Commit Graph
306 Commits
Author SHA1 Message Date
DottaandPaperclip 60b8089a44 fix(runner): trust managed Cloud sandbox images (#18066)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud selects and updates the sandbox image used by its agents.
> - Runner admission also required saved qualification for the exact
snapshot and configuration.
> - An image update left the old record stale and stopped work before
runtime startup.
> - This pull request trusts the image selected by Cloud and uses the
real runtime startup check.
> - Agents can continue after an image update without an operator
running a separate qualification test.

## Linked Issues or Issue Description

**What happened?**

A managed Cloud image update could cause
`sandbox_snapshot_qualification_required` before provider work began.
Runner discovery also fell back to Legacy when saved platform
qualification was absent. The agent Test action could require a separate
qualification request even when discovery already offered Paperclip
Runner.

**Expected behavior**

A managed Cloud image can start without a saved qualification record.
Runtime startup and the handshake report actual compatibility failures.
Custom images keep their existing qualification rules.

**Steps to reproduce**

1. Use Paperclip Runner on a Paperclip-managed Cloud sandbox.
2. Save qualification for its current snapshot.
3. Update the platform-selected snapshot and leave the old record in
place.
4. Start a task. Before this fix, admission rejects the stale record
before starting the provider.

Related work: Refs #17445, Refs #17724, Refs #17448. These changes cover
saved-computer qualification and setup tests. This fix removes the
qualification prerequisite only for managed Cloud images.

## What Changed

- Use one managed-image policy in runner selection and lease admission.
Require the active Cloud configuration to provision the provider. Active
captured custom images are excluded.
- Use the current Cloud image and ignore missing, stale, revoked or
valid saved qualification records for that image.
- Reuse the existing provisioned-runner selection path. Keep adapter
availability checks and the Legacy choice for managed sandboxes.
- Read custom-image metadata directly during discovery without resolving
provider credentials.
- Use the existing template-matching rule for captured images. Ignore
outdated captures, preserve qualification for matching custom captures,
and fall back to Legacy discovery for malformed saved capture config.
- Skip the separate qualification request when discovery already offers
Paperclip Runner as the default. Test checks the actual runtime.
- Add regressions for image updates, provider failures, custom images,
self-hosted environments and company access. Update the development and
verification guides.

## Verification

- Before the fix, managed-image discovery regressions returned Legacy,
and the rendered Test action called the separate qualification endpoint.
- The original runtime source fails four of the five managed-image
regression cases. The fixed runtime passes all five, including provider
startup error propagation. The baseline check uses the original module
source through a temporary Vitest transform and the same database-backed
tests.
- All 603 focused tests pass: 231 runner selection, 185 environment
runtime, 10 snapshot qualification, 168 rendered agent form and nine
form source controls. Discovery controls cover unavailable credentials,
stale managed markers without an active provisioner, outdated captures,
matching custom captures and malformed saved config. The
outdated-capture regression fails before the fix and passes afterward.
- `node scripts/check-maps.mjs` and `pnpm check:token-gates` pass.
- Full `pnpm -r typecheck` and `pnpm build` pass. All five focused files
passed together on `8275bbe72bb4d91fb3a02fb0658f0846b2abc966`
(`codex/simplify-managed-runner-readiness`, Node 24.19.0, macOS ARM64).
- The full local `pnpm test:run` suite is still in progress. Hosted CI
is waiting at `ci / gate / Select trusted runner`; the separate `review`
workflow is queued. Greptile is 5/5 on the current head, and both review
threads are resolved. This PR is not yet verified by full CI.
- Live fixed-source Daytona acceptance is not verified. This workspace
has no Daytona API key or image configuration. The earlier deployed
recovery is not evidence for this source change.

## Risks

- Managed Cloud now trusts its selected image. A bad image can fail at
real runtime startup instead of a saved qualification gate.
- Company access, credentials, runtime integrity and handshake checks
still apply. Self-hosted sandboxes, custom environments and active
captured custom images keep their qualification and immutable snapshot
binding.
- No schema change or data migration is required. Existing qualification
records can remain in place.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, tool use and code
execution. The exact model ID and context window are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-10-28 14:39:26 -05:00
d30c8f42b8 feat(ui): keep writes durable through temporary disconnects (#17960)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/123/changes/paperclip/123
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People save tasks, write documents, make decisions and send board
messages.
> - A disconnect can hide a response after the server accepts a write.
> - Recovery must keep the original account, task and request key.
> - The merged connection foundation in #15754 handles reads and shared
outage state.
> - This change adds bounded write recovery and explicit actions when
recovery stops.

## Linked Issues or Issue Description

**What happened?**

Temporary failures could lose edits, report accepted writes as failures,
or require people to copy and send input again. A retry could target a
newly selected task or account. Restoring attachments could create a
second task.

**Expected behavior**

Keep the draft, its owner and its target. Retry only operations with a
server contract that prevents duplicate writes. Verify uncertain
results. Show conflicts and permanent failures, with an explicit resend
or cancel action.

**Steps to reproduce**

1. Save a task title during an outage, then open another task before
recovery.
2. Restore a task creation that needs files, selecting those files in
another order.
3. Lose a document or decision response, then interrupt the verification
read.
4. Switch accounts while a create, upload or connected-channel
publication is pending.
5. Type and erase a new-task draft before the first account lookup
completes, then reopen it.

This PR carries the write layer from #15769 and its review fixes. It
targets master after #15754 merged. Related test cleanup #16952 already
covers the unchanged copy-link toast test; this PR does not duplicate
that work.

## What Changed

- Add bounded autosave and submit jobs for supported writes, with
pending, conflict and manual retry states. Retain admitted autosaves
after navigation and preserve newer task revisions.
- Keep each job with its original account, task and operation. First
account resolution adopts admitted startup work; a later account change
cancels old work. Remount inline and document editors when their owner
or document subject changes.
- Preserve task-creation keys and immutable request snapshots through
file reattachment. Restore generated document keys before comparing
reselected files. Reject changed requests instead of creating a second
task.
- Check the original account scope before creates and each upload. Save
successful upload receipts before stopping on an account change.
Identify attachments by content digest and metadata.
- Verify uncertain document and decision results. Replay only plain,
keyed comments automatically; combined reassignment, reopen and
run-setting changes require receipt reconciliation or cancel. Settle
each request once when a receipt races its retry.
- Scope drafts and connected-channel publication reads to their owner.
Keep unowned older records unread and unreplayed, with an explicit
confirmed discard action after Activity inspection. Preserve typing
through the first session lookup, keep erased text erased, and report
browser persistence only when storage succeeds.
- Wait for the first account lookup before sending startup status
changes or decisions. Retry failed required lookups with a fixed limit
and surface exhaustion to the original action. Preserve uncertain
comment keys on account cancellation. Check the account generation
before a comment retry calls its sender and again immediately before
POST after asynchronous preparation. Retire only that request’s
optimistic echo on completion.
- Return an ordinary comment’s accepted same-company, same-task,
same-user receipt before workspace reopening, task status changes or
wakeups. Reused keys with changed text still conflict. Complete
reference and activity records through the same finalizer for initial
sends and accepted retries. It locks the task before its comment,
matching task and company deletion, comment removal and tombstoning,
rejects removed or tombstoned comments, repairs references and inserts a
missing activity record in one transaction, and publishes after commit.
- Remove reader-only record and comment-body size caps so accepted
browser writes remain readable, including JSON-escaped comment requests
in local and session storage. Update four existing Storybook fixtures to
use owned draft keys.
- Document the write contracts and add regression and real browser
recovery coverage.

- Add the exact reviewed-save recovery regression for both composer
implementations and reloads. Align receipt completion, both comment
deletion methods and company deletion with task deletion by locking
tasks first. Cover real task and company deletion races.

## Verification

- The exact reviewed-unknown-save regression fails in all four cases on
original commit `1ed0af4186`. It passes with this PR for both composers,
before and after reload. Cancel keeps the text and uploaded receipt. The
retained draft sends, and the next message also sends. Run `pnpm exec
vitest run --project @paperclipai/ui
ui/src/components/composer-recovery.test.tsx`.
- The new real PostgreSQL task-deletion race fails with SQLSTATE `40P01`
on parent commit `f3253a00c4`. The company-deletion race also fails with
`40P01` on `e8cf0e02dd`. All six receipt tests pass after the final
lock-order fixes. They cover company deletion, task deletion, comment
removal, tombstoning, concurrent cross-task references and interrupted
reference repair. Run `pnpm exec vitest run --project
@paperclipai/server
server/src/__tests__/issue-comment-receipt-postgres.test.ts`.
- The full UI run passed 9,656 of 9,659 tests across 816 files. Three
cases failed under that run: two large-tree timeouts and one
plugin-panel assertion. All 67 tests in those two files passed in an
isolated rerun. These failures remain recorded; this does not claim a
clean full UI run.
- `pnpm -r typecheck`, `pnpm build`, token gates and map checks pass on
the final change. The local full repository test command was started,
then stopped when the delivery moved to this existing PR. Fresh PR CI
must provide the full-suite gate.
- A local Storybook walkthrough used the real rich editor. Cancel kept
the restored text, Send cleared it after the simulated save, and a new
draft enabled Send again. Storybook simulates submission; it is not
staging acceptance.
- Earlier verification on `f3253a00c4` recorded five browser journeys
for title saves, cached-task offline recovery, startup recovery,
accepted comment replay and session lookup failure. Those results remain
prior-head evidence. No new staging deployment is claimed.

- On `e8cf0e02dd`, all CI checks passed after one browser-shard rerun.
Its first failure copied page text instead of YAML in an unrelated
agent-configuration test. On final commit `35131d4380`, Greptile is 5/5
with no unresolved review threads. The first CI attempt has two failures
outside this diff: runner close-attachment suspension and
scheduled-retry teardown. The scheduled-retry file passes all 14 tests
in isolation; the isolated runner test still fails locally. The single
standard CI rerun passed both jobs, and the aggregate verification gate
passed. All CI checks are green on `35131d4380`; Apex is 5/5 on that
same commit with no unresolved findings.

## Risks

- Automatic replay requires server duplicate prevention or result
verification. Uncertain combined mutations require receipt observation
or cancel and a fresh intentional send.
- Old unowned form drafts remain stored but are not assigned to an
account. Unowned channel records can be retired after Activity
inspection; this never cancels an accepted remote update.
- Browser storage and hashing can be unavailable. Storage failure is
reported honestly. Without a digest, replay can duplicate an upload
rather than silently drop a selected file.
- Detached autosaves remain bounded and check account ownership on each
attempt. Conflicts or exhaustion retain the draft for explicit recovery.
- No schema, credential or agent permission change is included. This PR
does not claim staging deployment or original-task acceptance.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original
implementation with tool use. OpenAI Codex, GPT-6 family, assisted with
restoration, integration, verification and review fixes. This Codex
session does not expose its 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <claude@users.noreply.github.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-10-28 10:52:06 -07:00
DottaandPaperclip c08da3e0a7 perf(server): narrow skill list reconciliation reads (#18023)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The skill library lists current company skills and their agent
attachments.
> - Each list request also reconciles bundled skills, folders, and local
files.
> - These reads return full agent records and large metadata that their
callers do not use.
> - Conditional requests do this work before they return an unchanged
response.
> - This pull request selects the fields each caller needs and avoids
unused folder lookups.
> - The result is less database transfer and fewer round trips while
reconciliation stays current.

## Linked Issues or Issue Description

Refs #17941. That change reuses bundled categories within an import.
This change removes other repeated work in the same list path.

**What happened?**

Warm skill-list requests still made 119 SQL calls in a local HTTP
fixture. The folder pass returned full skill metadata. The local-source
pass also returned remote skills. Attachment counts loaded full agent
configurations and monthly spend. Bundled reconciliation resolved folder
paths that its release check did not use.

**Expected behavior**

The list must preserve its current result, attachment counts, access
rules, local-file reconciliation, and bundled release checks. Internal
reads should return only the data their callers need.

**Steps to reproduce**

1. Use a company with many remote skills and agents with large saved
configurations.
2. Read its skill list, then repeat the read with its ETag.
3. Measure the queries and response values before the server returns
`200` or `304`.
4. Run `pnpm --filter @paperclipai/server exec tsx
scripts/benchmark-skill-list.ts --samples=5 --network-delay-ms=3.5` for
a synthetic reproduction.

**Paperclip version or commit**

Baseline service: `e1ba77f06771a27114b3999004b0ca5e3c172dd4`. The branch
is based on current master. The paired mode changes only the
skill-service module; both versions use the same imported helpers.

**Deployment mode**

Built from source. Local HTTP server and disposable PostgreSQL 17. No
hosted deployment is part of this PR's local proof.

## What Changed

- Read only the desired-skill selections of nonterminated company agents
for attachment counts. Resolve each agent's references once against the
full visible skill list. Preserve IDs, keys, aliases, duplicate
handling, and ambiguous slugs.
- Read only `sourceKind` from metadata for bundled folder
classification.
- Limit local-source reconciliation to local-path rows.
- Skip folder-path enrichment only for bundled reconciliation. Normal
imports and list responses keep their folder paths.
- Add real-database byte regressions and a local HTTP benchmark. The
benchmark can alternate the old and new services against one database,
actor, and process. It checks complete response equality and conditional
responses.

The company-skill service owns these reads. The query predicates and
freshness checks remain at their existing owners. This change adds no
cache, schema change, or new background work.

## Verification

- The attachment byte regression failed before the fix: 601,418 captured
response-value bytes exceeded its 2,000-byte bound. The same case passed
after the fix. It checks fresh configuration edits, IDs and keys,
duplicate aliases, ambiguous slugs, paused agents, terminated agents,
and company scope.
- 111 focused service and authorization tests passed against isolated
real PostgreSQL 17 databases. They include full result equality,
retained stored Markdown and metadata, local-file updates, release
checks, project visibility, and import authorization.
- The default embedded PostgreSQL probe skipped the first local attempt
on this Mac. The completed run used a local-only bootstrap adapter for
disposable databases. Queries, migrations, services, authorization, and
filesystem work used their real implementations. The adapter is not part
of this PR.
- In repeated synthetic HTTP byte runs, calls fell from 119 to 98 per
request. Result-value bytes fell from about 7.75 MB to 1.64 MB per
request, about 79%. These values are measured before Drizzle decoding.
They exclude protocol framing and do not measure provider billing.
- A separate-process run without the byte observer did not show a
latency gain. The paired experiment removes that comparison gap: it
alternates both services against the same database and checks identical
complete responses. On final commit
`3076fe1402085f7286ff58e642d7caca892a5f80`, five observer-free pairs had
median times of 2.582 s before and 1.850 s after (28.3% lower). The
candidate was faster in all five pairs. Its range was 1.802–2.199 s; the
baseline range was 2.327–2.725 s. Every normal response had the same
complete body hash, and both versions returned the expected unchanged
conditional responses. These are local service/HTTP timings with
synthetic data and 3.5 ms delay per network direction. They are not
hosted acceptance.
- Final-head workspace typecheck and build passed. The full local test
command did not complete because embedded PostgreSQL bootstrap failed on
this Mac; I stopped that owned runner after 16 native-runtime cases
failed. All 16 cases then passed when rerun alone against disposable
PostgreSQL 17 using their existing external-database path. The 111
focused PostgreSQL 17 tests above also completed successfully. This does
not constitute a completed full local suite; all current-head remote CI
gates passed (55 successful checks and 2 skipped). Module-boundary and
whitespace checks pass. An initial nested package command used the
global pnpm; subsequent commands were pinned to pnpm 9.15.4.
- The first canary dry run failed while installing an unrelated
standalone package: npm returned 404 for the newly published Rollup
4.66.0 tarball. The exact download subsequently returned HTTP 200. The
one retry passed without code changes.
- Benchmark commands: add `--capture-values=false` for observer-free
timings. Add `--baseline-ref=e1ba77f06771a27114b3999004b0ca5e3c172dd4
--capture-values=false` for paired service acceptance. The normal mode
uses the production router. The paired mode uses equivalent default-list
HTTP handlers and a synthetic authenticated board actor; it does not
test login.

## Risks

The SQL selection must stay in sync if the desired-skill format or
folder classifier needs new fields. Existing parsing and reference
resolution still interpret the selected data.

The synthetic fixture has large unused payloads. It proves the mechanism
and preserves required content. Its percentage is not a projection of
whole-instance transfer or billed savings. Hosted latency still needs
verification after merge and deployment.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, shell execution,
real PostgreSQL, and local HTTP testing. The host does not expose a
precise backend revision 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>
2026-10-28 09:07:17 -05:00
DottaandPaperclip 6ce0909db4 fix(agents): skip runtime probes for unchanged connections (#18016)
## Thinking Path

> - Paperclip manages AI agents and their runtime settings.
> - Operators save identity, model, connection, and run-policy settings
from the agent page.
> - PostgreSQL stores connection bindings as JSONB and can return keys
in a different order.
> - The save route compared JSON strings and treated an unchanged
binding as a new connection.
> - That false change started a remote runtime and credential probe
during ordinary saves.
> - This pull request compares binding values and checks real execution
selection changes separately.
> - Ordinary edits save without a probe. New connections and execution
selections retain validation.

## Linked Issues or Issue Description

Fixes #14518.

Related work: #17760 also addresses prospective environment resolution.
#14027 also adds explicit connection removal. This change is limited to
the save validation gate and its regressions.

**What happened?**

A title-only save took 9.8–16.0 seconds in a hosted reproduction. JSONB
key order made the unchanged AI connection look different. The route
then waited for a remote runtime probe.

**Expected behavior**

Identity, thinking-effort, and run-policy edits skip the probe when the
connection and execution selection stay the same. A changed connection,
harness, model, provider, engine, or environment still validates
adoption.

**Steps to reproduce**

1. Save an agent with a managed AI connection in PostgreSQL.
2. Edit its title or thinking effort without changing the connection or
execution selection.
3. Observe that the old route starts the adapter environment test. The
fixed route saves without that test.

## What Changed

- Use value equality for the stored and validated AI connection
bindings.
- Compare the effective execution selection separately. Preserve runtime
probes for real selection changes and existing Copilot checks.
- Add PostgreSQL route regressions for shared, delegated, default-user,
and pooled bindings. Cover failed connection, model, engine,
environment, and harness changes.
- Keep the existing credential rejection and reconnect tests. Document
the save behavior.

## Verification

- `pnpm -r typecheck` passed on the rebased implementation.
- Focused PostgreSQL 17 route selection: 21 passed, 58 excluded by the
name filter. This covers ordinary saves, selection-change rejection, and
credential health.
- Full PostgreSQL 17 connection suite: 79 passed, zero skipped. Final
`pnpm build` passed at `8fde75fa1a8fe63c71b05a3db149edf289295672`.
- Before the fix, the PostgreSQL regression reached the unintended probe
and failed for unchanged shared, delegated, and default-user bindings.
The pool control passed.
- An early controlled HTTP comparison of the binding fix used a
synthetic 500 ms provider probe: five measured saves had a median of 798
ms before and 56 ms after. Probe count fell from five to zero. This is
local supporting evidence, not a hosted latency result.
- Earlier adjacent-route run: 159 of 160 tests passed. One existing
roster-edit case exceeded its 15-second timeout. That case passed alone
with the normal timeout. The cause of the earlier timeout remains
unproven.
- Local full-repository tests were not run. Native PostgreSQL startup
fails because the host has exhausted System V semaphores. The focused
tests use an isolated PostgreSQL 17 Docker fixture.
- `git diff --check` passed. Hosted improvement remains unverified until
deployment.
- Greptile and Ponytail Paperclip Review both rated the exact head
`8fde75fa1a8fe63c71b05a3db149edf289295672` 5/5, with no actionable
defects.
- CI attempt 1 passed 51 checks. Three self-hosted runners lost
communication, interrupting the chat shard, serialized server shard, and
canary dry run. GitHub annotations identify the runner communication
failures; the serialized shard log also records a shutdown signal. Only
those failed jobs were retried, once, on the unchanged commit. The [full
CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40692641103/attempts/2)
then passed on attempt 2 at the same commit. All 55 passing checks and
the legacy Snyk status are green; no checks remain pending.

## Risks

This changes when connection adoption validation runs. Separate
selection checks preserve validation for real runtime changes.
Regression tests verify that rejected selections do not replace the
saved configuration. Company access, connection authorization, activity
records, and Copilot checks retain their existing paths. There is no
schema or migration change.

## Model Used

OpenAI Codex, configured model `gpt-6.1-sol` with ultra reasoning. Work
used source inspection, shell tools, browser network timing, and
PostgreSQL route tests. The context window size is not exposed by 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>
2026-10-28 08:25:27 -05:00
39279aa34f feat(ui): shared error, connectivity and query foundation for disconnects (#15754)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board reads API data and keeps the current task on screen.
> - A restart or temporary network failure can interrupt those reads.
> - Separate page error handlers can hide cached data or expose raw
server codes.
> - The app needs one connection state, readable error copy and a
consistent read policy.
> - This change provides that foundation and moves affected read
surfaces onto it.
> - The dependent write layer in #17960 preserves edits and submissions
across the same failures.

## Linked Issues or Issue Description

**What happened?**

Temporary API failures could replace loaded content with errors.
Different surfaces handled the same outage differently. Some showed raw
server codes. A successful query to an unrelated service could also
falsely report that Paperclip had recovered.

**Expected behavior**

Keep cached content visible. Show one connection banner during sustained
trouble. Confirm recovery through the Paperclip health probe or its
WebSocket. Retry transient reads and show readable errors for permanent
failures.

**Steps to reproduce**

1. Open a populated task or workspace page.
2. Interrupt API requests with a 503 or a dropped connection.
3. Keep an unrelated external request in flight.
4. Confirm that cached content remains and that the external result
cannot clear the outage.
5. Restore the API and check that reads refresh.

The write layer first merged into this feature branch in #15769 now has
its own dependent PR, #17960. This PR contains the shared foundation and
read changes. Merge this PR first.

## What Changed

- Classify API errors and provide readable error copy, including
non-JSON proxy responses and Retry-After handling.
- Use one connection store and health probe with bounded backoff.
Confirm recovery from the server health probe or live-updates WebSocket.
- Pause reads while disconnected, retry transient errors, and refresh
active reads after recovery.
- Keep cached data visible through shared query views and affected page,
panel and plugin read surfaces.
- Add one app-level connection banner and support the pending-write
count consumed by the dependent write layer.
- Add a query-error rendering guard. Call it directly from the existing
CI step. Update development documentation.

## Verification

- Historical-chat lookup now follows the same ready/stale roster state
as rendering. Three regressions fail before the fix; the six new cases
pass after it, including working Retry, fresh data, no-cache error,
permanent 403 and company isolation. All six focused query/recovery
suites pass 200 tests. Final-commit CI passes and Apex is 5/5 with no
unresolved findings. Canary Dry Run initially refused a preview version
that was already on npm. It passed after one rerun with fresh registry
metadata; no check was disabled.

- Integrated current master and retained both transcript interest
registration and connectivity reporting on socket open. The seven
focused recovery/query suites pass 288 tests, and UI typecheck and
production build pass. All 9,451 UI tests across 799 files pass on the
merge commit. Final-commit CI passes and Apex is 5/5 with no unresolved
findings.

- Current head `70d9335d732219352ef0f98414439766bbcb33df`: all hosted CI
checks pass. Apex is **5/5** on that head with no unresolved findings.
The branch has no merge conflict. GitHub still requires code-owner
approval.

- The foundation passes 9,430 UI tests in 804 files. After integrating
current master page paths, 190 focused page tests pass.
- Two unrelated-success regressions fail before the latest fix. With the
fix, 62 focused UI tests, all six guard tests and UI TypeScript pass.
- The composed foundation and write layer pass **9,505 UI tests in 808
files**, UI TypeScript, a production UI build, and query-error, token
and map guards.
- A real Chromium journey on the composed source injects a 503 during
title save. The loaded task stays visible; one reconnect banner appears;
the edit saves after recovery; another task stays unchanged; the saved
title survives reload.
- Full recursive local checks were not repeated because Runner
compilation exhausted local disk during another repair. Hosted checks
must pass before merge. No new staging deployment is claimed.

- Latest review follow-up: a cached CaseDetail now survives a failed
HTTP 429 refresh. Its page regression fails before the fix and passes
after it. Eighty focused foundation tests, UI TypeScript, build and
guards pass after that change.
- Earlier CI evidence is retained: several foundation jobs received a
runner shutdown signal together. The write-layer head also failed an
unchanged Runner descriptor close test with `provider_transport_failed`.
The same Runner source passed that suite in the foundation run. New CI
runs cover the updated heads; no check or assertion was weakened.

## Risks

- Shared retry defaults change the time before transient read errors
appear. Permanent errors still fail promptly.
- ApiError.message now contains readable copy. Callers that compare raw
codes must use ApiError.code.
- Cache success can come from another service or local data. It must not
confirm Paperclip recovery.
- Durable writes are reviewed separately in #17960. This PR does not
change database or mutation contracts.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original work
with tool use. OpenAI Codex, GPT-6 family, assisted with restoration,
integration, tests and review fixes. The Codex session does not expose
its 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <claude@users.noreply.github.com>
2026-10-27 21:22:07 -07:00
Devin FoleyandPaperclip 6102f8e82c fix: pass healthy managed Runner connection tests (#17965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board tests an agent's selected runtime and AI account.
> - Cloud prepares and verifies the managed Runner runtime before
execution.
> - Its remote ACPX preflight reports that deferred step as a warning.
> - The test keeps the warning after the selected account passes its
hello probe.
> - The board then asks the user to fix a healthy connection.
> - This change makes that specific managed step informational after
account verification.

## Linked Issues or Issue Description

**What happened?**

A Cloud agent's Claude connection test passes with Legacy. With Runner,
the same account completes the Claude hello probe but shows "Connection
needs attention." The only warning says that remote runtime preparation
must occur before launch.

**Expected behavior**

A verified managed connection passes when its only warning concerns
runtime preparation that Paperclip performs before execution. Failed
authentication and actionable runtime checks retain their results.

**Steps to reproduce**

1. Select a working Claude subscription on a Cloud-managed sandbox.
2. Select Runner and run the connection test.
3. Observe a successful Claude hello probe and a warning result.

Related: #17961 covers managed OpenRouter model verification. #15880
adds persistent computer runtime interfaces. Neither changes this Cloud
connection-test status.

## What Changed

- Recognize the deferred ACPX runtime check after a provider hello or
live API-key verification succeeds.
- Report that check as informational for Cloud-managed sandbox
connections.
- Preserve every other warning and error, including unexplained warning
results.
- Add service regressions and document the test/launch boundary.

## Verification

- Red: the healthy managed-Claude case returned `warn` after a
successful hello. The regression fails before the change and passes
after it.
- **116 tests pass** across connection verdicts, environment-test HTTP
routes and adapter registration. Scoped server TypeScript and the server
build pass, including the native Runner build.
- Negative cases cover rejected credentials, missing hello receipts,
missing runtime packages, actionable or unexplained warnings,
self-hosted instances, SSH targets and unexplained provider warning
results. API-key success requires live provider re-verification.
- Operator evidence confirms that the reported test lease was released
with cleanup successful. The agent's saved adapter is Legacy. No saved
account, agent or environment setting was changed.
- A clean local install hit a frozen-lockfile `patchedDependencies`
configuration mismatch. The scoped checks reuse installed workspace
dependencies. The final commit has passing hosted CI, including
clean-install typecheck, tests and build, and Apex 5/5 with no
unresolved findings.
- A cold HTTP-suite module load reached the 30-second setup limit while
other checks ran. All 54 HTTP cases pass on retry, and the full focused
run passes 116 tests without changing assertions or time limits.
- No staging deployment is claimed. This change classifies the
connection-test result; it does not claim that a native Runner hello
turn was performed.

## Risks

- This status change is limited to a verified Cloud-managed sandbox ACPX
connection and the exact deferred check code. The provider's successful
receipt is required.
- Runtime package preparation and verification still execute before
agent work. A connection test does not replace those launch checks.
- There is no schema, permission or credential change. Local, SSH and
plugin task probes keep their existing verdicts.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, tool
use and code execution. The session does not expose its 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
#` 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 20:34:10 -07:00
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 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 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
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 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
Nicky LeachandPaperclip 835966dec8 Prepare agent-owned environments during hiring (#17761)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/1/changes/paperclip/1
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages agents and their execution environments.
> - New agent setup saves an inactive agent before model connection
tests.
> - Some plugins need that agent to prepare its execution resource.
> - The wizard tested without the agent ID, while the setup hold
prevented preparation.
> - Environment changes also discarded the selected model account.
> - This change prepares the saved draft during setup and keeps normal
execution held.
> - Users can test the prepared resource before they finish hiring.

## Linked Issues or Issue Description

**What happened?**

An agent-owned plugin environment could not acquire a test lease during
hiring. Changing environments also returned the user to Connect and
cleared the selected account.

**Expected behavior**

Keep the selected account, invalidate its test, and prepare the saved
agent resource in the background. Test that same agent before finishing
setup.

**Steps to reproduce**

1. Start a new Claude or Codex agent and select a saved account.
2. Change to an agent-owned plugin environment.
3. Try to finish setup or reconnect the account.

Related: #17750 defers probes until after hire submission. This change
implements preparation during the wizard instead. The related PR search
and ROADMAP review found no other implementation of this setup
preparation path.

## What Changed

- Add the optional `requiresAgent` driver declaration. Require agent
lifecycle participation when it is set.
- Prepare saved drafts on creation or environment changes. Keep the
setup hold and wait in `verifying` without background verification
scans.
- Bind tests to the saved agent. Return a warning without allocating a
lease when the required agent is absent or still preparing.
- Preserve the account and configuration step when the environment
changes. Save the selection and invalidate the old test.
- Show active preparation and support authorized retries. Keep approval,
company, budget, and normal task admission controls.
- Document the contract and cover lifecycle, lease, manifest, and wizard
behavior.

## Verification

- Server and UI TypeScript checks passed.
- 112 wizard and setup helper tests passed. The shared manifest suite
passed.
- 123 lifecycle, policy, lease, and environment-test API cases passed
after the approval-gate fix. The diagnostic and driver suites and all 80
agent adapter route tests also passed.
- Token gates, module boundaries, map validation, and whitespace checks
passed.
- All 66 lifecycle/policy cases passed after the stopping-draft
permission fix. The new real-DB route case verifies creator success,
other-creator denial, and refusal to complete a hire while stopping.
- Full workspace typecheck and build were attempted. Both stop at the
unchanged Rust Runner step because Cargo is not installed on this host.
- CI on 43be3c93d passed all automated checks, including full test
shards, typecheck, build, Rust checks, browser suites, and canary
checks:
https://github.com/paperclipai/paperclip/actions/runs/40368174530.
- The full local repository test command was started. Two unchanged
workspace tests assume Git's initial branch is master; this host
defaults to main. Both fail in isolation under the host default and pass
with process-scoped init.defaultBranch=master. The broad run was stopped
after those confirmed fixture failures; CI supplies the full clean
check.
- Early new-test failures were fixture collisions and an unscoped sweep
assertion; the fixtures and assertion were corrected. One route-suite
load raced with SDK output regeneration; rebuilding first and running
the suite afterward passed.
- Initial CI exposed a route mock missing the new prerequisite lookup.
The fixture was updated and a real HTTP no-lease case was added; all 54
cases in that route suite pass. Security review identified allocation
before required approval; the new approval gate and its tests address
it.
- CI on 50b5a08af reported 32 of 33 expected calls in the unchanged
cleanup-history scheduling test. Its isolated case passed locally
without cleanup-code changes; the original failure remains recorded and
the final CI run passes on the current head.
- Standard Greptile reviewed 43be3c93d at 5/5. A subsequent deeper
review identified runner selection, stale detail reads, error retention,
and test file size issues; 70343387b addresses all four with resolved
threads. Standard review returned 5/5 on that commit and again on
rebased head fda42c5ab. The rebase preserves master's new managed
environment skill declarations alongside requiresAgent. Full CI on
fda42c5ab passes: 55 successful checks, two intentional skips, no
failures. Run:
https://github.com/paperclipai/paperclip/actions/runs/40405121641.
- After those fixes, 133 UI tests and 61 lifecycle/policy cases pass;
all eight focused UI regressions fail against the previous
implementation and pass with the fix. Token, map, and whitespace gates
pass. The stale-read fixture initially omitted the setup URL because
navigation is mocked; following the URL activates the real detail query
and reproduces the race.
- UI TypeScript passes. This host's server dependency links now point to
a separate scratch checkout lacking requiresAgent, so the ordinary
server check reports that missing property. A no-emit check pinned to
this branch's shared declarations passes; it disables declaration
generation and supplies explicit local type roots. The first temporary
configuration lacked those type roots; the corrected configuration
passes. CI remains the full workspace verification.
- After rebasing onto 8373d7867, all 133 UI, 61 lifecycle/policy, and 44
manifest cases pass again, as do UI TypeScript, token, map, and
whitespace checks. The server no-emit check now hits three mismatched
SDK/Runner declarations from the scratch dependency links; these are
outside this change. Full CI builds the complete dependency set.
- Review cycle: the first Apex review scored 3/5 with four findings. All
were fixed together, the branch was rebased to resolve a schema
conflict, full CI and standard Greptile passed, and a second Apex review
returned 5/5 on fda42c5ab with zero new comments. All six review threads
are resolved, and the PR is conflict-free. Review:
https://github.com/paperclipai/paperclip/pull/17761#issuecomment-6422635718.
- No live provider resource was created and no deployment was performed.

## Risks

Plugins must opt in and ship a compatible declaration. Companies
requiring hire approval keep drafts paused and defer allocation and
verification until approval. Other companies prepare drafts during the
wizard under their existing agent-creation authority; the setup hold
still blocks ordinary work. Preparation uses existing lifecycle
ownership, retry, and cleanup paths. The open wizard polls only while
preparation or stopping is active. No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving model ID and context window size are 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 described the issue in-PR using the bug report fields
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run the targeted tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks
- [x] All Paperclip gates are green — 55 successful checks and two
intentional skips on fda42c5ab
- [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 15:21:47 -07:00
Nicky LeachandPaperclip 4ff493fb40 feat(plugins): include managed skills for selected environments (#17774)
## Thinking Path

> - Paperclip manages agents and their execution environments.
> - Plugins can vendor company skills and provide environments.
> - Environment tools need their instructions before the provider
starts.
> - Persistent computers also need those skills before any run begins.
> - This change adds environment requirements to normal skill selection
and lifecycle synchronization.
> - Plugin names prevent ambiguity, and required skills take delivery
precedence without deleting company data.

## Linked Issues or Issue Description

**Problem or motivation**

An environment can provide desktop tools while its agent receives no
instructions for those tools. A first-run-only import also leaves idle
computers without required skills. Same-name company skills can make
provider discovery ambiguous.

**Proposed solution**

Let plugin environment drivers declare their managed `skillKeys`.
Install missing requirements during lifecycle reconciliation or new-run
preparation. Deliver updates through the durable runtime event journal.
Give managed imports stable plugin names and report shadowed
assignments.

**Alternatives considered**

ROM links do not make a skill a normal Paperclip selection. Polling
duplicates the existing lifecycle delivery queue. Replacing a same-name
company record would destroy independent data and assignments.

**Roadmap alignment**

This extends the shipped Plugin system and Skills Manager. The existing
related-PR search found no duplicate contract.

## What Changed

- Validate `environmentDrivers[].skillKeys` as unique references to the
same plugin's managed skills. Require a ready, enabled plugin with
`skills.managed` authority.
- Resolve company-scoped skills before version capture. Preserve
explicit pins, company edits, and saved recovery selections. Serialize
concurrent first installs.
- Allow lifecycle callers to request missing-skill installation through
`agents.getRuntime`. Ordinary task and recovery reads do not install new
declarations. Pass task-selected environment IDs through the SDK.
- Add SQL migration `0378_environment_skill_runtime_hooks`. Required
skill edits, effective default changes, environment changes, and plugin
requirement changes enqueue durable runtime events. Reuse lifecycle
delivery and retries; add no polling.
- Import managed defaults as `plugin-<short-plugin-id>-<skill-slug>`,
including the SKILL.md name. Preserve canonical keys. Keep same-name
company records separate without counter suffixes.
- Required environment skills win delivery over same-name company
assignments. Preserve saved assignments and library content. Record
shadowed and winning keys in run warnings, run snapshots, and plugin
runtime state. Removing the environment requirement restores the
ordinary assignment.
- Document the contract for `driver: "plugin"`. Other drivers and
plugins without requirements keep existing behavior. Existing managed
copies retain edits and names until reset.

## Verification

- Latest targeted local checks: environment skills (5), managed skills
(9), heartbeat execution configuration (27), and SDK worker RPC host
(23): **65 tests passed** (including the targeted schema-drift check).
Disposable PostgreSQL exercised the migration, first install before any
run, concurrent lifecycle reads, implicit edit events, inherited
defaults, rollback, plugin requirement changes, shadowing, preserved
records, version capture, and recovery.
- Review follow-up also verifies case-insensitive/runtime-name aliases,
recovery of a task-mentioned shadowed skill, preserved quoted/multiline
YAML, and zero runtime events for repeated local-folder settings writes.
- Migration numbering and safety checks passed. Whitespace and
secret/PII scans passed.
- Earlier targeted manifest validation passed (43 tests). No validator
behavior changed in this follow-up.
- Broad tests, typecheck, build and end-to-end verification passed in
[GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/40387647219)
for current head `ce57f2a4d`. Greptile is 5/5 with no unresolved
threads. The [commitperclip review
check](https://github.com/paperclipai/paperclip/actions/runs/40387646208)
also passed after restoring its required duplicate-search checkbox.
- Earlier attempts found a SQL alias collision, an unparenthesized CASE
expression, and fixture assumptions about bundled catalog rows and YAML
quoting. These were corrected before the passing checks. The first broad
CI run also exposed a schema-drift check that assumed every journal
entry had a schema snapshot; it now reads the latest actual snapshot, so
SQL-only migrations need no invented snapshot. A test callback
replacement also affected an unrelated fixture; it was restored before
the final passing execution-configuration suite. Sandbox runs could not
start PostgreSQL; the reported database tests used local socket access.

## Risks

- Apply migration 0378 before using the updated lifecycle contract. It
adds trigger functions and event producers; it does not rewrite agent
assignments or skill content.
- Required environment skills take precedence over same-name
assignments, including task-selected skills. Both library records
remain. Run warnings identify omissions.
- Company edits are preserved. Plugin upgrades do not reset installed
content or rename existing copies. Explicit reset adopts current
defaults.
- Namespaced library slugs can be shared by distinct canonical records.
Callers must use IDs or canonical keys when a slug is ambiguous.
- No live provider request or deployment was performed. The downstream
plugin must be built against this Core revision. Persistent-home
synchronization retains its existing edit-conflict and retry behavior.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The exact model identifier and context-window size are not
exposed in this task context.

## Checklist

- [x] Thinking path and issue description included
- [x] Model and available capabilities recorded
- [x] Roadmap and related PRs checked
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] Public references only; no internal issue IDs or instance URLs
- [x] Targeted local tests pass; broad verification delegated to GitHub
CI
- [x] New behavior covered and documentation updated
- [x] Current-head CI green and Greptile 5/5 with no unresolved comments

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 14:11:35 -07:00
DottaandPaperclip 9ae4c25e7e perf(runner): reuse compatible protected provider packs (#17749)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Runner starts provider runtimes in remote execution
environments.
> - Sandbox images already contain qualified provider packs.
> - Startup required the image pack to match the entire current app
release manifest.
> - An unrelated app commit could therefore cause pack verification,
transfer, and installation again.
> - This pull request selects protected packs by their provider
interface and platform.
> - The benefit is no extra pack probe, directory scan, version command,
link, or upload on the compatible image path.

## Linked Issues or Issue Description

**What happened?**

Starting a remote task can reject a compatible image pack because its
source revision or unrelated provider differs from the controller. Pack
replacement added about 16 seconds in the investigated startup. Startup
also repeated full content checks.

**Expected behavior**

Use an already qualified, protected pack when its selected provider
interface and target platform are compatible. Keep the selected artifact
identity for process launch and recovery.

**Steps to reproduce**

1. Install a qualified provider pack in a sandbox image.
2. Start a controller built from another app commit.
3. Start a remote OpenCode task. The old complete-manifest comparison
rejects the image pack even when the provider interface still works.

Related repairs: #16493 reduced transfer cost. #17512 retained exact
artifact authority during reattachment. This change preserves that
recovery rule and changes fresh-launch pack selection.

## What Changed

- Add explicit OpenCode and ACPX interface revisions to produced pack
manifests. App Git SHAs and dependency pins remain provenance.
- Read bounded protected-installation metadata in the existing final
runner metadata query. Accept only root-owned paths that the execution
user cannot write, including ancestors and manifest. Reject writable
aliases.
- Select and prepare the pack in server-owned environment setup before
constructing the existing transport. Bind provider launch paths and
digests from the selected installation. Save that identity for exact
reattachment.
- Keep full content verification for uploads, writable installations,
and legacy packs. Reuse successful verification within one startup. Keep
older attached runners compatible with the optional metadata request.
- Seal image packs and document the one-time image refresh that enables
reuse across later compatible releases. Keep selected ACPX agent
qualification checks.

## Verification

- Red/green regression: the old code rejects a protected pack from
another app revision with `manifest mismatch`; the fixed path selects it
without executing verification commands.
- Native startup regression: select the installed pack's own Node digest
with one existing runner metadata request and no pack verification or
version commands.
- Targeted pack, artifact, recovery, execution-driver, and Rust metadata
tests pass. Incompatible interfaces/platforms, malformed identities,
writable roots, path aliases, and exact reattachment are covered.
- Final revision `91dc1676ff67bdbe5866c8586daac10240530cca`: workspace
typecheck and build pass. All 53 current-head checks are successful,
with no pending or failed checks. Greptile is 5/5 with no open findings.
- The broad local `pnpm test:run` attempt reported a workspace-runtime
conflict test failure; its isolated rerun passed. The broad run was
stopped after that failure. Full CI now passes, including the server
test shards. This is not a claim that the full local run passed.
- Linux filesystem evidence: the production metadata functions read a
real root-owned preinstalled pack as a non-root user in 16 microseconds
median and 20 microseconds p95 across 100 warm reads. This measures
metadata admission, not model or hosted response latency.
- All 910 affected server tests and 57 Copilot attestation tests pass
locally on the final implementation. Full CI covers the unchanged Runner
transport. No provider qualification hash was refreshed.
- Built the actual Linux daemon at
`416e7ec7425d0d3565b4a5e1808002d650a60414` and ran its metadata command
as UID 65534. The protected installation returned its real manifest with
`immutable: true`; writable alias and missing-pack cases returned
`immutable: false`. This is metadata/permission evidence, not provider
execution.
- Hosted rollout and a hosted end-to-end latency measurement have not
run.

## Risks

- Existing images need one rebuild to publish the compatibility
declaration. Packs without it keep the legacy content-verification path.
- Fast admission relies on image publication producing a qualified
protected tree. Root execution and task-writable installations retain
full verification.
- Bump an interface revision when required runner/pack behavior changes
incompatibly. Deploy a new image to roll out compatible runtime fixes or
upgrades.
- This removes provider-pack preparation delay. Other runner startup,
context, model, and finalization costs remain separate.

## Model Used

OpenAI Codex, configured model `gpt-6.1-sol`, reasoning effort `xhigh`,
with tool use and code execution. The context-window size is 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>
2026-10-26 14:43:12 -05:00
DottaandPaperclip 5823e9a664 fix(runner): preserve disabled Codex web search (#17744)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Codex agents use the saved agent settings to prepare each
provider launch.
> - Onboarding saves web search as off, but native configuration
conversion removes that setting.
> - Codex 0.160.0 includes a hosted web-search tool by default, even in
an authentication probe that asks it not to use tools.
> - A gateway that permits only priced function tools can reject that
request before budget admission.
> - This change preserves the explicit restriction through native
execution and disables web search for authentication probes.

## Linked Issues or Issue Description

**What happened?**

A native Codex authentication probe can include hosted web search.
Normal task execution also loses a saved `search: false` setting. A
restricted Responses gateway can reject these requests before it makes a
model call. Related repairs: Refs #17445, Refs #17529. The roadmap and
related PRs were checked; no duplicate repair was found.

**Expected behavior**

Authentication probes check the selected account and model without
hosted web search. A saved search-off setting remains effective in
native task launches, prepared launches, and session recovery. Existing
behavior for an absent setting remains unchanged.

**Steps to reproduce**

1. Create a Codex agent with search off and choose Paperclip Runner.
2. Use a Responses gateway that rejects hosted tools.
3. Inspect the request from the native authentication probe or task
launch. Before this fix, the pinned Codex SDK includes `web_search`
despite the saved setting.

## What Changed

- Preserve an explicit search-off setting when native agent
configuration is built and converted.
- Carry the restriction in the durable native input and provider launch
requirements.
- Apply the restriction to authentication probes and normal launch
paths, including custom arguments and recovery.
- Reject prepared launches that discard the required restriction. Keep
gateway billing rules unchanged.
- Admit only the restrictive literal value in the strict plugin task
API. Exercise the real plugin setup path.
- Add regression coverage and document the policy.
- Add the immutable Copilot v60 source identity required by the changed
shared files. Preserve v59 and all original live evidence. Copilot
authentication probes keep their prior launch requirements.

## Verification

- Regression cases were run against the unfixed source and failed at the
configuration and launch boundaries.
- An isolated capture using the real Codex 0.160.0 app-server reproduced
hosted-tool rejection. Disabling web search reached a mocked budget
reservation. The helper and child processes permitted only loopback
network access and used synthetic credentials. It made zero upstream
calls.
- Focused checks passed: 284 server cases, 61 native form cases, 198
backend/security/launch/parser cases, and 36 authentication/launch
cases. A separate complete transport/launch/parser run passed 393 cases.
These groups overlap.
- Head `617b98f` passed workspace typecheck/build and 28/28 plugin
contract and actual Runner probe tests with no skips. Final rebased head
`20ff0c1` passed all current-head CI checks, including full isolated
test lanes, and fresh Greptile and Paperclip reviews at 5/5.
- The additive Copilot identity update passed 134
compatibility/policy/protocol checks and nine authentication probe
checks. The real pinned Codex SDK capture was repeated after the final
policy change: all five cases passed with zero upstream calls.
- Two local full-suite attempts stopped after native PostgreSQL loader
failures. Seven local dependency aliases were restored, and an isolated
cluster initialized successfully. A third run later encountered host
PostgreSQL semaphore exhaustion and was interrupted before
source-profile regeneration. Its zero exit code after SIGINT is
explicitly not a full-suite pass. Final full-suite verification runs in
isolated CI; the local attempts remain recorded.
- The first CI run exposed a missing strict plugin API field. Its five
failures were reproduced locally, then passed after repair. The next run
passed every underlying job except the source-identity guard. That guard
now binds an additive identity with v59 retained. Final-head CI and both
fresh reviews passed; addressed review threads are resolved.
- The offline capture runs on Darwin ARM64. It does not prove the
contents of a prior unretained Linux request or complete Cloud
onboarding acceptance.

## Risks

- The restriction must survive prepared launches and resumed sessions.
Regression tests cover those boundaries.
- Existing absent settings retain their prior behavior. This change does
not add native search-on support or loosen gateway admission.
- Older durable inputs without the optional restriction must remain
valid.
- Copilot now uses profile v60 for exact launch admission. Historical
v59 inputs remain readable. The new declaration adds no live Copilot
qualification and does not change its executable or admission flags.
- A deployed Cloud acceptance run is still required after this source
repair.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code execution, and
delegated review. The exact backend model identifier and context-window
size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 10:29:51 -05:00
Devin FoleyandPaperclip b792165ba4 Expire native runner continuity archives and quarantine (#17616)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runner sessions keep durable state under
`<instance>/runtime/paperclip-runner/durable-sessions/`
> - When a session starts a fresh provider session, the retired state is
moved into `<session>/continuity-breaks/<epoch>-<uuid>/`; when state
loses authority, it is moved into
`quarantine/<session>.<reason>.<epoch>.<pid>.<uuid>/`
> - Nothing ever removes either, and each can hold a full Codex home of
several gigabytes
> - A sleep-aware sweep already expires failover backup copies in the
same tree
> - This pull request extends that sweep to remove both kinds of
evidence after a retention window, while keeping anything recovery may
still read
> - The benefit is that native runner disk use stops growing without
bound

## Linked Issues or Issue Description

Bug report described in-PR (bug report template).

**What happened?**
On one instance, one day of native runs produced 20 continuity-break
archives totaling 4.8 GB, one session alone holding 4 GB. The quarantine
folder held 12 entries totaling 2.1 GB, the oldest a month old. Neither
is read again by normal operation (continuity-break archives are written
by `archiveContinuityState` and never read), and nothing deletes them.
They were removed by hand to free space and will regrow.

**Expected behavior**
Evidence older than a bounded window is removed automatically, as
failover backup copies already are, without removing anything a live
session or recovery path still needs.

**Steps to reproduce**
1. Run a native Codex session that hits a continuity break (fresh
provider session), or whose state is quarantined (for example
`identity_indeterminate`).
2. Inspect `durable-sessions/<session>/continuity-breaks/` and
`durable-sessions/quarantine/`.
3. Wait any length of time: the entries stay forever.

**Paperclip version or commit:** `master` at e335265568.
**Deployment mode:** any with native runner sessions.
**Agent adapter(s) involved:** native runner (Codex, and any provider
whose state lands in these folders).

## What Changed

-
`server/src/services/native-runtime/native-harness-backup-expiration.ts`:
the existing tick also retires evidence.
- **Continuity-break archives** (`<epoch ms>-<uuid>` under each
session): removed when older than the window. Age is the epoch in the
name, or the folder mtime when that epoch is in the future.
`archiveContinuityState` refuses to archive state with warm-transition
evidence, and no code path reads `continuity-breaks`.
- **Quarantine entries**
(`<session>.<identity_indeterminate|identity_mismatch>.<epoch
ms>.<pid>.<uuid>`): removed by the same age rule. Native cleanup source
archives (`<session>.identity_indeterminate.cleanup.<uuid>`) are
referenced from recovery history, have no epoch, and keep their original
inode's mtime, so they are always kept.
- Every entry is skipped while its session is executing, initializing,
warm, or closing in this process; this is checked again just before
removal. Symlinked entries and symlinked
`continuity-breaks`/`quarantine` folders are reported as `unsafe_path`
and never followed.
- Removal renames to `.expired-<uuid>` in the same folder and then
deletes; later sweeps finish interrupted deletions. An empty
`continuity-breaks` folder is removed.
- Archives, quarantine entries, and leftover deletions count toward
`maxEntries` and `maxRemovals`, and stop on `shouldContinue`. Paging
resumes inside a session's archives and then in quarantine, so a bounded
or dry-run batch always makes progress and never recounts a session's
backup.
- New result fields: `evidenceCandidates`, `evidenceCandidateBytes`,
`evidenceRemoved`, `evidenceReclaimedBytes`, and skip reasons
`recent_evidence` and `cleanup_archive`. The service also exposes
`noteEvidence(writtenAt)`.
- `server/src/services/native-runtime/native-runner-evidence-signal.ts`
(new): a process-local signal. `native-session-executor.ts` raises it
with the entry's epoch right after `archiveContinuityState` creates an
archive and after `quarantineRunnerdStateRoot` moves state into
quarantine; `server/src/index.ts` subscribes the sweep and unsubscribes
on shutdown.
- `server/src/config.ts`:
`PAPERCLIP_NATIVE_RUNNER_EVIDENCE_RETENTION_DAYS` (default `7`, minimum
`1`).
- `server/src/index.ts`: passes the window and logs a batch when it
found evidence candidates.
- `doc/recoverable-disk-cleanup.md`, `doc/DEVELOPING.md`: document the
variable and behavior.

**Sleep-aware background work**
(`rules/sleep-aware-background-work.mdc`):
- *Trigger:* each entry's own expiry deadline (its epoch plus the
window), plus a direct call from the executor when it writes new
evidence. No timer, interval, or polling loop is added; the pass runs
inside the existing sweep's tick and keeps its drain, warm-standby, and
shutdown handling.
- *Source of truth:* the filesystem entries themselves. After a restart
the first sweep reconstructs the next deadline from them.
- *Pending-work predicate / next deadline:* after a full pass the sweep
keeps the earliest due time of the entries it retained; ticks before
that time skip the evidence pass entirely (no readdir, no SQL). A busy
session, a failed removal, or a full batch makes it due on the next
sweep while that obligation remains.
- *Quiet condition:* no evidence, or only evidence not yet due. The pass
never queries the database, so retained evidence never causes recurring
SQL. Dry run reports each candidate once rather than every hour.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/native-harness-backup-expiration`
(in `server/`, embedded Postgres): 52 passed. New cases:
- old archives and quarantine entries are removed, recent ones kept; the
empty `continuity-breaks` folder is removed;
- age comes from the name, with mtime used for a future epoch;
non-archive folders are ignored;
- a busy session keeps its evidence, including when it becomes busy
after the first check, and it is retried on the next tick;
- dry run reports candidates and bytes, changes nothing (including
leftovers), and reports each candidate once until new evidence comes
due;
- symlinked entries and symlinked evidence folders are skipped without
touching the target;
- an old quarantine entry is removed even when its session's issue is
still open; cleanup source archives are kept;
- the pass stays quiet until retained evidence is due, and a
`noteEvidence` signal schedules newly written evidence;
- inspected archives and leftovers count against `maxEntries`, and
leftover removal stops on `shouldContinue` and resumes next tick;
- a due pass stopped by drain before any session stays pending;
one-entry batches finish without recounting a resumed session;
- interrupted `.expired-*` deletions are finished; paging across ticks
with `maxRemovals`, in normal and dry run, with no recount of the backup
when resuming.
- `native-session-executor.test.ts`: quarantining a legacy root raises
the evidence signal with the epoch in the entry name.
- `native-harness-backup-expiration-config`: default, explicit, minimum,
and fallback parsing.
- **Mutation checks**, each failing at least one test: removing the age
check, the future-epoch fallback, either busy check, the busy retry
deadline, the recent-entry deadline, the due gate, the `noteEvidence`
update, merging the pass deadline, the entry and both folder symlink
checks, the dry-run return, the dry-run leftover guard, leftover
removal, the leftover budget check and its retry deadline, counting
archives against `maxEntries`, the cleanup-archive skip, the
empty-folder removal, the resume cursor, the per-archive budget check,
the resume skip of the backup pass, not charging a resumed session,
keeping the pass active across drain, and the executor's quarantine
signal.
- `pnpm exec vitest run config native-harness
native-workspace-sync-retention native-session-executor server-startup`
(in `server/`): 1272 passed on the previous commit; `config
native-harness native-workspace-sync-retention server-startup`: 450
passed on the head commit.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke. The continuity-archive signal
call is exercised only by a runner integration test that needs the
runnerd binary.

## Risks

- **Quarantine as a fail-closed fence:** recovery
(`recoverQuiescentRunnerdState`) and failed-run retry
(`nativeFailedRunRetryStateIsSafe`) treat a quarantined entry for a
session as a reason not to bootstrap fresh. Once such an entry ages out,
a later run of that session can start a fresh provider session instead
of failing with `quarantine_owner_unverified`. This applies only after
the window, matching what backup expiry already accepts for closed work.
- **Signal coverage:** the signal is process-local. Evidence written by
another process sharing the same state directory is picked up when the
next retained deadline is due or after a restart, not immediately.
- **Legacy-path quarantine:** entries quarantined from legacy roots
carry a legacy digest, so the in-process busy check cannot match them;
they are removed by age only.
- **Remote sandboxes:** archives moved aside on a remote runner
(`<root>.continuity-break-<token>`) are outside this sweep.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, 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>
2026-10-25 09:20:30 -07:00
Devin FoleyandPaperclip 50797ea03c perf(issues): narrow queued comment wake display reads (#17570)
Read only typed queue display inputs from saved wake payloads and only runtime mode from queued runs. Preserve complete rows for locked edits, discard, steering, and interruption.

Validation: 93 focused route and policy tests, full build and repository typecheck. PostgreSQL fixtures preserve identical queue responses and saved input with less than 4 KB of read values; restoring the full wake read fails at about 1.8 MB. Exact-head Greptile 5/5 (medium), all CI checks green, and zero unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:41:14 -07:00
Devin FoleyandPaperclip 7494b8dd4c perf(auth): batch current run history read decisions (#17569)
Reuse the existing authorization batch owner for current run-history read decisions after company-scoped existence checks. Preserve missing-task denial, per-request freshness, and the decide-only adapter path.

Validation: 97 focused tests, full build and repository typecheck. A real PostgreSQL fixture returns identical decisions with 4 queries instead of 327; the original path fails the query-bound regression. Exact-head Greptile 5/5 (medium), all CI checks green, and no unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:35:07 -07:00
Devin FoleyandPaperclip f978a521ff perf(heartbeat): narrow workspace operation access reads (#17565)
Read only the current run access fields and typed workspace binding for workspace-operation polling. Keep the current privacy decisions, operation checks, and complete run storage.

Verified focused run-state, live-event, and real database privacy-route tests, full build and typecheck, all CI checks, and exact-head Greptile 5/5 with no unresolved threads.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:21:15 -07:00
Devin FoleyandPaperclip 1ad8f25c77 perf(heartbeat): narrow queued comment polling run reads (#17560)
Read current control facts and typed issue/adapter bindings for queued-comment polling. Keep full mutation and execution reads, native preparation and steering, authorization, and stored evidence.

Validation: full build and typecheck, 160 focused tests plus two assembled route regressions; exact-head Greptile 5/5 (medium), full green CI, zero unresolved threads. Old-route counterfactual transfers 2.5 MB versus less than 2 KB.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 23:53:39 -07:00
Devin FoleyandPaperclip a7006a9506 Reclaim finished isolated task directories with restore points (#17472)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents do task work in execution workspaces on the instance disk
> - A task without a project repository runs in a plain (non-Git) task
directory under `<instance>/isolated-workspaces/<company>/<issue>/`
> - Nothing removes these directories after the work is done, so the
disk fills up
> - The directories can hold the only copy of agent work, so plain
deletion is not safe
> - This pull request saves each finished task directory in an encrypted
restore point, removes it, and restores it when the work reopens. It
also removes orphaned directories after a grace period
> - The benefit is that finished task directories stop using disk, and
no agent work is lost silently

## Linked Issues or Issue Description

**What happened?**
On one instance, `instances/<id>/isolated-workspaces/` held 251 task
directories and 12 GB, and it grew every day. 61 directories belonged to
open workspace rows whose issues closed more than 7 days before (3.9
GB). 12 belonged to issues closed 3 to 7 days before (0.7 GB). 4.0 GB
were directories with no open workspace row (the row was archived or
missing).

The cause has two parts:
1. The terminal workspace reaper archives a workspace only when it
proves delivery through Git (a merged pull request or a merged branch).
A task directory is not a Git checkout, so the Git status inspection
fails and the reaper always skips the row as "undelivered". Git cache
expiration handles only `git_worktree` workspaces.
2. When a person archives such a workspace by hand, artifact cleanup
removes a `local_fs` directory only when `metadata.createdByRuntime` is
true. Task directory rows never set it, so the directory stays and the
row becomes `cleanup_failed`.

**Expected behavior**
Paperclip reclaims the task directories of finished work by itself. It
must not lose files that only exist in those directories.

**Steps to reproduce**
1. Run an agent on an issue without a project repository (for example a
low-trust sandbox task, or an issue with no project), so it works in
`isolated-workspaces/<company>/<issue>/`.
2. Let the agent write files there, then mark the issue `done`.
3. Wait any number of days. The directory and its workspace row stay.
The reaper logs the row as skipped (undelivered).
4. Archive the workspace by hand. The directory still stays.

**Paperclip version or commit**
`master` at fe85fd7ac4

**Deployment mode**
Self-hosted, local disk storage.

**Agent adapter(s) involved**
Any adapter that runs in a task directory (seen with local and sandbox
runs).

## What Changed

- Added `isolated-task-directory-snapshot.ts`: a deterministic snapshot
of a plain directory (files with modes, directories, symbolic links as
links). It never follows symbolic links, refuses special files, and
enforces the restore point limits (20,000 files, 64 MiB per file, 256
MiB in total). A `node_modules` directory next to a `package.json` is
left out. Restore writes to a staging directory, verifies the digest,
then renames it into place.
- Added `isolated-task-directory-retention.ts`:
- `expireIsolatedTaskDirectory` saves the directory in a restore point,
archives the workspace with the `isolatedTaskDirectoryRetention` state
in one transaction, checks again that the directory did not change,
renames it to trash and deletes it. A change after the capture rolls the
workspace back to active and drops the restore point. An interrupted
removal finishes on a later sweep.
- It uses the git cache expiration consumer checks
(`isGitWorkspaceExpirationEligible`): no live run, unsettled
finalization, live lease, live runtime service, unresolved recovery
action or reopen fence, and no other open workspace or project workspace
in the directory. It also requires the source issue to be bound to the
workspace, because reopen restores through that binding.
- `restoreIsolatedTaskDirectory` restores the directory on reopen. It
replaces an empty directory and fails closed on a non-empty directory
that does not match. When the restore point expired, it reopens an empty
directory and posts a system comment.
- `sweepIsolatedTaskDirectories` walks `isolated-workspaces/` in bounded
batches (8 per sweep, with a cursor). A closed workspace that its issue
is still bound to is saved and removed like an open one. Other folders
are orphans and are removed after a grace period when no live row,
project workspace, runtime service, run, finalization, lease or recovery
action refers to them.
- Reused the git restore point ledger, storage and encryption.
`storeSealedRestorePoint` and `readRestorePointObject` were extracted
from `storeGitRestorePoint`. `markGitRestorePointExpired` now also marks
a task directory restore point as expired.
- `isGitWorkspaceExpirationEligible` takes `closedSiblingsAllowed`, so
closed rows for the same issue directory do not block a task directory
forever. Git expiration keeps its old behavior.
- Terminal workspace reaper (`execution-workspaces.ts`): handles open
task directory rows after the terminal delay and registers that moment
as a deadline. It finishes pending removals, runs the folder walk at the
start of a rotation (once per server start, then only at real
deadlines), and saves at most 8 directories per sweep.
- Reopen accepts a closed `shared_workspace` row that holds task
directory state. The run path also reopens (and restores) a closed
workspace with that state before preparing the run.
- Settings: `PAPERCLIP_TASK_DIRECTORY_RETENTION_ENABLED` (default
`false`), `PAPERCLIP_TASK_DIRECTORY_RETENTION_DRY_RUN` (default `true`),
`PAPERCLIP_TASK_DIRECTORY_ORPHAN_GRACE_DAYS` (default `7`, minimum `1`).
The delay is `PAPERCLIP_GIT_RESTORE_POINT_TERMINAL_DELAY_DAYS`. Removal
needs `PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`.
- Logs: `execution_workspace.task_directory_retention`,
`execution_workspace.task_directory_cleanup` and
`execution_workspace.task_directory_restore`, with outcome, skip reason,
candidate bytes and reclaimed bytes.
- Documented the behavior in `doc/recoverable-disk-cleanup.md` and the
settings in `doc/DEVELOPING.md`.

**Preservation decision.** The code shows that these directories are not
scratch space. Nothing pushes or copies their contents, and the next run
of the same issue reuses the same path. So the files are saved before
removal, with the same ledger, encryption and retention as git restore
points, and restored on reopen. Orphans are not saved: no workspace row
can reopen them. The docs and the Risks section state this.

**Scheduling.** The work follows
`rules/sleep-aware-background-work.mdc`. It adds no timer and no
polling. Open rows use the existing reaper and its per-workspace
deadlines (the end of the terminal delay, or one hour after a retryable
skip). The folder walk runs once at startup. After that, workspace
archive and issue close notifications (the existing terminal workspace
hints) point the reaper at the affected folder, and a kept folder is
checked again only at its own deadline (end of a grace period or
terminal delay, or one hour after a busy lock or live consumer). When
the tracked state is full, the reaper schedules another walk instead of
dropping work. With nothing pending, it registers nothing.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/isolated-task-directory-retention.test.ts
src/__tests__/isolated-task-directory-retention-config.test.ts
src/__tests__/heartbeat-task-directory-restore.test.ts` (embedded
Postgres): 48 tests pass. They cover:
- a closed issue's task directory is archived and removed after the
delay by the reaper, and reopen restores files, modes and symbolic links
exactly;
- the same through reopen for a `shared_workspace` row, and through a
real heartbeat run (the run restores the files and runs in them);
- the directory stays before the delay (and the deadline is the end of
the delay), while the issue is open, and when retention is off;
- the directory stays while each consumer check fails: live run, live
runtime service, reopen fence, unsettled finalization, live lease,
unresolved recovery action, issue bound elsewhere, live sibling
workspace in the directory;
- no removal without restore points, with a non-durable key, before
`notBefore`, or over the limits;
- dry run changes nothing; a change after the capture rolls back; an
interrupted removal finishes on the next sweep; an expired restore point
reopens empty with a warning; a diverged directory fails the reopen and
stays untouched;
- folder sweep: an orphan is removed after the grace period, kept when
recently modified, in dry run, when a live row points into it, and when
its issue is open; an archived unbound row's folder is removed; an
archived bound row's folder is saved, removed and restored on reopen;
the walk is bounded and continues from its cursor;
- review follow-ups: a file name with a backslash saves and restores;
after the startup walk, a workspace archived later is found through its
change hint; an orphan used by a live run is retried; skipped rows do
not starve later rows of the per-sweep budget; overflowing tracked
deadlines schedule another walk instead of being dropped; a closing
child sends the reaper back to its archived parent's folder; a pending
lease cleanup on a closed workspace keeps an orphan; a deep path at the
platform path limit restores; an expiry recorded during removal survives
and the archive and removal are recorded as activity; a task closed
beyond retention keeps its new restore point for the full period;
- symbolic links: a task directory that is a link, an orphan that is a
link, and a link inside a directory are never followed; the link targets
stay untouched.
- Mutation checks. Each change below made at least one of the tests
above fail, and the test passed again after revert:
- drop the run-path reopen condition; drop the skipped-row cache; drop
hint tracking; reject backslashes again; drop the live-consumer retry
for folders; evict overflowing folder deadlines; skip ancestor hints;
ignore workspace-attached leases for orphans; stage restores under the
old longer name; overwrite the whole metadata on the final write; retain
task directory restore points from the tree close only; drop the removal
activity; force `closedSiblingsAllowed` off; make live siblings not
block; skip the digest recheck before rename; skip the issue binding
check; remove both symbolic link refusals (task directory); remove the
orphan symbolic link refusal; ignore live rows in the folder walk; skip
the orphan modification grace; ignore dry run for orphans; skip the
restore on reopen; skip the terminal delay; skip the restore points
requirement; skip the orphan open-issue check.
- Removing only one of the two task directory symbolic link checks did
not fail a test, because the other check still refuses the link.
Removing both fails the test.
- Related suites: `pnpm exec vitest run execution-workspaces
isolated-task-directory workspace-runtime git-restore-point
git-workspace-expiration terminal-workspace workspace-reaper
heartbeat-git-restore heartbeat-task-directory
isolated-repository-rehome nested-clone-migration environment-selection`
in `server/`: 34 files, 749 tests pass, 4 skipped. Two
`workspace-runtime.test.ts` tests fail (`does not diagnose a missing
remote branch as a rejected credential`, `rejects explicit main on a
master-only remote ...`). They fail the same way on unchanged `master`
on the local machine, so they are not caused by this change.
- `pnpm run typecheck` in `server/`: passes.
- Not run: the full server suite, a live instance rollout, and a check
that the host disk usage drops after removal.

## Risks

- The feature is off by default, and it starts as a dry run when
enabled. It needs restore points to remove anything. Rollback: set
`PAPERCLIP_TASK_DIRECTORY_RETENTION_ENABLED=false`. Saved restore points
and restore on reopen keep working.
- Orphan folders are removed without a restore point. This applies only
when no workspace row is bound to the issue at that path. If such an
issue is reopened later without another workspace, its next run starts
in an empty directory. The grace period (default 7 days of a closed tree
and no changes) and the dry run limit this risk.
- A directory over the restore point limits stays on disk (logged with
its reason). Special files keep a directory too.
- `node_modules` next to a `package.json` is not saved. A reopened task
must install its packages again.
- The restore point lives as long as git restore points (90 days by
default), counted from the later of the tree close and the removal. Only
task directory restore points use the removal time; git restore points
keep their retention. After that, reopen starts with an empty directory
and posts a warning comment.
- Reopen now accepts a closed `shared_workspace` row, but only when it
holds task directory state written by this feature.
- No schema migration. The ledger table and its columns are unchanged.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 14:16:58 -07:00
Devin FoleyandPaperclip fe85fd7ac4 Expire closed workspaces that open descendants do not use (#17464)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration removes closed issues' worktrees and saves
restore points for unsaved work
> - It treated a workspace as closed only when the source issue and
every descendant were done or cancelled
> - A routine that closes a parent and leaves children open for days
therefore kept every parent worktree, although the children work in
their own workspaces
> - The idle path did not help, because the children are updated every
day
> - This pull request counts only the issues that use the workspace when
it decides that a closed workspace can expire
> - The benefit is that closed parent worktrees are removed while their
children work elsewhere, and a child that later binds to the workspace
gets it back from the restore point

## Linked Issues or Issue Description

Refs #17271. Bug report described in-PR (bug report template).

**What happened?**
On one instance, an hourly routine creates a parent issue, works it in
its own worktree, marks the parent done, and leaves child issues open
(`blocked`, `in_review` or `in_progress`) for days. The children work in
their own workspaces. They are not bound to the parent's workspace. Git
cache expiration kept every parent worktree (about 300 MB each), because
the closed-tree check and the workspace reaper required all descendants
to be closed. In one project, 18 of 19 long-closed parent worktrees were
kept only by open children that did not use them. The idle path never
ran, because the children were updated daily.

**Expected behavior**
A closed issue's worktree expires while descendants are open, as long as
no open descendant uses that workspace.

**Steps to reproduce**
1. Enable git cache expiration and restore points.
2. Close an issue that has an isolated git worktree, and leave a child
issue open that works in its own workspace (or has no workspace
binding).
3. Wait past the terminal delay and run the workspace reaper: the parent
worktree stays, and the reaper counts it as `skippedNonTerminalTree`.

**Paperclip version or commit:** `master` at 410e5c6eed.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- `isGitWorkspaceExpirationEligible` (closed path, not the idle path):
the "tree closed for one day" check now covers only the issues in the
tree that use the workspace. An issue uses the workspace when it is the
source issue, when its `execution_workspace_id` is the workspace, or
when its current `workspace_selection` or its
`workspace_pending_selection` selects it as the `existing` workspace.
Inheritance from a parent (`reuse_existing`) and `existing` selections
are both stored as `execution_workspace_id`, and heartbeat workspace
resolution reuses an existing workspace only through that binding or a
run's persisted native binding. An open descendant without one of these
references gets a new workspace on its next run, so it no longer keeps
the parent's worktree.
- All other checks stay the same: any open issue bound to the workspace,
live or unsettled runs of any issue in the tree or of the workspace
(including a run whose context names the workspace), finalizations,
leases, recovery actions, runtime services, shared cwd and the reopen
fence.
- Workspace reaper: when the source issue is closed, git cache
expiration applies, and no reopen is pending, the reaper routes the
workspace by the same rule. It takes the restore point due time from the
source issue and the descendants that use the workspace, also after
every descendant is closed. A recently closed child that used the
workspace still holds it for the terminal delay. The compaction delay
and the archive cooldown still use the whole tree when it is closed.
- Workspace reaper: compaction and the normal archive path keep their
behavior. While any descendant is open, the reaper does not compact the
worktree, and the expiration branch handles the workspace and continues.
The archive path still requires a closed subtree. With expiration off,
or a pending reopen, routing is unchanged.
- New exported helper `listIssuesUsingGitWorkspace` shares the SQL "uses
the workspace" predicate between eligibility and the reaper.
- Docs: `doc/recoverable-disk-cleanup.md` and the
`PAPERCLIP_GIT_RESTORE_POINT_TERMINAL_DELAY_DAYS` entry in
`doc/DEVELOPING.md`.
- The existing `preserves live descendants and pending reopening` case
now binds its open child to the workspace. An unbound open child no
longer keeps the worktree by design.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts
src/__tests__/git-workspace-expiration.test.ts
src/__tests__/heartbeat-git-restore-point-resume.test.ts` in `server/`:
all pass.
- `pnpm exec vitest run src/__tests__/git-workspace-expiration
src/__tests__/git-restore-point src/__tests__/execution-workspace
src/__tests__/heartbeat-git-restore-point-resume
src/services/heartbeat/environment-selection
src/__tests__/isolated-repository` in `server/`: 15 of 17 files passed
in one parallel run. The other failures were the updated descendant case
(now fixed) and 45-second timeouts in restore point tests while 17
embedded Postgres files ran at the same time. Both files pass when run
on their own.
- `pnpm run typecheck` in `server/`: passes.
- New embedded Postgres cases with real git repositories:
- A closed parent with open `blocked`, `in_review`, `in_progress` and
`todo` children and a grandchild in their own workspaces (or with none):
the worktree expires with a restore point and the reopen restores it
exactly.
- The reaper archives it, timed from the issues that use the workspace.
A child closed one minute ago with its own workspace does not delay it.
- A recently closed child bound to the workspace holds it until its
terminal delay passes.
- When every child is closed and the most recent one used its own
workspace, the reaper does not restart the restore point delay.
- The worktree is kept when an open child is bound to it, when an open
grandchild under a child with its own workspace is bound to it, when a
child created later with `issueService.create` inherits it with
`reuse_existing`, when an open child selects it through
`workspace_selection` or `workspace_pending_selection`, when a child run
that references it is live, and when the parent was closed inside the
delay.
- The reaper never compacts the worktree while children are open, with
expiration on or off. A pending reopen keeps its current fence handling.
- After expiry, an open child that binds to the workspace reopens it
with the saved commits, index, working tree and untracked files.
- Heartbeat: a queued run for an open child that binds to the expired
workspace of a closed parent restores the workspace and runs the agent
in it with the saved state.
- Mutation checks (each run against the two restore point test files):
  - Closed-tree check restored to the whole tree: 7 tests fail.
  - `execution_workspace_id` removed from the rule: 3 fail.
  - `workspace_selection` removed from the rule: 1 fails.
  - `workspace_pending_selection` removed from the rule: 1 fails.
  - Reaper `latestTerminalAt` from the whole tree: 3 fail.
  - Reaper routing by the whole tree: 2 fail.
- Reaper restore point due time from the whole tree once it is closed: 1
fails.
  - Pending-reopen gate removed: 1 fails.
- Compaction gate (`!treeOpen`) removed: no test fails. Compaction's own
guard under the lifecycle lock still rejects open trees, so the gate
only skips work that cannot succeed.
- Not run: the full server suite and the UI suites. CI covers them.

## Risks

- Closed parent worktrees now expire while their children are open. A
child that later binds to the workspace depends on the restore point and
on the run-side reopen from #17271. The new tests cover this path. When
restore points are off, only exactly reproducible worktrees expire.
- An open child with no workspace binding no longer keeps the parent's
worktree. Heartbeat resolution never reuses a workspace without a
binding, so this does not change where the child runs.
- The rule is conservative. A workspace selected only by an issue's
current or pending selection is kept, and live runs of any issue in the
tree still block.
- The reaper runs one extra indexed query for each closed workspace when
git cache expiration applies. No migration.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 12:43:57 -07:00
Nicky Leach 60ca3a903a Keep warm sessions across project revision transitions (#17461) 2026-10-24 12:11:26 -07:00
Devin FoleyandPaperclip 14e1f59fbf fix(heartbeat): avoid large run reads during deferred-message recovery (#17460)
## Thinking Path

> - Paperclip manages AI agents and their tasks.
> - Deferred messages must survive restarts and execution cleanup.
> - Periodic recovery checks the latest run before it attempts release.
> - That check and two release checks load large execution records.
> - These checks use only admission evidence and completion identity.
> - This change selects those fields while keeping the release policy
and fresh reads.
> - Full execution records remain available for execution and detail
reads.

## Linked Issues or Issue Description

**What happened?**

Deferred-message recovery repeatedly transfers stored context, Runner
profiles,
and output excerpts to make small admission and release decisions.

**Expected behavior**

Select the fields each decision consumes. Preserve queued messages,
current
admission checks, cleanup ownership, and fresh completion reads.

**Steps to reproduce**

1. Save a terminal run with large context, profile, and output fields.
2. Leave an accepted message deferred after the issue lock is released.
3. Call `resumeQueuedRuns` and follow execution release.
4. Observe full-row reads before the admission decision.

**Paperclip version or commit**

Baseline: `410e5c6eedb`. Related read optimization: Refs #17405.
Searched open and closed PRs for run projections and stranded-queue
reads.
Searched open issues for database transfer. No matching fix was found.

**Deployment mode**

External PostgreSQL. The regression tests use disposable real
PostgreSQL.

## What Changed

- Select seven admission fields for the stranded queue's latest-run
lookup.
- Select authentication classification evidence before execution
release.
- Read completion status and typed issue identifiers after post-commit
effects.
- Keep company scoping on both release reads.
- Add large-payload and fresh-state regressions. Document the read
contract.

## Verification

- Focused PostgreSQL tests: 68 passed across queue, run control, and the
new release-read suite.
- Release reads return less than 2 KiB with three large synthetic
execution fields.
- Queue recovery passes less than 512 bytes to release, retaining the
full stored message.
- Coverage includes legacy/native owners, paused recipients, live
successors, authentication repair, and fresh completion identity after
post-commit effects.
- Root recursive typecheck and full build pass. The full local stable
suite remains in progress; no local full-suite pass is claimed.
- All current-head CI checks pass on
`c819fbb6b46bd5480a197407f06e02f245667792`. Greptile: **5/5, medium
impact**, zero comments and zero unresolved threads on that head.
- The first focused attempt found a syntax error in the new test; it was
corrected before the 68-test passing run. A redundant standalone
compiler was stopped while the required recursive check continued.
- Hosted impact is not measured yet. Staging verification follows merge.

## Risks

The projection must retain all admission evidence and preserve JSON
types.
The release policy still owns transactions, locks, cleanup, and
promotion.
There is no schema migration, polling change, message deletion, or API
change.
Configuration repair evidence is read directly, including when unrelated
result output is large.

## Model Used

OpenAI GPT-6 through Codex, with source inspection, code execution, and
GitHub tools.
The exact served 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
- [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>
2026-10-24 12:07:45 -07:00
Devin FoleyandPaperclip 1a79522a4e perf: narrow run-to-issue authorization reads (#17405)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Run pages show links to issues associated with a run.
> - The issue-link route checks the run's company and issue visibility
before it reads those links.
> - That check needs four binding fields, but the route reads the full
run.
> - Full runs can include large prompt, output, and result fields.
> - This pull request uses the existing narrow authorization read.
> - The route transfers less database data and keeps its permission
checks and response contract.

## Linked Issues or Issue Description

**Problem or motivation**

`GET /api/heartbeat-runs/:runId/issues` calls `heartbeat.getRun` for a
permission check. Its consumers only need the run ID, company ID, scope
kind, and issue ID. The full read also fetches context, output excerpts,
result data, and runtime metadata. Repeated link reads pay for that
unused data.

**Proposed solution**

Use `getRunReadAccess`, the existing four-field read from #17348. Keep
authentication, company access, company-scope authorization, run issue
visibility, and linked-issue filtering in their current owners. Keep the
existing empty response for missing and inaccessible runs.

**Alternatives considered**

A new query contract is unnecessary because the existing read provides
all required fields. A permission cache could become stale. Changing the
full run reader could affect consumers that need run details.

**Roadmap alignment**

This is a focused improvement to an existing route. It adds no feature,
route, provider, cache, or background work. Searches for run-issue
links, narrow run authorization, and `getRunReadAccess` found no open
duplicate. Related work: #17348.

## What Changed

- Change the issue-link route to use the existing narrow run read.
- Reject full run reads in the route tests. Cover readable company and
issue scopes, denied issue access, missing bindings, anonymous requests,
and the missing/cross-company empty response.
- Add a developer note about the read contract.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/activity-routes.test.ts
src/services/heartbeat/run-state.test.ts
src/__tests__/agent-live-run-routes.test.ts`: 126 tests passed.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- The route tests use the real run visibility helper with only the four
binding fields. The full reader throws if a route calls it. The existing
run-state suite checks the exact four-column selection and covers
database wiring with disposable Postgres.
- `git diff --check`: passed. Reviewed the committed diff for secrets
and private identifiers before push.
- Apex review: 5/5 on exact head
`888a4ce9ea88bb2b284eb5e28fafc01b6f48b386`, completed successfully, with
zero review threads.
- Full current-head CI passed: 54 successful checks and two expected
skips. [Workflow attempt
2](https://github.com/paperclipai/paperclip/actions/runs/40051399577/attempts/2).
[Initial serialized shard
failure](https://github.com/paperclipai/paperclip/actions/runs/40051399577/job/120744710081):
the first company-history case in unchanged
`agent-live-run-routes.test.ts` hit its 15-second timeout; the shard had
391 passing tests and one failure. That file, its agent route, the
heartbeat state reader, and the service export are unchanged from base.
The five company-history cases pass on unchanged base
`9fb28d06ffebbb615f413765078aeeb7c4291311` (9.12s suite) and this head
(8.29s suite). They also passed in the 126-test focused run. The timeout
was not reproduced locally; its cause is not established. Only the
failed shard was retried on the same head. It passed in attempt 2. This
establishes recovery; the initial timeout remains in this record and its
cause is unproven.
- The prior local full-suite failures and baseline triage remain
documented in #17384. No new local full-suite pass is claimed here. This
change uses focused local tests and the full current-head CI gate.
- No hosted user journey, staging deployment, production deployment, or
billed savings is claimed for this follow-up.

## Risks

- Run visibility depends on the canonical `scopeKind` and `issueId`. The
existing helper returns those same fields. It does not use prompt or
result data for access decisions.
- Linked issues still pass the existing SQL visibility filter. Missing
and cross-company runs still return `200 []`. Anonymous requests still
fail before the run read.
- The database query count stays the same. The change reduces data
selected for this authorization read.
- No schema or API response changes.

## Model Used

OpenAI Codex, GPT-6 family. The exact deployment model ID and context
window are not exposed in this session. Used reasoning, repository
tools, and code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 19:59:21 -07:00
Devin FoleyandPaperclip 70de7d49e9 Migrate standalone nested clones onto the shared project clone (#17407)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each task runs in a git worktree. Extra project repositories sit in
the task under `.paperclip-repositories/`.
> - #17382 made new nested checkouts git worktrees of one shared clone
per project repository. Existing standalone nested clones stayed as full
clones.
> - Long-lived tasks keep those clones for a long time. Many tasks hold
the same large repository, so most of the disk is duplicate `.git` data.
> - #17369 added a locked and verified move of isolated workspaces onto
the shared clone, with a reaper sweep behind a setting.
> - This pull request adds the same kind of locked and verified
conversion for standalone nested clones in open tasks, and runs it from
the same reaper path behind a new setting.
> - The benefit is that the duplicate clones go away without losing any
state or local history, and the disk stops filling.

## Linked Issues or Issue Description

Refs #17382 #17369. Bug report described in-PR (bug report template).

**What happened?**
On one instance, 44 open task worktrees in one project each hold a
standalone nested clone of the same large repository. Together they use
about 25 GB. About 16 GB of that is duplicate `.git` data. Another
project has 33 smaller clones. The clones are removed only when their
tasks expire, and many tasks stay open for a long time. The disk keeps
filling.

**Expected behavior**
Existing standalone nested clones in open tasks become worktrees of the
project's shared clone, with the same state and local history, and the
standalone clones are deleted.

**Steps to reproduce**
1. Prepare a task with a nested project repository before #17382, or
without a shared clone, so that `.paperclip-repositories/<name>` is a
standalone clone.
2. Create the project's shared clone, as #17382 does for new tasks.
3. Observe that the old checkout stays a full clone until the task
expires.

**Paperclip version or commit:** `master` at 8549ecaf9a.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- New `server/src/services/nested-clone-migration.ts`. It converts one
standalone nested clone in an open execution workspace into a worktree
of the shared clone:
- It holds the source lock and workspace lifecycle lock (as git cache
expiration does), the per-shared-clone lock from #17382, and the
expiration lock files (`index.lock`, `HEAD.lock`, current branch ref
lock) in the clone.
- It requires the #17369 no-live-consumer eligibility (no live runs,
leased finalizations, unreleased leases, running services, or reopen
flag). It checks again before the swap.
- It identifies the repository by managed checkout name, project
workspace rows and the origin URL, and it requires a verified shared
clone.
- It brings local history into the shared clone under the checkout's own
`paperclip/<id>/` prefix. The current branch becomes
`paperclip/<id>/<branch>`, tracking `origin/<branch>`. Unpushed local
branches become `paperclip/<id>/<branch>`. Unpushed tags become
`paperclip/<id>/tags/<tag>`. A restore point carries the commits, the
`HEAD` reflog and `ORIG_HEAD`.
- It stages the worktree at `<name>.clone-migrating`, applies the
restore point, copies the `HEAD` reflog and `ORIG_HEAD`, and moves
regenerable dirs, untracked `.env` files and
`.claude/settings.local.json` by rename. Old and new must then match
exactly (snapshot, history, branch, created refs, moved items).
- Swap: it renames the clone to `<name>.clone-standalone`, runs `git
worktree move` and `git worktree repair`, updates a saved restoration
recipe that lists the checkout, and then renames the old clone to trash
and deletes it.
- A `nestedCloneMigrationPending.<name>` metadata record makes recovery
possible. A crash before the swap rolls back (moves items back, removes
the staged worktree and the created branches). A crash after the swap
rolls forward.
- Skip reasons (nothing changes): `live_or_unresolved_consumer`,
`unknown_managed_checkout`, `local_source_checkout`, `foreign_origin`,
`no_shared_base`, `shared_base_repo_mismatch`,
`unsupported_base_git_config`, `nested_clone_has_stash` (stashes are
skipped, because `refs/stash` would be shared by every worktree),
`nested_clone_has_worktrees`, `nested_clone_has_hooks`,
`unsupported_local_git_config`, `unsupported_local_git_state`,
`unsupported_info_exclude`, `unsupported_nested_clone_refs`,
`unsupported_index_flags`, `unique_branch_reflog_commits`,
`nested_clone_ref_conflict`, `snapshot_mismatch`, `history_mismatch`,
restore point limits, and `nested_migration_recovery_conflict`.
- Reaper: `sweepTerminalWorkspaces` runs the conversion for open
workspaces when `PAPERCLIP_NESTED_CLONE_MIGRATION_ENABLED=true` (default
off). `PAPERCLIP_NESTED_CLONE_MIGRATION_DRY_RUN=true` only reports. Each
attempt logs `event: "execution_workspace.nested_clone_migration"` with
outcome, reason, branch, candidate bytes and reclaimed bytes. There is
no new timer. A retry deadline is registered on the existing reaper
deadlines only for a pending record or a transient skip (live consumer,
busy lock, changed row). A workspace is attempted again at most hourly.
A workspace without standalone clones costs one directory listing.
- `isolated-repository-rehome.ts`: I exported the shared pieces
(eligibility, locks, safe base config check, transfer plan, history
boundary, snapshot and history keys, item moves, rollback and
verification) instead of copying them. Re-home behavior does not change.
- `nested-repository-worktrees.ts`: I exported the stale registration
cleanup and added the `moveNestedRepositoryWorktree` (move and repair)
and `trackNestedWorktreeUpstream` helpers.
- Docs: `doc/recoverable-disk-cleanup.md` (new section about the
conversion) and `doc/DEVELOPING.md` (settings).

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/nested-clone-migration.test.ts`: 19 passed. It uses
embedded Postgres and real git repositories, and covers:
- Conversion with an unpushed commit, a second branch with unpushed
commits, a lightweight tag and an annotated tag, staged and unstaged
edits, a deleted file, an untracked file with mode 0600, an ignored
file, `node_modules`, `.env` and the settings file. The result is a
worktree of the shared clone (`--git-common-dir`), with the same HEAD,
status, staged content and reflog, the owned branch tracking
`origin/main`, and the history under the task's prefix. No other branch
in the shared clone changes. The old clone is gone and reclaimed bytes
are reported.
- Skips with nothing changed: stash, live run, foreign origin, unknown
checkout, no shared clone, local excludes, and a change between capture
and verification (hook).
- Two tasks convert concurrently against one shared clone. The test
holds the shared-clone lock and shows that neither conversion advances.
Then they run one at a time (peak 1), and each keeps its own branches.
- Crash recovery at `afterAside`, `afterMove` and `afterFinalize` (roll
forward), and before the swap (roll back, then convert). A dry run
reports the pending record and changes nothing.
- Expiration and restore of a converted checkout work afterwards.
Unpushed branches in a converted checkout block expiration
(`unpushed_managed_checkout_branches`).
- Reaper: disabled by default; dry run changes nothing and registers no
deadline; a live run registers a retry deadline that survives a second
sweep; enabled conversion leaves no deadline.
- Commits that only the clone's `origin` remote-tracking refs hold are
kept as `paperclip/<id>/remotes/origin/<branch>`.
- A pending conversion is finished after the workspace is archived, and
forgotten (keeping unpushed branches) when the worktree is gone.
- A filter planted in the shared clone right before the worktree add is
refused (`unsupported_base_git_config`) and never runs.
- Only checkouts named after configured project repositories are
considered; at most 8 per sweep, pending first, rotating (unit test).
- Related suites (run before review fixes; the nested, re-home and
execution workspace service suites were rerun after them): `pnpm exec
vitest run` on execution-workspaces-routes,
execution-workspaces-service, git-reproducible-managed-checkouts,
git-restore-point (all 5 files), git-workspace-contents,
git-workspace-expiration, git-workspace-expiration-eligibility,
heartbeat-git-restore-point-resume, heartbeat-project-repositories,
isolated-repository-rehome, nested-clone-migration: 15 files, 393 tests
passed.
- `cd server && pnpm run typecheck` (`tsc --noEmit`): passes.
- Mutation checks. Each mutation makes the targeted test fail, and I
reverted each one:
  - Remove both eligibility checks: the live run test fails.
- Remove the snapshot comparison: the capture/verify change test fails.
  - Disable roll forward after the swap: the recovery tests fail.
- Drop the `paperclip/<id>/` prefix from transferred branches: the
conversion and concurrency tests fail.
  - Remove the shared-clone lock: the concurrency test fails.
- Drop remote-tracking refs from the plan, the deadline restore during
backoff, archived recovery, or the config check before the worktree add:
each targeted test fails.
- Not run: the full server suite and a run on a live instance.

## Risks

- The setting is off by default. Enable a dry run first and read the
`execution_workspace.nested_clone_migration` logs.
- A clone that a run writes to between verification and the swap rename
can lose those writes. This window is the same as in #17369. Locks, the
eligibility check and the git lock files make it small.
- A crash in the short time between the rename aside and `git worktree
move` can collide with a run that recreates `<name>`. In that case the
conversion stops with `nested_migration_recovery_conflict` and keeps
both copies. Expiration keeps such a workspace because of the `.clone-`
names.
- Stashes, annotated tag messages (the tagged commit is kept as a
branch), custom hooks, custom local config and per-branch reflog-only
history are not converted. Clones with them are skipped with a named
reason. Only unpushed branches and tags get a name in the shared clone.
A pushed local branch name is not kept, but its commits stay on the
remote.
- The conversion fetches the shared clone first. A failed fetch is
ignored, and then the restore point can be larger.
- Pushing from a converted checkout needs an explicit destination, as
for all #17382 nested worktrees.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file editing, test execution).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 19:52:07 -07:00
Devin FoleyandPaperclip 0c3b5ce273 perf: filter sandbox provider lookups in Postgres (#17395)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sandbox execution selects a provider from installed plugin
manifests.
> - Driver-key lookup reads every plugin row before it finds a matching
declaration.
> - Repeated lookups transfer manifests for unrelated plugins.
> - The registry owns this database read and can filter candidates
before returning rows.
> - This pull request adds that filter and keeps the existing provider
selection checks.
> - The returned data now grows with matching providers instead of the
full catalog.

## Linked Issues or Issue Description

**Problem or motivation**

`resolvePluginSandboxProviderDriverByKey` calls the unfiltered registry
catalog on each lookup. The caller only needs plugins with a
sandbox-provider declaration for one driver key. Unrelated plugin
manifests still cross the database connection and are decoded in the
server.

**Proposed solution**

Add an optional sandbox-provider driver-key filter to
`pluginRegistryService().list`. Match the key and kind on the same JSON
declaration in Postgres. Pass the key from the existing resolver. Keep
full matching rows, install order, status checks and worker checks.

**Alternatives considered**

A catalog cache would need an invalidation contract for plugin updates
and independent writers. This change keeps fresh database reads.
Returning only one SQL row could skip a later eligible provider when an
earlier worker is unavailable. The filter therefore keeps all matching
candidates.

**Roadmap alignment**

This is a small performance fix to existing plugin execution. It adds no
product feature or provider. Searches for sandbox/driver lookup and
plugin catalog/filter work found no duplicate PR or issue.

## What Changed

- Add an optional JSONB containment filter to the existing registry list
read.
- Use it in sandbox-provider lookup by driver key. The unfiltered
catalog call keeps its existing behavior.
- Add real-Postgres regression coverage and a short developer note.

## Verification

- Four focused provider-selection/recovery/seam suites passed: 27 tests.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- The new Postgres tests seed large unrelated manifests and verify the
actual resolver SQL filters rows in the database. They cover key/kind
matching within one declaration, unfiltered reads, install order,
disabled and unavailable workers, live status/declaration changes,
unknown keys and bound unusual input.
- The filter keeps the existing SQL call count. It does not add a
network call, cache, timer, or background worker.
- `git diff --check`: passed. Reviewed the staged diff for secrets and
private account data before push.
- Full PR CI passed on `6f97c984a931416b6347e9885d840557c54d8aab`: 54
successful checks and two expected skips. [Workflow
evidence](https://github.com/paperclipai/paperclip/actions/runs/40041294925).
- Apex review: 5/5 on that exact head, completed cleanly, with no
comments or unresolved threads. Merge state is clean.
- The prior local full run on parent work is documented in #17384. It
did not pass because of test setup, host Git-default assumptions and
transient failures. Those results were preserved and triaged against
unchanged code. This change uses focused local checks and full
current-head CI; no new local full-suite pass is claimed.
- No hosted user journey, live provider throughput, production
deployment or billed savings is claimed.

## Risks

- JSONB containment checks the stored manifest before returning rows. It
still scans candidate metadata in the database; no index or SQL-call
reduction is claimed.
- Both key and kind must match the same declaration. The regression
fixture includes a plugin with those values on different declarations.
- Selection still uses the existing install-order and live
readiness/worker checks. Matching disabled records remain visible to
callers that do not require a running worker.
- No schema, API response, provider protocol, file-copy behavior or
scheduling changes.

## Model Used

OpenAI Codex, GPT-6 family. The exact deployment model ID and context
window are not exposed in this session. Used reasoning, repository tools
and code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 18:31:36 -07:00
Devin FoleyandPaperclip 8549ecaf9a Re-home isolated repository workspaces onto the shared project clone (#17369)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each isolated task workspace is a Git worktree on the server disk,
and the terminal workspace reaper and git cache expiration keep that
disk usage bounded
> - For some days, workspace preparation gave each isolated
`git_worktree` workspace its own full clone under
`isolated-repository-sources/`, with the worktree inside it. #16963
removed that creation path, but the existing clones stay, and restoring
an expired workspace still recreates its private clone
> - On one instance, 30 such clones use about 23 GB: 12.1 GB of `.git`
data, 5.2 GB of unused default-branch checkouts and 5.75 GB of real
worktrees. 28 of them back open workspaces, and the disk is nearly full
> - This pull request moves each such open workspace onto the project's
shared managed clone with its exact state, deletes the private clone,
and makes restore use the shared clone
> - The benefit is that disk use drops to one shared clone per project
repository, with no lost work and no change for workspaces that cannot
move safely

## Linked Issues or Issue Description

Refs #16963. Bug report described in-PR (bug report template).

**What happened?**
On one instance, 30 per-issue clones under
`isolated-repository-sources/<companyId>/<issueId>/checkout` use about
23 GB. 28 of them back open workspaces. No process moves these
workspaces to the shared project clone that new workspaces use, and git
cache expiration does not remove a clone while its workspace is open.
Reopening an expired workspace whose recipe has `sourceKind:
"isolated_remote"` clones the full repository again. Separately, a
restore point with a non-default file mode cannot be restored: the
reference read back from jsonb has reordered `modes` keys, so
`loadGitRestorePoint` fails with `restore_point_manifest_mismatch`.

**Expected behavior**
An open workspace with a private clone moves to the shared project clone
with the same branch, HEAD, index, worktree, untracked and ignored
files, and file modes. The private clone is then deleted. Reopening an
expired workspace uses the shared clone when one exists. A restore point
with non-default file modes restores.

**Steps to reproduce**
1. Create an isolated `git_worktree` workspace with
`materializeIsolatedRemoteWorkspaceSource` and record
`isolatedRemoteSource` metadata, as preparation did before #16963.
2. Keep its issue open. The clone stays, because no sweep moves or
removes it.
3. Expire the workspace with a restore point that has a file with mode
`0600`, then reopen it. The private clone is created again, and the
restore fails with `restore_point_manifest_mismatch`.

**Paperclip version or commit:** `master` at ec2e0d6407.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- New `server/src/services/isolated-repository-rehome.ts` with
`rehomeIsolatedRepositoryWorkspace`. It holds the isolated source lock,
the `execution_workspace_lifecycle:<id>` advisory lock and
expiration-style Git lock files (`index.lock`, `HEAD.lock` and the
branch ref lock in the clone).
- Eligibility uses the safety checks of git cache expiration that matter
while a workspace stays open: no live or unfinished relevant runs, no
unsettled native finalizations, no unreleased environment leases, no
running runtime services, no pending reopen, and no other workspace on
the same path. It does not require a closed or idle issue tree. The
check runs again inside the update transaction.
- The target base is the project's existing shared managed clone for the
same `repoUrl` (the paths `ensureManagedProjectWorkspace` uses, verified
with the same origin and storage checks as restoration).
- The move captures a restore point of the old worktree. The upstream
boundary is commits that both repositories have, so the bundle is small.
It imports the bundle into the shared clone, creates
`refs/heads/<branch>` or fast-forwards it from an ancestor, and adds the
worktree at `<base>/.paperclip/worktrees/<branch>`. Then it applies the
restore point. It copies the `HEAD` reflog and `ORIG_HEAD`, copies the
branch's upstream config when it creates the branch, and moves
regenerable directories, untracked `.env`/`.env.*` files,
`.claude/settings.local.json` and nested `.paperclip-repositories/*`
checkouts by rename. Standalone nested clones move as is. Nested
checkouts that are worktrees of their own shared clone (#17382) move
too, followed by `git worktree repair` in that clone so the registration
follows the new path, and their `paperclip/<hash>/` branch is renamed to
the new path's prefix so ownership checks still pass. Entries inside a
moved nested checkout (for example its `node_modules`) move with it.
Rollback and interrupted-move recovery repair them again after moving
them back, and verification checks that each one still resolves to the
same shared clone.
- Verification: the restore point snapshot (HEAD, index, worktree,
ignored files, modes) of the new worktree must equal the old one before
and after the move. The reflog and `ORIG_HEAD` must match, and every
moved item must exist. Only then does one transaction set
`cwd`/`providerRef`, drop `isolatedRemoteSource` and
`gitCacheExpiration`, rewrite a saved active restoration recipe to
`managed_project`, and record `isolatedRepositoryRehome: { at, from, to,
cleanedAt }`. A failure before that removes the new worktree, moves
items back, restores the branch, and leaves the old worktree untouched.
- Safety of the checkout in the shared clone: the move skips with
`unsupported_base_git_config` when the shared clone's local config sets
filter drivers, includes, attribute files, worktree config or command
settings, or when it has `info/attributes`. It checks before planning
and again right before `git worktree add`.
- Crash safety before the update: the move records
`isolatedRepositoryRehomePending` (base, target, branch, head, previous
branch tip, planned moves) before the first change to the shared clone.
The next attempt undoes an interrupted move under the same locks: it
moves items back, removes the new worktree only when it is proven to be
this move's (a linked worktree of the shared clone on the issue branch
that no workspace row references), and restores the branch. A live
failure removes the target only after this attempt created it. When an
item exists in both places, rollback stops with
`rehome_rollback_conflict` and keeps the target and the record, so no
copy is lost.
- Cleanup after the update: remove the old worktree (rename to trash,
then delete, then `worktree prune`). Delete the clone (rename to trash,
then delete) only when no other workspace, project workspace or running
service uses it, it has no other worktree, its checkout has no changes
or non-regenerable files, its refs are only branches, tags and
remote-tracking refs, and every local commit is on a remote-tracking ref
or present in the shared clone. Cleanup reads at most 5,000 refs, reflog
entries and unique commits (`clone_history_budget`). `cleanedAt` records
completion. A crash after the update leaves a pending record that the
next pass finishes, also after the workspace is archived: the reaper
scan includes archived rows with unfinished re-home cleanup when the
feature is on.
- Reaper integration in `sweepTerminalWorkspaces`: behind
`PAPERCLIP_ISOLATED_SOURCE_REHOME_ENABLED` (default `false`) and
`PAPERCLIP_ISOLATED_SOURCE_REHOME_DRY_RUN`, only when git cache
expiration is enabled. It logs `event:
"execution_workspace.isolated_source_rehome"` with outcome, reason,
candidate bytes and reclaimed bytes. A skipped workspace gets a retry
deadline one hour later in the reaper's existing deadline set. No new
timer.
- Restore: `reopenClosedIsolatedExecutionWorkspaceForIssue` calls
`rehomeExpiredIsolatedRestoration` first. For an expired workspace with
an `isolated_remote` recipe, it uses the shared clone when one exists
and the branch there is absent or at the saved commit. It keeps the old
behavior for recipes with worktree-backed nested checkouts on branches,
because those branch names are bound to the old path. It also requires
that the shared clone has every base commit (prerequisite) of the saved
restore point bundle. It rewrites the row and recipe to the shared clone
and the standard worktree path, then the existing restore runs
(`ensureGitRestorePointCommit`, `ensureSavedGitCommit`, apply). Without
a shared clone, the old behavior stays.
- Fix: restore point `modes` comparison in
`git-restore-point-storage.ts` compares by path and mode, so jsonb key
order does not matter.
- Small exports: `allocatedBytes`, `expirationScope`,
`managedSourcePaths`, `verifiedGitCacheSource`.
- Docs: new "Isolated repository sources" section in
`doc/recoverable-disk-cleanup.md`, new settings in `doc/DEVELOPING.md`.

Deviations from the requested design:
- The sweep does not create a missing shared clone. When none exists, it
skips with `no_shared_base`, because a new network clone in a cleanup
path can use more disk. Restore follows the same rule and keeps the old
behavior.
- History moves through the restore point bundle, not a separate fetch
from the clone. The bundle contains HEAD and every reflog/`ORIG_HEAD`
commit that the shared clone does not have. The move then checks that
all of them are present.
- The standard location is `<base>/.paperclip/worktrees/<branch>`. A
worktree outside the clone's standard location is skipped
(`nonstandard_worktree_location`).
- Lock files use a token derived from the workspace id, so a crashed
attempt's locks are recovered without a database marker.
- A clone that another open workspace still uses is kept and marked
`cloneRetained: "base_has_consumers"`. That workspace's own move removes
it later.

Skip reasons: `live_or_unresolved_consumer`,
`unsupported_base_git_config`, `rehome_rollback_conflict`,
`nested_branch_conflict`, `invalid_rehome_record`,
`interrupted_rehome_pending` (dry run only), `lifecycle_busy`,
`source_busy`, `workspace_changed`, `no_shared_base`,
`shared_base_repo_mismatch`, `missing_worktree`,
`nonstandard_worktree_location`, `source_identity_changed`,
`branch_identity_changed`, `unproven_worktree_admin`,
`unsupported_worktree_git_state`, `unique_worktree_refs`,
`unknown_worktree_git_logs`, `unsupported_local_git_state`,
`unique_git_refs`, `unsupported_index_flags`, `unsupported_branch_name`,
`invalid_restoration_recipe`, `unsupported_restoration_recipe`,
`target_worktree_exists`, `base_branch_checked_out`,
`base_branch_diverged`, `untransferable_ignored_files`,
`untransferable_managed_checkouts`, `worktree_git_busy`, `head_changed`,
`history_not_transferred`, `transfer_conflict`, `snapshot_mismatch`,
`history_mismatch`, `transfer_incomplete`, and restore point reasons
such as `untracked_nested_repository`, `submodules_unsupported`,
`filtered_paths`, `restore_point_too_large`. Clone kept reasons:
`base_has_consumers`, `base_has_live_services`, `base_has_worktrees`,
`clone_checkout_has_files`, `unsupported_clone_refs`,
`unique_clone_history`, `clone_history_budget`.

## Verification

- `pnpm exec vitest run
src/__tests__/isolated-repository-rehome.test.ts` in `server/`: 18
passed. It uses real Git repositories and embedded Postgres. It covers:
- a move with an unpushed commit, staged and unstaged edits, a deletion,
an untracked file with mode `0600`, an ignored file, `node_modules`,
`.env`, `.claude/settings.local.json` and a nested
`.paperclip-repositories` checkout. Snapshots, branch, HEAD, `git
status` and reflog match, the row points to the new path without
`isolatedRemoteSource`, and the old worktree and clone are gone;
- skips with nothing changed on disk or in the database: live run,
branch in the shared clone at an unrelated commit, no shared clone, an
untracked nested repository, and a concurrent change between capture and
verify (hook). The new worktree is removed and the old one keeps its
moved items;
  - the clone is kept while another workspace references it;
- a worktree-backed nested checkout moves with the task worktree, stays
registered in its shared clone at the new path (not prunable), and keeps
its changes, with its branch renamed to the new path's prefix. On
rollback it returns to the old path with its registration repaired and
its branch name restored. A standalone nested checkout moves together
with its own ignored `node_modules`;
- a file recreated in the old worktree before verification stops the
rollback and keeps both copies, then the move completes once the
conflict is gone;
- a hostile `filter.*.smudge` in the shared clone's config makes the
move skip without running it;
- a clone with more than 5,000 refs is kept, and is deleted once the
refs are gone;
- a move interrupted before the database update is reported (not undone)
by a dry run, then undone and completed on the next attempt;
- a target that another party creates right before `git worktree add` is
never deleted;
- a crash after the database update; after the row is archived, a later
reaper sweep removes the old worktree and clone;
- restore keeps the private-clone fallback when the shared clone lacks
the restore point's base commits;
- disabled by default (both flags needed), dry run changes nothing, and
the retry deadline is registered;
- reopening an expired `isolated_remote` workspace rebuilds it in the
shared clone with the restore point applied and no clone created.
- After the round 4 fixes, the related suites
(`git-workspace-expiration`, `git-restore-point-expiration`,
`execution-workspace-reopen`, `execution-workspaces-service`,
`heartbeat-git-restore-point-resume`, `heartbeat-project-repositories`,
`isolated-remote-workspace-source`) with the new suite: 326 passed.
- After rebasing on #17382, the related suites (adding
`heartbeat-project-repositories`) with the new suite: 374 passed.
- After the first review fixes, the related suites
(`git-workspace-expiration`, `git-restore-point`,
`git-restore-point-expiration`, `execution-workspace-reopen`,
`execution-workspaces-service`, `execution-workspace-compaction`,
`heartbeat-git-restore-point-resume`,
`isolated-remote-workspace-source`) with the new suite: 301 passed.
- Related suites in `server/` (first commit): `pnpm exec vitest run` on
`git-workspace-expiration`, `git-workspace-expiration-eligibility`,
`git-restore-point`, `git-restore-point-expiration`,
`git-restore-point-expiration-config`, `git-restore-point-ledger`,
`git-restore-point-ledger-config`, `execution-workspace-reopen`,
`execution-workspaces-service`, `execution-workspace-compaction`,
`heartbeat-git-restore-point-resume`,
`isolated-remote-workspace-source`,
`isolated-remote-workspace-source-lock`, `git-workspace-base-storage`,
`git-reproducible-managed-checkouts`, `git-expiration-auth-fallback` and
`workspace-runtime`: 550 passed, 2 failed. The 2 failures are in
`workspace-runtime.test.ts` (base ref resolution) and also fail on
unmodified `master` on the same machine.
- `pnpm run typecheck` in `server/` passes (after `pnpm -r --filter
"./packages/**" build`).
- Mutation checks. Each reverted guard fails one test in the new suite:
  - eligibility always true: "keeps a workspace with a live run" fails;
- snapshot verification removed: "removes the new worktree and keeps the
old one when the workspace changes during the move" fails;
- clone reference check removed: "keeps the clone while another
workspace still references it" fails;
- restore re-home removed from reopen: "restores an expired isolated
workspace into the shared project clone" fails;
  - old `JSON.stringify` modes comparison: the same restore test fails;
  - interrupted-move recovery removed: the interrupted-move test fails;
- target existence check before `git worktree add` replaced by assumed
ownership: the foreign-target test fails;
- bundle prerequisite check removed: the stale shared clone restore test
fails;
  - archived-row cleanup scan removed: the crash test fails;
- dry run check before interrupted-move recovery removed: the
interrupted-move test fails;
- `git worktree repair` after the forward move removed: both nested
worktree tests fail. The repair after moving back removed: the rollback
test fails;
- nested branch rename forward or back removed: the matching nested test
fails;
  - rollback conflict check removed: the reappearing-file test fails;
  - covered-entry filter removed: the full re-home test fails;
  - shared clone config check removed: the hostile filter test fails;
  - ref budget removed: the many-ref test fails.
- Not run: the full server suite, and the move on a live instance.

## Risks

- Workspace paths change for re-homed workspaces. Agents that resume an
old session can remember the old path. The run's working directory comes
from the updated row, but text in a resumed conversation can still name
the old path.
- The feature is off by default. It runs only with
`PAPERCLIP_ISOLATED_SOURCE_REHOME_ENABLED=true` and git cache expiration
enabled. Dry run is available. The restore change is not behind the
flag: reopening an expired private-clone workspace now uses the shared
clone when one exists.
- A run can start between the last eligibility check and the database
update. The update transaction checks eligibility again, and the old
worktree is deleted only after another check. This is the same window
that git cache expiration accepts.
- Imported restore point objects stay in the shared clone as unreachable
objects after a failed attempt until Git garbage collection removes
them. Base expiration keeps a base with unreachable objects, so this
only delays base expiration.
- A workspace that cannot move (for example `no_shared_base`) is retried
each hour while the feature is on. Each retry runs a few Git commands
for that workspace.
- No migration. No schema change.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file editing, Git, test runs).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 18:25:26 -07:00
Nicky Leach 100477e887 Avoid live workspace inspection in task context reads (#17396) 2026-10-23 17:05:06 -07:00
Devin FoleyandPaperclip ec2e0d6407 Share one clone across nested project repository checkouts (#17382)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A project can attach extra repositories, and every task worktree
gets a managed checkout of each one under
`.paperclip-repositories/<name>`
> - Each of these nested checkouts is a full clone. The clone uses
`--dissociate`, so no objects are shared between tasks
> - On one instance, 44 task worktrees held nested checkouts of the same
repository: 24 GB of 27 GB of worktrees. Each new task added about 0.5
GB, and the disk filled twice in one day
> - Main task worktrees already avoid this, because they are git
worktrees of one managed project clone
> - This pull request makes nested checkouts git worktrees of one shared
clone per project and repository, and adapts expiration, restore points,
restore and cleanup to them without weaker safety checks
> - The benefit is that repository objects are stored once, and a new
task adds only its working files

## Linked Issues or Issue Description

No public issue exists. This is the in-PR bug report.

**What happened?**
Every task in a project with extra repositories got a full, independent
clone of each extra repository under `.paperclip-repositories/`. On one
instance this used 24 GB of 27 GB of task worktrees (16 GB of it `.git`
data) and filled the disk twice in one day.

**Expected behavior**
Nested checkouts of the same repository share one object store, like
main task worktrees share the managed project clone. Disk use per new
task is only its working files.

**Steps to reproduce**
1. Create a project with a primary repository and a second repository
that has a repository URL and no local folder.
2. Run several tasks in isolated git worktrees in that project.
3. Look at `<task worktree>/.paperclip-repositories/<name>/.git`: each
one is a full directory with its own copy of every object.

**Paperclip version or commit:** `master` at ff835a3fc6.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

Related: #15662 (SSH restores skip nested worktrees) touches a different
path; this PR does not change adapter sync.

## What Changed

- New `server/src/services/nested-repository-worktrees.ts`. It finds the
shared clone (the managed project checkout for the repository URL, from
`ensureManagedProjectWorkspace`), adds nested worktrees, restores them,
removes their registrations, and serializes all of these operations and
fetches per shared clone with an in-process lock.
- `prepareProjectRepositoryWorkspaces` takes a `sharedBase` (company and
project). For a repository without a configured local folder, it fetches
the shared clone and adds a worktree at the same
`.paperclip-repositories/<name>-<key>` path. Each worktree gets its own
branch `paperclip/<id>/<branch>` that tracks `origin/<branch>` (`<id>`
derives from the worktree path), or a detached HEAD for a tag or commit
ref. An existing worktree must belong to the project's shared clone.
Configured local-folder copies and existing standalone clones are
unchanged. Moving a worktree to `detached-repositories` repairs its
registration. Heartbeat preparation and fresh-start reopening pass
`sharedBase`.
- `assertReproducibleManagedCheckout` and `provenManagedCheckoutHistory`
accept worktree-backed checkouts. They verify the worktree link, its
admin directory, the shared clone identity and origin, and that HEAD is
detached or on a branch under the worktree's own prefix. History checks
scope to HEAD, the per-worktree HEAD reflog, ORIG_HEAD and the owned
branches with their reflogs. Other tasks' branches are not inspected.
Stashes, unsupported refs and custom config in the shared clone still
block. The upstream proof reads objects from the common git directory.
- Restoration contents record `worktree: { base, admin }` for a
worktree-backed checkout. Validation checks its shape and the owned
branch name, and every use checks the base against the project's
expected clone paths.
- Expiration locks for a worktree-backed checkout sit in the shared
clone (`.git/worktrees/<admin>/index.lock`, `HEAD.lock`, and the owned
branch ref lock). `gitCacheExpirationLockLocations` is now async.
- `finishGitCacheTrash` removes the expired worktree's registration and
deletes its owned branch only at the recorded commit.
- `restoreGitWorkspaceContents` recreates a worktree-backed checkout
from the shared clone, and clones the shared clone again if it is gone.
It imports the restore point into the shared clone, adds the worktree on
the saved branch and commit, writes reflog-only commits back into the
new HEAD reflog, and applies the restore point.
- `cleanupExecutionWorkspaceArtifacts` (terminal reaper archival, close
and delete) collects the task's nested worktrees first. After the task
directory is gone, it removes their registrations and deletes owned
branches only when every commit is on a remote-tracking ref. An unpushed
branch stays in the shared clone.
- Review follow-ups. Owned branches always track origin, including names
with dots, and the config check accepts their tracking keys. A ref held
by a retained detached checkout gets `paperclip/<id>/r<n>/<branch>`.
Restore derives the upstream from the saved source ref. Each new
worktree fetches with `--prune`, refreshes `origin/HEAD` when no ref is
configured, and strips `refs/heads/` from branch refs. Git commands on
the shared clone run with hooks disabled. The worktree `gitdir` pointer
is read through a bounded, non-following, non-blocking handle, and more
than 64 owned branches stop the proof before reflog reads.
- Docs: new "Nested project repository worktrees" section in
`doc/recoverable-disk-cleanup.md`, and updates in `doc/DEVELOPING.md`.

## Verification

- `pnpm -r --filter "./packages/**" build`, then `pnpm run typecheck` in
`server/`: passes.
- `pnpm exec vitest run` in `server/` for `git-workspace-expiration`,
`git-reproducible-managed-checkouts`, `git-workspace-contents`,
`git-restore-point*`, `heartbeat-project-repositories`,
`execution-workspaces-service`, `execution-workspaces-routes`,
`execution-workspace-compaction`, `workspace-compaction`,
`heartbeat-git-restore-point-resume`, `managed-repository-checkout`,
`task-workspace-repositories*`, `native-workspace-sync*`,
`heartbeat-managed-clone-credentials`,
`services/heartbeat/workspace-preparation`,
`project-repositories-persistence`, `git-workspace-base-storage`,
`agent-directory-probe`, `workspace-runtime`,
`workspace-preparation-history` and `native-completion-feedback`: 866
passed, 2 failed. The 2 failures are in `workspace-runtime.test.ts`
(`rejects explicit main on a master-only remote...` and `does not
diagnose a missing remote branch...`). They fail the same way on
unmodified `master` on this machine.
- New tests (embedded Postgres, real git repositories) in
`git-workspace-expiration.test.ts`, section "nested checkouts as
worktrees of a shared base":
- Two tasks get worktrees of one shared clone. `--git-common-dir` points
to it, each task has a distinct `paperclip/<id>/main` branch, upstream
is `origin/main` and the remote is the repository URL.
- Concurrent preparation of three tasks succeeds, and preparation waits
while the shared clone lock is held.
- A legacy standalone clone is still adopted, and no shared clone is
created for it.
- Expiring a clean nested worktree removes only its registration and
branch. The sibling worktree and branch stay. Reopening recreates the
worktree from the shared clone on the same branch and commit, with its
local settings.
  - Reopening clones a deleted shared clone again.
- Unpushed commits and uncommitted files block plain expiration, are
saved in a restore point and are restored exactly.
- Reflog-only history is saved and written back into the restored HEAD
reflog, and it survives `gc --prune=now` of the shared clone.
- Stashes, a checked-out branch outside the worktree's prefix, and
unpushed owned branches or owned reflog entries outside HEAD history
block expiration.
- Another task's unpushed branch does not block, and it stays after
expiration.
- A worktree of a foreign clone at the nested path is rejected by
preparation and by the prover.
- Expiration locks in the shared clone are recovered after a process
exit.
- Deleting a task removes only its nested registrations, keeps its
unpushed branch and deletes the sibling's pushed branch when the sibling
is deleted.
- Follow-up tests: dotted branch tracking, a ref switched away and back
with a retained checkout, a changed remote default branch, a renumbered
branch restored next to a same-named remote branch, a fully qualified
branch ref after the remote advances, a branch deleted upstream, planted
`post-checkout` and `reference-transaction` hooks, more than 64 owned
branches, and a FIFO, oversized or symlinked `gitdir` pointer. Each fix
was mutation-checked.
- `heartbeat-project-repositories.test.ts`: a repository-URL-only
sibling is now a worktree of the shared clone on an owned branch, and
its detached copy is still a valid checkout after its repository leaves
the project. In `workspace-preparation.test.ts`, the publication guard
now runs before any worktree exists.
- Mutation checks. I reverted one guard at a time and confirmed that a
test fails: the owned-HEAD check, the owned-branch check in restore
point mode, the owned-reflog check, the shared-clone identity check, the
pushed-only branch deletion on cleanup, the cleanup release hook, the
registration removal on expiration, the reflog-only history write-back
on restore, and the shared clone lock. The owned-branch-tip check alone
is also covered by the owned-reflog check, so removing only one of the
two keeps the tests green.
- Not run: the full server test suite, the UI and e2e suites, and a live
instance migration.

## Risks

- Behavior change for agents: a nested checkout of a URL-only repository
is now on `paperclip/<id>/<branch>`, not `<branch>`. `git pull` and `git
status` work as before. A plain `git push` now fails because the branch
names differ. Agents must push with an explicit destination, for example
`git push origin HEAD:<branch>`. Branches in the shared clone are
visible to all tasks of the project, like main task worktree branches.
- Agent-created branches outside the worktree's prefix, stashes, and
local config live in the shared clone. Stashes and custom config block
expiration of every worktree of that clone (fail-closed). Other branches
stay in the shared clone after a task is deleted.
- The shared clone is the managed project checkout for that repository
URL. Fetches into it update its remote-tracking refs. A concurrent
restore point capture of a sibling can then roll back and retry on the
next sweep.
- The base lock is per process. Across processes, git's own ref and
index locks apply.
- No migration in this PR. Existing standalone nested clones keep their
disk use until their tasks are removed or expired. A safe migration
helper is a follow-up. Task repositories (`task-repo-*`) and configured
local-folder copies stay standalone clones.
- Restoration recipes now can carry `contents.checkouts[].worktree`. An
older server rejects such a recipe as invalid (fail-closed) and does not
restore without it.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file editing, test execution).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 16:05:13 -07:00
Devin FoleyandPaperclip 4660b22f6b perf: narrow run bindings during event ingestion (#17378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs append native events and retry-exhaustion receipts.
> - These writes lock the run row and verify its company and agent
bindings.
> - The binding check fetched the full run, including prompts,
configuration, and output.
> - This pull request reads only the two fields that the check uses.
> - The benefit is less database transfer while the same row lock
protects sequence allocation and replay checks.

## Linked Issues or Issue Description

Related: #17355 and #17348 reduce other run-read payloads. GitHub
searches for event-read and narrow-run PRs found no duplicate of this
event-ingestion change.

**What existing behavior does this improve?**

The run binding read during native event and retry-exhaustion ingestion.

**Current behavior**

The transaction uses a full-row `SELECT ... FOR UPDATE` to check only
`companyId` and `agentId`. Large run context, runner configuration, and
output cross the database connection for each such check.

**Proposed behavior**

Select only the company and agent IDs. Keep the same run ID predicate,
row lock, transaction, sequence allocator, replay cursor, and binding
checks.

**Reason and benefit**

The check does not use the other fields. Narrowing the query removes
that repeated transfer without a cache or an authorization change.

**Breaking changes**

None. No API response, schema, event, or scheduling changes.

## What Changed

- Narrow the existing run-row read inside `appendHeartbeatRunEvent`. The
event service continues to own its transaction and binding validation.
- Exercise native and retry-exhaustion writes and replays with large
stored payloads. Record the executed SQL to prove the lock reads only
the two binding fields.
- Extend missing-run and company/agent mismatch coverage to both
transaction paths. Keep the existing concurrent-writer and rollback
tests.
- Document the read boundary.

## Verification

- Focused PostgreSQL event append and sequencing suites: 9 tests passed.
They include concurrent writers, replay conflicts, rollback, cursor
checks, large payloads, and company/agent/missing-run denials.
- The first new retry-exhaustion fixture failed its duplicate assertion
because it omitted the exhaustion fields from the event payload. The
existing producer contract stores those fields in the payload. The
fixture now does the same; the rerun passed. No production retry or
replay logic changed.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- Greptile Apex: 5/5 on `76a6d3ee813ae47919b1ec8e8b88e01e58d5655d`,
clean check and no review threads. The [full PR
workflow](https://github.com/paperclipai/paperclip/actions/runs/40028758665)
passed on that exact head: 54 checks passed and two conditional checks
were skipped. The branch is conflict-free.
- The full local all-in-one suite is not repeated for this follow-up.
Full exact-head CI will supply the broader suite coverage.
- No hosted deployment or bill reduction is claimed for this follow-up.

## Risks

- Low scope: only the selected columns change. The `FOR UPDATE` lock,
transaction boundaries, sequence reservation, duplicate checks, and
failure handling remain in place.
- Native replay and legacy event writers must still serialize on the
same row. Existing real PostgreSQL concurrency tests cover that
boundary.
- No migration, provider change, new timer, or operator configuration is
required.

## Model Used

OpenAI Codex (GPT-6 family), with code execution and repository tools.
The runtime does not expose the exact model ID or context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` 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)
- [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>
2026-10-23 15:09:29 -07:00
Devin FoleyandPaperclip dfe7df0015 fix(native): expire settled native workspace sync folders (#17358)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs sync their workspace with a remote sandbox through a
per-run folder under `<instance>/native-workspace-sync/<run>/`
> - The folder holds a descriptor, a manifest, and workspace and git
seed archives, and a seed can be more than a gigabyte
> - Only a few finalization commit paths delete the folder, so many runs
leave it on disk forever
> - Instance disks fill up with folders that no code will read again
> - This pull request adds a bounded, deadline-driven retention worker
that removes a folder only when no reader can still need it
> - The benefit is that instance disks stop growing with stale sync
folders, and recovery and export paths keep their files

## Linked Issues or Issue Description

**What happened?**

`cleanupNativeWorkspaceSync(runId)` is the only code that deletes
`native-workspace-sync/<run>/`. It runs only when finalization commits
through specific paths. Runs that end in `terminal_failure`, retained
recovery, reconstruction, superseded runs, commits through other paths,
and server crashes leave the folder forever. On one instance, 22 folders
older than 7 days held 6.8 GB. Single seed archives were up to 1.4 GB.

**Expected behavior**

A run's sync folder is removed after a retention window, once the run
and its finalization are settled and no recovery or export path can
still read it. The shared `generations` seed cache stays.

**Steps to reproduce**

1. Run a native agent with a remote sandbox and let the run end in
`terminal_failure` (or crash the server during finalization).
2. Wait more than 7 days.
3. Look in `<instance>/native-workspace-sync/`. The run's folder and its
seed archives are still there.

**Paperclip version or commit**

`master` at 837add0caa

**Deployment mode**

Any deployment that runs native agents with remote sandboxes.

**Agent adapter(s) involved**

Native runtime with remote sandbox workspace sync (for example Codex on
Daytona).

## What Changed

- Added
`server/src/services/native-runtime/native-workspace-sync-retention.ts`.
It removes `native-workspace-sync/<name>/` when `<name>` is a UUID, the
entry is a real directory, its newest file is older than the window, and
one of these holds:
  - no `heartbeat_runs` row has that id (orphan);
- the run has no valid `nativeWorkspaceSync` reference and is settled:
terminal status, `finished_at` before the window, no live recorded
process (see below), no live controller lease, no
`nativeWorkspaceFinalizationOwner` receipt;
- the run is settled as above, its `native_run_finalizations` row (if
any) has no `lease_owner` and no `next_attempt_at` and is `committed`
(any recovery state) or `terminal_failure` with no or `blocked` recovery
state, no active/escalated export-cause or owner-unverified recovery
action names it, no lease carries `nativeWorkspaceExportResume` or
`pendingCleanupInFlight`, retained recovery cannot still use it
(referenced lease destroyed, or no scheduled/running/awaiting_evidence
system recovery and no queued/recovering workspace recovery), and
historical recovery adoption (`adoptHistoricalWorkspaceRecoveries`) has
no pending candidate for it.
- Each folder is decided in one transaction that holds
`pg_try_advisory_xact_lock` on the run's finalization ownership key. The
rule is evaluated while the lock is held. A held lock skips the folder.
The folder is renamed to `.expired-<uuid>` in that transaction and
deleted after commit. The next sweep removes leftover `.expired-*`
folders. `generations`, non-UUID names, symlinks and files are never
touched. Each tick tries at most 50 leftovers, then checks at most 200
folders and removes at most 50. Leftovers and folders each continue from
their own cursor, so undeletable leftovers do not block run folders. A
leftover that cannot be deleted schedules the 15-minute retry. Deadline
discovery reads run state 200 IDs at a time and stops when asked to. It
supports dry run and `shouldContinue`.
- A recorded `process_pid` / `process_group_id` blocks removal only
while it can still be the run's own process. This reuses the rule from
`conversation-continuation.ts`: PIDs are ignored when every lease of the
run is remote (they are sandbox PIDs), and a local PID or process group
blocks only while it exists on this host and its start time matches
`process_started_at`. An unreadable start time keeps the folder. A
recycled PID does not.
- Separate finding, not changed here: native runs do not clear
`process_pid` when they finish. It is cleared only by the status
arbiter's `release_run_resources` effect (cancellations and commits) and
by the recovery paths. A failed run gets a `schedule_retry` effect
instead, so its PID stays set. For remote targets the stored value is
the sandbox PID. Other readers already treat these PIDs as liveness
hints only, so this PR does not change that write path.
- Exported `nativeWorkspaceFinalizationLockKey` from
`native-workspace-finalization-ownership.ts` and used it in
`withNativeWorkspaceFinalizationOwnership` and the retention worker, so
both use the same key derivation.
- Exported `nativeWorkspaceSyncStateRoot()` from
`native-workspace-sync.ts`; `descriptorDirectory` now uses it.
- Registered the worker on the shared delivery-work coordinator
(`DELIVERY_QUEUES.nativeWorkspaceSyncRetention`) in
`server/src/index.ts`, next to the git restore point worker. It follows
`rules/sleep-aware-background-work.mdc`: no interval. It runs at startup
and at real deadlines: the earliest settled run's finish (or an orphan's
newest file) plus the window; a recheck one window later for folders it
kept; and a 15-minute retry after a failure or a held lock. With no
folders, `nextRunAt` is `null`. The run folder is now created through
one helper in `native-workspace-sync.ts` that notifies process-local
listeners; the worker wakes on that signal only while it has no
deadline, because any scheduled deadline is never later than a new
folder's own deadline. `index.ts` unsubscribes the listener on shutdown.
It pauses passive maintenance during idle drain.
- Added `PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_ENABLED` (default on
unless `false`), `PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_DRY_RUN`
(default off) and `PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_DAYS`
(default `7`, minimum `1`) in `server/src/config.ts`. Documented them in
`doc/DEVELOPING.md` and added a "Native workspace sync folders" section
to `doc/recoverable-disk-cleanup.md`.

## Verification

- `pnpm exec vitest run
src/__tests__/native-workspace-sync-retention.test.ts
src/__tests__/native-workspace-sync-retention-config.test.ts` in
`server/`: 62 tests pass. They cover:
- deletes a settled committed run (also with a left-over
`resuming_session` recovery state), a blocked `terminal_failure` with no
recovery owner, an orphan, and an unreferenced settled run;
- keeps runs whose local process or process group is still alive, or
whose live process start time cannot be read; keeps a running run with a
PID; deletes terminal runs whose recorded local process exited, whose
PID was recycled, or whose PID came from a destroyed sandbox;
- keeps recent files, recently finished runs, unsettled runs, a live
controller lease, an owner receipt, `observed` and `retryable_failure`
phases, a live `lease_owner`, a scheduled `next_attempt_at`, and each
non-blocked recovery state on `terminal_failure`;
- keeps runs with an open export-cause or owner-unverified recovery
action, `nativeWorkspaceExportResume` or `pendingCleanupInFlight` lease
metadata, retained recovery in flight on a lease that was not destroyed,
or pending historical recovery adoption; deletes when the retained lease
was destroyed;
- never touches `generations`, non-UUID names, symlinks or files; dry
run deletes nothing; leftover `.expired-*` folders are removed; an
advisory lock held by another transaction makes it skip; ticks are
bounded and resume from a cursor;
- `nextDeadlineAt` returns `null` with no folders, now with leftovers,
the settled finish plus the window, the orphan mtime plus the window,
and one window later for kept folders; the registered worker goes quiet
with no folders, retries after a held lock or an undeletable leftover,
and the real delivery-work coordinator wakes again when the real
producer (`writeDescriptor`) creates a run folder; leftover removal is
bounded and undeletable leftovers do not block run folders.
- Mutation checks: I removed each guard one at a time (advisory lock,
owner receipt, process pid, finished_at window, lease owner, next
attempt, phase, recovery state, export recovery, owner-unverified,
export resume, retained recovery, backfill pending,
symlink/real-directory check, dry run, and both mtime checks together,
plus the folder-creation wake, the process liveness rule (restoring the
old `process_pid IS NULL` rule, the sandbox exemption, the process group
check, the recycled-PID check, the unreadable start time), the leftover
batch limit, the leftover cursor and the leftover retry delay). Each
mutation made at least one test fail. I restored the code after each
one. Removing only the first mtime check does not fail a test, because
the second check inside the transaction still keeps the folder.
- `pnpm exec vitest run` on related suites in `server/`:
`native-workspace-sync.test.ts`,
`native-workspace-sync-history.test.ts`,
`native-workspace-finalizer.test.ts`,
`native-workspace-finalizer-failure.test.ts`,
`native-harness-backup-expiration*.test.ts`,
`git-restore-point-ledger*.test.ts`,
`delivery-work-coordinator.test.ts`, `chat-delivery-work.test.ts`. All
pass.
- `pnpm run typecheck` in `server/` passes.
- Greptile review: earlier rounds; all findings fixed with tests; final
score 5/5 with no open threads.
- Not run: the full server test suite and an end-to-end run against a
real instance. I did not measure disk savings on a live instance.

## Risks

- Deleting a folder that a reader still needs would make that path fall
back or fail. Same-run resume and export run under the finalization
ownership lock or before the run settles, and the worker checks the rule
while it holds the same lock. Retained workspace recovery already
handles a missing folder (ENOENT) by snapshotting the sandbox. The rule
keeps the folder for every in-flight or reopenable recovery state listed
above.
- A committed finalization row with a stale recovery state and no lease
owner is treated as settled. Nothing reads the recovery state of
committed rows.
- The worker is on by default. Operators can set
`PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_DRY_RUN=true` first to see
candidates in the log, or turn it off with
`PAPERCLIP_NATIVE_WORKSPACE_SYNC_RETENTION_ENABLED=false`.
- The first sweep on a large instance does more filesystem work. It is
bounded to 200 folders checked and 50 removed per tick.
- The folder-creation wake is process-local. A folder created by another
server process sharing the same instance directory is picked up at the
next deadline or restart.
- A stale `process_pid` no longer blocks removal. If a run's local
process is still alive with its recorded start time, the folder stays.
Live work is also still guarded by the run status, controller lease,
finalization lease and ownership lock checks.
- No schema migration.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, test runs).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 14:05:55 -07:00
Devin FoleyandPaperclip ef9e17304c perf: narrow runtime progress database reads (#17355)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Active runs publish workspace and provider progress.
> - Each update must check the current run status before it publishes.
> - This check fetched the full run, including prompts and runner
configuration.
> - This pull request reads only the four fields that progress
publication uses.
> - The benefit is less database transfer while each update still checks
durable state.

## Linked Issues or Issue Description

Related: #17348 narrows authorization reads. This PR applies a separate
projection to runtime progress. GitHub searches for runtime progress and
run-status read PRs found no duplicate.

**What existing behavior does this improve?**

The database read before a runtime progress update.

**Current behavior**

Each update calls `getRun`. This reads large run context and runner
configuration even though progress publication only uses the run ID,
company ID, agent ID, and status.

**Proposed behavior**

Use a fresh four-column read for each update. Keep the existing
active-status check, event fields, error propagation, and late-progress
suppression.

**Reason and benefit**

Transfer progress can emit many updates for one run. A small status
check avoids repeatedly transferring payloads that it does not use.

**Breaking changes**

None. No API response, schema, scheduling, or cancellation policy
changes.

## What Changed

- Add `getRunStatus` to the run-state owner. The full reader remains
available to consumers that need execution data.
- Wire the narrow reader into the lifecycle progress check. Remove the
unused context field from that check's input contract.
- Cover the exact selected fields, missing runs, database errors, large
stored payloads, terminal transitions, and the public heartbeat service
wiring. Document the read boundary.

## Verification

- Run-state and lifecycle suites: 44 tests passed before the additional
public-service regression.
- Lifecycle, public-service wiring, and native cancellation suites: 36
tests passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- The [full PR
workflow](https://github.com/paperclipai/paperclip/actions/runs/40013092548)
passed on `95bf496f689049812646b5ccddcdf2cca21efad0`. All 54 reported
checks passed; two conditional checks were skipped. This includes test
shards, browser checks, Runner verification, production bundle boot, and
clean npm installation.
- `GIT_CONFIG_COUNT=1 GIT_CONFIG_KEY_0=init.defaultBranch
GIT_CONFIG_VALUE_0=master pnpm test:run`: an additional local all-in-one
run is still in progress; no full-local-pass claim. The process-scoped
Git default matches existing master-only fixtures and does not change
user configuration.
- The initial description check failed because the dedup-search checkbox
was missing. Searches are complete and the template checkbox is now
included. The rerun passed on the same source commit.
- Greptile Apex: 5/5 on `95bf496f689049812646b5ccddcdf2cca21efad0`, no
findings or review threads.
- No hosted deployment or bill reduction is claimed. CI and Apex are
complete; this PR is merge-ready.

## Risks

- Low scope: the query selects fewer columns and preserves the existing
status read on every progress callback. It adds no worker, cache, timer,
or idle query.
- A run can still finish after the status read and before publication,
as it could before this change. This PR does not change that concurrency
boundary.
- No migration or operator configuration is required.

## Model Used

OpenAI Codex (GPT-6 family). The runtime does not expose the exact model
ID or context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` 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
suite is still running)
- [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>
2026-10-23 12:50:36 -07:00
Devin FoleyandPaperclip f406b32d08 perf: narrow run authorization reads (#17348)
## Thinking Path

> - Paperclip lets people manage and observe AI agents at work.
> - Live events and run history must enforce current task permissions.
> - Some permission checks load the complete run record for each event
or request.
> - Run context, runner configuration, results, and output can make
those records large.
> - This pull request reads only the persisted fields each access check
needs.
> - The checks still read current permissions and fail closed.

## Linked Issues or Issue Description

Related: #17251, #9155, and #16229. Those changes cover other run
projections, recovery polls, and task history. This change covers
live-event delivery, workspace-operation run checks, and event-list
access.

**What happened?**

Live-event delivery loaded every run column for each subscribed viewer,
although the permission helper used only the company, run scope, and
task binding. Workspace-operation checks did the same. The run-event
endpoint also loaded complete run records before returning separate
event rows. Large contexts and runner configurations therefore increased
database transfer for ordinary access checks.

**Expected behavior**

Read only the stored access binding. Keep company checks, permission
freshness, deleted-task tombstones, and response bodies unchanged.

**Steps to reproduce**

1. Create an issue-bound run with large context, runner configuration,
and output fields.
2. Subscribe an authorized viewer to company live events and publish run
updates.
3. Read the run events and a linked workspace operation.
4. Inspect the run SELECT projections. The previous queries load fields
that the access checks do not use.

**Paperclip version or commit**

The defect is present on the current master base, `62c78e56e53`.

**Deployment mode**

Authenticated server with PostgreSQL. The defect is not
adapter-specific.

## What Changed

- Select only company, scope, and issue bindings for live-event and
workspace-operation run authorization.
- Add a four-field run-access read for event-list requests. Reuse those
columns in the existing log-access projection.
- Preserve per-delivery and per-request permission checks, company
predicates, and event responses.
- Add real PostgreSQL and WebSocket coverage with large run fixtures.
Cover grant revocation, grant restoration, deleted tasks, missing and
foreign-company runs, and failed reads.
- Document the bounded access reads in the existing polling-load guide.

## Verification

- Six focused suites pass: 40 tests. They cover the changed paths,
run-state reads, run logs, disconnect retries, and native event replay.
- The new WebSocket test uses the production delivery path and a real
database. It verifies that the selected SQL omits large run fields while
authorization changes take effect on the same open socket.
- The event-route test preserves the returned event content and denies
the next request after grant revocation.
- Local recursive typecheck, full build, and module-boundary checks
pass. [Exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39997370119)
completed successfully, covering the full grouped unit suites,
typecheck, build/runtime boot, and E2E shards. The separate serial local
`pnpm test:run` is still running and is not claimed as completed.
- A later CI shard failed an unchanged email test expecting exactly one
task after permission grants. The unchanged-base test passes at normal
speed; adding only a 2.2-second pause before granting access reproduces
the extra tasks because previously denied deliveries become due for
retry. No email code or assertions are changed in this PR. The original
failure is retained. The single shard rerun passed: 92 suites and 1,489
tests passed, with one suite and two tests skipped by the existing
gates.
- CI initially found a route-test double missing the new access helper.
The follow-up fixes that fixture and adds event reads to malformed-ID
and missing/cross-company checks. All 122 tests across the four
changed-path suites pass; a final rerun of the expanded route suite
passes all 92 tests.
- The first CI run also timed out in the signoff changes-requested
handoff while waiting for a reviewer run after a cancelled execution
blocker. The focused test passes locally on this source. The same
focused test passes three times on unchanged master. Controller-lease
cancellation messages appear on both versions. The original CI timeout
is preserved as an intermittent, unreproduced failure; its exact cause
remains unknown. The signoff shard passes in the final exact-head CI
run.
- Initial fresh-checkout tests could not start because workspace SDK
output and native PostgreSQL library links were missing. Dependency
builds and the package's native-link setup corrected those
prerequisites. The subsequent focused run passed.

Focused command:

```sh
pnpm --filter @paperclipai/server exec vitest run src/__tests__/live-events-run-read.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts src/services/heartbeat/run-state.test.ts src/__tests__/native-observer-replay.test.ts src/__tests__/heartbeat-run-log.test.ts src/__tests__/heartbeat-run-privacy-disconnect-retry.test.ts
```

## Risks

- A missing access field could cause an incorrect allow or denial. Tests
exercise current grants, revocation, company scope, and deleted-task
bindings through the real consumers.
- No successful permission decision is cached. Every delivery and
request still checks current database state.
- No schema, migration, polling interval, API response, or deployment
configuration changes are included.
- This reduces bytes for the affected reads. It does not establish a
whole-account savings percentage. Hosted transfer measurements remain
separate validation after staging deployment.

## Model Used

OpenAI Codex, a GPT-6 based coding agent, used repository tools, code
execution, and database-backed tests. The session does not expose the
exact backend model identifier or context-window size; those values are
not guessed.

## 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>
2026-10-23 11:01:06 -07:00
Devin FoleyandPaperclip 5ef783d971 feat: expire idle open issues' worktrees with restore points (#17271)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #17248 and #17257 let git cache expiration remove a closed issue
tree's worktree after saving an encrypted restore point
> - Issues that stay open but go untouched for weeks still keep their
worktrees forever, so disks keep filling
> - This pull request expires those idle worktrees the same way, and has
the next run restore its workspace automatically
> - The benefit is bounded disk use for stalled open work, with nothing
lost when work resumes

## Linked Issues or Issue Description

Refs #17248, #17257. Bug report described in-PR (bug report template).

**What happened?**
With restore points enabled, expiration only considers worktrees whose
whole issue tree has been `done` or `cancelled` for a while. A worktree
whose issue stays `todo`, `in_progress`, `blocked` or `in_review` with
no activity for weeks is never removed.

**Expected behavior**
An open issue's worktree that has been idle long enough is saved to a
restore point and removed, and the next run on that issue gets it back
exactly.

**Steps to reproduce**
1. Enable git cache expiration and restore points.
2. Leave an issue open with an isolated worktree and no activity for
weeks.
3. The worktree is never removed.

**Paperclip version or commit:** `master` at 650581b2f0.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Expiration** (`git-workspace-expiration.ts`):
- `isGitWorkspaceExpirationEligible(..., idleCutoff)`: in idle mode the
closed-tree conditions are replaced by idle ones. No issue in the tree,
and no other issue bound to the workspace, was updated after the cutoff,
and no relevant run was created, started or finished after it. Runs of
bound issues now count as relevant runs in both modes. Every other check
stays, including no live run, recovery action, unsettled finalization,
environment lease or running service.
- `gitWorkspaceLastActivityAt` returns the latest of those timestamps,
sharing the same tree and run scope.
- `expireReconstructableGitWorkspace` takes `idleCutoff` and passes it
to all three eligibility checks.

**Reaper** (`execution-workspaces.ts`):
- For an open tree's isolated git worktree, when restore points and git
cache expiration are on and `idleMs` is set, the reaper computes the
idle deadline (last activity + `PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS`).
- Before the deadline, it records the deadline, so the next sweep wakes
then. Open trees cause no recurring checks before that.
- At the deadline, it runs expiration with a restore point. A kept
workspace is retried after an hour, like terminal ones.
- An expiration interrupted after archiving (`completed: false`) is
resumed by later sweeps even while the tree is open, with a retry
scheduled until cleanup finishes.

**Runs** (`heartbeat/environment-selection.ts`):
- When a run's issue is bound to a workspace that git cache expiration
removed (archived, `workspaceRemoved`), the run reopens it as the agent
through `reopenClosedIsolatedExecutionWorkspaceForIssue`, with the
restore point applied.
- It then clears the reopen fence, since the live run now holds the
workspace, and continues with the reopened row.
- A failed restore fails the run instead of silently starting a new
workspace.
- Comments and agent updates on the issue already reopened closed
workspaces through the issue routes.

**Config:** `PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS` (default `7`, `0`
turns idle expiry off). Docs in `doc/recoverable-disk-cleanup.md` and
`doc/DEVELOPING.md`.

No code comments were added.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts -t "idle open
issues"` (in `server/`): 7 passed, with real repositories and embedded
Postgres.
- **Round trip:** an open issue's worktree, idle for 8 days with unsaved
work, is skipped without idle mode, expires with a restore point in idle
mode, and reopens exactly.
- **Kept:** issue activity 3 days ago, or a run finished 2 days ago,
keeps the worktree.
- **Interrupted:** an idle expiration interrupted after archiving is
finished by the reaper while the issue stays open, and reopens exactly.
- **Shared workspace:** a recent update on another issue bound to the
workspace keeps it, and moves the last activity time.
- **Reaper:** before the deadline the sweep skips the worktree and
schedules exactly that deadline; at the deadline it expires it with an
active restore point. With idle expiry off, nothing is scheduled or
expired.
- `pnpm exec vitest run
src/services/heartbeat/environment-selection.test.ts` (in `server/`): 14
passed. New cases: a run reopens its expired workspace as the agent,
clears the fence with the reopen's generation and binds the reopened
row; a failed restore fails the run; a workspace archived for other
reasons is left alone.
- `pnpm exec vitest run
src/__tests__/heartbeat-git-restore-point-resume.test.ts` (in
`server/`): 1 passed. Assembled heartbeat journey with no mocked
restore: a real worktree with an unpushed commit and uncommitted notes
is idle-expired, a queued run executes, the agent runs in the original
worktree path with the original workspace id, the commit and notes are
back, the workspace is no longer archived with no reopen fence left, and
the issue stays bound. Disabling the run-side reopen fails it.
- `git-restore-point-expiration-config.test.ts`: the default is 7 and
`0` turns it off.
- **Mutation checks:** each of these fails a case:
  - dropping the idle deadline;
  - dropping the idle cutoff;
  - dropping the run activity condition;
  - not failing the run on a failed restore;
  - not re-reading the reopened workspace;
  - not resuming a pending expiration on an open tree;
  - ignoring bound issues' activity.
- `pnpm exec vitest run git-restore-point git-workspace-expiration
git-workspace-contents execution-workspaces
src/services/heartbeat/environment-selection
src/services/heartbeat/workspace-preparation` plus
`heartbeat-git-restore-point-resume` (in `server/`): 312 passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Off unless enabled:** requires
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`.
`PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS=0` keeps restore points for
closed trees only.
- **First run after idle expiry is slower:** it waits for the restore,
about as long as a reopen.
- **Failed restore blocks runs:** a restore that fails closed (for
example a missing restore point) fails each run on that issue until an
operator fixes or rebinds the workspace. This is deliberate, so work is
never silently continued in an empty workspace.
- **Kept idle workspaces are rechecked hourly**, matching the existing
behavior for closed trees that cannot be expired.
- **Retention:** restore points of open trees are not deleted while the
tree stays open, as before.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 20:02:21 -07:00
Devin FoleyandPaperclip c5ca29dbef fix(claude): prepare compatible sandbox runtimes during onboarding (#17259)
## Thinking Path

> - Paperclip connects agent accounts and prepares their execution
environments.
> - A managed sandbox image can outlive the model defaults shipped by
the app.
> - Claude setup skipped installation whenever a CLI was already on
PATH.
> - The selected model then failed its minimum-version check after
sign-in succeeded.
> - This pull request prepares a compatible private CLI before testing
or running it.
> - Cloud onboarding also stops asking customers to run inaccessible
shell commands.

## Linked Issues or Issue Description

**What happened?**

A new managed Cloud stack completed Claude subscription sign-in. Its
environment test then failed because the snapshot contained Claude Code
2.1.263, while the selected `claude-opus-5-5` model requires 2.1.280.
The screen displayed Manual debug commands that a hosted customer cannot
run.

**Expected behavior**

Paperclip prepares its managed runtime before testing the selected
account. A stale image CLI does not require the customer to upgrade a
server package. Failed preparation still blocks hiring. Cloud does not
display manual shell debugging.

**Steps to reproduce**

1. Start a managed sandbox with Claude Code 2.1.263 on PATH.
2. Connect a Claude subscription and select `claude-opus-5-5` on the CLI
lane.
3. Connect the agent. Installation is skipped because the command
exists, then the version gate blocks the hello test.

**Paperclip version or commit**

Source baseline: `6204239cfc8c3be79fc185cf3f468ebaa0ab1e3e`.

**Deployment mode**

Authenticated managed Cloud with a Daytona named snapshot. The
correction also applies to the default CLI in other managed sandbox
transports.

Related work: Refs #14993 sets model/runtime requirements; Refs #15993
changes native defaults on qualified targets. Neither prepares an
outdated default sandbox CLI on this path. Searches found no open
duplicate.

## What Changed

- Check the actual default CLI against the selected model's existing
minimum version.
- When a sandbox's default command is outdated, install the exact
required npm package into a private versioned workspace prefix. Reuse a
compatible private installation. Keep the image's global CLI intact.
- Verify the private executable and use that same command for the
account hello test and normal CLI runs, with matching command metadata.
Probe effort support after preparing that executable so the chosen
effort is retained. Keep the model, account, engine and permissions
unchanged.
- Return safe preparation checks to environment tests and normal run
logs, distinguishing installation failure causes without returning raw
installer output or credential-bearing URLs.
- Exclude provider and Paperclip credentials from the installer
environment. Preserve the existing failing version gate if installation
or verification cannot succeed. Local, SSH and explicit custom commands
remain operator-managed.
- Hide Manual debug and legacy operator check hints on Cloud and while
deployment metadata is unknown; preserve check messages and details.
Retain self-hosted help and the detailed failed checks. Cloud copy asks
for a retry instead of asking the customer to repair the environment.
- Add subprocess-backed runtime controls, an account-probe regression
and mounted Cloud/self-hosted wizard controls. Update development
guidance and the affected capability maps.

## Verification

- Passed all Claude source suites and the server Claude execution suite
on head `c941ae44c22d8dafec0df033a129e39ce4ebd966`: **412 passed**, one
existing opt-in test skipped. These include the new command/effort
ordering, safe installer diagnostics, environment forwarding and run-log
regressions.
- On final head `0ecae0e9304f495a57524158b3700b8e9bc21cb8`, passed **208
tests** across all 174 mounted onboarding wizard tests and 34 Claude
execution tests. The failure fixture includes the real command-bearing
hint, and execution asserts both metadata command fields agree.
- Passed `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`,
`node scripts/check-maps.mjs` and `git diff --check`. Full typecheck and
build were repeated successfully on final head
`0ecae0e9304f495a57524158b3700b8e9bc21cb8`. [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39879208694)
is green: 54 checks passed and two skipped, including browser E2E and
serialized database suites.
- The new runtime controls execute real subprocesses with a controlled
installer. They cover an old CLI, an already compatible CLI, failed or
ineffective installation, local/custom commands, and an unknown version.
The probe regression asserts that the hello call uses the private
executable.
- A separate non-root local subprocess check installed the real npm
`@anthropic-ai/claude-code@2.1.280` package. Its private command
reported 2.1.280, the simulated image CLI remained 2.1.263, and a second
preparation reused the private copy. This ran on macOS ARM64. It did not
use a provider account, send a model prompt, or prove live Daytona
behavior.
- Attempted `pnpm test:run`. Embedded PostgreSQL initialization failed
after five attempts on this Mac with `Postgres init script exited with
code null`. The unchanged native-session database cases then failed.
Stopped only that full-suite process tree after recording the repeated
startup failure. No full local-suite pass is claimed; Linux CI must
cover those tests.
- The first new subprocess fixture had a quoting syntax error. It was
corrected before the passing focused runs. The one-off real-package
script first required an ESM extension correction, then passed. Logs
retain both attempts. A new execution assertion initially inspected the
final sandbox cleanup shell instead of the launched command; it now
checks execution metadata. A broader directory selection also picked up
generated `dist` tests whose Markdown fixtures are not copied by the
build (two ENOENT failures). The explicit source-suite run above passes;
no generated-test pass is claimed.
- Apex review: **5/5**, reviewed final head
`0ecae0e9304f495a57524158b3700b8e9bc21cb8`, all five earlier findings
addressed and resolved, no new findings.
- Merge, deployment and a fresh live Cloud subscription test are still
required. No customer account or production runtime was changed by this
branch.

## Risks

- An outdated sandbox needs npm registry access and up to 120 seconds
for one bounded installation attempt. A failed or unverified install
continues to block execution.
- The versioned package uses sandbox workspace storage. Compatible
cached copies avoid repeat installation within that workspace. Existing
runtime cleanup and sandbox lifecycle still apply.
- The compatible version comes from the adapter's existing model-version
contract. This does not add a model fallback or change the selected
execution engine.
- No schema, credential, permission, workflow or lockfile change.

## Model Used

OpenAI Codex, based on GPT-6, assisted with implementation and
verification. The exact serving model ID and context-window limit are
not exposed in this session. Capabilities used: code editing, shell
execution, API inspection 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
- [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>
2026-10-22 18:44:53 -07:00
Devin FoleyandPaperclip 6d44b80a5e feat: expire closed git worktrees with unsaved work behind restore points (#17248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration removes a closed issue's worktree only when the
remote can reproduce it exactly
> - Most closed worktrees hold unpushed commits or uncommitted files, so
they are kept forever and disks fill up
> - #17238 added restore points (an encrypted save of exactly what the
remote cannot reproduce) and #17241 added their lifecycle
> - This pull request lets expiration remove those worktrees after
saving a restore point, and restores them exactly when the work resumes
> - The benefit is bounded disk use for closed work without losing
anything a user could need, behind a setting that is off by default

## Linked Issues or Issue Description

Refs #17238, #17241. Bug report described in-PR (bug report template).

**What happened?**
With `PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and dry run off, one
instance's last 111 expiration checks removed nothing:

| Skip reason | Checks |
|---|---|
| `dirty_or_untracked_files` | 39 |
| `unpushed_managed_checkout` | 32 |
| `live_or_unresolved_consumer` | 21 |
| `unique_ignored_files` | 9 |
| commit not on the remote | 10 |

Without expiration, the terminal workspace reaper archives only merged,
clean worktrees. Closed issues' worktrees therefore accumulate without
bound.

**Expected behavior**
A closed worktree whose only obstacle is unsaved work can be removed
after that work is saved, and restored exactly if the issue is reopened
or work resumes.

**Steps to reproduce**
1. Close an issue whose worktree has an unpushed commit or an
uncommitted file.
2. Enable git cache expiration with dry run off.
3. The worktree is never removed.

**Paperclip version or commit:** `master` at 12bb7e1976.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Expiration** (`server/src/services/git-workspace-expiration.ts`):
- **When it applies:** with `PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`
(default `false`), a worktree that fails the reproducibility check for a
relaxable reason is reconsidered once its issue tree has been closed for
`PAPERCLIP_GIT_RESTORE_POINT_TERMINAL_DELAY_DAYS` (default `3`). The
relaxable reasons are uncommitted or untracked files, a commit not on
the remote, reflog or `ORIG_HEAD` history, and ignored `.env` files. A
leftover `COMMIT_EDITMSG` still blocks expiration unless it matches a
commit in the worktree's reflog, because restore points do not save
draft messages.
- **What still blocks:** a relaxed inspection
(`inspectGitCacheRecipeForRestorePoint`) keeps every other check. Nested
managed checkouts, submodules, special git state, local config and other
unique ignored files still prevent expiration.
- **Capture:** inside the existing source and lifecycle locks, a restore
point is captured with the #17238 library against a remote-verified
boundary (the `HEAD` itself, or its merge base with `origin/HEAD`), then
encrypted, uploaded, read back and hash-checked
(`git-restore-point-storage.ts`).
- **Commit before touching disk:** it is activated in the #17241 table
in the same transaction that archives the workspace with a
`paperclip.git-cache-restoration.v2` recipe referencing it, still before
anything on disk is touched.
- **Final check:** under the file locks, the worktree must still match
the captured snapshot (`HEAD`, index, working tree, modes). Otherwise
the existing rollback runs. The rollback now also drops the restore
point reference and returns the recipe to v1, so a later restore can
never apply a stale restore point over the live worktree; the stored
restore point is marked superseded.
- **Failure paths:** the `pending` row is inserted in a transaction that
first registers a `git-restore-points` notification. If the upload or
read-back fails, the row is marked `superseded` so retention deletes any
uploaded object. Nothing is deleted from disk.
- **Encryption key:** restore points are refused
(`restore_point_key_not_durable`) on `s3` storage unless the secrets
master key comes from `PAPERCLIP_SECRETS_MASTER_KEY`.
- **Dry run** reports `restorePoint: true` candidates without storing
anything.

**Restore** (`git-workspace-restoration.ts`, `workspace-runtime.ts`,
`execution-workspaces.ts`):
- **Recipe versions:** `readGitCacheRestoration` and
`savedGitWorkspaceRestoration` accept v1 without a restore point, or v2
with a valid one. Older servers reject v2 instead of restoring the
commit without the saved work.
- **Before the saved commit is needed:** reopening
(`restoreGitCacheBase`) and the runtime path import the bundle when the
saved commit is missing locally.
- **After the worktree is re-added:** the runtime always imports the
bundle, so history-only commits are present again as objects even when
the base was rebuilt (they are not recreated as branches), then applies
the restore point, verifies the result, and records `appliedAt`. Reopen
persists that through a callback, as it already does for saved contents.
- **Never overwriting:** a worktree that already matches is only marked
applied. A worktree that diverged from the saved commit's clean state is
never overwritten; the restore fails closed and can be retried. Missing,
corrupt or expired restore points also fail closed.

**Retention:** the #17241 worker's expiry hook now marks the recipe's
restore point expired before its object is deleted.

**Config and docs:**
- `server/src/config.ts` adds the two settings;
`doc/recoverable-disk-cleanup.md` and `doc/DEVELOPING.md` describe them.
- No code comments were added.

**Not in this PR (follow-ups):**
- workspaces with nested `.paperclip-repositories` checkouts;
- removing idle worktrees of issues that are still open;
- starting a fresh workspace with a warning when a restore point has
expired.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts` (in `server/`): 12
passed, with real repositories and embedded Postgres. The cases:
- **Round trip:** an unpushed commit, staged and unstaged edits of one
file, a deletion, and an untracked file are restored exactly on reopen,
`.env` is dropped, and the restore point is active. Restoring through
the runtime path works the same way, and a later run never re-applies
over newer work.
- **Kept:** a worktree that is not yet due, one with the feature
disabled (today's skip reason), and one whose encryption key is not
durable.
- **Change after capture:** rolls back, keeps the worktree, returns the
recipe to v1 and supersedes the restore point.
- **Missing restore point:** fails closed, keeps the row archived and
unapplied, and fails closed again on retry.
  - **Dry run:** stores nothing.
  - **Reproducible worktrees:** expire as before, with a v1 recipe.
- **History-only commits:** reopen imports them even after they are
pruned from the base.
  - **Draft messages:** a draft commit message keeps the worktree.
- **Upload failure:** a failed upload marks the pending restore point
for cleanup and keeps the worktree.
- **Mutation checks:** each of these fails at least one case:
  - removing the pre-deletion snapshot check;
  - keeping the restore point reference on rollback;
  - removing the runtime apply;
- removing the re-apply guard (the divergence check then fails closed
instead of overwriting);
- skipping the import for a matching worktree, relaxing the draft
message guard, or not marking a failed upload's row.
- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration-config.test.ts`: 5 passed.
- `pnpm exec vitest run git-workspace-expiration git-workspace-contents
git-restore-point workspace-runtime execution-workspaces` (in
`server/`): 529 passed on the first revision. Two
`workspace-runtime.test.ts` cases about remote base refs fail, and they
also fail on unmodified `master` on this machine. After the review
fixes, the expiration, contents, restore point and execution workspace
suites passed again: 222 tests.
- `pnpm run typecheck` (in `server/`): pass.
- The server builds, the runtime bundle builds, and
`scripts/server-boot-smoke.sh node server/dist-runtime/index.mjs`
reaches healthy.

## Risks

- **Off by default:** nothing changes unless both
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true` are set. Roll out with
`PAPERCLIP_GIT_CACHE_EXPIRATION_DRY_RUN=true` first to see which
worktrees would receive restore points.
- **Data at rest:** restore points contain source and uncommitted files,
encrypted with keys wrapped by the instance secrets key. Losing that key
makes them unrecoverable, which is why `s3` storage requires an
environment-provided key. Untracked `.env` files are not stored.
- **Interrupted apply:** a crash in the middle of applying a restore
point leaves a worktree that neither matches the restore point nor is
clean. The restore then fails closed rather than overwriting it, and an
operator must reset that worktree to retry.
- **Rollback:** disable the setting. Already-expired worktrees keep
their v2 recipes and restore points, so reverting the code would leave
those recipes unreadable until restored by a server with this change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, local server builds and boots,
read-only measurements on live instances).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 16:50:15 -07:00
Dotta 46760cc588 fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations show requests in the feed and above the message
composer.
> - Earlier fixes kept dismissed questions in history, but excluded
completion reviews and other request kinds.
> - Closing those forms left a pending badge, and the server could still
demand a response.
> - This pull request saves human dismissal and removes the request from
composer reminders and ordinary completion gates.
> - People can continue the conversation and reopen the request from
history.

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

Dismissing a completion review closed its form but left it counted as
pending. It could return after reload, block a retry, or cause the agent
to demand another response. Raw runtime requests could also lose their
only usable control when dismissed.

**Expected behavior**

Dismissal leaves an accessible request in the feed and clears the
composer form and pending count. It persists after reload. It does not
submit an answer, approve an action, or wake the agent.

**Steps to reproduce**

1. Open a task with a pending completion review or another composer
request.
2. Dismiss the request, then reload the task.
3. Check that the composer stays clear and the feed entry can reopen the
request.

## What Changed

- Add nullable dismissal fields and a human-only dismissal endpoint with
company, private-task access, resolver, and locked review-policy checks.
- Persist saved-request dismissal on the server. Keep browser
persistence for raw runtime requests and existing question dismissals.
- Keep confirmations, choices, item verdicts, suggested tasks, and
runtime requests accessible in the feed.
- Exclude dismissed ordinary requests from completion and retry gates.
Tell agents not to repeat deferred requests.
- Preserve tool, secret, connection, plan, company-policy, and
configured review authorization gates. Expire deferred non-question
requests when their task completes.
- Preserve the selected form when another dismissal finishes saving.
Keep reopened reviews visible through delayed comment refreshes.
- Add a completion-review Storybook test drive and update design, API,
database, and capability documentation.

## Verification

- `pnpm -r typecheck`: passed. The final UI changes also passed the UI
typecheck.
- `pnpm build`: passed. The final UI changes also passed the UI
production build.
- Focused UI and transcript tests: 550 passed across nine files after
merging the current base branch.
- Focused database, completion, and prompt tests: 105 passed across
three files, including two review-policy regressions that failed before
the fix. The tests reject a review requester excluded by current policy,
preserve the pending gate on denial, and permit an independent reviewer
to defer the request.
- Route regression suite: 81 passed, including denial before reading or
mutating a private-task request.
- `pnpm check:token-gates`: passed.
- Map and Storybook structural checks: passed; 30 map/catalog script
tests passed.
- Browser: used the production task-thread components in the
completion-review fixture. Dismissed, reloaded, reopened from the feed,
and dismissed again. No pending badge or composer takeover remained.
Story callbacks simulate API saves; separate server tests cover
persistence and permissions.
- `pnpm test:run`: stopped after the general-server group reported one
failure in `workspace-runtime.test.ts`: "returns a bounded structured
conflict and exposes only same-company workspace references". The same
test passed in isolation (1 passed, 178 skipped). The cause of the
full-suite failure is not established. The full PR CI suite subsequently
passed on e243cbb001; its two authorization review findings are fixed in
9e1b4478b3. Fresh [full
CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846)
passes on 9e1b4478b3, including the previously failing server and
browser shards. All 54 executed checks passed; two optional Storybook
deployment/visual jobs were skipped. The legacy security status also
passed. Fresh Greptile review is 5/5, the security scan passes, and no
review threads remain open. This full CI run settles the merge gate; the
earlier local workspace-suite failure remains recorded above because its
cause was not established.
- Additional verification: the original failing browser journey passed
locally after the delayed-refresh fix. The expanded page-reload case
also passes on 9e1b4478b3 (52.7s): dismiss, reload, reopen, approve, and
receive the actual tool failure in the continuing task. It exposed a
fixture reading an accepted request before tool execution finished; the
fixture now waits for a stored execution result. The first reload
attempt stopped on a still-loading page at the default five-second
assertion; the reload now uses the suite’s navigation allowance. A
controlled server-restart run timed out waiting for server health before
the UI assertions. Local route-suite runs timed out during concurrent
module loading; sequential imports passed all 81 tests, including the
privacy regression.
- Initial verification failures: a missing SDK build and a story fixture
type error were fixed. PostgreSQL bootstrap then failed because the host
had exhausted its semaphore allowance. After explicit operator approval,
64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live
process was stopped. The database regressions then passed. The
raw-runtime regression exposed a missing feed control; the
implementation now preserves that entry and the regression passes.

## Risks

- Apply the additive database migration before the new server code. It
adds two nullable columns and does not change existing decisions.
- A dismissal is shared task attention state. Only a human with task
read access and current resolver/review authority can persist it. Review
policy is checked under the task lock. The operation is idempotent and
records the dismissing user.
- Raw runtime dismissal remains specific to a browser. Saved interaction
dismissal persists across browsers.
- A deferred review is not an approval. Tests retain protected-action
and configured review gates.
- The browser walkthrough uses a fixture. This branch has not been
deployed to a live instance.

## Model Used

OpenAI Codex, GPT-6, with code execution and browser tools. The exact
backend 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 18:37:36 -05:00
Devin FoleyandPaperclip 12bb7e1976 feat: track git workspace restore points and apply their retention (#17241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Closed issues' git worktrees pile up on disk because they can only
be removed once the remote reproduces them exactly
> - #17238 adds restore points: encrypted saves of the unpushed and
uncommitted parts of a worktree, so the worktree itself can be removed
> - Those saves live in file storage and must be deleted on a schedule,
and promptly when their issue or company is deleted
> - This pull request adds the table that tracks restore points and a
deadline-driven retention worker, with nothing creating restore points
yet
> - The benefit is a reviewable lifecycle foundation before capture is
wired into expiration

## Linked Issues or Issue Description

Refs #17238 (restore point library). Bug report described in-PR (bug
report template).

**What happened?**
Closed issues' worktrees accumulate without bound. For example, one
instance's last 111 git cache expiration checks removed nothing, because
each worktree held unpushed commits or uncommitted files. Restore points
(#17238) will let those worktrees be removed safely. That needs a
durable record of every stored restore point and a retention policy for
deleting them.

**Expected behavior**
- A restore point is kept while its work can still resume.
- It is deleted a fixed time after its issue tree closes.
- It is deleted promptly when its issue or company is deleted.

**Steps to reproduce**
Not applicable on its own: this adds the lifecycle that the capture
integration will use.

**Paperclip version or commit:** `master` at def4726bea.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**New table `execution_workspace_restore_points`** (migration `0372`,
schema `packages/db/src/schema/execution_workspace_restore_points.ts`):
- **Columns:** storage key, sha256, size, generation, source issue,
`status`, closing time, review/deletion time (`delete_after`), a
`review_generation` counter and last error.
- **Statuses:** `pending`, `active`, `expiring`, `superseded`,
`delete_requested`, `deleted`.
- **No foreign keys:** a row outlives the deletion of its workspace,
issue or company long enough to remove the stored object.
- **Indexes:**
  - the storage key is unique;
  - live generations are unique per workspace;
- an index on status and deadline serves the worker, and a partial index
on active rows' source issue serves the trigger.

**Issue tree trigger** (same migration):
`paperclip_restore_point_tree_changed` runs after an issue's `status` or
`parent_id` changes, and after an issue is deleted. It walks up from the
issue and from its old and new parents (at most 64 levels). For every
active restore point whose source issue is in that set, it makes the row
due now (keeping an earlier due time) and increments
`review_generation`. This happens in the same transaction, so a child's
deletion or move still reaches its former parent's tree.

**New `server/src/services/git-restore-point-ledger.ts`:**
- **`gitRestorePointRetentionService(db, { storage, retentionDays,
beforeExpire })`.** Each `tick` handles only due work, in batches of 50:
- **Review:** an active restore point is checked when its `delete_after`
time arrives. The due check compares against the later of the worker's
clock and the database clock, so a row the trigger just marked is never
skipped. At review:
- **Tree still open:** clear `delete_after`. The trigger marks it due
again on the next relevant issue change, so open trees cause no
recurring checks.
- **Tree `done` or `cancelled`:** expire
`PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS` (default `90`, minimum `1`)
after the tree's latest close. Expiry moves the row to `expiring`, then
runs an optional `beforeExpire` hook, which the capture integration will
use to mark the workspace no longer restorable. Only then does it
request deletion. An `expiring` row's object is never deleted: after a
restart, or if the hook fails, the hook is retried (after 15 minutes
when it failed).
    - **Source issue gone:** delete.
- **Concurrency:** a review result is written only if
`review_generation` is unchanged since the worker read the row. If the
trigger fired in between (for example, the tree closed or reopened), the
write is skipped and the row stays due for the next run. Expiry and
orphan deletion claim the row under the same check before the expiry
hook runs.
- **Abandoned captures:** a `pending` row older than one hour is
deleted.
- **Deletion:** `superseded` and `delete_requested` rows have their
object removed. They become `deleted` only once `headObject` reports the
object gone. Failures, including a local unlink error the provider
swallows, are recorded in `last_error` and retried after 15 minutes.
- **`nextDeadlineAt`** returns the earliest real deadline, or `null`
when nothing is due.
- **`requestRestorePointDeletion(tx, { sourceIssueId } | { companyId
})`** registers a delivery-work notification and marks the matching
`pending`/`active` rows `delete_requested` in the caller's transaction.

**Deletion hooks:**
- `issueService.remove` and `deleteCompany` call
`requestRestorePointDeletion` in their transactions, so a deleted
issue's or company's objects are removed promptly.
- Child issues cannot be deleted with their parent (the parent link
restricts deletion), so each issue removal goes through this hook.

**Scheduling** follows `rules/sleep-aware-background-work.mdc`:
- `registerGitRestorePointWork` registers a `git-restore-points` queue
with the shared delivery-work coordinator.
- The worker keeps no in-memory inputs. Due work is recorded in the
table, by the trigger or by deletion requests. Each run handles it and
schedules only `nextDeadlineAt`, so a failed run loses nothing and is
retried by the coordinator.
- It runs at startup, at real deadlines, and when terminal-workspace
notifications settle after issue changes, but only while restore points
exist. With nothing due, it schedules nothing. A full batch continues
immediately. There is no timer.

**Config and docs:**
- `server/src/config.ts` adds
`PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS`.
- `doc/recoverable-disk-cleanup.md` gains a "Git workspace restore
points" section; `doc/DEVELOPING.md` documents the variable.
- `drizzle-kit generate` pruned `meta/0367_snapshot.json`, following the
repository's snapshot-retention convention.
- No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-restore-point-ledger.test.ts`
(in `server/`): 26 passed against embedded Postgres, stable across
repeated runs. The cases:
- **Review outcomes:** an open tree clears its deadline and schedules
nothing; a closed tree is scheduled 90 days after its close; a
long-closed tree expires and is deleted; a missing source issue is
deleted.
- **Expiry durability:** a failing hook keeps the row `expiring` with
its object until a retry succeeds; an `expiring` row left by a restart
resumes the hook before deletion; an `expiring` row's object is never
deleted while its hook fails.
- **Trigger:** the last open child closing, a child being deleted, a
child moving to another parent, and the source issue's own status change
all mark the restore point due. Unrelated issues, inactive rows and
already-due rows are untouched. End to end, an open tree's restore point
waits without a deadline, then is scheduled 90 days after its tree
closes.
- **Races:** closing the tree, or reopening it, between the worker's
read and write leaves the row due, and the next run resolves it
correctly. A reopened tree's restore point is not deleted.
- **No rescanning:** 60 retained restore points with future review times
are not evaluated. A backlog of 60 due ones is processed as 50, then 10,
then nothing.
- **Captures and deletion:** abandoned pending rows are deleted while
recent ones are kept; superseded rows are deleted; an object still
present after deletion is not marked deleted; a failed deletion is
retried only after its 15-minute deadline.
- **Deadlines:** the next deadline is correct for each obligation, and
`null` when idle.
- **Deletion hooks:** `issueService.remove` marks only that issue's
restore points, and `deleteCompany` marks all of the company's; the
worker then deletes their objects.
- **Worker:** schedules nothing when idle, and only the next deadline
otherwise; wakes on issue changes only while restore points exist.
- **Mutation checks:** each of these fails at least one case:
  - removing the issue hook or the company hook;
  - making the trigger ignore former parents;
- removing the worker's generation check or the trigger's generation
bump;
- letting storage cleanup delete `expiring` rows, or not resuming the
hook;
  - ignoring open trees;
  - removing the deletion verification;
  - evaluating rows that are not due;
  - dropping the retry deadline.
- `pnpm exec vitest run company-deletion issue-delete issues-service
delivery-work issue-tree` (in `server/`): 190 passed.
- **CI note:** one earlier `Typecheck + Release Registry` run was
cancelled when the GitHub runner received a shutdown signal; it is not a
code failure.
- `pnpm exec vitest run` (in `packages/db`): 211 passed. One run had a
single failure in `issue-comment-derived-attribution-migration.test.ts`,
an older migration's test unrelated to this change. It passed alone and
on the full re-run.
- `pnpm exec vitest run
src/__tests__/git-restore-point-ledger-config.test.ts`: 5 passed.
- `pnpm run check:migrations` (in `packages/db`): numbering and safety
checks pass.
- `pnpm run typecheck` (in `server/`): pass.

## Risks

- **No behavior change today:** nothing creates restore points yet. The
worker runs once at startup, finds no rows and schedules nothing. The
capture integration follows in a separate PR.
- **Trigger cost:** every issue status change, parent change or deletion
now runs a short ancestor walk, plus an `UPDATE` on the new table that
matches only active restore points through a partial index. With no
restore points, the `UPDATE` matches nothing.
- **Missed wakes:** if a wake is ever missed, for example because the
process exits after commit, the due row stays in the table. The worker's
startup run or next deadline processes it.
- **Deletion paths:** issue and company deletion each gain one `UPDATE`
on the new table inside their existing transactions.
- **Migration:** `0372_mature_the_initiative.sql` creates one empty
table, its indexes, and the trigger function with two triggers on
`issues`; nothing is rewritten.
- **Rollback:** revert. The table can stay, since nothing else reads it.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only measurements on live
instances).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 15:52:04 -07:00
DottaandPaperclip 734c265339 Default new Pi agents to Paperclip Runner (#17142)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Users choose a harness during agent setup.
> - Claude, Codex, and OpenCode already receive their qualified Runner
default.
> - Pi has a qualified native integration but new Pi agents still use
the direct adapter.
> - This change gives new Pi agents the native default on supported
targets.
> - Saved agents keep their runner and compatible settings. Legacy
remains available in Advanced.

## Linked Issues or Issue Description

Refs #17120, #14921, #14922, #14923, #14924, and #14956. Related generic
default work: #15422. This PR is the separate Pi follow-up to the merged
OpenCode change.

**Current behavior**

Choosing Pi for a new agent saves the direct Pi adapter. The native Pi
integration remains behind the generic experimental flag.

**Proposed behavior**

Default new Pi agents to ACPX Pi on macOS ARM64/x64 and GNU/Linux x64
with supported glibc. Keep unsupported targets and explicit Legacy
selections on the direct adapter. Require an explicit provider/model
before test or hire. Permit model-free inactive setup drafts.

**Reason and benefit**

Users choose Pi once and receive its qualified runner. Saved agents
retain their identity and settings. Conversions reject unsupported
legacy thinking and launch settings instead of dropping them.

## What Changed

- Add Pi to the shared platform/default contract and server creation
selection.
- Admit native Pi without the generic experimental flag.
- Preserve provider models, credentials, workspace settings, exact
thinking, and saved native policies.
- Add Pi runner controls, branding, setup resume, onboarding, built-in
configuration, and import handling.
- Add managed Pi OpenRouter routing and matching native provider API-key
accounts. Keep subscription and custom gateway exclusions. Clear
alternate credentials and reject custom Pi provider overrides.
- Keep Pi draft models empty instead of applying Claude's default model.
- Verify setup against the pinned Pi runtime. For native Pi on the
official OpenRouter route, reverify the API key live without requiring a
global Legacy Pi CLI.
- Match Pi’s bounded controller close window to its native snapshot
cleanup and lifetime verification, preserving explicit caller deadlines
and the mandatory drain/suspension proof.
- Bind Pi sidecars to the package that owns the pinned native assets,
including source and vendored server layouts. Other providers retain
their existing package authority.
- Keep protocol-owned finish/block tools out of the ACPX forwarded
catalog. The trusted bridge installs these tools itself; the complete
Rust authorization catalog and terminal receipt ledger remain intact.
This fixes actual Pi session startup and applies to other ACPX
consumers.
- Advance Copilot’s shared-source attestation to v58 because it pins the
shared files touched by Pi. Preserve immutable v57 bytes and historical
decoding; Pi’s own release identity is unchanged.
- Add regression coverage and update the paired maps and developer
documentation.

## Verification

- Passed: full repository typecheck and full production build on final
head 656d304783, including the generated attestation repair.
- Passed: focused shared/server/UI suites covering default selection,
platform fallback, conversion preservation, inactive drafts, managed
account compatibility, credential isolation, OpenRouter routing/model
IDs, exact thinking controls, and saved-account selection. Relevant
batches include 375 server/conversion tests, 267 account/routing tests,
and 110 UI setup/account tests.
- Passed: 179 attestation, historical-profile, qualified-profile, and
native-execution contract tests after CI identified stale Copilot source
hashes. The identity generator check passes; the only delta after the
passing Pi browser run is this Copilot attestation/history repair.
- Passed: 145 managed-account tests, including actual service
preparation and API-key adoption/rejection for native Pi without the
Legacy CLI; 6 pinned-installation probe tests.
- Red then green: an actual task failed session.open because its
54-operation catalog included the bridge-owned terminal tools. The
regression with those tools failed before the filter; all 399 Rust
library tests pass after it. The full product retry exposed an
additional package-authority mismatch. Four authority tests failed
before that repair; 11 authority checks and 14 installation/asset checks
pass afterward. Direct real Pi session initialization with the corrected
package root and catalog succeeds. No model prompt was sent by that
diagnostic.
- Red then green: real Pi posted Hello from Pi but its controller closed
before native cleanup could finish. The cleanup-budget test failed with
the old default and passes with the bounded Pi window. All 46 selected
suspension, drain, and package-authority tests pass after building their
native fixture.
- Passed: token gates, paired map checks, Rust formatting, and git diff
--check.
- Passed real browser acceptance on macOS ARM64, generic native runner
flag disabled, source a433748a12 (Pi code unchanged afterward): the UI
selects Paperclip Runner by default, retains Pi and the selected
model/account, and verifies the pinned runtime plus live OpenRouter key.
A fresh UI-created task, assigned to the UI-created native Pi agent,
posted exactly `Hello from Pi` and reached Done without retry or
restart. The native run and workspace finalization succeeded; the
response and Done persisted after Reload.
- Evidence: 8 preserved browser attempts, including the final passing
18-step journey with all screenshots. Prior failures remain recorded.
The earlier failed checkpoint run recovered on server restart; that
recovery is separate from the fresh final task’s clean success.
- Preserved browser failures: missing account control/inherited Claude
draft model; incompatible managed-account/model-prefix handling; generic
npm probe for Pi; Legacy CLI hello check; duplicate terminal tools and
wrong provider-package authority at actual native session.open; a real
Hello from Pi comment followed by premature checkpoint cleanup timeout.
Each failure has retained screenshots/logs and a corresponding focused
repair. The fresh final task proves these repairs end to end.
- The exact Runner Vitest shard was also run locally after the
attestation fix: the stale-hash failure is gone; 1,833 tests passed, 10
skipped, and two Codex retained-control settlement scenarios failed with
`native_cleanup_maintenance_unproven` during terminal ACK/suspension
replay. Both scenarios passed in an isolated rerun (2/2), and the same
19-test file passed in the preceding Linux CI run. The precise
full-shard timing cause is not established. These Codex scenarios are
outside the changed Pi paths; the original local failures are retained;
no complete local Runner-shard pass is claimed. The corresponding Runner
shard now passes on the final head in hosted Linux CI. All 60 final-head
check runs are now terminal and clean (55 successful, 1 neutral, 4
skipped), and the legacy Snyk status is successful.
- Local full repository tests were attempted but not completed:
provisioning briefly confused a workspace symlink, then a later run was
stopped before browser-driven repairs. No full local-suite pass is
claimed. Final-head hosted CI is green and fresh Greptile review is 5/5
with all review threads resolved; earlier jobs canceled by runner
shutdown are not counted as a pass.

## Risks

- Pi cleanup has a finite 45-second default window, accounting for the
native 30-second snapshot cleanup and 5-second lifetime fence. Other
providers and explicit caller deadlines retain their prior behavior.
- Pi requires explicit operator setup with `paperclipai runtime setup
pi` on the execution host. This PR does not add automatic downloads.
- Linux ARM64, Windows, musl, and unqualified targets retain Legacy.
- Legacy thinking levels minimal, medium, and xhigh cannot be translated
exactly. Native max thinking, warm lifecycle, or restricted permissions
cannot be dropped during a return to Legacy.
- Copilot’s bound profile advances to v58 with exact current launch
admission; v57 remains decodable for recovery. No historical identity is
rewritten.
- Existing agents and immutable run descriptors are not migrated. Cloud
Pi availability is unchanged.

## Model Used

OpenAI GPT-6 through Codex with reasoning, code editing, command
execution, and browser use. The exact serving model ID and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-21 17:10:00 -05:00
DottaandPaperclip 39e44a9d9b Default new OpenCode agents to Paperclip Runner (#17120)
Default new OpenCode agents to Paperclip Runner on qualified macOS and Linux x64 targets. Preserve saved runner choices, explicit Legacy selection, and unsupported-target fallback. Pi remains a separate change.

Verified the complete browser path with a real OpenRouter connection: create the new agent, assign a task, observe its response and Done status, and reload to confirm persistence. CI passes and Greptile is 5/5 with no unresolved findings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 15:09:15 -05:00
DottaandPaperclip c6ee96a3df fix: stop idle MCP event polling (#17036)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - MCP task subscriptions and Dot mailboxes notify external clients
when work changes.
> - Their delivery workers queried SQL every two seconds, including when
no work existed.
> - Those queries prevent idle databases from becoming quiet across many
hosted instances.
> - Existing activity, mailbox, subscription, and delivery records
already preserve the work.
> - This pull request uses committed-write signals and saved retry
deadlines to drive delivery.
> - Idle subscriptions become quiet while startup, retry, drain, and
shutdown recovery remain supported.

## Linked Issues or Issue Description

Related sleep migrations: #15625, #17000, #17008. Searched open PRs and
issues for MCP event sleep/polling work; no duplicate found.

**What happened?**

Each public MCP and Dot event service started a two-second interval. It
checked settings, scanned subscriptions, created delivery receipts,
cleaned expired records, and attempted delivery even without changes.

**Expected behavior**

An empty or subscribed-but-idle service produces no recurring SQL or
network traffic. Committed events trigger prompt delivery. Only
unfinished work retains a retry deadline.

**Steps to reproduce**

Configure a public MCP origin and start the server. Observe recurring
settings queries with MCP disabled, or subscription/queue queries with
it enabled. No incoming task changes are required.

**Paperclip version or commit**

Initially inspected master at
`8b4ab65b1c3d863d282752e83307943720a5c85c`; rebased onto `c2daf906d9`
after master advanced. The only conflict was overlapping imports in the
heartbeat queue; both were preserved.

## What Changed

- Register separate MCP and Dot workers with the existing delivery
coordinator. Remove both unconditional intervals.
- Notify from committed activity, comment, mailbox, subscription, and
experimental-settings writes. Centralize comment insertion in one small
helper so normal callers do not manage recovery state.
- Preserve outer transaction ownership, uncertainty reconciliation, and
requests deferred during drain or standby.
- Restore delivery retry/abandoned-claim deadlines on startup. Scan
subscriptions in pages of 20; drain full source and delivery batches
without another external event. Scope subscription refreshes to their
subscription or shared Dot binding, issue activity to its task, comment
discovery to its company, and mailbox/assignment changes to their
binding. Retry deadlines do not rescan unchanged sources.
- Run expired-record cleanup opportunistically. Preserve on-use expiry
checks and the existing one-time automatic Dot challenge behavior.
- Add real PostgreSQL lifecycle coverage and guarded external test
database options for existing MCP/Dot integrations. Document producers
and the supported writer model.

## Verification

- Final head `e54fb34485921016ef988f7df9cca173a9ebdfc8`: all CI checks
passed (55 successful checks/statuses, one neutral review, two
intentionally skipped Storybook checks). Mergeable with no unresolved
review threads. Greptile: 5/5 on this exact commit; security scan
passed.
- All 284 affected tests passed in one local run after rebasing: 16
real-PostgreSQL lifecycle tests, 24 coordinator/scheduler/standby tests,
84 public MCP tests, 54 Dot runner tests, and 106 interaction-service
tests.
- Server TypeScript passed after refreshing generated Runner/plugin SDK
dependencies from master. Full workspace typecheck and build passed
before the rebase; final CI repeated typecheck and build successfully on
the rebased head.
- Coverage includes SQL/network quiet with configuration and history,
committed writes, outer commit/rollback, drain/standby, retry
restoration, reenable/unsubscribe, concurrent writes, shutdown,
source/delivery/subscription batch boundaries, Dot challenges and
reconnects, native broker fences, comment discovery, and
company-isolated scans.
- CI exposed an existing lock-order test whose insert proxy missed
nested transactions and waited indefinitely. The fixture now observes
nested inserts, preserves the lock assertion, and fails explicitly if
interception is missed. The complete 106-test interaction suite and the
formerly hanging CI shard pass. The warm-standby/settings test doubles
were also updated for the new coordinator/transaction boundaries.
- Earlier fixture failures (required timestamps, cleanup, external
database selection, async waits) were corrected. One existing OAuth
first-poll timing assertion and one E2E company-cleanup race passed on
single reruns; the final full CI run passed without a rerun. No OAuth or
company-deletion behavior was changed.
- The local full `pnpm test:run` attempt could not initialize embedded
PostgreSQL after five attempts. It was stopped; affected integrations
were verified with separate disposable PostgreSQL 17 databases, and
final CI supplied the full-suite result. Embedded-only local skips are
not counted as passes.

## Risks

- Notifications use one live server/database scope. Independent SQL
writers and separate live replicas do not trigger these process-local
workers. Startup recovers durable state; continuous multi-writer
discovery needs a notification/ingress contract.
- Idle physical cleanup waits for startup or another enabled sweep.
Subscription and authorization expiry remain enforced on use.
- Existing delivery claims, retry bounds, signatures, and receipt
deduplication remain in place. No new tables or migrations.
- Host sleep-safety checks remain conservative. MCP/Dot retry deadlines
are not yet covered by Paperclip Cloud's scheduled-wake contract. This
proves worker quiet, not deployed host suspension or fleet savings.

## Model Used

OpenAI Codex (GPT-6), with reasoning, local code execution, and tool
use. The runtime does not expose a more specific model version 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>
2026-10-21 07:55:09 -05:00
DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

> - Paperclip manages AI agents and their paid work.
> - Budgets must prevent new work and stop reported overruns.
> - Cost settlement also ran serial lifecycle reconciliation for every
eligible company agent.
> - That made request latency grow with unrelated idle agents and
delayed results on stop delivery.
> - This change separates atomic admission and accounting from durable
asynchronous enforcement.
> - Scoped live usage detects overruns without writing provisional
ledger charges.
> - The result is constant query scope for ordinary settlement and
recoverable stop delivery.

## Linked Issues or Issue Description

**What happened?**

Settlement and budget checks entered company-wide lifecycle
reconciliation. A company with 1,000 unrelated idle agents performed
1,001 accounting transactions for one ordinary cost evaluation. User
requests could also wait for provider termination. Running usage
checkpoints did not enforce reported monetary exposure.

**Expected behavior**

Keep the final reservation gate authoritative. Commit charges, scope
blocks, and enforcement intent before returning. Deliver stop requests
after commit. Read only applicable policies and execution scopes for
ordinary charges. Stop long-running work when supported reported or
priced usage establishes an overrun.

**Steps to reproduce**

1. Create a disposable company with one company budget and idle agents.
2. Evaluate a charge below the budget with 0, 17, and 1,000 unrelated
idle agents.
3. Compare query counts, company accounting transactions, and duration.
4. Use the controlled partial-usage and delayed-stop fixtures to check
enforcement and request responsiveness.

**Paperclip version or commit**

The measured baseline is `6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837` from
`master`.

Related public work: Refs #16976, #2006, #3539, #13763, #14296, #16853,
#13075. These cover the affected service charge, cancellation, and
accounting paths. This change removes their shared reconciliation
overhead.

## What Changed

- Batch applicable policy exposure under the existing company accounting
lock. Preserve exact fractional money and zero-reservation dispatch
fences.
- Commit a durable final budget dispatch claim before provider I/O.
Retain a separate final issue/run ownership transaction through
synchronous handoff, without holding the company accounting lock or
awaiting provider work. Preserve native recovery lease checks and
duplicate handoff fencing. Browser handoff rechecks current policy; it
reuses a consumed rate slot only for the identical policy generation.
- Separate ledger spend, live observed spend, and effective held
capacity. Use the maximum of reservation and live observation for each
unfinished operation.
- Deliver budget cancellation through the existing coordinator.
Revalidate generations and persist queued/running stop fences before
external termination. Bound stop concurrency to four.
- Apply agent holds only to the affected agent. Project budgets leave
other projects running. Project real company transitions in bounded
lifecycle batches.
- Replace periodic broad reconciliation with durable pending work,
startup repair, receipt replay, and concrete retry/window deadlines.
Retain drain and idle-safety checks.
- Enforce accepted cumulative usage checkpoints without provisional
charges. Final accounting atomically replaces live exposure and settles
reservations.
- Add operator-gated budget spans, regression coverage, map updates, and
a real-PostgreSQL comparison harness. No schema or first-party telemetry
change.

## Verification

- Full workspace `pnpm -r typecheck` passes on the final ownership fix,
rebased onto `bbcf5dfe98`. Production `pnpm build` passes on final head
`4c5f4de8b1`. Map, module-boundary, token, and Storybook catalog checks
pass.
- Focused real-PostgreSQL coverage includes the 292-case rebased
accounting/dispatch run, 63 browser cases, 52 run-control/cancellation
cases, 42 policy-generation cases, 77 lifecycle/commentary cases, and
the exact Muse confirmation regression. Native executor unit coverage
passes all 768 cases. Final ownership coverage passes: 74
adapter/use-case cases, nine public regression cases, and the additional
deleted-project race. These exercise competing ownership, budget changes
and charges between phases, zero/nonzero duplicate claims, rollback,
recovery contention, read-only capacity rechecks, and controlled HTTP
startup after commit. Another 74 pure/startup/tracing cases pass. The
complete CI matrix and both 5/5 reviews passed on `1ac9b58`; its
external security scan identified a stale-owner handoff race. The final
fix restores synchronous issue/run ownership fencing after the
accounting transaction commits. Final head `8e84f55ce8` has fresh
Greptile 5/5 with zero new comments, Paperclip review 5/5, and a passing
security scan. The complete latest-head [CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/39535189808)
passes, including budget, browser, Runner, build, and canary jobs. The
unchanged Runner close fixture passed on its sole same-head job retry.
- Broad local `pnpm test:run` invocations were stopped before required
source updates (rebase and review fixes). They are not claimed as full
passes. Final full-suite coverage comes from the complete latest-head CI
matrix; local focused coverage and the incomplete broad invocations are
reported separately.
- Reproduce performance with `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-budget-enforcement.ts
--baseline-ref=6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837`; repeat with
`--reverse`. The harness uses disposable real PostgreSQL, 20 warm
samples per variant/count, and records raw timings, SQL/lock counts,
agent reads, unchanged agent state, and query plans. Final
production-source measurement revision:
`eff713a4f72c7f4b7a4002a701cb481d4bfccd95`; the extended harness is
committed in `4c5f4de8b1`.

| Unrelated idle agents | Baseline median / p95 | New median / p95 |
Baseline SQL / locks | New SQL / locks | New agent reads |
| --- | ---: | ---: | ---: | ---: | ---: |
| 0 | 1.80 / 2.33 ms | 2.99 / 3.88 ms | 5 / 1 | 7 / 1 | 0 |
| 17 | 15.53 / 19.55 ms | 2.24 / 2.60 ms | 90 / 18 | 7 / 1 | 0 |
| 1,000 | 978.35 / 1,790.43 ms | 2.16 / 2.52 ms | 5,005 / 1,001 | 7 / 1
| 0 |

- These measurements use local PostgreSQL 18.1 and Node 26.4.0 arm64.
They isolate the cost-evaluation core and complete admission path,
without hosted-region or provider latency. Prior-revision reversed-order
controls also preserved the constant query counts; the final
measurements above use the final production source.
- Complete reserve → final ownership gate → immediate offline provider
result is measured separately, with one responsible agent and one active
operation at each unrelated-agent count. Admission p95 baseline/new: 0
agents **11.54 / 29.77 ms**; 17 agents **9.31 / 27.62 ms**; 1,000 agents
**24.51 / 74.05 ms**. Baseline admission was already scoped; the
stronger final fence adds bounded overhead. New counts stay constant at
53 Drizzle statements, three transactions, two company-accounting locks,
and five agent-reading statements bound to the responsible agent. Zero
unrelated-agent reads, exactly one provider callback per sample, and no
leftover runs or holds. All admission scenarios stay below 250 ms. No
external provider calls are included.
- The partial-usage/delayed-termination fixture passed 20/20: receipt
persistence p95 13 ms, receipt return to observed durable Stop fence p95
28 ms, complete receipt-start-to-fence p95 50 ms, unrelated database
request p95 1 ms while termination was blocked. After releasing the
controlled termination fixture, acknowledgement p95 was 14 ms. These are
separately measured phases; fixture acknowledgement is not live-provider
termination latency.
- Models and provider deadlines are unchanged. No deployment, live
inference, or staging acceptance is claimed. A quiet 30-minute follow-up
waits for the merged revision on staging, then repeats classifier and
controlled budget-stop acceptance in staging, recording hosted
bookkeeping, queue delay, and actual provider acknowledgement
separately.
- Development failures retained: finalizer notification regressions
(fixed; 27/27 affected cases passed), invalid browser admission fixture
assumptions (fixed; browser coverage now passes 63/63), and first-head
lifecycle/dispatch CI regressions (reproduced and repaired). A
prior-head Cases E2E test hit its unchanged announcement-dismiss handler
race while opening a filter; the same journey passed on `1ac9b58`. The
external security review then found a stale-owner race between
accounting commit and provider entry; final verification covers a
competing run in that gap while retaining provider I/O outside the
accounting lock. Early PostgreSQL startup attempts hit local semaphore
pressure; serial reruns succeeded. The final-head Runner lane had one
failure among 1,823 tests: the unchanged `timeout-attachment` fixture
failed at its first process close after 6.28 seconds. The sole same-head
job retry passed all 1,819 active tests (four skipped), including that
fixture in 1.85 seconds. Three isolated local probes could not run
correctly because the Rust fake-provider fixture binary was absent;
cleanup masked the original startup failure. CI builds that fixture
through its normal lane. These probes are inconclusive and are not
counted as passes.

## Risks

- This changes accounting, lifecycle, and cancellation ordering. Durable
generations, source/sequence checks, ownership leases, and company
locking remain required for correctness.
- Provider stop acknowledgement can be slow or fail. Stop intent remains
pending until existing termination proof succeeds; cancelled row status
alone does not acknowledge delivery.
- Mid-run limits depend on provider usage reports or supported price
calculations. Providers that report only at completion cannot provide
exact mid-call detection.
- Signals are process-local wake hints for the supported
single-active-writer model. Durable state and startup recovery remain
authoritative.
- There are no migrations, new queue tables, or cached balances. Repeat
the classifier and controlled budget-stop acceptance after normal
rollout.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution,
and parallel coding agents. The host does not expose the exact backend
model revision or context-window size, so those values are not asserted.

## 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>
2026-10-21 07:23:00 -05:00
DottaandPaperclip 15176963b1 fix: stop idle skill-source polling (#17008)
## Thinking Path

> - Paperclip manages agent work and the skills that agents use.
> - Project repositories create durable import jobs, and installed
sources can refresh automatically.
> - The server queried these records every five seconds, even when no
work existed.
> - Idle tenant databases need to stop receiving those discovery
queries.
> - This change uses the existing transaction notifications and delivery
coordinator.
> - Saved refresh, retry, and lease deadlines determine when the worker
runs next.
> - Cloud does not yet wake these deadlines, so outstanding skill work
retains the instance.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Skill-source background synchronization. This continues the idle-work
migrations in #15625 and #17000. A search found no overlapping open
polling-removal PR.

**Current behavior**
On master `b11010b0d4`, startup installs a five-second skill-source
interval and also calls it from the external-object scheduler. Each
sweep queries active companies, import capacity, pending imports, and
automatic refreshes.

**Proposed behavior**
Run at startup, after a relevant transaction settles, or at a saved
deadline. Stay SQL-quiet when no eligible work remains. Preserve import
admission, authorization, atomic claims, retry backoff, and the existing
five-minute upstream check.

**Reason and benefit**
Remove recurring database activity from inactive tenant instances
without requiring new tables or a new scheduler.

## What Changed

- Replace both recurring skill-sync calls with one delivery-coordinator
registration.
- Notify from attachment/detachment, source creation/settings/manual
refresh/disconnection, project/company deletion, and company status
changes, including budget resume.
- Restore the earliest eligible `nextSyncAt` or lease-expiry deadline.
Due backlogs and conflicts retry after five seconds; no idle recovery
cadence remains.
- Admit deferred imports again after a batch frees capacity. Preserve
requests through drain, standby, restart, and commits during a sweep.
- Add sleep-safety predicates for imports and eligible automatic sources
until Cloud supports these deadlines.
- Document the lifecycle and process-local writer contract. No schema or
API changes.
- Guard external test database URLs before migrations or cleanup:
require a `_test` database name and reject database/options overrides.

## Verification

- 147 targeted tests pass: 39 server-startup tests, 14 new
real-PostgreSQL lifecycle tests, 20 shared coordinator/scheduler tests,
63 existing import/refresh/retry regression tests, and 11 test-database
guard cases.
- CI exposed a stale startup mock without the new `start` method. The
fixture is updated and all 39 startup tests pass locally.
- Tests exercise real enqueue/settings/company-reactivation producers,
nested commit, rollback, saved retry/lease restart, manual refresh
failure, capacity admission, concurrent commit, shutdown cancellation,
and SQL quiet after startup or pause.
- Sleep-safety tests reject sleep for future imports and automatic
refreshes, and accept inactive retained state.
- `pnpm -r typecheck` and `pnpm build` pass.
- `pnpm test:run` was attempted and stopped after repeated
embedded-PostgreSQL startup failures in unrelated suites. The two
existing import/refresh suites initially skipped for the same host
limitation; after adding explicit disposable-database options, all 63
regression tests passed against PostgreSQL 17. Full CI passed on
`ddb3ee51369baa8c7153bae9fd88efb8b903f2bc`: 55 successful checks, one
neutral review check, and two intentional skips.

## Risks

- Notifications are process-local. Independent SQL writers and separate
live replicas do not wake this worker; startup reconstructs persisted
work.
- Enabled automatic sources still contact GitHub every five minutes.
Their upstream changes have no event ingress here.
- Cloud scheduled wakes currently cover routines and issue monitors, not
skill sync. This change retains instances with outstanding skill
obligations. It does not claim measured host/database suspension or
fleet savings.
- No change to source authorization, installed content on failure, or
existing claim semantics.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The host does not expose an exact model revision or
context-window size to 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>
2026-10-20 16:21:42 -05:00
DottaandPaperclip b11010b0d4 Simplify failure banners and show only the latest error (#16982)
Remove dashed failure dividers and show only the latest adjacent run or recovery error. Preserve permitted retries, pending state and unrelated notice boundaries. Add production-component Storybook examples and browser regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 14:29:39 -05:00
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 1f3695ac67 fix: expire native session failover backups after their issues close (#16866)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native agent sessions that run in a remote sandbox keep a host-side
failover copy of the sandbox's harness state, so a replacement sandbox
can resume the conversation
> - Each session keeps that copy forever, and one copy can reach several
gigabytes
> - On a busy instance these copies fill the volume, and no existing
cleanup touches them
> - Once a session's work is closed, its copy matters only if someone
reopens that work later
> - This pull request expires the copy after the session's issues have
been closed for a configurable window, and makes a reopened issue start
a fresh session
> - The benefit is bounded disk use without breaking active,
recoverable, or leased sessions

## Linked Issues or Issue Description

Bug report described in-PR (bug report template).

**What happened?**
After every remote turn, `checkpointRemoteRunner` writes the sandbox's
runner state and provider session home (for example `codex-home`) to
`durable-sessions/<scope>/failover-backups/current`. Only the same
session's next checkpoint replaces it. No code path deletes a session's
copy when the session ends, its issue closes, or its agent goes away, so
the instance volume fills. On one instance:
- 246 sessions held 17 GB of copies, 84 of them older than a week;
- 24 new sessions added 5 GB in a single day, one copy alone 3.2 GB.

**Expected behavior**
Disk used by failover copies stays bounded. A copy is kept while its
session can still resume (open issue, live run, pending recovery, or
live lease), and expires once the session's issues have been closed for
a while. A reopened issue then starts a fresh native session, instead of
failing with `runner_harness_backup_unavailable` on a replacement
sandbox.

**Steps to reproduce**
1. Run agents with a native runtime in a remote sandbox environment.
2. Let them complete many issues.
3. Watch
`<instance>/runtime/paperclip-runner/durable-sessions/*/failover-backups/current`
grow without bound after the issues close.

**Paperclip version or commit:** `master` at 9179d8dcc3.
**Deployment mode:** server with remote sandbox environments.
**Agent adapter(s) involved:** not adapter-specific (core bug); observed
with Codex sessions.

**Breaking changes**
- Reopening an issue that has been closed for longer than the window
(default 7 days) starts a fresh agent session instead of resuming the
old conversation.
- Disable with
`PAPERCLIP_NATIVE_HARNESS_BACKUP_EXPIRATION_ENABLED=false`, or lengthen
the window with `PAPERCLIP_NATIVE_HARNESS_BACKUP_EXPIRATION_DAYS`.

## What Changed

-
**`server/src/services/native-runtime/native-harness-backup-expiration.ts`
(new):** the sweep. It checks at most 200 sessions and expires at most
50 per batch, continuing from a cursor. A copy expires only when all of
these hold:
- every issue the session ran on is `done` or `cancelled`, closed before
the window;
  - the copy was written before the window;
  - no run of the session is queued, running, or unfinished;
- every native run finalization of the session is settled (`committed`
or `terminal_failure`), with no recovery state or lease owner;
- no `active`, `released`, `retained`, or `pending_cleanup` environment
lease references the copy (by backup stamp, session run, or recorded
lease);
- the session is not executing, initializing, warm, or closing in this
process, and its directory has no pending cleanup activation.
- **One transaction:** the database checks share-lock the issues and
delete the agent task session that points at the session, so a reopened
issue cannot resume the expired session.
- **Atomic, non-blocking removal:** the copy is renamed to
`failover-backups/.retiring-<UUID>`, and a final check looks for a run
of the session. If one appeared, or the check throws, the rename is
undone. Only a confirmed copy becomes `.expired-<UUID>` and is deleted
with asynchronous file operations, so a multi-gigabyte removal does not
block the event loop. A later sweep restores an unconfirmed
`.retiring-*` copy when `current` is missing, drops it when a newer
`current` exists, and finishes an interrupted deletion. The rest of the
session directory is kept.
- **`native-session-executor.ts`:** exports
`nativeSessionScopeDigestIsBusy`, which checks the in-process executing,
initializing, warm, and closing session maps.
- **`native-harness-backup-stamp.ts`:** exports the state base path the
sweep scans.
- **`config.ts` and `index.ts`:** three environment controls
(`_ENABLED`, `_DRY_RUN`, `_DAYS`) and the scheduled sweep. It starts two
minutes after boot, honors shutdown, standby, and idle drain, and logs
candidates, reclaimed bytes, cleared task sessions, and skip reasons.
- **Docs:** `doc/recoverable-disk-cleanup.md` describes the sweep;
`doc/DEVELOPING.md` lists the variables.
- No code comments were added.

## Verification

- `pnpm exec vitest run
src/__tests__/native-harness-backup-expiration.test.ts
src/__tests__/native-harness-backup-expiration-config.test.ts` (in
`server/`): 30 passed, 24 of them against embedded Postgres plus 6
config tests. Cases:
- expiry for done and cancelled issues, including clearing the task
session;
- each keep condition: open issue, recently closed, live run, pending
finalization, recovery in progress, live lease, recent copy, cleanup
activation, in-process session;
  - settled finalizations and expired leases do not block;
  - dry run changes nothing;
  - bounded batches continue across ticks;
- an interrupted deletion is finished, and an unconfirmed retiring copy
is restored or dropped;
  - the configured clock controls the closed window.
- **Mutation checks:** treating `in_progress` as closed, ignoring live
leases, ignoring the configured clock, or not restoring a retiring copy
each fail the corresponding tests.
- `pnpm exec vitest run native-harness-backup config` (in `server/`): 19
files, 293 tests passed.
- `pnpm run typecheck` (in `server/`): pass.
- **Real server:** after building and bundling,
`scripts/server-boot-smoke.sh node server/dist-runtime/index.mjs`
reached healthy.
- **Manual equivalent on a live instance:** applying these checks by
hand (with a 3-day window) to 242 copies freed 7.1 GB. Most of the
remainder belonged to open issues or live leases.

## Risks

- **Reopen after the window:** the agent starts a fresh session and
loses the old conversation's provider history. Issue comments,
documents, and work products are unaffected.
- **Race with a wake:** the checks share-lock the issues, so a reopen
waits for the transaction. A run created for the session between commit
and rename is caught by the post-rename check, which restores the copy.
Such a run would find no task session and start fresh.
- **Missing owner run:** if the owning run row is gone (for example,
after an agent was deleted), the copy is kept, because the sweep cannot
prove the session is closed.
- **Untouched:** quarantined session roots and `continuity-breaks`
archives are not touched by this change.
- **Rollback:** set
`PAPERCLIP_NATIVE_HARNESS_BACKUP_EXPIRATION_ENABLED=false`, or revert.
Expired copies cannot be restored.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, local builds, tests and boots,
read-only measurements on a live instance).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 07:57:43 -07:00
DottaandPaperclip 813e808af4 Remove filesystem history authorization from workspace preparation (#16963)
Remove physical-root source/reader authorization and sticky directory classifications from workspace preparation. Preserve current task/run authority, app-record privacy, credential authorization, containment, and lifecycle/publication integrity.

Validate replacement selections against persisted new inputs and refresh verified checkout ownership so bounded reuse survives earlier workspace relocation. Add real PostgreSQL/Git regressions, a reproducible history-scaling benchmark, and documentation.

Full CI passed all 48 jobs and Greptile scored 5/5 at 3d5da6c259. Five preparation-guard medians improved from 20,512.99 ms to 52.22 ms on the 8,500-workspace fixture; these are not end-to-end startup timings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 09:19:59 -05:00
DottaandPaperclip 4970d5ed3d fix(skills): unblock agent attachment and preserve Latest selections (#16899)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators attach company skills to agents from the skill library.
> - Attachment first reads the agent's skill snapshot to preserve other
assignments.
> - That read materialized and validated repository files for the entire
library, even in read-only mode.
> - The response also treated resolved runtime versions as stored pins.
Saving could then fail with beta pins disabled.
> - This pull request makes version-cache inspection lightweight and
returns the stored assignment choices.
> - The benefit is a responsive attachment flow that preserves Latest
and explicit pins.

## Linked Issues or Issue Description

**What happened?**

Adding a repository skill to an agent could stall before the save
request. The prerequisite snapshot read projected or checked every file
in every installed repository skill. Once it returned, an existing
Latest assignment could become a version pin in the save payload. The
server then rejected that save when beta skill pins were disabled.

**Expected behavior**

Reading assignments must not prepare all repository snapshots for
execution. Adding a skill must preserve the other assignments and their
Latest or pinned choices.

**Steps to reproduce**

1. Install repository-backed skills with stored immutable versions and
cold disk caches.
2. Assign one repository skill to a Claude agent with Latest selected.
Leave beta skill pins disabled.
3. Open another skill, select Add to agent, choose the same agent, and
save.
4. Observe the expensive prerequisite read and the beta-pin rejection
after that read completes.

**Paperclip version or commit**

Reproduced from master at `ac9459bae3329395f10bc81c638a374eef152baa`.

**Deployment mode**

Observed in hosted staging. Reproduced with a disposable local instance,
embedded PostgreSQL, and the Claude local adapter on macOS arm64 with
Node 26.4.0.

Related: https://github.com/paperclipai/paperclip/pull/9995 adds a
separate read-only assignment endpoint for peer-agent access. This fix
keeps the existing configuration-gated snapshot and its permissions.

## What Changed

- Respect read-only listing for current and pinned version caches. Check
directory and entrypoint safety without projecting repository contents,
reading all support files, or updating cache access records.
- Keep complete snapshot restoration and byte validation at run
preparation. Missing caches are restored from stored data. Corrupted
files are repaired there.
- Return stored assignment version choices in both list and sync
responses. Keep runtime version details in the snapshot entries.
- Add database-backed regressions for cold and warm reads, pinned
versions, execution repair, and unsafe entrypoints. Add HTTP regressions
for save round trips and explicit pins.
- Update developer documentation and verification recipes.

## Verification

- Red: both latest and pinned read-only cache regressions failed on the
original code. The original code created caches during listing.
- Red: the HTTP save-roundtrip regression returned 400 with the beta-pin
error. The explicit-pin regression also failed.
- Green: the updated API and cache suites passed all 145 tests. The
three related company-skill service suites also passed.
- Real browser: attached a repository skill to a paused test agent with
another repository skill already set to Latest and beta pins disabled.
The success toast appeared. The skill's Agents tab retained the
assignment after reload. API reads confirmed both assignments remained
unpinned and no repository version caches were created.
- Local synthetic fixture: six skills share a 606-file repository
snapshot. A cold HTTP skill-list request completed in 241 ms. This is
local evidence, not a staging latency measurement.
- Real service comparison on that fixture: the baseline cold list wrote
3,648 version/cache files. A warm baseline list read 3,642 version files
and wrote six access records (457 ms). The fixed warm list read and
wrote zero version/cache files (61 ms). Both services returned the same
16 library entries.
- `pnpm -r typecheck` passed. The final API edit also passed the server
typecheck.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- The broad `pnpm test:run` invocation reported six failures in the
untouched `tool-gateway-service.test.ts` suite. An isolated rerun passed
all 59 tests. The broad run was stopped after recording those failures,
so it is not a green full-local result. The PR CI matrix separately
passed those suites. Greptile completed on the current commit with 5/5,
zero comments, and no open threads.
- One CI shard was interrupted by runner shutdown, with no failed
assertion in its log. A single failed-job retry passed on the same
commit. The aggregate CI gate passed. All current-head PR checks are
complete with no failing or pending checks.
- This PR does not claim that the fix has been deployed to staging.

## Risks

- Settings reads check cache locations and entrypoints. They defer full
support-file validation to execution. Regression tests verify that
execution still repairs corrupt bytes and restores missing versions.
- The response now distinguishes stored pins from resolved runtime
versions. Explicit historical pins remain intact. Company,
configuration, connector, and beta-pin authorization gates keep their
existing behavior.
- No schema migration or dependency change.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code execution, and
browser tools. The exact runtime build 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
- [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>
2026-10-19 16:33:02 -05:00
DottaandPaperclip 7c58ea07b2 fix(issues): guard prepared task promotion by status version (#16893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Integrations can prepare a backlog task before its assigned agent
starts.
> - A person can change its status or assignment during preparation.
> - An unconditional promotion can replace that newer decision.
> - Safe promotion needs a saved revision that includes every assignment
path.
> - This pull request checks that revision under the task row lock and
derives policy cleanup from the locked row.
> - The benefit is safe initialization recovery with the existing
company, task, and run authority.

## Linked Issues or Issue Description

Prerequisite #16896 has merged. This PR now targets master and contains
only the conditional promotion API. The prerequisite fixed the confirmed
baseline first-upload browser regression.

**What happened?**

A client that saves a task's initial documents and then sends an
unconditional status update can override a concurrent status or
assignment decision. The update validator previously dropped an expected
version, so clients could not make this promotion conditional. Some
direct assignment and release paths also did not advance the revision.

**Expected behavior**

A prepared task moves from backlog to todo only if its original status
and assignment revision still matches. A stale request returns 409
before a task mutation, audit publication, or wake. Policy cleanup
preserves unrelated saved settings.

**Steps to reproduce**

1. Create a backlog task and save its statusVersion before preparing it.
2. Release its assignment, or change an assignee and then restore that
assignee.
3. Send `{ "status": "todo", "expectedStatusVersion": <original
revision> }` to its PATCH endpoint.
4. The stale promotion must return 409. A matching revision on an
unchanged backlog task must succeed.

Duplicate and related PR searches found no existing prepared-task
promotion fix.

## What Changed

- Accept an optional nonnegative expectedStatusVersion for exactly a
status-only backlog-to-todo promotion. Reject extra public fields before
parsing can discard them.
- Check the current revision and backlog state under the issue row lock.
Reject stale requests before checkout adoption or execution-control
effects.
- Add SQL migration 0358 to advance the revision for both assignee
fields at the database boundary. Release, administrative release, direct
writes, and assignment round trips now invalidate an old version.
- Derive guarded policy cleanup from the locked row. Preserve review
limits and protected authorization when removing a monitor. Reject
derived ownership changes or review decisions.
- Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and
policy regression coverage. Update the response type, OpenAPI, developer
docs, and access map.

## Verification

- Red before the initial fix: stale requests returned 200 instead of
409, validation removed the expected version, and a stale active task
could adopt a checkout.
- Review found two further defects. Four new release/direct-assignment
tests showed unchanged revisions. The real HTTP/service test returned
422 for a valid two-field promotion after monitor cleanup. Helper tests
also proved that cleanup lost valid review limits and protected
authorization. All now pass after focused repairs.
- Green: 124 route and policy tests, including 7 real Express/PostgreSQL
cases, 37 existing route tests, and 80 policy/helper tests. The real
row-lock race preserves a policy edit committed while promotion waits.
- Green: all 23 database client tests, plus 9 focused assignment and
replay checks. Historical migration 0227 receipt recovery cannot remove
the new assignment trigger. Reapplying migration 0358 leaves existing
rows unchanged and installs one trigger. Combined status/assignment
writes increment once; unchanged assignees do not increment.
- Earlier verification passed all 218 schema/route/service cases and the
generated OpenAPI capability test. Rebased focused regressions passed
all 27 selected cases. Final server TypeScript passed after all repairs;
shared TypeScript passed. Migration safety/numbering, five-snapshot
retention, map validation, and diff checks pass.
- The baseline browser attachment case failed twice on the earlier head.
Separate #16896 proved the lost-composer cause, passed 335 component
tests and the real first-upload journey, and has green CI with a 5/5
review. No assertion or timeout was weakened.
- Some early local checks were blocked by missing or stale sibling
dependency artifacts. This worktree now has its own frozen offline
install and standard SDK prerequisites. The failures and successful
reruns remain in the task evidence.
- Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5`
passed all CI (55 successful checks and one neutral), Greptile 5/5, and
a secondary source review at 5/5 with no unresolved findings. The
secondary reviewer did not execute project tests, inspect CI, or
exercise a live agent journey. Earlier incomplete and must-fix
assessments remain visible; both established findings are repaired
above.
- After #16896 merged, all five CAS commits were rebased onto master
`87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was
regenerated because master added another 0357. Range comparison shows no
other change to the CAS patches; inherited UI commits are absent. The
original head is preserved locally.
- Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124
route/policy tests, 9 selected assignment/promotion tests, and all 24
database client/snapshot-drift tests. Database build, migration checks,
generated snapshot linkage, five-snapshot retention (0354–0358), maps,
and diff checks pass. Fresh-head CI and review are pending. No
deployment or live agent journey was performed for this API.

## Risks

- The guard supports prepared backlog promotion only. Other statuses or
mixed public mutation fields return 422. A stale revision or non-backlog
row returns 409.
- Preserve the original version from a server that already advertises
this guard before initialization. Older versions did not track every
assignment path. Reconcile older or uncertain initialization instead of
fetching a new revision and blindly retrying.
- Migration 0358 is SQL-only and idempotent. It adds no table, column,
or task backfill. Its separate trigger survives historical
status-migration replay.
- Existing authorization and unguarded updates remain in place. Guarded
promotion does not provide a general lifecycle or review-stage control
API.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and context
window are not exposed by this session. Used tool calls, code execution,
and test-first regression verification.

## 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>
2026-10-19 16:27:11 -05:00