenerable in an ignored
`dist`, `build`, `target`, or `.cache` directory. Compaction removes it.
The fixed name list, the ignore check, and the tracked-file check limit
this. `PAPERCLIP_WORKSPACE_COMPACTION_ENABLED=false` turns compaction
off.
- A repository without a provision command does not get dependencies
back automatically. This is the same state as a new worktree for that
repository, where the agent already installs them.
- A resumed task pays for a dependency install again. This happens only
for tasks that finished more than an hour earlier.
- The shorter default cooldown removes clean, merged worktrees after 1
day instead of 7. An operator who wants the old hold can set
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS=7`.
- Self-hosted instances get the same behavior. There is no schema
change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, test runs). A separate Claude agent
read the reaper code during the diagnosis.

## 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 09:49:04 -07:00