Commit Graph
16 Commits
Author SHA1 Message Date
DottaandPaperclip 7c58ea07b2 fix(issues): guard prepared task promotion by status version (#16893)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:27:11 -05:00
880d4ae60f fix: reject done when an executionPolicy replace discards a live review cycle (#13178)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue PATCH route applies executionPolicy edits and status
changes through one transition function, so both can arrive in a single
request
> - A replacement executionPolicy regenerates stage ids, which orphans
the stored currentStageId; the orphaned-stage path clears executionState
> - When a review cycle is live (pending or changes_requested), that
clear lets a caller-supplied `status: "done"` stand although the review
never ran
> - This pull request rejects `done` on that combined write and leaves
every other requested status — including board cancellation — on the
established abandon-and-clear path
> - The benefit is that a review gate cannot be bypassed by attaching a
fresh policy object to a completion request

## Linked Issues or Issue Description

Fixes #13176

Refs #13001 (same transition function, distinct defect)

Supersedes #13164 — same fix, resubmitted on a correctly named branch
with the review findings addressed: the guard no longer rejects board
cancellation, and the internal ticket reference is gone.

## What Changed

- `server/src/services/issue-execution-policy.ts`: in the orphaned-stage
branch, reject the transition with 422 `unexecuted_review_stage` only
when a live review cycle (pending or changes_requested) meets a
requested status of `done`. All other requested statuses — including
`cancelled`, where abandoning the cycle is the intent — fall through to
`clearExecutionStatePatch` exactly as a bare policy edit does.
- `server/src/__tests__/issue-execution-policy.test.ts`: regression
coverage for the rejected `done`, the preserved board cancellation, a
routine non-`done` status change on the same path, the unchanged-policy
`done` route to the stored reviewer, and the bare policy edit.

## Verification

- `pnpm --filter @paperclipai/server vitest run
src/__tests__/issue-execution-policy.test.ts` — 75 tests pass locally.
- `pnpm --filter @paperclipai/server typecheck` passes.
- Manual reasoning check: PATCH `{executionPolicy: <new object>, status:
"done"}` on an issue whose `executionState.status` is `pending` or
`changes_requested` now returns 422; the same request with `status:
"cancelled"` or with no status clears the orphaned stage as before.

## Risks

- Low risk. The only newly rejected request is one that previously
discarded a live review while claiming completion — a silent-bypass bug,
not a supported workflow. Callers intending to cancel or repurpose an
issue mid-review are unaffected.

## Model Used

- Anthropic Claude — SWE-2 Max agent via Devin CLI, tool use and code
execution; the original fix commit was authored by an earlier agent pass
on the same task.

## 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
- [ ] 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: Waseem Ilyas <1478353+Waseemilyas@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-15 15:38:28 -07:00
Devin FoleyandPaperclip 317ed367d4 Handle incomplete task policies and preserve review limits (#15593)
Apply the reviewed change for Handle incomplete task policies and preserve review limits.

Validation: local typecheck/build and focused regression tests, passing exact-head CI, Greptile 5/5, and independent source review. The PR records full-suite evidence and any local environment limitations.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 10:20:32 -07:00
Devin Foley 0f12721ee9 fix(server): let board users cancel issues with an active review stage (#10655)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server enforces an issue execution policy. It gates status
changes while a review or approval stage is active.
> - A board user could not cancel a task while an agent reviewer held
the active stage. The API returned "Only the active reviewer or approver
can advance the current execution stage".
> - Board users own the board. They must always be able to edit and
cancel any task.
> - This pull request adds a board override to the execution stage
transition. A board cancel clears the pending stage state and proceeds
instead of raising an error.
> - The benefit is that board users can always stop work, even while a
review is pending or the stored stage state has drifted.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Description follows
`bug_report.yml`:

**What happened?**

A board user set a task to `cancelled` while the task had an active
reviewer stage held by an agent. The PATCH failed with "Task Update
Failed... only the assigned approver or reviewer...". The same failure
occurred when the stored stage state had drifted: the server silently
forced the task back to `in_review` instead of honoring the cancel.

**Expected behavior**

A board user can always edit and cancel any task. A board cancel must
clear the pending review stage and apply the requested status.

**Steps to reproduce**

1. Create a task assigned to agent A with agent B configured as reviewer
in the execution policy.
2. Let agent A hand the task off so the review stage becomes active.
3. As the board user, set the task status to Cancelled.
4. The update fails with the reviewer-only error.

Related work: #5487 touches the execution-policy approver UI. It does
not address the board cancel path.

## What Changed

- `server/src/routes/issues.ts`: the issue PATCH route now passes
`allowBoardOverride` when the actor is a board user.
- `server/src/services/issue-execution-policy.ts`: when
`allowBoardOverride` is set and the requested status is not `in_review`
or `in_progress`, the transition clears `executionState` and proceeds.
This applies both while a stage decision is pending and when the stage
state has drifted, so a board cancel is no longer rejected or silently
flipped back to `in_review`.
- Reviewer gating is unchanged for everyone else: a board user who is
the active participant still uses the normal approve / request-changes
flow, and non-participant agents still receive the 422 guard.
- Assignee-only board updates on an `in_review` task keep the stage
state coherent: reassigning to an eligible stage participant re-pends
the stage with them as the current participant, while reassigning to a
non-participant (or unassigning) dissolves the review back to
`in_progress` instead of persisting an `in_review` issue with no
execution state or an ineligible participant.
- New unit tests and route tests cover board cancellation of an active
review stage and of a drifted pending review, plus reviewer swap,
non-participant reassignment, and unassignment during an active review.

## Verification

- In `server/`: `pnpm exec vitest run
src/__tests__/issue-execution-policy.test.ts
src/__tests__/issue-execution-policy-routes.test.ts` — 2 files, 73/73
tests pass on top of current `master`.
- In `server/`: `pnpm run typecheck` passes.

## Risks

- Low risk. The override branch runs only for board actors and only for
target statuses other than `in_review` and `in_progress`. Cancelling
clears `executionState`, so a later reopen starts from a fresh stage
state. Agent-facing flows and reviewer gating are unchanged.

## Model Used

- Claude Fable 5 (Anthropic), model ID `claude-fable-5`, running in
Claude Code (Claude Agent SDK) with extended thinking and agentic 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
2026-08-01 15:43:13 -07:00
Devin Foley 27f8c8dbcf feat(server): cap agent review rounds and escalate exhausted reviews to the responsible human (#10650)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution policies let one agent implement and another review,
cycling through changes-requested → addressed rounds
> - Nothing bounds that cycle: no round counter, no escalation, no
termination signal — two agents can ping-pong indefinitely, especially
when the review's success criteria drift to something the implementer
cannot satisfy
> - On a real multi-agent instance this produced 6+ unattended rounds
(~8 runs) that continued even after the human had merged the PR under
review
> - This pull request counts consecutive agent-initiated
changes-requested rounds and, at a configurable cap, hands the
still-pending review to the responsible human instead of bouncing back
to the implementer
> - The benefit is that unattended review loops terminate in a human
decision instead of burning runs forever

## Linked Issues or Issue Description

Fixes #10643

## What Changed

- `IssueExecutionState.changesRequestedCount` (schema + type, default
0): consecutive agent-initiated changes-requested rounds on the current
stage. Carries through executor resubmissions, resets to 0 on approval,
and resets when a **human** makes the changes-requested decision — the
cap targets unattended agent↔agent ping-pong, never human review.
- `IssueExecutionPolicy.maxReviewRounds` (optional, 1–50, default null →
server default `DEFAULT_MAX_REVIEW_ROUNDS = 3`).
- At the cap, the transition records the reviewer's changes-requested
decision as usual but keeps the stage **pending** with the responsible
human (`responsibleUserId`, falling back to `createdByUserId`) as the
participant: the issue is assigned to that human and the pending review
surfaces through the existing attention/review UI. The human then
approves, requests changes (resetting the counter and handing back to
the implementer), or re-scopes.
- The escalated hold is sticky: transitions from anyone other than the
escalated human no longer re-select a configured agent participant for
the stage (which would have silently undone the escalation on the next
unrelated PATCH). The escalated human's own decisions flow through the
normal participant decision branch.
- Issues with no responsible human keep today's hand-back behavior; the
counter still accumulates so operators can see the churn.

## Verification

- `pnpm vitest run server/src/__tests__/issue-execution-policy.test.ts`
— 8 new cases: round counting on hand-back, count carried through
resubmission, escalation at the default cap, sticky hold across
unrelated transitions, human changes-requested resets the counter, human
approval completes the stage, no-responsible-human fallback, and a
`maxReviewRounds: 1` policy override.
- `pnpm vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts` and the full
`@paperclipai/shared` suite (387 tests) — schema additions are backward
compatible (both fields optional with defaults; persisted states without
the counter parse as 0).
- `pnpm --filter @paperclipai/shared exec tsc --noEmit` and `cd server
&& pnpm run typecheck`.

## Risks

- Behavior change: an agent-only review loop that previously ran forever
now escalates to a human after 3 agent rounds by default. Instances that
want longer loops can set `maxReviewRounds` per policy. Flows where a
human participates are unaffected (human decisions reset the counter).
- Escalation requires a `responsibleUserId`/`createdByUserId` on the
issue; without one, behavior is unchanged.
- Persisted execution states from before this change parse with
`changesRequestedCount: 0` — no migration needed.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## 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
2026-08-01 15:04:56 -07:00
SamandSami Rusani 39666aa906 fix(server): clarify execution policy decision comments (#9105)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution policies let issues move through enforced review and
approval stages before work is considered done.
> - Active reviewers and approvers must include decision rationale when
approving or requesting changes.
> - The server already requires the decision comment to arrive in the
same `PATCH /api/issues/:id` request as the status change.
> - When callers post a normal comment first and then send a status-only
`PATCH`, the existing 422 only says a comment is required.
> - This pull request keeps the atomic decision behavior but makes the
API error and docs explicit about the same-request requirement.
> - The benefit is that agents and API clients can recover immediately
by sending `{ status, comment }` together instead of dead-ending on an
ambiguous validation error.

## Linked Issues or Issue Description

Fixes #9049.

Duplicate/related search completed before implementation: searched open
PRs for `9049`, `Approving a review or approval stage requires a
comment`, `Requesting changes requires a comment`, and `same PATCH`. I
did not find a direct open PR for the same error-message/docs fix.
Related PRs found but not duplicates: #8302 documents cross-agent review
gates in the skill API reference, and #5487 covers human approval UI.

## What Changed

- Expanded execution-policy 422 messages for approve and request-changes
decisions to say the comment must be included in the same `PATCH`
request and prior comments are not considered.
- Tightened unit coverage so the comment-required branches assert the
new actionable guidance.
- Documented the same-request `{ status, comment }` decision shape in
the execution policy guide, issue API reference, and agent communication
guide.

## Verification

- `CI=true corepack pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-execution-policy.test.ts --reporter verbose`
- `CI=true corepack pnpm --filter @paperclipai/plugin-sdk exec node
../../../scripts/ensure-plugin-build-deps.mjs`
- `CI=true corepack pnpm --filter @paperclipai/server exec tsc --noEmit`
- `git diff --check`

## Risks

Low risk. This does not change execution-policy state transitions or
relax the atomic decision guard; it only makes the existing requirement
explicit in errors and docs.

> 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 Codex), operating in Codex desktop with repository
file access, shell validation, and GitHub CLI workflow. Exact context
window size is not surfaced by this environment.

## 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: Sami Rusani <sr@samirusani>
2026-07-30 16:26:35 -07:00
Harshit KhemaniandClaude Fable 5 3e1dc90bf2 fix(execution-policy): final-stage approval terminates the policy instead of rewinding to stage 1 (#7893) (#7936)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issues can carry an embedded multi-stage `executionPolicy` (e.g. QA
→ CodeReviewer → CodePusher) driven by
`applyIssueExecutionStageTransition` in
`server/src/services/issue-execution-policy.ts`
> - On approval, the next stage was picked with `nextPendingStage()`,
which scans the **whole** stage list from index 0 for the first id not
in `completedStageIds`
> - Stage ids are regenerated whenever the embedded policy is re-sent or
edited mid-flow (a supported operation — the existing "reassigns the
active stage when the current participant is removed" test depends on
it), so earlier `completedStageIds` can stop matching the current
policy; a final-stage approve then "finds" stage 1 pending again and
rebuilds a first-stage review (#7893) — an endless re-review loop that
can recycle indefinitely against a moving main tip
> - This pull request makes approvals advance with a forward-only scan
(only stages *after* the one being approved), so approving the last
stage always terminates the policy, and adds a guard so an
already-completed execution state is terminal for `status=done`
> - The benefit is final-stage approvals close the issue as the policy
intends, with no behavior change for non-final advancement or
reject/changes_requested verdicts

## Linked Issues or Issue Description

Fixes #7893

## What Changed

- `server/src/services/issue-execution-policy.ts`:
- New `nextPendingStageAfter(policy, completedStage, state)` helper —
forward-only scan from the approved stage's index; the approval path
uses it instead of `nextPendingStage()`. Approving the final stage
therefore always yields `nextStage === null` → completed state → the
caller's `done` flows through.
- New guard: `requestedStatus === "done"` with an already-`completed`
execution state returns without restarting the chain at stage 1 (closes
the same loop when a stale completed state lingers).
- Reject/`changes_requested` verdicts and intact-state forward
advancement are untouched.
- `server/src/__tests__/issue-execution-policy.test.ts`: 4 regression
tests, including one that reproduces the exact rewind (regenerated stage
ids + final-stage approve → previously reassigned QA at
`currentStageIndex 0`; now terminal completed) and an explicit
final-stage rejection test pinning the unchanged path.

## Verification

- `npx vitest run server/src/__tests__/issue-execution-policy.test.ts` →
54 passed (50 pre-existing + 4 new).
- `pnpm --filter @paperclipai/server typecheck` → clean.
- The rewind was confirmed empirically against unmodified code first (a
test asserting the buggy output passed pre-fix and flips post-fix), plus
brute-forced realistic operation sequences (checkout dances, status
round-trips, interim comments per the agent flow documented around
#4889) to verify intact-state flows are unaffected.
- Related suites (`issue-execution-policy-routes`,
`issue-comment-reopen-routes`, `issues-service`,
`issue-thread-interaction-routes`,
`issue-agent-mutation-ownership-routes`) also pass locally.

## Risks

- Behavior deliberately preserved: non-final approvals (forward scan is
identical when state is intact), rejections at any stage,
reopen-from-done (state cleared on reopen, fresh chain still starts at
stage 1), and explicit `in_review` restarts.
- The policy schema has no terminal-state field, so per the issue's Ask
the policy simply terminates and the requested `done` status flows
through.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code, agentic
mode with tool use (subagent implementation + independent adversarial
review subagent), extended thinking 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 (none found for #7893)
- [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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A — server-only change)
- [x] I have updated relevant documentation to reflect my changes (N/A —
internal stage-advance semantics)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (will confirm once CI runs on
this PR)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending first review)
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-21 10:36:26 -07:00
DottaandPaperclip 57229d0f24 [codex] Add issue monitor liveness controls (#4988)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies where work
must stay observable, governable, and recoverable.
> - The task/heartbeat subsystem owns agent execution continuity, issue
state transitions, and visible recovery behavior.
> - Waiting on an external service is not the same as being blocked when
the assignee still owns a future check.
> - The gap was that agents had no first-class one-shot monitor state
for external-service waits, so recovery could look stalled or require ad
hoc comments.
> - This pull request adds bounded issue monitors that can wake the
owner, clear exhausted waits, and produce explicit recovery behavior.
> - It also surfaces monitor status in the board UI and documents when
to use monitors versus `blocked`.
> - The benefit is clearer liveness semantics for asynchronous waits
without weakening single-assignee task ownership.

## What Changed

- Added issue monitor fields, shared types, validators, constants, and
an idempotent `0075` migration for scheduled monitor state.
- Added server-side monitor scheduling, dispatch, recovery bounds,
activity logging, and external-ref redaction.
- Added board/agent route coverage for monitor permissions and child
monitor scheduling.
- Added issue detail/property UI for monitor state, a monitor activity
card, and Storybook stories for review surfaces.
- Documented monitor semantics and recovery policy behavior in
`doc/execution-semantics.md`.
- Addressed Greptile review feedback by preserving monitor state in
skipped-stage builders and making board monitor saves send `scheduledBy:
"board"`.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/recovery-classifiers.test.ts
ui/src/components/IssueMonitorActivityCard.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/lib/activity-format.test.ts`
- First run passed 5 files and failed to collect 2 server suites because
the worktree was missing the optional `acpx/runtime` dependency.
- After `pnpm install --frozen-lockfile`, reran the 2 failed suites
successfully.
- `pnpm exec vitest run
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/recovery-classifiers.test.ts`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck
&& pnpm --filter @paperclipai/ui typecheck`
- `pnpm exec vitest run
server/src/__tests__/issue-execution-policy.test.ts
ui/src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/server typecheck && pnpm --filter
@paperclipai/ui typecheck`
- `pnpm exec vitest run
ui/src/components/IssueMonitorActivityCard.test.tsx
ui/src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- Storybook screenshot captured from
`http://127.0.0.1:6006/iframe.html?viewMode=story&id=product-issue-monitor-surfaces--monitor-surfaces`
with Playwright.

## Screenshots

![Issue monitor Storybook
surfaces](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2945-when-a-task-is-waiting-for-an-_external-service_-what-state-should-it-be-in-and-what-recovery-method-could-it-h/docs/pr-screenshots/pap-2945/monitor-surfaces.png)

## Risks

- Medium: this changes heartbeat recovery behavior for scheduled
external-service waits, so regressions could affect wake timing or
recovery issue creation.
- Migration risk is reduced by using `IF NOT EXISTS` for the new issue
monitor columns and index.
- External monitor references are treated as secret-adjacent and are
intentionally omitted from visible activity/wake payloads.

> 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 with repository tool use and terminal
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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots or Storybook review surfaces
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-03 08:58:53 -05:00
DottaandPaperclip 7ad225a198 [codex] Improve issue thread review flow (#4381)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue detail is where operators coordinate review, approvals, and
follow-up work with active runs
> - That thread UI needs to surface blockers, descendants, review
handoffs, and reply ergonomics clearly enough for humans to guide agent
work
> - Several small gaps in the issue-thread flow were making review and
navigation clunkier than necessary
> - This pull request improves the reply composer, descendant/blocker
presentation, interaction folding, and review-request handoff plumbing
together as one cohesive issue-thread workflow slice
> - The benefit is a cleaner operator review loop without changing the
broader task model

## What Changed

- restored and refined the floating reply composer behavior in the issue
thread
- folded expired confirmation interactions and improved post-submit
thread scrolling behavior
- surfaced descendant issue context and inline blocker/paused-assignee
notices on the issue detail view
- tightened large-board first paint behavior in `IssuesList`
- added loose review-request handoffs through the issue
execution-policy/update path and covered them with tests

## Verification

- `pnpm vitest run ui/src/pages/IssueDetail.test.tsx`
- `pnpm vitest run server/src/__tests__/issues-service.test.ts
server/src/__tests__/issue-execution-policy.test.ts`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/lib/issue-tree.test.ts
ui/src/api/issues.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-comment-reopen-routes.test.ts -t "coerces
executor handoff patches into workflow-controlled review wakes|wakes the
return assignee with execution_changes_requested"`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issues-service.test.ts`

## Visual Evidence

- UI layout changes are covered by the focused issue-thread component
and issue-detail tests listed above. Browser screenshots were not
attachable from this automated greploop environment, so reviewers should
use the running preview for final visual confirmation.

## Risks

- Moderate UI-flow risk: these changes touch the issue detail experience
in multiple spots, so regressions would most likely show up as
thread-layout quirks or incorrect review-handoff behavior

> 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-based coding agent with tool use and code execution
in the Codex CLI environment

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots or documented the visual verification path
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 08:02:45 -05:00
DottaandPaperclip 7f893ac4ec [codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
dotta 4077ccd343 Fix signoff stage access and comment wake retries 2026-04-09 14:48:12 -05:00
dotta 27ec1e0c8b Fix execution policy edits on in-review issues 2026-04-09 06:16:41 -05:00
dotta ec75cabcd8 Enforce execution-policy stage handoffs 2026-04-09 06:16:05 -05:00
dotta bce58d353d fix execution policy decision persistence 2026-04-07 17:43:10 -05:00
dottaandPaperclip 2e31fb7c91 Add comprehensive e2e tests for signoff execution policy
Expands the execution policy test suite from 3 to 34 tests covering:
- Full happy path (executor → review → approval → done)
- Changes requested flow with re-submission
- Review-only and approval-only policy variants
- Access control (non-participant cannot advance stages)
- Comment requirements (empty, whitespace-only, null)
- Policy removal mid-flow with state cleanup
- Reopening done/cancelled issues clears execution state
- Multi-participant stage selection and exclusion
- User-type reviewer participants
- No-op transitions and edge cases

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-07 17:43:10 -05:00
dottaandPaperclip b3e0c31239 Add issue review policy and comment retry
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-07 17:43:10 -05:00