Commit Graph
104 Commits
Author SHA1 Message Date
DottaandPaperclip dbff3747b8 feat(server): persist run logs and provider traces in S3 (#18327)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use run logs and restricted provider traces to inspect
agent work.
> - Local log and trace files depend on the web server's persistent
volume.
> - That dependency prevents overlapping volume-backed Railway
deployments.
> - This PR reuses the instance S3 store for batched log and trace
payloads with conditional publication.
> - Existing Postgres rows retain their contracts; native export
recovery reuses events already committed before Runner acknowledgement.
> - S3-configured servers automatically copy and verify retained history
before a later deployment cutover.

## Linked Issues or Issue Description

**Subsystem affected**

Server run logs, restricted provider traces, storage providers, and
migration tooling.

**Problem or motivation**

Replacing the web server and its disk must preserve committed log output
and retained traces. The current S3 mirror can repeatedly upload a
growing file. Moving those payloads into Postgres would add database
writes, WAL, replication, and backup work.

**Proposed solution**

Reuse the existing instance storage configuration, S3-compatible
provider and credential chain. Store new run logs under run-logs/ and
opted-in raw traces under provider-traces/, below the existing prefix.
Cloud keeps its existing bucket and bucket-scoped credentials per stack.
Add no new configuration switches. Store immutable payload segments and
bounded binary range indexes directly in S3. Publish each batch with an
ETag-conditional head. Keep existing database ownership and lifecycle
records. Recover canonical native exports from their existing validated
control event source, checkpointing export progress in S3. Add no new
payload writes to Postgres. Preserve local defaults and migrate settled
history with verified byte counts and digests.

**Alternatives considered**

Postgres payload chunks add control-plane load. Repeated whole-file
mirrors amplify transfer work. The first index prototype left superseded
index nodes; the final binary index keeps all normally published nodes
reachable.

**Roadmap alignment**

This is a storage prerequisite for replacing the main web/API server. It
does not enable deployment overlap, detach a volume, or change native
Runner protocol acknowledgements. The maintainer approved this
implementation scope. ROADMAP.md has no duplicate implementation item.

Related PR: #16770 improves the existing in-flight mirror. This PR
preserves that legacy backend and uses the existing instance S3 profile
for new journals.

## What Changed

- Automatically select S3 segments for new logs and opted-in traces when
instance file storage uses S3. Reuse bucket, endpoint, region, prefix,
path style and credentials. Remove separate backend switches. Keep
local-disk instances local.
- Share the existing storage configuration resolver with product files.
Preserve config-file settings, environment precedence and the existing
root prefix. Keep pre-existing run-log mirror settings for legacy
history.
- Add bounded buffering, conditional ownership fencing, immutable range
reads, stable byte offsets, and completion hashing.
- Dispatch all existing log consumers through the recorded backend.
Coalesce output progress writes and publish live log messages after
storage receipts.
- Recover interrupted canonical native exports from their existing
durable source. Exclude separate credential, cleanup, and reprojection
records. Replay missing callback ranges and deduplicate late delivery.
Repair settled archives after controller lease expiry. Bound shared
repair work and stop it when all readers cancel. Serve the published
prefix when best-effort repair fails.
- Add encrypted optional trace channels, replacement reads, durable
deletion tombstones, and deadline-driven local/external expiry cleanup
independently of heartbeat scheduling. Stream historical source and
remote verification. Propagate worker cancellation through trace open,
conditional-write probing, upload, restore and reads. Fence deletion
even before the first object head exists; abort and drain owned
captures.
- Retry transient storage errors, distinguish 409 from failed
preconditions, and backpressure bounded log admission. Track interrupted
trace imports explicitly so ordinary local deletion stays independent of
S3.
- Automatically migrate retained history through the existing delivery
coordinator. Process one log and one trace per batch. Retry unresolved
history with backoff and stop scans after completion. Keep the
inventory/import command as optional diagnosis and repair. Verify source
and remote bytes before switching references. Verify finalized native
size and digest before setting its export cursor. Require ordered source
coverage when completeness metadata is missing. Preserve original trace
expiry. Block active, missing, corrupt, and unproven sources.
- Preserve identity and run-secret redaction in live and recovered
native logs. Register runtime log redaction secrets once through the
existing encrypted registry. Keep agent private keys in their existing
owner.
- Add storage, migration, retention, UTF-8, and route-privacy coverage,
plus operating documentation and qualification tooling.
- Add no schema, payload table, per-record SQL, production dependency,
or lockfile change.

## Verification

- Final fixes at `b3a44c898e` passed all 116 selected startup,
retention, attribution and cancellation controls. The disabled-scheduler
cleanup and concurrent-repair defects reproduced red before the fixes. A
timed-out repair still prevents later storage reads.
- The merged source passed 124 storage and real-Postgres Cloud
configuration tests. These include automatic history migration, existing
environment/file vault keys, source-directory removal, five real-SDK
stalled-request cancellation cases, shared capability-probe cancellation
and multi-chunk trace ordering. Saved Cloud S3 settings work after the
legacy config file is gone.
- Workspace typecheck and full build passed at the merged parent
`19f702d780`. Server typecheck and build passed again at `b3a44c898e`.
- Actual app acceptance: finish a process-agent run through the normal
API, stage its retained local-file input, then restart. Automatic
migration reports one migrated item and zero blockers. Remove the
original web home and restart at `b3a44c898e` with an empty home, the
existing S3 profile and the existing vault key file. The normal log API
preserves all five producer lines and exactly 788 bytes, with SHA-256
`74d9ae469da28bfe89b9b50a0e132aec24fe9e6d686496ed5e4ffa6167151036`. No
log-specific storage settings are present.
- Actual expiry acceptance: with heartbeat scheduling disabled, a trace
remains unexpired after startup and later reaches its fixture deadline.
The worker marks the row deleted and tombstones both S3 channel heads.
The retained run log stays byte-identical. The process fixture emits no
provider protocol frames, so nonempty encrypted payloads are qualified
separately through the real SDK round trips.
- Isolation tests use identical run identities in two stack buckets.
Cleanup in one existing prefix leaves another prefix, another company
and product files intact. Read-only Cloud source inspection confirms a
bucket and bucket-scoped credentials per stack. Four existing Cloud
storage environment-contract tests passed. No Cloud provisioning changed
and no new live vendor permission probe was performed.
- Earlier qualification passed 1,014 affected storage/native tests and
27 privacy-route tests with isolated Docker Postgres. An abrupt process
test commits 1,000 records, receives receipts, dies by SIGKILL and loses
its directory; another process reads every byte and continues. The real
Rust Runner experiment acknowledges 32 records while the export cursor
is zero, then continues the same Runner PID after controller loss. All
64 records export once with exactly 64 existing control rows. Repeated
snapshot/Stop commands completed in 162/81 ms.
- Emulator workload: 1,000 burst records used two batch PUTs. Eight
steady streams produced 240 records with 104 conditional PUTs and 72
GETs over 6.9 seconds. These are synthetic operation counts, not fleet
sizing or provider prices.
- Failure evidence is retained. Compact native events over 64 KiB,
missing file-key support, disabled-scheduler retention and repair
failure handling all reproduced before their fixes. Fixture repairs
addressed cold module setup, localhost/IPC permissions, the S3
bucket-name limit and a mode-0700 crash-test directory. Full local `pnpm
test:run` was stopped after host PostgreSQL semaphore exhaustion;
affected suites used isolated Docker databases instead. Native package
library symlinks were restored with the package's standard hydration
helper.
- The `19f702d780` browser session-recovery case timed out while saving
a task title. All eight browser shards passed on `b3a44c898e`, including
that case, with no UI behavior or assertion change. Fresh-head CI passed
at `b3a44c898e`: 55 successful checks, three skipped checks and one
neutral check. The branch is conflict-free.
- Map and module-boundary checks passed. Current-head Greptile is 5/5
with zero unresolved review threads.

Reproduce the opt-in storage suites with
`PAPERCLIP_LOG_TEST_S3_ENDPOINT` and a dedicated
`PAPERCLIP_RUN_EVIDENCE_MIGRATION_DATABASE_URL` ending in `_test`. See
`doc/run-evidence-storage.md` for operating limits, automatic migration,
optional diagnostics and rollout qualification.

## Risks

- Keep the existing per-stack bucket, prefix and vault key stable across
replacements. Relocating that storage is a separate whole-instance
operation.
- This release automatically changes new log storage for existing
S3-configured instances. Local-disk instances remain local. Canonical
native source replay is qualified with a deterministic real Runner;
actual remote execution and production-provider qualification remain
rollout gates. Generic server-only diagnostics and optional raw trace
tails without a surviving source can be incomplete after a crash. This
does not establish full zero-downtime deployment.
- Before deploying this release, qualify the actual S3 provider. It must
enforce conditional writes and pass read, version, deletion, workload,
and latency qualification. A capability probe rejects providers which
ignore preconditions. Moto is emulator evidence only.
- Dirty output is bounded and unconfirmed until S3 publication. Storage
failure leaves persistence incomplete while task results and usage can
settle.
- Trace expiry is not yet represented by Cloud's external wake contract.
Outstanding trace deadlines conservatively block sleep.
- Automatic history copying requires the original source volume. Keep it
until all retained resources pass verified import and clean-filesystem
reads. Stop old binaries from creating new local-file runs. Missing or
corrupt history remains blocked and visible in server logs. Rollback
requires a compatible reader against the same external state. Ordinary
object deletion does not erase retained historical object versions or
backups.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with reasoning, tool use, code execution,
and browser verification. The runtime did not expose a context-window
size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 15:17:35 -05:00
DottaandPaperclip 8f822bfcf7 fix(cloud): persist configuration and load release-image packages (#18335)
Land the approved Cloud configuration and release-image package stack.

Includes the separately reviewed adapter settings (#18335), external adapters (#18333), bundled plugins (#18336), startup configuration (#18339), and migration/package checks (#18341).

Includes the final image-owned loader and linked-dependency inventory corrections.

Verified stack head: 462716170d.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-30 19:21:33 +00:00
07c6df260b fix(server): schedule archived runner evidence from saved deadlines (#17925)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/85/changes/paperclip/85
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Retired native sessions leave continuity and quarantine evidence on
disk.
> - The old hourly loop mixes evidence retention with backup expiry,
which has different database eligibility rules.
> - Evidence already has saved creation timestamps and local publication
signals.
> - This pull request gives evidence its own registered worker and
actual next deadline.
> - The worker stops filesystem and SQL activity when its evidence
obligations settle.

## Linked Issues or Issue Description

Stack slice 65. Parent: #17923
(`codex/sleep-64-skill-version-retention`). Related foundation: #15625.

**What happened?**

At parent `7b94aa185c29673372646bbf2e07a2fbd16bc394`, an hourly
backup/evidence tick still inspects native state roots. Evidence's
private due time is checked by that recurring tick instead of the shared
scheduler. Empty evidence and future retention windows have no reason to
be rediscovered every hour.

**Expected behavior**

Reconstruct evidence once. Wake from the existing publication signal.
Register the earliest saved retention deadline. Keep busy, failed, or
incomplete evidence recoverable. Preserve backup eligibility as a
separate duty.

**Steps to reproduce**

Start retention with an empty evidence root or archives inside the
seven-day window. The old timer still visits the combined owner. The new
evidence worker disarms when empty, or registers the saved expiry with
no evidence filesystem or SQL calls between relevant changes and that
deadline.

## What Changed

- Add an evidence worker through the delivery coordinator and shared
scheduler. Track startup reconstruction without delaying HTTP readiness.
Unsubscribe local publication before delivery shutdown.
- Select `backups` for the existing backup timer and `evidence` for the
new worker. Existing callers that omit the selection retain combined
behavior. Backup expiration remains the next separate migration.
- Use hourly retries for concrete busy or failed evidence, with earlier
saved expiries and one-second continuations independent. Restore
candidate/removal/byte summaries. Schedule publication at the first
removable instant; preserve legacy manual-tick semantics.
- Expose the existing earliest evidence deadline. Preserve one-second
bounded continuation, concrete failure/busy retries, cleanup-source
archive exclusions, symlink protection, late activity checks, atomic
rename, and interrupted removal recovery.
- Preserve non-ENOENT inspection errors as recovery obligations. Retry a
failed session root in a new evidence pass instead of continuing past it
and forgetting it.
- Register the first removable instant after the inclusive retention
boundary. Keep the existing manual dry-run publication semantics.
- Add real filesystem/isolated PostgreSQL lifecycle tests and
disabled/held-startup wiring cases. Add no table or migration.

The archive and quarantine writers already call
`noteNativeRunnerEvidence`; this PR connects that existing signal to the
scheduler. Shared code owns scheduling, while evidence rules stay with
the retention service. See
[`doc/plans/2026-10-27-runner-evidence-retention-sleep-audit.md`](doc/plans/2026-10-27-runner-evidence-retention-sleep-audit.md).

## Verification

- Adopted actual prerequisite squash
`b06ea111a254c62e0a55199b010d82e0adb33bf0` from #17923 through normal
merges. Qualified runtime/package/UI/map trees remain unchanged. The
final nine-path diff includes one browser-spec readiness repair.
- Runtime qualification remains **652 passing TypeScript cases across 22
complete files**, plus **29 passing Rust cases** in native-backend,
runtime-notification and configured-environment targets. One actual
closed Pi snapshot launch is intentionally skipped because its external
distribution root is not provided. Accepted source is
`b80eee32f344ae0218d8b791c14f2ea174da09cc`; all runtime and earlier
sleep-test bytes are preserved.
- The complete outage-recovery browser file passes **all five journeys**
on a fresh isolated database after four additive rendered-history
readiness assertions. Every original assertion, outage control and
timeout remains byte-identical when those new lines are removed. The
intentionally unresolved first-session scenario keeps its pre-auth
interaction and delayed-owner coverage. The prior CI/local timeout
evidence and one rejected broader precondition remain in the audit.
- Adapter/Runner/database builds, server/Runner typechecking, Rust
formatting/workspace checks, server build, module boundaries, migration
order and generated TypeScript/Rust profiles pass. PostgreSQL 17
fixtures apply all 413 journal entries through index 414; source hashes
and temporary fixture imports restore exactly.
- **Inherited validation exception:** Copilot profile 81's separate
source-identity check fails on the merged Rust configured-environment
hash. Its inputs and attestations equal upstream and stay unchanged
here. Grok's identity check passes. No release attestation is
regenerated or new live-provider qualification claimed. Required
exact-head CI/security and Greptile 5/5 still must pass.
- [The evidence
audit](doc/plans/2026-10-27-runner-evidence-retention-sleep-audit.md)
retains historical failures, counts and limitations. No full local
repository-suite, live provider, external-alarm, measured suspension or
fleet-savings claim. Fresh final-head CI/security, exact-head Greptile
5/5 and actionable Ponytail findings remain separate merge gates.

## Risks

- Live publication is the existing server-owned executor in one process.
Independent filesystem writers need an explicit signal contract. Startup
reconstructs restart state.
- Busy sessions and concrete inspection/removal failures retain retries.
Unknown cleanup-source archives remain protected.
- The existing scan enumerates directory names before applying its
entry/removal budget. This PR preserves that behavior and does not claim
a bounded total directory-listing allocation.
- An in-process deadline cannot wake stopped compute. Cloud sleep-safety
and external-alarm coverage stay unchanged. Physical evidence
reclamation can wait for a supported host wake.
- Backup expiration still has an hourly database eligibility scan. This
slice removes only the archived-evidence duty from that loop and does
not claim full instance suspension.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
normal Git merges, composition proofs and complete
PostgreSQL/filesystem/startup suites. No subagents were used in this
reconciliation.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 11:12:16 -05:00
b06ea111a2 fix(server): schedule skill cache retention from changes and saved deadlines (#17923)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/83/changes/paperclip/83
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server caches saved skill versions on disk so runs can restore
their exact instructions.
> - The old retention owner scans company rows every hour, even after
all caches are protected or removed.
> - Cache publication, version changes, and pin release already have
local or transaction-owned boundaries.
> - Grace windows and terminal controller leases already have saved
timestamps.
> - This pull request uses those changes and deadlines to drive the
existing bounded prune service.
> - Idle retention stops SQL and directory reads while pending cleanup
remains recoverable.

## Linked Issues or Issue Description

Stack slice 64. Parent: #17876 (`codex/sleep-63-agent-timer-deadlines`).
Related: #15625 establishes transaction-owned work signals. #17907
independently keeps an active cache-lock transaction alive; this PR
preserves that lock and does not duplicate that repair.

**What happened?**

At parent `31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`, skill-version
retention has an hourly company scan, a startup timeout, and separate
continuation timers. Empty or permanently protected caches still cause
recurring SQL.

**Expected behavior**

Reconstruct once, inspect changed companies, and schedule saved
access/staging grace or terminal controller deadlines. Stop recurring
work when no timed or uncertain obligation remains. Keep
current/newest/agent/run protection, restorable-byte validation, cache
locking, final pin revalidation, atomic rename, and trash recovery.

**Steps to reproduce**

Start an enabled server with no cached versions, or only current/pinned
versions. After the initial scan, advance an hour. The old interval
selects companies again. The new worker has no deadline and performs no
retention SQL or directory scan in that state.

## What Changed

- Signal the missing-local-source reconciliation deletion in its
transaction. Limit fresh scans of a successfully observed company to one
per thirty seconds. Keep one-second page continuations and actual saved
deadlines independent. Empty or uncertain passes do not delay first
publication.
- Restart a company scan if drain interrupts inspection or post-rename
trash cleanup. Restore bounded candidate/byte logging with dry-run mode.
Three controlled cases failed before repair and the complete 34-case
retention suite passes afterward.
- Register retention through the delivery coordinator and shared
scheduler. Remove the hourly, startup, and continuation timers from
`index.ts`. Track startup work without delaying readiness. Stop delivery
work before closing retained iterators.
- Keep one active company cursor and bounded 50-entry passes. Preserve
observed deadlines across pages and bound company discovery to 51 rows
per page. Retain concrete company failures and incomplete pins for
retry.
- Report saved grace and terminal controller deadlines from the existing
cache owner. PostgreSQL remains the controller-lease authority.
Current/newest/agent pins do not arm unrelated lease checks.
- Wake on cache publication, rejected materialization, and access
markers. Signal version creation/deletion and agent configuration/hire
changes in their owning transactions. Extend existing instruction,
finalization/environment, and retained-session fanouts with company
hints.
- Route reused provider-task prior-owner retirement through
`writeEnvironmentCleanup`, so that supported pin-release write also
settles a notification.
- Add an optional scope callback to `registerDeadlineWork`. Existing
consumers omit it and keep their behavior. The feature owns persistence
predicates; startup only registers it. Add no table or migration.

Full producer audit, shared-contract explanation, lifecycle evidence,
and limitations:
[`doc/plans/2026-10-27-skill-version-retention-sleep-audit.md`](doc/plans/2026-10-27-skill-version-retention-sleep-audit.md).

## Verification

- Reconciled all existing sleep changes with actual master
`7e27bc5007c8f9cb8cdce06c24f9813e27f7120f` through normal merges. All 24
retention-owned and 95 unrelated upstream paths are preserved; package,
UI, E2E and map trees equal master.
- Combined-source qualification: **1,009 TypeScript cases across 42
complete files**, plus **28 Rust cases** in two targets. One intentional
Linux-inotify-only adapter case is skipped on this macOS host. Coverage
includes actual retention/cache/producer/runtime behavior, startup,
shared deadline consumers, changed OpenCode/observability and native
execution boundaries.
- After the subsequent task-index/task-read upstream merges, **85 cases
across six complete files** passed on final source
`d9277b1858a2230bdb726974c90a0c9bc5c5ebe6`: real retention/cache/work,
task reads/query behavior and concurrent migration repair. Counts
overlap earlier coverage. Fresh PostgreSQL 17 schemas apply all 413
journal entries through index 414.
- Database/adapter/Runner builds, production server and Runner
typechecking, module boundaries, target migration order and generated
TypeScript/Rust release-profile consistency pass. Selected source hashes
and temporary fixture imports restore exactly.
- Reproduced and repaired Greptile's own-company due-cleanup P2 with
identical old-worker-failing/new-worker-passing assertions. The
30-second ordinary scan floor remains; already-due cleanup receives its
owed scan and disarms afterward. Earlier 799-case and fresh-blank-plugin
acceptance remain in the audit.
- **Inherited validation exception:** the separate Copilot
source-identity check fails after upstream OpenCode reserved-environment
changes; all 72 identity inputs equal current master. No provider
release attestation is regenerated or new live qualification claimed
here. Required exact-head CI/security and Greptile 5/5 still must pass.
- Historical results, repair details and limitations remain in [the
retention
audit](doc/plans/2026-10-27-skill-version-retention-sleep-audit.md). No
full local repository-suite, live provider, production-load,
external-alarm, measured suspend/wake or fleet-savings claim.

- CI on the prior published head found four connection-review assertions
racing the concealed conversation after reload. Its fresh
Greptile/Ponytail reviews were both 5/5, but the failing browser gate
was not waived or retried unchanged. The fixture now foregrounds the
task tab and waits for visible history before retaining all existing
saved-result assertions. The full file passes four journeys locally; the
controlled-restart case is intentionally skipped by the default
configuration. Original local journeys also passed unchanged, so no
deterministic local red reproduction is claimed. See the audit for CI
failure artifacts and scope. Runtime and prior sleep-test sources remain
unchanged.

## Risks

- Supported live writers are the existing service/API owners in one
process. Independent SQL/FS writers need an ingress contract. Startup
reconstruction covers restarts.
- Notifications cause a bounded inspection; they do not authorize
deletion. Durable pin predicates and the cache lock remain
authoritative.
- A database clock behind application time can require another
one-second check of the concrete expired controller lease. Unknown pins,
lock contention, and failed inspection retain retries until resolved.
- The in-process scheduler cannot wake stopped compute. This PR
preserves Cloud sleep-safety gates and external-alarm coverage. It does
not prove deployed suspension or fleet savings. Cache reclamation can
wait until a supported wake when compute is stopped.
- Native-harness backup retention and the other remaining duties are
separate stack slices.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
normal Git merges, composition proofs, a controlled red/green regression
and complete PostgreSQL/filesystem integration suites. No subagents were
used in this reconciliation.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 10:14:12 -05:00
ba07f85cad perf: schedule agent timers from durable deadlines (#17876)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/58/changes/paperclip/58
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent timers must start due work and preserve queue admission rules.
> - The server woke their scan on every heartbeat interval, even with no
eligible timer.
> - Idle scans keep the database and instance active.
> - This pull request derives the next deadline from saved policy and
work records.
> - Supported producer transactions notify the shared coordinator when
eligibility changes.
> - An idle timer worker stops scanning and resumes when real work or a
deadline requires it.

## Linked Issues or Issue Description

Refs #17863. This is slice 63 of the recurring-work migration and
follows the merged issue-monitor deadline PR.

Related: #16632 changes timer issue scope; #16881 changes live-run
eligibility. This PR preserves the current admission policy. Those
policy changes are separate work. A future time-sensitive predicate must
expose its next transition deadline.

**What existing behavior does this improve?**

Agent timer heartbeat scheduling in the server.

**Current behavior**

A recurring heartbeat wakes the timer scan even when companies are
paused, timers are disabled, or no actionable task exists.

**Proposed behavior**

Register the earliest eligible interval or positive daily-cap reset
deadline. Re-read on supported producer commits and startup. Leave no
recurring database scan when no timer obligation remains.

## What Changed

- Keep policy and deadline calculation in the heartbeat queue.
Scheduling retains company, reporting-chain, worktree, and CAS gates.
- Use the existing deadline coordinator. Remove only the timer wake from
the server heartbeat loop.
- Notify before existing transaction writes that change eligibility or
deadlines. Cover configuration, lifecycle, company budgets, task
ownership, recovery, conversations, accounting corrections, and
completion.
- Use the lifecycle status-change hook for saved hire rejection. Cover
checkout's second adoption transaction after an initial failed CAS.
- Preserve pending work through idle and maintenance drains. Check
cancellation between due agents. Reconstruct on restart.
- Document the supported writer model and producer inventory. Add no
schema, table, or provider branch.

## Verification

- **1,710 passing cases across 49 complete files**, no skips, on
accepted source `32db86c1974dcbf794f01a8c5e42024e2ad071fc`. Coverage
includes real timer policy/CAS/producers, monitor and shared deadline
consumers, native reconstruction, Slack lifecycle,
skills/settings/configuration, queue isolation and agent lifecycle.
- Database build, production server typechecking/build, module
boundaries, target migration order and Runner profile identity pass.
Twenty-nine fresh PostgreSQL 17 schemas plus per-file fixtures applied
all 412 journal entries through index 413; all selected source hashes
and temporary fixture imports were restored exactly.
- Four new deadline composition cases verify future/overdue timing,
minimum scan spacing and disarming. A controlled mutation dropping only
the inherited continuation option fails; the composed source passes with
identical assertions and timers.
- Normal parent reconciliation preserves task-drain expiry and both
deadline contracts. The final monitor-parent publication changes only
its audit, preserving every qualified runtime and selected test source.
- Historical failures and review corrections remain in [the timer
audit](doc/idle-agent-timers.md). No full local repository-suite, live
provider, measured suspend/wake, external-alarm or fleet-savings claim.
Final-head CI/security, exact-head Greptile 5/5 and actionable Ponytail
findings remain separate merge gates.

## Risks

- Process-local notifications cover supported service/API writers in one
server process. Direct SQL and independent replicas need an explicit
ingress contract. Startup reconstruction is not live cross-process
notification.
- Notifications can batch for up to the configured heartbeat interval.
Known deadlines retain their scheduler path; failed reconciliation
retains bounded retry.
- Enabled timers without an actionable-work requirement remain real
recurring obligations. Zero caps require policy changes; positive
reached caps use UTC midnight.
- The timer fixture substitutes adapter enqueue. Existing admission
tests also pass, but this is not deployed provider or sleep
qualification.
- Cloud does not gain legacy agent timer alarms in this PR. Existing
sleep-safety blockers remain. No database/host suspension or fleet
savings claim is made.
- Parent-stack CI and review must pass before merge. This PR does not
authorize merging its dependencies.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
normal Git merges, composition proofs, a controlled red/green regression
and complete PostgreSQL integration suites. No subagents were used in
this reconciliation.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 08:58:27 -05:00
0f6f0a3fee fix(server): schedule issue monitors without heartbeat polling (#17863)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/56/changes/paperclip/56
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue monitors save a future check on an existing issue.
> - The heartbeat timer still scans monitors on every tick, even when
none are due.
> - The saved deadline and claim already provide durable scheduling
state.
> - This pull request gives monitors their own deadline worker and
connects state changes to it.
> - Idle monitor work stops querying. Existing admission and recovery
rules remain in force.

## Linked Issues or Issue Description

Refs #17840, #16325. Related: #17171 addresses rearming a monitor after
its admitted run fails. This PR changes when monitor inspection runs and
follows the merged routine prerequisite.

**What existing behavior does this improve?**

Issue-monitor scheduling and idle database use.

**Current behavior**

Heartbeat ticks call the combined agent and monitor sweep. The existing
next-deadline query only retains future monitors. Polling covers overdue
leftovers, stale claims, and changes that make a saved monitor eligible.

**Proposed behavior**

Use the shared deadline worker. Retain overdue work with bounded
retries. Wake after committed changes to monitor state, issue
eligibility, company state, or native ownership. Keep legacy agent ticks
separate for the next slice.

## What Changed

- Add monitor-specific sweep and deadline methods to the existing
scheduling owner. Keep the manual combined method.
- Include overdue work and the strict five-minute claim fence. Exclude
active native owners until their state changes.
- Register monitors with the shared deadline worker. Heartbeat ticks
wake only the legacy agent timer worker.
- Connect direct issue-state writers and existing execution-control
notifications to monitor work. Checkout uses a short transaction around
its existing CAS. Provider work stays outside it.
- Add real database lifecycle tests and retain routine, startup,
admission, execution-control, and native-projection coverage.
- Record the obligation, producer inventory, recovery behavior, and
limits in `doc/plans/2026-10-27-issue-monitor-sleep-audit.md`.

## Verification

- **1,233 passing cases in 35 complete files**, no skips, on accepted
source `c24aadfc91e9394d73c799f9e05fc67202160557`. Coverage includes
real monitor scheduling/admission, native settlement, committed
producers, retained routines and all shared deadline consumer
integration suites.
- Database build, production server typechecking/build, module
boundaries, target migration order and Runner profile identity pass.
Twenty-four fresh PostgreSQL 17 schemas plus per-file fixtures applied
all 412 journal entries through index 413; every selected source hash
and temporary fixture import was restored exactly.
- Normal parent reconciliation preserves master's admitted-wake result
and scoped issue deletion while keeping committed monitor notifications.
All other paths match the automatic merge; packages remain byte-exact to
the qualified parent. The final routine-parent publication changes only
its audit.
- Historical failures and corrections remain in [the monitor
audit](doc/plans/2026-10-27-issue-monitor-sleep-audit.md). Old
delegated-Slack rate and Runner drain CI failures are retained; the
current inherited clock fixture and package source are byte-identical to
merged #17835. Fresh final-head CI remains required.
- No full local repository-suite, live provider, deployed suspend/wake,
external-alarm, production-load or fleet-savings claim. Final-head
CI/security, exact-head Greptile 5/5 and actionable Ponytail findings
remain separate merge gates.

## Risks

- A missing producer notification can strand a monitor after polling is
removed. The audit covers ordinary writes, direct status/assignment
writers, recovery, and native ownership changes.
- The writer model is process-local. Independent SQL writers and other
replicas need a supported notification or reconciliation contract.
- Overdue work uses the configured heartbeat interval as a retry floor
for the monitor worker. New notifications during that backoff wait for
its next pass. Normal state-change bursts coalesce for one second.
- Notification fanout can inspect monitors during other active work. An
unchanged idle subsystem has no recurring monitor scan.
- The legacy agent timer still polls. Cloud sleep proofs and external
alarm coverage are unchanged.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
ordinary Git merges, composition proofs, PostgreSQL fixtures and
complete local integration suites. No subagents were used in this
reconciliation.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 08:40:56 -05:00
929e840595 fix(server): schedule routines without heartbeat polling (#17840)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/47/changes/paperclip/47
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines create work at saved cron deadlines.
> - The heartbeat still wakes the routine worker when nothing is due.
> - Its old next-deadline query also drops overdue work left by capped
catch-up.
> - Removing the heartbeat alone can strand that work and miss company
reactivation.
> - This pull request uses saved deadlines and committed producer
changes.
> - Idle routine scheduling stops querying until a change, retry, or
real deadline.

## Linked Issues or Issue Description

Refs #16514. Merged prerequisite: #17836. Related Cloud wake contract:
#16215.

**What happened?**

Every heartbeat wakes the routine scheduler. The next-deadline query
excludes overdue triggers. A 27-tick hourly backlog loses its deadline
after the first 25-run pass. Company and budget lifecycle changes also
lack routine schedule signals.

**Expected behavior**

Use the actual next saved deadline. Retain overdue work. Refresh after
supported producer transactions commit. Keep idle schedules quiet
between obligations.

**Steps to reproduce**

1. Create an hourly routine with capped catch-up and 27 overdue ticks.
2. Run the registered worker once. The base processes 25 ticks and
reports no next wake.
3. Create a future schedule and pause or reactivate its company. The
base does not refresh its registered deadline until another wake.

## What Changed

- Remove only the routine worker wake from the heartbeat tick.
- Put routine eligibility and the next-deadline read in
`routineService`. Include overdue triggers. Keep trigger/routine company
scope consistent and require an active company.
- Reuse `registerDeadlineWork` for retries, request generations, and
passive drain behavior. Narrow its coordinator type to the `register`
method it uses. Existing consumers keep the same runtime behavior.
- Signal routine work from manual schedule invocation, company
pause/resume/archive/delete, and budget-induced company pause/resume.
Existing routine and trigger producers retain their transaction signals.
- Stop between trigger batches during drain/shutdown. Finish a claimed
batch so its advanced timestamp does not discard admitted work.
- Add real PostgreSQL lifecycle tests and extend startup/query fixtures.
Add a validated external database option to the company suite, including
migrations and client closure.
- Record producer coverage and limits in
`doc/plans/2026-10-27-routine-schedule-sleep.md`.

## Verification

- **417 passing unique cases across 14 complete files**, no skips, on
accepted source `4659ef76d398193b15e7812d4a97f3da3b743226`. Coverage
includes the real deadline worker, database eligibility queries, routine
services/HTTP/routes/plugins, budget/company producers, git/device
fixtures, startup and shared coordinator.
- The first combined run passed 416 cases and had one UUID HTTP
authorization timeout at its unchanged 20-second limit. One fresh
complete 13-case E2E diagnostic passed (the affected case took 425 ms).
No assertions, timeouts or production source were changed; the initial
timeout's cause is not established.
- Database build, production server typechecking/build, module
boundaries, target migration order and Runner profile identity pass.
Fresh PostgreSQL 17 fixtures applied all 412 journal entries through
index 413; all selected test hashes and temporary fixture imports were
restored exactly.
- Normal parent merges preserve the tested production and test source.
Historical acceptance and review corrections remain in [the routine
audit](doc/plans/2026-10-27-routine-schedule-sleep.md).
- No full local repository-suite, deployed suspend/wake, external alarm,
live provider or fleet-cost claim. Final-head CI, security, exact-head
Greptile 5/5 and actionable Ponytail findings remain separate merge
gates.

## Risks

- Company pause now prevents due routine claims, matching the prior
deadline query. Rows remain saved for reactivation. Existing routine
reactivation, project-pause skip records, cron, timezone, catch-up, and
concurrency policies remain with the routine owner.
- Signals cover supported service writers in one process. Independent
SQL writers and other replicas need their own integration.
- This proves worker quiet, not host/database suspension or fleet
savings. Cloud idle proof and external wake coverage are unchanged.
- Issue-monitor and legacy-agent-timer polling remain separate duties.
This slice does not finish the full migration stack or its CI/review
work.

## Model Used

OpenAI Codex (GPT-6-based coding agent), using repository inspection,
ordinary Git merges, source-composition proofs, PostgreSQL fixtures and
local lifecycle tests. No subagents were used in the current
reconciliation.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 08:08:04 -05:00
fa5e70faf4 fix(server): schedule automatic backups through shared lifecycle (#17836)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/39/changes/paperclip/39
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages agent work and its durable state.
> - Automatic database backups protect that state on a configured
schedule.
> - Their independent interval is outside the shared deadline and
shutdown lifecycle.
> - An enabled backup schedule owes real work even when no queue
changed.
> - The existing coordinator can own this deadline without another table
or notification protocol.
> - This change preserves backup policy and moves scheduling into that
shared lifecycle.

## Linked Issues or Issue Description

Refs: #17835. Related work: #11756 (abortable backups), #3549
(stale-backup catch-up), #2120 (interval unref), #16364 (bounded
shutdown steps). This slice changes scheduling; it does not implement
those separate features.

**What existing behavior does this improve?**

Automatic database backup scheduling and shutdown ownership.

**Current behavior**

A standalone interval invokes backups, skips drain and warm standby, and
is not registered with the shared work scheduler. Its future deadline is
invisible there. The interval is not cleared or joined by the delivery
coordinator during shutdown.

**Proposed behavior**

Register the configured backup deadline with the shared coordinator.
Call the existing backup owner only when due. Keep the startup-relative
phase, skip missed slots, retain the next interval after failure or a
busy-owner skip, and join active scheduled work on shutdown.

**Reason and benefit**

One scheduling lifecycle owns overlap, admission, deadlines and
shutdown. Waiting does not query the database. This is a true periodic
obligation, so enabled backups still recur; it is not an empty-queue
polling removal or a claim of measured savings.

This existing slice now follows the merged import-spool parent #17835
and targets master. Merge authorization and exact-head CI/review gates
are tracked separately.

## What Changed

- Add a small backup scheduling owner using the existing coordinator and
scheduler.
- Replace the automatic-backup interval in startup. Register only when
backups are enabled, independently of heartbeat scheduling.
- Preserve the existing backup executor, manual serialization, retention
reads, pre-sleep verification, restart marker and host-sleep gates.
- Test deadlines, drain/standby, failures, busy-owner skips, slow
attempts, restart and shutdown. Update startup-marker tests to exercise
the registered deadline.
- Record the audit and update inventory item 15. No schema or backup
format changes.

## Verification

- Current source acceptance: **130 passing cases in four complete
files**, no skips: backup worker, startup checkpoints, scoped deadline
work and delivery coordinator. Database build, production server
typechecking/build, module boundaries, target migration order and Runner
profile identity pass.
- Runtime and all four selected test sources are byte-identical to
accepted source `11775eee7ed795b989cbb31052e69643c468c3cf` after normal
parent reconciliation. The parent carries the tool-access test-order
repair; it changes no backup behavior.
- Historical broader checks and the real JavaScript backup/restore
probe, including their intermediate failures and limits, remain in [the
backup audit](doc/plans/2026-10-26-database-backup-sleep-schedule.md).
They are not claimed as repeated current-head acceptance.
- No full local repository-suite, deployed suspend/wake, pg_dump, live
provider or cost-savings claim. Final-head CI, security, Greptile 5/5
and any actionable Ponytail findings remain separate merge gates.

## Risks

- Enabled backups still require periodic database and disk work. This
change centralizes the deadline; it does not reduce backup frequency or
establish deployed cost savings.
- The backup engine has no AbortSignal contract. Coordinator stop joins
an active scheduled backup, so a stalled backup can delay graceful
shutdown. Bounded backup cancellation remains separate work.
- Restart still starts a new ordinary interval; it does not replay
historical slots. The existing pre-sleep marker still requests an
immediate verified restart backup and persists on failure.
- A due backup waits during drain or standby and retries on the next
coordinator attempt after admission reopens, within one configured
interval.
- The internal deadline is not a persisted Cloud alarm. Existing
scheduled-backup and checkpoint sleep gates remain unchanged. The real
probe qualifies the JavaScript engine only, not pg_dump or deployed
shutdown latency.

## Model Used

OpenAI Codex (GPT-6-based coding agent). Repository inspection, ordinary
Git merges, source-composition proofs and local lifecycle tests were
used for this reconciliation. No subagents were used in the current
merge campaign.

## 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 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
- [ ] 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 07:55:53 -05:00
c8b7afee06 fix(server): schedule native environment lease settlement (#17801)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/24/changes/paperclip/24
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages AI agents and the resources used by their work.
> - Native run completion has several independent settlement duties.
> - The recurring run reaper repeated environment-release discovery for
completed native history.
> - Existing lease rows already record releases that still need work.
> - This pull request wakes the existing release owners from committed
changes and schedules only unfinished release debt.
> - Completed history becomes quiet while stop evidence, workspace
preservation, and retention policy keep their existing owners.

## Linked Issues or Issue Description

Refs: #17793, #17717.

**What problem does this solve?**

Periodic native finalization replay calls environment release even when
no lease needs work. This adds recurring database traffic to an idle
instance.

**What is the proposed solution?**

Register one scoped worker on the existing delivery coordinator.
Discover work from native finalizations and existing environment leases.
Wake it from native, lease, and settings transactions. Keep the release
owner's saved pending-cleanup deadlines. Keep retries only while a
concrete lease still needs settlement.

**What alternatives have you considered?**

A slower unconditional scan still queries idle history. A new job table
duplicates existing lease truth. Replacing the compound callback would
also change runtime-service and agent-status duties; those remain
separate slices.

This is slice 58. Parent #17793 has merged. This publication targets
master and preserves that landed prerequisite. Fresh current-head checks
and review remain required.

## What Changed

- Keep ordinary company-only finalization hints out of environment
settlement. Prove zero candidate SQL after quiet and preserve real lease
delivery.

- Reuse the existing durable destroy claim for run-owned cleanup,
excluding concurrent attempts and fencing late receipts while preserving
cleanup recovery.

- Scope lease cleanup notifications to their company/run so settlement
does not rediscover the entire backlog after each release.

- Read only `nativeWorkspaceSync` and `workspaceExportRetry` JSON fields
when discovering environment cleanup. Preserve saved run data and
existing release decisions.

- Reuse the environment runtime's release predicate for discovery. Add
no table or independent timer.
- Wake from existing finalization, projection, lifecycle, recovery,
lease, and settings transaction boundaries. Simple lease acquisition now
uses a transaction too.
- Preserve recorded retention policy, pending-cleanup deadlines,
original lease/provider ownership, and current release guards.
- Re-read durable lease state after a release. A logged or swallowed
per-lease failure does not discharge the obligation.
- Delegate only periodic environment release. Preserve default
live/manual behavior, runtime-service release, and agent-status
callbacks.
- Add an owner/producer/lifecycle audit and real database tests.

## Verification

Accepted production source: `9596fa022b57feea026c4728c80bdc36037b804f`.
Publication head: `fb252c8b0e52ce355e7d98db2e392e4831f99c61`. The actual
parent squash is adopted by a normal merge with the complete accepted
child tree unchanged. Only audit text follows.

- **4,172 distinct cases in 64 complete server files pass**, plus **20
selected chat cases** (4,192 selected total). The main batch reports
3,440 passes and 49 skips. Both complete Stop/read files then pass 51 +
6 cases on separate fresh databases through their supported override.
Their eight pure cases are counted once; skipped cases are never counted
as passes. Separate process recovery passes 410; review response passes
273. The other 1,794 chat cases were not run locally.
- **Quiet producer proof:** the controlled unscoped baseline fails with
three candidate SELECTs after three routine company-only hints. The
scoped case performs zero, releases a real eligible committed-run lease,
and returns to quiet. The same test hash spans red and green.
- **Static gates pass:** database build; server typecheck/build; module
boundaries; migration order; current Copilot profile identity. Packages
equal the accepted parent byte for byte.
- **Fresh fixtures:** 39 prepared PostgreSQL 17 databases plus fresh
helper-owned databases. The schema has all 412 journal entries through
index/tag 0413_tired_kronos. All 65 original test hashes restore
exactly; the indirect Stop fixture is also hashed. No assertion or
timeout changes.
- **Preserved records:** original 49 skips and their completed coverage
remain documented. Parent handoff timeout and prior chat-idle failure
records remain in their owning audits. This does not claim full
repository, full chat, live provider, or deployed sleep acceptance.
- [Current integration and native lease
audit](https://github.com/paperclipai/paperclip/blob/fb252c8b0e52ce355e7d98db2e392e4831f99c61/doc/plans/2026-10-26-native-environment-settlement-sleep.md#current-master-integration-and-native-lease-quiet-proof-2026-10-29).
Fresh CI, security, and exact-head Greptile 5/5 must pass before merge.

<details><summary>Earlier revision verification and failure
history</summary>

Receiver failure fairness: a controlled 1,100 ms batch reproduced a
30-second delay for healthy due receivers. The worker now supplies its
existing per-item deadline through `nextRunAtOnError`. All 20 receiver
lifecycle tests pass on the owner and combined tip
`31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production
typechecking passes on the owner. The failed receiver retains its own
backoff, and settled receivers return to zero recurring SQL. The
five-second assertion budget is unchanged. See [the owning
audit](https://github.com/paperclipai/paperclip/blob/6f3a0b8de149fb5620f15909473eb7c4455b9824/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch).
Current-head CI and review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/ae9bff1c06e34702f64a399e58b45a657c133bd1/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Inherited voice-cleanup verification: the controlled slow-provider
regression and all 13 lifecycle tests passed on its owner and combined
tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only
the fixture clock advancement and its audit note.

Current head: `6f3a0b8de149fb5620f15909473eb7c4455b9824`. This remains a
single-duty PR stacked on #17793.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/7e619453567e078a7d745f28bfe8e5ede571f282/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-native-environment-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/7e619453567e078a7d745f28bfe8e5ede571f282/doc/plans/2026-10-26-native-environment-settlement-sleep.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.


</details>

## Risks

- Existing lease owners retain destruction claims, provider identity,
stop evidence, retention policy, and pending-cleanup deadlines.
Incorrect changes here can release a live resource or lose a cleanup
obligation.
- Logged or swallowed release failures remain concrete debt. Real
retries must retain their saved floor across unrelated hints.
- In-process signals do not cover independent SQL or other replicas
without ingress.
- This delegates only periodic environment settlement. Runtime-service
and agent-status duties remain separate. Existing Cloud blockers remain;
no deployed sleep, database suspension, external alarm coverage, or cost
savings is claimed.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, real
PostgreSQL tests, and GitHub tools. The exact runtime model identifier
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 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
- [ ] 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 06:37:48 -05:00
829f9e7eaf fix(server): settle Muse terminal assignments from committed changes (#17793)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/12/changes/paperclip/12
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its external-agent module owns Muse assignments, operation receipts,
and worker holds.
> - Running assignments and retained terminal history must not cause an
empty maintenance scan every five seconds.
> - Terminal run changes and operation results already have durable
database transactions.
> - This pull request wakes the existing maintenance worker from those
commits and reconstructs work at startup.
> - The worker retries only concrete settlement debt. It retains
qualification deadlines and authority checks.

## Linked Issues or Issue Description

Refs: #17772. This is slice 57. Parent #17772 has merged.
Related: #17000, #17525, #17752, #17758. The publication targets master
and preserves the merged parent.

**What existing behavior does this improve?**

Muse terminal assignment settlement and the existing Muse maintenance
worker.

**Current behavior**

A running assignment can keep maintenance scanning every five seconds.
Terminal reconciliation rewrites unchanged history. Native finalization
also calls that reconciliation during periodic replay. Discovery
excludes a revoked original binding even when its assignment still needs
settlement.

**Proposed behavior**

Committed run changes and operation receipts wake the existing worker
with the original company, run or binding identity. Startup reconstructs
actionable work from existing rows. Maintenance processes bounded
batches and disarms after settlement. Default live and manual callbacks
remain. The periodic callback delegates this one duty.

**Reason and benefit**

Configured but idle instances stop querying for this obligation. Late
receipts, restarts, drain and historical bindings still have recovery
paths. No table or independent timer is added.

**Breaking changes**

No schema, endpoint or provider protocol changes. Explicit manual
reconciliation retains its unbounded default. This does not alter Cloud
sleep admission or claim that all instance work can sleep.

## What Changed

- Add an owner predicate shared by discovery and locked settlement.
Fenced private-worker uncertainty remains held without an automatic
retry loop.
- Preserve original binding generation and company/agent/run identity,
including revoked bindings. Fence only the terminal assignment during
reconciliation.
- Extend existing maintenance with scoped hints, bounded batches,
concrete-debt retry, startup reconstruction and quiet drain behavior.
- Register notifications inside existing terminal, projection,
cancellation, operation-result and send-failure transactions. Keep
qualification and OAuth signals explicitly global when coalesced with
scoped changes.
- Serialize only four domain IDs. Real native-finalizer tests caught and
prevent a circular-object serialization failure at this boundary.
- Use existing restore/worktree suppression and settings reactivation.
Delegate both periodic finalizer branches while retaining resource
callbacks and default live/manual settlement.
- Add the producer audit and regression evidence in
`doc/plans/2026-10-26-muse-terminal-settlement-sleep.md`.

## Verification

Accepted production source: `584015018ed4a9d57d2b0f192b75847503b54e53`.
Publication head: `305014b030d6c5eb891c70bc57036f4192d4fdad`. Normal
adoption of the actual parent squash preserves the complete accepted
child tree. Only audit text, a migration-count clarification, and the
proved Photon test extension follow.

- **3,715 distinct cases in 52 complete server files pass**, plus **20
selected chat cases** (3,735 selected total). The main 49-file batch
passes 3,008; process recovery passes 410; review response passes 273;
the full Photon file passes 24. The other 1,794 chat cases were not run
locally.
- **Quiet producer proof:** moving only the Muse fanout outside its
parent guard produces six candidate SELECTs and fails the regression.
Keeping the guard yields zero and still settles a real terminal run. The
same test hash spans the controlled red/green pair.
- **Photon review evidence:** repeated active callbacks produce zero
settlement hints/candidate SQL. Three concurrent attention recoveries
produce exactly one of each. The existing locked attention guard was
correct; production needed no fix. The parent security check accepted
the resolved finding before merge. This PR keeps the additional
settlement queue in the existing regression.
- **Static checks pass:** database build; server typecheck/build; module
boundaries; migration order; current Copilot identity. Packages equal
the accepted parent byte for byte. No new live provider qualification is
claimed.
- **Fixtures and failures:** 34 fresh PostgreSQL 17 fixtures have 412
applied migration receipts through tag 0413_tired_kronos, plus fresh
per-call helper fixtures. All 52 original test hashes restore exactly.
The additional Photon test hash matches its passing proof. Earlier
remote chat passive-idle failure remains recorded; both passive/missing
cases pass in the new selection. Parent handoff timeout/fresh-file-pass
accounting remains in its audit. No assertion or timeout was weakened.
- [Integration and quiet producer
audit](https://github.com/paperclipai/paperclip/blob/305014b030d6c5eb891c70bc57036f4192d4fdad/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md#current-master-integration-and-quiet-producers-2026-10-29).
Fresh CI, security, and exact-head Greptile 5/5 must pass before merge.

<details><summary>Earlier revision verification and failure
history</summary>

Receiver failure fairness: a controlled 1,100 ms batch reproduced a
30-second delay for healthy due receivers. The worker now supplies its
existing per-item deadline through `nextRunAtOnError`. All 20 receiver
lifecycle tests pass on the owner and combined tip
`31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production
typechecking passes on the owner. The failed receiver retains its own
backoff, and settled receivers return to zero recurring SQL. The
five-second assertion budget is unchanged. See [the owning
audit](https://github.com/paperclipai/paperclip/blob/f7477933469fdc960f555425dce66eff25a94e54/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch).
Current-head CI and review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/bbd31dea5ef3a4875950a87b4636af8b6bde858e/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Inherited voice-cleanup verification: the controlled slow-provider
regression and all 13 lifecycle tests passed on its owner and combined
tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only
the fixture clock advancement and its audit note.

Current head: `f7477933469fdc960f555425dce66eff25a94e54`. This remains a
single-duty PR stacked on #17772.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-muse-terminal-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/ff196791db6dada2dc04ea9db0d58c5c3beb4a41/doc/plans/2026-10-26-muse-terminal-settlement-sleep.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.


</details>

## Risks

- In-process signals do not capture independent SQL or other replicas.
Supported external events still need ingress.
- Pending assignments and operation receipts retain their original
binding identity. A new agent configuration cannot take their ownership.
- Genuine qualification, OAuth, and recovery deadlines remain
obligations. They must not be discarded merely to make the worker quiet.
- The parent coarse-hint guard prevents recurring Muse discovery; real
company/binding authority changes retain their signals.
- No full local repository suite, full chat suite, live Muse or Copilot
qualification, deployed sleep, database suspension, external alarm
coverage, or cost savings is claimed. Existing Cloud blockers remain.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, real
PostgreSQL tests, and GitHub tools. The exact runtime model identifier
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
- [ ] 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 06:18:40 -05:00
4d0847c4ca fix(server): settle external conversations from committed work (#17772)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/6/changes/paperclip/6
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages AI agents and the tasks that they execute.
> - External conversations must become idle after an authorized response
is published and all related work is complete.
> - Native replay and stranded-task recovery still discover this
settlement work through recurring scans.
> - A new deadline worker must preserve response ordering, monitor
handoffs, and unfinished work.
> - This pull request gives settlement one shared readiness predicate
and activates its worker from committed changes.
> - Existing rows provide recovery truth. No new table or per-feature
timer is added.
> - The benefit is a settlement worker that becomes quiet and resumes
when relevant work changes.

## Linked Issues or Issue Description

Refs #17758. This is slice 56. Slice 55 has merged. Related: #17606
(chat milestones), #17663 (bounded run reads), #17665 (monitor proof),
and #13809 (answered Slack conversation lifecycle). The provider
applicability remains Slack and Speko-owned conversations. This does not
extend Telegram settlement from #16559.

**What happened?**

Conversation settlement depended on periodic native replay and generic
task recovery. An exhausted monitor also cleared its schedule before
recovery admission. During that gap, an answered conversation could look
finished. Failed or deferred admission lost the monitor schedule.

**Expected behavior**

Relevant committed changes activate settlement. The worker uses the
owning service's evidence and becomes quiet when no settlement is owed.
Monitor recovery stays pending until admission, and restart does not
admit an already accepted recovery twice.

**Steps to reproduce**

1. Create an active external conversation with a successful run and an
authorized published response.
2. Keep execution, approval, a goal, or a monitor pending. Let the
settlement worker become quiet.
3. Resolve that prerequisite through its owning service. Verify that the
conversation settles without another periodic sweep.
4. Delay or fail exhausted-monitor recovery admission. Verify that the
monitor remains pending and the conversation cannot settle during the
handoff.

**Paperclip version or commit**

Accepted production source: `50f4432ed88537b8d522cf1dce24c33588db0bac`.
Parent #17758 merged as `8ac5a128e66fb672e88106412f76cf278599bfc4`. The
publication adopts that actual squash through a normal merge with an
unchanged complete child tree.

## What Changed

- Preserve quiet after coarse company-only maintenance hints. The shared
inbound-notice and response-availability helpers keep settlement enabled
by default. Only the milestone dispatcher suppresses their duplicate
settlement fanout. Its scoped issue-review signal and the explicit
company-authority signal still wake real work. Four database cases prove
both quiet and real company-wide producer delivery.
- Preserve source-generation checks for chat handoff,
task-before-comment locking, issue-scoped decision invalidation, and
current conversation event columns from master.
- Track initial external conversation settlement through shutdown
without blocking HTTP readiness on endpoint or task locks.

- Reuse the real queue's coalesced recovery receipt after restart,
without admitting the same monitor recovery again.

- Share the existing conversation readiness predicate between bounded
discovery and locked settlement. Preserve current provider policy,
run/publication proof, company boundaries, and endpoint-to-issue lock
order.
- Register a scoped deadline worker through the delivery coordinator.
Preserve startup, restore/worktree suppression, drain/resume, failure
recovery, and joined shutdown.
- Extend existing review, milestone, wake-notice, and finalization
signals. Add notifications at independent issue, comment, goal, session,
and wake-receipt unblocks.
- Keep monitor owner recovery pending until guarded admission. Reuse an
accepted receipt for the same monitor schedule after restart, even when
its limit reason changes; retain compatibility with legacy receipt keys.
Commit board escalation and its monitor clear together.
- Delegate periodic native settlement while preserving resource
callbacks. Keep direct/manual defaults and preserve generic recovery
ordering with a read-only readiness guard.
- Add the producer and lifecycle audit in
`doc/plans/2026-10-26-external-conversation-settlement-sleep.md` and
update the stack ledger.

## Verification

Accepted production source: `50f4432ed88537b8d522cf1dce24c33588db0bac`.
Publication head: `b256bb52647affd9f5279ea8c40f48bbe40f031f`.
The complete accepted child tree stays unchanged when adopting merged
parent #17758. This publication adds only the audit document.

- **3,129 distinct cases in 37 complete server files pass**, plus **18
selected chat-response cases** (3,147 selected cases). The other 1,796
chat cases were not run locally. Full settlement, queue, scheduling,
run-state, goals, interactions, task Retry, decision targets, status
reassessment, workspace, process recovery, and review consumers are
covered.
- **Preserved failure:** the first 35-file command passed 2,445 cases
and timed out one restored-work handoff at its existing 15-second limit.
That aggregate command failed. The unchanged full 89-case actions file
then passed on a fresh fixture; the affected case took 22 ms. Root cause
was not established. No timeout or assertion changed. The 34 other files
passed originally. Distinct counts exclude duplicate actions passes.
Fresh CI remains a separate gate.
- **Indirect wake regression:** the original unconditional baseline
failed two quiet checks. Guards alone left the chat case failing with
three candidate queries. The final controlled indirect baseline fails
one of four cases; the repair passes all four with the same test hash.
Positive controls preserve real company-only producers.
- **Source and fixture controls:** all 38 selected test files restore to
their exact committed hashes after fixture imports. Fresh PostgreSQL 17
fixtures use 413 migrations. All five manual merge resolutions preserve
current authority, locking, and event-column contracts.
- **Static checks pass:** database build; server typecheck and build;
module boundaries; migration order; Copilot profile identity. Runner
packages equal the accepted parent byte for byte. No new Runner/package
qualification is claimed.
- [Current integration and wake
audit](https://github.com/paperclipai/paperclip/blob/b256bb52647affd9f5279ea8c40f48bbe40f031f/doc/plans/2026-10-26-external-conversation-settlement-sleep.md#current-master-integration-and-indirect-wake-audit-2026-10-29).
Latest-head CI and exact-head Greptile 5/5 must pass before merge.

<details><summary>Earlier revision verification and preserved failure
history</summary>

Receiver failure fairness: a controlled 1,100 ms batch reproduced a
30-second delay for healthy due receivers. The worker now supplies its
existing per-item deadline through `nextRunAtOnError`. All 20 receiver
lifecycle tests pass on the owner and combined tip
`31c12f1d68ff4a51e06fc2be2abf2c2aee9f9d3a`; server production
typechecking passes on the owner. The failed receiver retains its own
backoff, and settled receivers return to zero recurring SQL. The
five-second assertion budget is unchanged. See [the owning
audit](https://github.com/paperclipai/paperclip/blob/83204a67880d980cfbea3771cee19a3cda0022b7/doc/plans/2026-10-25-chat-receiver-discovery-sleep-audit.md#healthy-receiver-progress-after-a-slow-failed-batch).
Current-head CI and review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/ef9ae5767430d0093efc736ae0b303ba5afaae65/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Inherited voice-cleanup verification: the controlled slow-provider
regression and all 13 lifecycle tests passed on its owner and combined
tip `ab22d8ed0c09028315607414b83b375e5cc0a60a`. That repair changed only
the fixture clock advancement and its audit note.

Current head: `83204a67880d980cfbea3771cee19a3cda0022b7`. This remains a
single-duty PR stacked on #17758.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/d6d8e4ffa6b330ebf4647aec997ee2dde6abc321/doc/plans/2026-10-24-recurring-server-sleep-stack.md),
[2026-10-26-external-conversation-settlement-sleep.md](https://github.com/paperclipai/paperclip/blob/d6d8e4ffa6b330ebf4647aec997ee2dde6abc321/doc/plans/2026-10-26-external-conversation-settlement-sleep.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.


</details>

## Risks

- Signals cover supported in-process writers. They do not supply change
capture for independent SQL or other replicas.
- Real company-wide changes can inspect active candidates. Coarse
maintenance hints do not activate settlement. Configured idle and
retained history must remain quiet.
- Monitor receipt binding and admission order must preserve company,
agent, issue, and exact schedule identity. Current parent handoff locks
and source-generation checks remain intact.
- The local restored-work timeout is retained above. A fresh full-file
pass does not establish its cause; latest-head CI must also pass.
- Generic recovery and Muse/resource duties remain separate slices. This
does not make the whole server idle. Existing Cloud sleep blockers
remain. No deployed sleep, database suspension, external alarm coverage,
fleet cost, or live provider qualification claim is made.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, PostgreSQL
tests, and GitHub tools. The exact runtime model identifier 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
- [ ] 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 06:02:43 -05:00
8ac5a128e6 fix(server): resolve native finalization notices from committed wakes (#17758)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native finalization can commit before its recovery notice is
resolved.
> - The periodic orphan pass revisits committed runs to resolve those
notices.
> - Retained completed history should not require repeated discovery.
> - This PR moves that one duty to transaction wakes and concrete
failure retries.
> - Existing notice rows reconstruct work after restart. The action
service still owns resolution.
> - Other completion and resource duties keep their current recovery
paths.

## Linked Issues or Issue Description

Refs #17752 (stack parent: committed run projection), #17748
(accepted-result commit), and #17734 (workspace finalization). These are
distinct recovery obligations. This slice incorporates parent #17752 at
`a49a2dac13b0e1c19da5d3d6b435c781703b1c0b`, now merged as
`50fe32684d2d4e1db129e3c1bb455571344a0c09`. Related #17724 retires
obsolete exact-session notices for terminal runs with no result and
preserves their replay hold. This slice resolves notices after a result
committed; it does not change that no-replay policy.

**Current behavior**
Committed native finalization recovery repeatedly inspects active
watchdog notices. A notice can also be updated in place to describe a
different run, so resolving a previously selected ID alone is unsafe.

**Proposed behavior**
Wake a scoped worker from relevant committed writes. Reconstruct active
finalization notices at startup. Resolve only the current notice after
the native owner rechecks its binding under lifecycle locks. Stop
scheduled work when no matching obligation remains.

**Reason and benefit**
Notice recovery becomes quiet after settlement and reacts to real
changes without a polling delay. Reused notices remain attached to their
current incident. This does not claim that every remaining server duty
or the host can sleep yet.

## What Changed

- Track the initial recovery-notice sweep through shutdown without
blocking HTTP readiness on task locks.
- Require issue/run scope for ordinary finalization fanout. Routine
company-only hints leave dormant notices quiet; dedicated owner and
explicit settings signals retain their scopes.

- Extract the native finalization notice predicate and resolution owner.
Keep the existing recovery-action service responsible for writing the
resolution.
- Bind candidates by company, issue and run. Require a committed result
and an active or escalated finalization notice. Exclude held ownership,
pending status effects and unfinished run projection.
- Recheck coordinator, issue, run and matching actions under locks. A
newer incident cannot be resolved from a stale candidate snapshot.
- Use the shared scoped worker, transaction signals, retry backoff and
lifecycle handling. Add no table, per-feature timer or provider branch.
- Signal action insertion, update, supersession and resolution;
finalization and effect changes; run projection and ownership release;
issue changes; settings activation; and the recovery route that reopens
an action.
- Preserve no-op resolution quiet. Serialize only the three supported
notification IDs, even when a caller supplies a larger internal object.
- Delegate only notice resolution from the periodic path. Keep
manual/default finalization and other completion/resource work.
- Add real PostgreSQL producer, concurrency and lifecycle coverage and a
detailed audit.

## Verification

- Current local source `730e00a7b007a36d188ca0a328ef050d3a25d1ee`
incorporates the parent with a normal merge. All 1,209 parent-only,
eight owned-only and 12 automatic shared paths are preserved. The two
manual paths retain both chat import sets and scope the new notice
fanout. The entire package tree matches parent profile 80 byte-for-byte.
- Controlled real-database regression: original notice-only unscoped
fanout produces three candidate SELECTs for routine company hints. The
same zero-query assertion passes after restoring scoped fanout. The real
notice writer then creates and resolves an action for a committed run
and returns to quiet. Both phases restore production bytes exactly; the
22 cases outside this focused pattern are not counted as passing there.
- The complete main command passes **1,873 cases in 21 files**, without
skips, in 309.69 seconds. It includes all 23 notice-worker cases, full
presentation/ownership read coverage, 88 startup cases, and the
projection/result/physical-work consumers. Process recovery passes 410
in 163.54 seconds and external-chat response passes 273 in 53.48
seconds. Total complete-file acceptance: **2,556 cases in 23 complete
files**, with no skips. The additional focused chat selection passes 18
cases in 13.44 seconds; 1,796 unselected chat cases do not count. Total
selected passes: **2,574**. Normal merge
`a0f2b3f4348b078219a53d8cc135c84202ba505e` adopts actual parent ancestry
with this complete tested child tree unchanged.
- The chat selection covers the real reply/notice row-lock regression,
Slack and Telegram response recovery, current-authority denial cases,
exact canonical response binding and internal GitHub attachment
navigation. Other cases in the giant chat file remain unselected; this
is not full chat-suite acceptance.
- Production server typecheck, build, module boundaries, migration order
and source identity checks pass. Twenty dedicated PostgreSQL 17
databases use the unchanged migration 413 schema. Embedded-only
invocations use the existing fresh-per-call recovery helper. All
temporary imports restore exactly and all 24 selected test hashes match
after completion. No assertion or timeout is relaxed.
- Parent package acceptance remains applicable: 130 passing
installation/compatibility/transport cases, 22 installed ACPX/Grok
contract cases and 26 native-provider Rust cases. One existing opt-in
closed Pi snapshot case is skipped because its distribution root is
unset. This does not qualify a live provider.
- Failure history and scope are retained in
`doc/plans/2026-10-26-native-recovery-notice-sleep-audit.md`.
Current-head acceptance: all 57 checks are clean, including protected CI
and security. Greptile gives 5/5 on
`2a8777bbed8b1e10810e3d6d99aae3f25b4854ef`, with no actionable findings.
Prior scores do not substitute. No Ponytail verdict is present under the
authorized missing-review policy. No full local repository suite,
deployed sleep, expanded Cloud wake coverage or measured savings is
claimed.

## Risks

- Resolution takes coordinator, issue, run and action locks in the
native recovery order. Contention must preserve the current incident;
the real concurrent-upsert and competing-resolver cases exercise this
boundary.
- Process-local signals cover instrumented application writers. They do
not add support for independent SQL writers or replicas without
supported ingress. Startup reconstructs the existing durable rows.
- Completed finalization is not proof that external conversation
settlement, Muse reconciliation or physical cleanup finished. Those
obligations retain their owners and recovery paths.
- Discovery uses narrow keyset pages. No fleet benchmark, host
suspension or cost reduction is claimed. Cloud wake coverage remains
unchanged.
- Parent #17752 has merged. This PR targets master at
`50fe32684d2d4e1db129e3c1bb455571344a0c09`. Fresh current-head CI and
review must pass before the authorized protected merge.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The exact serving model ID and context-window size are not exposed in
this session. No subagent was used for this slice.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 05:35:01 -05:00
50fe32684d fix(server): wake committed native run projection from durable changes (#17752)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A native run has separate result acceptance, task decision, run
status, and resource settlement steps.
> - A task decision can commit before its run status is saved.
> - Recovery currently revisits committed decisions through the periodic
orphan pass.
> - This PR gives the existing run projection repair its own
transaction-driven worker.
> - Existing records reconstruct unfinished work after restart.
Completed history becomes quiet.
> - Other completion and resource obligations keep their existing
recovery paths.

## Linked Issues or Issue Description

Refs #17748 (stack parent: accepted-result commit), #17734 (workspace
finalization), and #17717 (retained session cleanup). Related #17614
preserves terminal notifications. This slice is prepared on current
parent #17748 at `b2efdb2dbbbef5b2227ffa2bd2a9a6cfe3867fe2`; the parent
has merged as `28e38da7e6bdd6af4092dda56bc2be05bed47af5`.

**Current behavior**
The native recovery pass revisits committed decisions to repair the
heartbeat-run status and metadata. A crash between decision and run
writes creates real work, but periodic scanning also revisits retained
history.

**Proposed behavior**
Wake projection repair after committed producer changes. Reconstruct
mismatches on startup and settings activation. Retry concrete failures
through the shared scheduler. Keep the run projection before resource
settlement.

**Reason and benefit**
The repair worker performs no recurring SQL after its work settles. A
real decision, effect settlement, or ownership release reactivates it.
This is one worker migration; it does not establish host or database
suspension.

## What Changed

- Extract the existing projection predicate and write into their
native-runtime owner. The finalizer keeps initial metadata enrichment
and task decision authority.
- Discover accepted, committed, mismatched run projections with company,
issue and run bindings. Exclude pending status effects and held runner
ownership. Read narrow fields instead of whole result payloads.
- Use existing transaction hints, scoped delivery scheduling, failure
backoff and lifecycle handling. Add no tables or per-feature timers.
- Require issue/run scope for ordinary finalization fanout. Routine
company-only hints leave dormant projection quiet; explicit settings and
dedicated producer signals keep their existing contract.
- Connect finalization, pending effects, lifecycle status writes, issue
changes and worktree execution activation. Preserve outer transaction
commit and rollback behavior.
- Lock the current run before deciding which terminal event and
completion time to save. Concurrent live and recovery projection must
not announce the same transition twice.
- Delegate only already-committed projection from the periodic pass. Its
candidate scan uses the same pending predicate to defer remaining
consequences and cleanup until projection finishes.
- Add real PostgreSQL producer, race and lifecycle tests plus an owner
audit.

## Verification

- Current local source `a83b9449233a275176e637c765059f414305d7c1`
incorporates the parent with a normal merge. All 1,208 parent-only,
seven owned-only and ten automatic shared paths are preserved. The only
manual conflict keeps new projection fanout inside the ordinary
issue/run guard. The complete package tree matches parent profile 80
byte-for-byte.
- Controlled real-database regression: the original projection-only
unscoped fanout produces three candidate SELECTs for routine company
hints. The same zero-query assertion passes with scoped fanout. A real
committed result then repairs the run and emits one terminal event
before returning to quiet. Production bytes restore exactly in both
phases. Twenty cases outside that focused pattern are not counted as
passing there.
- The complete main command passes **1,830 cases in 19 files**, without
skips, in 301.14 seconds. It includes all 21 projection cases, 85
startup cases, required quality review and heartbeat run lifecycle, plus
physical-work and result-commit consumers. Separate process recovery
passes 410 in 163.58 seconds and external-chat response passes 273 in
53.26 seconds. Total: **2,513 distinct passes in 21 complete files**,
with no skips. Normal merge `d4b46fd29cb23126d556cc3aeb883e6b41f1a8a5`
adopts the actual parent squash with this entire tested child tree
unchanged.
- Production server typecheck, build, module boundaries, migration order
and source identity checks pass. Seventeen dedicated PostgreSQL 17
databases use the unchanged migration 413 schema. Embedded-only calls
use the existing fresh-per-call recovery helper. All temporary imports
restore byte-exact and all 21 selected test hashes match after
completion. No assertion or timeout is relaxed.
- Parent package acceptance remains applicable: 130 passing
installation/compatibility/transport cases, 22 installed ACPX/Grok
contract cases and 26 native-provider Rust cases. One pre-existing
opt-in closed Pi snapshot case is skipped because its distribution root
is not configured. No live provider qualification is claimed.
- The owner audit at
`doc/plans/2026-10-26-native-run-projection-sleep-audit.md` retains
prior failures and their disposition. Current-head acceptance: all 57
checks are clean, including protected CI and security. Greptile gives
5/5 on `a49a2dac13b0e1c19da5d3d6b435c781703b1c0b`, with no actionable
findings. Old scores do not substitute. No Ponytail verdict is present
under the authorized missing-review policy.
- These checks do not claim a full local repository suite, deployed
suspension, expanded Cloud wake coverage or measured cost savings.

## Risks

- Process-local signals cover instrumented application writers.
Independent SQL writers and replicas without supported ingress are not
newly covered. Durable startup reconstruction remains enabled.
- Projection must precede remaining committed resource settlement. The
real reconciler test proves the periodic path defers cleanup while
projection is pending and resumes it after repair.
- Status decisions, external conversation settlement, watchdog
resolution, Muse reconciliation and resource release keep their own
authority and recovery. A committed result alone is not proof of
completed cleanup.
- Candidate discovery uses narrow bounded pages. There is no large-fleet
performance or deployed sleep claim. Existing Cloud wake coverage and
sleep blockers remain unchanged.
- Parent #17748 has merged. This PR targets master at
`28e38da7e6bdd6af4092dda56bc2be05bed47af5`. Current-head CI and review
must pass before the authorized protected merge.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The exact serving model ID and context-window size are not exposed in
this session. No subagent was used for this slice.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 05:10:16 -05:00
28e38da7e6 fix(server): wake native result commits from durable work (#17748)
## Thinking Path

> - Paperclip manages AI agents and preserves their results through
failures.
> - Native completion must save workspace output before it commits the
accepted result.
> - The orphan recovery pass repeatedly revisits this work even when the
subsystem is idle.
> - Accepted results, workspace receipts, retry dates and leases already
provide durable truth.
> - This PR wakes a scoped worker from those writes and schedules only
real unfinished work.
> - It preserves existing finalization authority and keeps later
projection and resource recovery separate.

## Linked Issues or Issue Description

Refs #17734 and #17717. This is slice 53 of the existing sleep stack,
targeting master after parent #17734 merged at
`a019d00a393b57f531afe8dd8ab0b8a1820d1c4c`.
A current search found no duplicate accepted-result commit PR.

**What problem does this solve?**
Native accepted-result recovery currently depends on periodic orphan
scanning. Quiet instances keep doing work to discover that no result
needs a commit.

**What improvement do you propose?**
Use the shared delivery coordinator with transaction-bound producer
signals. Reconstruct unfinished results at startup. Preserve saved retry
and lease deadlines. Remove only uncommitted-result execution from the
periodic pass.

**Why is this useful?**
The accepted-result worker becomes quiet with no work or retained
completed history. Real results and completed workspace operations
reactivate it without a polling delay. This does not claim that the
whole server or database can sleep yet.

## What Changed

- Track the initial result-commit sweep through shutdown without
blocking HTTP readiness on recovery locks.
- Keep ordinary company-only finalization hints from reconstructing
dormant result work. Existing company settings and dedicated owner
signals remain supported.

- Add a native result-commit worker. Bind candidates by company, issue,
run, accepted result and a successful workspace receipt. Exclude
committed, terminal, held and pending-effect work.
- Signal both accepted-result writers and workspace receipt writes
before their transaction changes. Extend the existing finalization
fanout for retry, lease, effect and completion transitions.
- Add an optional atomic due-date check to the existing finalizer claim.
A lease collision or later retry does not consume a failed attempt.
- Signal native retry cancellation so it removes the saved wake after
commit.
- Register through the existing heartbeat suppression and shared
delivery lifecycle. Preserve outer commit/rollback, drain/resume,
settings activation and shutdown behavior.
- Delegate only uncommitted-result execution from the periodic orphan
pass. Keep committed projection and resource settlement recovery
enabled.
- Add real producer/lifecycle tests and a detailed audit. No new tables,
provider branches or per-feature timers.

## Verification

- Current local source `2af88fa55f961a74340880240019f6cd31e21bf1`
incorporates the parent with a normal merge. All 1,203 parent-only, nine
owned-only and 12 automatic shared paths are preserved. The only manual
conflict keeps the new result fanout inside the existing ordinary
issue/run scope guard. The complete package tree matches parent profile
80 byte-for-byte.
- Controlled real-database regression: the original result-only unscoped
fanout produces three candidate SELECTs for routine company hints. The
same zero-query assertion passes after restoring the scoped fanout. A
real workspace receipt and accepted result then commit exactly one
decision and return to quiet. Red and green restore production bytes
exactly. Twenty cases outside the focused pattern are not counted as
passing there.
- The complete main selection passes **1,746 cases in 16 files**,
without skips, in 277.97 seconds. This includes all 21 result-worker
lifecycle cases and 82 startup cases, including held result recovery,
HTTP readiness and shutdown joining. Separate process recovery passes
410 cases in 162.42 seconds and external-chat response passes 273 in
53.41 seconds. Total: **2,429 distinct passes in 18 complete files**,
with no skips. Normal merge `998239b019defe52e7b5d64f884de4e871ccd736`
adopts the actual parent squash and preserves this complete tested child
tree.
- Production server typecheck, build, module boundaries, migration order
and source identity checks pass. Fifteen dedicated PostgreSQL 17
databases use the unchanged migration 413 schema. Embedded-only calls
use the existing fresh-per-call recovery helper. All temporary imports
restore byte-exact, and every selected test hash matches after
completion. No assertion or timeout is relaxed.
- Runner validation belongs to the unchanged parent package tree: 130
passing installation/compatibility/transport cases, 22 installed
ACPX/Grok contract cases and 26 native-provider Rust cases. One existing
opt-in closed Pi snapshot case is skipped because its distribution root
is not configured. This does not claim live provider qualification.
- Earlier Greptile 4/5 on `656f6722be1aedf3d52b7f853956e15838204278`
correctly identified startup blocking on result recovery. The prior
branch `108cf0dc8296bf451b721ddac55ecbcd035d00f0` already tracks its
ready promise through the existing lifecycle owner. Current full startup
acceptance verifies the fix in the merged context. The later Greptile
service error is not a pass; current-head acceptance now passes: all 57
checks are clean, including protected CI and security. Greptile gives
5/5 on `b2efdb2dbbbef5b2227ffa2bd2a9a6cfe3867fe2`, with no actionable
findings. No Ponytail verdict is present under the authorized
missing-review policy.
- The owner audit at
`doc/plans/2026-10-26-native-result-commit-sleep-audit.md` retains
earlier failures and their disposition. These checks do not claim a full
local repository suite, deployed app/database suspension, expanded Cloud
wake coverage or measured cost savings.

## Risks

- Process-local signals cover instrumented application writes in the
owning server process. They do not cover independent SQL writers or
another replica without supported ingress. Durable startup
reconstruction remains enabled.
- The initial native decision and its run projection are separate
transactions. The periodic reconciler still repairs already-committed
results and releases resources. This PR must not be used to infer that
committed means fully settled.
- Candidate discovery adds bounded, narrow reads at startup and after
signals. No large-fleet query benchmark is claimed.
- Existing Cloud alarm coverage, host sleep safety and resource blockers
are unchanged. No deployed sleep or savings claim is made.
- Parent #17734 has merged. This PR targets master at
`a019d00a393b57f531afe8dd8ab0b8a1820d1c4c`. Fresh current-head CI and
review remain required before merge.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The exact serving model ID and context-window size are not exposed in
this session. No subagent was used for this slice.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 04:53:11 -05:00
a019d00a39 fix(server): wake native workspace finalization from committed work (#17734)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs can accept a result before workspace copy-back finishes.
> - The periodic orphan pass repeatedly tries this recovery, including
cases that require operator action.
> - Copy-back needs exact ownership evidence. A generic timer cannot
grant that authority.
> - This pull request wakes workspace recovery from committed changes
and local owner completion.
> - Saved retries use the existing scheduler. Empty work, completed
barriers, and operator holds become quiet.

## Linked Issues or Issue Description

Refs #17717. This is slice 52 of the recurring-server sleep stack,
targeting master after parent #17717 merged at
`4c56702e06c698cc10d4a86514669aba0f4d9a9b`. Related work: #17709 (status
reassessment), #17687 (unsafe export recovery), and #16478 (workspace
repair holds).

This PR covers native workspace copy-back and validation. Result
commit/projection and resource settlement remain separate recovery
duties. It does not claim full-instance sleep.

## What Changed

- Register a company/run/task-scoped workspace worker. Reconstruct
accepted, unfinished work from existing records. Use saved retry and
lease deadlines.
- Notify from both accepted-result writers (control-plane and PRP
coordinator), workspace receipts, coordinator changes, operator
confirmation, retained workspace repair, and relevant task updates.
Notifications follow the outer transaction.
- Distinguish active local ownership, busy external ownership, pending
Cloud evidence, operator-required evidence, and changed bindings. Only
concrete external ownership/evidence waits receive a scoped retry.
- Preserve advisory locks, signed stop proof, exact binding checks,
physical callback joins, and existing failure policy. Join physical
operations during shutdown.
- Respect the existing heartbeat execution-suppression policy before
discovery and execution; wake suppressed work on settings activation.
- Skip physical workspace recovery in the enabled periodic orphan pass.
Keep direct/startup reconciliation and the remaining result/cleanup
recovery paths.
- Keep routine company-only finalization hints quiet. Ordinary work
requires issue/run scope; explicit settings and owner-release events
keep their company-wide contract.
- Preserve the parent's entire Runner/package tree, profile 80 and all
historical identities. Add the dated obligation, producer, lifecycle and
limitation audit.

## Verification

- Current local source: `4059b24e3ea5c623be54ade18ec9b6ab78eb0289`,
prepared by a normal merge of the current parent. The sole manual
conflict keeps ordinary workspace fanout inside the existing issue/run
guard. All 1,198 parent-only, 15 owned-only and 10 automatic shared
paths are preserved. The complete package tree matches the parent
byte-for-byte.
- Controlled regression: the original workspace-only unscoped fanout
performs three candidate SELECTs for routine company hints. The same
zero-query assertion passes with scoped fanout. A real accepted result
then produces one successful workspace settlement and returns to quiet.
The failed baseline remains in the audit.
- The first complete local group passes **1,693 cases in 14 files**,
including all 19 workspace-worker cases. It covers both accepted-result
producers, physical ownership, export retry/failure, finalization
recovery, arbiter corpus, issue recovery actions, control-plane port,
workspace recovery, heartbeat recovery, startup, retained cleanup and
native execution.
- Separate process-recovery and external-chat response files qualify the
changed recovery/settlement paths without sharing their general test
database with other files. Both pass in full: 410 process-recovery cases
in 162.79 seconds and 273 external-chat cases in 53.79 seconds. The
total is **2,376 distinct passes in 16 complete files**, with no skips.
Normal merge `5c46c52873158529736b8349e4d44658865108ee` adopts the
parent squash with this entire tested child tree unchanged.
- Production server typechecking, build, module boundaries, migration
order and source-profile checks pass. Thirteen dedicated PostgreSQL 17
fixtures use the unchanged migration 413 schema. Embedded-only paths use
the existing recovery helper with fresh per-call fixtures. All temporary
imports are restored byte-exact. No test assertion or timeout is
relaxed.
- Runner validation belongs to the unchanged parent package tree: 130
passing installation/compatibility/transport cases, 22 installed
ACPX/Grok contract cases and 26 native-provider Rust cases. One existing
opt-in closed Pi snapshot case is skipped because its distribution root
is not configured. These are source-scoped checks, with no live provider
qualification claim.
- The owner audit at
`doc/plans/2026-10-26-native-workspace-finalization-sleep-audit.md`
preserves earlier failures and their disposition. Current-head
acceptance: all 57 checks are clean, including protected CI and
security. Greptile gives 5/5 on
`7df5c9c44ea9e171be3c61b4430d3727b10f3337` with no actionable findings.
Earlier scores do not substitute for this result. No Ponytail verdict is
present under the authorized missing-review policy.
- No claim of a full local repository suite, deployed app/database
sleep, expanded Cloud wake coverage or measured cost savings is made.

## Risks

- Supported wake producers are in-process application services. This
adds no cross-replica or independent SQL-writer transport.
- A real unresolved export still needs recovery. Busy owners and pending
Cloud stop evidence retain a 30-second scoped check. No timeout
authorizes copy-back.
- Result projection and resource release still use their existing
recovery. Some existing cleanup failures remain best effort; this PR
does not infer cleanup success from a workspace barrier.
- Cloud alarm coverage and host-sleep safety remain unchanged. No
deployed suspension or cost savings have been measured.
- Parent #17717 is merged. Current base is master at
`4c56702e06c698cc10d4a86514669aba0f4d9a9b`. Fresh current-head CI and
review must pass before this slice merges.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The exact serving model ID and context-window size are not exposed in
this session. No subagent was used for this slice.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 04:40:01 -05:00
4c56702e06 fix(server): schedule retained native-session cleanup (#17717)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs can retain a local session after an interrupted durable
suspend.
> - The orphan reaper repeatedly scans completed history for that
cleanup duty.
> - Idle scans keep the database active. Removing them requires complete
wake and ownership paths.
> - This pull request moves retained-session cleanup to committed
signals, local release events and saved deadlines.
> - Existing physical proof checks still decide whether cleanup is safe.
The shared scheduler does not grant execution authority.
> - The benefit is quiet retained history with recoverable cleanup and
owned shutdown.

## Linked Issues or Issue Description

Refs #17709 and #18135. This is slice 51 of the existing
recurring-server sleep stack. Both referenced dependencies have merged.
The target is `master`.

**What happened?**

The periodic orphan pass scans retained native sessions even after their
cleanup is complete or no automatic action is safe. Some eligible
sessions also depend on a local session, environment lease or original
maintenance callback releasing ownership. An earlier decision
notification can be consumed before the run's later terminal projection
commits.

**Expected behavior**

Reconstruct existing work at startup. Wake from committed writes and
actual owner release. Register the saved claim expiry or a probe for a
specific live process. Stop recurring discovery when no obligation
remains. Preserve original callback ownership and all existing cleanup
proof checks.

**Steps to reproduce**

1. Retain completed native runs with a durable-suspend close failure.
2. Let the periodic orphan pass run with no new work.
3. Observe repeated cleanup discovery. Separately, delay terminal
projection after its decision notification is consumed and observe the
missing cleanup wake.

**Paperclip version or commit**

Parent #17709 at reviewed head
`3b75f4bc1da1370304f069fc287af3d693575716`, landed as
`df6156c2e37f542a69f393dde31e357b82b7cac1`. Current integrated master:
`31b927e3013a8a4b3266854b740cf40a24753788`.

## What Changed

- Move scoped, paged discovery to the retained cleanup owner. Preserve
explicit manual recovery.
- Register the duty with the shared scheduler and remove it from the
periodic orphan pass. Keep concrete lease expiry and live-process probe
obligations.
- Use typed outcomes for settled/refused work and process, session,
environment, maintenance or lease waits. Keep physical proof and
quarantine decisions in the executor.
- Wake from committed finalization and terminal projection writes,
durable process/lease release, and local session or callback settlement.
Routine company-only finalization hints leave dormant cleanup quiet.
- Join duplicate cleanup and serialize inspections on one database lane.
Keep original Runner callbacks owned until settlement and shutdown.
- Preserve all master profile fixtures and the branch's historical
identities. Save the colliding sleep profile 79 separately. Generate
combined Copilot profile 80 from its source and retain master's other
provider profiles.
- Add the owner audit and regression coverage. No new table, migration
or independent maintenance timer is added.

## Verification

- Server acceptance: **2,342 distinct passing cases in 18 complete
files**. The 14-file unaffected group contributes 1,532 passes. Full
startup contributes 76, process recovery 410, environment service 51,
and external-chat response 273. The 29-case cleanup worker suite and
977-case executor suite run in full. No case in these files is skipped.
- Controlled scope regression: removing only the ordinary finalization
issue/run guard wakes dormant retained cleanup; the same assertion
passes after restoring it. A real local owner release still resumes the
durable candidate.
- Preserve the first broad failure: 1,607 passed and one startup
shutdown case failed because the coordinator mock lacked `stop()`. Add
only that mock method. All 76 unchanged startup cases then pass. Do not
treat the first broad command as green.
- Dedicated PostgreSQL 17 databases use the existing migration 413
schema. Embedded-only fixtures use the existing recovery helper with
fresh per-call databases. All temporary imports are restored byte-exact.
No assertion or timeout is relaxed.
- Current-master integration preserves both complete source histories.
The server, UI and database trees are identical to the server-tested
source. All master historical profile fixtures remain byte-exact. The
prepared sleep profile 79 remains independently inspectable.
- Current runtime validation at
`d08f764e3efe75e96929173afe7ee8739121ad9f` passes all 12 commands (22
installed ACPX/Grok contract cases and 26 native-provider Rust cases):
`pnpm install --frozen-lockfile --ignore-scripts`; Copilot/Grok identity
and generated profile checks; Runner and server typechecking; server
build; Copilot/Pi installation, profile compatibility and transport
settlement files (130 passed; one opt-in closed Pi snapshot case skipped
because its distribution root is not configured); installed ACPX
model/reconnect package contract and Grok identity tests; Rust
native-provider backend tests; module boundaries and migration order.
- Earlier 94-case installation/settlement acceptance applies to the
prepared profile 79 source. It is retained as history and does not
substitute for the current profile 80 validation above.
- Failure history and duty-specific evidence remain in
`doc/plans/2026-10-26-retained-native-session-cleanup-sleep-audit.md`.
Exact-current-head acceptance: all 60 checks are clean, including
protected CI and security; Greptile gives 5/5 for
`281d579de0d08e907194b8b790a0597b07d16b7b` with no actionable findings.
No Ponytail review is present under the authorized missing-review
policy.
- These checks do not claim a full local repository suite, live Copilot
or Daytona qualification, deployed host/database suspension, or measured
cost savings.

## Risks

- Missing a supported producer could strand cleanup. Tests exercise real
finalizer, heartbeat, environment and process writers. Process-local
signals cover in-process writers; no multi-replica or external SQL
notification transport is added.
- A timeout can leave an original callback active. Cleanup and shutdown
must keep waiting for it. The existing global maintenance drain is
conservative across roots.
- A retained live process still has a scoped 30-second absence probe. A
saved lease keeps its actual deadline. Operational errors retain retry
work. Immutable proof refusals and operator-required histories do not
gain automatic retry authority.
- Cleanup keeps all existing artifact, identity, claim, no-launch and
quarantine checks. Terminal status alone does not authorize physical
cleanup.
- This PR does not expand Cloud alarm coverage or relax host sleep
eligibility. It proves worker behavior, not deployed app/database
suspension.
- The Copilot source identity has changed; these checks do not claim new
live provider qualification.
- The parent has merged. This PR is merged only after its current-head
protected CI and review gates pass under the existing campaign
authorization.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and repository tools.
The exact serving variant 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 04:24:57 -05:00
df6156c2e3 fix(server): wake native status reassessment from committed changes (#17709)
## Thinking Path

> - Paperclip manages agents, tasks and their durable native results.
> - Changed evidence, task authority or review retirement can require a
new status assessment.
> - Periodic orphan recovery repeatedly reads history to find these
changes.
> - This change gives reassessment an owner driven by committed changes
and saved deadlines.
> - Existing result, assessment, decision and task rows remain durable
truth.
> - The status committer still verifies current sources and authority
before writing.
> - Settled or insufficient evidence becomes quiet until a supported
producer changes it.

## Linked Issues or Issue Description

Refs #17702 (merged), #17679 and #17680. This is slice 50, now based on
master. It owns native status reassessment; workspace settlement,
retained sessions and other orphan duties remain separate.

**What happened?**

Periodic recovery repeatedly inspects completed native results. Removing
that scan without complete writer coverage or current authority checks
could strand new evidence or commit an old result over newer work.

**Expected behavior**

Reassess from existing durable facts after relevant outer transactions
commit. Retain real retry/lease deadlines and restart/drain recovery.
Preserve current authority, quality-review and supersession checks. Make
no recurring SQL when work is settled or dormant.

**Steps to reproduce**

Complete a native result awaiting evidence or review, leave it idle,
then approve a real work product or retire the selected automatic
review. Its saved result should advance once when authorized, or record
the existing nonterminal business gate, without a periodic scan.

## What Changed

- Extract reassessment and its pure status policy from finalization
recovery into their owning modules. Add a scoped worker using the
existing delivery coordinator and scheduler; no queue table or migration
is added.
- Retain the three durable discovery triggers: changed work-product
history, authoritative task status/version, or retirement of the
selected automatic completion review. Preserve selected-source,
ownership, effects, retry and lease fences under the existing committer.
- Notify from actual task/work-product, claim release, approval,
interaction, OAuth, event evidence and workspace-settlement owners
before their transaction writes. Keep provider calls outside short
transactions and nested writes behind outer commit.
- Scope ordinary milestone/finalization/coalesced-input wakes to an
issue/run. Keep genuine company authority restoration explicit. Real
Photon and coalescer regressions cover all three response/status queues.
- Move the current parent's required quality policy into the owner and
apply it to every reassessment that could complete a task. An unmet
review records the existing in-progress decision and next action,
avoiding an operational retry loop. Preserve conversation/session reset
locks and the workspace omission-barrier signal.
- Skip reassessment in periodic recovery while preserving
explicit/startup recovery and the historical supersession guard before
independent workspace work. Document the source contract, producer
inventory, failures and qualifications in the linked audit.

## Verification

- Broad source `9fddb3f0b1157df32b64fb1f22e9d6e9624470e8` passes **2731
distinct cases in 28 complete files**, with no skips: 2458
producer/owner/authority/workspace/quality cases in 394.43 seconds and
all 273 governed-response cases in 53.74 seconds. Nineteen dedicated
fresh PostgreSQL 17 databases migrate through 0413; eighteen
embedded-only invocations preserve fresh-per-call isolation through the
existing recovery helper. All 22 temporary imports restore exactly and
all 28 hashes match.
- Final runtime source `5ea3b0fd016bf7e63ba82a7044825a46a0cd2082` passes
**1211 cases in five complete affected files** in 108.23 seconds after
the narrowly reproduced evidence-trigger fix: all 43 worker, 145 corpus,
32 finalization-recovery, 968 native-session and 23 quality-review
cases. Four fresh databases plus the quality helper's own fresh fixture
use PostgreSQL 17. Its one adapted import restores exactly; all five
hashes match. The other 27 broad-run test files are unchanged. These
qualifications are source-scoped and not cumulatively double-counted.
- Required/optional real regressions reproduce retry loops on
retired-review and evidence-approval paths before repair; both become
SQL quiet afterward with unchanged assertions/time limits. Controlled
removal of only ordinary scope guards reproduces two coarse-hint SQL
failures; exact guard restoration passes. Real producer, outer
transaction, claim, authority, 103-item backlog, retry and drain cases
pass. Photon transport is mocked; callbacks, locks and observed SQL are
real.
- Normal merges preserve 12661 parent/unrelated entries, 35 owned
entries and 21 automatic shared results, with five original conflicts
reviewed explicitly. The parent's actual squash reconciliation preserves
the entire held child tree. The final quality fix changes only its owner
and tests. Fourteen added comments are removed with identical nontrivia
tokens; no directives are removed and the final comment check is empty.
- Database build, server types/build, boundaries and exact-head
migration order pass. The database tree is identical to merged #17702:
no new SQL, queue table or snapshot is generated. Earlier benchmarks,
host limitations, failed assertions and their repairs remain in
`doc/plans/2026-10-26-native-status-reassessment-sleep-audit.md` and
`doc/idle-native-status-reassessment.md`.
- This qualifies targeted external PostgreSQL behavior, not embedded
bootstrap on the semaphore-exhausted host, a full local repository
suite, deployed sleep or measured fleet savings. Fresh exact-head CI and
review remain required.

## Risks

- Notifications retain the process-local supported-writer contract.
Independent SQL writers and uncoordinated replicas are not covered by a
new transport.
- Reassessment competes with current authority changes. Existing
row/source locks and retries remain required; arbitrary missing
identities have no row to lock, so this is not a general predicate-lock
guarantee.
- Discovery pages 100 rows but retains outstanding candidates in memory.
It remains proportional to backlog size, and cancellation occurs between
queries.
- Other orphan/workspace/session duties and Cloud sleep eligibility
remain unchanged. Missing supported producer coverage could strand
dormant work, so the producer audit and real callback/transaction tests
remain part of acceptance.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution and PostgreSQL tests. The runtime does not expose a more
specific serving snapshot or context-window size.

## 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 (targeted scope is stated
above)
- [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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 03:40:01 -05:00
79ce86630a fix(server): schedule governed review response recovery (#17702)
## Thinking Path

> - Paperclip manages agents, tasks and their external chat responses.
> - A completed chat turn can owe a response while an earlier review
gate remains pending.
> - Periodic recovery revisits that response history even when no work
can advance.
> - This change uses the existing delivery coordinator and saved retry
deadlines.
> - Approval, interaction and authority changes wake the affected issue
or run after commit.
> - The existing presentation owner verifies the durable result and
current authority.
> - Settled and dormant history becomes quiet without losing future
eligible responses.

## Linked Issues or Issue Description

Refs #17696 (merged) and #15625. This is slice 49, now based on master.
It owns governed-review response presentation. Accepted responses and
pending decision effects keep their existing owners.

**What happened?**

Native finalization recovery repeatedly inspects committed review
responses. Removing the scan without covering approval, interaction,
task-policy and authority changes would strand responses that become
eligible later.

**Expected behavior**

Recover an owed response once from existing durable facts. Enforce
authority at publication, wake after relevant outer transactions commit,
retain real retry deadlines and restart/drain recovery, and stop
recurring SQL when no response can advance.

**Steps to reproduce**

Complete an external chat turn while an earlier completion review
remains pending. Block its response behind an approval or interaction,
then resolve that blocker. The response must appear once without a
periodic scan or resolving the original review gate.

## What Changed

- Add a scoped governed-review worker using the existing coordinator,
finalizations, decisions and comment receipts. No queue table or
transaction wrapper is added.
- Keep recovery and publication policy in the native finalizer. Preserve
binding, source/session authority, ownership, deadline and
deleted-comment fences; match coordinator-before-issue lock ordering.
- Notify through actual approval, interaction, OAuth, task-policy and
lifecycle producers before their owned writes. Serialize approval
resolution with task linking so a concurrent link retains its wake.
Nested transactions still settle at outer commit.
- Scope ordinary milestones, finalization and coalesced input to their
issue/run. Use the explicit company authority boundary for genuine
global restoration, including membership changes. Both response workers
share this boundary.
- Register under maintenance and drain gates, disable the two periodic
repair entrances, and retain fresh finalization and explicit recovery.
Add the concurrent 0413 comment-receipt index and migration
registration; retain five snapshots.
- Preserve the producer inventory, source qualifications and earlier
failures in the owner audit. Retain a real Photon regression proving
routine ownership assertions stay quiet and concurrent authority
restoration wakes each worker once.

## Verification

- Scoped repair source `2341714720b5c273f0ce011b48345af0ef39227f` passes
**2053 distinct cases**: 1703 in 15 complete producer/authority/recovery
files, including all 273 governed-response cases and 95 wake-queue
adapter cases, plus 350 selected chat cases. Another 1463 chat cases are
outside that selection. Thirteen fresh PostgreSQL 17 fixtures migrate
through unchanged 0413; the one temporary queue-fixture import restores
exactly. All sixteen captured hashes match.
- Two actual repeated coarse-hint SQL regressions fail before repair and
pass afterward. Actual membership restoration passes before and after.
The same assertions and time limits prove dormant work stays quiet and
real authority restoration still publishes once. Real coalesced input
covers both queues after commit.
- Combined source `586f5674cd9798b33cd22437255e0480b5726d20`, including
independent master #18129, passes **1297 distinct cases**: 1093 in five
complete server files, 185 in five runner files, 14 Node protocol cases
and five UI registry cases. This includes the complete 22-case Photon
file for both response workers. The external Photon transport is mocked;
Paperclip callbacks, transaction fences and observed SQL are real. The
earlier and combined case counts are separate, with no cumulative
double-counting.
- A normal merge retains both complete owned and independent master
binary patches. All twelve new-context hashes and sixteen earlier repair
hashes match. Three dedicated fresh 0413 fixtures plus the live-event
helper's own fresh database use PostgreSQL 17 without source
adaptations. Database build, server types/build, boundaries, full-SHA
migration order and generated TS/Rust profiles pass. The new inherited
Runner vendor inputs rebuild successfully.
- Database bytes remain identical to the previously qualified 0413
source. The recorded populated 0412-to0413 upgrade retains all 411 prior
receipts and 38 companies, appends one receipt and none on replay; the
index is valid and ready. The earlier 2828-case acceptance, CLI journey,
setup failures and their repairs retain their recorded source scope in
`doc/plans/2026-10-26-governed-review-response-sleep-audit.md`.
- Parent #17696 merged with 58 clean checks, Greptile 5/5 and Ponytail
5/5. Its Photon warning was disproved by real callback/SQL evidence and
the security check became successful. This PR still requires its own
fresh exact-head CI and review gates. No deployed sleep, external alarm
or fleet savings claim is made.

## Risks

- Notifications use the existing process-local writer contract.
Independent SQL writers and uncoordinated replicas are outside its
coverage.
- Genuine startup and company authority reconstruction remain
proportional to the owed backlog. Queries page 100 rows, but discovery
accumulates the candidates; this is not a constant-cost global
operation.
- Current publication authorization, durable binding, ownership and lock
ordering remain mandatory. The worker does not resolve the original
review gate.
- The concurrent index uses existing migration replay handling. Other
recovery duties and Cloud sleep eligibility remain separate.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution and PostgreSQL tests. The runtime does not expose a more
specific serving snapshot or context-window size.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 02:54:46 -05:00
ec3b558277 fix(server): schedule accepted native response recovery (#17696)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs store accepted results and their finalization decisions.
> - A completed run can still owe its public answer after an
interruption.
> - Periodic recovery scans for that answer even when no new work
exists.
> - This pull request wakes recovery from committed changes and saved
retry deadlines.
> - The existing owner still verifies the result, source, and current
publication authority.
> - Settled or dormant response work no longer needs its own periodic
scan.

## Linked Issues or Issue Description

Refs #17690 (merged). This is slice 48 of the sleep migration stack, now
based on master. Related: #17661 handles GitHub terminal publication;
this change handles native accepted-response presentation.
Governed-review presentation remains a separate duty.

**What happened?**

Native finalization recovery repeatedly checks already accepted results
for a missing answer. Removing that check without complete notifications
would lose responses when evidence arrives late, an agent resumes, or
admission settles after execution.

**Expected behavior**

Recover the answer from its saved result when a supported change makes
it eligible. Retain real retry deadlines. Stop querying when the answer
is selected or cannot currently be published. Reconstruct work after
restart.

**Steps to reproduce**

1. Commit a native accepted result with no selected response comment.
2. Run finalization recovery while its source is unavailable or locked.
3. Restore that source or release the lock. The answer must appear once
without repeating provider execution.

## What Changed

- Honor recorded non-create decisions and skip-comment policy in both
discovery and recovery. Apply durable conversation/result/continuation
guards before recovery locks. Preserve genuine unanswered and legacy
recovery.
- Scope routine response wakes to the affected issue/run. Coalesced
input names its active run; pending-effect settlement names its issue.
Sixteen existing global authority/configuration hooks use one explicit
company invalidation boundary. No new transaction wrappers or tables are
added.
- Add an accepted-response worker using the existing delivery
coordinator and scoped deadline helper. Preserve saved retry deadlines
and pending-effect fences under the owner's lock.
- Share the finalization notification boundary. Wake on finalization
settlement, exact accepted-result/final-message evidence, agent
availability, retry admission, and existing chat authority changes.
- Keep lifecycle policy in services. A narrow pre-write status hook lets
lifecycle retain ownership of its transaction and status transitions.
- Register the worker during enabled maintenance startup. Remove its
authority subscription on shutdown. Periodic replay skips this duty on
both committed and fresh-commit paths; ordinary finalization and
explicit recovery retain their behavior.
- Add a partial index and expression statistics for unpresented native
runs. Migration 0412 supports concurrent replay and adds no queue table.
- Add real PostgreSQL and lifecycle coverage. Preserve the
implementation and producer audit in the plan document.

## Verification

- Additional real Photon callback acceptance on the published production
code disproves the security warning: ten active assertions cause zero
response-recovery hints/SELECTs, while three concurrent assertions
during an actual attention-to-active recovery cause exactly one
wake/SELECT. The existing locked status guard already enforces this
boundary. No production change was needed; the resolved finding now has
a successful current-head security check. The regression will be
retained with the next slice.
- Eligibility repair source `892f36e5f66ba1af123034936a7160c64c3ab883`
passes **1489 distinct server cases**: 1139 in six complete
recovery/finalizer/monitor/summary/workspace suites (81.02 seconds),
plus 350 selected chat cases (297.68s). Another 1463 chat cases are
outside the pattern; the complete 1813-case file is not claimed. All
eleven new regressions are included in that count. Five dedicated fresh
PostgreSQL 17 databases migrate through unchanged 0412, with no
fixture-source adaptations. Database build, server types/build,
boundaries and full-SHA migration ordering pass. All seven test source
hashes match.
- The exact published baseline first fails eight behavioral assertions
while the three genuine-answer cases pass. The same corrected test
source passes all eleven after repair: recorded none/reuse remain
suppressed; five ineligible history families take zero recovery row
locks across repeated issue hints; missing/legacy/create-null answers
still publish once; fresh periodic finalization defers presentation to
its worker. Earlier fixture setup and variable/compiler failures remain
explained in the audit, rather than erased by later success.
- Repair source `2fc8b0614aaf9ac7337045de4ced7325f95edc45` passes **1821
server cases**: 1496 in 13 complete producer/lifecycle/authority suites
(110.63 seconds), plus 325 selected chat cases (278.99 seconds).
Coverage includes all native-session cases, queue admission, status
decisions, membership/board access, the complete GitHub workflow,
accepted-response lifecycle and real authority restoration. The other
1477 chat cases are outside this selection; the complete 1802-case file
is not claimed for this repair run.
- Actual PostgreSQL regressions first reproduce a coalesced-input hint
missing its run scope and two routine hint paths producing 12
response-history SELECTs each after three notifications. The same
assertions pass with run-scoped coalescing and zero response-history
SELECTs for unscoped routine hints. Actual membership restoration still
publishes the waiting response once. Assertion time limits are
unchanged; this measures real driver SQL and persisted producer work.
- Eleven dedicated fresh PostgreSQL 17 databases migrate through 0412.
One embedded-only wake-queue fixture import temporarily uses its own
external database and restores byte for byte. All 14 selected source
files match pre-run hashes. This qualifies external-database behavior
rather than reproducing embedded CI locally.
- Master advanced independently with #18126's Pi archive retry fix.
Normal merge `2a535bc61259ef99387369e8b32498f774e5ba2c` preserves both
complete binary patches. All accepted server/database/UI/test/CLI trees
stay identical; the three independent runner installer/manifest files
are retained. All 13 installer tests pass, including stalled header/body
cancellation. Combined server types/build, boundaries and full-SHA
migration order pass. A subsequent normal merge of #18128 at
`e8b78cce5bb557b086bee9ca930eeaab1d09b244` retains its three test-only
file changes with both complete patches preserved. The changed HTTPS
backfill case passes on a fresh PostgreSQL fixture (1 selected case; 178
outside the pattern), and combined types/build, boundaries and migration
order pass again. All 14 repair source hashes remain unchanged. The
independent browser fixture changes are preserved; no local browser run
is claimed.
- The earlier source `9feec170ef8174011fc3c5d3d6d76f0a0f39fea0` passed
the 4171-case full baseline before this scope repair. That scope is
preserved in the audit rather than represented as a current full rerun.
All 0412 database bytes remain unchanged: original concurrent
index/statistics/ANALYZE, prior executable history, journal entries and
retained snapshots. Five snapshots 0408 through 0412 remain. The
populated 0411-to0412 upgrade preserved 410 prior receipts and 38
companies, appended one receipt and none on replay; index/statistic
checks passed.
- The earlier P2 security failure, Greptile's former conditional
dependency on #17702, and the subsequent actual Ponytail eligibility
findings are recorded in
`doc/plans/2026-10-25-native-response-presentation-sleep-audit.md`. This
PR now includes the issue-scoped pending-effect notification fix itself,
so it is independently correct before #17702. Fresh published-head CI,
Greptile 5/5 and a clean security scan remain required. No
deployed-sleep, external-wake or fleet-savings claim is made.


## Risks

- The writer contract is process-local. Independent SQL writers and
other replicas are not covered by these notifications.
- Unpresented backlog reconstruction still has memory and time cost
proportional to candidate count. Pages contain at most 100 rows;
execution uses the shared fair batch. Selected history is excluded.
Health-only signals do not trigger reconstruction.
- Publication policy remains with its current owner. Digest, company/run
binding, source authorization, selected-answer suppression, and
ownership fences remain required.
- The rest of native recovery and governed-review presentation still run
separately. This PR does not relax Cloud sleep eligibility or add
external wake coverage.
- The stack parent has merged and its actual ancestry is reconciled.
This publication still needs fresh current-head CI and review.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, shell
execution, and PostgreSQL tests. The runtime does not expose a more
specific model identifier or context-window size.

## 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 02:31:20 -05:00
a8a038e659 fix(server): schedule native pending effect recovery (#17690)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native status decisions store effect targets and a delivery ledger.
> - Historical pending or failed effects still need recovery.
> - The periodic finalizer queries that ledger even when work is
complete.
> - This pull request gives pending effects their own commit-driven
worker and saved deadlines.
> - Completed history becomes quiet while incomplete effects remain
recoverable.

## Linked Issues or Issue Description

Refs #17687 (merged). This is slice 47 of the sleep migration stack, now
based on master.

**What problem does this solve?**

Periodic native finalization repeatedly checks effect delivery. A tenant
with completed history should not perform recurring SQL for this duty.
Historical unresolved effects must still recover without duplicating
their targets.

**Proposed solution**

Reconstruct current pending effects at startup. Wake from committed
coordinator changes. Use the saved retry and ownership deadlines. Keep
the existing dispatcher as the only recovery mutation owner.

**Alternatives considered**

A slower unconditional scan still creates idle traffic. A new queue
table duplicates existing durable state. Replaying materialization can
duplicate effects. This change uses the existing ledger, transaction
signals, and shared scheduler.

## What Changed

- Add a scoped worker with 100-row discovery pages and fair 25-entry
dispatch batches. Delivered, superseded, and terminal-failure history
has no recurring scan.
- Preserve exact company/issue/run/decision binding and validate
materialized targets before settling effects. Recheck phase, saved
result, retry, and lease under the coordinator lock. Missing targets
retain recovery.
- Notify from decision replay, accepted-result recovery, coordinator
claim/retry/release, attention replay, and execution-control recovery.
Only two DB-only producer writes need a new transaction wrapper. Nested
transactions use the existing outer-commit boundary.
- Exclude pending-effect candidates from periodic finalization so it
cannot skip ahead of their owner. Keep explicit and startup recovery
behavior compatible. Respect maintenance disablement, drain, standby,
and shutdown.
- Add concurrent, idempotent migration 0411 with partial indexes for
pending effects and their current coordinator binding. Retain the five
newest schema snapshots.
- Document producers, query evidence, failure history, and scope in
`doc/plans/2026-10-25-native-pending-effects-sleep-audit.md`.

## Verification

- Source `ba38ee465df02b6026286b5d5e15ae49fe07a367` passes all 2284
distinct cases across 25 complete files, without skips. The main
selection passes 2225 in 203.94 seconds; safe-replacement passes 59 in
26.03 seconds. Coverage includes all 968 native-session cases, the
94-case status-authority/pending-effect corpus, actual decision/lease
producers, Stop, queue, interaction, reconstruction and Slack consumers.
The audit gives per-file counts.
- The complete 94-case corpus passes again on the same database in 16.03
seconds. Retained PSC/OUT rows and an unrelated sentinel remain
unchanged. The repeat is not counted again as distinct coverage.
- Twenty-one separate fresh PostgreSQL 17 databases migrate through 0411
before setup. Four embedded-only fixture imports temporarily use their
own external database on this IPC-exhausted host and are restored byte
for byte. Assertions and timing limits stay unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. Original runtime/schema edits and
unrelated upstream blobs are preserved. Both original concurrent index
statements, all prior executable history, journal entries and retained
snapshot bytes are unchanged; five snapshots 0407 through 0411 remain.
- Populated 0410-to0411 upgrade preserves all 409 prior migration
receipts and 38 companies, appends one receipt and adds none on replay.
Both indexes are valid and ready on fresh and upgraded databases.
- Adopting the latest prepared prerequisite changes ancestry and parent
audits only. All accepted core trees remain identical. The audit retains
earlier failures and qualifications. Actual landed-parent ancestry is
now reconciled; fresh published-head CI and exact-head Greptile 5/5
remain required. No deployed sleep, Cloud-wake or fleet-cost claim is
made.

- Current parent context: integration
`5f7cd7bc589ad0169dfb5f33df611ead56510ca3` changes only the parent's
GitHub observation bound and independent cleanup assertion. All
production code, packages and 25 accepted test files remain unchanged.
Both focused GitHub idle cases pass in 15.26 seconds and the complete
six-case cleanup suite passes in 8.47 seconds on two fresh 0411
PostgreSQL fixtures. This does not claim the full parent workflow was
rerun here.

## Risks

- A missing producer can delay work until restart. The audit covers
current supported writers. Independent SQL and other processes remain
outside the local notification contract.
- Recovery validates existing targets; it cannot recreate a missing
target or silently mark it delivered. Such work retains an error and
retry.
- The indexes add write/storage cost and use the existing restart-safe
concurrent migration runner.
- Other finalization duties still poll until their separate migrations.
This PR does not prove host/database suspension, extend Cloud alarms, or
claim fleet savings.
- The actual prerequisite squash is adopted through a normal merge. Its
complete tree equals the reviewed parent, and the complete accepted
child tree is preserved. Fresh published-head CI and review remain
required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning and code-execution tools.
The exact serving model ID 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>
Co-authored-by: Codex <noreply@openai.com>
2026-10-29 00:28:00 -05:00
DottaandPaperclip 4e715eb7ea fix(server): schedule historical unsafe export recovery (#17687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs can retain accepted results after an unsafe workspace
export fails.
> - Historical recovery can retire an old notice or resume the accepted
result without another provider turn.
> - The periodic reaper repeatedly scans failures that cannot currently
recover.
> - Existing rows and committed changes can identify the actual recovery
obligation.
> - This pull request wakes recovery from those changes and retries only
owed work.
> - Dormant history becomes quiet while ownership and explicit operator
decisions remain protected.

## Linked Issues or Issue Description

**What happened?**

The native finalization reaper repeatedly visits historical unsafe
workspace-export failures. Cancelled tasks, newer runs, changed
contracts, and explicit operator decisions can make those rows
permanently ineligible. They still produce periodic database reads.

**What did you expect?**

Retire stale unsafe-export notices and recover eligible accepted
results. Stop reading dormant history until a relevant committed change
occurs. Keep a retry while a real obligation is blocked by ownership or
a transient failure.

**Steps to reproduce**

Retain an unsafe-export terminal failure whose task is cancelled or
superseded. Leave the instance idle after startup. The periodic reaper
continues reading that history.

Prerequisite #17680 is merged into master. Related: #14402 established
safe export finalization; #14329 was an earlier historical recovery
proposal. #17679 owns separate policy-review cleanup. This PR changes
only historical unsafe-export scheduling and its producers.

## What Changed

- Register a scoped worker through the existing coordinator and
scheduler. Remove this duty from periodic reaping. Preserve the
manual/startup recovery entry point.
- Distinguish stale notices, eligible accepted results, dormant history,
and concrete ownership contention. Reuse the existing mutation owner and
lock order. Preserve explicit settlement vetoes and exact
result/contract identity.
- Signal relevant task, run, action, and deletion writes before they
commit. Existing transaction boundaries handle nested commits and
uncertain outcomes. Notifications contain only scope IDs.
- Retain a retry only for owed work. Reconstruct work at startup,
preserve drain/resume, and stop through the shared lifecycle.
- Add concurrent, idempotent partial index migration 0410 for unsafe
terminal failures. Keep the five newest generated schema snapshots.
- Document producer coverage, query plans, supported writer boundaries,
and test failures in the unsafe-export audit.

## Verification

- Source `2a13dd08a6cc52f0adab09e3df9ce31e97b746b9` passes all 2188
cases across 24 complete files, without skips. The main selection passes
2129 cases in 192.58 seconds; safe-replacement passes 59 in 26.04
seconds. Coverage includes all 968 native-session cases, real
export/action producers, explicit continuation, workspace
reconstruction, interaction routing, Stop, queue and Slack consumers.
The audit gives per-file counts.
- Twenty separate fresh PostgreSQL 17 databases migrate through 0410
before setup. Four embedded-only fixture imports temporarily use their
own external database on this IPC-exhausted host, then are restored byte
for byte. Assertions and timing limits stay unchanged. This is qualified
external-database acceptance, not an unmodified embedded CI run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. Normal integration preserves the
complete original runtime/schema patch and unrelated upstream blobs.
Original concurrent index SQL, all prior executable history, journal
entries and retained snapshot bytes are unchanged; five snapshots 0406
through 0410 remain. Added comment removal preserves the full
non-comment TypeScript token streams.
- A populated 0409-to0410 upgrade preserves all 408 prior migration
receipts and 38 companies. It appends exactly one receipt; replay adds
none. The index is valid and ready on fresh and upgraded databases.
- The owning audit retains earlier fixture failures, skipped checks and
notice-retirement regression history. Older combined stack checks retain
their original scope in their owning audits. Actual parent
`73d24aa5acfcf17b3f676b4da7cd05eb70b60b99` is reconciled through a
normal merge. Its tree equals the reviewed ancestor and the complete
accepted child tree is unchanged. Fresh published-head CI and Greptile
5/5 remain required. No deployed sleep, fleet-cost or live provider
qualification claim is made.

- Inherited prefix correction: current integration
`8f43c9f81fac23b50997e7f0e1d0d9cf383a8109` changes only two values in a
previously unselected corpus fixture. All production code, the complete
package tree and all 24 accepted test files remain byte-identical to the
2188-case source above. The additional complete 72-case corpus passes in
14.00 seconds and again on the same database in 13.08 seconds. Retained
PSC/OUT and sentinel rows remain unchanged. The repeat is not
double-counted. The parent audit retains the original collision and
rejected cleanup attempt.

- Latest parent context: integration
`4d51231abe8b68c21ce896d0d2ac16865978c8ab` carries only the parent's
one-argument GitHub observation correction and an independent master
cleanup assertion. All production code, packages, 24 accepted suite
files and the additional corpus are unchanged. The two focused
native-presentation cases pass in 15.14 seconds and the complete
cleanup-removal suite passes all six cases in 8.31 seconds on two fresh
0410 PostgreSQL fixtures. This does not claim the full parent workflow
was rerun here.

Current head `b28399babac72ba9db1c4a4ef882c5e87aded38c` has passing CI
and Greptile 5/5 with no actionable findings. The first CI attempt lost
runners: fourteen jobs explicitly received simultaneous shutdown
signals, two reported lost runner communication, and two aggregate gates
failed downstream. One failed-job retry on unchanged source passes. The
underlying host shutdown cause remains unconfirmed; no code fix or extra
retry is claimed. [CI run and
attempts](https://github.com/paperclipai/paperclip/actions/runs/40819408528).
No Ponytail verdict is present.

## Risks

- A missing future producer can delay dormant-history discovery until
restart. The audit names current producers. Independent SQL writers and
other server processes remain outside the process-local signal contract.
- Physical ownership and uncertain operations retain retries. Time alone
does not authorize taking workspace ownership. No provider turn or
unsafe archive retry is added.
- The recovery owner remains authoritative if state changes after
discovery. Terminal UI status does not authorize resource destruction or
accepted-result replay.
- The partial index adds matching-row write/storage cost. It builds
concurrently through the existing restart-safe migration runner.
- This proves the changed worker becomes quiet. It does not prove host
suspension, external wake coverage, or fleet cost savings. Other sleep
migrations remain. This slice still requires fresh current-head CI and
reviews.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning and code-execution tools.
The exact serving model ID 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>
2026-10-29 00:13:22 -05:00
DottaandPaperclip 73d24aa5ac fix(server): schedule automatic completion review retirement (#17680)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native finalization preserves accepted work and resolves task
status.
> - A historical cleanup removes automatic completion-review cards that
current policy no longer creates.
> - The periodic finalization pass repeats that lookup even after all
matching cards are gone.
> - This PR gives this cleanup its own committed hints and pending-card
retries.
> - The existing owner retains withdrawal receipts and protects genuine
reviews.
> - Idle history stops causing recurring cleanup reads.

## Linked Issues or Issue Description

Refs #17679. This is a separate stacked slice for automatic
completion-review retirement. Obsolete version-change reviews belong to
the parent PR.

**What needs to be improved?**

`reconcileNativeFinalizations` repeatedly discovers old automatic
completion reviews. The discovery helper also converts SQL errors to an
empty result, which would let a new event-driven worker forget failed
reconstruction.

**Why is this improvement important?**

Idle tenants should not query for absent cleanup work. Failed discovery
must preserve the retry, and removing a historical card must preserve
the durable trigger for later evidence reassessment.

**Proposed solution**

Use the existing card, decision, effect, assessment and contract rows.
Reconstruct candidates at startup, signal the existing decision commit,
and retry exact pending cards. Keep the direct cleanup call inside
active finalization. ROADMAP.md and the related native review work were
inspected; this change owns the scheduling migration only.

## What Changed

- Add automatic completion-review registration to the shared scoped
deadline worker. Reconstruct 100-row keyset pages and dispatch fair
batches of twenty.
- Signal company/issue IDs before the native decision transaction
writes. Keep outer-transaction settlement with the existing work-signal
boundary.
- Split raw discovery from the public helper's compatibility error
handling. Worker lookup failures propagate so the shared scheduler
retains dirty scope and retry.
- Reuse the complete historical predicate and existing withdrawal owner.
Recheck the selected card identity, payload and system author fields in
the conditional update.
- Preserve the withdrawal reason, chat publication, activity record,
direct finalizer call, startup/manual recovery, and subsequent evidence
reassessment.
- Skip only this duty in periodic reaping. Retain admission,
drain/standby, retry and joined shutdown.
- Add producer/lifecycle documentation. Add no table, schema migration,
provider branch or independent timer.

## Verification

- Current source `3f4d35ac0154aedc76cc39486d3758c73b1e6ff4`: all 462
cases across seven complete files pass with no skips in 49.31 seconds.
This covers both review workers through the real status-authority
corpus, startup/timing, recovery, finalization, external chat and
governed milestones. Nested corpus fixtures are not double-counted.
- Five separate fresh PostgreSQL fixtures migrated through parent 0409
before setup. Database build, server typecheck/build, module boundaries
and target migration order pass. The whole database source tree matches
the parent; no migration or table is added.
- Normal integration preserves substantive owned edits and unrelated
upstream blobs. Actual landed-parent ancestry and fresh current-head
Greptile 5/5 and clean CI remain required. This is worker and
integration acceptance, not deployed sleep qualification.

- The inherited P2 fix changes only two fixture prefix values. All
production code, other fixtures, assertions and timing limits are
unchanged. The full 72-case corpus also passes again on the same
database in 12.95 seconds. Retained PSC/OUT rows and an unrelated
sentinel remain unchanged after both runs. The repeat is not
double-counted among the 462 distinct cases. The parent audit retains
the original collision and rejected cleanup attempt.

- CI correction: the 40f head fails the passive native-presentation
initial idle observation in chat shard 1. An unchanged local pair
passes. A controlled committed hint plus a 600 ms held run attempt makes
the original one-second observation fail; the identical probe passes
with the established five-second observation bound. This demonstrates
the coalescing boundary, not the unrecorded exact CI token timeline. No
unchanged-head CI retry was used.
- The probe is removed. The only permanent code change is that initial
poll bound. It still requires zero active work and no deadline, followed
by two minutes with no SQL, transaction or provider writes. Production
code, worker/business deadlines, rollback and committed-settlement
assertions are unchanged. All 274 cases in the named GitHub agent-review
workflow pass in 232.06 seconds. Other cases in the large file are
outside that named selection. The earlier 462-case selection retains
identical source. Both owning audits preserve the failure and scope
limits. Fresh updated-head CI and reviews remain required.

- Master integration: independent master
`49fe8b87a49aa5a8985a08dd3d5ce57bdd24756c` adds one company-skill
cleanup assertion. A normal merge preserves both complete binary
patches. All production code and the accepted GitHub integration file
are unchanged. The full six-case cleanup-removal suite passes in 8.16
seconds on fresh PostgreSQL. Database history is unchanged.

## Risks

- A normal native decision can cause one scoped lookup even when it
creates no historical card. It retains no periodic scan when settled.
- Startup reconstruction cost scales with historical data and joins. No
constant-cost or fleet-savings claim is made.
- Process-local signals cover instrumented writers. Independent SQL
writers and concurrent older controllers need explicit integration.
- Retirement and status reassessment are distinct obligations. The
existing durable withdrawal receipt and remaining finalization owner are
preserved.
- Failed withdrawals retain retries while exact pending cards remain. A
database lookup failure must not be interpreted as completion.
- Other finalization and recovery duties remain. Cloud wake coverage and
host-sleep eligibility are unchanged.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL
tests. The runtime does not expose a more precise model ID or
context-window size for this turn.

## 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

Remote acceptance: head `be668fb975f119efeb4830405d4bb1ab65791f87` has
53 successful gates, verified with `gh pr checks` (no non-passing
checks). Greptile reviewed that head at 5/5. There are no unresolved
review threads. The PR remains draft and unmerged.

Current published head `181bf800a79449961e09c995f2785dd7f8060bb3` has
passing CI, fresh Greptile 5/5 and Ponytail 5/5 with no actionable
findings. Earlier failures remain recorded in the audits.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 23:40:45 -05:00
DottaandPaperclip dfd5b1ac62 fix(server): wake obsolete policy review cleanup from commits (#17679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native finalization repairs saved results and related task state.
> - Its periodic pass also searches for obsolete policy-review cards.
> - Those cards have a precise historical signature and existing durable
rows.
> - This PR gives that cleanup its own committed signals and
pending-work retries.
> - The existing owner still protects real reviews and later task
changes.
> - Settled review history no longer causes repeated cleanup queries.

## Linked Issues or Issue Description

Refs #17677. This PR is stacked on cancelled workspace preservation. It
owns only obsolete policy-review cleanup within the native finalization
reconciler.

**What needs to be improved?**

Every periodic native finalization pass queries for old version-change
review cards, even after all such cards are gone. The parent reaper
combines this cleanup with unrelated finalization and recovery duties.

**Why is this improvement important?**

Empty queries prevent idle tenants from becoming quiet. Removing the
query must preserve historical repair, real review requests, task status
authority, and cleanup after a failed write.

**Proposed solution**

Reconstruct matching pending cards at startup. Signal the existing
native decision transaction before its writes. Schedule bounded cleanup
only while an exact card remains pending. Skip this duty in periodic
reaping while keeping startup and manual entry points. ROADMAP.md and
related PR search found no duplicate of this migration.

## What Changed

- Register obsolete-review cleanup with the existing scoped deadline
worker. Reconstruct in 100-row keyset pages and process fair batches of
twenty.
- Use company/issue hints from the existing status-decision commit
boundary. Serialize only the two IDs; preserve outer commit and
rollback.
- Reuse the exact historical signature and existing cleanup owner. Keep
status-version, decision-pointer, separate-review, activity and
chat-publication guards.
- Recheck selected payload and system-card identity in the conditional
withdrawal so a concurrent edit cannot be cancelled from a stale
snapshot.
- Retain a 30-second retry only while a matching pending card survives.
Preserve drain, standby, startup and joined shutdown.
- Skip only this duty in the periodic finalization pass. Automatic
completion reviews, unsafe exports, status effects, evidence
reassessment and workspace finalization remain separate migrations.
- Add the owner audit and validated external-test database support for
the existing status-authority corpus. Add no schema, table, independent
timer or provider branch.

## Verification

- Current source `4cc0d03ae96bd92a4fdad44168c2a8647d42466c`: all 443
cases across seven complete files pass with no skips in 46.46 seconds.
This covers the full status-authority corpus and cleanup worker,
startup/timing, heartbeat recovery, native finalization, external chat
and governed milestones. The audit gives per-file counts without
double-counting fixtures inside the corpus matrix.
- Five distinct fresh PostgreSQL fixtures migrated through parent 0409
before setup. Database build, server typecheck/build, module boundaries
and target migration order pass. The whole database source tree matches
the parent; no migration or table is added.
- Normal integration preserves substantive owned edits and unrelated
upstream blobs. The earlier circular notification-payload failure
remains in the audit. Actual parent
`51c3f8924cb0bd5fe7cbda15ad9b8f06a6a11055` is reconciled through a
normal merge, with its full tree equal to the reviewed ancestor and the
entire accepted child tree unchanged. Fresh current-head Greptile 5/5
and clean CI are still required. No deployed sleep qualification is
claimed.

- Review correction: the old head reproduces a fixed-prefix collision on
a same-database corpus rerun. The initial deletion attempt passed
assertions but failed teardown on non-cascading audit foreign keys; it
was removed. The final two-value change uses each fixture company UUID
in its prefix and changes no production behavior, assertions, timing
limits or teardown.
- The complete 56-case corpus passes a second time on the same database
in 10.15 seconds. Retained PSC/OUT rows and an unrelated sentinel
company remain unchanged after both runs. The repeat is not
double-counted among the 443 distinct cases. The audit retains both
failures and their causes. Fresh CI and Greptile are required for the
updated head.

## Risks

- Startup reconstruction still scans historical candidates and joins;
its cost scales with history. Scoped commits use existing indexes. No
recurring query remains after this worker settles.
- The signal covers instrumented single-process writes. Independent SQL
writers and concurrent older controllers need explicit integration.
- A normal native decision can cause one scoped lookup, even when it
creates no obsolete review. It does not retain a periodic scan.
- Failed withdrawals retain retries while matching cards remain. Actual
cleanup still uses the existing locking, authority and activity owner.
- Other finalization duties still run. This PR does not establish
whole-instance quiet, external alarm coverage, provider suspension or
fleet savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL
tests. The runtime does not expose a more precise model ID or
context-window size for this turn.

## 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

Current published head `9aa67199da64d700fd6230829d38f2ef522a07fe` has
fresh Greptile 5/5, Ponytail 5/5 with an unconditional ship verdict, and
all current CI checks passing or skipped. The reproduced rerun P2 is
fixed and its thread is resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 22:53:19 -05:00
DottaandPaperclip 51c3f8924c fix(server): schedule cancelled workspace preservation (#17677)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A cancelled native run may still owe preservation of prepared
workspace files.
> - The existing recovery receipt and source lease record that
obligation.
> - The orphan reaper still searches for these cancellations on every
pass.
> - This PR registers committed cancellations with the shared deadline
worker.
> - The existing retention owner keeps file pinning and ownership
checks.
> - Idle and completed history no longer causes this preservation scan.

## Linked Issues or Issue Description

Refs #17674 and #17145. Stopped instruction collection is merged into
master. It owns file-preservation discovery only. The existing
environment cleanup worker continues to own stop-only teardown.

**What needs to be improved?**

`preserveCancelledNativeWorkspaces` runs from every orphan-reaper pass.
It queries even when no cancelled native workspace needs a file-recovery
hold. Current foreground Stop can also defer retention after a lock or
database failure, so startup-only recovery would be insufficient.

**Why is this improvement important?**

Empty queries keep idle tenants active. Removing them must not lose user
files, weaken Stop ownership, replay cancelled work, or turn a retained
allocation into destructive cleanup.

**Proposed solution**

Register the existing durable obligation from committed run-status,
cancellation-acknowledgement and workspace-reference writes. Reconstruct
it at startup. Keep retries while actual preservation remains
unresolved. Disarm after the existing owner records the hold. Related-PR
search and ROADMAP.md review found no duplicate of this scheduling
migration.

## What Changed

- Add a company/run-scoped preservation worker with 100-row keyset
reconstruction and fair batches of five.
- Separate pending file debt from immediate coordinator/lease readiness.
Retain a 30-second retry for known unfinished preservation and shared
failure backoff for errors.
- Signal the existing status, acknowledgement, workspace-reference,
deletion and settings transactions. Add no table or independent timer.
- Keep exact source checks, no-workspace contracts, task/coordinator/run
lock order, retention receipt and no-replay recovery card with their
owners.
- Recheck cancellation acknowledgement, run status and coordinator phase
under the retention locks. Preserve the existing foreground preterminal
API.
- Keep startup/manual recovery; skip only this duty in periodic reaping.
Preserve drain/standby and shutdown behavior.
- Add concurrent, replay-safe partial index migration 0409 and retain
the five newest snapshots.
- Add the producer and lifecycle audit in
`doc/plans/2026-10-25-cancelled-workspace-preservation-sleep-audit.md`.

## Verification

- Current source `21b46a8e4293ca670235117458b984493a181759`: all 1472
cases in 16 complete files pass without skips. The owner passes 84 cases
in 14.93 seconds. Fifteen consumer files pass 1388 cases in 133.46
seconds, including all 968 native-session cases and Stop, dispatch,
restart, workspace-sync and upgrade-readiness coverage.
- Twelve separate fresh PostgreSQL 17 databases migrated through 0409
before setup. The embedded-only lifecycle fixture temporarily used its
own external database on this IPC-exhausted host and was restored byte
for byte. Assertions and timing limits stayed unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-head migration order pass. The complete original runtime/schema
patch and unrelated current-parent blobs are preserved. Original
concurrent index SQL, all earlier executable history and retained
snapshot bytes are unchanged; five snapshots 0405 through 0409 remain.
- A populated 0408-to0409 upgrade preserves all 407 prior receipts and
38 companies. Exactly one receipt is appended; replay adds none. The
preservation index is valid and ready on fresh and upgraded databases.
- Actual parent `82529741418e138d9d623bf13d2fa22c1ff79d36` is merged
through a normal ancestry reconciliation. Its complete tree equals the
reviewed parent. The entire accepted child tree and all source hashes
are preserved. The audit retains earlier failures, qualifications and
per-file counts. Published head
`b34f0589847f33754ecde9413fd36bf007353d2c` has Greptile 5/5 and all 57
checks passing or skipped. No Ponytail review is present. These checks
do not establish deployed host/database suspension or Cloud alarm
delivery.

## Risks

- Signals cover instrumented single-process writers. Independent SQL
writers and additional replicas need integration.
- Status signals may inspect a run without relevant file debt once. They
do not create recurring work. Discovery and memory still scale with
actual candidates.
- Missing ownership or stop evidence remains pending. Active retries are
intentional while a concrete file obligation is unresolved.
- Retry timing is process-local; startup reconstructs durable debt. The
worker does not overwrite another native-finalizer deadline.
- Admitted database operations may finish after drain begins. Shutdown
joins them. Provider teardown remains with the existing cleanup owner.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarm coverage, sleep eligibility and host suspension are
unchanged. This proves worker behavior, not fleet savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and PostgreSQL
tests. The runtime does not expose a more precise model ID or
context-window size for this turn.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 22:27:11 -05:00
DottaandPaperclip 8252974141 fix(server): schedule stopped instruction collection (#17674)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Runs can stop while their private instruction edits still need
collection.
> - Existing copy rows and stop evidence describe that unfinished work.
> - The orphan reaper still queries for it on every maintenance pass.
> - This PR activates collection from committed copy and run
transitions.
> - It uses saved retry deadlines when stop proof or collection remains
pending.
> - Active copies and completed history no longer cause collection
polling.

## Linked Issues or Issue Description

Refs #17671 and #17670. Both prerequisites are merged into master.
Captured saves and post-save release remain separate reasons with their
own workers.

**What needs to be improved?**

`recoverStopped` queries instruction copies on every orphan-reaper pass,
even when no terminal run owes collection. A run can become terminal
without changing its copy row, so copy-only notifications would miss
real work.

**Why is this improvement important?**

Repeated empty queries prevent idle tenant instances from becoming
quiet. Removing them must preserve edits, stop proof, current ownership,
and recovery after restart.

**Proposed solution**

Use the existing transaction signals, scoped deadline worker, and
scheduler. Reconstruct eligible copies at startup, signal supported copy
and terminal-run writers, and retain saved retry deadlines for
unresolved work. Preserve the existing collection and directory owners.

Related PR search found the warm agent-file ownership work (#14695),
verified stop boundary (#14311), and task-workspace cleanup (#16464).
This PR does not replace those contracts. ROADMAP.md has no duplicate
migration.

## What Changed

- Add scoped stopped-instruction collection with keyset reconstruction
and fair batches of 20.
- Signal before copy preparation, mutation and adoption writes, and
before terminal run writes in their existing transactions.
- Cover heartbeat, native finalization/restart/session recovery,
execution-control, queue and dispatch producers.
- Signal settings changes and company/agent deletion. Preserve drain,
standby, restart and shutdown ownership.
- Recheck terminal-run eligibility in the due-time claim. Keep terminal
status separate from process-stop proof.
- Retain existing stop checks, attempt limits, saved candidate bytes and
remote-resource fencing.
- Skip only this lane in periodic orphan recovery. Preserve
manual/startup recovery.
- Add concurrent, replay-safe partial index 0408 and retain the five
newest snapshots. Add no table.
- Record the owner and producer audit in
`doc/plans/2026-10-25-stopped-instruction-collection-sleep-audit.md`.

## Verification

- Source `cb2818a8f46ef961f744977a258f0e9042e31a42`: all 1469 cases
across 14 complete files pass without skips in 141.69 seconds. This
includes all 968 native-session cases, filesystem saves, startup,
terminal-run producers, dispatch, queue, execution-control, finalization
and lifecycle.
- Eleven separate fresh PostgreSQL 17 databases migrated through 0408.
The embedded-only lifecycle fixture temporarily used its own external
database on this IPC-exhausted host and was restored byte for byte.
Assertions and timing limits stayed unchanged. This qualifies
external-database behavior; it does not claim an unmodified embedded CI
run.
- Database build, server typecheck/build, module boundaries and
exact-current migration order pass. The original concurrent index SQL is
unchanged. All prior executable migration history, journal entries and
retained snapshot bytes are preserved; the five newest snapshots are
0404 through 0408.
- A populated 0407-to0408 upgrade preserves all 406 prior migration
receipts and 38 companies. It appends exactly one receipt. Replay adds
none. The collection index is valid and ready on fresh and upgraded
databases.
- The normal merge of actual parent
`267842fc3c6e6542deed8a1bcc2c78bec8df7862` preserves both complete
patches, all independent sidebar changes from #18117, and the full
accepted server/package/test trees. The complete sidebar test file
passes all 36 cases on the combined tree. React act warnings remain.
- Prior failures and fixture qualifications remain in the audit.
Published head `d176d731f083c7edd2ede688cb901d1e66d8f1d8` has Greptile
5/5, all 57 checks passing or skipped, and no unresolved review threads.
No Ponytail review is present. These local tests do not establish
deployed host/database suspension or Cloud alarm delivery.

## Risks

- Process-local signals cover instrumented writers. Independent SQL
writers and additional replicas still need integration.
- Terminal-run signals can cause one scoped inspection even if no
instruction copy exists. They do not create a recurring scan.
- Reconstruction and memory scale with actual pending candidates; active
candidates are filtered by the run join.
- Admitted file/provider operations can outlive a later drain request.
Shutdown joins them. Uncertain ownership remains pending rather than
being discarded.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarms, sleep eligibility and provider suspension are unchanged.
Worker quiet is not a claim of deployed host/database sleep or measured
savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and
PostgreSQL/filesystem tests. The runtime does not expose a more precise
model ID or context-window size for this turn.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 22:13:57 -05:00
DottaandPaperclip 267842fc3c fix(server): schedule owed agent directory cleanup (#17671)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs can save their directory before temporary-file cleanup
finishes.
> - The existing receipt records stop proof and unfinished cleanup.
> - The orphan reaper still searches for this debt on every maintenance
pass.
> - This PR activates cleanup from committed changes and saved retry
deadlines.
> - The directory owner keeps its resource checks and file lock.
> - Settled directory history no longer causes recurring cleanup
queries.

## Linked Issues or Issue Description

Refs #17670, the merged captured-instruction commit slice. This PR
targets master. It does not include stopped instruction collection or
change the saved-file contract from #14695.

**What needs to be improved?**

The post-save part of `recoverCaptured` queries directory copies on each
orphan-reaper pass, even after all temporary directories have been
released.

**Why is this improvement important?**

Empty database work prevents idle tenant instances from becoming quiet.
Cleanup must still survive a crash after a save and preserve files when
stop or resource ownership is uncertain.

**Proposed solution**

Use existing copy receipts as the source of truth. Notify the shared
coordinator inside relevant copy-write transactions. Reconstruct pending
work at startup and register each saved retry deadline. Keep physical
cleanup in the directory owner. Add a partial index over unfinished
cleanup rather than a new queue table.

Related-PR search found workspace archive and SSH task-workspace cleanup
changes (#17175 and #16464). They own different resources and do not
replace this stopped agent-directory receipt recovery. ROADMAP.md has no
duplicate migration.

## What Changed

- Add a scoped directory cleanup worker with keyset discovery and
batches of 20.
- Signal relevant copy transitions, company/agent deletion, and worktree
execution policy changes.
- Preserve the due-time claim, current receipt read, directory lock,
stop proof, and exact remote-resource checks.
- Read the receipt after release; a returned promise does not establish
cleanup completion.
- Keep unresolved cleanup on its saved retry or shared failure backoff.
Final receipts disarm the worker.
- Register the worker during startup and skip only this lane in periodic
recovery. Keep manual recovery compatible.
- Add concurrent, replay-safe partial index migration
`0407_greedy_star_brand.sql`. Retain the five newest schema snapshots.
- Add the producer audit and lifecycle evidence in
`doc/plans/2026-10-25-directory-cleanup-sleep-audit.md`.

## Verification

Published head: `210fcb1215a3b5e5ed84e420ddb73ab5952d9365`. Source
acceptance: `70a6800eea874bdb87685bf6eea66de79c48b577`. Parent #17670
landed as `b294de546bf9cd3a8578a7a66d7e8ec0eb939799`; normal
squash-ancestry reconciliation preserves the entire accepted descendant
tree. Final follow-ups change audits only.

- All 284 cases in six complete filesystem, startup and heartbeat owner
files pass, without skips, in 48.88 seconds. Four unused fresh
PostgreSQL 17 databases migrated through 0407 isolate destructive
fixtures.
- Three fixtures use supported external database paths. The
embedded-only lifecycle fixture temporarily uses its own external
database on this IPC-exhausted host, then is restored byte for byte. All
assertions and original timing limits remain unchanged. This qualifies
the local result; CI must still pass with the original embedded fixture.
- Actual database build, server typecheck/build, module boundaries and
exact-current migration order pass. The original concurrent idempotent
index SQL bytes are unchanged. All prior executable migration history,
journal entries and retained snapshots stay intact. The five snapshots
are 0403 through 0407.
- Populated 0406-to0407 upgrade preserves all 405 old receipts and all
38 companies, adds exactly one receipt and adds none on replay. The
cleanup index is valid and ready on fresh and upgraded databases. The
entire current database tree equals the source used for this proof.
- Both complete original and upstream patches are preserved. The actual
parent squash tree equals the already-adopted reviewed parent; resolving
eleven duplicate-ancestry text conflicts leaves the whole accepted tree
unchanged, not just selected files. Complete server, package, UI and
test trees still match the 284-case source acceptance.
- The audit retains earlier ownership, stopped-resource, receipt,
fixture and local-runner failures. The no-projects build filter was not
counted as a build pass; corrected actual build and complete reruns
passed before publication. Old draft review scores do not count for this
new head.
- Current-head Greptile gives 5/5 with no actionable findings, and all
57 checks pass. These checks establish worker behavior, not deployed
host/database suspension or measured savings.

## Risks

- Signals cover the existing single-process writer model. Independent
SQL writers and replicas need separate integration.
- The worker retains identifiers for actual pending work. Its index
excludes completed history but does not make large pending backlogs
free.
- File/provider cleanup can outlive an admission change once started.
Shutdown joins admitted operations. Unknown remote ownership remains
pending and no replacement environment is acquired for cleanup.
- The partial index adds storage and write cost. Its concurrent
migration uses the existing interrupted-index repair path.
- Cloud alarm coverage and host-sleep safety remain unchanged. This
establishes worker quiet, not deployed host/database suspension or
measured savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and
PostgreSQL/filesystem tests. The runtime does not expose a more precise
model ID or context-window size for this turn.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 21:51:47 -05:00
DottaandPaperclip b294de546b fix(server): recover captured instruction saves from committed deadlines (#17670)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stopped run can leave captured instruction edits waiting for a
persistent save.
> - Existing working-copy records retain the candidate bytes, attempt
count, and retry deadline.
> - The orphan reaper scans those records on every heartbeat, even when
no save is due.
> - This PR wakes the existing save owner after committed changes and at
saved deadlines.
> - The worker preserves permissions, conflicts, and bounded retries,
then becomes quiet.

## Linked Issues or Issue Description

Refs #17667, the merged preceding PR in this recurring-server-work
stack. This PR targets master. Related warm-file ownership work: #14695.
Its process-stop and retained-directory guarantees remain with their
existing owner. The dedup search found no equivalent captured-save
scheduling migration.

**What happened?**

The commit portion of `recoverCaptured` runs inside the periodic orphan
sweep. Prepared copies, completed history, conflicts, and exhausted
candidates do not need repeated save discovery. A saved candidate does
need recovery after restart or a failed foreground save.

**Expected behavior**

Committed candidate changes reactivate recovery. The worker honors the
saved deadline and existing three-attempt bound. It stops querying after
settlement or deliberate conflict/exhaustion. Permission checks and
canonical save semantics remain in the revision service.

**Steps to reproduce**

1. Start a server with heartbeat scheduling enabled and no captured save
pending.
2. Observe repeated pending-commit queries from the orphan reaper.
3. Capture edited instructions and fail their first canonical file
replacement. The durable candidate must be saved after its retry
deadline without starting a provider.

**Paperclip version or commit**

Reviewed parent `405e533394b26215e22d0452e9b0207d3f784a79`. Actual
parent squash and current master baseline
`27270e9bf8b7a294cf03f8b84f4857f1b1ff05c7`.

**Deployment mode**

Self-hosted server with the existing single-process transaction signal
model. Local verification uses PostgreSQL 17 and actual managed
instruction files.

## What Changed

- Preserve foreground instruction-save ownership and its failure
deadline before recovery spends another attempt.

- Add a bounded captured-commit worker inside the instruction-copy
owner. Existing rows and deadlines supply its state. No new table,
migration, or external scheduler is added.
- Signal writes entering or leaving pending commit from the existing
copy mutation boundary. Only these writes gain a short transaction. File
collection, file replacement, and provider operations stay outside that
new transaction.
- Signal company/agent deletion and worktree execution setting changes.
Preserve drain, standby, startup reconstruction, shutdown join, and
uncertain-transaction handling through the shared coordinator.
- Guard attempt claims with current copy ownership and a still-due
deadline. A concurrent writer that postpones the retry wins without
consuming an attempt. Manual/startup recovery uses the same guarded
owner.
- Remove only captured commits from periodic reaping. Stopped collection
and the separate post-save directory cleanup sweep remain for later
slices.
- Add real producer, file, transaction, concurrency, and lifecycle
tests. Add guarded external test databases to the two filesystem suites
so they can run where embedded PostgreSQL is unavailable.

## Verification

Published head: `915ef6f20a68fffe89711cc97a6196521ea9885d`. Source
acceptance: `9fb75e508f06b05b740099403ce021a61e7c6603`. The actual
#17667 squash ancestry is recorded by a normal merge. Its entire result
tree equals the prior accepted descendant tree; the final commit changes
the audit only.

- All 268 cases in six complete files pass, without skips, in 41.89
seconds on the updated parent. Coverage includes captured saves,
directory consumers, startup, instruction-copy lifecycle boundaries,
recovery and run lifecycle.
- Four unused fresh PostgreSQL 17 databases migrated through parent 0406
isolate the destructive fixtures. Three use supported external URL
paths. The embedded-only lifecycle fixture temporarily uses its own
external database on this IPC-exhausted host, then is restored byte for
byte. Assertions and original timing limits are unchanged. CI must still
pass with the original embedded fixture.
- Actual database build, server typecheck/build, module boundaries and
exact-current migration order pass. Commands select each operation by
name. The earlier local no-projects filter error remains recorded and is
not treated as a build pass.
- The normal parent merge preserves both complete added/removed patches
and every unrelated upstream blob. The entire database subtree is
parent-identical, with no owned schema or migration changes. New parent
worker behavior has current consumer/startup acceptance here and
separate owner acceptance in #17667.
- Earlier foreground ownership, postponed deadline, attempt cap, drain
hold, fixture and skipped-test findings remain in the audit. The prior
head's Greptile 5/5, Ponytail 5/5 and green CI are historical after this
new publication.
- Current-head Greptile and Ponytail both give 5/5. All 58 checks pass.
Prior stacked-head scores are historical; the new published SHA requires
fresh gates. These checks do not establish deployed host/database
suspension or external wake delivery.

## Risks

- Signals cover supported in-process writers. Independent SQL writers
and other replicas require a separate ingress contract. Startup
reconstructs persisted obligations.
- Exhausted candidates stay preserved under the existing policy; the
worker does not increase retry limits or silently discard saved edits.
Database reconstruction failures retain shared backoff.
- Inventory pages scalar fields but retains candidate identifiers in
memory. The query-plan result covers completed history, not a
constant-cost promise for arbitrary exhausted-pending history.
- File saves can outlive a stop request once admitted. Shutdown joins
them. Exact-byte replay and current authorization remain with the
revision owner.
- Other instruction recovery duties and other stack blockers remain.
This PR does not prove host suspension, database suspension, or external
wake delivery. An ordinary protected merge is authorized only after
current review and CI gates pass.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and local
PostgreSQL/filesystem tests. The runtime does not expose a more precise
model identifier or context-window size for this turn.

## 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


Review follow-up: remove seven newly added comment lines to satisfy
CONTRIBUTING.md, preserving the explanations in the owning audit. Both
changed files retain the exact non-comment TypeScript token stream;
other source bytes are unchanged. The original cffe server-shard-9 run
ended after a runner shutdown signal and cancellation, without a final
assertion verdict; that failure is retained and not counted as a pass.
No old-head retry is requested. Fresh current-head CI and Greptile are
required.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 21:29:02 -05:00
DottaandPaperclip 27270e9bf8 fix(server): wake interrupted retry cancellation from committed intent (#17667)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A parked scheduled retry has no executor to finish an interrupted
Stop request.
> - Its saved cancellation fence already records the work that remains.
> - The orphan reaper currently scans for that work on every heartbeat,
including idle periods.
> - This PR registers the existing records with the shared delivery
scheduler and wakes recovery after committed writes.
> - Recovery keeps the existing cancellation guards and settlement
behavior, then becomes quiet.

## Linked Issues or Issue Description

Refs #17666, the merged preceding PR in the recurring-server-work
migration stack. This PR targets master. Related cancellation work found
in the dedup search: #12301 and #7340. This PR changes the trigger for
interrupted parked-retry cancellation; it does not replace their
cancellation or retry policies.

**What happened?**

The periodic orphan reaper queries scheduled retries with cancellation
fences even when no cancellation needs recovery. Its first-20-row scan
can also stop behind malformed evidence.

**Expected behavior**

Committed cancellation intent wakes bounded recovery. Failed work
retains a retry. Startup reconstructs durable work. Empty or settled
work performs no recurring SQL for this duty.

**Steps to reproduce**

1. Start a server with heartbeat scheduling enabled and no interrupted
retry cancellations.
2. Observe the orphan reaper repeatedly query for cancellation fences.
3. Cancel a scheduled retry and fail the final status write after its
fence commits. Recovery must complete the existing Stop request without
running a provider or dropping its metadata.

**Paperclip version or commit**

Current parent squash `7afee8f0622e273d10506b0febfb68f143d168b1`. Source
acceptance `66107ae0a7ad85fd0476f91c4f8f98ae74a7a048`.

**Deployment mode**

Self-hosted server with the existing single-process transaction signal
model. Local evidence uses PostgreSQL 17.

## What Changed

- Add one domain-owned recovery worker over existing heartbeat run rows.
No new table. It delegates to run control and preserves original
cancellation, budget, and operator metadata.
- Signal cancellation fences, lifecycle transitions, dispatch
deferral/promotion/suppression, relevant settings changes, and deletion
within their owning transactions. Wrap only the ordinary database fence
in a short transaction; provider calls stay outside it.
- Keep startup/manual recovery compatible and remove this duty from the
periodic orphan sweep. Other reaper duties remain for separate PRs.
- Extend the shared scoped worker to retain pending work with a
memory-only admission retry while its owner is paused. Without pending
work, it schedules nothing. Existing GitHub consumers retain their
behavior.
- Add a concurrent idempotent partial index and lifecycle/producer
tests. Enable guarded disposable PostgreSQL URLs in affected test
harnesses.
- Reconstruct one hundred candidates per scope per scheduler pass.
Resume from the saved scope cursor and retain fair twenty-item execution
batches. Manual recovery starts cancellation before reading the full
backlog.
- Require the recovered browser reply to be saved before testing reload.
Keep all original assertions and time limits.
- Record the full producer audit, lifecycle limits, and failed attempts
in `doc/plans/2026-10-25-scheduled-retry-cancellation-sleep-audit.md`.

## Verification

Published head: `405e533394b26215e22d0452e9b0207d3f784a79`. Source
acceptance: `a35fa43b98e2bd378d4a920d2775ce243654838b`. The final commit
changes the audit only.

- All 363 backend cases in ten complete owner and consumer files pass
without skips. This includes actual Stop/retry producers, transaction
settlement, interrupted-write recovery, pause/resume, shutdown, fair
backlog processing and quiet after settlement. Seven separate fresh
PostgreSQL 17 databases prevent fixture interference.
- The two embedded-only backend fixtures temporarily use separate
external databases on this IPC-exhausted host. Their fixture imports and
native client teardown are restored byte for byte afterward. Assertions
and timing limits are unchanged. CI must still pass with the original
embedded fixtures.
- Two paging regressions fail on the prior worker and pass on the fix.
They cover cancellation before full reconstruction, a malformed first
page, fair batches, a newly committed intent behind the cursor, and no
later idle SQL. Per-candidate admission reads remain deliberate safety
checks.
- The repeated CI reload failure is reproduced with a temporary
twelve-second fixture settlement delay. The trace retains the same
five-second missing-reply assertion, even though a cleanup race masked
it in the top-level error. Requiring exactly one saved reply from the
resumed run passes under the identical delay. The fault is removed. All
six browser journeys pass on the final source in 40.5 seconds, with zero
retries and the original 120-second case and five-second reload limits.
- Browser acceptance uses the canonical CLI/server/static-UI path and a
fresh external database. Only fixture database-URI setup is temporarily
adapted and then restored. This is not an unmodified embedded
CI-environment reproduction. The six cases include the controlled case;
repeated runs are not added to the distinct count.
- Actual database build, server typecheck/build, module boundaries and
exact-current migration order pass. The database source tree is
unchanged from the verified 0405-to0406 upgrade: all 404 prior receipts
and 300 companies stay intact, exactly one receipt is added, replay adds
none, and the index is valid on upgraded and fresh databases. The five
snapshots remain 0402 through 0406.
- All earlier failures remain recorded in the audit. Prior head
`48b3fcb83f305616df02a4337a42ec0867bb4b80` had exact-head Greptile 5/5
but failed the repeated browser assertion. It was not retried blindly.
Its completed Ponytail review's backlog concern and old migration
paragraph are addressed here. Old scores do not satisfy new-head gates.
- Current-head CI passes. Exact-head Greptile and Ponytail both give
5/5, with no remaining actionable findings. These checks do not prove
deployed instance or database suspension.

## Risks

- Only supported in-process writers produce local transaction signals.
Independent SQL writers or other replicas need a separate ingress
contract. Startup reconstructs saved obligations.
- A real failure retains bounded retries. Unknown commit outcomes retain
the shared intent hold. Neither is discarded to report quiet.
- Per-owner drain uses a memory-only admission recheck. The shared
helper change affects existing consumers, which have focused regression
coverage.
- The partial index is concurrent and idempotent; it adds index storage.
Each scoped load reads at most one hundred rows. The shared helper
retains discovered pending IDs between passes, so a large unresolved
backlog still uses memory.
- Cloud alarms, idle-safety exemptions, and other reaper duties remain
separate. Merge requires passing current-head CI and review gates.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, and local
PostgreSQL tests. The runtime does not expose a more precise model
identifier or context-window size for this turn.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 21:07:55 -05:00
DottaandPaperclip 94a780286f fix(server): schedule tool health from committed changes and deadlines (#17554)
## Thinking Path

> - Paperclip manages AI-agent work and its connected tools.
> - Idle hosted instances need their database and network activity to
stop.
> - The maintenance tick queries tool connections even when no health
check is due.
> - Existing connection rows already contain eligibility and the last
health observation.
> - This pull request reconstructs health deadlines and refreshes them
after committed changes.
> - The shared coordinator preserves retries, drain, and shutdown
without another private timer.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans connection health every 30 seconds.
Empty instances and connections with fresh health observations still
cause SQL activity.

**Expected behavior**

No eligible connection means no recurring health SQL. Eligible
connections retain the existing 15-minute proactive check. Configuration
changes and health observations update the schedule after commit.

**Steps to reproduce**

Start a server with heartbeat scheduling enabled and no tool
connections. Let startup finish and observe two maintenance ticks. The
old code repeats the health inventory query. The new startup regression
verifies that those ticks do not invoke the health inventory.

**Paperclip version or commit**

This branch includes merged parent #17518 and master
`96727b3cfefb61f85ffe1fbc29a9b6dd6837efe8`. The 47 changed paths belong
to the single tool-connection health duty. No database file differs from
master.

Related: #14638 covers runtime-auth exclusions. #15448, #15325, and
#11910 concern MCP failure classification. This PR preserves those
provider policies and does not replace their work.

## What Changed

- Keep the GitHub error-projection unit fixture at the health-write
boundary and verify the real transaction path in the PostgreSQL
health-worker suite.

- Add a health schedule owned by tool access. Read lean eligibility
fields and saved observation timestamps.
- Register health work with the existing coordinator. Refresh only dirty
connection/application/company scopes using bounded inventory pages,
check due connections in fair company batches, continue concrete due
backlog after one second, and retain failures with backoff.
- Notify before supported eligibility and observation writes in their
owning transactions. Cover API/gallery setup, OAuth, catalog/gateway
observations, email, voice, access removal, deletion, and settings.
- Commit connection creation with grant, binding, and runtime-slot SQL
before its wake. Keep provider calls outside the new transactions.
- Keep provider-to-transport mapping in the chat catalog. SDK-only chat
changes do not wake health work.
- Replace aggregate health scans, retain the public manual sweep, and
document the producer audit and remaining sleep limits.
- Keep metadata-only example and Smoke Lab installs scoped. Lock and
re-read application type before publishing a real eligibility change.
- Keep failed inventory reads on their own retry deadline while healthy
due batches continue.
- Apply fixture migrations before using external disposable databases in
all six producer suites.

## Verification

Published head: `8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62`. Fresh CI and
reviews are required for this exact head.

- **623 distinct targeted cases pass.** The final four complete health,
fair-batching, GitHub health recovery, and startup suites pass 80 cases
after the retry fix. Five complete producer suites pass 543 cases: tool
access 469, access 18, email 45, GitHub events four, and Smoke Lab
seven. The earlier 26 health cases are part of this total, not
additional cases.
- The six producer suites first passed against separate, initially empty
PostgreSQL 17 databases at `acbf262843`. They apply their own
migrations. The subsequent repair changes only the health worker and its
regression; its complete final consumer suites pass on that integrated
parent. Server typecheck and build pass with the final repair.
- **Installer amplification:** five real installs with 205 unrelated
connections reproduced 1,035 example rows and 1,045 Smoke Lab rows.
Repeated metadata installs now load only changed fixture connections.
The same cases restore an excluded application through each installer
and require all 205 unrelated IDs to re-enter the schedule.
- **Concurrent eligibility:** a real PostgreSQL lock-wait case requires
the installer to notify after a concurrent type change. A mutation that
retains the lock but uses the old lookup fails the settled-hint
assertion; original source was restored byte for byte.
- **Retry isolation:** the failing baseline read one unavailable company
three times while another company's 60 due checks drained. Final tests
require one initial read, at least 30 seconds between failed reads,
prompt healthy progress, eventual recovery, and SQL quiet after
settlement.
- Real-service producer coverage includes AgentMail activation/pause,
GitHub installation changes, and member access removal. Lifecycle
coverage includes outer commit/rollback, startup reconstruction,
drain/resume, failure, and shutdown.
- Failure history and exact evidence scope: [health
acceptance](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/idle-tool-connection-health.md#acceptance-follow-up-after-the-plugin-parent-merged-october-27),
[producer
audit](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/plans/2026-10-24-tool-connection-health-sleep-audit.md).
Prior remote failures and earlier 706-case evidence remain historical.
Startup tests emitted listener-count warnings; all assertions passed. No
full local repository-suite, deployed sleep, fleet savings, or live
provider qualification claim is made.

## Risks

- Supported live writers must use the transaction signals. Independent
SQL writers and other replicas need their own wake integration.
- Configured eligible connections still have a real proactive health
obligation. This does not prove Cloud alarm coverage or host/database
suspension.
- Existing manual probes and catalog operations can overlap. This
migration does not introduce a credential-version CAS or change provider
failure policy.
- Voice remains eligible under the previous health policy. Its generic
probe can still report an unsupported transport; changing that behavior
is separate work.
- No database migration, new table, workflow, or lockfile change. This
PR includes its merged parent and current inspected master; later stack
PRs and all current-head acceptance gates remain separate.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
reasoning. The exact serving version 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 21:37:50 -05:00
DottaandPaperclip 4e27a82a42 fix(server): wake approval queue seeding from committed changes (#17510)
## Thinking Path

> - Paperclip manages work and human decisions for AI-agent companies.
> - Automatic decision queues store membership for pending attention
sources.
> - The old attention maintenance scan created that membership as a side
effect.
> - Moving approval retention out of the scan also removed approval
queue discovery.
> - Queue API consumers do not build the attention feed first, so they
can miss pending PR approvals.
> - This pull request gives approval queue discovery its own worker and
commit signals.
> - The worker becomes quiet after it saves every missing membership.

## Linked Issues or Issue Description

Refs #17497. Stacked on #17508, following #17505.

This is a correctness dependency for the approval retention migration in
#17497. Do not treat that migration as complete without this
queue-population path. A real PostgreSQL regression found no PR queue
when a pending approval had a linked PR work product and the maintenance
feed excluded approvals.

Related: #13364 proposes pruning stale seeded memberships. This PR
preserves existing membership retention and does not implement pruning.
#15149 documents the decision-queue APIs.

## What Changed

- Add an approval queue worker that selects missing PR-queue memberships
from existing durable records. Bound each pass to 100 rows. Continue
past failed rows and revisit them on retry.
- Reuse the queue service's seed writer through a normalized source
contract. Keep queue rules, uniqueness, and audit writes in that
service. Keep feed readers compatible.
- Wake from committed approval and link changes, issue/company
visibility, PR work-product changes and imports, and queue-rule changes.
Reuse the existing transaction boundaries.
- Recheck approval status under a row lock. Serialize queue-rule changes
with the seed writer. Preserve required recovery during drain and
shutdown.
- Register startup reconstruction under the existing maintenance switch.
Leave other attention-source seeding with its current owner until its
own migration.
- Document the complete producer audit and stack dependency. Add a
validated external PostgreSQL option to the existing queue route suite
so it runs on hosts without embedded database support.

## Verification

Current tested revision: `7948136ef8`. This PR targets master after
#17508 merged as `8406047b4e`. Normal ancestry reconciliation preserved
the complete tested integration tree, before the review repairs below.
Only the original 25 seeding paths differ from master, and database
schema/migration metadata is identical.

- **56 cases pass in the three complete affected suites:** 28 approval
seeding, 6 queue routes and 22 task-watchdog cases. Server typecheck and
production build pass.
- Three real PostgreSQL retry regressions failed then passed: new
matching arrivals cannot postpone a recovered failure indefinitely;
successful partial progress resets old failure penalties; an empty
cursor rollover does not reset outage backoff. Exact one- and two-second
retry assertions, eventual complete recovery and existing
capped-backoff/company isolation tests pass.
- Three genuinely empty external databases failed before setup repair
because tables were missing. Each suite now applies migrations itself.
All 55 cases passed on a second set of fresh databases; adding the final
rollover guard then passed all 56 cases using those now-migrated
fixtures. No production migration or table is added.
- The initial expanded fresh run passed 54 cases but failed a cleanup
expectation that omitted a required cursor rollover pass. The fixture
now permits that explicit continuation while preserving exact deadline
and complete-membership assertions. All failure records remain in
`doc/idle-approval-queue-seeding.md`.
- The prior integrated revision `4e725e2055` passed **522 cases in
fifteen complete producer/consumer suites**, plus types/build. Its
unchanged consumer code and historical deadlock, cross-company
amplification, backoff, gateway integration and setup evidence remain
documented; those counts are not relabeled as current acceptance.

Commands: server Vitest for approval queue seeding, queue routes and
task watchdogs; server typecheck/build. Fresh exact-head
Greptile/Ponytail reviews and all CI checks remain required. No full
local repository-suite, deployed suspension or cost claim is made.

## Risks

- Signals cover the supported in-process service writers. Independent
SQL writers and multiple server replicas need a separate notification
contract.
- The source predicate must stay aligned with unscoped attention
maintenance. The first linked issue, company scope, pending status, and
execution visibility are tested. A pending approval itself keeps its
linked external conversation active.
- Existing enabled seed rules can re-add manually removed matching
memberships. This preserves the old scan's behavior. Completed or
archived membership is not pruned.
- Queue seeding and retention are separate owners. Other attention
sources still need their own event-driven discovery before the aggregate
scan can be retired.
- This PR does not extend Cloud wake coverage, relax sleep admission, or
claim measured host/database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:33:01 -05:00
DottaandPaperclip 8406047b4e fix(server): schedule join request retention from durable deadlines (#17508)
## Thinking Path

> - Paperclip manages agent companies and their access requests.
> - Pending join requests appear in the attention feed and can age into
automatic archival.
> - The maintenance tick reads those requests even when no archive is
due.
> - Existing request rows already store the activity timestamp needed
for retention.
> - Committed changes can wake a worker that registers the next actual
deadline.
> - This PR gives join-request retention its own bounded worker and
removes its recurring feed scan.
> - Idle and resolved history stop producing retention traffic without
changing access approval.

## Linked Issues or Issue Description

**What happened?**

Every retention maintenance pass reads pending join requests through the
attention feed. Empty, resolved, kept, and future-due states still
participate in recurring discovery.

**Expected behavior**

Committed request and retention changes wake the owner. It waits until
the next actual archive deadline and stops querying when no eligible
request remains. Existing approval and visibility behavior is preserved.

**Steps to reproduce**

Start an idle company with no pending join requests, or with requests
younger than the 90-day archive threshold. Observe the maintenance feed
repeatedly select join_requests. No state change is needed to cause
those reads.

This PR targets master after #17505 merged. Approval retention is
#17497. Other attention source kinds remain separate migration duties.
No duplicate open join-retention PR was found.

## What Changed

- Add a join-request retention owner that preserves pending status,
active-company visibility, matching invite ownership, and keep/archive
controls. Invite expiry or revocation retains the existing feed policy.
- Reuse one `createDecisionRetentionSweep` for approval and join paging,
atomic retention and finite scan cycles that revisit failures despite
continuing arrivals. Eligibility and source-row locks stay with each
owner.
- Register real saved deadlines, rounded upward in SQL to millisecond
precision, with the existing coordinator. Preserve 100-row pages and
thirty-second notification coalescing without idle polling.
- Materialize unseen join state inside the existing authorized
keep/archive/revive transaction, preserving archive choices and source
locking.
- Notify before request inserts and updates in the existing acceptance
and Slack transactions. Use a small SQL-only helper for replay and
approval/rejection updates. Company status, budget pause/resume,
deletion, and retention controls notify this owner too.
- Preserve the approved-only API-key consumption path without a new
wrapper; it cannot produce pending retention work.
- Exclude join requests from maintenance feed collection while retaining
normal UI reads.
- Add an idempotent concurrent partial pending index and prune old
schema snapshots through the existing generator.
- Document producer coverage, boundaries, failure evidence, and
remaining work.

## Verification

Test revision: `df1815fbba`. Normal integration of landed workspace
precision `d23dd19750` has an identical complete source tree. This
remains only the join-retention duty and its shared approval-retention
mechanics, targeting master.

- **55 worker cases pass**, including two new PostgreSQL regressions
that failed before repair: continuing overdue arrivals no longer
postpone a recovered failure indefinitely, while an entire failed page
still allows later healthy rows to progress.
- The nine complete suites passed 341 cases but failed an attention
cleanup hook after its 16,400-run case. After vacuum/analyze of only
that disposable fixture, the full 31-case attention suite passes
unchanged. Together with the original eight passing suites (311 cases),
all 342 distinct cases pass across complete-suite executions. Recovery
is established; the original cleanup slowdown is not claimed explained.
Server typecheck and production build pass.
- Earlier CI at `df1d4d0` failed the unchanged decision-expiry restart
deadline assertion (a thirty-second retry appeared before the saved
expiry). All twenty unchanged expiry cases pass locally, but the CI
timing cause remains unproven. No retry, timeout relaxation or assertion
change is used to dismiss it; fresh final-head CI remains required.

- **Five regressions failed before repair:** three unseen join controls
returned 404, and both owners advertised a microsecond deadline one
millisecond early. All pass. Two old real-producer expectations failed
after the correct rounding change; they now derive exact expected
milliseconds independently from database integer microseconds instead of
truncating a JavaScript Date.
- The initial timing-only concurrency test still passed a missing-lock
mutation. It now observes the actual PostgreSQL wait before releasing
the writer. Production passes; removing the lock fails with zero waiters
instead of one. Source is restored before commit. The archive-first
committed-order case confirms that later activity stays archived until
explicit revival; no broader race guarantee is claimed.
- Generated concurrent/idempotent `0393_open_grandmaster.sql` adds only
the pending join index. All 391 parent journal entries and historical
SQL files remain unchanged. Five generated snapshots remain (0389–0393).
Migration safety/numbering, schema drift and actual apply/replay on six
isolated PostgreSQL fixtures pass.
- Existing lifecycle cases retain real HTTP invite
acceptance/approval/rejection, Slack identity linking, rollback/outer
commit, source visibility, failure rotation, drain/resume and shutdown
coverage. Earlier stack setup and CI failures remain in the owning audit
and stack ledger; they are historical evidence, not this head's
acceptance.

Commands: server Vitest for `join-request-retention-work`,
`approval-retention-work`, `approvals-service`, `attention-service`,
`decision-retention-service`, `budgets-service`, `tool-gateway-service`,
`server-startup-feedback-export`, `scoped-deadline-work`; server
typecheck/build; DB migration checks, snapshot drift and actual
apply/replay. Fresh exact-head CI, security and Greptile/Ponytail 5/5
remain required. No full local repository-suite, deployed suspension or
cost claim is made.

## Risks

- A future supported producer must signal its transaction. Independent
SQL writers and another active server process are outside the
process-local notification contract.
- A writer that wins the source lock first is rechecked before archival.
If archival commits first, later activity preserves the archived state
until explicit revival. Existing invite replay expires before the
retention cutoff and Slack replay deduplicates. Future producers needing
renewed visibility must request revival. Cross-table visibility retains
the existing contract.
- The worker registers only under the existing maintenance enablement
switch. The internal deadline does not add Cloud alarm coverage or relax
conservative sleep blockers.
- New eligibility can wait within the thirty-second aggregate
notification window; known deadlines preempt it.
- Archival preserves pending approval status. Other attention sources
and aggregate maintenance remain separate work.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 20:03:16 -05:00
DottaandPaperclip 553a004926 fix(server): schedule approval retention from durable deadlines (#17497)
## Thinking Path

> - Paperclip manages agent work and should become idle when it owes no
background work.
> - The attention feed archives old pending approvals under the existing
90-day policy.
> - The server rebuilds the feed on each maintenance tick, even when
approval state has not changed.
> - Some approvals have never been read, so retention rows alone cannot
define the work.
> - Approval records and committed eligibility changes define the real
deadline and wake triggers.
> - This PR gives approval retention its own deadline worker and reuses
the existing retention and archive-delivery contracts.
> - The approval lane stops idle scans while other attention sources
remain separate migration work.

## Linked Issues or Issue Description

Stacked on #17490. This PR owns approval retention only. Archive
notification delivery is already separated in #17475. Other
attention-source retention and remaining recurring server duties remain
in the stack inventory. The related-PR search found no overlapping
approval-retention worker migration.

**What existing behavior does this improve?**
Automatic archival of old pending approvals from attention.

**Current behavior**
The shared maintenance tick builds the attention feed for each active
company. That query discovers pending approvals and materializes
retention records before checking their age. An unchanged or empty
approval source is read repeatedly.

**Proposed behavior**
Reconstruct eligible approvals at startup. Schedule the earliest
approval activity timestamp plus 90 days. Wake after committed changes
to approvals, links, issue visibility, company activity, or retention
controls. Stop scheduling when no eligible approval remains. Archive
records through the existing version checks, audit writes, and
notification outbox.

**Reason and benefit**
Idle approval retention should generate no recurring SQL. Unseen
approvals still need eventual archival. A stale candidate must not
archive an approval that was resubmitted while the worker waited for its
source lock.

**Breaking changes**
None intended. The archive age, eligibility, keep controls, audit, and
notification policy remain. Normal attention reads still include
approvals. No Cloud sleep blocker is relaxed.

## What Changed

- Restrict tool-review signals to their existing terminal transition
owners (approve/reject/cancel). Creation/link/revision/resubmit signal
retention only.
- Coalesce retention notifications under one thirty-second aggregate
read budget. Known deadlines still preempt it; no notification or
durable deadline means no scan.
- Add a bounded approval-retention worker. It uses the shared deadline
coordinator and reads pending approvals directly.
- Share first-linked-issue ordering and execution visibility through
`approval-visibility.ts`, used by both the feed and worker. Preserve
actor-specific read filtering and locked archival rechecks.
- Materialize unseen approvals on demand inside manual
keep/archive/revive transactions. Use the saved activity timestamp and
existing versioned state; retain company scoping and rollback on
failure.
- Add awaited pre-write signals to approval, budget, tool, link,
visibility, company, and retention mutation owners. Preserve outer
transaction ownership; keep provider calls outside SQL wrappers.
- Narrow retention inputs to the source fields the existing service
uses. Signal materialization only for inserted or changed state so
unchanged reads converge.
- Exclude approval collection from the maintenance feed before its
query. Other source kinds remain in that sweep.
- Add the pending-only approval deadline index with concurrent,
idempotent creation. Keep the five newest migration snapshots.
- Add real-Postgres lifecycle tests and startup wiring tests. Enable
validated external test databases for existing attention and budget
suites.
- Document producer coverage, quiet conditions, recovery and remaining
scope in `doc/idle-approval-retention.md` and the stack ledger.

## Verification

Current test revision: `dd844f4e8cbbf1db681a774dc31cd552301bef48`,
followed by docs-only `3efda33812`, which received both 5/5 reviews and
passing CI. This candidate normally integrates landed Grok `2adcde162e`.
All runtime and acceptance-test sources are byte-identical to that
tested/reviewed tree; only four independent Runner E2E accounting files
and the ledger differ. Migration 0392 and the parent journal prefix are
unchanged. Local checks are reused for their unchanged source; fresh
final-head CI and reviews are required against master. This remains the
approval-retention duty.

- **315 cases pass** across eight complete suites: approval
retention/service, attention, decision retention, budgets, tool gateway,
server startup and scoped deadlines. All 30 real-PostgreSQL lifecycle
cases pass. Server production typecheck and build pass.
- **Four regressions failed before repair**: unseen young
keep/archive/revive returned 404; the manual keep rollback case could
not reach its update. They now pass. A failed keep update leaves no
retention row or audit; retry succeeds with one audit.
- Both linked-issue orders are checked against the feed: hidden
first/visible later is excluded; visible first/hidden later remains
eligible. The feed and worker use the same owner query, with actor read
filtering preserved.
- Generated concurrent/idempotent migration
`0392_small_frightful_four.sql` adds only the pending approval index.
Every historical parent SQL migration and all 390 parent journal entries
are unchanged. Five generated snapshots remain (0388–0392). Schema
drift, migration safety/numbering and actual fresh apply/replay on five
isolated PostgreSQL databases pass.
- Existing precision, transaction, drain/resume, failure fairness and
shutdown tests remain. Earlier transaction-stub, budget-import,
diagnostic-client and CI failures are recorded in the owning audit and
stack ledger; later passes do not erase them.

- Three additional real regressions failed before the wake repair:
ordinary mutations emitted tool-review signals in both resolution cases,
and sequential tenant writes caused repeated global reads. Tests now
prove terminal approve/reject/cancel signals and one aggregate
reconciliation per thirty-second window with a different company's
pending approval retained. The aggregate budget is stricter than a
separate per-company budget and matches the old default cadence; known
deadlines preempt it.
- The initial coalescing fixture expected the concrete pending-work hold
to clear before reconciliation; it now preserves that hold and measures
SQL. The first broad repair passed 313 cases but failed the existing
parked-review cancel case. The original cancel producer is restored; all
315 now pass without weakening assertions. At old head `5991f257bb`,
security was action-required and Greptile returned service error
`8fb1835c-e564-476b-b802-d5be164ea915`. Fresh repaired-head results are
required, not assumed.

Commands: server Vitest for `approval-retention-work`,
`approvals-service`, `attention-service`, `decision-retention-service`,
`budgets-service`, `tool-gateway-service`,
`server-startup-feedback-export`, `scoped-deadline-work`; server
typecheck/build; DB snapshot drift, migration checks and fresh
apply/replay. Fresh exact-head Greptile/Ponytail and CI remain merge
gates. No full local repository suite or deployed host suspension/cost
claim is made.

Earlier stack verification below is historical evidence at the
explicitly named revisions, not this head's acceptance:

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/20557d2c3dd0949c734eaa8095fd78b9b07d7fd5/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Earlier published head: `20557d2c3dd0949c734eaa8095fd78b9b07d7fd5`. This
remains a single-duty PR stacked on #17490.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/76a49810c7ff403ae7720bef0d453747bd844731/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover the application database owner and its child pools.
Independent SQL writers and other active processes need an explicit wake
integration. Startup reconstructs committed durable state.
- The source row lock prevents stale approval-activity archival. It does
not add cross-table serializability for concurrent link, visibility, or
company-policy changes.
- Newly changed eligibility can wait up to the thirty-second
notification window, matching the former default maintenance cadence.
Saved deadlines still preempt; no new idle polling is added.
- Failed records retain recovery debt. Bounded cursor progress lets
later rows proceed without dropping failures.
- The shared retention transaction now groups materialization and
activity-version updates. Existing attention and retention consumers are
tested against PostgreSQL.
- Kept, archived, resolved or inactive-company approvals can become
quiet, but their supported mutations must retain their wake
notifications.
- The local scheduler cannot wake stopped compute. This PR neither adds
approval deadlines to Cloud's external alarm contract nor claims
measured host or database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 19:23:24 -05:00
DottaandPaperclip 8dfed893d8 fix(server): wake decision target checks from committed changes (#17486)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Decisions can depend on strict references to other tasks.
> - A cancelled, deleted, or completed target can make a decision
obsolete.
> - The server currently scans open decisions on every maintenance tick
to find those changes.
> - The owning issue writes already have transaction boundaries that can
signal the change.
> - This pull request reconciles affected decisions after commit and
reconstructs open targets at startup.
> - Valid open decisions and completed history stop causing periodic
SQL.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Decision target invalidation. This is slice 12 of the recurring-server
sleep stack, based on #17482. TTL expiry is #17479 and continuation
delivery is #17478. Retention remains separate work.

**Subsystem affected**
Server decision policy, issue mutation and deletion, and startup wiring.

**Current behavior**
The aggregate sweep repeatedly reads open decisions and their strict
targets. It shares a maintenance tick with unrelated jobs even when
every target remains valid.

**Proposed behavior**
Committed decision creation and terminal issue updates request a scoped
check. Deletion requests a bounded full scan because its target links
can cascade away. Startup reconstructs open target state. Once
reconciliation settles, no target scan remains scheduled.

**Reason and benefit**
Remove normal empty polling without losing target invalidation,
transactional delivery, or restart recovery. Reuse existing decision
rows and target links instead of adding a table.

**Breaking changes**
No API or schema change. The main tick stops calling the combined
decision sweep after its four duties have separate owners. The public
combined method retains its default behavior.

**Additional context**
The initial decision implementation stored secondary links as well as
primary links. This migration does not assume a new legacy backfill.
Independent SQL writers still require an explicit signal integration.

## What Changed

- Replace the periodic target scan with committed-change activation and
bounded startup reconstruction. Keep the existing decision policy and
expiry/activity owner.
- Require production notifications to identify an issue or decision.
Before deletion, lock the issue and capture its linked open decisions in
the same company; emit their IDs before links cascade. This avoids
resetting full scans and fences concurrent proposal creation.
- Reuse that owner helper for issue removal and routine failure cleanup.
No linked decisions means no target signal. Remove company deletion's
ineffective global signal; its pre-existing restrictive decision foreign
keys remain unchanged.
- Retain PostgreSQL timestamp text in paging cursors so rows within one
millisecond cannot repeat indefinitely.
- Remove the unused combined internal decision sweep after its final
duty is split; exercise each owner directly in the existing behavioral
tests.
- Keep query policy and notification discovery in `decision-targets.ts`.
The coordinator registration contains lifecycle wiring only. Add no
queue table, per-route recovery wrapper or external-wake exemption.

## Verification

Current candidate normally integrates landed effect recovery
`e9e84bb8a1`. Its runtime and acceptance tests are byte-identical to
tested target head `85ce6545bf`; the only new source files are four
independently merged Runner E2E accounting files, preserved exactly. The
248-case/type/build evidence comes from test revision
`54936a919f36c2ea421e7ce8e15912b1105b8dcc`, followed by
documentation-only changes. Fresh current-head CI and reviews are
required. This remains the target-invalidation duty only.

- **248 cases pass** in all seven complete suites: 25 target, 80
routine, 54 decision, 26 effect-recovery, 20 expiry, 42 startup and one
scoped-deadline case. Database suites use separate migrated PostgreSQL
fixtures. Server production typecheck and build pass.
- **Four regressions failed before repair:** paging across microsecond
timestamps, deletion behind a full valid startup page, unnecessary
global work from unrelated deletion, and unnecessary work after deleting
an empty company. All four pass.
- A real concurrent proposal is observed waiting on the issue-row lock
between pre-delete discovery and deletion commit. Removing that lock
made the test fail because the proposal committed instead of waiting.
Restoring the implementation passes. The mutation was restored before
commit.
- Existing real producer tests cover commit/rollback, deletion with
scoped hints in one outer transaction, secondary targets, re-opened
tasks, valid/lenient history quietness, startup paging, failure retry,
drain/resume and shutdown. The routine failure case now requires no
signal when its cleanup has no linked decision.
- The earlier dropped-hint and drain-fixture failures remain in [the
behavior audit](doc/idle-decision-targets.md). Extra upstream
embedded-only tests attempted on the parent could not initialize
locally; CI must cover that environment. No new schema migration or
table is added.

The final review cleanup removes the combined internal `sweepExpired`
method, cursor, flags and unused target-policy export. A
repository/package/SDK audit found no remaining production caller or
public exposure. Behavioral tests now call the dedicated workers;
isolation tests prove TTL does not recover stale effects and effect
recovery does not expire open decisions. HTTP and plugin SDK contracts
are unchanged. The full 248-case selection passes after this cleanup and
parent reconciliation; types/build pass with the updated Runner vendor.


Current-head CI run 40602159553 (attempt 1) failed in the workspace CLI
group: company import/export startup exceeded its 30-second health
deadline, and the dense ZIP case exceeded its unchanged five-second
timeout. The preceding UI group passed all 4,169 cases. Both CLI files
and the transfer implementation are unchanged from the landed parent.
The complete ZIP-transfer file passes all 17 cases locally on this exact
head; the CLI startup E2E is skipped because the host's embedded
PostgreSQL bootstrap fails. This does not prove Linux startup locally.
The failure logs remain recorded; no timeout or assertion is changed.
One bounded retry of the failed jobs is requested after the workflow
completed. Its result and the current-head gates remain required before
merge.

Commands: server typecheck/build and Vitest for `decision-target-work`,
`routines-service`, `decisions-service`,
`decision-effect-recovery-work`, `decision-expiry-work`,
`server-startup-feedback-export` and `scoped-deadline-work`. Local
targeted acceptance does not establish deployed suspension or fleet
savings. Fresh exact-head CI and Greptile/Ponytail remain merge gates.

## Risks

- Deletion now holds the issue row lock while discovering dependent
decisions and completing the existing removal transaction. This is
needed to serialize new FK references. Provider calls are not placed
inside that transaction.
- Company deletion with decision-origin references still has the
pre-existing restrictive FK limitation. Removing the futile notification
does not implement a new company-data cleanup policy.
- Supported writers share the application DB owner and maintain existing
target links. Independent SQL writers, damaged links or multiple active
processes need their own wake contract; startup still reconstructs all
open targets.
- Cloud sleep blockers and durable external alarms are unchanged. Worker
quiet is not proof of deployed host/database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:53:50 -05:00
DottaandPaperclip e9e84bb8a1 fix(server): recover decision effects from saved claim deadlines (#17482)
## Thinking Path

> - Paperclip manages agent work and the decisions that authorize it.
> - A committed decision can leave effects unfinished after an
interrupted execution.
> - Recovery must preserve that debt without scanning settled history
forever.
> - Claims already store the state and time needed to schedule recovery.
> - A failed claim must get another attempt even while newer claims
arrive.
> - Malformed claims need a durable failure outcome instead of an
endless retry.
> - This PR uses committed signals, saved deadlines, and bounded
recovery rotations.

## Linked Issues or Issue Description

**What happened?**

Periodic decision maintenance queries for unfinished effects even when
none remain. A cursor that only wraps after a short page can postpone an
old failure indefinitely under continuous new work. Missing saved
deciders or chosen options can also leave non-executable claims scanning
forever.

**Expected behavior**

Open decisions and completed history produce no recurring
effect-recovery SQL. Committed claims wake recovery, and restart
reconstructs their deadlines. Genuine failures retain retries. Known
malformed outcomes settle with an audit and preserve completed effects.
Recovery must not invent authority, repeat committed effects, or lose
continuation delivery.

**Steps to reproduce**

Create an old failing claim with a one-row recovery page, then keep
adding newer due claims. Before the rotation fix, the old failure is
never revisited. Separately, recover a claim with a missing decider or
chosen option: the old implementation skips or throws on every attempt
without settling it. Creating an ordinary open decision also caused an
unnecessary effect scan.

Stacked on #17479. Other decision expiry, continuation, target and
retention duties have separate PRs in the stack.

## What Changed

- Coalesce sequential committed notifications for up to one second
without delaying already saved deadlines. This bounds instance-wide
recovery reads and adds no idle polling.

- Register effect recovery with the shared scheduler and
transaction-aware notifications. Derive deadlines from the existing
claim timestamp and recovery grace.
- Remove effect recovery from recurring aggregate maintenance when the
worker owns it. Preserve the explicit combined recovery entry point.
- Page within a frozen final timestamp/ID and retain PostgreSQL
precision at both boundaries. Failed claims and healthy later claims
both make progress.
- Load the current claim and derive recovery authority inside the shared
execution flight. Preserve foreground joining, current authorization and
per-effect locks.
- Recheck known malformed claims under a row lock. Save a failed
outcome, or partial when an executed effect receipt exists, with
`effectRecoveryError` and an atomic `decision.recovery_failed` audit.
Publish activity after commit and use normal continuation delivery.
- Avoid effect-recovery notifications for open-decision creation. Claim
and settlement writes retain their existing notification boundary.
- Add generated migration `0390_salty_killraven.sql`, the concurrent,
idempotent partial index for running-claim lookup. No queue table is
added.
- Cover quietness, transaction and lifecycle boundaries, retry fairness,
malformed outcomes, and concurrent repair. Document the contract in
`doc/idle-decision-effect-recovery.md`.

## Verification

Current candidate normally integrates landed expiry `3421366903`,
including expiry-only creation signals and all 21 independent master
changes. The test revision is
`dba8a79d1e1a5b97b8b5f6dac0f7c7837536531a`; the publication adds only
this evidence documentation.

- **143 current cases pass** across all 26 recovery, 54 decision, 20
expiry, 42 startup and one scoped-deadline cases. Server types/build
pass with the rebuilt Runner vendor (1,524 inputs and 1,563 outputs).
These results follow the landed dependency reconciliation; prior 69- and
141-case results remain historical evidence for their stated revisions.
- Generated migration `0390_salty_killraven.sql` adds the existing
running-claim partial index through the concurrent executor. All 388
parent journal entries are unchanged; five generated snapshots remain.
Schema drift, numbering/safety and actual migration apply/replay pass.
- Existing regressions exercise failed-claim rotation under sustained
arrivals, malformed decider/option outcomes, atomic audit failure,
row-lock repair races, current authority, foreground effect joining,
coalesced tenant notifications, transaction commit/rollback,
drain/resume, paging with PostgreSQL timestamp precision, and
shutdown/restart. Completed effects are not repeated.
- The first integrated run passed 140 cases and failed an overlap test
that assumed the effect deadline was the scheduler's earliest deadline.
Continuation coalescing now creates an earlier registered wake. The test
services that earlier wake before asserting the original effect grace
deadline; it still requires one shared effect flight, two lock attempts
including the test gate, one committed comment and one continuation. No
production timing was relaxed.
- Earlier red/green fairness, malformed-claim, notification
amplification and fixture failures remain recorded in [the owning
audit](doc/idle-decision-effect-recovery.md). Extra upstream
embedded-only tests attempted during parent integration could not
initialize locally; CI must exercise that environment.

- Previous candidate `f54a707d74` received both 5/5 reviews but its CI
server shard 6 was interrupted (run 40597921712). The step was
cancelled, with no failing assertion or suite summary, and the verify
gate also failed. No retry or passing claim was made for that run. The
necessary parent repair is included here; fresh CI and both reviews are
required.

Commands: server typecheck/build and Vitest for
`decision-effect-recovery-work`, `decisions-service`,
`decision-expiry-work`, `server-startup-feedback-export`, and
`scoped-deadline-work`; DB migration checks, schema snapshot drift and
real migration apply/replay. No full local repository-suite or deployed
sleep/cost claim is made. Fresh current-head CI and Greptile/Ponytail
are required before merge.

## Risks

Missing deciders and missing chosen options now produce durable failed
or partial outcomes instead of remaining running forever. Their audit
and receipts remain available; no effect executes under invented
authority. Only these known malformed states are settled this way.
Database, audit, and other execution failures retain retries.
Continuations retain their existing at-least-once delivery contract.

The supported writer model remains process-local notifications plus
restart reconstruction. Independent SQL writers and multiple replicas
gain no new wake protocol. Cloud admission and durable external alarms
are unchanged. These tests establish worker behavior, not deployed host
suspension or fleet savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:24:55 -05:00
DottaandPaperclip 3421366903 fix(server): schedule decision TTL expiry from saved deadlines (#17479)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Open decisions have a saved expiry time.
> - The main maintenance tick scans those times even when none is due.
> - Committed creation and resolution can maintain the actual next
deadline.
> - The existing scheduler can run expiry only when that deadline
arrives.
> - This pull request gives decision TTL expiry its own worker.
> - Terminal history becomes quiet while expiry and continuation
delivery remain recoverable.

## Linked Issues or Issue Description

Targets master after #17478 merged. This is slice 10 of the recurring
server work migration. It owns decision TTL expiry. Target invalidation,
interrupted effects, and retention remain separate migrations. The full
ledger is in `doc/plans/2026-10-24-recurring-server-sleep-stack.md`.

**What existing behavior does this improve?**

Time-based decision expiry in the server.

**Current behavior**

The combined decision maintenance sweep queries expired open decisions
on each tick. It mixes that query with target invalidation, effect
recovery, and continuation delivery.

**Proposed behavior**

Creation, bundle creation, and existing decision updates notify the
shared scheduler. A dedicated worker runs at the first saved open
expiry. Resolving an open decision removes its deadline. The combined
tick opts out of TTL selection while its other duties remain intact.

**Reason and benefit**

A future decision no longer requires repeated TTL queries before its
deadline. Terminal history and an empty decision table leave no
recurring TTL work. No queue table is added.

## What Changed

- Add an expiry owner for bounded due selection, next-deadline lookup,
and expiry settlement. Reuse it for expiry-on-use and the existing
target expiration transition.
- Use the central expiry-only creation notification before insert,
including bundles and caller-owned transactions. Update and terminal
transitions continue to notify expiry and continuation.
- Register the enabled-heartbeat TTL worker before decision
housekeeping. Preserve disabled-heartbeat behavior and the public
combined sweep's default batch limit.
- Honor `PAPERCLIP_DECISIONS_SWEEP_BATCH_SIZE` (default 100). Keep a
fair expiry/ID cursor across failures. Stop between candidates on
shutdown and reconstruct saved work after restart.
- Recheck open status and due TTL during settlement. Merge metadata and
persist activity atomically with expiry. Publish activity and deliver
continuation after commit. Handle exact timestamp equality.
- Continue successful overdue batches after one second through the
existing deadline adapter; preserve thirty-second failure retry and all
default callers.
- Add generated migration `0389_brave_hulk.sql`, an idempotent
concurrent partial index on open expiry and ID. Preserve five generated
snapshots.
- Add 20 real-PostgreSQL lifecycle cases and startup ownership
assertions. Document contracts and limitations in
`doc/idle-decision-expiry.md`.

## Verification

Current candidate: `aa03d2c4c25af4e6c2acf49d3160bbaf6ada030b`. This PR
targets master after #17478 merged. Creation now signals only its real
expiry obligation; terminal updates preserve continuation delivery.

- **117 current cases pass** across all 20 expiry, 54
decision/continuation, 42 startup and one scoped-deadline cases. Server
typecheck/build pass. Separate migrated PostgreSQL fixtures exercise
real transaction and notification behavior.
- Single and bundle creation each failed a regression before the
expiry-only signal repair: open rows unnecessarily notified continuation
recovery. Both now arm their saved expiry without a continuation signal.
Cancelling each row afterward still signals and delivers continuation
normally. The distinction is in the existing central notification owner;
there are no per-route flags or counters.
- **Three new real PostgreSQL regressions failed before repair:** a
configured batch of two was ignored, a successful 101-row backlog waited
for the thirty-second error retry, and an activity insert failure left
the row expired without its audit. All three pass. The audit failure
rolls back expiry; retry records one activity, preserves unrelated
metadata and wakes once.
- The shared deadline adapter has optional `continuationMs`. Only this
owner opts into one-second successful overdue continuation. Other
callers keep the previous default, and errors still retry after thirty
seconds. The archive consumer passes with the option absent.
- Migration `0389_brave_hulk.sql` is regenerated from the parent's
metadata. Parent SQL/journal entries are preserved, five generated
snapshots remain, schema drift and migration numbering/safety pass.
Fresh migration apply and replay pass.
- Lifecycle coverage includes first producer activation, future-deadline
quiet, terminal history, exact equality, commit/rollback, restart,
drain/resume, failed expiry and wake delivery, fair paging through
failed rows at PostgreSQL timestamp precision, shutdown and recovery.
- Failure accounting: the first full repair selection passed 113 cases
and failed a startup assertion that observed a pending follow-up
notification before reconciliation. The assertion now waits for the
exact saved future deadline, then still proves no early expiration.
Earlier fault-fixture and timestamp-cursor failures remain recorded in
[the behavior audit](doc/idle-decision-expiry.md). Extra upstream
embedded-only tests attempted on the parent could not initialize
locally; CI must cover that environment.

Commands: server typecheck/build and Vitest for `decision-expiry-work`,
`decisions-service`, `decision-retention-service`,
`server-startup-feedback-export` and `scoped-deadline-work`; DB
migration checks, snapshot drift and actual migration apply/replay. No
full local repository-suite or deployed sleep/cost claim is made. Fresh
current-head CI and Greptile/Ponytail remain required before merge.

## Risks

- Expiry uses `expiresAt <= now`; the old combined loop skipped exact
equality. The deadline boundary is now covered explicitly.
- TTL expiry records the TTL reason. Target-driven expiry preserves its
own reason. When both causes apply, the first terminal transition wins.
- Supported producers share the application DB signal owner. Independent
SQL writers or multiple active processes need a separate notification
contract. New deadline-edit APIs must use the existing helper.
- The index requires top-level concurrent migration execution. It is
registered with the migration owner and replayed in verification.
- Future in-process deadlines are not external Cloud alarms. Existing
sleep guards remain conservative. This PR does not claim host/database
suspension or measured savings.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 18:10:36 -05:00
DottaandPaperclip a63d19816f fix(server): wake decision continuations from committed changes (#17478)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A completed decision can owe a wake to the agent that proposed it.
> - The decision row already stores the pending continuation.
> - The main maintenance tick scans this debt even when no continuation
is ready.
> - Committed changes can activate recovery and leave settled history
quiet.
> - This pull request gives continuation delivery its own worker and
shares foreground delivery ownership.
> - Pending work stays recoverable without an unconditional continuation
scan.

## Linked Issues or Issue Description

Targets master after #17475 merged. This is slice 09 of the recurring
server work migration. Each PR owns one reason for background work. The
remaining inventory is in
`doc/plans/2026-10-24-recurring-server-sleep-stack.md`.

**What existing behavior does this improve?**

Decision continuation delivery and recovery in the server.

**Current behavior**

Foreground paths send a wake and clear a pending flag. The combined
decision sweep scans pending continuations on every maintenance tick. It
can overlap foreground delivery.

**Proposed behavior**

Terminal decision writes notify a dedicated worker through the existing
transaction boundary. Foreground and recovery calls share one in-flight
delivery per decision and DB owner. Recovery re-reads readiness, pages
past failures, and retries only unresolved debt or errors.

**Reason and benefit**

Open decisions, running effects, and delivered history no longer cause
an independent continuation scan. No queue table is added. Decision
expiry, target invalidation, interrupted effects, and retention remain
separate duties.

## What Changed

- Extract continuation readiness, delivery, and paged recovery into the
decision owner. Preserve the wake payload and at-least-once crash
behavior.
- Signal the ten decision update sites before SQL in their existing
transaction scope. Keep effects and wake calls outside those
transactions.
- Explicitly create the continuation obligation on all three
archive-proposal failure settlements, including recovered running rows
without inherited pending metadata.
- Serialize concurrent decision effect execution through final
settlement. Coalesce foreground and worker wakes. Re-read the durable
flag before sending. Fence effect completion to running state so
competing completion cannot restore acknowledged debt.
- Expose an opaque DB work-scope key. Child pools and nested
transactions share that identity; independent roots remain separate.
Existing signal consumers keep their behavior.
- Bound each recovery pass to 100 candidates, retain a fair cursor
across failures, and stop between deliveries on shutdown. Forward the
existing AbortSignal through the shared deadline adapter.
- Register enabled-heartbeat continuation recovery before decision
housekeeping. Remove only its independent scan from the main tick.
Preserve the public combined sweep and disabled-heartbeat behavior.
- Add generated migration `0388_ambitious_micromax.sql`, an idempotent
concurrent partial index for pending continuations, and keep five
generated snapshots.
- Add real producer, transaction, failure, concurrency, paging, quiet,
and shutdown tests. Document ownership and remaining limits in
`doc/idle-decision-continuations.md`.

## Verification

Current candidate: `18f682863cadb91281a86b4da2553a4579ee054a`, normally
integrated with landed archive squash `5785090ff1`. All 31 independent
incoming master files are preserved exactly, including
controller-authority recovery. All 97 decision/startup/deadline cases
plus server types/build pass after the required Runner vendor rebuild.
The preceding full five-suite selection passed 293 cases; the
continuation owner behavior is unchanged by master reconciliation.

- **97 cases pass at this master integration** across decision, startup
and scoped-deadline suites, plus server types/build. The preceding
parent candidate passed the full 293-case
decision/gateway/archive/startup/deadline selection; those results
remain evidence for that revision. All selected cases executed with
separate PostgreSQL fixtures where needed.
- Tenant-driven global scan amplification reproduced six sweeps for six
sequential real cancellations. Existing thirty-second notification
coalescing now permits one recovery sweep per window while retaining
pending work. The first green fixture wrongly expected the intent hold
to clear before coalesced reconciliation; the hold remains and quiet is
checked after settlement. Foreground delivery stays immediate.
- The archive contention test uses a signaled dedicated
single-connection read and two FIFO SQL round trips instead of a fixed
delay. Removing effect coalescing makes it fail with two contender
reads; restoring production code passes. No production test hook was
added.
- **Three new real PostgreSQL regressions failed before repair**:
recovered archive proposals with invalid signatures, mismatched
manifests or archive execution failures and no inherited pending flag.
Each now persists failure, wakes once, acknowledges continuation
delivery and remains quiet on replay. Running-state fencing is
preserved.
- The unmerged continuation index is regenerated as
`0388_ambitious_micromax.sql` after parent migrations 386/387. All
parent journal entries are unchanged, five generated snapshots remain,
numbering/safety and snapshot/schema-drift checks pass. Fresh database
migration apply and replay pass; the concurrent index is valid.
- Existing lifecycle coverage includes foreground/worker coalescing,
child pools, transaction commit/rollback, failed acknowledgement,
restart, drain/resume, shutdown and fair 100-row recovery. Earlier
bounded-pass and concurrent archive-result regressions and their repairs
remain recorded in [the owning behavior
audit](doc/idle-decision-continuations.md).
- Failure accounting: the first combined command used an incorrect
retention fixture variable and skipped 15 cases. The corrected separate
external-PostgreSQL retention run passed all 15. The historical nine
embedded-only work-signal cases were not executed by this selection.
Extra upstream embedded-only suites attempted on the parent could not
initialize locally; they remain CI verification, as recorded in the
parent PR. Earlier reused-fixture, assertion and compile failures remain
in the behavior audit and stack ledger; they are not erased by later
passing checks.

Commands: `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter
@paperclipai/server build`, server Vitest for `decisions-service`,
`decision-retention-service`, `server-startup-feedback-export` and
`scoped-deadline-work`; `pnpm --filter @paperclipai/db
check:migrations`, migration apply/replay, and the generated
snapshot-drift test. Local targeted evidence does not establish a full
local repository run, deployed sleep or fleet savings. Fresh exact-head
CI and both automated reviews remain merge gates.

## Risks

- Notification-driven recovery remains global but is coalesced to thirty
seconds. This bounds request-driven scans; it does not introduce
company-scoped selection. Foreground delivery remains immediate.
- Delivery remains at least once. A crash or acknowledgement failure
after accepting a wake can send it again. Local coalescing is not a
cross-process claim.
- Supported writers share the application DB signal owner. Independent
SQL writers or multiple active server processes need a separate wake
contract. Wake-producing service methods do not gain a new guarantee
when called inside an uncommitted caller transaction.
- The concurrent index needs top-level migration execution; it is
registered with the existing migration owner and can be replayed safely.
- No Cloud sleep blocker or external alarm coverage changes. Worker
quiet does not prove deployed app or database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:44:51 -05:00
DottaandPaperclip 5785090ff1 fix(server): wake archive notification delivery from committed changes (#17475)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Auto-archive writes an existing notification outbox in its archive
transaction.
> - The maintenance sweep polls that outbox even when it is empty.
> - The committing producer can wake delivery. Saved rows and claim
timestamps can restore unfinished work.
> - This PR separates delivery from retention scanning and uses the
existing coordinator for retries and deadlines.
> - Settled delivery becomes quiet while archive and notification
behavior remain intact.

## Linked Issues or Issue Description

**What happened?**

The retention maintenance sweep calls archive notification delivery on
every tick. An empty outbox and retained delivered history still cause
database work.

**What did you expect?**

Committed auto-archive should wake delivery. Pending work and existing
claims should retain retry or expiry deadlines. Settled history should
cause no recurring delivery SQL.

**Steps to reproduce**

Start a configured instance with an empty or fully delivered archive
outbox. Leave it idle. The old maintenance tick still checks the outbox.

This is slice 08 of the sleep migration. It remains stacked on
projection repair #17468. Retention eligibility and scanning, decision
TTL expiry and decision continuation recovery have separate owners and
PRs.

## What Changed

- Notify archive delivery before the existing outbox insert in the
auto-archive transaction. Preserve outer transaction commit, rollback
and uncertainty handling.
- Register a delivery worker with the existing coordinator. Remove
notification delivery from retention sweeps.
- Keep claim recovery, selection, company/agent grouping and
timestamp-fenced settlement in the delivery service. Keep the existing
service API and payload.
- Count a notified group only when it settles rows. Use one timestamp
for failure reset.
- Add generated concurrent migration
`0387_boring_professor_monster.sql`. Its partial index matches pending
order: `last_attempt_at NULLS FIRST, created_at, id`. Add no table.
- Test real startup registration and prove a retention tick does not
send notifications. Preserve the disabled-scheduler no-notification
contract.

## Verification

Current candidate: `457c70fc6acbd681fcccd90d08b6391efb202bce`, normally
merged with pinned master `8161f2a813` after projection #17468 landed.
All 39 independent files from that master integration are preserved
exactly. Archive owner behavior and migration 0387 are unchanged.

- **58 archive/startup/scoped-deadline cases pass** after master
reconciliation. Server typecheck and build pass. The preceding
projection-parent integration passed all **239**
gateway/projection/archive/startup/deadline cases.
- All 385 parent journal entries remain an exact prefix, with own
migration 0387 appended; the five newest generated snapshots remain.
Generated index apply, replay, schema drift and real pending-order query
measurements passed in the prior owner verification.
- Failure accounting: the broader local command also attempted six
upstream heartbeat-session-preparation and 55 native control-plane
cases. The embedded PostgreSQL runtime was unavailable: the six
heartbeat cases skipped, and native setup failed before its 55 cases
could execute. This is an incomplete additional local check, not a
passing full run. The owning 58 cases passed with the existing external
fixture where applicable. CI must exercise its supported embedded
environment.
- The first independent-master comparison used the shared mutable remote
ref, which another worktree advanced during verification. Pinning the
actual merged master SHA confirms all 39 independent files match
exactly. No incoming source change was dropped.

The behavior audit in `doc/idle-decision-archive-delivery.md` records
earlier fixture failures, the stale-claim regression and the index
probe. Local tests do not prove deployed suspension or fleet savings.
Fresh current-head CI and both reviews remain required.

## Risks

- Delivery remains at least once. A wake accepted before an
acknowledgement is lost can be retried.
- Each pass keeps the existing 500-row limit. Failed or remaining
pending work retains the existing thirty-second retry. Saved delivery
claims retain their five-minute deadline.
- Auto-archive is the existing outbox producer. Manual archive/revive
and reviewed-manifest actions do not gain notifications.
- Signals use the existing single-active-writer database owner.
Independent SQL or another active server needs a wake contract.
- Concurrent index creation uses the existing top-level executor and
invalid-index retry path. Existing SQL and migration receipts are
unchanged.
- Cloud sleep guards and external-wake coverage do not change. Local
worker quiet is not proof of database or host suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## 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


The final projection efficiency parent is integrated normally. All 239
affected gateway/projection, archive, startup and scoped-deadline cases
pass, with server typecheck/build. The archive owner behavior and index
remain unchanged. Fresh reviews and CI are required on this parent
integration.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:26:54 -05:00
DottaandPaperclip 8161f2a813 fix(server): wake tool-review card repair from committed changes (#17468)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tool requests and invocations store the execution outcome. Review
cards show that outcome.
> - The maintenance tick repeatedly joins these tables even when every
card matches.
> - Committed changes can wake repair. Existing rows can restore work
after restart.
> - A large company backlog also needs a bounded pass so other companies
and shutdown can proceed.
> - This PR uses the shared coordinator for scoped repair, continuation
and failure deadlines. Settled history becomes quiet.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans tool-review projections on every
tick. Matching terminal history still causes database work. A company
with many stale cards can also hold one worker in an unlimited drain.

**What did you expect?**

Relevant writes and startup should wake repair. Failed or unresolved
cards should retain recovery. Matching history should cause no recurring
SQL. Each normal worker pass should honor drain and shutdown.

**Steps to reproduce**

Start an instance with completed tool requests and matching cards. Leave
it idle. The old maintenance tick keeps querying for mismatches. A large
mismatch backlog also drains without a row limit or cancellation check.

This is slice 07 of the sleep migration. It now targets master after
#17458 landed. Related owners are pending expiry #17453 and approved
recovery #17454. Their execution duties remain separate from card
repair. The prior open-PR search found no duplicate projection
migration.

## What Changed

- Register company-scoped projection repair with the existing delivery
coordinator. Remove its recurring aggregate-tick scan.
- Signal through the existing review-write transaction owner and linked
interaction mutations. Ordinary unlinked confirmations do not wake
repair.
- Keep interpretation, locks, current-state checks, activity and
continuation callbacks in the gateway. A repair never repeats a provider
tool call.
- Limit each normal worker pass to 500 rows. Check abort and admission
between rows. Save company progress through truncated and failed passes
so blocked early pages cannot hide later cards.
- Schedule truncated work after one second. Back off unresolved cards
from thirty seconds to five minutes; fresh committed hints reset the
delay. Clear obsolete cursors after empty reconstruction.
- Skip repeated company discovery for scoped hints and the extra
candidate query on an empty sweep with no saved cursor. Attempted or
resumed passes still verify remaining mismatches because reflection
returns no settlement result.
- Add generated migration `0386_steady_epoch.sql` for the existing
`(company_id, interaction_id)` lookup. Use the existing concurrent-index
executor. Add no table.

## Verification

Current candidate: `d4706fbf2a04a00ade30181eb1bd9322e8455818`. All 222
cases in the full gateway/projection/interruption, startup and
scoped-deadline suites pass without skips after the query/retry
efficiency repair; server types and build pass. A single committed
company hint with matching retained history and a separate empty direct
sweep each perform one candidate query. The unresolved-card regression
failed before repair and now verifies backoff through the five-minute
cap, prompt producer activation and quiet after settlement. An initial
assertion incorrectly assumed an entire approval emitted one wake; its
separate real writes require isolating the single-hint measurement.

The earlier master integration `fe6e10629b` additionally established the
following evidence before this efficiency follow-up:

- **320 cases pass** across full gateway/projection/interruption,
startup, scoped-deadline, narrowed identity-read and authenticated
gateway HTTP suites. The HTTP selection includes all 81 cases.
- **Six real PostgreSQL regressions failed before their fixes:** pass
bounds, abort, drain, progress past unprojectable pages, progress past
failed pages, and first repair after empty reconstruction. The complete
owning selection passes all 220 cases.
- Server production typechecking and build pass. Generated index
migration, snapshot drift and numbering/safety checks pass. The five
newest snapshots remain; master journal entries are unchanged.
- A real missing-link query on 30,000 history rows changed from a
sequential scan that filtered all 30,000 rows and touched 429 buffers to
the new index with two buffers. Both treatments returned no rows.
- Normal master integration preserves 35 independent performance files
exactly. The gateway also retains master's narrowed identity read.

Commands include `pnpm --filter @paperclipai/server typecheck`, `pnpm
--filter @paperclipai/server build`, and server Vitest selections for
`tool-gateway-service`, `server-startup-feedback-export`,
`scoped-deadline-work`, `run-identity-projections`, and
`connection-management.integration`, with separate PostgreSQL test
fixtures.

[The behavior and failure audit](doc/idle-tool-review-projection.md)
records the producer contract, earlier fixture failures, index
measurement, red/green regressions and integration evidence. Fresh
current-head CI and Greptile/Ponytail remain required before merge.

## Risks

- Signals use the existing single-active-writer database owner. Another
replica or independent SQL writer needs a wake contract.
- An already issued database query or reflection finishes before
cancellation takes effect. Checks between rows bound further dispatch.
- Legacy manual/global and disabled-scheduler one-shot repairs keep
their complete-sweep behavior. The normal coordinator worker always
supplies its row budget and admission controls.
- Unprojectable cards and thrown failures retain recovery with a
five-minute backoff cap. The company mismatch query still grows with
terminal history. Empty history does not retain a recurring scan.
- The index migration uses concurrent creation and the existing
invalid-index recovery path. Prior SQL and journal entries remain
unchanged.
- Cloud sleep eligibility and external-wake coverage do not change.
Local worker quiet is not proof of host or database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 17:09:31 -05:00
DottaandPaperclip f6bc653f7f fix(server): schedule interrupted tool claims by their deadlines (#17458)
## Thinking Path

> - Paperclip governs tool execution and keeps durable approval records.
> - An interrupted execution may have produced an external effect
without a saved final request state.
> - The maintenance tick currently scans executing requests even when
none exist.
> - Every executing claim already has a ten-minute stale deadline.
> - This PR schedules that deadline from committed claim changes and
clears it after settlement.
> - Recovery preserves saved provider outcomes and quarantines unknown
outcomes without another provider call.

## Linked Issues or Issue Description

Refs #17454. This is the sixth recurring-server sleep slice, stacked on
`codex/sleep-05-approved-tool-recovery`.

**Problem**
The aggregate maintenance tick repeatedly searches for stale executing
tool requests. Its settlement can overwrite a saved successful
invocation with an unknown-outcome failure after a crash between
invocation and request writes.

**Proposed Solution**
Use the existing review notification boundary and shared scheduler. Read
the earliest executing claim deadline through a partial index. At that
deadline, lock invocation then request, recheck claim identity, and
atomically settle from the saved outcome or quarantine the unknown
outcome.

**Alternatives Considered**
A longer polling interval still queries empty work. A new queue would
duplicate existing records. Replaying an interrupted call can duplicate
an external effect. Treating every stale request as unknown discards
already saved outcomes.

## What Changed

- Coalesce sequential review notifications for up to 30 seconds while
preserving already loaded recovery deadlines. Do not schedule scans when
no notification or execution deadline remains.

- Extract interrupted-execution deadline lookup and settlement into the
owning tool-review service.
- Register its worker at startup. Use committed claim/result changes to
update the existing ten-minute deadline; retry failed settlement after
30 seconds.
- Preserve terminal invocation results, reasons, and completion times
when repairing request state.
- Settle uncertain request/invocation state atomically with the existing
unknown-outcome reason, without dispatching a provider call.
- Notify all gateway claim and settlement paths through the existing
review transaction helper. Keep framework wiring and the shared
scheduler free of provider-specific behavior.
- Add an idempotent concurrent partial index for executing deadlines.
Preserve the combined manual sweep and scheduler-disabled startup pass.
- Remove interrupted scanning from the aggregate tick. Interaction
projection repair remains the next separate duty.

## Verification

Current head: `648d8a9a64ded15deeeb331545b92a12d69e277d`. The final
commit changes no files and requests CI after the master retarget. A
preceding run appeared while that trigger was being published; it was
observational delay, not an established CI outage. No test rerun or
bypass was used to turn a failure green. Source remains identical to the
198-test passing integration, apart from the already recorded ledger
update. Fresh checks and both automated reviews must qualify this
current head before merge.


Current master-targeted head:
`d55e44b376555e4926bb2c2a0e4dcfb431324162`. Parent #17454 landed as
`77295faebc8`; a normal merge reconciles that squash. Every conflicted
master file was checked against the already-integrated parent, and all
matched byte-for-byte. Each interruption-only hunk was retained; the
complete integrated source tree matched the 198-test passing
`848f1b87b3` exactly before the sole final documentation update. All
master migration journal entries are unchanged, with only this PR's
executing-deadline index appended. Server types pass. Fresh CI and
current-head Greptile/Ponytail are required before the next authorized
merge.


Latest published integration:
`848f1b87b3a6646ae4e56e8ab142f64889d7a69c`, normally merging
approved-recovery parent `23868c1751`. All 198
gateway/interruption/startup/deadline cases and server production
typechecking pass. Both parent approval fixes and all interruption tests
are retained. The two merge conflicts preserved the interruption import
alongside the parent's claim-bound hash helper and preserved the
parameterized historical test helpers. This remains stacked on #17454;
fresh CI and both automated review gates are required after integration.


- Review documentation correction at
`c985eb9d1b48a481909de6a1c2d89d7af11bfc03`: the focused real-PostgreSQL
interruption-worker selection passes all 16 cases; 124 unrelated cases
were filtered out. The docs now correctly name 16 cases and six saved
terminal statuses. No production behavior changed in the correction.
Fresh remote CI/review is pending after integrating the verified parent.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/f6a5949fb726f71c247950714adecb275655284f/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Current head: `f6a5949fb726f71c247950714adecb275655284f`. This remains a
single-duty PR stacked on #17454.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/eaac8d343e5ef4d2c13cdf7cb7607cb5a498e9a2/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover the existing single-active-writer database owner.
Independent writers and replicas need an explicit wake contract.
- The ten-minute policy is unchanged. A provider call that outlives its
claim remains an uncertain outcome; this worker never retries the
external call.
- Interaction projection follows authoritative settlement outside its
transaction. Its separate existing repair duty still handles an
interrupted projection.
- Non-executing review writes can cause one empty reconciliation.
Without an executing claim or failed attempt, no recurring deadline
remains.
- Cloud eligibility and external-alarm coverage remain conservative.
Worker quiet does not prove actual host or database suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:33:30 -05:00
DottaandPaperclip 77295faebc fix(server): recover approved tool actions from committed changes (#17454)
## Thinking Path

> - Paperclip manages agent work and its governed tool calls.
> - A human approval can persist before the approving process dispatches
the tool.
> - Recovery currently scans approved requests on every maintenance
tick.
> - Completed and deliberately inert approvals do not owe another
execution.
> - Test-tab approval also needs a shared execution claim before
recovery can safely race the foreground path.
> - This PR wakes recovery from committed changes and retries only
unresolved approvals.
> - Idle history becomes quiet while existing approval and execution
checks remain with the gateway.

## Linked Issues or Issue Description

Refs #17453. This is the fifth slice of the recurring-server sleep
migration, stacked on `codex/sleep-04-tool-review-expiry`.

**Problem**
Approved tool requests are scanned periodically even when no executable
work remains. The Test-tab foreground path lacks the request claim
needed to admit concurrent recovery safely.

**Proposed Solution**
Use the existing transaction-aware review notification boundary and
shared deadline worker. Keep signed-payload interpretation, current
policy and target checks, and provider dispatch in the gateway. Share a
claim between Test-tab foreground and recovery, then persist both
authoritative outcome rows atomically.

**Alternatives Considered**
A longer interval still scans idle history. A new durable queue would
duplicate existing request/invocation state. Dispatching Test-tab
approvals without a claim risks duplicate external calls.

## What Changed

- Recheck both principals for delegated Test-tab approvals. Save their
rate receipts in the same claim transaction, share only the same bucket,
and roll back new charges on denial.

- Preserve delegated gateway authorization and both issuer/target rate
receipts inside the existing claimed-invocation transaction; retain the
durable actor during approved replay.

- Expire stale managed connector payloads before consuming approved-tool
admission.

- Persist current rate-policy charges and their invocation receipts
atomically before dispatch, preserving exact approval claim fencing and
read-only preflight.

- Recover approved requests at startup and after committed review
changes; retry only unresolved approvals.
- Leave legacy agent approvals without execute-on-approve intent inert.
Repair completed Test-tab history without another provider call.
- Fence Test-tab execution and outcome settlement with an atomic claim
shared by both callers. Revalidate the approved target and current
policy before dispatch.
- Keep provider calls outside database transactions. Retain quarantine
for interrupted execution and unknown outcomes.
- Add a concurrent, idempotent partial index for approved-request
pagination. Reuse the parent's company-scoped review signals and shared
scoped deadline worker.
- Remove approved scanning from the aggregate tick. Preserve the public
combined sweep and scheduler-disabled startup behavior.
- Document producer ownership, quiet states, lifecycle behavior, and
remaining recovery duties.

## Verification

Latest published head: `23868c1751c100a27f58087f7ce16b93c52d4eba`,
targeting master. The review-found delegated gateway pool deadlock is
repaired by passing the admission transaction through token and
issuer-authority reads. Foreground and recovery each reproduced the
deadlock with a one-connection pool; all three constrained-pool cases,
including revoked authority, now pass. All 81 HTTP integration cases
pass. The historical foreground rate-slot regression also reproduced
before its repair; verified preview hashes are accepted only by
read-only preflight, while consuming admission still requires the
complete identity under the exact claim. Five full suites passed 329
cases; the gateway service then passed all 141 cases after two
additional mixed historical hash controls. Production types/build passed
before the final normal integration of master `35820cf398` (including
independent Grok/Runner changes); integration validation is running.
Initial fixture/assertion errors and the prior E2E
restoration/cancellation deadlock remain recorded in [the owning
audit](doc/idle-approved-tool-recovery.md#gateway-admission-uses-its-transaction-connection).
Fresh-head CI, Greptile 5/5, and passing Ponytail are still required
before merge.


- Master landing reconciliation at
`8dfe3958db6e4e8a0b7499f3f5be0a396ca77361` after #17453 merged:
production and server test files are byte-identical to the accepted
320-case repair. The landed migration journal prefix is unchanged, and
#17928's independent eval reporting changes are preserved. Fresh CI and
reviews on this exact head are required before merge.

- Historical-identity repair published at
`096b7c7198c3ca864aca9377e261cbaa0a8aad6f` (production/test source
identical to integrated acceptance
`81231824d773a79fc50c835eccf7d9b3977e79fc`): all 320 accepted gateway,
policy, startup, preparation-timing and authenticated HTTP management
cases pass. Server types and the production server build pass. Four real
historical sensitive-argument regressions failed before repair;
invalid-signature, foreign-hash and stale-claim controls remain denied
without dispatch or identity changes. Both agent and Test-tab calls
deliver the original signed arguments once, and new rate policies still
apply.
- The first integrated combined run passed 319 cases and hit a Slack bot
ownership collision left in a reused HTTP test database. The guard
correctly returned 409. The full 78-case HTTP suite passed on a fresh
dedicated fixture without product or assertion changes. Earlier
fixture-construction errors are distinguished from the four real
regressions in the audit document. Fresh remote CI and reviews remain
required.

- Parent reconciliation at `736e7f56097055e21ce13b4e45d9033391483af8`:
299 cases pass (221 full gateway/policy/startup cases and 78
assembled-server connection management cases), with no skipped cases.
Server types pass. This includes real delegated Test-tab approval
admission for newly added shared and caller rate rules. Fresh remote CI
and Greptile review remain required.

Approved delegated Test-tab calls now evaluate caller and target
policies in the existing claim transaction. Real HTTP regressions first
showed a missing caller charge and shared-limit self-rejection. All 78
connection-management cases and 92 gateway cases now pass on the owning
branch, along with server production typechecking. All 78
connection-management cases also pass at combined tip
`d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover
shared charges, separate charges, rollback on denial, duplicate
approval, and rejection of a later authorized call. Intermediate
counter/identity fixture failures and a reused-database Slack collision
are recorded in [the owning
audit](https://github.com/paperclipai/paperclip/blob/bcca5b006976a471f4afd1f70c4031aa40a2b3f7/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes).
The earlier combined checks below remain evidence for their stated
revisions. Current-head CI and review remain required.

Current head: `bcca5b006976a471f4afd1f70c4031aa40a2b3f7`. This remains a
single-duty PR stacked on #17453.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/a021467f04d22be42ee5b0c87b6583b2300a62a9/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Notifications cover the existing database-owner, single-active-writer
contract. Independent SQL writers and other replicas need an explicit
wake path.
- Unknown provider outcomes cannot be replayed safely. Failed result
persistence retains an executing claim and the existing stale-execution
quarantine.
- Interrupted execution and terminal interaction projection repair
remain periodic until their separate slices. This PR changes only
approved recovery.
- A pending-only review write can trigger one empty approved-recovery
pass. Settled idle work schedules no further scan.
- The partial index uses the existing top-level concurrent migration
executor. Snapshot pruning follows repository policy.
- Cloud sleep eligibility and external alarm coverage remain unchanged.
Worker quiet is not proof of deployed instance suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 16:10:44 -05:00
DottaandPaperclip d108aeeaaf fix(server): schedule pending tool-review expiry from committed changes (#17453)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Governed tools can wait for a human review before execution.
> - Pending reviews already save a deadline and must reject approval
after expiry.
> - The server currently scans for expired reviews on every maintenance
tick.
> - Empty scans keep the database active without advancing work.
> - This pull request schedules pending review expiry from committed
changes and saved deadlines.
> - Configured idle state and resolved history no longer cause this
expiry scan.

## Linked Issues or Issue Description

**What happened?**

The combined tool review sweep repeatedly queries pending expiry even
when no pending request has a deadline.

**What did you expect?**

Signing or resolving a request should update the expiry schedule. A
saved expiry should trigger settlement. Once no expiry remains, this
duty should stop querying.

**Steps to reproduce**

Start a claimed instance with heartbeat scheduling enabled. Leave it
idle with no pending tool reviews. Observe pending-review expiry
discovery in the maintenance sweep.

Stacked on #17450; earlier slices are #17446 and #17443. These all reuse
the delivery and transaction foundations from #15625. This PR owns
pending-review expiry only. Approved-action recovery,
interrupted-execution quarantine, and terminal interaction projection
repair remain separate migrations. No duplicate pending-review expiry
migration was found in the open PR search; credential lifetime changes
in #17221 and #17274 concern the parent credential slice.

## What Changed

- Replace repeated company review-deadline aggregates with an indexed
single-row lookup. Add and replay a concurrent covering-index migration
and generate combined snapshots throughout the stack.

- Extract pending-expiry selection and settlement into its owning
service. Keep provider execution and interaction publication with the
gateway.
- Signal deadline assignment and pending resolution inside the owning
SQL transaction. Preserve outer commit/rollback and central uncertainty
handling.
- Register company expiry deadlines with the shared scoped coordinator.
Reconstruct on startup; normal producer hints reload only their company.
Preserve writes during drain and concurrent reconciliation.
- Settle request expiry and invocation failure atomically. Keep
interaction projection recovery in the existing separate sweep.
- Remove pending-expiry scanning from the main tick. Preserve the
combined manual API and startup-only behavior when scheduling is
disabled.
- Add a partial pending-expiry index through an idempotent concurrent
migration. No queue table is added.
- Document supported producers, quiet states, remaining duties, and
external wake limits.

## Verification

- CI run `40574661575` at `f5c935d1b89877033eb82bf890f867baeb372ef3`
lost the runners for general-server shard 9/12 and E2E shard 2/8 at
20:09:03 UTC. Both job logs explicitly show a runner shutdown signal
followed by cancellation; no test assertion failure was reported by
those jobs. A single infrastructure retry is justified once the run
completes; it has not been issued yet. Both current-head reviews are
5/5, and CI must still be green before merge.

- Current master landing at `f5c935d1b89877033eb82bf890f867baeb372ef3`:
128 complete gateway expiry, startup, scoped deadline and
preparation-timing cases pass with no skips. Server types and the
production server build pass. Landed tracing changes from #17918 are
preserved. The master migration journal prefix remains semantically
identical, with only this PR's two migrations added. Fresh remote
CI/review is required before merge.

- Parent reconciliation at `17539e2a6cf8ac4922b3cbe06af6df361bfe5665`:
116 tests pass across the full tool gateway service, startup and scoped
deadline suites against a dedicated migrated PostgreSQL database. No
cases were skipped. Server typecheck passes. Fresh remote CI and review
are pending.

Current head: `ec28076f825e76a267f05517ff0c44a3e2283ce7`. This remains a
single-duty PR stacked on #17450.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/ec28076f825e76a267f05517ff0c44a3e2283ce7/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- All supported producers must share the database signal owner.
Independent SQL writers and other replicas need a live notification
contract; startup alone does not cover them.
- A crash after authoritative expiry and before interaction projection
still relies on the existing projection-repair duty. That duty,
approved-action recovery, and uncertain execution recovery remain
periodic in this slice.
- Unknown external outcomes remain quarantined. Provider calls stay
outside SQL transactions. Expiry is still checked before approving a
request even if physical cleanup waits during drain.
- The new index uses the existing top-level migration executor because
PostgreSQL concurrent index creation cannot run in a file-wide
transaction. Snapshot pruning follows the repository rule.
- This establishes worker quiet and reactivation, not deployed host
suspension. Existing Cloud idle-safety and external alarm coverage
remain unchanged.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## 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

Latest-head CI is now green after one evidence-backed retry. Greptile is
5/5 and all review threads are resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:26:19 -05:00
DottaandPaperclip 5398275d2a fix(server): schedule gateway credential expiry from committed changes (#17450)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The tool gateway stores credentials for sessions and named gateways.
> - Those credentials already contain expiry dates.
> - The server repeatedly scans their tables even when no expiry work
exists.
> - Creation signals and saved deadlines can drive cleanup without idle
scans.
> - This PR registers that work with the existing coordinator.
> - Authentication continues to reject expired credentials independently
of physical cleanup.

## Linked Issues or Issue Description

Refs #17446, #17221, #17274. This is the third sleep-migration slice,
stacked on #17446.

**What problem does this solve?**
Gateway credential cleanup queries PostgreSQL on every maintenance tick,
including empty tables and retained non-expiring tokens.

**What is the proposed solution?**
Signal expiring token/session creation from its transaction. Restore the
earliest saved expiry at startup. Retry only while cleanup or
reconciliation remains outstanding.

**Why is this useful?**
Configured idle gateways no longer create recurring expiry traffic.
Existing credential data remains the durable source of truth.

Related work: #17221 and #17274 change run-token lifetime and cleanup
eligibility. They remain separate. This PR preserves current master
authorization and deletion rules. When those PRs are combined, update
the deadline query and signals to match their new operator-token expiry
predicate; run-token idle markers must not keep this worker scanning.
Retain the separate run-liveness reaper and run both regression suites.
Text mergeability is insufficient evidence for that integration.

## What Changed

- Make the credential test clock follow real scheduled work without
overshooting future-expiry assertions; production behavior is unchanged
by this fixture follow-up.

- Coalesce sequential credential notifications within the former cleanup
cadence, preserve loaded expiry deadlines and immediate authentication
rejection, and bound scheduled deletion to 500 rows per pass.

- Added transaction-aware intent before the two existing credential
inserts. Non-expiring named tokens do not signal expiry work.
- Added earliest-expiry selection in the gateway service and a narrow
registration wrapper for the shared deadline helper.
- Removed gateway credential cleanup from the aggregate maintenance
tick. Startup reconstructs saved deadlines. Heartbeat-disabled instances
retain their startup-only cleanup behavior.
- Preserved expiry/revocation checks, run authorization, audit behavior,
and the existing 500-token cleanup batch limit.
- Added real PostgreSQL tests and a lifecycle/producer document.
Tool-action review recovery remains a separate slice.

- Drain all expired session/token pages in explicit and
scheduler-disabled startup cleanup, while retaining one-page scheduled
passes and authentication enforcement.

## Verification

- At `907098cd3656bac59c60220c73b085d0349d4b5f`, all 290 Runner
transport tests pass locally (including all seven prepared-environment
variants). CI run `40570815360` attempt 1 had one provider-drain
settlement failure in the `close-attachment` case; the identical source
passed the preceding CI lane. A single failed-job rerun is in progress.
The failure remains recorded; no shutdown assertion or production
behavior was changed to suppress it.

- Master landing reconciliation at
`907098cd3656bac59c60220c73b085d0349d4b5f` after #17446 merged: all
production and test files are byte-identical to
`24318d9b99ee7f044a864ff3981fc1929bf3e509`, where the 150-case
acceptance and server types passed. Only commit ancestry and the plan's
merged status changed. Fresh CI/review is pending on this head.

- Parent reconciliation at `24318d9b99ee7f044a864ff3981fc1929bf3e509`:
150 affected tests pass across gateway credential expiry, the complete
tool gateway suite, custom-image worker and startup. The accepted
PostgreSQL runs skip no cases. Server types pass. Existing direct tests
cover sequential-write coalescing and saved-deadline precedence; the
older Ponytail finding needs a fresh review. Remote CI is pending.

Current head: `10c85a5eaa288867aa2997a27aee5f675c2a713d`. This remains a
single-duty PR stacked on #17446.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/10c85a5eaa288867aa2997a27aee5f675c2a713d/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/10c85a5eaa288867aa2997a27aee5f675c2a713d/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Shared-owner signals cover supported local producers. Independent SQL
writers or another replica need a separate ingress contract; startup
recovery is not live discovery.
- This is scheduling only. The open run-token lifetime PRs need semantic
integration as described above before combining their behavior.
- Expiry cleanup can wait during drain; authentication still enforces
expiry on use. Existing Cloud safety gates are preserved. Local
deadlines do not prove external wake coverage or deployed suspension.
- Revocation does not move expiry. Non-expiring tokens remain retained
by design; this PR does not invent a retention deadline.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## 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

Latest-head CI is now green after one evidence-backed retry. Greptile is
5/5 and all review threads are resolved.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:58:11 -05:00
DottaandPaperclip 623f1dc289 fix(server): schedule secret-proposal expiry from committed changes (#17446)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can propose secrets and bindings for approval.
> - Pending proposals already contain their expiry and encrypted value.
> - The server scans for expired proposals on every maintenance tick,
even when none exist.
> - Committed proposal changes and saved expiry times provide the
required triggers.
> - This PR uses those triggers and preserves scrubbing, approval
checks, and recovery.
> - Empty and completed proposal history no longer causes recurring
expiry queries.

## Linked Issues or Issue Description

Refs #17443. This is the second PR in the sleep migration stack and
targets its branch.

**What problem does this solve?**
The periodic proposal scan contacts PostgreSQL when no proposal needs
maintenance. That obstructs idle database behavior across tenant
instances.

**What is the proposed solution?**
Use transaction-aware notifications for creation and resolution.
Reconstruct the earliest pending expiry at startup. Run cleanup at that
deadline, or retry while reconciliation remains unfinished.

**Why is this useful?**
It removes an idle scan while retaining security checks and physical
ciphertext cleanup. No queue table or migration is required.

## What Changed

- Added intent notifications before secret/binding creation, approval,
terminal transitions, and linked interaction resolution. The existing
outer transaction owns settlement.
- Kept expiry selection, ciphertext scrubbing, dependent rejection, and
authorization in the secret-proposal service.
- Registered a startup and deadline worker in place of the aggregate
maintenance sweep. Empty/terminal states disarm; overdue batches and
failures retain retries.
- Reused shared scoped deadline dispatch for secret expiry. The service
owns company-filtered SQL and expiry policy. Custom-image expiry
continues to use `registerDeadlineWork`.
- Added real PostgreSQL producer, outer-transaction, concurrent-write,
expiry, restart, interaction resolution, and drain/resume tests. Updated
startup wiring fixtures and documented the supported writer/lifecycle
contract.

## Verification

- Landing reconciliation at `c10eb1bcf752b058713e05d3345e5cf38dd3fa72`:
160 tests pass across the complete secret-proposal, scoped deadline,
company batch, coordinator, startup, custom-image service and
custom-image worker suites; no cases skipped in the accepted runs.
Server typecheck passes. This integrates master after #17443 landed;
fresh remote CI and Ponytail review are required before merge.

Current head: `5bbe17ad9ebc4573b08ed1a9323644ef9608ca09`. This remains a
single-duty PR stacked on #17443.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/5bbe17ad9ebc4573b08ed1a9323644ef9608ca09/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/5bbe17ad9ebc4573b08ed1a9323644ef9608ca09/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Notifications cover supported writers sharing the database signal
owner. Independent SQL writers and other process roots require a
separate ingress contract; startup recovery alone is not live replica
support.
- The shared coordinator and scoped worker also serve later stack
duties. Their defaults remain intact; existing voice, chat, native, and
startup consumers are included in integrated verification.
- Startup now checks overdue proposals immediately. During drain,
physical cleanup waits; approval still rejects expired proposals
synchronously.
- Each due company pass remains bounded to 100 rows. Failed scopes back
off from 30 seconds to five minutes; healthy overdue work keeps
draining. Self-generated write hints coalesce and do not erase a failed
sweep's backoff.
- Heartbeat-disabled behavior and Cloud sleep-safety gates remain
unchanged. This does not establish deployed suspension or external wake
coverage. Tool review and gateway token cleanup remain separate slices.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:36:28 -05:00
DottaandPaperclip 5982246771 fix(server): schedule custom-image setup expiry from committed changes (#17443)
## Thinking Path

> - Paperclip manages AI agent work and its execution environments.
> - Interactive image setup sessions must expire even when users leave.
> - The server currently scans these sessions on every maintenance tick.
> - Empty scans keep the instance and database active.
> - Existing session rows already record status and expiry.
> - This pull request uses transaction signals and the shared scheduler
for those rows.
> - Empty and completed setup history no longer create recurring cleanup
queries.

## Linked Issues or Issue Description

**What happened?**

The server checks custom-image setup expiry every heartbeat maintenance
tick, even when no active session exists.

**What did you expect?**

Session writes should update the next cleanup deadline. Existing
provider cancellation and cleanup ownership must remain intact. Empty
state should stay quiet.

**Steps to reproduce**

Run an instance with heartbeat scheduling enabled and no custom-image
setup sessions. Observe repeated setup-expiry reads.

Refs #17145. This is the first PR in the recurring server sleep stack.
Its base is master. The full requested scope and verification contract
are recorded in `doc/plans/2026-10-24-recurring-server-sleep-stack.md`.
Follow-up PRs target their predecessor and each own a separate reason
for recurring work.

## What Changed

- Carry the historical cleanup retry-observation fixture repair and its
existing external test-database hook at the stack foundation. Runtime
scheduling is unchanged.

- Carry the previously verified login-cleanup fixture settlement
correction at the stack foundation so every intermediate CI run receives
it. This is test-only maintenance; custom-image expiry behavior is
unchanged.

- Add a custom-image expiry worker to the existing delivery coordinator.
Remove its maintenance-tick scan.
- Signal initial creation, provider refresh, cancellation/failure, and
promotion inside their owning transaction.
- Keep the active-status predicate, earliest saved expiry, and provider
behavior in the custom-image service. Shared code gains only a queue
topic.
- Preserve startup recovery, bounded retries, concurrent write
generations, and drain deferral. No tables or external alarm changes.
- Add PostgreSQL lifecycle tests and repair this suite's database
cleanup callback. A dedicated external test URL permits disposable
PostgreSQL when the host cannot start another embedded cluster.

## Verification

Current head: `3507c6be1e054fdd93353d5dcf77d4899b44518f`. This remains a
single-duty PR stacked on master.

- Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5`
with normal merges. Every branch passed generated-schema checks and its
target-branch migration-order gate. Existing SQL is unchanged; the 25
stack migrations follow master’s new migration.
- Duty-specific producer coverage, lifecycle tests, and earlier failure
records:
[2026-10-08-instance-sleep-and-scheduler-inventory.md](https://github.com/paperclipai/paperclip/blob/3507c6be1e054fdd93353d5dcf77d4899b44518f/doc/plans/2026-10-08-instance-sleep-and-scheduler-inventory.md),
[2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/3507c6be1e054fdd93353d5dcf77d4899b44518f/doc/plans/2026-10-24-recurring-server-sleep-stack.md).
- Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: **355
startup/cancellation/recovery/dispatch/preservation tests**, **75
connection-management tests**, and production server typechecking pass.
These combined checks do not mean every intermediate PR independently
ran the full repository suite.
- Real master-to-stack database upgrade passes: **379 unchanged prior
migration receipts plus 25 new migrations**, with the gateway
responsibility fixture preserved.
- Owning-branch checks: 84 runner installation/settlement cases plus
runner typechecking and generated TypeScript/Rust profile agreement; 253
GitHub review workflow cases. Stop-attribution and held-worker readiness
regressions failed before their fixes.
- Failure accounting: the initial combined run passed 349 cases and
failed six idle assertions in a reused preservation database containing
old cancelled runs. Repeating the combined command with a fresh
preservation database passed. Earlier invalid project selection, merge
import/type errors, and the interrupted full local suite are not counted
as passing checks.
- **Latest-head CI and review remain required.** Prior CI findings
include GitHub idle observation, route teardown, attention cleanup,
touch-picker E2E, workspace health, and voice-cleanup timing; local
passes do not erase those failures. No full local repository-suite,
deployed sleep, fleet cost, or live Copilot qualification claim is made.

## Risks

- Signals cover supported service producers sharing the DB owner.
Independent SQL and another process require the existing
restart/reconciliation contract.
- Failed provider cancellation retains the existing failed-session and
historical-cleanup behavior. This PR changes scheduling, not teardown
authority.
- Active rows without an expiry preserve the existing behavior; no
deadline is invented. Cloud sleep eligibility remains conservative.
- The worker remains in the existing heartbeat-enabled startup path. It
does not change disabled-scheduler behavior or prove deployed
suspension.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact
serving model identifier and context window were not exposed.

## 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

Review follow-up: Added a real producer commit during a paused deadline
read. Updated startup assertions for coordinator ownership and removed
added code comments. The three affected suites pass (102 tests). The
separate login-cleanup suite also passes locally (16 tests); its prior
CI consume test timed out, and the fresh complete CI run passed.
External PostgreSQL tests now use the repository guard for disposable
databases ending in `_test`.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 14:17:01 -05:00
DottaandPaperclip 898144f4b3 fix: stop idle execution-control recovery polling (#17094)
Replace idle execution-control polling with workers driven by committed writes and persisted deadlines. Preserve startup recovery, bounded retries, and shutdown safety. Stabilize the Slack setup browser regression by waiting for the restored setup screen before simulating its webhook.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 09:54:28 -05:00
DottaandPaperclip 30b753f614 perf(budgets): scope accounting and deliver enforcement asynchronously (#17046)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 07:23:00 -05:00
bbcf5dfe98 fix(heartbeat): renew legacy controller leases on a private pool (#17032)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A legacy (non-native) agent run keeps a controller lease on its
`heartbeat_runs` row. The server renews the lease every 10 seconds. If
no renewal succeeds in 60 seconds, the watchdog stops the run with
`renewal_deadline`.
> - #16359 added timings to lease-loss reports. The first staging event
with these timings shows `deadlineLateMs=0`, `renewalPendingMs=50000`,
and 108 renewals in about 22.5 minutes, where about 135 are expected.
Thus the event loop was not blocked. One renewal UPDATE was in flight
for 50 seconds, and renewals were slow for a long time before the loss.
> - The agent had exited with code 0. The run was in post-execution
`sync_back`. Other runs on the same host completed. No code path held a
lock on the run row across slow work. A later `instruction_save` UPDATE
on the same row completed while the earlier renewal was still pending,
so a row-lock wait does not explain the stall.
> - postgres.js 3.4.9 sends a new query to a busy connection when no
connection is idle (`handler` → `go(busy.shift(), query)` in
`src/index.js`). The query waits behind the statement that is in flight
on that connection. The renewal had no timeout, and the `pending` flag
stopped all later renewals. Thus one slow unrelated statement on the
shared pool can stop a healthy run.
> - This pull request moves lease renewal to a small private pool,
bounds each attempt with a statement timeout, and retries a timed-out
attempt until the existing lease deadline.
> - The benefit is that slow application queries on the shared pool can
no longer cancel a healthy legacy run.

## Linked Issues or Issue Description

Refs #16359 (lease-loss timings that identified this cause)
Refs #16358 (pre-dispatch lease loss becomes retryable; different path)
Refs #16917 (open: keeps a clean adapter result after a lease lapsed; it
does not prevent the loss)
Refs #13389 (open: host sleep / late timers; different cause)

**What happened?**
A staging legacy `claude_local` run was cancelled with `Legacy
controller lease lost (renewal_deadline)` after the agent exited with
code 0. The timings show that the deadline timer ran on time, and one
renewal UPDATE was pending for 50 seconds.

**Expected behavior**
A live controller keeps its lease. Slow unrelated database work does not
cancel the run.

**Steps to reproduce**
1. Create a database client with one pooled connection.
2. Start `select pg_sleep(5)` on that client.
3. Call `watchLegacyControllerLease(...).assertOwned()` with the same
client.
4. Before this change, the renewal waits about 5 seconds behind
`pg_sleep`. With a long enough slow statement, the lease deadline stops
the run.

## What Changed

- `packages/db`: Add `livenessDb(db)`. It gives each `createDb` client a
private pool of at most 2 connections
(`application_name=paperclip-controller-lease`). The pool is created on
first use. Test doubles and transactions get the original client back.
- `packages/db`: Add `closeLivenessDb(db, timeoutSeconds)`. The server
calls it in `closeDatabaseClients`, so shutdown and failed startup end
the private pool too.
- `legacy-controller-lease.ts`: The watchdog renews in a transaction on
the private pool. Each attempt sets a transaction-local
`statement_timeout` of 10 seconds. A timed-out attempt (`57014`) is
retried. After a successful retry, the local deadline is measured from
that attempt's start, because that attempt's UPDATE wrote the fresh 60
second lease. The existing 60 second deadline, the abort race, and the
`renewal_rejected` / `renewal_error` attribution do not change.
`renewLegacyControllerLease` itself does not change, so the
runtime-selection caller inside its own transaction is not affected.
- Tests: a saturated shared pool no longer delays renewal; a renewal
that times out on a locked run row retries and keeps the lease; the
private pool is cached per client, has its own `application_name`, and
closes; after a 45 second timed-out attempt and a successful retry, the
next deadline is a full 60 seconds after the retry. The existing test
doubles now model the transaction.
- `docs/deploy/database.md`: Count the up to 2 extra connections per
server process when you size `max_connections`.

## Verification

- `cd server && npx vitest run
src/services/legacy-controller-lease.test.ts`: 20 passed, on embedded
Postgres.
- Red/green: with the old `legacy-controller-lease.ts` and the new
tests, the saturated-pool test fails with `expected 5018 to be less than
2000`. With the fix, it passes.
- Red/green for the retry deadline: with the deadline measured from the
first attempt, the retry-deadline test fails (`expected true to be
false`) because the run is aborted 15 seconds after the retry. With the
fix, it passes.
- Mutation check: when the timeout retry is removed, the locked-row test
fails with `canceling statement due to statement timeout`.
- `npx vitest run src/__tests__/heartbeat-process-recovery.test.ts -t
"lease|dispatch|controller|interaction"`: 43 passed.
- `npx vitest run src/services/heartbeat/run-completion.test.ts
src/__tests__/heartbeat-orphaned-active-lease-sweep.test.ts`: 53 passed.
- `npx vitest run src/__tests__/server-startup-feedback-export.test.ts`:
passed.
- `cd packages/db && npx vitest run src/work-signals.test.ts
src/client-options.test.ts src/client-teardown-registry.test.ts`: 24
passed. `npx tsc --noEmit` for `packages/db` passed.
- Not run locally: the full server `tsc` and the full server suite. The
sandbox has a 4 GB memory limit, and `tsc` was killed (exit 137). CI is
the gate for the server typecheck, the full tests, and the build.

## Risks

- Each server process can open up to 2 more Postgres connections.
Deployments that are at their `max_connections` limit must allow for
them. The docs now say this.
- A renewal attempt is now 4 statements (BEGIN, `set_config`, UPDATE,
COMMIT) instead of 1. Each statement is a short primary-key operation on
a dedicated connection.
- If many runs wait on locked run rows at the same time, renewals for
other runs can queue on the 2 private connections. The 10 second
statement timeout limits each wait, which is less than the 60 second
lease.
- Behavior for a real lease loss does not change. A rejected renewal and
a non-timeout error still stop the run at once, and the 60 second
deadline still applies.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code in agent mode with tool use (shell, file edit, and test execution).
A read-only subagent helped with code search.

## 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 18:13:53 -07:00
DottaandPaperclip 15176963b1 fix: stop idle skill-source polling (#17008)
## Thinking Path

> - Paperclip manages agent work and the skills that agents use.
> - Project repositories create durable import jobs, and installed
sources can refresh automatically.
> - The server queried these records every five seconds, even when no
work existed.
> - Idle tenant databases need to stop receiving those discovery
queries.
> - This change uses the existing transaction notifications and delivery
coordinator.
> - Saved refresh, retry, and lease deadlines determine when the worker
runs next.
> - Cloud does not yet wake these deadlines, so outstanding skill work
retains the instance.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Skill-source background synchronization. This continues the idle-work
migrations in #15625 and #17000. A search found no overlapping open
polling-removal PR.

**Current behavior**
On master `b11010b0d4`, startup installs a five-second skill-source
interval and also calls it from the external-object scheduler. Each
sweep queries active companies, import capacity, pending imports, and
automatic refreshes.

**Proposed behavior**
Run at startup, after a relevant transaction settles, or at a saved
deadline. Stay SQL-quiet when no eligible work remains. Preserve import
admission, authorization, atomic claims, retry backoff, and the existing
five-minute upstream check.

**Reason and benefit**
Remove recurring database activity from inactive tenant instances
without requiring new tables or a new scheduler.

## What Changed

- Replace both recurring skill-sync calls with one delivery-coordinator
registration.
- Notify from attachment/detachment, source creation/settings/manual
refresh/disconnection, project/company deletion, and company status
changes, including budget resume.
- Restore the earliest eligible `nextSyncAt` or lease-expiry deadline.
Due backlogs and conflicts retry after five seconds; no idle recovery
cadence remains.
- Admit deferred imports again after a batch frees capacity. Preserve
requests through drain, standby, restart, and commits during a sweep.
- Add sleep-safety predicates for imports and eligible automatic sources
until Cloud supports these deadlines.
- Document the lifecycle and process-local writer contract. No schema or
API changes.
- Guard external test database URLs before migrations or cleanup:
require a `_test` database name and reject database/options overrides.

## Verification

- 147 targeted tests pass: 39 server-startup tests, 14 new
real-PostgreSQL lifecycle tests, 20 shared coordinator/scheduler tests,
63 existing import/refresh/retry regression tests, and 11 test-database
guard cases.
- CI exposed a stale startup mock without the new `start` method. The
fixture is updated and all 39 startup tests pass locally.
- Tests exercise real enqueue/settings/company-reactivation producers,
nested commit, rollback, saved retry/lease restart, manual refresh
failure, capacity admission, concurrent commit, shutdown cancellation,
and SQL quiet after startup or pause.
- Sleep-safety tests reject sleep for future imports and automatic
refreshes, and accept inactive retained state.
- `pnpm -r typecheck` and `pnpm build` pass.
- `pnpm test:run` was attempted and stopped after repeated
embedded-PostgreSQL startup failures in unrelated suites. The two
existing import/refresh suites initially skipped for the same host
limitation; after adding explicit disposable-database options, all 63
regression tests passed against PostgreSQL 17. Full CI passed on
`ddb3ee51369baa8c7153bae9fd88efb8b903f2bc`: 55 successful checks, one
neutral review check, and two intentional skips.

## Risks

- Notifications are process-local. Independent SQL writers and separate
live replicas do not wake this worker; startup reconstructs persisted
work.
- Enabled automatic sources still contact GitHub every five minutes.
Their upstream changes have no event ingress here.
- Cloud scheduled wakes currently cover routines and issue monitors, not
skill sync. This change retains instances with outstanding skill
obligations. It does not claim measured host/database suspension or
fleet savings.
- No change to source authorization, installed content on failure, or
existing claim semantics.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The host does not expose an exact model revision or
context-window size to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:21:42 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
Devin FoleyandPaperclip cda77edc60 perf(server): stop readiness waiting on startup housekeeping (#16329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On restart, `/api/health` reports `starting` until startup recovery
finishes, and deploy tooling waits for `ok`
> - After heartbeat recovery, readiness also waits for housekeeping that
every scheduler tick repeats and that serving requests does not need
> - #16330 added OpenTelemetry spans for the main startup phases; native
recovery and orphan reaping are the slow ones, and both run the native
finalization reconciliation pass, which has no inner breakdown
> - This pull request stops readiness waiting on that housekeeping, and
records the phases of slow reconciliation passes as spans
> - The benefit is faster readiness on every restart, and traces that
show where a slow reconciliation pass spends its time

## Linked Issues or Issue Description

Builds on #16330, which records `controller.startup.<phase>` spans.
Related to #16328.

**What existing behavior does this improve?**
Server readiness time after a restart, and diagnosis of slow native
recovery.

**Current behavior**
- After heartbeat recovery, readiness waits for the custom-image setup
cleanup, tool connection health (remote MCP checks), decision expiry,
the adapter and setup-token login reapers, environment lease cleanup
(provider calls) and the retention sweep. Each also runs on every
scheduler tick. On one instance they added 11–28 s to every measured
restart. A throw in any of them fails startup.
- On the same instance, native recovery took from 33 s to 11.5 min and
orphan reaping from 30 s to 4 min across restarts in one hour. Both run
the native finalization reconciliation pass. The #16330 spans time each
step as a whole, but not the phases inside that pass.

**Proposed behavior**
- The housekeeping steps run after readiness. The scheduler interval
still starts after them.
- With an OTLP endpoint, a reconciliation pass of at least one second
records a span with one child span per phase.

**Reason and benefit**
Readiness depends only on what serving requests and run recovery need.
Slow reconciliation passes become attributable to a phase in the
existing traces, without adding trace volume for the periodic pass.

**Breaking changes**
None. A failed housekeeping step no longer fails startup; it is logged
and the next step runs.

## What Changed

- `server/src/index.ts`: moves the housekeeping steps into
`runStartupHousekeeping`, which runs after readiness under
`trackHeartbeatSchedulerWork` (idle sleep and shutdown wait for it).
Each step catches and logs its own failure (`startup housekeeping step
failed`). The heartbeat scheduler interval starts when housekeeping
finishes, unless the scheduler was stopped, so the reapers still finish
before the first timer tick.
- New
`server/src/services/native-runtime/native-reconciliation-timing.ts`:
records the phase boundaries of one pass. When the pass took at least
one second and an OTLP endpoint is configured, it emits a
`controller.native_reconciliation` root span
(`paperclip.native-reconciliation`) with child spans
`legacy_workspace_exports`, `obsolete_policy_reviews`,
`automatic_completion_reviews`, `candidate_scan` and `candidates`, using
the recorded start and end times. It records `scoped` and the candidate
count only. A failed pass marks the pass span and the running phase.
Tracing failures are swallowed.
- `native-finalization-reconciler.ts`: the exported function wraps the
pass in that timing and finishes it in `finally`, so failed passes are
recorded; the original error is rethrown.
- `doc/execution-semantics.md`: what readiness waits for, and the
housekeeping order. `doc/observability.md`: the reconciliation spans.

## Verification

- `pnpm exec vitest run
src/__tests__/server-startup-feedback-export.test.ts
src/services/native-runtime/native-reconciliation-timing.test.ts
src/services/native-runtime/native-finalization-reconciler-timing.test.ts
src/startup-recovery-timing.test.ts` (in `server/`): 52 passed. New
tests:
- Readiness is `ready` while a housekeeping step hangs, and the
heartbeat interval starts only after the step settles.
- A failed housekeeping step is logged, and the scheduler still starts
after the remaining steps.
- Span timing: nothing for a fast pass or without an endpoint; a slow
pass emits the pass span and one child per phase with the recorded
times; a failed pass marks the running phase and the pass; a failing
tracer does not throw.
- The reconciler records its phases and a failed outcome when a pass
throws, and rethrows.
- Three existing startup tests settle housekeeping before they read the
scheduler interval or the setup cleanup.
- `pnpm exec vitest run src/services/native-runtime`: 4,399 passed.
- `pnpm typecheck` in `server/`: passed.

## Risks

- Housekeeping now runs concurrently with the first requests and with
`waitForExternalAdapters`. None of these steps is needed to serve
requests, and each one also runs on every scheduler tick.
- Readiness is reported earlier; the heartbeat timer starts at the same
point relative to housekeeping as before.
- The new spans exist only with an OTLP endpoint and only for passes of
at least one second.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 15:55:13 -07:00