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Author SHA1 Message Date
DottaandPaperclip 8049fbf51d fix(server): schedule voice call reports from saved deadlines (#17586)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Voice calls retain reports and project guest transcripts into intake
tasks.
> - Chat maintenance repeatedly scans recent calls even when no report
is due.
> - Empty scans keep the tenant database active.
> - Existing session and report rows already contain the work and its
deadlines.
> - This pull request moves report refresh to the shared coordinator and
removes the final voice maintenance lane.
> - Idle voice configuration and old call history no longer cause report
scans.

## Linked Issues or Issue Description

Refs #17583, #17580, #17578, #17576. This is slice 25 of the
recurring-server sleep stack. It now follows merged #17583 and targets
master.

**What existing behavior does this improve?**

Voice call-report refresh and guest transcript projection.

**Current behavior**

The chat interval scans terminal calls for reports. It repeats the scan
even when there are no eligible calls or all saved deadlines are in the
future.

**Proposed behavior**

Committed session transitions and signed callbacks wake a scoped worker.
Startup reconstructs existing rows. Later refreshes use saved deadlines.
The worker becomes quiet after all eligible windows expire.

**Reason and benefit**

Stop empty database scans without losing late transcript and billing
updates. Keep the existing 24-hour refresh policy, provider response
ordering, and guest-task trust restrictions.

## What Changed

- Add a voice-owned report worker using the existing scoped deadline
helper. No queue table or field is added; the existing session table
receives a report-window index.
- Save each attempt and its retry before provider I/O. Compare that
ownership on settlement so an older response cannot overwrite a later
callback or claim.
- Preserve available reports when a response is incomplete or stale.
Preserve their finite refresh window.
- Route voice-change and reply call-ended writes through
transaction-aware report signals.
- Preserve guest transcript locks and use the observed document revision
when updating an existing transcript.
- Register the worker in app startup. Remove voice reconciliation from
the chat interval. Keep explicit one-shot diagnostics.
- Document producer scope, lifecycle behavior, tests, and external wake
limits.

## Verification

Published head: `758cfe15c3e6283d38ba512c8416ccce4d200862`. The
follow-up after `c28de398` changes only two documentation files; the
verified production, migration and test source is unchanged. It normally
merges landed retention/master
`980775e0e956eecdc28c73c9b4aca0407ad45e1a`. The 20 owned paths remain
the complete slice, including officially regenerated migration 0397, its
snapshot and required pruning of snapshot 0392. The non-database
reviewed patch was preserved during ancestry integration; the only
subsequent source edit makes one existing report test’s provider
responses call-specific. All production report behavior and unrelated
master changes are preserved. No shared worker, workflow or lockfile
change belongs to reports. All 58 current-head checks are now clean,
including the previously failing approval shard; exact-head Greptile is
5/5 with no new actionable issues. Ponytail’s current turn stopped
without a verdict, an authorized nonblocking state. The prior
conditional documentation requirement was fixed; old CI failures remain
recorded below.

- **Prior-head evidence at `9bf20467df`: 303 distinct targeted cases
passed**, not rerun wholesale for this integration: all 132 voice
integration cases; 170 cases across 11 complete report, retention,
cleanup, recovery, company-removal, shared-worker and startup/hostname
suites; and one complete snapshot/schema drift case. This includes 15
report, 13 retention and 14 cleanup lifecycle cases. Voice integration
and the four other database owners use separate initially empty
databases and migrate themselves. Report cases use their dedicated
database after the setup repair.
- Five real connection saves over 205 sessions with saved future report
deadlines selected 1,025 session rows before the notification repair.
They now select zero and preserve the original deadline. The report
notification helper accepts only exact session scopes. Configuration,
authority and connection hints retain their existing live
recovery/reply/cleanup behavior but do not rebuild report history. Real
session terminal writes, callback hints, report claims and receipts
still reactivate reports.
- Database/server typechecks and builds, migration numbering/safety, and
module-boundary checks pass. Final server types/build also pass after
integrating the retention review repairs. The parent 205-admission,
five-configuration-save test still observes zero retained-history rows
and preserves its deadline.
- The old eager reader selected all 105 saved-report headers before
yielding and failed the 100-row budget. Registered reconstruction now
uses the existing paged contract and yields at 100 rows per scope
refresh. A partial scan can restart on the same owner and reconstruct
every saved deadline. At due time all 105 report IDs are fetched exactly
once. Future deadlines remain quiet between actual retries.
- The company-fairness case places a small company deterministically on
page two and requires it in the next 25-work batch after discovery, with
all 105 reports processed before the failed provider's retry. Guarded
mutations catch a missing cursor reset and bypassed company rotation.
Original source was restored before final acceptance.
- At prior head `9bf20467df`, migration 0396 was generated with `pnpm
db:generate` on the parent 0395 lineage. It creates the partial
`(ended_at, id)` report-window index concurrently and replayably through
the existing migration runner. All 394 historical SQL files and the
journal prefix are unchanged; snapshots 0392 through 0396 remain. Fresh
application migration and two replay invocations succeed with a valid
index. The real plan case retains 20,001 old sessions, 205 recent
sessions, precision-safe keysets, and fewer than 1,000 rows removed by
filtering on each page.
- Existing real hangup/callback/reply-error producers, callback
ownership fencing, monotonic report results, saved retry before provider
contact, guest transcript projection after a document lock, transaction
rollback/nesting, drain and shutdown remain covered. No table, field or
provider protocol is added. Available reports retain the existing finite
24-hour refresh policy.
- [Current-parent acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/9bf20467dfd50b81848e1c8dd7ddc905d206418f/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#current-parent-reconstruction-and-migration-acceptance-october-28)
records the failed fresh fixture, eager read, fairness-clock attempts,
guards, commands, counts and limits. Older 174/138-case and
workspace-wide results belong to their stated heads. No new complete
local repository suite, live provider, Cloud wake, host/database
suspension or savings claim is made.
- [Report configuration-scope
repair](https://github.com/paperclipai/paperclip/blob/9bf20467dfd50b81848e1c8dd7ddc905d206418f/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#configuration-scope-review-repair-october-28)
records the current 303 cases and measured rescan repair. The prior
`80207ba6bb` head had Ponytail 5/5; that review is stale after this
change. Fresh exact-head Greptile 5/5 and all CI remain required. Actual
failing Ponytail findings must be fixed; a stopped or paused turn
without a verdict is an authorized nonblocker. Active no-verdict review
waits are capped at 30 minutes from the original request/start
(25-minute monitor cutoff). Older scores and parent checks are not
inferred as current passes.

- **Current-master verification: 185 distinct cases pass**: final
complete voice integration 132, complete report/cleanup/retention
15+24+13, and snapshot/schema drift 1. Each database owner used its own
empty fixture database. The first combined run had 183 passing cases and
one report-test failure; it is preserved in the audit. A deliberately
earlier-ended competing call reproduces the old one-shot mock consuming
the intended response. The corrected test selects responses by provider
session ID, verifies independent costs for both calls, then rejects
stale target data. The isolated repair and full 132-case suite pass;
production behavior and timeouts are unchanged. These 185 cases are not
added to the older 303 count.
- **Current migration lineage:** official `pnpm db:generate` after
actual master creates `0397_known_madrox.sql`; the reviewed
concurrent/idempotent report-index SQL is retained byte-for-byte. All
395 existing SQL files and journal entries are unchanged; snapshots
0393–0397 remain and the new snapshot links parent 0396. The application
migrator boots a fresh database, repairs a deliberately invalid index
during two concurrent replay invocations, records one history row, and
replays again successfully. Database build, server build/typecheck,
migration checks and module boundaries pass. [Full current-master
acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/c28de398fef074f650eff532952ab6f5563739a8/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#landed-master-migration-and-acceptance-october-28).

- **Review follow-up and preserved CI timeout:** Ponytail’s prior
`c28de398` review was 4/5 advisory, with no must-fix production defect
and a request to fix the stale design-doc migration reference before
shipping. That document now names migration 0397 and links current
185-case acceptance; older 302/303-case evidence is explicitly
historical. The optional suggestions about one-shot diagnostic inventory
cost and inherited test-clock helpers remain disclosed. CI run
`40703490340` failed the unchanged approval-queue backoff test on its
existing 15-second timeout and then an activity-log FK in teardown
(2,097 pass/one fail/one skip in that shard). The complete unchanged
28-case approval suite passes on a new isolated database; the exact CI
timing cause remains unproven. No timeout, workflow or production logic
was changed, and no old-head rerun or failure waiver is claimed. This
documentation head requires fresh CI and exact-head Greptile. [Review
and timeout
ledger](https://github.com/paperclipai/paperclip/blob/758cfe15c3e6283d38ba512c8416ccce4d200862/doc/plans/2026-10-25-voice-call-report-sleep-audit.md#review-documentation-and-preserved-remote-timeout-october-28).

## Risks

- Process-local commit signals do not observe independent SQL writers or
another server process.
- Available reports still refresh for 24 hours. The provider's complete
flag does not promise immutable final data.
- Transcript projection retries remain within the existing report
window. This change does not add indefinite projection repair.
- One-shot diagnostic `reconcile(limit)` inventories the eligible window
before slicing; it remains a manual diagnostic cost, not recurring idle
work. Some inherited test helpers advance fake time during assertion
retries, an optional reliability follow-up noted by review.
- A local deadline cannot wake a stopped host. Cloud alarms and sleep
eligibility remain unchanged. No deployed sleep or cost saving is
claimed.
- This PR depends on the preceding stack. Final master reconciliation
and remote review gates remain required.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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 09:41:15 -05:00
DottaandPaperclip 980775e0e9 fix(server): schedule inbound voice history retention by deadline (#17583)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Incoming voice calls leave history after provider cleanup is
confirmed.
> - The chat maintenance tick repeatedly deletes old admission history.
> - Each eligible row already contains the dates needed for its
retention deadline.
> - This pull request schedules that deadline and wakes on committed
changes.
> - Idle retention stops querying while the existing seven-day policy
remains enforced.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Inbound voice history retention. This PR follows merged #17580, which
owns physical call cleanup, and now targets master. Call reports remain
a separate migration.

**Current behavior**

Voice maintenance scans admission history repeatedly. It deletes
confirmed, terminal, unbound admissions when both expiry and last update
are at least seven days old.

**Proposed behavior**

Load existing retention deadlines at startup. Wake from the existing
admission transaction notifications. Delete at the later timestamp plus
seven days. Lock and recheck current eligibility before deletion.

**Reason and benefit**

Configured idle endpoints and future history do not cause recurring
retention SQL. Failed deletion retains a retry. Restart reconstructs the
same saved deadlines.

## What Changed

- Add a voice-owned retention worker using the existing scoped deadline
helper and coordinator. Yield after 100 history rows per scope refresh
and reset reconstruction on registration. Keep complete one-shot
inventory reads. No table, field, or migration is added.
- Extend `notifyVoiceInbound` to notify retention before the same
committed writes that already notify cleanup. Callers need no new
recovery wrapper.
- Preserve confirmation, terminal-state, session, task, and seven-day
eligibility conditions. Round PostgreSQL submillisecond deadlines up.
- Lock and recheck the current row before deletion. New bindings or
moved dates invalidate stale candidates.
- Remove history pruning from recurring voice maintenance. Keep the
explicit one-shot diagnostic path. Leave call reports for their own
slice.
- Document producer ownership, retry/drain behavior, tests, and external
wake limitations.

## Verification

Published head: `53f2fafcb64d104887eb4455c292b48e6dd10253`. It includes
the normal merge of actual landed master
`71b448b9cb841e6fa18fe883585430c5081245da` after cleanup #17580. That
ancestry integration at `768c650365` preserved the complete binary diff
of all 13 reviewed retention paths. This follow-up changes only the
existing cleanup fairness test and its failure ledger, bringing the
final scope to 14 paths; all production source is unchanged from that
integration. All unrelated master changes, cleanup repair, migration
`0396_tan_paladin.sql`, and gateway clock repair are preserved. Database
files, shared worker, workflows and lockfile match actual master. The
earlier 282-case/type/build evidence below belongs to unchanged
retention source at its stated head; current repair acceptance is 37
distinct complete cleanup and retention lifecycle cases. All 58
current-head checks are now clean, including the Canary Dry Run;
Greptile is exact-head 5/5 with no new actionable issues. The current
Ponytail turn stopped without a verdict, which is an authorized
nonblocking state. The earlier failing CI remains preserved below.

- **282 distinct targeted cases pass**: all 127 voice integration cases
and all 155 cases in ten complete retention, cleanup, recovery,
company-removal, shared-worker, startup and hostname suites. These
include 13 retention and 14 cleanup lifecycle cases. Voice integration,
parent recovery and company removal start on separate empty databases
and migrate themselves. Retention uses its dedicated database after the
setup repair; cleanup uses its already-migrated dedicated database.
- Ponytail's prior exact-head 4/5 review found configuration-driven
history rescans. Five real connection saves selected 1,025 rows over 205
future admissions before repair. Retention now receives only admission
hints and startup reconstruction; the same saves select zero admission
rows and retain the original deadline. Cleanup still receives its full
configuration and authority scopes. Restrictive binding foreign keys
prevent implicit unbinding outside the admission-write boundary.
- Successful deletion now returns its confirmed result without reloading
the deleted row. A real SQL-count case and a guarded negative probe
cover that path. Changed or not-yet-due history still reloads current
eligibility and its deadline.
- Server typecheck, build and module-boundary checks pass. No schema,
driver, shared scheduler contract or provider protocol changes are added
by this slice.
- A real 105-row future-history case failed before the reader repair
because startup selected 105 rows rather than yielding at 100. The
existing paged shared-worker contract now bounds each scope refresh. The
same-owner restart case reconstructs every deadline and deletes all 105
eligible rows at the original deadline. It verifies SQL quiet before
that deadline and after settlement. Removing only cursor reset fails at
five rows instead of 100 after restart; guarded source was restored
before final acceptance.
- Existing cases retain the later-of-two-timestamps seven-day policy,
submillisecond rounding, current-state confirmation and binding checks,
concurrent binding lock, rollback/outer commit, first write during
drain, failure retry and shutdown. Real signed ingress, cleanup
confirmation and maintenance-lane removal remain covered by the complete
voice suite.
- The fresh retention fixture first failed on missing schema and now
applies the application migrator. The initial parent merge duplicated a
test import and failed to parse before any voice case ran. Both failures
are retained in the audit; the corrected complete suites pass.
- Prior head `daca270a99` had a failed server (4/12) check, run
40557790710/job 122386307340. Its actual log reports a runner shutdown
and cancellation before completion. This is incomplete acceptance, not a
pass or a proven product flake. New-head CI must pass independently.
- [Current-parent acceptance and failure
ledger](https://github.com/paperclipai/paperclip/blob/68b62b6d13f28ac5f17f35b98adf5488752f9b97/doc/plans/2026-10-25-voice-inbound-retention-sleep-audit.md#current-parent-paging-and-restart-acceptance-october-28)
records the exact scope, commands, counts and preserved failures.
Earlier 218/133/134-case and full-workspace results belong to their
stated heads. No new full local repository suite, live provider, Cloud
wake, host/database suspension or savings claim is made.
- [Notification review repair and current 282-case
evidence](https://github.com/paperclipai/paperclip/blob/68b62b6d13f28ac5f17f35b98adf5488752f9b97/doc/plans/2026-10-25-voice-inbound-retention-sleep-audit.md#configuration-rescan-review-repair-october-28)
records the new source. The prior head had green CI and a 4/5 Ponytail
review; neither is accepted for this new commit. Fresh exact-head
Greptile 5/5 and all CI remain required. Completed actual failing
Ponytail findings must be repaired; a stopped or paused turn without a
verdict is not a merge blocker under the user’s authorization. An active
Ponytail review waits at most 30 minutes from its original request
(25-minute monitor cutoff).

- **Preserved current-master CI failures:** run `40697141057` failed
server shard 7/12 in cleanup’s fairness test and Canary Dry Run on an
npm `rollup-4.66.0.tgz` 404. A fixed final admission UUID reproduces the
same fairness assertion: the second company was sometimes beyond the
first 100-row page, so expecting it among the first 25 calls was
invalid. The corrected test controls time and proves service within the
next 25-call batch after discovery, all 105 successful calls before the
failed provider’s saved retry, exactly one retry at its deadline, and
idle SQL after settlement. Bypassing company rotation fails the
corrected assertion; the shared helper was restored byte-for-byte. Both
complete cleanup (24) and retention (13) suites pass after restoration.
An intermediate 23/24 run incorrectly demanded idle before
reconstruction finished; the audit preserves that failure and its
corrected pending-intent wait. No production behavior, timeouts,
dependencies or workflow gates changed. The exact npm metadata and
tarball now return 200; new-head canary CI must pass independently.
Prior Greptile/Ponytail 5/5 on `768c650365` are stale for this new head.
[Full CI repair
ledger](https://github.com/paperclipai/paperclip/blob/53f2fafcb64d104887eb4455c292b48e6dd10253/doc/plans/2026-10-25-voice-inbound-retention-sleep-audit.md#current-master-ci-repair-october-28).

## Risks

- Supported admission writers must use the existing transaction
notification boundary. Independent SQL writers and additional processes
need a separate wake contract.
- Retention never deletes unconfirmed cleanup or session/task-bound
history. Those records remain with their owners.
- The in-process deadline does not wake stopped compute. This PR does
not extend Cloud alarms or relax sleep eligibility, and does not claim
deployed host/database suspension.
- Call-report reconciliation and other chat maintenance still need
separate migrations.

## Model Used

OpenAI Codex with reasoning, shell, and code-editing tools. The exact
model version and context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 08:57:58 -05:00
DottaandPaperclip 71b448b9cb fix(server): schedule inbound voice cleanup from durable obligations (#17580)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Incoming voice calls need approval, expiry, and safe provider
cleanup.
> - The remaining voice maintenance tick scans admissions every second,
including idle endpoints.
> - Admission status does not prove that the provider call has ended.
> - Existing admission rows can retain the cleanup owner, confirmation,
and retry deadline.
> - This pull request replaces the cleanup scan with committed changes
and actual deadlines.
> - Idle cleanup stops querying while unfinished calls keep a
recoverable path to termination.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Inbound voice admission cleanup. Its reply-delivery parent #17578 has
landed; this PR targets master. Live-session recovery is in #17576. It
preserves separate ownership for those services.

**Current behavior**

The voice maintenance tick scans expired admissions even when no cleanup
is due. A session can commit before the separate approved-admission
write. Expiry can then terminate that authorized call. A rejected guest
call can be labeled ended before provider termination succeeds.
Seven-day retention can delete that unfinished cleanup.

**Proposed behavior**

Wake cleanup from committed admission and session changes. Schedule the
original expiry or saved retry. Claim current state under the admission
lock before provider I/O. Commit approval with session reservation. Keep
unconfirmed termination durable and transfer bound calls to live-session
recovery.

**Reason and benefit**

Configured idle endpoints and confirmed history cause no recurring
admission cleanup SQL or provider requests. Approval, retries, crash
recovery, and cleanup remain supported. History retention and call
reports stay separate migration items.

## What Changed

- Recover terminal and rejected legacy admissions whose session binding
was lost. Copy known termination or bind a proven matching live session
for cleanup without granting approval.
- Register inbound cleanup with the shared coordinator and scoped
deadline worker. Yield after each 100-row scope page and reset cursors
on registration. Remove only cleanup from periodic voice maintenance.
Keep complete manual reconciliation.
- Add commit-aware notifications at admission, approval, rejection,
guest binding, pending-tool expiry, lifecycle confirmation, and session
termination writes.
- Commit authorized session binding and admission approval together.
Recheck cleanup ownership under the same admission lock. Recover older
interrupted bindings only from matching session evidence.
- Add nullable cleanup confirmation, next-attempt, and provider-account
fields to the existing admission table. No new queue table is added.
Generated migration 0396 backfills only provable historical termination
in committed 1,000-row keyset batches and adds a concurrent partial
index.
- Save the retry before provider contact. An unconfirmed end receipt
retains cleanup. Bound calls remain owned by live-session recovery.
- Verify the signed provider account before using a rotated key for
unbound cleanup. A different account cannot inspect or end the saved
call. Legacy admissions require their original credential fingerprint.
- Prevent history pruning and company deletion from erasing unfinished
cleanup. Company deletion locks endpoints before the voice owner's
check, matching ingress serialization.
- Document producer coverage, ownership, deadlines, verification, and
remaining sleep limits.

## Verification

Published head: `a4e7ccf976fc5793a8914e4e4861aa080d43a4da`. The reply
parent #17578 has landed. A normal merge integrates actual master
`e7ea2e2961863171956e70fb05d3d1f3790f7909`, preserves its unrelated
changes, and regenerates this slice’s migration after landed migration
0395. Fresh exact-head reviews and CI are required.

- The previous Ponytail 3/5 finding is repaired: legacy terminal
admissions no longer enter approval-only repair, and rejected admissions
with valid matching live sessions retain their rejection and persist the
binding needed for session-scoped cleanup confirmation. Five regressions
failed with ownership conflicts before the repair. Five
conflicting-session regressions prevent an unrelated leg from being
claimed. No cleanup operation grants approval or starts a provider call.
- **24 complete cleanup lifecycle cases and 122 complete voice-store
integration cases pass** on the repair. After actual-master integration
and migration regeneration, the complete 24-case cleanup suite passes
again on a new empty PostgreSQL 17 database, and the database migration
integration test passes separately. The cleanup owner, voice-store test
and admission schema are byte-identical to that tested repair; the
cleanup fixture only changes the migration filename. Migration
numbering/safety, database build, production server typecheck and build
pass.
- Migration `0396_tan_paladin.sql` was generated with `pnpm
db:generate`. Every landed SQL migration and the complete parent journal
prefix are unchanged. Generated snapshots retain exactly 0392–0396,
pruning 0391. The reviewed cleanup SQL, concurrent idempotent index and
committed 1,000-row historical backfill are retained byte for byte under
the new generated filename, registered for top-level execution. The real
application migrator boots a fresh database, repairs an interrupted
concurrent index, serializes replays and verifies eligible-history
backfill across actual transactions.
- The preceding published head
`48d8356e73308579470c182e759eead6e83173d2` received Greptile 5/5 but
failed CI server shard 9/12: one existing connected MCP rate-limit test
expected two real-clock calls to share a fixed 60-second bucket. A
controlled window rollover reproduced its exact failure. That existing
fixture now freezes only `Date` around the same-window 429 assertion,
verifies acceptance after advancing one window, and restores the real
clock in `finally`. All 92 gateway acceptance cases pass. Production
rate limiting, timeouts and assertions are unchanged. This adds one
existing CI fixture to the slice; the original failed run remains
recorded.
- The first regression invocation skipped the suite because it used the
wrong database variable; that is not a pass. The corrected invocation
reproduced five ownership conflicts. The first fixed cleanup run passed
22 and failed two new low-level deletion test calls on a
retained-session foreign key; the regressions now check the cleanup
deletion guard at its owning boundary, with production deletion ordering
unchanged. The final full suite passes all 24.
- The first complete voice-store invocation passed 121 and timed out on
one transcript case at the unchanged 15-second limit. That case passed
in isolation on a fresh database. One subsequent complete invocation,
with builds finished, passed all 122 without source, assertion or
timeout changes. The underlying timeout cause is unproven; the original
failure remains recorded. A new PostgreSQL startup also failed from
exhausted host semaphore capacity; fresh databases on the already-owned
server were used without removing shared IPC resources.
- Prior source `b8b12199b9` passed 266 distinct cases and carried three
guarded mutation proofs; those older results are not added to this
repair’s case count. Its CI run 40641168596 failed E2E shard 3 when
legacy cancellation hit a one-second PostgreSQL lock timeout. GitHub
initially rejected a retry while the run was active, then accepted one
targeted retry after completion; attempt 2 passed on that same old head.
The lock holder and underlying cause remain unproven. The unchanged Node
policy checker’s older failure on ignored generated Copilot manifests
and passing tracked-input mirror are also retained in the audit; no
workflow, checker, vendor manifest or ignore rule was modified.
- [Current repair and failure
record](https://github.com/paperclipai/paperclip/blob/a4e7ccf976fc5793a8914e4e4861aa080d43a4da/doc/plans/2026-10-25-voice-inbound-cleanup-sleep-audit.md#legacy-terminal-admissions-missing-their-session-binding--october-28).
Current-head CI and Greptile 5/5 gate merge. A completed failing
Ponytail verdict must be fixed; missing or interrupted reviews do not
block, and active pending review waits are capped at 30 minutes under
the maintainer’s explicit instruction. No new full local repository
suite, real provider, Cloud alarm, host/database suspension or savings
claim is made.

## Risks

- The migration distinguishes admission status from physical
termination. Legacy ended guest rejections without proof remain cleanup
obligations. Missing original credentials can keep those old obligations
unresolved.
- Future writers must use the existing notification boundary.
Independent SQL writers and multiple processes need their own wake
contract.
- Pending inbound cleanup now blocks company deletion instead of
allowing cascade deletion to lose the provider obligation. Existing
voice-history deletion restrictions remain. This deliberately includes
an active anonymous inbound ring and an old call whose termination
cannot be verified. An operator must stop ingress and settle the call
before deletion; this slice adds no abandonment override and never
treats missing credentials as proof of termination. This is the retained
cleanup ownership policy, not a claim that every deletion attempt can
complete immediately.
- History retention and report processing still run in the remaining
maintenance lane. This PR does not extend Cloud wake coverage or claim
measured host/database suspension.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 08:30:15 -05:00
DottaandPaperclip e93732c3d4 fix(server): deliver voice replies from commits and saved deadlines (#17578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Phone calls receive approved answers from the existing chat
publication queue.
> - The chat maintenance timer checks for voice replies every second,
including when no reply is ready.
> - A reply can be saved before its publication commits. An early wake
alone can miss that final transition.
> - Existing session, reply, publication, and action rows already record
delivery and recovery work.
> - This pull request uses committed changes and saved deadlines to
drive phone reply delivery.
> - Empty reply queues become quiet while authorization, ordering, and
uncertain-send protection remain in place.

## Linked Issues or Issue Description

Stacked on #17576. Related delivery infrastructure: #15625. Related
voice connection work: #11418.

**What existing behavior does this improve?**

Background phone reply delivery and recovery of abandoned dispatch
intents.

**Current behavior**

Chat maintenance calls voice reply delivery every second. It also scans
old dispatch intents. Publication transport starts a direct push before
the final publication commit. The timer masks that timing gap.

**Proposed behavior**

Committed publication, reply, session, and configuration changes wake
the shared coordinator. Ready replies drain in bounded passes. Saved
rate-limit and dispatch-expiry deadlines retain recovery. An empty queue
or a permanent delivery barrier has no recurring reply scan.

**Reason and benefit**

Remove recurring SQL from idle phone reply delivery without dropping
replies, replaying uncertain sends, or adding a queue table.

**Breaking changes**

No API or schema change. Explicit manual recovery remains available.
Inbound admission cleanup, history retention, and reports remain on
their current paths for separate migrations.

## What Changed

- Extract ordered reply state and multipart policy within the voice
owner. Retain current authorization and atomic dispatch claims.
- Register a scoped reply worker with startup reconstruction, fair work
batches, failure backoff, drain/resume handling and shutdown ownership.
- Extend the existing shared dispatcher with normalized partial-page
results to preserve the bounded parent recovery contract. Existing
complete-array consumers retain their calls.
- Signal before relevant writes in their existing transactions. Both
normal publication completion and operator resolution wake the actual
conversation after commit.
- Bound reply inventory to 100 total headers per refresh. Preserve
partial scans, concurrent changes and newer denied-call restoration
obligations across reconstruction.
- Track abandoned dispatch actions independently of live calls.
Quarantine expired intents without resending them.
- Use existing active-call authorization checks to reactivate replies
that were previously denied. Healthy call inspections do not rescan
empty reply queues.
- Remove the periodic reply scan and the early direct publication push.
Keep provider requests outside database transactions.

## Verification

Published head: `1435cab10be3f95c38ab6672d2a890ae49e9d300`. Voice
recovery #17576 has landed at master
`e1ba77f06771a27114b3999004b0ca5e3c172dd4`. A normal merge reconciles
squash ancestry while preserving the complete reviewed 31-file reply
patch byte for byte and all unrelated master changes. The PR now targets
master; fresh exact-head CI and Greptile are required. The prior
449-case/typecheck/build results below cover the identical owned source,
not a new full-suite run.

- **449 distinct targeted cases pass**: 111 complete voice-store/reply;
19 complete parent recovery; and 319 complete tool-gateway,
secret-proposal, shared dispatcher/coordinator/batching/startup/hostname
cases. Production server typecheck and build pass. The policy checker
and its Node tests pass. Later edits record evidence only.
- Two real normal-publication/operator-resolution tests seed 105
unrelated calls and 105 future dispatches. Five publications selected
**1,065/1,060 inventory rows before repair**; both paths now pass the
same **125-row total budget** and deliver every answer once. This counts
selected SQL results, not physical tuple visits or host savings.
- Publication commits now signal their actual conversation. The voice
reader returns at most 100 total session/action headers per refresh,
preserves phase/cursor state and retries, and resets on worker
registration. Current-state checks and dispatch claims still own
provider effects. The 105-action case measures the page cap, restarts
the same owner during reconstruction, waits at saved future deadlines
and quarantines every abandoned action without resending.
- A real 403 fixture proves that an older broad scan cannot erase a
denied call first observed behind its cursor. Its owner callback still
emits the committed restoration wake after scan completion. The existing
actual-service authority-restoration and final-publication timing tests
remain in the full suite. They are not replaced by direct helper calls.
- Guarded removal of conversation scoping, cursor reset or the denial
revision fence fails the intended budget, 100-versus-5 restart or
missing committed-wake assertion; source is restored. An initial
shadowed fixture name and an inadequate due-action reset probe are
retained as failed attempts in the [current
audit](https://github.com/paperclipai/paperclip/blob/d2c0a7de8c3e9cac8382b1268f3f5d883a2067b3/doc/plans/2026-10-25-voice-reply-delivery-sleep-audit.md#publication-inventory-and-paging-acceptance-october-28).
- Parent recovery still passes paging, restart, behind-cursor insertion,
feature changes, actual disablement, quiet health observations, current
authority, exact-scope failure fences and wildcard-failure isolation
through the shared worker. Four existing array-based worker consumers
retain their API and pass their full suites.
- The two voice fixtures self-migrate separate empty databases. Legacy
tool-review/secrets suites use separate migrated clones. Earlier
full-local attempts remain limited by embedded PostgreSQL setup and are
not passing full-matrix claims. Older counts apply only to their stated
revisions. Fresh exact-head Greptile, Ponytail if present, security and
all CI remain merge gates. No live-provider, multi-writer,
external-wake, deployed-sleep or savings claim is made.

## Risks

- Missing a supported producer can strand work. Tests cover real
enqueue, retrieval, normal publication, and operator publication paths.
Startup reconstructs existing records.
- Signals cover the process-local database owner. Independent SQL
writers or other replicas need their own wake contract.
- Authority restoration relies on the existing live-call recovery check.
This dependency must be preserved if that owner changes later.
- A provider acceptance receipt does not prove speech. Unknown outcomes
remain blocked from automatic resend.
- This change does not extend Cloud alarms, allow sleep during live
calls, or prove deployed suspension or cost savings.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with the available 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 following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket identifier
- [x] I have run the selected 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 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>
2026-10-28 07:50:27 -05:00
DottaandPaperclip e1ba77f067 fix(server): schedule live voice recovery from session changes and deadlines (#17576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Voice calls retain durable session state and provider identities.
> - The chat maintenance timer scans live voice sessions even when no
call exists.
> - Session writes, saved expiry and active-call inspection deadlines
identify real work.
> - This pull request moves live-session recovery to the shared
coordinator.
> - Idle session recovery becomes quiet without losing exact-call
cleanup or current authorization checks.

## Linked Issues or Issue Description

Refs #17572. This PR is stacked on receiver discovery. It owns only live
voice session recovery. Reply delivery, inbound admission cleanup,
inbound history retention and call reports remain separate migration
slices.

**What happened?**
The one-second chat maintenance lane reads voice settings and scans live
sessions even when an instance has no calls or only terminal history.

**What did you expect?**
Reconstruct live calls on startup. Wake on committed session or
configuration changes. Inspect active calls and retry cleanup at actual
deadlines. Stop querying when no live obligation remains.

**Steps to reproduce**
Start an instance with no live voice sessions. Let startup settle. The
old maintenance method continues to read settings and session inventory
every chat maintenance pass.

## What Changed

- Add a voice-owned bounded deadline reader and scoped worker on the
existing coordinator. Retain concurrent writes across pages and reset
partial scans on restart. No tables or migrations are added.
- Separate generic connection health observations from configuration
changes. Existing receiver and command consumers retain their
notifications. Voice eligibility and provider operations remain in the
voice owner.
- Signal existing session transactions and configuration/feature
changes. Keep provider calls outside database transactions. Standalone
session writes use one small transaction helper.
- Preserve saved expiry, the two-minute unknown-creation grace,
active-call authorization and missed-hangup inspection, and
exact-provider cleanup. Recovery never creates a provider call.
- Retry transient authority lookup failures instead of treating them as
confirmed revocation.
- Fence expiration against a provider identity bound after discovery. A
late known call remains eligible for cleanup.
- Preserve work through rollback, drain, restart, concurrent refresh,
backoff and shutdown. Page inventory and rotate bounded batches across
companies.
- Leave the four other voice maintenance duties in the periodic lane.
- Document producer coverage and the supported writer contract in
`doc/idle-voice-session-recovery.md` and the dated audit.

## Verification

Published head: `f0b2e3cc22a18e7d08b10d4fc02aae4a19a52f30`. Receiver
#17572 has landed in master at
`dce004259394486f6361d0c0dd5a33a5272acc0a`. This normal merge reconciles
squash ancestry; the complete 22-file voice recovery patch is
byte-for-byte identical to the reviewed and tested `ad79c7e805` patch,
while all unrelated master changes are preserved. The PR now targets
master. Fresh exact-head CI and Greptile are running; interrupted
Ponytail turns are not completed verdicts under the maintainer’s
clarified merge policy, and an actual failing verdict still blocks.

- **210 distinct targeted cases pass on the current repair**: 19
complete recovery lifecycle cases and 191 complete voice-store,
coordinator, batching, startup and hostname cases. Production server
typecheck and build pass. Later edits record evidence only.
- CI `40633667141` on prior head `1b6323c164` failed the feature-change
assertion with `34050 < 25000`; its verification aggregate also failed.
The test now disables automatically advancing fake time, drives 20
controlled scheduler turns and requires all 205 calls to close before an
unrelated inspection deadline can mask a lost wake. Removing generation
replay fails with missing closures. The repair does not benchmark
database/host speed or raise the elapsed-time bound.
- A real committed exact-call regression reproduces wildcard-backoff
starvation. The worker keeps the broad retry but processes independent
exact hints and cached due calls. Each check reloads current state and
authority. Failed exact scopes remain fenced. Removing wildcard
isolation fails the intended assertion; a successful broad retry then
leaves the worker SQL-quiet. Full-row and lean queries now share the
state/scope/cursor predicate.
- Earlier acceptance on `712f3862b5` passed 725 distinct targeted cases.
Its measurements remain useful history: five real metadata writes and
one health check over 205 future calls selected 1,230 rows before the
inventory repair and zero afterward, without changing the saved
deadline. Those older test counts are not added to the current 210-case
count.
- Both external voice fixtures self-migrate; the current full
voice-store run uses a separate initially empty database. Earlier
fixture/method/observer failures, source mutations and partial edit
attempts remain in the [current
audit](https://github.com/paperclipai/paperclip/blob/ad79c7e805367fc7e2df3ea53c942ca6c7d27365/doc/plans/2026-10-25-voice-maintenance-sleep-audit.md#wildcard-failure-and-deterministic-generation-acceptance-october-28).
Source is restored after guarded mutations.
- Older CI `40632057899` failed because its trusted policy script was
absent from the checkout, while build separately received a runner
shutdown signal. E2E shards succeeded but their aggregate failed on
policy. The current checkout includes the landed policy tooling and its
checker/tests pass locally. The shutdown cause is unproven; neither old
failed run is counted as passing. Earlier full-local attempts stopped on
embedded PostgreSQL setup failures and did not pass.
- Fresh exact-head Greptile, security and all CI must pass before merge.
A completed failing Ponytail verdict blocks; an interrupted turn without
a verdict does not. No full current local repository matrix, live
provider acceptance, multi-writer support, Cloud wake, host suspension
or savings is claimed.

## Risks

- Process-local hints cover the existing active writer and shared
clients. Independent SQL writers or another replica need explicit wake
integration.
- Membership, task binding, phone preferences and other authority inputs
remain checked on the existing 30-second active-call inspection deadline
and on use. This is not an instant cleanup guarantee for every authority
mutation.
- Unknown creation retains its existing maximum-duration grace. Cleanup
failures retain retries. A provider request is never replayed merely
because its creation response is unknown.
- Genuine configuration changes retain bounded reconstruction. Metadata
writes can probe parent eligibility, while health-only observations
leave voice recovery quiet. Paging state is process-local and
reconstructs from durable rows after restart.
- Active calls, the other voice maintenance owners and connector
transports remain real obligations. This does not expand Cloud alarm
coverage, relax sleep eligibility or prove deployed suspension.
- The receiver and Discord parents have landed. Current-master
compatibility and exact-head CI and Greptile remain merge gates.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket identifier
- [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>
2026-10-28 07:38:48 -05:00
DottaandPaperclip c3a9a8e92a perf(server): scope run identity reads to operation needs (#17931)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

**Additional context**

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:31:21 -05:00
DottaandPaperclip 2cbca4ceb0 fix: retain channel tools across task continuations (#16806)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat channels give an agent tools for its assigned task.
> - Each later run must resolve the task and its accepted requester
again.
> - Some native runs store the task in a database column without the
older JSON fields.
> - Tool discovery read only the JSON fields. GitHub calls also required
a new inbound comment.
> - This pull request uses the durable task binding and accepted request
history.
> - Later runs retain their channel tools while current access checks
still apply.

## Linked Issues or Issue Description

**What happened?**

A GitHub task can find `begin_review` on its first run, then receive an
empty tool list on a later native run. If discovery is repaired alone, a
call can still fail because the later run has no new inbound comment.
Slack and voice tool access also read the older JSON task fields.

**Expected behavior**

A later run for the same task can find and call its assigned channel
tools. The current requester, task, company, agent, endpoint, and access
rules must still allow the call. Revoked access must fail.

**Steps to reproduce**

1. Start a GitHub task and accept its linked requester.
2. Confirm that the runtime can find `begin_review`.
3. Start a later native run with `nativeIssueId`, accepted parent
identity, and no JSON task ID or new wake comment.
4. Search for `begin_review` again. Before this change, the search
returns an empty list.
5. Repair discovery alone and call `read_pull_request`. Before the
request-history fix, the call fails with no active conversation
capability.

**Paperclip version or commit**

Reproduced in source tests before this patch. The branch includes master
at `fa50cab5685b9cdbb26ad9c610cc5b6c373d3ff4`.

**Additional context**

This is a core run-binding bug. The tests use PostgreSQL and synthetic
provider responses. They do not send live reviews, Slack messages, or
phone calls.

## What Changed

- Resolve run task IDs from durable columns, with legacy JSON fields as
a fallback.
- Use the same binding in the gateway, access policy, identity service,
and channel runtime preparation.
- Recover accepted channel request history across later runs. Keep
company, task, agent, and requester boundaries.
- Recover older wake sources through verified parent runs, including
after same-user board follow-ups. Clear the board message’s own legacy
wake fallback. Keep cycle checks without a fixed limit on valid task
history.
- Retain the GitHub origin after a board comment from the same accepted
user. Skip GitHub origin lookup results from other providers.
- Keep ordinary board tools available when the requester changes. Accept
legacy user comments without an author-type field. Still reject explicit
malformed task IDs.
- Prevent a later failure reply from replacing an earlier final GitHub
answer. Recheck this rule under the publication lease.
- Rotate the native tool contract to replace retained sessions with an
older tool list.
- Add continuation, publication, revocation, and boundary tests. Update
the access and feature maps.

## Verification

- Red: the later GitHub assigned-tool search returned an empty list
before the binding fix.
- Red: the later GitHub read failed with no active conversation
capability before the request-history fix.
- Green: runtime MCP discovery, GitHub read/begin/submit review, and
response publication pass for monitor and same-user board continuations.
- Green: Slack history, retained access controls, revocation, and voice
gateway continuation pass.
- Green: 35 channel, failure-publication, legacy-origin, long-history,
and provenance tests pass. Both review findings had failing tests before
their fixes.
- Green: 107 gateway, operation-credential, identity, and provenance
tests pass. These cover both first-run CI failures without changing
their tests.
- Green: 122 runtime, discovery-policy, and native-session tests pass; 2
unrelated tests are skipped.
- Map checks and whitespace checks pass.
- Updated to master in `cfcaba22628772d7fe1fb32b57ff7031c7072781`. The
sole conflict was two tests added at the same location. Both the
continuation test and the publication 403/401 test are retained.
- Current local verification: all 179 gateway, credential,
requester-identity, access-policy, runtime-context, and session-resume
tests passed. Repository typecheck and build passed. Map and whitespace
checks passed.
- The new review regression first returned no source for a same-user
board follow-up over legacy wake metadata. After the repair, all 27
provenance and channel cases passed. The combined GitHub
discovery/read/begin/submit path and revoked access are covered.
- The broader local channel run passed 176 cases and failed four
timing/setup cases: a 15-second Slack authorization timeout,
webhook-verification polling, a Slack acknowledgement deadline, and
Discord setup polling. All four passed in isolation without source,
assertion, or deadline changes. The earlier failure record is retained;
the exact load/order cause is not established. Full CI must pass on the
latest commit.
- Current head: `7b9a08dcbc7b8140b589742f136944270b0496bb`. Repository
typecheck and build pass on this commit. Greptile completed on this
exact commit with 5/5; all four review threads are resolved. The
final-head [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39278921653)
passed: 55 checks passed and 2 intentionally skipped, with no failures
or pending checks. This includes the full sharded test matrix, browser
tests, typecheck, build, and Runner verification. Results were delayed
during the [GitHub Actions
incident](https://www.githubstatus.com/incidents/8tzbpcnl75jp). An
additional unsharded local full test run has not completed; the
completed full-suite evidence is CI.
- Earlier verification: the first PR commit failed two server suites.
Those failures were fixed and verified before this update. The original
4 GiB sandbox could not complete full local typechecking or tests; the
current checkout completed typechecking and build. The full test suite
runs through the CI shards. No full local test-suite pass or live
provider delivery is claimed.

## Risks

- Request history can restore the wrong authority if its scope is too
broad. The resolver checks each accepted parent against the task,
company, agent, and requester. Tests cover invalid and cyclic history.
- The native contract change starts a new provider session for older
contracts.
- No database migration or public API schema changes are required. Each
tool call still checks live access.

## Model Used

- OpenAI Codex, GPT-6 family. The runtime does not expose the exact
deployment model ID or context-window size. The agent used reasoning,
repository tools, code edits, and local 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>
2026-10-19 11:20:39 -05:00
DottaandPaperclip 19e9facc5b perf(chat): wake delivery queues from commits and deadlines (#15802)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors store incoming messages and outgoing publications in
durable queues.
> - The app checks these queues every second, even when they are empty.
> - Empty scans keep the database active and hinder instance sleep.
> - This pull request wakes three queue workers after transactions
settle and at known retry or recovery deadlines.
> - Empty queues stop scheduling checks. Existing rows retain their
ordering, retry, and recovery rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Idle database activity from incoming chat deliveries, outgoing
publications, and Slack upload receipt recovery.

**Subsystem affected**

`server/` — chat delivery and background work scheduling.

**Current behavior**

The app's one-second chat timer scans the three queues together with
provider and action maintenance. Empty queues continue to query
PostgreSQL.

**Proposed behavior**

Register three independent workers with the existing delivery
coordinator. Producers announce work inside their database transactions.
Commit wakes the corresponding worker. Startup restores outstanding
work; persisted retries and stale claims supply the next deadline. An
empty queue has no recurring scan.

**Reason and benefit**

Remove avoidable queue reads without requiring a new table, an external
scheduler, or a persistent PostgreSQL listener.

**Breaking changes**

No schema or public API change. Work notifications are scoped to the
app's shared database owner. Direct SQL and independent database roots
do not send these notifications; startup still scans durable work.

**Additional context**

Refs #15625, #15750, and #15757 for the preceding sleep work. Related:
#15153 reduces chat query allocation while retaining polling. This PR
changes when the three queue workers run; it does not add query caching.

## What Changed

- Register independent incoming delivery, publication, and Slack receipt
workers on the shared scheduler.
- Add transaction work signals at queue writes, endpoint state changes,
and action transitions that unblock publications. Keep provider I/O
outside the added transactions.
- Restore deadlines from durable retry times, abandoned claims, and
publication lease expiry. Share publication and receipt eligibility
rules between dispatch and deadline queries. Respect incoming
conversation order and lifecycle dependencies.
- Exclude publications blocked by unresolved Slack tool sends. Wake them
when the tool receipt changes.
- Wake publication dispatch when an endpoint send finishes so free slots
refill. Preserve per-endpoint concurrency, conversation order, and
conservative handling of uncertain sends.
- Wake receipt recovery when a stale publication becomes
`delivery_unknown`, and wake queues when a provider connection recovers.
- Commit interaction publications with their callback tokens so dispatch
cannot see an incomplete card.
- Keep provider runtimes, other action outboxes, milestone and
wake-notice projection, Teams protocol maintenance, GitHub recovery, and
Slack session synchronization on their existing maintenance cadence.
This PR does not make the whole chat subsystem idle.
- Update the instance sleep inventory with this partial migration and
its remaining work.

## Verification

- All 1,225 PostgreSQL chat integration cases passed across the three
hosted chat shards. These cover retry and lease deadlines, blocked
followers, unresolved Slack sends, provider recovery, commit visibility,
and endpoint slot refill.
- 32 local app-wiring, queue-worker, and delivery-coordinator tests
passed after updating the wiring assertion for event-driven dispatch.
Fake timers cover an hour of idle time without queue scans.
- Related publication, interaction, receipt, and wake-notice tests
passed locally. The 13 interaction integration cases include atomic
rollback when callback-token storage fails.
- Local `pnpm typecheck`, `pnpm build`, and final server typecheck
passed. All hosted checks passed on the final commit, including build,
typecheck, test shards, release registry checks, and the canary dry run
(54 successful checks; two Storybook checks skipped for this backend
change).
- The last local PostgreSQL rerun was skipped because the embedded
database startup probe failed after five attempts. The hosted PostgreSQL
cases ran successfully; their skips only partition cases across shards.
- `git diff --check` passed. Greptile is 5/5 on the final commit with no
unresolved findings.

## Risks

- Every producer that makes queued work eligible must send a transaction
work signal. The tests exercise commit visibility, concurrent wakes,
worker failures, and restart recovery. Future direct SQL writers must
participate in this contract.
- The existing database work-signal layer reconciles uncertain
transaction outcomes. This PR adds no work-signal table or schema
migration.
- Provider and action maintenance still polls. Further changes are
required before an idle chat-enabled instance can sleep.
- Tests use real PostgreSQL with simulated provider responses; they do
not send messages through live provider accounts.

## 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 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
- [ ] 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>
2026-10-10 09:13:44 -05:00
DottaandPaperclip 3ec7309d91 feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. Speko stays
experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.

## Verification

- Master 3389bea708 is integrated. Database/shared builds, server
typecheck, migration upgrade/replay checks, and 46
communication-guidance/provider/protocol tests passed.
- The final persistence suite passed 85 real-database tests. Five
focused native continuation/authorization regressions passed. Five
callback ownership/rotation tests passed after the last runtime repair.
- Review repairs cover reconnect ownership, current caller authority,
duplicate delivery, multipart answers, task-page answers, guest question
handling, and saved sandbox recovery.
- A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a
correct disk-space answer. This did not establish live-call playback.
- Full local typecheck/build passed before the final repairs; focused
typechecks passed after them. Latest-head CI runs the repository gates.
- The separate integrated browser qualification passed two journeys and
failed browser answer retrieval. The feature remains experimental. The
report in #15729 records this failure and outstanding real-provider
acceptance.
- No lockfiles are included. Speko migrations follow master as
0324–0330.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-09 21:54:11 -05:00