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DottaandClaude Opus 5.5 1b7ec13acb perf(native): default remote sandbox runs to a warm, reusable sandbox for measured harnesses (#20048)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can run in remote sandboxes (Daytona), where each turn needs
the task's workspace and a runner inside the sandbox
> - With a default environment, every remote turn got a brand-new
sandbox: the whole workspace was uploaded again and a new runner
started, even for a follow-up comment
> - In a paperclip-sized workspace that made a follow-up take 30 s to
first token, against 8–10 s with a reusable warm sandbox
> - This pull request makes an agent that never chose a lifecycle run
warm on a sandbox for the measured harnesses (Codex, OpenCode, Claude),
so a follow-up keeps its sandbox, runner and workspace
> - The default applies only where warm can work: a sandbox provider
that keeps reusable leases, and a managed AI account that supports a
warm session. Everywhere else the run is per-turn, exactly as before
> - The benefit is fast remote follow-ups by default, without
re-uploading a large repository every turn

## Linked Issues or Issue Description

**What happened?**
On Daytona, with a fresh paperclip clone as the project workspace, a
follow-up comment took 30 s to its first token. The run log showed
`environment: fresh/created` on every follow-up. It spent 13.3 s in
`workspace_sync.transfer`, a full upload into the new sandbox, and 8–9 s
in `runner.session.resume`.

**Steps to reproduce**
1. Create a Daytona environment with the defaults: lifecycle inherited,
lease reuse off.
2. Run a Codex task in a large repository, then post a follow-up.
3. The follow-up gets a new sandbox, uploads the whole workspace again
and starts a new runner.

**Expected behavior**
A follow-up on the same task reuses the live sandbox, its runner and its
workspace (plan rule 2: no full re-upload per turn).

## What Changed

- **One rule for the default.** `defaultsRemoteSandboxRunToWarm`
(`native-runtime/native-warm-capability.ts`) decides the remote-sandbox
warm default for both the lease (environment view) and the runner
(native session policy), in one vocabulary (runtime backend plus ACPX
agent). It is applied only when no lifecycle was chosen anywhere:
admitted session, environment `runnerLifecycleMode`, or agent
`lifecycleMode`. It holds only when:
  1. the harness is measured (Codex, OpenCode, ACPX Claude);
2. the sandbox provider keeps reusable leases (Daytona, CreateOS and
boxd declare them; E2B, Modal and the built-in `fake` do not); and
3. with a managed AI account, that harness supports a managed warm
session (`supportsManagedNativeWarmSession`: Codex).
- **The harness resolves as the runtime resolves it.**
`resolveWarmProviderSelection` uses
`resolvePaperclipRunnerProviderProfile`, so an omitted `provider` is
Codex and ACPX without an agent is Claude, in both decisions. A config
the runtime would refuse gets no default.
- **Lease side** (`runner-environment-lifecycle.ts`,
`environment-run-orchestrator.ts`): for an eligible run only, the
orchestrator asks the provider before acquisition
(`providerSupportsReusableLeases` in `environment-runtime.ts`: the
acquisition rule, one registry lookup for a plugin provider, no
worker-ready wait). With support, the run-scoped view sets `reuseLease:
true` and forwards the warm idle window to the provider's auto-stop. The
shared environment is never rewritten. Every other run resolves exactly
as on master, without the probe.
- **Runner side** (`native-lifecycle.ts`, `runtime-selection.ts`): the
native policy applies the same rule to the acquired lease
(`reusableLeaseConfigured && effectiveCapabilities.reusableLeases`). If
acquisition downgrades the lease anyway, the run falls back to per-turn;
a default never produces
`runner_warm_environment_requires_reusable_lease`.
- **Idle window.** The remote default uses the window the environment
view forwards to the provider: an inheriting environment's
`runnerIdleTimeoutMs`, then the agent's `idleTimeoutMs`, then 5 minutes.
The sandbox execution target now carries the environment's window
(`runnerIdleTimeoutMs`, an optional field in `adapter-utils`'s execution
target) so the runner and the provider auto-stop agree. An explicit warm
choice and the local default are unchanged.
- Unchanged: explicit agent choices, environments that pin a lifecycle,
plugin-task environments, admitted sessions (`persistedPolicy`), and
local behavior.
- `tests/restart-chaos`: the vCPU budget check counts `--daytona-inherit
--lifecycle default` sandboxes as retained, because they now default to
warm.
- `doc/plans/2026-11-08-large-workspace-speed.md`: the measurements, the
ranked waits, and the gate.

## Verification

- Unit and integration tests, one per rule:
- Rule 1 (provider gate): `native-lifecycle.test.ts` (ephemeral lease →
per-turn), `runner-environment-lifecycle.test.ts` (no reusable leases →
environment unchanged, no warm window),
`environment-runtime-reusable-lease-probe.test.ts` (`fake`, an
undeclared plugin, a declared plugin whose worker does not verify the
reuse methods, and a plugin without a running worker read false),
`runtime-selection.test.ts` ("defaults an agent without a lifecycle on
...": reusable → warm/keep_running; reuse configured on an unsupported
provider → per_turn/destroy_after_turn; ephemeral → per_turn),
`environment-run-orchestrator.test.ts` (probe result decides
`reuseLease` and the forwarded window).
- Rule 2 (explicit configuration wins): explicit per-turn agent, pinned
environment, admitted session, configured `idleTimeoutMs`, managed
Claude per-turn, managed Codex warm; the orchestrator does not probe
when a lifecycle is explicit.
- Rule 3 (omitted provider): `{}` resolves to Codex in the environment
view; `runtime-selection.test.ts` "agrees with the environment view's
lease for ..." feeds the environment view's lease into selection for
Codex, a provider-less Codex agent, OpenCode, ACPX Claude, ACPX without
an agent, and Copilot (per-turn), and checks both decisions agree. A
plugin-task target stays out of the default.
- The two suites that failed on the previous head
(`runtime-selection.test.ts`,
`workspace-recovery-preparation-dispatch.test.ts`) pass locally.
Locally, 6 connector-skill cases in `runtime-selection.test.ts` fail
with `ENOENT .claude/skills/slack/SKILL.md` because this checkout is a
nested worktree; they do not touch this change and pass in CI.
- End-to-end check of this default on Daytona (before the gate was
added; Daytona keeps reusable leases, so the gate does not change this
path): a user-default environment (lifecycle inherited, lease reuse
unset, `--daytona-inherit`), a fresh paperclip clone, built from the
image's source revision with this change (branch measure/remote-warm).

  | | Before (per-turn sandbox) | After (this change) |
  |---|---|---|
  | Follow-up, Codex | 30.4 s | 7.6 s |
  | Follow-up, Claude | about 30 s | 11.0 s |
  | First follow-up after an idle K1, Codex | 45.9 s | 20.3 s |
  | First follow-up after an idle K1, Claude | 38.3 s | 18.3 s |

The run-log reuse records show the follow-ups reusing the workspace,
environment, runner and provider session, with no
`workspace_sync.transfer`. First turns still upload the workspace once
(14.8 s and 26.1 s). Every sandbox was cleaned up.
- Daytona restart chaos wave (K1/K2/K4 with a mid-run comment,
inheriting environment, agents with no lifecycle, runner image built
from this branch): wave `w-20261110T171438-s20048`, seed 20048, on
b7f6243d60 with image `paperclip-daytona-runner@sha256:76a33275…6fe29`
(built from this branch by the `image_only` runner workflow; runner
content id `ed503454…a479` matches every later commit here, which change
only server, adapter-utils types and tests). `--daytona-inherit
--lifecycle default --adapters codex,claude --workloads A1,C1 --triggers
time,comment --faults K1,K2,K4 --tasks 6 --concurrency 3`.
- **6/6 tasks pass** (R1–R6 and T), all 6 crossed a restart; cells:
Codex A1 K2, Codex A1 K4, Claude A1 K4, Claude C1 K1, Claude C1 K4,
Codex C1 K2 at the mid-run comment. **No task needed Retry** (R3 n/a on
every task; one Claude task recovered automatically from
`process_lost`). No open signatures, 0 speed breaches.
- The default applied: the R6 sweep found 6 retained reusable leases
(one per task, Daytona keeps them) and no orphan or leaked sandbox; the
environment was deleted cleanly.
- Timings (Daytona, first turns, n=3 each): TTFT p50 Codex 21.9 s,
Claude 31.0 s. Restart recovery p50/p95: Codex 10.5 s / 29.6 s (n=3),
Claude 8.8 s / 23.9 s (n=2). Warm follow-up TTFT has no clean sample in
this wave (both follow-ups were crossed by a fault), so the follow-up
comparison above (30.4 s → 7.6 s Codex, ~30 s → 11.0 s Claude) remains
the speed evidence; no separate per-turn chaos wave was run.
- An earlier attempt, `w-20261110T170357-s20048`, never started tasks:
the first sandbox from the new image stayed `creating` past the
harness's 300 s Codex qualification bound (Daytona building the new
snapshot). It left one sandbox that the harness reported after deleting
the environment; the rerun on the cached snapshot is the wave above.
- The idle-window fix (9a74116082) landed after the wave; it changes
only runs whose inheriting environment sets `runnerIdleTimeoutMs`, which
this wave's environment does not.

## Previous-release story

No persisted state changes shape. A session admitted per-turn before
this change keeps its saved policy (`persistedPolicy` wins) until a new
session starts. A run in flight at the cutover keeps its admitted
lifecycle for recovery (`admittedLifecycleMode` wins in the environment
view).

## Cost and opt-out

- **Cost:** after a turn, the sandbox and its warm runner stay up for
the warm idle window (the environment's `runnerIdleTimeoutMs`, else the
agent's `idleTimeoutMs`, else 5 minutes). Then the controller suspends
the runner, and the provider auto-stop follows the same window. One idle
window per active task.
- **Opt-out:** set the agent's lifecycle to "Turn by turn"
(`lifecycleMode: per_turn`), or set the environment's
`runnerLifecycleMode` to `per_turn`. Either wins over this default.

## Reuse scope, restart and saved work

- **One lineage per sandbox.** The Daytona plugin keys a reusable lease
by the agent plus the execution workspace (or issue). Another task never
gets a sandbox holding a different task's files, and subtasks still get
fresh workspaces from the project base, so they get their own sandbox.
The workspace is adopted only after its stamp matches the host's.
- **After a restart,** a warm sandbox is reattached or replaced through
the existing warm recovery and owner fencing. A sandbox with a live
owner is never claimed twice. The Daytona chaos wave above checks this.
- **No lost work.** Each turn's workspace copyback
(`workspace_finalize`) runs at the end of the turn, before any idle
suspend, as for per-turn runs.

## Risks

- **Cost:** an idle sandbox stays up for the warm idle window (5
minutes) after a turn, then suspends. Only on providers with reusable
leases.
- **Probe cost:** one plugin-registry lookup before acquisition, only
for runs the default can apply to. No wait for a worker: a provider
whose worker is not running yet reads as unsupported, so that run is
per-turn.
- **Known gap (pre-existing, not widened):** with an explicit agent warm
choice on an inheriting environment that sets `runnerIdleTimeoutMs`, the
provider gets the environment's window while the host uses the agent's,
as on master.
- **Restart behavior on warm remote sandboxes** uses the existing warm
recovery paths. The Daytona chaos wave above checks K1, K2 and K4.
- Sessions admitted per-turn before this change stay per-turn until a
new session starts.
## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file editing, test execution, Daytona measurements).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:49:14 -06:00
DottaandClaude c37eacbee3 fix(native): Retry re-finalizes a saved result that ran out of finalization retries (#20578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save an accepted result. Then a finalizer applies that
result to the task.
> - Finalization has its own budget of 3 failed attempts (#20555). When
the budget runs out, the coordinator goes to `terminal_failure` with
`native_finalization_retry_exhausted`.
> - For a provider-succeeded run, the task then rests `in_review` with a
board recovery card. The task shows "resolved" and offers no Retry. The
user is stuck.
> - The ordinary Retry is also wrong here: it starts a new provider run,
which repeats work the agent already finished.
> - This pull request adds two things. First, contention failures on
such a result get two longer automatic delays before the board gets the
task. Second, when the state is still exhausted, the task offers Retry,
and that Retry applies the same saved result again.
> - The benefit: fewer tasks need a Retry, and when one does, Retry
works and does no duplicate provider work.

## Linked Issues or Issue Description

Refs #20555 (it names this gap under Risks).

**What happened?**
In restart-chaos wave `w-20261110T044338-s20385`, task t03 ended with a
succeeded run, an accepted result, and a coordinator in
`terminal_failure` / `native_finalization_retry_exhausted`. The issue
stayed `in_review` with a board-owned `active_run_watchdog` card and
`canRetry=false`. #20555 stopped the early exhaustion. A real exhaustion
still leaves the same stuck state. Coordinators that older builds
already left in this state are stuck the same way.

**Expected behavior**
Transient finalization failures recover by themselves when that is safe.
When they do not, the task offers Retry. That Retry re-finalizes the
saved result. It does not start a provider run and does not charge a
provider attempt.

**Steps to reproduce**
1. Let a native run save an accepted result and end `succeeded`.
2. Make each finalization of that result fail until the budget of 3 runs
out.
3. Before this fix, the task presentation is `resolved` with
`canRetry=false`, and the board card has no action that applies the
result. The new test
`server/src/__tests__/native-exhausted-finalization-retry.test.ts`
reproduces this.

**Paperclip version or commit**
master at c58356003f (after #20555).

## What Changed

- `native-run-finalizer.ts` (`recordRetryableFailure`): when the budget
runs out on an accepted result of a provider-succeeded run, and the
cause is contention (`status_cas_exhausted` or
`side_effect_planning_failed`), the coordinator stays
`retryable_failure`. It tries again after 2 minutes, then after 10
minutes, each with a fresh budget. Each delay is recorded once in
`recoveryHistory` (`automatic_finalization_backoff`). After both delays,
the old terminal path runs. Deterministic causes (for example
`native_finalization_invalid`) and workspace-scope failures are
unchanged. The existing deadline worker (`native-result-commit-work`)
runs the retry, so no new timer or poll is added.
- New `native-runtime/exhausted-finalization-retry.ts`:
- `exhaustedNativeFinalizationCondition()`: one SQL predicate for
"succeeded native run, accepted result, coordinator `terminal_failure`
with `native_finalization_retry_exhausted`, no lease, no successor".
- `rearmExhaustedNativeFinalization()`: under the task lock, reopens the
same coordinator (`arbitrating` or `workspace_finalizing`), records
`exhausted_finalization_retry` in `recoveryHistory`, resolves the board
card (`handed_back`), and resets `finalizationFailureCount` to 0. It
sets a 30 s fallback `nextAttemptAt`, so the deadline worker finishes
the job if the process stops first.
- `refinalizeSavedNativeResult()`: runs `finalizeNativeRun` for the same
run with `preserveProviderAttempt: true`. A failure goes through the
finalizer's normal bounded budget.
- `task-interruption-presentation.ts`: the run read adds
`nativeFinalizationRetry` from that predicate. A succeeded run with this
flag shows `state: "failed"`, `canRetry: true`. It also adds
`nativeFinalizationRetryPending` (`savedResultRetryPendingCondition()`:
coordinator not committed or terminal, with an
`exhausted_finalization_retry` entry). While it is true the task shows
`state: "working"` with `recoveryStep: "finishing_recovery"`, so the
user sees the Retry took effect. Done or cancelled tasks, user gates,
and ordinary runs are unchanged.
- `task-retry.ts` (`admitTaskRetry`): for a succeeded native run in the
exhausted state, Retry re-arms the coordinator instead of creating a
provider retry. It writes a `coalesced` `task_retry` receipt bound to
the same run with strategy `finalize_result` (an existing strategy
value), joins any unadmitted Retry intent to it, and logs
`issue.retry_requested` with `strategy: "finalize_result"`. The
idempotency key still returns the same receipt on replay. A later click
with a new key, after an earlier saved-result Retry of the same run
(still finalizing, or applied), joins that Retry with another coalesced
`finalize_result` receipt and starts no provider work.
- `routes/issues.ts` (`POST /issues/:id/retry`): after the receipt
commits, it starts `refinalizeSavedNativeResult` for that run instead of
the provider Retry dispatch.
- `doc/execution-semantics.md`: documents the automatic delays and the
re-finalizing Retry.

## Verification

- `cd server && npx vitest run
src/__tests__/native-exhausted-finalization-retry.test.ts` (4 tests):
- Exhausted state reports `state: "failed"`, `canRetry: true`. Retry
re-arms the coordinator, writes a `finalize_result` receipt and an
`issue.retry_requested` activity row, and replays idempotently. A second
click with a new key while pending, and a third after commit, join the
same Retry; no provider Retry wake exists. While pending, the task shows
`working` / `finishing_recovery`. Re-finalization commits, and the task
shows resolved. The run count for the task stays 1, the coordinator
`attempt` is unchanged, the run stays `succeeded`, and no board card
stays active.
- Old-shape row (no `finalizationFailureCount`, `attempt: 3`, already
terminal): the same Retry works with no migration.
- Re-finalization that fails again: the coordinator goes to
`retryable_failure` with a fresh count of 1, then to `terminal_failure`
after the budget, and the task again shows `canRetry: true`. Nothing is
lost silently.
- Contention failures (failpoint `status_projection`): two automatic
delays (2 min, 10 min) with the task status unchanged, then the board
Retry, which commits with no new run.
- Red/green: with only the new module and test applied (finalizer,
presentation, task Retry, and route reverted), all 4 tests fail
(`canRetry` false; no automatic delay).
- `npx vitest run src/services/task-interruption-presentation.test.ts`
adds unit cases: the flag offers Retry; ordinary succeeded runs stay
resolved; ordinary failed runs keep `canRetry: true`; done tasks stay
resolved.
- Also passing: `native-finalization-retry-budget`,
`native-finalization-recovery`, `native-run-finalizer-telemetry`,
`task-interruption-query`, `interrupted-preparation-restore-retry`,
`native-result-commit-work`, `workspace-recovery-admission`,
`workspace-recovery-preparation-gates`,
`deferred-execution-receipt-work`.
- `npx tsc --noEmit -p server/tsconfig.json` passes.
- Not run: the full local suite (`pnpm verify` selects about 2,450 files
for these shared modules; CI covers it), and no live restart-chaos wave.

## Risks

- Previous-release story: coordinators saved by older builds in
`terminal_failure` / `native_finalization_retry_exhausted` qualify by
phase and code. The count is optional. Nothing is migrated. Older rows
do not get the automatic delays; they get the working Retry.
- Automatic delays add at most two extra finalization rounds of the same
saved result, only for contention causes, only for provider-succeeded
accepted results. During the delays the task keeps its prior status, as
it does during the normal 30 s retries. Supersession by a newer run is
still checked first on every attempt.
- The re-finalizing Retry applies the agent's saved result after a
person may have looked at the task in review. It uses the normal status
arbiter and CAS. Done and cancelled tasks, other assignees, and newer
runs refuse it.
- No change before `turn.start`: all new work is on the finalization,
presentation, and Retry paths.

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

## Model Used

- Anthropic Claude, model ID `claude-opus-5-5`, used through Claude Code
with tool use (shell, code editing, test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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 <noreply@anthropic.com>
2026-11-10 11:48:47 -06:00
Nicky LeachandPaperclip 98ce93dd4e Choose project storage from compatible environments (#20587)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects supply repository files to agent runs through core staging
or a storage plugin.
> - A storage plugin's default claim silently attached new projects even
when their agents used a different environment.
> - An environment name or driver type does not establish shared storage
access. The existing binding and task-driver contracts do.
> - This pull request groups creation choices by that contract and
selects storage from the creator's effective environment.
> - The benefit is a visible, validated choice and a clear error before
an incompatible managed workspace operation.

## Linked Issues or Issue Description

Fixes #20459.

Related: #20156 covers a separate provider-failure diagnostic. The PR
search found no other fix for #20459. ROADMAP.md has no duplicate
project-creation change.

## What Changed

- Show **Available in** when configured environments require different
project storage. Each option names the environments that can use the
same storage owner. Hide the selector when all choices are compatible.
- Derive compatibility from repository staging and managed binding
ownership. Local, SSH, and sandbox environments use core staging.
Managed storage requires a registered task driver from the same
installed storage plugin. Separate storage plugins remain incompatible.
Unknown plugin contracts and the fake sandbox are excluded.
- Follow the creating agent's environment, or the person's primary
agent, then the instance default and local fallback. Apply managed-only
and forced Kubernetes policy. The product has no separate user or
company environment-default field today.
- Add a company-authorized discovery endpoint and an optional creation
`environmentId`. Validate the choice again on save. Store the storage
owner without overriding agent run environments. Preserve explicit API
storage choices and existing project ownership.
- Keep the hidden repository-free private-task project independent of
environment availability. Submit the observed storage owner as
`expectedStorageProviderPluginId` so a changed contract fails at save
without setting a workspace policy. Instance task-isolation defaults
stay inherited.
- Reject an incompatible managed workspace before a provider operation.
Name the storage and selected environment in the error. Add regression
tests, API documentation, creation-story fixtures, and minimal
corrections to obsolete map text.

## Verification

- **102 tests passed across 7 files:** project environment integration,
installed storage policy, repository persistence, project environment
routes, project creation telemetry routes, OpenAPI, and
NewProjectDialog. Run with `node node_modules/vitest/vitest.mjs run
server/src/__tests__/project-environments.test.ts
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/project-repositories-persistence.test.ts
server/src/__tests__/project-routes-env.test.ts
server/src/__tests__/project-goal-telemetry-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/NewProjectDialog.test.tsx --silent`.
- The review fixes cover both archived-default private-task cases and
changed-storage rejection. With both instance isolation flags enabled, a
new core repository project keeps a null policy and resolves to an
isolated Git worktree. The complete affected set passes all 102 tests.
- The CI query-error policy failure was fixed by using the shared query
view. The form and shared query-view suites pass **24 tests**, including
cached choices during a transient refetch failure. `node
scripts/check-query-error-rendering.mjs --enforce --summary` reports
zero findings.
- CI exposed stale SDK source hashes and heartbeat fixtures that paired
plugin storage with Local. Refreshed exactly four shared-source hashes
with the maintained generator (runtime pins unchanged). All **53 SDK
privacy/source-proof tests**, including real built SDK output, pass. All
**7 corrected managed-storage heartbeat scenarios** pass; the fixtures
declare the owning plugin's task environment and substitute transport at
the existing execution seam.
- Shared and UI TypeScript checks pass. The UI production build passes.
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and diff checks pass.
- Tested UI states: compatible choices, incompatible groups, default
within a group, manual override, create failure, loading, discovery
failure and retry, and an unavailable default. Tests use the production
form and existing design tokens.
- The integration tests use real isolated PostgreSQL on macOS arm64 with
Node 26.12.0. They cover user/agent defaults, storage persistence,
policy restrictions, company and authentication denials, and rejection
before a provider call. Discovery uses saved configuration and makes no
worker or provider requests.
- Local verification limits: `pnpm -r typecheck` and `pnpm build` stop
in unchanged adapter-utils code because the installed ACPX types lack
`inheritProcessEnv`. A direct server check also finds an unchanged AI
SDK type-version mismatch. The existing heartbeat test `inherits the
instance default environment across companies while preserving explicit
agent overrides` times out at line 518 on both this change and
unmodified master with the same dependencies. The full `pnpm test:run`
attempt passed all six chat shards (1,948 tests), then the Git workspace
expiration suite reported 14 failures. I stopped that broad run. Two
sampled failures reproduce on unchanged master with the same
`unknown_worktree_git_files` refusal; the other expiration failures were
not independently compared. A later broad workspace-preparation run also
hit workspace validation failures and was stopped; the seven corrected
fixture scenarios pass independently. These limits do not establish a
full local suite pass. Hosted CI remains required.
- Initial missing-package and loopback-denial failures were resolved by
repairing isolated dependency links, building the SDK, and running
database tests with loopback access. No deployed or live-provider
execution is claimed.

## Risks

- Creation defaults now follow the effective environment. A plugin's
`defaultForProjects` claim alone no longer selects storage. This is the
intended behavior change.
- Compatibility covers repository project storage. It does not guarantee
arbitrary host paths, retained-workspace moves, adapter/image support,
credentials, or worker readiness. Matching provider configs cannot prove
a cross-plugin storage contract.
- A person's primary agent supplies the personal default because there
is no separate personal environment setting. An unavailable configured
default requires a valid explicit choice or a configuration repair.
- No migration runs. Existing projects keep their storage owner. This
change does not detach existing managed data or provide a storage
migration.
- Full local verification has the limits listed above. CI and standard
Greptile review are pending.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving snapshot and context-window size were not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 17:38:31 +00:00
DottaandClaude Opus 5.5 d5c1f48180 perf(native): index the backup lease lookup by scope digest (#20571)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native harness backup expiration removes old session backups. Before
it removes a backup, it finds the environment leases that reference the
backup root
> - This lookup reads leases by run ID, by the
`metadata.nativeHarnessBackup.sessionScopeSha256` digest, or by the
identity's own lease ID, in one `OR` query
> - The metadata arm has no index. So PostgreSQL reads every lease of
the company, and the metadata of each lease, for each lookup
> - On a hosted test database, this statement ran 21,736 times at a mean
of 158 ms in one window. After other fixes, it still ran 2,364 times at
a mean of 121 ms
> - This pull request adds a small partial expression index on the
digest
> - The benefit is that each lookup reads a few index entries instead of
all company leases. The query text and the result do not change

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The lease lookup in `backupDependencies` in
`server/src/services/native-runtime/native-harness-backup-expiration.ts`.
`reconcileBackup` calls it for each backup root when the expiration
worker loads or checks a root.

**Subsystem affected**
Native harness backup expiration and the `environment_leases` table
schema.

**Current behavior**
The query is `company_id = $1 and (heartbeat_run_id in (...) or
metadata->'nativeHarnessBackup'->>'sessionScopeSha256' = $n or id =
$m)`. The run arm and the ID arm have indexes. The digest arm has no
index. A `BitmapOr` plan needs an index for every arm, so the planner
reads all company leases and evaluates the JSON expression on each row.
Lease metadata holds sandbox details, so these reads are large.

**Proposed behavior**
The partial index `environment_leases_native_backup_scope_idx` keys
leases by the digest. It holds only leases that have a backup stamp.
Every arm of the `OR` now has an index, and the planner combines three
index probes. The SQL and the returned lease IDs do not change.

**Reason and benefit**
This statement was in the top ten by total database time on a loaded
hosted database. A local reproduction shows a query that is more than
6,000x faster and reads 9 buffers instead of about 436,000.

**Breaking changes**
None. The API, the lease-matching rules and the results do not change.

## What Changed

- Add the partial expression index
`environment_leases_native_backup_scope_idx` on
`(metadata->'nativeHarnessBackup'->>'sessionScopeSha256')`, where that
value is not null.
- Add migration `0459`. It uses `CREATE INDEX CONCURRENTLY IF NOT
EXISTS`. The migration runner runs it as a top-level statement, the same
as migrations 0454–0458.
- Add a regression test. It checks the lease-matching rules: run leases,
a lease with only the backup stamp, and the identity's own lease match.
Another digest, a non-string stamp, a top-level key with the same name,
and the same digest in another company do not match. The test also
checks that the custom plan and a forced generic plan of the generated
SQL use `BitmapOr` with the new index and no sequential scan.
- Add `scripts/benchmark-environment-lease-backup-lookup.ts`. It
captures the SQL that the real service generates and measures it with
and without the index.
- Document the index in `doc/DATABASE.md`.

## Verification

Cause and thesis. The cost comes from the one `OR` arm without an index,
which forces a scan of all company leases and their metadata. Thesis: an
index on the digest lets the planner use a `BitmapOr` of three index
probes, so the cost no longer depends on the company's lease count. The
results stay identical. The benchmark confirms the thesis.

I did not change the SQL. With the index, the existing `OR` query
already gets the index plan. A `UNION` rewrite would not help without
the index, because the digest arm would still scan the company.

Local SQL benchmark:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-environment-lease-backup-lookup.ts
```

Fixture (synthetic): one company with 100,000 leases with 4 KiB of
incompressible metadata each. 30% of the leases have a backup stamp for
another session. A second company has 20,000 leases. The table is 678
MB. The backup root has 3 run leases, 1 lease with only the stamp, and 1
identity lease. The same digest is also in the other company. Embedded
PostgreSQL 18 on an Apple laptop, which other work loaded heavily. The
hosted database is Neon with different compute, so absolute times are
local SQL measurements only.

The script measures in the order: no index, index, no index, index. Each
measurement has 2 warmups and 11 samples of `EXPLAIN ANALYZE` execution
time and of the full `reconcileBackup` call.

| Measurement | Without index | With index |
| --- | --- | --- |
| Lease query execution, run 1 | median 196 ms (138–562 ms) | median
0.010 ms (0.007–0.017 ms) |
| Lease query execution, run 2 | median 185 ms (144–295 ms) | median
0.030 ms (0.020–0.045 ms) |
| `reconcileBackup` wall time (includes file reads), runs 1 and 2 |
median 188 ms and 216 ms | median 1.4 ms and 4.2 ms |
| Plan | `Gather > Seq Scan` | `Bitmap Heap Scan > BitmapOr` of
`heartbeat_run_idx`, the new index and `pkey` |
| Buffers | 365,880 hit + 70,050 read | 9 hit |

These numbers are from head `65bd9d7ac6`. The final head only renumbers
the migration to 0459 after rebases; the SQL, the index and the service
code are the same. Two earlier runs on the same fixture, SQL and index
gave 236–425 ms without the index and 0.023–0.033 ms with the index. The
machine had heavy load from other work, so the spread without the index
is wide. Output check: in all four measurements, the service returned
the same 5 lease IDs, and the complete query rows were equal.

Index build (`CREATE INDEX CONCURRENTLY` from the migration file):
0.8–2.4 s for the 678 MB table over all runs. Index size: 3.4 MB with
30% of leases stamped.

Tests:

- `cd server && npx vitest run
src/__tests__/native-harness-backup-expiration.test.ts`: 109 passed. The
new test failed when I dropped the index before the plan check
(confirmed red), and it passes with the index.
- `pnpm --filter @paperclipai/db check:migrations`: passed.
- `pnpm --filter @paperclipai/db typecheck` and `pnpm --filter
@paperclipai/server typecheck`: passed.
- `pnpm verify`: it asks for broader coverage (exit 2) because of the
new script. See the CI results for this head.

## Risks

- Migration time. A concurrent index build reads the full
`environment_leases` table and does not block writes. Locally, the build
took 0.8–2.4 s for 678 MB. The time grows linearly with the table size.
I did not time it on a production-size clone. I expect a few seconds to
tens of seconds on a large instance, which is in the 1–2 minute budget.
This estimate is not proven.
- If the build stops, PostgreSQL can leave an invalid index. The
migration runner repairs invalid concurrent indexes when it runs again,
and `IF NOT EXISTS` makes a rerun safe.
- The index expression must stay textually equal to the query
expression. If someone changes the JSON path, the planner cannot use the
index. The new test catches this for custom and generic plans.
- The index is partial, so ANALYZE does not collect statistics for the
expression. The planner uses the default equality estimate. On the large
fixture and in the small test, the planner still selects the index plan.
A company with very few leases can still get a sequential scan, which is
cheap.
- Each lease write with a backup stamp writes one more small index
entry. The write cost is small.
- This change does not reduce how often the worker calls the lookup. It
makes each call cheap. The other digest lookups in backup retention
(`native-harness-backup-retention.ts`) and session retention checks can
also use the index.
- Previous-release story: no persisted state changes. The index is
derived from existing lease metadata.
- The hosted improvement is not verified until deployment. After
deployment, compare a new query-statistics window for this statement.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL benchmarks).

## 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>
2026-11-10 11:30:05 -06:00
DottaandClaude Opus 5.5 6ed6b0754b perf(recovery): probe recovery source runs and stale-continuation runs by key (#20584)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The workspace recovery worker saves the files of failed runs. After
each pass, it reads the time of its next deadline
(`nextWorkspaceRecoveryAt`)
> - That read finds the source run, its finalizer and its leases with
`id::text = evidence->>'runId'`. A text comparison cannot use a key.
Each exhausted hold read every run, finalizer and lease of its company
> - On a hosted staging database this statement used about 4 s per call
(21 calls in the sample window). The cost grows with exhausted holds
multiplied by the company's run count
> - The ownership reconciler's stale-continuation check
(`checkStaleDroppedComments`) has the run lookup shape that #20412 fixed
in the lost-wake check: one OR across the legacy context and the native
column
> - This pull request compares the run id as a canonical uuid, and it
gives the stale-continuation check the per-binding run probes from
#20412
> - The benefit is the same recovery decisions with index-driven work:
11 s to 93 ms for the deadline read on a representative local fixture

## Linked Issues or Issue Description

Refs #20412

**What happened?**

The workspace recovery deadline read was one of the most expensive
statements that remained on a hosted staging database after the fixes in
#20393, #20405, #20386, #20412, #20391 and #20400. Query statistics
showed about 4 s per call. The statement text starts with `select case
when (issue_recovery_actions.…`.

The statement evaluates the retained-source fallback and stop-proof
conditions for each recovery action. These conditions read the source
run (`heartbeat_runs`), its finalizer (`native_run_finalizations`) and
its leases (`environment_leases`) with `x.id::text =
evidence->>'runId'`. The cast prevents the use of the primary key.
PostgreSQL reads all rows of the company for each exhausted hold. The
worker's discovery (`retainedWorkspaceCandidates`) uses the same
conditions.

The stale-continuation check matched a task's runs with
`(context_snapshot->>'issueId' = issue OR native_issue_id = issue)`.
With the OR, PostgreSQL can join runs only by company. It also hashed
every wake request of the company for the stale-wake test.

**Expected behavior**

Each condition uses a key lookup. The worker and the reconciler make the
same decisions for the same saved state.

**Steps to reproduce**

1. Seed a company with a deep run history and a few thousand workspace
recovery actions. Let a few hundred be exhausted holds that stay active.
2. Call `nextWorkspaceRecoveryAt`.
3. The call takes seconds, and its time grows with holds multiplied by
runs. The benchmark below shows this.

**Paperclip version or commit**

Baseline: `8d2bf78323`.

**Deployment mode**

Server with PostgreSQL. The local proof uses disposable PostgreSQL 18.1.
Staging uses hosted PostgreSQL.

## What Changed

- `workspace-recovery-fallback-discovery.ts`: the source run, finalizer
and lease probes compare `id =
canonicalExecutionUuid(evidence->>'runId')`. The helper returns null
unless the text is the canonical lowercase uuid form. Thus the probe
matches exactly the rows that `id::text = evidence->>'runId'` matched.
The helper already exists in `execution-identity.ts`.
- `nextWorkspaceRecoveryAt` and worker discovery use these conditions.
Their SQL changes only in these probes.
- `checkStaleDroppedComments` reads in two stages. The first stage keeps
comments that a stale-continuation cancellation dropped and that no open
wake carries. The second stage applies the run probes. The run probes
use the `taskRuns` helper from #20412, which is now shared by both
checks. The stale-wake lookup ends with `offset 0`, so it stays a
per-comment index probe.
- The final `order by c.created_at limit N`, the projection and the
delivery check after the query do not change.
- Add `scripts/benchmark-recovery-status-checks.ts`. It loads the
changed files from an explicit baseline commit and from the working
tree. Before it records time, it compares every changed condition for
every recovery action, the complete service results and the positional
SQL rows.
- Add tests: each run binding in the stale-continuation check (native,
legacy, live run on either binding, wrong agent, wrong company, failed
run, run outside the comment time, closed by a person, open wake). Also
a test that a hold with a non-canonical saved run id is not discovered,
as before.
- Document both checks and the benchmark in `doc/DATABASE.md`.
- No schema change, index, migration, or new startup work.

## Verification

- `pnpm exec vitest run
src/__tests__/ownership-reconciliation-report.test.ts
src/services/workspace-recovery-fallback.test.ts
src/services/workspace-recovery-stop-proof.test.ts
src/__tests__/heartbeat-held-comment-wake.test.ts --maxWorkers=1` (from
`server/`).
- `pnpm --filter @paperclipai/server typecheck`.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-recovery-status-checks.ts --baseline-ref=8d2bf78323
--samples=7`

Benchmark setup: PostgreSQL 18.1 (embedded, local), `shared_buffers` 128
MB, `work_mem` 4 MB. All data is synthetic, with md5-hex filler. Each
fixture has two companies (full size and a quarter). Two warmup rounds,
then 7 timed samples for each arm, in alternating order. Each sample
runs the real service function and asserts the same result. These are
local SQL measurements on a shared machine, so the spread is wide.

Workspace recovery deadline (`nextWorkspaceRecoveryAt`). About 8% of
actions are exhausted holds that stay active. Some actions save a
non-canonical (uppercase) run id. Before timing, the benchmark compares
six conditions (fallback pending, due time, due; re-arm pending, due
time, due) for every action of the fixture.

| Fixture | Runs / actions / pending holds | Baseline median (min–max) |
Treatment median (min–max) | Shared buffers |
| --- | --- | --- | --- | --- |
| small | 6,500 / 255 / 36 | 50.9 ms (47–76) | 6.8 ms (6–8) | 19,133 →
1,075 |
| representative | 78,750 / 3,813 / 588 | 11,098 ms (8,277–12,790) | 93
ms (35–145) | 3,493,417 → 24,902 |
| deep history | 191,250 / 3,813 / 588 | 40,146 ms (31,190–52,521) | 40
ms (36–230) | 13,491,792 → 26,911 |

Stale-continuation check (`checkStaleDroppedComments`). The fixture is
pessimistic: more than half of recent comments on done tasks have a
stale cancelled wake. The table shows statement time from `EXPLAIN
ANALYZE` with default settings, and one statement run with
`enable_nestloop = off` (the company-only hash plan). The result is
checked as equal in both modes.

| Fixture | Runs / recent comments / reported | Statement, baseline →
treatment | Hash plan, baseline → treatment |
| --- | --- | --- | --- |
| small | 3,792 / 76 / 24 | 3.2 → 1.5 ms | 5.5 → 3.8 ms |
| representative | 75,406 / 1,125 / 200 (limit) | 34 → 26 ms | 66 → 25
ms |
| busy hour | 152,031 / 5,625 / 200 (limit) | 328 → 153 ms | 2,302 → 165
ms |

- Neutral path: the complete stale-continuation service call stays about
the same (busy hour 750 → 655 ms median). The per-comment delivery check
after the query (`deliveredQueuedCommentIds`) is most of that time. This
change does not touch it.

## Risks

- Low risk. Every predicate keeps the same logic. Only the probe shape
and the evaluation order change. The benchmark compares each changed
condition for every recovery action, including non-canonical saved run
ids, and the complete results of both checks.
- Previous-release story: no saved state, schema or identity changes.
Holds saved by older releases are read with the same rules, so they
carry forward unchanged.
- Rows with the same comment `created_at` have no defined order, as
before.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL).

## 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>
2026-11-10 11:12:41 -06:00
DottaandClaude Opus 5.5 be0d100a8b fix(native): settle cleanup-gate refusals after a completed turn without a dead-end Retry (#20572)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs execute a provider turn, then close the provider session
and prove it stopped
> - When close cannot prove that the old runner, provider and tools
stopped, the runner holds a cleanup gate
(`native_session_cleanup_quarantined`) that refuses the next session on
that task
> - A run finished its provider turn and saved its work. A server
restart had left one tool callback without a saved result, so close
could not prove the drain, and the gate refused the run's own same-run
recovery 30 seconds later
> - The task then showed "Couldn't finish this attempt" with a Retry
button, but the retry route refuses this error code with 409. The saved
error text told an operator to act
> - This pull request makes the task projection, the execution blocker,
the executor and the retry route agree, and replaces the operator text
with plain wording
> - The benefit is that finished work no longer looks like a failed
attempt, and the UI never offers a Retry that the server refuses

## Linked Issues or Issue Description

**What happened?**
A remote native run completed its provider turn and saved its comments
and documents. A server restart during the turn left one semantic tool
callback without a saved result. Session close then reported
`native_session_settlement_incomplete` (runner suspended, provider drain
unproven), and the runner kept an operator-required cleanup gate. The
same-run disposition recovery was refused at admission, and the run
ended `failed` with `native_session_cleanup_quarantined`.

**Expected behavior**
The task should show its real state (here, waiting on a child task). It
should not show a failure banner or a Retry that the server refuses. No
text should ask an administrator to act.

**Steps to reproduce**
1. Start a remote native run and restart the server while a tool
callback runs.
2. Let the resumed turn complete without a semantic result, so a
same-run recovery is scheduled.
3. Observe the refusal at admission, the "Couldn't finish this attempt"
banner, and a Retry that returns 409.

**Paperclip version or commit**
master at d0057ee384 (remote native runner, Daytona sandbox).

## What Changed

- Add `server/src/services/native-runtime/completed-turn-cleanup.ts`. It
holds one predicate for "a cleanup-gate refusal after this run's own
provider turn completed" and the plain user wording. It reads only the
saved `errorCode` and `runnerProfileJson.sessionCheckpoint`.
- `task-interruption-presentation.ts`: the projection never sets
`canRetry: true` for a cleanup-quarantined run, which matches
`routes/agents.ts` and `canRetryStoppedRun`. A quarantine after a
completed turn projects as `resolved` only while the task waits on
unresolved blocker tasks, so the task shows that wait. Without such a
wait, the missing task disposition stays visible. Other quarantined runs
show a plain settling message without Retry. The list query computes the
completed-turn fact in SQL.
- `native-session-executor.ts`: the refusal keeps its permanent, named
code, its hold and its ownership, and does not replay provider work. The
next action uses plain wording, and names the saved work after a
completed turn.
- `execution-blocker.ts`: show plain wording for this code instead of
the stored error text, also for rows that earlier releases saved.
- Runner error message and retry-route conflict message use plain
wording.
- `doc/execution-semantics.md`: document how the cleanup gate settles
and how the task shows it.

## Verification

- Red before the fix, green after:
- `server/src/services/task-interruption-presentation.test.ts` "native
cleanup quarantine presentation" (2 failed before: `canRetry: true`,
`state: failed`).
- `server/src/__tests__/task-interruption-query.test.ts` "reads a
quarantine saved after a completed turn as settled work" (real Postgres,
row in the previous release's saved shape; before: `state: failed,
canRetry: true`).
- `server/src/services/native-runtime/native-session-executor.test.ts`
"settles a cleanup refusal after a completed turn" (before: operator
next action and board ownership).
- `server/src/services/explicit-native-continuation.test.ts` "shows
plain wording for a cleanup refusal saved with the earlier operator
text" (before: stored operator text).
- The four files pass in full: 1851 tests.
- `tsc --noEmit` passes for `server` and `packages/paperclip-runner`.
- `pnpm verify` returns exit 2 (a global doc input changed), so required
CI supplies the broad coverage.
- No UI files changed, so token gates and UI tests do not apply.

## Risks

- Previous-release story: no persisted shape changes. Runs that earlier
releases quarantined carry forward. The new rules read existing fields,
so these runs show the new projection without a migration.
- The code stays permanent and named. No automatic provider replay is
added.
- A quarantine whose turn did not complete keeps its board-owned
recovery. Only its text and its Retry visibility change.
- The runner still keeps the in-process cleanup gate until environment
release proves the stop. Existing lease termination receipts
(`acknowledgeRemoteStop`) clear it. This PR does not change the runner
drain rule for a callback that a restart orphaned. That is a separate
follow-up.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (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>
2026-11-10 11:09:59 -06:00
DottaandClaude Opus 5.5 d82e5efeb9 perf(ui): cut repeated reads while a task is open (#20563)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps an open task current with a shared company
websocket and with polling fallbacks
> - In a busy company, one open task sent 35 to 60 API requests in 17
seconds, and each request waits on the database
> - Most of these requests were repeated reads: task summaries 22 times,
the task run list 11 times, task browsers 6 times, and the 60 KB agent
list 6 times
> - The cause is not the open task. Other agents' run and task events
invalidate company-wide lists on every 300 ms batch, and the task view
polls runs and browsers on fixed intervals even while the websocket is
open
> - This pull request spaces company-wide refreshes, and it lets the
websocket replace run and browser polling while it is connected
> - The benefit is about 79% fewer reads from an open task in a busy
company, with the same polling fallback when the connection is down

## Linked Issues or Issue Description

Refs #17608
Refs #9627

**What happened?**

An open task in a busy company sent the same reads again and again. In
one 17-second visit, the UI requested `issues/summaries` 22 times, the
task live runs 11 times, the task browsers 6 times, and the company
agent list 6 times. The company live runs and the task's child lists
(`parentId`, `createdFromIssueId`, `descendantOf`) were requested 2 to 3
times each.

**Expected behavior**

A busy company must not make an open task refetch company-wide lists on
every event batch. While the live connection is open, the UI must use
events, not fixed fast intervals, for task runs and browsers. The UI
must keep its polling fallback when the connection is closed.

**Steps to reproduce**

1. Open a task in a company where other agents run work.
2. Keep the task open for 17 seconds.
3. Count the API requests in the browser network panel.

**Paperclip version or commit**

Based on master at bd30ef8510.

## What Changed

- `ui/src/lib/query-invalidation-batcher.ts`: Add a minimum spacing
option to the invalidation batcher. A quiet lane flushes after the
normal batch interval. A busy lane flushes at most once per spacing
window. Add `createLaneRoutingBatcher`, which sends each invalidation to
one of two batchers by query key.
- `ui/src/context/LiveUpdatesProvider.tsx`: Route company-wide keys to a
5-second ambient lane. These keys are task lists and summaries, the
agent list, heartbeats, company live runs, sidebar badges, the
dashboard, costs and the company activity feed. All other keys, such as
task detail, comments, task runs and browsers, keep the 300 ms lane.
- `ui/src/lib/live-runs-cache.ts`: While the company connection is open,
a successful active run list or active run polls every 15 seconds
instead of every 1 or 3 seconds. Run lifecycle events already refresh
these queries, and progress events patch them.
- `ui/src/hooks/useTaskBrowsers.ts`: While the company connection is
open, stop browser polling when no browser can change state. Keep the
3-second poll for a starting, running, idle or stopping browser, and
when the connection is closed. The two callers pass the task's company.
Socket open and reconnect already reconcile this active query.
- `ui/src/lib/task-browsers-refresh.ts` and `LiveUpdatesProvider.tsx`:
On `browser.*` activity for a task, refresh that task's browser list. If
a read is in flight, one shared follow-up read runs after it settles, so
an older empty result cannot stop polling. Two views of the same task
share that follow-up. A list that no view observes becomes stale, so a
returning view reads it. When the connection opens or resyncs, each
browser list with a read in flight also gets one follow-up read, because
missed activity is not replayed.
- `doc/DATABASE.md`: Document the ambient lane and the new polling
contract.
- Tests: Add a fan-out test that replays a busy-company event stream for
17 seconds against an open task, plus unit tests for spacing, lane
routing, key classification, the run interval and the browser interval.
Update the recovery test for the connected active-run interval.

## Verification

Request count over a fixed 17-second open window
(`ui/src/context/LiveUpdatesProvider.fanout.test.ts`). The test mounts
the reads that an open, running task keeps active. It replays a busy
company: one run status event every second and one task activity event
every 0.7 seconds, none for the open task. Fake timers make each run
deterministic, so the spread is zero. The baseline used the same test
with master's batcher, run interval and browser interval.

| Read | Before | After |
| --- | ---: | ---: |
| Task summaries (sidebar) | 24 | 5 |
| Company agent list | 17 | 5 |
| Company live runs | 17 | 5 |
| Child list: parent | 24 | 5 |
| Child list: created from | 24 | 5 |
| Child list: descendants | 24 | 5 |
| Task live runs | 18 | 2 |
| Task browsers | 6 | 1 |
| **Total** | **154** | **33** |

The baseline numbers match the staging capture well (summaries 22,
browsers 6).

- `pnpm exec vitest run src/context/LiveUpdatesProvider*.test.*
src/lib/live-runs-cache.test.ts
src/lib/query-invalidation-batcher.test.ts
src/hooks/useTaskBrowsers.test.ts src/lib/task-browsers-refresh.test.ts
src/hooks/useTaskPluginPanels.test.tsx
src/components/task-side-panel/TaskSidePanel.test.tsx
src/pages/IssueDetail.test.tsx` (in `ui/`): all pass.
- `pnpm exec tsc --noEmit -p ui`: no errors in `ui/src`.
- `pnpm check:token-gates`: clean.
- Tests also prove these cases:
- With the connection closed, task runs still poll every second and
browsers every 3 seconds.
- With a quiet company, one event refreshes the summaries and child
lists after one normal batch.
- `browser.started` on the open task refreshes its browsers. The same
event on another task does not.
- A browser that starts during a slow empty read appears after that read
settles (`ui/src/lib/task-browsers-refresh.test.ts`). This test fails
when the refresh joins the older read.
- Two views and repeated events during one read cause one follow-up
read. This test fails without the shared queue.
- A list cached while the task was closed is read again when a view
returns.
- A connection that opens during an older empty browser read causes one
more read, so a browser that started while the socket was closed
appears. This test fails without the follow-up.
- Task detail, comments, task runs, browsers, attention and another
company's keys stay on the fast lane.
  - An unrecognized active result keeps the fallback interval.

This is a local request-count proof. It does not include a timed browser
journey on a deployed instance.

## Risks

- Company-wide lists refresh at most once every 5 seconds from live
events, so they can be up to 5 seconds late. After 5 quiet seconds, an
event refreshes them in about 300 ms. Own mutations invalidate their
queries directly, so they do not wait.
- An active task run refreshes from events. Fields without an event,
such as output silence, can be up to 15 seconds late while the
connection is open. Reconnect still reconciles missed events.
- A browser that appears without activity is not shown until the next
activity or reconnect. Every browser lifecycle step logs activity on the
task, so this case is not expected.
- No server, schema or API change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:01:53 -06:00
DottaandClaude 84007892e9 refactor: move AGENTS.md section detail to docs and rules, add a bug-fixing section (#20585)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - `AGENTS.md` is the instruction file that each human and AI
contributor reads before a change
> - Pull request #20557 shortened the file, but several sections still
held detail that applies to only some changes
> - The scoped-rules section told agents to read each matching rule in
full, and most changes match five rules
> - The core engineering rules mixed three product invariants with
process conventions
> - This pull request moves that detail to the docs and to scoped rules,
and adds a section on how to fix a bug
> - The benefit is a 211-line file that states what applies to every
change and points to the rest

## Linked Issues or Issue Description

Refs #20557

**Issue type**

Outdated or unclear contributor documentation.

**Where is the issue?**

`AGENTS.md` at the repository root, and `rules/`.

**What's wrong?**

- The scoped-rules section made agents read the full body of each
matching rule before a change. The rule bodies total about 47 KB.
- Sections 4, 6, 8, 9 and 10 repeated detail that belongs in
`doc/DEVELOPING.md`, `doc/DATABASE.md`, a route rule, `DESIGN.md` and
`CONTRIBUTING.md`.
- Section 4 had a database reset command for `data/pglite`. That
directory does not exist.
- Section 5 had seven rules. Four of them were process conventions or
path-specific detail.
- The file did not say how to fix a bug.

**Suggested fix**

Make the rule headers the index. Move section detail to the document or
rule that owns it. Keep only the three invariants in section 5. Add a
bug-fixing section.

## What Changed

- The scoped-rules section now tells agents to list the rule headers
with one `grep` command. Agents read a rule body only for a design
decision in its area, when the description is not sufficient, or when a
reviewer cites it.
- `rules/README.md` says that each `description` must state the required
behavior in one sentence.
- `rules/pull-request-review.mdc` has a description that states its
requirements.
- Section 4 (dev setup) and section 11 (pull requests) now point to
`doc/DEVELOPING.md` and `CONTRIBUTING.md`.
- The schema change workflow moved from section 6 to `doc/DATABASE.md`.
- The API and auth expectations moved from section 8 to the new
`rules/api-route-expectations.mdc`.
- Section 9 links to `DESIGN.md` for design rules. `AGENTS.md` no longer
tells contributors to run `pnpm check:token-gates`.
- Added section 10, "Fixing a Bug": reproduce the error, write a failing
test, write the fix, see the test pass, and verify the fix.
- Section 5 now has three rules: company scope, contract
synchronization, and the control-plane invariants.
- The company-scope exceptions moved to the new
`rules/company-scope-exceptions.mdc`.
- Removed the strategic-docs rule. The plan-doc convention moved to the
repo map. The artifact rule moved to section 7.
- Removed rule 7. Five code comments that cited `AGENTS.md §5.7` now
cite `rules/data-paths.mdc`.
- Regenerated the SDK public source pin, because one of those comments
is in `packages/shared/src/crash-points.ts`.
- Added both new rules to `.greptile/files.json`.
- The API route rule applies only to routes that read or write company
data. Its status code list is a list of common codes.
- The company-scope rule lists the sidebar company order as an
instance-wide exception.
- The `honeycomb-tracing` skill now points to `rules/data-paths.mdc` for
the Telemetry workflow.

## Verification

- Open `AGENTS.md` and confirm that each link resolves. A local script
checked this.
- Run `grep -E '^(description|globs|alwaysApply):' rules/*.mdc` and
confirm that each rule prints a description.
- Run `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD>
--check`. It passes locally.
- `packages/shared/src/crash-points.test.ts` passed locally before the
rebase onto `master`.
- Five source files changed in comments only. No other test suite ran
locally.

## Risks

- An agent that reads only rule descriptions can miss a detail in a rule
body. Reviewers still apply the full rules.
- Pull requests and the definition of done are now sections 11 and 12.
Sections 1 to 9 keep their numbers.
- Dated plan documents under `doc/plans/` still cite `AGENTS.md §5.7`.
They are historical records.
- Pull request #20565 also changes `AGENTS.md`. The second one to merge
needs a conflict fix in section 1 and section 2.

## Model Used

- Claude (Anthropic), in Claude Code with tool use.
- `claude-fable-5-2`.

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 11:00:31 -06:00
Nicky LeachandPaperclip 2e3cbe57a4 fix(native): preserve parked Runners across controller restarts (#20586)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native execution parks a released sandbox Runner for a later turn.
> - The warm idle timer detaches Core and leaves Runner retention to the
host.
> - Controller shutdown instead stops recently parked Runners through
checkpoint cleanup.
> - This makes reuse depend on whether the idle timer fired before
shutdown.
> - This pull request uses the same detach operation for idle expiry and
shutdown.
> - The benefit is consistent Runner retention without a new retention
or recovery mechanism.

## Linked Issues or Issue Description

Fixes: #20012.
Related: #20005 unified cached and adopted process reuse. Closed #19975
included this shutdown change within a broader retention proposal.

## What Changed

- Detach confirmed released entries during controller shutdown. Keep
busy, unreleased, and close-marked entries on the existing cleanup path.
- Share the detach operation with idle expiry and cached-owner handoff.
- Record that a local handle has started detaching. Later cleanup cannot
fall back to stopping its Runner after a partial detach failure.
- Preserve explicit environment deletion, release proof, admission, and
process-reuse checks.
- Add Codex and Claude restart, detach-failure, and environment-deletion
regressions. Add real Runner adoption cases after the restart sweep,
including managed GitHub rebinding.
- Document the lifetime rule and make the shutdown warning cover both
detach and checkpoint failures.

## Verification

- Final source revision: `e4bb6ecbd7`. Local environment: macOS arm64,
Node 26.12.0.
- New controller-restart and detach-failure tests fail against unchanged
master: 4 expected failures. Old shutdown calls close or reports success
instead of reporting detach failure.
- Focused executor tests: 22 passed.
- Full native session executor suite: 1,328 passed.
- `cd server && node scripts/typecheck-layers.mjs`: passed all source
and test layers.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`:
passed.
- Manual diff review and added-line credential/PII scan: passed.
- `cd server && node ../node_modules/vitest/vitest.mjs run
src/services/native-runtime/plugin-runner-release-resume.integration.test.ts
--bail=1 --reporter=verbose`: 14 passed on this revision. This includes
new Codex and Claude restart cases and managed GitHub rebinding.
- Failure history: an earlier concurrent run had 4 passes and 10
failures. Its first failure was the existing Claude cached case
exceeding 60 seconds. Later cases encountered a leftover prototype spy,
recursive calls, and startup timeouts. No source changed before the
passing full rerun. A clean worktree of unchanged master (`e01fe7f84a`)
passed all 11 original cases. The first timeout's exact cause remains
unknown; the later pass does not establish that cause.
- Standard Greptile review: 5/5 on
`e4bb6ecbd7bd965b5f56507d2c42c580e8a1d547`, with no actionable findings.
- `node scripts/local-verify.mjs --explain` returned exit 2 because the
execution-semantics document requires broad CI. Required CI will supply
broad typecheck, test, and build coverage.
- A hosted deployment and an actual controller process replacement have
not been run. The added integration cases exercise the shutdown sweep
and a new adopting transport against a real Runner.

## Risks

- SIGINT and SIGTERM preserve confirmed parked Runners, including
ordinary service stops. The host still owns eviction and retention.
- Detach failure retains a fenced local owner and reports failure. Core
does not infer permission to stop the Runner from that failure.
- Reuse remains conditional on current admission, process configuration,
and host availability.
- No persisted schema, checkpoint format, launch identity, or migration
changes. State from the previous release uses the existing adoption or
verified restore paths.

## Model Used

- OpenAI Codex, GPT-6, with reasoning, repository inspection, tool use,
and local test execution. The exact deployment 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 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>
2026-11-10 16:48:30 +00:00
DottaandClaude Opus 5.5 765ccd8691 perf(chat): index chat-admission checks by company and payload issue id (#20562)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections save each external message as a `chat_actions` row
before the server admits it as an agent wakeup.
> - The server checks if an issue holds chat input that it did not
admit. Recovery skips such an issue. Manual task start refuses it.
> - On a hosted instance, the recovery read with this check used the
most total database time: 488 calls at about 1 s each. The manual-start
check ran 155 times at about 0.9 s.
> - The check matches `chat_actions.payload->>'issueId'` against the
issue. No index covers this value, so each call reads the full
`chat_actions` table and its payloads.
> - This pull request adds one concurrent partial index for the check.
The check SQL does not change.
> - The benefit is less background database load, so request reads wait
less. The results stay the same.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The chat-admission check `unadmittedChatWakeupCondition`. Recovery uses
it in the per-issue candidate read. Manual task start uses it in the
held-input check.

**Subsystem affected**
Server chat admission, issue recovery, manual task start, and the
database schema.

**Current behavior**
The check finds `inbound_wakeup` actions by `company_id` and
`payload->>'issueId'`. Two nested checks find `failed_run_retry` actions
and later `inbound_wakeup` actions on the same company and payload issue
ID. `chat_actions` has no index on `company_id` or on the payload issue
ID. Each call reads the full table and reads each payload. On a hosted
instance, the two statements used about 630 s of database time in one
statistics window.

**Proposed behavior**
The check and its nested checks read a small set of rows from one index.
The admission result does not change.

**Reason and benefit**
The hosted database had many concurrent active queries. Request reads
waited behind background work such as this check.

**Breaking changes**
None. The migration adds an index only.

## What Changed

- Migration `0458_chat_admission_issue_index` builds
`chat_actions_company_issue_kind_idx` with `CREATE INDEX CONCURRENTLY IF
NOT EXISTS`. It runs through the existing top-level statement path,
which repairs an invalid index on retry.
  - Keys: `(company_id, payload->>'issueId', kind, status)`.
  - Partial: `kind IN ('inbound_wakeup', 'failed_run_retry')`.
- One index serves the outer input lookup, the failed-run retry lookup,
and the later-input lookup. All three match on the same company and
payload issue ID.
- The Drizzle schema declares the index. The snapshot chain moves to
`0458` and keeps five snapshots.
- New regression test
`server/src/__tests__/chat-admission-condition.test.ts` pins the
admission semantics on real PostgreSQL:
- Pending and failed input without a receipt holds the issue. Received,
processed and cancelled input does not. Other action kinds do not.
- A skipped receipt, a receipt for another agent, or a receipt in
another company does not admit input. A failed or cancelled run still
counts as admission.
- The issue ID is compared as company-scoped text. Uppercase, array,
null, other-issue and other-company values do not match.
- Only an admitted retry in the same conversation and issue that lists
the action releases skipped input.
- Only later admitted input in the same conversation, issue and session
generation releases a failed input. Pending input stays held.
  - The check reads `chat_actions` only through the new index.
- `scripts/benchmark-chat-admission-index.ts` measures both caller
statements with and without the index and fails if the rows differ.
- `scripts/benchmark-chat-admission-index-migration.ts` times the
migration through the normal migration runner.
- `doc/DATABASE.md` documents the index and the benchmark commands.

## Verification

Local SQL measurements on synthetic data. PostgreSQL 18.1 (embedded),
default settings. The fixture has 100,995 `chat_actions` rows (662 MB):
60,000 GitHub actions with 6 KiB incompressible payloads, 2,000 issues
with 20 admitted inbound messages each (3 KiB payloads), and 1,000
failed-run retries. Each case has 2 warmups and 9 samples of `EXPLAIN
ANALYZE` execution time. Runs alternate: no index, index, no index,
index.

| Caller statement | Case | No index, median (range) | Index, median
(range) |
| --- | --- | --- | --- |
| Manual-start held check | quiet issue | 3,093 ms (2,150–3,519) / 3,586
ms (2,375–11,235) | 0.036 ms (0.034–0.052) / 0.040 ms (0.033–0.047) |
| Manual-start held check | admitted input | 3,555 ms (3,310–8,080) /
5,205 ms (3,353–9,525) | 0.049 ms / 0.052 ms |
| Manual-start held check | unadmitted input | 3,002 ms (2,864–3,221) /
4,179 ms (3,200–6,585) | 0.051 ms / 0.044 ms |
| Manual-start held check | failed, later admitted | 3,586 ms / 3,722 ms
| 0.066 ms / 0.054 ms |
| Manual-start held check | admitted retry | 2,733 ms / 4,953 ms | 0.049
ms / 0.053 ms |
| Recovery candidate read | quiet issue | 43 ms (41–48) / 96 ms (44–219)
| 0.047 ms / 0.055 ms |
| Recovery candidate read | admitted input | 203 ms (48–575) / 174 ms
(44–314) | 0.055 ms / 0.058 ms |
| Recovery candidate read | unadmitted input | 66 ms / 144 ms | 0.053 ms
/ 0.054 ms |

- Buffers per call fall from about 40,000 shared hits to 5–23.
- Locally, the recovery read without the index uses a hashed full scan
of `chat_actions`. The held check uses a full scan per call. On the
hosted instance both took about 1 s per call. The local fixture is
smaller than the hosted table.
- Correctness: complete positional rows match across all four runs for
all six cases (quiet, admitted, unadmitted, failed then admitted,
retried, other-company decoy). The script asserts the expected held
result for each case.
- Migration timing: 600,001 `chat_actions` rows (1,759 MB), 300,000 of
them in the index scope. First run through `applyPendingMigrations`: 4.2
s. Rerun after the history row is removed: 0.5 s. Concurrent build
alone: 3.4 s. Index size: 30 MB.

Commands:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-chat-admission-index.ts
OTHER_PAYLOAD_KIB=2 pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-chat-admission-index-migration.ts
cd server && npx vitest run src/__tests__/chat-admission-condition.test.ts   # 6 passed
pnpm --filter @paperclipai/db check:migrations                               # passed
pnpm --filter @paperclipai/server typecheck                                  # passed
```

## Risks

- The migration builds one index concurrently. It does not block writes.
On the 1.76 GB local fixture it took about 4 s. A larger hosted table
takes longer, but the build does not lock out reads or writes.
- Writes to `inbound_wakeup` and `failed_run_retry` actions maintain one
more index. Status updates on these rows were already not HOT updates,
because other partial indexes use `status`.
- The planner has no expression statistics for a partial index. The new
test pins that the check uses the index on an analyzed table with
unrelated rows.
- The check SQL does not change, so admission behavior does not change.

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

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:44:51 -06:00
DottaandClaude Opus 5.5 96ab5e3d38 fix(recovery): read a retained Runner from its own allocation and continue unverifiable no-replay holds from the last save (#20567)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native warm runs on a remote sandbox continue a saved session in the
next run. The next run first reads the retained Runner lifecycle from
the sandbox.
> - #20346 abandons the workspace epoch of a run that died during
preparation. The next run then restores the last save into a new
directory of the same sandbox.
> - The retained-sandbox binding check required the old and the new
directory to be the same. The warm follow-up failed with
`native_controller_recovery_missing_evidence:retained_sandbox_binding`
before provider work.
> - The failed run's no-replay hold then refused its files with
`allocation_ownership_ambiguous`. The task stayed blocked. The text said
that Retry "succeeds only after Paperclip is updated", so no click could
help.
> - This pull request binds the Runner read to the directory that the
retained lease recorded, and lets the existing retained-source fallback
settle these holds from the last save.
> - The benefit is that a moved workspace continues its session, and a
hold that cannot be verified continues automatically instead of
dead-ending.

## Linked Issues or Issue Description

Refs #20346

**What happened?**
On staging, a warm native continuation ran about 10 minutes after a
deploy. The run before it died during preparation (database deadlock),
so its workspace epoch was abandoned. The continuation restored the last
save into a new allocation directory of the same Daytona sandbox. It
then failed with
`native_controller_recovery_missing_evidence:retained_sandbox_binding`,
because the retained lease of the committed source run recorded the old
directory. The failure recorded a no-replay hold
(`native_continuation_requires_reconciliation`, resolved with outcome
`blocked`). Workspace recovery refused the source with
`allocation_ownership_ambiguous`, because the sandbox's reusable-lease
chain had predecessors in another directory and a non-native
preparation-only run. The task stayed blocked with "Retry runs the check
again and succeeds only after Paperclip is updated."

**Expected behavior**
The continuation reads the retained Runner state from the directory
where that Runner wrote it, and continues. When retained files cannot be
verified, the task continues from the last committed save without a
person.

**Steps to reproduce**
1. Run a warm native session on a reusable remote sandbox and let it
commit.
2. Fail the next run during preparation, so that its epoch is abandoned
(#20346).
3. Start the next warm continuation. It restores the last save into a
new allocation directory and fails with `retained_sandbox_binding`.
4. See the hold refuse its source with `allocation_ownership_ambiguous`
and stay blocked.

**Paperclip version or commit**
Staging `c874cfa4dacc` (includes #20346).

## What Changed

- `assertNativeRetainedSandboxBinding` now returns the directory that
the retained lease recorded. It accepts a different target directory
only when both are canonical sibling allocations of the same execution
workspace under the sandbox's `.paperclip-workspaces` (`<workspaceId>`
or `<workspaceId>-<epoch>-<leaseId>`). Same sandbox (`providerLeaseId`),
environment, run, issue and committed owner are still required. Other
directories stay refused.
- `restoreRemoteSuspendedRunnerCheckpoint` reads the Runner state from
that recorded directory. A moved source must be suspended and settled. A
Runner left in the old allocation is never adopted live.
- The retained-source fallback (`continueFromLastSavedWorkspace`) and
its discovery now also cover the native no-replay hold
(`native_continuation_requires_reconciliation`, active or resolved with
outcome `blocked`, replay blocked for the same run). Rows saved by
earlier releases are discovered without migration.
- The fallback owns the Blocked status of such a hold only while the
recorded `nativeFailureBlock` status version still matches the task.
Otherwise it keeps the newer block and starts no continuation.
- The refusal text no longer says "succeeds only after Paperclip is
updated", and it promises no fallback.
- `doc/execution-semantics.md` describes both rules.

## Verification

- Red (unfixed code): `native-controller-recovery.integration.test.ts`
"binds a retained Runner read to the source's directory after the
workspace moved within the same sandbox" failed with
`native_controller_recovery_missing_evidence:retained_sandbox_binding`
at `native-controller-recovery.ts:145`, the staging error.
- Red (unfixed code): `workspace-recovery-fallback.test.ts` "continues a
resolved-but-blocked native no-replay hold from the last save,
discovered by the worker" failed: the worker found no due work for the
exact staging row. The newer-block safety case and the message case in
`system-recovery-state.test.ts` also failed.
- Provider boundary: a new test drives
`restoreRemoteSuspendedRunnerCheckpoint` through a sandbox runner that
refuses paths outside the sandbox workspace base. The suspended case
reads `runner-state.json` from the source directory, never the moved
root. The ready case is refused with `runner_not_settled` and caches
nothing.
- Green: `native-controller-recovery.integration.test.ts`,
`workspace-recovery-fallback.test.ts` and
`system-recovery-state.test.ts` pass (45 tests). The neighbouring suites
`workspace-recovery-retry-copyback`,
`workspace-recovery-preparation-gates` and
`workspace-recovery-stop-proof` pass (135 tests).
- Safety cases: another workspace, another parent, a non-canonical path
or name (`-0-`, trailing text), `/unrelated` and another sandbox stay
refused. A hold whose task moved to a newer Blocked decision keeps the
block and starts no continuation. Exactly one continuation is delivered.
Native replacement is denied for the abandoned source, so no second
executor starts.
- `npx tsc --noEmit -p server/tsconfig.json` passes. `pnpm verify`
returns exit 2 (a global doc input changed), so required CI supplies the
broad coverage.

## Risks

- Previous-release state: rows saved by earlier releases carry forward
without migration. The binding reads existing lease metadata. The
fallback discovers existing resolved-but-blocked holds by their existing
evidence fields.
- The binding now accepts a sibling allocation directory. The read still
binds to the exact sandbox, run, environment and committed owner, and it
reads only the source's recorded directory. A non-suspended Runner in a
moved allocation is refused, not adopted.
- The fallback abandons the unverified epoch and continues from the last
committed save with a fresh session. In the staging shape the run did no
provider work after it restored that save, so no work is lost.
Unverified files are attached to the task when they can be read, as
before.
- Not verified live: a real warm Codex resume after a moved allocation
on Daytona.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, read-only browser access to staging).
Extended reasoning enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:34:44 -06:00
DottaandClaude Opus 5.5 faaae003a9 perf(chat): find the conversation head from open delivery work (#20564)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External chat messages go into a durable delivery queue. Each
conversation drains in provider order.
> - Each drain step reads the head of one conversation. The head query
filters one endpoint's deliveries by state and thread.
> - On a hosted instance, this query ran about 10,000 times at about 300
ms each. The database was busy, and request reads waited behind
background work.
> - PostgreSQL read every processed delivery of the endpoint and its
`normalized_event` value to find a few open rows.
> - This pull request finds the endpoint's open delivery IDs first and
fetches only those rows.
> - The benefit is less background database load. The selected head and
the delivery order do not change.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The inbound conversation head query
(`earliestOpenConversationDelivery`).

**Subsystem affected**
Server chat inbound delivery queue.

**Current behavior**
The query has `endpoint_id = $1 and (state in ('received', 'retry',
'processing') or (state = 'processed' and <pending inbound wake>))`, a
thread filter on `normalized_event`, and a sort on `normalized_event`
keys. No index matches the `or`. PostgreSQL scans all deliveries of the
endpoint. For each row it reads `normalized_event` to test the thread.
It also reads all of `chat_actions` to build the pending-wake set. A
busy endpoint keeps all of its processed history, so the cost grows with
that history.

**Proposed behavior**
The query selects `id in (<open delivery IDs of the endpoint>)`. That
set is a `union all` of two small reads:
- received, retry and processing deliveries of the endpoint, through the
existing `chat_deliveries_work_idx`;
- processed deliveries that an issued or processing `inbound_wakeup`
action of the same endpoint (and company) still owns.

PostgreSQL fetches only those rows by primary key, then applies the same
reaction, thread and order rules.

**Reason and benefit**
The cost no longer grows with processed history. On a local fixture with
60,000 processed deliveries, the head query reads 1,309 shared buffers
instead of 262,630.

**Breaking changes**
None. There is no schema change, migration, API change, timer or poll
change.

Related work: #17971 changed the pending-wake predicate of the same
queue. #20400 added the index for the other chat delivery statement in
the same report (`select state ...
normalized_event->'githubAutomatic'->'context'->>'deliveryId'`). That
statement already uses the #20400 index on master, so this pull request
does not change it.

## What Changed

- `delivery-ledger.ts`: add `openConversationDeliveryIds(endpointId)`.
It returns the endpoint's open delivery IDs. It selects the same set as
the old state predicate for that endpoint.
- `conversation-queue.ts`: the conversation head query uses `id in
(openConversationDeliveryIds(endpointId))` in place of the state `or`.
The thread filter, reaction exclusion, order, limit and lifecycle
dependency read do not change.
- `inbound-queue-discovery.test.ts`: add a real PostgreSQL test. It
compares the new set with the old predicate on three endpoints. It
covers each state, issued and processing wakes, duplicate wakes, wakes
of non-processed deliveries, processed, other-kind and null-delivery
actions, an action on a different endpoint of the same company, and
reactions. It also checks that the real captured head query returns the
oracle's first row.
- `benchmark-inbound-queue-discovery.ts`: add
`--endpoint-history=<rows>` (a busy endpoint with 4 KiB payloads) and
`--only=<fixture>`. Add a work budget: the treatment head query must
visit at most 100 delivery rows on the history fixtures.
- `doc/DATABASE.md`: describe the head query and the benchmark command.

## Verification

Local SQL measurements. PostgreSQL 17.10 (Postgres.app, macOS arm64),
disposable database, synthetic data, default settings with 256 MB shared
buffers. The host was under heavy load from other work, so timings are
noisy. Shared buffers and visited rows are stable. Each arm has two
warmups and five alternating samples (median [min..max]). Baseline:
`origin/master` at `8d2bf78323`.

| Fixture | Query | Baseline | Treatment | Shared buffers | Delivery
rows visited | Output |
| --- | --- | ---: | ---: | ---: | ---: | --- |
| 60,000 processed, 4 KiB | head | 290.09 ms [220.21..554.19] | 7.34 ms
[5.85..7.68] | 262,630 → 1,309 | 60,002 → 4 | Equal |
| 20,000 processed, 4 KiB | head | 276.02 ms [211.77..322.12] | 34.61 ms
[4.45..194.15] | 67,618 → 486 | 20,002 → 4 | Equal |
| 1,500 processed, 32 KiB | head | 15.88 ms [13.66..21.79] | 2.29 ms
[1.64..7.75] | 10,602 → 80 | 1,502 → 4 | Equal |
| 20 processed | head | 1.49 ms [0.92..3.66] | 1.85 ms [1.01..1.97] | 2
→ 45 | 22 → 968 | Equal |

- The deadline and ready selectors do not change. Their buffers are
identical in both arms; their timings move only with host noise.
- The small control is neutral. On a near-empty table, PostgreSQL picks
a sequential scan for the open-state branch. This costs about 45
buffers.
- The 60,000-row run passes `--require-work-budget`. The baseline
exceeds the budget (`baselineExceedsWorkBudget: true`). This is the
red/green proof. There is no timing threshold in CI.
- On the treatment, the remaining head cost is the scan of
`chat_actions` for pending wakes of the endpoint. The baseline also
reads all of `chat_actions` for its hashed subplan.
- `pnpm exec vitest run src/__tests__/inbound-queue-discovery.test.ts`
(server): 6 tests pass, including the new equivalence test.
- `chat-channels.integration.test.ts` filtered with `-t
"reorder|orders|FIFO|conversation drain|lease renewal|receipt
order|edit|lifecycle"`: 148 assembled chat tests pass. They cover Slack,
Teams, Telegram, Discord and GitHub provider-order drains, head-of-line
barriers, lease loss, lifecycle edits and wake retries.
- `pnpm exec tsc --noEmit -p tsconfig.json` (server) passes.

Reproduce:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-inbound-queue-discovery.ts --baseline-ref=8d2bf78323 --endpoint-history=60000 --only=endpoint-history --require-work-budget
```

Set `PAPERCLIP_TEST_POSTGRES_ADMIN_URL` to use an existing disposable
PostgreSQL server. The benchmark uses synthetic data only.

## Risks

- Query plans depend on data and settings. These local numbers do not
prove hosted request latency. A follow-up statistics window after deploy
must confirm the gain.
- The pending-wake branch still scans the endpoint's `chat_actions`. A
partial index on pending `inbound_wakeup` actions would remove that
scan. I did not add it, to avoid a migration.
- Low behavior risk. The new set equals the old predicate for each
endpoint, and the order expression is unchanged. Tests compare both on
the same rows.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use (shell,
file edit) in Claude Code. Extended reasoning was used.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:15:29 -06:00
DottaandClaude Opus 5.5 56aa160a4e perf(native): index heartbeat runs by company and native session (#20560)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs share a native session. Retention, recovery, resume and
archive code reads all runs of one session from `heartbeat_runs`.
> - On a hosted instance, the native retention lookup ran about 67,000
times in one day at about 22 ms, and about 10,000 times at about 11 ms
in a later window.
> - No index has `native_session_id`. Each read walks the agent's or the
company's run history and filters the rows.
> - This pull request adds one concurrent partial index on `(company_id,
native_session_id)`. The SQL does not change.
> - The benefit is less background database load. Request reads wait
less, and the results stay the same.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The native session-run lookups. The largest caller is
`sessionRetentionBlocker` in native harness backup and checkpoint
retention. It selects `id, status, finished_at`, an incomplete-recovery
flag and the issue ID for one company, agent and native session.

**Subsystem affected**
Server native runtime (retention, recovery, resume and archive reads)
and the database schema.

**Current behavior**
`heartbeat_runs` has no index on `native_session_id`. PostgreSQL reads
the whole run history of the company (or of the agent through
`heartbeat_runs_company_agent_started_idx`) and filters by session. The
cost grows with the run history, not with the size of the session.

**Proposed behavior**
The index finds the few runs of one session directly. Every caller
already filters by `company_id` and `native_session_id`, so one index
serves the agent-scoped and the issue-scoped reads.

**Reason and benefit**
This statement family used about 1,500 s of database time in one day on
a busy hosted database. The local proof below shows 12.3 ms to 0.04 ms
per call.

## What Changed

- `packages/db`: add `heartbeat_runs_company_native_session_idx` on
`(company_id, native_session_id) WHERE native_session_id IS NOT NULL`.
Migration `0457_native_session_run_index` builds it with `CREATE INDEX
CONCURRENTLY IF NOT EXISTS`. The migration is registered as a
top-level-statement migration, the same way as 0454–0456.
- Add a regression test in `native-harness-backup-expiration.test.ts`.
It captures the real retention lookup and proves that its plan can use
the index. It also pins the company and session scope: a live run of
another company with the same session ID does not protect a checkpoint.
A live run of the same agent in another session does not protect it. A
live run of the same session does protect it.
- Add `scripts/benchmark-native-session-run-index.ts`. It runs the real
checkpoint retention pass (dry run), captures the exact SQL, and replays
it with and without the index. It also times the migration through the
normal migration runner.
- `doc/DATABASE.md`: describe the index and the benchmark command.

## Verification

Local SQL measurements, synthetic data. PostgreSQL 18.1 (embedded test
server). Fixture: 100,000 runs (50,000 of the measured agent, 50,000 of
a second agent), 4 runs per session, 4 KiB incompressible
`runner_profile_json` per run, 638 MB table. Order: no index, index, no
index, index. 15 `EXPLAIN (ANALYZE, BUFFERS)` samples after 3 warmups.

| Pass | Plan | Median execution | Min / max | Shared buffers |
| --- | --- | --- | --- | --- |
| No index (1) | Seq Scan | 12.30 ms | 10.33 / 35.27 ms | 3,607 |
| Index (2) | Index Scan using
`heartbeat_runs_company_native_session_idx` | 0.036 ms | 0.021 / 0.115
ms | 38 |
| No index (3) | Seq Scan | 12.38 ms | 10.24 / 26.14 ms | 3,607 |
| Index (4) | Index Scan using
`heartbeat_runs_company_native_session_idx` | 0.043 ms | 0.022 / 0.098
ms | 38 |

- Correctness: the service SQL is the same in every pass. The returned
rows (all columns) and the retention result are equal in every pass. The
script fails on any difference.
- Migration: the first run through the migration runner took 525 ms on
the 638 MB fixture. The rerun took 273 ms and skipped the existing
index. A direct concurrent build took 145–221 ms. Index size: 1.9 MB.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-native-session-run-index.ts`
- `npx vitest run
src/__tests__/native-harness-backup-expiration.test.ts` (server): 108
passed.
- `pnpm --filter @paperclipai/db check:migrations`: passed. Five
snapshots remain.
- `pnpm verify` exits 2 (a new script under `scripts/` is a global CI
input). Required CI supplies the broad coverage.

## Risks

- Low risk. The migration adds one index concurrently and does not lock
writes. The SQL of every caller is unchanged.
- The index adds a small write cost to `heartbeat_runs` inserts and to
updates of `native_session_id`. Rows with a null session are not
indexed.
- Persisted run state: no saved run, session or checkpoint shape
changes. State saved by the previous release carries forward unchanged.
- Hosted latency is not measured yet. The numbers above are local SQL
measurements.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file edits, local PostgreSQL).

## 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>
2026-11-10 10:04:22 -06:00
79e28dc0d0 fix(runner): record pending calls at sidecar shutdown (#20272)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The ACPX sidecar carries task tools between a provider and its
controller.
> - A closed controller pipe rejects all pending tools with `sidecar
stdin closed`.
> - Current logs do not record the first shutdown trigger or the pending
calls at that point.
> - The sampled runs record a server SIGTERM before the 300-second tool
idle timeouts and later pipe failures. The exact pipe-close cause
remains unresolved.
> - This pull request adds one bounded shutdown record before cleanup
removes the evidence.
> - Operators can use it to compare controller shutdown with pending
tool calls.

## Linked Issues or Issue Description

**What happened?**

Several task document reads failed together with `sidecar stdin closed`.
In two sampled staging traces, earlier task tools reached a 300-second
idle timeout. The sidecar source maps the closure error to pending-call
rejection during shutdown. It does not record the trigger or the pending
call population.

Pattern: [Task reads lose their tool
connection](https://www.braintrust.dev/app/Paperclip/p/Paperclip%20Staging/patterns/5544e6f3-9e33-4661-95c3-5849c9a8f2b6).

**Expected behavior**

Record the local shutdown reason and a bounded snapshot of pending calls
before cleanup removes them. Keep tool cancellation and authorization
unchanged.

**Steps to reproduce**

1. Start the sidecar with pending task calls.
2. Close controller stdin, or send SIGTERM or SIGINT.
3. Inspect the sidecar event stream and stderr.

**Paperclip version or commit**

Baseline: `33a23e024697552a4a639e49957a3443c75a5bd5`.

### Hypothesis and thesis for a fix

The provisional hypothesis is that controller teardown causes the batch
failures after an earlier stall. The source proves how EOF rejects
pending tools. The traces establish ordering. They do not prove why the
controller closed stdin or why the earlier calls stalled. Run logs now
confirm an earlier server shutdown in both examples. One later recovery
could not find the provider; the other later ended at a durable receipt
limit. The first failed settlement and exact pipe-close trigger remain
unresolved. The later example already used a provider revision
containing #19365 and #19290, so those earlier fixes do not alone
explain all occurrences.

This is a **diagnostic-only change**. The sidecar owns the local
shutdown signal and its pending waiters. Record that state once at the
first shutdown request. Do not add retries or change deadlines without
evidence. This supports each provider that uses this sidecar. It
preserves company/task/run authority, approval checks, tool admission
and cleanup ownership. It does not resolve or claim recovery of the
original read stalls.

## What Changed

- Emit `sidecar_shutdown_requested` through the existing diagnostic
stream and stderr before shutdown can remove waiters.
- Record pending tool, input, permission and completion-normalization
counts. Include at most 16 oldest tool calls with elapsed time and a
SHA-256 call ID. Exclude arguments, results, operation names and raw
call IDs.
- Add real sidecar process tests for EOF and both shutdown signals.
Check successful resolution, cancelled calls, pending-call rejection,
provider cleanup and sidecar exit with code 0 and no signal before
fallback cleanup.
- Document the record and its limits. Saved session formats and
previous-release behavior stay unchanged.

## Verification

- Candidate: `85a929eef87d5f775bbed9f2c98409432c86c702`. The baseline
replay uses an isolated detached checkout at the baseline SHA with the
exact candidate regression file.
- Baseline red: the three process regressions failed because the
expected shutdown record was absent. The sidecar initialized, handled
calls and shut down before each assertion.
- Unchanged process regressions pass with the implementation. The
focused sidecar and snapshot suites passed: 117 tests, one unrelated
macOS candidate-admission test skipped on Linux x64.
- `cd packages/paperclip-runner && pnpm exec vitest run
src/cli/acpx-runtime-sidecar.test.ts
src/cli/acpx-sidecar-shutdown.test.ts`
- `cd packages/paperclip-runner && node --test
test/acpx-sidecar-contract.test.mjs`: 16 passed.
- `cd packages/paperclip-runner && pnpm exec tsc -p tsconfig.json
--noEmit`: passed after building the local eval-kernel dependency.
- `git diff --check`: passed.
- These tests use the real sidecar pipe and process boundary with a
controlled provider host. Independent outcome and cleanup files prove
rejection and process cleanup. They do not exercise a live authenticated
Claude/staging run or prove deployed recovery.
- The local preflight could not build Rust because this host has no
Cargo. CI must supply the applicable Rust/build checks. At head
`85a929eef87d5f775bbed9f2c98409432c86c702`, all 61 check runs are
complete: 58 passed and three conditional jobs skipped. The legacy Snyk
status passed. Greptile is 5/5 with both threads resolved. [CI
result](https://github.com/paperclipai/paperclip/actions/runs/42630335496).

## Risks

- The controller can stop reading before it receives the diagnostic
frame. Stderr is an additional path, not a delivery guarantee.
- EOF records a local pipe closure. It cannot identify the upstream
controller cause by itself.
- Hashed IDs require offline hashing of the existing tool-call journal
for correlation. At most 16 samples are retained; counts include the
full pending population.
- No persistent state, retry, cancellation or authorization contract
changes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 09:57:01 -06:00
DottaandPaperclip bf0220d34a perf(workspaces): migrate with one archive and no readback (#20554)
## Thinking Path

> - Paperclip coordinates agents and keeps their workspace files.
> - A legacy workspace must move from a local volume to object storage.
> - The importer creates an archive, downloads and restores it, and
captures the source again.
> - Parent imports also download and recapture children that already
have committed snapshots.
> - This repeated work makes the one-time migration slow.
> - This change copies each source file once and trusts the upload
acknowledgement.
> - Existing source locks and atomic publication still own the
migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The one-time migration of legacy local and Git workspaces to durable
snapshots.

**Current behavior**

Each workspace is captured twice and restored as a test during
migration. Parent imports also read back already imported child
snapshots. Capture hashes source files before writing them and scans
them again afterward.

**Proposed behavior**

Build one archive from one source-file read, encrypt it, upload it, and
publish its reference. Trust the upload acknowledgement. Reuse journaled
uploads after an interrupted process. Retain committed child snapshots
by database reference.

**Reason and benefit**

Remove repeated source reads, temporary copies, complete downloads, and
recursive child verification. The tests assert one capture, one upload,
and zero migration downloads.

**Breaking changes**

The archive format stays compatible. File hashes required by current
readers are computed inline during the copy. There is no preliminary
file-hashing pass. Existing readers can cold-restore the result.

Related work: #19817 and #20447.

## What Changed

- Add single-pass capture that fills fixed-length checksum fields in the
existing archive header after copying.
- Remove migration readback, test extraction, fresh-source recapture,
and Git integrity scans.
- Compute the encrypted archive checksum while writing it.
- Reuse acknowledged and journaled uploads without rebuilding or
downloading them.
- Retain already imported children through their database bindings.
Remove the recursive payload verification cache.
- Keep company checks, source and writer locks, recovery bindings,
journal identities, cancellation, and atomic publication.
- Bind archived repository intent paths to the operation without
reconstructing an archive to check them.
- Update the migration contract and the affected tests.

## Verification

- Node 24.22.2 and pnpm 9.15.4 on macOS arm64.
- At e876dbdc: focused capture, migration, lost-acknowledgement, and
frozen old-reader compatibility checks: 11 passed.
- Real source-file open counts prove one read per file. The single-pass
archive matches the existing archive bytes and manifest.
- Cold restore preserves staged and unstaged Git work, untracked files,
executable modes, and confined symlinks.
- At e876dbdc: full archive and cohort suites: 147 passed.
- At e876dbdc: server layered typecheck passed.
- At 58e5c229: four review fixes add Git source-root confinement,
archived lost-acknowledgement reuse, old-journal intent binding, and
wrapped-key readability. New focused regressions are included;
current-revision CI is pending.
- Post-review local runs were inconclusive: Git cases timed out in both
existing strict and single-pass modes, and DB tests stalled before
assertions. The unchanged earlier passes are not presented as
final-revision passes. Required CI will verify the final revision.
- Earlier full migration, snapshot storage, and nested-reference suites
passed before the compatibility refinement. Required CI supplies fresh
broad coverage for the final revision.
- Initial compatibility checks exposed the need to retain the existing
file-hash header. Inline checksums fixed that failure without another
source-file pass.
- Initial tests that required repeated verification were updated to the
requested copy-once contract. Upload-time database mutations still test
the retained business-state guards.

## Risks

- Migration now trusts the storage acknowledgement and cooperating
writer fences. It does not prove the uploaded bytes with a download or
detect later local edits with a second capture.
- Already imported child objects are trusted without another object
read. Their database bindings remain checked.
- Original source files remain available for recovery.
- This adds no automatic migration, server pin, or serving deployment.
Ordinary run capture and authenticated restore retain their existing
behavior.

## Model Used

OpenAI Codex, GPT-6 family, with code editing and terminal tools. The
exact runtime model revision and context window are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, including the runtime details
available to this session
- [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
related work above
- [x] I have described the issue in-PR following the enhancement issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket ID
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open follow-ups
- [x] I will address reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 09:13:33 -06:00
DottaandClaude 94cfb84150 fix(scripts): build the plugin SDK in the agent worktree preflight (#20473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Contributors and agents prepare each new git worktree with `node
scripts/agent-preflight.mjs`
> - The server imports `@paperclipai/plugin-sdk` through its built
`dist`. The preflight did not build that `dist`.
> - On a fresh worktree, the server and the restart-chaos harness stop
at startup with `ERR_MODULE_NOT_FOUND` for
`server/node_modules/@paperclipai/plugin-sdk/dist/index.js`
> - The SDK exports `dist` on purpose: plugin workers load it under
plain Node. CI, `paperclipai run` and the typecheck scripts already
build it with `scripts/ensure-plugin-build-deps.mjs`.
> - This pull request makes the preflight run the same builder as a step
> - The benefit is that one preflight command gives a worktree that can
start the server and the harness

## Linked Issues or Issue Description

**What happened?**
After `node scripts/agent-preflight.mjs` on a fresh worktree, `node
cli/node_modules/tsx/dist/cli.mjs tests/restart-chaos/main.ts ...` stops
at startup. The error is `ERR_MODULE_NOT_FOUND` for
`server/node_modules/@paperclipai/plugin-sdk/dist/index.js`, imported
from `server/src/services/reusable-sandbox-resume-error.ts`. The
workaround is `pnpm --filter @paperclipai/plugin-sdk build`.

**Expected behavior**
The preflight prepares everything that the server needs to start. The
server and the harness import their modules without a manual build.

**Steps to reproduce**
1. Make a new worktree from `origin/master`.
2. Run `node scripts/agent-preflight.mjs`.
3. See that `packages/plugins/sdk/dist` does not exist.
4. From `server/`, import
`./src/services/reusable-sandbox-resume-error.ts` with tsx. The import
fails with `ERR_MODULE_NOT_FOUND`.

**Paperclip version or commit**
`origin/master` at a5e01634f6.

## What Changed

- `scripts/agent-preflight.mjs`: add a `plugin-sdk` step after install.
It runs `scripts/ensure-plugin-build-deps.mjs`. That script builds
`@paperclipai/shared` and `@paperclipai/plugin-sdk`, and it skips them
when their content fingerprints match the last build. The step reports
`built` or `skipped`. It fails when the builder fails or when a
completion marker is missing after the build.
- The SDK build does not use the shared cross-worktree cache. Both
packages compile in about 1.6 s with the native compiler, so a cache
clone does not save time.
- `scripts/__tests__/agent-preflight.test.mjs`: new tests. They use the
real builder script with a stand-in compiler. They cover a fresh build,
a skip when sources do not change, a rebuild after a source change, a
rebuild when only the SDK `dist` is missing, a failed build, and missing
outputs. The file is added to `test:release-registry` next to
`agent-build-cache.test.mjs`.
- `doc/DEVELOPING.md`: the "Agent worktree preflight" section describes
the new step.

I checked the other option: change the SDK exports to `src`, as most
sibling packages do. I did not do that. Plugin workers load the SDK
under plain Node, and other tools already depend on the built `dist`. I
also checked the other workspace packages that the server and the
harness import. Only `@paperclipai/paperclip-runner` and
`@paperclipai/paperclip-eval-kernel` also export `dist`, and the
preflight already builds them. The harness builds its sandbox plugin
fixtures itself (`tests/restart-chaos/plugin-build.ts`).

## Verification

- Reproduced on a fresh worktree from `origin/master`: after the
preflight, `packages/plugins/sdk/dist` did not exist and the tsx import
of `server/src/services/reusable-sandbox-resume-error.ts` failed with
`ERR_MODULE_NOT_FOUND`.
- On a second fresh worktree with this change: the preflight printed
`plugin-sdk: built in 1.6s`. A second run printed `plugin-sdk: skipped`.
A tsx import of `reusable-sandbox-resume-error.ts` and
`server/src/app.ts` passed. A tsx import of every module that
`tests/restart-chaos/main.ts` imports passed. I did not run a harness
wave.
- `node --test scripts/__tests__/agent-build-cache.test.mjs
scripts/__tests__/agent-preflight.test.mjs
scripts/__tests__/ensure-plugin-build-deps.test.mjs`: 23 pass.

## Risks

- Low risk. The change affects only the local agent preflight. A fresh
preflight takes about 2 s more. A current worktree adds one fingerprint
check (about 0.1 s).
- The step uses the builder's lock. If another build in the same
worktree holds the lock, the step waits for it, as the other callers do.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use (shell
and file editing) in Claude Code.

## 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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 08:03:56 -06:00
f4337bb5fb test(evals): land the chat catalog eval harness on master (#19614)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat-feature evals measure whether agents complete real chat
requests through the product
> - The chat catalog eval harness and its repairs live on the
`chat-eval/master-candidate` branch, not on master
> - Today's work made 139 of 242 chat evals pass in verified single-case
live runs. Each product fix landed on master as its own pull request
> - The eval-side changes (setups, graders, fault seams, evidence
capture) still exist only on the candidate
> - This pull request lands the harness on master. Master stays the
source of truth for product behavior
> - The benefit is one tree: evals run against master commits, and
product fixes reach the evals as soon as they merge

## Linked Issues or Issue Description

Refs #19441, Refs #19599, Refs #20270, Refs #20334, Refs #20342, Refs
#20344, Refs #20354, Refs #20360, Refs #20373, Refs #20382, Refs #20409

**What existing behavior does this improve?**
The chat catalog eval harness and the product it evaluates live on a
long-running branch outside master. Eval fixes do not reach master, so
master-based eval runs use old setups and graders.

**Subsystem affected**
`tests/runner-e2e` chat catalog harness, plus a small set of product
changes that exist only on the candidate.

**Proposed change**
Land the harness on master. Every product fix from this eval work
already merged to master as its own pull request. Conflicts keep
master's product behavior.

## What Changed

- Most of the diff (808 of 851 files) is under `tests/runner-e2e/`:
chat-catalog domains, scenarios, descriptors, the TestOps manifest,
private evidence tooling, and their tests.
- Graders now check saved state, setup literals and rendered or clicked
links. Many keyword and regex checks on free-form replies are removed.
Each changed grader has a bumped `oracleVersion` and calibration tests
(a valid reply, a reworded valid reply, and broken variants that must
fail).
- The shared link helper `hasLink` no longer treats a list link (for
example `/COM/issues?view=mine`) as a link to every task without a URL
key.
- Setup fixes build real state through supported product routes: routine
history, agent grants through the board grant route, budget holds with a
real cap, and a storage-layer archive fault for
`inbox-search.archive-partial-failure`.
- Browser boundary journeys (sign-in, chat-disabled, onboarding) now
write the standard pass evidence files.
- Retargeted cases, approved by the maintainer:
`agent-chat.chat-disabled` (Conference Room gate),
`agents.restore-instructions` (no saved instruction history),
`access.manage-membership` (member permission edits stay board-only).
- The private evidence trusted files (`manual-private-handoff.ts`,
`manual-private-retention.ts`, `manual-private-report-assets.ts`) are
byte-identical to master.
- Product files outside `tests/` (43 files, +1,328 −49) carry
candidate-only changes that master does not yet have. Most are tests.
The main code changes are in `request-human-input.ts`,
`heartbeat-run-summary.ts`, `native-completion-feedback.ts`,
`native-run-finalizer.ts`, `openapi.ts`, `secrets.ts` and
`IssueChatLongThreadPerf.tsx`.

## Verification

- `pnpm vitest run chat-catalog-domains chat-catalog-contract.test.ts
chat-catalog-consistency.test.ts unit-launcher.test.mjs
--testTimeout=180000` in `tests/runner-e2e`: 269 files pass, 3,550 tests
pass.
- `node --test chat-full-catalog-testops-manifest.test.mjs`: 10 pass.
- `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`:
no change.
- `tsc` for `server` and `tests/runner-e2e`: clean.
- Live single-case verification: 139 of 242 cases passed on paid runs,
and a person read the saved evidence for each. These are single-case
runs, not one full-cohort run.

## Risks

- Large diff. Most of it is test-only, but the 43 non-test files change
product code paths. Review those files first.
- Some graders are now less strict on reply wording. A person must read
replies for meaning on those cases.
- 42 cases need disposable outside accounts (Notion, Slack, GitHub,
Daytona and others) and stay blocked. `access.invite-teammate` stays
failing until local agent isolation lands, because the runner's durable
state keeps a live invite token.
- The paid workflow compares the trusted private-evidence files with
master. They are unchanged, so this risk is low.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`), with tool use and code
execution, in Claude Code. Subagents used the same model.

## 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>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 08:02:11 -06:00
DottaandClaude Opus 5.5 15a734d068 fix(heartbeat): show a storage outage wait as live status, then record it once (#20460)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - In cloud mode a run reads and writes file storage on its critical
path: it starts its run log (`s3_segments`), restores its saved
workspace, and saves it again
> - Since #20299 a run waits out a storage outage there for up to 5
minutes instead of failing
> - That wait was silent. The board showed "running" with no sign of
life, so a storage wait looked like a dead run (restart-chaos R5
`silent_dead_run`)
> - The first version of this PR wrote a run event on every wait. That
writes the run row (`next_event_seq`, `updated_at`) while the run-log
claim is still in progress, and it covered only the run-log begin
> - This PR shows the wait as live run status instead, writes nothing
during the wait, and records one lifecycle event when the wait ends. It
covers every critical-path wait in the run's storage scope
> - The benefit is that a storage outage shows on the board as waiting,
the run's history keeps one honest line about it, and the claim path is
left alone

## Linked Issues or Issue Description

Refs #20299 (wait out a store outage on a run's critical path).

**What happened?**
- `w-20261110T043533-s11936` (Daytona R1, ST1 194 s, K2): run `d49f58d8`
waited 186 s in `heartbeat.prepare.run_output` with no event. The grader
failed it as `R5:silent_dead_run`.
- `w-20261110T105903-s11936`: the restore download
(`storage.snapshot.download`) waited 182 s with no sign of life.

**Expected:** the board shows the run waiting for file storage, and
nothing about the notice can disturb run-log ownership.

**On the failed `run_output` seen on builds of the first version**
(`w-20261110T101517-s11936` t01 run `9d39550a`,
`w-20261110T081647-s11936` t02 run `9da10424`): the evidence points to
an expired restart lease, not to the notice's row writes. Neither the
writer-authority check (`run-log-authority.ts`) nor the journal claim
compares `next_event_seq` or `updated_at`. A remote
`bootstrap_incomplete` restart claim gets a 60 s lease
(`REMOTE_CONTROLLER_LEASE_MS`), and preparation renews it only for
`reattach_remote_runner` claims. In t01 the claim was at 10:19:55, the
outage ended at 10:22:18.15, and `run_output` failed at 10:22:18.17, on
the first authority check after the store came back. That fix ships
separately as its own PR.

## What Changed

- `storage/storage-unavailable.ts`:
- The run's storage scope can carry a wait observer
(`reportStorageOutageWaitsTo`).
- `retryThroughStorageOutage` tells it about each backoff (`waiting`).
The operation that owns the wait reports one `ended` (`recovered` true
or false), so nested waits do not double-report.
  - `storageOutageWaitFor(purpose, work)` names the step.
- An observer that throws never changes the wait.
`endStorageOutageWaitOn` keeps the observer.
- `heartbeat/storage-wait-notice.ts` (new):
- Each wait sets live runtime status (phase `waiting_for_storage`,
"Waiting for file storage before starting the run log (45s so far)") and
publishes `heartbeat.run.progress`. Nothing goes to the database.
- When the wait ends, it writes one `lifecycle` warn event: "Waited Ns
for file storage before …", with payload `reason:
"storage_outage_wait"`, `purpose`, `waitedMs` and `recovered`.
- `heartbeat.ts`: installs the notice next to `endStorageOutageWaitOn`
(one line).
- Purposes:
  - run-log begin: "starting the run log";
  - `loadWorkspaceSnapshotArchive`: "restoring the workspace";
  - `uploadWorkspaceSnapshot`: "saving the workspace".
- `packages/shared`: adds `waiting_for_storage` to
`HeartbeatRunStatusPhase`.
- `tests/restart-chaos/live-status-evidence.ts` (new): R5 also counts
the board's live run status (`/api/issues/:id/live-runs`
`currentStatusUpdatedAt` / `lastEventAt`) as evidence that a running run
is alive. Wiring it into `observer.ts` takes one import and one changed
line.
- `doc/run-log-events.md`: documents the live status and the one event.
- Removed: the first version's per-wait run event.

## Verification

- `cd server && npx vitest run src/services/heartbeat/run-output.test.ts
src/__tests__/storage-outage-wait.test.ts
src/services/remote-workspace-snapshot-storage.test.ts
src/services/object-byte-journal.test.ts
src/__tests__/storage-s3-credential-rotation.test.ts`: 103 pass.
- Red/green: with the observer disabled (master behaviour), these new
tests fail. With this change they pass:
- run-output "shows the wait as live status and writes nothing to the
run while its log claim waits": no run-row write and no event during the
claim's waits; the live status is `waiting_for_storage`; the claim's
writer-authority check still passes; one lifecycle event afterwards;
- the helper's observer tests (one end per wait; gave-up reporting; a
throwing observer; the Stop signal keeps the observer);
- snapshot storage "tells the run it is waiting for storage while a save
or a restore waits out an outage".
- `PAPERCLIP_IN_WORKTREE=false npx vitest run --config
tests/restart-chaos/vitest.config.ts
tests/restart-chaos/live-status-evidence.test.ts
tests/restart-chaos/observer.test.ts
tests/restart-chaos/triggers.test.ts`: 65 pass. `node
scripts/typecheck-test-projects.mjs tests/restart-chaos`: pass. `cd
server && npx tsc --noEmit`: pass.
- Live restart-chaos waves: results in a comment below.

## Risks

- Low.
  - The retry policy, its budget and Stop handling are unchanged.
- During a wait, the only new effect is an in-memory status and a live
event.
  - Afterwards, one event per wait, written without blocking the run.
- Runtime status is per server process. A board on another instance sees
the waiting line only after the closing event.
- Shared journal work (`runSharedStorageWork`) keeps its own scope
without the observer. Its waits surface through the enclosing run-scoped
wait, as before.
- Previous-release state: this persists no new run or session state. A
run saved by the previous release resumes unchanged.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 07:42:43 -06:00
DottaandClaude Opus 5.5 fea4530a30 fix(recovery): retry a preparation killed by a restart in the uncharged lane (#20534)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When the control plane restarts, an interrupted run must continue on
its own. A user must not have to press Retry because a deploy or a crash
happened
> - A preparation that a restart stops before the provider starts spent
no provider work. It is retried in the uncharged
`interrupted_preparation` lane (12 retries), not the charged
`transient_failure` lane (2 retries)
> - #20496 made that work for a graceful drain (SIGTERM). A hard kill
(SIGKILL) during workspace preparation still landed in the charged lane
> - Two killed preparations in one chain then spent the failure budget,
and the next interruption could not continue: the task needed a manual
Retry
> - This pull request lets restart recovery hand a killed preparation to
the uncharged lane once the killed controller is proven gone
> - The benefit is that a task survives any number of restarts during
workspace preparation (up to the crash-loop cap) without a Retry click

## Linked Issues or Issue Description

**Subsystem affected**
Heartbeat restart recovery: the process-loss reaper in
`server/src/services/heartbeat/recovery.ts`.

**Problem or motivation**
The restart-chaos harness on Daytona with `--storage s3
--storage-trigger snapshot-download` (seed 603, task t02, a codex C1
follow-up) kills the server while a workspace snapshot downloads. On
builds that contain #20496, two replays still ended in
`R3:retry_needed`. The run chain in replay
`w-20261110T061107-s603-replay-t02-1794309789008`:

1. K1 SIGKILL during preparation: `process_lost`, then "Scheduled
bounded retry 1/2 … transient_failure".
2. K2 drain during preparation: `interrupted_preparation` 1 (the #20496
path, correct).
3. K4 SIGKILL during preparation: `process_lost`, then "Scheduled
bounded retry 2/2 … transient_failure".
4. K2 drain during preparation: the failure budget was spent
(`failureRetries` 2), so the hold could not continue. The harness had to
click Retry.

**Root cause**
The reaper does record the no-provider-work certificate
(`executionRecovery: { kind: "bootstrap", providerWorkStarted: false }`)
for a preparing run from another boot. But before it fails the run,
`revokeExpiredLegacyControllerWithState` swaps in a random boot id with
a 60 s lease, a tombstone that no controller holds.
`scheduleBoundedRetryForRun` then asks `isInterruptedNativePreparation`,
whose `preparerMayStillUnwind` check sees that live lease and says the
old preparer may still be unwinding. The lane falls back to
`transient_failure` and charges the failure budget. Every killed
preparation is charged, whether or not its controller is provably gone.

**Proposed solution**
When the reaper has already proven the old controller's recorded process
gone (`legacyControllerGone`, the shared owner prover that #20496 also
uses) and the revoked state shows the run was still preparing with no
process recorded (`restartInterruptedBeforeDispatch`), expire that
tombstone lease in the same `process_lost` write. The lane decision then
sees an expired lease and applies its existing checks (no coordinator,
result or execution events; leases released with stop receipts;
workspace repair when needed). Any evidence of provider work, or a
controller that cannot be proven gone, keeps today's charged behaviour.

**Alternatives considered**
- Revoking with an already expired lease: the 60 s revocation lease
fences other servers while this pass fails the run, so the expiry
belongs in the terminal write.
- Teaching `preparerMayStillUnwind` to ignore unstamped leases: that
would also skip the wait for a lease of a live controller saved by an
older release.

## What Changed

- `server/src/services/heartbeat/recovery.ts`: the `process_lost` write
sets `controllerLeaseExpiresAt` to now when
`restartInterruptedBeforeDispatch && legacyControllerGone`.
- `server/src/__tests__/heartbeat-process-recovery.test.ts`:
- New: a chain whose preparation is killed twice (controllers proven
gone) and then drained. Each kill schedules `interrupted_preparation`
(attempts 1 and 2, `failureRetries` 0), and after the drain the restart
settlement schedules `interrupted_preparation` 3 without a Retry.
- New old-saved/new-resumed case: a preparing run saved by an older
release without a controller process stamp keeps the charged
`transient_failure` lane.
- `doc/execution-semantics.md`: one additive sentence saying the lane
also covers a hard kill once the killed controller is proven gone.

## Verification

- Red/green: `npx vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t "killed twice"`
fails on master (the first kill schedules `transient_failure`) and
passes with the fix.
- Related suites pass: `heartbeat-process-recovery`,
`interrupted-preparation-hold-settle`,
`execution-recovery-dead-controller`, `legacy-controller-lease` and
`ownership-reconciliation-report` (5 files, 521 tests).
- Live (Daytona, `--storage s3 --storage-trigger snapshot-download`,
replay of `w-20261110T061107-s603/t02` with K1/K2/K4/K2, image
`paperclip-daytona-runner@sha256:05a4a092…` whose runner content matches
this branch): running; the result will be posted as a comment.

## Risks

- Low. The change applies only when the shared owner prover returns
`gone` for the exact recorded controller and the run was still preparing
with no process recorded. The lease's boot id stays the random
revocation id, so the old controller can still never renew it. Old rows
without a controller stamp keep today's behaviour.
- Previous-release story (upgrade-safe-run-state): no persisted shape
changes. A run saved mid-preparation by an older release has no
`controllerProcess` stamp, cannot be proven gone, and keeps the charged
lane (covered by the new old-saved test). Retries an older release
already scheduled in the charged lane keep their counters.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## 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>
2026-11-10 06:48:43 -06:00
DottaandClaude bf45700ca3 fix(native): make Retry work after a turn start cut off once Codex recorded the turn (#20516)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native Codex run sends `turn/start` through its runner. A
control-plane restart can kill the runner and Codex while that request
is in flight
> - #20507 lets the runner resume by itself when Codex's thread history
proves the turn was never created. When Codex did record the turn, the
turn may have done work, so the runner still fails closed and nothing
replays it
> - That branch must still end in a Retry that works. The next run on
the same conversation is refused at the runner-state fence before it
asks for a runner. #20507 let Retry continue after that run by matching
the refusal's error text
> - Driving that branch end to end with the real runner exposed a second
dead end. When the owner's runner dies, its provider-session close
cannot prove suspension, so this server process can keep an
operator-required cleanup quarantine for the task. Retry was then
refused outright ("Send a new message")
> - This pull request replaces the text match with a server-authored
run-log event, lets Retry take the same verified-stop path as a new
message, and adds a real-runner test of the whole branch: the cut-off
owner fails closed, the follow-up is refused with structured proof,
Retry is admitted, and the fresh Retry run completes
> - The benefit is that this restart window cannot strand a task, and
the Retry gate no longer depends on error wording

## Linked Issues or Issue Description

**What happened?**
Follow-up to #20507 (restart-chaos wave `w-20261110T033426-s108`, t03).
#20507 left one item open: prove that a person's Retry produces a
working run when the restart cut off `turn.start` after Codex recorded
the turn. It also matched the fence refusal by its error text.

**Expected behavior**
After that cut-off, the owner stays failed closed and the turn is never
started again by itself. A person's Retry starts a new run that
completes. It never fails with `quarantine_owner_unverified` and never
returns 202 with no run.

**Steps to reproduce**
1. Run `pnpm --filter @paperclipai/server exec vitest run
src/services/native-runtime/native-cut-turn-start-retry.integration.test.ts`.
2. Without the new event, the test fails: the refused follow-up has no
proof that it never launched, so Retry after it would wait on
`process_identity_missing`.

## What Changed

- `native-session-executor.ts`: when the runner-state fence refuses a
run before launch (`prior_owner_*` or `legacy_prior_owner_*`), the
executor records the server-authored event
`native.prior_owner_fence_refused` with the closed refusal `reason`,
then fails the run as before. A failed write leaves the run held (the
safe side).
- `native-local-process-stop.ts`: `nativeRunNeverLaunched` accepts a
failed run that has this event (and still no launch, identity,
`adapter.invoke` or runner-sourced event). It no longer reads the error
text.
- `explicit-native-continuation.ts`: when the task's in-process cleanup
quarantine is operator-required, a Retry no longer returns
`cleanup_quarantined` at once. Like a new message, it must first pass
`verifyStoppedNativeSessionForContinuation`, which releases the
quarantine and records `native.stopped_conversation_verified`. A native
Retry always starts a fresh conversation (`forceFreshSession`), so it
never resumes the interrupted turn. If the proof fails, Retry still
returns `cleanup_quarantined`.
- `verifyStoppedNativeSessionForContinuation`
(`native-session-executor.ts`), three narrow additions:
- a run with `native.prior_owner_fence_refused` may stand in for the
saved state's owner, like a run refused by the cleanup quarantine (both
were refused before launch);
- when the session root is gone, it reads the fence's single
`identity_indeterminate` quarantined copy of the owner's state (several
copies stay ambiguous);
- a provider startup attempt in phase `initialization_failed` whose
direct child exited and whose process and process group are gone no
longer blocks the proof. A same-run restore that fails closed leaves
exactly this record. Those PIDs are also re-checked before the
quarantine is released.
- New real-runnerd integration test
`native-cut-turn-start-retry.integration.test.ts` (real runnerd and fake
Codex with `--hang-turn-start after`):
1. The owner run's `turn/start` hangs after Codex recorded the turn; the
runner and Codex are killed. The owner's provider state keeps the
ambiguous start, and the thread history keeps the turn.
2. The same-run resume restores the runner and fails closed with "cannot
safely recover an ambiguous Codex turn start". Codex saw exactly one
`turn/start`.
3. A follow-up on the same conversation is refused with `prior_owner_*`,
never `quarantine_owner_unverified`. It records
`native.prior_owner_fence_refused`, launches nothing, and
`nativeRunNeverLaunched` is true for it.
4. The owner's operator-required in-process cleanup quarantine is pinned
(whether the real close lands there is timing-dependent; about half of
the local runs did).
5. Retry of the refused follow-up passes
`admitExplicitNativeContinuation` (not a dry run) with no block reason,
releases the quarantine and records
`native.stopped_conversation_verified`.
6. The Retry run, prepared with a fresh conversation as task Retry does
(`forceFreshSession`), uses a different runner-state root and completes
with exit code 0. Codex saw one new `thread/start` and one new
`turn/start`; the cut-off turn was never started again.
- `explicit-native-continuation.test.ts`: the fence rows now insert the
event. A new row shows that the refusal text alone keeps the run held.
The "worker loss (retry)" case now expects a verified Retry to be
admitted like a new message.
- `native-recovered-owner-followup.test.ts`: a fixture event moves to a
free sequence number, because the refused follow-up now writes its own
event.
- Docs: `doc/run-log-events.md` (new event) and
`packages/paperclip-runner/docs/durable-recovery.md`.

## Verification

- Red/green:
- Without the event write, the integration test fails (no fence event,
so the follow-up is not proven unlaunched).
- Without the gate and proof changes, it fails with `expected [
'cleanup_quarantined' ] to deeply equal []`: Retry is refused while the
owner's quarantine is held.
  - With all changes, it passes.
- `vitest run` of `native-recovered-owner-followup`,
`explicit-native-continuation` (427 tests), `quarantined-task-retry`,
`issue-confirm-run-stopped-routes`, `native-finalization-recovery`,
`task-interruption-query`, `execution-projection`,
`chat-run-publications`, `closed-native-receipt-accounting`,
`agent-live-run-routes` and the new integration test pass.
- Server `tsc --noEmit` passes.
- Runner code and the pack `contractDigest` do not change.

## Risks

- Low-medium risk. The new event is written only on the fence refusal
path, which already fails the run. It is local run-log data (no
Telemetry or OpenTelemetry).
- Retry after an operator-required cleanup quarantine is a behaviour
change: it was always refused, and now it is admitted only after the
same exact stop proof a new message needs. That proof checks the owner's
runner stop record, every recorded provider and startup PID and process
group, and the unchanged state fingerprint before it releases the
quarantine.
- A run refused by a build between #20507 and this change has only the
error text. It stays held on `process_identity_missing` until a person
sends a new message or the board confirms the stop. #20507 has not
shipped in a release yet.
- The test models the restart in-process: it kills the runner and Codex
and calls the executor again. It does not drive the HTTP Retry route;
the route's own behaviour (fresh conversation, admission gate) is
covered by existing tests and by `nativeRunNeverLaunched` here.
- Open decision, unchanged: a turn Codex recorded before the restart is
never replayed or adopted. Continuing is a person's decision.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with tool use
(shell, file edits, test execution).

## Checklist

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

Refs #20507

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 06:16:42 -06:00
DottaandClaude Opus 5.5 c0593b69f1 fix(accounting): close a remote-Runner turn completed across a session restore as a lower bound (#20524)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs settle their charge once the final usage receipt is
complete.
> - #20517 fixed one case for the local Runner. If a restart stops the
provider before a turn's final usage report, and the restored Runner
then reports that turn completed, the turn now closes as a lower bound
instead of waiting 10 minutes.
> - Remote Runners deliver usage through a separate producer-owned
receiver. That receiver dropped `session.resumed`, so the same turn
there still waited for the 10-minute closure timeout.
> - This pull request applies the #20517 rule to that receiver.
> - The benefit is that remote ACPX and OpenCode runs settle promptly
with an honest lower-bound label after a mid-turn restore.

## Linked Issues or Issue Description

Refs #20517.

**What happened?**

After #20517, `session.resumed` reached turn accounting only through the
local Runner's fallback recorder. The remote producer receiver
(`native-usage-delivery.ts`) and the session-authority filter
(`isNativeUsageAccountingEvent`) both dropped it. A remote ACPX or
OpenCode turn that was open across a session restore, and then reported
terminal without a complete report, left the receipt incomplete until
the closure timeout.

**Expected behavior**

Same rule as the local Runner. Such a turn closes as a lower bound right
away. A complete report that arrives after the restore is still used,
and a turn that starts after the restore stays pending until its own
report is complete.

**Steps to reproduce**

`native-usage-delivery.integration.test.ts > a turn restored mid-turn on
a remote Runner > closes the turn as a lower bound, also after the
controller restarts between restore and terminal` fails on master: the
receipt stays `accountingReceiptReady: false`.

## What Changed

- **Receiver (`createNativeUsageReceiver`).** It now accepts
`session.resumed` for turn-reporting providers (ACPX, OpenCode) while a
turn is open. It journals the restore as a receipt like any other
producer event, so turn accounting marks the open turn restored. A
replacement controller rebuilds the same state from that journal.
- **Restores never fail delivery.** A restore from another run or
source, or one with no open turn, is ignored, not rejected. An
unacknowledged lifecycle event would otherwise replay without end.
- **Session-authority filter.** `acceptAccountingEvent` now uses a new
`isNativeUsageDeliveryEvent`: the usage events plus `session.resumed`. A
restore for another run is ignored there too.
- **Recovery routing is unchanged.** `acceptRecoveryAccountingEvent` and
`onRecoveryAccountingEvent` keep the usage-only
`isNativeUsageAccountingEvent`, so a source run's restore never requires
a proven recovery source.
- **Turn accounting** gets a `hasOpenTurn()` helper.
- **Docs:** `doc/SPEC-implementation.md` now covers both Runners.

## Verification

- `native-usage-delivery.integration.test.ts`, describe `a turn restored
mid-turn on a remote Runner` (real PostgreSQL):

  | Test | On master | Here |
  |---|---|---|
| `closes the turn as a lower bound, also after the controller restarts
between restore and terminal`: the restore is journaled by one receiver
and the terminal arrives at a rebuilt one; replaying everything again is
idempotent | fails | passes |
| `keeps the turn's own final report when it arrives after the restore`
(guard) | passes | passes |
| `keeps a turn started after the restore pending, and journals nothing
for a restore with no open turn` (guard) | passes | passes |

- `native-session-executor.test.ts > binds retained warm transport usage
to the successor run authority` covers routing through the
session-authority filter:
  - a current-run restore reaches the successor's capture;
  - a draining-run restore reaches the drained capture;
  - an unrelated-run restore resolves with no capture;
  - recovery routing ignores a source restore.

It fails when the filter is reverted to `isNativeUsageAccountingEvent`.
- Related suites pass: `native-usage-delivery.integration` and
`native-usage-accounting` (46 tests), and the usage, accounting, receipt
and authority cases in `native-session-executor.test.ts` (224 tests).
Server typecheck passes.
- **The live remote path is unproven.** No Daytona wave ran because the
Daytona Runner image has not been rebuilt yet. The local Runner
counterpart (#20517) passed restart-chaos L1, seed 20386, 4/4
(`w-20261110T104332-s20386`).

## Risks

- **Upgrade safety.** Usage state saved by current master has no
journaled restore and rebuilds as before. A receiver that predates this
change replays a journaled restore as an ignored event, which is the
behaviour on master. A restore that an older controller already
acknowledged is not replayed, so that run waits for the closure timeout
as it does today.
- **One extra receipt per mid-turn restore**, only for ACPX and OpenCode
and only while a turn is open. Nothing is added before `turn.start`: a
restore with no open turn returns immediately.
- **Codex and other providers are unaffected.** They do not use turn
accounting.
- No schema or persisted-format change.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with shell, file-edit and code-execution tools.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 05:42:52 -06:00
DottaandClaude Opus 5.5 37808f2a4e fix(accounting): close a local-Runner turn completed across a session restore as a lower bound (#20517)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs record usage receipts, and accounting settles a run's
charge once its final receipt is complete.
> - ACPX Claude reports provisional zero usage until a turn ends, then
one final report.
> - A restart can stop the provider after the agent's finish call and
before that final report. The restored Runner then resumes the session
and reports the same turn completed with no complete report.
> - The receipt stayed incomplete, so the accepted run waited for the
10-minute closure timeout and then settled as unpriced. Its spend was
missing from company totals in the meantime.
> - This pull request closes such a turn as a lower bound, the same way
a turn the Runner fails as lost on restore is already closed.
> - The benefit is that an accepted run settles right away with its
observed usage and an honest lower-bound label.

## Linked Issues or Issue Description

Refs #20484 (restart-chaos L1 contention follow-up).

**What happened?**

After #20484 fixed the database contention, restart-chaos L1 (`--seed
20386 --db-pressure 4`, codex and claude, K1) reached 4/4 tasks done.
Each task still failed the T-oracle `company_spend_settled` with
`pending_runs=1`. A replay on master with `--keep`
(`w-20261110T100747-s20386`) reproduced it, and I read the kept
database:

- The pending run (`71f71d10`, ACPX Claude) succeeded and had its result
accepted. Its usage had `accountingReceiptReady: false`, zero tokens,
`costStatus: unpriced`, and no cost event.
- Its only turn started before K1, and every usage report in it was
provisional (`runDeltaComplete: false`). K1 struck right after the
agent's `paperclip_finish` call (source seq 118), before the turn's
final report.
- On restart, recovery verified the local process stopped and resumed
the session (`session.resumed`, seq 119). The restored Runner then
reported the same turn `turn.completed` (seq 124) with no usage report.
- The other Claude run in that wave lost its turn as
`provider_turn_lost_on_restore`, ran a new turn live with full usage,
and settled at once.

**Expected behavior**

An accepted run whose open turn's final report was lost with the
provider process settles promptly. It records its observed usage as a
lower bound, like a turn lost on restore. A complete report that does
arrive after the restore is still used.

**Steps to reproduce**

`server/src/services/native-runtime/native-usage-accounting.test.ts >
closes a turn that completed across a session restore without its final
report, as a lower bound` uses the event sequence from the kept
database. It fails on master because the snapshot stays incomplete.

## What Changed

- `createNativeTurnAccounting` observes `session.resumed` and marks
every open turn as restored. A terminal event for a restored turn
without a complete report marks it lost. The snapshot then closes it as
a lower bound (`accountingUsageLost`), through the existing
lost-on-restore path. A new `turn.started` clears the mark.
- A lost terminal turn keeps its identity in the snapshot, so the
executor's terminal-turn match certifies the final checkpoint as
complete. This came from review.
- The native session executor includes `session.resumed` when it
rebuilds turn state from the run's event log after a controller restart.
- `doc/SPEC-implementation.md` documents the case next to the existing
lost-on-restore rule.

## Verification

- Red on master, green here: `native-usage-accounting.test.ts > closes a
turn that completed across a session restore without its final report,
as a lower bound`. It also checks that replaying the history twice gives
the same snapshot.
- Red on the first revision, green after the review fix:
`native-session-executor.test.ts > certifies a turn completed across a
session restore as a lower bound (history replay: false|true)`. It
drives the restored sequence through executor completion, both live and
from the event history.
- New guards that pass before and after:
- `keeps a restored turn's own final report when it arrives after the
restore`: a complete report after resume is used, not marked lost.
- `keeps an incomplete turn pending when the session resumed before it
started`.
- The existing `keeps an incomplete provider report pending instead of
trusting placeholder zeroes` still passes.
- Related suites pass: `native-usage-accounting`,
`native-usage-delivery.integration`, `closed-native-receipt-accounting`
(107 tests), and the usage, accounting and receipt cases in
`native-session-executor.test.ts` (151 tests). Server typecheck passes.
- Live, restart-chaos L1, seed 20386, `--db-pressure 4`, codex and
claude, K1, head `a6e521f06c`, clean worktree:
`w-20261110T104332-s20386` passed 4/4. R1–R6 and the T-oracle passed for
every task. `company_spend_settled` reported `pending_runs=0` (summary
85.30823 = cost events 85.30823), with zero serialization failures under
about 397k pressure updates. On master the same seed failed every task
on `company_spend_settled pending_runs=1` (`w-20261110T100747-s20386`,
among others).

## Risks

- A restored turn without a complete report now settles at its observed
usage, flagged as a lower bound, instead of after 10 minutes as "closure
timed out". In both cases the final report never arrived. The money
recorded is the same observed usage; only the timing and the provenance
label differ.
- Scope: local Runner only. The executor fallback-recorder path sees
`session.resumed`. The producer-owned delivery path for remote runners
(`native-usage-delivery.ts`, `isNativeUsageAccountingEvent`) still drops
it, so a remote ACPX/OpenCode turn restored mid-turn still waits for the
closure timeout. That is a follow-up.
- No schema or persisted-format change.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with shell, file-edit and code-execution tools.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 04:46:29 -06:00
DottaandClaude dc9971bdb8 fix(native): keep another server's orphan sweep off a lease its owner took back (#20508)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run holds an executor lease on its
`native_run_finalizations` row. #20474 lets the same owner take back its
own lease when the lease lapsed only because the host slept.
> - That take-back is safe only if every other actor that acts on a
lapsed lease records its action under the coordinator row lock first.
The plan `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`
lists the actors that do not. Gap 2 is another server's orphan sweep.
> - The sweep reads the lease as lapsed. Later it writes the
ownership-unverified marker on the run, without the coordinator lock and
without a new check of the lease. If the owner wakes and takes its lease
back between the read and the write, a healthy run gets the marker.
> - The board then shows "automatic recovery is blocked" on a run that
works. After the next host sleep, the owner cannot take its lease back,
so the turn is interrupted and the user must click Retry. The owner's
rule is that a task interrupted by sleep must resume by itself.
> - This pull request makes the sweep write its marker under the
coordinator row lock, and only while no executor lease on the run is
live.
> - The benefit is that exactly one side wins: the sweep marks a run
whose owner did not come back, and it leaves alone a run whose owner
took its lease back.

## Linked Issues or Issue Description

Refs #20474

**What happened?**
Two servers share one database. Server A's host sleeps, so the executor
lease of its native run lapses. Server B's orphan sweep reads the lapsed
lease. Server A wakes and takes its lease back (#20474). Server B then
writes `native_execution_ownership_unverified` on the run that A still
owns.

**What did you expect?**
Server B writes the marker only if the lease is still lapsed when it
writes. One side wins.

**Steps to reproduce**
`server/src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts`
holds the owner's take-back open, runs the real
`heartbeatService(db).reapOrphanedRuns()` until its write waits on a
lock, then commits the take-back. Before this change the run ends with
`errorCode: native_execution_ownership_unverified` and the owner's next
take-back fails with `native_session_lease_lost`.

## What Changed

- `setRunStatusFromLive`
(`server/src/services/heartbeat/run-lifecycle.ts`) has a new option
`onlyWhileNativeLeaseLapsed`. It locks the coordinator row first. This
is the same order that `lockNativeExecutionLeaseForReacquire` uses. The
UPDATE then requires that no executor lease on the run is live.
- `markNativeOwnershipUnverified`
(`server/src/services/heartbeat/recovery.ts`) takes `leaseLapsed`. The
orphan sweep in `recoverActiveExecutions` sets it when it read the lease
as lapsed or unset. Other callers do not change. They keep the same call
shape.
- A new regression test, red before the fix:
`server/src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts`.
It also checks that the sweep still marks a lapsed run whose owner did
not come back, and that the late owner stays fenced out.
- `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`: gap 2 is
marked closed without the epoch design.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts` — red on
`origin/master` (the run keeps the marker), green with this change.
- `cd server && pnpm exec vitest run
src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts
src/services/heartbeat/recovery.test.ts
src/services/native-runtime/native-execution-lease-reacquire.test.ts
src/__tests__/heartbeat-status-preserving-telemetry.test.ts` — 129
passed.
- `cd server && pnpm exec tsc --noEmit -p tsconfig.json` — clean.
- Restart-chaos time-fault wave on this branch: see the wave comment
below.

## Risks

- Low risk. Only the orphan sweep's marker write changes, and only for a
run whose lease it read as lapsed. The sweep now takes the coordinator
row lock before the run row. The owner's take-back uses the same order,
so the two cannot deadlock.
- If the owner took the lease back, the sweep now writes nothing and
appends no event. The next sweep sees a live lease and defers, as
before.
- The other gaps in the plan (workspace finalization, shared-workspace
holder detection, board copyback confirmation) do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, test runs).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [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 <noreply@anthropic.com>
2026-11-10 03:57:20 -06:00
DottaandClaude Opus 5.5 0b20ea6fe9 fix(accounting): keep budget admission and usage handoff alive under run-row updates (#20484)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Before a run starts provider work, Paperclip reserves its budget and
binds a usage recorder. Both write the run's `heartbeat_runs` row.
> - Run-log appends, output progress and lifecycle events update that
same row while the run prepares and streams.
> - #20385 fixed this race for the standalone usage-receipt write only.
Budget admission and the recorder handoff still take a repeatable-read
snapshot before they lock the run row.
> - Each concurrent row update makes that snapshot stale. Four retries
run out with SQLSTATE `40001`, and the run ends `adapter_failed` with
raw SQL as its error.
> - This pull request applies the #20385 pattern (READ COMMITTED under
the existing locks) to those writers and to the final dispatch gate. It
also gives exhausted retries a bounded cause.
> - The benefit is that busy runs start and account normally, and a
remaining failure names its cause.

## Linked Issues or Issue Description

Refs #20385. Builds on #20483 (bounded failure cause and
`withoutSqlStatementText`).

**What happened?**

The restart-chaos L1 workload with `--db-pressure 4` (harness writers
that update each running run row, one row per statement, like a fast
stream) failed on master. In one wave, 0 of 4 tasks passed. Every first
run failed in `reserveRunBudget` before spawn. In an earlier wave, a run
failed in `createRunUsageRecorder`. The stack in both cases is `could
not serialize access due to concurrent update` (`40001`) on the run-row
`FOR UPDATE`. The board `runError` showed the full `select ... from
heartbeat_runs ... for update` statement. The server log line `heartbeat
execution failed` dropped the database cause.

Realism: the harness writers are synthetic, but the product has the same
writers on the same row. `appendHeartbeatRunEvent` increments
`next_event_seq`, output progress updates `last_output_*`, and lifecycle
events land while a run prepares. On a hosted database the window
between snapshot and row lock is wider than locally, so a busy run
reaches the same race without the harness.

**Expected behavior**

Budget admission and the recorder handoff commit while other writers
update the run row. Budget invariants stay intact: one reservation per
run, a reached hard stop still refuses work, and committed holds count
against later admissions. Usage receipts are journaled once. If retries
still run out, the run shows a bounded cause without SQL, and the server
log records the SQLSTATE.

**Steps to reproduce**

Run `server/src/services/run-accounting-contention.test.ts` against the
parent commit. The deterministic cases commit a real
`appendHeartbeatRunEvent` after the writer's transaction checks the
company and before it locks the run. Six of the eight cases fail with
`40001`.

## What Changed

- `reserveRunBudget` runs at READ COMMITTED. All mutable reads follow
the shared admission fences, the agent `FOR SHARE` lock and the run-row
`FOR UPDATE`. Exposure stays one SQL statement (hold-to-ledger atomic).
The `budget_reservations_run_idx` unique index and the run lock still
prevent a second hold.
- The final dispatch gate's accounting phase
(`dispatchResolvedInteractionIfCurrent` through `withIssueThenRunLocks`
in `run-dispatch/adapters/postgres.ts`) runs at READ COMMITTED. Its
ownership phase already read the same staleness facts at READ COMMITTED
under the same issue and run locks. Retry promotion and stale-run
cancellation keep their repeatable-read snapshot. The first L1 proof
wave found this writer exhausting `40001` once the other three were
fixed.
- `createRunUsageRecorder` runs its receipt-source handoff and its
capture-failure fence at READ COMMITTED. Both lock the run row first,
the same as `persistUsageReceipt` after #20385.
- `withOperationAccountingTransaction` raises
`AccountingContentionError` when retries run out. It has a bounded
message, `code` keeps the SQLSTATE (`40001`/`40P01`), `cause` keeps the
database error, and a warning logs both.
- `failRun` shows that bounded message. The code stays `adapter_failed`,
so chat and recovery retry paths still apply. #20483's `failureCause`
records `40001`. All other SQL text handling comes from #20483
(`withoutSqlStatementText`), unchanged here.
- `doc/DATABASE.md` documents the isolation choice and the failure
contract.

### Inventory of REPEATABLE READ / SERIALIZABLE transactions that write
run-scoped rows

| Writer | Status | Notes |
| --- | --- | --- |
| `persistUsageReceipt` (`usage-receipts.ts`) | Fixed in #20385 | READ
COMMITTED under the run lock. |
| `reserveRunBudget` (`budget-reservations.ts`) | Fixed here | Seen in
waves (`budget-reservations.ts:90`). |
| `createRunUsageRecorder` handoff (`usage-receipts.ts`) | Fixed here |
Seen in waves (`usage-receipts.ts:572`). |
| `createRunUsageRecorder` capture-failure fence (`persistFailure`) |
Fixed here | Same shape: run lock first, runs mid-stream. |
| Native finalizer `claimCoordinator` (`native-run-finalizer.ts`) | Safe
| A default READ COMMITTED transaction with `FOR UPDATE` on the
coordinator row. It cannot raise `40001`. The wave errors there were
`native_finalization_missing`, a symptom of the failed reservation (no
coordinator existed yet). |
| Final dispatch gate, accounting phase
(`dispatchResolvedInteractionIfCurrent`) | Fixed here | Seen in proof
wave `w-20261110T075857-s20386` (runs `140ddb10`, `c028c6c4`,
`fea0ee5a`). Its ownership phase already used READ COMMITTED under the
same locks with the same staleness reads. |
| Retry promotion and stale-run cancellation (`promoteOrCancelDueRetry`,
`cancelStaleQueuedRun`, same lock helper) | Follow-up | Kept at
repeatable read: `loadGateFacts` combines wakes, comments, dependencies,
tree holds and repair state in one decision. They act on queued or
scheduled runs, not streaming ones. Not seen failing in waves. If
retries run out, they now fail with the bounded cause. |
| Run settlement `accountRunCost` (`run-cost-accounting.ts`) | Follow-up
| Seen with `40001` in a wave log. Leaves the run pending;
`reconcileRunCosts` retries it durably. Multi-aggregate (coordinator,
receipts, images, closure). |
| Tool cost events (`paperclip-runner-tool-authority.ts`, `costs.ts`) |
Safe | Insert `cost_events` only; the run row is referenced, not locked
or updated. |
| Budget enforcement and evaluation (`budgets.ts`), billing
reconciliation, accounting-integrity repair | Safe | Lock policy,
invoice or company rows, not a streaming run row. Run reads are plain
selects. |
| Browser use, decisions, prompt-injection, fast responses | Safe |
Write their own invocation/reservation rows, not `heartbeat_runs`. |
| Read-only RR snapshots (`withAccountingReadSnapshot`, idle-sleep, tool
gateway, customer success, `routes/decisions.ts`) | Safe | Read only, or
no run-scoped writes. |

## Verification

- Red on the parent commit, green on this branch:
`server/src/services/run-accounting-contention.test.ts` (real embedded
PostgreSQL).
- `reserveRunBudget > reserves once when run events commit between its
company check and its run lock` (red: `40001`)
- `reserveRunBudget > reserves every run while back-to-back writers
update the run row` (red: `40001`)
- `reserveRunBudget > counts every committed hold, so successive
admissions never exceed the budget` (red)
- `reserveRunBudget > still refuses a run once the hard stop is reached`
(red: `40001` instead of `409`)
- `createRunUsageRecorder > binds its receipt source when run events
commit between its company check and its run lock` (red: `40001`; green
asserts the spooled receipt is journaled exactly once)
- `createRunUsageRecorder > binds while back-to-back writers update the
run row` (red: `40001`)
- `reserveRunBudget > never creates a second reservation for one run
when two dispatches race` (invariant; passes before and after)
- `final dispatch gate > admits and hands off a reserved run when run
events commit between its company check and its run lock` (red:
`AccountingContentionError` after 4 × `40001`)
- `createRunUsageRecorder > persists its capture-failure fence once when
run events commit between its company check and its run lock`
- `final dispatch gate > admits while back-to-back writers update the
run row` (red: `40001`)
- `exhausted retries > fail with a bounded, SQL-free cause that keeps
the SQLSTATE` (new contract)
- `run-completion.test.ts > saves a bounded cause and keeps the
retryable generic code when accounting retries are exhausted` (saved
code, message and `failureCause`, and log fields, through `failRun`)
- Related suites pass: `usage-receipts-read`,
`admission-independent-of-cleanup`, `budget-live-attempts`,
`idle-accounting-work`, `budget-enforcement-scoping`,
`closed-native-receipt-accounting`, `budget-evaluation-work`,
`run-dispatch/adapters/postgres`, `heartbeat/run-completion` (all 126
run-completion cases pass; its `afterAll` embedded-PostgreSQL teardown
exceeded 30 s on this loaded host, the known local flake).
- `pnpm --filter @paperclipai/server typecheck` passes.
- Latency of `reserveRunBudget` on the normal path (no contention,
embedded PostgreSQL, 350 measured reservations per run, 3 runs each):
before p50 14.7 / 15.0 / 18.6 ms, p95 25.6 / 31.4 / 39.4 ms; after p50
14.2 / 14.0 / 16.6 ms, p95 29.7 / 24.0 / 29.3 ms. No added latency: the
statements are the same, only the isolation level changes. Under
contention it removes the retry backoff.
- Live restart-chaos L1 waves (`--seed 20386 --db-pressure 4`, codex and
claude, K1):
- Master before this change: `w-20261110T050818-s20386`, 0/4. Every
first run failed in `reserveRunBudget` with `40001`.
- Head `90530789b0` (first three writers fixed):
`w-20261110T075857-s20386`, 2/4. Both codex tasks passed. Both claude
failures (t02, t03) trace to the dispatch gate, now fixed. Those runs
already showed the bounded cause, with no SQL on the board. The failure
was logged with `sqlState` 40001. No `reserveRunBudget` or recorder
`40001` remained.
- Head `d5ed21926f` (dispatch gate fixed): `w-20261110T090531-s20386`.
All 4 tasks reached done with no retry and R1–R6 passed. There were no
failed runs and zero `40001` in the server log, under 310k pressure
updates. Each task still failed the T-oracle `company_spend_settled`
with `pending_runs=1`. That pending run is t02's continuation run
`601ae80a`, cancelled before provider work as `issue_terminal_status`,
whose accounting debt was not yet settled when graded about 15 s later.
It is not a contention failure. Caveat: I edited the worktree during
this wave (`worktree_changed_mid_wave`), so a clean wave on the final
head follows.
- Final head `9f1c480717`, clean worktree: `w-20261110T094417-s20386`.
All 4 tasks reached done with no retry, and R1–R6 passed for each. There
were no failed runs and zero serialization failures in the server log,
under about 523k pressure updates. Each task still fails only the
T-oracle `company_spend_settled` (`pending_runs=1`). It is the same
cancelled pre-provider continuation run (`issue_terminal_status`), whose
accounting debt was still unsettled at grading. That is a separate
settlement-timing follow-up, not database contention. Master was 0/4 on
the same seed.

## Risks

- READ COMMITTED gives each statement its own snapshot. Admission reads
policy, scope and exposure in separate statements. The shared
company/project fences and the agent share lock exclude concurrent pause
and policy edits, and exposure stays one statement, so each read is at
least as fresh as the old snapshot.
- Concurrent admissions of different runs stay best-effort, as
`doc/SPEC-implementation.md` already states ("concurrent starts can
exceed the same observed balance"). This change does not widen that
window: each statement snapshot is newer than the old transaction
snapshot. It does not add a company mutex.
- A run that fails after exhausted retries now records
`accounting_contention` instead of `adapter_failed`. Retry rules that
key on `adapter_failed` spawn-like messages did not match this failure
before, so no automatic retry changes.
- No schema, migration or persisted-format change.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with shell, file-edit and code-execution tools.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 03:47:48 -06:00
DottaandClaude 1402e92d1f fix(native): take back an executor lease that lapsed only because the host slept (#20474)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run holds an execution lease on its
`native_run_finalizations` row. The lease lasts 20 minutes, and the
owner renews it every 5 minutes.
> - When a laptop sleeps for longer than the lease, the wall clock and
the database clock move past `lease_expires_at`. The server's monotonic
timers barely move.
> - After the wake, the next renewal finds its own lease expired. It
interrupts a healthy turn with `native_session_lease_lost`, and the user
must click Retry. Nobody else took the lease.
> - Several background consumers act on an expired lease without
changing its owner. So expiry alone cannot simply be ignored for the
owner.
> - This pull request makes takeover explicit. The same owner can take
back its own lapsed lease only when no other actor has recorded anything
on the row or the run.
> - The benefit is that a run interrupted only by host sleep continues
with no Retry. A real takeover still fences the late owner out.

## Linked Issues or Issue Description

**What happened?**
The restart-chaos time fault TM2 stops the server and runner tree and
ages every database time by one hour, as a stand-in for a laptop that
slept. After the thaw, the next 5-minute renewal of the native execution
lease found the lease expired. It interrupted the turn
(`turn.interrupted` at 300 s, `native_session_lease_lost`). The failure
settlement was then refused with the same code, and the UI showed
"Couldn't finish this attempt" with Retry. The owner, attempt, boot and
pid were unchanged. Evidence: wave `w-20261110T051535-s304` t01 (TM2, 1
h) failed R3. t02 in the same wave (TM1, a 113 s server-only freeze with
no clock jump) passed, so the failure follows the clock jump and not the
pause.

**Is this a harness artifact?**
No. TM2 ages the stored rows, and a real sleep moves the clock forward.
Both produce the same comparison: a stored `lease_expires_at` is earlier
than `clock_timestamp()` after the wake. The server's renewal timer and
local deadline use the monotonic clock. On macOS and Linux that clock
does not count suspended time, so they do not notice the sleep in either
case. The first database check after the wake is the renewal predicate
`lease_expires_at > clock_timestamp()`, and it fails in both cases.

**Expected behavior**
A run whose lease lapsed only because time jumped, and that no other
actor claimed, keeps running and finishes without Retry.

**Steps to reproduce**
`node cli/node_modules/tsx/dist/cli.mjs tests/restart-chaos/main.ts
--env local --adapters codex --workloads B5 --faults TM2
--time-age-hours 1 --concurrency 1 --tasks 2 --seed 304` with the
harness from #20458.

Refs #20458, #20500

## What Changed

- `native-execution-lease.ts`: add `nativeExecutionLeaseHeldCondition`
and `lockNativeExecutionLeaseForReacquire`. A lease is held when it is
live. For a local run, it is also held when it lapsed and is untouched.
"Untouched" means all of these are true:
  - the claimed generation matches;
  - the phase is `observed` and no result is accepted;
- `recovery_state`, `recovery_request_id`, `failure_code` and
`next_attempt_at` are null;
  - `controller_host_hash` is not the board's attested-stopped stamp;
- the run is still `running`, without the ownership-unverified error
code and without a `nativeStartupCleanup` marker.
- The caller's WHERE already matches the owner token, attempt and
controller boot/pid/start.
- The lock helper locks the coordinator row. If the lease lapsed, it
also takes a share lock on the run row. The predicate then reads the
latest committed run, and an in-flight run write cannot slip past it.
- Renewal (`startNativeSessionExecutionLeaseRenewal` /
`renewNativeSessionExecutionLease`) takes back a lapsed lease when the
executor passes its claimed generation. Remote targets never do. A
deadlock (40P01) on that rare path retries at the next tick, as a
statement timeout already does.
- `native-session-executor.ts`: the executor passes its generation to
renewal. Failure settlement and the final release use the same lock and
condition. After a result is accepted, a lapsed lease can only be
relinquished (set to null), never renewed, because workspace
finalization may act on it.
- New `native-execution-lease-reacquire.test.ts` (embedded Postgres, 24
cases).
- `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`: step 2,
which adds explicit claim tokens for the consumers this PR does not yet
move.

Consumer inventory (readers of
`native_run_finalizations.lease_expires_at` that can act on a lapsed
lease):
- Restart recovery and takeover (`claimNativeRestartRecoveries`): claims
first. It writes `recovery_state`, `lease_owner` or `controller_*` under
the coordinator lock.
- Finalizer and cleanup claims: claim first (`lease_owner`).
- Failed-run owner release, environment settlement, observed-workspace
preservation, retained-session cleanup: require a terminal run status,
`committed`, or a recovery state. The rule refuses all of these.
- Finalization reconciler, live recovery: require `retryable_failure`, a
field the rule checks.
- Board controller-stopped confirmation: writes `controller_host_hash`,
which the rule checks.
- Startup cleanup promotion: writes the run's `nativeStartupCleanup`
marker, which the rule checks. It also applies only to runner-task
leases.
- Another server's orphan sweep: writes the run's ownership-unverified
code. The rule checks it when the marker lands first. The reverse order
is deferred (see Risks).
- Workspace finalization copyback: acts on a lapsed post-result lease
without a coordinator write. Post-result leases are therefore never
renewed (deferred to step 2).
- Accepted-result and token lease settlement, checkpoints, cancellation
delivery, admission and the other readers: act on live leases only, or
are read-only.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-execution-lease-reacquire.test.ts`
passes (24/24) on this branch. With the source files from
`origin/master`, 5 fail, including "lets the same owner take back a
lease that lapsed untouched" and "renews from the shared timer after the
sleep instead of interrupting the turn".
- (a) The owner takes back its lapsed lease when no other actor claimed
it. Also covered: the shared 5-minute timer, rows saved by the previous
release, and the post-result relinquish.
- (b) 14 cases where a consumer claimed first fence the owner out and
leave the row unchanged. A release over a recorded recovery claim is
refused. A different boot (a deploy mid-run), a different generation, a
missing generation and a remote target are refused.
- (c) Races have exactly one winner: a claimant and the owner lock the
coordinator in each order, an in-flight run status write races the
owner, and 8 simultaneous starts each have one winner.
- Existing suites pass: `native-execution-lease.test.ts`,
`native-session-executor.test.ts`, `native-runner-restart-recovery`,
`native-runner-restart-lease-renewal`,
`native-runner-restart-preparation` and
`native-runner-restart-checkpoint-cost` integration tests.
- Live proof: `B5 × TM2 --time-age-hours 1 --tasks 2 --seed 304` with
`--server-from` this branch. Wave `w-20261110T083444-s304` passed 2/2,
with no Retry and no `native_session_lease_lost`.
- Both runs ran past the 300 s renewal after the one-hour aging, at the
exact point where `origin/master` fails. t01 ran 310 s and t02 ran 319
s. Each was a single run that succeeded.
- The harness used the aging exclusion from #20500 (merged): process
start identity is not aged. Without that exclusion, TM2 also moves
`controller_process_started_at`. The live owner then fails its identity
check, which a real sleep never causes. An earlier wave on the unpatched
harness, `w-20261110T072106-s304`, failed 0/2 for that reason only.

## Risks

- Previous release: no persisted shape changes and no migration. Rows
saved by the previous release have the same columns, and a null
`controller_host_hash` is accepted. A deploy that lands mid-run cannot
take back the old server's lease, because the boot and pid differ.
- On the normal path, a live lease takes the same single coordinator
lock as before. The run share lock is taken only after a lapse, and
nothing is added before `turn.start`.
- Deferred to step 2 (see the plan):
- The orphan sweep of another server process can read the row before the
owner takes the lease back and write after. That run would carry an
ownership-unverified error while it is live.
- Shared-workspace holder detection reads a silent run with lapsed
leases as gone.
  - Post-result leases are not renewed.
  - Remote leases are unchanged.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, file editing, sub-agent code audit).

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:47:53 -06:00
DottaandClaude ca472d543a fix(runner): settle a saved governed wait whose shutdown drain left sequence gaps (#20494)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native agent run can ask the board a question and park on that
saved (governed) wait
> - After the question is saved, the runner interrupts the provider and
drains its usage and terminal for a bounded time
> - The drain keeps only usage, the terminal and cancellation facts of
the parked turn. It discards every other numbered provider event
> - If the control plane restarts before the drain settles, recovery
replays the saved journal. That replay required strictly contiguous
`sourceSeq`, so the discarded events made a valid saved wait look like
the wrong conversation
> - This pull request accepts a gap after the saved trigger only when
every event after the gap is a drain-retained fact of the same turn.
Identity checks do not change
> - The benefit is that the asking run settles its saved wait after a
restart instead of recording a failure

## Linked Issues or Issue Description

**What happened?**
Restart-chaos wave `w-20261110T063253-s208`, tasks t02 (Codex Q1, PV2:
provider terminal dropped) and t03 (Codex Q1, PV1: provider terminal
held), each with K1 (`kill -9` of the control plane about 3-4 s after
the fault). The question, the board answer and the final brief were all
correct. But the asking run was recorded `failed:
native_session_interrupted`, and the grader failed
`T:asking_run_settled`.

**Cause**
The run log of the asking run shows `failureDetail.message:
native_governed_wait_replay_mismatch`. It is thrown at
`packages/paperclip-runner/src/native-session-runtime.ts:2344` (master).
The persisted runner events of the asking run have `sourceSeq` 33..40
and then 43 (t02), and 41, 42 and then 45 (t03). The two missing numbers
are events that the accounting drain (`consumeTurn` →
`settleDurableResult`, around line 1206 on master) read and discarded,
because they are not usage, a terminal or a cancellation fact. Runs
without a restart have the same gap (for example
`w-20261110T032350-s201/t01`: 34, then 37). Those runs settle without
replay, so the gap was not seen before. With a held or dropped terminal
and a kill before the shutdown settlement receipt, recovery must replay.
Its strict contiguity check then fails on a gap that the runner made
itself.

**Expected behavior**
The question was saved before the provider was interrupted. Recovery
must settle that same saved wait, as #20336 does after verified
shutdown. Recovery must not start a new model turn.

**Related**
Refs #20336 (settle saved handoffs after verified shutdown). Not related
in cause or code: #20477, #20482, #20483.

## What Changed

- `isGovernedDrainRetainedEvent` (new, in `native-session-runtime.ts`)
names the facts that the governed-wait drain persists: usage, the turn
terminal, the interrupt acknowledgement, cancelled or expired runtime
requests, and a failed or cancelled `run.terminal`, all for the parked
turn. The drain now uses it in place of the same inline condition. Drain
behavior does not change.
- Governed-wait recovery replay accepts a `sourceSeq` gap only when:
- the trigger is the first replayed event (a gap before it still fails),
  - sequence numbers strictly increase,
- every event after the first gap is a drain-retained fact of the
trigger's turn.
- The run, normalized session and source instance identity checks do not
change. Any mismatch still fails with
`native_governed_wait_replay_mismatch`.
- `doc/execution-semantics.md`: the governed-wait text said that
shutdown keeps a contiguous journal. It now describes the gaps and the
replay rule.

Note for the sibling Claude/ACPX `turn.cancel` work: this change touches
`settleDurableResult` only in the drain filter line (same condition,
shared helper). It does not change cancel, the drain timeout or
`settleCancelledTurn`.

## Verification

- Red/green:
`packages/paperclip-runner/src/native-session-runtime.test.ts`
- `settles a saved governed wait whose drain left sequence gaps before a
restart (terminal-after-restart)`
- `settles a saved governed wait whose drain left sequence gaps before a
restart (late-terminal-saved)`

The first run uses the real drain. It discards two numbered events, so
the history is trigger, acknowledgement, then usage with a gap. The
stream then ends without a terminal, as with PV1/PV2 plus K1. On master,
recovery rejects with `native_governed_wait_replay_mismatch` (the live
error). With this change, recovery settles the saved wait as yielded. It
does not call `resolveGovernedWait` again. It starts no second turn. The
terminal is appended once. When the terminal arrived late and is already
saved, recovery does not cancel the provider again. A further recovery
of the settled checkpoint does not submit or settle again.
- Fail closed: `keeps rejecting an unproven governed-wait replay with a
sequence gap: …` covers a gap before the trigger, a foreign run, a
foreign session, a foreign source instance, usage of another turn, a
non-accounting event after a gap, and an accounting event followed by a
non-accounting event.
- `cd packages/paperclip-runner && npx vitest run
src/native-session-runtime.test.ts`: 261 passed. `npx tsc --noEmit -p
.`: clean.
- `cd server && npx vitest run
src/services/native-runtime/native-session-executor.test.ts -t
governed`: 12 passed.
- `pnpm verify` returned exit 2 (test file outside resolved graphs).
Required CI supplies the broad coverage.
- Live restart-chaos wave: see the comment below with the wave id and
result.

## Risks

- Low. The rule loosens only the sequence check, and only after the
saved trigger, and only for facts that the drain itself retains and that
carry no work authority. Identity checks stay strict. A non-accounting
event after a gap still fails closed.
- No change to the normal start path or turn startup (fast-turn rule).
- No schema, protocol or env change. The pack `contractDigest` and
provider `commandDigest` do not change. No Daytona image rebuild is
necessary.

## Model Used

- Anthropic Claude, model ID `claude-opus-5-5`, used through Claude Code
with tool use (shell, file edits, test runs).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [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 <noreply@anthropic.com>
2026-11-10 02:19:21 -06:00
DottaandClaude 1e13c58a4e fix(heartbeat): name the cause of generic adapter failures and keep SQL text off the board (#20483)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat run settlement records why a run failed, and the board
shows that record.
> - Runs that fail without a named code settle as `adapter_failed` (or
`setup_failed`) with no cause.
> - A user, an operator, and the restart chaos harness cannot tell what
went wrong from such a run.
> - Some run errors also show raw SQL statement text to users.
> - This pull request records a bounded `failureCause` code for generic
failures, shows it on the board, and keeps SQL text out of run errors.
> - The benefit is that a generic failure now names its cause, for
example "adapter failed (40001)", without leaking messages, SQL, or
secrets.

## Linked Issues or Issue Description

Refs #20385 (the nested-cause extraction this change reuses). Related:
#20421 (restart chaos universal checks U1-U4).

**What happened?**

The restart chaos audit of 79 saved waves found 30 failed runs with
`errorCode: "adapter_failed"` and a null or generic error. Every U3
("diagnosable") warning was `adapter_failed`. Nobody could tell what
failed. Some board run errors also showed raw SQL statement text from
wrapped database errors (Drizzle `Failed query: ... params: ...`).

**Expected behavior**

A run that fails with a generic code names a short, safe cause. The
board shows the cause next to the stop reason. Run error text never
shows SQL statements or their parameters.

**Steps to reproduce**

Make an adapter throw a wrapped database error (an `Error` whose nested
`cause` has `code: "40001"` and whose message has a Drizzle `Failed
query:` statement). Before this change, the run settles as
`adapter_failed` with no cause, and `heartbeat_runs.error` contains the
SQL statement and parameters. The new tests in
`server/src/services/heartbeat/run-completion.test.ts` reproduce this.

## What Changed

- Runner: move the #20385 event-commit cause extraction into
`safeErrorCauseCode`
(`packages/paperclip-runner/src/control-plane/safe-error-cause.ts`) and
export it. The Runner's own diagnostics use the same function, unchanged
in behavior.
- Shared: add the `failureCause` contract
(`packages/shared/src/run-failure-cause.ts`): one `[A-Za-z0-9_.:-]`
token of at most 80 characters, `normalizeRunFailureCause`,
`readRunFailureCause`, and `withoutSqlStatementText`.
- Server: add `server/src/services/heartbeat/run-failure-cause.ts`.
Settlement records `resultJson.failureCause` only when the code is
generic (`adapter_failed`, `setup_failed`). `errorCode` stays the same.
- Thrown errors (`failRun`, `failRunSetup`): `provider_http_<status>`,
else `provider_<category>`, else the first safe code in the error and up
to three nested causes (`40001`, `ECONNRESET`), else the error class
name, else `unknown_error`.
- Adapter results without a code (`completeRun`): the error family,
`signal_<name>`, `process_cancellation_failed`, `exit_code_<n>`,
`adapter_reported_error`, or `unknown_error`.
- The failure log lines (`heartbeat execution failed`, `heartbeat
execution setup failed`, and a new `heartbeat run failed` warning for
generic adapter results) include `failureCause` and `errorCode`.
- Server: replace SQL statement text in run error text with "Database
query failed (<cause>)" at all three settlement paths, including the
cancelled branch. The execution blocker's `runError`, the attention
inbox (failed-run excerpt and metadata), and continuation summaries
apply the same replacement on read, so older rows also stop showing SQL
there.
- Server: Retry admission and failed-preparation replay accept only a
closed set of `resultJson` keys. `failureCause` is added to each of
those lists (`task-retry.ts`, `chat-channels/failed-run-retry.ts`,
`cancelled-native-startup.ts`, `fresh-workspace-continuation.ts`). It is
a diagnostic code with no execution or replay authority, so a
failed-preparation run stays retryable.
- Server: `runsForIssue` returns a validated top-level `failureCause`.
It is null for older rows, non-string JSON values, and malformed values.
- UI: `RunForIssue.failureCause`; `IssueRunLedger` shows "adapter failed
(40001)". Older runs keep "adapter failed". The Storybook run-ledger
fixture has a failed run with a cause.
- Restart chaos harness: run samples keep `failureCause`. U3 treats a
generic code with a specific `failureCause` as diagnosable. A bare
`Error`, `unknown_error`, or the no-code fallback
`adapter_reported_error` still counts as vague. U3 stays a warning.
- Docs: `doc/run-log-events.md` and the harness README describe the
field and the SQL replacement.

## Verification

- Red before the fix: the four new `run-completion.test.ts` cases failed
against `origin/master`'s `run-completion.ts` (no `failureCause`, SQL
text in `error`).
- Green:
- `server/src/services/heartbeat/run-completion.test.ts`: all tests
passed (real embedded PostgreSQL). New cases cover a nested `40001`
three levels deep for execution and setup failures, SQL and a secret
parameter absent from `error` and `resultJson`, the bound (an
81-character code and a SQL "code" fall back to the class name),
`exit_code_137` for a code-less adapter result, a cancelled result with
SQL text, no cause for a named code, and the log line. On this loaded
host the suite's `afterAll` database teardown hit its 30 s hook limit
after every test passed (the known local teardown limit, also seen in
#20385). CI runs the suite.
- `server/src/services/heartbeat/run-failure-cause.test.ts` (4),
`server/src/__tests__/activity-service.test.ts` (recorded, legacy,
malformed, overlong, boolean, and number cause projections),
`server/src/__tests__/issue-continuation-summary.test.ts` (legacy SQL
row).
- `packages/shared/src/run-failure-cause.test.ts` (6),
`ui/src/components/IssueRunLedger.test.tsx` (21), restart chaos
`universal.test.ts` and `observer.test.ts`.
-
`packages/paperclip-runner/src/control-plane/durable-prp-control-plane.test.ts`:
207 passed (the stall-diagnostic cases still read `40001` and
`ECONNRESET`).
- Typecheck: shared, runner, server (all layers), UI, restart chaos
harness. `pnpm check:token-gates`: all gates clean.
- `pnpm verify` returned exit 2 (global doc input changed); required CI
supplies broad coverage.
- CI on `6295f8d` found that the new key made failed-preparation runs
ineligible for Retry (`chat-channels.integration.test.ts` saved
board-message Retry got 409;
`workspace-recovery-preparation-dispatch.test.ts` dispatched 0 Retries).
Both reproduced locally and pass after the allowlist fix, with the other
459 Retry cases in `chat-channels.integration.test.ts` and all 25 in
`workspace-recovery-preparation-dispatch.test.ts`.
- No chaos waves were run. Storybook was not opened in a browser; the
fixture typechecks and the label is covered by the UI test.

## Risks

- Low risk. `errorCode` values do not change, so retry, recovery, and
comparison logic is unaffected.
- No schema change and no migration. `failureCause` is a new optional
`resultJson` key. Rows saved by the previous release have no key and
render as before; a new row read by an old server is ignored.
- The SQL replacement only acts on a Drizzle `Failed query:` marker, or
on `$n` placeholder text with a statement shape. Ordinary error text
does not change. When it acts, it also drops the text after the
statement.
- Code that checks `resultJson` against a closed key list must allow
`failureCause`. I found and updated the four lists on the Retry path; a
list I missed would refuse a Retry for a run with a generic failure.
- This is the run log / instance database path. It adds no Telemetry
event.
- The server failure log line still logs the raw error message
(unchanged behavior); only the board-facing text is changed.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing) and code execution for
tests.

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:14:53 -06:00
Devin FoleyandPaperclip 53c9be8d41 Reuse identical captured workspace archives (#20476)
Reuse the current committed snapshot when a fresh capture matches its manifest and plaintext archive hash and size. Preserve the original encryption binding and verify each new run receipt for recovery, concurrent replay and storage request statistics.

Verified with 338 focused save and recovery tests, server typecheck and build, all final-head CI checks, and Greptile 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 23:27:25 -08:00
Nicky Leach 8809f44b5e Connect Codex and Claude login to agent computers (#20417) 2026-11-09 22:12:49 -08:00
Devin FoleyandPaperclip 549ca46dae fix(runner): retain Claude GitHub broker settings through the Rust sidecar (#20463)
## Thinking Path

> - Paperclip lets people manage AI agents for work.
> - Shared agents use the instructing person's GitHub identity for
managed commands.
> - Native Claude starts through the Rust daemon and a TypeScript ACPX
sidecar.
> - The Rust launch filter kept the command launchers but removed their
broker transport.
> - Shell commands then reported `GitHub capability_missing`, although
connector tools worked.
> - This pull request retains that transport for managed Claude
launches.
> - Each command can acquire its current identity through the existing
broker checks.

## Linked Issues or Issue Description

**What happened?**

Native Claude could use GitHub connector tools but could not
authenticate `git` or `gh`. The Rust daemon removed the broker URL and
session/bridge capabilities before starting the ACPX sidecar.
Reconnecting the account did not repair this process environment.

**Expected behavior**

Managed shell commands use the current authorized GitHub identity. The
provider receives broker capabilities, while raw GitHub tokens remain
confined to individual commands.

**Steps to reproduce**

1. Start native Claude through the Rust Runner with managed GitHub
launchers.
2. Run `gh api user` and a private repository ref lookup through Bash.
3. Observe `capability_missing` and no request to the broker.

**Paperclip version or commit**

Reproduced from source at `2c2186706ef4bb352b662f9d8faebefe47fb52ac`.
The repair is based on `a5e01634f69f18dfe10a0bf709df02d9e6a2135b`.

**Deployment mode**

Native Claude through ACPX. Local acceptance used macOS arm64 and Node
25.6.1. The reported failure also affected a Linux sandbox.

Related: #18212 preserved launcher paths. #18850 repaired the TypeScript
filter. This change repairs the preceding Rust filter. The duplicate
search found no open repair for this boundary. ROADMAP.md already lists
managed personal GitHub identities.

## What Changed

- Retain the broker URL and both broker capabilities when Claude has a
nonempty managed launcher directory.
- Keep raw GitHub tokens, unrelated secrets, empty launcher
configurations, and sibling ACPX providers outside that exception.
- Exercise the regression through the public sidecar initialize protocol
in the existing Rust integration suite. Document the restart
requirement.

The Rust sidecar transport owns this filter. Credential resolution,
company access, approval, and run identity policies keep their existing
owners. No schema or API changes are needed.

## Verification

- Red/green: the subprocess regression failed on the missing
`PAPERCLIP_GITHUB_BROKER_URL` before the fix, then passed with all three
broker settings and the negative controls.
- Passed before moving the regression: 615 Rust core tests, with 3
existing ignored tests. After moving it into the integration suite, all
20 sidecar integration tests and the 9 remaining sidecar unit controls
pass. The moved regression was also run against the unfixed source and
failed on the missing broker URL.
- Passed: 85 TypeScript environment, launcher, sandbox, and
configured-environment controls. These include operation identity
changes, revocation, recovery, and exclusion of capabilities from
persisted environment data.
- Passed: Runner Rust typecheck and format check, plus the Runner build
through `node scripts/agent-preflight.mjs --skip-rust-debug`.
- Live before/after: real `claude-opus-5-5` through the actual Rust
daemon and built ACPX sidecar reproduced the failure with the old
binary. Neither shell command reached the broker. With the fixed binary,
`gh` identified the connected account and `git` read private repository
refs. A second turn retained a workspace file and authenticated again.
After the controlled broker denied access, the next command failed
without reusing the prior token. No GitHub writes were made.
- Live release cutover: saved a session with the unfixed daemon,
suspended it, and restored it with the repaired daemon on
`aa9f5b30614c011ebc3fe4509e11173b766c1fea`. The same session and
workspace marker survived. `gh` authenticated after restoration, then
failed when the controlled broker revoked access.
- Live acceptance used an Anthropic API credential and a loopback broker
with an authorized operator GitHub credential. This isolates the
repaired transport; it does not qualify the hosted subscription
credential or production grant resolver.
- The first PR review gate did not recognize the in-source Rust test.
The regression now lives in the existing integration test file, and the
same test-coverage gate passes locally.
- `pnpm verify` returned its documented exit 2 and required broad CI
coverage. The final head passed the full CI typecheck, build, and test
lanes.

- Greptile reviewed `64cca69b76073cc3185b28334465dee48fbadb29` at 5/5
with no actionable findings or open review threads. Its check passed on
that head. The same head is mergeable with no conflicts.

- Final head `64cca69b76073cc3185b28334465dee48fbadb29` passed [full PR
CI](https://github.com/paperclipai/paperclip/actions/runs/42761401396),
[Windows
Rust](https://github.com/paperclipai/paperclip/actions/runs/42761401117),
and [isolated Runner
compilation](https://github.com/paperclipai/paperclip/actions/runs/42761400973).
Typecheck, build, all test shards, Runner checks, browser checks, and
aggregate verification passed. No checks are pending or failed; five
conditional jobs were skipped.

## Risks

- The Claude sidecar now receives the intended broker capabilities. The
existing broker must continue to enforce active-run identity and current
connection access. Raw GitHub tokens remain excluded from the provider
launch environment.
- Previous-release checkpoint and profile formats carry forward
unchanged. A running provider must retire and restart normally to
inherit the repaired environment. No profile reset or data migration is
required.
- Hosted recovery requires delivery of the updated Runner binary. This
PR does not deploy or retry existing tasks. Live acceptance has not
exercised Linux sandbox confinement or a GitHub write.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning. Used
repository inspection, code editing, and shell execution. The context
window size is not exposed. Anthropic `claude-opus-5-5` was exercised as
the acceptance-test provider.

## 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>
2026-11-09 21:42:46 -08:00
DottaandClaude Opus 5.5 120017e39d fix(workspaces): read saved workspace files in place instead of extracting the whole archive (#20442)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a cloud task finishes, its workspace is saved as an encrypted
snapshot and its sandbox is released. The board's Files view then reads
that saved copy
> - Saved Files access downloaded, decrypted and extracted the whole
archive for every request, and refused archives over 512 MiB with
`too_large`
> - A finished task in a Paperclip-sized repository saves a snapshot of
about 730 MiB, so its files could not be listed or opened at all
> - The archive format already records each file's size and SHA-256, and
the snapshot records the manifest digest, so single files can be read
and verified without the rest of the archive
> - This pull request reads the saved archive in place, one verified
file at a time
> - The benefit is that users can open any file of a large finished
workspace quickly, with bounded memory and no whole-archive transfer

## Linked Issues or Issue Description

**What happened?**
In restart-chaos waves on Daytona with a real Paperclip clone, the
committed workspace snapshots were 763,944,535 bytes. After the sandbox
was released, every saved Files read returned 422 `too_large` (506 reads
in total), because `createSavedWorkspaceLoader` refuses archives over
`maxArchiveBytes` (512 MiB). The board Files view uses the same loader,
so it fails the same way.

**Expected behavior**
A user can list and open any single file of a saved workspace of
Paperclip-repository size without the server extracting or buffering the
whole archive. Memory and time stay bounded per request, and integrity
is still verified.

**Steps to reproduce**
1. Run a cloud task whose workspace is a large repository, so the final
snapshot exceeds 512 MiB.
2. Let the task finish and its sandbox be released.
3. Open the task's Files view, or call `GET
/api/issues/:id/file-resources/content?workspace=execution&path=…`: it
returns 422 `too_large`.

**Paperclip version or commit**
`master` at f73ff4ace9.

## What Changed

- `openWorkspaceSnapshotRanges`
(`remote-workspace-snapshot-storage.ts`):
  - range-reads the snapshot object's header;
- decrypts any plaintext byte range with AES-256-CTR, starting from the
AES-GCM counter block for that range;
- checks that the object size matches the wrapped key's plaintext size.
- New `saved-workspace-archive.ts`:
  - range-reads and decrypts the archive header and manifest;
- verifies the manifest's SHA-256 against the snapshot's recorded
`manifestDigest`;
- applies the restore path's manifest checks (safe paths, parent
directories, file sizes and hashes, total size) and computes each file's
offset;
  - keeps parsed manifests of recent snapshots within a 128 MiB budget.
- `remote-workspace-files.ts`: with the new `openSavedWorkspaceArchive`
option, saved stat, list, read and download use the verified manifest,
not the extracted-directory helper.
- Path normalization, denied paths, symlink and missing-path errors,
traversal, paging, truncation and text detection mirror the helper
exactly.
- A read or download decrypts only that file into a private temporary
file and verifies its SHA-256 before serving it.
- The changed-files view needs repository status, so it still uses the
bounded extraction. A saved copy beyond its limits now reports
`changed_unavailable`, a specific code, while its other views stay
available.
- `app.ts` and the support inspection route pass the new opener.
- `doc/SPEC-implementation.md` describes in-place saved reads and the
remaining changed-files limits.

## Verification

- Red before the fix, green after: `reads a saved workspace above the
extraction cap in place, one verified file at a time`. With extraction
only (master's Files service), the capped snapshot returns 422
`too_large`. With the archive reader, preview, list and a 256 KiB
download succeed through the ordinary routes. Every storage read is a
byte-range read, and no extraction directory is created.
- Parity: `answers saved stat and list exactly like the extracted
helper` compares archive-backed results with the extracted-helper path
on the same snapshot.
- Stat covers files, directories, nested and binary files, missing
paths, paths through a file, symlinks, denied names, and invalid paths.
- List covers all mode, a subdirectory, paging, queries, a scan limit, a
non-directory, and a denied directory.
- In recent mode, the entries match. Order is by path, because a saved
copy has no modification times; the extracted copy's mtimes were just
its extraction times.
- Integrity: `refuses a saved file whose stored bytes no longer match
its verified manifest`. Tampered stored bytes return 422 `file_changed`,
and no bytes are served.
- `keeps changed files on bounded extraction and names its limit…`: over
the cap, the changed view returns `changed_unavailable` and the other
views still work.
- The existing location-clearing preview test now checks for range reads
and an empty request temp directory, not for an extraction directory.
- Measured locally, with local-disk storage and a 749,006,840-byte
snapshot (88 × 8 MiB pack file, a 10 MiB file, 2,000 small files):

| path | time |
| --- | --- |
| Old: download, decrypt and extract all, once per request | 2,338 ms,
plus a full 749 MB transfer from S3 |
| New, cold: open (header and manifest range reads) | 7 ms; open and
read a small file: 13 ms |
| New, warm (cached manifest) | open 2 ms; open and read: 6 ms |
| New: list 100 entries and download a 10 MiB file | 23 ms |

- `remote-workspace-file-resources`, `remote-workspaces.integration`,
`remote-workspace-save-concurrency`, and
`remote-workspace-snapshot-retention` pass (212 tests).
- `PAPERCLIP_TYPECHECK_LOW_MEMORY=1 pnpm typecheck` in `server` passed.
- Not yet verified: the Daytona R1 wave's file checks after release. The
chaos harness owner will run them on a build with this change.

## Risks

- Range decryption bypasses GCM's whole-object tag. Integrity instead
comes from the manifest's SHA-256 matching the digest recorded in the
database, and from each file's SHA-256 in that manifest. A file is
verified before it is served. Text detection on stat samples the first 4
KiB without verifying the whole file. It only sets a display hint, and
content is always verified before it is shown.
- Saved files carry no modification times, so the recent view of a saved
copy is ordered by path, where it was previously in effectively random
extraction order.
- The changed-files view of a saved copy over 512 MiB still reports
`changed_unavailable`, because it needs a full extraction to run `git
status`.
- No schema or API change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits, local benchmarks).

## 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>
2026-11-09 22:33:58 -06:00
DottaandPaperclip 0934b834c4 perf(workspaces): release retained cohort parent scratch early (#20447)
## Thinking Path

> - Paperclip manages agent work and preserves its workspace files.
> - Online migration captures local files and publishes remote workspace
authority.
> - Each capture verifies encrypted readback, restores the archive and
compares the current source.
> - A cohort kept every completed parent payload until the whole cohort
published.
> - A larger cohort could retain many complete copies while later
members still worked.
> - This pull request releases only finished parent payloads before a
capture worker starts another member.
> - Nested-child proof, final fresh checks and atomic publication keep
their existing owners.

## Linked Issues or Issue Description

Refs: #20418, #20437, #20441.

**What happened?**

A cohort retained each member's capture archive, verified archive,
comparison archive and restored tree until atomic publication. The
capture worker limit did not limit that retained parent data.

**Expected behavior**

Release completed parent payloads once their consumers finish. Keep
files that a later publication check still needs.

**Steps to reproduce**

Run the added held-peer regression against the previous owner. It
completes one parent, holds a later member and finds all four completed
parent paths still present.

## What Changed

- Release three named parent archives and the restored tree after a
successful online cohort capture, before that worker takes another
member.
- Keep parent scratch roots and all nested-child verification areas.
Keep every final fresh child and publication check.
- Retain payloads for archived repository intents. Use the existing
writable-tree cleanup for read-only restored directories.
- Add real filesystem regressions for early release, retained child
proof, late child mutation and the final archived-intent path check.
Update the source-fence guide.

This branch incorporates the final #20441 owner and both distinct
saved-relative-path regressions. Its scratch-specific production change
is nine added lines and one removed line. Single imports and saved
journal/archive formats stay unchanged.

## Verification

- Canonical Node24 preflight passed. The Runner build came from the
content cache. After the current-master merge, the preflight checked
1,674 inputs and 1,817 outputs and found unchanged build inputs. Plugin
SDK prerequisites passed.
- Genuine RED on the unchanged #20441 owner: one held-peer case failed
at four retained payload paths; the archived-intent control passed. The
run took21.14s, with221 unrelated cases intentionally unselected. The
first sandbox-restricted setup attempt hit DNS errors and was stopped;
the normal network-qualified preflight then passed.
- Initial treatment: four selected PostgreSQL/filesystem cases passed
in38.61s, with219 intentionally unselected. The held peer observes
released parent payloads and retained child areas. A later child
mutation still refuses the whole cohort and publishes no authority or
activity.
- The archived-intent control observes all parent payloads at the actual
final saved-relative-path check. The changed path refuses publication
and keeps task/repository state intact. This exercises its actual
singleton owner; archived-only sources do not enter the online cohort
API.
- After a normal merge of current master and the final #20441 test, the
five affected cases and server TypeScript passed. No full local matrix
was repeated. Initial CI failed the inherited recovered-upload assertion
because the new retention test leaked its archive and filesystem spies.
That case passed alone but failed in the adjacent three-case sequence
(two pass, one fail); scoped `finally` cleanup made the same sequence
pass three of three in17.15s, with191 unrelated cases intentionally
unselected. No upstream assertion or production code changed. Server
TypeScript passed again. All required
[CI](https://github.com/paperclipai/paperclip/actions/runs/42746586511)
passed on final normal-merge head
`604c0f67bf7282ecd3f6e5e5da1c9d8637ef70cc` (56 success, four skipped and
one neutral; no pending or failing checks). The previously failing
server4/12 passed in10m23s. Fresh Greptile is5/5 on that exact head with
no open threads. The merge resolves the duplicate #20441 squash
insertion; both tested owner and test files are byte-for-byte identical
to repair head `b5c8eed82b6a676985e1a8af785e5df2ae3be2ce`. The prior
head received
[Greptile5/5](https://github.com/paperclipai/paperclip/pull/20447#issuecomment-6757435885);
its archived-cohort coverage warning was [answered using the actual
public admission
boundary](https://github.com/paperclipai/paperclip/pull/20447#discussion_r4520641017).
- `git diff --check` passed. No hosted cleanup, migration, provider
action or deployment was performed.

```sh
node scripts/agent-preflight.mjs --skip-rust-debug
pnpm --filter @paperclipai/plugin-sdk ensure-build-deps
node --import ./cli/node_modules/tsx/dist/loader.mjs packages/db/src/test-postgres-command.ts pnpm exec vitest run server/src/services/remote-workspace-cohort-migration.test.ts server/src/services/remote-workspace-migration.test.ts -t 'releases completed parent payload|retains archived intent payload|shares the merged child verifier|rechecks the current archived repository intent path at publication'
pnpm --filter @paperclipai/server exec tsc --noEmit
```

## Risks

- This reduces retained parent data. It does not establish a total disk
bound. Active capture/encryption/readback files and retained child areas
still need measured capacity.
- Cleanup failure uses the existing worker abort and peer-join path
before publication. Original source files, uploaded objects and journals
remain intact.
- Archived repository intents still need their restored payload at
publication. Those payloads stay retained. No capture limit, budget or
integrity guard changes.
- Saved operations and archive identities carry forward unchanged.
Resume still uses the existing full source and authenticated object
checks.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 21:16:53 -06:00
DottaandClaude 1b52f359dd test(restart-chaos): add config fault waves (CF1-CF3) and the CF4 design (#20446)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The restart chaos harness (`tests/restart-chaos/`) starts an
isolated control plane, runs real agent tasks and restarts the server
during them
> - Every wave starts from a new instance with valid default settings
and one valid provider
> - On 2026-11-09 production failed on state that a new instance never
has: a setup command that named a renamed script (#20269), and an
account default that did not exist (#20361)
> - This pull request adds a "config fault" family (CF1–CF3): the
harness breaks one saved reference on a task's own agent or project,
restarts the server while the task is parked, repairs the setting and
grades the result
> - The benefit is that the harness now catches "stale saved setting"
failures, including a run that retries forever or a task that stays
Queued with no explanation

## Linked Issues or Issue Description

Refs #20269
Refs #20361

**What existing behavior does this improve?**
The restart chaos harness only tests new instances with valid settings.
It cannot see failures that come from saved settings that point at a
missing object.

**Subsystem affected**
`tests/restart-chaos/` (test harness only). No product code changes.

**Current behavior**
No wave breaks a saved setting. The CF2 failure (#20361) and the CF1
failure (#20269) were found in production, not by the harness.

**Proposed behavior**
`config-wave.ts` runs CF1–CF3. The oracle is not "the task completes". A
task passes when all of these are true:

- it completes, or it rests on a message that names the broken setting
on the task page within a bound;
- no run retries unchanged configuration forever;
- no task stays Queued with no owner;
- the rest survives a K1 or K2 restart;
- after repair and the offered action (connection card, Retry, or agent
setup Retry), the task completes.

## What Changed

- `tests/restart-chaos/config-faults.ts` (new, pure): the catalog of
broken references, the seeded plan, `parkState`, the task-level message
check and `gradeConfigTask`. CF1 is a missing setup script. CF2 is a
missing personal OpenRouter default. CF3 is a seeded walk over a deleted
secret, a missing workspace path, a missing base ref, an unknown model,
plus CF1 and CF2. `CONFIG_REFERENCES_NOT_BROKEN` lists the settings CF3
cannot break, and why.
- `tests/restart-chaos/config-wave.ts` (new): the wave runner. Each task
gets its own agent, credential secret and project. The runner breaks the
setting through board routes, launches an A1 brief task, polls, fires K1
or K2 while the task is parked, repairs the setting, uses the offered
action and grades the task. It reuses the existing supervisor, seed and
A1 oracle. Waves are limited to 4 tasks and a concurrency of 2. The
instance is deleted at the end.
- `tests/restart-chaos/config-faults.test.ts` (new): unit tests for the
plan, the arguments, `parkState` and the grader. These include the CF2
bug signature and the CF1 "message only on the run page" signature.
- `tests/restart-chaos/README.md`: a new "Config faults" section and a
row in the pieces table.
- `doc/plans/2026-11-09-chaos-config-and-aged-state-faults.md`: the CF4
design (an instance aged by an older release, built on the existing K14
`--upgrade-from` machinery). CF4 is not built in this pull request.
- There are no edits to `main.ts`, `types.ts`, `workloads.ts`,
`invariants.ts` or `grader.ts`. Other agents work on those files in
parallel.

## Verification

- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts`:
24 files, 291 tests pass (before the last unit test was added). The
config-fault suite has 13 tests, and all pass.
- `node scripts/typecheck-test-projects.mjs tests/restart-chaos`:
passes.
- Live waves (local, isolated instance, one wave at a time):
  - **CF2 red before #20361** (base `8004ad069e`, before #20361 merged):
- Waves `w-20261110T000602-s201-cf` and `w-20261110T004818-s202-cf` fail
with
`CF2/ai_default:bounded_rest+actionable_message+lifecycle_retrying_unchanged_config+queued_without_live_owner`.
- The user sees `Queued`, a `resume` user action, and "Execution
configuration check failed. Paperclip could not complete this step. It
will retry automatically." There is no card.
- A debug run with logging added to the lifecycle failure log (not
committed) showed that the underlying error is
`ai_connection_default_missing`. Verification retried it every 60 s,
more than 20 times.
- After the harness connects an account that is installed for the agent,
the task completes 35 s later on its own.
- The CF2 run after #20361, and the CF1 and CF3 waves on current master,
are added below as they finish.

## Risks

- Low risk. The change is test harness code and docs only.
- A wave costs provider tokens only when the repaired task runs (one A1
brief).
- The CF2 repair creates a real OpenRouter account in the isolated
instance. The server validates the key live.
- The oracle reads the task page through the API (interruption,
execution status, cards, agent setup status and notices). It does not
render the board UI. A message that appears only in the run's own error
text is graded `message_only_in_run_detail`.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, subagents). Standard context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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 <noreply@anthropic.com>
2026-11-09 21:10:42 -06:00
DottaandPaperclip 0991d9bda1 fix(workspaces): protect migration sources and add guarded recovery service (#20443)
## Thinking Path

> - Paperclip manages agents and their task workspaces.
> - Online migration saves files before it publishes remote workspace
authority.
> - A saved migration journal can survive the importing process.
> - Git cache expiration did not count that journal as a consumer.
> - Expiration could remove a source and change its fingerprint while
its import was incomplete.
> - This PR protects unfinished imports and exposes a guarded internal
service transition for an already affected cohort.
> - New imports can preserve the current sources while all old recovery
data stays retained.

## Linked Issues or Issue Description

**What happened?**

Git cache expiration could archive and remove a workspace after an
import process ended but before its saved cohort finished. The saved
source fingerprint then differed from the current archived workspace.
Exact cohort resume correctly refused that changed source. Reopening the
workspace cannot recreate the old metadata or fingerprint.

**Expected behavior**

An unfinished migration remains a durable consumer after process loss.
If an older server already expired some sources, one canonical
transition can fail the exact unpublished cohort without losing its
snapshots, objects, source history, or recovery obligations. New
attempts use the current verified sources.

**Steps to reproduce**

1. Start a cohort import of eight Git worktrees with local changes.
2. Interrupt it after four snapshot uploads.
3. Let an older server expire two idle source worktrees.
4. Resume the saved cohort. It refuses the changed archived sources.

Related: #20429 preserves exact cohort identity when independent
companion imports change only the scope proof. #20424 preserves prepared
recovery state for archived sources. This PR handles completed source
expiration, not a scope-only change. Public searches found related
expiration work and no matching compensation owner.

## What Changed

- Count saved migration markers and unfinished migration journals as Git
expiration consumers. Keep failed migration retention holds as consumers
too.
- Expose `supersedeExpiredRemoteWorkspaceMigrationCohort` as an internal
service API for a privileged operator with a real database handle and
reviewed company/cohort inputs. It is called directly by the
PostgreSQL/Git test and reviewed one-time administrative qualification.
It adds no CLI mode or HTTP route. The existing CLI still refuses a
damaged cohort; this PR does not claim automatic CLI recovery.
- Require an exact unpublished cohort of up to eight members. It
requires completed expiration and an unexpired restore recipe for each
missing member. The other members must retain their saved source
fingerprints.
- Recheck current source and recovery state under source, lifecycle,
finalizer, and row locks. One transaction fails all old journals, writes
audit records, and removes only their exact matched active markers.
- Keep old cohort proofs, operations, snapshots, and object references.
Genuine failure receipts use the existing failed-save retention hold.
This transition does not report migration success.
- Reuse the existing bounded source-lock queue when `sourceLockWaitMs`
is set. Keep fast refusal by default. Cancellation targets only this
waiter, and current checks still run after admission.
- Record predecessor IDs on new attempts and reserve a snapshot
generation above the existing ledger maximum. New success does not
retire the old hold.
- Document the owning transition and retention rules.

## Verification

- The two new journal-consumer cases failed under the old expiration
predicate and passed under the new predicate.
- The full new recovery case passed in 21.12 seconds with real
PostgreSQL locks, Git repositories, encrypted local object storage, and
archive restores. It covers four retained uploads, two real expirations,
unchanged old resume refusal, authority change refusal, transaction
rollback, a held native finalizer, idempotence, eight new imports,
dirty/untracked file restores, and a retention pass 30 days later with
no object deletion.
- Server TypeScript and module-boundary checks passed.
- On `7cec8c915acfad2d08874eaf26abaa852f560219`, the queued-admission
regression failed before forwarding the option (24.07 seconds), then
passed (22.25 seconds). It verifies a real held project lock,
cancellation that preserves the holder and all journals, release into
full compensation, retention, and eight restored fresh imports. Current
server TypeScript and module/diff checks passed. The only production
follow-up changes are the optional queue input and its existing-owner
call.
- The earlier `737a0df3a71b10fe48d7bbfe7ffd8ae296b4852c` CI run had one
Runner support failure: the unchanged credential-free Python/Pi
calibration exceeded its outer 25-second subprocess deadline. That job
passed 6,926 other tests and skipped four. The timeout is retained as a
nonpass. The changed logical head requires fresh CI and review; no test
deadline was raised.
- The affected cohort, Git expiration, and eligibility suites passed all
148 cases in 228.41 seconds on
`aa589f3f447e36d0277c32f8b44cbe5e84a673be`. Merged current master
`a9d0946e64`; the only conflict retained both independent added test
blocks. The complete merged cohort suite passed all 30 cases in 70.00
seconds on `737a0df3a71b10fe48d7bbfe7ffd8ae296b4852c`, including
upstream larger-cohort controls. Final-head server TypeScript,
incremental preflight, module-boundary, and diff checks passed.
Unchanged expiration/eligibility evidence remains valid. Fresh
`809ab704e619812d8f1bf38cf5de9c65893861cc` CI and review are pending.
- On `809ab704e619812d8f1bf38cf5de9c65893861cc`, the complete recovery
fixture passed in 21.38 seconds after adding one valid archived recipe
with no restore point. It refuses with
`migration_supersession_expiration_unverified` and keeps all workspaces,
journals, and snapshots unchanged. The same case then verifies queue
cancellation/release, full compensation, retained history, fresh
imports, and restored bytes. Server TypeScript passed. This follow-up
changes only the test and service-scope documentation; product bytes
remain identical to qualified
`7cec8c915acfad2d08874eaf26abaa852f560219`.
- Earlier fixture attempts did not pass. They exposed the selection of a
held source and an incorrect expected refusal string. The fixture now
selects eligible sources and asserts the canonical authority refusal.
Production guards were not relaxed.
- Live qualification of the exact owning product bytes completed in
230.419 seconds. All eight old operations became failed with auditable
supersession lineage. All eight old snapshot rows remained byte-for-byte
identical, and their object references remain retained. The existing
source-lock queue waited 1.151 seconds for a normal finalizer handoff.
The three complete source/recovery passes took about 218 seconds
including their transaction, which explains why the earlier 180-second
total budget was insufficient for that measured workload. No source
proof or publication guard was skipped. Compensation made no provider or
object-storage calls.
- Earlier live qualifications remain nonpasses: the 180-second attempt
did not finish; its instrumented successor completed source checks and
refused a busy source lock before mutation. The successful bounded-queue
attempt retained those failure records. Fresh archived/online imports
are a separate subsequent step and are not claimed complete here.
- The local checks do not claim browser acceptance, app deployment,
fleet enrollment, or a completed zero-downtime cutover.

## Risks

- This owner mutates migration bookkeeping. It preserves all-or-nothing
row comparisons and current source/recovery locks. A changed journal,
authority, writer, finalizer, expired recipe, or partial transaction
refuses the transition.
- Historical snapshots and objects remain pinned after new success. This
intentionally retains storage. Release requires a separate reviewed
action.
- An older importer cannot use the successor generation contract. Use
the containing canonical owner for recovery. Normal app delivery must
also carry the expiration guard; a private maintenance graph does not
patch a running server's cleanup worker.
- The migration owner crosses 1,000 lines. The bounded compensation
transition remains beside its private source inspection, fingerprint,
fence, reservation, and publication contracts. Moving it now would
require exporting or duplicating those safety owners. No unrelated
refactor or new framework is included.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 21:02:02 -06:00
DottaandPaperclip b6f4008f9b docs: explain individual agent interaction permissions (#20422)
Document all eleven interaction controls, sparse defaults, CLI administration, ownership rules, pending-delivery behavior, and access boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 20:52:14 -06:00
Dotta f73ff4ace9 fix(native): reprove stale filesystem preservation receipts (#20438)
## Thinking Path

> - Paperclip manages agent work and preserves saved native sessions
across releases.
> - Filesystem independence receipts bind database facts to preserved
controller and skill evidence.
> - A workspace migration can add run metadata without changing those
preserved bytes.
> - That change makes the saved facts digest stale. Full native
preservation then refuses the existing receipt, even after fresh source
checks.
> - WEB preservation already supports a full current proof and guarded
receipt refresh.
> - This pull request applies that pattern to full native receipts,
reuses the authenticated archive, and keeps the existing ownership and
destruction checks.
> - The benefit is a current receipt without a new archive or provider
replay.

## Linked Issues or Issue Description

Refs: #20322.

**What happened?**

Adding the canonical `legacyWorkspaceRecoveryMigration` marker to a
settled native run makes its saved receipt stale. The full native
preservation owner checks current evidence but then refuses the old
facts digest.

**Expected behavior**

The owner can refresh the proof metadata after it proves all current
facts and preserved bindings again. Changed evidence or authority must
leave the prior receipt intact.

**Steps to reproduce**

Use the added PostgreSQL regression. It saves a valid receipt for a
succeeded source with 453 checkpoint parts, adds the producer-shaped
migration marker, and calls preservation again. The unchanged owner
fails with `native_harness_filesystem_independence_unverified`.

## What Changed

- Reuse the prior controller archive through the existing authenticated
readback path.
- Require the old receipt to match every current immutable binding
before a facts refresh. Reconstruct its exact digest from unchanged
bindings and the prior proof fields.
- Recheck current database facts, assets, controller and local files
under the existing finalizer, selection, task and run fences.
- Publish with an exact prior-receipt comparison. Keep a valid
concurrent winner and refuse changed receipts or new owners.
- Audit the prior receipt digest and four proof fields. Add focused
source, integrity, race and DB-only validation tests, and update the
database guide.

## Verification

- Local Node24 canonical preflight and plugin SDK prerequisites passed.
The Runner build came from the content cache. After a normal merge of
fresh master, preflight confirmed unchanged build inputs.
- Genuine RED on `3040448da5`: the saved receipt is valid before the
migration marker and stale afterward. Reproof fails at the old receipt
guard (one failed, 102 intentionally not selected). Both retained RED
attempts reached that same guard.
- GREEN on final local merge `00f4b5d678083106afc88fb2f7e0588961b46d6d`:
19 PostgreSQL controls passed, 91 intentionally not selected (17.75s).
The wrapper completed cleanup.
- The positive preserves the same archive, controller bytes, assets,
local proof and all 453 checkpoint parts. It performs authenticated
object reads and zero archive PUTs. Runs, results, finalizers and leases
remain unchanged except for the receipt. The audit reconstructs the
exact prior receipt.
- DB-only validation passes with the original home, state directory and
volume absent, while storage reads throw.
- Refusal and race controls cover changed asset bindings, raw controller
bytes, missing destruction evidence, unknown receipt fields, a valid
concurrent winner, changed receipts and a late active owner. Existing
WEB refresh, physical finalization-lock and saved-binding controls also
pass.
- Server TypeScript passed, including the adjacent integration test.
Fresh Greptile is 5/5 on exact head
`00f4b5d678083106afc88fb2f7e0588961b46d6d`, with no review threads
([review](https://github.com/paperclipai/paperclip/pull/20438#issuecomment-6756548830)).
Final-head CI is terminal: 56 success, 4 skipped and 1 neutral. The
aggregate `ci / verify` passed
([run](https://github.com/paperclipai/paperclip/actions/runs/42737704110)).
- The first Runner-support job had one unrelated process-inspection
nonpass: `server-stop.test.ts` expected a successful wrapper close, but
its bounded process inspector returned no table. Its cause remains
unknown. The unchanged test, process helpers, workflow and dependency
inputs match the passed master control. One authorized same-head job
retry passed all 328 files / 6,927 tests (4 skipped); the exact
previously failed case passed in 665ms
([retry](https://github.com/paperclipai/paperclip/actions/runs/42737704110/job/129576420893)).
No timeout, assertion or source change was made for the retry.

```sh
node scripts/agent-preflight.mjs --skip-rust-debug
pnpm --filter @paperclipai/plugin-sdk ensure-build-deps
node --import ./cli/node_modules/tsx/dist/loader.mjs packages/db/src/test-postgres-command.ts pnpm exec vitest run server/src/services/native-runtime/native-harness-filesystem-independence.integration.test.ts -t "reproves stale native facts|retains stale native proof|guards stale native reproof|invalidates a published receipt after changed|actual physical-finalization lock|refreshes stale WEB facts|refuses a WEB facts refresh|retains or refuses the existing receipt when an earlier capture finishes late"
pnpm --filter @paperclipai/server exec tsc --noEmit
```

## Risks

- Old receipt schemas and immutable bindings remain required. Full fresh
proof carries compatible saved receipts forward; unknown fields or
changed evidence refuse refresh and preserve the old receipt.
- Full native preservation still requires canonical destroyed-provider
receipts. The change retains the existing source capability,
cancellation, finalizer and publication checks.
- Only proof metadata changes. No provider operation, archive
replacement, hosted recovery or deployment was performed for this PR.
Live qualification remains with the operator after delivery.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-09 20:05:37 -06:00
DottaandPaperclip 07f6e8ff75 perf(workspaces): group same-root cohorts with bounded workers (#20437)
## Thinking Path

> - Paperclip preserves agent work when its control-plane server is
replaced.
> - Online migration imports local workspaces into authenticated
snapshots.
> - Several workspace records can point to one physical directory.
> - Shared child verification avoids repeated work inside one held
cohort fence.
> - The eight-member limit splits 30 identical-root aliases into four
cohorts and repeats the child passes.
> - This pull request admits up to 32 members only for one canonical
physical root, while keeping each work stage bounded to eight peers.
> - The benefit is fewer repeated child checks while capture and
publication guards stay in place.

## Linked Issues or Issue Description

Refs: #19873, #19882, #20418, #20424, #20429. Related PR search found
shared verification and restart fixes, but no larger same-root cohort
owner. The shared verifier and archived-source changes are merged into
this branch from current master.

**Current behavior**

Thirty fresh aliases of one physical root require cohorts of 8, 8, 8 and
6. Each cohort performs an initial and final local child-validation
pass. The same children are checked eight times in total.

**Proposed behavior**

Admit one cohort with nine to 32 members only when every canonical
resolved physical root is exactly equal. Keep the existing complete
source-scope equality and admission guards. Keep mixed-leaf cohorts
limited to eight members. Bound source reads, reservations, recovery
checks, final readers, replay and cleanup to eight joined peers. Capture
concurrency stays at most eight.

**Reason and benefit**

For N distinct canonical covered children, the 30-alias case changes 8N
local child checks to 2N, a 75% reduction in repeated child validation.
If N is 68, that is 544 checks versus 136. Thirty parent captures,
uploads and restores remain required. No total wall-clock improvement is
claimed.

**Breaking changes**

Saved cohort fields and exact membership remain unchanged. Older tools
that enforce the eight-member bound refuse larger cohorts. Use the newer
tool to resume them; never split or regroup their saved membership.

## What Changed

- Raise the canonical service, saved-cohort and maintenance-request
member bounds to 32. Keep the capture-worker bound at eight and
single-workspace modes at one.
- Require one exact canonical physical root for more than eight members.
Keep the existing full source-scope comparison, leaf rule and P/I/L/F
guards.
- Use one private stage mapper with batches of at most eight. Join every
started peer before an error can leave the stage. Stop future batches
after a failure or cancellation.
- Preserve the existing cancellation and pending-snapshot ordering for
stages of at most eight members. Check cancellation around extended
batches.
- Keep all saved cohort, member, operation and snapshot identities,
proof refresh and atomic publication checks.
- Bound cleanup without skipping later scratch cleanup after an earlier
cleanup error.
- Extend the existing PostgreSQL fixture with ten real aliases,
partial-upload resume, cold restoration, replay and mixed-root refusal.
Extend the request boundary test.
- Document old-tool refusal, work counts and the retained-scratch
capacity bound.

## Verification

- Canonical Node24 worktree preflight and Plugin SDK prerequisites
passed. After merging current master, preflight passed again with
unchanged cached build inputs.
- Genuine RED on the old bound: both real ten-alias import/resume cases
and the 32-member request reject the eight-member limit (3 failed; 47
not selected; 18.23 seconds).
- First focused GREEN: 4 passed in 24.20 seconds. The fresh ten-alias
case performs exactly four local child captures for two children: one
initial and one final pass. Actual reader, transaction and upload maxima
are eight. All ten archives cold-restore after the original source is
parked; replay retains the same cohort.
- The partial-upload case keeps all ten saved operation IDs and the
existing snapshot IDs. More than eight members across different
canonical leaf roots refuse before any journal or storage work. The
request parser accepts 32 members and eight workers, and refuses 33
members or nine workers.
- The first expanded corpus had 55 passes and one real compatibility
failure: a new eager cancellation check skipped the old pending snapshot
boundary. The mapper now retains existing cancellation ordering for at
most eight peers. That failure remains recorded as a nonpass.
- Final sources include current master at `18697b8d21`, with the
verifier, archived-source and UI repairs. The selected four-file corpus
passes 47 cases in 78.88 seconds, with 191 intentionally not selected.
The full maintenance suite separately passes 23 cases in 10.21 seconds.
Nine cases overlap; the final union is 61 distinct passing checks.
- Final coverage includes all 27 cohort cases, all 23 maintenance cases,
all six actual old-format compatibility cases and five archived
prepared-source controls. Existing source mutation, finalizer
contention, actual fence loss, cancellation peer joins, journal
compare-and-swap and outer-commit rollback controls pass.
- Final server TypeScript, module boundaries and whitespace checks pass.
Only the resource-risk documentation changed after that test run;
runtime and fixture bytes stayed unchanged.
- Commands: `pnpm exec vitest run
server/src/services/remote-workspace-cohort-migration.test.ts
server/src/maintenance/online-workspace-migration.test.ts
server/src/__tests__/online-workspace-migration-compatibility.test.ts`;
archived controls use the existing `remote-workspace-migration.test.ts`
cases named `unselected archived recipe` and `archived prepared source`;
`pnpm --filter @paperclipai/server exec tsc --noEmit`; `node
scripts/check-module-boundaries.mjs`.
- Initial source review was 4/5 and requested a control for the extended
reader-batch stop boundary. The test-only follow-up
`ca80ae9cc8791a72dab632090488093c5d0916f3` adds actual ten-member
failure and cancellation cases. They hold a first-batch peer, verify
that the source fence stays held, and prove members nine and ten never
start preflight. Both pass in 10.87 seconds with no new journal,
snapshot or upload effects. Runtime source hashes are unchanged; the
local union is now 63 distinct checks.
- The first stop-test attempt observed the two controlled readers before
all SQL-backed peers had entered the inspection callback. Its assertion
was too early. The corrected test checks the held first-batch readers at
that point, then requires all eight to join before completion. Both
cases pass; the earlier attempt remains a nonpass.
- Final head `ca80ae9cc8791a72dab632090488093c5d0916f3`: [required
CI](https://github.com/paperclipai/paperclip/actions/runs/42737676664)
and [aggregate
verify](https://github.com/paperclipai/paperclip/actions/runs/42737676664/job/129575813765)
passed. Full rollup: 56 successes, four intentional skips and one
advisory neutral result. Classic Snyk passed.
[Greptile](https://github.com/paperclipai/paperclip/pull/20437#issuecomment-6756419093)
and
[Ponytail](https://github.com/paperclipai/paperclip/pull/20437#issuecomment-6756388693)
both reviewed that exact head at 5/5. The one review finding is
addressed and resolved; no open findings remain. Older partial CI and
the initial 4/5 review remain nonfinal evidence. Hosted acceptance and
measured wall-clock savings remain pending.

## Risks

- Completed parent captures retain their scratch until the atomic
publication completes. A 32-member cohort can retain up to four times
the parent scratch of an eight-member cohort. Check actual parent
capture, verification and restore sizes against current target
filesystem capacity before selecting a larger cohort. Keep the existing
resource guards.
- Larger member arrays must not raise execution fanout. Every
reader/reservation/final stage is bounded to eight and joins current
peers before failure. Capture workers remain at most eight;
child-verification workers remain two.
- More than eight members require the exact same canonical physical root
and complete source scope. A different root, new writer, changed source,
recovery owner or journal still refuses through the existing owners.
- Shared verification is limited to the held invocation fence. The
separate fresh final pass remains required after all captures join.
Different child sets and restart attempts do not share a local-byte
proof.
- The old saved membership and archive identities remain authoritative.
Older tools fail closed on the larger bound. No schema, archive or
provider format changes are included.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose a more specific deployment identifier 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>
2026-11-09 20:03:25 -06:00
Nicky LeachandClaude Opus 5.5 232480d18f perf(runner): write preparation span rows to the run log in the background (#20426)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before a native run starts its provider, the executor copies the
preparation spans (queue, prepare phases, environment) into the run
trace and the run log
> - It records about 25 spans and waits for one run-log insert per span,
one after another
> - On a hosted test deployment, that step
(`native.controller.span_persistence`, added in #20396) took a median of
0.28 s, and every task waited for it before the Runner started
> - The run trace already has a way to write diagnostics without
blocking the caller: `defer`, which `finish` drains before the root span
closes
> - This pull request writes those run-log rows through that path, in
order, while the spans themselves are still recorded at once
> - The benefit is about 0.25 s less before the provider starts, on
every native run, cold or warm

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The time between the end of heartbeat preparation and
`native.session.execute` for native Runner tasks.

**Subsystem affected**
Server: native runtime tracing
(`server/src/services/native-runtime/native-run-trace.ts`) and the
native session executor.

**Current behavior**
`executeNativeSession` calls `trace.record` for each preparation span
and awaits it. `trace.end` awaits `emitCompletedSpanEvent`, which
inserts one `run.performance.span` row through `onEvent`. On a hosted
test deployment, measured with the #20396 spans across 10 runs,
`native.controller.span_persistence` took a median of 0.28 s:
- 0.30 to 0.36 s for runs right after a computer wake
- 0.17 to 0.25 s for runs on an awake computer

It is the second largest step between preparation and the provider start
(the median of that whole gap is 1.0 s).

**Proposed behavior**
The spans are still started and ended at once, with the same parents.
The speed-budget bookkeeping still runs at once too. Only the run-log
row is written later: one row at a time, in the order the spans ended,
before the trace finishes.

**Reason and benefit**
The rows are diagnostics, and they already carry their own start time
(`wallStartedAtMs`, `startOffsetMs`). Readers do not depend on the row
order: the only reader in the repository, `summarizeStartupReuse`, looks
for `runner.process.launch`, which this change does not defer. The
provider can start without waiting for these inserts.

**Breaking changes**
None.

## What Changed

- `native-run-trace.ts`: `end` and `record` take an optional
`deferRunLog`. With it, `end` queues the run-log row on a per-trace
chain registered with `defer`, so rows are written one at a time in
order and `finish` waits for them. A row requested after the trace
finished is dropped, as for other deferred diagnostics.
- `native-session-executor.ts`: the preparation spans and the
`environment.startup` scope use `deferRunLog: true`.
- `doc/run-log-events.md`: note that native preparation span rows are
written late, in order.
- `native-run-trace.test.ts`: two tests.
- Spans are recorded under their parent while every row write is
blocked, and the rows are written in order before
`task.provider_session.measured`.
  - A deferred row requested after `finish` is not written.

## Verification

- `npx vitest run src/services/native-runtime/native-run-trace.test.ts
src/services/native-runtime/native-run-trace-context.test.ts` (34
passed). Both new tests fail without the source change: the first times
out waiting on the blocked write, and the second sees the row written.
- `npx vitest run src/__tests__/heartbeat-preparation-gap-spans.test.ts
src/services/native-runtime/native-session-executor.test.ts` (1321
passed)
- `pnpm --filter @paperclipai/server typecheck`

## Risks

- Low risk. The change is diagnostic only: OpenTelemetry spans and the
speed-budget checks are unchanged.
- The preparation rows can now land in the run log after the first
Runner events. Readers already use the payload times, not the row order.
- If the server process dies between the provider start and `finish`,
the preparation rows of that run can be missing from the run log. The
OpenTelemetry spans are not affected.
- The deferred rows are written while the run continues, as
budget-breach rows already are, so the sink sees concurrent writes from
one run. This was already the case for deferred diagnostics.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, test runs, Honeycomb queries) and
extended thinking.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:50:15 -08:00
DottaandPaperclip 18697b8d21 perf(workspaces): share cohort child-source verification (#20418)
## Thinking Path

> - Paperclip must preserve agent workspace bytes during online
migration.
> - A cohort can contain several aliases of the same physical source.
> - The importer verifies imported children before capture and again
before publication.
> - The immutable-object cache avoids repeated downloads but still
recaptures local child bytes for every alias.
> - This pull request shares the initial proof within the held cohort
fence and checks fresh bytes once more after every capture joins.
> - The benefit is less repeated local archive work while child
mutations still block the whole cohort.
> - Required browser CI twice reproduced an independent stale
composer-mode bug. A focused regression proves that refreshed persisted
task mode was ignored after mount. The state repair follows task data
when there is no local override. Explicit local mode choices retain
their own generation so a completed send cannot clear the next draft’s
choice.

## Linked Issues or Issue Description

Refs: #20311, #20387, #20401, #20404.

**Current behavior**

Two aliases recapture the same imported child's local bytes four times,
even with one immutable object read. A larger alias cohort repeats this
multi-GB work for each member.

**Proposed behavior**

Share the successful initial verification for the same physical root,
Git roots and exact recorded child set or discovery mode. After all
captures join, run a separate fresh final verification for each root and
recorded child set. Keep every member's database and publication checks.

**Reason and benefit**

The local PostgreSQL fixture proves that two aliases now perform two
child recaptures instead of four. Hosted timing improvement has not been
measured.

## What Changed

- Add invocation-local initial and final proof maps to the existing
cohort child verifier.
- Retain the existing canonical source-owner check before and after
shared results.
- Defer cohort final nested checks until all captures finish, and join
every final reader before publication or fence release.
- Keep singleton verification, saved journal schemas, snapshot IDs,
archive bytes and per-member publication checks unchanged.
- Extend the existing real PostgreSQL alias fixture with a child
mutation during the last parent upload.
- Repair the required CI planning-mode race with a nullable local
override: absent override follows task data; a user selection belongs to
the draft. A successful send or confirmed resend/receipt clears it only
if no newer choice exists. Failed saves preserve the mode and restored
message. Queued-edit backup retains whether the mode was explicit. Leave
the browser assertion and timeouts unchanged.

## Verification

- Canonical Node24 worktree preflight and plugin SDK prerequisites
passed. Server TypeScript passed.
- Genuine unchanged-source PostgreSQL RED: two aliases performed four
local child recaptures instead of two (one failed, 22 intentionally not
selected). GREEN: five source-sharing, last-upload child mutation,
capture/cancellation join and actual outer-commit rollback controls
passed (18 intentionally not selected; 66.53s). The actual fence-loss
control also passed (one passed, 22 intentionally not selected; 38.13s).
Both wrappers completed cleanup.
- Migration source and tree bytes remain identical to locally qualified
`466837cfe997924c3794fd5d0e96134cab1cd04c`; later commits only repair
the composer and its tests.
- Required planning browser CI originally failed, then failed its one
unchanged-head retry, because the planning chip remained absent after
opening-question dismissal. Those failures remain recorded
([original](https://github.com/paperclipai/paperclip/actions/runs/42723622165/job/129523785985),
[retry](https://github.com/paperclipai/paperclip/actions/runs/42723622165/job/129534415590)).
The final-head identical case passes in 30.5s, with all 34 shard cases
passing ([final
CI](https://github.com/paperclipai/paperclip/actions/runs/42731309796/job/129550549775)).
Assertions and timeouts were not relaxed.
- Composer regressions reproduced stale loaded mode, optimistic-save
rollback, overwritten next-draft choices, and stale mode after confirmed
resend/receipt. All 145 composer tests now pass (2.88s). Canonical UI
TypeScript and token gates pass. The original planning browser case also
passed locally (15.5s; 26.9s including setup).
- The first final-head serialized-suite attempt was automatically
cancelled at its unchanged 20-minute job limit. Grouped Turbo output did
not expose an individual failing assertion; cause remains unknown
([retained
attempt](https://github.com/paperclipai/paperclip/actions/runs/42731309796/job/129550550373)).
One same-head diagnostic retry was a cache miss and executed all 419
heartbeat recovery tests successfully in 376.94s on the identical CI
checkout
([retry](https://github.com/paperclipai/paperclip/actions/runs/42731309796/job/129561196792)).
It is not classified as infrastructure or a known flake.
- Final exact head `ba1f85f18085dd0e84c594ed0cb68d5bf817c93c`: all 61
checks terminal (56 success, four skipped, one neutral); required CI is
green
([workflow](https://github.com/paperclipai/paperclip/actions/runs/42731309796)).
Fresh Greptile is 5/5 with every review thread resolved
([review](https://github.com/paperclipai/paperclip/pull/20418#issuecomment-6754705323)).

Focused commands:

```sh
node --import ./cli/node_modules/tsx/dist/loader.mjs packages/db/src/test-postgres-command.ts pnpm exec vitest run server/src/services/remote-workspace-cohort-migration.test.ts -t "shares the merged child verifier|joins active capture peers|keeps every authority and activity unpublished"
pnpm exec vitest run ui/src/components/task-chat/TaskChatComposer.test.tsx
pnpm --filter @paperclipai/server exec tsc --noEmit
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
```

## Risks

- Reuse is limited to one invocation under the same complete source and
finalizer fences. Different physical roots, Git roots, recorded child
sets and discovery mode have different keys. No local-byte proof is
stored durably or reused after restart.
- Initial and final maps are separate. A child change during any parent
upload must fail the fresh final verification before the atomic
publication transaction starts.
- Final readers all finish before an error can release the source fence.
Per-member database child rows, source fingerprints, journals, keys and
publication locks retain their existing checks.
- This reduces repeated verification for aliases. It does not change
capture concurrency, upload policy or immutable checkpoint validation.
Hosted speedup remains unverified.
- The CI repair must distinguish task data from explicit draft intent.
Only a successful send with the same choice generation clears its
override; a later draft selection and failed-save rollback retain it.
Regression tests cover these transitions. It adds no styling, request,
or persistence changes.

## Model Used

OpenAI GPT-6 (Codex), with tool use and code execution. The runtime does
not expose a more specific model identifier 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>
2026-11-09 19:28:31 -06:00
DottaandPaperclip 3040448da5 fix(workspaces): refresh saved cohort source proofs on resume (#20429)
## Thinking Path

> - Paperclip preserves agent work when a control-plane server is
replaced.
> - Online workspace imports save exact cohort, operation and snapshot
identities for restart.
> - A cohort proof also includes the complete current companion source
scope.
> - An independent companion import removes that companion from the
local scope.
> - The saved cohort then fails resume even when every saved member is
unchanged.
> - This pull request rechecks the current scope under fresh locks and
refreshes its proof for all members in one transaction.
> - The benefit is restartable online migration while independent work
progresses.

## Linked Issues or Issue Description

Refs: #19873, #20394, #20418. Related PR search found the original
cohort owner, recovery-proof refresh and separate child-verification
reuse. This fix addresses cohort scope freshness.

**What happened?**

An interrupted cohort rejects resume with
`workspace_cohort_membership_changed` after a nonmember companion is
migrated. The saved source proof includes companion workspace and task
IDs. The exact saved members and their fingerprints can remain
unchanged.

**Expected behavior**

The same saved cohort must resume after fresh admission. It must keep
all member, operation and snapshot IDs. Changed members, active owners,
changed journals and lost source locks must still refuse publication.

**Steps to reproduce**

1. Start a two-member cohort and interrupt the second upload after the
first archive is saved.
2. Import an archived nonmember companion through the existing canonical
migration owner.
3. Resume the same two-member cohort. The original implementation
refuses before it acquires the source fence.

**Paperclip version or commit**

Reproduced on master `3a5572c9e5`.

**Deployment mode**

Online administrative workspace migration with PostgreSQL and
authenticated snapshot storage.

## What Changed

- Admit a changed aggregate scope proof only when every saved member has
a running journal and its current fingerprint matches both saved
fingerprints.
- Keep partial reservations on the original strict aggregate-proof path.
Keep exact cohort and operation membership checks.
- Run the existing source, lifecycle, recovery and finalizer admission
before refresh. Lock member rows, inspect the current scope again, and
compare every journal in one transaction.
- Change only `cohortMigration.sourceProof`. Preserve all other
metadata, identities, archive and recovery records. Abort the complete
refresh on cancellation, a changed journal or a lost fence.
- Extend the existing real PostgreSQL fixture with partial upload,
canonical companion migration, refusal controls, transaction rollback,
cold archive restore and replay.
- Document the proof lifetime and resume boundary.

## Verification

- Canonical Node24 worktree preflight passed. Plugin SDK build
prerequisites passed.
- Genuine RED on unchanged product: the real partial-upload and
companion-import sequence fails with
`workspace_cohort_membership_changed` (1 failed; 22 intentionally not
selected; 10.44 seconds).
- The identical positive passes after the fix (1 passed; 22
intentionally not selected; 9.87 seconds).
- The complete focused cohort file passes: 23 tests in 33.33 seconds.
Existing controls include changed member fingerprints, foreign and
completed journals, active operations, peer cancellation, actual
source-fence connection loss and outer-commit failure.
- The new sequence also checks a held source lock, a held finalizer
lock, cancellation before refresh, and an injected second-member update
failure. The failed update rolls back every proof change. Both saved
archives restore tracked and untracked work, and replay uses the same
cohort.
- After one final read-only preflight assertion, that complete new
sequence passes again in 14.52 seconds with 22 existing cases
intentionally not selected. Server TypeScript passes on the final files.
Module boundaries and `git diff --check` pass.
- Commands: `pnpm exec vitest run
server/src/services/remote-workspace-cohort-migration.test.ts`; final
case selection: `-t 'same uploaded cohort'`; `pnpm --filter
@paperclipai/server exec tsc --noEmit`; `node
scripts/check-module-boundaries.mjs`.
- Initial local setup attempts remain nonpasses: sandbox PostgreSQL
could not bind localhost, then the new archived companion fixture used a
noncanonical repository folder. The corrected fixture uses the existing
managed repository path. Neither setup failure is counted as the product
RED.
- Fresh [Greptile
review](https://github.com/paperclipai/paperclip/pull/20429#issuecomment-6755862789)
is 5/5 on exact head `6c640c4667b136e5416c1375f491729cf4bb9b49`, with
zero inline threads. Required final-head CI is running. Hosted
acceptance is not claimed by this PR.

## Risks

- The old aggregate proof contains only a hash. Refresh therefore
requires durable fingerprints for every saved member and repeats all
current admission guards. A partially reserved cohort cannot use this
path.
- A stale proof must never hide a changed member or a new writer.
Current source inspection, P/I/L/F locks, locked member rows, complete
journal compare-and-swap and the existing capture and publication checks
remain authoritative.
- The all-member update must stay atomic. A database fault or
cancellation rolls it back. The original cohort, operation and snapshot
IDs remain fixed.
- The change adds one bounded transaction only when a fully saved
cohort's scope proof changes. It adds no recurring work, schema,
provider, archive format, concurrency or deployment changes.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose a more specific deployment identifier 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
- [ ] 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>
2026-11-09 19:16:34 -06:00
DottaandClaude Opus 5.5 347d85fef3 perf(chat): index GitHub review lookups and share review-wait reads (#20400)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub chat endpoints let agents review pull requests. The server
reads review state when it lists issues and when it updates GitHub
checks.
> - On a hosted instance, two GitHub review queries used the most total
database time. One query ran about 660,000 times at about 33 ms. The
other query ran about 10,000 times at about 1 s.
> - The first query finds a source comment's chat link. No index covers
`chat_message_links.comment_id`, so each call reads the full table.
Issue lists also read the same review waits two times per request.
> - The second query joins deliveries, links and runs on a JSON key. The
planner walks the agent's run history in creation order and reads each
run's context.
> - This pull request adds four concurrent indexes, splits the run
lookup into two small reads, and shares review-wait reads in one
issue-list request.
> - The benefit is less background database load, so request reads wait
less. The results stay the same.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
GitHub review state reads. These are the inherited review-wait lookup by
source comment, and the review-check lookup of the run that a delivery's
comment woke.

**Subsystem affected**
Server chat channels (GitHub review waits and checks), issue list
attention maps, and the database schema.

**Current behavior**
- `readInheritedGitHubReviewWait` filters `chat_message_links` by
`company_id`, `comment_id` and `direction`. No index has `comment_id`,
so PostgreSQL reads the full table on each call. The run-origin check
does the same lookup first.
- An issue list calls the external review-wait read from the review
attention map and again from the blocked-inbox attention map. The two
maps read the same in-review issues.
- `githubReviewCheckState` joins deliveries, links and runs with
`context_snapshot->>'wakeCommentId' = comment_id::text`, sorts by
`created_at desc` and takes one row. The planner reads the agent's runs
in creation order and reads each run context. If no run matches yet, it
reads all of them. The delivery filter on `normalized_event` and the
link join on `delivery_id` also have no index.

**Proposed behavior**
The same rows come back from small index reads. Each issue's review wait
is read one time per issue-list request.

**Reason and benefit**
These two statement families used about 33,000 s of database time in one
cumulative statistics window. The database had about 50 concurrent
active queries, and request reads waited behind this background work.

**Breaking changes**
None. The migration adds indexes only.

## What Changed

- Migration `0456_chat_review_lookup_indexes` builds four indexes with
`CREATE INDEX CONCURRENTLY IF NOT EXISTS`. It runs through the existing
top-level statement path, which repairs an invalid index on retry:
- `chat_message_links_company_comment_idx` on `(company_id, comment_id)`
where `comment_id is not null`.
- `chat_message_links_delivery_idx` on `(delivery_id)` where
`delivery_id is not null`.
- `chat_deliveries_github_automatic_delivery_idx` on `(endpoint_id,
normalized_event->'githubAutomatic'->'context'->>'deliveryId')` where
that value is not null.
- `heartbeat_runs_company_wake_comment_idx` on `(company_id,
context_snapshot->>'wakeCommentId')`. This index is not partial. The
planner does not use expression statistics from a partial index. Without
these statistics, it estimates many matches and keeps the creation-order
walk.
- `githubReviewCheckState` reads the delivery's comment IDs first. If
there is a comment, it reads the newest same-agent run with one of these
`wakeCommentId` values. If there is no comment, it skips the run read.
The comparison stays text equality on `comment_id::text`.
- `createExternalReviewWaitReader` shares one read per issue between the
review and blocked-inbox attention maps of one issue-list request. The
reader exists only for that request.
- `doc/DATABASE.md` describes the indexes and the new read order.
- `scripts/benchmark-review-lookup-indexes.ts` compares the pre-fix and
new code with and without the indexes.
`scripts/benchmark-review-lookup-index-migration.ts` times the migration
on a large synthetic database.

## Verification

Local SQL measurements on a synthetic fixture. They are not production
timings. Environment: embedded PostgreSQL 18.1, baseline revision
`02bfe71a6b`. Fixture: 50,000 links, 5,000 deliveries with about 2 KiB
events, and 4,000 runs with about 12 KiB incompressible contexts. The
wake run is in the middle of the run history. Each value is the median
server execution time from `EXPLAIN ANALYZE` (2 warmups, 9 samples). The
order was: no indexes, indexes, then no indexes again.

| Caller and statement | Before (no indexes, two passes) | After |
Shared buffers before → after |
| --- | --- | --- | --- |
| Inherited review wait, link by source comment (same SQL) | 2.72 / 2.36
ms | 0.076 ms | 929 → 12 |
| Review check, wake run found | 31.9 / 21.9 ms | 0.29 ms (two
statements) | 25,776 → 62 |
| Review check, no wake run yet | 71.0 / 47.5 ms | 0.06 ms (two
statements) | 34,861 → 12 |

- Indexes alone do not fix the review check. The old SQL with the new
indexes took 8.6 ms (run found) and 29.7 ms (no run), because it still
walked the run history. The new SQL without the new indexes was neutral
(23.5 and 35.1 ms).
- Service wall times on this shared machine were noisy, so the table
reports server execution time.
- Correctness: the benchmark fails unless the inherited statement
returns the same positional rows in each index state. The check service
result and the final wake-run rows of the new code must also match the
pre-fix module for both cases.
- Migration timing, normal migration runner, synthetic data: 200,000
runs (1.8 GB with 8 KiB incompressible contexts), 500,000 links and
100,000 deliveries. First run 4.2 s; rerun 0.38 s. Separate builds:
links by comment 1.5 s, run wake comment 1.1 s, deliveries 0.7 s, links
by delivery 0.3 s. All indexes were valid. The run index was 8.3 MB.
- New tests:
- `server/src/__tests__/github-review-check-state.test.ts` checks that
the newest same-agent run is selected. It also checks that other agents,
other companies, uppercase IDs, non-string values, list-only
`wakeCommentIds`, comment-less links and unknown deliveries do not
match. It checks that the generated statements can use the new indexes.
- `server/src/services/native-runtime/external-review-wait.test.ts`
checks that the reader reads each issue one time, keeps concurrent
callers correct, and rejects all waiting callers when a read fails.
- Red/green: with the pre-fix `review-check-state.ts`, the behavior test
passes and the index test fails. With this change, both pass.
- Focused runs pass: `issue-blocker-attention`,
`heartbeat-issue-liveness-escalation`, review-wait, review-check-state,
external-review-wait, review-repair (106 tests), and
`external-chat-wait.integration` (285 tests). `pnpm --filter
@paperclipai/server typecheck` and `pnpm --filter @paperclipai/db
check:migrations` pass.

Commands:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-review-lookup-indexes.ts --baseline-ref=02bfe71a6b
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-review-lookup-index-migration.ts
```

## Risks

- The migration builds four indexes concurrently. It does not block
writes. On a large database, the run index reads every run context one
time. The local run took 1.1 s for 1.8 GB from a warm cache. Cold
storage on smaller compute can be slower.
- The run index adds one entry for each run insert and for each run
update that is not a heap-only update. Many runs have no
`wakeCommentId`, so these entries hold a null key.
- The review check now sends two statements instead of one when a
delivery has a comment. Each statement reads only a few index entries.
- When two matching runs have the same `created_at`, either can be
selected. The previous query had the same tie behavior.
- This change does not change the number of in-review issues that one
issue list reads. The blocked-inbox map still reads all in-review issues
of the company. A smaller scope needs a separate change to the liveness
classifier.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) by Anthropic, in Claude Code with
tool use (shell, file edits, local PostgreSQL benchmarks).

## 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>
2026-11-09 18:47:34 -06:00
DottaandClaude Opus 5.5 0116e45958 perf(db): index pending budget Stops instead of scanning all run results (#20391)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Budget enforcement stops agent runs when a budget hard limit is
reached. The stop intent is saved in each run's `result_json` until run
control delivers it.
> - The budget worker, run control, and the idle-sleep check find these
pending stops with a predicate on `result_json`. No index supports that
predicate.
> - Each check therefore reads every heartbeat run and its large result
JSON from TOAST. On a hosted database, this statement family was among
the most expensive: about 8,000 calls at about 1 s each, about 9,800 s
in total.
> - Pending stops are rare. The predicate is constant, so a partial
index can contain only those rows.
> - This pull request adds that partial index. The SQL that the server
sends does not change.
> - The benefit is that each check reads a few index entries instead of
the full table. The database has more capacity for request work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The check for committed budget Stops that are not delivered yet. The
budget worker runs it each time it looks for work
(`hasPendingBudgetEnforcement`), and again for each delivery pass
(`listPendingBudgetCancellationScopes`). Run control and the idle-sleep
check use the same predicate.

**Subsystem affected**
Budget enforcement in the server
(`server/src/services/heartbeat/budget-cancellation.ts`,
`server/src/services/budgets.ts`,
`server/src/services/heartbeat/run-control.ts`,
`server/src/services/idle-sleep-safety.ts`) and the `heartbeat_runs`
schema in `packages/db`.

**Current behavior**
The query groups all rows of `heartbeat_runs` and reads
`result_json->'startupCancellation'->'budgetEnforcement'` for each row.
A limit of 1 does not help, because the group and sort occur before the
limit. Cost grows with the run history, not with the number of pending
stops.

**Proposed behavior**
A partial index, `heartbeat_runs_pending_budget_cancellation_idx`,
contains only runs with a pending budget Stop. The planner uses it for
all four callers. The results are the same.

**Reason and benefit**
Local SQL measurements show a 300x to 1,000x decrease in time and buffer
reads (see Verification).

**Breaking changes**
None.

## What Changed

- Added the partial index
`heartbeat_runs_pending_budget_cancellation_idx` on `heartbeat_runs
(company_id)`. Its predicate is identical to
`pendingBudgetRunCancellationPredicate`.
- Added migration `0455_pending_budget_cancellation_index.sql`. It uses
`CREATE INDEX CONCURRENTLY IF NOT EXISTS`, and it is in the list of
migrations that run outside a transaction, as `0436` is.
- Moved the scoped run-control read and the idle-sleep check into
exported builders in `budget-cancellation.ts`, next to the scope list
query. The SQL does not change. The callers and the test now share the
same statements.
- Added a real PostgreSQL regression test. It checks that delivered,
malformed, and missing intents are not pending. It also EXPLAINs the
statements that the callers send (scope list with limit 1 and 100,
scoped read, `EXISTS` check) and requires the new index in each plan. If
a person changes a query shape, the server predicate, or the index
predicate, the test fails.
- Added `scripts/benchmark-budget-cancellation-scan.ts`. It captures the
SQL that the real service sends, then compares the plans, timings, and
complete rows with and without the index.
- Updated `doc/DATABASE.md`.

## Verification

Red/green regression test:

- Before the migration, the new test failed: the plan was `Seq Scan`
with the predicate as a filter.
- After the migration: `npx vitest run
src/services/heartbeat/budget-cancellation.test.ts` passes (17 tests).
- Also passed: `src/__tests__/budgets-service.test.ts`,
`src/__tests__/idle-sleep-diagnostics-postgres.test.ts`,
`src/services/budget-resume-continuation.test.ts`.
- `pnpm --filter @paperclipai/db check:migrations`, and typecheck of
`@paperclipai/db` and `@paperclipai/server` pass.

Performance and result equality (local SQL measurements only):

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-budget-cancellation-scan.ts --runs=20000 --payload-kib=16 [--reverse]
```

- Fixture: embedded PostgreSQL 18.1. 20,241 runs in 2 companies, with
incompressible result JSON of about 16 KiB (table 379 MB). 40 pending
stops in 6 scopes, 200 delivered or malformed decoys, and 1
cross-company intent.
- The SQL is the same in both treatments. The script toggles only the
new index. 2 warmups and 7 samples per query. Rows are compared outside
the timed part. Ordered queries must match in order. The scoped
run-control read has no `ORDER BY`, so it is compared as a multiset.

| Query (caller) | Baseline median | With index median | Shared buffers
|
| --- | --- | --- | --- |
| `listPendingBudgetCancellationScopes(db, 1)` (worker `hasPending`) |
688 ms | 2.1 ms | 243,500 → 1,158 |
| `listPendingBudgetCancellationScopes(db)` (delivery) | 799 ms | 1.4 ms
| 243,500 → 1,158 |
| Scoped pending runs (run control) | 357 ms | 1.1 ms | 121,835 → 322 |
| `EXISTS` pending (idle-sleep check) | 440 ms | 0.37 ms | 240,560 → 2 |

- Reverse order (index first) gave the same result: 524 ms → 1.6 ms, 464
ms → 1.4 ms, 306 ms → 1.0 ms, 306 ms → 0.42 ms.
- Plans change from `Seq Scan` (or a broad bitmap scan) to `Index Scan`
or `Index Only Scan` on the new index.
- All result rows are equal in every run.

Migration duration:

- 20,241 runs (379 MB): index build 2.0 s to 3.9 s.
- 200,241 runs with 8 KiB result JSON (2.1 GB): index build 5.6 s. With
this table size, the four queries change from 1,148 / 879 / 514 / 4,392
ms to 1.1 / 1.2 / 0.85 / 8.3 ms.
- The build is concurrent, so it does not block run writes.

## Risks

- Migration: the build reads every run's result JSON one time. It is
concurrent and resumable (`IF NOT EXISTS`). The executor repairs an
invalid concurrent index on retry.
- Write cost: run writes evaluate the index predicate. The index
contains very few rows, so the extra cost is small.
- Predicate drift: if a later change edits only one of the two
predicates, the planner cannot use the index. The new regression test
detects this.
- The hosted timings are not measured yet. The local numbers come from a
synthetic fixture.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL).

## 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>
2026-11-09 18:14:52 -06:00
DottaandClaude Opus 5.5 ab80fea62f perf(recovery): probe run bindings per comment in the lost-wake check (#20412)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The ownership reconciler finds user comments whose wake a restart
lost, and it saves a wake for them (plan invariant 4)
> - Its lost-wake check matched a task's runs with one OR across the
legacy context ID and the native issue column
> - With that OR, PostgreSQL can join runs only by company. It then
tests each recent comment against every run of its company and reads
each run's context
> - On a hosted staging database, this statement used about 23 s per
call on average (384 calls, about 8,900 s in total). One call ran for 35
s. Other requests waited behind it
> - This pull request reads the check in three stages and probes the two
run bindings separately with existing indexes
> - The benefit is the same result with bounded, index-driven work for
each recent comment

## Linked Issues or Issue Description

**What happened?**

The reconciler's user-comment lost-wake check was one of the most
expensive statements on a hosted staging database. Query statistics
showed 384 calls with a mean of about 23 s. One active call was seen at
35 s. The database compute was busy, and short authentication reads
waited behind long statements.

The statement matched runs with `(context_snapshot->>'issueId' = issue
OR native_issue_id = issue)` in three subqueries. The OR gives
PostgreSQL no join key except `company_id`. A local plan on synthetic
data showed the cost: a hash join of 273 comments against all 38,002
runs, which took 1.0 s of a 1.3 s statement. The work grows with recent
comments multiplied by the company's run count, and each test reads a
run context.

**Expected behavior**

Each recent comment uses a small number of indexed probes. The check
returns the same comments in the same order, with the same limit and
grace logic.

**Steps to reproduce**

1. Seed a company with a deep run history and a few hundred recent user
comments.
2. Let some recent comments have no wake (for example, after a restart
lost the wake of a steered comment).
3. Run the check. PostgreSQL can pick a hash join on `company_id` with
the OR as a join filter. With nested loops off, the old statement takes
seconds. The local benchmark below shows this.

**Paperclip version or commit**

Baseline: `02bfe71a6b`.

**Deployment mode**

Server with PostgreSQL. Local proof uses disposable PostgreSQL 18.1.
Production and staging use hosted PostgreSQL.

Related: the earlier change that split native and legacy bindings for
other ownership reads (see the "Execution recovery query performance"
section in `doc/DATABASE.md`). A search found no open pull request for
this check.

## What Changed

- `checkUserCommentsWithoutWake` reads in three materialized stages:
1. Recent user comments on assigned, non-conversation tasks that no wake
request carries. This stage keeps the same issue, status and
agent-closed rules.
2. Of those, comments with no live or later run and with at least one
earlier run.
3. Of those, comments that no live run acknowledged in an item event
(the steer check). Only this stage reads event payloads.
- Each run lookup is two probes: one on the legacy context ID and one on
the native issue column. Both use existing indexes. `exists (A or B)`
becomes `exists (A) or exists (B)`, which is logically the same.
- Each probe ends with `offset 0`. This keeps it a per-row index lookup.
Without it, PostgreSQL can build a hashed subplan over all runs, or a
hash join over all item events of the company. The repository already
uses this fence in `execution-blocker.ts`.
- The final `order by c.created_at limit N`, the projection, the grace
window and the reported reason do not change.
- Add `scripts/benchmark-comment-wake-check.ts`. It loads the check from
an explicit baseline commit and from the working tree, and it compares
the complete service result and the complete positional SQL rows before
it records time.
- Add a regression test for each run binding on its own: native only,
legacy only, live run, later run, steered run, an acknowledgement before
the comment, a log-only mention, a run that ended before the comment,
and a run in another company.
- Document the check and the benchmark command in `doc/DATABASE.md`.
- No schema change, index, migration, or new startup work.

## Verification

- `pnpm exec vitest run
server/src/__tests__/ownership-reconciliation-report.test.ts
--maxWorkers=1`: 34 passed. This includes the existing lost-wake,
restart, steered and agent-closed tests and the new binding test.
- `pnpm --filter @paperclipai/server typecheck`: passed.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-comment-wake-check.ts --baseline-ref=02bfe71a6b
--samples=7`

Benchmark setup: PostgreSQL 18.1 (embedded, local), `shared_buffers` 128
MB, `work_mem` 4 MB. All data is synthetic, with md5-hex filler so
contexts and payloads do not compress well. There are two companies per
fixture. Two warmup rounds, then 7 timed samples for each arm, in
alternating order. Each sample runs the real check function. Before any
timing, each fixture asserts that the complete check result and every
positional SQL row are equal for baseline and treatment, and that the
fixture reports at least one owed comment. Every timed sample also
asserts the same result.

| Fixture | Runs / recent comments / owed | Baseline median | Treatment
median | Speedup | Hash-join plan, baseline → treatment |
| --- | --- | --- | --- | --- | --- |
| small | 2,541 / 50 / 6 | 8.5 ms | 2.6 ms | 3.2x | 19 ms → 3 ms |
| representative | 75,502 / 750 / 75 | 26.4 ms | 23.3 ms | 1.1x | 2,262
ms → 17 ms |
| lost steer wakes | 38,002 / 750 / 75 | 454.7 ms | 66.9 ms | 6.8x |
2,717 ms → 68 ms |
| deep history | 150,750 / 1,125 / 114 | 26.9 ms | 18.8 ms | 1.4x |
4,006 ms → 34 ms |
| busy hour | 128,750 / 5,625 / 200 (limit) | 79.2 ms | 47.4 ms | 1.7x |
20,047 ms → 75 ms |
| long steered runs (stress) | 19,100 / 600 / 60 | 626.4 ms | 457.4 ms |
1.4x | 5,871 ms → 502 ms |

- The table above used baseline `02bfe71a6b`, the branch base at that
time. After the rebase, a repeat run with baseline `8004ad069e` (the new
merge base, with the helper guard fixed to run from the repository root)
gave the same picture on a busier machine: small 15.4 → 9.1 ms, lost
steer wakes 1,733 → 139 ms, busy hour 103 → 65 ms, all with equal
results.
- The "lost steer wakes" fixture shows the slow plan with default
planner settings. PostgreSQL hashed all runs by company and tested 273
comments against 38,002 runs.
- The last column runs each statement once with `enable_nestloop = off`.
This makes the company-only hash join that the old statement allows
visible, and it shows that the new statement has no such plan. The
result is checked as equal in this mode too. Staging's 23 s mean matches
this growth: recent comments multiplied by the company's run count.
- Shared buffers fell in every fixture except "small" with default
settings (for example, busy hour 176,416 → 89,803).
- Neutral path: in the "long steered runs" stress fixture, every steered
comment lost its wake. These comments correctly reach the steer check.
That check must read the payload of each item event after the comment in
the run that was live, so it is the remaining cost. In normal operation
a comment sent to a live run has a deferred wake that carries it, so
stage one removes it.

## Risks

- Low risk. The predicate is the same conjunction of conditions. Only
the evaluation order and the probe shape change, and the benchmark
asserts complete-row equality on six fixtures and in both planner modes.
- Rows with the same `created_at` have no defined order, as before. The
benchmark uses distinct times so positional comparison is meaningful.
- `offset 0` stops PostgreSQL from turning these probes into joins. If a
task someday has a very large number of runs, each probe still uses the
company and issue indexes.
- Upgrade safety: this change reads saved run, wake and event state
only. It changes no persisted shape, run identity, or saved session, so
state saved by the previous release carries forward unchanged. A cutover
test is not applicable.
- Not verified on the hosted database. The local proof uses synthetic
data, and I did not capture a hosted plan. Confirm with a fresh query
statistics window after deployment.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use (shell,
file editing, local PostgreSQL) in Claude Code.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:12:02 -06:00
DottaandPaperclip b2a7d322ed test: preserve runner commit stall acknowledgement invariants (#20383)
Assert that stalled event commits do not advance acknowledgement or committed state. Clarify the limits of historical failure attribution. Preserve the production implementation already merged in #20385.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 18:04:00 -06:00
DottaandPaperclip b09f17fbfd fix(agents): repair queued setup through task connection cards (#20361)
## Thinking Path

> - Paperclip manages AI agents doing work for people.
> - Agent verification must finish before an accepted task can start.
> - A missing AI account default can prevent verification before a
provider starts.
> - Lifecycle policy treated that owned configuration refusal as a
temporary failure and retried each minute.
> - The accepted turn remained Queued without explaining the
prerequisite.
> - Park account configuration failures and reuse the task's existing
inline connection card.
> - Successful repair rechecks verification and releases the original
queued turn under its original authority.

## Linked Issues or Issue Description

**What happened?** An OpenCode agent selected the responsible user's
OpenRouter default, but that default did not exist. Verification retried
unchanged configuration indefinitely and its accepted task stayed
Queued.

**Expected behavior:** Preserve accepted work, explain the setup
prerequisite, and let the appropriate person repair it using the
existing task connection UI. Completion must verify the agent before
starting the same queued turn. Genuine pause, approval and access gates
remain effective.

**Reproduction:** Create an OpenCode Runner agent with a
responsible-user OpenRouter binding and no personal default; assign a
task while verification is pending. The base retries verification and
shows an unexplained queue.

Related: #18702 handles pending task connection recovery after account
repair. This PR handles the earlier agent-verification boundary. #20330
addresses a separate Codex governed-wait timeout and is already merged.

## What Changed

- Share owned account-selection failure evidence through a pure library
contract. Lifecycle policy parks those configuration failures with
fixed, redacted guidance; temporary infrastructure errors retain their
retries.
- Batch setup-state reads for unstarted queued turns. Distinguish manual
repair from automatic setup retries and preserve Stop, started/history
state and lifecycle holds.
- Reuse the existing `connection_intent` card, account selection and
completion APIs. Its controller-only `agentSetup` marker accepts only
never-started legacy turns; runtime tokens still require a running run.
- Address the card to the lifecycle verifier's account owner, preserving
the task's execution principal and private-task visibility. Attach
missing cards on admission, verification, startup and full recovery,
including retained retries and continuations. Repeated delivery and
publication remain bounded. A new queued turn supersedes the setup card
of a stopped turn; generic connection cards retain cross-run reuse.
- Recheck lifecycle verification after usable-account completion, then
release the existing turn through the normal readiness path. Preserve
decline, Stop, reassignment and changed setup-owner gates. Fence an
in-flight verification failure from overwriting a repair; add no
provider wake or recurring worker.
- Park owned account refusals during resume as well as initial
verification. Bind setup cards to the lifecycle operation, settle
obsolete deliveries, and keep explicit Retry guidance accurate.
- Reuse the router’s existing lifecycle pin for setup repair without
rerouting the task, advancing the pool cursor, or replacing its saved
binding. Legacy direct-account cards remain readable.
- Hide the incorrect Resume banner during setup, retaining genuine
manual/budget pause controls. Document the execution and retry contract.

## Verification

- Red: eight original behavior assertions failed on the base, including
the real selector's retry decision and the real batched queue
projection. Six owned selection cases failed classification.
Temporary-error presentation, different task/verifier users, retained
retry/continuation recovery and the setup Resume banner also have
failing-before/passing-after regressions.
- Green: 430 affected backend, lifecycle, shared-contract and UI tests
passed before the final review corrections. Subsequent focused runs
cover one inline card, real account selection/completion, duplicate
delivery/publication, verification before readiness, unchanged run
authority, private tasks, no extra provider wake,
decline/Stop/reassignment, company isolation, invalid runtime tokens,
transient retries and redacted diagnostics.
- Final setup/card and generic connection-service suites: 49 tests
passed. The stopped-turn case failed before the correction, then passed
with real account completion, the stopped source remaining cancelled,
and the replacement source remaining queued.
- After rebase, all 129 focused assertions passed. The local queue
suite’s 88 execution assertions passed repeatedly, but its
database-fixture teardown exceeded both 30-second and 120-second hooks.
An isolated queue case completed, and the setup/connection suites fully
passed. The original queue test and cleanup remain unchanged; broad CI
supplies the full-suite result.
- Server/UI typechecks, module boundaries, token gates and diff checks
passed. `pnpm verify --explain` requested broad CI because the
execution-contract document changed; no redundant full local suite was
substituted.
- Real source acceptance: macOS arm64, Node 26.4.0, isolated embedded
PostgreSQL and local board identity. Created an OpenCode/OpenRouter
agent and task through the API with no default. Admission retained one
unstarted turn and produced the existing inline Connect OpenRouter card.
The browser opened its credential form and closed it without entering
credentials. The same card/run persisted after server restart and
reload, with the setup label and no incorrect Resume. The browser also
reproduced Stop followed by a new queued turn retaining the stale card
on the prior head. On `12f609c98372fd1e50644028db75cfcc8deb210d`,
startup superseded the stale card and retained the same replacement
turn, with the original turn still cancelled and no provider execution.
- The earlier CI case-search failure also reproduces on exact base
`0e3fdebea8257bdff11573081c76b306f12db230` without this PR. Its repair
is now in master via #20371; this branch is rebased onto it and contains
no API-search changes.
- Staging's actual Runtime test returned “Connect an account and choose
your personal default” before provider startup. The original turn later
started independently on deployed code, then hit a separate
workspace-export failure. Automatic file recovery subsequently marked
that run successful; its task remains Blocked and the trial’s useful
output is unverified. This PR is not deployed; provider authentication
through its card and downstream publication remain unverified. No
account, credential, default, permission or binding was changed during
diagnosis.
- Previous revision review: Greptile 5/5 on
`12f609c98372fd1e50644028db75cfcc8deb210d`, with all four inline
findings addressed and resolved. [Full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42713494508)
on that revision: 59 successful checks, one neutral check and three
intentional skips, with no pending or failed checks.

- Latest revision `976bcae993805a8a2222395bbff9394f6791b424`: resume,
router and Retry-copy regressions failed before repair. Green: 92
lifecycle/setup/shared tests, 83 setup/generic-connection/router tests,
and 137 UI/shared tests. Server/UI typechecks, module boundaries and
token gates passed. [Full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42720731137)
on this exact revision: 59 successful checks and three intentional
skips, with no pending or failed checks. Greptile reviewed this head at
5/5; all six review findings are addressed and resolved. Real Stop/retry
acceptance retained the same replacement turn and current-operation card
through two actual server restarts, with no provider execution.

## Risks

- Known account configuration failures now require repair or explicit
Retry. Temporary failures keep automatic retries; accepted work and
authority remain intact.
- The projection adds one company-scoped batch read only for unstarted
queued turns. Card attachment examines at most 100 active candidates and
adds no timer, worker, schema or migration.
- The optional stored setup-card marker requires an aware reader during
rollback. No run/session/checkpoint identity format changes. Setup
presentation grants no access and cannot bypass verification or other
gates.

## Model Used

- OpenAI GPT-6 (Codex), with reasoning, tool use, code editing and test
execution. The exact serving model identifier and context-window size
are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-11-09 17:49:34 -06:00
DottaandClaude Opus 5.5 c985541a57 perf(db): index retry-exhaustion receipts for the attention scan (#20386)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The attention feed shows runs that failed after automatic retries
stopped
> - To find these runs, the feed reads every `heartbeat_run_events` row
of the company and filters the rows by a message prefix
> - Run output makes this table very large, so each feed request does a
large scan
> - On a hosted test database, this one statement used the most total
database time: 923 calls at a mean of 5 s (4,709 s in total)
> - Request authentication waits behind this background work, so all
users feel the load
> - This pull request adds a small partial index that holds only the
retry-exhaustion receipts
> - The benefit is that the same query reads a few index entries instead
of all company events

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The attention feed query that finds retry-exhausted runs
(`listAttentionExhaustedRuns`).

**Subsystem affected**
Server attention feed and the `heartbeat_run_events` table schema.

**Current behavior**
The query reads all company rows in `heartbeat_run_events`, filters them
by `event_type = 'lifecycle'` and the `Bounded retry exhausted` message
prefix, and then joins the few matches to failed or timed-out runs. The
cost grows with all run output. It does not grow with the number of
exhausted runs.

**Proposed behavior**
A partial index holds only the matching receipts. The query plan reads
the index and joins a few rows. The query text and the result do not
change.

**Reason and benefit**
The scan was the most expensive statement by total time on a loaded
hosted database. A local reproduction shows a 54x faster query and about
116x fewer buffer reads.

**Breaking changes**
None. The API, the feed rows, and their order do not change.

## What Changed

- Add the partial index `heartbeat_run_events_retry_exhausted_idx` on
`(company_id, run_id, id DESC)`. The index covers only rows where
`event_type = 'lifecycle'` and `message like 'Bounded retry
exhausted%'`.
- Add migration `0454`. It uses `CREATE INDEX CONCURRENTLY IF NOT
EXISTS`. The migration runner runs it as a top-level statement, the same
as migrations 0432, 0436 and 0450.
- Add a regression test. It pins the row order (newest run first, then
the newest receipt on a tie) and the latest receipt per run. It also
checks that the query plan can use the new index. If the query predicate
changes so that the index no longer applies, the test fails.
- Add `scripts/benchmark-exhausted-run-attention.ts`. It measures the
same query with and without the index, and the time to build the index.
- Document the index in `doc/DATABASE.md`.

## Verification

Cause and thesis. The scan cost comes from reading all company events,
not from the few exhausted runs. Thesis: an index that holds only the
receipts makes the query cost depend on the number of receipts, and
keeps the result identical. The benchmark below confirms the thesis.

Rejected alternative without a migration. I first tried a LATERAL lookup
that starts from the failed and timed-out runs. On the same fixture it
was about 2x slower (median 379 ms against 194 ms). It reads the full
event history of each failed run with random I/O, and that costs more
than one sequential scan.

Local SQL benchmark (the SQL that the service generates; same SQL with
and without the index):

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-exhausted-run-attention.ts --runs=30000 --events-per-run=100 --samples=9
```

Fixture (synthetic): one company with 30,000 runs (3,819 failed or timed
out) and 3.0 M events, plus a decoy company with 0.5 M events. The table
is 1.4 GB. About 5% of events are `lifecycle` events. Events of 20
concurrent runs are interleaved. 1 in 23 runs has a receipt, some runs
have two receipts, and output decoys contain the prefix. Two agents are
terminated. Embedded PostgreSQL 18.1 on an Apple laptop. The hosted
database is Neon with different compute, so the absolute times are local
SQL measurements only.

The script runs two cycles (without index, then with index; then with
index, then without index) to expose cache bias. Each measurement has 2
warmups and 9 samples.

| Query | Without index | With index | Samples and spread | Output check
|
| --- | --- | --- | --- | --- |
| `listAttentionExhaustedRuns` | median 157 ms (96–1,271 ms) | median
3.3 ms (2.2–5.7 ms) | 18 each | 133 rows, positional rows equal in all 4
measurements |
| Buffers (EXPLAIN ANALYZE) | 127,743 blocks | 5,580 blocks | | plan
uses the new index (asserted) |

Speedup: 48x (median), on head `ae6037b2a0` (the same SQL and index as
the final head). The machine was under heavy load from other work, so
the spread without the index is wide. An earlier run on the first head
gave 248 ms against 4.6 ms (54x). Index build (`CREATE INDEX
CONCURRENTLY` from the migration file): 1.7 s and 2.5 s for the 1.4 GB
table. Index size: 152 KiB.

Review fix: the query now writes `event_type = 'lifecycle'` as a SQL
literal, not a bound parameter. With prepared statements, PostgreSQL can
reuse a generic plan. A generic plan cannot prove that a bound parameter
matches the index predicate, so it would not use the index.

Tests:

- `cd server && npx vitest run src/__tests__/attention-service.test.ts`:
44 passed. The new test checks a fresh plan and a forced generic plan
(`plan_cache_mode = force_generic_plan` with `PREPARE`). It failed with
the bound `event_type` parameter and with a changed message prefix
(confirmed red), and it passes with the fix. Locally, the file's
`afterAll` database cleanup hook timed out on a heavily loaded machine
(load average about 28). The timeout also occurs when the new test is
excluded.
- `pnpm --filter @paperclipai/db check:migrations`: passed.
- `pnpm --filter @paperclipai/db typecheck` and `pnpm --filter
@paperclipai/server typecheck`: passed.
- `pnpm verify`: see the CI results for this head.

## Risks

- Migration time. A concurrent index build reads the full
`heartbeat_run_events` table and does not block writes. Locally, the
build took 1.2–2.5 s for 1.4 GB. The time grows linearly with the table
size. I did not time the build on a production-size clone. On a database
with a 5 s full company scan, I estimate the build at tens of seconds,
which is in the 1–2 minute budget. This estimate is not proven.
- If the build stops, PostgreSQL can leave an invalid index. The
migration runner repairs invalid concurrent indexes when it runs again,
and `IF NOT EXISTS` makes a rerun safe.
- The index predicate must stay textually equal to the query predicate.
If someone changes the message prefix or binds a predicate value as a
parameter, the planner cannot use the index. The new test catches both
cases, for fresh and generic plans.
- Each new receipt writes one more small index entry. Receipts are rare,
so the write cost is very small.
- The hosted improvement is not verified until deployment. After
deployment, compare a new query-statistics window for this statement.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL). Standard
context window and reasoning mode.

## 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>
2026-11-09 17:37:20 -06:00
DottaandClaude Opus 5.5 c57cd1bdb9 perf(server): read plugin lifecycle inbox heads in one pass (#20405)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Plugins get agent, project and agent runtime changes from the
`resource_lifecycle_events` journal. Each plugin acknowledges events one
resource at a time.
> - The inbox page query checked each unacknowledged event against all
older events of the same resource. Each check walked the acknowledged
history of that resource.
> - Agent runtime streams get a new event for each configuration change,
so one resource can have thousands of acknowledged events. The cost grew
as pending events times acknowledged history.
> - On a hosted instance, three copies of this read ran for 601 seconds
each, and one earlier copy ran for 19 minutes. The delivery worker runs
it again after each acknowledgment.
> - This pull request selects the head of each resource in one pass and
keeps the same result.
> - The benefit is that the page read is linear in the company journal
size. In local tests it is 250x to 660x faster, and the result rows are
equal.

## Linked Issues or Issue Description

**What happened?**
The plugin lifecycle inbox page query (`select "id", "company_id",
"resource_type", "resource_id", "action", "created_at" from
"resource_lifecycle_events" where ...`) ran for 601 seconds on a hosted
database. Three copies were active at the same time.

**Expected behavior**
A lifecycle page read must stay fast when a resource has a long
acknowledged history and a pending backlog.

**Steps to reproduce**
1. Give a company 40 agents with 1,500 `agent_runtime` events each.
2. Acknowledge the first 1,200 events of each agent for one plugin.
3. Call `pluginLifecycleInbox(db, pluginId).list(companyId, 100,
undefined, ["agent", "project", "agent_runtime"])`.
4. The read takes about 10 seconds for 60,000 events of that company. At
200,000 events it takes about 6 minutes.

**Paperclip version or commit**
`02bfe71a6b` (master).

**Deployment mode**
Hosted (PostgreSQL). Local repro uses embedded PostgreSQL 18.

## What Changed

- `server/src/services/plugin-lifecycle-inbox.ts`: `list` now selects
one head per resource with `DISTINCT ON (resource_type, resource_id)`.
The head is the unacknowledged creation, else the oldest unacknowledged
event. Then the query applies `afterId`, id order and the limit. This is
the same set that the old `firstForResource` predicate admits.
`acknowledge` keeps the old predicate for its single-event check.
- `plugin-lifecycle-inbox.ts`: new `hasPending(companyId, types)`. It
returns whether any unacknowledged event exists. Each resource with an
unacknowledged event has a head, so this gives the same answer as
`list(companyId, 1).length > 0`.
- `server/src/services/plugin-lifecycle-delivery.ts`: the idle-sleep
journal check uses `hasPending`. This keeps its early exit. A one-row
`list` page would read the full journal.
- `server/src/__tests__/resource-lifecycle-events.test.ts`: new database
test for heads across acknowledged history, a creation recorded after
transitions, acknowledged gaps, shared ids across resource types,
per-plugin progress, another company, `afterId` pages, limits,
`hasPending`, and the next head after an acknowledgment. The test also
passes on the old query, so it locks the contract.
- `scripts/benchmark-plugin-lifecycle-inbox.ts`: new benchmark. It loads
the baseline service from git, runs both on the same fixture, alternates
order, asserts equal rows, and prints plans.
- `doc/DATABASE.md`: describes the read cost and the benchmark command.
- No schema change, index or migration.

## Verification

Thesis: the old read cost is (unacknowledged candidates) x (acknowledged
older events per resource), because each candidate walks the
acknowledged prefix of its resource. One pass that keeps the
per-resource head removes that product and returns equal rows.

Baseline plan at 220,080 events: 40,020 candidates each walked about
3,999 older rows, which gave 160,039,980 acknowledgment probes and
562,140,833 buffer hits. The treatment plan reads the journal once with
a hash anti join and sorts the 40,020 unacknowledged rows (3,925 buffer
hits).

Local SQL timings (embedded PostgreSQL 18, Apple Silicon; event counts
include a 20,000-event second company, synthetic data, warm cache, one
warmup, order alternates):

| Fixture (events / acknowledged) | Case | Before median | After median
| Samples (after) | Speedup |
| --- | --- | --- | --- | --- | --- |
| 40,060 / 16,040 | page of 100, all types | 3,263 ms | 13.1 ms | 3
(12.0-14.1) | 250x |
| 80,080 / 48,060 | page of 100, all types | 10,137 ms | 23.9 ms | 5
(22.7-32.6) | 424x |
| 220,080 / 160,060 | page of 100, all types | 355,718 ms | 538 ms | 3
(72-785) | 662x |
| 1,020,080 / 960,060 | page of 100, all types | not run (est. > 30 min)
| 1,682 ms | 7 (1,203-2,384) | - |
| 80,080 / 48,060 | page of 100, agent and project only | 1.5 ms | 1.6
ms | 5 | neutral |
| 80,080 / 48,060 | idle-sleep check | 14.5 ms | 13.8 ms | 5 | neutral |
| 1,020,080 / 960,060 | idle-sleep check | not run | 406 ms | 7 | - |

- Result rows are equal (`assert.deepEqual` on all mapped rows, in
order) for each case where both versions ran.
- The agent runtime revision read in `plugin-agent-runtime-state.ts` and
`agent-file-store.ts` (`select id ... order by id desc limit 1`) uses a
backward index-only scan and reads 5 buffers at 1M events. It is not
changed.

Commands:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-plugin-lifecycle-inbox.ts --baseline-ref=02bfe71a6b --agents=40 --per-agent=1500 --acked=1200 --samples=5
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-plugin-lifecycle-inbox.ts --baseline-ref=02bfe71a6b --agents=40 --per-agent=25000 --acked=24000 --samples=7 --treatment-only
cd server && npx vitest run src/__tests__/resource-lifecycle-events.test.ts src/__tests__/plugin-lifecycle-delivery.test.ts src/__tests__/agent-runtime-hooks.test.ts
```

- `resource-lifecycle-events.test.ts`: 28 passed.
`plugin-lifecycle-delivery.test.ts`: 40 passed (includes idle-sleep
"none" and "present"). `agent-runtime-hooks.test.ts`: 22 passed.
- `tsc --noEmit -p server`: pass.

## Risks

- The page read is still linear in the company journal size, because
acknowledgments are per plugin and the journal has no retention yet. At
1M events a page takes about 1.7 s locally. Each acknowledgment wakes
another full pass. A per-plugin cursor or retention can remove this
later.
- The planner can choose a different plan on the hosted database. The
local plans use a hash anti join and one sort. The hosted improvement is
not yet measured.
- `acknowledge` still checks one event against older events of its
resource. That check is linear in that resource's history per call, as
before.
- Low behavior risk: the new test passes on both the old and new
queries.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL). Extended
reasoning on.

## 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>
2026-11-09 17:37:14 -06:00
DottaandPaperclip 199670ba99 fix(accounting): prevent usage receipt stalls during streamed run updates (#20385)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Runner commits usage receipts before it acknowledges retained
events.
> - Usage receipts and streamed run logs update the same run row.
> - A repeatable-read snapshot can become stale before the receipt
writer locks that row.
> - Continuous log writes can exhaust all accounting retries and stall
the retained event.
> - This pull request uses the existing run lock with READ COMMITTED for
standalone receipt writes.
> - Other accounting operations keep their consistent snapshot. Stall
diagnostics retain safe nested error codes.

## Linked Issues or Issue Description

Related: #20235.

**What happened?**

A hosted native run stopped on a retained usage event. Its diagnostic
reported `Error at source seq N`. The saved outbox and accounting
records locate the failing delivery boundary. Traces show repeated
accounting transactions while streamed events still updated the run row.
The historical inner exception is unavailable.

A controlled PostgreSQL reproduction proves a matching defect: a run-log
append after company validation makes the receipt writer's
repeatable-read snapshot stale. Repeated appends exhaust all four
retries with SQLSTATE `40001`. This is a demonstrated failure mechanism;
attribution of the historical incident remains an inference.

**Expected behavior**

Commit the receipt under its existing run-row lock despite concurrent
run-log writes. Observe concurrent finalization and preserve
late-receipt debt. Keep duplicate receipts idempotent and reject
conflicting or cross-company receipts.

**Steps to reproduce**

Run `server/src/services/usage-receipts-read.test.ts`. The concurrency
regression uses real PostgreSQL and the production run-log append
function. It commits a log append after company validation and before
the receipt locks the run. Before the repair, the receipt rejects with a
wrapped `40001` after four attempts. After the repair, it commits once.
The finalization variant verifies that a newly settled run receives
late-receipt debt without replacing settled state.

## What Changed

- Allow aggregate-lock-protected accounting writers to select READ
COMMITTED. Keep repeatable read as the default.
- Use READ COMMITTED only for standalone usage receipt writes. Keep the
existing run lock, immutable receipt journal, replay checks and
transactional budget-work publication.
- Add PostgreSQL regressions for concurrent log appends, concurrent
finalization, duplicate delivery and the unchanged default snapshot.
- Read the outer event-commit error and at most three nested causes for
an existing safe error code. Exclude exception messages and SQL.
- Document receipt isolation and bounded stall diagnostics.

## Verification

- Red: the production receipt writer exhausted four retries with
PostgreSQL `40001` under controlled concurrent run-log appends.
- Red: wrapped database and transport stall diagnostics returned `Error`
instead of `40001` and `ECONNRESET`.
- Green: Runner control-plane tests passed all 207 cases. All 68 server
assertions passed across receipt reads, native usage delivery and cost
accounting. Cost-accounting teardown exceeded its 30-second limit twice
on this loaded host, after all 28 assertions passed. The workspace
project retained its configured 30-second hook limit despite the CLI
override. This is a local suite cleanup failure, not a passing suite;
the same revision passed the complete server suites in CI.
- Server layered TypeScript checking passed, including source and test
layers. Runner TypeScript checking passed. Server checks cover
`ccfe3bdeb1ab88537a03fd6af9044f66863939a5`; the unchanged Runner checks
cover its parent.
- Local environment: macOS arm64, Node 26.4.0, disposable embedded
PostgreSQL. Native usage-delivery tests use the real Rust receiver.
- CI at `ccfe3bdeb1ab88537a03fd6af9044f66863939a5`:
[build](https://github.com/paperclipai/paperclip/actions/runs/42714760702/job/129493568428),
[typecheck](https://github.com/paperclipai/paperclip/actions/runs/42714760702/job/129493568367),
native Runner integration, browser shards and all nine serialized server
groups passed. All 12 general server shards passed in the [full
run](https://github.com/paperclipai/paperclip/actions/runs/42714760702).
Final rollup: 59 successful checks/statuses, three intentionally skipped
checks, no pending or failed checks.
- [Greptile reviewed this revision at 5/5 with no actionable
findings](https://github.com/paperclipai/paperclip/pull/20385#issuecomment-6753163397).
- Hosted evidence came from the task, run, saved sandbox outbox,
accounting receipts and traces. The run started fresh and did not cross
a deployment. No original agent turn was replayed.
- The hosted repair has not been deployed. The original task has not
been resumed. A fixed-revision remote-provider user journey remains
unverified.

## Risks

- READ COMMITTED changes snapshot timing for standalone receipt writes.
The run-row lock protects all mutable receipt/accounting reads and
serializes competing receipts and finalization. Other accounting
operations retain repeatable read.
- Receipt identity, replay conflict checks, company scoping, budget
publication, retry bounds and acknowledgement rules remain intact.
- No persisted format, provider identity or database schema changes.
Existing saved state needs no migration.
- Diagnostics inspect at most four objects and retain only the existing
identifier format, with an 80-character code limit.
- The reproduced race matches the incident boundary and timing, but the
original inner exception was not recorded. Rollout and live acceptance
remain necessary before incident resolution.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-11-09 17:35:13 -06:00
DottaandPaperclip bf818280f2 perf(workspaces): reserve cohort members concurrently (#20401)
## Thinking Path

> - Paperclip controls agent work and preserves its workspaces.
> - The online importer moves up to eight shared-source leaves under one
source fence.
> - Each member must have a durable reservation before capture starts.
> - Serial reservations repeat the same validation cost before any
archive work.
> - This pull request reserves members in parallel through their
existing independent transactions.
> - Every reservation finishes before an error can release the fence or
start capture.

## Linked Issues or Issue Description

Refs: #19873, #20387, #20394.

**Current behavior**

A measured six-member cohort spent about 110 seconds in serial
reservations. Each reservation keeps its existing source, task, recovery
and journal checks.

**Proposed behavior**

Start the bounded member reservations together. Join all outcomes,
retain member order, and refuse capture if any member fails. Keep the
exact partial-journal resume contract.

**Reason and benefit**

This removes serial metadata work before capture. Hosted speedup has not
been measured for this change.

## What Changed

- Replace only the cohort reservation caller loop with
`Promise.allSettled`.
- Preserve the existing per-member transaction, preassigned operation
ID, source fingerprint and all source fences.
- Extend the real PostgreSQL failure fixture to require overlapping
reservations and complete peer closure before fence release.
- Document the unchanged partial-journal and atomic publication
contract.

## Verification

- Canonical cached worktree preflight and plugin SDK prerequisites
passed on Node 24.22.2.
- The unchanged production baseline failed the new reservation overlap
assertion: one reader entered instead of two. The canonical PostgreSQL
wrapper cleaned up. The other 21 tests were intentionally not selected.
- The first baseline command failed before PostgreSQL because root-level
`tsx` resolution was absent. The corrected command uses the checkout's
explicit `cli/node_modules/tsx/dist/loader.mjs`.
- The four focused PostgreSQL controls passed before the final rebase:
overlap/join failure, exact partial-journal resume, parallel capture
with both cold restores, and atomic outer-commit rollback. Eighteen
tests were intentionally not selected. Server TypeScript passed.
- The final branch is based on merged #20394 at
`302ada90dfda0e8fbcd8a514d506d310c9843bcb`. The two directly affected
PostgreSQL reservation/resume controls passed again on final head
`06d436e45705da3b616a2b91725960f6e0ea52c0` (2 passed, 20 intentionally
not selected; 100.56 seconds). Server TypeScript passed again. The
canonical wrapper completed cleanup.

- The separate Ponytail review remains 4/5. Its nonblocking fan-out
warning was resolved as the documented phase contract; no source change
was required. Optional multi-error aggregation is outside this change.
- Fresh Greptile review is 5/5 on
`06d436e45705da3b616a2b91725960f6e0ea52c0`, with no actionable findings
or unresolved threads:
https://github.com/paperclipai/paperclip/pull/20401#issuecomment-6754025480.

- Exact-head CI is complete: 56 success, 4 skipped and 1 neutral, with
no failed or pending checks. Aggregate `ci / verify` passed:
https://github.com/paperclipai/paperclip/actions/runs/42718439355.
- Reproduce the final focused cases on Node 24: `node --import
./cli/node_modules/tsx/dist/loader.mjs
packages/db/src/test-postgres-command.ts pnpm exec vitest run
server/src/services/remote-workspace-cohort-migration.test.ts -t "joins
concurrent reservation validation readers|resumes the exact membership
after reservation stops halfway"`. Run `pnpm --filter
@paperclipai/server exec tsc --noEmit` for TypeScript.

## Risks

- API phase contract: `concurrency` limits capture workers. Preflight,
reservation and post-finalizer validation fan out over the exact
selected member set, with the canonical maximum of eight. The original
DB pool bounds connections. `concurrency: 1` does not promise one
metadata query or transaction at a time.
- Up to eight reservations can use independent pool connections at once.
Members that pass can leave durable journals when a peer fails. The
existing exact-member resume path retains those journals; this change
does not retry automatically.
- Capture and publication remain blocked until every reservation
settles. Publication stays serial in one transaction. Saved journal
schemas, singleton behavior and recovery proof checks do not change.
- This does not change concurrency inside the publication transaction.
One PostgreSQL connection serializes that SQL, and changing its row-lock
order has no measured benefit here.

## Model Used

OpenAI GPT-6 (Codex), with tool use and code execution. The runtime does
not expose a more specific model identifier 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>
2026-11-09 17:28:23 -06:00
Nicky LeachandClaude Opus 5.5 d95fdd8d79 feat(observability): span the unnamed gaps in run preparation (#20396)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before a task reaches the agent, the server prepares the run: it
reads the task, the workspace and the configuration, and then hands the
run to the native controller
> - With an OTLP endpoint, each preparation step emits a
`heartbeat.prepare.<phase>` or `native.controller.<phase>` span
> - On a hosted test deployment, 0.3 to 0.5 s of each `task.prepare`
sits between those spans, and about 0.5 s more sits between
`execution.dispatch_admission` and `native.coordinator.claim`
> - Nobody can say which step is slow in that time, so latency work in
this area is guesswork
> - This pull request adds spans around the existing awaited work in
those gaps, with the existing timing helpers and naming conventions
> - The benefit is that a trace of a slow preparation now names the step
that used the time

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The OpenTelemetry trace of task preparation. Today it has unnamed gaps
between the named preparation spans.

**Subsystem affected**
Server: heartbeat run preparation and the native controller
(`server/src/services/heartbeat.ts`,
`server/src/services/native-runtime/native-session-executor.ts`).

**Current behavior**
On a hosted test deployment (8 runs per group), `task.prepare` takes 2.6
to 3.4 s. Between `heartbeat.prepare.runtime_state` and
`heartbeat.prepare.run_identity`, about 0.25 s has no span. Between
`execution.dispatch_admission` and `native.coordinator.claim`, about 0.5
s has no span, and in one pair of runs it was 1.4 s. Nobody can tell
which step used that time.

**Proposed behavior**
Spans name the existing awaited reads and writes in those gaps. The
change adds no reads and records no content. The operator endpoint gate
and the no-operation behaviour stay.

**Reason and benefit**
Latency work in this area needs a measurement. With these spans, a trace
of a slow preparation names the step that used the time, so a fix can be
confirmed or rejected after deployment.

**Breaking changes**
None. The change adds span names to the closed list. It changes no API,
schema or behaviour.

**Additional context**
The server uses postgres.js, which the auto-instrumentation does not
cover, so database spans do not fill these gaps.

## What Changed

- `server/src/services/execution-preparation-timing.ts`: add the new
closed phase names.
- `server/src/services/heartbeat.ts`: add `heartbeat.prepare.*` spans
for `chat_retry_admission`, `workspace_selection`,
`dependency_readiness`, `issue_checkout`, `instance_settings`,
`workspace_context`, `project_context`, `plan_wake_routing`,
`routine_environment`, `responsible_user` and `execution_start`. The
re-reads of the issue after a checkout use the existing `issue_context`
name.
- `server/src/services/native-runtime/native-session-executor.ts`: add
`native.controller.*` spans for `attachment_staging`, `warm_restore`,
`span_persistence` (persistence of the preparation spans to the run log)
and `state_migration` before the coordinator claim.
- `doc/observability.md`: list the new spans.
- `server/src/__tests__/heartbeat-preparation-gap-spans.test.ts`: run a
real heartbeat through native preparation with an in-memory span
exporter. Check that each new span is emitted and that the new
preparation spans are children of `task.execution_attempt`.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `npx vitest run src/__tests__/heartbeat-preparation-gap-spans.test.ts`
(fails without the source change, passes with it)
- `npx vitest run
src/services/heartbeat/preparation-timing-context.test.ts
src/services/execution-preparation-timing.test.ts
src/services/native-runtime/native-session-executor.test.ts
src/__tests__/heartbeat-context-compaction-execution.test.ts`

## Risks

- Low risk. The change only wraps existing awaited calls. Values and
errors pass through the timing helper unchanged, and a checkout conflict
still reaches the same `catch`.
- Phases of 50 ms or more inside `heartbeat.prepare.*` are also written
to the run log, as for the existing phases. This adds a few run-log rows
on slow runs.
- Without an OTLP endpoint, the helpers keep their current no-operation
behaviour.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, test runs) and extended thinking.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 15:27:58 -08:00