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Devin FoleyandPaperclip 6d44b80a5e feat: expire closed git worktrees with unsaved work behind restore points (#17248)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

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

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

## What Changed

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

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

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

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 16:50:15 -07:00
DottaandPaperclip 9bf7dc0c8f feat(agents): bulk edit connections and default models (#17215)
Add harness-scoped bulk connection and default-model edits to the agent roster, with compatible choices, change previews, per-agent save results, and retries.

Use an icon-based harness filter, keep agent rows readable, remove the status selector and selection hint, and redirect legacy status URLs to the full roster.

Preserve authorization, audit history, unrelated settings, and optimistic concurrency checks through the existing agent update route.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-22 18:47:06 -05:00
Dotta 46760cc588 fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations show requests in the feed and above the message
composer.
> - Earlier fixes kept dismissed questions in history, but excluded
completion reviews and other request kinds.
> - Closing those forms left a pending badge, and the server could still
demand a response.
> - This pull request saves human dismissal and removes the request from
composer reminders and ordinary completion gates.
> - People can continue the conversation and reopen the request from
history.

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

Dismissing a completion review closed its form but left it counted as
pending. It could return after reload, block a retry, or cause the agent
to demand another response. Raw runtime requests could also lose their
only usable control when dismissed.

**Expected behavior**

Dismissal leaves an accessible request in the feed and clears the
composer form and pending count. It persists after reload. It does not
submit an answer, approve an action, or wake the agent.

**Steps to reproduce**

1. Open a task with a pending completion review or another composer
request.
2. Dismiss the request, then reload the task.
3. Check that the composer stays clear and the feed entry can reopen the
request.

## What Changed

- Add nullable dismissal fields and a human-only dismissal endpoint with
company, private-task access, resolver, and locked review-policy checks.
- Persist saved-request dismissal on the server. Keep browser
persistence for raw runtime requests and existing question dismissals.
- Keep confirmations, choices, item verdicts, suggested tasks, and
runtime requests accessible in the feed.
- Exclude dismissed ordinary requests from completion and retry gates.
Tell agents not to repeat deferred requests.
- Preserve tool, secret, connection, plan, company-policy, and
configured review authorization gates. Expire deferred non-question
requests when their task completes.
- Preserve the selected form when another dismissal finishes saving.
Keep reopened reviews visible through delayed comment refreshes.
- Add a completion-review Storybook test drive and update design, API,
database, and capability documentation.

## Verification

- `pnpm -r typecheck`: passed. The final UI changes also passed the UI
typecheck.
- `pnpm build`: passed. The final UI changes also passed the UI
production build.
- Focused UI and transcript tests: 550 passed across nine files after
merging the current base branch.
- Focused database, completion, and prompt tests: 105 passed across
three files, including two review-policy regressions that failed before
the fix. The tests reject a review requester excluded by current policy,
preserve the pending gate on denial, and permit an independent reviewer
to defer the request.
- Route regression suite: 81 passed, including denial before reading or
mutating a private-task request.
- `pnpm check:token-gates`: passed.
- Map and Storybook structural checks: passed; 30 map/catalog script
tests passed.
- Browser: used the production task-thread components in the
completion-review fixture. Dismissed, reloaded, reopened from the feed,
and dismissed again. No pending badge or composer takeover remained.
Story callbacks simulate API saves; separate server tests cover
persistence and permissions.
- `pnpm test:run`: stopped after the general-server group reported one
failure in `workspace-runtime.test.ts`: "returns a bounded structured
conflict and exposes only same-company workspace references". The same
test passed in isolation (1 passed, 178 skipped). The cause of the
full-suite failure is not established. The full PR CI suite subsequently
passed on e243cbb001; its two authorization review findings are fixed in
9e1b4478b3. Fresh [full
CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846)
passes on 9e1b4478b3, including the previously failing server and
browser shards. All 54 executed checks passed; two optional Storybook
deployment/visual jobs were skipped. The legacy security status also
passed. Fresh Greptile review is 5/5, the security scan passes, and no
review threads remain open. This full CI run settles the merge gate; the
earlier local workspace-suite failure remains recorded above because its
cause was not established.
- Additional verification: the original failing browser journey passed
locally after the delayed-refresh fix. The expanded page-reload case
also passes on 9e1b4478b3 (52.7s): dismiss, reload, reopen, approve, and
receive the actual tool failure in the continuing task. It exposed a
fixture reading an accepted request before tool execution finished; the
fixture now waits for a stored execution result. The first reload
attempt stopped on a still-loading page at the default five-second
assertion; the reload now uses the suite’s navigation allowance. A
controlled server-restart run timed out waiting for server health before
the UI assertions. Local route-suite runs timed out during concurrent
module loading; sequential imports passed all 81 tests, including the
privacy regression.
- Initial verification failures: a missing SDK build and a story fixture
type error were fixed. PostgreSQL bootstrap then failed because the host
had exhausted its semaphore allowance. After explicit operator approval,
64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live
process was stopped. The database regressions then passed. The
raw-runtime regression exposed a missing feed control; the
implementation now preserves that entry and the regression passes.

## Risks

- Apply the additive database migration before the new server code. It
adds two nullable columns and does not change existing decisions.
- A dismissal is shared task attention state. Only a human with task
read access and current resolver/review authority can persist it. Review
policy is checked under the task lock. The operation is idempotent and
records the dismissing user.
- Raw runtime dismissal remains specific to a browser. Saved interaction
dismissal persists across browsers.
- A deferred review is not an approval. Tests retain protected-action
and configured review gates.
- The browser walkthrough uses a fixture. This branch has not been
deployed to a live instance.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 18:37:36 -05:00
Devin FoleyandPaperclip 12bb7e1976 feat: track git workspace restore points and apply their retention (#17241)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

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

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

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

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 15:52:04 -07:00
TonioandClaude Fable 5.1 341b622604 feat(ui): Artifacts V1 behind an experimental setting — Artifacts page, panel tab and task thread (#17228)
## Thinking Path

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

## Linked Issues or Issue Description

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

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

- Claude Fable 5.1 by Anthropic, model ID `claude-fable-5-1`, used
through Claude Code in the desktop app. Extended reasoning was on.
Capabilities used: tool use (shell, file edits, a headless Playwright
browser for the lab's measurements, the Figma MCP server for the mocks
during the lab work) and image input. The context window is the Claude
Code session's; its exact size is not surfaced to the session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (#17213 is the lab this builds on)
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (the suites listed above;
CI runs the full set)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (the
plan document; no command or product behaviour changes outside the
setting)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-22 15:14:58 -07:00
Devin FoleyandPaperclip 30f402f5fe feat: add a library to capture and restore git workspace restore points (#17238)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each issue's agent works in a git worktree that Paperclip keeps on
the instance's disk
> - Git cache expiration removes a closed issue's worktree only when the
remote can reproduce it exactly: every commit pushed, nothing
uncommitted
> - Most closed worktrees fail that test, so they are kept forever and
disks fill up
> - A restore point that saves only the part the remote cannot reproduce
would let those worktrees be removed without losing work
> - This pull request adds the library to capture, verify, encrypt and
restore such restore points, with no callers yet
> - The benefit is a small, reviewable foundation for removing unpushed
and uncommitted worktrees safely in follow-up changes

## Linked Issues or Issue Description

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

**What happened?**
Closed issues' worktrees accumulate without bound. With
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and dry run off, one
instance's last 111 expiration checks expired nothing. The skip reasons
were:

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

Without expiration, the terminal workspace reaper only archives merged,
clean worktrees. One local instance archived 37 workspaces across about
6,200 sweeps.

**Expected behavior**
A closed worktree can be removed once anything the remote cannot
reproduce is saved, and restored exactly if the work resumes.

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

**Paperclip version or commit:** `master` at def4726bea.
**Deployment mode:** any; observed on a server instance and a local
instance.
**Agent adapter(s) involved:** not adapter-specific (core bug).

## What Changed

New `server/src/services/git-restore-point.ts`, a library that nothing
calls yet:

- **`captureRestorePoint`**
- Snapshots the index and the working tree as deterministic commits in a
temporary object store. The store borrows the repository's objects
through alternates and writes none of its own into the repository.
- Bundles those snapshot commits, unpushed commits, and commits
reachable only from the reflog or `ORIG_HEAD`, against the remote
commits as prerequisites.
- Returns `null` when the remote can already reproduce everything.
Refuses to capture when more than 50 history-only commits exist, rather
than dropping any.
- **Leaves out:** ignored files (such as `node_modules`), and untracked
`.env` and `.env.*` files. Provisioning recreates environment files with
current secrets. Edits to tracked environment files, such as
`.env.example`, are captured.
- **Skips** nested untracked repositories, paths with a filter
attribute, gitlinks and changes over size limits rather than capturing
them partially. Special files are ignored, because git never tracks
them.
- **`currentRestorePointSnapshot`** recomputes the snapshot ids, so a
caller can prove nothing changed between capture and deletion.
- **`importRestorePoint`** verifies the bundle's prerequisites and refs
against the manifest, then imports the objects without leaving refs
behind.
- **`applyRestorePoint`**
  - Requires `HEAD` to match.
- Restores the working tree (`git apply`), the index (`read-tree`) and
non-default file modes.
- Then recomputes the snapshot and requires it to equal the captured
one.
- **`sealRestorePoint` / `openRestorePoint`**
- Encrypt with a fresh AES-256-GCM key per restore point, with the
restore point's identity as additional authenticated data.
- The data key is wrapped by the instance secrets provider
(`localEncryptedProvider`), the same pattern already used for saved
Claude settings.
- Opening checks the ciphertext hash, the key's bound identity, the GCM
tag, and the plaintext hash and size.
- **Isolation:** every git command runs with system and global config
disabled, hooks disabled, and line-ending conversion off.
- New `server/src/__tests__/git-restore-point.test.ts`.
- No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-restore-point.test.ts` (in
`server/`): 18 passed, using real repositories and a bare remote. The
cases:
- **Full round trip** into a fresh clone that lacks the unpushed
commits, covering:
    - two unpushed commits;
    - staged and unstaged edits of the same file;
    - a deletion, an untracked file, a symlink, `0755` and `0600` modes;
    - `node_modules` and `.env` files left out.
- **No-op:** capture returns `null` for a reproducible workspace, and
creates no objects in the repository (`fsck --unreachable` stays empty).
  - **Snapshot ids** are deterministic and change when contents change.
- **History-only commits** are preserved and leave no refs after import.
- **Skips:** nested repositories and size limits. Special files are
ignored.
  - **Rejections:** missing prerequisites and `HEAD` mismatches.
- **Encryption:** tampering, truncation, a wrong identity and a
different master key are all rejected.
- **Review regressions:** edits to a tracked `.env.example` are
captured; staged files whose contents match the index get limits and
modes; permission-only changes change the snapshot; a configured `diff`
textconv does not alter restored bytes; more than 50 history-only
commits refuses capture.
- **Mutation checks:** removing the `.env` exclusion or the index
restore fails the round trip, and removing each review fix fails its
regression test.
- **Stability:** 12 consecutive runs passed. An earlier version copied
the index for the working-tree snapshot and was racy when a file changed
within the same second. It now starts from `HEAD`'s tree instead.
- `pnpm run typecheck` (in `server/`): pass.

## Risks

- **No behavior change:** nothing calls the library yet.
- **Follow-ups:** wiring it into expiration (storage, metadata
versioning, restore on reopen and on the next run, and retention) comes
in separate PRs behind configuration that defaults to off.
- **Key dependence:** a restore point is only as recoverable as the
instance's secrets master key. The follow-up wiring will refuse to
create restore points when that key is not durable.
- **Rollback:** revert.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 15:14:51 -07:00
Devin Foley 059ae49cab feat(connections): add Unikraft Cloud connection (#17139)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps connections give agents governed access to external services
through vault credentials, grants, action policies, the tool gateway,
and audit.
> - Unikraft Cloud runs unikernel micro-VMs, services, and volumes
across regional metros, and it offers a sandbox plugin for commands and
files.
> - Unikraft is not in the catalog. It has no hosted MCP server, so the
generic "Connect your own MCP server" flow cannot reach it.
> - Daytona (#16483) added a native REST pattern for this case: a
catalog generated from the provider's published OpenAPI specifications
and executed through the gateway.
> - This pull request adds Unikraft on that pattern and moves the shared
native-provider code into one registry, so the shared connection code
does not name each provider.
> - The benefit is governed agent access to all published Unikraft
actions, with the token kept in the vault and sent only to published
Unikraft hosts.

## Linked Issues or Issue Description

Refs #16483

**Problem or motivation**

Teams that run workloads on Unikraft Cloud want their agents to list
instances, read logs, deploy and scale services, and run commands in
sandboxes. Unikraft is not in the Apps catalog. Unikraft has no hosted
MCP server, so operators cannot connect it through the remote MCP flow.

**Proposed solution**

Add a native Unikraft connection. Generate its actions from Unikraft's
official OpenAPI specifications for the platform API and the sandbox
plugin. Pin the specifications to a reviewed commit. The operator
connects an API token. The token stays in the vault and goes only to the
five published metro hosts. Every action takes an optional metro.
Actions without a metro use the connection's default metro, which the
operator can change under Advanced.

**Alternatives considered**

A catalog-only AppDefinition was not possible because no hosted MCP
endpoint exists. Wrapping the `unikraft` CLI was rejected because it
would expose host filesystem behavior and CLI login state. A second copy
of the Daytona bridge was rejected; the shared transport and catalog
contract are now one module with a provider registry.

**Roadmap alignment**

This extends the existing Apps and Connections provider coverage. It
uses the existing credential, grant, policy, gateway, and audit model.
It does not overlap planned core work.

## What Changed

- Added `scripts/generate-unikraft-tools.mjs` and its tests. The
generator reads the platform and sandbox plugin specifications at commit
`5dd107ea1cd8716b83cb86a83ed2a6ee46f99b5b`, resolves shared parameters,
records source SHA-256 hashes, and writes
`server/src/services/unikraft/operations.generated.json`.
- The catalog has 105 actions: 89 platform operations and 16 sandbox
plugin operations. The server-sent audit event stream is recorded in the
inventory and is not advertised as an action.
- Classification: GET operations and sandbox reads and waits are reads.
Delete, stop, suspend, detach, unpin, and sandbox command execution,
signals, and stdin are destructive. All other operations are writes.
- Added `server/src/services/connectors/unikraft/client.ts` and its
generated catalog. It validates arguments against the generated schemas,
accepts only published metros, rejects path traversal, sends JSON bodies
on GET and DELETE as the specification requires, and verifies the token
with `GET /v1/users/quotas`. A sandbox wait that times out (documented
HTTP 408) returns a still-running result instead of a failure.
- Moved the bounded, credential-redacting HTTP sender and the catalog
contract helpers from `daytona.ts` to `native-rest-client.ts`. Added
`native-provider-catalogs.ts`. `tool-access.ts`, the
`tool-access/catalog` and `token-broker` modules,
`connectors/tool-policy.ts`, and `tool-gateway.ts` now use this registry
instead of Daytona-specific checks. Daytona behavior does not change.
- Added the Unikraft definition source, the generated definition, the
brand mark and manifest entry, and the permission review (`liveProof:
not-run`).
- Added `doc/connections/UNIKRAFT.md` with a sequence diagram,
endpoints, setup, actions, and limits. Updated the connections README,
the permission audit, and both capability maps.
- Tests: definition shape, database-backed gateway reads, writes,
deletes, and sandbox commands for personal and shared grants, default
and per-call metros, rejection of unpublished metros and traversal, Off
policies, revocation, stale-contract blocking, credential export denial,
schema validation for all actions, pinned-transport tests for GET and
DELETE bodies, and a browser setup check.

## Verification

- `pnpm exec vitest run packages/shared/src
server/src/__tests__/unikraft-connection.test.ts
server/src/__tests__/unikraft-http-boundary.test.ts
server/src/__tests__/daytona-connection.test.ts
server/src/__tests__/daytona-http-boundary.test.ts
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/tool-gateway-service.test.ts
server/src/__tests__/tool-gateway.test.ts
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/lib/app-brand-assets.test.ts` plus `connector-tool-policy` and
`tool-catalog-publication`: all passed after the rebase onto the split
tool-access modules.
- `node --test scripts/generate-unikraft-tools.test.mjs
scripts/generate-daytona-tools.test.mjs
scripts/app-brand-validation.test.mjs`: 20 passed.
- `node scripts/check-app-brand-assets.mjs`, `node
scripts/check-maps.mjs`, and `git diff --check`: passed.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui
typecheck`: clean.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/unikraft-connector.spec.ts
tests/e2e/daytona-connector.spec.ts`: 2 passed.
- `node scripts/generate-unikraft-tools.mjs` regenerates the committed
catalog with the recorded hashes.
- Manual: on a local instance, open Connectors, search for Unikraft, and
select **Add key**. Confirm the icon, the password field, the key
guidance, and the default metro select under **Change**.
- Not verified: a real Unikraft account. Live provider read and write
proof is pending.

## Risks

- A Unikraft token acts for the whole organization in every metro.
Unikraft offers no narrower token permissions. Assign only trusted
agents and review action permissions.
- Sandbox actions run arbitrary commands inside the selected instance.
They are classified as destructive.
- A timed-out write can still complete at the provider. The bridge does
not retry writes automatically.
- New metros fail closed until the specification is regenerated and
reviewed. Legacy `*.kraft.cloud` hosts are not reachable.
- The Daytona refactor moves code without behavior changes. All Daytona
tests pass without edits.
- The generated JSON snapshot is large because it holds the provider
input contracts. No migration or lockfile change is required.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, 1M context
window, used through Claude Code with tool use (shell, file editing, web
research, browser tests).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 15:14:26 -07:00
DottaandPaperclip 4dfcb4c9b8 refactor(tools): isolate connection access and removal (#17167)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Maintenance of connection audiences, delegation, installation and
removal.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:39:00 -05:00
DottaandPaperclip f7210cd31f refactor(tools): isolate catalog ownership (#17165)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:38:59 -05:00
DottaandPaperclip ba9e6e4bc5 refactor(tools): isolate authorization lifecycle (#17162)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Maintenance of browser authorization and credential-sharing lifecycle.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:43 -05:00
DottaandPaperclip 4fdef9457f refactor(tools): isolate credential ownership (#17161)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:43 -05:00
DottaandPaperclip ffcd113761 refactor(tools): isolate runtime and activity ownership (#17159)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Maintenance of tool runtime administration and execution activity views.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:42 -05:00
DottaandPaperclip a42f213244 refactor(tools): isolate connection token broker (#17157)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Maintenance and verification of connection token issuance for agent
runs.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:42 -05:00
DottaandPaperclip 233753e577 refactor(tools): isolate profile ownership (#17155)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tool profiles select the actions each agent can use.
> - Profile reads, review, mutation and assignment resolution shared a
large OAuth and connection service.
> - Those paths have their own company checks, lock order and database
projections.
> - This pull request gives profiles explicit owners while preserving
the existing transactions and public API.
> - The benefit is a smaller coordinator and a reviewable access
boundary.

## Linked Issues or Issue Description

Depends on #17147. Stack: #17144 → #17146 → #17147 → this PR. These PRs
remain open.

**What existing behavior does this improve?**

Maintenance of tool profile management and effective agent assignments.

**Current behavior**

The service entry point contains 19,293 lines. Profile behavior is
spread across its closure and returned object.

**Proposed behavior**

Profile management accepts only a database and clock. Assignment
resolution accepts three named capabilities. Projection and shared lock
functions have explicit homes. Public methods and responses remain
unchanged.

**Reason and benefit**

Reviewers can follow profile transactions, lightweight reads and
precedence without navigating OAuth setup. The entry point falls to
17,752 lines, a reduction of 1,541 lines in this PR.

## What Changed

- Extract profile management, projections and effective assignment
resolution into three modules. Their sizes are 886, 268 and 216 lines.
- Move shared actor/transaction types, identifiers and assignment locks
into named modules. Preserve the public lock export.
- Keep all database reads, transaction boundaries, lock order and method
signatures. Add no cache or background work.
- Record the next ownership cuts toward an entry point below 5,000
lines.

## Verification

- Before and after: 466 cases in `tool-access-service.test.ts` and 33
cases across profile entry validation, effective assignments and catalog
publication. All 499 cases pass with one database worker.
- Server TypeScript check and `node scripts/check-module-boundaries.mjs`
pass. `git diff --check` passes.
- Normalized syntax comparison finds all 329 pre-existing
function/method bodies unchanged. Wiring passes the unchanged public
service tests.
- The previous stack passed full typecheck and build. Its full local
test run was interrupted and remains unverified; its complete CI matrix
passed. This PR will record its own current-head CI result below.

- Current-head CI is green. Current review: Greptile is 5/5 at
`0f5c85905e`, with no inline review threads.
- CI failure preserved: [general server shard
1](https://github.com/paperclipai/paperclip/actions/runs/39704932041/job/119582710174)
failed the unchanged workspace-runtime test that replaces an unhealthy
local process. The replacement refused connections for its original
10-second readiness budget. The fixture and runtime service are
unchanged and do not import tool-access. One isolated run passed without
changes or timeout increases. The failure log is preserved; the cause is
not reproduced. Only that failed job was retried; it passed at the same
head without code changes. The original failure remains recorded above.

## Risks

- Moving profile mutations could change transaction clients or lock
order. Both are unchanged and the existing database tests cover
publication and assignment behavior.
- Effective assignment resolution still uses the same
installed-connection loader and full catalog projection. The lightweight
path still omits large schema and metadata fields.
- No schema, public API or access policy change is intended. Existing
tests provide characterization coverage; no new test mirrors the
extraction.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:42 -05:00
DottaandPaperclip 4413bb262f refactor(tools): isolate OAuth protocol boundaries (#17147)
## Thinking Path

> - Paperclip manages AI agents and their access to external tools.
> - Tool connections use OAuth to obtain credentials from remote
providers.
> - The tool-access service mixed provider protocol parsing with
database and secret writes.
> - This made protocol changes hard to review without reading the full
coordinator.
> - This PR gives discovery, endpoint policy, and client exchange
explicit owners.
> - The coordinator keeps authorization, leases, persistence, and audit
decisions.
> - A real local provider fixture checks the boundary through public
routes.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The ownership of OAuth discovery, registration, token exchange, and
client metadata.

**Current behavior**

The tool-access service contains over 20,000 lines. Provider responses,
endpoint policy, and stateful operations share the same closure.

**Proposed behavior**

Small protocol modules accept settings and named request capabilities.
They return normalized results. The service owns durable state and
existing public exports. This is part 3 of the stack: #17144, then
#17146, then this PR. It targets #17146's branch. Review only this PR's
diff.

## What Changed

- Extract endpoint policy, metadata parsing/discovery,
registration/token exchange, provider error normalization, and the
public client metadata document.
- Validate remote registration responses in the protocol module. Return
client material to the coordinator for secret and connection writes.
- Remove the unused raw provider response from the internal token
result. Keep every consumed field.
- Preserve process-wide registration single-flight, service-local maps,
refresh leases, membership checks, callback checks, and transaction
ownership.
- Reuse connection-method URL normalization. Keep the endpoint setting
and clock callbacks live.
- Add a real local HTTP OAuth/MCP route fixture for public and
Basic-authenticated clients.
- Reduce `tool-access.ts` from 20,917 lines / 808,777 bytes to 19,293
lines / 749,158 bytes. The seven OAuth modules total 1,697 lines; the
largest has 582 lines. The stack removes 2,232 lines from the original
service.
- Record the next profile-resolution and token-broker boundaries in the
dated plan.

## Verification

- Baseline: 466 service cases and 80 protocol/provider-policy cases
pass. The new two-case HTTP fixture passes before moving production
code.
- After: `pnpm exec vitest run
server/src/__tests__/tool-access-oauth-protocol.integration.test.ts
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/remote-mcp-connectors.test.ts
server/src/__tests__/remote-http-rebinding.test.ts
server/src/__tests__/oauth-client-metadata.test.ts` — 508 tests pass
with one worker and disposable PostgreSQL.
- The fixture drives connect, metadata discovery, DCR, PKCE code
exchange, callback, catalog review, and finish. It checks persisted
active state, secret references, issuer/auth-method binding, and
wire-level authentication.
- `pnpm -r --workspace-concurrency=2 typecheck` passes. The sandbox-only
attempt could not open a local IPC socket; the same command passed with
local process permissions.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`
pass.
- AST comparison confirms 37 moved bodies are unchanged. Registration
protocol and persistence statements match their original halves. Token
exchange only drops its unused raw result. Preflight uses explicit
defaults and a clock callback.
- Initial fixture authoring used a nonexistent catalog enabled field;
the corrected assertion checks persisted status and reviewer identity.
An initial typecheck found optional defaults at the new boundary; the
caller now passes its already-validated defaults.
- Final-stack local verification: `pnpm -r --workspace-concurrency=2
typecheck` and `pnpm build` pass. Remote CI is green at
`3dc46c132408556ecb31038a9b9621ac20aacefc`. Greptile is 5/5 with no
actionable findings or open inline threads.

- Full local-suite limitation: `pnpm test:run` was interrupted after 79
minutes during the serial general-server phase, after CI had completed
the full test matrix. Before interruption, it flagged the unchanged
`company-search-service.test.ts` suite (26 database cases skipped). One
isolated rerun passed all 28 cases without code changes. The original
log and a pre-interruption copy are preserved. The original failure
cause was not reproduced. The full local suite and its later groups are
not claimed as passed; the complete CI matrix is green on this stack.

## Risks

- OAuth endpoint checks and issuer/resource binding are security
boundaries. Existing denial, redirect, scope, DCR, secret-redaction, and
refresh tests cover the preserved paths.
- A moved closure could capture stale policy or split
registration/refresh ownership. The new modules hold no mutable state.
Policy is read through the existing callback, and state stays in the
service.
- The local fixture proves real HTTP and database behavior. It does not
claim a live third-party provider sign-in.
- No schema, API, authorization policy, or persisted-data migration
changes are intended.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:41 -05:00
DottaandPaperclip 8e95caf9ae refactor(tools): isolate connection method projection (#17146)
## Thinking Path

> - Paperclip manages AI agents and their access to external tools.
> - Connection methods define operator settings and managed tool
arguments.
> - Setup, catalog discovery, and gateway invocation must use the same
projection rules.
> - These rules were embedded in a large database service.
> - This PR gives them one module with a narrow settings contract.
> - Existing provider policy modules still decide their
provider-specific restrictions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Connection method configuration and tool input projection.

**Current behavior**

The tool-access database service owns settings validation and pure
input/schema transforms. Callers import these through the service.

**Proposed behavior**

A connection-method module owns these transforms and accepts only
connection settings. Existing imports remain compatible. This PR depends
on #17144 and targets its branch. Review only this PR's diff. It is part
2 of the three-PR stack. #17147 follows this PR.

## What Changed

- Move method selection, settings validation, and header/schema/argument
projection into `tool-access/connection-methods.ts`.
- Replace database row parameter types with required config and
transport settings. No new validation is added inside typed calls.
- Keep Honcho, Google Chat, and Gmail policy in their existing modules.
Preserve their call order.
- Retain the service's public exports for routes, gateway consumers, and
tests.
- Reduce `tool-access.ts` from 21,237 lines / 820,116 bytes to 20,917
lines / 808,777 bytes. The new module is 359 lines / 12,665 bytes.

## Verification

- Baseline: all 466 tool-access service tests and 80
protocol/provider-policy cases pass before the move.
- After: `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/memory-connectors.test.ts
server/src/services/google-chat-tool-policy.test.ts
server/src/services/gmail-tool-governance.test.ts` — 506 tests pass with
one worker and disposable PostgreSQL.
- `pnpm --filter @paperclipai/server exec tsc --noEmit` passes after the
existing workspace prerequisites were built.
- AST body comparison confirms the 11 moved functions and private record
parser are unchanged. `git diff --check` passes.
- The first typecheck found optional config in the public DTO. The new
input type now states the existing required-config invariant directly.
- Final-stack local verification: `pnpm -r --workspace-concurrency=2
typecheck` and `pnpm build` pass. Greptile is 5/5 at
`2d0bb86b5830c0306580e3ddc8637c4994b2a75a` with no actionable findings.
- CI passed all non-browser gates. [The first browser
attempt](https://github.com/paperclipai/paperclip/actions/runs/39675461620/job/119484152569)
failed in the unchanged Cases read-only test: the status filter remained
All statuses while the announcement-dismiss locator handler interrupted
the assertion. The same test passed on #17144. The failure log is
preserved. One retry of only the failed jobs passed without code
changes; all CI gates are now green on the same head.

- Full local-suite limitation: `pnpm test:run` was interrupted after 79
minutes during the serial general-server phase, after CI had completed
the full test matrix. Before interruption, it flagged the unchanged
`company-search-service.test.ts` suite (26 database cases skipped). One
isolated rerun passed all 28 cases without code changes. The original
log and a pre-interruption copy are preserved. The original failure
cause was not reproduced. The full local suite and its later groups are
not claimed as passed; the complete CI matrix is green on this stack.

## Risks

- A projection-order change could alter managed arguments or advertised
schemas. Function bodies and call order are unchanged, and tests
exercise setup, discovery, and gateway consumers.
- Legacy Gmail method aliases, GitHub toolset headers, missing unrelated
settings, and disabled method filtering retain their previous behavior.
- The module has no database dependency, new network work, or mutable
state.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:41 -05:00
DottaandPaperclip 9db3a5726e refactor(tools): isolate GitHub access discovery (#17144)
## Thinking Path

> - Paperclip manages AI agents and their access to external tools.
> - Tool connections discover repositories through GitHub account
grants.
> - The tool-access service mixes GitHub response parsing with grant
authorization and persistence.
> - These responsibilities have different inputs and failure rules.
> - This PR puts GitHub discovery in one provider module.
> - The service keeps current authority checks and stored grant updates.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The ownership and review of GitHub access discovery in the tool-access
service.

**Current behavior**

The 21,525-line service contains GitHub pagination, account metadata
validation, and grant lifecycle code.

**Proposed behavior**

A GitHub module returns normalized access metadata. Existing service
exports remain compatible. This is the first PR in a three-part refactor
stack. No behavior change is intended. A search found no existing
tool-access refactor PR or issue.

Stack order: this PR, #17146, then #17147. Each PR targets its
predecessor.

## What Changed

- Move six functions into `tool-access/github-access-discovery.ts`.
Their bodies are unchanged.
- Keep grant selection, credential resolution, refresh retry, membership
locks, revision checks, and webhook updates in the service.
- Add public-entry characterization tests for HTTP error classification
and invalid pagination.
- Record five candidate boundaries and the initial three-PR scope in the
dated plan.
- Reduce `tool-access.ts` from 21,525 lines / 829,519 bytes to 21,237
lines / 820,116 bytes. The new module is 294 lines / 9,722 bytes.

## Verification

- Before and after: `pnpm exec vitest run
server/src/__tests__/github-grant-metadata.test.ts
server/src/__tests__/project-repositories.test.ts` — 13 tests pass.
- Before and after: `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts -t 'GitHub|github'` —
11 selected tests pass with disposable PostgreSQL; 455 cases are outside
this selection.
- `pnpm --filter @paperclipai/server typecheck` passes.
- Exact text comparison confirms all six moved bodies match the base.
`git diff --check` passes.
- The initial baseline attempt failed because the plugin SDK had not
been built. The normal workspace prerequisite build resolved it before
behavioral validation.
- Final-stack local verification: `pnpm -r --workspace-concurrency=2
typecheck` and `pnpm build` pass. CI is green at
`07e78dd1b1c26e0bd4234006766444c71e234451`. Greptile is 5/5 with no
actionable findings.

- Full local-suite limitation: `pnpm test:run` was interrupted after 79
minutes during the serial general-server phase, after CI had completed
the full test matrix. Before interruption, it flagged the unchanged
`company-search-service.test.ts` suite (26 database cases skipped). One
isolated rerun passed all 28 cases without code changes. The original
log and a pre-interruption copy are preserved. The original failure
cause was not reproduced. The full local suite and its later groups are
not claimed as passed; the complete CI matrix is green on this stack.

## Risks

- Import wiring could break existing consumers. Existing imports remain
supported and all four production call sites are unchanged.
- Provider requests retain their ordering, timeout, fixed GitHub origin,
and response redaction. The new module has no database dependency or
shared mutable state.
- Tests simulate GitHub responses. They do not qualify live GitHub
access.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:40 -05:00
DottaandPaperclip 734c265339 Default new Pi agents to Paperclip Runner (#17142)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Users choose a harness during agent setup.
> - Claude, Codex, and OpenCode already receive their qualified Runner
default.
> - Pi has a qualified native integration but new Pi agents still use
the direct adapter.
> - This change gives new Pi agents the native default on supported
targets.
> - Saved agents keep their runner and compatible settings. Legacy
remains available in Advanced.

## Linked Issues or Issue Description

Refs #17120, #14921, #14922, #14923, #14924, and #14956. Related generic
default work: #15422. This PR is the separate Pi follow-up to the merged
OpenCode change.

**Current behavior**

Choosing Pi for a new agent saves the direct Pi adapter. The native Pi
integration remains behind the generic experimental flag.

**Proposed behavior**

Default new Pi agents to ACPX Pi on macOS ARM64/x64 and GNU/Linux x64
with supported glibc. Keep unsupported targets and explicit Legacy
selections on the direct adapter. Require an explicit provider/model
before test or hire. Permit model-free inactive setup drafts.

**Reason and benefit**

Users choose Pi once and receive its qualified runner. Saved agents
retain their identity and settings. Conversions reject unsupported
legacy thinking and launch settings instead of dropping them.

## What Changed

- Add Pi to the shared platform/default contract and server creation
selection.
- Admit native Pi without the generic experimental flag.
- Preserve provider models, credentials, workspace settings, exact
thinking, and saved native policies.
- Add Pi runner controls, branding, setup resume, onboarding, built-in
configuration, and import handling.
- Add managed Pi OpenRouter routing and matching native provider API-key
accounts. Keep subscription and custom gateway exclusions. Clear
alternate credentials and reject custom Pi provider overrides.
- Keep Pi draft models empty instead of applying Claude's default model.
- Verify setup against the pinned Pi runtime. For native Pi on the
official OpenRouter route, reverify the API key live without requiring a
global Legacy Pi CLI.
- Match Pi’s bounded controller close window to its native snapshot
cleanup and lifetime verification, preserving explicit caller deadlines
and the mandatory drain/suspension proof.
- Bind Pi sidecars to the package that owns the pinned native assets,
including source and vendored server layouts. Other providers retain
their existing package authority.
- Keep protocol-owned finish/block tools out of the ACPX forwarded
catalog. The trusted bridge installs these tools itself; the complete
Rust authorization catalog and terminal receipt ledger remain intact.
This fixes actual Pi session startup and applies to other ACPX
consumers.
- Advance Copilot’s shared-source attestation to v58 because it pins the
shared files touched by Pi. Preserve immutable v57 bytes and historical
decoding; Pi’s own release identity is unchanged.
- Add regression coverage and update the paired maps and developer
documentation.

## Verification

- Passed: full repository typecheck and full production build on final
head 656d304783, including the generated attestation repair.
- Passed: focused shared/server/UI suites covering default selection,
platform fallback, conversion preservation, inactive drafts, managed
account compatibility, credential isolation, OpenRouter routing/model
IDs, exact thinking controls, and saved-account selection. Relevant
batches include 375 server/conversion tests, 267 account/routing tests,
and 110 UI setup/account tests.
- Passed: 179 attestation, historical-profile, qualified-profile, and
native-execution contract tests after CI identified stale Copilot source
hashes. The identity generator check passes; the only delta after the
passing Pi browser run is this Copilot attestation/history repair.
- Passed: 145 managed-account tests, including actual service
preparation and API-key adoption/rejection for native Pi without the
Legacy CLI; 6 pinned-installation probe tests.
- Red then green: an actual task failed session.open because its
54-operation catalog included the bridge-owned terminal tools. The
regression with those tools failed before the filter; all 399 Rust
library tests pass after it. The full product retry exposed an
additional package-authority mismatch. Four authority tests failed
before that repair; 11 authority checks and 14 installation/asset checks
pass afterward. Direct real Pi session initialization with the corrected
package root and catalog succeeds. No model prompt was sent by that
diagnostic.
- Red then green: real Pi posted Hello from Pi but its controller closed
before native cleanup could finish. The cleanup-budget test failed with
the old default and passes with the bounded Pi window. All 46 selected
suspension, drain, and package-authority tests pass after building their
native fixture.
- Passed: token gates, paired map checks, Rust formatting, and git diff
--check.
- Passed real browser acceptance on macOS ARM64, generic native runner
flag disabled, source a433748a12 (Pi code unchanged afterward): the UI
selects Paperclip Runner by default, retains Pi and the selected
model/account, and verifies the pinned runtime plus live OpenRouter key.
A fresh UI-created task, assigned to the UI-created native Pi agent,
posted exactly `Hello from Pi` and reached Done without retry or
restart. The native run and workspace finalization succeeded; the
response and Done persisted after Reload.
- Evidence: 8 preserved browser attempts, including the final passing
18-step journey with all screenshots. Prior failures remain recorded.
The earlier failed checkpoint run recovered on server restart; that
recovery is separate from the fresh final task’s clean success.
- Preserved browser failures: missing account control/inherited Claude
draft model; incompatible managed-account/model-prefix handling; generic
npm probe for Pi; Legacy CLI hello check; duplicate terminal tools and
wrong provider-package authority at actual native session.open; a real
Hello from Pi comment followed by premature checkpoint cleanup timeout.
Each failure has retained screenshots/logs and a corresponding focused
repair. The fresh final task proves these repairs end to end.
- The exact Runner Vitest shard was also run locally after the
attestation fix: the stale-hash failure is gone; 1,833 tests passed, 10
skipped, and two Codex retained-control settlement scenarios failed with
`native_cleanup_maintenance_unproven` during terminal ACK/suspension
replay. Both scenarios passed in an isolated rerun (2/2), and the same
19-test file passed in the preceding Linux CI run. The precise
full-shard timing cause is not established. These Codex scenarios are
outside the changed Pi paths; the original local failures are retained;
no complete local Runner-shard pass is claimed. The corresponding Runner
shard now passes on the final head in hosted Linux CI. All 60 final-head
check runs are now terminal and clean (55 successful, 1 neutral, 4
skipped), and the legacy Snyk status is successful.
- Local full repository tests were attempted but not completed:
provisioning briefly confused a workspace symlink, then a later run was
stopped before browser-driven repairs. No full local-suite pass is
claimed. Final-head hosted CI is green and fresh Greptile review is 5/5
with all review threads resolved; earlier jobs canceled by runner
shutdown are not counted as a pass.

## Risks

- Pi cleanup has a finite 45-second default window, accounting for the
native 30-second snapshot cleanup and 5-second lifetime fence. Other
providers and explicit caller deadlines retain their prior behavior.
- Pi requires explicit operator setup with `paperclipai runtime setup
pi` on the execution host. This PR does not add automatic downloads.
- Linux ARM64, Windows, musl, and unqualified targets retain Legacy.
- Legacy thinking levels minimal, medium, and xhigh cannot be translated
exactly. Native max thinking, warm lifecycle, or restricted permissions
cannot be dropped during a return to Legacy.
- Copilot’s bound profile advances to v58 with exact current launch
admission; v57 remains decodable for recovery. No historical identity is
rewritten.
- Existing agents and immutable run descriptors are not migrated. Cloud
Pi availability is unchanged.

## Model Used

OpenAI GPT-6 through Codex with reasoning, code editing, command
execution, and browser use. The exact serving model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 17:10:00 -05:00
DottaandPaperclip 92cfd701c3 feat: add governed Braintrust app connections (#17141)
Add hosted US and EU Braintrust OAuth and API-key connections through the existing governed MCP system.

Keep reviewed tool risks and catalog review policy in connector modules and a narrow registry. Preserve credential ownership, operator decisions, regional setup and changed-tool quarantine. Include official artwork, setup guidance, focused regressions and sanitized qualification evidence.

US OAuth has bounded live read/write, gateway, reconnect and cleanup proof. Remaining account-method and token-lifecycle qualification gaps are documented.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 16:19:58 -05:00
DottaandPaperclip efc2ddc7bf fix: stop idle login cleanup polling (#17106)
**Dependency landed:** PR #17129 is merged. This branch is rebased onto
master `0f15f82b19` and preserves its provider-owned completion
contract. The shared save path calls `notifyLoginSessionChanged(tx)`;
the cleanup module invalidates both existing sandbox cleanup workers
without selecting a provider.

## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 15:39:23 -05:00
DottaandPaperclip 0f15f82b19 feat: offer existing Claude and Codex agents a runner upgrade (#17122)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each agent stores its harness, model, account and runtime
configuration.
> - New Claude and Codex agents now use Paperclip Runner on qualified
targets.
> - Existing agents keep their legacy runner and need a clear upgrade
action.
> - The existing configuration API already translates settings and
records revisions.
> - This pull request adds an explicit upgrade action that uses that
API.
> - Operators can retain supported settings and correct rejected
settings in place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Existing Claude and Codex agent configuration. Related defaults: #15683
and #15993.

**Current behavior**

Existing agents retain their legacy runner. The operator must find the
runner selector in Advanced to change it.

**Proposed behavior**

Show Upgrade runner when Paperclip Runner is the qualified default for
the saved environment. One click saves pending edits and requests the
existing server conversion. Show any rejected settings without changing
saved configuration.

**Reason and benefit**

Operators can adopt the current runner while retaining their harness,
model, account bindings, instructions and history. Unsupported settings
remain visible and editable.

**Breaking changes**

None. Visiting configuration and saving unrelated changes do not upgrade
an agent. The server API, authorization and conversion rules are
unchanged.

## What Changed

- Add an upgrade notice, pending state, saved result and retry feedback
to the production configuration form.
- Include pending profile, runtime and environment-variable edits in the
upgrade request.
- Bind asynchronous upgrade feedback and save receipts to their original
agent. Navigating away cannot show success on another agent or redirect
back.
- Keep the notice absent for native agents, other harnesses, unavailable
targets and failed discovery.
- Add configuration/API regressions and database session-reset checks
for Claude and Codex.
- Add 13 production-page Storybook states with browser checks in both
themes and on mobile.
- Update the product contract and feature/access maps.

## Verification

- Configuration form and original-agent save receipts: 135 tests passed.
Existing agent route/rename helpers also pass.
- Runner selection, configuration API and database migration
regressions: 220 tests passed.
- Storybook browser checks: 26 passed. Interactive cases wait for
Storybook's visible Pass report. Static cases check the rendered
production form. These use simulated HTTP boundaries.
- Full typecheck, build, map checks and token gates passed on the
current head. Storybook build and public preview verification passed.
- Published fixture preview:
https://storybook.paperclip.page/storybook/branches/codex~2Fagent-runner-upgrade/?path=/story/agents-runner-upgrade--legacy-codex
- All 58 current-head PR checks passed, including the full test shards,
browser suites, build and aggregate gates. The duplicate local pnpm
test:run was stopped after 34 minutes once the same-head full CI suite
passed; it had not finished its general-server phase. No local
full-suite pass is claimed.
- Real disposable local test drive: Codex used gpt-5.4 and Claude used
claude-sonnet-4-6. Both completed one task on Legacy, upgraded through
the browser button, and completed another task on Paperclip Runner with
the same model and API credentials. Independent file checks confirmed
saved instructions and environment bindings before and after conversion.
- Reopened both configurations and compared identity, model, credential
references, instruction hashes, working directories, run policies and
configuration revisions.
- A Claude Chrome setting produced a field-specific rejection. The saved
agent stayed Legacy. Clearing Chrome in the form and clicking Upgrade
runner saved the pending correction and completed conversion.

## Risks

- The existing translator rejects settings that the new runner cannot
honor. The notice shows that error and leaves the form available for
correction.
- Converted agents start fresh sessions. Prior runs remain available.
- Real task execution was checked on local macOS with API credentials.
SSH, sandbox targets and subscription credentials were not exercised in
this change.
- Storybook responses simulate persistence. The real test drive and
database tests provide separate persistence evidence.

## Model Used

- OpenAI GPT-6 through Codex. The exact serving variant and
context-window size were not exposed in this session. Used reasoning,
code editing, shell tools and browser interaction. No subagents.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 15:13:42 -05:00
DottaandPaperclip 39e44a9d9b Default new OpenCode agents to Paperclip Runner (#17120)
Default new OpenCode agents to Paperclip Runner on qualified macOS and Linux x64 targets. Preserve saved runner choices, explicit Legacy selection, and unsupported-target fallback. Pi remains a separate change.

Verified the complete browser path with a real OpenRouter connection: create the new agent, assign a task, observe its response and Done status, and reload to confirm persistence. CI passes and Greptile is 5/5 with no unresolved findings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 15:09:15 -05:00
DottaandPaperclip 0a5f1546ee feat(cases): add reusable prompt workflows (#17114)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Cases keep facts, documents, and one primary task across agent
handoffs.
> - Each case currently needs its own procedure text.
> - Agents need to reuse procedures and move cases between them without
replacing the task.
> - This change adds company workflow definitions with a name and
Markdown prompt.
> - Existing handoff and document transactions preserve authority,
revisions, and recovery.
> - Cases remain behind `experimental.enableCases`.

## Linked Issues or Issue Description

Refs #16959. Related proposal: #3951 uses task graphs and a visual
editor. This change extends existing Cases with prompt definitions and
keeps its current handoff model.

**Problem or motivation**

Agents cannot share a reusable procedure across cases or inspect a
case's movement between procedures.

**Proposed solution**

Add name-and-prompt workflow definitions. Adopt a prompt into the
primary task's revisioned workflow document through a handoff. Keep
phases as free text.

**Alternatives considered**

Defer graphs, workflow versions, run entities, role schemas, authoring
screens, and Spec Kit integration.

**Roadmap alignment**

This extends the existing Cases experiment and same-task review flow. It
adds no work queue or new execution engine. The maintainer approved this
scope in the implementation plan.

## What Changed

- Add company-scoped definition storage, shared request schemas, REST
routes, and four optional Cases tools.
- Accept a workflow ID at kickoff. Agent handoffs can adopt, refresh,
preserve, or detach a workflow.
- Capture prompt text and the document base revision at acceptance.
Apply workflow, phase, and document revision together after outgoing
execution settles.
- Hold conflicting document edits for recovery. Preserve cancellation,
replay, and restart behavior.
- Show current workflow names and captured transition names/phases in
Work, history, and Audit.
- Update instructions, API/tool contracts, capability maps, and the
isolated workflow journey.
- Pin bounded workflow prompt reads to a content fingerprint;
continuation conflicts on edits and can restart safely.
- Remove experimental Cases/workflow/Mermaid guidance from the always-on
native prompt. Extract runtime-context prompt strings into a
CODEOWNERS-protected constants file while preserving the public imports.
- Refresh Copilot’s pinned source identity to v57, including the
extracted prompt file and retaining historical identities.

## Verification

Local checks: repository `pnpm -r typecheck` and `pnpm build` pass on
the prompt-extraction tree (`88222d45d8`). Full repository coverage
previously completed through the supported isolated shard groups (1,082
general server suites, 161 serialized suites, and all three workspace
groups). The earlier default serial run was interrupted and remains
incomplete. The first sharded run retained the failures described below;
targeted corrections and separate limited-concurrency reruns pass. All
CI jobs, security checks, and the 5/5 Greptile review passed on
`fc1bd79c28`. Fresh CI and review are pending for the prompt extraction
in `88222d45d8`. Focused verification passes: real-database handoff
recovery and reuse; 2,002 native-tool/API contract checks; 144 Runner
catalog/discovery checks; 27 Runner context/coverage checks; 37
case/Audit UI checks; and Product E2E oracle calibration. Token gates,
migration safety/numbering, module boundaries, capability maps, and
generated tool/Storybook catalogs pass. The final route/context
corrections pass 49 API/native-tool tests, 90 real-database handoff
tests, and server typecheck; 142 Copilot installation/sidecar tests pass
with the refreshed identity.

Greptile’s first review found that successive prompt pages could mix
definitions after an edit. The fix returns a content fingerprint,
requires it for continuation, and rejects edits with 409. Strict
live/catalog schemas pass (171 Runner checks). The 2,005 API/OpenAPI
tests pass; the initial native regression caught compression’s weak ETag
prefix, and all 23 native integration tests pass after handling it. The
regression covers same-length edits and a four-byte restart window. No
stored version fields or entities were added.

The prompt extraction passes all 462 checks across six focused suites,
including persisted-context recovery and provider transport. The first
local transport attempt lacked the required debug Runner binaries (102
failures, retained); after building the normal prerequisites, all 283
tests in that suite pass without source or assertion changes. Existing
saved snapshots retain their recorded prompt text, and new executions
use core-only prompt v7. The extracted prompt source is now covered by
both CODEOWNERS and Copilot’s source fingerprint.

Live-provider evidence is separate from those simulated checks: the
isolated API-key campaign `reusable-workflows-api-final-2026-10-21`
passed with local code matching `a1d73b4652`. Four actual Codex API runs
read the adopted task documents, moved one case A → B → A on the same
task, completed normally, and passed all nine durable checks. Browser
assertions verified the current workflow/phase, historical names/phases,
five handoff records including terminal completion, and the completed
original task. Cleanup passed. The local report remains under
`tests/runner-e2e/results/reusable-workflows-api-final-2026-10-21/`; no
credentials or screenshots are committed.

CI initially caught an omitted route-inventory entry and a stale pinned
instruction-source hash; both are corrected and separately verified.
Local serialized coverage also recorded an unrelated environment-route
socket disconnect and activity-route timeout; their separate 11-test and
17-test suites passed without code or timeout changes. An unchanged
chunked-webhook check also passed its separate four-test rerun. The
initial adapter/database workspace groups hit time and resource limits
under default worker counts; complete reruns with `VITEST_MAX_WORKERS=2`
pass, including all 55 database files and 211 tests. The UI/CLI groups
passed 837 files and 9,442 tests in the original run. Original failures
remain retained and are not regraded.

Earlier failed live campaigns remain unchanged: subscription HTTP 429
before agent execution; an obsolete exact-four-row oracle that rejected
the valid terminal fifth row; and a chat-marker expectation that did not
account for the existing explicit-comment presentation policy. The final
fixture requires terminal completion and places the marker in its
authoritative comment. Positive/negative oracle tests and the fresh live
campaign pass.

## Risks

- The additive migration adds a table and nullable case/handoff fields.
Existing rows keep null workflow metadata; no assignments are inferred.
- Adoption can wait on an intervening task-document edit. Recovery must
cancel the old intent and accept a new one after readback.
- Shared definition edits affect future adoptions. Existing case copies
keep their revisions.
- The feature remains experimental. This PR does not merge or deploy the
change.
- Live acceptance covers native Codex before the prompt extraction; this
cleanup has contract/transport verification rather than a new
live-provider campaign. The refreshed Copilot identity has static
compatibility evidence, not new live-provider qualification.

## Model Used

OpenAI Codex, configured model ID `gpt-6-astra`, xhigh reasoning. Used
terminal execution, file editing, and tool calls. The active
context-window size is not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 15:00:12 -05:00
DottaandPaperclip 159d006bb4 refactor: let login flows own session completion (#17129)
## Thinking Path

> - Paperclip manages AI agents and their connected accounts.
> - Login flows bind verified credentials to an owned connection.
> - The shared save service currently uses the provider name to choose a
session ID column and completion state.
> - A provider can support more than one login flow. Provider identity
does not define session identity or state.
> - This PR gives every flow the same internal session ID contract and
lets the setup-token owner complete its own claim.
> - Credential writes, session binding, and completion remain in one
transaction.

## Linked Issues or Issue Description

Refs #17106. This is an independent prerequisite for that sleep cleanup
PR. It contains no scheduler or cleanup-worker changes.

**Current behavior**

The connection save service looks up Anthropic sessions by public ID and
all other sessions by internal ID. It also marks every Anthropic session
as stored. Local Anthropic login works because its public and internal
IDs happen to match, and its caller overwrites that intermediate state.

**Proposed behavior**

Every caller passes an internal session ID. A small setup-token
completion service resolves the public ID within its owner scope and
supplies a transaction callback. That callback uses the existing
conditional stored transition. Device and local login flows keep their
own final states.

**Reason and benefit**

Adding or changing a login flow no longer requires provider branches in
the shared session binding path. The service still owns membership
checks, row locking, target validation, credential writes, and
idempotent binding. The flow owns only public-ID resolution and its
completion transition.

**Breaking changes**

The internal TypeScript save signature changes. All production callers
are updated. Public HTTP payloads, database schema, and local session
URLs stay unchanged.

## What Changed

- Replace the ambiguous session ID argument with an internal session
reference and an optional completion callback.
- Run the callback inside the existing save transaction, only for the
first successful binding.
- Move public-ID resolution and the stored transition to
setup-token-ai-connection.ts.
- Update setup-token, device, and local callers.
- Add real PostgreSQL tests for ID selection, owner and target checks,
one-time completion, and rollback after a rejected completion.
- Exercise local Anthropic and OpenAI HTTP completion with distinct
public and internal IDs.
- Document the ownership contract in AI-CONNECTIONS.md.

## Verification

- Passed: pnpm -r typecheck.
- Passed: pnpm exec vitest run
server/src/__tests__/ai-connections.test.ts
server/src/__tests__/agent-device-login-routes.test.ts
server/src/__tests__/agents-claude-oauth-binding.test.ts — 233 tests.
- Passed: pnpm build.
- Passed: full CI, including test shards, typecheck, build, and E2E, on
d98ce6e504:
https://github.com/paperclipai/paperclip/actions/runs/39654210168.
- The additional local pnpm test:run was stopped after the full CI pass
to avoid duplicating the completed run. It is not reported as a
completed local full-suite pass.
- Greptile: 5/5 on d98ce6e504, with no
actionable findings or unresolved threads.
- The first AI suite run had two new fixture failures: a duplicate
environment name across provider cases, and an assertion that ignored
existing shared connections. The fixtures now use distinct names and
query the attempted connection directly. The corrected affected suites
passed.

The first CI run passed all 1,420 assertions in server shard 11/12 but
failed on an unhandled child-process rejection in
`workspace-runtime-exposure.test.ts` (the synthetic EADDRINUSE case).
Both the test and runtime implementation are unchanged from this PR's
base. The two affected parameter cases passed locally unchanged (2
passed, 29 skipped). Inspection shows a possible timing window before
the early-exit promise joins the readiness race; that cause has not been
reproduced conclusively. The single CI retry passed on the same commit.
This demonstrates recovery; the original timing cause was not
conclusively reproduced. Original job:
https://github.com/paperclipai/paperclip/actions/runs/39654210168/job/119410225203.

## Risks

- A completion callback failure must roll back the credential and
session binding. The real-database regression test proves this for a
rejected setup-token claim.
- The callback is internal, awaited inside the existing transaction, and
must use the supplied transaction handle. It adds no network work or
provider SDK dependency.
- Setup-token resolution adds one indexed lookup per completion. The
shared save then locks and validates the row again. No recurring work is
added.
- The setup-token owner now uses the existing conditional completion
guard, including the unconsumed-claim and commit-time expiry checks.
Invalid claims fail closed.
- Live provider sign-in was not exercised; tests use fixture credentials
and real PostgreSQL. No schema migration is needed.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, source inspection, code
editing, and test execution. The exact serving model ID and
context-window size are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 14:42:38 -05:00
Devin Foley a1e2173ceb feat(apps): add Ditto connection (#16472)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents reach external services through the Apps catalog. Each
catalog entry is a reviewed `AppDefinition` that connects a provider's
hosted MCP server to Paperclip's shared vault, grants, policies,
gateway, and audit trail.
> - Ditto (`dittowords.com`) is a single source of truth for product
copy. Its hosted MCP server lets agents read style guide rules, search
and reuse approved text, and create, edit, translate and delete text,
components, variants and style guides.
> - Ditto is not in the catalog. Operators must use the generic "Connect
your own MCP server" flow. That flow has no branding, no guidance about
Ditto's `token` API-key scheme, and no warning about permanent deletes.
> - The generic risk classifier also reads several Ditto mutations as
reads: `translate_*` replaces variant text, and `link_*` and `unlink_*`
replace developer IDs.
> - This pull request adds the Ditto definition, its artwork, the
research and permission-review ledger rows, documentation, deterministic
tests, and one reviewed risk-classification rule.
> - The benefit is a branded, governed Ditto connection with browser
sign-in, an API-key option that uses the correct header, and correct
risk levels for every documented tool.

## Linked Issues or Issue Description

**Problem or motivation**

Product and engineering teams use Ditto to keep UI copy consistent. They
want their Paperclip agents to follow the Ditto style guide and reuse
approved strings when they write code. Ditto is not in the Apps catalog.
Operators must paste the MCP URL into the generic remote-MCP flow. That
flow gives no branding and no method guidance. It also does not tell the
operator that Ditto API keys use `Authorization: token <key>`, not
`Bearer`, and it does not warn that delete tools are permanent. The
generic classifier also marks five Ditto mutations as reads, so the
Permissions screen shows them with the wrong risk level.

**Proposed solution**

Add a catalog-only Ditto connection built from the connector playbook.
Browser sign-in uses dynamic client registration on Ditto's Auth0
authorization server and requests the reviewed scopes `openid`,
`profile`, `email` and `offline_access`. An optional method sends a
customer-created workspace API key with the `token` scheme. Both methods
share one `write` capability profile, so the delete and link warning
shows before sign-in. Add a reviewed `ditto` rule to `classifyRisk`:
`list_*`, `get_*` and `search_*` tools, `suggest_edit`, and tools that
Ditto marks read-only are reads; `delete_*` tools are destructive; all
other tools are writes.

**Alternatives considered**

A plugin was not needed because no custom UI, tables, workers, or
webhooks are involved. Requesting no scopes was not chosen, because
Auth0 issues a refresh token only for `offline_access`, so the
connection would expire with its first access token. Ditto's separate
documentation MCP server (`developer.dittowords.com/mcp`) was not added,
because it only searches Ditto's public docs.

**Roadmap alignment**

This extends the existing self-serve remote-MCP connection catalog and
does not overlap planned core work.

## What Changed

- Added the `ditto` provider to `scripts/ingest-app-definitions.mjs`
(category `content`, `token` API-key placement, guidance, warnings,
shared capability profile, description) and regenerated
`packages/shared/src/app-definitions/ditto.json` and the generated
registry.
- Added the Ditto row to the self-serve MCP research ledger with
`dcr_or_api_key` auth and risk tier S4, because the normal tool catalog
includes permanent deletes. Widened `SelfServeMcpResearchEntry.wave` to
include `4`, which existing entries already use.
- Added permission reviews for `ditto/mcp-oauth` (explicit scopes
`openid`, `profile`, `email`, `offline_access`) and `ditto/mcp-api-key`
(provider key), with evidence links.
- Added a reviewed `ditto` rule to `classifyRisk` in
`server/src/services/tool-access.ts`.
- Added Ditto's mark (`ui/public/brands/apps/ditto.png`, the avatar of
Ditto's official GitHub organization) and the brand manifest entry.
- Added gallery copy for the Ditto card.
- Added `doc/connections/DITTO.md` (sign-in sequence diagram, provider
and Paperclip endpoints including `/api/tools/oauth/callback`, scopes,
administrator setup, capabilities and policy, manifest, brand
provenance, validation hook) and linked it from the connections README
and the permission audit.
- Tests: Ditto definition shape, store visibility and artwork, URL
recognition, reviewed scopes, `token` header projection with the key
kept out of connection config, risk classification of every read-looking
Ditto mutation, the connect form's sign-in default, the warning before
sign-in, API-key gating, and the pinned catalog counts.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
packages/shared/src/app-definitions-url.test.ts
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/lib/app-brand-assets.test.ts
ui/src/pages/apps/AppLogo.brand-assets.test.tsx
server/src/__tests__/tool-access-service.test.ts` — 765 passed.
- `node scripts/check-app-brand-assets.mjs` and `node --test
scripts/app-brand-validation.test.mjs` — passed.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui
typecheck` — clean.
- Manual: on a local instance, open Apps → Browse and confirm the Ditto
card and icon. Open `/apps/connect?source=ditto` and confirm that
sign-in is the default, that the warning shows before sign-in, and that
the API-key method is under Advanced.
- Live metadata probe: an unauthenticated `initialize` on
`https://api.dittowords.com/v2/mcp` returns 401 with
`resource_metadata`. The protected-resource and authorization-server
documents return the recorded endpoints. Dynamic client registration
succeeds, and the authorize endpoint redirects to Ditto's sign-in page
with the reviewed scopes and the `resource` parameter.
- Each of the 41 documented tool names was run through `classifyRisk`
with and without the new rule. Without the rule, `translate_text_items`,
`translate_library_components`, `link_figma_nodes_to_text_item`,
`link_text_items_to_component` and `unlink_text_items_from_component`
were reads.

## Risks

- Low risk to existing providers: the catalog change is additive, and
the new `classifyRisk` branch runs only for the `ditto` source template.
- Ditto delete tools are permanent, and linking a text item to a
component replaces its developer ID. Both methods warn the operator
before connecting, and the API-key helper text tells operators to set
delete and link actions to Ask first.
- Ditto API keys are not scoped, reach the whole workspace, and act as
the user who created them. Paperclip cannot narrow an issued key.
- The permission-review ledger records live proof for both methods as
not run. The lifecycle checklist in `doc/connections/DITTO.md` still
needs a documented pass with a Ditto workspace, including confirmation
that Auth0 issues a refresh token that `/v2/mcp` accepts.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, 1M context) in Claude Code, with
tool use (shell, file editing, web research).

## 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
2026-10-21 11:29:48 -07:00
6dda8cc2b7 fix: preserve Stop authority and qualify complete recovery journeys (#17105)
## Thinking Path

> - Paperclip lets people manage agents that do useful work.
> - Users need complete tasks, clear questions, retained context, and
dependable recovery.
> - Separate run tests do not prove that the complete user experience
works.
> - Successful retries can hide earlier failures and missing evidence.
> - This PR extends the existing Product E2E harness with three explicit
journeys.
> - It adds a qualification checkpoint over the full retained result
pool.
> - Independent artifacts, state, rendered conversations, and delivery
receipts establish each outcome.

## Linked Issues or Issue Description

Refs #17088, #17089, and #17046. This PR repairs two Stop lifecycle
defects and combines the qualification changes previously reviewed in
#17095, #17090, and #17099. Daily operations remain with #17051. It adds
no second scheduler or recovery engine.

**What happened?**

A completed run can still leave a user without useful output, an
understandable question, or a working continuation. Existing isolated
tests and best-attempt reports do not establish the combined behavior.

**Expected behavior**

A necessary question includes its explanation and resumes once after an
answer. Stop prevents automatic continuation until the user resumes.
Restart during finalization preserves the accepted provider result and
delivers it once. Qualification requires independent evidence for six
journeys on both agents through Slack and Paperclip.

**Steps to reproduce**

List the necessary-question, followup-stop-resume, and
finalization-recovery suites using the documented selectors. Run one
exact cell with the configured model and target. Supply a private
qualification manifest to the existing report command to grade all
retained attempts. Missing proof and incomplete coverage must fail.

## What Changed

- Wake existing accounting in the same committed native Stop closure. A
receipt that arrives before closure must still settle once; incomplete
receipts remain held.
- Require a later user message before native Stop can promote earlier
saved input. Preserve those earlier messages for the authorized
resumption.
- Add explicit necessary-question cells. Verify the actual prompt and
context, answer, one bound continuation, and the delivered document link
and revision.
- Add explicit follow-up, Stop, and later resumption cells. Verify a
live owned provider turn, cancellation acknowledgement, at least five
seconds without an automatic path, retained direction and workspace
context, and an actual browser download.
- Add explicit Daytona finalization-recovery cells. Stop the owned
controller after public result acceptance and during workspace
finalization. Require the original result, restored file hash, resumed
operation, one provider turn, and one receipt-bound delivery.
- Share the receipt-based delivery observer across both recovery
journeys. Keep model prose separate from the authoritative delivered
comment identity.
- Add a 24-cell qualification checkpoint over every retained attempt.
Require three fresh candidate passes per cell and later staging proof
with exact source, runtime, model, settings, instructions, and
independent evidence.
- Reject absent or unsafe manifest evidence. Preserve failed attempts
and incomplete observations in the normal reports.
- Provide four explicit rotating daily selections. Refuse daily
selection until all required live drivers exist. Keep scheduling and
spending with the existing operations owner.
- Document the exact selectors, evidence contract, limitations, and
remaining staging work.

## Verification

- Local Product E2E support: 3,554 passed with two existing skips;
source prerequisites: 128 passed. E2E typecheck passes. The actual
file-chip and Download-control browser regression passes.
- Two real-database regressions fail before the production repair. The
stopped coordinator leaves accounting asleep after a complete receipt;
the saved queue can restart from pre-Stop input. The repaired settlement
and cancellation cohort passes 66 checks. The complete 256-case
continuation suite passes with stronger two-phase Stop expectations, and
66 native executor accounting/Stop safety cases pass. Server typecheck
passes.
- All required CI, repository build/typecheck/tests, and fresh Greptile
5/5 pass at the final head 232d3c52d0,
with no unresolved findings.
- Both actual-model necessary-question development cells passed on the
earlier recorded c4e409d819 source. This is supporting evidence for that
revision, not current qualification.
- Both fresh Stop development cells at 6036cee2f4 stopped, remained
idle, resumed once, reached Done, and settled original and successor
accounting. Their original machine grades remain failed: the observer
counted the generated file-preparation carrier as another final reply.
The corrected observer independently correlates the applied preparation
receipt with the actual attachment/comment binding. Retained-wire
diagnostic replay finds one final delivery for each model without
changing either grade. Those original failures remain retained:
https://github.com/paperclipai/paperclip/actions/runs/39644220458.
- Both fresh actual-model Stop/resume cells pass all five checks at
232d3c52d0:
https://github.com/paperclipai/paperclip/actions/runs/39647010372.
Independent inspection confirms exactly one cancelled original and one
committed successor on the same task, 5.091/5.513-second quiet intervals
before the user resumes, retained workspace/instructions/tool
identities, and one receipt-bound final response. Each visible JSON chip
opens in a tab and its Download control yields verified bytes. The
rendered reference and changed label independently reconstruct the
registered file hash and the original context hash. Both cleanups pass.
These remain local API-key/per-turn development results, not the
required staging/Slack qualification.
- Other retained Stop failures include missed active boundaries, the
real accounting admission failure, and a preparation observer that
required nativeIssueId before runtime selection. They remain recorded at
https://github.com/paperclipai/paperclip/actions/runs/39636796645 and
https://github.com/paperclipai/paperclip/actions/runs/39642060165. The
preparation observer now validates all present task IDs and still
requires selected native execution at the active checkpoint.
- The remote finalization attempt failed during image export with no
disk space before a provider started. Remote crash acceptance remains
unverified.
- Negative calibration rejects wrong or absent ownership/evidence, stale
settings, unsafe files, repeated admissions, unacknowledged Stop,
premature resumption, incomplete receipts, lost context, genuine
duplicate final replies, and missing delivery. A prepared-looking body
cannot suppress a comment; absent, rejected, foreign, or mismatched file
receipts and attachment bindings also cannot suppress it.
- Core staging/Slack drivers, 72 fresh candidate passes, deployed
staging proof, and recovery of the original user-visible task remain
incomplete. No measured reliability percentage or completed
qualification is claimed.

## Risks

These are explicit development cells. Their API-key and per-turn runs do
not qualify deployed subscription authentication, warm reuse, or Slack.
A fast provider can miss the Stop boundary; that attempt fails. The
remote crash boundary depends on independently observed public state and
an owned controller. The checkpoint is opt-in through a private manifest
and cannot replace the missing live observers. The two production
changes affect native Stop settlement and saved-input promotion. They
use the existing transaction signals and admission path. A complete
receipt can settle without another provider turn. Partial accounting and
all ownership, cleanup, pause, and budget gates remain authoritative.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose its exact deployment ID or context-window
size. Those values are not 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
2026-10-21 13:02:27 -05:00
Nicky LeachandPaperclip 42715d459f Support authenticated WebSocket routes and agent views in plugins (#17111)
## Thinking Path

> - Paperclip manages agents and their work.
> - Plugins provide optional views and connect to external runtimes.
> - A live runtime view needs a binary browser connection.
> - The current plugin API supports JSON routes but cannot proxy that
connection.
> - Agent detail tabs are declared in the plugin contract but are not
mounted on agent pages.
> - This PR completes those two host capabilities and keeps upstream
credentials on the server.

## Linked Issues or Issue Description

**Subsystem affected**

Plugin scoped API routes and agent detail views.

**Problem or motivation**

Plugins cannot expose a binary or text stream through a browser session
without exposing an upstream credential or adding a separate browser
gateway. Agent-scoped detail contributions also have no mount on the
agent page.

**Proposed solution**

Allow declared board GET routes to select a server-only WSS upstream.
Run upgrades through the existing HTTP authentication pipeline and
trusted Origin check. Add agent company resolution with the existing
`agent:read` decision. Mount contributed detail views in agent
navigation.

**Alternatives considered**

A separately hosted viewer needs its own browser credentials and
cross-origin policy. JSON or SSE transport adds encoding and buffering
to a binary protocol.

**Roadmap alignment**

This extends the existing plugin API and detail-tab contract. It adds no
desktop provider to Core. I checked ROADMAP.md and searched related open
PRs; I found no equivalent transport and agent view change.

## What Changed

- Add declared WebSocket routes requiring board authentication, GET, and
`http.outbound`. Reject body-based company resolution because browser
upgrades cannot send a body.
- Keep worker-selected upstream URLs and headers out of browser JSON
responses. Strip browser cookies and Origin. Preserve binary frames and
socket backpressure.
- Close both sockets on disconnect or worker shutdown. Reauthorize on
reconnect after a five-minute connection lifetime. Preserve HTTP
idle-work accounting for the stream lifetime.
- Resolve agent scope through `agent:read` and mount generic agent
plugin detail views, with current agent/view breadcrumbs and browser
titles.

## Verification

- Final head `9d8d269040acf9dc7bb65524876406af522dacb5`: CI passes
(including Runner Rust, build, and browser E2E); Greptile 5/5; no
unresolved review threads; no merge conflicts. Verified 2026-10-21.
- Core server TypeScript check: `node node_modules/typescript/bin/tsc -p
server/tsconfig.json --noEmit`.
- Focused server suites: 17 passing tests
(`server/src/__tests__/plugin-scoped-api-routes.test.ts` and
`server/src/http/server.test.ts`), including arbitrary build-output and
metrics channels with real local text and binary WebSocket round trips,
disconnect cleanup, denied actors and origins, credential exclusion,
agent-read denial, and cross-company 404 equivalence. The test replaces
TLS with local HTTP while retaining the real upgrade and binary stream.
- UI suites: 9 passing tests for independent Insights and Notes
contributions, removed contributions, built-in route preservation,
sidebar links, direct plugin entry and heading updates after tab
navigation. These contributions do not require the WebSocket transport.
- Shared validator suite: 42 passing tests, including rejecting
body-based WebSocket resolution while retaining ordinary HTTP body
resolution and accepting query/entity scopes.
- UI token gates pass.
- UI TypeScript check: `node ../scripts/storybook-catalog.mjs` then `tsc
-b`.
- Shared and plugin SDK builds pass.
- Full Runner build reached its unrelated Rust step and stopped because
cargo is unavailable. Runner TypeScript build was run separately. No
live remote VM was used.

## Risks

- This adds a browser ingress path for trusted installed plugins. The
plugin must select its upstream from a trusted binding. HTTP requests
cannot retrieve the upstream descriptor.
- Membership or binding changes are rechecked on reconnect. Connections
last at most five minutes, and worker shutdown is checked every five
seconds.
- Initial CI caught a missing cross-company 404 guard and an old test
that assumed exactly one upgrade listener. Both were corrected.
Greptile's body-resolution and stale-heading findings are fixed with
regression coverage; latest-head CI passes and Greptile scored 5/5 with
no unresolved findings.
- No schema migration. Rollback restores the previous Core image;
plugins using this transport must be disabled or rolled back first.

## Model Used

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

## Checklist

- [x] Thinking path and issue description included
- [x] Model described
- [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] No internal issues, private links, or runtime credentials included
- [x] Descriptive branch name
- [x] Focused tests and relevant typechecks run
- [x] Tests and documentation updated
- [x] Risks documented
- [x] All CI gates green
- [x] Greptile 5/5 with no unresolved findings
- [x] I will address review findings before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 10:10:00 -07:00
eece07a747 fix: repair the complete projectless repository setup chain (#17088)
## Thinking Path

> - Paperclip lets people manage agents that do useful work.
> - A projectless task can prepare an authorized repository in its
retained workspace.
> - Setup must hand work to a later run without user supervision.
> - Real task attempts exposed gaps across admission, completion, and
queue dispatch.
> - A successful provider exit did not prove that the requested result
was delivered.
> - This PR repairs the existing lifecycle and checks the complete
repository journey.

## Linked Issues or Issue Description

Refs #17047. This PR includes the preserved repairs from #17049, #17052,
and #17082.

**What happened?**

A projectless native task could stop after requesting a repository. It
could also continue through a timer or generic recovery path and lose
its saved conversation lineage. The latest real Codex and Claude
attempts delivered correct files, but the native continuation had been
folded into the finishing predecessor. Both attempts remain failed
measurements.

**Expected behavior**

Prepare the authorized repository, retain the original context, and
dispatch one saved continuation after its predecessor finishes. Deliver
the verified result in the originating conversation. Stop, current
access, approval, and real blocker rules remain authoritative.

**Steps to reproduce**

Run the explicit automatic-repository suite for native Codex or Claude.
Inspect the downloaded result, original context artifact, both committed
run records, and continuation receipts. The suite uses one attempt and
does not widen the default paid selection.

## What Changed

- Resolve the retained local-board identity through current company
membership and workspace authority.
- Prepare required source dependencies before the isolated server
imports native tool authority.
- Explain the saved repository continuation in production completion
tools. Correct only the exact pending-checkout blocker backed by a live
receipt. Reject an unfinished response wait without a real response
source.
- Preserve the persisted task-session workspace source and its explicit
absence of root repository context. Permit Git's exact no-repository
result only for a validated plain task directory. Keep other Git errors
and linked metadata strict.
- Revalidate server-resolved same-agent continuation values against
current ownership and the saved kind, summary, and key. Carry this shape
through the internal bridge schema. Keep provider-facing schemas
restrictive.
- Preserve terminal result authority after a correlated successful
controller response. Controller rejection creates no result authority.
Bind the shared guidance and transport source in Copilot v55 and
preserve historical identities.
- Admit native status wakes with the existing no-coalescing contract.
The existing deferred queue retains a distinct future dispatch instead
of retagging the finishing run.
- Recover deferred conversation lineage through the actual admitted
dispatch. Accept a null outbox run binding only with matching decision,
effect, dispatch actor, idempotency, task, company, agent, and requester
evidence. Reject a conflicting nonnull binding.
- Independently grade retained random context, actual checkout bytes and
HEAD, accessible output, distinct continuation receipts, and admission
order.

## Verification

- Real database and Git regressions fail before their repairs. Prior
focused cohorts cover local-board authority, optional repository waits,
plain task directories, and first/reused workspace provenance.
- The new valid decision/effect-backed assembled-heartbeat regression
reproduces coalescing into its active predecessor before the queue
repair. With the repair, it dispatches one successor after the
predecessor finishes. Duplicate sweeps create no extra run.
- The deferred-outbox conversation regression fails before its repair.
The repaired test also rejects a conflicting predecessor binding.
- The current queue, continuation, publication, cancellation,
stale-admission, and domain cohort passes 344 checks across 11 suites.
Server and Product E2E typechecks pass. The strengthened
automatic-repository oracle passes 34 calibration checks.
- Three omitted/null/resolved forms pass through the compiled Rust
runner and controlled provider. The prior shared bridge cohort passes
492 TypeScript checks and 399 Rust core checks. Runner source identity,
TypeScript, Rust formatting, and locked Rust typechecks pass.
- Six real local development cells passed ordinary repository,
conversion, and necessary-question journeys. Independent artifacts and
rendered question/result evidence agree. They do not qualify staging or
Slack.
- Both latest automatic-repository attempts delivered correct files but
failed the strict continuation check. They remain failures. A fresh
replay of this queue repair is pending.
- On the combined candidate `380047f4b923807a8c4f7ef6016e4fe130ab4a3a`,
`pnpm -r typecheck` and `pnpm build` pass. Product E2E support passes
3,525 checks with two existing skips, plus 128 source checks. The
complete local `pnpm test:run` is running and is not yet a pass.
- The first replay selection failed catalog validation due to an
operator profile-ID error. A second selection used the wrong
default-model suite and was cancelled before any provider job existed.
Both setup attempts remain recorded. The corrected campaign selects the
recorded GPT-6.1 and Opus 5.5 models plus the local Stop/resume journey.
- Exact-head CI, review, and deployment acceptance remain pending.
GitHub reports delayed PR updates and webhook delivery; the current head
and checks have now propagated. No earlier-head green badge establishes
acceptance of this commit.

## Risks

This changes several boundaries of repository setup. Full product and
deployment acceptance remain required. The queue uses the existing
deferred admission and delivery contracts. Batch deduplication remains
in place. The provenance repair requires the actual bound dispatch and
does not grant publication authority. Current authorization is still
checked at publication. No accepted provider result is rewritten, and
completed provider work is not rerun to repair persistence or delivery.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose its exact deployment ID or context-window
size. Those values are not 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
- [ ] 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>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
2026-10-21 11:21:55 -05:00
DottaandPaperclip 3ce8d976a9 Add experimental Paperclip Notebook MCP connection (#16984)
## Thinking Path

> - Paperclip connects agents to external tools through saved accounts
and per-action permissions.
> - Notebook exposes artifact management through an ordinary remote MCP
server with OAuth.
> - A private pilot needs a hidden, default-off catalog and execution
gate.
> - Local file publishing belongs to Notebook, which can accept bounded
file bytes through ordinary MCP tools.
> - Paperclip therefore needs the connector registration and generic
availability checks, with no file-transfer architecture.

## Linked Issues or Issue Description

**Subsystem affected**

Apps catalog, experimental feature metadata, connection setup, and
connector availability.

**Problem or motivation**

Users need to connect Notebook as their Cloud account, assign its tools
to agents, and retain Paperclip's normal Allowed / Ask first / Off
rules. The private pilot must remain hidden until an operator enables
it. Notebook should own its upload protocol and local publishing script.

**Proposed solution**

Register a personal remote MCP OAuth connection at Notebook's canonical
endpoint. Reuse existing OAuth discovery, credential storage, refresh,
reconnect, and removal. Enforce availability through generic catalog
feature metadata and saved application identity. Keep Notebook's
standalone uploader in its own service repository; it calls the ordinary
gateway and receives no saved OAuth credential.

**Alternatives considered**

A gallery-only filter permits retained tools and deep links while
disabled. A shared workspace publisher and private upload-ticket
transport add runtime behavior that a normal MCP connector does not
require. Notebook can receive file bytes directly through its own tools
instead.

**Roadmap alignment**

This extends Connected Apps and supports Artifacts and Work Products.
ROADMAP.md and related PRs were checked. This PR is standalone on
master. The separate OAuth lifecycle and file-transfer proposals (#17085
and #17086) are closed and are not dependencies.

## What Changed

- Register Notebook's personal MCP OAuth method, canonical endpoint,
scopes, catalog metadata, and branding.
- Declare managed `enablePaperclipNotebook` with false defaults and no
user-facing settings toggle or staging opt-in.
- Use generic availability metadata for gallery/setup, retained
connection identity, OAuth completion, health, tool/context discovery,
and dispatch. Resources/prompts recheck before credentials, including
retained handles. Removal remains available while disabled.
- Resolve catalog application identity from the saved application key,
so editable connection labels cannot bypass the hidden gate.
- Select a method's sole supported credential kind when no kind is
supplied.
- Keep UI changes to metadata-driven availability and existing
setup/reconnect controls.
- Document Notebook's service-owned upload script, inline publication,
ordinary action policies, and credential behavior.
- Add ordinary MCP OAuth, assignment, action-policy, disabled-state,
settings, and catalog tests.

No workspace contribution registry, private transfer endpoint, native
publisher, Runner file-reader change, or Paperclip CLI upload command is
included. The entire native-runtime and CLI trees match master. Upload
code lives in `paperclip-cloud/notebook/`.

## Verification

Source head: `65ef741e4f476c67425b57d2fb2d6d4c00e99b06`, directly on
master `53732c811bb69655eb43d3d12f2063ae4ca5ad67`. The diff is 42 files.
Shared execution changes only enforce generic catalog availability; tool
access also resolves saved application identity and the sole supported
credential kind. Neither module contains Notebook upload logic.

- Catalog/shared/settings/UI suites: 592 tests passed across 12 files.
Shared/server/UI typechecks passed using installed compilers.
- Fresh real PostgreSQL generic MCP suite: 84/84 passed at final source;
server typecheck and module boundaries pass. Coverage includes personal
OAuth, ordinary refresh/reconnect, assignments, Allowed / Ask first /
Off, hidden feature enforcement, and local credential removal. Four new
resources/prompts cases failed against the prior code and pass after
filtering saved application identity and rechecking before credentials.
They prove missing/relabelled setup markers and stale eligibility cannot
dispatch or read secrets while disabled; an ordinary provider remains
available with the flag off.
- The full tool-access service suite passed 463/464 cases. One unchanged
Google Workspace `slides.write` case timed out at 15 seconds; it passed
on one isolated retry without source or timeout changes. Its exact test
block matches master. The cause is not established; final-head CI must
qualify the complete suite.
- Maps, module boundaries, token gates, and whitespace checks passed.
Byte comparisons confirm the former transfer/runtime/CLI surfaces match
master.
- Fresh exact-head Greptile is 5/5 with zero unresolved findings after
an exhaustive feedback audit. Current-head CI workflow
[39625691137](https://github.com/paperclipai/paperclip/actions/runs/39625691137)
succeeded, including both required checks (`ci / verify`, `ci / e2e`),
Build, and browser E2E. Supplementary security/advisory scan status is
recorded in the PR Checks panel and qualification receipt; prior-head
scans are not counted. The superseded `4bd7af9b2e` completed CI
successfully, but Greptile found the valid resources/prompts
availability gap described above. It was fixed, replied to, and
resolved; earlier-head results do not qualify this revision.

Preserved environment failures: the first socket-restricted UI/route run
had 93 listener setup failures, and the same 93 cases passed with
local-socket access. The package-manager launcher could not fetch its
signature metadata; installed compilers passed without dependency or
configuration changes. The full service timeout and isolated retry
remain recorded separately. The superseded `585e870e73` CI also failed
an unchanged agent-chat project-plan revision assertion after task
creation; the complete spec and relevant runtime sources match master,
and a same-master prior run passed. Its cause is not established. Logs
are preserved; no test or timeout was weakened and no old-head rerun was
requested. The subsequent heads run full CI independently; no prior-head
pass substitutes for current qualification.

The Notebook uploader requires a separate service release. This public
PR adds no uploader runtime to Paperclip and claims no newly deployed
browser/agent acceptance. The Notebook-owned upload path is qualified
separately. Code-owner review remains required before merge.

## Risks

- The feature flag gates the curated connector; it does not create a
Notebook service-side team allowlist or block arbitrary standard MCP
URLs.
- Publishing, sharing, and deletion retain the existing assignment and
action-policy boundaries.
- The hidden feature must be checked for retained tools and saved
identity, including when connection labels change.
- Disconnect removes local credentials. It does not revoke the remote
Notebook authorization; the owner can revoke it in Notebook.
- Ordinary refresh uses the existing client. A lost response after
refresh-token rotation can require reconnect.
- The standalone Notebook script and its bounded upload tools must ship
together in the Notebook service before that documented convenience path
is available.
- No database schema, workflow, lockfile, shared transfer, or Runner
change is included. No merge, deployment, or rollout is performed by
this update.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository inspection, code
execution, and tool use. 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>
2026-10-21 11:07:18 -05:00
Nicky LeachandPaperclip 00331e0254 Connect native Runner admission to plugin-owned workspaces (#16978)
## Thinking Path

> - Paperclip manages work for AI agents.
> - A plugin can own an execution environment and its files.
> - #17029 supplies the task driver and bounded setup verification.
> - Heartbeat still prepares workspace files on Core and expects a shell
transport.
> - This PR gives the selected plugin ownership of workspace preparation
and native task execution.
> - Core keeps admission, tool authority, and recovery checks.

## Linked Issues or Issue Description

**Subsystem affected**

Heartbeat workspace admission and native Runner execution.

**Problem or motivation**

A task-only plugin cannot run through Core filesystem staging or shell
execution. Native admission and recovery must use the same lease and
workspace ownership.

**Proposed solution**

Use the task driver from #17029. Resolve workspace and project
identities without Core file operations. Connect native dispatch and
restart recovery to that driver.

**Alternatives considered**

Keep workspace admission and dispatch in one change. A workspace change
alone would leave dispatch on the previous transport. An execution
change alone would leave Core staging files for the wrong host.

## What Changed

- Enable plugin environment selection for native workspace sessions.
- Resolve workspace metadata and authorized project references without
Core checkout, copy, or provision operations.
- Preserve agent-default and primary workspace policies. Use the pinned
workspace provider for plugin-backed project storage. Reject unsupported
Core service commands and cross-owner reuse.
- Connect native execution to the prepared task driver. Keep assigned
MCP authority on Core.
- Save exact checkpoint identity, transfer selected account refreshes,
and require termination proof before replacement or cleanup.
- Complete managed plugin workspaces through their storage provider. Use
the same check after a restart. Keep branch validation and leave
task-owned files on the plugin.
- Include default instruction content in runtime synchronization when no
instruction directory exists.
- Defer new-agent Copilot verification until the saved-agent lifecycle
can acquire the agent-owned computer.

## Verification

- Rebased onto `origin/master` at `898144f4b3`. Master advanced once
during verification. Both manual conflicts joined import blocks: one in
`native-session-executor.ts`, and one in
`heartbeat/runtime-execution.ts`. The seven patches retain their logic.
The first rebased head passed repository typecheck, build, all 862
focused execution/finalizer cases, and all CI gates. The latest head
`93e5a72892` passes server typecheck and all 880 focused execution,
finalization, and execution-control notification tests. All 54 CI/review
checks pass, with two expected skips. Greptile ran automatically and
scored this head 5/5 with no unresolved findings. No new review or Apex
request was made for these import-only resolutions.
- The successful CI workflow initially left three stale job-check
reports. Targeted policy and summary reruns cleared the reports. No
source change or test fix was needed.
- Repository typecheck and build pass: `pnpm -r typecheck` and `pnpm
build`.
- Focused native execution and restart tests pass: 795 cases. The
account and harness suites pass: 159 cases. Workspace admission passes:
48 cases. The SDK task lifecycle, workspace API, runtime-hook, and
instruction checks also pass.
- The heartbeat integration case uses the merged workspace provider
contract and reaches native dispatch with no project files on Core. The
new-agent case confirms that creation leaves the agent in `preparing`
until lifecycle verification.
- Map validation and the Copilot source-identity check pass. No Runner
implementation or source-identity bump is in this PR.
- The first rebased workspace run found two stale path assertions and a
recovery guard that did not recognize task-owned targets. These are
fixed. The storage integration fixture also needed its persisted source
binding; the production authorization check stays in place.
- Two prior review findings required rejection of Core service startup
and cross-owner workspace reuse. The existing admission fixtures now
check both failures. The installed-account authentication finding was
fixed in merged #17029.
- Tests reuse the current fixtures. No new provider test matrix or live
Runner process is added for these fixes.
- The prior head `2db273ec12` passed CI on its first attempt and reached
standard Greptile 5/5. Apex scored 4/5 and found local-folder checks
during plugin completion and recovery.
- The completion fix reproduces both failures. It passes all 110 cases
in the runtime execution, workspace finalizer, and workspace provider
integration suites. Server typecheck and map checks pass. CI passed on
`62d8335b4e` on its first attempt, and standard Greptile scored 5/5. The
next Apex review scored 4/5. It found that a failed plugin inspection
could abort restart recovery.
- The restart fix records a failed workspace receipt and uses the
current run retry policy. A regression first reproduced the aborted
pass. It now checks retry state, retained results, and completion of
another workspace in the same pass. All 68 finalizer cases and server
typecheck pass. CI passed on `7d4016323b` on its first attempt. Standard
Greptile and Apex both scored 5/5. Apex left one P2 about lost failure
codes.
- The diagnostic fix keeps the known branch and owner mismatch codes in
receipts and run recovery state. It gives repair guidance for those
codes and keeps unknown plugin errors generic. All 96 affected finalizer
cases and server typecheck pass. Before the rebase, required CI passed
on `c2fa61c6c8` on its first attempt. Standard Greptile and Apex both
scored 5/5 on that head, with no unresolved findings. The new head
retains these reviewed patches.
- The earlier Superagent scan on `c2fa61c6c8` was inconclusive after a
pinned merge-base checkout failed or timed out. The current scan on
`93e5a72892` passes.
- The exact rebased head passes all 48 workspace cases and server
typecheck. The first local test launch could not bind PostgreSQL inside
the sandbox. The authorized local-server run passed.
- The prior head reached standard Greptile 5/5. Its first CI run hit an
unchanged Runner cleanup timeout and an external build-runner shutdown.
Both jobs passed on the single retry. The timeout cause is not
established.
- A local regression check found that a retained Core workspace could
also enter a plugin task without file transfer. Core now rejects this
move before provider work. The existing ledger test covers both
directions and confirms that the source files stay intact.
- The first active standard review scored 4/5. It found that a fresh
plugin retry could enter Core Git preparation. This mode now uses the
existing unsupported-storage error before workspace resolution or
acquisition. Both unsupported-mode cases pass, and server typecheck
passes.
- No live Cloud or provider validation was run.

## Risks

- The prerequisite #17029 is merged. This PR targets master.
- Native plugin tasks support per-turn workspace sessions. Core service
commands and fresh retries that import retained files remain
unsupported. A workspace storage plugin can use the modes and strategies
it declares.
- Core-managed credentials support Codex and direct Claude accounts.
Other managed credential routes fail closed. Other harnesses can use an
installed account.
- A provider must preserve its prepared configuration and report process
termination correctly. Uncertain termination keeps the task pending
cleanup.
- Cloud deployment and live provider validation remain separate.

## Model Used

OpenAI Codex, GPT-6. The exact model ID and context window are not
exposed in this session. Tool use includes code editing, local tests,
and the GitHub CLI.

## 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 relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal issue
details
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 08:22:48 -07:00
DottaandPaperclip 898144f4b3 fix: stop idle execution-control recovery polling (#17094)
Replace idle execution-control polling with workers driven by committed writes and persisted deadlines. Preserve startup recovery, bounded retries, and shutdown safety. Stabilize the Slack setup browser regression by waiting for the restored setup screen before simulating its webhook.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:54:28 -05:00
DottaandPaperclip c6ee96a3df fix: stop idle MCP event polling (#17036)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - MCP task subscriptions and Dot mailboxes notify external clients
when work changes.
> - Their delivery workers queried SQL every two seconds, including when
no work existed.
> - Those queries prevent idle databases from becoming quiet across many
hosted instances.
> - Existing activity, mailbox, subscription, and delivery records
already preserve the work.
> - This pull request uses committed-write signals and saved retry
deadlines to drive delivery.
> - Idle subscriptions become quiet while startup, retry, drain, and
shutdown recovery remain supported.

## Linked Issues or Issue Description

Related sleep migrations: #15625, #17000, #17008. Searched open PRs and
issues for MCP event sleep/polling work; no duplicate found.

**What happened?**

Each public MCP and Dot event service started a two-second interval. It
checked settings, scanned subscriptions, created delivery receipts,
cleaned expired records, and attempted delivery even without changes.

**Expected behavior**

An empty or subscribed-but-idle service produces no recurring SQL or
network traffic. Committed events trigger prompt delivery. Only
unfinished work retains a retry deadline.

**Steps to reproduce**

Configure a public MCP origin and start the server. Observe recurring
settings queries with MCP disabled, or subscription/queue queries with
it enabled. No incoming task changes are required.

**Paperclip version or commit**

Initially inspected master at
`8b4ab65b1c3d863d282752e83307943720a5c85c`; rebased onto `c2daf906d9`
after master advanced. The only conflict was overlapping imports in the
heartbeat queue; both were preserved.

## What Changed

- Register separate MCP and Dot workers with the existing delivery
coordinator. Remove both unconditional intervals.
- Notify from committed activity, comment, mailbox, subscription, and
experimental-settings writes. Centralize comment insertion in one small
helper so normal callers do not manage recovery state.
- Preserve outer transaction ownership, uncertainty reconciliation, and
requests deferred during drain or standby.
- Restore delivery retry/abandoned-claim deadlines on startup. Scan
subscriptions in pages of 20; drain full source and delivery batches
without another external event. Scope subscription refreshes to their
subscription or shared Dot binding, issue activity to its task, comment
discovery to its company, and mailbox/assignment changes to their
binding. Retry deadlines do not rescan unchanged sources.
- Run expired-record cleanup opportunistically. Preserve on-use expiry
checks and the existing one-time automatic Dot challenge behavior.
- Add real PostgreSQL lifecycle coverage and guarded external test
database options for existing MCP/Dot integrations. Document producers
and the supported writer model.

## Verification

- Final head `e54fb34485921016ef988f7df9cca173a9ebdfc8`: all CI checks
passed (55 successful checks/statuses, one neutral review, two
intentionally skipped Storybook checks). Mergeable with no unresolved
review threads. Greptile: 5/5 on this exact commit; security scan
passed.
- All 284 affected tests passed in one local run after rebasing: 16
real-PostgreSQL lifecycle tests, 24 coordinator/scheduler/standby tests,
84 public MCP tests, 54 Dot runner tests, and 106 interaction-service
tests.
- Server TypeScript passed after refreshing generated Runner/plugin SDK
dependencies from master. Full workspace typecheck and build passed
before the rebase; final CI repeated typecheck and build successfully on
the rebased head.
- Coverage includes SQL/network quiet with configuration and history,
committed writes, outer commit/rollback, drain/standby, retry
restoration, reenable/unsubscribe, concurrent writes, shutdown,
source/delivery/subscription batch boundaries, Dot challenges and
reconnects, native broker fences, comment discovery, and
company-isolated scans.
- CI exposed an existing lock-order test whose insert proxy missed
nested transactions and waited indefinitely. The fixture now observes
nested inserts, preserves the lock assertion, and fails explicitly if
interception is missed. The complete 106-test interaction suite and the
formerly hanging CI shard pass. The warm-standby/settings test doubles
were also updated for the new coordinator/transaction boundaries.
- Earlier fixture failures (required timestamps, cleanup, external
database selection, async waits) were corrected. One existing OAuth
first-poll timing assertion and one E2E company-cleanup race passed on
single reruns; the final full CI run passed without a rerun. No OAuth or
company-deletion behavior was changed.
- The local full `pnpm test:run` attempt could not initialize embedded
PostgreSQL after five attempts. It was stopped; affected integrations
were verified with separate disposable PostgreSQL 17 databases, and
final CI supplied the full-suite result. Embedded-only local skips are
not counted as passes.

## Risks

- Notifications use one live server/database scope. Independent SQL
writers and separate live replicas do not trigger these process-local
workers. Startup recovers durable state; continuous multi-writer
discovery needs a notification/ingress contract.
- Idle physical cleanup waits for startup or another enabled sweep.
Subscription and authorization expiry remain enforced on use.
- Existing delivery claims, retry bounds, signatures, and receipt
deduplication remain in place. No new tables or migrations.
- Host sleep-safety checks remain conservative. MCP/Dot retry deadlines
are not yet covered by Paperclip Cloud's scheduled-wake contract. This
proves worker quiet, not deployed host suspension or fleet savings.

## Model Used

OpenAI Codex (GPT-6), with reasoning, local code execution, and tool
use. The runtime does not expose a more specific model version or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:55:09 -05:00
DottaandPaperclip eaacadeba3 fix(recovery): let preservation owners reopen retained sources (#17053)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must save retained workspace files before ordinary
execution can resume.
> - The environment runtime blocks access to retained sources to prevent
unsafe reuse or deletion.
> - The recovery worker also used that ordinary resume path.
> - The guard returned no lease, so recovery reported an invalid source
binding before it could save files.
> - This pull request gives the physical preservation owner a separate,
source-bound resume path.
> - Ordinary execution and destructive cleanup keep their existing
guards.

## Linked Issues or Issue Description

Refs #16965.

**What happened?**

A retained workspace with a workspaceRestoreRecovery marker could not
recover through the real environment runtime. The runtime returned null
before calling the provider. Recovery classified this as
source_binding_invalid. Earlier recovery fixtures replaced the runtime
facade, so they did not exercise this guard.

**Expected behavior**

The verified preservation owner can reopen its exact stopped allocation
to save files. Other callers remain blocked. Recovery preserves newer
local files and does not start another agent or repeat a completed
external action.

**Steps to reproduce**

1. Seed a terminal source run with a retained sandbox, a recovery
action, and the workspaceRestoreRecovery lease marker.
2. Give the source a verified stop receipt.
3. Call recoverRetainedWorkspace through environmentRuntimeService.
4. Before this change, the recovery action returns to blocked with
source_binding_invalid. No files are copied.

**Paperclip version or commit**

Reproduced on master at 65f59e339a. The
same failure was observed in a served build containing #16965.

## What Changed

- Add an internal preservation resume method. It validates the exact
company, task, run, action, lease, environment, current physical owner,
and stop-only cleanup claim before provider access.
- Keep ordinary resume and destructive cleanup blocked for protected
sources.
- Run all retained-workspace fixtures through the assembled environment
runtime. Add a failing-before/passing-after protected-source regression
and four rejection cases.
- Use the same runtime path and protection marker in the opt-in Daytona
interruption probe. Allow a verified immutable snapshot UUID as its
input.
- Document the authority boundary and verification recipes.

## Verification

- Red: the protected-source regression failed with expected recovered,
received blocked. It recorded source_binding_invalid before provider
resume.
- Green: 235 tests passed across workspace recovery, durable task Retry,
and environment runtime. These include saved files, newer local files,
bounded retries, competing owners, and no extra run or wake.
- pnpm -r typecheck and pnpm build passed. The initial sandboxed
typecheck could not open a tsx IPC pipe; the same command passed with
local process access.
- node scripts/check-maps.mjs and git diff --check passed.
- Live Daytona qualification passed using the same immutable snapshot ID
as the affected deployment. Export was interrupted after a real
download; a second controller restored the files and verified one
original agent start, one simulated external action, one saved snapshot,
and a stopped retained source. The disposable sandbox was deleted after
verification.
- Greptile reviewed 804dfe24ef at 5/5 with
no actionable findings or unresolved review threads.
- Full current-commit CI passed:
https://github.com/paperclipai/paperclip/actions/runs/39540771747.
Required ci / verify and ci / e2e passed. Superagent, Socket, and Snyk
checks passed.
- Full local pnpm test:run did not pass: 22,992 tests passed, one
managed-run identity test timed out at 60 seconds, and 100 tests skipped
across the first general-server phase. The command stopped before its
later phases. The unchanged agent-identity.test.ts suite then passed all
11 tests in isolation in 15.53 seconds. The original timeout remains
recorded; it is not reclassified as a full local pass. The same commit's
complete CI test matrix passed.
- The optional Paperclip Review completed with a neutral advisory 5/5 on
the same head and no actionable findings. It inspected all eight changed
files and connected code. It did not independently run tests or the
provider probe.
- Hosted ordinary Retry recorded one durable intent and no successor run
while file preservation remained blocked. The existing published review
stayed unchanged. Hosted recovery remains unverified until this
follow-up is deployed. A Retry acknowledgement alone does not prove
recovery.

## Risks

- Recovery can reopen a retained sandbox. The dedicated path requires
the current physical ownership claim and the exact source's stop-only
intent. It does not clear the ordinary protection marker.
- Provider failures retain the source and use the existing bounded
recovery budget. The provider cannot substitute another allocation.
- The live probe uses a disposable sandbox and simulated
agent/external-effect counters. It does not prove a live LLM or GitHub
review journey.
- No schema, public API, permission, budget, pause, or approval changes.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, code execution,
browser verification, and test tools. The exact served model variant and
context window 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 (focused suites; full suite
still running)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:27:45 -05:00
DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:23:00 -05:00
DottaandPaperclip dff63551fe fix: resume unfinished work after repository preparation (#17047)
## Thinking Path

> - Paperclip manages agents that perform work for a company.
> - Task repositories are prepared at normal run admission.
> - A running native task can stage a repository while its work remains
unfinished.
> - The controller did not offer that saved setup as a continuation.
> - The agent could add a timer or wait for a user restart.
> - This change uses the existing same-agent continuation and status
ledger.
> - The accepted explanation and proven conversation remain available
after setup.

## Linked Issues or Issue Description

Refs #17045. That prerequisite has merged. This PR targets master.

**What happened?**

A projectless native task can request a repository for the next
admission. An unfinished task has no server-selected repository
continuation. An explicit same-agent continuation also loses chat
provenance.

**Expected behavior**

An unfinished standard task can yield and resume through the existing
admission queue. Its explanation and final result retain the authorized
conversation. A task that only stages a repository can complete without
another run.

**Steps to reproduce**

1. Start a native standard task in a task directory.
2. Request an authorized repository through prepare_repository.
3. Yield with unfinished work and no explicit continuation.
4. Observe that the former driver rejects the yield, although the
pending repository is saved.

## What Changed

- Offer a saved same-agent continuation for the current task's pending
repository.
- Accept that current server continuation in the shared provider driver.
- Resolve chat provenance through applied status decisions, delivered
effects, and admitted wakes.
- Preserve accepted setup explanations without repeating an owned
question card.
- Document optional reproduction details and configured repository
discovery.
- Extend database regressions and workspace access maps.
- Preserve Copilot profile v52 and bind the shared continuation source
in v53. Include the active identity in the QA image fingerprint.

## Verification

- Five focused server suites: 100 checks pass.
- Shared continuation driver: 12 checks pass.
- Server typecheck passes.
- Map contract and whitespace checks pass.
- Existing API and driver assertions fail on the former implementation.
- Real dispatcher and queue cohort: 43 checks pass. The original
reply-loss regression fails before the dispatch receipt fix.
- Continuation driver and installation identity cohort: 62 checks pass.
- Regenerated capability inventory and contract checks pass.
- Final response precedence cohort: 109 checks pass. The stale-comment
case fails on the former implementation.
- All required CI checks, build, and both source reviews pass on
b9c8677635.
- Live provider journeys and deployed acceptance remain pending. No live
qualification is claimed.

## Risks

A pending repository now offers a next admission when unfinished
standard work yields. Incorrect eligibility could create unwanted work.
The lookup requires the current workspace and task. Explicit completion
does not use it. Existing Stop, admission, approval, and transport
authorization remain authoritative. No schema or public task-status
change is included. The shared continuation change requires a new
Copilot source identity. This PR preserves v52 history and does not
claim fresh Copilot live qualification.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose its exact deployment ID or context-window
size. Those values are not 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:17:50 -05:00
f3af9887ca fix(chat): keep each chat conversation in its own wake batch (#17054)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat channels let a linked user talk to an agent from Slack, GitHub
and other platforms. Each external thread is a chat conversation that is
bound to one issue.
> - One issue can have many conversations. A GitHub pull request review
makes one conversation for each inline finding thread.
> - When replies arrive behind an active run, the wake queue merges them
into one deferred wake. The merge did not look at the conversation.
> - A reviewed chat run can attest only one conversation. A merged batch
from two threads always failed attestation with `setup_failed` /
`reviewed_chat_execution_binding_not_authorized`, so no reply got an
answer.
> - This pull request keeps each chat conversation in its own wake
batch. The single-conversation attestation check stays the same.
> - The benefit is that replies in different review threads each get
their own attested run, one after the other.

## Linked Issues or Issue Description

Refs #16793 (related: chat origin during coalescing). No public issue
exists, so the bug report follows.

**What happened?**
A linked user replied in three different inline review-finding threads
of one pull request while the agent's review run was still active. The
three wakes merged into one deferred wake. The promoted run failed in
about 2 seconds with `setup_failed` /
`reviewed_chat_execution_binding_not_authorized` and
`providerWorkStarted=false`. None of the three replies got an answer.
The failed-chat retry cannot recover this batch, because a retry source
holds one conversation.

**Steps to reproduce**
1. Bind two chat conversations (two GitHub finding threads) to one
`in_review` issue.
2. Start a run for the assigned agent on that issue.
3. As the linked user, reply once in each thread.
4. Finish the active run.
5. See one promoted run that fails with
`reviewed_chat_execution_binding_not_authorized`.

**Expected behavior**
Each thread gets its own run. Each run attests its one conversation and
answers its reply.

**Cause**
`findExistingDeferredWake` matched on company, agent, issue and actor
only. The active-run coalesce path had the same gap.
`authorizeChatConversationForBoundRun` correctly denies a batch with
more than one conversation.

## What Changed

- `run-dispatch/domain/wake-context.ts`: add the `chatConversationId`
wake-context key, a reader, and `wakeChatConversationsConflict`. A
conflict means that both wakes have a conversation and the two
conversations are different.
- `issue-assignment-wakeup.ts` and `chat-channels/inbound/wakeups.ts`:
stamp the conversation ID on each inbound chat wake.
- `chat-channels/failed-run-retry.ts`: stamp the conversation ID on
failed-chat retry wakes, so later replies do not merge into a retry from
another conversation.
- `wake-queue` admission: do not coalesce into an active run of another
conversation. The deferred-wake lookup now matches only wakes of the
same conversation or wakes without a conversation.
- `heartbeat/queue.ts`: the same-scope queued or running coalesce target
is skipped when the conversations conflict.
- `doc/execution-semantics.md`: describe per-conversation chat wake
batching.
- Tests: an integration regression in the GitHub review block of
`chat-channels.integration.test.ts`, and unit cases for the active-run
branch in `wake-queue/application/use-cases.test.ts`.

## Verification

- Red before the fix: `pnpm --dir server exec vitest run
src/__tests__/chat-channels.integration.test.ts -t "replies in review
finding threads"`. The main case fails with one run: `{ status:
"failed", errorCode: "setup_failed", error:
"reviewed_chat_execution_binding_not_authorized" }`.
- Green after the fix, same command, 3 of 3 pass:
- Replies in two finding threads give two successive runs. Each run
succeeds, has `paperclipExternalChatExecutionBound: true`, and holds
only its own comment and conversation.
- Two replies in the same thread still give one run with both comments.
- After the linked identity is revoked, each separated run is still
denied (`setup_failed`) and the adapter does not execute.
- `vitest run src/modules/wake-queue src/modules/run-dispatch`: all
pass, with the new cases (different conversation, same conversation, run
without a conversation, non-chat wake).
- Related suites pass: `heartbeat-comment-wake-batching`,
`durable-chat-wakeup`, `chat-failed-run-retry-boundary`,
`issue-queued-comments-routes`, `heartbeat-stale-queue-invalidation`.
- Full `chat-channels.integration.test.ts`: 823 passed, 1 timed out. The
timed-out test (`GitHub terminal receipt composes pinned HTTP and
durable source authority (held_token)`) passes alone with and without
this change. The sandbox has a 4 GB memory cap.
- Not run locally: `pnpm -r typecheck` and `pnpm build`. The server
`tsc` process was killed at the 4 GB sandbox memory cap. CI runs both.
- Runtime dependency note: the deferred-wake lookup adds one JSONB
predicate to the existing deferred-wake query. It reads the same rows.
The query count does not change. The integration regression runs it
against embedded Postgres.

## Risks

- Low risk. No schema change and no migration.
- Behavior change: chat replies from different conversations on one
issue now run one after the other, not in one batch. Before this change,
such a batch always failed, so no working flow becomes slower.
- Wakes without a conversation (non-chat wakes, and wakes queued before
this deploy) keep the old coalescing. A deferred wake from before the
deploy has no conversation key, so one later reply can still merge into
it. That window closes when the queue drains.
- The check keeps the single-conversation attestation in
`authorizeChatConversationForBoundRun`. Revoked identities are still
denied.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), in Claude Code through
the Paperclip agent harness. It used tool use (shell, file editing, test
runs) 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 22:47:24 -07:00
Nicky Leach 65f59e339a Extend native instance secrets to project lifecycle plugins (#17034) 2026-10-20 20:09:16 -07:00
DottaandPaperclip c2daf906d9 fix: preserve task continuation and question delivery (#17045)
## Thinking Path

> - Paperclip manages agent work and delivers its results.
> - One task can need several runs and a saved workspace.
> - A run can succeed while the task waits for its next run.
> - Chat fallback treated that success as completion and dropped useful
status.
> - Monitor runs also lost their conversation origin, and text-question
cards lost their prompt.
> - This change preserves the task outcome and exact delivery authority
across those boundaries.

## Linked Issues or Issue Description

**What happened?**

A Slack task requested a repository, yielded to a scheduled
continuation, and showed only a generic completion message. The next run
could not publish through the original conversation. A later text
question showed its title and Respond button without the question
context. Workspace recovery could commit the saved monitor result
without restoring its explanation.

**Expected behavior**

The original conversation shows the accepted continuation explanation,
receives the resumed result, and displays the full question when input
is needed. A successful provider run does not claim that unfinished work
is complete. Recovery delivers saved output once without another
provider result.

**Steps to reproduce**

Start an authorized chat task, prepare a repository for a later
admission, save a monitor wait, and let that monitor resume the task.
Repeat with workspace finalization interrupted and with a free-text
question. Inspect the originating conversation and the persisted output.

Related merged work: #16806 and #16975. The open monitor and recovery
changes found during duplicate search address different status and
liveness policies.

## What Changed

- Keep committed monitor summaries visible through the shared board and
chat response resolver. Preserve interaction ownership and comment
reuse.
- Recover a saved monitor explanation after finalization, with no
repeated provider result.
- Prove monitor publication origin from the admitted wake and matching
scheduling receipt. Match company, task, agent, requester, and schedule;
reject ambiguous sources.
- Include monitor continuations in the existing publication scan and use
the canonical task binding. Keep current transport authorization.
- Suppress completion fallback for yielded results. Explain missing
final output without claiming completion.
- Include question summaries, prompts, and help text in modal-backed
cards. Keep answered text private.
- Update execution semantics, capability maps, and the bounded
reliability plan.

## Verification

- Original source fails four composed PostgreSQL regressions: monitor
origin, yielded completion, question body, and saved-summary recovery.
The shared response resolver also fails before the repair.
- Repaired focused cohort: 148 tests pass across publication, question
privacy, scheduler, and native monitor suites. These use real disposable
PostgreSQL; they do not qualify live Slack.
- Full workspace typecheck and production build pass locally. Map checks
and whitespace checks pass.
- All CI gates pass at 1701c48f17.
Greptile reports 5/5. Both review findings are resolved. The local
full-suite run remains separate.
- The added 21-admission lineage and cycle regressions pass with the
complete 11-test database suite.
- The larger live Codex/Claude qualification and deployed staging
acceptance remain in progress. This PR does not claim that milestone is
complete.

## Risks

- Incorrect lineage could disclose output to another conversation. The
resolver requires one exact receipt-backed source and the worker still
checks current delivery authority.
- Status recovery could duplicate output or compete with a question. The
source-run presentation marker, saved-comment reuse, interaction
arbitration, and replay tests protect those boundaries.
- No database migration or public task-status change is required.

## Model Used

OpenAI Codex, GPT-6 family, with repository editing, terminal tests, and
browser inspection. The runtime does not expose an exact deployment
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 20:43:17 -05:00
bbcf5dfe98 fix(heartbeat): renew legacy controller leases on a private pool (#17032)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 18:13:53 -07:00
Nicky LeachandPaperclip e5351b240a Verify native Runner setup through plugin tasks (#17029)
## Thinking Path

> - Paperclip manages work for AI agents.
> - An environment plugin can own a Runner task.
> - The merged launch-preparation contract lets the execution owner
build the provider configuration.
> - Core still needs a task process owner and a setup test that uses
that configuration.
> - This PR connects the task API to the Runner process-owner contract.
> - Operators can test a plugin environment before Core sends it task
work.

## Linked Issues or Issue Description

**Subsystem affected**

Runner, plugin SDK, and agent environment tests.

**Problem or motivation**

A task-only environment cannot use the shell-based setup path. Core must
verify the Runner hello exchange and process cleanup through dedicated
task operations.

**Proposed solution**

Add a lease-bound task driver and use it for a bounded setup probe. Keep
heartbeat admission and task execution in #16978. This PR follows the
merged launch-preparation contract in #16997.

**Alternatives considered**

A provider declaration alone cannot prove that Runner and the provider
connect. A shell bridge would give the plugin an unnecessary command
interface.

## What Changed

- Pass structured Runner launch data to process owners. Support an
external connection and explicit detach.
- Add typed launch authentication checks and checkpoint operations.
Check lease, run, project, and retained-task authority.
- Connect launch preparation, PRP, termination proof, and credential
handoff to the task driver. Reject local environment overrides during
installed-account setup. Pass saved-account identity and credential home
directly from Core.
- Run a short-lived setup probe through the existing agent environment
test API. Require a verified provider hello and cleanup. Keep saved
Copilot account checks metadata-only through a dedicated task operation.
- Update the Copilot source identity because the shared transport source
changed. Keep provider behavior and the earlier identity fixture.

## Verification

- CI passes on `f987adec7`: 55 successful checks and 5 expected skips.
Standard Greptile and Apex are both 5/5 with no open findings. The
branch merges cleanly with current master.
- Repository typecheck and build pass after the rebase onto the
workspace-provider contract. Server typecheck and build also pass after
the final setup fix.
- The 110 focused lease, SDK, setup, Copilot, and route cases pass after
the rebase. All 14 setup cases pass after the final change. These
include a real local Runner with a test provider. The saved-agent
model-discovery case also passes.
- Apex found that Core's relative workspace marker failed the driver
path check, and non-Codex sessions omitted the observed model. Both
failures were reproduced and fixed. The probe leaves physical workspace
selection to plugin preparation. The transport reads each provider's
observed model and exposes it to the driver. All 14 setup cases, 6
transport peer cases, and both existing real Runner/OpenCode cases pass.
Runner build and server typecheck pass.
- The coverage audit removed two redundant cases, repeated fixture code,
and two extra real Runner launches. It kept authorization, credential
selection, cancellation, lost replies, termination proof, checkpoint
identity, and provider setup checks.
- The Copilot source-identity check passes. The added-line secret and
PII scan passes. The unmerged v52 attestation was regenerated after the
shared transport fix.
- CI on `13faeff02` caught one stale Copilot digest assertion after
attestation regeneration. The literal now matches the candidate
attestation, and all 49 installation cases pass. That CI lane otherwise
passed 1,818 cases.
- An earlier CI run hit an unchanged UI toast timing test. The separate
fix is tracked in #16952. Current CI passes that shard. CI also caught a
stale model-discovery assertion in this change; the assertion is fixed.
- The local full-suite run was stopped when master changed. The final CI
run supplies exact-head full-suite validation. No live Cloud or provider
test was run.

## Risks

- Native hello tests require a saved Core account or the installed
account. Local environment overrides are unsupported for
installed-account probes and fail before the provider runs.
- A native task provider must declare launch preparation and
authentication-check version 1. It must keep the checked configuration
fixed through submission. Core rejects providers that cannot make this
guarantee.
- A lost task reply does not prove process termination. Core retains
grants until the provider proves termination and Core saves required
state.
- This PR does not enable native heartbeat dispatch through plugin
environments. Cloud deployment and live provider validation remain
separate.

## Model Used

OpenAI Codex, GPT-6. The exact model ID and context window are not
exposed in this session. Tool use includes code editing, local tests,
and the GitHub CLI.

## 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 relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal issue
details
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:13:09 -07:00
Nicky LeachandPaperclip 79b2bf78dd Create agent records when onboarding names are submitted (#17005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Core onboarding selects an agent and connects its provider account.
> - The current flow creates the agent record after authentication.
> - Setup needs a stable agent identity as soon as the user submits its
name.
> - This PR saves a paused setup record on name submission and finishes
the hire on that same record.
> - The existing sandbox authentication and approval paths continue to
apply.

## Linked Issues or Issue Description

**Subsystem affected**

Core agent lifecycle, shared validators, and onboarding UI.

**Current behavior**

Onboarding creates the database record at the final hire step. Earlier
authentication and saved setup have no agent record.

**Proposed behavior**

Create a paused agent with a setup hold when the user submits its name.
Do this before adapter selection or authentication. Update that same
record after adapter selection. Reuse its ID on retries and saved setup.
Finish that record through the existing hire path.

**Reason and benefit**

Give setup a stable identity without coupling this refactor to computer
provisioning or a new execution backend.

**Breaking changes**

Incomplete setup now leaves an inactive agent record. Existing clients
can still create and hire agents without the new optional fields. The
sandbox authentication flow and API key support remain in place.

**Additional context**

Requested Core-only refactor. Related work: #15422 changes runner
defaults. This PR preserves those choices. No duplicate early-record
refactor was found in the issue and PR search.

## What Changed

- Save the agent when the user submits its name in both onboarding entry
points. Use a provisional adapter until the user chooses one. Reopen
name-only drafts at adapter selection.
- Add retry-safe setup creation and same-record hire completion. Keep
approval checks at final hire.
- Save and restore setup configuration in both onboarding entry points.
Show Finish setup for paused setup agents.
- Restrict setup changes to authorized board users. Block generic resume
until setup finishes.
- Add lifecycle, authorization, connection, and UI coverage. Update the
specification and feature maps.

## Verification

- Latest focused server run: 126 lifecycle and AI-connection tests
passed after the Apex fixes. An earlier broader run passed 301
lifecycle, instruction, adapter-validation, and AI-connection tests.
Earlier authentication, retry, cross-company, and direct-create
regressions also passed.
- Name-save verification: 336 tests across the wizard, naming dialog,
New agent, action-button, and wizard-step suites passed. Coverage
includes retry identity, repeated submission, closing during a save,
saved-model restoration, and a disabled process adapter.
- Shared, server, and UI TypeScript checks passed. The latest UI package
check and direct server TypeScript check passed. The server package
preparation command could not finish locally because Cargo is
unavailable; full build preparation runs in CI. Map checks, token gates,
and `git diff --check` passed; each pushed diff was scanned for
credentials and PII.
- All six onboarding browser tests passed together with installed Chrome
against a fresh throwaway instance after the Apex fixes. They include
numbered duplicate names, first-time Copilot without a connected
account, and Grok’s saved model. They verify early persistence in both
entry points, closing and reopening a name-only draft, same-record
adapter selection, sandbox sign-in, login reload, and failed-connection
gating. Provider responses are simulated; Core persistence is real.
- Regression coverage includes incomplete Copilot creation versus final
validation, Kimi settings through redacted responses, stale local
drafts, company switches during creation, saved environments, and
provider changes with personal/shared old bindings.
- Apex found five name-only setup gaps: numbered names, early Copilot
account validation, the Grok model default, same-name draft ownership,
and provisional runner restoration. The fixes preserve server names,
defer implicit account binding until hire, set Grok’s model, avoid
name-based reuse of unfinished records, and restore Auto for pending
adapter choices. UI, database, and browser regressions cover these
cases.
- Standard Greptile found a Grok provider mismatch in the new adapter
save. The save now uses ACPX with the Grok profile. Both the 129-test
dialog/setup run and a real-API browser regression passed after the fix.
The first browser attempt stopped on an ambiguous empty-roster button
selector; it now scopes the click to the toolbar.
- Moving the save point exposed a saved-model reset and timing
assumptions in the same-name and portal fixtures. The source choice now
preserves the restored model, and tests cover same-name recovery without
a second hire.
- Initial CI exposed direct-create compatibility, concurrent setup
effects, fixture assumptions, and a missing-fields assumption in the
provider-validation guard. These were fixed and verified locally. Review
findings were addressed with authorization, recovery,
credential-persistence, and restored-configuration regressions.
- The final desktop capture passed after host resource cleanup. A repeat
first failed before Core started because macOS had exhausted
shared-memory IDs. Standalone PostgreSQL initialization reproduced the
same error. Releasing only unattached control segments from this task’s
stopped test databases allowed the unchanged revision to pass. No Core
or system setting changed.
- Local database tests required port access outside the sandbox. Missing
declared development dependencies were supplied outside the branch. No
live provider sign-in was tested locally.
- [Full monorepo
CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236)
is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard
Greptile scored 5/5 with zero new comments (check `118969424903`). The
subsequent Apex review also scored 5/5 with zero new comments (check
`118972866331`) on that same commit. All review threads are resolved.
- The separate Superagent Security scan returned neutral/inconclusive
because its pinned merge-base checkout failed or timed out. GitHub
returned 404 for check and suite rerun requests. This is not a
successful security scan; the CI workflow and other security checks
passed.

## Risks

- Users can leave inactive setup records behind, including after name
submission alone. These records cannot run until hire completes.
- Setup completion touches hiring and approval boundaries. Tests cover
retries, company isolation, creator permissions, and approval snapshots.
- An uncertain credential-save result retains its new secret reference
for retry. A confirmed client rejection removes only credentials staged
by that attempt.
- No schema migration or VM provisioning change is required.
Agent-computer integration is out of scope.

## Model Used

OpenAI Codex, based on GPT-6, with repository search, code editing, and
tool execution. The exact deployment 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] Apex Greptile is also 5/5 on the same commit as standard review
and green CI
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:08:57 -07:00
DottaandPaperclip d33b40a5c3 fix: recover saved work and provide reliable task Retry (#16965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must retain work when an execution or workspace
export fails.
> - Retained-workspace holds can leave saved input waiting with no
usable Retry action.
> - Users cannot verify process ownership or repair provider
allocations.
> - This pull request gives system recovery a durable budget and gives
each deliberate Retry a durable intent.
> - Safe recovery can preserve files, settle an accepted result, or
prepare an independent workspace.
> - One task state keeps infrastructure diagnostics out of the ordinary
conversation while preserving real permission and approval gates.

## Linked Issues or Issue Description

**What happened?**

A task with a retained workspace can show recovery, failed-run and
saved-message warnings at the same time. Historical runs without native
workspace descriptors cannot use the native restore path. Old recovery
metadata can prevent a new attempt even when an independent workspace
would be safe.

**Expected behavior**

Paperclip owns bounded infrastructure retries and file preservation. A
user can request another attempt with ordinary Retry. Thinking appears
immediately. The service preserves completed effects and current user
controls. It does not claim that starting fresh recovered the old files.

**Steps to reproduce**

1. Retain a failed run and its workspace after export or process-stop
failure.
2. Save a follow-up while the recovery hold is active.
3. Open the task and try to continue without infrastructure credentials
or operator certification.

Refs #16906, #16835, #16883. This extends their recovery and receipt
contracts. Related work: #16962 and #16963.

## What Changed

- Add task-level Retry with company-scoped authorization, all-status
idempotency and durable admission before physical work. Keep exact-run
Retry compatible.
- Add typed recovery phases, finite persisted backoff, historical
adoption and durable local failure diagnostics.
- Preserve native workspaces or verified historical snapshots. Admit an
independent fresh workspace only after execution containment. Keep
old-source preservation and cleanup obligations separate.
- Carry completed publication and API receipts forward. Fence uncertain
mutation retries across replacement runs. Preserve connected-chat
identity and authorization.
- Re-enter normal dispatch for saved input. Reuse accepted results
through the existing finalizer.
- Use one task interruption projection across the thread, composer and
task list. Show optimistic Thinking, ordinary Retry and genuine user
gates.
- Add PostgreSQL, filesystem, API, browser-fixture and controlled
provider coverage. Document the behavior and update the feature/access
maps.

## Verification

- All GitHub Actions CI jobs pass on
`6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all
server/chat/workspace and serialized suites, Runner checks, eight
browser shards, canary and build. The required merge gate passes.
- Greptile reviewed the final commit at 5/5, with no actionable findings
or unresolved review threads. Its two earlier P1 findings are fixed.
- Full recursive typecheck and build pass locally on the final commit.
All 16 task Retry cases pass against isolated real PostgreSQL. The
unrelated-success case and both stale Retry cases fail on the previous
code and pass after the fix.
- The corrected gateway fixture passes its uncertain-mutation and
independent-read case. Four real HTTP API cases pass for definite
403/422 rejection, completed-effect reuse, and uncertain-effect fences
across deliberate and automatic retries. These focused gateway/API
checks used a temporary database lifecycle harness on an existing
healthy local PostgreSQL process. The standard repository helper is
unchanged.
- Earlier qualification covers 291 task UI cases, saved-file copyback
and ancestry, current Agent Chat ownership races, nine chat Retry API
browser cases, and six assembled browser recovery fixtures. A real
API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a
delayed response, admitted one successor in a separate workspace,
retained original files, and survived reload.
- The controlled Daytona test interrupts export, joins the controller,
restarts it in a separate process, and verifies one agent start, one
external sentinel operation, retained file contents and no premature
cleanup. It does not establish abrupt-kill or live LLM/GitHub
acceptance.
- The full local `pnpm test:run` was attempted and was not green: an
OAuth row-lock timing assertion failed, and a later suite exhausted
macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun
against a separate database. Later embedded database initialization
failures remain recorded; the final CI matrix passes.
- Security scanning passed on production-code commit
`63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes
one test-fixture identity line. The final scan is neutral/inconclusive
because its pinned merge-base checkout failed or timed out. Both rerun
API requests returned 404, so no fresh successful scan is claimed.
Socket and Snyk checks pass on the final head.
- The optional Paperclip Review remains queued behind an earlier run in
workspace finalization. Its prior completed assessment was incomplete
because a comparison tool was blocked by the platform filter. It is not
counted as a completed code review. GitHub does not require this check
for merge.
- Hosted acceptance remains pending deployment. Local and CI results do
not establish recovery of a hosted task or its retained files.

## Risks

- Recovery changes span admission, physical ownership and dispatch.
Incorrect evidence could permit overlapping work. Existing physical
locks and authoritative stop requirements remain in place.
- The migration adds concurrent indexes. It requires the existing
top-level migration runner and retries incomplete index creation safely.
- A fresh attempt can complete while old-source preservation remains
unresolved. The service retains that obligation and does not report
those files as recovered.
- Unknown tool mutations remain blocked until their authoritative
receipt owner resolves them. Generic upstream tools have no universal
result-query protocol.
- Recovery and diagnostics stay inside the stack. No Cloud incident
endpoint, notification worker or new outbound reporting channel is
included.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose a more specific
model version or context-window size. The model used reasoning, shell
execution, source editing and browser tools. No model subagents were
used for this implementation.

## 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 suites; the full
local run limitation is documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 19:58:53 -05:00
DottaandPaperclip 6c9b87d092 trace(server): expose repository admission waits (#17040)
## Thinking Path

> - Paperclip manages work performed by AI agents.
> - The controller prepares a task workspace before it starts a provider
turn.
> - Repository admission also runs when a checkout already exists.
> - One observed reuse took 16.877 seconds. Its child spans explained
only 3.556 seconds.
> - The missing detail covered repeated authority checks, catalog work,
and publication waits.
> - This change exposes those operations under the existing execution
attempt.
> - Operators can expand the slow phase before choosing a performance
fix.

## Linked Issues or Issue Description

Refs #16963, #16330, and #16515. The provider-routing work in #17019 has
a different scope.

**What existing behavior does this improve?**

Repository-admission traces for new and reused checkouts.

**Subsystem affected**

server/ orchestration and operator-configured OpenTelemetry tracing.

**Current behavior**

The admission span can contain a long interval without child spans.
Existing project checks, HTTP requests, and checkout lookup do not
explain current-task checks, database awaits, credential refresh, or
publication locks.

**Proposed behavior**

Expose nested spans for current binding and task access, individual
identity reads, catalog construction, credentials, grant transactions,
filesystem validation, Git inspection, and directory-lock acquisition,
work, and release.

**Reason and benefit**

The trace can distinguish repeated checks, remote calls, database
awaits, and directory contention. A database-await span includes driver,
network, pool, and server time. It is not isolated SQL execution time.

**Breaking changes**

None. No API, schema, permission, retry, lock, or repository behavior
changes.

## What Changed

- Add fixed admission phases beneath the existing execution attempt.
Keep the existing project, checkout, and HTTP detail.
- Trace current-task authorization stages only under workspace access.
Unrelated decisions cannot consume that detail budget before admission.
- Trace GitHub catalog reads, credentials, provider metadata, grant row
locking and writes, transaction settlement, and webhook work.
- Separate directory-lock acquisition, the protected operation, and
release without changing the adapter lock contract.
- Document the hierarchy and timing limits. Keep endpoint gating, span
caps, and hashed run correlation. Add no span attributes or exception
text.

## Verification

- Nine new tests passed with real PostgreSQL, real Git, and SDK-exported
spans. They cover directory contention, grant-row blocking, all three
binding checks, reuse without cloning, dirty files, private-task denial,
receipt repair, conflict retry, endpoint-off behavior, and parent IDs.
- Twenty earlier unrelated authorization decisions do not exhaust the
admission detail budget.
- Existing authorization and trust suites: 105 tests passed. Existing
timing/context suites: 26 tests passed. Existing repository-access
tests: 6 tests passed.
- `pnpm -r typecheck` and `pnpm build` passed on commit
`5a986d8c86644dfb7ee39b3b832e2d7c86532598`.
- `pnpm test:run` could not complete locally. The temporary
five-connection cluster returned `sorry, too many clients already` in
chat fixtures, and the run was interrupted. It is not a pass. The
complete standard CI workflow passed on the same commit, including all
12 server shards and all three chat shards.
- Final current-head checks: 54 success, two neutral, two skipped, zero
pending or failing. The [CI
aggregate](https://github.com/paperclipai/paperclip/actions/runs/39522187940/job/118971261973)
passed.
[Greptile](https://github.com/paperclipai/paperclip/pull/17040#issuecomment-6305066520)
and [Paperclip
Review](https://github.com/paperclipai/paperclip/pull/17040#issuecomment-6305017182)
both assessed this exact commit at 5/5 with no actionable findings or
unresolved threads.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`
passed.
- This macOS host exhausted its SysV semaphore quota. Database tests
used a temporary command-scoped initdb preload with five connections,
fewer workers, and a larger lock table. No repository test
infrastructure or shared host settings changed. Initial skipped tests,
focused-fixture failures, and clock-order assertion failures were
corrected and rerun; they are not counted as passes. The complete local
run remained connection-limited and was interrupted.
- Local SDK export proves parentage and privacy. Hosted Honeycomb
ingestion remains unverified until deployment. No deployment occurred.

## Risks

Span recording requires an operator-configured OTLP endpoint. Each fixed
detail name remains capped at 16 occurrences per attempt. Later
operations still execute under their enclosing phase. Timing wrappers
preserve the existing operations and their errors. No migration is
required. The change does not itself reduce admission latency.

## Model Used

OpenAI Codex, based on GPT-6, with tool use, code execution, and
delegated agents. The exact hosted model identifier and context-window
size are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 19:50:51 -05:00
Nicky LeachandPaperclip 8b4ab65b1c Add plugin-owned project storage and task workspaces (#17001)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code execution, and
tests. The exact model variant was not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:35:33 -07:00
Devin FoleyandPaperclip 572bef4ba7 fix: omit re-downloadable Codex remote plugins from failover backups (#17026)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native Codex sessions in remote sandboxes copy the sandbox's Codex
home into a host-side failover backup after every turn
> - Ephemeral sandboxes restore that backup at the start of every turn,
so its size affects both disk use and turn latency
> - Most of each backup is remote plugin data that Codex itself treats
as a cache and re-downloads on startup
> - This pull request leaves that data out of Codex checkpoints, keeping
everything a resumed session needs
> - The benefit is backups roughly 80–90% smaller, less data moved per
turn, and much slower disk growth

## Linked Issues or Issue Description

Bug report described in-PR (bug report template). Related: #16866
(expires failover backups after their issues close).

**What happened?**
Failover backups grow quickly because each Codex checkpoint includes
`$CODEX_HOME` remote plugin data. On one instance, 204 backups held 22.1
GB:
- `codex-home/plugins/cache/openai-curated-remote`: 8.3 GB (about 29 MB
per backup);
- `codex-home/cache/remote_plugin_catalog`: 6.1 GB (one 38 MB catalog
file per backup);
- `codex-home/sessions` (the conversation history): 0.31 GB.

About 80 new backups (9.8 GB) were written per day. Ephemeral sandboxes
also copy all of this into a fresh sandbox before each turn.

**Expected behavior**
Checkpoints keep what a resumed session needs and omit data that Codex
re-downloads itself.

**Steps to reproduce**
1. Run a Codex agent with ChatGPT auth in a remote sandbox environment.
2. Inspect
`<instance>/runtime/paperclip-runner/durable-sessions/*/failover-backups/current/codex-home`.
3. Most bytes are under `plugins/cache/openai-curated-remote` and
`cache/remote_plugin_catalog`.

**Paperclip version or commit:** `master` at f89c37791c.
**Deployment mode:** server with remote sandbox environments.
**Agent adapter(s) involved:** Codex (native app-server and ACPX).

## What Changed

- **`server/src/services/native-runtime/native-session-executor.ts`:**
Codex checkpoints (direct and under ACPX) now also exclude:
- `plugins/cache/<marketplace>` for Codex's six remote marketplaces
(`openai-curated-remote`, `created-by-me-remote`, `workspace-directory`,
`workspace-shared-with-me`, `workspace-shared-with-me-private`,
`workspace-shared-with-me-unlisted`);
  - `cache/remote_plugin_catalog`;
- `plugins/.remote-plugin-install-staging`, and
`.remote-plugin-install-staging` (the location older Codex versions
use).
- **Still kept:** local and bundled plugin caches, `plugins/data`, the
Apps tool cache (`cache/codex_apps_tools`, which avoids waiting up to 30
s for the Apps MCP server), session rollouts, and the state databases.
- **Tests:** a real-tar checkpoint test covers kept and omitted entries;
the profile expectations are updated.
- **`doc/recoverable-disk-cleanup.md`:** describes what Codex failover
copies omit and the first-turn effect.
- No code comments were added.

**Why the omitted data is safe to drop** (Codex source at commit
d4e03acb):
- **Server-side source of truth:** the installed remote plugin list
comes from the server (`/backend-api/ps/plugins/installed`) and is held
in memory; these directories are not the source of truth.
- **Self-healing startup:** at `app-server` startup, a background task
reconciles missing bundles and force-refreshes the catalog
(`core-plugins/src/manager.rs`, `remote_installed_plugin_sync.rs`).
- **No path dependencies:** rollouts and state store plugin ids, not
paths into these directories.

## Verification

- `pnpm exec vitest run
src/services/native-runtime/native-session-executor.test.ts` (in
`server/`): 766 passed.
- **Mutation check:** dropping one remote marketplace from the exclusion
list fails both the new checkpoint test and the profile test.
- `pnpm run typecheck` (in `server/`): pass.
- **Manual resume with Codex CLI 0.162.1 and ChatGPT auth:**
1. Started a session in a fresh `CODEX_HOME`. This downloaded 28 MB of
remote plugins.
  2. Copied the home without the excluded entries: 34 MB became 4.9 MB.
3. Ran `codex exec resume --last`. It recalled the conversation in 3 s,
and the remote plugins were re-downloaded in the background without
errors.
- **Compatibility:** restore compares only top-level directory names
(`compatibleNativeHarnessBackupManifests`), so existing backups that
still contain the plugins restore unchanged.

## Risks

- **First turn after a restore:** remote plugin skills and tools can be
missing until the background download finishes, typically seconds. Codex
leaves an unavailable remote plugin out of a turn; it does not fail the
turn. Later turns include it.
- **Network and auth:** re-downloading requires ChatGPT auth and network
access from the sandbox, which remote plugins require anyway, since
Codex fetches the installed list from the server on every start.
- **Per-turn download:** ephemeral sandboxes download the remote plugin
bundles each turn, about 28 MB in the observed case, in the background.
In exchange, about 90 MB less is copied from the host before each turn.
- **Rollback:** revert.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:01:48 -07:00
DottaandPaperclip 15176963b1 fix: stop idle skill-source polling (#17008)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:21:42 -05:00
DottaandPaperclip cb2d6e80d3 perf: stop polling idle Muse maintenance (#17000)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Muse connects an external worker to a Paperclip agent.
> - Its maintenance loop scans the database every five seconds, even
without bindings.
> - These empty scans prevent an otherwise idle database from sleeping.
> - The shared delivery coordinator can react to committed writes and
saved deadlines.
> - This change uses that coordinator and retains recovery for
unfinished assignments.
> - Idle Muse maintenance can now stop querying the database.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Muse qualification, OAuth authority, and terminal assignment
maintenance.

**Current behavior**

A claimed instance runs two empty scans every five seconds even when
Muse has no bindings. This produces about 34,560 unnecessary queries per
day. Warm standby suppression from #16974 does not cover claimed
instances.

**Proposed behavior**

Recover once at startup. Wake after relevant transactions settle.
Schedule qualification expiry at its saved deadline. Retain five-second
recovery only for failures and unfinished assignments.

**Reason and benefit**

Remove recurring database traffic from idle Muse maintenance while
preserving authority checks and recovery. Reuse the database work signal
foundation from #15625 without adding tables.

## What Changed

- Register Muse maintenance with the shared delivery coordinator and its
idle admission rules.
- Signal pairing, OAuth attachment and revocation, qualification
changes, and new assignments before transaction writes. The existing
transaction layer waits for outer commit.
- Restore qualification deadlines from persisted bindings. Retry failed
sweeps and unfinished assignments.
- Add PostgreSQL tests for idle quiet, nested commit, rollback,
deadlines, standby, drain, and failure recovery. Verify signals from
actual Muse producers. Preserve startup, newly committed work, and
failed sweep retries across idle drain without SQL polling.
- Document the remaining recovery cadence and sleep limitations.

## Verification

- `pnpm -r typecheck`: passed before rebase. Server typechecking also
passed after rebase and the drain fix.
- `pnpm build`: passed before rebase.
- Final change: 33 maintenance, delivery coordinator, and scheduler
tests passed. Maintenance used a fresh disposable PostgreSQL 17
database.
- Muse control-plane tests: 254 passed against the same disposable
database.
- `pnpm test:run`: attempted, then stopped after repeated embedded
PostgreSQL startup failures from this host's semaphore limit.
Native-session, Muse, and AI-connection suites could not create local
clusters. The complete suite runs in CI.
- `git diff --check`: passed.
- Final commit `e106cbf20d`: all CI gates passed, including complete
test suites, E2E, build, production bundle boot, public-install smoke
test, and canary dry run. Greptile and Paperclip source reviews both
rated 5/5, with no unresolved findings.

The focused suites accept `PAPERCLIP_MUSE_MAINTENANCE_TEST_DATABASE_URL`
and `PAPERCLIP_MUSE_CONTROL_TEST_DATABASE_URL`. Use a disposable test
database; fixtures remove test data.

## Risks

- Unfinished assignments retain five-second recovery. This change
removes idle polling, not all Muse polling.
- Signals are process-local. Independent database writers need explicit
integration. Startup recovers persisted state.
- Qualification deadlines depend on the running process. Existing
durable Muse sleep blockers remain unchanged.
- The receiver keeps its batching timer. An empty buffer already makes
no database calls.
- No schema migration or API change.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and repository tools.
The exact model version is not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 14:20:59 -05:00
Devin FoleyandPaperclip a2d26a83fe fix(inbox): keep automatic work out of Mine by default
Keep channel and routine attribution out of Mine unless the person participates directly, is assigned the task, or receives a current addressed request. Apply the same source rules to unread state, archives, and task notifications. Preserve direct comments and current human action requests.

Restore the two expressions damaged by redaction during the earlier master merge.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 13:46:10 -05:00
Nicky LeachandPaperclip dc6dd23ea4 Add plugin Runner preparation task contract (#16993)
## Thinking Path

> - Paperclip manages work for AI agents.
> - Environment plugins can own Runner tasks.
> - Core selects provider policy and runtime assignments.
> - The execution environment must resolve its own paths and
configuration.
> - The task API needs a preparation exchange before execution.
> - This PR adds that exchange under the existing lease authority.

## Linked Issues or Issue Description

**Problem or motivation**
The environment task API can start a Runner. It cannot return a prepared
provider configuration from Core requirements.

**Proposed solution**
Add a versioned `prepare` request and `prepared` result. Keep the
provider configuration bound to its task and requirements. Check the
same company, run, project, and retained-session authority as
submission.

**Alternatives considered**
A shell preparation command would expose execution details in the API.
Provider-specific ownership flags would spread this contract across
backends.

**Roadmap alignment**
This extends the existing plugin and remote execution APIs. It does not
add a separate execution system.

Refs #16977, #15406. The prerequisite #16977 is merged. This PR now
targets master. Runner transport and provider implementations follow
separately.

## What Changed

- Add strict launch requirements and prepared result schemas.
- Add the preparation capability version and saved configuration ID.
- Apply existing lease and resource checks to preparation.
- Document idempotency, cancellation, recovery, and cleanup
requirements.

## Verification

- `pnpm -r typecheck` passed.
- Plugin SDK build passed.
- All 55 Dot Runner and native Codex server integration tests passed
with Cargo available on PATH.
- All 18 environment task runtime tests passed. These include
preparation dispatch, inactive leases, wrong run identity, unauthorized
projects, result identity, and unknown command rejection.
- The broader root suite on the parent refactor finished with 22,420
passing tests, seven failed tests in unchanged Git and diagnostic code,
and two suite setup errors because Cargo was absent from its PATH. This
PR does not claim a passing full root suite.
- No live provider calls or deployment were run. 
- Standard Greptile and Apex each scored commit
`d3ac15906240b7066f5ff505ed2ffd9ef5dd43c1` 5/5. There are no unresolved
review threads.
- All 55 CI checks passed. Two optional checks were skipped. The branch
is ready and mergeable against master.
- A fresh master fetch and merge-base check passed immediately before
the Apex request.

## Risks

- This defines a new optional worker operation. Existing providers keep
their current operations.
- A provider must validate policy and resource bindings. Schema
validation alone does not validate a concrete provider descriptor.
- This PR defines the exchange. It does not connect native execution to
a preparation provider.

## Model Used

- OpenAI Codex, GPT-6. Reasoning and repository tools. The exact serving
model identifier and context size are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 11:41:49 -07:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

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

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

Preserved CI failures and retries:

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


## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00