Commit Graph
925 Commits
Author SHA1 Message Date
1bceae0c91 Make import spool cleanup wake on changes and saved deadlines (#17835)
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https://entire.com/gh/paperclipai/-/trails/38/changes/paperclip/38
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## Thinking Path

> - Paperclip manages agent work and the files that support it.
> - Resumable company imports keep uploaded parts until apply or expiry.
> - An hourly cleanup loop reads the database for every retained upload
directory.
> - Failed and applying imports can retain files without owing periodic
cleanup.
> - Existing transfer rows and file timestamps already identify real
deadlines.
> - This change schedules those deadlines and wakes cleanup after
relevant changes.

## Linked Issues or Issue Description

Refs: #17801.

**What problem does this solve?**

The hourly import sweep keeps querying retained uploads when no cleanup
is due. It also treats a failed database read as a missing transfer row.
That can cause deletion of a live upload whose directory is old.

**What is the proposed solution?**

Use the existing delivery coordinator with per-transfer deadlines. Keep
commit-aware notifications in the transfer ledger service. Keep
filesystem change notifications in the spool owner. Recover pending
cleanup from existing files and rows at startup.

**What alternatives have you considered?**

A slower periodic sweep would still query idle history. A new job table
would duplicate the existing ledger and directory timestamps. Retrying
only after successful uploads would miss partial file writes that leave
cleanup work.

This is slice 59. Parent #17801 has merged. This publication targets
master and preserves that landed prerequisite. Fresh current-head CI and
review remain required.

## What Changed

- Repair an inherited CI concurrency test. Observe exact PostgreSQL
blockers instead of assuming lock order from two 50 ms sleeps. Keep
production authorization and all fail-closed assertions unchanged.

- Refresh verified-upload activity before writing bytes. Preserve the
guarded cleanup claim without recording a part receipt before the file
exists.

- Isolate unreadable child directories so healthy cleanup continues. Use
unique, self-cleaning route fixtures for external database reruns.

- Replace the hourly timer with the existing scoped deadline worker. No
new table or independent scheduler.
- Schedule open uploads at saved activity time plus 24 hours, preserving
the strict cutoff and guarded cancellation before deletion.
- Keep failed and applying imports quiet while retaining their files.
Clean completed/cancelled leftovers immediately.
- Register run-scoped write intent before every supported ledger
mutation, including nested transactions. The helper stays inside the
existing ledger owner.
- Wake from filesystem changes, including failed writes and removals.
Reconstruct orphan deadlines from directory timestamps after restart.
- Propagate database and permission errors. Only a missing directory
proves absence. Read only the four ledger fields needed for cleanup.
- Preserve startup-only stranded-apply recovery. The cleanup worker
cannot fail live applies. Remove its filesystem subscription and join
active cleanup on shutdown.
- Record producer coverage and limits in
`doc/plans/2026-10-26-import-spool-cleanup-sleep.md`.

## Verification

Current repair source: `5d974e5eb28fc3e28b5e75e36fb18c61582348d5`. The
publication adds a test-fixture repair and audit text to the previously
tested import-spool source; runtime code is unchanged. **765 distinct
cases pass across nine complete files:** the original 293 consumer cases
remain hash-identical, and the full tool-access file passes all 472 in
20.86 seconds.

Controlled evidence: a 500 ms cleanup-query delay fails all three old
timing cases; observed lock barriers pass all three with the same delay
and unchanged policy assertions. The artificial delay is not committed.
Current-head CI's original audience-race failure is preserved. The first
local full-file run also retains one separate 15-second stdio HTTP
timeout; one fresh diagnostic full run passes all 472, without
establishing that timeout's cause or changing its limit. Fresh CI and
reviews are required on this new publication head.

Accepted production source: `87549234b125464dc7fa216227fc9bfa1d93f3d7`.
Publication head: `016b3af51a734ad0ddf574de701679a7bdc33d06`. Adopting
the actual parent squash preserves the complete accepted child tree. The
subsequent changes are the CI test fixture and its audit text.

- **293 cases pass across eight complete server files, with zero
skips:** spool worker 18; HTTP import transfers 25; transfer ledger 9;
cloud floor 8; portability 114; startup 92; coordinator 26; scoped
deadlines 1. Runtime: 12.28 seconds.
- Real filesystem and PostgreSQL cases cover zero idle SQL/directory
scans, actual deadlines, first/concurrent writes, nested
commit/rollback, restart, failure, drain/resume, root and symlink
boundaries, and joined shutdown. Three fresh PostgreSQL 17 fixtures and
isolated PAPERCLIP_HOME keep the run separate. All eight source hashes
remain exact; no assertion, timeout, or source adaptation.
- **Static gates pass:** database build; server typecheck/build; module
boundaries; migration order; profile identity. All 412 migration journal
entries are present through index/tag 0413_tired_kronos.
- **Composition:** 1,237 parent-only and eight owned-only paths remain
exact; 11,521 identical paths and two automatic shared production
results are preserved. The only manual conflict is the status ledger.
Packages and other native worker services equal the parent. Its 4,192
selected cases are prior source-scoped evidence, not added to this
count.
- **Historical failures remain recorded:** earlier trusted-runner and
Greptile service errors are not current passes. The older Ponytail Ship
verdict names another head. Fresh CI, security, and exact-head Greptile
5/5 must pass before merge.
- [Master integration and spool acceptance
audit](https://github.com/paperclipai/paperclip/blob/016b3af51a734ad0ddf574de701679a7bdc33d06/doc/plans/2026-10-26-import-spool-cleanup-sleep.md#current-master-integration-and-spool-acceptance-2026-10-29).
No full local repository, live provider, or deployed sleep claim is
made.

<details><summary>Earlier revision verification and failure
history</summary>

Receiver failure fairness: a controlled 1,100 ms batch reproduced a
30-second delay for healthy due receivers. The worker now supplies its
existing per-item deadline through `nextRunAtOnError`. All 20 receiver
lifecycle tests pass on the owner and combined tip
`31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production
typechecking passes on the owner. The failed receiver retains its own
backoff, and settled receivers return to zero recurring SQL. The
five-second assertion budget is unchanged. See [the owning
audit](https://github.com/paperclipai/paperclip/blob/7435a19f6d18f14466175d72b3b7d893ed39acd0/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch).
Current-head CI and review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/1509a56a97f2ffb2ab59a9a27f6d7be16ab46569/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Inherited voice-cleanup verification: the controlled slow-provider
regression and all 13 lifecycle tests passed on its owner and combined
tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only
the fixture clock advancement and its audit note.

Current head: `7435a19f6d18f14466175d72b3b7d893ed39acd0`. This remains a
single-duty PR stacked on #17801.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/47ba0a93c4b01484ad58d16bbeb5a372c76b5a0d/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-import-spool-cleanup-sleep.md](https://github.com/paperclipai/paperclip/blob/47ba0a93c4b01484ad58d16bbeb5a372c76b5a0d/doc/plans/2026-10-26-import-spool-cleanup-sleep.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.


</details>

## Risks

- Expiry and active apply must keep their guarded ledger claims. A stale
read must never authorize file deletion after a concurrent resume.
- Database and permission failures remain unresolved work. They cannot
be interpreted as missing rows or empty directories.
- Only supported ledger and spool owner writers emit these local
notifications. Independent processes or SQL writers need ingress;
startup recovery alone cannot wake stopped compute.
- Cloud sleep blockers remain. No deployed suspension, external alarm
coverage, live provider qualification, or cost savings is claimed.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, real
PostgreSQL and filesystem tests, and GitHub tools. 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 URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 07:42:14 -05:00
8ac5a128e6 fix(server): resolve native finalization notices from committed wakes (#17758)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native finalization can commit before its recovery notice is
resolved.
> - The periodic orphan pass revisits committed runs to resolve those
notices.
> - Retained completed history should not require repeated discovery.
> - This PR moves that one duty to transaction wakes and concrete
failure retries.
> - Existing notice rows reconstruct work after restart. The action
service still owns resolution.
> - Other completion and resource duties keep their current recovery
paths.

## Linked Issues or Issue Description

Refs #17752 (stack parent: committed run projection), #17748
(accepted-result commit), and #17734 (workspace finalization). These are
distinct recovery obligations. This slice incorporates parent #17752 at
`a49a2dac13b0e1c19da5d3d6b435c781703b1c0b`, now merged as
`50fe32684d2d4e1db129e3c1bb455571344a0c09`. Related #17724 retires
obsolete exact-session notices for terminal runs with no result and
preserves their replay hold. This slice resolves notices after a result
committed; it does not change that no-replay policy.

**Current behavior**
Committed native finalization recovery repeatedly inspects active
watchdog notices. A notice can also be updated in place to describe a
different run, so resolving a previously selected ID alone is unsafe.

**Proposed behavior**
Wake a scoped worker from relevant committed writes. Reconstruct active
finalization notices at startup. Resolve only the current notice after
the native owner rechecks its binding under lifecycle locks. Stop
scheduled work when no matching obligation remains.

**Reason and benefit**
Notice recovery becomes quiet after settlement and reacts to real
changes without a polling delay. Reused notices remain attached to their
current incident. This does not claim that every remaining server duty
or the host can sleep yet.

## What Changed

- Track the initial recovery-notice sweep through shutdown without
blocking HTTP readiness on task locks.
- Require issue/run scope for ordinary finalization fanout. Routine
company-only hints leave dormant notices quiet; dedicated owner and
explicit settings signals retain their scopes.

- Extract the native finalization notice predicate and resolution owner.
Keep the existing recovery-action service responsible for writing the
resolution.
- Bind candidates by company, issue and run. Require a committed result
and an active or escalated finalization notice. Exclude held ownership,
pending status effects and unfinished run projection.
- Recheck coordinator, issue, run and matching actions under locks. A
newer incident cannot be resolved from a stale candidate snapshot.
- Use the shared scoped worker, transaction signals, retry backoff and
lifecycle handling. Add no table, per-feature timer or provider branch.
- Signal action insertion, update, supersession and resolution;
finalization and effect changes; run projection and ownership release;
issue changes; settings activation; and the recovery route that reopens
an action.
- Preserve no-op resolution quiet. Serialize only the three supported
notification IDs, even when a caller supplies a larger internal object.
- Delegate only notice resolution from the periodic path. Keep
manual/default finalization and other completion/resource work.
- Add real PostgreSQL producer, concurrency and lifecycle coverage and a
detailed audit.

## Verification

- Current local source `730e00a7b007a36d188ca0a328ef050d3a25d1ee`
incorporates the parent with a normal merge. All 1,209 parent-only,
eight owned-only and 12 automatic shared paths are preserved. The two
manual paths retain both chat import sets and scope the new notice
fanout. The entire package tree matches parent profile 80 byte-for-byte.
- Controlled real-database regression: original notice-only unscoped
fanout produces three candidate SELECTs for routine company hints. The
same zero-query assertion passes after restoring scoped fanout. The real
notice writer then creates and resolves an action for a committed run
and returns to quiet. Both phases restore production bytes exactly; the
22 cases outside this focused pattern are not counted as passing there.
- The complete main command passes **1,873 cases in 21 files**, without
skips, in 309.69 seconds. It includes all 23 notice-worker cases, full
presentation/ownership read coverage, 88 startup cases, and the
projection/result/physical-work consumers. Process recovery passes 410
in 163.54 seconds and external-chat response passes 273 in 53.48
seconds. Total complete-file acceptance: **2,556 cases in 23 complete
files**, with no skips. The additional focused chat selection passes 18
cases in 13.44 seconds; 1,796 unselected chat cases do not count. Total
selected passes: **2,574**. Normal merge
`a0f2b3f4348b078219a53d8cc135c84202ba505e` adopts actual parent ancestry
with this complete tested child tree unchanged.
- The chat selection covers the real reply/notice row-lock regression,
Slack and Telegram response recovery, current-authority denial cases,
exact canonical response binding and internal GitHub attachment
navigation. Other cases in the giant chat file remain unselected; this
is not full chat-suite acceptance.
- Production server typecheck, build, module boundaries, migration order
and source identity checks pass. Twenty dedicated PostgreSQL 17
databases use the unchanged migration 413 schema. Embedded-only
invocations use the existing fresh-per-call recovery helper. All
temporary imports restore exactly and all 24 selected test hashes match
after completion. No assertion or timeout is relaxed.
- Parent package acceptance remains applicable: 130 passing
installation/compatibility/transport cases, 22 installed ACPX/Grok
contract cases and 26 native-provider Rust cases. One existing opt-in
closed Pi snapshot case is skipped because its distribution root is
unset. This does not qualify a live provider.
- Failure history and scope are retained in
`doc/plans/2026-10-26-native-recovery-notice-sleep-audit.md`.
Current-head acceptance: all 57 checks are clean, including protected CI
and security. Greptile gives 5/5 on
`2a8777bbed8b1e10810e3d6d99aae3f25b4854ef`, with no actionable findings.
Prior scores do not substitute. No Ponytail verdict is present under the
authorized missing-review policy. No full local repository suite,
deployed sleep, expanded Cloud wake coverage or measured savings is
claimed.

## Risks

- Resolution takes coordinator, issue, run and action locks in the
native recovery order. Contention must preserve the current incident;
the real concurrent-upsert and competing-resolver cases exercise this
boundary.
- Process-local signals cover instrumented application writers. They do
not add support for independent SQL writers or replicas without
supported ingress. Startup reconstructs the existing durable rows.
- Completed finalization is not proof that external conversation
settlement, Muse reconciliation or physical cleanup finished. Those
obligations retain their owners and recovery paths.
- Discovery uses narrow keyset pages. No fleet benchmark, host
suspension or cost reduction is claimed. Cloud wake coverage remains
unchanged.
- Parent #17752 has merged. This PR targets master at
`50fe32684d2d4e1db129e3c1bb455571344a0c09`. Fresh current-head CI and
review must pass before the authorized protected merge.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The exact serving model ID and context-window size are not exposed in
this session. No subagent was used for this slice.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 05:35:01 -05:00
df6156c2e3 fix(server): wake native status reassessment from committed changes (#17709)
## Thinking Path

> - Paperclip manages agents, tasks and their durable native results.
> - Changed evidence, task authority or review retirement can require a
new status assessment.
> - Periodic orphan recovery repeatedly reads history to find these
changes.
> - This change gives reassessment an owner driven by committed changes
and saved deadlines.
> - Existing result, assessment, decision and task rows remain durable
truth.
> - The status committer still verifies current sources and authority
before writing.
> - Settled or insufficient evidence becomes quiet until a supported
producer changes it.

## Linked Issues or Issue Description

Refs #17702 (merged), #17679 and #17680. This is slice 50, now based on
master. It owns native status reassessment; workspace settlement,
retained sessions and other orphan duties remain separate.

**What happened?**

Periodic recovery repeatedly inspects completed native results. Removing
that scan without complete writer coverage or current authority checks
could strand new evidence or commit an old result over newer work.

**Expected behavior**

Reassess from existing durable facts after relevant outer transactions
commit. Retain real retry/lease deadlines and restart/drain recovery.
Preserve current authority, quality-review and supersession checks. Make
no recurring SQL when work is settled or dormant.

**Steps to reproduce**

Complete a native result awaiting evidence or review, leave it idle,
then approve a real work product or retire the selected automatic
review. Its saved result should advance once when authorized, or record
the existing nonterminal business gate, without a periodic scan.

## What Changed

- Extract reassessment and its pure status policy from finalization
recovery into their owning modules. Add a scoped worker using the
existing delivery coordinator and scheduler; no queue table or migration
is added.
- Retain the three durable discovery triggers: changed work-product
history, authoritative task status/version, or retirement of the
selected automatic completion review. Preserve selected-source,
ownership, effects, retry and lease fences under the existing committer.
- Notify from actual task/work-product, claim release, approval,
interaction, OAuth, event evidence and workspace-settlement owners
before their transaction writes. Keep provider calls outside short
transactions and nested writes behind outer commit.
- Scope ordinary milestone/finalization/coalesced-input wakes to an
issue/run. Keep genuine company authority restoration explicit. Real
Photon and coalescer regressions cover all three response/status queues.
- Move the current parent's required quality policy into the owner and
apply it to every reassessment that could complete a task. An unmet
review records the existing in-progress decision and next action,
avoiding an operational retry loop. Preserve conversation/session reset
locks and the workspace omission-barrier signal.
- Skip reassessment in periodic recovery while preserving
explicit/startup recovery and the historical supersession guard before
independent workspace work. Document the source contract, producer
inventory, failures and qualifications in the linked audit.

## Verification

- Broad source `9fddb3f0b1157df32b64fb1f22e9d6e9624470e8` passes **2731
distinct cases in 28 complete files**, with no skips: 2458
producer/owner/authority/workspace/quality cases in 394.43 seconds and
all 273 governed-response cases in 53.74 seconds. Nineteen dedicated
fresh PostgreSQL 17 databases migrate through 0413; eighteen
embedded-only invocations preserve fresh-per-call isolation through the
existing recovery helper. All 22 temporary imports restore exactly and
all 28 hashes match.
- Final runtime source `5ea3b0fd016bf7e63ba82a7044825a46a0cd2082` passes
**1211 cases in five complete affected files** in 108.23 seconds after
the narrowly reproduced evidence-trigger fix: all 43 worker, 145 corpus,
32 finalization-recovery, 968 native-session and 23 quality-review
cases. Four fresh databases plus the quality helper's own fresh fixture
use PostgreSQL 17. Its one adapted import restores exactly; all five
hashes match. The other 27 broad-run test files are unchanged. These
qualifications are source-scoped and not cumulatively double-counted.
- Required/optional real regressions reproduce retry loops on
retired-review and evidence-approval paths before repair; both become
SQL quiet afterward with unchanged assertions/time limits. Controlled
removal of only ordinary scope guards reproduces two coarse-hint SQL
failures; exact guard restoration passes. Real producer, outer
transaction, claim, authority, 103-item backlog, retry and drain cases
pass. Photon transport is mocked; callbacks, locks and observed SQL are
real.
- Normal merges preserve 12661 parent/unrelated entries, 35 owned
entries and 21 automatic shared results, with five original conflicts
reviewed explicitly. The parent's actual squash reconciliation preserves
the entire held child tree. The final quality fix changes only its owner
and tests. Fourteen added comments are removed with identical nontrivia
tokens; no directives are removed and the final comment check is empty.
- Database build, server types/build, boundaries and exact-head
migration order pass. The database tree is identical to merged #17702:
no new SQL, queue table or snapshot is generated. Earlier benchmarks,
host limitations, failed assertions and their repairs remain in
`doc/plans/2026-10-26-native-status-reassessment-sleep-audit.md` and
`doc/idle-native-status-reassessment.md`.
- This qualifies targeted external PostgreSQL behavior, not embedded
bootstrap on the semaphore-exhausted host, a full local repository
suite, deployed sleep or measured fleet savings. Fresh exact-head CI and
review remain required.

## Risks

- Notifications retain the process-local supported-writer contract.
Independent SQL writers and uncoordinated replicas are not covered by a
new transport.
- Reassessment competes with current authority changes. Existing
row/source locks and retries remain required; arbitrary missing
identities have no row to lock, so this is not a general predicate-lock
guarantee.
- Discovery pages 100 rows but retains outstanding candidates in memory.
It remains proportional to backlog size, and cancellation occurs between
queries.
- Other orphan/workspace/session duties and Cloud sleep eligibility
remain unchanged. Missing supported producer coverage could strand
dormant work, so the producer audit and real callback/transaction tests
remain part of acceptance.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution and PostgreSQL tests. The runtime does not expose a more
specific serving snapshot or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted scope is stated
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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 03:40:01 -05:00
DottaandPaperclip 4e715eb7ea fix(server): schedule historical unsafe export recovery (#17687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs can retain accepted results after an unsafe workspace
export fails.
> - Historical recovery can retire an old notice or resume the accepted
result without another provider turn.
> - The periodic reaper repeatedly scans failures that cannot currently
recover.
> - Existing rows and committed changes can identify the actual recovery
obligation.
> - This pull request wakes recovery from those changes and retries only
owed work.
> - Dormant history becomes quiet while ownership and explicit operator
decisions remain protected.

## Linked Issues or Issue Description

**What happened?**

The native finalization reaper repeatedly visits historical unsafe
workspace-export failures. Cancelled tasks, newer runs, changed
contracts, and explicit operator decisions can make those rows
permanently ineligible. They still produce periodic database reads.

**What did you expect?**

Retire stale unsafe-export notices and recover eligible accepted
results. Stop reading dormant history until a relevant committed change
occurs. Keep a retry while a real obligation is blocked by ownership or
a transient failure.

**Steps to reproduce**

Retain an unsafe-export terminal failure whose task is cancelled or
superseded. Leave the instance idle after startup. The periodic reaper
continues reading that history.

Prerequisite #17680 is merged into master. Related: #14402 established
safe export finalization; #14329 was an earlier historical recovery
proposal. #17679 owns separate policy-review cleanup. This PR changes
only historical unsafe-export scheduling and its producers.

## What Changed

- Register a scoped worker through the existing coordinator and
scheduler. Remove this duty from periodic reaping. Preserve the
manual/startup recovery entry point.
- Distinguish stale notices, eligible accepted results, dormant history,
and concrete ownership contention. Reuse the existing mutation owner and
lock order. Preserve explicit settlement vetoes and exact
result/contract identity.
- Signal relevant task, run, action, and deletion writes before they
commit. Existing transaction boundaries handle nested commits and
uncertain outcomes. Notifications contain only scope IDs.
- Retain a retry only for owed work. Reconstruct work at startup,
preserve drain/resume, and stop through the shared lifecycle.
- Add concurrent, idempotent partial index migration 0410 for unsafe
terminal failures. Keep the five newest generated schema snapshots.
- Document producer coverage, query plans, supported writer boundaries,
and test failures in the unsafe-export audit.

## Verification

- Source `2a13dd08a6cc52f0adab09e3df9ce31e97b746b9` passes all 2188
cases across 24 complete files, without skips. The main selection passes
2129 cases in 192.58 seconds; safe-replacement passes 59 in 26.04
seconds. Coverage includes all 968 native-session cases, real
export/action producers, explicit continuation, workspace
reconstruction, interaction routing, Stop, queue and Slack consumers.
The audit gives per-file counts.
- Twenty separate fresh PostgreSQL 17 databases migrate through 0410
before setup. Four embedded-only fixture imports temporarily use their
own external database on this IPC-exhausted host, then are restored byte
for byte. Assertions and timing limits stay unchanged. This is qualified
external-database acceptance, not an unmodified embedded CI run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. Normal integration preserves the
complete original runtime/schema patch and unrelated upstream blobs.
Original concurrent index SQL, all prior executable history, journal
entries and retained snapshot bytes are unchanged; five snapshots 0406
through 0410 remain. Added comment removal preserves the full
non-comment TypeScript token streams.
- A populated 0409-to0410 upgrade preserves all 408 prior migration
receipts and 38 companies. It appends exactly one receipt; replay adds
none. The index is valid and ready on fresh and upgraded databases.
- The owning audit retains earlier fixture failures, skipped checks and
notice-retirement regression history. Older combined stack checks retain
their original scope in their owning audits. Actual parent
`73d24aa5acfcf17b3f676b4da7cd05eb70b60b99` is reconciled through a
normal merge. Its tree equals the reviewed ancestor and the complete
accepted child tree is unchanged. Fresh published-head CI and Greptile
5/5 remain required. No deployed sleep, fleet-cost or live provider
qualification claim is made.

- Inherited prefix correction: current integration
`8f43c9f81fac23b50997e7f0e1d0d9cf383a8109` changes only two values in a
previously unselected corpus fixture. All production code, the complete
package tree and all 24 accepted test files remain byte-identical to the
2188-case source above. The additional complete 72-case corpus passes in
14.00 seconds and again on the same database in 13.08 seconds. Retained
PSC/OUT and sentinel rows remain unchanged. The repeat is not
double-counted. The parent audit retains the original collision and
rejected cleanup attempt.

- Latest parent context: integration
`4d51231abe8b68c21ce896d0d2ac16865978c8ab` carries only the parent's
one-argument GitHub observation correction and an independent master
cleanup assertion. All production code, packages, 24 accepted suite
files and the additional corpus are unchanged. The two focused
native-presentation cases pass in 15.14 seconds and the complete
cleanup-removal suite passes all six cases in 8.31 seconds on two fresh
0410 PostgreSQL fixtures. This does not claim the full parent workflow
was rerun here.

Current head `b28399babac72ba9db1c4a4ef882c5e87aded38c` has passing CI
and Greptile 5/5 with no actionable findings. The first CI attempt lost
runners: fourteen jobs explicitly received simultaneous shutdown
signals, two reported lost runner communication, and two aggregate gates
failed downstream. One failed-job retry on unchanged source passes. The
underlying host shutdown cause remains unconfirmed; no code fix or extra
retry is claimed. [CI run and
attempts](https://github.com/paperclipai/paperclip/actions/runs/40819408528).
No Ponytail verdict is present.

## Risks

- A missing future producer can delay dormant-history discovery until
restart. The audit names current producers. Independent SQL writers and
other server processes remain outside the process-local signal contract.
- Physical ownership and uncertain operations retain retries. Time alone
does not authorize taking workspace ownership. No provider turn or
unsafe archive retry is added.
- The recovery owner remains authoritative if state changes after
discovery. Terminal UI status does not authorize resource destruction or
accepted-result replay.
- The partial index adds matching-row write/storage cost. It builds
concurrently through the existing restart-safe migration runner.
- This proves the changed worker becomes quiet. It does not prove host
suspension, external wake coverage, or fleet cost savings. Other sleep
migrations remain. This slice still requires fresh current-head CI and
reviews.

## Model Used

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

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 00:13:22 -05:00
scotttongandPaperclip 71f0c0c99e feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People coordinate work through conversations, tasks, and requests
for input.
> - These surfaces must share task state and preserve the context of
each decision.
> - The existing workspace makes people switch surfaces to follow that
context.
> - This pull request adds an optional Coordinator workspace with linked
conversations, tasks, documents, and decisions.
> - Each person can enable it in Settings > Experimental and return to
the classic workspace.
> - The benefit is a coherent path from a request to an assigned task
and reviewed work.

## Linked Issues or Issue Description

**Subsystem affected**
UI, server, shared contracts, and database.

**Problem or motivation**
People need a consistent way to start tasks from agent conversations,
answer questions, review work, and return to the source context.
Decisions and task state must agree across these surfaces.

**Proposed solution**
Add a personal, default-off workspace experiment. Keep one conversation
per agent. Add task proposals, compact task and decision cards,
contextual document panels, and a Needs You queue with search, filters,
sorting, grouping, and history.

**Alternatives considered**
Replacing the classic workspace for everyone would remove the opt-out
path. Keeping separate decision state in each surface would create
conflicting answers. This change uses the existing canonical task and
interaction records instead.

**Roadmap alignment**
This supports the existing agent chat, task management, and human review
capabilities. It is an experimental presentation choice. The user
requested this isolated implementation after design review. No Discord
discussion is claimed.

## What Changed

- Add per-person workspace preferences, a default-off setting, and an
additive migration.
- Add Coordinator navigation, pinned destinations, task lists, agent
switching, and contextual panels.
- Link task suggestions and creation to the source conversation. Default
new task ownership to the current agent unless the user specifies
another owner.
- Share pending questions, decision receipts, exact review targets, and
history across tasks, chat, and Needs You.
- Preserve task access, assignment authorization, revision binding, and
required output review gates.
- Add compact document links, relative timestamps, composer controls,
and reduced-motion support for task and decision transitions.
- Add component stories, regression coverage, and capability-map
documentation.

## Verification

- Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on
master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29,
2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional
skips, no pending or failed checks**. [Current CI
run](https://github.com/paperclipai/paperclip/actions/runs/40790639688)
passed without a rerun on this head.
- Fresh Greptile **5/5**, zero new comments and zero open review
threads; Superagent passed with no suspicious changes.
[Checks](https://github.com/paperclipai/paperclip/pull/17983/checks).
- Local workspace typecheck/build passed after the latest rebase. The
final account-read patch passed UI typecheck/build and all 12 related
preference/settings tests, including a delayed real-client request
across account changes. Earlier scoped checks cover review
deduplication/replay, decision deep links, cross-surface state, access
boundaries, and migration replay.
- Local database/browser rechecks after the latest rebase were limited
by exhausted macOS shared-memory IDs: `initdb` failed before database
creation. The local run passed 31 UI/snapshot tests and skipped 24
database tests; those skips and the blocked local browser start are not
claimed as passes. The independent Linux CI database and browser checks
passed. No running dev database or host setting was changed.
- Upstream migration 0403 is preserved. Preferences and durable review
retry aliases are generated as replay-safe migrations
`0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest
snapshots are retained. Every detected conflict was rebased and pushed
before waiting for CI/review, as requested.
- The PR is unmerged. The active master ruleset still requires
code-owner approval for the changed Paperclip skill; no approval or rule
change was performed.

<details>
<summary>Earlier verification failures, integration history, and
evidence</summary>

These entries preserve prior checkpoints and failures; the current
acceptance result is above.

- Focused UI and server checks from the isolated build are recorded in
the implementation plan.
- Browser checks covered the opt-in shell, navigation, task/document
links, and decision card states. No new live provider trial is claimed
for this handoff.
- Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`,
rebased onto master `8bc051245` immediately after its GitHub
review-repair migration took 0403. Preferences are generated as
idempotent `0404_tense_silver_sable.sql`, preserving upstream
SQL/journal/snapshot history and five newest snapshots. GitHub reports
MERGEABLE after the immediate lease-protected push. Scott's updated
instruction is to rebase and push every conflict resolution first,
without waiting for CI or Greptile; verification follows the push.
- The final reviewed feature tree was consolidated for repeatable
single-commit rebases. The complete previous commit history remains
reachable through local recovery ref
`codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot
`0e1bbdf4e`). The actual rebase completed, and its tree hash exactly
matches that resolved snapshot. The force-with-lease required the known
remote head `0e6ef7c44`, protecting against concurrent branch changes.
No PR merge or permission/runner setting change occurred. Fresh
CI/review are in progress for the current head.
- `2001132fa` received Greptile 5/5 with one nonblocking account-switch
read finding. Current head detaches path-coalesced preference GETs and
disables HTTP caching, retaining React Query's account-scoped sharing. A
delayed real-client GET regression proves account B can load its saved
choice before account A responds, and A's late response only updates A's
cache. Preference/settings tests 12/12 and UI typecheck passed; its
review thread is resolved. Fresh current-head CI/reviews are pending.
The prior CI chat shard 3 ended with “The operation was canceled” and no
assertion failure ([job
123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631),
`/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed
to that cancellation.
- `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass. All browser tests including the repaired YAML shard
passed, and 54 checks passed. General server shard 9 ended with “The
operation was canceled” and no failed assertion; its test step was
marked cancelled (job
[123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893),
log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was
started after the workflow completed, but master moved while it ran. A
local nested-clone check timed out in its 30-second database-startup
hook and then failed cleanup before the 20 database cases ran; this is
retained as a local verification limit
(`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or
proof of the CI cancellation cause.
- Following Scott's instruction, the new conflict was rebased and pushed
immediately without waiting for that rerun. Upstream's
`0403_natural_cerise.sql` is preserved; regenerated preferences and
retry-alias migrations are `0404_tense_silver_sable.sql` and
`0405_harsh_avengers.sql`, replay-safe with five newest snapshots
retained. The YAML helper conflict combines upstream's click and header
behavior with the editor-selection guard and injected regression.
Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase
work. Current head is MERGEABLE. Full workspace typecheck/build passed;
UI and snapshot checks passed 31 tests, but 24 database tests were
skipped by the local support probe, and the local browser server could
not initialize PostgreSQL. A direct disposable `initdb` diagnostic
established the host limitation: `could not create shared memory
segment: No space left on device` (`shmget`, shared-memory IDs
exhausted, not disk space). No dev database or host setting was changed.
Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`,
`/tmp/pr17983-2001132-db-probe.log`; checks:
`/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`,
`/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`.
These local skipped/blocked checks are not claimed as passes; fresh CI
on independent runners is in progress.
- `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass, but [E2E shard
7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925)
failed parsing an Advanced YAML clipboard read beginning with “Skip to
Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`.
Current head hardens the test helper to verify editor focus and
selection, clear stale clipboard content, and require the YAML header at
the start of a fresh copy before parsing. Saved-state assertions and
timeouts are unchanged. All six Advanced YAML browser journeys passed on
a disposable local instance (41.0s); the exact lost-response journey
also passed with a one-time injected surrounding-page copy, verifying
rejection/reacquisition (17.6s). The precise browser focus/clipboard
timing in CI remains unproven; the observed invalid-read path is now
guarded and deterministically exercised. Logs:
`/tmp/pr17983-yaml-clipboard-scope-browser.log`,
`/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head
CI and reviews are pending.
- `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking
deep-link finding. Current head preserves attention links using
`?decisionId=`: the requested pending decision is rendered even beyond
the first 40 cards, focused and scrolled into view, then only that
parameter is consumed so later refreshes do not refocus. Other URL
parameters remain. Needs You tests 10/10 and UI typecheck passed; its
review thread is resolved. The preceding post-rebase regression run
passed 45/45 tests. Fresh current-head CI/reviews are pending.
- `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and
Superagent pass. While 32 checks had passed, master moved and caused a
documentation conflict in `maps/feature-map/onboarding.md`. Rebased
immediately, preserving both onboarding paragraphs. The complete
four-commit branch was pushed as `19e6dcb0b` before waiting on
CI/review, per Scott's instruction. A transient Git index lock
interrupted the first continue; the command sequence briefly pushed
intermediate `34e298c07`, then the completed rebase was immediately
pushed. All feature and security/retry fixes are present; local recovery
ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase
history. The only tree differences from that ref are upstream's two
smoke-test files and the combined documentation paragraph. GitHub
reports MERGEABLE. Fresh current-head verification is in progress;
prior-head review results are not current acceptance.
- `21efa3120` passed Superagent but Greptile scored 4/5 for a valid
retry-key persistence bug: an acknowledged duplicate key could reopen a
resolved review. Current head adds an additive, replay-safe
`0404_light_swarm.sql` migration for indexed, task-scoped aliases from
acknowledged retry keys to the canonical interaction. Alias registration
and retry lookup occur under the existing task lock; payload/actor
mismatch still conflicts, and each canonical review permits at most 100
aliases. Original and acknowledged keys replay the terminal result
rather than creating a new gate. Five newest migration snapshots are
retained. Service/routes tests 165/165 passed; final quality review plus
migration replay/snapshot checks 25/25 passed; server typecheck passed.
The P1 thread is resolved in code; fresh current-head reviews and CI are
pending.
- `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile
findings, but Superagent check
[123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812)
correctly flagged unbounded pending quality-card creation. Current head
fixes that under the existing task-row lock: equivalent requests with
fresh idempotency keys reuse the pending card; conflicting requests for
an unresolved deliverable return the existing interaction ID; pending
cards are capped at ten per task across all reviewers. Distinct outputs
remain independent, and already-answered items in a partially pending
batch can receive a fresh review. Added real-database concurrency,
cross-card duplicate, partial-answer, and hard-cap regressions. Quality
review 22/22 tests and final server typecheck passed; earlier
service/routes 163/163 tests passed before the final partial-answer
refinement. One added assertion initially expected a service HTTP error,
but duplicate keys are rejected earlier by the existing shared schema;
the assertion now verifies that validation. Fresh current-head
CI/reviews are pending; the action-required security result is not
treated as passed.
- `c9c575e5f` completed all 56 checks successfully with four conditional
skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are
fixed in the current head: independently bound quality approvals now
each remain visible in attention; changing/clearing URL-backed
assignee/status filters updates the URL and survives task navigation.
Both review threads are resolved. Regression evidence: attention service
34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server
typechecks and the full workspace build passed on `69c2c7543`. The first
new UI test run caught an assertion racing React Router's transition;
waiting for the navigation before asserting passes without weakening the
navigation/remount checks. These older-head green checks are not claimed
for the new fix commit.
- Preceding `0e6ef7c44` completed all 56 checks successfully with four
conditional skips, fresh Greptile 5/5 and no open findings, and passed
Superagent. A fifth migration-metadata collision arrived before the
final Runner job finished. Those green results are preserved as
prior-head evidence, not current acceptance.
- Previous fully verified migration head:
`0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master
`f8226b051` after the fourth migration-number collision. Master added
terminal GitHub-response migration 0401 while the final native check
ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and
preferences are generated as idempotent `0402_yielding_blink.sql` on
top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE
after the push. All 1,155 relevant
migration/review/interaction/native-execution/remote-assets tests,
workspace typecheck/build, migration guards and whitespace checks pass.
Fresh exact-head CI/Greptile/Superagent are pending.
- Immediately preceding head `36c67cf03` completed all 56 checks
successfully with four conditional skips, fresh Greptile 5/5 and no open
findings, plus passed Superagent security. No retry was needed for that
head's CI. Master advanced and introduced only a migration-metadata
conflict while its final native check ran, so that green result does not
establish acceptance of the current integration. Four consecutive
collisions (0398, 0399, 0400, 0401) during verification are retained as
concrete integration churn; a brief pause of competing migration merges
was requested, without assuming it happened or changing any repo
setting. The PR has not been merged.
- Prior fully verified head: `36c67cf03`, on the clean `30059c0ed`
integration of master `efd65c112`. The last Greptile P2 is fixed: Needs
attention retains the participant-agent scope through authoritative
server membership queries for each pending task, including historical
participation when another agent currently owns the task. It does not
approximate participation with current assignment or enumerate every
company task. The actual view-switch regression and all 31 focused
task/routing/collection tests, UI typecheck/build, token gates and
whitespace checks pass. Greptile completed a fresh 5/5 review on this
exact head (review 19) with zero new comments and no open review
threads. CI and Superagent remain in progress; no current-head CI
failure has been reported.
- Head `30059c0ed` received Greptile 5/5 with that one nonblocking
participant finding, now fixed. Superagent passed that head.
Current-base integration restored the ephemeral RunsOn fleet after a
superseded workflow retained queued aggregate jobs: normal cancellation
was insufficient; the single force-cancel request was interrupted but
readback confirmed that obsolete run cancelled and current CI began on
the trusted fleet. No cancellation retry or runner/security/workflow
changes were made. Its partial CI was superseded by the necessary
participant fix and is not current acceptance.
- Previous compatibility/base-sync head:
`30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master
`efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports
MERGEABLE after the push. Coordinator keeps Inbox standalone under More
without rewriting the instance's Combined Inbox preference; opting out
restores that preference. Saved merged-Inbox URLs resolve to their
original owner, task status presets remain usable, and canonical
repeated `workspace` parameters retain scoped, deduplicated pagination
(including Needs attention). All 192 broader
routing/Inbox/sidebar/privacy/review tests and the final 16 task-page
tests pass, as do workspace typecheck/build, token gates and whitespace
checks. The two review threads are resolved. Fresh exact-head CI,
Greptile and Superagent results are pending.
- The preceding `d5b9be5bd` remained mergeable but its CI routing gate
intentionally fell back to GitHub-hosted runners: “stacked base merge
commit does not contain the current base branch.” All 45 downstream jobs
stayed queued. Current master was merged cleanly to refresh the pinned
base; no runner/security settings or workflow logic were changed.
Greptile scored that preceding head 4/5 with the two compatibility
findings fixed here. Its automatic Superagent scan was inconclusive at
checkout; the documented retry was still pending when superseded. Those
results do not establish acceptance of this current head.
- Previous approval/migration head:
`d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master
`ba5bba86d` and the stale-output approval correction. GitHub reports
MERGEABLE after the push. The fresh P1 finding is fixed: every submitted
item now validates and locks its bound output inside the resolution
transaction, whether or not it carries a required-quality-review
binding. Real database regressions verify that an advanced document
revision or deleted attachment refuses the entire batch without
recording approvals, and current ordinary output reviews still resolve.
All 272 combined migration/review/interaction tests pass; workspace
typecheck/build passed. Fresh exact-head Greptile and CI are pending.
The automatic Superagent scan ended inconclusive at checkout; one
documented on-demand retry is pending. These are explicit verification
limits, not passed security results. The P1 thread is resolved.
- Master consumed the next migration slot three times during this
verification pass: confirmation recovery took 0398, continuation
recovery took 0399, and GitHub acknowledgement recovery took 0400. Each
upstream SQL/journal/snapshot is preserved unchanged. Preferences are
now generated as idempotent `0401_white_lenny_balinger.sql` from
upstream 0400; exactly five snapshots remain, and replay coverage
locates this migration by table content. This is recorded concurrent
integration churn, not a claim that older green results apply to the
latest base.
- Head `ed3b68da9` fixed the two history/URL findings with 26 focused
regression tests, server/UI typechecks, workspace build and token gates
passing. Greptile then scored that head 4/5 with the stale-output P1
corrected in the current head. Its partial CI is superseded, not counted
as current acceptance.
- Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge
of master `063cfd438`. The two fresh Greptile findings are fixed:
history outcome filters now match recorded per-item verdicts in SQL
before pagination (mixed reviews remain in both applicable outcomes),
and same-page URL assignee changes/back/forward navigation update that
filter without clearing independent filters. All 26 focused
database/navigation/collection tests, server/UI typechecks, workspace
build, token gates and whitespace checks pass. The two review threads
are resolved. Fresh exact-head CI, Greptile and Superagent results are
pending.
- The `8458d39d9` migration integration also passed all 328 targeted
migration/interaction/confirmation tests, workspace typecheck/build and
Superagent security scan. Greptile scored that head 4/5 with the two
functional gaps fixed in the current head; those prior-head checks are
not current acceptance.
- Migration integration head:
`8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master
`063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE
after the push. Master advanced twice during this conflict-resolution
pass: first its confirmation-recovery migration took 0398, then its
continuation-recovery migration took 0399. Both upstream migrations and
journal entries remain unchanged; Coordinator preferences are now
generated as idempotent `0400_sad_guardian.sql` from upstream's latest
snapshot. Exactly the five newest snapshots remain. The replay
regression now locates the table migration by content instead of
hardcoding a renumbered filename.
- All 328 targeted question/review/confirmation/migration tests passed
again after the second merge. Workspace typecheck/build and fresh
exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed
workspace typecheck/build and Superagent security scan, but was
superseded because master consumed migration 0399 while those checks
ran. That prior-head result is not acceptance of the current head. No
production settings or runner/security permissions were changed, and the
PR has not been merged.
- Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`,
integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub
reports MERGEABLE after the push. The renewed conflicts were
`0398_snapshot.json`, `_journal.json`, and the top imports in
`issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery
index and journal history are preserved unchanged; Coordinator
preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with
replay coverage updated and exactly the five newest snapshots retained.
Both terminal confirmation notifications and Coordinator task
assignment/required review behavior are preserved.
- All 328 targeted interaction/review/confirmation/migration tests pass,
as do workspace typecheck, map validation and whitespace checks. The
workspace build and fresh exact-head CI/Greptile/Superagent checks are
pending. The first migration-generation attempt hit the sandbox's local
IPC restriction before generating files; the unchanged authorized local
generation completed successfully. Prior-head green checks below do not
establish acceptance of this merge.
- Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`,
with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE.
Greptile completed a fresh 5/5 review on this exact head with zero new
actionable findings and no open review threads. The [fresh CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319)
completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E
shards. Final completed check set: 55 succeeded, four conditional checks
skipped, zero pending/queued/running checks, and one
neutral/inconclusive Superagent scan. The auxiliary commitperclip review
and isolated native Runner compilation/cache-reuse check both passed.
This is not a claim that Superagent produced a passed security verdict.
GitHub still reports MERGEABLE against current master
`60b8089a44b4eaa37e627adbfdf2f130bda13335`.
- Current-head E2E: all eight shards and the aggregate passed, including
the previously failing YAML browser journey. Serialized server shard 9/9
failed: the protected YAML projection test exceeded its original
15-second timeout; its late update request then reached the next test's
reset mock (the captured payload is the prior test's model/label
update). All 88 tests in that exact unchanged file passed locally in
38.03 seconds, with no timeout or assertion changes. The original
slow-request cause remains unproven. CI failure log:
`/tmp/pr17983-8b7-serialized9.log`; local recovery:
`/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged
shard rerun passed, and the workflow completed SUCCESS. Rerun log:
`/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is
retained; a passing retry does not establish its original slow-request
cause.
- Greptile scored preceding head `4873704be` 5/5 with one valid P2:
opened task decision records missed company-scoped live invalidation.
The current head uses the existing company decision prefix for
resolution and effect-completion events, and resets private record
payloads on access changes. Its thread is resolved. All 107 focused
record/live-update tests, UI typecheck/build, token checks and
whitespace checks pass.
- CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML
lost-creation-response journey: its clipboard helper selected page text
starting with “Skip to Main Content” instead of YAML. The exact
unchanged journey passed in a disposable local browser instance (1 test,
17.1 seconds). No assertion, timeout or production behavior was
weakened; the original failure cause remains unproven. Failure log:
`/tmp/pr17983-487-e2e7.log`; local check:
`/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML
browser suite also passed locally (6 tests, 37.8 seconds). Fresh
current-head CI subsequently passed this journey and all other E2E
shards.
- Both the automatic and one supported on-demand Superagent scan on
`4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base
checkout failed or timed out.” These do not count as a passed security
verdict. The current head's automatic scan and one documented on-demand
retry also returned the identical neutral checkout failure, with zero
annotations or further diagnostics. This is an external scanner blocker,
not a passed security verdict. No security settings or permissions were
changed.
- Recorded decision links now render and focus the full source-task
record in both Classic and Coordinator, including recorded choice,
submitted inputs, and the existing effect-result resolver. Fresh
terminal records take precedence over older open-decision cache entries.
Context and account checks keep mismatched or inaccessible records out
of the DOM; no decision-history tab was added to tasks or chat. The
shared company live-run feed now drives live-only filtering, including
ended runs and terminal tasks with stale run entries. All 213 focused
tests, UI typecheck/build, token and whitespace checks pass; the final
focus follow-up passed all 188 task-detail tests and UI typecheck. The
first new navigation test failed because its test host omitted company
context; the host was corrected before the passing run.
- Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1`
merges master `1aa3a21ac` after four additional upstream commits. The
sole conflict was competing imports in `server/src/services/issues.ts`;
both quality-review policy and inbound wake-notice notifications are
preserved. The PR-specific review import now sits beside
execution-policy imports instead of the frequently changing first line.
GitHub mergeability is rechecked after the push.
- On the combined master tree, workspace typecheck/build, all 153
affected UI tests, map validation, and whitespace checks pass. Four
server suites passed 77 tests; the fifth suite's module-import hook
timed out while broad verification was running. Its unchanged isolated
run passed all 41 tests in 7.2 seconds with the original timeout. This
records recovery without claiming the original import-timeout cause is
proven. CI on `375c5e895` passed every substantive job, including all
eight E2E shards and Superagent; Greptile found the two functional gaps
fixed in the current head. A short-lived `669d90876` commit added the
main fixes before the focused navigation follow-up.
- Immediately preceding head `9d9737b49` completed all 56 checks
successfully with four conditional skips, Greptile 5/5 and no open
findings, plus a successful Superagent scan. The signoff E2E shard
passed on its single accepted rerun; its initial cancellation/timing
failure is retained below. Master moved again while those checks ran,
requiring this final integration rather than treating the prior head's
green result as current acceptance.
- Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes
master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was
subsequently conflicted by moving master. The master merge preserved
durable account-bound writes and Coordinator UX. Workspace
typecheck/build, 416 focused UI tests, and 142 affected comment-route
tests passed. A stable full UI run on preceding head `938ad1665` passed
all 9,833 tests across 836 files; its final full workspace build also
passed.
- Greptile found nested proposal project inheritance and Classic
bound-revision links on `91be74952`. Both were fixed with 142
interaction-route tests, 113 focused UI tests, and UI/server typechecks.
Its next review identified a valid draft-preservation bug in the new
Classic loading UI. Head `9d9737b49` keeps loading/error notices outside
editors and annotations while preserving dirty drafts; 115 focused
review UI tests pass, including pending/failed revision loads and
continued draft editing. All related threads are resolved. Greptile
completed a fresh 5/5 review of
`9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings.
- CI on `938ad1665` exposed an integration regression with the newly
merged durable startup saves: the personal preference gate blocked the
task page before its first session lookup. The guarded title editor now
mounts while that lookup is pending, with presentation-specific tools
still gated. All 216 affected component tests pass. The unchanged
five-test `disconnect-write-recovery.spec.ts` browser suite passes
against a newly launched disposable local-trusted PostgreSQL instance on
port 33219, including the exact failed startup-save journey. No live
provider, hosted authentication or production proof is claimed. The
helper-owned test server exited and the port has no listener. UI
typecheck, built-browser assets, token and whitespace checks pass.
- Initial durable-write merge tests found duplicate imports and unscoped
draft fixtures, fixed before 416 focused tests passed. A sandbox
typecheck could not create its IPC socket; the supported rerun passed.
The first revision-link test used a wrong Return to latest button
assertion, corrected before the 113-test pass. The startup E2E
reproduction initially still failed because an outer shell gate also
blocked the page; the subsequent fix passed all five cases without
changing the test or its timeouts. A focused loading-header assertion
initially used an incorrect fixture title; correcting it preceded the
216-test pass. These failures remain recorded.
- Earlier routing gates fell back to GitHub-hosted runners while master
was moving or conflicted. Superseded queued runs were cancelled, then
the `938ad1665` routing gate explicitly selected the ephemeral RunsOn
fleet. Its CI actively executed and completed most tests; only the
diagnosed startup E2E shard and aggregate failed, alongside the valid
Greptile finding. Auxiliary GitHub-hosted workflows also completed
successfully on earlier heads, so queueing alone is not an
administrative blocker. Fresh [CI on
`9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678)
is the acceptance target; the previously failing startup E2E shard now
passes. A different signoff E2E shard failed during executor
resubmission when its fixture run was cancelled as
`issue_continuation_waiting_on_review`. The exact unchanged journey
passed locally (1 test, 46 seconds), and the preceding head with
identical server/signoff code passed that CI shard. This supports a
bounded rerun but does not establish the timing failure's root cause.
After the workflow finished, GitHub accepted one rerun of that failed
shard and its dependent aggregate; both passed, completing all checks on
that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log`
and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No
assertion or timeout was weakened.
- On the first merge, full workspace typecheck/build, all 9,622 UI
tests, 267 tests across seven affected server suites, two migration
checks, map validation, token gates, and the PR diff whitespace check
passed. Greptile then found duplicate local task-search filtering and
lost completed item-review detail. Both are fixed, with 42 passing
focused UI tests and passing UI typecheck/build.
- A subsequent Greptile review found attachment confirmations without
working links and mobile history without a visible host. Confirmation
layouts now derive the authenticated immutable-content endpoint from the
attachment ID, and Needs You uses the existing full-screen mobile sheet.
All 119 focused tests pass, including missing/stale display URLs, both
review layouts, and both mobile history entry buttons. UI
typecheck/build and token checks pass. Full workspace typecheck/build
also pass after the second master merge.
- Greptile gave head 22f69c304 a 5/5 score with one non-blocking
desktop-history reopening finding. Head 6dd52b6d3 fixed it, passed all
nine history tests, UI typecheck/build, token gates, and the full
9,679-test UI suite, then received a fresh 5/5 review with zero open
findings. These are prior-head results; review on the master-sync commit
is pending.
- The chat and workspace CI jobs on head 22f69c304 were interrupted by
runner shutdown signals and cancellation before completing their tests.
Their logs do not report failing assertions. Those interrupted jobs are
not claimed as passes. The new head starts fresh runs.
- The first merge CI had a Slack session-sync idle assertion fail after
an unexpected database read. Its exact isolated reproduction passes, and
the chat CI shard passed on head 618c5a2a3. The original failure's cause
remains undetermined. The broader local reproduction, run concurrently
with full verification, instead encountered 21 timeout failures across
its two test chunks; it is not claimed as a passing full local server
run. A concurrent local UI run had eight failures (seven timeouts and
one delayed autosave assertion). The complete UI run on the final head
passed all 9,679 tests across 830 files with two workers; no test
timeout or assertion was weakened. This establishes recovery without
claiming that every earlier timeout's cause has been proved. An earlier
intermediate UI run also overlapped the second master merge and failed
the newly added Advanced-sidebar expectation, so it is not treated as
stable-tree evidence. The newly merged UI dependencies initially
required refreshing the local install from the upstream package
manifest; the generated local lockfile update is not committed, per
repository policy.
- Superagent returned neutral/inconclusive scans on the preceding heads
because its pinned merge-base checkout failed or timed out. The
available retry endpoint returned 404. These are not successful security
verdicts. The fresh scan on `91be74952` passed (PR scan passed; no
suspicious PR changes detected). The `938ad1665` scan again returned
neutral/inconclusive with the same pinned merge-base checkout error; the
check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan
completed successfully at 18:22 UTC with no suspicious changes detected.
Earlier neutral scans are not counted as successful security verdicts.
- Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI
tests across 826 files, received Greptile 5/5 with no open findings, and
completed CI with 56 passes and four conditional skips. These are
historical results, not acceptance of the latest merge commit.
- The first full build found generated capability-contract drift. The
generated outputs were refreshed. Initial sandbox runs could not open
local IPC sockets; verification was rerun with local test access.
- Current master was merged. The workspace preference migration was
regenerated after the existing migration history.
- The UI run first found two outdated expectations: early custom-answer
validation and the document access error copy. Both were corrected, and
the full UI suite then passed.
- The local server run found three failures in unchanged tests. The Muse
test passes with Python 3.13 instead of the host's Python 3.9. The two
workspace tests pass when their test process uses the expected master
default branch. These environment settings do not change application
behavior or global machine settings. The unsharded server run was
stopped after those reproductions; CI supplies the full sharded server
result. No successful full local server run is claimed.
- Skill inventory generation needs an external eval checkout, which is
absent locally. The existing generator functions refreshed only the live
skill inventory and its derived files. The checked-in eval inventory was
preserved. The inventory validation gate passes.
- Greptile found a dropped MCP review requirement, missing per-item
output links, generic item-review summaries, and a history-refresh
failure. The fixes have 32 passing database-backed server tests and
focused rendered-card tests. A follow-up partial-review finding was
corrected by forwarding the canonical mutation status before settling
the card. Attachments open through the authenticated immutable-content
route in both card layouts. The final focused UI set has 117 passing
tests, including these regressions.
- Both browser shards that first failed expected a disabled-chat
message. The copy was restored, and those shards passed in CI on the
next commit. The two journeys also passed locally. One local attempt
first timed out before feature disable while waiting for the provider's
initial message; its isolated reproduction passed. That earlier timing
failure remains recorded and is not presented as an explained
infrastructure failure.
- Serialized server shard 9 first failed during pnpm setup with
ECONNRESET, before dependencies or tests ran. Its single rerun passed
setup and all tests. The build and production runtime boot passed on the
first attempt, but that run's public-install step timed out during Pi
setup. The single build-job rerun passed compilation, runtime boot, and
clean public-install verification. Those setup scripts are unchanged by
this PR. The successful retry establishes recovery; the earlier Pi
timeout's underlying cause remains undetermined. The aggregate CI gate
is green: [workflow
run](https://github.com/paperclipai/paperclip/actions/runs/40637789695).

</details>

## Risks

- This touches shared task, interaction, and completion paths.
Regression tests must cover classic and experimental behavior,
authorization, duplicate answers, and stale review targets.
- The additive preference table must migrate before the setting is used.
The setting defaults off.
- The experiment changes navigation and message presentation. Canonical
task and document records remain the source of truth.
- The initial task brief and saved plan can repeat information. This
change fixes chronology; a broader redundancy policy remains a design
decision.

## Model Used

OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests,
and browser verification. Earlier iterations used Codex models in this
task; their exact model IDs are not available in the current context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used
- [x] I have checked ROADMAP.md
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 17:20:01 -07:00
DottaandPaperclip 1aa3a21ac4 fix(server): wake inbound queue notices from committed changes (#17647)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat users receive a notice when accepted input waits for execution.
> - Periodic publication maintenance scans those receipts even when
nothing changes.
> - Admission, cancellation, source removal, and authority changes
already define when a notice can change.
> - Existing action, receipt, publication, and provider-link rows
preserve that work across restart.
> - This PR gives ordinary inbound queue notices a commit-driven owner
using the shared scheduler.
> - Settled notices stop querying while unfinished batches and
contention retain recovery.

## Linked Issues or Issue Description

This ordinary inbound-notice slice follows merged #17895 and now targets
master. Related extraction: #16187. Failed-run retry notice projection
remains a separate following slice (#17649); its two shared
receipt-writer notifications move forward here because ordinary input
can attach to those receipt owners.

**What happened?**

Publication maintenance scans accepted input to project queued,
not-started, and removed-source notices. Empty scans keep touching the
database. Its cursor also loses PostgreSQL timestamp precision, so a
full page of suppressed candidates can repeat.

**Expected behavior**

Committed changes should wake the notice owner. The worker should
reconstruct saved candidates after restart and stop scanning when
settled. It must retain a wake across drain, failed selection,
contention, and a commit during reconciliation.

**Steps to reproduce**

Start an otherwise idle instance with chat history. Observe the ordinary
inbound notice scan in periodic publication maintenance. For the cursor
defect, retain a full page of denied candidates with microsecond
timestamps before an eligible notice.

## What Changed

- Register an ordinary inbound-notice owner with the existing delivery
coordinator and scheduler. Bound each pass to 100 candidates, preserve
precise continuation cursors and earlier-page contention, and reset
scoped discovery after committed changes.
- Notify from real admission, failed action settlement, source removal,
task/tree/agent/budget/company cancellation, signed Slack Stop, and
deferred queue cancellation/failure. Preserve pending-status and
absent-run guards so concurrent promotion wins.
- Cover task privacy/grants, project membership/visibility and current
authority through their persistence owners. Keep receipt ownership,
current authorization, provider policy and closed notice text in the
existing chat service.
- Cover shared retry-owned receipts through the existing durable
authorization callback and a notifying transaction around conditional
denial retirement. These small producer fixes already exist in #17649;
no per-caller recovery wrappers are added. Retain its matching
budget-refusal fixture correction.
- Remove only ordinary notices from periodic maintenance. Preserve the
separate failed-retry pass at 50 and keep the explicit combined manual
API.
- Preserve timestamp precision, fairness, restart, drain/resume,
rollback and quiet behavior. Add two real producer transaction
regressions and update the audit. Add no storage or scheduler
infrastructure.

## Verification

Current publication head: `41f7e2c9e351efa6cfa5ef699c0e69df7425012b`,
after normal merge of master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`
(#17960). The integration preserves both complete added/removed patches,
all non-overlap upstream blobs/deletions, and task-before-comment lock
order before the notice source lock/intent. Full binary identity is not
claimed for the overlapping files. The final follow-up changes
acceptance documentation only.

- **202 distinct combined-master cases pass on
`1720b685d9d5fb9cb4377223fdaa0a9fae2aff9c`:** 148 across the real
PostgreSQL receipt concurrency and two comment route suites, plus 54
notice/FIFO/producer cases (1,598 skipped). Current server
typechecking/build and module boundaries pass; all 21 owned source/test
hashes are unchanged after the documentation follow-up.
- The earlier CI voice-reconstruction quiet assertion failed once after
105 fetches. All 15 voice lifecycle cases pass unchanged locally; no
assertions or production code were relaxed and no CI retry was used. The
original failure remains in the audit, and current-head full CI must
pass.
- **Earlier restoration repair (head
`28c898e93504318056d7a6ab2bbc5eafa6b639ae`): 126 distinct selected cases
pass (54 ordinary-notice/producer cases with 1,598 skipped, plus 72
separate Retry/budget cases with 1,580 skipped).** Fix the blocking
[restored input stays
silent](https://github.com/paperclipai/paperclip/pull/17647#discussion_r4404007181)
finding. A failed Retry's earlier receipt wake can drain before
`releaseUnadmittedTaskRetryInput` restores ordinary receipts in a later
transaction. The restoring transaction now awaits the existing
company/task notification before its guarded write.
- The new causal regression builds a durable unadmitted failed-Retry
owner, uses the real input-claim owner, consumes an earlier committed
wake, and proves two minutes of worker quiet with no notice. The real
release transaction then restores the ordinary row, emits intent/commit
settlement, and reactivates the coordinator to create its queued notice.
It fails before the hook with the restored row visible but no intent.
This is real PostgreSQL producer/consumer boundary proof with seeded
Retry-refusal state; the separate compatibility selection exercises
existing supported GitHub Retry flows. It is not a claimed complete
public-request failure walkthrough.

- **Earlier discovery-repair acceptance (revision
`4a713edfa06b9d3dcc0e81e900006fbdb973b2d9`): 267 distinct selected cases
pass:** 142 complete cancellation/app/admission consumer cases, 53
ordinary-notice cases, and 72 separate retry/budget cases. The
selections skip 1,598 and 1,579 other cases. The final master
integration leaves this complete patch byte-identical; the new master
paths concern provider workspace/session reuse and E2E reports.
- Fix the valid P2 [discovery rereads denied
history](https://github.com/paperclipai/paperclip/pull/17647#discussion_r4386889825),
despite the previous head's 5/5 summary. Task hints now need zero
discovery SQL; company/startup discovery returns DISTINCT company/task
identifiers with one query. Bounded projection still checks current
authority and candidates. Three real database regressions with 250
denied actions and a second company fail before the fix and pass
afterward, checking actual query and returned-row counts. Broad SQL may
still inspect candidate history; no constant database-cost claim is
made.
- Both new producer tests fail before their fixes and pass afterward.
One observes intent before a callback-owned receipt write and settlement
after outer commit. The other uses real heartbeat admission/recovery and
a PostgreSQL row lock to prove exact company/task intent exists before
conditional denial retirement; the outside connection still sees
deferred status until commit.
- The reader can select a retry-owned deferred receipt for later
ordinary input, and receipt resolution follows its owner. Disabling
coalescing on the retry's own request does not exclude that later path.
The two transferred notifications close the actual writer gaps; current
authorization remains enforced by existing consumers. This is
producer/transaction proof, not a claimed complete mixed-ingress
walkthrough.
- The moved callback exposes an old test mock that authorized against
the root DB. The existing #17649 fixture correction authorizes and
writes in one transaction; original requester, comment, skipped-status
and budget assertions remain. Both the initial invalid lock fixture and
the corrected missing-intent failures are preserved in the audit.
- Updated shared dependency build, server typechecking/build and
module-boundary checks pass. Because master also changed agent
configuration, upgrade admission and runner contracts, the same 264
cases were rerun on combined revision
`875a6ee8d211cba7f0499aace7fcea7f6880c4a2` with new isolated databases.
Repeated checks are not 528 different tests. Tests under `src/__tests__`
were executed separately from production typechecking.
- [Current acceptance and preserved failure
ledger](https://github.com/paperclipai/paperclip/blob/41f7e2c9e351efa6cfa5ef699c0e69df7425012b/doc/plans/2026-10-25-inbound-wake-notices-sleep-audit.md#shared-retry-receipt-producer-gap-resolved-october-28)
records current scope, exact commands, actual fixtures, source hashes
and remaining limits. Earlier baseline/full-suite counts retain their
original revision scope.
- Server typechecking/build and module boundaries pass after the current
restoration hook. The earlier combined-master compilation at
`661f2f6da8c6c22cdcc25edccd57502ee6fa8c4b` retains its original scope.
- **Current exact-head CI is green and Greptile is 5/5.** The old head's
review error is not a pass. No full local repository matrix, live
provider tenant, external alarm, physical suspension or savings claim is
made. Following notice duties retain their separate owners.

### Final merge verification

- Reviewed PR head remains `41f7e2c9e351efa6cfa5ef699c0e69df7425012b`:
exact-head Greptile 5/5, all 55 check contexts clean, no unresolved
review threads, and no Ponytail verdict present.
- One Runner shard initially failed descriptor suspension and a
five-second OpenCode fixture deadline. The same package passed on the
preceding head. The first local attempt was invalid because required
Rust fixture binaries were absent; after building them, all eight
relevant cases pass with unchanged timeouts. One failed-job retry then
passes 1,956 cases (four skipped). No source/assertion/time-budget
change or second CI retry was used.
- Current master `0e365768f032a472807b5720da8431f92d2f07ce` adds manual
monitor and task-drain fixes. Its routes file overlaps but merges
cleanly. Local normal-merge validation commit
`2720b79c769cb609ad4d392512331e67b910ff3f` preserves both complete
added/removed patches and every unrelated master blob/deletion. This is
not raw binary identity for overlapping files.
- **156 distinct cases pass on that exact combined tree:** all 102
monitor/drain/policy cases plus 54 notice cases (1,598 skipped). Types
and build pass. An initial competing-cold-check run failed setup hooks
(38 passed, two hook failures, 62 skipped); the same four suites pass
alone with all original hook/test timeouts and assertions intact. The
failed run remains recorded, not counted as full acceptance.
- This merge proof changes no published source or review head. The
protected pinned-head merge guard recomputes both patches and requires
the exact tested master/tree/head, successful validation receipts and
unchanged live merge gates. Previous acceptance counts retain their
original revision scope; no local full-repository or deployed-sleep
claim is made.

Master then advanced to `75754ffb7af2b7ee7dce1e915a145faa82a8fb2a` with
#17976 (five UI/e2e/map files only). The entire `server` and `packages`
trees are identical to the validated composition. Both complete patches
and all newly landed UI files are preserved in the final clean merge
tree; the protected gate checks these exact source-root hashes and
changed paths. No additional UI-test result is claimed.

## Risks

- Missing a supported producer could delay a notice until restart. Tests
cover real service and API producers; durable rows remain authoritative.
Notifications cover supported application writers in the owning process,
not arbitrary external SQL writers.
- Privacy invalidation can affect descendants, so those changes use
company scope. Ordinary admission and publication changes use task
scope. Settled history causes no recurring scan.
- Provider output remains subject to current authority and receipt
ownership. A cancelled request without a visible queued notice does not
acquire a new failure message.
- This establishes worker quiet, not host or database suspension. Cloud
alarms and conservative sleep gates do not change. Other maintenance
remains in place.
- Remaining stacked slices still need their own integration, review, and
CI. This slice merges only under the user’s explicit campaign
authorization after current-head gates pass.

## Model Used

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

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 13:34:38 -05:00
DottaandPaperclip 0e365768f0 fix(server): preserve sandbox workers when task drain resumes (#18065)
## Thinking Path

> - Paperclip coordinates agents and preserves queued work during
maintenance.
> - Stopping a task drain resumes that queued work.
> - Sandbox runs need the configured plugin worker manager to acquire
their environment.
> - The instance-settings route received that manager but omitted it
from its heartbeat service.
> - The route could claim queued work and then fail before provider
execution.
> - This PR forwards the existing manager and tests the actual dispatch
boundary.

## Linked Issues or Issue Description

Follow-up to #17967, which resumes queued work after maintenance. #18037
adds readiness reporting to the same route but does not repair this
dependency.

**What happened?**

After a task drain stopped, a queued Daytona task failed with
`setup_failed`: the provider was installed, but sandbox plugin workers
were unavailable in that server process. The application had supplied
the manager to `instanceSettingsRoutes`. That route constructed
`heartbeatService(db)` without it, then dispatched through that separate
service. The environment runtime therefore reached its missing-manager
guard before any provider work.

**Expected behavior**

Drain-release dispatch must use the manager supplied to the route. Queue
eligibility, scope and ownership checks must still apply.

**Steps to reproduce**

1. Configure a sandbox provider plugin and an agent that uses its
environment.
2. Start a task drain and queue work for that agent.
3. Stop the drain through `DELETE /api/instance/task-drain`.
4. Observe dispatch fail before it calls the configured plugin manager.

**Paperclip version or commit**

Observed at `2e5bbde8cc7eba0eacce00649f17c331203e56d9`. Reproduced
against `7f10cc058568e3c1ac133cf24f3b4000cbdfca0e`.

**Deployment mode**

Hosted Linux with a Daytona sandbox plugin. The local regression uses
real PostgreSQL 18 and the actual route, heartbeat, queue, orchestrator
and environment runtime.

## What Changed

- Pass the supplied plugin worker manager to the route's heartbeat
service.
- Add a database regression that releases genuinely queued sandbox work
through the real HTTP route and checks the scoped acquisition call.

## Verification

- Red: the new test executed the route and recorded zero manager calls.
The queued run failed with the same missing-manager error as the
incident.
- Green: the route reached exactly one `environmentAcquireLease` call
bound to the expected plugin, company, task, agent, environment and
queued run. The fixture then threw a unique sentinel before any external
allocation; that sentinel was persisted on the same run.
- All 8 database drain-release cases pass. All 101 existing
instance-settings and task-drain unit checks pass. `git diff --check`
passes.
- Local database verification used an owned PostgreSQL 18 container with
all 396 migrations. A temporary Vitest configuration replaced only
embedded database startup/cleanup. Database queries and dispatch
services remained real. The override and credentials are not in this PR.
The owned container stopped after the tests.
- Preserved setup failures include the initial temporary mock-bootstrap
import, an unbuilt SDK entry and a reused synthetic sponsor row. A first
fixed-path run also exposed an unnecessary expectation about an optional
RPC timeout. That assumption was removed; the run identity, exact call
count and scope assertions remain. These failures are not claimed as the
behavioral red.
- The initial frozen install found existing UI lockfile drift. Setup
used the repository's CI resolution fallback. The original lockfile was
restored and is unchanged in this PR.
- Full `pnpm -r typecheck` and `pnpm build` pass at
`be18d8ec1f84af20bad2b6bd97677b1e60c3626f`. Current-head CI passes: 53
successful checks and two intended Storybook skips, none pending or
failing. Greptile is 5/5 on that exact head with no open review threads.
CI ran the standard embedded PostgreSQL bootstrap and passed all 8
drain-release cases, including the new regression. The full standard
local `pnpm test:run` is still in progress; no local full-suite pass is
claimed. The earlier targeted database suite used the isolated external
fixture.
- No post-fix production drain cycle is claimed. The repair is not
deployed. An ordinary retry of the observed legacy preparation failure
was separately refused by the existing internal retry-safety classifier
before admission. This PR does not broaden that classifier or replay the
request.

The initial CI server-7 shard failed the unchanged decision-expiry
restart test: the global coordinator reported a wake at +30 seconds
rather than the decision expiry at +120 seconds. The test failed before
checking early expiration. A bounded probe of the real work signals,
coordinator and decision workers reproduces that earlier wake after a
failed transaction is reconciled during startup, without database or
provider calls. The captured CI log does not establish that exact
trigger. One diagnostic failed-job rerun passed all 1,625 shard tests
and the dependent verification gate on unchanged source. The original
failure, probe and retry receipts are retained; no scheduler fix or
infrastructure cause is claimed.

## Risks

The route can now reach the configured sandbox provider when it resumes
eligible work. Existing queue claims, company scope, pause and new-drain
gates remain in place. The change does not start a second manager, add a
wake loop or change the successful drain-release response. Installations
without a manager retain the existing missing-manager behavior. No
schema, provider binary, credential or retry-authorization contract
changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, code execution and
collaborating agents. The session exposes GPT-6 as its model version; a
more specific model ID and context-window size are unavailable.

## 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>
2026-10-28 13:13:36 -05:00
DottaandPaperclip 21137db805 fix: make Check now work for retained monitors on blocked tasks (#18061)
## Thinking Path

> - Paperclip lets people manage agents and inspect their work.
> - Task monitors schedule checks of work that is still pending.
> - A task can retain a monitor after it becomes blocked.
> - The UI still offered Check now, but the server rejected the task
status.
> - The UI also claimed that an automatic check would run on the next
tick.
> - This change admits an explicit human check through the normal
execution gates and shows that automatic checks are paused.
> - People can request the check without changing task status, and
skipped checks no longer report success.

## Linked Issues or Issue Description

**What happened?**

A blocked task with a retained monitor showed Check now and an overdue
countdown. Clicking the button failed because manual checks required an
in-progress or in-review task. The endpoint also returned success when
admission skipped a check.

**Expected behavior**

A human can request one check through normal admission. Automatic checks
stay paused while the task is blocked. A check that cannot start reports
a conflict.

**Steps to reproduce**

1. Schedule a monitor on an agent-owned task.
2. Let the task become blocked while it retains the schedule.
3. Open the task and click Check now.

Related: #14909 addresses scheduled-retry promotion. This PR addresses
retained task monitors.

**Paperclip version or commit**

Base: 7f10cc0585.

## What Changed

- Allow a human to check a retained monitor on a blocked task. Keep
agent and automatic checks limited to active task statuses.
- Keep the existing admission path and status guard. Do not change task
status to start a check.
- Return 409 when admission skips the check. Preserve the schedule when
a dependency or recovery hold prevents dispatch. Keep a successful
result when a new schedule replaces the consumed schedule after
admission.
- Show Automatic checks paused in the banner, composer strip and
properties. Hide Check now on backlog and todo tasks. Provider-quota
recovery stays paused on blocked tasks because it uses a direct retry
path; its monitor is retained until the task resumes.
- Add database, process, route and UI regression coverage, a Storybook
state, API metadata, and behavior documentation.

## Verification

- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- Server scheduling, process admission and route suites: 94 tests
passed.
- UI monitor, properties and time-formatting suites: 142 tests passed.
- Additional admission checks passed: an explicit check starts a process
on a blocked task; an unresolved dependency prevents dispatch and
preserves the monitor.
- Token gates, map checks, Storybook catalog checks and 30 map/catalog
tests passed.
- The full local `pnpm test:run` attempt reported 1 timeout among 1,621
chat integration tests: “keeps an ambiguous github text part blocked
across restart and retries only that part and its tail” exceeded 15
seconds. The exact case passed in isolation on the final head (1 passed,
1,620 skipped). The remaining full-run groups were stopped to isolate
that failure. This does not establish a full local pass or explain the
initial timeout. Final-head CI is green, including the full chat lanes
and the successful single server-shard retry.
- Browser inspection passed for the blocked-task banner, composer strip
and properties row. Clicking Check now set both visible buttons to
disabled Checking state. The preview uses isolated fixtures.
- CI server shard 7/12 failed one decision-expiry deadline assertion.
The entire unchanged decision-expiry suite passed locally on the final
head (20/20). The single retry of that shard passed after the first
workflow attempt completed. The initial failure remains recorded here.
Neither that test nor its production path changed before retry; the
cause is not established by a passing retry.
- Greptile reviewed final head ed936f7433
at 5/5. Both prior review threads are resolved.
- The first CI chat job stopped after its runner received a shutdown
signal. The final head completed a fresh CI run.
- The process fixture uses a local no-op adapter. It proves admission
and execution, not a live provider's response. The Storybook state
simulates dispatch.

## Risks

- An explicit human check can start work on a blocked task with no
unresolved execution gate. This is intentional. Dependencies, recovery,
native finalization, ownership, pause and budgets retain their existing
checks.
- Skipped manual checks now return 409 instead of 200. The UI already
displays API errors in context.
- No schema change or migration.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific served model ID or context-window size. Used repository tools,
code execution, and browser inspection.

## 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>
2026-10-28 13:01:11 -05:00
d30c8f42b8 feat(ui): keep writes durable through temporary disconnects (#17960)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/123/changes/paperclip/123
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People save tasks, write documents, make decisions and send board
messages.
> - A disconnect can hide a response after the server accepts a write.
> - Recovery must keep the original account, task and request key.
> - The merged connection foundation in #15754 handles reads and shared
outage state.
> - This change adds bounded write recovery and explicit actions when
recovery stops.

## Linked Issues or Issue Description

**What happened?**

Temporary failures could lose edits, report accepted writes as failures,
or require people to copy and send input again. A retry could target a
newly selected task or account. Restoring attachments could create a
second task.

**Expected behavior**

Keep the draft, its owner and its target. Retry only operations with a
server contract that prevents duplicate writes. Verify uncertain
results. Show conflicts and permanent failures, with an explicit resend
or cancel action.

**Steps to reproduce**

1. Save a task title during an outage, then open another task before
recovery.
2. Restore a task creation that needs files, selecting those files in
another order.
3. Lose a document or decision response, then interrupt the verification
read.
4. Switch accounts while a create, upload or connected-channel
publication is pending.
5. Type and erase a new-task draft before the first account lookup
completes, then reopen it.

This PR carries the write layer from #15769 and its review fixes. It
targets master after #15754 merged. Related test cleanup #16952 already
covers the unchanged copy-link toast test; this PR does not duplicate
that work.

## What Changed

- Add bounded autosave and submit jobs for supported writes, with
pending, conflict and manual retry states. Retain admitted autosaves
after navigation and preserve newer task revisions.
- Keep each job with its original account, task and operation. First
account resolution adopts admitted startup work; a later account change
cancels old work. Remount inline and document editors when their owner
or document subject changes.
- Preserve task-creation keys and immutable request snapshots through
file reattachment. Restore generated document keys before comparing
reselected files. Reject changed requests instead of creating a second
task.
- Check the original account scope before creates and each upload. Save
successful upload receipts before stopping on an account change.
Identify attachments by content digest and metadata.
- Verify uncertain document and decision results. Replay only plain,
keyed comments automatically; combined reassignment, reopen and
run-setting changes require receipt reconciliation or cancel. Settle
each request once when a receipt races its retry.
- Scope drafts and connected-channel publication reads to their owner.
Keep unowned older records unread and unreplayed, with an explicit
confirmed discard action after Activity inspection. Preserve typing
through the first session lookup, keep erased text erased, and report
browser persistence only when storage succeeds.
- Wait for the first account lookup before sending startup status
changes or decisions. Retry failed required lookups with a fixed limit
and surface exhaustion to the original action. Preserve uncertain
comment keys on account cancellation. Check the account generation
before a comment retry calls its sender and again immediately before
POST after asynchronous preparation. Retire only that request’s
optimistic echo on completion.
- Return an ordinary comment’s accepted same-company, same-task,
same-user receipt before workspace reopening, task status changes or
wakeups. Reused keys with changed text still conflict. Complete
reference and activity records through the same finalizer for initial
sends and accepted retries. It locks the task before its comment,
matching task and company deletion, comment removal and tombstoning,
rejects removed or tombstoned comments, repairs references and inserts a
missing activity record in one transaction, and publishes after commit.
- Remove reader-only record and comment-body size caps so accepted
browser writes remain readable, including JSON-escaped comment requests
in local and session storage. Update four existing Storybook fixtures to
use owned draft keys.
- Document the write contracts and add regression and real browser
recovery coverage.

- Add the exact reviewed-save recovery regression for both composer
implementations and reloads. Align receipt completion, both comment
deletion methods and company deletion with task deletion by locking
tasks first. Cover real task and company deletion races.

## Verification

- The exact reviewed-unknown-save regression fails in all four cases on
original commit `1ed0af4186`. It passes with this PR for both composers,
before and after reload. Cancel keeps the text and uploaded receipt. The
retained draft sends, and the next message also sends. Run `pnpm exec
vitest run --project @paperclipai/ui
ui/src/components/composer-recovery.test.tsx`.
- The new real PostgreSQL task-deletion race fails with SQLSTATE `40P01`
on parent commit `f3253a00c4`. The company-deletion race also fails with
`40P01` on `e8cf0e02dd`. All six receipt tests pass after the final
lock-order fixes. They cover company deletion, task deletion, comment
removal, tombstoning, concurrent cross-task references and interrupted
reference repair. Run `pnpm exec vitest run --project
@paperclipai/server
server/src/__tests__/issue-comment-receipt-postgres.test.ts`.
- The full UI run passed 9,656 of 9,659 tests across 816 files. Three
cases failed under that run: two large-tree timeouts and one
plugin-panel assertion. All 67 tests in those two files passed in an
isolated rerun. These failures remain recorded; this does not claim a
clean full UI run.
- `pnpm -r typecheck`, `pnpm build`, token gates and map checks pass on
the final change. The local full repository test command was started,
then stopped when the delivery moved to this existing PR. Fresh PR CI
must provide the full-suite gate.
- A local Storybook walkthrough used the real rich editor. Cancel kept
the restored text, Send cleared it after the simulated save, and a new
draft enabled Send again. Storybook simulates submission; it is not
staging acceptance.
- Earlier verification on `f3253a00c4` recorded five browser journeys
for title saves, cached-task offline recovery, startup recovery,
accepted comment replay and session lookup failure. Those results remain
prior-head evidence. No new staging deployment is claimed.

- On `e8cf0e02dd`, all CI checks passed after one browser-shard rerun.
Its first failure copied page text instead of YAML in an unrelated
agent-configuration test. On final commit `35131d4380`, Greptile is 5/5
with no unresolved review threads. The first CI attempt has two failures
outside this diff: runner close-attachment suspension and
scheduled-retry teardown. The scheduled-retry file passes all 14 tests
in isolation; the isolated runner test still fails locally. The single
standard CI rerun passed both jobs, and the aggregate verification gate
passed. All CI checks are green on `35131d4380`; Apex is 5/5 on that
same commit with no unresolved findings.

## Risks

- Automatic replay requires server duplicate prevention or result
verification. Uncertain combined mutations require receipt observation
or cancel and a fresh intentional send.
- Old unowned form drafts remain stored but are not assigned to an
account. Unowned channel records can be retired after Activity
inspection; this never cancels an accepted remote update.
- Browser storage and hashing can be unavailable. Storage failure is
reported honestly. Without a digest, replay can duplicate an upload
rather than silently drop a selected file.
- Detached autosaves remain bounded and check account ownership on each
attempt. Conflicts or exhaustion retain the draft for explicit recovery.
- No schema, credential or agent permission change is included. This PR
does not claim staging deployment or original-task acceptance.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original
implementation with tool use. OpenAI Codex, GPT-6 family, assisted with
restoration, integration, verification and review fixes. This Codex
session does not expose its exact serving model ID or context window
size.

## Checklist

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <claude@users.noreply.github.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-10-28 10:52:06 -07:00
DottaandPaperclip b14e1ecaf8 feat: add a complete agent YAML configuration editor (#18036)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/175/changes/paperclip/175
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators configure each agent through several settings tabs.
> - Operators also need one complete, editable configuration document.
> - The document must retain each resource service's access and
validation rules.
> - This pull request defines the `paperclip/v1` Agent YAML format and
adds an Advanced editor.
> - The editor previews changes, rejects stale core writes, and explains
partial saves.
> - Operators can edit agent settings in one place and verify the saved
state after reload.

## Linked Issues or Issue Description

Refs #2219. Related settings work: #10974.

**Problem or motivation**

Agent configuration spans profile, runtime, instructions, skills, tools,
channels, permissions, secrets, keys, and revision history. Operators
cannot inspect and edit those settings as one versioned YAML document.

**Proposed solution**

Add an Advanced agent tab with a YAML editor. Define a shared document
schema. Read and write resources through their existing APIs. Separate
editable settings, explicit commands, and read-only observed state.

**Alternatives considered**

A raw agent-row editor would omit related resources. A generic database
update would bypass resource ownership. The editor therefore uses the
existing resource contracts and records partial results when a later
request fails.

**Roadmap alignment**

This extends the shipped agent configuration capability. It relates to
easy AGENTS.md configuration, multi-harness teams, governed tool access,
and secrets management. Stored credentials remain redacted. This format
is an editable settings view; it does not add company portability or
provider consent.

## What Changed

- Add the `paperclip/v1` Agent document schema and format documentation.
- Add the Advanced route, sidebar entry, YAML editor, validation, change
summary, save progress, and reload recovery.
- Cover core settings, instruction files, skill pins, tool
installs/profiles/policies, channels, permissions, secret operations,
API keys, and revision restore.
- Add private-keyed configuration revisions checked under the agent
write lock. Read the current key through its owner so file-based
rotation does not require restarting the server. Preserve unchanged
secret markers at their original paths.
- Retain drafts and returned credentials after partial saves. Require
reload before retrying commands. Prevent duplicate submissions. Keep new
key tokens visible through rename and disable saves with an empty change
plan.
- Send only changed channel settings. Require explicit intent for shared
profile edits. Load destination instruction files when changing their
location.
- Update Storybook fixtures, verification maps, and regression tests.
Add browser acceptance through real APIs and PostgreSQL.

## Verification

- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- The focused UI suite passes all 50 tests. The API/revision helper
suites pass all 93 tests.
- All 65 lifecycle tests pass with a dedicated PostgreSQL database. They
exercise real row locks, redaction, revision history, audit, and company
access.
- All six browser acceptance cases pass. They check saved settings and
clears, secret redaction, key creation/revocation, stale drafts,
lost-response recovery, instruction relocation, revision restore, and
key-token retention through rename. The tests use real resource APIs and
storage. The MCP target uses the existing local provider fixture. No
model run or provider login is claimed.
- Signing-key regressions cover both environment changes and real
in-place key-file rotation. The protected database save/fencing cases
pass after removing the cache. A local measurement of 1,000 file-backed
revision calculations took 48 ms.
- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and Storybook
catalog checks pass.
- The full [PR CI
run](https://github.com/paperclipai/paperclip/actions/runs/40725425470)
passes on `34ed97bbf9`: all 48 jobs, including all eight browser shards.
Greptile is 5/5 on this commit, with no unresolved review threads. This
final commit refreshes CI after a runner-routing fallback; its source
tree matches `fb4cf488cf`.
- Paperclip Review and Superagent Security Scan ended neutral because
their external agents did not complete a valid assessment/receipt.
Superagent passed on `fb4cf488cf`, which has the identical source tree.
One request to retry the final scan returned HTTP 404. Neither check
reports a code finding.
- The local full-suite attempt was blocked by host System V semaphore
exhaustion. Acceptance and lifecycle verification used an isolated
PostgreSQL 18 container. Earlier CI runners were interrupted. A local
combined run hit hook/test timeouts; the full 88-test route file passed
after the builds finished. The final full CI run passes. Earlier failure
logs and browser traces remain retained outside the repository.

To run the browser regression:

```sh
pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/agent-configuration.spec.ts
```

## Risks

- Multi-resource saves are sequential. Earlier operations can remain
saved if a later operation fails. The editor reports the completed steps
and requires reload.
- Core settings and managed instruction files have atomic revision/hash
checks. Other unversioned resource writes and external supporting files
retain a race window after preflight.
- Shared profile definitions affect other bindings. The editor requires
`updateSharedDefinition: true` for those edits.
- The editor follows native service normalization and experimental
settings. Canonical reload can add generated access profiles or mask
environment values.
- New editor dependencies require the repository's normal automated
lockfile update. This pull request does not edit the lockfile or add a
database migration.

## Model Used

OpenAI Codex, GPT-6 family. The exact current model version was not
exposed. The work used reasoning, repository tools, code execution, and
browser automation. Earlier work in this chat used the configured Codex
model before a model switch; its exact model ID and context window were
not exposed. The current context window size is also not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-28 11:49:24 -05:00
DottaandPaperclip 567c043b17 feat(server): expose bounded hot-upgrade readiness (#18037)
## Thinking Path

> - Paperclip coordinates agent work and keeps its authority in the
server.
> - Remote native runners can preserve execution through a server
replacement.
> - Deployment operators need evidence that current runs support that
recovery.
> - Process-local drain counters do not establish this fact.
> - This PR adds an optional, operator-only readiness observation from
existing records.
> - A deployment consumer can use that report while the existing runtime
retains recovery authority.

## Linked Issues or Issue Description

Refs #17439.

**What happened?**

A deployment cannot distinguish recoverable remote native executions
from runs that require a task drain. The existing status endpoint
reports only process-local counts.

**Expected behavior**

An instance operator can request a bounded readiness report without
stopping admission or exposing checkpoint material. Missing ownership or
persistence evidence must prevent readiness. Ordinary status reads must
keep their current cost.

**Steps to reproduce**

Run a remote native task. Read the task-drain status. It reports active
work but supplies no recovery eligibility. Deployment code therefore has
no affirmative signal to select an active-run handover.

## What Changed

- Add `GET /api/instance/task-drain?upgradeReadiness=1` for instance
administrators and existing Cloud control callers.
- Return aggregate eligibility from current run identities, controller
leases and bound opaque checkpoint headers. Unknown work, pending
admission and incomplete reads prevent a positive report.
- Bound the explicit read to 1,001 rows, encrypted headers of at most
256 KiB each and 8 MiB total, and a two-second SQL statement timeout in
a read-only transaction. Keep ordinary status reads in memory.
- Add PostgreSQL, count-transition and route authorization tests. Update
the API contract, operator docs and access maps.

## Verification

- All seven readiness cases pass against an isolated PostgreSQL 18
fixture. They cover missing checkpoints, legacy adapters, missing
process/session identities, foreign owners, expired leases, missing
lease tokens, failure state and in-flight work. The positive SQL fixture
uses the real Runner checkpoint writer and encryption. Regular sandbox
workspace identity and plugin environment-lease identity are tested with
independent IDs. Stopped/released/undispatched plugin tasks and every
mismatched identity field are rejected. Local/legacy/malformed/oversized
or mismatched headers are rejected. A held PostgreSQL table lock proves
the two-second cancellation budget, rollback/connection release and
unrelated query responsiveness.
- All 123 focused readiness, instance-settings and Cloud control
assertion tests pass, including operator-only access and no readiness
read on ordinary status requests. Runner’s 168 checkpoint tests pass.
Runner and server typechecks pass after review fixes.
- Workspace typecheck, full build, module-boundary and map checks passed
locally before the master rebase. Current-head GitHub CI is now green,
including typecheck, build, all grouped/serialized server and Runner
tests, browser shards, policy and review-dispatch checks. Greptile
completed cleanly at 5/5 for `f15fb0c7e9dfb975090cd5d791a1c8e6701275f8`;
all actionable threads are resolved.
- The broad local test run was stopped after the macOS embedded
PostgreSQL fixture failed to bootstrap. The SQL test was then run on the
isolated PostgreSQL fixture. No assertion or timeout was weakened. One
unrelated existing route test exceeded its 15-second limit under
concurrent local builds; it passed on one isolated retry and the
subsequent whole route suite passed.
- Hosted active-run upgrade acceptance has not run. This PR supplies an
observation; it does not change rollout policy or establish live
continuity by itself.

## Risks

This is an instance-wide observation, so company members and agent keys
must not receive it. A readiness snapshot can age as work changes;
shutdown and startup retain their existing execution authority and
fencing. The report does not validate a replacement artifact or
authorize a schema migration. It decrypts only bounded headers through
the checkpoint owner and delegates format/identity inspection to Runner;
full journal restoration and physical sandbox authentication remain with
recovery. No migration, recurring query, new checkpoint write or wire
protocol change is included. The additive Runner header inspection
contract reuses its existing parser.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, source inspection, tool
use and code execution. The host does not expose the exact serving model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:28:15 -05:00
DottaandPaperclip 143d20e466 fix(server): retain native Codex Plan write boundaries (#18034)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Codex task chat keeps a saved Plan inside the turn that wrote
it.
> - The compact conversation API omits ordinary tool history.
> - That omission also removes the write receipt needed to place the
Plan.
> - This pull request retains a small successful write receipt in
conversation reads.
> - The UI can then keep the saved Plan at its write boundary after
readback.

## Linked Issues or Issue Description

**What happened?**

A real native Codex Product E2E attempt saved its Plan and displayed it
inside a settled turn. The Plan used the fallback position. The
browser's final conversation-only API response contained no
`write_document` receipt. The full event snapshot retained the
successful write. The native placement assertion failed and remains
failed in the original report.

**Expected behavior**

Conversation readback must retain enough evidence to place the saved
Plan at its successful write boundary. It must keep arbitrary tool
bodies and ordinary tool history out of the compact response.

**Steps to reproduce**

1. Save a canonical Plan through a native `write_document` call.
2. Read the run with `view=conversation`.
3. Before this fix, the response omits the write receipt and the UI
places the Plan at the end-of-turn fallback.

Related eval evidence repair: Refs #18026. This is a separate product
readback fix. It does not resolve the failed human-input call or the
Claude tool-availability failure from those attempts.

## What Changed

- Include only successful canonical `plan` document results, matched to
a native `write_document` call in the same run, turn, session and source
instance. Ordinary document writes stay excluded.
- Build the small receipt inside PostgreSQL before its body crosses the
database connection. Preserve only fixed event metadata, tool identity,
the `plan` key and mutation disposition. Keep the existing payload
decoder for ordinary conversation events.
- Keep cursor paging, run scope, ordinary-tool exclusion, and full event
reads unchanged.
- Document the compact read contract in OpenAPI.
- Scope this fix to the canonical native dynamic-tool call/result pair
used by Codex. The retained Claude sample proves compatibility with that
captured shape. It does not qualify every current ACPX Claude producer.
Provider-activity-only paths and OpenCode keep the explicit fallback.

## Verification

- Real PostgreSQL red: the new boundary test fails because the first
selected event is assistant text rather than the saved write. The six
existing tests pass.
- Real PostgreSQL/API green: 36 tests pass across task cold-open and
OpenAPI routes on an isolated Linux current-master checkout.
- UI: 104 transcript tests pass, including completed native placement
from the body-free receipt.
- Review regression red: a later notes write incorrectly enters
conversation readback (one failure, six passes). After the fix, the
PostgreSQL/API suite passes all 36 tests.
- Fixed the new UI fixture's string-to-Date type mismatch found by
hosted CI. Original failed CI remains visible; fresh exact-head checks
are pending.
- Existing token/style gates pass.
- Retained native Codex and Claude fixture shapes both pass. Each
fixture includes the canonical item pair and parallel provider
`tool.execution.*` activity. All identifiers and document bodies in the
fixtures are synthetic. This captured-shape test is historical readback
compatibility, not fresh current-source Claude acceptance. The Codex
canonical pair is emitted by
`packages/paperclip-runner/src/drivers/codex/codex-session-server-requests.ts`
in the admitted dynamic-tool handler.
- Projection-collision regression red: a non-Plan result selected by
conversation identity was relabeled as a Plan. The SQL projection now
uses the same full Plan predicate as selection. The regression and both
native fixtures pass.
- The database test checks cursor paging, a Plan followed by notes,
failed/read/control-plane/unrelated-turn exclusion, schema and ID
bounds, omission of a large tool body, unchanged full-history reads, and
ordinary conversation payloads containing NUL.
- Local server typecheck fails on 80 installed workspace export
mismatches outside changed paths. No changed-path type error or local
full build pass is claimed. Clean hosted checks must pass before merge.
- Current-head hosted CI and legacy status pass. One failed-check retry
followed recorded runner shutdowns and an unrelated native-distribution
timeout; that test passed all 33 cases locally. Original failed logs
remain retained.
- Zero provider calls or paid attempt retries. Original failures and
accounting journals remain unchanged. This is not a new live
qualification result.

## Risks

- Conversation pages include matching Plan results within the existing
1,000-row page limit. The query adds a run-scoped match against
canonical tool calls and projects results inside SQL. PostgreSQL still
reads the stored JSON to select receipts; private bodies are not
transferred to the application. It adds no separate database round trip
or background work.
- Matching requires the existing canonical call/result identities.
Missing or malformed historical receipts keep the explicit fallback.
This fixes compact conversation readback; it does not redesign placement
in an unrelated full-history multi-document UI flow.
- This restores the existing UI write-boundary mechanism. It does not
change Plan acceptance, permissions, or completion rules.

## Model Used

- OpenAI Codex, GPT-6, with reasoning and code execution tools. The
exact serving variant and context window are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:06:05 -05:00
DottaandPaperclip 6ce0909db4 fix(agents): skip runtime probes for unchanged connections (#18016)
## Thinking Path

> - Paperclip manages AI agents and their runtime settings.
> - Operators save identity, model, connection, and run-policy settings
from the agent page.
> - PostgreSQL stores connection bindings as JSONB and can return keys
in a different order.
> - The save route compared JSON strings and treated an unchanged
binding as a new connection.
> - That false change started a remote runtime and credential probe
during ordinary saves.
> - This pull request compares binding values and checks real execution
selection changes separately.
> - Ordinary edits save without a probe. New connections and execution
selections retain validation.

## Linked Issues or Issue Description

Fixes #14518.

Related work: #17760 also addresses prospective environment resolution.
#14027 also adds explicit connection removal. This change is limited to
the save validation gate and its regressions.

**What happened?**

A title-only save took 9.8–16.0 seconds in a hosted reproduction. JSONB
key order made the unchanged AI connection look different. The route
then waited for a remote runtime probe.

**Expected behavior**

Identity, thinking-effort, and run-policy edits skip the probe when the
connection and execution selection stay the same. A changed connection,
harness, model, provider, engine, or environment still validates
adoption.

**Steps to reproduce**

1. Save an agent with a managed AI connection in PostgreSQL.
2. Edit its title or thinking effort without changing the connection or
execution selection.
3. Observe that the old route starts the adapter environment test. The
fixed route saves without that test.

## What Changed

- Use value equality for the stored and validated AI connection
bindings.
- Compare the effective execution selection separately. Preserve runtime
probes for real selection changes and existing Copilot checks.
- Add PostgreSQL route regressions for shared, delegated, default-user,
and pooled bindings. Cover failed connection, model, engine,
environment, and harness changes.
- Keep the existing credential rejection and reconnect tests. Document
the save behavior.

## Verification

- `pnpm -r typecheck` passed on the rebased implementation.
- Focused PostgreSQL 17 route selection: 21 passed, 58 excluded by the
name filter. This covers ordinary saves, selection-change rejection, and
credential health.
- Full PostgreSQL 17 connection suite: 79 passed, zero skipped. Final
`pnpm build` passed at `8fde75fa1a8fe63c71b05a3db149edf289295672`.
- Before the fix, the PostgreSQL regression reached the unintended probe
and failed for unchanged shared, delegated, and default-user bindings.
The pool control passed.
- An early controlled HTTP comparison of the binding fix used a
synthetic 500 ms provider probe: five measured saves had a median of 798
ms before and 56 ms after. Probe count fell from five to zero. This is
local supporting evidence, not a hosted latency result.
- Earlier adjacent-route run: 159 of 160 tests passed. One existing
roster-edit case exceeded its 15-second timeout. That case passed alone
with the normal timeout. The cause of the earlier timeout remains
unproven.
- Local full-repository tests were not run. Native PostgreSQL startup
fails because the host has exhausted System V semaphores. The focused
tests use an isolated PostgreSQL 17 Docker fixture.
- `git diff --check` passed. Hosted improvement remains unverified until
deployment.
- Greptile and Ponytail Paperclip Review both rated the exact head
`8fde75fa1a8fe63c71b05a3db149edf289295672` 5/5, with no actionable
defects.
- CI attempt 1 passed 51 checks. Three self-hosted runners lost
communication, interrupting the chat shard, serialized server shard, and
canary dry run. GitHub annotations identify the runner communication
failures; the serialized shard log also records a shutdown signal. Only
those failed jobs were retried, once, on the unchanged commit. The [full
CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40692641103/attempts/2)
then passed on attempt 2 at the same commit. All 55 passing checks and
the legacy Snyk status are green; no checks remain pending.

## Risks

This changes when connection adoption validation runs. Separate
selection checks preserve validation for real runtime changes.
Regression tests verify that rejected selections do not replace the
saved configuration. Company access, connection authorization, activity
records, and Copilot checks retain their existing paths. There is no
schema or migration change.

## Model Used

OpenAI Codex, configured model `gpt-6.1-sol` with ultra reasoning. Work
used source inspection, shell tools, browser network timing, and
PostgreSQL route tests. The context window size is not exposed by this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-28 08:25:27 -05:00
Devin FoleyandPaperclip c9213d1be4 fix: send saved queued messages after Stop (#17959)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People can save follow-up messages while an agent runs.
> - Stop preserves those messages and stops the active execution.
> - The queue removed its delivery controls when that execution ended.
> - Native admission also refused an explicit resend of older queued
input.
> - This change adds Send for a stopped queue and records fresh board
intent.
> - The saved message can continue through normal cleanup and admission
checks.

## Linked Issues or Issue Description

**What happened?**

A person queued a message with a screenshot while an agent was starting.
Steering was not yet available. They stopped the run. The message
remained visible, but no control could send it. Native queue delivery
also rejected this transition.

**Expected behavior**

A stopped queue offers Send. The click preserves message IDs, content,
attachments and original authors. It starts at most one eligible
continuation. Stop remains effective until the person gives new
direction.

**Steps to reproduce**

1. Start a native task and queue a second message.
2. Stop the active run before it consumes that message.
3. Open the task after cleanup. Observe the saved message with no send
control.

Refs #16965 for the queue-control change and #15015 for stopped
conversation recovery. No open repair for this exact transition was
found.

## What Changed

- Show Send for a saved deferred queue with no active run.
- Accept the existing board queue action for a stopped native target.
Keep live native interruption restricted.
- Use the server-recorded click time to authorize older native messages.
Reject stale, malformed and wrong-actor intents.
- Reuse normal queue dispatch, revision checks, cleanup proofs and
execution admission, including a failed native predecessor after a
verified Send.
- Ignore a fully committed, successful recovered export when admitting a
fresh message, while retaining the wait for results still committing.
- Honor an applied `/new` conversation boundary while retaining native
execution holds until the existing stop and cleanup checks verify them.
Workspace holds also survive reset. Check the newest failed or cancelled
native execution even when older recovery actions exist.
- Keep native automatic delivery separate from the explicit Send action.
Update execution and access documentation.

## Verification

- Meaningful regressions failed before the fixes: stopped queues lacked
Send, native admission refused fresh intent, cleanup and dispatch
receipts were missing, deferred rows disappeared, live plan Interrupt
rejected its own receipt, and Agent Chat `/new` inherited an old
non-workspace execution hold.
- Six assembled-wakeup cases fail before the reset cleanup fix. All 11
reset/history cases pass after it: live processes, missing identity,
quarantined cleanup, remote leases and live controllers remain held;
verified cleanup proceeds and retires the hold. Two more cases fail
before the fallback fix and pass after it: Send verifies a stopped or
live native predecessor despite a later reset receipt and no recovery
record.
- **525 server tests pass** across seven queue admission, route,
dispatch, envelope, provenance, blocker and conversation files. **343
queue/thread UI tests** also pass. Server/UI TypeScript, token and map
guards pass. The final scoped server typecheck also builds native Runner
successfully.
- The latest regressions prove that completed recovered exports permit
fresh input, and clearing conversation history still requires old native
stop and cleanup verification; an unsafe workspace still blocks after
`/new`; failed native Send reaches actual continuation dispatch with the
original queued comment. A result still being committed remains
deferred. History plus a newer Stop cannot hide a missing
process/controller/lease receipt.
- The real Chromium Stop/Send journey passes on current head
`75fa5e7222c59f43ff7ac326e81093bc9da28330`: queue a follow-up, Stop,
reload, explicitly Send, then verify exactly one useful response and no
live run. Earlier browser journeys cover legacy Interrupt, interruption
during a write and Stop followed by a new direction. These use an
isolated app/database and controlled ACP fixture, not an external AI
account or a staging deployment.
- Negative cases retain actor, company, issue, assignee, queue and
cancellation-receipt bindings; cleanup/process/workspace/controller
holds; approvals; pause and budget gates. Typed responses keep their
original resolver and immutable result.
- Full local recursive typecheck stopped in unchanged Rust Runner
compilation with ENOSPC, so the chained full tests/build did not run.
All hosted CI gates pass on final commit
`75fa5e7222c59f43ff7ac326e81093bc9da28330`, including typecheck, tests,
build and E2E. Apex review on that commit is 5/5, with no unresolved
findings. Earlier unrelated CI failures involved PostgreSQL
fixture-cleanup deadlock and an unchanged decision-expiry deadline
assertion; the latter's 20 cases pass locally without source changes. No
assertions or limits were weakened. Local resource cleanup was limited
to this task's verified completed test processes and rebuildable npm
caches.

## Risks

- Send can authorize a new turn for a saved message after Stop. A Send
click must be newer than the stopped execution; a live plan Interrupt is
bound to the cancellation receipt produced by that same click. It does
not imply that cleanup finished or that an external action is safe to
replay.
- The existing endpoint and intent format are reused. No schema or
credential change is required. Live native steering and legacy
interruption keep their existing paths.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, tool
use and code execution. The session does not expose the exact serving
model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:34:14 -07:00
DottaandPaperclip f52da40f08 fix: resume queued turns after maintenance (#17967)
Keep an accepted turn's starting input in task history, show its admission wait, and resume existing queued runs promptly when maintenance ends or expires.

Verified with behavioral red/green regressions, real PostgreSQL and process execution, browser/native Runner acceptance with a deterministic provider, workspace typecheck, production build, and current-head CI/review.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-27 22:20:03 -05:00
DottaandPaperclip 09ad9adce2 feat(server): adopt running remote agents through durable controller checkpoints (#17439)
## Thinking Path

> - Paperclip must keep admitted remote work alive while its main server
is replaced.
> - Runner owns recovery mechanics and exposes opaque checkpoints
through #17097.
> - The server owns company scope, encryption, Stop, tool authority and
execution ownership.
> - A successor must prove current ownership before it adopts the
original execution.
> - Checkpoint bursts must also leave capacity for normal requests and
lease renewal.
> - This PR persists and adopts that authority through the existing
runtime boundaries.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remote agents retain the original execution during a bounded main-server
outage.

**Current behavior**

A server restart can lose the controller's local state and connection.
An unsafe replacement could repeat a turn or an uncertain mutation.
Checkpoint writes in the request pool can also delay ordinary requests
during an aligned burst.

**Proposed behavior**

Restore encrypted control records from Postgres and adopt the original
runner under a fenced lease. Recover known tool receipts through current
tool authority. Give control checkpoints a shared pool capped at two
connections per database owner.

Depends on #17097. Successors are #17455 and #17456. Qualification and
presentation remain separate review slices.

## What Changed

- Add company/run-bound encrypted checkpoint records and migration 0394.
Keep the SQL idempotent after renumbering against current master.
- Recover startup and expired ownership through native runtime and
heartbeat. Preserve the sandbox lease, admitted runner artifact, harness
configuration, native session and active turn.
- Keep Stop, finalization, preparation ownership and stale-writer
fencing transactional. Preserve graceful detach and natural crash
takeover.
- Recover committed tool receipts through the existing authority.
Reauthorize reads and hold uncertain mutations.
- Bound startup retention with the existing coordinator and preserve
zero idle scans.
- Share at most two checkpoint connections per database client. Keep
application and liveness capacity separate. Close the checkpoint pool
during shutdown; late writes cannot reopen it.
- Count SQL across both application and checkpoint clients. Prove
request/liveness progress, command recovery and failure after pool
shutdown with real Postgres.

## Verification

Project creation recovery now uses the existing project activity receipt
owner. It retains authenticated input normalization, fingerprint checks
and current run authority after the receipt lock. An absent receipt
returns no result before mutation. The new lost-HTTP-response and
no-effect regression uses real API routes and Postgres. The seven
transport cases pass locally. This Mac skips all 20 database cases. On
current source `5de803c2cd`, Linux [job
122593415890](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415890)
executes all 20 project-tool cases successfully (9.480 seconds),
including the committed-project lost-response regression. Its shard
passes 1,627 cases with three unrelated skips. Server typecheck passes.
The transport regression initially has two failures; a subsequent
incorrect expectation about schema defaults was corrected before the
final pass. Ordinary execution adds no checkpoint writes or recurring
work.

Current candidate `5de803c2cd` includes the project-creation receipt
recovery fix and master `2cd747d1b6`. Migration 0394 retains the prior
idempotent checkpoint DDL. Every master SQL file and journal entry is
preserved. Snapshots 0390–0394, migration checks and server typecheck
pass.

The ordinary warm-turn regression fails on its second turn before
`a219ab51ad`. After correction, three completed warm turns select the
correct prior checkpoint and preserve the original session. All 288
provider-wiring cases pass. The control plane, external persistence
callback, identity rotation and filesystem are real; the backend and
database-load seam are scripted. The 13 warm admission/configuration
variants also pass after final master integration. This does not qualify
an underlying harness.

At current source `5de803c2cd`, Linux [job
122593415907](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415907)
passes all 940 native-session-executor cases (61.431 seconds), including
the warm external-checkpoint behavior; the shard passes 2,358 cases with
one skip. Current [Runner job
122593415475](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415475)
passes the native recovery lane: 115 passes and five container-only
skips, including the encrypted restore guard, fresh preparation (63.189
seconds), blocked claim lock (1.226 seconds) and recovery beyond 101
blocked owners (3.897 seconds). The first lane passes 2,215 cases with
one skip. The SQL cost test reports zero idle and streaming SQL for both
output volumes; this is component evidence, not a production capacity
claim. At prior candidate `1ff7bb44f4`, Linux job 122549307215 passes
all 938 native-executor cases, including the three-turn
external-checkpoint regression. Job 122549306469 passes the native
recovery lane with 115 passes and five container-only skips, including
the encrypted-restore session guard, fresh preparation (63.664 seconds),
claim-lock contention (3.961 seconds), and 101-owner recovery (3.824
seconds). This Mac skips the real-Postgres suite. The earlier full local
executor attempt has 921 passes and 16 failures during embedded-Postgres
initialization before assertions. The original fixture collisions and
their corrections remain recorded.

At earlier candidate `8fbe62b41d`, server shard job 122535673841 has
3,876 passes, one failure and one skip in an unchanged expiry-worker
retry/drain timing test. The same server/database tree on qualification
source `b64cac6951` passes all 20 expiry cases and all 3,877 shard
cases. The single diagnostic retry, job 122541891915, passes all 20
expiry cases and all 3,877 shard cases (one skip). No assertion was
weakened. The original failure remains recorded and its exact timing
race is not proven. All Actions checks and legacy status passed on
`8fbe62b41d`, with completed Greptile 5/5 and no open feedback. The next
candidate `1ff7bb44f4` also passed all Actions checks and Greptile 5/5.
Its Paperclip Review remained queued before the new master conflict
required integration. The new candidate needs fresh exact-head CI and
reviews; old checks do not qualify it. Migration generation is
checkpoint-only, all master SQL and journal entries remain unchanged,
and migration checks, server typecheck and all 13 warm-owner variants
pass after integration. The first migration check was blocked by TSX
sandbox IPC; its permitted repeat passes. The first warm-test command
used an incorrect path and ran no tests; the corrected command supplies
the 13-case receipt.

All 16 database pool-lifetime/options/teardown cases pass after granting
loopback permission; the first batch had two EPERM failures and 14
passes. Earlier semantic-tool/HTTP recovery, adoption, encryption-batch,
zero-streaming-write and idle-SQL receipts remain source-attributed in
the [qualification
record](https://github.com/paperclipai/paperclip/blob/2ff66f57da0da35bac1c19a2366ea4b84d87a986/doc/plans/2026-10-22-hot-upgrade-qualification.md).
That record retains earlier assertion, setup and cleanup failures and
their corrections. No failed gate is waived.

The historical 300-session component campaign passes four after phases:
steady read p99 is 107–108 ms at 500 reads/s and 100 writes/s;
aligned-burst read p99 is 103–105 ms after the bounded pool, versus
584–689 ms before. This comparison isolates the persistence corrections.
It does not measure the final stack's hosted active-agent capacity. The
hosted zero-agent API pair leaves SQL and CPU essentially unchanged, but
both arms fail absolute latency gates and candidate peak cgroup memory
fails its gate. The active-agent/viewer matrix, different-artifact
upgrade and rollback remain open.

Run `PAPERCLIP_TEST_DATABASE_URL=<owned-disposable-postgres> pnpm
--filter @paperclipai/server exec vitest run
src/services/native-runtime/native-runner-restart-recovery.integration.test.ts`.

Previous head `f2db8a6568` had one failed workspace setup gate: [job
122555672441](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122555672441)
passes all 4,169 UI tests and 285 CLI cases (one skip), but the company
import/export suite reaches its 30-second health deadline during doctor
startup. Its output does not reach the server-start step. The CLI,
server, database, shared, adapter and plugin trees are identical on
qualification source `a866619d7b`, whose [job
122555886663](https://github.com/paperclipai/paperclip/actions/runs/40609057937/job/122555886663)
passes that fixture and all 286 CLI cases. The one diagnostic retry,
[job
122561057225](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122561057225),
passes the formerly failing fixture and all 286 CLI cases. All Actions
checks and legacy status on `f2db8a6568` pass. Its exact-head Greptile
completed at 5/5 with no open feedback. The current integrated head
requires fresh checks and a completed Paperclip Review before merge. The
original failure remains recorded; its exact timing cause is unproven. A
repeated failure requires investigation and repair rather than another
retry.

All current-head CI, legacy status, exact-head completed Greptile 5/5,
resolved feedback and ordinary GitHub merge eligibility remain required
before merge.

The latest integration preserves master’s published Copilot v70 profiles
and every published migration. Checkpoint migration
`0394_conscious_whizzer.sql` was generated with `pnpm db:generate` and
retains the prior idempotent DDL. The Runner vendor rebuild and replay
parity checks pass. Server typecheck and all 13 warm-owner variants pass
after that rebuild. The imported report-lock patch is byte-identical to
master; its intentional patch-context whitespace is retained, and the
feature delta passes whitespace checks. No hosted experiment was run.

## Risks

The pool adds up to two active connections per instance, shared across
agents. Checkpoint delivery can wait behind that bound; it still
requires its commit. Steady component-test Postgres CPU rises by about
1.7 percentage points of a two-CPU allocation. These corrections do not
remove the stack's control and renewal writes. The migration and key
must survive replacement. Fresh-database tests and local load do not
establish different-artifact hosted upgrade or rollback continuity.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 21:39:23 -05:00
DottaandPaperclip 2cd747d1b6 perf(server): batch connection install capability checks (#17945)
## Thinking Path

> - Paperclip manages AI agents and their access to external
connections.
> - The connection grants screen describes which agents can receive an
installation.
> - Each candidate currently repeats authorization for every retained
installation.
> - A company installation makes this work grow with the square of the
roster size.
> - This pull request checks retained targets once inside the existing
service owner.
> - The benefit is fewer authorization calls with the same scoped
capability results.

## Linked Issues or Issue Description

**What happened?**

The grants GET repeats connection preparation and retained-target checks
for each candidate agent. A local 100-agent company-install fixture made
50,300 SQL calls and 10,000 target lookups in one capability-description
operation. Open PR searches found no matching capability fan-out fix.

**Expected behavior**

The description must preserve retained-installation obligations and each
candidate's permission. It should evaluate retained targets once per
description. Writes must still authorize fresh.

**Steps to reproduce**

Run the committed benchmark with
`--baseline-ref=f6bc653f7f745adaafa26393852fb2f5a99256a4`. It creates
disposable synthetic PostgreSQL fixtures and loads the actual pre-fix
service from Git. It compares every positional capability, reason, and
operation.

**Paperclip version or commit**

Baseline `f6bc653f7f745adaafa26393852fb2f5a99256a4`.

**Deployment mode**

Built from source. Local real PostgreSQL proof. No hosted rollout.

## What Changed

- Add `describeAgentInstallCapabilities` to connection management.
Ordinary authorization and the batch share preparation, target checks,
and fallback completion.
- Use the batch only for direct saved non-AI connections and board
actors. Complex resources, delegated actors, and unusual saved target
IDs keep the ordinary evaluator. Fallback consumes the first preparation
once.
- Replace only the grants route's editable-agent loop. Keep
configure/use checks, identity filtering, audience disclosure, and write
authority on their existing paths.
- Add scoped-grant, retained-target, error-order, freshness, fallback,
full HTTP response, and real mutation regression coverage. Add a
reproducible benchmark and evidence notes.

## Verification

Real PostgreSQL 18.6 Linux Docker, Node 26.4.0. Two warmups and five
measured samples per arm, in alternating order. These are
service-component measurements with the same SQL-count instrumentation
in both arms. They do not measure the whole hosted endpoint.

| Fixture | Old median | Batch median | SQL calls old → batch | Target
lookups old → batch |
| --- | ---: | ---: | ---: | ---: |
| 100 agents, company install | 24.753 s | 246.39 ms | 50,300 → 503 |
10,000 → 100 |
| 100 agents, partial install | 6.339 s | 236.37 ms | 13,075 → 502 |
2,575 → 100 |
| 1 agent, company install | 5.13 ms | 4.82 ms | 8 → 8 | 1 → 1 |

All eight fixture shapes and every measured iteration had complete
positional equality. One-agent timing ranges overlap. Full ranges,
database settings, and limits are in
`doc/plans/2026-10-27-connection-grants-batch-verification.md`.

- **Passed:** `pnpm -r typecheck` and `pnpm build`, using pinned pnpm
9.15.4.
- **Passed:** 116 focused tests: all 83 connection-management
integration cases use real PostgreSQL and HTTP; 33 batch regressions
execute real policy over synthetic query transport. The integration
cases keep existing database creation, migrations, clients, services,
and assembled HTTP server, with disposable Docker PostgreSQL.
- **Passed:** complete grants GET parity across six human-role fixtures;
real install PUT succeeds before revocation, then fresh GET and actual
PUT deny after revocation without changing saved installs.
- **Passed:** a real PostgreSQL red/green regression for empty saved
target selectors, including candidate-specific decisions and later
reached infrastructure faults.
- **Passed:** independent old/new evaluator comparisons, including
recursive and delegated fallback, run-context reuse, continuation,
failure order, and principal/company isolation.
- **Local full-suite limit:** `pnpm test:run` was attempted and stopped
after native PostgreSQL fixtures could not initialize. An isolated
failed native case reproduced that startup error. The host cannot
allocate PostgreSQL SysV semaphores, including outside the sandbox. The
focused suites use an existing constructor seam to start disposable
Docker PostgreSQL. This is not a complete local full-suite pass.
- **Passed:** all 16 native-runtime cases that failed to start
PostgreSQL on the host, rerun with the disposable Docker provider. The
full local workflow remains incomplete.
- `git diff --check` passes. Greptile is 5/5 with no actionable findings
on final head `41dcf3ae029b6c60999ca6208136399b0af663d0`. All final-head
CI gates passed, including the full PR workflow. The two Storybook
checks are expected skips because this change has no UI changes.

Normal reproduction:

```sh
node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --baseline-ref=f6bc653f7f745adaafa26393852fb2f5a99256a4
cd server
pnpm exec vitest run src/__tests__/connection-install-capabilities.test.ts src/__tests__/connection-management.integration.test.ts
```

## Risks

Retained facts are observed once during one descriptive call. A mid-call
revoke or deletion can leave a stale displayed choice. The next
description and every mutation or human continuation read fresh
authority. The batch returns no reusable authorization context.

The bound applies to target evaluations in the eligible shape. Scoped
grant payloads and hierarchy reads can still grow inside each policy
decision. Complex resources and agent callers keep existing costs.
Hosted latency improvement remains unverified. There is no migration,
provider protocol change, new worker, persistent cache, or UI contract
change.

## Model Used

OpenAI Codex with code editing, execution, and test tools. Design, test,
and independent review agents used exact model IDs `gpt-6.1-sol` and
`gpt-6-astra` with xhigh reasoning. The host did not expose the primary
session's exact model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:59:01 -05:00
DottaandPaperclip 8406047b4e fix(server): schedule join request retention from durable deadlines (#17508)
## Thinking Path

> - Paperclip manages agent companies and their access requests.
> - Pending join requests appear in the attention feed and can age into
automatic archival.
> - The maintenance tick reads those requests even when no archive is
due.
> - Existing request rows already store the activity timestamp needed
for retention.
> - Committed changes can wake a worker that registers the next actual
deadline.
> - This PR gives join-request retention its own bounded worker and
removes its recurring feed scan.
> - Idle and resolved history stop producing retention traffic without
changing access approval.

## Linked Issues or Issue Description

**What happened?**

Every retention maintenance pass reads pending join requests through the
attention feed. Empty, resolved, kept, and future-due states still
participate in recurring discovery.

**Expected behavior**

Committed request and retention changes wake the owner. It waits until
the next actual archive deadline and stops querying when no eligible
request remains. Existing approval and visibility behavior is preserved.

**Steps to reproduce**

Start an idle company with no pending join requests, or with requests
younger than the 90-day archive threshold. Observe the maintenance feed
repeatedly select join_requests. No state change is needed to cause
those reads.

This PR targets master after #17505 merged. Approval retention is
#17497. Other attention source kinds remain separate migration duties.
No duplicate open join-retention PR was found.

## What Changed

- Add a join-request retention owner that preserves pending status,
active-company visibility, matching invite ownership, and keep/archive
controls. Invite expiry or revocation retains the existing feed policy.
- Reuse one `createDecisionRetentionSweep` for approval and join paging,
atomic retention and finite scan cycles that revisit failures despite
continuing arrivals. Eligibility and source-row locks stay with each
owner.
- Register real saved deadlines, rounded upward in SQL to millisecond
precision, with the existing coordinator. Preserve 100-row pages and
thirty-second notification coalescing without idle polling.
- Materialize unseen join state inside the existing authorized
keep/archive/revive transaction, preserving archive choices and source
locking.
- Notify before request inserts and updates in the existing acceptance
and Slack transactions. Use a small SQL-only helper for replay and
approval/rejection updates. Company status, budget pause/resume,
deletion, and retention controls notify this owner too.
- Preserve the approved-only API-key consumption path without a new
wrapper; it cannot produce pending retention work.
- Exclude join requests from maintenance feed collection while retaining
normal UI reads.
- Add an idempotent concurrent partial pending index and prune old
schema snapshots through the existing generator.
- Document producer coverage, boundaries, failure evidence, and
remaining work.

## Verification

Test revision: `df1815fbba`. Normal integration of landed workspace
precision `d23dd19750` has an identical complete source tree. This
remains only the join-retention duty and its shared approval-retention
mechanics, targeting master.

- **55 worker cases pass**, including two new PostgreSQL regressions
that failed before repair: continuing overdue arrivals no longer
postpone a recovered failure indefinitely, while an entire failed page
still allows later healthy rows to progress.
- The nine complete suites passed 341 cases but failed an attention
cleanup hook after its 16,400-run case. After vacuum/analyze of only
that disposable fixture, the full 31-case attention suite passes
unchanged. Together with the original eight passing suites (311 cases),
all 342 distinct cases pass across complete-suite executions. Recovery
is established; the original cleanup slowdown is not claimed explained.
Server typecheck and production build pass.
- Earlier CI at `df1d4d0` failed the unchanged decision-expiry restart
deadline assertion (a thirty-second retry appeared before the saved
expiry). All twenty unchanged expiry cases pass locally, but the CI
timing cause remains unproven. No retry, timeout relaxation or assertion
change is used to dismiss it; fresh final-head CI remains required.

- **Five regressions failed before repair:** three unseen join controls
returned 404, and both owners advertised a microsecond deadline one
millisecond early. All pass. Two old real-producer expectations failed
after the correct rounding change; they now derive exact expected
milliseconds independently from database integer microseconds instead of
truncating a JavaScript Date.
- The initial timing-only concurrency test still passed a missing-lock
mutation. It now observes the actual PostgreSQL wait before releasing
the writer. Production passes; removing the lock fails with zero waiters
instead of one. Source is restored before commit. The archive-first
committed-order case confirms that later activity stays archived until
explicit revival; no broader race guarantee is claimed.
- Generated concurrent/idempotent `0393_open_grandmaster.sql` adds only
the pending join index. All 391 parent journal entries and historical
SQL files remain unchanged. Five generated snapshots remain (0389–0393).
Migration safety/numbering, schema drift and actual apply/replay on six
isolated PostgreSQL fixtures pass.
- Existing lifecycle cases retain real HTTP invite
acceptance/approval/rejection, Slack identity linking, rollback/outer
commit, source visibility, failure rotation, drain/resume and shutdown
coverage. Earlier stack setup and CI failures remain in the owning audit
and stack ledger; they are historical evidence, not this head's
acceptance.

Commands: server Vitest for `join-request-retention-work`,
`approval-retention-work`, `approvals-service`, `attention-service`,
`decision-retention-service`, `budgets-service`, `tool-gateway-service`,
`server-startup-feedback-export`, `scoped-deadline-work`; server
typecheck/build; DB migration checks, snapshot drift and actual
apply/replay. Fresh exact-head CI, security and Greptile/Ponytail 5/5
remain required. No full local repository-suite, deployed suspension or
cost claim is made.

## Risks

- A future supported producer must signal its transaction. Independent
SQL writers and another active server process are outside the
process-local notification contract.
- A writer that wins the source lock first is rechecked before archival.
If archival commits first, later activity preserves the archived state
until explicit revival. Existing invite replay expires before the
retention cutoff and Slack replay deduplicates. Future producers needing
renewed visibility must request revival. Cross-table visibility retains
the existing contract.
- The worker registers only under the existing maintenance enablement
switch. The internal deadline does not add Cloud alarm coverage or relax
conservative sleep blockers.
- New eligibility can wait within the thirty-second aggregate
notification window; known deadlines preempt it.
- Archival preserves pending approval status. Other attention sources
and aggregate maintenance remain separate work.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:03:16 -05:00
DottaandPaperclip c3a9a8e92a perf(server): scope run identity reads to operation needs (#17931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tool and connection operations capture the current accepted
requester.
> - Capture locks the task and run, then reconciles pending steering.
> - Most callers use identity or task fields from the returned run.
> - The default query also transfers saved prompts, runner
configuration, results, and logs.
> - This pull request gives each production caller an explicit read
scope.
> - Narrow scopes keep their authority checks and return only selected
columns.
> - The Muse project path still reads its complete saved execution
input.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Operation-time run identity capture for native tools, gateway sessions,
project and workspace access, Slack, voice, connection management, and
connection token admission.

**Current behavior**

These callers use the default full run read. Large saved execution
documents cross the database connection even when the caller only needs
the current accepted requester or task binding.

**Proposed behavior**

Use typed identity, task, broker, and project-execution scopes. Keep
task-before-run locks, company and agent predicates, active status
validation, and pending-steering reconciliation. Return the complete
saved native input only where project admission uses it.

**Reason and benefit**

A synthetic PostgreSQL 17.11 fixture matches a wide run with a 142 KB
context and a 77 KB runner profile. Its locked run DataRow falls from
225,101 bytes to 190–605 bytes for authority reads. The project scope
returns 66,004 bytes because it must retain a complete 64 KB execution
input. These are local DataRow measurements, not a forecast of
production billing or latency.

**Breaking changes**

None to public APIs, saved data, or authority policy. Internal narrow
return types omit columns that were not selected. The default full
compatibility read and the existing GitHub-credential and authentication
scopes keep their current contracts.

**Additional context**

The public issue and PR duplicate searches found no matching open
change. This is one independent query optimization. It does not require
other performance PRs.

## What Changed

- Add typed scopes for accepted identity metadata, task authorization,
token attribution, and saved project execution input.
- Assign explicit scopes at all production `captureRunIdentity` call
sites.
- Keep the full native execution input for Muse project admission while
omitting unrelated profile, context, result, and log data.
- Narrow the broker's initial read and the existing Slack and
connection-management historical reads to the same required fields.
- Extend steering and acknowledgement regressions to all new scopes. Add
real PostgreSQL projection, malformed JSON, tenant and agent,
session-generation, and saved-input coverage.
- Add a service-generated SQL benchmark with exact raw DataRow
accounting, retained-field equality, plans, and alternating transaction
timings.
- Document the scope contracts and reproducible benchmark.

## Verification

- Baseline: `623f1dc289a14a699ebbe3f09b94179d38fc2ae2`.
- `vitest run server/src/__tests__/run-identity-projections.test.ts
server/src/__tests__/run-identity.test.ts`: 54 tests passed on an owned
disposable PostgreSQL 17.11 database.
- The tests retain task-before-run and audit foreign-key lock behavior.
Every scope rejects uncertain steering, accepts its durable
acknowledgement, and preserves requester replay ordering.
- A full-row mutation makes the narrow identity regression fail. The
restored treatment passes.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-run-identity-projections.ts
--baseline-ref=623f1dc289a14a699ebbe3f09b94179d38fc2ae2` captures the
real locked SQL for both versions.
- Every retained column and selected JSON field matches the baseline.
Identity contexts match. The complete stored run remains unchanged.
Capture keeps the same five queries.

| Scope | Before DataRow bytes | After DataRow bytes | Reduction |
| --- | ---: | ---: | ---: |
| Identity | 225,101 | 190 | 99.92% |
| Task authorization | 225,101 | 410 | 99.82% |
| Token broker | 225,101 | 605 | 99.73% |
| Project execution input | 225,101 | 66,004 | 70.68% |

- DataRow bytes include row framing and raw text-format column values.
They exclude response metadata, TLS, and TCP.
- Two warmups and seven alternating samples measure the complete capture
transaction. Several timing ranges overlap. The primary claim is byte
reduction; production latency is not verified.
- Initial fixture runs exposed an empty external schema and an
incomplete synthetic conversation binding. The test setup now applies
migrations and supplies the required user/state fields. The final 54
tests passed.
- `pnpm -r typecheck` and `pnpm build` passed locally.
- Four existing skill-setup tests passed. Four assembled
connection-management/native-tool consumer cases passed with real
JWT/API-key authentication. These include per-request identity freshness
and task-scoped activity authority.
- A CI-only stale mock assertion expected two capture arguments; it now
verifies the explicit identity scope. A repository-wide capture mock
audit found no other stale argument assertions.
- Review follow-up: the projection suite uses the existing
embedded-support guard while always enabling an explicitly supplied
external database. The audit-lock regression merges URL query parameters
and retains existing PostgreSQL options.
- `vitest run server/src/__tests__/run-identity-projections.test.ts
server/src/__tests__/run-identity.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/project-skill-setup-identity.test.ts`: 123 tests
passed. The external PostgreSQL URL included both `application_name` and
`options`; lock tests verified `lock_timeout=1s` and retained
`statement_timeout=5s`.
- Full local tests are not run because the host's embedded PostgreSQL
setup is unavailable. Greptile reviewed
`06e1dd53a3fb24df74d5fbfb2ad397f291f1e30f` at 5/5 with zero unresolved
threads. The full final-head CI matrix passes. All 58 checks are
terminal: 55 success, one neutral, and two optional Storybook skips.
- No migration, lockfile, workflow, new polling, or cache change.

## Risks

A narrow read must retain each caller's actual fields. The caller audit
includes Slack's wake-request fallback, conversation generation, legacy
broker attribution, and the Muse parser's complete native input. JSON
selection retains value types, including malformed legacy values. The
saved-input scope preserves missing-key behavior. The default full read
still returns the complete stored row for compatibility. Locks and live
authority checks are unchanged.

## Model Used

OpenAI GPT-6, accessed through Codex. The exact runtime model ID and
context-window size were not exposed in this session. Used repository
inspection, code execution, and PostgreSQL validation.

## 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>
2026-10-27 16:31:21 -05:00
DottaandPaperclip f60ac29cf1 fix(runner): migrate Grok Build with native reasoning effort (#17922)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Harness selection maps supported agents to Paperclip Runner.
> - The native Runner already supports Grok Build, but its migration
mapping excludes Grok.
> - Grok agents also have a thinking-effort setting that the native
execution contract does not carry.
> - This pull request adds the migration path and preserves explicit
Grok effort through startup and resume.
> - Operators can upgrade an existing Grok agent without silently losing
its model, account, or effort.

## Linked Issues or Issue Description

**What happened?**

Existing Grok Build agents have no Runner selector or upgrade action.
Adding only the mapping would route conversion through the Codex
fallback and lose Grok execution semantics. Native execution also
ignores the legacy reasoning-effort field.

**Expected behavior**

A qualified Grok agent can explicitly upgrade. The saved model, account,
instructions, history, and supported effort remain intact. Unsupported
legacy settings fail before saving. The provider must acknowledge the
selected effort before inference.

**Steps to reproduce**

1. Open the runtime page of an existing Grok Build agent on a qualified
Linux x64 or macOS ARM64 computer.
2. Observe that the Runner selector and upgrade action are absent.
3. Compare the native execution input with the saved legacy
reasoning-effort setting.

Related work: #13882 introduced native Grok Build. #15422 covers the
earlier default-runner work. This change extends the current shared
selection contract.

## What Changed

- Add the Grok harness mapping, qualified platform limits, upgrade
action, and company-scoped computer qualification.
- Translate Grok settings to ACPX without changing the selected account
or explicit model. Resolve the legacy default model to the native
default. Preserve the effective legacy search policy. Reject
incompatible command, argument, permission, and turn-limit settings.
- Add native execution input v10 for explicit Grok effort and search
policy. Preserve historical schemas. Enforce disabled search through
Grok requirements and bind it across startup and recovery.
- Apply and verify ACP `reasoning_effort` before prompting. Bind the
value to provider descriptors, checkpoints, runtime identity, and resume
checks.
- Use the Grok catalog and effort choices in the task composer. Apply
task model and effort overrides while retaining the agent account and
search policy. Update runtime controls, portability/default handling,
documentation, and capability maps.
- Advance Pi and Copilot source attestations for changed shared
transport and recovery code. Keep historical identities intact and
update all Rust integration fixtures.

## Verification

- Migration and review regressions were reproduced before the fixes.
Coverage includes the Grok mapping, default model, explicit effort,
implicit search policy, task overrides, and incompatible legacy
settings. The broad migration, route, immutable-input, and composer
check passed 478 tests. The final catalog and task-input check passed
135 tests.
- Runner startup, recovery, search policy, and profile checks passed 361
tests, with one platform skip. The final source-identity,
search-admission, and transport event-pump check passed 89 tests.
- All 757 Rust workspace tests passed for the broad implementation.
After the final source attestation update, all 55 ACPX profile/session
tests passed.
- `pnpm -r typecheck` and `pnpm build` passed for the implementation.
Server and Runner typecheck passed after the final production change.
Server `tsc --noEmit` passed after the final test-fixture change. Docker
context integrity, token gates, maps, generated protocol data, and
replay goldens passed.
- The v10 startup fixture initially used an ambient local Grok login and
failed on CI. An explicitly empty credential home reproduced all four
failures. The fixture now supplies a synthetic key and a private empty
home. A separate case checks that missing credentials fail closed. All
seven selected Grok v10 and Claude v9 startup cases pass without host
credentials.
- The full local suite could not complete because embedded PostgreSQL
failed before database-backed fixture setup. The broad executor-suite
attempt hit the same limit and was stopped. Neither attempt is counted
as passing. Current-head CI must verify those paths before merge.
- Earlier CI found missing Rust input fields, stale source attestations
and exact fixture pins, a missing Docker context entry, and an outdated
import expectation. Those failures were fixed and checked locally. The
CI logs retain the original failures.
- Different earlier CI runs also failed unchanged cleanup pagination,
device-login timeout, and chat lost-response recovery cases. Later
attempts passed the cleanup and login cases without changes to those
implementations. Their causes remain unproven. The original evidence
remains in [the first
run](https://github.com/paperclipai/paperclip/actions/runs/40563402840),
[the login
run](https://github.com/paperclipai/paperclip/actions/runs/40571128328),
and [the chat
run](https://github.com/paperclipai/paperclip/actions/runs/40573072163).
A passing retry does not establish a root-cause fix.
- Both reviews rate current head
`16fba9b4cdf12bc7945e6628912e79da42959f35` 5/5. All current-head CI
gates pass in [run
40576580699](https://github.com/paperclipai/paperclip/actions/runs/40576580699).
All 60 check runs completed cleanly, including the four intentional
skips and the neutral 5/5 Paperclip review. The legacy security status
is successful. No review threads remain unresolved.
- Staging migration and a real shell task are pending deployment. This
PR does not claim full Grok provider qualification. Reviewers can verify
the operator path by upgrading a qualified Grok agent, checking its
saved model and effort, and running a shell task through native
execution.

## Risks

- Explicit effort and search policy require the matching Runner and
sidecar build. Older immutable execution inputs keep their existing
schemas.
- Providers that omit or reject the selected effort fail before a
prompt. Unsupported effort does not fall back silently.
- Existing agents retain their saved runner until an explicit change.
New Grok agents use native execution only on qualified platforms.
- Grok token and cost reporting remain unverified, as before.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and
context-window capacity are not exposed in this session. Used reasoning,
source editing, shell execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:28:42 -05:00
DottaandPaperclip a26d217e94 fix(server): coalesce Cloud membership synchronization writes (#17890)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud requests synchronize a human user's profile and company
membership.
> - Concurrent requests repeated the same writes before the debounce
could record success.
> - Upserts also updated unchanged rows and caused avoidable tuple work.
> - This pull request shares identical pending writes and guards
unchanged updates.
> - Each request still reads current authority. Bounded profile lookup
also reaches older memberships.
> - The benefit is less database work during request bursts with the
same actor results.

## Linked Issues or Issue Description

**What happened?**

A burst of 20 trusted Cloud requests issued 20 membership upserts and 40
profile plus membership tuple updates for one unchanged user. The
completed-write debounce did not share in-flight work.

**Expected behavior**

Identical in-flight requests share persistence work. Distinct contexts
retain their order. Failures remain retryable. Each request resolves its
own current company and role authority.

**Steps to reproduce**

Run the synthetic PostgreSQL comparison below at baseline
`db70c5acd92f50fa37fb4f0dea3da0e7685089a2`. The harness imports the real
resolvers and counts actual writes with database triggers.

Related work: #17663 covers adjacent Cloud authorization and projection
behavior. This change preserves fresh imported memberships,
owner-elevation settings and stale administrator removal.

## What Changed

- Serialize synchronization per database client and user. Share only the
last identical queued context. Preserve A/B/A transitions and retry
after partial failure.
- Guard user and membership updates with null-safe value comparisons.
Retain default-grant repair when `RETURNING` is empty.
- Keep authority reads outside the write debounce.
- Resolve exact principal IDs through the existing index, then use at
most one company-scoped alias query. This prevents both the old 200-row
profile cutoff and repeated membership-page scans. Exact IDs take
precedence over namesake aliases.
- Add concurrency tests, PostgreSQL tests, a reproducible benchmark and
behavior documentation.
- Accept both Git 2.55 and 2.56 diagnostic messages in an existing
workspace safety assertion, after full CI exposed that portability
failure. No expiration behavior changes.

## Verification

- Five focused suites passed, 63 tests total. These include Cloud actor
concurrency, transient database retry, company provisioning, real
PostgreSQL synchronization and the user profile route.
- The auth-to-profile regression returned 404 before the lookup repair
and 200 after it. The final fixture has 601 memberships and tests raw
and normalized non-UUID IDs, missing slugs, alias ordering and exact-ID
priority. A counterfactual with the old paging repair performs four
membership queries for a missing slug; the final code performs two, each
returning at most one row. Cross-company access returns 403 before
lookup.
- Local PostgreSQL 17.11 benchmark uses two warmup pairs and five
alternating measured pairs. Each pair starts a fresh debounce scope. All
20 complete actor results match on every sample.
- Burst median: 51.07 ms before, 25.71 ms after. Ranges: 47.21–63.25 ms
and 24.17–29.32 ms. Membership statements: 20 to one. Tuple updates: 40
to zero.
- Reproduce: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-cloud-membership-sync.ts
--baseline-ref=db70c5acd92f50fa37fb4f0dea3da0e7685089a2
--docker-postgres=17`.
- Real PostgreSQL tests compare all four alias fields with the route's
own JavaScript canonical slug output across 76 fixtures. Exhaustive
Unicode lowercase inspection validates the special SQL mappings.
- A real SQL_ASCII database reproduces the previous en-dash alias 404.
The final whole-character replacements precede ASCII-only translation.
Four alias fields and ten multibyte edge cases pass, including rejection
of a false euro-to-k alias. The disposable database is migrated
normally, then removed.
- Server TypeScript passed with no diagnostics.
- PostgreSQL tests used the normal migrations with a temporary Docker
startup override because this host's native PostgreSQL semaphore
allocation is exhausted. No tracked test infrastructure changed.
- The first full CI run had an unrelated CLI company-import/export
health-start timeout. Review also identified repeated profile scans;
this follow-up repairs that finding. A later run passed 3,882 tests in
server shard 4/12 and failed one existing assertion because Git 2.56
changed its error wording for a missing gitfile target. The safety
behavior still refused expiration and preserved the workspace. The
assertion now accepts both valid messages; the actual Git/PostgreSQL
regression passes locally. Final head
`3a644e600ab0ae7315f9828b1ea9dffdef407e4a` passed [full
CI](https://github.com/paperclipai/paperclip/actions/runs/40537153522),
including the previously failing shard. There are 55 successful
checks/statuses, two skipped and one neutral. Fresh Greptile and
Paperclip reviews are both 5/5 on this exact head, with zero unresolved
threads. GitHub reports mergeable and CLEAN.

- Full repository typecheck and build passed on the integrated final
source. The local full test command was stopped after native PostgreSQL
initialization failed repeatedly, producing 16 failures and skipped
database suites. It is incomplete, not a pass. Focused real-database
suites used disposable Docker PostgreSQL. Current-head CI runs the full
gates separately.

## Risks

- Coalescing is local to one process and database client. Other replicas
can still take conflict locks.
- `updated_at` now records actual profile and membership changes. Access
lists sorted by it can show a different order. Profile resolution no
longer depends on the first 200 entries. Exact principal IDs take
precedence over namesake aliases. The single alias fallback still scans
company candidates; no constant-CPU claim is made.
- Default role grants retain their existing additive semantics. This
change does not define a new demotion policy.
- Local synthetic service timings exclude HTTP and network latency. No
hosted deployment or production speedup is claimed.
- No migration, startup job, polling change or deployment is included.

## Model Used

OpenAI Codex, configured model `gpt-6.1-sol` with xhigh reasoning, tool
use and code execution. Independent blast-radius review also used
`gpt-6-astra` and `gpt-6.1-sol`. The runtime context window was not
exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (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>
2026-10-27 11:21:44 -05:00
DottaandPaperclip 2f3516f6fd fix(github): authenticate external contributor lookups (#17902)
## Thinking Path

> - Paperclip manages AI agents and their access to external services.
> - A GitHub bot connection can add external contributors by username.
> - The lookup sent an anonymous request even when the bot had an App
installation.
> - Anonymous requests share the server IP quota and can fail for a
valid username.
> - This pull request uses the selected bot installation for the lookup.
> - It also gives users clear errors without exposing credentials or
provider response text.

## Linked Issues or Issue Description

**What happened?**

The Access tab could reject a valid external contributor username with a
generic GitHub error. The lookup did not use the connected bot's
identity.

**Expected behavior**

The lookup uses the selected bot's active App installation. It returns
the numeric user identity or a clear account, rate limit, or
installation error.

**Steps to reproduce**

1. Configure a GitHub review bot and open its Access tab.
2. Exhaust the server IP's anonymous GitHub quota.
3. Look up a valid external contributor username.
4. Observe the generic rejection even though the bot has an
installation.

The original provider HTTP status was not retained. Source inspection
proves the anonymous request. The historical cause remains unconfirmed.

**Paperclip version or commit**

The defect is present at `eda2a03bfe5213ffef2fbbdefdf572be775f1e14`.

**Deployment mode**

Server deployment with an active GitHub App bot connection.

## What Changed

- Pass the endpoint ID from the existing authorized lookup route.
- Issue a short-lived installation token with metadata read permission.
- Reject inactive connections and invalid installation IDs without an
anonymous fallback.
- Distinguish missing accounts, rate limits, and installation access
failures.
- Add 25 lookup tests and update the connector guide and both access
maps.

The GitHub management service owns the provider behavior. The shared
route only passes its authorized endpoint ID. The request body and
response shape stay the same.

## Verification

- Passed: [full
CI](https://github.com/paperclipai/paperclip/actions/runs/40535979115)
on `38d1ebcebb08553f159b3b81ee1bb31d1fbbba8e`, including typecheck,
build, server and workspace tests, Runner checks, serialized suites,
eight E2E shards, and the final verification gate.
- Passed: Greptile 5/5 for the same head, with no open review threads.
- Passed: 25 lookup regression tests on the final test fixtures.
- Passed: 91 tests across five GitHub service suites before the
fixture-only change.
- Passed: `node scripts/check-maps.mjs` and `git diff --check`.
- The tests exercise actual GitHub request construction with provider
response fixtures. They assert the installation identity, metadata-only
token request, request count, and sanitized error details.
- `pnpm build` and `pnpm -r typecheck` could not complete because this
environment has no Cargo executable.
- Two standalone server TypeScript attempts were killed. The second ran
after the full suite was stopped, with a 5120 MiB Node heap limit. The 8
GiB container recorded two OOM kills. Neither attempt produced a
typecheck verdict.
- `pnpm test:run` was started, then interrupted after resource
exhaustion. Its first server phase did not produce a final verdict.
These local attempts remain incomplete. Full CI later passed for the
same head. A live authenticated bot lookup remains unverified.
- The initial frozen install stopped on an existing patch configuration
mismatch. Installation then succeeded with lockfile writes disabled. No
dependency or lockfile changes are included.
- GitHub documents installation-token support for [Get a
user](https://docs.github.com/en/rest/users/users#get-a-user) without
extra user permissions.

## Risks

- The lookup now requires an active bot connection and a saved
installation ID.
- GitHub rate limits can still occur. The error keeps the retry metadata
and tells the user to retry.
- No database migration or permission-policy change is included.
- This PR does not prove that a deployment contains the fix.

## Model Used

OpenAI Codex, GPT-6 family, with code editing, tool use, and test
execution. The recovered implementation was assisted by `gpt-6.1-sol`.
This session does not expose its exact model ID or context window limit.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All 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>
2026-10-27 11:19:14 -05:00
DottaandPaperclip bd382eee53 fix(recovery): explain retained source verification failures (#17773)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Workspace recovery must prove the identity of retained work before
it uses an allocation.
> - The verifier rejects several different contracts with the same
`source_binding_invalid` code.
> - A saved Retry can therefore stop before file preservation without
enough evidence for a safe repair.
> - Operators need a bounded observation of the selected source without
another attempt or weaker guards.
> - This pull request records closed failure reasons and adds an
explicit read-only inspection on the run page.
> - The benefit is a precise next diagnostic step while the saved work,
intent, and ownership fences remain intact.

## Linked Issues or Issue Description

Refs: #17741, #17053. This is a diagnostic follow-up. It does not change
recovery admission or the retained-source acceptance policy.

**What happened?**

A retained-source recovery exhausted in `verify_execution` with only
`source_binding_invalid`. Run and task diagnostics could not distinguish
an invalid reference, lease policy, source binding, or reopened
allocation. The normal recovery-actions read can also revalidate
recovery state, so it was not a safe substitute for a current read-only
inspection.

**Expected behavior**

Record an allowlisted reason at the rejected guard. Allow a reader to
inspect one exact task/run/action without changing its attempts, saved
input, receipts, or ownership. Clearly separate the recorded failure
from current identity observations.

**Steps to reproduce**

1. Prepare a terminal native run with a retained-source action and a
lease policy of `reuse_by_environment`.
2. Attempt source verification. The guard must still reject that policy.
3. Open the failed run and choose Inspect recovery, then Inspect current
source. The diagnostic should name `lease_policy_not_retained` and the
allowlisted policy.

## What Changed

- Split existing source-binding guards into closed reason codes. Keep
each acceptance predicate and physical recovery action unchanged.
- Persist validated, path-free reason/policy detail with future system
recovery failures. Keep historical generic records compatible.
- Add an explicit query on the existing task recovery-actions GET. Exact
company/task/run/action selection bypasses read revalidation. Run
selection lists at most 20 actions; inspection stops before per-lease
lookup when a record has more than eight sources.
- Add a manual inspection control on native export-failure run pages.
Keep resolved retained actions inspectable. Show recorded failure and
current recorded-source identity separately.
- Update execution semantics and feature/access recipes. The shared type
is the normalized server/UI contract; it contains no provider payload or
secret.

## Verification

- RED: the prior verifier failed both reason assertions for rejected
warm policy and foreign-run lease binding. GREEN: the final focused
source/HTTP, system-state, and UI suites pass 23 tests. The UI follow-up
passes 8 tests after the review fixes.
- HTTP tests prove exact selection, cross-company denial,
resolved-action access, reused-allocation rejection, redaction, and
unchanged actions, runs, leases, tasks, wakeup receipts, workspace
operations, and activity. A nine-source case proves bounded inspection
while the existing worker verifier still accepts all nine valid sources.
- Review follow-up: show allowlisted saved detail beside a changed
current observation, preserve all listed actions, and follow
exact-action selection in verified/limited/error tests. The prior
component fails the saved/current drift regression in an in-memory RED
control; the current component passes. UI typecheck/build pass again.
- `pnpm -r typecheck` and `pnpm build` pass. Token gates, maps, module
boundaries, and `git diff --check` pass.
- Rebased onto master `46de15ff4b` without conflicts. Range-diff proves
both diagnostic commits are unchanged. On new head
`a7e2bc87fcea75e76b6b736304d1287257f71174`, all 23 focused tests, full
typecheck/build, token gates, maps, and module checks pass again. Both
fresh reviews are 5/5 with zero unresolved threads. Final exact-head
GitHub status is CLEAN: 55 success, 2 skipped, 1 neutral, no pending
checks or failures. The [ci / verify
aggregate](https://github.com/paperclipai/paperclip/actions/runs/40387002325/job/121802415824)
passed in eight seconds. All test/build/typecheck/E2E lanes passed.
- Existing full workspace recovery suite: 56/56 pass (103.5 seconds)
before the byte-equivalent rebase. `pnpm test:run` hit repeated embedded
PostgreSQL initialization failure before database-suite assertions and
was stopped. No full local suite pass is claimed. The owned external
`_test` database provided the focused HTTP/source verification. The
prior browser attempt also stalled at Network.enable before its click;
that attempt did not establish browser acceptance.
- Current-head local browser acceptance passes through the actual run
page: Inspect recovery lists the exact action, Inspect current source
shows recorded generic failure separately from the current rejected
policy, and reload resets inspection to the explicit control. Explicit
selection works again after reload. The app used isolated data, an empty
inherited environment, a paused synthetic agent, and no provider
credentials. Final state remains failed/exhausted with zero attempts,
zero wakeup receipts, zero workspace operations, and unchanged original
generic failure. The local app and temporary tab were stopped. This
proves the diagnostic journey, not the deployed source's actual lease
policy or its recovery.
- Final merge verification at
`a7e2bc87fcea75e76b6b736304d1287257f71174`: GitHub reports CLEAN and
mergeable. Both repository-required checks, `ci / verify` and `ci /
e2e`, pass, as does the exact-head Greptile check (5/5, zero unresolved
threads). The separate [Entire
trail](https://entire.com/gh/paperclipai/paperclip/trails/7) has no
recorded reviewer approval; no such approval is claimed. It is not a
configured GitHub merge gate.
- Initial local setup failures were distinct from product assertions:
localhost sandbox EPERM required scoped local access; a browser harness
import path was corrected. A test UUID type inference error and
historical native-export UI selection gap were corrected before the
green run. The live task remains blocked; this diagnostic does not claim
it recovered.

## Risks

- This change improves evidence. It does not prove provider termination,
local descriptor integrity, or successful file preservation, and it does
not repair the original source.
- Current inspection spans multiple database reads. It is an
observation, not a historical cause or execution authority. It performs
no provider/filesystem calls and starts no retry or executor.
- The optional persisted detail is backward compatible. Unknown values
and extra fields are excluded. Oversized source lists remain uninspected
through this explicit diagnostic path; physical recovery rules do not
change.

## Model Used

OpenAI Codex based on GPT-6, with code execution and browser tools. The
exact serving model ID and context window were not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:21:28 -05:00
DottaandPaperclip 13709b4c7a feat(connections): let agents configure connections within delegated authority (#17737)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections provide governed tools, chat channels, model accounts,
and gateways.
> - Several management routes require a human board actor even when an
agent has the required grant.
> - Default agents must configure these resources within the responsible
user's authority.
> - This pull request adds a shared authorization path to the existing
REST and native API surface.
> - Human authentication, execution approvals, and local host boundaries
remain enforced.
> - The benefit is that a standard agent can complete authorized setup
with a bounded human handoff.

## Linked Issues or Issue Description

**Subsystem affected**

Server authorization, connection services, shared contracts, native API
discovery, database schema.

**Problem or motivation**

Connection administration is available in the web app but often
unavailable to agents. Agent grants, responsible-user authority,
credential ownership, and actor attribution need separate checks.
Opening gateway-token creation also requires preserving the issuing
agent's delegated authority during token use.

**Proposed solution**

Use the existing authorization evaluator for every connection family.
Enforce current responsible-user authority, effective trust, grant
scope, resource visibility, and target-agent access. Keep existing agent
grants unchanged. Expose authorized configuration through default
`search_api` and `call_api`. Save human authentication steps and let
agents continue after completion.

**Roadmap alignment**

This change completes the API access path for the existing Connected
Apps, Personal & Shared AI Accounts, and governed MCP Gateway
capabilities in `ROADMAP.md`. It follows the maintainer's requested
design. Related work: #11899 enforces connection execution access and
creator/manager rules; this PR extends agent management across
connection families. It does not replace that execution-policy work.

## What Changed

- Add shared connection management context and mandatory
responsible-user, trust, scope, and target checks.
- Allow authorized agents to configure tool, chat/email, GitHub/Slack,
AI, profile, and gateway resources through existing routes.
- Preserve human credential ownership and record the actual agent,
responsible user, and run or key in audit data.
- Preserve saved browser authentication handoffs and callback session
checks.
- Bind agent-issued durable gateway tokens to their responsible user and
recheck delegated authority at use.
- Add explicit REST transport and management capability metadata,
built-in guidance, and sensitive-response handling.
- Intersect caller and endpoint-agent Slack test/invitation policies,
including independent and shared rates. Require the addressed human’s
current endpoint identity link before completing identity handoffs.
- Add production-authenticated integration scenarios. Companion #17739
contains the saved setup UI (including the required human
import/rotation step), product and permission documentation,
catalog/Vercel credential and callback ownership, and operation maps to
keep each review below 100 files. Both PRs must ship together; merge
this implementation first, then its companion.

## Verification

- Current implementation head:
`2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master
`ea727dc3c2`, 99 files. The latest follow-up fixes the two valid
findings from the preceding f9 review. Exact-head Greptile has completed
at5/5 with no findings and Superagent passed. Full exact-head Linux CI
workflow40446606056 completed SUCCESS; only the queued external
Paperclip Review remains pending; earlier Linux passes do not qualify
this successor.
- Latest preserved-stack verification passed **2,165 tests** in fresh
PostgreSQL: **70 actual-auth scenarios**, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases. **141 existing
gateway/policy acceptance tests** also passed. Workspace
typecheck/build, maps and token gates passed. The first workspace
typecheck was blocked by sandbox tsx IPC permissions; its authorized
rerun passed. This is focused local evidence; the full Linux CI matrix
is still required.
- Issuer/target gateway policy regressions were red before the fix. Both
decisions now intersect, including Block/Ask first/rates, same
credential identity and current token/user/agent authority after
approval. Invocations retain their token and actual requesting agent;
deleted tokens fail closed. Thirteen actual-auth cases cover revocation,
narrowed scope, approvals, shared rates and board compatibility.
Intermediate missing-token attribution, review-context and
implicit-session actor failures remain in the qualification record; all
final cases pass.
- Activity pagination now retains a bounded cursor across private-only
windows. The actual-JWT regression reaches three older readable events
after 27 private ones without exposing private details. A native
device-login regression was red for plaintext receipts; local check and
test-call results now use existing protected-response handling. The
passing actual-auth case proves encrypted persistence, exact replay,
redacted history and no response asset.

- Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in
the existing connection-intent continuation test: periodic recovery
queued a repair at 01:21:47, the scripted journey completed the task at
01:21:48, and the extra queued run was cancelled at 01:21:49 because the
task was terminal. The assertion selected that latest cancelled run.
GitHub refused the first attempt while the workflow was nonterminal.
After completion, the single evidence-supported failed-job rerun was
accepted as **attempt 2** on the same head (workflow 40431202466). The
failed shard and final E2E aggregate passed on attempt 2, and the
complete Linux workflow for that head is successful. The original
failure remains part of qualification. No additional unchanged-code
rerun will be used for this failure.

- Companion CI also has an unchanged login-cleanup idleness timeout,
retained in its qualification record. That same 16-case suite passed in
this parent Linux run and a fresh local database. Both preceding
workflows passed after their single failed-job reruns as attempt 2; the
original failures remain recorded. No additional unchanged-code rerun
was used.

- Migration `0380_broken_aqueduct.sql` was regenerated through the
repository workflow after master took 0379 for project Git
authorization. It adds the responsible-user column with `IF NOT EXISTS`,
preserves upstream migrations, and satisfies snapshot retention and
migration safety checks.
- Upstream published Copilot v62 and v63 identities remain byte-for-byte
unchanged. The combined guidance is now v64, digest
`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`.
The normal shared TypeScript/Rust identity check and **61 Copilot
installation tests passed**. The old source-identity assertion first
failed against unchanged published v63; regenerating a new v64 preserves
the published release.
- Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI
token gates passed on the final combined stack after the upstream merge.
Node 24.22.1 / pnpm 9.15.4 were used.
- **Earlier 82 API/OpenAPI tests passed** in fresh PostgreSQL 18: 55
assembled-server scenarios and 27 contracts. They use real persistent
agent keys, run JWTs, human sessions, production defaults, and
deterministic provider fixtures. No actor injection establishes access.
- The new email regression was red before per-account scope filtering.
The Arcade regression was red before human ownership and inventory-key
fixes; it also verifies actual-agent audit identity and a human-session
inventory read. The activity regression measured **200 authorization
checks before the fix and one afterward** for the same one-item page.
- **82 GitHub UI tests passed**, including all three new
failed-replacement regressions that were red before their fix. The UI
preserves an earlier copy only after confirming its committed
generation. Changed or unreadable results block copying and reconnecting
until reconciled. Human-only secret responses now include their
nonsecret committed generation.
- Private test status now rechecks the originating principal and linked
task, including mandatory agent/responsible-user privacy. Cross-agent
tests require the full caller tool access decision and the same
credential identity, regardless of auth label; caller and target
policies/approvals and rate limits apply before execution and after
human approval. A profile-only precondition was found to reject valid
allow-policy and scoped-grant access and has been removed. Both
permitted-access cases and a no-auth-label identity regression were red
before the correction; caller-specific Block still prevents provider
execution. The private-status regression was also red before its fix.
- The tool-activity regression measured 100 capability decisions and 102
run captures on a 100-event page before the fix. It now uses two task
decisions and at most two captures while retaining the same 50 visible
events, private-event filtering, and 403 after audit-grant revocation.
The regression was red before request-context reuse and task-decision
sharing; final server typecheck/build also pass.
- Generic chat configure/reconnect now hands agent-supplied verification
credentials to the addressed human before provider work or vault
changes. Actual key/JWT regressions were red for Slack signing-key
replacement and generic channel secret-reference rebinding. They now
prove unchanged refs and vaulted signing value, human setup, permitted
agent bot-token repair, and governed test messages. All 82 API/OpenAPI
cases pass in fresh PostgreSQL. Eight native receipt protections and
final server typecheck/build also pass.
- The preceding review found that old healthy state could retire a
credential-entry card before a human changed anything. The actual-JWT
regression was red. Saved field generations now change only with
protected values and commit with refs plus a verification fence; retries
retain the baseline. Old health, bot-token repair and unchanged entry
stay pending. New signing verification and current authority permit
continuation. A separate red race proved that user revocation during
provider authentication could return 403 after refs changed; authority
is now checked before persistence and inside the credential transaction.
The final 82 API/OpenAPI cases, four neighboring real-database
Slack/GitHub lifecycle cases, and final server typecheck/build pass.
- A preceding full run crossed a rate-window boundary. Database rows
prove one consumed slot at 23:35 and another at 23:36 for the same
policy/bucket. Only Date is frozen in the rate test cases; transport and
asynchronous timers remain real. Production rate behavior is unchanged,
and the final full run passes. An intermediate fixture failure that
overwrote hidden generation metadata with an API projection is retained
in the qualification record.
- Linux CI on an earlier head found two rate-admission assertions that
omitted the newly persisted bucket key. The failures were reproduced
locally; both assertions now verify the exact actor/tool bucket and all
49 policy-service tests pass. The companion qualification record retains
the initial and intermediate failures. Catalog creator attribution is
preserved in the companion to keep this implementation review at 99
files.
- The latest review reproduced three regressions before repair: complete
human replacements failed on unavailable old signing secrets, fresh
GitHub links incorrectly selected reconnect, and different
credential-entry requests shared an idempotency key. Each old protected
ref now has a narrow known-unavailable fallback; unexpected resolver
failures and company/scope violations still abort. Fresh imports keep
their credential form, configured endpoints keep reconnect, and
canonical field sets/completion modes distinguish handoffs while
matching retries retain their baseline. All 55 actual-auth scenarios and
27 separately run OpenAPI contracts pass, as do server typecheck/build.
Companion #17739 also passes all 41 wizard tests including actual
fresh-form submission, UI typecheck, maps and token gates. Earlier red
results and a mistyped OpenAPI filename are retained in qualification.
- The configured GitHub handoff regression was red in the
browser-component tests and actual-auth link/persistence tests. Saved
links now name requested fields and all/any completion mode; the
companion form submits those supplied fields through reconnect and
retains other saved credentials. Webhook/client-secret reconnect remains
human-only; first-setup secret restrictions remain. All 46 wizard tests
pass, including combined modes and legacy links. A duplicate review
referenced the older companion bf760912; the current form is already
fixed, linked in the reply, and its thread is resolved.
- Linux CI on bf760912 failed automatic Slack provisioning because vault
persistence cleared an already verified manifest-update challenge. The
same regression was reproduced locally. The provider-owned helper now
preserves proof only for the current signing fingerprint and callback
URL. Eight existing compatibility cases pass, including this case and
initial GitHub secret rejection. The first uncommitted GitHub-field
variant also failed that initial boundary and was narrowed to reconnect;
both failures remain in qualification.
- The upstream merge conflicted only in generated migration metadata.
Upstream 0379 is preserved, normal generation/pruning produced 0380, and
two repeated applications of the idempotent additive SQL passed. The
final combined stack passed **128 tests** (55 actual-auth, 27 OpenAPI
and 46 wizard cases) in fresh PostgreSQL. Eight Google UI cases also
pass; the two protocol cases could not initialize embedded PostgreSQL in
this fresh local attempt. Their earlier passing evidence remains
historical; fresh Linux CI must execute them. Vercel personal credential
attribution is preserved in companion #17739 with its other
ownership/consent follow-ups, keeping this PR at 99 files.
- The suite covers fresh defaults, restricted users/agents, scopes,
personal isolation, token revocation, human handoffs, callback replay,
execution approvals, authorized self-targeted policy changes,
self-approval denial, and current authority before commit. Reproduce API
checks with `pnpm exec vitest run
server/src/__tests__/connection-management.integration.test.ts
server/src/__tests__/openapi-routes.test.ts`, using a fresh database
through `PAPERCLIP_CONNECTION_MANAGEMENT_TEST_DATABASE_URL` or the
default embedded test database.
- Companion #17739 also records consent separately from token refresh so
saved Google choices survive refresh. Its eight service-picker and two
local-HTTP OAuth tests pass; both new UI cases were red before the fix.
Normal migration generation confirms no SQL change is needed for the
additive JSON metadata.
- The integration module shares one assembled server, authentication
factory, and provider lifecycle to preserve the
HTTP-to-vault-to-task-continuation proof. A reused external database
caused a Slack fixture identity conflict; the fresh final run passed.
Earlier fixture/transport and contract-update failures remain in the
companion qualification record.
- The broad local `pnpm test:run` attempt remains blocked by macOS
embedded PostgreSQL's host semaphore limit. It is not a clean pass. The
fresh Linux CI matrix must complete. Provider fixtures do not prove live
setup or an empirical LLM success rate.
- A current-head completed Paperclip assessment is not yet recorded. Its
earlier external recovery boundary has not been bypassed, and no
incomplete assessment is reported as passing. The user authorized both
merges when checks pass; merge this implementation first, then replay,
retarget, and requalify companion #17739 against the squash-merged
master.

- After the master refresh, local workspace typecheck/build, **97
actual-auth/OpenAPI cases** and **141 gateway/policy cases** pass. The
original fixed database port was occupied; Docker assigned a free
localhost port. The first neighbor setup command could not resolve root
`tsx`, leaving its schema uninitialized; the built database package
migrated the separate fixture and all unchanged cases passed. Both setup
failures are retained in qualification. Fresh Linux CI remains required;
no full local test-sweep pass is claimed.

- The f9 Greptile review scored **2/5** for two reproduced findings:
Slack test sends skipped the caller’s tool policy, and healthy App
credentials completed an unconfirmed identity handoff. Both are fixed in
this head and have resolved evidence threads
([Slack](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927765),
[identity](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927895)).
Actual key/JWT cases cover twelve Slack caller/target/recipient
combinations; the human-session GitHub OAuth callback alone remains
pending until explicit confirmation. All **99 API/OpenAPI tests** (72
actual-auth + 27 contracts), workspace typecheck and build pass. On the
combined companion, all four focused cases (including the twelve Slack
combinations), typecheck/build and maps also pass. The continuation
suite’s 50 embedded-PG cases were skipped because its database could not
start locally; fresh Linux CI must run them. Initial fixture
credential-collision and audit-projection assertion failures are
retained with the red reproductions in the companion qualification
record. No full local sweep or live consent is claimed.

## Risks

- The maintainer explicitly confirmed authorized policy administration,
including self-targeted changes that loosen controls. These writes
require management grants and the responsible user’s current authority.
Agents cannot approve their own governed action requests or edit their
own principal permission grants. The actual-auth regression exercises
both permitted administration and those denials.
- This is a broad authorization change. Incorrect scope or owner
resolution could deny permitted setup or expose another user's
resources. Integration cases cover both permitted and denied requests
with actual authentication.
- The additive nullable gateway-token column does not infer identities
for legacy clients or backfill agent grants. Legacy agent tokens without
a responsible user fail closed.
- Provider fixtures test supported setup and callback contracts. They do
not prove live provider availability.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — focused suites above;
full local sweep remains blocked as documented
- [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 — exact `2ecd6451d0` Linux CI
completed SUCCESS; external Paperclip Review is still queued
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `2ecd6451d0` review completed; both f9 findings have resolved
evidence replies
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:20:24 -05:00
fengqing 05218571c3 fix(watchdogs): reject incomplete subtree scans (#15063)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task watchdogs verify stopped issue subtrees and restore valid work
paths.
> - A watchdog must read the full subtree before it can prove that all
paths stopped.
> - The current query stops after 100 levels and does not report omitted
children.
> - A running child beyond this limit can be absent from both review
dispatch and mutation checks.
> - This pull request reports an incomplete scan and blocks both
decisions.
> - Complete subtrees keep their current behavior and stop fingerprints.

## Linked Issues or Issue Description

Fixes: #15061

Related PRs: #11327 changes subtree loading but keeps the same depth
limit without a completeness result. #10331 changes mutation freshness
after watchdog writes. Neither patch covers this boundary. This patch
does not take code from those proposals.

## What Changed

- Keep the existing 100-level traversal limit.
- Check for an eligible child beyond the boundary in the same SQL
statement as the subtree read.
- Apply the same company, visibility, harness, and watchdog-origin
filters to this check.
- Return `incomplete` without a stop fingerprint when the scan omits
eligible children.
- Skip review dispatch and reject watchdog mutation revalidation for an
incomplete scan.
- Report incomplete scans through their own count and watched issue IDs.
Log each newly incomplete issue at startup or during periodic
reconciliation. Suppress unchanged results. Allow a new warning after
the issue recovers and becomes incomplete again.
- Add real PostgreSQL regressions for dispatch, a previously valid
mutation scope, the complete boundary leaf, and excluded children.
- Document the incomplete-scan behavior.

## Verification

- Base: `569c7203aa24b95440682983ce7940ba1d4247bd`. Head:
`06f68199656f979ef5eb4897851f0fbcbca592d3`.
- Before the fix, two real PostgreSQL regressions fail. The service
dispatches a review for a partial subtree. It also accepts a prior scope
after a running depth-100 child appears. The other 19 scheduler checks
pass.
- On the exact final head, `pnpm -r typecheck` and `pnpm build` pass on
isolated Ubuntu with Node 24.19.0, pnpm 9.15.4, and runner Rust 1.97.1.
- All 75 related tests pass. Run `pnpm --filter @paperclipai/server exec
vitest run src/__tests__/task-watchdogs-classifier.test.ts
src/__tests__/task-watchdogs-scheduler.test.ts
src/__tests__/server-startup-feedback-export.test.ts
src/__tests__/issue-watchdogs-routes.test.ts --maxWorkers=1`.
- Full `test:run` coverage passes across 29 logical groups: all official
stable-runner lanes plus supplemental service and script tests. The
selection covers all 900 server source test files without duplicate or
omitted selections. It also includes UI, CLI, and other workspace
projects.
- A separate validation tree applies both this PR and #15067 to upstream
`994d6edcdd4e15d5f9cc5cf8c135ac599104b86a` without conflicts. Type
checks, the build, and all 98 related tests across five files pass. Both
public PR heads remain unchanged.
- Four full server lanes required test-process environment corrections.
The host DNS search suffix resolved a `.invalid` fixture to an address.
Ancestor project authentication settings affected hire fixtures. The old
path-isolation tool also failed test imports with `EFAULT`. The exact
base has the same failures: 8 failed and 128 passed assertions without
isolation, then three failed imports with the old tool. All 136 checks
pass on both the base and this head with the corrected isolation. All
four original full lanes pass with the corrected tool, a resolver
without a search suffix, empty ancestor project settings, and the
standard Node path. No assertion or wait limit changed. The host
configuration remains unchanged.
- Earlier interrupted Ubuntu and Docker runs are retained and are not
counted as passes. This exact-head Ubuntu run passes the original chat,
port-conflict, and serialized lanes. The causes of the earlier host-loss
and timing failures are not fully established.
- The startup import regression in an earlier revision is fixed by a
diagnostics module with no database dependencies. All 21 startup checks
pass.
- Exact-head CI, including the added scans after marking the PR ready:
54 successful checks and 2 skipped checks. Greptile: 5/5, no outstanding
findings or follow-ups. Both review threads are resolved.
- The final audit rechecked issue authors, assignees, comments, 206 open
watchdog search results, root functions and fields, source history, and
related diffs. The latest upstream is
`994d6edcdd4e15d5f9cc5cf8c135ac599104b86a`. Its new patches do not cover
this root. No competing root repair was found within the audited scope.
The issue has no assignee or new comment.
- No model provider, production database, or user instance was used.
This verifies service behavior, not a full HTTP authorization bypass.

## Risks

- A subtree with eligible children beyond 100 levels now waits instead
of running a review. This is a deliberate safety boundary. It remains
blocked until the scan can include the full subtree.
- The boundary check adds a child-existence lookup to the existing
recursive query.
- No schema migration is required. Complete subtrees retain their
fingerprint format.
- This does not add unlimited traversal or close the separate race
between a subtree snapshot and later source mutations.
- The configuration lifecycle defect in #15060 is handled by separate PR
#15067. This branch does not include its schema or configuration
changes.

## Model Used

- OpenAI Codex, based on GPT-6, assisted with source analysis,
implementation, and test execution. The exact serving model ID and
context window are not exposed in this session. The agent used
reasoning, shell tools, GitHub CLI, and real PostgreSQL tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-26 20:53:47 -07:00
Nicky Leach baec3abd67 Authorize background project Git with explicit Connector consent (#17798) 2026-10-26 17:22:49 -07:00
Nicky LeachandPaperclip 835966dec8 Prepare agent-owned environments during hiring (#17761)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/1/changes/paperclip/1
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages agents and their execution environments.
> - New agent setup saves an inactive agent before model connection
tests.
> - Some plugins need that agent to prepare its execution resource.
> - The wizard tested without the agent ID, while the setup hold
prevented preparation.
> - Environment changes also discarded the selected model account.
> - This change prepares the saved draft during setup and keeps normal
execution held.
> - Users can test the prepared resource before they finish hiring.

## Linked Issues or Issue Description

**What happened?**

An agent-owned plugin environment could not acquire a test lease during
hiring. Changing environments also returned the user to Connect and
cleared the selected account.

**Expected behavior**

Keep the selected account, invalidate its test, and prepare the saved
agent resource in the background. Test that same agent before finishing
setup.

**Steps to reproduce**

1. Start a new Claude or Codex agent and select a saved account.
2. Change to an agent-owned plugin environment.
3. Try to finish setup or reconnect the account.

Related: #17750 defers probes until after hire submission. This change
implements preparation during the wizard instead. The related PR search
and ROADMAP review found no other implementation of this setup
preparation path.

## What Changed

- Add the optional `requiresAgent` driver declaration. Require agent
lifecycle participation when it is set.
- Prepare saved drafts on creation or environment changes. Keep the
setup hold and wait in `verifying` without background verification
scans.
- Bind tests to the saved agent. Return a warning without allocating a
lease when the required agent is absent or still preparing.
- Preserve the account and configuration step when the environment
changes. Save the selection and invalidate the old test.
- Show active preparation and support authorized retries. Keep approval,
company, budget, and normal task admission controls.
- Document the contract and cover lifecycle, lease, manifest, and wizard
behavior.

## Verification

- Server and UI TypeScript checks passed.
- 112 wizard and setup helper tests passed. The shared manifest suite
passed.
- 123 lifecycle, policy, lease, and environment-test API cases passed
after the approval-gate fix. The diagnostic and driver suites and all 80
agent adapter route tests also passed.
- Token gates, module boundaries, map validation, and whitespace checks
passed.
- All 66 lifecycle/policy cases passed after the stopping-draft
permission fix. The new real-DB route case verifies creator success,
other-creator denial, and refusal to complete a hire while stopping.
- Full workspace typecheck and build were attempted. Both stop at the
unchanged Rust Runner step because Cargo is not installed on this host.
- CI on 43be3c93d passed all automated checks, including full test
shards, typecheck, build, Rust checks, browser suites, and canary
checks:
https://github.com/paperclipai/paperclip/actions/runs/40368174530.
- The full local repository test command was started. Two unchanged
workspace tests assume Git's initial branch is master; this host
defaults to main. Both fail in isolation under the host default and pass
with process-scoped init.defaultBranch=master. The broad run was stopped
after those confirmed fixture failures; CI supplies the full clean
check.
- Early new-test failures were fixture collisions and an unscoped sweep
assertion; the fixtures and assertion were corrected. One route-suite
load raced with SDK output regeneration; rebuilding first and running
the suite afterward passed.
- Initial CI exposed a route mock missing the new prerequisite lookup.
The fixture was updated and a real HTTP no-lease case was added; all 54
cases in that route suite pass. Security review identified allocation
before required approval; the new approval gate and its tests address
it.
- CI on 50b5a08af reported 32 of 33 expected calls in the unchanged
cleanup-history scheduling test. Its isolated case passed locally
without cleanup-code changes; the original failure remains recorded and
the final CI run passes on the current head.
- Standard Greptile reviewed 43be3c93d at 5/5. A subsequent deeper
review identified runner selection, stale detail reads, error retention,
and test file size issues; 70343387b addresses all four with resolved
threads. Standard review returned 5/5 on that commit and again on
rebased head fda42c5ab. The rebase preserves master's new managed
environment skill declarations alongside requiresAgent. Full CI on
fda42c5ab passes: 55 successful checks, two intentional skips, no
failures. Run:
https://github.com/paperclipai/paperclip/actions/runs/40405121641.
- After those fixes, 133 UI tests and 61 lifecycle/policy cases pass;
all eight focused UI regressions fail against the previous
implementation and pass with the fix. Token, map, and whitespace gates
pass. The stale-read fixture initially omitted the setup URL because
navigation is mocked; following the URL activates the real detail query
and reproduces the race.
- UI TypeScript passes. This host's server dependency links now point to
a separate scratch checkout lacking requiresAgent, so the ordinary
server check reports that missing property. A no-emit check pinned to
this branch's shared declarations passes; it disables declaration
generation and supplies explicit local type roots. The first temporary
configuration lacked those type roots; the corrected configuration
passes. CI remains the full workspace verification.
- After rebasing onto 8373d7867, all 133 UI, 61 lifecycle/policy, and 44
manifest cases pass again, as do UI TypeScript, token, map, and
whitespace checks. The server no-emit check now hits three mismatched
SDK/Runner declarations from the scratch dependency links; these are
outside this change. Full CI builds the complete dependency set.
- Review cycle: the first Apex review scored 3/5 with four findings. All
were fixed together, the branch was rebased to resolve a schema
conflict, full CI and standard Greptile passed, and a second Apex review
returned 5/5 on fda42c5ab with zero new comments. All six review threads
are resolved, and the PR is conflict-free. Review:
https://github.com/paperclipai/paperclip/pull/17761#issuecomment-6422635718.
- No live provider resource was created and no deployment was performed.

## Risks

Plugins must opt in and ship a compatible declaration. Companies
requiring hire approval keep drafts paused and defer allocation and
verification until approval. Other companies prepare drafts during the
wizard under their existing agent-creation authority; the setup hold
still blocks ordinary work. Preparation uses existing lifecycle
ownership, retry, and cleanup paths. The open wizard polls only while
preparation or stopping is active. No database migration is required.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR using the bug report fields
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run the targeted tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks
- [x] All Paperclip gates are green — 55 successful checks and two
intentional skips on fda42c5ab
- [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>
2026-10-26 15:21:47 -07:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists and inboxes are the main entry points to that work.
> - Cold opens fetch overlapping task lists, task descriptions, and run
details before useful rows settle.
> - Independent responses can insert rows above content that a person
has started to read.
> - This pull request loads a small task index first and adds details
only for visible rows.
> - It keeps row order and geometry stable while those details arrive.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cold opens of Tasks and Inbox, including the shared navigation badge.

**Subsystem affected**

Server list reads, shared response contracts, and the React UI.

**Current behavior**

The badge fetches full task bodies. Mine fetches several overlapping
lists. Historical diagnostics and row metadata add work before the first
useful list. A fast failed-run response can appear before task rows,
then move down when tasks arrive.

**Proposed behavior**

Load the selected inbox source and its required context together. Use an
index without task descriptions or recovery diagnostics. Fetch
diagnostic details for up to 50 visible rows. Keep skeletons, recovery
indicators, external status, and live metadata in fixed space.

**Reason and benefit**

Reduce work on a cold open and prevent loading-induced row movement. On
the same 100 local fixture tasks, the compact response was 262,441
decoded bytes and the index was 110,909 bytes. This comparison excludes
compression and is not a page latency benchmark.

**Breaking changes**

Existing full and compact responses remain available. New index/row
projections are opt-in and marked as partial data. Mine keeps its
existing most-recent-100 display limit, now selected on the server.
Existing filters and group preferences remain in the client. No database
migration.

**Additional context**

Refs: #17593. Related: #13095, #17428, #13803. This change addresses
collection overfetch and layout stability. It does not replace the
blocked-inbox query work or the database activity-index work.

## What Changed

- Add authorized index and row projections, with bounded task and parent
ID batches.
- Replace badge list downloads with unread IDs and aggregate counts.
Preserve actor privacy, dismissals, and local archive behavior.
- Load only the selected inbox source, plus bounded parent and
failed-run context. Return only relevant failures from the bounded run
window.
- Batch hierarchy reads, including at most one authorized child per
collapsed parent in one request. Collapsed markers do not consume the
expanded row budget, and partial descendant counts are not shown as
totals. Enrich visible rows without replacing membership, ordering,
titles, or read state.
- Reserve row geometry on desktop and mobile. Reveal the initial inbox
only after its sources settle. Preserve legacy task-list reads.
- Start collection module downloads during access checks. Keep partial
rows out of the task-detail cache.
- Keep ETags and concurrent request sharing for the new projections, but
skip the short server response TTL so archive undo sees fresh state.

## Verification

- On final head `ef6afb2a56`, the full CI workflow passed, including
build, typecheck, server/workspace/runner suites, and all eight browser
shards. A server shard reported **1,489 passing tests** before runner
shutdown canceled the job; its single infrastructure retry passed. Both
Greptile and Paperclip Review are **5/5**, with zero unresolved review
threads.
- The optional external **Entire Gates** check remains `unassessed`
because it has no active assessed Change for this comparison. Entire is
not set up in this checkout. The repository ruleset requires `ci /
verify` and `ci / e2e`; both passed. No gate configuration was changed.

- Passed workspace typecheck after the final API batching change. The
full production build also passed on the final commit; the exact-retry
E2E run built the shipped UI.
- Passed token gates and map validation. The final batch-preview pass
has 91 passing route/hierarchy/component tests, including privacy,
request bounds, 30 collapsed parents in one read, and a 120-child parent
alongside a sibling.
- Passed the 166-test focused UI/inbox/badge run, 47 additional UI
regression tests, and 34 issue-list route tests. The latest regressions
cover low-trust agent badge IDs, cold company selection, 30
description-only Mine matches with archive actions, retrying optional
row details, and collapsed/expanded siblings.
- The full local `pnpm test:run` spanned the rebase and reported
failures in five suites before it was stopped; it is not claimed as a
complete pass. A fresh serial rerun of all five suites passed
**452/452** tests (tool gateway, native resume, project repositories,
workspace recovery, and runner selection). Full current-commit coverage
is checked by CI.
- Real browser: delayed index and row-detail responses on Tasks and
Mine. The first placeholder and first row had the same origin and
44-pixel height. Twelve rows on each page had zero position, height, or
title-width change after recovery details arrived.
- Real browser: reviewed long titles and recovery status at a 390 by 844
viewport. Task text stays on one line and recovery uses a compact
indicator.
- Three fresh document loads per page on final commit `260893bf92`, with
HTTP cache retained on a warm local development server: Tasks
1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead
is included. These values must not be compared directly with staging
latency or the earlier local samples taken during a full test run.
- The browser archive test exposed stale results after Undo. The new
projections now bypass the server TTL; immediate-mutation regression
tests pass. The final browser retry passed: Archive followed by Undo
restored exactly one row and the badge count.

- CI exposed a hook-order crash when company selection resolved after
the first inbox render. The hook now runs before the empty-company
return. All seven affected exact-retry and legacy-continuation browser
scenarios pass locally after the fix.
- Real browser review regressions: 97 description-only source matches
retained Archive actions; deliberately failed optional row reads
displayed a retry notice while all 12 observed row positions and heights
stayed unchanged. Retry restored the recovery indicator. Network fault
injection was removed.

- The final production build and workspace typecheck passed. Final
focused verification passed 153 UI/helper tests and 26 heartbeat privacy
route tests. Final review regressions cover newer diagnostics arriving
during the index read, reloading diagnostics when the same task ID
changes version, optional source failure/retry without hiding available
rows, and required external-status filter failure. The latest-failures
route test verifies bounded selection, agent filtering, success
suppressing an older failure, and private-run redaction.
- Real browser: deliberately failed the run source, then retried it.
Twelve available task rows kept the same position and 44-pixel height
before, during, and after retry. No loading skeleton replaced them.
Fault injection was removed.
- Hierarchy review decision: the cold-open barrier stays because
inserting ancestors or expanded children after revealing index rows
would cause layout shifts. Existing hierarchy context now survives
subsequent requests, with a regression proving a new ancestor read does
not blank the list. The bounded recursive tree read can still add
latency for unusually deep expanded trees.

- Tasks now handles a failed external-status filter with an explicit
error and Retry, suppressing a false empty state. All 52 Tasks component
tests pass, including failure-to-success retry. One existing large-tree
test timed out while workspace typechecking ran concurrently; the whole
component suite passed when rerun without that competing work. Workspace
typecheck, the full production build, and token gates passed for this
fix.

## Risks

- Saved filters and grouping still operate on the existing bounded
collection. This is not a new global server pagination model.
- Fixed row slots reduce available title width. Long titles remain
accessible through task navigation.
- Recovery and related diagnostics arrive after core rows. Their
responses cannot replace ordering fields, and stale versions are
rejected.
- Index/row requests now revalidate against current data instead of a
short server TTL. They still share concurrent reads and use ETags.
- This has not been deployed by this pull request. Staging latency must
be measured after deployment under comparable conditions.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and
context-window size are not exposed in this session. Used code editing,
terminal execution, and real-browser diagnostics.

## 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>
2026-10-26 14:29:20 -05:00
DottaandPaperclip a1f77821b9 perf(tasks): show recent conversation before historical activity (#17593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task page must show the instruction and current conversation
quickly.
> - The current page waits for related task data and historical run
transcripts.
> - These reads grow with task history, even when the reader only needs
the latest answer.
> - This pull request gives cold opens a small initial view and loads
older history on demand.
> - Messages and runs observed while the page stays open remain visible.
> - The benefit is a readable task before historical diagnostics finish
loading.

## Linked Issues or Issue Description

Related: #14667 and #16229. The first changes the reveal gate and scroll
anchors. The second adds general history pagination. This PR adds a core
task read and a folded recent-conversation view. It preserves the
default full-read API contracts. The shared files will need coordination
if either related PR lands first.

**What existing behavior does this improve?**

Cold opening an ordinary task with a long conversation or large run
logs.

**Current behavior**

Task enrichment and historical transcripts delay the readable
conversation. A cold open can fetch several megabytes of tool activity
before revealing saved messages.

**Proposed behavior**

Show the task instruction, recent saved replies, latest human input, and
the latest run's conversation data first. Fetch older messages and full
run activity when the reader chooses **More messages**. Retain new
messages while the page stays open.

## What Changed

- Add an authorized core issue view that skips related enrichment. Keep
enrichment on the existing detail read. Share task mutation, rollback
and invalidation updates with the core cache.
- Add a bounded recent-comment read. Preserve the first human
instruction when no description exists, including legacy rows with a
NULL author type. Keep company and task access checks and comment
redaction.
- Add optional recent activity and run-summary views. Fetch original
input receipts for visible comments separately so delivered messages
stay out of the queue. Reconcile watched unfinished runs after a
reconnect beyond the preview window, removing deleted runs after
reconciliation.
- Filter the latest native run's initial events to assistant messages,
request lifecycles and terminal results. Full event reads remain
available on expansion. Legacy fallback reads use a small tail extended
to the first complete record. HTTP cancellation aborts the storage read.
- Retain observed messages across cursor catch-up and new runs. Apply
local cancellation and deletion to both caches and their task aliases.
Refetch locally seeded history pages on expansion. Preserve expansion
across identifier and UUID links. Keep deep links, classic tasks and
Agent Chat on their existing full-history path.
- Update API documentation, design guidance, capability maps and
regression coverage.

## Verification

- Final acceptance on `9ea0b15ae44d9f6d2c9a9f824b4835f299f92979`: all CI
gates passed, including server/UI tests, all eight browser shards,
runner checks, full typecheck and build. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/40326990328).
GitHub reports 55 successful checks, two intentionally skipped checks,
and one neutral Paperclip Review check described below. No checks are
pending or failed; Greptile is 5/5 and no review threads remain open.
- October 26 merge update: merged current `master`. The only conflict
was in task-page imports; both the compact-history hook and the new
live-update hooks remain. All CI tests and build jobs passed on
`044fd6733d`. Fresh review found canceled-comment cache drift, legacy
human-comment filtering, send-then-expand truncation, and partial legacy
log records. These defects were fixed in `af3d66a5bd`.
- Review-fix verification: 470 tests pass across ten affected suites,
including all six PostgreSQL cold-open tests without a helper override.
Cancellation/delete and send-then-expand regression tests failed before
the fixes and pass afterward. Coverage includes task identifier/UUID
reopen, stale in-flight reads, legacy NULL author types, local-file and
object-storage tails cut inside UTF-8 text, route forwarding, and
request cancellation. Full workspace typecheck and production build,
token gates, map validation and diff checks pass.
- Follow-up review found that a failed expanded legacy read lost its
record-alignment state on retry. `9ea0b15ae4` commits the expanded
window only after a successful read. The new regression fails before the
fix and passes afterward; all 19 transcript tests, UI typecheck, UI
build and token gates pass. Greptile reviewed this commit at 5/5 with no
actionable findings, and all review threads are resolved.
- The final Paperclip Review check ended neutral because its execution
did not complete; no passing Paperclip assessment is claimed. Its
earlier four concrete findings were fixed and regression-tested.
Greptile and the security scans completed successfully on the final
commit.
- The preceding `af3d66a5bd` CI run was canceled when superseded by the
retry fix. Its server shard 11 check briefly reported failure, but the
job API records cancellation and its test step passed all 1,750 tests.
This superseded run is not used as final CI acceptance.
- 549 focused tests pass on the final implementation across nine task
UI, activity-route, OpenAPI and PostgreSQL suites. These cover pending
history, desktop/mobile visibility, expansion, retained runs, message
bursts, cancellation recovery and queued-comment removal in both views.
- Legacy expansion keeps the latest answer visible while fetching and
deduplicating older output.
- Five PostgreSQL tests pass for core access denial, recent comments,
missing-description instructions, event paging and bounded activity/run
reads. macOS could not start another PostgreSQL cluster because it
exhausted its semaphore limit. These tests used a separate disposable
database on an existing local server through a temporary test setup
override. The helper was restored afterward.
- Full workspace typecheck and build pass with the final state fixes, as
do token gates and capability-map validation.
- Token gates, capability-map validation and `git diff --check` pass.
- Browser proof used a disposable task with 80 comments and six large
run histories. The cold view showed the instruction and recent exchange.
**More messages** revealed older comments. Navigation away and back
preserved expansion.
- Local HTTP sample: core 50 ms, recent comments 24 ms, recent run
summaries 17 ms. The latest native conversation response was 839 JSON
characters / 8 ms; its full event response was 1,099,005 / 86 ms.
Browser content paint was 1.34 seconds with development assets cached.
These are local observations, not staging latency claims.
- The first CI run passed every job except four board-send browser cases
and the review threshold. Those browser fixtures only mocked the old
comments endpoint; they now serve both recent and full reads, retaining
all message and attachment assertions. Both initial review findings were
fixed with regression tests. The next CI run passed every job. The
deeper review identified core-cache mutation, older delivery receipt and
retained run-status gaps; those are now fixed with regression coverage.
Final review is 5/5 with zero unresolved findings. Final-head CI
initially failed one unchanged runner shutdown test
(`runnerd-codex-transport.test.ts`, timeout-attachment case) with
`NativeSessionCloseUnrecoverableError`; all other CI jobs passed. The
same runner code passed on 971a762f80. A targeted local reproduction
also failed during provider drain. The failure is outside the changed
task loading paths; its underlying cause remains unresolved. The single
failed-job retry passed on the same head; this demonstrates recovery,
not a root-cause fix. All CI gates passed on the previous implementation
head `9004f94f28`: [CI run and
retry](https://github.com/paperclipai/paperclip/actions/runs/40192334629).
- `pnpm test:run` was attempted and stopped after repeated embedded
PostgreSQL startup failures. The native session suite recorded 15
database-related failures; other database suites could not start. No
complete local suite pass is claimed.

## Risks

- The compact view intentionally omits older diagnostics until
expansion. Existing open questions and approvals still use the current
interaction and run paths.
- Previously observed comment and activity rows remain cached while
open. The newest preview and incoming cursor pages refresh; this does
not add a general historical-edit synchronization protocol.
- Recent views are optional. Existing full API callers retain their
response shape and behavior. No migration is required.
- A legacy tail can exceed the requested byte limit by the prefix of its
first log record. Backward reads stop at the preceding record boundary
and honor cancellation.
- Staging has not been deployed or qualified with this change. Instance
startup latency is separate from task history loading.
- The related open PRs touch the same task-history files.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing, shell
tools and browser testing. The exact serving 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 — 549 affected task tests;
the full local suite and unrelated runner failure 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>
2026-10-26 08:11:39 -05:00
DottaandPaperclip 5cea9c7c0e fix(ui): show eligible wake targets when resuming tasks (#17521)
## Thinking Path

> - Paperclip manages agents and their assigned tasks.
> - A task pause controls execution without changing task status.
> - Resume can remove that pause and request work from eligible
assignees.
> - The preview counted blocked tasks and former executors as wake
targets.
> - The release route correctly skipped those targets, so the dialog
promised work that did not start.
> - Resume also trusted stale pause snapshots after tasks were reopened.
> - This PR aligns preview with execution eligibility and rechecks
current task state when releasing a pause.

## Linked Issues or Issue Description

**What happened?**

Pause an assigned blocked task, then open Resume. The dialog says that
one task will resume and offers to wake one agent. Applying it only
removes the pause. The route skips blocked and backlog tasks. A former
executor can also inflate the wake count after reassignment.

**Expected behavior**

The dialog must distinguish removing a pause from starting work. Its
wake count must use the current assignees and statuses accepted by the
release route. Blocked work must stay blocked.

**Steps to reproduce**

1. Open an assigned blocked task.
2. Choose Pause work, then Resume task.
3. Inspect the wake count and apply Resume work.

Related runtime recovery work is tracked separately in #17097 and
#17439. This PR does not change remote execution recovery.

## What Changed

- Share the resume status list between preview and release. Count only
current assignees on todo, in-progress, and in-review tasks for resume
wakes.
- Explain that Resume removes the pause. Show the existing preview
warnings, including tasks that remain idle.
- Disable and uncheck the wake option when no agents qualify. Send the
same choice to the server.
- Reevaluate previously skipped pause members after reopening or
releasing another hold. Retain active-pause and unsafe-execution guards.
- Add real PostgreSQL and HTTP-route regressions plus browser coverage
for both task interfaces. Keep draft, ancestor-pause, and
Stop/reconciliation coverage.
- Update the task coordination maps. Add an opt-in dedicated test
database URL for hosts where embedded PostgreSQL cannot start.

## Verification

- Final head `9548eb16736f632cc111a5c13a9a994ec1d95a13`: all 55
completed checks pass, with two optional Storybook checks skipped. [CI
40188094904](https://github.com/paperclipai/paperclip/actions/runs/40188094904)
passes, including typecheck, build, all general/serialized suites, and
all eight E2E shards. Greptile is 5/5 on this commit; the reopened-task
finding is fixed and resolved.
- Red: the real PostgreSQL regression receives three agents instead of
the one eligible current assignee on the original code.
- Green: all 27 tree-control service, route, and unit tests pass. They
cover current assignees, blocked/backlog exclusions, reopened tasks,
company boundaries, remaining pause holds, and execution blockers.
- The reopened-task route regression fails on the previous
implementation: skipped members never reach preflight/wake, and an
unsafe replay releases the hold instead of returning 409. All cases pass
with the fix.
- Browser: all five applicable cases pass together (90 seconds):
blocked-work resume in both interfaces, draft/ancestor-pause cases in
both interfaces, and the process
Stop/pause/reconciliation/restart/cancel lifecycle. The optional
native-runner fixture is skipped locally because its fixture binary is
not configured.
- All 157 task-page component tests pass on the prior commit; subsequent
changes affect the server route and Stop fixture only.
- `pnpm -r typecheck` and `pnpm build` pass before rebase, and CI
typecheck/build passed on the previous PR commit. Server typecheck
passes again after the route fix. The final-head CI run also passes
these full checks.
- `node scripts/check-maps.mjs`, `node scripts/check-token-gates.mjs`,
and `git diff --check` pass.
- Full `pnpm test:run` was attempted but did not complete: this host
cannot initialize embedded PostgreSQL, and unrelated workspace-runtime
tests timed out. The focused database tests and E2E suite use disposable
PostgreSQL 18 instead. All general-test and serialized-test CI shards
passed on the previous PR commit; the final-head CI run also passes
every test shard.
- The first CI run caught the existing Stop test trying to check a
disabled wake option for blocked legacy work. It now asserts zero wake
targets and retains the no-execution-before-reconciliation checks.
- Earlier E2E attempts exposed fixture problems: assignment started the
fixture before it was paused, and the classic interface had two matching
editor nodes. The fixture now enables dispatch after the hold exists and
scopes the final assertion to the task composer. No product assertion
was removed.

## Risks

Resume preview is a snapshot. The release route still checks current
status, assignment, and execution blockers. It does not bypass approval,
budget, or recovery gates. Pause, cancel, and restore keep their
existing affected-agent semantics. The test database override only
accepts a dedicated database name ending in `_test`; it runs migrations
before the suite and closes its clients afterward.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-25 21:49:52 -05:00
Devin FoleyandPaperclip bf9a8551c3 perf(issues): filter queued comment wakes by task (#17613)
Apply the existing typed task identity filter in PostgreSQL before returning queued-comment wake controls. Preserve queue selection, ordering, payloads, and current run ownership checks.

All 84 route tests, build, typecheck, exact-head Greptile 5/5, and required CI pass. The old source fails the new deferred and queued byte budgets; corrected reads preserve the complete response and all saved rows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 07:51:28 -07:00
Devin FoleyandPaperclip 50797ea03c perf(issues): narrow queued comment wake display reads (#17570)
Read only typed queue display inputs from saved wake payloads and only runtime mode from queued runs. Preserve complete rows for locked edits, discard, steering, and interruption.

Validation: 93 focused route and policy tests, full build and repository typecheck. PostgreSQL fixtures preserve identical queue responses and saved input with less than 4 KB of read values; restoring the full wake read fails at about 1.8 MB. Exact-head Greptile 5/5 (medium), all CI checks green, and zero unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:41:14 -07:00
Devin FoleyandPaperclip f978a521ff perf(heartbeat): narrow workspace operation access reads (#17565)
Read only the current run access fields and typed workspace binding for workspace-operation polling. Keep the current privacy decisions, operation checks, and complete run storage.

Verified focused run-state, live-event, and real database privacy-route tests, full build and typecheck, all CI checks, and exact-head Greptile 5/5 with no unresolved threads.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:21:15 -07:00
Devin FoleyandPaperclip 1ad8f25c77 perf(heartbeat): narrow queued comment polling run reads (#17560)
Read current control facts and typed issue/adapter bindings for queued-comment polling. Keep full mutation and execution reads, native preparation and steering, authorization, and stored evidence.

Validation: full build and typecheck, 160 focused tests plus two assembled route regressions; exact-head Greptile 5/5 (medium), full green CI, zero unresolved threads. Old-route counterfactual transfers 2.5 MB versus less than 2 KB.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 23:53:39 -07:00
DottaandPaperclip d0c8f0b090 fix: explain project access denials and add an authorized repair path (#17509)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents may read only the projects in their allowed scope.
> - Workspace setup correctly stops a task outside that scope.
> - The task previously showed a generic failure, and agent settings did
not offer an additive repair.
> - This pull request explains the denial and lets authorized operators
add projects while preserving other restrictions.
> - The saved task then offers an explicit retry. Saving access does not
start work.

## Linked Issues or Issue Description

**What happened?**
A project access denial appeared as an ordinary failed attempt.
Operators could not add a second allowed project from agent settings.

**Expected behavior**
The task should explain the denied access and link to a working
permission editor. The editor should preserve existing scope and
restrictions, enforce operator authority, and retain drafts after a
failed save.

**Steps to reproduce**
1. Assign a low-trust agent to a task whose project is outside its
allowed projects.
2. Let workspace setup deny project access.
3. Open the task, follow Manage project access, add the project, save,
reload, and return to the task.
4. Confirm that the saved message remains and Retry task is a separate
action.

## What Changed

- Record a typed, non-retryable project denial before provider dispatch.
Project denials do not enter automatic continuation or provider comment
policy.
- Project current and historical setup denials into a safe task notice.
Keep unrelated failures, prior assignees, and approval/pause/budget
gates separate. Recheck current project authority, including standard
trust and root-issue grants. Accepted retries keep their working state.
- Add board-only project-access reads and additive saves under the agent
row lock. Enforce company scope, agent-management authority,
pending-approval restrictions, and an audit record for new additions.
- Add the production notice and searchable multi-project editor,
including read-only, saving, cancellation, and failed-save states.
Preserve the return-to-task query through canonical agent redirects.
- Register board-only project-access routes in OpenAPI with a strict
request schema.
- Add production Storybook examples and API/persistence/concurrency
regressions. Retain the approved design snapshot and update the behavior
maps and implementation contract.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook`,
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs`.
- Passed: 11 permission/projection tests and 30 run-completion tests
against an isolated PostgreSQL database. These cover historical
failures, concurrent additions, idempotent audit, preserved
restrictions, foreign projects, read-only users, agent self-grants, and
no automatic wakeup.
- Passed: all 27 OpenAPI route tests, including route coverage and the
new board-only request/response contract.
- Browser: the real app displayed a historical denial; Manage project
access opened the editor; saving retained the original project and
survived reload; Return to task showed the ready notice. Saving created
one audit event and zero runs. Explicit Retry returned 202 and reached
the separate sandbox requirement, which remained enforced. No external
provider was used.
- All five production Storybook interaction checks pass: blocked task,
save, cancellation, failed-save recovery, and read-only settings. These
use fixture callbacks; durable authorization is covered separately
above.
- `pnpm test:run` was attempted locally but stopped after repeated
embedded PostgreSQL startup failures caused by macOS semaphore
exhaustion. Full-suite CI is required before merge. The separate UI
suite passed all 9,095 tests. The 41 focused server regressions also
passed after rebasing onto the latest master. A further 26
recovery-classification tests pass, including a red-to-green regression
for automatic continuation after a project denial.

## Risks

- No schema migration. The new endpoint only adds same-company project
IDs and preserves the rest of the stored policy.
- The historical notice recognizes one exact setup denial message. It
does not display arbitrary run errors or disclose a different source
project's identity.
- The retry still passes all current admission and isolation checks. The
notice does not promise that other execution requirements are satisfied.
- Related open work: #13309 covers inherited secret restrictions; #11234
covers the broader repository catalog. This change does not replace
either policy surface.

## Model Used

OpenAI Codex (GPT-6), with code execution and browser tools. The precise
runtime model ID and context-window size were 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
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused server and full UI
suites; full-suite infrastructure limit 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>
2026-10-24 16:16:29 -07:00
b6591c93a0 fix(issues): validate UUID query parameters on list and count endpoints (#17389)
Reject malformed UUID filters (participantAgentId, projectId, workspaceId, executionWorkspaceId, parentId, parentIssueId, descendantOf, createdFromIssueId, labelId) on GET /api/companies/:companyId/issues and /issues/count with a 422 instead of letting Postgres fail the uuid cast with a 500.

Fixes PAPERCLIP-BACKEND-4M.

Co-Authored-By: Devin Foley <devinfoley@users.noreply.github.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-24 14:31:24 -07:00
DottaandPaperclip 0eb2c964a7 fix(agents): allow runner qualification with agent configuration permission (#17448)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent owners configure the harness and computer used for that work.
> - A legacy runner upgrade must first qualify an unverified sandbox.
> - The upgrade called an instance-admin probe, so a company owner with
agent configuration permission received HTTP 403.
> - This pull request qualifies the saved computer through the agent's
existing configuration authorization.
> - Company owners can complete the upgrade while general instance
environment management stays restricted.

## Linked Issues or Issue Description

Refs #17361. Related: #17122.

**What happened?**

Upgrade runner displayed for an existing Claude agent on a Daytona
Paperclip Computer. Clicking it returned “Instance admin access
required” for a cloud company owner. The agent remained on the legacy
runner.

**Expected behavior**

A caller permitted to update the agent can qualify that agent's saved
computer and upgrade. Instance-admin access is not required for this
agent-scoped operation.

**Steps to reproduce**

1. Sign in as a cloud company owner with `agents:configure` and no
instance-admin role.
2. Open an existing legacy Claude agent on an unqualified Daytona
snapshot.
3. Select Upgrade runner.

## What Changed

- Add `POST /api/agents/{id}/qualify-runner` with the existing
`agent_config:update` guard.
- Reuse the server's effective environment resolver. The submitted
environment ID only detects stale state; it cannot select a different
computer.
- Preserve company binding checks, check binding again at lease
acquisition, and record agent-scoped audit activity.
- Return qualification status and the lease receipt without
instance-level provider metadata or raw provider errors.
- Use the new endpoint for the existing-agent upgrade. Keep the generic
environment probe restricted to instance admins.
- Disable Upgrade runner when an unsaved computer change resolves to a
different target, with a save-first explanation. Other draft settings
still accompany an upgrade.
- Add real-database authorization regression tests and update the API
contract and access maps.

## Verification

- Red: the existing UI called the instance-wide probe and failed the new
agent-scoped call assertions in eight upgrade cases.
- Green: 349 related route, provider qualification, runner selection,
and UI tests passed.
- Green: 12 authorization cases passed with real PostgreSQL, real HTTP
routes, real saved role grants, and a simulated provider boot. They
cover the cloud owner, removed grants, foreign agent/computer, inherited
targets, stale target, invalid body, archived/local target, redacted
failure, audit scope, and unchanged agent settings.
- Review regression: two cases first reproduced the enabled upgrade
button after an unsaved computer change; both now pass, along with all
168 related UI tests. Qualified/unqualified computers and restoring the
saved selection are covered.
- All 26 OpenAPI cases passed; the 12 real-database authorization cases
also passed after rebase.
- The host exhausted PostgreSQL semaphores. For the 12 cases, a
temporary local-only setup used disposable PostgreSQL 18 in Docker
instead of the embedded database launcher. The committed tests use the
normal embedded database helper. No authorization decisions were mocked.
- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, map
validation, module-boundary validation, and `git diff --check` passed.
- `pnpm test:run` was attempted but did not establish a full local pass:
the host could not start embedded PostgreSQL clusters. All current-head
CI gates passed, including the full suite in CI. The commitperclip
review workflow timed out before reporting any executed steps on its
first attempt and passed on one retry.
- Fresh staging acceptance remains pending deployment. Verify persisted
native configuration and a successful runtime test on the existing
Daytona computer after merge. Earlier live Daytona proof from #17361 is
separate evidence.

## Risks

- Qualification can start a fresh, temporary sandbox. It uses the
existing probe lifecycle and cleanup contract.
- The new path must remain scoped to the saved agent and its company.
Denial and redaction tests cover that boundary. General instance probe
authorization is unchanged.
- No migration, role change, credential change, or automatic agent
upgrade is included.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code execution, and
browser tools. The exact deployed model variant and context-window size
were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 10:31:40 -07:00
DottaandPaperclip 5db5734774 fix(plugins): scope operational reads to the caller's companies (#17435)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - One instance hosts many companies, and company boundaries are the
main isolation contract
> - Plugin worker logs, job runs and webhook deliveries store a
`company_id` attribution (NULL for instance scope)
> - The plugin diagnostics routes checked board org access, but they did
not filter those rows by the caller's companies
> - A board member of one company could therefore read another company's
log messages, run errors and delivery errors
> - This pull request scopes those reads to the caller's companies and
keeps the instance-wide view for instance administrators
> - The benefit is that plugin diagnostics obey the same tenant boundary
as the rest of the plugin routes

## Linked Issues or Issue Description

**What happened?**
A board user who is a member of only company A could read plugin
operational rows attributed to company B. `GET
/api/plugins/:pluginId/logs` returned log rows with `company_id` values
outside the caller's companies. `GET
/api/plugins/:pluginId/jobs/:jobId/runs` returned other companies' run
rows, including their error text and run logs. `GET
/api/plugins/:pluginId/dashboard` returned other companies' recent job
runs and webhook deliveries. The routes only required board org access
and filtered on plugin id or job id.

**Expected behavior**
A board member sees only operational rows for companies the member can
access. An instance administrator (and the local implicit board) keeps
the instance-wide view, which includes instance-scope rows where
`company_id` is NULL.

**Steps to reproduce**
1. Create two companies, A and B, on an authenticated instance.
2. Install a plugin and produce a log row, a job run and a webhook
delivery for company B.
3. Sign in as a board user who is a member of company A only.
4. Call `GET /api/plugins/:pluginId/logs`, `GET
/api/plugins/:pluginId/jobs/:jobId/runs` and `GET
/api/plugins/:pluginId/dashboard`.

Before this change, the responses included company B rows. After this
change, they do not.

**Paperclip version or commit**
Reproduced on `2e6d3f7` (`master`, 2026-10-24). The report came from a
scoped security audit of `52a66af29ddccf1fcac25f1f6efa9e9958e11fbd`.

**Deployment mode**
Self-hosted server, authenticated mode. The defect does not depend on
the deployment mode, but `local_trusted` always yields an instance-admin
actor and hides it.

## What Changed

- Added `pluginOperationalReadCompanyIds()` in
`server/src/routes/plugins.ts`. It returns `null` for instance admins
and the local implicit board, and the actor's company ids for every
other board actor.
- Scoped `GET /api/plugins/:pluginId/logs` with
`inArray(pluginLogs.companyId, companyIds)`.
- Scoped `GET /api/plugins/:pluginId/jobs/:jobId/runs` through a new
optional `companyIds` argument on `pluginJobStore.listRunsByJob()`.
- Scoped the dashboard's recent job runs through the same optional
argument on `pluginJobStore.listRunsByPlugin()`, and scoped its webhook
delivery query.
- Added
`server/src/__tests__/plugin-operational-reads-tenant-scope.test.ts`. It
starts embedded Postgres, seeds two companies plus instance-scope rows,
and asserts the single-company view and the instance-admin view for all
three routes.

## Verification

- Red first: with the test added and the route unchanged, 3 of 4 cases
failed and the response contained the company B rows.
- Green after the fix: `pnpm exec vitest run
server/src/__tests__/plugin-operational-reads-tenant-scope.test.ts`
passed (4 tests).
- Related suites: `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/plugin-tenant-isolation.test.ts
server/src/__tests__/plugin-install-route-security.test.ts` passed (59
tests).
- Typecheck: `pnpm --filter @paperclipai/server typecheck` passed.

## Risks

- Behavior change for non-admin board members: they no longer see
instance-scope rows (`company_id` NULL) or rows for companies they
cannot access. Instance administrators keep the full view. For a
single-company instance the visible rows are the same, except
instance-scope rows.
- No schema or migration change. No API shape change. Row-level
filtering only.
- A plugin that writes diagnostics without a `company_id` will show
fewer rows to non-admin users. That is the intended tenant boundary.

## Model Used

- Provider: OpenRouter
- Model: `deepseek/deepseek-v4.1-flash-1017` (DeepSeek V4.1 Flash)
- Harness: OpenCode, with tool use, code execution, and multi-agent
delegation
- Reasoning: enabled (thinking mode)
- Context window: not exposed by the harness

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 09:28:17 -07:00
DottaandPaperclip 87bf89756e fix: support Daytona runner upgrades and ignore obsolete Claude options (#17361)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Existing Claude and Codex agents can upgrade to Paperclip Runner.
> - A Daytona computer needs platform qualification before Runner
becomes its default.
> - The upgrade notice required that default, so it hid the action that
could start qualification.
> - Saved Claude turn limits also caused conversion to fail even though
Runner can run without them.
> - This pull request verifies the computer on click and ignores
obsolete Claude options with a warning.
> - Agents retain their model, account, environment, instructions, and
permission policy.

## Linked Issues or Issue Description

Related: #17122.

**What happened?**

A legacy Claude agent on a Daytona snapshot had no upgrade button until
its environment had platform qualification. A saved `maxTurnsPerRun:
1000` then caused conversion to return HTTP 422.

**Expected behavior**

The upgrade action verifies a supported Daytona computer and converts
the agent. Unsupported tuning options produce a visible warning and do
not block execution.

**Steps to reproduce**

1. Create a legacy Claude agent with `maxTurnsPerRun: 1000` on an active
Daytona snapshot.
2. Open Runtime before the environment has platform qualification.
3. Try to upgrade to Paperclip Runner.

**Paperclip version or commit**

After #17122, reproduced against `9c442cf48e`.

## What Changed

- Offer upgrade on probe-capable Daytona snapshots and immutable sandbox
images. Perform the public environment probe only after a click. Save
after fresh adapter discovery confirms support.
- Resolve the actual computer for explicit, instance-default, and hidden
managed environments. Preserve pending edits and reject stale probe
results.
- Ignore Claude `maxTurnsPerRun`, `chrome`, `warmHandleIdleMs`, and
`acpWarmHandleIdleMs`. Return structured warnings from create, hire, and
update. Show warnings in Runtime and after a save.
- Keep validation for commands, credentials, filesystem, network, and
permission settings.
- Retain the legacy turn limit in the existing live conversion fixture.
Update regression tests, upgrade stories, and capability maps.

## Verification

- Red: the old route returns HTTP 422 for the saved turn limit; the old
form hides the Daytona upgrade notice.
- Green: 417 focused server and form tests pass. A further 188 tests
pass after the review fixes. Qualification coverage includes failed
probes, unsupported targets, changed settings, managed defaults, unsaved
environment variables, and forced Kubernetes targets.
- `pnpm -r typecheck` and `pnpm build` pass. Token gates, map checks,
map tests, and Storybook catalog checks pass.
- Real local Claude Opus 5.5 conversion and task pass, with the
downloaded artifact checked against seeded source bytes, SHA-256, and
Git commit.
- Real browser upgrade and full Claude Opus 5.5 task on a disposable
named Daytona snapshot pass at `b81cec7d8c`. The saved agent retains its
model, high effort, credentials, timeout, and grace settings while
dropping the turn limit with a visible warning. Exactly one successful
run completed the task. The downloaded artifact matched independently
seeded source bytes, SHA-256, and Git commit; the source was unchanged,
no interactions remained pending, and the delivery link survived a
browser reload. The snapshot used current runtime assets built from
public source. The supplied Daytona account could not access the
original staging snapshot, so this verifies an equivalent local fixture
rather than that exact snapshot. Disposable test resources were cleaned
up.
- Earlier live attempts remain recorded: an image-based sandbox creation
failed, and the first named-snapshot probe returned failure with
unresolved provisional cleanup identity. Later named-snapshot probing
and the task succeeded; the initial creation failures are not attributed
to this PR or declared resolved. A separate attempt using the Oct 18
cached runtime failed the current provider-pack compatibility check;
rebuilding the runtime from matching public source removed that
mismatch. Owned resources were identified and cleaned up, with
diagnostic databases retained.
- 54 checks passed at `b81cec7d8c`, with no failed checks; Greptile and
Paperclip Review both scored 5/5, with both review threads resolved.
Master advanced during the live proof, so the branch was rebased with
both sides of additive import/test conflicts retained. On the rebased
head `2b74222b94`, 472 focused tests, UI typecheck, and UI build pass.
All required CI gates pass; Greptile and Paperclip Review both score 5/5
on this head, with no unresolved review threads. The PR is mergeable.
The serial local `pnpm test:run` was stopped after the CI test lanes
passed; that local run is not claimed as a pass.

## Risks

- An explicit upgrade can allocate a temporary probe sandbox and take
several minutes. Probe failures leave the agent on its existing runner.
- Ignored options no longer enforce a turn cap, Chrome integration, or
legacy idle-time tuning. The UI warns about each active ignored option.
- Unsafe or ambiguous execution settings still fail validation. This
change does not weaken environment qualification or runtime artifact
checks.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 07:59:18 -07:00
Devin FoleyandPaperclip 1a79522a4e perf: narrow run-to-issue authorization reads (#17405)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Run pages show links to issues associated with a run.
> - The issue-link route checks the run's company and issue visibility
before it reads those links.
> - That check needs four binding fields, but the route reads the full
run.
> - Full runs can include large prompt, output, and result fields.
> - This pull request uses the existing narrow authorization read.
> - The route transfers less database data and keeps its permission
checks and response contract.

## Linked Issues or Issue Description

**Problem or motivation**

`GET /api/heartbeat-runs/:runId/issues` calls `heartbeat.getRun` for a
permission check. Its consumers only need the run ID, company ID, scope
kind, and issue ID. The full read also fetches context, output excerpts,
result data, and runtime metadata. Repeated link reads pay for that
unused data.

**Proposed solution**

Use `getRunReadAccess`, the existing four-field read from #17348. Keep
authentication, company access, company-scope authorization, run issue
visibility, and linked-issue filtering in their current owners. Keep the
existing empty response for missing and inaccessible runs.

**Alternatives considered**

A new query contract is unnecessary because the existing read provides
all required fields. A permission cache could become stale. Changing the
full run reader could affect consumers that need run details.

**Roadmap alignment**

This is a focused improvement to an existing route. It adds no feature,
route, provider, cache, or background work. Searches for run-issue
links, narrow run authorization, and `getRunReadAccess` found no open
duplicate. Related work: #17348.

## What Changed

- Change the issue-link route to use the existing narrow run read.
- Reject full run reads in the route tests. Cover readable company and
issue scopes, denied issue access, missing bindings, anonymous requests,
and the missing/cross-company empty response.
- Add a developer note about the read contract.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/activity-routes.test.ts
src/services/heartbeat/run-state.test.ts
src/__tests__/agent-live-run-routes.test.ts`: 126 tests passed.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- The route tests use the real run visibility helper with only the four
binding fields. The full reader throws if a route calls it. The existing
run-state suite checks the exact four-column selection and covers
database wiring with disposable Postgres.
- `git diff --check`: passed. Reviewed the committed diff for secrets
and private identifiers before push.
- Apex review: 5/5 on exact head
`888a4ce9ea88bb2b284eb5e28fafc01b6f48b386`, completed successfully, with
zero review threads.
- Full current-head CI passed: 54 successful checks and two expected
skips. [Workflow attempt
2](https://github.com/paperclipai/paperclip/actions/runs/40051399577/attempts/2).
[Initial serialized shard
failure](https://github.com/paperclipai/paperclip/actions/runs/40051399577/job/120744710081):
the first company-history case in unchanged
`agent-live-run-routes.test.ts` hit its 15-second timeout; the shard had
391 passing tests and one failure. That file, its agent route, the
heartbeat state reader, and the service export are unchanged from base.
The five company-history cases pass on unchanged base
`9fb28d06ffebbb615f413765078aeeb7c4291311` (9.12s suite) and this head
(8.29s suite). They also passed in the 126-test focused run. The timeout
was not reproduced locally; its cause is not established. Only the
failed shard was retried on the same head. It passed in attempt 2. This
establishes recovery; the initial timeout remains in this record and its
cause is unproven.
- The prior local full-suite failures and baseline triage remain
documented in #17384. No new local full-suite pass is claimed here. This
change uses focused local tests and the full current-head CI gate.
- No hosted user journey, staging deployment, production deployment, or
billed savings is claimed for this follow-up.

## Risks

- Run visibility depends on the canonical `scopeKind` and `issueId`. The
existing helper returns those same fields. It does not use prompt or
result data for access decisions.
- Linked issues still pass the existing SQL visibility filter. Missing
and cross-company runs still return `200 []`. Anonymous requests still
fail before the run read.
- The database query count stays the same. The change reduces data
selected for this authorization read.
- No schema or API response changes.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-23 19:59:21 -07:00
Nicky Leach 100477e887 Avoid live workspace inspection in task context reads (#17396) 2026-10-23 17:05:06 -07:00
e0d90339bf fix(runner): make task-capable plugin environments Runner-only (#17380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - An environment plugin can run Paperclip Runner tasks through a
`driver: "plugin"` environment.
> - Core lets only the `paperclip_runner` adapter use a plugin
environment.
> - A Claude agent cannot get onto the Runner there. Runner selection
needs a reported platform for Claude, and a plugin target reports none.
> - The adapter Test route also checks the driver against the requested
harness before it resolves the runner.
> - This pull request makes task-capable plugin environments Runner-only
and checks the Test driver after runner selection.
> - The benefit is that Claude and Codex agents can use a Runner task
environment, and the UI cannot produce a legacy agent there.

## Linked Issues or Issue Description

Refs #17029. Refs #16978.

**What happened?**

A Claude Code agent with a plugin environment that runs Runner tasks
fails the connection test. The error is: `Environment driver "plugin" is
not allowed here. Allowed drivers: local, ssh, sandbox`. The Runner
selector in Advanced shows Paperclip Runner as unavailable, so the user
cannot fix the agent in the form.

**Expected behavior**

A Claude or Codex agent on that environment uses Paperclip Runner. The
connection test passes the driver check. Legacy is not offered, because
a legacy adapter cannot run on a plugin environment.

**Steps to reproduce**

1. Install an environment plugin whose driver declares `supportsTasks:
true`.
2. Create a plugin environment for that driver.
3. Open an agent with the Claude Code harness and select that
environment.
4. Click Test. The test fails with the driver error above.

**Agent adapter(s) involved**

Claude Code, Codex (through Paperclip Runner).

**Additional context**

Two gates caused the failure:

- `agentRunnerAvailability` requires a platform for `claude_local`. A
plugin target is `{ driver: "plugin" }`, so Claude resolves to Legacy.
- The Test route ran `assertAdapterTestEnvironmentForCompany` with the
URL adapter type before `resolveNewAgentRunnerForCompany`. The plugin
driver is allowed only for `paperclip_runner`, so the check failed
before selection could change the adapter.

## What Changed

- Runner target resolution marks a plugin environment as `runnerTasks`
when its plugin manifest declares `supportsTasks` for the driver key and
has the `environment.drivers.register` capability. The check reads the
manifest only. Run admission still verifies a ready plugin and a live
worker.
- `agentRunnerAvailability` returns Paperclip Runner as the only runner
for a `runnerTasks` target. It skips the platform check, because the
plugin provisions the host and launches its own pinned Runner. Harnesses
that the Runner does not support keep the Legacy result.
- The adapter Test route runs the company-binding check first, as
before. It runs the driver check after runner selection, with the
resolved adapter type. The driver check still runs before secret
resolution, leases, and the adapter probe.
- A saved adapter that cannot run on the requested environment no longer
keeps its saved execution in the Test route. It re-resolves its runner.
- `assertAdapterTestEnvironmentBinding` is a new helper that holds the
binding half of the guard. `assertAdapterTestEnvironmentForCompany`
keeps its behavior and calls it.
- The agent form switches a Legacy runner choice to Paperclip Runner
when the selected environment offers no Legacy runner. The test and the
save then send the Runner choice.
- `docs/specs/agent-config-ui.md` records the Runner-only rule and the
Run test order.

## Verification

- `pnpm --filter @paperclipai/server exec tsc --noEmit` passes.
- `pnpm --filter @paperclipai/ui exec tsc -b` passes.
- Server suites pass: `agent-runner-selection.test.ts`,
`agent-test-environment-routes.test.ts`,
`agent-permissions-routes.test.ts`,
`environment-selection-route-guards.test.ts`,
`agent-harness-verification.test.ts`,
`plugin-runner-task.integration.test.ts`, `adapter-routes.test.ts`,
`adapter-auth-signal-routes.test.ts`,
`agent-adapter-validation-routes.test.ts`,
`agent-hire-ai-connections.test.ts`.
- UI suites pass: `AgentConfigForm.render.test.tsx` and
`NewAgent.test.tsx`.
- New tests cover these cases:
- A task-capable plugin target offers only Paperclip Runner for Codex
and Claude.
  - Claude saves as `paperclip_runner` with ACPX on that target.
- A driver without `supportsTasks`, a different driver key, a missing
capability, an unknown plugin, or a malformed config keeps the existing
plugin target.
  - The Test route checks the driver against the resolved adapter.
- The Test route still rejects a plugin environment for a legacy
adapter, before any secret resolution.
- A saved adapter re-resolves only when it cannot run on the requested
environment.
- The form switches a saved or new Legacy choice to Paperclip Runner on
a Runner-only environment.
- I ran the new route and form tests against the old code. They fail
without the change.
- The full server `typecheck` script did not complete locally. Its
Runner vendor step needs `cargo`, which this machine does not have. CI
runs the full script.
- I did not run a live plugin environment end to end.

## Risks

- Behavior change: Codex on a task-capable plugin environment now offers
only Paperclip Runner. Before, the selector also showed Legacy, but Core
rejected a legacy save on that environment. No working setup loses an
option.
- The `runnerTasks` decision reads the plugin manifest. If the plugin is
down, the agent still selects the Runner, and the run fails at admission
with the existing plugin error.
- The adapter auth-signal route still checks the driver with the
requested harness. This PR does not change that route.
- An explicit Legacy save through the API on a Runner-only environment
still fails with the existing driver error. The UI no longer offers that
choice.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) wrote the change and the tests in
Claude Code, with shell, file editing, and local test runs.
- Claude Fable 5.1 (`claude-fable-5-1`) did the earlier diagnosis in the
same session.
- The session does not expose the context window size.

## Checklist

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

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-23 15:21:09 -07:00
Devin FoleyandPaperclip f406b32d08 perf: narrow run authorization reads (#17348)
## Thinking Path

> - Paperclip lets people manage and observe AI agents at work.
> - Live events and run history must enforce current task permissions.
> - Some permission checks load the complete run record for each event
or request.
> - Run context, runner configuration, results, and output can make
those records large.
> - This pull request reads only the persisted fields each access check
needs.
> - The checks still read current permissions and fail closed.

## Linked Issues or Issue Description

Related: #17251, #9155, and #16229. Those changes cover other run
projections, recovery polls, and task history. This change covers
live-event delivery, workspace-operation run checks, and event-list
access.

**What happened?**

Live-event delivery loaded every run column for each subscribed viewer,
although the permission helper used only the company, run scope, and
task binding. Workspace-operation checks did the same. The run-event
endpoint also loaded complete run records before returning separate
event rows. Large contexts and runner configurations therefore increased
database transfer for ordinary access checks.

**Expected behavior**

Read only the stored access binding. Keep company checks, permission
freshness, deleted-task tombstones, and response bodies unchanged.

**Steps to reproduce**

1. Create an issue-bound run with large context, runner configuration,
and output fields.
2. Subscribe an authorized viewer to company live events and publish run
updates.
3. Read the run events and a linked workspace operation.
4. Inspect the run SELECT projections. The previous queries load fields
that the access checks do not use.

**Paperclip version or commit**

The defect is present on the current master base, `62c78e56e53`.

**Deployment mode**

Authenticated server with PostgreSQL. The defect is not
adapter-specific.

## What Changed

- Select only company, scope, and issue bindings for live-event and
workspace-operation run authorization.
- Add a four-field run-access read for event-list requests. Reuse those
columns in the existing log-access projection.
- Preserve per-delivery and per-request permission checks, company
predicates, and event responses.
- Add real PostgreSQL and WebSocket coverage with large run fixtures.
Cover grant revocation, grant restoration, deleted tasks, missing and
foreign-company runs, and failed reads.
- Document the bounded access reads in the existing polling-load guide.

## Verification

- Six focused suites pass: 40 tests. They cover the changed paths,
run-state reads, run logs, disconnect retries, and native event replay.
- The new WebSocket test uses the production delivery path and a real
database. It verifies that the selected SQL omits large run fields while
authorization changes take effect on the same open socket.
- The event-route test preserves the returned event content and denies
the next request after grant revocation.
- Local recursive typecheck, full build, and module-boundary checks
pass. [Exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39997370119)
completed successfully, covering the full grouped unit suites,
typecheck, build/runtime boot, and E2E shards. The separate serial local
`pnpm test:run` is still running and is not claimed as completed.
- A later CI shard failed an unchanged email test expecting exactly one
task after permission grants. The unchanged-base test passes at normal
speed; adding only a 2.2-second pause before granting access reproduces
the extra tasks because previously denied deliveries become due for
retry. No email code or assertions are changed in this PR. The original
failure is retained. The single shard rerun passed: 92 suites and 1,489
tests passed, with one suite and two tests skipped by the existing
gates.
- CI initially found a route-test double missing the new access helper.
The follow-up fixes that fixture and adds event reads to malformed-ID
and missing/cross-company checks. All 122 tests across the four
changed-path suites pass; a final rerun of the expanded route suite
passes all 92 tests.
- The first CI run also timed out in the signoff changes-requested
handoff while waiting for a reviewer run after a cancelled execution
blocker. The focused test passes locally on this source. The same
focused test passes three times on unchanged master. Controller-lease
cancellation messages appear on both versions. The original CI timeout
is preserved as an intermittent, unreproduced failure; its exact cause
remains unknown. The signoff shard passes in the final exact-head CI
run.
- Initial fresh-checkout tests could not start because workspace SDK
output and native PostgreSQL library links were missing. Dependency
builds and the package's native-link setup corrected those
prerequisites. The subsequent focused run passed.

Focused command:

```sh
pnpm --filter @paperclipai/server exec vitest run src/__tests__/live-events-run-read.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts src/services/heartbeat/run-state.test.ts src/__tests__/native-observer-replay.test.ts src/__tests__/heartbeat-run-log.test.ts src/__tests__/heartbeat-run-privacy-disconnect-retry.test.ts
```

## Risks

- A missing access field could cause an incorrect allow or denial. Tests
exercise current grants, revocation, company scope, and deleted-task
bindings through the real consumers.
- No successful permission decision is cached. Every delivery and
request still checks current database state.
- No schema, migration, polling interval, API response, or deployment
configuration changes are included.
- This reduces bytes for the affected reads. It does not establish a
whole-account savings percentage. Hosted transfer measurements remain
separate validation after staging deployment.

## Model Used

OpenAI Codex, a GPT-6 based coding agent, used repository tools, code
execution, and database-backed tests. The session does not expose the
exact backend model identifier or context-window size; those values are
not guessed.

## 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>
2026-10-23 11:01:06 -07:00
DottaandPaperclip 9bf7dc0c8f feat(agents): bulk edit connections and default models (#17215)
Add harness-scoped bulk connection and default-model edits to the agent roster, with compatible choices, change previews, per-agent save results, and retries.

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

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

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

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

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 18:37:36 -05:00
DottaandPaperclip 734c265339 Default new Pi agents to Paperclip Runner (#17142)
## Thinking Path

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

## Linked Issues or Issue Description

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 17:10:00 -05:00
DottaandPaperclip 39e44a9d9b Default new OpenCode agents to Paperclip Runner (#17120)
Default new OpenCode agents to Paperclip Runner on qualified macOS and Linux x64 targets. Preserve saved runner choices, explicit Legacy selection, and unsupported-target fallback. Pi remains a separate change.

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

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

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

## Linked Issues or Issue Description

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

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

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 14:42:38 -05:00
Nicky LeachandPaperclip 42715d459f Support authenticated WebSocket routes and agent views in plugins (#17111)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

Plugin scoped API routes and agent detail views.

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

- [x] Thinking path and issue description included
- [x] Model described
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] No internal issues, private links, or runtime credentials included
- [x] Descriptive branch name
- [x] Focused tests and relevant typechecks run
- [x] Tests and documentation updated
- [x] Risks documented
- [x] All CI gates green
- [x] Greptile 5/5 with no unresolved findings
- [x] I will address review findings before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 10:10:00 -07:00