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DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:23:00 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
Nicky LeachandPaperclip 984f092ddf Add project and agent resource lifecycle hooks (#15280)
## Thinking Path

> - Paperclip manages agents and projects for work.
> - Plugins need reliable lifecycle hooks for these resources.
> - In-process notifications can disappear during a restart.
> - A lifecycle record must commit with the resource change.
> - This pull request adds a generic lifecycle journal without provider
calls.
> - A later plugin delivery layer can use these records without losing
lifecycle changes.

## Linked Issues or Issue Description

**Problem or motivation**

Resource provisioning needs durable hooks for agent hiring, pause,
resume, termination, and project creation. Hooks must cover shared
service callers, budget actions, and approval paths. Capture should work
for all plugins and deployment modes.

**Proposed solution**

Record content-free events in the resource transaction. Deduplicate
creation and unchanged status. Preserve each pause/resume cycle. Commit
approval, activation, and creation together. Commit termination and
API-key revocation together.

**Alternatives considered**

Event subscriptions alone cannot survive process failure. Cloud-only
capture would exclude other plugins. Provider calls inside tenant
transactions would couple resource creation to external services.

**Roadmap alignment**

This is lifecycle infrastructure for the existing plugin system. It adds
no provider, adapter, UI, or plugin read API. Repository mutations and
backfill remain separate work. Searches found no duplicate
lifecycle-journal PR.

## What Changed

- Add a company-scoped lifecycle journal and an additive migration.
- Record hired-agent and project creation from shared services.
- Record agent pause, resume, and termination, including generic updates
and budget actions.
- Lock agent state changes to suppress concurrent duplicate hooks.
- Make hire approval, rejection, and termination transactions atomic
with their lifecycle records.
- Document capture, ordering, future per-plugin acknowledgments, and
migration scope.

## Verification

- Full workspace typecheck: `pnpm -r typecheck` passed.
- Production build: `pnpm build` passed.
- Focused agent, project, approval, budget, and built-in regressions:
102 tests passed across 9 suites.
- Final lifecycle journal check: 14 tests passed. It covers
repeated/concurrent transitions, rollback, key revocation, self-hosted
capture, and company boundaries.
- Review regression: 32 lifecycle and approval tests passed, including
rejected-hire rollback and retry; server typecheck passed after the fix.
- The initial local `pnpm test:run` overlapped the rejection fix and
reported the new rollback regression against the earlier service code. A
fresh lifecycle run passed all 14 tests. Fresh full local shards were
stopped once the complete CI test matrix passed on the final commit.
- `git diff --check` and a local secret/PII scan passed.
- Greptile: 5/5 on `3ee3903f8e1a171ea3ba2bea9caa2b5766a3f807`, with the
review thread resolved.
- [Complete CI
passed](https://github.com/paperclipai/paperclip/actions/runs/37374227222)
on `3ee3903f8e1a171ea3ba2bea9caa2b5766a3f807`: general
server/chat/workspace tests, serialized server suites, runner checks,
build, typecheck, canary, and all end-to-end shards. The requester
waived CI during the Actions outage, but the workflow subsequently
completed successfully.

## Risks

- The migration creates an empty table. It does not scan or backfill
existing resources.
- Apply the normal database migration before running this server
version. Event-write failure intentionally rolls back the resource
change.
- Pending hires cannot bypass approval through pause or resume.
- Capture works on all deployments. Plugin delivery, retention, retries,
and provider actions remain separate work. No plugin can read this
journal through a new API in this PR.
- Future delivery must enforce company scope, track acknowledgments per
plugin, and preserve resource order. A global sequence cursor can skip
uncommitted transactions.
- A termination hook does not authorize deleting persistent volumes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code execution, and tool use. The exact deployment 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>
2026-10-05 15:58:38 -07:00
DottaandPaperclip ef617bee5c [codex] Enforce backend execution release gates (#9089)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work.
> - Backend execution safety is part of the control plane contract:
agents must stop at budget hard limits, stale execution paths must not
create duplicate live work, and checkout ownership must remain
authoritative.
> - The recovery branch bundled these release-gate checks with broader
unrelated work.
> - Reviewers need a narrow PR that isolates only the backend safety
behavior and regression coverage.
> - This pull request keeps budget incident creation idempotent so
repeated evaluation does not duplicate release-gate telemetry or
approvals.
> - It also adds focused coverage for idle timer skips, stale queued-run
behavior, and live checkout conflict preservation.
> - The benefit is a smaller, reviewable release-gate slice for budget
hard stops, stale execution recovery, and ownership-safe issue mutation.

## Linked Issues or Issue Description

Refs #8866

This PR extracts a focused backend safety slice from the closed broad
recovery PR. The underlying problem is that release-gate behavior needs
direct regression coverage before review: budget hard stops should not
duplicate incidents/logging on repeated evaluation, timer wakes should
respect the no-actionable-work skip policy, stale queued runs should
remain invalidated, and active checkout ownership must survive
conflicting checkout attempts without side effects.

## What Changed

- Made budget incident creation report whether an incident was newly
created, so soft/hard threshold activity logs are emitted once per
incident window.
- Added embedded Postgres budget release-gate tests covering soft
incident idempotency, hard-stop pause/cancel behavior, budget override
resume behavior, and telemetry redaction.
- Added heartbeat coverage for skipping generic timer wakes when the
agent opts into `skipTimerWhenNoActionableWork`, while preserving
legacy/proactive timer behavior.
- Added stale execution lock route coverage proving a conflicting
checkout returns `409` without overwriting live checkout or execution
ownership and without writing checkout activity.

## Verification

- `./node_modules/.bin/vitest run
server/src/__tests__/budgets-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts
server/src/__tests__/issue-stale-execution-lock-routes.test.ts
--no-file-parallelism --maxWorkers=1`
- First run: 3 files passed, 98 tests passed;
`issue-stale-execution-lock-routes.test.ts` failed during import because
the isolated worktree initially lacked dev dependency links for
`supertest`.
- `CI=true NODE_ENV=development pnpm install --frozen-lockfile
--ignore-scripts`
- Recreated worktree dev dependency links; emitted unrelated plugin SDK
bin warnings because plugin SDK dist files were not built under
`--ignore-scripts`.
- `./node_modules/.bin/vitest run
server/src/__tests__/issue-stale-execution-lock-routes.test.ts
--no-file-parallelism --maxWorkers=1`
  - Passed: 1 file, 7 tests.
- `git diff --check`
  - Passed.

## Risks

Low to medium risk. The production code change is intentionally small
and only suppresses duplicate threshold activity logging for
already-open budget incidents, but it affects budget release-gate
observability. The new tests use embedded Postgres and should catch
regressions in budget hard stops, timer wake gating, stale queue
invalidation, and checkout conflict preservation.

> 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-5 coding agent, tool-use 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
- [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>
2026-07-06 16:33:36 -05:00
Dotta 8fbbc4ada6 Fix budget incident resolution edge cases 2026-03-16 16:48:13 -05:00
Dotta 5f2c2ee0e2 Harden budget enforcement and migration startup 2026-03-16 15:11:34 -05:00