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DottaandPaperclip 9d19f98b50 fix: harden native chat recovery and add coordination evals (#13741)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Agent chat uses native runner sessions to plan, delegate, and track
that work.
> - A user can press Stop while the native session is still starting.
> - The server can acknowledge that Stop without dispatching it, then
let the session submit a turn.
> - This leaves chat recovery waiting for an execution that the user
expected to stop.
> - This PR waits for the startup handle, dispatches cancellation, and
prevents a late startup from submitting a turn.
> - New full-stack evals check the resulting records and outputs across
Claude and Codex.
> - Those evals also exposed missing ACPX readiness fields, unbounded
polling, and an old-run identity check that rejected valid warm
handoffs.

## Linked Issues or Issue Description

**What happened?**

Stop during native startup could record an acknowledged cancellation
with `dispatched: false`. The provider could then begin work. A
subsequent `/new` stayed queued. A remote Claude follow-up also
exhausted the command journal while probing warm-session readiness: ACPX
never returned the readiness fields required by the shared transport.
Once readiness worked, attachment incorrectly compared the next run
descriptor against the old run ID. The 25 ms polling loop could issue
4,800 commands during its two-minute wait, beyond the 500-command bound.
The existing chat eval treated lifecycle logs as proof of an active
provider turn, so it did not distinguish startup cancellation from
active-turn cancellation.

**Expected behavior**

A Stop during startup must reach the pending session. A late session
must not submit a prompt after Stop. Recovery must retain control when
startup exceeds the bounded wait. Chat evals must check saved task
state, document contents, worker identity, account binding, and
duplicate effects.

**Steps to reproduce**

1. Start a native Claude or Codex chat turn.
2. Press Stop after process startup is requested but before the provider
turn starts.
3. Send `/new`, then send a fresh message.
4. On the affected base, cancellation can be acknowledged without
dispatch and the reset stays queued.

**Paperclip version or commit**

The live Claude baseline reproduced this on `29d6b3509`. The branch also
includes master commit `0f5fafe16`.

Related work: #13678, #13686, #13693, #13291, #13738. A separate runner
reliability branch also contains a startup-wait fix. Its overlap must be
reconciled before merging; this branch additionally prevents prompt
submission after a late startup.

## What Changed

- Wait for a pending native startup before acknowledging a run-scoped
Stop. Preserve the existing recovery error when that wait expires.
- Keep a Stop guard on startup. Cancel a late handle before it can
submit a provider turn.
- Add regression tests for normal handle publication and publication
after the Stop deadline.
- Back off blocked warm-attachment probes. Keep the fast two-snapshot
barrier, fail closed, and record changed blockers.
- Add red/green tests for delayed readiness, persistent blockers,
alternating readiness, and readiness near the deadline.
- Publish ACPX readiness and blockers. Preserve the old authority’s
event acknowledgement barrier; only settled sessions can proceed to
attachment.
- Bind warm ACPX descriptors to the validated next authority while
retaining old-run event correlation until activation. Preserve session
identity and provider profile checks.
- Exercise two consecutive run rotations through a qualified fake
sidecar, verifying checkpointing, provider identity, pre-activation
rejection, and new-run work admission.
- Separate startup and active-turn cancellation checkpoints in the
browser eval.
- Add 18 explicit native chat eval cells: 12 local and 6 Daytona cells
across Claude and Codex.
- Cover hiring and reuse through managed AI accounts, source-based
review, current blocked-task status, request replay after a lost HTTP
acknowledgement, server restart continuity, and Stop/reset continuity.
- Use ordinary production agent instructions. Enable API tools only for
the two coordination cases that need them.
- Calibrate the matchers with invalid records and outputs. Require
remembered context after restart and a structured status snapshot that
distinguishes the current blocker from history and task status from
active execution. Compare the public issue mutation contract and
relationships during read-only reporting. Preserve before/after source
records in failed eval evidence.
- Fix the lost-ack browser harness and verify it against a real HTTP
server. Check the chat composer after restart instead of waiting for an
unrelated document lifecycle event.
- Document the scope and limits of each case.

## Verification

- The startup regression failed on the unfixed executor and passed after
the fix.
- `pnpm test:e2e:runner:typecheck` passed.
- `pnpm test:e2e:runner:unit` passed: 424 tests in 37 files.
- `pnpm exec vitest run
server/src/services/native-runtime/native-session-executor.test.ts`
passed: 385 tests.
- [Baseline live
campaign](https://github.com/paperclipai/paperclip/actions/runs/35608208868):
Claude Stop reproduced the bug. Codex Stop and Claude hire/reuse passed.
Codex delegation was blocked by provider capacity.
- [Eval-only startup
campaign](https://github.com/paperclipai/paperclip/actions/runs/35609479786):
both providers failed as expected. Both persisted `dispatched: false`
and left `/new` queued.
- [First fixed
campaign](https://github.com/paperclipai/paperclip/actions/runs/35610533706)
on `c9e95797d`: 10/18 cells passed. Startup Stop passed for both
providers. Failed cases exposed eval harness defects and remote
continuity failures. All attempts remain available.
- [Original workflows and stronger memory
checks](https://github.com/paperclipai/paperclip/actions/runs/35611896649)
on `c04324fab`: 9/12 passed. Reassignment, local restart memory, and
startup Stop passed for both providers; Codex remote restart passed.
Claude remote restart exposed the missing readiness contract. Two Codex
planning cells hit provider capacity.
- [Unchanged-model
retry](https://github.com/paperclipai/paperclip/actions/runs/35613854548):
Codex planning and backlog creation both passed.
- [18-cell campaign with ACPX
readiness](https://github.com/paperclipai/paperclip/actions/runs/35614586963)
on `6a98ef743`: 16/18 passed, including all local/remote Stop and
committed-send cases. Claude remote continuity exposed the
next-authority check, now fixed. Codex hiring produced its checklist,
but the runner redacted the requested marker after it appeared as
“Tracking token: …”. That content-redaction policy is unchanged and
remains an explicit limitation.
- [Structured status
grading](https://github.com/paperclipai/paperclip/actions/runs/35614954725)
on `50448c228`: both providers passed on their first attempt, including
cleanup.
- [Complete read-only state
grading](https://github.com/paperclipai/paperclip/actions/runs/35616089011)
on `551e13892`: both providers passed.
- [Final ACPX handoff and hiring
retry](https://github.com/paperclipai/paperclip/actions/runs/35617045456)
on `cbd637587`: all three Claude Daytona cases passed (restart
continuity, active Stop/reset, and lost-ack replay). Codex hiring
reproduced the content-redaction failure: the saved checklist contained
`Tracking token: [REDACTED]` instead of the required business marker.
All four cases completed cleanup successfully. [Published
report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35617045456-1/).
The only subsequent commit adds the qualified-sidecar integration test;
production code is identical to this live proof.
- `pnpm test:e2e:runner:browser-support` passed: 5 browser tests without
paid models.
- Runner TypeScript typecheck passed. All 5 warm-readiness tests pass;
two failed with the prior fixed-rate loop, and the late-readiness test
failed before the pacing correction.
- ACPX readiness and warm-identity regressions each failed before their
fixes. All 292 runner-core Rust library tests passed. The
qualified-sidecar integration test passes. Rust formatting is checked.
- Status-grader regressions for misleading historical mentions and
previously unchecked mutations each failed before tightening the oracle
and pass now.
- [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/35617522307)
passed on `a4093c8f1`: full build, type checks, test partitions, browser
E2E, and native runner checks. Two unrelated tests initially failed
(Sentry fixture release attribution and local-service fixture
readiness); both passed locally together (35 passed, 5 optional SDK
tests skipped) and on the failed-job retry. No changes were made to
those tests.
- Greptile reviewed `a4093c8f1` at 5/5; both earlier findings are fixed
and all review threads are resolved.
- The paid live suite is not fully green: the reproducible
content-redaction case remains red. This is separate from the passing PR
merge checks. No production content-redaction, prompt, model, or
completion-policy change is included.
- Managed-account hiring and review cases explicitly enable API tools;
these do not qualify default new-user onboarding.

## Risks

- Stop can wait up to 30 seconds for startup, then use the existing
pending-recovery path. This does not prove that remote cleanup has
finished.
- Blocked warm readiness adds up to 750 ms between later probes with the
two-minute remote budget, or about 32 ms with the default five-second
budget. Ready sessions retain the short second barrier.
- Paid evals can fail because of provider capacity or agent decisions.
Each failure needs evidence-based classification.
- The HTTP request replay case checks comment idempotency and duplicate
effects. It does not prove replay safety for an ambiguous provider tool
call.
- The new suite is opt-in. It does not increase the default paid
campaign.
- No production prompts or model selection change. Review-handoff
behavior and content-redaction policy remain separate product decisions.
The latter can remove harmless business content that looks like
credential syntax; the failing attempt is retained.

## Model Used

OpenAI Codex, GPT-6, with repository tools and code execution. The exact
deployment model ID and context window are not exposed in this task.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 10:35:38 -05:00
DottaandPaperclip 7bc03e0acd feat(runner): default harnesses to full auto and support task reassignment (#13686)
## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - Agent Chat uses native runners to save plans and coordinate tasks.
> - Provider defaults differed across harnesses and could stop
unattended work at a second permission gate.
> - Agents also lacked a dedicated tool to move existing work to another
agent safely.
> - This change defaults native providers to full automatic permission
for provider tools and connected tools.
> - A guarded reassignment tool preserves task identity, stops the
previous run, and schedules the new owner once.
> - Codex and Claude chat acceptance tests now use production permission
defaults.

## Linked Issues or Issue Description

**Subsystem affected**

Native runner, ACPX Claude permission policy, task authority, and Agent
Chat acceptance tests.

**Problem or motivation**

A user can authorize an agent to save a plan or create a task, but
Claude's default provider gate can still stop that action. Reassignment
needs a dedicated operation that preserves context and avoids concurrent
owners or unintended recovery runs.

**Proposed solution**

Default Claude/ACPX to `approve-all`, OpenCode to `allow`, and Codex to
`never`. Apply the defaults at configuration, execution, fresh-session,
resume, driver, and proxy boundaries. Keep explicit permission settings
and server-side company, claim, task-mode, and approval checks. Add
`reassign_task` with version checks, durable idempotency, audited
cancellation, and guarded successor scheduling.

**Alternatives considered**

A Paperclip-only allowlist still blocks provider tools and other
connections during unattended work. Full automatic permission is the
requested product default. Recreating a task discards its identity and
history. Updating assignment without stopping the previous run can leave
two agents working on the same task.

**Roadmap alignment**

This extends the existing planning, delegated work, governed tool
access, and recovery features. It adds no new service or schema
migration. Recent related tasks and open PRs were checked for duplicate
work.

**Additional context**

Related: #13678 (Agent Chat tools and recovery), #13677 (remote runner
startup). The stacked legacy-adapter companion is #13693. This also
fixes the deployed-server artifact fallback needed to stage the current
runner binary.

## What Changed

- Default Claude/ACPX to `approve-all`, OpenCode to `allow`, and Codex
to `never`, including missing settings at direct driver and proxy entry
points. These defaults cover provider tools and connected tools.
Preserve explicitly configured restrictive modes.
- Include assigned approval reads using canonical side-effect
classifications, so verifying a recorded approval does not trigger
another provider gate. Paperclip approval decisions still enforce
controller authority.
- Carry the new permission mode through server configuration, execution
contracts, recovery identity, TypeScript, and Rust. Keep
`approve-paperclip` as an optional restricted mode, with exact SDK rules
and closed unknown requests. It is not a default.
- Add `reassign_task` to the semantic catalog, controller, mock
authority, and generated contracts.
- Guard reassignment with company authorization, expected owner and
version, protected-state checks, and durable retry receipts.
- Honor explicit backlog task creation atomically with the initial plan,
without scheduling a wake. Preserve backlog holds regardless of
dependency readiness.
- Stop active work before changing ownership. Restore the prior owner
through a guarded, idempotent wake if final handoff validation fails.
Keep intentional reassignment stops out of failure recovery. Preserve
backlog and blocked states without waking them early.
- Add authorization, concurrency, replay, stop, and permission boundary
regressions. Add Codex and Claude chat reassignment cases and run native
chat cases with production defaults.
- Clarify shared runner guidance: save plans and Paperclip documents
directly with `write_document`; create and register a local file only
when a downloadable file is requested.
- Document provider defaults and the operator choices for existing
agents.

## Verification

- Current head `d82fbb0f03546d27cecf072250e4172e0b1ee662`: **55 checks
passed**, with two intentional skips. [PR
checks](https://github.com/paperclipai/paperclip/pull/13686/checks).
- Greptile reviewed that exact head at **5/5**. The security reviewer
acknowledged the intended full-auto default, and the acknowledged
discussions are resolved.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed locally
after rebasing onto current master. Targeted adapter/server, runner,
API, default/resume, and heartbeat configuration tests passed.
- **All six real-provider acceptance cases passed on their first
attempt, with cleanup passing:** plan handoff, task reassignment, and
backlog creation/status, each on native Claude and Codex. Evidence
records Claude's effective `approve-all` mode. [Campaign and
downloadable
evidence](https://github.com/paperclipai/paperclip/actions/runs/35469926548).
- The live campaign tested combined revision
`a37881c824dcd7170380fc4b788732fc743e5da7`. The final PR heads add only
a heartbeat test expectation correction; application code is unchanged
from that live-tested revision.
- The campaign's result-enforcement job passed. Its separate report
publisher failed because the trusted workflow's `patchedDependencies`
configuration differs from its frozen lockfile. All six results and
screenshots remain available as GitHub artifacts. The overall manual
workflow is red for this publishing failure.
- Full-suite coverage is supplied by the passing CI partitions. The
separate unsharded local run was stopped after the corresponding CI
partitions passed; it is not counted as a completed local run.
- Reassignment tests cover stale state, cross-company access, denied
authority, cancellation failure, compensating wake, and idempotent
retries. Backlog tests verify the original creation audit, saved plan,
exact task count, and absence of task-bound runs.

## Risks

- Agents with no explicit permission mode now receive full provider tool
permission, including connected tools. This is a deliberate broad
default. Existing explicit restrictive modes still apply. Controller
authorization, company isolation, workspace boundaries, and Paperclip
governance remain in force.
- Reassignment crosses run cancellation and task ownership transactions.
Durable stop intent, revalidation, audit receipts, and guarded queue
dispatch cover interruptions and retries.
- The new permission enum requires a current runner artifact. The remote
artifact fallback uses the same resolved controller binary for upload
and execution.
- Live provider behavior remains subject to the selected model. Targeted
live results do not qualify the full catalog.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and repository tools.
The exact deployment 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>
2026-09-19 16:49:18 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid 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 `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00