Commit Graph
2647 Commits
Author SHA1 Message Date
DottaandPaperclip 96727b3cfe fix(server): schedule plugin jobs from saved deadlines (#17518)
## Thinking Path

> - Paperclip manages agents and plugin work.
> - Plugins can declare cron jobs with saved deadlines.
> - The existing scheduler queries for due jobs every 30 seconds, even
when none exist.
> - Empty queries keep an otherwise idle database active.
> - This PR uses the shared scheduler and committed job changes to
discover work.
> - Existing job and run rows preserve deadlines and execution history.

## Linked Issues or Issue Description

**What happened?**
The plugin scheduler on the base of this stack runs empty periodic SQL.
Its registration path also advances overdue timestamps. An empty
replacement manifest can leave removed schedules active.

**Expected behavior**
No recurring SQL when no eligible jobs exist. Configured jobs wait for
their saved deadline. Changes reactivate scheduling after commit. Work
remains protected through drain and shutdown.

**Steps to reproduce**
Start the plugin scheduler with no jobs. After startup, observe queries
during a three-minute idle window. The new PostgreSQL regression failed
on the baseline and passes with this change.

**Paperclip version or commit**
Stacked on #17510 at `4d15c08428`. Deployment: source checkout, local
PostgreSQL, controlled plugin RPC. Related: #7905 covers empty-manifest
sync; this migration requires that behavior on both activation paths.
#11571 proposes company-scoped jobs; this PR preserves the existing
instance-scoped job contract.

## What Changed

- Install the concurrency test barrier before due job notifications can
dispatch.

- Make dispatch the sole reservation owner and preserve retained or
concurrently committed results when unregistering a plugin.

- Replace the private interval with the existing shared deadline worker.
- Signal job definition and run changes inside their owning
transactions. No new tables.
- Wake from plugin registration and worker status events. Retain
explicit scheduler wakes received during drain.
- Preserve overdue work and initialize only missing or changed
schedules.
- Recheck claims under a job-row lock. Keep plugin calls outside
transactions and refill capacity on completion.
- Commit completion and schedule advancement together. Retry failed
persistence without repeating the plugin side effect.
- Track admitted calls through shutdown and synchronize empty manifests.

## Verification

This PR now targets master after #17510 merged as
`4e27a82a4265c01f3ab4f05aaecc010a0026de75`. The normal landed-parent
merge preserves the entire verified `df78ca3b5e` tree byte for byte;
only final publication docs change afterwards. The PR still differs in
its original seventeen paths and has no database schema or migration
change.

Primary test revision: `36be0bd73363680d7666d94ff5f1dd28b27f4235`, on
parent `ba80060407`. Final integration of parent `51668b8240` preserves
all plugin/runtime/shutdown sources from that proof and passes all 63
cases in complete plugin, approval-seeding and scoped-deadline suites at
`56ce7c1d2a`, plus server types/build. Only six parent seeding/doc files
changed; this is not a rerun of all eleven suites. Only the original
seventeen plugin-scheduling paths differ from that parent; all other
tracked files, including migration history, match it.

- **247 cases pass in eleven complete suites:** plugin scheduler,
shutdown, warm standby, plugin environment-driver readiness, delivery
coordinator, both retention workers, approval seeding, decision expiry,
scoped deadlines and startup. Server typecheck and production build
pass.
- The new real PostgreSQL lock test failed before the repair: shutdown
remained pending while the completion update waited for a held run row.
After repair, shutdown reports the statement timeout while the lock
remains held; retry after release commits the saved result with exactly
one plugin invocation. All 34 scheduler cases pass.
- Existing regressions preserve real committed schedule changes, saved
deadlines, manual/scheduled reservation, retained success and failure
results during unregister, completion/unregister lock order, independent
progress, rollback/outer commit, quiet configured states, drain/resume
and shutdown cleanup.
- The parent's complete seeding/producer run passed 522 cases at its
stated revision. Earlier duplicate reservations, overwritten retained
results, hourly-clock fixture failures and combined-stack CI/setup
failures remain recorded in `doc/idle-plugin-jobs.md`, its dated audit
and the stack ledger; they are not erased or recounted as this
candidate's tests.
- The completion timeout is transaction-local and defaults to thirty
seconds per PostgreSQL statement. It does not bound every
shutdown/network operation or make plugin side effects safe to replay.
No full local repository-suite or deployed host-sleep claim is made.

Commands: server Vitest for the eleven suites above; server
typecheck/build. Fresh exact-head CI, Greptile and Ponytail reviews
remain required before merge.

## Risks

- This uses process-local notifications. Independent SQL writers and
other replicas need their own wake integration.
- A run left unresolved after process loss is not automatically
replayed: the external effect may have occurred. Existing
lifecycle/operator reconciliation must resolve it. Live-process
settlement failures retry without replay.
- Job definitions remain instance-scoped. This PR does not implement
company-scoped job dispatch.
- Cloud's plugin sleep blockers remain. Internal deadlines do not add
durable external wake coverage or prove deployed sleep.
- The shared deadline helper now retains direct lifecycle wakes through
drain; existing coordinator and decision deadline consumers are tested.

## Model Used

OpenAI Codex, GPT-6-based agent, with repository tools, code execution,
and GitHub access. The exact serving model version 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>
2026-10-27 21:07:10 -05:00
DottaandPaperclip 39e811c9c5 fix(runner): prepare diagnostic proxy and reduce bundled skill queries (#17941)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native turns reconcile company skills and select verified remote
runtime packs.
> - Catalog imports repeat folder transactions for skills in the same
bundled category.
> - Diagnostic requests can also reuse an older image proxy that lacks
the phase collector.
> - This pull request reuses categories within one import and selects
the current proxy for fresh diagnostics.
> - Each import has its own category map, and recovery keeps its
admitted runtime identity.
> - The result is less preparation work and a runtime that can provide
the requested measurements.

## Linked Issues or Issue Description

Refs #17918.

**What happened?**

A hosted run retained `PAPERCLIP_OPENCODE_PERFORMANCE_DIAGNOSTICS=1` but
emitted no provider phase batch. Its saved pack authority selected an
older image proxy. The deployed server proxy contained the collector.
The image proxy did not. Bundled inventory reconciliation also repeats
folder transactions for skills in the same category. The paired local
benchmark exposes that preparation cost.

**Expected behavior**

A fresh diagnostic request must use a verified proxy that supports the
current collector. Bundled skill reconciliation should resolve each
category once per import.

**Steps to reproduce**

1. Use a protected image pack with the same OpenCode interface revision
and an older proxy hash.
2. Enable `PAPERCLIP_OPENCODE_PERFORMANCE_DIAGNOSTICS=1` for a fresh
remote run.
3. Observe that the current backend accepts the older proxy and cannot
emit the requested phase batch.

## What Changed

- Reuse each bundled category during one import. Every skill still runs
its existing validation, access lookup, value comparison, and write
path.
- Compare the installed proxy hash with the current build when a fresh
run requests diagnostics.
- Keep compatible-pack reuse for ordinary runs and exact admitted
identity for recovery.
- Cover selection through the real backend, including recovery after
diagnostics are enabled.
- Document runtime preparation costs and admission limits for diagnostic
requests.

The skill importer owns category reuse. The provider verifier owns the
artifact comparison. The native backend passes the resolved diagnostic
requirement at the existing admission seam. The changes stay in those
existing owners and share one latency investigation and rollout.

## Verification

- Before the fix, the new verifier and backend cases failed because both
accepted a stale proxy.
- After the fix, 63 focused cases passed in 8.10 seconds. They cover
normal reuse, current diagnostic proxy selection, stale proxy rejection,
selected ACPX profiles, and admitted recovery identity.
- 110 skill and folder service cases passed against isolated real
PostgreSQL databases. Only cluster bootstrap used the existing local
PostgreSQL service. Queries, migrations, authorization, file handling,
and transactions ran on their real paths.
- A paired benchmark used the same immutable skill snapshot,
authenticated actor, 170-skill inventory, and 3.5 ms delay in each
network direction. It checked every delivered file and executable bit.
Warm median fell from 3.319 s to 2.482 s (25.2%). SQL calls fell by 81
in each matched sample, from 241–243 to 160–162. The bundled phase
median fell from 2.596 s to 1.721 s. The final measurement uses commit
`37eac8d8de`; only the skill importer differs from baseline
`7951455073`. These local results are not hosted acceptance.
- `pnpm -r --workspace-concurrency=1 typecheck` passed with the pinned
pnpm 9.15.4 and a 6 GiB Node heap. Earlier attempts exposed a subprocess
toolchain mismatch, a local IPC restriction, and a fixture type error.
Each was corrected before the passing run.
- Module boundary and whitespace checks passed.
- `pnpm build` passed for all workspaces.
- `pnpm test:run` did not complete. Embedded PostgreSQL initialization
failed after repeated startup attempts. The owned test subtree was
stopped after preserving the failure log. This is not a full local test
pass. On final commit `37eac8d8de`, all 53 successful check contexts
passed; two optional Storybook checks were skipped. Greptile is 5/5 with
no unresolved findings. The draft awaits merge approval.
- The catalog change has a measured local gain. The proxy change fixes
missing phase capture. Real hosted response latency remains above the
target and needs a new matched measurement after delivery.

## Risks

The category map belongs to one import and one company. The importer
still resolves current skill data on every invocation.

Fresh diagnostic runs can prepare a current verified pack, which can add
startup time. Admission can fail when matching runtime assets are
unavailable. Ordinary runs keep the existing fast compatibility path.
Recovery keeps the already admitted identity, even if diagnostics are
enabled later. The operator endpoint gate, collector limits, and closed
span fields are unchanged.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, shell execution,
browser tools, and Honeycomb queries. The session does not expose a
verifiable backend deployment ID or context-window size.

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

Baseline `f6bc653f7f745adaafa26393852fb2f5a99256a4`.

**Deployment mode**

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

## What Changed

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

## Verification

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

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

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

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

Normal reproduction:

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:59:01 -05:00
DottaandPaperclip 4e27a82a42 fix(server): wake approval queue seeding from committed changes (#17510)
## Thinking Path

> - Paperclip manages work and human decisions for AI-agent companies.
> - Automatic decision queues store membership for pending attention
sources.
> - The old attention maintenance scan created that membership as a side
effect.
> - Moving approval retention out of the scan also removed approval
queue discovery.
> - Queue API consumers do not build the attention feed first, so they
can miss pending PR approvals.
> - This pull request gives approval queue discovery its own worker and
commit signals.
> - The worker becomes quiet after it saves every missing membership.

## Linked Issues or Issue Description

Refs #17497. Stacked on #17508, following #17505.

This is a correctness dependency for the approval retention migration in
#17497. Do not treat that migration as complete without this
queue-population path. A real PostgreSQL regression found no PR queue
when a pending approval had a linked PR work product and the maintenance
feed excluded approvals.

Related: #13364 proposes pruning stale seeded memberships. This PR
preserves existing membership retention and does not implement pruning.
#15149 documents the decision-queue APIs.

## What Changed

- Add an approval queue worker that selects missing PR-queue memberships
from existing durable records. Bound each pass to 100 rows. Continue
past failed rows and revisit them on retry.
- Reuse the queue service's seed writer through a normalized source
contract. Keep queue rules, uniqueness, and audit writes in that
service. Keep feed readers compatible.
- Wake from committed approval and link changes, issue/company
visibility, PR work-product changes and imports, and queue-rule changes.
Reuse the existing transaction boundaries.
- Recheck approval status under a row lock. Serialize queue-rule changes
with the seed writer. Preserve required recovery during drain and
shutdown.
- Register startup reconstruction under the existing maintenance switch.
Leave other attention-source seeding with its current owner until its
own migration.
- Document the complete producer audit and stack dependency. Add a
validated external PostgreSQL option to the existing queue route suite
so it runs on hosts without embedded database support.

## Verification

Current tested revision: `7948136ef8`. This PR targets master after
#17508 merged as `8406047b4e`. Normal ancestry reconciliation preserved
the complete tested integration tree, before the review repairs below.
Only the original 25 seeding paths differ from master, and database
schema/migration metadata is identical.

- **56 cases pass in the three complete affected suites:** 28 approval
seeding, 6 queue routes and 22 task-watchdog cases. Server typecheck and
production build pass.
- Three real PostgreSQL retry regressions failed then passed: new
matching arrivals cannot postpone a recovered failure indefinitely;
successful partial progress resets old failure penalties; an empty
cursor rollover does not reset outage backoff. Exact one- and two-second
retry assertions, eventual complete recovery and existing
capped-backoff/company isolation tests pass.
- Three genuinely empty external databases failed before setup repair
because tables were missing. Each suite now applies migrations itself.
All 55 cases passed on a second set of fresh databases; adding the final
rollover guard then passed all 56 cases using those now-migrated
fixtures. No production migration or table is added.
- The initial expanded fresh run passed 54 cases but failed a cleanup
expectation that omitted a required cursor rollover pass. The fixture
now permits that explicit continuation while preserving exact deadline
and complete-membership assertions. All failure records remain in
`doc/idle-approval-queue-seeding.md`.
- The prior integrated revision `4e725e2055` passed **522 cases in
fifteen complete producer/consumer suites**, plus types/build. Its
unchanged consumer code and historical deadlock, cross-company
amplification, backoff, gateway integration and setup evidence remain
documented; those counts are not relabeled as current acceptance.

Commands: server Vitest for approval queue seeding, queue routes and
task watchdogs; server typecheck/build. Fresh exact-head
Greptile/Ponytail reviews and all CI checks remain required. No full
local repository-suite, deployed suspension or cost claim is made.

## Risks

- Signals cover the supported in-process service writers. Independent
SQL writers and multiple server replicas need a separate notification
contract.
- The source predicate must stay aligned with unscoped attention
maintenance. The first linked issue, company scope, pending status, and
execution visibility are tested. A pending approval itself keeps its
linked external conversation active.
- Existing enabled seed rules can re-add manually removed matching
memberships. This preserves the old scan's behavior. Completed or
archived membership is not pruned.
- Queue seeding and retention are separate owners. Other attention
sources still need their own event-driven discovery before the aggregate
scan can be retired.
- This PR does not extend Cloud wake coverage, relax sleep admission, or
claim measured host/database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:33:01 -05:00
DottaandPaperclip 8406047b4e fix(server): schedule join request retention from durable deadlines (#17508)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:03:16 -05:00
DottaandPaperclip d23dd19750 fix(server): preserve terminal workspace cursors and retry deadlines (#17505)
## Thinking Path

> - Paperclip manages agent work and its execution workspaces.
> - Workspace recovery scans candidates and retains deadlines for
unfinished work.
> - Rounded database timestamps can prevent a scan from advancing.
> - Separate clock reads can give one retry obligation different
deadlines.
> - Repeated inspection must preserve both scan progress and the saved
retry time.
> - This PR keeps full cursor precision and computes each retry deadline
once.
> - Recovery can finish its scan and wait until work is actually due.

## Linked Issues or Issue Description

**What happened?**

Terminal workspace recovery can repeatedly inspect the oldest skipped
candidate when its timestamp contains microseconds. Eligible workspaces
behind it never reach cleanup. Separately, nested-clone migration and
isolated-repository rehome recovery use separate clock reads for their
retry gate and advertised deadline. A later inspection can move the
advertised deadline backward.

**Expected behavior**

Each bounded scan advances using the complete timestamp and ID. The
retry gate and advertised deadline represent the same saved time,
including when the clock advances between calls.

**Steps to reproduce**

For cursor starvation, place two skipped workspaces with microsecond
timestamps before an eligible terminal workspace and use a one-row page.
For deadline drift, inject a clock that advances one millisecond per
read, run disabled migration or rehome recovery, then inspect it again
before the retry time.

Stacked on #17497. Related cursor fixes #17479 and #17482 have separate
owners. This PR owns workspace recovery cursor and retry precision.

## What Changed

- Preserve the database timestamp as text in the private timestamp/ID
cursor.
- Compute one retry time per migration or rehome outcome and reuse it in
the existing maps.
- Test the cursor with real PostgreSQL microsecond timestamps and the
retry boundary with a deterministic advancing clock.
- Support validated disposable external test databases in the affected
fixtures, retaining embedded fallback.
- Document the evidence in `doc/idle-terminal-workspace-pagination.md`.

## Verification

Current test revision: `9d846c84e76c90893ab62a09548c11bbdb627771`,
followed by docs-only head `a34dc50de3`, which received both 5/5 reviews
and passing CI. This candidate normally integrates landed approval
retention `553a004926`. Every runtime and acceptance-test source matches
that tested/reviewed tree; only four independent Runner E2E accounting
files and the ledger differ. Migration metadata is unchanged. Existing
local checks are reused for their unchanged source; fresh final-head CI
and reviews are required against master. This remains the
terminal-precision duty.

- **136 cases pass** in four complete suites: execution workspace
service, terminal worker, isolated repository rehome and nested-clone
migration. Server typecheck and production build pass with the current
Runner vendor.
- The preceding `f0f0de1f6f` run also passed all 136 on three newly
created, unmigrated PostgreSQL databases. The suites themselves applied
migrations. The current run reuses those clean fixtures after
integrating the parent's approval wake repair; it is not presented as a
fresh-database run.
- The regressions retain real PostgreSQL microsecond timestamps and an
advancing clock. Before repair, skipped rows starved eligible cleanup
and early inspection moved a saved retry by one millisecond. Current
assertions preserve exact progress/deadline behavior; no timeout or
business policy is weakened.
- Earlier external-fixture setup tests failed with missing
company/restore-point schema. Their setup repair and red/green record
remain in `doc/idle-terminal-workspace-pagination.md`. This PR adds no
migration or new queue.
- Earlier stack integration receipts and failures remain in the stack
ledger and `doc/idle-approved-tool-recovery.md`; they are historical
parent evidence, not this head's acceptance. No full local repository
suite, deployed suspension, fleet cost or live provider qualification is
claimed.

Commands: server Vitest for `execution-workspaces-service`,
`terminal-workspace-work`, `isolated-repository-rehome` and
`nested-clone-migration`; server typecheck/build. Fresh exact-head CI
and Greptile/Ponytail 5/5 remain required before merge in dependency
order.

## Risks

The cursor remains private query state. Retry intervals, eligibility,
cleanup authority, and shutdown behavior are unchanged. No schema,
queue, external alarm, or additional polling loop is introduced. The
tests establish workspace recovery behavior, not host suspension or cost
savings.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 19:42:58 -05:00
DottaandPaperclip 553a004926 fix(server): schedule approval retention from durable deadlines (#17497)
## Thinking Path

> - Paperclip manages agent work and should become idle when it owes no
background work.
> - The attention feed archives old pending approvals under the existing
90-day policy.
> - The server rebuilds the feed on each maintenance tick, even when
approval state has not changed.
> - Some approvals have never been read, so retention rows alone cannot
define the work.
> - Approval records and committed eligibility changes define the real
deadline and wake triggers.
> - This PR gives approval retention its own deadline worker and reuses
the existing retention and archive-delivery contracts.
> - The approval lane stops idle scans while other attention sources
remain separate migration work.

## Linked Issues or Issue Description

Stacked on #17490. This PR owns approval retention only. Archive
notification delivery is already separated in #17475. Other
attention-source retention and remaining recurring server duties remain
in the stack inventory. The related-PR search found no overlapping
approval-retention worker migration.

**What existing behavior does this improve?**
Automatic archival of old pending approvals from attention.

**Current behavior**
The shared maintenance tick builds the attention feed for each active
company. That query discovers pending approvals and materializes
retention records before checking their age. An unchanged or empty
approval source is read repeatedly.

**Proposed behavior**
Reconstruct eligible approvals at startup. Schedule the earliest
approval activity timestamp plus 90 days. Wake after committed changes
to approvals, links, issue visibility, company activity, or retention
controls. Stop scheduling when no eligible approval remains. Archive
records through the existing version checks, audit writes, and
notification outbox.

**Reason and benefit**
Idle approval retention should generate no recurring SQL. Unseen
approvals still need eventual archival. A stale candidate must not
archive an approval that was resubmitted while the worker waited for its
source lock.

**Breaking changes**
None intended. The archive age, eligibility, keep controls, audit, and
notification policy remain. Normal attention reads still include
approvals. No Cloud sleep blocker is relaxed.

## What Changed

- Restrict tool-review signals to their existing terminal transition
owners (approve/reject/cancel). Creation/link/revision/resubmit signal
retention only.
- Coalesce retention notifications under one thirty-second aggregate
read budget. Known deadlines still preempt it; no notification or
durable deadline means no scan.
- Add a bounded approval-retention worker. It uses the shared deadline
coordinator and reads pending approvals directly.
- Share first-linked-issue ordering and execution visibility through
`approval-visibility.ts`, used by both the feed and worker. Preserve
actor-specific read filtering and locked archival rechecks.
- Materialize unseen approvals on demand inside manual
keep/archive/revive transactions. Use the saved activity timestamp and
existing versioned state; retain company scoping and rollback on
failure.
- Add awaited pre-write signals to approval, budget, tool, link,
visibility, company, and retention mutation owners. Preserve outer
transaction ownership; keep provider calls outside SQL wrappers.
- Narrow retention inputs to the source fields the existing service
uses. Signal materialization only for inserted or changed state so
unchanged reads converge.
- Exclude approval collection from the maintenance feed before its
query. Other source kinds remain in that sweep.
- Add the pending-only approval deadline index with concurrent,
idempotent creation. Keep the five newest migration snapshots.
- Add real-Postgres lifecycle tests and startup wiring tests. Enable
validated external test databases for existing attention and budget
suites.
- Document producer coverage, quiet conditions, recovery and remaining
scope in `doc/idle-approval-retention.md` and the stack ledger.

## Verification

Current test revision: `dd844f4e8cbbf1db681a774dc31cd552301bef48`,
followed by docs-only `3efda33812`, which received both 5/5 reviews and
passing CI. This candidate normally integrates landed Grok `2adcde162e`.
All runtime and acceptance-test sources are byte-identical to that
tested/reviewed tree; only four independent Runner E2E accounting files
and the ledger differ. Migration 0392 and the parent journal prefix are
unchanged. Local checks are reused for their unchanged source; fresh
final-head CI and reviews are required against master. This remains the
approval-retention duty.

- **315 cases pass** across eight complete suites: approval
retention/service, attention, decision retention, budgets, tool gateway,
server startup and scoped deadlines. All 30 real-PostgreSQL lifecycle
cases pass. Server production typecheck and build pass.
- **Four regressions failed before repair**: unseen young
keep/archive/revive returned 404; the manual keep rollback case could
not reach its update. They now pass. A failed keep update leaves no
retention row or audit; retry succeeds with one audit.
- Both linked-issue orders are checked against the feed: hidden
first/visible later is excluded; visible first/hidden later remains
eligible. The feed and worker use the same owner query, with actor read
filtering preserved.
- Generated concurrent/idempotent migration
`0392_small_frightful_four.sql` adds only the pending approval index.
Every historical parent SQL migration and all 390 parent journal entries
are unchanged. Five generated snapshots remain (0388–0392). Schema
drift, migration safety/numbering and actual fresh apply/replay on five
isolated PostgreSQL databases pass.
- Existing precision, transaction, drain/resume, failure fairness and
shutdown tests remain. Earlier transaction-stub, budget-import,
diagnostic-client and CI failures are recorded in the owning audit and
stack ledger; later passes do not erase them.

- Three additional real regressions failed before the wake repair:
ordinary mutations emitted tool-review signals in both resolution cases,
and sequential tenant writes caused repeated global reads. Tests now
prove terminal approve/reject/cancel signals and one aggregate
reconciliation per thirty-second window with a different company's
pending approval retained. The aggregate budget is stricter than a
separate per-company budget and matches the old default cadence; known
deadlines preempt it.
- The initial coalescing fixture expected the concrete pending-work hold
to clear before reconciliation; it now preserves that hold and measures
SQL. The first broad repair passed 313 cases but failed the existing
parked-review cancel case. The original cancel producer is restored; all
315 now pass without weakening assertions. At old head `5991f257bb`,
security was action-required and Greptile returned service error
`8fb1835c-e564-476b-b802-d5be164ea915`. Fresh repaired-head results are
required, not assumed.

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

Earlier stack verification below is historical evidence at the
explicitly named revisions, not this head's acceptance:

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/20557d2c3dd0949c734eaa8095fd78b9b07d7fd5/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Earlier published head: `20557d2c3dd0949c734eaa8095fd78b9b07d7fd5`. This
remains a single-duty PR stacked on #17490.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/76a49810c7ff403ae7720bef0d453747bd844731/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover the application database owner and its child pools.
Independent SQL writers and other active processes need an explicit wake
integration. Startup reconstructs committed durable state.
- The source row lock prevents stale approval-activity archival. It does
not add cross-table serializability for concurrent link, visibility, or
company-policy changes.
- Newly changed eligibility can wait up to the thirty-second
notification window, matching the former default maintenance cadence.
Saved deadlines still preempt; no new idle polling is added.
- Failed records retain recovery debt. Bounded cursor progress lets
later rows proceed without dropping failures.
- The shared retention transaction now groups materialization and
activity-version updates. Existing attention and retention consumers are
tested against PostgreSQL.
- Kept, archived, resolved or inactive-company approvals can become
quiet, but their supported mutations must retain their wake
notifications.
- The local scheduler cannot wake stopped compute. This PR neither adds
approval deadlines to Cloud's external alarm contract nor claims
measured host or database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 19:23:24 -05:00
DottaandPaperclip 2adcde162e fix(server): wake Grok dispatch from committed reservations (#17490)
## Thinking Path

> - Paperclip manages agent work and should become idle when no work is
owed.
> - Grok routine dispatch already persists each outbound intent before
delivery.
> - Its dispatcher starts a one-second timer whenever public MCP is
configured.
> - That timer queries settings even when Grok is disabled, and scans
dispatches when enabled but idle.
> - The reservation transaction and feature-setting transaction already
define when work can become available.
> - This PR connects those writes to the shared coordinator and retains
the Grok service's claim and delivery policy.
> - The worker becomes quiet without adding a queue table or replaying
uncertain sends.

## Linked Issues or Issue Description

Stacked on #17486. This PR owns only Grok routine dispatch. It does not
include decision retention or other remaining maintenance owners.
Related open Grok PR #17278 concerns Runner credential-lease fixtures,
not this dispatcher. The duplicate search found no overlapping
dispatcher migration.

**What existing behavior does this improve?**
Grok routine dispatch recovery in the server.

**Current behavior**
With public MCP configured, the dispatcher reads instance settings every
second, including when Grok is disabled. With Grok enabled, it scans for
prepared dispatches every second. The baseline regression observed three
queries in 3.2 seconds with Grok disabled.

**Proposed behavior**
Reconcile once at startup. Wake from committed dispatch reservations and
experimental-setting changes. Schedule another pass only while prepared
dispatches remain or reconciliation failed. Disabled and settled workers
perform no recurring SQL or provider calls.

**Reason and benefit**
Remove unnecessary tenant database activity while preserving dispatch
recovery, current authorization, provider outcome semantics, and
shutdown ownership. This follows the existing sleep-aware maintenance
direction; ROADMAP review found no competing dispatcher redesign.

**Breaking changes**
No public API or provider payload change. The internal dispatcher start
method receives the shared coordinator; that coordinator now owns
shutdown. Sending, accepted, unknown, and terminal dispatches remain
non-replayable. This does not extend Cloud wake coverage.

## What Changed

- Register the Grok worker with the existing coordinator; remove its
independent timer.
- Signal reservation and experimental-setting writes before commit.
Nested writes follow their outer transaction.
- Preserve ten-row batches, durable send claims, current authority
checks, and existing cancellation/uncertainty policy.
- Join admitted work during shutdown and leave later rows for restart.
- Add a concurrent, replay-safe partial index for prepared dispatch
lookup. Keep only the five newest generated snapshots.
- Reuse the existing real OAuth/agent/routine fixture for lifecycle
tests and add a validated external PostgreSQL test option.
- Document producers, recovery, quiet conditions, and remaining
host-sleep limitations.

## Verification

Test revision: `6d81746fe260ee879442e7e0c879cfe88c250c8e`, followed by
docs-only head `679f523d78`, which received both 5/5 reviews and passing
CI. This candidate normally integrates landed target `8dfed893d8`. Its
entire runtime and acceptance-test sources match that reviewed/tested
tree; only four independently merged Runner E2E accounting files and the
ledger differ, preserved exactly. Migration 0391 and the parent journal
prefix are unchanged. Local checks were not repeated on unchanged
runtime; fresh final-head CI and reviews are required.

- **273 cases pass** in nine complete suites: real-PostgreSQL dispatch
lifecycle, Grok qualification, server startup, scoped deadlines and all
five instance-settings suites. Server typecheck and production build
pass with the updated Runner vendor.
- The baseline disabled-feature regression failed with three SQL reads.
Existing lifecycle cases cover first reservation, restart,
non-replayable history, re-enable, outer commit/rollback, drain,
failure/retry, concurrent enqueue, paging, foreground send race, expiry,
settings commit/rollback, and shutdown.
- Generated migration `0391_third_roulette.sql` adds only the
concurrent/idempotent prepared-dispatch index. All 389 parent journal
entries are unchanged; five generated snapshots remain (0387–0391).
Migration safety/numbering, schema drift and actual fresh apply/replay
on two isolated PostgreSQL databases pass.
- The earlier 259-case selection and 40,000-row generic-plan probe
remain historical evidence: both unchanged queries used the partial
index, six shared buffers including the routine join, 0.032ms / 0.025ms
local execution. No new deployed suspension or cost claim is made.
- Earlier browser CI failed during agent-chat fixture restoration (lock
timeout/HTTP 500), followed by a test seeing the experiment left
enabled. Those failures remain recorded in the owning audit; they were
not dispatcher assertions. Later pre-reconciliation `a74305e2b4` checks
were terminal and green. Fresh CI and both 5/5 bot reviews are required
for this head.

Commands: server Vitest for `grok-dispatch-work`, `grok-bot-routine`,
`server-startup-feedback-export`, `scoped-deadline-work` and the five
`instance-settings-*` suites; server typecheck/build; DB migration
safety/numbering, snapshot drift and fresh migration apply/replay.

## Risks

- Signals are local to the shared database owner and its child pools.
Independent SQL writers and other replicas need explicit wake
integration. Startup recovers committed prepared rows.
- Disabled Grok retains prepared rows and resumes after a committed
settings change. This does not relax Cloud's binding/assignment/hold
guards.
- Existing send-error cancellation policy is preserved. Sending or
unknown outcomes are not reset or automatically replayed; this is not an
exactly-once delivery change.
- Shutdown awaits the current send within existing transport timeouts
and stops before the next row.
- The index adds write/storage cost but bounds queries independently of
completed history. Existing migration execution runs concurrent index
creation outside a transaction.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 19:07:53 -05:00
DottaandPaperclip 8dfed893d8 fix(server): wake decision target checks from committed changes (#17486)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Decisions can depend on strict references to other tasks.
> - A cancelled, deleted, or completed target can make a decision
obsolete.
> - The server currently scans open decisions on every maintenance tick
to find those changes.
> - The owning issue writes already have transaction boundaries that can
signal the change.
> - This pull request reconciles affected decisions after commit and
reconstructs open targets at startup.
> - Valid open decisions and completed history stop causing periodic
SQL.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Decision target invalidation. This is slice 12 of the recurring-server
sleep stack, based on #17482. TTL expiry is #17479 and continuation
delivery is #17478. Retention remains separate work.

**Subsystem affected**
Server decision policy, issue mutation and deletion, and startup wiring.

**Current behavior**
The aggregate sweep repeatedly reads open decisions and their strict
targets. It shares a maintenance tick with unrelated jobs even when
every target remains valid.

**Proposed behavior**
Committed decision creation and terminal issue updates request a scoped
check. Deletion requests a bounded full scan because its target links
can cascade away. Startup reconstructs open target state. Once
reconciliation settles, no target scan remains scheduled.

**Reason and benefit**
Remove normal empty polling without losing target invalidation,
transactional delivery, or restart recovery. Reuse existing decision
rows and target links instead of adding a table.

**Breaking changes**
No API or schema change. The main tick stops calling the combined
decision sweep after its four duties have separate owners. The public
combined method retains its default behavior.

**Additional context**
The initial decision implementation stored secondary links as well as
primary links. This migration does not assume a new legacy backfill.
Independent SQL writers still require an explicit signal integration.

## What Changed

- Replace the periodic target scan with committed-change activation and
bounded startup reconstruction. Keep the existing decision policy and
expiry/activity owner.
- Require production notifications to identify an issue or decision.
Before deletion, lock the issue and capture its linked open decisions in
the same company; emit their IDs before links cascade. This avoids
resetting full scans and fences concurrent proposal creation.
- Reuse that owner helper for issue removal and routine failure cleanup.
No linked decisions means no target signal. Remove company deletion's
ineffective global signal; its pre-existing restrictive decision foreign
keys remain unchanged.
- Retain PostgreSQL timestamp text in paging cursors so rows within one
millisecond cannot repeat indefinitely.
- Remove the unused combined internal decision sweep after its final
duty is split; exercise each owner directly in the existing behavioral
tests.
- Keep query policy and notification discovery in `decision-targets.ts`.
The coordinator registration contains lifecycle wiring only. Add no
queue table, per-route recovery wrapper or external-wake exemption.

## Verification

Current candidate normally integrates landed effect recovery
`e9e84bb8a1`. Its runtime and acceptance tests are byte-identical to
tested target head `85ce6545bf`; the only new source files are four
independently merged Runner E2E accounting files, preserved exactly. The
248-case/type/build evidence comes from test revision
`54936a919f36c2ea421e7ce8e15912b1105b8dcc`, followed by
documentation-only changes. Fresh current-head CI and reviews are
required. This remains the target-invalidation duty only.

- **248 cases pass** in all seven complete suites: 25 target, 80
routine, 54 decision, 26 effect-recovery, 20 expiry, 42 startup and one
scoped-deadline case. Database suites use separate migrated PostgreSQL
fixtures. Server production typecheck and build pass.
- **Four regressions failed before repair:** paging across microsecond
timestamps, deletion behind a full valid startup page, unnecessary
global work from unrelated deletion, and unnecessary work after deleting
an empty company. All four pass.
- A real concurrent proposal is observed waiting on the issue-row lock
between pre-delete discovery and deletion commit. Removing that lock
made the test fail because the proposal committed instead of waiting.
Restoring the implementation passes. The mutation was restored before
commit.
- Existing real producer tests cover commit/rollback, deletion with
scoped hints in one outer transaction, secondary targets, re-opened
tasks, valid/lenient history quietness, startup paging, failure retry,
drain/resume and shutdown. The routine failure case now requires no
signal when its cleanup has no linked decision.
- The earlier dropped-hint and drain-fixture failures remain in [the
behavior audit](doc/idle-decision-targets.md). Extra upstream
embedded-only tests attempted on the parent could not initialize
locally; CI must cover that environment. No new schema migration or
table is added.

The final review cleanup removes the combined internal `sweepExpired`
method, cursor, flags and unused target-policy export. A
repository/package/SDK audit found no remaining production caller or
public exposure. Behavioral tests now call the dedicated workers;
isolation tests prove TTL does not recover stale effects and effect
recovery does not expire open decisions. HTTP and plugin SDK contracts
are unchanged. The full 248-case selection passes after this cleanup and
parent reconciliation; types/build pass with the updated Runner vendor.


Current-head CI run 40602159553 (attempt 1) failed in the workspace CLI
group: company import/export startup exceeded its 30-second health
deadline, and the dense ZIP case exceeded its unchanged five-second
timeout. The preceding UI group passed all 4,169 cases. Both CLI files
and the transfer implementation are unchanged from the landed parent.
The complete ZIP-transfer file passes all 17 cases locally on this exact
head; the CLI startup E2E is skipped because the host's embedded
PostgreSQL bootstrap fails. This does not prove Linux startup locally.
The failure logs remain recorded; no timeout or assertion is changed.
One bounded retry of the failed jobs is requested after the workflow
completed. Its result and the current-head gates remain required before
merge.

Commands: server typecheck/build and Vitest for `decision-target-work`,
`routines-service`, `decisions-service`,
`decision-effect-recovery-work`, `decision-expiry-work`,
`server-startup-feedback-export` and `scoped-deadline-work`. Local
targeted acceptance does not establish deployed suspension or fleet
savings. Fresh exact-head CI and Greptile/Ponytail remain merge gates.

## Risks

- Deletion now holds the issue row lock while discovering dependent
decisions and completing the existing removal transaction. This is
needed to serialize new FK references. Provider calls are not placed
inside that transaction.
- Company deletion with decision-origin references still has the
pre-existing restrictive FK limitation. Removing the futile notification
does not implement a new company-data cleanup policy.
- Supported writers share the application DB owner and maintain existing
target links. Independent SQL writers, damaged links or multiple active
processes need their own wake contract; startup still reconstructs all
open targets.
- Cloud sleep blockers and durable external alarms are unchanged. Worker
quiet is not proof of deployed host/database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:53:50 -05:00
DottaandPaperclip e9e84bb8a1 fix(server): recover decision effects from saved claim deadlines (#17482)
## Thinking Path

> - Paperclip manages agent work and the decisions that authorize it.
> - A committed decision can leave effects unfinished after an
interrupted execution.
> - Recovery must preserve that debt without scanning settled history
forever.
> - Claims already store the state and time needed to schedule recovery.
> - A failed claim must get another attempt even while newer claims
arrive.
> - Malformed claims need a durable failure outcome instead of an
endless retry.
> - This PR uses committed signals, saved deadlines, and bounded
recovery rotations.

## Linked Issues or Issue Description

**What happened?**

Periodic decision maintenance queries for unfinished effects even when
none remain. A cursor that only wraps after a short page can postpone an
old failure indefinitely under continuous new work. Missing saved
deciders or chosen options can also leave non-executable claims scanning
forever.

**Expected behavior**

Open decisions and completed history produce no recurring
effect-recovery SQL. Committed claims wake recovery, and restart
reconstructs their deadlines. Genuine failures retain retries. Known
malformed outcomes settle with an audit and preserve completed effects.
Recovery must not invent authority, repeat committed effects, or lose
continuation delivery.

**Steps to reproduce**

Create an old failing claim with a one-row recovery page, then keep
adding newer due claims. Before the rotation fix, the old failure is
never revisited. Separately, recover a claim with a missing decider or
chosen option: the old implementation skips or throws on every attempt
without settling it. Creating an ordinary open decision also caused an
unnecessary effect scan.

Stacked on #17479. Other decision expiry, continuation, target and
retention duties have separate PRs in the stack.

## What Changed

- Coalesce sequential committed notifications for up to one second
without delaying already saved deadlines. This bounds instance-wide
recovery reads and adds no idle polling.

- Register effect recovery with the shared scheduler and
transaction-aware notifications. Derive deadlines from the existing
claim timestamp and recovery grace.
- Remove effect recovery from recurring aggregate maintenance when the
worker owns it. Preserve the explicit combined recovery entry point.
- Page within a frozen final timestamp/ID and retain PostgreSQL
precision at both boundaries. Failed claims and healthy later claims
both make progress.
- Load the current claim and derive recovery authority inside the shared
execution flight. Preserve foreground joining, current authorization and
per-effect locks.
- Recheck known malformed claims under a row lock. Save a failed
outcome, or partial when an executed effect receipt exists, with
`effectRecoveryError` and an atomic `decision.recovery_failed` audit.
Publish activity after commit and use normal continuation delivery.
- Avoid effect-recovery notifications for open-decision creation. Claim
and settlement writes retain their existing notification boundary.
- Add generated migration `0390_salty_killraven.sql`, the concurrent,
idempotent partial index for running-claim lookup. No queue table is
added.
- Cover quietness, transaction and lifecycle boundaries, retry fairness,
malformed outcomes, and concurrent repair. Document the contract in
`doc/idle-decision-effect-recovery.md`.

## Verification

Current candidate normally integrates landed expiry `3421366903`,
including expiry-only creation signals and all 21 independent master
changes. The test revision is
`dba8a79d1e1a5b97b8b5f6dac0f7c7837536531a`; the publication adds only
this evidence documentation.

- **143 current cases pass** across all 26 recovery, 54 decision, 20
expiry, 42 startup and one scoped-deadline cases. Server types/build
pass with the rebuilt Runner vendor (1,524 inputs and 1,563 outputs).
These results follow the landed dependency reconciliation; prior 69- and
141-case results remain historical evidence for their stated revisions.
- Generated migration `0390_salty_killraven.sql` adds the existing
running-claim partial index through the concurrent executor. All 388
parent journal entries are unchanged; five generated snapshots remain.
Schema drift, numbering/safety and actual migration apply/replay pass.
- Existing regressions exercise failed-claim rotation under sustained
arrivals, malformed decider/option outcomes, atomic audit failure,
row-lock repair races, current authority, foreground effect joining,
coalesced tenant notifications, transaction commit/rollback,
drain/resume, paging with PostgreSQL timestamp precision, and
shutdown/restart. Completed effects are not repeated.
- The first integrated run passed 140 cases and failed an overlap test
that assumed the effect deadline was the scheduler's earliest deadline.
Continuation coalescing now creates an earlier registered wake. The test
services that earlier wake before asserting the original effect grace
deadline; it still requires one shared effect flight, two lock attempts
including the test gate, one committed comment and one continuation. No
production timing was relaxed.
- Earlier red/green fairness, malformed-claim, notification
amplification and fixture failures remain recorded in [the owning
audit](doc/idle-decision-effect-recovery.md). Extra upstream
embedded-only tests attempted during parent integration could not
initialize locally; CI must exercise that environment.

- Previous candidate `f54a707d74` received both 5/5 reviews but its CI
server shard 6 was interrupted (run 40597921712). The step was
cancelled, with no failing assertion or suite summary, and the verify
gate also failed. No retry or passing claim was made for that run. The
necessary parent repair is included here; fresh CI and both reviews are
required.

Commands: server typecheck/build and Vitest for
`decision-effect-recovery-work`, `decisions-service`,
`decision-expiry-work`, `server-startup-feedback-export`, and
`scoped-deadline-work`; DB migration checks, schema snapshot drift and
real migration apply/replay. No full local repository-suite or deployed
sleep/cost claim is made. Fresh current-head CI and Greptile/Ponytail
are required before merge.

## Risks

Missing deciders and missing chosen options now produce durable failed
or partial outcomes instead of remaining running forever. Their audit
and receipts remain available; no effect executes under invented
authority. Only these known malformed states are settled this way.
Database, audit, and other execution failures retain retries.
Continuations retain their existing at-least-once delivery contract.

The supported writer model remains process-local notifications plus
restart reconstruction. Independent SQL writers and multiple replicas
gain no new wake protocol. Cloud admission and durable external alarms
are unchanged. These tests establish worker behavior, not deployed host
suspension or fleet savings.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:24:55 -05:00
DottaandPaperclip 3421366903 fix(server): schedule decision TTL expiry from saved deadlines (#17479)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Open decisions have a saved expiry time.
> - The main maintenance tick scans those times even when none is due.
> - Committed creation and resolution can maintain the actual next
deadline.
> - The existing scheduler can run expiry only when that deadline
arrives.
> - This pull request gives decision TTL expiry its own worker.
> - Terminal history becomes quiet while expiry and continuation
delivery remain recoverable.

## Linked Issues or Issue Description

Targets master after #17478 merged. This is slice 10 of the recurring
server work migration. It owns decision TTL expiry. Target invalidation,
interrupted effects, and retention remain separate migrations. The full
ledger is in `doc/plans/2026-10-24-recurring-server-sleep-stack.md`.

**What existing behavior does this improve?**

Time-based decision expiry in the server.

**Current behavior**

The combined decision maintenance sweep queries expired open decisions
on each tick. It mixes that query with target invalidation, effect
recovery, and continuation delivery.

**Proposed behavior**

Creation, bundle creation, and existing decision updates notify the
shared scheduler. A dedicated worker runs at the first saved open
expiry. Resolving an open decision removes its deadline. The combined
tick opts out of TTL selection while its other duties remain intact.

**Reason and benefit**

A future decision no longer requires repeated TTL queries before its
deadline. Terminal history and an empty decision table leave no
recurring TTL work. No queue table is added.

## What Changed

- Add an expiry owner for bounded due selection, next-deadline lookup,
and expiry settlement. Reuse it for expiry-on-use and the existing
target expiration transition.
- Use the central expiry-only creation notification before insert,
including bundles and caller-owned transactions. Update and terminal
transitions continue to notify expiry and continuation.
- Register the enabled-heartbeat TTL worker before decision
housekeeping. Preserve disabled-heartbeat behavior and the public
combined sweep's default batch limit.
- Honor `PAPERCLIP_DECISIONS_SWEEP_BATCH_SIZE` (default 100). Keep a
fair expiry/ID cursor across failures. Stop between candidates on
shutdown and reconstruct saved work after restart.
- Recheck open status and due TTL during settlement. Merge metadata and
persist activity atomically with expiry. Publish activity and deliver
continuation after commit. Handle exact timestamp equality.
- Continue successful overdue batches after one second through the
existing deadline adapter; preserve thirty-second failure retry and all
default callers.
- Add generated migration `0389_brave_hulk.sql`, an idempotent
concurrent partial index on open expiry and ID. Preserve five generated
snapshots.
- Add 20 real-PostgreSQL lifecycle cases and startup ownership
assertions. Document contracts and limitations in
`doc/idle-decision-expiry.md`.

## Verification

Current candidate: `aa03d2c4c25af4e6c2acf49d3160bbaf6ada030b`. This PR
targets master after #17478 merged. Creation now signals only its real
expiry obligation; terminal updates preserve continuation delivery.

- **117 current cases pass** across all 20 expiry, 54
decision/continuation, 42 startup and one scoped-deadline cases. Server
typecheck/build pass. Separate migrated PostgreSQL fixtures exercise
real transaction and notification behavior.
- Single and bundle creation each failed a regression before the
expiry-only signal repair: open rows unnecessarily notified continuation
recovery. Both now arm their saved expiry without a continuation signal.
Cancelling each row afterward still signals and delivers continuation
normally. The distinction is in the existing central notification owner;
there are no per-route flags or counters.
- **Three new real PostgreSQL regressions failed before repair:** a
configured batch of two was ignored, a successful 101-row backlog waited
for the thirty-second error retry, and an activity insert failure left
the row expired without its audit. All three pass. The audit failure
rolls back expiry; retry records one activity, preserves unrelated
metadata and wakes once.
- The shared deadline adapter has optional `continuationMs`. Only this
owner opts into one-second successful overdue continuation. Other
callers keep the previous default, and errors still retry after thirty
seconds. The archive consumer passes with the option absent.
- Migration `0389_brave_hulk.sql` is regenerated from the parent's
metadata. Parent SQL/journal entries are preserved, five generated
snapshots remain, schema drift and migration numbering/safety pass.
Fresh migration apply and replay pass.
- Lifecycle coverage includes first producer activation, future-deadline
quiet, terminal history, exact equality, commit/rollback, restart,
drain/resume, failed expiry and wake delivery, fair paging through
failed rows at PostgreSQL timestamp precision, shutdown and recovery.
- Failure accounting: the first full repair selection passed 113 cases
and failed a startup assertion that observed a pending follow-up
notification before reconciliation. The assertion now waits for the
exact saved future deadline, then still proves no early expiration.
Earlier fault-fixture and timestamp-cursor failures remain recorded in
[the behavior audit](doc/idle-decision-expiry.md). Extra upstream
embedded-only tests attempted on the parent could not initialize
locally; CI must cover that environment.

Commands: server typecheck/build and Vitest for `decision-expiry-work`,
`decisions-service`, `decision-retention-service`,
`server-startup-feedback-export` and `scoped-deadline-work`; DB
migration checks, snapshot drift and actual migration apply/replay. No
full local repository-suite or deployed sleep/cost claim is made. Fresh
current-head CI and Greptile/Ponytail remain required before merge.

## Risks

- Expiry uses `expiresAt <= now`; the old combined loop skipped exact
equality. The deadline boundary is now covered explicitly.
- TTL expiry records the TTL reason. Target-driven expiry preserves its
own reason. When both causes apply, the first terminal transition wins.
- Supported producers share the application DB signal owner. Independent
SQL writers or multiple active processes need a separate notification
contract. New deadline-edit APIs must use the existing helper.
- The index requires top-level concurrent migration execution. It is
registered with the migration owner and replayed in verification.
- Future in-process deadlines are not external Cloud alarms. Existing
sleep guards remain conservative. This PR does not claim host/database
suspension or measured savings.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:10:36 -05:00
DottaandPaperclip a63d19816f fix(server): wake decision continuations from committed changes (#17478)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A completed decision can owe a wake to the agent that proposed it.
> - The decision row already stores the pending continuation.
> - The main maintenance tick scans this debt even when no continuation
is ready.
> - Committed changes can activate recovery and leave settled history
quiet.
> - This pull request gives continuation delivery its own worker and
shares foreground delivery ownership.
> - Pending work stays recoverable without an unconditional continuation
scan.

## Linked Issues or Issue Description

Targets master after #17475 merged. This is slice 09 of the recurring
server work migration. Each PR owns one reason for background work. The
remaining inventory is in
`doc/plans/2026-10-24-recurring-server-sleep-stack.md`.

**What existing behavior does this improve?**

Decision continuation delivery and recovery in the server.

**Current behavior**

Foreground paths send a wake and clear a pending flag. The combined
decision sweep scans pending continuations on every maintenance tick. It
can overlap foreground delivery.

**Proposed behavior**

Terminal decision writes notify a dedicated worker through the existing
transaction boundary. Foreground and recovery calls share one in-flight
delivery per decision and DB owner. Recovery re-reads readiness, pages
past failures, and retries only unresolved debt or errors.

**Reason and benefit**

Open decisions, running effects, and delivered history no longer cause
an independent continuation scan. No queue table is added. Decision
expiry, target invalidation, interrupted effects, and retention remain
separate duties.

## What Changed

- Extract continuation readiness, delivery, and paged recovery into the
decision owner. Preserve the wake payload and at-least-once crash
behavior.
- Signal the ten decision update sites before SQL in their existing
transaction scope. Keep effects and wake calls outside those
transactions.
- Explicitly create the continuation obligation on all three
archive-proposal failure settlements, including recovered running rows
without inherited pending metadata.
- Serialize concurrent decision effect execution through final
settlement. Coalesce foreground and worker wakes. Re-read the durable
flag before sending. Fence effect completion to running state so
competing completion cannot restore acknowledged debt.
- Expose an opaque DB work-scope key. Child pools and nested
transactions share that identity; independent roots remain separate.
Existing signal consumers keep their behavior.
- Bound each recovery pass to 100 candidates, retain a fair cursor
across failures, and stop between deliveries on shutdown. Forward the
existing AbortSignal through the shared deadline adapter.
- Register enabled-heartbeat continuation recovery before decision
housekeeping. Remove only its independent scan from the main tick.
Preserve the public combined sweep and disabled-heartbeat behavior.
- Add generated migration `0388_ambitious_micromax.sql`, an idempotent
concurrent partial index for pending continuations, and keep five
generated snapshots.
- Add real producer, transaction, failure, concurrency, paging, quiet,
and shutdown tests. Document ownership and remaining limits in
`doc/idle-decision-continuations.md`.

## Verification

Current candidate: `18f682863cadb91281a86b4da2553a4579ee054a`, normally
integrated with landed archive squash `5785090ff1`. All 31 independent
incoming master files are preserved exactly, including
controller-authority recovery. All 97 decision/startup/deadline cases
plus server types/build pass after the required Runner vendor rebuild.
The preceding full five-suite selection passed 293 cases; the
continuation owner behavior is unchanged by master reconciliation.

- **97 cases pass at this master integration** across decision, startup
and scoped-deadline suites, plus server types/build. The preceding
parent candidate passed the full 293-case
decision/gateway/archive/startup/deadline selection; those results
remain evidence for that revision. All selected cases executed with
separate PostgreSQL fixtures where needed.
- Tenant-driven global scan amplification reproduced six sweeps for six
sequential real cancellations. Existing thirty-second notification
coalescing now permits one recovery sweep per window while retaining
pending work. The first green fixture wrongly expected the intent hold
to clear before coalesced reconciliation; the hold remains and quiet is
checked after settlement. Foreground delivery stays immediate.
- The archive contention test uses a signaled dedicated
single-connection read and two FIFO SQL round trips instead of a fixed
delay. Removing effect coalescing makes it fail with two contender
reads; restoring production code passes. No production test hook was
added.
- **Three new real PostgreSQL regressions failed before repair**:
recovered archive proposals with invalid signatures, mismatched
manifests or archive execution failures and no inherited pending flag.
Each now persists failure, wakes once, acknowledges continuation
delivery and remains quiet on replay. Running-state fencing is
preserved.
- The unmerged continuation index is regenerated as
`0388_ambitious_micromax.sql` after parent migrations 386/387. All
parent journal entries are unchanged, five generated snapshots remain,
numbering/safety and snapshot/schema-drift checks pass. Fresh database
migration apply and replay pass; the concurrent index is valid.
- Existing lifecycle coverage includes foreground/worker coalescing,
child pools, transaction commit/rollback, failed acknowledgement,
restart, drain/resume, shutdown and fair 100-row recovery. Earlier
bounded-pass and concurrent archive-result regressions and their repairs
remain recorded in [the owning behavior
audit](doc/idle-decision-continuations.md).
- Failure accounting: the first combined command used an incorrect
retention fixture variable and skipped 15 cases. The corrected separate
external-PostgreSQL retention run passed all 15. The historical nine
embedded-only work-signal cases were not executed by this selection.
Extra upstream embedded-only suites attempted on the parent could not
initialize locally; they remain CI verification, as recorded in the
parent PR. Earlier reused-fixture, assertion and compile failures remain
in the behavior audit and stack ledger; they are not erased by later
passing checks.

Commands: `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter
@paperclipai/server build`, server Vitest for `decisions-service`,
`decision-retention-service`, `server-startup-feedback-export` and
`scoped-deadline-work`; `pnpm --filter @paperclipai/db
check:migrations`, migration apply/replay, and the generated
snapshot-drift test. Local targeted evidence does not establish a full
local repository run, deployed sleep or fleet savings. Fresh exact-head
CI and both automated reviews remain merge gates.

## Risks

- Notification-driven recovery remains global but is coalesced to thirty
seconds. This bounds request-driven scans; it does not introduce
company-scoped selection. Foreground delivery remains immediate.
- Delivery remains at least once. A crash or acknowledgement failure
after accepting a wake can send it again. Local coalescing is not a
cross-process claim.
- Supported writers share the application DB signal owner. Independent
SQL writers or multiple active server processes need a separate wake
contract. Wake-producing service methods do not gain a new guarantee
when called inside an uncommitted caller transaction.
- The concurrent index needs top-level migration execution; it is
registered with the existing migration owner and can be replayed safely.
- No Cloud sleep blocker or external alarm coverage changes. Worker
quiet does not prove deployed app or database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:44:51 -05:00
DottaandPaperclip 5785090ff1 fix(server): wake archive notification delivery from committed changes (#17475)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Auto-archive writes an existing notification outbox in its archive
transaction.
> - The maintenance sweep polls that outbox even when it is empty.
> - The committing producer can wake delivery. Saved rows and claim
timestamps can restore unfinished work.
> - This PR separates delivery from retention scanning and uses the
existing coordinator for retries and deadlines.
> - Settled delivery becomes quiet while archive and notification
behavior remain intact.

## Linked Issues or Issue Description

**What happened?**

The retention maintenance sweep calls archive notification delivery on
every tick. An empty outbox and retained delivered history still cause
database work.

**What did you expect?**

Committed auto-archive should wake delivery. Pending work and existing
claims should retain retry or expiry deadlines. Settled history should
cause no recurring delivery SQL.

**Steps to reproduce**

Start a configured instance with an empty or fully delivered archive
outbox. Leave it idle. The old maintenance tick still checks the outbox.

This is slice 08 of the sleep migration. It remains stacked on
projection repair #17468. Retention eligibility and scanning, decision
TTL expiry and decision continuation recovery have separate owners and
PRs.

## What Changed

- Notify archive delivery before the existing outbox insert in the
auto-archive transaction. Preserve outer transaction commit, rollback
and uncertainty handling.
- Register a delivery worker with the existing coordinator. Remove
notification delivery from retention sweeps.
- Keep claim recovery, selection, company/agent grouping and
timestamp-fenced settlement in the delivery service. Keep the existing
service API and payload.
- Count a notified group only when it settles rows. Use one timestamp
for failure reset.
- Add generated concurrent migration
`0387_boring_professor_monster.sql`. Its partial index matches pending
order: `last_attempt_at NULLS FIRST, created_at, id`. Add no table.
- Test real startup registration and prove a retention tick does not
send notifications. Preserve the disabled-scheduler no-notification
contract.

## Verification

Current candidate: `457c70fc6acbd681fcccd90d08b6391efb202bce`, normally
merged with pinned master `8161f2a813` after projection #17468 landed.
All 39 independent files from that master integration are preserved
exactly. Archive owner behavior and migration 0387 are unchanged.

- **58 archive/startup/scoped-deadline cases pass** after master
reconciliation. Server typecheck and build pass. The preceding
projection-parent integration passed all **239**
gateway/projection/archive/startup/deadline cases.
- All 385 parent journal entries remain an exact prefix, with own
migration 0387 appended; the five newest generated snapshots remain.
Generated index apply, replay, schema drift and real pending-order query
measurements passed in the prior owner verification.
- Failure accounting: the broader local command also attempted six
upstream heartbeat-session-preparation and 55 native control-plane
cases. The embedded PostgreSQL runtime was unavailable: the six
heartbeat cases skipped, and native setup failed before its 55 cases
could execute. This is an incomplete additional local check, not a
passing full run. The owning 58 cases passed with the existing external
fixture where applicable. CI must exercise its supported embedded
environment.
- The first independent-master comparison used the shared mutable remote
ref, which another worktree advanced during verification. Pinning the
actual merged master SHA confirms all 39 independent files match
exactly. No incoming source change was dropped.

The behavior audit in `doc/idle-decision-archive-delivery.md` records
earlier fixture failures, the stale-claim regression and the index
probe. Local tests do not prove deployed suspension or fleet savings.
Fresh current-head CI and both reviews remain required.

## Risks

- Delivery remains at least once. A wake accepted before an
acknowledgement is lost can be retried.
- Each pass keeps the existing 500-row limit. Failed or remaining
pending work retains the existing thirty-second retry. Saved delivery
claims retain their five-minute deadline.
- Auto-archive is the existing outbox producer. Manual archive/revive
and reviewed-manifest actions do not gain notifications.
- Signals use the existing single-active-writer database owner.
Independent SQL or another active server needs a wake contract.
- Concurrent index creation uses the existing top-level executor and
invalid-index retry path. Existing SQL and migration receipts are
unchanged.
- Cloud sleep guards and external-wake coverage do not change. Local
worker quiet is not proof of database or host suspension.

## Model Used

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

## Checklist

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


The final projection efficiency parent is integrated normally. All 239
affected gateway/projection, archive, startup and scoped-deadline cases
pass, with server typecheck/build. The archive owner behavior and index
remain unchanged. Fresh reviews and CI are required on this parent
integration.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:26:54 -05:00
Nicky LeachandPaperclip b5b9491f95 test(heartbeat): cover first resume with default workspace settings (#17948)
## Thinking Path

> - Paperclip manages AI agents and their tasks.
> - Task continuations reuse provider sessions when effective
configuration is unchanged.
> - Repository projects can inherit isolated workspace defaults from a
storage plugin.
> - Initial workspace binding must not change those defaults.
> - PR #17924 fixes policy resolution after binding.
> - Its regression supplied an explicit task strategy.
> - This pull request also tests unset task settings and an explicit
isolated mode.

## Linked Issues or Issue Description

Refs #17924 and #17447.

**What happened?**

On Core revision `e71a23c01c8af0e0b4cc5ac983d86886ba324239`, the first
continuation of a task with an inherited repository workspace reset its
provider session for `workspaceConfig`. The workspace was reused and its
configuration fingerprint did not change.

Session preparation runs before workspace binding. The first run
resolved the storage plugin's effective project policy. After binding,
`!boundSourceWorkspace` skipped that resolver and parsed the raw policy
instead. This dropped inherited provider and strategy fields from the
session fingerprint. The persisted change from unset task settings to
`reuse_existing` and `mode: isolated_workspace` exposed this path;
redundant task mode values are already normalized.

**Expected behavior**

Initial binding and two unchanged continuations retain the session and
workspace. Real effective policy changes still reset the session.
Explicit task settings and source-free tasks retain their behavior.

**Steps to reproduce**

1. Configure a default storage plugin with isolated Git worktrees.
2. Create a repository project with no explicit project policy.
3. Start a task with unset workspace preference and settings.
4. Continue the task twice.

**Paperclip version or commit**

The runtime fix is already merged in #17924 at
`0b65926822aacde48729f4b82a5c333f4cadf375`. This PR adds regression
coverage on that fix. It does not duplicate or relax runtime freshness
checks.

## What Changed

- Run the existing repository heartbeat regression with unset settings,
an explicit isolated mode, and an explicit strategy.
- Assert that binding persists the expected workspace preference and
mode. Each case checks two unchanged continuations and a real
policy-change reset.
- Make synthetic storage inspection return the branch prepared for that
workspace, so generated default branch names pass the existing branch
validation.
- Update the session verification recipe.

## Verification

- All 240 tests pass across `heartbeat-session-preparation.test.ts`,
`heartbeat-workspace-session.test.ts`,
`project-workspace-provider.integration.test.ts`,
`plugin-workspaces.integration.test.ts`, and
`plugin-fresh-workspaces.integration.test.ts`. Run them from `server/`
with `node ../node_modules/vitest/vitest.mjs run src/__tests__/<file>`.
- Restoring the benchmark revision's `!boundSourceWorkspace` condition
makes the unset-settings case fail on its first continuation: the
dispatched provider session is null. Restoring #17924 makes the complete
eight-case session suite pass.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- Full `pnpm -r typecheck` and `pnpm build` were attempted. Both stop at
Runner Rust checks because this host has no `cargo`. Full `pnpm
test:run` was started, then interrupted before its first group
completed. It is not counted as a pass; complete suite coverage is left
to CI. A separate server typecheck also stops at the missing Runner Rust
toolchain.
- Initial local attempts found stale cross-checkout dependency links and
sandbox restrictions on PostgreSQL/IPC. Isolated workspace links and
permitted local PostgreSQL resolved those prerequisites. The first new
fixture attempt failed branch validation because inspection returned a
hardcoded branch; the fixture now reports its prepared branch.
- Greptile scores current head
`5185e5e6443e0432b205a8ef63c5c878b9b74bdf` 5/5. Its check concluded
success and found no actionable issues. CI is still running.
- Tests use real PostgreSQL and heartbeat persistence with synthetic
provider execution. No live deployment or TTFT result is claimed.

## Risks

Low risk: this PR changes tests and the verification recipe only.
Runtime behavior, authorization, and configuration freshness remain
owned by the existing implementation. The local full checks are
incomplete as stated above. The benchmark deployment needs a revision
containing #17924 to receive the runtime fix.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:21:12 -07:00
DottaandPaperclip 8161f2a813 fix(server): wake tool-review card repair from committed changes (#17468)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tool requests and invocations store the execution outcome. Review
cards show that outcome.
> - The maintenance tick repeatedly joins these tables even when every
card matches.
> - Committed changes can wake repair. Existing rows can restore work
after restart.
> - A large company backlog also needs a bounded pass so other companies
and shutdown can proceed.
> - This PR uses the shared coordinator for scoped repair, continuation
and failure deadlines. Settled history becomes quiet.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans tool-review projections on every
tick. Matching terminal history still causes database work. A company
with many stale cards can also hold one worker in an unlimited drain.

**What did you expect?**

Relevant writes and startup should wake repair. Failed or unresolved
cards should retain recovery. Matching history should cause no recurring
SQL. Each normal worker pass should honor drain and shutdown.

**Steps to reproduce**

Start an instance with completed tool requests and matching cards. Leave
it idle. The old maintenance tick keeps querying for mismatches. A large
mismatch backlog also drains without a row limit or cancellation check.

This is slice 07 of the sleep migration. It now targets master after
#17458 landed. Related owners are pending expiry #17453 and approved
recovery #17454. Their execution duties remain separate from card
repair. The prior open-PR search found no duplicate projection
migration.

## What Changed

- Register company-scoped projection repair with the existing delivery
coordinator. Remove its recurring aggregate-tick scan.
- Signal through the existing review-write transaction owner and linked
interaction mutations. Ordinary unlinked confirmations do not wake
repair.
- Keep interpretation, locks, current-state checks, activity and
continuation callbacks in the gateway. A repair never repeats a provider
tool call.
- Limit each normal worker pass to 500 rows. Check abort and admission
between rows. Save company progress through truncated and failed passes
so blocked early pages cannot hide later cards.
- Schedule truncated work after one second. Back off unresolved cards
from thirty seconds to five minutes; fresh committed hints reset the
delay. Clear obsolete cursors after empty reconstruction.
- Skip repeated company discovery for scoped hints and the extra
candidate query on an empty sweep with no saved cursor. Attempted or
resumed passes still verify remaining mismatches because reflection
returns no settlement result.
- Add generated migration `0386_steady_epoch.sql` for the existing
`(company_id, interaction_id)` lookup. Use the existing concurrent-index
executor. Add no table.

## Verification

Current candidate: `d4706fbf2a04a00ade30181eb1bd9322e8455818`. All 222
cases in the full gateway/projection/interruption, startup and
scoped-deadline suites pass without skips after the query/retry
efficiency repair; server types and build pass. A single committed
company hint with matching retained history and a separate empty direct
sweep each perform one candidate query. The unresolved-card regression
failed before repair and now verifies backoff through the five-minute
cap, prompt producer activation and quiet after settlement. An initial
assertion incorrectly assumed an entire approval emitted one wake; its
separate real writes require isolating the single-hint measurement.

The earlier master integration `fe6e10629b` additionally established the
following evidence before this efficiency follow-up:

- **320 cases pass** across full gateway/projection/interruption,
startup, scoped-deadline, narrowed identity-read and authenticated
gateway HTTP suites. The HTTP selection includes all 81 cases.
- **Six real PostgreSQL regressions failed before their fixes:** pass
bounds, abort, drain, progress past unprojectable pages, progress past
failed pages, and first repair after empty reconstruction. The complete
owning selection passes all 220 cases.
- Server production typechecking and build pass. Generated index
migration, snapshot drift and numbering/safety checks pass. The five
newest snapshots remain; master journal entries are unchanged.
- A real missing-link query on 30,000 history rows changed from a
sequential scan that filtered all 30,000 rows and touched 429 buffers to
the new index with two buffers. Both treatments returned no rows.
- Normal master integration preserves 35 independent performance files
exactly. The gateway also retains master's narrowed identity read.

Commands include `pnpm --filter @paperclipai/server typecheck`, `pnpm
--filter @paperclipai/server build`, and server Vitest selections for
`tool-gateway-service`, `server-startup-feedback-export`,
`scoped-deadline-work`, `run-identity-projections`, and
`connection-management.integration`, with separate PostgreSQL test
fixtures.

[The behavior and failure audit](doc/idle-tool-review-projection.md)
records the producer contract, earlier fixture failures, index
measurement, red/green regressions and integration evidence. Fresh
current-head CI and Greptile/Ponytail remain required before merge.

## Risks

- Signals use the existing single-active-writer database owner. Another
replica or independent SQL writer needs a wake contract.
- An already issued database query or reflection finishes before
cancellation takes effect. Checks between rows bound further dispatch.
- Legacy manual/global and disabled-scheduler one-shot repairs keep
their complete-sweep behavior. The normal coordinator worker always
supplies its row budget and admission controls.
- Unprojectable cards and thrown failures retain recovery with a
five-minute backoff cap. The company mismatch query still grows with
terminal history. Empty history does not retain a recurring scan.
- The index migration uses concurrent creation and the existing
invalid-index recovery path. Prior SQL and journal entries remain
unchanged.
- Cloud sleep eligibility and external-wake coverage do not change.
Local worker quiet is not proof of host or database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:09:31 -05:00
DottaandPaperclip d40f9ac377 fix: enforce first-task completion decisions and retain E2E evidence (#17940)
## Thinking Path

> - Paperclip lets people delegate work to agents and approve proposed
work.
> - The onboarding first task asks for scope, proposes a task, and waits
for a human decision.
> - An answer to its opening question supplies scope. It does not
approve a proposal.
> - Task creation already checks the saved proposal decision.
> - Native completion used the general completion policy and could mark
the onboarding parent Done without that decision.
> - This PR checks the trusted decision before completion feedback and
again when the native status is committed.
> - The first task stays in review until a saved human decision permits
closure. Ordinary completion and acknowledged refusal keep their current
behavior.
> - The Product E2E guard also retains closed scalar evidence so future
failures show which boundary condition was observed.

## Linked Issues or Issue Description

Refs: #17914. Profile compatibility follow-up to #17922.

**What happened?**

A native onboarding run can submit a valid low-risk Done result after
only the opening answer. The native finalizer then marks the first task
Done even though no human has accepted or rejected a proposal.

**Expected behavior**

The opening answer must not permit completion. A trusted saved proposal
decision must permit it. A saved rejection permits acknowledgment and
closure, but does not authorize new work. A later pending proposal must
keep the task in review.

**Steps to reproduce**

Create a server-owned onboarding first task with an answered opening
question, no proposal decision, and a valid low-risk completion
contract. Pass a Done result through native completion feedback, the
control-plane port, and the finalizer. Before this fix, the persisted
status is Done. The regression expects In review. Ordinary completion
and acknowledged rejection pass as controls.

## What Changed

- Share the trusted latest-proposal and human-response checks with
completion admission. Keep task creation acceptance-only.
- Refuse premature native completion feedback. Keep an already saved
premature result in review during finalization.
- Check the decision again under the existing task and run locks before
committing Done.
- Cover accepted decisions, saved refusals, forged context, pending or
changed proposals, and a real database race.
- Retain a closed scalar receipt when the existing E2E pre-acceptance
guard fails. Validate and display it without task content, IDs,
filenames, or raw rows. Preserve the original failure, blocked
dependents, and historical reports.
- Include the evidence module in the journey definition hash. Bind the
receipt to its exact failure code and check its closed keys against the
full type.
- Repair base-branch profile drift found by the full harness check:
include the active Copilot v66 fixture in image hashing and update stale
Pi version/hash expectations from #17922. Keep all older image inputs
and strict hash checks.
- Update the onboarding feature and agent access maps and E2E evidence
documentation.

## Verification

- Semantic regression before implementation: one failure and two passing
controls on PostgreSQL 18. The failed assertion observed Done instead of
In review.
- The local database uses an owned disposable container with an
immutable image digest. Actual migrations, feedback, control-plane port,
finalizer, and status commit run against PostgreSQL. A temporary test
adapter replaces only the embedded database transport because this host
has exhausted its PostgreSQL semaphores.
- Native control-plane suite: 55 tests passed, including 17 new
controls. Existing task-creation admission: 25 passed. Existing
completion feedback: 19 passed.
- Credential-free E2E support: 206 Vitest suites passed, 4,407 tests
passed, and two skipped. All 137 Node support checks passed. Harness
typecheck passed.
- The failure-receipt regression had 11 failed assertions before capture
was implemented. Two failure-code binding assertions fail without their
gate. Eight placement/binding cases first validate the receipt-free
control, then reject the misplaced receipt.
- The untouched base reproduced the three profile compatibility
failures. The narrow repair passed all 83 affected tests before the full
harness run.
- Private workflow preparation and credential-free onboarding preview:
nine compatibility checks passed. Ownership, recovery, evidence,
shared-contract and workflow compatibility: 77 passed. The actual
provider preview also confirms immediate success deletion, earlier
declared failure eligibility, limits, and zero retries without
credential access. Map checks and git diff checks passed.
- Required repository typecheck passed for the product fix. The combined
branch build passed. The local full repository suite was stopped after
repeated PostgreSQL startup failures; a separate initdb probe confirmed
host SysV semaphore exhaustion. No shared IPC resources were changed.
[Hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/40591020873)
passed the full database suites, typecheck, build, runner checks,
serialized suites, and browser shards on final head
`1ac4c23605a03bfd1f1f8a017b14ce29fda85f6b` (55 success, two expected
skips, one advisory neutral).
- Independent source review approved the product guard, atomic race
regression, evidence contract, and maps with no actionable findings.
Both automated reviews are 5/5 on final head
`1ac4c23605a03bfd1f1f8a017b14ce29fda85f6b`; prior findings are fixed and
resolved. Final CI is green and the PR is conflict-free.
- No Cloud workspace, provider call, release publication, or deployment
is part of this verification. These tests do not identify a historical
Cloud failure or qualify live onboarding.
- Local dependency installation uses the existing CI-generated lockfile
from #17811. No lockfile change is included.

## Risks

- Existing onboarding runs without a trusted saved proposal decision
remain in review even when the agent reports success. This is the
intended approval boundary.
- Decision changes can race completion. The status commit checks the
decision under its existing locks and uses the existing status-race
recovery path.
- A saved refusal permits closure only. Creation admission still rejects
it.
- Evidence readers reject malformed receipts and unrelated failure
codes. The version-1 key registry is checked against every receipt field
at compile time. Existing attempts do not gain evidence after the fact.

## Model Used

OpenAI GPT-6.1 Sol (`gpt-6.1-sol`), ultra reasoning, through Codex. Used
repository inspection, code execution, and collaborating coding agents.
The runtime did not report a 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 references)
- [x] My branch name describes the change and contains no internal
ticket or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:07:50 -05:00
Nicky LeachandPaperclip 0b65926822 fix(heartbeat): preserve inherited policy after workspace binding (#17924)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Follow-up runs restore saved sessions when execution configuration
is unchanged.
> - A project can inherit workspace policy from its storage plugin.
> - The initial run resolves those defaults before it binds a workspace.
> - The first bound follow-up skipped that resolution and changed the
session fingerprint.
> - This pull request resolves the same effective policy before and
after binding.
> - Unchanged follow-ups keep their saved session and workspace.

## Linked Issues or Issue Description

**What happened?**

A repository-backed project with no explicit workspace policy inherits
an isolated Git worktree policy from its storage plugin. After the first
run binds a workspace, the next run parsed only the raw project policy.
It dropped the inherited provider and strategy fields. Core treated this
representation change as a `workspaceConfig` change and discarded the
saved session, although the workspace had not changed.

**Expected behavior**

Binding a workspace must not change the effective project policy. Real
policy changes must still invalidate session compatibility. The
workspace must keep its recorded storage owner.

**Steps to reproduce**

1. Install a default project storage plugin with isolated Git worktrees.
2. Create a project with a repository and no explicit workspace policy.
3. Run a task, then submit its first follow-up.
4. Observe a session reset for `workspaceConfig` despite an unchanged
workspace.

**Paperclip version or commit**

Reproduced on master `50b932a142216331b8d476042b454bc123739c40`.
Related: #17447 fixed the separate source-free project case. A duplicate
PR search found no matching repository-backed fix.

## What Changed

- Resolve effective project policy for bound repository-backed
workspaces through the same company-scoped resolver as initial
admission. The source-free project guard remains.
- Add a PostgreSQL heartbeat regression covering initial binding, two
follow-ups, a real policy change, and retained provider ownership.
- Settle the synthetic adapter fixture as Done and reopen each explicit
follow-up. This prevents an automatic review-path recovery from hiding
the first bound admission.
- Add the verification recipe to the session feature map.

## Verification

- The new regression fails before the production change: the first
explicit follow-up receives `sessionId: null` instead of the saved
session.
- All six tests in
`server/src/__tests__/heartbeat-session-preparation.test.ts` pass after
the fix.
- A targeted run across that file and
`project-workspace-provider.integration.test.ts` passed 17 cases,
including inherited policy, model changes, incompatible explicit policy,
provider availability, no fallback after disablement, and retained
local/plugin ownership.
- Commands: from `server/`, `node ../node_modules/vitest/vitest.mjs run
src/__tests__/heartbeat-session-preparation.test.ts`; targeted controls
used the same runner with `-t 'inherited|effective model|retains both
plugin and local workspace ownership|never falls
back|unavailable|explicit settings|compatible explicit'`.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- Initial fixture attempts hit source-binding, provider-execution,
missing working-directory, and branch-inspection guards. The fixture was
corrected; those guards remain unchanged. An automatic review recovery
also hid the initial transition until fixture settlement was corrected.
- Tests use real PostgreSQL, real policy resolution, and heartbeat
persistence. Provider execution is synthetic; a temporary local working
directory replaces environment realization for the test adapter.
- Current head `4d21b5180960659576e5950e906056fa4dabb54c` removes two
comments after standard review; executable code is unchanged from the
locally verified commit. Standard Greptile scores this head 5/5 with no
unresolved threads. GitHub CI is now green on this head: 54 successful
checks and two intentional Storybook skips. Standard Greptile and Apex
both score this head 5/5. Apex found no actionable issues; no unresolved
threads or merge conflicts remain.
- CI job
[workspaces-b](https://github.com/paperclipai/paperclip/actions/runs/40564712367/job/122406649223)
was interrupted by a runner shutdown signal at 19:09:39 UTC. Its
available log shows no test assertion failure; completed groups passed.
The serialized server shard
[1/9](https://github.com/paperclipai/paperclip/actions/runs/40564712367/job/122406648374)
also received a runner shutdown at 19:12:03 UTC; its final test summary
reports 532 passing tests and no failed assertion. Both interrupted jobs
passed in the failed-jobs-only rerun, and the final verify aggregate
passed. The first retry request was rejected while the containing run
was still active; it was accepted after the other jobs settled.
- Local verification is targeted as requested. Full test, build, and
typecheck coverage is delegated to GitHub CI. No live deployment or
latency claim is made.

## Risks

Bound repository runs now read the current storage-plugin defaults
through one provider-list query. An ambiguous or incompatible effective
policy can fail admission instead of being skipped. Existing plugin
preparation still uses the recorded workspace owner, so a changed
default does not move existing storage to another provider. Explicit
policy changes still rotate the session. No schema or API changes are
included.

## Model Used

OpenAI GPT-6 through Codex, using repository inspection, code editing,
shell tools, and targeted test execution. The exact serving model ID and
context window are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (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>
2026-10-27 14:39:06 -07:00
DottaandPaperclip f6bc653f7f fix(server): schedule interrupted tool claims by their deadlines (#17458)
## Thinking Path

> - Paperclip governs tool execution and keeps durable approval records.
> - An interrupted execution may have produced an external effect
without a saved final request state.
> - The maintenance tick currently scans executing requests even when
none exist.
> - Every executing claim already has a ten-minute stale deadline.
> - This PR schedules that deadline from committed claim changes and
clears it after settlement.
> - Recovery preserves saved provider outcomes and quarantines unknown
outcomes without another provider call.

## Linked Issues or Issue Description

Refs #17454. This is the sixth recurring-server sleep slice, stacked on
`codex/sleep-05-approved-tool-recovery`.

**Problem**
The aggregate maintenance tick repeatedly searches for stale executing
tool requests. Its settlement can overwrite a saved successful
invocation with an unknown-outcome failure after a crash between
invocation and request writes.

**Proposed Solution**
Use the existing review notification boundary and shared scheduler. Read
the earliest executing claim deadline through a partial index. At that
deadline, lock invocation then request, recheck claim identity, and
atomically settle from the saved outcome or quarantine the unknown
outcome.

**Alternatives Considered**
A longer polling interval still queries empty work. A new queue would
duplicate existing records. Replaying an interrupted call can duplicate
an external effect. Treating every stale request as unknown discards
already saved outcomes.

## What Changed

- Coalesce sequential review notifications for up to 30 seconds while
preserving already loaded recovery deadlines. Do not schedule scans when
no notification or execution deadline remains.

- Extract interrupted-execution deadline lookup and settlement into the
owning tool-review service.
- Register its worker at startup. Use committed claim/result changes to
update the existing ten-minute deadline; retry failed settlement after
30 seconds.
- Preserve terminal invocation results, reasons, and completion times
when repairing request state.
- Settle uncertain request/invocation state atomically with the existing
unknown-outcome reason, without dispatching a provider call.
- Notify all gateway claim and settlement paths through the existing
review transaction helper. Keep framework wiring and the shared
scheduler free of provider-specific behavior.
- Add an idempotent concurrent partial index for executing deadlines.
Preserve the combined manual sweep and scheduler-disabled startup pass.
- Remove interrupted scanning from the aggregate tick. Interaction
projection repair remains the next separate duty.

## Verification

Current head: `648d8a9a64ded15deeeb331545b92a12d69e277d`. The final
commit changes no files and requests CI after the master retarget. A
preceding run appeared while that trigger was being published; it was
observational delay, not an established CI outage. No test rerun or
bypass was used to turn a failure green. Source remains identical to the
198-test passing integration, apart from the already recorded ledger
update. Fresh checks and both automated reviews must qualify this
current head before merge.


Current master-targeted head:
`d55e44b376555e4926bb2c2a0e4dcfb431324162`. Parent #17454 landed as
`77295faebc8`; a normal merge reconciles that squash. Every conflicted
master file was checked against the already-integrated parent, and all
matched byte-for-byte. Each interruption-only hunk was retained; the
complete integrated source tree matched the 198-test passing
`848f1b87b3` exactly before the sole final documentation update. All
master migration journal entries are unchanged, with only this PR's
executing-deadline index appended. Server types pass. Fresh CI and
current-head Greptile/Ponytail are required before the next authorized
merge.


Latest published integration:
`848f1b87b3a6646ae4e56e8ab142f64889d7a69c`, normally merging
approved-recovery parent `23868c1751`. All 198
gateway/interruption/startup/deadline cases and server production
typechecking pass. Both parent approval fixes and all interruption tests
are retained. The two merge conflicts preserved the interruption import
alongside the parent's claim-bound hash helper and preserved the
parameterized historical test helpers. This remains stacked on #17454;
fresh CI and both automated review gates are required after integration.


- Review documentation correction at
`c985eb9d1b48a481909de6a1c2d89d7af11bfc03`: the focused real-PostgreSQL
interruption-worker selection passes all 16 cases; 124 unrelated cases
were filtered out. The docs now correctly name 16 cases and six saved
terminal statuses. No production behavior changed in the correction.
Fresh remote CI/review is pending after integrating the verified parent.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/f6a5949fb726f71c247950714adecb275655284f/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Current head: `f6a5949fb726f71c247950714adecb275655284f`. This remains a
single-duty PR stacked on #17454.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/eaac8d343e5ef4d2c13cdf7cb7607cb5a498e9a2/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover the existing single-active-writer database owner.
Independent writers and replicas need an explicit wake contract.
- The ten-minute policy is unchanged. A provider call that outlives its
claim remains an uncertain outcome; this worker never retries the
external call.
- Interaction projection follows authoritative settlement outside its
transaction. Its separate existing repair duty still handles an
interrupted projection.
- Non-executing review writes can cause one empty reconciliation.
Without an executing claim or failed attempt, no recurring deadline
remains.
- Cloud eligibility and external-alarm coverage remain conservative.
Worker quiet does not prove actual host or database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:33:30 -05:00
DottaandPaperclip 09d4ca533e perf(server): return only sidebar failure badge candidates (#17935)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/95/changes/paperclip/95
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The sidebar badge shows failures that need attention.
> - The service reads the newest 200 runs before it selects one run per
agent.
> - Most of those rows cannot contribute to the failure count.
> - This pull request selects failure candidates in SQL and returns four
required fields.
> - The benefit is less database response data with the same badge and
access rules.

## Linked Issues or Issue Description

Refs: #12770. Refs: #17756. Refs: #17683.

These are related load, inbox, and badge reports. This implementation
was written independently from the current service. It does not change
which issue states count as failures.

**What existing behavior does this improve?**

The run read used by the company sidebar badge.

**Current behavior**

Every call transfers up to 200 rows with eight scalar fields. The
application then selects the latest run per agent and applies status,
Mine, dismissal, and access rules.

**Proposed behavior**

SQL selects the same latest run per agent from the same 200-row window.
It then applies status and Mine rules. It returns only the run ID,
scope, issue ID, and creation time. The service still checks dismissals
and current issue access.

**Reason and benefit**

A mixed synthetic fixture reduces the response from 30,689 to 1,297
value bytes. The complete badge response stays equal.

**Breaking changes**

None. The endpoint response and the 200-run window stay the same.

## What Changed

- Keep company and active-agent filters before the existing 200-row
limit.
- Rank each agent by the full creation timestamp in descending order,
then by the observation ordinal. The timestamp order explicitly selects
the newest run. Exact ties retain the first observed row. No ID
tie-break is added.
- Apply failure and Mine filters after ranking. A shared agent's success
cannot expose an older failure.
- Return four fields for dismissal and fresh issue authorization. Supply
the already constrained company ID in the service.
- Add real PostgreSQL regression fixtures and a service-generated SQL
comparison harness. Document the command in `doc/DEVELOPING.md`.

## Verification

- `pnpm -r typecheck` passed. `pnpm build` then passed in a separate
sequential step. The normal Runner verifier checked 1,509 inputs and
1,555 outputs before reuse.
- `PAPERCLIP_SIDEBAR_TEST_DATABASE_URL=<dedicated-test-url> pnpm
--filter @paperclipai/server exec vitest run
src/__tests__/sidebar-badges.test.ts` passed all 14 tests on PostgreSQL
17.11.
- The 10 unchanged `inbox-dismissals.test.ts` route tests passed against
the same real PostgreSQL server through a temporary local adapter for
database startup and cleanup. The adapter was removed. The standard host
run passed the 13 new tests and skipped those 10 embedded-PostgreSQL
tests.
- The first focused attempt could not import the unbuilt plugin SDK. The
normal build supplied that package before the passing reruns.
- `pnpm test:run` was attempted. It recorded 16 embedded-PostgreSQL
startup failures in the unrelated native-session executor suite. Other
database suites also reported startup failures and skipped. The owned
command was then stopped with exit 143. This is incomplete local
full-suite evidence, not a pass. Full remote CI passed on final head
`df5b2c81af43c282d031cc37e6bc867054217df5`: 54 successful checks, 2
neutral checks, and 2 optional Storybook skips; no pending or failed
checks. Fresh exact-head Greptile review is 5/5 with zero unresolved
threads.
- A fixture rollback test reproduced the review finding before the fix:
a failed final approval insert left 2 companies, 44 agents, 2 issues,
and 657 runs. After the fix, the same PostgreSQL constraint error leaves
zero owned rows in all five tables. The test also confirms that more
than 600 runs were written before the deliberate failure.
- Fixture seeding now uses one transaction, including the submillisecond
SQL insert. The 14 focused tests and all 10 benchmark cases pass after
this repair. The server typecheck also passes. Production SQL is
unchanged.
- The final ordering repair passed all 14 real-PostgreSQL tests, all 10
pinned-baseline benchmark cases, and affected server typecheck and
build, run sequentially. The plans now explicitly sort by agent ID, full
creation time descending, then observation ordinal. Complete badge
responses and candidate bindings remain equal.
- One server-test shard was interrupted by its CI runner receiving a
shutdown signal. Its test step was canceled without an assertion
failure. A single targeted retry passed; the aggregate `ci / verify`
gate also passed. No source change was needed for that interruption.
- `git diff --check` passed. No schema, workflow, or lockfile changed.

Reproduce the benchmark with current schema migrations and a dedicated
synthetic database whose name ends in `_test`:

```sh
PAPERCLIP_SIDEBAR_TEST_DATABASE_URL=<dedicated-test-url> PAPERCLIP_LOG_LEVEL=error SIDEBAR_REQUIRE_BYTE_REDUCTION=1 pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-sidebar-badges.ts --baseline-ref=bf3ef12f3a78d0b15a32ad57f7e16520fbf6cd5e
```

The harness loads the baseline service from that commit. Its
authorization, privacy, and shared helper dependencies are unchanged. It
captures the SQL each service executes. It compares complete badge
responses and every returned candidate field. Fixtures cover more than
200 runs, shared agents, superseding successes, exact and submillisecond
ties, Mine user variants, dismissal equality, private and deleted
issues, missing issue bindings, terminated agents, and cross-company
rows. Tests also cover absent actors, grants, revocation, deletion after
a prior read, and index versus sort plans.

Synthetic local SQL results from PostgreSQL 17.11 on Docker, Node
24.22.1, and postgres.js 3.4.9 follow. Each timing is the median of
seven alternating warm samples after two warmups. The report includes
all samples, ranges, settings, SQL, parameters, and `EXPLAIN (ANALYZE,
BUFFERS, FORMAT JSON)` plans.

| Fixture | Rows before → after | Value bytes before → after | Reduction
| Median ms before → after |
| --- | --- | --- | --- | --- |
| Mixed, company-wide | 200 → 18 | 30,689 → 1,297 | 95.8% | 1.361 →
1.305 |
| Mixed, user-1 | 200 → 9 | 30,689 → 676 | 97.8% | 1.785 → 1.391 |
| Mixed, local-board | 200 → 6 | 30,689 → 414 | 98.7% | 1.463 → 1.232 |
| All failed, 200 distinct latest agents | 200 → 200 | 30,298 → 13,778 |
54.5% | 1.277 → 1.237 |
| All succeeded | 200 → 0 | 30,898 → 0 | 100% | 1.095 → 0.898 |
| Empty | 0 → 0 | 0 → 0 | Neutral | 0.703 → 1.002 |

Value bytes mean UTF-8 non-null cell values before Drizzle decoding.
They exclude PostgreSQL protocol framing and are not wire bytes. The
primary claim is less response data. Warm timing ranges overlap. Earlier
all-failed samples were slower, and the empty control remains slower.
SQL adds ranking work. No production latency improvement is claimed. The
plans keep the limit below both window operations.

## Risks

- SQL adds two bounded window operations. The all-failed control
transfers fewer bytes but can take more SQL time.
- Per-agent ranking explicitly orders by full creation time descending.
Exact timestamp ties retain the observation ordinal. Real PostgreSQL
tests compare complete candidates with the original helper under index
and sort plans.
- Mine rules now also have a SQL form. Tests cover undefined, null,
empty, named, and local-board users, including empty responsible-user
IDs.
- Issue access stays fresh and fail closed. No authorization result is
cached. No migration or stored run change is required.

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

## Model Used

OpenAI GPT-6 through Codex. The exact serving model ID and context
window are not exposed in this session. The model used reasoning, code
execution, SQL inspection, and GitHub 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:32:09 -05:00
DottaandPaperclip dc8cbdb819 perf(server): narrow native session resume database reads (#17934)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/94/changes/paperclip/94
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages AI agents and their work.
> - Native agents resume prior provider sessions from saved run
checkpoints.
> - Resume selection must respect every newer progress barrier.
> - The prior query returned large context and profile JSON for up to 32
candidates.
> - Most candidates need only process, status, binding, and
checkpoint-presence checks.
> - This PR selects the same source in one SQL snapshot and returns only
its required payloads.
> - This reduces database response bytes while preserving session
authority and saved task context.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Native task/session resume selection in `findNativeSessionResumeRun`.

**Current behavior**

At baseline `bf3ef12f3a78d0b15a32ad57f7e16520fbf6cd5e`, a resume lookup
reads complete context and profile JSON for up to 32 runs, then reads
provider-event evidence. A synthetic 15-run history returns about 4.44
MB even though one checkpoint is selected.

**Proposed behavior**

A bounded CTE finds the first checkpoint or progress barrier. The same
SQL statement returns the selected source's native input, checkpoint,
tool fingerprint, wake envelope, canonical task brief, and process
identity. All fallback barriers and the 32-run limit stay in place.

**Reason and benefit**

Rejected candidates no longer transfer saved prompts and execution
inputs to Node. A single snapshot also prevents a gap between candidate
selection and payload hydration.

**Breaking changes**

None to public APIs or stored history. This private service returns the
fields consumed by runtime selection and checkpoint rebinding. It keeps
complete required nested values and distinguishes missing brief fields
from explicit JSON nulls.

**Additional context**

Checked `ROADMAP.md`. This is a targeted improvement to existing resume
behavior. Public searches for native session resume projections found no
duplicate. Related work includes #6573 (durable agent sessions) and
#17011 (managed Claude resume opt-in); neither changes this database
read. Provider-refusal recovery in #17676 is a separate concern and is
unchanged.

## What Changed

- Select the newest progress barrier within the existing exact
company/agent/task/session and 32-run window in one SQL snapshot.
- Return three required profile fields, the full wake envelope, and the
saved task's ID, title, and description only for the selected source.
- Preserve invalid non-null checkpoint barriers, provider evidence,
process authority, terminal-status rules, timestamp precision, and exact
string binding checks.
- Add real PostgreSQL regression coverage and a reproducible
baseline/treatment benchmark. Document the read and benchmark command.

## Verification

- `pnpm -r typecheck` passed. `pnpm build` passed. The final server `tsc
--noEmit` also passed. The later benchmark-only relocation passed `pnpm
check:module-boundaries` and the real PostgreSQL proof; runtime and
regression-test source are unchanged.
- Related suites: `native-session-resume-projection.test.ts`,
`native-session-resume.test.ts`, `heartbeat/retries.test.ts`, and
`heartbeat-retry-scheduling.test.ts`: 78 passed and 54 skipped across 3
passed files and 1 skipped file. Embedded PostgreSQL/platform gates
caused the skips. Resume orchestration and the 10 new SQL tests ran
against isolated PostgreSQL 17.11. The final 10-test projection rerun
passed.
- New SQL cases cover all seven provider evidence kinds, each process
authority field, all terminal statuses, wrong bindings and runtime,
invalid checkpoints, null/scalar/array/object JSON, missing versus null
brief fields, the 32-row bound, ordering ties, future barriers,
submillisecond timestamps, and a change committed before the one
selection statement.
- `pnpm test:run` was attempted. The host's embedded PostgreSQL startup
failed after five attempts. The broad run recorded failures/skips in
embedded-database suites and was stopped after that concrete host
limitation (exit 143). It is not a local full-suite pass. The full
final-head CI matrix passes on
`dcde4e3dac2173321d7be2406e7775af8411826a`: 55 successful checks, one
neutral check, and two optional Storybook skips. Greptile completed at
5/5 on that exact head, with zero unresolved findings. The initial
benchmark-location policy failure was fixed before this final run.
- Reproduce the benchmark with `pnpm --filter @paperclipai/server exec
tsx ../scripts/benchmark-native-session-resume-reads.ts
--baseline-ref=bf3ef12f3a78d0b15a32ad57f7e16520fbf6cd5e`. The optional
`PAPERCLIP_SESSION_RESUME_BENCHMARK_DATABASE_URL` must name an isolated
database ending in `_test`.
- The harness imports the pinned baseline module, invokes both actual
services, captures complete generated SQL and parameters, compares every
retained consumer field, and captures `EXPLAIN (ANALYZE, BUFFERS, FORMAT
JSON)`. Its incompressible wide fixture keeps a complete 96 KiB native
input in the selected result. Raw PostgreSQL text DataRow frames are
measured exactly; RowDescription, protocol command metadata, TLS, and
TCP are excluded.

| Synthetic local case | Baseline DataRow bytes | Treatment DataRow
bytes | Reduction |
| --- | ---: | ---: | ---: |
| 15 runs, one selected checkpoint | 4,441,143 | 104,599 | 97.64% |
| 15 unused bootstraps | 4,435,590 | 0 | 100% |
| One small selected source | 6,395 | 6,319 | 1.19% |

The committed-head benchmark uses two warmups and seven alternating
samples per variant. Local round-trip medians and ranges were:

| Synthetic local case | Baseline median (range), ms | Treatment median
(range), ms |
| --- | ---: | ---: |
| Wide history | 20.32 (18.63–24.37) | 1.63 (1.40–2.21) |
| Unused history | 18.52 (17.63–20.35) | 1.20 (1.13–1.56) |
| Small selected source | 1.05 (0.95–1.70) | 0.78 (0.73–1.30) |

The small case has overlapping ranges and a 1.19% byte change, so it is
neutral. `EXPLAIN` server execution time was higher for the treatment
(wide: 0.402 ms versus 0.028 ms across the two baseline statements).
`EXPLAIN` does not serialize result rows; the new JSON presence checks
do extra server work while avoiding large result transfer. These are
local synthetic round-trip measurements, not production latency claims.
The final proof ran on `dcde4e3dac2173321d7be2406e7775af8411826a` with
no runtime source diff.

## Risks

- Selection policy now has a SQL form. Regression tests preserve the
pure selector's barrier semantics, including invalid non-null
checkpoints and JavaScript Date precision.
- Checkpoint-presence checks can still detoast candidate profiles inside
PostgreSQL. The change reduces returned bytes; it does not eliminate all
database JSON work.
- The selected checkpoint, native input, and wake envelope can still be
large because consumers require them in full. No new payload cap is
introduced.
- There is no migration, cache, background polling, ownership lock
change, deployment, or merge in this PR.

## Model Used

OpenAI GPT-6 through Codex. The host did not expose an exact runtime
model ID or context-window size. The agent used reasoning, code
execution, real PostgreSQL, and GitHub 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:31:55 -05:00
DottaandPaperclip 3d07e06be7 perf(chat): project reply lineage run context (#17932)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A run can continue a task that began in an external chat.
> - The reply router follows durable lineage to find the authorized
conversation.
> - Each lineage hop reads the full run context, although it uses only
nine keys.
> - Wide prompts and workspace data make that read transfer far more
data than the router needs.
> - This pull request selects those keys inside PostgreSQL and preserves
their exact JSON values.
> - The benefit is less database transfer with the same reply
destination and authorization checks.

## Linked Issues or Issue Description

Refs: #17255, #17894. The first owns related chat review delivery. The
second is an independent result-projection optimization. This PR has no
dependency on another open PR. A public issue and PR search found no
duplicate change. The roadmap does not list this query optimization as
planned core work.

**What existing behavior does this improve?**

The server resolves the conversation that may receive a reply after one
or more task continuations.

**Current behavior**

Each hop reads agent identity, responsible user identity, and the
complete context snapshot. The snapshot can contain large prompts and
workspace data that the router never reads.

**Proposed behavior**

Select only the nine context keys that this function consumes. Preserve
missing keys, explicit JSON nulls, arrays, objects, and scalar values.
Keep non-object contexts unchanged. Keep all durable authorization
queries and the cycle-safe traversal.

**Reason and benefit**

A synthetic wide context needs 262,402 DataRow bytes before the change
and 244 after it. A valid 24-continuation lineage needs 6,560,338 bytes
before and 6,388 after it. The reduction occurs before PostgreSQL sends
the result.

**Breaking changes**

None. The public API, stored context, reply bindings, tenant checks, and
admission proofs retain their existing behavior.

## What Changed

- Project an object context through `jsonb_each` and `jsonb_object_agg`.
Retain only the nine consumed keys. Preserve all selected JSON values
and key presence.
- Keep the agent and responsible-user columns. Keep the company and run
predicates.
- Add 22 real PostgreSQL tests for routing, malformed JSON, strict
tool-action receipt comparisons, tenant boundaries, 24 valid
continuation hops, and an authorized cycle.
- Add a synthetic benchmark that loads the pinned baseline service,
captures its generated SQL, compares complete bindings and selected
columns, and measures text-format PostgreSQL DataRow frames.
- Run owned resource cleanup in nested `finally` blocks so fixture
deletion or client close failures cannot skip cluster and scratch
cleanup. Preserve the original benchmark failure alongside a cleanup
failure.

The complete consumer-key audit is:

| Context keys | Consumer |
| --- | --- |
| `issueId`, `taskId` | Task identity fence, with the existing fallback
order |
| `wakeCommentIds`, `wakeCommentId`, `commentId` | Board reply and root
comment provenance |
| `source`, `sourceRunId`, `interactionId` | Durable continuation
branches and tool-action receipt checks |
| `endpointId` | Root destination fence |

Missing `interactionId` stays absent. It does not become JSON null. This
matters because the tool-action branch compares it strictly with the
durable wake payload. The tests cover absent, null, string, number, and
object values. They also remove the delivery receipt to prove that
context alone cannot authorize a reply.

## Verification

Baseline: `3cd3af5d75f200185ed4d9703a3145594a489b13`. Treatment:
`3439ba7b714090d9f251816efec26622b3df223b`. PostgreSQL 17.11, Node
26.4.0. All data is synthetic. The benchmark holds imported helpers and
fixtures identical and loads only the baseline `issues.ts` from history.
It records generated SQL, parameters, plans, source SHA-256, and the
initial worktree state before scratch creation. The committed final
measurement reports a clean worktree and source SHA-256
`cd7e955179118fda12f6b2e981a17efff54137cbf241019785a3f8d16a7dcbb8`.

Reproduce the benchmark:

```sh
node --import ./server/node_modules/tsx/dist/loader.mjs scripts/benchmark-chat-reply-lineage.ts --baseline-ref=3cd3af5d75f200185ed4d9703a3145594a489b13
```

The default creates disposable embedded PostgreSQL.
`PAPERCLIP_CHAT_LINEAGE_BENCHMARK_DATABASE_URL` can name a dedicated
external database that ends in `_test`. The harness applies migrations
and removes its own fixture rows. It never uses an application database
by default.

Each wide run has 192 KiB of random bytes encoded as base64. This
produces a 262,144-byte incompressible body. Two warmups precede seven
timed samples. Baseline and treatment alternate order. Every scenario
returns the same complete bindings. Every retained SQL column matches
its baseline value, and the context matches the exact key projection.
The acceptance check requires removal of every unrelated synthetic body
byte.

| Scenario | Baseline DataRow bytes | Changed DataRow bytes | Baseline
SQL median ms (range) | Changed SQL median ms (range) |
| --- | ---: | ---: | ---: | ---: |
| small | 282 | 244 | 0.927 (0.900–1.455) | 1.027 (0.801–1.063) |
| wide | 262,402 | 244 | 2.618 (2.440–4.831) | 1.490 (1.400–1.815) |
| wide-24-continuations | 6,560,338 | 6,388 | 87.450 (80.103–130.197) |
43.103 (38.549–52.864) |

These bytes are exact text-format DataRow frame sizes. They exclude row
descriptions, command metadata, TLS, and TCP. Timings cover the captured
lineage SQL, including all hops. They exclude the other authorization
queries. The small control is neutral and timing ranges overlap on wider
cases. An earlier loaded run had a small-control median of 1.15 ms
before and 1.33 ms after. No deployed latency or billing improvement is
claimed. The byte reduction is the primary result.

Local checks:

- `pnpm run preflight:workspace-links`: passed.
- `pnpm exec vitest run
server/src/services/chat-reply-lineage-context.test.ts`: 22 passed on
the committed rebased head.
- The existing `chat-interaction-continuation.test.ts` file: all 28
tests passed. These cover confirmation, verdict, connection, and
invalid-authority paths.
- Five selected cases in `chat-channels.integration.test.ts`: passed in
a fresh dedicated database. They cover closed-choice question delivery
and steering, Telegram confirmation, ambiguous close control, and both
fresh-after-close authorization paths.
- `pnpm -r typecheck` and `pnpm build`: passed again after the master
rebase.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`:
passed.
- Cleanup repair at `3439ba7b714090d9f251816efec26622b3df223b`: all 22
focused PostgreSQL tests, the benchmark above, and server `tsc --noEmit`
passed. Six controlled cleanup-failure cases confirmed later finalizers
run; benchmark and cleanup errors remain visible together.

The unchanged baseline failed the wide-result regression: 262,383 value
bytes exceeded its 1 KiB bound. The treatment passes. Initial fixture
setup needed a required conversation label and explicit foreign-key
cleanup. The first full typecheck found a row-type mismatch in the new
capture helper; that helper was corrected. The complete typecheck then
passed. No production logic changed for those setup repairs.

A prior assembled run reused the interaction test database. Its retained
running fixtures caused a global milestone-count assertion to fail.
Later reuse exposed retained bot registration and identity state. An
attempted manual reset named a nonexistent table and did not complete.
These failed attempts are not acceptance evidence. The final five-case
assembled proof used a newly created and migrated database and passed
every assertion. No existing assertion was changed.

The full local `pnpm test:run` was not run. Focused tests used the
coordinated disposable PostgreSQL server to avoid uncontrolled
embedded-cluster concurrency on this host. The full final-head CI matrix
passes on `3439ba7b714090d9f251816efec26622b3df223b`: 55 successful
checks, one neutral check, and two optional Storybook skips. Greptile
completed at 5/5 on that exact head, with zero unresolved findings. The
existing interaction and assembled cases ran before the unrelated master
rebase; the measured service source is unchanged. Focused tests,
benchmark, full typecheck, and build passed on the rebased
production-change head. The current cleanup-only head reran focused
tests, benchmark, and server TypeScript validation; production service
source is unchanged.

## Risks

- Future lineage consumers must add any new context key to the SQL
projection and the correctness oracle.
- Selected values retain their complete JSON content. Non-object
contexts pass through unchanged. Savings depend on unrelated object data
being present.
- PostgreSQL must still read the stored object to make the projection.
The change reduces returned data, rather than removing all server-side
JSON work.
- Question delivery, tool action, connection, monitor, publication,
company, and agent proofs retain their existing owners. No hop limit,
cache, schema change, startup task, or deployment is added.
- Benchmark usage and the result contract are documented here. No public
command or API contract changes.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and context
window are not exposed by this environment. Capabilities used: source
analysis, code editing, shell tools, real PostgreSQL experiments, and
automated tests.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:31:40 -05:00
DottaandPaperclip c3a9a8e92a perf(server): scope run identity reads to operation needs (#17931)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

**Additional context**

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:31:21 -05:00
DottaandPaperclip 56bc470ab2 perf(server): project continuation history result fields (#17930)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A continuation carries completed tool receipts so the agent can
avoid repeat actions.
> - It also checks saved conversation and workspace recovery fields
before choosing a prior terminal run.
> - The history query transfers every result field for every matching
run.
> - Native output and unused receipt request fields can make this read
large.
> - This pull request selects the fields those consumers use and keeps
each completed receipt result in full.
> - The benefit is less database transfer with the same history,
recovery decisions, and completed-action evidence.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The history read in `buildExecutionContinuation`.

**Current behavior**

The query returns complete `result_json` values for all matching runs.
Consumers read completed receipt state, operation ID and result, plus
conversation and workspace recovery controls. Large native output and
receipt request fields cross the connection without being used.

**Proposed behavior**

Select only those result fields in PostgreSQL. Keep typed policy and
recovery values. Keep all eligible completed receipts and their complete
result values. Retain missing versus null receipt results, run and
receipt order, company/task/agent scope, and the source-run exception.
Keep the full retained history without a new limit.

**Reason and benefit**

The synthetic wide-output fixture removes 99.879% of this query's
DataRow bytes. A required 2 MiB receipt-result control saves only
0.0074%, because that complete result is needed. Actual savings depend
on result contents; the wide-output result is not a forecast for all
deployments.

**Breaking changes**

None intended. No schema, API, migration, workflow, history limit, or
receipt truncation changes.

**Additional context**

Related: #17481 projects a separate recovery read, and #17896 narrows
explicit continuation admission. This PR covers the continuation history
query and has no dependency on the other byte reduction PRs.

## What Changed

- Project completed tool receipts to their state, operation ID and
complete result. Omit fields that the continuation does not read.
- Project typed conversation/workspace controls and the recovery schema.
Keep the shared policy helper unchanged.
- Add real PostgreSQL comparisons for complete continuation envelopes,
ordering, scope, legacy JSON, recovery flags, and receipt result
preservation.
- Add external isolated database support to the existing continuation
tests and document a reproducible query benchmark.

## Verification

- Pinned baseline: `3cd3af5d75f200185ed4d9703a3145594a489b13`.
- PostgreSQL 17.11 with synthetic local data. The harness captures SQL
from the real baseline and treatment services. Imported helpers remain
unchanged.
- Command: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-continuation-history.ts
--baseline-ref=3cd3af5d75f200185ed4d9703a3145594a489b13`. Set
`PAPERCLIP_CONTINUATION_HISTORY_BENCHMARK_DATABASE_URL` to a disposable
database ending in `_test` to use an external server. The default uses
disposable embedded PostgreSQL.
- The baseline was measured before the production edit with
`--baseline-only`. The treatment compares complete envelopes, every
retained scalar column, completed receipts, and shared policy decisions.
The wide unused-output fixture must remove more than 90% of DataRow
bytes or the benchmark fails.
- Wide unused-output fixture: 25 runs with independent incompressible
192 KiB native output and 32 KiB unused receipt request fields. DataRow
bytes: 5,744,950 to 6,925 (99.879% less).
- Required-result control: one complete 2 MiB receipt result. DataRow
bytes: 2,097,556 to 2,097,401 (0.0074% less). The whole result is
checked for equality.
- Exact byte boundary: PostgreSQL text-format DataRow frames, including
field length prefixes. Excludes RowDescription, command metadata, TLS,
TCP, and other service queries.
- Seven measured query round trips per variant follow two warmups and
alternate order. Final-head wide-output median: 32.86 to 4.41 ms (ranges
26.24–35.54 and 3.62–5.21 ms). Required-result median: 17.01 to 20.60 ms
(ranges 16.30–32.89 and 18.85–22.48 ms). The required-result control
shows projection overhead and overlapping timing ranges; it has no
latency improvement claim. These are local measurements, not deployed
latency results.
-
`PAPERCLIP_EXECUTION_CONTINUATION_TEST_DATABASE_URL=<isolated_test_database>
pnpm exec vitest run server/src/services/execution-continuation.test.ts
server/src/services/execution-continuation-history-read.test.ts
--maxWorkers=1`: 55 tests pass in PostgreSQL 17.
- Cases cover numeric receipt key order, empty operation IDs, malformed
receipt entries, missing versus null results, complete large results,
malformed root JSON, all closed workspace restore failure codes, invalid
recovery schemas, cancelled admission rows, and
company/task/agent/source-run boundaries.
- `pnpm -r typecheck` and `pnpm build` pass on final head
`d665d9f5c47b237c81b9cc80fdec1d39ad90754f`. The final-head focused
PostgreSQL run passes all 55 tests. The final benchmark records that
SHA, an empty source diff, and passing equivalence/byte assertions. The
first typecheck found optional array accesses in new test assertions;
explicit required-array assertions fixed them. Local full `pnpm
test:run` is not claimed because the host embedded PostgreSQL runtime is
unavailable; the full test matrix runs in CI. Exact-head Greptile review
completed success at 5/5 with no actionable findings or unresolved
threads. The full final-head CI matrix passes. All 58 current-head
checks are terminal: 54 success, two neutral, and two optional Storybook
skips. One original server shard ended with a canceled test step and no
assertion failure; its single targeted retry passed. No product change
was needed for that interruption.

## Risks

- Future continuation consumers must add any newly required result field
to this projection. Existing shared policy semantics stay in the helper.
- Completed receipt results can still be large and can dominate
transfer. This PR preserves them without a cap. The receipt-heavy
control adds JSON projection work for only 155 bytes of savings, so it
can be slower despite equal output.
- JSON malformed-value and property-presence rules affect action
evidence and recovery. Real PostgreSQL comparisons check those decisions
and complete output.
- Production transfer and latency improvements need a fresh deployed
capture. Nothing was merged or deployed by this work.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and context
window are not exposed by this session. The work used repository tools,
code execution, and real PostgreSQL validation.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:30:37 -05:00
DottaandPaperclip 77295faebc fix(server): recover approved tool actions from committed changes (#17454)
## Thinking Path

> - Paperclip manages agent work and its governed tool calls.
> - A human approval can persist before the approving process dispatches
the tool.
> - Recovery currently scans approved requests on every maintenance
tick.
> - Completed and deliberately inert approvals do not owe another
execution.
> - Test-tab approval also needs a shared execution claim before
recovery can safely race the foreground path.
> - This PR wakes recovery from committed changes and retries only
unresolved approvals.
> - Idle history becomes quiet while existing approval and execution
checks remain with the gateway.

## Linked Issues or Issue Description

Refs #17453. This is the fifth slice of the recurring-server sleep
migration, stacked on `codex/sleep-04-tool-review-expiry`.

**Problem**
Approved tool requests are scanned periodically even when no executable
work remains. The Test-tab foreground path lacks the request claim
needed to admit concurrent recovery safely.

**Proposed Solution**
Use the existing transaction-aware review notification boundary and
shared deadline worker. Keep signed-payload interpretation, current
policy and target checks, and provider dispatch in the gateway. Share a
claim between Test-tab foreground and recovery, then persist both
authoritative outcome rows atomically.

**Alternatives Considered**
A longer interval still scans idle history. A new durable queue would
duplicate existing request/invocation state. Dispatching Test-tab
approvals without a claim risks duplicate external calls.

## What Changed

- Recheck both principals for delegated Test-tab approvals. Save their
rate receipts in the same claim transaction, share only the same bucket,
and roll back new charges on denial.

- Preserve delegated gateway authorization and both issuer/target rate
receipts inside the existing claimed-invocation transaction; retain the
durable actor during approved replay.

- Expire stale managed connector payloads before consuming approved-tool
admission.

- Persist current rate-policy charges and their invocation receipts
atomically before dispatch, preserving exact approval claim fencing and
read-only preflight.

- Recover approved requests at startup and after committed review
changes; retry only unresolved approvals.
- Leave legacy agent approvals without execute-on-approve intent inert.
Repair completed Test-tab history without another provider call.
- Fence Test-tab execution and outcome settlement with an atomic claim
shared by both callers. Revalidate the approved target and current
policy before dispatch.
- Keep provider calls outside database transactions. Retain quarantine
for interrupted execution and unknown outcomes.
- Add a concurrent, idempotent partial index for approved-request
pagination. Reuse the parent's company-scoped review signals and shared
scoped deadline worker.
- Remove approved scanning from the aggregate tick. Preserve the public
combined sweep and scheduler-disabled startup behavior.
- Document producer ownership, quiet states, lifecycle behavior, and
remaining recovery duties.

## Verification

Latest published head: `23868c1751c100a27f58087f7ce16b93c52d4eba`,
targeting master. The review-found delegated gateway pool deadlock is
repaired by passing the admission transaction through token and
issuer-authority reads. Foreground and recovery each reproduced the
deadlock with a one-connection pool; all three constrained-pool cases,
including revoked authority, now pass. All 81 HTTP integration cases
pass. The historical foreground rate-slot regression also reproduced
before its repair; verified preview hashes are accepted only by
read-only preflight, while consuming admission still requires the
complete identity under the exact claim. Five full suites passed 329
cases; the gateway service then passed all 141 cases after two
additional mixed historical hash controls. Production types/build passed
before the final normal integration of master `35820cf398` (including
independent Grok/Runner changes); integration validation is running.
Initial fixture/assertion errors and the prior E2E
restoration/cancellation deadlock remain recorded in [the owning
audit](doc/idle-approved-tool-recovery.md#gateway-admission-uses-its-transaction-connection).
Fresh-head CI, Greptile 5/5, and passing Ponytail are still required
before merge.


- Master landing reconciliation at
`8dfe3958db6e4e8a0b7499f3f5be0a396ca77361` after #17453 merged:
production and server test files are byte-identical to the accepted
320-case repair. The landed migration journal prefix is unchanged, and
#17928's independent eval reporting changes are preserved. Fresh CI and
reviews on this exact head are required before merge.

- Historical-identity repair published at
`096b7c7198c3ca864aca9377e261cbaa0a8aad6f` (production/test source
identical to integrated acceptance
`81231824d773a79fc50c835eccf7d9b3977e79fc`): all 320 accepted gateway,
policy, startup, preparation-timing and authenticated HTTP management
cases pass. Server types and the production server build pass. Four real
historical sensitive-argument regressions failed before repair;
invalid-signature, foreign-hash and stale-claim controls remain denied
without dispatch or identity changes. Both agent and Test-tab calls
deliver the original signed arguments once, and new rate policies still
apply.
- The first integrated combined run passed 319 cases and hit a Slack bot
ownership collision left in a reused HTTP test database. The guard
correctly returned 409. The full 78-case HTTP suite passed on a fresh
dedicated fixture without product or assertion changes. Earlier
fixture-construction errors are distinguished from the four real
regressions in the audit document. Fresh remote CI and reviews remain
required.

- Parent reconciliation at `736e7f56097055e21ce13b4e45d9033391483af8`:
299 cases pass (221 full gateway/policy/startup cases and 78
assembled-server connection management cases), with no skipped cases.
Server types pass. This includes real delegated Test-tab approval
admission for newly added shared and caller rate rules. Fresh remote CI
and Greptile review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/bcca5b006976a471f4afd1f70c4031aa40a2b3f7/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Current head: `bcca5b006976a471f4afd1f70c4031aa40a2b3f7`. This remains a
single-duty PR stacked on #17453.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/a021467f04d22be42ee5b0c87b6583b2300a62a9/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Notifications cover the existing database-owner, single-active-writer
contract. Independent SQL writers and other replicas need an explicit
wake path.
- Unknown provider outcomes cannot be replayed safely. Failed result
persistence retains an executing claim and the existing stale-execution
quarantine.
- Interrupted execution and terminal interaction projection repair
remain periodic until their separate slices. This PR changes only
approved recovery.
- A pending-only review write can trigger one empty approved-recovery
pass. Settled idle work schedules no further scan.
- The partial index uses the existing top-level concurrent migration
executor. Snapshot pruning follows repository policy.
- Cloud sleep eligibility and external alarm coverage remain unchanged.
Worker quiet is not proof of deployed instance suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:10:44 -05:00
DottaandPaperclip f60ac29cf1 fix(runner): migrate Grok Build with native reasoning effort (#17922)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:28:42 -05:00
DottaandPaperclip d108aeeaaf fix(server): schedule pending tool-review expiry from committed changes (#17453)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Governed tools can wait for a human review before execution.
> - Pending reviews already save a deadline and must reject approval
after expiry.
> - The server currently scans for expired reviews on every maintenance
tick.
> - Empty scans keep the database active without advancing work.
> - This pull request schedules pending review expiry from committed
changes and saved deadlines.
> - Configured idle state and resolved history no longer cause this
expiry scan.

## Linked Issues or Issue Description

**What happened?**

The combined tool review sweep repeatedly queries pending expiry even
when no pending request has a deadline.

**What did you expect?**

Signing or resolving a request should update the expiry schedule. A
saved expiry should trigger settlement. Once no expiry remains, this
duty should stop querying.

**Steps to reproduce**

Start a claimed instance with heartbeat scheduling enabled. Leave it
idle with no pending tool reviews. Observe pending-review expiry
discovery in the maintenance sweep.

Stacked on #17450; earlier slices are #17446 and #17443. These all reuse
the delivery and transaction foundations from #15625. This PR owns
pending-review expiry only. Approved-action recovery,
interrupted-execution quarantine, and terminal interaction projection
repair remain separate migrations. No duplicate pending-review expiry
migration was found in the open PR search; credential lifetime changes
in #17221 and #17274 concern the parent credential slice.

## What Changed

- Replace repeated company review-deadline aggregates with an indexed
single-row lookup. Add and replay a concurrent covering-index migration
and generate combined snapshots throughout the stack.

- Extract pending-expiry selection and settlement into its owning
service. Keep provider execution and interaction publication with the
gateway.
- Signal deadline assignment and pending resolution inside the owning
SQL transaction. Preserve outer commit/rollback and central uncertainty
handling.
- Register company expiry deadlines with the shared scoped coordinator.
Reconstruct on startup; normal producer hints reload only their company.
Preserve writes during drain and concurrent reconciliation.
- Settle request expiry and invocation failure atomically. Keep
interaction projection recovery in the existing separate sweep.
- Remove pending-expiry scanning from the main tick. Preserve the
combined manual API and startup-only behavior when scheduling is
disabled.
- Add a partial pending-expiry index through an idempotent concurrent
migration. No queue table is added.
- Document supported producers, quiet states, remaining duties, and
external wake limits.

## Verification

- CI run `40574661575` at `f5c935d1b89877033eb82bf890f867baeb372ef3`
lost the runners for general-server shard 9/12 and E2E shard 2/8 at
20:09:03 UTC. Both job logs explicitly show a runner shutdown signal
followed by cancellation; no test assertion failure was reported by
those jobs. A single infrastructure retry is justified once the run
completes; it has not been issued yet. Both current-head reviews are
5/5, and CI must still be green before merge.

- Current master landing at `f5c935d1b89877033eb82bf890f867baeb372ef3`:
128 complete gateway expiry, startup, scoped deadline and
preparation-timing cases pass with no skips. Server types and the
production server build pass. Landed tracing changes from #17918 are
preserved. The master migration journal prefix remains semantically
identical, with only this PR's two migrations added. Fresh remote
CI/review is required before merge.

- Parent reconciliation at `17539e2a6cf8ac4922b3cbe06af6df361bfe5665`:
116 tests pass across the full tool gateway service, startup and scoped
deadline suites against a dedicated migrated PostgreSQL database. No
cases were skipped. Server typecheck passes. Fresh remote CI and review
are pending.

Current head: `ec28076f825e76a267f05517ff0c44a3e2283ce7`. This remains a
single-duty PR stacked on #17450.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/ec28076f825e76a267f05517ff0c44a3e2283ce7/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- All supported producers must share the database signal owner.
Independent SQL writers and other replicas need a live notification
contract; startup alone does not cover them.
- A crash after authoritative expiry and before interaction projection
still relies on the existing projection-repair duty. That duty,
approved-action recovery, and uncertain execution recovery remain
periodic in this slice.
- Unknown external outcomes remain quarantined. Provider calls stay
outside SQL transactions. Expiry is still checked before approving a
request even if physical cleanup waits during drain.
- The new index uses the existing top-level migration executor because
PostgreSQL concurrent index creation cannot run in a file-wide
transaction. Snapshot pruning follows the repository rule.
- This establishes worker quiet and reactivation, not deployed host
suspension. Existing Cloud idle-safety and external alarm coverage
remain unchanged.

## Model Used

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

## Checklist

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

Latest-head CI is now green after one evidence-backed retry. Greptile is
5/5 and all review threads are resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:26:19 -05:00
DottaandPaperclip 5398275d2a fix(server): schedule gateway credential expiry from committed changes (#17450)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The tool gateway stores credentials for sessions and named gateways.
> - Those credentials already contain expiry dates.
> - The server repeatedly scans their tables even when no expiry work
exists.
> - Creation signals and saved deadlines can drive cleanup without idle
scans.
> - This PR registers that work with the existing coordinator.
> - Authentication continues to reject expired credentials independently
of physical cleanup.

## Linked Issues or Issue Description

Refs #17446, #17221, #17274. This is the third sleep-migration slice,
stacked on #17446.

**What problem does this solve?**
Gateway credential cleanup queries PostgreSQL on every maintenance tick,
including empty tables and retained non-expiring tokens.

**What is the proposed solution?**
Signal expiring token/session creation from its transaction. Restore the
earliest saved expiry at startup. Retry only while cleanup or
reconciliation remains outstanding.

**Why is this useful?**
Configured idle gateways no longer create recurring expiry traffic.
Existing credential data remains the durable source of truth.

Related work: #17221 and #17274 change run-token lifetime and cleanup
eligibility. They remain separate. This PR preserves current master
authorization and deletion rules. When those PRs are combined, update
the deadline query and signals to match their new operator-token expiry
predicate; run-token idle markers must not keep this worker scanning.
Retain the separate run-liveness reaper and run both regression suites.
Text mergeability is insufficient evidence for that integration.

## What Changed

- Make the credential test clock follow real scheduled work without
overshooting future-expiry assertions; production behavior is unchanged
by this fixture follow-up.

- Coalesce sequential credential notifications within the former cleanup
cadence, preserve loaded expiry deadlines and immediate authentication
rejection, and bound scheduled deletion to 500 rows per pass.

- Added transaction-aware intent before the two existing credential
inserts. Non-expiring named tokens do not signal expiry work.
- Added earliest-expiry selection in the gateway service and a narrow
registration wrapper for the shared deadline helper.
- Removed gateway credential cleanup from the aggregate maintenance
tick. Startup reconstructs saved deadlines. Heartbeat-disabled instances
retain their startup-only cleanup behavior.
- Preserved expiry/revocation checks, run authorization, audit behavior,
and the existing 500-token cleanup batch limit.
- Added real PostgreSQL tests and a lifecycle/producer document.
Tool-action review recovery remains a separate slice.

- Drain all expired session/token pages in explicit and
scheduler-disabled startup cleanup, while retaining one-page scheduled
passes and authentication enforcement.

## Verification

- At `907098cd3656bac59c60220c73b085d0349d4b5f`, all 290 Runner
transport tests pass locally (including all seven prepared-environment
variants). CI run `40570815360` attempt 1 had one provider-drain
settlement failure in the `close-attachment` case; the identical source
passed the preceding CI lane. A single failed-job rerun is in progress.
The failure remains recorded; no shutdown assertion or production
behavior was changed to suppress it.

- Master landing reconciliation at
`907098cd3656bac59c60220c73b085d0349d4b5f` after #17446 merged: all
production and test files are byte-identical to
`24318d9b99ee7f044a864ff3981fc1929bf3e509`, where the 150-case
acceptance and server types passed. Only commit ancestry and the plan's
merged status changed. Fresh CI/review is pending on this head.

- Parent reconciliation at `24318d9b99ee7f044a864ff3981fc1929bf3e509`:
150 affected tests pass across gateway credential expiry, the complete
tool gateway suite, custom-image worker and startup. The accepted
PostgreSQL runs skip no cases. Server types pass. Existing direct tests
cover sequential-write coalescing and saved-deadline precedence; the
older Ponytail finding needs a fresh review. Remote CI is pending.

Current head: `10c85a5eaa288867aa2997a27aee5f675c2a713d`. This remains a
single-duty PR stacked on #17446.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/10c85a5eaa288867aa2997a27aee5f675c2a713d/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/10c85a5eaa288867aa2997a27aee5f675c2a713d/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Shared-owner signals cover supported local producers. Independent SQL
writers or another replica need a separate ingress contract; startup
recovery is not live discovery.
- This is scheduling only. The open run-token lifetime PRs need semantic
integration as described above before combining their behavior.
- Expiry cleanup can wait during drain; authentication still enforces
expiry on use. Existing Cloud safety gates are preserved. Local
deadlines do not prove external wake coverage or deployed suspension.
- Revocation does not move expiry. Non-expiring tokens remain retained
by design; this PR does not invent a retention deadline.

## Model Used

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

## Checklist

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

Latest-head CI is now green after one evidence-backed retry. Greptile is
5/5 and all review threads are resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:58:11 -05:00
3cd3af5d75 Trace native preparation and OpenCode execution phases (#17918)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each native run prepares its workspace and skills, then starts its
provider.
> - A long preparation span does not show whether inventory refresh, a
cache lock, repository reads, or file checks caused the delay.
> - One hosted run spent 81 seconds in this phase. The same deployed
service and pinned files took 2.55 seconds in a separate diagnostic
process.
> - Another hosted turn spent 69 seconds before its first output. A
matched public-workspace local model replay took 7.64 seconds.
> - We need skill preparation and provider-internal measurements before
choosing another fix.
> - This pull request adds skill spans, a real-service benchmark, and
opt-in filtered provider timing.
> - The benefit is a faster and more precise diagnosis loop.

## Linked Issues or Issue Description

Refs #17620. That PR owns the batched read optimization. This PR adds
diagnostics and does not change its read policy.
Refs #17907. That PR protects long cache lock transactions from the
database idle timeout.

**What happened?**

Native skill configuration can take much longer than matched standalone
resolution. Provider execution also has long gaps with no internal
timings. Existing spans cannot separate inventory refresh, cache
acquisition, repository reads, context loading, Git snapshots, or model
streaming.

**Expected behavior**

An operator-configured trace shows these phases under the existing run
context. Without an OTLP endpoint, the new spans stay off. A local
benchmark can reproduce the service path with real PostgreSQL, files, an
agent actor, and a responsible user.

**Steps to reproduce**

1. Run `pnpm --filter @paperclipai/server exec tsx
scripts/benchmark-native-skill-preparation.ts --actor=agent
--staging-shape=true`.
2. Inspect cold and warm phase timings, SQL counts, and file
verification results.
3. Set the existing operator OTLP configuration and add
`--export-otlp=true` to inspect the same hierarchy in the collector.

## What Changed

- Add bounded skill inventory, refresh wait, cache acquisition, row,
version, repository, file check, and consumer spans.
- Keep the existing endpoint gate, attribute allowlist, cache locks,
authorization, file validation, and durable pin boundary.
- Add a standalone benchmark with a full repository fixture, immutable
snapshot input, calibrated local transport delay, and optional OTLP
export.
- Verify every delivered file and executable bit outside the timed
section. Create its fixture agent through the lifecycle API.
- Add an opt-in authenticated loopback sink for OpenCode. Discard raw
attributes, logs and content. Retain only closed phase names and
timestamps.
- Carry one bounded diagnostic batch through the real proxy, Rust
normalization, durable journal and server trace projection. Group
provider phases under their execution parent.
- Freeze the Date clock in an existing delegated Slack rate-limit test.
This fixes a CI failure when consecutive requests cross a rate-window
boundary. It does not change rate-limit behavior.
- Document phase boundaries and the difference between SDK startup and
confirmed ingestion.

## Verification

- Skill service, runtime selection, concurrency, cache and timing
suites: 122 tests passed with real PostgreSQL and migrations.
Enabled-span integration tests also passed. They verify parent
relationships and a real advisory-lock timeout.
- A captured 208-file repository produced 209 verified runtime files.
The benchmark uses real agent and responsible-user authorization. The
lifecycle fixture correction passed with the staging-shaped inventory.
- Affected OpenCode driver, collector and transport tests: 72 passed.
The tests cover authentication, content removal, size/count bounds,
disabled behavior and the rebuilt native Runner boundary. One Rust
projection test and 18 server trace tests also passed. A held run-log
sink proves that a full 128-span diagnostic batch adds no duplicate
database writes before terminal consumption.
- The two CI-failing delegated Slack rate-limit cases passed against
real PostgreSQL with only the Date clock frozen.
- Runner TypeScript and server TypeScript checks passed. Rust formatting
and module-boundary checks passed.
- Real Honeycomb readback confirmed the 14-span skill waterfall and a
40-span provider waterfall. Provider phases have the correct execution
parent. The provider export uses synthetic model replies and is
instrumentation proof only.
- Earlier full local checks failed on missing package-local executables,
then on the default Node heap and a missing generated service worker.
The dependency links were repaired. The server check passed with a
larger heap. The full local test attempt could not start embedded
PostgreSQL on this host and was stopped after retaining its failures;
real database coverage uses an isolated database on an existing local
server. These attempts do not count as a full local pass.
- CI on the prior revision passed typecheck, build, Runner and all E2E
shards. It failed the benchmark lifecycle boundary and one existing
rate-window test. Those fixes passed CI. A later Runner assertion
exposed the Copilot source identity pin on the shared transport file.
The diagnostic flag now uses the existing configured-environment
projection, preserving that file byte-for-byte. All 66 selected
installation and native transport tests passed. New-head CI and review
remain required.
- The under-15-second hosted response target remains unmet. This PR adds
diagnostics and does not claim a hosted latency fix.

## Risks

- Skill spans and Honeycomb export retain the operator endpoint gate.
OpenCode phase collection requires a separate explicit diagnostic flag.
Without an endpoint, its closed measurements stay in the instance run
log.
- Raw OpenCode OTLP can contain prompts and authorization attributes.
The new sink rejects unauthenticated requests and discards all
attributes before any measurement reaches PRP or the operator collector.
Request, event and per-phase limits bound memory and journal growth.
- Collection does not wait for a provider flush. Late or oversized
exports can be absent; these measurements are not a complete profiling
guarantee.
- The benchmark's inventory contents and transport delay are explicit
fixtures. They do not reproduce server contention or prove hosted
response time.
- The one durable diagnostic batch remains the local evidence. Its child
span export does not add per-phase run-log rows.
- No database migration, authorization policy, model selection or
inference transport changes. The Rust Runner and OpenCode proxy must be
shipped together for the new opt-in diagnostic.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, shell execution,
browser tools, and Honeycomb queries. The session does not expose a
verifiable backend deployment ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
2026-10-27 14:53:32 -05:00
DottaandPaperclip 623f1dc289 fix(server): schedule secret-proposal expiry from committed changes (#17446)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can propose secrets and bindings for approval.
> - Pending proposals already contain their expiry and encrypted value.
> - The server scans for expired proposals on every maintenance tick,
even when none exist.
> - Committed proposal changes and saved expiry times provide the
required triggers.
> - This PR uses those triggers and preserves scrubbing, approval
checks, and recovery.
> - Empty and completed proposal history no longer causes recurring
expiry queries.

## Linked Issues or Issue Description

Refs #17443. This is the second PR in the sleep migration stack and
targets its branch.

**What problem does this solve?**
The periodic proposal scan contacts PostgreSQL when no proposal needs
maintenance. That obstructs idle database behavior across tenant
instances.

**What is the proposed solution?**
Use transaction-aware notifications for creation and resolution.
Reconstruct the earliest pending expiry at startup. Run cleanup at that
deadline, or retry while reconciliation remains unfinished.

**Why is this useful?**
It removes an idle scan while retaining security checks and physical
ciphertext cleanup. No queue table or migration is required.

## What Changed

- Added intent notifications before secret/binding creation, approval,
terminal transitions, and linked interaction resolution. The existing
outer transaction owns settlement.
- Kept expiry selection, ciphertext scrubbing, dependent rejection, and
authorization in the secret-proposal service.
- Registered a startup and deadline worker in place of the aggregate
maintenance sweep. Empty/terminal states disarm; overdue batches and
failures retain retries.
- Reused shared scoped deadline dispatch for secret expiry. The service
owns company-filtered SQL and expiry policy. Custom-image expiry
continues to use `registerDeadlineWork`.
- Added real PostgreSQL producer, outer-transaction, concurrent-write,
expiry, restart, interaction resolution, and drain/resume tests. Updated
startup wiring fixtures and documented the supported writer/lifecycle
contract.

## Verification

- Landing reconciliation at `c10eb1bcf752b058713e05d3345e5cf38dd3fa72`:
160 tests pass across the complete secret-proposal, scoped deadline,
company batch, coordinator, startup, custom-image service and
custom-image worker suites; no cases skipped in the accepted runs.
Server typecheck passes. This integrates master after #17443 landed;
fresh remote CI and Ponytail review are required before merge.

Current head: `5bbe17ad9ebc4573b08ed1a9323644ef9608ca09`. This remains a
single-duty PR stacked on #17443.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/5bbe17ad9ebc4573b08ed1a9323644ef9608ca09/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/5bbe17ad9ebc4573b08ed1a9323644ef9608ca09/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Notifications cover supported writers sharing the database signal
owner. Independent SQL writers and other process roots require a
separate ingress contract; startup recovery alone is not live replica
support.
- The shared coordinator and scoped worker also serve later stack
duties. Their defaults remain intact; existing voice, chat, native, and
startup consumers are included in integrated verification.
- Startup now checks overdue proposals immediately. During drain,
physical cleanup waits; approval still rejects expired proposals
synchronously.
- Each due company pass remains bounded to 100 rows. Failed scopes back
off from 30 seconds to five minutes; healthy overdue work keeps
draining. Self-generated write hints coalesce and do not erase a failed
sweep's backoff.
- Heartbeat-disabled behavior and Cloud sleep-safety gates remain
unchanged. This does not establish deployed suspension or external wake
coverage. Tool review and gateway token cleanup remain separate slices.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:36:28 -05:00
DottaandPaperclip 5982246771 fix(server): schedule custom-image setup expiry from committed changes (#17443)
## Thinking Path

> - Paperclip manages AI agent work and its execution environments.
> - Interactive image setup sessions must expire even when users leave.
> - The server currently scans these sessions on every maintenance tick.
> - Empty scans keep the instance and database active.
> - Existing session rows already record status and expiry.
> - This pull request uses transaction signals and the shared scheduler
for those rows.
> - Empty and completed setup history no longer create recurring cleanup
queries.

## Linked Issues or Issue Description

**What happened?**

The server checks custom-image setup expiry every heartbeat maintenance
tick, even when no active session exists.

**What did you expect?**

Session writes should update the next cleanup deadline. Existing
provider cancellation and cleanup ownership must remain intact. Empty
state should stay quiet.

**Steps to reproduce**

Run an instance with heartbeat scheduling enabled and no custom-image
setup sessions. Observe repeated setup-expiry reads.

Refs #17145. This is the first PR in the recurring server sleep stack.
Its base is master. The full requested scope and verification contract
are recorded in `doc/plans/2026-10-24-recurring-server-sleep-stack.md`.
Follow-up PRs target their predecessor and each own a separate reason
for recurring work.

## What Changed

- Carry the historical cleanup retry-observation fixture repair and its
existing external test-database hook at the stack foundation. Runtime
scheduling is unchanged.

- Carry the previously verified login-cleanup fixture settlement
correction at the stack foundation so every intermediate CI run receives
it. This is test-only maintenance; custom-image expiry behavior is
unchanged.

- Add a custom-image expiry worker to the existing delivery coordinator.
Remove its maintenance-tick scan.
- Signal initial creation, provider refresh, cancellation/failure, and
promotion inside their owning transaction.
- Keep the active-status predicate, earliest saved expiry, and provider
behavior in the custom-image service. Shared code gains only a queue
topic.
- Preserve startup recovery, bounded retries, concurrent write
generations, and drain deferral. No tables or external alarm changes.
- Add PostgreSQL lifecycle tests and repair this suite's database
cleanup callback. A dedicated external test URL permits disposable
PostgreSQL when the host cannot start another embedded cluster.

## Verification

Current head: `3507c6be1e054fdd93353d5dcf77d4899b44518f`. This remains a
single-duty PR stacked on master.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/3507c6be1e054fdd93353d5dcf77d4899b44518f/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/3507c6be1e054fdd93353d5dcf77d4899b44518f/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover supported service producers sharing the DB owner.
Independent SQL and another process require the existing
restart/reconciliation contract.
- Failed provider cancellation retains the existing failed-session and
historical-cleanup behavior. This PR changes scheduling, not teardown
authority.
- Active rows without an expiry preserve the existing behavior; no
deadline is invented. Cloud sleep eligibility remains conservative.
- The worker remains in the existing heartbeat-enabled startup path. It
does not change disabled-scheduler behavior or prove deployed
suspension.

## Model Used

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

## Checklist

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

Review follow-up: Added a real producer commit during a paused deadline
read. Updated startup assertions for coordinator ownership and removed
added code comments. The three affected suites pass (102 tests). The
separate login-cleanup suite also passes locally (16 tests); its prior
CI consume test timed out, and the fresh complete CI run passed.
External PostgreSQL tests now use the repository guard for disposable
databases ending in `_test`.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:17:01 -05:00
DottaandPaperclip 50b932a142 fix(server): require approval before onboarding task creation (#17914)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/78/changes/paperclip/78
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages agent work and human decisions.
> - Onboarding asks the first agent to propose a task before it starts
work.
> - The first-task skill requires human acceptance before task creation.
> - The native tool could create and schedule that task without
acceptance.
> - REST task creation had the same gap.
> - This change checks saved acceptance in the shared creation
transaction.
> - Valid approvals and ordinary delegation keep their existing
behavior.

## Linked Issues or Issue Description

**What happened?**

An agent could create a task from the canonical onboarding first task
before the user accepted its proposal. A real journey caught this after
the agent read the first-task skill. A local database regression
reproduces the missing check in the native tool and both REST creation
endpoints.

**Expected behavior**

New task creation must wait for saved human acceptance of the latest
ordinary proposal. A different parent or a standalone task must not
bypass that check.

**Steps to reproduce**

1. Bind an authenticated agent run to a server-created onboarding first
task.
2. Leave its proposal unaccepted.
3. Call native `create_task`, `POST /api/companies/:companyId/issues`,
or `POST /api/issues/:issueId/children`.
4. Before this fix, creation succeeds. After this fix, it is denied
before a child or wake is committed.

**Paperclip version or commit**

Reproduced on `3be54534c24fc279533ff421e62a77ad15b72954` before the fix.

## What Changed

- Add a shared check for new task creation from an authenticated
onboarding run.
- Read the latest ordinary confirmation across both confirmation kinds
under the source task lock.
- Require a human card decision or validated conversational acceptance.
Require the current revision for a saved plan.
- Preserve ordinary delegation, committed replay, and dispatch recovery.
- Add database regressions and update execution and onboarding map
documentation.

## Verification

- Real PostgreSQL regression before the fix: 17 failures and four
passing approval/delegation controls. No skips.
- Exact published source: 102 tests passed across admission,
conversational confirmation, and project tools, including all 25
admission regressions. Real Linux PostgreSQL, no skips.
- `pnpm build` and `pnpm -r typecheck` passed locally.
- Map checks and `git diff --check` passed.
- `pnpm test:run` was attempted locally. Existing suites failed because
the host exhausted PostgreSQL semaphore sets. The remaining owned test
process was stopped; its failed log is preserved. No unrelated database
was stopped. Current-head Linux CI passed, including build, typecheck,
and browser E2E. The first CI attempt lost runners; its evidence is
preserved, and interrupted jobs passed one CI rerun.
- The live Cloud attempt remains failed. Local tests do not qualify
Cloud onboarding, artifact delivery, or native tracing. No deployment or
model retry is part of this change.

## Risks

A stricter creation check could reject a valid approval. Tests cover
direct, conversational, checkbox, dismissed-card, and clock-skew cases.
The check applies only to new tasks from the canonical onboarding run.
It does not change existing task updates, execution policy, or wake
recovery.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 12:30:50 -05:00
DottaandPaperclip 6e781e0ab2 fix(connections): preserve removed grants when saving installs (#17906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external tools through access
profiles.
> - Operators can remove a broad app profile and keep a limited profile.
> - Saving a connection's agent list restored the broad profile to
existing installation targets.
> - Those restored grants could permit write tools that the limited
profile omitted.
> - This pull request grants the app profile only to new installation
targets.
> - The benefit is stable permission choices when an operator edits an
installation list.

## Linked Issues or Issue Description

**What happened?**

`PUT /api/tool-connections/{connectionId}/installs` attached the app
profile to every target in the submitted list. An existing target
received the profile again if an operator had removed it. Adding an
agent, removing another agent, or saving the same list could therefore
restore broad tool permissions. The activity log recorded each restored
binding as `tool_connection.install_access_extended`.

**Expected behavior**

Targets that remain installed keep their saved profile assignments. A
removed app-profile assignment stays removed. New installation targets
receive the current app-profile defaults. Removing an installation still
removes its install-derived binding.

**Steps to reproduce**

1. Install a connection with read and write tools on two agents.
2. Give one agent a read-only profile and remove its broad app-profile
assignment.
3. Save the installation list, add an agent, or remove the other agent.
4. Check the first agent's permission to use the write tool.

Before this change, the write tool becomes allowed again. After this
change, it stays denied.

Related: #17422 adds an agent-edit permission check to direct profile
bind and unbind operations. This PR preserves removed assignments during
installation-list updates. The duplicate search found no open PR for
this defect.

## What Changed

- Attach app-profile bindings only for new installation targets.
- Preserve removed grants for existing agent and company installations.
- Keep legacy connection-wide include cleanup on every non-empty
installation save, including saves with no added targets.
- Add six PostgreSQL regressions. All six use the real install HTTP
route with a local operator fixture.
- Check effective read/write decisions, saved assignments, new-agent
defaults, uninstall cleanup, legacy-rule cleanup, and access-extension
audit records.
- Document the behavior in the connector runbook and both access maps.

## Verification

- Red: all four new regressions fail before the fix. The policy returns
`allow_profile` where the tests require `deny_default`.
- Review regression: the two legacy-rule cases fail before the review
correction. The original four cases still pass.
- Green after review: all six regressions and five existing
profile-precedence tests pass after the correction.
- Command: `pnpm exec vitest run
server/src/__tests__/tool-connection-installs.test.ts
server/src/services/tool-profile-binding-precedence.test.ts`.
- The local regression used `PAPERCLIP_TOOL_ACCESS_TEST_DATABASE_URL`
with a separate, fully migrated PostgreSQL 17 test database. Embedded
PostgreSQL could not start because the host had reached its semaphore
limit. Skipped tests were not counted as a regression pass.
- `pnpm -r typecheck` and `pnpm build` passed for the initial fix.
Server `tsc --noEmit` also passes after the review correction.
- `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check` pass.
- `pnpm test:run` was started, then stopped after 16 tests in the
native-session suite failed during embedded PostgreSQL startup. A
focused rerun of its `collect` case confirmed the database startup
error. Direct `initdb` output reported `could not create semaphores: No
space left on device`. The full local suite is incomplete. All six new
regressions executed against the separate test database and passed.
- [Initial-fix
CI](https://github.com/paperclipai/paperclip/actions/runs/40541191695)
passed at `23253ee332b90f142e48df3f553aeaaa7f6fa298`. Greptile gave that
commit 5/5. Ponytail found the legacy cleanup gap; this revision
restores that cleanup and adds both regression cases.
- [Current-commit
CI](https://github.com/paperclipai/paperclip/actions/runs/40547366181)
passes for `729c487cf2ffaae261a820de0cf9a033a0365fd4`, including type
checks, build, test shards, and both `ci / verify` and `ci / e2e`
aggregate checks.
- The first CI attempt hit a 30-second module-import timeout in the
unchanged `issue-agent-mutation-ownership-routes.test.ts` suite. All 179
tests passed locally. One [job
retry](https://github.com/paperclipai/paperclip/actions/runs/40547366181/job/122349226221)
passed without a code change. The cause of the import slowdown was not
established. The failed attempt remains recorded in CI history.
- Greptile and Ponytail both give the current commit 5/5 with no
actionable findings. Ponytail confirms the legacy cleanup finding is
fixed. The review thread is resolved, and the PR has no merge conflicts.
Ponytail's advisory check has a neutral conclusion with a 5/5
assessment.

## Risks

- New installations retain the current app-profile defaults. Removing
and then reinstalling a target is a new installation.
- A repeated installation save no longer restores a missing profile
assignment. Operators must use an explicit profile assignment when they
want to restore that grant.
- Existing unwanted grants still require a separate access review and
repair. This PR does not change stored grants, reconnect identity
behavior, or the default access model.
- No database migration or API schema change is required.

## Model Used

- OpenAI GPT-6 in Codex, with reasoning, repository tools, and code
execution. The session does not expose the exact routed model ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 12:25:01 -05:00
DottaandPaperclip f6ba9afab0 perf(server): narrow explicit continuation run reads (#17896)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must prove that old execution stopped before it admits new
user input.
> - Explicit continuation reads the source run before and after it takes
the run lock.
> - Both reads transfer the saved prompt and the full Runner profile.
> - The preflight needs only identity, comment, adapter, and workspace
receipt fields.
> - This pull request narrows those reads and keeps the complete locked
profile for session proofs.
> - The benefit is less database transfer with the same admission and
recovery rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Explicit native continuation admission after a failed or stopped run.

**Current behavior**

The preflight and locked reread select complete heartbeat run rows.
Large saved contexts and execution profiles cross the database
connection twice.

**Proposed behavior**

Read only required scalar fields and typed context keys. Read only
historical adapter identity and workspace sync receipts before the lock.
Keep the complete Runner profile in the locked reread. Keep lock order,
company scope, text lookup of historical run IDs, stop proofs, queued
input, and replay rules.

**Reason and benefit**

A synthetic PostgreSQL 17 fixture removes 74.9% of the two queries'
DataRow bytes. This result is local query evidence. It is not a claim
about deployed latency or monthly transfer.

**Breaking changes**

None intended. No schema, API, migration, workflow, or dispatch contract
changes.

**Additional context**

Related: #17491 narrows the separate execution blocker read path. This
PR covers explicit continuation admission. The PR has no dependency on
the other byte reduction PRs.

## What Changed

- Select required continuation fields and typed context keys instead of
complete run rows.
- Read a small historical adapter/workspace profile during preflight.
Preserve the full locked profile for exact suspended-session and
quarantined-cleanup proofs.
- Narrow four helper input types to their actual field requirements.
Their runtime behavior is unchanged.
- Add real PostgreSQL admission comparison coverage and a reproducible
baseline/treatment benchmark.
- Document the query boundary and benchmark command.

## Verification

- Baseline: `663fe667d66d3863d0919a8724f1d99500feef0b`.
- Disposable PostgreSQL 17.11. One source run has a 192 KiB
incompressible context and two 96 KiB profile payloads.
- Command: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-continuation-run-reads.ts
--baseline-ref=663fe667d66d3863d0919a8724f1d99500feef0b`. Set
`PAPERCLIP_CONTINUATION_BENCHMARK_DATABASE_URL` to a disposable database
ending in `_test` to use an external server.
- The harness captures SQL generated by both real service versions.
Baseline imports use current helpers; only their TypeScript input types
changed in this PR. Their runtime behavior stays fixed.
- Preflight DataRow bytes: 394,067 to 466 (99.88% less). Locked reread:
394,067 to 197,168 (49.97% less). Combined: 788,134 to 197,634 (74.92%
less).
- Byte counts cover exact PostgreSQL text-format DataRow frames. They
exclude RowDescription, command metadata, TLS, TCP, and other queries in
the service.
- Seven measured samples per query follow two warmups. The order
alternates. Final-head median preflight time: 6.53 to 2.28 ms (ranges
5.34–7.41 and 1.84–4.46 ms). Median locked read: 8.06 to 5.26 ms (ranges
5.94–13.84 and 4.61–6.81 ms). These are warm local SQL measurements
under shared machine load. The deterministic byte counts are the
acceptance criterion; these noisy timings do not establish a deployed
latency gain.
- The harness compares the admitted continuation, blocked reasons, every
retained scalar column, kept JSON, and the full locked profile. It fails
unless the fixture removes more than half of the two reads' DataRow
bytes. It records SQL, parameters, revision identity, samples, and
EXPLAIN plans.
- All 291 continuation tests pass together on the final head with no
skips in a clean isolated PostgreSQL 17 database. This includes all
seven new projection comparisons and six malformed/missing JSON cases.
- Edited server TypeScript check passes: `node
node_modules/typescript/bin/tsc --noEmit -p server/tsconfig.json`.
- `pnpm -r typecheck` and `pnpm build` pass on the final head. The
normal server build verifies the complete pinned Copilot closure. Local
full `pnpm test:run` is not claimed: host embedded PostgreSQL startup
limits prevent that gate. The isolated PostgreSQL regressions pass; the
full exact-head test matrix runs in CI. The targeted exact-head test
retry passes all 4,086 tests in 98 files. All CI verification checks and
the dependent aggregate are complete and successful on head
`47c1b5f7d17a58310f7a3ebd494fdcaa814777c2`. Greptile completed cleanly
on head `47c1b5f7d17a58310f7a3ebd494fdcaa814777c2`: 5/5, no findings,
and no unresolved review threads.
- Local setup evidence: embedded initdb could not load its ICU data
library. Tests therefore use a dedicated PostgreSQL 17 container. A run
against reused test fixtures produced stale sweep failures; a new clean
database passed all 285 cases. The first comparison mock replaced an
unrelated aliased query; it was narrowed to the two admission reads
before the clean pass.

- The first [server test shard
6/12](https://github.com/paperclipai/paperclip/actions/runs/40529210562/job/122277218565)
failed one existing workspace-recovery case: a third export stayed
`scheduled` at its 20-second poll deadline; 4,085 other tests passed.
The exact case passes on the pinned baseline and final head with the
same PostgreSQL 17 fixture. Temporary spies recorded zero calls to both
changed admission functions in either replay. Other touched helpers have
type-only changes. This supports one timing-flake retry; the exact
scheduler delay remains unproven. The single [targeted shard
retry](https://github.com/paperclipai/paperclip/actions/runs/40529210562/job/122285744135)
passes all 4,086 tests in 98 files. The exact case completes in 17.25
seconds. The dependent aggregate is complete and successful. No timeout
or unrelated runtime code was changed.

- The separate Paperclip Review check ended `NEUTRAL` without a final
report. The completed source review is the exact-head Greptile 5/5
result above.

## Risks

- A future admission check may need an additional saved context key.
Keep the projection and helper contracts in sync with that consumer.
- Exact suspended-session and quarantined-cleanup proofs still require
the complete Runner profile. This PR retains it under the lock rather
than weakening those checks.
- JSON values retain their types and missing keys stay absent.
Malformed-context comparisons preserve the existing controller hold.
- These measurements use synthetic local data. Deployed transfer savings
require a fresh capture after rollout. Nothing was deployed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and context
window are not exposed by this session. The work used repository tools,
code execution, and real PostgreSQL validation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 12:05:51 -05:00
DottaandPaperclip 6e5b9794d6 perf(github): avoid duplicate webhook body reads (#17894)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub webhooks enter a durable action queue before the worker
processes them.
> - A worker must check retry eligibility and win an atomic claim before
it replays a delivery.
> - The current eligibility read returns the complete webhook body, and
the successful claim returns it again.
> - This pull request reads small eligibility fields first and returns
the body only to the successful claimant.
> - The worker keeps its retry, ownership, runtime, credential, and
recovery checks.
> - The benefit is less database transfer without removing durable
replay data.

## Linked Issues or Issue Description

Refs: #17666, #15981. Those changes own the existing recovery scheduler
and ingress module. This PR changes the result projections and
validation order within that module. It has no dependency on another
open PR. A public issue and PR search found no duplicate change.

**What existing behavior does this improve?**

The durable GitHub webhook worker reads action eligibility and replays
claimed deliveries.

**Current behavior**

The first read returns all action columns and the complete webhook body.
A successful claim returns them again. An active claim or future retry
also downloads a body that this worker cannot process.

**Proposed behavior**

Read only ID, status, result, and update time for eligibility. Return
ID, endpoint ID, and payload from the successful atomic claim. Validate
that claimed payload before replay.

**Reason and benefit**

A synthetic 131,105-byte webhook body produces about 263 KB of response
values before this change. The changed service returns about 132 KB for
successful processing and fewer than 150 bytes for skipped work. This
removes duplicate body transfer.

**Breaking changes**

There is no public API or schema change. Malformed active or delayed
rows now remain under their current claim or retry deadline. The
eligible claimant validates and fails them later. A worker that does not
own the claim can no longer clear their payload.

## What Changed

- Use a small projection for initial action eligibility.
- Return the replay body only from a successful claim. Keep the existing
status, stale-time, and previous-attempt guards.
- Validate the row returned by the claim. Fence invalid-payload
settlement by kind, processing status, and the claimed attempt.
- Add 19 real PostgreSQL regressions for complete replay bodies, skipped
work, retries, stale-claim recovery, contention, corrupt bodies, claim
loss, replacement bodies, and payload retention.
- Wait for the saved chat authentication link in one existing async UI
test. Keep its exact destination and all other assertions. This repairs
a second independent CI test failure without changing product UI.
- Accept the two precise invalid-repository diagnostics from Git 2.55
and 2.56 in one existing test. This repairs an independent CI
compatibility failure. It changes no Git expiration service behavior.
- Add a reproducible benchmark that loads the real baseline service from
an explicit commit. It captures generated SQL and parameters, query
plans, response-value estimates, timings, and complete valid-work
behavior comparisons.

## Verification

- Baseline: `663fe667d66d3863d0919a8724f1d99500feef0b`.
- PostgreSQL 17.11, Node 24.22.1. The fixture uses synthetic random body
content. No hosted database or provider was changed.
- `pnpm exec vitest run
server/src/services/chat-channels/github/webhook-ingress.test.ts`: 19
passed with a dedicated disposable PostgreSQL database.
- Existing assembled GitHub tests: recovery from pre-ingress failure,
scheduler retry and restart, exact terminal redelivery, runtime
pause/resume, recovery tombstones, and credential rotation passed.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`:
passed.
- Benchmark: `node --import ./server/node_modules/tsx/dist/loader.mjs
scripts/benchmark-github-webhook-ingress.ts
--baseline-ref=663fe667d66d3863d0919a8724f1d99500feef0b`. The default
uses disposable embedded PostgreSQL. `PAPERCLIP_TEST_DATABASE_URL` can
select a dedicated migrated test database with a name that ends in
`_test`.
- Ten timed samples after two warmups, with alternating
baseline/treatment order. The main acceptance criterion is response
size, rather than a timing threshold. The 0.51 ratio bound is
deterministic for this fixed synthetic fixture; it is not a promise for
arbitrary webhook bodies or result metadata sizes. Focused tests measure
the body transfer reduction directly. Actual wire savings require
post-rollout measurement.

| Scenario | Baseline response-value bytes | Changed response-value
bytes |
| --- | ---: | ---: |
| Received | 263,276 | 131,547 |
| Due retry | 263,342 | 131,613 |
| Stale processing | 263,291 | 131,563 |
| Future retry | 131,692 | 136 |
| Active processing | 131,642 | 86 |
| Processed | 131,659 | 103 |

The benchmark compares response status/body, all stable durable action
fields, and the replay body, signature, delivery ID, and provider
routing. All six valid scenarios match. It excludes generated row IDs
and timestamps. The final measurement records treatment commit
`f1ad8ce838700237b56f895cc61a9c6ed0850cd6`, an empty initial worktree
status, and the SHA-256 of the actual source. It ran from the server
directory to verify that Git paths resolve from the repository root.
Local timing ranges overlap and vary with host load. An earlier loaded
repeat had a due-retry median of 19.61 ms before and 22.58 ms after, so
no consistent latency gain is claimed. The byte reduction is the
verified result. Response-value estimates exclude PostgreSQL
protocol/TLS overhead and JSONB whitespace. These are local
measurements, not a claim about deployed latency or a monthly bill.

`pnpm -r typecheck` and `pnpm build` passed on production-change commit
`6f4f36bff525494dadda30b49ea6a9a33976e1ab`. Greptile completed with 5/5
and no review threads on that commit. Commit
`2abf9b1e50c568b632e7568398a5826a6122e456` changes only the Git test
matcher. Commit `f1ad8ce838700237b56f895cc61a9c6ed0850cd6` fixes
benchmark provenance after automated review. Commit
`ee2a96dad549c72da3132d2b93fd11eb1c45bc31` repairs an existing async UI
test. Final commit `994d398d12be65f595b305d1c2f8a61b9d587ff9` extends
real PostgreSQL contention coverage after review. Full CI completed
successfully on that final head: [workflow run
40537698349](https://github.com/paperclipai/paperclip/actions/runs/40537698349).
All 55 successful checks, one neutral review, and two optional skipped
checks are terminal; none are pending or failing. Fresh Greptile and
Paperclip reviews are both 5/5, with zero unresolved review threads. The
production source SHA-256 remains
`402f9c66cd030c9ded9f39a3bc72d26c56627752c0950b102adcab15c4512df3`, so
the production proof is unchanged. The full local `pnpm test:run` was
not completed because this host exhausted embedded PostgreSQL semaphore
resources; the focused real PostgreSQL tests used a private disposable
container. Current-head remote CI passed the full suite. A direct server
typecheck before runner preparation reported missing runner build
outputs; supported preparation and the full typecheck then passed. The
first complete build found a partial local Copilot closure from the
dependency cache. The complete pinned closure was restored and verified,
then the complete build passed. The first local test run also found a
fixture teardown order error; the teardown was corrected, then all 17
tests passed. Frozen dependency installation failed on the existing
master patch metadata. Independent cached dependency directories were
cloned, their workspace links were checked, and no dependency manifest
or lockfile was changed.

The first CI server4 shard failed one existing Git expiration test: Git
2.56 reported `gitfile does not point to a valid repository`, while the
test expected the Git 2.55 phrase `not a git repository`. The service
returned the correct `inspection_failed` result and preserved the
workspace. Separate test-only commit
`2abf9b1e50c568b632e7568398a5826a9c6ed0850cd6` accepts either precise
diagnostic. The affected assembled test passed locally with real
PostgreSQL 17.11 and Git 2.55; the captured CI diagnostic also matches,
and unrelated permission errors do not. This was a compatibility
failure, not a transient failure or an unchanged rerun.

Paperclip Review found that the benchmark recorded its own scratch
directory as an uncommitted change. The final benchmark-only repair
captures repository status before scratch creation, runs Git commands
from the repository root, records the source hash before measurement,
and rejects source edits during measurement. A full benchmark run from
the server directory then reported clean provenance and passed all six
byte/behavior comparisons. The review thread was marked addressed after
this proof.

The next full CI run found a separate unchanged UI test failure in
`ConnectionIntentInteractionBody.test.tsx`: the saved authentication
link was still absent after one fixed flush. The same failure reproduced
locally: one failed and 50 passed. Separate test-only commit
`ee2a96dad549c72da3132d2b93fd11eb1c45bc31` uses the existing bounded
`waitForAssertion` helper around the identical destination assertion.
The whole file then passed all 51 tests, and UI token gates passed. The
no-extra-setup and no-automatic-completion assertions remain. No UI
runtime or timeout changed.

Paperclip Review also asked for parallel claims from stale-processing
and due-failed rows. The contention test now covers those states and
received rows. Each case holds the claims until all 12 workers have read
the same eligible attempt, then uses real PostgreSQL to assert one
replay and exactly one attempt increment. The whole focused suite passed
all 19 tests. This coverage change does not modify production code or
the measured queries. The review thread was marked addressed after this
proof.

## Risks

- Payload validation now follows claim commit. If the process stops
there, the existing stale-claim recovery path retains the body and
retries it. Tests cover fresh and stale processing rows.
- A malformed future retry now fails when due instead of being cleared
by an unrelated early worker. The claimed-attempt guard prevents invalid
settlement from overwriting a later claim. Terminal invalid-payload
settlement intentionally retains the baseline result shape (`code` and
`retryable: false`, without `attempts`). Changing that result contract
is outside this byte reduction; the non-retryable row cannot become due
again.
- Existing runtime-generation, credential, recovery-source,
replay-barrier, redaction, and retry checks remain in place. Existing
assembled tests cover these boundaries.
- There is no migration, startup job, dependency change, or deployment
in this PR.

## Model Used

- OpenAI GPT-6 through Codex. The exact runtime model ID and context
window are not exposed by this environment. Capabilities used: source
analysis, code editing, shell tools, PostgreSQL experiments, and
automated 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 (The
public contract is unchanged; benchmark usage and evidence are
documented above.)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 12:05:30 -05:00
DottaandPaperclip 7a0c9c23cf perf(github): reduce inherited review-wait transfer (#17893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub review tasks can retain a passive wait after a review is
published.
> - The wait check reads current requester, task, agent, repository, and
publication bindings.
> - It also transfers the complete assessment for one commit comparison.
> - Large review summaries and findings add repeated database transfer.
> - This pull request selects only the typed reviewed commit value.
> - The wait keeps its existing checks and transfers less data.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The inherited GitHub review-wait check in the server.

**Current behavior**

The joined query selects the complete assessment JSON. The caller uses
only `assessment.reviewedCommit`.

**Proposed behavior**

Select `assessment->'reviewedCommit'`. Keep its JSON type and the strict
comparison with the head SHA. Keep all joins, filters, ordering, and
publication checks.

**Reason and benefit**

The synthetic PostgreSQL 17 fixture reduces one result DataRow from
6,874 bytes to 423 bytes (93.85%). This measurement excludes response
metadata, TLS, and TCP. It does not predict a monthly bill or deployed
savings.

**Breaking changes**

None. No public API, stored data, schema, or execution policy changes.

**Additional context**

Related work: #17562 narrowed a different external-review candidate
query. This PR changes the inherited published-review lookup. The
duplicate search found no matching open change.

## What Changed

- Select the commit as JSON, rather than text, to preserve strict
comparison for legacy numeric, object, array, missing, and null values.
- Add real PostgreSQL regressions for narrow responses, unchanged stored
assessments, revocation, tenant and agent bindings, and a newer queued
head.
- Add a synthetic benchmark that captures the real baseline and
treatment SQL, compares outputs, and measures raw DataRow bytes.
- Document the read contract and benchmark command.

## Verification

- Baseline: `663fe667d66d3863d0919a8724f1d99500feef0b`.
- `vitest run server/src/__tests__/github-review-wait.test.ts`: 14 tests
passed on disposable PostgreSQL 17.11.
- Restoring the baseline query makes the response-size regression fail:
8,823 column-value bytes exceed the 1,000-byte bound. Restoring
treatment passes.
- Benchmark: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-github-review-wait.ts
--baseline-ref=663fe667d66d3863d0919a8724f1d99500feef0b`.
- The benchmark compares every unchanged SQL column and full service
output. It also compares 15 JSON cases and live connection revocation.
- Two warmups and seven alternating samples had overlapping latency
ranges. No latency improvement is claimed.
- `pnpm -r typecheck` and `pnpm build` passed locally.
- Twenty existing published-review consumer regressions passed on
PostgreSQL 17.11. These cover continued review, a newer head,
publication state, and a connection-disable race at final commit.
- Final-head focused tests passed again after the benchmark-only review
fix.
- Final benchmark treatment: `d94410a6e6bb83e727afdf09cff450a91a89edd6`,
with an empty source diff. DataRow bytes remained 6,874 to 423. Warm
medians were 3.11 ms before and 3.43 ms after, with overlapping ranges.
This proves byte reduction, not a latency improvement.
- A provenance check with one staged and one unstaged source edit
confirmed that the benchmark records both from the documented server
working directory. Those temporary edits were removed.
- All final-head CI checks passed for
`d94410a6e6bb83e727afdf09cff450a91a89edd6`. Greptile scored this exact
commit 5/5. There are zero unresolved review threads or recommendations.
The independent Paperclip review also scored this commit 5/5.
- The first local embedded PostgreSQL attempt failed before assertions
because the host exhausted System V semaphores. A direct `initdb`
reproduced `could not create semaphores: No space left on device`. The
passing focused proof used an owned disposable Docker PostgreSQL 17
container. `pnpm test:run` was not completed locally because of that
host limit. The full final-head CI suite passed.
- The final CI aggregate briefly reported `in_progress` after all of its
steps and the workflow had completed successfully. One rerun of only
that aggregate produced a terminal success. The test matrix was not
rerun.
- The initial frozen install hit the existing upstream patch/lock
configuration mismatch. A cached non-frozen local install succeeded. The
generated lock change is excluded from this PR.

## Risks

The selected commit must retain its JSON type. Using `->>` could turn
numeric `1` into text and accept a malformed assessment against head
`1`. The regression covers this case. The complete assessment remains
available for actual review and publication. Existing fresh authority
checks remain in place. No migration is required.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 12:05:01 -05:00
DottaandPaperclip 585b4e6af8 fix(chat): preserve deferred Retry source batches (#17883)
## Thinking Path

> - Paperclip manages agent work through tasks and governed execution.
> - Connected conversations retain the source and authority for each
request.
> - Task Retry pins the full saved GitHub input batch before it waits
for cleanup.
> - Resuming that wait could append an independent board queue after
authorization.
> - Dispatch then rejected the changed batch before the provider
started.
> - This pull request keeps the authorized batch intact and restores
certified undelivered input from historical failed attempts.
> - Each board message retains a separate turn and its own admission
checks.

## Linked Issues or Issue Description

**What happened?**
A deferred GitHub task Retry could consume a separate board message
while promoting its saved receipt. The new run then failed with
`chat_failed_run_retry_not_authorized`. A second Retry could also fail
because the historical run retained the mixed batch.

**Expected behavior**
Retry must preserve the source batch it authorized. Separate board input
must keep its own execution path. Historical input may be restored only
when durable evidence proves that the rejected attempt never started a
provider.

**Steps to reproduce**
1. Retain ten authorized GitHub requests behind a failed native turn.
2. Start task Retry while the predecessor still lacks its exact
termination receipt.
3. Save an independent board message.
4. Complete cleanup and resume the same Retry receipt.
5. Observe the mixed batch rejected during dispatch. Retry that failed
attempt to reproduce the second refusal.

Refs #17725 for the existing saved-input Retry contract. This change
repairs the later queue merge and its retained failed state. Related
#17878 covers snapshot continuation and later turns in recovered
directories; its workspace repair can be reviewed independently.

## What Changed

- Keep deferred chat Retry promotion scoped to its exact receipt.
Ordinary board Retry coalescing retains its existing behavior.
- Let a new explicit task Retry restore a historical mixed batch only
after strict never-started, source, ownership, allocation, board-comment
and prior-delivery checks.
- Preserve failed-run history and original budget-skipped receipts.
Record restored queue ownership in activity.
- Add production queue and HTTP-route regressions. Update the execution
contract and verification maps.

## Verification

- Before the repair, the deferred ten-input batch failed before identity
initialization. The same regression now reaches the real initializer
with the exact GitHub batch. The independent board message then reaches
its own initializer in a separate turn.
- Before historical recovery, ordinary task Retry refused the persisted
mixed failed batch. The repair passes that case without changing the
failed run. HTTP duplicate requests retain one Retry owner. An
additional compatibility probe restored the old queue candidate
predicate and removed all historical mixed-state fixture writes: the
real producer created the exact batch and the complete historical HTTP
recovery case passed (1/1). The fixed-source historical fixture now uses
the production serializers.
- The affected Retry group passes 86 cases on commit
`325c00158df5569f5b42731cda4ecc4584909d99`, including already-coalesced
external receipts. Refusals cover edited sources, active controllers,
unresolved allocations, changed receipts, foreign external receipt
ownership and prior delivery of either board or GitHub input, including
immutable budget-skipped receipts.
- Full workspace `pnpm -r typecheck` and `pnpm build` pass with these
source changes. Map, module-boundary and diff checks pass.
- Full local `pnpm test:run` was started. The host cannot create
additional PostgreSQL semaphores; database-dependent suites fail or skip
at startup. The affected database group runs against a separate migrated
PostgreSQL 17.10 test database with Node 24.22.0 on macOS arm64.
- The regression deliberately stops after the real identity initializer
to avoid provider allocation. It proves HTTP, queue, source
authorization, identity and separate continuation behavior. It does not
claim a live model result, GitHub publication, deployment or recovery of
the original hosted task.
- Current head `325c00158df5569f5b42731cda4ecc4584909d99`: all checks
are terminal with no failures or pending checks; required `ci / verify`
and `ci / e2e` pass. Conditional Storybook checks are skipped. Greptile
and Paperclip each reviewed this exact commit at 5/5. Both earlier
review threads are resolved. Paperclip retains one optional robustness
suggestion for batch ordering; the verified historical producer order
remains a strict recovery contract.

## Risks

Restoring input could repeat work if the prior turn had executed. The
existing strict bootstrap proof rejects provider output, native state,
process or controller evidence, and allocations. Restoration also checks
current external authority, unchanged board revisions and other run
history. An uncertain executor remains held. No migration, provider
fallback or relaxation of dispatch validation is included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code editing and test execution. The exact runtime model ID and
context-window size are not exposed in this session. A separately shared
regression supplied independent reproduction evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 11:34:18 -05:00
DottaandPaperclip 3be54534c2 perf(server): decode workspace run context keys once (#17898)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed Git workspaces retain task and run obligations until cleanup
is safe.
> - Activity, expiration, retention and rehome share a run association
query.
> - That query repeatedly extracted three keys from wide historical JSON
contexts.
> - This pull request decodes those keys together and projects the six
fields its consumers use.
> - Native bindings, cleanup vetoes, lifecycle locks and fresh deletion
checks stay in place.
> - The benefit is less database work while preserving the same cleanup
decisions.

## Linked Issues or Issue Description

**What happened?**

Workspace activity and eligibility queries repeatedly decompress large
run contexts. An OR predicate extracts issue, task and workspace
compatibility keys separately. The run scope also materializes columns
its lifecycle consumers do not read.

**Expected behavior**

Read the same relevant runs and preserve all deletion and rehome vetoes
with less repeated JSON work. Keep existing native, historical and
pointer bindings independent.

**Steps to reproduce**

Run the synthetic PostgreSQL comparison below against baseline
`db70c5acd92f50fa37fb4f0dea3da0e7685089a2`. Repeat the small, large-tree
and combined controls documented in the PR.

Related work: #17464 preserves workspace descendants. #17877
reconstructs native workspace obligations. This change preserves both
contracts and adds no scheduling change.

## What Changed

- Decode the three legacy context keys together with `jsonb_to_record`.
A strict root-object guard preserves scalar, array and null behavior.
Independent native and pointer bindings still match.
- Materialize the full textual tree-ID set once. This avoids inflated
recursive estimates triggering JIT compilation for the correlated
decoder.
- Project the six run lifecycle columns used by activity, expiration,
orphan retention and rehome.
- Add binding, lease, malformed-shape and fresh-read regression cases.
Add a reproducible four-control benchmark and detailed evidence
documentation.

## Verification

- Full repository typecheck passed on the integrated final source.
- Six relevant suites passed all 209 tests against real PostgreSQL,
including the 20 new binding/shape cases, 25 eligibility cases, full Git
expiration/restoration, task-directory retention and configuration, and
isolated repository rehome. These cover conflicting bindings, company
isolation, duplicate admission, pending cleanup, controller leases,
non-object contexts and newly active consumers.
- PostgreSQL 17.11 comparisons use two warmups and five alternating
samples per variant. Each sample runs eight sequential workspace
queries. Every complete caller result and six-column relevant-run
multiset matches.
- Stress fixture: 4,813 runs and about 332 MB of run storage, with
unique wide contexts. Last-activity median: 1,071.54 to 743.45 ms per
eight workspaces, 1.44 times faster. Closed eligibility: 814.29 to
713.86 ms, 1.14 times faster. Idle eligibility: 721.46 to 481.69 ms,
1.50 times faster.
- Small-history control improves 1.23–1.36 times. The 250-descendant
stress control improves 1.24–1.30 times. Combined
small-history/large-tree activity and idle checks improve 1.19–1.22
times. Combined closed eligibility is neutral: 61.11 to 62.82 ms per
eight, about 0.21 ms extra per workspace.
- Stress last-activity ranges do not overlap: 920.27–1,111.22 ms before
and 689.14–880.40 ms after. Closed-eligibility ranges overlap; its
smaller median gain is directional.
- Last-activity buffer accesses fall from 113,202 to 38,081. Eligibility
run width falls from about 1,414 to 57 planner bytes. All final plans
retain one history scan with no JIT.
- Reproduce: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-workspace-activity.ts
--baseline-ref=db70c5acd92f50fa37fb4f0dea3da0e7685089a2
--docker-postgres=17 --reject-new-jit
--output-dir=/tmp/workspace-activity-stress`.
- Repeat with `--small`, `--descendants=250`, and both flags, using
distinct output directories. Each run creates and removes its own
synthetic database.
- Full CI passed on `bc4edd700f983e22f093d0a01e2f4c795075b982`: 54
successful checks, one neutral review and two expected Storybook skips,
plus successful Snyk status. Greptile is 5/5 on this exact head. There
are zero unresolved threads and the merge state is clean. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/40530494291).

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

## Risks

- Cleanup safety depends on complete run association. Tests compare
every retained run field and exercise downstream vetoes, not only row
counts.
- PostgreSQL plan estimates matter. Rejected per-key index probes were
up to 56 times slower on a small-history/large-tree control. An ANY
variant also regressed. The final shape passes all four controls under
default JIT settings.
- The final combined eligibility control is neutral. Synthetic SQL
timings do not establish deployed latency, provider behavior or actual
compute sleep.
- Review suggested a CASE/jsonb_typeof root guard as an optional
alternative. The strict JSONPath guard is retained because its scalar,
nested-array and independent-native behavior passes real PostgreSQL
tests and all four measured controls. No correctness defect was
identified. A replacement needs its own comparative measurements.
- Future consumers that need another run column must extend this
explicit projection.
- No migration, index, startup job, polling change or deployment is
included.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 11:23:09 -05:00
DottaandPaperclip 475f7df2e7 perf(server): prefilter chat milestone run candidates (#17892)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat publications connect a run to its authorized originating
conversation.
> - The milestone selector evaluates detailed lineage and final-answer
predicates.
> - A local plan evaluated these predicates across many unrelated run
and conversation pairs.
> - This pull request materializes recent runs that already match an
active or waiting conversation.
> - The existing query still makes each publication decision.
> - The benefit is less JSON work when most run history is unrelated to
active chat.

## Linked Issues or Issue Description

**What happened?**

The milestone candidate query repeatedly reads large run context values
for unrelated conversations. A synthetic baseline discarded 60,962 run
and conversation pairs through the complex join filter.

**Expected behavior**

Apply the existing same-company conversation binding before expensive
lineage checks. Preserve every candidate column, order, publication
decision and continuation rule.

**Steps to reproduce**

Run the two synthetic PostgreSQL comparisons below against baseline
`db70c5acd92f50fa37fb4f0dea3da0e7685089a2`. They capture complete SQL
from the actual service implementations.

Related work: #17606 changes chat lifecycle scheduling. #15802 deferred
milestone cadence. This SQL-only change leaves scheduling, startup
reconciliation and recovery intact. It has no dependency on those PRs.

## What Changed

- Materialize recent runs with an active or waiting same-company
conversation, using the unchanged native and legacy binding expression.
- Retain every outer lineage, continuation, final-response, privacy,
cursor, ordering and idempotency check.
- Add a real PostgreSQL historical-binding regression and
selective/dense performance controls.
- Document the measured gain and the dense-history tradeoff.

## Verification

- Dedicated binding, publication reconciliation and app coordination
suites passed all 27 tests across three files with real PostgreSQL where
required.
- The selective fixture has 2,615 runs, 55 conversation issues and about
192 KiB of pseudorandom context padding per run. Five alternating
measured samples follow two warmups on PostgreSQL 17.11.
- Final-harness selective milestone median: 1,495.85 ms before, 130.96
ms after, 11.42 times faster. Ranges: 1,483–1,716 ms and 125.59–135.85
ms. All 60 complete ordered rows match, including 15 explicit
historical-binding cases.
- Dense control: 736.71 ms before, 809.08 ms after, with overlapping
ranges. All 200 complete ordered rows match. This is inconclusive
performance evidence with possible materialization overhead.
- The unchanged native progress control is neutral in both fixtures. It
returns 41 equal complete ordered rows.
- The added large-window control has 12,215 runs, including 12,000
recent native history rows. A caller limit of one produces the real
service page size of 25. First-page medians 762.65 to 800.63 ms overlap
and are inconclusive. The 90% cursor improves 234.84 to 54.36 ms; the
99.99% tail improves 352.10 to 12.88 ms; the finished cursor improves
340.00 to 58.58 ms. Complete ordered results match: 25, 25, seven and
zero rows. Same-run later-conversation rows remain present.
- Large-window CTE materialization itself takes about 4.6–10 ms with
zero temp spill. This does not establish a materialization regression or
justify a larger production query rewrite.
- Reproduce the added window control with `--cursor-window` and a
distinct report path.
- Reproduce selective: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-chat-milestones.ts
--baseline-ref=db70c5acd92f50fa37fb4f0dea3da0e7685089a2
--docker-postgres=17 --report=/tmp/chat-milestones.json`.
- Add `--dense-chat` and a distinct report path for the dense control.
The harness applies normal migrations to a disposable container and uses
no hosted database.
- The existing real-service test at
`server/src/__tests__/chat-channels.integration.test.ts:34584` calls
enqueue with limit=1 four times, crosses 30 resolver-rejected
candidates, expects admissions [1,1,1,0], and asserts the exact three
publication keys plus internal-run exclusion. It passed and supplies the
full composition/publication-set proof requested in review.
- Assembled chat integration passed 37 selected tests. Together with the
27 focused tests, 64 checks passed. The selector covers bounded
draining, exact continuations, private summaries, final-answer
precedence, lifecycle idempotency and native progress races.
- Final head `1b3a6f50c9e7ec712dcbaf82c7fc3df141ec3f28`: [full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/40534934737),
with 55 successful checks, two skipped and one neutral. Greptile is 5/5
on this head; zero unresolved review threads. Paperclip Review is 4/5,
neutral, explicitly with no must-fix correctness or security defect. Its
remaining payload-memory/dense-overhead caution is retained here as a
measured residual tradeoff; an identity-only projection needs production
evidence and separate comparison.

- After the Drizzle metadata correction, both generated service queries
and every parameter remain byte-identical to the selective and dense
measured versions. The real PostgreSQL binding regression passed again.
- Full repository typecheck and build passed on the integrated final
source. The local full test command was stopped after native PostgreSQL
initialization failed repeatedly, producing 16 failures and skipped
database suites. It is incomplete, not a pass. Focused real-database
suites used disposable Docker PostgreSQL. Current-head CI runs the full
gates separately.

## Risks

- A materialized source can add overhead when most recent runs match
active conversations. The dense control does not establish a gain.
- Historical JSON comparisons retain string and whitespace semantics.
Test fixtures disable the normalization trigger only while inserting
retained historical shapes in disposable databases.
- Synthetic SQL measurements exclude provider delivery and do not
establish deployed latency, actual compute sleep or fleet-wide cost
reduction.
- No schema migration, index, startup job, polling change or deployment
is included.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 11:22:25 -05:00
DottaandPaperclip a26d217e94 fix(server): coalesce Cloud membership synchronization writes (#17890)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 11:21:44 -05:00
DottaandPaperclip 2f3516f6fd fix(github): authenticate external contributor lookups (#17902)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

**Paperclip version or commit**

The defect is present at `eda2a03bfe5213ffef2fbbdefdf572be775f1e14`.

**Deployment mode**

Server deployment with an active GitHub App bot connection.

## What Changed

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 11:19:14 -05:00
DottaandPaperclip ac22b1b1f9 fix: preserve recovered input and task directory continuity (#17878)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/60/changes/paperclip/60
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - Recovery must preserve files and the authority of each human
request.
> - Some failed native runs preserve a snapshot without completing
native copyback.
> - The saved input could remain blocked after recovery settled.
> - A later turn could also treat the new task directory as a Git base
because it inherited the agent default.
> - This change continues the same authorized input once and keeps its
saved directory usable on later turns and Retry after a pre-provider
preparation failure.

## Linked Issues or Issue Description

Refs #14905. Related: #17724 covers cleanup handoff after native
copyback. This change covers snapshot-only preservation and later turns
in its directory. #17814 covers a separate same-run checkpoint restore
defect. The open legacy-adapter change in #13291 does not cover this
native saved-input path.

## What Changed

- Forward the trusted deferred inbound request to native continuation
admission. Verify the exact unconsumed receipt and its source, actor,
company, agent, and task.
- Let historical holds for the same failed run use its settled recovery
strategy. Keep each controller and termination check.
- Keep the old native sync proof unchanged. Attach recovered files
through the verified snapshot path in a fresh attempt.
- Recognize only the current same-task, active local directory in the
canonical task or attempt namespace. Keep it on later turns instead of
applying inherited Git defaults.
- Keep the current healthy directory when canonical Retry follows the
exact pre-allocation Git-base failure. Require the committed source
link, strict server-produced failure events, no execution evidence or
unfinished owner, and the current canonical binding. Recognize the known
configuration warning without accepting arbitrary or provider-origin
warnings.
- Keep owned-directory readiness separate from repository-free strategy
selection. A repaired real Git checkout with explicit
task/project/assignee Git policy uses normal Git validation and
preparation. Preserve explicit fresh, new sources, immutable native
bindings, and locked path/binding checks.
- Add real PostgreSQL and filesystem regressions for admission, file
preservation, and the complete later-turn heartbeat policy chain.

## Verification

- Real PostgreSQL callback/queue regressions are RED on unchanged
production and GREEN with this repair: one successor from the same
authenticated saved request, with filesystem snapshot preservation. The
24-case source/Retry matrix passes and retains termination, allocation,
generation and revocation negatives.
- Actual browser use exposed both later-turn Git-base failure and
canonical Retry selecting an empty sibling. The real heartbeat
selection/configuration/preparation/Retry regressions reproduce each.
All 81 workspace-preparation cases passed before the final repaired-Git
edge; all 17 final affected phase-chain/safety cases pass, including
that new case. Its finalized oracle checks effective Git policy, an
actual Git checkout and saved-file bytes. Known preparation warnings
pass; unknown/provider warnings and execution contradictions do not
certify reuse.
- Full workspace typecheck, full build with matching `5342bd52da` stamp,
maps and diff checks pass. Runtime commit `5342bd52da` passed CI with 53
successful checks and 2 conditional Storybook skips, and Greptile 5/5
with zero unresolved threads. The follow-up `9096fe8f62` removes only
the feature/access map additions as requested; runtime and test files
are byte-identical. Map structural and diff checks pass. Greptile
reviewed this exact final commit at 5/5 with no unresolved threads. All
test and build jobs passed. The final required `ci / verify` and `ci /
e2e` aggregate gates are queued without runners; one bounded gate-only
requeue retained every successful job. GitHub auto-merge is enabled and
waits for those gates.
- Normal UI acceptance on exact final source with actual OpenCode,
configured DeepSeek model and Daytona passes both turns: snapshot
continuation writes a useful review/report; reload and a second ordinary
message retain the same workspace and logical native/provider session.
All six files remain byte-identical, the report's computed SHA and
unpredictable marker are confirmed, the concrete result is actual 250
versus correct 350, native finalization/copyback commit, and normal
lease cleanup succeeds. A separate normal UI canonical Retry on
preceding `9ac1d29147` preserves the current directory/report/marker and
writes a continuity note; the final Git-policy split leaves that
exercised non-Git path unchanged.
- Boundaries: local app/server source with real remote native execution;
seeded historical failure/stop receipts and actual stored snapshot, not
a replay of the original staging allocation or external review
publication. Prior local verification rewrote installed dependency
metadata; its generated lock diff was retained and reverted. Final
launch/end source and dependency metadata hashes match; no installed
dependency byte-identity claim beyond that observed freeze.
- Required full local suite was attempted but remains incomplete:
embedded PostgreSQL bootstrap failures prevented assertions in several
suites, so only its owned test tree was stopped. A prior
workspace-recovery test timed out and the following seed collided with
an active hold; both unchanged tests passed in isolation. Runtime-head
`5342bd52da` hosted CI passed the full gate; the documentation-only
follow-up waits for the aggregate jobs noted above. Its [first Rust
attempt](https://github.com/paperclipai/paperclip/actions/runs/40528918372/job/122276159874)
failed an unchanged ACPX shutdown cleanup assertion; the preceding
same-Rust head passed. [One bounded Rust-only
retry](https://github.com/paperclipai/paperclip/actions/runs/40528918372/job/122281990961)
passed. No test assertion or production guard was weakened.

## Risks

- Incorrect input authority could repeat work. The existing owner
reauthorizes the same durable source; admission verifies its receipt
under the task lock.
- Directory recognition could select unrelated files. It requires the
current scoped binding and canonical namespace, then preparation
rechecks the stored binding and path under the source lock. Missing or
symlinked retained roots are not recreated.
- Snapshot preservation does not certify native copyback or old external
outcomes. The old run and its unknown outcomes stay unchanged.
Unconfirmed controllers or termination remain blocked.
- There is no schema migration or new public API.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with reasoning, code execution, and
tool use. The host does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:02:43 +00:00
DottaandPaperclip e71a23c01c fix(ui): animate late task sidebar loading (#17880)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/61/changes/paperclip/61
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task pages load the conversation and related sidebar data
separately.
> - The sidebar host did not exist until its content arrived.
> - Its first appearance skipped the width transition and moved the
thread at once.
> - This pull request keeps an empty host at zero width until content is
available.
> - The sidebar and thread now move together, with immediate changes for
reduced motion.

## Linked Issues or Issue Description

**What happened?**
A cold task load showed a wide skeleton. The right sidebar then appeared
at full width and shifted the thread at once.

**Expected behavior**
The sidebar should enter smoothly. The task thread should move with it.
Unknown or hidden sidebars should take no space.

**Steps to reproduce**
1. Open a populated task in a fresh browser context.
2. Delay the task metadata response.
3. Watch the skeleton and thread as the right sidebar becomes available.

Related work: [task cold-open
reads](https://github.com/paperclipai/paperclip/pull/17756).

## What Changed

- Keep the shared sidebar host mounted at zero width while its content
is unknown. Make hidden hosts inert and hide them from assistive
technology.
- Use shared motion tokens for width and opacity. Disable motion for
reduced-motion preferences and keep pointer resizing immediate.
- Clamp late content to the current viewport without overwriting the
saved width. Keep the motion catalog aligned with the reveal tokens.
- Clip the panel body during reveal. Keep the resize handle inside the
viewport during the first frame.
- Clear empty panes immediately when content is removed. Release
maximized geometry on that render. Remove the unused width/opacity
token.
- Add four replayable Storybook scenarios using the production skeleton
and panel components. Add browser checks for both arrival orders, absent
and hidden sidebars, reduced motion, resizing, and maximize/restore.
- Document the shared sidebar loading behavior in DESIGN.md.
- Load the comment-route test modules in suite setup. This prevents a
slow module load from timing out the first test and affecting the next
test. This test-only change fixes a reproducible CI failure; route
behavior and assertions stay the same.

## Verification

- 201 focused task-detail, properties-panel, and motion-catalog tests
passed. New host-continuity regressions failed against the original
component in both task interfaces.
- Eight focused Storybook browser checks passed without retries after
the review fix. They measure intermediate widths and matching thread
widths, check overflow, exercise resize and maximize controls, and
confirm immediate removal of docked and maximized content.
- The first removal checks sampled before replay cleanup committed.
Sampling now starts after the host becomes inert. All three removal
checks fail against the prior commit. Restoring the source during that
comparison left a stale Storybook module in the preview. After a preview
restart, all eight cases passed without retries on the fixed source.
- Verified a real populated local task in a fresh browser context with
delayed real API responses. Recorded a screencast for visual review. The
captured reveal had 20 intermediate widths, no horizontal overflow, and
no browser errors.
- Repository typecheck, full build, Storybook build, token gates, map
checks, and 30 catalog/map tests passed. Full typecheck, full build,
focused UI tests, and UI typecheck were repeated after the upstream
rebase.
- Full `pnpm test:run` was attempted and stopped after repeated embedded
PostgreSQL initialization failures. The host has exhausted its semaphore
pool. The local app test used a disposable container database instead.
- Replay `tasks-sidebar-loading--sidebar-during-skeleton` in Storybook.
Run the focused browser suite with `STORYBOOK_TEST_BASE_URL` set to that
Storybook server.

- CI serialized shard 6/9 failed when the first comment-route test hit
its 15-second timeout. Its work then affected the next test's mock
count. Both failures reproduced locally on Node 24. After moving module
loading to suite setup, all 103 tests and server typecheck passed with
the same test timeout. A first local attempt could not bind the
Supertest listener inside the sandbox; it was repeated with local
network access.

## Risks

- The shared host also serves other properties panels. Hidden
preferences, default widths, pointer resizing, maximize/restore, and
both task interfaces have focused coverage.
- Width animation can reflow text while the panel enters. Reduced motion
removes the transition. Navigation removes empty panes immediately.
- Visual approval is complete. The full CI suite must pass before merge.
No schema or API contracts change.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code execution, and
browser tools. The exact deployed 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>
2026-10-27 10:10:45 -05:00
DottaandPaperclip 663fe667d6 fix(recovery): reconstruct missing native workspace obligations (#17877)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A failed native run can still own prepared files in a remote
sandbox.
> - Cleanup must preserve those files before another executor can start.
> - Older failure producers can omit the preservation record.
> - A saved message then waits for cleanup without a recovery owner.
> - This change reconstructs that record during user continuation and
orphan cleanup.
> - The existing worker saves the files, verifies stop, and returns
input to normal admission.

## Linked Issues or Issue Description

**What happened?**

A failed native run retained a prepared workspace and an active sandbox
lease. It had no file-preservation obligation. Cleanup protected the
files. The next user message waited for a stop receipt that no worker
owned.

**Expected behavior**

A new message registers the missing maintenance work at once. Existing
orphan cleanup recovers historical saved input. Ordinary Retry remains
available. Saved input can start once, after verified preservation and
containment.

**Steps to reproduce**

1. Persist a failed native run with an exact prepared remote workspace
and its active lease.
2. Leave its finalizer terminal and unowned. Omit the workspace recovery
record.
3. Send a user comment or run orphan cleanup.
4. Observe that no preservation worker starts and the comment remains
deferred.

**Paperclip version or commit**

Reproduced on `bd382eee536f4ada680072b1cc19100163c3d04a`.

**Deployment mode**

Native Runner with a remote sandbox. Local verification uses disposable
PostgreSQL 18 and real temporary workspace files.

Refs #17788 and #17800. Those fixes preserve future deadline failures
and register historical preservation on Retry. This change adds
automatic recovery for new and saved messages. Refs #17839 for the
separate restart-failure producer repair.

## What Changed

- Register missing preservation before an authenticated continuation
waits for remote cleanup.
- Reconstruct the same exact-source obligation during the existing
orphan lease sweep.
- Notify the existing preservation worker in the registration
transaction. Do not add a timer or history scan.
- Test ephemeral and reusable sources, live owners, active executors,
mismatched sources, rollback, lock contention, Retry and saved-input
delivery.
- Document the recovery contract and feature-map behavior.

## Verification

- Red: both new orphan-recovery cases fail on unchanged production code.
Four ownership and source negative controls pass.
- Red: a new comment starts no preservation work without the admission
repair.
- All 461 test cases across five affected suites pass across the local
runs. One existing 30-second timing case timed out under concurrent
verification; its isolated rerun passed with the same deadline and
assertions.
- The three final-head entry journeys pass again: HTTP Retry, HTTP
comment creation, and historical saved-input recovery.
- `pnpm -r typecheck` and `pnpm build` pass on final head
`8fab8b2ba9049f640fd884094a2007a69465e6da`. The affected server
typecheck and build also pass.
- The integration journey holds the provider stop reply, checks that no
successor starts, preserves real files and newer host edits, and checks
one saved-input successor.
- Module-boundary checks, map checks and `git diff --check` pass.
- Native macOS PostgreSQL cannot start because host semaphore capacity
is exhausted. Database verification uses separate disposable PostgreSQL
databases for each suite. An earlier shared-database attempt caused
fixture interference and is not counted as a pass.
- Greptile gives 5/5 with no findings or unresolved threads on
`8fab8b2ba9049f640fd884094a2007a69465e6da`. All final-head GitHub checks
are settled: 55 passed, two Storybook checks skipped, and one neutral
Paperclip review. Full CI test, build, typecheck, Runner and browser
lanes pass. No full local `pnpm test:run` pass is claimed. The fix is
not deployed. This PR makes no claim of a live hosted model turn or
recovery of the original incident.

## Risks

- Registration grants maintenance authority only. Existing coordinator,
descriptor, allocation, stop, file-receipt and execution gates remain
effective.
- A locked source remains held. Its one-second lock timeout does not
prevent an unrelated source from registering recovery.
- New preservation writes wake existing work. Settled sources produce no
new recurring work. Historical discovery uses the existing orphan
cleanup lifecycle and its backoff.
- Provider lifecycle is simulated in local integration. PostgreSQL, HTTP
routing, file export/merge, the worker and queue admission are real.
- No schema, credential, model, trust, retry-budget or assignment
change.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 09:50:50 -05:00
DottaandPaperclip db70c5acd9 fix(runner): retain startup Stop and exhaust reconnect recovery (#17812)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators must be able to stop a remote runner while it starts.
> - Remote artifact staging can finish after the transport's bounded
cleanup wait.
> - The launcher discarded an early Stop request and could dispatch
after staging.
> - A separate path missed the runner's plain-text reconnect expiry
receipt.
> - This change retains startup cancellation and ends an exhausted
reconnect incident.
> - Public package imports and a source-bound profile keep the
regressions buildable and admission checks intact.

## Linked Issues or Issue Description

Related work: Refs #16835, Refs #16843, Refs #16855.

**What happened?**

The HTTP Stop route returned 200 and recorded a cancelled run. After
bounded bootstrap cleanup, releasing artifact staging still dispatched
one launch RPC. A separate reconnect test accepted a replacement after
the runner reported that its grace period had expired.

The first PR head also failed CI. The HTTP regression imported Runner
source across the server TypeScript boundary. Its event receipt mock
read a field that is not present on both event forms. The changed
transport also invalidated the pinned Copilot source identity.

**Expected behavior**

A cancelled launch must remain cancelled after staging. An exhausted
reconnect receipt must end that incident. Regression tests must use
public package contracts. The source identity must cover the changed
transport without replacing historical profile bytes.

**Steps to reproduce**

1. Hold the remote launcher's artifact staging promise.
2. Call the board Stop route and let bootstrap cleanup reach its
preparation deadline.
3. Release staging and count launch RPCs.
4. For reconnect expiry, end an owned runner with its coded or
plain-text expiry message.
5. Run the server typecheck and the Copilot profile identity check.

## What Changed

- Retain cancellation through staging, trace publication and an
in-flight launch RPC.
- Apply a deferred signal through the existing identity checks when the
launch identity arrives.
- Preserve an earlier KILL request when a later TERM request arrives.
- Recognize both coded and plain-text reconnect expiry receipts.
- Test the real board Stop route and heartbeat cancellation with
PostgreSQL. Use public Runner exports and handle both event receipt
forms.
- Generate source-bound Copilot profile v65 after integrating current
master. Preserve exact published v62, v63 and v64 fixtures, retain the
earlier v63 reconnect candidate as historical evidence, and reject
historical profiles for a current launch.
- Document process evidence, retained uncertainty and the limits of
cleanup and continuation evidence.

## Verification

- At current integration head
`2b96ee3adcb3be642c538436113e1159d92f843d`, launcher and HTTP Stop
regressions: 21 passed. This includes the existing process-generation
and exact-exit safety cases on the integrated base. The HTTP case
includes bootstrap expiry; it is not isolated Stop-only settlement
proof.
- At current integration head, reconnect expiry regressions: 2 passed,
for coded and plain-text receipts.
- At current integration head
`2b96ee3adcb3be642c538436113e1159d92f843d`, the Copilot installation and
identity suite passed all 63 tests and the canonical generator check
passed. Before regeneration, the merged-tree admission test failed with
a transport source hash mismatch and the generator reported a stale
identity. Published v62, v63 and v64 bytes remain unchanged; the prior
reconnect candidate is preserved separately. The v62 fixture SHA-256
remains
`faa4d1b35267b54e134a8e0c84586fe1196d8fad5525cb53aa195aae53ca6e83`.
- Current integration head passed all 86 focused tests, the full
recursive repository typecheck and the root repository build. The normal
server typecheck also passed, including its full Runner release rebuild.
- Historical full recursive repository typecheck and the root repository
build passed at `187bb85b4fa1fbd2ffaec992650a1c8557df9ebe`. Server
typecheck also passed through the normal package script and a direct
full server TypeScript check. The prerequisite full Runner release build
passed.
- The historical HTTP baseline returned 200 and dispatched one late
launch RPC. The repair returned 200 and dispatched zero in the bounded
fixture.
- Earlier failures remain part of the evidence: the first head failed
TypeScript package boundaries and source identity. One local HTTP run
failed before migrations; it passed after the disposable test database
received normal migrations. Earlier sandbox-wide checks ran out of
memory or lacked Cargo. Those runs did not pass.
- Historical head `187bb85b4fa1fbd2ffaec992650a1c8557df9ebe` received
Greptile 5/5 with no actionable findings and all hosted gates passed in
run `40412261957`: 53 successful check runs, four expected skips and a
successful legacy Snyk status. Those results predate the master
integration and do not establish current-head readiness.
- Current integration head `2b96ee3adcb3be642c538436113e1159d92f843d`
includes master `bd382eee536f4ada680072b1cc19100163c3d04a`. All
current-head hosted gates passed in run `40512885858`: 53 successful
check runs, four expected skips and a successful legacy Snyk status,
with zero pending or failed checks. Build passed at 13:42:36 UTC and the
final `ci / verify` aggregate (job `122224566238`) passed at 13:43:00
UTC on 2026-10-27. Greptile reviewed exact head
`2b96ee3adcb3be642c538436113e1159d92f843d` at 5/5 (updated 2026-10-27
13:36:41 UTC), with no actionable findings and no open inline threads.
The hosted partitions passed full-suite verification, including browser
and release gates. The wider qualification limits below remain in force.
- Local setup on current master initially failed frozen install with
`ERR_PNPM_LOCKFILE_CONFIG_MISMATCH` because `patchedDependencies`
differs from the lockfile. Pinned pnpm 9.15.4 hydrated dependencies with
`--no-frozen-lockfile --ignore-scripts`; its generated lockfile change
was restored. This PR changes no lockfile or workflow.
- Reproduce the Stop tests from `server`: `pnpm exec vitest run
src/services/native-runtime/native-session-executor.test.ts -t 'remote
runner process supervision|HTTP Stop during remote runner staging'`. The
test accepts a guarded disposable `_test` database through
`PAPERCLIP_TEST_DATABASE_URL`, or starts its normal embedded database.
- Reproduce reconnect tests from `packages/paperclip-runner`: `pnpm exec
vitest run src/live/runnerd-codex-transport.test.ts -t 'does not restart
an exhausted reconnect'`. Build the normal test runner first.
- Reproduce profile checks from `packages/paperclip-runner`: `node
scripts/copilot-profile-identity.mjs --check` and `pnpm exec vitest run
src/drivers/acpx/copilot-installation.test.ts`.

## Risks

- The wider qualification is incomplete. Verified-stopped replacement
and concurrent recovery plus Stop each entered two physical provider
processes. Both fail the original requirement of at most one physical
provider entry. Passing fixture assertions do not make all incident
scenarios accepted.
- HTTP concurrent recovery, shared provider-attempt accounting,
server-admitted restored continuation, live-provider behavior and
product cleanup settlement remain unrun or unproved.
- Accepting a deferred signal is not proof that a dispatched process
stopped. The existing monitor remains authoritative.
- The HTTP test uses the real route, heartbeat cancellation and
PostgreSQL state. Execution lease and event ports, plus the launch RPC,
are controlled fixtures. Bootstrap expiry participates in this case.
- The local incident matrix uses an installed runner binary and a
scripted provider. It does not qualify a live provider. Local fixture
teardown does not certify product cleanup settlement.
- This change does not authorize historical turn replay. It does not
change ownership, pause, approval or provider-attempt gates.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose the exact
serving model ID or context-window size. The agent used reasoning,
repository inspection, shell execution and connected GitHub 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:45:00 -05:00
DottaandPaperclip bd382eee53 fix(recovery): explain retained source verification failures (#17773)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:21:28 -05:00
DottaandPaperclip 0c9d10d695 feat(connections): complete saved setup guidance and coverage maps (#17739)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product and agent access maps describe the same capability IDs.
> - Agent connection management changes the callable operations and
permission boundaries.
> - Reviewers need an operation inventory that distinguishes API access,
human handoffs, and fixture evidence.
> - This pull request adds saved setup screens and updates the maps for
#17737.
> - The benefit is that users and contributors can inspect the coverage
and remaining boundaries.

## Linked Issues or Issue Description

**Subsystem affected**

Product and permission documentation, saved authentication setup UI and
consent metadata, and product/agent access maps.

**Problem or motivation**

The current maps describe board-only management paths. They need to
match delegated connection management and distinguish administration
from ordinary tool execution.

**Proposed solution**

Record route operations, required grants, responsible-user limits,
transport, saved authentication handoffs, provider-fixture evidence, and
explicit local-operator boundaries for every connection family.

**Roadmap alignment**

This is the documentation companion to #17737. It covers existing
Connected Apps, governed MCP gateways, chat channels, and
personal/shared AI accounts. It uses existing server setup operations
and adds their saved handoffs to the existing UI.

## What Changed

- Show saved AI sign-in and connection setup handoffs in the existing
UI.
- Open GitHub import and rotation links at the required human step.
Resume a committed rotation after reload without asking for another
secret.
- Restore saved Google service choices for the addressed user while
preserving newer consent. Successful direct/cloud consent records its
own timestamp, independently of refresh or lease writes; existing
refresh paths preserve it.
- Update product, implementation, and permission-default documentation.
- Reconcile app permissions, connection setup, chat channels,
profiles/gateways, and model account coverage.
- Use matching capability IDs in the product and agent access maps.
- Label source-reviewed operations separately from fixture-tested
operations and live provider setup.

- Preserve catalog creator attribution under the responsible user, with
the actual agent still recorded. This follow-up moved from the
implementation to keep both reviews below 100 files. This companion now
changes 38 files, including the preserved Vercel personal-credential and
OAuth callback attribution follow-ups alongside consent and catalog
ownership.

- Name the addressed-human browser-session and consent step for Slack
managed authorization and installation. Preserve source-only evidence
for those individual operations.

## Verification

- Current companion head: `04d40cdd605452d91cf4931476eb292a210825af`,
including implementation `2ecd6451d0` and master `ea727dc3c2`, 38 files.
All intended companion files survive: 35 are byte-identical to the
previous companion; two chat maps and qualification add current
evidence. Exact-head Superagent passed and Paperclip Review supplied an
actual neutral5/5 assessment with no findings and explicit
no-independent-runtime/live/current-CI verification limits. Exact-head
Greptile also completed at5/5 with no findings; both formerly failed
shards and their verification aggregate passed on attempt2; full
exact-head Linux CI workflow40446969603 completed SUCCESS. All current
checks and statuses are terminal clean, with no unresolved findings.
This PR remains dependent on #17737 and needs fresh checks after its
required post-squash replay. The preceding 605 head’s reviews are
historical after this update. Older b0ea Linux workflow success after
its single rerun also remains historical.
- Earlier preserved-stack verification passed **2,165 tests**: 70
assembled-server actual-auth scenarios, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases in fresh PostgreSQL.
The parent also passed **141 existing gateway/policy tests**. Workspace
typecheck/build, maps and token gates passed. The initial typecheck IPC
denial and all material intermediate regressions remain in the
qualification record; no full local sweep or live provider setup is
claimed.
- Operation maps now cover issuer/target gateway policy intersection and
post-approval revocation, bounded activity pagination through
private-only windows, and native local-login encrypted receipts. The
companion preserves the Vercel OAuth callback ownership change with its
existing credential ownership follow-up.

- Parent CI has one retained connection-intent e2e failure from a
periodic-recovery timing race. GitHub refused the first job-rerun
attempt while its workflow was nonterminal. Once completed, the single
failed-job rerun was accepted as attempt 2 and passed, including the
full parent Linux workflow.

- Companion Linux server shard 4/12 retained a cleanup-idleness timeout
in `login-cleanup-work.test.ts` (active work was still 1 after its
five-second wait). The same unchanged cleanup suite passed all 16 cases
in the parent Linux job 121950185096 and all 16 cases locally against a
fresh disposable PostgreSQL database. Relevant cleanup/reaper/scheduling
runtime code is unchanged. The single unchanged-code failed-job rerun
was accepted as **attempt 2** on the previous `b0ea3c940f` head
(workflow 40431671705). The failed shard and complete Linux workflow
passed on attempt 2; no additional unchanged-code rerun was used for
this failure. The first local attempt failed the existing dedicated
`_test` database-name guard before running tests; the correctly named
fixture passed without weakening the guard.

- **Earlier 82 GitHub UI tests passed**. All three new replacement cases
were red before the fix. A confirmed unchanged generation preserves the
earlier copy; a changed or unreadable generation blocks copying and
reconnecting. An explicit status check can restore the copy when it is
still current. All earlier import, rotation, verification, and retry
states remain covered.
- The complete stack passed **82 API/OpenAPI tests** in fresh
PostgreSQL, including 55 scenarios with real agent keys, run JWTs, human
sessions, production defaults, persistence, and deterministic providers.
The parent also passed **60 Copilot installation tests**, preserving
published v62 and binding combined guidance as v63.
- **Earlier 10 focused Google/OAuth tests passed**: eight picker cases
and two local-HTTP protocol cases proving consent metadata survives
concurrent token refresh. The refresh and legacy UI cases were red
before the fix. These protocol fixtures use the existing injected board
actor and do not count as agent-authenticated proof.
- Workspace typecheck/build passed after the consent change; normal
migration generation reported no SQL changes for the additive JSON
metadata. The parent's latest caller-authorization correction passed
server typecheck/build. Map validation and token gates passed. Maps
cover 35 areas and 192 capability IDs. The specification names migration
`0380_broken_aqueduct.sql`.
- The test-call operation maps now record the full caller/target tool
access decision (profiles, policies, and explicit grants), credential
identity for every auth label, approval, and rate checks. The
profile-only precondition was removed after the new permitted-access
cases failed; those cases and the no-auth identity regression now pass.
Saved test status requires its originating principal and current
linked-task access; actual key/JWT privacy-denial evidence is recorded.
- Tool-connection activity is now operation-verified: 100 events over
two tasks require two capability decisions and at most two run captures
(previously 100/102), preserve private-event filtering, and deny the
next request after audit revocation. The regression was red before the
fix.
- Cloud enrollment creation and callback entries now name
instance-administrator and company/principal checks. The callback is a
browser return with HTML or a 303 redirect. Status reads retain their
separate board-actor rule.
- Operation maps identify the API, transport, authorization, evidence,
and human/operator boundaries. Structural checks do not establish live
provider behavior. Earlier failures and fixture corrections remain in
`doc/plans/2026-10-13-connection-api-parity.md`.
- An earlier companion head (`26edbe17`) received an actual Paperclip
Review assessment of 5/5 with no actionable findings, published with
neutral status. That review did not run tests or confirm CI, and it is
historical for this new head. The prior incomplete execution result is
not counted as a passed assessment. Fresh review remains pending. The
duplicate enrollment findings have explanatory replies and are resolved.
- The latest implementation correction passed all 55 actual-auth
scenarios and 27 OpenAPI contracts (separate commands). It repairs
unavailable old credential material, preserves fresh import versus
configured reconnect links, and distinguishes credential field
sets/completion modes in handoff keys. The new fresh-link and collision
cases were red before the fix. All 41 GitHub wizard tests now pass,
including filling the fresh saved handoff and asserting App import
rather than reconnect; UI typecheck, maps and token gates also pass.
Qualification retains the earlier failures and an incorrect OpenAPI
filename that selected only the integration module before the correct
separate contract run.
- Configured GitHub credential-entry links carry canonical requested
fields and all/any mode. The form displays and submits those values
through human reconnect while retaining other saved credentials. Two
webhook/client-secret cases were red before the fix; combined all/any
and legacy-link cases also pass. The current UI fixes the old bf760912
baseline referenced by the duplicate main review finding.
- After merging master baec3abd67 and regenerating migration0380, the
complete stack passed **128 tests** (55 actual-auth, 27 OpenAPI and 46
GitHub wizard cases), workspace typecheck/build, maps and token gates.
Eight current Google UI cases also passed. The two local-HTTP OAuth
cases could not initialize embedded PostgreSQL in this fresh attempt, so
that attempt is not a protocol pass; the earlier ten-case evidence is
historical and fresh Linux CI remains required.
- The reproduced Linux automatic-Slack challenge failure is fixed by
retaining verification only for the same signing fingerprint and
callback URL; all eight neighboring provider compatibility cases pass.
Qualification also retains the uncommitted GitHub field variant that
failed initial-secret compatibility before the extension was narrowed to
reconnect, and the first unmigrated external-database diagnostic.
Upstream 0379 remains intact; normal generation/pruning produced
additive/idempotent 0380, with repeated application verified.
- Both PRs must ship together. The user authorized merging when checks
pass. Merge #17737 first, replay only this companion's changes onto
master, retarget this PR, and require fresh current-head CI and review
before its squash merge.

- The updated maps distinguish authorized bot-token/API-key setup from
human verification-key entry and forbid generic channel secret-reference
replacement. Actual key/JWT security baselines were red before both
guards; all 82 API/OpenAPI cases, eight native receipt protections, and
49 policy-service tests now pass. The qualification record preserves the
initial lifecycle/fixture/union-assertion diagnostics and the preceding
Linux CI assertion failures. Maps pass on this updated stack. Fresh
exact-head CI and reviews remain required.

- The parent now preserves a per-field credential-change boundary before
retiring saved credential-entry cards. Old health, unchanged entry,
unrelated repair and retries cannot bypass it. Current authority is
checked before and inside credential persistence; a real provider-time
revocation regression was red before the fix. Final 82 API/OpenAPI
tests, four neighboring lifecycle cases, and server typecheck/build
pass. Maps pass, and qualification retains the hidden-metadata fixture
failure and the measured minute-boundary rate-test failure. Production
rate behavior is unchanged; only the relevant test Date clock is fixed.

- After the current master/parent refresh, all **341 affected UI
cases**, combined workspace typecheck/build, maps and token gates pass.
The updated parent also passed **97 actual-auth/OpenAPI cases**, **141
gateway/policy cases** and **61 profile installation cases**. Published
upstream Copilotv62/v63 remain unchanged; combined guidance is now v64
(`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`).
Qualification retains the initial source-identity failure and fixture
port/migration setup failures. No full local sweep, fresh local OAuth
protocol run or live acceptance is claimed; fresh Linux CI must qualify
this successor.

- Latest review follow-up: the parent fixes caller-policy bypass in
Slack tests/invitations and premature identity-handoff completion. The
maps now name caller/target Block/Ask/rate intersection, one charge for
a shared bucket, and the addressed human’s exact current identity link.
Parent verification passes all **99 actual-auth/OpenAPI tests**,
typecheck and build. The preserved combined companion passes the four
focused tests (including twelve Slack policy/recipient combinations and
the actual human OAuth confirmation path), workspace typecheck/build and
maps. The 50 embedded-PG continuation cases were skipped locally because
their database could not start; fresh Linux CI remains required. All
material red/intermediate results and corrected-fixture evidence are
retained in the qualification record.

- Current `04d40cdd60` CI workflow40446969603 retained two new failures:
server1/12 `workspace-runtime.test.ts` could not reach a fixture
subprocess’s health endpoint within its ten-second readiness window
(job122001926052), and chat2/3 `wakes Slack session sync from
publication commit and leaves settled action queues quiet` observed one
select after its idle predicate (job122001925936). Both same cases
passed in parent `2ecd6451d0` Linux jobs122001920494/122001920581. The
runtime and queue implementations are unchanged by this companion. Both
failing cases also pass unchanged locally: two real-subprocess runtime
readiness/reuse tests and the exact Slack quietness assertion against a
fresh migrated PostgreSQL database. Logs:
`/tmp/parity-04d-server1-failure.log`,
`/tmp/parity-04d-chat2-failure.log`,
`/tmp/parity-2ecd-server1-green.log`,
`/tmp/parity-2ecd-chat2-green.log`,
`/tmp/parity-04d-runtime-qualified.log`,
`/tmp/parity-04d-chat-quiet-qualified.log`. The single standard
unchanged-code failed-job rerun was **accepted as attempt2** on the
unchanged exact head at `2026-10-27T04:24:30.513973+00:00` after the
workflow completed. Both new failure retry allowances are now
**consumed**; both failed shards and the complete Linux workflow have
now passed on attempt2, including the verification aggregate. No
additional unchanged-code rerun will be requested for either failure. No
timing, assertion, idle-work guard or policy was weakened. If either
case fails again, investigate/fix rather than rerun again. The older
5b/b0ea rerun allowances remain consumed and separate.

## Risks

- Saved handoff links depend on the API changes in #17737, including the
nonsecret credential-generation metadata. Both PRs must ship together.
- A map can overstate operation coverage. Entries identify their
evidence and retain human authentication and trusted-host limits.
- Structural map checks do not prove live provider behavior.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — focused UI/guidance and
map checks
- [x] I have added or updated tests where applicable — saved setup UI
tests and map validation apply
- [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 — exact `04d40cdd60` full Linux
CI completed SUCCESS on attempt2; all current checks/statuses are
terminal clean, with an actual neutral5/5 Paperclip assessment
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `04d40cdd60` review completed with no findings
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:21:02 -05:00
DottaandPaperclip 13709b4c7a feat(connections): let agents configure connections within delegated authority (#17737)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

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

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:20:24 -05:00
Devin FoleyandPaperclip 94819b6ded fix(recovery): preserve live heartbeat preparation ownership (#17838)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat prepares each run before it starts the native provider.
> - Startup recovery can run while that preparation is still active.
> - The native input and coordinator exist before workspace
synchronization saves its descriptor.
> - Recovery checked the later native executor registry but missed the
earlier heartbeat execution registry.
> - It could claim the live run and dispatch a second executor against
incomplete workspace state.
> - This change gives the recovery claim the existing live heartbeat
registry and checks it before changing ownership.

## Linked Issues or Issue Description

**What happened?**

Startup recovery can claim a native run that the same server is still
preparing. The second execution reads the admitted native input before
workspace synchronization has saved its descriptor. It fails with
`native_workspace_sync_descriptor_binding_missing`. The original
preparation then finds a failed run and cannot start the provider.

**Expected behavior**

Leave live preparation with its current executor. Do not change its
native coordinator or dispatch another executor. An inactive run must
still pass the existing recovery checks.

**Steps to reproduce**

1. Start heartbeat runtime selection for a remote sandbox.
2. Hold workspace synchronization after native input and coordinator
persistence.
3. Run native startup recovery with the heartbeat execution still
active.
4. Observe an unintended `bootstrap_incomplete` claim and a second
execution.

Refs #17439 for broader remote controller recovery. This change repairs
the current heartbeat startup race. It does not add checkpoint storage
or remote adoption. A separate diagnostics correction is in #17837.

## What Changed

- Pass the existing heartbeat live execution registry to native recovery
claims.
- Check the current registry after locking the run and before any
takeover or coordinator change.
- Return the existing waiting disposition for live preparation. Keep
workspace descriptor validation unchanged.
- Add a PostgreSQL regression at the real runtime-selection boundary and
an assembled heartbeat recovery regression with the real claim service.
- Document the preparation interval and its recovery behavior.

## Verification

- Red: the new runtime-selection test observed an unintended bootstrap
claim on the original code. The heartbeat regression also failed because
recovery dispatched the live run.
- Green on current head `88bec51f10d61eb851eec849e82a80bb198555c7`: all
144 runtime-selection, heartbeat recovery, workspace-preparation and
restart-policy tests pass.
- These cases check an unchanged coordinator, no duplicate recovery
dispatch, a running source run, and normal recovery after the execution
leaves the registry.
- The full native restart integration file passes all 22 available
cases. Nine real-runner process cases are skipped because local Runner
test binaries were removed to recover disk space. The passing cases
include remote startup, old preparation fencing, ownership conflicts,
Stop, and concurrent recovery.
- Direct full server TypeScript check passes: `pnpm exec tsc --noEmit -p
server/tsconfig.json`. Hosted CI passes on this head, including full
test partitions, typecheck, build, native Runner checks, serialized
suites, browser shards, canary and both aggregates. Apex is 5/5 with no
actionable findings. The current head has 54 successful checks, two
expected skips and successful Snyk status.
- `git diff --check`, module boundary checks, and map checks pass.
- A wider local safety run stopped with PostgreSQL error 53100 and
ENOSPC after 64 tests passed. Recursive typecheck also stopped with
ENOSPC. These attempts did not pass. Generated files in this worktree
were removed to free space. The full local test suite and build have not
been run for this change; hosted CI must supply those results.
- Live evidence: a production startup recovery claimed a new run during
outward workspace staging. The second preparation failed before provider
startup. Its exact sandbox was later destroyed with successful cleanup.
The patch is not deployed. A later audited retry on the existing
deployment completed successfully and saved the requested answer once.
An audited operator repair through the normal issue service completed
the final user assignment in Review after the agent API handoff failed.
This acceptance verifies recovered work, not deployment of the new
guard.

## Risks

- A live heartbeat remains responsible for its own completion and
cleanup. Recovery must not compete with it. The registry is
process-local; existing durable ownership checks still govern other
controllers.
- An executor that is still active remains protected until its cleanup
removes its registry entry. This adds no timer, polling loop, schema or
credential change.
- Missing or corrupt workspace descriptors still fail closed. This
change does not authorize replay of unknown provider actions.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 21:34:15 -07:00
3edba11576 fix(github): stop counting suspended installations as repository access (#17343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents get GitHub access through a managed GitHub App connection.
**Refresh access** reads the installations and repositories that the
user token can reach.
> - GitHub keeps listing a suspended App installation and all of its
repositories for the user token. But the token then loses write access
and cannot read private repositories.
> - `loadGitHubGrantMetadata` did not read `suspended_at`. It counted a
suspended installation as live access ("all repos") and set the
connection to healthy.
> - So the board showed "connected, all repositories" while agents got a
403 on `git push` and a 404 on private repositories. The suspend webhook
marks the connection unhealthy, but the next refresh or reconnect
reverted that.
> - This pull request skips suspended installations. When all
installations are suspended, Refresh access fails with a clear error and
a link to the installation settings page, where an owner can click
**Unsuspend**.
> - The benefit is that the board shows the real access state, and
operators get a direct path to fix it.

## Linked Issues or Issue Description

**What happened?**
A GitHub App installation on an organization was suspended. The
Paperclip GitHub connection still showed "connected" with access to all
repositories after **Refresh access**. Agents that used the managed
token got `Permission to <org>/<repo>.git denied` (403) on push,
`Resource not accessible by integration` on branch creation, and 404 on
private repositories.

**Expected behavior**
Refresh access must not count a suspended installation as repository
access. When every installation is suspended, Refresh access must fail
with a message that says the installation is suspended, and the page
must link to the installation settings page.

**Steps to reproduce**
1. Connect GitHub to Paperclip through the GitHub App, with an
installation on an organization.
2. On GitHub, suspend that installation (Organization settings → GitHub
Apps → Configure → Suspend).
3. In Paperclip, click **Refresh access** on the GitHub connection.
4. See that the connection stays healthy and reports all repositories,
while agent pushes fail with 403.

**Paperclip version or commit**
`master` at a708a1333.

**Additional context**
`GET /user/installations` returns the suspended installation with
`suspended_at` set and `repository_selection: all`, and `GET
/user/installations/{id}/repositories` still lists its repositories.
Unsuspending the installation restored push access and private reads for
the same token.

## What Changed

- `server/src/services/tool-access/github-access-discovery.ts`:
`loadGitHubGrantMetadata` skips installations that have `suspended_at`
set. It does not add their IDs, owners, repository selection, or
repositories. When there is no usable installation and at least one is
suspended, it throws `github_installation_required` with a "suspended"
message. `managementUrl` points at the suspended installation's settings
page (or the generic installations page when more than one is
suspended).
- `server/src/services/tool-access/catalog/health.ts`:
`checkConnectionHealth` (the Refresh access path) keeps
`installationUrl` and `managementUrl` when it rebuilds a
`github_installation_required` error. Before, the links were dropped.
- `server/src/services/tool-access/catalog/failures.ts`:
`github_installation_required` keeps its own code and returns 422.
Before, it was folded into a generic `paperclip_error` with HTTP 502.
- `ui/src/pages/apps/app-detail/AccessRetryBanner.tsx` (new): the
attention banner with the saved health message and **Retry access**.
After a failed Refresh access with `github_installation_required`, it
shows an **Open installation settings on GitHub** link (https
`github.com` URLs only).
- `ui/src/pages/apps/AppDetail.tsx`: uses `AccessRetryBanner`, refetches
the connection when a refresh fails so the banner shows the saved
message, and keys the page on `connectionId` so a recovery link never
carries over to another connection. The file stays under 1,000 lines.
- Tests:
- `server/src/__tests__/github-grant-metadata.test.ts`: a mix of
suspended and active installations, and an account where all
installations are suspended.
- `server/src/__tests__/github-health-recovery.test.ts`: drives
`checkConnectionHealth` with a suspended-installation GitHub response
and checks the 422, code, and recovery links.
- `ui/src/pages/apps/AppDetail.test.tsx`: a failed Retry access renders
the installation settings link, and navigating to another cached
connection does not show it.

## Verification

- Red/green: with the source changes reverted and the tests kept, the
new tests fail (suspended installation counted as `all`; recovery link
missing from the health-check error; link not rendered; link leaking to
another connection). With the changes, they pass.
- `server`: `github-grant-metadata`, `github-health-recovery`,
`tool-access-service`, `github-operation-credentials`,
`tool-access-oauth-protocol.integration`, `tool-connection-removal`,
`tool-connection-visibility`, and the other `github-*` / `tool-access-*`
suites pass locally (630 tests).
- `ui`: `AppDetail.test.tsx` passes (78 tests). `ui` `tsc --noEmit`
shows no errors in changed files.
- Not run locally: the server `tsc`. The sandbox has a 4 GB memory
limit, and the server typecheck is killed there even on clean `master`.
CI ran the full typecheck and build, and both pass.
- CI: all gates green. One unrelated `workspace-recovery.test.ts` poll
timeout in a server shard passed on re-run.
- Live check: after the suspended installation was unsuspended, a
managed-token `git push --dry-run` succeeded and a private repository
returned 200.

## Risks

- Low risk. The change only affects installations that GitHub marks as
suspended. Active installations behave as before.
- A connection that has only suspended installations now fails Refresh
access with `github_installation_required` (422) and does not report
fake access. This is the intended behavior.
- The recovery link only renders for https `github.com` URLs.
- Keying the app page on `connectionId` remounts it when moving between
connections, which resets per-page state (for example an open rename
field). That reset is intended.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through the
Claude Code agent SDK with tool use (shell, file edit, 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-26 21:16:40 -07:00
4da876ab0b fix(native): always advertise run-scoped readers to provider threads (#16995)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs use a Paperclip tool authority to declare tools to the
provider thread. Codex runs through runnerd.
> - An external-chat wake with a truncated comment batch requires the
agent to call `read_current_wake_comments`. A terminal fence fails the
run if the agent did not read every bound comment.
> - Codex `thread/resume` has no `dynamicTools` parameter. A resumed
thread keeps the tool catalog from its first `thread/start`.
> - The tool authority declared `read_current_wake_comments` and
`read_chat_attachment` only when the current run had a binding. The
tool-contract fingerprint already said that both tools are "always
advertised", so the code and the contract did not agree.
> - When a truncated chat wake resumed a thread that started on an
ordinary turn, the agent could not see the reader. The agent blocked,
and the fence failed the run with `native_current_wake_comments_unread`.
The task then stayed blocked for the board.
> - This pull request declares both readers on every turn and rotates
threads that started with the old catalog.
> - The benefit: truncated GitHub, Slack, and other chat wakes can read
their full comment batch on resumed threads. They no longer fail at the
fence.

## Linked Issues or Issue Description

No public issue exists. This is the bug description, in the fields of
`bug_report.yml`.

**What happened?**

A native Codex run got a GitHub chat wake with a truncated comment
batch. The prompt told the agent to call `read_current_wake_comments`.
The agent searched for the tool and did not find it. It reported a block
(`required_wake_reader_unavailable`). The server sent the reader in the
run's authorized tool list, but the provider thread had resumed. The
fence then failed the run with `native_current_wake_comments_unread`,
and the task became blocked. This happened 6 times on staging for the
same task.

**Expected behavior**

A resumed thread can call `read_current_wake_comments` and
`read_chat_attachment` on any turn that has a binding. The run then
completes normally.

**Steps to reproduce**

1. Start a native Codex session on a task with an ordinary wake. Do not
use a truncated chat wake.
2. Send an external-chat message that makes the wake comment batch
truncated (`fallbackFetchNeeded: true`).
3. The run resumes the same Codex thread. The model cannot see
`read_current_wake_comments`. The run fails with
`native_current_wake_comments_unread`.

**Paperclip version or commit**

Hosted staging release `fc0d390d`. The code is the same on `master` at
`3bbc210`.

**Deployment mode**

Hosted (staging). The native runner uses the `codex_app_server` backend
through runnerd in an external sandbox.

**Agent adapter(s) involved**

Codex (native `paperclip_runner`).

Related history: the existing retained-fingerprint table already lists a
"conditional current-wake reader" rotation. This change fixes a
regression of that contract. I searched open and closed PRs for
`current_wake_comments` and "wake comments" and found no duplicate fix.

## What Changed

- `PaperclipRunnerToolAuthority.definitions()` now always declares
`read_current_wake_comments` and `read_chat_attachment`. Execution stays
fail-closed: without the server-verified binding or scope, a call still
fails with `paperclip_runner_tool_not_advertised` or
`paperclip_runner_chat_attachment_read_scope_unavailable`.
- The native tool-contract fingerprint goes from v17 to v18, with the
two policy values set to `.v2`. Checkpoints from deployed v17 threads,
which may lack the readers, start a fresh provider thread one time with
full task context.
- New regression test: the catalog for an ordinary turn is equal to the
catalog for a truncated chat turn, and it contains both readers.
- New resume tests: the deployed v17 local and remote fingerprints do
not rebind. The existing test that asserted conditional advertisement
now asserts the stable catalog and the fail-closed execution.

## Verification

- Red before the fix: `npx vitest run
src/services/native-runtime/paperclip-runner-tool-authority.test.ts -t
"advertises only real bindings|keeps run-scoped reader declarations
stable"` had 2 failures. The unbound catalog had 48 tools and did not
include either reader.
- Green after the fix: `paperclip-runner-tool-authority.test.ts`,
`native-session-resume.test.ts`, `current-wake-comments.test.ts`,
`chat-attachment-read.test.ts`, `native-execution-input.test.ts`, and
`file-delivery-bridges.test.ts` all pass.
- `native-session-executor.test.ts`: 764 pass and 1 fails. The failure
(`compares export process compatibility … (changed: false)`,
`db.transaction is not a function`) also happens on unchanged `main`, so
this change did not cause it.
- Consequential assumption: Codex does not refresh dynamic tools on
resume. Evidence: `codex app-server generate-json-schema` for codex-cli
0.160.0 shows `ThreadStartParams.dynamicTools`, but `ThreadResumeParams`
has no `dynamicTools` field. The failed staging run also showed it: the
server listed `read_current_wake_comments` as authorized, but the
model's tool search returned no match after `thread/resume`.
- Not run locally: the server `tsc --noEmit` step (the sandbox has a 4
GB memory limit and the process was killed) and `dot-runner.test.ts`
(`cargo` is not installed). CI runs both.
- Not run: a live end-to-end chat wake against a real Codex provider.
That needs a staging deployment.

## Risks

- The fingerprint bump makes every native session that resumes from a
v17 checkpoint start a fresh provider thread one time. Paperclip
rebuilds the full task context, but the provider-side conversation
history is not carried over. This is the same tradeoff as earlier
fingerprint bumps.
- Two more tool declarations use a small part of the Codex dynamic-tool
budget. The assigned-MCP fit check already includes these definitions.
- Follow-up, not in this PR: the native Codex driver reports
`toolRefreshOnResume: true`, and the runnerd fake app server accepts
`dynamicTools` on `thread/resume`. Real codex-cli 0.160.0 has no such
field. Connection-tool continuations that depend on resume refresh need
a separate check.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) from Anthropic, running as a
Paperclip agent with tool use (shell, file edit, and test execution).

## Checklist

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

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

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-26 21:08:00 -07:00