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DottaandPaperclip 12f70d0d4c Keep Slack form custody and receipt transfer durable (#19825)
## Thinking Path

> - Paperclip manages work for AI-agent companies.
> - Chat connections deliver provider messages and user answers.
> - Slack requires a response within its original three-second deadline.
> - Forms and their delivery receipts must survive retries and tenant
restarts.
> - This change uses the existing connector queue and durable form
owners.
> - Current authorization, exact receipt checks and normal ACK rules
stay in force.
> - The tenant can settle useful work while keeping the connection
enabled.

## Linked Issues or Issue Description

Refs #19019 and #19348. Companion Cloud PR:
paperclipai/paperclip-cloud#1250.

## What Changed

- Preserve form grants, sessions, encrypted evidence, terminal receipts
and company-authorized Retry.
- Check initial form enrollment before the provider send. Keep a typed
preparation wait only while an exact current enrollment obligation
exists.
- Refund the attempt only when the claimed attempt and credential lease
still match and provider invocation has not started. Possible or
accepted sends retain uncertain-delivery custody. An ordinary error with
the same text still uses the normal five-attempt limit.
- Notify the existing publication worker when normal enrollment commits.
Reconstruct pending work from durable state after a lost reply or owner
restart.
- Page settled history before proving idle safety. Keep unfinished,
malformed and foreign receipts visible beyond the first 1,000 rows.
- Keep Slack callback, answer, receipt and ACK rules in their provider
owners. Support body-bound Cloud idle capabilities when a complete
catalog exceeds the header budget.
- Add focused regression coverage, an enabled quiet/reactivation recipe
and explicit fixture port checks.
- Keep SDK evidence tests tied to a normally built reviewed reference,
with a separate strict refusal for actual unreviewed CI outputs.

## Verification

App head: `6284d6881b5dc38a9ee149bcbde35e69a67dd8ca`, including actual
master `dff8bed007e01c32f3826144b893ec80603d1335`. Companion Cloud head:
`f83b38187dc7e6b2e219fe865dc16d268cc66fdb`, including actual Cloud
master `b1dcc3421a91efffee631a61536cf48f357c22fc`. Cloud #1250 is merged
at `1d07d81f23d4627ab7b6dcf49176b4128a2f8f9b` after exact-head passing
checks and complete Greptile 5/5. Current exact-head CI typecheck,
build, tests and aggregate verification are green; the complete edited
Greptile review is 5/5 and all 13 review threads and nested comment
pages are resolved.

- Both latest enrollment findings were reproduced against the preceding
product. The pure readiness control returned no wait for the first
enrollment. The real-PostgreSQL control observed a provider call while
that enrollment was still staged.
- The repaired source passes three whole files: 21 readiness controls,
80 real-PostgreSQL milestone controls and 37 tenant-actor middleware
controls. All 138 pass with zero excluded or TODO cases. The SQL case
reconstructs the worker through seven waits, preserves the attempt
budget, recovers a controlled lost enrollment reply, and commits one
provider-port call and one exact grant. Replaying the selected attempt
does not duplicate them. Authorization, SDK and enrollment-response
ports are controlled in that SQL case.
- The same files cover ordinary five-attempt exhaustion, accepted and
possible sends, stale ownership, malformed bindings, attention states
and current actor restrictions. One synthetic mismatched-binding
parameter uses generation 2 against current generation 1; it is not
evidence for an older-generation control.
- The normal server-package typecheck passes at the measured source. It
runs the normal Runner TypeScript, protocol, SDK and declaration
prerequisites and all seven main App programs. The separate declaration
configuration is also recorded. A worker union-narrowing error was
found, fixed with an explicit callable/null branch, and verified by that
normal compiler. No cast or test relaxation was used.
- The normal merge of current master preserves all 78 owned paths and
15,783 unrelated master entries and modes. The three measured test files
and their changed feature paths are unchanged. New upstream DB code adds
only the normal nonunique concurrent native-session index and its
migration classification. Shared and adapter-utils changes alter
unrelated prompt or denial wording. The 138-case proof carries for those
unchanged behaviors; it is not reported as a rerun after the merge. The
normal Shared/SDK ensure, DB build, adapter-utils build and complete
server-package check also pass at the current merged head. Their fresh
inventory contains 8,143 outputs; canonical SQL and journal copies
match. This build did not apply the new index migration.
- Earlier real-PostgreSQL retained-history coverage reproduced the
missing proof with 1,005 settled rows. Its repair retains the existing
two-second/64-query inspection budget, current endpoint bound and exact
owner snapshot. The 46 source-bound controls cover unfinished and
invalid tails, exact cross-page action references, Retry, rollback and
lost receipt responses.
- Earlier enabled quiet/reactivation coverage produced ordinary useful
work, kept configuration enabled, accepted fresh signed work plus a
duplicate, and produced exactly one second useful reply. Its two
App-worker windows lasted at least 30 seconds with zero measured PG
writes, connection or outbound activity after settlement. That evidence
stays tied to its measured revision. A missing worker EXIT marker limits
that earlier proof; parent evidence does not replace it.
- Earlier three-second callback, terminal ACK, current-question race and
complete body-size controls remain source-bound. The
500-owner/1,000-binding body measured 313,875 bytes with a 618-byte JWT;
signature tampering failed closed.
- Final managed-provider acceptance now passes all five fresh Node
boots: A/A, A/AB, B/A rejection, B/AB recovery, B/B final. Two
independently configured, challenged, verified, linked and enrolled
Slack identities exercise ACK and retirement debt separately. Normal
provider factory/materialization delivers the configuration through a
controlled external stack-provider boundary. The registered opening
returns HTTP 200 in 21 ms within the original 3-second deadline. Two
answers persist, normal ACK is accepted, exact retirement and lost
acceptance/GC replies recover, and the original canonical snapshot
remains unchanged without duplicate provider sends or submissions.
- The separate complete committed-preflight case passes. A committed
`update_attempted` response is lost before SDK entry; normal
service-owner reconstruction after the original lease/deadline recovers
the same useful update and one answer without a second trigger. This
reconstructs service owners within one App process; the separate five
fresh Node boots cover process restart and managed signing-key rotation.
- Assertion-time PG socket reports balance 15 opens/15 closes across the
five boots and 5/5 in preflight, peak 2 and zero live sockets or
unexpected attempts. Worker terminal EXIT markers were missing and are
not replaced by parent EXIT markers. These are domain/recovery and
assertion-time connection proofs, not a new whole-worker terminal quiet
measurement. All known owners/groups closed; independent SQL audits were
empty; only successful fixture databases were removed. Earlier failed
fixture databases/logs remain retained. No product guard, deadline or
assertion was weakened. Exact runtime source and normal outputs are
unchanged by the three test files in the current follow-up, so these
source-bound proofs carry without repeating those journeys.
- The preceding App CI ran 11,312 support cases: 11,289 passed, three
SDK-evidence cases failed, and 20 external cases skipped. Normal CI
dependency setup resolved six stale Slack patch-hash references and
produced an unreviewed lock. The public SDK proof correctly refused that
lock; the tests incorrectly assumed the CI output was a reviewed
reference. The three-file test repair keeps the protected lock policy,
source/compiler/parser/Zod pins, scanner and redaction rules unchanged.
It builds an owned reviewed reference using the existing normal
Shared/SDK producers for the positive seal test, while a separate
negative requires actual unreviewed-build privacy refusal and no
retained SDK bytes. It does not relabel the CI build as certified or
admit a new lock hash.
- All four whole SDK support files pass locally: public type 30,
evidence 16, public-input synchronizer 8 and lock preparation 10,
totaling 64 with zero excluded/TODO cases in 28.73 seconds. The genuine
fresh reference build/positive seal and separate invalidated-reference
privacy refusal passed within their original 120-second bounds. Original
installed dependencies, SDK outputs/cache and runtime source stayed
unchanged; normal global setup produced only its own Runner JavaScript
outputs. PostgreSQL was denied throughout, all four worker markers were
observed, and the owned process group/private test root closed. The
local canonical-lock negative mutates only its own reference; fresh
remote CI also passes the actual resolved-CI-lock branch: all 16
evidence and 30 public-type tests pass, including the genuine
reviewed-reference positive and the strict actual-unreviewed-build
refusal. The upstream synchronizer file runs its current 10 cases in CI.
- The first complete CI attempt on this head also exposed two separate
30-second timeouts: one real reporter-artifact test and the
`agent-test-environment` module-loading hook. Full original logs remain
preserved. Their exact test, sanitizer and evidence source blobs are
unchanged from the preceding head; inspection found no deterministic
setup cause. After the original run finished, one retry of only the
failed jobs passed on the same synthetic merge
`168851e210671ebe97e7a778e8cf891807e80502`: Runner support reports
11,304 passes and 20 external skips; serialized shard 6 reports all 395
passes, including all 67 route bodies. No source, timeout or assertion
changed. This proves recovery; the original causes remain unexplained.
- The final pre-merge tree audit uses actual master
`17136a6c25ef6cb7c816a29140a4c48c2c75fb31` (refreshed after the earlier
`85dec046` audit). The expected normal squash preserves all 81 owned
paths and 15,816 unrelated master entries and modes. Only OpenAPI has
edits from both sides, and its complete content composition preserves
the new project route and token help alongside this PR's API entries.
The shared inbound selection changes preserve the same candidate set;
new concurrent indexes, Native/workspace behavior and shutdown changes
remain upstream behavior. The scoped form proof uses process agents and
does not qualify the new Native/sandbox branches. The latest
question-schema change still accepts the explicit version-1 payload
exercised here. The last master delta also changes managed AI/Native
credential refresh and writeback; those branches are outside the
measured process-agent form paths. Existing 8,143 local outputs remain
tied to their measured revision; no new whole-tree output equality or
deployed suspension is claimed.
- Reproduce the public path with
`doc/testing/slack-cloud-qualification.md`, the companion Cloud
checkout, Node 24/22 and fresh owned fixture databases. Aggregate local
`pnpm -r typecheck`, `pnpm test:run` and `pnpm build` were not rerun as
one command set. Current exact-head required CI and the complete
Greptile 5/5 review now pass; the full edited summaries and all
paginated threads were read.

Local worker quiet does not prove deployed host or Neon suspension.
Photon and Discord remain separate work; this PR completes the described
Slack slice.

## Risks

Use compatible App and Cloud readers before transferring custody.
Signatures prove authenticity; current authorization and exact ownership
still control execution. Preserve old targets, secrets and terminal
facts until their normal owners release them. Keep the managed seal
identity stable while custody remains. The required Slack adapter patch
remains pinned. Upstream's concurrent index uses the normal top-level
migration path.

## Model Used

OpenAI `gpt-6.1-sol` implemented and tested the changes. A GPT-6-based
Codex managing agent reviewed and integrated them. The host does not
expose the managing agent's exact model ID or context-window sizes. The
agents used code execution and test tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, its version and tool capabilities
- [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 related issues or PRs
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run the local tests listed above and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green for the current head
- [x] Greptile is 5/5 with no open findings for the current head
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 12:17:50 -06:00
DottaandPaperclip eb12cfc96b perf(github): activate connection work from events and deadlines (#18395)
Reviewed and verified at f77620b9a4.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-31 15:38:43 -05:00
Devin Foley 8c6cc7dccf feat(cloud): sync primary-company archive state with the Cloud control plane (#13837)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud runs managed instances and controls their lifecycle
from a control plane.
> - Inside the app, a person can archive a company. On a managed
instance, the Cloud-pinned primary company is the whole organization.
> - Today that archive stays local. The control plane does not learn
about it, so it keeps the instance running and shows the organization as
live.
> - This pull request notifies the control plane when the primary
company crosses the archived boundary, and adds two control endpoints so
the control plane can verify the state and undo the archive during a
restore.
> - The benefit is that an archived organization stops running and shows
as archived, and a restore brings the company back without manual steps.

## Linked Issues or Issue Description

No public issue exists. Description follows the enhancement template:

**What existing behavior does this improve?**

Company archive on Cloud-managed instances. Archiving the primary
company pauses agents and cancels runs, but the hosting control plane
never learns about it.

**Subsystem affected**

Server: company service, cloud-control middleware, instance routes.

**Current behavior**

A person archives the primary company. The instance keeps running. The
Cloud portfolio still shows the organization as live. Unarchive after a
Cloud restore requires manual steps inside the product.

**Proposed behavior**

The company service rings a Cloud lifecycle doorbell when the primary
company is archived or unarchived. The control plane verifies the state
through `GET /api/instance/lifecycle` before it acts. During a restore,
the control plane calls `POST /api/instance/lifecycle/unarchive-primary`
to bring the company back. Self-hosted instances are not affected.

**Reason and benefit**

An archived organization should not keep running, and its hosting
console should show it as archived. The verified read-back keeps the
doorbell a hint: a forged or duplicated ring cannot change state.

## What Changed

- New `services/cloud-lifecycle-sync.ts`: fire-and-forget doorbell `POST
{cloudOrigin}/v1/tenant/lifecycle-changed` with bounded retries. It runs
only on cloud-managed instances, and only for the derived primary
company id. It never blocks or fails the company mutation.
- `services/companies.ts`: ring the doorbell after a committed archive
or unarchive transition, in both the `update()` status-patch path and
`archive()`.
- New `GET /api/instance/lifecycle`: reports the primary company id, its
status, and how many other companies are not archived. Bound to a
`lifecycle:read` Cloud control assertion; board members can also read
it.
- New `POST /api/instance/lifecycle/unarchive-primary`: idempotent
unarchive of the primary company as a system actor. Bound to
`lifecycle:unarchive-primary`; requires instance admin otherwise.
- `middleware/cloud-control.ts`: a closed endpoint→method→action table
replaces the single hardcoded endpoint. Each assertion still authorizes
exactly one action on one endpoint.
- `services/cloud-instance.ts`: the primary-company id derivation moves
here as the single definition; `middleware/auth.ts` delegates to it. The
derivation itself is unchanged.

## Verification

- `pnpm exec tsc --noEmit` in `server/` is clean.
- `pnpm exec vitest run src/__tests__/cloud-lifecycle-sync.test.ts
src/__tests__/cloud-control-task-drain.test.ts
src/__tests__/instance-settings-routes.test.ts
src/__tests__/companies-service.test.ts
src/__tests__/cloud-tenant-company-provisioning.test.ts` — all pass.
- New tests cover: doorbell env-gating, retry bounds, no-throw contract;
the read-back status and sibling count; idempotent unarchive and the
admin gate; non-cloud 404s; control-assertion action binding for the new
endpoints, including cross-action and wrong-method rejection; and a
companies-service test that proves the doorbell rings exactly on
archived-boundary transitions.

## Risks

- Self-hosted instances see no behavior change: without a Cloud signal
the doorbell is a no-op and the endpoints answer 404.
- The doorbell is advisory by design. The control plane verifies through
the read-back before it acts, so a lost or duplicated ring cannot
corrupt state.
- The unarchive endpoint reuses the existing `companyService.update`
path, so agent reactivation and activity logging behave exactly like an
in-product unarchive.

## Model Used

- Claude Fable 5 (`claude-fable-5`), via Claude Code CLI, extended
thinking and tool use enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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
2026-09-22 17:49:15 -07:00
Devin Foley daea92b647 feat(server): accept a Cloud control assertion on the task-drain endpoint (#13125)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server has a task-drain admission hold so operators can stop new
agent work and wait for quiescence before maintenance
> - Cloud deploys restart tenant containers, but the Cloud control plane
has no sanctioned credential for the drain routes, so agent runs are
killed mid-restart
> - The only Cloud credential this server trusts is the runtime identity
assertion, deliberately scoped to the one-time bootstrap health call
> - This pull request adds a disjoint, action-bound Cloud control
assertion accepted only on the task-drain endpoint
> - The benefit is that Cloud can hold new work and drain a stack before
it restarts the container, through the same authorization and audit
paths a human operator uses

## Linked Issues or Issue Description

Refs #12485 (the task-drain admission hold this makes reachable for the
Cloud control plane).

**Problem or motivation**

Cloud deploys restart the container without stopping agent work first.
The task-drain hold from #12485 exists for exactly this, but its routes
require instance-admin board authority. The Cloud control plane holds no
such credential: the runtime identity assertion is accepted only on `GET
/api/health`, by design. So in-flight runs die at every deploy.

**Proposed solution**

A second, deliberately disjoint use of the same Cloud signing key
(`PAPERCLIP_CLOUD_RUNTIME_IDENTITY_JWKS`): a control assertion with its
own JWS type (`paperclip-cloud-control+jwt`), its own audience, an
`action` claim, a request id, and a short maximum lifetime. A new
middleware accepts the `x-paperclip-cloud-control` header only on
`/api/instance/task-drain`, binds each method to one exact action
(`task-drain:read` / `task-drain:start` / `task-drain:stop`), verifies
the assertion against the configured JWKS and
`PAPERCLIP_CLOUD_STACK_ID`, and installs a synthetic instance-admin
board actor so the existing route authorization, validation,
transactional audit, and activity publishing run unchanged (audit rows
record actor id `paperclip-cloud`). The header is rejected with 400
anywhere else, so it can never become an ambient credential. The board
mutation guard exempts the new `cloud_control` source exactly like the
other non-browser lanes.

**Alternatives considered**

Widening the existing runtime identity middleware would conflate a
one-time bootstrap claim with a repeatable management credential and
weaken both. A per-stack minted instance-admin API key would work with
no auth change but adds a long-lived privileged credential per tenant to
store and rotate. The action-bound short-lived assertion keeps
authorization per-call and stateless.

**Additional context**

Self-hosted instances have no `PAPERCLIP_CLOUD_STACK_ID` and reject
every assertion — the feature is inert off Cloud. A runtime identity
token cannot replay as a control token or vice versa (disjoint `typ` and
`aud`, covered by tests). The Cloud-side caller (drain before deploy,
bounded quiescence wait) lands separately in the Cloud control plane.

## What Changed

- `server/src/services/cloud-runtime-identity.ts`:
`verifyCloudControlAssertion` plus the control
header/audience/type/action constants, reusing the existing JWKS
resolution, JWS parsing, and lifetime discipline.
- `server/src/middleware/cloud-control.ts` (new): accepts the header
only on the task-drain endpoint, per-method action binding, installs the
synthetic instance-admin actor on success, 401 on invalid assertions,
400 anywhere else.
- `server/src/app.ts`: mounts the middleware directly after the actor
middleware, so a valid assertion replaces whatever actor the request
otherwise resolved to.
- `server/src/middleware/board-mutation-guard.ts`: `cloud_control` joins
the non-browser exemptions.
- `server/src/types/express.d.ts`,
`server/src/services/authorization.ts`: `"cloud_control"` added to the
actor source unions.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/cloud-control-task-drain.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/heartbeat-task-drain.test.ts
server/src/__tests__/heartbeat-scheduling-suppression.test.ts
server/src/__tests__/cloud-runtime-identity.test.ts` — 87 tests, all
passing.
- `pnpm --filter @paperclipai/server exec tsc --noEmit` reports no new
errors against the base commit's known pre-existing set.
- The new suite covers: acceptance per method, cross-action rejection,
unknown-action rejection, runtime-identity-token replay rejection,
wrong-audience rejection, wrong-stack and self-hosted rejection, expiry
and oversized-lifetime rejection, unknown-key rejection, request id
validation, endpoint containment (400 elsewhere, 400 on unbound
methods), pass-through without the header, and the mutation-guard
exemption.

## Risks

Low risk, additive. No behavior changes without the header; the header
grants nothing outside the one endpoint; each assertion authorizes one
action for at most five minutes; the existing route-level validation,
queued transitions, and audit writes are unchanged. The browser-facing
Cloud proxy strips Cloud headers, and possession of the shared
tenant-session token cannot mint an assertion (signing key never leaves
Cloud).

## Model Used

Claude (Anthropic) — Fable 5 (`claude-fable-5`), extended thinking,
agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
(module doc comments carry the contract)
- [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
2026-09-10 11:56:28 -07:00