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8b27af77db fix(heartbeat): wait for a live holder of a reused shared execution workspace (#16371)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat pre-dispatch gate decides if a run can use a shared
workspace in its execution environment.
> - A child task can inherit the shared execution workspace of its
parent. The parent run is often still live when the child run starts.
> - On a sandbox environment, the gate failed the child run with
`configuration_incomplete`. It did this for every concurrency policy,
also for the default `auto` policy.
> - Recovery then blocked the task and told the operator to bind missing
secrets. That was not the real cause. An operator had to select a
different workspace by hand.
> - Shared project workspaces already use the `auto`/`serialize` policy
to wait through the `workspace_busy` retry path.
> - This pull request applies the same policy to a reused shared
execution workspace.
> - The benefit: the child task waits for the parent run and then
continues automatically. It does not fail and become blocked.

## Linked Issues or Issue Description

**What happened?**
A parent agent created a child task. The child inherited the parent's
shared execution workspace. The child agent used a sandbox environment.
The child run started about 1.5 seconds after the parent created the
task, while the parent run was still live. The run failed before the
adapter started with this error: "This environment cannot place
concurrent agents in one physical shared folder. Use local/SSH sharing
or isolated task workspaces." Recovery set the task to `blocked` with
the message "required secret/env bindings are missing".

**Expected behavior**
With the default `auto` policy, the child run waits for the parent run
(`workspace_busy`) and then continues automatically. This is the same
behavior as for a shared project workspace on a sandbox.

**Paperclip version or commit**
Staging release `8ffc5748`. The same code is on `master`.

**Deployment mode**
Hosted cloud (staging), agent on a sandbox execution environment.

**Steps to reproduce**
1. Use an agent with a sandbox environment.
2. Bind two issues to the same `shared_workspace` execution workspace.
Set `executionWorkspacePreference: reuse_existing` on the second issue.
3. Keep a live run on the first issue.
4. Wake the agent on the second issue. Before this change, the run fails
with `configuration_incomplete`. After this change, the run is deferred
with `workspace_busy`.


## What Changed

- `environment-selection.ts`: When a reused shared execution workspace
has a live holder on a non-local/non-SSH environment, the gate now reads
`sharedWorkspaceConcurrency`. With `auto` or `serialize`, it throws
`WorkspaceBusyDeferral`. Only `allow` still fails with
`shared_realization_unsupported`.
- `retries.ts`: Added `findExecutionWorkspaceHolder` next to
`findSharedWorkspaceHolder`. It keeps the old match rule. A running
holder that has had no output for more than one hour (the existing
staleness cutoff) is still returned, with `stale: true`. A live holder
is preferred over a stale one.
- `environment-selection.ts`: A stale holder still owns the folder,
because silence does not prove that the run stopped. The child run
therefore fails with `configuration_incomplete`
(`shared_realization_unsupported`, `holderStale: true`). It does not
share the folder with the holder, and it does not wait without limit.
This is the same result as before this pull request, with a more
specific message.
- `retries.ts`: `WorkspaceBusyDeferral` can now carry an
`executionWorkspaceId`. The run result, the run event, and the
cancellation reason name the execution workspace when it applies.
- `stranded-notice.ts`: Added a specific recovery notice for
`shared_realization_unsupported`, and a second notice for a stale
holder. They no longer tell the operator to bind missing secrets.
- `doc/experimental/issue-worktree-support.md`: Documented that `allow`
is only concurrent on local/SSH, and that a reused shared execution
workspace follows the same rules.

## Verification

- `cd server && npx vitest run
src/__tests__/heartbeat-workspace-busy.test.ts -t "reused shared
execution workspace"` covers 4 tests:
- `auto` on a sandbox with a live holder: the run is cancelled with
`workspace_busy`, a retry is scheduled, no Sentry run failure is
reported, and the issue does not become blocked.
- After the holder finishes, the scheduled retry is promoted and runs.
The adapter gets the inherited shared folder, and the issue keeps its
execution workspace.
- `allow` on a sandbox: the run still fails with the shared-folder
message and no retry is scheduled.
- A holder that is still running but silent past the staleness cutoff:
the run fails with `holderStale: true`, the adapter does not start, no
retry is scheduled, and the holder is not touched.
- `npx vitest run src/services/recovery/stranded-notice.test.ts
src/services/heartbeat/environment-selection.test.ts
src/services/heartbeat/retries.test.ts` covers the notice and the
selection unit tests.
- First commit (`d0b7a092`): the 3 original integration tests and the
unit suites passed locally, and all CI checks passed.
- Follow-up commit (`3c7e515`, which addresses the Greptile review):
these tests were **not** run locally. Dependency install was killed
twice by the sandbox's 4 GB memory limit. CI is the first run of the new
and changed tests.
- Known local failure: `does not hide ambiguous, malformed, provider, or
transport cancellations behind workspace_busy` fails in this sandbox
also on unchanged `master` (checked with `git stash`). This change does
not cause it.
- Not run locally: the full server `tsc --noEmit`, for the same memory
reason. CI runs the typecheck.

## Risks

- Behavior change: before, a run with a live holder of a reused shared
execution workspace on a sandbox failed at once. Now it waits with
`auto`/`serialize`. A long parent run can delay the child. If the holder
has no output for more than one hour, the child fails as before instead
of waiting without limit.
- An explicit `allow` policy keeps the old failure.
- Local and SSH environments do not change.
- No schema or migration change.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), with tool use and code
execution in the Paperclip agent runtime.

## 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 (first commit only; see
Verification)
- [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: Devin Foley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 20:45:29 -07:00
Devin FoleyandPaperclip 4b8dc416da Fix default isolation for projects without workspace configuration (#13636)
Require a company-scoped configured workspace before applying the operator default for Git worktree isolation. Projects that only have a plain managed directory retain their existing behavior. Explicit isolation requests still require a valid checkout.

Add policy and heartbeat integration regressions and document the default. The regression fails before the fix. An isolated checkout passes 541 relevant tests, and the server TypeScript check passes. Local repo-wide typecheck and build require the missing Rust toolchain; all CI lanes passed, and Greptile reviewed the refreshed head at 5/5 with no comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-18 14:49:45 -07:00
DottaandPaperclip 84fe89906d fix: complete native agent review handoffs (#13581)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native execution uses durable runs, issue locks, wake requests, and
typed tool authority
> - A child can finish with a native agent review request while its
original assignee stays responsible for the work
> - The reviewer then needs a bounded execution path that can inspect
the child, record one decision, and finish safely
> - Before this change, assignee-only gates rejected the reviewer or
left the parent waiting after the child review ended
> - This pull request adds typed reviewer admission, scoped reviewer
tools, durable wake and recovery handling, and parent continuation
evidence
> - The benefit is that native review handoffs complete without changing
child ownership or granting broad mutation access

## Linked Issues or Issue Description

Refs: #13314
Refs: #13574

**What happened?**

A native child run could report `needs_review` for an agent reviewer.
The reviewer wake then failed assignee and execution-lock checks. The
child remained in review and the parent remained waiting.

**Expected behavior**

The named reviewer should receive one durable wake. The reviewer should
inspect the child and resolve the exact review card. The child assignee
should stay unchanged. The parent should receive the recorded review
outcome after the child reaches its terminal state.

**Steps to reproduce**

1. Run a native task with a different named agent reviewer.
2. Keep the child assigned to its original worker.
3. Let the worker finish with a native completion review request.
4. Start the durable reviewer wake.
5. Resolve the review and finish the reviewer run.
6. Observe the child and parent state.

**Paperclip version or commit**

Base: `e926b1301`. PR head: `b31ad9ab8`. Live reviewer verification
source: `eea171aae`.

**Deployment mode**

Built from source.

**Installation method**

Built from source (pnpm build).

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Access context**

Both.

**Database mode**

Embedded PostgreSQL in the isolated live test fixtures.

## What Changed

- Add server-validated native review assignment facts.
- Admit only the exact company, issue, source run, decision, revision,
addressee, and resolver policy.
- Give reviewer runs a narrow set of Paperclip read and resolve tools.
File and shell access follow the configured agent and environment
policy, so reviewers can run tests.
- Separate server-owned reviewer instructions from untrusted persisted
review data. Escape the data boundary; retain server-enforced
authorization.
- Keep the child assignee unchanged. Atomically claim the reviewer run,
wake request, and issue execution lock. A competing lock prevents
provider startup.
- Require the exact running reviewer session and current issue lock to
resolve its assigned card. Reject missing, unrelated, or terminal
reviewer runs.
- Add durable reviewer wake, lock, stale-card, and abandoned-run
recovery handling.
- Prevent duplicate native wake dispatches during deferred admission and
recovery.
- Carry accepted or rejected child review outcomes into parent task
context and continuation evidence.
- Add focused server, runner, and native protocol coverage.
- Preserve upstream continuation rules. Add child review decisions as
separate evidence, while keeping real human answers in their own field.
- Return actionable completion validation feedback to both providers.
Permit a corrected completion after rejection. Keep strict terminal
acknowledgment validation.
- Apply exclusive shared-workspace locks to sandbox environments. Local
and SSH folders can run concurrently, including when old settings
request serialization.
- Repair test timing, native event parsing, and the review artifact
assertion. Allow a valid reject, correct, and accept review sequence.
Check the accepted card against its reviewer run and decision. Keep
polling within the existing deadline when review acceptance precedes the
parent wake projection; report a specific missing-continuation error at
timeout.
- Apply the ACPX pending-call limit to reserved finish/block calls, with
capacity-release and cancellation tests.

## Verification

- `pnpm build`: passed on `eea171aae`.
- `pnpm -r typecheck`: passed on `eea171aae`.
- `pnpm test:e2e:runner:unit`: 359 tests passed in 30 files on
`b31ad9ab8`; runner E2E typecheck also passed.
- `pnpm check:token-gates`: passed.
- Focused DB review, reviewer authority, and prompt-boundary checks: 31
tests passed. They cover invalid reviewer runs, competing locks, atomic
admission, duplicate claims, and valid resolution.
- Heartbeat, workspace, and recovery checks: 30 tests passed.
- ACPX sidecar suite: 27 tests passed. Moving the capacity guard back
below reserved handling makes both new regression cases fail.
- Four focused live continuation checks passed on their first attempt at
`f15f55e0a`: answer updates scope (6/6 each on Codex and Claude) and
question tool guidance (12/12 each). These cases do not use the reviewer
prompt path changed afterward.
- Fresh Codex and Claude review-handoff checks passed all 29 native
checks each on their first attempt at `eea171aae`. Both runs received
the expected fixed prompt and completed cleanup. Only the six selected
live flows were tested; no full paid provider catalog run.
- The final commit only extracts the existing test-harness timeout
diagnostic into a shared helper and adds positive and negative coverage.
Removing the accepted-review guard makes two regression assertions fail;
restoring it passes all six timeout tests. Production runtime code,
prompts, deadlines, and grading criteria are unchanged by this final
commit.
- Deadline regressions: a valid continuation delayed 20 seconds succeeds
within its 30-second unit-test deadline; an absent wake returns a
specific candidate-failure diagnostic at that same deadline. Both
assertions failed before the fix. Production E2E deadlines remain
unchanged.
- Historical native failures remain recorded: Docker availability
failures; a valid reject/correct/accept sequence that the first-card
grader misread; and a test that rejected the gap between accepted child
review and parent wake projection. No failed result was regraded. The
latest tests use a protected reference to the pinned Docker image and
the unchanged artifact oracle and time limits.
- Full repository verification runs in GitHub CI. Local verification
uses the focused suites above, full build, and full typecheck. An
unchanged Codex shutdown timing test failed once in CI, passed in
isolation, and its full shard passed on the final commit without changes
to that test or its causal code path. The original failure is retained
in the verification record. Greptile reviewed `b31ad9ab8` at 5/5 with no
outstanding actionable findings. All review threads are resolved. All
current-head CI gates passed, including the isolated native runner
Docker build (55 successful checks; two skipped by the workflow).

## Risks

- Reviewer admission depends on exact persisted decision and interaction
bindings. A stale or changed card is rejected.
- Paperclip control-plane tools are limited to inspection and review
resolution. This is not a filesystem permission boundary; provider file
and shell access retain the configured policy.
- Deferred wake recovery changes dispatch receipt coalescing. A
scheduler regression could delay a continuation if the receipt state is
wrong.
- Parent review outcomes are evidence for the model. They do not grant
tool authority or change issue ownership.
- This change does not address legacy lease-hold handoff behavior.

> Roadmap review: native execution, review gates, and durable recovery
are existing roadmap capabilities. This PR completes a narrow
reliability path for those capabilities.

## Model Used

OpenAI `gpt-6-astra` with reasoning, tool use, and code execution.
OpenAI `gpt-5.6-luna` assisted with bounded implementation, review, and
journal work. Context window size is not exposed by this session. Live
test subjects use `gpt-5.6-sol` and `claude-sonnet-5`; they are not the
PR authors.

## 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>
2026-09-17 15:52:19 -05:00
DottaandPaperclip ba396c608c feat(server): configure shared workspace concurrency (#10759)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service starts agent runs in local, SSH, sandbox,
plugin, or Kubernetes environments.
> - Runs can share one project working tree.
> - PR #10699 made every shared working tree single-file, including
trusted local and SSH hosts that support coordinated concurrent work.
> - Operators need a policy that keeps remote environments safe and
restores local multi-agent work.
> - This pull request adds an `auto`, `serialize`, or `allow`
concurrency policy and applies it to the final execution environment.
> - The benefit is safe serialization by default for sandboxed targets
and useful concurrency by default for persistent local targets.

## Linked Issues or Issue Description

Related work: #10699 introduced the busy gate that this change makes
configurable. #7852 covers a separate environment-lease race and does
not provide this dispatch policy.

**Subsystem affected**

`server/` heartbeat orchestration and `packages/shared/` workspace
policy contracts.

**Problem or motivation**

The shared-workspace busy gate always defers a second run. This behavior
prevents local multi-agent projects from running concurrently even when
operators expect agents to coordinate through commits.

**Proposed solution**

Add `sharedWorkspaceConcurrency` with `auto`, `serialize`, and `allow`
values. Default `auto` permits local and SSH concurrency. It serializes
sandbox, plugin, and forced Kubernetes execution.

**Alternatives considered**

Keeping unconditional serialization is too restrictive for persistent
host working trees. Always allowing overlap removes the protection that
sandboxed and remote targets need.

**Roadmap alignment**

This is a focused correction to the shipped cloud and sandbox execution
milestone. It does not add a new roadmap feature.

## What Changed

- Added the optional tri-state field to project policy and issue
override contracts and validators.
- Added a pure resolver with issue override, project policy, and `auto`
default precedence.
- Moved final environment and Kubernetes resolution before the
shared-workspace busy gate.
- Kept the existing deferral and retry behavior for every path that
resolves to serialization.
- Added a task-context warning and a structured log when a run
dispatches beside a live holder.
- Added policy and heartbeat coverage for all requested policy and
environment combinations.
- Documented the new policy and its default behavior.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspace-policy.test.ts
src/__tests__/heartbeat-workspace-busy.test.ts` — 32 tests passed.
- `pnpm -r typecheck` — passed.
- `PAPERCLIP_IN_WORKTREE=false
PAPERCLIP_DATABASE_RESTORE_IN_PROGRESS=false
PAPERCLIP_RESTORE_IN_PROGRESS=false pnpm test:run` — all 3,528 server
tests passed. The later UI/workspace phase passed 3,384 tests and hit
one unrelated `CompanyEnvironments` navigation timing failure.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/CompanyEnvironments.test.tsx -t "opens the edit form on a
standalone page with existing values and closes after save"` — the
unrelated UI test passed in isolation.
- `pnpm build` — passed.

Policy matrix:

| Policy | Final target | Expected result | Result |
| --- | --- | --- | --- |
| `auto` | local | Dispatch with holder note | Passed |
| `auto` | sandbox | Defer with `workspace_busy` | Passed |
| `auto` | instance-forced Kubernetes | Defer with `workspace_busy` |
Passed |
| `serialize` | local | Defer with `workspace_busy` | Passed |
| `allow` | sandbox | Dispatch with holder note | Passed |

Existing serialization, retry, and stale-holder tests also pass.

## Risks

- `auto` changes the post-#10699 local and SSH behavior back to
concurrent dispatch. Concurrent agents can mutate the same working tree,
so each dispatched run receives an explicit coordination warning.
- `allow` is an operator override and can permit overlap in sandbox or
plugin environments.
- Unknown environment drivers serialize in `auto` mode. This keeps the
fallback conservative.
- There is no database migration. An absent field resolves to `auto`.

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

## Model Used

OpenAI GPT-5 (Codex). The exact API snapshot and context-window size are
not exposed to the agent. Reasoning, repository editing, terminal tool
use, and local code execution were 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>
2026-08-03 14:25:05 -05:00
Dotta b0b7ec779a updating paths 2026-03-10 14:43:34 -05:00