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DottaandClaude Opus 5.5 5a51a7685d fix(budgets): raise_budget_and_resume continues the work its budget stopped, once (#20144)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A budget hard stop cancels the scope's running work; the board
resolves it with Raise budget and resume
> - In the restart-chaos H1 scenario, the cancelled tasks did not
continue after resume and each needed a manual Retry
> - Resume is the board's explicit decision to continue, so the work it
stopped should continue once, as if the board clicked Retry
> - This pull request files that Retry automatically, keyed by the
cancelled run, once the run's stop has settled
> - The benefit is that a budget raise restores the work without manual
Retries, without repeating completed work, and without charging the
run's attempt budget

## Linked Issues or Issue Description

Refs #20143 (bug B; this PR builds on it), #20113 (bug A), #20101
(superseded: split into #20143 and this PR)

**What happened?**
Restart-chaos waves w-20261108T195944-s42 and w-20261108T210118-s9802
(H1). After `raise_budget_and_resume`, CHA-3's budget-cancelled run
(enforcement stop) and CHA-1's run (agent lifecycle pause from the
budget hold) stayed cancelled until someone clicked Retry.

**Expected behavior**
Resuming continues each task its budget stopped, exactly once, with no
attempt charged, an activity entry, and no repeat of work that already
continued. A run a person stopped stays stopped.

**Steps to reproduce**
Set a budget below spend while a task runs; let the stop cancel the run;
resolve with Raise budget and resume. Before this change, no new run is
queued.

## What Changed

- New table `budget_resume_claims` (migration 0451). One row per
cancelled run, outside the run's result JSON, so a Stop that settles
during the resume cannot erase it.
- `markBudgetCancelledWorkForResume` (called by `resolveIncident` before
the incident closes): claims every task run its budget stopped since the
incident opened. That covers runs budget enforcement fenced, including
stops still in flight, and runs the agent lifecycle pause stopped for
this budget (`pauseStop`, carried from the lifecycle operation's
`pauseCause` so a resume before the Stop keeps the link). Runs a person
stopped are excluded. Two indexed passes led by `(company_id, status)`.
- `deliverBudgetResumeContinuations`: once a claimed run's stop settles,
files the resolving board member's Retry (`requestTaskRetry`,
idempotency key `budget-resume:<run>`, with the member's session source
and the chat Retry callback). The Retry path checks, under the task
lock, that the run is still the task's latest and the task is open, so
continued or completed work is never repeated. Claim settlement and its
activity entry commit together; retryable refusals and errors retry.
- Delivery runs in the always-on budget-enforcement worker after each
pass's Stop delivery. Its schedule includes deliverable claims and the
earliest stale-claim expiry. The execution-continuation worker is a
backstop.
- `agent.paused` / `agent.resumed` logging is in #20113.
`budget.cancelled_work_resume_requested` (incident) and
`budget.cancelled_work_continued` / `_not_continued` (task) are recorded
here.

## Verification

- New `budget-resume-continuation.test.ts` (Postgres, real
`resolveIncident` → claims → `requestTaskRetry` → real `resumeTaskRetry`
into a queued run):
- each task continues once, including a blocked task; repeat delivery or
resolve saves nothing new;
- a stop still in flight at resume, whose terminal write replaces the
result JSON, is still continued;
  - a 30-task scope is fully continued;
- a lifecycle-pause stop caused by the budget is continued, and one
caused by a manual pause is not;
- continued work, done tasks, a run that finished before its stop, and
person-stopped runs (including ones enforcement also fenced) are not
continued.
- `lifecycle.test.ts`: the pause records its cause on the operation and
on stopped runs, including when the budget is resumed before the pause's
Stop. `budget-enforcement-worker.test.ts`: delivery after Stop delivery,
and a wake at claim expiry.
- 287 tests across the affected suites passed. Server typecheck
(`typecheck-layers`, low-memory): no errors.
- Not run: the H1 chaos rerun (Phase 3 runs it after merge).

## Risks

- Resume now continues budget-stopped tasks automatically. A board that
wants a task stopped can Stop it again; person-stopped runs are never
continued.
- A new table and one index (migration 0451).

> 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`), Anthropic, via Claude Code with
tool use (shell, file edits, test execution). Extended reasoning
enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:56:28 -06:00
DottaandClaude Opus 5.5 c49ab6b9ee feat(issues): wake the parent once when a child or blocker stalls on the board (#20098)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A parent task delegates to children and waits on blockers. Its agent
learns of progress only through wakes
> - Today only completion (`issue_children_completed`) and resolution
(`issue_blockers_resolved`) wake a waiting issue
> - In restart chaos `w-20261108T181313-s9701` t05, a blocker stopped on
a recovery action that needs the board, and its parent sat silently
blocked for 50+ minutes
> - This pull request wakes the waiting agent once per such stall, tells
it what it can do, and shows the stall on the parent's page with the
child's Retry
> - The benefit is that a stuck child or blocker no longer silently
strands its parent

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan; restart chaos campaign). Restart
chaos wave `w-20261108T181313-s9701`, task t05 (M1, claude).

**Problem**

From the kept database:
- CHA-8 `blocks` CHA-5.
- CHA-8's board-owned recovery action (`native_session_retry_exhausted`)
was created at 18:44:02.909 and resolved with outcome `blocked` at
18:44:08, when CHA-8 moved to `blocked` for the board.
- CHA-5's only wake in the whole wave was its `issue_assigned` at
18:20:48. Its agent never heard about CHA-8.

**Expected behavior**
- When a child or blocker stalls on the board, the waiting agent is
woken once. It can then re-delegate, escalate, or block with a reason.
- The board sees the stall on the waiting task, with the child's Retry.

## What Changed

- **Shared:**
- `ISSUE_BLOCKER_STALLED_WAKE_REASON` (`issue_blocker_stalled`),
`ISSUE_BLOCKER_STALL_RELATIONS`, and the types
`IssueBlockerStallRelation` and `IssueBlockerStalledWakeContext`;
  - `Issue.stalledDependencies`.
- **Server, `services/recovery/blocker-stall-wakeups.ts`:**
- A stall is an issue that is not done or cancelled, whose latest
recovery action needs the board. That means either open
(`active`/`escalated`) and board-owned or escalated, or board-owned and
resolved as `blocked` while the issue is still `blocked`. The second
case is what t05 needed: recovery resolves its action that way when it
hands the issue to the board.
- Waiters are the parent, and every issue the stalled one `blocks`, when
they are open, visible and agent-assigned.
- Each waiter gets one wake per stall. The idempotency key
`issue_blocker_stalled:{waiter}:{stalled}:{recoveryActionId}` is checked
through the indexed `(company_id, payload->>'issueId')` path. A later
stall has a new action id, so it wakes again.
  - Each wake writes activity `issue.blocker_stalled_wake`.
- The pass runs from the recovery-action sweep
(`reconcileActiveRecoveryActions`) and from the per-issue blocked sweep
(`reconcileResolvedDependencyWakeBackstop`, which visits each blocked
issue). No new worker.
- A waiter's agent that cannot read the stalled issue (`issue:read`,
which honors private visibility) is woken without its title, identifier
or recovery details; the activity entry withholds them too.
- **Database:** migration `0450` adds the partial unique index
`agent_wakeup_requests_issue_blocker_stalled_uq` on `(company_id,
idempotency_key)` for `issue_blocker_stalled:` keys in delivered or
pending statuses, so two concurrent sweeps cannot both deliver a stall.
It is built `CONCURRENTLY IF NOT EXISTS` outside a transaction (listed
in `MIGRATIONS_WITH_TOP_LEVEL_STATEMENTS`).
- **Queue:** `allowsDependencyBlockedWake` (in
`run-dispatch/domain/wake-context.ts`) lets a stall wake run while the
waiter's blockers are unresolved, at both dependency gates. Without it
the wake was parked until the stalled blocker resolved, which is never.
Pause holds are unchanged.
- **Agent guidance:** the wake payload carries `blockerStall`, and
`renderPaperclipWakePrompt` adds a "Stalled dependency" section. It
names the task and its recovery action and the board's next action, then
the three choices: re-delegate, escalate with a comment, or block with a
reason naming the stalled task.
- **Other reason lists:** `issue_blocker_stalled` joins the
responsible-user wake reasons, the conversation execution-wake reasons
(it never drives a chat turn) and the wake diagnostic's known reasons.
- **Board surface:**
- `GET /issues/:id` returns `stalledDependencies`, readable issues only
(`readableIssueEdgeIds`).
- `StalledDependencyNotice` shows on the issue's chat notices, next to
`IssueBlockedNotice`: each stalled child or blocker, its board next
action, a link, and the child's own Retry (`useTaskRetry`), offered only
when the child's interruption allows it.

## Verification

Red/green:
- `server/src/__tests__/issue-blocker-stall-wakeups.test.ts` (14 tests).
  - On master: no `issue_blocker_stalled` wake is raised.
- With this PR: the parent is woken once per stall, and re-woken after a
new stall. A blocker's dependent is woken.
- The t05 shape (an action resolved as `blocked`) wakes once, and
nothing more after a Retry.
- No wake for an agent-owned action, a done, unassigned or hidden
waiter, or an action resolved another way.
  - `listStalledDependencies` lists children and blockers.
- `heartbeat-dependency-scheduling.test.ts` "admits an
issue_blocker_stalled wake while a blocker is unresolved". On master the
wake was parked (`null`); once admitted, the run-start gate cancelled
it. With this PR it runs with `dependencyBlockedInteraction`. The file:
14 passed.
- `packages/adapter-utils` `server-utils.test.ts`: the new prompt test
failed on master (no `blockerStall`). The file: 141 passed.
- `ui/src/components/StalledDependencyNotice.test.tsx`: 3 passed.
`IssueChatThread.test.tsx`: 109 passed.

Regression and static checks:
- Nearby server suites (recovery durable wait, dependency wake routes,
recovery actions, run-preparation): 149 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
- `pnpm check:token-gates` is clean.

Review round 1 (Greptile, Superagent), each with a regression:
- A backlog waiter is never woken. The waiter's status and assignee are
guarded at enqueue.
- One stall per run: no coalescing, so a merged run cannot keep only the
last stall's context.
- Only a delivered or pending wake ends a stall. A refused one
(wake-on-demand off) is retried after 10 minutes, and an agent that
takes no wakes is skipped without writing a row.
- Company-wide passes resume after the last stall a capped pass reached.
The per-issue sweep also checks the issue's own children and blockers,
which covers an unassigned stalled blocker.
- The dependency gates no longer trust the reason string.
`verifyBlockerStallWake` requires a system request, the stalled issue's
current stall action, and a real child or blocker edge. An
agent-requested wake with the same context is parked (tested).
- The notice shows a refused Retry's reason, and a lost response as
"Taking longer than usual…", with Retry still available (tested).

Review round 2 (Greptile), each with a regression:
- Race: two passes claiming one stall leave one delivered row (unique
index; the loser's insert is skipped).
- The company recovery sweep selects companies whose only stall is a
resolved-`blocked` board action, so an unassigned stalled blocker with a
todo waiter is reached.
- Private stalled issue: the waiter's wake and activity carry no title,
identifier or recovery details.
- `GET /issues/:id` always returns `stalledDependencies`, so a cleared
stall replaces the cached list.
- The notice shows a failed child read with a Reload button (tested).
- `pnpm --filter @paperclipai/db check:migrations` passes.

Review round 3 (Greptile), each with a regression:
- A stall wake that fails to enqueue is retried: the recovery-action
pass reports `blockerStallWakeFailures` and the dependency pass counts
it in `enqueueFailed`, so the worker throws and retries at its backoff
(`issue-recovery-work-lifecycle.test.ts`).
- The notice drops a stall once the child's refreshed status has moved
on (`StalledDependencyNotice.test.tsx`, 7 tests).

## Risks

- A deploy wakes the waiters of every issue that is stalled today, once
each. That is intended (they are stranded now), and it's bounded at 200
stalls per pass.
- A stall wake may run while blockers are unresolved, like a comment
wake. It is bounded to one per stall, and pause holds still apply.
- The agent skill (`skills/paperclip`, CODEOWNER-owned) does not yet
list the new reason. The wake prompt carries the guidance.
- One additive index, built concurrently; no persisted run state change.
Existing rows cannot violate it before deploy, since no
`issue_blocker_stalled:` keys exist yet.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:26:07 -06:00
DottaandClaude Opus 5.5 e8a3f1f6f2 feat(recovery): prove a replaced container's records gone through a fenced controller epoch (#20054)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, the control plane settles in-progress records
(leases, claims, intents) only once it proves their owner process is
gone
> - The proof compares host and PID space, so a stamp from a replaced
container or a rebooted machine stays unprovable forever, and its
records never settle
> - Self-hosted users on Docker, Kubernetes and Fly hit this on every
redeploy; a Railway deployment with an exclusive volume is covered by
`deployment_replaced` (#20026)
> - This pull request adds a fenced controller epoch: each boot holds a
database lease, and an expired boot is fenced so its records can be
proven gone
> - The benefit is that work stranded by a replaced container is
recovered, without keeping an idle database awake

## Linked Issues or Issue Description

Follow-up to #20026 and the Phase 2 durable-ownership data. Related:
#19965 (owner stamps), #19883 (process space). No duplicate PR was
found.

**What happened?**

A record stamped by a server process in another container reports
`different_process_space`. A dead PID elsewhere is never proof, so the
record stays `unprovable` and is never settled. Every redeploy of a
self-hosted container leaves such records behind.

**Expected behavior**

A record owned by a server boot that was replaced (stopped cleanly, or
lost its lease and was fenced) is proven gone and settled exactly once.
A live boot's records stay with it. An idle server issues no recurring
queries.

**Steps to reproduce**

1. Run Paperclip in a container and start work, so an environment lease
is stamped by that boot.
2. Replace the container. The new container has a new PID namespace.
3. The ownership reconciler reports `different_process_space`
(unprovable) for the old lease, forever.

**Paperclip version or commit**

`master` before this PR.

## What Changed

- New `controller_instances` table (migration 0449): boot id, epoch
(bigserial), process space, pid, a lease on the database clock,
`fenced_at` / `fenced_by_epoch`, `stopped_at`.
- `controller-instance-lease.ts`, registered with the shared
delivery-work coordinator (`controller-instance-lease` queue, runs
during drain):
- **Holds work → renews; idle → silent.** One upsert creates the row on
first use and extends the lease only if the boot holds work: a stamp
within the last 90 s, or a stamp whose ownership write may still be
pending (held until the server's tracked work settles, capped at 10
minutes; a renewal that sees some other held record does not clear it,
so a slow ownership write cannot be outlived), or an in-progress record
held by its boot id. Those records are active environment leases,
in-flight cleanup claims, sandbox creation intents, workspace finalize
attempts, agent lifecycle steps, native finalizer and cleanup leases
(`lease_holder` bound to the token), open native coordinator claims, and
running legacy runs. Renewal runs every 30 s while the boot holds work.
When it finds none, the lease lapses and the worker sleeps until the
next stamp (`onControllerStamp`).
- **No idle trailing statements.** When the server's last tracked work
settles, the worker re-checks holdings at once, at most every 5 s (the
rate limit also absorbs the worker's own run). So the last check happens
with the work, not 30 s later.
- **Quiesce, don't crash.** Each renewal has a 10 s bound. A failed or
timed-out renewal applies an internal task drain, so no new work is
dispatched. A recovered renewal resumes. The boot exits only after 60 s
of failure (counted from the first failed attempt's start) while it
still holds work, or at once when it finds itself fenced.
- **Fence on demand, by a newer epoch.** For a stamp from another host
or PID space, the prover reads that boot's row:
    - `stopped` or `fenced`: gone.
    - live lease: alive.
- otherwise, the boot's last sign of life is the later of its lease
expiry and the record's last write plus the TTL. Within 30 s of that,
the owner stays `alive` (`controller_lease_grace`), so the settle watch
keeps rechecking. After that, the prover fences the boot, but only with
a lease row of its own (created on demand) and only an older epoch.
  - A graceful shutdown records `stopped_at`.
- A reconciliation pass that settles nothing (`record: false` or
`settle: false`) never fences and never creates the boot's row.
- `owner-proof.ts`: these proofs apply only to server-held records. A
stamp with a recorded process group stays unprovable, because agent
processes can outlive their server. The reconciler passes each record's
`updatedAt` to the proof.
- `task-admission.ts`:
- the quiesce drain never replaces an operator's drain, and has no idle
owner, so HTTP stays open;
- a `subscribeIdleWorkSettled` hook fires when the last tracked work
finishes.
- Off on a Railway deployment with an exclusive volume (it has its own
replacement proof). `PAPERCLIP_CONTROLLER_INSTANCE_LEASE=on|off`
overrides this. A stateless Railway service keeps the lease. A server
without its own lease row never fences.
- `maintenance-server-routes.test.ts`: in the post-run quiet window, the
lease may check once more that the run's records were released. The test
now excludes those statements, then asserts that the lease issues
nothing in a further window.
- Docs: `doc/execution-semantics.md`; the Phase 2 data doc records the
two known gaps.

## Verification

- `controller-instance-lease.test.ts` (15 cases):
- a replaced container with all Railway variables empty is fenced and
settled exactly once over two passes;
  - a live lease is alive;
- an owner in grace, and work written after an idle lapse, stay alive
and watched;
  - an older epoch never fences a newer one;
- no fencing without its own lease row (off or unregistered), and an
idle prover creates its row on demand;
  - a stopped boot is gone;
  - process-group stamps stay unprovable;
- idle issues zero statements, and one upsert renews only while records
are held;
  - **a 45 s outage:** quiesced, no exit, resumes;
- **a renewal that never answers:** bounded, and the boot exits on time;
- **a 70 s outage:** exits at 60–65 s, and the successor recovers the
work exactly once;
  - fenced: stops;
  - the settle re-check;
- graceful stop; off on a volume-exclusive Railway deployment, on for a
stateless one, and the on/off override;
  - a running legacy run keeps the lease live.
- Red, with the proof's instance check removed: the replaced-container,
live, stopped and successor cases fail.
- Wider: task-drain, idle-sleep, idle-local-work, owner-proof and
ownership suites, plus the maintenance quiet-window tests. Server
low-memory typecheck is clean.

## Risks

- **Clock skew.** The proof compares a record's `updatedAt` (often the
writer's clock) with the lease (database clock). The 30 s grace absorbs
ordinary skew.
- **A new exit path exists.** A server whose database is unreachable for
more than 60 s while it holds work now exits, after first quiescing.
This is the intended safety backstop.
- **Bounded trailing activity.** A lease that holds work issues one
statement every 30 s, plus at most one check when its work settles. An
idle server issues none.
- **Boots from before this release** have no row, and their records stay
unprovable. The board "mark owner gone" action for those follows in a
separate PR.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 11:06:32 -06:00
DottaandClaude Opus 5.5 96badeaa42 fix(lifecycle): never repeat a passed harness verification; settle a dead verifier's lease at once (#20030)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A new or reconfigured agent runs a harness verification (a hello
probe in a test sandbox) before it is ready, and its runs wait until it
passes
> - In the final Daytona restart chaos wave, a Codex agent's runs waited
about 417 s for their first sandbox, while boot took only about 32 s
> - Each control-plane restart killed the verifier. The next process
waited out the 120 s lifecycle lease and then booted a fresh sandbox.
Nothing recorded a configuration that had already passed.
> - This pull request records a passed verification by what makes it
valid and reuses it, and settles a dead verifier's lease on the shared
ownership path at once
> - The benefit is that a restart never repeats a passed verification,
and never leaves runs waiting out a dead process's lease

## Linked Issues or Issue Description

**What happened?**
In the final Daytona chaos wave, the Codex agent was created at 09:55:46
UTC and its three runs were queued. Verification ran four times, in four
sandboxes, because faults K1, K4 and K2 each killed the verifying
server. After K2 the server was ready at 10:00:20, but verification
restarted only at 10:02:13: it waited out the 120 s lifecycle lease. The
first run sandboxes were created at 10:02:43, 417 s after launch.

**Steps to reproduce**
1. Create a Codex agent and assign it a task at once, so the task waits
for harness verification.
2. Kill the control plane (SIGKILL) while the agent is verifying.
3. The restarted server waits out the dead verifier's 120 s lifecycle
lease, then verifies again in a new test target. The task's first token
arrives about 130 s after the fault.

**Expected behavior**
- A passed verification of the same effective configuration in the same
runner image is never repeated.
- A verification is never restarted from scratch while its holder
process is alive. When the holder is proven gone, its lease is settled
at once.
- Runs gate only on a configuration that has never passed.

**Root cause**
`verify()` (`server/src/services/agent-harness-verification.ts`) leased
a fresh sandbox on every attempt and recorded nothing on a pass. The
lifecycle lease (`modules/agent-lifecycle/adapters/postgres.ts`) named
no holder process, so a restart could only wait for it to expire.

## What Changed

- Restart chaos TTFT driver: a `verify` phase, reported in its own rows,
and a `--verify-fault K1|K2|K6` option. The fault fires 1 s after
`verifying` is observed, so it interrupts a held lease. The seed keeps
each agent's creation body, so the driver can hire an identical agent.

- **Persisted pass:** new columns `agents.harness_verified_digest` and
`harness_verified_at` (migration 0448). The digest is an HMAC, keyed
with the instance's decision-signing secret, over:
- the fully resolved effective configuration: every value the test used,
including `cwd`, resolved credentials, and agent-over-environment
precedence;
- the selected AI account and its credential generation (connection and
grant ids and `updatedAt`, never the credential);
  - the environment and the runner image.

The key means the stored value cannot confirm a guessed credential
offline. For a sandbox, the runner image is an immutable image digest or
a qualified Daytona snapshot ID (`sandboxBinding`, now exported). For
local runs it is the server version. A mutable image or snapshot name,
or a local environment redirected to the managed sandbox, never reuses a
pass.
- **Server-only:** `normalizeAgentBaseRow` and
`redactAgentRowForResponse` strip the digest and its timestamp from
agent API responses.
- `verify()` still runs every account, policy and secret check, then
returns complete on a matching digest without booting a test target. It
records the digest on a pass before the lifecycle step completes, so a
restart in between reuses it.
- **Lease holder:** the lifecycle `claim()` stamps the claiming
controller process on the lease (`lifecycleOperation.leaseHolder`,
supplied through the lifecycle effects port) and clears the stamp with
the lease. The compare-and-swap release lives in the lifecycle module
(`releaseAgentLifecycleLeaseOfHolderInTransaction`).
- **Shared ownership path:** a new `agent_lifecycle_lease` kind with
`settleAgentLifecycleLease`.
- When the reconciler proves the holder gone, settle clears exactly that
lease (compare-and-swap on the holder), notifies lifecycle work, and
logs `agent.lifecycle_lease_reconciled`.
- A live holder is never taken over. The lifecycle state, operation and
progress are untouched.

## Verification

- `restart-verification.test.ts` (embedded Postgres, real lifecycle
store and worker, real reconciler pass):
- A verification held by a dead process is claimed and completed at once
after the startup pass, with the agent ready in under 10 s instead of
waiting out the 120 s lease. It fails without the new kind.
  - A live holder is never taken over.
  - The claim stamps the holder, and `defer` clears it.
- `agent-harness-verification-preflight.test.ts`:
- A second `verify()` of the same configuration allocates no target. A
revoked account still fails before reuse. A changed model, `cwd` or
literal credential tests again. It fails without the reuse.
  - A failed verification records nothing.
- Ownership report, all lifecycle module tests, remote, provider-API and
unit harness verification tests, and crash-point call sites: 13 files,
220 tests pass.
- Targeted local run: the TTFT driver's new `verify` phase (`--phases
verify --verify-fault K1`, Codex, 2 samples) hires a new agent, assigns
it a task at once, kills the control plane (K1) while it verifies, and
times fault to first agent token:
- Before (master server code): 129.8 s and 129.8 s. The restarted server
waited out the dead verifier's 120 s lease. Run-log TTFT from run
creation was only 4.1 s.
- After (this branch): 15.8 s and 17.2 s. The startup reconciler pass
settled `agent_lifecycle_lease` and verification re-ran at once.

## Risks

- **A stale pass:** the digest covers every resolved value, the selected
account generation, the environment and an immutable runner image, so
any change tests again. Rotating the instance signing secret invalidates
every digest, so each agent verifies once more.
- **Migration:** two nullable columns, no backfill. Existing agents
verify once more, then reuse.
- **Settle:** it runs only on a `gone` proof, compare-and-swap on the
exact holder. It never changes the lifecycle state.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 08:10:40 -06:00
DottaandClaude Opus 5.5 576ba29fff feat(recovery): settle the legacy controller lease on the shared ownership path (#19953)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Legacy (non-native) runs hold a controller lease on `heartbeat_runs`
while the server prepares and dispatches the adapter. The shared
ownership reconciler now settles proven-gone owners (Phase 2 of the
durable ownership plan)
> - The lease stamped only a boot id. The reconciler could never prove
its owner gone (`missing_identity` in the Phase 2 data), and recovery
released it by age: lease expiry (60 s), then a 5-minute age guard on
dispatched runs
> - A hard-killed server's legacy run therefore stayed `running` for up
to 6 minutes after the next boot
> - This pull request records the controller process with the claim,
registers a compare-and-swap settle, and makes live-run recovery use the
shared prover instead of the age guard when the controller is proven
gone
> - The benefit is that a dead controller's run is settled at once,
while a live, unprovable, or previous-release controller keeps today's
behavior

## Linked Issues or Issue Description

Refs #19933 (the settle hook, merged). Stacked on #19950 (migration
0446, registry) and targets its branch until it merges; then it
retargets to master.

**What happened?**
After a hard kill, a dispatched legacy run stayed `running` until its
controller lease expired and its last update was 5 minutes old.

**What did you expect?**
The next boot proves the old controller gone and fails the run as a lost
process at once.

**Steps to reproduce**
1. Start a legacy (non-native) run and let it dispatch the adapter.
2. Kill the server (SIGKILL).
3. Start the server. The run stays `running` for up to 6 minutes.

## What Changed

- `heartbeat_runs.controller_process` (jsonb, migration 0447): `{bootId,
pid, hostHash, processStartedAt}` of the claiming server process. It
names the controller only while its `bootId` equals
`controller_boot_id`. Revocation swaps the boot id, so a revoked lease
never keeps it.
- `legacyControllerClaim` writes it in the same UPDATE (from
`currentControllerProcessStamp()`, no I/O).
- `legacy-controller-lease.ts`: `legacyControllerOwnerStamp`,
`legacyControllerProvenGone` (calls `proveOwnerGone`), and
`settleLegacyControllerLease` (compare-and-swap expiry of the proven
controller's outstanding lease after it wakes live-run recovery).
- `ownership-registry.ts`: `legacy_controller_lease` registers `settle`
and `listForRuns`. The owner is the bound process; other rows are
boot-id fences. The listing covers outstanding leases only.
- `heartbeat/recovery.ts` (3 small hunks): a controller of another boot
that the shared prover proves gone has its live lease settled through
`settleOwnableKind` and skips the age guard. The local child-process
check after it is unchanged, so a live child still keeps the run
running.
- Migration 0447 builds the partial index with `CREATE INDEX
CONCURRENTLY` (heartbeat_runs is a known-large table) and is added to
`MIGRATIONS_WITH_TOP_LEVEL_STATEMENTS`.

Bespoke code deleted: none. The kind had no liveness proof; the age
guard stays for controllers that are not proven gone.

## Verification

- `cd server && npx vitest run
src/services/legacy-controller-lease.test.ts`: 33 passed.
- `cd server && npx vitest run
src/__tests__/ownership-reconciliation-report.test.ts`: 17 passed.
- Red with `recovery.ts` and `ownership-registry.ts` from the base
commit (tests, schema and lease module from this branch): 4 failed, 29
passed. Red: the crash-point reaper test, the expired-lease age-guard
test, the reconciler settle test, the exact-controller CAS test. The
tests were written after the code.
- New tests:
  - the claim stamps this process, and a changed boot id unbinds it;
- crash point: a controller dispatched the adapter and was killed with
its lease live; the startup reaper (default 5-minute age guard) fails
the run as `process_lost` at once;
  - a dead controller's expired lease skips the age guard;
- counter-cases keep the run and lease through the reaper and a
reconciler pass: a live earlier-boot PID, a dead PID in another PID
space, and a previous-release row with no `controller_process`; an
expired lease of a live controller stays behind the age guard;
- a read-only pass (`record: false`) never settles; a recording pass
expires the lease and leaves the run to live-run recovery;
  - settle refuses a controller that changed after the proof.
- Not run locally: typecheck (CI runs it) and the wide suites.

## Risks

- Previous-release story (rules/upgrade-safe-run-state.mdc): rows saved
by the previous release have no `controller_process`. They stay boot-id
fences with today's release (expiry, revocation, age guard). A rollback
ignores the column.
- Unprovable controllers (another host or PID space, unknown space, a
live PID with an unreadable start time) never release early. Their
handoff stays the lease expiry plus revocation, and the age guard. A
different host is never proof.
- Behavior change: a dispatched run whose controller is proven gone is
failed as `process_lost` without the 5-minute wait. The retry decision
is unchanged.
- The settle expires the lease only. Live-run recovery still settles the
run under its own checks. Accounting and workspace obligations are not
touched.
- The index build is concurrent. A cancelled build is retried by the
migrator's invalid-index handling.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, local 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:27:54 -06:00
DottaandClaude Opus 5.5 bf3a067076 feat(recovery): settle the finalizer and cleanup leases on the shared ownership path (#19950)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs keep their ownership in `native_run_finalizations`, and
the shared ownership reconciler now settles proven-gone owners (Phase 2
of the durable ownership plan)
> - The finalizer lease (`native-finalizer:*`, 5 min) and the
retained-session cleanup lease (`native-cleanup:*`, 60 s) recorded only
a random token. They named no holder process
> - A server killed while it finalized or cleaned up kept the run
waiting for the whole lease. The lease was released by age alone. A
graceful shutdown also keeps an in-progress finalizer lease for the next
boot to wait out
> - This pull request records the holder process with each claim and
moves both kinds onto the shared prover and a compare-and-swap settle
> - The benefit is that a dead holder's run continues in the first pass
after boot, and a live or unprovable holder is never released

## Linked Issues or Issue Description

Refs #19933 (the settle hook and the first moved kind, merged).

**What happened?**
A finalizer or cleanup lease whose server process died stayed held until
the lease expired (5 min or 60 s). The run stayed `running` and its
follow-up work waited.

**What did you expect?**
The next boot proves the dead holder gone and frees the lease at once. A
live holder, or one that cannot be proven gone, keeps its lease.

**Steps to reproduce**
1. Accept a native result and let the finalizer claim it.
2. Kill the server (SIGKILL) before the finalizer commits.
3. Start the server. The run stays `running` for up to 5 minutes.

## What Changed

- `native_run_finalizations.lease_holder` (jsonb, migration 0446):
`{token, bootId, pid, hostHash, processStartedAt}` of the process that
took a token-only lease. It names the holder only while `token` equals
`lease_owner`, so renewals keep it and a later lease never inherits it.
The executor's `controller_*` columns are not changed.
- The finalizer claim (`native-run-finalizer.ts`) and the cleanup claim
(`native-session-executor.ts`) write it in the same UPDATE as the lease,
from `currentControllerProcessStamp()` (no I/O).
- New `native-token-lease-settlement.ts`: compare-and-swap settle that
expires exactly the proven-gone holder's outstanding lease, after it
notifies the finalization or cleanup work that the expiry frees.
- Both claims also wake the ownership worker queue in their transaction,
so a quiet worker watches the new holder (Greptile round 1).
- `ownership-registry.ts`: `native_finalizer_lease` and
`native_cleanup_lease` register `settle`. Their owner is the holder
process; rows without a holder keep the token fence. Listings cover
outstanding leases only.
- `heartbeat/recovery.ts`: restart recovery settles both kinds before it
finalizes and schedules cleanup. A failure is logged and the reconciler
pass retries it.
- Two sparse partial indexes on `lease_expires_at` for the two listings,
so the settle watch re-check stays indexed.

Bespoke code deleted: none. These kinds had no liveness check; their
only release was lease age (the takeover in the claim), which stays as
the fence for unprovable holders.

## Verification

- `cd server && npx vitest run
src/__tests__/heartbeat-native-restart-suspension.test.ts -t
"finalizer|cleanup|holder|exact lease"`: 12 passed (rerun after the
rebase on master). The crash-point test also asserts the ownership wake
for its run; it fails without the signal.
- `cd server && npx vitest run
src/__tests__/ownership-reconciliation-report.test.ts`: 17 passed.
- Red on the base branch (server code at `bea3bfb20b`, tests and schema
from this branch): 7 new tests fail, 5 pass (the 5 are existing tests).
Red: the crash-point restart test, the two reconciler settle tests, the
three live/unprovable counter-cases (owner was a token fence), and the
exact-lease CAS test. The tests were written after the code.
- New tests:
- crash point: a finalizer claim was written and its holder killed
before commit; the next restart finalizes the run, and this boot's claim
stamps itself as holder;
- a dead finalizer or cleanup holder is settled by a recording pass,
never by a read-only pass (`record: false`); the accepted result and
phase are untouched;
- live counter-cases: a live earlier-boot PID (`pid_alive`), the current
boot (`current_process`), a dead PID in another PID space
(`different_process_space`, unprovable) keep the lease through a pass
and a restart;
- a holder written for another token, and a holderless row of the
previous release, stay token fences, also with
`PAPERCLIP_EPHEMERAL_SERVER=true`;
- settle refuses a lease taken over after the proof
(`owner_changed_since_proof`).
- Not run locally: typecheck (CI runs it) and the wide suites.

## Risks

- Previous-release story (rules/upgrade-safe-run-state.mdc): rows saved
by the previous release have no `lease_holder`. They stay token fences
and the existing claim takes them over at expiry. Neither lease outlives
5 min, so this covers at most 5 min after the upgrade. A rollback
ignores the new column.
- Unprovable holders (other host or PID space, unknown space): no
operator action. The lease is short and self-expiring; at expiry the
next claim takes it over and the old holder's next token
compare-and-swap fails. That fence is the handoff. A different host is
never proof.
- The settle only expires a lease. Finalization and cleanup still run
under their own checks (cleanup keeps its maintenance-history proofs).
Settling ownership does not settle the accepted result, workspace
preservation, or accounting.
- Migration adds a nullable column and two partial indexes on a sparse
predicate. Low risk.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, local 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 22:16:34 -06:00
DottaandClaude Opus 5.5 f5400e2594 feat(recovery): settle the accepted-result lease on the shared ownership path (#19933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A control-plane restart can kill the controller after an agent's
result is accepted. The result then stays leased to a dead process.
> - Today a private sweep (`native-dead-controller-result-lease.ts`,
#19713) proves that controller dead with its own liveness rules.
> - The durable-ownership plan (#19831) replaces private proofs with one
prover (`proveOwnerGone`, #19853) and one registry (#19861).
> - This pull request moves the accepted-result executor lease to that
shared path and deletes the private sweep. It is Phase 2's first kind.
> - The benefit is one tested rule for when a dead owner's result lease
is released, and the reconciler now repairs a lease that restart
recovery missed.

## Linked Issues or Issue Description

Refs #19831 (plan), #19853 (prover), #19861 (registry), #19713 (old
sweep), #19883 (legacy host fallback), #19927 (Phase 2 data).

**What happened?**
The accepted-result lease had its own liveness proof, separate from the
shared prover. The reconciler could only report a dead owner, not settle
it. When restart recovery missed a lease, it waited out the 20-minute
lease.

**What did you expect?**
One prover decides, and both restart recovery and the periodic
reconciler pass settle a lease whose controller is proven gone.

**Steps to reproduce**
1. Accept a native run result.
2. Kill the controller (SIGKILL) and start a new server.
3. If the restart sweep does not see the row, the result stays leased
until the lease expires.

## What Changed

- `ownership-registry.ts`: a kind may register `settle` and
`onUnprovable`. `native_accepted_result_lease` registers both. Other
kinds stay report-only.
- New `native-accepted-result-lease-settlement.ts`: a compare-and-swap
settle that expires exactly the proven owner's lease. It keeps the old
guards: the run must still be `running`, remote copyback stays fenced,
and a lease taken over since the proof is left alone.
- `ownership-invariant-report.ts`: the pass calls `settle` on `gone` and
`onUnprovable` on `unprovable`. A read-only pass (`record: false`) never
settles. New `settleOwnableKind()` for restart recovery.
- `heartbeat/recovery.ts`: restart recovery calls
`settleOwnableKind("native_accepted_result_lease")` instead of the old
sweep.
- Deleted `native-dead-controller-result-lease.ts`.
- `owner-proof.ts`: accepts a board attestation (`operator_attested`).
It also keeps the one-release local fallback for rows saved before their
PID space was recorded, on single-host servers only, and flags each use
so it is logged (`legacy_host_unknown_dead_pid_proof`, #19883). An
ephemeral server returns `unprovable` (`process_space_unrecorded`) and
the existing "confirm the previous server stopped" board action is
raised.

## Verification

- `cd server && npx vitest run
src/__tests__/heartbeat-native-restart-suspension.test.ts`: 27 pass, 7
of them new.
- `npx vitest run src/services/owner-proof.test.ts
src/__tests__/ownership-reconciliation-report.test.ts`: pass.
- Red/green (tests written after the code): 5 new behaviour tests fail
on master and pass here. They cover the ephemeral board action, the
reconciler-pass settle, the live-owner counter-case in that pass, the
legacy marker, and operator attestation. The stamped-dead-controller and
foreign-PID-space cases pass on both, as the old path behaved the same.
- Server typecheck passes (`npx tsc --noEmit -p server/tsconfig.json`).
- Not run locally: the full server suite (`pnpm verify` asks for broad
coverage because a file was deleted). Required CI covers it.

## Risks

- Previous-release story (rules/upgrade-safe-run-state.mdc): NRF rows
saved before #19868 have no `controller_host_hash`. They keep the same
one-release local proof as before on single-host servers, and each use
is logged. On ephemeral servers they stay unprovable and ask the board,
as before. Rows on another PID space keep their lease (the fence), as
before.
- Fail-open risk: settle is compare-and-swap on the lease token, boot,
PID, host hash and start time of the proven owner. An `unprovable` owner
is never released. Live-owner and foreign-space cases are tested.
- No change adds work before `turn.start`.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use (shell, file edits).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:58:04 -06:00
Nicky Leach 0363ebec70 fix(connectors): stop GitHub access refreshes from advancing agent runtimes (#19902) 2026-11-07 14:43:39 -08:00
DottaandClaude Opus 5.5 fc6e1b0346 perf(native): keep local Codex and OpenCode runners warm by default (#19888)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When someone messages an agent, the turn must start fast. Time to
first token (TTFT) is a first-class metric.
> - The Phase 0 baseline (#19846) found that every local turn launches a
new runner and loads the provider session again, because `per_turn` is
the default lifecycle. That made a follow-up message slower than a new
task.
> - Warm runners keep the runner and provider session alive between
runs. #19874 fixed the defect that broke warm OpenCode follow-ups, and
#19879 bounds an idle warm runner whose controller dies.
> - This pull request makes warm the default for local Codex and
OpenCode agents, and migrates existing agents that only carried the old
creation default.
> - The benefit: follow-up TTFT p50 drops from 12.0 s to 4.7 s (Codex)
and from 21.7 s to 4.2 s (OpenCode), with no new restart-chaos failures.

## Linked Issues or Issue Description

Refs #19846 (TTFT baseline), #19852 (startup sub-spans), #19874 (warm
completion contract), #19879 (warm reconnect grace).

**What existing behavior does this improve?**
The default runner lifecycle for native agents, and how a follow-up
message starts.

**Current behavior**
Agent creation writes `lifecycleMode: "per_turn"` into every native
agent. Every follow-up launches a new runner and restores the provider
session: 4.2 s (Codex) and 16.3 s (OpenCode) at p50 before the turn
starts.

**Proposed behavior**
New native agents store no lifecycle. On a local target, an unset
lifecycle resolves to `warm` with the default 5-minute idle window for
Codex and OpenCode. Other harnesses, remote targets and managed
providers without warm support stay `per_turn`. An explicit choice
always wins. Migration 0443 clears the stored creation default from
existing agents, except where an edit set "Turn by turn" explicitly.

**Reason and benefit**
Measured locally (`doc/plans/2026-11-07-warm-follow-up-ttft.md`). Warm
follow-ups are 2.6–5× faster for Codex and OpenCode, and restart
recovery latency is equal or lower.

## What Changed

- `native-lifecycle.ts`: an unset `agentMode` resolves to warm (5-minute
idle window) for local `codex_app_server` and `opencode_server` agents.
`runtime-selection.ts` passes `localTarget`. Explicit `per_turn` or
`warm` wins. An admitted session keeps its persisted policy. ACPX Claude
stays `per_turn`: it relaunches its provider process on every follow-up
by design, so warm did not shorten its follow-up (10.7 s warm vs 10.5 s
per_turn).
- Creation and configuration writes no longer store `lifecycleMode:
"per_turn"` for Codex, Claude or OpenCode. This covers
`normalizePaperclipRunnerAdapterConfig` (runs on every create and
update), `paperclipRunnerTransitionConfig` (switching to the native
runner), `agent-runner-selection.ts`, `codex-local` `build-config.ts`,
and the simplified new-agent setup (`paperclipRunnerCreationLifecycle`
in `@paperclipai/shared`). Grok, Pi and Cursor keep their explicit
value.
- Agent form: the Runner lifecycle field shows the unset state as
"Automatic". "Turn by turn" and "Warm session" remain.
- Migration `0443_native_warm_follow_up_default.sql`: clears
`lifecycleMode = 'per_turn'` from native Codex, OpenCode and Claude
agents unless `agent_config_revisions` shows an edit that set it to
`per_turn`. Each migrated agent gets an `agent.updated` activity entry
with the old value (`actor_id =
migration:native-warm-follow-up-default`). Creation records no revision,
so a "Turn by turn" pick made at creation cannot be told apart from the
old default. The product owner approved migrating those agents. Claude
agents follow the default, which is `per_turn` today.
- Restart chaos harness and TTFT driver: `--lifecycle
per_turn|warm|default` (saved in the wave plan). `default` removes the
catalog's pinned lifecycle, so a wave exercises the real default path.
- Docs: `doc/DEVELOPING.md` "Runner lifecycle default", and the results
in `doc/plans/2026-11-07-warm-follow-up-ttft.md`, which also documents
baseline finding 4 (Claude's resumed turn-start gap is ACPX's per-turn
process generation, not the provider).

## Verification

- `server`: `native-lifecycle.test.ts` (new default cases: local Codex
and OpenCode warm, Claude, remote, unknown target, unmeasured harness,
managed Claude, admitted per-turn session, explicit choices, non-native
adapter), `agent-runner-selection.test.ts`, `runtime-selection.test.ts`
(335 pass).
- `packages/db`: `native-warm-follow-up-default-migration.test.ts` on
embedded Postgres. Default agents are cleared, the explicit edit is
kept, other harnesses and legacy adapters are untouched, audit rows are
written once, and a rerun is a no-op. Without the explicit-edit filter
the test fails. `check:migrations` passes.
- `codex-local` `build-config.test.ts` (65), `ui`
`config-fields.test.tsx` (40), restart-chaos unit tests (134), `tsc
--noEmit` for `server`.
- `adapter-utils` `paperclip-runner-lifecycle-default.test.ts`:
configuration writes and adapter conversion store no lifecycle for
Codex, OpenCode and Claude, keep `per_turn` for the others, and preserve
explicit choices. It fails without the fix.
- End-to-end default check on this branch (`ttft-baseline.ts --lifecycle
default`, codex and opencode, 2 samples): the agents read back with no
stored lifecycle, and every follow-up reused the runner and provider
session (no `runner.process.launch`). Follow-up TTFT was 3.6–4.8 s. This
check found the per-write `per_turn` injection fixed here.
- Restart chaos (codex and opencode, A1/B1/B5, K1/K2/K6, seed 4242), 8/8
PASS each with no open signatures: forced warm, forced per_turn, and
`--lifecycle default` on this branch (agents created without a
lifecycle).
- `pnpm verify` selects broader CI (harness config is a global input),
so required CI supplies the broad coverage.

## Risks

- Behavior change: local Codex and OpenCode agents keep a runner and
provider process for up to 5 minutes after a run. Instance sleep waits
for that idle window. The process is reaped by the idle timer, by
graceful shutdown, or by the #19879 reconnect grace if its controller
dies.
- Migration: agents whose "Turn by turn" was chosen at creation become
Automatic. The activity entry records the old value; choosing "Turn by
turn" restores it.
- Previous-release story (`rules/upgrade-safe-run-state.mdc`): a task
session keeps the lifecycle policy it was admitted with, so sessions
saved before this change stay `per_turn`. New sessions get the default.
No run, checkpoint or launch state changes shape.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file edit, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 14:37:36 -06:00
DottaandClaude Opus 5.5 5a20fca9f7 fix(recovery): judge an orphaned run's pid only in the PID space that recorded it (#19871)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The orphan reaper (`terminalizeOrphanedRunningRun`) ends a `running`
run whose recorded process is gone
> - It judged "gone" with `kill(pid, 0)` on the local host, wherever the
process actually ran: another host, another PID namespace, or a sandbox
> - So a run whose process is alive elsewhere could be terminalized
while it still works
> - #19868 fixed the same gap for native coordinator takeover and the
runtime-control sweep. This pull request finishes finding 2 for the
reaper
> - The benefit is that a dead local pid never proves an owner on
another host is gone

## Linked Issues or Issue Description

**Bug description**
The Phase 0 ownership inventory (finding 2) names the orphan reaper
`terminalizeOrphanedRunningRun` (`recovery/service.ts`) as a proof that
accepts "the pid is dead here" for a process anywhere. `heartbeat_runs`
recorded `process_pid` with no PID space, and a sandbox pid could
collide with a local one.

**Steps to reproduce**
1. A run records `process_pid` on host A, or in a sandbox.
2. On host B, that pid number is not alive.
3. B's stale-lock sweep terminalizes the run as `orphaned_running_run`.

**Expected behavior**
The process-death authority applies only in the PID space that recorded
the pid. Issue-terminal authority is unchanged.

Refs #19846, follows #19868

## What Changed

- Migration `0442`: add nullable `heartbeat_runs.process_host_hash`.
- `heartbeat/run-lifecycle.ts` `persistHeartbeatRunProcessMetadata`, the
one writer of `process_pid`, stores `currentProcessSpaceHash()` for a
local pid and `"remote"` for a sandbox pid.
- `recovery/service.ts`: the process-death authority runs only when
`process_host_hash` is null (rows saved before this column, for one
release) or `sameProcessSpace` matches.
- Tests: the reaper leaves a dead pid alone for another host, a sandbox,
and an unreadable space, and terminalizes it in this space. The writer
stamps local and remote pids.

## Verification

- `npx vitest run
src/__tests__/recovery-stale-issue-lock-sweep.test.ts`: 46 passed.
- Red before the fix: with the old `recovery/service.ts`, the three
cross-space cases fail (the run is terminalized). Green after.
- `pnpm db:generate` produced `0442_low_salo.sql` (one `ADD COLUMN`),
and the snapshot set was pruned to five. `pnpm --filter @paperclipai/db
check:migrations` passed. Server `tsc --noEmit` shows no errors in the
changed files.

## Risks

- Previous-release story: runs saved with `process_host_hash = null`
keep the previous local proof for this release. That matches #19868,
because stranding in-flight runs at upgrade would be a restart failure.
New rows are strict.
- A run whose process really lived on another host now stays `running`
until issue-terminal authority, its controller lease, or another owner
settles it.
- No new I/O before `turn.start`. The hash is computed at module load,
and the stamp rides the existing process-metadata update.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used with tool use and
code execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 12:22:15 -06:00
DottaandClaude Opus 5.5 68db7ed9e3 fix(recovery): never accept a dead local pid as proof for an owner on another host (#19868)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, recovery decides that an in-progress record's owner
is gone and takes it over
> - Two of those proofs use `kill(pid, 0)` on the local host. A pid that
is dead here says nothing about a process on another host or in another
PID namespace
> - So a controller or runtime-control owner that is still alive
elsewhere can be taken over while it still runs
> - This pull request records the owner's PID space (the existing
`controller-process-identity` host hash) and judges a pid only in that
same space
> - The benefit is that a different host is never proof. Those records
follow their existing lease or TTL instead

## Linked Issues or Issue Description

**Bug description**
The Phase 0 ownership inventory (finding 2) found three proofs that
accept "the pid is dead here" as proof for an owner on another host:
`evaluateNativeControllerTakeover` (`native_run_finalizations` has no
host column), the runtime-control sweep (`workspace-operations.ts`), and
the orphan reaper `terminalizeOrphanedRunningRun`. Only
`controllerProcessExited` checked the host.

**Steps to reproduce**
1. Run two control-plane processes on different hosts, or in different
PID namespaces, against one database.
2. Let host A own a native finalization lease or a runtime-control
operation.
3. On host B, run restart recovery. If A's pid number is not alive on B,
B takes over the live owner.

**Expected behavior**
An owner whose PID space differs from this process's, or cannot be read,
is unprovable. Its record waits for its lease, fence, or TTL.

Refs #19846

## What Changed

- Migration `0441`: add nullable
`native_run_finalizations.controller_host_hash`.
- `controller-process-identity.ts`: export `currentProcessSpaceHash()`
and `sameProcessSpace()`. An unreadable space is stored as `"unknown"`,
which never matches.
- `native-restart-recovery.ts`: `currentNativeControllerIdentity`
carries `hostHash`, which both coordinator claim writes
(`native-restart-recovery.ts`, `native-session-executor.ts`) store.
`evaluateNativeControllerTakeover` returns `controller_host_unprovable`
before any pid probe when the recorded space is not this one.
`native-dead-controller-result-lease.ts` selects the column.
- `workspace-operations.ts`: runtime-control owner stamps record
`hostHash`. `ownerProcessProvenGone` requires the same PID space (EPERM
= alive), otherwise the existing staleness TTL applies.
- Not in this PR: the orphan reaper `terminalizeOrphanedRunningRun`.
`heartbeat_runs` has no host for `process_pid`, and its writers are
spread across legacy and native paths. It follows as a separate PR with
its own column.

## Verification

- `npx vitest run
src/services/native-runtime/native-restart-recovery.test.ts
src/__tests__/workspace-runtime-control-recovery.test.ts`: 55 passed.
New cases cover another host and an unreadable space (dead and recycled
pid) for takeover, plus another host, unreadable space, and legacy stamp
for the sweep. The sweep cases also confirm that the TTL still reclaims
after the heartbeat lapses.
- Red before the fix: the 5 new cases fail on the old code. Green after.
- `native-controller-recovery.integration.test.ts`,
`native-failed-run-owner-release.test.ts`,
`native-startup-cleanup-recovery.test.ts`: 71 passed.
- `pnpm db:generate` produced `0441_lucky_chameleon.sql` (one `ADD
COLUMN`) and pruned to five snapshots. `pnpm --filter @paperclipai/db
check:migrations` passed. Server `tsc --noEmit` shows no errors in the
changed files.

## Risks

- Previous-release story: `native_run_finalizations` rows saved before
this column have `controller_host_hash = null`. They keep the previous
local dead-pid proof for this release. Making them unprovable would
leave every native run in flight at the upgrade in `awaiting_evidence`
with no TTL, because local takeovers have no lease fallback. Rows
written by this release onward are strict. Runtime-control stamps
without `hostHash` are strict now, because that path has a staleness
TTL.
- Owners built from other receipts (workspace finalization owner,
workspace stop proof) pass no host and keep the previous behavior. Track
2's shared `OwnerStamp` should absorb them.
- A new row on a host that really moved (redeploy onto a new machine)
waits for its lease or an operator instead of being taken over by pid.
That is the intended "different host is never proof" rule.
- No new I/O before `turn.start`. The hash is computed once at module
load.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used with tool use and
code execution in Claude Code.

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 11:14:48 -06:00
af0fe8fe81 Keep personal MCP connections functional while idle tenants sleep (#19427)
## Thinking Path

> - Paperclip manages work for AI agents.
> - Personal MCP connections should remain enabled while an idle tenant
sleeps.
> - Unfinished OAuth, transfer and delivery work must retain its owner
and deadline.
> - Cloud can receive bounded metadata and incoming work while the
tenant remains the company-scoped authorizer.
> - Current identity, revision and delivery acknowledgments establish
when ownership has transferred.
> - This change preserves useful wake, retries and revocation while
making settled ownership inspectable without writes.

## Linked Issues or Issue Description

Refs: #19377 and #19750. Hosted companion:
[paperclip-cloud#1217](https://github.com/paperclipai/paperclip-cloud/pull/1217).

**What happened?** Enabled personal MCP grants and subscriptions could
keep an otherwise idle tenant awake. Ignoring those records would lose
discovery, authorization, delivery and revocation obligations.

**Expected behavior** Unconsumed authorization codes, device requests,
file handoffs and delivery work retain their original deadlines. Settled
connections remain enabled and become quiet after the current external
owner acknowledges responsibility. Incoming useful work resumes normal
authorization and delivery; revocation still takes effect for the
current company.

**Steps to reproduce** Complete normal PKCE/device consent and company
selection, synchronize client/device and revocation state, retain the
connection while idle, then exercise useful tools/events and revocation.
Sleep eligibility requires current incoming/deadline ownership
throughout.

## What Changed

- Add bounded signed client/device metadata and revocation
synchronization with exact revision, identity and ACK checks, startup
recovery and finite legacy-device cutover.
- Preserve company selection, authorization and operation identity.
Register grant work before its INSERT in the same transaction; retain
rollback, expiry and retry behavior.
- Require current managed identity/resource before hosted publication.
Receipt-cleared re-enable must obtain a fresh source ACK before device
creation.
- Reuse read-only settings and inspection budgets; connect MCP owners to
normal startup, drain and shutdown.
- Bound metadata pages and the actual signed request body while
preserving the default limits of other operations.
- Generate migration 0440 after the merged Legacy migration. Preserve
all 438 existing executable migrations and the journal prefix; retain
the normal five newest snapshots.
- Preserve the merged transaction-owner forwarding and regression
coverage from #19750 through normal ancestry integration.

## Verification

- Current own Shared/SDK, database, eval-kernel and Runner builds
passed, together with all seven normal application TypeScript programs.
Missing generated package exports/workspace links were restored through
normal setup; the original setup failures were retained. No source,
compiler option, test assertion or timeout was weakened.
- Normal migration generation changed only the five intended MCP tables;
its SQL is byte-identical to the reviewed MCP delta. Fresh reference
databases and both retained master/Muse histories upgraded through 0440,
preserving historical hashes, row fields, schema and idempotence. Direct
assertions cover the Legacy null default and MCP null/zero defaults. Two
selected history cases passed; the other 21 database cases were
unselected.
- All six current MCP lifecycle cases passed with zero skips: normal
PKCE approval intent, ACK recovery after outage, mutation during
publication, disable/re-enable with original expiry, company-deletion
rollback/commit and key rotation.
- All 81 checks in five current whole files passed with zero skips:
OpenAPI 34, read-only settings 2, diagnostic catalog 25, PostgreSQL
diagnostics 7 and dependency scheduling 13. PostgreSQL fixtures ran
normal migrations before test imports.
- Earlier canonical proof at App `cd1c8c6` / Cloud `9f67531` includes
real 60-second rate and three 15-second quiet windows, useful work and
three revokes. Later paired proof at App `43af514` / Cloud `914eb0f`
plus its reviewed candidate includes normal DCR, PostgreSQL metadata, a
144,017-byte signed publication, actual ACK, cap/default-413 controls
and a real 15-second quiet window. The relevant producer/signing/wire
inputs remain byte-identical in this integration; shared changes are
qualified above. These remain source-scoped observations, not a fresh
full canonical run on the integrated tree.
- All known test owners, process groups and OS sockets closed; an
independent final PostgreSQL audit found no remaining test sessions. One
dependency-test trace recorded 46 opens and 45 close events. Its cause
is unknown; this is not claimed as proof of graceful closure.
- Fresh exact-head remote checks passed: 59 successful and 4 skipped
contexts, with a complete current 5/5 Greptile review and all seven
review threads resolved. Targeted local checks do not constitute a new
whole-repository test run.

## Risks

App and Cloud must agree on identity, revision, namespace, deadlines and
revocation. Partial rollout, unavailable authority or missing ACK must
retain awake debt. Shared startup/shutdown and settings changed since
the earlier canonical profile, so historical observations carry only
within their stated source scope. No deployed Railway/Neon suspension,
Cloud alarm, savings or complete hosted Dot/Muse acceptance is claimed.

## Model Used

OpenAI `gpt-6.1-sol` produced code and verification, with a Codex
coordinator reviewing and integrating the changes. The coordinator's
exact runtime model ID and context-window sizes were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-11-07 02:12:48 -06:00
96bc021edb fix(server): certify settled legacy processes for future retries (#19377)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Bounded retries must preserve current authority, budgets and
deadlines.
> - The tenant can wait for supported future work after the source
process and its cleanup stop.
> - Retained process identity alone cannot prove that cleanup finished.
> - This change records host-owned settlement and checks its exact
identity before a retry can cover its wait.
> - Uncertain process state, changed authority, live claims and cleanup
debt keep the tenant awake.

## Linked Issues or Issue Description

Refs #19001. Related dependencies: #19019 and #18988. Related #19340
covers explicit Native task Retry; this change covers future Legacy
process retries.

Current integrated source: `1645970a9322d1213ba25fc7b52366c285682977`,
normally merged with actual master
`131b566ca4fa866c4348739c75cfe48c805b3398`. The prerequisites above are
merged. This PR targets `master`.

**What happened?**

A future issue, company or review retry can retain its failed source
process identity. The deadline reader could not prove that host cleanup
finished. Supported waits stayed blocked. Ordinary issue retries also
needed an exact source-settlement check, and represented coalesced
requests needed exact input coverage.

**Expected behavior**

A supported future retry covers only its existing wait, under current
company and actor authority, after exact host settlement. Missing,
malformed, stale, cancelled, Native or unfinished source state stays
blocked. No retry gains new execution authority.

**Steps to reproduce**

Fail an ordinary process or fail environment preparation before adapter
entry. Let normal cleanup schedule the existing retry. Inspect its
settlement and deadline, stop and reconstruct the owner, and admit one
useful successor at the saved deadline. Hold cleanup or change authority
to verify that the reader refuses coverage.

## What Changed

- Add nullable internal `legacyProcessSettlement` state through normally
generated migration `0439_cultured_impossible_man`. No backfill or
adapter result creates the record.
- Write exact host settlement after stopped-process and cleanup checks.
Compare the current run and reject live claims or cleanup debt. Optional
persistence failure preserves normal cleanup and keeps sleep coverage
blocked.
- Add a separate preparation receipt for a claimed Legacy run that
failed before any adapter or Native dispatch. Require the same boot, run
times, preparing stage, released claim and completed cleanup. A null PID
alone proves nothing.
- Clear settlement on a new claim, process metadata or Native selection.
Omit the internal record from public serialized data.
- Check exact source lineage and current authority for ordinary issue,
company and taskless retries. Cover completed coalesced requests only
when the admitted retry represents their exact inputs.
- Add the closed `current_review_retry` wait with current reviewer,
stage and existing issue authority checks. Require a nonempty current
stage ID.
- Add actual producer, cold reconstruction, SQL negative, redaction and
optional-persistence controls.
- Repair CI fixture expectations for the additive column, startup mock,
budget owner and popup return URL. Bind the controlled Native comment
server explicitly to loopback.
- Replace temporary Slack clock logging with an exact persisted-deadline
assertion. Wait until that real deadline before the existing single
default poll. Keep both forced polls, business assertions and timing
limits.

## Verification

- On final integrated source `1645970a`, normal Shared/SDK
prerequisites, Runner TypeScript and the entire normal App layered
typecheck pass. Tracked source and lockfile remain unchanged.
- All 26 whole-file settlement, recovery-reader and bootstrap controls
pass. Seven separate real PostgreSQL producer/negative cases pass at
`cf16c6a`; each has one selected passing case and 18 filtered
registrations. Filtered registrations are not acceptance.
- Master then changed the preparation source-lock scope. Its three
intersecting cases were rerun on final `1645970a`: an actual failed
company process, an actual failed ordinary issue process, and held
preparation cleanup. Each preserves its source identity and original
deadline and admits one useful successor. Issue and preparation cases
exercise normal automatic retry; the company case uses the normal
explicit bounded-retry producer.
- The unchanged 26 controls and four other PostgreSQL cases retain their
`cf16c6a` proof after a scoped source comparison. Optional
settlement/preparation persistence failures keep certification blocked
while normal cleanup completes. An entered adapter without process
identity stays uncertified. This is scoped carry, not a claim that every
earlier case ran again on the final head.
- All recorded test owners and controlled groups closed. Final read-only
SQL audits returned no test sessions. One earlier postcase resource
barrier observed a transient unattributed database backend; that
database and original evidence remain preserved. Its later disappearance
is recovery, not an explained cause. No assertion, deadline or test body
was relaxed.
- Migration0439 was generated normally after master history. All
executable SQL and journal history are preserved; the five retained
snapshots are0435–0439. Every Legacy-owned patch and unrelated
actual-master blob/mode is preserved.
- Published exact head `1645970a9322d1213ba25fc7b52366c285682977` passes
all current required checks: 68 successful contexts and eight expected
skips after exhaustive pagination and superseded-run accounting. The
fresh complete Greptile review scores this exact head 5/5. All four
inline review threads are resolved. The latest Ponytail turn stopped
without a verdict; one normal retry was requested, with no active turn
or new finding observed. No old-head score is used. The original
old-base policy failure, its dependent aggregate failure, and the
corrected description-gate failure remain recorded. No full local
repository suite is claimed; remote typecheck, test and build gates
pass.

To repeat the real database coverage, set both
`PAPERCLIP_RECOVERY_DEADLINES_TEST_DATABASE_URL` and
`PAPERCLIP_RECOVERY_DEADLINES_TEST_ADMIN_DATABASE_URL` to the same fresh
dedicated test database and run the selected
`recovery-deadline-acceptance.test.ts` cases with one worker. An unset
URL, skipped case or filtered registration is not acceptance.

The fixtures use controlled local processes and real PostgreSQL.
Reconstruction creates new service owners inside the same test process.
They do not prove deployed Cloud alarms, physical host/database
suspension, new-host recovery or Native capacity settlement. The
original30-second retry remains below the Cloud270-second minimum wake
lead.

The merge projection also includes actual master
`c3180398faca815fed7a62674bd4b0c4e88884ae`, whose common completion path
now sends deferred/recovery notifications. Its unpublished normal merge
tree is `16b028d57150f8caa576e913f38343a365b542dd`. Normal Shared/SDK,
Runner TypeScript and the full App graph pass on that combined source.
One unchanged ordinary-issue acceptance case was rerun there: an actual
failed process retains the original automatic retry deadline, admits one
useful successor, and passes the settlement, authority and no-duplicate
assertions. It passed in 45.055 s; 18 filtered registrations are not
acceptance. All known owners and groups closed, and the independent
final database audit found zero remaining test sessions. The successful
database was removed normally. Recorded worker socket peak is
unavailable for this run; parent-process zero values are not used as
worker measurements. All 29 Legacy-owned paths and every unrelated
master blob and mode are preserved.

Two outside-diff review observations concern existing waiting-chat
compaction and cross-host Native result-lease recovery. Their files are
byte-identical to current master. This focused Legacy change does not
fix or qualify those separate paths.

## Risks

Settlement proves exact local closure. It does not cover live provider
work, Native ownership, cancellation, costs, claims, cleanup debt or
changed authority. Independent checks remain.

Ship normal migration0439 with the reader and writer. Preserve
executable history and the newest five snapshots0435–0439. Generate the
MCP child's next migration normally after this parent.

The prerequisites are merged; the final remote checks must use this
integrated exact head. This proof uses controlled local processes and
external PostgreSQL. It does not establish deployed Cloud alarm
acceptance, physical host or database suspension, cold host recovery, or
R5 Native capacity settlement. The30-second retry is below the Cloud
minimum wake lead.

This focused repair follows the roadmap's bounded recovery and Cloud
deployment work. It adds no new provider policy.

## Model Used

OpenAI `gpt-6.1-sol` assisted with readers, fixtures, source review and
verification through Codex. A coordinating GPT-6-family agent
implemented and reviewed shared lifecycle wiring and integration. Tools
included Git, native TypeScript checks and controlled tests. Exact
served revisions and context limits 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 and its available capability
details
- [x] I have checked ROADMAP.md and related work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked existing public work and described the issue
- [x] I have not included internal issue IDs or private links
- [x] My branch name describes the change
- [x] Required focused checks pass at their explicitly recorded
source/carry scopes above
- [x] I have added or updated meaningful tests
- [x] I have recorded the internal contract and migration requirements
- [x] I have documented risks and evidence limits
- [x] All required published exact-head Paperclip CI gates are green
- [x] Published exact-head Greptile is 5/5 with no open findings in this
focused diff; separate unchanged master observations are identified
above
- [x] I will address reviewer findings before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Codex <noreply@openai.com>
2026-11-07 00:56:04 -06:00
DottaandPaperclip 374a918d67 fix(runner): retain qualified OpenCode artifacts for cold recovery (#19622)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native recovery must keep admitted provider state and useful
workspace files.
> - OpenCode binds its saved session to exact executable paths and
hashes.
> - A replacement image can remove those files even when session data is
saved.
> - Retaining a manifest alone cannot restore the missing launch files.
> - This pull request saves the qualified files before provider work and
restores the same owned paths.
> - The benefit is cold continuity without relaxing the Runner guard or
replaying a prior turn.

## Linked Issues or Issue Description

Refs #19558. That fix retains the selected pack for ordinary
continuation. This change adds durable file retention for a cold
allocation. Related #19487 adjusts the admission budget; it does not
retain launch files. A search of open and closed OpenCode cold/durable
artifact PRs found no duplicate.

**What happened?**

A saved OpenCode session could outlive the image that supplied its Node
executable, proxy, and native executable. A new image supplied different
bytes. The Runner then correctly refused the changed launch profile. The
saved harness did not contain the old files.

**Expected behavior**

Core must save qualified launch files before the first turn. It must
restore those exact files under the same owned account and absolute
paths. Unknown ownership, missing files, and changed hashes must still
stop recovery.

**Steps to reproduce**

Start an admitted remote OpenCode session. Save its workspace, encrypted
checkpoint, and harness data. Destroy the original allocation and
controller files. Restore into a new allocation with an image whose
qualified proxy has different bytes. Resume the same session. The new
opt-in local qualification command automates this path with actual
OpenCode and a local synthetic model.

## What Changed

- Store company-bound, encrypted launch objects and canonical run/backup
references. Generate migration 0438 through the normal database
workflow.
- Stage qualified Node, proxy, and native OpenCode files under a private
content-addressed OS-account home. Record the account UID and exact
launch paths. Preserve the Rust profile guard.
- Gate first provider work on durable capture under the current native
claim. Bound Stop/deadline waits while the actual late transfer keeps
its worker and scratch ownership until settlement. Restore cold caches
with verified staging and atomic rename. Keep live reattachment and
historical image-rooted sessions on their existing paths.
- Reuse bounded canonical expiration owners. Atomically fence old
checkpoint authority with a strict company/run-scoped retirement marker
before external deletion. Keep its indexed cleanup anchor across failed
deletes and restart. Preserve earlier resume handles and reject later
header or source-consumer writes. Add no idle scan or network call
inside a transaction.
- Add storage, race, executor, filesystem, and actual Rust resume
regressions. Add the opt-in local Linux qualification command and
operating limits in `doc/opencode-cold-recovery.md`.

## Verification

- RED before repair: real PostgreSQL/AES cold restore lacked the launch
files; normal executor preparation chose the new image pack. Separate
regressions exposed lost upload receipts, missing cache repair,
last-owner retirement, an account-UID mismatch, and a resume-handle race
during external deletion. Each expected failure was captured before its
repair.
- Local qualification before the final master integration: 1,169
executor tests, 233 storage/archive/admission/expiration tests, all
seven server typecheck layers, migration safety, and the actual Rust
cold-resume test passed.
- The maintained Linux command passed with two cached immutable
Paperclip images whose proxy hashes differ. It removed the original
account/controller trees, restored the production published cwd under a
new lease, resumed the same actual OpenCode session, kept a useful file
and prior model context, and made one new synthetic model request. No
external model call or network was available in either container.
- The object-store fixture uses real encrypted StorageService streams
with an independent owned local directory. It is not hosted S3
acceptance or a complete task HTTP/actor workflow. Historical tasks
still require normal effects reconciliation and recovery after
deployment.
- Review regressions reproduced partial-cache publication,
resume-versus-deletion, fresh-writer and source-consumer resurrection,
and unbounded Stop/deadline waits before each repair. They now pass
through real filesystem, encrypted storage, PostgreSQL, and SDK
boundaries. File validation is split from database ownership (384/831
source lines).
- Clean runtime head `aadab7acc69ff959678030db46ffe2dcfbefe28f`: the
maintained actual OpenCode cold qualification passed with `dirty:false`.
It preserved the provider session and recorded launch paths, restored
useful workspace content and prior model context, and made exactly one
resumed synthetic model request. The 314,560,000-byte launch capture
took 23.118 seconds; the later harness was 833,536 bytes. Subsequent
repairs change backup-reference retirement and governed continuity-cache
classification; capture, restore, launch, and published-workspace inputs
are unchanged, so that runtime receipt remains scoped to those paths.
The continuity-break consumer is verified separately.
- Retention repair `c14d386cecf7123257918ba6a8d47307df2da397`: 68/68
affected real PostgreSQL/AES storage tests and 15/15 focused executor
authority/admission cases pass. All seven server typecheck layers pass
(source layers and unchanged test shards, with the final 590-file test
layer repeated after fixture edits). All review threads have
evidence-backed resolutions. Its subsequent CI caught the separate
lifecycle-classification gap described below. The refreshed Paperclip
review reported paused work, not a completed new review.
- Final head `4d1cd3e3309e328b11abc85adc6d78c6d0c7f55d`: all 19 focused
root-entry/executor cases and all three source declaration layers pass.
[Greptile reviewed this exact head at
5/5](https://github.com/paperclipai/paperclip/pull/19622#issuecomment-6695984874).
Final-head [CI
verification](https://github.com/paperclipai/paperclip/actions/runs/42308908167/job/128214100339)
passes: 60 successful checks, five conditional skips, and the explicitly
neutral paused Paperclip review. No check is pending or failing.
- CI also caught the launch cache missing from the session-root
lifecycle contract. Both the writer scan and a real governed-replacement
consumer failed locally before repair: old launch bytes remained in the
active root. The cache now archives with the prior session state; the
consumer verifies exact bytes are preserved in the archive and absent
from the active root.
- The latest review found that backup retirement could delete an
independent run pin while a selected session retained the checkpoint. A
real PostgreSQL/AES regression failed before the repair. Backup-only
ownership now uses a NULL-safe exact backup predicate; the run pin
belongs to fenced checkpoint expiration. The regression verifies
checkpoint decryption and launch-file restoration after pending-backup
cleanup, followed by deletion only after removing the final resume
handle.
- An executor first-session case checks new-session durable capture
through the real capture helper and receipt propagation into the actual
harness manifest at the backup boundary. Real storage cases verify the
run-profile receipt and canonical backup/run pins.
- Sequential closure reuse and simultaneous first admission are
different scopes. A deterministic two-uploader test measures both
independent uploads, one verified ready winner, loser-only deletion, and
usable restoration for both runs. Each capture is bounded to 512 MiB and
five minutes; up to three pending receipts per run are retained. There
is no claim of global single-flight capture or a company-wide egress
bound.
- Earlier optional warm-ownership verification encountered missing local
binaries. After exact-source setup, all nine ownership assertions
passed; two other suites encountered local PostgreSQL setup/teardown
contention, so those interrupted attempts are not passes. Required
current-head CI supplies the broad final coverage. No deployment or
hosted historical recovery is claimed.

## Risks

- This adds two tables and a forward migration. The file object is
bounded to 512 MiB. Capture adds one initial transfer; later harness
archives exclude those large files. Company-scoped ready objects are
shared and retained until the last canonical owner retires. Concurrent
initial admissions can duplicate bounded transfers; each keeps
independent ownership and cancellation rather than waiting on another
controller. A continuity break retains the controller cache with its
prior state until normal session-root cleanup, adding up to one bounded
launch closure per retired state.
- Cold continuity requires the same qualified Linux platform, supported
runtime dependencies, owned account UID/home, and published absolute
cwd. A mismatch fails closed. No alias or Rust guard change is included.
- Existing image-rooted profiles have no retained file object. This
change cannot backfill missing historical binaries. A fresh governed
session must reconcile prior effects first.
- Live reattachment does not read artifact objects. Storage or
provenance failures before a new turn hold admission. They do not grant
new execution, model, tool, or replay authority.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and local browser tools. The exact served model ID and
context window are not exposed in this session. No claim is made for
unavailable model metadata.

## 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>
2026-11-06 17:30:00 -06:00
Nicky LeachandClaude Opus 5.5 21a1e78852 feat(environments): add managed plugin environment rows (#19490)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A managed instance gets its instance-level environments from the
`PAPERCLIP_MANAGED_CONFIG` document
> - That document cannot declare a plugin environment yet, so a managed
instance cannot get a plugin-provided environment without manual setup
> - The full change is split into three pull requests. This first one
adds the plugin environment rows and their write floor, and nothing
calls them yet
> - The second pull request lets the managed config declare plugin
entries and provisions them at boot. The third sets the instance default
once and advertises the new managed-config capability
> - The benefit is a smaller review for each step, and no instance
changes behavior until the last step lands

## Linked Issues or Issue Description

**Subsystem affected**
Server environments (managed-config environment provisioning,
environment routes) and the board UI's adapter Test target.

**Problem or motivation**
A managed instance cannot get a plugin environment from its managed
config. Company settings cannot create one either. So each managed
instance that needs one requires manual setup.

**Proposed solution**
Over three pull requests, let an `environments` entry in the managed
config declare `driver: "plugin"`. Boot then provisions one locked row
for each plugin entry, and makes one of them the instance default once
on new instances. This pull request adds only the row layer: create or
adopt a marked row, archive it, find it, and keep tenants from editing
it.

**Alternatives considered**
Manual setup on each instance, and a new control-plane endpoint. Both
need a step outside the deploy. The managed config already delivers the
sandbox entry.

**Roadmap alignment**
This extends the existing managed-config `environments` section, which
already provisions the managed sandbox. It adds no new product surface.

## What Changed

- New `server/src/services/managed-plugin-environments.ts`, used through
new `environmentService` methods (`ensureManagedPluginEnvironment`,
`archiveManagedPluginEnvironment`, `findManagedPluginEnvironment`):
- The ensure validates the driver config through
`normalizeEnvironmentConfig` and
`validatePluginEnvironmentDriverConfig`, the same path an
operator-created plugin environment takes.
- It marks the row `managedByPaperclip: true` and
`managedPluginEnvironment: "<pluginKey>:<driverKey>"`.
- It adopts an existing unmarked row for the same plugin and driver
instead of adding a second one, so a hand-made row keeps its agents.
- A row that already matches gets no write. Changes write activity log
entries.
- Archive sets an active marked row to `archived`. The next ensure
reactivates it.
- Migration `0437`: unique index
`environments_managed_plugin_environment_idx` on `metadata ->>
'managedPluginEnvironment'`. This is the only schema change of the three
pull requests. Snapshot `0432` is pruned to keep the five newest.
- `server/src/routes/environments.ts`:
`isPlatformProvisionedEnvironment` also covers the new marker (write
floor and redaction). `managedPluginEnvironment` is a reserved marker
key, so a client cannot stamp it on its own row. Nothing provisions
marked rows yet, so the marker-clear escape hatch stays open for them.
The next pull request refuses it while the managed config declares the
row's entry.
- `ui/src/lib/adapter-test-environment.ts`:
`resolveManagedSandboxEnvironmentId` requires `driver === "sandbox"`.
The plugin row also carries `managedByPaperclip`, so the old "not local"
check could take it for the managed sandbox.

## Verification

- `cd server && npx vitest run
src/__tests__/managed-plugin-environments.test.ts` (embedded Postgres):
- The ensure creates the marked row through the plugin validator. A
second ensure writes nothing and logs nothing.
- A hand-made row for the same plugin and driver is adopted. It keeps
its id and its agents.
  - Archive, then ensure, reactivates the row.
- The ensure refuses while the plugin has no running worker, and refuses
a name that another environment holds.
  - The unique index allows one row per marker.
- `npx vitest run src/__tests__/environment-routes.test.ts`: on a
cloud-managed instance, edit, env-var edit, status change and delete of
a marked plugin row are refused, including for instance admins. The
marker alone keeps the floor. A client cannot stamp the marker. The
marker clear is allowed.
- `npx vitest run src/__tests__/environment-service.test.ts`: passes.
- `cd ui && npx vitest run src/lib/adapter-test-environment.test.ts`:
the plugin row is never taken for the managed sandbox. Under
managed-sandbox-only, an agent on the sandbox tests in the sandbox, and
an agent on the plugin environment tests there.
- `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter
@paperclipai/ui typecheck` and `pnpm --filter @paperclipai/db
check:migrations` pass.
- I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm
build`. CI covers them. `pnpm verify` asks for broader verification
because of the migration.

## Risks

- Migration: one new partial unique index on a small table. No row
carries the marker before this change, so the index cannot fail on
existing data.
- No caller uses the new ensure yet, so no instance changes behavior.
- The UI change affects only lists that hold a non-sandbox row with
`managedByPaperclip`. Today that is only the local row, which the old
check already excluded.

> 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`), Anthropic, through Claude Code
with tool use (file edits, shell, 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 16:52:43 +00:00
DottaandClaude Opus 5.5 7e3caa7bac fix(tree-control): resume work a pause gate refused after release (#19421)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board can pause an issue tree. A pause stops work. Resume or
release must continue that work once.
> - PR #19394 made release re-dispatch a run that a pause Stop
cancelled.
> - That rule covers only a run that an operator Stop ended and that the
hold snapshot named.
> - A scheduled retry that comes due during a pause is not stopped. The
dispatch gate cancels it with `issue_paused`. The release did not see it
as owed work, so the task stalled with no run.
> - This pull request makes every gate that refuses work for a pause
record the covering hold. Release then re-dispatches that work exactly
once.
> - The benefit is that a paused task with a parked retry or a queued
run continues after release, with no manual wake.

## Linked Issues or Issue Description

Refs #19394

**What happened?**
A child task had a `workspace_busy` scheduled retry. The board paused
the parent tree. The retry came due during the pause. The
scheduled-retry gate cancelled it with `issue_paused` ("Scheduled retry
suppressed because the issue is held by an active subtree pause hold").
The board released the hold. Four minutes later the child was still
`in_progress` with no run, no execution blocker, and no new activity.

**Expected behavior**
Release (or `mode: "resume"`) re-dispatches the refused work exactly
once. No reconciliation and no user message are necessary.
Stranded-issue recovery does not add a second run.

**Steps to reproduce**
1. Give an assigned child task a parked `workspace_busy` scheduled
retry.
2. Pause the parent tree.
3. Let the retry come due while the pause is active. The gate cancels it
with `issue_paused`.
4. Release the pause. No run starts for the child.

**Paperclip version or commit**
master at 4d49a31286 (includes #19394).

**Agent adapter(s) involved**
Not adapter-specific (core bug).

## What Changed

- `issue-tree-control.ts`: add `ISSUE_PAUSED_ERROR_CODE` and
`pauseSuppressionResult()`. A gate records `treeHoldSuppression: {
holdId, rootIssueId }` on a run that it refused for a pause.
- `findOwedPauseResume` now treats the latest run as owed when it is an
`issue_paused` cancellation under a pause hold. It uses the recorded
hold. For an unmarked run (a scheduled retry cancelled before this
change), it uses a snapshot pause that was active at cancellation. The
operator Stop rule does not change.
- Scheduled-retry gate (`run-dispatch/adapters/postgres.ts`,
`cancelSuppressedRetryInTx`): locks the pause row `FOR SHARE` and
records the covering hold. A concurrent release either sees the refusal,
or the retry sees no pause and runs normally.
- Queued-run claim gate (`heartbeat/queue.ts`): cancels with
`issue_paused` and the hold marker, after the agent start lock is
released. Before, the cancel re-entered that lock from inside it, and
the agent's queue stalled until the 30-second stale-lock timeout. After
the refusal is saved, the gate re-checks the hold and resumes the task
itself if release already finished (`resumeIfPauseAlreadyReleased`).
- Release (`issue-tree-resume.ts`, route): revisits the snapshot members
and every task with a run refused for that hold, also when `wakeAgents`
is set. This covers tasks created under the tree after the snapshot and
tasks moved out before release.
- `packages/db`: partial index
`heartbeat_runs_tree_hold_suppression_idx` (migration 0436, `CREATE
INDEX CONCURRENTLY`, registered as a top-level migration) for that
lookup.
- Docs: `doc/execution-semantics.md` (gate-refused work, race handling,
non-assignee and pre-fix scope) and `doc/DATABASE.md` (index).

## Verification

- Red before the fix, green after: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/issue-tree-pause-resume-run.test.ts` (21
tests).
- "resumes a parked retry the pause suppressed exactly once after
release / resume / legacy": before, `expected [] to have a length of 1`
(no resumed run). After, one `issue_tree_resumed` run with
`interruptedRunId` = the suppressed retry, no execution blocker, and the
task finished. `reconcileStrandedAssignedIssues` added no run during the
hold or after release.
- "resumes a queued run the claim gate refused during the hold exactly
once": before, the test timed out at 15 s (start-lock re-entry). After,
the run is cancelled with `issue_paused` and the hold marker, and
release re-dispatches it once.
- "resumes a refused retry on a task moved out of the paused tree before
release" and "... on a task outside the snapshot when release also wakes
members": review findings, one resume each.
- "leaves a due retry parked when the pause is released while the gate
refuses it": the test waits until the gate blocks on an uncommitted
release. The retry is not cancelled and runs once. Without the `FOR
SHARE` lock the gate does not wait and the test fails.
- "resumes work a gate refused after the release that should have
resumed it had finished": the late-refusal re-check resumes once, and a
repeated check does not dispatch again.
- "does not resume a paused-code cancellation that no pause hold
covered": negative case.
- Related suites pass locally: `src/__tests__/issue-tree*`,
`src/modules/run-dispatch`, `src/services/heartbeat/queue.test.ts`,
`heartbeat-dependency-scheduling`, `heartbeat-workspace-busy`, and
`packages/db` `client.test.ts`.
- I did not run a live staging check here. Staging APIs are not
reachable from this environment.

## Risks

- Migration 0436 adds a partial index on `heartbeat_runs`. It is built
concurrently and covers only cancelled runs with the marker, so it is
small.
- The scheduled-retry gate now takes a `FOR SHARE` row lock on the pause
hold before it cancels. Release updates that row, so the two serialize
briefly. Release does not lock issues or runs, so the lock order cannot
deadlock with the gate's issue-then-run locks.
- The queued-run claim gate now records `issue_paused` in place of the
generic `cancelled`. Stranded recovery already classifies `issue_paused`
as non-retryable. The pause resume owns that work, so recovery does not
add a second run.
- Scope limits (documented): a non-assignee run refused by a pause is
not replayed, the same as non-assignee wakes that admission drops during
a hold. Among pre-fix rows, only scheduled retries carry `issue_paused`,
so only those fall back to the snapshot. A pre-fix row whose hold is
already released does not self-recover; the staging task that showed
this bug needs one manual wake, or a new pause and release.

> 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 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file edits, 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 03:03:15 -06:00
DottaandClaude Opus 5.5 5c185db77c fix(tree-control): resume work a subtree pause interrupted (#19394)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task tree control lets the board pause a task tree and then resume
it.
> - A pause stops the runs that are active in the tree. The release must
then continue the work that was pending.
> - A child task whose run was active at pause time did not start again
after release. The child became blocked and asked for a user message.
> - A pause is an operator hold, not a failure. It must not strand work,
and it must not require reconciliation for a run that never started.
> - This pull request re-dispatches interrupted work one time on
release, and it settles a legacy Stop that never entered the adapter.
> - The benefit is that pause and resume keep a task tree moving without
manual recovery, and real safety gates stay in force.

## Linked Issues or Issue Description

**What happened?**

A parent task delegated two children. One child's run was active (in
host workspace preparation, before the adapter started) when the board
paused the parent's tree. The pause cancelled that run. After the board
released the hold, no new run started for that child. The child became
`blocked` with the execution blocker cause
`legacy_execution_requires_reconciliation`. Later the next action became
"Send a message to continue." A sibling child that had no active run at
pause time resumed normally.

**Expected behavior**

A run that a subtree pause cancels is an operator hold. On release, the
pending work starts again one time, automatically. It does not go
through execution reconciliation when the run never entered its adapter.
It does not wait for a user message.

**Steps to reproduce**

1. Create a parent task and a child task that is assigned to an agent.
2. Wake the child. While its run is in host preparation (or queued),
call `POST /api/issues/:parentId/tree-holds` with `{ "mode": "pause" }`.
3. Call `POST /api/issues/:parentId/tree-holds/:holdId/release` without
`wakeAgents`.
4. Before this change, no new run starts, and `getExecutionBlocker`
reports `legacy_execution_requires_reconciliation` for the child.

**Root cause**

- (a) The pause records each interrupted run in the hold member snapshot
(`activeRunId`). Nothing used that record on release.
- (b) Release woke tasks only when `metadata.wakeAgents === true`.
Without it, release relied on stranded-issue recovery. That recovery
stands down when the latest run was cancelled by an operator
(`isOperatorCancelledRun`). So the interrupted child had no owner.
- (c) The pause Stop of a legacy run in preparation is written directly
as `cancelled`. Legacy terminalization classifies a cancelled run with
no bootstrap evidence as an unknown outcome. It records
`legacy_execution_requires_reconciliation`, although the gated dispatch
never entered the adapter.
- Native runs: the verified native Stop does not create the
reconciliation hold, but gap (b) applies to native runs too. The release
change is runtime-independent.

## What Changed

- `issueTreeControlService.findOwedPauseResume` decides if a task is
owed one resume. The task's latest run must be an operator Stop that a
pause hold member snapshot names, recorded while that hold was active.
The task must still be executable by the same agent, and no pause may
still cover it. The obligation belongs to the run, so overlapping pauses
keep it until the last covering release.
- New `services/issue-tree-resume.ts` re-dispatches owed work with wake
reason `issue_tree_resumed` (`holdId` and `interruptedRunId` in the
context). A compare-and-set claim (`treeHoldResume`) on the interrupted
run makes the resume happen at most once. A failed wake returns the
claim.
- Pause release and `mode: "resume"` call it for every member of the
released hold, also without `wakeAgents`. When `wakeAgents` is true, the
existing loop wakes every executable member.
- A task that still has an execution blocker is not replayed. The
release writes `issue.tree_resume_wake_skipped`, the blocker stays
visible, and the obligation stays unclaimed.
- `releaseHold` updates only an `active` hold. A repeated release gets
`409`.
- `settleCancelledLegacyPreparation`: when the executor that owned a
cancelled legacy run proves that dispatch never entered the adapter, it
records bootstrap evidence and resolves that run's
`legacy-execution:<runId>` hold as `false_positive`. It also corrects an
automatic no-replay disposition and restores a `blocked` status only
when that disposition made the change. Then it re-dispatches owed work,
for a release that happened while the Stop was unwinding. It requires a
requested Stop with no existing recovery receipt, and no process,
session, native finalization, unreleased lease, or execution-start
event.
- `settleUnrecoverableExecutions` waits while a legacy executor still
holds its controller lease, and records a `legacyCancellationBlock`
receipt when it blocks a task for a cancelled legacy run.
- Docs: `doc/execution-semantics.md` and `doc/composer-stop.md` describe
the resume rule.

## Verification

- New regression
`server/src/__tests__/issue-tree-pause-resume-run.test.ts` uses embedded
Postgres, the real heartbeat, and the real tree-control routes:
- A run paused during preparation: nothing runs during the hold, there
is no blocker, and release creates exactly one `issue_tree_resumed` run
that succeeds. A second release returns `409` and creates no run.
- Release before the stopped preparation finishes unwinding (with the
periodic disposition run in between): exactly one resumed run after the
executor settles.
- An automatic no-replay disposition that ran first: the blocker clears,
the status returns to `in_progress`, and release resumes once.
- Overlapping child and parent pauses: no resume while the parent pause
remains, then exactly one resume after it is released.
- A queued run cancelled by the pause: release creates exactly one
resumed run.
  - A task reassigned to a user during the hold: no resume.
- A mid-turn legacy Stop with unknown outcome: no replay, the
reconciliation blocker remains, and `issue.tree_resume_wake_skipped` is
logged.
- Red before each fix: the first 4 cases failed on master; the 3 review
cases failed on the first PR commit. All 7 pass now.
- Also passed locally: `issue-tree-control-routes`,
`issue-tree-control-service`, `heartbeat-workspace-busy`,
`heartbeat-undispatched-execution-wait`, `execution-control-work`,
`legacy-workspace-restore-recovery`, `legacy-continuation-authority`,
`task-retry`, `legacy-execution-recovery`, `agent-conversations`,
`heartbeat-retry-scheduling`, `satisfied-connection-intents`.
- Not verified here: a live staging pause/resume. Re-check on staging
after deploy.

## Risks

- Behavior change: release now starts the work that the pause
interrupted, also without `wakeAgents`. Before, that work stayed idle.
Other idle tasks still wake only with `wakeAgents`.
- The settlement trusts the executor's adapter-entry flag. The flag is
set only inside the atomic dispatch gate, which refuses a cancelled run.
The settlement also requires no process, session, lease, or execution
event.
- A native run whose Stop has not finalized at release time is not a
target. Stranded recovery and explicit wake still apply.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edit, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:08:01 -06:00
DottaandClaude Opus 5.5 958f9aa9f3 feat(issues): limit agent-created task trees to parent and child (#19312)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents split work into tasks. A task can have a parent task.
> - Today agents can nest tasks to any depth: parent, child, grandchild,
and deeper.
> - Deep agent-made trees are hard to follow, and an agent that works on
a child task makes grandchildren by default.
> - This pull request limits agent-created trees to two levels: a
top-level task and its children.
> - A request for a grandchild does not fail. The server puts the new
task beside the requester and tells the agent.
> - Board users keep full control. They can still nest to any depth.
Existing deep trees stay valid.
> - The pull request also records which task created each new task, so
the audit trail stays complete when the parent changes.

## Linked Issues or Issue Description

No public issue exists. This is the feature description. Related: #16853
(budgets that include descendant work) also reasons about task trees;
this change does not alter its traversal.

**Subsystem affected**

Issues (tasks): create, child create and move in the issue service and
routes. Agent tools, chat suggestions and creation provenance use these
paths.

**Problem or motivation**

Agents create subtasks as deep as they want. An agent that runs on a
child task gets that child as the default parent, so its follow-ups
become grandchildren. The trees become deep and hard to read. The parent
link is also the only record of which task created a follow-up, so that
record is lost when the parent changes.

**Proposed solution**

Limit agent-created trees to a parent and its children. When an agent
asks for a grandchild, put the new task under the requester's parent and
return `parentAdjusted`. Do not reject the request. Keep board users
unrestricted. Record the originating task in a new server-set
`origin_issue_id` column. Keep `origin_run_id` as the originating run.

**Alternatives considered**

Reject grandchild requests with an error. We did not do this, because
agents then fail mid-task. Add a database constraint. We did not do
this, because existing deep trees must stay valid and nesting can return
later.

## What Changed

- Add `MAX_AGENT_TASK_HIERARCHY_DEPTH` (2) and the
`IssueParentAdjustment` type in `packages/shared`.
- Add `resolveNewTaskParent` and `planIssueParentChange` in
`server/src/services/issues.ts`. `create`, `createChild` and `update`
use the agent limit by default (`parentDepthPolicy: "flatten"`).
- The issue create, `/children` and PATCH routes pass `allow_nested` for
board users. For agents, the routes check authorization against the
parent that the server actually writes.
- The requester keeps its behavior when the server moves a task beside
it: `blockParentUntilDone` blocks the requester, and the new task
inherits the requester's workspace and privacy.
- The server never moves a task above a low-trust boundary root that
contains the requester.
- These subsystems keep any depth, because they find their work by
parent: watchdog reviews, monitor recovery, email-channel placement, and
routines that a person configured.
- An agent move of a task that has children skips only the parent change
and returns `reason: "has_children"`.
- Add `issues.origin_issue_id` (nullable, `on delete set null`, indexed)
in migration `0434`. Only the server sets it. The `createdFrom` detail
field, the `createdFromIssueId` filter and task-creation provenance read
it first.
- Chat prompts now let a chat agent create one task, a task with
children, or separate tasks. The conversation is never a parent.
- The runner `create_task` tool accepts an optional `parentTaskId`. A
chat agent can create a top-level task and then put subtasks under it.
The run must be able to read and change the parent. A conversation is
never a parent. The depth limit still applies. Project tools map the
field to `parentId` through the issue route. The protocol manifest,
semantic contracts and eval fixture are regenerated.
- Watchdog runs that have an active watchdog keep their requested parent
on all create paths, because their access is limited to the watched
subtree.
- Fix a bug that the test drive found: the chat (MCP) `create_task`
ignored the requested `status`, so a `backlog` task became `todo` and
started to run. It now uses the same rule as the native tool.
- Update `skills/paperclip`, `doc/SPEC-implementation.md`, and add the
plan `doc/plans/2026-11-05-two-level-task-hierarchy.md`.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-task-hierarchy-depth.test.ts
src/__tests__/agent-task-hierarchy-depth-routes.test.ts`: 19 new tests
for service and route behavior, all pass.
- Related suites (64 files: issues service, thread interactions,
privacy, watchdogs, provenance, runner tool authority, decisions,
routines, project tools): 1208 tests pass. Two tests changed because of
the intended behavior and pass now. Two `email-channels.integration`
tests fail locally because the test cannot find a bundled skill file
from this worktree path. This change does not touch that code.
- `packages/db`: migration safety, snapshot drift and journal tests
pass.
- Typecheck passes for `server`, `packages/shared`, `packages/db`, `cli`
and `ui` (local `ui` errors come only from generated Storybook catalog
files that are absent).
- Local test drive on an isolated instance with real Claude agents: 29
of 29 use cases pass, including an agent on a child task (follow-ups
placed beside it, with the notice) and a chat that creates a top-level
task with three subtasks.
- I did not run the full `pnpm test:run` or `pnpm build` locally. CI
runs them.

## Risks

- Behavior change for agents: some follow-ups that were grandchildren
are now siblings. The parent of the requester is woken when all its
children finish, which now includes these tasks.
- The runner `create_task` input contract adds one optional field, so
the protocol manifest and the pack contract change. The tool output does
not change: it shows the actual `parentId`, and the activity log records
`parentAdjusted`.
- Migration `0434` adds a nullable column, a foreign key and an index.
It does not backfill rows.
- `IssueCreationSource.run` is now nullable.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits, local 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 21:22:33 -06:00
f2593b7905 feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People enter that work through the workspace, agent conversations,
and tasks.
> - Coordinator and Agent Chat still require experimental enrollment.
> - Task link prefetches do not warm the compact queries used by the
default task view. Chat also waits for a request when its navigation
list already holds the conversation.
> - This pull request makes Coordinator and Agent Chat standard and
reuses the reads needed for navigation.
> - People can choose Classic workspace in Experimental settings. Cached
work can appear while fresh data loads.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Workspace selection, Agent Chat availability, and navigation between
Chat, Tasks, and task details.

**Subsystem affected**

Cross-cutting: UI, workspace preferences, instance settings, and the
database migration.

**Current behavior**

People must enable Coordinator and Agent Chat in Experimental settings.
Opening a task can repeat requests because prefetch warms the full
detail and comment queries, while the default view reads compact task
data and a recent comment window. Opening Chat waits for a detail
request even when the current person's conversation list contains it.

**Proposed behavior**

Coordinator is the standard workspace for everyone. Experimental
settings offer Classic workspace, off by default. Old Coordinator
experiment values do not select Classic. Agent Chat is available to
everyone, including instances with an old saved or managed off value.
Task link intent warms the queries used by the mounted view. Chat can
use the current person's company-scoped conversation list during
refresh.

**Reason and benefit**

People can use the standard workspace without setup. Repeat navigation
can show cached content while the server refreshes it.

**Breaking changes**

Existing Coordinator experiment and Agent Chat off values no longer
disable these surfaces. Classic requires an explicit new opt-in. The
workspace API keeps its existing response shape and audit checks. The
migration retains legacy values and adds a separate Classic preference.
Execution permissions, company access, and chat privacy checks still
apply.

**Additional context**

Roadmap check: this graduates existing surfaces and improves their
navigation. It does not add a new agent execution capability. Duplicate
searches found no open Coordinator workspace PR. Related server cache
work, Refs: #17828, addresses compact issue-list invalidation; this PR
addresses client navigation queries.

## What Changed

- Add a default-off Classic workspace preference. Derive the existing
workspace API response from that choice. Keep personal persistence,
account isolation, and audited writes in the workspace preference
service.
- Replace the Coordinator experiment control with Classic workspace. Use
Coordinator while preferences load. Update the existing settings
examples and navigation recipe.
- Retire the Agent Chat experiment control. Ignore old stored and
managed off values. Retain the compatibility key and the existing
execution and access checks.
- Reuse account- and company-scoped chat list data with its original
freshness timestamp.
- Share compact task and recent-comment query options between prefetch
and the task view. Keep full-history prefetch for Classic tasks and
expanded history.
- Add upgrade, replay, cache, account isolation, and browser switching
regressions. Update product, database, development, and roadmap
documentation.

## Verification

- Targeted preference, settings, migration, cache, and UI regression
tests passed during implementation. The cache tests hold refresh
requests pending and check that content still renders. They also check
account isolation and stale refresh behavior.
- A real browser test verified fresh Coordinator defaults, Classic
opt-in persistence, and return to Coordinator. It used an isolated
source checkout with fresh data on macOS.
- Token, migration numbering and safety, map, and Storybook catalog
checks pass after the rebase.
- Repository typecheck and build pass. Typecheck and token gates also
pass after review repairs. The broad local run passed all six chat
integration shards (1,931 tests). It then found the host-CLI-dependent
recovery fixture described below. Its remaining duplicate work was
stopped after the full current-head CI matrix passed; this is not a
claim that the broad local command completed green.
- Review repairs passed 419 UI/migration fixture tests, 19 Coordinator
navigation tests, and all 214 tests in the five affected server suites.
The 24 Chat/workspace browser tests pass, including standard Coordinator
switching and explicit Classic persistence.
- The broader browser repair run passed 85 tests. It retained two failed
assertions and skipped five later serial cases. The affected files then
passed all 11 tests after the fixes: reopen the desktop panel after
reload and open More for Audit and Connectors. This includes the five
serial cases that had not run.
- The broad local suite exposed a recovery fixture that executed the
host Codex CLI during a simulated remote probe. On a host with Codex
0.154.0, model fallback broke its fixed-model assertion. The fake
sandbox now reports Codex 0.160.0. All 20 selected recovery/provider
compatibility cases pass after the repair.
- A CLI company import/export suite timed out during server startup in
the second CI run. The port fallback is intentional in that fixture. No
root cause was established. That suite passes on the final commit in CI.
This records recovery, not a claimed product fix for the earlier
timeout.
- The first CI run exposed remaining assumptions about the retired flags
and Classic UI. The repair commit updates those fixtures and navigation
steps. It also restores the missing enabled Cases destination in
Coordinator. Earlier local recovery attempts used the wrong fixture
notification and advanced fake time during live execution; the corrected
tests use the subscribed recovery queue and wall time during execution.
- Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at
**5/5** with no new comments. The original finding is resolved.
- Current-head CI is green: **56 successful checks**, with three checks
skipped by workflow filters. This includes typecheck, build, the
complete Vitest matrix, all eight browser shards, Runner verification,
release checks, and security checks. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42132651414).
- Typecheck caught missing `pid` and `startedAt` fields in the simulated
command result. The fixture now returns the complete process contract,
and the server test-layer typecheck passes.
- Storybook catalog alignment was checked. Storybook play tests were not
run. Hosted latency and cold bundle loading were not measured.

## Risks

- The new default changes the workspace for people who previously left
the Coordinator experiment off. They can opt into Classic in
Experimental settings.
- The additive migration must run before the new server code. It is safe
to replay and preserves explicit Classic choices.
- Cached content can be stale during background refresh. Existing query
invalidation and source timestamps still control freshness.
- These changes reduce avoidable loading waits. They do not establish a
measured improvement in hosted request latency or initial bundle
download time.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 16:28:25 -08:00
DottaandClaude Opus 5.5 bf10bc695a feat(task): show the agent's context window in task properties (#19273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run through a harness (Codex app-server, or Claude through
ACPX), and the runner turns harness events into Paperclip events
> - Both harnesses report how full the model's context window is. Codex
sends `modelContextWindow` with its token usage. Claude sends `used` and
`size` in ACP `usage_update`
> - Paperclip dropped both values. The task view could not show how
close an agent is to compaction, and a compaction left no visible mark
in the task chat
> - This pull request carries the context-window occupancy through the
runner, stores it with the existing usage events, and shows it as a
"Context" row in the task Properties panel
> - It also shows a "Context compacted · 230k → 38k tokens" divider in
the task chat when the agent compacts its context
> - The benefit is that operators can see when a long task is near its
context limit and when the agent lost detail to a compaction

## Linked Issues or Issue Description

Refs #19252 (same pattern: a canonical harness event turned into
task-chat UI). Refs #19267 (status notices; it turns Claude's compaction
banner into a notice, and this PR reads that notice too).

**What existing behavior does this improve?**
The task view shows no context-window information, and a compaction is
invisible in the task chat.

**Subsystem affected**
Runner usage normalization (Rust and TypeScript transport), the PRP
usage schema, a read-only issue API, the task Properties panel and the
task-chat transcript.

**Current behavior**
Codex `modelContextWindow` and ACP `used`/`size` are dropped in the
runner. `context.compacted` always has null sizes, Claude compactions
emit no `context.compacted` event at all, and the live runner turn hides
every marker except "interrupted".

**Proposed behavior**
`usage.reported` carries an optional `context {usedTokens,
windowTokens}`. The task Properties panel shows a Context row ("10% of
258k") with a hover breakdown (tokens used, input and cached input,
output, cost, compactions). The transcript shows a compaction divider,
with sizes from the usage before and after the compaction.

**Reason and benefit**
Operators can see when a long task is close to its context limit, and
they can see where the agent's earlier context was summarized.

**Breaking changes**
None. The new schema field is optional, and the new endpoint is
read-only.

## What Changed

- PRP `usage.schema.json`: add an optional `context {usedTokens,
windowTokens}` object. Regenerate the schema bundle and the protocol
manifest.
- Rust `provider_events.rs`: add `codex_context_usage` (last request
`totalTokens` and `modelContextWindow`) and `acpx_context_usage` (ACP
`used`/`size`). ACPX `usage_update` now sets `context`.
- Rust `provider_backend.rs`: Codex `thread/tokenUsage/updated` sets
`context` on live (non-historical) usage.
- Rust `provider_events.rs`: emit `context.compacted` for the completed
`context_compaction` provider notice that #19267 produces from Claude's
compaction banner. Only this path marks a Claude compaction, so the
server counts each compaction once.
- `runnerd-codex-transport.ts`: `rehydrateRunnerdUsageNotification`
keeps a valid `context` on `tokenUsage`, so it reaches the stored
`item.completed` usage item.
- Server: new `GET /api/issues/:id/context-usage` (issue read access is
required) and `issueContextUsage` service. It reads only the assignee's
current session (the session of its newest usage report), and returns
that session's latest context reading, non-zero totals, cost, and the
count of compactions across all of the session's runs. Added to OpenAPI.
Shared type `IssueContextUsage`.
- DB: migration 0432 adds two partial indexes on `heartbeat_run_events`,
built concurrently. One indexes usage items by run and time. The other
indexes `context.compacted` events by company and session. `EXPLAIN`
shows that both lookups use them.
- UI: new `ContextUsageMeter` (bar, percentage, hover card) and
`IssueContextUsageRow` in the Execution section of Properties. The row
refreshes every 8 s while a run is active, and once more when the run
ends.
- UI transcript: `native-run-events.ts` maps `context.compacted` to a
`context` activity entry with pre/post sizes from neighbouring usage
items. `transcript-adapter.ts` turns it into a new `context_compacted`
marker variant. The live runner turn keeps that marker as its own
timeline row.
- Storybook: `task-context-window.stories.tsx` (Properties panel in a
task, all states, hover breakdowns, divider).

## Verification

- `cargo test -p paperclip-runner-core --lib provider_events` (new
tests: ACPX context, Codex context, banner compaction, notice
compaction)
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/live/runnerd-codex-transport.test.ts`
- `cd ui && npx vitest run src/components/ContextUsageMeter.test.tsx
src/components/transcript src/components/task-chat
src/components/issue-properties`
- `cd server && npx vitest run
src/__tests__/issue-context-usage.test.ts` (embedded Postgres)
- `node scripts/typecheck-low-memory.mjs`, `pnpm check:token-gates`,
`pnpm --filter @paperclipai/paperclip-runner run check:protocol-types`
- Live check on a local worktree instance through the runnerd path:
- A Codex `gpt-5.5` task showed "10% of 258k" (27k of 258k, input 77k
with 49k cached, output 1.1k).
  - A Claude Sonnet 4.6 task showed "17% of 200k" (34k of 200k).
- Storybook: Tasks and conversations / … / Task chat / Context window.
- Not verified live: a real compaction. The divider is covered by unit
tests through the same projector path the task chat uses.

## Risks

- The schema field is optional, and older runners omit it. The UI
renders nothing until a harness reports a window.
- Migration 0432 builds two partial indexes concurrently on
`heartbeat_run_events`, which is a large table. The indexes cover only
usage items and compaction events, so they stay small. They add a little
write overhead to those events.
- Claude in-progress usage rows still record zero tokens with `requests:
1`. The final turn usage is correct. This PR does not change accounting.
- A "Compact now" action is out of scope. It needs a compaction-only run
that does not produce a run result. It will come in a follow-up.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, in-app browser for Storybook and
the 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:54:27 -06:00
DottaandPaperclip 0eaabe5c0b refactor(accounting): remove company serialization from paid settlement (#18917)
Settle paid operations through operation-scoped transactions. Preserve exact ledger evidence and replay while moving aggregate budget decisions to durable deferred work.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-04 07:29:28 -06:00
DottaandPaperclip 612d9931a6 Support per-turn Runner sessions on ephemeral web servers (#18932)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The web server controls native Runner sessions in remote sandboxes.
> - An ephemeral web server must recover without its previous local
filesystem.
> - The existing admission rule accepts warm sessions. Managed Claude,
Grok, and OpenCode sessions resolve to per-turn execution.
> - Per-turn execution also needs durable provider-session bytes after
the sandbox is retired.
> - This pull request adds encrypted backup publication and removes the
warm-only admission rule.
> - Both lifecycle modes can use the existing native ownership and
checkpoint contracts during a web deployment.

## Linked Issues or Issue Description

Refs: #18518, #18529, #18826, #18835, #18841, #18864, #18887.

**What existing behavior does this improve?**

Native Runner execution on web servers with
`PAPERCLIP_EPHEMERAL_SERVER=true`.

**Current behavior**

The admission rule requires a warm Runner lifecycle. Managed provider
credentials can resolve an agent to per-turn execution, so enabling the
ephemeral deployment profile blocks those turns. A database controller
checkpoint does not preserve provider files after the old web home and
per-turn sandbox are removed.

**Proposed behavior**

Admit native execution in either resolved lifecycle. Keep provider and
credential choices unchanged. Publish encrypted provider state to shared
storage before sandbox cleanup. Restore it from a fresh web home for the
next turn. Use the existing controller lease and generation checks for
active takeover.

**Reason and benefit**

Operators can remove the web server volume without excluding per-turn
providers or forcing managed accounts into warm sessions. New native
Daytona profiles automatically enter both rolling-deployment
qualification lanes.

**Breaking changes**

The additive migration creates a backup publication ledger. Existing
volume-backed local-disk installations retain their local backup path.
S3 installations publish encrypted backups and require a stable secrets
master key. Existing-volume enrollment must import surviving session
data before detaching the volume.

## What Changed

- Admit native Runner execution independently of its warm or per-turn
lifecycle. Keep host-owned legacy execution excluded from ephemeral
deployments.
- Store private provider state as encrypted objects. Journal uploads
before I/O, read them back, and fence publication against the current
native owner. Keep the previous published backup when storage or
ownership checks fail.
- Restore exact provider bytes into a private cache. Require an exact
durable backup before sandbox cleanup. Extend the existing bounded
retention pass to retire stored objects without adding idle polling.
- Import selected legacy controller and provider state in the existing
offline maintenance process. Preserve queued work, task pointers,
pending recovery, and original files. Prefer canonical database
checkpoints.
- Preserve already-failed legacy controllers with missing original
artifact proof as encrypted archives. These archives do not become
execution authority. Successful retained sessions still require proof.
Report archival and executable imports separately.
- Verify unmanaged Grok API keys through the existing xAI account
validator. The live test exposed a readiness gap that kept remote Grok
agents paused after platform checks. Preserve failed credentials and the
separate runtime warning.
- Ingest Grok whole-prompt usage at the owning ACP boundary. Bind the
receipt to the exact outbound request/session; reject replay, conflicts,
and incomplete authority. Separate turn cost from cumulative session
cost in the sidecar schema and Rust normalization. Preserve managed
billing identity and identify direct xAI API credentials.
- Preserve published workspace directory names across cold allocations,
including destroyed-allocation cleanup. Keep unpublished epoch/lease
directories isolated and refuse to overwrite an occupied preparation.
This fixes the cold-session identity regression exposed by #18922.
- Increase bounded checkpoint-header inspection to 1 MiB. Retain the
aggregate inspection limit.
- Register all nine native Daytona profiles in per-turn and warm
rolling-deployment suites. Delete the entire departing server home,
exercise ordinary reads and writes, require active ownership transfer,
then check a later turn on another fresh server. Permit only exact
notification replay after reconnect.

Ownership stays with the existing modules: Runner validates its protocol
state; Core validates run scope and controller ownership; storage owns
object I/O; the maintenance process owns offline conversion; the E2E
wrapper owns process replacement and probes. No provider protocol is
added to the shared admission rule. Grok receipt parsing stays in its
provider module. The shared sidecar gains an explicit cost basis because
its existing price field means session-cumulative spend, while Grok
reports prompt totals. Existing consumers retain cumulative behavior
when the new field is absent.

## Verification

- Focused native admission, archive validation, publication fencing,
cleanup, readiness, legacy import, and E2E observer tests pass. Real
PostgreSQL cases verify that queued intent and historical recovery rows
stay unchanged.
- Full typecheck and build pass on the rebased branch. The review
follow-up passes server typecheck, 29 focused
PostgreSQL/archive/readiness tests, and module-boundary checks. Revision
fb8d39a7a1 reached 55 successful CI checks and Greptile 5/5 with no
unresolved threads. The Grok follow-up passes Runner/server typechecks,
238 ACP runtime/projection/usage tests, 16 sidecar-schema tests, the
Rust cost regression, and Core billing regression. The e9aae9cf revision
passed all 57 successful checks, with 5 skips and 2 neutral checks, and
exact-head Greptile 5/5. The latest 9cbec30a4f follow-up changes only
E2E catalog/admission controls; its 291 affected tests pass, all 57
check contexts succeeded (5 skips, 2 neutral), and exact-head Greptile
is 5/5 with no open review threads.
- Migration numbering and safety checks pass.
- A local real PostgreSQL/S3 roundtrip preserved 2,870,101,591 payload
bytes across 89,100 archive entries after deleting the source directory.
Restored SHA-256 matched; upload/readback took 56.5 seconds, restore
74.8 seconds, process peak RSS was 1.40 GB, and all fixture resources
were removed.
- Archives preserve contained relative links, reject link
chains/traversal, and enforce independent byte/entry/object limits.
Offline verification streams hashes. Orphaned deleted-run backups stay
on the original volume. Obsolete object retention preserves the selected
backup, live lease references, and pending uploads with owners.
- Isolated API-key Codex deployment: original active runner/session
transferred to the replacement and committed. All 567 reads, 57 writes,
and 57 readbacks succeeded. A second replacement completed a
same-session continuation with all 287 reads and 29 writes succeeding.
The strict cell failed two agent-authored shell commands; this result is
retained as failed.
- Isolated API-key Claude deployment: original active runner/session
transferred and committed. All 584 reads, 59 writes, and 59 readbacks
succeeded. A second replacement completed a same-provider-session
continuation, with 211 reads and 22 writes succeeding. The strict cell
failed an initial completion call that omitted a registered attachment
citation; the agent corrected it. This result is retained as failed.
- Isolated API-key OpenCode deployment: the same active runner/session
transferred and committed. All 481 reads, 49 writes, and 49 readbacks
succeeded. A second replacement retained the provider session and
completed useful work, with 156 reads and 16 writes succeeding. The
strict cell failed agent tool calls: a denied external-directory write,
malformed artifact hashes, and a second completion after the first
result was committed. There was one submitted/completed turn and one
committed result; reconnect notification replay was identical. This
result is retained as failed.
- Grok's real first turn now completes with settled usage and provider
cost ($0.41397); the next turn is admitted normally. That attempt then
exposed a shared workspace-path identity regression before deployment.
Three cold-restore cases reproduced it before the fix; 106
workspace/transport tests and four focused cold-restore cases pass
afterward, including destroyed allocation and occupied-directory
preservation. Server typecheck and build pass. At b5b0dbb03f both
controller switches passed the read/write probe without failure, and the
active runner retained its process while the controller generation
advanced. The third turn exposed an invalid reasoning-token subset
check; ad07e681ba fixes it with the actual receipt regression. Two later
live attempts failed with an upstream Grok rate limit before deployment.
A tiny preflight prompt succeeded before the second attempt, but the
full workload was still rate-limited. The final live gate remains
incomplete. No accounting or identity guard was bypassed. Earlier failed
attempts and their exact resource-cleanup receipts remain recorded.
- Earlier Codex/Claude/OpenCode receipts predate #18922; they establish
their tested revisions. Current-head live qualification remains pending;
#18943 separately preserves pre-enrollment logical/provider workspace
addresses and adds actual legacy migration proof. Its first Codex
migration attempt stopped safely at skill-version verification.
- Earlier attempts remain recorded: missing local provider-pack setup
blocked one Claude launch, and the observer rejected identical reconnect
replay in another. Setup and the observer were corrected before the
latest run.
- Named staging enrollment has not started. Its serving revision and
post-deployment journeys remain separate delivery gates.

- Broader E2E harness validation exposed deployment-catalog and
installed-lane coverage drift; the affected 291 controls now pass.
Twelve other failures reproduce on unchanged base 1a39dea9aa. They
concern cleanup call expectations, dated operating-overhead fixtures, a
Pi profile-version expectation and workflow-security expectations. No
baseline failure is reported as passing.

## Risks

- Provider archives can contain credentials. Objects use authenticated
encryption with scoped associated data and a wrapped data key. The
original stable master key remains required.
- Storage failure prevents publication and sandbox cleanup. Operators
must keep shared storage available and preserve the previous volume
during enrollment.
- Legacy state without verified identity cannot become executable
recovery authority. Archival preserves evidence and existing failures;
it does not recover already-lost provider files or clear blocked tasks.
- Local overlap probes establish the tested application behavior. They
do not establish Railway routing behavior or live managed-subscription
qualification.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution,
and live integration tests. The exact runtime variant 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>
2026-11-04 02:12:51 -06:00
ce332ecec0 fix(execution-admission): keep admitted project sets after settlement (#18871)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - #18746 added execution-admission storage: one admission row per
attempt and one charge row per admitted project.
> - Settlement deletes every charge row. The admission row keeps only
the primary project and an opaque context revision.
> - Thus, after settlement, the complete admitted project set is lost.
> - A retained provider session still carries the references of its
previous admission. Example: a task mentions A and B, the admission
settles, and then a user removes B from the task text. The next
admission must still count B, or start a fresh context. The primary
project or the context token cannot supply B.
> - This pull request keeps the complete admitted set on the admission
row after settlement. Charge rows stay the only active capacity.
> - The benefit is that later retained-session resolution can read the
previous set. Settled history does not hold capacity or block project
deletion.

## Linked Issues or Issue Description

Refs #18746 (corrects its storage). Related: #2831, #14333.

**Subsystem affected**

Server execution admission (`server/src/modules/execution-admission/`)
and the `packages/db` schema.

**Problem or motivation**

`settleAdmission` deletes all charges of an admission. No other storage
records the complete project set. After settlement, the set cannot be
recovered. Current task text is not a replacement, because it can change
after admission.

**Proposed solution**

Add `execution_admissions.admitted_project_ids uuid[]`. It holds the
sorted, distinct set. It is written once at admission and a trigger
blocks changes. It has no project foreign key. `{}` is a known empty
set. Null means unknown. Only settled rows can have null. Migration
`0428` fills the set of unsettled `0426` rows from their charges,
because those charges are still complete. Settled `0426` rows stay
unknown.

**Alternatives considered**

- Keep charge rows after settlement with a `released_at` column and a
partial active index. The project foreign key would then block project
deletion permanently, or the key must be removed from active charges.
One table would also hold two different facts.
- A separate history table with one row per project. This is more rows,
joins and constraints for data that is only read as a whole set by
admission ID.
- Encode the set in `context_revision`. That token is opaque and owned
by the context owner. The database cannot validate it.
- Use `heartbeat_runs.context_snapshot`. It is mutable and is per run,
not per admission attempt.

## What Changed

- Schema and migration `0428_retained_admitted_project_sets`: add
`admitted_project_ids`, a check (null only when settled, no null
elements, at most 100 entries) and an immutability trigger. The backfill
fills unsettled rows from their charges and leaves settled rows null.
The migration is safe to run again. Migration `0426` is not changed.
- `recordAdmission` writes the set. A replay compares against the stored
set. `settleAdmission` still deletes the whole charge set in one
transaction and does not change the stored set.
- Add `readAdmittedProjects` (company-scoped, by admission ID). It
returns `known` with the set, or `unknown`.
- Add a pure `retainedSessionProjects` rule: a retained session uses
previous ∪ current. An unknown previous set returns
`fresh_context_required`. No consumer uses it yet; C1b integrates
retained sessions.
- Update `doc/DATABASE.md` and `server/src/modules/README.md`.

Not changed: no public cap writes, no claim or dispatch integration, no
session integration, no provider activation, no `serialize` → cap 1
migration. Active counts still use only the indexed charge rows.

## Verification

Red, on unchanged `master` code, with the new tests:

- `server`: `npx vitest run
src/modules/execution-admission/adapters/postgres.test.ts`. The new
tests fail. With a temporary reader that uses the only storage `master`
has (charges), the settled A+B admission reads `[]` instead of `[A, B]`.
- `packages/db`: `npx vitest run
src/execution-admission-migration.test.ts` fails, because no `0428`
migration exists.

Green, with this change:

- `server`: `npx vitest run src/modules/execution-admission`: 27 passed.
The new PostgreSQL test covers: A+B admission → settlement → set still
readable, charges and counts zero, settlement replay keeps the set, a
second attempt with a different set, primaryless and empty sets, company
isolation, rollback, immutability, the check constraint, and deletion of
a project that has only settled history (its ID stays in the set). It
also checks that a project with an active charge still cannot be
deleted.
- `packages/db`: `npx vitest run
src/execution-admission-migration.test.ts`: 2 passed. The upgrade test
starts from the shipped `0426` schema with an unsettled A+B row, an
unsettled empty row and a settled row. After the upgrade the sets are
`[A, B]`, `{}` and null. A second run of `0428` changes nothing.
- `pnpm --filter @paperclipai/db typecheck` and `check:migrations`
passed. `node scripts/check-module-boundaries.mjs` passed.
- Not run locally: the server layered typecheck. The local process was
killed for memory (a 5.8 GiB limit shared with other jobs). CI runs it.

This PR does not prove C2 claim races or C3 lifecycle authority.

## Risks

- Migration: one `ADD COLUMN`, an `UPDATE` that only touches unsettled
rows (none in production, because nothing writes admissions yet), a
check and a trigger. It does not delete or rewrite data.
- Settled rows created before `0428` stay unknown. A future consumer
must start a fresh context for them. It must not treat them as empty or
primary-only.
- The stored set has no project foreign key. Company scope is checked at
admission time, under the same project locks and the charge foreign
keys.

Size: about 70 production lines (schema 8, migration SQL 22, adapter 28,
domain 15), 105 test lines and 24 doc lines. Generated metadata
(`0428_snapshot.json`, `_journal.json`, removal of `0422_snapshot.json`
by the standard pruning) is separate.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file edits, embedded PostgreSQL tests). Default context
window and reasoning mode.

## Checklist

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

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

Co-authored-by: nickyleach <331803+nickyleach@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-03 15:31:10 -08:00
DottaandPaperclip 2a16dcf629 fix(workspaces): preserve shared directory trees during enrollment (#18835)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A volume-free web server needs existing task files in durable object
storage.
> - Historical workspace records can share a physical folder or contain
other task folders.
> - A task-level migration hold cannot fence every alias, and capturing
a parent recursively duplicates nested task data.
> - Offline enrollment imports children first and verifies their durable
coverage before omitting them from a parent archive.
> - Snapshot retention preserves those child versions for as long as a
covering parent depends on them.
> - Existing files, task bindings, and archived states remain intact
through the storage migration.

## Linked Issues or Issue Description

Builds on merged #18826.

**What happened?**

The per-workspace importer could capture a shared project folder while
another workspace record still owned the same path. It also recursively
included runtime-created nested task workspaces in each parent import.
Packaged enrollment rejected existing workspace data instead of invoking
its migration owner.

**Expected behavior**

Require offline maintenance for overlapping paths. Import nested tasks
before their parents, verify every excluded directory against its saved
snapshot, preserve dependencies through retention, and resume
interrupted imports without replacing existing remote authority.

**Steps to reproduce**

Create a project workspace and another task workspace below its
`.paperclip/worktrees/` directory. Try importing either while ordinary
writers are running, then run offline enrollment. Interrupt a parent
import after upload and resume it.

## What Changed

- Add physical-overlap admission checks and an offline entry-point
guard, including global running and queued executions.
- Import pending records in leaf-first pages through the existing
migration owner.
- Verify nested snapshots by downloading, restoring, and comparing the
original source before and after parent upload; check transitive
dependencies.
- Publish parent dependency receipts under child snapshot row locks.
Retention pins those children and revisits them when the parent is
deleted.
- Index imported-child dependency lookups with a partial GIN index; a
PostgreSQL query-plan regression covers 2,500 unrelated snapshots.
- Propagate cancellation through capture and object storage operations
and preserve existing retry journals.
- Wire workspace migration into packaged maintenance and document its
preservation contract.

## Verification

- The original overlap and duplicate-parent regressions failed before
implementation.
- 73 migration and retention tests pass against real PostgreSQL and
files, including interrupted uploads, resumed batches, equal-path
aliases, changed or missing child data, nested descendants, and active
or queued executions.
- Six S3-compatible storage integration tests pass, including migration
through the maintenance owner and restoration of both parent and child
after deleting the original filesystem.
- The standalone process case was initially skipped because the worktree
had no bundle. After rebuilding the server and runtime bundle, that test
passed against PostgreSQL and S3: authenticated ready/export receipts,
preserved decision secret, blocked application routes, and clean SIGTERM
shutdown.
- Server typecheck, server build, runtime bundle build, and
module-boundary checks passed. Full repository CI passed on
97136a20b9 after targeted retries of
infrastructure-interrupted jobs.
- Review fixes resolve physical paths through symlinked ancestors and
persist each parent journal’s original capture scope, including
pre-change journals. All three new regressions failed before their
fixes. An initial abort/retry test exposed JSON object-key ordering in
the saved scope; deep equality fixes that case, and the full migration
suite passed.
- Three new fixtures initially omitted required workspace fields; one
also omitted its task binding. The fixtures now satisfy the existing
contract; production validation was not relaxed.
- The parent PR's full local suite stopped on a chat retry-notice
timeout and a following fake-timer failure. All four relevant cases
passed separately without source changes; this is not a claim that the
full local suite passed.
- No staging enrollment or live rolling-deploy result is claimed by this
PR.

## Risks

The offline flag is an internal maintenance contract: Cloud must
actually stop every predecessor deployment before starting the process.
Deep or large trees require additional object downloads and source
comparisons and may exceed one maintenance window; import journals
support retry. Dependency lookups are company-scoped and event-driven,
with no added idle polling. Unavailable archived sources and unresolved
recovery/copyback still block migration and require separate owner work.
Unsupported local providers and cleanup_failed workspaces deliberately
remain enrollment blockers: filtering them from both the batch and
eligibility would abandon local files when the volume is detached. Two
regression tests prove that rejected records keep their files and do not
acquire remote authority. Original folders and the original volume
remain retained. The additional review request to ignore parallel-write
policy, stale task ownership, or a missing task binding in offline mode
is intentionally not applied: stopping deployments does not establish
those semantics. #18841 documents the separate owner actions and adds
three offline regressions preserving their files and blocking detach.
The batch reports the first failed workspace and supports journaled
retry; it does not promise aggregate diagnostics.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. This session does not expose a more specific serving model ID
or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with 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 using the bug template
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change and contains no internal task
ID
- [x] I have run the focused tests locally and they pass
- [x] I have added tests for the changed behavior
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address reviewer findings before merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 14:50:14 -06:00
fef86e32e9 feat(execution-admission): add project concurrency policy and admission storage (#18746)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects group tasks. Agents run tasks as heartbeat runs.
> - Today, workspace mode and shared-workspace flags decide whether
tasks run at the same time. A project cannot set its own limit on
concurrent task executions.
> - A correct project limit must count every project that a task uses,
including @-mentioned projects. It must also keep the count when a
project is archived or deleted, and when a run is admitted more than one
time.
> - This change cannot go into one pull request with claims and
settlement. Thus this pull request adds only the policy semantics and
the durable accounting storage that later claims will use.
> - This pull request adds a new `execution-admission` module, three
tables and the deletion guards. No route writes a cap and no claim path
enforces it.
> - The benefit is a tested storage contract (constraints, idempotency,
rollback, indexed counts, lifecycle preservation) before any behavior
changes.

## Linked Issues or Issue Description

Refs #2831, Refs #14333 (related agent-level and adapter-level limits;
not duplicates).

**Subsystem affected**

Server execution admission (new module
`server/src/modules/execution-admission/`) and the `packages/db` schema.

**Problem or motivation**

A project cannot limit how many of its task executions are active. The
current shared-workspace flags mix resource safety with capacity. A
future project limit needs storage that records each admission attempt
and every project that the attempt charges. Run IDs cannot be the
identity, because a run can be released before dispatch and admitted
again.

**Proposed solution**

Add a separate policy table that keeps "never configured" apart from
"explicit no limit". Add admission epochs with one charge row per
distinct project. Settlement deletes the charge set in one transaction.
Later pull requests integrate claims, settlement, waits and the public
control.

**Alternatives considered**

Columns on `projects` would leak an unenforced cap through every project
reader. A project column or a `uuid[]` on `heartbeat_runs` cannot
enforce per-project uniqueness or company scope. `budget_reservations`
has no project set. A counter would be a second source of truth.

## What Changed

- Added `project_task_execution_policies`. No row means never
configured. A null maximum means an explicit "no limit". A check accepts
only positive maximums. A composite foreign key keeps the project and
company together. The row is deleted with its project.
- Added `execution_admissions`. Each row is one admission attempt of a
run: `(run_id, attempt)` is unique, and a partial unique index allows
one unsettled attempt per run. It keeps the context revision, the
nullable primary project (provenance, no foreign key) and the settlement
identity. A check sets `settlement_id` and `settled_at` together.
- Added `execution_admission_project_charges`. It has one row per
distinct admitted project, unlimited projects included. Composite
foreign keys keep the admission and the project in one company. The
project foreign key has no cascade, so a charge cannot disappear with
its project. `(company_id, project_id)` is indexed for active counts.
- Added migration `0426_absent_guardian.sql` (renumbered from `0423`,
then `0425`, as master added `0423`–`0425`). The generated SQL was
reordered so the unique indexes exist before the composite foreign keys
that need them. Snapshots `0419` and `0420` were pruned to keep five
snapshots.
- Added the `execution-admission` module (domain → application →
adapters):
- Domain: policy patch parsing and application (omitted keeps, null
clears, partial updates keep other fields, malformed values are
rejected), canonical project-set preparation (primary ∪ references,
deduplicated, ascending, bounded with an explicit `too_many_projects`
result), and the settlement replay decision.
- Application: internal `readTaskExecutionPolicy` and
`updateTaskExecutionPolicy` commands. No route, tool, CLI or import
calls them.
- Adapter: the project-set lock (`FOR NO KEY UPDATE`, ascending, one
statement), the policy store, and the storage transitions
`recordAdmission`, `settleAdmission` and `countActiveProjectCharges`.
These transitions are not exported from the module entry point. Claims
(later) must add the capacity check and the lifecycle evidence.
- Project deletion returns `409 project_execution_admission_pending`
while the project has a charge. Agent deletion returns `409
agent_execution_admission_pending` while its runs have an unsettled
admission, and removes settled history. Company deletion calls a new
module participant before it deletes runs and projects.
- Documented the tables, the lifecycle rules and the proposed global
lock order in `doc/DATABASE.md`. Added module ownership to
`server/src/modules/README.md`.

## Verification

- `cd server && npx vitest run src/modules/execution-admission` → 2
files, 26 tests pass (the Greptile finding on an empty primary ID added
an assertion to an existing test). The adapter tests use embedded
PostgreSQL and cover:
  - policy semantics, the maximum check and the company foreign key;
- charges for every distinct project, a primaryless set and an empty set
(no rows);
- replay of one admission ID, conflict on a changed record, refusal of a
second live attempt and the partial unique index;
- settlement of the whole set once, replay, a different settlement, then
attempt 2 for the same run;
- company isolation of projects, runs and admission IDs, the
duplicate-charge key, and rollback of an aborted transaction;
- active counts per project, and an `EXPLAIN` that uses
`execution_admission_project_charges_project_idx`;
- archive keeps charges, `projectService.remove` returns 409, a direct
project delete fails on the foreign key, and delete succeeds after
settlement;
- `deleteAgentDependencies` returns 409 while unsettled, and
`deleteCompany` removes only that company's admissions.
- `cd packages/db && npx vitest run
src/execution-admission-migration.test.ts` → pass. It removes the new
tables and receipt, seeds a legacy project and run, applies pending
migrations, and compares the existing rows.
- `pnpm --filter @paperclipai/db check:migrations` → pass. Five
snapshots remain (`0421`, `0422`, `0424`, `0425`, `0426`; `0423` is
SQL-only on master).
- `node scripts/check-module-boundaries.mjs` → pass.
- `packages/db` `tsc --noEmit` → pass. A scoped `tsc` of the module
entry points and domain tests → pass.
- Existing tests for the changed deletion services → 6 files, 161 tests
pass (`resource-lifecycle-events`, `prompt-injection-prevention`,
`agent-lifecycle/lifecycle`, `case-deletion`,
`project-workspace-root-provenance`, `companies-service`).
- Not run locally: the full `server` typecheck. `tsc` and `tsgo` were
stopped by the out-of-memory killer on the 7 GB machine (exit 137, also
single-threaded). The full `pnpm -r typecheck`, `pnpm test:run` and
`pnpm build` were not run locally; CI ran them on head `520b69d553`: all
gates pass, including Typecheck, Build and the 12 server test shards.
After merging master (`1c9ca5829f`) into head `c088729361`, the
migration check, migration upgrade test, module tests, module-boundary
check and `packages/db` typecheck were rerun locally and pass; CI is
rerunning the full suite.

## Risks

- Migration risk is low. It creates three empty tables and indexes. It
does not change existing tables or rows.
- Behavior changes only when admission rows exist. Nothing writes them
yet, so project, agent and company deletion behave as before.
- Later claim work must take the project-set lock in the documented
order. A claim that takes project locks after issue locks could deadlock
with project deletion.
- Settlement deletes charge rows, so a settled admission keeps its
primary project and context revision but not its full project set.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file edits, embedded PostgreSQL tests). Default context
window and reasoning mode.

## Checklist

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

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

---------

Co-authored-by: nickyleach <331803+nickyleach@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 11:35:28 -08:00
DottaandPaperclip ccc63ea458 fix(server): prove completed history before idle sleep (#18646)
Reviewed and verified at 592bce69c6.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-03 12:37:25 -06:00
DottaandPaperclip b8f8b904fa feat(routines): preserve automation ancestry through webhooks (#18772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines let external services start agent tasks through a normal
webhook.
> - A repair routine must recognize failures from work that it created.
> - The receiver added in #18714 put Sentry payload parsing and repair
policy in core routine intake.
> - This pull request replaces that receiver with verified creation
provenance on normal routine calls.
> - Sentry can filter the resulting tags before it sends a normal
routine webhook.
> - The benefit is reusable provenance and loop prevention without a
provider-specific route.

## Linked Issues or Issue Description

**Problem or motivation**

A Sentry repair alert can start another repair when its own work fails.
The dedicated receiver in #18714 solved this through a Sentry-specific
payload contract. Ordinary routine webhooks also need a trusted way to
retain the automation that created their tasks.

**Proposed solution**

Use the existing public `/fire` route and its current authentication. An
optional source run credential proves a live Paperclip caller. Store the
caller separately from webhook JSON. Follow recorded task creation links
and export bounded ancestry tags on run-failure events. Let Sentry alert
filters exclude repair-origin work.

**Alternatives considered**

Keep the dedicated Sentry receiver, accept sender-supplied origin IDs,
or filter only the immediate routine. The first couples core intake to
one provider. The second accepts unverified claims. The third misses
child tasks, standalone follow-ups, and calls through another routine.

**Roadmap alignment**

This improves the shipped Scheduled Routines and Activity log
capabilities. It does not add a new scheduler or incident system.
Related work: #18714 is the implementation replaced here; #9727 adds
source-task navigation and UI attribution; #10206 proposes exception-led
routine dispatch. This PR uses existing task creation records and does
not implement either of those broader proposals.

## What Changed

- Remove the Sentry-only route, parser, authentication exception, and
payload-specific tests and documentation from #18714.
- Add optional `X-Paperclip-Source-Run-Token` support to normal routine
webhooks. Validate the standard run JWT, company, instance, agent, live
run, and cancellation state. Authenticated routine API calls also retain
their validated caller.
- Add nullable `routine_runs.created_by_run_id`. Keep the reference
after source-run deletion so missing history becomes unknown. Separate
callers during coalescing, including legacy open tasks.
- Follow company-scoped routine receipts, creator runs, task parents,
and legacy creation activity. Mark missing, foreign, cyclic, private, or
excessive ancestry for safe alert filtering.
- Add event-local `automation_origin_status`, `automation_routine_ids`,
and `task_shareable` tags through the existing Sentry SDK hook. Cap
ancestry at 32 reads and share a 750 ms deadline across metadata and
ancestry lookup. Keep the SDK one-second wait and eight-lookup
concurrency bound. Redact the source credential from HTTP logs and
Sentry request headers.
- Preserve unexpected database failures as server errors without
rejection bookkeeping in an aborted transaction. Document 409, 415, and
422 responses for the normal webhook.
- Keep `routineScopedRunId` as generic opt-in
`X-Paperclip-Idempotency-Scope: routine` support. Default trigger
receipts and timestamped HMAC replay protection retain their current
scope.
- Add [the Sentry repair
tutorial](https://github.com/paperclipai/paperclip/blob/codex/routine-creation-provenance/docs/guides/board-operator/sentry-run-failure-repairs.md),
API documentation, OpenAPI headers, and capability-map updates.

## Verification

At commit `0f4a0051528edd1367a921a76a8050c3fd087872`:

- `pnpm -r typecheck` and `pnpm build` passed for the full workspace.
Migration numbering and safety checks passed.
- The focused service, route, Sentry, redaction, and OpenAPI suites
passed 228 tests in five files. The database Sentry resolver and OpenAPI
invocation passed 33 tests in two files. These are separate invocations
with some overlap.
- The full routine HTTP suite passed all 15 tests. The authenticated API
case failed before the caller-wiring fix and passed after it. The
fixture loads the real route-owned services. No test deadline was
raised.
- The real `@sentry/node@10.71.0` suite passed all 12 tests. It uses an
in-memory transport and sends no events to Sentry. It covers terminal
failures, saved-message interruptions, event isolation, and source-token
redaction.
- Regression tests also cover forged, expired, foreign, and cancelled
caller credentials; payload spoofing; inherited routine ancestry; legacy
coalescing; deleted history; private work; cycles; query and time
limits; database error causes; and routine-wide receipts. The new error
and budget cases failed before their fixes.
- `node scripts/check-maps.mjs` and `git diff --check` passed. The map
check covers 35 areas and 192 capabilities.
- The full local Vitest command was stopped for a required master merge
after four chat shards passed 1,278 tests. No full local pass is
claimed. An earlier combined HTTP run hit an existing malformed-ID
timeout whose original cause is not established; the final full HTTP
suite passes. An extra local run of the unchanged heartbeat scheduling
file passed 12 of 13 tests and failed a readiness-status assertion. Its
logs also reported a missing fixture user membership. The same 13-test
file now passes in current-head CI.
- All GitHub Actions checks pass on this commit. Three jobs initially
lost their self-hosted runners. One server shard initially failed while
deleting a company in an unchanged heartbeat test because of a
`company_skills` foreign key. One retry passed all affected jobs without
code changes. That server shard passed all 499 tests, and all eight
browser shards passed.
- Fresh Greptile review is 5/5 on this commit. All six review threads
are resolved. The separate Paperclip Review check remains queued. Its
bot reports that work is paused. A maintainer must resume the assigned
review work to complete that check. No full green check state is claimed
while this external gate is pending.
- Live Sentry configuration and deployment are outside this PR's
acceptance evidence. The tutorial describes setup, a controlled failure,
and a repair-origin exclusion check for operators to run after
deployment.

## Risks

- Normal app webhooks retain the sender's full JSON in company-readable
routine history and the execution task. Alert filters and task
visibility are not content scrubbers. Operators must scrub sensitive
event data in Sentry before forwarding it and keep connection tests in
setup mode.
- Existing users of `/sentry-run-failures` must move to `/fire` and add
the documented Sentry filters before enabling repair intake. The old
route is removed. Stored tasks and receipts remain.
- The additive migration uses `ADD COLUMN IF NOT EXISTS`. It does not
rewrite historical tasks or infer missing provenance.
- Unknown or unshareable ancestry is excluded by the tutorial's alert
rule. Missing history, an enrichment timeout, or more than five routine
IDs can therefore suppress a repair webhook while retaining the Sentry
error.
- An external webhook without a verified source credential starts a new
receiving-routine origin. Its JSON cannot establish upstream Paperclip
ancestry. Sentry must not store a Paperclip run credential.
- Routine-wide receipt reuse needs a stable sender key. A static Sentry
custom header is not a per-event key. The tutorial keeps delivery
deduplication separate from loop prevention.

> 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 Codex, GPT-6 model family, with reasoning, repository access,
code editing, and test execution. The session does not expose the exact
model variant 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
- [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>
2026-11-03 09:33:17 -06:00
DottaandPaperclip 86b365f992 feat(auth): add independent agent configuration read permission (#18766)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need to inspect configuration and instructions when they set
up teammates.
> - Configuration reads currently depend on configure or suggestion
grants.
> - Legacy standard agents did not receive those newer grants. Some
self-read routes also lose the target agent identity.
> - This pull request adds an independent read grant and applies only
that grant to eligible existing agents.
> - The benefit is that agents can inspect and verify configuration
without new write authority.

## Linked Issues or Issue Description

Refs #15283. Related earlier proposals: #8064 and #12050. Those
proposals target older authorization code; this change uses the current
configure/suggest model and adds a read-only rollout for existing
agents. Related bounded peer metadata proposal: #14160.

**What existing behavior does this improve?**

Agent configuration, configured skill, instruction, and revision reads
through the existing APIs and native instruction tools.

**Current behavior**

An agent needs `agents:configure` or `agents:suggest-changes` to inspect
a peer. Older standard agents can hire a teammate but cannot verify the
saved instructions. Configuration and revision routes also reject
self-reads because they authorize a company resource instead of the
target agent.

**Proposed behavior**

Add `agents:read` for redacted configuration and instruction reads. Keep
`agents:configure` as read/write and preserve suggestion-grant
compatibility. Standard new agents receive the read grant. A one-time
migration grants only reads to eligible existing standard agents.
Individual routes authorize the target agent and grant scope.

**Reason and benefit**

Read access can be granted without configuration changes, rollback, or
environment probes. Legacy agents can verify teammates without receiving
new write permissions.

## What Changed

- Add `agents:read` to the shared permission contract and standard-agent
defaults.
- Accept read, configure, or suggestion grants for configuration reads,
with target scope and the responsible-user ceiling.
- Fix target-aware self and scoped configuration, skill, and revision
reads.
- Add an audited data migration. Skip low-trust, built-in, inactive,
pending, terminated, setup, and scoped configuration/suggestion cases.
Preserve existing read scopes and later revocation.
- Update the specifications, default-permission documentation, and agent
access map.

## Verification

- Focused acceptance: 276 tests passed across seven suites on commit
`a37314df88`: authorization, real-key HTTP access, route authorization,
canonical instructions, default grants, migration replay, and lifecycle
configuration.
- The HTTP journey uses a real hashed agent API key and a disposable
PostgreSQL database. It verifies redaction, scoped reads, denied edits
and rollback, cross-company isolation, and both agent and
responsible-user revocation.
- New read-grant regressions failed before the authorization change. A
realistic paused/pausing/resuming migration fixture also failed before
the lifecycle filter correction and passed afterward. Setup-held paused
agents stay excluded.
- `pnpm -r typecheck` and `pnpm build` passed on the rebased branch; the
final lifecycle migration correction also passed the database package
typecheck and build. The latest commit changes only a test assertion.
- `pnpm --filter @paperclipai/db check:migrations`, `node
scripts/check-maps.mjs`, and `git diff --check` passed.
- Full current-head [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41641531426)
passed: typecheck, build, all general and serialized test lanes, Runner
checks, all eight browser shards, canary dry run, policy, and aggregate
gates. The local full-suite attempt was stopped after exposing the
outdated cross-company 403 assertion; interrupted local full-suite
attempts are not counted as passes.

## Risks

The migration deliberately expands redacted configuration and
instruction visibility for eligible existing standard agents in the same
company. An absent older write grant does not deny the new read
capability. It adds no write grant. Scoped configure/suggestion grants
and all existing read-grant scopes stay intact. Administrators can
remove the independent read grant after the one-time rollout; ordinary
updates and startup do not restore it. Configure and suggestion grants
still imply reads within their own scopes. Cross-company
configuration/history reads now return 404 through the common
target-aware helper. No schema change or credential-value disclosure is
added.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 07:26:27 -06:00
DottaandPaperclip 006d5691a6 feat(server): support volume-free web server handoff (#18518)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its web server also owns controller admission and user commands.
> - A rolling deployment starts a replacement before the old server
exits.
> - Shared database state alone does not preserve local agent files,
browser chunks, or in-process commands.
> - This pull request adds an opt-in ephemeral server contract and a
local overlap test.
> - The benefit is a web server that can relinquish traffic and local
files without losing acknowledged work.

## Linked Issues or Issue Description

Refs #18403, #18327, #18335, #18341.

**Current behavior**

The control-plane web server still has local agent-file authority and
local command targets. A new container can miss saved bytes or send a
command to the wrong process. An existing browser tab also needs chunks
from its original build.

**Proposed behavior**

Eligible servers share only PostgreSQL, object storage and stable
secrets. A replacement waits for readiness. The old server drains
admitted requests, keeps owner commands available through handoff, and
releases controller leases. Explicit maintenance adopts existing files
before the volume is removed.

**Reason and benefit**

This is the application prerequisite for rolling app-only deployments.
Schema migrations and permanent multi-replica operation are outside this
change.

## What Changed

- Store agent-file manifests in PostgreSQL and immutable bytes in S3.
Treat local roots as disposable projections. Preserve existing
permission checks and edit conflicts.
- Add an explicit migration, eligibility and object-retention command to
the production runtime bundle.
- Add `/api/ready`, admitted-request drain, browser restart signaling
and retained immutable UI chunks.
- Carry transaction-aware work hints across controllers during handoff
and active execution. Keep listeners closed when idle.
- Deliver durable Stop and runtime responses to the execution owner.
Recheck request lifecycle and access before response dispatch.
- Reject local-only configuration in ephemeral mode. Keep the feature
disabled for existing installations by default.
- Add an isolated PostgreSQL/S3/proxy/browser deployment harness with
independent server homes and retained failure evidence.

## Verification

- All CI checks pass on `ce17b95019d3cf1cabd357d19b6d37f96782cc5c`:
workspace typecheck, build, Runner checks, server/general tests and
browser shards. Greptile reviewed the runtime changes at 5/5 with all
findings resolved; the final commit updates maps and the plan.
- Local targeted checks passed: coordinator 27; Stop/recovery 33;
PostgreSQL command delivery 6; route/workspace regressions 8; bootstrap
Stop 1; restart recovery 75. PostgreSQL command tests simulate the
provider edge.
- Local browser proof passed 91 reads and 19 saves; reconnect took
1,013ms. The tab opened Audit from S3 after deletion of A's whole
home/build. This uses compiled workspace code and local-trusted auth,
not released containers or live agents.
- Local workspace typecheck/build passed; current server and runtime
bundle passed. The earlier broad local suite was stopped after three
hours and is not a passing receipt. Its retained failures and isolated
reruns are documented in the plan.
- Stacked #18526 adds stricter graceful-exit proof, an unready
replacement control, live Runner qualification and a Stop handoff
correction. Hosted enablement remains gated on those results and Cloud
#1096. No hosted stack has been enabled.

## Risks

- Apply migration 0422 before enabling the feature. Existing data must
pass each owner's migration and eligibility checks. Do not discard a
volume based on a single migration page.
- Durable manifests remain authoritative after the opt-in is disabled.
Rolling back to a binary that ignores them is unsupported.
- Cold directory restoration and complete shutdown timing still need
qualification before enabling a hosted stack.
- Retained UI assets must cover the supported browser and rollback
window. Cleanup is explicit; no new idle maintenance polling is
introduced.
- This change does not claim production zero downtime or authorize a
fleet-wide enablement.

## Model Used

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

## 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>
2026-11-01 01:58:54 -06:00
DottaandPaperclip 5e4cc01073 feat(workspaces): keep remote files off the webserver disk (#18403)
Keep native sandbox workspace files independent of the webserver disk. Use encrypted saved versions and Postgres ownership so a replacement server can recover files and continue work. Enable the path by default for new eligible workspaces when durable storage is configured.

Preserve explicit opt-outs and existing host workspaces. Include safe snapshot repair, Files access, import, migration and retention. Bound saved-Files resources, preserve imported Git recovery, reject unfinished Git operations, publish immutable concurrent captures, and verify permanent object-version deletion.

Validated 471 targeted local controls, build/typechecks, all 40 CI partitions, fresh Greptile 5/5 and security review. The PR records original failed attempts and scoped retries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-31 14:54:01 -05:00
DottaandPaperclip b6b57079b9 fix: evaluate status cards on committed changes and deadlines (#18401)
Reviewed and verified at 21795e222a.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-31 11:41:59 -05:00
DottaandPaperclip 8ff812cdde feat(chat): deliver proactive task messages to agent chats (#18374)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat gives each person a persistent conversation with each
agent.
> - Tasks and routines produce results outside that conversation.
> - Those runs need a safe way to bring a requested result back to the
person.
> - The server must select the agent's own chat and check the source
task's access rules.
> - This pull request adds proactive chat messages and unread
indicators.
> - People can see the result, open its source task, and reply in the
same chat.

## Linked Issues or Issue Description

**Subsystem affected**

Server, native runner tools, shared contracts, database, and UI.

**Problem or motivation**

An agent can report progress on a task or comment on an authorized task.
It cannot send a routine result to its own standing chat with the
responsible person. A morning review routine therefore cannot leave a
visible digest in that person's chat.

**Proposed solution**

Add `send_chat_message({body, idempotencyKey})` and `POST
/api/agents/me/chat/messages`. The server selects the company, agent,
and responsible person from the active run. It saves an attributed
comment and audit record in one transaction. The chat shows a
source-task link and per-person unread state.

**Alternatives considered**

A destination parameter on a generic comment tool would expose
unnecessary routing authority. A new delivery worker would add another
durable delivery path. This change uses a dedicated tool and the
existing comment and live-event paths.

**Roadmap alignment**

This extends the experimental Agent Chat capability in `ROADMAP.md`. The
existing `enableAgentChat` setting controls it. Related public work:
Refs #13282, Refs #13283, and Refs #14408. Searches for proactive chat
and unread chat found no duplicate PR.

## What Changed

- Add a focused messaging service shared by the native tool and HTTP
route. It checks current run ownership, execution mode, recipient
membership, task access, and task privacy.
- Reuse the canonical company/agent/person conversation. Save the
comment and audit record together. Keep task completion and chat
execution separate from delivery.
- Add source-task provenance and source-scoped retry keys. Identical
retries return the saved receipt. Changed content returns a conflict.
- Enforce the conversation's fixed agent at the shared comment-write
boundary. Keep normal reply cancellation and session checks.
- Add chat unread state, accessible agent dots, aggregate Chat
indicators, and visible-message read cutoffs. Refresh through existing
live events.
- Add the request-key constraint, native tool contracts, documentation,
capability maps, stories, and regression coverage.

## Verification

- Local delivery/security proof: all 38 proactive-message cases pass.
Eight credential-scope regressions and four quota regressions fail
against the prior source. The repaired delivery and canonical
cross-issue cap suites pass all 49 cases; all 31 OpenAPI tests, server
typecheck, and capability-map checks pass. The shared per-run cap covers
native and HTTP sends, mixed ordinary mutations, concurrent last-slot
contention, and retry/recovery without double charging.
- Credential tests preserve the authenticated person and authorizer;
reject bridge/test credentials and persisted skill-test runs after
task-mode changes; and recheck API-key revocation, scope, and
responsible person after destination locking. The earlier
delivery/native-authority suites passed all 74 cases before the four
quota additions.
- Four PostgreSQL contention cases cover native and HTTP sends plus
retries during a native chat mutation. All four deadlock against the
earlier source and pass with destination-before-source/run locking.
Recovery and human-reply delivery enqueue only the human comment; a
proactive digest never wakes the chat agent.
- Passed 108 companion conversation, native-authority, and OpenAPI
tests; 112 runner catalog/workflow-report tests; 47 completion-delivery
tests; and 25 project-handoff tests. Focused runner tests cover native
tool availability without generic API tools.
- All 327 affected UI tests, UI typecheck, token gates, and catalog
checks pass. The read hook retries at most three times, respects server
retry delay, coalesces only seen cutoffs, recovers on reconnect, and
cancels on scope changes.
- Real browser journeys with a deterministic process agent verify
routine-to-chat delivery, first-chat creation, unread state across
reload, the source link, secondary chat navigation, and a follow-up
reply referring to the digest. This does not qualify live GitHub
retrieval or model output quality.
- The Storybook showcase uses production components with deterministic
network fixtures. Rendered interactions pass for the landing, ordinary
read success, transient read recovery, and persistent failure after
bounded retries. Both Chat navigation variants update from two unread
chats to one while only Kodi's dot clears. Mobile and light variants
were reviewed. The existing Coordinator Recents label contrast finding
is unchanged; no Linux visual baseline archive exists.
- Current master's independent sandbox migration retains 0418.
Regenerated the feature migration as 0419 from the combined schema and
retained exactly the newest five snapshots; numbering/safety, replay,
and schema-drift checks pass.
- Workspace typecheck and build passed before PR preparation; canonical
server/UI typechecks passed again on the combined tree. Migration
`0419_slippery_impossible_man.sql` passes safety and schema drift checks
on disposable PostgreSQL, including interrupted index repair, concurrent
migrators, one-time owner read-state backfill, preserved receipts, and
two SQL replays. A default five-second local snapshot comparison timed
out; a diagnostic 30-second run passed without drift.
- Earlier failures are retained in the record: full local `pnpm
test:run` and broad shards encountered embedded-PostgreSQL startup,
timing, and provider-recovery failures. Thirteen selected
external-channel cases pass in isolation on the original and changed
sources; an unordered comment-row assertion now explicitly orders both
reads. The earlier route registry, native tool count, runner catalog,
and accessible Chat badge-name failures were fixed and passed full
remote CI on `920b3bb7db`.
- Repeated managed-skill server8 failures came from CI's newer synthetic
merge: its Cloud guard correctly rejected the old local-disk fixture.
Master independently repaired the fixture in #18385; this branch keeps
that repair unchanged. All 57 managed-skill and Cloud prerequisite cases
pass on the combined tree, and that fixture has no remaining PR diff.
- Current reviewed head `dc16f314739a6d977bed21cb1446d0e80a541578`:
Greptile 5/5 with no findings, Superagent security assessment passed,
advisory Paperclip Review 5/5 with no findings, and zero open review
threads. All 55 current-head check runs pass, with five expected skips
and the advisory review neutral at 5/5; Snyk also passes. No checks are
pending or failing. Protected squash auto-merge is enabled and is
waiting for required code-owner approval. A normal exact-head merge was
refused by the base-branch policy; no admin bypass was used. The
previous head's Superagent quota finding is fixed and covered above.

## Risks

- Chat remains company-visible. Delivery rejects a source task with
private-task, project, or ancestor restrictions.
- Read state uses a comment timestamp cutoff. The server retains
database precision and never moves a read receipt backward.
- The new unique constraint changes comment query planning. An existing
regression now uses an explicit row order. The migration builds the
unique index concurrently, then takes a brief table lock to attach it.
It uses the existing top-level migration and interrupted-index recovery
path.
- The upgrade backfills missing chat-owner read-state rows at the latest
existing agent comment. Existing read receipts remain intact. New chats
can still be unread before the human participates.
- Quota observation commits atomically with delivery. A rejected send
rolls back its attempted denial audit row and any first-chat creation;
the canonical warning remains in server logs, and previously spent quota
remains enforced. Identical/conflicting retries and receipt recovery
spend no extra slot.
- This version delivers in-app only. It adds no external-channel, push,
or email delivery.
- Local full-suite acceptance remains limited by the failures recorded
above. The feature stays behind `enableAgentChat`.

## Model Used

OpenAI Codex. PR preparation and CI work used `gpt-6.1-sol` with tool
use and code execution. The earlier implementation also used Codex, but
its exact model ID was not recorded in the visible session. The
context-window size was not provided.

## 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 focused tests locally and they pass; the broad local
failures are 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>
2026-10-30 21:39:07 -05:00
DottaandPaperclip 45a3a92e6d fix(environments): persist sandbox ownership before creation (#18357)
## Thinking Path

> - Paperclip manages companies and the agents that do their work.
> - Remote execution creates provider resources that need a durable
owner.
> - The server could create a sandbox before it saved its lease.
> - A failed lease write could leave cleanup data only on the old web
server disk.
> - This change saves a company-scoped operation before creation and
transfers ownership atomically.
> - Recovery finds the original Daytona resource or records an explicit
manual reconciliation outcome.

## Linked Issues or Issue Description

**What happened?**
A sandbox could exist without a lease after a database failure or
company rebind. Failed cleanup recording could then create a local
fallback file. Replacing that web server could lose the cleanup
reference.

**Expected behavior**
A failed admission write makes no provider call. An interrupted creation
retains a committed operation. Recovery must not create a second sandbox
or destroy an attached lease.

**Steps to reproduce**
1. Run the disposable PostgreSQL cases in
`server/src/__tests__/sandbox-creation-operations.test.ts`.
2. Reject the lease insert after the controlled provider creates its
resource.
3. Start a new receiver process with a different empty web disk. It must
find the same resource and create one cleanup owner.

Related ownership report: Refs #14672. This change addresses new
allocations before lease persistence. It does not replace existing lease
recovery.

## What Changed

- Add an idempotent migration and a small creation-operation table.
Retain original company, environment and run identities across deletion.
- Commit creation intent before run, ad-hoc lease, and plugin task
replacement calls. Fence duplicate requests and ambiguous lease commits.
- Retain a known returned task resource ID in the existing operation
before attachment. Preserve manual reconciliation and never delete an
ambiguously attached resource.
- Keep company and run authority checks and atomic lease transfer with
the lease owner.
- Reuse Daytona names, labels, read-only inspection and claimed cleanup.
Keep provider payload handling in the provider.
- Retain nonsecret credential identity hashes. Refuse recovery lookup
under a changed credential value.
- Record manual reconciliation for missing/deleted or explicitly
inactive saved credentials, versions, and provider vaults. Keep
temporary resolution failures retryable. Never reactivate a disabled
credential.
- Use transaction signals and concrete deadlines. Failed records back
off independently. Manual reconciliation stays durable and quiet.
- Remove new orphan-file fallback writes from the covered paths. Keep
legacy file replay and its tests for cutover.
- Replace obsolete fallback-producer assertions with normal-entrypoint
durability tests. Keep cleanup, diagnostics and warm handoff coverage.

## Verification

- [Independent current-head
verification](https://github.com/paperclipai/paperclip/pull/18357#issuecomment-6534744320)
passed 190/190 combined tests, 40/40 incoming TestOps tests, full
workspace typecheck, and build. PR head
`958af986130f25e136065ad30d1fdd843c46255c` has tree
`e6c3e5b02182d5941a70ccf5bf55638df3c2e28d`, identical to tested combined
commit `b9d7a9c2e9b30f0153685fb24a5f70b56132201f`. Real PostgreSQL,
compiled Rust Runner and controlled object providers were used;
external-S3 integration remains outside this local proof.
- Current head `958af986130f25e136065ad30d1fdd843c46255c` normally
merges master `8595efc20bda3ce20a9fbbf34a5d156a6fcf6d57`. The sole
conflict was the maintenance test: a parameterized case now preserves
both legacy-local `local_storage` and valid shared-S3
`provider_mismatch` checks, including the parent local receipt, exact
version identity, missing-snapshot/no-seed refusal, and unchanged
persisted row. The three master TestOps files remain intact. No
production, schema, migration, or package changes were made after the
fully qualified prior head `0b4d05505e`. Independent review approved the
resolution; the full managed-skill-content file and Cloud guard controls
pass 58/58 (105.11 seconds). [Required PR CI passed on this exact merge
head, first
attempt](https://github.com/paperclipai/paperclip/actions/runs/41136987412):
54 successful checks and three intended skips. The additional Paperclip
review is neutral at 4/5; two external Superagent checks (Contributor
trust and Security Scan) remain in progress with zero annotations and no
assessment, so they are not passing scan evidence. Greptile reviewed
exact head `958af986130f25e136065ad30d1fdd843c46255c` at 5/5; the final
thread audit has zero unresolved threads. All completed evidence below
retains its recorded revision scope. The additional Paperclip Review on
`958af98613` is neutral at 4/5 with a Ship verdict and no must-fix or
should-fix item. Its optional observation is that a generic create
rejection remains pending/manual even when an operator believes
allocation did not occur. This change preserves uncertainty because the
generic create-error contract does not prove provider absence; no new
error classification or provider-specific compensation was added.

- [Independent final-source
verification](https://github.com/paperclipai/paperclip/pull/18357#issuecomment-6534328247)
passed all 189 real-PostgreSQL/Runner and controlled-fixture cases, full
workspace typecheck, and build. The integration commit
`c8411a8528386f4824b340ec5fdaaed1efb9ea69` has the same source tree as
final PR head `0b4d05505e` (tree
`bda65efc14b4c904d0f589154db77bb160641c8c`). Controlled object-provider
coverage passed; the separately guarded external-S3 suite was not run
because the bounded local MinIO pull was unavailable. This includes the
two final compatibility fixes.
- The first final-head CI attempt exposed one E2E timing failure in
`disconnect-write-recovery.spec.ts:181`: the title stayed unchanged
through the 15-second session-recovery poll. The same original case
passed in 13.8 seconds on immediately prior head `7ec06f77b7`, and all
UI/session/E2E source is identical across those heads. The failure log
and CI artifacts are retained; no cause is claimed. One failed-job-only
retry is authorized on this evidence, without changing a timeout,
assertion, or production behavior. [The single failed-job retry
completed
successfully](https://github.com/paperclipai/paperclip/actions/runs/41133619710/attempts/2):
all 35 E2E shard cases passed (6.6 minutes), including the original
session-recovery case in 14.0 seconds. The initial failure remains
disclosed and its cause remains unproven.
- Final head `0b4d05505ee0aa72f2981cdff74761406960ec73` adds two
independently reviewed integration fixes after the complete 7ec CI
matrix exposed two deterministic failures. Server 9/12 failed legacy
local-storage maintenance because the CLI reached the new Cloud server
startup guard; server 5/12 found the Daytona package version did not
match its bumped manifest. The failed run is retained at
https://github.com/paperclipai/paperclip/actions/runs/41131204203. It is
not passing evidence and was not blindly retried.
- Maintenance now constructs the existing explicit storage dependency
after loading the required persisted Cloud snapshot, and passes it to
both maintenance owners. It can verify legacy local storage before
provider cutover while normal Cloud server startup remains guarded. The
original case reproduced red locally, then the complete
managed-skill-content and managed-cloud-prerequisites files passed 57/57
(32.05 seconds), including missing-snapshot refusal, unchanged stored
configuration, and existing server guard controls. Daytona package
version now matches manifest 0.1.10; the complete bundled package
identity file passed 14/14 (3.98 seconds), and explicit
manifest/lifecycle controls passed 2/2 (328 intentionally filtered; 3.42
seconds). An initial workspace-filter command matched no project and is
not counted as pass evidence. The final diff changes no sandbox runtime
or schema behavior. [Full CI is green on this exact final
head](https://github.com/paperclipai/paperclip/actions/runs/41133619710/attempts/2):
56 successful checks, three intended skips, one additional
incomplete/neutral Paperclip Review, and no pending or failed checks.
The neutral review is not a passing assessment. [Greptile reviewed the
exact final head at
5/5](https://github.com/paperclipai/paperclip/pull/18357#issuecomment-6529396969),
with no new actionable issues and all review threads resolved.
- Final combined head `7ec06f77b7c14a745c569d18401f16df3d26b626`
includes master managed-skills migration 0417 and shared-storage
prerequisites from `198218bf55` through normal merges. Sandbox creation
moves to generated `0418_curved_lady_mastermind.sql`; its idempotent SQL
is byte-for-byte unchanged. The regenerated 0418 snapshot contains both
sandbox creation operations and the master skill mutation receipts, and
points to the master 0417 snapshot. Master SQL and journal history
remain intact. Exactly five snapshots remain, 0414 through 0418. The
only sandbox-specific changes since the approved credential policy are
migration metadata/number and the matching test/document references; the
sandbox runtime files are unchanged.
- [Independent final combined
verification](https://github.com/paperclipai/paperclip/pull/18357#issuecomment-6533960026)
passed on integration revision `e6f05b4cf0cd`, containing final sandbox
head `7ec06f77b7` and actual master `198218bf55`: migration/declaration
checks, all 158 real-PostgreSQL/Runner and controlled-fixture cases (251
seconds), full workspace typecheck (81 seconds), and build (35 seconds).
- Final combined migration proof: fresh real PostgreSQL has both tables.
A separate original-0417 sandbox table with a retained pending row
survives two applications of the renamed 0418 SQL unchanged, with the
expected primary/index and foreign-key structure. Migration
numbering/safety checks pass. The normal runtime migration reapply case
passes 1/1 (20 intentionally filtered cases; 46.69 seconds). The first
temporary qualification harness stopped before any database assertion
because its external `.ts` file selected CommonJS; the `.mts` harness
corrected that setup and passed. Independent review approved the exact
metadata and reference diff. Earlier full suite and live-provider
results below retain their stated revision scope.

- Credential-policy head `c606d473b03709f27577a55a1dfc0b0d3b4359fd`
handles the remaining inactive-credential review warning. The existing
boundary accepts only concrete secret-owner 422 codes and exact
no-details disabled/coming-soon vault messages. Unknown 422,
authorization errors, provider wrappers, and temporary database/provider
failures still propagate. Independent source review approved this
three-file correction. No generic resolver, schema, provider protocol,
retry cap, or activation behavior changed.
- Creation/cleanup qualification at `c606d473b0`: all 39 cases pass
against real PostgreSQL (81.27 seconds). The new cases use actual
disabled/archived saved secrets, a valid disabled version, and provider
vaults created ready before normal API updates disable them or mark them
coming soon. Each remains manual through restart/repeated scans, with
zero provider lookup and no retry deadline. The independent plugin idle
blocker remains intact. The temporary 503 control retains retry
ownership and later recovers one cleanup owner. Before this correction,
all five inactive-state cases remained pending; that failed evidence is
retained. The prior 18-case known-ID task proof below belongs to
`237144fcf6`, whose helper and task path are unchanged by this
correction.

- Known-ID head `237144fcf69a249c0e0310563428c0f55ed6d55c` also
addresses the independent task-replacement reliability warning. The
existing creation operation now saves only the known nonsecret returned
resource ID before expiry validation and attachment. The write is scoped
to operation/company/original environment and allows only a missing or
matching ID. It changes no ownership state and copies no resolved
configuration, credentials, or provider payload. Independent source
review approved this four-file fix.
- The complete real-PostgreSQL task suite passes 18/18 (9.52 seconds).
Rejected attachments retain the ID through manual reconciliation and
repeated scans. A real committed attachment followed by an injected lost
response retains the same active lease and attached operation, with no
release or second create. Same-ID retries work; conflicting IDs and
foreign companies cannot change it. The initial three regression cases
failed because the ID was absent, before the fix.
- The shipped Daytona manifest does not declare task support, so it
cannot enter this generic replacement path. The dispatcher requires both
declared task support and an environmentTask worker method. Generic
drivers without creation lookup still use manual reconciliation, with a
known returned ID retained when the database write can commit. No
automatic lookup capability or unconditional compensation was added.

- Previous boundary-fix head `8ba77def151ea85eeae2db7693254db7f87673b0`
fixes the fresh review finding about missing credentials. Only known
secret-owner 404 results at the recovery secret-resolution boundary
select the existing manual outcome. Provider inspection and transient
database/provider errors remain retryable. Independent source review
approved this change.
- Secret-boundary focused acceptance at `8ba77def15`: all 34 cases pass
against isolated real PostgreSQL. The complete creation suite passes
16/16 (100.75 seconds); the complete cleanup coordinator suite passes
18/18 (99.83 seconds). The new cases use normal saved-secret creation
and deletion, confirm zero provider lookup, restart/repeated scans, no
automatic deadline, preserved independent plugin idle blocking, and no
additional idle blocker after the controlled worker supplies its quiet
proof. A temporary 503 resolution failure preserves pending ownership
and later recovers one cleanup owner. No additional live provider
resource was created.
- Failed attempts remain part of the evidence. The initial red run
reproduced the pending-operation bug and also exposed a numeric-deadline
test harness mistake, which was corrected. A later combined run reported
an existing replacement-receiver failure and a new idle-fixture
assertion failure; it was interrupted while the next test file remained
in imports. An isolated diagnostic confirmed that the manual state was
correct but the installed fixture plugin correctly blocked sleep without
its independent quiet proof. The corrected test retains that blocker
assertion before supplying the controlled worker witness. The unchanged
replacement-receiver case passes in the final complete 16-case run; its
earlier failure is not counted as a pass or assigned a proven cause. No
timeout or production idle guard was relaxed.
- Greptile reviewed previous combined head
`7ec06f77b7c14a745c569d18401f16df3d26b626` at 5/5, with no unresolved
review threads. Its CI produced the two concrete integration failures
addressed above. The earlier CI and live evidence below remain
historical evidence, not a claim that the current full gates have
completed.

- Master integration update: merged `dbff3747b8` and then latest master
`76fde891cc` without rewriting branch history. Only `doc/DATABASE.md`
conflicted; the sandbox ownership, object-backed run evidence, and cloud
configuration sections all remain. The master merges changed no sandbox
implementation, migration, or provider code. Migration numbering/safety
checks pass and exactly five schema snapshots remain. At merge head
`f5d23d4a59828835d01c150f83fa2645fb2d3bec`, the two focused
creation/coordinator suites pass all 32 cases against isolated real
PostgreSQL (64.57 seconds). Those merge-head checks precede the
missing-credential fix below. The earlier live Daytona proof still
covers the unchanged normal creation/lookup/teardown path; the new
missing-credential branch is qualified with real PostgreSQL and
controlled provider hooks.

The optional Superagent Security Scan was inconclusive on prior head
`7ec06f77b7`: its pinned PR merge-base checkout failed or timed out,
with a neutral conclusion and zero annotations. An earlier scan could
not start within 120 seconds; a bounded rerun request returned HTTP 404.
These scanner failures are not passing security-scan evidence. On final
head `0b4d05505e`, the additional Paperclip Review check is neutral: its
assigned review execution did not complete and produced no validated
assessment. Fresh Greptile 5/5 and independent source review are
separate evidence. Previous-head required CI, independent review, and
the live Daytona qualification below passed.

- [Complete previous-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41105726052)
passed at `0b5cbb763ab8faa25aa0ff1d8a405cdc0d3db409`: 53 successful
checks and three intended skips, including typecheck, full tests, build
and E2E. Greptile is 5/5 on this head and both original findings are
resolved.

- Initial head: 200 PostgreSQL runtime, creation and coordinator tests
passed. The corrected head also passes all 32 creation and coordinator
tests, including deletion before/during lookup, a failed lookup after
deletion, restart, settled polling and actual idle-safety checks. Cases
cover failed admission, failed lease writes, concurrent recovery, lost
provider replies, ambiguous transfer retries, company rebind,
environment deletion, stopped runs, lookup backoff, restart, drain and
settled SQL quiet.
- Separate receiver processes: passed. A controlled HTTP provider
retains the resource while three independent receiver processes use two
empty web disks. Recovery creates one cleanup owner and never repeats
creation.
- Fresh PostgreSQL migration and two additional applications: passed.
The pending creation row survives unchanged.
- Server TypeScript and SDK/shared build checks pass after the
corrections. Migration numbering/safety checks passed. Exactly five
schema snapshots remain.
- Daytona adapter: all 330 tests passed, including stable-name lookup,
ownership checks, deletion and the updated manifest version. An earlier
run exposed the version expectation and it was corrected. Previous-head
CI passed.
- Live Daytona acceptance passed on `0b5cbb763a`: isolated real
PostgreSQL, normal runtime acquisition through independent receiver
processes, actual Daytona plugin/SDK 0.203.0, one disposable Ubuntu
24.04 sandbox (1 CPU / 1 GiB RAM / 1 GiB disk). A forced lease insert
failure retained the committed operation; a fresh receiver with empty
disk found the same sandbox, repeated recovery retained one cleanup
owner, and the actual claimed cleanup sweep expired the lease and
resolved the operation. Independent SDK lookup returned typed not-found;
ordinary recorded-ID inspection returned destroyed. This successful
attempt made one create, one recovery lookup, and one teardown. Two
earlier failed harness/provider-confirmation attempts are disclosed in
the [live acceptance
record](https://github.com/paperclipai/paperclip/pull/18357#issuecomment-6530313054).
The coordinator independently queried all three exact resource IDs
through the SDK and confirmed typed not-found for each.
- Complete CI-affected heartbeat/plugin warm-task suites passed 21/21
after test corrections. An unchanged workspace exposure case passed in
isolation after the prior CI shard reported an unhandled readiness
rejection. Complete previous-head CI and refreshed review passed.

## Risks

- Deleted companies retain an explicit manual reconciliation outcome.
Recovery does not retry missing credentials or insert a lease for a
deleted company.
- Only Daytona declares automatic creation lookup. Other uncertain
providers retain `needs_reconciliation`. A missing creation name alone
cannot prove that a late allocation will never appear.
- Pending operations use the existing process-local signal and startup
recovery model. This does not add cross-replica wake delivery or prove
deployed sleep.
- Legacy direct provider probes and custom-image setup use separate
lifecycles. They are outside this replacement of the run-lease
orphan-file fallback. The normal Test path that acquires a runtime lease
is covered.
- Existing orphan files still require the separate cutover inventory and
settlement. This change does not delete them.
- The schema change is additive. The new SQL can be reapplied.
Historical SQL and journal entries are preserved; only the oldest
generated snapshot is pruned.

## Model Used

OpenAI `gpt-6.1-sol`, with tool use, code execution and repository
review. The harness did not report the context-window size.

## Checklist

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


The required branch status checks (`ci / verify`, `ci / e2e`) and all
test/build jobs passed on this head. The non-required Superagent
Contributor trust and Security Scan checks are still running without
findings; they are not claimed as passes. No required check or branch
rule is overridden.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 17:38:23 -05:00
DottaandPaperclip 0e15c92073 feat(skills): make managed content independent of web-server disk (#18334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use installed skills and exact version pins during execution.
> - Managed skills still depended on mutable directories on the web
server.
> - A replacement server could lose acknowledged edits or remove an
unassigned skill whose directory was absent.
> - This pull request makes immutable versions the authority for managed
content and installed repository reads.
> - The server can rebuild delivery files from durable content after
replacement.
> - This establishes skills readiness for ephemeral web servers. General
server draining and workspace recovery remain separate work.

## Linked Issues or Issue Description

**Subsystem affected**

Skills services, shared contracts, database receipts, Skill Studio, and
runtime delivery.

**Problem or motivation**

A fresh web server must discover, read, edit, and deliver protected
installed skills using the same database, object storage, secrets, and
supported application artifacts. It must not need its predecessor's
files or process memory.

**Proposed solution**

Use `managed` ownership with a null source locator. Read installed
content by immutable version. Prepare packages before a short
publication transaction. Persist execution selections before
materialization. Recover exact pinned runtime assets and reject deletion
while active or recovering pins exist.

**Alternatives considered**

Reconstructing a mutable installed directory preserves the old
source-of-truth ambiguity. Permanent dual writes create two competing
authorities. This change uses one managed model after a bounded legacy
conversion.

**Roadmap alignment**

This improves the existing Skills Manager, Studio, version history, and
Cloud execution capabilities. The maintainer supplied the implementation
contract. This does not add a separate skills product or deploy fleet
changes.

Related work: #18082 supplies immutable package storage. #17273
addresses edits outside the API for linked local skills; this PR keeps
that source category separate. #2648 is a closed earlier
ephemeral-filesystem proposal.

## What Changed

- Add managed ownership and focused content publication and execution
materialization modules. Keep the archive format and package storage
tables.
- Publish managed create, save, delete, fork, rename, restore, and
catalog content with version checks. Add durable create receipts.
Preserve file-save receipt responses.
- Return file version identities. Keep Studio drafts after a conflict
and provide an explicit reload action. A delayed reload cannot overwrite
newer typing or navigation.
- Persist exact runtime selections, including empty selections. Rebuild
pinned assets and verify their admitted digests on a replacement server.
- Preserve source access on forks and disconnected copies. Keep the
existing workspace policy category for managed skills.
- Add bounded conversion, eligibility, and independent verification
phases. Load persisted Cloud configuration in the standalone CLI without
seeding or changing it. Reject partial current versions against
installed inventories; recover only complete saved content or the exact
source. Document storage migration blockers and the compatible rollback
floor.
- Add separate-process PostgreSQL/S3 qualification and update domain,
retention, policy, and UI regressions.
- Pass the plugin worker manager into Studio execution, admit restricted
`skill_test` mode through native Runner contracts, and preserve admitted
scope across native and REST tools. Native tests cannot create ordinary
tasks, browse company data, or use external tools.
- Select the exact durable Studio revision even when unassigned or Beta
skills is off. Persist Studio output and audit atomically with native
task completion, preserving the result on replay.

## Verification

- Final revision `13e8af480b88ba6fea5737bac4bd81104d604792` passed full
CI: all 49 workflow jobs completed successfully ([run
41127396098](https://github.com/paperclipai/paperclip/actions/runs/41127396098)).
This includes typecheck, test suites, Runner checks, browser checks and
build. Greptile review 15 is 5/5 on that same revision, with zero
unresolved threads. The PR is ready for review.
- Local workspace typecheck and build passed after integrating master.
Focused checks passed: 33 execution/completion cases, 52 Runner HTTP
cases, 16 managed-content cases, 17 Studio cases, the new real-process
CLI regression, map checks and UI token gates. The CLI regression proves
inspection does not seed missing Cloud configuration. Server typecheck
passed after that fix.
- The independent-process PostgreSQL/S3 matrix passed through normal
HTTP skill routes. It covers A → B → C replacement, lost commit
responses, upload crashes, concurrent saves, binary contents and
executable delivery. Metadata listing and warm selected delivery retain
zero object downloads. Local timing measurements are recorded; they do
not establish hosted latency.
- Hosted A → B → C passed on the owned disposable test tenant with
external Postgres, S3 and a real remote Paperclip Computer. Predecessor
temporary homes were absent. C read and executed B's acknowledged
managed save. New runs used repository v1 while v2 was installed. Hashes
matched an independently checked exact upstream commit.
- Compatible image rollback to `6518b323` passed. Studio retained the
unassigned fork's C save. A fresh remote run executed the newer managed
content and historical repository pin. The actual shell event confirmed
expected hashes, stdout, exit 0 and mode 0555.
- Runtime candidate `9200e3fcb4` deployed successfully ([Cloud run
41124147876](https://github.com/paperclipai/paperclip-cloud/actions/runs/41124147876)).
The final Studio test delivered only the unassigned fork's exact v3,
executed its script and persisted a successful output snapshot.
Independent command-event inspection confirmed all three hashes, stdout,
exit 0 and mode 0555. All 14 installations were version-backed.
Independent verification checked all 25 versions: 23 remote objects, two
bundled database snapshots, zero blockers.
- The deployed image is `9200e3fcb4`. Later master integration, the
client-only delayed-reload draft guard and the CLI bootstrap have
separate automated proof. The CLI bootstrap was also exercised against
the tenant's stored configuration and storage through the same read-only
services. This PR does not claim that the deployed image is the final PR
revision.
- Live Studio checks exposed worker wiring, admission, access scope,
exact selection and completion-publication gaps. They are fixed. Failed
attempts remain in the evidence. The full local suite exceeded 80
minutes under host contention and was stopped. Later combined/isolated
local attempts also timed out; they are not counted as passes. Full CI
covers the integrated suites. Earlier CI found an obsolete restart-scope
fixture, which was corrected and passed all 52 HTTP cases.
- Reproduction and migration:
[`doc/skill-ephemeral-web-servers.md`](doc/skill-ephemeral-web-servers.md).
Source revisions, deployments, versions, run IDs, hashes and failure
history:
[`doc/plans/2026-10-30-ephemeral-web-skills.md`](doc/plans/2026-10-30-ephemeral-web-skills.md).

## Risks

- Legacy conversion requires stopped admission and retired
filesystem-authoritative writers. Pre-conversion binaries are not
supported rollback targets afterward.
- Cloud readiness requires remote object storage. Local provider
receipts and provider mismatches remain blockers until objects are
copied and verified.
- Linked local sources retain filesystem semantics and are outside the
cloud guarantee.
- Cold reads still fetch the existing archive format. Warm runtime
preparation retains the verified-cache path.
- Bundled reconciliation preserves an installed head. Existing release
snapshots remain selectable. An older server must not replace a newer
head with its shipped files.
- No production volumes, fleet defaults, or general deployment
coordination change in this PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser use. The exact backend model ID and
context-window size are not exposed in this session. No subagents were
used.

## 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>
2026-10-30 16:18:27 -05:00
DottaandPaperclip ed8fae8dbb fix(workspaces): preserve completed shallow sandbox exports (#18221)
## Thinking Path

> - Paperclip coordinates agent work and preserves its results.
> - Remote execution copies completed workspace changes back to the
host.
> - An agent can fetch a published branch with shallow Git history.
> - A full Git bundle omits the shallow boundary metadata and can fail
host connectivity checks.
> - This pull request carries the boundaries through the full-bundle
fallback and imports through normal Git fetch.
> - Recovery must also recognize completed native work on a reusable
lease without treating it as ordinary executor reuse.
> - Completed work can be saved without another provider turn, while
existing host history remains connected.

## Linked Issues or Issue Description

**What happened?**
Sandbox finalization can fail with a missing parent commit after an
agent checks out a separately fetched shallow branch. Re-exporting a
full bundle repeats the failure because Git bundles do not encode
shallow boundaries.

**Expected behavior**
Import the completed branch and saved files. Preserve existing host
ancestry and concurrent host edits. Keep normal Git connectivity and
workspace merge checks.

**Steps to reproduce**
1. Prepare a sandbox from one host commit.
2. Fetch a different published branch with depth one and check it out.
3. Save a result file and restore the sandbox workspace.

**Paperclip version or commit**
Reproduced against master before this repair. The regression fails with
the missing-parent error before the production change.

Related public context: #15268 covers rewritten history integration.
This repair handles shallow bundle transport before integration.
Searches found no equivalent open repair.

## What Changed

- Export shallow boundaries beside the full bundle when the delta import
lacks history.
- Unpack into a temporary shared bare repository. Keep parent
connections already available on the host and import with Git's shallow
fetch protocol.
- Reject malformed boundary values and retain existing connectivity,
branch, and concurrent-work merge guards. Keep boundary probes within 15
seconds without consuming the separate 60-second Git import budget.
- Let source-bound preservation recover reusable leases only for the
finalizer-selected, accepted successful native result and matching
completion contract. Retain provider-stop, physical ownership and
host-writer checks; ordinary reusable sources remain blocked.
- Classify invalid Git metadata separately from omittable unsafe
archives. Keep native finalization failed and preserve service-owned
file recovery; carry the sender's dedicated rejection across the command
boundary without transient retries.
- Share the failure allowlist across bounded run/activity projections
and cancelled-preservation selection. Migration `0416` rebuilds the
matching partial index; task chat retains the non-retryable recovery
notice.
- Add real Git, filesystem sandbox and database recovery regressions.
Update execution semantics and affected verification maps.

## Verification

- Red: real filesystem sandbox restore failed with the same
missing-parent/revision-walk error before the export repair.
- Green: 240 focused Git, workspace restore, sandbox transport and
native-finalization tests pass. Coverage includes both transfer paths,
malformed/oversized metadata, a genuinely shallow host with its original
boundary intact, and concurrent host work with both merge parents
verified.
- Red/green: a 14-second simulated probe left the final real Git fetch
only 45,893 ms before the budget split. It now retains over 55 seconds
after the probes; a 16-second probe exhausts its own budget before host
import.
- Red/green: an oversized read progress report was retried three times
before its distinct metadata classification. It now aborts the first
read before payload consumption, leaves the host tip unchanged and does
not retry.
- Red/green: the real metadata error was swallowed by best-effort export
and native finalization incorrectly returned success. Both regressions
now pass; all 240 focused Git/restore/native-finalization tests pass. A
PostgreSQL/filesystem fault-injection test also verifies retained files,
failed run, service-owned recovery barrier, no preservation receipt and
no new wake.
- Red/green: duplicate metadata produced 47 Git process starts before
deduplication; the bounded-work regression now passes. Oversized byte
and boundary inputs fail before Git probes.
- Recovery red: both reusable lease policies exhausted recovery despite
a selected accepted successful result. The assembled
PostgreSQL/filesystem path now passes for retained and both reusable
policies, including idempotent re-admission after exhausted automatic
recovery, saved files, no agent wake, and once-only existing-result
finalization.
- Source verification controls reject ordinary reusable leases,
rejected/failed/unselected results, another physical allocation owner,
and an active host writer without changing recorded state.
- The 78-test PostgreSQL/filesystem recovery/source suite passed before
the metadata classification correction. Its new persisted
metadata-failure regression also passes. Full workspace typecheck and
build pass at final head `69f10daab2`.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- Full local `pnpm test:run` attempts did not finish. They are not
counted as passes. Early focused runs exceeded 5-second and 30-second
fixture deadlines; the final serial suite passed all 176 tests with a
30-second per-test budget in 56.8 seconds.
- Red/green: both bounded PostgreSQL projections dropped the new code in
oversized results. All 19 source/projection cases now pass, plus an
actual index-predicate test that excludes a metadata repair hold and
still selects ordinary cancelled work.
- Red/green: an oversized sender `.git/shallow` lost its error type
before host validation. The real transport test now verifies one typed
rejection, no shallow-payload read, and an unchanged host tip. All 465
command/sandbox/task-chat tests pass, and token/migration gates pass.
- Full typecheck/build pass after these final contract corrections at
`69f10daab2`; all 20 PostgreSQL source/projection/index contracts pass.
All current-head CI checks passed; Greptile is 5/5 with no unresolved
review threads. Merged #18230 supplies the CI-cache and Linux
shell-fixture baseline repairs; their duplicate changes have been
removed from this PR. The final Runner lane passed after one justified
rerun of an unchanged authentication fixture timeout (all 11 fixture
tests also pass locally). Previous CI failures and incomplete local runs
remain recorded; live deployment and retained-run recovery remain
separate verification.

## Risks

- The fallback creates a temporary shared bare clone. Metadata is
limited to 64 KiB and 256 unique boundaries, duplicate/parent probes are
cached, and Git import has a 60-second command budget plus a separate
15-second boundary-probe budget. It runs only after a missing-history
import failure.
- Incorrect boundaries could hide real host ancestry. The importer
retains available parent connections, and regressions cover that case.
- The full-bundle fallback can transfer a bundle twice. This preserves
the existing fast delta path; removing that extra transfer is outside
this correctness repair.
- Preservation eligibility expands only for completed native exports on
reusable leases. It creates no provider turn and leaves ordinary
reusable leases ineligible. Database/filesystem regressions cover result
selection and competing physical/host ownership.
- The migration rebuilds one partial index; no tables, columns or user
records change. There are no agent execution admission, model, trust,
recovery permission, workflow or lockfile changes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, code execution, and browser tools.
The exact serving variant 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>
2026-10-29 20:02:53 -05:00
DottaandPaperclip f1911a4c53 perf(skills): move repository packages out of Postgres (#18082)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/205/changes/paperclip/205
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents receive selected company skills before each turn.
> - Imported skills can need files from the whole source repository.
> - The current path stores those files in Postgres and reads large JSON
payloads during preparation.
> - This pull request stores verified packages in the configured file or
object store and keeps preparation queries small.
> - It also converts old rows automatically and restores missing files
from the exact saved commit.
> - The result reduces database traffic while preserving skill versions
and repository dependencies.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Company skill import, version storage, and preparation before agent
turns.

**Current behavior**

Repository snapshot bodies live in JSONB. Skill preparation can read
those bodies again even when the files already exist on disk. Historical
packages and native assets also need a bounded cleanup path.

**Proposed behavior**

Store package archives and manifests through the existing storage
service. Keep version identities, receipts, hashes, and recovery
metadata in Postgres. Convert legacy rows after the stored package
passes read-back verification. A missing package can use legacy bytes or
its exact Git commit under current repository authorization. No separate
data-migration command is required.

**Reason and benefit**

The warm path sends no repository bodies through SQL and reads no object
bytes. Cleanup runs through the existing deadline coordinator. Current
versions, active runs, explicit pins, and authored content retain their
protection.

**Breaking changes**

The normal application schema upgrade is required. Single-version and
skill-file responses keep their existing shape. Version lists,
current-version summaries, and test-run version summaries now contain
file names and kinds without file bodies. Diff and restore fetch
selected versions through the existing single-version endpoint. Older
server builds must not write after conversion unless they support the
new package format. The storage override and rollback limits are
documented in `doc/skill-package-storage.md`.

**Additional context**

Related work: #15731 preserves repository dependencies; #17923 changes
version-cache scheduling; #18080 changes delivery to remote Codex homes.
This change owns package persistence, acquisition, and expiry. It does
not replace those delivery or scheduler changes.

## What Changed

- Add company-scoped archive receipts, exact-commit recovery recipes,
migration deadlines, and a durable object-deletion queue.
- Add bounded archive upload, read-back verification, extraction,
concurrent request coalescing, and verified local caches.
- Convert old snapshots and versions automatically. Keep legacy bytes
when verification fails.
- Recover missing files through current source authorization and the
original commit. Validate repository identity, file hashes, modes, and
the aggregate hash.
- Expire unused recoverable Git packages and native assets after 30
days. Preserve active pins and the durable copy of authored or unproven
content.
- Keep warm preparation queries metadata-only. Bound file digest caches
and avoid repeated body hashing when file identities are unchanged.
- Extend the existing storage contract with cancellation. Register
package work with the existing coordinator. Optional conversion retries
retain the original bytes and may wait for ingress without blocking
sleep.
- Add regression tests, operating guidance, a deep trace, benchmark
receipts, and an optional maintenance command.

## Verification

### Final master integration and review repair — October 29, 2026

Current head: `a6065424249e763dfeac37161f1b52a9f25bd9b7`. Commit
`f8bbdd3dbd` resolves the conflicts with master `76a796e964`; the final
two commits repair the Apex deletion findings below.

- Keep both package-maintenance and version-retention notifications in
their write transactions.
- Keep the shared run-pin predicate and master's controller-lease
deadline metadata. Package expiry reads the updated protected-version
result.
- Preserve every master migration entry. Generate migration **0415
(`0415_zippy_zemo.sql`)** after master's 0414. Its skill SQL is
byte-for-byte unchanged from the previously tested idempotent migration.
Retain only the five newest schema snapshots. Migration numbering and
safety checks pass.
- Repair failed file/folder deletion: preserve a complete temporary
subtree until transaction commit, restore on upload or SQL failure, and
restore callback failures before releasing the mutation lock. Both
PostgreSQL regressions reproduced missing files before the fix and now
pass. They cover binary data, executable permissions, empty folders,
unlisted files, unchanged database/version rows, successful retry after
upload-claim expiry, and historical reads.
- Reconcile lost commit replies under the same advisory and row locks.
Check the saved version and source identity before restoring. Keep
committed deletions intact and preserve backups when the database
outcome is unknown or a newer edit exists. Four real-PostgreSQL outcome
tests pass; the prior code failed three of them.
- Full workspace typecheck and production build pass on the final
commit. All **204** focused PostgreSQL package/cache/retention/authoring
and filesystem-boundary tests pass, with none skipped.
- Apex review **18 passes 5/5**, with zero new comments on the exact
final head. All **34** review conversations are resolved.
- [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40914116508)
completes successfully on attempt 2. The head has **55 successful
checks**, two neutral reports, two skipped checks, and a successful Snyk
status. No checks are pending or failing. All eight browser shards pass.
- Runner Vitest 2/2 timed out once in the unchanged ACPX
controller-replacement fixture. The same job passed on the preceding
commit. One unchanged CI retry passes all five ACPX recovery cases,
**2,253** Runner package cases and **126** native server integration
cases; their standard one and five skips remain. The initial timeout's
root cause is not established. Local diagnosis also hit the fixture's
eight-second session.open timeout with an authenticated Runner; no local
Runner pass is claimed.
- Both full local `pnpm test:run` attempts were stopped when Apex
identified deletion defects and source repair became necessary; neither
is claimed as a passing full local run. The final **204** focused tests,
full workspace typecheck, and production build pass. Full-suite
acceptance uses the final-head CI jobs. The superseded merge-head CI
included runners terminated by shutdown signals; each source repair
started a new full run.

- Auto-merge is enabled for squash merge. The final head is
conflict-free and all checks pass. GitHub's active master ruleset still
requires a code-owner approval for the dependency files. The existing
review requests are with `devinfoley`, `nickyleach`, and `forgottendev`;
no policy bypass was used.
- The earlier hosted stress and full native receipts below remain tied
to `a2e597d800`; they are not relabeled as a deployment of this final
integration. The earlier local PostgreSQL startup failure remains
recorded below; PostgreSQL ran successfully for this integration
verification.

### Full native skill execution — October 29, 2026

The full native-agent acceptance gap is closed on candidate
`a2e597d800eb989d565780e7aa947d5368676444`. Two qualifying native turns
used OpenAI API / `gpt-5.4-mini` in real Daytona sandboxes, on the same
disposable hosted TEST tenant as the stress test. A follow-up on the
same task consumed a newly saved skill version.

The task text asked for the assigned skill workflow. It did not contain
the proof nonce or expected receipt. The assigned authored skill
contained a Python verifier and a random package-local nonce. The agent
read the actual installed skill files and executed that verifier against
the imported, automatically converted 1,360-file repository package. It
checked the repository file count and reference/binary bytes, and
directly executed the repository's executable probe. Independent
verification matched the emitted JSON to the nonce and expected byte
hashes. The agent persisted the same receipt as its task response;
native finalization committed, workspace finalization succeeded, and
task state became Done.

| Qualifying turn | End-to-end run time | Recorded skills.prepare |
Repository files | Binary hex | Shell receipt SHA-256 |
|---|---:|---:|---:|---|---|
| Initial task | 47.881 s | 1822 ms | 1360 | `00ff07800a` |
`a1deb30dc095f2306c7aa9cc5ec396da12c68961cf5b809f4d7c20f7fc68493b` |
| Corrected follow-up, new nonce/version | 37.974 s | 377 ms | 1360 |
`00ff07800a` |
`dbcdc33fa1376b4edc136feae1cdf770560a73292467e93619efdda20e4282a7` |

Both successful shell receipts reported `probe: STRESS18082` and
`assetSha256:
e8ea7a2f15f7bb3b332a46adbef848465884c8996595aa234748befd544d1f3a`. Their
proof nonces, selected version IDs and receipt hashes differed, and both
ran on the same task. These are observed timings, not latency SLOs; they
include real provider work. The service stress-test timings remain a
separate measurement boundary.

Earlier failures remain in the evidence:

- The original five-minute Daytona allocation timeout never reached
model execution. After normal owned-stack restore, its durable cleanup
record was `expired` / `success`. The cause of that original allocation
timeout remains unknown; a later success establishes recovery only.
- Initial continuation setup used unsupported generic agent-update
fields and returned HTTP 409 before dispatch. Setup was corrected to use
the supported skill-assignment and versioned instruction commands.
- The intervening completed native turn read repository bytes and ran
the probe, but omitted the verifier JSON under the older test agent's
overly-specific instruction file. Its strict receipt validator failed;
it is not counted as a qualifying turn. Correcting the test agent's
instruction file and sending an explicit task-scoped wake produced the
qualifying follow-up above.
- The pinned application's immutable rate card omits `gpt-5.4-mini`, so
completed usage triggered the normal block-on-unpriced budget policy.
Supported append-only accounting corrections estimated the three
completed runs using the [official OpenAI model rate
card](https://developers.openai.com/api/docs/models/gpt-5.4-mini): $0.75
input, $0.075 cached input, $4.50 output per million tokens, assuming
standard processing. Estimates totaled 12.482655 cents. Original usage
and missing-price records are preserved; the $1 hard stop and
unpriced-usage guard stayed active.
- Model shell attempts included a missing `xxd` command and incorrect
guessed file paths. Those failed calls and subsequent successful actual
verifier calls remain visible in complete event streams. No
zero-tool-error claim is made.

No product source changed during this continuation. The previously
measured contention, cold-start and memory limits remain. The later
merge resolution is covered by the separate integration checks above;
these hosted receipts qualify their recorded candidate.


### Hosted stress test — October 29, 2026

**Hosted acceptance:** full native-agent execution and a changed-skill
follow-up pass on the recorded hosted candidate. The final integration
section above records the subsequent conflict resolution and its
separate checks.

Tested baseline `929e840595c8933ca485ac7a2e99413e1e11ca64` and this
exact candidate sequentially on one disposable TEST tenant, with
external Neon PostgreSQL and actual S3. The fixture contained **1,360
files / 22.4 MB / ten skills sharing one repository**. Measurements
cover deployed skill-preparation and native-context services in an
adjacent diagnostic process, not a complete agent turn. The container
had **24 vCPU / 24 GB**.

| Warm workload | Median before → after | p95 before → after | DB
returned value bytes/preparation before → after |
|---|---:|---:|---:|
| One skill, serial | 1,060 → 125 ms | 1,303 → 155 ms | 22,610,389 →
1,771 |
| One skill, four concurrent | 4,415 → 297 ms | 5,143 → 328 ms |
22,610,389 → 1,771 |
| Ten skills, serial | 5,723 → 535 ms | 6,057 → 600 ms | 224,739,030 →
10,671 |
| Ten skills, four concurrent | 24,410 → 1,986 ms | 24,833 → 2,221 ms |
224,739,030 → 10,671 |

- Candidate warm preparation performed **zero S3 GETs**. Ordinary-pool
queries fell from 16 to 9 for one skill and 61 to 9 for ten, excluding
dedicated lock connections. DB numbers measure returned values before
Drizzle decoding, not wire bytes. Baseline/candidate sample counts were
30/100, 32/100, 5/50 and 8/48 respectively; the small baseline ten-skill
samples are comparative evidence, not SLO estimates.
- **Application-UID soak:** 800 ten-skill preparations over 10.3
minutes, four workers paced by 2.5 seconds; **zero failures**, median
**559 ms**, p95 **775 ms**, p99 **910 ms**, zero warm S3 reads. All 726
accompanying health/company-list requests returned HTTP 200. Their
end-to-end p95 was 569/502 ms, including network latency. The probe
overlaps most of the soak. Soak DB-response capture was limited to its
first 60 seconds.
- **Important remaining costs:** an unpaced 16-way ten-skill burst had
p95 **8.32 seconds** because company-level preparation serializes. Cold
preparation took approximately **1.1–2.5 seconds** for one skill and
**7.4–10.0 seconds** for ten. Ten-skill diagnostic RSS remained about
**1.17 GiB** (baseline 1.18 GiB), and the soak peaked at **1.35 GiB**. A
concurrent whole-container sample was 3.45 GB. This does not establish
suitability for a small-memory host or eliminate per-entrypoint native
asset duplication.
- **Upgrade without a manual data migration passed:** legacy snapshot
JSON shrank from 22,465,691 bytes to `[]`, with a stored package and
zero pending conversions.
- **Recovery passed:** sixteen concurrent cold requests coalesced into
two S3 GETs; full bytes/binary/executable modes matched; same-size
corruption repaired; an injected storage failure preserved warm access
and failed cold access safely. A disabled public-Git source denied
recovery, and after the actual five-minute backoff its exact SHA
reconstructed all 229 files. Cross-company descriptor access was denied.
Private-Git credential revocation was not tested.
- **Retention passed:** reclaimed 27,754,496 allocated cache bytes,
deleted an unreferenced package row and both objects, preserved aged
authored history, and expired/reacquired reconstructible Git content. A
version pinned by the failed native run was correctly retained. Only
owned fixture timestamps were aged.
- **Browser UI passed:** authored skill creation, saved edit surviving
reload, version history, and restoration of earlier content.
- **Initial native attempt (superseded by the qualifying turns above):**
one real run failed at Daytona allocation after five minutes
(`setup_failed`), before any model execution. Provider cleanup also
reported failure. That attempt does not count as a passing native turn.
Its receipt and all evidence remain preserved; its cleanup later
recorded success after normal restoration.
- Initial A/B commands ran as SSH root. Diagnostic-owned lock/cache
permissions caused one setup HTTP 500 and the first UID-1000 soak to
fail; exact fixture paths were repaired. The final soak, retention and
recovery ran as application UID 1000. A fresh UID-1000 one-skill batch
also passed (30 samples, median 116 ms, p95 321 ms, 1,771 DB value
bytes/preparation). Earlier harness-export, SSH, npm provenance, backoff
and UI-wait failures remain recorded alongside their successful retries.
- Private evidence includes raw timings, assertions, HTTP probes,
screenshots and failure/cleanup receipts. Initial failed-campaign
cleanup suspended and retained the owned TEST tenant and released the
shared QA account lease at **15:22:41 UTC**. The tenant was subsequently
resumed under its existing ownership for the native execution
qualification above. Final cleanup completed at **15:53:09 UTC**: the
account lease is released and the tenant is suspended/retained under the
original October 30, 12:24:52 UTC retention deadline. Its separate stack
lease remains held; no active or pending-cleanup environment lease
remained. The original retention window is deliberately preserved even
after successful continuation.

- Earlier hosted-tested head:
`a2e597d800eb989d565780e7aa947d5368676444`, integrated with master
`929e840595`. The earlier merge conflicts were resolved at this head.
[Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40884087629)
passed; all checks are complete with 55 successes, two neutral reports,
two skips, and no failures. [Apex review
15](https://github.com/paperclipai/paperclip/pull/18082#issuecomment-6480257258)
passed 5/5 with zero findings on this exact head. All review
conversations are resolved.
- Ten real-filesystem boundary cases and server typecheck pass locally
for the security fix. Coverage includes cache roots, descendants,
individual files, symlink aliases, recursive ancestors, a future
concurrent cache fill, and allowed sibling directories. [Current-head
private-project integration
tests](https://github.com/paperclipai/paperclip/actions/runs/40884087629/job/123483306405)
passed all 29 cases, including authorized and unauthorized imports of a
cached private package. Full typecheck, build, server suites, all eight
browser shards, and Runner checks passed in current-head CI. Local
database tests could not run because PostgreSQL could not initialize;
this limitation is recorded below.
- The earlier generated migration preserved the newest five snapshots.
The final integration renumbers its unchanged SQL to 0415. Migration
safety/numbering checks pass. Its SQL is byte-for-byte identical to the
previously verified idempotent skill migration; repeated application on
this latest schema was blocked by the same local database startup
failure.
- The broader verification before the final migration-only rebase passed
1,025 package, lifecycle, remote-launch, native-session, and
asset-retention tests, 52 focused UI tests, full workspace
typecheck/build, token gates, and map checks. The linked complete CI run
passed before the latest focused fixes.
- A disposable MinIO instance passed multipart upload, verified
read-back, and cold restoration of an 18 MB archive.
- Twenty warm samples with a synthetic 1,349-file, 22.8 MB repository
retained five metadata queries and zero object reads. Median preparation
was 256 ms for one selected skill and 691 ms for ten, with 5 ms emulated
network delay each way. These are local measurements, not production
latency guarantees.
- No production instance was changed. Earlier verification failures and
their disposition are retained below.

<details>
<summary>Earlier failures, review findings, fixes, and rerun
evidence</summary>

- The first CI pass found a stale inventory-span expectation and a
missing repository-read span. Both are fixed; all three observability
tests pass. One browser test copied page text into its YAML parser after
reload; its first unchanged-head retry passed, but the race recurred
after rebasing. The test now waits for the renamed URL and completed
reload before copying the editor, retaining its original assertions. The
earlier full local suite did not complete cleanly: it reported setup
timeouts and assertions, while isolated relevant reruns passed. The
complete current-head CI run closes that broad verification gap. No
production instance was changed.

- The first Apex review scored 2/5 and identified six issues. The fixes
protect authored history even when it shares an in-flight Git upload,
recheck upload expiry during orphan deletion, bound failed-upload
cleanup, retain per-version kind/encoding metadata, add sanitized
failure diagnostics, and correct the migration guide. The final focused
run passes all 140 tests; the preceding eight-file run passed all 149
tests, including local storage and S3 diagnostics. Server typecheck and
migration safety/numbering checks pass after the fixes. The second Apex
review scored 1/5 and found unbounded maintenance storage calls and
mismatched package/Git batch limits. Those are fixed with a 30-second
cancellable cleanup deadline, shared 100 MiB/10,000-file scanner and
storage limits, and bounded Git read batches. The proposed manual
lockfile edit was rejected with evidence of the enforced CI-owned
lockfile policy. All 19 storage/recovery unit tests and server
typechecking pass. The new database-backed cleanup/conversion tests were
locally skipped because the host exhausted its PostgreSQL semaphore
capacity (confirmed directly by initdb). That gap is closed by
current-head CI: [package-store
tests](https://github.com/paperclipai/paperclip/actions/runs/40771320775/job/123109300889)
pass all 18 cases and [package-worker
tests](https://github.com/paperclipai/paperclip/actions/runs/40771320775/job/123109301157)
pass all 7, with no skips in either suite. The corrected YAML browser
shard passes. A separate planning-fixture test failed its cleanup DELETE
with an activity-log foreign key violation after its behavior assertions
passed; its one unchanged-head retry passed. The third Apex review
scored 1/5 and identified a one-slot pool deadlock, projected path
limits, cleanup holding the preparation lock during archive reads, and a
publication/expiry race. These are fixed with transaction-local reads,
prefix-aware bounds, isolated verification, and shared package row locks
with a publication grace. The separate Paperclip review also found stale
historical inspection, eager history downloads, and conversion retries
blocking sleep. Those are fixed. Local PostgreSQL capacity recovered:
the new database regressions ran, including the one-slot fork, paused
storage during a warm turn, and a locked publication during expiry. The
expanded run passed 144/145 tests; its remaining assertion still
expected file bodies from the version list and was updated to fetch the
selected version. The corrected company-skill suite passes all 81 tests,
and the final package/projection run passes all 27. All 52 focused UI
tests pass after updating their query-provider fixtures; the first UI
run exposed a fixture remount, and the follow-up exposed an editing
syntax error, both corrected. Full workspace typecheck and build, token
gates, and map checks pass. The sandbox initially blocked the build
tool’s local IPC socket; the authorized build rerun passed. Master then
claimed migration 0401. The branch is rebased on f8226b0515, the
unchanged SQL is regenerated as 0402, and repeated application passed
twice on the combined schema. Post-rebase workspace typecheck passes.
All 1,025 package, lifecycle, remote-launch, native-session, and
asset-retention tests pass on the combined head. All CI checks passed
for head 9d80a3b52d. The fourth Apex review scored 3/5 and found a
save/edit lock-order cycle, a retry retaining an uncommitted source ID
in its recovery recipe, and a summary read racing conversion. Commit
b7d9237c6a fixes all three. The new concurrency and retry tests pass
within all 61 package/source tests, and server typecheck passes. Master
then claimed migration 0402. The branch is now rebased on 65fa1cd617 and
the unchanged SQL is regenerated as 0403. All 68 package, source, and
worker regressions, server typecheck, migration safety/numbering, and
repeated migration application pass on current head 62553671a0.
Subsequent verification and review outcomes are recorded below.


- The fifth Apex review scored 4/5 and found cached version reads
unnecessarily depending on object storage and conversion reads missing
the coordinator cancellation signal. Commit 1eb90d80be fixes both:
cached reads verify bytes without the preparation lock; manifest and
archive reads carry cancellation through conversion. The first focused
run passed 70/71 tests, including all three new cases, but the existing
diagnostic test observed no warning. Its fixture now sets an explicitly
expired migration deadline; the final worker suite passes all nine
cases. Server typecheck passes.


- The sixth Apex review scored 4/5 with one finding: concurrent cached
inventories were unbounded. Commit 4b7589e14c gives cached inventories
and previews a two-reader/32-waiter limit independent of cold storage.
The first expanded pressure test observed a third reader before the
preview path had the same bound; both paths now share the local limit.
All 73 focused cases pass, followed by all 29 package cases after the
final overload adjustment; server typecheck passes. The separate
Paperclip review found no must-fix or should-fix issues. Its optional
suggestion to persist durability verification was considered: cleanup
intentionally verifies current external bytes before discarding the last
local authored copy, and the missing-object regression requires that
check. Shared-package eviction happens on cold fills with at most two
attempts and a ten-second budget.


- The seventh Apex review reached 5/5 with one remaining P2:
timeout-bearing manifest reads bypassed request coalescing. The security
review also found repeated archive acquisition after a cold
administrative read. Commit 79a80a39d2 shares manifest loads with
per-caller cancellation and cancels the underlying work when the last
caller leaves; coalesces identical cold version/file requests; and
publishes verified restored packages into the shared cache. Publication
uses a short nonblocking lock, while eviction verification runs outside
it. The first expanded run passed 73/74 tests and exposed a missing
originating DB for cache publication inside read-only inspection;
transaction readers now pass that owner explicitly, keeping metadata on
the transaction. The corrected run passed 75/75. A final eviction test
initially expected the shared package to remain after only its separate
runtime projection was reused; it now explicitly accesses the shared
package during verification. All 32 final package tests pass, including
independent caller cancellation, one acquisition across
concurrent/repeated reads, and warm preparation during stalled eviction
verification. Server typecheck passes.


- The eighth Apex review scored 4/5 with one finding: decoded cold
inventories outlived the storage semaphore while waiting for cleanup.
Commit 9d7921d1ec adds a separate two-response/32-waiter lifetime bound
held through cleanup, preserving the independent warm-read queue and
forwarding cancellation through eviction verification. The new
regression pauses cleanup after two responses decode, verifies a third
archive stays queued, and completes warm preparation before releasing
cleanup. All 77 package/source/worker cases and server typecheck pass.
On the preceding head, serialized server shard 6/9 was interrupted with
“The operation was canceled” after 57 seconds of tests; the log contains
no failing assertion. Fresh latest-head CI reruns that shard along with
the other gates.

- The ninth Apex review scored 4/5 with one P1: cold responses could own
both permits while waiting on a one-slot ordinary database pool held by
a queued transaction reader. Commit a94f0e409f reads caller-scoped
metadata before admission and isolates all acquisition/cleanup SQL on a
private connection. The new real-PostgreSQL regression reproduces the
deadlock against the previous head and passes with the fix; all 78
focused cases and server typecheck pass. The previous CI run completed
with 54 successful checks, including both formerly interrupted/stuck
serialized shards.

- The tenth Apex review scored 4/5 with one P1: preloading legacy bodies
before admission could retain many full repositories in queued requests.
Commit 276e353a37 removes that preload and also bounds legacy manifest
derivation/fallback, using private connections inside the I/O slot. All
80 focused tests pass; the final synchronized package suite passes all
36 tests and server typecheck passes.

- Apex review 11 returned 5/5 with zero comments on 276e353a37. While it
ran, master 8bc051245f added migration 0403, creating a metadata
conflict. Merge commit e1783764d9 integrates master and generates
0404_clumsy_leo.sql; its skill SQL is byte-for-byte identical to the
previously verified migration. The combined schema passes migration
safety/numbering, repeated SQL application twice, all 80 focused
PostgreSQL tests, full workspace typecheck, and full build. The
preceding a94f0e409f CI run was superseded and cancelled while its final
runner job was active; no old-head success is claimed for that run.

- Final acceptance: Apex review 12 returned 5/5 with zero comments on
e1783764d9. All 28 review threads are resolved. The final head has 55
successful checks, two neutral reports, two skipped checks, and no
pending or failing checks; the PR workflow completed successfully.
Superseded run 40789121902 was cancelled to free its workflow slot for
the final head; normal cancellation did not finish promptly, so force
cancellation completed it.

- October 29 conflict resolution (867c00673b): master 929e840595 added
installed-selection reuse and bundled relocation, routine cleanup
notifications, a hardened YAML copy helper, and migrations through 0413.
The merge retains those behaviors together with package read scoping and
the public-selection fast path; restricted selections still reauthorize
and the full row read rechecks scope. Generated migration 0414 retains
the existing SQL unchanged. Workspace typecheck/build and migration
checks pass. Local database verification is unavailable: initdb reports
semget / “could not create semaphores: No space left on device”; all 168
cases skipped, and repeated migration application failed at startup.
Docker returned HTTP 500 during container creation, so no Docker test
pass is claimed. Current-head CI must close this gap.

- Apex review 14 scored 3/5 with one P1: a local import could copy
cached private package files into a company-wide skill. Commit
a2e597d800 rejects cache trees and ancestors through a canonical
filesystem boundary, including aliases and ancestors checked before a
concurrent fill. Ten local filesystem tests and server typecheck pass.
The existing private-project integration case now rejects package-cache
imports for both authorized and unauthorized users. The preceding merge
commit’s complete CI run passed, and logs confirm all 168 locally
skipped cases executed successfully: package store 36, sources 35,
package worker 9, runtime selection 4, observability 3, authoring 81.

- Apex review 15 returned 5/5 with zero new findings on a2e597d800. The
separate Paperclip review found no must-fix or should-fix issues. Its
optional suggestions were considered: unexpected filesystem cleanup
failures remain visible, the durable marker cannot replace checking that
bytes still exist before deleting a last local authored copy, and
administrative history batching remains outside the pre-turn
optimization. The cache-path literal centralization suggestion is also
optional; the current producer and guard use the same directory, covered
by the new integration regression. All review conversations are
resolved.

- Earlier October 29 CI/Apex acceptance: a2e597d800 was mergeable at
that check, Apex review 15 passed 5/5 with zero findings, and all review
conversations were resolved. The hosted verification above records the
later acceptance limits and renewed conflicts. Workflow 40884087629
completed successfully, with 55 successful checks, two neutral reports,
two skips, and no pending or failed checks. The project-skill-sources
job log confirms all 29 cases ran and passed, closing the latest
integration gap. The preceding merge workflow also confirmed all 168
focused database cases ran and passed. No local PostgreSQL or Docker
pass is claimed.

</details>

## Risks

- First use after eviction can require storage or Git access. Revoked
grants, removed sources, and unreachable commits can prevent
reconstruction. Recovery never substitutes a newer commit.
- Historical packages without a proven recipe keep durable bytes.
Cleanup favors retention when a run pin cannot be interpreted safely.
- New uploads and conversion use bounded work and persisted retries.
Large initial conversions still add temporary storage and database load.
- Optional cleanup can wait until the next server wake. Supported
notifications assume one owning server process.
- Per-entrypoint native tree duplication and cold preparation cost
remain. The final ten-skill cold sample took 47.6 seconds on the shared
host.
- Generic authored edits can still hold an existing edit transaction
while a package uploads.
- Explicit file/folder deletion uses temporary disk space for rollback.
An uncertain commit with a changed skill or unavailable database retains
that backup and logs its location for recovery.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and tests. The exact served 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>
2026-10-29 12:19:37 -05:00
DottaandPaperclip 2a6d4d1694 perf(db): index canonical task activity lookups (#18043)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/177/changes/paperclip/177
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - Task lists rank tasks by their latest canonical activity.
> - The existing lookup reads every event for each task before
pagination.
> - Query-only alternatives failed a narrow visibility control or the
performance goal.
> - This PR adds an index that lets the unchanged lookup stop at the
newest qualifying event.
> - The result is less history work with the same permissions, ordering,
and response.

## Linked Issues or Issue Description

Refs: #13803. That broader proposal stores a new activity field with
triggers and a backfill. This index was authored independently and uses
the existing query.

**Subsystem affected**

Task-list activity ranking and the database schema.

**Current behavior**

The list computes `MAX(activity_log.created_at)` for every eligible
task. The existing entity index reads 50 events per task across 1,199
candidates in the representative fixture.

**Proposed behavior**

Add `(company_id, entity_type, entity_id, created_at)`. Keep the
production task service and permission helpers unchanged. PostgreSQL
reads backward until an event passes the existing exclusions.

**Reason and benefit**

Fresh paired measurements on the current base improve the
full-description scoped SQL from **44.60 to 20.33 ms (2.19×)**. Activity
buffer accesses fall from **63,547 to 4,796**, and history rows per
probe fall from 50 to one. The complete service median falls from 50.63
to 31.31 ms. Complete positional SQL results and service responses
match.

## What Changed

- Add generated migration `0414_closed_edwin_jarvis.sql` and the
matching Drizzle index.
- Use `CREATE INDEX CONCURRENTLY IF NOT EXISTS` through the existing
top-level runner and invalid-index retry cleanup. The client change is
one whitelist entry.
- Preserve all upstream SQL and journal entries; retain snapshots
0410–0414.
- Cover full and index projections, canonical ordering, invalid-index
recovery, concurrent migrators, and incomplete fixture rejection.
- Repair benchmark seeding, apply requested work memory to both
connections, and record both settings. Hosted defaults now include six
Slack conversations, 642 GitHub conversations, and 53 removed
conversations.

## Verification

- **All final-head CI gates passed**, including full workspace
typechecks, tests, build, Runner checks, and all eight E2E shards.
Greptile is **5/5** on `67ca7ae1cf15fc054ef515ffd8205b1fe30a0d55`; no
unresolved review threads remain.
- Local database/server typechecks and migration numbering/safety checks
pass. Three server regression tests and three migration regression
suites pass on real PostgreSQL.
- The original pre-index work guard fails at eight rows per probe; the
indexed guard now checks both the full-description query and index
projection. The service oracle covers cleanup/inbox exclusions, raw text
IDs, company scope, comments, ties, sort directions, visibility before
pagination, empty lists, and one child per parent.
- The documented pre-index seed command reproduced the review failure
before the fix and now succeeds. A paired run with non-default memory
confirms both independent connections use `16MB`.
- Fresh proof pins pre-index base
`929e840595c8933ca485ac7a2e99413e1e11ca64`, with identical cloned data,
unchanged generated SQL and parameters, two warmups, and five
alternating samples per arm. All **18 comparison cells** preserve every
positional row and complete service response. The 15-case default-memory
matrix passes its physical-work, speed, and control bounds.
- The one-visible-task control is 6.64 → 7.25 ms SQL; the 20-task
control is 3.71 → 3.72 ms. Both pass the declared 25% or 2 ms budget.
Full-query memory controls use matching `4MB` or `16MB` settings.
- Committed 1,000-row write batches measured 40.09 → 43.17 ms median
(+7.7%). Ranges overlap (34.67–71.85 and 34.27–48.05 ms); this is an
observed local cost, not a precise throughput guarantee.
- The final-numbered migration builds a valid index through the normal
runner on the fresh 300,000-row fixture in 0.55 s. Earlier large-fixture
proof of the same index SQL used 5,000 tasks and 1.25M activity rows:
2.58 s first apply, concurrent write/read probes 5.16/2.43 ms,
interrupted invalid-index cleanup, successful retry, and one receipt.
Current migration recovery tests verify the renumbered path.
- [The proof
document](https://github.com/paperclipai/paperclip/blob/67ca7ae1cf15fc054ef515ffd8205b1fe30a0d55/docs/performance/task-list-activity-index.md)
retains the historical baseline, rejected rewrites, and the earlier
matrix invalidated by severe host contention. Those historical timings
are not substituted for the fresh measurements above.

## Risks

The migration is an exception after measured query-only alternatives
failed. The index adds storage and work to every activity write: about
30 MiB for 300,000 rows and 123 MiB for 1.25M rows. Concurrent creation
avoids the writer blocking observed with an ordinary index build, but
long transactions can delay it. Local timing does not establish Neon
build duration.

The query still ranks all eligible tasks, and excluded newer events
still need to be skipped. These are local SQL/service measurements;
deployed HTTP latency remains unverified. No hosted DDL or deployment
was performed.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and tool
use. The environment does not expose the exact model 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 using
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 issue
id
- [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>
2026-10-29 09:06:41 -05:00
79ce86630a fix(server): schedule governed review response recovery (#17702)
## Thinking Path

> - Paperclip manages agents, tasks and their external chat responses.
> - A completed chat turn can owe a response while an earlier review
gate remains pending.
> - Periodic recovery revisits that response history even when no work
can advance.
> - This change uses the existing delivery coordinator and saved retry
deadlines.
> - Approval, interaction and authority changes wake the affected issue
or run after commit.
> - The existing presentation owner verifies the durable result and
current authority.
> - Settled and dormant history becomes quiet without losing future
eligible responses.

## Linked Issues or Issue Description

Refs #17696 (merged) and #15625. This is slice 49, now based on master.
It owns governed-review response presentation. Accepted responses and
pending decision effects keep their existing owners.

**What happened?**

Native finalization recovery repeatedly inspects committed review
responses. Removing the scan without covering approval, interaction,
task-policy and authority changes would strand responses that become
eligible later.

**Expected behavior**

Recover an owed response once from existing durable facts. Enforce
authority at publication, wake after relevant outer transactions commit,
retain real retry deadlines and restart/drain recovery, and stop
recurring SQL when no response can advance.

**Steps to reproduce**

Complete an external chat turn while an earlier completion review
remains pending. Block its response behind an approval or interaction,
then resolve that blocker. The response must appear once without a
periodic scan or resolving the original review gate.

## What Changed

- Add a scoped governed-review worker using the existing coordinator,
finalizations, decisions and comment receipts. No queue table or
transaction wrapper is added.
- Keep recovery and publication policy in the native finalizer. Preserve
binding, source/session authority, ownership, deadline and
deleted-comment fences; match coordinator-before-issue lock ordering.
- Notify through actual approval, interaction, OAuth, task-policy and
lifecycle producers before their owned writes. Serialize approval
resolution with task linking so a concurrent link retains its wake.
Nested transactions still settle at outer commit.
- Scope ordinary milestones, finalization and coalesced input to their
issue/run. Use the explicit company authority boundary for genuine
global restoration, including membership changes. Both response workers
share this boundary.
- Register under maintenance and drain gates, disable the two periodic
repair entrances, and retain fresh finalization and explicit recovery.
Add the concurrent 0413 comment-receipt index and migration
registration; retain five snapshots.
- Preserve the producer inventory, source qualifications and earlier
failures in the owner audit. Retain a real Photon regression proving
routine ownership assertions stay quiet and concurrent authority
restoration wakes each worker once.

## Verification

- Scoped repair source `2341714720b5c273f0ce011b48345af0ef39227f` passes
**2053 distinct cases**: 1703 in 15 complete producer/authority/recovery
files, including all 273 governed-response cases and 95 wake-queue
adapter cases, plus 350 selected chat cases. Another 1463 chat cases are
outside that selection. Thirteen fresh PostgreSQL 17 fixtures migrate
through unchanged 0413; the one temporary queue-fixture import restores
exactly. All sixteen captured hashes match.
- Two actual repeated coarse-hint SQL regressions fail before repair and
pass afterward. Actual membership restoration passes before and after.
The same assertions and time limits prove dormant work stays quiet and
real authority restoration still publishes once. Real coalesced input
covers both queues after commit.
- Combined source `586f5674cd9798b33cd22437255e0480b5726d20`, including
independent master #18129, passes **1297 distinct cases**: 1093 in five
complete server files, 185 in five runner files, 14 Node protocol cases
and five UI registry cases. This includes the complete 22-case Photon
file for both response workers. The external Photon transport is mocked;
Paperclip callbacks, transaction fences and observed SQL are real. The
earlier and combined case counts are separate, with no cumulative
double-counting.
- A normal merge retains both complete owned and independent master
binary patches. All twelve new-context hashes and sixteen earlier repair
hashes match. Three dedicated fresh 0413 fixtures plus the live-event
helper's own fresh database use PostgreSQL 17 without source
adaptations. Database build, server types/build, boundaries, full-SHA
migration order and generated TS/Rust profiles pass. The new inherited
Runner vendor inputs rebuild successfully.
- Database bytes remain identical to the previously qualified 0413
source. The recorded populated 0412-to0413 upgrade retains all 411 prior
receipts and 38 companies, appends one receipt and none on replay; the
index is valid and ready. The earlier 2828-case acceptance, CLI journey,
setup failures and their repairs retain their recorded source scope in
`doc/plans/2026-10-26-governed-review-response-sleep-audit.md`.
- Parent #17696 merged with 58 clean checks, Greptile 5/5 and Ponytail
5/5. Its Photon warning was disproved by real callback/SQL evidence and
the security check became successful. This PR still requires its own
fresh exact-head CI and review gates. No deployed sleep, external alarm
or fleet savings claim is made.

## Risks

- Notifications use the existing process-local writer contract.
Independent SQL writers and uncoordinated replicas are outside its
coverage.
- Genuine startup and company authority reconstruction remain
proportional to the owed backlog. Queries page 100 rows, but discovery
accumulates the candidates; this is not a constant-cost global
operation.
- Current publication authorization, durable binding, ownership and lock
ordering remain mandatory. The worker does not resolve the original
review gate.
- The concurrent index uses existing migration replay handling. Other
recovery duties and Cloud sleep eligibility remain separate.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution and PostgreSQL tests. The runtime does not expose a more
specific serving snapshot 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 02:54:46 -05:00
ec3b558277 fix(server): schedule accepted native response recovery (#17696)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs store accepted results and their finalization decisions.
> - A completed run can still owe its public answer after an
interruption.
> - Periodic recovery scans for that answer even when no new work
exists.
> - This pull request wakes recovery from committed changes and saved
retry deadlines.
> - The existing owner still verifies the result, source, and current
publication authority.
> - Settled or dormant response work no longer needs its own periodic
scan.

## Linked Issues or Issue Description

Refs #17690 (merged). This is slice 48 of the sleep migration stack, now
based on master. Related: #17661 handles GitHub terminal publication;
this change handles native accepted-response presentation.
Governed-review presentation remains a separate duty.

**What happened?**

Native finalization recovery repeatedly checks already accepted results
for a missing answer. Removing that check without complete notifications
would lose responses when evidence arrives late, an agent resumes, or
admission settles after execution.

**Expected behavior**

Recover the answer from its saved result when a supported change makes
it eligible. Retain real retry deadlines. Stop querying when the answer
is selected or cannot currently be published. Reconstruct work after
restart.

**Steps to reproduce**

1. Commit a native accepted result with no selected response comment.
2. Run finalization recovery while its source is unavailable or locked.
3. Restore that source or release the lock. The answer must appear once
without repeating provider execution.

## What Changed

- Honor recorded non-create decisions and skip-comment policy in both
discovery and recovery. Apply durable conversation/result/continuation
guards before recovery locks. Preserve genuine unanswered and legacy
recovery.
- Scope routine response wakes to the affected issue/run. Coalesced
input names its active run; pending-effect settlement names its issue.
Sixteen existing global authority/configuration hooks use one explicit
company invalidation boundary. No new transaction wrappers or tables are
added.
- Add an accepted-response worker using the existing delivery
coordinator and scoped deadline helper. Preserve saved retry deadlines
and pending-effect fences under the owner's lock.
- Share the finalization notification boundary. Wake on finalization
settlement, exact accepted-result/final-message evidence, agent
availability, retry admission, and existing chat authority changes.
- Keep lifecycle policy in services. A narrow pre-write status hook lets
lifecycle retain ownership of its transaction and status transitions.
- Register the worker during enabled maintenance startup. Remove its
authority subscription on shutdown. Periodic replay skips this duty on
both committed and fresh-commit paths; ordinary finalization and
explicit recovery retain their behavior.
- Add a partial index and expression statistics for unpresented native
runs. Migration 0412 supports concurrent replay and adds no queue table.
- Add real PostgreSQL and lifecycle coverage. Preserve the
implementation and producer audit in the plan document.

## Verification

- Additional real Photon callback acceptance on the published production
code disproves the security warning: ten active assertions cause zero
response-recovery hints/SELECTs, while three concurrent assertions
during an actual attention-to-active recovery cause exactly one
wake/SELECT. The existing locked status guard already enforces this
boundary. No production change was needed; the resolved finding now has
a successful current-head security check. The regression will be
retained with the next slice.
- Eligibility repair source `892f36e5f66ba1af123034936a7160c64c3ab883`
passes **1489 distinct server cases**: 1139 in six complete
recovery/finalizer/monitor/summary/workspace suites (81.02 seconds),
plus 350 selected chat cases (297.68s). Another 1463 chat cases are
outside the pattern; the complete 1813-case file is not claimed. All
eleven new regressions are included in that count. Five dedicated fresh
PostgreSQL 17 databases migrate through unchanged 0412, with no
fixture-source adaptations. Database build, server types/build,
boundaries and full-SHA migration ordering pass. All seven test source
hashes match.
- The exact published baseline first fails eight behavioral assertions
while the three genuine-answer cases pass. The same corrected test
source passes all eleven after repair: recorded none/reuse remain
suppressed; five ineligible history families take zero recovery row
locks across repeated issue hints; missing/legacy/create-null answers
still publish once; fresh periodic finalization defers presentation to
its worker. Earlier fixture setup and variable/compiler failures remain
explained in the audit, rather than erased by later success.
- Repair source `2fc8b0614aaf9ac7337045de4ced7325f95edc45` passes **1821
server cases**: 1496 in 13 complete producer/lifecycle/authority suites
(110.63 seconds), plus 325 selected chat cases (278.99 seconds).
Coverage includes all native-session cases, queue admission, status
decisions, membership/board access, the complete GitHub workflow,
accepted-response lifecycle and real authority restoration. The other
1477 chat cases are outside this selection; the complete 1802-case file
is not claimed for this repair run.
- Actual PostgreSQL regressions first reproduce a coalesced-input hint
missing its run scope and two routine hint paths producing 12
response-history SELECTs each after three notifications. The same
assertions pass with run-scoped coalescing and zero response-history
SELECTs for unscoped routine hints. Actual membership restoration still
publishes the waiting response once. Assertion time limits are
unchanged; this measures real driver SQL and persisted producer work.
- Eleven dedicated fresh PostgreSQL 17 databases migrate through 0412.
One embedded-only wake-queue fixture import temporarily uses its own
external database and restores byte for byte. All 14 selected source
files match pre-run hashes. This qualifies external-database behavior
rather than reproducing embedded CI locally.
- Master advanced independently with #18126's Pi archive retry fix.
Normal merge `2a535bc61259ef99387369e8b32498f774e5ba2c` preserves both
complete binary patches. All accepted server/database/UI/test/CLI trees
stay identical; the three independent runner installer/manifest files
are retained. All 13 installer tests pass, including stalled header/body
cancellation. Combined server types/build, boundaries and full-SHA
migration order pass. A subsequent normal merge of #18128 at
`e8b78cce5bb557b086bee9ca930eeaab1d09b244` retains its three test-only
file changes with both complete patches preserved. The changed HTTPS
backfill case passes on a fresh PostgreSQL fixture (1 selected case; 178
outside the pattern), and combined types/build, boundaries and migration
order pass again. All 14 repair source hashes remain unchanged. The
independent browser fixture changes are preserved; no local browser run
is claimed.
- The earlier source `9feec170ef8174011fc3c5d3d6d76f0a0f39fea0` passed
the 4171-case full baseline before this scope repair. That scope is
preserved in the audit rather than represented as a current full rerun.
All 0412 database bytes remain unchanged: original concurrent
index/statistics/ANALYZE, prior executable history, journal entries and
retained snapshots. Five snapshots 0408 through 0412 remain. The
populated 0411-to0412 upgrade preserved 410 prior receipts and 38
companies, appended one receipt and none on replay; index/statistic
checks passed.
- The earlier P2 security failure, Greptile's former conditional
dependency on #17702, and the subsequent actual Ponytail eligibility
findings are recorded in
`doc/plans/2026-10-25-native-response-presentation-sleep-audit.md`. This
PR now includes the issue-scoped pending-effect notification fix itself,
so it is independently correct before #17702. Fresh published-head CI,
Greptile 5/5 and a clean security scan remain required. No
deployed-sleep, external-wake or fleet-savings claim is made.


## Risks

- The writer contract is process-local. Independent SQL writers and
other replicas are not covered by these notifications.
- Unpresented backlog reconstruction still has memory and time cost
proportional to candidate count. Pages contain at most 100 rows;
execution uses the shared fair batch. Selected history is excluded.
Health-only signals do not trigger reconstruction.
- Publication policy remains with its current owner. Digest, company/run
binding, source authorization, selected-answer suppression, and
ownership fences remain required.
- The rest of native recovery and governed-review presentation still run
separately. This PR does not relax Cloud sleep eligibility or add
external wake coverage.
- The stack parent has merged and its actual ancestry is reconciled.
This publication still needs fresh current-head CI and review.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution, and PostgreSQL tests. The runtime does not expose a more
specific model 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 (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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 02:31:20 -05:00
a8a038e659 fix(server): schedule native pending effect recovery (#17690)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native status decisions store effect targets and a delivery ledger.
> - Historical pending or failed effects still need recovery.
> - The periodic finalizer queries that ledger even when work is
complete.
> - This pull request gives pending effects their own commit-driven
worker and saved deadlines.
> - Completed history becomes quiet while incomplete effects remain
recoverable.

## Linked Issues or Issue Description

Refs #17687 (merged). This is slice 47 of the sleep migration stack, now
based on master.

**What problem does this solve?**

Periodic native finalization repeatedly checks effect delivery. A tenant
with completed history should not perform recurring SQL for this duty.
Historical unresolved effects must still recover without duplicating
their targets.

**Proposed solution**

Reconstruct current pending effects at startup. Wake from committed
coordinator changes. Use the saved retry and ownership deadlines. Keep
the existing dispatcher as the only recovery mutation owner.

**Alternatives considered**

A slower unconditional scan still creates idle traffic. A new queue
table duplicates existing durable state. Replaying materialization can
duplicate effects. This change uses the existing ledger, transaction
signals, and shared scheduler.

## What Changed

- Add a scoped worker with 100-row discovery pages and fair 25-entry
dispatch batches. Delivered, superseded, and terminal-failure history
has no recurring scan.
- Preserve exact company/issue/run/decision binding and validate
materialized targets before settling effects. Recheck phase, saved
result, retry, and lease under the coordinator lock. Missing targets
retain recovery.
- Notify from decision replay, accepted-result recovery, coordinator
claim/retry/release, attention replay, and execution-control recovery.
Only two DB-only producer writes need a new transaction wrapper. Nested
transactions use the existing outer-commit boundary.
- Exclude pending-effect candidates from periodic finalization so it
cannot skip ahead of their owner. Keep explicit and startup recovery
behavior compatible. Respect maintenance disablement, drain, standby,
and shutdown.
- Add concurrent, idempotent migration 0411 with partial indexes for
pending effects and their current coordinator binding. Retain the five
newest schema snapshots.
- Document producers, query evidence, failure history, and scope in
`doc/plans/2026-10-25-native-pending-effects-sleep-audit.md`.

## Verification

- Source `ba38ee465df02b6026286b5d5e15ae49fe07a367` passes all 2284
distinct cases across 25 complete files, without skips. The main
selection passes 2225 in 203.94 seconds; safe-replacement passes 59 in
26.03 seconds. Coverage includes all 968 native-session cases, the
94-case status-authority/pending-effect corpus, actual decision/lease
producers, Stop, queue, interaction, reconstruction and Slack consumers.
The audit gives per-file counts.
- The complete 94-case corpus passes again on the same database in 16.03
seconds. Retained PSC/OUT rows and an unrelated sentinel remain
unchanged. The repeat is not counted again as distinct coverage.
- Twenty-one separate fresh PostgreSQL 17 databases migrate through 0411
before setup. Four embedded-only fixture imports temporarily use their
own external database on this IPC-exhausted host and are restored byte
for byte. Assertions and timing limits stay unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. Original runtime/schema edits and
unrelated upstream blobs are preserved. Both original concurrent index
statements, all prior executable history, journal entries and retained
snapshot bytes are unchanged; five snapshots 0407 through 0411 remain.
- Populated 0410-to0411 upgrade preserves all 409 prior migration
receipts and 38 companies, appends one receipt and adds none on replay.
Both indexes are valid and ready on fresh and upgraded databases.
- Adopting the latest prepared prerequisite changes ancestry and parent
audits only. All accepted core trees remain identical. The audit retains
earlier failures and qualifications. Actual landed-parent ancestry is
now reconciled; fresh published-head CI and exact-head Greptile 5/5
remain required. No deployed sleep, Cloud-wake or fleet-cost claim is
made.

- Current parent context: integration
`5f7cd7bc589ad0169dfb5f33df611ead56510ca3` changes only the parent's
GitHub observation bound and independent cleanup assertion. All
production code, packages and 25 accepted test files remain unchanged.
Both focused GitHub idle cases pass in 15.26 seconds and the complete
six-case cleanup suite passes in 8.47 seconds on two fresh 0411
PostgreSQL fixtures. This does not claim the full parent workflow was
rerun here.

## Risks

- A missing producer can delay work until restart. The audit covers
current supported writers. Independent SQL and other processes remain
outside the local notification contract.
- Recovery validates existing targets; it cannot recreate a missing
target or silently mark it delivered. Such work retains an error and
retry.
- The indexes add write/storage cost and use the existing restart-safe
concurrent migration runner.
- Other finalization duties still poll until their separate migrations.
This PR does not prove host/database suspension, extend Cloud alarms, or
claim fleet savings.
- The actual prerequisite squash is adopted through a normal merge. Its
complete tree equals the reviewed parent, and the complete accepted
child tree is preserved. Fresh published-head CI and review remain
required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning and code-execution tools.
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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 00:28:00 -05:00
DottaandPaperclip 4e715eb7ea fix(server): schedule historical unsafe export recovery (#17687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs can retain accepted results after an unsafe workspace
export fails.
> - Historical recovery can retire an old notice or resume the accepted
result without another provider turn.
> - The periodic reaper repeatedly scans failures that cannot currently
recover.
> - Existing rows and committed changes can identify the actual recovery
obligation.
> - This pull request wakes recovery from those changes and retries only
owed work.
> - Dormant history becomes quiet while ownership and explicit operator
decisions remain protected.

## Linked Issues or Issue Description

**What happened?**

The native finalization reaper repeatedly visits historical unsafe
workspace-export failures. Cancelled tasks, newer runs, changed
contracts, and explicit operator decisions can make those rows
permanently ineligible. They still produce periodic database reads.

**What did you expect?**

Retire stale unsafe-export notices and recover eligible accepted
results. Stop reading dormant history until a relevant committed change
occurs. Keep a retry while a real obligation is blocked by ownership or
a transient failure.

**Steps to reproduce**

Retain an unsafe-export terminal failure whose task is cancelled or
superseded. Leave the instance idle after startup. The periodic reaper
continues reading that history.

Prerequisite #17680 is merged into master. Related: #14402 established
safe export finalization; #14329 was an earlier historical recovery
proposal. #17679 owns separate policy-review cleanup. This PR changes
only historical unsafe-export scheduling and its producers.

## What Changed

- Register a scoped worker through the existing coordinator and
scheduler. Remove this duty from periodic reaping. Preserve the
manual/startup recovery entry point.
- Distinguish stale notices, eligible accepted results, dormant history,
and concrete ownership contention. Reuse the existing mutation owner and
lock order. Preserve explicit settlement vetoes and exact
result/contract identity.
- Signal relevant task, run, action, and deletion writes before they
commit. Existing transaction boundaries handle nested commits and
uncertain outcomes. Notifications contain only scope IDs.
- Retain a retry only for owed work. Reconstruct work at startup,
preserve drain/resume, and stop through the shared lifecycle.
- Add concurrent, idempotent partial index migration 0410 for unsafe
terminal failures. Keep the five newest generated schema snapshots.
- Document producer coverage, query plans, supported writer boundaries,
and test failures in the unsafe-export audit.

## Verification

- Source `2a13dd08a6cc52f0adab09e3df9ce31e97b746b9` passes all 2188
cases across 24 complete files, without skips. The main selection passes
2129 cases in 192.58 seconds; safe-replacement passes 59 in 26.04
seconds. Coverage includes all 968 native-session cases, real
export/action producers, explicit continuation, workspace
reconstruction, interaction routing, Stop, queue and Slack consumers.
The audit gives per-file counts.
- Twenty separate fresh PostgreSQL 17 databases migrate through 0410
before setup. Four embedded-only fixture imports temporarily use their
own external database on this IPC-exhausted host, then are restored byte
for byte. Assertions and timing limits stay unchanged. This is qualified
external-database acceptance, not an unmodified embedded CI run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. Normal integration preserves the
complete original runtime/schema patch and unrelated upstream blobs.
Original concurrent index SQL, all prior executable history, journal
entries and retained snapshot bytes are unchanged; five snapshots 0406
through 0410 remain. Added comment removal preserves the full
non-comment TypeScript token streams.
- A populated 0409-to0410 upgrade preserves all 408 prior migration
receipts and 38 companies. It appends exactly one receipt; replay adds
none. The index is valid and ready on fresh and upgraded databases.
- The owning audit retains earlier fixture failures, skipped checks and
notice-retirement regression history. Older combined stack checks retain
their original scope in their owning audits. Actual parent
`73d24aa5acfcf17b3f676b4da7cd05eb70b60b99` is reconciled through a
normal merge. Its tree equals the reviewed ancestor and the complete
accepted child tree is unchanged. Fresh published-head CI and Greptile
5/5 remain required. No deployed sleep, fleet-cost or live provider
qualification claim is made.

- Inherited prefix correction: current integration
`8f43c9f81fac23b50997e7f0e1d0d9cf383a8109` changes only two values in a
previously unselected corpus fixture. All production code, the complete
package tree and all 24 accepted test files remain byte-identical to the
2188-case source above. The additional complete 72-case corpus passes in
14.00 seconds and again on the same database in 13.08 seconds. Retained
PSC/OUT and sentinel rows remain unchanged. The repeat is not
double-counted. The parent audit retains the original collision and
rejected cleanup attempt.

- Latest parent context: integration
`4d51231abe8b68c21ce896d0d2ac16865978c8ab` carries only the parent's
one-argument GitHub observation correction and an independent master
cleanup assertion. All production code, packages, 24 accepted suite
files and the additional corpus are unchanged. The two focused
native-presentation cases pass in 15.14 seconds and the complete
cleanup-removal suite passes all six cases in 8.31 seconds on two fresh
0410 PostgreSQL fixtures. This does not claim the full parent workflow
was rerun here.

Current head `b28399babac72ba9db1c4a4ef882c5e87aded38c` has passing CI
and Greptile 5/5 with no actionable findings. The first CI attempt lost
runners: fourteen jobs explicitly received simultaneous shutdown
signals, two reported lost runner communication, and two aggregate gates
failed downstream. One failed-job retry on unchanged source passes. The
underlying host shutdown cause remains unconfirmed; no code fix or extra
retry is claimed. [CI run and
attempts](https://github.com/paperclipai/paperclip/actions/runs/40819408528).
No Ponytail verdict is present.

## Risks

- A missing future producer can delay dormant-history discovery until
restart. The audit names current producers. Independent SQL writers and
other server processes remain outside the process-local signal contract.
- Physical ownership and uncertain operations retain retries. Time alone
does not authorize taking workspace ownership. No provider turn or
unsafe archive retry is added.
- The recovery owner remains authoritative if state changes after
discovery. Terminal UI status does not authorize resource destruction or
accepted-result replay.
- The partial index adds matching-row write/storage cost. It builds
concurrently through the existing restart-safe migration runner.
- This proves the changed worker becomes quiet. It does not prove host
suspension, external wake coverage, or fleet cost savings. Other sleep
migrations remain. This slice still requires fresh current-head CI and
reviews.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning and code-execution tools.
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>
2026-10-29 00:13:22 -05:00
DottaandPaperclip 51c3f8924c fix(server): schedule cancelled workspace preservation (#17677)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A cancelled native run may still owe preservation of prepared
workspace files.
> - The existing recovery receipt and source lease record that
obligation.
> - The orphan reaper still searches for these cancellations on every
pass.
> - This PR registers committed cancellations with the shared deadline
worker.
> - The existing retention owner keeps file pinning and ownership
checks.
> - Idle and completed history no longer causes this preservation scan.

## Linked Issues or Issue Description

Refs #17674 and #17145. Stopped instruction collection is merged into
master. It owns file-preservation discovery only. The existing
environment cleanup worker continues to own stop-only teardown.

**What needs to be improved?**

`preserveCancelledNativeWorkspaces` runs from every orphan-reaper pass.
It queries even when no cancelled native workspace needs a file-recovery
hold. Current foreground Stop can also defer retention after a lock or
database failure, so startup-only recovery would be insufficient.

**Why is this improvement important?**

Empty queries keep idle tenants active. Removing them must not lose user
files, weaken Stop ownership, replay cancelled work, or turn a retained
allocation into destructive cleanup.

**Proposed solution**

Register the existing durable obligation from committed run-status,
cancellation-acknowledgement and workspace-reference writes. Reconstruct
it at startup. Keep retries while actual preservation remains
unresolved. Disarm after the existing owner records the hold. Related-PR
search and ROADMAP.md review found no duplicate of this scheduling
migration.

## What Changed

- Add a company/run-scoped preservation worker with 100-row keyset
reconstruction and fair batches of five.
- Separate pending file debt from immediate coordinator/lease readiness.
Retain a 30-second retry for known unfinished preservation and shared
failure backoff for errors.
- Signal the existing status, acknowledgement, workspace-reference,
deletion and settings transactions. Add no table or independent timer.
- Keep exact source checks, no-workspace contracts, task/coordinator/run
lock order, retention receipt and no-replay recovery card with their
owners.
- Recheck cancellation acknowledgement, run status and coordinator phase
under the retention locks. Preserve the existing foreground preterminal
API.
- Keep startup/manual recovery; skip only this duty in periodic reaping.
Preserve drain/standby and shutdown behavior.
- Add concurrent, replay-safe partial index migration 0409 and retain
the five newest snapshots.
- Add the producer and lifecycle audit in
`doc/plans/2026-10-25-cancelled-workspace-preservation-sleep-audit.md`.

## Verification

- Current source `21b46a8e4293ca670235117458b984493a181759`: all 1472
cases in 16 complete files pass without skips. The owner passes 84 cases
in 14.93 seconds. Fifteen consumer files pass 1388 cases in 133.46
seconds, including all 968 native-session cases and Stop, dispatch,
restart, workspace-sync and upgrade-readiness coverage.
- Twelve separate fresh PostgreSQL 17 databases migrated through 0409
before setup. The embedded-only lifecycle fixture temporarily used its
own external database on this IPC-exhausted host and was restored byte
for byte. Assertions and timing limits stayed unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. The complete original runtime/schema
patch and unrelated current-parent blobs are preserved. Original
concurrent index SQL, all earlier executable history and retained
snapshot bytes are unchanged; five snapshots 0405 through 0409 remain.
- A populated 0408-to0409 upgrade preserves all 407 prior receipts and
38 companies. Exactly one receipt is appended; replay adds none. The
preservation index is valid and ready on fresh and upgraded databases.
- Actual parent `82529741418e138d9d623bf13d2fa22c1ff79d36` is merged
through a normal ancestry reconciliation. Its complete tree equals the
reviewed parent. The entire accepted child tree and all source hashes
are preserved. The audit retains earlier failures, qualifications and
per-file counts. Published head
`b34f0589847f33754ecde9413fd36bf007353d2c` has Greptile 5/5 and all 57
checks passing or skipped. No Ponytail review is present. These checks
do not establish deployed host/database suspension or Cloud alarm
delivery.

## Risks

- Signals cover instrumented single-process writers. Independent SQL
writers and additional replicas need integration.
- Status signals may inspect a run without relevant file debt once. They
do not create recurring work. Discovery and memory still scale with
actual candidates.
- Missing ownership or stop evidence remains pending. Active retries are
intentional while a concrete file obligation is unresolved.
- Retry timing is process-local; startup reconstructs durable debt. The
worker does not overwrite another native-finalizer deadline.
- Admitted database operations may finish after drain begins. Shutdown
joins them. Provider teardown remains with the existing cleanup owner.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarm coverage, sleep eligibility and host suspension are
unchanged. This proves worker behavior, not fleet savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL
tests. The runtime does not expose a more precise model ID or
context-window size for this turn.

## 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 22:27:11 -05:00
DottaandPaperclip 8252974141 fix(server): schedule stopped instruction collection (#17674)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Runs can stop while their private instruction edits still need
collection.
> - Existing copy rows and stop evidence describe that unfinished work.
> - The orphan reaper still queries for it on every maintenance pass.
> - This PR activates collection from committed copy and run
transitions.
> - It uses saved retry deadlines when stop proof or collection remains
pending.
> - Active copies and completed history no longer cause collection
polling.

## Linked Issues or Issue Description

Refs #17671 and #17670. Both prerequisites are merged into master.
Captured saves and post-save release remain separate reasons with their
own workers.

**What needs to be improved?**

`recoverStopped` queries instruction copies on every orphan-reaper pass,
even when no terminal run owes collection. A run can become terminal
without changing its copy row, so copy-only notifications would miss
real work.

**Why is this improvement important?**

Repeated empty queries prevent idle tenant instances from becoming
quiet. Removing them must preserve edits, stop proof, current ownership,
and recovery after restart.

**Proposed solution**

Use the existing transaction signals, scoped deadline worker, and
scheduler. Reconstruct eligible copies at startup, signal supported copy
and terminal-run writers, and retain saved retry deadlines for
unresolved work. Preserve the existing collection and directory owners.

Related PR search found the warm agent-file ownership work (#14695),
verified stop boundary (#14311), and task-workspace cleanup (#16464).
This PR does not replace those contracts. ROADMAP.md has no duplicate
migration.

## What Changed

- Add scoped stopped-instruction collection with keyset reconstruction
and fair batches of 20.
- Signal before copy preparation, mutation and adoption writes, and
before terminal run writes in their existing transactions.
- Cover heartbeat, native finalization/restart/session recovery,
execution-control, queue and dispatch producers.
- Signal settings changes and company/agent deletion. Preserve drain,
standby, restart and shutdown ownership.
- Recheck terminal-run eligibility in the due-time claim. Keep terminal
status separate from process-stop proof.
- Retain existing stop checks, attempt limits, saved candidate bytes and
remote-resource fencing.
- Skip only this lane in periodic orphan recovery. Preserve
manual/startup recovery.
- Add concurrent, replay-safe partial index 0408 and retain the five
newest snapshots. Add no table.
- Record the owner and producer audit in
`doc/plans/2026-10-25-stopped-instruction-collection-sleep-audit.md`.

## Verification

- Source `cb2818a8f46ef961f744977a258f0e9042e31a42`: all 1469 cases
across 14 complete files pass without skips in 141.69 seconds. This
includes all 968 native-session cases, filesystem saves, startup,
terminal-run producers, dispatch, queue, execution-control, finalization
and lifecycle.
- Eleven separate fresh PostgreSQL 17 databases migrated through 0408.
The embedded-only lifecycle fixture temporarily used its own external
database on this IPC-exhausted host and was restored byte for byte.
Assertions and timing limits stayed unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-current migration order pass. The original concurrent index SQL is
unchanged. All prior executable migration history, journal entries and
retained snapshot bytes are preserved; the five newest snapshots are
0404 through 0408.
- A populated 0407-to0408 upgrade preserves all 406 prior migration
receipts and 38 companies. It appends exactly one receipt. Replay adds
none. The collection index is valid and ready on fresh and upgraded
databases.
- The normal merge of actual parent
`267842fc3c6e6542deed8a1bcc2c78bec8df7862` preserves both complete
patches, all independent sidebar changes from #18117, and the full
accepted server/package/test trees. The complete sidebar test file
passes all 36 cases on the combined tree. React act warnings remain.
- Prior failures and fixture qualifications remain in the audit.
Published head `d176d731f083c7edd2ede688cb901d1e66d8f1d8` has Greptile
5/5, all 57 checks passing or skipped, and no unresolved review threads.
No Ponytail review is present. These local tests do not establish
deployed host/database suspension or Cloud alarm delivery.

## Risks

- Process-local signals cover instrumented writers. Independent SQL
writers and additional replicas still need integration.
- Terminal-run signals can cause one scoped inspection even if no
instruction copy exists. They do not create a recurring scan.
- Reconstruction and memory scale with actual pending candidates; active
candidates are filtered by the run join.
- Admitted file/provider operations can outlive a later drain request.
Shutdown joins them. Uncertain ownership remains pending rather than
being discarded.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarms, sleep eligibility and provider suspension are unchanged.
Worker quiet is not a claim of deployed host/database sleep or measured
savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and
PostgreSQL/filesystem tests. The runtime does not expose a more precise
model ID or context-window size for this turn.

## 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 22:13:57 -05:00
DottaandPaperclip 267842fc3c fix(server): schedule owed agent directory cleanup (#17671)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs can save their directory before temporary-file cleanup
finishes.
> - The existing receipt records stop proof and unfinished cleanup.
> - The orphan reaper still searches for this debt on every maintenance
pass.
> - This PR activates cleanup from committed changes and saved retry
deadlines.
> - The directory owner keeps its resource checks and file lock.
> - Settled directory history no longer causes recurring cleanup
queries.

## Linked Issues or Issue Description

Refs #17670, the merged captured-instruction commit slice. This PR
targets master. It does not include stopped instruction collection or
change the saved-file contract from #14695.

**What needs to be improved?**

The post-save part of `recoverCaptured` queries directory copies on each
orphan-reaper pass, even after all temporary directories have been
released.

**Why is this improvement important?**

Empty database work prevents idle tenant instances from becoming quiet.
Cleanup must still survive a crash after a save and preserve files when
stop or resource ownership is uncertain.

**Proposed solution**

Use existing copy receipts as the source of truth. Notify the shared
coordinator inside relevant copy-write transactions. Reconstruct pending
work at startup and register each saved retry deadline. Keep physical
cleanup in the directory owner. Add a partial index over unfinished
cleanup rather than a new queue table.

Related-PR search found workspace archive and SSH task-workspace cleanup
changes (#17175 and #16464). They own different resources and do not
replace this stopped agent-directory receipt recovery. ROADMAP.md has no
duplicate migration.

## What Changed

- Add a scoped directory cleanup worker with keyset discovery and
batches of 20.
- Signal relevant copy transitions, company/agent deletion, and worktree
execution policy changes.
- Preserve the due-time claim, current receipt read, directory lock,
stop proof, and exact remote-resource checks.
- Read the receipt after release; a returned promise does not establish
cleanup completion.
- Keep unresolved cleanup on its saved retry or shared failure backoff.
Final receipts disarm the worker.
- Register the worker during startup and skip only this lane in periodic
recovery. Keep manual recovery compatible.
- Add concurrent, replay-safe partial index migration
`0407_greedy_star_brand.sql`. Retain the five newest schema snapshots.
- Add the producer audit and lifecycle evidence in
`doc/plans/2026-10-25-directory-cleanup-sleep-audit.md`.

## Verification

Published head: `210fcb1215a3b5e5ed84e420ddb73ab5952d9365`. Source
acceptance: `70a6800eea874bdb87685bf6eea66de79c48b577`. Parent #17670
landed as `b294de546bf9cd3a8578a7a66d7e8ec0eb939799`; normal
squash-ancestry reconciliation preserves the entire accepted descendant
tree. Final follow-ups change audits only.

- All 284 cases in six complete filesystem, startup and heartbeat owner
files pass, without skips, in 48.88 seconds. Four unused fresh
PostgreSQL 17 databases migrated through 0407 isolate destructive
fixtures.
- Three fixtures use supported external database paths. The
embedded-only lifecycle fixture temporarily uses its own external
database on this IPC-exhausted host, then is restored byte for byte. All
assertions and original timing limits remain unchanged. This qualifies
the local result; CI must still pass with the original embedded fixture.
- Actual database build, server typecheck/build, module boundaries and
exact-current migration order pass. The original concurrent idempotent
index SQL bytes are unchanged. All prior executable migration history,
journal entries and retained snapshots stay intact. The five snapshots
are 0403 through 0407.
- Populated 0406-to0407 upgrade preserves all 405 old receipts and all
38 companies, adds exactly one receipt and adds none on replay. The
cleanup index is valid and ready on fresh and upgraded databases. The
entire current database tree equals the source used for this proof.
- Both complete original and upstream patches are preserved. The actual
parent squash tree equals the already-adopted reviewed parent; resolving
eleven duplicate-ancestry text conflicts leaves the whole accepted tree
unchanged, not just selected files. Complete server, package, UI and
test trees still match the 284-case source acceptance.
- The audit retains earlier ownership, stopped-resource, receipt,
fixture and local-runner failures. The no-projects build filter was not
counted as a build pass; corrected actual build and complete reruns
passed before publication. Old draft review scores do not count for this
new head.
- Current-head Greptile gives 5/5 with no actionable findings, and all
57 checks pass. These checks establish worker behavior, not deployed
host/database suspension or measured savings.

## Risks

- Signals cover the existing single-process writer model. Independent
SQL writers and replicas need separate integration.
- The worker retains identifiers for actual pending work. Its index
excludes completed history but does not make large pending backlogs
free.
- File/provider cleanup can outlive an admission change once started.
Shutdown joins admitted operations. Unknown remote ownership remains
pending and no replacement environment is acquired for cleanup.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarm coverage and host-sleep safety remain unchanged. This
establishes worker quiet, not deployed host/database suspension or
measured savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and
PostgreSQL/filesystem tests. The runtime does not expose a more precise
model ID or context-window size for this turn.

## 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 21:51:47 -05:00
DottaandPaperclip 27270e9bf8 fix(server): wake interrupted retry cancellation from committed intent (#17667)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A parked scheduled retry has no executor to finish an interrupted
Stop request.
> - Its saved cancellation fence already records the work that remains.
> - The orphan reaper currently scans for that work on every heartbeat,
including idle periods.
> - This PR registers the existing records with the shared delivery
scheduler and wakes recovery after committed writes.
> - Recovery keeps the existing cancellation guards and settlement
behavior, then becomes quiet.

## Linked Issues or Issue Description

Refs #17666, the merged preceding PR in the recurring-server-work
migration stack. This PR targets master. Related cancellation work found
in the dedup search: #12301 and #7340. This PR changes the trigger for
interrupted parked-retry cancellation; it does not replace their
cancellation or retry policies.

**What happened?**

The periodic orphan reaper queries scheduled retries with cancellation
fences even when no cancellation needs recovery. Its first-20-row scan
can also stop behind malformed evidence.

**Expected behavior**

Committed cancellation intent wakes bounded recovery. Failed work
retains a retry. Startup reconstructs durable work. Empty or settled
work performs no recurring SQL for this duty.

**Steps to reproduce**

1. Start a server with heartbeat scheduling enabled and no interrupted
retry cancellations.
2. Observe the orphan reaper repeatedly query for cancellation fences.
3. Cancel a scheduled retry and fail the final status write after its
fence commits. Recovery must complete the existing Stop request without
running a provider or dropping its metadata.

**Paperclip version or commit**

Current parent squash `7afee8f0622e273d10506b0febfb68f143d168b1`. Source
acceptance `66107ae0a7ad85fd0476f91c4f8f98ae74a7a048`.

**Deployment mode**

Self-hosted server with the existing single-process transaction signal
model. Local evidence uses PostgreSQL 17.

## What Changed

- Add one domain-owned recovery worker over existing heartbeat run rows.
No new table. It delegates to run control and preserves original
cancellation, budget, and operator metadata.
- Signal cancellation fences, lifecycle transitions, dispatch
deferral/promotion/suppression, relevant settings changes, and deletion
within their owning transactions. Wrap only the ordinary database fence
in a short transaction; provider calls stay outside it.
- Keep startup/manual recovery compatible and remove this duty from the
periodic orphan sweep. Other reaper duties remain for separate PRs.
- Extend the shared scoped worker to retain pending work with a
memory-only admission retry while its owner is paused. Without pending
work, it schedules nothing. Existing GitHub consumers retain their
behavior.
- Add a concurrent idempotent partial index and lifecycle/producer
tests. Enable guarded disposable PostgreSQL URLs in affected test
harnesses.
- Reconstruct one hundred candidates per scope per scheduler pass.
Resume from the saved scope cursor and retain fair twenty-item execution
batches. Manual recovery starts cancellation before reading the full
backlog.
- Require the recovered browser reply to be saved before testing reload.
Keep all original assertions and time limits.
- Record the full producer audit, lifecycle limits, and failed attempts
in `doc/plans/2026-10-25-scheduled-retry-cancellation-sleep-audit.md`.

## Verification

Published head: `405e533394b26215e22d0452e9b0207d3f784a79`. Source
acceptance: `a35fa43b98e2bd378d4a920d2775ce243654838b`. The final commit
changes the audit only.

- All 363 backend cases in ten complete owner and consumer files pass
without skips. This includes actual Stop/retry producers, transaction
settlement, interrupted-write recovery, pause/resume, shutdown, fair
backlog processing and quiet after settlement. Seven separate fresh
PostgreSQL 17 databases prevent fixture interference.
- The two embedded-only backend fixtures temporarily use separate
external databases on this IPC-exhausted host. Their fixture imports and
native client teardown are restored byte for byte afterward. Assertions
and timing limits are unchanged. CI must still pass with the original
embedded fixtures.
- Two paging regressions fail on the prior worker and pass on the fix.
They cover cancellation before full reconstruction, a malformed first
page, fair batches, a newly committed intent behind the cursor, and no
later idle SQL. Per-candidate admission reads remain deliberate safety
checks.
- The repeated CI reload failure is reproduced with a temporary
twelve-second fixture settlement delay. The trace retains the same
five-second missing-reply assertion, even though a cleanup race masked
it in the top-level error. Requiring exactly one saved reply from the
resumed run passes under the identical delay. The fault is removed. All
six browser journeys pass on the final source in 40.5 seconds, with zero
retries and the original 120-second case and five-second reload limits.
- Browser acceptance uses the canonical CLI/server/static-UI path and a
fresh external database. Only fixture database-URI setup is temporarily
adapted and then restored. This is not an unmodified embedded
CI-environment reproduction. The six cases include the controlled case;
repeated runs are not added to the distinct count.
- Actual database build, server typecheck/build, module boundaries and
exact-current migration order pass. The database source tree is
unchanged from the verified 0405-to0406 upgrade: all 404 prior receipts
and 300 companies stay intact, exactly one receipt is added, replay adds
none, and the index is valid on upgraded and fresh databases. The five
snapshots remain 0402 through 0406.
- All earlier failures remain recorded in the audit. Prior head
`48b3fcb83f305616df02a4337a42ec0867bb4b80` had exact-head Greptile 5/5
but failed the repeated browser assertion. It was not retried blindly.
Its completed Ponytail review's backlog concern and old migration
paragraph are addressed here. Old scores do not satisfy new-head gates.
- Current-head CI passes. Exact-head Greptile and Ponytail both give
5/5, with no remaining actionable findings. These checks do not prove
deployed instance or database suspension.

## Risks

- Only supported in-process writers produce local transaction signals.
Independent SQL writers or other replicas need a separate ingress
contract. Startup reconstructs saved obligations.
- A real failure retains bounded retries. Unknown commit outcomes retain
the shared intent hold. Neither is discarded to report quiet.
- Per-owner drain uses a memory-only admission recheck. The shared
helper change affects existing consumers, which have focused regression
coverage.
- The partial index is concurrent and idempotent; it adds index storage.
Each scoped load reads at most one hundred rows. The shared helper
retains discovered pending IDs between passes, so a large unresolved
backlog still uses memory.
- Cloud alarms, idle-safety exemptions, and other reaper duties remain
separate. Merge requires passing current-head CI and review gates.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and local
PostgreSQL tests. The runtime does not expose a more precise model
identifier or context-window size for this turn.

## 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 21:07:55 -05:00
scotttongandPaperclip 71f0c0c99e feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People coordinate work through conversations, tasks, and requests
for input.
> - These surfaces must share task state and preserve the context of
each decision.
> - The existing workspace makes people switch surfaces to follow that
context.
> - This pull request adds an optional Coordinator workspace with linked
conversations, tasks, documents, and decisions.
> - Each person can enable it in Settings > Experimental and return to
the classic workspace.
> - The benefit is a coherent path from a request to an assigned task
and reviewed work.

## Linked Issues or Issue Description

**Subsystem affected**
UI, server, shared contracts, and database.

**Problem or motivation**
People need a consistent way to start tasks from agent conversations,
answer questions, review work, and return to the source context.
Decisions and task state must agree across these surfaces.

**Proposed solution**
Add a personal, default-off workspace experiment. Keep one conversation
per agent. Add task proposals, compact task and decision cards,
contextual document panels, and a Needs You queue with search, filters,
sorting, grouping, and history.

**Alternatives considered**
Replacing the classic workspace for everyone would remove the opt-out
path. Keeping separate decision state in each surface would create
conflicting answers. This change uses the existing canonical task and
interaction records instead.

**Roadmap alignment**
This supports the existing agent chat, task management, and human review
capabilities. It is an experimental presentation choice. The user
requested this isolated implementation after design review. No Discord
discussion is claimed.

## What Changed

- Add per-person workspace preferences, a default-off setting, and an
additive migration.
- Add Coordinator navigation, pinned destinations, task lists, agent
switching, and contextual panels.
- Link task suggestions and creation to the source conversation. Default
new task ownership to the current agent unless the user specifies
another owner.
- Share pending questions, decision receipts, exact review targets, and
history across tasks, chat, and Needs You.
- Preserve task access, assignment authorization, revision binding, and
required output review gates.
- Add compact document links, relative timestamps, composer controls,
and reduced-motion support for task and decision transitions.
- Add component stories, regression coverage, and capability-map
documentation.

## Verification

- Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on
master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29,
2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional
skips, no pending or failed checks**. [Current CI
run](https://github.com/paperclipai/paperclip/actions/runs/40790639688)
passed without a rerun on this head.
- Fresh Greptile **5/5**, zero new comments and zero open review
threads; Superagent passed with no suspicious changes.
[Checks](https://github.com/paperclipai/paperclip/pull/17983/checks).
- Local workspace typecheck/build passed after the latest rebase. The
final account-read patch passed UI typecheck/build and all 12 related
preference/settings tests, including a delayed real-client request
across account changes. Earlier scoped checks cover review
deduplication/replay, decision deep links, cross-surface state, access
boundaries, and migration replay.
- Local database/browser rechecks after the latest rebase were limited
by exhausted macOS shared-memory IDs: `initdb` failed before database
creation. The local run passed 31 UI/snapshot tests and skipped 24
database tests; those skips and the blocked local browser start are not
claimed as passes. The independent Linux CI database and browser checks
passed. No running dev database or host setting was changed.
- Upstream migration 0403 is preserved. Preferences and durable review
retry aliases are generated as replay-safe migrations
`0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest
snapshots are retained. Every detected conflict was rebased and pushed
before waiting for CI/review, as requested.
- The PR is unmerged. The active master ruleset still requires
code-owner approval for the changed Paperclip skill; no approval or rule
change was performed.

<details>
<summary>Earlier verification failures, integration history, and
evidence</summary>

These entries preserve prior checkpoints and failures; the current
acceptance result is above.

- Focused UI and server checks from the isolated build are recorded in
the implementation plan.
- Browser checks covered the opt-in shell, navigation, task/document
links, and decision card states. No new live provider trial is claimed
for this handoff.
- Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`,
rebased onto master `8bc051245` immediately after its GitHub
review-repair migration took 0403. Preferences are generated as
idempotent `0404_tense_silver_sable.sql`, preserving upstream
SQL/journal/snapshot history and five newest snapshots. GitHub reports
MERGEABLE after the immediate lease-protected push. Scott's updated
instruction is to rebase and push every conflict resolution first,
without waiting for CI or Greptile; verification follows the push.
- The final reviewed feature tree was consolidated for repeatable
single-commit rebases. The complete previous commit history remains
reachable through local recovery ref
`codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot
`0e1bbdf4e`). The actual rebase completed, and its tree hash exactly
matches that resolved snapshot. The force-with-lease required the known
remote head `0e6ef7c44`, protecting against concurrent branch changes.
No PR merge or permission/runner setting change occurred. Fresh
CI/review are in progress for the current head.
- `2001132fa` received Greptile 5/5 with one nonblocking account-switch
read finding. Current head detaches path-coalesced preference GETs and
disables HTTP caching, retaining React Query's account-scoped sharing. A
delayed real-client GET regression proves account B can load its saved
choice before account A responds, and A's late response only updates A's
cache. Preference/settings tests 12/12 and UI typecheck passed; its
review thread is resolved. Fresh current-head CI/reviews are pending.
The prior CI chat shard 3 ended with “The operation was canceled” and no
assertion failure ([job
123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631),
`/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed
to that cancellation.
- `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass. All browser tests including the repaired YAML shard
passed, and 54 checks passed. General server shard 9 ended with “The
operation was canceled” and no failed assertion; its test step was
marked cancelled (job
[123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893),
log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was
started after the workflow completed, but master moved while it ran. A
local nested-clone check timed out in its 30-second database-startup
hook and then failed cleanup before the 20 database cases ran; this is
retained as a local verification limit
(`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or
proof of the CI cancellation cause.
- Following Scott's instruction, the new conflict was rebased and pushed
immediately without waiting for that rerun. Upstream's
`0403_natural_cerise.sql` is preserved; regenerated preferences and
retry-alias migrations are `0404_tense_silver_sable.sql` and
`0405_harsh_avengers.sql`, replay-safe with five newest snapshots
retained. The YAML helper conflict combines upstream's click and header
behavior with the editor-selection guard and injected regression.
Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase
work. Current head is MERGEABLE. Full workspace typecheck/build passed;
UI and snapshot checks passed 31 tests, but 24 database tests were
skipped by the local support probe, and the local browser server could
not initialize PostgreSQL. A direct disposable `initdb` diagnostic
established the host limitation: `could not create shared memory
segment: No space left on device` (`shmget`, shared-memory IDs
exhausted, not disk space). No dev database or host setting was changed.
Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`,
`/tmp/pr17983-2001132-db-probe.log`; checks:
`/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`,
`/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`.
These local skipped/blocked checks are not claimed as passes; fresh CI
on independent runners is in progress.
- `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass, but [E2E shard
7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925)
failed parsing an Advanced YAML clipboard read beginning with “Skip to
Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`.
Current head hardens the test helper to verify editor focus and
selection, clear stale clipboard content, and require the YAML header at
the start of a fresh copy before parsing. Saved-state assertions and
timeouts are unchanged. All six Advanced YAML browser journeys passed on
a disposable local instance (41.0s); the exact lost-response journey
also passed with a one-time injected surrounding-page copy, verifying
rejection/reacquisition (17.6s). The precise browser focus/clipboard
timing in CI remains unproven; the observed invalid-read path is now
guarded and deterministically exercised. Logs:
`/tmp/pr17983-yaml-clipboard-scope-browser.log`,
`/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head
CI and reviews are pending.
- `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking
deep-link finding. Current head preserves attention links using
`?decisionId=`: the requested pending decision is rendered even beyond
the first 40 cards, focused and scrolled into view, then only that
parameter is consumed so later refreshes do not refocus. Other URL
parameters remain. Needs You tests 10/10 and UI typecheck passed; its
review thread is resolved. The preceding post-rebase regression run
passed 45/45 tests. Fresh current-head CI/reviews are pending.
- `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and
Superagent pass. While 32 checks had passed, master moved and caused a
documentation conflict in `maps/feature-map/onboarding.md`. Rebased
immediately, preserving both onboarding paragraphs. The complete
four-commit branch was pushed as `19e6dcb0b` before waiting on
CI/review, per Scott's instruction. A transient Git index lock
interrupted the first continue; the command sequence briefly pushed
intermediate `34e298c07`, then the completed rebase was immediately
pushed. All feature and security/retry fixes are present; local recovery
ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase
history. The only tree differences from that ref are upstream's two
smoke-test files and the combined documentation paragraph. GitHub
reports MERGEABLE. Fresh current-head verification is in progress;
prior-head review results are not current acceptance.
- `21efa3120` passed Superagent but Greptile scored 4/5 for a valid
retry-key persistence bug: an acknowledged duplicate key could reopen a
resolved review. Current head adds an additive, replay-safe
`0404_light_swarm.sql` migration for indexed, task-scoped aliases from
acknowledged retry keys to the canonical interaction. Alias registration
and retry lookup occur under the existing task lock; payload/actor
mismatch still conflicts, and each canonical review permits at most 100
aliases. Original and acknowledged keys replay the terminal result
rather than creating a new gate. Five newest migration snapshots are
retained. Service/routes tests 165/165 passed; final quality review plus
migration replay/snapshot checks 25/25 passed; server typecheck passed.
The P1 thread is resolved in code; fresh current-head reviews and CI are
pending.
- `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile
findings, but Superagent check
[123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812)
correctly flagged unbounded pending quality-card creation. Current head
fixes that under the existing task-row lock: equivalent requests with
fresh idempotency keys reuse the pending card; conflicting requests for
an unresolved deliverable return the existing interaction ID; pending
cards are capped at ten per task across all reviewers. Distinct outputs
remain independent, and already-answered items in a partially pending
batch can receive a fresh review. Added real-database concurrency,
cross-card duplicate, partial-answer, and hard-cap regressions. Quality
review 22/22 tests and final server typecheck passed; earlier
service/routes 163/163 tests passed before the final partial-answer
refinement. One added assertion initially expected a service HTTP error,
but duplicate keys are rejected earlier by the existing shared schema;
the assertion now verifies that validation. Fresh current-head
CI/reviews are pending; the action-required security result is not
treated as passed.
- `c9c575e5f` completed all 56 checks successfully with four conditional
skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are
fixed in the current head: independently bound quality approvals now
each remain visible in attention; changing/clearing URL-backed
assignee/status filters updates the URL and survives task navigation.
Both review threads are resolved. Regression evidence: attention service
34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server
typechecks and the full workspace build passed on `69c2c7543`. The first
new UI test run caught an assertion racing React Router's transition;
waiting for the navigation before asserting passes without weakening the
navigation/remount checks. These older-head green checks are not claimed
for the new fix commit.
- Preceding `0e6ef7c44` completed all 56 checks successfully with four
conditional skips, fresh Greptile 5/5 and no open findings, and passed
Superagent. A fifth migration-metadata collision arrived before the
final Runner job finished. Those green results are preserved as
prior-head evidence, not current acceptance.
- Previous fully verified migration head:
`0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master
`f8226b051` after the fourth migration-number collision. Master added
terminal GitHub-response migration 0401 while the final native check
ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and
preferences are generated as idempotent `0402_yielding_blink.sql` on
top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE
after the push. All 1,155 relevant
migration/review/interaction/native-execution/remote-assets tests,
workspace typecheck/build, migration guards and whitespace checks pass.
Fresh exact-head CI/Greptile/Superagent are pending.
- Immediately preceding head `36c67cf03` completed all 56 checks
successfully with four conditional skips, fresh Greptile 5/5 and no open
findings, plus passed Superagent security. No retry was needed for that
head's CI. Master advanced and introduced only a migration-metadata
conflict while its final native check ran, so that green result does not
establish acceptance of the current integration. Four consecutive
collisions (0398, 0399, 0400, 0401) during verification are retained as
concrete integration churn; a brief pause of competing migration merges
was requested, without assuming it happened or changing any repo
setting. The PR has not been merged.
- Prior fully verified head: `36c67cf03`, on the clean `30059c0ed`
integration of master `efd65c112`. The last Greptile P2 is fixed: Needs
attention retains the participant-agent scope through authoritative
server membership queries for each pending task, including historical
participation when another agent currently owns the task. It does not
approximate participation with current assignment or enumerate every
company task. The actual view-switch regression and all 31 focused
task/routing/collection tests, UI typecheck/build, token gates and
whitespace checks pass. Greptile completed a fresh 5/5 review on this
exact head (review 19) with zero new comments and no open review
threads. CI and Superagent remain in progress; no current-head CI
failure has been reported.
- Head `30059c0ed` received Greptile 5/5 with that one nonblocking
participant finding, now fixed. Superagent passed that head.
Current-base integration restored the ephemeral RunsOn fleet after a
superseded workflow retained queued aggregate jobs: normal cancellation
was insufficient; the single force-cancel request was interrupted but
readback confirmed that obsolete run cancelled and current CI began on
the trusted fleet. No cancellation retry or runner/security/workflow
changes were made. Its partial CI was superseded by the necessary
participant fix and is not current acceptance.
- Previous compatibility/base-sync head:
`30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master
`efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports
MERGEABLE after the push. Coordinator keeps Inbox standalone under More
without rewriting the instance's Combined Inbox preference; opting out
restores that preference. Saved merged-Inbox URLs resolve to their
original owner, task status presets remain usable, and canonical
repeated `workspace` parameters retain scoped, deduplicated pagination
(including Needs attention). All 192 broader
routing/Inbox/sidebar/privacy/review tests and the final 16 task-page
tests pass, as do workspace typecheck/build, token gates and whitespace
checks. The two review threads are resolved. Fresh exact-head CI,
Greptile and Superagent results are pending.
- The preceding `d5b9be5bd` remained mergeable but its CI routing gate
intentionally fell back to GitHub-hosted runners: “stacked base merge
commit does not contain the current base branch.” All 45 downstream jobs
stayed queued. Current master was merged cleanly to refresh the pinned
base; no runner/security settings or workflow logic were changed.
Greptile scored that preceding head 4/5 with the two compatibility
findings fixed here. Its automatic Superagent scan was inconclusive at
checkout; the documented retry was still pending when superseded. Those
results do not establish acceptance of this current head.
- Previous approval/migration head:
`d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master
`ba5bba86d` and the stale-output approval correction. GitHub reports
MERGEABLE after the push. The fresh P1 finding is fixed: every submitted
item now validates and locks its bound output inside the resolution
transaction, whether or not it carries a required-quality-review
binding. Real database regressions verify that an advanced document
revision or deleted attachment refuses the entire batch without
recording approvals, and current ordinary output reviews still resolve.
All 272 combined migration/review/interaction tests pass; workspace
typecheck/build passed. Fresh exact-head Greptile and CI are pending.
The automatic Superagent scan ended inconclusive at checkout; one
documented on-demand retry is pending. These are explicit verification
limits, not passed security results. The P1 thread is resolved.
- Master consumed the next migration slot three times during this
verification pass: confirmation recovery took 0398, continuation
recovery took 0399, and GitHub acknowledgement recovery took 0400. Each
upstream SQL/journal/snapshot is preserved unchanged. Preferences are
now generated as idempotent `0401_white_lenny_balinger.sql` from
upstream 0400; exactly five snapshots remain, and replay coverage
locates this migration by table content. This is recorded concurrent
integration churn, not a claim that older green results apply to the
latest base.
- Head `ed3b68da9` fixed the two history/URL findings with 26 focused
regression tests, server/UI typechecks, workspace build and token gates
passing. Greptile then scored that head 4/5 with the stale-output P1
corrected in the current head. Its partial CI is superseded, not counted
as current acceptance.
- Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge
of master `063cfd438`. The two fresh Greptile findings are fixed:
history outcome filters now match recorded per-item verdicts in SQL
before pagination (mixed reviews remain in both applicable outcomes),
and same-page URL assignee changes/back/forward navigation update that
filter without clearing independent filters. All 26 focused
database/navigation/collection tests, server/UI typechecks, workspace
build, token gates and whitespace checks pass. The two review threads
are resolved. Fresh exact-head CI, Greptile and Superagent results are
pending.
- The `8458d39d9` migration integration also passed all 328 targeted
migration/interaction/confirmation tests, workspace typecheck/build and
Superagent security scan. Greptile scored that head 4/5 with the two
functional gaps fixed in the current head; those prior-head checks are
not current acceptance.
- Migration integration head:
`8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master
`063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE
after the push. Master advanced twice during this conflict-resolution
pass: first its confirmation-recovery migration took 0398, then its
continuation-recovery migration took 0399. Both upstream migrations and
journal entries remain unchanged; Coordinator preferences are now
generated as idempotent `0400_sad_guardian.sql` from upstream's latest
snapshot. Exactly the five newest snapshots remain. The replay
regression now locates the table migration by content instead of
hardcoding a renumbered filename.
- All 328 targeted question/review/confirmation/migration tests passed
again after the second merge. Workspace typecheck/build and fresh
exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed
workspace typecheck/build and Superagent security scan, but was
superseded because master consumed migration 0399 while those checks
ran. That prior-head result is not acceptance of the current head. No
production settings or runner/security permissions were changed, and the
PR has not been merged.
- Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`,
integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub
reports MERGEABLE after the push. The renewed conflicts were
`0398_snapshot.json`, `_journal.json`, and the top imports in
`issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery
index and journal history are preserved unchanged; Coordinator
preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with
replay coverage updated and exactly the five newest snapshots retained.
Both terminal confirmation notifications and Coordinator task
assignment/required review behavior are preserved.
- All 328 targeted interaction/review/confirmation/migration tests pass,
as do workspace typecheck, map validation and whitespace checks. The
workspace build and fresh exact-head CI/Greptile/Superagent checks are
pending. The first migration-generation attempt hit the sandbox's local
IPC restriction before generating files; the unchanged authorized local
generation completed successfully. Prior-head green checks below do not
establish acceptance of this merge.
- Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`,
with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE.
Greptile completed a fresh 5/5 review on this exact head with zero new
actionable findings and no open review threads. The [fresh CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319)
completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E
shards. Final completed check set: 55 succeeded, four conditional checks
skipped, zero pending/queued/running checks, and one
neutral/inconclusive Superagent scan. The auxiliary commitperclip review
and isolated native Runner compilation/cache-reuse check both passed.
This is not a claim that Superagent produced a passed security verdict.
GitHub still reports MERGEABLE against current master
`60b8089a44b4eaa37e627adbfdf2f130bda13335`.
- Current-head E2E: all eight shards and the aggregate passed, including
the previously failing YAML browser journey. Serialized server shard 9/9
failed: the protected YAML projection test exceeded its original
15-second timeout; its late update request then reached the next test's
reset mock (the captured payload is the prior test's model/label
update). All 88 tests in that exact unchanged file passed locally in
38.03 seconds, with no timeout or assertion changes. The original
slow-request cause remains unproven. CI failure log:
`/tmp/pr17983-8b7-serialized9.log`; local recovery:
`/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged
shard rerun passed, and the workflow completed SUCCESS. Rerun log:
`/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is
retained; a passing retry does not establish its original slow-request
cause.
- Greptile scored preceding head `4873704be` 5/5 with one valid P2:
opened task decision records missed company-scoped live invalidation.
The current head uses the existing company decision prefix for
resolution and effect-completion events, and resets private record
payloads on access changes. Its thread is resolved. All 107 focused
record/live-update tests, UI typecheck/build, token checks and
whitespace checks pass.
- CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML
lost-creation-response journey: its clipboard helper selected page text
starting with “Skip to Main Content” instead of YAML. The exact
unchanged journey passed in a disposable local browser instance (1 test,
17.1 seconds). No assertion, timeout or production behavior was
weakened; the original failure cause remains unproven. Failure log:
`/tmp/pr17983-487-e2e7.log`; local check:
`/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML
browser suite also passed locally (6 tests, 37.8 seconds). Fresh
current-head CI subsequently passed this journey and all other E2E
shards.
- Both the automatic and one supported on-demand Superagent scan on
`4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base
checkout failed or timed out.” These do not count as a passed security
verdict. The current head's automatic scan and one documented on-demand
retry also returned the identical neutral checkout failure, with zero
annotations or further diagnostics. This is an external scanner blocker,
not a passed security verdict. No security settings or permissions were
changed.
- Recorded decision links now render and focus the full source-task
record in both Classic and Coordinator, including recorded choice,
submitted inputs, and the existing effect-result resolver. Fresh
terminal records take precedence over older open-decision cache entries.
Context and account checks keep mismatched or inaccessible records out
of the DOM; no decision-history tab was added to tasks or chat. The
shared company live-run feed now drives live-only filtering, including
ended runs and terminal tasks with stale run entries. All 213 focused
tests, UI typecheck/build, token and whitespace checks pass; the final
focus follow-up passed all 188 task-detail tests and UI typecheck. The
first new navigation test failed because its test host omitted company
context; the host was corrected before the passing run.
- Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1`
merges master `1aa3a21ac` after four additional upstream commits. The
sole conflict was competing imports in `server/src/services/issues.ts`;
both quality-review policy and inbound wake-notice notifications are
preserved. The PR-specific review import now sits beside
execution-policy imports instead of the frequently changing first line.
GitHub mergeability is rechecked after the push.
- On the combined master tree, workspace typecheck/build, all 153
affected UI tests, map validation, and whitespace checks pass. Four
server suites passed 77 tests; the fifth suite's module-import hook
timed out while broad verification was running. Its unchanged isolated
run passed all 41 tests in 7.2 seconds with the original timeout. This
records recovery without claiming the original import-timeout cause is
proven. CI on `375c5e895` passed every substantive job, including all
eight E2E shards and Superagent; Greptile found the two functional gaps
fixed in the current head. A short-lived `669d90876` commit added the
main fixes before the focused navigation follow-up.
- Immediately preceding head `9d9737b49` completed all 56 checks
successfully with four conditional skips, Greptile 5/5 and no open
findings, plus a successful Superagent scan. The signoff E2E shard
passed on its single accepted rerun; its initial cancellation/timing
failure is retained below. Master moved again while those checks ran,
requiring this final integration rather than treating the prior head's
green result as current acceptance.
- Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes
master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was
subsequently conflicted by moving master. The master merge preserved
durable account-bound writes and Coordinator UX. Workspace
typecheck/build, 416 focused UI tests, and 142 affected comment-route
tests passed. A stable full UI run on preceding head `938ad1665` passed
all 9,833 tests across 836 files; its final full workspace build also
passed.
- Greptile found nested proposal project inheritance and Classic
bound-revision links on `91be74952`. Both were fixed with 142
interaction-route tests, 113 focused UI tests, and UI/server typechecks.
Its next review identified a valid draft-preservation bug in the new
Classic loading UI. Head `9d9737b49` keeps loading/error notices outside
editors and annotations while preserving dirty drafts; 115 focused
review UI tests pass, including pending/failed revision loads and
continued draft editing. All related threads are resolved. Greptile
completed a fresh 5/5 review of
`9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings.
- CI on `938ad1665` exposed an integration regression with the newly
merged durable startup saves: the personal preference gate blocked the
task page before its first session lookup. The guarded title editor now
mounts while that lookup is pending, with presentation-specific tools
still gated. All 216 affected component tests pass. The unchanged
five-test `disconnect-write-recovery.spec.ts` browser suite passes
against a newly launched disposable local-trusted PostgreSQL instance on
port 33219, including the exact failed startup-save journey. No live
provider, hosted authentication or production proof is claimed. The
helper-owned test server exited and the port has no listener. UI
typecheck, built-browser assets, token and whitespace checks pass.
- Initial durable-write merge tests found duplicate imports and unscoped
draft fixtures, fixed before 416 focused tests passed. A sandbox
typecheck could not create its IPC socket; the supported rerun passed.
The first revision-link test used a wrong Return to latest button
assertion, corrected before the 113-test pass. The startup E2E
reproduction initially still failed because an outer shell gate also
blocked the page; the subsequent fix passed all five cases without
changing the test or its timeouts. A focused loading-header assertion
initially used an incorrect fixture title; correcting it preceded the
216-test pass. These failures remain recorded.
- Earlier routing gates fell back to GitHub-hosted runners while master
was moving or conflicted. Superseded queued runs were cancelled, then
the `938ad1665` routing gate explicitly selected the ephemeral RunsOn
fleet. Its CI actively executed and completed most tests; only the
diagnosed startup E2E shard and aggregate failed, alongside the valid
Greptile finding. Auxiliary GitHub-hosted workflows also completed
successfully on earlier heads, so queueing alone is not an
administrative blocker. Fresh [CI on
`9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678)
is the acceptance target; the previously failing startup E2E shard now
passes. A different signoff E2E shard failed during executor
resubmission when its fixture run was cancelled as
`issue_continuation_waiting_on_review`. The exact unchanged journey
passed locally (1 test, 46 seconds), and the preceding head with
identical server/signoff code passed that CI shard. This supports a
bounded rerun but does not establish the timing failure's root cause.
After the workflow finished, GitHub accepted one rerun of that failed
shard and its dependent aggregate; both passed, completing all checks on
that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log`
and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No
assertion or timeout was weakened.
- On the first merge, full workspace typecheck/build, all 9,622 UI
tests, 267 tests across seven affected server suites, two migration
checks, map validation, token gates, and the PR diff whitespace check
passed. Greptile then found duplicate local task-search filtering and
lost completed item-review detail. Both are fixed, with 42 passing
focused UI tests and passing UI typecheck/build.
- A subsequent Greptile review found attachment confirmations without
working links and mobile history without a visible host. Confirmation
layouts now derive the authenticated immutable-content endpoint from the
attachment ID, and Needs You uses the existing full-screen mobile sheet.
All 119 focused tests pass, including missing/stale display URLs, both
review layouts, and both mobile history entry buttons. UI
typecheck/build and token checks pass. Full workspace typecheck/build
also pass after the second master merge.
- Greptile gave head 22f69c304 a 5/5 score with one non-blocking
desktop-history reopening finding. Head 6dd52b6d3 fixed it, passed all
nine history tests, UI typecheck/build, token gates, and the full
9,679-test UI suite, then received a fresh 5/5 review with zero open
findings. These are prior-head results; review on the master-sync commit
is pending.
- The chat and workspace CI jobs on head 22f69c304 were interrupted by
runner shutdown signals and cancellation before completing their tests.
Their logs do not report failing assertions. Those interrupted jobs are
not claimed as passes. The new head starts fresh runs.
- The first merge CI had a Slack session-sync idle assertion fail after
an unexpected database read. Its exact isolated reproduction passes, and
the chat CI shard passed on head 618c5a2a3. The original failure's cause
remains undetermined. The broader local reproduction, run concurrently
with full verification, instead encountered 21 timeout failures across
its two test chunks; it is not claimed as a passing full local server
run. A concurrent local UI run had eight failures (seven timeouts and
one delayed autosave assertion). The complete UI run on the final head
passed all 9,679 tests across 830 files with two workers; no test
timeout or assertion was weakened. This establishes recovery without
claiming that every earlier timeout's cause has been proved. An earlier
intermediate UI run also overlapped the second master merge and failed
the newly added Advanced-sidebar expectation, so it is not treated as
stable-tree evidence. The newly merged UI dependencies initially
required refreshing the local install from the upstream package
manifest; the generated local lockfile update is not committed, per
repository policy.
- Superagent returned neutral/inconclusive scans on the preceding heads
because its pinned merge-base checkout failed or timed out. The
available retry endpoint returned 404. These are not successful security
verdicts. The fresh scan on `91be74952` passed (PR scan passed; no
suspicious PR changes detected). The `938ad1665` scan again returned
neutral/inconclusive with the same pinned merge-base checkout error; the
check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan
completed successfully at 18:22 UTC with no suspicious changes detected.
Earlier neutral scans are not counted as successful security verdicts.
- Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI
tests across 826 files, received Greptile 5/5 with no open findings, and
completed CI with 56 passes and four conditional skips. These are
historical results, not acceptance of the latest merge commit.
- The first full build found generated capability-contract drift. The
generated outputs were refreshed. Initial sandbox runs could not open
local IPC sockets; verification was rerun with local test access.
- Current master was merged. The workspace preference migration was
regenerated after the existing migration history.
- The UI run first found two outdated expectations: early custom-answer
validation and the document access error copy. Both were corrected, and
the full UI suite then passed.
- The local server run found three failures in unchanged tests. The Muse
test passes with Python 3.13 instead of the host's Python 3.9. The two
workspace tests pass when their test process uses the expected master
default branch. These environment settings do not change application
behavior or global machine settings. The unsharded server run was
stopped after those reproductions; CI supplies the full sharded server
result. No successful full local server run is claimed.
- Skill inventory generation needs an external eval checkout, which is
absent locally. The existing generator functions refreshed only the live
skill inventory and its derived files. The checked-in eval inventory was
preserved. The inventory validation gate passes.
- Greptile found a dropped MCP review requirement, missing per-item
output links, generic item-review summaries, and a history-refresh
failure. The fixes have 32 passing database-backed server tests and
focused rendered-card tests. A follow-up partial-review finding was
corrected by forwarding the canonical mutation status before settling
the card. Attachments open through the authenticated immutable-content
route in both card layouts. The final focused UI set has 117 passing
tests, including these regressions.
- Both browser shards that first failed expected a disabled-chat
message. The copy was restored, and those shards passed in CI on the
next commit. The two journeys also passed locally. One local attempt
first timed out before feature disable while waiting for the provider's
initial message; its isolated reproduction passed. That earlier timing
failure remains recorded and is not presented as an explained
infrastructure failure.
- Serialized server shard 9 first failed during pnpm setup with
ECONNRESET, before dependencies or tests ran. Its single rerun passed
setup and all tests. The build and production runtime boot passed on the
first attempt, but that run's public-install step timed out during Pi
setup. The single build-job rerun passed compilation, runtime boot, and
clean public-install verification. Those setup scripts are unchanged by
this PR. The successful retry establishes recovery; the earlier Pi
timeout's underlying cause remains undetermined. The aggregate CI gate
is green: [workflow
run](https://github.com/paperclipai/paperclip/actions/runs/40637789695).

</details>

## Risks

- This touches shared task, interaction, and completion paths.
Regression tests must cover classic and experimental behavior,
authorization, duplicate answers, and stale review targets.
- The additive preference table must migrate before the setting is used.
The setting defaults off.
- The experiment changes navigation and message presentation. Canonical
task and document records remain the source of truth.
- The initial task brief and saved plan can repeat information. This
change fixes chronology; a broader redundancy policy remains a design
decision.

## Model Used

OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests,
and browser verification. Earlier iterations used Codex models in this
task; their exact model IDs are not available in the current context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used
- [x] I have checked ROADMAP.md
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have 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
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 17:20:01 -07:00
DottaandPaperclip 8bc051245f fix(server): wake stale GitHub review repair from committed changes (#17664)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/215/changes/paperclip/215
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub checks and task admission can finish in either order.
> - A check can reject an old head before admission creates its review
row.
> - The chat maintenance loop repeatedly scans for that late review.
> - Existing cancellation and delivery receipts already identify the
repair.
> - This pull request wakes repair from committed changes and leaves
settled history quiet.

## Linked Issues or Issue Description

**What happened?**

GitHub chat maintenance repeatedly scans all review projections. Empty
instances and retained history incur database work even when no repair
is owed.

**What did you expect?**

A committed stale-head cancellation or admitted review should wake
repair. Only the exact delivery's unassessed queued/running review
should become superseded. When no repair remains, this duty should stop
making database calls.

**Steps to reproduce**

Configure a GitHub chat endpoint and leave it idle after all reviews
settle. The previous maintenance callback continues to call
repairSupersededReviews. A rapid push can also cancel a check before
admission inserts its review, which explains why recovery must remain.

Refs #17662, the merged review-check publication parent. Related #17661
and #17656 migrate terminal responses and acknowledgements. This slice
owns only late stale-head projection repair.

## What Changed

- Move the repair predicate and execution into the GitHub provider
owner. Match the original admitted delivery and cancellation receipt.
Recheck state and assessment in the update.
- Register a scoped worker with the existing coordinator. Use keyset
pages and fair bounded dispatch. Keep retries only for unresolved repair
or failed reconstruction.
- Signal before cancellation, automatic receipt insertion,
automatic-review binding, and check-driven review-state writes. Preserve
existing transaction ownership and outer commit behavior.
- Remove the periodic provider wrapper and publication-maintenance
callback. Preserve explicit manual recovery and independent
missed-webhook recovery.
- Add two concurrent, idempotent partial indexes. Use a guarded delivery
UUID lookup and a bounded exact-receipt lookup. Add no tables.
- Add ten real-database lifecycle and producer cases. Document the
producer audit, failure history, and remaining limits.

- Keep YAML browser reads scoped to the editor after focus changes, with
the original journey assertions and deadlines.

## Verification

Current source: `0886a0229b1c4f68d2f582da86aa1f248e9124f3`.

- At `dd6bca0485c3444d6e3d0ee10ec4aa651e801392`, **287 distinct cases
pass**: 274 complete GitHub workflow cases and 13 startup cases. The
GitHub command filters out 1,485 unrelated cases. The workflow suite
uses a new, pre-migrated PostgreSQL database.
- Coverage includes both orders of cancellation and admission, outer
commit and rollback, restart, drain, standby, failed-update retry,
concurrent assessment under an observed row lock, shutdown during that
wait, more than one candidate page, manual history, and settled-history
quiet.
- Database build, server typecheck/build, module boundaries, and target
migration order pass.
- Canonical migration `0403_natural_cerise.sql` preserves both original
index definitions and concurrent idempotent creation. All 401 parent
migration receipts remain unchanged during upgrade. One new receipt is
added. Replay adds none. Both indexes are ready and valid on fresh and
upgraded databases. The five newest snapshots remain.
- The normal parent merge preserved the prepared tree. The later browser
fixture repair changes only its central read helper and verification
note. Entire server, package, and UI trees remain identical to the
accepted source.
- [The owning
audit](https://github.com/paperclipai/paperclip/blob/0886a0229b1c4f68d2f582da86aa1f248e9124f3/doc/plans/2026-10-25-github-review-projection-sleep-audit.md)
records the exact evidence and earlier failures. Earlier query-plan
measurements retain their historical revision scope.
- Fresh current-head CI and Greptile review remain required. No deployed
sleep, full repository-suite, or fleet-savings claim is made.

Failure accounting: browser shard 7 failed twice on
`1453a4447c0d4d33f713ae3e00734c7950f95426` because the YAML helper read
whole-page clipboard text while main was focused. Three isolated
unchanged local passes did not resolve that failure. A controlled native
focus-loss probe reproduced the same error before the repair and passed
after it. The helper now clears stale clipboard data, focuses the
editor, and waits within the existing expectation budget for a fresh
YAML copy. All six complete YAML journeys pass with zero retries in 50.9
seconds. Journey assertions and deadlines are unchanged. The temporary
fault is removed. The exact CI focus-change trigger remains unknown.
[Both CI
attempts](https://github.com/paperclipai/paperclip/actions/runs/40777754306)
remain part of the verification record. Fresh new-head checks are
required.

Ponytail follow-up: the 4/5 review of `b3c81ba` was conditional on
fixing a stale startup-test slice marker, so the merge was held.
Boundary assertions reproduced the invalid -1 end index. The test now
uses the existing timer declaration and checks both bounds; all 13
startup/hostname cases pass. The optional no-op coordinator cleanup is
already in #17666. The six YAML journeys and all production code remain
unchanged. Fresh review and CI are required for this corrected head.

## Risks

- Missing a future producer signal could delay discovery until restart.
Supported writers share the current database owner's process-local
notification scope. Independent SQL writers and other server processes
need their own integration.
- The migration builds indexes concurrently. The existing migration
runner handles interruption and invalid index recovery.
- Direct GitHub missed-webhook discovery remains periodic. This change
does not make the whole chat service idle.
- Existing Cloud wake coverage and sleep blockers remain unchanged.
These tests do not prove deployed host or database suspension.
- Each remaining sleep slice needs its own review and CI checks before
merge.

## Model Used

OpenAI Codex (GPT-6), with reasoning and code execution. The exact
serving model ID and context-window size 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 18:42:54 -05:00
DottaandPaperclip 65fa1cd617 fix(server): schedule GitHub review checks from committed changes (#17662)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/213/changes/paperclip/213
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub review checks report the state of admitted agent work.
> - The chat maintenance loop searches for check work even when none
remains.
> - Existing action rows already record unfinished publication and retry
deadlines.
> - Committed changes can wake those rows through the shared
coordinator.
> - An unresolved check must still detect a remote head change when a
webhook is missed.
> - This pull request schedules only outstanding checks and leaves
settled history quiet.

## Linked Issues or Issue Description

**What happened?**

The GitHub chat maintenance callback repeatedly queries review-check
actions. Empty queues and completed history still incur database reads.
Local state changes wait for the maintenance callback.

**Expected behavior**

Committed check creation, review binding, run changes, and
publication-lease release wake the worker. Existing retry and
remote-head deadlines apply only to unfinished checks. A settled worker
makes no recurring database or provider calls.

**Steps to reproduce**

Configure a GitHub bot with no outstanding checks, or finish all of its
checks. Leave the instance idle. The old maintenance callback continues
to call the check service.

Refs #17661, the merged terminal-response parent. Related #17656
migrates response acknowledgements. Related #16385 changes branch-policy
admission; this PR preserves that separate policy boundary. Late
stale-head projection repair remains a separate follow-up slice.

## What Changed

- Move the existing check-state reader into the GitHub provider owner.
Preserve current authority, run selection, assessment ownership, and
check replacement behavior.
- Register a scoped worker with the existing coordinator and scheduler.
Existing received and retryable-failed actions remain durable truth. No
new table is added.
- Signal check enqueue, task review receipts, manual review
insertion/binding, run lifecycle changes, and publication-lease release
through existing transaction ownership.
- Preserve the saved failure backoff, eight-attempt policy, and
competing lease expiry. Keep five-second remote-head reconciliation only
while a received check remains unresolved.
- Check admission before each HTTP request. Shutdown leaves durable work
recoverable without spending a provider failure attempt.
- Remove check dispatch from the periodic GitHub callback. Keep the
separate late-projection repair and the manual combined recovery method
compatible.
- Add an idempotent concurrent partial index for unfinished check
selection. Retain the newest five generated snapshots.
- Add eleven real-database worker cases and startup wiring coverage.
Document producer coverage and the external reconciliation limit.

## Verification

Current reviewed source: `2bba08403b195bf646eda48992b46d6f5cebf756`.

- Normal merges preserve the complete review-check patch, the landed
terminal-response parent, and current master changes. No landed SQL
migration or journal entry changes.
- At `6995f84b240a14a7b8660e1cf095b3aa1e1e3168`, **331 distinct tests
pass**: 264 complete GitHub workflow cases, 30 completion cases, eight
issue-tree producer cases, 16 login-cleanup cases, and 13 startup cases.
The GitHub command filters out 1,485 unrelated cases. Login cleanup uses
its real embedded PostgreSQL fixture.
- Combined-master acceptance: **277 distinct tests pass** at
`9c538aed1251fd7f7cecb829a0ecbce6110fb1ed`: 264 complete GitHub workflow
cases and 13 startup cases. The GitHub command filters out 1,485
unrelated cases. A new PostgreSQL database receives all migrations
through 0402..
- Migration `0402_ancient_malice.sql` preserves the original partial
index definition and concurrent idempotent creation. All 400 prior
migration receipts stay unchanged during upgrade. One new receipt is
added. Replay adds no receipt. The index is ready and valid on fresh and
upgraded PostgreSQL databases. The five newest snapshots are retained.
- A rollback-only query probe adds 10,000 processed actions and one
pending action. The actual parameterized candidate predicate selects the
one pending row through the partial index, with two shared buffers and
0.007 ms execution time. This measures candidate discovery, not all
lease or provenance reads.
- Database build, server typecheck and build, module boundaries,
migration safety and migration order pass. Audit: [GitHub review-check
scheduling](https://github.com/paperclipai/paperclip/blob/2bba08403b195bf646eda48992b46d6f5cebf756/doc/plans/2026-10-25-github-review-check-sleep-audit.md).
- Fresh checks and Greptile review are required for this head. Prior
scores do not count. These checks do not prove deployed host suspension
or fleet savings.

## Risks

- Unresolved queued/running checks still make remote-head requests at
the existing five-second deadline. GitHub webhook receipt does not prove
future pushes cannot be missed. This PR does not claim active reviews
become network-idle.
- Run and configuration hints rebuild outstanding checks for the
affected company. Enqueue, review, and lease hints narrow to the
affected endpoint/repository/PR. Startup and scope reconstruction read
existing pending rows; they are not constant-cost operations.
- Delivery admission failures remain discoverable through the unresolved
check's external reconciliation deadline. Not every shared delivery
mutation gains a new immediate signal.
- Notifications use the existing process-local database ownership
contract. Independent SQL writers and other replicas need their own
supported integration.
- Provider markers, publication leases, and saved actions preserve
recovery after uncertainty. This change does not expand Cloud alarm
coverage or prove deployed host/database suspension.
- Each remaining sleep slice needs its own review and CI checks before
merge.

## Model Used

OpenAI Codex (GPT-6), with reasoning and code execution. The exact
serving model ID and context-window size 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 17:08:27 -05:00
DottaandPaperclip f8226b0515 fix(server): wake GitHub terminal responses from committed changes (#17661)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/210/changes/paperclip/210
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip coordinates agent work and presents results in chat.
> - GitHub acknowledgements already persist the response action and
provider receipt.
> - A terminal run can still owe a final response after acknowledgement.
> - Periodic maintenance searches those rows even when no relevant state
changed.
> - Committed run, issue, presentation, lease and publication changes
identify when recovery can advance.
> - The owner should recover from those events and real deadlines, then
become quiet.

## Linked Issues or Issue Description

Refs #17656, which is merged. This existing terminal-response slice
targets master.

**Problem:** A saved GitHub response can remain nonfinal while its run,
native presentation, publication or source is unresolved. Removing
maintenance without covering those producers loses recovery. Polling
settled history keeps the tenant active.

**Expected behavior:** Committed supported changes wake the terminal
owner. It reconstructs existing actions, preserves provider authority
and pending publication ownership, waits at saved deadlines where
needed, and becomes quiet after settlement.

## What Changed

- Register terminal GitHub response work with the shared scoped deadline
coordinator, using existing action/delivery/publication/run rows.
- Notify response availability from supported run milestones, native
identity, recovery resolution, issue updates and tree/workspace
restoration writes. Preserve outer transaction commit/rollback.
- Keep GitHub response interpretation in its platform owner. Use the
bounded run projection for both direct authorization and scheduling,
including native presentation guards and deliberate passive outcomes.
- Retain the existing publication lease, markers, source/principal
checks and final receipt precedence. A publication owner or uncertain
outcome keeps its existing authority; the worker does not replay it.
- Remove only recurring terminal-response recovery, preserving the
manual path and neighbouring duties. Add no table or scheduler service.
- Regenerate the original sparse terminal-work index as
`0401_yummy_ultimates.sql`, concurrently and idempotently through the
existing top-level migration runner. Preserve all prior SQL/journal
entries and the five newest snapshots.

## Verification

Published head: `88a209e28b969b5229e9a621aeddfd3cbae9b0cd`, integrated
with landed #17656 (`ba5bba86dcdde32b14d4d7dec1b51898e5f6f22d`) and
master `52b86c2032a189b0ea259c5b0cb7158b07ef788c`.

- **74 distinct current cases pass:** 17 terminal-response
lifecycle/producer cases (1,721 other chat cases skipped), all six
queued-comment consumption regressions for the new upstream query
optimization, all 30 heartbeat completion cases, all eight real/unit
issue-tree control cases and all 13 startup cases. Database build,
server typecheck/build, module boundaries and four fresh migrations
through 0401 pass.
- The earlier **304-case** prepared-parent matrix passes at
`aa72f32641b2e2c680342cd49477272349aca9db`: all 253 GitHub workflow
cases, 30 completion cases, eight issue-tree cases and 13 startup cases.
It retains that revision scope. Repeated cases are not added to the
current 74.
- The terminal matrix covers finalized-history quiet, deleted Board
sources, pending presentation/passive outcomes, outer rollback/commit,
paused/new runs, restart/drain/standby, committed native identity, lease
waits, full-page unrelated history, uncertain publication ownership and
tree/workspace/exhausted-recovery producers.
- A populated 0400 database upgrades to 0401 with all 399 prior
migration receipts identical, exactly one added, and none added on
replay. The terminal index is valid/ready on fresh and upgraded
databases. Its SQL matches the original draft after whitespace
normalization; generation keeps snapshots 0397–0401.
- Normal integration `3c8339a541bf68bc9957b9d5a8df80d3a7c3452d`
preserves the complete 24-path owned binary patch and all five new
master paths. The landed parent tree also equals the previously
published parent tree byte for byte. Both normal merge parents and the
exact composition tree are checked. No force push or rebase occurs.
- [The owner
audit](https://github.com/paperclipai/paperclip/blob/88a209e28b969b5229e9a621aeddfd3cbae9b0cd/doc/plans/2026-10-25-github-terminal-response-sleep-audit.md#acceptance-on-the-landed-github-parent-and-current-master)
preserves the original producer, quietness, failure-isolation,
skipped-suite and presentation-wait results with their scopes. Current
passes do not erase earlier failures or turn skips into passes.
- The audit-only follow-up leaves all owned source/test/migration hashes
unchanged. **Fresh exact-head CI and Greptile 5/5 with no actionable
findings remain required.** No full local repository suite, live GitHub
tenant or deployed sleep result is claimed.

## Risks

- Process-local notifications cover supported application writers and
shared pools. Independent SQL writers and other replicas gain no new
wake guarantee.
- Native terminal status alone does not authorize fallback publication.
Pending presentation and existing publication ownership remain separate
obligations.
- Stop can leave an in-flight provider request settling; admission
fences stop a subsequent request. Unknown outcomes retain their existing
recovery rules.
- Index creation can take time on large histories. Concurrent/idempotent
migration and existing replay recovery remain in charge.
- Worker quiet does not establish host/database suspension. Cloud alarm
coverage and sleep admission remain unchanged.

## Model Used

OpenAI Codex, using reasoning, repository inspection, code execution and
real PostgreSQL tests. The exact 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
- [ ] 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 16:51:57 -05:00
DottaandPaperclip ba5bba86dc fix(server): wake GitHub acknowledgements from committed changes (#17656)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/206/changes/paperclip/206
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip coordinates agent work and presents its progress in chat.
> - GitHub deliveries save acknowledgement actions and provider
receipts.
> - Periodic maintenance currently searches for unfinished
acknowledgements even when idle.
> - Committed delivery, lease, response and presentation changes
identify when work can advance.
> - The existing owner should wake on those changes and recover only at
saved deadlines.
> - Completed history should become quiet without losing unfinished
provider effects.

## Linked Issues or Issue Description

Refs #17653, which is merged. This existing GitHub acknowledgement slice
targets master.

**Problem:** A saved GitHub acknowledgement can wait for a publication
lease, fast-response result or native presentation decision. Polling
empty or unchanged work keeps the tenant active. Removing maintenance
without covering these producers can strand the acknowledgement.

**Expected behavior:** Committed changes wake the scoped owner. It
reconstructs existing actions on startup, retries at saved deadlines,
parks unchanged presentation waits and becomes quiet when settled.

## What Changed

- Register GitHub acknowledgement work with the shared scoped deadline
coordinator. Reuse existing action, delivery, lease and fast-response
rows.
- Add transaction-aware response-availability notifications at supported
writes. Keep GitHub protocol details in its platform owner and shared
notifications limited to IDs.
- Share the bounded latest-request/run projection between scheduling and
direct response authorization. An absent native presentation decision
parks the action until its real writer commits.
- Retain publication leases, source/principal authority, version
fencing, response markers and final receipt precedence. Check admission
before each new provider request; let in-flight work settle. Stop does
not consume the provider retry budget.
- Remove only recurring acknowledgement recovery and keep its manual
path. Add no work table or scheduler service.
- Regenerate the three original indexes as
`0400_absent_phantom_reporter.sql`: pending acknowledgement IDs,
fast-response delivery lookup and publication comment/destination
lookup. Each uses concurrent/idempotent creation and the existing
top-level migration runner. Preserve all landed SQL/journal entries and
the five newest snapshots.

## Verification

Published head: `09ca00b9f029838434ec042cda691345d67b493e`, on landed
continuation parent `063cfd43813cabf18417605fb9eefb9aacf95c8d`.

- **87 distinct current cases pass:** 18 real PostgreSQL acknowledgement
lifecycle/presentation cases, all 26 fast-response service cases, all 30
heartbeat completion cases and all 13 startup cases. Database build,
server typechecking/build, module boundaries and three fresh migrations
through 0400 pass. The current Runner bundle rebuild also passes after
upstream provider-event changes.
- The lifecycle matrix covers empty/history quiet, lease release,
restart, drain/standby, fast-response failure/expiry/publication/unknown
outcome, streaming quarantine, outer rollback/commit, saved provider
retry, stop between requests and receipt state. The real presentation
writer proves quiet while pending, rollback, committed reactivation and
final quiet.
- The earlier **305-case** matrix (236 full GitHub workflow cases, 26
fast-response service cases, 30 completion cases and 13 startup cases)
passes at `337f272853d4f8a51b5b9300900a46eb4e13f698`. It retains its
prepared-parent scope. Repeated cases are not added to current 87.
- A populated 0399 database upgrades to 0400 with all 398 prior
migration receipts unchanged, one new receipt and no additional receipt
on replay. All three indexes are valid/ready on fresh and upgraded
databases. Their SQL definitions match the original draft after
whitespace normalization; migration history and retained snapshot bytes
are preserved.
- Normal integration `9b3607e159153e00ccdfe538d52b591bd38d6499`
preserves the full 28-path owned binary patch and all 20 unrelated
master paths, including native retry, provider-event and evaluation
workflow changes. Both normal merge parents and the exact tree are
checked. No force push or rebase occurs.
- [The owner
audit](https://github.com/paperclipai/paperclip/blob/09ca00b9f029838434ec042cda691345d67b493e/doc/plans/2026-10-25-github-chat-maintenance-sleep-audit.md#acceptance-on-the-actual-landed-continuation-parent)
retains the original missing-notification, JSON precedence, receipt
lifecycle, external-database fixture and migration-registry failures.
Earlier 69/228/broad counts keep their original scope. Skips and failed
revisions are not relabelled as current passes.
- The final audit-only edit leaves all owned source/test/migration
hashes unchanged. **Fresh exact-head CI and Greptile 5/5 with no
actionable findings remain required.** No full local repository, live
GitHub tenant or deployed sleep result is claimed.

## Risks

- Process-local transaction hints cover supported application writers
and shared pools. Independent SQL writers and other replicas do not gain
a new wake guarantee.
- Provider effects remain guarded by the existing publication lease and
current source/principal authority. Unknown outcomes retain their
existing recovery semantics.
- Presentation waits depend on their supported milestone/transaction
producers. A missing producer can defer recovery until another supported
change or restart.
- Index creation can take time on large histories and runs concurrently
outside a transaction. Existing migration recovery handles replay; prior
SQL is unchanged.
- Worker quiet is distinct from host/database suspension. Cloud wake
coverage and sleep admission remain unchanged; later maintenance duties
are separate slices.

## Model Used

OpenAI Codex, using reasoning, repository inspection, code execution and
real PostgreSQL tests. The exact 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
- [ ] 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 16:06:42 -05:00