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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> |
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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> |
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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> |