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Author SHA1 Message Date
DottaandPaperclip 6acec4266e feat(ci): profile full CODEOWNER PR suites in Honeycomb (#16378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its PR workflow runs dozens of parallel build and test jobs.
> - Individual job durations do not show the elapsed cost of the whole
suite.
> - Maintainers need one shared timeline to find slow work and repeated
setup.
> - This pull request adds full-suite profiles for selected CI CODEOWNER
PRs.
> - Honeycomb shows each job, step, test file, and supported test on
that timeline.
> - The benefit is evidence for changes that reduce total CI time.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The main PR workflow has about 48 jobs. Maintainers need to compare
their overlapping work and find which jobs delay completion.

**Current behavior**

GitHub shows job and step durations separately. Test files and tests are
not joined to a full workflow trace.

**Proposed behavior**

A CI CODEOWNER adds `profile-ci` to a PR. The tested code stays on that
PR branch. All main PR lanes run, including lanes normally skipped for
stack position or release notes. A trusted post-run exporter sends one
wall-clock trace to Honeycomb.

**Reason and benefit**

The trace supports decisions about which CI work to speed up or remove.
Ordinary PRs do not export traces. The roadmap and related-PR search
found no duplicate CI profiling work.

## What Changed

- Add label selection and a full-suite override. Verify the PR author,
original actor, and rerun actors against the trusted `.github/**`
CODEOWNERS rule.
- Record Vitest, Playwright, and Node test file/test timings in local
artifacts. Keep ordinary reporter behavior and failing exit codes.
- Add a trusted `workflow_run` exporter. Use actual GitHub timestamps
for all jobs, setup, steps, waiting, and teardown. Mark missing test
data and partial reruns.
- Keep the ingest key out of PR jobs. Store it only in the
`ci-profiling` environment, restricted to `master`. The exporter reads
bounded JSON and never executes artifact code.
- Record expected test invocations outside reporters so a missing
invocation cannot appear complete. Preserve `node --test` on older PR
checkouts. Flush large shard inventories before exit.
- Add security, timing, routing, and real-reporter checks. Document
operation and activation. Protect the exporter with CODEOWNERS.

## Verification

- 509 focused workflow/reporter/shard checks passed. They include
outside authors, outside rerun actors, bots, stale revisions, malicious
ZIP paths, incomplete reports, and partial ingestion failures.
- Final revision `3bf5d9017d` adds multi-file qualification and fixes
short-file step parenting and duplicate Node file-wrapper events.
Greptile reviewed this exact revision at 5/5 with no unresolved threads.
[Main PR CI
run](https://github.com/paperclipai/paperclip/actions/runs/38728040302):
the initial attempt had 54 successful checks, 3 intentional skips, and
one serialized-shard failure from an unchanged workspace-authorization
test exceeding its 15-second timeout. The single failed-shard retry
passed: the final result is 55 successful checks and 3 intentional
skips. The same timeout reproduces locally with profiling disabled; both
assertions pass with a diagnostic 60-second timeout override (about 23
seconds total). No source or CI timeout was changed.
- A dry run against real GitHub attempt 2 of run `38677445871` produced
exactly 3 executed jobs, 40 spans, and 510 seconds, excluding 45
carried-over jobs. The partial trace remains explicitly incomplete; this
validation did not upload data.
- `actionlint` passed for all four changed workflows. `git diff --check`
passed.
- Full Node 24 `pnpm -r typecheck` and `pnpm build` passed. The local
full `pnpm test:run` was stopped after it reported a setup-token timeout
and a distribution-plugin-catalog fixture failure. The 30 setup-token
tests passed on focused rerun. The plugin fixture fails at `rmSync` of a
directory symlink on this macOS/Node 24.11.0 host; the same failure
reproduces with the unchanged base Vitest configuration and unchanged
test/service files (10 other tests pass). The local full test suite is
therefore not claimed green.
- A real root-config Vitest probe passed 13 tests with profiling both
off and on. Multi-file Vitest, Playwright, and Node probes each verify
two distinct filename rows and four correctly parented tests, including
repeated test names across files. Separate passing probes exercise the
full exporter hierarchy `workflow → job → step → filename → tests`.
Intentional failing probes preserve failing exit status.
- Verified all 48 measured jobs in latest-head run `38728040302` used
AWS: one `paperclip-ci-routing-x64` gate and 47
`paperclip-public-pr-x64` jobs. Profiling preserves AWS authorization
and its GitHub-hosted fallback. The separate privileged exporter runs on
`ubuntu-latest` outside the measured suite.
- [Live Honeycomb
baseline](https://ui.honeycomb.io/paperclip/environments/test/datasets/paperclip-ci/trace/oaPMzw8zGwG):
48 jobs, 731 spans, 479 seconds. It matches [GitHub run
38671274294](https://github.com/paperclipai/paperclip/actions/runs/38671274294).
This historical trace has job/step data only; it is not proof of the
future label-triggered test-reporting journey.
- Verified the dedicated Honeycomb key is ingest-only with dataset
creation disabled. Verified the GitHub environment allows only the
`master` branch. No repository-level secret of that name exists. Both
credential values were scanned absent from source and branch history.

After merge, add `profile-ci` to a CI CODEOWNER PR, wait for the entire
PR run and exporter, then follow the run-summary link. Collapse job
children to compare parallel lanes; expand a job to inspect its steps
and tests.

## Risks

- Activation requires merging the trusted workflow definitions to
`master`. This PR continues using the current trusted reusable workflows
until then.
- Selected runs produce many spans and artifacts. Oversized artifacts
fail export instead of truncating data. Missing or cancelled reporters
are marked incomplete.
- GitHub timings have second precision. Node test times use reporter
receipt time. Rust retains job/step timing but lacks per-test wall
timestamps.
- CI CODEOWNERS are individual users in the explicit `.github/**` rule.
Unsupported team rules and identity lookup failures disable profiling.
- An interrupted upload can leave partial data. Retrying uses the same
span IDs, but the Events API does not promise deduplication.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, repository
tools, and browser verification. The runtime does not expose the exact
serving model ID 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
- [ ] 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>
2026-10-15 06:59:50 -05:00
cafa25029c fix(native-runtime): recover unclaimed remote startup (#16349)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native runtime preserves task execution across server restarts.
> - Remote workspace preparation can finish before the executor claims
its first provider attempt.
> - The recovery classifier required a provider checkpoint even when the
durable coordinator proved that execution had never started.
> - A deployment during this interval therefore left safe startup work
on a permanent recovery hold.
> - This pull request admits that narrow startup state to the existing
same-run bootstrap path. Existing execution and ownership checks remain
in force.
> - The original preparation yields when recovery owns the coordinator.
It cannot fail or clean up the recovered run.
> - Tasks can continue after this interruption without an operator retry
or a duplicate provider turn.

## Linked Issues or Issue Description

**What happened?**

A server deployment interrupted a prepared remote workspace before the
native executor's first claim. The coordinator had attempt zero,
controller generation zero, and no owner, process, provider event, or
checkpoint. Restart classification returned
`ambiguous_remote_recovery_evidence` and blocked the task.

**Expected behavior**

The server should recognize this durable never-claimed state and
continue the original run through normal execution admission. A prior
claim, uncertain ownership, or contradictory execution evidence must
retain the recovery hold.

**Steps to reproduce**

1. Prepare a remote workspace for a native run.
2. Stop the controller before the executor commits its first claim.
3. Restart the controller and classify the running native task.
4. Observe that the old classifier blocks it because no provider
checkpoint exists.

Related: #16341 preserves remote recovery failure reasons. #16344
strengthens remote restart qualification. Neither changes admission for
an untouched remote startup.

## What Changed

- Require a server-owned fencing version written only with fresh native
identities. Older unmarked preparations stay held during rolling
upgrades; caller profile data cannot add that marker to an existing run.
- Leave the current server's active preparation with its existing
execution.
- Yield through the controller-detachment path when a different
execution owns the coordinator lease. Lease expiry does not grant
takeover authority.
- Preserve run-scoped gateway tokens during detachment so stale
preparation cannot revoke the recovered worker's tools.
- Admit a valid prepared remote workspace only when the locked
coordinator proves attempt and controller generation zero, no owner, and
no prior session or execution evidence.
- Check launch receipts and provider source events before granting
bootstrap recovery.
- Keep the original run and session. Preserve atomic recovery claims,
executor durable-state checks, and normal admission gates.
- Add real PostgreSQL regression tests for competing controllers and
seven contradictory evidence cases.
- Update recovery documentation, the run-log reason, and both capability
maps.

## Verification

- The competing-controller regressions failed before the ownership fix
and pass for both live and expired foreign leases.
- On the final revision, 77 runtime-selection, restart recovery, real
PostgreSQL, and heartbeat boundary tests pass with no skips, including
all local runner process fixtures. The full native executor file passes
all 698 tests.
- Another 91 live-run route tests pass locally. An earlier CI timeout in
that unrelated file passed on retry; the complete final-head CI passed
without that failure.
- `pnpm -r typecheck`, `pnpm build`, `node scripts/check-maps.mjs`, and
`git diff --check`: passed locally. The map check verifies structure
only.
- Local `pnpm test:run` did not finish: an early attempt had
build-related collection failures, and later full-suite execution was
stopped after complete CI passed. Targeted suites passed after build
preparation. This is not a local full-suite pass.
- The complete [PR
workflow](https://github.com/paperclipai/paperclip/actions/runs/38669996667)
passed on `2baffb3652bfeb4705a30ca3706fbda6c3d72aa4`, including all test
shards, build/typecheck, runner verification, and browser E2E. All 55
applicable review/security/CI checks succeeded; two Storybook checks
were skipped.
- [Greptile
Apex](https://github.com/paperclipai/paperclip/pull/16349#issuecomment-6180848957):
5/5 on the same final head, with no unresolved findings.
- No live remote provider restart is claimed by the database regression.

## Risks

- A bare executor can no longer take a foreign coordinator lease after
expiry. A verified recovery claim must transfer authority first.
- Existing preparations without the server-owned fencing marker retain
their recovery hold during rolling upgrades.
- Incorrect admission could duplicate provider work. This path requires
a positive durable never-claimed receipt, rejects contradictory launch
evidence, and keeps the executor's existing durable-root verification.
- Previously claimed or incomplete remote recovery evidence remains
blocked. This change does not clear historical terminal holds.
- No schema, API, dependency, or UI changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, code execution,
and browser inspection. The exact serving snapshot 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: Devin Foley <devin@paperclip.ing>
2026-10-14 19:32:39 -07:00
DottaandPaperclip 66424362a8 perf(runtime): skip discovery without a Browser Use connection (#16345)
Skip full tool discovery when no enabled, active Browser Use connection exists for the run company. Configured connections retain existing authorization and discovery.

Verified exact head 7fdf51eae8: full CI, E2E, Superagent and Apex 5/5; 29 affected lifecycle tests and full repository typecheck/build pass.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-14 18:18:00 -05:00
DottaandPaperclip 90a45ef254 perf(skills): skip inventory work for empty runtime selections (#16343)
Return before company skill inventory work for a known empty native or stored-key selection. Preserve nonempty stored-key precedence, current access/version checks and legacy automatic skills.

Verified head f3f89eedff: 88 affected tests, full typecheck/build, full CI/E2E, Superagent, legacy status and Apex 5/5; no unresolved findings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-14 18:01:52 -05:00
DottaandPaperclip cc96c9f832 fix(server): probe libc asynchronously before serving requests (#16335)
Linux runner qualification generated a full Node diagnostic report to read one libc version field. Reverse DNS on open sockets could stop the event loop for minutes.

Replace report generation with a one-time asynchronous getconf probe during module initialization. Bound it to one second and 1 KiB of output, cache the measured facts, and preserve unknown-libc failure behavior.

Verification: 149 focused tests, repository typecheck and build, full CI, and fresh Greptile 5/5 with no comments. A timed-out local heartbeat fixture passed when rerun alone.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-14 17:46:50 -05:00
Devin FoleyandPaperclip aec80cbc8c fix(server): keep workspace compaction out of the startup sweep (#16328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When the server starts, `/api/health` answers "starting" until
startup recovery finishes, and deploy tooling waits for "ok"
> - Startup recovery waits for the first sweep of the terminal-workspace
worker
> - #16304 added workspace compaction to that sweep. Compaction walks
worktrees, runs Git, and deletes dependency trees, and it re-checks
every eligible workspace after a restart
> - Compaction is never needed to serve requests, so it should not delay
readiness
> - This pull request skips compaction in the startup sweep only; later
sweeps compact as before
> - The benefit is that a compaction backlog cannot make a restart
slower

## Linked Issues or Issue Description

Follow-up to #16304.

**What existing behavior does this improve?**
Server startup time after #16304.

**Current behavior**
`await terminalWorkspaceWorker.ready` blocks the readiness flip until
the first terminal-workspace sweep ends. That sweep compacts every
eligible workspace in its page. The per-cycle compaction memo is in
memory, so after each restart every eligible workspace is walked and
checked with Git again, and any directories found are deleted before the
sweep ends.

**Proposed behavior**
The first sweep skips compaction. Pending compactions keep their
deadlines, so the worker wakes and a later sweep compacts them.

**Reason and benefit**
Readiness depends only on work that is needed to serve requests. On one
measured instance the first sweep took 5–8 s with compaction; with a
larger backlog, compaction could add seconds per workspace.

**Breaking changes**
None. Compaction happens one sweep later after a restart.

## What Changed

- `sweepTerminalWorkspaces(limit, signal, { compact })`: `compact:
false` skips compaction for that sweep and keeps each pending compaction
deadline.
- `registerTerminalWorkspaceWork` passes `compact: false` to its first
sweep (the one readiness waits for) and `compact: true` after that.
- `server/src/index.ts` forwards the option through the logging wrapper.
- `doc/DEVELOPING.md`: the compaction section says the startup sweep
never compacts.

## Verification

- `pnpm exec vitest run src/__tests__/terminal-workspace-work.test.ts
src/__tests__/execution-workspace-compaction.test.ts
src/__tests__/workspace-compaction.test.ts` (in `server/`): 35 passed.
- New: the worker passes `compact: false` only to the startup sweep and
`compact: true` to the next one.
- New: a sweep with `compact: false` leaves the files in place, the
compaction deadline stays due, and the next sweep compacts.
- `pnpm typecheck` in `server/`: passed.

## Risks

- Low risk. After a restart, compaction runs a few seconds later than
before. Archive behavior does not change.

## 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 15:27:28 -07:00
b226336762 ci: skip full CI for release-notes-only pull requests (#16207)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each beta release ends with a pull request that adds one release
notes file under `releases/`
> - PR CI runs the full build, test, and e2e matrix for that pull
request
> - No build, test, or e2e lane reads `releases/v*.md` or
`releases/beta/v*.md`
> - The full matrix takes about 30 minutes, and lost runners or flaky
e2e specs can make it run again
> - This pull request lets the existing CI scope gate skip the heavy
lanes when a pull request changes only release notes
> - The benefit is that release notes pull requests get a green result
in minutes, and code pull requests keep full CI

## Linked Issues or Issue Description

**Issue type**

CI efficiency enhancement.

**Where is the issue?**

The `Select stacked PR CI scope` step in
`.github/workflows/ci-routing.yml`. This step sets the `full_ci` output
for PR CI.

**What's wrong?**

The step sets `full_ci=false` only for middle pull requests in a stack.
A pull request that changes only one release notes markdown file runs
the full matrix. For example, #16053 changed one file in
`releases/beta/`. Its CI ran two times: on the first run, 8 shards lost
their runners, and on the second run, one Playwright spec flaked and
needed a rerun.

**Suggested fix**

Read the pull request diff from the GitHub compare API in the scope
step. When every changed path is release notes, set `full_ci=false`. The
callers already support this value. I found no open pull request or
issue for this change.

## What Changed

- `ci-routing.yml`: the scope step (renamed to `Select PR CI scope`)
also sets `full_ci=false` when every path in the diff matches
`releases/v*.md` or `releases/beta/v*.md`.
- The step reads the diff from `compare/<event base SHA>...<event head
SHA>`. The SHAs come from the event, so a later push cannot change the
decision for this run.
- For a renamed file, the step checks the old path and the new path.
- The step keeps full CI when the event is not `pull_request`, a SHA is
malformed, the API call fails, the diff is empty, or the file list has
300 entries. The compare API can truncate a list at 300 entries.
- The step does not change the stacked pull request rules. It checks the
paths only when the stack rules select full CI.
- `ci-routing.test.mjs`: the GitHub stub now returns `files` for compare
calls. 17 new cases cover release notes paths, mixed diffs, renames,
non-markdown files, nested folders, empty and truncated lists, API
failure, non-PR events, malformed SHAs, and stack interaction.
- `e2e-shard.test.mjs`: the test now uses the new step name.
- `doc/DEVELOPING.md`: added a short description of the CI scope rules.

## Verification

- `node --test .github/scripts/tests/ci-routing.test.mjs
scripts/__tests__/e2e-shard.test.mjs`: 73 pass, 0 fail.
- `node --test '.github/scripts/tests/*.test.mjs'`: all pass.
- I ran the jq filter on real compare API responses. #16053 (one file in
`releases/beta/`) returns `true`. #16082 (10 files) returns `false`.
- After merge: open a pull request that changes only a
`releases/beta/v*.md` file. The `Select trusted runner` job shows the
notice `release notes only; full_ci=false`. The heavy lanes show as
skipped. The `policy`, `verify`, and `e2e` checks pass.

Note: `pr.yml` calls `pr-trusted.yml@master`, and that workflow calls
`ci-routing.yml@master`. This pull request does not change its own CI
run. The change applies after merge.

## Risks

- Low risk. The skip uses the existing `full_ci=false` path. The
`verify` and `e2e` aggregate checks already accept that value, and the
`policy` job always runs.
- A future job that reads release notes files would not run for
notes-only pull requests. Today, only the release workflows read these
files, and those workflows do not run on pull requests.
- The step now uses `GH_TOKEN` to call one more read-only API endpoint.
The workflow still does not check out or run pull request code, and its
permissions do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic. Agentic coding with
tool use (shell, file edits, GitHub CLI).

## 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>
2026-10-14 13:16:34 -07:00
DottaandPaperclip ad0bd26bb7 perf(heartbeat): avoid Git inspection for stored workspace reads (#16306)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat selects and restores a saved execution workspace before
dispatch.
> - These reads used the workspace detail reader, which also scans Git
and resolves delivery state.
> - Configuration reads do not use those live display fields. Each extra
process can delay other controller work.
> - This pull request adds a stored-record reader and uses it in
configuration, environment selection, and finalization.
> - It also derives ancestry from the existing ahead/behind result and
skips delivery HEAD reads for unfinished tasks.
> - The benefit is fewer Git processes while live execution and cleanup
guards remain in place.

## Linked Issues or Issue Description

Related: #16282, #16302, #13619. Those changes reduce background or
display scan demand. This change removes live display inspection from
execution configuration reads.

**What existing behavior does this improve?**

Heartbeat workspace configuration reads and workspace close-readiness
checks.

**Current behavior**

Reading saved workspace configuration also loads runtime health, Git
status, ancestry, and delivery state. Close readiness walks history
twice to determine ancestry.

**Proposed behavior**

Execution reads stored configuration through a company-checked method.
Live branch validation and destructive cleanup still inspect current Git
state. Close readiness uses its ahead/behind result to determine
ancestry.

**Reason and benefit**

A synthetic benchmark of the actual service returned identical stored
fields for 20 workspaces. Detail reads launched 60 Git commands and took
689 ms. Stored reads launched zero Git commands and took 8 ms. This was
a local macOS measurement, not an end-to-end cloud latency claim.

**Breaking changes**

None to public APIs or saved data. Workspace detail responses keep their
live fields.

## What Changed

- Add `getStoredById(companyId, id)` and use it in three heartbeat
reads.
- Preserve the access-denied error for a foreign-company workspace.
- Remove the extra `merge-base` process and the unused HEAD read for
unfinished tasks.
- Add recovery, company-boundary, ancestry, and cleanup regressions.
- Add a repeatable database/Git benchmark and document the read
boundary.

## Verification

- The new environment-selection regression failed before the fix with
`Live Git inspection is unavailable` and passes after it. All eight
environment-selection tests pass.
- On the final rebased commit, workspace service, environment selection,
and branch finalization: 89 tests passed. Branch-containment,
runtime-execution, and display-cache suites also passed during
development.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm test:run`: started locally, then stopped after all full-suite CI
test shards passed on the final commit. The complete local run was not
finished; CI provides the full-suite result.
- Final commit `9a13ef0481b7bf6a60b2b7ac13f35f78a14e232c`: 55 successful
checks and 2 expected skips. Greptile: 5/5, no actionable findings.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-workspace-record-reads.ts`: identical stored
fields, 60 to zero Git commands, 689 ms to 8 ms for 20 reads.

## Risks

- Execution callers must use saved fields only. Detail readers and live
branch and cleanup guards remain separate.
- A failed ancestry comparison stays unknown. Automatic cleanup still
rejects unknown delivery state and rechecks Git before deletion.
- This patch has not been deployed. It does not prove the full slow-run
latency is resolved.

## Model Used

OpenAI Codex, GPT-6. The exact model identifier and context window are
not exposed in this session. Used reasoning, repository inspection, code
editing, and local command execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 12:53:41 -05:00
Devin FoleyandPaperclip 5b29b9062e fix(server): compact finished task worktrees and shorten the reaper cooldown (#16304)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each task can run in its own isolated Git worktree, and each
worktree installs its own dependencies
> - The terminal-workspace reaper removes a worktree only when the task
tree is finished, the delivery is merged, the files are clean, and a
7-day cooldown has passed
> - A recurring task that runs every hour keeps a week of worktrees, and
each worktree holds gigabytes of `node_modules`. A finished task with no
merged pull request, or with leftover agent files, keeps its worktree
forever
> - On a busy instance this fills the disk in days, and a larger volume
only delays the next failure
> - This pull request adds compaction: one hour after a task tree
finishes, the reaper removes regenerable directories from the worktree
and keeps the workspace, the branch, and all source changes
> - The benefit is that finished tasks stop holding gigabytes of disk,
and no work is lost because a resumed task regenerates the files when
its workspace is provisioned again

## Linked Issues or Issue Description

Refs #2022 (retention for workspace cleanup). Related: #11936 and #14608
add external reclaim scripts (a scheduled tool and a disk-guard step).
This pull request does the reclaim inside the server's
terminal-workspace reaper instead. That way it uses the reaper's
lifecycle lock, issue-tree checks, and live-run checks, and needs no
extra scheduler.

**What existing behavior does this improve?**
Disk retention of execution workspaces after their tasks finish.

**Current behavior**
A finished task keeps its full worktree, including installed
dependencies and build output, for at least 7 days. If the delivery is
not merged, or the worktree has uncommitted or untracked files, the
reaper never removes it. On one instance, an hourly recurring task
created about 22 worktrees per day at about 3 GB each (about 2.8 GB of
that was `node_modules`). Together with finished tasks that had no
merged pull request, they filled a 100 GB volume in about two days.

**Proposed behavior**
One hour after a task tree becomes terminal, the reaper removes
regenerable directories (installed dependencies, build output, tool
caches) from the worktree. It keeps the worktree, the branch, the
commits, and every tracked, untracked, or other ignored file. When the
task resumes, the existing reuse path runs the provision step, which
reinstalls the dependencies. Clean, merged worktrees are archived after
1 day instead of 7.

**Reason and benefit**
Most of a finished worktree's size is regenerable. Compaction removes
that part without the risk of deleting work, so it can apply to
workspaces that the reaper must keep (no merged pull request, leftover
files). The shorter cooldown limits the cost of the source checkouts
that stay.

**Breaking changes**
None. The default archive cooldown changes from 7 days to 1 day.
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` still overrides it.
`PAPERCLIP_WORKSPACE_COMPACTION_ENABLED=false` turns compaction off.

## What Changed

- New `server/src/services/workspace-compaction.ts`:
- Finds directories with a regenerable name (`node_modules`, `dist`,
`build`, `coverage`, `storybook-static`, `target`, `.cache`, `.next`,
`.nuxt`, `.parcel-cache`, `.svelte-kit`, `.turbo`, `.vite`).
- Keeps only the directories that the repository's own `.gitignore`
files ignore and that hold no tracked file. A negated pattern
(`!build/`), a global excludes file, and `.git/info/exclude` do not
count. Each candidate is checked per path, so dependencies below an
ignored parent (`vendor/tool/node_modules`) are found.
- Searches inside a regenerable-named directory that does not qualify
(for example a tracked `build/`), so its ignored dependencies still go.
- Never enters `.git` or `.paperclip` (the worktree instance data), and
never follows a symlink.
- Each Git read has a 60-second deadline and stops when the sweep is
aborted.
- Moves the directories into `.paperclip-compaction-trash` beside the
worktree with a same-filesystem rename, and can restore them.
- `sweepTerminalWorkspaces` compacts each terminal workspace once per
terminal cycle, after the compaction delay and before the archive
cooldown check:
- Only isolated linked Git worktrees qualify. A shared workspace, a
project's main checkout, or a row whose `.git` is a directory is never
compacted.
- The move runs inside a transaction that holds the workspace lifecycle
lock. The guard checks a fresh row and the same lifecycle generation. It
also checks that the issue tree is terminal, that no queued or running
run works on the tree or the workspace (by checkout or execution run, or
by run context), and that no runtime service runs from the workspace.
- The guard runs before the move and again after it. If the second check
fails (for example, the task reopened or a run started), the directories
move back. Otherwise the trash is deleted.
- The worker wakes at the compaction deadline, not only at the archive
deadline.
- Stale trash from an interrupted compaction or a failed delete is
purged by later sweeps. The sweep checks each worktree parent at most
every 30 minutes, whether or not anything is left to compact.
- New counters `compacted` and `compactionFailed` in the sweep result.
The activity log gets an `execution_workspace.regenerable_files_removed`
entry with the removed paths.
- Config: new `PAPERCLIP_WORKSPACE_COMPACTION_DELAY_HOURS` (default `1`)
and `PAPERCLIP_WORKSPACE_COMPACTION_ENABLED`. The default for
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` changes from `7` to `1`. Both
new keys are added to the run-failure diagnostics allowlists.
- Docs: `doc/DEVELOPING.md` documents the new variables and has a new
"Terminal workspace compaction" section. `doc/SPEC-implementation.md`
describes compaction.
- `execution-workspaces.ts` was already above 1,000 lines. The
file-system logic is in the new module. Only the guarded orchestration,
which uses the existing lifecycle lock and run predicates, is in the
service.

## Verification

- `pnpm exec vitest run src/__tests__/workspace-compaction.test.ts
src/__tests__/execution-workspace-compaction.test.ts` (in `server/`): 27
passed. `workspace-reaper-cooldown-config.test.ts`: passed.
- Unit tests: directory selection (ignored, untracked, regenerable name
only, `.env` and local data kept, tracked `coverage` kept, `.paperclip`
skipped, symlinks not followed), nested candidates under a source
`build/` and under an ignored `vendor/`, a negated `!build/` kept,
global and `info/exclude` rules ignored, glob characters in names,
abort, main checkout vs linked worktree, move and restore, restore that
keeps a recreated directory, and stale-trash purge.
  - Embedded Postgres tests:
- A no-PR, unmerged, dirty workspace is compacted. HEAD, the branch ref,
`git status --porcelain --untracked-files=all`, untracked notes, `.env`,
local data, and `.paperclip` data stay the same, and the row stays
active.
    - A delivered workspace inside the cooldown is compacted.
    - The delay is respected, and the worker wakes at the delay.
- An active checkout run, a queued run found through its context, an
unfinished child issue, and a running runtime service all block
compaction.
- The task reopens during the move: the files are restored and
unchanged.
    - A run starts during the move: the files are restored.
    - A shared workspace and a main checkout are never compacted.
- Compaction runs once per terminal cycle and again after a later cycle.
    - Disabled compaction does nothing.
- End to end: `realizeExecutionWorkspace` creates a worktree, the sweep
compacts it, and a second `realizeExecutionWorkspace` reuses the same
worktree. The provision command regenerates `node_modules`, and the
untracked notes and the unmerged commit are still present.
- Leftover trash is purged when the workspace has nothing left to
compact.
- Mutation checks: when the post-move guard is disabled, both race tests
fail. Without the negation fix or the repository-only source fix, their
tests fail.
- `pnpm exec vitest run` for `execution-workspaces-service.test.ts`,
`terminal-workspace-work.test.ts`, `execution-workspace-reopen.test.ts`,
`server-startup-feedback-export.test.ts`, and
`workspace-runtime.test.ts`: 335 passed. Two `workspace-runtime.test.ts`
cases fail locally with and without this change (`does not diagnose a
missing remote branch as a rejected credential`, `rejects explicit main
on a master-only remote ...`). They also fail on unmodified `master` on
the same machine, so the cause is the local Git environment.
- `pnpm typecheck` in `server/`: passed. `pnpm check:module-boundaries`:
passed.

## Risks

- A repository can keep something that is not regenerable in an ignored
`dist`, `build`, `target`, or `.cache` directory. Compaction removes it.
The fixed name list, the ignore check, and the tracked-file check limit
this. `PAPERCLIP_WORKSPACE_COMPACTION_ENABLED=false` turns compaction
off.
- A repository without a provision command does not get dependencies
back automatically. This is the same state as a new worktree for that
repository, where the agent already installs them.
- A resumed task pays for a dependency install again. This happens only
for tasks that finished more than an hour earlier.
- The shorter default cooldown removes clean, merged worktrees after 1
day instead of 7. An operator who wants the old hold can set
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS=7`.
- Self-hosted instances get the same behavior. There is no schema
change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, test runs). A separate Claude agent
read the reaper code during the diagnosis.

## 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 09:49:04 -07:00
DottaandPaperclip 74ba530b9e fix(workspaces): keep cleanup Git scans fresh and dedupe page reads (#16302)
## Thinking Path

> - Paperclip manages execution workspaces for agent tasks.
> - It must preserve work when it closes a workspace.
> - The terminal-workspace worker checks Git before it decides whether a
workspace can close.
> - A request for fresh Git status could join a scan that started before
a file changed.
> - Several records for one directory can also repeat the same Git work
in a bounded page.
> - The worker already reads the task tree before Git, then reads it
again for delivery assessment.
> - This pull request fixes the fresh-read boundary and removes those
repeated reads.

## Linked Issues or Issue Description

- Refs #14759 and #14423 for the background Git scan load.
- Refs #16282 for the merged event-driven terminal-workspace worker.
- Refs #13619 for the original community investigation and tests. Thanks
to @fayonation for identifying the shared-directory and in-flight scan
cases. This implementation starts from current master and adapts those
ideas to the new worker.

## What Changed

- Give correctness-sensitive Git status requests their own scheduler
scan. They skip completed cache entries and older scans in progress.
- Share compatible Git readiness results across workspace records in one
bounded worker page. The key includes company, path, branch, base ref,
and runtime ownership. Each record keeps its own task and delivery
assessment.
- Reuse the task tree already read by the worker during delivery
assessment.
- Add regression tests for a file created during an older scan,
compatible scan sharing, and company and branch separation. Update
developer and workspace map documentation.

## Verification

- `pnpm exec vitest run
server/src/services/workspace-git-operation-scheduler.test.ts
server/src/__tests__/execution-workspaces-service.test.ts` — 92 tests
passed.
- `pnpm -r typecheck` — passed with the repository's pnpm 9.15.4.
- `node scripts/check-maps.mjs` — passed.
- `pnpm build` — passed.
- The full local `pnpm test:run` was interrupted when its original
worktree disappeared. All PR test shards passed in GitHub CI.
- Latest commit `e7622127c7d978a9a90857112675834725965d72`: 53
successful PR checks, 2 expected skips, and no failures. Greptile
reviewed this commit at 5/5 with no open findings.

## Risks

- A shared page inspection can become stale if the directory changes
before the next record is assessed. The final cleanup still starts a
separate Git scan and checks current task, ownership, and lifecycle
state under the existing guards.
- The new scan key changes request coalescing for correctness-sensitive
callers. They still use the scheduler's concurrency and queue limits.
There is no database migration or API change.

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

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code editing, and shell
tools. The exact serving model ID and context window 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>
2026-10-14 10:36:41 -05:00
DottaandPaperclip 7c016c049b perf(workspaces): wake terminal cleanup from committed changes (#16282)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use execution workspaces to retain their files and Git
branches.
> - A reaper closes eligible workspaces after their task tree is
terminal.
> - The reaper scanned every heartbeat tick and read Git before cheap
eligibility checks.
> - Permanent scans also query idle databases when no cleanup work
exists.
> - This pull request wakes cleanup after transaction settlement and
restores bounded work at startup.
> - The benefit is fewer scans while fresh cleanup guards continue to
protect retained work.

## Linked Issues or Issue Description

Related work: Refs #13619, Refs #11753. Those PRs bound scans or back
off unchanged candidates. This PR uses the transaction work coordinator
to remove the permanent reaper tick. It overlaps their early
terminal-state filtering but does not change their runtime restart
behavior or introduce a second Git scheduler cache.

**What existing behavior does this improve?**

Terminal workspace cleanup and Git inspection for workspace detail
reads.

**Subsystem affected**

Server orchestration, execution workspaces, and idle sleep admission.

**Current behavior**

The heartbeat tick scans workspace candidates every thirty seconds. It
runs Git before rejecting nonterminal trees, cooldowns, and active runs.
Display inspections expire after five seconds.

**Proposed behavior**

Recover workspace rows in bounded startup pages. Wake after relevant
issue, workspace, and pull-request work-product transactions settle.
Schedule the terminal tree cooldown or a five-minute eligibility retry.
Back off unchanged candidates across unrelated wakes, and invalidate
their backoff after relevant committed changes. Park empty and
nonterminal-only lanes. Reuse display inspections for thirty seconds.
Read fresh Git before destructive cleanup.

**Reason and benefit**

Avoid recurring database and Git work when no cleanup is possible.
Retain transaction admission holds, restart recovery, and fresh deletion
checks. Retention eligibility can wait for the next host wake; active
and failed recovery work still blocks sleep.

**Breaking changes**

No schema or API shape changes. Display Git state can lag by thirty
seconds. Cleanup eligibility retries can take five minutes.

## What Changed

- Add a terminal-workspace worker to the existing transaction work
coordinator and scheduler.
- Signal relevant writes before mutation on the owning transaction.
Outer transaction settlement wakes cleanup.
- Derive cooldown deadlines from the full company-scoped terminal task
tree. Continue bounded recovery pages without a permanent sweep.
- Bound unchanged candidate inspections to five minutes, retain at most
256 entries, and invalidate affected entries with scoped transaction
hints. Repeated wakes preserve the earliest inspection deadline.
- Collect deadlines from task trees already read by bounded pages.
Restore the cursor after a failed page and rescan commits received
during a rotation.
- Check terminal state, cooldown, and active runs before Git. Preserve
lifecycle locks, generation fences, and fresh final checks.
- Keep failed or incomplete recovery visible to idle admission. Preserve
the passive retention exception.
- Extend the bounded display cache to thirty seconds and document the
scheduling and wake limits.

## Verification

- Focused workspace, coordinator, cache, and local sleep suites: 111
tests passed with real local PostgreSQL and Git worktrees where
applicable.
- Final worker, display cache, and local sleep suites: 28 tests passed.
- The regressions prove three ineligible workspaces invoke zero Git
scans, cached clean display state cannot remove new untracked files, and
real producer notifications wait for outer transaction settlement.
- `pnpm -r typecheck` and `pnpm build` passed locally. Map and
module-boundary checks passed.
- Work-product and sleep-safety suites: 221 tests passed. Reopen and
issue-tree control suites: 46 tests passed. Final backoff, workspace,
worker, and work-product suites: 87 tests passed.
- Final workspace and worker suites: 81 tests passed. Deadline selection
performs zero database reads. A failed full page retries its unread
terminal workspace before recovery can park.
- Full CI coverage passed on head `2c397970f7`: general tests,
serialized server suites, runner verification, E2E shards, typecheck,
build, and the final verification gate. The duplicate serial local `pnpm
test:run` was stopped after full CI coverage passed; it is not reported
as a completed local pass.
- Greptile: 5/5 with both findings resolved. The security scan also
passed. No failing or pending PR checks remain.

## Risks

- Display state can be stale for thirty seconds. Destructive guards
bypass the display cache.
- Undelivered or otherwise ineligible terminal work retries after five
minutes instead of each heartbeat tick.
- Transaction signals cover the owning `createDb` scope. Direct SQL and
independent server processes require startup recovery.
- Local cooldown timers are maintenance hints. They do not establish an
external wake alarm or whole-instance sleep safety. Existing blockers
remain in force; failed bounded recovery keeps the host awake.

## Model Used

OpenAI GPT-6, model ID `gpt-6`, through Codex. Reasoning, repository
inspection, shell execution, and browser tools assisted the change. The
runtime does not expose the 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>
2026-10-14 08:28:45 -05:00
DottaandPaperclip 450d93d49d fix(auth): deduplicate run history permission checks (#16242)
Share matching run-history permission checks within one list operation while preserving current authorization, redaction, and fresh checks on subsequent requests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 20:37:48 -05:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
DottaandPaperclip 433d94ee0b refactor(maps): generate indexes from local story and feature metadata (#16214)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Feature recipes and Storybook help contributors find behavior,
examples, and verification steps.
> - Independent feature changes currently update shared catalogs,
indexes, and review hashes.
> - Those shared files cause merge conflicts and repeated bookkeeping
during parallel work.
> - This pull request stores metadata in each feature recipe and story,
then generates the combined views.
> - Contributors can merge independent work without editing a common
index. Git and PR evidence retain change and review history.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Maintaining the product, agent-access, and Storybook maps while multiple
agents change different features.

**Current behavior**

A story or recipe change can update `catalog.json`, `INDEX.md`, review
hashes, verification tables, and tracked generated navigation. Two
unrelated changes then conflict in the same files.

**Proposed behavior**

Each story declares capability links and classification in
`parameters.paperclip`. Each feature recipe declares its navigation and
optional verification guidance. Startup, build, and UI typechecking
discover these sources and generate ignored indexes and Storybook pages.

**Reason and benefit**

A routine change edits its own source files. Aggregate metadata is
rebuilt from the merged checkout. There is no sidecar registry, shared
review journal, or hash acknowledgment to maintain.

**Breaking changes**

The tracked Storybook catalog and index paths are retired. Consumers use
`ui/storybook/generated/` or `maps/generated/` after generation.
Contributor instructions and the existing feature-gap browser suite use
the new paths. Story and overview IDs remain stable.

## What Changed

- Move the existing annotations into 262 story files. Preserve
classifications, capability associations, exports, and explicit IDs.
- Discover all 35 feature recipes. Store section/order beside each
recipe and move durable verification routes out of the shared table.
- Remove tracked catalogs, inventories, overview pages, and inline
preview ordering. Keep authored preview behavior in `preview-base.tsx`.
- Generate the Storybook guide, feature/access Markdown indexes, gap
report, page-reference inventory, and preview wrapper automatically.
- Update the map contracts and maintenance skills to use Git history and
revision-specific PR/CI evidence.
- Add schema, identity, regeneration, and actual Git merge tests. Run
these through the existing UI Vitest suite. Add focused browser
navigation checks.

This is one coordinated migration. Most of the 367 changed files contain
only moved metadata or deleted generated content. Review the generator
scripts, map contracts, Storybook configuration, and tests first. No
product API or authorization behavior changes.

## Verification

Passed:

- `node scripts/check-maps.mjs`: 35 paired areas and 175 capabilities.
- `node scripts/storybook-catalog.mjs --check`: 262 suites and 2,485
authored stories after incorporating current master.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-catalog.test.mjs
scripts/storybook-feature-index.test.mjs`: 28 tests, including
independent branches merged in both orders with identical generated
output and no tracked changes.
- `pnpm --filter @paperclipai/ui exec vitest run
storybook/map-tooling.test.ts`: the CI entrypoint runs those map tests.
- `pnpm check:token-gates`.
- `pnpm -r typecheck` and `pnpm build` before the final master rebase.
- `pnpm build-storybook`: all 2,517 original story/docs URLs retained.
Current master contributes exactly four additional recovery stories.
- Focused Playwright navigation checks: search and open a feature
without examples; expand verification guidance and check source links;
retain capability order and follow a related Foundations suite.

The final clean Storybook build passed after deleting every ignored map
output. Post-rebase UI typechecking and both browser tests passed. The
working tree stays clean after generation. The concurrent-cleanup
regression fails with `ENOENT` without the fix and passes with it.

All GitHub CI gates passed on `00fc7ec18e`, which also received Greptile
5/5 with no unresolved findings. The final merge commit `1c3c5143a6`
incorporates master and resolves only the two modify/delete conflicts by
retaining removal of the aggregate index and catalog. Master’s new
workspace feature and access guidance is preserved. Map validation,
catalog generation, overview generation, all 28 map tests, and diff
checks pass after conflict resolution. The maintainer explicitly
requested merging without another Greptile review. CI has not been rerun
to completion on this merge commit. The local repository-wide `pnpm
test:run` was stopped before completion after the earlier CI matrix
passed; it is not reported as a local pass. No screenshot baselines or
production acceptance are claimed.

To repeat the browser check against an owned Storybook server:

```sh
PAPERCLIP_GAP_STORYBOOK_URL=http://127.0.0.1:6136 pnpm exec playwright test --config tests/storybook-visual/feature-gap-stories.config.ts map-navigation.spec.ts
```

## Risks

- Existing branches need a one-time rebase to move their catalog changes
into local annotations. The PR incorporates the recovery changes from
current master.
- Changing the same story or capability can still produce a meaningful
conflict. This removes the shared aggregate bottleneck.
- The generator uses Storybook's existing CSF parser. Literal-only
annotations and parser regression tests protect the current contract.
- Generated Markdown is available after running the generator; the
published Storybook provides a browsable guide.
- Shared source changes still require review. Removing hashes removes
mechanical acknowledgments; it does not establish runtime parity.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser-test tools. The exact deployment model ID and
context window were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green on the previously reviewed head
`00fc7ec18e`; final conflict-resolution checks are documented above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on `00fc7ec18e`; another review was waived by the maintainer
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 15:27:23 -05:00
Devin FoleyandPaperclip 5a6d0d08a7 fix: record verified workspace file recovery from tasks (#16104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must preserve files and show the next operator action.
> - A stopped run can leave a file repair hold after its recovery action
is resolved.
> - The task notice shows that hold but has no form to record verified
file recovery.
> - A chat connection can also replace the file repair instruction with
a chat retry instruction.
> - This pull request adds a file recovery form and preserves the file
repair instruction.
> - The form records evidence for the original run and keeps the current
task status.

## Linked Issues or Issue Description

**What happened?**

A retained workspace file hold can block a task after its recovery
action is resolved. The task page offers no file recovery form. A chat
binding can hide the required file repair instruction.

**Expected behavior**

An authorized board member can record verified recovery of the original
files. The server checks the original stop proof. The task keeps its
current status and does not start another run. Chat instructions must
not replace file repair instructions.

**Steps to reproduce**

1. Create a stopped legacy run with a retained workspace recovery marker
and a resolved recovery action.
2. Open its task page, including a task with a chat connection.
3. Observe that the file hold has no supported form to record verified
recovery.

Refs: #15857, #15824, #16095. Those PRs address shutdown export, native
finalization and workspace source isolation. This PR uses the existing
file repair API.

## What Changed

- Add a board-only file recovery form with evidence and an explicit file
verification confirmation.
- Preserve the current task status when recording file recovery.
- Project whether the original recovery marker supports file recording.
- Keep file repair instructions when a task has a chat binding.
- Add UI, route and Storybook examples for success, denial and
chat-connected file holds.
- Document the recovery flow and update the affected Storybook catalog
entries.

## Verification

- Merged master `c8efdbfba43` and resolved both rounds of catalog/index
conflicts. Upstream review notes and classifications are preserved,
together with all four retained-file recovery examples and their stable
story IDs. Both fix branches also combine without merge conflicts or
catalog fingerprint drift.
- Passed locally after conflict resolution: 47 tests covering the file
recovery UI, execution blocker notice and retained workspace repair
route. The earlier ownership-route pass also covered 196 tests.
- Passed: UI token gates, the complete Storybook catalog check with no
drift errors, feature and agent map structure checks, and all 17
catalog/index script tests. Verification inventory counts match all 262
authored suites and 2,485 story IDs. The upstream production
verification obligations remain intact.
- Passed: full workspace typecheck, build and Storybook build on latest
head `10ac22b35d0a4fe469cf620914845c509046da48`. The built index retains
all four file-recovery story IDs.
- Latest head `10ac22b35d0a4fe469cf620914845c509046da48` has 54
successful checks and two intentionally skipped Storybook checks. Apex
is 5/5 on that exact commit, with no unresolved findings. The full
general/serialized suites and all eight browser shards passed in CI.
Local tests use the focused suites above. Storybook browser interactions
have not been executed locally.
- Manual check: open a task with a retained file hold. Verify that
evidence and confirmation are required. Record verified file recovery.
Confirm that its status stays unchanged and no run starts. Repeat
without board runtime access and with an unverified stop receipt.

## Risks

- The form records an operator attestation. It does not recover files
itself or prove external action outcomes.
- A stale source or missing stop proof must remain rejected by the
existing server route.
- No database migration or automatic task retry is added.

## Model Used

OpenAI GPT-6 (`gpt-6`), used through Codex with reasoning, repository
tools, code editing and test execution. The exact context window size is
not exposed by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-13 13:47:10 -05:00
DottaandPaperclip e67db42dc9 docs: define heartbeat execution design principles (#16190)
## Thinking Path

> - Paperclip coordinates AI agents and their work.
> - Heartbeat controls when that work starts, who owns execution, and
how it settles.
> - The extracted modules need shared architectural guidance as they
evolve.
> - Rules should protect those boundaries without freezing the current
implementation.
> - This PR adds scoped heartbeat principles for contributors and
reviewers.
> - The rule helps future changes preserve execution authority and
recoverable work.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

The heartbeat service has a module map but no scoped architectural rule
under `rules/`.

**What's wrong?**

Changes span admission, execution, completion, and recovery. Reviewers
need shared principles for authority, ownership, and settlement across
these boundaries.

**Suggested fix**

Add a concise heartbeat rule, route contributors to it from `AGENTS.md`,
and register the same scope for Greptile. Keep implementation details in
the code and existing developer documentation.

Related: #16172 established scoped repository rules. #15984 completed
the latest heartbeat extraction. Searches found no duplicate
heartbeat-guidelines PR.

## What Changed

- Add `rules/heartbeat-execution-boundaries.mdc` with a folder guide, a
concise map of existing module responsibilities, and six design
principles.
- Keep `heartbeat.ts` focused on coordination: extend an existing owner
or extract cohesive modules when new behavior would substantially grow
it, with tests and explicit contracts.
- Cover current execution authority, explicit ownership, distinct
completion obligations, recovery intent, durable state, and visible
uncertainty.
- Register matching paths in `.greptile/files.json` and link the rule
from `AGENTS.md` and `doc/DEVELOPING.md`.
- Include behavioral review criteria and flag substantial coordinator
growth or mixed responsibilities while allowing justified cohesion and
ordering exceptions.

## Verification

- Parsed the rule YAML and Greptile JSON. Confirmed that the rule globs
exactly match the Greptile scope.
- Checked 14 positive and negative scope cases with Node's
`path.matchesGlob`, including nested heartbeat modules, sibling
services, regression tests, and unrelated paths.
- Verified local links and heading anchors, including the existing
heartbeat module map, and confirmed all 20 named modules exist. Reviewed
their responsibility descriptions against the current code and developer
documentation.
- `git diff origin/master --check` passed after rebasing onto current
master.
- Reviewed the principles against the current heartbeat code and tests.
The diff changes four documentation and review-configuration files.
- Application typecheck, runtime tests, and build were not run locally.
This worktree has no installed dependencies. CI and review status are
tracked below.

- CI passed on `a17f5a2cc82b7bb7e4629d4a2d9e3a766e27c5c0`: 55 successful
checks, two skipped, no failures or pending checks. This includes
typecheck, build, server/runner tests, and browser tests.
- Greptile reviewed the same commit at 5/5 with no findings or
unresolved review threads.

## Risks

The rule can influence later implementation and review decisions. It
applies to changed heartbeat behavior and permits justified contract
changes with tests. The scoped globs exclude unrelated subsystems. This
PR does not change application behavior. Hosted loading of the new rule
has not been demonstrated by the local configuration checks.

## Model Used

OpenAI GPT-6 Astra (`gpt-6-astra`) via Codex, with repository
inspection, file editing, and command execution. The context-window size
was not exposed 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 (scoped rule/configuration
checks described above)
- [x] I have added or updated tests where applicable
(documentation/configuration validation; no runtime changes)
- [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>
2026-10-13 10:48:17 -05:00
9bd820e687 feat(storybook): mirror the complete feature-map index (#16052)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes its user-facing capabilities and
verification recipes.
> - Storybook provides isolated UI examples for those capabilities.
> - The previous organization showed only features with primary story
suites.
> - This pull request derives the complete Storybook index from the
upstream map.
> - Readers can find the same features in both places and see related
examples or explicit gaps.

## Linked Issues or Issue Description

Refs #16046 and #16049.

**What existing behavior does this improve?**

Storybook navigation and the downstream feature catalog.

**Current behavior**

The sidebar has 28 primary feature homes. The feature map lists 35. The
main guide groups suites alphabetically by area slug. Related examples
can live under a different feature.

**Proposed behavior**

Use the feature map's eight sections and 35 features in the same order.
Give each feature an Overview page with all its capabilities, related
example links, and missing-example messages. Keep shared foundations
outside the product index. Preserve all existing stories and URLs.

**Reason and benefit**

Readers can move between the feature map and Storybook without learning
a second index. A feature without cataloged examples remains visible.

**Breaking changes**

None to existing story IDs or product behavior. Storybook start and
build now reject stale generated feature pages and ordering. Run the
catalog generator after upstream changes, inspect the output, and review
affected source fingerprints.

## What Changed

- Generate 35 feature Overview stories and capability data from the
upstream map. Generate the inline sidebar order required by Storybook.
- Replace the main guide with the full ordered feature index and search.
Link all related suites from feature pages, even across primary homes.
- Preserve all 223 authored files, 2,210 story IDs, and the existing
docs ID. Keep status, implementation, and fixture classifications
visible.
- Put the generated Markdown catalog in feature-map order. Keep
generated guides outside example counts.
- Update maintenance and review skills, documentation, and generator
tests. Keep the feature map independent of Storybook.

## Verification

- Passed: 16 catalog and generator tests; map checks; token gates; both
skill validators.
- Passed: `pnpm -r typecheck`, `pnpm build`, and the Storybook build.
- Built-index comparison preserved all 2,211 previous entries and added
only 35 feature overviews. Feature order matches the map.
- Browser: inspected the complete index and sidebar, searched for Goals,
opened its overview, and followed a related suite under Projects. The
original suite renders.
- Passed: all 8,170 UI tests in 728 files. Browser checks also covered
empty search, capability-ID search, missing-example pages, the original
editable-text bookmark, the CLI sidebar label, and searching/opening
shared foundations.
- The broad local `pnpm test:run` was stopped after a failure in the
unchanged GitHub chat test `authorizes description edits as the editor,
never inheriting the original author's access`. That exact test passed
alone without code or expectation changes. A complete local repository
suite pass is not established.
- Original revision CI passed after one runner retry. The merged
revision `5ca01c70716f23974680a8019ddc613035d11bc4` passed fresh CI.
Local UI typecheck, catalog checks, 16 generator tests, map checks and
token gates pass.
- Greptile: 5/5 on final commit
`5ca01c70716f23974680a8019ddc613035d11bc4`, with all findings resolved.
- Master merge: inspected source drift in 61 catalog entries and
regenerated INDEX, preserving upstream notes. Marked the sidebar suite
that mounts IssueDetail unreviewed for the new activity query; recorded
limits for composer and channel-default changes. No stories removed.
- Final Storybook build passed. Browser filename searches for
`new-task-composer` and `forms-editors` return the expected feature and
shared example.
- No visual-baseline or full production acceptance claim. The deeper
authored scenario groups remain intact.

## Risks

- The parser depends on the feature-map Markdown contract. It rejects
unknown index rows, omitted feature recipes, and unexpected generated
files.
- A suite can reference several capabilities. A link proves catalog
association, not complete behavior coverage or production parity.
- Storybook treats `/` as a folder separator. Sidebar labels use a comma
for that character; the guide and page headings retain the upstream
name.
- No database, API, authorization, or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
inspection. The exact runtime model ID and context window 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: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
2026-10-13 07:01:29 -05:00
56a0bf0d49 Support test Cloud connector identities (#16033)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Cloud connector uses an environment-bound identity to call a
hosted broker.
> - The identity parser and enrollment flow accept development, staging,
and production.
> - A separate test broker needs its own environment identity.
> - This pull request accepts test identities and maps the test broker
to that environment.
> - Known hosted brokers still reject identities from other
environments.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cloud connector configuration and self-host enrollment.

**Current behavior**

The app rejects an identity with environment `test`. Self-host
enrollment infers development for the test broker.

**Proposed behavior**

Accept `test` identities at `https://test.paperclip.app`. Infer test
during self-host enrollment. Reject development, staging, and production
identities at that broker. Continue to reject test identities at the
production and staging brokers.

**Reason and benefit**

Branch testing needs a separate broker so test identities and requests
stay in their selected environment. The existing identity, enrollment,
and signature flow can provide that isolation with a new allowed
environment value.

**Breaking changes**

Existing environment values and broker checks keep their current
behavior. Older app versions cannot use test connector identities.

## What Changed

- Add `test` to managed and self-hosted connector environment types and
validation, and to the board API enrollment status type.
- Infer test from its hosted broker and enforce the matching
environment.
- Test enrollment persistence, signed request environment/audience
claims, and broker mismatch rejection.
- Document test broker configuration in the development guide.

## Verification

- Connector, enrollment, and board API-client suites passed: 63 tests
across three files. Board UI typecheck and token gates passed after
synchronizing its enrollment response type.
- `pnpm -r typecheck` and `pnpm build` passed, including after rebasing
onto current master.
- `pnpm test:run` completed its general server stage: 17,867 passed, 105
skipped, and 9 failed across 5 files. The runner stops at that failing
stage, so it did not run subsequent workspace/serialized stages locally.
All nine failures also reproduce on the unchanged base commit in a
separate checkout. Five skill-related cases resolve an unrelated
ancestor skills directory; two workspace cases accept a remote main
branch that their fixture expects to be absent; two permission-cleanup
cases return macOS `ENOTEMPTY` instead of the expected permission error.
- Current-head GitHub CI passed, including full general and serialized
test suites, typecheck, build, runner checks, and browser e2e. Greptile
is 5/5 with no unresolved comments.
- `git diff --check` and Gitleaks passed.

## Risks

The new environment value is additive. The test broker must support test
identities before use. This change preserves existing signature
handling, managed identity overrides, and rejection of mismatched
identities at known hosted brokers. A local full-suite pass is not
claimed; the nine failures above also occur without this change.

## Model Used

OpenAI Codex, GPT-6, with reasoning and tool execution. The exact
serving model ID and context window 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
- [ ] 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: Dotta <34892728+cryppadotta@users.noreply.github.com>
2026-10-12 19:32:33 -07:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip 88bf4c6c1d refactor(storybook): organize folders and navigation by feature map (#16049)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product areas and verification entry
points.
> - Storybook has 223 story suites that show production components,
proposals, and retained history.
> - The parent PR maps those suites to features, but their folders and
sidebar still use unrelated groups.
> - This pull request puts the existing suites under feature folders and
uses the feature map's names and order in the sidebar.
> - Explicit meta IDs preserve existing story links while the titles
change.
> - Contributors can find stories through the same product structure
without losing examples.

## Linked Issues or Issue Description

Refs #16046. This is the requested follow-up. Parent #16046 is merged.
This PR now targets master, with its single follow-up commit rebased
onto the parent squash merge. The Storybook implementation is unchanged
by that rebase. Related open Storybook PRs were checked; this change
organizes existing suites and adds no product capability.

## What Changed

- Move all 223 story files into folders named for their primary feature
area. Keep useful scenario groups below the feature's sidebar label.
- Order the sidebar by the eight feature-map sections. Put Overview
first and shared Foundations last. Leave areas with no stories out of
the sidebar.
- Move 19 support files into `ui/storybook/support/` and update relative
imports and active documentation.
- Preserve all 2,210 story IDs and the single docs ID through explicit
CSF meta IDs. Keep all entry names and story exports.
- Record stable IDs and sidebar titles in the downstream catalog.
Validate feature folders, title prefixes, and IDs. Update the
maintenance skill and review evidence.

## Verification

- Storybook build passed. Built index comparison against parent
`75bd3c977cd828d5222823850339e8204f40eb47` found the same 2,211 entries,
IDs, and names.
- UI typecheck passed (`ui/node_modules/.bin/tsc -b` from `ui`, invoked
as `./node_modules/.bin/tsc -b`).
- UI Vitest project: 728 files and 8,176 tests passed.
- Catalog checker and its nine tests passed. Feature-map checks, token
gates, and the maintenance-skill validator passed.
- Chromium: nine existing play cases and one render case reached
`storyFinished: success` with no page exceptions. The guide rendered,
sidebar sections followed map order, and a search for `steering/queue`
opened its preserved story link.
- Source comparison found only meta title/ID changes, rebased relative
references, and updated fixture path text in story files.
- To inspect: build Storybook, start `node
scripts/serve-storybook-static.mjs --port 6136`, and open the Overview
guide. Expand feature folders and use existing story links.
- The complete repository suite was not repeated for this organization
change. The parent records a backend timeout that passed in isolation,
without a complete broad-suite pass. Visual comparisons remain blocked
by the unpublished empty baseline. The separate fixture-server story was
not run.

## Risks

- Open branches that add stories under old paths will need to choose a
feature folder and update the catalog. Cross-feature suites have one
primary home and retain related capability references.
- Sidebar paths change; story and docs IDs remain stable. Automated
references to source paths may need the new location.
- This is one requested follow-up with 258 changed files, mostly moves.
It exceeds the usual review-size guideline because splitting it would
leave the sidebar and folder convention partly migrated.
- Browser verification samples ten stories, not all 2,210. Existing
production/prototype classifications and review gaps remain unchanged.
- Required CI gates and a 5/5 review passed on the original head. Fresh
checks and review are running for the rebased head. Catalog validation
and all nine checker tests passed after rebase; UI, map, skill, and
checker contents are identical to the original reviewed head.

## Model Used

- OpenAI Codex, GPT-6. The exact runtime model ID and context-window
size are not exposed in this session. Used reasoning, repository
inspection, code execution, and local browser automation.

## 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>
2026-10-12 22:29:22 +00:00
DottaandPaperclip 9e721264e9 feat: maintain Storybook through a downstream feature catalog (#16046)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storybook supports review of its production UI and proposed designs.
> - Its 223 story files have no consistent link to product capabilities
or record of component and mock provenance.
> - Old compositions can drift while they still look like current
product examples.
> - This pull request adds two maintenance skills and a catalog that
consumes the existing feature map.
> - The first audit preserves all stories and fixes proven fixture
drift.
> - Contributors can now find examples by feature and see what still
needs review.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Storybook maintenance, feature discovery, and the accuracy of isolated
UI examples.

**Current behavior**

Stories are already centralized under `ui/storybook/`, but their sidebar
has 51 top-level groups. Production components, local prototypes, and
historical designs are not consistently distinguished. The old guide
uses manual coverage claims. GitHub searches found no duplicate
feature-map catalog change.

**Proposed behavior**

Keep existing story locations and IDs. Add a downstream catalog keyed to
stable feature capabilities. Record product status, rendered subject,
data boundary, and declared review dependencies separately. Use
dedicated maintenance and review skills to reconcile drift and report
evidence.

**Reason and benefit**

The catalog makes existing examples reusable without treating mock
behavior or old designs as production acceptance. The feature map
remains independent of Storybook.

## What Changed

- Add `maintain-storybook` and `review-storybook` skills with
contributor guidance.
- Inventory all 223 story files. Generate a feature index and provide
searchable navigation in the existing Overview story. Track direct
subjects through relative imports and local wrappers, including the
primitives demonstrated by foundation suites.
- Add a checker for inventory, capability references, duplicate IDs, and
declared-source drift, with eight regression tests. The parser test
covers real nested CSF files, export filters, explicit IDs, and play
counts.
- Preserve historical designs and classify mixed wrappers. Record the
initial audit and remaining parity work.
- Align the question-dismiss/send fixture with production behavior. Add
dismissal and confirmation-reopen regressions and repair the editor
selector.
- Exclude three exported fast-response fixtures from story discovery and
add the missing render-time callback spy.

## Verification

- Passed: `node scripts/storybook-catalog.mjs`, `node --test
scripts/storybook-catalog.test.mjs` (8 tests), and `node
scripts/check-maps.mjs`.
- Passed: validators for both new skills, `pnpm check:token-gates`,
`pnpm -r typecheck`, and `pnpm build`.
- Passed: final Storybook build; nine selected browser `play` cases;
three fast-response render cases; feature-guide search/link navigation;
question-fixture reset on reload.
- Built-index comparison preserved all 2,208 original story IDs and
added only two new regression cases.
- Passed: `pnpm exec vitest run --project @paperclipai/ui` (728 files,
8,176 tests).
- The full `pnpm test:run` has reported a 15-second timeout in the
untouched backend case `connects advertised Workspace gmail.read without
mutating definitions in authenticated`. The exact test passed standalone
without changing code, expectations, or timeouts. The remaining broad
run was stopped after this failure. The full suite is not verified.
- Visual comparison is blocked by the existing empty baseline manifest.
The managed-accounts API/DB fixture was not started. See
`maps/storybook-map/REVIEW.md` for exact scope.

## Risks

- This is an initial inventory and targeted audit. 188 suites still
require deeper state and fixture parity review.
- Review hashes cover declared dependencies. They do not follow all
transitive production imports or prove semantic correctness.
- The catalog requires upkeep when stories, mapped recipes, or declared
subjects change. Shared mocks still need feature-by-feature contract
review.
- No production application source, database schema, or upstream
feature-map contract changes.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, shell tools, file editing, and
Chromium browser verification. The exact runtime model ID and context
window 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
- [ ] 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>
2026-10-12 17:20:00 -05:00
DottaandPaperclip f5346c05b9 ci: route PR admission through reserved AWS capacity (#16042)
## Thinking Path

> - Paperclip uses CI to verify changes before release.
> - Trusted PR tests can run on isolated AWS workers.
> - Their runner-selection job currently waits for GitHub-hosted
capacity.
> - A large hosted test queue therefore blocks admission to AWS.
> - A dedicated routing workflow lets us reserve capacity for metadata
validation.
> - This PR moves the routing job to reserved AWS capacity after the
bootstrap workflow and pool are available.

## Linked Issues or Issue Description

**Issue type**

CI reliability enhancement.

**Where is the issue?**

The Select trusted runner job in PR CI.

**What's wrong?**

The routing job competes with a large hosted test queue. Its sampled
median wait was about 20 minutes. AWS tests cannot begin before this job
finishes.

**Suggested fix**

Add a protected reusable routing workflow. Deploy its dedicated AWS
pool, then switch the PR caller in a follow-up PR. No overlapping open
PR or issue was found.

## What Changed

- Call ci-routing.yml on protected master from pr-trusted.yml.
- Check the canonical repository and approved PR author/sender before
allocating reserved AWS metadata capacity. Unapproved PRs continue to
use hosted routing.
- Permit approved manual routing canaries on protected master.
- Use a validated roster snapshot for placement. Invalid JSON, missing
settings, stale snapshots, and unapproved identities select hosted
routing without a placement-time JSON parse.
- Preserve the full in-job identity, rerun actor, repository, head,
merge, and stack checks.
- Update stack-scope and placement regression tests and document the
pool and rollback.

## Verification

- The routing scripts and placement expression tests passed (44 tests),
routing-plus-shard tests passed (56 tests), and the existing
.github/scripts suite passed (381 tests).
- Existing routing allow/deny scenarios passed with the extracted script
(16 cases).
- actionlint passed with the dedicated custom runner label declared in
its local configuration.
- git diff --check passed.
- Full pnpm typecheck/test/build cannot run in this worktree because
dependencies are not installed. The change is limited to workflow YAML
and Node tests.
- The dedicated pool is deployed with two warm On-Demand workers and a
four-worker ceiling. The routing qualification passed: it started about
five seconds after workflow creation, selected AWS, and finished while
the hosted gate in the same PR remained queued.
- Bootstrap https://github.com/paperclipai/paperclip/pull/16039 is
merged. The deployed group now authorizes only ci-routing.yml on
protected master, and its master canary passed.

## Risks

- The maintainer explicitly approved a queued-CI admin bypass after
current-head Greptile 5/5 and focused verification.

- Activation requires the deployed routing Fleet and its group to
authorize the routing workflow on protected master. Keep the bootstrap
dependency explicit.
- The group must authorize only ci-routing.yml on protected master and
canonical repository ID 1170821064.
- The routing workflow runs no checkout or PR code and has read-only
permissions. The test admission checks are unchanged.

## Model Used

- OpenAI GPT-6 via Codex, with reasoning, shell tools, and file editing.
The exact runtime model ID and context window 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 (focused routing and
workflow tests; full pnpm commands are blocked by missing worktree
dependencies)
- [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] Required CI status checked; the maintainer explicitly approved
admin bypass for queued CI after clean current-head review and focused
verification
- [x] Greptile is 5/5 on 993fbe695a with
no open findings or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 16:47:57 -05:00
DottaandPaperclip f0e12c8519 Add managed Slack setup with an independent own-app path (#15679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connects a person to an agent through an installed app and a
verified identity.
> - Independent installations must remain usable without Paperclip Cloud
or manager credentials.
> - Approved Cloud deployments can use Slack manager grants to create
and install each agent's app.
> - Both paths should share credential storage, identity checks,
recovery, and the existing runtime.
> - This pull request adds gated managed setup and keeps independent app
setup under Advanced.
> - It also makes ongoing connection settings and personal test messages
easier to use.

## Linked Issues or Issue Description

**Subsystem affected**

Slack setup, connection settings, tenant credential storage, and the
Cloud connector handoff.

**Problem or motivation**

Approved deployments need an installation flow without pasted
configuration tokens. Open-source users must retain their independent
Slack app flow. A connection manager also needs a simple way to check a
bot from Settings.

**Proposed solution**

Use the managed path when the instance is configured to support it.
Choose agent and Connect are the two visible stops. Continue starts
authorization or installation. Use your own app remains under Advanced
before creation. Save personal manager grants by company, Paperclip
user, Slack user, workspace, and manager app. Reuse only verified
identities for test messages. Unknown identities must complete a private
Slack connection challenge before linking and receiving the test DM.

**Alternatives considered**

A shared bot would change each agent's Slack identity. Requiring Slack
CLI or a hosted service for self-hosted users would remove independent
installation.

**Roadmap alignment**

This maintainer-requested change improves Connected Apps and
experimental Agent Chat. It adds provisioning and management controls to
the existing Slack runtime.

**Additional context**

The companion Cloud broker profile is a separate deployment
prerequisite. Managed setup remains gated. Existing-app adoption is
deferred.

## What Changed

- Extract Slack registration, provider requests, completion,
customer-owned setup, managed setup, and personal manager grants into
focused services. Preserve the compatibility facade and independent
removal cleanup.
- Add company-scoped manager grants and a registration reference through
an additive, idempotent migration after current master. Keep runtime
credentials separate from app-registration secrets.
- Add authenticated manager authorization, sealed handoff, serialized
refresh and revocation, app creation, managed installation, and
installer-bound OAuth fallback.
- Preserve creation intent, block automatic uncertain recreation, save
credentials before downstream checks, and validate app, workspace, bot,
scopes, and installer identity.
- Add the two-stop production wizard and ordered stories. Keep the
own-app, manual, existing-app, and legacy-draft paths.
- Simplify Settings. Open Slack configuration targets the saved app. The
test-message action has its own row. Remove the old manual-avatar
section, channel-message section, and broken permissions link.
- Add paginated account discovery and a private connection challenge for
unknown accounts. Expired invitations stop waiting and offer a new
private invitation. Save send receipts before provider dispatch and
preserve confirmed delivery when activity logging fails.
- Reinstall the saved managed app on explicit reconnect, replace revoked
credentials, and resume completion. Persist reconnect intent and
duplicate-request receipts without creating another app.
- Update provider browser tests, recovery tests, secret redaction, setup
documentation, and the agent prompt. Preserve current master's durable
verification scheduling.

## Verification

- Full workspace typecheck and repository build passed on `56d389d47a`.
The subsequent reconnect retry fix in `288364eada` also passed UI
typecheck and UI build.
- 114 focused Slack registration cases and 13 production managed-wizard
cases passed, including fresh-token reconnect, retry after installation
failure, and duplicate reconnect requests.
- All nine affected Slack browser cases passed against the production UI
and a disposable fixture server. They cover managed setup, automatic
setup, own-app selection, refresh, recovery, mobile behavior, and
connection settings.
- Eight focused real-database test-message cases passed. They cover a
private ownership challenge, saved grant reuse, account pagination,
revoked and conflicting links, workspace mismatch, disabled DMs, revoked
membership, audit failure, ambiguous dispatch, and secret canaries.
- UI token gates and the production Storybook build passed.
- Greptile reviewed exact head
`288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable
findings or unresolved review threads.
- The full repository test suite and current-head CI are running. Their
final results will replace this line before merge.
- Earlier live feature previews created two bots in the authorized
Paperclip Slack workspace and reused one personal manager grant. Local
managed Continue created and installed a bot without a configuration
token or a separate Add to Slack action. Avatars, welcome DMs, signed
callbacks, and direct replies were observed. A Settings test DM also
arrived in the signed-in user's Slack account.
- Earlier staging thread qualification required manual publication
recovery for one bot. Current-head live qualification remains required
before enabling the production default. Fixture results do not establish
Slack approval behavior in other workspaces.

## Risks

- Personal manager tokens can create apps. They stay in scoped vault
entries. The manager client secret stays at the broker. Company,
actor/session, origin, and app identity checks apply throughout setup.
- The additive migration must also work on qualification instances that
applied earlier branch migrations. Table, column, index, and constraint
creation is idempotent.
- Creation and message timeouts can leave uncertain outcomes. Saved
request IDs prevent automatic duplicate dispatch.
- Unknown Slack identities must receive and complete their private
challenge while signed in. Account selection alone does not grant
Paperclip permissions. Existing revoked or conflicting links are not
overwritten.
- A development-only manager transport uses an explicitly configured
private credential file for local qualification. Production ignores this
transport; no manager credentials are bundled with open source.
- Managed rollout requires Slack approval, the companion broker
deployment, configured secrets, and final live qualification. Removing a
connection does not delete its Slack app.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
tools. The session does not expose the exact serving model ID 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
- [ ] 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
- [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>
2026-10-12 15:34:02 -05:00
DottaandPaperclip 7d9b93aee2 docs: establish paired feature and agent access maps (#16025)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Contributors use the feature map to understand and verify product
capabilities.
> - Agents need APIs and usable entry points within their permission
boundaries.
> - Product recipes and agent access need separate records with shared
capability IDs.
> - This pull request establishes that contract and gives maintenance
ownership of both maps.
> - The benefit is repeatable access review without changing product
behavior or permissions.

## Linked Issues or Issue Description

Refs: #15983, which added the portable verification skills and updated
the feature map. This is its contract-only follow-up. Related: #15288
added the original feature map.

**Issue type**

Missing documentation and maintenance contract.

**Where is the issue?**

The product map, its missing agent access companions, and the
verification skills.

**What's wrong?**

There is no shared convention for API presence, agent entry points,
permission boundaries, access gaps, or evidence. An API declaration does
not prove that a permitted native or remote agent can use it.

**Suggested fix**

Keep the product and agent access maps as siblings under `maps/`. Reuse
capability IDs. Record representative source inventory separately from
operation review and live proof. Keep both maps aligned through the
maintenance skill.

## What Changed

- Move the existing product map to `maps/feature-map/`. Preserve its
recipes and Poteto format. Update relative links and add companion
links.
- Add `maps/agent-access-map/` with 35 area files and 171 matching
capability IDs. Seed representative API operations, agent paths,
policies and known gaps from the reviewed source inventory. Mark entries
as `baseline`, `source-only`, and live verification `not-run`.
- Define the shared contract in `maps/README.md`. Track API presence,
agent availability, policy, evidence and review depth separately.
Require operation enumeration before marking a broad capability
operation-reviewed.
- Extend `maintain-verification-skill` to reconcile both maps and
inspect actual route policy and production tool admission. Update
creation, verification, notices and contributor references to use the
shared contract.
- Add `scripts/check-maps.mjs` and ten regression tests. Check matching
areas/IDs, indexes, references, contract fields, API method/path
examples, justified exceptions and evidence-state consistency.
- Keep the coverage inventory unchanged. Preserve skill invocation
policies and both MIT license blocks. No product API, permission, UI,
runtime helper, migration, dependency or workflow changes.

## Verification

- Passed: `node scripts/check-maps.mjs` reports 35 paired areas and 171
matching capability IDs. All local map references resolve.
- Passed: `node --test scripts/check-maps.test.mjs` runs ten tests.
Fixtures cover missing companions, renamed/orphan/duplicate IDs, broken
references, missing operation fields, empty exceptions, missing API
examples, empty policy fields, and verified evidence without passed
verification.
- Passed: metadata validation for all three verification skills. Skill
and contributor links resolve. Invocation policies and both license
blocks are unchanged.
- Compared relocated recipes with current master. Contents differ only
in relative links and companion links. `coverage.json` is byte-for-byte
unchanged. Master's updated read-only interaction test reference is
retained.
- Passed: `git diff --check`. The branch starts from current master and
contains only this contract change.
- Repository-wide typecheck, tests and build were not run locally for
this documentation and Node structural-check scope. Live agent access
was not exercised. Those gaps are explicit in the baseline entries; the
structural check does not certify behavior. CI and automated review are
pending.

## Risks

- The companions are representative source baselines. They are not
complete operation inventories or passed agent journeys.
- The checker cannot establish actual permissions, native tool
admission, operation completeness or truthful live evidence. Maintenance
must inspect source and verify with the actual permitted agent context.
- External links to the old product-map directory may need updates.
Repository references have been updated.
- Existing access gaps and board/user restrictions remain recorded. This
contract does not change authority or implement missing paths.

## Model Used

OpenAI GPT-6 through Codex assisted with this change. The session does
not expose the exact serving model ID, configured context-window size,
or reasoning setting. Capabilities used: source analysis, file edits,
shell commands, and structural regression tests.

## 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>
2026-10-12 14:52:28 -05:00
7df517d18f perf(build): reuse a current Runner build in the server's prepare:runner-vendor step (#15926)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its CI runs a `Build` job on every pull request. That job runs `pnpm
build` and then verifies the public npm install. Since the server test
shards got faster, `Build` is the slowest check in most runs (419-497s
on the six fully green `master` runs created 2026-10-11 19:46Z to
20:17Z).
> - Inside `pnpm build`, the server package is the last package to
build. Its first step, `prepare:runner-vendor`, runs the full build of
`@paperclipai/paperclip-runner` so the server can vendor
`packages/paperclip-runner/dist`. In `pnpm -r build` that package was
built seconds earlier by the same command. The second build took 12-16s
on those six runs and sits on the critical path of the job.
> - The step cannot just be removed. A standalone `pnpm --filter
@paperclipai/server build` (the Dockerfile's path) must produce a
current vendored Runner on its own.
> - This pull request keeps that guarantee and skips only the build that
is provably redundant. The Runner's `build` records a digest of its
inputs, captured before its first step and confirmed after its last,
together with a manifest of every file it left under `dist`. The
server's `prepare:runner-vendor` reuses the build when the digest
matches, the stamp is for this platform, and every recorded output is
still there at its recorded size. Any other state runs the same full
Runner build as before.
> - The benefit is 12-16s off the `Build` job and off every other `pnpm
build` (the Canary Dry Run's `release.sh` build, local builds), with no
change to what a standalone server build produces. The PR's own first
run measured it: the server step reused the build in 56ms where `master`
runs rebuilt for 11-15s.

## Linked Issues or Issue Description

No GitHub issue exists for this. The description below follows the
enhancement template.

**What existing behavior does this improve?**

The server build's `prepare:runner-vendor` step, which builds
`@paperclipai/paperclip-runner` so the server can vendor its `dist`.

**Subsystem affected**

Build and CI (`server/package.json`,
`packages/paperclip-runner/package.json`, the `Build` job).

**Current behavior**

`prepare:runner-vendor` runs the Runner's full `build` every time.
Inside `pnpm -r build`, the Runner was already built by the same command
20 to 25 seconds earlier, with every check passing. On six fully green
`master` runs (2026-10-11, 19:46Z to 20:17Z) the repeated build took
11.8s to 15.9s, measured from the `server build$ pnpm run
prepare:runner-vendor` log line to the Runner's `Finished release
profile` line. The server package builds last, so that time is on the
critical path of `Build`, which is the slowest check in most pull
request runs.

**Proposed behavior**

- The Runner's `build` starts with `node scripts/record-build-inputs.mjs
--begin` and ends with `node scripts/record-build-inputs.mjs --finish`.
`--begin` removes the previous stamp and records a digest of every build
input before the first step reads anything. `--finish`, after every step
and check has passed, recomputes the digest and writes
`packages/paperclip-runner/node_modules/.cache/paperclip-runner-build-inputs.json`
only if the inputs are still the ones the build began with, together
with the path and size of every file under `dist`. A stamp therefore
exists only for a build that completed every step on inputs that did not
move while it ran.
- The server's `prepare:runner-vendor` becomes `node
scripts/prepare-runner-vendor.mjs`. It reuses the build if the stamp is
for this platform and architecture, every recorded output is still there
at its recorded size, and the recomputed digest matches. In every other
case it removes the stamp and runs `pnpm --filter
@paperclipai/paperclip-runner build`, the exact command the step ran
before.
- `PAPERCLIP_RUNNER_VENDOR_REBUILD=1` forces the rebuild.

**Reason and benefit**

12-16s off the `Build` job and off every other `pnpm build` (the Canary
Dry Run's `release.sh` build, local builds), with no change to what a
standalone `pnpm --filter @paperclipai/server build` produces.

**Breaking changes**

None. The rebuild path runs the same command as before. A fresh
checkout, a changed input, a missing or truncated output, an edit that
landed during the build, or a stamp from another platform always
rebuilds.

## What Changed

- `packages/paperclip-runner/scripts/build-inputs.mjs` (new): defines
the input set, the digest, the output manifest and the reuse decision.
Inputs are every file under `packages/paperclip-runner` except `dist`,
`dist-browser`, `runner/target`, `node_modules` and dot-directories;
every file under `packages/paperclip-eval-kernel` except `dist` and
`node_modules` (the Runner's `build:typescript` builds it first); every
file under the root `patches` directory (`check:acpx-profiles` hashes
`acpx@0.13.1.patch`, and `build-verified-provider-entrypoints.mjs`
copies the `pi-acp` and `brace-expansion` patches into
`dist/cli/pi-provision-inputs`); and the root `package.json`,
`pnpm-lock.yaml`, `pnpm-workspace.yaml` and `tsconfig.base.json`. The
toolchain pins are inside the package (`rust-toolchain.toml`,
`runner/Cargo.lock`) and the TypeScript version is in the lockfile, so
both are covered. A symlink is hashed as its target path and is not
followed. Outputs are every file under `dist`, the tree the server
copies wholesale, recorded with their sizes. Exports `beginRunnerBuild`,
`recordRunnerBuild` and `assessRunnerBuild` (returns `current` plus a
stable reason code: `no_stamp`, `schema_mismatch`, `platform_mismatch`,
`missing_output`, `outputs_changed`, `inputs_changed`,
`inputs_unchanged`).
- `packages/paperclip-runner/scripts/record-build-inputs.mjs` (new): the
two phases, `--begin` and `--finish`, added as the first and last step
of the Runner's `build` in `packages/paperclip-runner/package.json`.
Each build chain has its own pending record under
`node_modules/.cache/paperclip-runner-build-inputs.pending/`, named
after the shell pnpm runs the chain in (the parent of both phases;
`--finish` also accepts a record named after its own pid, for a shell
that execs the last command of the chain), so two Runner builds running
at once in one checkout do not consume each other's record. `--finish`
without a pending record for its chain is an error, so the chain cannot
silently lose its first step; `--finish` after an edit that landed
mid-build prints `not recorded: inputs changed while the build ran` and
leaves no stamp. Records of builds that never finished are pruned by the
next `--begin` after a day.
- `server/scripts/prepare-runner-vendor.mjs` (new): the reuse-or-rebuild
step. It resolves the pnpm that is running it through `npm_execpath`
with the same rule as the CLI's `resolvePnpmInstallInvocation` (a
JavaScript entry runs through this Node, a native executable runs
directly, otherwise `pnpm` on PATH). It prints one
`paperclip.runner-vendor.timing.v1` line with `action`, `reason`,
`check_ms` and `build_ms`, so the saving is measured on this PR's own
`Build` job.
- `server/package.json`: `prepare:runner-vendor` now runs that script.
The `build` and `typecheck` scripts are unchanged.
- `server/src/__tests__/server-package-build-script.test.ts`: pins the
new indirection and the command behind it (imported from the script, so
the Dockerfile's standalone path stays pinned), and a new test asserts
the Runner's `build` starts with `--begin`, ends with `--finish`, and
has exactly those two record steps.
- Tests: `packages/paperclip-runner/scripts/build-inputs.test.mjs`
(node:test, added to `test:typescript:prep`) and
`server/scripts/prepare-runner-vendor.test.mjs` (vitest, in the server
lane).
- `doc/DEVELOPING.md`: a "Reused Runner build in the server build"
section under Test Commands.

## Review findings on the first head, all fixed in
[2d57542](https://github.com/paperclipai/paperclip/pull/15926/commits/2d575425977f87b4612222d0a1961bc9cc5ba569)

Greptile scored the first head 2/5 with three P1 findings. All three
were valid.

| Finding | Fix |
| --- | --- |
| **Patch edits leave stale output.** The root patch files the build
reads were not in the digest. | Every file under the root `patches`
directory is an input. Tests assert the patches are in the input list
and that editing the pi-acp patch, the acpx patch, or adding a patch
changes the digest. |
| **Missing helpers pass the build.** Only four outputs were checked, so
a `dist` that lost `dist/cli/acpx-runtime-sidecar.cjs` still counted as
current. | `--finish` records the path and size of every file under
`dist`; reuse requires all of them intact and reports `outputs_changed`
naming the first missing or resized file. Schema bumped to
`paperclip.runner-build-inputs.v2` so an older stamp is rejected. Tests
cover a deleted helper, a truncated helper, and the server step
rebuilding on `outputs_changed`. |
| **New edits count as compiled.** The digest was hashed after the
build, so a source edited while `build:binary` ran was recorded as
compiled. | The build is bracketed: `--begin` captures the digest before
the first step, `--finish` compares after the last and writes nothing if
it moved. Tests cover the mid-build edit, the undisturbed build, and the
CLI in both orders. |

## Review finding on the second head, fixed in the third commit

Greptile scored the second head 4/5 with one P1, valid: two Runner
builds running at once in one checkout (server `build` beside
`typecheck`) shared one pending record, so the second `--begin`
overwrote it, the first `--finish` consumed it, and the second
`--finish` threw `no pending build inputs` after every step of its build
had passed. Reproduced on the second head's module: two
`beginRunnerBuild`, then the first `recordRunnerBuild` records and the
second throws.

| Finding | Fix |
| --- | --- |
| **Overlapping builds fail each other.** One pending file for every
build chain. | One record per chain, named after the shell pnpm runs the
chain in: `--begin` sees it as its parent, and so does `--finish`,
unless the shell execs the last command of the chain (bash can), in
which case `--finish` is that shell and finds the record under its own
pid. Pending records of builds that never finished are pruned after a
day. An edit between two overlapping starts leaves no stamp whichever
build finishes last: the build that began before the edit reports
`inputs_changed_during_build` and removes the stamp the other wrote, so
a stamp always means every build that wrote `dist` read the inputs it
names. Tests: both finishing orders with and without an edit, the
pruning, a `--finish` that cannot use another chain's record, and two
real `sh -c` chains (plus one under `bash`) held open at the same time,
both recording. On the real repo, two `pnpm --filter
@paperclipai/paperclip-runner build` chains started 8s apart with a
cargo stand-in both recorded (`files=1223 outputs=1434`) and left the
pending directory empty. |

## Measured on this PR's runs

The `Build` job ran `pnpm build` from the branch, so both builds of the
Runner in that job used the new chain.

First head (c23faab, run 38175281058), against the four fully green
`master` runs created 20:41Z to 21:37Z the same evening:

| | PR run 38175281058 | `master`, four runs |
| --- | --- | --- |
| Runner build inside `pnpm -r build` | 55.3s | 47.3-62.0s |
| Server step `prepare:runner-vendor` |
`action:reuse,reason:inputs_unchanged,check_ms:56,build_ms:0` | full
Runner rebuild, 11.0-14.8s |
| Server package build | 29.7s | 32.3-43.5s |
| `pnpm build` step | 114s | 102-135s |
| `Build` job | 411s | 409-474s |

Second head (2d57542, run 38178686999), against the two fully green
`master` runs created in the same half hour (38178951607 and
38180574768):

| | PR run 38178686999 | `master`, two runs |
| --- | --- | --- |
| Runner build inside `pnpm -r build` | 53.9s (`begin:` 22:03:04,
`recorded:` 22:03:57, digest 460e02616081 over 1231 files and 1434
outputs) | 62.2s, 64.6s |
| Server step `prepare:runner-vendor` |
`action:reuse,reason:inputs_unchanged,check_ms:109,build_ms:0` | full
Runner rebuild, 14.5s, 15.2s |
| Server package build | 27.4s | 43.5s, 44.8s |
| `pnpm build` step | 106s | 91s, 95s to the Runner's end plus the rest;
127s, 135s in all |
| `Build` job | 405s | 461s, 479s |

The rebuild is gone from the server build on both heads, and the check
costs 56-109ms where `master` rebuilds for 11-15s; the rest of the
spread between runs is runner speed on the `runs-on` fleet. The third
commit changes nothing on the reuse path: it only changes where the
pending record lives between `--begin` and `--finish`.

## Verification

- `node --test packages/paperclip-runner/scripts/build-inputs.test.mjs`:
11 tests, three consecutive runs clean. Two builds at once in one
checkout each keep their own pending record and both record, in either
finishing order; with an edit between their starts the build that began
before it leaves no stamp whichever finishes last. A build's start
prunes records older than a day and no others. A `--finish` cannot use
another chain's record. Two chains run by separate `sh -c` shells at the
same time (and one under `bash`) both record and leave the pending
directory empty. The input set is exactly the sources, the eval kernel,
the root patches and the root config, and skips outputs and caches. The
output manifest lists every file under `dist` with its size and nothing
outside it. The digest is stable across reads, does not change when
`dist`, `dist-browser`, `node_modules`, `.vite` or `runner/target`
change, and does change for a Runner source, a Rust source, an
eval-kernel source, the pi-acp patch, the acpx patch, a new patch, the
lockfile, the base tsconfig, a new file and a rename. A symlink changes
the digest but its target's files are not read. A build is current only
with a matching v2 stamp, the same platform and architecture, the four
named outputs present, and every recorded output intact (a deleted or
truncated helper is `outputs_changed`; a file the build did not produce
may appear). An input edited between `--begin` and `--finish` leaves no
stamp and removes the pending record; the next build records normally.
`--finish` without `--begin`, or after a build that left a required
output missing, throws and leaves no stamp. The CLI brackets the build
for the package it is pointed at, reports a mid-build edit, and rejects
`--finish` first, both flags, neither flag, and unknown arguments.
- `vitest run scripts/prepare-runner-vendor.test.mjs
src/__tests__/server-package-build-script.test.ts` in `server/`: 21
tests. The decision reuses a current build, rebuilds a stale one, and
rebuilds a current one only when `PAPERCLIP_RUNNER_VENDOR_REBUILD=1`.
The pnpm resolver covers a JavaScript entry, a native executable, a
Windows executable, no `npm_execpath`, and npm's `npm_execpath`. With an
injected build command: a current stamp runs nothing and prints
`action:reuse`; changed inputs run the exact command from `server/` with
the stale stamp already removed; a lost
`dist/cli/acpx-runtime-sidecar.cjs` rebuilds with
`reason:outputs_changed`; a failing build returns its status and leaves
no stamp. End to end, the CLI with a stand-in `pnpm` on PATH that
brackets its build the way the real one does rebuilds on the first call,
reuses on the second, rebuilds after a source change, rebuilds after a
lost output, and reuses again. The guard test asserts
`prepare:runner-vendor` is the new script, the rebuild command is still
`pnpm --filter @paperclipai/paperclip-runner build`, the server build
still starts with the step, and the Runner's `build` starts with
`--begin` and ends with `--finish` with exactly two record steps; it
fails against the previous build script on its first assertion.
- Real repo, this checkout, with `cargo` and `pnpm` stand-ins on PATH
(no Rust toolchain here; the stand-in writes the one file
`stage-runner-binary.mjs` copies): `pnpm --filter
@paperclipai/paperclip-runner build` ran the complete chain through the
real nested pnpm (every TypeScript step and check, the stand-in cargo,
the binary staging, the two binary-reading checks) and recorded
`files=1223 bytes=18735059 outputs=1434`; the stamp is 128 KB. `pnpm run
prepare:runner-vendor` in `server/` then printed
`action:reuse,reason:inputs_unchanged,check_ms:222,build_ms:0`.
Appending a newline to `patches/pi-acp@0.0.33.patch` made the assessment
`inputs_changed`; truncating or deleting
`dist/cli/acpx-runtime-sidecar.cjs` or
`dist/cli/opencode-app-server-proxy.cjs` made it `outputs_changed` in
1-5ms; restoring each made it current again. `--begin`, an edit to
`src/index.ts`, then `--finish` printed `not recorded: inputs changed
while the build ran` and left no stamp.
- The whole check on the real set (1223 inputs, 18 MB; 1434 outputs)
takes 165-227ms on this host and took 56ms on the CI runner; the output
manifest part is 1-5ms.
- Not run here: the real `cargo build`, and `pnpm build` end to end.
This PR's `Build` job runs `pnpm build` from the branch, so its log
carries the Runner's `begin:` and `recorded:` lines and the server
build's `paperclip.runner-vendor.timing.v1` line with the measured
result.

## Risks

- A build input outside the digest would let a stale Runner be vendored.
The digest covers the whole Runner package except its outputs, the eval
kernel the Runner builds first, the root patches, and the root files the
Runner's tsconfig and dependency graph read. The lockfile covers
dependency versions, and the pins inside the package cover the Rust
toolchain. An input missed here is a bug to fix by adding it to the set;
the fallback direction is always a rebuild, never a skip.
- The whole `patches` directory is an input, although the Runner build
reads three of its fourteen files. An edit to an unrelated patch
therefore costs one extra Runner rebuild, which is the safe direction
and avoids a hand-kept list of file names that could drift from the
scripts that read them.
- The stamp lives in `node_modules/.cache`, which pnpm does not manage
and `.gitignore` and `.dockerignore` already exclude. It is about 128 KB
with the output manifest. The Docker build has no stamp and no prior
Runner build, so it rebuilds exactly as before.
- A stamp is written only after the Runner's `build` passed every step
on inputs that did not change while it ran. The Runner's first step and
the prepare step both remove any existing stamp before a rebuild starts,
so a build that stops partway, or a build command that fails before its
first step, leaves no stamp.
- `node scripts/record-build-inputs.mjs --finish` on its own is an
error; the script is only meant to run as the two ends of the `build`
chain, and the guard test pins that.
- The pending record is keyed by the pid of the shell that runs the
chain. pnpm runs every script through a shell (`sh -c` on POSIX, `cmd`
on Windows), and both phases are children of that shell; a shell that
execs the last command of the chain is covered by matching the finishing
process's own pid too. A chain run some other way, with the two phases
under different parents, fails loudly at `--finish` rather than
recording. Two builds running at once still write the same `dist`, which
no stamp can make safe; what the record guarantees is that a stamp is
written only by a build whose own inputs did not move.
- The platform and architecture are part of the comparison, so a stamp
from another machine is never trusted; an older v1 stamp is rejected by
schema.
- The Typecheck job builds the Runner once, through this step, with no
prior `pnpm -r build`, so it gains nothing and loses nothing: there is
no stamp and it rebuilds as before.
- The step now spawns pnpm through `npm_execpath` instead of relying on
`pnpm` being on PATH, because under corepack the script shell has no
`pnpm`. Outside a pnpm script it still falls back to `pnpm` on PATH.

## Model Used

- Claude (Anthropic), model id `claude-fable-5-1` (Claude Fable 5.1),
extended thinking, with tool use (shell, file editing, GitHub CLI) in a
Paperclip agent 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

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-12 11:25:24 -07:00
DottaandPaperclip ce08872dfb refactor(heartbeat): extract instruction working-copy lifecycle (#15984)
## Thinking Path

> - Paperclip runs agent tasks and preserves their managed agent files.
> - Heartbeat must prepare a private copy, collect stopped-provider
edits, and retain ownership during warm-session handoff.
> - That lifecycle is spread across preparation, adapter callbacks, and
cleanup.
> - A per-run controller can own the copy and receipt while the executor
retains teardown ordering.
> - This PR moves that coordination into a dedicated module.
> - Live getters preserve updated state and partially acquired
resources.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Maintenance of heartbeat instruction preparation. This is the second and
final PR in this batch, originally stacked on #15980. That dependency is
now merged; this PR is rebased onto its squash merge with an identical
patch and identical touched-file contents. Related-PR search found no
duplicate extraction.

**Current behavior**
After #15980, `heartbeat.ts` has 4,215 lines and 173,657 bytes. It
coordinates instruction-copy preparation, save receipts, warm handoffs,
and deferred cleanup inline.

**Proposed behavior**
`heartbeat/instruction-working-copy.ts` owns the per-run lifecycle in
233 lines. `heartbeat.ts` becomes 4,055 lines and 162,520 bytes. The
executor retains the outer release order, unavailable-copy reporting,
and environment/service cleanup policy.

**Reason and benefit**
The copy, save receipt, and warm ownership are readable together. The
remaining executor names preparation and dispatch phases without
obscuring teardown decisions.

**Breaking changes**
None intended. All 140 named public heartbeat exports remain unchanged.

## What Changed

- Extract copy preparation, save/checkpoint callbacks, warm
reservation/adoption, prompt guidance, and the deferred-release closure.
- Read the executor's current run row through a callback; expose current
copies, receipts, and acquired cleanup handles through live getters.
- Keep cleanup handles available after preparation failure, and preserve
release-before-retry on invalidated warm reuse.
- Add four public-path characterization tests with real disposable
PostgreSQL and files, plus four direct boundary tests.
- Add isolated browser acceptance with a real process that edits
instructions, completes its task, and reads the saved bytes on its next
task.
- Document the boundary and opt-in acceptance command.

## Verification

- **Before extraction:** four new public-path tests pass on the original
implementation, as do 108 existing
instruction-copy/directory/native-cleanup tests. The two-task browser
journey also passes on the baseline server.
- **After extraction:** all 112 baseline tests pass; all four new
boundary tests pass; 12 selected native-session ownership/retirement
cases pass (the other 670 cases were outside this focused selection).
- **Browser acceptance:** the fresh extracted-code server passes the
full two-task journey (25.9 seconds): real child-process edits,
saved/unchanged receipts, canonical bytes through the agent-file API,
next-task restore, completed task UI, and copy cleanup.
- `pnpm -r typecheck`, final server typecheck, and `pnpm build` pass.
Module-boundary and public-export checks pass.
- Normalized syntax comparison confirms all moved bodies and the
reconstructed executor match the base, accounting explicitly for live
run getters and delegation.
- Final rebased head: `a08872c97e587a21ffc0fc6b78f34b81e484e7b0`.
Combined entry-point and boundary regressions pass again (12/12); fresh
Greptile review is 5/5 with no findings. All 55 current-head checks pass
(two configured skips), including the hosted full-suite tests, build,
typecheck, and all eight browser shards. There are no open review
threads.

## Risks

- Acquisition can succeed before preparation throws. Boundary tests
verify that both the reservation and a transferred copy remain visible
to the cleanup owner.
- Callbacks can replace copy/save state during execution. Public tests
verify saved receipts; direct tests verify the current run row, warm
checkpoint receipt, and permission-root preservation.
- Missing edit authorization and cleanup failure must remain nonfatal.
Characterization tests revoke actual membership after dispatch admission
and inject a cleanup error while preserving the saved result.
- The browser uses a test-launcher-only instruction-capable wrapper
around the real process adapter. Production adapter capabilities are
unchanged. No live provider calls are made; native warm ownership is
covered by focused module and native-session tests rather than a live
provider browser run.

## Model Used

OpenAI Codex, based on GPT-6, assisted with reasoning, code edits, tool
execution, and verification. 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>
2026-10-12 10:52:32 -05:00
DottaandPaperclip 94e4218310 refactor(heartbeat): extract runtime service coordination (#15980)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat runs start workspace services and receive service reports
from adapters.
> - Service context updates and readiness notices are spread through the
executor.
> - These steps share a clear responsibility, while process and lease
ownership already live elsewhere.
> - This pull request puts service coordination in one module.
> - The executor retains the same dispatch and cleanup order.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Maintenance of heartbeat execution. This is the first of two final
focused extractions after #15973. Related #15653 changes runtime
callback origins; this PR preserves that policy.

**Current behavior**
`heartbeat.ts` has 4,372 lines and 178,459 bytes. It validates service
intents, starts services, persists adapter reports and primary URLs, and
posts readiness notices inline.

**Proposed behavior**
`heartbeat/runtime-services.ts` owns those steps in 212 lines.
`heartbeat.ts` becomes 4,215 lines and 173,657 bytes. Process registries
and leases stay in `workspace-runtime.ts`. The executor still releases
services in its original cleanup path.

**Reason and benefit**
Service coordination has named preparation and result phases. The
execution path is easier to read without changing service lifetime or
moving cleanup policy.

**Breaking changes**
None intended. All 140 named public heartbeat exports remain available,
including `postWorkspaceReadyComment`.

## What Changed

- Move service-intent validation, startup, adapter-result persistence,
and readiness notices into one module.
- Preserve mutable run context, primary URL selection, notice error
handling, and release ordering.
- Add four public-path tests using disposable PostgreSQL, real HTTP
service processes, and a fixture adapter.
- Extend browser recovery acceptance to fetch the actual service URL,
check the readiness notice, and verify listener cleanup.
- Update the module map and acceptance instructions.

## Verification

- Before extraction: all five tests pass, including the four new
characterization cases and existing notice formatting test.
- After extraction: all 17 tests pass across service coordination,
notice formatting, output recording, and runtime authorization.
- Structural comparison confirms that all moved bodies and the
reconstructed executor match the baseline. Module boundary checks pass.
- `pnpm -r typecheck` and `pnpm build` pass.
- Extended isolated browser acceptance: **2/2 pass** (3.7 minutes),
covering actual service readiness, recovery, bounded failure, and
cleanup. At `8e33e2032de681082f128470eb8ab0711b382afe`, all 55
current-head checks pass (two configured skips), including hosted
full-suite tests. Greptile is 5/5 with no findings or review threads.

## Risks

- Service context must be persisted before adapter dispatch and before
run completion. The tests inspect both phases and preserve the first
service URL when adapter reports arrive.
- Notice failures must remain nonfatal. The public-path test checks both
startup and result notices.
- Shared services must survive run cleanup; ephemeral services must stop
after success or failure. Tests use actual processes and HTTP requests.
- The fixture supplies UUID service report IDs, as required by the
database. The existing generated-ID fallback for reports without IDs is
outside this extraction.
- Test adapters and services are local fixtures; these tests make no
live provider calls.

## Model Used

OpenAI Codex, based on GPT-6, assisted with reasoning, code edits, tool
execution, and verification. 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>
2026-10-12 10:40:42 -05:00
DottaandPaperclip 914b70572c refactor(heartbeat): extract execution configuration (#15973)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat turns task, agent, environment, and account settings into
an executable run.
> - The executor still assembles scoped credentials and skill
configuration inline between environment selection and session
preparation.
> - That phase has a clear input/output boundary, but credential
acquisition must remain visible to cleanup even when later setup fails.
> - This pull request extracts configuration assembly and immediately
notifies the executor of acquired resources and redaction state.
> - The executor retains admission, dispatch, and cleanup, with the same
statement ordering and explicit busy-account deferral.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Maintenance of heartbeat execution. This PR follows #15969 and #15966,
both now merged. The branch is rebased onto `master`; `git range-diff`
confirms that the extraction patch is unchanged.

**Current behavior**
`heartbeat.ts` has 4,561 lines and 188,950 bytes. Configuration assembly
mixes workspace overrides, secrets, managed AI preparation, and skill
delivery into the executor.

**Proposed behavior**
`execution-configuration.ts` owns this preparation phase in 269 lines
and 16,204 bytes. The executor calls it between environment and session
preparation and retains immediate cleanup ownership. `heartbeat.ts`
becomes 4,372 lines and 178,459 bytes.

**Reason and benefit**
The execution path exposes another named phase, with tests that exercise
its effective configuration, resource lifetime, failure diagnostics, and
busy-account result through public heartbeat dispatch. Related work:
#11827 changes pre-dispatch secret refresh and #15355 changes GitHub
delegation; this extraction preserves current policies.

**Breaking changes**
None intended. Public exports remain available, and the original helpers
keep their modules.

## What Changed

- Move configuration merging, scoped secret resolution, managed AI
acquisition, runtime skills, connector instructions, and managed
identity preparation into one typed module.
- Notify the executor immediately when failure-redaction values, managed
credentials, and identity redaction become available. Returning
resources only after all preparation succeeds would lose cleanup on
partial failure.
- Preserve the live failure-secret getter for later runtime environment
changes. Return an explicit deferred result for busy accounts.
- Add four real-database characterization tests through
`heartbeat.wakeup`, using actual credential files and cleanup with a
fixture adapter.
- Update the developer module map.

## Verification

- Before extraction: all 45 tests pass across the new public-path tests
and existing project-environment tests.
- After extraction: 47 tests pass across execution configuration,
project environment, and runtime skills. No skips.
- Two additional real-process managed identity tests pass; nine
unrelated cases are deliberately filtered out.
- `pnpm -r typecheck` and `pnpm build` pass.
- Normalized syntax comparison confirms the moved body and reconstructed
executor match after accounting for immediate ownership callbacks and
the explicit prepared/deferred result.
- Isolated browser acceptance: 2/2 pass (3.9 minutes). A real process
worker completes after Git recovery, with persisted stdout and matching
final output byte counts. Persistent failures stop after three attempts.
Both outcomes survive reload. The disposable server was shut down after
verification.
- All eleven new public-path characterization cases across the three-PR
stack pass together on the final commit.
- All 140 named public exports from the batch baseline remain available.
- CI initially failed the legacy-continuation message browser case:
periodic recovery escalated the issue, then queue admission cancelled
the run with `execution_reconciliation_required` before configuration
preparation. The unchanged predecessor shard passes, and the exact case
passes locally (5 seconds in the browser). The original failing case
passed on its single rerun (8.2 seconds), but GitHub then shut down the
runner during a different test (`The runner has received a shutdown
signal`). The separate infrastructure restart completed: 24 browser
cases passed, with two existing optional cases skipped. Assertions and
timeouts are unchanged.
- Greptile: 5/5 on `27ab7e3df64c157ba1f00c5757db812ff7a4e5aa`, with no
actionable findings. Hosted full-suite CI passes on this exact commit:
all 54 check runs and the additional commit status are successful.

- Merge preparation: all eleven characterization tests pass after
rebasing onto `master`. Fresh full CI passes for
`1758673f87eaa76a8b2c520eac4b631ada5d9ba1`: 55 successful checks and two
optional Storybook skips, including all eight browser shards, typecheck,
tests, and build. Greptile is 5/5 on this exact commit with zero review
threads. All heartbeat source, tests, documentation, and browser
assertions are identical to the previously reviewed final stack.

## Risks

- A failure after AI acquisition must still remove the disposable
credential home. The new public-path failure test proves actual
filesystem cleanup and diagnostic redaction before the external
reporting sink.
- The baseline exposed an existing gap: arbitrary exception text in the
local `run.error` field can contain a credential even though the failure
reporter redacts it. This behavior is unchanged and merits a separate
fix; the test does not claim the local error field is sanitized.
- Account-busy deferral must return without dispatch while retaining its
scheduled retry. The new test checks the durable run states.
- Browser acceptance uses a real process fixture and disposable data,
without live provider calls.

## Model Used

OpenAI Codex, based on GPT-6, assisted with reasoning, code edits, tool
execution, and verification. 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>
2026-10-12 10:01:00 -05:00
DottaandPaperclip 37913e4907 refactor(heartbeat): extract run output recording (#15969)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat runs stream adapter output and persist execution results.
> - Output recording currently sits inside the executor beside admission
and cleanup.
> - Log handles, sequence numbers, progress writes, and excerpt buffers
share one attempt lifetime.
> - This pull request moves that state and its callbacks into a
per-attempt recorder.
> - The executor keeps dispatch and finalization visible, while
finalization reads live output values.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Maintenance of heartbeat execution. This PR follows #15966, which is now
merged. The branch is rebased onto `master`; `git range-diff` confirms
that its extraction patch is unchanged.

**Current behavior**
`heartbeat.ts` has 4,740 lines and 195,258 bytes. It directly owns log
handles, excerpt buffers, output sequence numbers, progress flushes, and
adapter event callbacks.

**Proposed behavior**
`run-output.ts` owns the per-attempt recorder. The main file has 4,561
lines and 188,950 bytes; the recorder has 209 lines and 7,757 bytes.

**Reason and benefit**
Output state has one explicit lifetime and interface. The shared log
store and finalization policy retain their original owners. Related open
output work includes #12539 and #15524; this PR does not change
redaction policy.

**Breaking changes**
None intended. Public flush constants and log formatting exports remain
available from `heartbeat.ts`.

## What Changed

- Move log initialization, redaction, excerpts, progress persistence,
live delivery, and adapter callbacks into `createHeartbeatRunOutput`.
- Preserve the acquired log handle if later setup fails. Bind callbacks
to the execution-start run row.
- Pass live excerpt getters to success and failure completion so output
arriving during finalization remains visible.
- Add three real-database public-path tests. Extend browser acceptance
to inspect persisted worker stdout and output byte counts.
- Update the module map.

## Verification

- Before extraction: 23 tests pass, including all three new output
characterization cases.
- After extraction: 45 tests pass across output, log formatting, event
sequencing, and run completion. No skips.
- `pnpm -r typecheck` and `pnpm build` pass.
- Normalized syntax comparison confirms the moved bodies and
reconstructed executor match. Reviewed the factory ownership, callback
binding, getter wiring, and constant re-exports separately.
- Isolated browser acceptance: 2/2 pass, including persisted worker
stdout and matching final byte counts. The process worker completes
after recovery; persistent timeouts stop after three attempts. Both
terminal states survive reload.
- Hosted full-suite CI passes on
`d32c8fc40e72b9766bdd9e191d777e8dc554e3f2`; all 55 reported checks are
successful. Greptile is 5/5 with zero review threads.
- The initial chat shard timed out waiting for GitHub mention admission.
Its fixture mocks heartbeat wakeup and never calls the output recorder.
Both parameterized cases passed locally; the unchanged shard passed on
one rerun. No test or timeout changes.

- Merge preparation: all seven session-preparation and run-output
regression tests pass after rebasing onto `master`. Fresh full CI passes
for `60e2a49ce2879645a9f618a801e0ba0903ede161`: 55 successful checks and
two optional Storybook skips, including all eight browser shards,
typecheck, tests, and build. Greptile is 5/5 on this exact commit with
zero review threads.

## Risks

- A stale excerpt snapshot could lose output that arrives while
finalization awaits I/O. Passing-before/passing-after tests exercise
this for both successful and failed runs.
- Per-attempt state must not become service-wide. Each executor
constructs its own recorder and keeps the existing shared store.
- Browser acceptance uses a real process fixture and disposable data; it
makes no live provider calls.

## Model Used

OpenAI Codex, based on GPT-6, assisted with reasoning, code edits, tool
execution, and verification. 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>
2026-10-12 09:51:17 -05:00
DottaandPaperclip 848e659bc6 refactor(heartbeat): extract session preparation (#15966)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat execution prepares a provider session before dispatch.
> - The same executor also owns workspace setup, admission, cleanup, and
recovery.
> - Session freshness and compaction form a separate responsibility with
explicit inputs and results.
> - This pull request moves those two session phases into one module and
keeps their order around workspace preparation.
> - The benefit is a shorter executor with unchanged session behavior.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Maintenance of heartbeat execution. This continues the extraction series
after #15872.

**Current behavior**
`heartbeat.ts` has 4,989 lines and 206,650 bytes. Session config
fingerprints, resume selection, credential compatibility, and compaction
are embedded in the executor.

**Proposed behavior**
The executor calls `prepareHeartbeatSession` before workspace
preparation and `resolveHeartbeatAdapterSession` after it.
`heartbeat.ts` has 4,740 lines and 195,258 bytes. The new cohesive
module has 385 lines and 19,518 bytes.

**Reason and benefit**
A reviewer can find session policy in one module. Runtime acquisition,
admission gates, and cleanup remain in the executor. Related open work
includes #15787 and #15142; this PR does not change either policy.

**Breaking changes**
None intended. Existing public helper exports remain available.

## What Changed

- Move 267 lines into
`server/src/services/heartbeat/session-preparation.ts` with typed task,
config, workspace, and session inputs.
- Keep config fingerprints and context mutations on the same objects.
Return compaction and adapter-session results to existing consumers.
- Add four real-PostgreSQL characterization tests through heartbeat
wakeup and adapter dispatch.
- Document the two session preparation phases.

## Verification

- Before extraction: four new characterization tests pass; 180 existing
workspace/session tests pass.
- After extraction: 205 tests pass across session preparation,
workspace/session policy, managed-account session compatibility, and
accepted-plan refresh. No skips.
- `pnpm -r typecheck` and `pnpm build` pass.
- Normalized syntax comparison: both moved blocks and the reconstructed
executor, including public exports, match the base.
- Isolated browser acceptance: 2/2 pass. A real process worker completes
after automatic recovery; persistent timeouts stop after three attempts.
Both terminal states survive reload.
- All hosted CI gates pass on `d33f8506a7`, including the complete test
shards, typecheck, build, and browser suites. The duplicate local `pnpm
test:run` was interrupted after hosted CI passed; it is not claimed as a
full local pass.
- Greptile: 5/5 on this head, with no review threads.

## Risks

- Session freshness can alter provider context if a dependency is
omitted. Typed inputs and passing-before/passing-after dispatch tests
cover unchanged resumes, model changes, tool refresh, and compaction.
- The module acquires no runtime resource. Workspace preparation still
occurs between the two phases.
- Live external providers are not exercised; browser acceptance uses a
real process fixture in a disposable app.

## Model Used

OpenAI Codex, based on GPT-6, assisted with reasoning, code edits, tool
execution, and verification. 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>
2026-10-12 09:40:09 -05:00
DottaandPaperclip ce15fe7c73 refactor(heartbeat): extract task context preparation (#15872)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat execution prepares task context before it selects an
environment and starts an adapter.
> - This preparation still occupied 319 lines inside the executor after
the earlier extractions.
> - It combines continuation summaries, comments, prompt variants,
communication guidance, and redaction.
> - This pull request moves that responsibility into one typed module
under `services/heartbeat/`.
> - The executor keeps admission, resource ownership, dispatch, and
cleanup ordering together.
> - The result makes the preparation phase easier to find and test
without changing execution behavior.

## Linked Issues or Issue Description

Refs #15825, #15807. This continues the incremental heartbeat extraction
series. A search found no duplicate task-context extraction.

**What existing behavior does this improve?**
Maintenance and review of heartbeat task context preparation.

**Current behavior**
The executor assembles prompts and trust-filtered context inline. This
hides its execution phases among preparation details.

**Proposed behavior**
Call `prepareHeartbeatTaskContext` at the same point in execution.
Preserve statement order, prompt contents, public exports, and the
shared run context object.

## What Changed

- Move task context assembly to
`server/src/services/heartbeat/task-context.ts`. Inputs group task
state, policy, and two existing service methods. Results preserve the
continuation and wake values used by later runtime selection and
dispatch.
- Keep company-scoped loading, quarantined-content filtering, secret
redaction, and revision hashing in their original order. Add no
execution resource acquisition.
- Add four public-path integration tests before the move. Cover prompt
variants and redacted revisions, quarantined summaries/comments, a
mixed-company wake batch, and stale caller fields.
- Extend the real process worker in the opt-in browser suite to check
persisted prompt variants and the description revision before it
completes its task.
- Update the module map and acceptance-test documentation.
- Reduce `heartbeat.ts` from 5,314 lines / 220,784 bytes to 4,989 lines
/ 206,650 bytes. The new module has 376 lines / 15,912 bytes.

## Verification

- Before the move: 11 existing prompt tests and all four new
characterization tests passed against the inline implementation.
- Normalized syntax comparison passed for all 319 moved lines and the
remaining orchestrator, including public exports. Imports and the typed
boundary were reviewed separately.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- The clean post-move focused run passed all 26 tests in five files,
with no skips: task-context characterization, task-markdown, Slack
invitation, accepted-plan workspace refresh, and run-preparation.
- The local `pnpm test:run` attempt was interrupted after database
failures while the Mac exhausted its shared-memory slots. All 15
affected native warm-ownership database cases passed in an isolated
rerun after the browser instance stopped; the other 666 cases in that
file were excluded by the test-name filter. The interrupted command is
not a full-suite pass. Full CI passed on
`6bf86cfdc07e7fe34015f7b719218639f4232510`: 55 successful checks and two
optional Storybook checks skipped. Greptile reviewed the latest commit
at 5/5; its one earlier worker-test finding is fixed and resolved.
- Browser E2E passed both scenarios on the final code: persistent
timeouts stop after three runs and survive reload; one timeout recovers
without manual Retry, verifies task-context prompt variants/revision and
preserved workspace files in a real process, then completes through the
run-scoped API. The first recovery attempt exposed an incorrect new test
assertion because the fixture title equals its description. The worker
now checks the description section specifically; the corrected recovery
scenario passed in 55.9 seconds. The original failure trace was
preserved. These tests use a deterministic process adapter and make no
live model calls.

## Risks

This is a behavior-preserving extraction. The main risks are changed
closure bindings, missing return values, or changed preparation order.
Typed inputs, public-path tests, and syntax comparison cover those
risks. The run context is still the same mutable object. The helper
acquires no leases or processes. It introduces no schema, API, or prompt
policy changes.

The first post-move database run skipped cases due to host resource
exhaustion. All 26 focused cases passed on the subsequent clean run.
Browser E2E passed after the worker assertion fix. The full local suite
remains incomplete. All 15 native warm-ownership database cases passed
on their isolated rerun; The full CI test suite passed on the final
commit.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code execution, and test tools. The host does not expose the exact
deployment model ID 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>
2026-10-12 08:15:21 -05:00
DottaandPaperclip db2f00947b fix(runner): include Claude ACP in the server package (#15912)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server ships a copy of Paperclip Runner for native agent
execution.
> - The Claude ACP bridge is a runner dependency, but it was absent from
the server package.
> - The runner resolves this bridge dynamically, so the import-based
packaging check missed it.
> - A Claude session then failed before startup and showed a generic
connection error.
> - This pull request ships the qualified bridge and reports a missing
runtime with repair steps.

## Linked Issues or Issue Description

**What happened?**

A server install with the vendored runner could not load
`@agentclientprotocol/claude-agent-acp/package.json`. The runtime test
suggested checking the model or provider connection. The task reported
an interrupted runner session.

**Expected behavior**

The server package includes its qualified Claude ACP runtime. A missing
bundled runtime reports an installation error and explains how to repair
it.

**Steps to reproduce**

1. Use a server install with the vendored runner and no Claude ACP
bridge.
2. Select the Paperclip Runner ACP harness and the Claude provider.
3. Run the runtime test or open a session.
4. Observe a missing-module failure before Claude starts.

**Paperclip version or commit**

Reproduced on `e733bddc45`. This branch is based on current master.

**Deployment mode**

Self-hosted server built from source.

Related: #15224 upgrades the Claude bridge. This PR fixes its omission
from the server package and keeps the current qualified version. A
future bridge upgrade must update the server pin too.

## What Changed

- Add Claude ACP `0.73.0` to the server dependencies and bundled
dependencies.
- Pin the qualified Claude SDK and bridge dependencies in the npm bundle
producer graph. Publish its native packages as consumer optional
dependencies instead of shipping the producer executable.
- Bind source-built vendored runners to the shared pnpm dependency store
while retaining the server manifest as the provider authority. Keep
published npm and self-rooted deployment roots unchanged.
- Include dynamically resolved Claude and Codex bridges in the vendor
dependency check.
- Preserve the missing-package category through the sidecar, Rust
transport, and native session executor. Stop automatic retries for this
installation failure.
- Show **Runtime missing** in the runtime test and task thread. Explain
the reinstall or rebuild, server restart, and runtime test steps.
- Add regression tests and document the repair procedure.

## Verification

- Red/green comparison with the production sidecar: the same
missing-package setup returns a raw require-stack error on the original
code and an actionable, non-retryable missing-runtime error on this
branch.
- The rebuilt server's vendored Claude installation probe passes using
the source-server authority selected by the launcher, without starting a
provider or making a model request.
- Focused server verification: 830 tests passed. Runner installation and
sidecar error tests: 83 passed, with 6 platform-specific skips.
Packaging tests: 28 passed. Rust transport tests: 7 passed.
- Source/deployment authority tests: 3 passed. Red/green packaging tests
include a Linux-produced Claude SDK bundle, actual npm pack, and closed
executable admission on Linux x64 and macOS ARM64/x64.
- Full UI suite: 8,113 tests passed.
- `pnpm -r typecheck` and `pnpm build` passed on the rebased branch.
- Full current-head CI passed, including all general and serialized test
lanes, Runner Rust/Vitest verification, typecheck, build, and all eight
e2e shards. Greptile reviewed `d6a2741834ff922956560f2f689382827bbaf9e0`
at 5/5 with no unresolved threads.
- Local full-suite limitation: an earlier parallel attempt hit Postgres
startup failures and timeouts; the affected server tests and a database
fixture passed in isolation. The subsequent serial `pnpm test:run` was
stopped while still running after complete CI passed. Focused local
tests, full UI tests, typecheck, and build completed as listed above.
- Token gates and `git diff --check` passed.

## Risks

- Bundling the Claude bridge increases the server package size. The
producer graph retains the qualified SDK version and existing isolation
patch. Native platform declarations move to the published server
manifest, while the runtime keeps its exact version, declared-slot,
no-follow, and executable digest checks.
- The new failure category is permanent. Operators must repair the
server installation before they retry the task.
- Existing failed runs retain their recorded error. The clearer message
applies to new runtime tests and runs.
- No database schema or migration changes.

## Model Used

OpenAI GPT-6 through Codex. The system reports the model family; the
exact deployment ID and context-window size are not exposed in this
session. Used reasoning, browser inspection, tool use, and code
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 06:51:22 -05:00
85f4205de3 perf(test): reuse a migrated embedded Postgres template across suites (#15861)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Pull requests to this repository run a large CI matrix. The slowest
check sets the time a contributor waits for a green run.
> - After #15853, the twelve `server (n/12)` shards are the slowest
check in every fully green PR run created since its merge (518s to 548s;
`Build` is 482s to 504s). Each shard is about 60s of setup and 454s to
490s of Vitest, with one worker, so its wall time is the sum of its
suites.
> - From two shard logs, 22 to 24 of the 71 to 74 suites in a shard
start an embedded Postgres cluster. Each one runs `initdb`, starts the
cluster, and applies all 331 migrations before its first test. The
smallest such suite takes 6s with one or two trivial tests. On top of
that, the `getEmbeddedPostgresTestSupport` probe starts and stops a
second throwaway cluster at import time in 19 of those suites, which is
why their per-file import overhead is 3.5s to 4.1s against 0.9s to 1.0s
for suites without Postgres.
> - A cluster data directory that was shut down cleanly can be copied
and started again as an independent cluster, and the migrated schema is
the same for every suite.
> - This pull request builds one migrated cluster per host, publishes
its data directory as a template under the OS temp directory, and starts
every later suite from a copy of it. The probe reuses the template
instead of starting a cluster.
> - The benefit is about 7s to 8s per Postgres suite on the CI runners
(measured 3.2s to 0.35s per start and 0.75s to 0.03s per probe locally),
about 120s to 170s per server shard, and a faster local test loop for
every suite that uses the fixture.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `server (n/12)` PR checks are the slowest check in every fully green
PR run since 2026-10-11 05:27Z. Their Vitest step runs suites one at a
time, and about a third of each shard's time is embedded Postgres setup
that produces the same migrated cluster every time.

**Subsystem affected**

Test infrastructure: the embedded Postgres test fixture in
`@paperclipai/db` (`packages/db/src/test-embedded-postgres.ts`), used by
349 server suites, the db package suites, and the CLI suites.

**Current behavior**

`startEmbeddedPostgresTestDatabase` runs `initdb`, starts the cluster,
creates the database, and applies all 331 migrations for every suite.
`getEmbeddedPostgresTestSupport` starts and stops a second throwaway
cluster once per test file, because the module-level cache does not
survive Vitest's per-file isolation. Measured locally: 3.2s per suite
start plus 0.4s cleanup, and 0.75s per probe. On the CI runners the
smallest Postgres suite takes 6s and the probe adds 2.5s to 3s of import
time per file.

**Proposed behavior**

The first caller on a host builds one migrated cluster, stops it, and
renames its data directory to
`$TMPDIR/paperclip-embedded-postgres-templates-<uid>/<key>`. Every later
caller copies the template (about 90 MB) and starts Postgres on the
copy, then still runs `ensurePostgresDatabase` and
`applyPendingMigrations`, which are no-ops on a current template. The
probe treats a published template as proof that the host can run the
cluster. The key hashes the embedded-postgres version, the initdb flags,
the user, and the name and content of every migration file plus the
journal, so a changed migration builds a new template.
`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` bypasses the cache. Any template
failure falls back to the fresh path.

A template is a Postgres data directory, and starting it executes its
configuration, so the cache is private to the current OS user: the root
name carries the uid, the root is created with mode 0700, and both the
root and each template are used only when `lstat` shows a real directory
(not a symlink) owned by the current user with no group or world write
bit. A root that fails those checks (for example one pre-created by
another user in a shared `/tmp`) is left alone and the process uses
fresh clusters.

**Reason and benefit**

The slowest check decides the wall-clock time of every PR run. Measured
locally, a template start takes 0.3s to 0.4s instead of 3.2s, cleanup
0.15s instead of 0.43s, and the probe 0.03s instead of 0.75s. Four
server suites that passed in both modes dropped by 3.4s to 6.0s each;
the db `backup-lib` suite dropped from 42.7s to 20.9s. The CI runners
are about twice as slow, so the expected saving per server shard is 120s
to 170s.

**Breaking changes**

None. The returned database is fully migrated in both paths, each suite
still gets its own cluster and data directory, and a failure on the
template path falls back to the existing fresh path.

## What Changed

- `packages/db/src/test-embedded-postgres.ts`: adds the template cache.
`computeEmbeddedPostgresTemplateKey` hashes the inputs that determine a
migrated cluster. `buildEmbeddedPostgresTemplate` starts a fresh cluster
through the existing bounded retry, creates the database, applies
migrations, waits for the real `stop()` (30s bound), and publishes the
data directory with an atomic rename; a concurrent builder that loses
the rename discards its copy.
`startEmbeddedPostgresFromTemplateWithRetry` copies the template into a
fresh temp directory, sets mode 0700, and starts the cluster with the
same per-attempt port and directory rotation as the fresh path.
`startEmbeddedPostgresTestDatabase` tries the template first and falls
back to the fresh path with one warning per process.
`probeEmbeddedPostgresSupport` returns supported when a template exists
or can be built, and keeps its throwaway-cluster path for the case where
the template could not be published. Templates for other keys are pruned
after seven days. The connection strings and initdb flags move into
shared constants; no other behavior changes.
- `packages/db/src/test-embedded-postgres.test.ts`: two unit tests for
the key (stable for identical inputs; changes with migration content, a
new file, flags, version, or user; hashes this package's real migrations
directory) and two real-cluster tests (the published template is
complete and private, a suite starts from it in `template` mode with
migrations up to date, a table written to one copy is not visible in the
next copy, and `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` runs the `fresh`
path). The real-cluster tests skip on hosts without embedded Postgres,
like every other fixture suite.
- `doc/DEVELOPING.md`: a short section under Test Commands describing
the template, its key, and the bypass variable.

**Review fixes (second commit), one per finding:**

- Private cache root (Greptile P1, Superagent P2). The root is
`$TMPDIR/paperclip-embedded-postgres-templates-<uid>` (user name on
Windows), created with mode 0700. `prepareTemplateRootDir` and
`isUsableTemplate` both reject, via `lstat`, anything that is a symlink,
not a directory, owned by another uid, or writable by group or others; a
rejected root logs one warning and the process uses fresh clusters. A
root created by the first commit with a wider mode is narrowed to 0700
if this user owns it.
- Template failures never skip suites (Greptile P1).
`getEmbeddedPostgresTemplateDir` no longer rejects. A build or root
failure resolves `null` with one warning, and
`probeEmbeddedPostgresSupport` then runs the throwaway-cluster probe, so
only a cluster that cannot start reports `supported: false`. A migration
that cannot apply fails the suite on the fresh path instead of being
hidden by `describe.skip`.
- Idle-based pruning (Greptile P2). Each reuse refreshes the template's
timestamp with `utimes`, so the seven-day prune measures idle time. A
template that disappears after a process resolved its path is not
retried five times: `startEmbeddedPostgresFromTemplateWithRetry` checks
the template before each copy and throws at once, the suite falls back
to a fresh cluster, and the fallback forgets the path so the next caller
in that process rebuilds the template.
- The template-path test enables the cache for itself and restores the
original `PAPERCLIP_TEST_POSTGRES_TEMPLATE` value afterwards (Greptile
P1), so the suite passes under `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` as
well.
- Eight new tests: `isUsableTemplate` accepts a private cluster
directory and rejects a missing `PG_VERSION`, a leftover
`postmaster.pid`, a symlink, and (POSIX) group- or world-writable modes;
a world-writable pre-created root and a symlinked root both fall back to
fresh clusters, publish nothing, log one warning, and still report
`supported: true` from the probe; a ten-day-old template is refreshed on
reuse; a pruned template is rebuilt on the next start; and a template
build that fails after the cluster started falls through to the fresh
probe. The tests that need an empty cache point `os.tmpdir()` at a
scratch directory (`TMPDIR`, `TEMP` and `TMP` together, so the redirect
holds on Windows as well) and restore it.

**Review fixes (third commit, e8f8e9c8), one per finding:**

- Fallback test on Windows (Greptile P1). `useScratchTmpdir` set only
`TMPDIR`, which Windows `os.tmpdir()` ignores, so the one scratch-root
test that runs on every platform would assert on paths outside the
scratch root there. The helper now sets and restores `TMPDIR`, `TEMP`
and `TMP` together, and that test asserts `os.tmpdir() === scratch`
before it checks any path under it.
- Timestamp test runs on its own (Greptile P2). The test assumed an
earlier test had published a template; under
`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` the probe does not, so a
name-filtered run threw `ENOENT` from `utimes`. It now starts and cleans
up one suite first, which builds the template when nothing has, and
asserts `isUsableTemplate` before ageing it.

## Verification

- `pnpm --filter @paperclipai/db exec tsc --noEmit`: clean (both
commits).
- `pnpm --filter @paperclipai/db exec vitest run
src/test-embedded-postgres.test.ts`: 15 pass (12 new across both
commits) with the template root absent (first run builds it), with it
present, and with `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0`.
- After the review fixes: `client.test.ts` and `backup-lib.test.ts` (29
tests) pass on the template path, and
`agent-action-audit-routes.test.ts` and `status-cards.test.ts` (36
tests) pass through the server route harness. The second commit's CI run
([38121021162](https://github.com/paperclipai/paperclip/actions/runs/38121021162))
passed every check: `server (n/12)` jobs 277s to 425s, Vitest `Duration`
219s to 365s, no fallback warning in any shard.
- Third commit: reproduced the Greptile P2 on the old file first
(`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0 vitest run
src/test-embedded-postgres.test.ts -t "refreshes the template"` on an
empty cache root fails with `ENOENT … utime`), then with the fix the
same command passes, and the full file passes 15/15 on a cold cache, a
warm cache, and with the bypass set. `tsc --noEmit` clean.

**Measured on this PR's first CI run
([38117892083](https://github.com/paperclipai/paperclip/actions/runs/38117892083)),
which ran the branch's fixture in every server shard:**

| | Before (runs 38114982393, 38115279131, 38115459196) | This PR's run
|
| --- | --- | --- |
| Vitest `Duration` per `server (n/12)` shard | 454s to 490s | 224s to
337s |
| `server (n/12)` job | 518s to 548s | 286s to 401s |
| Slowest check in the run | a server shard | `Build`, 453s |

No shard logged a fixture fallback warning, so every Postgres suite in
the run started from the template.
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts
src/nested-skill-folders-migration.test.ts
src/chat-github-migration.test.ts
src/question-response-delivery-migration.test.ts src/client.test.ts`: 5
files, 24 tests pass on the template path. These suites drop indexes,
re-run migration files, and create extra databases on the cluster, so
they cover the semantics the template must preserve.
- Four server suites run with `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` and
then with the template, all passing in both modes:

| Suite | Fresh path | Template path |
| --- | --- | --- |
| `server/src/__tests__/agent-action-audit-routes.test.ts` (11 tests) |
17.9s | 14.6s |
| `server/src/__tests__/status-cards.test.ts` (25 tests) | 22.2s | 18.6s
|
| `server/src/__tests__/plugin-managed-routines.test.ts` (3 tests) |
18.2s | 14.3s |
| `server/src/__tests__/issue-thread-interactions-service.test.ts` (106
tests) | 19.0s | 12.9s |
| `packages/db/src/backup-lib.test.ts` (9 tests) | 42.7s | 20.9s |

- Per-operation timings on the same host: fresh `initdb` + start +
create database + 331 migrations 3.2s, cleanup 0.43s; template copy
0.20s to 0.23s, start from copy 0.03s to 0.04s, `ensurePostgresDatabase`
0.013s, `applyPendingMigrations` fast path 0.03s to 0.04s, stop 0.03s.
Probe with the template on disk 0.03s (was 0.75s). Template size 87 MB,
3215 files.
- This PR's own server shards run the branch's fixture, so their Vitest
`Duration` lines show the saving directly. Expected on this PR's run:
`server (n/12)` about 330s to 430s (was 440s to 548s on runs
38114982393, 38115279131 and 38115459196), and the slowest check moves
to `Build` (482s to 504s).

**Measured on the three fully green `master` PR runs created after
#15853 merged** (slowest server shard logs):

| Run | Server shards | Vitest `Duration` (slowest shard) | Postgres
suites in it | Their reported duration | Their import overhead |
| --- | --- | --- | --- | --- | --- |
| 38115459196 | 476s to 548s | 483.8s (tests 72%, import 24%) | 22 of 71
| 197s | 83s |
| 38114982393 | 409s to 518s | 452.8s (tests 65%, import 30%) | 24 of 74
| 264s | 98s |

## Risks

- Low risk to correctness. The template is a cleanly stopped cluster
produced by the same `initdb` flags and the same migration runner as the
fresh path, and each suite still runs `ensurePostgresDatabase` and
`applyPendingMigrations` on its copy. Each suite gets its own copy, its
own port, and its own data directory, so isolation between suites is
unchanged.
- A stale template is prevented by the key. If a migration file, the
journal, the embedded-postgres version, the initdb flags, or the user
changes, the key changes and a new template is built. Even if a stale
template were used, `applyPendingMigrations` on the copy would bring it
up to date.
- Concurrent first use (for example the file-parallel db project) can
build the same template twice. The rename is atomic, so one copy wins
and the other is discarded; a template that exists is always complete.
The loser pays one extra fresh start, which is what every suite paid
before.
- The template root lives under the OS temp directory and holds about 90
MB per key. Keys that have not been used for seven days are pruned when
a new template is built; each reuse refreshes the timestamp.
- A template is executable configuration, so the cache is only used when
the root and the template are private directories of the current user
(ownership, no symlink, no group or world write bit). On a host where
another user pre-created the path, the process logs one warning and uses
fresh clusters. Windows has no uid, so there the check is
directory-only; its temp directory is already per user.
- Any failure on the template path (root checks, build, copy, start,
publish) falls back to the fresh path and logs one warning per process,
so a broken cache can make a suite slower but never fail it or skip it.
The guard tests assert the mode, so a silent fallback on CI would fail
`test-embedded-postgres.test.ts` rather than hide.
- Hosts that cannot run embedded Postgres still get `supported: false`
with the real Postgres output, now from the throwaway probe: a failed
template build is one warning, then the probe decides. On such a host
the probe costs one extra failed start attempt cycle per file compared
with the first commit; every suite on that host skips anyway.

## Model Used

- Claude (Anthropic), model ID `claude-fable-5-1`, running as a
Paperclip agent through the Claude local adapter with tool use (shell,
file edits, GitHub CLI). The agent collected the CI data, made the
change, ran the tests, and wrote this description.

## 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 (53 checks green on both run
38117892083 and run 38121021162; the third commit re-runs them)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(1/5 on the first commit, 4/5 on the second; every finding so far is
fixed and answered, and Superagent confirmed its fix; re-review of the
third commit pending)
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Bender (Fable) <bender-fable@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-11 11:19:13 -07:00
DottaandPaperclip 30e338fba6 refactor(heartbeat): extract environment selection (#15825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat execution selects an environment before it prepares a
workspace and starts an agent.
> - Workspace preparation now has its own module, but its selection
policy still occupies the executor.
> - Environment defaults, recovery bindings, chat isolation, and
workspace contention must retain their order.
> - This pull request moves that selection phase behind one typed
function.
> - The executor keeps dispatch gates and lease cleanup. Tests cover the
public path and the new boundary.

## Linked Issues or Issue Description

Refs #15807. This continues the heartbeat extraction series after
workspace preparation.

**Current behavior**

The 5,599-line heartbeat service contains a 301-line environment
selection phase inside run execution.

**Proposed behavior**

Move that phase to `heartbeat/environment-selection.ts`. Keep the same
policy, statement order, errors, and public exports.

**Reason and benefit**

Readers can find selection policy in one module and follow the
executor's phases without reading each policy branch.

## What Changed

- Add `selectHeartbeatEnvironment` with typed run, task, policy,
configuration, and service inputs. Return the values needed by
configuration and workspace preparation.
- Preserve native recovery bindings, environment precedence, managed
sandbox enforcement, Kubernetes provisioning, native chat isolation, and
shared workspace contention.
- Reduce `heartbeat.ts` from 5,599 lines / 234,599 bytes to 5,314 lines
/ 220,784 bytes. The new module is 402 lines / 18,215 bytes.
- Add six public-path characterization cases before moving production
code and six boundary cases. Repair plugin-test teardown to drain active
execution and call the database cleanup helper.
- Assert the selected local environment in the browser fixture's real
worker and document the new boundary.

## Verification

- Before the move: 71 tests passed, including all six new public-path
cases. Three plugin tests skipped when the host could not start their
database probe.
- After the move: all 112 focused tests passed across eight files, with
no skips. These cover environment policy, local and plugin execution,
contention, recovery bindings, workspace preparation, chat isolation,
and low-trust directories.
- Passed `pnpm -r typecheck` and `pnpm build`.
- A normalized TypeScript AST comparison confirms the 301 moved lines
and remaining executor statements are unchanged, apart from the new call
and imports.
- Browser acceptance: the task UI recovered automatically and the worker
verified its selected local environment, preserved uncommitted files,
and completed the task. The persistent-failure case passed in isolation:
three total runs, then a blocked task that remained blocked after
reload.
- The first persistent-failure browser attempt missed the retry banner
within five seconds, despite a persisted scheduled retry. Its unchanged
isolated rerun passed. The trace is retained; the intermittent UI
failure is not yet attributed to a root cause. No assertion or timeout
was relaxed.
- Greptile reviewed `20953dd164decb565bc8d85081aad31a23fd33e5`: 5/5, no
actionable findings.
- Hosted CI passed on `20953dd164decb565bc8d85081aad31a23fd33e5`: 52
successful checks and two intentionally skipped Storybook checks, with
no pending or failing checks. This includes all general and serialized
test groups, Runner verification, eight browser shards, typecheck, and
build.
- The duplicate local `pnpm test:run` was interrupted after hosted CI
completed. It is not reported as a local full-suite pass. Local
completed checks are the 112 focused tests, typecheck, build, and
browser cases described above.

## Risks

- This selection phase enforces execution restrictions. A wrong input or
import could select the wrong environment or change retry behavior.
Public-path tests cover refusal, redirect, contention, and dispatch;
boundary tests cover recovery and isolation.
- The helper can provision a managed environment row and add concurrency
notes to the supplied task context. It acquires no execution lease. The
executor retains its catch/finally boundaries and resource ownership.
- Kubernetes selection is tested with real database state and bootstrap
settings. These checks do not claim execution against a live Kubernetes
cluster or hosted sandbox provider.
- No schema, migration, API contract, or intended behavior change.

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code editing, compiler
checks, database integration tests, and browser automation. 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>
2026-10-11 06:04:31 -05:00
DottaandPaperclip 07fee85eaf refactor(heartbeat): extract workspace preparation (#15807)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service prepares the workspace and dispatches each
agent run.
> - After the runtime extraction, `heartbeat.ts` still had 6,417 lines.
> - Workspace setup occupied one contiguous 857-line block inside
`executeRun`.
> - This pull request moves that block into one workspace preparation
module.
> - The executor keeps dispatch gates and terminal cleanup. Reviewers
can inspect workspace setup as one phase.

## Linked Issues or Issue Description

Refs #15803 and #15578. This continues the heartbeat refactor series.
The search found no open duplicate workspace preparation extraction.

**What existing behavior does this improve?**

It makes heartbeat workspace preparation easier to maintain. It does not
change the workspace policy or execution behavior.

**Current behavior**

`executeRun` contains workspace resolution, freshness decisions,
provisioning, persistence, issue binding, environment acquisition, and
realization inline.

**Proposed behavior**

`prepareHeartbeatWorkspace` owns that sequence in
`server/src/services/heartbeat/workspace-preparation.ts`. `heartbeat.ts`
calls it at the same point and uses its returned workspace, lease,
target, and metadata.

**Reason and benefit**

The main file falls from 6,417 to 5,597 lines. The workspace phase has a
typed boundary and direct regression tests.

**Breaking changes**

None. There are no schema, API, feature-flag, or execution-policy
changes.

## What Changed

- Extract the 857-line workspace preparation block without changing its
operations or their order.
- Preserve native recovery bindings, workspace persistence failure
cleanup, issue rebinding after realization, and the cloned restore
lease.
- Keep environment selection, dispatch admission, terminalization, and
final lease release in `heartbeat.ts`.
- Add 12 boundary tests with disposable PostgreSQL, real Git
repositories, and real local environment leases.
- Make the existing Stop and plan-only recovery tests await executor
completion instead of short polling deadlines. Assert exactly one
continuation for the specific plan-only source run.
- Keep server-only Node preload hooks out of the deterministic process
adapter used by Stop browser acceptance.
- Refresh workspace recovery browser acceptance for the current task
composer, and give its disposable test-drive an explicit 10-second
snapshot deadline. Production snapshot settings stay unchanged.
- Document the workspace preparation boundary in `doc/DEVELOPING.md`.

## Verification

- AST comparison: all 857 moved lines match the original block. The
remaining module body differs only at the extraction call.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- Focused regression coverage: 651 distinct cases across eight suites
passed across targeted runs, including all 12 new boundary tests. The
complete 400-test recovery suite passed together on the final commit.
- Workspace bootstrap browser acceptance: both journeys passed (4.2
minutes), including preserved source edits, ignored-file exclusion,
bounded retries, and persistence across reload.
- Stop/queue browser acceptance: both process and native runner journeys
passed (2.2 minutes), covering queueing, Stop, subtree pause/cancel,
resume, and unrelated-task isolation.
- [Full repository
CI](https://github.com/paperclipai/paperclip/actions/runs/38062408589):
all 47 jobs passed, including the general and serialized test suites,
eight browser shards, build, typecheck, native runner checks, and canary
dry run.
- The local `pnpm test:run` was interrupted to prioritize the recovery
regression; the complete repository suite was verified in CI.
- Greptile: 5/5 on `c28e698b885cf5fd12f36f7b4052e7a2e6f879d7`, with no
open review threads.

## Risks

- This code writes durable workspace bindings and acquires environment
leases. A changed operation order could break recovery or cleanup after
partial setup. The extraction preserves the original statements and
exception boundaries.
- The new tests cover creation, reuse, immutable recovery bindings,
persistence failure, acquisition and realization failure, controller
ownership loss, isolation, execution policy, and lease snapshot
independence.
- Browser acceptance uses real application services with deterministic
local workers and a fake Codex protocol provider. It does not qualify
live cloud providers.

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell execution, and test
tools. The exact serving 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
- [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>
2026-10-10 10:30:17 -05:00
DottaandPaperclip 1fb3f9746e refactor(heartbeat): extract prepared runtime execution (#15803)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat prepares, dispatches, and completes each agent run.
> - After the runtime-selection extraction, the main service still had
7,295 lines.
> - Provider dispatch and workspace finalization formed one large block
with shared cleanup rules.
> - This pull request moves that block into a typed runtime-execution
module.
> - The service now has 6,417 lines. Readers can follow admission and
outer cleanup without reading the provider execution details.

## Linked Issues or Issue Description

Follow-up to #15746. I searched open heartbeat PRs and issues. I found
no competing runtime-execution extraction.

**What existing behavior does this improve?**

The organization and test coverage of native and legacy heartbeat
execution.

**Current behavior**

The heartbeat service contains a 912-line block for provider dispatch,
usage capture, workspace finalization, and instruction cleanup.

**Proposed behavior**

Move that block to `server/src/services/heartbeat/runtime-execution.ts`.
Keep the atomic dispatch gate, admission, terminal run status, and outer
lease cleanup in the service. Preserve run behavior.

**Reason and benefit**

This gives runtime execution a named boundary and direct tests. It
removes 878 lines from the main service in one bounded change.

**Breaking changes**

None intended. There are no schema, API, or policy changes.

## What Changed

- Add `executeHeartbeatRuntime` for prepared native and legacy
execution, usage capture, workspace finalization, and
gateway/instruction cleanup.
- Return an explicit dispatch result. Update outer ownership state
through immediate callbacks, including before exceptions. Read
instruction state through live getters.
- Move the two internal recovery error classes with their existing
behavior. The caller imports the same classes for `instanceof` checks.
- Add 15 database-backed execution tests. Keep the existing heartbeat
regression suites.
- Repair the native Stop acceptance fixture: installed Codex now takes
precedence over `PATH`. A test-only loader pins the fake provider. An
isolated home and dummy key keep readiness offline. Add four loader
tests.
- Document the module boundary and fixture setup.

## Verification

- Passed: eight focused heartbeat suites (483 distinct tests, including
15 new execution tests). The boundary suite passed again after adding
the failed-restore retention case from review.
- Passed: `node --test
tests/e2e/fixtures/composer-stop-codex-loader.test.mjs` (four tests).
- Passed: `pnpm -r typecheck` and `pnpm build`.
- Passed: AST comparison of all 912 moved lines after the explicit
boundary substitutions. SQL template text, recovery class bodies, public
exports, and the rest of the executor match the baseline.
- Passed: browser Stop journeys for legacy process and native Paperclip
Runner (two tests). The native fixture log proves provider `turn/start`
before Stop and `turn/interrupt` after Stop.
- Passed: all three ACP continuation browser journeys (same-session
queued input, no replay of an interrupted write, and a new direction
after composer Stop). Five relevant browser journeys passed in total.
- Passed: the full CI test groups, including all server, chat,
workspace, serialized-server, runner, and browser shards.
- Local full-suite limitation: `pnpm test:run` first hit the macOS
shared-memory segment limit while starting embedded PostgreSQL. After
releasing only this task’s unused acceptance-server segments, the retry
progressed without reported failures. I stopped that duplicate run after
the full CI test groups passed.

- Passed: all 56 PR checks/statuses on
`8694c116e8d43ed8ac11bc4c58623ea3af34a675`. Greptile is 5/5 with no
unresolved review threads.

## Risks

- Cleanup depends on state written before an error. The module reports
dispatch, retention, and recovery ownership immediately. Tests cover
early returns and exceptional cleanup.
- Instruction callbacks can replace saved metadata during execution.
Live getters preserve those changes.
- Native acceptance uses a real server, database, browser, and Rust
runner with a deterministic provider. It does not verify a live provider
service.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository/tool access.
The exact serving model ID and context-window limit were not exposed in
this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 09:10:53 -05:00
DottaandPaperclip 2a2071340d refactor(server): extract heartbeat runtime selection (#15746)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat execution prepares a runtime, dispatches work, and records
the result.
> - Earlier refactors separated workspace services, scheduling, and
completion.
> - The executor still builds native inputs and records runtime
selection inline.
> - This preparation must preserve admitted inputs and serialize with
Stop.
> - This pull request moves that phase into a typed runtime-selection
module.
> - Reviewers can inspect runtime preparation separately from dispatch
and cleanup.

## Linked Issues or Issue Description

Refs: #15732.

**What existing behavior does this improve?**

Maintainability of heartbeat runtime preparation and selection.

**Subsystem affected**

server/ — orchestration services.

**Current behavior**

The main heartbeat service has 8,128 lines. `executeRun` builds or
restores native inputs, selects sessions and sandbox lifecycle, and
records native or legacy selection inline.

**Proposed behavior**

Move this phase into
`server/src/services/heartbeat/runtime-selection.ts`. The executor calls
`selectHeartbeatRuntime` at the existing boundary and receives an
explicit selection result. The main file becomes 7,275 lines, a
reduction of 853 lines.

**Reason and benefit**

This gives runtime selection its own typed boundary and direct tests. It
preserves existing decisions, database transactions, and cleanup
ordering.

**Breaking changes**

None intended. All public heartbeat exports remain available.

## What Changed

- Move native input assembly, completion contract selection, checkpoint
lookup, runtime persistence, and native workspace-sync preparation into
`selectHeartbeatRuntime`.
- Preserve the row lock and controller lease check that serialize native
selection with cancellation.
- Report lifecycle and ownership changes to the executor immediately,
including when a later preparation step throws.
- Move sandbox lifecycle and model fallback helpers with compatible
public re-exports.
- Add 12 database-backed boundary tests. Update the existing
session-recovery source test and developer guide.

## Verification

- Structural AST comparison against current `master` confirms the
784-line selection block, moved helpers, and remaining service bodies
are unchanged after normalizing boundary callbacks. All 140 public
exports are preserved.
- On final head `2eddaa485f`, all 12 new database-backed tests and 83
existing lifecycle, selection, fallback-warning, and session regression
tests pass (95 total).
- Five executor integration cases passed before the rebase. Their
final-head rerun could not start because the local checkout was removed
during verification; no assertions ran in that last attempt.
- `pnpm -r typecheck` and `pnpm build` both pass on final head.
- Local verification limitations: the full `pnpm test:run` was
attempted, then stopped after database/process startup timeouts in
concurrent local runs. Two unchanged optional real-runner session cases
timed out on the initial run and one isolated retry; they were excluded
from the 95-test focused run. CI also skips those two binary-dependent
cases.
- All CI gates pass on final head `2eddaa485f`: typecheck, build,
general and serialized tests, runner checks, E2E, and canary dry run.
- Greptile reviewed final head at 5/5 with no actionable findings.

## Risks

This boundary controls native admission and cleanup ownership. Losing an
update after a later exception could change resource cleanup. Immediate
callbacks preserve those updates. Tests cover Stop races, lost
controller leases, immutable admitted inputs, competing runtime
selection, and workspace-sync failures. The change adds no schema or API
behavior.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, and command
execution. The session does not expose the exact model variant 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 (95 focused tests on final
head; broader local limitations documented 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>
2026-10-10 07:31:15 -05:00
Dotta 8f13ec4d51 fix(slack): link created tasks in default reply guidance (#15579)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - Slack agents use shared guidance to write their replies.
> - A reply can show a task ID without a link.
> - The person must then search for the task.
> - This change tells the agent to link each task it creates.
> - People can open the task directly from the reply.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Default communication guidance for Slack agents.

**Current behavior**

The guidance does not require a link when an agent creates a task.

**Proposed behavior**

Require a clickable link to each created task. Use its identifier or
title as the link text. Use a public URL supplied by Paperclip. Report
when no public URL is available.

**Reason and benefit**

People can open the task without a separate search.

Related work: https://github.com/paperclipai/paperclip/pull/13760
introduced the guidance.
https://github.com/paperclipai/paperclip/pull/15576 adds account
connection instructions and does not cover task links.

## What Changed

- Add task link instructions to the shared Slack communication guidance.
- Document the default and the existing conversation snapshot behavior.
- Add regression coverage for the guidance in channels and DMs.

## Verification

- Passed: `pnpm exec vitest run
server/src/services/chat-communication-guidance.test.ts` (10 tests).
- Passed: `git diff --check`.
- Local full typecheck and build could not finish: the container killed
compiler processes (exit 137; cgroup reports OOM kills). The full test
run was stopped after this resource limit. CI results are pending.
- Added checks for task links, public URL sources, and missing URLs in
Slack channels and DMs.

## Risks

- Low risk. This changes prompt text only.
- Existing conversations keep their original guidance snapshot. New
conversations receive the new default after deployment.
- This is agent guidance. It does not force a link into provider output.

## Model Used

OpenAI Codex, GPT-6. The runtime did not expose an exact model revision
or context window size. Used reasoning, code inspection, file editing,
and command execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-09 20:23:18 -05:00
DottaandPaperclip 26d71d8def Fix human author identity and viewer-relative alignment in task chat (#15494)
Preserve human author identity in task chat and align only the current viewer on the right. Show other humans and agents on the left with their own identity. Include mixed-author Storybook journeys and regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 17:04:20 -05:00
DottaandPaperclip c27ee928b0 refactor(server): extract heartbeat run completion (#15732)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat execution connects provider runs to task state,
accounting, and recovery.
> - Earlier refactors moved scheduling and lifecycle services into the
heartbeat folder.
> - The remaining executor still contains result persistence and two
large failure handlers.
> - These handlers must preserve the outcome chosen by Stop or native
recovery.
> - This pull request moves them into a typed run-completion module at
the same call and catch boundaries.
> - Reviewers can now inspect completion separately from provider
dispatch and resource cleanup.

## Linked Issues or Issue Description

Refs: #15717. Related behavior work: #13857 (agent status convergence).

**What existing behavior does this improve?**

Maintainability of heartbeat execution and terminal result handling.

**Subsystem affected**

server/ — orchestration services.

**Current behavior**

The main heartbeat service has 9,335 lines. Result persistence,
accounting, presentation, session updates, and execution/setup failure
handling are embedded in `executeRun`.

**Proposed behavior**

Move those steps into `server/src/services/heartbeat/run-completion.ts`.
Keep the existing decisions and ordering. The main service becomes 8,125
lines, a reduction of 1,210 lines.

**Reason and benefit**

This creates a substantial boundary for the next execution refactor. It
also gives terminal handling direct tests without starting a provider.

**Breaking changes**

None intended. Public heartbeat exports and method signatures remain
compatible.

## What Changed

- Add `createHeartbeatRunCompletion` with `completeRun`, `failRun`, and
`failRunSetup` handlers.
- Move terminal-result persistence, accounting, response presentation,
retry decisions, and session updates with their failure helpers.
- Keep Stop barriers and native ownership/recovery exceptions in the
executor. Keep the outer cleanup in its original location.
- Pass live output getters and an immediate trace-finalization callback
so cleanup sees state even if a later completion step throws.
- Add 19 boundary tests, update the existing publication-order source
guard to read the extracted module, and document the module in the
developer guide.

## Verification

- Passed `pnpm -r typecheck` and `pnpm build`.
- Structural AST comparison confirms all 74 top-level statements in the
three extracted blocks, the moved helper bodies, and all remaining
service statements are unchanged after normalizing the explicit boundary
parameters. All 140 public exports are preserved.
- Passed 304 existing tests across seven adjacent lifecycle, accounting,
session, Stop, and presentation suites. After rebase, all 19 new
boundary tests and all 12 publication tests pass together. Total focused
coverage: 335 passing tests.
- Full local `pnpm test:run` was stopped after more than 28 minutes
without completing. Additional route-suite diagnosis hit local database
startup timeouts. The complete CI run passed on the final head,
including all test shards, build, typecheck, browser tests, and canary
install checks.
- Rebased onto the workspace-repair fix in #15726. Preserve its
`defaultBranch` metadata in the moved helper and add a regression test.
All 31 completion and publication tests and the server typecheck pass on
the rebased head.
- Greptile reviewed current head
`65e3f8d8ac165dfec4508c467b1b2af8f2510f1a`: 5/5 with no actionable
findings.
- Final-head [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37991844034)
passed. All 53 completed check runs succeeded; two optional Storybook
checks were skipped. The legacy security status also passed. No
unresolved review comments or merge conflicts remain.

## Risks

Terminal handling is sensitive to Stop races, late native results, and
failures during persistence. The tests exercise these paths with real
database status writes, accounting, and task sessions. Native recovery
exceptions and resource release stay at their existing boundaries. There
are no schema or API changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, and command
execution. The session does not expose the exact model variant 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>
2026-10-09 16:29:54 -05:00
DottaandPaperclip 65965f0d3a refactor(heartbeat): extract scheduling and monitor recovery (#15717)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service schedules and runs agent work.
> - Previous refactors moved queue admission, recovery, and run control
into separate modules.
> - Timer ticks, issue monitors, and session-goal recovery still occupy
more than 1,100 lines in the main service.
> - This pull request moves that scheduling code into one module with
explicit dependencies.
> - This makes scheduling easier to review and test before we split the
execution pipeline.

## Linked Issues or Issue Description

Refs #15685, the merged run-control extraction. A search found no
duplicate open scheduling extraction.

**What existing behavior does this improve?**

Maintenance and testing of heartbeat scheduling.

**Current behavior**

The main heartbeat service contains 10,473 lines. Scheduling shares a
file with the execution pipeline.

**Proposed behavior**

Move scheduling into `server/src/services/heartbeat/scheduling.ts`. Keep
the same public methods, admission rules, database claims, and execution
behavior. The main file falls to 9,330 lines.

**Reason and benefit**

Give timer ticks, issue-monitor recovery, and session-goal recovery one
clear module boundary.

**Breaking changes**

None intended. Existing heartbeat exports and method signatures remain
available.

## What Changed

- Add `createHeartbeatScheduling` with 11 explicit dependencies.
Construction does not query the database or start timers.
- Move timer ticks, issue-monitor dispatch and recovery, and
session-goal recovery into the new module.
- Keep queue admission, heartbeat policy parsing, and atomic timer
claims in `queue.ts`.
- Share the unchanged goal-control parser and issue-link formatter with
their existing callers.
- Add 20 focused tests. Document the module boundary in
`doc/DEVELOPING.md`.

## Verification

- 122 tests pass across 11 files: 20 new scheduler tests, 52 existing
scheduling integration tests, and 50 adjacent queue, goal,
native-selection, and task-drain tests.
- New database tests cover cross-instance monitor claims, replacement
schedules, deferred and failed admission, native ownership, archived
companies, timer claim loss, worktree cutoffs, agent eligibility, goal
recovery keys, pending-action deduplication, and invalid-action
persistence.
- AST comparison confirms 20 unchanged function bodies, unchanged
remaining service statements, unchanged `executeRun`, and all 140 public
exports preserved.
- Workspace typecheck (`pnpm -r typecheck`) and build (`pnpm build`)
pass. Greptile is 5/5 on commit
`89a1a3b3aa428949eba349af5c1618391f97a19c`. All CI checks pass on that
commit. The full test suite runs in CI; local verification was targeted.
- The first CI attempt hit a 15-second timeout in the first test of
unchanged `plugin-scoped-api-routes.test.ts`. All nine tests pass
locally in 6.6 seconds. That shard passed on its one retry without code
changes.
- Run the new tests with `pnpm exec vitest run
server/src/services/heartbeat/scheduling.test.ts --maxWorkers=1`.

## Risks

- Incorrect wiring could bypass suppression, duplicate a monitor wake,
or lose a replacement schedule. Database tests cover these boundaries
and existing integration tests still call the public heartbeat service.
- This PR moves the current behavior without changing scheduling policy,
schema, provider execution, or cancellation ownership.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, and command
execution. The session does not expose the exact model variant 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>
2026-10-09 15:09:11 -05:00
DottaandPaperclip be1bc5d494 fix(runner): select bundled Linux assets for remote OpenCode (#15721)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native Runner can execute OpenCode in a remote sandbox.
> - Installed releases contain a Linux daemon and the identity of their
provider pack.
> - OpenCode did not select those assets by default. Cursor did.
> - The upload fallback also compared the verified Linux daemon with the
controller platform.
> - This pull request uses the packaged remote assets for OpenCode and
corrects that platform check.
> - Users of a matching Paperclip package and Daytona image can start
OpenCode without artifact path overrides.

## Linked Issues or Issue Description

Refs #15702. Refs #15422.

**What happened?**

Remote native OpenCode asked for
`PAPERCLIP_RUNNER_REMOTE_PROVIDER_PACK_PATH` even when the installed
release contained the expected pack identity. The daemon upload fallback
could then reject a verified Linux daemon when the controller ran on
macOS.

**Expected behavior**

OpenCode should select the release's Linux daemon and provider-pack
identity. The controller must still verify the image assets before
launch.

**Steps to reproduce**

1. Run a complete installed Paperclip release on macOS.
2. Assign native OpenCode to a Daytona environment with the matching
Paperclip image.
3. Start a task without remote artifact path overrides.

## What Changed

- Select the bundled Linux daemon and provider-pack identity for remote
OpenCode.
- Skip the controller-platform comparison when the Linux daemon came
from the verified bundled selector.
- Add regression coverage for OpenCode and Cursor. Make the
missing-identity fixture independent of local build outputs.
- Document the matching package and image requirement, plus
source-development setup.

## Verification

- Red: both new regression cases failed before the fix.
- Green: the affected runtime suites passed all 686 tests on the rebased
head.
- `pnpm -r typecheck` and `pnpm build` passed before the rebase.
- Full local tests were attempted, then stopped after failures outside
this change. That run overlapped a rebase. The clean rerun of the AI
connection fixture passed all 111 tests. The affected runtime suites
also passed after rebase. All latest-head CI and security checks passed:
54 successful checks and two expected skips.
- A real OpenCode/OpenRouter DeepSeek task completed in an isolated
Daytona workspace on macOS. Durable bash receipts confirm `df -h` and
`uname -s; uname -m`. The result was posted, the task completed, and
sandbox cleanup succeeded.
- The live test used verified remote development assets from the
official image
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`.
No remote artifact path overrides were set. This was not a new complete
release assembly.
- The low-trust test policy kept output quarantine. The operator
permitted only this disposable test agent's OpenRouter credential
binding.

## Risks

- A second real external-origin retry executed successfully and saved
its answer, but its completion report used unsupported evidence
references. Its task stayed in progress. This PR fixes startup;
completion-evidence guidance requires a separate fix. External voice
playback was not verified.

- A plain Daytona sandbox image lacks the provider pack. It still needs
a verified full-pack override.
- Source-development launchers must provide the remote build assets.
This PR does not publish a new image or create a complete release
assembly.
- Explicit artifact overrides retain precedence. Manifest, executable,
package, bridge, and provider-asset checks remain in place.

## Model Used

OpenAI GPT-6 through Codex. The exact deployment model ID and context
window are not exposed in this session. Capabilities used: reasoning,
code editing, shell commands, and browser testing.

## 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 merging

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 14:30:49 -05:00
DottaandPaperclip 6080daf262 fix(runner): start native OpenCode without postinstall (#15702)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Runner starts a qualified OpenCode runtime for native
tasks.
> - The default launch path uses a file populated by OpenCode's
postinstall script.
> - Package managers can skip that script and leave a text placeholder.
Native task startup then fails with `spawn ENOEXEC` before the model
request.
> - This pull request resolves the declared platform package directly
and includes the pinned runtime in the published server dependency
graph.
> - Users can run native OpenCode tasks after a normal install without
global commands or manual dependency repair.

## Linked Issues or Issue Description

**What happened?**

Native OpenCode tasks fail at session startup when dependency
postinstall is skipped. The Runner selects
`opencode-ai/bin/opencode.exe`, which contains a text placeholder. The
published server also lacks the OpenCode runtime dependency used by its
vendored Runner.

**Expected behavior**

Paperclip starts the qualified platform binary installed by the package
manager. macOS uses a Mac binary. No manual postinstall command is
needed.

**Steps to reproduce**

1. Install dependencies with lifecycle scripts disabled.
2. Configure a native OpenCode agent with an OpenRouter model and valid
credentials.
3. Assign a task. The previous default fails before any model request.

Related work: #15682 fixes HTTP transport registration. #15422 includes
compatible OpenCode resolution in a broader agent setup change. This PR
isolates the runtime repair for current users.

## What Changed

- Resolve pinned OpenCode platform packages through the module
dependency graph in source, standalone, and vendored server layouts.
- Check package identity, version, platform, executable containment, and
execute permission. Preserve verified executable launch profiles.
- Use the resolver for new and resumed native sessions. Reject missing
remote pack executables before controller dependency lookup.
- Declare `opencode-ai@1.18.34` as a published server dependency. Leave
platform selection to the consumer's package manager.
- Check remote paths for the selected provider only. An unused OpenCode
path must not reject a Pi run on macOS.
- Add skipped-postinstall and invalid artifact regressions. Document
automatic runtime selection.

## Verification

- Regression tests fail with the previous default path and pass with
platform resolution.
- Source, standalone, and vendored layout fixtures cover Apple Silicon,
Intel Mac, and Linux x64 baseline packages.
- A fresh npm install with `--ignore-scripts` resolves the macOS
executable and reports `1.18.34`. The placeholder remains unchanged.
- Live browser test on Apple Silicon: a native
OpenCode/OpenRouter/DeepSeek task ran shell arithmetic, created and
uploaded a verified 23-byte file, and completed. A follow-up ran shell
arithmetic and completed using the same session. Both runs committed
successfully while the wrapper remained broken.
- `pnpm -r typecheck` and `pnpm build` passed. All 269 affected Runner
tests and 8 server packaging tests passed. `pnpm test:run` encountered
15 initial database-heavy failures; all 15 passed on an isolated group
rerun. The redundant local run was then stopped after the matching
server and workspace CI suites passed. All final-head checks passed (56
passed, 2 skipped); its unrelated chat-retry browser assertion passed on
one rerun. An additional local repeat could not start its temporary
server within the startup timeout. Greptile reviewed the final head at
5/5 with no open findings.

## Risks

- Native runtime resolution requires the pinned optional platform
package. Installations that omit optional dependencies fail with an
explicit runtime error.
- Supported native targets remain Apple Silicon, Intel Mac, and Linux
x64. This change does not qualify another platform.
- Published server installations now install the OpenCode dependency.
Remote provider packs retain their verified executable paths and
digests.
- No schema changes or agent configuration migration.
- Repository policy assigns `pnpm-lock.yaml` to CI. PR CI refreshes
dependency resolution before frozen installs, and the master workflow
updates the tracked lockfile. This PR leaves the tracked lockfile
unchanged.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The session does not expose the exact GPT-6 variant or
context window.
- Live verification used OpenRouter `deepseek/deepseek-v4-flash-0731`;
it did not author this patch.

## 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>
2026-10-09 11:46:15 -05:00
DottaandPaperclip 0ca4b7c4c0 refactor(heartbeat): extract run cancellation and cleanup (#15685)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service admits, executes, and settles agent runs.
> - Earlier extractions separated workspace, preparation, state, retry,
recovery, queue, and lifecycle handling.
> - Cancellation and resource release still live inside the main
service.
> - These operations share execution ownership and saved-comment
continuation rules.
> - This pull request moves them into one run-control module and adds
boundary tests.
> - Reviewers can inspect cancellation and cleanup separately from
adapter execution.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The structure and testability of heartbeat cancellation and cleanup.

**Subsystem affected**

server/ — orchestration services.

**Current behavior**

Stop, pause and budget cancellation, environment lease release, and
saved-comment delivery live in `heartbeat.ts`.

**Proposed behavior**

Keep these operations in `server/src/services/heartbeat/run-control.ts`.
Bind their database and existing callbacks with
`createHeartbeatRunControl`.

**Reason and benefit**

This removes 1,115 lines from `heartbeat.ts`, leaving 10,443 lines. The
new module has 1,360 lines. Related cancellation and cleanup rules stay
together in one file.

**Breaking changes**

None. Function bodies, service methods, public helpers, status
conditions, and side effects keep their behavior.

**Additional context**

Continues the merged lifecycle extraction in #15672. Related
cancellation work: #15212. Searches of open and closed issues and PRs
found no duplicate run-control extraction. This does not add a roadmap
feature.

## What Changed

- Move run cancellation, pause and budget cancellation, lease release,
issue-lock release, and saved-comment resumption into
`heartbeat/run-control.ts`.
- Supply lifecycle, queue, recovery, and cleanup callbacks through an
explicit dependency interface.
- Keep executor and cancellation maps shared by all service instances.
Preserve callback construction order with forwarding functions.
- Keep the existing helpers available from `heartbeat.ts`.
- Add 15 tests for inert construction, cancellation gates, shared Stop
barriers, failed termination, warm-resource retention, pending wake
batches, project scope, and stale budget enforcement.
- Document the module boundary in `doc/DEVELOPING.md`.

## Verification

- Before extraction: **298 tests passed across six existing cancellation
and cleanup suites**.
- After extraction: **313 tests passed across seven files**, including
the 15 new module tests and real PostgreSQL coverage.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/run-control.test.ts
server/src/__tests__/heartbeat-native-runner-cancellation.test.ts
server/src/__tests__/heartbeat-run-terminalize-before-release.test.ts
server/src/services/run-cancellation.test.ts
server/src/services/adapter-execution-control.test.ts
server/src/services/explicit-native-continuation.test.ts
server/src/__tests__/native-cancellation-request.integration.test.ts
  ```
- Wider queue, recovery, reassignment, comment delivery, and native
cancellation verification: **139 tests passed across nine files**,
including the final module tests. The recovery suite first hit its
20-second database setup timeout while local builds were running. After
removing verified orphaned PostgreSQL headers, its isolated run passed
**380 of 381 cases**. One teardown assertion exceeded its one-second
wait for a successor to settle; that exact case passed in a filtered
rerun. Combined focused coverage is **818 distinct passing tests across
16 files**. The module suite appears in both runs.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/run-control.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-native-cleanup-admission.test.ts
server/src/__tests__/heartbeat-lock-release-on-reassignment.test.ts
server/src/services/heartbeat/queue.test.ts
server/src/services/heartbeat/recovery.test.ts
server/src/services/heartbeat/retries.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
server/src/services/native-runtime/native-cancellation-request.test.ts
  ```
  ```sh
pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "does not
adopt unrelated queued comments for a non-coalescing recipient after
Stop"
  ```
- Full `pnpm -r typecheck` and `pnpm build` passed on head
`b26efd5f9de390ef8a675f84980f49f7fb7799c2`.
- Full local `pnpm test:run` was started on this head and stopped after
the complete CI suite passed. It did not finish and is not counted as a
full local pass.
- All **54 final-head checks passed**; two optional Storybook checks
were skipped. This includes the full general and serialized test matrix,
browser tests, typechecks, build, Runner verification, and canary dry
run. The complete recovery suite passed in CI. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37945389261).
- Greptile completed on head `b26efd5f9de390ef8a675f84980f49f7fb7799c2`
with **5/5 and no actionable findings**. There are no review threads or
merge conflicts.
- Structural comparison confirms all 21 moved function bodies, the
cancellation options type, remaining service logic, and all 140 existing
public exports are preserved.

## Risks

Moving closures can break callback construction order or shared Stop
barriers. The factory starts no work and receives the same process-wide
maps and existing callbacks. Tests cover concurrent Stop callers and
failed termination. Native authority, status predicates, provider
receipts, cleanup gates, and budget enforcement keep their original
bodies. This PR has no schema or API changes.

## Model Used

OpenAI GPT-6 via Codex. The exact serving model ID and context window
were not exposed in this session. Used reasoning, repository inspection,
shell tools, and code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:59:42 -05:00
DottaandPaperclip 49bbfe3092 fix(server): register native runner transport in HTTP startup (#15682)
Register native Runner transport in the shared HTTP server constructor. Add startup regression tests and custom-launcher guidance. Verified with live OpenCode/OpenRouter tasks and complete CI coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 09:53:42 -05:00
DottaandPaperclip 0b80ea17ef refactor(heartbeat): extract run lifecycle handling (#15672)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service admits, executes, and settles agent runs.
> - Earlier extractions separated workspaces, preparation, state,
retries, recovery, and queue admission.
> - Run status, progress, liveness, and completion handling still live
in the main service.
> - These operations share status predicates, event writes, and
completion policies.
> - This pull request moves them into one lifecycle module and adds
boundary tests.
> - Reviewers can inspect lifecycle policy separately from adapter
execution.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The structure and testability of heartbeat run lifecycle handling.

**Subsystem affected**

server/ — orchestration services.

**Current behavior**

Run status writes, progress, events, liveness, completion handoffs,
issue-comment finalization, and runtime settlement live inside
`heartbeat.ts`.

**Proposed behavior**

Keep these operations in
`server/src/services/heartbeat/run-lifecycle.ts`. Bind the database and
reporting, recovery, and wakeup callbacks with
`createHeartbeatLifecycle`.

**Reason and benefit**

This removes 2,682 lines from `heartbeat.ts`, leaving 11,558 lines. The
lifecycle module has 2,982 lines and keeps related policy together in
one file.

**Breaking changes**

None. Existing function bodies, service methods, public exports, status
conditions, and side effects keep their behavior.

**Additional context**

Continues #15626 and the earlier merged heartbeat extractions. A search
of open and closed issues and PRs found no duplicate lifecycle
extraction. This does not add a roadmap feature.

## What Changed

- Move status transitions, run events and progress, liveness
classification, completion handoffs, plan-resume failure reporting,
issue-comment finalization, and runtime/cost settlement into
`heartbeat/run-lifecycle.ts`.
- Supply reporting, recovery, and admission callbacks through an
explicit dependency interface. Preserve construction order with
forwarding callbacks.
- Keep adapter execution, cancellation, and terminal telemetry reporting
in the main service.
- Add 16 tests for inert construction, continuation gates, late
progress, status races, native ownership, usage metadata, revoked wakes,
event sequencing, and redaction.
- Update the existing publication-order source assertion to read the
extracted event writer. Keep its persist-before-publish check.
- Document the lifecycle module boundary in `doc/DEVELOPING.md`.

## Verification

- Before extraction: 87 tests passed across seven existing suites.
- After extraction: 103 tests passed across eight files, including the
16 new module tests and real PostgreSQL coverage.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/run-lifecycle.test.ts
server/src/__tests__/heartbeat-run-status-payload.test.ts
server/src/__tests__/heartbeat-run-event-sequencing.test.ts
server/src/__tests__/heartbeat-run-terminalize-before-release.test.ts
server/src/__tests__/heartbeat-run-lease-release-terminalization.test.ts
server/src/__tests__/heartbeat-cost-accounting.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
server/src/__tests__/run-liveness.test.ts
  ```
- Additional recovery, cancellation, plan-resume, summary, and handoff
coverage: **595 tests passed across 14 files**. The module suite appears
in both runs. With the publication-order suite below, combined focused
coverage is **694 distinct tests across 22 files**, with no skips.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/run-lifecycle.test.ts
server/src/services/heartbeat/recovery.test.ts
server/src/services/heartbeat/retries.test.ts
server/src/services/heartbeat/queue.test.ts
server/src/services/recovery/successful-run-handoff.test.ts
server/src/services/recovery/review-path-recovery.test.ts
server/src/services/heartbeat-run-runtime-status.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-native-runner-cancellation.test.ts
server/src/__tests__/heartbeat-native-cleanup-admission.test.ts
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
server/src/__tests__/heartbeat-runtime-state.test.ts
server/src/__tests__/heartbeat-run-summary.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts
  ```
- The publication-order and lifecycle suites passed together: **28 tests
across two files**. The first CI run exposed an assertion that still
read the old event-writer source path. That assertion now reads the
lifecycle module.
  ```sh
pnpm exec vitest run
server/src/services/chat-publication-reconciliation.test.ts
server/src/services/heartbeat/run-lifecycle.test.ts
  ```
- After resolving the import conflict with the Pi Runner integration and
rebasing onto `57e977be7`: **44 tests passed across four files**,
including the updated source assertion, lifecycle module, run-status
payloads, and accepted-plan workspace refresh.
  ```sh
pnpm exec vitest run
server/src/services/chat-publication-reconciliation.test.ts
server/src/services/heartbeat/run-lifecycle.test.ts
server/src/__tests__/heartbeat-run-status-payload.test.ts
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
  ```
- Full `pnpm -r typecheck` and `pnpm build` passed on final head
`bca87df089c541450932f6b678ca776942d267b2`. Full local `pnpm test:run`
was restarted on this head and stopped after the entire CI suite passed.
It did not finish and is not counted as a full local pass.
- The earlier full local run had one transient public MCP Cloud
bootstrap failure. All **82 public MCP tests passed in isolation**. The
first local run was stopped before the source-assertion fix and rebase.
- All **54 latest-head checks passed**; two optional Storybook checks
were skipped. One general-test shard passed all 1,314 tests but failed
during runner temporary-directory cleanup with `EACCES`. One rerun
passed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37940997283).
- Greptile completed on final head
`bca87df089c541450932f6b678ca776942d267b2` with **5/5 and no actionable
findings**. There are no review threads or merge conflicts.
- Structural comparison confirms 63 module function bodies and ten
declarations match the originals. Remaining service function bodies and
all 140 public exports are preserved.

## Risks

Moving closures can break callback construction order or status
settlement. The factory receives explicit callbacks and starts no work
during construction. Compare-and-set predicates, native ownership holds,
revoked-wake guards, event sequencing, redaction, and completion
policies keep their original bodies. This PR has no schema or API
changes.

## Model Used

OpenAI GPT-6 via Codex. The exact serving model ID and context window
were not exposed in this session. Used reasoning, repository inspection,
shell tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:26:45 -05:00
DottaandPaperclip f6d2a6b79e refactor(heartbeat): extract queue admission and wakeup dispatch (#15626)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service admits and dispatches agent runs.
> - Earlier extractions separated workspaces, preparation, state,
retries, and restart recovery.
> - Queue admission and wakeup dispatch still occupy more than 4,200
lines in the main service.
> - Their transaction, budget, ownership, and concurrency checks must
stay together.
> - This pull request moves those operations into one queue module and
adds boundary tests.
> - Reviewers can inspect queue policy separately from adapter
execution.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The structure and testability of heartbeat queue admission and wakeup
dispatch.

**Subsystem affected**

server/ — orchestration services.

**Current behavior**

Wake coalescing, queued claims, dispatch, daily limits, and native wake
intents live inside `heartbeat.ts`.

**Proposed behavior**

Keep their behavior in `server/src/services/heartbeat/queue.ts`. Bind
lifecycle callbacks and shared ownership with `createHeartbeatQueue`.

**Reason and benefit**

This removes 4,243 lines from `heartbeat.ts`, leaving 14,201 lines. The
queue module has 4,576 lines and keeps related policy together in one
file.

**Breaking changes**

None. The service methods, public exports, database transactions, locks,
and execution gates keep their existing behavior.

**Additional context**

Continues #15622 and the earlier merged heartbeat extractions. A search
of open and closed PRs found no duplicate queue extraction. Related
#15600 adds a new experimental scheduler; this change preserves the
current scheduler policy. This does not add a roadmap feature.

## What Changed

- Move wake coalescing and batching, queue claims, daily caps,
concurrency and priority checks, timer admission, queue resumption, and
native status wake intents into `heartbeat/queue.ts`.
- Pass lifecycle callbacks and the existing process-wide execution and
wakeup sets into the factory. Preserve construction order with three
forwarding callbacks.
- Keep adapter execution, cancellation, and status writes in the
service.
- Add nine tests for inert construction, scheduling suppression, shared
wake tracking, policy wiring, claim release, newer ownership, and budget
gates.
- Document the queue module boundary in `doc/DEVELOPING.md`.

## Verification

- Before extraction: 133 tests passed across nine existing suites.
- After extraction: **150 tests passed across 12 files**, including all
nine new module tests and real PostgreSQL coverage.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/queue.test.ts
server/src/__tests__/heartbeat-queued-run-claim-isolation.test.ts
server/src/__tests__/heartbeat-start-lock.test.ts
server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts
server/src/__tests__/heartbeat-scheduling-suppression.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-running-followup.test.ts
server/src/__tests__/heartbeat-dependency-scheduling.test.ts
server/src/__tests__/heartbeat-auto-checkout.test.ts
server/src/__tests__/heartbeat-archived-company-guard.test.ts
server/src/__tests__/heartbeat-task-drain-admission-release.test.ts
server/src/__tests__/heartbeat-worktree-suppression.test.ts
  ```
- Additional control and recovery coverage: **390 tests passed across
five files**. Combined focused coverage is **540 passing tests across 17
files**, with no skips.
  ```sh
pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-native-cleanup-admission.test.ts
server/src/__tests__/heartbeat-native-status-context.test.ts
server/src/__tests__/heartbeat-task-drain.test.ts
server/src/services/chat-control-admission-retry.test.ts
  ```
- Full `pnpm -r typecheck` and `pnpm build` passed.
- Full local `pnpm test:run` was started and then stopped after the full
CI suite passed. It did not finish and is not counted as a full local
pass.
- All **54 current-head checks passed**; two optional Storybook checks
were skipped. This includes the full general and serialized test matrix,
typechecks, build checks, Runner verification, and canary dry run. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37847175452).
- Greptile completed on head `cc0001961a052a716d81c136929f89312e0b5dee`
with **5/5 and no actionable findings**. There are no review threads or
merge conflicts.
- Structural comparison confirms 31 moved function bodies and eight
declarations match the originals. Remaining service function bodies and
all 140 public exports are preserved.
- An initial local run skipped database tests because the host had
exhausted its PostgreSQL shared-memory slots. After verified stale
segments were cleared, all 150 focused tests ran and passed with no
skips.

## Risks

Moving closures can break shared ownership or callback construction
order. The factory receives the original sets and explicit callbacks. It
starts no work during construction. Transaction boundaries,
compare-and-set predicates, budget gates, cleanup holds, and lock
ordering stay intact. This PR has no schema or API changes.

## Model Used

OpenAI GPT-6 via Codex. The exact serving model ID and context window
were not exposed in this session. Used reasoning, repository inspection,
shell tools, and code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 07:59:19 -05:00
Devin FoleyandPaperclip 9b624a110e fix: checkpoint database backups before idle sleep (#15629)
## Thinking Path

> - Paperclip coordinates agent work and preserves company state.
> - Hosted instances can stop compute when admission and all work
sources are quiet.
> - The periodic database backup timer currently blocks every automatic
sleep.
> - Disabling backups would remove recovery points.
> - This change offers an explicit final-backup checkpoint before sleep.
> - A verified archive and restart marker preserve recovery while
compute is stopped.

## Linked Issues or Issue Description

**What happened?**

An otherwise idle instance with automatic backups enabled always reports
background work. Operators cannot reclaim idle compute without disabling
those backups. The work inventory also queries the database before
checking known local blockers.

**Expected behavior**

An operator can enable checkpoint mode. The server may authorize sleep
only after all other work is quiet and a fresh backup is verified under
the same owned hold. Backups resume on restart with the existing
retention policy.

**Steps to reproduce**

Acquire a bounded idle drain on an instance with no application work and
automatic backups enabled. Read its owned idle safety report. It reports
present even when all other work is clear. With this change and
`PAPERCLIP_DB_BACKUP_IDLE_CHECKPOINT_ENABLED=1`, a successful final
backup can permit sleep; backup failures still refuse it.

**Paperclip version or commit**

Reproduced from master at 4265cb3a2b.

**Deployment mode**

Hosted single-process instances with persistent backup storage and
serialized sleep/wake operations.

Searched open backup and sleep PRs and issues. Related: #15522 and
#15599 establish owned idle holds and plugin drains. #15358 proposes
general backup health/retention validation; this change verifies only
opted-in sleep checkpoints and their restart catch-up.

## What Changed

- Add an off-by-default checkpoint flag. Keep automatic backups enabled.
- Reject known local blockers before database work.
- Finish a new backup during each owned safety check, including final
revalidation.
- Verify the complete gzip archive and sync its file and directory
before pruning older recovery points.
- Use unique checkpoint filenames so repeated checks cannot replace an
earlier verified archive.
- Keep backup work counted through dump, validation and persistence.
Changed owners, expired holds, concurrent work and errors refuse sleep.
- Persist a restart marker before the dump. Attempt a fresh backup on
restart before idle eligibility, then resume the normal timer. Only a
verified fresh backup clears the marker.
- Restrict managed checkpoint reads to verified Cloud control actors.
Tenant instance-admin elevation does not grant backup authority.
- Keep archive verification outside engine fallback so failures retain
their original cause.
- Document that recurring duplicate archives pause while asleep. The
final checkpoint and historical archives remain on persistent storage;
retention does not prune while asleep.

## Verification

- Focused idle, spool, backup and route checks: 137 tests passed,
including restoration into a separate PostgreSQL database.
- Backup library and checkpoint tests: 15 passed, including rejection
before historical backups can be pruned.
- `pnpm -r typecheck` and `pnpm build` passed. Follow-up server
typecheck and database build cover the verification callback.
- Review follow-up: 51 backup/restore/startup tests, 122 route/safety
tests, 32 signed-control tests, and server typecheck passed. Startup
cases exercise both flag states and retry after failure. The final
test-cleanup adjustment passes all 35 startup tests.
- The full local run hit four ancestor-directory skill-fixture failures
and one tool-route failure. All five passed from an isolated checkout at
949210 (3 targeted chat/tool checks and the complete 39-test email
suite). The redundant local run was stopped after final-head hosted CI
passed. No full local pass is claimed.
- Added-line secret/private-reference review and `git diff --check`
passed.
- [Final-head hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/37853380365)
passed, including typecheck, build, all general and serialized test
shards, all eight E2E shards and the canary dry run. Apex is 5/5 on
5b1de388ef, with no new findings and all review threads resolved. The
branch is conflict-free. Live staging activation awaits merge and a
canonical image; no production configuration or deployment changed.

## Risks

- The flag defaults off. This is for a single process whose host
controls every writer and preserves its backup volume across sleep.
Independent database writers require a different backup owner.
- Safety reads perform a backup only after a valid owned drain and all
other checks pass. Slow backups can outlive the caller timeout; they
remain counted until their work settles and cannot authorize sleep after
hold expiry.
- Initial and final reads each take a fresh backup. Hosts must allow
sufficient request time while retaining shutdown headroom.
- Retention settings are unchanged. Sleeping instances stop producing
duplicate hourly archives and retain their last checkpoint. Filesystem
data, encryption keys and off-provider disaster recovery remain separate
responsibilities.
- No schema migration. Disable the checkpoint flag to restore the
blanket backup blocker; automatic backups and an existing restart marker
remain active.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code editing
and command execution. The runtime did not expose an exact model
revision 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 described the issue in-PR following the bug report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
identifier
- [x] Focused and isolated local checks pass; final-head hosted CI is
green (local full-run limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 15:58:55 -07:00
DottaandPaperclip 04de3132c2 refactor(heartbeat): extract restart recovery and lease cleanup (#15622)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service coordinates agent runs and their recovery.
> - The earlier refactors separated workspaces, run preparation, run
state, and retries.
> - Restart recovery and lease cleanup still occupy more than 2,000
lines in the main service.
> - These operations share process ownership and database claims that
must stay intact.
> - This pull request moves that group into one recovery module and adds
boundary tests.
> - Reviewers can now inspect recovery separately from queue admission
and run execution.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The structure and testability of heartbeat restart recovery and lease
cleanup.

**Subsystem affected**

server/ — orchestration services.

**Current behavior**

Hot-restart adoption, native restart recovery, shutdown draining, orphan
reaping, and lease cleanup live inside `heartbeat.ts`.

**Proposed behavior**

Keep the same recovery behavior in
`server/src/services/heartbeat/recovery.ts`. Bind the database and
lifecycle callbacks with `createHeartbeatRecovery`.

**Reason and benefit**

This removes 2,181 lines from the main service. The extracted module is
about 2,400 lines. It keeps related recovery operations together in one
file.

**Breaking changes**

None. The public service methods, database claims, cleanup fences, and
ownership checks stay the same.

**Additional context**

Continues the merged heartbeat extractions in #15568, #15573, #15578,
#15591, #15601, and #15617. A search of open and closed PRs found no
duplicate recovery extraction. This does not add a roadmap feature.

## What Changed

- Move hot-restart snapshots and adoption, native restart recovery,
shutdown draining, orphan reaping, and lease sweeps into
`heartbeat/recovery.ts`.
- Pass lifecycle callbacks and the existing shared execution sets into
the factory. Preserve module-wide cleanup single-flight state.
- Set the service's existing shutdown flag through a callback at the
same point in shutdown preparation.
- Add 14 focused tests for construction, shutdown ordering, empty
selective drains, ownership races, shared state, retry timers, and
background execution tracking.
- Wait for the existing execution-drain barrier in the Stop recovery
test instead of polling for one second.
- Document the module boundary in `doc/DEVELOPING.md`.

## Verification

- New module and additional cleanup coverage: **57 tests passed** across
five files.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/recovery.test.ts
server/src/__tests__/heartbeat-native-cleanup-admission.test.ts
server/src/__tests__/heartbeat-run-terminalize-before-release.test.ts
server/src/__tests__/heartbeat-run-lease-release-terminalization.test.ts
server/src/services/hot-restart.test.ts
  ```
- Final recovery coverage on the rebased branch: **514 tests passed
across 11 files**, including all 14 new module tests.
  ```sh
pnpm exec vitest run server/src/services/heartbeat/recovery.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-pending-cleanup-sweep.test.ts
server/src/__tests__/heartbeat-orphaned-active-lease-sweep.test.ts
server/src/__tests__/native-session-resumption.test.ts
server/src/__tests__/heartbeat-task-drain-admission-release.test.ts
server/src/shutdown.test.ts
server/src/__tests__/heartbeat-native-cleanup-admission.test.ts
server/src/__tests__/heartbeat-run-terminalize-before-release.test.ts
server/src/__tests__/heartbeat-run-lease-release-terminalization.test.ts
server/src/services/hot-restart.test.ts
  ```
- Full `pnpm -r typecheck` and `pnpm build` passed, including after
rebasing onto master.
- Full local `pnpm test:run` was started again after the rebase. It was
stopped after the full CI suite passed. It did not finish and is not
counted as a full local pass. An earlier local AI-connection run hit an
HTTP-test timeout; all corresponding CI coverage passed.
- Structural comparison confirms 28 moved functions and 15 moved
declarations. The only function-body adaptation is the shutdown flag
callback. Remaining service functions and all 140 public exports match
master.
- All **54 current-head checks passed**; two unrelated Storybook checks
were skipped. This includes the full general and serialized test matrix,
typechecks, build checks, Runner verification, and canary dry run. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37843023706).
- Greptile completed on head `01fe39818d483e05f940b9fe842162a08e9b9e8e`
with **5/5 and no actionable findings**. There are no review threads or
merge conflicts.

## Risks

The main risk is breaking shared execution ownership or changing
recovery order while moving closures. The factory receives the original
execution sets and lifecycle callbacks. It does no work during
construction. Database transactions, compare-and-set predicates, cleanup
deadlines, and native ownership gates stay intact. This PR has no schema
or API changes.

## Model Used

OpenAI GPT-6 via Codex. The exact serving model ID and context window
were not exposed in this session. Used reasoning, repository inspection,
shell tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 16:15:01 -05:00
DottaandPaperclip 2a5f65c9ae refactor(server): extract heartbeat retry scheduling (#15617)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat orchestration starts runs and recovers from supported
failures.
> - The heartbeat service still contains more than 22,000 lines after
earlier extractions.
> - Retry scheduling has a clear boundary, but it shares lifecycle
callbacks with the service.
> - This pull request moves retry scheduling into one module with
explicit dependencies.
> - It preserves the scheduling rules, database writes, and lock order.
> - The benefit is a smaller service and focused tests for the retry
boundary.

## Linked Issues or Issue Description

**Current behavior**

`server/src/services/heartbeat.ts` owns retry schedules, contention
deferrals, due promotion, and retry-now requests. These operations sit
among execution and recovery code.

**Proposed behavior**

Move these operations into `server/src/services/heartbeat/retries.ts`.
Keep the public heartbeat API and existing helper exports. The service
supplies its lifecycle callbacks and worktree cutoff.

**Reason and benefit**

Extract one complete area in a separate PR. This removes 1,641 lines
from the main service without changing retry policy. Future retry
changes can use a smaller module and direct tests.

**Breaking changes**

None. Existing imports, error-class identity, retry metadata, and API
outcomes remain available.

**Additional context**

Refs #15601, the preceding run-state extraction. Related open retry
changes: #14930, #13975, #15157, #12587, and #13276. This PR moves the
existing implementation. Those policy changes remain separate.

## What Changed

- Add `createHeartbeatRetries(db, dependencies)` for bounded retries,
workspace and connection deferrals, shared-workspace holder checks, due
promotion, and retry-now requests.
- Keep status transitions, event publication, issue-lock release,
plan-resume reporting, and worktree settings in the heartbeat service.
- Preserve all 140 existing public exports. Re-export the same helpers,
constants, and workspace-busy error class.
- Add 14 tests for construction, callback order, cancellation races,
concurrent scheduling, committed promotion, and retry-now scope.
- Document the module boundary in `doc/DEVELOPING.md`.

## Verification

- Existing focused suite before the move: 84 tests passed.
- Expanded focused suite after the move: 243 tests passed across 11
files. Command:
`pnpm exec vitest run server/src/services/heartbeat/retries.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-workspace-busy.test.ts
server/src/__tests__/heartbeat-model-fallback-warning.test.ts
server/src/__tests__/heartbeat-running-followup.test.ts
server/src/__tests__/heartbeat-issue-rewake-throttle.test.ts
server/src/__tests__/issue-scheduled-retry-routes.test.ts
server/src/modules/run-dispatch`
- After rebasing onto the latest master, 61 retry and plugin-idle tests
passed across four files.
- `pnpm -r typecheck` passed again on the rebased branch.
- `pnpm build` passed again on the rebased branch.
- `pnpm test:run` was started locally. The long serial run was stopped
after full CI passed; it is not claimed as a complete local pass.
- Full CI passed on commit `69e76f3eec75b0703570f1fce37ebfe9c63fa3ac`:
54 successful checks, two intentional Storybook skips, zero failures.
This includes general tests, serialized server tests, browser tests,
runner checks, typecheck, build, and canary verification.
- The setup-timeout review fix passed all 14 module tests and the server
typecheck.
- Greptile completed a fresh review of commit
`69e76f3eec75b0703570f1fce37ebfe9c63fa3ac`: 5/5, no open findings.
- A structural comparison confirmed 22 unchanged moved functions and one
unchanged three-line string reader, 16 unchanged declarations, one
unchanged API body, and all 140 preserved exports. The remaining service
body is unchanged after accounting for the new binding and removed
declarations.

## Risks

- A missing lifecycle callback or an eager call during construction
could change retry behavior. The dependency contract and direct tests
cover these boundaries.
- Concurrent scheduling must keep the issue-first lock order and reuse
one successor. The original transaction bodies are unchanged. PostgreSQL
tests cover concurrent calls from separate factory instances.
- Promotion must publish after commit and preserve worktree cutoffs.
Direct tests cover both paths.
- No schema, route, adapter, or retry-policy changes are included.

## Model Used

OpenAI GPT-6 via Codex. The exact serving model ID and context window
were not exposed in this session. Used reasoning, repository inspection,
shell tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 15:38:48 -05:00