Commit Graph
14 Commits
Author SHA1 Message Date
Dotta eb7c7b083a Recover Muse verification after contact, restart and access restoration (#19909)
## Thinking Path

> - Paperclip manages AI agents and their work under company access
rules.
> - Muse readiness uses a saved connection, receiver contact and an
authenticated challenge reply.
> - A failed challenge write could leave a saved contact with no later
recovery trigger.
> - A server restart or restored access must recover that contact under
current authority.
> - This pull request uses the existing delivery coordinator and saved
Muse state for recovery.
> - It keeps the normal receiver schedule, authorization checks and real
deadlines.
> - It lets eligible verification recover and lets idle verification
stop work.

## Linked Issues or Issue Description

**What happened?**

The first Muse receiver contact could persist while readiness challenge
creation failed. The contact then had no durable retry or startup
recovery path. Later membership, lifecycle or feature restoration could
also leave pending verification without a notice.

**Expected behavior**

Retry a temporary failure through the existing worker. Recover pending
contact after restart. Recheck the current company, agent, operator,
credential and binding generation before issuing a challenge. Stop
verification work while it is ineligible or complete. Do not revive
revoked credentials.

**Steps to reproduce**

1. Use the normal invitation and OAuth registration, PKCE and token
flow.
2. Send one receiver contact and let its normal persistence schedule
run.
3. Fail the first readiness challenge operation before it commits.
4. Observe whether the existing worker retries without another contact
or a manual Verify action.
5. Restart the App with a new database owner. Check that it creates one
usable challenge from the saved contact.

**Paperclip version or commit**

The causal baseline test used the unchanged production implementation at
`90148317b2a447794ff29a4acae5648ad11a9770` plus its normal fixture. The
accepted positive test used `9d383041028776ad8469ac4af3fe14ba6c369425`.
The initial published head was
`fe518c9b72504daf6374225987f24d45bc7bcf75`. The lease/auth correction
was locally qualified at `cfd515a207416097fe8b586277d70c4fd4a679fa`. The
current candidate is `6efe722e7eb1e22acd466125c7b4a627611d0273`; its
added Cloud actor fixture correction passed the full normal owning
program and all 35 tests. Its current normal build, lifecycle owner
controls, healthy-wait and restoration measurements are described below.
Earlier results below are bound to their stated revisions.

Related public changes: Refs #19819 for original-principal
authentication. Refs #19750 for the transaction-owned external feature
read. These are related foundations, not duplicate fixes. The current
Muse title and head-branch searches found no duplicate
contact-verification recovery PR. Related maintenance work is #17000 and
terminal assignment settlement is #17793.

## What Changed

- Add a typed, exact-binding verification notice through the existing
Muse delivery queue.
- Register the first-contact notice before its durable write in the same
transaction.
- Recover pending contact from saved state at startup. Retry temporary
failures through the existing scheduler.
- Recheck current feature, lifecycle, credential and access state after
commit. Park unavailable authority without recurring verification scans.
- Add narrowly scoped notices to the existing access, lifecycle,
configuration, company, budget and settings write owners.
- Save a healthy lifecycle verification wait in the existing operation
JSONB. Keep generic unresolved-work and error retries unchanged.
- Commit authenticated confirmation and its lifecycle recheck in one
transaction. Retain a raced recheck under the active lease, and recover
saved waits once at startup.
- Retain a committed lifecycle recheck while an expired attempt still
owns the row, so its late wait cannot park accepted confirmation.
Replacement claims keep their existing owner fence and fresh fact read.
- Keep the receiver gap, persistence and per-segment contact limits
unchanged.
- Add real App OAuth, failure, retry, restart, challenge and quiet
evidence. Add two normal-route restoration tests.
- Document recovery, reconnect requirements and the existing
connected-receiver sleep restriction.

## Verification

- Causal baseline: the real invitation and OAuth flow saved one contact.
The first challenge operation failed. The normal test failed because it
observed one verification attempt instead of a retry. No setup or
cleanup failure was counted as this regression.
- At `9d383041`: normal own Shared/SDK, DB with migration 0441 assets,
Runner TypeScript core and surfaces, module boundaries, and all seven
normal App programs passed. One new redundant role comparison first
failed typecheck; that diagnostic remains recorded and the corrected
full App gate passed.
- At `9d383041`: all 17 maintenance component tests passed with zero
skips. All original deadline, rollback, drain, terminal settlement and
startup controls remain.
- At `9d383041`: the one normal App case passed. Real OAuth authorized
one receiver signal. A retry occurred about 5.01 seconds after the first
failure. A new Db/App owner created one challenge, advanced revision 2
to 3, and accepted authenticated confirmation and mailbox ACK. Query
instrumentation had an active positive control. All measured query,
callback, session and verifier counters stayed equal across the
unchanged scheduled 15-second quiet window. Token revocation and
old-token/signal rejection passed.
- Known App, worker, HTTP and database owners closed without cleanup
errors. The tests used bounded local PostgreSQL and HTTP fixtures. They
did not call a live Muse model.
- Current integrated semantics: the full normal App driver completed all
programs. Only a new test callback had two undefined-value diagnostics.
An explicit defined-value guard corrected that test. The full 416-root
owning program then passed with empty diagnostics. A separate collector
incorrectly required an explicit child `noEmit` field; the normal
inherited setting was verified without repeating the compiler. The
original failures remain recorded.
- The first restoration run failed both cases. Permission parking
recorded 120 main-pool queries without more verifier calls. The
lifecycle counter recorded two denials without their exact scope. These
observations remain unexplained at the individual-query/call level.
Source separately shows a lifecycle readiness retry every two seconds
while the real external reply is absent.
- At `fe518c9b`: normal Shared/SDK and DB producers, module policy, all
seven full App programs, and all 33 pure diagnostic controls passed. The
lifecycle owner file passed all 19 cases, including both
confirmation/park orders, rollback, duplicate notices, startup recovery
and authority controls.
- At `fe518c9b`: the normal OAuth failure/retry/new-Db reconstruction
case passed. Its new healthy-wait window measured 15,002 ms with
unchanged total activity before genuine confirmation; the existing ready
quiet and revocation checks also passed.
- At `fe518c9b`: both normal restoration tests passed in Vitest.
Ordinary viewer-to-operator restoration and Pause/Resume recovered the
same binding, grant and single contact; each committed one challenge and
advanced revision 2 to 3. All six parked, restored and revoked/disabled
quiet windows measured at least 15 seconds with active positive read
controls and unchanged total queries, callbacks, sessions and verifier
calls. Both cleanups passed.
- The restoration wrapper still recorded failure: it required lifetime
lifecycle denial count zero, whereas the measured count was one before
the parked quiet window. The reviewed fixture explicitly permits a
current-authority denial from an earlier observation and requires no
committed challenge before restoration. Precise denial timing relative
to Pause was not serialized. The original wrapper failure is retained;
no rerun or retrospective explanation of the earlier failures is
claimed.
- Review exposed an expired-lease race. The added real-store baseline
test failed after the late defer restored `waitingForSignal`; no setup
or timeout was counted as the regression. On `cfd515a`, the whole
lifecycle owner file passed all 20 tests, including that case. The full
normal production declaration program (1067 roots), verification program
(662), and auth owning program (405) passed; all 1942 declarations
remained byte-identical.
- The original remote auth-session shard failed three tests because
their partial query adapters lacked the new binding query's
join/order/limit chain. A fixture-only correction preserved the real
notifier and existing authorization assertions. All 12 auth-session
tests passed locally.
- Complete remote inspection also found 33 failures in the 35-test Cloud
actor fixture with the same missing `innerJoin` method and downstream
incomplete-auth assertions. Its original full log and exact synthetic
Source comparison are retained. At `6efe722e`, the three-line fixture
adapter repair passed the complete normal 662-root test program and the
whole 35-test file with zero failures or skips. All existing lock,
authorization, settings, debounce and unfinished-auth assertions remain.
- The earlier healthy/restoration quiet measurements remain bound to
`fe518c9b`. Those steady 15-second windows did not exercise a
still-owned attempt passing its 120-second lease. The targeted
expired-owner regression qualifies that new boundary; it is not a fresh
measurement of the earlier windows.
- The initial `fe518c9b` remote gates failed the auth fixtures and
reported a Greptile 4/5 P1. The aggregate failure reported the
underlying shard. Those actual causes were fixed and qualified above.
- Current `6efe722e` remote gates completed with **57 successful checks
and three explicit skips**. The full latest edited Greptile summary is
**5/5**, explicitly reviews this exact head, and has no new finding. The
original P1 thread is resolved. All general, inline and nested review
pages were read.
- One current-head CI attempt timed out after 30 seconds in the Runner
evidence/privacy file, with 6,864 passes and one failure. That file and
its transitive inputs are byte-identical to the CI base. A separate
local diagnostic preserved every assertion and the original timeout, ran
the full normal Runner test project and the entire 41-case file, and
passed all 41 with zero skips. Its private bounded timing records
measured the target body at 74 ms. The diagnostic was then removed,
restoring the exact original test. This is local recovery evidence; the
original CI stalled await was not recorded and its cause remains
**unproven**.
- One retry of only the failed jobs on the unchanged head passed the
Runner support suite and dependent aggregate verification. The complete
second attempt and original failure logs are preserved. No test,
timeout, privacy guard or product code was weakened. This result does
not turn the original timeout into an explained failure or a diagnosed
flake.
- Full recursive typecheck, full `test:run` and a full release build
were not repeated locally. The normal full App programs, focused
producers and tests above passed, and the required current-head remote
gates passed. Final review is against the exact unchanged head; local
quiet remains separate from deployed suspension.

Reviewer commands use the normal project entry points: `node
server/scripts/typecheck-layers.mjs`, the whole
`server/src/services/muse-maintenance.test.ts` file, and both normal App
PostgreSQL files. PostgreSQL fixtures require explicit owned
fixture/admin URLs and normal migrations before imports. Run the files
serially with one worker. The private controller retains exact Source,
output, worker and owner-closure receipts.

## Risks

- Missing or early producer notices could lose a restoration trigger.
Notices stay in the transaction that commits the write. The worker
checks current authority after commit.
- A stale notice must not grant access. Binding generation, current
membership, company, agent and credential checks remain authoritative.
Revoked credentials require reconnecting.
- The change adds no table, migration, alternate task queue or periodic
verification scan. It adds two optional fields to existing lifecycle
operation JSONB. Generic pending/error deadlines, setup holds and manual
repair remain obligations.
- Confirmation can race with an active verification attempt. The park
compare-and-set must retain the durable recheck. Startup recovery uses a
fixed cutoff and keyset pages; it must not become another recurring
scan. Wrong company, stale version, pause and revoked credentials must
stay fenced.
- The connected receiver still has its documented tenant-sleep
restriction. Worker quiet is not proof of deployed suspension or
external wake.
- The normal challenge reply is sent by an authenticated protocol
fixture. Live Muse background replies, cost/usage, full Muse lifecycle
and full hosted Dot behavior remain unqualified. Partial Dot profile ACK
and unsigned-device cutover stay withheld.
- Restoration coverage for the additional company, budget, configuration
and feature producers remains a separate qualification obligation. This
pull request does not mark the whole hosted area complete.

## Model Used

OpenAI `gpt-6.1-sol` authored the implementation and tests with local
code and tool use. A GPT-6-based Codex coordinator reviewed the changes
and owns integration. Its exact underlying model ID is not exposed.
Context window sizes are unavailable. No context size is inferred.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-07 16:41:15 -06:00
Dotta 3112e4c955 Verify original Dot OAuth authority for signed Cloud requests (#19819)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Dot uses a user OAuth grant to act in one company.
> - Cloud must use that original grant when it resolves a selected
user's identity.
> - A Cloud signature alone must not create user or board authority.
> - The tenant's OAuth owner must check the token and its current
restrictions.
> - This pull request adds a signed private HTTP boundary for that
check.
> - The result contains only the checked identity fields. It grants no
task or board access.

## Linked Issues or Issue Description

**Subsystem affected**

Server external-agent identity, public MCP OAuth, Cloud control
verification, and HTTP logging.

**Problem or motivation**

Cloud needs a private way to resolve the original Dot token for the
selected user, client, company and resource. The existing generic Cloud
control route creates an operator actor. That route is not the right
owner for this identity check.

**Proposed solution**

Add `POST /mcp/runner/oauth/cloud-principal`. Require the existing Cloud
signature and replay verifier. Bind the whole request to a new, closed
`mcp-dot:principal` action with a maximum 60-second lifetime.
Authenticate the original token once through the normal Dot OAuth owner.
Check current namespace authority before and after that call.

**Alternatives considered**

A Cloud-created grant or a board actor would change the authority owner.
Neither is used. The private route reuses the existing OAuth and Cloud
identity owners.

**Roadmap alignment**

This is a narrow boundary for the existing MCP and Cloud areas in
`ROADMAP.md`. It adds no work queue, public hosted profile, or provider
enablement.

Related public work: Refs #14846, #19427, #19750 and #19776. Searches
for the exact private path and action found no duplicate PR. The
matching private Cloud caller has merged. The current App head passed
its required checks and review.

## What Changed

- Add an original-token principal reader. Keep the original client,
selected user, company, resource, purpose, scope, membership and feature
restrictions.
- Add a 16 KiB raw JSON private route. Reject compressed, invalid UTF-8,
malformed and unknown-field bodies. Bind an ordered whole-body digest to
the signature and existing nonce fence.
- Compare the current stack, claim, instance, origin and connector
identity before and after OAuth. An absent owner or namespace fails
closed.
- Mount the route in normal `createApp` after hostname, runtime-claim
and standby checks, before session/actor work. Do not add it to generic
board-control routing.
- Keep private request and response logs content-free, including raw
buffers, headers, query data and reflected errors.
- Add controlled HTTP/privacy tests and a real normal-App
OAuth/Cloud-signer integration case. Document the machine-only contract
and correct the existing `assistant-connections/client-use` access
entry. No new capability ID or agent API entry is added. No schema,
lockfile, workflow, Runner, Muse or useful-task fixture changes belong
to this PR.

## Verification

- Current `70c03593`: normal module-boundary policy and all seven App
compiler programs passed. The public module factory has an explicit
portable Express return contract. Whole HTTP/log controls passed again:
30/30. The existing real paired OAuth/Cloud-signer/private HTTP case
then passed again on a fresh PostgreSQL fixture: 1/1, zero skipped. All
known child processes and five database connections closed; the final
independent SQL audit was empty.
- The original remote policy failure rejected an App import of a
module-internal path; dependent E2E/verify gates stopped on that
failure. The fix delegates through the public module API. A first local
declaration run reported TS2883 for its inferred return type; the
explicit public type fixed it. Original logs remain preserved. No
checker, compiler option, test body or authority check was weakened.

- The normal full App graph passed on the integrated source. The later
fixture-only repairs each passed the complete affected owning
program:405 entries, including 403 source roots. The remaining programs
and own dependency outputs carried only where their source was exact.
- Whole private HTTP/log files passed:30 tests, zero failures or skips.
The HTTP controls use a controlled OAuth owner with real signatures. The
log controls use the actual HTTP logger.
- The paired Cloud source passed its normal strict build and whole 26
signer/client/namespace and credential-error controls. These are
controlled caller tests, not provider tests.
- One normal-App paired case passed with a dedicated PostgreSQL
database. It used real DCR 201, PKCE, consent, token exchange and a
persisted unpaired grant; actual signed metadata publication and a
committed Cloud receipt; the real Cloud signer/client and actual App
HTTP; exactly-once authentication; refresh; current namespace
restrictions; and revocation. The Cloud registry/provider were the
existing controlled in-memory/Fake fixtures. Recorded inbound Hosts
matched, with zero metadata overflow. No grant, readiness or mirror ACK
was fabricated.
- The original principal helper's 21 controlled tests and two real-OAuth
tests passed before the HTTP slice. Those three files remained unchanged
through integration. They are separate source-scoped evidence, not an
extra combined run.
- Preserved failures: a helper import and test typing error were
corrected before the passed checks. An earlier suite failure did not
serialize its hook error and remains unexplained. Later runs captured a
missing normal managed-config initialization and HTTP 404 from the
loopback mapper. The fixture now calls the normal initialization owners
and uses the existing Host-preserving canonical HTTP adapter. All
original authority assertions and deadlines remain.
- Reproduce the local files with `pnpm --filter @paperclipai/server exec
vitest run src/modules/external-agents/cloud-principal-http.test.ts
src/modules/external-agents/cloud-principal-log.test.ts --maxWorkers=1
--no-file-parallelism`. The real integration file is
`server/src/__tests__/cloud-principal-normal-app.postgres.test.ts`; it
requires its explicit dedicated test DB and an own compiled matching
Cloud checkout.
- The normal `node scripts/check-maps.mjs` check passed for 35 areas and
192 capability IDs. This validates map structure, not business
acceptance. The later edits are documentation/map only; all executed
business source and own outputs from the paired case remained exact.
- Current-head remote CI passes: 59 successful checks and three
intentional skips. Greptile reviewed this exact head at 5/5 with no
findings or review threads. The prior Ponytail review was Ship 5/5 at
the earlier head; no current-head Ponytail turn is present, which is
nonblocking under the authorized review policy. The three
full-repository commands were not repeated locally; the focused normal
App graph and affected tests above passed, and required remote CI
supplies the broad gates. No deployed, provider-capacity, cold-wake or
full hosted lifecycle result is claimed.

## Risks

- This is a security boundary. Signature, current namespace and original
OAuth restrictions must continue to fail closed. The response gives
identity only; callers still need normal operation authority.
- The request carries the original token. The reserved route uses a
closed log projection on both accepted and refused requests. Privacy
regressions remain a material risk.
- Both repositories must agree on the action and digest contract. Older
code rejects the unsupported action; no fallback creates authority.
- This is a prerequisite private boundary. The remaining hosted
discovery, wake, capability, operation, event, retry/reactivation and
revocation lifecycle work, plus Muse, remains open. No profile or
capability is enabled here.
- No migration is needed. Rollback removes the private boundary and
paired caller; normal OAuth and Personal MCP remain with their existing
owners.
- The engineering documentation describes this private machine boundary
and its access restriction. No operator-facing feature is enabled.
Documentation for full hosted enablement remains with that later work.

## Model Used

OpenAI `gpt-6.1-sol` (Sol6.1), through Codex, produced the source and
tests with tool use and local compiler/test execution. A GPT-6-based
Codex coordinator reviewed the work. Its exact model ID is unavailable.
Context window sizes 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
2026-11-07 08:02:42 -06:00
af0fe8fe81 Keep personal MCP connections functional while idle tenants sleep (#19427)
## Thinking Path

> - Paperclip manages work for AI agents.
> - Personal MCP connections should remain enabled while an idle tenant
sleeps.
> - Unfinished OAuth, transfer and delivery work must retain its owner
and deadline.
> - Cloud can receive bounded metadata and incoming work while the
tenant remains the company-scoped authorizer.
> - Current identity, revision and delivery acknowledgments establish
when ownership has transferred.
> - This change preserves useful wake, retries and revocation while
making settled ownership inspectable without writes.

## Linked Issues or Issue Description

Refs: #19377 and #19750. Hosted companion:
[paperclip-cloud#1217](https://github.com/paperclipai/paperclip-cloud/pull/1217).

**What happened?** Enabled personal MCP grants and subscriptions could
keep an otherwise idle tenant awake. Ignoring those records would lose
discovery, authorization, delivery and revocation obligations.

**Expected behavior** Unconsumed authorization codes, device requests,
file handoffs and delivery work retain their original deadlines. Settled
connections remain enabled and become quiet after the current external
owner acknowledges responsibility. Incoming useful work resumes normal
authorization and delivery; revocation still takes effect for the
current company.

**Steps to reproduce** Complete normal PKCE/device consent and company
selection, synchronize client/device and revocation state, retain the
connection while idle, then exercise useful tools/events and revocation.
Sleep eligibility requires current incoming/deadline ownership
throughout.

## What Changed

- Add bounded signed client/device metadata and revocation
synchronization with exact revision, identity and ACK checks, startup
recovery and finite legacy-device cutover.
- Preserve company selection, authorization and operation identity.
Register grant work before its INSERT in the same transaction; retain
rollback, expiry and retry behavior.
- Require current managed identity/resource before hosted publication.
Receipt-cleared re-enable must obtain a fresh source ACK before device
creation.
- Reuse read-only settings and inspection budgets; connect MCP owners to
normal startup, drain and shutdown.
- Bound metadata pages and the actual signed request body while
preserving the default limits of other operations.
- Generate migration 0440 after the merged Legacy migration. Preserve
all 438 existing executable migrations and the journal prefix; retain
the normal five newest snapshots.
- Preserve the merged transaction-owner forwarding and regression
coverage from #19750 through normal ancestry integration.

## Verification

- Current own Shared/SDK, database, eval-kernel and Runner builds
passed, together with all seven normal application TypeScript programs.
Missing generated package exports/workspace links were restored through
normal setup; the original setup failures were retained. No source,
compiler option, test assertion or timeout was weakened.
- Normal migration generation changed only the five intended MCP tables;
its SQL is byte-identical to the reviewed MCP delta. Fresh reference
databases and both retained master/Muse histories upgraded through 0440,
preserving historical hashes, row fields, schema and idempotence. Direct
assertions cover the Legacy null default and MCP null/zero defaults. Two
selected history cases passed; the other 21 database cases were
unselected.
- All six current MCP lifecycle cases passed with zero skips: normal
PKCE approval intent, ACK recovery after outage, mutation during
publication, disable/re-enable with original expiry, company-deletion
rollback/commit and key rotation.
- All 81 checks in five current whole files passed with zero skips:
OpenAPI 34, read-only settings 2, diagnostic catalog 25, PostgreSQL
diagnostics 7 and dependency scheduling 13. PostgreSQL fixtures ran
normal migrations before test imports.
- Earlier canonical proof at App `cd1c8c6` / Cloud `9f67531` includes
real 60-second rate and three 15-second quiet windows, useful work and
three revokes. Later paired proof at App `43af514` / Cloud `914eb0f`
plus its reviewed candidate includes normal DCR, PostgreSQL metadata, a
144,017-byte signed publication, actual ACK, cap/default-413 controls
and a real 15-second quiet window. The relevant producer/signing/wire
inputs remain byte-identical in this integration; shared changes are
qualified above. These remain source-scoped observations, not a fresh
full canonical run on the integrated tree.
- All known test owners, process groups and OS sockets closed; an
independent final PostgreSQL audit found no remaining test sessions. One
dependency-test trace recorded 46 opens and 45 close events. Its cause
is unknown; this is not claimed as proof of graceful closure.
- Fresh exact-head remote checks passed: 59 successful and 4 skipped
contexts, with a complete current 5/5 Greptile review and all seven
review threads resolved. Targeted local checks do not constitute a new
whole-repository test run.

## Risks

App and Cloud must agree on identity, revision, namespace, deadlines and
revocation. Partial rollout, unavailable authority or missing ACK must
retain awake debt. Shared startup/shutdown and settings changed since
the earlier canonical profile, so historical observations carry only
within their stated source scope. No deployed Railway/Neon suspension,
Cloud alarm, savings or complete hosted Dot/Muse acceptance is claimed.

## Model Used

OpenAI `gpt-6.1-sol` produced code and verification, with a Codex
coordinator reviewing and integrating the changes. The coordinator's
exact runtime model ID and context-window sizes 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
- [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>
2026-11-07 02:12:48 -06:00
DottaandPaperclip 33ca62f776 Keep external-agent feature reads on their admission transaction (#19750)
## Thinking Path

> - Paperclip manages work for AI agents.
> - External native agents must pass current feature and authority
checks.
> - The broker checks feature settings inside its admission transaction.
> - The old feature reader uses the root database pool.
> - Two active transactions can leave no connection for that read.
> - This change uses the admitted transaction for the same policy read.
> - It keeps the existing company, principal and controller checks.

## Linked Issues or Issue Description

Refs: #19340. That merged change fixes retained native Retry ownership.
This change leaves that recovery contract intact. Related: #18744 and
#17833 fix caller-owned transaction reads in other domains. Root
searched live GitHub for open externalBotEnabled changes and found no
duplicate.

**What happened?**

An external-agent admission can wait for another pool connection while
it holds a row lock. A second transaction can occupy the remaining
connection and wait for that lock. The feature read must use the
transaction that already owns admission.

**Expected behavior**

Dot, Grok and Muse read current feature settings on the admitted
transaction. Disabled providers remain disabled. Current authority
checks remain in force.

**Steps to reproduce**

1. Use a real PostgreSQL pool with two connections.
2. Lock the settings row in the admission transaction.
3. Occupy the second connection with a transaction that waits for that
row.
4. Read the existing provider feature policy through the admitted owner.
5. Require the read to finish before the competing lock is acquired.

**Paperclip version or commit**

The fix was tested at `d8dece250b75cffee67d3b7f4f0e669826282164`, based
on master `839d41aabbc6d042250548aedcaa5c50d369dca3`. It now includes
master `131b566ca4fa866c4348739c75cfe48c805b3398` through normal merge
`c2031b0fb3e5d1b34ebff1d5af8cc050d129bd9a`. All seven fix files retain
their tested blobs and modes.

## What Changed

- Pass the admitted select owner through the broker identity contract.
- Use that owner for Dot, Grok and Muse feature settings.
- Add a read-only settings projection that reuses the existing managed
and staging view. It does not create the settings row.
- Add six real PostgreSQL controls for enabled and disabled providers.
- Add three broker-path PostgreSQL regressions for exact transaction
forwarding through Dot, Grok and Muse.
- Keep all newer master broker changes and existing authority checks.

## Verification

Local controlled regression passed at tested revision
`d8dece250b75cffee67d3b7f4f0e669826282164`:

- Baseline: restore only the five original master production leaves.
Keep the same read-only settings projection and regression file. One
enabled-Dot case failed with the intended `57014`; it still read the
correct `true` policy. Five cases were unselected.
- The trace held the admission lock at 2.441 ms. The second connection
waited for that lock at 9.494 ms. The root-pool feature read finished at
2015.585 ms, after the competing statement timed out at 2014.982 ms.
- Candidate: all six enabled/disabled Dot, Grok and Muse controls
passed, with zero skips, in 14.528 s. Each read returned the configured
policy before the competing lock was acquired. Every competing
transaction committed without an error.
- Fresh normal candidate production declarations passed in 17.080 s. The
complete 615-root owning test program passed in 4.756 s. Own dependency
setup and TypeScript export builds had passed before these controls.
- Known worker groups and sockets closed. The single post-owner audit
found no other sessions in the test database. No forensic database was
changed.

An earlier selector attempt skipped all six cases and opened no test
database connection. It is not a regression pass or failure. Source
inspection proved that Vitest 5 filters names with ` > ` separators,
while its JSON reporter joins names with spaces. The selected control
then used the unique title-only pattern; its separate baseline failure
is preserved above.

The later normal master merge preserves all seven tested files. The 46
incoming paths change Native/workspace recovery, types and presentation.
They do not change the direct feature/settings read graph. The
direct-policy evidence therefore carries from its tested revision. It
was **not rerun at the merged revision**. Fresh merged-head checks at
`c2031b0fb3e5d1b34ebff1d5af8cc050d129bd9a` passed: the content-aware
Shared/SDK producer (1.325 s), normal Runner core and surfaces
TypeScript programs (0.936 s and 0.693 s), and the full normal App graph
(28.933 s). The App check included all production layers and all four
test programs: 616 normal test roots and 397/409/412 tree roots. Known
build owners and sockets closed. Database/Eval and provider asset
outputs remained unchanged. No install, Cargo, binary build, provider
execution or PG test repeated. Fresh final-head remote CI and review
remain **pending**.

The test entry is
`server/src/modules/external-agents/feature-reader-owner.postgres.test.ts`.
It requires a dedicated external
`PAPERCLIP_FEATURE_OWNER_TEST_DATABASE_URL` ending in `_test` and an
owned `PAPERCLIP_FEATURE_OWNER_TRACE` path. Its normal migration hook,
two-connection pool, case deadlines and assertions remain unchanged. No
provider or Runner binary is needed for these controls.

The review also identified a wiring coverage gap: the six contention
controls call the readers directly. A new whole-three file now traverses
the actual Dot/Grok/Muse broker factories, normal pending-pairing
producers, dispatch and real execution-admission transaction.
Pass-through observations compare the exact admission transaction with
the owner supplied to the normal readonly settings projection. Each
provider is disabled through normal settings and must return real 403,
read actual false policy, leave the queued run without Native authority,
and create no assignment. No grant, ready binding, policy result or
successful authorization is mocked.

With only the original five master production leaves restored, all three
new cases failed at the exact missing-owner assertion (`readOwners`
expected length 1, actual 0) after passing the real 403 and
admission-scope checks. The full baseline had0 pass / 3 fail / 0 skip in
12.691 s. With the exact candidate leaves restored, the unchanged
whole-three file passed 3/3 with zero skips in 10.101 s. Both variants
used actual Node 24 / Vitest 5 forks and a real PG pool of two; all
known owners/groups/sockets closed. The candidate's private temporary
directory was removed; the failed baseline database/home remain
retained. Root independently read all three raw baseline failures,
rehashed source and outputs, verified known owner/group closure, then
observed no remaining test sessions. The successful database was
normally removed; the original failing database and home remain
retained.

The new test entry is
`server/src/modules/external-agents/broker-feature-owner.postgres.test.ts`,
using dedicated `PAPERCLIP_BROKER_FEATURE_OWNER_TEST_DATABASE_URL`. The
complete normal 617-root owning test program passed in 4.883 s after a
normal exported config refresh; prior production declarations and
unrelated configs remained byte-identical. No compiler or
dependency/Rust work repeated for the PG variants. These results were
obtained with the seven production/source files at c203 plus the new
test; they are not claimed as a new published-head remote CI result. The
review repair is committed at
`d043860eb93a26c4416f184697a212f027d538e2`; it adds only this 117-line
test file to `c2031b0f`. Tracked production bytes are unchanged. Exact
published head `d043860eb93a26c4416f184697a212f027d538e2` now passes 56
checks with four expected skips. Greptile reviewed this exact head at
5/5 and confirms that the broker-test gap is addressed. The complete
review thread is resolved. Ponytail stopped without a verdict; one
normal retry was requested and no active turn or new finding was
observed. No earlier-head result is used as a new-head pass.

The controls prove feature policy and transaction ownership. They do not
prove deployed suspension, hosted Dot/Muse eligibility or full Native
task execution. The separate private useful-case pass does not supply
missing current-master or accounting evidence.

## Risks

The broker identity contract changes for all three providers. A missed
adapter could use the wrong owner. Current semantic, real-policy and
exact broker-owner identity tests cover that error.

The read-only projection reuses the normal settings view. It preserves
managed and staging rules. An absent row is projected without a write;
the existing initializing getter stays unchanged.

No schema, public API, queue, timer, rate limit or provider deadline
changes. No historical Retry or physical-stop proof is changed.

## Model Used

OpenAI `gpt-6.1-sol` assisted with source changes and tool use. An
OpenAI GPT-6 family coordinator reviewed the work; its exact runtime ID
was not exposed. Context-window sizes were 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (tested revision and
source-carry limits stated above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
user-facing command or contract change)
- [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>
2026-11-07 01:02:03 -06:00
DottaandClaude Opus 5.5 7644045bc5 fix(server): remove a settle deadlock and three server test races (#19314)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server Vitest shards gate every pull request
> - Three open pull requests (#19289, #19267, #19266) failed server
tests in code that they do not change
> - Each failure had a different cause. One cause is a real product
deadlock, and three causes are test races
> - Random CI failures slow every contributor and hide real regressions
> - This pull request removes each root cause. It does not add retries
or skips
> - The benefit is fewer false CI failures and one less deadlock in
external-agent settlement

## Linked Issues or Issue Description

Refs #19289, #19267, #19266

**What happened?**
Server tests failed at random on pull requests that did not touch them:

- #19289, job 127412331924: `dot-runner.test.ts` > "signed readiness,
native tools and finalization through Dot local Rust" failed with
`PostgresError: deadlock detected` on the run-event append (`select ...
from heartbeat_runs ... for update`).
- #19267, job 127427384499: `tool-access-service.test.ts` > "keeps an
organization audience fail-closed when empty replacement races with
member archive" received a widened grant instead of the 409 error.
- #19267, job 127410158948: `heartbeat-process-recovery.test.ts` > "does
not reap active adapter executions started by another heartbeat service
instance" failed with "Timed out waiting for adapter execution to
start".
- #19266, job 127404184242: `voice-session-store.integration.test.ts` >
"schedules phone reply retries at the saved rate-limit deadline without
early database scans" failed with a duplicate key on
`companies_issue_prefix_idx`.

**Root causes**

1. Dot deadlock (product bug). `settle` in `native-broker.ts` takes the
external admission guard. Then it updates the same assignment row in two
or more statements. PostgreSQL re-runs the foreign-key checks when a
transaction updates a row version that it wrote earlier, so the second
UPDATE takes `FOR KEY SHARE` on the heartbeat run. Execution admission
locks the issue and the run `FOR UPDATE` before it takes the guard. Thus
settle holds the guard and waits for the run, and admission holds the
run and waits for the guard. The run-event append can queue behind them
as a third participant, and the database can kill it. A local
reproduction with `log_lock_waits` showed the RI check: `SELECT 1 FROM
ONLY heartbeat_runs x WHERE id = $1 FOR KEY SHARE OF x`, during `update
dot_runner_assignments set status='settled'`.
2. Tool-access race (test bug). The empty replacement and the member
cleanup both waited for the first replacement to commit. Both waiters
woke at the same time and raced for the membership row. A replacement
that wins that race widens access before the cleanup, and the product
code documents that outcome as valid ("Whichever transaction wins is
then authoritative"). The test only expected the cleanup to win.
3. Heartbeat timeout (test bug). The run start includes real runtime
skill preparation for a new company. I measured 3.3 s to 5.5 s locally
before the adapter starts. The test gave this step a fixed 3 s budget.
4. Voice prefix collision (test bug). Each of about 110 fixture
companies used `V` plus seven random hex digits as its unique issue
prefix, so two companies could get the same prefix.

**Master:** These tests do not fail on recent master runs (the master
workflows do not run the server shards). The failures are
timing-dependent and are not specific to a branch.

## What Changed

- `server/src/modules/external-agents/native-broker.ts`: `settle` writes
the assignment in one UPDATE. This applies to both Dot and Muse. The
update sets the same columns under the same conditions as before.
- `server/src/__tests__/dot-runner.test.ts`: added "settles
accept/finish under the admission guard without waiting on a run that
admission holds". The test holds the run `FOR UPDATE` like admission
does, then runs settle, then takes the guard. Before the fix, settle
waits and PostgreSQL reports a deadlock. After the fix, settle
completes.
- `server/src/__tests__/tool-access-service.test.ts`: start the empty
replacement after the cleanup holds the membership row. Then wait until
the replacement is blocked by the cleanup. The test still proves that
the replacement re-checks the member status after the cleanup and fails
closed.
- `server/src/__tests__/heartbeat-process-recovery.test.ts`: wait for
the adapter to start. Fail at once if the run settles before the adapter
starts. The test timeout is now 30 s, because the start (3 s to 6 s) and
the existing 5 s settle wait came close to the 15 s default.
- `server/src/__tests__/voice-session-store.integration.test.ts`: each
fixture prefix includes a per-run sequence, so prefixes in one run are
always distinct and stay at 10 characters.

## Verification

- Red/green for the deadlock: with the `native-broker.ts` change
removed, both new tests fail with `deadlock detected`. With the change,
both pass.
- `npx vitest run src/__tests__/dot-runner.test.ts` (server): 57 passed.
- Before the fix, I ran the Dot Rust test 8 times with
`deadlock_timeout=50ms` and got the deadlock in about 1 of 8 runs. Two
further runs of 16 iterations each passed.
- `npx vitest run src/__tests__/tool-access-service.test.ts -t
"fail-closed when empty replacement races"`: 3 passed, run 4 times.
- `npx vitest run src/__tests__/heartbeat-process-recovery.test.ts -t
"does not reap active adapter executions"`: this failed locally before
the change (start took 3.3 s to 5.5 s). It passes after the change.
- `npx vitest run
src/__tests__/voice-session-store.integration.test.ts`: 132 passed.
- `npx vitest run src/__tests__/muse-control.test.ts`: 256 passed. This
file covers the Muse settle path.
- Not run locally: the full `pnpm -r typecheck` / `pnpm test:run` /
`pnpm build`. CI runs them. A server `tsc --noEmit` shows no errors in
the changed lines. The existing errors come from the unbuilt runner
package in this worktree.

## Risks

- Low risk. The settle change keeps the same column writes and
conditions, now in one statement. It removes a lock wait. It does not
add a lock.
- The other changes are only in tests.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edit, and GitHub CLI).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 13:27:21 -06:00
DottaandPaperclip 0eaabe5c0b refactor(accounting): remove company serialization from paid settlement (#18917)
Settle paid operations through operation-scoped transactions. Preserve exact ledger evidence and replay while moving aggregate budget decisions to durable deferred work.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-04 07:29:28 -06:00
DottaandPaperclip ccc63ea458 fix(server): prove completed history before idle sleep (#18646)
Reviewed and verified at 592bce69c6.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-03 12:37:25 -06:00
829f9e7eaf fix(server): settle Muse terminal assignments from committed changes (#17793)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/12/changes/paperclip/12
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its external-agent module owns Muse assignments, operation receipts,
and worker holds.
> - Running assignments and retained terminal history must not cause an
empty maintenance scan every five seconds.
> - Terminal run changes and operation results already have durable
database transactions.
> - This pull request wakes the existing maintenance worker from those
commits and reconstructs work at startup.
> - The worker retries only concrete settlement debt. It retains
qualification deadlines and authority checks.

## Linked Issues or Issue Description

Refs: #17772. This is slice 57. Parent #17772 has merged.
Related: #17000, #17525, #17752, #17758. The publication targets master
and preserves the merged parent.

**What existing behavior does this improve?**

Muse terminal assignment settlement and the existing Muse maintenance
worker.

**Current behavior**

A running assignment can keep maintenance scanning every five seconds.
Terminal reconciliation rewrites unchanged history. Native finalization
also calls that reconciliation during periodic replay. Discovery
excludes a revoked original binding even when its assignment still needs
settlement.

**Proposed behavior**

Committed run changes and operation receipts wake the existing worker
with the original company, run or binding identity. Startup reconstructs
actionable work from existing rows. Maintenance processes bounded
batches and disarms after settlement. Default live and manual callbacks
remain. The periodic callback delegates this one duty.

**Reason and benefit**

Configured but idle instances stop querying for this obligation. Late
receipts, restarts, drain and historical bindings still have recovery
paths. No table or independent timer is added.

**Breaking changes**

No schema, endpoint or provider protocol changes. Explicit manual
reconciliation retains its unbounded default. This does not alter Cloud
sleep admission or claim that all instance work can sleep.

## What Changed

- Add an owner predicate shared by discovery and locked settlement.
Fenced private-worker uncertainty remains held without an automatic
retry loop.
- Preserve original binding generation and company/agent/run identity,
including revoked bindings. Fence only the terminal assignment during
reconciliation.
- Extend existing maintenance with scoped hints, bounded batches,
concrete-debt retry, startup reconstruction and quiet drain behavior.
- Register notifications inside existing terminal, projection,
cancellation, operation-result and send-failure transactions. Keep
qualification and OAuth signals explicitly global when coalesced with
scoped changes.
- Serialize only four domain IDs. Real native-finalizer tests caught and
prevent a circular-object serialization failure at this boundary.
- Use existing restore/worktree suppression and settings reactivation.
Delegate both periodic finalizer branches while retaining resource
callbacks and default live/manual settlement.
- Add the producer audit and regression evidence in
`doc/plans/2026-10-26-muse-terminal-settlement-sleep.md`.

## Verification

Accepted production source: `584015018ed4a9d57d2b0f192b75847503b54e53`.
Publication head: `305014b030d6c5eb891c70bc57036f4192d4fdad`. Normal
adoption of the actual parent squash preserves the complete accepted
child tree. Only audit text, a migration-count clarification, and the
proved Photon test extension follow.

- **3,715 distinct cases in 52 complete server files pass**, plus **20
selected chat cases** (3,735 selected total). The main 49-file batch
passes 3,008; process recovery passes 410; review response passes 273;
the full Photon file passes 24. The other 1,794 chat cases were not run
locally.
- **Quiet producer proof:** moving only the Muse fanout outside its
parent guard produces six candidate SELECTs and fails the regression.
Keeping the guard yields zero and still settles a real terminal run. The
same test hash spans the controlled red/green pair.
- **Photon review evidence:** repeated active callbacks produce zero
settlement hints/candidate SQL. Three concurrent attention recoveries
produce exactly one of each. The existing locked attention guard was
correct; production needed no fix. The parent security check accepted
the resolved finding before merge. This PR keeps the additional
settlement queue in the existing regression.
- **Static checks pass:** database build; server typecheck/build; module
boundaries; migration order; current Copilot identity. Packages equal
the accepted parent byte for byte. No new live provider qualification is
claimed.
- **Fixtures and failures:** 34 fresh PostgreSQL 17 fixtures have 412
applied migration receipts through tag 0413_tired_kronos, plus fresh
per-call helper fixtures. All 52 original test hashes restore exactly.
The additional Photon test hash matches its passing proof. Earlier
remote chat passive-idle failure remains recorded; both passive/missing
cases pass in the new selection. Parent handoff timeout/fresh-file-pass
accounting remains in its audit. No assertion or timeout was weakened.
- [Integration and quiet producer
audit](https://github.com/paperclipai/paperclip/blob/305014b030d6c5eb891c70bc57036f4192d4fdad/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md#current-master-integration-and-quiet-producers-2026-10-29).
Fresh CI, security, and exact-head Greptile 5/5 must pass before merge.

<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/f7477933469fdc960f555425dce66eff25a94e54/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/bbd31dea5ef3a4875950a87b4636af8b6bde858e/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: `f7477933469fdc960f555425dce66eff25a94e54`. This remains a
single-duty PR stacked on #17772.

- 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/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-muse-terminal-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-26-muse-terminal-settlement-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

- In-process signals do not capture independent SQL or other replicas.
Supported external events still need ingress.
- Pending assignments and operation receipts retain their original
binding identity. A new agent configuration cannot take their ownership.
- Genuine qualification, OAuth, and recovery deadlines remain
obligations. They must not be discarded merely to make the worker quiet.
- The parent coarse-hint guard prevents recurring Muse discovery; real
company/binding authority changes retain their signals.
- No full local repository suite, full chat suite, live Muse or Copilot
qualification, deployed sleep, database suspension, external alarm
coverage, or cost savings is claimed. Existing Cloud blockers remain.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 06:18:40 -05:00
DottaandPaperclip c6ee96a3df fix: stop idle MCP event polling (#17036)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:55:09 -05:00
DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:23:00 -05:00
DottaandPaperclip cb2d6e80d3 perf: stop polling idle Muse maintenance (#17000)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Muse qualification, OAuth authority, and terminal assignment
maintenance.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 14:20:59 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

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

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

Preserved CI failures and retries:

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


## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
DottaandPaperclip e6dcc6b095 Connect personal Muse through secure native execution and Vault OAuth (#16448)
Add company-scoped Muse native control, OAuth, wake receiver and recovery.

Recheck current authority after waits and before effects or receipt replay. Preserve task-read scope, assignment expiry, independent holds, nonblocking reassignment and truthful cleanup provenance.

Retain source trust on progress comments and verify current Muse V8 authority through real signed-JWT HTTP requests. Preserve the upstream trimmed ordinary authentication lookup.

Refs #16448.

Preserve captured canonical queue recovery and concurrent environment preparation while retaining the scoped Muse V8 exclusion. Normal migration 0354 and existing Muse SQL remain unchanged. Fresh current-head Greptile review is 5/5 with the project-write finding addressed. Required CI and independent technical review gate the merge; maintainer override is reserved for formal approval rules.

Recheck current Muse project-write authority after all receipt/task/run/admission waits, before creation or replay. Real PostgreSQL regressions reproduce four late effects/replays on the old route; the repaired three-file treatment passes 354 cases with no skips, and the scoped server typecheck passes. Ordinary/Dot behavior is preserved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-17 22:44:36 -05:00
DottaandPaperclip 2cc7992369 Share the external Runner lifecycle and add strict Muse contracts (#16444)
Add the external Runner foundation with distinct Dot/Grok V6, canonical home-mode V7 and Muse V8 contracts.

Keep generated schemas and profiles synchronized. Bound default question-answer command IDs in a disjoint namespace while preserving existing IDs and durable replay. Preserve canonical migration history and add normally generated, replay-safe Muse schema milestones with literal preview-history fixtures.

Refs #16444.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-16 13:46:50 -05:00