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DottaandClaude Opus 5.5 cbd636d652 fix(evals): wait for rendered replies, bound runs by role and grade chat outcomes structurally (#20685)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The chat-feature eval catalog runs real chat journeys and grades
saved state, rendered links and run ledgers.
> - The second full-cohort run on master `9296c74e8d` failed 15 cases
where the product did the right thing and the harness did not.
> - The causes were three harness classes: links read before the reply
rendered, raw run counts that rejected product-caused follow-up runs,
and keyword graders on free-form replies. Four browser locators also
targeted retired controls.
> - This pull request fixes those harness layers. It does not change the
product.
> - The benefit is that these cases measure the feature again: correct
behaviour passes, and the relevant broken behaviour still fails.

## Linked Issues or Issue Description

**What happened**
In the second full-cohort chat-eval run on master `9296c74e8d`, these
cases failed although the reply and the saved state were correct:
`agents.choose-primary`, `cases.case-history`,
`budgets-costs.set-budget` (links read about 2s before the reply
rendered); `task-coordination.independent-review`,
`cases.update-case-facts`, `routines.manage-other-owner`,
`questions-and-approvals.review-plan` (a legitimate continuation or the
product's completion follow-up exceeded a raw run count or was
cancelled); `cases.cases-disabled`, `inbox-search.find-design`,
`navigation-preferences.broken-link`, `cases.browse-cases` (keyword or
clause graders rejected correct replies); `agent-chat.conference-room`,
`workspaces.inspect-git`, `task-coordination.block-on-design`,
`skills.author-skill` (browser steps used stale settings or controls).

**Expected behavior**
A correct reply and correct saved state pass. A wrong outcome, extra or
duplicate agent work, a substitution or a missing route still fails.

**Steps to reproduce**
Run `runner-full-stack-e2e.yml` with `cadence=manual`, `all=false` and
an `id` list of the cases above against master `9296c74e8d`. Read
`result.json` and `snapshots/` in each cell's evidence.

Refs #20600

## What Changed

- `chat-rendered-links.ts`: `collectConversationLinks` waits (at most
10s, once per reply per page) for the latest saved lead reply to render
when its conversation is open. A page that does not show the
conversation does not wait. `observeInternal` and the flow conversation
read use it.
- `budgets-costs.set-budget`: waits for the rendered reply before it
reads anchors. It fills the budget only after the form shows the saved
cap, and checks that the typed value stays.
- New `chat-catalog-domains/run-roles.ts`: identifies a run by role (a
worker woken by a comment that a named run saved on the task; the CEO's
chat completion follow-up).
- `task-coordination.independent-review`: admits one Morgan continuation
woken by the CEO's authorization comment and one Riley review run. The
review request may come from that continuation's native status decision.
Other runs still fail.
- `cases.update-case-facts`: a phase settles when its CEO turn and at
most one Morgan continuation woken by that turn's task comment finish. A
new `role-bound-runs` check rejects any other run. `terminal-counts`
gets an optional `maximumTerminalStatusCounts`.
- `routines.manage-other-owner`: admits one Morgan run on a task that
the CEO created for Morgan. A schedule change must be Morgan's own write
from that run. The ownership check is structural (a linked owner task,
or a link to the routine or Morgan's page). The keyword checks on the
reply are removed.
- `questions-and-approvals.review-plan`: after the stale-review check,
lets the product's completion follow-up settle before final run custody.
The existing grader already validates it.
- `cases.cases-disabled`: the negation-blind false-claim regex is
removed. The case passes with a reply link to the Experimental settings
page (the scripted person follows it and sees the Cases control) or a
pending choice card. Saved state still proves that nothing was created.
- `inbox-search.find-design`: the per-clause regex is removed. The first
task link in the reply must be the task with the approved revision.
- `navigation-preferences.broken-link`: a link to the similar task fails
only when its label names the original (identifier or exact title). A
separate mention passes.
- `cases.browse-cases`: an excluded case must not be a result row. When
the reply has no result list, every case link is a result, so an
excluded case must not be linked.
- Browser steps: `conference-room` reloads after the fixture enables the
flag. `inspect-git` and `block-on-design` open the panel with "Show
properties" and pick the tab from the side panel launcher.
`author-skill` does not repeat the full inspection in `verifyResult`
when `act` already inspected the same saved version.
- Each changed case has a new `oracleVersion`.
`chat-catalog-descriptors.json` is in sync.

## Verification

- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts <119
affected test files> --testTimeout=180000`: 1673 passed, 3 skipped. One
file (`chat-factual-query-input.test.ts`) did not load in the local
worktree because `@paperclipai/plugin-sdk` is not built there. It does
not import changed code. CI runs it.
- `chat-catalog-consistency.test.ts` passes (242 descriptors).
- `npx tsc --noEmit -p tests/runner-e2e`: no errors in changed files.
- `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`:
no pin change.
- `node --test` on the three `chat-full-catalog-testops-*.test.mjs`
files: 40 passed.
- Calibration against retained evidence: the retained replies and run
shapes of cases-disabled, browse-cases, find-design, broken-link,
independent-review, update-case-facts and manage-other-owner now pass.
Broken variants fail (closed case as a result row, earlier design linked
first, original label on the similar task's link, unprompted or
duplicate worker runs, a second review run, a routine change outside the
owner's run, no route link).
- Paid runs on this branch: see the PR comments.

## Risks

- Low risk. Only eval harness code changes.
- The structural graders do not read reply wording. A reply that words
the outcome wrongly but links the right records can pass. A person reads
the reply.
- `navigation-preferences.sidebar-order` is not changed. The shipped
sidebar has no per-project order or collapsible Agents section, so the
case premise needs an owner decision.

> 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`), 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 20:24:41 -06:00
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
DottaandClaude Opus 5.5 5f34f777ec fix(evals): grade 16 chat cases by saved state instead of reply keywords (#20600)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat-feature eval catalog checks that a chat agent does the work
a person asks for
> - In the latest full-cohort run on master, 16 cases failed although
the saved work was correct
> - Their graders matched words, one literal value, or one API route in
free-form model output
> - A grader that fails correct work hides real failures in the noise,
and it can also pass wrong work that uses the expected word
> - This pull request grades those cases by saved state, audit records,
setup literals and rendered page structure, and keeps only narrow checks
for false claims
> - The benefit is that these cases fail only when the product or agent
does the wrong thing

## Linked Issues or Issue Description

Refs #18971 (related: company-secret question handoffs)

**What happened**

The full-cohort chat-eval run on master failed 16 cases where the
retained evidence shows correct behaviour. Examples:
`companies.rename-company` accepted only `company.updated`, but the
supported branding route logs `company.branding_updated`.
`recovery.post-stop-message` required a signup button label that matched
a regex, and rejected a labelled email form with the button "Start
writing free". `secrets.secret-proposal` flagged "the value is delivered
when Morgan next runs" as a false delivery claim. Other graders required
words such as "uncommitted", "telemetry", "administrator" or the app
name that the question did not ask for.

**Expected behavior**

A grader accepts every supported route and wording that achieves the
outcome. It fails when saved state is wrong, when a requested fact is
wrong, or when the reply makes a claim that saved state contradicts.

**Steps to reproduce**

1. Load the retained observation for one of the cases below from the
full-cohort evidence.
2. Grade it with the old oracle. The keyword or route check fails
although the saved state is correct.
3. Grade it with the new oracle. It passes. A broken variant (wrong
saved state or a contradicting claim) still fails.

## What Changed

- `activity.audit-change`: attribution is graded by structure. The reply
names the recorded editor, names no other company agent (new setup
literal `otherActors`), and states only real transitions. Sentence
grammar is no longer matched.
- `app-permissions.ask-before-action`: each continuation reply must
exist and must link no app record other than the reviewed connection. It
no longer must name the app.
- `budgets-costs.spend-breakdown`: the reply must point at the record
with unresolved usage (task link, identifier or run id) and must not
give it a zero or free amount. The words "subscription" and "incomplete"
are no longer required.
- `cases.browse-cases`: an excluded case may be mentioned in prose. It
must not be linked or listed as a result row.
- `cases.handoff-same-task`: handoff instructions carry findings forward
when they point at the saved `findings` document, reproduce it, or
restate it. The premise (a primary Morgan run performs the handoff) is
unchanged.
- `cases.update-case-facts`: a saved browser value may add clauses that
only rule out other platforms ("desktop Safari unaffected").
- `companies.agent-observability`: the reply no longer must name
Telemetry and the run log. It must not claim that they are exported.
- `companies.rename-company`: both supported name routes
(`company.updated`, `company.branding_updated`) are accepted.
- `connection-setup.choose-provider`: the answer must exist and must not
claim a connected account. The unavailable method no longer must be
named; the setup path stays graded by clicking the card or link.
- `goals.align-existing-work`: a question card from the answering run
counts as the phase-two response. Refusal words and "unchanged" words
are no longer required; false change claims still fail.
- `recovery.post-stop-message` (and `steering.interrupt-with-direction`,
which shares the helper): a visible form with a labelled field and a
submit control is a signup action, whatever the button says.
- `routines.pause-owned`: the "paused"/"running" words are no longer
required. The saved checkpoint proves both; a cancellation claim still
fails.
- `secrets.secret-proposal` (and `secrets.configure-company-secret`,
which shares the helper): a sentence that says when delivery will happen
is not a delivery claim.
- `skills.explicit-restriction`: the reply no longer must say
"administrator". Success claims and invented tool limitations still
fail.
- `workspaces.inspect-git`: the reply no longer must say "uncommitted".
Unchanged HEAD and status prove it; commit or push claims still fail.
- Every affected `oracleVersion` is bumped in code and in
`chat-catalog-descriptors.json`. No scenario YAML changed.

## Verification

- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
--testTimeout=180000 tests/runner-e2e/chat-catalog-domains
tests/runner-e2e/chat-catalog-contract.test.ts
tests/runner-e2e/chat-catalog-consistency.test.ts`: all pass.
- `PAPERCLIP_CHAT_EVAL_RENDERED_ARTIFACT_CANARY=1` rendered-artifact
canary with Chromium: pass, including new form cases.
- `node --test
tests/runner-e2e/chat-full-catalog-testops-manifest.test.mjs`: pass.
`node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`:
unchanged pins.
- `npx tsc --noEmit -p tests/runner-e2e`: no errors in changed files.
- Offline calibration on retained evidence, for each case: the retained
correct evidence passes, earlier passing evidence passes where it
exists, and a broken variant fails. `spend-breakdown` retained evidence
still fails, because its reply shows unresolved usage as `$0.00`.
`handoff-same-task` retained evidence still fails on the kept
primary-run premise.
- Live paid runs: see the comment below.

## Risks

- Low risk. The change is limited to eval graders and their unit tests.
Product code does not change.
- Each grader is more accepting of wording. Saved-state checks and the
narrow false-claim checks remain, so a wrong outcome still fails.
- `secrets.configure-company-secret` still fails its retained evidence.
Its agent asked a two-question card, and the act supports only
one-question cards. This pull request changes it only by the shared
delivery-claim helper.

## 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 13:37:16 -06:00
DottaandClaude Opus 5.5 bce79f186f fix(evals): count a pending question card as the turn's response where the case allows it (#20597)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat catalog evals check that a chat agent answers the person
and saves the right records
> - An agent can end its turn on a question card; the product then
records `interaction_owns_conversation_response` and posts no reply
comment
> - The privileged settle step and some graders still waited for a reply
comment, so valid card-ended turns timed out or failed
> - This pull request adds one shared rule for when a pending card
counts as the turn's response, and uses it where the case allows a card
> - The benefit is that card-ended turns are graded on what the person
saw, while cases that need a written reply stay strict

## Linked Issues or Issue Description

Refs #20588 (request_human_input version fix found by the same runs).
Refs #20590 (chat review cards link their document).

**What happened?**
In the full chat eval run on master `f4337bb5fb`, agents ended turns on
pending question or review cards. `developer-labs.component-reference`
timed out in the privileged settle step, which required a reply comment.
`goals.align-existing-work` refused the foreign goal in a question card,
but the grader read only reply comments.
`questions-and-approvals.reject-and-revise` returned its draft in a
review card bound to the draft revision, but the grader and the result
check required a reply link.

**Expected behavior**
A pending card counts as the turn's response only when the product
decided that the card owns the run's response, the lead's own run
created it, a person can answer it, and it is not a governed approval.
Each case still grades the content it requires.

**Steps to reproduce**
Regrade the retained evidence of the cases above with the old graders:
they fail on the missing reply comment although the card is on the chat.

## What Changed

- New `chat-catalog-domains/turn-response-card.ts`:
`turnResponseCards()` returns pending cards from runs whose
`presentationDecision.reasonCodes` contains
`interaction_owns_conversation_response`. A card must be created by the
lead, be human-answerable (a text question, two or more choices, or an
ordinary confirmation) and not carry `toolAction`, `secretProposal` or
`connectionAuthorization`.
- `settlePrivilegedChat` treats such a card as a settled turn. The
privileged graders still require their written guidance, so
`developer-labs.component-reference` now fails at grading instead of
timing out.
- `goals.align-existing-work` reads the card from the run woken by the
foreign-goal request as that phase's answer. A leaked foreign text, or a
card that does not refuse, still fails. Oracle
`paperclip.chat-catalog.internal.goals-align.v2`.
- `questions-and-approvals.reject-and-revise` accepts a review card
bound to the draft's exact saved revision. The result check opens the
draft from the card's document link (needs #20590). Oracle
`paperclip.chat-catalog.plan-review.v6` for both plan-review cases.
- Descriptors updated for oracle versions and `sourceFiles`.

## Verification

- `turn-response-card.test.ts`: the retained cards pass; other run,
other agent, answered, other company, user-created, non-human resolver,
single non-text choice, governed confirmation, and a run that replied
all fail.
- Offline regrade of retained evidence (master `f4337bb5fb` full-cohort
run): `goals.align-existing-work` cross-company check passes with the
card and fails without it; `reject-and-revise` `real-local-review-draft`
passes with the bound card and fails with no card or a card bound to
another revision.
- `npx vitest run --config tests/runner-e2e/vitest.config.ts
tests/runner-e2e/chat-catalog-domains ...clock tests
--testTimeout=180000`: 269 files passed (one file needed the plugin SDK
build locally, then passed).
- Consistency and contract tests pass. `npx tsc --noEmit -p
tests/runner-e2e` is clean. SDK public input pins are unchanged.
- Paid run
[42855262851](https://github.com/paperclipai/paperclip/actions/runs/42855262851)
on a temporary branch with this PR, #20588 and #20590 (OpenCode, local):
`reject-and-revise` and `revoke-personal-grant` passed;
`goals.align-existing-work` failed only
`phase-bound-strategic-context-explanation` (keyword check, unchanged
here); `developer-labs.component-reference` ended on a question card
again and now failed at grading (`existing-question-reference`,
`reference-only`) instead of timing out in settle. This run's agents
replied in text in the two passing cases, so the card branch of
`reject-and-revise` is covered by the offline regrade only.

## Risks

- `settlePrivilegedChat` now stops waiting on a card-ended turn.
Privileged cases whose graders need a reply fail sooner and with the
real failed check; none pass more easily.
- Changed oracle versions start new history for
`goals.align-existing-work` and both plan-review cases.
- The remaining keyword check
`phase-bound-strategic-context-explanation` in
`goals.align-existing-work` is unchanged and still fails the retained
reply; it needs its own fix.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), agentic coding with
tool use 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 12:33:52 -06:00
DottaandClaude Opus 5.5 8e332ccb5e fix(evals): name stale SDK pins and fix four chat-eval harness defects (#20579)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat feature eval catalog (`tests/runner-e2e`) runs real chat
journeys against a real server and grades the saved state, the run's
tool events and the rendered reply
> - The full-cohort run on master `f4337bb5fb` had 12 failures that come
from the harness, not from the product or the model
> - Six plugin and secrets cells stopped in 7–9 s, before the server
started, because the SDK public source pins were stale
> - Four more cells failed on harness timing, a first-visit prompt, or a
read receipt that ignored a dedicated tool
> - This pull request fixes those four harness defects and adds a cheap
guard that names stale SDK pins
> - The benefit is that these cells now report on the product and the
model again

## Linked Issues or Issue Description

Refs #19614, #20550, #20453, #20417, #20483

**What happened**

On master `f4337bb5fb`, these chat eval cells failed for harness
reasons:

- `plugins.configure-plugin`, `plugins.disable-plugin`,
`plugins.install-plugin`, `plugins.use-plugin-tool`,
`routines.plugin-managed-routine` and `secrets.least-scope-delivery`
stopped before the server started. The source SDK privacy scan refused,
because `tests/runner-e2e/source-sdk-public-inputs.json` did not match
`packages/shared/src`. #20550 and #20362 already resynced the pins on
master. The pins are current at `ce1ee9e89f`.
- `agent-chat.track-delegated-work` and
`navigation-preferences.edit-profile`: the reply was correct and had the
right link. The case read the rendered links immediately after the runs
settled, before the reply rendered, so it recorded no links.
- `inbox-search.archive-done` and `inbox-search.restore-archive`: setup
completes five tasks, so the GitHub star prompt from #20453 opened over
the chat and blocked the composer.
- `status-cards.explain-card`: the follow-up run read the deleted source
with `get_task` and received a 404. The reply said so. `apiReadStatuses`
counted only `call_api` reads, so the grader recorded no unavailable
read.

Why the existing pin check did not stop the drift: `ci / Runner support
suite` runs the source SDK tests and is part of the required `ci /
verify`. On #19614 it passed at 03:43Z on a merge ref from before #20417
(06:12Z) and #20483 (08:14Z). #19614 merged at 14:02Z without a new CI
run on current master. After that, the suite failed on every PR until
#20550. So the check exists and fires; the gap was a stale green result,
and the failure message was opaque (`SDK public source proof
unavailable`).

**Expected behavior**

- A change to a pinned SDK input without a pin refresh fails with the
changed files and the command that fixes it.
- Cases read rendered links only after the saved reply renders.
- The eval browser is a returning user's browser that has already seen
the star prompt. The product does not change.
- A dedicated task read tool (`get_task`, `list_task_documents`,
`read_task_document`, also when namespaced) counts as a read of the
record it names, with the status its receipt reports.

**Steps to reproduce**

1. Run `chat-features.runner-opencode.local.<case>` for one of the cases
above on master `f4337bb5fb`.
2. Read `result.json` and `snapshots/chat-catalog-observation.json` in
the evidence bundle.
3. See the failures described above.

## What Changed

- `tests/runner-e2e/source-sdk-public-inputs.mjs`: add
`staleSdkPublicInputs(root)`. It compares the registry with `git ls-tree
HEAD` for every pinned input (the roots and build inputs that the pins
file lists), and returns each changed, unpinned or removed file.
- `tests/runner-e2e/source-sdk-public-inputs.test.mjs`: a test fails
when the committed pins do not match the committed tree. The message
names the files and gives the `--write` command. The Runner support
suite runs it for every `packages/**` change. A synthetic test covers
changed, unpinned and removed inputs.
- `tests/runner-e2e/chat-catalog-domains/runtime-handoffs.ts` and
`identity-profile.ts`: call the existing `waitForRenderedReply` before
they read rendered links.
- `tests/runner-e2e/chat-returning-browser.ts` (new) and
`chat-catalog-flow.ts`: inside the flow's failure boundary, before
setup, mark `paperclip.github-star-prompt.seen` in the eval browser. An
init script covers later documents of the app origin, and the open page
is marked directly. A test checks that the key equals
`STAR_PROMPT_SEEN_KEY` in `ui/src/components/GitHubStarPrompt.tsx`.
- `tests/runner-e2e/chat-catalog-domains/api-read-receipts.ts`: bind
dedicated task read tools by the digest of the `call_api` input that the
server builds for them (`taskBridgeApiRequest`). The result must carry
the same `apiOperationId`. Other tools, other records, mismatched
receipts and unpaired results do not count.
- Bump `oracleVersion` in code and descriptor for every case that uses
`api-read-receipts.ts` (shared grader change) and for
`navigation-preferences.edit-profile`. Add
`internal-comment-reference.ts` to the source files of the two cases
that now import it.

## Verification

- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts`
(whole config): 11301 passed; 1 local-only failure in
`controller-replacement-smoke.test.ts` (server spawn, no changed
imports).
- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
--testTimeout=180000 tests/runner-e2e/chat-catalog-domains
tests/runner-e2e/chat-catalog-contract.test.ts
tests/runner-e2e/chat-catalog-consistency.test.ts
tests/runner-e2e/chat-returning-browser.test.ts`
- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
source-sdk`
- `node tests/runner-e2e/source-sdk-public-inputs.mjs $(git rev-parse
HEAD) --check` reports `changed: false`.
- Red checks: with the `f4337bb5fb` registry, the new pin test fails and
names 15 inputs. Without the new waits, the two rendered-reply tests
fail. A regrade of the retained `explain-card` run events now gives the
follow-up run `unavailable: true, live: false` and the first run `live:
true`.
- Paid runs of the affected cells
(`chat-features.runner-opencode.local.*`):
- Run 42852698879 (head `d54c04d5f0`): `track-delegated-work`,
`restore-archive`, `explain-card`, `configure-plugin` and
`plugin-managed-routine` pass. I read each reply and saved state.
`track-delegated-work` now records the rendered `/COM/issues/COM-2`
link. `explain-card` records `laterUnavailable: true, laterLive: false`
from the follow-up `get_task` 404.
- `plugins.install-plugin` now starts its server (the pin refusal is
gone). It fails a later grading check, `truthful-installation-handoff`:
the reply sends the person to the plugin settings page but does not name
the package. This is outside this PR.
- `inbox-search.archive-done`: the star prompt no longer blocks the
composer, and the query is sent. The agent then archives the 501 Done
tasks one at a time (about 2 s each, 57 in the 240 s window), because
only the per-task archive route exists. This is outside this PR.
- `navigation-preferences.edit-profile` did not start in that run (the
AWS credentials step timed out). Run 42857020103 (head `2f0b80aa84`):
pass. The agent write gets 401, the reply links
`/COM/company/settings/instance/profile`, and the person follows the
rendered link and saves the name.

## Risks

- Low risk. Test harness only; no product code changes.
- The receipt change counts more reads as record reads. It only adds
dedicated reads bound to the exact record id and operation, so a grader
that needs a read can pass on a genuine `get_task` read. The affected
cases have new oracle versions.
- The star prompt is not tested by any chat catalog case. Product e2e
tests for the prompt do not use this flow.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:01:44 -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