Commit Graph
5 Commits
Author SHA1 Message Date
Nicky LeachandPaperclip 313fb265db feat(plugins): invalidate runtimes when connector access changes (#16605)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Runtime preparation depends on access and credential state as well
as tool definitions.
> - Grant, membership, secret, and endpoint changes need committed
invalidation.
> - Their writers must acquire locks before journal fanout can lock
agent rows.
> - This pull request adds access hooks with the corresponding
transaction guards.
> - Plugins can refresh preparation immediately while task-time
authorization remains authoritative.

## Linked Issues or Issue Description

**What happened?**

Grant changes, credential rotation and revocation, company access
changes, and connector endpoint configuration do not request runtime
synchronization. Journal fanout exposes lock inversions between
credential persistence, access cleanup, and connection assignment
writers.

**Expected behavior**

Committed access changes request runtime preparation without polling or
credential values in the journal. Agent-specific secret bindings and new
personal delegations affect their target agent. Company access changes
remain conservative. Provider bookkeeping does not create preparation
work.

**Steps to reproduce**

1. Change an audience, delegation, membership permission, referenced
credential, vault configuration, or endpoint instruction.
2. Expect a committed runtime event in the correct company and scope.
3. Run reconnect, credential refresh, SSH setup, or membership cleanup
concurrently with related writes.
4. Expect both operations to preserve access checks and finish without a
lock-order cycle.

**Additional context**

Final feature extraction from #16503. The earlier slices, #16604, and
the separate delivery-test correction #16871 are merged. This PR is now
the active change against master. The rebase preserves the merged
assignment and definition recipient rules, Unicode selector semantics,
and profile/reference transaction guards.

## What Changed

- Add migration 0356 for grants, audiences, delegation,
membership/permissions, secret bindings, referenced credentials and
vaults, and chat/email endpoint configuration.
- Keep events content-free. Ignore health, delivery, publication, Vercel
verification, and GitHub webhook bookkeeping while retaining credential
and repository-access changes.
- Target agent secret bindings and all personal delegation changes to
their old and new target agents. Coalesce delegation changes per
transaction.
- Lock existing grants before connections and credential persistence in
OAuth and cleanup writers.
- Reject superseded refresh leases before rotating stored credentials.
Ignore lease acquisition and release when access metadata is unchanged.
- Serialize audience replacement, validate membership, and preserve
unchanged audiences.
- Lock membership before permission-only saves and grant before Railway
SSH setup. Individual delegation revocation locks its grant and target.
Whole-grant and membership cleanup lock company recipients before
deleting scoped delegations.
- Lock grants and connection inputs before static-key reconnect writes.
Lock company agents before cascading secret deletion; use a nonblocking
secret lock and bounded retries to avoid a new cycle with credential
writers.
- Add PostgreSQL concurrency coverage for access writers and endpoint
publication/configuration behavior.
- Preserve the owner lock for plugin instance-secret removal; these
secrets cannot use ordinary bindings.
- Align Slack search refresh, callbacks, and disconnect with
grant-before-connection locking. Recheck newly discovered grants without
waiting before provider work.
- Retry complete membership transactions when a credential deletion
candidate is busy. Cover all four cleanup entry points and process
company access in ID order.
- Document final invalidation coverage and task-time authorization
boundaries.

## Verification

- Current head: `78aace55bef7f52bc5742b131e0b3961eb5c0f11`. All 1,061
tests across 23 affected suites pass. The named Slack authorization
integration scenario also passes; it exercises authorization, refresh,
disconnect, and rejection of a late callback. Server/database
typechecks, migration safety and numbering, five-snapshot retention,
feature maps, and diff checks pass. The complete PR diff was reviewed
for secrets and personal data before push. Final acceptance: [CI run
39308303837, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/39308303837) is
green, with 55 successful checks and two optional Storybook skips. The
current-head Greptile reassessment returned **Apex 5/5** at 19:16 UTC on
2026-10-19. Its full summary reports no actionable issues. Security
passed, all threads are resolved, and GitHub reports no merge conflicts.
The reassessment was requested as a standard review after the fixes;
Greptile retained the Apex tier.
- On this head, [CI run
39308303837](https://github.com/paperclipai/paperclip/actions/runs/39308303837)
failed the unchanged adapter-utils HTTP/2 fixture with `EADDRINUSE`
before READY. Its closed probe left a port handoff race. That test and
its gateway are byte-identical on master. No upstream fix was found. The
deterministic fixture correction is isolated in #16888; no adapter test
changes are included here. The failed jobs recovered on retry without a
feature source change. The original failure remains documented here, and
#16888 carries the fixture correction separately. That retry
demonstrates recovery; the held-probe negative control establishes the
port handoff race.
- Rebased onto master `194fc11406`, including merged #16604 and #16871.
Replayed only the access-hook commit. Resolved OAuth, test, and
documentation conflicts while retaining both sets of tests. Migration
0356 preserves the merged assignment/definition recipient rules, Unicode
selector semantics, and profile/reference guards.
- Apex returned 3/5 on `0fb65bc27`. Negative controls reproduce its
Slack delegation and member-cleanup deadlocks (`40P01`) and unwanted
Vercel/GitHub bookkeeping events. Slack grant writers now take their
locks before the connection. A separate late-grant control reproduces
`40P01` without the post-lock recheck; the complete guard passes. All
four membership cleanup commands retry from a fresh transaction when the
credential is busy. Tests verify successful cleanup and no journal rows
from failed attempts. Credential IDs and repository-access changes still
notify runtimes.
- Earlier review corrections remain covered: static-key reconnect and
cascading secret removal each reproduce `40P01` without their guards.
Grant lease acquisition/release is ignored. Secret removal releases
agent locks when a credential writer is busy. Instance-secret removal
retains the owner lock and passes its public plugin API contention
regression. Delegation updates and revocations target old/new agents;
unrelated-peer, coalescing, unchanged-update, and rollback cases pass.
Three negative controls verify the required whole-grant and membership
cleanup guards after narrowing delegation scope.
- Preserve prior acceptance failures: the first rebased 20-suite run
passed 1,025/1,026; its only failure was a draft uninstall fixture
blocking a random peer. Blocking the assigned agent corrected that
assumption, and all 44 access/assignment tests passed. Later, all 1,044
tests across 21 suites, [CI run
39302185527](https://github.com/paperclipai/paperclip/actions/runs/39302185527),
standard Greptile 5/5, and security passed on `0fb65bc27`. That did not
clear the later Apex findings described above. Draft run 38975428081
failed a server shard; its cause was not re-investigated. A later green
run does not establish that earlier cause.
- Local fixture corrections are recorded separately from product
failures: an assignment filename filter initially matched no file; the
actual suite was included in full runs. A delegation fixture omitted its
required creator, and a guard run omitted a query import. The new
global-access cleanup fixture now uses its own user to avoid earlier
fixtures' memberships. All were corrected before publishing their final
iterations.
- Local checks target affected services and real PostgreSQL boundaries.
A full local build and repository-wide test run were not performed.
Hosted CI supplies broader verification. Provider responses in tests are
controlled; live provider behavior was not qualified.

## Risks

Migration 0356 adds triggers without changing table schema. Apply it
through the normal migration flow. Most access changes retain
synchronous company-wide invalidation. Company fanout takes O(eligible
company agents) locks and journal rows, without a fanout ceiling or
mutation quota. Agent secret bindings and individual delegation changes
retain narrower recipients. Events contain no credentials.

Physical removal of non-instance secrets takes ordered locks on all
company agents before cascading into bindings. This costs O(company
agents) locks even for an otherwise unreferenced secret. Instance
secrets cannot use ordinary bindings and retain their owner lock. A busy
secret lock releases the transaction guards and retries up to three
times. Continued contention returns a retryable conflict. Provider
deletion stays outside that transaction; a retry resumes removal of an
already disabled secret.

Membership cleanup uses nonblocking credential guards and retries the
full membership transaction. Slack search adds two grant queries, scoped
to the subject and connection. Its retries occur before provider work or
credential persistence. Each retry loop is limited to three attempts.
Invalidation requests preparation; task-time authorization and provider
session activation remain authoritative. Provider calls use fixtures; no
live provider qualification is claimed.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 12:49:11 -07:00
Nicky LeachandPaperclip 194fc11406 feat(plugins): invalidate runtimes when tool definitions change (#16604)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Lifecycle plugins must refresh runtime preparation when tool
definitions change.
> - Standing assignments alone do not cover catalogs, profile entries,
or policies.
> - New journal hooks must preserve the order used by setup
finalization.
> - This pull request adds tool-definition invalidation and its required
writer guards.
> - It leaves credentials and provider access changes for the next
independent capability.

## Linked Issues or Issue Description

**What happened?**

Catalog, profile-entry, policy, gateway, and connection-configuration
changes do not request agent runtime synchronization. A new
profile-entry trigger also exposes a deletion/finalization deadlock if
the child row is changed before its parent is locked.

**Expected behavior**

Committed tool-definition changes advance runtime revisions without
polling. Bookkeeping does not. Entry changes and profile replacement use
a consistent parent/reference lock order and commit atomically.

**Steps to reproduce**

1. Change a catalog descriptor, profile entry, policy, or connection
configuration.
2. Expect committed runtime events for the affected agents.
3. Run profile-entry deletion concurrently with setup finalization while
both wait for an agent row.
4. Expect both operations to complete without PostgreSQL deadlock 40P01.

**Additional context**

Extracted from #16503. Catalog publication #16602 and standing
assignments #16603 are merged. This PR is rebased onto master and is the
active review. It addresses the original Apex profile-entry deletion
finding. Credential/access hooks #16605 remain a draft without review
requests.

## What Changed

- Add migration 0355 for application/connection configuration, catalog,
profile-entry, policy, and MCP gateway invalidation.
- Preserve transaction coalescing and ignore health bookkeeping and
trust-rule usage counters.
- Keep credential-only fields outside this migration's coverage.
- Preserve merged recipient scoping for bindings and installations.
Profile-entry edits resolve old/new standing profile bindings. Policy
edits resolve old/new agent selectors with their intersection/list
semantics.
- Lock old and new profile-entry references before parent profiles and
child mutations. Recheck the reference set under the parent lock, retry
changed snapshots up to three times, and merge unspecified fields from
the locked profile.
- Make entry add/edit/delete and profile replacement transactional,
including validation and profile reads on the reserved connection.
- Lock policy rows in ID order and change priorities in one statement so
scoped agent locks are ordered across the full set.
- Lock the managed profile before connection removal deletes its entries
in the same transaction.
- Update assignment tests whose old absence assertions are superseded by
expanded configuration coverage.
- Document the supported capability and the remaining credential/access
boundary.

## Verification

- Final head: `809fcb11794bfb12c545af0a2f96ab9bc2b570a2`. It is rebased
onto master with merged #16623. GitHub reports no merge conflicts. [CI
run
39293925136](https://github.com/paperclipai/paperclip/actions/runs/39293925136)
has 55 successful checks and two optional Storybook skips.
- Standard Greptile returned an independent 5/5. The final Apex review
returned 5/5 on this exact head at 17:47 UTC on 2026-10-19. Its summary
explicitly clears this PR for merge independently of draft #16605. The
security scan passed. All review threads are resolved.
- Two real-PostgreSQL negative controls reproduce `40P01` without the
old-reference guard or the concurrent-snapshot check. Both regression
tests pass with the final correction. Server typecheck, migration safety
and numbering, five-snapshot retention, journal history, feature maps,
and diff checks pass. The actual PR diff was scanned for secrets and
personal data before push.
- The final 15-suite local run passed 821/822 tests. The one failure was
in the unchanged runtime-delivery test: a startup callback changed its
global callback count during an independent transaction. The test-only
correction is isolated in #16871. That PR passes all 17 runtime-hook
tests, server types, hosted CI, and standard Greptile 5/5. Its
notification-disabled control fails at the independent event-delivery
assertion. No changes from #16871 are included here; this feature head
passes hosted CI independently.
- Earlier affected-suite runs passed 814 tests after rebase and 820
tests after recipient and whitespace corrections. Four affected suites
passed 514 tests before the second reference-contention regression was
added. Single-connection tests cover entry add, edit, delete, and
replacement. Validation and profile reads use the reserved transaction
connection.
- Review fixes have negative controls: the old code hangs with a
one-connection pool; parent-lock omissions deadlock entry deletion or
app removal against setup finalization; per-row policy reorder deadlocks
under contention; unscoped triggers journal unrelated peers; default SQL
trimming misses JavaScript whitespace. Corrected cases pass. Selector
tests cover all 25 ECMAScript whitespace characters. Recipient tests
cover repeated edits, old/new targets, ignored bindings, rollback,
coalescing, and company scope. The definition suite now has 28 cases.
- Earlier standard scores that depended on #16605 were not accepted as
independent clearance. The first Apex review returned 4/5 for
replacement versus application deletion. The final correction locks old
and new references, checks the reference set again under the parent
lock, and retries before any mutation. The final independent reviews
clear that correction.
- Preserve prior failures for acceptance: draft run 38975432017 had
failures whose causes were not re-investigated. Run 38990400765 exposed
the unrelated durable-resume watchdog race, fixed in merged #16623. In
run 39287657148, two jobs reported cancellation without a failed-test
summary; the cause remains unknown. Both passed on retry without source
changes. Initial local fixtures and SQL bindings also needed correction:
an internal helper name was replaced with public `archiveConnection`,
unchanged priorities were changed to exercise reorder, a driver
timestamp was bound as ISO text, and a superseded company-fanout
assertion was updated. These recovered checks do not establish a cause
for the unexplained CI failures.
- Local checks target the affected services and real database
boundaries. A full local build and repository-wide test run were not
performed. Hosted CI supplies the broader checks. Provider responses in
tests are controlled; live provider behavior was not qualified.

## Risks

Migration 0355 adds statement triggers without changing table schema.
Apply it through the normal migration flow. A tool-definition event can
advance a runtime revision without changing the bounded assignment
snapshot. Consumers still need authorized readers for definitions.
Credential-only changes, grants, secrets, and endpoints remain for the
access-hook migration. Profile replacement now rolls back as a unit if
any entry fails. Binding and install notifications retain scoped
recipients. Profile-entry changes use standing bindings, and policies
use old/new agent selectors. Unscoped policies, company-bound profiles,
and other conservative definition changes retain synchronous
transaction-atomic company-wide fanout: O(eligible company agents) locks
and journal storage, without a fanout ceiling or mutation quota. This
retains the accepted tradeoff from #16603 for company-wide changes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 10:56:08 -07:00
Nicky LeachandPaperclip 5f5602bba7 feat(plugins): synchronize standing connection assignments (#16603)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Lifecycle plugins prepare agent runtimes outside the control plane.
> - They need committed connection assignment changes without polling.
> - A reader and its revision hooks must cover the same fields.
> - This pull request adds a bounded standing-assignment snapshot and
its matching hooks.
> - Plugins can react to assignment changes while execution keeps its
existing access checks.

## Linked Issues or Issue Description

**What happened?**

The agent runtime reader does not expose standing connection
assignments. Changes to connection installs, active profiles, and
connector feature switches do not request synchronization. Adding
company-wide invalidation also exposes lock inversions in assignment
writers and AI adoption.

**Expected behavior**

The owning lifecycle plugin can read a bounded assignment snapshot.
Every committed change to its stored fields advances the runtime
revision. Rollback removes both the change and its event. Assignment
writers finish without a lock-order cycle.

**Steps to reproduce**

1. Install a connection or bind an active profile to an agent.
2. Read its runtime inputs through the owning lifecycle plugin.
3. Rename or disable the connection, revoke the assignment, or switch
connector features.
4. Expect a committed runtime event and an updated snapshot without
periodic polling.

**Additional context**

Extracted from #16503. Catalog publication #16602 and the separate test
maintenance PRs #16601 and #16610 are merged. This PR now targets master
and is the active review. Tool-definition hooks #16604 and
access/credential hooks #16605 remain drafts without review requests.

## What Changed

- Add SDK types and an owning-plugin runtime snapshot for installed
connections, active profile IDs, and effective connector feature
switches.
- Reject more than 512 connections or 128 active profiles instead of
returning partial data.
- Add migration 0354 for the exact stored fields used by the snapshot,
with transaction-coalesced invalidation. Agent-targeted bindings and
installs notify only their old/new target agents;
project/routine/issue/gateway bindings are outside the snapshot and
produce no notification.
- Use ordered agent locks that are compatible with foreign-key
references and exclude runtime readers. Prelock complete old/new target
sets before replacing assignments or restoring managed profiles.
- Record one company baseline at delivery startup for process-managed
feature overlays.
- Lock assignment inputs before install saves, task completion, and
email assignment. Setup finalization reads the locked connection state
and prelocks company agents before activating, re-enabling, or reviving
a profile.
- Make profile binding and reassignment writes transactional and lock
parent profiles first. Keep target validation and profile/detail reads
on the reserved transaction connection, including with a one-connection
pool.
- Lock company agents in order before validated AI adoption. Keep
adoption and shared configuration writes at `FOR NO KEY UPDATE`,
avoiding an upgrade that can deadlock foreign-key inserts during gateway
creation. Configuration fields cannot change agent identity; lifecycle
transitions and deletion retain their existing locks.
- Document supported coverage and the inputs reserved for later PRs.

## Verification

- Thirteen affected suites passed: 757 tests covering runtime
hooks/assignments/skills, concurrent skill publication, tool
access/catalog, task connection intents, lifecycle delivery, email, AI
accounts, migration histories, snapshot drift, and the agent lifecycle
module. This includes the merged catalog PR's OAuth and
overlapping-refresh regressions.
- The assignment suite passes all 24 cases, including bounded snapshots,
company/agent isolation, rollback, health-field no-ops, process-start
feature overlays, and real lock contention.
- Four one-connection PostgreSQL regressions reproduce the earlier
helper-read hangs before the correction; bind, unbind, delete, and
reassign complete with it. The earlier adoption/gateway probe exposed
both lock upgrades: changing only validation still deadlocks in shared
configuration. Current scoped coverage verifies adoption with
agent-targeted binding writes; gateway-only bindings no longer
invalidate this snapshot.
- The original ordered-adoption regression reproduces PostgreSQL `40P01`
without ordered company-agent locking. Scoped-recipient tests reproduce
unrelated-peer journaling before the trigger correction and verify
repeated bind/unbind operations leave peers untouched, ignored binding
types produce no events, both reassignment recipients are reached, and
coalescing remains intact.
- Six replacement contention cases cover installs, existing setup,
activation, re-enabling, profile revival, and profile reassignment.
Negative controls reproduce `40P01` without the corresponding
target/company prelocks; all cases pass with the guards. Activation
decisions use the connection row reread under lock.
- An initial contention fixture failed because its settings connection
lacked an MCP URL. Supplying the fixture URL and controlled lookup
corrected that test setup error.
- Server typecheck, database migration numbering/safety, five-snapshot
retention, feature-map structural validation, and `git diff --check`
passed. Migration metadata preserves historical journal entries and adds
no schema change. The complete diff was reviewed for secrets and
personal data before push.
- Earlier hosted PR CI runs 38983440861 and 38985530069 passed; the
superseded promotion run 38983440470 was cancelled. Superagent
acknowledged the recipient fix and accepted the documented company-wide
cost at `359b5b2f30a8a0248177367e458663d5379810d1`. Its two standard
Greptile summaries were conditional on a later setup correction and were
not counted as independent acceptance; the setup correction is now
included here.
- At `7da246aab46274db1a120a0546abbb404c5427c7`, hosted PR run
38986958988 passed: all 55 checks succeeded, with two optional Storybook
checks skipped. Superagent passed, all review threads are resolved, and
standard Greptile independently returned 5/5 with no blocking findings
(review completed 2026-10-17 00:40 UTC). Apex independently returned 5/5
with no actionable findings (completed 2026-10-17 00:50 UTC). CI was
rechecked after Apex and remains green; the branch is mergeable against
master. Full local build and repository-wide tests were not run.

## Risks

Migration 0354 adds database functions and triggers without changing
table schema. Apply it through the normal migration flow. Agent-targeted
bindings and installs only notify their affected agents. Explicit
company-wide assignments, connection metadata, profile
activation/removal, and connector feature switches retain synchronous,
transaction-atomic company fanout. Each such transaction takes ordered
row locks and inserts up to one connector runtime event per eligible
company agent: O(number of eligible agents) work and journal storage,
with no company-size cap or cross-transaction mutation quota. This
remains an intentional scope tradeoff for this PR; deferred fanout is
not implemented. Many of these conservative changes can request
preparation even if an individual snapshot stays unchanged. Snapshot
limits fail closed. This PR provides desired assignments, not
credentials or task authorization. Later PRs must add mutation coverage
before consumers can rely on immediate synchronization of tool
definitions or credentials.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-16 17:55:47 -07:00
Nicky LeachandPaperclip 5fbece9dcc Synchronize assigned skills through agent runtime hooks (#16501)
## Thinking Path

> - Paperclip manages shared skills and agent assignments.
> - Runtime plugins need installed skills before a task starts.
> - Skill content can change without changing the agent row.
> - Source access and version pins also affect delivered files.
> - This pull request feeds those changes into the durable runtime
stream.
> - The runtime reader resolves the same immutable skill sources used
for execution.

## Linked Issues or Issue Description

Builds on merged PR #16499. This pull request now targets `master` and
contains only the five skill synchronization commits.

**Problem**

Plugins receive no durable notification when an assigned skill changes.
A saved assignment can also become inaccessible after private-source
access changes.

**Proposed solution**

Invalidate referencing agents at installed skill mutations. Invalidate
inherited access when source bindings, project privacy, or policy
change. Return authorized skill sources and version IDs through the
owning runtime reader.

**Alternatives considered**

Activity-only subscriptions miss service writers. Per-task
synchronization adds preparation work. Copying current files would
ignore version pins.

**Roadmap alignment**

This extends existing skills, source synchronization, and plugin runtime
support.

## What Changed

- Defer multi-skill source runtime hooks until commit, after publication
holds all skill rows. Keep file-save journaling immediate to preserve
filesystem rollback.

- Add transactional invalidations for skill content, companion files,
versions, rename, deletion, policy, source access, and pin-setting
changes.
- Recognize canonical keys and supported legacy aliases.
- Reuse the execution skill resolver, current agent access, and instance
version-pin rules.
- Resolve and materialize sources outside the agent row lock. Recheck
ownership and runtime revision afterward.
- Keep task-only mentions and running-task snapshots in the execution
path.
- Document conservative invalidations for pinned assignments and
inherited access.

## Verification

- Rebased onto origin/master `9f4a956b90`, which contains merged PR
#16499. All five commits are unchanged according to `git range-diff`; no
conflict resolutions or source changes were needed.
- On rebased head `58b065941`, all 237 focused tests passed: runtime
skill hooks/source publication (41), plus content service, assignment
routes, policy routes, and project source access (196).
- Server typecheck passed after rebuilding Runner with the installed
Rust toolchain. Migration numbering/safety and map checks passed;
snapshot pruning made no changes. Migration CLI checks required local
IPC permission.
- Real PostgreSQL coverage includes concurrent source
publication/version saves, policy-only tightening/restoration,
referencing-agent fanout, company isolation, no-op counters, supporting
files, rename/deletion, rollback, private-source access, pinned/latest
bytes, and unassignment.
- Earlier stack validation passed workspace typecheck/build. Fresh
hosted CI and review must verify the rebased head before handoff.
- The broad local suite was previously limited by an unchanged
diagnostic test that rejects "private" in an error stack under this
/private/tmp worktree; that unchanged suite passed all 108 tests in the
original checkout. Hosted full-suite checks provide exact-head
verification.
- Diff whitespace and full PR secret/PII scan passed.
- All hosted CI/security checks are green on `58b065941`; fresh standard
Greptile and Apex both returned 5/5 with no findings or unresolved
threads. The PR targets master and is mergeable without conflicts.

## Risks

- Apply migration 0348 after the runtime-stream migration in #16499.
- Content invalidations include pinned assignments. The resolved version
stays pinned; consumers can avoid writes when its version/hash is
unchanged.
- Project access and source changes invalidate only agents assigned
skills from the affected sources. Company policy still invalidates the
company. Source polling bookkeeping and popularity counters do not
create work.
- The reader rebuilds installed caches without upstream requests.
Concurrent changes cause a bounded retry and then a conflict.
- Private transport integration and live remote computer qualification
remain separate.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-16 08:28:47 -07:00
Nicky LeachandPaperclip 9f4a956b90 Add durable agent runtime synchronization hooks (#16499)
## Thinking Path

> - Paperclip manages agents and their runtime configuration.
> - Plugins can maintain external agent computers.
> - Configuration and file saves currently miss durable plugin delivery.
> - A transient activity notification cannot recover after interruption.
> - This pull request adds an opt-in agent runtime resource stream.
> - The existing dispatcher delivers and acknowledges its committed
work.
> - Plugins can prepare computers when configuration changes.

## Linked Issues or Issue Description

Related: #15631 and #16203 establish agent lifecycle and native durable
delivery.

**Problem**

Plugins cannot reliably react to agent configuration and instruction
changes without polling or waiting for execution.

**Proposed solution**

Add an opt-in `agent_runtime` stream to the existing resource journal.
Record changes at the database mutation and managed file audit
boundaries. Wake the dispatcher with content-free commit notifications.
Provide scoped runtime inputs to the selected lifecycle plugin.

**Alternatives considered**

Route-only activity events miss service and background writers.
Scheduled scans delay changes and repeatedly query unchanged state.

**Roadmap alignment**

This extends the existing plugin and agent configuration work.

## What Changed

- Add durable update/delete events for agent runtime state, including an
existing-agent baseline.
- Capture configuration changes, instruction edits, deletion, restore,
and managed run writeback.
- Add commit notifications and a reconnect scan. Register one listener
for configured, enabled runtime subscribers. Release it when none
remain.
- Keep HTTP startup independent of queued plugin callbacks.
- Add `ctx.agents.getRuntime`. Require lifecycle capability, invocation
company, enabled plugin, and owning lifecycle selection.
- Keep legacy agent/project subscriptions isolated. Manual inbox reads
retain both legacy streams.
- Resolve recovered instruction paths without reading or hashing bundle
contents. Use the company reporting graph for runtime health.
- Repair missed file events on identical save/deletion retries after a
journal failure; preserve content tokens and conditional-write checks.
- Correlate file audits with runtime revisions to deduplicate recorded
retries without a new table. Bound the lookup with the existing
company/timestamp index.
- Document the contract, migration, access boundaries, and
session-connection requirement.

## Verification

- Rebased the full stack onto origin/master after #16507.
- Final replayed stack: `pnpm -r typecheck` and `pnpm build` passed.
- All 132 affected runtime, skill, connector, publication, instruction,
managed-agent, and delivery tests passed after the latest-master rebase.
Workspace typecheck and build passed.
- Journal failure injection verifies recovery on identical file writes,
deletions, and instruction retries from an acknowledged inbox.
- Deduplication follow-up: 80 runtime/instruction/delivery tests and
server typecheck passed. Repeated retries create no audit/events; old
hashes returning after an intervening commit still repair delivery.
Built-in/native instruction writer regressions passed all 56 tests.
- PR 1 follow-up tests cover valid/cyclic reporting chains, listener
registration failure, multiple subscribers, global/company disable,
re-enable, unload, and startup with blocked callbacks.
- Database coverage includes rollback, journal failure, no-op
suppression, file saves/deletion, ordering/replay, owner/company denial,
independent-client commits, and real listener loss/reconnect.
- SDK/shared suites passed 1,059 tests during implementation.
CLI/delivery regressions also passed.
- Migration safety, map checks, diff whitespace, and local secrets/PII
scan passed.
- Hosted CI and security checks are fully green at `b296405e2`. Standard
Greptile and Apex both returned 5/5 with no unresolved findings.
- The broad local suite encountered an unchanged diagnostic test that
rejects the word "private" from an error stack. This worktree lives
under /private/tmp. The same unchanged diagnostic suite passed all 108
tests in the original checkout. Hosted full-suite checks provide
exact-head verification.

## Risks

- Apply migration 0347 before enabling a runtime subscriber. Runtime
notifications require session-level PostgreSQL LISTEN. Transaction-mode
poolers are unsupported for this opt-in feature.
- Database triggers share the mutation transaction. Journal failure
prevents configuration commits. Trigger work adds a journal insert to
relevant changes.
- Filesystem publication and SQL commit are separate boundaries. Direct
filesystem edits do not emit hooks. External clients must fence stale
revisions and retain conditional-write checks.
- The reader returns only that plugin's own instance secrets. Keep them
out of UI data, logs, plugin state, and agent files.
- No private transport integration or live remote computer qualification
is included.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-16 07:53:04 -07:00