Commit Graph
860 Commits
Author SHA1 Message Date
DottaandClaude Opus 5.5 779913333a fix(documents): say whether an exact revision read is still current (#19939)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

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

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

## Verification

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

## What Changed

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

Safety:

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

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

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

Refs #19868, #19871, #19846

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

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

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00
DottaandClaude Opus 5.5 464e6e16e0 fix(native): resume copyback after a restart kills its same-host owner; one board action otherwise (#19717)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save the agent's workspace files after the provider turn
finishes (copyback)
> - One controller owns copyback at a time. The run records that owner
in `runnerProfileJson.nativeWorkspaceFinalizationOwner` (host, PID,
token)
> - A control-plane restart can kill the controller during copyback. The
dead controller can never confirm its own stop
> - Recovery then waited for a board confirmation. No surface offered
that confirmation, so the run stayed `running` and the task stayed
`in_progress` with no visible action
> - This pull request lets the next controller on the same host prove
the stop by itself. It also gives the board one clear action when that
proof is not possible
> - The benefit is that a restart during copyback resumes by itself, and
a task never waits silently for a person

## Linked Issues or Issue Description

**What happened?**
In a Daytona restart-chaos wave, a kill during workspace copyback left
the run `running` and its task `in_progress`. Recovery reported
`native_workspace_finalization_owner_unverified`. The run was still
`running` when the wave timed out.

**Steps to reproduce**
1. Start a native remote (sandbox) run.
2. Kill the control-plane process (SIGKILL) after the provider result is
accepted, during copyback.
3. Restart the control plane on the same host.

**Expected behavior**
If the previous controller and its copyback children are proven stopped
on this host, recovery resumes copyback without a new agent turn.
Otherwise, the task shows one board action to confirm that the previous
server stopped.

**Actual behavior**
The recorded owner was cleared only by
`resumeNativeWorkspaceAfterOwnerStop`. Same-host recovery also required
a completed-copyback barrier, which an interrupted copyback never has.
The task presentation showed `working`, and the UI had no control for
the confirmation.

Refs #19578 (boot-ID fencing for unstarted runs; same proof style).

## What Changed

- Root cause:
`server/src/services/native-runtime/native-workspace-finalization-ownership.ts`
sent a dead same-host owner to `requireStopVerification` when no
`workspace_finalize` operation had succeeded. That case is exactly a
restart during copyback.
- New `native-workspace-owner-stop-proof.ts`. The owner receipt now
records the controller's process group (`processGroupId`). Copyback
children (tar, Git) are not detached, so they keep that group. A
successor on the same host releases the receipt only when the receipt
names another controller boot, the PID is dead or recycled (process
start time), and the group is empty or has no member outside the
successor's own process tree that started after the old controller. Age
alone never proves a stop.
- A still-live group member returns `local_stop_pending`. The
finalization worker rechecks it on its existing ownership recheck
interval. The board action stays visible meanwhile.
- A successful local proof writes `issue.workspace_owner_stop_verified`
with the proof and marks the recovery `resuming`, like the existing
platform proof.
- A receipt from another host, a receipt without a process group, or a
host without `ps` keeps the fence. The task interruption is now
`waiting_for_user` with `userAction: "confirm_owner_stop"` (new shared
enum value), not `working`.
- UI: the task chat shows one **Confirm the previous server stopped**
action. It asks for stop evidence and calls the existing
`resume-workspace-finalization` API. It is shown only to roles that hold
`runtime:confirm_owner_stop` (company owner or administrator, local
board, instance administrator). The inbox names the same action.
- The copyback advisory lock, the coordinator finalization lease, and
remote save fencing are unchanged.
- Docs: `doc/native-workspace-finalization-recovery.md`.

## Verification

- Red then green on embedded Postgres
(`server/src/services/native-runtime/native-workspace-finalizer.test.ts`):
- same-host controller killed with SIGKILL, its process group empty:
before `owner_unverified`, after `acquired` with the proof logged and no
agent wake
- a non-detached orphan child of the dead controller still runs:
`local_stop_pending`, no copyback; after the child exits, `acquired`
  - a receipt without a process group: still `owner_unverified`
- a foreign-host owner: the task presentation was `working` (red), now
`waiting_for_user` / `confirm_owner_stop`; after the board confirmation
it is `working` again
- The existing orphan test (a detached child) and all other finalizer
tests pass: `npx vitest run
src/services/native-runtime/native-workspace-finalizer.test.ts
src/__tests__/native-workspace-finalization-work.test.ts
src/services/task-interruption-presentation.test.ts` (135 passed).
- UI: `npx vitest run src/components/WorkspaceExportRecovery` (34
passed), including the action call body and the non-administrator case.
- `pnpm check:token-gates` clean. Server and UI typecheck clean for the
changed files.
- Live Daytona restart-chaos wave: results are added in a comment below.

## Risks

- A process-table check that reports a member wrongly as live only keeps
the existing fence. The board action is still available.
- A subreaper that adopts orphans does not change their process group,
so the proof does not depend on the parent PID.
- A child that a future change spawns with `detached: true` would leave
the group. Copyback paths do not do that today. The existing
detached-orphan test still fails closed, because a receipt without a
process group is not released.
- Old receipts have no process group. They keep the board action.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 23:31:07 -06:00
DottaandClaude Opus 5.5 fc7e3a6503 fix(recovery): never replace a native session after a deterministic refusal (#19733)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native agent runs keep a saved provider session, and same-run
recovery resumes it after a failure
> - When resume fails and the checkpoint allows it, recovery archives
the saved continuity state and opens a fresh replacement session
> - Recovery used that path for every resume failure, including
deterministic refusals that left the saved state unchanged and repeat on
every retry
> - In five staging tasks a refusal (a protected launch argument, or a
predecessor tool call with no result) escalated into a replacement. The
remote archive move failed part way, the next attempt found no runner
state, and each task was blocked for workspace repair
> - This pull request stops before replacement after a closed-class
refusal, keeps the saved state, and hands the run to an operator with a
named reason
> - The benefit is that a deterministic refusal can no longer damage
saved state or open a replacement over an unsettled external action

## Linked Issues or Issue Description

Refs #19659, Refs #19516, Refs #19334

**What happened?**
Five Codex tasks on Daytona sandboxes failed on staging. The first
attempt failed with a deterministic refusal:
- `run.attach cannot change protected launch arguments` (four tasks,
fixed separately in #19659), or
- `native_runner_source_semantic_reconciliation_required` with a
predecessor `paperclip_call_assigned_tool` call still pending (one
task).

The same-run retry then opened a replacement session.
`archiveContinuityState` failed with
`runner_continuity_break_archive_failed` and no detail. The third
attempt failed with `runner_remote_state_unavailable: exit=1`, and the
task was blocked with "Workspace repair required".

**Steps to reproduce**
1. Save a native session whose checkpoint policy is
`allow_replacement_after_resume_failure`.
2. Make the resume fail with a refusal that does not change state (an
attach refusal, or a pending tool call).
3. Same-run recovery opens a replacement session and archives the saved
continuity state.

**Expected behavior**
A deterministic refusal stops the run for an operator. The saved state
stays intact. A run with a pending side-effecting call never reaches
replacement. Transport drops keep the existing retry behavior.

**Root cause**
`executeNativeSession` checked only the checkpoint's replacement policy.
The closed failure class (#19334) only had an effect when replacement
was forbidden. Attach refusals and pending tool calls had no class at
all, and the source-reconciliation refusal was a plain `Error`.

## What Changed

- Runner (`provider_backend.rs`, `durable/mod.rs`): `run.attach`
refusals that would change the durable Codex profile or a protected
launch argument carry the closed classification
`provider_attach_refused`. An attach blocked by
`durable_pending_tool_calls` carries `provider_side_effect_pending`.
These refusals already leave the saved state unchanged.
- Contracts (`harness-driver.ts`): new closed classes
`PROVIDER_ATTACH_REFUSED` and `PROVIDER_SIDE_EFFECT_PENDING`. A typed
`NativeRunnerSourceReconciliationRequiredError` replaces the plain
`Error` at the five `native_runner_source_*_reconciliation_required`
throw sites. `runnerRecoveryFailureClass` reads the authenticated
command-result classification or the typed error, never message text.
- Runtime (`native-session-runtime.ts`): after either class, recovery
never opens a replacement session, whatever the checkpoint policy.
- An attach refusal ends with the existing
`NativeProviderStateIncompatibleError`, which maps to the existing
operator path `native_provider_state_incompatible`.
- A pending side effect ends with the new
`NativeProviderSideEffectPendingError`.
- Server (`native-session-executor.ts`, `native-session-resume.ts`,
shared `EXECUTION_RECONCILIATION_CAUSES`):
`native_provider_side_effect_pending` is a permanent failure and an
execution-reconciliation cause, so the board gets a reconciliation
(record whether the action ran) instead of a generic Retry. The
reconciled continuation does not rebind the saved session, which still
refuses attachment. It starts a fresh provider session in the same
workspace. The saved session and workspace are unchanged.
- Archive (`archiveContinuityState`): a failed remote move now records
the bounded (512 characters), redacted exit status and output in
`runner_continuity_break_archive_failed: exit=… timedOut=… <output>`.
The remote move already ran before the local move on `master`, so a
failed remote move leaves the local state in place.
`restart-interrupted-turn.ts` accepts the detailed message for its
reattachment-loss retry.
- Docs: `doc/execution-semantics.md` and
`packages/paperclip-runner/docs/durable-recovery.md` describe the new
rule.

## Verification

Red before the fix, green after (each test first run against unchanged
source from `origin/master` 644ee66f5d):

- `native-session-runtime.test.ts`, test "never replaces a session after
a deterministic, non-destructive recovery refusal". Red: replacement was
attempted (`TypeError: Invalid value used as weak map key` from the stub
replacement). Green: typed error, and `openReplacementSession`,
`openSession` and `openRun` are not called.
- `harness-driver-backend.test.ts`, test "keeps the runner's closed
class of a failed recovery". Red: the typed error did not exist. Green:
both new classes are read from the command result and from the typed
error. The same message text without the type stays unclassified.
- `tests/codex_provider.rs` (real durable executor and fake Codex
app-server):
-
`attach_with_a_pending_tool_call_is_classified_as_a_pending_side_effect`.
Red: `left: None, right: Some("provider_side_effect_pending")`.
-
`saved_codex_thread_attaches_after_a_release_changes_its_feature_toggles`
(protected sandbox change). Red: `left: None, right:
Some("provider_attach_refused")`.
- `native-session-executor.test.ts`:
- Test "stops same-run retries for an operator while a saved
side-effecting call has no result". Red: `expected
'native_session_interrupted' to be
'native_provider_side_effect_pending'`.
- Test "retains the local controller checkpoint until remote continuity
archiving succeeds: failed/timeout". Red: the message had no detail.
Green: the message has the exit status and output, a token in the output
is redacted, and the local runner and control-plane files are intact.

Safety and regression checks:
- New test "still replaces a session after an unclassified resume
failure when the checkpoint allows it". It passes before and after: a
transport drop still reaches replacement.
- Existing test "types a runner-proven incompatible session when
same-session recovery is required" still passes.
- `native-session-resume.test.ts`: a source stopped with
`native_provider_side_effect_pending` is not rebound.
- `run-completion.test.ts` "replays saved user intent through normal
Retry …" passes with the detailed archive message.
- Runner Vitest: `native-session-runtime.test.ts` and
`harness-driver-backend.test.ts` (266 passed);
`runnerd-codex-transport-warm-attachment.test.ts` and
`codex-app-server-driver.recovery.test.ts` (74 passed).
- Rust: `--lib` (560 passed, plus one ACPX timing test that failed under
load and passed when rerun alone), `codex_provider` (118 passed),
`native_provider_backend` (45 passed), `durable_recovery` (3 passed).

Not run: a live staging recovery at this revision. The local server
typecheck could not resolve the unbuilt runner package, so required CI
provides typecheck.

## Risks

- A run that a replacement session would have continued after an attach
refusal now stops for an operator. The refusal repeats on every retry,
so the replacement was the only way past it. It also destroyed saved
state, which is what blocked the staging tasks. A board Retry still
continues the task in a fresh session in the same workspace. This is the
existing `native_provider_state_incompatible` behavior.
- A new failure code `native_provider_side_effect_pending` appears in
run records and recovery actions. It joins
`EXECUTION_RECONCILIATION_CAUSES`, so the UI shows the reconciliation
flow, not Retry.
- An attach refusal used to reach an automatic replacement; it now needs
one board Retry. This is intended: the replacement archived saved state
and failed part way on staging.
- The pending-side-effect class means "no result delivered to the
runner". The controller replays a recorded tool outcome only after
attach. A call whose outcome the server already recorded therefore also
stops for an operator. That is conservative; the reconciliation shows
the recorded outcome.
- Only a pending tool call classifies an attach blocker. Other blockers
(active turn, ambiguous turn start, active goal) keep their current
behavior.
- The archive error message is longer. The one exact-match consumer now
accepts the `code: detail` form.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edit, browser reads of staging).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 23:25:54 -06:00
DottaandClaude Opus 5.5 f09b4704b6 fix(recovery): keep the agent's work when Retry continues after exhausted or blocked recovery (#19666)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task recovery restarts agent work after a control-plane restart or a
failed run
> - When automatic recovery runs out or is blocked, the user clicks
Retry
> - Retry then started a fresh isolated attempt cloned from committed
HEAD, so the agent lost its uncommitted files, its task branch and the
worktree Git link
> - A restart must never lose the agent's work
> - This pull request makes Retry keep the task's own workspace when
that is safe, and tells the agent where the old files are when a fresh
attempt is still required
> - The benefit is that a Retry continues the real work instead of
starting over

## Linked Issues or Issue Description

**What happened?**
After `native_restart_recovery_blocked` or an exhausted recovery
generation, a Retry ran in
`isolated-workspace-attempts/<company>/<issue>/<run>/workspace`. That
directory was a detached clone of the base ref. It did not contain the
uncommitted edits from the issue's git worktree. It was not on the task
branch. The agent was not told where the old files were. A restart-chaos
wave graded this as an R2 failure (`pre_fault_files_lost`). A second
defect: when a restart hit the bootstrap of a fresh attempt, preparing
the same run again failed with
`isolated_task_directory_binding_mismatch`, so the Retry could not
finish.

**Expected behavior**
Retry continues in the task's own workspace with its edits and `.git`
intact when no other writer can hold it. When a fresh attempt is really
needed, the old directory stays as it was and the agent gets its path
and its changed files. Preparing the same attempt again after a restart
is idempotent.

**Paperclip version or commit**
`master` at `e482f0f632`, restart-chaos waves on 2026-11-06.

**Steps to reproduce**
1. Start a native task in a git worktree. Let the agent write an
uncommitted file.
2. Kill the control plane so recovery ends in
`native_restart_recovery_blocked` or an exhausted generation.
3. Click Retry.
4. The successor runs in a fresh clone without the uncommitted file or
the task branch.

Root cause:
- `server/src/services/fresh-workspace-continuation.ts`
`canSelectFreshWorkspace` returns a fresh intent for every task Retry
that has a system recovery record.
- `server/src/services/explicit-native-continuation.ts` (fresh selection
in the source loop) then always persisted `fresh_isolated_workspace`.
- `server/src/services/fresh-workspace-seed.ts`
`materializeFreshWorkspaceSeed` clones the project source at the base
ref with `--no-local`, checks out a detached commit and removes
`origin`. Uncommitted work and the branch are not carried over.
- RC-35: `server/src/services/heartbeat/workspace-preparation.ts`
rejected any reusable existing workspace while `fresh` was true,
including the attempt directory that the same run had already created
and bound.

## What Changed

- New continuation mode `reuse_issue_workspace`. At Retry admission,
after all stop proofs pass, `retainedIssueWorkspaceForRetry` checks that
the task's bound workspace is the single local directory the failed run
used, owned by the task, not a shared workspace, not under remote
storage authority, with no other lease, failed cleanup or running
workspace operation, a settled recovery generation, no workspace-export
failure, and a readable Git state rooted at that directory. Then the
Retry continues there with a fresh session. Otherwise the existing fresh
attempt is kept.
- The reuse decision consumes the generation's one alternative attempt
(`freshAttemptRunId`), sets the Retry strategy to `continue`, and
records `issue.retry_workspace_reused`.
- Environment selection pins the reused workspace binding and fails with
`retry_workspace_binding_mismatch` if the binding changed before
dispatch.
- Fresh fallback: the run's continuation context gets `priorWorkspace`
(path, branch, bounded list of uncommitted files). Git status is read
with optional locks disabled. The prompt tells the agent to inspect it
and carry over the work. The old directory is not changed.
- RC-35: preparing the same fresh attempt again after a restart reuses
the attempt directory that this run already bound.
- Reuse checks run Git through the shared workspace scan scheduler with
short deadlines, because admission can hold the issue lock.
- `doc/task-recovery.md` and `doc/execution-semantics.md` describe the
new contract.

## Verification

- `server/src/services/retry-workspace-continuity.test.ts` (embedded
Postgres, real git worktree with uncommitted edits):
- exhausted-generation Retry and blocked-recovery Retry continue in the
same worktree, `.git` file and branch intact. Both failed before the fix
(readiness was `fresh_isolated_workspace`).
- Blocked recovery without a generation and duplicate holds for one run
also reuse the worktree. A running operation orphaned by a restart of
the stopped source does not block reuse.
- The fresh attempt is kept when the workspace is unsafe: live lease,
running workspace operation, corrupt `.git`, missing directory, remote
authority, shared workspace, running export generation. `priorWorkspace`
is omitted for the unsafe writer and shared cases.
- `workspace-preparation.test.ts`:
- A `reuse_issue_workspace` Retry prepares in the original worktree with
its uncommitted file and branch.
- RC-35 red/green: re-preparing the same fresh attempt reuses its bound
directory and keeps files written before the restart. Another run still
gets `isolated_task_directory_binding_mismatch`.
- The fresh fallback sets `priorWorkspace` with the old path and
`unpublished.txt`.
- `environment-selection.test.ts`: the new mode pins the binding and
rejects a changed binding or cwd.
- `packages/adapter-utils/src/server-utils.test.ts`: the prompt names
the retained directory and its files.
- Regression files run locally: `workspace-preparation`,
`environment-selection`, `task-retry`, `quarantined-task-retry`,
`explicit-native-continuation`, `workspace-recovery`.
- Restart-chaos (`tests/restart-chaos`, local, B1+B5, codex+claude,
K1/K4/K6, concurrency 2, rc06-masked):
- Final head: wave `w-20261107T014633-s7206` on `c6776283f3`: 8/8 PASS,
all 8 restart-crossing. 5 tasks needed a Retry (t03-t07: codex B1 K6,
codex B1 K1, codex B5 K6, codex B5 K1, claude B5 K6). All five finished
in the original git worktree with `.git` and every pre-fault file
present (`workspaceMovedTo` empty, `lostFiles` empty); no "Retry keeps a
fresh attempt" log line.
- Wave `w-20261107T004829-s7205` on `29373a6b6a`: 8/8 PASS, all 8
restart-crossing. 3 tasks needed a Retry (t02, t06, t07). All three
finished in the original git worktree with `.git` and every pre-fault
file present; no "Retry keeps a fresh attempt" log line. (`cc178492ef`
only makes the operation filter stricter for run-less jobs.)
- Wave `w-20261107T000412-s7204` on `d197082107`: 8/8 PASS, 7
restart-crossing. 3 tasks needed a Retry (t02, t04, t06). All three
finished in the original git worktree (`workspaceMovedTo` is empty), R2
passed with `.git` and every pre-fault file present, and no "Retry keeps
a fresh attempt" log line appeared.
- Wave `w-20261106T231416-s7203` on the first commit: 6/6 PASS, but its
t01 Retry still moved to `isolated-workspace-attempts`. That instance
was not kept, so the exact rejection was not recorded. The likely cause
is a `running` workspace operation that a killed server left on the
stopped source (the source restarted three times). The second commit
treats such restart orphans as not live and logs the rejection reason. A
`--replay` of that t01 on `d197082107` finished in the original worktree
with its `.git` file and no attempt directory.
- Review follow-ups in `d197082107`, `29373a6b6a`, `cc178492ef` and
`c6776283f3` (run-less workspace jobs still block reuse; red/green
covered by the `running_operation` case): holds are grouped by source
run; the readiness fallback (blocked recovery without a generation) also
reuses the task workspace; Git probes go through the shared scan
scheduler with 10-15 s deadlines; `priorWorkspace` is only set for a
task-owned directory with no other writer; the reuse rejection reason is
logged; `priorWorkspace` uses the same task-owned, settled,
single-writer predicate as reuse; Git probes share one budget per
workspace; the RC-35 check is a pure path check; renames are parsed from
either porcelain column.

## Risks

- A Retry now writes into the old directory instead of a new one. The
checks above prevent a second writer. A stale binding fails the run with
`retry_workspace_binding_mismatch`; it does not write to another
directory.
- If the cause of the failure was inside the workspace itself, reuse
could repeat it. Workspace-export failures, restore failures and
required workspace recovery keep the fresh attempt.
- A workspace operation of the stopped source that started before the
source settled and before the current server process no longer blocks
reuse (a restart orphan). Operations with no run, of another run, or
started in the current process still block it.
- `priorWorkspace` is an optional new field in the continuation
envelope. Older adapters ignore it.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 20:27:22 -06:00
DottaandPaperclip a0ac81e114 fix(ui): show task image results in compact thumbnail grids (#19626)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task feeds show agent messages, documents, and files in time order.
> - Each image currently uses a full feed card.
> - A turn with seven screenshots makes the conversation hard to scan.
> - This pull request groups adjacent images from the same run in a
compact grid.
> - Users can scan the results and open each image in the existing
gallery.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Image results in task history and the live task feed.

**Current behavior**

Each image uses a separate full-width card. Native image upload receipt
messages can also separate related screenshots.

**Proposed behavior**

Adjacent images from one run share a wrapping thumbnail grid. New image
results join the grid. Documents, video, and authored messages keep
their positions. The grid opens the existing gallery.

**Reason and benefit**

Users can see a batch of screenshots without scrolling past one large
card for each file.

**Breaking changes**

The feed layout changes. The stored comments, files, APIs, and
permissions do not change.

Related public work: Refs #17228. Refs #8785. Refs #7667. These changes
supplied the artifact cards and media gallery that this pull request
reuses.

## What Changed

- Add one image grouping function for settled history, turn history, and
live results. Group only images with the same known run. Keep the first
row key and each image key when results arrive.
- Add a token-based grid that reuses the media artifact cards and image
gallery.
- Add an optional typed attachment-preparation marker to file
registration and chat-file reuse. Preserve the marker through comment
normalization. Use it with matching image, author, and run links to hide
generated receipts. Keep the exact historical sentence as a fallback for
old receipts.
- Add nine production component stories with seven sample-account
screenshots. Cover mobile, Classic, mixed results, single images,
missing images, streaming, gallery navigation, and the complete feed
projection.
- Add grouping and production-feed regressions. Add 18 browser cases
across light and dark themes.
- Improve contrast for the shared fallback label and gallery counter
after the accessibility checks found low contrast.
- Match alternate original-image paths when opening the gallery. Keep a
separate Open original link beside Download in the gallery.
- Record the feed layout in DESIGN.md.

## Verification

- Final qualification at `09b12381ce85bee6593050bd8a2fa18cbe2c45a6`:
[required CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42317080212/job/128237094513),
including typecheck, build, all test lanes, E2E, and verify. The
snapshot has 58 successful check runs, three conditional skips, one
neutral advisory job, and a successful legacy Snyk status. No pending or
failed checks remain. Greptile and Paperclip Review both score this
exact head 5/5; all review threads are resolved.

- Current-head local checks: 544 focused UI tests passed across 11
files, with one existing skip. UI/shared typechecks and token gates
pass. All 18 focused Storybook browser cases passed after the CSS merge,
with retries disabled.
- Two database integration cases verify file registration and chat-file
reuse receipt markers. All 52 issue-validator tests and six upstream
default-model tests passed.
- Regressions failed before the fixes for unknown-run grouping, receipt
wording, and authored progress text with an image. The repair uses a
typed receipt marker and requires matching author, attachment, image,
and run links before hiding a generated receipt. All five review
findings are resolved.
- Browser checks cover loaded images, wrapping columns, overflow,
missing-image fallback, streaming stability, keyboard gallery
navigation, original-file links, and downloads. Fixtures use production
renderers. These checks do not prove deployed persistence or provider
behavior and do not compare visual baselines.
- Local limits: the preflight helper could not finish because Cargo was
absent. The earlier low-memory server typecheck and dependency-free
selector did not replace final-head CI. The now-passing final CI
supplies broad typecheck, build, server, Runner, and E2E coverage.
- Prior independent CI failures remain recorded: one Slack timer case
passed a single diagnosed rerun; its exact timer cause was not proved. A
later chat shard lost its self-hosted runner without a test assertion
failure. The current revision passes that shard and all applicable
gates. Master conflict resolution retained both image-grid and patch CSS
rules.

## Risks

- Images without a run ID remain separate. Messages and other resource
types end each batch.
- Receipt suppression requires a matching preparation marker or the
exact legacy sentence, plus matching attachment, image work product,
run, and author. Tests preserve human messages and native progress text
with attachments. The optional marker uses existing JSON metadata and
needs no database migration.
- Shared gallery and fallback text now have stronger contrast.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 18:42:22 -06:00
DottaandPaperclip 2e340d6235 fix(ui): show unread message counts in agent chat pickers (#19627)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - People switch between agent chats to read replies.
> - The agent picker does not show how many messages are unread.
> - People need that count before they select a chat.
> - The chat list already has the viewer's read state.
> - This pull request adds numeric badges from that shared list.
> - People can find unread replies without extra requests for each
agent.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The chat header agent picker and the secondary sidebar's Add chat
picker.

**Subsystem affected**

Agent Chat UI, shared task types, and the chat read-state service.

**Current behavior**

The pickers do not show the unread message count for each agent.

**Proposed behavior**

Show the unread count beside each agent. For example, show 3 for three
unread agent messages. Hide the badge when the count is zero. Keep
switching available while chat data loads.

**Reason and benefit**

People can see which chats need attention before they switch. The count
uses the existing shared request and cache.

**Breaking changes**

The chat response gains an optional `unreadMessageCount` field. Existing
fields and read receipts keep their behavior. There is no database
migration.

**Additional context**

Related: #19425 changes chat structure. This change adds counts to the
current agent pickers. The duplicate search found no PR for these count
badges.

## What Changed

- Count unread agent comments in the existing grouped read-state query.
Keep company and viewer scope.
- Exclude human messages, deleted comments, system notices, and
fast-response receipts.
- Pass memoized count maps to both agent pickers. Use a direct lookup
for each row.
- Show numeric badges and accessible singular or plural labels.
- Test count changes, account isolation, cached opens, search, and large
agent lists.
- Update the chat stories, fixture data, and development guide.
- Make the Slack owner retry-deadline test deterministic after
reproducing its CI failure.

## Verification

- On current head `05f5fa6201`, the [main CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/42305845930)
passed, including build, typecheck, all applicable test shards, browser
shards, and final verification. The prior server shard 2, 6, and 7
failures do not recur.
- [Greptile's current-head
review](https://github.com/paperclipai/paperclip/pull/19627#issuecomment-6696161631)
is 5/5, its check succeeded, and both previous review threads are
resolved. Current head check inventory is complete: 55 successful
checks, three intentional skips, and no pending or failed checks. The
Paperclip application review summary reports paused; no new completed
Paperclip review is claimed. Its existing findings are resolved, and the
independent current-head Greptile review is 5/5.

- Current head `05f5fa6201` merges master `8621bcf53e` to resolve an
import conflict. Master now includes the same model-default test repair.
This branch keeps its upstream import, so that file no longer differs
from master.
- After this merge: all 21 server tests in the Slack owner and
model-default suites pass, all 22 tests in the three picker/sidebar
suites pass, and token gates pass. The standard preflight still cannot
build Rust because `cargo` is absent. Fresh CI must supply the broad
checks.

- Head `7d125fb8c7` replaces the Slack owner test's real timer wait with
the worker's existing clock input. It checks that the intent stays
pending one millisecond before the retry deadline and clears at the
deadline. All 15 Slack owner integration tests pass locally. Runtime
retry behavior is unchanged.
- On `4cfb1e9d55`, both review checks gave 5/5. CI [server shard
2](https://github.com/paperclipai/paperclip/actions/runs/42302458830/job/128183671349)
failed the Slack credential-lease retry test. The same assertion failed
in an unchanged local run. A diagnostic run with added logging passed;
the exact timer deviation was not captured. The new test removes the
real-time wait assumption and checks the clock boundary directly. The
earlier model-default and cleanup failures did not recur in that CI run.

- On `a3378dfc40`, both Greptile and Paperclip Review gave 5/5 with no
open findings. Typecheck, build, all eight browser shards, and most test
shards passed.
- That CI attempt failed two server shards. The model-default test still
expected `gpt-5.6-sol`, while the current default is `gpt-6.1-sol`. I
reproduced both failures locally. Commit `4cfb1e9d55` uses the exported
default-model constant; all six tests in that suite now pass. Production
model selection does not change.
- The retained-cleanup backlog test exceeded its 15-second limit in
[server shard
6](https://github.com/paperclipai/paperclip/actions/runs/42299858777/job/128175193320).
The unchanged test passes locally with the same limit. Its CI timeout
cause is not established. No assertion or timeout was changed. The fresh
CI run must recheck it.

- Review repair: commit `0db631b215` keeps the existing-chat and
unread-agent arrays stable when chat data and the active agent do not
change. A new 500-agent test fails before the repair and passes after
it. The test also checks count refreshes.
- The first CI typecheck failed on duplicate `IMAGE_ONLY` and
`TESTOPS_REQUESTED` keys in `tests/runner-e2e/workflow-target.test.ts`.
This was present in upstream code. Master commit `e482f0f632` removes
the duplicate keys. This branch now includes that commit. All nine
workflow-target tests pass locally.
- After the latest master merge: all 22 tests in the three affected
picker/sidebar suites pass. Before that merge, all 38 focused UI tests
passed.
- The current head is `05f5fa620134ad199a3d85b66fb2eb93d3bb6077`. All
current status checks are complete, the aggregate verify gate succeeds,
mergeability is CLEAN, and no unresolved review threads remain. The
maintainer has instructed normal merge after checks pass.

- After merging current master: 37 focused UI tests pass across
AgentChatPicker, CoordinatorAgentSwitcher, AgentConversationsSidebar,
useAgentChatRead, and SidebarAgentChats.
- After merging current master: all 38 proactive-chat integration tests
pass with a real disposable PostgreSQL database. They check counts of 2,
1, and 0 at exact read cutoffs.
- The prior revision passed UI typecheck and build, shared build,
isolated low-memory server typecheck, token gates, and 30 map/catalog
tests.
- The 500-agent test bounds index work and count lookups. Search does
not rebuild the existing-chat index.
- Browser checks used production components with simulated API data.
Dark, light, mobile, and Add chat cases passed. Counts of 3 and 12
stayed visible through search. Read agents had no badge. Cached opens
made no chat API requests.
- Twenty local cached opens took 34.5–57.6 ms, with a 38.4 ms median.
This is an unthrottled fixture measurement.
- Earlier full local checks could not complete because Rust cargo is
absent and the workspace has limited memory. The standard worktree
preflight also stops at missing cargo. Required CI must supply broad
checks for this PR head.
- The first server typecheck ran out of memory while Storybook was
active. Its isolated low-memory retry passed. No visual baseline
comparison or live provider delivery is claimed.

## Risks

- Low risk. The count replaces a boolean aggregate in the same grouped
query. Very long chat histories still need that existing scan.
- A count can be stale until the existing chat-list cache refreshes.
Read receipts still control the unread cutoff.
- The change adds no polling, per-agent history request, database
migration, or permission change.

## Model Used

OpenAI GPT-6 through Codex, with code editing, terminal tools, and
browser verification. The runtime did not expose a more specific served
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 17:10:56 -06:00
TonioandPaperclip c650f36007 fix(ui): refine agent profiles, identity editing, and list actions (#19535)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 11:14:56 -08:00
Nicky LeachandClaude Opus 5.5 ff1d1dea5d fix(tools): reject non-tool connections before any write (#19492)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Apps and tools connect to Paperclip through tool connections
> - `POST /api/companies/:companyId/tools/connections` creates a tool
connection through `createConnection`
> - The request schema accepts a channel purpose and the chat and voice
transports, but `createConnection` cannot store them
> - The database then rejects the row, so the caller gets a 500 and a
stray tool application stays behind
> - This pull request rejects those requests with a 422 before any
write, and stores `config` as `transportConfig` when the caller leaves
`transportConfig` out
> - The benefit is a clear error, no leftover rows, and consistent
connection rows

## Linked Issues or Issue Description

No issue exists. The new test typecheck in #18739 found this problem.
#18739 listed it as a possible product problem and did not change it.

**What happened?**

1. `createConnection` never writes `input.connectionPurpose`, so every
row gets the database default `tool`.
2. The schema allows `transport: "chat_sdk"` and `transport: "voice"`.
The database check `tool_connections_channel_transport_check` does not
allow these transports on a `tool` row.
3. No error mapping exists for a check violation, so the route returns
500.
4. When the request has no `applicationId`, the service inserts a
`tool_applications` row first, outside the connection transaction. That
row stays after the failure.
5. The schema gave `transportConfig` a default of `{}`. The service
stores `input.transportConfig ?? config`, so it stored `{}` instead of a
copy of `config`.

**Expected behavior**

The route returns 422 for a purpose or transport that it cannot create,
and writes no rows. When the request leaves `transportConfig` out, the
row stores `config` there.

**Steps to reproduce**

1. Send `POST /api/companies/:companyId/tools/connections` with `{
"name": "x", "transport": "chat_sdk" }`.
2. See the 500 response.
3. See the new `tool_applications` row for the company.

## What Changed

- `server/src/services/tool-access.ts`: `createConnection` rejects a
purpose other than `tool`, and the `chat_sdk` and `voice` transports,
with 422. The check runs before any lookup or write. Channel connections
still come from their own services.
- `packages/shared/src/validators/tool-access.ts`: `transportConfig` is
optional and has no default. The update schema already removed defaults,
so it does not change.
- `server/src/__tests__/tool-access-service.test.ts`: added tests for
the three rejected inputs (no rows written), and for a request that
sends only `config`.

## Verification

- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-connection-health-work.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/tool-access-routes.test.ts
packages/shared/src/validators`: 27 files, 995 tests pass.
- `cd server && pnpm typecheck`: passes. This includes the source layers
and the three test-tree shards.
- Not run locally: the full `pnpm test:run`, the root `pnpm build`, and
the UI typecheck. Required CI covers them.

## Risks

- Low risk. A client that sends a channel purpose or a chat or voice
transport to this route now gets 422 instead of 500. The request failed
before this change too.
- A client that sends only `config` now gets the same value in
`transportConfig`. Every reader checks `config` first, so this changes
no behavior.
- The OpenAPI output for this body no longer shows a default for
`transportConfig`.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 17:30:24 +00:00
DottaandPaperclip 21d2a577bb feat: show and change routine responsible users (#19128)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Routines create tasks for repeated work.
> - Each routine has a responsible person.
> - The Overview did not show this person or permit a change.
> - People need to see who will be responsible for automatic tasks.
> - This pull request adds a small name picker beside Default agent.
> - Authorized people can adopt a routine or transfer it to an active
company member.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The routine Overview and the routine update API.

**Subsystem affected**

UI, server, and shared contracts.

**Current behavior**

The routine stores a responsible user. The Overview does not show that
person. The update API cannot change that person.

**Proposed behavior**

Show Responsible user beside Default agent. Click the name to search
active company members. Save only the new person and the current
revision ID.

**Reason and benefit**

People can see who owns future automatic tasks. An authorized person can
adopt a routine without making a new routine.

**Breaking changes**

The detail response adds an optional actor-specific field. The update
API adds an optional responsible user ID. Existing requests keep their
current behavior.

Related: #17368 covers local Board ownership migration. This change adds
the routine control and explicit transfer.

## What Changed

- Show a quiet, searchable person picker beside Default agent.
- Explain that automatic tasks use this person. Manual runs use the
person who starts them.
- Permit human operators with `tasks:assign`, instance administrators,
and local operators to transfer responsibility.
- Check active company membership inside the update transaction.
- Save a revision and record the old and new person in the activity log.
- Keep existing task responsibility and ownership during revision
restore.
- Show errors for failed saves and stale revisions.
- Add tests for permissions, company boundaries, transfers, inheritance,
and picker states.
- Keep the picker disabled until saved data is refreshed. Refresh the
activity list after a transfer.
- Capture the actual previous person under the update row lock for the
activity record.
- Use shared query error handling and retain cached people during a
connection failure.

## Verification

- Focused checks cover 145 tests in 5 files. The first post-fix run
passed 144 tests. One existing Fireflies route test timed out during the
first import while the UI typecheck also ran. The same test passed in
the pre-fix run. The isolated route suite then passed all 21 tests with
no source change.
- The new tests reproduce slow detail refreshes, activity refresh, and
two concurrent transfers without a base revision. The concurrency test
uses PostgreSQL row locks.
- UI and server TypeScript checks passed at commit `1df9587eb`.
- The UI production build passed for the updated head.
- The branch includes master through `26391707f`.
- Design token gates, query-error policy, and Git whitespace checks
passed. The query-error policy reports zero findings.
- Local browser checks passed on desktop and mobile for the initial
feature commit. Search, selection, reload persistence, and revision
creation passed. No page errors or horizontal overflow were found. The
follow-up does not change the normal layout.
- Earlier full local checks could not finish: Cargo was absent, and
concurrent full test/build checks exceeded the 8 GiB memory limit. These
attempts are not passes.
- The first CI run failed on two error-rendering policy findings. That
failure is fixed locally. The three findings from the first Greptile
review are fixed and their threads are resolved.
- Greptile reviewed `1df9587eb2d3e034c2769b1f6955ac52323c95bb` and
scored it 5/5. It confirms all three prior findings are addressed. There
are no open review threads.
- [CI attempt
1](https://github.com/paperclipai/paperclip/actions/runs/42046369415/attempts/1)
passed 53 checks. The server 8/12 shard failed only because the existing
`history-http` runtime fixture did not become ready within 10 seconds
(99 refused connections). The fixture and runtime source are unchanged
from the merged master. That case passed locally on the same PR head
with no source change. Its full 75-test suite also passed locally. The
cause of the CI failure remains unknown.
- [CI attempt
2](https://github.com/paperclipai/paperclip/actions/runs/42046369415/attempts/2)
passed on `1df9587eb`: 54 successful checks, 3 skipped, and 1 neutral.
No failed or pending checks remained. The original fixture-readiness
failure remains recorded above.
- A later review found that viewers with an explicit `tasks:assign`
grant could see an editable picker even though writes were denied.
Commit `8b95ee707` now mirrors active-membership and viewer restrictions
in the GET capability flag. Instance-admin and local-operator behavior
is preserved.
- Three membership regressions failed on the incorrect editable flag
before the fix. After the fix, all 43 routine-route and company-access
cases passed (`--testTimeout 60000` accommodated this sandbox's cold
route imports; no repository timeout was changed). The first pre-fix run
timed out during the cold import in one case; the second pre-fix run
reproduced all three assertion failures.
- Layered server typechecking and whitespace checks passed after the
permission fix.
- [Fresh
CI](https://github.com/paperclipai/paperclip/actions/runs/42057752313)
passed on `8b95ee7075417527687b4a86cbaf63ba87408364` without a retry.
Greptile reviewed this exact head, scored it 5/5, and added no new
findings. All four review threads are resolved. The security status is
also successful.
- The separate Paperclip Review check is still queued because its
assigned review worker requires runtime recovery. This is the remaining
check before completion; the CI workflow itself passed.

## Risks

- A transfer changes the person used for future automatic tasks.
Existing tasks keep their current person.
- Only people can transfer responsibility. The server checks the
permission again on every write.
- A stale revision rejects the save. The user must reload before
retrying.
- No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact runtime model ID and context window are not exposed
to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 05:47:30 -06:00
DottaandClaude Opus 5.5 90b8190c33 fix(native-runtime): detect half-open runner ingress and project Stop for live runs (#19407)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs in a managed sandbox talk to the server through a
provider-ingress WebSocket. The server opens this socket to the runner
(`paperclip-runnerd`) through the sandbox preview proxy.
> - A staging run ran a 20-minute foreground shell command that printed
nothing. After the first second, no run events arrived. The run stayed
"Working" for over 35 minutes. No watchdog acted, and the run projection
said `canStop: false`.
> - The server only detected a lost runner connection from a `close` or
`error` event. It never sent pings. A half-open route, for example a
proxy that drops the connection without a FIN, never emits `close`. The
run then waits forever and the 7-minute reconnect grace never starts.
> - A long silent tool call is legitimate. The fix must tell "quiet but
alive" apart from "nothing alive". A protocol ping does that: runnerd
answers every ping with a pong while its provider waits on the tool.
> - This pull request pings authenticated runner connections and
terminates the socket after 90 seconds of total silence. The existing
reconnect grace and transport-failure path then recover the run. It also
makes the execution projection report `canStop: true` for every queued
or running run.
> - The benefit is that a run with a dead runner connection now ends in
a bounded time instead of hanging. API readers also see the Stop that
the board already offers.

## Linked Issues or Issue Description

**What happened?**
A native-runner run (managed sandbox, OpenCode with an OpenRouter model)
ran a foreground shell command for about 20 minutes with no output. The
last run event came at about T+1s. The command finished on disk, but the
run never got another event and stayed `running` / "Working" for over 35
minutes. Its projection had `canStop: false` and `permittedActions:
["inspect_run"]`. A board cancel through the API worked.

**Expected behavior**
The server detects a dead runner connection and recovers or fails the
run in a bounded time. A runner that is alive but quiet stays attached.
The projection reports that a live run can be stopped.

**Steps to reproduce**
1. Start a native run in a managed sandbox.
2. Make the agent run a long foreground command that prints nothing.
3. Let the preview route drop the WebSocket without a close frame.
4. Before this fix, the run stays "Working" forever.

## What Changed

- `server/src/realtime/runner-prp-outbound.ts`: after PRP
authentication, `WsJsonWireConnection.monitorLiveness` sends a WebSocket
ping every 20 s. Any inbound frame or pong counts as liveness. After 90
s with nothing inbound, it terminates the socket. That emits an ordinary
`close`, so the PRP authority and the reconnect loop use the existing
7-minute grace and then fail the transport. If the server's own event
loop stalls, the window restarts instead of blaming the runner. The 90 s
bound is longer than runnerd's own 60 s connection lease, which already
requires runnerd to read the socket.
- `server/src/services/execution-projection.ts`: `canStop` is now `true`
for every `queued` or `running` run. The old failed-native-retry rule is
unchanged.
- `server/src/services/execution-projection.ts`: a queued run now shows
"Waiting for previous run to stop" (cause `previous_run_settling`) when
a predecessor that admission checks (the task execution owner, the
retried run, or the agent's latest settled run on the task) still has
pending cleanup by `hasPendingRunCleanup`. Before, a turn queued after a
Stop showed only "Queued" with no reason while the stopped run's
controller still waited on the dead runner. That in-process wait
(`claimQueuedRun` settling-owner gate) also made Retry a no-op. The
liveness bound above makes that controller settle. Its existing cleanup
then calls `startNextQueuedRunForAgent`, which starts the queued turn.
- `server/src/services/run-cancellation.ts` and
`server/src/modules/run-dispatch/adapters/postgres.ts`: a user-stopped
native run whose runner was unreachable can later settle as `failed`
(`native_provider_terminal_failed`) when its transport fails closed. The
dispatch gate's message deferral required a `cancelled` source and
compared the message with `finishedAt`. The user's follow-up message was
therefore marked `skipped`, and the task asked for a second message. The
new `recordedUserStop` helper honors the recorded user Stop on such a
failed source, so the gate saves the message for the deferred-receipt
worker.
- `packages/shared/src/types/execution-projection.ts`: documents the
`canStop` meaning.
- `doc/execution-semantics.md`: documents the ingress liveness bound and
the new `canStop` meaning.

## Verification

- Red then green: `runner-prp-outbound.test.ts` "detects a half-open
authenticated ingress and fails the run within a bounded window". On the
old code it failed because no ping was sent and the socket was never
terminated. It now passes and the active-run `failure` rejects with
`runner_ingress_unavailable`.
- Safety: "keeps a quiet but live runner attached through a long silent
tool call" checks that a runner answering pings stays attached for 20
simulated minutes with no termination and no failure.
- Red then green: `execution-projection.test.ts` "offers Stop for every
live run, including a long-silent native turn". On the old code it
failed with `canStop: false`.
- Red then green: `execution-projection-recovery.test.ts` "names the
wait when a stopped predecessor still holds the task's runner" (real
Postgres). On the old code the successor projected a plain "Queued". It
also checks that the wait clears on lease release and ignores another
agent's run.
- Red then green: `workspace-recovery.test.ts` "continues a message sent
after Stop when the stopped run later failed closed". On the old code it
failed 3 of 3 runs with the receipt `skipped`. It now passes, and the
full file passes twice (392 tests). The test now pins the message after
the recorded Stop. Before, the fixture could write both in the same
millisecond, which made the sibling variants flaky.
- Passed: run-cancellation, explicit-native-continuation, run-dispatch
and run-control suites (622 tests).
- Passed: `npx vitest run src/realtime/
src/services/execution-projection*.test.ts
src/__tests__/heartbeat-run-privacy-routes.test.ts`, the
native-runner-execution-driver tests, and the plugin-runner-task tests.
- Passed: `pnpm --filter @paperclipai/server typecheck`.
- I read runnerd (`runner-core/src/durable/transport.rs`) and confirmed
it answers `Ping` with `Pong` in its non-blocking read loop.
- Not run: a live managed-sandbox reproduction. Staging and Daytona were
not reachable from this environment. `plugin-runner-probe.test.ts` needs
a local cargo build of runnerd, and it did not start in this worktree.

## Risks

- A false termination is possible if a runner fails to answer pings for
90 s while it is still alive. runnerd already loses its own connection
lease after 60 s without reading, so this bound does not add a stricter
requirement. A terminated live runner reconnects within the existing
grace.
- If the preview proxy drops WebSocket control frames, ping alone does
not prove liveness. Inbound PRP frames (runnerd's lease renewals, about
every 30 s) still count, so a live runner stays attached.
- `canStop` now means "the board can Stop now" for live runs. The UI
already shows Stop for running and queued runs without reading this
hint, so the UI does not change.
- Out of scope: the inbound runner WebSocket server
(`runner-prp-ws.ts`), and a lost OpenCode SSE event while the runner is
alive. A stopped run whose controller hangs for a reason other than a
dead transport still holds the queued successor. The projection now
names that wait, but this PR does not force-release it, because the
controller has no termination evidence. A queued reason for the agent
concurrency cap is also not covered. The wait label calls the admission
predicate (`hasPendingRunCleanup`) for up to three predecessor runs per
queued run. This adds a few reads to projections of queued runs only.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 00:52:01 -06:00
DottaandClaude Opus 5.5 6ca7b151f7 feat: compact an agent's context from the task Properties panel (#19378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task's Properties panel shows the assignee agent's context window
(paperclipai/paperclip#19273)
> - The board can see that the context is nearly full, but it cannot act
on it
> - A full context makes the agent compact at an unplanned time, often
in the middle of work
> - This pull request adds "Compact now" to the Context hover card
> - The benefit is that the board can compact the agent's context
between runs, at a time it chooses

## Linked Issues or Issue Description

Refs paperclipai/paperclip#19273

**Problem**
The Context row shows how full the agent's context window is. The board
cannot ask the agent to compact it.

**Proposed solution**
A "Compact now" button in the Context hover card. It runs the harness's
own compaction: Codex `thread/compact/start`, and Claude's `/compact`
command through ACP.

**Alternatives considered**
A separate PRP `session.compact` command. Both harnesses run compaction
as a turn, so a compaction turn keeps the existing durable turn binding,
interruption, and recovery. A separate command needs a second turn
lifecycle.

## What Changed

- UI: the Context hover card shows Compact now with three states:
available, Compacting…, and unavailable with a reason (agent mid-run,
harness unsupported, task closed). The Storybook story shows each state.
- Server: `POST /api/issues/:id/context/compact` (board only,
`decideIssueAccess` `issue:mutate`, activity log
`issue.context_compaction_requested`). It queues a short run marked by
`contextSnapshot.contextCompactionRequestId`. `GET
/issues/:id/context-usage` returns the `compaction` state.
- Server: a compaction run does no task work. The native status arbiter
preserves the task status. The lifecycle skips handoff, liveness
continuation, review-path disposition and the issue comment, as it does
for goal-control runs.
- Runner TS: `startTurn({ compact: true })`. The Codex harness session
sends `thread/compact/start`. The runnerd transport maps it to PRP
`turn.start` with `compact: true` (Codex) or `text: "/compact"`
(Claude/ACPX). The native runtime option `sessionCompaction` requires a
resumed session and settles with a synthesized yielded result.
- Runner Rust: `turn.start` accepts `compact: true` for Codex.
`CodexProvider::start_compaction_turn` sends `thread/compact/start` and
binds the turn from the `turn/started` that follows the empty response.
- Fix (from #19273): Codex emitted `context.compacted` on both the start
and the end of one compaction item. It now emits it once, and the count
is distinct by `compactionId`.
- Fix (from #19273): the conversation event view dropped
`context.compacted`, so a finished run never showed the divider. The
view now keeps compactions, plus context readings for runs that
compacted. A finished run's compactions show as thread dividers.
- Fix: the Codex harness stamps before/after sizes on the compaction
event. Codex reports the compacted size before the compaction item ends,
so the old neighbour-based guess showed the wrong size.

## Verification

- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, `node
scripts/storybook-catalog.mjs`: pass.
- New tests: `server/src/__tests__/context-compaction.test.ts`,
`status-arbiter.test.ts`, `issue-context-usage.test.ts` (duplicate
compaction counts once), `ui/.../context-usage-row.test.tsx`,
`native-session-runtime.test.ts` (context compaction), Codex driver and
runnerd transport tests, Rust
`codex_compaction_turn_binds_the_turn_reported_after_its_empty_response`.
Rust `codex_provider` suite: 115 passed.
- `pnpm test:run` locally: one failure in
`chat-channels.integration.test.ts`. It reads
`.claude/skills/slack/SKILL.md` from the main checkout, which is not
present in this worktree. It is not related to this change.
- Live, local worktree instance, Codex agent on the Paperclip runner:
clicked Compact now. The run succeeded. Context went from 35k to 9.4k
tokens, and later 9.4k to 9.2k. The task stayed In Review. The thread
shows "Context compacted · 9.4k → 9.2k tokens" and the meter dropped.
- Live Claude proof: pending. The local Claude agent needs an Anthropic
API key. claude-agent-acp handles `/compact` as an echo-less turn, and
the runner already maps its "Compacting completed." notice to
`context.compacted`.

## Risks

- A compaction run resumes the agent's session. If the session cannot
resume, the run fails with `native_context_compaction_unavailable` and
the task is unchanged.
- Compact now is not available while the agent runs on the task, because
compaction interrupts the active turn.
- The conversation view now returns context readings for runs that
compacted. Runs that never compacted return the same events as before.
- An old runner binary ignores `compact` and rejects the `turn.start`
because it has no text. It does not start an ordinary turn.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:07:12 -06:00
DottaandClaude Opus 5.5 958f9aa9f3 feat(issues): limit agent-created task trees to parent and child (#19312)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents split work into tasks. A task can have a parent task.
> - Today agents can nest tasks to any depth: parent, child, grandchild,
and deeper.
> - Deep agent-made trees are hard to follow, and an agent that works on
a child task makes grandchildren by default.
> - This pull request limits agent-created trees to two levels: a
top-level task and its children.
> - A request for a grandchild does not fail. The server puts the new
task beside the requester and tells the agent.
> - Board users keep full control. They can still nest to any depth.
Existing deep trees stay valid.
> - The pull request also records which task created each new task, so
the audit trail stays complete when the parent changes.

## Linked Issues or Issue Description

No public issue exists. This is the feature description. Related: #16853
(budgets that include descendant work) also reasons about task trees;
this change does not alter its traversal.

**Subsystem affected**

Issues (tasks): create, child create and move in the issue service and
routes. Agent tools, chat suggestions and creation provenance use these
paths.

**Problem or motivation**

Agents create subtasks as deep as they want. An agent that runs on a
child task gets that child as the default parent, so its follow-ups
become grandchildren. The trees become deep and hard to read. The parent
link is also the only record of which task created a follow-up, so that
record is lost when the parent changes.

**Proposed solution**

Limit agent-created trees to a parent and its children. When an agent
asks for a grandchild, put the new task under the requester's parent and
return `parentAdjusted`. Do not reject the request. Keep board users
unrestricted. Record the originating task in a new server-set
`origin_issue_id` column. Keep `origin_run_id` as the originating run.

**Alternatives considered**

Reject grandchild requests with an error. We did not do this, because
agents then fail mid-task. Add a database constraint. We did not do
this, because existing deep trees must stay valid and nesting can return
later.

## What Changed

- Add `MAX_AGENT_TASK_HIERARCHY_DEPTH` (2) and the
`IssueParentAdjustment` type in `packages/shared`.
- Add `resolveNewTaskParent` and `planIssueParentChange` in
`server/src/services/issues.ts`. `create`, `createChild` and `update`
use the agent limit by default (`parentDepthPolicy: "flatten"`).
- The issue create, `/children` and PATCH routes pass `allow_nested` for
board users. For agents, the routes check authorization against the
parent that the server actually writes.
- The requester keeps its behavior when the server moves a task beside
it: `blockParentUntilDone` blocks the requester, and the new task
inherits the requester's workspace and privacy.
- The server never moves a task above a low-trust boundary root that
contains the requester.
- These subsystems keep any depth, because they find their work by
parent: watchdog reviews, monitor recovery, email-channel placement, and
routines that a person configured.
- An agent move of a task that has children skips only the parent change
and returns `reason: "has_children"`.
- Add `issues.origin_issue_id` (nullable, `on delete set null`, indexed)
in migration `0434`. Only the server sets it. The `createdFrom` detail
field, the `createdFromIssueId` filter and task-creation provenance read
it first.
- Chat prompts now let a chat agent create one task, a task with
children, or separate tasks. The conversation is never a parent.
- The runner `create_task` tool accepts an optional `parentTaskId`. A
chat agent can create a top-level task and then put subtasks under it.
The run must be able to read and change the parent. A conversation is
never a parent. The depth limit still applies. Project tools map the
field to `parentId` through the issue route. The protocol manifest,
semantic contracts and eval fixture are regenerated.
- Watchdog runs that have an active watchdog keep their requested parent
on all create paths, because their access is limited to the watched
subtree.
- Fix a bug that the test drive found: the chat (MCP) `create_task`
ignored the requested `status`, so a `backlog` task became `todo` and
started to run. It now uses the same rule as the native tool.
- Update `skills/paperclip`, `doc/SPEC-implementation.md`, and add the
plan `doc/plans/2026-11-05-two-level-task-hierarchy.md`.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-task-hierarchy-depth.test.ts
src/__tests__/agent-task-hierarchy-depth-routes.test.ts`: 19 new tests
for service and route behavior, all pass.
- Related suites (64 files: issues service, thread interactions,
privacy, watchdogs, provenance, runner tool authority, decisions,
routines, project tools): 1208 tests pass. Two tests changed because of
the intended behavior and pass now. Two `email-channels.integration`
tests fail locally because the test cannot find a bundled skill file
from this worktree path. This change does not touch that code.
- `packages/db`: migration safety, snapshot drift and journal tests
pass.
- Typecheck passes for `server`, `packages/shared`, `packages/db`, `cli`
and `ui` (local `ui` errors come only from generated Storybook catalog
files that are absent).
- Local test drive on an isolated instance with real Claude agents: 29
of 29 use cases pass, including an agent on a child task (follow-ups
placed beside it, with the notice) and a chat that creates a top-level
task with three subtasks.
- I did not run the full `pnpm test:run` or `pnpm build` locally. CI
runs them.

## Risks

- Behavior change for agents: some follow-ups that were grandchildren
are now siblings. The parent of the requester is woken when all its
children finish, which now includes these tasks.
- The runner `create_task` input contract adds one optional field, so
the protocol manifest and the pack contract change. The tool output does
not change: it shows the actual `parentId`, and the activity log records
`parentAdjusted`.
- Migration `0434` adds a nullable column, a foreign key and an index.
It does not backfill rows.
- `IssueCreationSource.run` is now nullable.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 21:22:33 -06:00
c9c4949c86 build(deps): bump zod from 4.4.3 to 4.6.6 (#17364)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The shared validators use zod to check API input, and the Runner
contracts check some of the same values again
> - zod below 4.6.6 has a high-severity memory issue
(GHSA-mrhx-c7xc-m3w5), so this bump is necessary
> - zod 4.6 also changes string `min`, `max`, and `length`: they now
count Unicode code points, not UTF-16 units
> - The Runner question parser and the goal readers still use JavaScript
string length, so emoji text can pass zod and then fail later
> - This pull request bumps zod and keeps the string-length bound on
those schemas
> - The benefit is that we get the security fix, and these inputs still
fail at validation

## Linked Issues or Issue Description

Refs GHSA-mrhx-c7xc-m3w5.

**What happened?**
With zod 4.6, three CI tests failed on this bump. Two showed an emoji
body that is over the agent commentary ceiling and that zod now accepts.
The third is the scheduler timeout described under Verification.

**Expected behavior**
A dependency bump does not widen an API limit. Text over the limit gets
a validation error.

**Impact**
Emoji text between the two bounds passed validation and failed later:
- A question set is created, and then each answer gets a 422. The
question stays pending and nobody can answer it. A schema and parser run
confirmed the mismatch. This was not run over HTTP.
- The Muse route returns a 500 because `parsePaperclipQuestionSet`
throws an error that is not an `HttpError`. This comes from reading the
code. It was not run.
- A Runner goal normalizes to null and replaces the stored goal, or it
is marked blocked. This comes from reading the code. It was not run.

## What Changed

- Bump zod to `^4.6.6`. The lockfile resolves 4.6.7. (Dependabot)
- Add `maxStringLength` to `packages/shared/src/validators/text.ts`. It
checks zod `max` and JavaScript string length.
- Use `maxStringLength` for the question-set text fields, the Runner
goal objective, and the agent commentary body.
- Add regression tests for the question-set bound and the goal objective
bound.
- Dependabot recreated the branch on current `master` (`@dependabot
recreate`) to resolve `pnpm-lock.yaml` conflicts. This happened twice.
The lockfile is Dependabot's. Each time, the two fix commits were
applied again without changes.

## Verification

- Compared zod 4.4.3, 4.6.5, 4.6.6, and 4.6.7 directly. The change to
`max` is in 4.6.5 or earlier, and 4.4.3 does not have it.
- Passed locally: `packages/shared` tests `agent-commentary`,
`validators/issue`, and `runner-goal`, plus `tsc --noEmit` in
`packages/shared`.
- Passed locally on the first fix commit: server
`agent-commentary.integration`, `agent-commentary-helper`, and
`openapi-routes`. The later commit changes these schemas again. CI
passed these tests at `b5e9dc7352`.
- Local testing was focused. GitHub CI is the full regression check. CI
passed at `b5e9dc7352`, including `ci / verify` and `ci / e2e`.
- Greptile reviewed `b5e9dc7352`. The score is 5/5, with no inline
comments.
- After the recreate, the fix commits applied cleanly as `bad62c3ba5`
and `3294552e65` on Dependabot's `46789d1487`. Their diff is the same as
the diff Greptile reviewed. The lockfile still resolves zod 4.6.7. The
focused `packages/shared` tests (`validators/issue`, `runner-goal`) and
`tsc --noEmit` in `packages/shared` passed again locally. A second
`pnpm-lock.yaml` conflict came before CI finished at `3294552e65`.
- Second recreate: Dependabot ignored the first `@dependabot recreate`
(no reaction and no update job after 20 minutes). It acted on the second
command and pushed `83c328c15c`. The fix commits applied cleanly as
`dd3e87d93e` and `95b450048f`, with the same diff. The lockfile still
resolves zod 4.6.7. The same focused tests and `tsc --noEmit` passed
again locally. Greptile first scored `95b450048f` 4/5 with one P2: the
description did not explain the source changes. Greptile read
Dependabot's replacement description, which was live during that review.
The description was restored and the thread resolved. The new review
scored `95b450048f` 5/5 with no findings. CI failed at `95b450048f` in
two shards. Neither failure comes from the zod change:
- `server (9/12)`: `server/scripts/reporting-lock-policy.test.mjs` fails
with "Reporting lock changed; review the dependency correction before
install". #19283 added this test today. It requires the committed
`pnpm-lock.yaml` hash to match `tests/runner-e2e/report-lock.json`.
Every pull request that changes the lockfile fails it until the hashes
are renewed, for example #17172 and #17911.
- `workspaces-a (1/2)`:
`cli/src/__tests__/company-import-export-e2e.test.ts` timed out waiting
for its child server. The same test failed the same way on two unrelated
branches in the same hour (runs 42115721271 and 42109846042). A rerun of
this shard at `95b450048f` passed. The rerun of `server (9/12)` failed
again on the reporting-lock test.
- #19356 fixed the reporting-lock gate for Dependabot lockfiles and
merged. A re-run reuses the old merge commit, so the empty commit
`482d76686e` starts a run against current `master`. `pnpm-lock.yaml` and
the reporting-lock proof on `master` did not change since this branch's
base.
- CI at `482d76686e`: `ci / policy` passed, and `server (9/12)` skipped
the reporting-lock test as #19356 intends. `e2e shard (6/8)` failed once
in `cloud-auth.spec.ts` ("apiResponse.json: Response has been disposed",
a Playwright race in a route handler). The same test passed at
`95b450048f` with the same code. A rerun passed. All checks pass,
including `ci / verify` and `ci / e2e`.
- Earlier failure: `issue-monitor-scheduler.test.ts` ("lets the board
check a scheduled monitor on an in_progress task") timed out in CI at
`d60b5f56d8`. It passed 5 of 5 local runs with the first fix. The cause
is unknown. The test waits 3 seconds for heartbeat runs to settle, so CI
load is possible, but this is not proven. The test passed in the CI run
at `b5e9dc7352`. This shows recovery. It does not explain the earlier
timeout.

## Risks

- All other zod string bounds now count code points. Emoji text can be
up to 2N UTF-16 units and 4N UTF-8 bytes (it was N units and at most 3N
bytes). This pull request does not change those bounds.
- An audit of those bounds found no other concrete failure. It checked
index limits, byte limits, `.length` guards, provider limits, and
security `min` checks. It used code search and sampling, so it is not
exhaustive.
- Not verified: Slack `topic` and `purpose` use `.max(250)`, and we did
not confirm how Slack counts that limit.
- `.min(N)` is now stricter for emoji text. A single emoji no longer
passes `.min(2)`.
- `@dependabot rebase` or `@dependabot recreate` on this branch will
remove the manual commits. This happened twice to resolve lockfile
conflicts, and the commits were applied again each time.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused tests only; see
Verification)
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes (no
documentation change needed)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (at `482d76686e`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(5/5 at `95b450048f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---

Bumps [zod](https://github.com/colinhacks/zod) from 4.4.3 to 4.6.6.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/colinhacks/zod/releases">zod's
releases</a>.</em></p>
<blockquote>
<h2>v4.6.6</h2>
<blockquote>
<p>Six malicious commits pushed to <code>main</code> on September 21
with a compromised git credential were reverted the same day in <a
href="https://redirect.github.com/colinhacks/zod/issues/6620">#6620</a>
and have since been removed from the history of <code>main</code>. None
were ever published to npm. The npm provenance for 4.6.6 names 284243fb,
the pre-rewrite copy of 9c219833 with identical contents.</p>
</blockquote>
<h2>Commits:</h2>
<ul>
<li>0cd3af5e9f50ad11bbcd4407a46a21b8848ba574 docs: load the en locale
directly in Zod Mini</li>
<li>9d5e60f162997b764b40d45aa02481888db50dea docs: import locales from
zod/locales, not z.locales</li>
<li>34a626f307871ecbb0123947559328dc52ed5e3e docs: tighten the z.locales
tree-shaking note</li>
<li>74304ce5b5796b5edb9a88ceb8e170b6ea3e82df release: stage npm versions
instead of publishing them (<a
href="https://redirect.github.com/colinhacks/zod/issues/6622">#6622</a>)</li>
<li>b2ef983e0711ff6517d6020b021071e2e5653efa docs: add Code for Japan to
bronze sponsors</li>
<li>8fb2faf0584828a6a027d8279db36f6f52784462 docs: crop the Code for
Japan logo and list it first in bronze</li>
<li>bacad518c41610d654658172d325874bf0ee6290 docs: square the Code for
Japan logo to match the other bronze tiles</li>
<li>c42596bd1c87e941d7241d10e012c5c196adcc10 release: hold the run on
the release-approval environment until the staged versions are approved
(<a
href="https://redirect.github.com/colinhacks/zod/issues/6638">#6638</a>)</li>
<li>a2ba4a67986a3e6b2b131be30084a2f460d9ea67 fix(types): declare record
output and input as members, not base type arguments (<a
href="https://redirect.github.com/colinhacks/zod/issues/6645">#6645</a>)</li>
<li>a0ebf970f2d752e5f58527cd2942ff48be4f46bd fix(v4): check array, set
and map size bounds before parsing elements (<a
href="https://redirect.github.com/colinhacks/zod/issues/6652">#6652</a>)</li>
<li>529f78dd9431b07f49647fee3aa0819b3f8b66b7 4.6.6</li>
<li>9c219833c3a3764fa1f1ea9c5ecec8254a63c0b1 ci: stage at verbose so a
failed OIDC token exchange says why</li>
</ul>
<h2>v4.6.5</h2>
<h2>Commits:</h2>
<ul>
<li>d2b135cfb7a3582b9eb515756b9166bcb9521f4a docs: add the 4.6.x patch
highlights to the 4.6 post</li>
<li>f1448f7cee00df9fe1e9ad84a000aa1828cc8bc1 docs: fold the 4.6.x patch
highlights into the 4.6 post's own sections</li>
<li>de65a5cb39ed22a507fac935788f718fa88d104f docs: lead the properties
section with the check and add a Zod Mini tab (<a
href="https://redirect.github.com/colinhacks/zod/issues/6598">#6598</a>)</li>
<li>56222cd1532c07bcb91b67df529cab4c0a215330 feat(instanceof): key the
.properties() shape off the instance type (<a
href="https://redirect.github.com/colinhacks/zod/issues/6600">#6600</a>)</li>
<li>ca0229a404818290e6cdcfefcd7eb2d04bcbb543 Revert &quot;feat: add
z.currencyCode() over a vendored ISO 4217 list, refreshed weekly by CI
(<a
href="https://redirect.github.com/colinhacks/zod/issues/6595">#6595</a>)&quot;</li>
<li>cc4cd4ee9c52fcaa10964e48cc144541e41a5ed9 Revert &quot;Revert
&quot;feat: add z.currencyCode() over a vendored ISO 4217 list,
refreshed weekly by CI (<a
href="https://redirect.github.com/colinhacks/zod/issues/6595">#6595</a>)&quot;&quot;</li>
<li>0f3f5ee3ca56c7574bf849e54f79e9a6e02562ee 4.6.5</li>
<li>59bbc03e10c636b9eb3c393dfeb552819774ec21 chore: re-pin the
integration peers to the workspace zod after the 4.6.5 bump</li>
</ul>
<h2>v4.6.4</h2>
<p>A patch on top of <a
href="https://github.com/colinhacks/zod/releases/tag/v4.6.3">4.6.3</a>.</p>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/d6bc1e30"><code>d6bc1e30</code></a>
feat: add <code>z.currencyCode()</code> over a vendored ISO 4217 list,
refreshed weekly by CI (<a
href="https://redirect.github.com/colinhacks/zod/pull/6595">#6595</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/ad32d751"><code>ad32d751</code></a>
perf: <code>z.url()</code> rejects an invalid URL with
<code>URL.canParse()</code> instead of a throwing constructor, about 50x
faster; fewer allocations on the validation path (<a
href="https://redirect.github.com/colinhacks/zod/pull/6588">#6588</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2bb08717"><code>2bb08717</code></a>
chore: re-pin the integration peers to the workspace zod after the 4.6.4
bump</li>
<li><a
href="https://github.com/colinhacks/zod/commit/f6e1701a"><code>f6e1701a</code></a>
chore(deps): bump next to 15.5.25 and vite to 7.3.6 (<a
href="https://redirect.github.com/colinhacks/zod/pull/6153">#6153</a>)</li>
</ul>
<h2>v4.6.3</h2>
<p>A patch on top of <a
href="https://github.com/colinhacks/zod/releases/tag/v4.6.2">4.6.2</a>.</p>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/413cce9a"><code>413cce9a</code></a>
fix(v4): make z.properties() a check again (<a
href="https://redirect.github.com/colinhacks/zod/pull/6594">#6594</a>) —
removes the standalone <code>z.properties()</code> schema from 4.6.0;
<code>z.instanceof().properties()</code> and
<code>.check(...z.properties())</code> are unchanged</li>
<li><a
href="https://github.com/colinhacks/zod/commit/75d63ee1"><code>75d63ee1</code></a>
docs: show only the <code>.properties()</code> method form in the 4.6
post</li>
<li><a
href="https://github.com/colinhacks/zod/commit/46da9572"><code>46da9572</code></a>
docs: match the error-message examples to what the parsers emit</li>
</ul>
<h2>v4.6.2</h2>
<p>A patch on top of <a
href="https://github.com/colinhacks/zod/releases/tag/v4.6.1">4.6.1</a>.</p>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/9446b5cc"><code>9446b5cc</code></a>
fix: preserve undefined prefault outputs and object keys (<a
href="https://redirect.github.com/colinhacks/zod/pull/6587">#6587</a>) —
closes <a
href="https://redirect.github.com/colinhacks/zod/issues/6585">#6585</a></li>
<li><a
href="https://github.com/colinhacks/zod/commit/0c483c58"><code>0c483c58</code></a>
docs: the <a href="https://zod.dev/blog/zod-4-6">Zod 4.6 announcement
post</a> (<a
href="https://redirect.github.com/colinhacks/zod/pull/6546">#6546</a>)</li>
</ul>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/9c219833c3a3764fa1f1ea9c5ecec8254a63c0b1"><code>9c21983</code></a>
ci: stage at verbose so a failed OIDC token exchange says why</li>
<li><a
href="https://github.com/colinhacks/zod/commit/529f78dd9431b07f49647fee3aa0819b3f8b66b7"><code>529f78d</code></a>
4.6.6</li>
<li><a
href="https://github.com/colinhacks/zod/commit/a0ebf970f2d752e5f58527cd2942ff48be4f46bd"><code>a0ebf97</code></a>
fix(v4): check array, set and map size bounds before parsing elements
(<a
href="https://redirect.github.com/colinhacks/zod/issues/6652">#6652</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/a2ba4a67986a3e6b2b131be30084a2f460d9ea67"><code>a2ba4a6</code></a>
fix(types): declare record output and input as members, not base type
argumen...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/c42596bd1c87e941d7241d10e012c5c196adcc10"><code>c42596b</code></a>
release: hold the run on the release-approval environment until the
staged ve...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/bacad518c41610d654658172d325874bf0ee6290"><code>bacad51</code></a>
docs: square the Code for Japan logo to match the other bronze
tiles</li>
<li><a
href="https://github.com/colinhacks/zod/commit/8fb2faf0584828a6a027d8279db36f6f52784462"><code>8fb2faf</code></a>
docs: crop the Code for Japan logo and list it first in bronze</li>
<li><a
href="https://github.com/colinhacks/zod/commit/b2ef983e0711ff6517d6020b021071e2e5653efa"><code>b2ef983</code></a>
docs: add Code for Japan to bronze sponsors</li>
<li><a
href="https://github.com/colinhacks/zod/commit/74304ce5b5796b5edb9a88ceb8e170b6ea3e82df"><code>74304ce</code></a>
release: stage npm versions instead of publishing them (<a
href="https://redirect.github.com/colinhacks/zod/issues/6622">#6622</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/34a626f307871ecbb0123947559328dc52ed5e3e"><code>34a626f</code></a>
docs: tighten the z.locales tree-shaking note</li>
<li>Additional commits viewable in <a
href="https://github.com/colinhacks/zod/compare/v4.4.3...v4.6.6">compare
view</a></li>
</ul>
</details>
<br />

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

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Nicky Leach <nicky@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 17:41:43 -08:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
f2593b7905 feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People enter that work through the workspace, agent conversations,
and tasks.
> - Coordinator and Agent Chat still require experimental enrollment.
> - Task link prefetches do not warm the compact queries used by the
default task view. Chat also waits for a request when its navigation
list already holds the conversation.
> - This pull request makes Coordinator and Agent Chat standard and
reuses the reads needed for navigation.
> - People can choose Classic workspace in Experimental settings. Cached
work can appear while fresh data loads.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Workspace selection, Agent Chat availability, and navigation between
Chat, Tasks, and task details.

**Subsystem affected**

Cross-cutting: UI, workspace preferences, instance settings, and the
database migration.

**Current behavior**

People must enable Coordinator and Agent Chat in Experimental settings.
Opening a task can repeat requests because prefetch warms the full
detail and comment queries, while the default view reads compact task
data and a recent comment window. Opening Chat waits for a detail
request even when the current person's conversation list contains it.

**Proposed behavior**

Coordinator is the standard workspace for everyone. Experimental
settings offer Classic workspace, off by default. Old Coordinator
experiment values do not select Classic. Agent Chat is available to
everyone, including instances with an old saved or managed off value.
Task link intent warms the queries used by the mounted view. Chat can
use the current person's company-scoped conversation list during
refresh.

**Reason and benefit**

People can use the standard workspace without setup. Repeat navigation
can show cached content while the server refreshes it.

**Breaking changes**

Existing Coordinator experiment and Agent Chat off values no longer
disable these surfaces. Classic requires an explicit new opt-in. The
workspace API keeps its existing response shape and audit checks. The
migration retains legacy values and adds a separate Classic preference.
Execution permissions, company access, and chat privacy checks still
apply.

**Additional context**

Roadmap check: this graduates existing surfaces and improves their
navigation. It does not add a new agent execution capability. Duplicate
searches found no open Coordinator workspace PR. Related server cache
work, Refs: #17828, addresses compact issue-list invalidation; this PR
addresses client navigation queries.

## What Changed

- Add a default-off Classic workspace preference. Derive the existing
workspace API response from that choice. Keep personal persistence,
account isolation, and audited writes in the workspace preference
service.
- Replace the Coordinator experiment control with Classic workspace. Use
Coordinator while preferences load. Update the existing settings
examples and navigation recipe.
- Retire the Agent Chat experiment control. Ignore old stored and
managed off values. Retain the compatibility key and the existing
execution and access checks.
- Reuse account- and company-scoped chat list data with its original
freshness timestamp.
- Share compact task and recent-comment query options between prefetch
and the task view. Keep full-history prefetch for Classic tasks and
expanded history.
- Add upgrade, replay, cache, account isolation, and browser switching
regressions. Update product, database, development, and roadmap
documentation.

## Verification

- Targeted preference, settings, migration, cache, and UI regression
tests passed during implementation. The cache tests hold refresh
requests pending and check that content still renders. They also check
account isolation and stale refresh behavior.
- A real browser test verified fresh Coordinator defaults, Classic
opt-in persistence, and return to Coordinator. It used an isolated
source checkout with fresh data on macOS.
- Token, migration numbering and safety, map, and Storybook catalog
checks pass after the rebase.
- Repository typecheck and build pass. Typecheck and token gates also
pass after review repairs. The broad local run passed all six chat
integration shards (1,931 tests). It then found the host-CLI-dependent
recovery fixture described below. Its remaining duplicate work was
stopped after the full current-head CI matrix passed; this is not a
claim that the broad local command completed green.
- Review repairs passed 419 UI/migration fixture tests, 19 Coordinator
navigation tests, and all 214 tests in the five affected server suites.
The 24 Chat/workspace browser tests pass, including standard Coordinator
switching and explicit Classic persistence.
- The broader browser repair run passed 85 tests. It retained two failed
assertions and skipped five later serial cases. The affected files then
passed all 11 tests after the fixes: reopen the desktop panel after
reload and open More for Audit and Connectors. This includes the five
serial cases that had not run.
- The broad local suite exposed a recovery fixture that executed the
host Codex CLI during a simulated remote probe. On a host with Codex
0.154.0, model fallback broke its fixed-model assertion. The fake
sandbox now reports Codex 0.160.0. All 20 selected recovery/provider
compatibility cases pass after the repair.
- A CLI company import/export suite timed out during server startup in
the second CI run. The port fallback is intentional in that fixture. No
root cause was established. That suite passes on the final commit in CI.
This records recovery, not a claimed product fix for the earlier
timeout.
- The first CI run exposed remaining assumptions about the retired flags
and Classic UI. The repair commit updates those fixtures and navigation
steps. It also restores the missing enabled Cases destination in
Coordinator. Earlier local recovery attempts used the wrong fixture
notification and advanced fake time during live execution; the corrected
tests use the subscribed recovery queue and wall time during execution.
- Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at
**5/5** with no new comments. The original finding is resolved.
- Current-head CI is green: **56 successful checks**, with three checks
skipped by workflow filters. This includes typecheck, build, the
complete Vitest matrix, all eight browser shards, Runner verification,
release checks, and security checks. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42132651414).
- Typecheck caught missing `pid` and `startedAt` fields in the simulated
command result. The fixture now returns the complete process contract,
and the server test-layer typecheck passes.
- Storybook catalog alignment was checked. Storybook play tests were not
run. Hosted latency and cold bundle loading were not measured.

## Risks

- The new default changes the workspace for people who previously left
the Coordinator experiment off. They can opt into Classic in
Experimental settings.
- The additive migration must run before the new server code. It is safe
to replay and preserves explicit Classic choices.
- Cached content can be stale during background refresh. Existing query
invalidation and source timestamps still control freshness.
- These changes reduce avoidable loading waits. They do not establish a
measured improvement in hosted request latency or initial bundle
download time.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 16:28:25 -08:00
DottaandClaude Opus 5.5 bf10bc695a feat(task): show the agent's context window in task properties (#19273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run through a harness (Codex app-server, or Claude through
ACPX), and the runner turns harness events into Paperclip events
> - Both harnesses report how full the model's context window is. Codex
sends `modelContextWindow` with its token usage. Claude sends `used` and
`size` in ACP `usage_update`
> - Paperclip dropped both values. The task view could not show how
close an agent is to compaction, and a compaction left no visible mark
in the task chat
> - This pull request carries the context-window occupancy through the
runner, stores it with the existing usage events, and shows it as a
"Context" row in the task Properties panel
> - It also shows a "Context compacted · 230k → 38k tokens" divider in
the task chat when the agent compacts its context
> - The benefit is that operators can see when a long task is near its
context limit and when the agent lost detail to a compaction

## Linked Issues or Issue Description

Refs #19252 (same pattern: a canonical harness event turned into
task-chat UI). Refs #19267 (status notices; it turns Claude's compaction
banner into a notice, and this PR reads that notice too).

**What existing behavior does this improve?**
The task view shows no context-window information, and a compaction is
invisible in the task chat.

**Subsystem affected**
Runner usage normalization (Rust and TypeScript transport), the PRP
usage schema, a read-only issue API, the task Properties panel and the
task-chat transcript.

**Current behavior**
Codex `modelContextWindow` and ACP `used`/`size` are dropped in the
runner. `context.compacted` always has null sizes, Claude compactions
emit no `context.compacted` event at all, and the live runner turn hides
every marker except "interrupted".

**Proposed behavior**
`usage.reported` carries an optional `context {usedTokens,
windowTokens}`. The task Properties panel shows a Context row ("10% of
258k") with a hover breakdown (tokens used, input and cached input,
output, cost, compactions). The transcript shows a compaction divider,
with sizes from the usage before and after the compaction.

**Reason and benefit**
Operators can see when a long task is close to its context limit, and
they can see where the agent's earlier context was summarized.

**Breaking changes**
None. The new schema field is optional, and the new endpoint is
read-only.

## What Changed

- PRP `usage.schema.json`: add an optional `context {usedTokens,
windowTokens}` object. Regenerate the schema bundle and the protocol
manifest.
- Rust `provider_events.rs`: add `codex_context_usage` (last request
`totalTokens` and `modelContextWindow`) and `acpx_context_usage` (ACP
`used`/`size`). ACPX `usage_update` now sets `context`.
- Rust `provider_backend.rs`: Codex `thread/tokenUsage/updated` sets
`context` on live (non-historical) usage.
- Rust `provider_events.rs`: emit `context.compacted` for the completed
`context_compaction` provider notice that #19267 produces from Claude's
compaction banner. Only this path marks a Claude compaction, so the
server counts each compaction once.
- `runnerd-codex-transport.ts`: `rehydrateRunnerdUsageNotification`
keeps a valid `context` on `tokenUsage`, so it reaches the stored
`item.completed` usage item.
- Server: new `GET /api/issues/:id/context-usage` (issue read access is
required) and `issueContextUsage` service. It reads only the assignee's
current session (the session of its newest usage report), and returns
that session's latest context reading, non-zero totals, cost, and the
count of compactions across all of the session's runs. Added to OpenAPI.
Shared type `IssueContextUsage`.
- DB: migration 0432 adds two partial indexes on `heartbeat_run_events`,
built concurrently. One indexes usage items by run and time. The other
indexes `context.compacted` events by company and session. `EXPLAIN`
shows that both lookups use them.
- UI: new `ContextUsageMeter` (bar, percentage, hover card) and
`IssueContextUsageRow` in the Execution section of Properties. The row
refreshes every 8 s while a run is active, and once more when the run
ends.
- UI transcript: `native-run-events.ts` maps `context.compacted` to a
`context` activity entry with pre/post sizes from neighbouring usage
items. `transcript-adapter.ts` turns it into a new `context_compacted`
marker variant. The live runner turn keeps that marker as its own
timeline row.
- Storybook: `task-context-window.stories.tsx` (Properties panel in a
task, all states, hover breakdowns, divider).

## Verification

- `cargo test -p paperclip-runner-core --lib provider_events` (new
tests: ACPX context, Codex context, banner compaction, notice
compaction)
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/live/runnerd-codex-transport.test.ts`
- `cd ui && npx vitest run src/components/ContextUsageMeter.test.tsx
src/components/transcript src/components/task-chat
src/components/issue-properties`
- `cd server && npx vitest run
src/__tests__/issue-context-usage.test.ts` (embedded Postgres)
- `node scripts/typecheck-low-memory.mjs`, `pnpm check:token-gates`,
`pnpm --filter @paperclipai/paperclip-runner run check:protocol-types`
- Live check on a local worktree instance through the runnerd path:
- A Codex `gpt-5.5` task showed "10% of 258k" (27k of 258k, input 77k
with 49k cached, output 1.1k).
  - A Claude Sonnet 4.6 task showed "17% of 200k" (34k of 200k).
- Storybook: Tasks and conversations / … / Task chat / Context window.
- Not verified live: a real compaction. The divider is covered by unit
tests through the same projector path the task chat uses.

## Risks

- The schema field is optional, and older runners omit it. The UI
renders nothing until a harness reports a window.
- Migration 0432 builds two partial indexes concurrently on
`heartbeat_run_events`, which is a large table. The indexes cover only
usage items and compaction events, so they stay small. They add a little
write overhead to those events.
- Claude in-progress usage rows still record zero tokens with `requests:
1`. The final turn usage is correct. This PR does not change accounting.
- A "Compact now" action is out of scope. It needs a compaction-only run
that does not produce a run result. It will come in a follow-up.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, in-app browser for Storybook and
the live instance).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:54:27 -06:00
DottaandClaude Opus 5.5 4ece2107b8 fix(connections): offer aggregator Slack sign-in on Cloud instead of a customer OAuth app (#19328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connectors let people give agents tools, such as Slack, from the
Connectors catalog or from an agent's inline "Connect" card
> - On Paperclip Cloud, the only Slack path is "Slack needs its own
OAuth app". The user must create a Slack app, paste a callback URL, and
enter a Client ID and secret
> - Managed Slack chat setup exists, but it is behind the experimental
Chat connectors setting, which is off on Cloud. Composio's and Arcade's
managed Slack sign-in exists, but the native Slack row hides it
> - In an onboarding test on Cloud, a tester got this card from the
onboarding agent, spent 7 minutes on it, and declined it. No Slack
connection was made
> - This pull request follows the existing Google Workspace pattern: on
Cloud, a native connector whose every setup path needs a
customer-created OAuth app yields new setup to the aggregators' managed
sign-in, in the catalog and in agent connection discovery
> - The benefit is that Cloud users can connect Slack with a sign-in
instead of creating a Slack app

## Linked Issues or Issue Description

**What happened?**
On a Paperclip Cloud instance, the onboarding agent asked the user to
connect Slack. Connectors > Slack > Connect showed "Slack needs its own
OAuth app. Slack does not let Paperclip register itself automatically,
so this connector needs an OAuth app you create." The form asks for a
callback URL, a Client ID and a Client secret. It has no link to Slack
app settings. The method description said "Use the provider-hosted
connection for the quickest setup." The tester gave up. The original
notes said that the cloud connector asked for an HTTPS server. That is
not correct: no HTTPS or deployment-mode check is in this path. The real
blocker is the customer OAuth app requirement.

**Expected behavior**
Slack can be connected from the supported Cloud flow without setup steps
that only an operator can do.

**Steps to reproduce**
1. On a Cloud instance with Chat connectors off (the Cloud default),
open Connectors and search for "Slack".
2. Click Connect on Slack. The "needs its own OAuth app" form opens.
3. Or, let an agent call `connections_search("Slack")`. It returns
native `slack` first, and its card opens the same form.

**Additional context**
Evidence: the Slack gallery entry on the Cloud instance had
`ownershipAvailability` `platform_shared: false`, `platform_provisioned:
false`, `customer: true`. `GET
/api/companies/:id/chat-slack/setup-options` returned 403 "Chat
connectors are disabled".

## What Changed

- `packages/shared`: add `nativeConnectorRequiresCustomerOAuthApp(app,
settings)`. It is true when every available setup path of a native
connector needs a customer-created OAuth app: no Paperclip-managed
client, no dynamic client registration, and no enabled chat setup.
- `ui/src/pages/apps/Browse.tsx`: on Cloud, such a connector yields to
aggregators, the same as the built-in Google connectors. The catalog
shows the "Connect through Composio or Arcade" row, and its Connect
button opens the provider choice. A saved native connection, a chat
endpoint, Chat connectors on, a self-hosted instance, or no aggregator
route keeps the native row.
- `server/src/services/connection-intents.ts` and new
`connection-native-yield.ts`: agent `connections_search` uses the same
rule. On Cloud, it does not prefer native Slack for new setup, so the
agent asks the provider-choice question (Composio, Arcade or Zapier).
The rule applies the advertised Paperclip Cloud connector profiles, so
apps with a managed Cloud client (for example Asana) do not yield. If
the profiles cannot be read, the native connector stays.
- `slack.json`: correct the Slack tool method copy, which said "quickest
setup". Add a "register" console link to `https://api.slack.com/apps`,
so the form now shows "Open Slack app settings".
- Tests in all three layers.

## Verification

Red/green. I committed the tests first (`2386fd83df`) and ran them
against unchanged source code.

**Red (before the fix):**

```
server › aggregator connection fallback › Slack on Paperclip Cloud
× offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
AssertionError: expected [ 'slack', 'google-calendar', …(7) ] to deeply equal [ 'via:composio:slack', …(2) ]
+   "slack", "google-calendar", "google-docs", ...
Tests  1 failed | 3 passed | 45 skipped (49)

ui › Connectors landing page
× offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
AssertionError: expected 'SlackSend and read messages in your t…' to contain 'Connect through Composio or Arcade.'
Received: "SlackSend and read messages in your team's channels.Connect"
Tests  1 failed | 5 passed | 92 skipped (98)

shared › Slack tool connection guidance
× describes the customer-created Slack app honestly and links to Slack app settings
AssertionError: expected 'Use the provider-hosted connection fo…' not to match /quickest/i
Tests  1 failed | 3 passed (4)
```

**Green (after the fix):**

```
✓ server › Slack on Paperclip Cloud › offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
✓ server › Slack on Paperclip Cloud › keeps native Slack when Chat connectors provide its own setup path
✓ server › Slack on Paperclip Cloud › keeps native Slack for a company that already saved a Slack connection
✓ server › keeps native Slack on self-hosted instances, where operators register their own Slack app
✓ ui › offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
✓ ui › keeps the built-in Slack connector when Chat connectors offer its setup path
✓ ui › keeps the built-in Slack connector when the instance is self-hosted
✓ ui › keeps a saved built-in Slack connection on its native row on Cloud
✓ shared › describes the customer-created Slack app honestly and links to Slack app settings
✓ shared › flags Slack only while its chat setup is unavailable
✓ shared › does not flag connectors with a managed, dynamic-registration, or credential path
```

Neighbouring suites:
- `packages/shared` (all): 98 files, 1060 tests passed
- `ui` `src/pages/apps` + `src/features/connections`: 54 files, 980
tests passed
- `server` `connection-aggregator-fallback` 49/49,
`connection-intents-service`, `native-connection-baseline-fixture`,
`runner-connection-eval-fixtures` passed. `satisfied-connection-intents`
52/52 passed when run alone. It had a suite-setup error only when three
embedded-Postgres runs went in parallel.
- `pnpm check:token-gates`: clean. `tsc --noEmit` shows no errors in
changed files. Local runs show unrelated errors because the
`paperclip-runner` workspace package is not built. CI runs the full
typecheck.

Still needs a live Slack workspace to prove:
- Complete Slack sign-in through Composio or Arcade on a Cloud instance,
and an agent tool call to Slack.
- An agent run on Cloud that asks the provider-choice question for Slack
and then connects through the selected aggregator.

## Risks

- Behaviour change on Cloud only, for native connectors whose every path
needs a customer-created OAuth app and that an aggregator serves. Today
that is Slack (when Chat connectors are off), and Box and Xero if the
aggregator catalog has them. On Cloud, these move to the aggregator
route for new setup, the same as the built-in Google connectors. Saved
connections keep their native row and discovery.
- Cloud users who want their own Slack app can still open
`/apps/connect?source=slack`, but the catalog row no longer links to it
while the rule applies.
- Self-hosted instances keep the native connector unchanged.
- Follow-up, not in this PR: enable managed Slack chat on Cloud (Chat
connectors Cloud default and `PAPERCLIP_SLACK_MANAGED_SETUP_ENABLED`).
This is a flag and operations change. It needs the Cloud Slack broker to
be proven first. When it is enabled, this rule stops yielding Slack
automatically.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of a staging instance, file
editing).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:12:45 -06:00
DottaandClaude Opus 5.5 00c7738513 fix(task-chat): keep messages sendable after a declined connection request (#19331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task chat composer shows a queue of saved input that waits for
the agent's next turn
> - When a person declines a connection request (for example Slack), the
server queues a read-only receipt so the agent learns the outcome
> - The composer showed that receipt with its raw JSON receipt in hover
text, and the receipt hid the person's next message
> - The next message could not be edited, discarded, or sent, so the
chat looked stuck after a simple "Decline"
> - This pull request shows a readable status for receipts and keeps the
person's own later messages visible and actionable
> - The benefit is that declining a connection resolves cleanly and the
conversation continues

## Linked Issues or Issue Description

**What happened?**
During an onboarding test on staging, a person declined the agent's
"Connect Slack" request. A queued steering item then stayed above the
composer. It could not be edited. Its hover text showed raw JSON.
Sending the next message produced an error.

**Steps to reproduce**
1. Give a task to a Paperclip runner agent whose run is active or waits
on a busy workspace.
2. Let the agent request a connection, then decline it.
3. See the queued item "Rejected: Connect Slack". Hover it: the title is
the full JSON receipt.
4. Send another message. The message never appears in the queue. Its row
controls stay disabled. Send or Interrupt on the receipt queue returns
`409 This queue does not support interruption`.

**Expected behavior**
A declined connection request resolves cleanly. It shows a readable
status. The next message can be sent.

**Evidence (staging wake diagnostics for the test task)**
- 17:52:09: the decline wake for the Slack request. It stayed deferred,
was never claimed, and was skipped at 18:21.
- 17:52:10: a later retry wake for the plan-approval continuation.
- `GET /issues/:id/queued-comments` projects the oldest matching wake.
From 17:52 to 18:21 the composer showed the Slack receipt.

Refs: related to the separate plan-approval queued-message fix, which
changes the recovery sweep. This PR only touches the queue projection
and the receipt label.

## What Changed

- `server/src/services/queued-interaction-response.ts`: add
`queuedInteractionSummary()`. A receipt now has one readable line, for
example `Declined: Slack connection`, `Connected: GitHub connection`, or
`Accepted: Build the app`. The entry `source.summary` carries it. The
steering body for the agent still includes the typed JSON receipt.
- `server/src/routes/issues.ts` (`findQueuedCommentWake`): a queued
user-message wake now takes precedence over a receipt wake. A receipt
shows only when it is the only queued input. The receipt wake itself is
unchanged and is still delivered to the agent.
- `server/src/modules/wake-queue/adapters/postgres.ts`
(`findExistingDeferredWake`): skip interaction-receipt wakes when a new
message picks the deferred wake it merges into. Before, the receipt was
the oldest deferred wake, the merge was skipped, and every later message
started its own wake. Only the first message then appeared in the queue.
Receipts still never absorb user input.
- `packages/shared/src/types/issue.ts`: add the optional `summary` field
to `IssueQueuedCommentEntry.source`.
- `ui/src/components/task-chat/TaskChatQueuedMessages.tsx`: add
`queuedMessageLabel()`. The row text, the hover title, and all
aria-labels use the summary. They never use the raw steering body.

## Verification

Red/green tests were written first and run against the unchanged code.

New tests:
- `server/src/__tests__/issue-queued-comments-routes.test.ts`
- `shows a declined connection receipt as a readable status, not its
JSON`
- `keeps the next message visible and actionable after a declined
connection (running run | stopped run)`: declines Slack, posts the next
message, and asserts that the queue lists that message with
`canEdit`/`canDiscard`, that the discard works, and that the receipt
wake is still pending for the agent.
- `queues every later message together after a declined connection
(legacy run | stopped run)`: two messages after a decline both appear in
one editable queue, and the receipt wake keeps no message ids.
- `ui/src/components/task-chat/TaskChatQueuedMessages.test.tsx`
- `shows a declined connection request as readable text, never its raw
JSON receipt (BUG-08)`

**Red (unchanged code):**
```
server: × shows a declined connection receipt as a readable status, not its JSON
        AssertionError: expected { kind: 'interaction', …(3) } to match object { …, summary: 'Declined: Slack connection' }
server: × keeps the next message visible and actionable after a declined connection (running run)
server: × keeps the next message visible and actionable after a declined connection (stopped run)
        AssertionError: ["Declined: Slack connection"]: expected undefined to match object { canEdit: true, canDiscard: true }
        (the queue lists only the receipt; the new message is missing)
        Tests  3 failed | 85 skipped (88)
ui:     × shows a declined connection request as readable text, never its raw JSON receipt (BUG-08)
        AssertionError: expected 'Reorder queued message: Rejected: Con…' not to contain '{'
        Tests  1 failed | 23 skipped (24)
```
An exploratory probe on the unchanged code also showed the send error on
this path: `POST /queued-comments/interrupt` on the receipt queue with a
running native run returns `409 {"error":"This queue does not support
interruption"}`. The exact UI text that the tester saw was not
available.

Second commit (review follow-up), unchanged `findExistingDeferredWake`:
```
server: × queues every later message together after a declined connection (legacy run)
        AssertionError: expected [ Array(1) ] to deeply equal [ …(2) ]
        Tests  1 failed | 1 passed | 88 skipped (90)
```
With the change: `Tests  2 passed | 88 skipped (90)`.

**Green (with this change):**
```
pnpm --filter server exec vitest run src/__tests__/issue-queued-comments-routes.test.ts
  Test Files  1 passed (1)   Tests  90 passed (90)
server: heartbeat-comment-wake-batching + src/modules/wake-queue
  Test Files  11 passed      Tests  322 passed (322)
server: retry-scheduling, wake-diagnostics, question-response-delivery, comment-wake-batching, dot-runner, responsible-user-invariant, stale-queue-invalidation, queued-comments routes
  Test Files  8 passed       Tests  357 passed (357)
pnpm --filter ui exec vitest run src/components/task-chat/TaskChatQueuedMessages.test.tsx src/lib/issue-queued-comment-queue.test.ts
  Test Files  2 passed (2)   Tests  31 passed (31)
server: question-response-delivery, connection-intents-service, satisfied-connection-intents
  Test Files  3 passed       Tests  199 passed (199)
```
A first full run of the route file hit a 30s `beforeAll` timeout while
embedded Postgres started on a loaded machine. One new stopped-run case
was also flaky, because the agent could dispatch the new message before
the assertion. I fixed the flake: the test now occupies the agent on
another task (`maxConcurrentRuns: 1`), which is the existing pattern in
this file. I confirmed again that this test fails without the route fix.

Typecheck: `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui
typecheck` pass. `pnpm check:token-gates`: all gates clean. I did not
run the full `pnpm test:run` or `pnpm build` locally. CI runs them.

## Risks

- Behavior change: when a receipt and a user message wait at the same
time, the composer now shows the message queue. The receipt is no longer
shown there until it is the only queued input. The receipt wake and its
delivery do not change. The resolved card in the thread still shows the
outcome.
- The first line of the steering body for connection receipts changes
from `Rejected: Connect Slack` to `Declined: Slack connection`. The JSON
receipt for the agent does not change.
- Out of scope (unchanged on master, reproduced without any receipt):
while a native run is running, each new message gets its own queued run,
and the queue shows only the first one. Messages that join a
`scheduled_retry` run's context also do not appear in the queue
projection.
- Overlap: the plan-approval queued-message fix (BUG-03) changes the
recovery sweep, not this code. Both fixes touch the same symptom area.
They do not edit the same functions.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of staging, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 21:03:37 +00:00
DottaandClaude Opus 5.5 d807887534 fix(ui): use one status glyph mapping for every task view (#19329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task status is the main signal on every task surface: sidebar rows,
the task header, the status menu, lists, the inbox, pills and chat
cards.
> - One task state rendered different status icons in different views. A
blocked task that waits on an active sub-task showed the blue "in queue"
glyph in the task header. The status menu, the chat chip and the sidebar
rows showed the red "Blocked" glyph for the same task.
> - The cause: each view passed its own subset of the presentation
fields to `StatusIcon`. Many views dropped `blockerAttention` and some
dropped `externalConversationState`. The status menu rendered its
current row from the bare status. The summaries API did not return
`blockerAttention`, so the recent-task sidebar could not know the state.
> - This pull request puts the state-to-glyph/label mapping in one
resolver and makes every task view pass all of its fields.
> - The benefit is that the same state uses the same icon and label
everywhere.

## Linked Issues or Issue Description

No public issue. Found in a hands-on onboarding test on a staging cloud
workspace.

**What happened?**

The sidebar and the task pane/status menu showed different status icons
for the same state. On the test task (blocked, waiting on an active
sub-task), the task header and the status button showed the blue "in
queue" glyph. The selected "Blocked" row in the status menu showed the
red blocked glyph. The coordinator sidebar "Recents" and project rows
also showed the red blocked glyph, and the chat "Subtask created" chip
showed a red "Blocked" chip.

**Expected behavior**

The same underlying state uses the same icon and label everywhere.

**Steps to reproduce**

1. Create a task with a sub-task. Block the parent on the sub-task, and
let the sub-task's agent run (the parent is "blocked, covered").
2. Open the parent task. The header shows the blue "in queue" glyph.
3. Open the status menu. The current "Blocked" row shows the red glyph.
4. With the coordinator sidebar on, look at the task in Recents or in
its expanded project. It shows the red glyph.

**Paperclip version or commit**

`master` at 03eb49053f.

## What Changed

- Add `ui/src/lib/task-status-presentation.ts`.
`resolveTaskStatusPresentation()` is the one mapping from `status`,
`displayStatus`, `externalConversationState` and `blockerAttention` to
glyph, label and accessible copy. `taskStatusIconProps()` picks all four
fields from a task record.
- `StatusIcon` and `IssueStatusBadge` use the resolver. The status menu
draws the current row with the trigger's presentation (in queue, idle,
monitoring).
- `IssueStatusBadge` now accepts `blockerAttention`.
`taskStatusVar.in_queue` maps to the existing in-progress chip hue, the
same as the existing `--status-task-icon-in_queue` icon token.
- Task call sites spread `taskStatusIconProps(task)`: coordinator
sidebar recents and project rows, classic recent tasks, lists, rows,
columns, inbox, blocked inbox, my issues, dashboard, properties,
relation pills, search, sibling navigation, chat chips, case summaries,
status cards and user profile. Step/check statuses in protocol cards
stay unchanged because they are not task statuses.
- `GET /api/companies/:companyId/issues/summaries` returns
`blockerAttention` for blocked rows (at most five IDs, through the
existing `listBlockerAttention` service). `IssueSummary` gets the
optional field.
- Recent-task snapshots store and refresh `blockerAttention`. Sidebar
project rows request the `rows` projection, which includes blocker state
(the `index` projection skips it).
- Storybook: the Foundations/Status Language story gets a "Same state,
every view" section.

## Verification

Red on `master` (tests written first, then run against the unchanged
code):

```
cd ui && npx vitest run src/components/StatusIcon.picker.test.tsx src/components/CoordinatorSidebar.test.tsx src/lib/recent-tasks.test.ts
     × keeps the covered-blocker state so the sidebar shows the same queued glyph as the task pane (BUG-07)
     × marks the current row with the same glyph as the trigger for a covered-blocked task
     × marks the current row with the same glyph as the trigger for a waiting review and a monitored task
     × shows a covered-blocked recent task with the same queued glyph and label as the task pane
     × shows project tasks with their full status presentation
 FAIL  StatusIcon.picker.test.tsx > ... covered-blocked task
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  StatusIcon.picker.test.tsx > ... waiting review and a monitored task
AssertionError: expected 'var(--status-task-icon-in_review)' to be 'var(--status-task-icon-backlog)'
 FAIL  CoordinatorSidebar.test.tsx > ... covered-blocked recent task ...
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  CoordinatorSidebar.test.tsx > ... project tasks with their full status presentation
AssertionError: expected "vi.fn()" to be called with arguments: [ 'company', ObjectContaining{…} ]
 FAIL  recent-tasks.test.ts > ... keeps the covered-blocker state ...
AssertionError: expected undefined to deeply equal { state: 'covered', …(7) }
      Tests  5 failed | 32 passed (37)

cd server && npx vitest run src/__tests__/issue-summaries-routes.test.ts
     × projects the covered-blocker state so every task view picks the same queued glyph (BUG-07)
AssertionError: expected undefined to match object { state: 'covered', …(2) }
      Tests  1 failed | 14 passed (15)
```

Green with this change (same commands):

```
 Test Files  3 passed (3)
      Tests  37 passed (37)
 Test Files  1 passed (1)        # server summaries route
      Tests  15 passed (15)
```

Neighbouring and broader checks:

- `StatusIcon`, `StatusBadge`, `StatusGlyph`, picker, sidebar and
recent-task suites: 73/73 pass.
- Full UI Vitest run: 11106 pass, 1 skipped. Three `IssuesList.test.tsx`
tests timed out at 5 s under full-suite load. The same file passes 73/73
when run alone.
- `tsc --noEmit` for `ui` and `server`: no errors in changed files.
Remaining errors are pre-existing (unbuilt
`@paperclipai/paperclip-runner`, generated Storybook catalog).
- `pnpm check:token-gates`: all gates clean.

Screenshots. The staging task before the fix: the status button is blue,
the current "Blocked" row in the menu is red.

| Staging task (before) | Staging status menu (before) |
| --- | --- |
| ![staging
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1.jpg)
| ![staging menu
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1-menu.png)
|

Storybook "Same state, every view" (Foundations/Status Language). Before
uses the `master` `StatusIcon`/`StatusBadge`; after uses this branch.

| Before (master) | After (this PR) |
| --- | --- |
| ![storybook
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-storybook-menu.jpg)
| ![storybook
after](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/after-storybook-menu.jpg)
|

Before: the row glyph is blue, but the chip and the current menu row are
red. After: the row glyph, the chip and the current menu row are all the
blue "in queue" glyph.

Review follow-up (commits 1d3a1a0a9e, d5c798ec53): blocker state on
summaries, search and case responses is glyph-only (state, reason,
counts). Blocker titles and IDs are never returned; a sampled identifier
stays only when the actor can read that blocker. Producer-level tests
failed before the follow-up and pass after it
(\`task-created-items.test.tsx\`,
\`CoordinatorTaskCommitment.test.tsx\`,
\`company-search-service.test.ts\`, \`cases-routes.test.ts\`,
private-blocker case in \`issue-summaries-routes.test.ts\`). Before
merge, the branch was test-merged locally with current \`master\`:
typecheck clean, 1095 UI and 80 server tests in the affected suites
pass.

## Risks

- Low risk. Presentation only. Status mutations still use the canonical
`status`.
- The summaries endpoint now runs the blocker-attention query for
blocked rows. The endpoint accepts at most five IDs and runs the query
only when a row is blocked.
- Sidebar project rows use the `rows` projection instead of `index`.
This adds the blocker and review attention reads for at most 12 rows,
and only when a person expands a project.
- `IssueStatusBadge` shows the blue "in queue" chip for covered-blocked
tasks where callers pass `blockerAttention`. The label stays "Blocked"
and the full reason is in the tooltip.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:42:11 -06:00
DottaandClaude Opus 5.5 dd889e6a0b feat: show the assignee's provider usage limit in task properties (#19270)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run on the native Runner through the Codex app-server and the
Claude ACP harness
> - Both harnesses report the provider account's rate-limit windows:
Codex sends `account/rateLimits/updated`, and Claude sends its SDK
`rate_limit_event` as `usage_update._meta["_claude/rateLimit"]`
> - Paperclip dropped both signals, so an operator could not see that an
agent was near or past its provider limit
> - This pull request normalizes both signals into one account-scoped
snapshot, keeps the latest snapshot per agent, and shows it as one
"Usage limit" line in the task properties pane
> - The benefit is that an operator sees "5h 78% · resets 15:40" (amber
above 80%, "Limited until …" when the provider refuses work, "using
credits" when a used-up window falls back to credits) next to the
assignee, and can click it for every window

## Linked Issues or Issue Description

Refs #19246
Refs #19259

**Is your feature request related to a problem?**
Codex and Claude report provider rate-limit windows during a run.
Paperclip dropped them: the Codex notification fell through the Rust
normalizer with no branch, and ACPX dropped Claude's `_meta`. Operators
could not see how close an agent was to its provider limit.

**Describe the solution you'd like**
Store the latest reported windows per agent and show one compact line in
the task properties pane, with a popover that lists every window.

**Describe alternatives you've considered**
A full gauge in the agent list and the run header. A design review chose
one property line with a details popover instead.

## What Changed

- Runner (Rust, the runnerd path): new `provider_rate_limits.rs`. Codex
`account/rateLimits/updated` becomes a `provider.notice.recorded` event
(category `provider.rate_limits`, scope `account`). `CodexProviderState`
merges sparse updates and emits a notice only when the windows change.
ACPX `usage_update` with a sanitized `rateLimit` field also emits the
notice.
- Runner (sidecar): `acpx-runtime-sidecar.ts` forwards only `status`,
`rateLimitType`, `utilization` and `resetsAt` from
`_meta["_claude/rateLimit"]`. This needs the ACPX `_meta` passthrough
from #19259. Until that merges, Claude emits nothing.
- Runner (TypeScript in-process drivers): the same mapping in
`codex-session-notifications.ts` and `codex-acpx-driver.ts` through
`drivers/provider-rate-limits.ts`.
- Shared: `provider-rate-limits.ts` holds the snapshot type, the parser,
the merge, and `summarizeProviderRateLimits` (fullest current window,
expiry by reset time, limited versus using credits).
- Server: `agent-provider-rate-limits.ts` merges each notice into
`agent_runtime_state.state_json.providerRateLimits`, scoped by company
and agent. A session reset keeps the snapshot. No migration.
- UI: `AgentRateLimitPropertyValue` adds a "Usage limit" row under the
assignee in `IssueProperties`. Transcripts treat the notice as run-log
only. A run status event refreshes the assignee's runtime state.
- Storybook: `Tasks and conversations/Task creation and lifecycle/Usage
limit property`.
- Docs: `doc/run-log-events.md` describes the notice and its storage.

## Verification

- `cd packages/paperclip-runner/runner && cargo test -p
paperclip-runner-core --lib rate_limit` and `--test
acpx_provider_events`: sparse Codex merge, dedupe, reached window,
checkpoint round trip, Claude utilization and rejection, notice shape.
- `cd packages/paperclip-runner && npx vitest run
src/drivers/provider-rate-limits.test.ts src/drivers/codex`
- `cd packages/shared && npx vitest run
src/provider-rate-limits.test.ts`: summary, expiry, limited, using
credits, parse and merge.
- `cd server && npx vitest run
src/__tests__/agent-provider-rate-limits.test.ts`: create and merge,
out-of-order snapshot, company isolation, unrelated notices, session
reset keeps the snapshot.
- `cd ui && npx vitest run src/components/transcript
src/components/issue-properties src/context/LiveUpdatesProvider`
- `pnpm -r typecheck` and `pnpm check:token-gates` pass.
- Live test on a local worktree instance: a native Codex agent on a
ChatGPT subscription login ran a real task. The runner recorded one
`provider.rate_limits` notice. The server stored it. The task properties
pane showed "7d 100% · using credits" (this account's weekly window was
used up and had credits, and the run succeeded). The transcript showed
no extra row.
- Not verified live: Claude. The local Claude CLI was not signed in, and
the Claude path also needs #19259. The Rust and sidecar paths have
tests.
- Not run locally: the full `pnpm test:run` and `pnpm build`. CI runs
them.

## Risks

- Low risk. The snapshot is display data. It does not hold or start
work. The existing provider-limit wait (#19246) still reads typed run
failures.
- Codex can send a rate-limit update often. The runner emits a notice
only when the windows change, so run-log growth stays small.
- With API-key auth, the harnesses report no windows, so no row appears.
This is the intended result.
- `CodexProviderState` gains two optional serde fields with defaults, so
older checkpoints still load.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 20:26:51 +00:00
DottaandPaperclip 55389554c2 fix(runner): paginate workspace discovery before journal persistence (#19311)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native agents discover reusable workspaces through
`list_workspaces`.
> - The tool returned every authorized workspace in one result.
> - A large inventory exceeded the durable command journal limit. The
result stayed pending, and session cleanup blocked the next turn.
> - This pull request limits discovery in SQL and returns explicit
continuation metadata.
> - Agents can inspect every authorized workspace without sending the
full inventory in one command.

## Linked Issues or Issue Description

Related: #15749 introduced the task workspace tools. No duplicate
pagination fix was found.

**What happened?**

A native workspace discovery call returned a multi-megabyte inventory.
Persisting its result failed with `command_payload_too_large`. The
preceding answer could still be saved, but cleanup retained the
unsettled tool call. A later turn failed before provider work with
`native_session_cleanup_quarantined`.

**Expected behavior**

Workspace discovery must return a manageable page. Agents must be able
to request the remaining authorized rows. Existing visibility checks and
journal integrity checks must stay effective.

**Steps to reproduce**

1. Create 2,000 task-selectable workspaces with ordinary repository
paths.
2. Call `list_workspaces` from an admitted native run.
3. On the old code, the real API regression returns 869,781 bytes. The
command journal allows about 510 KiB.
4. On the repaired code, follow `nextCursor` to inspect all rows. Pages
contain at most 100 rows and fit within 128 KiB.

**Paperclip version or commit**

Reproduced on source commit `7351a9d74f` before the repair.

**Deployment mode**

Isolated source checkout with real PostgreSQL and authenticated native
agent APIs. Hosted deployment and incident recovery remain separate.

## What Changed

- Validate workspace list limits and UUID cursors with a JSON Schema
pattern supported by strict validators. Return `workspaces`, `limit`,
`returnedCount`, `hasMore`, and `nextCursor`.
- Apply company, visibility, lifecycle, and cursor conditions before the
SQL limit. Order pages by workspace ID. Fetch one extra row to detect
continuation without a count query.
- Fit encoded pages within 128 KiB, including JSON escaping and Unicode.
If one summary cannot fit, return explicit string previews with
`truncatedFields`. The authorized detail API retains its full record.
- Keep existing unpaged summary callers on their array response and
recent-use order.
- Update the native tool descriptor, generated contracts, catalog
fixture, and execution documentation.
- Add regression coverage for large inventories, complete pagination,
stable pages, private and foreign rows, invalid inputs, and legacy
summary behavior. Add an opt-in two-turn live Codex acceptance check.

## Verification

- Red before repair: `task-workspace-api.test.ts -t "pages a large
authorized workspace inventory"` failed because the result was 869,781
bytes instead of below 128 KiB. The transport regression also failed at
2,284,671 bytes.
- Green after repair and review changes: 120 tests passed across the
workspace API, transport, routes, native authority, coordinator,
historical-question, and Codex vertical-slice suites. They cover
complete discovery, byte-sized pages, oversized individual summaries,
full detail retrieval, private/foreign/lifecycle exclusions, and strict
schema compatibility.
- Journal safety: two focused durable control-plane tests passed.
Oversized result rejection and lossless valid result delivery remain
effective.
- Tool catalog and reconciliation: 30 tests passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed again on final commit `bc10880da6`. Server
typecheck also passed after the review changes. The original affected
suites passed on the rebased first commit (31 tests), and the expanded
review regression set passed afterward (120 tests).
- Real provider acceptance passed again on final commit `bc10880da6`:
local macOS arm64, rebuilt native Runner, `gpt-6.1-sol`, high effort,
per-turn lifecycle, and 2,000 persisted workspaces. Both turns
succeeded. Persisted call inputs and results prove that the second page
uses the first result’s cursor, both calls succeed, their IDs do not
overlap, and the encoded results stay within 128 KiB. The second turn
kept the provider conversation and file. Both task locks were clear
after completion, and no recovered execution failure was recorded.
Duration: 166.92 seconds.
- Full local `pnpm test:run` stopped in the chat shard: 330 tests passed
and one Slack registration test failed with `socket hang up`. That exact
test passed in isolation without changes, and the final-head CI chat
shards passed. A broader local managed-Slack follow-up produced no
result after about eight minutes and was interrupted; it is not counted
as a pass. The original full-suite failure remains recorded.
- The first CI head failed native tool-schema compilation because strict
validators did not recognize `format: uuid`. The revised descriptor uses
a UUID pattern. The previously failing coordinator, native
vertical-slice, authority, and history suites now pass locally. The
stronger live cursor-receipt acceptance check passed. Final-head CI
completed on `bc10880da6`: 57 checks passed and five optional checks
were skipped, with no failures or pending checks. Greptile reviewed that
commit at 5/5; both prior findings are resolved.
- Dependency cost: paged discovery runs the existing visibility-scoped
summary query with an ID cursor and at most 101 returned rows. It adds
no count query, filesystem scan, provider call, or background worker.

## Risks

- Native `list_workspaces` now returns a page object instead of an
array. Individual summaries can be explicit previews when a single
record exceeds the byte budget. Its advertised descriptor and generated
contracts change together. Agents must follow `nextCursor` until null
for a complete inventory.
- Each page rechecks current visibility. Concurrent insertions,
deletions, or access changes require a fresh scan when a complete
point-in-time inventory is needed.
- No migration or journal-limit change. An existing cleanup quarantine
still requires normal recovery after deployment; this PR does not bypass
it.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, code editing,
and test execution. The exact served model revision 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>
2026-11-05 13:24:52 -06:00
DottaandPaperclip b400f76647 feat(ui): submit task composers with Enter by default (#19272)
Use Enter to submit task replies and new tasks, with Shift+Enter for a new line. Add an experimental preference to require Command/Ctrl+Enter.

Preserve autocomplete selection and IME confirmation, and retain the modifier shortcut until saved settings load.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 11:40:18 -06:00
DottaandClaude Opus 5.5 01dd6ab336 fix(recovery): show the saved-work recovery step and record why it failed (#19260)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sometimes a failed run left files in a sandbox. Then Retry first
runs system recovery to save those files before the task continues.
> - Recovery has steps: confirm that the previous attempt stopped, save
its files, then finish.
> - The task page did not show these steps. People saw "Queued" or
"Trying again in…" with a retry time that kept moving.
> - Each unclassified failure of the stop-confirmation step was recorded
only as `provider_unavailable`, so a repeated deferral could not be
diagnosed.
> - This pull request shows the current recovery step on the task. It
also records why each failed attempt failed, in closed labels.
> - The benefit is that people can see what Retry waits for, and
operators can see why recovery deferred.

## Linked Issues or Issue Description

Refs #19249

**What happened?**
A person clicked Retry on a task whose failed run had a retained
sandbox. For about 7 minutes the task showed only "Queued", and the
retry time moved forward twice. Recovery deferred twice in the
stop-confirmation step. Each deferral was recorded only as
`provider_unavailable` with an opaque fingerprint, so the cause could
not be found.

**Expected behavior**
The task shows the recovery step that it waits for, such as "Checking
that the previous attempt stopped. Trying again in 30s…". Each failed
attempt keeps a closed-label cause, for example `sandbox_not_running` or
`transport_timeout`, with an optional errno-style code and HTTP status.

**Steps to reproduce**
1. Get a remote task run to fail after its sandbox was placed, so that
recovery owns saved work.
2. Click Retry while the sandbox provider does not respond to the stop
check.
3. The task shows "Queued" or "Trying again in…". The recovery evidence
records only `provider_unavailable`.

**Paperclip version or commit**
master at 499712c6.

**Deployment mode**
Authenticated cloud deployment (staging).

## What Changed

- `system-recovery-state.ts`: a failed attempt can keep an optional
`failure.cause` with a closed `label`, an errno-style `code` and an HTTP
`status`. The schema drops a value that does not match.
- `workspace-recovery.ts`: an unclassified failure records
`sandboxProviderFailureLabel(error)` as its cause, and the warning log
includes the label. The cause never contains provider text.
- `system-recovery.ts`: the board handoff message after exhaustion names
the last cause.
- `TaskInterruptionPresentation` has an optional `recoveryStep`:
`checking_previous_run`, `saving_previous_files` or
`finishing_recovery`. The server sets it from the recovery phase only
for a scheduled or actively running system recovery.
- `ExecutionBlockerNotice` shows the step. While recovery runs it shows
"Saving files from the previous attempt…". While a recovery retry is
scheduled it shows "Checking that the previous attempt stopped. Trying
again in 30s…". Without a recovery step, the output does not change.

## Verification

- Red, then green: the new tests in `system-recovery-state.test.ts`,
`task-interruption-presentation.test.ts` and
`ExecutionBlockerNotice.test.tsx` failed before the change and pass
after it.
- `workspace-recovery.test.ts` (380 tests) passes. Its exhausted
unknown-failure case now expects `cause: { label: "provider_error" }`.
- An ordinary scheduled retry, a working run without recovery and the
existing failed states render as before.
- Server typecheck passes. UI typecheck passes for `src`. The only UI
errors are in Storybook support files whose generated catalog is not
built locally.
- `pnpm check:token-gates` passes.

## Risks

- Low risk. All new fields are optional JSON fields. No database
migration is necessary, and old records parse as before.
- This change does not change recovery behavior, retry timing or
authority. It adds presentation and diagnostics only.
- The cause label uses the existing closed transport label set. An
unrecognized error is recorded as `provider_error`.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 10:03:25 -06:00
DottaandClaude Opus 5.5 21640b6d51 feat(connections): gate the built-in Google Workspace connector behind an experimental toggle (#19247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps catalog lets operators connect external tools, including
Google services.
> - Paperclip has a built-in Google Workspace connector, but Google has
not yet verified Paperclip's Google app.
> - The built-in connector also hides the Composio and Arcade Google
apps, because native Google definitions claim those app names.
> - Users therefore see an unverified connector and cannot find the
working aggregator Google apps.
> - This pull request puts the built-in connector behind a default-off
experimental setting. When the setting is off, the aggregator Google
apps appear.
> - The benefit is that users get working Google connectors now, and the
team can still test the built-in connector on demand.

## Linked Issues or Issue Description

**Problem**
Google has not verified Paperclip's Google app yet. The Apps page still
offers the built-in Google Workspace connector. The built-in Google
definitions also suppress the Composio and Arcade Google apps (Gmail,
Google Calendar, Google Drive, Docs, Sheets, Slides, Chat), so users
cannot find them.

**Proposed solution**
Add the `enableGoogleWorkspaceConnector` experimental setting. The
default is off. When it is off, hide and block the built-in connector,
and show the aggregator Google apps. When it is on, keep the current
behavior.

**Alternatives considered**
Delete the built-in connector until verification is complete. We
rejected this option because the team must continue to test the
connector.

**Additional context**
Composio documents Gmail (63 tools), Google Calendar (50 tools), and
Google Drive toolkits that use Composio-managed OAuth. These toolkits do
not need Paperclip's Google app verification.

## What Changed

- Added the default-off `enableGoogleWorkspaceConnector` experimental
setting to the shared types, validator, feature catalog, server
defaults, and the managed-key list for Paperclip Cloud staging.
- Added `experimentalFeatureKey: "enableGoogleWorkspaceConnector"` to
the `google-workspace` app definition. The existing generic connector
gate then hides the connector in the gallery and blocks its setup,
discovery, execution, and agent suggestions when the setting is off.
- Added a "Google Workspace connector (Paperclip)" toggle card to
**Settings → Experimental**.
- Apps page (`Browse.tsx`): when the setting is off, built-in Google
rows without saved accounts no longer claim aggregator app identities.
The Composio and Arcade Google apps then show as aggregator rows. The
legacy Google slug filter now applies only to native rows, so the
Composio `gmail` row is not dropped.
- Saved per-service Google connections (Gmail, Drive, and others) are
not gated. They stay visible and usable.
- Updated `doc/connections/GOOGLE-WORKSPACE.md`.
- Tests: added tests for the hidden and visible Apps page states, the
settings toggle, and the definition gate. Existing built-in Google
Workspace tests now enable the setting.

## Verification

- `cd packages/shared && npx vitest run` passes (1055 tests).
- `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts
src/__tests__/tool-access-service.test.ts
src/__tests__/tool-gateway-service.test.ts
src/services/gmail-tool-governance.test.ts
src/services/google-chat-tool-policy.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/health.test.ts
src/__tests__/instance-settings-managed-overlay.test.ts` passes (864
tests).
- `cd ui && npx vitest run src/pages/apps
src/pages/InstanceExperimentalSettings.test.tsx
src/features/connections` passes.
- `tsc --noEmit` passes for `packages/shared`, `server`, and `ui`. The
`ui` run shows errors only in the untouched
`storybook/support/feature-map` files.
- `pnpm check:token-gates` passes.
- Manual check: open **Apps** with the setting off. Search for "Gmail".
The Composio Gmail row appears, and the built-in Google Workspace card
does not. Turn on the setting in **Settings → Experimental**. The
built-in card appears again.

## Risks

- Existing built-in `google-workspace` connections stop running while
the setting is off, because the generic gate blocks execution. This is
intentional, so that the unverified Google app is not used. Turn on the
setting on instances that must keep these connections.
- Saved per-service Google connections are not affected.
- When the setting is on, the behavior does not change.

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

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, running in
Claude Code with tool use (shell, file edits, web fetch).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:37:24 +00:00
TonioandClaude Opus 5.5 9e9a628a57 feat(ui): turn Artifacts V1 on for every instance and hide its toggle (#19164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Artifacts show the output of agent work on the Artifacts page, in
the panel Artifacts tab, and in the task thread
> - #17228 added the Artifacts V1 presentation behind an experimental
setting that is off by default
> - The presentation is now ready for all users, so an opt-in toggle is
no longer necessary
> - A new default alone does not reach all instances, because each
experimental write persists every flag
> - This pull request removes the toggle and turns V1 on for every
instance
> - The benefit is one artifact presentation for all users, with an off
switch for hosting operators

## Linked Issues or Issue Description

Refs #17228
Refs #17263

**Is your feature request related to a problem? Please describe.**
Artifacts V1 shows only on instances where an admin turned on an
experimental setting. Other users see the previous cards.

**Describe the solution you would like**
Show Artifacts V1 on all instances. Remove the toggle from Experimental
settings.

**Describe alternatives you have considered**
A new default without a change to the hook. This does not work, because
many instances have a stored false that nobody chose, and no toggle
would remain to change it.

## What Changed

- Removed the Artifacts V1 card from Instance Settings, Experimental.
- Changed `enableArtifactsV1` to default on in the schema, the feature
catalog, and the settings service.
- Changed `resolveArtifactsV1Enabled` to ignore a stored false. It
honours false only when the value comes from managed config.
- Kept the flag and the previous cards, so a hosting operator can hold
V1 off.
- Kept the key in the Cloud staging list, so a managed false does not
hold V1 off on staging.
- Updated unit tests, the Artifacts V1 plan, and the directions-lab
Today reference.
- Moved the attachment and upload e2e specs and the runner download
helper to the V1 rows.
- Added V1 tests for a Markdown review: expansion, deep link, and open,
raw and download actions.

## Verification

- `cd ui && npx vitest run`: one test file failed before its fix. That
file tests the previous cards, and it now mocks the hook to off. I reran
it with the other changed UI tests, and they pass. I did not repeat the
full UI run after the fix.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/text-attachment-tabs.spec.ts
tests/e2e/artifact-uploads.spec.ts
tests/e2e/artifact-tab-arrival.spec.ts`: 10 tests pass on V1.
- `tests/e2e/cloud-auth.spec.ts` failed once in CI on a task heading. It
does not touch artifacts, and 10 local runs pass.
- `cd server && npx vitest run src/__tests__/instance-settings`: 183
tests pass.
- `cd packages/shared && npx vitest run src/feature-catalog.test.ts
src/validators/instance.test.ts`: 35 tests pass.
- `pnpm run check:token-gates` and the `ui` and `server` typechecks
pass. I did not run the full repository check.
- In the artifact directions lab, with no stored settings, the Today
right panel renders the V1 rows.
- I did not test this on a live instance. After merge, confirm on
staging that the Experimental page has no Artifacts V1 card and that all
three surfaces show V1.

## Risks

- All users see V1 after the next release, not only staging users. To
revert, revert this pull request.
- Users cannot turn V1 off. Only a hosting operator can, through managed
config, and not on Cloud staging.
- An instance with a managed `enableArtifactsV1: false` stays on the
previous cards. The cloud harness source has no reference to this key,
but I cannot read the live fleet configuration.
- V1 surfaces render before settings load. An operator-held instance can
briefly show V1 before the previous cards.
- Admins who use the API can still write the flag. The write has no
effect on unmanaged instances.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 08:14:49 +00:00
Nicky LeachandClaude Opus 5.5 be20d4ad97 fix(projects): keep projects on the storage chosen at creation (#19036)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A project stores its work in Core/local storage or in a storage
plugin
> - Today, Core finds the installed default each time it reads a project
> - So installing a default storage plugin moves existing projects,
without a saved change
> - Agents that cannot reach the new storage then lose access to new
workspaces
> - This pull request makes Core apply the default once, when it creates
a project
> - The benefit is that a project stays on its storage until a person
moves it

## Linked Issues or Issue Description

No issue exists. This describes the problem. I searched open pull
requests for related work and found no duplicate.

**What existing behavior does this improve?**

How Core chooses the storage for a project when a plugin claims
`defaultForProjects`.

**Current behavior**

Installing such a plugin changes the storage of every existing project
with no explicit choice. Disabling the plugin changes it back. Nothing
is saved, so the project has no fixed owner. Execution environments and
storage are separate contracts, so an agent can lose access to new
workspaces on a project that it used before.

**Proposed behavior**

Core saves the storage choice on the project when it creates the
project. A project with no saved choice uses Core/local storage. A
plugin-backed project stays attached to its plugin. A Core/local project
can move to a plugin.

**Reason and benefit**

A project stays on its storage until a person moves it, so installing or
disabling a plugin does not change where work goes.

**Alternatives considered**

- Keep the default at read time and add a process that saves a choice on
existing projects when a plugin arrives. This adds a background step and
a race with new projects.
- Add a new database column. The existing policy field already holds the
choice, so a migration is not necessary.

## What Changed

- `resolveProjectWorkspaceProvider` reads only the saved choice. It no
longer applies an installed default.
- `withDefaultProjectStorage` applies the default when Core creates a
project, including a personal private project. With more than one
default, a project with no explicit choice is refused. This is the
existing conflict rule, now applied at creation.
- `projectService.update` refuses a change of storage on a plugin-backed
project. An update that omits the field keeps the attachment.
- Plugin lifecycle delivery sends project events to a storage provider
only for projects attached to it, and for deleted projects. Core
acknowledges the other events for that provider. Other plugins continue
to receive all project events.
- The project settings control has no "Inherit" option. It is locked on
a plugin-backed project.
- `ProjectWorkspaceProviderConfiguration.source` no longer has the
`"default"` value.
- A project with no repository or folder ignores its saved storage
choice when a task runs. A storage plugin cannot manage this type of
project, so its tasks use a plain task directory. Without this change,
the second run of a task reset the agent session, and remote agents
could not use an empty task directory.
- The plugin SDK README and the plugin authoring guide describe the new
rules.

## Verification

- `npx vitest run
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/plugin-lifecycle-delivery.test.ts
server/src/__tests__/plugin-workspaces.integration.test.ts
packages/plugins/sdk/tests/workspace-provider.test.ts`: 93 tests pass.
- `npx vitest run src/components/ProjectProperties.concurrency.test.tsx`
in `ui/`: 9 tests pass.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/ui typecheck` pass.
- `npx vitest run` on `heartbeat-session-preparation`,
`workspace-preparation`, `remote-workspace-source`,
`project-workspace-provider.integration`, and
`plugin-workspaces.integration` in `server/`: 231 tests pass.
- I did not run the full test suite locally. CI runs it.
- I did not test this change on a running instance.

## Risks

- **Behavior change at upgrade:** an existing project that uses a plugin
only through the installed default, with no saved choice, moves to
Core/local storage after upgrade. Its plugin files stay in place, but
new work does not use them until an operator sets
`storageProviderPluginId` on the project. This pull request has no
automatic backfill.
- **Missed lifecycle events:** a provider does not receive events for a
Core/local project. If the project moves to that provider later, the
update event starts its reconcile.
- **One-way move:** a person cannot move a plugin-backed project back
through the API or the UI. This is intended. If a plugin is disabled,
the project fails closed, as it does today for an explicit choice.
- This pull request does not stop a person from assigning an agent to a
project with storage that the agent cannot reach. That is follow-up
work.
- This changes core plugin behavior, and I did not discuss it in `#dev`
first. Maintainers can tell me if they want a discussion before review.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-04 13:07:29 -08:00
DottaandPaperclip 0eaabe5c0b refactor(accounting): remove company serialization from paid settlement (#18917)
Settle paid operations through operation-scoped transactions. Preserve exact ledger evidence and replay while moving aggregate budget decisions to durable deferred work.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-04 07:29:28 -06:00
DottaandPaperclip e54f9fbf82 fix(secrets): expose secure human entry in native discovery (#18927)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Some tasks need a company credential or the current person's
credential.
> - Paperclip already has secure human entry forms for these values.
> - Native connection guidance did not distinguish storing a credential
from connecting an external service.
> - Native API search also omitted the existing secure entry route from
secret operation help.
> - This change makes that route discoverable while preserving human and
owner authority.

## Linked Issues or Issue Description

Refs #18780. Related #18921 corrects a separate observer false positive.
Neither PR owns this production guidance change.

**What happened?**

A request to store an existing company or personal credential could lead
to an unnecessary external provider question. Native API search did not
explain the existing human entry surface.

**Expected behavior**

An agent can find the existing secure form, direct the human to the
matching entry, and verify the result through its authorized interfaces.
The agent must not ask for values in chat or act as the human.

**Steps to reproduce**

Search the native API for a company credential or personal publishing
credential. The result should name the supported Secrets settings route
and its human authority boundary. Open a known personal definition link
and confirm that the existing Set my value action appears.

## What Changed

- Distinguish Paperclip credential storage from external connection
discovery in shared native guidance.
- Describe the existing Secrets settings route, secure entry actions and
current-person boundary in OpenAPI help. Qualify definition detail links
as admin-only; other members use My secrets and Set my value.
- Exercise discovery through the actual OpenCode MCP bridge and native
API catalog.
- Retain agent denials for personal definition and value routes.
Exercise the real Secrets UI definition link.

## Verification

- Focused local checks: four suites, 78 tests passed. These cover native
discovery, secret-route permissions, shared guidance and the Secrets UI.
- The new discovery test fails against unchanged master OpenAPI help. It
passes with this change.
- Token gates and diff checks passed.
- Full workspace typecheck passed. The first attempt found missing SDK
links after script-free installation; the existing root postinstall
helper restored them. An unprivileged retry also hit the local tsx IPC
sandbox restriction. The corrected owned setup passed without source
changes.
- Full local workspace build passed. The full local test run stopped in
chat shard 2: one Discord receiver-lease test failed during initial
configuration. That shard passed 263 tests; the first shard passed 310.
The test and owning lease/configuration sources are unchanged from
master. One focused isolation passed without code changes. Its cause
remains unknown; this is not a complete local test pass. No unrelated
Discord code was changed. [Normal hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/41773266687)
passed on exact head `0abb8b722779368109b9639f68122d7df02a8ab1`.
- Fresh Greptile review reports 5/5 on the exact current head; all
review threads are resolved. Paperclip Review remains in progress. The
optional Superagent scan is neutral/inconclusive: Security Graph context
retrieval returned HTTP 503 and assessment did not start. It supplies no
security PASS credit.
- A retained representative native attempt with this guidance produced
the correct definition-scoped secure-entry link. Its observer then
rejected an explicit warning against chat entry. That failed result
remains unchanged. Human entry, saving the value and worker delivery
were not exercised. This PR claims no complete product-eval pass.

## Risks

This changes agent guidance and search ranking. It grants no new
permission and changes no secret resolution or owner checks. Broader
service-connection discovery still applies when a task needs a
connection. The secure human forms are unchanged.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with repository tools, code
execution and test analysis. The host does not expose the 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 (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 78 owning controls
pass; the broad local failure remains disclosed 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 — normal CI passed; optional
review states are disclosed above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-04 07:01:57 -06:00
DottaandPaperclip 5b50c6b32c fix(teams): return saved resource links after catalog installation (#18923)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Catalog installation creates agents, projects, and routines in one
company.
> - The install result includes saved IDs but no links to those
resources.
> - A chat agent can describe a partial installation without giving the
operator a way to inspect it.
> - This change returns canonical links for saved resources and
documents them for API discovery.
> - The operator can use the returned links to inspect the actual
installation.

## Linked Issues or Issue Description

**What happened?**

A catalog install can create the intended resources and report skill
warnings, while its response leaves callers to construct board URLs from
IDs. A native chat attempt described the resources and warned about an
incomplete skill, but omitted resource links in both its initial and
repeat replies.

**Expected behavior**

The installation response should provide canonical company-scoped links
for its saved agents, projects, and routines. It must preserve warnings
and omit links for rows without saved IDs.

**Steps to reproduce**

Install a catalog team through the API. Inspect its saved resource rows
and response. Before this change, the response has IDs and names but no
resource links.

**Paperclip version or commit**

Parent `e7549ab613` from master. Related #16495 changes comment
authorization metadata in the same OpenAPI file; it does not address
team installation responses. No duplicate team-link PR was found.

## What Changed

- Add typed `resourceLinks` entries with resource kind, saved ID, name,
and canonical company-scoped href.
- Read the company prefix with one bounded primary-key query before
import. Encode URL segments and use saved IDs, including IDs returned
for reused resources.
- Preserve the portability import result, skill preparations, warnings,
permissions, and collision behavior.
- Document the response and add service, native API wire, OpenAPI, and
real database regression coverage.

## Verification

- Parent service regression: 1 failed, 28 passed. The new failure was
the missing resource-link response.
- Owning service/native wire, route authorization, and OpenAPI suites:
72 passed.
- Real PostgreSQL catalog-install suite: 4 passed. Returned links match
persisted agent IDs and the company prefix.
- Shared and server TypeScript checks passed. Fresh shared/SDK builds
and the owning Runner TypeScript prerequisite passed.
- UI typecheck, Storybook catalog check, 30 catalog/map controls, and
token gates passed.
- Actual CI found an omitted required `resourceLinks` field in the
existing Storybook install fixture; that fixture is now synchronized.
The earlier response-status review correction is also retained: install
schema and wire control use actual HTTP 201. Final head
`0bca72cf1f7641fd842a04c5a75cae4bcc274f05` passed all 48 normal CI jobs,
including `ci / verify`: [run
41773413940](https://github.com/paperclipai/paperclip/actions/runs/41773413940).
Greptile is 5/5 with zero unresolved review threads. The optional
Paperclip review remains queued and its comment says work is paused. The
Superagent security scan is neutral; neither supplies completed
assessment credit.
- `git diff --check` passed.
- Setup failures were retained: incorrect test working directory,
sandbox listener denial, missing built SDK/Runner declarations, and
native library aliases not hydrated from the package directory.
Corrected setup used the owning build and shipped hydration script. No
assertions or deadlines were relaxed.
- Repository-wide tests/build were not run locally; the full normal CI
suite passed. A new native chat attempt has not run for this change. The
earlier chat attempt remains failed for missing links. Local response
coverage does not prove that a model will include the links in its next
reply.

## Risks

- This is an additive JSON response field. Manually constructed
TypeScript install results must include the new typed field.
- The query adds one company-prefix lookup per installation. It selects
one scalar by company primary key and runs before mutation.
- Supplying links reduces URL construction work but does not guarantee
model use. Native qualification is still required.

## Model Used

OpenAI `gpt-6.1-sol`, with reasoning, repository inspection, code
editing, and tool execution. The host did not expose the model
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 (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 required normal CI gates are green; optional
incomplete/neutral assessments are disclosed above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-04 07:01:08 -06:00
DottaandPaperclip 652cd76026 fix(ui): expose Stop for failed native retries (#18899)
## Thinking Path

> - Paperclip manages agents and their tasks.
> - A native run can fail while it still owns a same-run retry.
> - The server supports Stop for that pending execution.
> - Run details show Cancel only for queued or running records.
> - A failed pending retry therefore has no ordinary cleanup control.
> - This pull request exposes the existing Stop eligibility and uses the
existing cancellation endpoint.

## Linked Issues or Issue Description

Refs #14743 and #14733 for correlated native Stop. Those changes cover
backend cancellation and protocol qualification. They do not add the
failed-run control to run details. Searches of current master and open
PRs found no matching UI repair.

**What happened?**

A native run can show failed while its coordinator still owns a
retryable failure with no accepted result. The backend can cancel that
retry. Both run-detail implementations hide the cancellation button
because the record is terminal.

**Expected behavior**

The selected run offers Stop when the server confirms that pending
native retry. Unknown, legacy, terminal and accepted-result states do
not gain this control. Existing queued and running cancellation stays
available.

**Steps to reproduce**

Render either run-detail implementation for a failed native run with an
eligible retry. The original UI has no Stop button. The original batched
execution projection has no eligibility field. The regression tests
exercise both real components and the actual PostgreSQL projection
query.

**Paperclip version or commit**

The missing control and projection field were reproduced on
44a4ca1c61. Fresh master 8fd917aedf has
identical affected production blobs before this repair.

**Deployment mode**

Board run details for a native Runner task. Local verification uses
rendered React components and PostgreSQL. No hosted task mutation or
provider retry was performed.

## What Changed

- Add optional `execution.canStop` to the existing batched projection.
Read the matching retryable coordinator and absence of an accepted
result. The cancellation endpoint remains the authority owner. Add no
database queries.
- Exclude Grok failed retries from the new hint and both consumers. The
existing Grok Stop endpoint cannot accept a failed retry before
assignment. Keep this limitation explicit and preserve its active-work
authority checks.
- Show Stop for eligible failed runs in both run-detail consumers. Keep
the existing cancellation endpoint and its company, actor and row-lock
checks.
- Use the existing request-correlation contract for failed-native Stop.
Persist one scoped identity before sending and recover it after remount
or reload. Read a matching canonical claim only for the same board
actor, company and run. Use the existing UUID fallback on ordinary HTTP.
Never retry Stop automatically. Refresh the selected run and history
after either outcome.
- Report a stale conflict or a true no-op200 response. Accept a matching
durable pending cancellation intent without requiring terminal
acknowledgement. Keep running, queued and Grok calls unchanged.
- Add actual rendered interaction tests, real batched-query controls and
a short execution contract. Keep maps unchanged for this bug fix.

## Verification

- Untouched UI and real Postgres producer reds cover missing Stop and
missing eligibility. A valid Grok review found an unsupported failed-run
action; actual broker, projection and rendered controls reproduce it
before exclusion. No backend authority was expanded.
- The original60-case focused suite passed, including26 rendered cases,
the batched producer, and actual Grok broker/assignment fences. The
related57-case scope passed before the Grok correction; it is not
presented as final-head proof.
- A fresh native4/5 review found a stale200 no-op. Both actual rendered
consumers failed that new assertion. The real authenticated
HTTP/Postgres fixture proves `canStop=true`, coordinator revocation,
uncorrelated unchanged200 with a cancellation activity, and existing
correlated409 with no new activity or run mutation.
- The correlated repair passed82 affected cases before master
reconciliation. Exact `74c60c9ffe11c05bc85f3d0fa5a136f7e9d445cd`
passed80 rendered/API, HTTP and native-correlation cases. The render
scope verifies request bodies, stable identity after an unknown outcome,
no-op200 error, pending intent acceptance, wrong-run/request denial and
existing active/Grok behavior.
- Subsequent current-head reviews found remount identity loss and
unavailable `crypto.randomUUID` on ordinary HTTP. The corrected helper
passed 52 rendered cases across both consumers, including an unknown
response, initial scoped storage persistence, a prior browser record
with a unique never-mounted run identity, exact ID reuse, canonical
claim recovery, actor switch, wrong run and HTTP UUID fallback. A real
local-board identity mismatch was reproduced with two additional reds
before using the actual server-projected actor ID.
- Real authenticated HTTP and existing native-correlation suites passed
45 cases for canonical claim recovery and actor fences. Production UI,
server and vendored Runner builds and all server/UI type layers passed
at the prior reviewed helper head; exact final
`e0f723b1c86f1529029bf141943323764de28c22` UI types, token gates and
production build passed.
- Fixture failures are retained separately: a missing local SDK build
dependency, and a missing coordinator FK teardown in the new HTTP
fixture. Neither is a behavior red. Both fixtures were corrected and the
affected tests passed.
- Previous-head3d CI required one diagnostic rerun after a Runner
shutdown and a real account-list migration assertion. Two
untouched157-test runs did not reproduce the assertion. Complete
original row equality is unavailable. The assertion remains unresolved;
no test was sorted, skipped or changed to green CI.
- Previous-headf12 CI lost eight child runners. Its one authorized
failed-job retry also lost e2e5 to an explicit shutdown. No second retry
was issued. Those failures remain recorded. Current-head CI and both
substantive reviews are required; older checks and grades are not
credited.
- Previous-head74c CI found a real monitor scheduler timeout. An
untouched local replay and diagnostic-only replay reproduced it: the
original manual-monitor run was still running at the unchanged
three-second deadline. The cause remains unresolved; temporary
diagnostics were removed, and no assertion, timeout or production
monitor policy was changed. No CI retry was issued.
- Exact local `906af5c942ee0963eb4b64552160b57a18bcd2d1` integrates
normal master after #18930 merged. All reviewed Stop production and test
blobs remain unchanged from `e0f723b1c86f1529029bf141943323764de28c22`.
The four rendered, projection, HTTP and correlation files passed 99
cases after integration. All UI/server type layers, token gates and
production UI/server/Runner builds passed at that exact head; the server
build stamp records it.
- Previous-head e0 CI reported a Discord ownership error. That original
failure is preserved. Separate #18930 proves and repairs receiver
construction/renewal races with the same error; the original CI
scheduling order remains unproved. This branch now contains that
ordinary master merge and requires fresh CI rather than rerunning the
old failed attempt.
- Full repository checks were not run locally for this narrow slice. No
hosted task, provider execution or Stop receipt was created by this
work.

## Risks

Grok failed retries remain unsupported by this UI change. The existing
Grok running and queued Stop action, revoke path and assignment fences
are unchanged. A valid initial review caught the overbroad hint; actual
broker, projection and rendered regressions reproduce it before
correction. No backend cancellation authority was widened.

The optional hint can become stale. It grants no permission. The
existing cancellation path rechecks current authority and can reject the
request. Run details show that rejection. Older servers omit the hint,
so failed runs keep their existing behavior until the server updates. No
retry, task hold, accepted-result decision or provider receipt is
changed.

## Model Used

OpenAI GPT-6.1 Sol (`gpt-6.1-sol`) in Codex, with source editing,
terminal execution and tool use. The host did not report its
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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 23:18:08 -06:00
27a825da2f feat(telemetry): track the server OS with the registered contract (#18897)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its first-party telemetry uses a generated event contract and typed
helpers.
> - The existing events do not identify the server's OS family.
> - A proposed event is dropped until the generated contract registers
it.
> - This PR syncs the registered contract and emits the OS family when
an enabled server telemetry client starts.
> - The benefit is a way to compare Windows, Linux, and macOS
installations while keeping machine details out of the event.

## Linked Issues or Issue Description

**Problem or motivation**

We cannot compare Paperclip installations by host OS. Counting task or
install events does not provide this dimension.

**Proposed solution**

Send one `server.started` event with Node's raw `process.platform` as
`os_platform` each time the server initializes its enabled telemetry
client. Compare distinct install identifiers per platform, rather than
restart event totals.

**Alternatives considered**

A proposal-only emitter would send no data. A separate later
contract-sync PR would leave the feature incomplete. This PR includes
the canonical generated SDK and promotes the emitter together. CPU
architecture and OS versions are outside this feature's scope.

**Roadmap alignment**

This is a narrow telemetry addition to existing server startup, with no
new user flow. The full contract copy also adopts the three existing
connector proposals described in #13578; their schemas are already
registered. The generated file stays an exact copy, so their helpers and
tests must be promoted in the same change.

## What Changed

- Export `trackServerStarted` and call it once when server telemetry
initializes. Repeated initialization returns the same client and emits
no duplicate event.
- Copy the canonical generated telemetry SDK byte for byte from schema
source commit `5369e6b`. Remove the startup proposal marker. Normal
opt-out and CI suppression apply before initialization.
- Promote the three connector events included in the canonical SDK.
Derive enum types from the generated map and preserve raw values. Update
their real-client transport and disabled-state tests.
- Assign startup to the existing `operational_enum_count` retention
class. Document OS privacy, container/WSL interpretation, and
distinct-install counting.
- Add real-client startup transport tests and server initialization
tests, including file opt-out, environment opt-out, and CI suppression.
- Keep startup running when telemetry state storage fails. Publish the
client and start periodic flushing only after the startup event
succeeds. On failure, clean up the client, disable telemetry for the
process, and log a generic warning without the storage path or
underlying error.

## Verification

- `pnpm --filter @paperclipai/shared typecheck`: passed.
- `pnpm --filter @paperclipai/shared build`: passed.
- `pnpm --filter @paperclipai/shared exec vitest run`: 98 files, 1,055
tests passed.
- `pnpm --filter @paperclipai/shared exec vitest run src/telemetry`: 6
files, 39 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/telemetry-startup.test.ts
src/__tests__/shared-telemetry-events.test.ts`: 2 files, 19 tests
passed.
- Exact generated artifact comparison, `git diff --check`, and local
secret/PII review passed.
- Proposal inventory contains no startup or connector proposals. The
repository extractor fails with TypeScript 7's missing compiler API;
rerunning it with the installed TypeScript 5.9 compiler API passed. No
extractor source change is included.
- Initial local server typecheck attempts found missing workspace
dependencies and a missing plugin SDK link in this fresh checkout.
Dependencies and the local SDK link were repaired; `pnpm --filter
@paperclipai/server typecheck` then passed. Full repository typecheck,
tests, and build are covered by the PR CI rather than claimed as local
passes.

Greptile found that a telemetry state-file error could abort startup.
New regression tests reproduced this on the previous head with both an
injected permission error and the real state store blocked by a file.
Both now pass, including no published client, no periodic flushing, no
send, and no retry after failure. Shared telemetry tests and server
typecheck were rerun after the fix.

Full PR CI passed on `a41540b7899bc8a0aedbd78d72f8b69ad1a4b318`,
including typecheck, build, all selected test shards, and the final
verify gate. [Successful workflow attempt
2](https://github.com/paperclipai/paperclip/actions/runs/41752039595/attempts/2).
Attempt 1 was interrupted when the server (1/12) runner received a
shutdown signal; its incomplete result was retained in the PR
discussion. The same-commit shard retry and dependent gate passed.
Greptile reviewed this exact head at 5/5 with all threads resolved.

## Risks

This change starts sending one OS family value per server startup when
telemetry is enabled. It sends no OS version, architecture, hostname,
path, prompt, or machine identifier beyond the existing envelope.
Containers and WSL report the runtime's OS. Event totals reflect restart
frequency, so use distinct install identifiers for OS adoption analysis.

The complete generated SDK also enables the previously registered
connector proposals. Those events keep their existing approved payloads;
no connection names, credentials, tool arguments, or results are added.
Privacy review is requested for both newly active paths.

Deploy the registered schema before merging this app change. Live
production delivery has not been tested. No schema migration is needed.
Revert this PR to stop the new startup emitter and restore the prior
contract.

## Model Used

- Original implementation: Anthropic Claude Opus 5.5, as recorded in the
original commit.
- Completion: OpenAI `gpt-6.1-sol`, xhigh reasoning, through Codex in T3
Code; shell, Git, and automated tests. Context window size is not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the feature issue
template
- [x] The final change and description contain no private issue links or
proposal markers
- [x] The existing PR branch is preserved to retain its review history
- [x] I have run the targeted 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: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 21:00:47 -06:00
DottaandPaperclip 683fa4725e fix(evals): refresh native runtime and pin reviewed catalog repairs (#18780)
## Thinking Path

> - Paperclip lets people inspect and manage their agents’ work.
> - The timeline must report canonical ownership history, and OpenCode
tool failures need bounded diagnostics.
> - The measured candidate also had independently reproduced
question-navigation and oracle defects.
> - This change promotes the reviewed production fixes and pins one
immutable, qualified source composition.
> - Original queries, model, counts, clocks, privacy controls and
qualification holds remain intact.

## Linked Issues or Issue Description

Refs #18775, #18777, #18779, #18711, #18713, #18718, #18699, #18798,
#18799.

**What happened?** The measured candidate predates merged native-runtime
fixes and contains fixture defects. The timeline omitted recorded
reassignment/removal history. Finish-input errors lacked a closed
correlation and shape witness.

**Expected behavior:** project recorded ownership transitions without
inventing facts, distinguish successful native execution from failed
verification steps, and retain content-free finish diagnostics.

**Steps to reproduce:** repeat an unchanged assignee while editing
another field; then reassign or unassign it. Only recorded transitions
should appear. Invalid OpenCode finish input should produce a correlated
rejection witness without values or schema text.

Related #18699 adds gated company OTLP diagnostics. This change uses the
existing local callback; it adds no exporter or capture policy.

## What Changed

- Promote canonical timeline creation, reassignment and removal
projection from #18777. Initial child ownership requires a recorded
fresh-creation receipt; delegation requires a readable recorded parent.
Unknown legacy facts fail closed. User actors/owners require active
company membership; agent actors/targets must exist in that company.
Spans, events and edges share that admission filter. Remove the
introduced all-history absence query and use guarded indexed UUID
lookups.
- Add the shared/OpenAPI `unassigned` event kind, preserving newer main
contracts and issue-route/service code through reviewed semantic joins.
Existing UI consumers remain generic; no new visual marker is claimed.
- Add bounded OpenCode finish diagnostics: schema digest, hashed call
identity, closed shape enums and validation category. A throwing sink
does not change admission or cancellation.
- Pin immutable candidate `fd5e3b1e5a379524c0d1651ed8273e75ffd86541`,
composed from combined #18777 source
`b734393eff0d7ef85b7ad8abd556d2a66ca3a4e6` plus the reviewed MCP
diagnostic delta. It preserves actually merged #18775
`97c07d149b5670088faf15317dcf603c75e2af87` and #18779
`a352c057d475067b4fe67375f06785287dfbe0ce`, and merged runtime fixes
#18711, #18713 and #18718.
- Qualify narrative handling for adjacent repair/verification sentences,
intervening native-failure wording, and negated repair objects.
Questions, denials and hypotheticals retain their controls. Preserve
Previous question beside the qualified Entity type import; separately
restore the already-called `internalResultLink` goal helper binding.
That import is a runtime fixture repair, not a type-only change.
- Include the narrow older-baseline CI typecheck closure and causal
heartbeat test observers in the candidate. All four default typecheck
projects execute. Main already includes the protected upstream tooling
and newer heartbeat fixture, so neither is overwritten with an older
candidate file.
- Preserve all 244 identities, original queries, model, native/human
counts and clocks, including the explicit prior Studio accounting
exception. The full catalog stays on its candidate branch; the 196/244
gate and historical SDK runtime holds remain.

## Verification

The primary’s f478 retry repeated the real composer-hidden five-second
assertion (1 failure,18 passes,1 skip). Investigation established a
setup readiness gap: an outer route response can delay mounting the chat
thread beyond the assertion. The successor adds the existing real-thread
`aria-busy="false"` readiness barrier before the unchanged composer
assertion. The original120-second scenario and digest, unread,
source-link, history, and reply checks are unchanged. The full owning
browser scenario passed naturally in10.2s and with its first real chat
response held6000ms in12.0s. This synchronizes fixture setup; the
underlying AWS late-mount latency remains unproved.

**Current main gates passed:** exact head
`823dab49fcd8470140c178771e5c0c6b78725e97` has [successful normal
CI](https://github.com/paperclipai/paperclip/actions/runs/41724620555),
including both required aggregates, fresh Greptile 5/5 and zero
unresolved review threads. Paperclip Review is neutral with a completed
substantive 5/5 and no actionable defect. The current optional
Superagent Security Scan is neutral/inconclusive: Security Graph context
retrieval returned HTTP503, so its assessment did not start. That result
supplies no security PASS credit. The primary source PR retains its
separate current-head gate before Root sequences normal protected
merges.

- Reviewed MCP controls: 130 on main and 129 on the older candidate.
Meaningful parent comparisons failed before implementation/correlation
correction. Controls cover actual offered schema identity, null/omitted
admission, bounded rejection categories and throwing-sink cancellation.
- Exact unchanged production postimages retain 63 Postgres/public-route
controls, nine plan controls and the focused index-plan proof. Owner
OpenAPI passes 32 controls; main’s newer contract passes 33. Earlier
setup/sandbox failures remain recorded; unchanged database controls were
not replayed.
- Narrative owner controls pass 216, retaining all prior 207 controls.
The independent peer passes 144 balanced cases; earlier 108 and 39-case
matrices remain retained. Actual consumer parent failures reproduced the
review findings before repair.
- Main’s server NoEmit passed on its protected baseline; only two pin
files changed afterward. The candidate’s prior full server and
four-project checks passed. All server/package/script/root-lock inputs
remain byte-identical; the changed Runner project’s guard passes on the
current source. Compatibility driver controls pass 47 and six owning
suites pass 82. The one explicitly reviewed Docker-only unit omission
concerns an unimported image-build feature; all four intended project
guards still execute.
- Pin/adapter/contract controls pass 47. All 242 expanded declarations,
the two legacy dispatch rows, and all 244 singleton private policies
retain their authenticated identities. Descriptor, launcher and
private-protocol bytes remain exact; declaration loading invoked zero
fixture callbacks.
- All 506 SDK input blobs match the meaningfully compiled `6abe5739`
source vector. Prior real shared/SDK builds measured declaration/map
changes and zero runtime-JavaScript changes; a compiled consumer accepts
the new kind and rejects an unknown kind. The reviewed registry remains
unchanged. Default source proof, 51 SDK controls, 20 custody controls
and 16 UI consumer controls remain qualified;
runtime/compiler/parser/Zod/canary pins and held runtime grades are
unchanged.
- The full Mac heartbeat run on prior observer source retained **58
passes / six failures in 802.78s**. Two nonassignee controls
subsequently pass focused checks. Four late timeout causes remain
unresolved locally; no flakiness/infrastructure cause or complete local
pass is claimed. [Actual AWS
CI](https://github.com/paperclipai/paperclip/actions/runs/41712023737/job/126182620050)
ran this exact heartbeat file with **64 passes in 107.209s**. Its
server/package inputs are unchanged in the current narrative-only
successor. The source-identical f478 heartbeat file also passed all64
AWS tests in105.812s; source inputs remain unchanged. Current main
ordinary CI passed; the primary source PR must independently close its
latest-head ordinary CI gate.
- Historical main [run
41713049555](https://github.com/paperclipai/paperclip/actions/runs/41713049555)
recorded six synchronized runner-shutdown failures and cancellations;
the shutdown cause is unknown. A separate chat passive-control assertion
observed one `db.transaction` call where zero was expected. Finite local
probes passed 2+2 but did not establish a cause or late stack. No
external publication, cleanup cause, source fix or flakiness is
inferred. The primary’s separate composer-visibility CI failure also
remains an inconclusive historical result; no guessed fix is credited.
No old-head retry was used.
- Earlier UI/inbox fixture failures and the CLI startup timeout remain
historical. UI/inbox repairs are now upstream in #18799/#18798 and main
preserves those files verbatim. The CLI timeout cause remains unknown.
Broader local repository/Rust qualification is not claimed; fresh hosted
CI supplies broader coverage.
- All four actual repair merges, an exact merged-tree/diagnostic source
join, and fresh controller/source/private-policy/active-run guards
precede the ten-case TestOps measurement. No paid or model eval was
launched for this PR; the original three passes/seven failures remain
unchanged.

## Risks

The next ten-case model result is unproved. Earlier MCP timeout and
continuation-shape causes remain unknown; diagnostics provide future
evidence without relaxing validation or rewriting grades. Prior local/CI
failures are retained, including the unresolved chat assertion and local
heartbeat timeouts.

Initial ownership requires canonical in-window audit facts. Missing
legacy facts remain unknown. The additive `unassigned` contract is
synchronized across shared/OpenAPI/server consumers, with no new UI
marker.

SDK runtime holds and the broader 196/244 qualification gate remain.
Normal protected merges require fresh checks and resolved feedback; no
CODEOWNER or branch-protection bypass is authorized here.

## Model Used

OpenAI `gpt-6.1-sol` through Codex. Capabilities used: repository
analysis, code changes, source validation, and local test execution. The
context-window size is not exposed by this harness.

## 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 — current focused/type/pin
controls pass; the prior full Mac heartbeat failures remain disclosed
and receive no local PASS credit
- [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 — current main normal CI and
required aggregates passed; optional neutral reviews and separate
primary gate are disclosed above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact current main head; full thread pagination verified
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 16:17:51 -06:00
DottaandPaperclip a80eec1164 fix(recovery): continue Retry after completed file preservation (#18845)
Reuse completed file preservation for task Retry and show bounded admission explanations, including newer saved messages and identifier routes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-03 16:01:27 -06:00
DottaandPaperclip f7ad1dc7ca fix(workspaces): make attached project repositories writable (#18770)
## Thinking Path

> - Paperclip lets people assign work to AI agents and inspect the
result.
> - A task can use repositories from more than one project.
> - Remote workspace preparation treated every additional project as a
read-only source.
> - This rejected valid Git repositories before the provider started,
even when no source was read-only.
> - The task page then hid the preparation reason behind a generic
failed-attempt notice.
> - This pull request prepares authorized repositories as writable task
copies and shows redacted workspace validation errors.
> - People can work across both projects and see the reason if folder
preparation fails.

## Linked Issues or Issue Description

**What happened?**

A remote task with a selected Git-backed project and another mentioned
Git-backed project failed before provider execution. It reported
`remote_workspace_readonly_sources_unsupported`. Neither project had a
read-only setting. The task notice showed only that the attempt failed.

**Expected behavior**

Each attached repository should be writable inside the task workspace.
This should preserve source access checks and saved work. A workspace
validation failure should explain its cause on the task page.

**Steps to reproduce**

1. Configure remote workspace storage and a native sandbox environment.
2. Select a Git-backed project for a task.
3. Mention another authorized Git-backed project in the task.
4. Start the task. Preparation rejects the additional source before it
starts the provider.

**Paperclip version or commit**

Reproduced against `dc9f387edc`, before this change.

**Deployment mode**

Managed remote workspace storage. Local regression checks use disposable
PostgreSQL and independent filesystem processes.

Related merged work: Refs #18403 and #18504. Those changes established
remote storage and metadata-only references. They still reject
configured cross-project repositories. No duplicate writable-repository
repair was found. Refs #18774 for the test-only retention-fixture repair
reused to unblock CI.

## What Changed

- Add every configured Git repository of an authorized referenced
project to `.paperclip-repositories/` as an editable task copy.
- Retain saved paths, refs, pins and files. Recheck retained project
access and source trust. Keep explicit read-only, local-source import
and remote feature gates.
- Keep committed snapshot repository coverage separate from later
requests. Honor configured default refs, resolve remote branch names,
and publish secondary checkouts only after checkout succeeds. Share
configured-ref resolution between root and attached-repository scripts.
- Include redacted workspace validation messages in the task
interruption projection and existing failure notice. Preserve Retry
permissions and render messages as plain text. Explain retained-folder
access and trust denials while preserving the dedicated low-trust
project-access path.
- Add source, authorization, redaction, UI and save/restore regressions.
Update the implementation contract and workspace maps.
- Reuse the reviewed test-only repair from #18774. Batch the
shared-workspace history fixture, verify its complete privacy-source
map, and drain owned test bodies before cleanup. Production retention
behavior is unchanged.

## Verification

- Red before repair: four source-resolution cases failed with the
reported read-only error. The task-error projection test also failed
because it omitted the cause.
- Green: 49 source and transport tests, 16 task projection and redaction
tests, and 10 UI tests. The assembled preparation check passes. All 48
remote workspace lifecycle tests pass. The full preparation suite passed
all 126 assertions but its cleanup hook exceeded 30 seconds. The
unchanged base reproduces the same cleanup timeout with all 126
assertions passing. The focused preparation check finishes cleanly.
- The real PostgreSQL/Git lifecycle checks cover both first-turn and
later project attachments. They verify the configured release branch,
saved edits, replacement allocations, unchanged source folders,
committed archive contents, and released writers.
- Review regressions were red before repair: the default ref became
null, later attachment failed during restore, non-default remote branch
checkout failed, and invalid secondary refs left partial checkouts. They
now pass.
- The local browser shows the workspace validation explanation and Retry
action. The fixture uses a saved failed run; this proves the error
display, not a successful live sandbox run.
- `pnpm -r typecheck` and `pnpm build` pass. Map, module-boundary and
token checks pass.
- A local two-turn acceptance probe repeated at `17ed67eaa7` used real
Codex CLI 0.165.0, `gpt-6-astra`, and `xhigh` effort. Codex wrote files
in both task repositories. The services saved them, removed the first
allocation and its Git sources, restored another allocation, and Codex
read the saved files and wrote a follow-up in both folders. This uses
the real source resolver and persistence services with a local
command-runner stand-in for sandbox transport. It does not qualify
Daytona, managed subscription forwarding, or the original task. The
first probe waited for stdin; closing the test harness pipe fixed that
setup error before provider work.
- `pnpm test:run` passed the first chat shard, then failed one chat
response concurrency assertion in the second shard. That case passes in
isolation on this head. The same isolated chat case passes on the
unchanged base. Both corresponding unchanged-base chat shards also pass
(351 and 324 tests). The cause of the earlier wider-suite chat failure
is not established. The preparation cleanup timeout and chat failure
remain part of this record.
- CI at `17ed67eaa7`: all other verification jobs passed. Browser shard
6 initially reported a request callback from the preceding test after
teardown; its single unchanged-code retry passed. Server shard 10 timed
out the 2,100-row retention confirmation fixture at 15 seconds on both
attempts. That exact case passes locally, but the repeated CI failure
required a repair. Its setup repeatedly rebuilt a shared-workspace
privacy map. The logs and failures remain part of this record.
- Reused the test-only repair from #18774 without changing its source
file. At `ab774e9418`, all 54 retention tests and all 25 ordinary
production privacy tests pass locally (79 total). Full CI
[41650626903](https://github.com/paperclipai/paperclip/actions/runs/41650626903)
passed on that commit, and its exact-head Greptile review was 5/5. The
fixture preserves its 2,100 rows, query-bound assertions, privacy-source
map, and completed-history test deadlines.
- The additional review identified retained-source access/trust denials
that still bypassed the workspace explanation. Real-resolver regressions
reproduced both plain-403 failures before the correction. Both now yield
a safe workspace validation explanation, while the dedicated low-trust
denial and saved workspace remain unchanged. The optional duplicate
ref-resolution block is also consolidated.
- Final review corrections: 65 source, transport and error-projection
tests passed, followed by all 48 lifecycle cases against an owned
disposable PostgreSQL database (113 total). The initial combined command
skipped the explicitly gated lifecycle suite; the subsequent dedicated
invocation enabled and passed all 48. Full workspace typecheck and build
pass. The first standalone lifecycle launcher lacked the repository
TypeScript loader; rerunning with that loader resolved its import setup
error. At previous head `7be02ea09c4ac76df560e8b517050cdf398f33f0`, full
CI [41654422329, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/41654422329/attempts/2)
passed, Greptile is 5/5 on that exact head, and all review threads are
resolved. The first attempt timed out the unchanged voice-session
report/history case at 15 seconds; 3,027 cases in its shard passed. That
exact case passed locally, then its single unchanged-code shard retry
passed. The wider-suite timeout cause remains unproven. The completed
Paperclip advisory check is neutral; its earlier findings are corrected.
No staging deployment or original-task recovery is claimed.

- Master advanced while checks ran, producing conflicts in two adjacent
test additions. Merged `27d35314be` into this branch as
`d5c8d552939c86056abf8fe10833881b2ade41a4`, preserving both
workspace-error tests and the audited Stop/receipt tests. Kept workspace
maps to minimal corrections under the updated map rule. All 82 source,
transport and interruption cases, all 48 real-database save/restore
lifecycle cases, full typecheck, build, and map checks pass locally on
the combined code. Current-head [CI
41660719214](https://github.com/paperclipai/paperclip/actions/runs/41660719214)
and Greptile are pending; the earlier verified head has not been merged.

## Risks

- Additional remote project repositories are now editable task copies.
Shared source folders and upstream push permissions do not change.
- Snapshot coverage uses existing workspace metadata. Older workspaces
capture their previous inventory at reservation; successful save
publication advances coverage and snapshot identity in one transaction.
No SQL migration is needed.
- A retained copy can contain files from a project that is no longer
mentioned. Preparation rechecks that project's current access and trust
policy before reuse.
- Explicit read-only descriptors still fail. Source-less projects remain
metadata-only. Local folders still require import. No migration or
provider-pack update is needed.
- Error display reads only workspace validation errors. The existing
run-secret registry and username censor run before display truncation. A
redaction failure omits the explanation.
- The retained fixture repair pauses its row trigger only within the
isolated seed transaction, rebuilds the exact source map, and restores
the trigger before commit. A rollback regression and 25 ordinary privacy
cases pass. Its paged-case test budget honors the existing bounded inner
waits; production deadlines are unchanged.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution.
The exact serving model ID and context-window size are not exposed by
this session. The test-only fixture changes are reused from #18774,
whose model record identifies OpenAI GPT-6.1 Sol. The optional live
acceptance probe uses `gpt-6-astra` with `xhigh` effort through Codex
CLI 0.165.0.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 15:33:44 +00:00
DottaandPaperclip b8f8b904fa feat(routines): preserve automation ancestry through webhooks (#18772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines let external services start agent tasks through a normal
webhook.
> - A repair routine must recognize failures from work that it created.
> - The receiver added in #18714 put Sentry payload parsing and repair
policy in core routine intake.
> - This pull request replaces that receiver with verified creation
provenance on normal routine calls.
> - Sentry can filter the resulting tags before it sends a normal
routine webhook.
> - The benefit is reusable provenance and loop prevention without a
provider-specific route.

## Linked Issues or Issue Description

**Problem or motivation**

A Sentry repair alert can start another repair when its own work fails.
The dedicated receiver in #18714 solved this through a Sentry-specific
payload contract. Ordinary routine webhooks also need a trusted way to
retain the automation that created their tasks.

**Proposed solution**

Use the existing public `/fire` route and its current authentication. An
optional source run credential proves a live Paperclip caller. Store the
caller separately from webhook JSON. Follow recorded task creation links
and export bounded ancestry tags on run-failure events. Let Sentry alert
filters exclude repair-origin work.

**Alternatives considered**

Keep the dedicated Sentry receiver, accept sender-supplied origin IDs,
or filter only the immediate routine. The first couples core intake to
one provider. The second accepts unverified claims. The third misses
child tasks, standalone follow-ups, and calls through another routine.

**Roadmap alignment**

This improves the shipped Scheduled Routines and Activity log
capabilities. It does not add a new scheduler or incident system.
Related work: #18714 is the implementation replaced here; #9727 adds
source-task navigation and UI attribution; #10206 proposes exception-led
routine dispatch. This PR uses existing task creation records and does
not implement either of those broader proposals.

## What Changed

- Remove the Sentry-only route, parser, authentication exception, and
payload-specific tests and documentation from #18714.
- Add optional `X-Paperclip-Source-Run-Token` support to normal routine
webhooks. Validate the standard run JWT, company, instance, agent, live
run, and cancellation state. Authenticated routine API calls also retain
their validated caller.
- Add nullable `routine_runs.created_by_run_id`. Keep the reference
after source-run deletion so missing history becomes unknown. Separate
callers during coalescing, including legacy open tasks.
- Follow company-scoped routine receipts, creator runs, task parents,
and legacy creation activity. Mark missing, foreign, cyclic, private, or
excessive ancestry for safe alert filtering.
- Add event-local `automation_origin_status`, `automation_routine_ids`,
and `task_shareable` tags through the existing Sentry SDK hook. Cap
ancestry at 32 reads and share a 750 ms deadline across metadata and
ancestry lookup. Keep the SDK one-second wait and eight-lookup
concurrency bound. Redact the source credential from HTTP logs and
Sentry request headers.
- Preserve unexpected database failures as server errors without
rejection bookkeeping in an aborted transaction. Document 409, 415, and
422 responses for the normal webhook.
- Keep `routineScopedRunId` as generic opt-in
`X-Paperclip-Idempotency-Scope: routine` support. Default trigger
receipts and timestamped HMAC replay protection retain their current
scope.
- Add [the Sentry repair
tutorial](https://github.com/paperclipai/paperclip/blob/codex/routine-creation-provenance/docs/guides/board-operator/sentry-run-failure-repairs.md),
API documentation, OpenAPI headers, and capability-map updates.

## Verification

At commit `0f4a0051528edd1367a921a76a8050c3fd087872`:

- `pnpm -r typecheck` and `pnpm build` passed for the full workspace.
Migration numbering and safety checks passed.
- The focused service, route, Sentry, redaction, and OpenAPI suites
passed 228 tests in five files. The database Sentry resolver and OpenAPI
invocation passed 33 tests in two files. These are separate invocations
with some overlap.
- The full routine HTTP suite passed all 15 tests. The authenticated API
case failed before the caller-wiring fix and passed after it. The
fixture loads the real route-owned services. No test deadline was
raised.
- The real `@sentry/node@10.71.0` suite passed all 12 tests. It uses an
in-memory transport and sends no events to Sentry. It covers terminal
failures, saved-message interruptions, event isolation, and source-token
redaction.
- Regression tests also cover forged, expired, foreign, and cancelled
caller credentials; payload spoofing; inherited routine ancestry; legacy
coalescing; deleted history; private work; cycles; query and time
limits; database error causes; and routine-wide receipts. The new error
and budget cases failed before their fixes.
- `node scripts/check-maps.mjs` and `git diff --check` passed. The map
check covers 35 areas and 192 capabilities.
- The full local Vitest command was stopped for a required master merge
after four chat shards passed 1,278 tests. No full local pass is
claimed. An earlier combined HTTP run hit an existing malformed-ID
timeout whose original cause is not established; the final full HTTP
suite passes. An extra local run of the unchanged heartbeat scheduling
file passed 12 of 13 tests and failed a readiness-status assertion. Its
logs also reported a missing fixture user membership. The same 13-test
file now passes in current-head CI.
- All GitHub Actions checks pass on this commit. Three jobs initially
lost their self-hosted runners. One server shard initially failed while
deleting a company in an unchanged heartbeat test because of a
`company_skills` foreign key. One retry passed all affected jobs without
code changes. That server shard passed all 499 tests, and all eight
browser shards passed.
- Fresh Greptile review is 5/5 on this commit. All six review threads
are resolved. The separate Paperclip Review check remains queued. Its
bot reports that work is paused. A maintainer must resume the assigned
review work to complete that check. No full green check state is claimed
while this external gate is pending.
- Live Sentry configuration and deployment are outside this PR's
acceptance evidence. The tutorial describes setup, a controlled failure,
and a repair-origin exclusion check for operators to run after
deployment.

## Risks

- Normal app webhooks retain the sender's full JSON in company-readable
routine history and the execution task. Alert filters and task
visibility are not content scrubbers. Operators must scrub sensitive
event data in Sentry before forwarding it and keep connection tests in
setup mode.
- Existing users of `/sentry-run-failures` must move to `/fire` and add
the documented Sentry filters before enabling repair intake. The old
route is removed. Stored tasks and receipts remain.
- The additive migration uses `ADD COLUMN IF NOT EXISTS`. It does not
rewrite historical tasks or infer missing provenance.
- Unknown or unshareable ancestry is excluded by the tutorial's alert
rule. Missing history, an enrichment timeout, or more than five routine
IDs can therefore suppress a repair webhook while retaining the Sentry
error.
- An external webhook without a verified source credential starts a new
receiving-routine origin. Its JSON cannot establish upstream Paperclip
ancestry. Sentry must not store a Paperclip run credential.
- Routine-wide receipt reuse needs a stable sender key. A static Sentry
custom header is not a per-event key. The tutorial keeps delivery
deduplication separate from loop prevention.

> 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

OpenAI Codex, GPT-6 model family, with reasoning, repository access,
code editing, and test execution. The session does not expose the exact
model variant 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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:33:17 -06:00
DottaandPaperclip b40e6edaea perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine shows the work and failures that need the viewing user's
attention.
> - A reload waits for account access, task rows, parent captions and
failure state.
> - Those reads form several browser request stages before useful rows
appear.
> - Live invalidations can also restart the same task-list request more
than once.
> - This change supplies startup data together and removes redundant
refresh work.
> - It preserves current authority, failure presentation, archive state
and row stability.

## Linked Issues or Issue Description

Refs #18645. Related: #18642. This change implements the read-receipt
behavior independently on current master. It does not use that PR's
branch or patch.

**What happened?**

Mine starts its primary request after the session, company and
board-access reads. It then requests parent captions and rich failure
context. Four observed loads spent another 0.45–0.70 seconds after the
primary rows arrived. One slower load waited 1.71 seconds for parent
context. The same run observed two HTTP 429 responses. These timings
identify request waits; they do not attribute the delay to SQL or Node
CPU.

Read receipts also invalidate general task collections and dashboards.
Overlapping parent and child invalidations can start two requests and
abort the first.

**Expected behavior**

The initial page should use one account-safe startup projection and one
complete Mine response. A read receipt should refresh the affected
viewer's inbox state. Each invalidation batch should refresh a covered
query once. Required captions and current failure state must be ready
before first reveal. Existing rows should remain usable during a
transient refresh error.

**Steps to reproduce**

1. Open a populated Mine inbox with parent tasks outside the visible
index and a current failed run.
2. Reload with browser HTTP cache retained and application query state
empty.
3. Inspect the session, company, board access, task-index and context
request sequence.
4. Open or mark a task read and inspect the unrelated collection
refetches.

**Paperclip version or commit**

Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`.

**Deployment mode**

Authenticated board UI. Local proof uses the real APIs and database with
a synthetic session resolver. No hosted candidate deployment is claimed.

## What Changed

- Add optional, same-user `boardBootstrap` data to the existing session
response. Seed account-keyed company and board-access reads from it.
Keep ordinary endpoint reads for fallback, retry and live
reconciliation. A returning account cannot reuse revoked cached access.
Cache collection and later real refetches remain effective.
- Add the board-only Mine snapshot endpoint. Reuse the canonical issue
selector, private-task filtering, run-read decisions, secret redaction
and interruption/recovery presentation. Assemble the fixed 100-task
page, parent captions and bounded 200-run failure window on the server.
Start independent reads together. Optional source errors keep successful
task rows usable.
- Keep array-shaped source caches for archive and undo. Key Mine source,
context and reveal state by account. Validate the response's user stamp
before committing it. Remove array-only cross-tab Mine broadcasts, which
cannot carry its paired failure context. The server retains
authenticated in-flight coalescing.
- Scope read-receipt invalidation to the affected viewer's inbox, badges
and chat unread state. Keep company and task audit views fresh. Preserve
genuine task mutations, run updates and subscription-gap reconciliation.
- Remove covered scalar-prefix invalidations within a batch. Preserve
predicates, exact matches and different query/refetch constraints. A
later event can still refresh again.
- Retire Mine in-flight reuse after local company activity or run
lifecycle changes. A post-archive read starts fresh. Old work keeps its
admission slot until it settles, even if every HTTP client aborts. The
eight-compute limit stays in place.
- Add API, component and browser regressions. Extend the production
timing harness with matching API/UI artifact receipts, retained-cache
reloads, request status counts, layout checks and optional controlled
network latency. Update API and verification documentation.

## Verification

- Full `pnpm -r typecheck` passes.
- Full `pnpm build` passes.
- Token gates, map checks and diff whitespace checks pass.
- 72 Inbox component tests pass. Startup-specific checks pass, including
account switching, revoked cached access, malformed/absent bootstrap
data and cache collection. The canonical authenticated bootstrap route
also passes against real PostgreSQL.
- Six real PostgreSQL Mine route cases pass, including full equivalence
with legacy authorized projections, privacy, fixed bounds, membership
revocation, coalescing, archive freshness and aborted-client admission.
Four focused legacy coordinator controls pass. Six assembly tests pass.
- Refetch and invalidation regressions pass. Meaningful pre-fix tests
observed two request starts and one abort for overlapping invalidations;
the fix produces one start and no abort. The archive race test observed
the post-archive GET joining the old body before the fix.
- All 11 existing startup browser checks pass, including Tasks/Mine code
loading, desktop/mobile bounds, non-streamlined Coordinator, task
navigation, failed preloading and Back position. The nine focused
startup, fallback, partial-source error, rate-limit recovery,
archive/undo and geometry cases also pass. The 429 cases use the
inherited retry window. Archive and keyboard undo are corroborated
through the real API and reload. Authentication and failure fault
injection in these cases are explicitly simulated.
- Matched production before/after timings are complete. Full aggregate
Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate
and `review` workflow pass. The 45 build/test/policy jobs are queued;
the Build job has no `ubuntu-latest` runner assigned and has executed no
steps, so remote aggregate results remain unverified. Paperclip Review
and Superagent Security Scan are in progress. Superseded runs for this
PR were cancelled. No current-head check has reported a failure; the CI
checklist remains open. The remaining step is runner allocation and
completion of those external checks; persistent queueing needs the
repository CI owner's attention.
- Greptile completed on final head
`ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding
is fixed and resolved; there are no open review threads.

### Matched browser timings

Five alternating baseline/candidate pairs per network scenario, measured
serially
in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a
1440×900
viewport. Both production UIs use their matching real API revision
against one
fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one
paused
agent and one terminal failure. No active agent/provider work. HTTP
cache is
retained; each initial sample reloads the document and clears
application query
state. Warm navigation and Back retain query state. CPU and throughput
are native.
The 100ms scenario uses CDP minimum request-to-response-header latency
without
request interception. It is a controlled request-dependency experiment,
not a
staging reproduction.

Values are median milliseconds with min–max in parentheses. Paired
saving is
baseline minus candidate for each alternating pair; its median differs
from the
difference of arm medians. Positive saving favors the candidate.

| Network / journey | Baseline | Candidate | Median paired saving |
| --- | ---: | ---: | ---: |
| Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) |
−23.3 |
| Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37)
| −0.16 |
| Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) |
+4.94 |
| 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) |
+211.8 |
| 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98)
| −0.02 |
| 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) |
+0.35 |

The controlled-latency initial pairs all improve, saving 108.3–217.0ms.
Native
initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no
reliable
native page-speed improvement. Warm and Back timings are effectively
unchanged.
Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms
with
100ms latency; these runs do not establish a large startup-only timing
gain.

API requests through the two-second post-reveal window fall from median
32
(32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms
latency.
All 20 samples preserve the same ordered 31 task links, first-row DOM
identity
and geometry. All recorded API responses are HTTP 200; zero unfinished
requests,
429s or JavaScript errors. Lower 429 incidence on staging remains
unproven.

Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`,
candidate
`4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head
`ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map
files
and existing browser test expectations since that measured candidate;
production executable inputs are identical to the measured candidate.
Asset hashes, API
health revision receipts and every raw sample were retained. These
results do
not claim hosted-page improvement or deployment of this PR.

## Risks

- Startup enrichment adds work to the session read. Failure of this
optional projection falls back to the ordinary company and access
endpoints. It does not invalidate a valid session or replace per-request
server authorization.
- Account changes, stale cache entries and same-company navigation can
expose old presentation data. Account keys, principal stamps, reveal
scopes and canonical bootstrap replacement have dedicated negative
cases. Permission failures hide cached task rows; transient network, 429
and 5xx failures preserve them.
- Current failure state can differ from the historical failed run. The
snapshot uses the existing canonical rich projection and verified
missing-ID coverage. Partial context failures retain an explicit retry
path.
- Mutation retirement follows events delivered to the current server
process. This adds no cross-replica invalidation protocol or distributed
read-after-write guarantee.
- New UI assets require the matching API. Older UI/session consumers
retain their existing response and endpoint behavior. There is no
database migration, provider call or deployment change.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, browser
automation and delegated source review. The exact runtime model ID and
context-window size are not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:28:57 -06:00
DottaandPaperclip 27d35314be feat: connect experimental Cursor Cloud to native Runner (#18069)
## Thinking Path

> - Paperclip helps people manage AI agents at work.
> - Native Runner owns execution and task authority.
> - Operators need an explicit native Cursor Cloud choice.
> - Tools/files need company, task, session and run scope.
> - This connects setup and lifecycle to Runner Core.
> - Legacy agents retain their selected runtime/history.

## Linked Issues or Issue Description

Depends on #18068. Managed-only API placement and API-owned Stop
containment are in #18310. Refs #5664, #11803, #17299, and #17471. No
duplicate native integration was found.

## What Changed

- Add explicit native setup, Test, saved settings and dispatch with
no-prompt account/catalog/callback checks.
- Scope MCP to company, agent, task, session and run through
authenticated HTTPS. Register verified artifacts/work products; preserve
unpriced accounting, completion and budgets.
- Connect Question/Plan continuation, cold handoff and admitted fresh
sessions; recheck waiting admission under the task lock.
- Present audited Stop intent while preserving physical containment
proof; bound typed Stop metadata. Preserve title edits through
preference/navigation readiness.
- Select one live/history representation per run to prevent duplicate
settled cards. Integrate upstream task/read-state/retry/schema contracts
and repair two test fixtures.

## Verification

Core #18068 merged normally as `3910352c923a`. Product head
`5a60f541c982` has passing repository CI/build/browser checks, including
required `ci / verify` and `ci / e2e`, plus a fresh exact-head Greptile
5/5 review with zero unresolved threads. Two non-required external app
checks remain pending: Paperclip Review is queued waiting for its
assigned agent; Superagent Security Scan is reviewing the diff. These
are not claimed completed. The normal merge endpoint enforces the
repository rules; no policy or status override is used. The dependent
Top PR is addressing its fresh deferred-Stop review finding.

Product `5a60f541c982` passed 270 UI and 20 selected
Cloud/native/disk-full tests, UI/server typechecks, tokens and maps.
Top’s clean normal merge passed tokens/maps/diff checks; its matrix is
pending. Earlier receipts retain Core’s 47 Rust, 4 compiled-native
retirement and 19 settlement controls, normal Runner build, and runtime
9af build/recursive typecheck. Reproduced loading/shutdown CI fixture
failures passed 7/7 browser and 121/121 unit tests, including a
broken-unsubscribe negative control. No timeout/oracle was relaxed.

The actual-parent restack adopts 75 mainline paths, including
schema/permission and generic runtime changes, beyond the prior two
fixture repairs and client projection fix. The full difference from
hosted `9af1a5de42a2` is therefore larger than four files; backend
source also differs. The merged config-read checks match Core391, and
the Cursor placement/runtime/relay/selection modules match frozen9af;
selected affected regressions pass. Paid proof keeps its actual 9af
source/image identity. The separately tested live/history card fix is
not claimed deployed on that host.

On 9af, original saved settings survived reopening and fresh no-prompt
Test authenticated catalog/model/binding; no new Save is claimed. Fresh
Linux admission passed. With `claude-sonnet-4-5`, Artifact downloaded
exact 27 bytes and matched 121 canonical identities in complete
S3-served history. First Stop’s strict quiet FAILED on a 10.373-second
gap despite independent cancellation/no late artifact. One targeted
unchanged-sampler retry retained all 24 samples: 35.076 seconds quiet /
maximum gap 4.584 seconds, 67 ordered canonical identities, and separate
CANCELLED/artifact-absent status after the original 180-second deadline.
The pre-reload duplicate settled card is disclosed. Exact-ID cleanup for
the three new provider agents is awaiting authorization, so full grades
and the fresh Artifact’s post-cleanup download remain blocked. A
historical deleted-provider artifact was newly downloaded on 9af;
original F226 Question/Plan/reconnect and cleanup proof keep their
identities.

Retained failures: stale fixture 132/133; E8 48/135 with 87 reset-hook
failures; Mac 17 SQL failures/skips; earlier
title/startup/custody/Stop/deletion failures with unknown causes/bounded
recoveries; `dea023` Stop’s warning/50 duplicate identities; pre-repair
ACK and original Core CI failures. WSP’s 251-assertion, 7/8-suite
attempt failed physical PostgreSQL teardown; the unchanged wrapper rerun
passed 128. Retry alone establishes no cause or full local-suite pass.
All paid attempts remain recorded; vendor dollar cost is UNKNOWN.

## Risks

Experimental: Cursor independently acknowledges neither the effective
model nor instruction digest before the first prompt. Explicit values
are submitted and checked through behavior; unpriced provider dollar
cost stays UNKNOWN.

Callbacks need authenticated reachable HTTPS. Scope, revocation,
budgets, completion and cleanup remain authoritative. Operator Stop
intent is separate from physical containment. Saved legacy agents retain
their selected runtime. Prior shared title-save/deletion failures remain
disclosed.

## Model Used

OpenAI Codex, GPT-6 family, assisted with reasoning, repository tools,
code execution, browser verification, and delegated code review. The
serving model’s exact API ID and context window are not exposed. No
value is inferred from the model catalog.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used and the limits of available model
metadata
- [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 linked public issues or described the issue in this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch describes the change and contains no internal ticket ID
- [x] I have run the scoped local tests reported above; pending gates
are stated separately
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks
- [x] All required CI gates pass on the current head
- [x] Fresh Greptile is 5/5 with no unresolved findings on the current
head
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:01:39 -06:00
DottaandPaperclip 86b365f992 feat(auth): add independent agent configuration read permission (#18766)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need to inspect configuration and instructions when they set
up teammates.
> - Configuration reads currently depend on configure or suggestion
grants.
> - Legacy standard agents did not receive those newer grants. Some
self-read routes also lose the target agent identity.
> - This pull request adds an independent read grant and applies only
that grant to eligible existing agents.
> - The benefit is that agents can inspect and verify configuration
without new write authority.

## Linked Issues or Issue Description

Refs #15283. Related earlier proposals: #8064 and #12050. Those
proposals target older authorization code; this change uses the current
configure/suggest model and adds a read-only rollout for existing
agents. Related bounded peer metadata proposal: #14160.

**What existing behavior does this improve?**

Agent configuration, configured skill, instruction, and revision reads
through the existing APIs and native instruction tools.

**Current behavior**

An agent needs `agents:configure` or `agents:suggest-changes` to inspect
a peer. Older standard agents can hire a teammate but cannot verify the
saved instructions. Configuration and revision routes also reject
self-reads because they authorize a company resource instead of the
target agent.

**Proposed behavior**

Add `agents:read` for redacted configuration and instruction reads. Keep
`agents:configure` as read/write and preserve suggestion-grant
compatibility. Standard new agents receive the read grant. A one-time
migration grants only reads to eligible existing standard agents.
Individual routes authorize the target agent and grant scope.

**Reason and benefit**

Read access can be granted without configuration changes, rollback, or
environment probes. Legacy agents can verify teammates without receiving
new write permissions.

## What Changed

- Add `agents:read` to the shared permission contract and standard-agent
defaults.
- Accept read, configure, or suggestion grants for configuration reads,
with target scope and the responsible-user ceiling.
- Fix target-aware self and scoped configuration, skill, and revision
reads.
- Add an audited data migration. Skip low-trust, built-in, inactive,
pending, terminated, setup, and scoped configuration/suggestion cases.
Preserve existing read scopes and later revocation.
- Update the specifications, default-permission documentation, and agent
access map.

## Verification

- Focused acceptance: 276 tests passed across seven suites on commit
`a37314df88`: authorization, real-key HTTP access, route authorization,
canonical instructions, default grants, migration replay, and lifecycle
configuration.
- The HTTP journey uses a real hashed agent API key and a disposable
PostgreSQL database. It verifies redaction, scoped reads, denied edits
and rollback, cross-company isolation, and both agent and
responsible-user revocation.
- New read-grant regressions failed before the authorization change. A
realistic paused/pausing/resuming migration fixture also failed before
the lifecycle filter correction and passed afterward. Setup-held paused
agents stay excluded.
- `pnpm -r typecheck` and `pnpm build` passed on the rebased branch; the
final lifecycle migration correction also passed the database package
typecheck and build. The latest commit changes only a test assertion.
- `pnpm --filter @paperclipai/db check:migrations`, `node
scripts/check-maps.mjs`, and `git diff --check` passed.
- Full current-head [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41641531426)
passed: typecheck, build, all general and serialized test lanes, Runner
checks, all eight browser shards, canary dry run, policy, and aggregate
gates. The local full-suite attempt was stopped after exposing the
outdated cross-company 403 assertion; interrupted local full-suite
attempts are not counted as passes.

## Risks

The migration deliberately expands redacted configuration and
instruction visibility for eligible existing standard agents in the same
company. An absent older write grant does not deny the new read
capability. It adds no write grant. Scoped configure/suggestion grants
and all existing read-grant scopes stay intact. Administrators can
remove the independent read grant after the one-time rollout; ordinary
updates and startup do not restore it. Configure and suggestion grants
still imply reads within their own scopes. Cross-company
configuration/history reads now return 404 through the common
target-aware helper. No schema change or credential-value disclosure is
added.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 07:26:27 -06:00
DottaandPaperclip b22ef22d56 fix(runner): show provider failure details on tasks and runs (#18622)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Runner starts providers and records their run outcomes.
> - Provider failures can contain useful details below a generic
protocol error.
> - Those details were lost at the sidecar, command receipt, and run
projection boundaries.
> - A blocked task therefore showed a generic failure even when the
provider gave a clear reason.
> - This pull request carries a bounded, sanitized provider failure
through those boundaries.
> - Operators can read the actual cause on the task and run pages.
Existing recovery policy still controls retries.

## Linked Issues or Issue Description

Refs #17543 for the related closed JSON-RPC classification work. Refs
#17272 for provider recovery in the legacy OpenCode adapter. This change
adds display evidence for native Runner providers and keeps recovery
policy separate.

**What happened?**

A native Claude session returned an HTTP 429 message below an ACP
`Internal error`. The task and run showed only a generic startup
failure. Operators had to inspect the provider response to learn that
the account was rate limited.

**Expected behavior**

The task and run show the sanitized provider message, provider name,
startup or turn phase, and available HTTP status. Unknown categories
keep the message. Display evidence does not grant a retry or replace a
recovery decision.

**Steps to reproduce**

1. Start a native Claude run whose account is rate limited during model
selection, or return a structured provider failure from a Codex or
OpenCode turn.
2. Let the run fail and open its task page.
3. Before this change, the page shows a generic failure. With this
change, the page shows the provider explanation. The run page shows the
same explanation after reload.

**Paperclip version or commit**

Source checkout based on `f8a888a072`.

## What Changed

- Add one JSON Schema for `ProviderFailure` and generate matching Runner
and shared TypeScript readers. Keep the Runner package independent of
the app workspace at runtime.
- Normalize known ACPX, Codex, and OpenCode error fields. Preserve
unknown messages. Redact known credential values and credential patterns
before applying the 4,000-character limit. Do not copy response bodies,
headers, stacks, or prompts.
- Carry startup failures through the sidecar, Rust Runner, durable
command receipts, and private transport error details. Keep provider
text out of generic transport error strings and Sentry failure messages.
- Keep turn failures in authenticated run events. Recover the same
evidence from persisted events during server finalization. Store the
cause in the company-scoped run result.
- Show one shared notice on failed tasks and run details. Keep existing
retry permissions, scheduled retry state, and resolved-task behavior.
- Reapply registered run-secret and current-user redaction to task
display data. Batch secret lookups for only the visible provider causes.
- Document the contract and update the capability maps. Add regressions
for nested Claude 429 errors, OpenAI quota and rate limits, OpenCode
errors, redaction, durable receipt replay, restart finalization, and UI
rendering.

## Verification

- `pnpm -r typecheck` passed. `pnpm build` passed. All GitHub Actions
build, test, package, and validation jobs passed on `d49c79ab4a`. The
security checks passed. Greptile gave this head 5/5 with no open review
threads. Paperclip Review remains pending. Its review worker exhausted
six workspace recovery attempts with export_interrupted. A fresh review
request was accepted and is waiting for that saved workspace. The
ordinary Retry action rejected reuse of the stopped request. This is an
external review-worker blocker; no check was overridden. The duplicate
local `pnpm test:run` was stopped after the CI test shards passed.
- Focused server settlement, provider evidence, and restart tests: 93
passed. Runner admission and normalization tests: 103 passed. Focused
Runner wire and terminal tests: 29 passed. The real Rust/sidecar command
receipt replay test passed.
- The new projection test failed before implementation because the task
had no provider cause. The startup producer regression also failed
before extraction moved ahead of the generic error-code replacement.
Both pass with this change.
- Live check: a rebuilt local sidecar received an actual Claude HTTP 429
during startup. The new cause kept the full provider message. A
synthetic task in an isolated local app then reached the same provider
error through the native Runner path. The dedicated run result, task
API, task banner, and run detail all showed the same message after
reload. The later reporting fix keeps run.error generic; a regression
proves the display cause still survives restart and stays out of Sentry
capture.
- The first isolated app attempt failed earlier in
`admission_credential`. An ordinary manual Retry reached the provider
and produced the 429 above. This PR does not claim to fix that separate
admission failure. An initial parallel local database test setup also
failed; the serial restart suite passed.
- Security review found that copying display text into run.error could
forward it to Sentry. A regression failed with that behavior. The fix
keeps the cause in its display field. All 38 settlement/restart tests
and the server typecheck pass.
- All 29 protocol contract tests pass, including bounds and extra-field
rejection. An earlier full Rust core run passed. The later full run hit
one 5-second receipt-limit timing assertion; its isolated rerun passed.
The full Linux and Windows Rust CI jobs passed on this head.
- Review regressions pass for explicit Codex driver identity, native
Rust startup and resume receipt propagation, oversized OpenCode/ACPX
errors, task read-time registered-secret redaction, and the standalone
source closure. The focused Runner run passed 103 tests;
projection/restart tests passed 16.
- Read-time redaction edge cases passed: a missing decryption key omits
only the unsafe optional explanation; expanded redacted messages remain
visible within the Unicode character limit. All 14 task projection tests
and server typecheck pass.
- The package Build check found an old Pi assertion against
Error.message. The probe now checks the exact closed classification in
the authenticated receipt and requires the new provider cause. Both
polling transport cases pass. A local credential-free Pi probe stopped
at admission_installation because this checkout lacks the Pi
distribution; the installed Linux package probe passed in CI on this
head.
- UI coverage includes startup and turn text, unknown categories,
literal rendering of provider text, read-only retry behavior, and
resolved-task suppression. Token gates and map checks passed.
- The live check covers Claude startup on macOS. Codex, OpenCode,
terminal failures, and restart paths have deterministic regression
coverage. The change is not deployed.

## Risks

- Provider messages are untrusted text. The boundary selects specific
fields, redacts credential patterns and known environment secret values,
bounds the message, and renders plain text. New provider-specific secret
formats may need added redaction patterns.
- Optional fields preserve compatibility with older producers and stored
runs. Old runs without the field keep their current fallback text. No
database migration is required.
- The cause stays in company-scoped run data. This change does not send
provider text to first-party Telemetry or add it to OpenTelemetry span
attributes.
- Normalized categories and retryability are display evidence. Existing
recovery classifiers, retry limits, ownership checks, and approval gates
keep their authority.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser verification. The host does not expose the exact
serving variant or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 06:13:26 -06:00
DottaandPaperclip 58308a3e63 perf(apps): scope sidebar review counts to one connection (#18688)
## Thinking Path

> - Paperclip helps people manage AI agents and their governed app
access.
> - The Apps sidebar displays a Review badge for one connection.
> - It polls the full company attention service every 30 seconds to get
two counts.
> - That service also loads every profile, rule and active catalog
entry.
> - This pull request adds an authorized connection read for only those
counts.
> - The same badge now avoids unrelated profile evaluation and database
result decoding.

## Linked Issues or Issue Description

**Current behavior**

The contextual sidebar polls company-wide attention. It needs only one
connection's signed pending action count and whether any catalog entries
are quarantined.

**Proposed behavior**

Both sidebar variants poll a connection-scoped count endpoint with
existing connection read authority. The full attention API stays
unchanged.

**Reason and benefit**

The retained 200-profile fixture performs seven service queries and
returns 80,115 rows for this badge. The new reader performs one query
and returns one row. This reduces local service CPU and avoids
unnecessary decoded profile/rule data. Related merged evaluator fixes
are already in the baseline: Refs #18673, Refs #18681. A search found no
existing PR for this scoped count reader. ROADMAP.md contains no
duplicate planned work.

## What Changed

- Add the narrow shared DTO, typed client, guarded REST/OpenAPI route
and catalog-owned reader.
- Count independent aggregates with both company boundaries and exact
signed-argument semantics. Keep archived counts at zero.
- Update both contextual sidebar variants. Keep the exact badge, 30
second interval and existing attention-prefix invalidation.
- Add PostgreSQL differential tests, authenticated HTTP tests, sidebar
tests, a repeatable benchmark and access documentation.

## Verification

- Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, including both
merged evaluator fixes. Service treatment: `0827f7d0b3`; route/fixture
refinement: `230c42ee15`; final local existence gate: `390a218254`.
- Passed: focused PostgreSQL differential test; assembled HTTP test with
board session and agent JWT; 14 sidebar component tests; token gates;
map checks; diff check.
- Fixture: 200 profiles, 76,000 rules, 1,900 active tools, 695 removed
references, 12 agents, a sibling connection and 2,000 unrelated
historical invocations. Complete normalized two-count results are equal
on both paths.
- Quiet local measurement: seven alternating warm pairs after two warmup
pairs, Node 24.22.2, macOS, real disposable PostgreSQL. Legacy/new
service CPU median: 213.891/1.680 ms; ranges:
209.329–228.552/0.515–6.137 ms. Wall median: 156.867/1.248 ms; ranges:
151.739–162.289/1.115–1.386 ms. Queries: 7/1. Returned rows: 80,115/1.
- Run `cd server && node --expose-gc --import
./node_modules/tsx/dist/loader.mjs
scripts/benchmark-connection-review-counts.ts`. See
`doc/connection-review-counts.md` for scope and failure history.
Byte-volume accounting runs outside timing; no HTTP payload reduction is
claimed.
- Initial raw scalar SQL failed with ambiguous columns. Typed subqueries
fixed it and passed real PostgreSQL equality. Initial fixture agents
lacked permissions and correctly received 403. The final fixture grants
explicit authority and tests revocation. An initial benchmark included
byte serialization in timing; the reported run excludes it.
- Passed required local `pnpm -r typecheck` and `pnpm build`. The
initial sandbox typecheck could not open the tsx IPC socket; the
escalated rerun passed. Full monolithic `pnpm test:run` was not run
locally: repeating a 15–25 minute suite serially across both performance
PRs adds no distinct evidence. Broad suite acceptance uses final-head
CI, which runs the same general/serialized test partitions and the
native Runner lane. Final-head CI is in progress.
- Passed built-static Chromium journey on an owned local-trusted server
and disposable PostgreSQL: Review 3 appears, only scoped counts are
requested by this sidebar, resolving requests/clearing quarantines then
reloading removes the badge, and archived counts are zero. The first ad
hoc launcher omitted required decision-service options and failed at
startup; using the normal no-op wake callback fixed that harness.
- Greptile identified an invalid resolved-request fixture label.
Corrected `denied` to the declared `rejected`, then reran the real
PostgreSQL differential test. The count SQL and non-pending exclusion
are unchanged.
- The first final-head CI failed the static cross-tenant
existence-oracle guard because the new explicit resource company
assertion had no nearby `hasCompanyAccess` gate. Existing management
admission already rejects foreign resources with 404. The route now also
follows the standard local two-step gate. The unchanged guard plus
authenticated HTTP negative cases passed (3 tests). No allowlist or test
was weakened.
- These local service measurements do not prove hosted performance. No
deployment is included.

## Risks

Low risk. New read admission reuses existing current-authority checks.
The old attention API is unchanged. Counts still require database work
over relevant pending/catalog rows. No cache, schema migration or
telemetry is added. Roll back this PR if the badge differs or scoped
reads deny previously permitted users.

## Model Used

OpenAI `gpt-6.1-sol` (Sol 6.1), with reasoning, tool use and code
execution. The host does not expose the configured 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 17:12:22 -06:00