Commit Graph
83 Commits
Author SHA1 Message Date
DottaandPaperclip 6dc58115cd fix(server): schedule stopped instruction collection
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 20:26:32 -05:00
DottaandPaperclip 854244092a fix(server): schedule owed agent directory cleanup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 19:57:37 -05:00
DottaandPaperclip 03e1b3cd72 fix(server): recover captured instruction saves from committed deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 19:40:31 -05:00
DottaandPaperclip ecef7776a4 test(server): cover retry cancellation startup registration
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 19:23:29 -05:00
DottaandPaperclip 2ca12f8063 fix(server): schedule tool health from connection changes and deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:27:46 -05:00
DottaandPaperclip 17f3eaf806 Merge repaired plugin scheduling into tool health migration
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 23:59:10 -05:00
DottaandPaperclip 0d3100665d fix(server): back off failed approval queue projections
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 23:55:39 -05:00
DottaandPaperclip cde69869bf test(server): reproduce idle tool health maintenance scans
Record the producer audit and failing baseline before migrating the worker.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 23:35:12 -05:00
DottaandPaperclip e04a0375dc fix(server): wake approval queue seeding from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 15:56:37 -07:00
DottaandPaperclip 9c5c4fbf65 fix(server): schedule join request retention from durable deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 15:38:08 -07:00
DottaandPaperclip ea3dd40cdd fix(server): schedule approval retention from durable source deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 14:43:07 -07:00
DottaandPaperclip 5062efb368 fix(server): invalidate decision targets from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 13:47:32 -07:00
DottaandPaperclip a5b5994c1d fix(server): recover decision effects from saved claim deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 13:32:27 -07:00
DottaandPaperclip 18c11e3110 fix(server): schedule decision TTL expiry from saved deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 13:09:47 -07:00
DottaandPaperclip 66bbef521e fix(server): wake decision continuations from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 13:03:17 -07:00
DottaandPaperclip 692e3ee02c fix(server): wake archive notification delivery from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 12:22:58 -07:00
DottaandPaperclip 0956883a84 fix(server): wake tool-review card repair from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 12:14:33 -07:00
DottaandPaperclip fd2d848a7b fix(server): schedule interrupted tool claims by their deadlines
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 10:44:45 -07:00
DottaandPaperclip 5dcd193d35 fix(server): recover approved tool actions from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 10:38:39 -07:00
DottaandPaperclip 5b9ec3b11f refactor(server): isolate pending tool review expiry
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 10:04:56 -07:00
DottaandPaperclip 75332b9641 fix(server): schedule gateway credential expiry from committed changes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 09:54:24 -07:00
DottaandPaperclip d41590ac0e test: verify secret expiry settlement and concurrent producer writes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 09:47:38 -07:00
DottaandPaperclip 36844a458b test: cover concurrent setup expiry changes and startup ownership
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 09:43:47 -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 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
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
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 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
Devin FoleyandPaperclip cda77edc60 perf(server): stop readiness waiting on startup housekeeping (#16329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On restart, `/api/health` reports `starting` until startup recovery
finishes, and deploy tooling waits for `ok`
> - After heartbeat recovery, readiness also waits for housekeeping that
every scheduler tick repeats and that serving requests does not need
> - #16330 added OpenTelemetry spans for the main startup phases; native
recovery and orphan reaping are the slow ones, and both run the native
finalization reconciliation pass, which has no inner breakdown
> - This pull request stops readiness waiting on that housekeeping, and
records the phases of slow reconciliation passes as spans
> - The benefit is faster readiness on every restart, and traces that
show where a slow reconciliation pass spends its time

## Linked Issues or Issue Description

Builds on #16330, which records `controller.startup.<phase>` spans.
Related to #16328.

**What existing behavior does this improve?**
Server readiness time after a restart, and diagnosis of slow native
recovery.

**Current behavior**
- After heartbeat recovery, readiness waits for the custom-image setup
cleanup, tool connection health (remote MCP checks), decision expiry,
the adapter and setup-token login reapers, environment lease cleanup
(provider calls) and the retention sweep. Each also runs on every
scheduler tick. On one instance they added 11–28 s to every measured
restart. A throw in any of them fails startup.
- On the same instance, native recovery took from 33 s to 11.5 min and
orphan reaping from 30 s to 4 min across restarts in one hour. Both run
the native finalization reconciliation pass. The #16330 spans time each
step as a whole, but not the phases inside that pass.

**Proposed behavior**
- The housekeeping steps run after readiness. The scheduler interval
still starts after them.
- With an OTLP endpoint, a reconciliation pass of at least one second
records a span with one child span per phase.

**Reason and benefit**
Readiness depends only on what serving requests and run recovery need.
Slow reconciliation passes become attributable to a phase in the
existing traces, without adding trace volume for the periodic pass.

**Breaking changes**
None. A failed housekeeping step no longer fails startup; it is logged
and the next step runs.

## What Changed

- `server/src/index.ts`: moves the housekeeping steps into
`runStartupHousekeeping`, which runs after readiness under
`trackHeartbeatSchedulerWork` (idle sleep and shutdown wait for it).
Each step catches and logs its own failure (`startup housekeeping step
failed`). The heartbeat scheduler interval starts when housekeeping
finishes, unless the scheduler was stopped, so the reapers still finish
before the first timer tick.
- New
`server/src/services/native-runtime/native-reconciliation-timing.ts`:
records the phase boundaries of one pass. When the pass took at least
one second and an OTLP endpoint is configured, it emits a
`controller.native_reconciliation` root span
(`paperclip.native-reconciliation`) with child spans
`legacy_workspace_exports`, `obsolete_policy_reviews`,
`automatic_completion_reviews`, `candidate_scan` and `candidates`, using
the recorded start and end times. It records `scoped` and the candidate
count only. A failed pass marks the pass span and the running phase.
Tracing failures are swallowed.
- `native-finalization-reconciler.ts`: the exported function wraps the
pass in that timing and finishes it in `finally`, so failed passes are
recorded; the original error is rethrown.
- `doc/execution-semantics.md`: what readiness waits for, and the
housekeeping order. `doc/observability.md`: the reconciliation spans.

## Verification

- `pnpm exec vitest run
src/__tests__/server-startup-feedback-export.test.ts
src/services/native-runtime/native-reconciliation-timing.test.ts
src/services/native-runtime/native-finalization-reconciler-timing.test.ts
src/startup-recovery-timing.test.ts` (in `server/`): 52 passed. New
tests:
- Readiness is `ready` while a housekeeping step hangs, and the
heartbeat interval starts only after the step settles.
- A failed housekeeping step is logged, and the scheduler still starts
after the remaining steps.
- Span timing: nothing for a fast pass or without an endpoint; a slow
pass emits the pass span and one child per phase with the recorded
times; a failed pass marks the running phase and the pass; a failing
tracer does not throw.
- The reconciler records its phases and a failed outcome when a pass
throws, and rethrows.
- Three existing startup tests settle housekeeping before they read the
scheduler interval or the setup cleanup.
- `pnpm exec vitest run src/services/native-runtime`: 4,399 passed.
- `pnpm typecheck` in `server/`: passed.

## Risks

- Housekeeping now runs concurrently with the first requests and with
`waitForExternalAdapters`. None of these steps is needed to serve
requests, and each one also runs on every scheduler tick.
- Readiness is reported earlier; the heartbeat timer starts at the same
point relative to housekeeping as before.
- The new spans exist only with an OTLP endpoint and only for passes of
at least one second.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, test runs).

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 15:55:13 -07:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: database, shared contracts, server orchestration,
connections, and UI.

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these 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>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 835a022936 perf(server): wake delivery queues from transaction-aware work signals (#15625)
## Thinking Path

> - Paperclip manages AI-agent work and its delivery to users and
agents.
> - Five delivery queues scan the database even when empty.
> - Each queue already has durable rows; empty polling wastes idle
hosting capacity.
> - Producers can register intent inside their existing database
transaction.
> - Central transaction tracking can wake consumers after the outer
commit without extra caller wrappers.
> - A lost response needs reconciliation against PostgreSQL before an
empty queue is safe to leave idle.
> - This change uses one scheduler for outstanding work and lets
settled, empty queues go quiet.

## Linked Issues or Issue Description

Supersedes the closed #15614. Related idle-safety work: #15522 and
#15599.

**What existing behavior does this improve?**

Delivery scheduling for feedback exports, chat completions, connection
continuations, question answers, and tool-action receipts.

**Current behavior**

Feedback scans every five seconds. Four delivery queues scan on the
heartbeat interval, normally 30 seconds. Startup and some event paths
also scan them.

**Proposed behavior**

Each producer awaits one intent registration before its queue write. The
existing `createDb` transaction boundary tracks nested savepoints and
wakes the consumer after outer settlement. Startup scans restore durable
work. Pending rows, failures, and unresolved transactions retain retry
deadlines. Empty, settled queues have no timer or recurring scan.

**Reason and benefit**

Normal delivery starts after commit. Central tracking removes
caller-specific post-commit plumbing. PostgreSQL transaction status
resolves lost responses without new tables or a permanent uncertainty
latch.

**Breaking changes**

No API or schema changes. The notification scope is one DB owner and its
dedicated child pools. Direct SQL, separate roots, and other processes
require an explicit wake/recovery integration. This path requires
PostgreSQL 14+ transaction-information functions; embedded PostgreSQL
uses 18.

## What Changed

- Add one named-deadline scheduler and app-owned coordinator for five
existing queues.
- Instrument `createDb().transaction()` centrally, including nested
savepoints. Dedicated child connections share their owner's signal
scope.
- Register work before the five queue insert paths. The first
registration obtains the outer XID; unrelated transactions issue no
extra SQL. Tool receipt insertion gains a small transaction around its
existing insert.
- Query `pg_xact_status` only for rejected, tracked transactions. Probe
before scanning the queue. Retain the idle hold while PostgreSQL still
reports an in-progress transaction or the probe fails. Release it after
settlement and reconciliation.
- Remove unconditional delivery recovery scans and caller-specific
completion post-commit actions. Retain the existing task-scoped
completion activity fast path and durable claims.
- Coalesce wakes without postponing an earlier deadline. Retry
outstanding rows and failures; suppress dispatch during idle drain while
allowing transaction and queue reconciliation; suppress both during warm
standby. Cancel deadlines and await active delivery sweeps on shutdown.
- Serialize feedback flushes. Vote routes return after saving. Uploads
have a 30-second deadline and shutdown cancellation; unfinished exports
remain recoverable.
- Document the writer contract and update the dated sleep inventory.

## Verification

- Final head: `a4609956841107ad60c4cb50fe2acb05636b1363`.
- Passed: all final-head hosted checks, with 54 successes and two
intentional skips. The full test matrix, typecheck, build, canary, and
aggregate verification passed in [run
37940948440](https://github.com/paperclipai/paperclip/actions/runs/37940948440).
- Passed: Greptile 5/5 on the same head, with a successful check run and
zero unresolved review threads. The branch is mergeable.
- Passed locally after the final rebase: 50 coordinator, scheduler, and
startup tests; server typecheck; server build.
- Passed locally before the final import-only rebase: repo-wide
typecheck and build; 237 PostgreSQL producer/delivery and database
signal tests; feedback, native-question, and idle-safety regression
tests.
- Real PostgreSQL tests hold transactions open after an injected client
response loss, then commit or abort. They verify that an empty scan
cannot clear an in-progress transaction. Another test terminates a real
backend and verifies recovery without replay.
- Coordinator tests cover an hour with no empty-queue timers,
pending/error retries, worker replacement, concurrent writes,
earliest-deadline preservation, rollback during idle drain, committed
work during drain, standby, and shutdown.
- Local `pnpm test:run` was started and stopped after embedded
PostgreSQL startup failures appeared. It did not finish and is not
reported as a pass. Later local database reruns had skipped suites;
those skips are not claimed as verification. The earlier PostgreSQL
tests did execute and pass, and the final hosted full matrix passed.

## Risks

- One XID query is added per transaction that registers delivery work.
Nested transactions share that ID. Registration must be awaited before
writing; new enqueue paths must follow this contract.
- Work signals are local to a DB owner and its dedicated child pools.
Independent roots, direct SQL, or other processes are not observed.
Startup scans recover already committed rows, but do not fence late
transactions from a previous process. Cross-process ownership and
database failover require separate work.
- A database outage or genuinely unresolved transaction keeps an idle
hold until status can be reconciled. No timer clears uncertainty by
assumption.
- These changes remove five empty polling loops. They do not implement
whole-instance sleep, database teardown, or an external waker. The
earliest deadline covers only the registered queues.
- Waiting tool reviews retain their existing retry cadence until their
receipts can be delivered.
- Feedback vote responses no longer wait for the remote upload. Sharing
consent and the saved vote response are unchanged.
- Real hosting-provider sleep and cost savings have not been measured.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code
editing, and command execution. The runtime did not expose the exact
model revision or context window.

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 10:01:26 -05:00
Devin FoleyandPaperclip 9b624a110e fix: checkpoint database backups before idle sleep (#15629)
## Thinking Path

> - Paperclip coordinates agent work and preserves company state.
> - Hosted instances can stop compute when admission and all work
sources are quiet.
> - The periodic database backup timer currently blocks every automatic
sleep.
> - Disabling backups would remove recovery points.
> - This change offers an explicit final-backup checkpoint before sleep.
> - A verified archive and restart marker preserve recovery while
compute is stopped.

## Linked Issues or Issue Description

**What happened?**

An otherwise idle instance with automatic backups enabled always reports
background work. Operators cannot reclaim idle compute without disabling
those backups. The work inventory also queries the database before
checking known local blockers.

**Expected behavior**

An operator can enable checkpoint mode. The server may authorize sleep
only after all other work is quiet and a fresh backup is verified under
the same owned hold. Backups resume on restart with the existing
retention policy.

**Steps to reproduce**

Acquire a bounded idle drain on an instance with no application work and
automatic backups enabled. Read its owned idle safety report. It reports
present even when all other work is clear. With this change and
`PAPERCLIP_DB_BACKUP_IDLE_CHECKPOINT_ENABLED=1`, a successful final
backup can permit sleep; backup failures still refuse it.

**Paperclip version or commit**

Reproduced from master at 4265cb3a2b.

**Deployment mode**

Hosted single-process instances with persistent backup storage and
serialized sleep/wake operations.

Searched open backup and sleep PRs and issues. Related: #15522 and
#15599 establish owned idle holds and plugin drains. #15358 proposes
general backup health/retention validation; this change verifies only
opted-in sleep checkpoints and their restart catch-up.

## What Changed

- Add an off-by-default checkpoint flag. Keep automatic backups enabled.
- Reject known local blockers before database work.
- Finish a new backup during each owned safety check, including final
revalidation.
- Verify the complete gzip archive and sync its file and directory
before pruning older recovery points.
- Use unique checkpoint filenames so repeated checks cannot replace an
earlier verified archive.
- Keep backup work counted through dump, validation and persistence.
Changed owners, expired holds, concurrent work and errors refuse sleep.
- Persist a restart marker before the dump. Attempt a fresh backup on
restart before idle eligibility, then resume the normal timer. Only a
verified fresh backup clears the marker.
- Restrict managed checkpoint reads to verified Cloud control actors.
Tenant instance-admin elevation does not grant backup authority.
- Keep archive verification outside engine fallback so failures retain
their original cause.
- Document that recurring duplicate archives pause while asleep. The
final checkpoint and historical archives remain on persistent storage;
retention does not prune while asleep.

## Verification

- Focused idle, spool, backup and route checks: 137 tests passed,
including restoration into a separate PostgreSQL database.
- Backup library and checkpoint tests: 15 passed, including rejection
before historical backups can be pruned.
- `pnpm -r typecheck` and `pnpm build` passed. Follow-up server
typecheck and database build cover the verification callback.
- Review follow-up: 51 backup/restore/startup tests, 122 route/safety
tests, 32 signed-control tests, and server typecheck passed. Startup
cases exercise both flag states and retry after failure. The final
test-cleanup adjustment passes all 35 startup tests.
- The full local run hit four ancestor-directory skill-fixture failures
and one tool-route failure. All five passed from an isolated checkout at
949210 (3 targeted chat/tool checks and the complete 39-test email
suite). The redundant local run was stopped after final-head hosted CI
passed. No full local pass is claimed.
- Added-line secret/private-reference review and `git diff --check`
passed.
- [Final-head hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/37853380365)
passed, including typecheck, build, all general and serialized test
shards, all eight E2E shards and the canary dry run. Apex is 5/5 on
5b1de388ef, with no new findings and all review threads resolved. The
branch is conflict-free. Live staging activation awaits merge and a
canonical image; no production configuration or deployment changed.

## Risks

- The flag defaults off. This is for a single process whose host
controls every writer and preserves its backup volume across sleep.
Independent database writers require a different backup owner.
- Safety reads perform a backup only after a valid owned drain and all
other checks pass. Slow backups can outlive the caller timeout; they
remain counted until their work settles and cannot authorize sleep after
hold expiry.
- Initial and final reads each take a fresh backup. Hosts must allow
sufficient request time while retaining shutdown headroom.
- Retention settings are unchanged. Sleeping instances stop producing
duplicate hourly archives and retain their last checkpoint. Filesystem
data, encryption keys and off-provider disaster recovery remain separate
responsibilities.
- No schema migration. Disable the checkpoint flag to restore the
blanket backup blocker; automatic backups and an existing restart marker
remain active.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code editing
and command execution. The runtime did not expose an exact model
revision 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 described the issue in-PR following the bug report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
identifier
- [x] Focused and isolated local checks pass; final-head hosted CI is
green (local full-run limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 15:58:55 -07:00
Devin FoleyandPaperclip 3367b75ccc fix: fence accepted work and cleanup before idle sleep (#15522)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A host can stop an idle instance to reduce unused compute.
> - Zero active runs do not prove that requests, saved work, or cleanup
are complete.
> - A client can disconnect while its request still writes, and failed
cleanup can remain only in memory or on disk.
> - This pull request holds new admission and checks accepted work,
cleanup, and persisted work under an owned drain.
> - The host gets an empty report only while those checks remain valid.

## Linked Issues or Issue Description

Refs #13413. That companion PR uses the same owned-hold vocabulary for
runtime services. This PR covers HTTP requests, scheduler work,
accounting, cleanup, and the instance work inventory. It does not
include the preview gateway changes.

**What existing behavior does this improve?**

The instance task-drain API reports process counters. It does not prove
that a host can safely stop the instance for idle sleep.

**Current behavior**

A quiet run set can coexist with an unfinished request, cleanup after a
completed run, future work, or a failed accounting write.

**Proposed behavior**

Provide a bounded owned idle hold. Block new ingress, track accepted
handler promises, inspect durable and local work, and return `none` only
when the same hold stays quiet through the checks. Keep normal
deployment drains compatible.

**Reason and benefit**

Hosts can identify eligible idle instances without treating a disconnect
or failed cleanup write as completed work.

## What Changed

- Add `purpose: "idle"`, a bounded TTL, unique owners, and owner-checked
release to task drain. Existing holds cannot be replaced by another API
request.
- Gate HTTP ingress before parsers, auth, webhooks, and MCP. Gate new
WebSocket upgrades. Track async handlers in nested Express routers and
error middleware until they settle, even after the response or client
disconnect.
- Count accepted live-event WebSocket authentication through settlement,
even after disconnects. Count detached built-in agent, managed-home and
runtime-service startup reconciliation after readiness.
- Keep health and control mutations tracked. Count control-request
authentication separately from the read-only report, including
concurrent user/company/membership writes.
- Pause new scheduler admissions during idle holds. Count work already
in flight, including database backups, and reject scans whose work
generation changes. Periodic backups block sleep without a host wake
schedule.
- Inspect accounting and orphan-cleanup spool directories without
skipping temporary or malformed entries. Retain orphan tokens through
queue splices, flush failures, and buffer overflow. Keep failed usage
capture counted until its database failure fence is written.
- Check persisted work across companies in a bounded read-only
transaction. Include deferred agent-file cleanup and saved watchdogs
whose watched issues are complete. Enabled plugins and unsupported
retained work remain blockers.
- Require the exact idle owner and completed startup tracking before
returning an empty report. Keep reports free of tenant details.
- Document the hosting protocol, retry behavior, conservative blockers,
and the remaining external provider-stop race.

## Verification

- Current head: `8d9a599b732c2047b8c671d4799065d7c90a3567`, rebased on
master `941a3fa991aeb97eb1ac390c65b7973b5f6de1ad`. Both heartbeat helper
extractions are preserved. GitHub confirms no merge conflicts.
- Focused heartbeat renderer/run-log, drain, control-auth, admission,
route and PostgreSQL inventory checks: 234 tests passed in 10 suites
after the rebase.
- The POST task-drain contract includes the expected `409` conflict
response. The 84 OpenAPI and instance-settings route tests and server
typecheck passed after that final documentation fix.
- Final accepted-upgrade/startup regression run: 104 tests passed in
five suites, including success and failure after readiness or
disconnect. Final server typecheck also passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm install --frozen-lockfile` and the PR diff secret scan passed.
No dependency or lockfile changes are added by this PR.
- The prior verification covered HTTP disconnects and early responses,
async error handlers, concurrent authentication writes, signed
bootstrap, saved watchdogs, backup promises, orphan cleanup, spools and
failed accounting fences. Those tests passed.
- The last full local `pnpm test:run` stopped in the general-server
phase with 16,658 passing tests and five skill/connector fixture
failures caused by an ancestor workspace skill directory. That full
local run preceded this rebase and has not been repeated for the import
conflict. Full current-head CI passed: 53 successful checks and two
conditional skips, with no failures.
- All eight review findings are fixed and their threads resolved,
including accepted upgrade authentication, detached startup writes and
the POST conflict contract. Current-head Apex review is 5/5 with no new
findings; all eight review threads remain resolved.
- No live provider stop or production change was performed.

## Risks

- The hosting controller must use the owned protocol and hold external
admission through its final validation and provider stop. A legacy drain
cannot authorize idle sleep. During an idle hold, new requests receive
503 with `Retry-After: 1`; the host must handle queueing or retry before
enabling this path.
- This is a single-process protocol. An unexpected restart after the
last validation can race an external provider stop. The host must
serialize deploy/wake/sleep operations and bind the validation to the
instance it stops. Multiple replicas need shared fencing.
- Some retained state conservatively prevents sleep, including every
enabled plugin. This PR does not promise that every inactive instance
becomes eligible.
- The HTTP adapter uses Express 5 router layers. Real Express tests
cover nested routes, errors and disconnects. New routes must register
before tracking is installed. Detached work must have durable state or
explicit work tracking.
- Unrecoverable in-memory cleanup debt keeps the instance awake until
reconciliation. This change does not make such debt survive an unplanned
process crash. No schema migration or provider configuration change is
included.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run focused tests locally and they pass; the full local
fixture limitation and clean full CI result 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>
2026-10-08 08:35:45 -07:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
cad26c6bfb fix(tool-gateway): bound MCP discovery memory and concurrency (#14864)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents discover governed tools through the MCP gateway.
> - A listing repeated policy and full run-row reads for each catalog
tool.
> - Parallel listings multiplied those allocations during run startup.
> - One 900-tool baseline listing used 11,489 queries and about 1.7 GiB
of extra heap in a fixture.
> - This pull request shares reads within a listing and bounds whole
listings across the process.
> - The benefit is lower discovery memory use while execution still
checks current policy.

## Linked Issues or Issue Description

Refs #13115. Its on-demand target change affects the same listing loop.

**What happened?**

MCP discovery repeated roughly 13 reads per tool. Full run snapshots and
repeated connection configurations caused large allocations. Per-listing
bounds alone did not limit concurrent listings across gateways.

**Expected behavior**

Discovery reads shared inputs once per listing. The process bounds
active and queued listings. Catalog payload size and policy evaluation
still grow with the catalog. Tool execution checks current access rules.

**Steps to reproduce**

Create a company with a remote MCP connection, 900 catalog tools, large
schemas, and a large run snapshot. Send concurrent tools/list requests
using a run-bound gateway token. Run the committed benchmark for a
deterministic reproduction.

**Paperclip version or commit**

Baseline: f2e0f19630. Measured on Node
26.4.0 on macOS.

## What Changed

- Keep Michael Nguyen's per-listing policy cache, scalar policy reads,
16-decision bound, and catalog/connection split under repeatable read.
- Admit two whole listings per process and queue at most 32. Return 503
with tool_discovery_busy when full.
- Propagate disconnects to discovery. Stop scheduling new reads and
drain started reads before freeing the slot.
- Project context IDs in gateway authentication and GitHub runtime
discovery. Avoid loading task descriptions and results.
- Keep discovery audit counts and a SHA-256 digest instead of the full
name list. Retain access and activity audit records.
- Sweep expired named gateway tokens at startup and on the existing
scheduler. Delete at most 500 per pass. Add an idempotent expiry-index
migration. Resolve audit token references atomically so cleanup cannot
break admitted requests.
- Return GET 405 with Allow: POST on stateless MCP gateway and
runtime-tools endpoints. Keep runtime-tools authentication.
- Add red-green regressions, HTTP concurrency and policy-revocation
coverage, and browser approval assertions.
- Commit the benchmark harness, raw results, and resource-bound
documentation.

## Verification

- Baseline listing regressions failed with 722 queries for 50 tools and
6,422 for 500. The connection-row duplication regression also failed.
- Follow-up regressions failed before the fixes for full snapshot reads,
abandoned listings, full name-list audits, and expired tokens.
- Listing and scheduler tests: 14 pass. Existing gateway/policy suites
passed after preserving the cleanup return contract.
- Two HTTP journeys pass: initialize, GET/SSE rejection, 16 concurrent
500-tool listings, provider call, policy revocation, and denied retry.
Token cleanup during provider dispatch also completes successfully and
blocks subsequent requests.
- pnpm test:e2e tests/e2e/mcp-user-stories.spec.ts --grep
'@mcp-runnable': 8 pass. The approval journey clicks Allow once in the
browser. Review screenshots wait for loaded content.
- pnpm -r typecheck: passes. pnpm build: passes.
- The general server group completed with 14,755 passes and 18 failures.
The 17 startup mock failures were fixed; all 21 startup tests pass on
rerun. The one Discord timing failure passed on the unchanged baseline
and on rerun (74 tests). UI and CLI groups pass 7,632 tests. Shared and
skill groups pass 853 tests. The remaining database and adapter groups
pass 3,010 tests with one worker after a macOS shared-memory limit
interrupted a parallel run. All 149 serialized route files pass (2,762
tests).
- At 900 tools, one listing falls from 11,489 to 36 queries and from
about 1.7 GiB to 37 MiB of extra heap. Sixteen concurrent listings used
169–187 MiB of extra heap. Four connections used 39 queries per listing.
- Latest-head verification: 54 successful checks and two expected skips
on 5c0793090c. Fresh Greptile review: 5/5
with no unresolved threads.
- Reproduce with server/scripts/benchmark-tool-gateway-listing.ts. See
doc/mcp-discovery-performance.md and
doc/benchmarks/2026-10-01-mcp-discovery.json.

## Risks

- The process-wide FIFO queue can increase discovery latency. Excess
callers must retry 503 responses.
- Cancellation applies to discovery. Started database reads finish
before their slot is released.
- Audit consumers must use visibleToolCount and visibleToolsHash instead
of visibleTools.
- The expiry index can briefly lock the token table during migration.
Sweeps preserve unexpired and non-expiring tokens.
- Measurements use isolated fixtures and deterministic providers. They
do not establish a production heap limit or affected installation count.
Rate-limit reads remain uncached.

## Model Used

- Original listing optimization: Anthropic Claude Opus 5.5
(claude-opus-5-5), Claude Code, extended thinking and tool use, as
recorded by the original author.
- Follow-up fixes and verification: OpenAI Codex, GPT-6, with shell
execution, file edits, database fixtures, and browser tests. The exact
serving model ID and context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 07:45:27 -05:00
DottaandPaperclip 83076d7e7c feat: return completed handoffs to Agent Chat (#14408)
Return completed Agent Chat handoffs through a durable outbox and scope each generated update to its supplied tasks. Add recovery, browser delivery, result access, and calibrated quality coverage.

Validated with two consecutive ten-case Claude/Codex campaigns, all CI checks, and a 5/5 review.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-29 10:25:52 -05:00
DottaandPaperclip 422287eecd fix: preserve runner recovery, warm sessions, and task outcomes (#13338)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native runner connects task messages, provider execution, and
task outcomes.
> - First-time user tests exposed gaps in recovery, completion
permissions, message delivery, and Stop behavior.
> - These gaps left usable output hidden, completed work waiting for
bookkeeping, or safe work unable to continue.
> - This pull request fixes the shared lifecycle and receipt paths while
preserving process ownership and action checks.
> - Users can continue work with accurate task state and durable
messages.

## Linked Issues or Issue Description

**What happened?**

A stopped local Codex execution could remain blocked even after its
processes had stopped and its complete transcript proved that no
external action needed replay. Claude under Conservative permissions
could fail to call task completion tools. Recovery could reuse an
assistant item ID and overwrite prior output. A delivered comment could
remain marked uncertain after navigation. Stop could look like Pause or
a new recovery incident. Workspace contention could look like
cancellation. A direct reply reopening Done could enter a clarification
loop.

**Expected behavior**

Recover automatically only with verified termination and complete action
receipts. Preserve answers and messages. Keep task completion available
under Conservative permissions without broad tool access. Show crashes
as Blocked, actual human decisions as In Review, and ordinary workspace
contention as waiting. Stop the current response and allow a new
direction.

**Steps to reproduce**

1. Create ordinary response tasks with local Codex and Claude Code, then
send follow-up messages through the task composer.
2. Interrupt a disposable local Codex runner during text-only work.
Verify automatic continuation and retained output.
3. Stop a response, send a new request, answer a clarification, and
reopen completed work with another message.
4. Navigate or reload while a comment submission is pending. Confirm the
exact persisted request receipt settles it without removing newer draft
text.
5. Run two tasks in a shared Daytona workspace. Confirm waiting does not
appear as failure.

**Paperclip version or commit**

Initial acceptance baseline: `c9021c6721f91e2c74bd9fee9d3fd41c999d17b7`.
Current integration base: `6cef9743c`. Both operator-interruption and
workspace-waiting guards are preserved; native restart and legacy
permission rules remain documented.

**Deployment mode**

An isolated source-built test-drive instance, with real local Codex and
Claude Code providers and disposable Daytona environments.

Related work: #13314, #13316, #13327, #13344, #13239, #13254, #13163.
This PR addresses additional failures from ordinary task journeys,
including controller restart handoff and repeated warm sandbox setup.
Historical task status reconciliation is excluded.

## What Changed

- Persist runner ownership immediately at spawn and resume an explicitly
adopted runner even when the controller crashed before the first driver
checkpoint. Detach the controller safely across graceful restarts,
including session startup. Prevent an old finalizer from suspending or
signaling an adopted runner. Checkpoint idle warm sessions before
shutdown. Preserve the same run and queued follow-up messages.
- Scope saved legacy queue successor checks to the queue owner while
preserving ordinary task locks, operator identity, assignment gates, and
exactly-once delivery.
- Preserve managed Codex credential files when an old session is
detached for restart; normal owned cleanup still copies refreshed auth
back and removes the scoped copy.
- Reuse the bound warm shared sandbox and fully verify an existing
staged provider pack before using it. This avoids repeated uploads when
the pack is already valid.
- Add a narrow local Codex replacement path with stopped-process proof,
a closed transcript inventory, exact completion receipts, and
fresh-session lineage. Preserve no-replay holds when evidence is
incomplete. Recovery may clear only the same run's recorded Blocked
status version; manual re-blocking and dependency changes invalidate
that receipt, while queued comments do not. Later blocks stop scheduled,
queued, and final dispatch; queued/final checks re-read dependencies
even when the task status stays In Progress.
- Permit only task delivery and human-input tools through the isolated
Claude runner's exact task bridge.
- Scope assistant item identity to the provider turn and ignore only
authority-free Codex skill-change notifications during startup.
- Reconcile composer submissions by client request ID across response
loss, navigation, and reload. Retain text typed during delivery.
- Keep acknowledged run-only Stop neutral and show workspace contention
as waiting. Project exhausted native failures as Blocked.
- Restore the guarded task-page retry action for failed legacy runs,
including the server-supported explicit new-attempt path for stopped
conversation adapters. Preserve native/process recovery holds and avoid
promising Retry while a decision or execution gate hides it.
- Refresh delivered artifacts and handle direct user replies that reopen
completed work without a clarification loop.
- Check the embedded PostgreSQL PID, data directory, and actual port
before connecting or migrating.
- Document accepted behavior and add focused regressions at lifecycle,
route, transcript, and UI boundaries.

## Verification

- Final head `fece606ac2` passes the complete GitHub CI matrix: **34
green checks, two expected Storybook skips, no failures or pending
checks**, including `ci / verify`, `ci / e2e`, full runner verification,
typecheck, build, every server/workspace shard, and all browser shards.
[CI
run](https://github.com/paperclipai/paperclip/actions/runs/34727183287).
Greptile is **5/5 with no open findings**. The final two commits only
refine test fixtures; both affected suites pass 24/24 locally and in CI,
with server typecheck green.
- Complete local Vitest coverage uses the canonical groups/shards: all
635 general server suites, all 145 serialized suites, and all workspace
packages. The aggregate began on `0a8001c18` while the final queue fix
arrived: 23,903 passed, five failed, 87 skipped. The five
port/socket/timing failures passed unchanged in follow-ups (60 tests in
the exposure/file suites and 412 tests covering the serialized failures
and unrun tails). The final queue/operator-identity suites separately
passed 52/52. This is aggregate coverage plus explicit reruns, not a
pristine single-command final-head run.
- After integration with current master,
queue/operator-identity/continuation suites passed 162/162 and affected
UI suites passed 140/140. ACP Stop/continuation and legacy
task/Inbox/message browser suites passed 9/9, including both task
recovery Retry and thread Try again, automatic saved-message delivery,
exactly one new run, Done, and retained output after reload. The default
process Stop/Pause/Resume browser case passed (the native-provider case
is opt-in and skipped by default). The complete Board attachment/receipt
browser suite passed 11/11 on a disposable instance, covering both
composers, exact receipts after lost responses, no replay, bound
attachments, and newer drafts after reload.
- Blocking-intent regressions cover pre-existing Blocked, a mismatched
run/cause, an explicit manual re-block, changed dependencies, a queued
comment after failure, and a block arriving between scheduling and
provider dispatch. The negative cases reproduced before the fix. All 478
affected executor/recovery/dispatch tests passed; both database suites
ran separately after availability-probe skips in the first combined
command. The final late-dependency check passed all 143 affected
recovery/dispatch tests (zero skips) after two new negative cases
reproduced the bug.
- Focused runtime regressions cover awaited runner ownership
publication, authenticated adoption before the first checkpoint,
old-finalizer detachment, idle and busy warm-session shutdown, rejected
checkpoint propagation, provider-pack verification, and managed-Codex
credential preservation. Four managed credential detachment cases
reproduced the bug before the fix; normal owned cleanup still succeeds
exactly once.
- Live local Claude: SIGKILL 2.6 seconds into startup recovered the same
run automatically in 53 seconds, then a normal follow-up completed in 24
seconds. SIGTERM 2.5 seconds into startup preserved the same run (54
seconds) and its queued follow-up (21 seconds). Answers remained visible
and the task reached Done.
- Live Claude Daytona: a warm follow-up retained its sandbox and fell
from 121 seconds to 44 seconds. A separate cold turn took 127 seconds;
after controller shutdown and checkpointing, its follow-up completed in
33 seconds with the same sandbox, workspace, native session, and runner.
Both answers remained visible and the task was Done.
- Other live journeys covered task completion and follow-up with local
and Daytona Codex, local Codex crash recovery, Stop then new direction,
clarification response, live artifact refresh, and shared-workspace
waiting.
- Validation limits: the opt-in native composer Stop/Pause→subtree
Resume fixture exposes terminal/result ordering and subtree-cancellation
attribution bugs that can leave a child task blocked; that new finding
is assigned to a separate follow-up and is not claimed fixed here.
Default CI skips this optional native-provider fixture. Managed-Codex
credential handoff and the queue-agent integration use automated
regression evidence. Cold custom provider-pack uploads still add startup
latency.

## Risks

- Automatic replacement remains deliberately narrow: local Codex,
verified stopped identities, unchanged retained state, and a complete
text/completion-only turn. Unknown actions, partial history, or changed
ownership remain blocked.
- Claude completion permission handling changes an upstream package
patch. The exact isolated task bridge must remain pinned; unrelated
tools keep their existing permissions.
- New task failure projection changes user-visible status. No historical
status backfill or database migration is included.
- This is a broad lifecycle fix across server and UI. Live proof covers
graceful local Claude restart during startup and idle Claude Daytona
session recovery across controller shutdown. Live abrupt SIGKILL during
local Claude startup also recovered the same run. Unknown ownership or
missing action evidence still blocks reuse. Cold custom provider-pack
uploads still add startup latency; this change avoids unnecessary repeat
uploads.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, code execution, browser
automation, and tool use. The exact hosted model ID and context window
are not exposed in this task.

## 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>
2026-09-12 19:41:15 -05:00
DottaandPaperclip 3bafac12f7 refactor: remove automatic productivity reviews (#13263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its recovery loop keeps assigned work moving after execution
failures.
> - Productivity review used run counts, comment counts, and elapsed
time to create management tasks.
> - Infrastructure failures could satisfy those rules and create more
tasks without evidence that the source work needed management review.
> - This pull request removes that detector and its continuation holds.
> - Bounded recovery, budgets, explicit blockers, and normal review
stages remain in place.
> - Existing task records stay readable and unchanged.

## Linked Issues or Issue Description

Refs #5897. That request describes unwanted automatic productivity
reviews and asks to preserve existing tasks. This change retires the
feature instead of adding another configuration switch.

Related prior approaches: Refs #9191, Refs #12489. Those changes
excluded infrastructure failures or bounded review creation. This
removal replaces the detector rather than tuning its thresholds.

## What Changed

- Delete the scheduled detector, automatic task creation, evidence
refresh, and productivity continuation holds.
- Remove computed productivity fields, special attention items, badges,
and Storybook fixtures.
- Retain historical origin values, decision compatibility, and recovery
recursion exclusions. Add no migration and change no existing task data.
- Update the execution contract. Replace feature tests with regressions
for legacy task reads, ordinary attention, and bounded continuation in
the presence of an old review.

## Verification

- Targeted attention, issue-route, startup, and UI tests: 4 files and
101 tests passed.
- Updated issue-route and UI tests: 2 files and 61 tests passed.
- Bounded continuation regression: 2 cases passed, including a legacy
review plus pre-dispatch cancellation churn.
- `pnpm check:token-gates`: all four gates passed.
- `git diff --check`: passed.
- `pnpm build-storybook`: passed.
- Greptile: 5/5 on `a5a612eea`, with no actionable findings.
- Scheduler and historical recovery regressions: 2 files and 28 tests
passed.
- Repository `pnpm -r typecheck` and `pnpm build`: passed.
- The complete `pnpm test:run` suite passed across the CI server,
serialized-server, and workspace shards on `a5a612eea`. Stopped the
duplicate local monolithic run after the full CI suite passed; no
completed local full-suite result is claimed. The targeted local suites
above passed.
- CI serialized shard 5 initially hit a 10-second timeout in the first
interaction-route test. The complete file passed locally (78 tests),
then the single CI rerun passed.
- All CI gates are green, including the build and end-to-end suites.
- A local merge check against current `master` (`ce09ea40b`) completed
without conflicts.

## Risks

- API responses no longer include the computed `productivityReview`
field. Consumers must stop using it.
- The scheduler no longer creates management work from elapsed time, run
counts, or missing comments. This is the intended behavior change.
- Existing review tasks and explicit dependencies remain in place.
Historical origins still prevent recursive recovery treatment. No task
cleanup or data migration occurs.
- The native review handoff repair is separate from this removal.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact runtime 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>
2026-09-11 15:46:35 -05:00
DottaandPaperclip e200104727 feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests.

Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
DottaandPaperclip 7ed122911b Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 16:18:47 -05:00
DottaandPaperclip e095b84dab feat(connections): connect services from native task feeds (#13058)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use connections to reach external services.
> - A fresh native task can have no service tools installed.
> - The agent needs a way to discover services and ask the responsible
person for access.
> - This pull request brings the existing connection-intent flow into
native task execution.
> - The person can connect from the task, and the agent can continue
with updated tools.

## Linked Issues or Issue Description

**Subsystem affected**

Native runner tool authority, connection intents, task interactions, and
shared connection setup.

**Problem or motivation**

A task that needs an unconnected service cannot finish its work. Leaving
the task to configure access also loses context. A resolved request must
survive a restart and resume the correct agent once.

**Proposed solution**

Expose connection discovery and access requests as server-owned native
tools. Render a durable task card and use the shared setup dialog.
Persist outcome delivery and start a fresh provider session after access
is ready.

**Alternatives considered**

Sending the person to the Connections page adds navigation and does not
solve continuation. Polling for authorization consumes runs and can
create duplicate requests.

**Roadmap alignment**

This extends the existing connection-intent runtime and setup
experience. It reuses the shared access model and the native runner.

Related: #12345, #12347. The service-slug fix in #12906 is related but
separate. Companion evaluation PR:
https://github.com/paperclipai/paperclip-evals/pull/21.

## What Changed

- Expose `connections_search` and `connection_request` with server-bound
company, task, agent, and responsible user. Preserve the legacy entry
points.
- Discover catalog services and authorized custom connections. Check
installation, identity, health, and executable permissions before
reporting ready.
- Keep pending cards through ordinary messages. Reuse requests and
retire stale ownership. Put Connect at the right of Not now.
- Reuse the shared setup flow in a task dialog. Keep access additive and
default to the requesting agent. Recover from cancelled or blocked OAuth
windows with a new-tab fallback.
- Persist outcome delivery with an idempotent wake key. Resume in a
fresh session and recheck ownership before dispatch.
- Add native browser fixtures, offline Storybook states, server
contracts, and evaluation fixtures. Update guidance and documentation.

## Verification

- `pnpm build`: passed after replaying the change on current master.
- `pnpm -r typecheck`: passed.
- `pnpm check:token-gates`: passed.
- `pnpm --filter @paperclipai/ui build-storybook`: passed.
- New continuation-policy regression cases: 16 passed.
- Docker-backed PostgreSQL regressions passed for requester-only OAuth
access, assignment-only expiry, terminal expiry, and credential-free
setup metadata.
- Shared setup and task-card UI tests: 121 passed, including configured
MCP reconnect URL recovery and preserving user edits across refetch.
- Storybook browser checks: all 119 passed on the latest reconnect fix.
- `pnpm test:run`: 4,734 tests passed in the first server group, but
embedded PostgreSQL startup failures and resulting cleanup errors
prevented a complete local pass. All Linux CI lanes passed on the latest
reviewed commit. One external-object route test returned an unexplained
500 on the first run; it passed twice locally and the failed shard
passed on retry without code changes.
- Earlier feature-checkout evidence: three deterministic native browser
journeys passed, including restart delivery and an actual fixture tool
result. Legacy scripted coverage also passed. All 59 added stories were
inspected in light and dark themes.
- Live Notion testing recorded successful provider reads. The manual
test used a local-trusted instance. It does not prove
authenticated/cloud deployment or every provider journey.
- Native browser rerun reached the embedded PostgreSQL startup limit
before bootstrap, so the latest checkout’s full native browser journey
remains unverified. Both OAuth page/task regression cases passed against
isolated Docker-backed PostgreSQL 17. They verify no premature task
access, requester-only completion, additive retries, and reconnect
preservation.
- Applied both new migrations twice to isolated PostgreSQL 17. Foreign
keys remained intact, duplicate active delivery keys were rejected, and
failed delivery records did not block retries.

Reviewer path: start a fresh test drive, enable the native runner, use
an agent that can perform work directly, and ask it to summarize a
Notion page. Connect from the card, then verify the resumed provider
call and source-linked answer. The default test-drive CEO is instructed
to delegate, so it can introduce an unrelated hiring step.

## Risks

- Two additive migrations create durable deliveries and a partial unique
wake index. They are idempotent. The wake index can require a
maintenance window on large tables because migrations run in a
transaction.
- OAuth and continuation cross asynchronous boundaries. Tests cover
ownership changes, retries, additive access, and restart delivery; live
provider behavior still varies.
- The latest requester-scope fix has not yet been exercised through live
OAuth. GitHub, API-key, authenticated-user, and all recovery journeys
are not claimed as verified.

## Model Used

OpenAI GPT-6-based Codex assisted with implementation, tests, and review
using tools and code execution. The runtime does not expose the exact
model version, context window, or reasoning setting. Live evaluation
used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used and disclosed unavailable runtime
details
- [x] I have checked ROADMAP.md and confirmed this extends existing
connection work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the feature issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [ ] I have run all required tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [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>
2026-09-08 15:55:26 -05:00
DottaandPaperclip 0ffc091473 feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents need source control access for repository work
> - A shared token cannot preserve the responsible person's identity or
an agent's dedicated identity
> - GitHub App tokens also need durable refresh, repository access
checks, and webhook delivery
> - Paperclip already has managed connections, encrypted grants, run
secret leases, and merge-confirmation behavior
> - This pull request extends those systems with GitHub identities
instead of adding a parallel credential system
> - The benefit is durable GitHub access with explicit identity,
repository, runtime, and webhook boundaries

## Linked Issues or Issue Description

No public GitHub issue describes this connection change. This
description follows the feature request template.

**Subsystem affected**

Connected Apps, connection grants, secret resolution, native Git runtime
setup, webhook processing, and the Apps UI.

**Problem or motivation**

Users need to connect GitHub once and let agents use the correct GitHub
identity. A run should use a dedicated agent account when one exists.
Otherwise, it should use the responsible person's account. The
connection must survive token expiry, repository access changes, and
temporary instance downtime.

**Proposed solution**

Add user-owned and agent-owned GitHub grants to the existing connection
model. Resolve one identity for MCP, Git, `gh`, health checks, and
webhook bindings. Store provider tokens in the existing encrypted secret
system. Refresh expiring token pairs under the existing lease and
compare-and-swap path. Register signed Cloud webhook bindings and
process normalized pull request and installation events through a
durable local inbox.

**Alternatives considered**

An organization-wide GitHub token would lose person and agent
attribution. Environment variables alone would bypass the managed
connection and grant model. A new GitHub-only credential store would
duplicate the existing secret and access systems. GitHub App
installation tokens and private-key custody remain outside this first
version.

**Roadmap alignment**

This change implements the Connected Apps direction. It also extends the
shipped MCP Tool Gateway, per-agent secret access, and
action-attribution systems. It does not add a repository catalog. The
open repository catalog work in
[#11234](https://github.com/paperclipai/paperclip/pull/11234) is related
and complementary.

## What Changed

- Added agent-owned connection grants and a per-agent credential policy
with company and subject constraints.
- Added a managed GitHub App method while keeping the personal access
token method as an advanced fallback.
- Added durable access-token and refresh-token handling with proactive
rotation and one automatic recovery after a provider `401`.
- Added GitHub identity and installation summaries without storing
repository-name lists.
- Added signed Cloud webhook binding, event lease, acknowledgement,
local idempotency, pull request merge processing, and installation
access handling.
- Added one identity resolver for MCP, native Git, `gh`, checkout,
health checks, and webhook bindings.
- Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a
`github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub
noreply commit attribution.
- Added personal and dedicated-agent setup choices plus identity,
repository, continuity, and webhook status in the Apps UI.
- Added schema migrations, tests, and connection documentation.

## Verification

- The current head is fully green in GitHub CI, including build,
typecheck, all serialized/general server shards, all browser shards,
policy, canary dry run, review, and security checks.
- Live staging proof completed with a non-expiring GitHub App user
token, selected-repository installation, repository add/remove refresh,
managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit
attribution, signed merged-PR webhook acceptance, durable
Cloud-to-instance delivery, and installation-access event processing.
Temporary branches and temporary repository access were removed
afterward.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed before and after the rebase onto
`origin/master`.
- `pnpm build` passed.
- The focused connector suite passed 285 tests after the rebase.
- The full stable suite passed 5,790 tests and failed 22 tests across 8
general server files. The failures reproduced as shared-runner
environment issues. They included `/tmp` versus `/private/tmp`, closed
database connections, and invalid high ephemeral ports. The focused
connection tests pass in isolation.

## Risks

- Migrations add agent grant subjects and a durable connection-event
inbox. Migration numbering and safety checks pass.
- A raw GitHub user token enters the agent process for Git and `gh`.
Per-tool Ask-first controls cannot limit those shell operations. The UI
warns users about this boundary.
- GitHub App user tokens can be non-expiring. Paperclip performs a
continuity check every 30 days, but provider revocation still requires a
reconnect.
- The webhook path accepts only signed and bounded payloads. It stores a
minimal normalized record and no raw provider payload.
- GitHub repository permissions remain authoritative. Removed access can
make a cached repository count temporarily stale, but runtime access
fails immediately.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 18:02:52 -05:00
Dotta 7b094724e6 fix(runner): recover native sessions across restarts (#12845)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner keeps durable run and provider state outside
one server process.
> - A server restart can leave that runner alive or can interrupt it
after a provider checkpoint.
> - The old startup path used handoff intent and PID evidence, but it
did not reconstruct native ownership.
> - That gap could block the issue, create a replacement run, or start
duplicate provider work.
> - This pull request adds durable same-run recovery for coordinated and
uncoordinated restarts.
> - The benefit is exact recovery of the run, runner, session, provider,
steering, and finalization state.

## Linked Issues or Issue Description

Refs #9628. That pull request added earlier local-adapter hot-restart
work. This change adds native PRP authority reconstruction and same-run
provider resume.

Refs #10935. That pull request handles missing hot-restart snapshots.
This change also supports hard restarts with no snapshot.

Refs #11624. That pull request prevents unsafe retry after an adopted
legacy process exits. This change reconciles native terminal evidence
before provider recovery.

Refs #12070. That pull request improves process liveness checks. This
change also binds recovery to a process-start fingerprint and fails
closed on ambiguity.

**What happened?**

The server could record hot-restart intent, but startup did not rebuild
native runner ownership. A live runner could not re-register its PRP
authority. A dead runner could not resume the exact native and provider
session on the same heartbeat run. Generic recovery could then block the
issue or create replacement work.

**Expected behavior**

A live native runner must reconnect with the same PID and logical
identities. A dead runner must resume the same durable session and
heartbeat run with only a new operating-system PID. A proposed or
terminal result must finalize once before any provider turn starts.
Ambiguous process or session evidence must stay blocked without a signal
or duplicate spawn.

**Steps to reproduce**

1. Start a Paperclip Runner heartbeat and wait for an active provider
turn.
2. Restart only the Paperclip server, with or without a hot-restart
marker.
3. Observe that the old startup path does not reconstruct the native
control-plane authority.
4. Kill both the server and runner after a provider checkpoint.
5. Observe that the old path cannot resume the exact native session on
the original heartbeat run.

**Paperclip version or commit**

The defect was reproduced from commit
`1991f31fd53e7f7794d5c2e4b93be384ade2b41d`. This branch is rebased onto
the current `master`.

**Deployment mode**

Local development and self-hosted server deployments that use the local
Paperclip Runner.

## What Changed

- Added correlated hot-restart requests and version-compatible native
handoff fields.
- Added controller boot identity, process-start identity, controller
generation, recovery state, request id, and bounded history to the
native finalization ledger.
- Added transactional recovery claims for live-runner reattach,
dead-runner resume, and incomplete bootstrap.
- Added fail-closed ownership takeover rules and process identity
validation.
- Added live runner adoption to the local runner transport without a
duplicate spawn.
- Added same-run provider checkpoint resume and legacy retry-row
compatibility.
- Reconciled proposed and terminal results before runner or provider
recovery.
- Bound the HTTP and PRP listener before startup recovery and delayed
scheduling and generic reapers until classification completes.
- Added restart-aware health diagnostics, run-log recovery transitions,
durable runner diagnostics, and bounded shutdown finalizer draining.
- Moved restart-survivable diagnostics into runner-owned, pre-redacted
bounded writes; raw stdout and stderr are never persisted.
- Added process-start fencing for controller, runner, and provider PIDs;
startup classifies every candidate without an implicit cap.
- Added crash-recoverable, contention-safe development restart-request
coordination and failed-startup listener cleanup.
- Added a credential-free real-process restart suite for eight restart,
scale, and identity scenarios.
- Documented native restart operation, persistence, diagnostics, and
verification.

## Verification

- The documented native restart commands passed. They ran eight
real-process/database recovery scenarios and the live runner adoption
transport test.
- Native executor tests passed: 111 tests.
- Heartbeat recovery tests passed: 124 tests.
- Hot restart, health, and shutdown tests passed: 52 tests.
- The broader affected server suite passed: 350 tests.
- Focused native recovery and startup tests passed: 49 tests.
- Runner transport and control-plane tests passed: 63 tests.
- Runner-owned diagnostic tests passed for write-time bounding,
credential redaction, private file modes, and raw stream
non-persistence.
- Development restart coordination tests passed: 11 tests.
- Database migration checks and the partial-application/replay
regression test passed.
- Server, database, and Paperclip Runner typechecks passed.
- `git diff --check` passed.
- Full Paperclip PR CI passed, including build, canary, all five general
server shards, all five serialized server shards, all three browser E2E
shards, workspace suites, and release-registry verification.
- Greptile completed at 5/5 with no outstanding findings,
recommendations, follow-ups, or open review threads.

## Risks

- Moderate risk. This changes startup ordering and ownership transfer
for active native runs.
- The migration adds nullable columns and does not rewrite existing
rows.
- Recovery fails closed when process or durable session identity is
incomplete or contradictory.
- The first implementation supports the local Paperclip Runner. Remote
targets keep their existing behavior.
- The real-process suite covers cleanup and asserts that no runner or
provider process survives each test.

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

## Model Used

- OpenAI Codex with GPT-5. The runtime did not expose a more specific
model revision or context-window size. Repository editing, shell
execution, database tests, and real-process test execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-04 15:03:53 -05:00
DottaandPaperclip 141f202e40 Clean up experimental settings features (#12681)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - Instance settings control optional product features and developer
tools.
> - The experimental settings page mixed active experiments, internal
tools, and old recovery controls.
> - Some workspace links also used the selected company instead of the
workspace owner.
> - These problems made settings hard to scan and could send users to
the wrong company route.
> - This pull request removes old controls, groups developer settings,
and resolves workspace links from workspace data.
> - The benefit is a smaller settings surface and correct workspace
navigation.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the instance experimental settings page, task watchdog
controls, dependency wake recovery, and execution workspace routes.

**Current behavior**

The settings page shows old recovery controls and mixes product
experiments with internal developer settings. Task watchdogs require an
extra feature flag. Some direct workspace links use the current company
prefix instead of the company that owns the workspace.

**Proposed behavior**

Remove the old task recovery experiment and its unused API surface. Make
task watchdog controls available without the removed flag. Put worktree
execution and managed environment controls in the developer section.
Resolve direct workspace links from the workspace owner and reject a
company prefix that does not own the workspace.

**Reason and benefit**

The smaller settings page is easier to understand. The server keeps only
the dependency wake backstop that it still uses. Workspace links open
under the correct company route.

**Breaking changes**

This removes the experimental issue graph recovery preview and run
endpoints. It also removes the task watchdog feature flag. Task watchdog
data and dependency wake behavior remain available.

## What Changed

- Removed the old task watchdog and issue graph recovery feature flags.
- Removed the old issue graph recovery preview, run controls, API
contracts, and unused recovery implementation.
- Kept resolved dependency wakes as the scheduler backstop.
- Grouped product experiments and Paperclip developer settings on the
instance settings page.
- Made task watchdog controls available without an extra experimental
flag.
- Added owner-aware redirects and company checks for execution workspace
routes.
- Hid the false stopped-state badge while a workspace has no active
runtime state.
- Updated focused server and UI tests for the new behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,620 passing tests and four failures
in unchanged workspace runtime port tests. The same four failures repeat
when the two files run alone.
- The complete GitHub CI matrix passed, including all server, serialized
server, build, canary, and end-to-end jobs.

## Risks

- Clients that call the removed experimental recovery endpoints must
stop calling them.
- The route checks depend on workspace detail access. An unknown or
cross-company workspace returns the global not-found page.
- There are no database migrations, lockfile changes, workflow changes,
or design image changes.

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

## Model Used

OpenAI Codex with GPT-5. The exact deployment ID and context window are
not exposed. Reasoning, tool use, and code execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:23:05 -05:00
Dotta bc9ba7cd26 feat(runner): project native runs into task threads (#12321)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The experimental Paperclip Runner can execute a guarded Codex run
and persist provider-neutral events.
> - The task page still reads direct-adapter transcripts and cannot
present those native events.
> - Structured runner questions must also use the existing task
interaction experience.
> - Runtime selection must use the persisted run mode, not an adapter
name or a current feature flag.
> - This pull request projects native events and questions into the
existing task thread.
> - Direct adapters keep their existing transcript, composer,
interaction, and finalization paths.
> - The benefit is a complete native Codex task thread without a
behavior change for existing adapters.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces that stale implementation on
current `master`.

**What happened?**

The server persists native runner events and structured input requests.
The task page only consumes direct-adapter transcripts. A native run
therefore cannot present a complete transcript, usage, or question flow
through the normal task experience.

**Expected behavior**

Native runs project persisted provider-neutral events into the existing
task thread. Native structured questions use the existing interaction
card. Direct adapters retain their current behavior.

**Steps to reproduce**

1. Enable the experimental runner.
2. Start a native Codex run that emits progress, usage, a structured
question, and a final reply.
3. Open the task page.
4. Observe that the direct-adapter transcript path cannot project the
native event records.

**Paperclip version or commit**

`master` at `67f9867bc`.

## What Changed

- Add the canonical structured-question validator and shared contract
exports.
- Materialize native input requests as existing task interactions.
- Validate native answers and deliver them through the durable
question-response receipt.
- Resume the original PRP request with an idempotent `request.resolve`
command.
- Project native messages, tool activity, cumulative usage, and final
replies into the existing transcript model.
- Propagate persisted `runtimeMode` to the task page and select native
handling only for `runtimeMode: "native"`.
- Expire pending interactions through the shared issue service on every
terminal transition, including decisions, stalled reviews, tree control,
and pipeline retry cleanup.
- Queue native run cancellation while a transaction is open and execute
it only after the owning transaction commits.
- Keep nonterminal and non-runner issue paths on their existing service
call shapes and behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed, including the
Rust runner release build and protocol/catalog drift gates.
- Focused native-thread and lifecycle suites — 18 files and 481 tests
passed during review.
- `issue-execution-policy-routes.test.ts` — 19/19 passed after the final
transactional-queue expectation update.
- `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the
final isolated compatibility rerun.
- GitHub Actions — policy, build, canary, typecheck/release registry, 5
serialized server shards, 8 general-test shards, 3 browser shards, and
both aggregate gates passed on `7793f3193`.
- Security — Snyk, Socket Project Report, Socket PR Alerts, and
Superagent passed.
- Greptile — 5/5 on `7793f3193`; all actionable review threads resolved.
- `git diff --check` — passed.
- Diff against `master`: 44 files.

## Compatibility Boundary

- Native transcript polling only runs when the persisted run reports
`runtimeMode: "native"`.
- Missing or legacy runtime modes continue through
`useLiveRunTranscripts`.
- Legacy questions keep the existing optional free-text choice.
- Native closed select sets can suppress that legacy fallback.
- Terminal cleanup uses the same issue service for native and legacy
interactions; only a bound native question schedules a native run
cancellation.
- Native cancellation happens after transaction commit, so failed or
rolled-back writes do not cancel a still-valid run.
- The durable delivery service checks the original native request before
it considers a continuation run.
- This pull request adds no migration, dependency, workflow, manifest,
or lockfile change.

## Risks

The main risk is routing a direct-adapter task through native handling
or changing terminal issue behavior. The implementation selects the
native path only from persisted runtime facts, retains the existing
nonterminal call shape, and schedules native cancellation only for a
validated bound native question after commit. Focused and
repository-wide tests cover both paths. Native requests remain bound to
the company, issue, run, and agent; answers are validated, durable, and
idempotent across reconnects.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the affected local tests and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the compatibility notes for this change
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I addressed all Greptile and reviewer comments before requesting
merge
2026-08-29 19:26:20 -05:00
DottaandPaperclip b51112798f feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections must work in both the operator UI and agent tool
gateway.
> - The first stack layer adds secure remote connections.
> - Operators still need clear setup, test, and recovery states.
> - This pull request adds the gateway behavior and the workspace
connection experience.
> - The benefit is a connection flow that is easier to understand and
recover.

## Linked Issues or Issue Description

Refs #11965

This is stack 2 of 11. It depends on stack 1 and replaces another
reviewable part of #11965.

## What Changed

- Improve remote tool gateway connection behavior.
- Add clearer app setup, test, and recovery states.
- Add focused server and UI tests for the new paths.
- Keep the diff isolated from later identity and catalog work.
- Stabilize DNS-pinned remote HTTP protocol fixtures and the
managed-runtime public-origin fixture for this independently tested
layer.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts` (150 passed)
- `pnpm test:run`
- `pnpm check:token-gates`
- `pnpm build`

## Risks

- Gateway errors now surface through new user-facing states.
- A stale connection can require a new setup attempt.
- The change does not add a database migration.
- The injected HTTP transport and public URL are test-only fixtures;
production DNS pinning and runtime behavior are unchanged.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
Dotta 67f9867bc6 fix(interactions): deliver question answers durably (#12307)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can pause a task and ask the user structured questions.
> - The answer is durable in the issue interaction, but delivery to the
next run is not durable.
> - A process restart can therefore leave an answered interaction
without a continuation attempt.
> - Native runners also need a provider-neutral question contract before
the task page can consume native events safely.
> - This pull request adds a content-free delivery outbox and an
optional native steering seam.
> - Direct adapters keep their existing heartbeat continuation path.
> - The benefit is reliable answer delivery without changing runtime
selection or task-page behavior.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces the question-delivery foundation
from that stale task-thread pull request. The task-thread projection
will follow in a smaller pull request.

**What happened?**

Question answers were stored in the issue interaction. The server then
made one in-memory continuation wake. A server stop between those
operations could leave the answer stored but not delivered. The combined
native task-thread pull request also made this behavior hard to review
separately from UI changes.

**Expected behavior**

The answer and its delivery receipt must commit in one transaction. The
server must retry pending receipts after a restart. Existing direct
adapters must keep the current wake path. A native runtime may use the
optional steering seam, but this pull request does not enable native
steering in production.

**Steps to reproduce**

1. Create an `ask_user_questions` interaction.
2. Answer the interaction.
3. Stop the server before the continuation wake completes.
4. Start the server again.
5. On current master, no durable record tells the server to retry the
answer delivery.

**Paperclip version or commit**

Current `master` at `4d82f5eae`.

## What Changed

- Add the `issue_question_response_deliveries` table and migration.
- Store only routing state, a correlation ID, and a payload digest in
the delivery row. The answer remains in the existing interaction result.
- Commit an answered interaction and its pending delivery row in one
transaction.
- Add bounded claims, retry recovery, cumulative terminal state, and
content-free activity records.
- Keep every built-in direct adapter and external adapter on the
existing heartbeat wake path.
- Add an optional native steering seam. No production caller supplies
that seam in this pull request.
- Retain the provider-neutral `paperclip.question_set.v1` presentation
on recovered interactions.
- Run delivery immediately after an answer and sweep pending rows at
startup and on the existing server interval.
- Add focused database, service, route, startup, adapter-matrix, digest,
and duplicate-delivery tests.

## Compatibility Boundary

- This pull request does not change adapter selection.
- This pull request does not start runnerd.
- This pull request does not create native run records.
- Direct adapters never call the native steering seam.
- The existing interaction result stays authoritative for answer
content.
- The migration is additive and does not rewrite existing rows.
- This pull request has no UI, dependency, workflow, package-manager, or
lockfile changes.
- The diff has 19 files.

## Verification

- `pnpm exec vitest run
server/src/__tests__/question-response-delivery.test.ts
server/src/services/issue-thread-interactions.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` — 4 files
and 120 tests passed.
- `pnpm -r typecheck` — passed for all applicable workspaces. This
includes Cargo format and check, protocol drift checks, and migration
safety.
- `pnpm build` — passed. This includes the Rust release binary, server
build, and UI production build.
- `git diff --check` — passed.
- Secret patterns were not present in the changed text files.
- The repository token gates currently report violations from unchanged
files on `master`. This pull request does not change those files.

## Risks

The main risk is routing a direct-adapter answer into a native session.
The service checks the persisted runtime mode, and the adapter matrix
proves that all direct adapters use only the existing wake path. The new
table is additive. It has foreign keys, unique correlation constraints,
bounded attempts, and status checks. Activity records omit question and
answer content.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes:` / `Closes:`
/ `Refs:` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket ID or instance-derived details
- [x] I have run the affected tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have documented the new contracts and compatibility boundary
- [x] I have considered and documented compatibility and security 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
2026-08-27 12:12:21 -05:00
Dotta 9964b034bb feat(runner): add hidden server PRP coordinator (#12176)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner needs a narrow server trust boundary before an
adapter can start it.
> - The package has durable runner transport, but the server does not
host or authorize that transport.
> - Native persistence exists, but no writer connects PRP events to
those records.
> - A direct adapter must not enter this path by accident.
> - This pull request adds a hidden, run-bound PRP server coordinator.
> - The benefit is a recoverable server boundary that remains
unavailable to normal execution.

## Linked Issues or Issue Description

Refs #11962

Refs #12129

Refs #12169

**Subsystem affected**

Cross-cutting. The change affects the runner package and server
orchestration.

**Problem or motivation**

The server cannot authenticate runnerd, commit PRP events before ACK,
authorize semantic tools, or enter native finalization from a durable
runner result. The application must have this hidden boundary before a
guarded adapter can use the runner.

**Proposed solution**

Add an authenticated PRP WebSocket authority and register it only for
one exact persisted native Codex run. Bind each connection and event to
the company, issue, agent, run, runner, session, turn, item, and
verified runner identity. Commit each event before its cumulative ACK.
Project only authorized same-task read tools. Rebuild the accepted
result and finalization record from durable result and terminal events.

**Alternatives considered**

The server could expose a broad runner API key or route semantic calls
through existing adapter endpoints. Those options grant too much
authority and weaken replay recovery. The server could also add the
user-facing adapter in this pull request. That option would mix rollout
selection with the transport trust boundary and make legacy
compatibility harder to review.

**Roadmap alignment**

This work supports the shipped enforced-outcomes, governed-tool, and
self-healing-run milestones. It does not add a new roadmap surface.

## What Changed

- Add the durable PRP server authority with one-use bootstrap tickets,
reconnect leases, encrypted frames, bounded state, cumulative ACKs, and
idempotent commands.
- Add `/api/runner/v1/connect/:runId`. Derive its `ws://` or `wss://`
URL from the configured Paperclip API URL.
- Register one authority only after the coordinator verifies the
complete native Codex run binding.
- Commit validated PRP events to `heartbeat_run_events` before ACK.
Reject source gaps and conflicting replays.
- Rebuild accepted results and finalization records from durable result
and terminal events. Enforce finalization owner leases and retry times.
- Project five same-task read operations. Recheck run, agent, task, and
company authority for each call.
- Keep the route hidden. No adapter selects this coordinator, and no
code starts runnerd.
- Vendor the compiled runner TypeScript runtime into the server package
while keeping the workspace package development-only for the server.
- Document the package, database writer, run-log payload, and credential
exclusions.

## Verification

- Run `pnpm --filter @paperclipai/paperclip-runner check:all`. All
TypeScript protocol checks and 69 Vitest tests pass, including
commit-before-ACK crash recovery. All 43 Rust unit tests and 13 Rust
integration tests pass. Conformance and replay parity pass.
- Run the focused server WebSocket, coordinator, package-build, and
startup-wiring suites. All 26 tests pass, including a clean-checkout
reproduction with the runner `dist` directory absent.
- Run `pnpm -r typecheck`.
- Run `pnpm test:run`.
- Run `pnpm build`.
- Confirm that the diff contains 19 files. Confirm that it contains no
workflow or `pnpm-lock.yaml` change.

## Risks

- The server installs the WebSocket route at startup. An unregistered or
malformed run path fails closed and creates no native record.
- Bootstrap tickets are one use. The private state directory uses mode
`0700`, and the state file uses mode `0600`. The file stores derived
authentication verifiers and never stores raw tickets or lease tokens.
- The journal has explicit frame, command, event-window, and file-size
bounds. A bound violation closes the runner connection or rejects the
command.
- A runner event reaches the database before its ACK. A crash between
event commit and ACK causes a byte-equivalent replay, not a second
logical effect.
- The coordinator accepts only an existing queued or running native
Codex row with exact company, task, agent, runner, session, and
completion-contract ownership.
- Existing direct adapters do not call this service. They keep their
current execution, transcript, result, and finalization paths.
- The server has no production dependency on the private runner package.
Its build copies the compiled runtime into `server/dist`; the workspace
link is development-only. This adds no external package and does not
change the lockfile.

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

## Model Used

- OpenAI Codex with GPT-5. The exact deployment ID and context-window
size are not exposed. The model used agentic reasoning, repository
tools, code execution, and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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
2026-08-25 14:17:14 -05:00
Nicky LeachandPaperclip c1c46f1e4e feat: Claude login on the new-agent page before agent creation (#11347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Claude local adapter supports subscription login through a
sandbox
> - The new-agent page must show login before the user creates an agent
> - Test results must not expose raw sandbox diagnostics or secret
values
> - This pull request adds the login UI to both Test lanes and closes
the diagnostic boundary
> - The branch also adds durable cleanup recovery for failed sandbox
teardown
> - Reusable sandboxes must retain both their recorded teardown
configuration and a valid lifecycle path until destruction succeeds
> - The benefit is a usable login flow with fixed public checks,
redacted server logs, and recoverable sandbox cleanup

## Linked Issues or Issue Description

Related public work:
[#9488](https://github.com/paperclipai/paperclip/pull/9488) adds
first-class recognition for `CLAUDE_CODE_OAUTH_TOKEN` in headless and
remote runs. Related public issue:
[#2681](https://github.com/paperclipai/paperclip/issues/2681) requests
Claude Code subscription support. This pull request adds the login
transport and new-agent UI flow that those changes do not provide.

**Subsystem affected:** Claude local adapter, server login probes,
sandbox provider setup, cleanup recovery, and the new-agent UI.

**Problem or motivation:** The Test lanes did not show the sandbox login
panel in all supported cases. Test results also exposed raw probe
diagnostics, and JSON escapes could end secret redaction early.

**Proposed solution:** Surface the login capability through the bundled
provider manifest. Prepare the same probe runtime in the ACP lane. Send
diagnostics only to redacted server logs. Keep Test checks on fixed
public messages. Normalize login URL hints to allowlisted HTTPS Claude
and Anthropic hosts. Consume JSON escapes during redaction. Preserve
failed sandbox cleanup state across retries and restarts, and prevent
deletion from severing the lifecycle context of a live reusable sandbox.

**Alternatives considered:** Keep raw diagnostics in Test checks or
trust login URL text from the sandbox. Both choices increase information
exposure. Keep separate probe behavior in the ACP lane. That choice
would leave the two Test lanes inconsistent.

## What Changed

- Surface the sandbox login panel on both Test lanes.
- Reconcile the bundled Daytona plugin manifest so
`supportsSetupTokenLogin` reaches the UI capability gate.
- Prepare the ACP Test lane with the same probe runtime as the CLI Test
lane.
- Add the `claude_acp_login_probe_unavailable` warning when the ACP
probe cannot run.
- Send raw sandbox diagnostics only to redacted server logs.
- Keep Test checks on fixed public messages in the ACP, managed-config,
and CLI paths.
- Normalize login URL hints to allowlisted HTTPS Claude and Anthropic
hosts.
- Redact JSON and escaped-JSON secret values, including escaped quotes
and backslashes.
- Preserve orphan cleanup records across provider failures, restarts,
and unavailable plugins.
- Atomically block environment deletion while a live reusable sandbox
lease still depends on it.
- Verify pending cleanup destroys plugin sandboxes with the provider
configuration recorded on the lease, even after the current environment
configuration changes.

## Verification

- Head under review: `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`.
- Focused environment route/service/runtime coverage passes: 196 tests
across 3 files.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- The full Vitest run completed with 4,754 passing and 28 failing tests.
All 23 source-test failures reproduce unchanged on parent head
`58cfe61a33191ce03d965d65085d26064b4888ba`; the other 5 are duplicate
executions from stale `server/dist` output. The failures are unrelated
macOS path/listener and scheduler-fixture failures, so there is no new
bad commit for bisect to localize.
- All required CI checks pass for the current head, including build,
typecheck/release registry, all server and workspace shards, serialized
server suites, canary, and e2e.
- A fresh Greptile review for `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`
reports 5/5, “safe to merge,” with no blocking failure remaining.

## Risks

- A probe or redaction change could hide useful server diagnostics.
- An allowlist change could reject a valid Claude login URL.
- Cleanup recovery changes could affect provider teardown ordering.
- An environment with a live reusable sandbox can no longer be deleted
until the owning issue or execution workspace completes teardown.
- The implementation keeps public Test messages fixed and sends detail
to redacted server logs.

## Model Used

OpenAI GPT-5 via Codex — exact model ID: GPT-5; tool use and code
execution enabled; extended reasoning enabled. The implementation author
used AI-assisted development.

## 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 documented the result
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation or confirmed no separate
documentation change is needed
- [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>
2026-08-17 13:42:51 -07:00