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Author SHA1 Message Date
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

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

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

Preserved CI failures and retries:

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


## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
Devin FoleyandPaperclip 6c198d616e fix(issues): preserve human handoffs from the active agent run (#16082)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks have one owner, and the server records assignment changes.
> - An agent can finish its work by handing the task to a human for
review.
> - The assignment route stops the active run before it saves that
handoff.
> - When the caller is that run, a slow workspace restore can exceed the
stop timeout and prevent the assignment from saving.
> - Recovery can then mark the task Blocked while its comment says the
handoff succeeded.
> - This pull request lets the authenticated legacy run save a human
handoff and finish its turn normally.
> - Other actors and transfers to executable agents keep the verified
stop requirement.

## Linked Issues or Issue Description

Refs #13730. Related: #13782, #14700, and #15094.

**What happened?**

An agent posted its review handoff, then sent `PATCH /api/issues/{id}`
to assign the task to its human creator with status `in_review`. The
route cancelled that same run before saving the assignment. Workspace
restore took 66 seconds. The stop limit is 60 seconds. The assignment
never committed. Recovery marked the task Blocked, and it stayed
assigned to the agent.

**Expected behavior**

The authenticated active legacy run can hand its own task to a human and
finish normally. The human assignment and requested review status must
save without waiting for workspace restore. Native runs, board
reassignment, agent API keys, and transfers to another agent still
require a verified stop.

**Steps to reproduce**

1. Run a legacy agent on its assigned task with a signed run token.
2. Send a task PATCH from that run with a human `assigneeUserId`, a null
`assigneeAgentId`, and status `in_review`.
3. Make stopping the sandbox take more than 60 seconds. Before this fix,
the handoff fails before the task update. With this fix, the update
saves and the run finishes normally.

**Paperclip version or commit**

Reproduced in hosted execution. The patch is based on master at
`56a0bf0d492`.

**Deployment mode**

Hosted authenticated server with a legacy agent in a remote sandbox. The
same route serves local deployments.

PR #13782 proposes a broader exemption for all self-handoffs. This
focused change limits the exemption to human recipients and legacy runs.
It checks the exact active run, agent, company, and task, and it retains
the stop requirement before an executable successor can take ownership.
PRs #14700 and #15094 address later wake and recovery behavior after a
reassignment stop.

## What Changed

- Skip the reassignment cancellation only for an authenticated legacy
run handing its own task to a human.
- Reject later mutations from the outgoing run against its human-owned
task, both in route authorization and under the update transaction
locks.
- Keep assignment permission checks, goal control, and queued human
response protection.
- Add route regressions for slow stops, active-run lookup, actor and
runtime boundaries, recipient types, permission denials, and follow-up
edits, completion, and reassignment.
- Update the real HTTP low-trust handoff test to prove the run stays
alive, its late edit fails, and the human wake receipt remains
invalidated.
- Add Postgres tests for saved assignment, former-owner rejection, and
review state after the outgoing run succeeds or fails.
- Document the handoff rule and update the task feature and agent access
maps.

## Verification

- 328 relevant tests passed across the route, issue service, low-trust
HTTP, and legacy recovery suites. The route suite passed all 160 tests,
and all 13 low-trust HTTP tests passed after updating the obsolete
cancellation expectation.
- Removing the production guard makes both slow-shutdown handoff
regressions fail with HTTP 500.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` passed.
- `git diff --check` passed.
- All 54 current-head checks passed; 2 optional Storybook checks were
skipped. The CI lanes cover the full Vitest suite, typecheck/build,
Runner checks, and product E2E checks.
- Apex reviewed `c68fbfb356c3d80eb7136babb49940709a3c3459` at 5/5 with
no findings; both earlier review threads are resolved.
- The complete test lanes passed in CI. The duplicate local full `pnpm
test:run` was stopped after CI completed; it did not finish locally. All
328 focused local tests and full local typecheck/build passed.

## Risks

- The outgoing legacy turn stays alive after the human takes ownership.
Route and transactional ownership checks reject its later mutations of
the human-owned task. Read and comment access follows normal policy.
Goal control still runs before the handoff.
- This exemption does not apply to native runs or another agent as
recipient. Those paths still stop the old execution before assignment.
- This fix prevents future failed handoffs. It does not infer or replay
old assignment requests.
- There is no schema change or API shape change.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The session does not expose a more specific runtime 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>
2026-10-12 20:34:28 -07:00
Devin FoleyandPaperclip b2e9e82f05 fix: stop remote Grok runs before continuing queued messages (#14100)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The execution service owns each run and saves messages sent while it
runs.
> - Interrupt must stop the current executor before it delivers those
messages.
> - Remote Grok commands did not register the host cancellation control.
> - A cancelled task run could still write Done and prevent queue
recovery.
> - This pull request connects remote cancellation and revokes cancelled
run writes.
> - Saved input can use the existing queue admission rules after
verified cleanup.

## Linked Issues or Issue Description

**What happened?**

Interrupting a queued message marked a remote Grok run cancelled before
its sandbox stopped. The old run could still post a reply and mark the
task Done. Its saved follow-up remained deferred behind execution
recovery.

**Expected behavior**

Stop revokes run write authority and waits for verified termination.
Saved messages remain durable and enter one successor through normal
admission after cleanup.

**Steps to reproduce**

1. Run a task with `grok_local` in a remote sandbox.
2. Send a follow-up and use Interrupt while the command runs.
3. Let the old command attempt a task status update after cancellation.
4. Observe the task disposition and the saved message queue.

**Paperclip version or commit**

The gap is present in master at `d3e0f0a238`.

**Deployment mode**

Authenticated server with a Daytona sandbox.

Related work: #14028 and #14046 handle bounded continuation. #13291
covers infrastructure interruption and verified remote cleanup. #13332
addresses atomic recovery holds. This change handles direct Grok
operator cancellation and stale task writes.

## What Changed

- Register remote Grok cancellation before preparation. Keep command
ownership until the host confirms sandbox termination.
- Reuse the sandbox cancellation boundary for the direct CLI invocation.
Reject fresh attempts after cancellation and preserve workspace restore
failure evidence.
- Reject writes from cancelled task JWTs and runs with a pending stop.
Preserve diagnostic reads and existing conversation error codes.
- Recheck run authority under a database lock before task updates and
interaction responses commit.
- Preserve authorized handoffs that stop their own run. Only the
server-issued stop receipt for that request permits the final task
update.
- Add tests for hung commands, unverified stops, early cancellation,
copy-back failures, late Done, late interaction responses, authorized
handoffs, exact lease receipts, and one queue successor across
concurrent restart sweeps.
- Document the cancellation and write-authority contract.

## Verification

- Targeted adapter, cancellation-boundary, authentication,
queued-message, interaction-service, and activity-route tests passed.
The expanded run passed 214 tests; one new test had an incomplete
fixture. After correcting the fixture, all 8 selected follow-up cases
passed.
- `pnpm -r typecheck`: passed on
`179c86caf1bf0d89914a503d46e24af7e4b8c557`.
- `pnpm build`: passed on the same commit.
- `pnpm test:run`: the general-server group completed with 13,521
passed, 99 skipped, and 18 failed tests. It then stopped, so the
remaining local groups did not run. Five Slack, email, and wake-batching
failures passed on focused reruns after correcting the local
environment. The remaining 13 failures reproduce as `EACCES` on rename
in unchanged skill-cache code on macOS. Two custom-image suite setup
hooks also failed to start embedded PostgreSQL after the machine
exhausted shared-memory slots; all 31 tests in that file passed on rerun
after the local resource issue was resolved. CI covers all test groups.
- CI: 53 checks passed and 2 were skipped on the latest commit,
including the aggregate verification gate. The last server shard passed
on its single rerun after a preview-server startup timeout. The affected
file also passed locally with 28 passed and 3 skipped.
- Greptile: 5/5 on the latest commit. Both review threads are resolved.
- No live deployment or staging task mutation has been performed.

## Risks

- Stopping the sandbox can prevent file copy-back. The result preserves
workspace restore failure evidence; termination does not imply restored
files.
- If provider termination fails, the adapter keeps ownership of its
outstanding command and does not acknowledge Stop.
- The write restriction now applies to ordinary cancelled tasks. Reads
remain allowed. Task and interaction checks add a shared run-row lock to
agent mutations. An exact server-issued receipt permits the task request
that stopped its own run to complete its handoff.
- Existing terminal tasks are not reopened automatically. An operator
must correct a historical late Done before its saved queue can continue.
- No schema migration or UI change.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
execution, and test tools. The precise backend revision 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
#` 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>
2026-09-26 17:07:07 -07:00