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DottaandClaude Opus 5.5 c45f54ee74 fix(native): stop or release unclosable idle warm Runners on environment delete, and say why a close failed (#20957)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs keep a warm Runner in a Daytona sandbox between turns of
a task, so the next turn starts fast
> - Each idle warm Runner has an in-memory owner in the controller.
Deleting an environment closes these owners before it destroys the
sandboxes
> - In every warm chaos wave today, some owners never closed. The server
logged only `{"failed":2}`. Environment delete returned 409 forever, and
all sandboxes of the wave stayed `started` until their 60-minute TTL
> - On staging, that is leaked sandboxes (cost) and owners that block
the work after them
> - This pull request logs and reports the exact close error, stops an
unsettled idle Runner when its environment is deleted, and releases an
owner whose sandbox is already destroyed
> - The benefit is that environment delete finishes or names the exact
run and error, and every warm chaos wave now grades a clean shutdown

## Linked Issues or Issue Description

**What happened?**
After warm Daytona chaos waves (W2, W2Q, W2C cells, `--faults K0`) on
Codex, Claude and OpenCode, the server logged `idle native session
cleanup failed before controller shutdown {"idleSessions":{"failed":2}}`
with no reason. `DELETE
/api/environments/:id?destroyReusableSandboxLeases=true` returned 409
"warm native runner did not shut down cleanly" on every retry. Eight
sandboxes per wave stayed `started`.

**Root cause.**
`closeIdleWarmNativeSessions`
(`server/src/services/native-runtime/native-session-executor.ts`)
dropped the close error (`catch {}`) and counted it. The owners that
failed are the W2Q owners. A W2Q task parks a question and is answered
by a later run on a fresh sandbox. With the reason logged, a wave shows
two causes for the same owner:

1. The owner's close cannot settle (`native_session_close_unrecoverable:
runner did not durably suspend before checkpoint`, the governed-wait
shape from #20844). Only a successor reset could force a stop
(`discardUnsettledSession`). An idle sweep or environment delete had no
forced stop.
2. The owner's sandbox lease was already destroyed by the
pending-cleanup sweep after the successor moved to a fresh sandbox
(#20863). Every close then fails with `Daytona sandbox lease <id> is no
longer active.`, because the stop RPC has no sandbox to reach. The owner
stays registered for ever.

The Runner close memoizes its rejection, so every later attempt fails at
once with the same error. This is not the "controller sequence must be
contiguous" exit (#20946): no close failure in these waves names a
sequence mismatch.

**Expected behavior**
An idle warm owner with no turn in flight never blocks environment
delete for ever. Every failed close names its run and its error.

**Steps to reproduce**
1. Run `tests/restart-chaos/main.ts --env daytona --daytona-warm
--adapters claude --workloads W2,W2Q,W2C --faults K0 --concurrency 8
--tasks 8`.
2. Read `<wave>/sandbox-sweep.json`: `environmentDeleteBlocked` is set
and the sandboxes are `started`.

## What Changed

- `closeIdleWarmNativeSessions` now returns `failures: [{ runId,
issueId, environmentId, providerLeaseId, reason }]`. The reason is the
close error with its code, its settlement record and its cause. It also
logs `idle warm native sessions did not close` with that list. The
idle-timeout close logs its error too.
- `closeWarmNativeSessionsForEnvironment` takes `forceStopUnsettled` and
`db`. The environment delete route sets both. When the graceful close
fails, Core retires the owner as #20844 does: one confirmed Launcher
`stop`, the credential snapshot, `complete`, then instruction
collection. A failed forced stop is added to the reason.
- When retirement still fails and the owner's sandbox lease has a
`destroyed` termination receipt, Core releases the owner. It does not
contact the sandbox. It logs `warm native session's sandbox was already
destroyed; released its owner` with the close error.
- The environment delete 409 now names each run and its reasons, and
`details.nativeRunnerSessions.failures` lists them.
- Idle timeout, controller restart and tenant sleep do not force a stop.
Their conversation can still be resumed, so they only log the reason.
- Chaos harness: new check `warm-shutdown.ts`, "no leaked sandboxes /
clean warm shutdown". Every warm wave (`--daytona-warm` or `--lifecycle
warm`) runs it. It fails the wave on a blocked delete, on a sandbox left
running after cleanup, or on a warm session that did not close at
environment delete or controller shutdown. It writes
`<wave>/warm-shutdown.json` and a section in `SUMMARY.md`.
- Docs: `doc/plugins/PLUGIN_RUNNER_EXECUTION.md` and the chaos README.

## Verification

- RED on master: `native-session-executor.test.ts -t "stops an idle warm
owner whose close cannot settle"` fails: `expected { closed: 0, busy: 0,
failed: 1 } to match object { closed: 0, failed: 1, failures: [...] }`
(a bare count, no reason). `environment-routes.test.ts -t "names the
warm runner session"` fails: the 409 does not name the run. On the first
fix commit, `-t "sandbox lease is gone"` fails: the lease state is never
read, and the owner stays.
- GREEN: those tests pass. The executor suite, environment routes, run
control, recovery, heartbeat process recovery, instance settings, the
idle-sleep, eviction, release-resume, restart-recovery and
warm-checkpoint integration suites pass (11 files, 2471 tests).
`tests/restart-chaos` unit test `warm-shutdown` passes. Server and
harness `tsc --noEmit` pass.
- Daytona warm waves (Claude, W2/W2Q/W2C, K0, 8 tasks). The runner image
`sha256:e04d9ce4…` matches 7e8901aa60, not current master, so each wave
ran this change cherry-picked onto 7e8901aa60:
- `w-20261111T210049-s6111` (first commit only): the close reason is now
logged: `close failed: Daytona sandbox lease 192606aa… is no longer
active.` The delete stayed 409 with that reason. The new check failed
the wave correctly.
- `w-20261111T222826-s6112` (all commits): two W2Q owners were released
with `sandbox was already destroyed`. The environment was deleted. 0
sandboxes left running. The warm-shutdown check passed. No 409 from a
warm session.
- Not verified: a wave where the graceful close fails and the forced
Launcher stop succeeds on a live sandbox (that path is covered by the
unit test). The wave's task failures (`T:first_run_succeeded`,
`R3:retry_needed`) are other open defects. They are also on master.

## Risks

- Environment delete now stops an idle Runner whose close did not
settle. The delete already has the operator's consent to destroy those
sandboxes. The workspace-export and restore-source guards on sandbox
destruction are unchanged. Instruction files are collected after the
confirmed stop, as in #20844.
- An owner is released without contact only when a lease for the same
company, environment and sandbox has a valid `destroyed` termination
receipt. A `stopped` receipt is not enough, because a stopped sandbox
can be resumed.
- `closeIdleWarmNativeSessions` results have a new `failures` field.
Callers that read only the counts are unchanged.
- No persisted state changes. Warm owners live only in controller
memory, so older saved state and mid-run deploys are not affected.
- The new harness check can fail a warm restart-fault wave that leaves a
warm session unclosed at controller shutdown. That is a real leaked
Runner.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, agentic coding with
tool use (shell, file edits, test runs, chaos waves) in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 17:12:21 -06:00
DottaandClaude Opus 5.5 9c56e5465c fix(native): keep the agent's own unanswered question open after a turn ends without a report (#20934)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent can ask the person a question and wait for the answer.
Native task status comes from the server's status arbiter, not from
model prose
> - When a native turn ends without `paperclip_finish`, the Runner sends
a default report: `done`, objective satisfied, with the agent's final
message as the only evidence
> - A later comment from the person moves an open question into history
(#15392), so the question no longer gates completion
> - Together these close a task as `done` while the agent is still
waiting for its own answer and has produced nothing. No Retry appears
and nothing flags it
> - This pull request keeps such a task `in_review` on the agent's own
unanswered question when the only completion evidence is the agent's
final message
> - The benefit is that a "waiting for your answer" turn can no longer
become a silent false completion

## Linked Issues or Issue Description

Refs #15392

**What happened?**
Restart-chaos wave on master 7e8901aa60, OpenCode task t06 (W2Q), no
fault injected. Run fec9530f asks a question (interaction c2d3b3f2); the
task goes `in_review`. A board comment says "include NOTE-238ef87a in
the brief; do not write the brief yet; I will answer shortly". Run
f6cbefa8 replies "I will not write the brief until the board's answer
arrives. Ending turn to await the codename answer." and ends its turn
without `paperclip_finish`. The Runner's default report
(`provider:opencode:agent-message` as the only evidence,
`reportedWorkDisposition: done`) is accepted, and the low-risk claim
policy sets the task `done`. The question is still unanswered and the
`brief` document does not exist.

**What did you expect to happen?**
The task keeps waiting for the answer. The answer continues the task,
and the agent writes the brief.

**Steps to reproduce**
1. An agent asks a question on its task.
2. The person posts a comment before answering.
3. The agent ends its turn without a completion report, saying it waits
for the answer.
4. The task is `done`; the question stays pending.

## What Changed

- New `server/src/services/native-runtime/own-question-wait.ts`:
- `reportsOnlyProviderMessage(result)`: true when every evidence
reference in the report is `provider:<provider>:agent-message` and the
report has no artifact and no verification. This is the shape of the
Runner's default report for a turn that ended without
`paperclip_finish`.
- `pendingOwnQuestionId(db, …)`: the agent's own pending, undismissed
ordinary question (`ask_user_questions`, not a governed tool, secret or
connection request) on the task.
- `finalizeNativeRun` (`native-run-finalizer.ts`): when the proposed
decision is `done`, the task is not an Agent Chat conversation, the
report cites only the agent's final message, and the agent's own
question is still pending, the decision becomes `in_review` with reason
`own_question_unanswered` and releases the checkout. The question stays
pending, so the person's answer continues the task through the existing
answer path.
- Dismissal (`POST /issues/:id/interactions/:interactionId/dismiss`,
`dismissInteraction`): new `enqueueOwnQuestionDismissalWake` runs inside
the dismissal transaction, only when the card moves from pending to
dismissed. When the task is `in_review` on an applied
`own_question_unanswered` decision of the assignee's run, the dismissed
card is the assignee's own question, and no other pending, undismissed
question of that agent remains, it saves a durable wake intent
(`issue_question_dismissed`, idempotency key per question) in the
existing native status wake outbox (`enqueueWake`, now exported). The
outbox dispatcher delivers and retries it, so the agent continues
without the answer. Dismissal of any other request keeps the no-wake
rule.
- `assignmentDenial` (`agent-interaction-delivery.ts`): an
`issue_question_dismissed` wake counts as a person's wake when its
`dismissedInteractionId` names the recipient's own question on that task
with a `dismissedByUserId`, so a recipient that refuses agent
assignments still receives it.
- `doc/execution-semantics.md` describes the exception to the
historical-question rule.

## Verification

- New case in
`server/src/services/native-runtime/historical-task-questions.test.ts`
("keeps the agent's own unanswered question open after an unreported
turn"), run through the real `PaperclipControlPlanePort.completeRun` and
`finalizeNativeRun` with a low-risk `agent_claim_policy` contract, as on
staging:
- Red on master (finalizer hunk removed, test kept): `unreported` fails,
`expected 'done' to be 'in_review'`.
- Green: `unreported` rests `in_review` with `own_question_unanswered`
and the question still pending. `unreported-dismissed`,
`unreported-answered` and `verified` (work-product evidence) still rest
`done`, so the #15392 behavior is unchanged.
- Dismissal after finalization (same test): the release check is null
while a second own question is open and returns the agent once both are
dismissed. A repeated dismissal saves no second intent; the saved intent
is a queued `issue_question_dismissed` outbox row. Delivery test
`delivers a dismissal wake only for a person's dismissal of the
recipient's question` (30 passed). Route test `saves the dismissal wake
intent in the dismissal transaction only when the card is dismissed`
(147 passed).
- `cd server && pnpm exec vitest run
src/services/native-runtime/historical-task-questions.test.ts
src/services/native-runtime/native-run-finalizer`: all passed.
- `cd server && pnpm exec vitest run
src/services/native-runtime/paperclip-control-plane-port.test.ts
src/services/native-runtime/status-arbiter.test.ts`: 119 passed.
- `cd server && pnpm exec tsc --noEmit -p tsconfig.json`: passes.
- Chaos, Daytona OpenCode, seed 6201, W2Q K0, 4 tasks (wave
w-20261111T211421-s6201, run from master 7e8901aa60 plus this change
because the pinned runner image must match runner sources): no false
completion. t02 and t04 PASS (in_review -> in_progress -> done after the
answer). t01 failed `R3:retry_needed` through the blocked path fixed
separately in #20931 (not in this build). t03 timed out because its
rewake OpenCode turn stayed active for 20 minutes without ending
(provider turn never finished; this change acts only at finalization,
which never ran). The unreported-done path did not occur in this sample,
so the red/green proof for this change is the integration test. Before:
wave w-20261111T200718-s6201 t06 closed done with the question
unanswered.

## Risks

- Low. Only a `done` decision whose report cites nothing but the agent's
final message changes, and only while the same agent's own ordinary
question is pending and undismissed. Explicit completion reports with
their own evidence keep the current rule. A person can still dismiss the
question to release it.
- An agent that really finished without `paperclip_finish` while its own
old question is open now rests `in_review` instead of `done`. The open
question is visible on the task; answering or dismissing it settles the
task.
- No schema change. A result saved by an older release is finalized by
the same rule because it reads only the saved report and interaction
rows.
- Related observation (not changed here): in 5 Claude/OpenCode W2/W2C
cells the agent wrote "the task remains in_progress as instructed" yet
the task became `done` (Claude t06, wave s6101). The run's
`paperclip_finish` input itself sent `reportedWorkDisposition: "done"`,
`objectiveSatisfied: true`, with the deferred phase listed as
`blocksCompletion: false`. The server did not map a yielded disposition
to done. That is model behavior on a contradictory report, a different
root from this change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), with tool use and code execution
in an agent harness.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 16:50:28 -06:00
DottaandClaude Fable 5.2 b2779054d4 fix(issues): let a native run hand its own task to a person without cancelling itself (#20884)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task has one assignee. An agent often finishes its work by handing
its own task to a person for review.
> - The task update route stops the outgoing run before it saves a
reassignment.
> - Since #16082, a legacy run that hands its own task to a person is
exempt, so it finishes its turn. Native runs were not exempt.
> - On staging, a native run (ACPX Claude, 11.5 minutes of work) sent
`PATCH /api/issues/{id}` to hand its task to a person. The route
cancelled that run with `issue_reassigned`. The agent saw
`api_transport_failure`. The task moved to the person, but it kept a
stale execution blocker ("Saved work recovered. Send a message to
continue.").
> - The native runtime assumes a running run still owns its task. So
widening the exemption alone is not enough: the run then fails after its
result is accepted, and its finalizer can act on the person's task.
> - This pull request applies the exemption to native runs and makes the
native terminal fence, restart recovery and finalizer handle a run that
gave its task away.
> - The benefit is that an agent can hand its task to a person and
finish normally, with no blocker on the person's task.

## Linked Issues or Issue Description

Refs #16082 (legacy exemption). Related: #20541 (agent-to-agent self
handoff) and #18293 (agent key handoff). Those PRs cover other actors
and targets. This PR covers native runs that hand their task to a
person.

**What happened?**

A native agent run handed its own task to a person (`assigneeAgentId:
null`, `assigneeUserId`, status `in_review`) through its signed run
token. The route cancelled the run that sent the request
(`issue_reassigned`, "Cancelled before issue reassignment"). The
cancelled native run then went through workspace recovery. The person's
task kept an execution blocker with `restore_failed`.

**Expected behavior**

The run that hands its own task to a person keeps running and finishes
its turn. The task rests `in_review` with the person. No execution
blocker or recovery action stays on the task. The outgoing run cannot
change the task after the hand-off.

**Steps to reproduce**

1. Run a native agent on its assigned task.
2. From that run, send `PATCH /api/issues/{id}` with `assigneeAgentId:
null`, a person's `assigneeUserId`, and status `in_review`.
3. Before this fix, the route cancels the run with `issue_reassigned`.

**Why the exemption was legacy-only**

#16082 limited the exemption to the run shape of its incident and kept a
verified stop for every other case. The new H2 chaos workload showed why
native needed more than the route change. With only the route widened:

1. The run's terminal fence `assertCurrentWakeCommentsRead` requires the
run to still own the task. It threw
`native_current_wake_comments_binding_changed` after the result was
accepted. The run then failed with `native_session_lease_lost`, and its
finalizer recorded `workspace_finalization_failed` as an agent-owned
recovery on the person's task.
2. A restart after the hand-off left the run `running`, because restart
recovery refused it with `issue_execution_lock_changed`.
3. The native finalizer only superseded a `done` decision. A
`needs_review` report moved the person's task back to `in_progress` and
queued a continuation for the outgoing agent.
4. The REST guard against the outgoing run's later mutations
(`issue_handed_off`) applied to legacy runs only.

## What Changed

- `server/src/routes/issues.ts`: the signed current-run human
self-handoff exemption now applies to native runs. All other checks
stay: exact run, agent, company and task, `agent_jwt` source, human
recipient. For a native run the route first records the hand-off on the
run (`resultJson.humanSelfHandoff`, new `native-human-self-handoff.ts`).
Board reassignment, agent keys, and handoffs to an agent or to nobody
still stop the outgoing run.
- `current-wake-comments.ts`: the terminal fence accepts a run whose
recorded hand-off matches the person who now owns the task. Without the
record (for example a board reassignment), or after a later
reassignment, it still refuses.
- `native-restart-recovery.ts`: after a restart, a handed-off run is not
resumed. It passes the execution-lock check and is then settled by the
existing ownership gate (`task_ownership_or_status_changed`) without
changing the person's task, instead of staying `running`.
- `status-arbiter.ts` and `native-run-finalizer.ts`:
`supersedeHandedOffDecision` keeps the person's task status and strips
retries, continuations, owner wakes, recoveries, blockers and reviewer
bindings, also from decisions that already preserve the status. Two
effects stay: a governed request's interaction, and the
workspace-finalization repair, so saved work is not lost. Review runs
are not affected.
- `server/src/run-task-ownership.ts` (renamed from
`legacy-run-task-ownership.ts`): `assertHandedOffRunTaskOwnership`
rejects later task mutations from the outgoing legacy or native run, in
the route and under the update transaction's locks.
- `tests/restart-chaos/`: new opt-in workload `H2`. The agent saves a
brief, then hands the task to its creator in review as its last step.
The oracle requires the task to rest `in_review` with the creator, every
run to settle without `issue_reassigned`, readable non-empty run
history, and no execution blocker or active recovery action.
- Docs: `doc/execution-semantics.md`, task feature map and agent access
map, chaos README.

## Verification

- Red on `origin/master` (same tests, master source): the route cancels
the native run (500, and 409
`runner_goal_reassignment_stop_unconfirmed`); the finalizer moves the
person's task to `in_progress` with a continuation for the outgoing
agent; a late `done` from the outgoing native run closes the person's
task.
- Red chaos wave on master's server (`--server-from` a master checkout,
`--adapters claude --workloads H2 --faults K1 --matrix`): 0/2 pass. Both
runs ended `cancelled` / `issue_reassigned`
(`T:handoff_did_not_cancel_run`).
- Green focused tests on this branch:
- `native-human-self-handoff.test.ts` (embedded Postgres): hand-off
through the real issue service; the run stays `running`; `done`,
`needs_review` and failed-turn reports leave the task `in_review` with
the person, with `getExecutionBlocker` null and no recovery action; the
terminal fence accepts only the recorded hand-off; a late change from
the outgoing run fails with `issue_handed_off`; pure policy cases.
- `issue-agent-mutation-ownership-routes.test.ts`: native and legacy
self-handoffs persist without `cancelRun`, and native records the
hand-off before the update. Board, agent key, other run, task, agent and
company still stop the run.
- Native runtime suite (restart recovery, wake comments, arbiter,
stale-owner completion), `issues-service`, `low-trust-red-team-routes`:
pass. Server and restart-chaos typecheck pass. `node
scripts/check-maps.mjs` passes.
- Green chaos waves on this branch (local, `--adapters claude
--workloads H2`):
- `--matrix --faults K1 --seed 4459`: 2/2 pass (K0 baseline and a K1
crossing).
- `--tasks 3 --faults K1 --fault-after-seconds 60` and
`--fault-after-seconds 100`: 3/3 pass each. In the first, all three
restarts landed after the hand-off while the runs were live; the runs
settled and the tasks stayed with the person.
- The final waves ran on the pre-rebase head `8a2a3b6a74`. The rebase
onto master only merged the chaos workload lists (`types.ts`,
`config.ts`, `journeys.ts`). No Daytona wave was run.

## Risks

- The outgoing native turn keeps running after the person owns the task.
Its native task tools already require the run to own the task, so they
refuse (`paperclip_runner_tool_binding_not_authorized`). Its REST
mutations are rejected with `issue_handed_off`.
- A restart after the hand-off settles the run as failed
(`native_restart_recovery_blocked`) instead of resuming it. The person's
task is not changed and needs no Retry.
- The finalizer rule covers any native run whose task belongs to a
person at finalization, not only a self-handoff. Before this change such
a run could still move the person's task and queue its own continuation.
- Saved state: `resultJson.humanSelfHandoff` is a new optional run key.
An older server ignores it, so a run handed off on the new server and
finished on an old one fails its fence as today. No schema change.
- No API shape change.

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

## Model Used

- Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code
with tool use and code execution. The session does not expose the
context window or reasoning mode.

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5.2 <noreply@anthropic.com>
2026-11-11 15:30:59 -06:00
DottaandClaude Opus 5.5 7cd5558e41 fix(authz): send agents denied a cost-recording route to the Costs page (#20922)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When an agent is denied a board-only action, the denial names the
board page where a person can do it, and agents relay that link
> - Cost recording retry ("Retry cost recording") is board-only and
lives on the run's row on the Costs page
> - The denial for every `/companies/:id/costs` route named the Budgets
page instead
> - So an agent asked to fix a run's missing cost sent the person to
Budgets, where the control does not exist
> - This pull request maps cost routes to the Costs page and names that
page in the retry route's catalog entry
> - The benefit is that the person lands on the control the agent told
them to use

## Linked Issues or Issue Description

**What happened**
In paid chat eval run 43086418488
(`budgets-costs.repair-cost-recording`), the CEO tried `POST
/api/companies/{companyId}/costs/retry-accounting`, got `403
board_access_required` whose remediation said `[Open
budgets](/<prefix>/activity/budgets)`, and told the person to use the
retry on Budgets. The retry control is on the Costs page.

**Expected behavior**
Board denials for cost routes name `[Open
costs](/<prefix>/activity/costs)`. Budget and budget-incident routes
still name Budgets.

**Steps to reproduce**
1. As an agent, call `POST
/api/companies/{companyId}/costs/retry-accounting`.
2. Read the 403 `remediation`.
3. It links `/<prefix>/activity/budgets`, a page with no cost retry
control.

## What Changed

- `server/src/routes/authz.ts`: `COMPANY_COSTS_PAGE`
(`/<prefix>/activity/costs`); `/companies/:id/costs/*` denials use it.
Budgets and budget incidents keep `COMPANY_BUDGETS_PAGE`.
- `server/src/routes/openapi.ts`: the retry route's description says a
board user retries with Retry cost recording on the run's row on the
Costs page.
- `board-access-denial.test.ts`: regression row for the retry route (red
before the change, green after).

## Verification

- `pnpm exec vitest run src/__tests__/board-access-denial.test.ts
src/__tests__/openapi-routes.test.ts
src/__tests__/agent-refusal-finality.test.ts
src/__tests__/cost-data-quality-routes.test.ts
src/services/native-runtime/runner-api.test.ts` (server): all pass. The
new row fails without the `authz.ts` change.
- End-to-end: the chat eval case `budgets-costs.repair-cost-recording`
grades that the agent's guidance links the Costs page; it will be rerun
after this merges.

## Risks

- Low. Only the link text and target in cost-route denials and one
catalog description change. Agents that previously relayed Budgets now
relay Costs.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 14:54:36 -06:00
DottaandClaude Fable 5.2 a56b648602 fix(upgrade-readiness): report restartable runs and a handoff verdict that blocks only on lost work (#20910)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A deployer can replace the server while agent runs continue. Before
the swap, it reads the upgrade-readiness report of the old server
> - The version 1 report is ready only when every active run is
adoptable and no wake admission is in flight
> - On a busy instance, new runs arrive each minute. Some runs are
always in preparation, so the report is almost never ready and the
instance does not upgrade
> - A run in preparation has done no agent work. Restart recovery starts
it again. A swap loses nothing
> - This pull request adds a `handoff` object to the report. It
separates recoverable, restartable and blocking runs
> - The benefit is that a deployer can wait only for work that a swap
would lose

## Linked Issues or Issue Description

Refs #20852 (reference only; this change does not depend on it and does
not use its version 2 shape).

**What happened?**

A busy instance had 16 running runs and 1 queued run. Fourteen had a
live process. Two or three native runs had not launched a process yet.
One was a legacy run. `upgradeReadiness.ready` needs `blockingRuns === 0
&& pendingWakes === 0` in one probe. That state almost never occurs, so
the deployer never swaps the server.

**Expected behavior**

The report tells the deployer which runs a swap would lose. Runs that
only wait for a launch, and wake admissions in flight, do not block a
graceful replacement.

**Steps to reproduce**

1. Keep a steady flow of new runs on an instance.
2. Read `GET /api/instance/task-drain?upgradeReadiness=1` repeatedly.
3. See `ready: false` each time, because one or more runs are in
preparation or a wake admission is in flight.

## What Changed

- `summarizeUpgradeReadiness` returns an additive `handoff` object:
`version`, `ready`, `recoverableRuns`, `restartableRuns`,
`blockingRuns`, `pendingWakes`, `unsavedWakes`.
- `handoff.ready` is true when the instance is not draining, the census
is complete, and `handoff.blockingRuns` and `handoff.unsavedWakes` are
0. Saved pending wakes do not change it.
- The wake queue tracks each public wake admission until its wake
request and queued run commit. `unsavedWakes` is the count of admissions
before that commit. Without a valid count, every pending wake is
unsaved.
- The top-level version 1 fields keep their values and meaning. `ready`
and `blockingRuns` are unchanged, so a current consumer sees no looser
verdict.
- The census query marks a run `restartable` only with all of these:
`paperclip_runner` adapter; no process identity; no provider session
before or after; no checkpoint header; no dispatched runner task; no
execution-start event. It must also be a native run in the `observed`
phase with preparation fencing and an unsettled finalization record, or
a legacy run in the `preparing` stage under a recorded controller.
- All other runs without adoption evidence stay blocking. This includes
local adapters, legacy runs with a child process, follow-up runs that
carry a provider session, and runs the census could not observe.
- The OpenAPI description and `doc/testing-native-remote-continuity.md`
describe the new fields and their limits.

Why these classes are correct on master:

- Restartable native runs: restart recovery claims a run with no
checkpoint and no provider evidence as `bootstrap_incomplete` and
executes the same run again (`native-restart-recovery.ts`
`classifyNativeRunnerRecoveryEvidence`; `heartbeat/recovery.ts` executes
each claim). A graceful shutdown suspends the run and notifies recovery.
Existing tests: "recovers an unclaimed remote startup once without
requiring a provider checkpoint" and "recovers an unclaimed remote
startup that a graceful shutdown suspended during preparation".
- Restartable legacy runs: process-loss recovery retries a `preparing`
run with `providerWorkStarted: false`. Existing test: "continues a chain
whose preparations were killed twice and then interrupted again, without
a Retry".
- Pending wakes: the count is wake admissions in flight in the process,
not queue rows. A wake commits its wake request and its queued run in
one transaction. After the commit, the next server dispatches the queued
run at startup, so a saved wake does not block. Before the commit,
nothing is saved. Shutdown waits at most 30 seconds and then exits, so
an unsaved wake can be lost and blocks.

## Verification

- `cd server && npx vitest run
src/services/heartbeat/upgrade-readiness.test.ts
src/services/heartbeat/upgrade-readiness-post-result.test.ts`: 28
passed.
- Red/green: before the implementation, the 7 new tests failed (6
summary tests, 1 PostgreSQL census test). After it, all pass.
- Red/green for unsaved wakes: a test holds the agent row lock while a
wake admission waits. Without the fix, `handoff.ready` was true with no
saved wake. With the fix, it is false with `unsavedWakes: 1`, and the
wake saves after the lock releases.
- New cases: only recoverable runs; recoverable plus unlaunched runs
plus pending wakes (`handoff.ready` true, top-level `ready` false and
`blockingRuns` unchanged); a started run without recovery evidence; an
unobserved execution; draining; truncated census.
- The PostgreSQL test changes one fact at a time (process identity,
provider session, phase, fencing, checkpoint, adapter, each
execution-start event) and expects the run to become blocking.
- `cd server && npx vitest run src/__tests__/openapi-routes.test.ts
src/__tests__/instance-settings-routes.test.ts`: 157 passed (187 with
the two readiness files).
- `cd server && npx tsc --noEmit`: passed.
- `pnpm verify` exited 2 (a documentation path is a global CI input).
Required CI supplies the broad coverage.
- Not run: a live server replacement. The classification relies on the
existing recovery tests named above.

## Risks

- Low risk for current consumers. The change is additive and the version
1 fields are unchanged.
- `handoff.ready` is an observation at one instant. A wake admission
that starts after the probe is unsaved until it commits.
- Restart recovery applies its own proofs and a bounded attempt budget
before it starts a restartable run again. The report is an observation,
not a guarantee for each run.
- The probe adds one indexed `not exists` on run events per running row,
inside the existing two-second statement timeout.

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

## Model Used

- Anthropic Claude Fable 5.2 (`claude-fable-5-2`), with tool use and
code execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5.2 <noreply@anthropic.com>
2026-11-11 13:55:47 -06:00
Nicky Leach 25f0957c24 Select the AI Connection sign-in computer automatically (#20906)
## Thinking Path

> - Paperclip manages agents and their AI Connections.
> - Codex and Claude subscription sign-in can run on a company agent
computer.
> - Core stores the credential and uses connection permissions to
control access.
> - The Connections page asks the user to choose a computer just to host
sign-in.
> - This change lets Core choose an eligible computer when sign-in
starts.

## Linked Issues or Issue Description

Refs #20410 and #20417.

**What existing behavior does this improve?**

OpenAI and Anthropic subscription sign-in from Connections with an agent
computer as the sign-in environment.

**Current behavior**

The user must choose a sign-in computer before the provider flow can
start.

**Proposed behavior**

Start sign-in from the provider form. Core chooses a computer in the
company and sign-in environment. The session stays bound to that
computer and reports when no eligible computer is available.

**Reason and benefit**

The saved credential and its permissions are independent of the computer
that hosts sign-in, so users can proceed without picking an agent.

## What Changed

- Select an eligible computer when a managed Codex or Claude login
starts without an explicit target. Prefer ready computers and skip
active login leases.
- Remove the picker and let the browser resume the existing session by
environment and connection intent. Continue to honor explicit agent
targets in agent settings. Remove the unused picker fallback from the
legacy form.
- Update the AI Connections guide, the plugin environment contract, and
the OpenAPI descriptions.

## Verification

- Passed server and UI typechecks.
- Passed 317 tests across the login environment, setup-token route,
device-login service, and two UI suites. The Postgres test covers
eligibility, inherited environments, explicit targeting, occupied
computers, and the no-computer response.
- Passed 45 OpenAPI route tests.
- Reran the affected UI suites on the final revision. All 230 tests
passed.
- UI tests cover starting from the provider form and resuming both
provider flows with a server-selected target.
-
[CI](https://github.com/paperclipai/paperclip/actions/runs/43086849302)
and [Greptile
5/5](https://github.com/paperclipai/paperclip/pull/20906#issuecomment-6805135968)
passed on the final commit.
- Local verification used test transports. Live provider sign-in remains
to be checked in a Cloud composition that contains this change.

## Risks

- Two sign-ins that select a computer before either lease is recorded
can contend for the same computer. The existing provider admission guard
handles the conflict. A retry can select another computer once the lease
is visible.
- The computer selection uses existing lifecycle and lease data. Plugin
admission still validates the live computer.
- No schema migration or plugin protocol change is required.

## Model Used

OpenAI Codex (GPT-6), with shell execution and local test tooling.

## 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
2026-11-11 11:42:31 -08:00
DottaandClaude Opus 5.5 eb5ad4c920 fix(cases): say a Cases-disabled denial is final and name the Experimental setting (#20892)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Cases is an experimental feature; an instance admin turns it on in
Experimental settings
> - When Cases is off, every case and workflow route answers 403 "Cases
are disabled" with no other information
> - A chat agent asked to "open a customer case" could not tell whether
the denial was final or what to offer
> - In one eval run it created a project and a task in place of the
case; in another it spent most of its turn searching routes before it
replied
> - This pull request gives the denial a code and a final, actionable
remediation, like the board-only denial
> - The benefit is a fast, truthful reply that names the setting and
lets the person choose

## Linked Issues or Issue Description

**What happened**
In the chat eval cases.cases-disabled ("Open a customer case for this
bug." with Cases off), the agent got 403 "Cases are disabled". In one
run it then created a project and a bug task without asking. In a later
run it searched many routes and instance settings for about 100 seconds
before it replied.

**Expected behavior**
The denial says that Cases is off, that the denial is final, where an
instance admin turns it on, and that the agent must not create a
substitute record before the person chooses. The agent replies at once
and offers the setting or an ordinary task.

**Steps to reproduce**
1. Turn off Cases in Experimental settings.
2. As an agent, call GET /api/companies/{companyId}/cases.
3. See a bare 403 "Cases are disabled" with no code or remediation.

## What Changed

- Rebased on #20894, which already gave the case routes a
`cases_disabled` code, a final remediation and the hidden-settings
check. This PR moves that remediation into one helper used by every case
and workflow path, and adds: no substitute task or project before the
person chooses, and the offer of an ordinary task.
- New `casesDisabledError()` in `server/src/services/cases-disabled.ts`:
same 403 message, plus `code: "cases_disabled"` and a remediation. The
remediation says the denial is final, forbids a substitute task or
project before the person chooses, links `[Experimental
settings](/<prefix>/company/settings/instance/experimental)`, and offers
an ordinary task.
- Native tool results carry only the error message, so the native case
tools, workflow tools and runner tool authority inline the remediation
in the message (`casesDisabledError({ inlineRemediation: true })`).
- Case routes, workflow service, case handoffs, native case tools,
native workflow tools and the runner tool authority use the helper
instead of a bare `forbidden("Cases are disabled")`.
- Tests: `cases-routes.test.ts` checks the code and remediation;
`native-case-tools.integration.test.ts` checks the native message
carries the remediation (red on master, green here).

## Verification

- `npx vitest run src/__tests__/cases-routes.test.ts
src/services/case-handoffs.test.ts
src/services/native-runtime/native-case-tools.integration.test.ts
src/__tests__/heartbeat-case-handoff.test.ts` (166 passed).
- The cases.cases-disabled chat eval is rerun on a temporary branch;
results are recorded in the PR conversation.

## Risks

- Low risk. The status and message do not change. The error body adds
`code` and `remediation`.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 13:36:08 -06:00
DottaandClaude Opus 5.5 6dc36700b1 fix(costs): mark unpriced usage in the agent, model and project cost reports (#20889)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Cost reports show what agents and projects spent
> - A run can have usage with no known price; Paperclip saves it with
costStatus "unpriced" and costCents 0
> - The summary and the provider, biller and user reports count those
events, but the agent, agent-model and project reports did not
> - An agent that read the by-agent-model report saw a native run at
costCents 0 and told the person it cost $0.00
> - This pull request adds unpricedEventCount to those three reports and
tells agents what it means
> - The benefit is that missing charges are reported as unpriced, not as
free

## Linked Issues or Issue Description

**What happened**
In the chat eval budgets-costs.spend-breakdown, the person asked "How
much did Launch cost this week, broken down by agent?". The week
included a real native run whose usage had no known price (data-quality
reason missing_price). The agent read /costs/by-agent-model and
/costs/by-project. Both returned costCents 0 for that usage and no
unpriced count. The reply showed "1 native run ($0.00)" and gave the
total as complete.

**Expected behavior**
The reports say which rows include unpriced usage. The agent says that
usage is unpriced, marks the total incomplete, and links the record.

**Steps to reproduce**
1. Record one priced and one unpriced metered cost event for an agent in
a project.
2. Call GET /api/companies/{companyId}/costs/by-agent, /by-agent-model
and /by-project.
3. See costCents counts only the priced event, and no field shows the
unpriced event.

## What Changed

- `costService.byAgent`, `byAgentModel` and `byProject` return
`unpricedEventCount` (same filter as the summary: unpriced and not
subscription_included).
- Shared types `CostByAgent`, `CostByAgentModel` and `CostByProject` add
`unpricedEventCount`.
- The OpenAPI catalog entries for the cost reports that count unpriced
usage now say that costCents counts priced usage only, that unpriced
usage must be reported as unpriced (never $0.00), and that
/costs/data-quality lists those runs.
- Tests: embedded-Postgres service test (red on master, green here) and
an OpenAPI description test. A UI test fixture adds the new field.

## Verification

- `npx vitest run src/__tests__/costs-service.test.ts` (19 passed). The
new test fails with the master service.
- `npx vitest run src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` (2146 passed).
- `tsc --noEmit` for packages/shared and server.

## Risks

- Low risk. One added aggregate column per report and an added response
field. The UI does not read it yet.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 13:36:03 -06:00
DottaandClaude Opus 5.5 6154b9485e fix(authz): name the Experimental settings page when an agent is denied an instance experiment (#20894)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People ask chat agents to turn on instance experiments, such as
Cases
> - Agents cannot read or change experimental instance settings, which
is correct
> - The denial they get names no page, so the agent cannot tell the
person where to act
> - The case API gate ("Cases are disabled") also names no page
> - This pull request makes both denials, and the API catalog entry,
name the Experimental settings page
> - The benefit is that the agent replies with a usable link instead of
a vague "ask an admin"

## Linked Issues or Issue Description

**What happened**
An agent that asks for `GET` or `PATCH
/api/instance/settings/experimental` gets the generic board-only denial.
That denial says "Link a page only if you already know its route; do not
search for one." The case API, while Cases is off, returns only "Cases
are disabled". The agent has no route to give the person.

**Expected behavior**
The denial is final and names the page where an instance admin turns the
feature on: `[Open Experimental
settings](/<prefix>/company/settings/instance/experimental)`. If the
operator hides that page, the denial does not link it.

**Steps to reproduce**
1. Use an agent API key.
2. Send `PATCH /api/instance/settings/experimental` with
`{"enableCases": true}`.
3. See a 403 with a remediation that names no page.
4. With Cases off, send `GET /api/companies/<id>/cases` with the agent
key.
5. See a 403 "Cases are disabled" with no remediation.

Refs the chat eval `instance-operations.instance-settings` (retargeted
from the removed Agent Chat toggle to Cases).

## What Changed

- `server/src/routes/authz.ts`: the board-only denial map links
Experimental settings for `/instance/settings/experimental`. It does not
link it when `instance.experimental` is hidden.
- `server/src/routes/cases.ts`: the Cases gate keeps the "Cases are
disabled" message. It adds `code: cases_disabled` and a final
remediation that names the same page (same hidden-page guard).
- `server/src/routes/openapi.ts`: the GET and PATCH catalog entries for
experimental settings name the page. They say that agent credentials
cannot read or change these settings. They give Cases (`enableCases`) as
an example.
- Regression tests in `board-access-denial.test.ts`,
`cases-routes.test.ts` and `openapi-routes.test.ts`.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/board-access-denial.test.ts
src/__tests__/openapi-routes.test.ts
src/__tests__/cases-routes.test.ts`: 107 passed.
- Red check: with the three source files reverted, 4 new assertions fail
(GET and PATCH denial links, the catalog entry, the Cases gate).
- `src/services/native-runtime/runner-api.test.ts` and
`src/__tests__/instance-settings-routes.test.ts`: pass.

## Risks

- Low risk. Only error bodies and catalog text change. Status codes and
the "Cases are disabled" message stay the same.
- The catalog text is static, so it names the page even when an operator
hides it. The denials check the hidden setting.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 13:14:42 -06:00
DottaandClaude Opus 5.5 c02de922af fix(chat): deliver the person's time zone to chat agents (#20898)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People talk to agents in chat, and agents create routines and other
scheduled work from that chat
> - Paperclip does not record the person's time zone, so a chat agent
cannot read "every weekday at nine" or "today" in the person's zone
> - The agent then saves schedules in UTC, and the person gets the work
at the wrong hour
> - This pull request saves the browser time zone with the person's
personal preferences and gives it to chat agents in the task prompt
> - The benefit is that schedules and dates from chat match the person's
local time

## Linked Issues or Issue Description

**What happened**
A person in America/Chicago wrote in chat: "Every weekday at nine in the
morning, summarize Launch for me." The agent saved the routine schedule
`0 9 * * 1-5` with the UTC time zone. It replied that it used UTC
because the person's time zone is not recorded.

**Expected behavior**
The agent knows the person's time zone. It saves one enabled `0 9 * *
1-5` schedule with the time zone America/Chicago. Its reply names the
zone.

**Steps to reproduce**
1. Open the board in a browser with the time zone America/Chicago.
2. Open a chat with an agent.
3. Send "Every weekday at nine in the morning, summarize Launch for me."
4. Look at the routine trigger that the agent creates. Its time zone is
UTC.

## What Changed

- Database: add the nullable `time_zone` column to
`user_workspace_preferences` (migration `0468`). This is an
instance-wide personal preference by user, as AGENTS.md section 5
permits.
- Shared: `WorkspacePreference` has `timeZone`.
`updateWorkspacePreferenceSchema` accepts an optional IANA `timeZone`
(max 64 characters, checked with `Intl.DateTimeFormat`).
`coordinatorWorkspaceEnabled` is now optional. The request must contain
at least one field.
- Server: the preference service returns `timeZone` and updates only the
fields in the request. The activity log entry stays the same. The
OpenAPI entry uses the shared schema.
- UI: a new `useBrowserTimeZoneSync` hook in `Layout` saves the browser
time zone one time when it is different from the saved zone. It is
silent and best-effort. It uses the selected company as the audit
context.
- Prompt: for a conversation (any adapter), the task context reads the
chat owner's saved zone. Recovery keeps the zone that the first turn
admitted. The chat block adds one line only when the zone is known:
`The person's time zone is America/Chicago (from their browser). Read
times and dates they give, such as "nine in the morning" or "today", in
that zone, and save schedules such as routine triggers with that
timezone; say the zone when you report a schedule.`

## Verification

- `cd server && npx vitest run
src/__tests__/workspace-preferences.test.ts
src/__tests__/workspace-preferences-routes.test.ts
src/services/heartbeat/task-markdown.test.ts
src/__tests__/heartbeat-task-context.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts`
- `cd ui && npx vitest run src/hooks/useBrowserTimeZoneSync.test.tsx
src/hooks/useCoordinatorWorkspaceEnabled.test.tsx
src/components/Layout.test.tsx`
- Red/green: without the task-context and task-markdown changes, the two
new prompt tests fail. With the changes, they pass.
- `pnpm check:token-gates` is clean. `tsc --noEmit` passes for
`packages/shared` and `packages/db`.
- Manual: open the board in a browser with a non-UTC zone. Then ask a
chat agent to create a weekday routine at nine in the morning. The
trigger uses the browser zone.

## Risks

- Low risk. The migration adds one nullable column.
- The PUT body is now more flexible: `coordinatorWorkspaceEnabled` is
optional. An empty body still gets a 400 response.
- The prompt grows by one line only for conversations with a known zone.
- The saved zone changes when the person uses a browser in a different
zone. The latest browser wins.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 13:11:57 -06:00
DottaandClaude Opus 5.5 b96967a97b fix(authz): name the environment settings page when an agent is denied an environment route (#20880)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution environments are the computers that agents run on. Only a
board user can list, inspect, test or change them.
> - An agent in chat can be asked "Which computer can run Morgan with
Claude Code?". Its first environment read returns 403.
> - The 403 says the denial is final, but it names no page. The agent
cannot link the person to the control that answers the question.
> - Other board-only areas (secrets, plugins, budgets) already name
their page in the denial.
> - This pull request adds the environment settings page to the agent
denial for every environment route, and says that testing and changing
computers are board-only too.
> - The benefit is that the agent can send the person straight to the
correct control, and it does not search for a probe route that does not
exist.

## Linked Issues or Issue Description

**What happened**

An agent asked which computer can run a coding harness called the
environment list or capabilities route. The route returned 403 "Board
access required" with a remediation that named no page ("Link a page
only if you already know its route; do not search for one"). The agent
had no route to give the person.

**Expected behavior**

The denial names the environment settings page as a Markdown link with
the `<prefix>` placeholder, like the denials for secrets and plugins. It
also says that the other environment steps (capabilities, probes,
changes) are board-only, so the agent replies instead of trying them.
When an operator hides environment settings
(`PAPERCLIP_HIDDEN_SETTINGS=instance.environments`), the denial does not
link the page.

**Steps to reproduce**

1. Use an agent API key.
2. Call `GET /api/companies/<companyId>/environments/capabilities`.
3. Read the 403 body. Before this change, `remediation` contains no
link.

## What Changed

- `server/src/routes/authz.ts`: board-only denials on
`/companies/:id/environments...`, `/environments/...` and
`/environment-leases/...` now link `[Open environment
settings](/<prefix>/company/settings/instance/environments)` and add one
sentence that says execution environments are board-only throughout. The
link is left out when the operator hides `instance.environments`.
`/companies/:id/project-environments` (agent-readable) is not matched.
- `server/src/__tests__/board-access-denial.test.ts`: regression tests
for the list, capabilities, probe and lease routes, the scope sentence,
the project-environments exclusion, and the hidden-settings case.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/board-access-denial.test.ts`: 33 passed. With the old
`authz.ts`, 5 of the new tests fail (red), and they pass with the change
(green).
- `cd server && pnpm exec vitest run
src/__tests__/environment-routes.test.ts
src/__tests__/agent-permissions-routes.test.ts`: 99 and 126 passed.

## Risks

- Low risk. Only the agent-facing 403 remediation text changes. Status
codes, the error code and board behavior do not change.
- The scope sentence is environment-specific, so other denials are
unchanged.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 12:49:19 -06:00
DottaandClaude Fable 5.2 464e1de9b1 perf(issues): decide task reads for a list in one batch (#20858)
The task routes that filter several rows for one actor (summaries, lists, blockers, relation edges and the chat bootstrap) asked for one authorization decision per task, all at the same time. Each decision sent a task-row read and a copy of the task-privacy statement, which is more than 1 KB of SQL, so a request for 50 summaries sent 127 to 279 statements on every pool connection at once.

The routes now ask the authorization service for all decisions in one batched read. It reads the task rows and applies the same privacy predicate to all of them in one statement, and reads membership, agent and run policy once. Within a batch, the authorizing user's membership is read once, and the boundary checks of a low-trust agent, which stay per task, run at most eight at a time.

A request for 50 summaries now sends 22 to 28 statements (65 for a low-trust agent). Tests compare the batch with one check per task for 24 actors.

Co-Authored-By: Claude Fable 5.2 <noreply@anthropic.com>
2026-11-11 10:42:21 -06:00
Nicky LeachandClaude Opus 5.5 369e238295 fix(projects): make workspace storage the project's only placement choice (#20835)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A repository project gets its working files from core staging or
from a workspace storage plugin
> - #20459 reported that an installed storage plugin attached every new
repository project, so sandbox agents could not use those projects
> - #20587 fixed creation with an **Available in** choice that selects
storage
> - #20651 then saved an environment on every new project and used it
before the agent default to place runs. That solved a problem that did
not exist: the project needs storage, not a run environment
> - Creation saves the first environment of the chosen group, so a
project silently sends every agent's runs to that environment. Project
Configuration also shows two controls (Environment and Workspace
storage) for one decision
> - This pull request removes the project run environment and makes
storage the only placement choice a project owns. Storage is fixed at
creation
> - The benefit is that runs follow the agent again, and project
settings show one clear, read-only fact about storage

## Linked Issues or Issue Description

Refs #20459. Follow-up to #20587 and #20651.

Refs #11644. That issue asks for a project-level run environment
override. This pull request removes the override that #20651 added for
it, because the override is not necessary to fix #20459. #11644 stays a
separate feature request.

Related: #18176 (open) repairs placement through the legacy
workspace-policy field. This pull request does not restore project
placement, so it conflicts with the direction of #18176.

## What Changed

- **Remove the project run environment.** Migration `0466` drops
`projects.environment_id`. Run placement no longer reads the project.
Runs use the agent default, then the instance default, then local
execution. The low-trust task sandbox and the enforced sandbox policies
keep their precedence.
- **Keep the #20651 recovery and binding guards.** A recovered run still
uses its admitted environment lease (source `run`). Company-binding
checks before admission and during lease creation stay.
- **Keep the creation choice.** **Available in** in New Project still
selects storage. It still shows only when the environments need more
than one storage owner. That can only occur when a storage plugin is
installed. `POST /projects` with `environmentId` selects the storage of
that environment and does not save the environment.
- **Fix storage at creation.** `PATCH /projects/:id` rejects any storage
change with `409 project_storage_locked`, from core to a plugin and from
a plugin to core. Before, a core project could move to a plugin.
- **Drop legacy writes.** Older clients can still send
`executionWorkspacePolicy.environmentId`. The service removes it on
create and update.
- **Simplify Project Configuration.** Remove the Environment and
Workspace storage selectors. Show an advisory **Available in** list of
the environments that can use the project's storage. Show it when a
storage plugin is installed or when the project uses one. When the
project's plugin is not installed, show **Storage plugin unavailable**.
Without a storage plugin, show nothing.
- **Issue workspace card.** Remove the "project default" environment
label.
- **Shared contract.** Remove `Project.environmentId`, the
`environmentId` project field, and `expectedStorageProviderPluginId`
from the update schema. The create schema keeps `environmentId` and
`expectedStorageProviderPluginId` from #20587.
- **Docs and maps.** Update `doc/project-environment-compatibility.md`,
`docs/api/goals-and-projects.md`, and the project feature and
agent-access maps.
- **SDK source pins.** Refresh
`tests/runner-e2e/source-sdk-public-inputs.json` for the two shared
files. The shared file blobs return to their values before #20651. The
refresh also corrects the `pnpm-lock.yaml` pin and `lockSha256`:
`master` pins an older lockfile blob than the one it contains.

## Verification

- Targeted server suites pass (227 tests): `project-environments`,
`project-workspace-provider.integration`,
`heartbeat/environment-selection`, `execution-workspace-policy`,
`environment-selection-route-guards`, `environment-run-orchestrator`,
`openapi-routes`.
- Related server suites pass (349 tests): `environment-service`,
`environment-routes`, `plugin-workspaces.integration`, `issues-service`.
- Targeted UI suites pass: `ProjectProperties.concurrency`,
`IssueWorkspaceCard`, `NewProjectDialog`,
`NewProjectDialog.managed-sandbox`, `ProjectDetail`.
- New tests:
- Creation saves storage, not an environment. Core and plugin projects
both reject a storage change with `project_storage_locked`.
  - A legacy policy `environmentId` is dropped on create and update.
- A new run follows the agent default for any project. A recovered run
keeps its admitted lease after the agent default changes.
- Project Configuration has no storage or environment selector. The note
is hidden without a plugin. It lists the core or plugin environments for
the project's storage. It shows **Storage plugin unavailable** for a
removed plugin.
- `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter
@paperclipai/ui typecheck`, and `pnpm --filter @paperclipai/shared
typecheck` pass.
- `pnpm --filter @paperclipai/db check:migrations`, `pnpm
check:token-gates`, `node scripts/check-maps.mjs`, and `node
tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check` pass.
- Not run locally: the full `pnpm test:run`, `pnpm build`, and browser
suites. CI supplies that coverage.
- Manual check: open Project Configuration on an instance with a storage
plugin. Confirm that there is no Environment or Workspace storage
selector, and that **Available in** lists the environments.

## Risks

- **Migration.** `0466` drops `projects.environment_id` and its foreign
key. The migration deletes the saved project environments. Apply it
before you serve the new revision. An old server revision that reads
`projects` fails until it stops. This is the same pattern as earlier
drop-column migrations (`0229`, `0289`).
- **Behavior change for existing projects.** Projects created after
#20651 shipped have a saved environment that overrides the agent. After
this change, their runs follow the agent default again. This is the
intended fix. Before #20651, a project environment selection was not
applied to runs (#11644), so no older behavior is lost.
- **No path from core to a plugin.** A core project, including one
created before a plugin was installed, cannot move to the plugin. To use
plugin storage, create a new project.
- **API.** A `PATCH` that sends `environmentId` or
`expectedStorageProviderPluginId` no longer has an effect. The schema
strips these fields.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) by Anthropic, in Claude Code, with
tool use (shell, file edits, test runs). Extended thinking was
available.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 08:00:21 -08:00
DottaandClaude Opus 5.5 0b8ba1ac92 fix(queue): show messages a booting run's first turn takes as sent (#20822)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task chat lets a person send follow-up messages to a running agent,
and steer them into the live turn
> - A sandboxed run (for example on Daytona) can take minutes to boot
before its provider session exists
> - A message sent during that boot cannot be steered, so it waits in
the steering pane
> - The runner then puts the message into its first turn, and the server
removes it from the queue, but the view has no signal for this, so the
message stays in the steering pane as "queued"
> - That stale local entry also hides the queue id, so Steer and Discard
fail for every later message
> - This pull request tells the view which messages the first turn
takes, and drops local queue entries whose run has settled
> - The benefit is that a message sent while the sandbox boots shows as
sent at once, and later messages keep working Steer and Discard

## Linked Issues or Issue Description

**What happened?**
A person sent a follow-up while the agent's sandbox was booting. The
message stayed in the steering pane with Steer unavailable. After the
agent started, the message stayed there. The agent had received it in
its first turn. Later, Discard on that message failed with "Couldn't
discard. Message is still queued.", and a new message also stayed in the
steering pane.

**Steps to reproduce**
1. Assign a task to a Paperclip Runner agent that runs in a Daytona
sandbox.
2. While the sandbox boots, send a follow-up message.
3. Wait for the agent's first response. The message is still in the
steering pane.
4. After the run hands off to a successor run, send another message and
try to discard the first one.

**Expected behavior**
A message sent while the run is starting shows as a sent message. Later
messages keep working Steer and Discard.

**Actual behavior**
The first message stays in the steering pane. Discard fails, and the new
message cannot be steered until the page reloads.

## What Changed

- `firstTurnQueuedCommentIds` (server, `first-turn-queued-input.ts`)
returns the messages in a deferred queue that the target run's first
turn already sealed, or will take while it is still starting. It uses
the same eligibility rule as `claimFirstTurnQueuedInput`. It reads only
lean columns, so the queue poll does not transfer run snapshots or large
wake payloads.
- The queue read path and the queue mutation path both put these ids in
a new optional `firstTurnCommentIds` field on `IssueQueuedCommentQueue`.
- The task view puts each of those messages in the conversation as input
of that run, at its submission time, and not in the steering pane.
- The task view no longer treats a saved message as a pending local
queue entry after its target run is no longer live. A request that is
still in flight keeps its original target.

## Verification

- Red-green server test: `issue-queued-comments-routes.test.ts` "reports
the messages a preparing/native run's first turn takes, before and after
it seals them" and "reports no first-turn messages once the run's turn
already started". Before the fix, `firstTurnCommentIds` was `undefined`.
- Red-green UI tests: `IssueDetail.test.tsx` "shows a message the
booting run's first turn takes as sent, not queued" (still starting, and
sealed) and "keeps queue controls for a new message after the run that
took an earlier one hands off". Before the fix, the queue held
`['new-message', 'boot-message']` and the queue id was withheld.
- Reproduced on staging first: the run's context held a first-turn
receipt for the stuck message, and the server queue had no entries,
while the view still showed it as queued.
- `npx vitest run` for `issue-queued-comments-routes`,
`queued-comment-consumption`, `queued-comment-postgres`,
`queued-comment-use-cases`: 172 passed. The existing queue-poll byte
budget tests still pass.
- `npx vitest run src/pages/IssueDetail.test.tsx
src/components/task-chat src/lib/issue-queued-comment-queue
src/lib/optimistic-issue-comments`: 1288 passed.
- `tsc --noEmit` for shared, server, and ui: no new errors.
- `pnpm verify` exits 2 because the change touches `packages/shared`.
Required CI supplies the broad coverage.

## Risks

- Low risk. The new field is optional and only for display. Delivery
still belongs to the first-turn claim and the deferred wake.
- If a starting run fails before its first turn, the field goes away and
the message shows in the queue again for the next run. This is correct,
because the deferred wake still holds it.
- The queue read adds one lean run read and one comment read only while
a deferred queue targets a running run.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 15:52:14 +00:00
DottaandClaude Opus 5.5 6dd8611a2f fix(queue): keep tool action outcomes out of the steering queue (#20582)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask a person to approve a governed tool action (for example,
create a Notebook page) before the tool runs
> - Approve means run: the tool runs as soon as the person approves it,
and the approval card then shows Executed, Failed or Declined
> - After the tool runs, the server wakes the agent with the recorded
result. When another turn is active, that wake waits behind it
> - The composer queue lists waiting interaction receipts as messages.
The result wake carries the approval's interaction id and status, so the
queue shows "Accepted: Approve tool action" with an Interrupt control,
after the tool already ran
> - People read this row as an approval that is still not done, and
Interrupt stops their current turn only to deliver a tool result
> - This pull request keeps tool action outcome wakes out of the
composer queue and out of its steer, interrupt and discard actions
> - The benefit is a steering pane that shows only messages the person
can act on, while the agent still receives the tool result after the
current turn

## Linked Issues or Issue Description

**What happened?**
After a person approves a governed tool action, the tool runs and its
card shows Succeeded. When the person then sends a new message, the
composer queue shows a row "Accepted: Approve tool action" with
Interrupt and Discard controls. The row stays until the active turn
ends.

**What did you expect?**
The steering pane does not show the tool result as a queued message. The
approval card already shows the outcome. The agent receives the result
after the current turn.

**Steps to reproduce**
1. Let an agent request approval for a governed tool action
(`request_confirmation` with `payload.toolAction`).
2. Approve it. The tool runs and the card shows Succeeded.
3. Send a new message so a new turn starts before the result wake runs.
4. See "Accepted: Approve tool action" in the composer queue.

## What Changed

- Add `isToolActionOutcomeReceipt` in
`server/src/services/queued-interaction-response.ts`. It identifies an
interaction receipt wake that carries a tool action (`toolAction`
identity or `toolActionRequestIds`).
- `findQueuedCommentWake` in `server/src/routes/issues.ts` skips these
wakes, so `GET /issues/:id/queued-comments` does not list them. The
payload projection adds only the tool action's `actionRequestId`,
`toolName` and `toolActionRequestIds`, never its result text.
- The locked by-id queue lookup (steer, interrupt, discard) rejects
these wakes with `queued_comment_not_pending`, so a stale client cannot
interrupt a turn for a tool result.
- Delivery, stranded-queue recovery and the handback hold
(`readQueuedInteractionResponse`, `hasQueuedInteractionResponse`) do not
change. The agent still receives the result.
- Add route tests for accepted and declined tool action outcomes. They
check that the queue is empty, the wake stays
`deferred_issue_execution`, and the issue still has owed interaction
input.

## Verification

- `cd server && npx vitest run
src/__tests__/issue-queued-comments-routes.test.ts
src/services/issue-queued-comment-queue.test.ts`: 137 of 137 tests pass.
The new tests fail without the fix (the queue lists the receipt).
- On a heavily loaded machine (load average about 25), the embedded
Postgres `afterAll` teardown timed out once at 30 s after all tests
passed. This is not related to the change.
- `cd server && npx tsc --noEmit -p .`: clean.

## Risks

- Low risk. The change only filters the user-facing queue view and its
by-id actions.
- A tool action outcome wake no longer appears as an Interrupt target.
Before, Interrupt could deliver a tool result into a new turn early. Now
the result arrives when the current turn ends, as for other system
deliveries.
- #13160 refactors the same steering path. One of the two PRs may need a
small rebase.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 07:39:37 -06:00
DottaandClaude Opus 5.5 a8f21a171c fix(cases): hold direct case status writes to terminal handoff authority (#20686)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The experimental Cases feature closes a case through a terminal
handoff to `done`
> - The terminal handoff lets an agent close a case only when the agent
owns the case's primary task
> - The direct case write routes (`PATCH /api/cases/:id` and the keyed
upsert on `POST /api/companies/:companyId/cases`) also write `status`
and `completedAt`
> - These routes did not apply the primary-task ownership rule to agent
status writes
> - This pull request applies the same ownership rule to those routes,
and sends `done` through the terminal handoff
> - The benefit is that a case closes only through the authority and
gates that the product describes

## Linked Issues or Issue Description

No public issue exists. This is the bug description.

**What happened**

An agent that did not own a case's primary task tried `handoff_case` to
`done` and got "Agents may complete only their own case work". The same
agent then sent `PATCH /api/cases/:id` with `status: "done"`. The route
returned 200 and closed the case. A chat eval (`cases.close-case`)
recorded this sequence.

**Expected behavior**

An agent changes a case with a primary task to or from
`done`/`cancelled` only with the authority that the terminal handoff
requires. `done` goes through the terminal handoff, so primary-task
completion keeps its normal gates (`doc/PRODUCT.md`, Cases section). The
dedicated `update_case` tool already excludes `status`.

**Steps to reproduce**

1. Create a case with a primary task that is assigned to agent A.
2. As agent B in the same company, send `PATCH /api/cases/:id` with
`{"status":"done"}`.
3. Before this change, the response is 200 and the case status is
`done`.

## What Changed

- `server/src/services/case-handoffs.ts`: add
`assertCaseStatusWriteAuthority`. For an agent actor, on a case that has
a primary task, a status change into or out of `done`/`cancelled` must
pass the same check as the terminal handoff (`authorizeTerminalTask`:
the agent is the primary task's assignee). A change to `done` then
returns 422 and names the terminal handoff. Board actors, non-terminal
status changes and fact edits do not change.
- `server/src/routes/cases.ts`: call the check inside the case write
transaction in `PATCH /api/cases/:id` and in the keyed upsert branch of
`POST /api/companies/:companyId/cases`.
- The terminal ownership denial now names the owning agent and the
primary task, and asks the caller to contact that agent on the task. The
message keeps its old first sentence.
- The keyed upsert falls back to the locked case row (not the pre-lock
read), so an upsert without `status` cannot undo a concurrent close.
- `server/src/routes/experimental-api-paths.ts`: add a catalog summary
and description for `PATCH /api/cases/{id}` that states the closure
rule.
- `server/src/__tests__/cases-routes.test.ts`: regression test for
non-owner `done`/`cancelled` through PATCH and upsert, the owner's
`done` through PATCH (422), owner cancel, non-owner reopen, and board
close.

## Verification

- `cd server && npx vitest run src/__tests__/cases-routes.test.ts -t
"terminal handoff's primary-task"`: fails before the route change
(`expected 403, got 200`) and passes after it.
- `cd server && npx vitest run src/__tests__/cases-routes.test.ts
src/__tests__/case-mutation-fence.integration.test.ts
src/__tests__/case-handoff-native.integration.test.ts
src/__tests__/case-handoff-legacy.integration.test.ts
src/services/case-handoffs.test.ts
src/services/native-runtime/native-case-tools.integration.test.ts
src/__tests__/heartbeat-case-terminal-handoff.test.ts
src/__tests__/openapi-routes.test.ts
src/__tests__/case-history-api-discovery.test.ts
src/services/native-runtime/runner-api.test.ts`: all pass. (One local
run of the legacy integration suite failed in fixture scratch
preparation under load; two reruns with the change pass.)
- `server` `tsc --noEmit`: no errors in the changed files. The fresh
worktree had unrelated errors from unbuilt workspace packages; CI covers
the full typecheck.
- Live chat eval
(`chat-features.runner-opencode.local.cases.close-case`, run
42936492869, at the first commit): the non-owner agent's terminal
handoff was denied with the owner named, and the agent did not change
case status through another route. The eval did not pass: the first chat
turn did not finish inside the scenario's 180-second observation window.
That is a separate latency issue in the eval.

## Risks

- Behavior change for agents: an agent can no longer set `done` through
PATCH on a case with a primary task, and a non-owner agent can no longer
cancel or reopen it. The agent skill reference already says "Do not
change case status separately".
- Cases without a primary task keep the old behavior, because they have
no owner to check and the terminal handoff does not apply to them.
- The check reads the primary task without a row lock, to keep the task
-> run -> case lock order. A concurrent reassignment can race one
request. The terminal handoff itself still locks and rechecks.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 20:41:27 -06:00
Nicky Leach 0d4b1d8c89 Gate agent plugin tabs by execution environment (#20657) 2026-11-10 15:04:44 -08:00
Nicky LeachandPaperclip f30ac226d6 Keep project environment mappings independent of shared defaults (#20651)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A project supplies work context and repository storage to task runs.
> - Creation selected a storage owner but did not retain the selected
environment on the project.
> - Configuration stored an environment inside checkout policy, but
policy reads and run selection dropped it.
> - Projects therefore continued to follow shared agent and instance
defaults.
> - This pull request saves placement on each project and uses it for
new runs.
> - The benefit is an independent Project to Environment association
with the existing storage, trust, and recovery safeguards.

## Linked Issues or Issue Description

Refs #20459 and #11644. Follow-up to #20587.

The reported journey is Project > Configuration: changing one project's
environment must not change another project's mapping or shared
defaults.

Related open PR #18176 repairs placement through the legacy
workspace-policy field. This follow-up introduces a separate project
association, saves creation defaults, and migrates saved legacy
references. It overlaps that PR's placement, permission, and recovery
safeguards. The changes should be reviewed together. #9588 concerns
environment-variable response privacy and does not address placement.
ROADMAP.md has no separate project-association work planned.

## What Changed

- Add nullable `projects.environment_id` and expose
`Project.environmentId`. Save the effective creation default once on the
project. Keep environment placement separate from checkout/isolation
policy.
- Read and write Environment directly in Project Configuration. Keep the
control available with isolated workspaces disabled. Each form reads its
project's value, even when environment choices share a query cache.
- Offer environments compatible with the current storage owner. Change
the target and storage together when the existing storage selector
attaches a core project to a plugin. Preserve retained-data restrictions
and validate the observed storage owner again on save.
- Resolve new task runs from their organizational project's target
before agent and instance defaults. File sources from another project do
not change placement. Explicit low-trust sandbox choices and enforced
sandbox policies retain precedence. External provider placement remains
separate.
- Restore admitted native runs from their owned environment lease. Later
project edits apply to new admissions. Require workspace-write
permission for environment changes and clears. Check company bindings
before runtime admission and during lease creation.
- Migrate valid saved policy references into the project column.
Normalize legacy API writes. Count and clear matching project references
when an environment is deleted. Update API and behavior documentation.
- Refresh the maintained SDK source registry for the two changed shared
files. Runtime pins are unchanged.

## Verification

- [Hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/42908045146)
is green on `8b3b7d5b5aed51fc4c8e9c2e3506508bbaf9e00c`: **60 successful
checks**, three skipped gates, no failures, and `ci / verify` passed.
GitHub reports no merge conflicts. Standard Greptile scored the same
commit **5/5** with both review threads resolved.
- Source checkout on macOS arm64, Node 26.12.0, with fresh isolated
PostgreSQL. No production data or live provider calls.
- The two-project component test changes the first form with isolation
disabled and a shared query cache. The second form keeps its target.
Storage changes update only the selected project. A saved target remains
selected while the list loads, and an explicit clear remains possible.
- API integration creates two projects from the same default, patches
one, reads both, and checks that agent and instance defaults remain
unchanged. A later instance-default change does not rewrite either saved
project target. Tests cover unavailable/incompatible choices, anonymous
and cross-company denials, and storage preconditions.
- The migration test runs the actual SQL against an existing project row
and verifies its environment and disabled checkout policy survive.
Deletion accounting and clearing affect only matching project
references.
- The final guard set passes **53 tests across four files**:
`project-environments.test.ts`,
`environment-selection-route-guards.test.ts`,
`heartbeat/environment-selection.test.ts`, and
`ProjectProperties.environment.test.tsx`. All **64
environment-run-orchestrator tests** pass, including direct lease
acquisition without an extra caller argument. The broader affected set
passed **109 tests across eight files** before the additional admission
guards. These sets overlap.
- UI typecheck, migration numbering/safety, token gates, module
boundaries, query-error rendering, and diff checks pass. `pnpm verify
--explain` returns exit 2 and requires broad CI because shared
schema/runtime paths and behavior documentation changed. Broad coverage
is delegated to current-head CI.
- Early iterations failed due to a legacy parser that drops the
environment field, a fixture without real company membership, and
incorrect expectations for privacy-preserving 404 denials. The service
now reads legacy references before normalization, the API fixture has
real membership, and denial assertions match the existing privacy
contract. The orchestrator mock also needed the reused company-binding
guard in its service contract. The focused suites above pass after those
corrections.
- Local server typecheck remains blocked by installed ACPX, Slack, AI
SDK, and Runner type mismatches in unchanged dependency-facing code. It
reports no errors in the changed production paths. This is not a full
local typecheck or suite pass. Hosted CI supplies full current-head
coverage.
- SDK source-proof and privacy qualification passes **56 tests across
three files**, including the real built SDK. The maintained source
registry matches the committed revision; runtime pins are unchanged.
- Review reproduced two failures: an incoming policy without a storage
owner could be validated before the existing owner was restored, and
uppercase legacy UUIDs missed migration matching. Preserve the owner
before validation and compare normalized UUID text. Both regressions now
pass. The post-fix project/storage/orchestrator batch passes **107
tests**: `node node_modules/vitest/vitest.mjs run
server/src/__tests__/project-environments.test.ts
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/environment-run-orchestrator.test.ts --silent`.
- The first hosted run failed build, typecheck, and canary at the same
`run-completion.test.ts` call because lease acquisition required a new
argument. The lease method now enforces binding internally. Its existing
caller compiles without a new field, and the orchestrator tests prove
the binding flag reaches the runtime. The full server check no longer
reports that error; the local dependency errors above remain.

## Risks

- Apply the normal database migration before serving the new revision.
The migration adds a nullable foreign key and copies valid legacy
project selections. It does not move repository data or resize provider
storage. The five newest schema snapshots are retained.
- New projects retain their creation target when shared defaults change.
Existing projects without a saved selection continue to inherit
defaults. A null target explicitly opts into inheritance.
- Existing saved project selections now affect placement. Missing,
archived, incompatible, and foreign-company targets fail validation;
they do not silently choose another storage owner. A running admitted
process keeps its original owned lease.
- Local dependency limitations are listed above. No live-provider,
deployed-browser, or production rollout qualification is claimed.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving snapshot and context-window size are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 14:31:48 -08:00
DottaandClaude Opus 5.5 353945c86d fix(tool-gateway): let agents create gateway tokens without receiving the value (#20613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Tool gateways let external MCP clients use a company's tools with a
gateway client token
> - Since delegated connection management (#17737), an agent can create
and revoke gateway client tokens for its responsible person
> - #20581 stopped agents from getting the one-time token value, but it
did this by making token creation person-only
> - The product decision is that agents keep their delegated authority
to create and revoke tokens
> - This pull request restores agent token creation, but the agent never
receives the token value: the person reveals the value once on the
gateway's Tokens page
> - The benefit is that an agent can do the rotation work for the
person, and the secret still never enters chat, run events, logs or tool
output

## Linked Issues or Issue Description

Refs #17737
Refs #20581

**What happened**
After #20581, `POST /api/tool-gateway/gateways/{gatewayId}/tokens`
returns 403 `gateway_token_requires_person` to every agent caller.
Agents lost the delegated authority to create gateway client tokens that
#17737 gave them. Before #20581, an agent that created a token received
the plaintext value in its tool result and could repeat it in chat.

**Expected behavior**
An agent with delegated connection management can create and revoke
gateway client tokens. The agent never receives a token value. The
responsible person gets the value once, on the gateway's Tokens page.
Person callers keep today's behavior.

**Steps to reproduce**
1. Give an agent delegated connection management for a responsible
person with `tools:admin`.
2. As the agent, call `POST
/api/tool-gateway/gateways/{gatewayId}/tokens` (for example through
`call_api`).
3. See 403 `gateway_token_requires_person`.

## What Changed

- Agent create: `POST /api/tool-gateway/gateways/:gatewayId/tokens` from
an agent with delegated authority returns 201 with token metadata only
(`id`, `tokenPrefix`, `expiresAt`, `pendingReveal: true`), plus
`tokensPath`, a `reveal_credential` `requiredUserAction` for the
responsible person, and a `nextStep` instruction. The saved row has no
usable value: its stored hash is of a value that is generated and then
discarded. Gateway authentication also rejects `pendingReveal` rows.
- Person reveal: new person-only `POST
/api/tool-gateway/gateway-tokens/:tokenId/reveal`. It generates the
value, stores its hash, clears `pendingReveal` and returns the value
once. A conditional update makes a second or concurrent reveal return
409. Only the token's responsible person can reveal it (403
`gateway_token_reveal_requires_responsible_person`). Agent callers get
403 `gateway_token_requires_person`. A token revoked before reveal
cannot be revealed.
- Why a reveal that generates the value: no stored plaintext existed to
reveal, and storing one (even encrypted) for later display adds a secret
at rest. Generating the value at reveal time keeps the existing one-time
display and stores only a hash.
- Schema: `tool_mcp_gateway_tokens.pending_reveal boolean not null
default false` (migration `0460_gateway_token_pending_reveal`). Shared
`ToolMcpGatewayToken.pendingReveal`, and `ConnectionRequiredUserAction`
gets `reveal_credential` / `gateway_token`.
- UI: the Tokens page shows a "Waiting for you to reveal" section for
pending tokens with a "Reveal token" button. The value appears in the
existing "New token — copy now" one-time block. Pending tokens show the
status "Not revealed".
- Agent gateway create: the 201 for agent callers also includes
`gatewayPath`, `tokensPath` and a `nextStep` that tells the agent to
link the saved gateway.
- The agent create-token `nextStep` and the catalog say not to revoke
the old token in the same turn: its client keeps working on it until the
person installs the new value.
- The reveal update and its `tool_gateway.token_revealed` activity entry
commit in one transaction. The Tokens page offers Reveal only for tokens
that act for the signed-in person.
- API reference: new `docs/api/tool-gateway-tokens.md` (create, reveal,
revoke) in the docs nav.
- Revoke stays allowed for agents with delegated authority (unchanged
route).
- API catalog: create-gateway, create-token, reveal and revoke
descriptions now say who acts, that agents never receive values, the
page paths, and that the old token is revoked only after the client
works with the new one.
- Agent access map: create-token policy note and a new reveal entry.
- Evals `gateways-profiles.create-gateway` and
`gateways-profiles.rotate-token`:
- Remove the keyword grader (`human|operator|admin|manage`) and the
handoff text checks. Grade saved state, rendered links and secret
absence. A plain reply or a question card is accepted.
- Remove the setup probes that called the create routes as the agent.
Under delegated authority, those probes created a real gateway
("Forbidden agent gateway"), which failed create-gateway before the
agent ran.
- create-gateway: exactly one gateway for the intended profile and
company, created by the agent (or by the person after a handoff); the
person opens it from a rendered link; attribution matches the creator;
any agent-created token is still pending reveal; no token value in chat,
cards or run events.
- rotate-token: after the agent's turn, both setup tokens still work and
any replacement the agent created is pending the person's reveal; the
person follows the rendered Tokens page link and reveals (or issues) the
value in a private browser; the new value works before the old token is
revoked; the unrelated client keeps access; no token value appears
anywhere, including a regex scan for any full `pcgw_<id>.<secret>`
value.
- The changed scenario context and outcomes are recorded in
`chat-full-catalog-testops-manifest.json` `changedFields` and pinned in
the manifest test. The inventory digest, descriptors (`oracleVersion`
v2, `sourceFiles`) and SDK public input pins are updated. The unused
`external-gateway-handoff.ts` module is removed.
- Fixture realism: the create-gateway profile now allows a real read
tool (an empty profile made the agent ask which apps to add instead of
finishing), and the rotation tokens get a neutral owner note instead of
"Disposable rotation fixture" (the agent read that note as an eval
hint).
- Shared private-browser helpers (`external-private-browser.ts`,
`external-private-browser-worker.ts`) get one optional `pendingTokenId`
input and one `revealedPending` receipt field.

## Verification

- Red: on `master` route code, the new integration tests `lets agents
create and revoke gateway client tokens without ever receiving a token
value` and `reveals an agent-created gateway token value only to its
responsible person` fail (403 `gateway_token_requires_person`).
- Green: `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts -t gateway` (25
passed). The test checks that the agent `call_api` result has no `token`
field and no token-shaped value, that the agent cannot reveal, that the
person reveals once (second reveal 409) and the value authenticates,
that agent revoke works and stops the value, that a token revoked before
reveal never gets a value, and that person create still returns the
value.
- `npx vitest run src/__tests__/tool-gateway.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` (2247 passed).
- `cd ui && npx vitest run
src/pages/apps/gateways/panels/TokensPanel.test.tsx
src/pages/apps/gateways/gateway-helpers.test.ts` (16 passed); `pnpm
check:token-gates` clean.
- Eval graders and catalog: `pnpm exec vitest run --config
tests/runner-e2e/vitest.config.ts` on the gateway oracle tests,
`external.test.ts`, catalog consistency/contract, TestOps
export/retained, phase/clock callers and SDK input/type tests (all
pass); `node --test` on the TestOps manifest, adapter, contract,
streaming and reconcile tests (all pass); `node
tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`
(unchanged).
- `node scripts/check-maps.mjs` passes. `tsc --noEmit` for `server`,
`ui` and `tests/runner-e2e`: no errors in changed files.
- Paid end-to-end run of both eval cases, run
[42872921890](https://github.com/paperclipai/paperclip/actions/runs/42872921890)
on 39f38a7f6c (before the last three commits): both FAILED, for
agent-behavior reasons the later commits address. Not rerun yet.
- rotate-token: the agent created the replacement (pending reveal, no
value), then revoked the old token in the same turn, despite the create
response saying to wait. Its reasoning cited the eval-looking fixture
note. The grader rejected the premature revocation. The reply linked the
Tokens page correctly.
- create-gateway: the agent created the gateway and one pending token,
then asked a question card about which apps to add to the empty profile,
with no link to the gateway. The grader rejected the missing link.
- Token values: a scan of all evidence files of both cells found no full
`pcgw_<id>.<secret>` value and no `pcgw_<uuid>` form. Agent `call_api`
payloads in run events are redacted; the integration test proves the
agent tool result has no value.

## Risks

- Behavior change for agents: token create returns metadata and a Tokens
page path, not a value. Agents that expect `token` in the response must
send the person to the Tokens page.
- Migration adds one boolean column with a default. Existing tokens get
`false` and keep working.
- A pending token that is never revealed stays as an unusable row until
someone revokes it. It cannot authenticate.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 15:13:34 -06:00
DottaandPaperclip 89ec4e7614 feat(links): add cached GitHub pull request previews (#20593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations contain links to pull requests and other work.
> - A URL alone cannot tell the operator whether a PR is open, merged,
or blocked by conflicts.
> - Fetching every link at render time wastes API calls and can expose
private data through a shared cache.
> - This pull request adds a demand-driven links service and a GitHub PR
adapter.
> - Each viewer and company has a separate cache. Repeated links share
one request and result.
> - Operators get context when they hover or focus a link. Normal links
stay useful when a provider is unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Task Markdown links, shared link metadata, and the server GitHub API
boundary.

**Problem or motivation**

PR links have compact labels and neutral icons. They do not provide a
rich hover card or a common status source across repeated mentions. A
background resolver cannot borrow a person's GitHub connection because
it has no viewer identity.

**Proposed solution**

Recognize supported links locally. Request metadata after a delayed
hover or keyboard focus. Show a card at the first line of the link,
aligned with its icon. Share the result across all mentions in the
current viewer and company. Keep the exact original navigation URL.

The first adapter supports GitHub pull requests. Open is green, merged
is purple, and merge conflicts are orange. Draft, closed, unknown,
loading and unavailable states remain quiet.

**Alternatives considered**

Eager page scans would spend API quota on links the operator does not
inspect. Company-wide caching of personal GitHub results would cross the
credential boundary. This change uses neither approach.

**Roadmap alignment**

ROADMAP.md was checked. This extends existing task links and the GitHub
resolver. It adds no deployment adapter or new background worker.
Searches of open and closed PRs for link previews and PR hover cards
found no matching implementation.

## What Changed

- Add host-owned link recognition and a normalized preview contract. The
service selects an adapter by provider.
- Add a board-only company read endpoint. It checks company access
before cache reads and sends a private, no-store response.
- Use the current viewer's eligible GitHub connection. A configured
connection that cannot supply credentials fails closed. With no managed
connection, reuse existing company credentials or public access.
Instance credentials retain the public-repository check.
- Reuse the GitHub external-object resolver for API transport and
response parsing. Add title and mergeability to its normalized snapshot
without changing its existing state contract.
- Coalesce requests by company, viewer and canonical PR URL. Bound
cached entries and concurrent work. Cache success for one minute and
failures for a short period or the provider retry window.
- Add an abortable request deadline. Timed-out work stays in the
concurrency budget until it settles. No periodic worker or idle polling
is added.
- Add a shared browser query and anchored preview card. Repeated
Markdown links observe the same result. There are no automatic retries,
window-focus refreshes, toasts or connection prompts.
- Add ten production-component Storybook examples and real
pointer/keyboard browser checks. Document the API and verification
route.

## Verification

- Linux source checkout: 233 focused tests passed in nine suites. They
cover recognition, fixed API destinations, provider states, access
failures, credential selection, viewer/company isolation, request
coalescing, expiry, cache bounds, concurrency bounds and mounted OpenAPI
coverage.
- A live public GitHub smoke returned this PR's correct title and open
state. Two equivalent URLs shared one real network request. Personal
connection access was not part of that smoke.
- A controlled HTTP server stalls a real response body. The test proves
cancellation while another lookup completes.
- UI typecheck and the server layered typecheck passed. The UI
production build passed.
- Token gates and query policy gates passed. All 30 map/catalog support
checks passed. The three new server test files also passed a focused
TypeScript check.
- All 27 focused browser checks passed on the reviewed source tree. They
cover light/dark themes, narrow layouts,
open/merged/conflict/draft/closed/loading/unavailable/failed states,
fixed positioning during pointer movement, exact navigation and keyboard
access. A real browser HTTP interception counts one deferred lookup for
two equivalent PR links.
- The first browser attempt lacked Chromium. A later combined build/test
attempt exhausted the sandbox's 8 GiB memory limit and killed Storybook.
Those attempts supply no pass evidence. Chromium is installed, and the
final browser checks run with the build stopped. One initial Storybook
dependency reload interrupted a streaming check. All eight existing
inline-link cases passed on the warmed server, followed by a complete
27-case pass.
- Synthetic Storybook pointer events did not exercise the native hover
boundary. The assertions now run through real Playwright pointer and
keyboard actions. The fixture stories retain the production components.
- Review fixes preserve the Draft label when GitHub reports both draft
and conflicts. They also preserve neutral link colors in dark mode. The
25 affected service checks pass, including the added combined-state
regression. Browser checks compare unknown, draft and closed links with
the muted theme color.
- The first CI policy run rejected a literal retry opt-out. The code now
uses the existing explicit zero-retry helper. A new test-spy type error
was also corrected. These failures are fixed; their earlier runs remain
failed.
- `pnpm verify --explain` returned exit 2 because the browser test path
selects broad CI. No full local suite is claimed. The final CI run
supplies that coverage.
- The previous head `437913c797963aa113bb82e2ae8b836969317ef9` passed CI
and received a 5/5 Greptile score. All four review threads are resolved.
Master then advanced. The current head
`ae2a1c2adbd61a621cca9bdd160561952613df6e` resolves the source-manifest
conflict against master `9b21dcbdda01296349f3cfe0a3a6891e79df6130`.
Fresh CI and review are running.
- The previous CI run found a lost class on decorated PR links and a
stale SDK source manifest. Both are fixed. The existing CommentThread
integration test and 26 focused link service tests pass. All 45 SDK
source/privacy tests pass. All eight source-manifest helper tests pass.
The manifest helper changed only source identities and added the two new
shared files. Runtime, compiler, parser and library pins stay unchanged.
- A later review found that expired timeouts could reuse a settled
promise. The service now removes settled requests from its
shared-request map and counts unfinished provider work separately. The
new regression failed before the fix and passes after it. The
concurrency-bound and real stalled-HTTP tests also pass.
- UI typecheck and token gates pass after these fixes. The browser rerun
needed Chromium in the new session. That first attempt did not exercise
the UI. The complete 27-case browser rerun passed before the master
merge with retries disabled. All 27 browser cases also passed on the
merge revision with retries disabled.

- After the master merge, all 84 focused link, OpenAPI and integration
tests pass. All 55 SDK source/privacy/manifest tests pass. UI typecheck
and token gates pass again. The source manifest retains master's
reviewed runtime pins and includes both sets of source changes. GitHub
confirms the PR can merge cleanly. The preflight helper rebuilt the
shared package and plugin SDK; Cargo is unavailable locally. Final CI
supplies Rust coverage.

- The latest master update changed the reviewed report-lock policy but
left the SDK lock hash at its previous value. The SDK source/evidence
checks reproduced the mismatch. This change sets only the SDK lock hash
to the authenticated output of the existing master policy and patch.
Compiler, parser and Zod pins stay unchanged. All 56 SDK
source/evidence/manifest tests now pass. All 84 focused
link/API/integration tests, UI typecheck and token gates also pass on
the updated source.

## Risks

- This cache is process-local. Separate server replicas can make
separate GitHub requests.
- A cached result can remain visible for its short lifetime after GitHub
changes. A later hover refreshes expired data.
- GitHub can report unknown mergeability. The UI shows conflicts only
when GitHub explicitly reports them.
- Personal preview data stays in viewer/company caches. It is not
written to company external-object records or persisted browser query
storage.
- Stories simulate the API. They do not prove a live GitHub login or
private-repository access.
- No schema migration is required.

## Model Used

OpenAI Codex, based on GPT-6. The runtime does not expose the exact
serving model ID or context-window limit. Used reasoning, repository
inspection, source editing, shell execution and browser tools. No
subagents were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-11-10 19:32:51 +00:00
DottaandClaude Opus 5.5 9b21dcbdda refactor: remove SPEC docs and repoint spec citations (#20565)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Contributors and agents read the docs under `doc/` before they
change code
> - `doc/SPEC.md` and `doc/SPEC-implementation.md` were out of date.
`doc/SPEC-implementation.md` became an append-only log: in 60 days it
got about 1,645 new lines and lost 181, across 140 commits
> - #20557 changed `AGENTS.md` so the code and its tests are the source
of truth, and the specs are only background
> - This pull request removes the two spec docs. It moves only the
sections that live code comments cite into focused docs, and it repoints
all other references
> - The benefit is one less stale document that agents read and append
to

## Linked Issues or Issue Description

Refs #20557 (merged). This PR is the follow-up that removes the docs. It
is based on `master`, which already contains #20557.

**Issue type**
Outdated content. The docs are out of date and conflict with the code.

**Where is the issue?**
`doc/SPEC.md`, `doc/SPEC-implementation.md`, and the code comments and
docs that cite them.

**What's wrong?**
`doc/SPEC.md` and `doc/SPEC-implementation.md` are out of date, but
agents still read them and append a paragraph with each fix.

**Suggested fix**
Delete both files. Move the sections that code cites into focused docs.
Repoint the references.

## What Changed

- Deleted `doc/SPEC.md` and `doc/SPEC-implementation.md`.
- Moved these spec sections, because live code comments cite them:
- §9.3.1 "Shared default-open issue writes" → new section in
`doc/agent-permission-defaults.md`.
- §9.8.1 "Issue-thread interaction resolver contract" →
`doc/execution-semantics.md`, "Issue-thread interaction resolution".
That section already had most of the contract. I added only the missing
parts: the `supersedeOnUserComment` default, the canonical policy list,
the addressee and cap rules, the rule that surfaces show the server's
effective audience, and the cross-issue budget charge. The short policy
summary at the top of the section now points to the list, so the
definitions occur one time only.
- §9.9 "Task Watchdog Authority Contract" → new "Authority contract"
section in `doc/TASK-WATCHDOG.md`. It holds the allowed and disallowed
mutation lists and the deferred capabilities. The atomic recovery batch,
restoration verification, and interaction rules were already in
`doc/execution-semantics.md` §11, so the new section links there and
does not repeat them. I did not move the "Downstream acceptance
criteria" checklist or the sentence about the CTO and Security sign-off.
These were implementation-time notes; the tests now hold that coverage.
- §9.10 "Company Skill Policy Contract" → new
`doc/company-skill-policy.md`. No focused doc had this contract. I did
not move the "Required regression tests" phase checklist.
- Did not move any other part of the specs.
- Repointed code comments that cited spec sections:
- `packages/shared/src/issue-write-denial.ts` (§9.3) →
`doc/agent-permission-defaults.md`
- `server/src/routes/issues.ts` (§9.9) → `doc/TASK-WATCHDOG.md`,
"Authority contract"
- `server/src/routes/issues.ts` (§9.3, §9.8.1 cross-issue budget) →
`doc/agent-permission-defaults.md`
- `ui/src/lib/interaction-audience.ts` and
`ui/src/components/InteractionGovernancePanel.tsx` (§9.8.1) →
`doc/execution-semantics.md`
- `ui/src/lib/skill-policy-denial.ts`, `ui/src/pages/CompanySkills.tsx`,
`ui/src/pages/CompanySkills.production.tsx`,
`ui/src/pages/SkillStudio.tsx` (§9.10) → `doc/company-skill-policy.md`
- `server/src/services/recovery/ownership-invariant-report.ts` (monitor
deadline wait path) → `doc/execution-semantics.md` §8. That section
already lists the one-shot monitor as a valid wait path.
- Resynced the git blob pin for
`packages/shared/src/issue-write-denial.ts` in
`tests/runner-e2e/source-sdk-public-inputs.json`. The comment edit
changed the file's hash, and the Runner support suite checks that pin. I
used `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD>
--write`; only that one pin changed.
- Updated `AGENTS.md` §1 so it does not name the deleted files.
- Removed the links to the deleted files from
`doc/plugins/PLUGIN_SPEC.md`.
- Updated the `doc-maintenance` agent skill
(`.agents/skills/doc-maintenance/`) so it no longer audits or stages
`doc/SPEC.md`.
- Removed or replaced references in `maps/README.md`,
`maps/feature-map/README.md`, `maps/storybook-map/README.md`,
`doc/PRODUCT.md`, `doc/CLIPHUB.md`, `doc/DEPLOYMENT-MODES.md`,
`doc/DEVELOPING.md`, `doc/evals.md`, `doc/spec/agent-runs.md`,
`doc/AGENTCOMPANIES_SPEC_INVENTORY.md`,
`doc/connections/CONNECTOR-PLAYBOOK.md`,
`doc/plugins/ideas-from-opencode.md`, `doc/execution-semantics.md`,
`doc/TASK-WATCHDOG.md`, and `.devin/wiki.json`.
- In `doc/execution-semantics.md`, the "admission is independent of
cleanup and accounting" reference now states the rule inline: only a
hard stop, an explicit pause, or an inactive company refuses admission.
- Kept these references as they are: dated plans in `doc/plans/` and
`docs/plans/`, the dated log
`doc/logs/2026-05-24-cli-api-parity-e2e-log.md`, `releases/`, the
transcript fixture `ui/src/fixtures/runTranscriptFixtures.ts` (it uses
the filename only as sample text), and
`docs/specs/external-task-protocol.md` (it refers to the Symphony
project's own `SPEC.md`).

## Verification

- `git grep -n "SPEC-implementation\|SPEC\.md"` (without `releases/`,
and ignoring `PLUGIN_SPEC.md` citations) finds only the kept references
listed above.
- `grep -rn "§9\.\(3\|8\|9\|10\)" ui/src server/src packages/shared/src`
finds no results.
- `node scripts/check-maps.mjs`: "Maps aligned: 35 areas, 192 capability
IDs".
- `pnpm check:token-gates`: "All gates clean".
- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
tests/runner-e2e/source-sdk-public-type.test.ts
tests/runner-e2e/source-sdk-evidence.test.ts`: 45 passed. These failed
in CI before the pin resync.
- `pnpm verify`: exit 2 ("Broader verification required") because
`AGENTS.md` is a global CI input. Required CI supplies the broad
coverage for this revision.
- All code changes are comments only. No runtime behavior changes. The
title uses `refactor:` because comments in source files changed.

## Risks

- Low risk. The change removes docs and edits comments only.
- A reader can lose context from spec sections that I did not move. The
text stays in git history. The code and its tests are the source of
truth.
- External links to the two deleted files will return 404.

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

## Model Used

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

## 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 (focused checks above; CI
supplies broad coverage)
- [x] I have added or updated tests where applicable (not applicable:
docs and comments only)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 13:07:59 -06:00
DottaandPaperclip 12f70d0d4c Keep Slack form custody and receipt transfer durable (#19825)
## Thinking Path

> - Paperclip manages work for AI-agent companies.
> - Chat connections deliver provider messages and user answers.
> - Slack requires a response within its original three-second deadline.
> - Forms and their delivery receipts must survive retries and tenant
restarts.
> - This change uses the existing connector queue and durable form
owners.
> - Current authorization, exact receipt checks and normal ACK rules
stay in force.
> - The tenant can settle useful work while keeping the connection
enabled.

## Linked Issues or Issue Description

Refs #19019 and #19348. Companion Cloud PR:
paperclipai/paperclip-cloud#1250.

## What Changed

- Preserve form grants, sessions, encrypted evidence, terminal receipts
and company-authorized Retry.
- Check initial form enrollment before the provider send. Keep a typed
preparation wait only while an exact current enrollment obligation
exists.
- Refund the attempt only when the claimed attempt and credential lease
still match and provider invocation has not started. Possible or
accepted sends retain uncertain-delivery custody. An ordinary error with
the same text still uses the normal five-attempt limit.
- Notify the existing publication worker when normal enrollment commits.
Reconstruct pending work from durable state after a lost reply or owner
restart.
- Page settled history before proving idle safety. Keep unfinished,
malformed and foreign receipts visible beyond the first 1,000 rows.
- Keep Slack callback, answer, receipt and ACK rules in their provider
owners. Support body-bound Cloud idle capabilities when a complete
catalog exceeds the header budget.
- Add focused regression coverage, an enabled quiet/reactivation recipe
and explicit fixture port checks.
- Keep SDK evidence tests tied to a normally built reviewed reference,
with a separate strict refusal for actual unreviewed CI outputs.

## Verification

App head: `6284d6881b5dc38a9ee149bcbde35e69a67dd8ca`, including actual
master `dff8bed007e01c32f3826144b893ec80603d1335`. Companion Cloud head:
`f83b38187dc7e6b2e219fe865dc16d268cc66fdb`, including actual Cloud
master `b1dcc3421a91efffee631a61536cf48f357c22fc`. Cloud #1250 is merged
at `1d07d81f23d4627ab7b6dcf49176b4128a2f8f9b` after exact-head passing
checks and complete Greptile 5/5. Current exact-head CI typecheck,
build, tests and aggregate verification are green; the complete edited
Greptile review is 5/5 and all 13 review threads and nested comment
pages are resolved.

- Both latest enrollment findings were reproduced against the preceding
product. The pure readiness control returned no wait for the first
enrollment. The real-PostgreSQL control observed a provider call while
that enrollment was still staged.
- The repaired source passes three whole files: 21 readiness controls,
80 real-PostgreSQL milestone controls and 37 tenant-actor middleware
controls. All 138 pass with zero excluded or TODO cases. The SQL case
reconstructs the worker through seven waits, preserves the attempt
budget, recovers a controlled lost enrollment reply, and commits one
provider-port call and one exact grant. Replaying the selected attempt
does not duplicate them. Authorization, SDK and enrollment-response
ports are controlled in that SQL case.
- The same files cover ordinary five-attempt exhaustion, accepted and
possible sends, stale ownership, malformed bindings, attention states
and current actor restrictions. One synthetic mismatched-binding
parameter uses generation 2 against current generation 1; it is not
evidence for an older-generation control.
- The normal server-package typecheck passes at the measured source. It
runs the normal Runner TypeScript, protocol, SDK and declaration
prerequisites and all seven main App programs. The separate declaration
configuration is also recorded. A worker union-narrowing error was
found, fixed with an explicit callable/null branch, and verified by that
normal compiler. No cast or test relaxation was used.
- The normal merge of current master preserves all 78 owned paths and
15,783 unrelated master entries and modes. The three measured test files
and their changed feature paths are unchanged. New upstream DB code adds
only the normal nonunique concurrent native-session index and its
migration classification. Shared and adapter-utils changes alter
unrelated prompt or denial wording. The 138-case proof carries for those
unchanged behaviors; it is not reported as a rerun after the merge. The
normal Shared/SDK ensure, DB build, adapter-utils build and complete
server-package check also pass at the current merged head. Their fresh
inventory contains 8,143 outputs; canonical SQL and journal copies
match. This build did not apply the new index migration.
- Earlier real-PostgreSQL retained-history coverage reproduced the
missing proof with 1,005 settled rows. Its repair retains the existing
two-second/64-query inspection budget, current endpoint bound and exact
owner snapshot. The 46 source-bound controls cover unfinished and
invalid tails, exact cross-page action references, Retry, rollback and
lost receipt responses.
- Earlier enabled quiet/reactivation coverage produced ordinary useful
work, kept configuration enabled, accepted fresh signed work plus a
duplicate, and produced exactly one second useful reply. Its two
App-worker windows lasted at least 30 seconds with zero measured PG
writes, connection or outbound activity after settlement. That evidence
stays tied to its measured revision. A missing worker EXIT marker limits
that earlier proof; parent evidence does not replace it.
- Earlier three-second callback, terminal ACK, current-question race and
complete body-size controls remain source-bound. The
500-owner/1,000-binding body measured 313,875 bytes with a 618-byte JWT;
signature tampering failed closed.
- Final managed-provider acceptance now passes all five fresh Node
boots: A/A, A/AB, B/A rejection, B/AB recovery, B/B final. Two
independently configured, challenged, verified, linked and enrolled
Slack identities exercise ACK and retirement debt separately. Normal
provider factory/materialization delivers the configuration through a
controlled external stack-provider boundary. The registered opening
returns HTTP 200 in 21 ms within the original 3-second deadline. Two
answers persist, normal ACK is accepted, exact retirement and lost
acceptance/GC replies recover, and the original canonical snapshot
remains unchanged without duplicate provider sends or submissions.
- The separate complete committed-preflight case passes. A committed
`update_attempted` response is lost before SDK entry; normal
service-owner reconstruction after the original lease/deadline recovers
the same useful update and one answer without a second trigger. This
reconstructs service owners within one App process; the separate five
fresh Node boots cover process restart and managed signing-key rotation.
- Assertion-time PG socket reports balance 15 opens/15 closes across the
five boots and 5/5 in preflight, peak 2 and zero live sockets or
unexpected attempts. Worker terminal EXIT markers were missing and are
not replaced by parent EXIT markers. These are domain/recovery and
assertion-time connection proofs, not a new whole-worker terminal quiet
measurement. All known owners/groups closed; independent SQL audits were
empty; only successful fixture databases were removed. Earlier failed
fixture databases/logs remain retained. No product guard, deadline or
assertion was weakened. Exact runtime source and normal outputs are
unchanged by the three test files in the current follow-up, so these
source-bound proofs carry without repeating those journeys.
- The preceding App CI ran 11,312 support cases: 11,289 passed, three
SDK-evidence cases failed, and 20 external cases skipped. Normal CI
dependency setup resolved six stale Slack patch-hash references and
produced an unreviewed lock. The public SDK proof correctly refused that
lock; the tests incorrectly assumed the CI output was a reviewed
reference. The three-file test repair keeps the protected lock policy,
source/compiler/parser/Zod pins, scanner and redaction rules unchanged.
It builds an owned reviewed reference using the existing normal
Shared/SDK producers for the positive seal test, while a separate
negative requires actual unreviewed-build privacy refusal and no
retained SDK bytes. It does not relabel the CI build as certified or
admit a new lock hash.
- All four whole SDK support files pass locally: public type 30,
evidence 16, public-input synchronizer 8 and lock preparation 10,
totaling 64 with zero excluded/TODO cases in 28.73 seconds. The genuine
fresh reference build/positive seal and separate invalidated-reference
privacy refusal passed within their original 120-second bounds. Original
installed dependencies, SDK outputs/cache and runtime source stayed
unchanged; normal global setup produced only its own Runner JavaScript
outputs. PostgreSQL was denied throughout, all four worker markers were
observed, and the owned process group/private test root closed. The
local canonical-lock negative mutates only its own reference; fresh
remote CI also passes the actual resolved-CI-lock branch: all 16
evidence and 30 public-type tests pass, including the genuine
reviewed-reference positive and the strict actual-unreviewed-build
refusal. The upstream synchronizer file runs its current 10 cases in CI.
- The first complete CI attempt on this head also exposed two separate
30-second timeouts: one real reporter-artifact test and the
`agent-test-environment` module-loading hook. Full original logs remain
preserved. Their exact test, sanitizer and evidence source blobs are
unchanged from the preceding head; inspection found no deterministic
setup cause. After the original run finished, one retry of only the
failed jobs passed on the same synthetic merge
`168851e210671ebe97e7a778e8cf891807e80502`: Runner support reports
11,304 passes and 20 external skips; serialized shard 6 reports all 395
passes, including all 67 route bodies. No source, timeout or assertion
changed. This proves recovery; the original causes remain unexplained.
- The final pre-merge tree audit uses actual master
`17136a6c25ef6cb7c816a29140a4c48c2c75fb31` (refreshed after the earlier
`85dec046` audit). The expected normal squash preserves all 81 owned
paths and 15,816 unrelated master entries and modes. Only OpenAPI has
edits from both sides, and its complete content composition preserves
the new project route and token help alongside this PR's API entries.
The shared inbound selection changes preserve the same candidate set;
new concurrent indexes, Native/workspace behavior and shutdown changes
remain upstream behavior. The scoped form proof uses process agents and
does not qualify the new Native/sandbox branches. The latest
question-schema change still accepts the explicit version-1 payload
exercised here. The last master delta also changes managed AI/Native
credential refresh and writeback; those branches are outside the
measured process-agent form paths. Existing 8,143 local outputs remain
tied to their measured revision; no new whole-tree output equality or
deployed suspension is claimed.
- Reproduce the public path with
`doc/testing/slack-cloud-qualification.md`, the companion Cloud
checkout, Node 24/22 and fresh owned fixture databases. Aggregate local
`pnpm -r typecheck`, `pnpm test:run` and `pnpm build` were not rerun as
one command set. Current exact-head required CI and the complete
Greptile 5/5 review now pass; the full edited summaries and all
paginated threads were read.

Local worker quiet does not prove deployed host or Neon suspension.
Photon and Discord remain separate work; this PR completes the described
Slack slice.

## Risks

Use compatible App and Cloud readers before transferring custody.
Signatures prove authenticity; current authorization and exact ownership
still control execution. Preserve old targets, secrets and terminal
facts until their normal owners release them. Keep the managed seal
identity stable while custody remains. The required Slack adapter patch
remains pinned. Upstream's concurrent index uses the normal top-level
migration path.

## Model Used

OpenAI `gpt-6.1-sol` implemented and tested the changes. A GPT-6-based
Codex managing agent reviewed and integrated them. The host does not
expose the managing agent's exact model ID or context-window sizes. The
agents used code execution and test tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, its version and tool capabilities
- [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 linked public related issues or PRs
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run the local tests listed above and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green for the current head
- [x] Greptile is 5/5 with no open findings for the current head
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 12:17:50 -06:00
DottaandClaude c37eacbee3 fix(native): Retry re-finalizes a saved result that ran out of finalization retries (#20578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save an accepted result. Then a finalizer applies that
result to the task.
> - Finalization has its own budget of 3 failed attempts (#20555). When
the budget runs out, the coordinator goes to `terminal_failure` with
`native_finalization_retry_exhausted`.
> - For a provider-succeeded run, the task then rests `in_review` with a
board recovery card. The task shows "resolved" and offers no Retry. The
user is stuck.
> - The ordinary Retry is also wrong here: it starts a new provider run,
which repeats work the agent already finished.
> - This pull request adds two things. First, contention failures on
such a result get two longer automatic delays before the board gets the
task. Second, when the state is still exhausted, the task offers Retry,
and that Retry applies the same saved result again.
> - The benefit: fewer tasks need a Retry, and when one does, Retry
works and does no duplicate provider work.

## Linked Issues or Issue Description

Refs #20555 (it names this gap under Risks).

**What happened?**
In restart-chaos wave `w-20261110T044338-s20385`, task t03 ended with a
succeeded run, an accepted result, and a coordinator in
`terminal_failure` / `native_finalization_retry_exhausted`. The issue
stayed `in_review` with a board-owned `active_run_watchdog` card and
`canRetry=false`. #20555 stopped the early exhaustion. A real exhaustion
still leaves the same stuck state. Coordinators that older builds
already left in this state are stuck the same way.

**Expected behavior**
Transient finalization failures recover by themselves when that is safe.
When they do not, the task offers Retry. That Retry re-finalizes the
saved result. It does not start a provider run and does not charge a
provider attempt.

**Steps to reproduce**
1. Let a native run save an accepted result and end `succeeded`.
2. Make each finalization of that result fail until the budget of 3 runs
out.
3. Before this fix, the task presentation is `resolved` with
`canRetry=false`, and the board card has no action that applies the
result. The new test
`server/src/__tests__/native-exhausted-finalization-retry.test.ts`
reproduces this.

**Paperclip version or commit**
master at c58356003f (after #20555).

## What Changed

- `native-run-finalizer.ts` (`recordRetryableFailure`): when the budget
runs out on an accepted result of a provider-succeeded run, and the
cause is contention (`status_cas_exhausted` or
`side_effect_planning_failed`), the coordinator stays
`retryable_failure`. It tries again after 2 minutes, then after 10
minutes, each with a fresh budget. Each delay is recorded once in
`recoveryHistory` (`automatic_finalization_backoff`). After both delays,
the old terminal path runs. Deterministic causes (for example
`native_finalization_invalid`) and workspace-scope failures are
unchanged. The existing deadline worker (`native-result-commit-work`)
runs the retry, so no new timer or poll is added.
- New `native-runtime/exhausted-finalization-retry.ts`:
- `exhaustedNativeFinalizationCondition()`: one SQL predicate for
"succeeded native run, accepted result, coordinator `terminal_failure`
with `native_finalization_retry_exhausted`, no lease, no successor".
- `rearmExhaustedNativeFinalization()`: under the task lock, reopens the
same coordinator (`arbitrating` or `workspace_finalizing`), records
`exhausted_finalization_retry` in `recoveryHistory`, resolves the board
card (`handed_back`), and resets `finalizationFailureCount` to 0. It
sets a 30 s fallback `nextAttemptAt`, so the deadline worker finishes
the job if the process stops first.
- `refinalizeSavedNativeResult()`: runs `finalizeNativeRun` for the same
run with `preserveProviderAttempt: true`. A failure goes through the
finalizer's normal bounded budget.
- `task-interruption-presentation.ts`: the run read adds
`nativeFinalizationRetry` from that predicate. A succeeded run with this
flag shows `state: "failed"`, `canRetry: true`. It also adds
`nativeFinalizationRetryPending` (`savedResultRetryPendingCondition()`:
coordinator not committed or terminal, with an
`exhausted_finalization_retry` entry). While it is true the task shows
`state: "working"` with `recoveryStep: "finishing_recovery"`, so the
user sees the Retry took effect. Done or cancelled tasks, user gates,
and ordinary runs are unchanged.
- `task-retry.ts` (`admitTaskRetry`): for a succeeded native run in the
exhausted state, Retry re-arms the coordinator instead of creating a
provider retry. It writes a `coalesced` `task_retry` receipt bound to
the same run with strategy `finalize_result` (an existing strategy
value), joins any unadmitted Retry intent to it, and logs
`issue.retry_requested` with `strategy: "finalize_result"`. The
idempotency key still returns the same receipt on replay. A later click
with a new key, after an earlier saved-result Retry of the same run
(still finalizing, or applied), joins that Retry with another coalesced
`finalize_result` receipt and starts no provider work.
- `routes/issues.ts` (`POST /issues/:id/retry`): after the receipt
commits, it starts `refinalizeSavedNativeResult` for that run instead of
the provider Retry dispatch.
- `doc/execution-semantics.md`: documents the automatic delays and the
re-finalizing Retry.

## Verification

- `cd server && npx vitest run
src/__tests__/native-exhausted-finalization-retry.test.ts` (4 tests):
- Exhausted state reports `state: "failed"`, `canRetry: true`. Retry
re-arms the coordinator, writes a `finalize_result` receipt and an
`issue.retry_requested` activity row, and replays idempotently. A second
click with a new key while pending, and a third after commit, join the
same Retry; no provider Retry wake exists. While pending, the task shows
`working` / `finishing_recovery`. Re-finalization commits, and the task
shows resolved. The run count for the task stays 1, the coordinator
`attempt` is unchanged, the run stays `succeeded`, and no board card
stays active.
- Old-shape row (no `finalizationFailureCount`, `attempt: 3`, already
terminal): the same Retry works with no migration.
- Re-finalization that fails again: the coordinator goes to
`retryable_failure` with a fresh count of 1, then to `terminal_failure`
after the budget, and the task again shows `canRetry: true`. Nothing is
lost silently.
- Contention failures (failpoint `status_projection`): two automatic
delays (2 min, 10 min) with the task status unchanged, then the board
Retry, which commits with no new run.
- Red/green: with only the new module and test applied (finalizer,
presentation, task Retry, and route reverted), all 4 tests fail
(`canRetry` false; no automatic delay).
- `npx vitest run src/services/task-interruption-presentation.test.ts`
adds unit cases: the flag offers Retry; ordinary succeeded runs stay
resolved; ordinary failed runs keep `canRetry: true`; done tasks stay
resolved.
- Also passing: `native-finalization-retry-budget`,
`native-finalization-recovery`, `native-run-finalizer-telemetry`,
`task-interruption-query`, `interrupted-preparation-restore-retry`,
`native-result-commit-work`, `workspace-recovery-admission`,
`workspace-recovery-preparation-gates`,
`deferred-execution-receipt-work`.
- `npx tsc --noEmit -p server/tsconfig.json` passes.
- Not run: the full local suite (`pnpm verify` selects about 2,450 files
for these shared modules; CI covers it), and no live restart-chaos wave.

## Risks

- Previous-release story: coordinators saved by older builds in
`terminal_failure` / `native_finalization_retry_exhausted` qualify by
phase and code. The count is optional. Nothing is migrated. Older rows
do not get the automatic delays; they get the working Retry.
- Automatic delays add at most two extra finalization rounds of the same
saved result, only for contention causes, only for provider-succeeded
accepted results. During the delays the task keeps its prior status, as
it does during the normal 30 s retries. Supersession by a newer run is
still checked first on every attempt.
- The re-finalizing Retry applies the agent's saved result after a
person may have looked at the task in review. It uses the normal status
arbiter and CAS. Done and cancelled tasks, other assignees, and newer
runs refuse it.
- No change before `turn.start`: all new work is on the finalization,
presentation, and Retry paths.

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

## Model Used

- Anthropic Claude, model ID `claude-opus-5-5`, used through Claude Code
with tool use (shell, code editing, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 11:48:47 -06:00
Nicky LeachandPaperclip 98ce93dd4e Choose project storage from compatible environments (#20587)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects supply repository files to agent runs through core staging
or a storage plugin.
> - A storage plugin's default claim silently attached new projects even
when their agents used a different environment.
> - An environment name or driver type does not establish shared storage
access. The existing binding and task-driver contracts do.
> - This pull request groups creation choices by that contract and
selects storage from the creator's effective environment.
> - The benefit is a visible, validated choice and a clear error before
an incompatible managed workspace operation.

## Linked Issues or Issue Description

Fixes #20459.

Related: #20156 covers a separate provider-failure diagnostic. The PR
search found no other fix for #20459. ROADMAP.md has no duplicate
project-creation change.

## What Changed

- Show **Available in** when configured environments require different
project storage. Each option names the environments that can use the
same storage owner. Hide the selector when all choices are compatible.
- Derive compatibility from repository staging and managed binding
ownership. Local, SSH, and sandbox environments use core staging.
Managed storage requires a registered task driver from the same
installed storage plugin. Separate storage plugins remain incompatible.
Unknown plugin contracts and the fake sandbox are excluded.
- Follow the creating agent's environment, or the person's primary
agent, then the instance default and local fallback. Apply managed-only
and forced Kubernetes policy. The product has no separate user or
company environment-default field today.
- Add a company-authorized discovery endpoint and an optional creation
`environmentId`. Validate the choice again on save. Store the storage
owner without overriding agent run environments. Preserve explicit API
storage choices and existing project ownership.
- Keep the hidden repository-free private-task project independent of
environment availability. Submit the observed storage owner as
`expectedStorageProviderPluginId` so a changed contract fails at save
without setting a workspace policy. Instance task-isolation defaults
stay inherited.
- Reject an incompatible managed workspace before a provider operation.
Name the storage and selected environment in the error. Add regression
tests, API documentation, creation-story fixtures, and minimal
corrections to obsolete map text.

## Verification

- **102 tests passed across 7 files:** project environment integration,
installed storage policy, repository persistence, project environment
routes, project creation telemetry routes, OpenAPI, and
NewProjectDialog. Run with `node node_modules/vitest/vitest.mjs run
server/src/__tests__/project-environments.test.ts
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/project-repositories-persistence.test.ts
server/src/__tests__/project-routes-env.test.ts
server/src/__tests__/project-goal-telemetry-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/NewProjectDialog.test.tsx --silent`.
- The review fixes cover both archived-default private-task cases and
changed-storage rejection. With both instance isolation flags enabled, a
new core repository project keeps a null policy and resolves to an
isolated Git worktree. The complete affected set passes all 102 tests.
- The CI query-error policy failure was fixed by using the shared query
view. The form and shared query-view suites pass **24 tests**, including
cached choices during a transient refetch failure. `node
scripts/check-query-error-rendering.mjs --enforce --summary` reports
zero findings.
- CI exposed stale SDK source hashes and heartbeat fixtures that paired
plugin storage with Local. Refreshed exactly four shared-source hashes
with the maintained generator (runtime pins unchanged). All **53 SDK
privacy/source-proof tests**, including real built SDK output, pass. All
**7 corrected managed-storage heartbeat scenarios** pass; the fixtures
declare the owning plugin's task environment and substitute transport at
the existing execution seam.
- Shared and UI TypeScript checks pass. The UI production build passes.
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and diff checks pass.
- Tested UI states: compatible choices, incompatible groups, default
within a group, manual override, create failure, loading, discovery
failure and retry, and an unavailable default. Tests use the production
form and existing design tokens.
- The integration tests use real isolated PostgreSQL on macOS arm64 with
Node 26.12.0. They cover user/agent defaults, storage persistence,
policy restrictions, company and authentication denials, and rejection
before a provider call. Discovery uses saved configuration and makes no
worker or provider requests.
- Local verification limits: `pnpm -r typecheck` and `pnpm build` stop
in unchanged adapter-utils code because the installed ACPX types lack
`inheritProcessEnv`. A direct server check also finds an unchanged AI
SDK type-version mismatch. The existing heartbeat test `inherits the
instance default environment across companies while preserving explicit
agent overrides` times out at line 518 on both this change and
unmodified master with the same dependencies. The full `pnpm test:run`
attempt passed all six chat shards (1,948 tests), then the Git workspace
expiration suite reported 14 failures. I stopped that broad run. Two
sampled failures reproduce on unchanged master with the same
`unknown_worktree_git_files` refusal; the other expiration failures were
not independently compared. A later broad workspace-preparation run also
hit workspace validation failures and was stopped; the seven corrected
fixture scenarios pass independently. These limits do not establish a
full local suite pass. Hosted CI remains required.
- Initial missing-package and loopback-denial failures were resolved by
repairing isolated dependency links, building the SDK, and running
database tests with loopback access. No deployed or live-provider
execution is claimed.

## Risks

- Creation defaults now follow the effective environment. A plugin's
`defaultForProjects` claim alone no longer selects storage. This is the
intended behavior change.
- Compatibility covers repository project storage. It does not guarantee
arbitrary host paths, retained-workspace moves, adapter/image support,
credentials, or worker readiness. Matching provider configs cannot prove
a cross-plugin storage contract.
- A person's primary agent supplies the personal default because there
is no separate personal environment setting. An unavailable configured
default requires a valid explicit choice or a configuration repair.
- No migration runs. Existing projects keep their storage owner. This
change does not detach existing managed data or provide a storage
migration.
- Full local verification has the limits listed above. CI and standard
Greptile review are pending.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving snapshot and context-window size were 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>
2026-11-10 17:38:31 +00:00
DottaandClaude Opus 5.5 accf22076f fix(search): apply task privacy to artifact results (#20595)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Private tasks are visible only to the people and agents that have
access
> - Company search already filters task results by the caller's task
read condition
> - Artifact results (agent documents, work products and attachments) in
search, and the company artifacts list, did not use that condition
> - So a company member could find a private task's document title and
snippet through search
> - This pull request applies the same task read condition to artifact
results
> - The benefit is that private task outputs stay private in search and
in the artifacts list

## Linked Issues or Issue Description

**What happened**
An agent saved a document on a private task. A different company member
without access to that task searched for a word in the document. The
search returned the document as an artifact result with a snippet.

**Expected behavior**
Search and the artifacts list show artifacts only from tasks the caller
can read.

**Steps to reproduce**
1. Create a private task and let an agent save a document on it.
2. Sign in as a company member who cannot read the task.
3. Search for a word in the document, or open the company artifacts
list.
4. See the private document in the results.

## What Changed

- `company-search.ts`: artifact counts and artifact rows apply
`options.issueReadCondition`.
- `routes/companies.ts`: `GET /companies/:companyId/artifacts` passes
the caller's `issueReadSqlCondition` to the artifacts service.

## Verification

- Red then green: `cd server && npx vitest run
src/__tests__/company-search-service.test.ts -t "private task
artifacts"` (fails on `master` with the private document in the
outsider's results).
- Red then green: `npx vitest run
src/__tests__/company-artifacts-service.test.ts -t "caller can read"`.
- `npx vitest run src/__tests__/company-search-service.test.ts
src/__tests__/company-search-extract-service.test.ts
src/__tests__/company-search-extract-routes.test.ts
src/__tests__/company-artifacts-service.test.ts` (all pass).
- `tsc --noEmit -p server`: no errors in the changed files.

## Risks

- Low risk. The read condition is the same one task results use. Callers
with full access (local board, instance admin, privacy mode off) get
`true` and see no change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:34:23 -06:00
DottaandClaude Opus 5.5 491dfa1c6d fix(tool-gateway): make gateway client token creation person-only (#20581)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Tool gateways let external MCP clients use a company's tools with a
gateway client token
> - A gateway client token is shown only once, to the caller that
creates it
> - Since delegated connection management (#17737), an agent can create
a gateway client token for its responsible person
> - In that case the agent receives the one-time token value, and it can
repeat the value in chat
> - This pull request makes gateway client token creation person-only
> - The benefit is that the one-time token value goes only to the person
who creates it in the gateway UI

## Linked Issues or Issue Description

Refs #17737

**What happened**
A person asked the CEO agent in chat to replace the token of a gateway
client. The agent called `POST
/api/tool-gateway/gateways/{gatewayId}/tokens` under delegated
authority. The response gave the agent the new token value, and the
agent put the value in its chat reply.

**Expected behavior**
An agent does not receive a gateway client token value. A person creates
the token on the gateway's Tokens page and gives it to the client. The
agent tells the person where to do this.

**Steps to reproduce**
1. Give an agent delegated connection management for a responsible
person with `tools:admin`.
2. As the agent, call `POST
/api/tool-gateway/gateways/{gatewayId}/tokens` (for example through
`call_api`).
3. See a 201 response that contains the new token value.

## What Changed

- `POST /api/tool-gateway/gateways/:gatewayId/tokens` returns 403
`gateway_token_requires_person` to agent callers before it creates a
token. The message is final. It gives the Tokens page path
(`/<prefix>/apps/gateways/<gatewayId>/tokens`) and tells the agent not
to ask for or repeat token values. The response also has `tokensPath`.
- Board (person) callers are not changed.
- The API catalog entry for the route now says that it is person-only.
- Existing agent-issued tokens are not changed. Runtime issuer and
responsible-user checks still apply to them. The integration tests now
seed such tokens directly to keep that coverage.

## Verification

- Red: the new integration test `never returns gateway client token
plaintext to agent callers` fails on `master` (the agent `call_api`
result is 201 with the token value).
- Green: `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts -t gateway` (24
passed). The test also checks that no token row is created for the
agent, and that a person session still gets a 201 with the token.
- `npx vitest run src/__tests__/tool-gateway.test.ts
src/__tests__/openapi-routes.test.ts` (152 passed).
- `npx vitest run src/services/native-runtime/runner-api.test.ts` (2090
passed).
- `tsc --noEmit -p server`: no errors in the changed files.

## Risks

- Behavior change: agents can no longer create gateway client tokens. A
workflow that relied on that now gets a 403 that sends the person to the
Tokens page. Agents can still revoke tokens and manage gateways under
delegated authority.
- Low migration risk: no schema change, and existing tokens keep
working.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:31:43 -06:00
DottaandClaude Opus 5.5 be0d100a8b fix(native): settle cleanup-gate refusals after a completed turn without a dead-end Retry (#20572)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs execute a provider turn, then close the provider session
and prove it stopped
> - When close cannot prove that the old runner, provider and tools
stopped, the runner holds a cleanup gate
(`native_session_cleanup_quarantined`) that refuses the next session on
that task
> - A run finished its provider turn and saved its work. A server
restart had left one tool callback without a saved result, so close
could not prove the drain, and the gate refused the run's own same-run
recovery 30 seconds later
> - The task then showed "Couldn't finish this attempt" with a Retry
button, but the retry route refuses this error code with 409. The saved
error text told an operator to act
> - This pull request makes the task projection, the execution blocker,
the executor and the retry route agree, and replaces the operator text
with plain wording
> - The benefit is that finished work no longer looks like a failed
attempt, and the UI never offers a Retry that the server refuses

## Linked Issues or Issue Description

**What happened?**
A remote native run completed its provider turn and saved its comments
and documents. A server restart during the turn left one semantic tool
callback without a saved result. Session close then reported
`native_session_settlement_incomplete` (runner suspended, provider drain
unproven), and the runner kept an operator-required cleanup gate. The
same-run disposition recovery was refused at admission, and the run
ended `failed` with `native_session_cleanup_quarantined`.

**Expected behavior**
The task should show its real state (here, waiting on a child task). It
should not show a failure banner or a Retry that the server refuses. No
text should ask an administrator to act.

**Steps to reproduce**
1. Start a remote native run and restart the server while a tool
callback runs.
2. Let the resumed turn complete without a semantic result, so a
same-run recovery is scheduled.
3. Observe the refusal at admission, the "Couldn't finish this attempt"
banner, and a Retry that returns 409.

**Paperclip version or commit**
master at d0057ee384 (remote native runner, Daytona sandbox).

## What Changed

- Add `server/src/services/native-runtime/completed-turn-cleanup.ts`. It
holds one predicate for "a cleanup-gate refusal after this run's own
provider turn completed" and the plain user wording. It reads only the
saved `errorCode` and `runnerProfileJson.sessionCheckpoint`.
- `task-interruption-presentation.ts`: the projection never sets
`canRetry: true` for a cleanup-quarantined run, which matches
`routes/agents.ts` and `canRetryStoppedRun`. A quarantine after a
completed turn projects as `resolved` only while the task waits on
unresolved blocker tasks, so the task shows that wait. Without such a
wait, the missing task disposition stays visible. Other quarantined runs
show a plain settling message without Retry. The list query computes the
completed-turn fact in SQL.
- `native-session-executor.ts`: the refusal keeps its permanent, named
code, its hold and its ownership, and does not replay provider work. The
next action uses plain wording, and names the saved work after a
completed turn.
- `execution-blocker.ts`: show plain wording for this code instead of
the stored error text, also for rows that earlier releases saved.
- Runner error message and retry-route conflict message use plain
wording.
- `doc/execution-semantics.md`: document how the cleanup gate settles
and how the task shows it.

## Verification

- Red before the fix, green after:
- `server/src/services/task-interruption-presentation.test.ts` "native
cleanup quarantine presentation" (2 failed before: `canRetry: true`,
`state: failed`).
- `server/src/__tests__/task-interruption-query.test.ts` "reads a
quarantine saved after a completed turn as settled work" (real Postgres,
row in the previous release's saved shape; before: `state: failed,
canRetry: true`).
- `server/src/services/native-runtime/native-session-executor.test.ts`
"settles a cleanup refusal after a completed turn" (before: operator
next action and board ownership).
- `server/src/services/explicit-native-continuation.test.ts` "shows
plain wording for a cleanup refusal saved with the earlier operator
text" (before: stored operator text).
- The four files pass in full: 1851 tests.
- `tsc --noEmit` passes for `server` and `packages/paperclip-runner`.
- `pnpm verify` returns exit 2 (a global doc input changed), so required
CI supplies the broad coverage.
- No UI files changed, so token gates and UI tests do not apply.

## Risks

- Previous-release story: no persisted shape changes. Runs that earlier
releases quarantined carry forward. The new rules read existing fields,
so these runs show the new projection without a migration.
- The code stays permanent and named. No automatic provider replay is
added.
- A quarantine whose turn did not complete keeps its board-owned
recovery. Only its text and its Retry visibility change.
- The runner still keeps the in-process cleanup gate until environment
release proves the stop. Existing lease termination receipts
(`acknowledgeRemoteStop`) clear it. This PR does not change the runner
drain rule for a callback that a restart orphaned. That is a separate
follow-up.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:09:59 -06:00
f4337bb5fb test(evals): land the chat catalog eval harness on master (#19614)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat-feature evals measure whether agents complete real chat
requests through the product
> - The chat catalog eval harness and its repairs live on the
`chat-eval/master-candidate` branch, not on master
> - Today's work made 139 of 242 chat evals pass in verified single-case
live runs. Each product fix landed on master as its own pull request
> - The eval-side changes (setups, graders, fault seams, evidence
capture) still exist only on the candidate
> - This pull request lands the harness on master. Master stays the
source of truth for product behavior
> - The benefit is one tree: evals run against master commits, and
product fixes reach the evals as soon as they merge

## Linked Issues or Issue Description

Refs #19441, Refs #19599, Refs #20270, Refs #20334, Refs #20342, Refs
#20344, Refs #20354, Refs #20360, Refs #20373, Refs #20382, Refs #20409

**What existing behavior does this improve?**
The chat catalog eval harness and the product it evaluates live on a
long-running branch outside master. Eval fixes do not reach master, so
master-based eval runs use old setups and graders.

**Subsystem affected**
`tests/runner-e2e` chat catalog harness, plus a small set of product
changes that exist only on the candidate.

**Proposed change**
Land the harness on master. Every product fix from this eval work
already merged to master as its own pull request. Conflicts keep
master's product behavior.

## What Changed

- Most of the diff (808 of 851 files) is under `tests/runner-e2e/`:
chat-catalog domains, scenarios, descriptors, the TestOps manifest,
private evidence tooling, and their tests.
- Graders now check saved state, setup literals and rendered or clicked
links. Many keyword and regex checks on free-form replies are removed.
Each changed grader has a bumped `oracleVersion` and calibration tests
(a valid reply, a reworded valid reply, and broken variants that must
fail).
- The shared link helper `hasLink` no longer treats a list link (for
example `/COM/issues?view=mine`) as a link to every task without a URL
key.
- Setup fixes build real state through supported product routes: routine
history, agent grants through the board grant route, budget holds with a
real cap, and a storage-layer archive fault for
`inbox-search.archive-partial-failure`.
- Browser boundary journeys (sign-in, chat-disabled, onboarding) now
write the standard pass evidence files.
- Retargeted cases, approved by the maintainer:
`agent-chat.chat-disabled` (Conference Room gate),
`agents.restore-instructions` (no saved instruction history),
`access.manage-membership` (member permission edits stay board-only).
- The private evidence trusted files (`manual-private-handoff.ts`,
`manual-private-retention.ts`, `manual-private-report-assets.ts`) are
byte-identical to master.
- Product files outside `tests/` (43 files, +1,328 −49) carry
candidate-only changes that master does not yet have. Most are tests.
The main code changes are in `request-human-input.ts`,
`heartbeat-run-summary.ts`, `native-completion-feedback.ts`,
`native-run-finalizer.ts`, `openapi.ts`, `secrets.ts` and
`IssueChatLongThreadPerf.tsx`.

## Verification

- `pnpm vitest run chat-catalog-domains chat-catalog-contract.test.ts
chat-catalog-consistency.test.ts unit-launcher.test.mjs
--testTimeout=180000` in `tests/runner-e2e`: 269 files pass, 3,550 tests
pass.
- `node --test chat-full-catalog-testops-manifest.test.mjs`: 10 pass.
- `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`:
no change.
- `tsc` for `server` and `tests/runner-e2e`: clean.
- Live single-case verification: 139 of 242 cases passed on paid runs,
and a person read the saved evidence for each. These are single-case
runs, not one full-cohort run.

## Risks

- Large diff. Most of it is test-only, but the 43 non-test files change
product code paths. Review those files first.
- Some graders are now less strict on reply wording. A person must read
replies for meaning on those cases.
- 42 cases need disposable outside accounts (Notion, Slack, GitHub,
Daytona and others) and stay blocked. `access.invite-teammate` stays
failing until local agent isolation lands, because the runner's durable
state keeps a live invite token.
- The paid workflow compares the trusted private-evidence files with
master. They are unchanged, so this risk is low.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 08:02:11 -06:00
Nicky Leach 8809f44b5e Connect Codex and Claude login to agent computers (#20417) 2026-11-09 22:12:49 -08:00
DottaandPaperclip 5bad074baa feat: add individual agent interaction permissions (#20411)
Add eleven sparse incoming and outgoing restrictions, human CLI/API administration, shared mutation enforcement, and pending-delivery checks. Preserve existing defaults, agent settings, and existing authorization boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 20:34:04 -06:00
DottaandClaude Opus 5.5 326df52673 perf(api): rank Mine inbox candidates from the participation set (#20413)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Mine inbox reads `GET /api/companies/:companyId/inbox/mine`. Its
main query is `issueService.list` with "touched by me", "not archived by
me", six statuses including `done`, and `LIMIT 100` by canonical last
activity.
> - That query evaluates `touchedByUserCondition` (a five-way OR of
EXISTS) on every status-matching issue in the company. Because `done` is
included, the scan grows with company history, not with the user's work.
> - The unread badge already solved the same problem with a UNION of
indexed participation sources (#17973). The list path did not.
> - This pull request makes the Mine list rank page ids from that same
participation UNION, then load full rows (with the expensive select-list
subqueries) only for the 100 selected ids.
> - The benefit is that the main Mine query scales with the user's
participation instead of the company's issue count. Results stay
identical, and a new test proves it against the original scan.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The latency of the Mine inbox snapshot, `GET
/api/companies/:companyId/inbox/mine`.

**Subsystem affected**
Server: issue list service (`server/src/services/issues.ts`) and the
Mine route.

**Current behavior**
Measured on 2026-11-09: 280–570 ms server time on a dev instance and
1.9–3.2 s on staging. The list query scans every status-matching issue
(28k of 30k in the fixture below) to test participation, then sorts the
touched ones.

**Proposed behavior**
The list query reads only the user's participation set and computes the
row projection only for the page.

**Reason and benefit**
Inbox opens are frequent. The old cost grows with every completed task
in the company.

Refs #17973 (same UNION for the unread badge).

## What Changed

- Extracted the participation UNION from `unreadInboxIssueIds` into
`mineParticipationIssueIds()`. The unread badge uses it unchanged.
- New `IssueFilters.touchedCandidates: "participation"`. When it is set
with `touchedByUserId` (and there is no search and no
`oneChildPerParent`), `list`:
1. replaces `touchedByUserCondition` with `issues.id IN (<participation
UNION>)`. Each UNION member is one OR branch of the old condition, so
the set is the same;
2. runs a narrow `candidates` query (`SELECT id … WHERE <all other
filters> ORDER BY <same order> LIMIT/OFFSET`);
3. loads the full projection for only those ids (re-checking company,
visibility and the read condition), and restores the phase 1 order.
- Only the Mine route sets the flag. Every other `svc.list` caller keeps
the old SQL.
- A new Server-Timing phase, `inbox_issues_candidates`.
- `server/src/__tests__/inbox-mine-candidates.test.ts`: a
result-equivalence test.
- `scripts/benchmark-inbox-mine.ts`: a local benchmark that seeds a
large fixture, compares full payloads, and records `EXPLAIN (ANALYZE,
BUFFERS)` per query.

### Not changed, with evidence

- **Recomputed comment/activity maxima** (`lastActivityStatsForIssues`):
0.9 + 0.2 ms per call in the plans. Not worth a second code path.
- **Touched condition inside `userCommentStatsForIssues`**: 1.4–2.1 ms.
Not changed.
- **`liveDescendantCountMapForIssues`**: 12 ms at 30k issues and 40 ms
at 90k. It now costs about as much as the list query. It scans all live
runs and hashes all company issues. It is company-wide work, outside the
candidate selection, so I left it for a separate change.

## Verification

### Correctness

`inbox-mine-candidates.test.ts` runs the old scan and the new path on
the same data. It asserts equal ordered ids and equal full JSON
payloads. Fixture: 170+ touched issues (more than one page, with tied
timestamps) plus these edge cases:

- included: created by me, assigned to me only, user activity, my direct
comment, `done`, pending request addressed to me, archived then
re-activated by a newer outside comment, read state with a later agent
comment, a live child (live descendant count);
- excluded: archived with no newer activity, mention-only, read audit
only (`issue.read_marked`), uppercase entity id, channel-sourced
comment, agent-created with my user id, `cancelled`, hidden, harness,
plugin operation, private to another user (`issueReadSqlCondition`),
answered request, untouched issues, another company.

It also compares other shapes: no archive filter, `status=done` with the
full projection, `offset`/`limit`, ascending order, unrestricted read
condition, a second user, and a user with no participation. Mutation
check: removing the comment source from the UNION makes the test fail.

The benchmark also asserts identical full payloads for every sample of
both arms.

Focused suites (local): `inbox-mine-candidates`, `inbox-mine-routes`,
`authorization-privacy-query`, `issues-unread-inbox`,
`inbox-archive-routes`, `issues-assignee-unread`,
`issues-creation-visibility` — all pass.

### Performance (local SQL measurements)

Command: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-inbox-mine.ts --baseline-ref=18c3f4ef7b
--issues=<N> [--touch-density=<d>]`. Baseline = 18c3f4ef7b, the #20408
head with the same timing hooks. Embedded PostgreSQL 18.1,
`shared_buffers` 128MB, `work_mem` 4MB, JIT on (not triggered), pool of
8. Alternating order, 2 warmups. Fixture per run: 12 activity rows and 6
comments per issue, 55% `done`, archives, read states, pending requests,
150 live runs.

| Fixture | Arm | `svc.list` median (min–max) | List query phase | Main
query plan |
| --- | --- | --- | --- | --- |
| 30k issues, user touched ~1.1k | before | 47.8 ms (41–66) | 30.0 ms |
28.1 ms exec, 33.7k buffers |
| | after | 39.4 ms (36–42) | 19.4 + 4.2 ms | 16.0 ms exec, 22.1k
buffers (+1.8 ms rows) |
| 90k issues, user touched ~3.4k | before | 124.4 ms (113–180) | 71.1 ms
| 70.8 ms exec, 103.9k buffers |
| | after | 102.9 ms (88–118) | 43.1 + 3.8 ms | 41.7 ms exec, 72.7k
buffers |
| 30k issues, user touched ~11k (dense) | before | 135.0 ms | 119.2 ms |
112.6 ms exec, 128k buffers |
| | after | 136.6 ms | 108.7 + 4.9 ms | 101.9 ms exec, 144k buffers |

- The old plan scanned 27,993 status-matching issues to test
participation. The new plan reads the participation UNION (1,155 ids at
30k; 3,448 at 90k) and probes `issues_pkey`.
- **Neutral case:** when a user has touched most issues (dense row), the
UNION does not shrink the set. The per-candidate privacy check, archive
visibility and activity maxima dominate. I report this as neutral, not
as a gain.
- On a loaded machine (a parallel test run), the same 30k fixture took
129 ms before and 55 ms after. Planning time of the old query rose to 27
ms there. I report the quiet-machine numbers above as the result.
- I did not get query evidence from staging's database. This session had
no Neon or CloudOps access (no `neonctl`, no stack credentials), so all
numbers are local. #20408 adds the per-phase header, which can confirm
the effect on staging after deploy.

### Pre-PR checks

- `tsc --noEmit -p server`: no errors in the changed files.
- `pnpm verify --explain` selects 2,417 of 3,204 test files for this
change, because `services/issues.ts` is imported almost everywhere. I
did not repeat that full suite locally (AGENTS.md §7); required CI
supplies it.

## Risks

- **Equivalence depends on the UNION matching
`touchedByUserCondition`.** Each branch has a UNION member:
human-created by me, assigned to me, pending request addressed to me, my
participation activity (canonical lowercase UUID ids only, the same as
the old `= issues.id::text` join), and my direct human comments. The
equivalence test pins these. A future change to `touchedByUserCondition`
must also change the UNION. Both live next to each other, and the unread
badge already depends on the same equality.
- **Two reads instead of one.** A row can change between the candidate
query and the row query. The row query re-checks company, visibility and
read access, so a row that became unreadable is dropped. The page can
then have fewer than 100 rows for that one response.
- Scope: only the Mine route sets the flag. No migration.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, embedded PostgreSQL benchmarks). Standard
context window; extended thinking not used.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:17:03 -06:00
DottaandClaude Opus 5.5 50df9a19b9 perf(inbox): read only the execution workspaces Mine rows reference (#20388)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page loaded the company's full execution-workspace summary list
and kept task rows hidden until that list arrived
> - On a company with thousands of workspaces, that read checks each
workspace row against the privacy predicate. It was the slowest request
on the page
> - The inbox needs workspace names only for the workspaces its rows
reference, and only when the view shows workspace data
> - This pull request adds an `ids` filter to the summary read, makes
the inbox request only referenced workspaces, and stops rows from
waiting for workspace data when the view does not show it
> - The benefit is that Mine rows appear when the task data arrives, and
the workspace read becomes a small bounded query

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The Mine inbox (`/:companyPrefix/issues?view=mine`) shows its task rows
late on companies with many execution workspaces.

**Subsystem affected**
Board UI inbox and the execution-workspace summary API.

**Current behavior**
The page calls `GET
/api/companies/:id/execution-workspaces?summary=true` with no filter. On
a large company this returned 8,758 rows (2.5 MB) and took 12.3 s on the
server. The reveal gate included this read, so rows appeared at 13.4 s
although `inbox/mine` arrived at 1.6 s.

**Proposed behavior**
The inbox requests summaries only for the workspaces its rows reference.
Rows appear when the Mine task data arrives, unless the view shows
workspace data.

**Reason and benefit**
The workspace read becomes a small bounded query, and it leaves the
critical path for the default Mine view.

**Breaking changes**
None. The `ids` parameter is optional and additive.

## What Changed

- `packages/shared`: add `executionWorkspaceSummaryIdsQuerySchema`
(comma-separated UUIDs, 1–100 distinct values) and
`EXECUTION_WORKSPACE_SUMMARY_IDS_MAX`.
- `server`: `GET /companies/:companyId/execution-workspaces` accepts
`ids`. Bad input returns 422. The service adds
`inArray(execution_workspaces.id, ids)`. The company scope and the actor
read condition still apply, so privacy does not change.
- `ui/src/api/execution-workspaces.ts`: `listSummaries` accepts `ids`.
New `listSummariesByIds` reads ids in chunks of 100 and concatenates the
results.
- `ui/src/pages/Inbox.tsx`: the workspace query is keyed on the sorted
distinct `executionWorkspaceId`s of the rows the inbox holds (Mine,
touched, context and remote search issues). It uses `keepPreviousData`
and runs only when isolated workspaces are on and at least one id
exists.
- Reveal gate: rows wait for the workspace read only when workspace data
changes what the rows show. This is workspace grouping, a visible
Workspace column, or an active search (workspace names are searchable).
Otherwise rows reveal without it.
- Tests: route ids pass-through and 422 cases (non-uuid, empty,
separators only, more than 100); service test for the id filter with
company scope and the read condition; UI api chunking test; Inbox tests
for "rows reveal while the workspace read is pending when no workspace
column or grouping is active", rows waiting when the Workspace column is
visible, and "shows the resolved isolated workspace name" with the
id-filtered call.

Follow-ups (not changed here, they still read the unfiltered list):
- `ui/src/pages/LegacyInbox.tsx:772`
- `ui/src/components/IssuesList.tsx:985`
- `ui/src/components/LegacyIssuesList.tsx:888`
- `ui/src/components/NewIssueDialog.tsx:570` (filtered by project and
reuse, but not by ids)

## Verification

Focused checks on this revision:
- `cd server && npx vitest run
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspaces-service.test.ts -t "summar|ids"`: 14
passed (embedded Postgres ran the service test).
- `cd ui && npx vitest run src/api/execution-workspaces.test.ts
src/pages/Inbox.test.tsx`: all passed.
- `pnpm --filter @paperclipai/server --filter @paperclipai/ui --filter
@paperclipai/shared typecheck`: passed.
- `pnpm check:token-gates`: clean.
- `pnpm verify` selected 2,481 Vitest files (the shared validator change
reaches most suites). I stopped it at a 25-minute limit on a heavily
loaded shared host. Before the limit, three server tests outside this
change failed: `agent-commentary-skills` (skill mount),
`agent-config-read-access` (24.8 s timeout) and
`agent-directory-working-copies`. Required CI supplies the full
coverage.
- Review fix `fc3f82dae0`: when workspace data is visible, the reveal
gate also waits while `keepPreviousData` supplies the previous id set's
summaries. A new test switches Mine → Recent to a new workspace and
checks the Recent row stays hidden until its workspace loads. It fails
without the change.
- Follow-up commits `bf34f84823` and `8fc743b5ca` add a 100-row Mine
test with a counted workspace id scan. It fails with the old `= []`
defaults and passes with the stable `NO_ISSUES` default.

Performance (local, synthetic fixture):
- Instance: isolated worktree instance, `authenticated` mode, signed in
as a non-admin company member so the real workspace privacy predicate
runs. Production UI bundle (`PAPERCLIP_UI_DEV_MIDDLEWARE=false`).
Headless Chromium 1440×900, a new browser context per run (cold HTTP
cache and cold query cache). macOS, Apple Silicon, with other local
sessions running.
- Fixture: 8,750 execution workspaces (each with a source task and a
privacy-source key), 38,750 tasks, 150 Mine tasks; the Mine snapshot
returns 100 rows that reference 100 workspaces.
- Finish event: the first `[data-slot="task-row"]` is in the DOM.

| Measurement | Before (`02bfe71a6b`) | After |
| --- | --- | --- |
| Cold time to rows, median of 7 | 1,209 ms (1,046–1,312) | 702 ms
(567–1,209) |
| Workspace summary read, server wait (time to first byte), median of 7
| 496 ms unfiltered, 2.0 MB | 18 ms with 100 ids, 22 KB |

The difference of medians is 507 ms. This is close to the unfiltered
read's wait on this fixture (about 550–590 ms in the browser runs). The
runs were sequential batches, not alternating pairs.

Limits: this fixture does not reproduce the 12.3 s server time seen on
the development instance. Here the unfiltered read cost 0.5–1.7 s and
grew with the company's task count. The browser gain on the original
instance should be close to that instance's unfiltered read time, but I
did not measure it there.

## Risks

- Low risk. The `ids` filter only narrows the existing query. It does
not change the read condition or the company scope.
- A row whose workspace is not readable by the actor shows no workspace
name, as before.
- When the Workspace column or grouping is visible, rows still wait for
the workspace read. That read is now small.
- When the id set changes, the query refetches all chunks. Before a view
first reveals, rows wait for the new summaries if workspace data is
visible. After that, the previous names stay visible while a refresh
loads.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:02:55 -06:00
DottaandClaude Opus 5.5 1c868b86be fix(server): tell agents who owns a plugin-managed routine and where it is changed (#20409)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A plugin can create and own routines ("plugin-managed routines").
The routine row shows the plugin in `managedByPlugin`.
> - An agent reads routines through `GET` and `PATCH
/api/routines/{id}`. These API catalog entries had no description.
> - So an agent that read `managedByPlugin` did not know what it meant
or where a person changes the routine.
> - In chat evals, the agent searched for managed-routine routes and
probed plugin files for over four minutes. It did not reply.
> - This pull request adds one shared description to both catalog
entries. It says the plugin owns the definition, links the board's
plugin settings page, and tells the agent not to rewrite, detach or
duplicate the routine.
> - The benefit is that the agent can answer at once and send the person
to the correct page.

## Linked Issues or Issue Description

No public issue exists. This is a bug report.

**What happened**

A person asked the CEO agent in chat to rewrite a routine that a plugin
manages. The agent read the routine and saw `managedByPlugin`. No tool
result or catalog entry told it what that field means. The agent
searched the API catalog ("plugin managed routine", "managedByPlugin",
"detach plugin managed routine"), tried to read plugin UI files, and
listed agents. After more than four minutes it had not replied, and the
chat timed out. This happened in two separate runs.

**Expected behavior**

The agent replies promptly. It says that the plugin owns the routine,
does not rewrite or copy it, and links the plugin settings page where a
board user changes what the plugin exposes.

**Steps to reproduce**

1. Install a plugin that declares a managed routine (`routines.managed`
capability, top-level `routines[]`).
2. Open a chat with the CEO and select the routine.
3. Ask: "Rewrite this plugin's daily maintenance routine."
4. Look at the agent's `search_api` results for `GET /api/routines/{id}`
and `PATCH /api/routines/{id}`. They have no description.

## What Changed

- `server/src/routes/openapi.ts`: add a shared
`PLUGIN_MANAGED_ROUTINE_GUIDANCE` description to `GET
/api/routines/{id}` and `PATCH /api/routines/{id}`. It names
`managedByPlugin`, links `[plugin
settings](/<prefix>/company/settings/instance/plugins/<pluginId>)`, and
tells agents to reply with that link instead of rewriting, detaching or
duplicating the routine. The `PATCH` entry also states the existing
agent rule (own routines only, no reassignment).
- `server/src/__tests__/plugin-managed-routine-guidance.test.ts`: new
regression test. The queries the agent actually used now find these
entries with the guidance, and the linked settings route is mounted in
`ui/src/App.tsx`.

## Verification

- Red then green: `cd server && npx vitest run
src/__tests__/plugin-managed-routine-guidance.test.ts` failed 6/6 before
the change and passes 6/6 after.
- `cd server && npx vitest run
src/services/native-runtime/runner-api.test.ts
src/__tests__/openapi-routes.test.ts
src/__tests__/person-only-page-guidance.test.ts
src/__tests__/case-history-api-discovery.test.ts
src/__tests__/skill-import-discovery.test.ts` passes.
- `cd server && npx tsc --noEmit -p .` passes.
- Live chat eval `routines.plugin-managed-routine` on a branch with this
commit: see the comment on this PR for the run.

## Risks

- Low risk. The change adds documentation text to two API catalog
entries. Routes and permissions do not change.
- The catalog search scores description words, so these two entries can
rank a little higher for queries about plugins or managed resources.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:02:35 -06:00
DottaandClaude Opus 5.5 e1010e7678 perf(api): per-phase Server-Timing for the Mine inbox snapshot (#20408)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Mine inbox page reads one snapshot: `GET
/api/companies/:companyId/inbox/mine`.
> - This read is slow. It takes 280–570 ms on a dev instance and 1.9–3.2
s on staging.
> - The response has only the total `paperclip_api` Server-Timing value.
We cannot see which phase is slow.
> - Issue detail already reports per-phase Server-Timing
(`issue-read-timing.ts`). The Mine snapshot does not.
> - This pull request adds per-phase Server-Timing to the Mine snapshot,
including each lookup inside the issue list.
> - The benefit is that DevTools on any instance shows the slow phase
directly. A follow-up PR uses it to prove a query rewrite.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The Server-Timing header of `GET /api/companies/:companyId/inbox/mine`.

**Subsystem affected**
Server API: issues routes and the issue list service.

**Current behavior**
The header has only `paperclip_api;dur=…`. Slow access checks, issue
lists, parent context, failed-run reads and list enrichment lookups all
look the same.

**Proposed behavior**
The header also has `paperclip_inbox` (total) and one `inbox_<phase>`
entry for each phase that ran.

**Reason and benefit**
We need phase evidence from staging and production to rank the slow
parts. No telemetry is sent; this is a response header only.

## What Changed

- Added `server/src/services/inbox-mine-timing.ts`. It times closed,
content-free phases and formats a Server-Timing value. It emits no spans
and no telemetry events.
- `issueService.list` accepts an optional third argument, `{ timePhase
}`. It wraps the list's own reads: `query`, `labels`, `active_runs`,
`user_stats`, `read_stats`, `last_activity`, `archives`, `blocked_by`,
`live_descendants`, `attention`. Callers that do not pass it are
unchanged.
- The Mine route reports `inbox_access`, `inbox_issues`,
`inbox_parents`, `inbox_failures`, `inbox_failure_context` and
`inbox_issues_<list phase>`. The existing middleware merges these with
`paperclip_api`.
- The index-projection list no longer awaits a `Promise.all` of
already-empty attention maps. The result is the same.
- `inbox-mine-routes.test.ts` asserts that all phases are present with a
valid duration.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/inbox-mine-routes.test.ts` — 6/6 pass, including the new
header assertion.
- `tsc --noEmit -p server` — no errors in the changed files.
- `pnpm verify --explain` selects 2,417 of 3,204 test files for this
change, because `services/issues.ts` is imported almost everywhere. I
did not repeat that full suite locally (AGENTS.md §7); required CI
supplies it.
- Manual: open the Mine inbox, then DevTools → Network → `inbox/mine` →
Timing. The phases show under Server Timing.

## Risks

- Low risk. The header adds about 13 short entries. Phase names are
fixed strings and contain no task data.
- `timePhase` is optional, so other `svc.list` callers do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits). Standard context window; extended thinking
not used.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:54:53 -06:00
DottaandClaude Opus 5.5 7e93ccb4b3 perf: fetch recent task summaries in one request (#20389)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI sidebar shows the person's recent tasks on every page,
including the Mine inbox
> - The sidebar refreshes those rows through `GET
/companies/:id/issues/summaries`, which accepted at most five IDs
> - `useRecentTasks` sent the chunks one after another, so a 25-task
history cost five sequential requests
> - On staging each request took 3–6 s, so the recent-task rows settled
about 20 s after load and every request competed with the inbox rows
> - This pull request raises the per-request cap to 50 and fetches any
remaining chunks in parallel
> - The benefit is one summaries request for a typical history instead
of a serial chain

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The refresh of the sidebar's recent tasks on page load.

**Subsystem affected**
Board UI (`ui/src/hooks/useRecentTasks.ts`) and the `/issues/summaries`
route bound (`packages/shared`, `server/src/routes/issues.ts`).

**Current behavior**
A history of N recent tasks sends ceil(N/5) summaries requests in
series. Measured on staging on 2026-11-09 for a cold Mine load: five
requests of five IDs, started at 1.0 s, 4.3 s, 8.1 s, 12.3 s and 18.4 s,
each taking 3.3–6.1 s.

**Proposed behavior**
Up to 50 recent tasks are one request. Longer histories send their
chunks at the same time.

**Reason and benefit**
The staging server is saturated, so each extra serial round trip delays
the sidebar and the inbox rows. One request removes four round trips
from a typical load.

## What Changed

- `ISSUE_SUMMARIES_MAX_IDS` is now 50 (was 5). The shared validator, the
route's 400 message, the service guard and the OpenAPI description use
the new bound.
- `useRecentTasks` builds all chunks first and fetches them at most
three at a time (`RECENT_TASK_SUMMARY_CONCURRENCY`). The recent list has
no size cap, so this keeps a long history from becoming a burst. The
cache key, omission handling and pruning are unchanged. A failed chunk
still fails the batch, so nothing is pruned on a partial failure.
- Tests: the route test accepts exactly `MAX` IDs and rejects `MAX + 1`;
a hook test checks that at most three chunks are in flight; the API test
uses the constant; `useRecentTasks` tests cover a 25-task history in one
request and a 103-task history with three chunks in flight together,
with and without a failed chunk.
- New browser check
`tests/perf/collections/recent-task-summaries.spec.ts`: a Mine load with
a 12-task history sends summaries requests that each carry all 12 IDs,
and the server answers 200 with all 12 tasks.

## Verification

- `pnpm verify` (selected Vitest files) passes.
- `server`: `npx vitest run src/__tests__/issue-summaries-routes.test.ts
src/__tests__/issue-display-status.test.ts` passes (embedded
PostgreSQL).
- `ui`: `npx vitest run src/hooks/useRecentTasks.test.tsx
src/api/issue-summaries.test.ts
src/components/task-chat/TaskChatBlockerLinks.test.tsx
src/components/CoordinatorSidebar.test.tsx
src/components/SidebarRecentTasks.test.tsx` passes.
- Browser check against a disposable local instance:
`PAPERCLIP_COLLECTION_PERF_BASE_URL=http://127.0.0.1:<port> pnpm exec
playwright test --config tests/perf/collections/playwright.config.ts
recent-task-summaries.spec.ts`. It passes on this branch. With
`master`'s hook and constant it fails: three requests of 5, 5 and 2 IDs.

## Risks

- Low risk. The route still validates UUIDs, deduplicates, and applies
the same read authorization per row. Blocker attention is computed with
set-based queries, so 50 IDs is the same number of queries as 5.
- During a rolling deploy, a new UI against an old server would get a
400 for a history above five tasks. The server serves the UI bundle, so
both change together on a normal deploy. The sidebar keeps its stored
snapshot when the refresh fails.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, browser). 1M-token context window. Extended
thinking was off.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:42:32 -06:00
DottaandClaude Opus 5.5 09241442ea fix(server): let a native reviewer approve its review stage (#20373)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution policies can require an independent review stage before a
task is done
> - A native (Runner) agent that is the active reviewer had no way to
record its decision
> - `PATCH status: "done"` is refused for a native run that owns the
task (#18411), and `paperclip_finish` accepts the report but leaves the
stage pending
> - The reviewer then searches the API until a deadline, and the task
stays in review with nobody able to decide it
> - This pull request records the final-stage approval on `PATCH`
without releasing the run's lock, and lets the run's own finish report
set the final status
> - The benefit is that an agent reviewer can actually approve its
review stage, in one short turn

## Linked Issues or Issue Description

Refs #18411 (added the native status guard). Related: #20264 (explicit
stage-decision operation, still open; this change is narrower and
compatible with it).

**What happened?**

A native reviewer agent was woken as the active `review` participant. It
read the deliverable and wrote its review in about 100 seconds. It then
called `paperclip_finish` with `done`. The tool answered "Completion
report accepted; the task's configured review stage is still pending".
It then tried `PATCH /api/issues/{id}` with `status: "done"` and a
comment. The route refused it with
`native_run_status_reported_by_finish`. The agent searched the API for 2
more minutes and found no other path. The stage stayed pending. When the
run ends with `done`, the status arbiter sees the pending stage and
keeps the task in review (`governed_gate_pending`), so the stage can
never resolve.

**Expected behavior**

The active review/approval participant can approve its stage from a
native run. The task reaches `done` after the approval. The implementer
still cannot approve. A run that is not the active participant still
cannot change the task status.

**Steps to reproduce**

1. Create a task with an execution policy that has one `review` stage
with a native agent participant.
2. Move the task to `in_review` so the stage is pending and the reviewer
agent wakes.
3. In the reviewer run, call `PATCH /api/issues/{id}` with `{ "status":
"done", "comment": "Approved: ..." }`.
4. Observe `409 native_run_status_reported_by_finish`. Call
`paperclip_finish` with `done` and observe that the stage stays pending.

## What Changed

- `PATCH /api/issues/:id`: when the requester is the native run that
holds the task lock and is the active participant, a `status: "done"`
request on the final stage now records the approval decision
(`executionState` completed, decision row, activity). The route removes
`status` from the write, so the task stays `in_review` and the run keeps
its execution lock. The run's `paperclip_finish` report then sets `done`
through the normal status arbiter.
- An intermediate-stage approval (which would hand the task to the next
participant) and every other status change from such a run keep the
existing `native_run_status_reported_by_finish` refusal.
- `paperclip_finish` from the active participant (`done` or
`needs_review`) while its stage is still pending is now rejected with
the exact decision path, instead of being accepted with "stage still
pending".
- The native finalizer now treats the final-stage approval that the run
itself recorded (read from the `issue_execution_decisions` row, bound to
this run and agent) as the completion authority for its clean `done`
report. Before this, a reviewer that cited free-text evidence had its
report graded as incomplete, and the task was reopened as `in_progress`
with a new wake for the reviewer. Failed verification, blocking
remaining work, attention requests, other dispositions, and a
still-pending stage keep the old outcome.
- The reviewer/approver wake text names the decision path (`PATCH` with
`status` and a required decision comment) and says a completion report
does not record the decision. A Runner reviewer that needs changes is
told to report them with `paperclip_block`, because a changes request
from the run that owns the task is a reassignment that stops that run.
- The locked review-policy recheck treats the deferred approval as a
verdict, so a policy changed to `human_only` before the locked write
still refuses it.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/issue-execution-policy-routes.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-execution-policy.test.ts
packages/adapter-utils/src/server-utils.test.ts`: 5 files, 595 tests
pass.
- `pnpm exec vitest run
server/src/services/native-runtime/native-completion-feedback.test.ts`:
29 tests pass (embedded PostgreSQL), including the decision-row binding
for `executionStageApprovedByRun`.
- `pnpm exec vitest run
server/src/services/native-runtime/status-arbiter.test.ts
server/src/services/native-runtime/native-run-finalizer-telemetry.test.ts
server/src/services/native-runtime/native-stale-owner-completion.test.ts`:
72 tests pass.
- New route tests fail without the route change (409 instead of 200/422)
and pass with it. The new feedback test fails without the feedback
change ("Completion report accepted" instead of a rejection).
- `npx tsc --noEmit -p server` and `-p packages/adapter-utils`: pass.
- A route test changes the review policy to `human_only` between the
first check and the locked write; the deferred approval is refused
(403).
- Live full-stack chat eval `task-coordination.independent-review`
(Runner, OpenCode) with this change: passed in GitHub Actions run
42705964209 (eval branch with the first two commits cherry-picked). The
reviewer run recorded its approval 24 s after its review brief was
released, reported `done` 14 s later, and the finalizer set the task to
`done` with reason `execution_stage_approved`; total reviewer run 73 s.
The earlier run 42702224713 exposed the finalizer evidence issue that
the second commit fixes.

## Risks

- Low to medium. The change is limited to one request shape: a native
run, holding the lock, that is the active participant of a pending final
stage, sending `status: "done"`. All other requests keep the old guard.
- Between the approval and the finish report, the task shows `in_review`
with a completed `executionState`. If the run fails before it reports,
the existing native recovery owns the task, as for any other run.
- Previous-release story: no persisted shape changes. A reviewer run
that started before the deploy could not have recorded a deferred
approval (the old route refused it), so the new finalizer input is false
for it and the old outcome applies.
- Intermediate-stage approvals and changes requests from native runs are
still refused by the route. A Runner reviewer reports required changes
with `paperclip_block`, which keeps the stage pending for a person. A
self-service changes request needs the deferred handoff semantics in
#20264.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:11:42 -06:00
DottaandPaperclip 6583ffa3b4 fix(workspaces): migrate task directories with legacy shared mode (#20371)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A control-plane replacement must restore saved work without its old
disk.
> - Online workspace migration saves a guarded physical source to object
storage.
> - Some older task directories have shared workspace mode in their
saved metadata.
> - Their physical paths still identify one company and one source
issue.
> - The selected-source check rejects that mode even though the alias
check accepts it.
> - This pull request admits the old mode under the same physical-source
and writer guards.

## Linked Issues or Issue Description

Refs #18835 and #19873 for workspace preservation and source-fence
ownership. Related #11914 addresses mode selection during workspace
reuse. This branch also carries the one-line API discovery correction
shared with #20370. The search found no duplicate fix for this migration
admission path.

**What happened?**

Online migration rejects an ordinary local task directory when its row
has legacy `shared_workspace` mode. The directory can have the exact
managed company and source-issue path, with no repository or branch. The
selected-source check requires `isolated_workspace`, while its existing
alias check permits both modes.

**Expected behavior**

Admit either saved mode only when the same physical path, company,
source issue, aliases, lifecycle state and writer checks prove a safe
source. Preserve the saved mode. Do not require global maintenance.

**Steps to reproduce**

1. Create a `local_fs`, `project_primary` workspace with
`shared_workspace` mode, a source issue, and a null provider reference.
2. Put its files at the managed
`isolated-workspaces/<company>/<sourceIssue>` path.
3. Inventory online migration. The previous code reports that the source
is unproven.
4. With this fix, migrate through the existing owner and restore the
saved archive.

**Paperclip version or commit**

Base: `0e3fdebea8257bdff11573081c76b306f12db230` from freshly fetched
master.

**Deployment mode**

Online local-filesystem workspace migration with durable snapshots.

## What Changed

- Permit `shared_workspace` beside `isolated_workspace` in the existing
physical task-source admission check. All other checks remain in their
existing owners.
- Extend the existing migration and archive-restore fixture with the
legacy shared-mode task path and null provider reference.
- Use the truthful task-case lookup summary “Find the cases for a task”.
This restores its existing first-page discovery contract without
changing search scores, pagination or tests.

## Verification

- Canonical worktree preflight passed in 26.2 seconds with cached Node
24 and pnpm 9.15.4. The existing SDK dependency preparation completed
before the server tests. An initial direct test attempt could not
resolve the unbuilt SDK and executed no test cases.
- **RED:** Against the previous admission rule, the original
project-path fixture passed and the new task-path variant failed with
`eligible: false`: 1 passed, 1 failed, 86 skipped, 13.58 seconds.
- **GREEN:** All **88 tests** in
`server/src/services/remote-workspace-online-source.test.ts` passed in
**35.47 seconds** after the one-line fix. This includes migration,
archive restore, foreign and mismatched source aliases, source-issue
fencing, active execution, lifecycle, and publication-race controls.
- Command: `node node_modules/vitest/vitest.mjs run
server/src/services/remote-workspace-online-source.test.ts
--maxWorkers=1 --fsModuleCache` under Node 24.
- `git diff --check` passed. Tests used disposable PostgreSQL and a
local object-storage provider. Hosted migration acceptance remains
separate.
- Required CI [attempt
1](https://github.com/paperclipai/paperclip/actions/runs/42704874763/attempts/1)
failed on previous head `c69ea90bc0f2f18707336004598e2429f590790d`.
[Server shard
12](https://github.com/paperclipai/paperclip/actions/runs/42704874763/job/129459250886)
failed `case-history-api-discovery.test.ts:14`: the first five results
for `case for task` did not include `GET /api/issues/{issueId}/cases`.
This test source is unchanged in this PR. The dependent final verify
gate failed. The attempt remains a nonpass; no retry has been requested.
- The shared API discovery diagnosis reproduced the existing lookup
route at rank six. The summary omitted a query term. The correction from
#20370 changes only that truthful summary. On final head
`0d645370545130a8a835da8c1a77030562b29049`, the unchanged three-case API
discovery regression passed in **10.64 seconds**. The 88-case workspace
proof above remains valid for its unchanged source and fixture inputs;
it was not rerun.
- Final head `0d645370545130a8a835da8c1a77030562b29049`: [fresh required
CI](https://github.com/paperclipai/paperclip/actions/runs/42707521663)
**passed** at 22:13:53 UTC on November 9. All 51 workflow jobs are
accounted for: 49 successful and 2 skipped. The [final verify
aggregate](https://github.com/paperclipai/paperclip/actions/runs/42707521663/job/129476327386)
passed. The exact-head rollup and classic Snyk status are successful,
with no failed or pending checks.
- Fresh Greptile review is **5/5** for this final head, with no open
inline threads. Ponytail's **5/5** review covers previous head
`c69ea90bc0f2f18707336004598e2429f590790d`; it is historical evidence
for the unchanged workspace patch, not a final-head review. The old
failed CI attempt remains recorded above.

## Risks

- This admits a previously refused saved metadata shape. The physical
directory must still match the company and original source issue. The
alias check still rejects a different issue on that task path.
- Source, lifecycle, task and active-run fences are unchanged. No live
metadata is rewritten to gain admission. Saved workspace modes and
snapshot formats carry forward; no schema or command changes are needed.

## Model Used

OpenAI Codex, GPT-6.1 Sol (`gpt-6.1-sol`), with reasoning, repository
tools and code execution. Context-window size is not exposed by the
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
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 16:15:47 -06:00
DottaandClaude Opus 5.5 380b3d49c0 fix(api): make case lookup and audit history discoverable to agents (#20354)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Cases are an experimental saved record with facts, audit history and
handoffs, beside the documents on their tasks
> - Agents find REST operations with `search_api`, which ranks catalog
entries by words in the method, path and summary
> - The case read routes had generated summaries such as "GET cases
events" and one generic description
> - So a chat agent that searched "list company cases" or "case facts
history" did not get any case read route on the first page
> - In a chat eval, the agent wanted to check the case for "who changed
the diagnosis", could not find it, and answered from task document
revisions only
> - This pull request gives the case read routes real summaries and
descriptions, and tells chat agents where a task's case and its
fact-change history are
> - The benefit is that agents can find and cite a case's audit history
when a person asks about it

## Linked Issues or Issue Description

Refs #20265 (case page link guidance for chat agents).

**What happened**
A person asked a chat agent "Who changed the diagnosis, and what did it
say before?" about a case. The agent called `search_api` with "cases
list facts history" and "list company cases". The case list,
task-to-case lookup and case events routes were not on the first result
page. The agent said "Not found", skipped the case audit and answered
from the task document revisions only. It did not mention the case fact
change or link the case.

**Expected behavior**
An agent that searches for a company's cases, a task's case or a case's
fact-change history finds the matching route on the first page. The
catalog says that a `fields_changed` event records who changed the facts
and when, but not the previous values.

**Steps to reproduce**
1. Enable Cases.
2. Call `searchRunnerApi({ query: "list company cases" })`.
3. See that `GET /api/companies/{companyId}/cases` is not in the five
results. The same is true for `GET /api/cases/{id}/events` with "cases
list facts history".

## What Changed

- `server/src/routes/experimental-api-paths.ts`: add
`experimentalApiDocs` with summaries and descriptions for the case list,
task-to-case lookup, case read, case events and case document revision
routes.
- `server/src/routes/openapi.ts`: use those summaries and descriptions
when present. Other experimental routes keep the generated summary. The
experimental notice stays in every description.
- `server/src/services/agent-conversations.ts`: the Cases chat directive
now names `GET /api/issues/{issueId}/cases` to find a task's case and
`GET /api/cases/{id}/events` for who changed its facts.
- `server/src/__tests__/case-history-api-discovery.test.ts`: regression
test with the queries from the failed run, and a check on the directive.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/case-history-api-discovery.test.ts` fails on master (2
failures) and passes with this change.
- `cd server && pnpm exec vitest run
src/services/heartbeat/task-markdown.test.ts
src/services/native-runtime/runner-api.test.ts
src/__tests__/openapi-routes.test.ts
src/__tests__/skill-import-discovery.test.ts
src/__tests__/primary-agent-guidance.test.ts`: 2148 tests pass.
- `npx tsc --noEmit -p server` reports no errors in the changed files.
- A live chat eval (`cases.case-history`) runs on a branch with this
commit.

## Risks

- Low risk. The change edits catalog text and chat guidance only. Route
behavior and authorization do not change.
- Search ranking changes for queries that use these words. Case routes
now rank higher for case queries.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 15:06:02 -06:00
DottaandClaude Opus 5.5 1baac27888 feat(server): chat bootstrap reads for instant task opens (#20355)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People open tasks from the task list to see the latest messages and
to reply to an agent
> - Before the task chat shows its first frame, it waits for about ten
separate reads: the issue, recent comments, comment input facts, recent
activity, recent runs, interactions, attachments, live runs and the
active run
> - On a busy instance each read waits for the database, and the slowest
read decides when the chat appears. A cold open takes 1.5–4 s on staging
> - This pull request adds one read that returns all of that data for up
to ten tasks, in the same JSON shapes as the existing endpoints, plus a
single-task form
> - The benefit is that the task list can preload its top tasks, and a
cold open needs one round trip instead of about ten. The UI change is in
the stacked pull request

## Linked Issues or Issue Description

**Problem or motivation**
A task open waits for about ten reads. With the database under load,
these reads queue, and a cold open takes seconds. The list cannot
preload a task cheaply, because each task costs about ten requests.

**Proposed solution**
`GET /api/companies/:companyId/issues/chat-bootstrap?ids=` returns the
first-frame data for up to 10 tasks. `GET
/api/issues/:ref/chat-bootstrap` returns it for one task. Each field
equals the matching single endpoint's JSON exactly.

**Alternatives considered**
- Prefetch the existing endpoints for each list row. For 30 rows this
sends about 210 requests to a database that is already the bottleneck.
- A new projection with different shapes. This would duplicate client
merge logic, and freshness rules could drift.

**Roadmap alignment**
This is part of the task-loading performance plan in #20276. It follows
#20277, #20284 and #20286.

## What Changed

- `packages/shared`:
  - `ISSUE_CHAT_BOOTSTRAP_MAX_IDS` (10).
- `issueChatBootstrapQuerySchema`: UUIDs or identifiers, normalized,
deduplicated and strict.
  - The `IssueChatBootstrap` and `IssueChatBootstrapItem` types.
- New `server/src/services/issue-chat-bootstrap.ts`:
- Resolves the refs inside the company and applies the `issue:read`
decision to each task.
- Reads the tasks with a concurrency of 2, and returns them in request
order.
- `server/src/routes/issues.ts`:
- The core issue read and the recent-comments read are now shared
helpers, so the bootstrap and the single endpoints use the same code.
The core view keeps its Server-Timing header.
  - Adds the batch route and the single-task route.
- Excludes the single-task route from the issue ETag middleware, so a
fetch without validators always gets a 200 with `Cache-Control: private,
no-store`.
- New `server/src/services/issue-run-presence.ts`:
- The live-runs and active-run payload builders, moved from `agents.ts`
without change.
  - The existing routes call them, and their behavior is unchanged.
- `server/src/routes/openapi.ts`: entries for both routes.

## Verification

- `cd server && npx vitest run
src/__tests__/issue-chat-bootstrap-routes.test.ts` passes 17 tests. They
run on embedded Postgres with privacy enforcement on. They cover:
- Each field deep-equals its single endpoint's JSON, for an ordinary
task and for a conversation task.
- The single-task route equals the batch item, by UUID and by
identifier. It is never answered with a 304.
  - Items keep the request order, with UUIDs and identifiers mixed.
- Private, other-company, missing and unknown tasks are omitted, and
none of their data appears. The single-task route returns 404 for them.
- Malformed, extra or repeated parameters return 400. More than 10 ids
also return 400.
  - A task-bridge key gets 403.
- A 10-task request writes nothing: no inserts, updates or deletes, and
no activity-log or comment changes.
- The issue, agent, activity, live-run, cold-open, summaries, ETag and
OpenAPI route suites pass: 56 files, 1,771 tests.
- `cd server && pnpm typecheck` passes.
- Query cost, local embedded Postgres, one 10-task request: about 49 SQL
statements per task, 55–130 ms in total. A test fails if it goes above
60 per task.

## Risks

- **Database load:** the stacked UI preloads up to 30 tasks, about 1,500
statements at idle time. This is the same work as opening those tasks,
but it is done before the person clicks. The work runs in sequential
requests of 10, with 2 tasks at a time. Most of the cost is existing run
decoration. Live runs and the active run decorate the same running run,
so that work runs twice. Sharing it is a follow-up.
- **Stricter access:** live runs and the active run now apply the
`issue:read` policy inside this endpoint. The existing routes keep their
company-only check.
- Hidden tasks are returned, as `GET /issues/:id` returns them.
- No migration and no persisted-state change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, browser automation, file editing, subagents).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 15:05:41 -06:00
DottaandClaude Opus 5.5 653ab8b18f fix(chat): answer "my inbox" from the person's Mine list (#20334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent Chat lets a person ask an agent about their own work, such as
"what in my inbox needs my attention?"
> - Agents find API routes through the agent API catalog, which is built
from the OpenAPI registry
> - The catalog described `GET /api/agents/me/inbox/mine` as the current
agent's assigned items and listed no `userId` parameter. The skill
reference for the route is keyed with `?userId={}`, so it never attached
to the catalog entry
> - A chat agent called the route without `userId`, got 400, and then
answered from an unscoped company task search. It named company work
that is not in the person's inbox and did not link the person's Mine
list
> - This pull request documents the route as the person's Mine list with
a required `userId`, and adds one chat guidance paragraph for inbox
questions
> - The benefit is that inbox answers use the person's own task scope
and link their Mine list

## Linked Issues or Issue Description

**What happened**

A person asked a CEO chat agent: "What in my inbox needs my attention
today?" The agent called `GET /api/agents/me/inbox/mine` without
`userId` and got 400. Then it listed every company task, including an
unrelated agent-created maintenance task. It said the person's inbox was
board-only and did not link the Mine list.

**Expected behavior**

The agent reads the person's Mine list with `GET
/api/agents/me/inbox/mine?userId=<person>`. It answers from those tasks
only, links each task it cites, and links the Mine list at
`/<prefix>/inbox/mine`. If the read fails, it says so and links Mine.

**Steps to reproduce**

1. As a board user, participate in some tasks. Let an agent create an
unrelated task in the same company.
2. In Agent Chat with the CEO, ask "What in my inbox needs my attention
today?"
3. The agent calls the Mine route without `userId` (400) and lists all
company tasks.

## What Changed

- `server/src/routes/openapi.ts`: `GET /api/agents/me/inbox/mine` now
has a summary and description that say it is a person's Mine list, not
the agent's own queue. It documents the required `userId` query
parameter and the optional `status` parameter, and the 400 response.
- `server/src/services/agent-conversations.ts`: one chat guidance
paragraph. For inbox questions, read the Mine route with the
`authorUserId` of the person's message, answer from those tasks only,
and link `[Mine](/<prefix>/inbox/mine)` (it opens the Mine view in every
layout). If the read fails, say so and link Mine.
- Regression tests in `openapi-routes.test.ts` and
`agent-conversations.test.ts`.

## Verification

- `npx vitest run src/__tests__/openapi-routes.test.ts
src/__tests__/agent-conversations.test.ts
src/__tests__/heartbeat-list.test.ts` (in `server/`): 107 passed. The
two new tests fail without the source change.
- `npx vitest run src/services/native-runtime/runner-api.test.ts`: 2075
passed.
- Live chat eval `inbox-search.show-my-work` on the eval candidate with
this commit: see the comment below for the run result.

## Risks

- Low risk. The change is catalog text, one query schema in the OpenAPI
document, and one chat guidance paragraph. The route behavior does not
change.
- The chat prompt grows by about 500 characters.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 14:54:24 -06:00
DottaandClaude Opus 5.5 16e9157577 fix(api): publish agent-grant access operations as board_or_agent in the API catalog (#20349)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents read the API catalog (`server/src/routes/openapi.ts`) to
decide which operations they may call. The `x-paperclip-authorization`
actor tells them who performs each operation.
> - The invite, join-request and member-list routes admit agents that
hold the matching company grant (`users:invite`, `joins:approve`,
`users:manage_permissions`).
> - The catalog still listed these operations as board-only.
> - In a chat eval, a CEO agent with `users:invite` read `actor:
"board"` on `POST /invites`, treated it as a final boundary, and told
the person it could not invite anyone.
> - This pull request publishes those operations as `board_or_agent` and
names the grant each needs. It also names the Members page on member
edits, which stay board-only.
> - The benefit is that a granted agent uses the permission the board
gave it, and agents without the grant still get a 403.

## Linked Issues or Issue Description

**What happened?**

A board granted the CEO agent `users:invite` with `PATCH
/api/agents/:id/permission-grants`. The person asked in chat: "Invite
alex@example.test to join this company." The agent searched the API
catalog. It found `POST /api/companies/{companyId}/invites` with
`x-paperclip-authorization: { actor: "board" }`. It concluded that
invites are board-only and did not try the call. The route itself
accepts agents with `users:invite`.

**Expected behavior**

The catalog shows `board_or_agent` for operations whose route accepts an
agent with a company grant. The description names the grant. The agent
creates the invite and returns the join link.

**Steps to reproduce**

1. Grant an agent `users:invite`.
2. Read `GET /api/openapi.json` and find `POST
/api/companies/{companyId}/invites`.
3. See `x-paperclip-authorization: { actor: "board" }`, although
`assertCompanyPermission` admits the agent.

**Paperclip version or commit**

Master at the merge base of this branch.

**Deployment mode**

Any. Found in the runner full-stack chat eval `access.invite-teammate`.

## What Changed

- Remove six operations from `BOARD_ONLY_OPERATIONS`: `POST`/`GET
/companies/{companyId}/invites`, `GET /join-requests`, `POST
/join-requests/{requestId}/approve` and `/reject`, and `GET /members`.
Their routes use `assertCompanyPermission`, which admits agents with the
grant.
- Add descriptions that name the grant for each operation. The invite
description also says it returns a shareable `inviteUrl` (no email
field), and that membership starts only after acceptance.
- Member edits (`PATCH /members/{memberId}`, `/role-and-grants`,
`/permissions` and `POST /archive`) stay board-only. The route guard
requires board access, and a test keeps the catalog in line with that
guard.
- Describe those member edits as board-only even for agents holding
`users:manage_permissions`, and name the Members page
(`/<prefix>/company/settings/members`) where a person makes the change.
The member list description says the same. An agent then links the page
instead of searching for an agent route.
- Add a regression test in `openapi-routes.test.ts`.

## Verification

- `cd server && node ../node_modules/vitest/vitest.mjs run --config
vitest.config.ts src/__tests__/openapi-routes.test.ts` — 43 passed. The
new test also checks that the Members page is named. With master's
`openapi.ts`, the new test fails (`expected { actor: 'board' } to deeply
equal { actor: 'board_or_agent' }`).
- `src/services/native-runtime/runner-api.test.ts` — 2075 passed.

## Risks

- Low risk. This changes catalog metadata only. Route guards do not
change. An agent without the grant still gets 403.
- Agents with these grants will now attempt these operations instead of
stopping. That is the intended behavior of the grant.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 13:52:43 -06:00
DottaandClaude Opus 5.5 4a349ea447 fix(chat): tell agents that instruction saves keep no history (#20328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat agents can read and edit other agents' instruction files with
dedicated tools
> - #14420 changed instruction saves: Paperclip now keeps only the
current file and records no revision history
> - The agent-facing descriptions still describe a "canonical
instruction revision" history
> - In a live eval, a chat agent asked to undo an instruction change
found an empty history, read it as a test artifact, guessed the earlier
text from the current file's wording, wrote it, and reported a restore
> - This pull request tells agents the real contract in chat guidance
and in the tool and API descriptions
> - The benefit is that an undo with no saved version leaves the
instructions alone and asks the person, instead of inventing an earlier
version

## Linked Issues or Issue Description

Refs #14420
Refs #19515 (open: would list save records from the activity log. Those
records hold no content, so they still cannot restore earlier text)

**What happened**

A person asked a chat agent: "Undo Morgan's last instruction change."
Morgan's history was empty, because saves do not record revisions. The
agent's reasoning said the history "is only populated with canonical
revisions" and that there was "no revision tracking in this e2e
harness". The agent then removed the last line of AGENTS.md and replied
"Undone. Morgan's AGENTS.md is back to …". No saved source had the
earlier text, so the agent guessed it.

**Expected behavior**

When there is no saved earlier version, the agent leaves the
instructions unchanged. It says plainly that no earlier version was
saved, and it asks the person for the text they want or which part to
remove.

**Steps to reproduce**

1. Create an agent with an AGENTS.md file. Edit the file once through
`PUT /api/agents/{id}/instructions-bundle/file`.
2. `GET /api/agents/{id}/instructions-bundle/history?path=AGENTS.md`
returns `{"revisions":[]}`.
3. Ask a chat agent to undo the agent's last instruction change. The
agent rewrites the file from a guess.

## What Changed

- `AGENT_CHAT_DIRECTIVE` now says three things:
  - Saves keep only the current instruction files.
  - An empty history means no earlier text is retained.
- An undo with no listed revision must leave the file unchanged, say
that no earlier version was saved, and ask for the wanted text.
- The `get_agent_instruction_history` contract now says that it lists
only pre-upgrade revisions, and that an empty list means Paperclip
retains no earlier version.
- The `restore_agent_instructions` contract now says that only listed
pre-upgrade revisions can be restored.
- The OpenAPI summary for `GET
/api/agents/{id}/instructions-bundle/history` says the same.
- The semantic tool contracts, the protocol manifest and the seeded eval
catalog hash are regenerated.
- Regression tests check the new guidance and both live tool contracts.

## Verification

- `pnpm exec vitest run server/src/__tests__/agent-conversations.test.ts
server/src/__tests__/board-access-denial.test.ts
server/src/__tests__/codex-local-execute.test.ts
server/src/__tests__/runner-api.test.ts` passes.
- In `packages/paperclip-runner`, `pnpm exec vitest run
src/semantic-tools/paperclip-semantic-tools.test.ts src/catalog
src/evals/native-execution.test.ts` passes.
- `node scripts/generate-semantic-contracts.mjs --check`,
`generate-protocol-manifest.mjs --check` and
`generate-replay-goldens.mjs --check` pass.
- `tsc --noEmit` passes for `server` and `packages/paperclip-runner`.
- The live result is the chat eval `agents.restore-instructions`, run
with this change cherry-picked: run 42666621831 passed. The agent
replied that Morgan's history is empty and no earlier version exists. It
left AGENTS.md unchanged and asked for the exact text or the line to
remove. Run 42660236086, without this change, failed: the agent guessed
and rewrote the file.

## Risks

- Low risk. Only agent-facing text changes, and no behavior changes.
- The runner semantic catalog hash changes. This is the same kind of
change as #19983.
- If #19515 lands, history lists save records without content. The
guidance wording must then say that listed saves without content cannot
be restored. Whichever PR merges second must reconcile the two texts.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 12:23:12 -06:00
Dotta a3e7e63330 Guard Native recovery with process-space proof and explicit containment (#19813)
## Thinking Path

> - Paperclip manages agents and their work.
> - Recovery must preserve execution ownership and accepted results.
> - A saved PID proves nothing outside its recorded process namespace.
> - Uncertain unfinished work must stay held until its original owners
stop.
> - Operators need a source-bound containment action and a separate
ordinary Retry.
> - Accepted results must use the existing finalizer without another
provider turn.
> - This PR keeps those paths safe, recoverable, and quiet between real
obligations.

## Linked Issues or Issue Description

Refs: #19713

Refs: #19591

Recovery could use a local PID to release or replace a controller from
another process namespace. Connected-chat Retry also rejected successful
containment on a task in `todo`. The new containment action used a
broader permission than the existing owner-stop action. A later review
found that result-less guards also rejected the existing accepted-result
confirmation action.

## What Changed

- Record and verify the controller's kernel/PID namespace. Keep unknown
and foreign unfinished ownership held. Preserve independent durable stop
evidence and the existing remote lease fences.
- Use the shared accepted-result ownership reconciler. Bind settlement
to the observed lease token, generation, boot, PID, namespace and
process birth. Retain finalizer, cleanup, current-controller, live-owner
and remote exclusions.
- Share the remote-owner reader across recovery consumers. Scope runner
leases to the same company, task and run. Do not make local PID probes
for remote accepted-result ownership.
- Gate original-host containment on `runtime:confirm_owner_stop`. Bind
it to the current task, source, assignee, original expiry, lease and
Stop state. Audit separate controller/provider containment and reviewed
action outcomes.
- Keep containment separate from ordinary Retry. Use one canonical
committed receipt and the normal admission, budget, workspace and
lineage checks. Preserve the recorded external-action outcomes.
- Keep the controller-only confirmation actionable for both result-less
work and accepted results. Result-less work gets its next source-bound
attention in the same transaction. Accepted results keep their original
result and use normal shared settlement/finalization.
- Keep identity inspection quiet. Preserve the original foreign-owner
expiry and use the existing scoped finalizer in accepted-result recovery
controls.
- Update the recovery card, validators, execution projection, docs and
access maps. Reuse existing canonical columns; add no migration or
ownership backfill.

## Verification

Current publication head: `71ea76b568de09d6313d8992e803131d9d5c54f3`.

**The current fix has a causal red/green check.** On the test-only
revision, both foreign-local stopped/fenced controller cases failed
because recovery probed saved runner, process-group and provider PIDs in
this host's namespace. This measured the wrong probes; it did not run
duplicate providers. After the fix, the same two cases passed every
no-probe, no-claim, no-controller-stamp, no-stop-receipt and
unchanged-authority assertion. Three existing remote preparation, grace
and fenced-controller progress cases also passed. Total: **5 passed, 0
failed;170 filtered rows excluded**. All three normal affected App
TypeScript programs passed on this head (660,681 and428 roots).

The fix separates a controller wait from execution stop proof.
Independent live/grace evidence still schedules recovery. A
stopped/fenced foreign controller can pass this namespace guard only for
remote execution, which keeps its later checkpoint and never-launched
checks. Foreign local execution stays held before runner or provider PID
inspection.

Earlier source-scoped results remain evidence, not fresh executions on
the current head:

- On `c86dd741`, the complete failed-owner file passed **25/25**, with
no skips or filters. Empty scans wrote no controller stamps. Foreign
ownership kept its original expiry. Normal returned-claim settlement and
attention at the exact deadline passed.
- On `c86dd741`, **15 selected accepted-result/restart controls
passed**. The81 filtered rows are excluded. Both completion cases used
the existing scoped finalizer and kept their accepted result without
another provider turn.
- Trusted CI at synthetic merge `50d072a5` (actual master `1b7fe334`
plus `c86dd741`) passed the complete **17-case maintenance-server
file**. This includes the original90-real-second quiet observation and
two qualified hourly windows. The quiet case took118,918ms. The four
jobs that failed on the earlier publication all passed on that synthetic
merge.
- On `6243b32c`, the complete ownership-report file passed **29/29**.
Native NULL namespace stayed unprovable and generic compatibility
remained. Three selected recovery controls passed;170 filtered rows are
excluded.
- On `f81f2c3c`,356 business cases passed: whole ownership-route221,
recoveryUI70, owner-proof38 and controller-confirmation8; selected
accepted-result authority18; and one real connected-chat containment,
separate authorized Retry, useful Native result and downstream reply
case. The2,024 filtered rows are excluded. A separate earlier
accepted-result causal case kept the original result and completed after
restart without replay.

Normal Shared exports, App programs, UI typecheck, token gates and map
checks passed on their recorded revisions. Unchanged DB, adapter, Eval
and Runner inputs/outputs have explicit carry proofs. The clean normal
merge with fetched master `8fe524f7` preserves all31 exclusive owned
paths and14,827 unrelated master entries. The nine overlapping paths
were reviewed, including the upstream unidentified-run stop action.
Fresh CI must validate that actual merge composition.

PG cases used existing external PG17, fresh owned databases, pools at
most4, one worker and no SQL observer during cases. Registered clients
and recorded process groups closed. Independent final SQL audits found
zero campaign sessions before normal database cleanup. Original failing
fixtures remain retained.

Original failures are preserved. One new test first failed compilation
due to a missing getter import; an import-only correction passed its
full owning programs before the causal red/green check. A local quiet
attempt stopped in the normal prerequisite hook before any business case
and its collector rejected two normal build markers. The later17-case CI
pass establishes quiet recovery; it does not turn that failed local
collector into a pass. An earlier useful case passed before its private
cleanup collector failed on an owned read-only directory; normal cleanup
completed after all owners closed. Earlier runner-shutdown cancellation
and a separate private whole-suite failure remain unexplained.

Current-head checks are complete:57 success,1 neutral and3 skipped,
including the successful aggregate CI gate. The legacy status passed.
Greptile is5/5 and Ponytail gives an explicit5/5 Ship verdict for this
head. All seven review threads are resolved. Full recursive typecheck,
the full test suite and release build were not repeated locally. No
result here proves deployed suspension, a live provider or termination
on another host.

## Risks

- Unknown physical ownership can require an owner/admin action. A false
containment statement can be unsafe.
- New work, reassignment, Stop, renewed authority, accepted results or
pending cleanup can invalidate an action. The operator must refresh.
- Controller confirmation does not prove provider/tool containment.
Completed external actions must not be replayed.
- Generic legacy and child-process compatibility remains separate from
the strict Native controller policy.
- Existing saved state and canonical schema are preserved. Permanent
safety refusals remain held with their normal named recovery path.

## Model Used

OpenAI `gpt-6.1-sol` agents implemented and tested the changes with
reasoning, repository tools and code execution. A GPT-6-based Codex
managing agent reviewed and integrated them. The host does not expose
the manager's exact build or the context-window sizes.

## 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 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
2026-11-09 12:06:11 -06:00
DottaandClaude Opus 5.5 365c771030 fix(chat): give project and workspace tool results their page links (#20324)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People ask a chat agent to take them to a project or to the files of
a task
> - The agent finds the right project or workspace, but it cannot link
the page
> - The `list_projects` and `list_workspaces` tool results have no page
route, and the chat link guidance names no project or workspace format
> - The agent then writes a bare path or a shortened directory that the
person cannot open
> - This pull request adds the page `href` to these tool results and
adds the project link format to the chat guidance
> - The benefit is that chat replies give a clickable link to the real
project or workspace page

## Linked Issues or Issue Description

**What happened**
In chat, a person asked "Take me to the Launch project and show its open
tasks." The agent found the project. Its reasoning said "There's no
project page route documented explicitly". The reply wrote the project
as a bare path `/COM/projects/<id>`, which is not clickable. In a second
chat, a person asked where the files of a task are. The agent named the
correct workspace but gave a shortened directory and no link.

**Expected behavior**
The reply links the project page (`/<prefix>/projects/<id>`) and the
task's workspace page (`/<prefix>/execution-workspaces/<id>`) as
Markdown links, so the person can open them.

**Steps to reproduce**
1. Create a company with a project and a task that has a saved execution
workspace. Enable isolated workspaces.
2. In chat, ask the agent to take you to the project, or to say where
the task's files are.
3. Look at the reply. It has no project or workspace link.

Related: Refs #17985 (an earlier open PR that adds project and goal link
wording for newly created projects only). This PR covers project
discovery and workspaces and adds tool-result hrefs.

## What Changed

- `list_projects` rows now carry `href: /<prefix>/projects/<id>`. Both
the native runner tool authority and the MCP project-tools route pass
the company prefix.
- `get_workspace` and `list_workspaces` now carry `href:
/<prefix>/execution-workspaces/<id>`, only while isolated workspaces are
enabled. The workspace route redirects to the dashboard when the feature
is off, so no href is offered then.
- The chat link guidance (`AGENT_CHAT_DIRECTIVE`) adds the project link
format. It tells the agent to link a returned `href`, and to name a
workspace that has no `href` instead of linking it.
- Regression tests: guidance text against the registered UI route,
`callProjectTool` href, and an embedded-Postgres authority test for
project hrefs and the workspace flag on/off.

## Verification

- Red then green: the three new tests fail on `origin/master` source and
pass with this change.
- `npx vitest run` in `server/` for: `agent-conversations`,
`task-workspace-api`, `project-tools-pagination`,
`task-workspace-tools`, `chat-project-tools`, `dot-runner`,
`heartbeat-list` (prompt-size limits), `task-markdown`,
`muse-native-visibility`, `paperclip-runner-tool-authority`,
`runner-api`, `codex-local-execute`, `board-access-denial`. All pass.
- `npx tsc --noEmit -p server` passes.
- Live chat eval: see the comment on this PR for the paid runner E2E run
of `navigation-preferences.find-project-view` and
`workspaces.locate-files` with this change.

## Risks

- Low risk. The change adds one optional field to read-only tool
results. The output schemas allow extra fields.
- The guidance grows by two sentences. The prompt-size test in
`heartbeat-list.test.ts` passes.
- `list_projects` and the workspace tools now do one extra small read
(company prefix, and the instance experimental settings for workspaces).

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), agentic coding with
tool use and code execution.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 11:52:44 -06:00
DottaandClaude Opus 5.5 8fe524f796 fix(issues): let the board confirm an unidentified run stopped instead of an endless Retry wait (#20310)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before a new attempt can start on a task, Paperclip must prove the
previous run's agent stopped, so two agents never work the same task at
once
> - A local native run can be interrupted after it asked to start the
runner but before it recorded the runner's process. The runner may have
saved state and started a provider, and provider processes can outlive
it, so the existing check (#19694) rightly refuses to assume the run
stopped
> - Today that case has no way out: every Retry is accepted and then
waits forever as `process_identity_missing` (storage chaos ST1, t02/t03)
> - This pull request makes the wait explicit and actionable. The task
explains why it waits, and a board operator who has checked can confirm
the run stopped; the parked Retry then starts at the click
> - A second shape from the Daytona storage baseline (t06) parked a
Retry with no reason at all: a follow-up was interrupted by a graceful
shutdown while it was still restoring its workspace. No provider ran,
but the restore hold kept the same agent held, so the Retry never
started
> - The benefit is that no Retry stays accepted-and-waiting with nothing
anyone can do

## Linked Issues or Issue Description

Refs #19831. Storage chaos wave `w-20261109T145628-s9902` (ST1), tasks
t02 and t03.

**What happened (CHA-3, run `3c3f6241`):**
- The run requested a runner launch (`native.process_start_requested`),
and a K2 restart hit before its process identity was recorded.
- After the restart, the resumed attempt failed on the storage outage.
The task was blocked.
- The board's Retry (202) was parked as `executionWait.reason =
process_identity_missing`: "The previous run has no verified stop
record."
- `recordUnidentifiedLocalRunnerStop` cannot prove the stop because this
run's runner saved control-plane state. Once that exists, a provider may
have started (#19694), and a provider is not guaranteed to carry
`--run-id` or `PAPERCLIP_RUN_ID` (the Codex provider env omits it on
purpose). The shared owner prover needs a PID, which the run never
recorded.
- Nothing could ever clear the wait.

**Daytona storage baseline `w-20261109T154810-s9911`, task t06:**
- The run succeeded. The follow-up was cancelled
(`continuation_task_ownership_changed`), and the next run was
interrupted by a graceful shutdown (`server_shutdown_interrupted`) 3 s
into `preparing`. It was restoring the saved remote workspace and had
launched no provider.
- Restore recovery saved the files (`workspaceRecovery.status:
recovered`, system recovery `complete`). But the
`legacy_execution_requires_reconciliation` restore hold releases only
for a different owner, or for a native Stop fenced before any provider
turn, so it kept the same agent held.
- The UI Retry returned 202 and parked with `executionWait.reason:
execution_recovery`, the generic wait, so the task showed a Retry that
never started.

Automatic proof needs the runner to record its identity before saving
state and to group provider processes under it. That is follow-up runner
work; this PR removes the endless wait now.

## What Changed

- `server/src/services/native-local-process-stop.ts`: new
`confirmUnidentifiedLocalRunnerStopped`. It accepts only a finished
native run of the task with no recorded process and whose latest launch
evidence is an unconfirmed launch on this host in a local environment.
It still refuses while a runner with `--run-id <run>` is running. It
records `native.local_process_stopped` with `basis: "operator_attested"`
and the attesting user. That is the receipt the existing continuation
gate already accepts.
- `server/src/routes/issues.ts`: `POST
/issues/:id/recovery-actions/confirm-run-stopped` (`runId`,
`stopEvidence` of 20 to 12,000 characters). It is board-only and
requires issue read plus `runtime:confirm_owner_stop`, like the other
stop attestations. It logs `issue.run_stop_confirmed` with the evidence,
promotes deferred intents for the issue, and resumes each parked task
Retry, so work starts at the click. Refusals return 409 with a code.
- `packages/shared`: `confirmRunStoppedSchema`, and the presentation
user action `confirm_run_stopped`.
- `server/src/services/task-interruption-presentation.ts`: a Retry
parked as `process_identity_missing` for a native run that recorded no
process now presents as waiting for the user (`canRetry: false`,
`userAction: "confirm_run_stopped"`), with a message explaining why and
who can act. A run with a recorded process keeps the existing
verification wait.
- UI:
- `ExecutionBlockerNotice` shows the explanation and, for users who can
confirm a stop, "Confirm it stopped" with a short evidence form.
- It reuses `PreviousServerStopConfirmation`, now with optional
`action`, explicit `runId` and `formId`, and a custom button label.
  - The Inbox names the action.

- `server/src/services/execution-blocker.ts`:
`interruptedPreparationBeforeProviderWorkCondition`. The restore hold
also releases for the same agent when the stopped run was a
system-interrupted preparation (legacy runtime never resolved, still
`preparing`) with no process identity, no runner or provider events, no
finalization or result, and every lease released with a confirmed stop.
It mirrors the existing interrupted-preparation proof and still requires
the completed workspace-recovery receipt. Auto-replay is unchanged; this
only lets the user's Retry or message start.
- Review fixes:
- `unidentifiedLocalLaunchRefusal` holds the endpoint's launch, host and
lease checks, and the presentation offers `confirm_run_stopped` only
when it passes.
  - The attested stop wakes cost accounting in the same transaction.
  - The confirmation form is keyed by task and run.
  - The route is registered in OpenAPI.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-confirm-run-stopped-routes.test.ts`:
- The parked Retry presents `confirm_run_stopped` with the explanation.
- Confirming records the operator-attested stop and the activity entry,
satisfies the stop check, and resumes the parked Retry: its receipt is
coalesced into a newly started run.
  - It refuses with 409 while a runner for the run is running.
  - Agents and viewers get 403.
-
`ui/src/components/ExecutionBlockerNotice.confirm-run-stopped.test.tsx`:
the notice offers "Confirm it stopped" (and no dead Retry) and posts the
run and evidence. A viewer sees the explanation without the action.

- `server/src/__tests__/interrupted-preparation-restore-retry.test.ts`
(t06 shape):
  - The restore hold no longer blocks.
- A Retry is accepted and resumed into a started run, and the audit hold
keeps `replay: blocked`.
- The hold stays when a provider turn started, when a runner event was
recorded, when an operator stopped the run, or when the sandbox has no
stop receipt.
- `issue-confirm-run-stopped-routes.test.ts`:
- A case per refusal code checks the presentation keeps the generic wait
and the endpoint returns 409.
  - An `alreadyStopped` case.
  - An accounting-wake assertion.
- The UI test switches targets with stale evidence.

Regression and static checks:
- `ExecutionBlockerNotice`, `WorkspaceExportRecovery` and its control
tests: 74 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
`pnpm check:token-gates` is clean.

## Risks

- A board operator can now attest that an unidentified run stopped. The
attestation is permission-gated, requires written evidence, is
activity-logged, and is refused while a runner for the run is visibly
running. A wrong attestation could start a second agent beside an
orphaned provider, the same trust model as the existing previous-server
attestations.
- The confirmation component now accepts a run without a recovery
action. Existing callers pass the action as before.
- No schema migration.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 11:36:41 -06:00
DottaandPaperclip ff2d463eed feat(cli): manage agent grants and keep remote login on the public origin (#20323)
## Thinking Path

> - Paperclip lets people control their AI agents and permissions.
> - Remote operators need a browser-approved CLI login.
> - Proxies can send that login's approval link to an internal host.
> - Human member commands cannot grant an agent an explicit permission
such as commentary:view.
> - This change keeps approval on the canonical public origin and adds
Board-only single-grant commands.
> - The API checks company access and permission-management authority
and records each change.
> - An operator can sign in, grant one agent permission, and preserve
the agent's other grants.

## Linked Issues or Issue Description

**What happened?**

A proxied CLI login returned an approval URL on the upstream host. The
signed-in browser was on the public host. The CLI also had no command to
add an arbitrary explicit agent grant: member commands manage human
members, while agent permissions:update exposes fixed configuration
fields.

**Expected behavior**

Approval uses the configured canonical public origin. A Board operator
with users:manage_permissions can grant or revoke one explicit agent
permission without replacing other grants or activating an inactive
membership.

**Steps to reproduce**

Configure a public auth origin. Create a CLI challenge through a proxy
that replaces forwarded-host headers. Inspect the approval URL. Then try
to grant commentary:view to an agent through the CLI.

## What Changed

- Use the existing public-origin resolver for CLI approval URLs.
- Add agent permission:grant and permission:revoke commands.
- Add PATCH /api/agents/{id}/permission-grants with strict shared
validation and Board-only OpenAPI metadata.
- Serialize each mutation on the agent row. Preserve unrelated grants
and membership state. Commit the grant and its activity record together
and publish activity after commit.
- Document remote login and single-grant management.

## Verification

- The new approval-link regression failed before the fix and passes
after it.
- All 25 CLI auth route tests pass.
- All 72 affected CLI, login and OpenAPI tests pass.
- All 5 PostgreSQL grant tests pass, including actual commentary reads
(403 before grant, 200 after grant, 403 after revoke), preservation,
audit attribution, concurrent additions, invalid inputs, inactive or
missing membership, agent self-grants, cross-company denial, and
rollback on audit failure.
- Shared and CLI typechecks and server declaration-layer checks pass.
- pnpm verify requests broad CI coverage because doc/CLI.md is a global
verification input. Greptile reviewed final head
338c58fb24 at 5/5 with no findings. All 58
non-skipped checks pass on that head. CI run:
https://github.com/paperclipai/paperclip/actions/runs/42663640985. Live
target acceptance is in progress.

## Risks

This adds an explicit permission-management API. It requires Board
authentication, company access, and users:manage_permissions.
Foreign-company agents return 404. Granting a key intentionally makes
that key unscoped in its company; revocation removes that key. Other
keys and agent configuration remain unchanged. Inactive memberships and
unapproved or terminated agents cannot gain grants. No schema change is
needed. Revert this change to remove the new management surface;
existing grants retain their normal authorization rules.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code editing, shell tools,
and browser testing. The runtime does not expose a more specific model
ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 11:35:52 -06:00
DottaandClaude Opus 5.5 ef2b8d5324 fix(issues): make every Retry start work or say why (#20283)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a task's run fails, the board recovers it with a Retry button,
so that button must either start work or say why it did not
> - An audit of every Retry-type button found three gaps. The task Retry
shown during a scheduled retry's countdown returned "accepted" but
changed nothing. A stale Retry looked like success in the Inbox. "Retry
now" skipped the task's read and change checks, so a member who cannot
see a private task could start its retry
> - This pull request makes the task Retry start a scheduled retry
immediately, makes every Retry that did not start work say why, and
gives "Retry now" the same authorization as the task Retry
> - The benefit is that no Retry click silently does nothing

## Linked Issues or Issue Description

Refs #19831. The board reported a dead Retry button. A read-only audit
of every Retry button confirmed:
- **Task Retry during a scheduled retry was a no-op.**
`TaskInterruptionPresentation.canRetry` is true in `retry_scheduled`, so
`ExecutionBlockerNotice` shows Retry. `requestTaskRetry` treats
`scheduled_retry` as busy and inserts a `coalesced` wake pointing at
that run. `resumeTaskRetry` reads only `deferred_issue_execution`, and
dispatch uses coalesced user wakes only to carry comments. Nothing
promoted the run: the API answered 202 `accepted: true` and the
countdown did not change.
- **A stale Retry looked like success.** `accepted: false, stale: true`
comes back as HTTP 200. The Inbox ignored `accepted` and opened the task
as if work had started. The task page showed no reason.
- **"Retry now" checked less than the task Retry.** It ran only
`assertBoard` and `getAccessibleResource`, skipping
`assertIssueReadAllowed` and `issue:mutate`. A company member who cannot
read a private task could promote that task's scheduled retry.
- **"Retry now" said nothing for some outcomes.** It toasted only
`promoted` and `gate_suppressed`.

## What Changed

- `server/src/services/task-retry.ts`: when the Retry coalesces into the
task's latest run and that run is `scheduled_retry` (with no other Retry
already active), the receipt returns `scheduledRetryRunId`.
- `server/src/routes/issues.ts`:
- `POST /issues/:id/retry` then promotes that run through the existing
`retryScheduledRetryNow`, the same path "Retry now" uses. It logs
`issue.scheduled_retry_retry_now` with `source: "task_retry"` and
returns `scheduledRetry: { outcome, message }`.
- `POST /issues/:id/scheduled-retry/retry-now` now runs
`assertIssueReadAllowed` and `decideIssueAccess("issue:mutate")`,
matching `/retry`. A private task the member cannot read now answers
404.
- `ui/src/hooks/useTaskRetry.ts`: new `taskRetryNotStartedReason`. When
a Retry did not start work (stale, or a scheduled retry that is
gate-suppressed, waiting, or gone), the hook returns that reason as its
error. `ExecutionBlockerNotice` and `StalledDependencyNotice` already
display it.
- `ui/src/pages/Inbox.tsx`: a task Retry that did not start work shows
the reason in the error toast and does not navigate.
- `ui/src/hooks/useRetryNowMutation.ts` and
`IssueScheduledRetryCard.tsx`: every "Retry now" outcome now shows its
headline and message, including `no_scheduled_retry` on the card.
- `ui/src/api/issues.ts`: `retryTask`'s response type includes
`scheduledRetry`.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-scheduled-retry-routes.test.ts`:
- "starts a scheduled retry now when the task Retry is clicked during
its countdown": 202 with `scheduledRetry.outcome: "promoted"`, the same
run becomes `queued`, and no second retry run is created.
- "refuses Retry now on a private task the member cannot see, like the
task Retry": on master "Retry now" answers 200 `promoted`; now both
routes answer 404 and the run stays `scheduled_retry`.
- The seed now adds the board user's membership, which the stricter
route needs. All 33 tests pass.
- `ui/src/hooks/useTaskRetry.test.tsx`: a replaced attempt, a gate-held
scheduled retry and a waiting scheduled retry each show their reason; a
promoted one shows nothing extra.
- `ui/src/pages/Inbox.test.tsx`: an Inbox Retry that did not start work
(stale, or gate-held) toasts the reason and does not navigate.
- `ui/src/components/IssueScheduledRetryCard.test.tsx`: "explains when
there was no scheduled retry left to start".

Other Retry buttons: the chat failed-run Retry already reports stopped
and failed retries (`agents.test.ts`). Agent lifecycle "Retry now" and
cost "Retry accounting" start no task work and already surface their API
errors.

Regression and static checks:
- UI: 7 files, 168 passed. Server: task-retry and scheduled-retry
suites, 149 passed. `issue-agent-mutation-ownership-routes.test.ts`
passed.
- `maintenance-server-routes.test.ts` "assembled maintenance server
production wiring" fails identically on master on this Mac
(`ensure-build-deps`).
- `tsc --noEmit` passes for `server` and `ui/src`. `pnpm
check:token-gates` is clean.

## Risks

- A task Retry during a scheduled retry now starts the run immediately,
through the existing "Retry now" promotion gates (pause, budget, cleanup
waits). A gate that holds it is reported, not bypassed.
- "Retry now" is stricter: a member without read or change access to the
task gets 404 or 403, as on `/retry`.
- No schema change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:25:21 -06:00
DottaandClaude Opus 5.5 d10c6e0e8b fix(chat): hold a chat message at the agent's daily limit instead of dropping it (#20292)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat sends each person's message to the conversation agent
through a durable outbox (`deliverConversationComments`). The outbox
keys each wake receipt as `conversation-comment:<commentId>`.
> - The outbox treats any receipt with that key as delivered. Queue
admission writes a `skipped` receipt when the agent reached its daily
run or cost limit.
> - So a chat message sent after the agent used its daily allowance was
consumed silently. No run started, the chat showed nothing, and nothing
resumed it.
> - A person's message must never be silently dropped. The daily limit
is an operator control, so the message must wait honestly, not bypass
the limit.
> - This pull request makes the outbox hold the message at the daily
limit, like it already does for a paused agent, and resume it when the
limit resets.
> - The benefit is that a chat message at the daily limit is saved,
shown with its reason, and sent automatically at 00:00 UTC.

## Linked Issues or Issue Description

No public issue exists. Inline bug report:

**What happened**

In a chat eval, the conversation agent (CEO) had `maxDailyRuns: 3`.
After three chat turns and a separate failed-model phase on another
agent, the person sent a fourth message. The comment was saved (POST
201), but no CEO run started. The conversation stayed `active` with no
`executionRunId`. The ownership reconciler later reported
`I7_visible_next_action`. The server log shows no wake error. Queue
admission had written a `skipped` receipt (`heartbeat.daily_run_limit`)
under the outbox key, so the outbox counted the message as delivered.

**Expected behavior**

A chat message that reaches the agent's daily limit is not consumed. It
stays saved, the chat shows why it waits, and it is sent automatically
when the limit resets. The daily limit still applies: the message does
not start a run early.

**Steps to reproduce**

1. Set a conversation agent's `runtimeConfig.heartbeat.maxDailyRuns` to
N.
2. Send N chat messages and let each turn finish.
3. Send one more chat message.
4. See that no run starts, the chat shows no waiting state, and the
message is never answered (a `skipped` wake receipt with reason
`heartbeat.daily_run_limit` exists for `conversation-comment:<id>`).

## What Changed

- `server/src/services/agent-conversations.ts`: add
`conversationDeliveryHold`, which applies the same daily run/cost limit
check as queue admission. The outbox returns `deferred` at the limit and
writes no receipt, so the message stays owed. It reports the next UTC
day start through a new optional `onDeferredDeadline` option.
- `server/src/services/recovery/service.ts`: stranded-work recovery
passes its `onDeferredDeadline` to the outbox, so the held message is
retried when the limit resets.
- `server/src/services/heartbeat/queue.ts`: if the limit is reached
while an outbox wake is in admission (a race), admission throws a 409
with `reason: heartbeat.daily_*` for `conversation-comment:` keys
instead of writing a `skipped` receipt. The outbox already maps a
matching 409 to `deferred`. Other wakes keep the current skip behavior.
- `server/src/routes/issues.ts` (`GET /issues/:id/queued-comments`):
when a chat has no queue receipt but has messages held by the daily
limit, return them as a `deferred` queue with `executionWait` (reason
and message). Edit, send and discard stay off because the outbox owns
delivery.
- `ui/src/components/task-chat/TaskChatQueuedMessages.tsx`: show the
`executionWait` message for such an outbox-held queue (no queue id and
no target run). Receipt-backed queues keep the current behavior and do
not duplicate the task status.
- Tests: three real-database tests in
`agent-conversation-delivery.test.ts` (hold and resume after the limit
resets, recovery deadline, and a limit reached during real
`heartbeatService.wakeup` admission) and one UI test.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/agent-conversation-delivery.test.ts`: 10 passed. Without
the source change, the three new tests fail (`expected 'delivered' to be
'deferred'`; the real queue path writes the skipped receipt).
- `cd server && pnpm exec vitest run
src/__tests__/issue-recovery-conversations.test.ts
src/__tests__/agent-conversations.test.ts
src/__tests__/heartbeat-undispatched-execution-wait.test.ts
src/services/heartbeat/queue.test.ts
src/__tests__/agent-chat-messages.test.ts`: 215 passed.
- `cd ui && pnpm exec vitest run
src/components/task-chat/TaskChatQueuedMessages.test.tsx`: 36 passed.
- `pnpm exec tsc --noEmit -p server/tsconfig.json`: clean. `node
scripts/check-token-gates.mjs`: clean.
- Manual: give a chat agent `maxDailyRuns: 1`, send two messages. The
second message shows in the queued messages bar with "<agent> reached
its daily run limit. Your message is saved and sends automatically when
the limit resets at 00:00 UTC."

## Risks

- Behavior change for chat only: a chat message at the daily limit now
waits in the outbox instead of being consumed. It is sent after 00:00
UTC. If an operator raises the limit, the message is sent on the next
recovery pass for that chat; the UI message does not promise an earlier
send.
- Saved state from the previous release: no persisted shape changes.
Messages that an earlier release already consumed with a `skipped`
receipt stay consumed. They are not replayed later, which avoids sending
old messages without notice.
- The queued-comments read adds one agent read and one daily-limit count
for a chat with no queue receipt. This is the same query that admission
runs.
- The recovery deadline is in-process; instance-sleep scheduling does
not get a new deadline from this change.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), agentic coding with
tool use (shell, file edits, test runs).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:03:28 -06:00
DottaandClaude Opus 5.5 1b09920a64 fix(issues): refuse agent status changes that detach another run's live execution (#20271)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task that an agent run executes holds a checkout lock and an
execution lock (`checkoutRunId`, `executionRunId`)
> - A status change away from `in_progress` clears these locks. It does
not stop the run that holds them
> - Agents cannot stop another agent's run: run cancel and the task-tree
pause are board-only
> - But an agent that can edit a task (for example a lead with the
manage-active-checkouts grant over its report) can change its status.
The run then keeps running and is no longer bound to its task
> - In chat evals, a lead "paused" a launch tree. It moved running
subtasks to backlog. The runs kept running, detached
> - This pull request refuses an agent's status change when a different
queued or running run holds the task's lock. The denial is final, links
the task, and names the person's controls
> - The benefit is that agents cannot interrupt another agent's run
through a status edit, and runs are not left orphaned

## Linked Issues or Issue Description

Refs #20261 (chat guidance sends a task-tree pause to the person's Pause
subtree control). Refs #19394 (resume restarts the work a subtree pause
interrupted).

**What happened**

An agent changed the status of a task while another agent's run executed
it. The request succeeded. The server cleared `checkoutRunId` and
`executionRunId`. The run continued, but it was no longer bound to the
task. In the chat evals `steering.stop-versus-pause` and
`task-coordination.pause-tree`, a lead moved running subtasks to backlog
to "pause" a launch. Their runs kept running, detached.

**Expected behavior**

An agent cannot get the effect of interrupting another agent's run. When
a different live run holds the task's lock, the agent's status change is
refused before any write. The refusal says it is final. It sends the
person to the task and names the controls that really stop or hold the
work: the run's Stop or Interrupt, or More task actions, then Pause
subtree on the parent task. The lock-holding run, board users, and paths
that stop the run themselves continue to work.

**Steps to reproduce**

1. Create agent A and agent B, with B reporting to A (A gets
`tasks:manage_active_checkouts` through the manager chain).
2. Give B an `in_progress` task. Set `checkoutRunId` and
`executionRunId` to a `running` heartbeat run of B.
3. As A (agent JWT with its own run), send `PATCH /api/issues/:id` with
`{ "status": "backlog" }`.
4. Before this change: `200`, the status is `backlog`, both lock fields
are `null`, and B's run is still `running`.

## What Changed

- `server/src/routes/issues.ts`: new
`assertAgentStatusChangeKeepsLiveRunBound`. For an agent actor, it
refuses a status change when `executionRunId` or `checkoutRunId` names a
different run in the same company that is `queued` or `running`. It runs
in `PATCH /issues/:id` after the final status and assignee are known
(execution-policy transitions included) and before any run stop or
write. It also runs in recovery resolution when the source status
changes.
- The guard applies to any status other than `in_progress`, also to the
current status, because the service clears the locks for those too.
- The write is conditional on the lock the guard checked. The route
re-reads the lock and passes it to `svc.update` as
`expectedExecutionLock`. The service compares it under the row lock and
returns `409 issue_execution_lock_changed` if a checkout landed in
between.
- These cases stay allowed: the lock-holding run itself, board users,
requests with no status, a change to `in_progress`, `cancelled` (the
route cancels the run), reassignment (the route stops the run first),
`done` through PATCH while a Runner goal is active (terminalization
pauses the goal and stops the run; recovery resolution does not get this
exception), and a lock holder that already finished.
- `packages/shared/src/issue-write-denial.ts`: new denial code
`issue_status_change_live_run` (409). The copy says the refusal is
final, links the task as `[identifier](/prefix/issues/identifier)`, and
names Stop or Interrupt and More task actions, then Pause subtree. A new
optional `issuePath` context field carries the link. The UI notice
renders it through the existing generic path.
- `doc/SPEC-implementation.md`: documents the rule in the checkout
contract section.
- Paths checked with no change needed: there is no bulk issue update
route; tree holds and run cancel are board-only; `POST
/issues/:id/release` already lets only the assignee's checkout run
release; API-catalog actions call the same PATCH route; MCP status
changes already refuse with `MCP_ACTIVE_EXECUTION`.

## Verification

- Red on master, green with this change:
- `server/src/__tests__/issue-stale-execution-lock-routes.test.ts`
(embedded Postgres, real issue service): a manager moves its report's
running task to backlog. On master: `200`, status `backlog`,
`checkoutRunId`/`executionRunId` changed to `null`. With the fix: `409
issue_status_change_live_run`, row unchanged, run still `running`.
- `server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`:
refusals for `backlog`, `todo`, `blocked`, `in_review`, `done`, a queued
lock holder, and a repeated current status (red on master). Allowed
cases: field edits, the lock-holding run, board, `cancelled` (run is
cancelled), and finished lock holders; an allowed change carries
`expectedExecutionLock`.
- Same embedded-Postgres file: `svc.update` with an
`expectedExecutionLock` that differs from the row returns `409
issue_execution_lock_changed` and leaves the row unchanged.
- Also passed locally: `issue-closed-workspace-routes`,
`issue-comment-reopen-routes`, `issue-recovery-actions`,
`issue-scheduled-retry-routes`, `low-trust-red-team-routes`,
`issue-update-comment-wakeup-routes`, `external-object-routes`,
`packages/shared` `issue-write-denial`, `ui` `IssueWriteDenialNotice`.
- `tsc --noEmit` shows no errors in the changed files. Full typecheck,
build and test are left to CI.

## Risks

- Behavior change for agents: a lead or CEO that used status edits to
take over a report's running task now gets a 409. The supported paths
(comment, cancel, reassign, or the person's Stop or Pause subtree) still
work.
- A queued run that holds the lock also blocks the change. This is
deliberate: the queued run would otherwise start later with no task
bound to it.
- Agents can still cancel another agent's run by cancelling its task.
That is existing, documented behavior ("task cancellation cancels the
intent"), and this PR does not change it.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 08:21:40 -06:00
DottaandClaude Opus 5.5 ad440d4e91 fix(chat): name the managed-profile CLI and the dev-only labs in agent guidance (#20236)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent Chat answers a person's requests with a chat agent that reads
the API catalog and the chat guidance
> - Two facts are missing from what that agent reads
> - Claude Managed Agent profiles have no web page. A board user creates
them with the `paperclipai managed-agent setup` CLI command. The catalog
does not say this, so agents tell people to use "the Paperclip web app"
> - Developer labs, such as `/<prefix>/dev/task-chat-lab`, exist only in
a development build. Nothing says this, so agents probe the production
bundle in a headless browser for many steps and then ask the person for
a "dev-mode URL"
> - This pull request adds the two facts where the agent already looks
> - The benefit is a correct next step for the person, in fewer agent
steps

## Linked Issues or Issue Description

**What happened**
An agent was asked to "Set up an Anthropic managed agent for this
company". It correctly said the action is board-only. Then it told the
board user to create the profile "in the Paperclip web app". That page
does not exist.
An agent was asked to "Open the task-chat interaction lab from this
link". The link went to a production instance. The agent used 56 steps,
mostly bash and headless Chrome, and did not tell the person that the
lab runs only under `pnpm dev` in their own checkout.

**Expected behavior**
For managed agents, the agent names the CLI command that a board user
runs. It also says that no web page exists.
For developer labs, the agent says the lab is development-only. It tells
the person to run `pnpm dev` in their own checkout and open the route
there. It does not probe the instance.

**Steps to reproduce**
1. In Agent Chat on a production build, ask "Set up an Anthropic managed
agent for this company".
2. Read the reply. It points to a web page that does not exist.
3. Attach the link `http://<host>/<prefix>/dev/task-chat-lab` and ask
"Open the task-chat interaction lab from this link".
4. Look at the run. The agent probes the bundle and does not give the
`pnpm dev` path.

## What Changed

- `server/src/routes/openapi.ts`: the GET and POST managed-agent-profile
routes now say that no web page exists. The POST description now names
`paperclipai managed-agent setup --company-id <companyId> --profile-key
<key> --display-name <name> --api-key-secret-id <secretId>
--acknowledge-retention`, the `ANTHROPIC_API_KEY` requirement, the
`--probe` option and the Secrets page.
- `server/src/services/agent-conversations.ts`: the chat directive has a
new short paragraph. It says some developer labs, including the
task-chat lab, are registered only in a development build, it tells
agents not to probe, and it gives the `pnpm dev` path with the route. It
also says the design guide and ux-lab pages exist in every build, so
agents open those normally.
- Tests for both texts in `openapi-routes.test.ts` and
`agent-conversations.test.ts`.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/openapi-routes.test.ts
src/__tests__/agent-conversations.test.ts
src/__tests__/board-access-denial.test.ts
src/__tests__/codex-local-execute.test.ts`: 142 tests pass.
- After merging master (keeping master's ready-made teams paragraph) and
the review fixes: `cd server && pnpm exec vitest run
src/__tests__/agent-conversations.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts`: 2164 tests pass.
- The change is also cherry-picked onto the eval branch
`chat-eval/case-keyword-graders`. The live Runner E2E cells for
`agents.managed-profile` and `developer-labs.gated-lab` run there.

## Risks

- Low risk. The change is text in the API catalog and in the chat
guidance. It does not change behavior or permissions.
- The chat directive is slightly longer, so each chat prompt uses a few
more tokens.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 07:15:16 -06:00