Commit Graph
276 Commits
Author SHA1 Message Date
DottaandPaperclip 4808a3a2b1 fix(heartbeat): retry operator Stop after a transaction deadlock (#17895)
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https://entire.com/gh/paperclipai/-/trails/69/changes/paperclip/69
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## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operator Stop must revoke task authority before it stops provider
execution.
> - Its transaction locks the task and then the run. A concurrent writer
can hold the run while it waits for the task.
> - PostgreSQL can abort the Stop transaction with a confirmed deadlock.
The cancel API then returns 500.
> - This pull request retries only that aborted database transaction, at
most three times.
> - Provider Stop and activity publication stay after commit, so the
retry cannot repeat those effects.

## Linked Issues or Issue Description

Refs #17639. Its agent-chat project browser test completed the product
assertions, then failed during cleanup when the cancel API returned 500.
A real PostgreSQL lock-cycle test reproduces the same `40P01` error in
the Stop transaction.

Related: #13911 addresses audit foreign-key lock contention. This change
handles a different concurrent run-writer path without changing the
schema or task/run lock order.

Stack base: #17639. This is a separate correctness repair for the sleep
migration stack, not another polling migration.

## What Changed

- Control the runner timeout regression fixture's clock so it reaches
the pending append before expiry; retain production cancellation and
late-append assertions.

- Retry the Stop authority transaction only after PostgreSQL reports
`40P01`. Make at most three attempts, with short bounded backoff.
- Discard rolled-back local run state, claim flags, and queued activity
publications before each retry. Re-read current authority under fresh
locks.
- Keep provider cancellation and activity publication outside the
retried transaction. Preserve other errors and the existing native
lock-conflict response.
- Add a real two-transaction deadlock test. Add server-side failure
tests for retry exhaustion and errors that must not retry.
- Let run-control tests use a validated disposable PostgreSQL database
URL.

## Verification

Published head: `60ba892ae9fc5faaf8cd0833694b4a66c13323c3`, targeting
master after #17639 merged at
`1ed0af41867ba40fd1d23292d395588d18c2fcbe`. The normal ancestry merge
preserves the complete five-path tested cancellation patch
byte-for-byte, including the review repair, and all four unrelated
current master paths. The production retry logic remains unchanged from
this slice's reviewed implementation; the follow-up adds coverage and
its audit.

- **228 distinct complete cases pass:** all 48 run-control cases and all
180 native-session runtime cases. The two new targeted cases are
included in 48 and are not counted again. Server typechecking, build and
module-boundary checks also pass.
- The new real PostgreSQL cases reach a failed native run's correlated
Stop claim, cancellation fence, board handoff retirement and activity
write before raising `40P01`. One case preserves retry authority and
commits exactly one cancellation activity/live notice. The other changes
coordinator authority between attempts, returns 409, preserves the
failed run and handoff, and performs no provider/workspace cleanup.
- A negative control removes only the publication-list reset. It fails
with two live notices for one durable activity. Production was restored
byte-for-byte before final validation. The existing actual
two-connection deadlock, bounded attempts, non-deadlock rejection and
post-commit provider behavior remain covered.
- Preserve the initial new-assertion typecheck failure (optional
live-event payload) and the corrected final pass. Service-local test
files are typechecked; `src/__tests__` is excluded. The negative-control
harness initially expected an untruncated Vitest assertion line; the
actual named 1-versus-2 failure and restoration were inspected before
correcting its result matcher.
- [Current-parent acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/60ba892ae9fc5faaf8cd0833694b4a66c13323c3/doc/plans/2026-10-28-cancellation-deadlock-acceptance.md)
records current scope, commands, isolated fixtures, mutation evidence
and limits. Earlier combined-stack counts retain their original revision
scope. The existing controlled runner timeout/late-append fixture is
retained and passes within the complete 180-case runtime suite.
- This addresses the prior Ponytail request to exercise native claimed
state before deadlock rollback and re-evaluate authority afterward. The
advisory loop-invariant snapshot/named-attempt-bound note remains a
maintainability suggestion, not a runtime defect. No production loop
refactor or new worker duty is introduced.
- **All 58 current checks are clean; Greptile and Ponytail both rate
this exact head 5/5.** Ponytail explicitly confirms that the
native-claim coverage request is resolved and says Ship. The formerly
queued dependency/quality review workflow has completed successfully.
Old `fffc`/parent checks and reviews are not current passes; the former
pending Snyk status is not called successful. Actual failing Ponytail
findings must be fixed. Missing/stopped/paused turns without a verdict
are authorized nonblockers. Active unfinished reviews retain their
original per-head timer, with a 25-minute monitor cutoff respecting the
30-minute maximum.
- No full local repository matrix, live provider execution, external
alarm, physical host/database suspension or savings claim is made. No
schema, dependency, workflow, shared scheduler contract or shared OS
resource changes are introduced.

## Risks

- Persistent contention still returns an error after the third attempt.
This change does not promise to eliminate every possible lock cycle.
- Retrying a write after an ambiguous connection failure would be
unsafe. The retry accepts only PostgreSQL's confirmed deadlock abort
code; it does not accept transport errors.
- No schema or public API contract changes. Current task/run authority
and cancellation eligibility are checked again on each attempt.

## Model Used

OpenAI GPT-6 via Codex, with shell, GitHub CLI, TypeScript, PostgreSQL,
and Playwright 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>
2026-10-28 11:46:58 -05:00
DottaandPaperclip 1ed0af4186 fix(server): wake native chat progress from committed changes (#17639)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat users receive coarse progress updates while native runs
execute.
> - A recurring chat pass scans saved run events even when no progress
changes.
> - This traffic prevents an idle database from staying idle.
> - Events, lineage changes, and publication state already identify when
projection can change.
> - This PR gives native progress its own commit-driven worker and
schedules only unfinished work.
> - Idle progress stops scanning while restart and recovery preserve
delivery.

## Linked Issues or Issue Description

Refs #17606. This is slice 29 of the recurring-server-work stack, based
on `codex/sleep-28-chat-run-milestones`. It owns native chat progress
only. Related historical optimization: #16845. The parent and this PR
must land in stack order.

**What happened?**

Native chat progress is still called by the one-second chat
reconciliation loop. It repeatedly selects run events with no new work.
Its cursor also truncates PostgreSQL timestamp precision, which can
repeat a rejected full page forever.

**Expected behavior**

Committed events and eligibility changes should wake the projection
owner. Existing rows should reconstruct work after restart. A settled
worker should have no recurring database activity. Full batches, lock
contention, and errors must retain recovery.

**Steps to reproduce**

Start an otherwise idle instance with chat history. Observe the native
progress lane in the recurring chat coordinator. For the cursor defect,
create a full page of suppressed candidates sharing a microsecond
timestamp and one eligible later candidate. The old cursor fails to
advance.

## What Changed

- Extract native progress from lifecycle milestones into its owning
service. Keep the public combined API and budget compatible.
- Register a scoped worker with the existing delivery coordinator and
scheduler. Remove native progress from the recurring chat coordinator.
- Notify before allowlisted event writes in both persistence owners.
Preserve outer commit, rollback, duplicate detection, and the ordinary
non-progress log fast path.
- Extend the existing lineage/authority notification boundary once.
Failed-publication replay and operator retry carry their issue scope.
First working publications signal progress so commit ordering cannot
strand an already-inspected event.
- Limit notification payloads to company/task IDs so wider caller inputs
never serialize database handles or private fields. Load task-binding
fields only for progress event kinds; other native/recovery events
retain their narrow lock query.
- Preserve current safe phrases, cadence, phase deduplication, provider
policy, authorization, and final-output precedence.
- Retry concrete issue/run lock contention. Disarm deleted or terminal
candidates. Preserve scoped dirty work across batches, failures, drain
and shutdown.
- Preserve PostgreSQL timestamp precision in pagination. Add a bounded
regression for the former infinite rejected-page scan.
- Document the producer audit, lifecycle contract, failures, and
remaining limits in
`doc/plans/2026-10-25-native-chat-progress-sleep-audit.md`.

## Verification

Published head: `b7ee820e49fd06c780b36b79d9b1c0883557fb73`, targeting
master after #17606 merged at
`5f0da562dbfdf3229f3cd4bb3dc742ab541986b4`. A normal ancestry merge
preserves the complete 18-path native-progress patch byte-for-byte
relative to its verified parent, with all six unrelated current master
paths intact. No new production change was introduced during final
reconciliation.

- **163 distinct selected cases pass on the verified unchanged patch:**
137 across eight complete suites (native progress, atomic event append,
all five milestone worker suites, and app admission wiring), plus 26
real chat integration cases selected by `native progress`. The other
1,595 chat integration cases were skipped, not passed.
- The full worker suites cover restart, committed events, trace
reprojection, duplicate/no-progress events, first-working publication
ordering, concrete lock contention, issue scope, backlog, drain/resume,
failures and shutdown. Settled history leaves no recurring SQL. The real
chat cases verify operator retry and replay, microsecond pagination,
authority, cadence, phase deduplication, final/question precedence and
redaction.
- The sole earlier parent conflict preserves both this slice's
issue-scoped retry wake and the exact voice conversation scope. The
current parent's milestone producers, onboarding completion guard,
identity query/read-scope coverage, migration 0397 and voice
cleanup/retention repairs remain present.
- Server production typechecking, build and module-boundary checks pass.
The selected server tests live under the excluded `src/__tests__` path
and were executed separately. Each database owner uses a new isolated
app-migrated PostgreSQL fixture.
- [Current-parent acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/b7ee820e49fd06c780b36b79d9b1c0883557fb73/doc/plans/2026-10-25-native-chat-progress-sleep-audit.md#current-milestone-parent-acceptance-october-28)
records current counts and scope. Older combined checks and failures
retain their original revision scope and are not added to 163. No new
table, dependency, workflow, migration, or scheduler contract is
introduced.
- **Exact-head Greptile is 5/5 and all 55 current checks are clean.** No
Ponytail review is present, which is an explicitly authorized
nonblocker; no failing verdict is waived. Older head/parent reviews are
not current passes. Actual failing Ponytail findings must be fixed.
Missing/stopped/paused turns without a verdict are authorized
nonblockers; active unfinished reviews retain the original per-head
timer with a 25-minute monitor cutoff respecting the 30-minute maximum.
- No complete local repository matrix, live provider tenant, external
wake, physical host/database suspension or savings claim is made.
Following stack duties remain separate.

## Risks

- Signals are process-local under the existing single active writer
contract. Independent SQL writers or another active process need an
explicit wake integration.
- Allowlisted direct log writes now use a transaction. Native bound runs
register transaction intent; unrelated direct event types retain their
atomic-statement path.
- The shared eligibility boundary wakes both lifecycle and native
projection. It does not decide provider policy or copy event payloads.
- The existing 24-hour selection window, event-time cadence and
authority checks remain. A suppressed event is not retried just because
wall-clock time passes.
- This establishes worker quiet, not whole-instance suspension. Cloud
alarm coverage and conservative sleep gates do not change. Other chat
maintenance remains on its existing cadence.
- This actual-master reconciliation still requires fresh exact-head
review and CI before protected merge. Subsequent slices retain their own
gates.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:22:29 -05:00
DottaandPaperclip 5f0da562db fix(server): wake chat lifecycle milestones from committed changes (#17606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected chats show safe notices when a run starts, waits,
finishes, or fails.
> - A recurring scan projected these notices even when no eligible work
existed.
> - Eligibility depends on committed run state, conversation lineage,
and current authority.
> - Existing database rows can reconstruct that work after restart.
> - This PR wakes a scoped worker from those writes and removes
lifecycle polling.
> - Native progress events keep their separate existing owner until the
next migration.

## Linked Issues or Issue Description

**What happened?**

The chat maintenance timer repeatedly scanned run lifecycle state. Empty
and settled instances still queried the database. A run-status event
alone cannot replace the scan: prompt receipts, continuation receipts,
identity changes, and restored authority can make a run eligible later.

**What did you expect?**

Committed changes wake projection. Startup reconstructs eligible work. A
completed pass stops until another relevant change arrives. Failed work
retains recovery without scanning settled history forever.

**Steps to reproduce**

Configure an automatic chat endpoint. Finish its work, or leave it
unused. Observe recurring lifecycle projection queries from the chat
maintenance callback.

Stacked on #17592. Related foundation: #15625. This PR owns lifecycle
milestones only.

## What Changed

- Preserve upstream coalesced Cloud membership writes together with
locked membership restoration and its committed chat notification.

- Signal milestone eligibility from the real Slack account-link
transaction.

- Register the lifecycle worker with the existing delivery coordinator.
Remove lifecycle projection from the periodic chat callback. Keep native
progress in a separately named lane and preserve the explicit combined
API.
- Reconstruct company/issue scopes from the existing selector. Drain
bounded batches with company fairness. Retry failures, retain writes
through drain/resume, and disarm settled work.
- Signal from supported run, presentation, interaction, receipt,
lineage, conversation, recovery, and authority writers. Preserve their
transaction ownership, including nested savepoints and uncertain
settlement. No new table is added.
- Preserve provider authorization, authored-final suppression,
responsible-user continuity, deduplication, the 24-hour selection
window, and raw-output restrictions. Keep provider interpretation in its
owner.
- Preserve PostgreSQL timestamp precision in lifecycle pagination.
Rejected submillisecond candidates must not repeat the same page and
starve later notices.
- Document producer coverage and alternate-writer dispositions in
`doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md`.

## Verification

Published head: `1d056f68c5b1005933b9e12de8745bf1c4cbeeca`, targeting
master after #17592 merged at
`7d75ae0569e41786640cf09647ae8849411d2f22`. A normal merge integrates
the actual landed parent. The entire 77-path milestone patch is
binary-identical to the locally verified preparation across that
ancestry reconciliation; both unrelated master paths are preserved. The
four earlier producer/test integration conflicts retain scoped milestone
and voice notices, current onboarding completion admission, and expanded
identity query/read-scope coverage.

- **330 distinct selected cases pass on the verified unchanged patch:**
305 across 14 complete suites (all five milestone worker suites, run
identity, board claim, Cloud provisioning, auth session routes, Cloud
actor authentication, stale-lock recovery, GitHub credentials, project
Git authorization, and app admission wiring), plus 25 selected real chat
producer cases. The remaining 1,590 chat integration cases were skipped,
not passed.
- The real producer cases cover saved milestone discovery, GitHub and
Slack identity changes, account-link rollback/reconfirmation, ordinary
ingress reactivation, post-close action/delivery receipt settlement, all
ten authority-restoration paths including Cloud synchronization, and
changed native review metadata.
- Worker coverage verifies outer commit, rollback, uncertain-write
recovery, restart, bounded batching/fairness, timestamp precision,
retries, drain/resume, and settled SQL quiet. Authorization and existing
publication deduplication remain with their owning services.
- Server production typechecking, build, and module-boundary checks
pass. The tests above were executed separately. Production typechecking
excludes `src/__tests__` and does not replace those runs. Each database
owner uses its own newly created and app-migrated PostgreSQL fixture.
- [Current-parent acceptance and preserved failure
ledger](https://github.com/paperclipai/paperclip/blob/1d056f68c5b1005933b9e12de8745bf1c4cbeeca/doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md#current-parent-integration-and-acceptance-october-28)
records commands, counts, producer scope, conflict dispositions, and
limits. Earlier combined-stack counts and failures keep their original
revision scope; local acceptance does not erase old CI failures.
- No new migration, queue table, dependency, workflow, or shared
scheduler contract is introduced. Parent migration 0397, bounded consent
recovery, voice cleanup/retention repairs, and runner checkpoint
restoration remain present.
- **Exact-head Greptile is 5/5 and all 55 current checks are clean.** No
Ponytail review is present, which is an explicitly authorized
nonblocker; no failing review is waived. Older reviews and parent checks
are not current passes. Actual failing Ponytail findings must be fixed;
an absent/stopped/paused turn without a verdict is an authorized
nonblocker. Active unfinished Ponytail uses its original request/start
timer, with a 25-minute monitor cutoff respecting the user's 30-minute
maximum.
- No complete local repository matrix, live provider tenant, external
alarm, physical host/database suspension, or fleet savings claim is
made. Native progress remains a separate following slice.

## Risks

- A future eligibility writer must notify the existing projection
boundary. Independent SQL writers or another active server process are
outside this process-local signal contract.
- Authority and lineage remain sensitive. The worker uses the existing
selectors and publication policy; it does not grant execution or
disclosure authority.
- Native progress and other publication maintenance still have recurring
work. This PR removes one reason, not the entire chat maintenance timer.
- Worker quiet does not prove database suspension, host sleep, or
external alarm coverage. Cloud sleep blockers remain unchanged.
- Merge eligibility requires passing current-head CI and Greptile 5/5
after this actual-master reconciliation. Subsequent stack slices retain
their own gates.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and
context-window size are not exposed. Used repository inspection,
reasoning, shell execution, PostgreSQL tests, browser E2Es and GitHub
tools.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:07:54 -05:00
DottaandPaperclip 7d75ae0569 fix(server): recover Teams attempts from saved claim deadlines (#17592)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Teams file delivery saves a claim before each provider operation.
> - A crashed operation can leave that claim unfinished.
> - Periodic maintenance scans for abandoned claims even when none
exist.
> - This PR wakes recovery from committed changes and the saved claim
deadline.
> - Empty work becomes quiet while unknown effects remain safe to
review.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Teams abandoned file-transfer recovery. This is slice 27, stacked on
consent expiry #17590.

**Current behavior**
The remaining Teams maintenance callback scans every 30 seconds for
expired transport claims. It runs from shared publication maintenance.

**Proposed behavior**
The Teams owner reconstructs existing claim deadlines at startup and
reloads a transfer after its committed update. At expiry it clears the
claim and preserves the existing unknown-outcome or conflict state.
Normal receipt settlement removes the deadline.

**Reason and benefit**
Remove the last periodic Teams maintenance scan without resending a
possibly delivered card or file.

**Breaking changes**
No schema or public API change. Explicit diagnostic recovery methods
remain compatible. Consent expiry stays with its separate parent worker.

## What Changed

- Add a Teams-owned worker for consent_sending, uploading,
file_info_sending and conflict rows with a saved attempt expiry.
- Notify from the existing versioned update before writes. Preserve
transaction ownership and shared uncertain-write reconciliation.
- Expose a narrow per-transfer recovery method that uses the existing
lock order, integrity checks and atomic projection.
- Remove the periodic Teams maintenance callback and its
publication-maintenance invocation.
- Add real claim, receipt, conflict, backlog, restart, precision,
failure, drain and shutdown tests. Wire the owner through existing app
admission gates.
- Retain the existing signoff cancelled-run selection test and GitHub
inline retry-window race assertion.
- Document supported writers, remaining sleep limits and the failure
ledger in `doc/idle-teams-attempt-recovery.md` and its linked audit.

## Verification

Published head: `24c54399909105984e2a10f5869064984f69c472`, targeting
master after consent #17590 merged at
`4a89456bb3f9aef87cfe0e922e8b9d1a777a6c7e`. A normal ancestry merge
reconciles the landed squash with the previously verified child. The
complete 13-path binary patch is identical before and after
reconciliation, and all 30 unrelated master paths are preserved. This
adds no new worker behavior; the 239-case local evidence below belongs
to the verified unchanged patch. All 58 current-head checks are now
clean, including the complete required CI run. Greptile is 5/5 at this
exact head. The current Ponytail turn is paused without a verdict, which
is an explicitly authorized nonblocker; no failing review is waived.

The complete 13-path slice preserves the reviewed attempt implementation
and inherits the parent's report migration 0397, bounded consent worker
and retention CI test repair. No new schema, queue table, shared
scheduler contract, workflow or lockfile change is added by this duty.

- **239 distinct selected cases pass:** 221 across five complete
transfer/publication/consent/runtime/app-wiring suites, 16 selected real
Board/Teams-authority/GitHub-retry integration cases, and two delegated
Slack policy cases. Other chat integration cases (1,579) and
connection-management cases (81) were skipped, not passed. Each database
owner uses a new isolated PostgreSQL database.
- Real Board publication saves an active attempt deadline; its confirmed
receipt retires recovery, and SQL stays quiet afterward. The inherited
consent producer and authority cases still pass. Lifecycle coverage
exercises claim stages, unknown-outcome quarantine without repeating
provider I/O, conflicts, rollback, restart, precision, backlog/fairness,
failure recovery, drain and shutdown. The changed GitHub metadata/retry
race passes without duplicate assessments.
- The old server10 CI failure, run `40557802358` job `122390238707`, was
a delegated Slack invitation rate-window assertion (2,122 passed/one
failed/15 skipped in that shard). The verified parent already contains
its Date-only fixture fix. Both linked and invitation cases now pass
their full caller/target/shared-policy scenarios on a fresh server
fixture; no duplicate policy change or new owned file was added. That
old failure is preserved rather than called a pass.
- Server production typecheck, build and module-boundary checks pass.
Test files were executed; production typechecking does not statically
check them. The existing test-only signoff cancelled-run selection fix
is retained but was not executed locally in this acceptance; fresh
remote E2E gates remain required.
- [Current-parent acceptance and preserved failure
ledger](https://github.com/paperclipai/paperclip/blob/24c54399909105984e2a10f5869064984f69c472/doc/plans/2026-10-25-teams-attempt-recovery-sleep-audit.md#current-consent-parent-preparation-and-acceptance-october-28)
records current scope, commands, counts and limits. Earlier 235-case and
combined-stack counts belong to their stated revisions and are not added
to 239. The [stack
ledger](https://github.com/paperclipai/paperclip/blob/24c54399909105984e2a10f5869064984f69c472/doc/plans/2026-10-24-recurring-server-sleep-stack.md)
retains inherited failure history. No complete local repository suite,
live Teams/Slack tenant, external wake, physical suspension or savings
claim is made.
- **Exact-head Greptile 5/5 and all 58 checks are clean.** Actual
failing Ponytail findings must be repaired; a missing/stopped/paused
turn without a verdict is an authorized nonblocker. An active no-verdict
turn waits at most 30 minutes from its original request/start (25-minute
monitor cutoff). Older reviews and parent checks are not treated as
current passes.

## Risks

- Recovery must not infer that an expired claim means a provider effect
did not happen. It retains unknown outcomes and does not resend.
- Late receipts must still match current claim identity. Current-state
rechecks and existing protocol tests preserve this fence.
- Supported deployment uses one active writer process through its owning
DB client. Independent SQL and additional processes need a separate wake
contract.
- Cloud external alarm coverage and sleep eligibility are unchanged.
Other chat duties still run periodically until their own migrations.
- Voice-report parent review repairs are propagated: explicit
single-active-writer scope and an indexed report window. Thirty
report-worker/startup tests pass on the combined child. Fresh remote
checks, older stack findings and final master reconciliation remain
required.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, tool use and
code 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 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
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>
2026-10-28 10:51:16 -05:00
DottaandPaperclip 4a89456bb3 fix(server): schedule Teams consent expiry from saved deadlines (#17590)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Teams file delivery saves consent and transfer state in the
database.
> - Unused consent must expire even when no new message arrives.
> - The maintenance loop currently checks this state every 30 seconds.
> - This PR schedules each existing consent deadline and wakes on
committed changes.
> - Empty or settled consent work stops querying while expiry remains
recoverable.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Teams unused file-consent expiry. This is slice 26 of the
recurring-server migration stack, following merged #17586 and targeting
master.

**Current behavior**
The Teams maintenance callback scans for expired unused consent and
abandoned transport attempts together, even when consent work is empty.

**Proposed behavior**
The Teams owner reconstructs unused consent at startup and reloads one
transfer after a committed write. The shared scheduler runs its saved
expiry. Abandoned attempts keep their current recovery until a separate
slice migrates them.

**Reason and benefit**
Remove unnecessary consent queries without losing expiry, atomic
publication projection, or recovery after restart.

**Breaking changes**
No schema or API change. The explicit combined recovery method remains
available. Cloud sleep eligibility and external alarms remain unchanged.

## What Changed

- Add a Teams-owned scoped deadline worker for the three unused consent
phases. Registered reconstruction yields after one 100-row page per
scope refresh and resets cursors on registration; the explicit
diagnostic inventory still returns every eligible row.
- Signal before insertion and the existing versioned update inside the
owning transaction. Nested writes wait for outer settlement.
- Extract the existing locked per-transfer recovery operation. Preserve
authority checks, atomic projection, bounded lock waits and
unknown-outcome quarantine.
- Remove unused consent from periodic maintenance selection and
execution. Keep abandoned attempts as a separate obligation.
- Register the worker through existing app lifecycle gates. Add
lifecycle, producer, production wiring and precision regressions.
- Document supported writers, remaining sleep limits and the failure
ledger in `doc/idle-teams-consent-expiry.md` and its linked audit.

## Verification

Published head: `9e84cfab1f795279c8cec413a946631f1d781bd2`. This
follow-up changes only the inherited voice-retention test and its CI
failure ledger; all production behavior is unchanged from `36f43922`. It
normally merges actual landed master/report parent
`8049fbf51d0701ca6b242e4b1198e5449f7661b2`. The verified 12-path Teams
patch was byte-identical across the actual-parent ancestry integration.
This test-only CI follow-up adds one existing retention test path,
bringing the final scope to 13 paths. Every unrelated master change,
report documentation fix, and migration 0397 is preserved. No database,
shared-worker, workflow or lockfile change belongs to this slice.

- **223 distinct selected cases pass:** 209 across five complete
transfer/publication/consent/runtime/app-wiring suites, plus 14 selected
real Board-producer and Teams-authority integration cases. The other
1,580 integration cases were skipped, not passed. The protocol and
production consumers use separate new PostgreSQL databases migrated
through the application migrator.
- A real 105-transfer regression failed against the original worker
because one registered startup pass selected 105 rows instead of
yielding at 100. The corrected worker uses the existing paged shared
contract. Restarting the same service midway through discovery selects
the first 100 again, restores all 105 saved deadlines and expires them
at the original deadline. SQL is quiet before the deadline and after
settlement, with no consent-card or upload requests. The one-shot
inventory still returns all 105 rows.
- A guarded mutation removing only cursor reset fails at five rows
instead of 100 after restart. The original production source was
restored before the complete suites. The initial regression fixture
incorrectly faked network timers before its first SQL connection and
timed out; that setup failure is retained separately from the corrected
105-versus-100 regression. No assertion or timeout was weakened.
- The real Board producer registers the worker before publication,
commits the transfer wake, preserves the saved expiry, remains SQL-quiet
until due and atomically projects expiry to a cancelled publication
without another provider request. Existing authority and consent
transitions remain covered.
- Complete lifecycle coverage retains all three consent phases,
precision rounding, rollback and held outer commit, exact-row hints,
expiry recheck, failed projection retry, corrupt-row fairness,
drain/resume, shutdown and separation from abandoned-attempt
maintenance. Production server typecheck, build and module boundaries
pass. Server production typechecking does not statically check test
files; those files were executed.
- [Current bounded reconstruction and failure
ledger](https://github.com/paperclipai/paperclip/blob/36f43922b0a408f76adb7de31280812e9b752019/doc/plans/2026-10-25-teams-consent-expiry-sleep-audit.md#bounded-reconstruction-and-current-parent-acceptance-october-28)
records exact scope, counts, guarded mutation, corrected timer setup,
earlier fixture failures and limitations. Earlier 222-case and
combined-stack results belong to their stated historical heads; they are
not added to 223 or claimed rerun here. The [stack
ledger](https://github.com/paperclipai/paperclip/blob/36f43922b0a408f76adb7de31280812e9b752019/doc/plans/2026-10-24-recurring-server-sleep-stack.md)
retains inherited failure history. No complete local repository-suite,
live Teams tenant, Cloud wake, host/database suspension or savings claim
is made.
- **Fresh exact-head Greptile 5/5 and all CI are required.** Actual
failing Ponytail findings must be repaired. A missing/stopped/paused
turn without a verdict is an authorized nonblocker; an active no-verdict
review waits at most 30 minutes from its original request/start
(25-minute monitor cutoff). Older scores and parent checks are not
accepted as current passes.

- **Preserved inherited CI failure:** prior head `36f43922` had
exact-head Greptile/Ponytail 5/5 but CI run `40708566195` server6 job
`122887395220` failed the retention fairness assertion (2,291 passed/one
failed/one skipped in that shard). A fixed final UUID reproduces the
wrong expectation that an undiscovered page-two row is already deleted.
The corrected test controls time, expects that row to remain before
discovery and requires its deletion in the next fair batch, then all
remaining history and idle SQL. The existing five-second wait budget and
global timeout are unchanged. All 13 retention lifecycle cases pass;
bypassing company rotation fails the corrected assertion, and the
original shared helper is restored byte-for-byte. Earlier 223-case Teams
acceptance remains valid for unchanged Teams source and is not relabeled
as a new complete repository run. [Full CI repair
ledger](https://github.com/paperclipai/paperclip/blob/9e84cfab1f795279c8cec413a946631f1d781bd2/doc/plans/2026-10-25-teams-consent-expiry-sleep-audit.md#inherited-retention-ci-fairness-repair-october-28).
Fresh CI and exact-head reviews are required for this test-only
follow-up; old scores are stale.

- **Current merge gates:** all 58 checks are now clean for this exact
head and Greptile is 5/5 with no actionable findings. The current
Ponytail turn is paused without a verdict, an authorized nonblocking
state. Workflow `40712464720` attempt 1 independently hit npm
`ECONNRESET` during the serialized8 job's tool self-installer, before
its tests ran. Exactly one targeted job retry was requested after the
original workflow finished; attempt 2 completed successfully on the
unchanged head. No code, dependencies, workflow, timeout or review timer
changed for that retry. The original setup failure is retained in its
[job
log](https://github.com/paperclipai/paperclip/actions/runs/40712464720/job/122901243926);
the successful replacement is [job
122910350074](https://github.com/paperclipai/paperclip/actions/runs/40712464720/job/122910350074).

## Risks

- Missed supported producer signals could delay expiry until restart.
Real insertion, cancellation, consent transitions, caller-owned
transactions and Board publication are covered.
- Corrupt or locked rows must retain retry without starving healthy
work. Paging, fairness, atomic rollback, redaction, drain/resume and
shutdown tests cover these paths.
- Independent SQL writers and other processes need their own
notification contract. No persistent DB listener is added.
- Attempt recovery still scans periodically until the next slice. A
local deadline is not a durable Cloud alarm. This PR does not claim
whole-instance sleep.
- This slice is reconciled with its landed parent; current-head remote
checks/review and live-master composition proof still gate merge. Later
stack duties remain separate PRs.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, tool use and
code 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 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
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>
2026-10-28 10:32:30 -05:00
DottaandPaperclip 8049fbf51d fix(server): schedule voice call reports from saved deadlines (#17586)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Voice calls retain reports and project guest transcripts into intake
tasks.
> - Chat maintenance repeatedly scans recent calls even when no report
is due.
> - Empty scans keep the tenant database active.
> - Existing session and report rows already contain the work and its
deadlines.
> - This pull request moves report refresh to the shared coordinator and
removes the final voice maintenance lane.
> - Idle voice configuration and old call history no longer cause report
scans.

## Linked Issues or Issue Description

Refs #17583, #17580, #17578, #17576. This is slice 25 of the
recurring-server sleep stack. It now follows merged #17583 and targets
master.

**What existing behavior does this improve?**

Voice call-report refresh and guest transcript projection.

**Current behavior**

The chat interval scans terminal calls for reports. It repeats the scan
even when there are no eligible calls or all saved deadlines are in the
future.

**Proposed behavior**

Committed session transitions and signed callbacks wake a scoped worker.
Startup reconstructs existing rows. Later refreshes use saved deadlines.
The worker becomes quiet after all eligible windows expire.

**Reason and benefit**

Stop empty database scans without losing late transcript and billing
updates. Keep the existing 24-hour refresh policy, provider response
ordering, and guest-task trust restrictions.

## What Changed

- Add a voice-owned report worker using the existing scoped deadline
helper. No queue table or field is added; the existing session table
receives a report-window index.
- Save each attempt and its retry before provider I/O. Compare that
ownership on settlement so an older response cannot overwrite a later
callback or claim.
- Preserve available reports when a response is incomplete or stale.
Preserve their finite refresh window.
- Route voice-change and reply call-ended writes through
transaction-aware report signals.
- Preserve guest transcript locks and use the observed document revision
when updating an existing transcript.
- Register the worker in app startup. Remove voice reconciliation from
the chat interval. Keep explicit one-shot diagnostics.
- Document producer scope, lifecycle behavior, tests, and external wake
limits.

## Verification

Published head: `758cfe15c3e6283d38ba512c8416ccce4d200862`. The
follow-up after `c28de398` changes only two documentation files; the
verified production, migration and test source is unchanged. It normally
merges landed retention/master
`980775e0e956eecdc28c73c9b4aca0407ad45e1a`. The 20 owned paths remain
the complete slice, including officially regenerated migration 0397, its
snapshot and required pruning of snapshot 0392. The non-database
reviewed patch was preserved during ancestry integration; the only
subsequent source edit makes one existing report test’s provider
responses call-specific. All production report behavior and unrelated
master changes are preserved. No shared worker, workflow or lockfile
change belongs to reports. All 58 current-head checks are now clean,
including the previously failing approval shard; exact-head Greptile is
5/5 with no new actionable issues. Ponytail’s current turn stopped
without a verdict, an authorized nonblocking state. The prior
conditional documentation requirement was fixed; old CI failures remain
recorded below.

- **Prior-head evidence at `9bf20467df`: 303 distinct targeted cases
passed**, not rerun wholesale for this integration: all 132 voice
integration cases; 170 cases across 11 complete report, retention,
cleanup, recovery, company-removal, shared-worker and startup/hostname
suites; and one complete snapshot/schema drift case. This includes 15
report, 13 retention and 14 cleanup lifecycle cases. Voice integration
and the four other database owners use separate initially empty
databases and migrate themselves. Report cases use their dedicated
database after the setup repair.
- Five real connection saves over 205 sessions with saved future report
deadlines selected 1,025 session rows before the notification repair.
They now select zero and preserve the original deadline. The report
notification helper accepts only exact session scopes. Configuration,
authority and connection hints retain their existing live
recovery/reply/cleanup behavior but do not rebuild report history. Real
session terminal writes, callback hints, report claims and receipts
still reactivate reports.
- Database/server typechecks and builds, migration numbering/safety, and
module-boundary checks pass. Final server types/build also pass after
integrating the retention review repairs. The parent 205-admission,
five-configuration-save test still observes zero retained-history rows
and preserves its deadline.
- The old eager reader selected all 105 saved-report headers before
yielding and failed the 100-row budget. Registered reconstruction now
uses the existing paged contract and yields at 100 rows per scope
refresh. A partial scan can restart on the same owner and reconstruct
every saved deadline. At due time all 105 report IDs are fetched exactly
once. Future deadlines remain quiet between actual retries.
- The company-fairness case places a small company deterministically on
page two and requires it in the next 25-work batch after discovery, with
all 105 reports processed before the failed provider's retry. Guarded
mutations catch a missing cursor reset and bypassed company rotation.
Original source was restored before final acceptance.
- At prior head `9bf20467df`, migration 0396 was generated with `pnpm
db:generate` on the parent 0395 lineage. It creates the partial
`(ended_at, id)` report-window index concurrently and replayably through
the existing migration runner. All 394 historical SQL files and the
journal prefix are unchanged; snapshots 0392 through 0396 remain. Fresh
application migration and two replay invocations succeed with a valid
index. The real plan case retains 20,001 old sessions, 205 recent
sessions, precision-safe keysets, and fewer than 1,000 rows removed by
filtering on each page.
- Existing real hangup/callback/reply-error producers, callback
ownership fencing, monotonic report results, saved retry before provider
contact, guest transcript projection after a document lock, transaction
rollback/nesting, drain and shutdown remain covered. No table, field or
provider protocol is added. Available reports retain the existing finite
24-hour refresh policy.
- [Current-parent acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/9bf20467dfd50b81848e1c8dd7ddc905d206418f/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#current-parent-reconstruction-and-migration-acceptance-october-28)
records the failed fresh fixture, eager read, fairness-clock attempts,
guards, commands, counts and limits. Older 174/138-case and
workspace-wide results belong to their stated heads. No new complete
local repository suite, live provider, Cloud wake, host/database
suspension or savings claim is made.
- [Report configuration-scope
repair](https://github.com/paperclipai/paperclip/blob/9bf20467dfd50b81848e1c8dd7ddc905d206418f/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#configuration-scope-review-repair-october-28)
records the current 303 cases and measured rescan repair. The prior
`80207ba6bb` head had Ponytail 5/5; that review is stale after this
change. Fresh exact-head Greptile 5/5 and all CI remain required. Actual
failing Ponytail findings must be fixed; a stopped or paused turn
without a verdict is an authorized nonblocker. Active no-verdict review
waits are capped at 30 minutes from the original request/start
(25-minute monitor cutoff). Older scores and parent checks are not
inferred as current passes.

- **Current-master verification: 185 distinct cases pass**: final
complete voice integration 132, complete report/cleanup/retention
15+24+13, and snapshot/schema drift 1. Each database owner used its own
empty fixture database. The first combined run had 183 passing cases and
one report-test failure; it is preserved in the audit. A deliberately
earlier-ended competing call reproduces the old one-shot mock consuming
the intended response. The corrected test selects responses by provider
session ID, verifies independent costs for both calls, then rejects
stale target data. The isolated repair and full 132-case suite pass;
production behavior and timeouts are unchanged. These 185 cases are not
added to the older 303 count.
- **Current migration lineage:** official `pnpm db:generate` after
actual master creates `0397_known_madrox.sql`; the reviewed
concurrent/idempotent report-index SQL is retained byte-for-byte. All
395 existing SQL files and journal entries are unchanged; snapshots
0393–0397 remain and the new snapshot links parent 0396. The application
migrator boots a fresh database, repairs a deliberately invalid index
during two concurrent replay invocations, records one history row, and
replays again successfully. Database build, server build/typecheck,
migration checks and module boundaries pass. [Full current-master
acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/c28de398fef074f650eff532952ab6f5563739a8/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#landed-master-migration-and-acceptance-october-28).

- **Review follow-up and preserved CI timeout:** Ponytail’s prior
`c28de398` review was 4/5 advisory, with no must-fix production defect
and a request to fix the stale design-doc migration reference before
shipping. That document now names migration 0397 and links current
185-case acceptance; older 302/303-case evidence is explicitly
historical. The optional suggestions about one-shot diagnostic inventory
cost and inherited test-clock helpers remain disclosed. CI run
`40703490340` failed the unchanged approval-queue backoff test on its
existing 15-second timeout and then an activity-log FK in teardown
(2,097 pass/one fail/one skip in that shard). The complete unchanged
28-case approval suite passes on a new isolated database; the exact CI
timing cause remains unproven. No timeout, workflow or production logic
was changed, and no old-head rerun or failure waiver is claimed. This
documentation head requires fresh CI and exact-head Greptile. [Review
and timeout
ledger](https://github.com/paperclipai/paperclip/blob/758cfe15c3e6283d38ba512c8416ccce4d200862/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#review-documentation-and-preserved-remote-timeout-october-28).

## Risks

- Process-local commit signals do not observe independent SQL writers or
another server process.
- Available reports still refresh for 24 hours. The provider's complete
flag does not promise immutable final data.
- Transcript projection retries remain within the existing report
window. This change does not add indefinite projection repair.
- One-shot diagnostic `reconcile(limit)` inventories the eligible window
before slicing; it remains a manual diagnostic cost, not recurring idle
work. Some inherited test helpers advance fake time during assertion
retries, an optional reliability follow-up noted by review.
- A local deadline cannot wake a stopped host. Cloud alarms and sleep
eligibility remain unchanged. No deployed sleep or cost saving is
claimed.
- This PR depends on the preceding stack. Final master reconciliation
and remote review gates remain required.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, code editing,
and local test execution. 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>
2026-10-28 09:41:15 -05:00
DottaandPaperclip 980775e0e9 fix(server): schedule inbound voice history retention by deadline (#17583)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Incoming voice calls leave history after provider cleanup is
confirmed.
> - The chat maintenance tick repeatedly deletes old admission history.
> - Each eligible row already contains the dates needed for its
retention deadline.
> - This pull request schedules that deadline and wakes on committed
changes.
> - Idle retention stops querying while the existing seven-day policy
remains enforced.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Inbound voice history retention. This PR follows merged #17580, which
owns physical call cleanup, and now targets master. Call reports remain
a separate migration.

**Current behavior**

Voice maintenance scans admission history repeatedly. It deletes
confirmed, terminal, unbound admissions when both expiry and last update
are at least seven days old.

**Proposed behavior**

Load existing retention deadlines at startup. Wake from the existing
admission transaction notifications. Delete at the later timestamp plus
seven days. Lock and recheck current eligibility before deletion.

**Reason and benefit**

Configured idle endpoints and future history do not cause recurring
retention SQL. Failed deletion retains a retry. Restart reconstructs the
same saved deadlines.

## What Changed

- Add a voice-owned retention worker using the existing scoped deadline
helper and coordinator. Yield after 100 history rows per scope refresh
and reset reconstruction on registration. Keep complete one-shot
inventory reads. No table, field, or migration is added.
- Extend `notifyVoiceInbound` to notify retention before the same
committed writes that already notify cleanup. Callers need no new
recovery wrapper.
- Preserve confirmation, terminal-state, session, task, and seven-day
eligibility conditions. Round PostgreSQL submillisecond deadlines up.
- Lock and recheck the current row before deletion. New bindings or
moved dates invalidate stale candidates.
- Remove history pruning from recurring voice maintenance. Keep the
explicit one-shot diagnostic path. Leave call reports for their own
slice.
- Document producer ownership, retry/drain behavior, tests, and external
wake limitations.

## Verification

Published head: `53f2fafcb64d104887eb4455c292b48e6dd10253`. It includes
the normal merge of actual landed master
`71b448b9cb841e6fa18fe883585430c5081245da` after cleanup #17580. That
ancestry integration at `768c650365` preserved the complete binary diff
of all 13 reviewed retention paths. This follow-up changes only the
existing cleanup fairness test and its failure ledger, bringing the
final scope to 14 paths; all production source is unchanged from that
integration. All unrelated master changes, cleanup repair, migration
`0396_tan_paladin.sql`, and gateway clock repair are preserved. Database
files, shared worker, workflows and lockfile match actual master. The
earlier 282-case/type/build evidence below belongs to unchanged
retention source at its stated head; current repair acceptance is 37
distinct complete cleanup and retention lifecycle cases. All 58
current-head checks are now clean, including the Canary Dry Run;
Greptile is exact-head 5/5 with no new actionable issues. The current
Ponytail turn stopped without a verdict, which is an authorized
nonblocking state. The earlier failing CI remains preserved below.

- **282 distinct targeted cases pass**: all 127 voice integration cases
and all 155 cases in ten complete retention, cleanup, recovery,
company-removal, shared-worker, startup and hostname suites. These
include 13 retention and 14 cleanup lifecycle cases. Voice integration,
parent recovery and company removal start on separate empty databases
and migrate themselves. Retention uses its dedicated database after the
setup repair; cleanup uses its already-migrated dedicated database.
- Ponytail's prior exact-head 4/5 review found configuration-driven
history rescans. Five real connection saves selected 1,025 rows over 205
future admissions before repair. Retention now receives only admission
hints and startup reconstruction; the same saves select zero admission
rows and retain the original deadline. Cleanup still receives its full
configuration and authority scopes. Restrictive binding foreign keys
prevent implicit unbinding outside the admission-write boundary.
- Successful deletion now returns its confirmed result without reloading
the deleted row. A real SQL-count case and a guarded negative probe
cover that path. Changed or not-yet-due history still reloads current
eligibility and its deadline.
- Server typecheck, build and module-boundary checks pass. No schema,
driver, shared scheduler contract or provider protocol changes are added
by this slice.
- A real 105-row future-history case failed before the reader repair
because startup selected 105 rows rather than yielding at 100. The
existing paged shared-worker contract now bounds each scope refresh. The
same-owner restart case reconstructs every deadline and deletes all 105
eligible rows at the original deadline. It verifies SQL quiet before
that deadline and after settlement. Removing only cursor reset fails at
five rows instead of 100 after restart; guarded source was restored
before final acceptance.
- Existing cases retain the later-of-two-timestamps seven-day policy,
submillisecond rounding, current-state confirmation and binding checks,
concurrent binding lock, rollback/outer commit, first write during
drain, failure retry and shutdown. Real signed ingress, cleanup
confirmation and maintenance-lane removal remain covered by the complete
voice suite.
- The fresh retention fixture first failed on missing schema and now
applies the application migrator. The initial parent merge duplicated a
test import and failed to parse before any voice case ran. Both failures
are retained in the audit; the corrected complete suites pass.
- Prior head `daca270a99` had a failed server (4/12) check, run
40557790710/job 122386307340. Its actual log reports a runner shutdown
and cancellation before completion. This is incomplete acceptance, not a
pass or a proven product flake. New-head CI must pass independently.
- [Current-parent acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/68b62b6d13f28ac5f17f35b98adf5488752f9b97/doc/plans/2026-10-25-voice-inbound-retention-sleep-audit.md#current-parent-paging-and-restart-acceptance-october-28)
records the exact scope, commands, counts and preserved failures.
Earlier 218/133/134-case and full-workspace results belong to their
stated heads. No new full local repository suite, live provider, Cloud
wake, host/database suspension or savings claim is made.
- [Notification review repair and current 282-case
evidence](https://github.com/paperclipai/paperclip/blob/68b62b6d13f28ac5f17f35b98adf5488752f9b97/doc/plans/2026-10-25-voice-inbound-retention-sleep-audit.md#configuration-rescan-review-repair-october-28)
records the new source. The prior head had green CI and a 4/5 Ponytail
review; neither is accepted for this new commit. Fresh exact-head
Greptile 5/5 and all CI remain required. Completed actual failing
Ponytail findings must be repaired; a stopped or paused turn without a
verdict is not a merge blocker under the user’s authorization. An active
Ponytail review waits at most 30 minutes from its original request
(25-minute monitor cutoff).

- **Preserved current-master CI failures:** run `40697141057` failed
server shard 7/12 in cleanup’s fairness test and Canary Dry Run on an
npm `rollup-4.66.0.tgz` 404. A fixed final admission UUID reproduces the
same fairness assertion: the second company was sometimes beyond the
first 100-row page, so expecting it among the first 25 calls was
invalid. The corrected test controls time and proves service within the
next 25-call batch after discovery, all 105 successful calls before the
failed provider’s saved retry, exactly one retry at its deadline, and
idle SQL after settlement. Bypassing company rotation fails the
corrected assertion; the shared helper was restored byte-for-byte. Both
complete cleanup (24) and retention (13) suites pass after restoration.
An intermediate 23/24 run incorrectly demanded idle before
reconstruction finished; the audit preserves that failure and its
corrected pending-intent wait. No production behavior, timeouts,
dependencies or workflow gates changed. The exact npm metadata and
tarball now return 200; new-head canary CI must pass independently.
Prior Greptile/Ponytail 5/5 on `768c650365` are stale for this new head.
[Full CI repair
ledger](https://github.com/paperclipai/paperclip/blob/53f2fafcb64d104887eb4455c292b48e6dd10253/doc/plans/2026-10-25-voice-inbound-retention-sleep-audit.md#current-master-ci-repair-october-28).

## Risks

- Supported admission writers must use the existing transaction
notification boundary. Independent SQL writers and additional processes
need a separate wake contract.
- Retention never deletes unconfirmed cleanup or session/task-bound
history. Those records remain with their owners.
- The in-process deadline does not wake stopped compute. This PR does
not extend Cloud alarms or relax sleep eligibility, and does not claim
deployed host/database suspension.
- Call-report reconciliation and other chat maintenance still need
separate migrations.

## Model Used

OpenAI Codex with reasoning, shell, and code-editing tools. The exact
model 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
- [x] All Paperclip CI gates are green for this new head
- [x] Greptile is 5/5 on this new head with no unresolved actionable
findings
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 08:57:58 -05:00
DottaandPaperclip 71b448b9cb fix(server): schedule inbound voice cleanup from durable obligations (#17580)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Incoming voice calls need approval, expiry, and safe provider
cleanup.
> - The remaining voice maintenance tick scans admissions every second,
including idle endpoints.
> - Admission status does not prove that the provider call has ended.
> - Existing admission rows can retain the cleanup owner, confirmation,
and retry deadline.
> - This pull request replaces the cleanup scan with committed changes
and actual deadlines.
> - Idle cleanup stops querying while unfinished calls keep a
recoverable path to termination.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Inbound voice admission cleanup. Its reply-delivery parent #17578 has
landed; this PR targets master. Live-session recovery is in #17576. It
preserves separate ownership for those services.

**Current behavior**

The voice maintenance tick scans expired admissions even when no cleanup
is due. A session can commit before the separate approved-admission
write. Expiry can then terminate that authorized call. A rejected guest
call can be labeled ended before provider termination succeeds.
Seven-day retention can delete that unfinished cleanup.

**Proposed behavior**

Wake cleanup from committed admission and session changes. Schedule the
original expiry or saved retry. Claim current state under the admission
lock before provider I/O. Commit approval with session reservation. Keep
unconfirmed termination durable and transfer bound calls to live-session
recovery.

**Reason and benefit**

Configured idle endpoints and confirmed history cause no recurring
admission cleanup SQL or provider requests. Approval, retries, crash
recovery, and cleanup remain supported. History retention and call
reports stay separate migration items.

## What Changed

- Recover terminal and rejected legacy admissions whose session binding
was lost. Copy known termination or bind a proven matching live session
for cleanup without granting approval.
- Register inbound cleanup with the shared coordinator and scoped
deadline worker. Yield after each 100-row scope page and reset cursors
on registration. Remove only cleanup from periodic voice maintenance.
Keep complete manual reconciliation.
- Add commit-aware notifications at admission, approval, rejection,
guest binding, pending-tool expiry, lifecycle confirmation, and session
termination writes.
- Commit authorized session binding and admission approval together.
Recheck cleanup ownership under the same admission lock. Recover older
interrupted bindings only from matching session evidence.
- Add nullable cleanup confirmation, next-attempt, and provider-account
fields to the existing admission table. No new queue table is added.
Generated migration 0396 backfills only provable historical termination
in committed 1,000-row keyset batches and adds a concurrent partial
index.
- Save the retry before provider contact. An unconfirmed end receipt
retains cleanup. Bound calls remain owned by live-session recovery.
- Verify the signed provider account before using a rotated key for
unbound cleanup. A different account cannot inspect or end the saved
call. Legacy admissions require their original credential fingerprint.
- Prevent history pruning and company deletion from erasing unfinished
cleanup. Company deletion locks endpoints before the voice owner's
check, matching ingress serialization.
- Document producer coverage, ownership, deadlines, verification, and
remaining sleep limits.

## Verification

Published head: `a4e7ccf976fc5793a8914e4e4861aa080d43a4da`. The reply
parent #17578 has landed. A normal merge integrates actual master
`e7ea2e2961863171956e70fb05d3d1f3790f7909`, preserves its unrelated
changes, and regenerates this slice’s migration after landed migration
0395. Fresh exact-head reviews and CI are required.

- The previous Ponytail 3/5 finding is repaired: legacy terminal
admissions no longer enter approval-only repair, and rejected admissions
with valid matching live sessions retain their rejection and persist the
binding needed for session-scoped cleanup confirmation. Five regressions
failed with ownership conflicts before the repair. Five
conflicting-session regressions prevent an unrelated leg from being
claimed. No cleanup operation grants approval or starts a provider call.
- **24 complete cleanup lifecycle cases and 122 complete voice-store
integration cases pass** on the repair. After actual-master integration
and migration regeneration, the complete 24-case cleanup suite passes
again on a new empty PostgreSQL 17 database, and the database migration
integration test passes separately. The cleanup owner, voice-store test
and admission schema are byte-identical to that tested repair; the
cleanup fixture only changes the migration filename. Migration
numbering/safety, database build, production server typecheck and build
pass.
- Migration `0396_tan_paladin.sql` was generated with `pnpm
db:generate`. Every landed SQL migration and the complete parent journal
prefix are unchanged. Generated snapshots retain exactly 0392–0396,
pruning 0391. The reviewed cleanup SQL, concurrent idempotent index and
committed 1,000-row historical backfill are retained byte for byte under
the new generated filename, registered for top-level execution. The real
application migrator boots a fresh database, repairs an interrupted
concurrent index, serializes replays and verifies eligible-history
backfill across actual transactions.
- The preceding published head
`48d8356e73308579470c182e759eead6e83173d2` received Greptile 5/5 but
failed CI server shard 9/12: one existing connected MCP rate-limit test
expected two real-clock calls to share a fixed 60-second bucket. A
controlled window rollover reproduced its exact failure. That existing
fixture now freezes only `Date` around the same-window 429 assertion,
verifies acceptance after advancing one window, and restores the real
clock in `finally`. All 92 gateway acceptance cases pass. Production
rate limiting, timeouts and assertions are unchanged. This adds one
existing CI fixture to the slice; the original failed run remains
recorded.
- The first regression invocation skipped the suite because it used the
wrong database variable; that is not a pass. The corrected invocation
reproduced five ownership conflicts. The first fixed cleanup run passed
22 and failed two new low-level deletion test calls on a
retained-session foreign key; the regressions now check the cleanup
deletion guard at its owning boundary, with production deletion ordering
unchanged. The final full suite passes all 24.
- The first complete voice-store invocation passed 121 and timed out on
one transcript case at the unchanged 15-second limit. That case passed
in isolation on a fresh database. One subsequent complete invocation,
with builds finished, passed all 122 without source, assertion or
timeout changes. The underlying timeout cause is unproven; the original
failure remains recorded. A new PostgreSQL startup also failed from
exhausted host semaphore capacity; fresh databases on the already-owned
server were used without removing shared IPC resources.
- Prior source `b8b12199b9` passed 266 distinct cases and carried three
guarded mutation proofs; those older results are not added to this
repair’s case count. Its CI run 40641168596 failed E2E shard 3 when
legacy cancellation hit a one-second PostgreSQL lock timeout. GitHub
initially rejected a retry while the run was active, then accepted one
targeted retry after completion; attempt 2 passed on that same old head.
The lock holder and underlying cause remain unproven. The unchanged Node
policy checker’s older failure on ignored generated Copilot manifests
and passing tracked-input mirror are also retained in the audit; no
workflow, checker, vendor manifest or ignore rule was modified.
- [Current repair and failure
record](https://github.com/paperclipai/paperclip/blob/a4e7ccf976fc5793a8914e4e4861aa080d43a4da/doc/plans/2026-10-25-voice-inbound-cleanup-sleep-audit.md#legacy-terminal-admissions-missing-their-session-binding--october-28).
Current-head CI and Greptile 5/5 gate merge. A completed failing
Ponytail verdict must be fixed; missing or interrupted reviews do not
block, and active pending review waits are capped at 30 minutes under
the maintainer’s explicit instruction. No new full local repository
suite, real provider, Cloud alarm, host/database suspension or savings
claim is made.

## Risks

- The migration distinguishes admission status from physical
termination. Legacy ended guest rejections without proof remain cleanup
obligations. Missing original credentials can keep those old obligations
unresolved.
- Future writers must use the existing notification boundary.
Independent SQL writers and multiple processes need their own wake
contract.
- Pending inbound cleanup now blocks company deletion instead of
allowing cascade deletion to lose the provider obligation. Existing
voice-history deletion restrictions remain. This deliberately includes
an active anonymous inbound ring and an old call whose termination
cannot be verified. An operator must stop ingress and settle the call
before deletion; this slice adds no abandonment override and never
treats missing credentials as proof of termination. This is the retained
cleanup ownership policy, not a claim that every deletion attempt can
complete immediately.
- History retention and report processing still run in the remaining
maintenance lane. This PR does not extend Cloud wake coverage or claim
measured host/database suspension.

## Model Used

OpenAI Codex (GPT-6), with reasoning and code execution. The exact
serving model ID 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>
2026-10-28 08:30:15 -05:00
DottaandPaperclip e93732c3d4 fix(server): deliver voice replies from commits and saved deadlines (#17578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Phone calls receive approved answers from the existing chat
publication queue.
> - The chat maintenance timer checks for voice replies every second,
including when no reply is ready.
> - A reply can be saved before its publication commits. An early wake
alone can miss that final transition.
> - Existing session, reply, publication, and action rows already record
delivery and recovery work.
> - This pull request uses committed changes and saved deadlines to
drive phone reply delivery.
> - Empty reply queues become quiet while authorization, ordering, and
uncertain-send protection remain in place.

## Linked Issues or Issue Description

Stacked on #17576. Related delivery infrastructure: #15625. Related
voice connection work: #11418.

**What existing behavior does this improve?**

Background phone reply delivery and recovery of abandoned dispatch
intents.

**Current behavior**

Chat maintenance calls voice reply delivery every second. It also scans
old dispatch intents. Publication transport starts a direct push before
the final publication commit. The timer masks that timing gap.

**Proposed behavior**

Committed publication, reply, session, and configuration changes wake
the shared coordinator. Ready replies drain in bounded passes. Saved
rate-limit and dispatch-expiry deadlines retain recovery. An empty queue
or a permanent delivery barrier has no recurring reply scan.

**Reason and benefit**

Remove recurring SQL from idle phone reply delivery without dropping
replies, replaying uncertain sends, or adding a queue table.

**Breaking changes**

No API or schema change. Explicit manual recovery remains available.
Inbound admission cleanup, history retention, and reports remain on
their current paths for separate migrations.

## What Changed

- Extract ordered reply state and multipart policy within the voice
owner. Retain current authorization and atomic dispatch claims.
- Register a scoped reply worker with startup reconstruction, fair work
batches, failure backoff, drain/resume handling and shutdown ownership.
- Extend the existing shared dispatcher with normalized partial-page
results to preserve the bounded parent recovery contract. Existing
complete-array consumers retain their calls.
- Signal before relevant writes in their existing transactions. Both
normal publication completion and operator resolution wake the actual
conversation after commit.
- Bound reply inventory to 100 total headers per refresh. Preserve
partial scans, concurrent changes and newer denied-call restoration
obligations across reconstruction.
- Track abandoned dispatch actions independently of live calls.
Quarantine expired intents without resending them.
- Use existing active-call authorization checks to reactivate replies
that were previously denied. Healthy call inspections do not rescan
empty reply queues.
- Remove the periodic reply scan and the early direct publication push.
Keep provider requests outside database transactions.

## Verification

Published head: `1435cab10be3f95c38ab6672d2a890ae49e9d300`. Voice
recovery #17576 has landed at master
`e1ba77f06771a27114b3999004b0ca5e3c172dd4`. A normal merge reconciles
squash ancestry while preserving the complete reviewed 31-file reply
patch byte for byte and all unrelated master changes. The PR now targets
master; fresh exact-head CI and Greptile are required. The prior
449-case/typecheck/build results below cover the identical owned source,
not a new full-suite run.

- **449 distinct targeted cases pass**: 111 complete voice-store/reply;
19 complete parent recovery; and 319 complete tool-gateway,
secret-proposal, shared dispatcher/coordinator/batching/startup/hostname
cases. Production server typecheck and build pass. The policy checker
and its Node tests pass. Later edits record evidence only.
- Two real normal-publication/operator-resolution tests seed 105
unrelated calls and 105 future dispatches. Five publications selected
**1,065/1,060 inventory rows before repair**; both paths now pass the
same **125-row total budget** and deliver every answer once. This counts
selected SQL results, not physical tuple visits or host savings.
- Publication commits now signal their actual conversation. The voice
reader returns at most 100 total session/action headers per refresh,
preserves phase/cursor state and retries, and resets on worker
registration. Current-state checks and dispatch claims still own
provider effects. The 105-action case measures the page cap, restarts
the same owner during reconstruction, waits at saved future deadlines
and quarantines every abandoned action without resending.
- A real 403 fixture proves that an older broad scan cannot erase a
denied call first observed behind its cursor. Its owner callback still
emits the committed restoration wake after scan completion. The existing
actual-service authority-restoration and final-publication timing tests
remain in the full suite. They are not replaced by direct helper calls.
- Guarded removal of conversation scoping, cursor reset or the denial
revision fence fails the intended budget, 100-versus-5 restart or
missing committed-wake assertion; source is restored. An initial
shadowed fixture name and an inadequate due-action reset probe are
retained as failed attempts in the [current
audit](https://github.com/paperclipai/paperclip/blob/d2c0a7de8c3e9cac8382b1268f3f5d883a2067b3/doc/plans/2026-10-25-voice-reply-delivery-sleep-audit.md#publication-inventory-and-paging-acceptance-october-28).
- Parent recovery still passes paging, restart, behind-cursor insertion,
feature changes, actual disablement, quiet health observations, current
authority, exact-scope failure fences and wildcard-failure isolation
through the shared worker. Four existing array-based worker consumers
retain their API and pass their full suites.
- The two voice fixtures self-migrate separate empty databases. Legacy
tool-review/secrets suites use separate migrated clones. Earlier
full-local attempts remain limited by embedded PostgreSQL setup and are
not passing full-matrix claims. Older counts apply only to their stated
revisions. Fresh exact-head Greptile, Ponytail if present, security and
all CI remain merge gates. No live-provider, multi-writer,
external-wake, deployed-sleep or savings claim is made.

## Risks

- Missing a supported producer can strand work. Tests cover real
enqueue, retrieval, normal publication, and operator publication paths.
Startup reconstructs existing records.
- Signals cover the process-local database owner. Independent SQL
writers or other replicas need their own wake contract.
- Authority restoration relies on the existing live-call recovery check.
This dependency must be preserved if that owner changes later.
- A provider acceptance receipt does not prove speech. Unknown outcomes
remain blocked from automatic resend.
- This change does not extend Cloud alarms, allow sleep during live
calls, or prove deployed suspension or cost savings.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, reasoning, code
execution and test tools. The runtime does not expose a more specific
deployment identifier 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 the available version and
capability details
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket identifier
- [x] I have run the selected 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 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>
2026-10-28 07:50:27 -05:00
DottaandPaperclip e1ba77f067 fix(server): schedule live voice recovery from session changes and deadlines (#17576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Voice calls retain durable session state and provider identities.
> - The chat maintenance timer scans live voice sessions even when no
call exists.
> - Session writes, saved expiry and active-call inspection deadlines
identify real work.
> - This pull request moves live-session recovery to the shared
coordinator.
> - Idle session recovery becomes quiet without losing exact-call
cleanup or current authorization checks.

## Linked Issues or Issue Description

Refs #17572. This PR is stacked on receiver discovery. It owns only live
voice session recovery. Reply delivery, inbound admission cleanup,
inbound history retention and call reports remain separate migration
slices.

**What happened?**
The one-second chat maintenance lane reads voice settings and scans live
sessions even when an instance has no calls or only terminal history.

**What did you expect?**
Reconstruct live calls on startup. Wake on committed session or
configuration changes. Inspect active calls and retry cleanup at actual
deadlines. Stop querying when no live obligation remains.

**Steps to reproduce**
Start an instance with no live voice sessions. Let startup settle. The
old maintenance method continues to read settings and session inventory
every chat maintenance pass.

## What Changed

- Add a voice-owned bounded deadline reader and scoped worker on the
existing coordinator. Retain concurrent writes across pages and reset
partial scans on restart. No tables or migrations are added.
- Separate generic connection health observations from configuration
changes. Existing receiver and command consumers retain their
notifications. Voice eligibility and provider operations remain in the
voice owner.
- Signal existing session transactions and configuration/feature
changes. Keep provider calls outside database transactions. Standalone
session writes use one small transaction helper.
- Preserve saved expiry, the two-minute unknown-creation grace,
active-call authorization and missed-hangup inspection, and
exact-provider cleanup. Recovery never creates a provider call.
- Retry transient authority lookup failures instead of treating them as
confirmed revocation.
- Fence expiration against a provider identity bound after discovery. A
late known call remains eligible for cleanup.
- Preserve work through rollback, drain, restart, concurrent refresh,
backoff and shutdown. Page inventory and rotate bounded batches across
companies.
- Leave the four other voice maintenance duties in the periodic lane.
- Document producer coverage and the supported writer contract in
`doc/idle-voice-session-recovery.md` and the dated audit.

## Verification

Published head: `f0b2e3cc22a18e7d08b10d4fc02aae4a19a52f30`. Receiver
#17572 has landed in master at
`dce004259394486f6361d0c0dd5a33a5272acc0a`. This normal merge reconciles
squash ancestry; the complete 22-file voice recovery patch is
byte-for-byte identical to the reviewed and tested `ad79c7e805` patch,
while all unrelated master changes are preserved. The PR now targets
master. Fresh exact-head CI and Greptile are running; interrupted
Ponytail turns are not completed verdicts under the maintainer’s
clarified merge policy, and an actual failing verdict still blocks.

- **210 distinct targeted cases pass on the current repair**: 19
complete recovery lifecycle cases and 191 complete voice-store,
coordinator, batching, startup and hostname cases. Production server
typecheck and build pass. Later edits record evidence only.
- CI `40633667141` on prior head `1b6323c164` failed the feature-change
assertion with `34050 < 25000`; its verification aggregate also failed.
The test now disables automatically advancing fake time, drives 20
controlled scheduler turns and requires all 205 calls to close before an
unrelated inspection deadline can mask a lost wake. Removing generation
replay fails with missing closures. The repair does not benchmark
database/host speed or raise the elapsed-time bound.
- A real committed exact-call regression reproduces wildcard-backoff
starvation. The worker keeps the broad retry but processes independent
exact hints and cached due calls. Each check reloads current state and
authority. Failed exact scopes remain fenced. Removing wildcard
isolation fails the intended assertion; a successful broad retry then
leaves the worker SQL-quiet. Full-row and lean queries now share the
state/scope/cursor predicate.
- Earlier acceptance on `712f3862b5` passed 725 distinct targeted cases.
Its measurements remain useful history: five real metadata writes and
one health check over 205 future calls selected 1,230 rows before the
inventory repair and zero afterward, without changing the saved
deadline. Those older test counts are not added to the current 210-case
count.
- Both external voice fixtures self-migrate; the current full
voice-store run uses a separate initially empty database. Earlier
fixture/method/observer failures, source mutations and partial edit
attempts remain in the [current
audit](https://github.com/paperclipai/paperclip/blob/ad79c7e805367fc7e2df3ea53c942ca6c7d27365/doc/plans/2026-10-25-voice-maintenance-sleep-audit.md#wildcard-failure-and-deterministic-generation-acceptance-october-28).
Source is restored after guarded mutations.
- Older CI `40632057899` failed because its trusted policy script was
absent from the checkout, while build separately received a runner
shutdown signal. E2E shards succeeded but their aggregate failed on
policy. The current checkout includes the landed policy tooling and its
checker/tests pass locally. The shutdown cause is unproven; neither old
failed run is counted as passing. Earlier full-local attempts stopped on
embedded PostgreSQL setup failures and did not pass.
- Fresh exact-head Greptile, security and all CI must pass before merge.
A completed failing Ponytail verdict blocks; an interrupted turn without
a verdict does not. No full current local repository matrix, live
provider acceptance, multi-writer support, Cloud wake, host suspension
or savings is claimed.

## Risks

- Process-local hints cover the existing active writer and shared
clients. Independent SQL writers or another replica need explicit wake
integration.
- Membership, task binding, phone preferences and other authority inputs
remain checked on the existing 30-second active-call inspection deadline
and on use. This is not an instant cleanup guarantee for every authority
mutation.
- Unknown creation retains its existing maximum-duration grace. Cleanup
failures retain retries. A provider request is never replayed merely
because its creation response is unknown.
- Genuine configuration changes retain bounded reconstruction. Metadata
writes can probe parent eligibility, while health-only observations
leave voice recovery quiet. Paging state is process-local and
reconstructs from durable rows after restart.
- Active calls, the other voice maintenance owners and connector
transports remain real obligations. This does not expand Cloud alarm
coverage, relax sleep eligibility or prove deployed suspension.
- The receiver and Discord parents have landed. Current-master
compatibility and exact-head CI and Greptile remain merge gates.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, reasoning, code
execution and test tools. The runtime does not expose a more specific
deployment identifier 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 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 identifier
- [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>
2026-10-28 07:38:48 -05:00
DottaandPaperclip dce0042593 fix(server): wake chat receiver discovery from configuration and lease deadlines (#17572)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat receivers own persistent provider connections and fenced
database leases.
> - The chat maintenance timer repeatedly queries all eligible
receivers, including when none exist.
> - Configuration changes and known lease deadlines already identify
when discovery is needed.
> - This pull request moves receiver discovery to the shared delivery
coordinator.
> - Empty or settled discovery stops querying, while ownership and
recovery remain explicit.

## Linked Issues or Issue Description

Refs #17557. This is the next stacked slice after Discord command
registration. The base is `codex/sleep-19-discord-command-registration`.

**What happened?**
The recurring chat maintenance lane scans receiver inventory and
reconciles Discord and Photon runtimes even when configuration has not
changed.

**Expected behavior**
Reconstruct receiver work at startup. React to committed configuration
changes and local listener retirement. Retry foreign ownership at the
saved lease expiry. Stop discovery when there is no remaining
obligation.

**Steps to reproduce**
Start an instance with no chat endpoints. Let startup finish. Observe
the recurring receiver inventory query from chat maintenance. With a
configured receiver, remove its ownership token while listener shutdown
is delayed and signal a configuration refresh: the old implementation
can replace the listener before shutdown completes.

## What Changed

- Preserve healthy receiver progress after a slow failed batch while
retaining per-receiver retry backoff.

- Register a receiver discovery worker with scoped refreshes, paged
startup inventory, fair batches, and per-receiver or scope failure
backoff.
- Keep owned receiver identities cached without a discovery deadline, so
deletion still stops their listeners.
- Use existing transaction signals for configuration, credentials,
health, access revocation, company deletion, and provider lifecycle
changes. Rename the generic command-only helper to describe its broader
configuration contract.
- Keep lease-key selection with the receiver owner. Shared scheduling
contains no provider protocol.
- Retain stopping ownership until listener shutdown and lease release
complete. Concurrent acquisition joins the existing stop promise.
- Remove receiver discovery from the periodic chat lane. Preserve voice
and the other unmigrated duties.
- Record producer coverage, failure evidence, limits, and remaining work
in `doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md`.

## Verification

Published head: `ab39569250f4b699a0ab7a829e66dbe27c15020b`. Discord
#17557 has landed at master `5bf0142d45`. A normal merge reconciles its
squash ancestry by applying only the recorded 27-file receiver patch
from parent `547fdf2139`. Every other path matches that master. Every
server and package production/test file is byte-identical to the
published `6e88ca0201` source that passed the 131-case run, typecheck
and build. Unrelated upstream UI/eval/documentation changes are
preserved. This PR targets master. Fresh exact-head reviews and CI are
required.

- **131 distinct targeted cases pass.** Five complete receiver,
coordinator, batching, startup, and GitHub health error-projection
suites pass 99 cases. Twelve real Discord
automatic-registration/receiver and Slack held-transaction cases pass
separately, with 1,581 other chat integration cases deselected. The
complete Photon channel suite passes 20 cases.
- The standalone receiver and Photon fixtures each reproduced
missing-table failures on separate initially empty PostgreSQL 17
databases. Both now apply pending migrations before client use; their
complete 20-case files pass on those same databases. The large chat
producer suite uses a separate migrated clone.
- The old review concerns already have source fixes: discovery stops
suppress their own completion wake at `1604a9fcba`; slow failed batches
supply `nextRunAtOnError` at `ab56393acc`. Guarded mutations prove the
existing regressions: reenabling the stop wake yields two inventory
reads instead of one, and removing the error deadline fails the 1,100 ms
provider-delay next-wake assertion. Both original source files are
restored byte for byte. Normal full worker and real producer suites pass
with those fixes.
- All 131 distinct targeted cases, production server typecheck and build
pass on source `6e88ca0201`. Exact source comparison carries that
evidence to this normal merge; the unchanged suites were not rerun just
for unrelated upstream changes. Receiver and Photon fixtures
self-migrate separate initially empty databases; the large producer
fixture uses its own migrated clone. Source is unchanged after these
checks. Recorded listener-count warnings and controlled provider failure
logs remain; no assertion was weakened. An initial whole-file identity
check rejected expected parent queue additions; precise patch comparison
confirms those declarations are correctly preserved.
- Old server shard 12 failed because GitHub reports that its self-hosted
runner lost communication. The grouped-test step is cancelled, and the
retained log has no failing assertion or completed summary. The
underlying host/resource/network cause is unproven. That interrupted job
is not a pass; the updated parent and fixture source require a fresh
full CI run.
- [Current acceptance and failure
record](https://github.com/paperclipai/paperclip/blob/ab39569250f4b699a0ab7a829e66dbe27c15020b/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#compatibility-after-discord-squash-merge-october-27).
Prior 218-case and full-workspace results describe earlier revisions. No
full local repository-suite, multi-writer deployment, Cloud wake, host
suspension, or fleet cost claim is made.

## Risks

- Process-local transaction hints cover the active database owner and
its shared clients. Arbitrary direct SQL or independent configuration
writers need explicit wake integration. Startup/resume reconstruction
and known foreign-lease takeover remain supported; this does not add
general multi-writer discovery.
- Active receiver sockets and lease renewals continue. This change does
not prove host suspension or extend Cloud alarm coverage.
- Configuration signals can arrive during drain, initialization, or
shutdown. The worker preserves dirty scopes and the owner joins listener
retirement before replacement.
- Voice, Teams, milestone projection, publication maintenance, GitHub
recovery, and the remaining stack inventory are separate work.
- The Discord parent has landed and the receiver child now targets
master. Fresh exact-head reviews and all CI must pass before merge.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, code execution, and
test tools. The runtime does not expose a more specific deployment
identifier or context-window limit.

## 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 identifier
- [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>
2026-10-28 07:25:20 -05:00
DottaandPaperclip 7d8bab773d perf: avoid full JIT and activity scans in Mine unread badges (#17973)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine includes tasks the person created, was assigned, or
participated in.
> - Its unread badge ranks the visible personal top 100 before checking
unread state.
> - Correlated participation and privacy predicates can trigger
expensive PostgreSQL JIT work.
> - This change joins native participant IDs before ranking a narrow
candidate projection.
> - A partial actor index avoids scanning company activity history for
each badge.
> - Local representative scoped reads improve while dense unrestricted
overhead remains explicit.

## Linked Issues or Issue Description

**What existing behavior does this improve?** The Mine unread badge in
the company sidebar.

**Current behavior:** A fresh five-minute window recorded 402 ranking
calls and 31.7 seconds of SQL time. Correlated predicates can spend more
time compiling than executing.

**Proposed behavior:** Build the same company-scoped participant set,
use native issue keys, apply fresh authority before the top-100 limit,
then retain the original canonical rank and second unread query.

**Reason and benefit:** Reduce full JIT compilation and avoid an
unindexed company-history activity scan. Realistic activity-only
participation is included in the measurement.

**Breaking changes:** No API or policy change. This PR adds one
concurrent partial index migration. Related Mine rules in #16356 and
#17756 are preserved.

## What Changed

- Join distinct native participant IDs; guard exact legacy text before
UUID conversion.
- Skip redundant activity participation already covered by
creation/assignment. Sort a narrow eligible candidate projection before
canonical activity ranking.
- Share existing pending-request and user-activity predicates with
ordinary Mine reads.
- Add partial `activity_log(company_id, actor_id, entity_id)` for
user-authored issue activity. Register its idempotent concurrent
migration with the existing top-level/invalid-index-repair runner.
- Add real PostgreSQL coverage for visible top 100,
unread/archive/source semantics, exact IDs, company scope and fresh
grant/private-project access.
- Add a pinned service benchmark with separate pre-index/indexed
databases, identical data, full positional equality, ordinary-call
timings, plans and real migration/cancellation proof.

## Verification

- Fourteen focused PostgreSQL 17 tests pass (16.37 s), including
assembled badge routes and grant revocation. Full workspace typecheck
and build pass on the final production sources.
- The earlier full local suite is incomplete: native PostgreSQL startup
exhausted system semaphores, independently reproduced with empty initdb.
All sixteen failed cases passed with task-owned Docker PostgreSQL 17.
This is not counted as a full local-suite pass. Full Linux CI passes on
final head `f44e46ce580e8345209d7165f57bd8bf696c517c`. Greptile and
Paperclip Review are both 5/5 with zero unresolved comments.
- Baseline `70c864633744cd96c0dc7394d631fc7119cd17d2`; source and DDL
hashes retained. Two warmups and five alternating samples per arm/cell.
Capture and EXPLAIN occur outside timed ordinary service calls.
- All twelve 300k-history cells match complete positional rows in both
SQL phases and final returned IDs. Half the personal tasks qualify
through activity alone; the actor index contains matching and
other-human rows.

| Local service case | Before median | After median | Before / after |
| --- | ---: | ---: | ---: |
| dense / unrestricted / JIT on | 18.33 ms | 25.06 ms | 0.73x |
| dense / scoped / JIT on | 909.30 ms | 221.10 ms | 4.11x |
| sparse / unrestricted / JIT on | 13.64 ms | 5.84 ms | 2.34x |
| sparse / scoped / JIT on | 719.07 ms | 10.79 ms | 66.64x |

Small paths add at most 0.6 ms at the median. Dense unrestricted paths
regress by 6.7–7.7 ms; dense scoped JIT-off is approximately neutral
(218.34→223.24 ms). Sparse JIT-off paths improve too. This is not a
uniform speedup.

The actual baseline fails the compiler-work assertion. The final query
avoids full JIT optimization/inlining and exceeds 1.5x where the old
plan triggers those passes. Small/sparse controls meet the 25% or 2 ms
allowance. Dense no-JIT cases are explicit diagnostics. The optional 60
ms absolute goal still fails at 221.10 ms on dense scoped reads:
substantial privacy-predicate execution remains after compilation is
removed. The failure is retained rather than counted as green.

The actual normal migration runner upgraded 300k activity rows in 668.79
ms including inspection, index build/validation and journal work. Rerun
took 21.83 ms; a deliberately cancelled build left an invalid index, and
retry repaired it in 187.71 ms. Concurrent reads/writes completed; the
final index was 188416 bytes. No migration was run on the hosted
database.

The million-row mixed-participation sparse control also passes all four
visibility/JIT pairs with complete equality: unrestricted JIT-on
13.44→5.76 ms; scoped JIT-on 807.76→11.59 ms. The actor branch visits 36
indexed rows rather than scanning company history. Actual
migration+runner took 255.06 ms; rerun 20.32 ms; cancellation
repair/retry 241.73 ms. Concurrent reads and writes completed without
failures.

Reproduce:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-mine-unread-badge.ts --baseline-ref=70c864633744cd96c0dc7394d631fc7119cd17d2 --history-decoys=240000 --verify-migration --assert-performance --evidence-dir=<directory>
```

Add `--fixture=sparse --history-decoys=940000` for the million-row
control. The default harness starts disposable embedded PostgreSQL and
ignores DATABASE_URL. Recorded evidence used PostgreSQL 17.11 through a
scratch constructor provider because the host native runtime has
semaphore limits. All normal database allocation/migration/client paths
are retained.

Source-only EXISTS/lateral alternatives were measured and rejected after
company scans or sparse regressions. A time bound would lose historical
participation, and existing indexes cannot select a user's activity.
This justifies the exceptional partial index migration. The exact sample
ranges, plans, failures, source hashes, migration footprint and
feedback-loop timing are in
`doc/plans/2026-10-27-mine-unread-badge-query.md`.

## Risks

- Dense unrestricted reads are slightly slower, and dense scoped reads
retain substantial authority work. The PR removes a compilation/lookup
bottleneck rather than all badge latency.
- The concurrent build scans activity history and can wait for
long-lived transactions. Local build/cancellation timings do not
guarantee the duration on larger or slower hosted databases.
User-authored issue activity gains one narrow index to maintain.
- Participation, visibility, ranking and legacy ID semantics must remain
exact; the real database regressions exercise those boundaries.
- Hosted improvement is unverified. The affected ranking SQL averaged
78.8 ms while HTTP badge requests averaged 752 ms without correlated
traces. No merge or deployment is included.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use and local code
execution. The runtime does not expose the exact model ID or context
window to this agent.

## 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>
2026-10-28 07:20:08 -05:00
DottaandPaperclip a91f78e7e0 perf(chat): reduce inbound queue discovery cost (#17971)
## Thinking Path

> - Paperclip helps people manage companies of AI agents.
> - External chat messages enter a durable delivery queue.
> - Queue reads must preserve pending wake ownership and conversation
order.
> - Retained processed history increases the estimated cost of a
correlated pending-action test.
> - PostgreSQL 17 enables JIT for these small selectors and reads extra
JSON in deadline discovery.
> - This pull request uses a scoped pending-action set for open-work
discovery.
> - The benefit is less database work with the same selected deliveries
and deadlines.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Inbound delivery deadline discovery and conversation-head selection.

**Subsystem affected**

Server chat queue discovery.

**Current behavior**

A correlated `EXISTS` inside an `OR` has a high cost estimate on
retained completed history. PostgreSQL 17 already hashes its
pending-action read, but the estimate still enables JIT. Deadline
discovery also reads JSON from completed deliveries that have no pending
wake.

**Proposed behavior**

Use `(company_id, endpoint_id, delivery_id)` membership in the
pending-action set for the two open-work selectors. Keep ready-only
evaluation on its original scoped `EXISTS`. Keep retry, lease, ordering,
lifecycle and endpoint rules.

**Reason and benefit**

The local retained-history fixture reduces deadline selection time. The
small control and the final head selection are neutral. Ready-only
selection remains an unchanged control.

**Breaking changes**

None. No API, schema, migration, stored history, worker, timer or
notification changes.

Related work: #17647 and #15927 change inbound wake-notice scheduling
and selection. This PR changes the separate conversation queue ownership
predicate.

## What Changed

- Use a fully scoped pending-action set for open-work discovery. Exclude
null delivery IDs to preserve exact boolean results. Keep duplicate
actions from multiplying deliveries.
- Preserve the original ready-only query.
- Add five real PostgreSQL tests and a reproducible baseline/treatment
benchmark. Capture the complete real service SQL, parameters, positional
rows and execution plans.
- Document the query cause, rejected hypotheses, test results and limits
in `doc/plans/2026-10-27-inbound-queue-query-proof.md`.

## Verification

Pinned pre-fix baseline: `09ad9adce2cf4742944353a3707a2f908e9bb35e`.

Local fixture: Linux ARM64 PostgreSQL 17.11, Node 26.4.0. It has 1500
completed deliveries and actions, two open deliveries, and 32 KiB of
synthetic incompressible JSON per historical delivery. A separate
control has 20 completed rows. The normal settings use JIT on with a
100000 cost threshold, 128 MiB shared buffers and 4 MiB work_mem.

The final quiet retained-history pair measured these local SQL medians.
Each
arm has two warmups and five alternating samples. The small control is
neutral.

| Actual selector | Baseline | Treatment | Complete positional output |
| --- | ---: | ---: | --- |
| Next inbound deadline | 18.78 ms | 1.58 ms | Equal |
| Conversation head | 5.71 ms | 6.18 ms | Equal |
| Ordinary ready control | 9.23 ms | 8.33 ms | Equal ; unchanged |

The deadline plan uses fewer shared buffers. Head physical reads remain
unchanged. Deadline discovery avoids JIT on this fixture. The pristine
head estimate is below the JIT threshold in both arms, and its timing is
neutral. With JIT disabled, deadline discovery still improves; head and
ready timings overlap.

- Red: the unchanged baseline fails the explicit local fixture work
budget for JIT and deadline buffer reads. Green: the treatment passes.
There is no timing threshold in ordinary CI.
- Five new PostgreSQL tests and six existing assembled chat tests pass.
They cover scoped/null/duplicate pending actions, boolean results,
payloads, head barriers, reactions, paused/attention/AgentMail
exclusions, retry/processing deadlines, provider ordering, lease loss,
lifecycle retry and edit/admission races.
- Actual old/new ready selectors have equal error outcomes for unrelated
malformed retry timestamps. An initial AND-only oracle comparison was
inconclusive and is not defect evidence.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- Final head `f3cac298d8a8a5377127b0db7057c52019bbe426` passes the
complete [CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40625611887).
Greptile is 5/5 on that head with no unresolved review threads. The
earlier end-to-end cleanup lock-timeout failure passed on this revision.
- The complete local suite was not run. The host's known native
PostgreSQL startup failure exhausts SysV semaphores. Focused integration
tests use a disposable Docker PostgreSQL constructor through the
existing test seam. Complete final-head CI is required.

Reproduce the real SQL comparison:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-inbound-queue-discovery.ts --baseline-ref=09ad9adce2cf4742944353a3707a2f908e9bb35e --require-work-budget --retained-only
```

Use `--jit-off` for the diagnostic control. The default command uses the
repository's bundled PostgreSQL version and records it in output. The
reported 17.11 run used the existing test constructor seam with a
disposable `postgres:17` container. Raw samples, complete queries,
parameters and plans are emitted as JSON. The benchmark uses disposable
synthetic data and does not read a live database URL.

## Risks

- Query plans depend on data and PostgreSQL settings. These local
measurements do not prove deployed speed or request latency.
- Head selection still reads historical JSON. Action history remains
stored and scanned. This is not a constant-time queue implementation.
- The changed false branch has no retry timestamp cast. Ready-only
parsing, claims and retries stay on their existing query.
- Background SQL totals can overlap. Do not add these savings into an
HTTP latency claim. The largest possible saving for an affected
selection is bounded by its observed SQL time, about 49–53 ms on average
in discovery.

## Model Used

OpenAI Codex, GPT-6 family, with tool use and code execution. The
runtime does not expose the exact model ID or context-window size. Three
parallel agents own separate performance fixes; this PR contains only
the inbound queue fix.

## 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>
2026-10-28 07:19:22 -05:00
DottaandPaperclip f69dfc0e23 perf: use indexed latest-run probes for task interruption lists (#17969)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists show the latest run's interruption state for each visible
task.
> - The old lookup applies a coalesced text expression to company run
history.
> - That lookup cannot use the separate binding indexes for a small task
page.
> - This pull request selects the newest run through those existing
indexes.
> - The benefit is less database work with the same interruption result.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The latest-run lookup used by task-list interruption enrichment.

**Current behavior**

The query scans company history for a coalesced native, first-class, or
legacy task ID. A local two-task fixture inspects 1,506 runs to select
six candidates. A recent hosted sample recorded about 110 ms per
latest-run lookup. This is one part of the list handler, not its whole
latency.

**Proposed behavior**

Probe each existing binding index for the newest candidate. Pick the
newest candidate across the three binding branches. Read the same
evidence fields in the same SQL statement. Preserve native precedence,
first-class precedence, legacy text matching, company scope, and
ordering ties.

**Reason and benefit**

The representative local 100-task page improves from 17.17 ms to 3.00 ms
(5.72×). A modern 100-task page with 40 runs per task improves from
26.78 ms to 3.82 ms (7.02×). All positional SQL fields, row order, and
full service results match.

**Breaking changes**

None. Stored history, API fields, visibility filtering, execution
authority, and external-conversation state are unchanged.

Related behavior: #16965, #17509, #17552. The duplicate search found no
open PR for this query rewrite. ROADMAP.md has no duplicate planned
feature.

## What Changed

- Use three disjoint indexed candidate branches with a lateral
newest-run selection.
- Guard UUID parameters to preserve the old text matching for
noncanonical input.
- Keep final evidence projection in the same database snapshot.
- Add real PostgreSQL work and contract regressions, a pinned-source
benchmark, and a verification note.
- Require the plan regression to find real run-table nodes. Record the
deep-native-history follow-up without adding indexes or DDL.

## Verification

- Baseline red: the real two-task lookup inspects 1,506 run rows and
fails the work bound. The unchanged semantic oracle passes.
- Treatment green: both PostgreSQL query regressions pass. They cover
conflicting bindings, malformed JSON, empty values, noncanonical IDs,
duplicates, foreign companies, missing runs, and timestamp ties across
branches.
- Seven paired PostgreSQL 17.11 cases pass complete positional SQL and
full service equality. Each arm has two warmups and five alternating
measured samples. Fixture payload sizes are random input bytes before
Base64 encoding: 24 KiB becomes 32 KiB of stored text per noise field.
- Representative 100 × 12 history: 17.17 ms (16.79–17.48) → 3.00 ms
(2.64–4.28). Shared buffer hits: 30,033 → 3,400.
- Modern 100 × 40 history: 26.78 ms (25.79–27.40) → 3.82 ms (3.47–4.78).
- The benchmark command, all cases, plans, fixture limits, and
feedback-loop timing are described in [the verification
note](doc/plans/2026-10-27-task-interruption-query-performance.md).
- Reproduce with `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-task-interruption.ts
--baseline-ref=09ad9adce2cf4742944353a3707a2f908e9bb35e`.
- `pnpm -r typecheck` and `pnpm build` passed at
`20d46e3a16d10cf3c5399fc1211b17db6a4afdc6`. The current head has the
identical production runtime; it adds one test assertion and
documentation.
- The focused query, real project-access repair/retry, and presentation
suites pass: 19 tests across three files. The earlier plugin-sdk loading
failure is resolved by normal build setup.
- `pnpm test:run` was attempted, then stopped after repeated native
embedded PostgreSQL bootstrap failures. The full local suite is
incomplete. All 16 affected real-DB executor cases pass when rerun with
disposable PostgreSQL 17 in Docker.
- Linux CI passes the full server suites on this head. One unchanged
Runner close fixture failed on the first CI attempt; its source tree is
identical to the passing upstream #17439 baseline. One targeted job
retry passed on the original head. Fresh checks run again for the
test/documentation review fix. A separate macOS diagnostic fails the
unchanged close variants too; that close issue is not diagnosed or
counted as a local pass here.
- The original head passed 55 checks with one neutral result and two
expected Storybook skips. Greptile gave 5/5. The current head adds one
nonempty-plan assertion and documents the deep-history follow-up. Its
focused PostgreSQL suite passes 2/2. Final head
`c1db106d7ab56b530af82d2bb0556feb0eda290b` is mergeable with all CI
checks complete and passing, Greptile 5/5, and no unresolved review
findings; the documented per-task history limitation remains an explicit
follow-up.

## Risks

- More index probes add about 0.43 ms to the one-run tiny control. The
maximum 1,000-task page with one modern run per task is 9.99 → 14.11 ms,
a 4.12 ms regression. Dense history pages save substantially more in the
local fixture.
- Each branch can still walk one task's own history. The first-class and
legacy probes can discard native-bound rows after index lookup. The plan
note specifies a 10,000-run follow-up, migration-free alternatives, and
a measured index-build budget if indexes prove necessary. This PR does
not make work independent of history depth.
- Local SQL results do not prove deployed HTTP gains. The affected query
averaged about 110 ms in the hosted sample; its critical-path
contribution can be smaller because other enrichment reads run
concurrently.
- The main issue-list SQL and external-conversation gates remain
separate work. This PR has no migration or startup job.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and repository tool use.
The runtime does not expose the exact model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 07:18:17 -05:00
DottaandPaperclip 5bf0142d45 fix(server): schedule Discord command registration from saved deadlines (#17557)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections register and verify provider commands in the
background.
> - Discord command recovery ran inside the recurring Gateway runtime
scan.
> - Its existing durable records already store verification and retry
deadlines.
> - This pull request gives command registration its own
shared-coordinator worker and scoped commit notifications.
> - Idle command work stops querying between real deadlines. Existing
command authority and recovery remain intact.

## Linked Issues or Issue Description

Refs #17554 and #17561. Both foundations have merged. This slice targets
master. Runtime discovery and the other chat maintenance duties remain
separate work.

**What happened?**

The chat runtime maintenance loop called Discord command registration on
every reconciliation. It repeatedly read durable command state even when
the next remote verification or retry was minutes away.

**Expected behavior**

Use committed producer changes and saved deadlines. Keep the existing
five-minute verification policy, Retry-After, uncertain-write
quarantine, namespace ownership, and credential fences. Do not add a
database table for the timer.

**Steps to reproduce**

Configure a Discord connection and let command registration settle. In
the parent revision, repeated runtime reconciliation still invokes
command recovery. This revision reconstructs command deadlines at
startup and removes that call from runtime reconciliation.

## What Changed

- Expose normalized deadlines from the existing registration store. Park
indefinite retries and invalid or foreign-owned records. Signal before
store-owned claims, receipts, and retry-result writes.
- Discover eligible endpoints in bounded pages. Refresh only affected
endpoint, connection, or company scopes after commits. Dispatch at most
25 due commands per pass with fair company rotation.
- Wire configuration, credentials, provider lifecycle/failure paths,
inbound activation, generic connection mutation/removal/health, access
revocation, and company deletion.
- Register the worker through the chat service and shared coordinator.
Preserve direct foreground setup calls. Refresh an existing local
Gateway through its current owner after command work.
- Preserve dirty work during drain and concurrent changes, back off
unresolved attempts, and join admitted provider work during shutdown.
- Document producer coverage, retained deadlines, supported writers,
verification failures, and remaining runtime/Cloud obligations in
`doc/idle-discord-command-registration.md` and its dated audit.

## Verification

Published head: `547fdf2139144e1e6484198278bf4bb0eade8794`. It normally
integrates master at `f8563d25077b17681ab6ef5949f7b07415a58ede`,
including landed health #17554 and company deletion #17561. Squash
ancestry caused merge conflicts; resolution applied this slice's exact
26-file owned patch from its recorded parent to pinned master. Every
other path matches master. Migration 0394 and the current lockfile are
preserved.

- **141 distinct targeted cases pass** on reconciled production source:
78 complete command-store, batching, coordinator and startup-timing
cases; 8 real automatic Discord and held-transaction Slack cases; and 55
complete startup/export and company-deletion cases. The 1,581 other chat
integration cases were deselected.
- Server typecheck and build pass. The company-deletion fixture
self-migrates an initially empty isolated database. The two Discord
fixtures use separate migrated clones; this is not a fresh-schema claim
for those fixtures. Signal-listener warnings remain recorded without
assertion failures.
- The parent integration preserves health and command notifications at
shared producer sites. It changes no provider behavior, schema or
coordinator contract. Prior producer, backlog, drain/resume,
malformed-hint, transaction, namespace, shutdown and retry regressions
remain in the complete command suite.
- [Landing compatibility
acceptance](https://github.com/paperclipai/paperclip/blob/547fdf2139144e1e6484198278bf4bb0eade8794/doc/idle-discord-command-registration.md#acceptance-after-the-company-deletion-parent-landed-october-27)
records current scope and the earlier failures. Older full-matrix or
combined-stack runs apply only to their stated revisions.
- Fresh exact-head Greptile, Ponytail if present and all CI are
required. No full local repository suite, live provider, Cloud alarm,
host suspension or savings claim is made.

## Risks

- Discord still has real five-minute verification and failure-retry
obligations. This does not prove host sleep or external alarm coverage.
- Runtime discovery, receipt-to-runtime projection, Gateway lease
renewal and persistent sockets remain separate. The remaining runtime
poll can still read command receipts; it no longer invokes the command
protocol.
- Process-local signals cover integrated writers. Independent SQL
writers and other replicas require an explicit wake contract. Existing
authorization and durable ownership checks remain authoritative.
- Refreshes coalesce with a 30-second minimum spacing. Saved work is
never discarded because a call returned without progress.
- No schema migration, new table, workflow or lockfile change is
introduced by this slice. Landed parent repairs are retained. The
receiver child must receive this integration before landing.

## 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 23:32:24 -05:00
DottaandPaperclip 6cc765bd81 feat(live): deliver recoverable transcripts to interested views (#17456)
## Thinking Path

> - Paperclip should show live agent output without repeating
presentation work for every view.
> - Execution, acknowledgements and durable checkpoints must remain
independent of browser interest.
> - The server already owns authorization and redaction at delivery.
> - A shared browser connection can declare which visible runs need full
transcripts.
> - Catch-up must handle subscription races, disconnects, terminal
output and slow consumers.
> - This PR delivers the backend and UI contract together without a
database migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Visible transcript consumers receive recoverable output through one
shared browser connection.

**Current behavior**

Independent views can create duplicate connections, presentation work
and recurring history reads. A subscription race or filtered native
history can lose the saved tail.

**Proposed behavior**

Negotiate run interests, subscribe before catch-up and retain
independent canonical recovery cursors. Keep lightweight lifecycle and
attention events available without full transcript delivery.

PR 4 of #17097 → #17439 → #17455 → #17456. The runtime feature is
independent of hot-upgrade recovery; the stack order is for review
convenience.

## What Changed

- Add additive WebSocket capability negotiation, replacement interests,
revision acknowledgement and resynchronization notices.
- Reference-count visible consumer interests on one company-scoped
browser connection. Preserve older-client/server behavior.
- Reuse canonical structural/current-user/registered-secret redaction
for plugin run notifications through the same bounded delivery queue.
Keep producer and uninterested streams free of recipient lookups.
- Refresh application queries after the matching recovery
acknowledgement, including one follow-up after an older in-flight read.
Ordinary interest acknowledgements add no refresh.
- Keep authorization and redaction at delivery. Browser interest cannot
change harness execution, PRP ACKs, checkpoints, accounting or canonical
logs.
- Deduplicate by sequence and log identity. Catch up terminal output and
saved tails without recurring reads during healthy negotiated streaming.
- Bound delivery to 1,000 items and 1 MiB. Overflow requires
resynchronization; persistent congestion closes the connection.
- Preserve compact-history expansion from current master across
paginated catch-up. Snapshot the original read window before React can
defer its update.

## Verification

On current source `f6710f0b3c`, Linux [job
122604880503](https://github.com/paperclipai/paperclip/actions/runs/40624101891/job/122604880503)
executes all five run-read permission cases successfully (2.574
seconds), including grant and revocation on the same connection. Its
shard passes all 2,430 cases.

Current [server-shard job
122604880416](https://github.com/paperclipai/paperclip/actions/runs/40624101891/job/122604880416)
has 1,513 passes, one failure and three skips: an unchanged nested-clone
expiration/restore test exceeds its 15-second deadline. The preceding
`5efc6c48bf` source has identical non-document bytes; [its corresponding
job
122601359272](https://github.com/paperclipai/paperclip/actions/runs/40623017917/job/122601359272)
passes all 21 nested-clone cases, including that case in 9.505 seconds.
The exact timing cause is unproven. The single diagnostic [retry job
122609332597](https://github.com/paperclipai/paperclip/actions/runs/40624101891/job/122609332597)
passes all 21 nested-clone cases (61.316 seconds), including the
formerly timed-out case in 7.003 seconds, and all 1,514 shard cases
(three skips). The failure remains recorded; no timeout or assertion was
changed.

After the server squash merge and qualification retarget, all 50 focused
server cases and all 91 focused UI cases pass again, with both
typechecks and token gates. Runner vendor preparation rebuilds current
master inputs before those tests. This source needs fresh CI and
reviews; prior CI and browser receipts do not qualify it by inference.

Current candidate `f6710f0b3c` now targets master `6987c2f20b`, after
merged #17097, #17439 and #17455. Its diff contains only transcript
delivery and its documentation. It adds no database migration.
Retargeting changes only the evidence document; all production and test
code is byte-identical to `5efc6c48bf`.

On the eighth integration, all 50 focused server delivery cases and all
91 focused UI cases pass, with both typechecks and token gates. The
following 35-case receipt belongs to the earlier delivery correction.
Four low-queue authorization/decoration stall variants and the
late-rejection case fail before correction. They now verify the
five-second read deadline, old and negotiated clients, revisions that
cannot reset the deadline, unaffected sibling connections, rejected late
results, and timer cleanup. The first combined toast run has four
loopback EPERM failures and 31 passes; its permitted repeat passes all
35. Earlier 28-case evidence excluded the toast file.

The permission correction requires the current HTTP company-scope
transcript permission, plus task access, for both native events and
legacy logs. Prior Linux source `49a8783e9b`, job 122549913643, executes
all five run-read cases, including grant/revocation on the same
connection, successfully. That source placed this file in server shard
11; later shard assignments can differ and must be checked against their
actual inventories. The older `405bedd189` receipt retains a separate
scheduled-retry teardown race and inherited fixture collision; neither
is waived. The new head must pass again in Linux CI.

The seven extracted stream-recovery tests preserve their assertions. All
39 related legacy/native cases, UI typecheck and token gates pass after
restoring the initially missed fixture helper. Earlier full workspace
build/typecheck and Chrome journeys at `445a76563c` cover two views,
company switches, reconnect, terminal catch-up, reload and zero
recurring healthy transcript reads. Those browser receipts are
historical source evidence and do not qualify this new head by
inference. The [qualification
record](https://github.com/paperclipai/paperclip/blob/f6710f0b3c84c6fdb2021df67206261b446dfc97/doc/plans/2026-10-22-hot-upgrade-qualification.md)
retains exact earlier UI/history, source-boundary and cleanup failures
with their fixes and limits.

The workload-cost test preserves bounds and authorization callback
counts for zero interests, one viewer, multiple browsers and a slow
viewer. Its socket congestion is simulated. It measures neither SQL nor
network costs. Current permission checks and the final hosted
active-agent/viewer matrix remain unmeasured; no production savings are
claimed.

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

The earlier recipient corrections pass all 47
registry/plugin/delivery/WebSocket/toast cases and all 174 UI
provider/recovery/interest cases, both typechecks and token gates on
source `b202e59a25`. A real bus/host-service test registers a synthetic
run secret through the production registry and reproduces its raw
notification before the fix; native/legacy/final notifications now
redact it, disposal prevents late worker notification. A later P1 review
reproduces lost final notifications on settings-read and
secret-resolution failure. Both cases fail before correction. Any
delivery failure or subscription timeout now sends one content-free
stream error and removes the plugin subscription. It never changes the
agent execution or run status. Later events start no new redaction
reads. The final integrated six-file server lane passes all 50 cases,
with server typecheck and token gates. Existing browser delivery
behavior is unchanged. Storage and secret-provider seams are scripted.
Two real React Query/provider regressions first miss a run during
resync; both now refresh after the valid replacement ACK, including
pending-read and stale-scope cases. The prerequisite qualification batch
passes all 118 cases and E2E typecheck after master integration. Fresh
CI, security scan and reviews remain pending on this head.

The contribution-rule review correction removes 104 explanatory comments
introduced by this slice and keeps the ordering, deadline and
plugin-delivery explanations in the delivery document. Existing comments
and functional test/lint directives remain. All edited source files have
identical parsed non-comment tokens before and after the change. All 50
server delivery cases and all 91 cases in six affected UI suites pass,
along with token gates. The new head requires fresh CI, security and
review.

## Risks

A slow or disconnected viewer must resynchronize from authorized
canonical history. It may see a display gap until catch-up completes.
Company changes and revoked access must remove delivery interests. This
slice adds no database migration and cannot change execution or recovery
authority. Full transcript delivery evaluates current company-scope
permission per delivery. Active plugin recipients also perform canonical
redaction reads; viewer-load database costs on this final source remain
unmeasured.

## 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
- [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 22:23:30 -05:00
DottaandPaperclip 6987c2f20b test(upgrades): qualify controller replacement with immutable artifacts and phase evidence (#17455)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/105/changes/paperclip/105
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip needs evidence that an admitted execution survives a
main-server replacement.
> - Runner mechanics and server adoption belong to #17097 and #17439.
> - A healthy HTTP endpoint does not prove recovery of the original
execution.
> - Qualification must identify the serving artifact, natural ownership,
authenticated attachment and resumed processing separately.
> - It must also retain failed runs and measure normal-operation costs.
> - This PR extends the existing qualification machinery and acceptance
record.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Operators can assess upgrade continuity from phase evidence tied to
exact artifacts and profiles.

**Current behavior**

A same-artifact restart or synthetic executor pass cannot establish
different-artifact upgrade and rollback support. Idle SQL gates also do
not measure active-run capacity.

**Proposed behavior**

Use immutable A/B artifacts and strict phase receipts through the
existing supervisor. Preserve failed evidence and add measured
before/after workload costs.

Builds on merged #17097 and #17439. The base is now `master`. #17456
follows for review convenience. This PR lands qualification machinery
and the evidence record. The remaining hosted gates stay open for
deployment qualification; merging this machinery does not claim those
experiments passed.

## What Changed

- Extend the main-server supervisor and installed-artifact verification
for actual serving revisions, forward migrations and compatible
rollback.
- Distinguish HTTP readiness, natural ownership, authenticated
attachment, resumed processing and backlog settlement.
- Retain the original reconnect grace and execution identity checks.
Never substitute a new task or edited lease for continuity.
- Reuse real-harness and Daytona qualification paths, with exact profile
and artifact provenance.
- Bind current Copilot attestation inputs in the Daytona image
fingerprint.
- Keep one acceptance record, including both failed file-only stress
phases and the final passing bounded-pool comparison.

## Verification

After retargeting to master, all 158 focused qualification cases across
13 files pass, with E2E typecheck. The first 12-file batch has four
report-lock test failures and 133 passes. Master #17811 had committed
the exact already-approved output lock, while that fixture assumed HEAD
must be the uncorrected input. The fixture now checks both pinned forms,
executes the committed-lock path, and reconstructs the pinned input to
retain all rejection tests. The production helper, policy hashes, patch
and dependency resolution are unchanged. The corrected batch explicitly
includes both process-preservation suites; the prior 146-case receipt
has its own source and selection.

Current candidate `8f1d6ec02f` integrates master `09ad9adce2`, including
the merged server slice. Its diff contains only qualification code and
documentation. The [qualification
record](https://github.com/paperclipai/paperclip/blob/8f1d6ec02f5bf6c90e7b27da8156953cabd9a180/doc/plans/2026-10-22-hot-upgrade-qualification.md)
is the acceptance ledger and retains source-attributed failures and
hosted limits.

On the eighth integration, all 146 cases across 12 focused qualification
files pass, including report-lock preparation, workflow security and
workflow targeting. E2E typecheck passes. The earlier 118-case result
remains attributed to its prior source. The first sandbox invocation has
117 passes and one failure because process inspection was denied during
inert fixture cleanup. The permitted repeat passes all 118 and a
targeted process check finds no remaining fixture daemon. The earlier
96-case receipt remains source-attributed in the ledger. The latest two
review regressions first fail: an intermediate replacement can cite
another runner/session despite a valid final step, and malformed receipt
JSON aborts evidence packaging. Each replacement now binds
run/company/issue/runner/session, and corrupt receipts retain explicit
invalid metadata plus sanitized diagnostics while other logs and
receipts still package. These checks prove qualification machinery with
injected supervisor operations, configuration subprocesses and real
filesystem packaging. They do not qualify a hosted harness.

Three request-reader cases, 14 artifact/configuration/cache/history
cases, and three lost-partial-receipt cases fail before their respective
corrections. The final collector preserves sanitized startup, readiness
and recovery phase receipts through packaging and temporary-root
deletion. Earlier embedded-Postgres initialization, report-catalog
drift, CI scheduling/cleanup failures and fixture collisions remain
recorded with their corrections or limits. The previous Greptile service
error is retained as historical review evidence, not a current review
pass.

The record includes prior source `9bb9d3417e`'s actual Linux
contention/fairness successes and the ordinary-warm regression proof
from the server slice. The historical 300-session component campaign
passes four after phases and retains earlier burst failures. Those
component costs do not establish hosted capacity. The hosted API-only
pair has zero agents/viewers, fails both absolute latency gates and the
candidate memory gate, and does not complete the active-agent/viewer
matrix.

The strict ten-agent same-artifact restart remains attributed to its
original artifact. It does not qualify this updated stack. Actual
A→B/B→A, the normal drain-free Cloud rollout, and other hosted harnesses
remain open. No new provider turn, deployment or hosted qualification
was run during merge preparation.

Prior source `57d3767eac` jobs 122590643944, 122590643983 and
122590644161 ended after runner shutdown/cancellation without final
Vitest results. The shutdown cause is unproven. No retry was issued
before this source was superseded by the required server recovery fix.
These attempts remain failures/incomplete evidence. Fresh exact-head CI,
legacy status, completed Greptile 5/5, resolved feedback and normal
merge eligibility remain required.

## Risks

Different-artifact A→B/B→A, the normal drain-free Cloud rollout path,
other hosted harnesses and the complete concurrency/viewer matrix remain
open. Frozen branch builds are development-build evidence. This PR owns
qualification and evidence; production defects must be fixed in their
earlier owning slice.

## 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
- [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 21:58:09 -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 96727b3cfe fix(server): schedule plugin jobs from saved deadlines (#17518)
## Thinking Path

> - Paperclip manages agents and plugin work.
> - Plugins can declare cron jobs with saved deadlines.
> - The existing scheduler queries for due jobs every 30 seconds, even
when none exist.
> - Empty queries keep an otherwise idle database active.
> - This PR uses the shared scheduler and committed job changes to
discover work.
> - Existing job and run rows preserve deadlines and execution history.

## Linked Issues or Issue Description

**What happened?**
The plugin scheduler on the base of this stack runs empty periodic SQL.
Its registration path also advances overdue timestamps. An empty
replacement manifest can leave removed schedules active.

**Expected behavior**
No recurring SQL when no eligible jobs exist. Configured jobs wait for
their saved deadline. Changes reactivate scheduling after commit. Work
remains protected through drain and shutdown.

**Steps to reproduce**
Start the plugin scheduler with no jobs. After startup, observe queries
during a three-minute idle window. The new PostgreSQL regression failed
on the baseline and passes with this change.

**Paperclip version or commit**
Stacked on #17510 at `4d15c08428`. Deployment: source checkout, local
PostgreSQL, controlled plugin RPC. Related: #7905 covers empty-manifest
sync; this migration requires that behavior on both activation paths.
#11571 proposes company-scoped jobs; this PR preserves the existing
instance-scoped job contract.

## What Changed

- Install the concurrency test barrier before due job notifications can
dispatch.

- Make dispatch the sole reservation owner and preserve retained or
concurrently committed results when unregistering a plugin.

- Replace the private interval with the existing shared deadline worker.
- Signal job definition and run changes inside their owning
transactions. No new tables.
- Wake from plugin registration and worker status events. Retain
explicit scheduler wakes received during drain.
- Preserve overdue work and initialize only missing or changed
schedules.
- Recheck claims under a job-row lock. Keep plugin calls outside
transactions and refill capacity on completion.
- Commit completion and schedule advancement together. Retry failed
persistence without repeating the plugin side effect.
- Track admitted calls through shutdown and synchronize empty manifests.

## Verification

This PR now targets master after #17510 merged as
`4e27a82a4265c01f3ab4f05aaecc010a0026de75`. The normal landed-parent
merge preserves the entire verified `df78ca3b5e` tree byte for byte;
only final publication docs change afterwards. The PR still differs in
its original seventeen paths and has no database schema or migration
change.

Primary test revision: `36be0bd73363680d7666d94ff5f1dd28b27f4235`, on
parent `ba80060407`. Final integration of parent `51668b8240` preserves
all plugin/runtime/shutdown sources from that proof and passes all 63
cases in complete plugin, approval-seeding and scoped-deadline suites at
`56ce7c1d2a`, plus server types/build. Only six parent seeding/doc files
changed; this is not a rerun of all eleven suites. Only the original
seventeen plugin-scheduling paths differ from that parent; all other
tracked files, including migration history, match it.

- **247 cases pass in eleven complete suites:** plugin scheduler,
shutdown, warm standby, plugin environment-driver readiness, delivery
coordinator, both retention workers, approval seeding, decision expiry,
scoped deadlines and startup. Server typecheck and production build
pass.
- The new real PostgreSQL lock test failed before the repair: shutdown
remained pending while the completion update waited for a held run row.
After repair, shutdown reports the statement timeout while the lock
remains held; retry after release commits the saved result with exactly
one plugin invocation. All 34 scheduler cases pass.
- Existing regressions preserve real committed schedule changes, saved
deadlines, manual/scheduled reservation, retained success and failure
results during unregister, completion/unregister lock order, independent
progress, rollback/outer commit, quiet configured states, drain/resume
and shutdown cleanup.
- The parent's complete seeding/producer run passed 522 cases at its
stated revision. Earlier duplicate reservations, overwritten retained
results, hourly-clock fixture failures and combined-stack CI/setup
failures remain recorded in `doc/idle-plugin-jobs.md`, its dated audit
and the stack ledger; they are not erased or recounted as this
candidate's tests.
- The completion timeout is transaction-local and defaults to thirty
seconds per PostgreSQL statement. It does not bound every
shutdown/network operation or make plugin side effects safe to replay.
No full local repository-suite or deployed host-sleep claim is made.

Commands: server Vitest for the eleven suites above; server
typecheck/build. Fresh exact-head CI, Greptile and Ponytail reviews
remain required before merge.

## Risks

- This uses process-local notifications. Independent SQL writers and
other replicas need their own wake integration.
- A run left unresolved after process loss is not automatically
replayed: the external effect may have occurred. Existing
lifecycle/operator reconciliation must resolve it. Live-process
settlement failures retry without replay.
- Job definitions remain instance-scoped. This PR does not implement
company-scoped job dispatch.
- Cloud's plugin sleep blockers remain. Internal deadlines do not add
durable external wake coverage or prove deployed sleep.
- The shared deadline helper now retains direct lifecycle wakes through
drain; existing coordinator and decision deadline consumers are tested.

## Model Used

OpenAI Codex, GPT-6-based agent, with repository tools, code execution,
and GitHub access. The exact serving model 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 21:07:10 -05:00
DottaandPaperclip 2cd747d1b6 perf(server): batch connection install capability checks (#17945)
## Thinking Path

> - Paperclip manages AI agents and their access to external
connections.
> - The connection grants screen describes which agents can receive an
installation.
> - Each candidate currently repeats authorization for every retained
installation.
> - A company installation makes this work grow with the square of the
roster size.
> - This pull request checks retained targets once inside the existing
service owner.
> - The benefit is fewer authorization calls with the same scoped
capability results.

## Linked Issues or Issue Description

**What happened?**

The grants GET repeats connection preparation and retained-target checks
for each candidate agent. A local 100-agent company-install fixture made
50,300 SQL calls and 10,000 target lookups in one capability-description
operation. Open PR searches found no matching capability fan-out fix.

**Expected behavior**

The description must preserve retained-installation obligations and each
candidate's permission. It should evaluate retained targets once per
description. Writes must still authorize fresh.

**Steps to reproduce**

Run the committed benchmark with
`--baseline-ref=f6bc653f7f745adaafa26393852fb2f5a99256a4`. It creates
disposable synthetic PostgreSQL fixtures and loads the actual pre-fix
service from Git. It compares every positional capability, reason, and
operation.

**Paperclip version or commit**

Baseline `f6bc653f7f745adaafa26393852fb2f5a99256a4`.

**Deployment mode**

Built from source. Local real PostgreSQL proof. No hosted rollout.

## What Changed

- Add `describeAgentInstallCapabilities` to connection management.
Ordinary authorization and the batch share preparation, target checks,
and fallback completion.
- Use the batch only for direct saved non-AI connections and board
actors. Complex resources, delegated actors, and unusual saved target
IDs keep the ordinary evaluator. Fallback consumes the first preparation
once.
- Replace only the grants route's editable-agent loop. Keep
configure/use checks, identity filtering, audience disclosure, and write
authority on their existing paths.
- Add scoped-grant, retained-target, error-order, freshness, fallback,
full HTTP response, and real mutation regression coverage. Add a
reproducible benchmark and evidence notes.

## Verification

Real PostgreSQL 18.6 Linux Docker, Node 26.4.0. Two warmups and five
measured samples per arm, in alternating order. These are
service-component measurements with the same SQL-count instrumentation
in both arms. They do not measure the whole hosted endpoint.

| Fixture | Old median | Batch median | SQL calls old → batch | Target
lookups old → batch |
| --- | ---: | ---: | ---: | ---: |
| 100 agents, company install | 24.753 s | 246.39 ms | 50,300 → 503 |
10,000 → 100 |
| 100 agents, partial install | 6.339 s | 236.37 ms | 13,075 → 502 |
2,575 → 100 |
| 1 agent, company install | 5.13 ms | 4.82 ms | 8 → 8 | 1 → 1 |

All eight fixture shapes and every measured iteration had complete
positional equality. One-agent timing ranges overlap. Full ranges,
database settings, and limits are in
`doc/plans/2026-10-27-connection-grants-batch-verification.md`.

- **Passed:** `pnpm -r typecheck` and `pnpm build`, using pinned pnpm
9.15.4.
- **Passed:** 116 focused tests: all 83 connection-management
integration cases use real PostgreSQL and HTTP; 33 batch regressions
execute real policy over synthetic query transport. The integration
cases keep existing database creation, migrations, clients, services,
and assembled HTTP server, with disposable Docker PostgreSQL.
- **Passed:** complete grants GET parity across six human-role fixtures;
real install PUT succeeds before revocation, then fresh GET and actual
PUT deny after revocation without changing saved installs.
- **Passed:** a real PostgreSQL red/green regression for empty saved
target selectors, including candidate-specific decisions and later
reached infrastructure faults.
- **Passed:** independent old/new evaluator comparisons, including
recursive and delegated fallback, run-context reuse, continuation,
failure order, and principal/company isolation.
- **Local full-suite limit:** `pnpm test:run` was attempted and stopped
after native PostgreSQL fixtures could not initialize. An isolated
failed native case reproduced that startup error. The host cannot
allocate PostgreSQL SysV semaphores, including outside the sandbox. The
focused suites use an existing constructor seam to start disposable
Docker PostgreSQL. This is not a complete local full-suite pass.
- **Passed:** all 16 native-runtime cases that failed to start
PostgreSQL on the host, rerun with the disposable Docker provider. The
full local workflow remains incomplete.
- `git diff --check` passes. Greptile is 5/5 with no actionable findings
on final head `41dcf3ae029b6c60999ca6208136399b0af663d0`. All final-head
CI gates passed, including the full PR workflow. The two Storybook
checks are expected skips because this change has no UI changes.

Normal reproduction:

```sh
node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --baseline-ref=f6bc653f7f745adaafa26393852fb2f5a99256a4
cd server
pnpm exec vitest run src/__tests__/connection-install-capabilities.test.ts src/__tests__/connection-management.integration.test.ts
```

## Risks

Retained facts are observed once during one descriptive call. A mid-call
revoke or deletion can leave a stale displayed choice. The next
description and every mutation or human continuation read fresh
authority. The batch returns no reusable authorization context.

The bound applies to target evaluations in the eligible shape. Scoped
grant payloads and hierarchy reads can still grow inside each policy
decision. Complex resources and agent callers keep existing costs.
Hosted latency improvement remains unverified. There is no migration,
provider protocol change, new worker, persistent cache, or UI contract
change.

## Model Used

OpenAI Codex with code editing, execution, and test tools. Design, test,
and independent review agents used exact model IDs `gpt-6.1-sol` and
`gpt-6-astra` with xhigh reasoning. The host did not expose the primary
session's exact model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:59:01 -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 d23dd19750 fix(server): preserve terminal workspace cursors and retry deadlines (#17505)
## Thinking Path

> - Paperclip manages agent work and its execution workspaces.
> - Workspace recovery scans candidates and retains deadlines for
unfinished work.
> - Rounded database timestamps can prevent a scan from advancing.
> - Separate clock reads can give one retry obligation different
deadlines.
> - Repeated inspection must preserve both scan progress and the saved
retry time.
> - This PR keeps full cursor precision and computes each retry deadline
once.
> - Recovery can finish its scan and wait until work is actually due.

## Linked Issues or Issue Description

**What happened?**

Terminal workspace recovery can repeatedly inspect the oldest skipped
candidate when its timestamp contains microseconds. Eligible workspaces
behind it never reach cleanup. Separately, nested-clone migration and
isolated-repository rehome recovery use separate clock reads for their
retry gate and advertised deadline. A later inspection can move the
advertised deadline backward.

**Expected behavior**

Each bounded scan advances using the complete timestamp and ID. The
retry gate and advertised deadline represent the same saved time,
including when the clock advances between calls.

**Steps to reproduce**

For cursor starvation, place two skipped workspaces with microsecond
timestamps before an eligible terminal workspace and use a one-row page.
For deadline drift, inject a clock that advances one millisecond per
read, run disabled migration or rehome recovery, then inspect it again
before the retry time.

Stacked on #17497. Related cursor fixes #17479 and #17482 have separate
owners. This PR owns workspace recovery cursor and retry precision.

## What Changed

- Preserve the database timestamp as text in the private timestamp/ID
cursor.
- Compute one retry time per migration or rehome outcome and reuse it in
the existing maps.
- Test the cursor with real PostgreSQL microsecond timestamps and the
retry boundary with a deterministic advancing clock.
- Support validated disposable external test databases in the affected
fixtures, retaining embedded fallback.
- Document the evidence in `doc/idle-terminal-workspace-pagination.md`.

## Verification

Current test revision: `9d846c84e76c90893ab62a09548c11bbdb627771`,
followed by docs-only head `a34dc50de3`, which received both 5/5 reviews
and passing CI. This candidate normally integrates landed approval
retention `553a004926`. Every runtime and acceptance-test source matches
that tested/reviewed tree; only four independent Runner E2E accounting
files and the ledger differ. Migration metadata is unchanged. Existing
local checks are reused for their unchanged source; fresh final-head CI
and reviews are required against master. This remains the
terminal-precision duty.

- **136 cases pass** in four complete suites: execution workspace
service, terminal worker, isolated repository rehome and nested-clone
migration. Server typecheck and production build pass with the current
Runner vendor.
- The preceding `f0f0de1f6f` run also passed all 136 on three newly
created, unmigrated PostgreSQL databases. The suites themselves applied
migrations. The current run reuses those clean fixtures after
integrating the parent's approval wake repair; it is not presented as a
fresh-database run.
- The regressions retain real PostgreSQL microsecond timestamps and an
advancing clock. Before repair, skipped rows starved eligible cleanup
and early inspection moved a saved retry by one millisecond. Current
assertions preserve exact progress/deadline behavior; no timeout or
business policy is weakened.
- Earlier external-fixture setup tests failed with missing
company/restore-point schema. Their setup repair and red/green record
remain in `doc/idle-terminal-workspace-pagination.md`. This PR adds no
migration or new queue.
- Earlier stack integration receipts and failures remain in the stack
ledger and `doc/idle-approved-tool-recovery.md`; they are historical
parent evidence, not this head's acceptance. No full local repository
suite, deployed suspension, fleet cost or live provider qualification is
claimed.

Commands: server Vitest for `execution-workspaces-service`,
`terminal-workspace-work`, `isolated-repository-rehome` and
`nested-clone-migration`; server typecheck/build. Fresh exact-head CI
and Greptile/Ponytail 5/5 remain required before merge in dependency
order.

## Risks

The cursor remains private query state. Retry intervals, eligibility,
cleanup authority, and shutdown behavior are unchanged. No schema,
queue, external alarm, or additional polling loop is introduced. The
tests establish workspace recovery behavior, not host suspension or cost
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 19:42:58 -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 2adcde162e fix(server): wake Grok dispatch from committed reservations (#17490)
## Thinking Path

> - Paperclip manages agent work and should become idle when no work is
owed.
> - Grok routine dispatch already persists each outbound intent before
delivery.
> - Its dispatcher starts a one-second timer whenever public MCP is
configured.
> - That timer queries settings even when Grok is disabled, and scans
dispatches when enabled but idle.
> - The reservation transaction and feature-setting transaction already
define when work can become available.
> - This PR connects those writes to the shared coordinator and retains
the Grok service's claim and delivery policy.
> - The worker becomes quiet without adding a queue table or replaying
uncertain sends.

## Linked Issues or Issue Description

Stacked on #17486. This PR owns only Grok routine dispatch. It does not
include decision retention or other remaining maintenance owners.
Related open Grok PR #17278 concerns Runner credential-lease fixtures,
not this dispatcher. The duplicate search found no overlapping
dispatcher migration.

**What existing behavior does this improve?**
Grok routine dispatch recovery in the server.

**Current behavior**
With public MCP configured, the dispatcher reads instance settings every
second, including when Grok is disabled. With Grok enabled, it scans for
prepared dispatches every second. The baseline regression observed three
queries in 3.2 seconds with Grok disabled.

**Proposed behavior**
Reconcile once at startup. Wake from committed dispatch reservations and
experimental-setting changes. Schedule another pass only while prepared
dispatches remain or reconciliation failed. Disabled and settled workers
perform no recurring SQL or provider calls.

**Reason and benefit**
Remove unnecessary tenant database activity while preserving dispatch
recovery, current authorization, provider outcome semantics, and
shutdown ownership. This follows the existing sleep-aware maintenance
direction; ROADMAP review found no competing dispatcher redesign.

**Breaking changes**
No public API or provider payload change. The internal dispatcher start
method receives the shared coordinator; that coordinator now owns
shutdown. Sending, accepted, unknown, and terminal dispatches remain
non-replayable. This does not extend Cloud wake coverage.

## What Changed

- Register the Grok worker with the existing coordinator; remove its
independent timer.
- Signal reservation and experimental-setting writes before commit.
Nested writes follow their outer transaction.
- Preserve ten-row batches, durable send claims, current authority
checks, and existing cancellation/uncertainty policy.
- Join admitted work during shutdown and leave later rows for restart.
- Add a concurrent, replay-safe partial index for prepared dispatch
lookup. Keep only the five newest generated snapshots.
- Reuse the existing real OAuth/agent/routine fixture for lifecycle
tests and add a validated external PostgreSQL test option.
- Document producers, recovery, quiet conditions, and remaining
host-sleep limitations.

## Verification

Test revision: `6d81746fe260ee879442e7e0c879cfe88c250c8e`, followed by
docs-only head `679f523d78`, which received both 5/5 reviews and passing
CI. This candidate normally integrates landed target `8dfed893d8`. Its
entire runtime and acceptance-test sources match that reviewed/tested
tree; only four independently merged Runner E2E accounting files and the
ledger differ, preserved exactly. Migration 0391 and the parent journal
prefix are unchanged. Local checks were not repeated on unchanged
runtime; fresh final-head CI and reviews are required.

- **273 cases pass** in nine complete suites: real-PostgreSQL dispatch
lifecycle, Grok qualification, server startup, scoped deadlines and all
five instance-settings suites. Server typecheck and production build
pass with the updated Runner vendor.
- The baseline disabled-feature regression failed with three SQL reads.
Existing lifecycle cases cover first reservation, restart,
non-replayable history, re-enable, outer commit/rollback, drain,
failure/retry, concurrent enqueue, paging, foreground send race, expiry,
settings commit/rollback, and shutdown.
- Generated migration `0391_third_roulette.sql` adds only the
concurrent/idempotent prepared-dispatch index. All 389 parent journal
entries are unchanged; five generated snapshots remain (0387–0391).
Migration safety/numbering, schema drift and actual fresh apply/replay
on two isolated PostgreSQL databases pass.
- The earlier 259-case selection and 40,000-row generic-plan probe
remain historical evidence: both unchanged queries used the partial
index, six shared buffers including the routine join, 0.032ms / 0.025ms
local execution. No new deployed suspension or cost claim is made.
- Earlier browser CI failed during agent-chat fixture restoration (lock
timeout/HTTP 500), followed by a test seeing the experiment left
enabled. Those failures remain recorded in the owning audit; they were
not dispatcher assertions. Later pre-reconciliation `a74305e2b4` checks
were terminal and green. Fresh CI and both 5/5 bot reviews are required
for this head.

Commands: server Vitest for `grok-dispatch-work`, `grok-bot-routine`,
`server-startup-feedback-export`, `scoped-deadline-work` and the five
`instance-settings-*` suites; server typecheck/build; DB migration
safety/numbering, snapshot drift and fresh migration apply/replay.

## Risks

- Signals are local to the shared database owner and its child pools.
Independent SQL writers and other replicas need explicit wake
integration. Startup recovers committed prepared rows.
- Disabled Grok retains prepared rows and resumes after a committed
settings change. This does not relax Cloud's binding/assignment/hold
guards.
- Existing send-error cancellation policy is preserved. Sending or
unknown outcomes are not reset or automatically replayed; this is not an
exactly-once delivery change.
- Shutdown awaits the current send within existing transport timeouts
and stops before the next row.
- The index adds write/storage cost but bounds queries independently of
completed history. Existing migration execution runs concurrent index
creation outside a transaction.

## 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 19:07:53 -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
DottaandPaperclip 0c9d10d695 feat(connections): complete saved setup guidance and coverage maps (#17739)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product and agent access maps describe the same capability IDs.
> - Agent connection management changes the callable operations and
permission boundaries.
> - Reviewers need an operation inventory that distinguishes API access,
human handoffs, and fixture evidence.
> - This pull request adds saved setup screens and updates the maps for
#17737.
> - The benefit is that users and contributors can inspect the coverage
and remaining boundaries.

## Linked Issues or Issue Description

**Subsystem affected**

Product and permission documentation, saved authentication setup UI and
consent metadata, and product/agent access maps.

**Problem or motivation**

The current maps describe board-only management paths. They need to
match delegated connection management and distinguish administration
from ordinary tool execution.

**Proposed solution**

Record route operations, required grants, responsible-user limits,
transport, saved authentication handoffs, provider-fixture evidence, and
explicit local-operator boundaries for every connection family.

**Roadmap alignment**

This is the documentation companion to #17737. It covers existing
Connected Apps, governed MCP gateways, chat channels, and
personal/shared AI accounts. It uses existing server setup operations
and adds their saved handoffs to the existing UI.

## What Changed

- Show saved AI sign-in and connection setup handoffs in the existing
UI.
- Open GitHub import and rotation links at the required human step.
Resume a committed rotation after reload without asking for another
secret.
- Restore saved Google service choices for the addressed user while
preserving newer consent. Successful direct/cloud consent records its
own timestamp, independently of refresh or lease writes; existing
refresh paths preserve it.
- Update product, implementation, and permission-default documentation.
- Reconcile app permissions, connection setup, chat channels,
profiles/gateways, and model account coverage.
- Use matching capability IDs in the product and agent access maps.
- Label source-reviewed operations separately from fixture-tested
operations and live provider setup.

- Preserve catalog creator attribution under the responsible user, with
the actual agent still recorded. This follow-up moved from the
implementation to keep both reviews below 100 files. This companion now
changes 38 files, including the preserved Vercel personal-credential and
OAuth callback attribution follow-ups alongside consent and catalog
ownership.

- Name the addressed-human browser-session and consent step for Slack
managed authorization and installation. Preserve source-only evidence
for those individual operations.

## Verification

- Current companion head: `04d40cdd605452d91cf4931476eb292a210825af`,
including implementation `2ecd6451d0` and master `ea727dc3c2`, 38 files.
All intended companion files survive: 35 are byte-identical to the
previous companion; two chat maps and qualification add current
evidence. Exact-head Superagent passed and Paperclip Review supplied an
actual neutral5/5 assessment with no findings and explicit
no-independent-runtime/live/current-CI verification limits. Exact-head
Greptile also completed at5/5 with no findings; both formerly failed
shards and their verification aggregate passed on attempt2; full
exact-head Linux CI workflow40446969603 completed SUCCESS. All current
checks and statuses are terminal clean, with no unresolved findings.
This PR remains dependent on #17737 and needs fresh checks after its
required post-squash replay. The preceding 605 head’s reviews are
historical after this update. Older b0ea Linux workflow success after
its single rerun also remains historical.
- Earlier preserved-stack verification passed **2,165 tests**: 70
assembled-server actual-auth scenarios, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases in fresh PostgreSQL.
The parent also passed **141 existing gateway/policy tests**. Workspace
typecheck/build, maps and token gates passed. The initial typecheck IPC
denial and all material intermediate regressions remain in the
qualification record; no full local sweep or live provider setup is
claimed.
- Operation maps now cover issuer/target gateway policy intersection and
post-approval revocation, bounded activity pagination through
private-only windows, and native local-login encrypted receipts. The
companion preserves the Vercel OAuth callback ownership change with its
existing credential ownership follow-up.

- Parent CI has one retained connection-intent e2e failure from a
periodic-recovery timing race. GitHub refused the first job-rerun
attempt while its workflow was nonterminal. Once completed, the single
failed-job rerun was accepted as attempt 2 and passed, including the
full parent Linux workflow.

- Companion Linux server shard 4/12 retained a cleanup-idleness timeout
in `login-cleanup-work.test.ts` (active work was still 1 after its
five-second wait). The same unchanged cleanup suite passed all 16 cases
in the parent Linux job 121950185096 and all 16 cases locally against a
fresh disposable PostgreSQL database. Relevant cleanup/reaper/scheduling
runtime code is unchanged. The single unchanged-code failed-job rerun
was accepted as **attempt 2** on the previous `b0ea3c940f` head
(workflow 40431671705). The failed shard and complete Linux workflow
passed on attempt 2; no additional unchanged-code rerun was used for
this failure. The first local attempt failed the existing dedicated
`_test` database-name guard before running tests; the correctly named
fixture passed without weakening the guard.

- **Earlier 82 GitHub UI tests passed**. All three new replacement cases
were red before the fix. A confirmed unchanged generation preserves the
earlier copy; a changed or unreadable generation blocks copying and
reconnecting. An explicit status check can restore the copy when it is
still current. All earlier import, rotation, verification, and retry
states remain covered.
- The complete stack passed **82 API/OpenAPI tests** in fresh
PostgreSQL, including 55 scenarios with real agent keys, run JWTs, human
sessions, production defaults, persistence, and deterministic providers.
The parent also passed **60 Copilot installation tests**, preserving
published v62 and binding combined guidance as v63.
- **Earlier 10 focused Google/OAuth tests passed**: eight picker cases
and two local-HTTP protocol cases proving consent metadata survives
concurrent token refresh. The refresh and legacy UI cases were red
before the fix. These protocol fixtures use the existing injected board
actor and do not count as agent-authenticated proof.
- Workspace typecheck/build passed after the consent change; normal
migration generation reported no SQL changes for the additive JSON
metadata. The parent's latest caller-authorization correction passed
server typecheck/build. Map validation and token gates passed. Maps
cover 35 areas and 192 capability IDs. The specification names migration
`0380_broken_aqueduct.sql`.
- The test-call operation maps now record the full caller/target tool
access decision (profiles, policies, and explicit grants), credential
identity for every auth label, approval, and rate checks. The
profile-only precondition was removed after the new permitted-access
cases failed; those cases and the no-auth identity regression now pass.
Saved test status requires its originating principal and current
linked-task access; actual key/JWT privacy-denial evidence is recorded.
- Tool-connection activity is now operation-verified: 100 events over
two tasks require two capability decisions and at most two run captures
(previously 100/102), preserve private-event filtering, and deny the
next request after audit revocation. The regression was red before the
fix.
- Cloud enrollment creation and callback entries now name
instance-administrator and company/principal checks. The callback is a
browser return with HTML or a 303 redirect. Status reads retain their
separate board-actor rule.
- Operation maps identify the API, transport, authorization, evidence,
and human/operator boundaries. Structural checks do not establish live
provider behavior. Earlier failures and fixture corrections remain in
`doc/plans/2026-10-13-connection-api-parity.md`.
- An earlier companion head (`26edbe17`) received an actual Paperclip
Review assessment of 5/5 with no actionable findings, published with
neutral status. That review did not run tests or confirm CI, and it is
historical for this new head. The prior incomplete execution result is
not counted as a passed assessment. Fresh review remains pending. The
duplicate enrollment findings have explanatory replies and are resolved.
- The latest implementation correction passed all 55 actual-auth
scenarios and 27 OpenAPI contracts (separate commands). It repairs
unavailable old credential material, preserves fresh import versus
configured reconnect links, and distinguishes credential field
sets/completion modes in handoff keys. The new fresh-link and collision
cases were red before the fix. All 41 GitHub wizard tests now pass,
including filling the fresh saved handoff and asserting App import
rather than reconnect; UI typecheck, maps and token gates also pass.
Qualification retains the earlier failures and an incorrect OpenAPI
filename that selected only the integration module before the correct
separate contract run.
- Configured GitHub credential-entry links carry canonical requested
fields and all/any mode. The form displays and submits those values
through human reconnect while retaining other saved credentials. Two
webhook/client-secret cases were red before the fix; combined all/any
and legacy-link cases also pass. The current UI fixes the old bf760912
baseline referenced by the duplicate main review finding.
- After merging master baec3abd67 and regenerating migration0380, the
complete stack passed **128 tests** (55 actual-auth, 27 OpenAPI and 46
GitHub wizard cases), workspace typecheck/build, maps and token gates.
Eight current Google UI cases also passed. The two local-HTTP OAuth
cases could not initialize embedded PostgreSQL in this fresh attempt, so
that attempt is not a protocol pass; the earlier ten-case evidence is
historical and fresh Linux CI remains required.
- The reproduced Linux automatic-Slack challenge failure is fixed by
retaining verification only for the same signing fingerprint and
callback URL; all eight neighboring provider compatibility cases pass.
Qualification also retains the uncommitted GitHub field variant that
failed initial-secret compatibility before the extension was narrowed to
reconnect, and the first unmigrated external-database diagnostic.
Upstream 0379 remains intact; normal generation/pruning produced
additive/idempotent 0380, with repeated application verified.
- Both PRs must ship together. The user authorized merging when checks
pass. Merge #17737 first, replay only this companion's changes onto
master, retarget this PR, and require fresh current-head CI and review
before its squash merge.

- The updated maps distinguish authorized bot-token/API-key setup from
human verification-key entry and forbid generic channel secret-reference
replacement. Actual key/JWT security baselines were red before both
guards; all 82 API/OpenAPI cases, eight native receipt protections, and
49 policy-service tests now pass. The qualification record preserves the
initial lifecycle/fixture/union-assertion diagnostics and the preceding
Linux CI assertion failures. Maps pass on this updated stack. Fresh
exact-head CI and reviews remain required.

- The parent now preserves a per-field credential-change boundary before
retiring saved credential-entry cards. Old health, unchanged entry,
unrelated repair and retries cannot bypass it. Current authority is
checked before and inside credential persistence; a real provider-time
revocation regression was red before the fix. Final 82 API/OpenAPI
tests, four neighboring lifecycle cases, and server typecheck/build
pass. Maps pass, and qualification retains the hidden-metadata fixture
failure and the measured minute-boundary rate-test failure. Production
rate behavior is unchanged; only the relevant test Date clock is fixed.

- After the current master/parent refresh, all **341 affected UI
cases**, combined workspace typecheck/build, maps and token gates pass.
The updated parent also passed **97 actual-auth/OpenAPI cases**, **141
gateway/policy cases** and **61 profile installation cases**. Published
upstream Copilotv62/v63 remain unchanged; combined guidance is now v64
(`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`).
Qualification retains the initial source-identity failure and fixture
port/migration setup failures. No full local sweep, fresh local OAuth
protocol run or live acceptance is claimed; fresh Linux CI must qualify
this successor.

- Latest review follow-up: the parent fixes caller-policy bypass in
Slack tests/invitations and premature identity-handoff completion. The
maps now name caller/target Block/Ask/rate intersection, one charge for
a shared bucket, and the addressed human’s exact current identity link.
Parent verification passes all **99 actual-auth/OpenAPI tests**,
typecheck and build. The preserved combined companion passes the four
focused tests (including twelve Slack policy/recipient combinations and
the actual human OAuth confirmation path), workspace typecheck/build and
maps. The 50 embedded-PG continuation cases were skipped locally because
their database could not start; fresh Linux CI remains required. All
material red/intermediate results and corrected-fixture evidence are
retained in the qualification record.

- Current `04d40cdd60` CI workflow40446969603 retained two new failures:
server1/12 `workspace-runtime.test.ts` could not reach a fixture
subprocess’s health endpoint within its ten-second readiness window
(job122001926052), and chat2/3 `wakes Slack session sync from
publication commit and leaves settled action queues quiet` observed one
select after its idle predicate (job122001925936). Both same cases
passed in parent `2ecd6451d0` Linux jobs122001920494/122001920581. The
runtime and queue implementations are unchanged by this companion. Both
failing cases also pass unchanged locally: two real-subprocess runtime
readiness/reuse tests and the exact Slack quietness assertion against a
fresh migrated PostgreSQL database. Logs:
`/tmp/parity-04d-server1-failure.log`,
`/tmp/parity-04d-chat2-failure.log`,
`/tmp/parity-2ecd-server1-green.log`,
`/tmp/parity-2ecd-chat2-green.log`,
`/tmp/parity-04d-runtime-qualified.log`,
`/tmp/parity-04d-chat-quiet-qualified.log`. The single standard
unchanged-code failed-job rerun was **accepted as attempt2** on the
unchanged exact head at `2026-10-27T04:24:30.513973+00:00` after the
workflow completed. Both new failure retry allowances are now
**consumed**; both failed shards and the complete Linux workflow have
now passed on attempt2, including the verification aggregate. No
additional unchanged-code rerun will be requested for either failure. No
timing, assertion, idle-work guard or policy was weakened. If either
case fails again, investigate/fix rather than rerun again. The older
5b/b0ea rerun allowances remain consumed and separate.

## Risks

- Saved handoff links depend on the API changes in #17737, including the
nonsecret credential-generation metadata. Both PRs must ship together.
- A map can overstate operation coverage. Entries identify their
evidence and retain human authentication and trusted-host limits.
- Structural map checks do not prove live provider behavior.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — focused UI/guidance and
map checks
- [x] I have added or updated tests where applicable — saved setup UI
tests and map validation apply
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green — exact `04d40cdd60` full Linux
CI completed SUCCESS on attempt2; all current checks/statuses are
terminal clean, with an actual neutral5/5 Paperclip assessment
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `04d40cdd60` review completed with no findings
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:21:02 -05:00
TonioandClaude Fable 5.1 3e7c3ee9a9 fix(ui): fall back to the icon face when an Artifacts V1 preview fails to load (#17260)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents produce artifacts: documents, files, pictures, video and
links. The Artifacts V1 presentation (`enableArtifactsV1`, #17228) shows
them as prints, sheets and rows on the Artifacts page, in the panel's
Artifacts tab and in the task thread
> - A picture is printed from its attachment's content path. When that
content cannot be loaded (on staging, image work products whose
attachment returns 404), the browser draws its broken-picture glyph
inside the bordered print and inside the 40px row thumbnail
> - The presentation already has a face for a file with nothing to show:
the icon sheet (the faint glyph and the type label) and the row's
document icon. A picture that cannot be loaded should take that face,
not a browser glyph
> - This pull request listens for the element's own `error` event in the
V1 primitives and falls back to the icon face on all three surfaces: the
stack front and the single tile on the Artifacts page, and the panel and
thread rows
> - The benefit is that a missing or unreadable file reads as a file of
its type everywhere, with no fetch to find out, and nothing changes for
a picture that loads

## Linked Issues or Issue Description

No public issue exists. This section follows the bug report template.

**What happened?**

With Artifacts V1 on, an image work product whose attachment content
returns 404 ("Attachment not found") shows the browser's broken-image
glyph inside the bordered print on the Artifacts page (the stack front
and the single tile) and inside the 40px thumbnail in the panel and
thread rows.

**What did you expect to happen?**

The artifact shows the icon face a file without a preview gets: the icon
sheet with the faint glyph and the type label on the Artifacts page, and
the document icon with the type label in the rows.

**Steps to reproduce**

1. Turn on Settings > Experimental > Artifacts V1.
2. Register an image work product whose attachment content returns 404,
or delete the attachment behind one.
3. Open the Artifacts page, the task's Artifacts tab and the task
thread.

**Relevant subsystem**

The web UI (`ui/src/components/artifacts/v1/`).

## What Changed

- `ArtifactPrint`: a new `usePreviewFailure(source)` hook beside
`useImageAspect`, and an `onMediaError` prop wired to the `error` event
of the print's `<img>` and `<video>`. The hook remembers the source that
failed rather than a flag, so a front that moves on to another picture
(a stack's newest artifact) gets a fresh chance.
- `ArtifactFront`: owns the failure state for its subject and renders
the icon sheet (`IconSheet`, the `icon` treatment) once the print
reports an error; it passes the error on through its own `onMediaError`.
- `ArtifactStack`: on an error it stops fitting a print and stands the
icon sheet where a sheet stands in the media stack (the portrait anchor,
where audio stands), keeping the media backing.
- `ArtifactRow`: the thumbnail listens for `error` on its `<img>` /
`<video>` and gives way to `ArtifactRowIcon`, the document icon with the
type label.
- Until the picture loads the print stays the 4:3 placeholder, and a
picture that loads behaves as before. No fetch is made to detect a
failure.
- A failed video takes the plain icon sheet with no play disc, since the
stream it would promise cannot play; a video with no URL at all keeps
the existing media-fallback treatment with the disc.
- `index.ts` exports `usePreviewFailure`; the plan doc
`doc/plans/2026-10-22-artifacts-mvp-v1.md` records the fallback.
- Tests: `ArtifactTile.test.tsx` covers the single tile (4:3
placeholder, then the icon sheet after `error`), the picture stack (the
sheet stands where the audio stack's sheet stands, on the media backing)
and a video whose stream fails (icon sheet, no play disc).
`ArtifactRow.test.tsx` covers the thumbnail and the video thumbnail
giving way to the document icon, and a new source getting its own
chance.

## Verification

- `cd ui && npx vitest run src/components/artifacts/v1` — 6 files, 33
tests pass (5 new).
- `pnpm run check:token-gates` — exits 0: all four token gates clean,
palette tokens and the ClipLab character in sync. (The bare `pnpm
check:token-gates` form reports "Command not found" under pnpm 9.15.4 in
this worktree; `pnpm run` works.)
- `cd ui && pnpm typecheck` — exits 0 with no errors.
- Browser proof on a throwaway backend-free vite page (not committed)
rendering the primitives with a 404 picture, a 404 video, a picture that
loads and audio: on the Artifacts page the 404 picture's stack front is
the PNG icon sheet at the same position as the audio stack's sheet (left
37.89px, top 13.34px) on the media backing; the single tiles show the
PNG and WEBM icon sheets with no play disc while the loading picture
keeps its fitted 240×160 print; the rows show the PNG and WEBM document
icons with no `<img>`/`<video>` left, while the loading picture's row
keeps its thumbnail. Not run: the browser suites (`pnpm test:e2e`, `pnpm
test:release-smoke`) and a live staging check.

States enumerated: loading (4:3 placeholder print, unchanged), loaded
(fitted print, unchanged), failed picture (icon sheet / document icon),
failed poster-less video (icon sheet without play disc / document icon),
source changed after a failure (print again).

## Risks

- Low risk. The change is behind `enableArtifactsV1` and only acts on
the element's `error` event, which fires for a 404, a network failure,
or content that is not decodable as a picture; nothing is fetched to
find out.
- `ArtifactFront` and `ArtifactStack` each keep the failure state for
their subject (as both already keep the loaded aspect), set from the
same event in one render; a consumer that renders `ArtifactFront` with a
print size but ignores `onMediaError` still gets the icon face, only at
the print's position.
- A picture that fails once and later becomes readable at the same URL
keeps the icon face until the surface remounts or the subject moves on
to another source; the data does not change under a mounted tile in
practice.

> 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 (Anthropic), model ID `claude-fable-5-1`, extended thinking,
running in Claude Code (desktop app) with tool use: file editing, shell,
Vitest, and the built-in browser for the proof page.

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-26 21:08:49 -07:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists and inboxes are the main entry points to that work.
> - Cold opens fetch overlapping task lists, task descriptions, and run
details before useful rows settle.
> - Independent responses can insert rows above content that a person
has started to read.
> - This pull request loads a small task index first and adds details
only for visible rows.
> - It keeps row order and geometry stable while those details arrive.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cold opens of Tasks and Inbox, including the shared navigation badge.

**Subsystem affected**

Server list reads, shared response contracts, and the React UI.

**Current behavior**

The badge fetches full task bodies. Mine fetches several overlapping
lists. Historical diagnostics and row metadata add work before the first
useful list. A fast failed-run response can appear before task rows,
then move down when tasks arrive.

**Proposed behavior**

Load the selected inbox source and its required context together. Use an
index without task descriptions or recovery diagnostics. Fetch
diagnostic details for up to 50 visible rows. Keep skeletons, recovery
indicators, external status, and live metadata in fixed space.

**Reason and benefit**

Reduce work on a cold open and prevent loading-induced row movement. On
the same 100 local fixture tasks, the compact response was 262,441
decoded bytes and the index was 110,909 bytes. This comparison excludes
compression and is not a page latency benchmark.

**Breaking changes**

Existing full and compact responses remain available. New index/row
projections are opt-in and marked as partial data. Mine keeps its
existing most-recent-100 display limit, now selected on the server.
Existing filters and group preferences remain in the client. No database
migration.

**Additional context**

Refs: #17593. Related: #13095, #17428, #13803. This change addresses
collection overfetch and layout stability. It does not replace the
blocked-inbox query work or the database activity-index work.

## What Changed

- Add authorized index and row projections, with bounded task and parent
ID batches.
- Replace badge list downloads with unread IDs and aggregate counts.
Preserve actor privacy, dismissals, and local archive behavior.
- Load only the selected inbox source, plus bounded parent and
failed-run context. Return only relevant failures from the bounded run
window.
- Batch hierarchy reads, including at most one authorized child per
collapsed parent in one request. Collapsed markers do not consume the
expanded row budget, and partial descendant counts are not shown as
totals. Enrich visible rows without replacing membership, ordering,
titles, or read state.
- Reserve row geometry on desktop and mobile. Reveal the initial inbox
only after its sources settle. Preserve legacy task-list reads.
- Start collection module downloads during access checks. Keep partial
rows out of the task-detail cache.
- Keep ETags and concurrent request sharing for the new projections, but
skip the short server response TTL so archive undo sees fresh state.

## Verification

- On final head `ef6afb2a56`, the full CI workflow passed, including
build, typecheck, server/workspace/runner suites, and all eight browser
shards. A server shard reported **1,489 passing tests** before runner
shutdown canceled the job; its single infrastructure retry passed. Both
Greptile and Paperclip Review are **5/5**, with zero unresolved review
threads.
- The optional external **Entire Gates** check remains `unassessed`
because it has no active assessed Change for this comparison. Entire is
not set up in this checkout. The repository ruleset requires `ci /
verify` and `ci / e2e`; both passed. No gate configuration was changed.

- Passed workspace typecheck after the final API batching change. The
full production build also passed on the final commit; the exact-retry
E2E run built the shipped UI.
- Passed token gates and map validation. The final batch-preview pass
has 91 passing route/hierarchy/component tests, including privacy,
request bounds, 30 collapsed parents in one read, and a 120-child parent
alongside a sibling.
- Passed the 166-test focused UI/inbox/badge run, 47 additional UI
regression tests, and 34 issue-list route tests. The latest regressions
cover low-trust agent badge IDs, cold company selection, 30
description-only Mine matches with archive actions, retrying optional
row details, and collapsed/expanded siblings.
- The full local `pnpm test:run` spanned the rebase and reported
failures in five suites before it was stopped; it is not claimed as a
complete pass. A fresh serial rerun of all five suites passed
**452/452** tests (tool gateway, native resume, project repositories,
workspace recovery, and runner selection). Full current-commit coverage
is checked by CI.
- Real browser: delayed index and row-detail responses on Tasks and
Mine. The first placeholder and first row had the same origin and
44-pixel height. Twelve rows on each page had zero position, height, or
title-width change after recovery details arrived.
- Real browser: reviewed long titles and recovery status at a 390 by 844
viewport. Task text stays on one line and recovery uses a compact
indicator.
- Three fresh document loads per page on final commit `260893bf92`, with
HTTP cache retained on a warm local development server: Tasks
1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead
is included. These values must not be compared directly with staging
latency or the earlier local samples taken during a full test run.
- The browser archive test exposed stale results after Undo. The new
projections now bypass the server TTL; immediate-mutation regression
tests pass. The final browser retry passed: Archive followed by Undo
restored exactly one row and the badge count.

- CI exposed a hook-order crash when company selection resolved after
the first inbox render. The hook now runs before the empty-company
return. All seven affected exact-retry and legacy-continuation browser
scenarios pass locally after the fix.
- Real browser review regressions: 97 description-only source matches
retained Archive actions; deliberately failed optional row reads
displayed a retry notice while all 12 observed row positions and heights
stayed unchanged. Retry restored the recovery indicator. Network fault
injection was removed.

- The final production build and workspace typecheck passed. Final
focused verification passed 153 UI/helper tests and 26 heartbeat privacy
route tests. Final review regressions cover newer diagnostics arriving
during the index read, reloading diagnostics when the same task ID
changes version, optional source failure/retry without hiding available
rows, and required external-status filter failure. The latest-failures
route test verifies bounded selection, agent filtering, success
suppressing an older failure, and private-run redaction.
- Real browser: deliberately failed the run source, then retried it.
Twelve available task rows kept the same position and 44-pixel height
before, during, and after retry. No loading skeleton replaced them.
Fault injection was removed.
- Hierarchy review decision: the cold-open barrier stays because
inserting ancestors or expanded children after revealing index rows
would cause layout shifts. Existing hierarchy context now survives
subsequent requests, with a regression proving a new ancestor read does
not blank the list. The bounded recursive tree read can still add
latency for unusually deep expanded trees.

- Tasks now handles a failed external-status filter with an explicit
error and Retry, suppressing a false empty state. All 52 Tasks component
tests pass, including failure-to-success retry. One existing large-tree
test timed out while workspace typechecking ran concurrently; the whole
component suite passed when rerun without that competing work. Workspace
typecheck, the full production build, and token gates passed for this
fix.

## Risks

- Saved filters and grouping still operate on the existing bounded
collection. This is not a new global server pagination model.
- Fixed row slots reduce available title width. Long titles remain
accessible through task navigation.
- Recovery and related diagnostics arrive after core rows. Their
responses cannot replace ordering fields, and stale versions are
rejected.
- Index/row requests now revalidate against current data instead of a
short server TTL. They still share concurrent reads and use ETags.
- This has not been deployed by this pull request. Staging latency must
be measured after deployment under comparable conditions.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and
context-window size are not exposed in this session. Used code editing,
terminal execution, and real-browser diagnostics.

## 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 14:29:20 -05:00
DottaandPaperclip a1f77821b9 perf(tasks): show recent conversation before historical activity (#17593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task page must show the instruction and current conversation
quickly.
> - The current page waits for related task data and historical run
transcripts.
> - These reads grow with task history, even when the reader only needs
the latest answer.
> - This pull request gives cold opens a small initial view and loads
older history on demand.
> - Messages and runs observed while the page stays open remain visible.
> - The benefit is a readable task before historical diagnostics finish
loading.

## Linked Issues or Issue Description

Related: #14667 and #16229. The first changes the reveal gate and scroll
anchors. The second adds general history pagination. This PR adds a core
task read and a folded recent-conversation view. It preserves the
default full-read API contracts. The shared files will need coordination
if either related PR lands first.

**What existing behavior does this improve?**

Cold opening an ordinary task with a long conversation or large run
logs.

**Current behavior**

Task enrichment and historical transcripts delay the readable
conversation. A cold open can fetch several megabytes of tool activity
before revealing saved messages.

**Proposed behavior**

Show the task instruction, recent saved replies, latest human input, and
the latest run's conversation data first. Fetch older messages and full
run activity when the reader chooses **More messages**. Retain new
messages while the page stays open.

## What Changed

- Add an authorized core issue view that skips related enrichment. Keep
enrichment on the existing detail read. Share task mutation, rollback
and invalidation updates with the core cache.
- Add a bounded recent-comment read. Preserve the first human
instruction when no description exists, including legacy rows with a
NULL author type. Keep company and task access checks and comment
redaction.
- Add optional recent activity and run-summary views. Fetch original
input receipts for visible comments separately so delivered messages
stay out of the queue. Reconcile watched unfinished runs after a
reconnect beyond the preview window, removing deleted runs after
reconciliation.
- Filter the latest native run's initial events to assistant messages,
request lifecycles and terminal results. Full event reads remain
available on expansion. Legacy fallback reads use a small tail extended
to the first complete record. HTTP cancellation aborts the storage read.
- Retain observed messages across cursor catch-up and new runs. Apply
local cancellation and deletion to both caches and their task aliases.
Refetch locally seeded history pages on expansion. Preserve expansion
across identifier and UUID links. Keep deep links, classic tasks and
Agent Chat on their existing full-history path.
- Update API documentation, design guidance, capability maps and
regression coverage.

## Verification

- Final acceptance on `9ea0b15ae44d9f6d2c9a9f824b4835f299f92979`: all CI
gates passed, including server/UI tests, all eight browser shards,
runner checks, full typecheck and build. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/40326990328).
GitHub reports 55 successful checks, two intentionally skipped checks,
and one neutral Paperclip Review check described below. No checks are
pending or failed; Greptile is 5/5 and no review threads remain open.
- October 26 merge update: merged current `master`. The only conflict
was in task-page imports; both the compact-history hook and the new
live-update hooks remain. All CI tests and build jobs passed on
`044fd6733d`. Fresh review found canceled-comment cache drift, legacy
human-comment filtering, send-then-expand truncation, and partial legacy
log records. These defects were fixed in `af3d66a5bd`.
- Review-fix verification: 470 tests pass across ten affected suites,
including all six PostgreSQL cold-open tests without a helper override.
Cancellation/delete and send-then-expand regression tests failed before
the fixes and pass afterward. Coverage includes task identifier/UUID
reopen, stale in-flight reads, legacy NULL author types, local-file and
object-storage tails cut inside UTF-8 text, route forwarding, and
request cancellation. Full workspace typecheck and production build,
token gates, map validation and diff checks pass.
- Follow-up review found that a failed expanded legacy read lost its
record-alignment state on retry. `9ea0b15ae4` commits the expanded
window only after a successful read. The new regression fails before the
fix and passes afterward; all 19 transcript tests, UI typecheck, UI
build and token gates pass. Greptile reviewed this commit at 5/5 with no
actionable findings, and all review threads are resolved.
- The final Paperclip Review check ended neutral because its execution
did not complete; no passing Paperclip assessment is claimed. Its
earlier four concrete findings were fixed and regression-tested.
Greptile and the security scans completed successfully on the final
commit.
- The preceding `af3d66a5bd` CI run was canceled when superseded by the
retry fix. Its server shard 11 check briefly reported failure, but the
job API records cancellation and its test step passed all 1,750 tests.
This superseded run is not used as final CI acceptance.
- 549 focused tests pass on the final implementation across nine task
UI, activity-route, OpenAPI and PostgreSQL suites. These cover pending
history, desktop/mobile visibility, expansion, retained runs, message
bursts, cancellation recovery and queued-comment removal in both views.
- Legacy expansion keeps the latest answer visible while fetching and
deduplicating older output.
- Five PostgreSQL tests pass for core access denial, recent comments,
missing-description instructions, event paging and bounded activity/run
reads. macOS could not start another PostgreSQL cluster because it
exhausted its semaphore limit. These tests used a separate disposable
database on an existing local server through a temporary test setup
override. The helper was restored afterward.
- Full workspace typecheck and build pass with the final state fixes, as
do token gates and capability-map validation.
- Token gates, capability-map validation and `git diff --check` pass.
- Browser proof used a disposable task with 80 comments and six large
run histories. The cold view showed the instruction and recent exchange.
**More messages** revealed older comments. Navigation away and back
preserved expansion.
- Local HTTP sample: core 50 ms, recent comments 24 ms, recent run
summaries 17 ms. The latest native conversation response was 839 JSON
characters / 8 ms; its full event response was 1,099,005 / 86 ms.
Browser content paint was 1.34 seconds with development assets cached.
These are local observations, not staging latency claims.
- The first CI run passed every job except four board-send browser cases
and the review threshold. Those browser fixtures only mocked the old
comments endpoint; they now serve both recent and full reads, retaining
all message and attachment assertions. Both initial review findings were
fixed with regression tests. The next CI run passed every job. The
deeper review identified core-cache mutation, older delivery receipt and
retained run-status gaps; those are now fixed with regression coverage.
Final review is 5/5 with zero unresolved findings. Final-head CI
initially failed one unchanged runner shutdown test
(`runnerd-codex-transport.test.ts`, timeout-attachment case) with
`NativeSessionCloseUnrecoverableError`; all other CI jobs passed. The
same runner code passed on 971a762f80. A targeted local reproduction
also failed during provider drain. The failure is outside the changed
task loading paths; its underlying cause remains unresolved. The single
failed-job retry passed on the same head; this demonstrates recovery,
not a root-cause fix. All CI gates passed on the previous implementation
head `9004f94f28`: [CI run and
retry](https://github.com/paperclipai/paperclip/actions/runs/40192334629).
- `pnpm test:run` was attempted and stopped after repeated embedded
PostgreSQL startup failures. The native session suite recorded 15
database-related failures; other database suites could not start. No
complete local suite pass is claimed.

## Risks

- The compact view intentionally omits older diagnostics until
expansion. Existing open questions and approvals still use the current
interaction and run paths.
- Previously observed comment and activity rows remain cached while
open. The newest preview and incoming cursor pages refresh; this does
not add a general historical-edit synchronization protocol.
- Recent views are optional. Existing full API callers retain their
response shape and behavior. No migration is required.
- A legacy tail can exceed the requested byte limit by the prefix of its
first log record. Backward reads stop at the preceding record boundary
and honor cancellation.
- Staging has not been deployed or qualified with this change. Instance
startup latency is separate from task history loading.
- The related open PRs touch the same task-history files.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing, shell
tools and browser testing. The exact serving model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — 549 affected task tests;
the full local suite and unrelated runner failure 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>
2026-10-26 08:11:39 -05:00
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
TonioandClaude Fable 5.1 341b622604 feat(ui): Artifacts V1 behind an experimental setting — Artifacts page, panel tab and task thread (#17228)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents produce artifacts: documents, files, pictures, video and
links. The app shows them on the Artifacts page, in the right panel's
Artifacts tab and in the task thread
> - The artifact directions lab (#17213) settled a presentation for
those surfaces, MVP V1, drawn from the PCLP-Core mocks. It is a
reference, not product code
> - Shipping it means product components on product data, token-only,
behind a switch, one surface at a time, so the current presentation
stays the default until the new one has been used
> - This pull request adds the switch (Settings > Experimental >
Artifacts V1), the `--artifact-*` tokens, the V1 primitives as product
components, and the V1 presentation on all three surfaces behind the
switch: the Artifacts page, the panel's Artifacts tab and the task
thread
> - The benefit is the redesign in the product, reversible by one
setting, with every existing behaviour of those surfaces kept

## Linked Issues or Issue Description

No public issue exists. This section follows the feature request
template; the plan is `doc/plans/2026-10-22-artifacts-mvp-v1.md`.

**Subsystem affected**

The web UI (`ui/`): the Artifacts page, the right panel's Artifacts tab
and the task thread. The experimental settings contract in
`packages/shared` and `server` gains one boolean.

**Problem or motivation**

The three artifact surfaces grew separately and their artifact
presentation is dated and inconsistent. The lab produced a measured
direction; nothing in the product uses it yet.

**Proposed solution**

An experimental setting, `enableArtifactsV1`, default off, with the same
plumbing as the other experimental settings. Product primitives under
`ui/src/components/artifacts/v1` (kind helpers and adapters, the sheet
and print artwork, the stack, the page tiles with the Paper Mono pill,
the row the panel and thread will share), driven by `--artifact-*`
tokens in `index.css` with light and dark values. With the setting on:
the Artifacts page shows one row of views (Tasks, All files, Images,
Videos, Documents, Text, Files) and the V1 tiles, a task with several
artifacts as a stack whose newest artifact is the first page, everything
else as single tiles; the panel's Artifacts tab is one flat list of V1
rows, newest first, with the expandable rows (Markdown review surface,
document annotations, deep links) keeping their behaviour behind the row
as their face; the thread shows a message's files as rows under its
footer and registered deliverables and documents as one row each. The
hover movement respects reduced motion.

**Alternatives considered**

Replacing the current cards outright: no fallback and three surfaces to
land at once. Mounting the lab's components: they are typed on lab
fixtures and keep lab-local tokens, which the token gates reject. The
primitives were ported instead and the lab stays a reference.

**Roadmap alignment**

Supports the "Artifacts & Work Products" theme in `ROADMAP.md`.
Presentation only; no data model change.

**Additional context**

No new API fields: the tiles show title, identifier, count and "Updated
…"; rows take sizes from the work-product and attachment payloads; a
picture's aspect ratio comes from the loaded image, 4:3 until it loads.
The plan records what each surface keeps and what it drops (run sections
in the panel; the "Images · N / Files · N" labels and the four-up grid
in the thread).

## What Changed

- Add the `enableArtifactsV1` experimental setting: shared type,
validator and feature catalog, server defaults and managed keys, the
`useArtifactsV1Enabled` hook, and the Settings > Experimental toggle (in
its alphabetical place).
- Add the `--artifact-*` tokens and the Artifacts V1 component rules to
`ui/src/index.css`: light values on `:root`, dark overrides, and the
hover movement under `prefers-reduced-motion: no-preference`.
- Add `ui/src/components/artifacts/v1/`: `kinds.ts` (kind treatment,
labels, glyphs, the server's media-kind rule, adapters from
`CompanyArtifact`), `geometry.ts` (the measured constants), `when.ts`,
`ArtifactSheet`, `ArtifactPrint`, `ArtifactStack`, `ArtifactFront`,
`ArtifactTile` (stack and single tiles, caption, grid), `ArtifactRow`
(the row and its inline group), `ArtifactsV1Filters`, with the mock's
SVG assets.
- Wire the Artifacts page: with the setting on, the toolbar's filter row
becomes the V1 views and the grid renders V1 tiles; the toolbar takes an
optional `filters` row for this. The old cards and kind filters stay the
default.
- Wire the panel's Artifacts tab (`IssuePropertiesArtifactsTab`): with
the setting on, one flat list of V1 rows, newest first; `DocumentRow`
and `MarkdownWorkProductRow` take a `face` render prop so the V1 row
fronts their unchanged expansion, review and deep-link behaviour;
`PanelFileRow` opens attachments and attachment-backed work products the
way the shipped card does (gallery, text tab, new tab) with open and
download beside the name; other work products are a link row with their
status.
- Wire the task thread: `TaskChatBubble` hangs a message's files under
its footer as V1 rows inline (pictures and video to the gallery, text to
a text tab, files to a new tab) in place of the media grid and file
chips; `TaskChatProtocolCard`'s resource rows render deliverables,
documents and attachments as one V1 row each, opening where the card
did.
- `ArtifactRow` keeps trailing controls beside its own control (no
nested interactive elements) and can be a link, an in-app anchor, a
new-tab anchor or a button; adapters read work products, documents,
attachments and message references.
- Add a catalogued Storybook story, `Components/Artifact V1 primitives`,
under `documents-artifacts`, on fixtures.
- Add tests: the primitives (kinds, dates, print fitting, tiles, rows),
the hook, the Artifacts page, the panel's Artifacts tab, the task-chat
bubble and the protocol card, each with the setting on and off; the
settings page and server tests list the new key.
- Add `doc/plans/2026-10-22-artifacts-mvp-v1.md`.

## Verification

- Run `cd ui && pnpm typecheck`: the Storybook catalog accepts the new
story, and `tsc -b` is clean apart from the five pre-existing
`PluginOrganizationSwitcher` errors.
- Run `pnpm check:token-gates` and `node scripts/check-maps.mjs`: clean.
- Run `cd ui && npx vitest run src/components/artifacts
src/components/issue-properties
src/components/task-chat/TaskChatBubble.test.tsx
src/components/task-chat/TaskChatBubble.artifactsV1.test.tsx
src/components/task-chat/TaskChatProtocolCard.test.tsx
src/components/task-chat/TaskChatProtocolCard.artifactsV1.test.tsx
src/pages/Artifacts.test.tsx src/hooks/useArtifactsV1Enabled.test.ts
src/pages/InstanceExperimentalSettings.test.tsx`: the suites pass (151
tests in the last run).
- Run `cd packages/shared && npx vitest run src/feature-catalog.test.ts`
and `cd server && npx vitest run
src/__tests__/instance-settings-service.test.ts`: pass.
- Manual: open Settings > Experimental, turn on Artifacts V1. On the
Artifacts page the view row reads Tasks, All files, Images, Videos,
Documents, Text, Files; tasks with several artifacts show as stacks,
hovering fans the pages and lifts the artwork (not under reduced
motion); Images shows single tiles with bordered prints. Open a task's
Artifacts tab: one list of rows, newest first; a Markdown work product
still expands into its review surface, a document still opens in its
tab. In the thread, a message's files sit under its footer as rows. Turn
the setting off: everything returns to the current presentation.
- Storybook: `Tasks and conversations / Documents, attachments, and work
products / Components / Artifact V1 primitives`.
- Not run: the full `pnpm test:run` and `pnpm build` (CI runs them), and
a browser pass against a dev instance with real artifacts on the three
surfaces; that pass is the remaining step before this leaves draft.

## Risks

- Off by default; with the setting off, the only changes on a product
path are an optional `filters` prop on the toolbar, an optional `face`
prop on two panel rows, a read of the setting in the bubble and the
protocol card, and the new token declarations.
- With the setting on, the Artifacts page's view tabs set two URL
parameters (`groupBy`, `kind`) at once; the group-by menu and search are
unchanged.
- A picture with unknown dimensions renders at 4:3 until it loads, then
the print refits once; the frame's height is fixed so nothing below it
moves.
- About thirty new `--artifact-*` tokens, namespaced and documented in
place.

## Model Used

- Claude Fable 5.1 by Anthropic, model ID `claude-fable-5-1`, used
through Claude Code in the desktop app. Extended reasoning was on.
Capabilities used: tool use (shell, file edits, a headless Playwright
browser for the lab's measurements, the Figma MCP server for the mocks
during the lab work) and image input. The context window is the Claude
Code session's; its exact size is not surfaced to the 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 (#17213 is the lab this builds on)
- [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 (the suites listed above;
CI runs the full set)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (the
plan document; no command or product behaviour changes outside the
setting)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-22 15:14:58 -07:00
DottaandPaperclip 4dfcb4c9b8 refactor(tools): isolate connection access and removal (#17167)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connection grants and installations control which identities and
agents can reach tools.
> - Removal must close those access paths and stop runtimes before
cleaning up owned secrets.
> - These responsibilities still shared the setup coordinator after
earlier extractions.
> - This pull request gives grants, installations, credential validation
and removal explicit owners.
> - The benefit is a smaller coordinator and focused access-lifecycle
modules with existing security ordering intact.

## Linked Issues or Issue Description

Depends on #17165. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → #17161 → #17162 → #17165 → this PR.

**What existing behavior does this improve?**

Maintenance of connection audiences, delegation, installation and
removal.

**Current behavior**

The 6,419-line service still owns grant mutation, installation reach and
resumable credential cleanup alongside app setup.

**Proposed behavior**

A grant owner manages audiences and delegation. An installation owner
manages reach and its profile bindings. A removal owner keeps access
revocation, runtime shutdown, secret classification and cleanup
together. The coordinator delegates through typed APIs.

**Reason and benefit**

The entry point falls to 4,821 lines / 198,065 bytes, meeting the
requested under-5,000-line target. Across the full stack it falls from
21,525 lines / 829,519 bytes. App setup remains together in the
coordinator.

## What Changed

- Extract credential validation (75 lines), grants (603), installations
(350) and removal (658).
- Preserve company boundaries, audience advisory locks, membership
locks, assignment locks and audit order.
- Keep the existing runtime supervisor and secret client. Retain live
HTTP options for provider shutdown.
- Keep Slack credential-mutation leasing and resumable owned-secret
cleanup with removal.

## Verification

- Removal, grant-resolution and the stronger real HTTP OAuth fixture
pass before extraction (13 cases); the existing service and publication
baselines also pass.
- The original combined targeted run passed 525 cases across seven
suites. After replaying onto master, 601 cases pass across nine suites,
including Braintrust lifecycle and connector-policy coverage, with one
database worker.
- Full repository typecheck and build passed before merge integration.
After integration, server typecheck, module-boundary and whitespace
gates pass; fresh CI covers the full repository gates.
- All 94 pre-existing function/method bodies match by normalized syntax
comparison. A full-stack TypeScript symbol audit preserves all 18
exports and 89 service methods.
- The earlier local full-suite run was interrupted after 79 minutes and
remains unverified. All current-head CI gates pass on
`d5307fcea2365e51a75d49db82deeed236d19951`, including the full sharded
test matrix, browser suites, typecheck, build and canary dry run.
Greptile is 5/5 with no open review threads after merge integration.

- GitHub canceled duplicate CI run
[39716841632](https://github.com/paperclipai/paperclip/actions/runs/39716841632)
during the atomic stack update. Replacement run
[39716843243](https://github.com/paperclipai/paperclip/actions/runs/39716843243)
passed on the same head; no failing test was retried.

## Risks

- Audience replacement must not erase an inactive member marker and
widen authority. Its advisory and membership locks remain in the grant
owner.
- Uninstall must remove only its own profile bindings. Existing
operator-authored bindings keep their current behavior.
- Removal must remain fail-closed and retryable after provider failures.
Its order, shared-secret retention, supervisor and cleanup references
are unchanged and covered by removal tests.
- No schema, public API, policy or scheduling change is intended. The
first eight PRs have landed; this PR follows the updated catalog
extraction.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code 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 `#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 22:39:00 -05:00
DottaandPaperclip f7210cd31f refactor(tools): isolate catalog ownership (#17165)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents receive reviewed actions discovered from their connections.
> - Transport, discovery, risk classification, publication and account
inventory lived in the same service.
> - Their ownership differs: transport guards requests, discovery reads
providers, and publication changes the catalog under locks.
> - This pull request gives those phases separate modules with explicit
capabilities.
> - The benefit is a visible discovery-to-publication path that
preserves permission and quarantine behavior.

## Linked Issues or Issue Description

Builds on merged #17162 and preserves the connector policy from #17141.
Earlier stack: #17144 → #17146 → #17147 → #17155 → #17157 → #17159 →
#17161 → #17162 → this PR.

**What existing behavior does this improve?**

Maintenance of tool discovery, catalog publication, health and upstream
account inventory.

**Current behavior**

The 8,988-line service handles HTTP guards, MCP sessions, provider
probes, risk classification, quarantine, cached reads and account sync.

**Proposed behavior**

Discovery returns descriptors through the existing credential and
transport owners. Publication owns catalog writes and default access. A
reader owns refresh deduplication. Health and aggregator inventory have
separate owners.

**Reason and benefit**

The entry point falls to 6,419 lines, a reduction of 2,569. Provider
discovery no longer shares a closure with connection setup and teardown.

## What Changed

- Extract guarded remote HTTP, descriptor policy, discovery,
publication, default access, cached reads, health, attention and
aggregator account sync.
- Keep the public descriptor/risk exports and existing service methods.
- Preserve database locks, transaction-scoped default-access writes,
quarantine decisions, current grant checks and failure classification.
- Preserve per-service catalog flights and aggregator jobs, lease
ownership and live remote-request options.
- New modules range from 39 to 492 lines.

## Verification

- Before and after the move, 470 public service/HTTP integration cases
and 44 publication, HTTP rebinding and aggregator sync cases pass.
- Server typecheck, module-boundary gate and whitespace checks pass.
- All 157 pre-existing function/method bodies match by normalized syntax
comparison.
- Before merge integration, the completed stack passed 525 targeted
cases, repository-wide typecheck and build. Its stronger rotating-token
fixture is included.
- After replaying onto master, the integrated stack passes 601 cases
across nine suites, including Braintrust lifecycle and connector-policy
coverage. Server typecheck and module-boundary checks pass. All 157
moved bodies still match the current master versions.
- The earlier local full-suite run was interrupted after 79 minutes and
remains unverified. All current-head CI gates pass on
`a21595f20809a514b7619d8a8748c56f8e546e2f`, including the full sharded
test matrix, browser suites, typecheck, build and canary dry run.
Greptile is 5/5 with no open review threads after merge integration.

## Risks

- Discovery must keep its current grant and session behavior;
publication must retain its locks and quarantine rules. Existing
authority, schema-drift and publication-race tests exercise these paths.
- Aggregator account observations must not become authorization. Lease,
freshness, failure and credential-fingerprint behavior stay unchanged.
- Live transport options must not be snapshotted. The HTTP owner retains
the same options object.
- No schema, public API, access-policy or scheduling change is intended.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code 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 `#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 22:38:59 -05:00
DottaandPaperclip ba9e6e4bc5 refactor(tools): isolate authorization lifecycle (#17162)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Browser authorization binds a consenting identity to a company
connection.
> - Direct OAuth, managed-cloud claims and Vercel authorization have
different state and persistence rules.
> - Keeping all of them in the general tool service obscures those rules
and their cleanup owners.
> - This pull request separates state, initiation, provider completion
and explicit identity promotion.
> - The benefit is reviewable authorization flows with their existing
authority checks and ordering preserved.

## Linked Issues or Issue Description

Depends on #17161. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → #17161 → this PR.

**What existing behavior does this improve?**

Maintenance of browser authorization and credential-sharing lifecycle.

**Current behavior**

The 12,019-line service combines provider callbacks, actor-bound states,
authorization URLs and personal-to-company credential promotion.

**Proposed behavior**

Separate owners handle authorization state, start, direct/cloud/Vercel
callbacks, catalog completion and explicit access finalization. Shared
setup policy and identity checks have typed APIs used by the coordinator
and authorization owners.

**Reason and benefit**

The entry point falls to 8,997 lines, a reduction of 3,022.
Provider-specific state consumption and durable-write rules are visible
in their own modules.

## What Changed

- Extract authorization flows and their constraints; the largest new
module is 700 lines.
- Preserve direct/Vercel terminal state consumption and managed-cloud
retryability until claim persistence commits.
- Keep membership and grant locks, secret transaction clients,
interaction resolution and catalog ordering unchanged.
- Keep partial secret acquisition and cleanup together in access
finalization.
- Give shared organization-grant persistence, personal identity checks,
setup policy and response projections named owners.

## Verification

- All 470 public service and real local HTTP/PostgreSQL OAuth cases pass
before and after extraction.
- Coverage includes same-actor state binding, replay/denial, scope
selection, membership revocation, provider failures, refresh concurrency
and persisted usable credentials.
- Server typecheck, module-boundary gate and whitespace checks pass.
- All 182 pre-existing function/method bodies match by normalized syntax
comparison.
- The completed stack passes 525 targeted cases, full repository
typecheck and build. The earlier interrupted local full suite remains
unverified; all current-head CI gates pass; Greptile is 5/5 with no open
review threads.

- Original CI failure retained: [server shard
1/12](https://github.com/paperclipai/paperclip/actions/runs/39710536789/job/119600621627),
`workspace-runtime.test.ts` case “replaces a reused Paperclip dev
runtime whose 2xx health payload is unhealthy”. The fixture failed its
initial health readiness with `ECONNREFUSED` after 97 probes / 10
seconds. The fixture and runtime implementation are unchanged and do not
import this service. The isolated case passes without changing its
timeout or assertions. One retry of only that shard passed at the same
commit. All CI gates are now green; the original failure remains
recorded here.

## Risks

- Provider flows intentionally consume authorization state at different
points. This extraction preserves each flow rather than sharing its
completion algorithm.
- Promotion must remove partially created secrets on failure and retire
source secrets only after persistence. Both phases remain in the same
owner with unchanged ordering.
- Local HTTP fixtures prove assembled application behavior, not live
third-party qualification.
- No schema, public API or authorization policy change is intended.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code 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 `#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 22:21:43 -05:00
DottaandPaperclip 4fdef9457f refactor(tools): isolate credential ownership (#17161)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections need durable credentials that survive authorization and
token rotation.
> - Storage, registration, refresh coordination and credential selection
lived in the general tool service.
> - Each has a different ownership boundary: secrets, process-wide
registration, database leases and per-service refresh work.
> - This pull request gives those responsibilities named modules and
passes their narrow capabilities to consumers.
> - The benefit is visible credential ownership while retaining current
concurrency and failure behavior.

## Linked Issues or Issue Description

Depends on #17159. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → this PR.

**What existing behavior does this improve?**

Maintenance of OAuth credential persistence, refresh and provider
credential access.

**Current behavior**

The 14,877-line service owns registration flights, refresh leases,
secret writes and provider selection alongside app setup.

**Proposed behavior**

Dedicated owners handle credential storage, client registration, refresh
leases, connection/grant refresh, GitHub continuity and Vercel
credential access. Credential selection composes those owners.
Authorization callbacks remain in the coordinator for the next
extraction.

**Reason and benefit**

The entry point falls to 12,019 lines, a reduction of 2,858. Lease
acquisition and cleanup can be reviewed together, independently of
callback completion.

## What Changed

- Extract credential owners and shared single-flight/connection-link
primitives. The largest new module is 650 lines.
- Preserve process-wide client-registration flights, per-service refresh
maps and GitHub sweep state.
- Preserve live cloud-connector lookup, options and environment reads;
use the existing secret client and transaction-scoped clients.
- Extend the real local HTTP/PostgreSQL OAuth fixture with concurrent
refresh across two service instances and authenticated use of rotated
credentials.

## Verification

- The two extended HTTP integration cases pass before extraction for
public and client-secret-basic clients.
- After extraction, all 470 public service and HTTP integration cases
pass, including refresh failure, abandoned leases, secret redaction and
membership revocation cases. The fixture was then strengthened after
review: a second expiry must use the persisted rotated refresh token,
and the provider rejects the old token. Both cases pass before and after
extraction; server typecheck also passes.
- Server typecheck, module-boundary gate and diff whitespace checks
pass.
- All 233 pre-existing function/method bodies match by normalized syntax
comparison.
- Full typecheck/build will run at the stack handoff. The earlier
interrupted local full suite remains unverified; all current-head CI
gates pass, with Greptile 5/5 and no open review findings.

- Prior-head CI failure retained: run 39708550066, general server shard
2/12, `native-session-executor.test.ts` case “preserves a real listening
process and its marker when a health RPC times out” raised
`runner_remote_process_identity_unavailable` /
`process_identity_changed`. Both the fixture and runner implementation
are unchanged. The isolated case passes without changing assertions or
timeouts. The fresh full CI run passes for the test-only review fix; the
prior failure remains recorded here.

## Risks

- Changing state lifetime could permit duplicate refreshes or
registrations. Existing concurrency cases and the real HTTP fixture
exercise these paths.
- A transaction-scoped secret write must stay inside its authority lock.
Function bodies, await ordering and client arguments are preserved.
- The fixture proves assembled local HTTP/database behavior, not live
third-party qualification.
- No schema, public API, policy or scheduling change is intended.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code 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 `#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 22:21:43 -05:00
DottaandPaperclip ffcd113761 refactor(tools): isolate runtime and activity ownership (#17159)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators inspect tool execution, review pending actions and control
local runtimes.
> - These paths shared a large service with token exchange and app
authorization.
> - Runtime state and execution history need explicit owners and stable
public responses.
> - This pull request separates runtime controls, health summaries,
activity reads and the review queue.
> - The benefit is focused modules that preserve the current supervisor
and approval behavior.

## Linked Issues or Issue Description

Depends on #17157. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → this PR.

**What existing behavior does this improve?**

Maintenance of tool runtime administration and execution activity views.

**Current behavior**

The 16,100-line service contains runtime slot controls, health
calculations, usage history, invocation decisions and action review
queries.

**Proposed behavior**

Runtime modules own slot persistence, operator controls and health
summaries. Activity modules own history, response projections and the
review queue. The public service delegates to these owners.

**Reason and benefit**

The entry point falls to 14,877 lines, a reduction of 1,223 lines. The
coordinator no longer needs execution-history joins or runtime alert
calculations.

## What Changed

- Extract five modules totaling 1,282 lines. The largest is 426 lines.
- Pass the existing supervisor to slot controls. Pass the same live
deployment options, clock and host getter to runtime health.
- Keep activity reads scoped as before. Keep unsigned-request grace and
invalid-signature cancellation in the review-queue owner.
- Preserve public methods, response projections, query order and audit
writes.

## Verification

- The public service and unsigned review-queue tests pass before and
after the move. The combined post-move run passes 469 cases with one
database worker.
- Existing cases exercise actual local stdio stop/restart, route
permissions, stale-slot and audit-failure health, activity attribution,
run decisions and unsigned pending requests.
- Server TypeScript check, module-boundary gate and `git diff --check`
pass.
- Normalized syntax comparison finds all 256 pre-existing
function/method bodies unchanged.
- Full typecheck/build will run at the stack handoff. The earlier
interrupted local full suite remains unverified; all current-head CI
gates pass, with Greptile 5/5 and no open review threads.

## Risks

- Creating another supervisor would split process ownership. The new
module receives the same instance; it does not construct one.
- Copying deployment settings could freeze live values. The health
reader holds the existing options object and getter.
- Review-queue reads can cancel invalid requests. Those writes and the
unsigned-request grace period are preserved and covered by the existing
regression test.
- No schema, public API, authorization policy or background scheduling
change is intended.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code 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 `#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 22:21:42 -05:00
DottaandPaperclip a42f213244 refactor(tools): isolate connection token broker (#17157)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can request short-lived tokens for connections that allow
token exchange.
> - Admission, scope checks, exchange protocols and issuance records
lived inside the general tool service.
> - The security flow needs one visible owner while provider payloads
need a separate boundary.
> - This pull request extracts the broker into admission, configuration,
endpoint, exchange and issuance modules.
> - The benefit is a focused issuance flow with its locks, authority
checks and audit order intact.

## Linked Issues or Issue Description

Depends on #17155. Earlier stack: #17144 → #17146 → #17147 → #17155 →
this PR.

**What existing behavior does this improve?**

Maintenance and verification of connection token issuance for agent
runs.

**Current behavior**

A 17,752-line service contains broker configuration, endpoint policy,
credential exchange, admission and issuance.

**Proposed behavior**

A dedicated broker coordinates the same admission and transaction flow.
The exchange owner returns normalized token material. It receives the
existing secret client, including the transaction-scoped client at
issuance time.

**Reason and benefit**

The entry point falls to 16,100 lines, a reduction of 1,652 lines.
Reviewers can see the responsible-user lock and hash-only issuance write
without navigating app setup or OAuth callbacks.

## What Changed

- Extract six broker modules. The largest is 755 lines; together they
contain 1,721 lines.
- Give tool-access audit persistence a named owner shared by the broker
and coordinator.
- Keep current-state checks, policy decisions, rate limits, secret
resolution and transaction order unchanged. Private-host configuration
is still read live.
- Add two public-route integration cases with a real local HTTP server
and disposable PostgreSQL. Cover Pages and RFC 8693 success and upstream
failure.

## Verification

- Baseline: all 466 existing public service tests passed before this
move. The two new real HTTP cases passed on the original implementation
before extraction.
- After extraction: 495 tests pass across the public service and HTTP
rebinding suites, with one database worker. This includes the two new
cases, membership revocation ordering, scope denials, disabled broker
behavior and hash-only persistence.
- Server TypeScript checking, the module-boundary gate and `git diff
--check` pass.
- Normalized syntax comparison finds all 294 pre-existing
function/method bodies unchanged.
- Full typecheck and build passed for the preceding batch. Its
interrupted local full-suite result remains unverified. All current-head
CI gates pass; Greptile is 5/5 with no open review threads.

## Risks

- A new closure could use the wrong secret client or move exchange
outside the membership lock. The existing transaction still passes
`secretService(tx)` to the exchange owner after taking that lock.
- Endpoint validation must preserve live configuration and fail before
credential disclosure. Existing rebinding and private-host tests cover
this path.
- The local fixture proves real HTTP and persisted application behavior.
It does not qualify a live third-party broker.
- No schema, API or access policy change is intended.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code 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 `#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 22:21:42 -05:00