Commit Graph
2 Commits
Author SHA1 Message Date
4d0847c4ca fix(server): settle external conversations from committed work (#17772)
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https://entire.com/gh/paperclipai/-/trails/6/changes/paperclip/6
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## Thinking Path

> - Paperclip manages AI agents and the tasks that they execute.
> - External conversations must become idle after an authorized response
is published and all related work is complete.
> - Native replay and stranded-task recovery still discover this
settlement work through recurring scans.
> - A new deadline worker must preserve response ordering, monitor
handoffs, and unfinished work.
> - This pull request gives settlement one shared readiness predicate
and activates its worker from committed changes.
> - Existing rows provide recovery truth. No new table or per-feature
timer is added.
> - The benefit is a settlement worker that becomes quiet and resumes
when relevant work changes.

## Linked Issues or Issue Description

Refs #17758. This is slice 56. Slice 55 has merged. Related: #17606
(chat milestones), #17663 (bounded run reads), #17665 (monitor proof),
and #13809 (answered Slack conversation lifecycle). The provider
applicability remains Slack and Speko-owned conversations. This does not
extend Telegram settlement from #16559.

**What happened?**

Conversation settlement depended on periodic native replay and generic
task recovery. An exhausted monitor also cleared its schedule before
recovery admission. During that gap, an answered conversation could look
finished. Failed or deferred admission lost the monitor schedule.

**Expected behavior**

Relevant committed changes activate settlement. The worker uses the
owning service's evidence and becomes quiet when no settlement is owed.
Monitor recovery stays pending until admission, and restart does not
admit an already accepted recovery twice.

**Steps to reproduce**

1. Create an active external conversation with a successful run and an
authorized published response.
2. Keep execution, approval, a goal, or a monitor pending. Let the
settlement worker become quiet.
3. Resolve that prerequisite through its owning service. Verify that the
conversation settles without another periodic sweep.
4. Delay or fail exhausted-monitor recovery admission. Verify that the
monitor remains pending and the conversation cannot settle during the
handoff.

**Paperclip version or commit**

Accepted production source: `50f4432ed88537b8d522cf1dce24c33588db0bac`.
Parent #17758 merged as `8ac5a128e66fb672e88106412f76cf278599bfc4`. The
publication adopts that actual squash through a normal merge with an
unchanged complete child tree.

## What Changed

- Preserve quiet after coarse company-only maintenance hints. The shared
inbound-notice and response-availability helpers keep settlement enabled
by default. Only the milestone dispatcher suppresses their duplicate
settlement fanout. Its scoped issue-review signal and the explicit
company-authority signal still wake real work. Four database cases prove
both quiet and real company-wide producer delivery.
- Preserve source-generation checks for chat handoff,
task-before-comment locking, issue-scoped decision invalidation, and
current conversation event columns from master.
- Track initial external conversation settlement through shutdown
without blocking HTTP readiness on endpoint or task locks.

- Reuse the real queue's coalesced recovery receipt after restart,
without admitting the same monitor recovery again.

- Share the existing conversation readiness predicate between bounded
discovery and locked settlement. Preserve current provider policy,
run/publication proof, company boundaries, and endpoint-to-issue lock
order.
- Register a scoped deadline worker through the delivery coordinator.
Preserve startup, restore/worktree suppression, drain/resume, failure
recovery, and joined shutdown.
- Extend existing review, milestone, wake-notice, and finalization
signals. Add notifications at independent issue, comment, goal, session,
and wake-receipt unblocks.
- Keep monitor owner recovery pending until guarded admission. Reuse an
accepted receipt for the same monitor schedule after restart, even when
its limit reason changes; retain compatibility with legacy receipt keys.
Commit board escalation and its monitor clear together.
- Delegate periodic native settlement while preserving resource
callbacks. Keep direct/manual defaults and preserve generic recovery
ordering with a read-only readiness guard.
- Add the producer and lifecycle audit in
`doc/plans/2026-10-26-external-conversation-settlement-sleep.md` and
update the stack ledger.

## Verification

Accepted production source: `50f4432ed88537b8d522cf1dce24c33588db0bac`.
Publication head: `b256bb52647affd9f5279ea8c40f48bbe40f031f`.
The complete accepted child tree stays unchanged when adopting merged
parent #17758. This publication adds only the audit document.

- **3,129 distinct cases in 37 complete server files pass**, plus **18
selected chat-response cases** (3,147 selected cases). The other 1,796
chat cases were not run locally. Full settlement, queue, scheduling,
run-state, goals, interactions, task Retry, decision targets, status
reassessment, workspace, process recovery, and review consumers are
covered.
- **Preserved failure:** the first 35-file command passed 2,445 cases
and timed out one restored-work handoff at its existing 15-second limit.
That aggregate command failed. The unchanged full 89-case actions file
then passed on a fresh fixture; the affected case took 22 ms. Root cause
was not established. No timeout or assertion changed. The 34 other files
passed originally. Distinct counts exclude duplicate actions passes.
Fresh CI remains a separate gate.
- **Indirect wake regression:** the original unconditional baseline
failed two quiet checks. Guards alone left the chat case failing with
three candidate queries. The final controlled indirect baseline fails
one of four cases; the repair passes all four with the same test hash.
Positive controls preserve real company-only producers.
- **Source and fixture controls:** all 38 selected test files restore to
their exact committed hashes after fixture imports. Fresh PostgreSQL 17
fixtures use 413 migrations. All five manual merge resolutions preserve
current authority, locking, and event-column contracts.
- **Static checks pass:** database build; server typecheck and build;
module boundaries; migration order; Copilot profile identity. Runner
packages equal the accepted parent byte for byte. No new Runner/package
qualification is claimed.
- [Current integration and wake
audit](https://github.com/paperclipai/paperclip/blob/b256bb52647affd9f5279ea8c40f48bbe40f031f/doc/plans/2026-10-26-external-conversation-settlement-sleep.md#current-master-integration-and-indirect-wake-audit-2026-10-29).
Latest-head CI and exact-head Greptile 5/5 must pass before merge.

<details><summary>Earlier revision verification and preserved 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/83204a67880d980cfbea3771cee19a3cda0022b7/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/ef9ae5767430d0093efc736ae0b303ba5afaae65/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: `83204a67880d980cfbea3771cee19a3cda0022b7`. This remains a
single-duty PR stacked on #17758.

- 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/d6d8e4ffa6b330ebf4647aec997ee2dde6abc321/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-external-conversation-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/d6d8e4ffa6b330ebf4647aec997ee2dde6abc321/doc/plans/2026-10-26-external-conversation-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

- Signals cover supported in-process writers. They do not supply change
capture for independent SQL or other replicas.
- Real company-wide changes can inspect active candidates. Coarse
maintenance hints do not activate settlement. Configured idle and
retained history must remain quiet.
- Monitor receipt binding and admission order must preserve company,
agent, issue, and exact schedule identity. Current parent handoff locks
and source-generation checks remain intact.
- The local restored-work timeout is retained above. A fresh full-file
pass does not establish its cause; latest-head CI must also pass.
- Generic recovery and Muse/resource duties remain separate slices. This
does not make the whole server idle. Existing Cloud sleep blockers
remain. No deployed sleep, database suspension, external alarm coverage,
fleet cost, or live provider qualification claim is made.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, 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 06:02:43 -05:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent creation, approval, pause, and termination change whether an
agent can work.
> - These changes currently use separate service and database paths.
> - Some agents need setup after their record exists and before their
harness can run.
> - This PR adds one module that owns those state changes and their
transactions.
> - The module records progress and retries incomplete work after a
server restart.

## Linked Issues or Issue Description

**Problem or motivation**

A hire can become active before its execution environment is ready.
Direct agent state writes also bypass one common lifecycle boundary.
Termination does not have a durable step for resource cleanup.

**Proposed solution**

Use agent lifecycle commands for hiring, approval, pause, resume, and
termination. Keep proposed hires pending until approval. Prepare each
approved hire, test its saved harness configuration, and then permit
work. Wait for required plugin work before completing a step.

**Alternatives considered**

A general database commit hook would expose transaction details to
callers. A timer alone would delay each new hire. This module owns each
command transaction and starts its worker after commit. A periodic scan
recovers work after a process stops.

**Roadmap alignment**

This change adds the lifecycle boundary for the existing agent and
plugin systems. It does not add a user interface or a provider
implementation. It replaces the lifecycle delivery approach in #15391.
Related proposals include #11475 and #13099; this change does not add
their external executor protocols.

## What Changed

- Add durable approval, preparation, verification, pause, resume, stop,
and cleanup states.
- Keep agent creation, lifecycle state, configuration writes, and agent
record deletion behind `modules/agent-lifecycle`. Keep validation,
credential rules, reads, onboarding, invitations, general approvals, and
company data deletion in their services.
- Commit a hire before the remaining onboarding or invitation work.
Serialize requests with the existing dedicated database connection
helper. Reuse the hire after a failed attempt.
- Keep accepted work in the run queue during setup. Require execution
and cleanup evidence before completing pause or termination.
- Retain the original credential owner when approving migrated hires.
- Start lifecycle work after each command commits. Use database leases
and revision checks for retries and late results.
- Add a generic required plugin method and capability. Store the
required plugin IDs for each agent. Track host and plugin completion
separately.
- Keep harness verification and credential rules in services. Supply
their results to lifecycle through explicit ports. Reject failed logins
and incomplete probes.
- Remove reverse imports from lifecycle adapters into services. Share
record queries and validation below both layers.
- Use one hire decision path for agent IDs and approval IDs. Resolve the
approval and agent change in one transaction. Expose policy
reconciliation on the command object.
- Save configuration and verification invalidation through one module
operation. Ordinary commands own their transaction. Restrict the shared
transaction integration to its listed callers. Reject identity, company,
accounting, timestamp, and unknown fields.
- Require completed termination before deleting agent records. The
company deletion service calls the module through a separate deletion
interface.
- Save an approved secret before applying its agent binding. A failed
binding leaves the secret approved. A retry reuses it.
- Remove old permission and metadata export files. Move hire
configuration rules out of lifecycle persistence.
- Report failed worker steps and scans with operation context and known
error codes. Omit provider messages, stacks, and configuration values.
Document ordinary application use and extension rules.
- Recover expired native owners only after execution stops. Retry
cleanup of failed retained leases. Wait for setup in the live smoke
script.
- Keep manual, budget, and company pause reasons separate. Guard
execution status writes with the ready state.
- Add a migration, boundary checks, regression tests, and a lifecycle
guide. Keep the current UI.
- Limit periodic policy checks to 100 eligible agents per minute.
Continue from the last agent ID. Exclude pending hires and agents in
termination or a final state. Keep explicit company and budget updates
immediate.

## Verification

- Latest head `ccc3c86b0` aligns the shared status update schema with
the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2
CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile
comment is fixed. CI is running; no new Apex review was requested for
this small fix.

- Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test
uses the shared 90-second timeout from master; the older timeout commit
was removed. The affected backup test passes.
- Agent budget edits now pass the target agent ID through enforcement.
All 50 affected tests, server TypeScript, and 11 boundary tests pass.
Both configuration update paths have regression coverage. CI is running
on the latest head. No new Apex review was requested for these small
fixes.

- Rebase `9b568666a` preserves the run-control extraction and
delivery-work startup changes from master. All 559 affected tests,
server TypeScript, and 11 boundary tests pass. CI and Apex review are
running on the final head.
- The policy scan fix passes 56 lifecycle and diagnostic tests, 24
policy and caller tests, and 11 boundary tests. A regression test checks
the page limit, interval, excluded states, and cursor wraparound.

- Rebase `fd4698750` passes all 611 tests in eight affected lifecycle,
route, and heartbeat suites. Server TypeScript and all 11 module
boundary tests pass. The company deletion rollback and concurrent hire
tests are included.

- Follow-up `00aac7646` fixes the failed decision deletion test and the
public update schema. All 126 affected server tests, 8 shared tests, 2
CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI
TypeScript checks pass.

- Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc
--noEmit`.
- All 11 boundary tests pass: `node --test
scripts/check-module-boundaries.test.mjs`. The repository boundary scan
also passes.
- All 68 lifecycle, failure diagnostic, and harness verification tests
pass. Tests reject forbidden fields through the root command, combined
transition command, and restricted transaction integration. They also
check invalid fields returned by configuration preparation.
- Failure tests cover host work, plugin work, claims, renewals,
deferrals, and scans. Log tests check known error codes and exclusion of
private error contents.
- All 355 tests in 10 existing caller suites pass. These tests cover
secret approval, pairing, pending hires, credentials, company import,
built-in agents, managed agents, instructions, and skills.
- The branch is rebased onto `origin/master` at `2eb5187e4`. The queue
guards and cancellation lock fix use the extracted heartbeat queue.
Agent cancellation uses the extracted run-control file. The source diff
scan found no secrets or private URLs.
- Earlier checks cover approval retries, rollback, late verification
results, policy holds, deletion rollback, concurrent company deletion,
and queue admission during setup.
- Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it
5/5 with no open comments. CI and a new Apex review are pending for the
rebased commit. The branch has no merge conflicts.
- The full local build and native Dot suite were not run. The host has
no Cargo. No live provider test was run.

## Risks

- Background policy recovery takes more than one minute when more than
100 agents are eligible. Explicit company and budget updates still
reconcile immediately.

- The restricted configuration integration keeps an agent reference and
its dependent records in one transaction. It cannot change a budget or
invoke a lifecycle transition. A periodic scan starts pending setup
after that transaction commits.
- Secret approval and binding use separate transactions. A failed
binding can leave an approved secret with no agent binding.
- New approved hires remain unavailable until setup and verification
complete. Existing clients see `paused` during these steps. This PR does
not change the UI.
- Migration `0320_daily_onslaught.sql` maps existing statuses and pause
reasons. It does not create external resources or claim that an existing
harness passed verification.
- Use a coordinated server update for this migration. Older server
versions can write legacy status without the new lifecycle checks.
- A failed onboarding or invitation request can leave a committed hire.
A retry reuses that hire and completes the remaining records.
- Deletion requires completed termination. Company deletion can require
another request while cleanup is pending.
- Required plugins must make repeated calls safe and reject older
revisions. A disabled or removed required plugin blocks completion until
it is restored.
- A new hire can run a second harness test after the existing UI test.
Some adapters can charge for this test.
- No live provider test was run. Provider implementation and resource
backfill remain separate work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local test
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00