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DottaandClaude ed5e7493bb fix(native): take back a lapsed lease held under the run's own restart claim (#20625)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run holds an execution lease on its
`native_run_finalizations` row. The owner renews it every 5 minutes.
After a host sleep (or the restart-chaos time fault TM2), the stored
lease looks lapsed although the owner is alive.
> - #20474 lets the same owner take back a lapsed lease when no other
actor recorded anything on the row. One of the checks is
"`recovery_state` is null".
> - Restart recovery writes `recovery_state` (`resuming_session`,
`awaiting_runner_reattach` or `bootstrap_incomplete`) in the same update
that grants the lease. The executor keeps that value until a result is
accepted.
> - So a run that a restart resumed can never take back its own lapsed
lease. Renewal interrupts the turn, and failure settlement is refused
with `native_session_lease_lost`. The run fails with `adapter_failed`,
recovery holds it with `preserve_without_replay_v1`, and the user must
click Retry.
> - This pull request counts the claim's own record as untouched when
the row still shows exactly that claim and nothing recorded since.
> - The benefit is that a resumed run survives a later host sleep with
no Retry. Every real takeover still fences the late owner out.

## Linked Issues or Issue Description

Refs #20474

**What happened?**
The zero-retry restart-chaos matrix (local wave L7, seed 9107: TM1, TM2,
TM3 with 1 h aging) had 3 of 6 tasks that needed Retry. All three were
Codex runs. In each run, a TM3 kill made restart recovery resume the run
(`resume_dead_runner`, generation 2). The runner restored the
conversation, reported `provider_turn_lost_on_restore`, and the
same-conversation restart continuation started as designed. Then the TM2
fault aged every database time by one hour. The execution lease lapsed
while its owner was alive. The run then failed with
`native_session_lease_lost` (`adapter_failed`), and recovery stopped
with `native_continuation_requires_reconciliation` /
`preserve_without_replay_v1`. One run had already proposed its result
and completed its turn. The Retry click worked every time.

**Expected behavior**
A run whose lease lapsed only because time jumped, and that no other
actor claimed, continues with no Retry. This must also be true after a
restart resumed that run.

**Steps to reproduce**
`node cli/node_modules/tsx/dist/cli.mjs tests/restart-chaos/main.ts
--env local --adapters codex,claude --workloads A1,B5,C1 --faults
TM1,TM2,TM3 --time-age-hours 1 --concurrency 3 --tasks 6 --seed 9107`

## What Changed

- `server/src/services/native-runtime/native-execution-lease.ts`: the
"untouched" part of `nativeExecutionLeaseHeldCondition` now also accepts
the run's own local restart-recovery claim. All of these must be true:
- the last `recovery_history` entry is that claim: same controller boot
and generation as the row;
- its disposition matches the current `recovery_state`
(`resume_dead_runner` → `resuming_session`, `reattach_existing_runner` →
`awaiting_runner_reattach`, `bootstrap_incomplete` →
`bootstrap_incomplete`);
  - `recovery_request_id` equals the request that claim recorded.
Any later actor appends a history entry (shutdown suspension, failure
settlement), moves the state (`awaiting_evidence`, `blocked`), or
replaces the owner, boot or generation. Each of these still fences the
late owner out. All other untouched checks are unchanged.
- `native-execution-lease-reacquire.test.ts`: new cases for each claim
kind, a requested claim, failure settlement under the claim, and eight
fenced variants.
- `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`: Step 1
lists the new rule.

## Verification

- Red/green: `cd server && npx vitest run
src/services/native-runtime/native-execution-lease-reacquire.test.ts`.
Without the source change, 5 new cases fail (the three claim kinds, the
requested claim, and failure settlement). With it, all 37 pass.
- Related suites pass: `native-execution-lease.test.ts`,
`heartbeat-restart-claim-lapse.test.ts`,
`heartbeat-native-orphan-sweep-lease-race.test.ts`,
`native-runner-restart-lease-renewal.integration.test.ts`,
`native-runner-restart-preparation.integration.test.ts`.
- `cd server && npx tsc --noEmit` passes.
- Live: the same L7 wave (seed 9107, local) on this branch. The server
log has 0 `native_session_lease_lost` (the baseline had 3). The two
tasks whose cells failed this way in the baseline (codex C1 TM1, codex
C1 TM3) now pass with no Retry. Two other tasks needed Retry for
different causes, which this pull request does not change: codex B5 TM2
(a `runner.drain` timeout, then a same-run retry that may not continue a
turn lost on restore) and claude C1 TM2 (`ACPX session is not open` on
`turn.start` until the retry budget ran out). The L6 wave (seed 9106)
also ran on this branch: 5 of 6 passed. Its one failure is
`execution_recovery_budget_exhausted` and is not related to leases.

## Risks

- The rule widens when an owner may take back its own lapsed lease. It
applies only to local runs, before a result, with the same owner token,
attempt, boot, pid, process start and generation. A claim that any other
actor changed afterwards does not match.
- Rows saved by earlier releases carry the same history entry shape, so
a run claimed before a deploy is handled the same way. A deploy changes
the boot, so the new process never takes back the old process's lease.
- No schema change and no migration.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 14:31:15 -06:00
DottaandClaude 6505538fc5 fix(realtime): limit a shared live-event read set to 100 events and 250 ms (#20632)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server sends the output of a running agent to the browser on the
company WebSocket.
> - #20624 lets the events that are already in the queue share one set
of permission and redaction reads.
> - That set could serve a full queue of 1,000 events for one second.
> - If access is revoked during that time, the principal still receives
the queued output. The security scan on #20624 reported this.
> - This pull request limits one set to 100 events and 250 ms.
> - The benefit is a small, stated limit on output that a revoked
principal can receive, with the same delivery speed.

## Linked Issues or Issue Description

Refs #20624

**What happened?**

After #20624, one set of permission reads can authorize each event that
was in the queue when the set opened. The queue holds at most 1,000
events or 1 MiB. The set stays in use for one second. If a membership,
an API key or a task grant is revoked in that time, the server still
sends the remaining queued events.

**Expected behavior**

A revocation stops delivery after a small, fixed quantity of queued
output. The documentation states that quantity.

**Steps to reproduce**

1. Open a company WebSocket as a user who can read a private task.
2. Publish 1,000 transcript events for a run of that task in one burst.
3. Revoke the task grant while the server delivers the burst.
4. The server delivers the remaining queued events.

**Paperclip version or commit**

`master` at 90dd864bff.

## What Changed

- `live-event-delivery.ts` replaces a shared read set after 100 events
or 250 ms. Before, the limit was one second with no event limit.
- `live-event-delivery.test.ts` pins the exact limits. One set serves
events 2 to 101 and event 102 opens a new set. Access is revoked during
that set, and event 102 is not delivered. A set is kept at 249 ms and
replaced at 250 ms.
- `doc/live-transcript-delivery.md` states the limit and that queued
output from before a revocation can still be sent up to that limit.

## Verification

- `npx vitest run src/realtime
src/__tests__/live-events-run-read.test.ts` in `server/`. 66 tests pass.
- The boundary tests fail when either limit changes by one in either
direction (99, 101 events; 249, 251 ms).
- The 200-event burst test against PostgreSQL issues 22 statements with
this limit. Separate reads issued 1,401.
- Not run locally: a clean server typecheck. The local worktree reports
type errors in `server/src/services/chat-channels/slack/adapter.ts`,
which this change does not touch. CI supplies the typecheck.
- Not verified: delivery delay on a hosted instance after deployment.

## Risks

- More permission reads for large bursts: one set for each 100 queued
events. A burst of 1,000 events uses 10 sets, not 1,000.
- Output produced before a revocation and already in the queue can still
be sent, up to 100 events or 250 ms. Before #20624 the limit was the one
event in flight.
- No schema, API or protocol 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

- Anthropic Claude, model ID `claude-fable-5-2`, in Claude Code with
tool use and code execution.

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 14:18:20 -06:00
DottaandClaude Opus 5.5 fd6e71a7ff fix(native): restore a warm backup when its source sandbox is idle (#20627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs on remote sandboxes keep a warm sandbox and a verified
harness backup so the next run continues the same provider session
> - A run that starts while the previous run's workspace export is still
saving gets a new (created) sandbox lease, because reuse skips an
exporting sandbox
> - When that run prepares the harness, it finds a backup but no
recorded reusable lease, and it fails closed with
`runner_harness_state_mismatch: backup_without_reusable_lease`
> - #20278 accepted a destroyed source and a settled restore hold as
retired backup sources, but not an idle warm source that is still
`retained` for reuse
> - This pull request accepts an idle warm source under the same proofs,
claims it so it is never resumed again, and covers the resumed lease
that the failed run leaves behind
> - The benefit is that these recoveries continue the same session
automatically instead of blocking the task

## Linked Issues or Issue Description

Refs #20278

**What happened?**
A monitor wake started about 90 seconds after the previous run on the
same task finished. The previous run's warm sandbox lease was `retained`
with policy `reuse_by_environment`, but its workspace export was still
saving. Reuse skipped it and created a new sandbox. Workspace
realization waited for the export (about 136 s) and restored the saved
files. Then harness preparation found the previous run's backup (its
lease stamp names this exact manifest, and no provider work followed
it). The source lease was not destroyed and was not a restore hold, so
the run failed with `native_session_recovery_failed: Error:
runner_harness_state_mismatch: backup_without_reusable_lease` and the
task was blocked.

**What did you expect?**
The run continues the same provider session. The idle source sandbox
holds exactly the backed-up state, so restoring the backup into the new
sandbox is safe.

**Steps to reproduce**
1. Finish a warm native run on a remote sandbox. Its workspace export is
still saving.
2. Start the next run on the same task before the export settles.
3. Reuse skips the exporting sandbox and creates a new lease. Harness
preparation fails with `backup_without_reusable_lease`.
4. A retry resumes that new lease, which has no harness state, and fails
with `resumed_unavailable`.

## What Changed

- `native-retired-backup-source.ts`: an idle warm source is a third
retired backup source. It must be `released` or `retained` with policy
`reuse_by_environment`, its own run must be terminal and not the current
run, and it must have no cleanup in flight, no restore hold or pending
shutdown settlement, and no pending native workspace export. The backup
stamp, single-owner chain, and later-provider-work checks still apply.
- Before the restore, the idle source is claimed with a compare-and-swap
on the checked row. The claim moves its `reusableSandboxLease` scope
into a `reusableSandboxLeaseSuperseded` receipt. Reuse never resumes
that older state again, and the next acquisition treats it as obsolete
and destroys it. If a run resumed or changed the source first, the claim
matches no row and the backup is not restored.
- `environments.ts`: a cross-run reuse handoff now requires that the
source row has no superseded receipt. The supersede claim and the
handoff compete on the same row, so an acquisition that selected the
source before the claim cannot resume it afterward.
- The proof now rejects a backup whose source is the target allocation
itself (`targetProviderLeaseId`).
- `native-session-executor.ts`: a resumed lease whose sandbox has no
harness state at all (`unavailable`) restores the backup under the same
proof. This recovers the lease that the failed run left behind, so rows
saved by older releases recover after deploy without a migration.
- `doc/execution-semantics.md`: documents the idle-source rule, the
supersede claim, and the resumed stateless lease.

## Verification

- Red before the fix, green after:
- `native-session-executor.test.ts` "restores a warm backup into a
created lease only when an idle warm source finished its run and its
export" failed with `backup_without_reusable_lease`.
- "... a resumed lease never held the session and the warm source is
idle" failed with `resumed_unavailable`.
- `native-retired-backup-source.integration.test.ts` (real Postgres)
"authorizes an idle retained/released warm source and claims it as
superseded" failed (returned false).
- Integration test "refuses a reuse handoff of a source superseded while
its provider resume was pending" fails without the handoff guard and
passes with it.
- Safety rows stay refused: source run still running, workspace export
pending, cleanup in flight, restore into its own allocation, stamp names
another checkpoint, provider work after the backup, two host leases for
one allocation, claim lost to another run, and a resumed lease that lost
its own state. Existing destroyed-source and restore-hold rows are
unchanged.
- `cd server && npx vitest run
src/services/native-runtime/native-session-executor.test.ts
src/services/native-runtime/native-retired-backup-source.integration.test.ts
src/services/native-runtime/remote-warm-session-recovery.test.ts` passes
(1408 tests).
- `npx tsc --noEmit -p server/tsconfig.json` passes.
- `pnpm verify` exits 2 because a global CI input
(`doc/execution-semantics.md`) changed. Required CI supplies the broad
coverage.

## Risks

- Previous-release story: no persisted shape changes. Lease rows saved
by earlier releases carry forward. The new
`reusableSandboxLeaseSuperseded` metadata key is additive.
- The idle source is destroyed at the next acquisition for its
workspace. Its state is the verified backup, which the restored lease
now holds, so no work is lost.
- Not covered: when the source cannot be proven retired or idle (for
example a live owner or later provider work), the run still fails closed
with the same named code. An automatic fresh-session fallback for that
case is not in this PR.
- The root trigger (reuse skips a sandbox while its export saves, then
waits for that export) is unchanged. This PR does not change the reuse
lookup.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 14:11:10 -06:00
DottaandPaperclip 76c787fffc fix(runner): report monitor notes length limits (#20604)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use task monitors to resume a future check.
> - The monitor schema limits notes to 500 characters.
> - The field description did not state the limit. Rejection showed only
the schema path.
> - This pull request adds the limit to the description and to safe
length errors.
> - Agents can correct notes before they retry a rejected call.

## Linked Issues or Issue Description

Related prior fix: #16868.

**What happened?**

A native `set_task_monitor` call with 501 characters in `monitor.notes`
failed with a path that ended in `notes/maxLength`. The error did not
state 500. The schema already had `maxLength: 500`, but the field
description did not state it.

**Expected behavior**

State the limit in the field description and in the rejection. Accept
500 characters. Reject 501 characters before dispatch. Preserve a saved
monitor when a replacement is invalid.

**Steps to reproduce**

1. Supply a future `monitor.nextCheckAt` and 501 characters in
`monitor.notes`.
2. Read the native provider error.
3. Before this fix, it shows the constraint path without the maximum.

**Paperclip version or commit**

Reproduced on `7368a0b15c2f02107778a961144d86e2eb59a952` in a Linux
source checkout, with Node 25.9.0 and Rust 1.97.1.

## What Changed

- Use one local value for the published notes limit and its description.
The server test checks agreement with the persisted shared validator.
Keep the standalone Runner package boundary.
- Read the numeric maximum from the authorized JSON Schema validation
error. Keep submitted values private and preserve the 512-byte feedback
bound.
- Test the published schema and real bridge dispatch path at 500 and 501
characters. Test saved contents and rejection without monitor changes
with real PostgreSQL.
- Refresh generated contracts and document the limit.
- Sync two SDK proof lock identities after the reviewed master lock
refresh in #20615. This fixes the remaining CI proof mismatch. Keep
compiler, parser, Zod, and all rejection checks unchanged.

## Verification

- Final head: `bac60234ab3a8fc7043a90c7f9c81b02e250428b`.
- Red: the server regression failed because the field description
omitted `500`. The Rust regression failed because the error omitted
`maximum 500 characters`.
- Local passes after the final base update: 44 PostgreSQL
monitor/scheduler tests, 14 real-source Rust bridge tests, 11
cache/Docker guard tests, and 56 SDK proof tests. Runner TypeScript
build and generated contract checks pass.
- The focused Rust check compiles the actual source in a small Cargo
workspace. The full Rust CI suites also pass on Linux and Windows.
- Final-head [PR CI
run](https://github.com/paperclipai/paperclip/actions/runs/42881633978)
passes. This includes typecheck, build, Runner support, Runner Rust and
Vitest, server tests, serialized tests, and all eight e2e shards.
- Final-head [Windows Rust
run](https://github.com/paperclipai/paperclip/actions/runs/42881633419)
passes.
- Greptile: 5/5 on the final head, with no open findings. There are 61
successful checks and five conditional skips. The separate Paperclip
Review remains queued; its comment says work is paused. No CI or test
check is pending or failed.
- `pnpm verify` returned exit 2 and selected broader CI. The full local
suite was not run. Final-head CI supplies that coverage. Earlier failed
attempts were repaired and are not counted as passes.

## Risks

- Low risk. The existing 500-character bound, scheduling semantics, and
permissions stay in place.
- Length feedback uses only a schema path and numeric bound. It does not
print submitted text.
- The Runner binary and tool contracts must reach an instance for the
new guidance to apply. This PR does not deploy or merge.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
runtime does not expose a more specific 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>
2026-11-10 13:59:58 -06:00
DottaandClaude Opus 5.5 38944cff1a fix(environments): retry and safely replace a reusable sandbox that will not resume (#20626)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task that runs on a reusable (warm) cloud sandbox resumes the same
sandbox on the next wake
> - When a follow-up arrives while the provider is auto-stopping or
archiving the idle sandbox, the resume can fail
> - Each failed attempt waited the provider's whole five-minute start
deadline and then failed with `reusable_sandbox_resume_failed`, even
when the workspace was saved and nothing lived only on the sandbox
> - Two such runs in a row made a user wait for many minutes and
recorded two failed runs
> - This pull request bounds the resume, retries a state change inside
the run, and replaces the sandbox from the saved snapshot when that is
safe
> - The benefit is that recovery works automatically and the first turn
is not delayed by minutes

## Linked Issues or Issue Description

**What happened?**
Two consecutive runs failed before provider dispatch with: `Reusable
sandbox lease "<id>" could not be resumed (cause=provider_error); the
lease was preserved and no replacement was created.` Each run took about
5.5 minutes (320s and 330s) in preparation. The third run resumed the
same sandbox from `stopped` in 4.7 seconds after the provider settled.
The previous run had ended with a clean final save and a verified
harness backup.

**Steps to reproduce**
1. Let a task's reusable sandbox go idle so that the provider auto-stops
or archives it.
2. Send a follow-up while the provider still reports the sandbox as
changing state.
3. The Daytona worker waits in `ensureSandboxStarted` until its 300s
start deadline and throws "is still <state> at its start deadline". The
host does not classify that as transient and it has no safe fallback, so
the run fails.

**Expected behavior**
The run retries briefly. If the sandbox still cannot start and nothing
lives only on it, the run continues on a replacement sandbox that
restores the saved workspace.

**Root cause**
`server/src/services/environment-runtime.ts` (reusable resume block,
about line 1820): the resume deadline was the provider's full start
deadline (300s plus RPC margin), the transient classifier did not
recognize a state transition, and the catch always threw
`ReusableSandboxResumeError`. #20212 waits out a state change inside the
same 300s start deadline, so it covers the start but not the time budget
or the fallback.

## What Changed

- Add `server/src/services/reusable-sandbox-resume-replacement.ts`:
- `REUSABLE_SANDBOX_RESUME_BUDGET_MS` (90s): the total resume time for
one run, retries included.
- `sandboxStateTransitionFailure`: "state change in progress" and "is
still <state> at its start deadline" are transient.
- `retireUnresumableReusableSandboxLease`: replace only when the lease
is `released`/`retained` with no live owner, the task workspace is clean
with a committed saved snapshot and no other writer, and a
`paperclip_runner` session has a verified lease-bound harness backup.
Access refusals (401/403) and an unavailable worker stay strict. After
the replacement lease (which carries the harness backup) is recorded,
the old lease moves to `pending_cleanup` (reason `resume_failed`) in one
guarded write, so the existing cleanup sweep destroys the old sandbox
and no provider delete runs before the first turn. A failed creation or
a restart before that write leaves the old lease `retained` for the next
attempt.
- `environment-runtime.ts`: cap the resume deadline at the budget, treat
a state transition as transient, and call the replacement policy before
failing. A replacement records `sandboxLeaseAcquisition: { outcome:
"replacement", reason: "resume_failed" }`; workspace preparation then
restores the saved snapshot.
- `remote-workspace-transport.ts`: add the closed failure label
`sandbox_state_transition`, so a strict failure names the cause instead
of `provider_error`.
- `doc/execution-semantics.md`: document the budget, the in-run retry,
the replacement conditions, and the strict cases.
- Update the two slow-start tests: the resume RPC timeout is now 90s
instead of 330s/150s. A 61s start still resumes the same sandbox.

## Verification

- Red before the fix (new file
`server/src/__tests__/environment-runtime-reusable-resume-replacement.test.ts`,
staging shape: lease created by the real acquisition path, then retained
after a clean save with a backup stamp, 300s provider deadline, worker
refusal with no status): 3 tests failed with `could not be resumed
(cause=provider_error); the lease was preserved and no replacement was
created.`
- Green after the fix: 10/10 pass, including a case where the
replacement creation fails and the next run replaces the sandbox with
the backup carried forward. The safe case replaces the sandbox, keeps
every resume RPC at or below 90s, makes no synchronous destroy call, and
moves the old lease to `pending_cleanup`. A single state-change refusal
resumes the same sandbox inside the run. Six strict cases keep the lease
and fail with `cause=sandbox_state_transition`: unsaved work, no saved
version, an uncommitted saved version, a live owner, no verified backup,
and a 403.
- `pnpm exec vitest run src/__tests__/environment-runtime.test.ts` (197
pass), `heartbeat-retry-scheduling`, `legacy-execution-recovery`,
`remote-workspace-transport` (251 pass).
- `tsc -p server/tsconfig.json --noEmit` passes.
- `pnpm verify` exits 2 (a doc change is a global CI input). Required CI
supplies the broad coverage.
- Not run: a live Daytona run on staging. The provider message is kept
off the run record, so the exact transition state on staging (stopping
or archiving) is inferred from timing, not observed.

## Risks

- A strict resume now gives up after 90s instead of 300s. The provider
start continues in the background, and the bounded bootstrap retry
resumes the same sandbox. A stopped sandbox resumes in seconds and an
archived one in about 25s on Daytona, so 90s leaves headroom.
- A replacement leaves the old sandbox to the cleanup sweep. If the old
start finishes later, the sweep still destroys it. The guarded write
only claims a `released`/`retained` lease with no live owner.
- Upgrade safety: no new persisted fields are required. Leases saved by
older releases are read with the same rule; one without a verified
backup stays strict. The replacement reason `resume_failed` already
exists in the acquisition outcome.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 13:51:10 -06:00
DottaandClaude 070d6f83fd perf(realtime): share permission reads among queued live events (#20624)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task page shows the output of a running agent as it is produced.
> - The server sends each output event to the browser on the company
WebSocket.
> - Before each send, the server checks permissions and redacts secrets.
Each event did its own sequential database reads.
> - When output arrives faster than those reads complete, the queue
grows. The text reaches the browser later and later, and the server then
closes the connection.
> - This pull request lets the events that are already in the queue
share one set of reads.
> - The benefit is that live output keeps pace with the run, and a
revoked permission still applies to the next event.

## Linked Issues or Issue Description

**What happened?**

On a hosted instance, the live output of a running task sometimes
appeared very slowly. A probe WebSocket on the company event stream
received events 0.5 seconds after their creation time at the start.
After 30 seconds the delay was 23 seconds. The server delivered about 6
events each second. Then it closed the socket with code 1013.

The delivery loop for a connection is serial. For each transcript event
it ran a membership read, a scope decision, a run lookup and a task read
decision. Native run events added a settings read and a secret registry
read. A burst of 200 events issued 1,401 SQL statements.

**Expected behavior**

Live output reaches the browser at the rate the run produces it. The
cost of the permission checks does not grow with the number of events in
a burst. A revoked permission stops delivery immediately.

**Steps to reproduce**

1. Use a deployment that authenticates users, with a database that has a
network round trip.
2. Start several agent runs that produce output at the same time.
3. Open the task page of one run and read the live output.
4. Compare the creation time of each `heartbeat.run.log` or
`heartbeat.run.event` message with its arrival time.
5. The delay grows continuously until the server closes the socket with
code 1013.

**Paperclip version or commit**

`master` at 79e28dc0d0.

## What Changed

- `live-event-delivery.ts` gives each queued event a sequence number. It
passes a shared read set to `authorize`. A set serves only the events
that were in the queue when the set opened. The delivery replaces the
set after one second and discards it when the queue is empty.
- `sharedDeliveryRead` returns the pending read for a key, or starts it.
It removes a read that fails, so the next event reads again.
- `live-events-ws.ts` uses the shared set for the membership or key
check, the transcript scope decision, the run binding and the task read
decision.
- `live-run-event-redaction.ts` uses the shared set for the username
setting and the registered secret values of the run.
`run-secret-redaction.ts` adds `redactorForRun`, which reads the values
one time and returns a redactor.
- `doc/live-transcript-delivery.md` describes the shared reads and their
limits.

## Verification

- `npx vitest run src/realtime/live-event-delivery.test.ts
src/realtime/live-event-delivery.cost.test.ts
src/__tests__/live-events-run-read.test.ts
src/__tests__/live-events-ws.test.ts
src/__tests__/live-events-toast.test.ts` in `server/`. All tests pass.
- New integration test against PostgreSQL: 200 transcript events in one
burst. All events arrive in order. The burst issues at most 40
statements. Without the shared reads the same test fails with 1,401
statements. After the grant is revoked, the next burst delivers nothing.
- New unit tests: 39 events that wait behind one read share the next
read. An event that arrives during a read starts a new read. A set is
replaced after one second. A failed read is not shared.
- The existing tests for revocation, deleted tasks, restricted agent
keys and live redaction pass without changes.
- Assumption tested: an event never uses a read that began before the
event entered the queue. The unit test holds a read open and adds an
event to prove it.
- Not verified: the delay on a hosted instance after deployment. The
measurement above is from before this change.

## Risks

- Permission freshness. Before, each event had its own check. Now a
check can serve events that were already in the queue, for at most one
second. A revocation applies to the first event published after it.
Events already in the queue at the time of the check can still be sent.
That window existed before between a check and its send.
- Secret values. A read set holds decrypted registry values while a
burst drains. The delivery discards the set when the queue is empty and
when the connection closes.
- Plugin run streams use the same redactor and get the same shared
reads.
- No schema, API or protocol 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

- Anthropic Claude, model ID `claude-fable-5-2`, in Claude Code with
tool use and code execution.

## Checklist

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

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

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 13:37:25 -06:00
DottaandPaperclip 89ec4e7614 feat(links): add cached GitHub pull request previews (#20593)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 19:32:51 +00:00
DottaandClaude Opus 5.5 42d4499489 fix(daytona): force a stuck stop before starting a retained sandbox (#20609)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On Daytona, a follow-up task resumes the agent's retained sandbox
before the agent starts
> - The host stops an idle sandbox gracefully. A process that ignores
SIGTERM can leave Daytona in `stopping` for many minutes
> - Resume waited for that state change until its 300 s start deadline.
It never escalated, so each attempt failed after five minutes, and the
bounded retries did the same
> - On staging, a user comment waited about 21 minutes before the agent
started. Two resume attempts each used 299.7 s in the plugin dispatch
> - This pull request forces a stuck stop once, then starts the sandbox
within the same deadline. It also traces the wait with the observed
state
> - The benefit is that a stuck stop costs about 30 s instead of failing
the run, and the next case is diagnosable from the trace

## Linked Issues or Issue Description

**What happened?**
A user commented on a task that used a retained Daytona sandbox. The
first run and its first retry each failed after about 5 min 20 s with
`reusable_sandbox_resume_failed (cause=provider_error)`. The Honeycomb
trace shows `execution.plugin_dispatch` at 299.7 s in both. Inside it
there is only `lease.lookup` (44 ms) and `lease.channel_cleanup`, and no
`lease.start`. So the whole budget went to `waitOutSandboxTransition`,
which polled a sandbox that stayed in a transition state. The later
attempt, after a control-plane restart, found the sandbox `stopped`. Its
`lease.start` took 1.3 s. A transition that ends in `stopped` is a stop.

**Expected behavior**
A sandbox that stays `stopping` for longer than the host's own
graceful-stop budget is forced to stop, then starts. The run does not
fail on the start deadline.

**Steps to reproduce**
1. Retain a Daytona sandbox whose graceful stop does not finish (Daytona
reports `stopping`).
2. Resume or realize the lease.
3. Before this change, the call polls until the 300 s deadline and fails
with "is still stopping at its start deadline".

## What Changed

- `packages/plugins/sandbox-providers/daytona/src/plugin.ts`:
`waitOutSandboxTransition` tracks how long the sandbox stays `stopping`.
After `STUCK_STOPPING_FORCE_AFTER_MS` (30 s) it calls
`sandbox.stop(seconds, true)` once, then keeps polling. A refused force
stop keeps the old wait within the same deadline.
- The wait is a `lease.wait_transition` span. The force stop is a
`lease.force_stop` child span.
- `lease-tracing.ts`: the closed `paperclip.sandbox.startup.state` label
also records `starting`, `stopping`, `restoring`, `archiving` and
`resizing`. Before, these were all `other`.
- `server/src/services/plugin-host-services.ts`: the host admits the two
new span names and the new closed state values.
- `doc/observability.md`: documents the new spans and states.

## Verification

- Red/green: with the plugin change stashed, the three new
stuck-`stopping` tests (realize, refused force stop, resume) fail by
hanging to the deadline. With the change they pass. The "settles on its
own" test confirms that no force stop happens for a normal stop.
- `vitest run` in `packages/plugins/sandbox-providers/daytona`: 14
files, 618 tests passed (8 skipped). `tsc --noEmit` passed.
- `server/src/__tests__/plugin-host-services-span.test.ts`: red before
the allowlist change, 25/25 after.
- `pnpm verify` exited 2 (the doc is a global CI input), so CI supplies
the broad coverage.
- Not verified on a live Daytona sandbox. Hosted acceptance needs the
change deployed to staging.

## Risks

- The force stop sends SIGKILL to processes in a sandbox that is already
stopping and is about to start. The disk persists across a stop, so the
retained workspace is kept. A graceful stop that is still running past
30 s is killed. The host's own graceful stop budget is 30 s, so the host
had already given up on it.
- Daytona can refuse a stop while a state change is in progress. Then
the code waits as before, so the result is no worse than today.
- The root cause is inferred from the trace (a transition that ends in
`stopped`). The new state label confirms or refutes it the next time it
happens.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 19:20:30 +00:00
DottaandClaude Opus 5.5 9b21dcbdda refactor: remove SPEC docs and repoint spec citations (#20565)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 13:07:59 -06:00
DottaandClaude Opus 5.5 3bf7af6c77 perf(plugins): read the lifecycle inbox from per-resource cursors (#20576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Plugins get agent, project and agent runtime changes from the
`resource_lifecycle_events` journal. Each plugin acknowledges events one
resource at a time.
> - #20405 made the inbox page read linear in the company journal size.
The journal has no retention, so each page still reads every event of
the company to find the unacknowledged ones: about 1.7 s per 1M events.
> - The delivery worker reads a page again after each acknowledgment.
The idle-sleep check also reads the whole journal when all events are
acknowledged. `acknowledge` checks every older event of the resource.
> - On a hosted instance, the page read ran 181 times in one window at
about 1 s each.
> - This pull request adds a per-plugin, per-resource cursor. Reads
start at the cursor, so they do not read acknowledged history again.
> - The benefit is that page, idle-check and acknowledgment cost follow
the number of resources and pending events, not the journal size.
Delivery order and results stay the same.

## Linked Issues or Issue Description

Refs #20405

**What happened?**
The plugin lifecycle inbox page query (`select ... from
"resource_lifecycle_events" ... DISTINCT ON ...`) ran 181 times at about
1 s each on a hosted database in one window. Each acknowledgment causes
another full read of the company journal. The idle-sleep check
(`hasPending`) reads the full journal when all events are acknowledged.
`acknowledge` reads the full history of the resource.

**Expected behavior**
A page read, the idle-sleep check and an acknowledgment must not read
acknowledged history again. Their cost must not grow with the journal
size.

**Steps to reproduce**
1. Give a company 400 agents with 2,500 `agent_runtime` events each (1M
events).
2. Acknowledge the first 2,000 events of each agent for one plugin.
3. Call `pluginLifecycleInbox(db, pluginId).list(companyId, 100,
undefined, ["agent", "project", "agent_runtime"])`.
4. The read takes about 1.7 s. `hasPending` takes about 240 ms.

**Paperclip version or commit**
`8d2bf78323` (master).

**Deployment mode**
Hosted (PostgreSQL). Local repro uses embedded PostgreSQL 18.

## What Changed

- `packages/db/src/schema/plugin_lifecycle_resource_cursors.ts`: new
table `plugin_lifecycle_resource_cursors`. It has one row per plugin,
company, resource type and resource id. `acknowledged_through_id` means:
every event of that resource at or below this id is acknowledged by the
plugin. Plugin and company deletion cascade.
- Migration `0462_plugin_lifecycle_resource_cursors`: creates the table
and carries existing acknowledgments forward (see Risks for the
previous-release story).
- `server/src/services/plugin-lifecycle-inbox.ts`:
- `list` and `hasPending` use a backward loose index scan on
`resource_lifecycle_events_resource_order_idx`. It visits each resource
stream once and gets its latest event id. A stream whose latest event is
at or below its cursor is settled and is not read again. For other
streams, the read gets one head: the unacknowledged creation, else the
first unacknowledged transition above the cursor. Then it applies
`afterId`, id order and the limit, as before.
- `acknowledge` reads only the events between the cursor and the
acknowledged event. It still writes the per-event
`plugin_lifecycle_acknowledgments` row. It moves the cursor only over a
contiguous acknowledged prefix. A creation recorded after a pending
transition does not move the cursor.
- An event counts as acknowledged when it is at or below the cursor, or
when it has an acknowledgment row. Thus rows written by an earlier
release, and gaps in old history, keep their current behavior.
- `server/src/__tests__/resource-lifecycle-events.test.ts`: new database
tests for the migration carry-forward, gaps, late creations, cursor
reads, the rollback rows and the plugin-delete cascade. All tests from
#20405 still pass without change.
- `scripts/benchmark-plugin-lifecycle-inbox.ts`: runs the migration
backfill on the fixture and times it. Adds an acknowledgment case. Runs
`VACUUM ANALYZE`, because hosted tables are autovacuumed.
- `doc/DATABASE.md`: describes the cursor, its read cost and the
migration.
- The delivery worker (`plugin-lifecycle-delivery.ts`) is not changed.

## Verification

Thesis: the cost is a read of the whole company journal (page, idle
check) or the whole resource history (acknowledgment). If a per-resource
cursor marks the acknowledged prefix, each read can skip that prefix.
Then the cost follows the number of resource streams and pending events.
The rows must stay equal.

Local SQL timings: embedded PostgreSQL 18.1 on Apple Silicon, synthetic
data, warm cache, one warmup, 7 samples, baseline and treatment order
alternate per sample. The machine was shared with other jobs (load
average about 35), so spread is wide. Values are median (min to max) in
ms. Rows are equal (`assert.deepEqual`) for every list and probe case.

Fixture A: 400 agents x 2,500 runtime events, 2,000 acknowledged per
agent. 1,020,440 events, 800,420 acknowledgments.

| Case | Before | After | Speedup |
| --- | --- | --- | --- |
| page of 100, all types | 1,700 (1,633-2,438) | 11.5 (9.5-12.2) | 148x
|
| page of 100, agent and project | 3.3 (2.5-5.4) | 4.2 (3.6-6.7) | 0.8x
(slower) |
| idle-sleep check | 238 (174-367) | 2.7 (2.1-3.4) | 88x |
| acknowledge one head | 15.3 (9.4-30.1) | 20.3 (12.9-29.9) | neutral
(noise) |
| migration backfill | - | 9.3 s | - |

Fixture B: 40 agents x 25,000 runtime events, 24,000 acknowledged per
agent (long history). 1,020,080 events.

| Case | Before | After | Speedup |
| --- | --- | --- | --- |
| page of 100, all types | 1,943 (1,642-4,979) | 4.4 (2.9-5.6) | 444x |
| page of 100, agent and project | 3.5 (2.1-5.7) | 4.6 (2.8-12.0) | 0.8x
(slower) |
| idle-sleep check | 234 (220-243) | 2.8 (1.9-6.5) | 85x |
| acknowledge one head | 64.6 (48.5-71.6) | 5.0 (2.6-7.1) | 13x |
| migration backfill | - | 4.6 s | - |

Fixture C: 5,000 agents x 200 runtime events, 190 acknowledged per agent
(many resources). 1,025,040 events.

| Case | Before | After | Speedup |
| --- | --- | --- | --- |
| page of 100, all types | 1,867 (1,649-1,975) | 76.9 (66.2-497) | 24x |
| page of 100, agent and project | 10.3 (8.7-12.4) | 21.6 (20.2-23.2) |
0.5x (slower) |
| idle-sleep check | 220 (201-298) | 2.8 (2.0-5.3) | 78x |
| acknowledge one head | 4.9 (3.4-8.6) | 6.0 (5.2-7.6) | neutral |
| migration backfill | - | 15.6 s | - |

`EXPLAIN (ANALYZE, BUFFERS)` for the all-types page on fixture A: before
2,488 ms, 13,597 shared hits plus temp files; after 7.0 ms, 7,926 shared
hits.

Commands:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-plugin-lifecycle-inbox.ts --baseline-ref=8d2bf78323 --agents=400 --per-agent=2500 --acked=2000 --samples=7
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-plugin-lifecycle-inbox.ts --baseline-ref=8d2bf78323 --agents=40 --per-agent=25000 --acked=24000 --samples=7
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-plugin-lifecycle-inbox.ts --baseline-ref=8d2bf78323 --agents=5000 --per-agent=200 --acked=190 --samples=7
cd server && npx vitest run src/__tests__/resource-lifecycle-events.test.ts src/__tests__/plugin-lifecycle-delivery.test.ts src/__tests__/project-instance-secrets.test.ts src/__tests__/agent-runtime-hooks.test.ts
pnpm --filter @paperclipai/db check:migrations
```

- `resource-lifecycle-events.test.ts`,
`plugin-lifecycle-delivery.test.ts` and
`project-instance-secrets.test.ts`: 86 passed.
`agent-runtime-hooks.test.ts`: 22 passed.
- `tsc --noEmit -p server`: pass. `check:migrations`: pass.

## Risks

- **Schema change.** Migration `0462` adds one table and two foreign
keys to `plugins` and `companies`. It adds no index on an existing
table. The backfill reads the acknowledgment table once. It took 4.6 s
to 15.6 s on 1M-event fixtures with 0.8M to 1M acknowledgments.
- **Migration order.** The number `0462` is reserved after open PRs that
use `0459` to `0461` (#20571, #20568, #20573). Merge this PR after them.
Before merge, rebase onto master and chain the snapshot after the latest
migration.
- **Previous-release story.**
- Upgrade: the backfill stores, per plugin and resource, the end of the
contiguous acknowledged prefix. A cursor never passes an unacknowledged
event, so no event is lost. Acknowledged events above a gap keep their
rows, so no event is delivered again. A test runs the migration
statement on rows that only an earlier release wrote and checks that
`list` returns the same rows before and after.
- Rolling deploy: an earlier release that still runs writes only
acknowledgment rows. The new reads honor those rows.
- Rollback: the new code still writes every acknowledgment row, so an
earlier release sees the same progress.
- **Ordering assumption.** The cursor is safe because writers record a
resource's events while they hold that resource's row lock
(`paperclip_record_agent_runtime` locks the agent row; agent status and
project writers document the lock). Thus a later commit for the same
resource always has a higher id. A writer that breaks this contract
could commit an event below the cursor, and that event would not be
delivered. A lower id from a different resource is still delivered
(existing test).
- **Slower path.** A page that asks only for `agent` and `project`
streams is 1 to 11 ms slower. These streams are short, so the old full
read was cheap, and the new read visits each stream once. The cost is
bounded by the number of resources.
- **Many resources.** The page cost grows with the number of resource
streams of the requested types. At 5,000 agents a page is about 77 ms,
compared with about 1.9 s before.
- The hosted planner can choose a different plan. The hosted improvement
is not yet measured.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL benchmarks).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 12:58:32 -06:00
DottaandClaude Opus 5.5 86cc3e3a11 fix(workspaces): save remote workspaces that contain outside symlinks (#20569)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents on a remote sandbox (for example Daytona) save their
workspace after each run, and recovery retries a failed save
> - The save refused the whole workspace when one symlink was absolute
or pointed out of the workspace
> - Ordinary agent work makes such links: a headless Chromium profile
links `SingletonSocket` by absolute path into `/tmp`
> - Recovery then spent its full budget on the same refusal, handed the
hold to the board, and the task stayed blocked
> - This pull request keeps confined links, records and omits outside
links, and retries saves that an older policy exhausted
> - The benefit is that these saves succeed and blocked tasks continue
without a person

## Linked Issues or Issue Description

**What happened?**
On staging, a native run (OpenCode on `paperclip_runner`, Daytona
sandbox) built Storybook and drove Chromium with
`--user-data-dir=<workspace>/.review-chrome`. Chromium wrote
`.review-chrome/SingletonSocket ->
/tmp/.org.chromium.Chromium.*/SingletonSocket`. The save failed three
times with `remote_workspace_archive_unsafe_symlink`
(`native_workspace_sync_out_retry_exhausted`). System recovery then
tried six more times. It recorded each failure as `export_interrupted`
with cause `provider_error`, became `exhausted`, and gave the hold to
the board. The task and its parent stayed blocked.

**Expected behavior**
The save succeeds for an ordinary workspace that contains symlinks.
Links inside the workspace stay links. Absolute and escaping links are
dropped and recorded, and are never followed. Holds that an earlier
release exhausted recover automatically after deploy.

**Steps to reproduce**
1. Create a workspace with `node_modules/.bin/tool -> ../tool/cli.js`,
an absolute link to a file outside the workspace, and a link `escape ->
../outside/file`.
2. Capture it with `captureRemoteWorkspaceArchive` (or the serialized
sandbox helper).
3. Before this change, the capture fails with
`remote_workspace_archive_unsafe_symlink`.

## What Changed

- `remote-workspace-snapshot-archive.ts`: capture records an absolute or
escaping symlink in the manifest `excluded` list and omits it, instead
of failing the save. It never follows a link. Confined links are kept.
Restore validation is unchanged and still refuses an archive that names
an outside link.
- Added `REMOTE_WORKSPACE_CAPTURE_POLICY_VERSION = 2`. Each new system
recovery generation records `capturePolicyVersion`. Generations without
the field count as version 1.
- New `workspace-recovery-capture-policy.ts`: an exhausted save whose
last failure was in `preserve_files` (`export_interrupted`) under an
older capture policy gets one new bounded generation. Restore refusals
(`archive_unsafe`) are not re-armed, because restore validation is
unchanged. It shares the run-over guard (`sourceRunProvablyOver`) with
the stop-proof re-arm. It writes a `capturePolicyRecovery` marker and
`issue.workspace_recovery_rearmed` activity with reason
`capture_policy_changed`. The new generation has the current version, so
the rule cannot repeat for it.
- The recovery worker discovers these holds
(`capturePolicyRearmPendingCondition` in `nextWorkspaceRecoveryAt` and
the obligations query).
- Docs: `doc/native-workspace-finalization-recovery.md` (symlink policy)
and `doc/execution-semantics.md` (capture-policy re-arm).

Previous-release story: archives saved by the previous release never
contain outside links, and restore of them is unchanged. Recovery state
saved by the previous release has no `capturePolicyVersion`; it is read
as version 1 and, if exhausted in `preserve_files`, is re-armed once on
the first worker pass after deploy. No migration is needed. A capture
already in flight at the cutover uses the helper that its operation
installed; the next attempt installs the new helper.

## Verification

Red before the fix (same tests, unfixed code):

- `remote-workspace-snapshot-archive.test.ts` "keeps confined links and
drops outside links" (local and serialized helper): failed with
`remote_workspace_archive_unsafe_symlink`.
- `remote-workspace-transport.test.ts` "saves a workspace with outside
links through the sandbox helper" (split and Daytona one-shot output):
failed with `remote_workspace_archive_unsafe_symlink`.
- `workspace-recovery-capture-policy.test.ts` "retries once under the
new policy": failed, because the worker did not discover the exhausted
hold (`nextWorkspaceRecoveryAt` returned null).

Green after the fix:

- `npx vitest run --root server
src/services/remote-workspace-snapshot-archive.test.ts
src/services/remote-workspace-transport.test.ts
src/services/workspace-recovery-capture-policy.test.ts`: 271 passed.
- The recovery test uses the exact staging evidence shape (6 attempts,
`export_interrupted`, `provider_error`, board owner, no policy version).
It ends `complete` and `recovered`, saves a snapshot, and leaves the
source untouched.
- Safety cases: the archive does not contain the outside bytes; restore
refuses a hand-made archive with an escaping link; a hold exhausted
under the current policy is not re-armed and no sandbox resume is
attempted.
- `npx tsc --noEmit -p server/tsconfig.json`: clean.
- `pnpm verify`: see CI for the broad selection.

## Risks

- A tracked symlink that is absolute or escaping is now omitted. After
restore it shows as a deletion in `git status`. Before, the whole save
failed.
- On deploy, every hold exhausted in `preserve_files` with
`export_interrupted` gets one more bounded recovery generation,
including holds that failed for provider reasons. This is one generation
per hold per policy version.
- The manifest exclusion label stays
`paperclip.remote-workspace-exclusions.v1`. Workspaces that the old
policy accepted produce the same manifest, so unchanged-snapshot reuse
still works.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 12:51:29 -06:00
DottaandClaude Opus 5.5 8e4c5e81b9 perf(issues): read created-from tasks by index and inbox review waits by page (#20573)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task page shows "Created from this task". The inbox shows
blocked-inbox attention for a page of tasks.
> - On a hosted database, the created-from list ran about 4,000 times in
one afternoon at about 499 ms each. The task page sends it each time a
task opens.
> - Its filter was an `OR` of three provenance paths over the list's own
rows. PostgreSQL could not use an index for it. It read every task of
the company and tested each one, with the list's other per-row
conditions (such as the chat conversation state subquery).
> - The blocked-inbox attention map also read external review waits for
every in-review task of the company, not only for the tasks of the page.
> - This pull request reads created-from tasks from three index probes,
and reads review waits only for the in-review tasks that can change a
finding of the page.
> - The benefit is less database work on each task open and each inbox
page. The responses stay the same.

## Linked Issues or Issue Description

Refs #20400 (shares review-wait reads between the attention maps of one
request).
Refs #20551 (authorizes the review waits of a page with one read; this
change narrows the waits that the page asks for, and adds a test that
pins the batched read).
Refs #13241 (adds the created-from list).

**What happened**

- `GET /api/companies/:id/issues?createdFromIssueId=…` used
`createdFromIssueCondition`. Its filter was `origin_issue_id = source OR
(origin_issue_id IS NULL AND origin_run_id IN source runs) OR (… AND
EXISTS creation activity of a source run)`. The `OR` stops index use, so
the statement read every task of the company. The list's other
conditions, which include the chat conversation state subquery, ran for
each task before the task was excluded.
- `listIssueBlockedInboxAttentionMap` read review waits for every
in-review task of the company graph. The caller uses the findings of the
page rows only.

**Expected behavior**

The created-from list reads only the created tasks. The blocked-inbox
map reads review waits only for in-review tasks that the liveness
classifier can read for a page row. The rows, the order, and the
attention values do not change.

**Steps to reproduce**

1. Use a company with tens of thousands of tasks, runs, and activity
rows.
2. Open a task page. Look at the created-from list statement: it reads
the full task set of the company.
3. Open an inbox page with blocked-inbox attention. Look at the
review-wait read: it gets the ID of every in-review task of the company.

## What Changed

- `server/src/services/issue-creation-origin.ts`:
`createdFromIssueCondition` is now `issues.id <> source AND issues.id IN
(three branches)`. Each branch starts from an index:
  - recorded origin task: `issues_company_origin_issue_idx`;
- legacy origin run: the source task's runs
(`heartbeat_runs_company_origin_issue_idx`), then the new partial index
on `issues (company_id, origin_run_id)`;
- creation activity: `activity_log_run_id_idx` for the source runs, then
the task by primary key.
The precedence does not change: a recorded origin task wins, the run
path applies only without one, and the activity path applies only
without both. The activity path matches only an `entity_id` that is the
canonical text of the task ID, as before (it also compares `id::text =
entity_id`).
- `packages/db`: add `issues_company_legacy_origin_run_idx` on `issues
(company_id, origin_run_id) WHERE origin_issue_id IS NULL AND
origin_run_id IS NOT NULL`. Migration `0461` creates it with `CREATE
INDEX CONCURRENTLY IF NOT EXISTS` and is registered with the other
concurrent migrations. `doc/DATABASE.md` documents the index and the
benchmark command.
- `server/src/services/issues.ts`: add `blockedInboxReviewWaitIssueIds`.
It returns the in-review tasks in the blocker closure of the page rows.
The blocked-inbox map reads review waits only for these tasks. The
liveness classifier reads a wait only for a row or for a blocker that it
reaches from a row, and the caller reads only the findings of the rows.
The classifier does not change.
- Tests:
- `issue-created-from-routes.test.ts`: new cases for precedence in both
directions, a source-run comment, an activity row whose task has another
origin run, a non-canonical and a non-UUID activity entity ID, the
source's own creation activity, and other-company rows.
- `blocked-inbox-review-wait-scope.test.ts`: the narrowed set for
chains, cycles, shared blockers and off-page tasks. The rows get the
same findings with the narrowed waits as with the waits of every
in-review task, and each narrowed wait is needed.
- `issue-list-review-wait-authorization.integration.test.ts`: on real
PostgreSQL with two authorized waits, `listExternalReviewWaits` and one
issue-list request with blocked-inbox attention each send one bound-run
message-link statement. With the per-wait authorization from before
#20551, both tests fail (2 statements).
- `scripts/benchmark-created-from-issues.ts`: local benchmark. It loads
the baseline `issues.ts` and `issue-creation-origin.ts` from a pinned
commit, asserts identical complete row payloads, and reports alternating
timings and `EXPLAIN (ANALYZE, BUFFERS)`.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-created-from-routes.test.ts
src/__tests__/blocked-inbox-review-wait-scope.test.ts
src/__tests__/issue-list-review-wait-authorization.integration.test.ts
src/__tests__/agent-task-hierarchy-depth.test.ts
src/__tests__/issue-blocker-attention.test.ts
src/__tests__/issue-list-assignee-filter-routes.test.ts
src/__tests__/issues-parent-id-alias.test.ts
src/__tests__/batched-chat-authorization.integration.test.ts
src/__tests__/issue-liveness.test.ts` passes (126 tests). One timing
test in `issue-list-assignee-filter-routes` failed one time under
machine load and passed on rerun.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/db check:migrations` pass.
- `pnpm verify` asks for broader verification because the change adds a
file under `scripts/`. Required CI supplies that coverage.
- Benchmark: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-created-from-issues.ts --baseline-ref=bd30ef8510`

Fixture (synthetic, local PostgreSQL 18.1): one company with 30,000
tasks (10,628 with a recorded origin task, 10,445 with only a legacy
origin run), 60,030 runs with wide context snapshots (145 MB), and
261,079 activity rows; a second company with 10,000 tasks and 20,000
runs. The busy source task has 63 created tasks through all three paths,
plus decoys. The quiet source task has 3. The UI's page: `sortField=id`,
`asc`, `limit=500`, routine executions included. Both versions return
identical complete payloads. 9 alternating pairs after 2 warm-up pairs:

| Case | List statement before | List statement after | List call
before, median (min to max) | List call after, median (min to max) |
| --- | --- | --- | --- | --- |
| Busy source (63 tasks) | 234.9 ms, 47,437 buffers | 0.90 ms, 437
buffers | 156.0 ms (114.5 to 480.7) | 31.6 ms (19.9 to 62.7) |
| Quiet source (3 tasks) | 90.7 ms, 47,413 buffers | 0.25 ms, 46 buffers
| 126.1 ms (90.6 to 300.4) | 10.5 ms (7.2 to 26.1) |

The list call time includes the enrichment reads (labels, runs,
attention), which do not change.

Inbox page (50 open tasks, blocked-inbox attention): the review-wait
read goes from 2 statements with 1,215 parameters (every in-review task
of the company) to 1 statement with 31 parameters. The page time does
not change in this fixture (median 801 ms before, 873 ms after, both
with a wide spread), because the fixture has no review waits and the
other graph reads of the map are most of the time. With real waits, the
server does an inherited GitHub review read for each wait it finds, so
the gain grows with the number of off-page waits.

Migration timing (local PostgreSQL 18.1): `0461` (measured as the same
statement under its earlier number) on 500,000 tasks (846 MB, 20
companies, one third with a legacy origin run) takes 1.6 s. The index is
12 MB.

## Risks

- The new index adds a small write cost to tasks with only an origin
run. New tasks with a source task record `origin_issue_id`, so the index
holds mostly older tasks. The migration does not lock writes.
- The created-from rewrite must keep the same rows. The new tests and
the benchmark payload check cover precedence, company scope, and ID text
forms. Visibility and read filters are the list's other conditions and
do not change.
- The review-wait narrowing depends on the liveness classifier reading
waits only for rows and their blocker chains. A unit test compares the
findings of the rows with full and narrowed waits. A future classifier
change that reads waits of other tasks must update
`blockedInboxReviewWaitIssueIds`. The function comment says this.
- The local timings are synthetic. Hosted acceptance needs a fresh
query-statistics window after deployment.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 12:38:51 -06:00
DottaandPaperclip 12f70d0d4c Keep Slack form custody and receipt transfer durable (#19825)
## Thinking Path

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

## Linked Issues or Issue Description

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 12:17:50 -06:00
DottaandClaude Opus 5.5 1805a1d247 perf(workspaces): probe workspace run bindings through indexes (#20568)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The terminal workspace sweep checks each Git workspace for recent
activity and for live consumers before it expires or moves the workspace
> - These checks find the runs of a workspace with one SQL scope,
`expirationScope`. The scope used one `OR` over all run bindings, and
one branch decoded the context JSON of each run
> - PostgreSQL could not use an index for that `OR`. Each check read
every run of the company and its large context from TOAST. On a hosted
database, each call took 2 to 5 seconds, about 5,200 s in total in one
window
> - This pull request splits the scope into one index probe per binding
and adds one concurrent expression index for the legacy
`executionWorkspaceId` context key
> - The benefit is that each check reads a few index entries instead of
all company runs. The cleanup decisions do not change

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The workspace activity and cleanup-safety checks:
`gitWorkspaceLastActivityAt`, `isGitWorkspaceExpirationEligible`,
`workspaceMoveEligible` and the orphan-folder consumer check. All of
them use `expirationScope` in
`server/src/services/git-workspace-expiration.ts`.

**Subsystem affected**
Execution workspace cleanup in the server
(`git-workspace-expiration.ts`, `isolated-repository-rehome.ts`,
`isolated-task-directory-retention.ts` through the shared scope) and the
`heartbeat_runs` schema in `packages/db`.

**Current behavior**
The `relevant_runs` CTE selects company runs where any of these is true:
`issue_id` or `native_issue_id` is in the issue tree or the bound
issues, the run is a bound issue's checkout or execution run, or the
context JSON has a matching `issueId`, `taskId` or
`executionWorkspaceId`. The planner does one sequential scan of the
company runs and reads each context from TOAST. The cost grows with the
run history of the company, not with the size of the workspace.

**Proposed behavior**
Each binding is a separate index probe. The `UNION` of run IDs goes to a
primary-key probe. The SQL gives the same rows.

**Reason and benefit**
Local SQL measurements show a 34x to 169x decrease in time. The decrease
grows with the run history (see Verification).

## What Changed

- `expirationScope` builds `relevant_runs` from a `UNION` of index
probes, one for each binding. The key sets go in as arrays (`=
ANY(ARRAY(...))`). With `IN (subquery)`, the planner chose a hash join
over a full scan, because it does not count the cost of reading TOASTed
contexts.
- The legacy context keys use `context_snapshot ->> 'key'`. This
expression matches the existing indexes
`heartbeat_runs_company_ctx_issue_created_idx` and
`heartbeat_runs_company_ctx_task_created_idx`. For a non-object context,
`->>` gives `NULL`, as the strict JSONPath decode did. Such a run can
still match through a native binding.
- New partial index `heartbeat_runs_company_ctx_execution_workspace_idx`
on `(company_id, context_snapshot ->> 'executionWorkspaceId') WHERE
context_snapshot ? 'executionWorkspaceId'`. The query repeats the
predicate. For an array context, `?` can be true, but `->>` gives
`NULL`, so the result does not change. The index is partial so that it
serves only this probe. A full index that starts with `company_id` made
the planner choose it for an unrelated company-scoped query. Migration
0460 builds it with `CREATE INDEX CONCURRENTLY IF NOT EXISTS`. The
migration is in the list of migrations that run outside a transaction.
- New tests: a legacy `issueId` or `executionWorkspaceId` binding on a
run that is bound to a different issue still blocks cleanup. A plan test
with `enable_seqscan = off` checks that no binding scans
`heartbeat_runs` and that the three context indexes are used.
- The benchmark script `scripts/benchmark-workspace-activity.ts` gets a
`--runs-per-workspace` option. Unrelated fixture runs now have distinct
context IDs, as real history does.
- `doc/DATABASE.md` describes the probes and the new index.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/git-workspace-activity.test.ts
src/__tests__/native-harness-backup-expiration.test.ts`: 132 of 132
tests pass. The second file checks that the native session index stays
the planner's choice for its query. These include the existing route
matrix (root, child, bound, native, context issue, context task, context
workspace, checkout, execution run), exactly-once counts, malformed and
uppercase contexts, company isolation, controller leases and lease
vetoes.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/db check:migrations` pass.
- Benchmark (local SQL measurement, PostgreSQL 18.1, synthetic fixture,
8 workspaces per sample, before and after alternate in each iteration).
The script compares the complete ordered caller results and the complete
`relevant_runs` multisets of the baseline and treatment. They are equal
in every run.

`pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-workspace-activity.ts --baseline-ref=origin/master
--runs-per-workspace=<N>`

| Fixture | Check | Before median (min–max) | After median (min–max) |
Speedup |
  | --- | --- | --- | --- | --- |
| 4,800 runs, 330 MB | last activity | 523 ms (460–598) | 12 ms (8–15) |
44x |
| 4,800 runs, 330 MB | eligibility | 452 ms (432–473) | 13 ms (11–15) |
34x |
| 4,800 runs, 330 MB | idle eligibility | 465 ms (442–573) | 12 ms
(10–13) | 40x |
| 24,000 runs, 1.7 GB | last activity | 2,240 ms (2,214–2,454) | 13 ms
(11–14) | 169x |
| 24,000 runs, 1.7 GB | eligibility | 2,245 ms (2,097–2,377) | 17 ms
(14–19) | 133x |
| 24,000 runs, 1.7 GB | idle eligibility | 2,196 ms (2,179–2,381) | 15
ms (13–18) | 143x |

Before: one `Seq Scan` on `heartbeat_runs`. After:
`heartbeat_runs_company_issue_created_idx`,
`heartbeat_runs_company_native_issue_contract_id_uq`, the three context
indexes and `heartbeat_runs_pkey`.
- Index build time: on a synthetic table with 200,000 runs and 8 KiB
contexts (1.8 GB), the full form of this index took 3.7 s to build
concurrently and used 15 MB. The partial index reads the same rows and
holds only runs that have the key.

## Risks

- Cleanup safety: a wrong "allowed" result could delete an active
workspace. The scope keeps every binding of the old query. The benchmark
checks exact equality of the run sets, and the existing tests check each
binding route and each veto.
- Migration: the index build reads every run context once. It runs
concurrently and does not block writes. Until migration 0460 builds the
index, the new query is still correct but the `executionWorkspaceId`
probe scans.
- Plan choice: the array form makes index probes the cheapest plan for a
small tree. A very large issue tree gives a large array, but each
element is still one index probe.
- The sweep frequency does not change. This pull request reduces only
the cost of each check.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 12:17:46 -06:00
Nicky Leach 17136a6c25 fix(runtime): persist managed Runner credential refreshes across execution targets (#20580) 2026-11-10 10:15:29 -08:00
DottaandClaude Opus 5.5 1b7ec13acb perf(native): default remote sandbox runs to a warm, reusable sandbox for measured harnesses (#20048)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can run in remote sandboxes (Daytona), where each turn needs
the task's workspace and a runner inside the sandbox
> - With a default environment, every remote turn got a brand-new
sandbox: the whole workspace was uploaded again and a new runner
started, even for a follow-up comment
> - In a paperclip-sized workspace that made a follow-up take 30 s to
first token, against 8–10 s with a reusable warm sandbox
> - This pull request makes an agent that never chose a lifecycle run
warm on a sandbox for the measured harnesses (Codex, OpenCode, Claude),
so a follow-up keeps its sandbox, runner and workspace
> - The default applies only where warm can work: a sandbox provider
that keeps reusable leases, and a managed AI account that supports a
warm session. Everywhere else the run is per-turn, exactly as before
> - The benefit is fast remote follow-ups by default, without
re-uploading a large repository every turn

## Linked Issues or Issue Description

**What happened?**
On Daytona, with a fresh paperclip clone as the project workspace, a
follow-up comment took 30 s to its first token. The run log showed
`environment: fresh/created` on every follow-up. It spent 13.3 s in
`workspace_sync.transfer`, a full upload into the new sandbox, and 8–9 s
in `runner.session.resume`.

**Steps to reproduce**
1. Create a Daytona environment with the defaults: lifecycle inherited,
lease reuse off.
2. Run a Codex task in a large repository, then post a follow-up.
3. The follow-up gets a new sandbox, uploads the whole workspace again
and starts a new runner.

**Expected behavior**
A follow-up on the same task reuses the live sandbox, its runner and its
workspace (plan rule 2: no full re-upload per turn).

## What Changed

- **One rule for the default.** `defaultsRemoteSandboxRunToWarm`
(`native-runtime/native-warm-capability.ts`) decides the remote-sandbox
warm default for both the lease (environment view) and the runner
(native session policy), in one vocabulary (runtime backend plus ACPX
agent). It is applied only when no lifecycle was chosen anywhere:
admitted session, environment `runnerLifecycleMode`, or agent
`lifecycleMode`. It holds only when:
  1. the harness is measured (Codex, OpenCode, ACPX Claude);
2. the sandbox provider keeps reusable leases (Daytona, CreateOS and
boxd declare them; E2B, Modal and the built-in `fake` do not); and
3. with a managed AI account, that harness supports a managed warm
session (`supportsManagedNativeWarmSession`: Codex).
- **The harness resolves as the runtime resolves it.**
`resolveWarmProviderSelection` uses
`resolvePaperclipRunnerProviderProfile`, so an omitted `provider` is
Codex and ACPX without an agent is Claude, in both decisions. A config
the runtime would refuse gets no default.
- **Lease side** (`runner-environment-lifecycle.ts`,
`environment-run-orchestrator.ts`): for an eligible run only, the
orchestrator asks the provider before acquisition
(`providerSupportsReusableLeases` in `environment-runtime.ts`: the
acquisition rule, one registry lookup for a plugin provider, no
worker-ready wait). With support, the run-scoped view sets `reuseLease:
true` and forwards the warm idle window to the provider's auto-stop. The
shared environment is never rewritten. Every other run resolves exactly
as on master, without the probe.
- **Runner side** (`native-lifecycle.ts`, `runtime-selection.ts`): the
native policy applies the same rule to the acquired lease
(`reusableLeaseConfigured && effectiveCapabilities.reusableLeases`). If
acquisition downgrades the lease anyway, the run falls back to per-turn;
a default never produces
`runner_warm_environment_requires_reusable_lease`.
- **Idle window.** The remote default uses the window the environment
view forwards to the provider: an inheriting environment's
`runnerIdleTimeoutMs`, then the agent's `idleTimeoutMs`, then 5 minutes.
The sandbox execution target now carries the environment's window
(`runnerIdleTimeoutMs`, an optional field in `adapter-utils`'s execution
target) so the runner and the provider auto-stop agree. An explicit warm
choice and the local default are unchanged.
- Unchanged: explicit agent choices, environments that pin a lifecycle,
plugin-task environments, admitted sessions (`persistedPolicy`), and
local behavior.
- `tests/restart-chaos`: the vCPU budget check counts `--daytona-inherit
--lifecycle default` sandboxes as retained, because they now default to
warm.
- `doc/plans/2026-11-08-large-workspace-speed.md`: the measurements, the
ranked waits, and the gate.

## Verification

- Unit and integration tests, one per rule:
- Rule 1 (provider gate): `native-lifecycle.test.ts` (ephemeral lease →
per-turn), `runner-environment-lifecycle.test.ts` (no reusable leases →
environment unchanged, no warm window),
`environment-runtime-reusable-lease-probe.test.ts` (`fake`, an
undeclared plugin, a declared plugin whose worker does not verify the
reuse methods, and a plugin without a running worker read false),
`runtime-selection.test.ts` ("defaults an agent without a lifecycle on
...": reusable → warm/keep_running; reuse configured on an unsupported
provider → per_turn/destroy_after_turn; ephemeral → per_turn),
`environment-run-orchestrator.test.ts` (probe result decides
`reuseLease` and the forwarded window).
- Rule 2 (explicit configuration wins): explicit per-turn agent, pinned
environment, admitted session, configured `idleTimeoutMs`, managed
Claude per-turn, managed Codex warm; the orchestrator does not probe
when a lifecycle is explicit.
- Rule 3 (omitted provider): `{}` resolves to Codex in the environment
view; `runtime-selection.test.ts` "agrees with the environment view's
lease for ..." feeds the environment view's lease into selection for
Codex, a provider-less Codex agent, OpenCode, ACPX Claude, ACPX without
an agent, and Copilot (per-turn), and checks both decisions agree. A
plugin-task target stays out of the default.
- The two suites that failed on the previous head
(`runtime-selection.test.ts`,
`workspace-recovery-preparation-dispatch.test.ts`) pass locally.
Locally, 6 connector-skill cases in `runtime-selection.test.ts` fail
with `ENOENT .claude/skills/slack/SKILL.md` because this checkout is a
nested worktree; they do not touch this change and pass in CI.
- End-to-end check of this default on Daytona (before the gate was
added; Daytona keeps reusable leases, so the gate does not change this
path): a user-default environment (lifecycle inherited, lease reuse
unset, `--daytona-inherit`), a fresh paperclip clone, built from the
image's source revision with this change (branch measure/remote-warm).

  | | Before (per-turn sandbox) | After (this change) |
  |---|---|---|
  | Follow-up, Codex | 30.4 s | 7.6 s |
  | Follow-up, Claude | about 30 s | 11.0 s |
  | First follow-up after an idle K1, Codex | 45.9 s | 20.3 s |
  | First follow-up after an idle K1, Claude | 38.3 s | 18.3 s |

The run-log reuse records show the follow-ups reusing the workspace,
environment, runner and provider session, with no
`workspace_sync.transfer`. First turns still upload the workspace once
(14.8 s and 26.1 s). Every sandbox was cleaned up.
- Daytona restart chaos wave (K1/K2/K4 with a mid-run comment,
inheriting environment, agents with no lifecycle, runner image built
from this branch): wave `w-20261110T171438-s20048`, seed 20048, on
b7f6243d60 with image `paperclip-daytona-runner@sha256:76a33275…6fe29`
(built from this branch by the `image_only` runner workflow; runner
content id `ed503454…a479` matches every later commit here, which change
only server, adapter-utils types and tests). `--daytona-inherit
--lifecycle default --adapters codex,claude --workloads A1,C1 --triggers
time,comment --faults K1,K2,K4 --tasks 6 --concurrency 3`.
- **6/6 tasks pass** (R1–R6 and T), all 6 crossed a restart; cells:
Codex A1 K2, Codex A1 K4, Claude A1 K4, Claude C1 K1, Claude C1 K4,
Codex C1 K2 at the mid-run comment. **No task needed Retry** (R3 n/a on
every task; one Claude task recovered automatically from
`process_lost`). No open signatures, 0 speed breaches.
- The default applied: the R6 sweep found 6 retained reusable leases
(one per task, Daytona keeps them) and no orphan or leaked sandbox; the
environment was deleted cleanly.
- Timings (Daytona, first turns, n=3 each): TTFT p50 Codex 21.9 s,
Claude 31.0 s. Restart recovery p50/p95: Codex 10.5 s / 29.6 s (n=3),
Claude 8.8 s / 23.9 s (n=2). Warm follow-up TTFT has no clean sample in
this wave (both follow-ups were crossed by a fault), so the follow-up
comparison above (30.4 s → 7.6 s Codex, ~30 s → 11.0 s Claude) remains
the speed evidence; no separate per-turn chaos wave was run.
- An earlier attempt, `w-20261110T170357-s20048`, never started tasks:
the first sandbox from the new image stayed `creating` past the
harness's 300 s Codex qualification bound (Daytona building the new
snapshot). It left one sandbox that the harness reported after deleting
the environment; the rerun on the cached snapshot is the wave above.
- The idle-window fix (9a74116082) landed after the wave; it changes
only runs whose inheriting environment sets `runnerIdleTimeoutMs`, which
this wave's environment does not.

## Previous-release story

No persisted state changes shape. A session admitted per-turn before
this change keeps its saved policy (`persistedPolicy` wins) until a new
session starts. A run in flight at the cutover keeps its admitted
lifecycle for recovery (`admittedLifecycleMode` wins in the environment
view).

## Cost and opt-out

- **Cost:** after a turn, the sandbox and its warm runner stay up for
the warm idle window (the environment's `runnerIdleTimeoutMs`, else the
agent's `idleTimeoutMs`, else 5 minutes). Then the controller suspends
the runner, and the provider auto-stop follows the same window. One idle
window per active task.
- **Opt-out:** set the agent's lifecycle to "Turn by turn"
(`lifecycleMode: per_turn`), or set the environment's
`runnerLifecycleMode` to `per_turn`. Either wins over this default.

## Reuse scope, restart and saved work

- **One lineage per sandbox.** The Daytona plugin keys a reusable lease
by the agent plus the execution workspace (or issue). Another task never
gets a sandbox holding a different task's files, and subtasks still get
fresh workspaces from the project base, so they get their own sandbox.
The workspace is adopted only after its stamp matches the host's.
- **After a restart,** a warm sandbox is reattached or replaced through
the existing warm recovery and owner fencing. A sandbox with a live
owner is never claimed twice. The Daytona chaos wave above checks this.
- **No lost work.** Each turn's workspace copyback
(`workspace_finalize`) runs at the end of the turn, before any idle
suspend, as for per-turn runs.

## Risks

- **Cost:** an idle sandbox stays up for the warm idle window (5
minutes) after a turn, then suspends. Only on providers with reusable
leases.
- **Probe cost:** one plugin-registry lookup before acquisition, only
for runs the default can apply to. No wait for a worker: a provider
whose worker is not running yet reads as unsupported, so that run is
per-turn.
- **Known gap (pre-existing, not widened):** with an explicit agent warm
choice on an inheriting environment that sets `runnerIdleTimeoutMs`, the
provider gets the environment's window while the host uses the agent's,
as on master.
- **Restart behavior on warm remote sandboxes** uses the existing warm
recovery paths. The Daytona chaos wave above checks K1, K2 and K4.
- Sessions admitted per-turn before this change stay per-turn until a
new session starts.
## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:49:14 -06:00
DottaandClaude c37eacbee3 fix(native): Retry re-finalizes a saved result that ran out of finalization retries (#20578)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

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

---------

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

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

## Linked Issues or Issue Description

Fixes #20459.

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 17:38:31 +00:00
DottaandClaude Opus 5.5 d5c1f48180 perf(native): index the backup lease lookup by scope digest (#20571)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native harness backup expiration removes old session backups. Before
it removes a backup, it finds the environment leases that reference the
backup root
> - This lookup reads leases by run ID, by the
`metadata.nativeHarnessBackup.sessionScopeSha256` digest, or by the
identity's own lease ID, in one `OR` query
> - The metadata arm has no index. So PostgreSQL reads every lease of
the company, and the metadata of each lease, for each lookup
> - On a hosted test database, this statement ran 21,736 times at a mean
of 158 ms in one window. After other fixes, it still ran 2,364 times at
a mean of 121 ms
> - This pull request adds a small partial expression index on the
digest
> - The benefit is that each lookup reads a few index entries instead of
all company leases. The query text and the result do not change

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The lease lookup in `backupDependencies` in
`server/src/services/native-runtime/native-harness-backup-expiration.ts`.
`reconcileBackup` calls it for each backup root when the expiration
worker loads or checks a root.

**Subsystem affected**
Native harness backup expiration and the `environment_leases` table
schema.

**Current behavior**
The query is `company_id = $1 and (heartbeat_run_id in (...) or
metadata->'nativeHarnessBackup'->>'sessionScopeSha256' = $n or id =
$m)`. The run arm and the ID arm have indexes. The digest arm has no
index. A `BitmapOr` plan needs an index for every arm, so the planner
reads all company leases and evaluates the JSON expression on each row.
Lease metadata holds sandbox details, so these reads are large.

**Proposed behavior**
The partial index `environment_leases_native_backup_scope_idx` keys
leases by the digest. It holds only leases that have a backup stamp.
Every arm of the `OR` now has an index, and the planner combines three
index probes. The SQL and the returned lease IDs do not change.

**Reason and benefit**
This statement was in the top ten by total database time on a loaded
hosted database. A local reproduction shows a query that is more than
6,000x faster and reads 9 buffers instead of about 436,000.

**Breaking changes**
None. The API, the lease-matching rules and the results do not change.

## What Changed

- Add the partial expression index
`environment_leases_native_backup_scope_idx` on
`(metadata->'nativeHarnessBackup'->>'sessionScopeSha256')`, where that
value is not null.
- Add migration `0459`. It uses `CREATE INDEX CONCURRENTLY IF NOT
EXISTS`. The migration runner runs it as a top-level statement, the same
as migrations 0454–0458.
- Add a regression test. It checks the lease-matching rules: run leases,
a lease with only the backup stamp, and the identity's own lease match.
Another digest, a non-string stamp, a top-level key with the same name,
and the same digest in another company do not match. The test also
checks that the custom plan and a forced generic plan of the generated
SQL use `BitmapOr` with the new index and no sequential scan.
- Add `scripts/benchmark-environment-lease-backup-lookup.ts`. It
captures the SQL that the real service generates and measures it with
and without the index.
- Document the index in `doc/DATABASE.md`.

## Verification

Cause and thesis. The cost comes from the one `OR` arm without an index,
which forces a scan of all company leases and their metadata. Thesis: an
index on the digest lets the planner use a `BitmapOr` of three index
probes, so the cost no longer depends on the company's lease count. The
results stay identical. The benchmark confirms the thesis.

I did not change the SQL. With the index, the existing `OR` query
already gets the index plan. A `UNION` rewrite would not help without
the index, because the digest arm would still scan the company.

Local SQL benchmark:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-environment-lease-backup-lookup.ts
```

Fixture (synthetic): one company with 100,000 leases with 4 KiB of
incompressible metadata each. 30% of the leases have a backup stamp for
another session. A second company has 20,000 leases. The table is 678
MB. The backup root has 3 run leases, 1 lease with only the stamp, and 1
identity lease. The same digest is also in the other company. Embedded
PostgreSQL 18 on an Apple laptop, which other work loaded heavily. The
hosted database is Neon with different compute, so absolute times are
local SQL measurements only.

The script measures in the order: no index, index, no index, index. Each
measurement has 2 warmups and 11 samples of `EXPLAIN ANALYZE` execution
time and of the full `reconcileBackup` call.

| Measurement | Without index | With index |
| --- | --- | --- |
| Lease query execution, run 1 | median 196 ms (138–562 ms) | median
0.010 ms (0.007–0.017 ms) |
| Lease query execution, run 2 | median 185 ms (144–295 ms) | median
0.030 ms (0.020–0.045 ms) |
| `reconcileBackup` wall time (includes file reads), runs 1 and 2 |
median 188 ms and 216 ms | median 1.4 ms and 4.2 ms |
| Plan | `Gather > Seq Scan` | `Bitmap Heap Scan > BitmapOr` of
`heartbeat_run_idx`, the new index and `pkey` |
| Buffers | 365,880 hit + 70,050 read | 9 hit |

These numbers are from head `65bd9d7ac6`. The final head only renumbers
the migration to 0459 after rebases; the SQL, the index and the service
code are the same. Two earlier runs on the same fixture, SQL and index
gave 236–425 ms without the index and 0.023–0.033 ms with the index. The
machine had heavy load from other work, so the spread without the index
is wide. Output check: in all four measurements, the service returned
the same 5 lease IDs, and the complete query rows were equal.

Index build (`CREATE INDEX CONCURRENTLY` from the migration file):
0.8–2.4 s for the 678 MB table over all runs. Index size: 3.4 MB with
30% of leases stamped.

Tests:

- `cd server && npx vitest run
src/__tests__/native-harness-backup-expiration.test.ts`: 109 passed. The
new test failed when I dropped the index before the plan check
(confirmed red), and it passes with the index.
- `pnpm --filter @paperclipai/db check:migrations`: passed.
- `pnpm --filter @paperclipai/db typecheck` and `pnpm --filter
@paperclipai/server typecheck`: passed.
- `pnpm verify`: it asks for broader coverage (exit 2) because of the
new script. See the CI results for this head.

## Risks

- Migration time. A concurrent index build reads the full
`environment_leases` table and does not block writes. Locally, the build
took 0.8–2.4 s for 678 MB. The time grows linearly with the table size.
I did not time it on a production-size clone. I expect a few seconds to
tens of seconds on a large instance, which is in the 1–2 minute budget.
This estimate is not proven.
- If the build stops, PostgreSQL can leave an invalid index. The
migration runner repairs invalid concurrent indexes when it runs again,
and `IF NOT EXISTS` makes a rerun safe.
- The index expression must stay textually equal to the query
expression. If someone changes the JSON path, the planner cannot use the
index. The new test catches this for custom and generic plans.
- The index is partial, so ANALYZE does not collect statistics for the
expression. The planner uses the default equality estimate. On the large
fixture and in the small test, the planner still selects the index plan.
A company with very few leases can still get a sequential scan, which is
cheap.
- Each lease write with a backup stamp writes one more small index
entry. The write cost is small.
- This change does not reduce how often the worker calls the lookup. It
makes each call cheap. The other digest lookups in backup retention
(`native-harness-backup-retention.ts`) and session retention checks can
also use the index.
- Previous-release story: no persisted state changes. The index is
derived from existing lease metadata.
- The hosted improvement is not verified until deployment. After
deployment, compare a new query-statistics window for this statement.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, local PostgreSQL benchmarks).

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:30:05 -06:00
DottaandClaude Opus 5.5 6ed6b0754b perf(recovery): probe recovery source runs and stale-continuation runs by key (#20584)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The workspace recovery worker saves the files of failed runs. After
each pass, it reads the time of its next deadline
(`nextWorkspaceRecoveryAt`)
> - That read finds the source run, its finalizer and its leases with
`id::text = evidence->>'runId'`. A text comparison cannot use a key.
Each exhausted hold read every run, finalizer and lease of its company
> - On a hosted staging database this statement used about 4 s per call
(21 calls in the sample window). The cost grows with exhausted holds
multiplied by the company's run count
> - The ownership reconciler's stale-continuation check
(`checkStaleDroppedComments`) has the run lookup shape that #20412 fixed
in the lost-wake check: one OR across the legacy context and the native
column
> - This pull request compares the run id as a canonical uuid, and it
gives the stale-continuation check the per-binding run probes from
#20412
> - The benefit is the same recovery decisions with index-driven work:
11 s to 93 ms for the deadline read on a representative local fixture

## Linked Issues or Issue Description

Refs #20412

**What happened?**

The workspace recovery deadline read was one of the most expensive
statements that remained on a hosted staging database after the fixes in
#20393, #20405, #20386, #20412, #20391 and #20400. Query statistics
showed about 4 s per call. The statement text starts with `select case
when (issue_recovery_actions.…`.

The statement evaluates the retained-source fallback and stop-proof
conditions for each recovery action. These conditions read the source
run (`heartbeat_runs`), its finalizer (`native_run_finalizations`) and
its leases (`environment_leases`) with `x.id::text =
evidence->>'runId'`. The cast prevents the use of the primary key.
PostgreSQL reads all rows of the company for each exhausted hold. The
worker's discovery (`retainedWorkspaceCandidates`) uses the same
conditions.

The stale-continuation check matched a task's runs with
`(context_snapshot->>'issueId' = issue OR native_issue_id = issue)`.
With the OR, PostgreSQL can join runs only by company. It also hashed
every wake request of the company for the stale-wake test.

**Expected behavior**

Each condition uses a key lookup. The worker and the reconciler make the
same decisions for the same saved state.

**Steps to reproduce**

1. Seed a company with a deep run history and a few thousand workspace
recovery actions. Let a few hundred be exhausted holds that stay active.
2. Call `nextWorkspaceRecoveryAt`.
3. The call takes seconds, and its time grows with holds multiplied by
runs. The benchmark below shows this.

**Paperclip version or commit**

Baseline: `8d2bf78323`.

**Deployment mode**

Server with PostgreSQL. The local proof uses disposable PostgreSQL 18.1.
Staging uses hosted PostgreSQL.

## What Changed

- `workspace-recovery-fallback-discovery.ts`: the source run, finalizer
and lease probes compare `id =
canonicalExecutionUuid(evidence->>'runId')`. The helper returns null
unless the text is the canonical lowercase uuid form. Thus the probe
matches exactly the rows that `id::text = evidence->>'runId'` matched.
The helper already exists in `execution-identity.ts`.
- `nextWorkspaceRecoveryAt` and worker discovery use these conditions.
Their SQL changes only in these probes.
- `checkStaleDroppedComments` reads in two stages. The first stage keeps
comments that a stale-continuation cancellation dropped and that no open
wake carries. The second stage applies the run probes. The run probes
use the `taskRuns` helper from #20412, which is now shared by both
checks. The stale-wake lookup ends with `offset 0`, so it stays a
per-comment index probe.
- The final `order by c.created_at limit N`, the projection and the
delivery check after the query do not change.
- Add `scripts/benchmark-recovery-status-checks.ts`. It loads the
changed files from an explicit baseline commit and from the working
tree. Before it records time, it compares every changed condition for
every recovery action, the complete service results and the positional
SQL rows.
- Add tests: each run binding in the stale-continuation check (native,
legacy, live run on either binding, wrong agent, wrong company, failed
run, run outside the comment time, closed by a person, open wake). Also
a test that a hold with a non-canonical saved run id is not discovered,
as before.
- Document both checks and the benchmark in `doc/DATABASE.md`.
- No schema change, index, migration, or new startup work.

## Verification

- `pnpm exec vitest run
src/__tests__/ownership-reconciliation-report.test.ts
src/services/workspace-recovery-fallback.test.ts
src/services/workspace-recovery-stop-proof.test.ts
src/__tests__/heartbeat-held-comment-wake.test.ts --maxWorkers=1` (from
`server/`).
- `pnpm --filter @paperclipai/server typecheck`.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-recovery-status-checks.ts --baseline-ref=8d2bf78323
--samples=7`

Benchmark setup: PostgreSQL 18.1 (embedded, local), `shared_buffers` 128
MB, `work_mem` 4 MB. All data is synthetic, with md5-hex filler. Each
fixture has two companies (full size and a quarter). Two warmup rounds,
then 7 timed samples for each arm, in alternating order. Each sample
runs the real service function and asserts the same result. These are
local SQL measurements on a shared machine, so the spread is wide.

Workspace recovery deadline (`nextWorkspaceRecoveryAt`). About 8% of
actions are exhausted holds that stay active. Some actions save a
non-canonical (uppercase) run id. Before timing, the benchmark compares
six conditions (fallback pending, due time, due; re-arm pending, due
time, due) for every action of the fixture.

| Fixture | Runs / actions / pending holds | Baseline median (min–max) |
Treatment median (min–max) | Shared buffers |
| --- | --- | --- | --- | --- |
| small | 6,500 / 255 / 36 | 50.9 ms (47–76) | 6.8 ms (6–8) | 19,133 →
1,075 |
| representative | 78,750 / 3,813 / 588 | 11,098 ms (8,277–12,790) | 93
ms (35–145) | 3,493,417 → 24,902 |
| deep history | 191,250 / 3,813 / 588 | 40,146 ms (31,190–52,521) | 40
ms (36–230) | 13,491,792 → 26,911 |

Stale-continuation check (`checkStaleDroppedComments`). The fixture is
pessimistic: more than half of recent comments on done tasks have a
stale cancelled wake. The table shows statement time from `EXPLAIN
ANALYZE` with default settings, and one statement run with
`enable_nestloop = off` (the company-only hash plan). The result is
checked as equal in both modes.

| Fixture | Runs / recent comments / reported | Statement, baseline →
treatment | Hash plan, baseline → treatment |
| --- | --- | --- | --- |
| small | 3,792 / 76 / 24 | 3.2 → 1.5 ms | 5.5 → 3.8 ms |
| representative | 75,406 / 1,125 / 200 (limit) | 34 → 26 ms | 66 → 25
ms |
| busy hour | 152,031 / 5,625 / 200 (limit) | 328 → 153 ms | 2,302 → 165
ms |

- Neutral path: the complete stale-continuation service call stays about
the same (busy hour 750 → 655 ms median). The per-comment delivery check
after the query (`deliveredQueuedCommentIds`) is most of that time. This
change does not touch it.

## Risks

- Low risk. Every predicate keeps the same logic. Only the probe shape
and the evaluation order change. The benchmark compares each changed
condition for every recovery action, including non-canonical saved run
ids, and the complete results of both checks.
- Previous-release story: no saved state, schema or identity changes.
Holds saved by older releases are read with the same rules, so they
carry forward unchanged.
- Rows with the same comment `created_at` have no defined order, as
before.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:12:41 -06:00
DottaandClaude Opus 5.5 be0d100a8b fix(native): settle cleanup-gate refusals after a completed turn without a dead-end Retry (#20572)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:09:59 -06:00
DottaandClaude Opus 5.5 d82e5efeb9 perf(ui): cut repeated reads while a task is open (#20563)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps an open task current with a shared company
websocket and with polling fallbacks
> - In a busy company, one open task sent 35 to 60 API requests in 17
seconds, and each request waits on the database
> - Most of these requests were repeated reads: task summaries 22 times,
the task run list 11 times, task browsers 6 times, and the 60 KB agent
list 6 times
> - The cause is not the open task. Other agents' run and task events
invalidate company-wide lists on every 300 ms batch, and the task view
polls runs and browsers on fixed intervals even while the websocket is
open
> - This pull request spaces company-wide refreshes, and it lets the
websocket replace run and browser polling while it is connected
> - The benefit is about 79% fewer reads from an open task in a busy
company, with the same polling fallback when the connection is down

## Linked Issues or Issue Description

Refs #17608
Refs #9627

**What happened?**

An open task in a busy company sent the same reads again and again. In
one 17-second visit, the UI requested `issues/summaries` 22 times, the
task live runs 11 times, the task browsers 6 times, and the company
agent list 6 times. The company live runs and the task's child lists
(`parentId`, `createdFromIssueId`, `descendantOf`) were requested 2 to 3
times each.

**Expected behavior**

A busy company must not make an open task refetch company-wide lists on
every event batch. While the live connection is open, the UI must use
events, not fixed fast intervals, for task runs and browsers. The UI
must keep its polling fallback when the connection is closed.

**Steps to reproduce**

1. Open a task in a company where other agents run work.
2. Keep the task open for 17 seconds.
3. Count the API requests in the browser network panel.

**Paperclip version or commit**

Based on master at bd30ef8510.

## What Changed

- `ui/src/lib/query-invalidation-batcher.ts`: Add a minimum spacing
option to the invalidation batcher. A quiet lane flushes after the
normal batch interval. A busy lane flushes at most once per spacing
window. Add `createLaneRoutingBatcher`, which sends each invalidation to
one of two batchers by query key.
- `ui/src/context/LiveUpdatesProvider.tsx`: Route company-wide keys to a
5-second ambient lane. These keys are task lists and summaries, the
agent list, heartbeats, company live runs, sidebar badges, the
dashboard, costs and the company activity feed. All other keys, such as
task detail, comments, task runs and browsers, keep the 300 ms lane.
- `ui/src/lib/live-runs-cache.ts`: While the company connection is open,
a successful active run list or active run polls every 15 seconds
instead of every 1 or 3 seconds. Run lifecycle events already refresh
these queries, and progress events patch them.
- `ui/src/hooks/useTaskBrowsers.ts`: While the company connection is
open, stop browser polling when no browser can change state. Keep the
3-second poll for a starting, running, idle or stopping browser, and
when the connection is closed. The two callers pass the task's company.
Socket open and reconnect already reconcile this active query.
- `ui/src/lib/task-browsers-refresh.ts` and `LiveUpdatesProvider.tsx`:
On `browser.*` activity for a task, refresh that task's browser list. If
a read is in flight, one shared follow-up read runs after it settles, so
an older empty result cannot stop polling. Two views of the same task
share that follow-up. A list that no view observes becomes stale, so a
returning view reads it. When the connection opens or resyncs, each
browser list with a read in flight also gets one follow-up read, because
missed activity is not replayed.
- `doc/DATABASE.md`: Document the ambient lane and the new polling
contract.
- Tests: Add a fan-out test that replays a busy-company event stream for
17 seconds against an open task, plus unit tests for spacing, lane
routing, key classification, the run interval and the browser interval.
Update the recovery test for the connected active-run interval.

## Verification

Request count over a fixed 17-second open window
(`ui/src/context/LiveUpdatesProvider.fanout.test.ts`). The test mounts
the reads that an open, running task keeps active. It replays a busy
company: one run status event every second and one task activity event
every 0.7 seconds, none for the open task. Fake timers make each run
deterministic, so the spread is zero. The baseline used the same test
with master's batcher, run interval and browser interval.

| Read | Before | After |
| --- | ---: | ---: |
| Task summaries (sidebar) | 24 | 5 |
| Company agent list | 17 | 5 |
| Company live runs | 17 | 5 |
| Child list: parent | 24 | 5 |
| Child list: created from | 24 | 5 |
| Child list: descendants | 24 | 5 |
| Task live runs | 18 | 2 |
| Task browsers | 6 | 1 |
| **Total** | **154** | **33** |

The baseline numbers match the staging capture well (summaries 22,
browsers 6).

- `pnpm exec vitest run src/context/LiveUpdatesProvider*.test.*
src/lib/live-runs-cache.test.ts
src/lib/query-invalidation-batcher.test.ts
src/hooks/useTaskBrowsers.test.ts src/lib/task-browsers-refresh.test.ts
src/hooks/useTaskPluginPanels.test.tsx
src/components/task-side-panel/TaskSidePanel.test.tsx
src/pages/IssueDetail.test.tsx` (in `ui/`): all pass.
- `pnpm exec tsc --noEmit -p ui`: no errors in `ui/src`.
- `pnpm check:token-gates`: clean.
- Tests also prove these cases:
- With the connection closed, task runs still poll every second and
browsers every 3 seconds.
- With a quiet company, one event refreshes the summaries and child
lists after one normal batch.
- `browser.started` on the open task refreshes its browsers. The same
event on another task does not.
- A browser that starts during a slow empty read appears after that read
settles (`ui/src/lib/task-browsers-refresh.test.ts`). This test fails
when the refresh joins the older read.
- Two views and repeated events during one read cause one follow-up
read. This test fails without the shared queue.
- A list cached while the task was closed is read again when a view
returns.
- A connection that opens during an older empty browser read causes one
more read, so a browser that started while the socket was closed
appears. This test fails without the follow-up.
- Task detail, comments, task runs, browsers, attention and another
company's keys stay on the fast lane.
  - An unrecognized active result keeps the fallback interval.

This is a local request-count proof. It does not include a timed browser
journey on a deployed instance.

## Risks

- Company-wide lists refresh at most once every 5 seconds from live
events, so they can be up to 5 seconds late. After 5 quiet seconds, an
event refreshes them in about 300 ms. Own mutations invalidate their
queries directly, so they do not wait.
- An active task run refreshes from events. Fields without an event,
such as output silence, can be up to 15 seconds late while the
connection is open. Reconnect still reconciles missed events.
- A browser that appears without activity is not shown until the next
activity or reconnect. Every browser lifecycle step logs activity on the
task, so this case is not expected.
- No server, schema or API change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:01:53 -06:00
DottaandClaude 84007892e9 refactor: move AGENTS.md section detail to docs and rules, add a bug-fixing section (#20585)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - `AGENTS.md` is the instruction file that each human and AI
contributor reads before a change
> - Pull request #20557 shortened the file, but several sections still
held detail that applies to only some changes
> - The scoped-rules section told agents to read each matching rule in
full, and most changes match five rules
> - The core engineering rules mixed three product invariants with
process conventions
> - This pull request moves that detail to the docs and to scoped rules,
and adds a section on how to fix a bug
> - The benefit is a 211-line file that states what applies to every
change and points to the rest

## Linked Issues or Issue Description

Refs #20557

**Issue type**

Outdated or unclear contributor documentation.

**Where is the issue?**

`AGENTS.md` at the repository root, and `rules/`.

**What's wrong?**

- The scoped-rules section made agents read the full body of each
matching rule before a change. The rule bodies total about 47 KB.
- Sections 4, 6, 8, 9 and 10 repeated detail that belongs in
`doc/DEVELOPING.md`, `doc/DATABASE.md`, a route rule, `DESIGN.md` and
`CONTRIBUTING.md`.
- Section 4 had a database reset command for `data/pglite`. That
directory does not exist.
- Section 5 had seven rules. Four of them were process conventions or
path-specific detail.
- The file did not say how to fix a bug.

**Suggested fix**

Make the rule headers the index. Move section detail to the document or
rule that owns it. Keep only the three invariants in section 5. Add a
bug-fixing section.

## What Changed

- The scoped-rules section now tells agents to list the rule headers
with one `grep` command. Agents read a rule body only for a design
decision in its area, when the description is not sufficient, or when a
reviewer cites it.
- `rules/README.md` says that each `description` must state the required
behavior in one sentence.
- `rules/pull-request-review.mdc` has a description that states its
requirements.
- Section 4 (dev setup) and section 11 (pull requests) now point to
`doc/DEVELOPING.md` and `CONTRIBUTING.md`.
- The schema change workflow moved from section 6 to `doc/DATABASE.md`.
- The API and auth expectations moved from section 8 to the new
`rules/api-route-expectations.mdc`.
- Section 9 links to `DESIGN.md` for design rules. `AGENTS.md` no longer
tells contributors to run `pnpm check:token-gates`.
- Added section 10, "Fixing a Bug": reproduce the error, write a failing
test, write the fix, see the test pass, and verify the fix.
- Section 5 now has three rules: company scope, contract
synchronization, and the control-plane invariants.
- The company-scope exceptions moved to the new
`rules/company-scope-exceptions.mdc`.
- Removed the strategic-docs rule. The plan-doc convention moved to the
repo map. The artifact rule moved to section 7.
- Removed rule 7. Five code comments that cited `AGENTS.md §5.7` now
cite `rules/data-paths.mdc`.
- Regenerated the SDK public source pin, because one of those comments
is in `packages/shared/src/crash-points.ts`.
- Added both new rules to `.greptile/files.json`.
- The API route rule applies only to routes that read or write company
data. Its status code list is a list of common codes.
- The company-scope rule lists the sidebar company order as an
instance-wide exception.
- The `honeycomb-tracing` skill now points to `rules/data-paths.mdc` for
the Telemetry workflow.

## Verification

- Open `AGENTS.md` and confirm that each link resolves. A local script
checked this.
- Run `grep -E '^(description|globs|alwaysApply):' rules/*.mdc` and
confirm that each rule prints a description.
- Run `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD>
--check`. It passes locally.
- `packages/shared/src/crash-points.test.ts` passed locally before the
rebase onto `master`.
- Five source files changed in comments only. No other test suite ran
locally.

## Risks

- An agent that reads only rule descriptions can miss a detail in a rule
body. Reviewers still apply the full rules.
- Pull requests and the definition of done are now sections 11 and 12.
Sections 1 to 9 keep their numbers.
- Dated plan documents under `doc/plans/` still cite `AGENTS.md §5.7`.
They are historical records.
- Pull request #20565 also changes `AGENTS.md`. The second one to merge
needs a conflict fix in section 1 and section 2.

## Model Used

- Claude (Anthropic), in Claude Code with tool use.
- `claude-fable-5-2`.

## 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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 11:00:31 -06:00
Nicky LeachandPaperclip 2e3cbe57a4 fix(native): preserve parked Runners across controller restarts (#20586)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native execution parks a released sandbox Runner for a later turn.
> - The warm idle timer detaches Core and leaves Runner retention to the
host.
> - Controller shutdown instead stops recently parked Runners through
checkpoint cleanup.
> - This makes reuse depend on whether the idle timer fired before
shutdown.
> - This pull request uses the same detach operation for idle expiry and
shutdown.
> - The benefit is consistent Runner retention without a new retention
or recovery mechanism.

## Linked Issues or Issue Description

Fixes: #20012.
Related: #20005 unified cached and adopted process reuse. Closed #19975
included this shutdown change within a broader retention proposal.

## What Changed

- Detach confirmed released entries during controller shutdown. Keep
busy, unreleased, and close-marked entries on the existing cleanup path.
- Share the detach operation with idle expiry and cached-owner handoff.
- Record that a local handle has started detaching. Later cleanup cannot
fall back to stopping its Runner after a partial detach failure.
- Preserve explicit environment deletion, release proof, admission, and
process-reuse checks.
- Add Codex and Claude restart, detach-failure, and environment-deletion
regressions. Add real Runner adoption cases after the restart sweep,
including managed GitHub rebinding.
- Document the lifetime rule and make the shutdown warning cover both
detach and checkpoint failures.

## Verification

- Final source revision: `e4bb6ecbd7`. Local environment: macOS arm64,
Node 26.12.0.
- New controller-restart and detach-failure tests fail against unchanged
master: 4 expected failures. Old shutdown calls close or reports success
instead of reporting detach failure.
- Focused executor tests: 22 passed.
- Full native session executor suite: 1,328 passed.
- `cd server && node scripts/typecheck-layers.mjs`: passed all source
and test layers.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`:
passed.
- Manual diff review and added-line credential/PII scan: passed.
- `cd server && node ../node_modules/vitest/vitest.mjs run
src/services/native-runtime/plugin-runner-release-resume.integration.test.ts
--bail=1 --reporter=verbose`: 14 passed on this revision. This includes
new Codex and Claude restart cases and managed GitHub rebinding.
- Failure history: an earlier concurrent run had 4 passes and 10
failures. Its first failure was the existing Claude cached case
exceeding 60 seconds. Later cases encountered a leftover prototype spy,
recursive calls, and startup timeouts. No source changed before the
passing full rerun. A clean worktree of unchanged master (`e01fe7f84a`)
passed all 11 original cases. The first timeout's exact cause remains
unknown; the later pass does not establish that cause.
- Standard Greptile review: 5/5 on
`e4bb6ecbd7bd965b5f56507d2c42c580e8a1d547`, with no actionable findings.
- `node scripts/local-verify.mjs --explain` returned exit 2 because the
execution-semantics document requires broad CI. Required CI will supply
broad typecheck, test, and build coverage.
- A hosted deployment and an actual controller process replacement have
not been run. The added integration cases exercise the shutdown sweep
and a new adopting transport against a real Runner.

## Risks

- SIGINT and SIGTERM preserve confirmed parked Runners, including
ordinary service stops. The host still owns eviction and retention.
- Detach failure retains a fenced local owner and reports failure. Core
does not infer permission to stop the Runner from that failure.
- Reuse remains conditional on current admission, process configuration,
and host availability.
- No persisted schema, checkpoint format, launch identity, or migration
changes. State from the previous release uses the existing adoption or
verified restore paths.

## Model Used

- OpenAI Codex, GPT-6, with reasoning, repository inspection, tool use,
and local test execution. The exact deployment 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 16:48:30 +00:00
DottaandClaude Opus 5.5 765ccd8691 perf(chat): index chat-admission checks by company and payload issue id (#20562)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections save each external message as a `chat_actions` row
before the server admits it as an agent wakeup.
> - The server checks if an issue holds chat input that it did not
admit. Recovery skips such an issue. Manual task start refuses it.
> - On a hosted instance, the recovery read with this check used the
most total database time: 488 calls at about 1 s each. The manual-start
check ran 155 times at about 0.9 s.
> - The check matches `chat_actions.payload->>'issueId'` against the
issue. No index covers this value, so each call reads the full
`chat_actions` table and its payloads.
> - This pull request adds one concurrent partial index for the check.
The check SQL does not change.
> - The benefit is less background database load, so request reads wait
less. The results stay the same.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The chat-admission check `unadmittedChatWakeupCondition`. Recovery uses
it in the per-issue candidate read. Manual task start uses it in the
held-input check.

**Subsystem affected**
Server chat admission, issue recovery, manual task start, and the
database schema.

**Current behavior**
The check finds `inbound_wakeup` actions by `company_id` and
`payload->>'issueId'`. Two nested checks find `failed_run_retry` actions
and later `inbound_wakeup` actions on the same company and payload issue
ID. `chat_actions` has no index on `company_id` or on the payload issue
ID. Each call reads the full table and reads each payload. On a hosted
instance, the two statements used about 630 s of database time in one
statistics window.

**Proposed behavior**
The check and its nested checks read a small set of rows from one index.
The admission result does not change.

**Reason and benefit**
The hosted database had many concurrent active queries. Request reads
waited behind background work such as this check.

**Breaking changes**
None. The migration adds an index only.

## What Changed

- Migration `0458_chat_admission_issue_index` builds
`chat_actions_company_issue_kind_idx` with `CREATE INDEX CONCURRENTLY IF
NOT EXISTS`. It runs through the existing top-level statement path,
which repairs an invalid index on retry.
  - Keys: `(company_id, payload->>'issueId', kind, status)`.
  - Partial: `kind IN ('inbound_wakeup', 'failed_run_retry')`.
- One index serves the outer input lookup, the failed-run retry lookup,
and the later-input lookup. All three match on the same company and
payload issue ID.
- The Drizzle schema declares the index. The snapshot chain moves to
`0458` and keeps five snapshots.
- New regression test
`server/src/__tests__/chat-admission-condition.test.ts` pins the
admission semantics on real PostgreSQL:
- Pending and failed input without a receipt holds the issue. Received,
processed and cancelled input does not. Other action kinds do not.
- A skipped receipt, a receipt for another agent, or a receipt in
another company does not admit input. A failed or cancelled run still
counts as admission.
- The issue ID is compared as company-scoped text. Uppercase, array,
null, other-issue and other-company values do not match.
- Only an admitted retry in the same conversation and issue that lists
the action releases skipped input.
- Only later admitted input in the same conversation, issue and session
generation releases a failed input. Pending input stays held.
  - The check reads `chat_actions` only through the new index.
- `scripts/benchmark-chat-admission-index.ts` measures both caller
statements with and without the index and fails if the rows differ.
- `scripts/benchmark-chat-admission-index-migration.ts` times the
migration through the normal migration runner.
- `doc/DATABASE.md` documents the index and the benchmark commands.

## Verification

Local SQL measurements on synthetic data. PostgreSQL 18.1 (embedded),
default settings. The fixture has 100,995 `chat_actions` rows (662 MB):
60,000 GitHub actions with 6 KiB incompressible payloads, 2,000 issues
with 20 admitted inbound messages each (3 KiB payloads), and 1,000
failed-run retries. Each case has 2 warmups and 9 samples of `EXPLAIN
ANALYZE` execution time. Runs alternate: no index, index, no index,
index.

| Caller statement | Case | No index, median (range) | Index, median
(range) |
| --- | --- | --- | --- |
| Manual-start held check | quiet issue | 3,093 ms (2,150–3,519) / 3,586
ms (2,375–11,235) | 0.036 ms (0.034–0.052) / 0.040 ms (0.033–0.047) |
| Manual-start held check | admitted input | 3,555 ms (3,310–8,080) /
5,205 ms (3,353–9,525) | 0.049 ms / 0.052 ms |
| Manual-start held check | unadmitted input | 3,002 ms (2,864–3,221) /
4,179 ms (3,200–6,585) | 0.051 ms / 0.044 ms |
| Manual-start held check | failed, later admitted | 3,586 ms / 3,722 ms
| 0.066 ms / 0.054 ms |
| Manual-start held check | admitted retry | 2,733 ms / 4,953 ms | 0.049
ms / 0.053 ms |
| Recovery candidate read | quiet issue | 43 ms (41–48) / 96 ms (44–219)
| 0.047 ms / 0.055 ms |
| Recovery candidate read | admitted input | 203 ms (48–575) / 174 ms
(44–314) | 0.055 ms / 0.058 ms |
| Recovery candidate read | unadmitted input | 66 ms / 144 ms | 0.053 ms
/ 0.054 ms |

- Buffers per call fall from about 40,000 shared hits to 5–23.
- Locally, the recovery read without the index uses a hashed full scan
of `chat_actions`. The held check uses a full scan per call. On the
hosted instance both took about 1 s per call. The local fixture is
smaller than the hosted table.
- Correctness: complete positional rows match across all four runs for
all six cases (quiet, admitted, unadmitted, failed then admitted,
retried, other-company decoy). The script asserts the expected held
result for each case.
- Migration timing: 600,001 `chat_actions` rows (1,759 MB), 300,000 of
them in the index scope. First run through `applyPendingMigrations`: 4.2
s. Rerun after the history row is removed: 0.5 s. Concurrent build
alone: 3.4 s. Index size: 30 MB.

Commands:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-chat-admission-index.ts
OTHER_PAYLOAD_KIB=2 pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-chat-admission-index-migration.ts
cd server && npx vitest run src/__tests__/chat-admission-condition.test.ts   # 6 passed
pnpm --filter @paperclipai/db check:migrations                               # passed
pnpm --filter @paperclipai/server typecheck                                  # passed
```

## Risks

- The migration builds one index concurrently. It does not block writes.
On the 1.76 GB local fixture it took about 4 s. A larger hosted table
takes longer, but the build does not lock out reads or writes.
- Writes to `inbound_wakeup` and `failed_run_retry` actions maintain one
more index. Status updates on these rows were already not HOT updates,
because other partial indexes use `status`.
- The planner has no expression statistics for a partial index. The new
test pins that the check uses the index on an analyzed table with
unrelated rows.
- The check SQL does not change, so admission behavior does not change.

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

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:44:51 -06:00
DottaandClaude Opus 5.5 96ab5e3d38 fix(recovery): read a retained Runner from its own allocation and continue unverifiable no-replay holds from the last save (#20567)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native warm runs on a remote sandbox continue a saved session in the
next run. The next run first reads the retained Runner lifecycle from
the sandbox.
> - #20346 abandons the workspace epoch of a run that died during
preparation. The next run then restores the last save into a new
directory of the same sandbox.
> - The retained-sandbox binding check required the old and the new
directory to be the same. The warm follow-up failed with
`native_controller_recovery_missing_evidence:retained_sandbox_binding`
before provider work.
> - The failed run's no-replay hold then refused its files with
`allocation_ownership_ambiguous`. The task stayed blocked. The text said
that Retry "succeeds only after Paperclip is updated", so no click could
help.
> - This pull request binds the Runner read to the directory that the
retained lease recorded, and lets the existing retained-source fallback
settle these holds from the last save.
> - The benefit is that a moved workspace continues its session, and a
hold that cannot be verified continues automatically instead of
dead-ending.

## Linked Issues or Issue Description

Refs #20346

**What happened?**
On staging, a warm native continuation ran about 10 minutes after a
deploy. The run before it died during preparation (database deadlock),
so its workspace epoch was abandoned. The continuation restored the last
save into a new allocation directory of the same Daytona sandbox. It
then failed with
`native_controller_recovery_missing_evidence:retained_sandbox_binding`,
because the retained lease of the committed source run recorded the old
directory. The failure recorded a no-replay hold
(`native_continuation_requires_reconciliation`, resolved with outcome
`blocked`). Workspace recovery refused the source with
`allocation_ownership_ambiguous`, because the sandbox's reusable-lease
chain had predecessors in another directory and a non-native
preparation-only run. The task stayed blocked with "Retry runs the check
again and succeeds only after Paperclip is updated."

**Expected behavior**
The continuation reads the retained Runner state from the directory
where that Runner wrote it, and continues. When retained files cannot be
verified, the task continues from the last committed save without a
person.

**Steps to reproduce**
1. Run a warm native session on a reusable remote sandbox and let it
commit.
2. Fail the next run during preparation, so that its epoch is abandoned
(#20346).
3. Start the next warm continuation. It restores the last save into a
new allocation directory and fails with `retained_sandbox_binding`.
4. See the hold refuse its source with `allocation_ownership_ambiguous`
and stay blocked.

**Paperclip version or commit**
Staging `c874cfa4dacc` (includes #20346).

## What Changed

- `assertNativeRetainedSandboxBinding` now returns the directory that
the retained lease recorded. It accepts a different target directory
only when both are canonical sibling allocations of the same execution
workspace under the sandbox's `.paperclip-workspaces` (`<workspaceId>`
or `<workspaceId>-<epoch>-<leaseId>`). Same sandbox (`providerLeaseId`),
environment, run, issue and committed owner are still required. Other
directories stay refused.
- `restoreRemoteSuspendedRunnerCheckpoint` reads the Runner state from
that recorded directory. A moved source must be suspended and settled. A
Runner left in the old allocation is never adopted live.
- The retained-source fallback (`continueFromLastSavedWorkspace`) and
its discovery now also cover the native no-replay hold
(`native_continuation_requires_reconciliation`, active or resolved with
outcome `blocked`, replay blocked for the same run). Rows saved by
earlier releases are discovered without migration.
- The fallback owns the Blocked status of such a hold only while the
recorded `nativeFailureBlock` status version still matches the task.
Otherwise it keeps the newer block and starts no continuation.
- The refusal text no longer says "succeeds only after Paperclip is
updated", and it promises no fallback.
- `doc/execution-semantics.md` describes both rules.

## Verification

- Red (unfixed code): `native-controller-recovery.integration.test.ts`
"binds a retained Runner read to the source's directory after the
workspace moved within the same sandbox" failed with
`native_controller_recovery_missing_evidence:retained_sandbox_binding`
at `native-controller-recovery.ts:145`, the staging error.
- Red (unfixed code): `workspace-recovery-fallback.test.ts` "continues a
resolved-but-blocked native no-replay hold from the last save,
discovered by the worker" failed: the worker found no due work for the
exact staging row. The newer-block safety case and the message case in
`system-recovery-state.test.ts` also failed.
- Provider boundary: a new test drives
`restoreRemoteSuspendedRunnerCheckpoint` through a sandbox runner that
refuses paths outside the sandbox workspace base. The suspended case
reads `runner-state.json` from the source directory, never the moved
root. The ready case is refused with `runner_not_settled` and caches
nothing.
- Green: `native-controller-recovery.integration.test.ts`,
`workspace-recovery-fallback.test.ts` and
`system-recovery-state.test.ts` pass (45 tests). The neighbouring suites
`workspace-recovery-retry-copyback`,
`workspace-recovery-preparation-gates` and
`workspace-recovery-stop-proof` pass (135 tests).
- Safety cases: another workspace, another parent, a non-canonical path
or name (`-0-`, trailing text), `/unrelated` and another sandbox stay
refused. A hold whose task moved to a newer Blocked decision keeps the
block and starts no continuation. Exactly one continuation is delivered.
Native replacement is denied for the abandoned source, so no second
executor starts.
- `npx tsc --noEmit -p server/tsconfig.json` passes. `pnpm verify`
returns exit 2 (a global doc input changed), so required CI supplies the
broad coverage.

## Risks

- Previous-release state: rows saved by earlier releases carry forward
without migration. The binding reads existing lease metadata. The
fallback discovers existing resolved-but-blocked holds by their existing
evidence fields.
- The binding now accepts a sibling allocation directory. The read still
binds to the exact sandbox, run, environment and committed owner, and it
reads only the source's recorded directory. A non-suspended Runner in a
moved allocation is refused, not adopted.
- The fallback abandons the unverified epoch and continues from the last
committed save with a fresh session. In the staging shape the run did no
provider work after it restored that save, so no work is lost.
Unverified files are attached to the task when they can be read, as
before.
- Not verified live: a real warm Codex resume after a moved allocation
on Daytona.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, read-only browser access to staging).
Extended reasoning enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:34:44 -06:00
DottaandClaude Opus 5.5 faaae003a9 perf(chat): find the conversation head from open delivery work (#20564)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External chat messages go into a durable delivery queue. Each
conversation drains in provider order.
> - Each drain step reads the head of one conversation. The head query
filters one endpoint's deliveries by state and thread.
> - On a hosted instance, this query ran about 10,000 times at about 300
ms each. The database was busy, and request reads waited behind
background work.
> - PostgreSQL read every processed delivery of the endpoint and its
`normalized_event` value to find a few open rows.
> - This pull request finds the endpoint's open delivery IDs first and
fetches only those rows.
> - The benefit is less background database load. The selected head and
the delivery order do not change.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The inbound conversation head query
(`earliestOpenConversationDelivery`).

**Subsystem affected**
Server chat inbound delivery queue.

**Current behavior**
The query has `endpoint_id = $1 and (state in ('received', 'retry',
'processing') or (state = 'processed' and <pending inbound wake>))`, a
thread filter on `normalized_event`, and a sort on `normalized_event`
keys. No index matches the `or`. PostgreSQL scans all deliveries of the
endpoint. For each row it reads `normalized_event` to test the thread.
It also reads all of `chat_actions` to build the pending-wake set. A
busy endpoint keeps all of its processed history, so the cost grows with
that history.

**Proposed behavior**
The query selects `id in (<open delivery IDs of the endpoint>)`. That
set is a `union all` of two small reads:
- received, retry and processing deliveries of the endpoint, through the
existing `chat_deliveries_work_idx`;
- processed deliveries that an issued or processing `inbound_wakeup`
action of the same endpoint (and company) still owns.

PostgreSQL fetches only those rows by primary key, then applies the same
reaction, thread and order rules.

**Reason and benefit**
The cost no longer grows with processed history. On a local fixture with
60,000 processed deliveries, the head query reads 1,309 shared buffers
instead of 262,630.

**Breaking changes**
None. There is no schema change, migration, API change, timer or poll
change.

Related work: #17971 changed the pending-wake predicate of the same
queue. #20400 added the index for the other chat delivery statement in
the same report (`select state ...
normalized_event->'githubAutomatic'->'context'->>'deliveryId'`). That
statement already uses the #20400 index on master, so this pull request
does not change it.

## What Changed

- `delivery-ledger.ts`: add `openConversationDeliveryIds(endpointId)`.
It returns the endpoint's open delivery IDs. It selects the same set as
the old state predicate for that endpoint.
- `conversation-queue.ts`: the conversation head query uses `id in
(openConversationDeliveryIds(endpointId))` in place of the state `or`.
The thread filter, reaction exclusion, order, limit and lifecycle
dependency read do not change.
- `inbound-queue-discovery.test.ts`: add a real PostgreSQL test. It
compares the new set with the old predicate on three endpoints. It
covers each state, issued and processing wakes, duplicate wakes, wakes
of non-processed deliveries, processed, other-kind and null-delivery
actions, an action on a different endpoint of the same company, and
reactions. It also checks that the real captured head query returns the
oracle's first row.
- `benchmark-inbound-queue-discovery.ts`: add
`--endpoint-history=<rows>` (a busy endpoint with 4 KiB payloads) and
`--only=<fixture>`. Add a work budget: the treatment head query must
visit at most 100 delivery rows on the history fixtures.
- `doc/DATABASE.md`: describe the head query and the benchmark command.

## Verification

Local SQL measurements. PostgreSQL 17.10 (Postgres.app, macOS arm64),
disposable database, synthetic data, default settings with 256 MB shared
buffers. The host was under heavy load from other work, so timings are
noisy. Shared buffers and visited rows are stable. Each arm has two
warmups and five alternating samples (median [min..max]). Baseline:
`origin/master` at `8d2bf78323`.

| Fixture | Query | Baseline | Treatment | Shared buffers | Delivery
rows visited | Output |
| --- | --- | ---: | ---: | ---: | ---: | --- |
| 60,000 processed, 4 KiB | head | 290.09 ms [220.21..554.19] | 7.34 ms
[5.85..7.68] | 262,630 → 1,309 | 60,002 → 4 | Equal |
| 20,000 processed, 4 KiB | head | 276.02 ms [211.77..322.12] | 34.61 ms
[4.45..194.15] | 67,618 → 486 | 20,002 → 4 | Equal |
| 1,500 processed, 32 KiB | head | 15.88 ms [13.66..21.79] | 2.29 ms
[1.64..7.75] | 10,602 → 80 | 1,502 → 4 | Equal |
| 20 processed | head | 1.49 ms [0.92..3.66] | 1.85 ms [1.01..1.97] | 2
→ 45 | 22 → 968 | Equal |

- The deadline and ready selectors do not change. Their buffers are
identical in both arms; their timings move only with host noise.
- The small control is neutral. On a near-empty table, PostgreSQL picks
a sequential scan for the open-state branch. This costs about 45
buffers.
- The 60,000-row run passes `--require-work-budget`. The baseline
exceeds the budget (`baselineExceedsWorkBudget: true`). This is the
red/green proof. There is no timing threshold in CI.
- On the treatment, the remaining head cost is the scan of
`chat_actions` for pending wakes of the endpoint. The baseline also
reads all of `chat_actions` for its hashed subplan.
- `pnpm exec vitest run src/__tests__/inbound-queue-discovery.test.ts`
(server): 6 tests pass, including the new equivalence test.
- `chat-channels.integration.test.ts` filtered with `-t
"reorder|orders|FIFO|conversation drain|lease renewal|receipt
order|edit|lifecycle"`: 148 assembled chat tests pass. They cover Slack,
Teams, Telegram, Discord and GitHub provider-order drains, head-of-line
barriers, lease loss, lifecycle edits and wake retries.
- `pnpm exec tsc --noEmit -p tsconfig.json` (server) passes.

Reproduce:

```sh
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-inbound-queue-discovery.ts --baseline-ref=8d2bf78323 --endpoint-history=60000 --only=endpoint-history --require-work-budget
```

Set `PAPERCLIP_TEST_POSTGRES_ADMIN_URL` to use an existing disposable
PostgreSQL server. The benchmark uses synthetic data only.

## Risks

- Query plans depend on data and settings. These local numbers do not
prove hosted request latency. A follow-up statistics window after deploy
must confirm the gain.
- The pending-wake branch still scans the endpoint's `chat_actions`. A
partial index on pending `inbound_wakeup` actions would remove that
scan. I did not add it, to avoid a migration.
- Low behavior risk. The new set equals the old predicate for each
endpoint, and the order expression is unchanged. Tests compare both on
the same rows.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use (shell,
file edit) in Claude Code. Extended reasoning was used.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:15:29 -06:00
DottaandClaude Opus 5.5 56aa160a4e perf(native): index heartbeat runs by company and native session (#20560)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs share a native session. Retention, recovery, resume and
archive code reads all runs of one session from `heartbeat_runs`.
> - On a hosted instance, the native retention lookup ran about 67,000
times in one day at about 22 ms, and about 10,000 times at about 11 ms
in a later window.
> - No index has `native_session_id`. Each read walks the agent's or the
company's run history and filters the rows.
> - This pull request adds one concurrent partial index on `(company_id,
native_session_id)`. The SQL does not change.
> - The benefit is less background database load. Request reads wait
less, and the results stay the same.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The native session-run lookups. The largest caller is
`sessionRetentionBlocker` in native harness backup and checkpoint
retention. It selects `id, status, finished_at`, an incomplete-recovery
flag and the issue ID for one company, agent and native session.

**Subsystem affected**
Server native runtime (retention, recovery, resume and archive reads)
and the database schema.

**Current behavior**
`heartbeat_runs` has no index on `native_session_id`. PostgreSQL reads
the whole run history of the company (or of the agent through
`heartbeat_runs_company_agent_started_idx`) and filters by session. The
cost grows with the run history, not with the size of the session.

**Proposed behavior**
The index finds the few runs of one session directly. Every caller
already filters by `company_id` and `native_session_id`, so one index
serves the agent-scoped and the issue-scoped reads.

**Reason and benefit**
This statement family used about 1,500 s of database time in one day on
a busy hosted database. The local proof below shows 12.3 ms to 0.04 ms
per call.

## What Changed

- `packages/db`: add `heartbeat_runs_company_native_session_idx` on
`(company_id, native_session_id) WHERE native_session_id IS NOT NULL`.
Migration `0457_native_session_run_index` builds it with `CREATE INDEX
CONCURRENTLY IF NOT EXISTS`. The migration is registered as a
top-level-statement migration, the same way as 0454–0456.
- Add a regression test in `native-harness-backup-expiration.test.ts`.
It captures the real retention lookup and proves that its plan can use
the index. It also pins the company and session scope: a live run of
another company with the same session ID does not protect a checkpoint.
A live run of the same agent in another session does not protect it. A
live run of the same session does protect it.
- Add `scripts/benchmark-native-session-run-index.ts`. It runs the real
checkpoint retention pass (dry run), captures the exact SQL, and replays
it with and without the index. It also times the migration through the
normal migration runner.
- `doc/DATABASE.md`: describe the index and the benchmark command.

## Verification

Local SQL measurements, synthetic data. PostgreSQL 18.1 (embedded test
server). Fixture: 100,000 runs (50,000 of the measured agent, 50,000 of
a second agent), 4 runs per session, 4 KiB incompressible
`runner_profile_json` per run, 638 MB table. Order: no index, index, no
index, index. 15 `EXPLAIN (ANALYZE, BUFFERS)` samples after 3 warmups.

| Pass | Plan | Median execution | Min / max | Shared buffers |
| --- | --- | --- | --- | --- |
| No index (1) | Seq Scan | 12.30 ms | 10.33 / 35.27 ms | 3,607 |
| Index (2) | Index Scan using
`heartbeat_runs_company_native_session_idx` | 0.036 ms | 0.021 / 0.115
ms | 38 |
| No index (3) | Seq Scan | 12.38 ms | 10.24 / 26.14 ms | 3,607 |
| Index (4) | Index Scan using
`heartbeat_runs_company_native_session_idx` | 0.043 ms | 0.022 / 0.098
ms | 38 |

- Correctness: the service SQL is the same in every pass. The returned
rows (all columns) and the retention result are equal in every pass. The
script fails on any difference.
- Migration: the first run through the migration runner took 525 ms on
the 638 MB fixture. The rerun took 273 ms and skipped the existing
index. A direct concurrent build took 145–221 ms. Index size: 1.9 MB.
- `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-native-session-run-index.ts`
- `npx vitest run
src/__tests__/native-harness-backup-expiration.test.ts` (server): 108
passed.
- `pnpm --filter @paperclipai/db check:migrations`: passed. Five
snapshots remain.
- `pnpm verify` exits 2 (a new script under `scripts/` is a global CI
input). Required CI supplies the broad coverage.

## Risks

- Low risk. The migration adds one index concurrently and does not lock
writes. The SQL of every caller is unchanged.
- The index adds a small write cost to `heartbeat_runs` inserts and to
updates of `native_session_id`. Rows with a null session are not
indexed.
- Persisted run state: no saved run, session or checkpoint shape
changes. State saved by the previous release carries forward unchanged.
- Hosted latency is not measured yet. The numbers above are local SQL
measurements.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file edits, local PostgreSQL).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 10:04:22 -06:00
79e28dc0d0 fix(runner): record pending calls at sidecar shutdown (#20272)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The ACPX sidecar carries task tools between a provider and its
controller.
> - A closed controller pipe rejects all pending tools with `sidecar
stdin closed`.
> - Current logs do not record the first shutdown trigger or the pending
calls at that point.
> - The sampled runs record a server SIGTERM before the 300-second tool
idle timeouts and later pipe failures. The exact pipe-close cause
remains unresolved.
> - This pull request adds one bounded shutdown record before cleanup
removes the evidence.
> - Operators can use it to compare controller shutdown with pending
tool calls.

## Linked Issues or Issue Description

**What happened?**

Several task document reads failed together with `sidecar stdin closed`.
In two sampled staging traces, earlier task tools reached a 300-second
idle timeout. The sidecar source maps the closure error to pending-call
rejection during shutdown. It does not record the trigger or the pending
call population.

Pattern: [Task reads lose their tool
connection](https://www.braintrust.dev/app/Paperclip/p/Paperclip%20Staging/patterns/5544e6f3-9e33-4661-95c3-5849c9a8f2b6).

**Expected behavior**

Record the local shutdown reason and a bounded snapshot of pending calls
before cleanup removes them. Keep tool cancellation and authorization
unchanged.

**Steps to reproduce**

1. Start the sidecar with pending task calls.
2. Close controller stdin, or send SIGTERM or SIGINT.
3. Inspect the sidecar event stream and stderr.

**Paperclip version or commit**

Baseline: `33a23e024697552a4a639e49957a3443c75a5bd5`.

### Hypothesis and thesis for a fix

The provisional hypothesis is that controller teardown causes the batch
failures after an earlier stall. The source proves how EOF rejects
pending tools. The traces establish ordering. They do not prove why the
controller closed stdin or why the earlier calls stalled. Run logs now
confirm an earlier server shutdown in both examples. One later recovery
could not find the provider; the other later ended at a durable receipt
limit. The first failed settlement and exact pipe-close trigger remain
unresolved. The later example already used a provider revision
containing #19365 and #19290, so those earlier fixes do not alone
explain all occurrences.

This is a **diagnostic-only change**. The sidecar owns the local
shutdown signal and its pending waiters. Record that state once at the
first shutdown request. Do not add retries or change deadlines without
evidence. This supports each provider that uses this sidecar. It
preserves company/task/run authority, approval checks, tool admission
and cleanup ownership. It does not resolve or claim recovery of the
original read stalls.

## What Changed

- Emit `sidecar_shutdown_requested` through the existing diagnostic
stream and stderr before shutdown can remove waiters.
- Record pending tool, input, permission and completion-normalization
counts. Include at most 16 oldest tool calls with elapsed time and a
SHA-256 call ID. Exclude arguments, results, operation names and raw
call IDs.
- Add real sidecar process tests for EOF and both shutdown signals.
Check successful resolution, cancelled calls, pending-call rejection,
provider cleanup and sidecar exit with code 0 and no signal before
fallback cleanup.
- Document the record and its limits. Saved session formats and
previous-release behavior stay unchanged.

## Verification

- Candidate: `85a929eef87d5f775bbed9f2c98409432c86c702`. The baseline
replay uses an isolated detached checkout at the baseline SHA with the
exact candidate regression file.
- Baseline red: the three process regressions failed because the
expected shutdown record was absent. The sidecar initialized, handled
calls and shut down before each assertion.
- Unchanged process regressions pass with the implementation. The
focused sidecar and snapshot suites passed: 117 tests, one unrelated
macOS candidate-admission test skipped on Linux x64.
- `cd packages/paperclip-runner && pnpm exec vitest run
src/cli/acpx-runtime-sidecar.test.ts
src/cli/acpx-sidecar-shutdown.test.ts`
- `cd packages/paperclip-runner && node --test
test/acpx-sidecar-contract.test.mjs`: 16 passed.
- `cd packages/paperclip-runner && pnpm exec tsc -p tsconfig.json
--noEmit`: passed after building the local eval-kernel dependency.
- `git diff --check`: passed.
- These tests use the real sidecar pipe and process boundary with a
controlled provider host. Independent outcome and cleanup files prove
rejection and process cleanup. They do not exercise a live authenticated
Claude/staging run or prove deployed recovery.
- The local preflight could not build Rust because this host has no
Cargo. CI must supply the applicable Rust/build checks. At head
`85a929eef87d5f775bbed9f2c98409432c86c702`, all 61 check runs are
complete: 58 passed and three conditional jobs skipped. The legacy Snyk
status passed. Greptile is 5/5 with both threads resolved. [CI
result](https://github.com/paperclipai/paperclip/actions/runs/42630335496).

## Risks

- The controller can stop reading before it receives the diagnostic
frame. Stderr is an additional path, not a delivery guarantee.
- EOF records a local pipe closure. It cannot identify the upstream
controller cause by itself.
- Hashed IDs require offline hashing of the existing tool-call journal
for correlation. At most 16 samples are retained; counts include the
full pending population.
- No persistent state, retry, cancellation or authorization contract
changes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use and code execution. The
runtime does not expose a more specific 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>
Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 09:57:01 -06:00
DottaandPaperclip bf0220d34a perf(workspaces): migrate with one archive and no readback (#20554)
## Thinking Path

> - Paperclip coordinates agents and keeps their workspace files.
> - A legacy workspace must move from a local volume to object storage.
> - The importer creates an archive, downloads and restores it, and
captures the source again.
> - Parent imports also download and recapture children that already
have committed snapshots.
> - This repeated work makes the one-time migration slow.
> - This change copies each source file once and trusts the upload
acknowledgement.
> - Existing source locks and atomic publication still own the
migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The one-time migration of legacy local and Git workspaces to durable
snapshots.

**Current behavior**

Each workspace is captured twice and restored as a test during
migration. Parent imports also read back already imported child
snapshots. Capture hashes source files before writing them and scans
them again afterward.

**Proposed behavior**

Build one archive from one source-file read, encrypt it, upload it, and
publish its reference. Trust the upload acknowledgement. Reuse journaled
uploads after an interrupted process. Retain committed child snapshots
by database reference.

**Reason and benefit**

Remove repeated source reads, temporary copies, complete downloads, and
recursive child verification. The tests assert one capture, one upload,
and zero migration downloads.

**Breaking changes**

The archive format stays compatible. File hashes required by current
readers are computed inline during the copy. There is no preliminary
file-hashing pass. Existing readers can cold-restore the result.

Related work: #19817 and #20447.

## What Changed

- Add single-pass capture that fills fixed-length checksum fields in the
existing archive header after copying.
- Remove migration readback, test extraction, fresh-source recapture,
and Git integrity scans.
- Compute the encrypted archive checksum while writing it.
- Reuse acknowledged and journaled uploads without rebuilding or
downloading them.
- Retain already imported children through their database bindings.
Remove the recursive payload verification cache.
- Keep company checks, source and writer locks, recovery bindings,
journal identities, cancellation, and atomic publication.
- Bind archived repository intent paths to the operation without
reconstructing an archive to check them.
- Update the migration contract and the affected tests.

## Verification

- Node 24.22.2 and pnpm 9.15.4 on macOS arm64.
- At e876dbdc: focused capture, migration, lost-acknowledgement, and
frozen old-reader compatibility checks: 11 passed.
- Real source-file open counts prove one read per file. The single-pass
archive matches the existing archive bytes and manifest.
- Cold restore preserves staged and unstaged Git work, untracked files,
executable modes, and confined symlinks.
- At e876dbdc: full archive and cohort suites: 147 passed.
- At e876dbdc: server layered typecheck passed.
- At 58e5c229: four review fixes add Git source-root confinement,
archived lost-acknowledgement reuse, old-journal intent binding, and
wrapped-key readability. New focused regressions are included;
current-revision CI is pending.
- Post-review local runs were inconclusive: Git cases timed out in both
existing strict and single-pass modes, and DB tests stalled before
assertions. The unchanged earlier passes are not presented as
final-revision passes. Required CI will verify the final revision.
- Earlier full migration, snapshot storage, and nested-reference suites
passed before the compatibility refinement. Required CI supplies fresh
broad coverage for the final revision.
- Initial compatibility checks exposed the need to retain the existing
file-hash header. Inline checksums fixed that failure without another
source-file pass.
- Initial tests that required repeated verification were updated to the
requested copy-once contract. Upload-time database mutations still test
the retained business-state guards.

## Risks

- Migration now trusts the storage acknowledgement and cooperating
writer fences. It does not prove the uploaded bytes with a download or
detect later local edits with a second capture.
- Already imported child objects are trusted without another object
read. Their database bindings remain checked.
- Original source files remain available for recovery.
- This adds no automatic migration, server pin, or serving deployment.
Ordinary run capture and authenticated restore retain their existing
behavior.

## Model Used

OpenAI Codex, GPT-6 family, with code editing and terminal tools. The
exact runtime model revision 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, including the runtime details
available to this session
- [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
related work above
- [x] I have described the issue in-PR following the enhancement issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket ID
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open follow-ups
- [x] I will address reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 09:13:33 -06:00
DottaandClaude 94cfb84150 fix(scripts): build the plugin SDK in the agent worktree preflight (#20473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Contributors and agents prepare each new git worktree with `node
scripts/agent-preflight.mjs`
> - The server imports `@paperclipai/plugin-sdk` through its built
`dist`. The preflight did not build that `dist`.
> - On a fresh worktree, the server and the restart-chaos harness stop
at startup with `ERR_MODULE_NOT_FOUND` for
`server/node_modules/@paperclipai/plugin-sdk/dist/index.js`
> - The SDK exports `dist` on purpose: plugin workers load it under
plain Node. CI, `paperclipai run` and the typecheck scripts already
build it with `scripts/ensure-plugin-build-deps.mjs`.
> - This pull request makes the preflight run the same builder as a step
> - The benefit is that one preflight command gives a worktree that can
start the server and the harness

## Linked Issues or Issue Description

**What happened?**
After `node scripts/agent-preflight.mjs` on a fresh worktree, `node
cli/node_modules/tsx/dist/cli.mjs tests/restart-chaos/main.ts ...` stops
at startup. The error is `ERR_MODULE_NOT_FOUND` for
`server/node_modules/@paperclipai/plugin-sdk/dist/index.js`, imported
from `server/src/services/reusable-sandbox-resume-error.ts`. The
workaround is `pnpm --filter @paperclipai/plugin-sdk build`.

**Expected behavior**
The preflight prepares everything that the server needs to start. The
server and the harness import their modules without a manual build.

**Steps to reproduce**
1. Make a new worktree from `origin/master`.
2. Run `node scripts/agent-preflight.mjs`.
3. See that `packages/plugins/sdk/dist` does not exist.
4. From `server/`, import
`./src/services/reusable-sandbox-resume-error.ts` with tsx. The import
fails with `ERR_MODULE_NOT_FOUND`.

**Paperclip version or commit**
`origin/master` at a5e01634f6.

## What Changed

- `scripts/agent-preflight.mjs`: add a `plugin-sdk` step after install.
It runs `scripts/ensure-plugin-build-deps.mjs`. That script builds
`@paperclipai/shared` and `@paperclipai/plugin-sdk`, and it skips them
when their content fingerprints match the last build. The step reports
`built` or `skipped`. It fails when the builder fails or when a
completion marker is missing after the build.
- The SDK build does not use the shared cross-worktree cache. Both
packages compile in about 1.6 s with the native compiler, so a cache
clone does not save time.
- `scripts/__tests__/agent-preflight.test.mjs`: new tests. They use the
real builder script with a stand-in compiler. They cover a fresh build,
a skip when sources do not change, a rebuild after a source change, a
rebuild when only the SDK `dist` is missing, a failed build, and missing
outputs. The file is added to `test:release-registry` next to
`agent-build-cache.test.mjs`.
- `doc/DEVELOPING.md`: the "Agent worktree preflight" section describes
the new step.

I checked the other option: change the SDK exports to `src`, as most
sibling packages do. I did not do that. Plugin workers load the SDK
under plain Node, and other tools already depend on the built `dist`. I
also checked the other workspace packages that the server and the
harness import. Only `@paperclipai/paperclip-runner` and
`@paperclipai/paperclip-eval-kernel` also export `dist`, and the
preflight already builds them. The harness builds its sandbox plugin
fixtures itself (`tests/restart-chaos/plugin-build.ts`).

## Verification

- Reproduced on a fresh worktree from `origin/master`: after the
preflight, `packages/plugins/sdk/dist` did not exist and the tsx import
of `server/src/services/reusable-sandbox-resume-error.ts` failed with
`ERR_MODULE_NOT_FOUND`.
- On a second fresh worktree with this change: the preflight printed
`plugin-sdk: built in 1.6s`. A second run printed `plugin-sdk: skipped`.
A tsx import of `reusable-sandbox-resume-error.ts` and
`server/src/app.ts` passed. A tsx import of every module that
`tests/restart-chaos/main.ts` imports passed. I did not run a harness
wave.
- `node --test scripts/__tests__/agent-build-cache.test.mjs
scripts/__tests__/agent-preflight.test.mjs
scripts/__tests__/ensure-plugin-build-deps.test.mjs`: 23 pass.

## Risks

- Low risk. The change affects only the local agent preflight. A fresh
preflight takes about 2 s more. A current worktree adds one fingerprint
check (about 0.1 s).
- The step uses the builder's lock. If another build in the same
worktree holds the lock, the step waits for it, as the other callers do.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 08:03:56 -06:00
f4337bb5fb test(evals): land the chat catalog eval harness on master (#19614)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 08:02:11 -06:00
DottaandClaude Opus 5.5 15a734d068 fix(heartbeat): show a storage outage wait as live status, then record it once (#20460)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - In cloud mode a run reads and writes file storage on its critical
path: it starts its run log (`s3_segments`), restores its saved
workspace, and saves it again
> - Since #20299 a run waits out a storage outage there for up to 5
minutes instead of failing
> - That wait was silent. The board showed "running" with no sign of
life, so a storage wait looked like a dead run (restart-chaos R5
`silent_dead_run`)
> - The first version of this PR wrote a run event on every wait. That
writes the run row (`next_event_seq`, `updated_at`) while the run-log
claim is still in progress, and it covered only the run-log begin
> - This PR shows the wait as live run status instead, writes nothing
during the wait, and records one lifecycle event when the wait ends. It
covers every critical-path wait in the run's storage scope
> - The benefit is that a storage outage shows on the board as waiting,
the run's history keeps one honest line about it, and the claim path is
left alone

## Linked Issues or Issue Description

Refs #20299 (wait out a store outage on a run's critical path).

**What happened?**
- `w-20261110T043533-s11936` (Daytona R1, ST1 194 s, K2): run `d49f58d8`
waited 186 s in `heartbeat.prepare.run_output` with no event. The grader
failed it as `R5:silent_dead_run`.
- `w-20261110T105903-s11936`: the restore download
(`storage.snapshot.download`) waited 182 s with no sign of life.

**Expected:** the board shows the run waiting for file storage, and
nothing about the notice can disturb run-log ownership.

**On the failed `run_output` seen on builds of the first version**
(`w-20261110T101517-s11936` t01 run `9d39550a`,
`w-20261110T081647-s11936` t02 run `9da10424`): the evidence points to
an expired restart lease, not to the notice's row writes. Neither the
writer-authority check (`run-log-authority.ts`) nor the journal claim
compares `next_event_seq` or `updated_at`. A remote
`bootstrap_incomplete` restart claim gets a 60 s lease
(`REMOTE_CONTROLLER_LEASE_MS`), and preparation renews it only for
`reattach_remote_runner` claims. In t01 the claim was at 10:19:55, the
outage ended at 10:22:18.15, and `run_output` failed at 10:22:18.17, on
the first authority check after the store came back. That fix ships
separately as its own PR.

## What Changed

- `storage/storage-unavailable.ts`:
- The run's storage scope can carry a wait observer
(`reportStorageOutageWaitsTo`).
- `retryThroughStorageOutage` tells it about each backoff (`waiting`).
The operation that owns the wait reports one `ended` (`recovered` true
or false), so nested waits do not double-report.
  - `storageOutageWaitFor(purpose, work)` names the step.
- An observer that throws never changes the wait.
`endStorageOutageWaitOn` keeps the observer.
- `heartbeat/storage-wait-notice.ts` (new):
- Each wait sets live runtime status (phase `waiting_for_storage`,
"Waiting for file storage before starting the run log (45s so far)") and
publishes `heartbeat.run.progress`. Nothing goes to the database.
- When the wait ends, it writes one `lifecycle` warn event: "Waited Ns
for file storage before …", with payload `reason:
"storage_outage_wait"`, `purpose`, `waitedMs` and `recovered`.
- `heartbeat.ts`: installs the notice next to `endStorageOutageWaitOn`
(one line).
- Purposes:
  - run-log begin: "starting the run log";
  - `loadWorkspaceSnapshotArchive`: "restoring the workspace";
  - `uploadWorkspaceSnapshot`: "saving the workspace".
- `packages/shared`: adds `waiting_for_storage` to
`HeartbeatRunStatusPhase`.
- `tests/restart-chaos/live-status-evidence.ts` (new): R5 also counts
the board's live run status (`/api/issues/:id/live-runs`
`currentStatusUpdatedAt` / `lastEventAt`) as evidence that a running run
is alive. Wiring it into `observer.ts` takes one import and one changed
line.
- `doc/run-log-events.md`: documents the live status and the one event.
- Removed: the first version's per-wait run event.

## Verification

- `cd server && npx vitest run src/services/heartbeat/run-output.test.ts
src/__tests__/storage-outage-wait.test.ts
src/services/remote-workspace-snapshot-storage.test.ts
src/services/object-byte-journal.test.ts
src/__tests__/storage-s3-credential-rotation.test.ts`: 103 pass.
- Red/green: with the observer disabled (master behaviour), these new
tests fail. With this change they pass:
- run-output "shows the wait as live status and writes nothing to the
run while its log claim waits": no run-row write and no event during the
claim's waits; the live status is `waiting_for_storage`; the claim's
writer-authority check still passes; one lifecycle event afterwards;
- the helper's observer tests (one end per wait; gave-up reporting; a
throwing observer; the Stop signal keeps the observer);
- snapshot storage "tells the run it is waiting for storage while a save
or a restore waits out an outage".
- `PAPERCLIP_IN_WORKTREE=false npx vitest run --config
tests/restart-chaos/vitest.config.ts
tests/restart-chaos/live-status-evidence.test.ts
tests/restart-chaos/observer.test.ts
tests/restart-chaos/triggers.test.ts`: 65 pass. `node
scripts/typecheck-test-projects.mjs tests/restart-chaos`: pass. `cd
server && npx tsc --noEmit`: pass.
- Live restart-chaos waves: results in a comment below.

## Risks

- Low.
  - The retry policy, its budget and Stop handling are unchanged.
- During a wait, the only new effect is an in-memory status and a live
event.
  - Afterwards, one event per wait, written without blocking the run.
- Runtime status is per server process. A board on another instance sees
the waiting line only after the closing event.
- Shared journal work (`runSharedStorageWork`) keeps its own scope
without the observer. Its waits surface through the enclosing run-scoped
wait, as before.
- Previous-release state: this persists no new run or session state. A
run saved by the previous release resumes unchanged.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 07:42:43 -06:00
DottaandClaude Opus 5.5 fea4530a30 fix(recovery): retry a preparation killed by a restart in the uncharged lane (#20534)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When the control plane restarts, an interrupted run must continue on
its own. A user must not have to press Retry because a deploy or a crash
happened
> - A preparation that a restart stops before the provider starts spent
no provider work. It is retried in the uncharged
`interrupted_preparation` lane (12 retries), not the charged
`transient_failure` lane (2 retries)
> - #20496 made that work for a graceful drain (SIGTERM). A hard kill
(SIGKILL) during workspace preparation still landed in the charged lane
> - Two killed preparations in one chain then spent the failure budget,
and the next interruption could not continue: the task needed a manual
Retry
> - This pull request lets restart recovery hand a killed preparation to
the uncharged lane once the killed controller is proven gone
> - The benefit is that a task survives any number of restarts during
workspace preparation (up to the crash-loop cap) without a Retry click

## Linked Issues or Issue Description

**Subsystem affected**
Heartbeat restart recovery: the process-loss reaper in
`server/src/services/heartbeat/recovery.ts`.

**Problem or motivation**
The restart-chaos harness on Daytona with `--storage s3
--storage-trigger snapshot-download` (seed 603, task t02, a codex C1
follow-up) kills the server while a workspace snapshot downloads. On
builds that contain #20496, two replays still ended in
`R3:retry_needed`. The run chain in replay
`w-20261110T061107-s603-replay-t02-1794309789008`:

1. K1 SIGKILL during preparation: `process_lost`, then "Scheduled
bounded retry 1/2 … transient_failure".
2. K2 drain during preparation: `interrupted_preparation` 1 (the #20496
path, correct).
3. K4 SIGKILL during preparation: `process_lost`, then "Scheduled
bounded retry 2/2 … transient_failure".
4. K2 drain during preparation: the failure budget was spent
(`failureRetries` 2), so the hold could not continue. The harness had to
click Retry.

**Root cause**
The reaper does record the no-provider-work certificate
(`executionRecovery: { kind: "bootstrap", providerWorkStarted: false }`)
for a preparing run from another boot. But before it fails the run,
`revokeExpiredLegacyControllerWithState` swaps in a random boot id with
a 60 s lease, a tombstone that no controller holds.
`scheduleBoundedRetryForRun` then asks `isInterruptedNativePreparation`,
whose `preparerMayStillUnwind` check sees that live lease and says the
old preparer may still be unwinding. The lane falls back to
`transient_failure` and charges the failure budget. Every killed
preparation is charged, whether or not its controller is provably gone.

**Proposed solution**
When the reaper has already proven the old controller's recorded process
gone (`legacyControllerGone`, the shared owner prover that #20496 also
uses) and the revoked state shows the run was still preparing with no
process recorded (`restartInterruptedBeforeDispatch`), expire that
tombstone lease in the same `process_lost` write. The lane decision then
sees an expired lease and applies its existing checks (no coordinator,
result or execution events; leases released with stop receipts;
workspace repair when needed). Any evidence of provider work, or a
controller that cannot be proven gone, keeps today's charged behaviour.

**Alternatives considered**
- Revoking with an already expired lease: the 60 s revocation lease
fences other servers while this pass fails the run, so the expiry
belongs in the terminal write.
- Teaching `preparerMayStillUnwind` to ignore unstamped leases: that
would also skip the wait for a lease of a live controller saved by an
older release.

## What Changed

- `server/src/services/heartbeat/recovery.ts`: the `process_lost` write
sets `controllerLeaseExpiresAt` to now when
`restartInterruptedBeforeDispatch && legacyControllerGone`.
- `server/src/__tests__/heartbeat-process-recovery.test.ts`:
- New: a chain whose preparation is killed twice (controllers proven
gone) and then drained. Each kill schedules `interrupted_preparation`
(attempts 1 and 2, `failureRetries` 0), and after the drain the restart
settlement schedules `interrupted_preparation` 3 without a Retry.
- New old-saved/new-resumed case: a preparing run saved by an older
release without a controller process stamp keeps the charged
`transient_failure` lane.
- `doc/execution-semantics.md`: one additive sentence saying the lane
also covers a hard kill once the killed controller is proven gone.

## Verification

- Red/green: `npx vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t "killed twice"`
fails on master (the first kill schedules `transient_failure`) and
passes with the fix.
- Related suites pass: `heartbeat-process-recovery`,
`interrupted-preparation-hold-settle`,
`execution-recovery-dead-controller`, `legacy-controller-lease` and
`ownership-reconciliation-report` (5 files, 521 tests).
- Live (Daytona, `--storage s3 --storage-trigger snapshot-download`,
replay of `w-20261110T061107-s603/t02` with K1/K2/K4/K2, image
`paperclip-daytona-runner@sha256:05a4a092…` whose runner content matches
this branch): running; the result will be posted as a comment.

## Risks

- Low. The change applies only when the shared owner prover returns
`gone` for the exact recorded controller and the run was still preparing
with no process recorded. The lease's boot id stays the random
revocation id, so the old controller can still never renew it. Old rows
without a controller stamp keep today's behaviour.
- Previous-release story (upgrade-safe-run-state): no persisted shape
changes. A run saved mid-preparation by an older release has no
`controllerProcess` stamp, cannot be proven gone, and keeps the charged
lane (covered by the new old-saved test). Retries an older release
already scheduled in the charged lane keep their counters.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 06:48:43 -06:00
DottaandClaude bf45700ca3 fix(native): make Retry work after a turn start cut off once Codex recorded the turn (#20516)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native Codex run sends `turn/start` through its runner. A
control-plane restart can kill the runner and Codex while that request
is in flight
> - #20507 lets the runner resume by itself when Codex's thread history
proves the turn was never created. When Codex did record the turn, the
turn may have done work, so the runner still fails closed and nothing
replays it
> - That branch must still end in a Retry that works. The next run on
the same conversation is refused at the runner-state fence before it
asks for a runner. #20507 let Retry continue after that run by matching
the refusal's error text
> - Driving that branch end to end with the real runner exposed a second
dead end. When the owner's runner dies, its provider-session close
cannot prove suspension, so this server process can keep an
operator-required cleanup quarantine for the task. Retry was then
refused outright ("Send a new message")
> - This pull request replaces the text match with a server-authored
run-log event, lets Retry take the same verified-stop path as a new
message, and adds a real-runner test of the whole branch: the cut-off
owner fails closed, the follow-up is refused with structured proof,
Retry is admitted, and the fresh Retry run completes
> - The benefit is that this restart window cannot strand a task, and
the Retry gate no longer depends on error wording

## Linked Issues or Issue Description

**What happened?**
Follow-up to #20507 (restart-chaos wave `w-20261110T033426-s108`, t03).
#20507 left one item open: prove that a person's Retry produces a
working run when the restart cut off `turn.start` after Codex recorded
the turn. It also matched the fence refusal by its error text.

**Expected behavior**
After that cut-off, the owner stays failed closed and the turn is never
started again by itself. A person's Retry starts a new run that
completes. It never fails with `quarantine_owner_unverified` and never
returns 202 with no run.

**Steps to reproduce**
1. Run `pnpm --filter @paperclipai/server exec vitest run
src/services/native-runtime/native-cut-turn-start-retry.integration.test.ts`.
2. Without the new event, the test fails: the refused follow-up has no
proof that it never launched, so Retry after it would wait on
`process_identity_missing`.

## What Changed

- `native-session-executor.ts`: when the runner-state fence refuses a
run before launch (`prior_owner_*` or `legacy_prior_owner_*`), the
executor records the server-authored event
`native.prior_owner_fence_refused` with the closed refusal `reason`,
then fails the run as before. A failed write leaves the run held (the
safe side).
- `native-local-process-stop.ts`: `nativeRunNeverLaunched` accepts a
failed run that has this event (and still no launch, identity,
`adapter.invoke` or runner-sourced event). It no longer reads the error
text.
- `explicit-native-continuation.ts`: when the task's in-process cleanup
quarantine is operator-required, a Retry no longer returns
`cleanup_quarantined` at once. Like a new message, it must first pass
`verifyStoppedNativeSessionForContinuation`, which releases the
quarantine and records `native.stopped_conversation_verified`. A native
Retry always starts a fresh conversation (`forceFreshSession`), so it
never resumes the interrupted turn. If the proof fails, Retry still
returns `cleanup_quarantined`.
- `verifyStoppedNativeSessionForContinuation`
(`native-session-executor.ts`), three narrow additions:
- a run with `native.prior_owner_fence_refused` may stand in for the
saved state's owner, like a run refused by the cleanup quarantine (both
were refused before launch);
- when the session root is gone, it reads the fence's single
`identity_indeterminate` quarantined copy of the owner's state (several
copies stay ambiguous);
- a provider startup attempt in phase `initialization_failed` whose
direct child exited and whose process and process group are gone no
longer blocks the proof. A same-run restore that fails closed leaves
exactly this record. Those PIDs are also re-checked before the
quarantine is released.
- New real-runnerd integration test
`native-cut-turn-start-retry.integration.test.ts` (real runnerd and fake
Codex with `--hang-turn-start after`):
1. The owner run's `turn/start` hangs after Codex recorded the turn; the
runner and Codex are killed. The owner's provider state keeps the
ambiguous start, and the thread history keeps the turn.
2. The same-run resume restores the runner and fails closed with "cannot
safely recover an ambiguous Codex turn start". Codex saw exactly one
`turn/start`.
3. A follow-up on the same conversation is refused with `prior_owner_*`,
never `quarantine_owner_unverified`. It records
`native.prior_owner_fence_refused`, launches nothing, and
`nativeRunNeverLaunched` is true for it.
4. The owner's operator-required in-process cleanup quarantine is pinned
(whether the real close lands there is timing-dependent; about half of
the local runs did).
5. Retry of the refused follow-up passes
`admitExplicitNativeContinuation` (not a dry run) with no block reason,
releases the quarantine and records
`native.stopped_conversation_verified`.
6. The Retry run, prepared with a fresh conversation as task Retry does
(`forceFreshSession`), uses a different runner-state root and completes
with exit code 0. Codex saw one new `thread/start` and one new
`turn/start`; the cut-off turn was never started again.
- `explicit-native-continuation.test.ts`: the fence rows now insert the
event. A new row shows that the refusal text alone keeps the run held.
The "worker loss (retry)" case now expects a verified Retry to be
admitted like a new message.
- `native-recovered-owner-followup.test.ts`: a fixture event moves to a
free sequence number, because the refused follow-up now writes its own
event.
- Docs: `doc/run-log-events.md` (new event) and
`packages/paperclip-runner/docs/durable-recovery.md`.

## Verification

- Red/green:
- Without the event write, the integration test fails (no fence event,
so the follow-up is not proven unlaunched).
- Without the gate and proof changes, it fails with `expected [
'cleanup_quarantined' ] to deeply equal []`: Retry is refused while the
owner's quarantine is held.
  - With all changes, it passes.
- `vitest run` of `native-recovered-owner-followup`,
`explicit-native-continuation` (427 tests), `quarantined-task-retry`,
`issue-confirm-run-stopped-routes`, `native-finalization-recovery`,
`task-interruption-query`, `execution-projection`,
`chat-run-publications`, `closed-native-receipt-accounting`,
`agent-live-run-routes` and the new integration test pass.
- Server `tsc --noEmit` passes.
- Runner code and the pack `contractDigest` do not change.

## Risks

- Low-medium risk. The new event is written only on the fence refusal
path, which already fails the run. It is local run-log data (no
Telemetry or OpenTelemetry).
- Retry after an operator-required cleanup quarantine is a behaviour
change: it was always refused, and now it is admitted only after the
same exact stop proof a new message needs. That proof checks the owner's
runner stop record, every recorded provider and startup PID and process
group, and the unchanged state fingerprint before it releases the
quarantine.
- A run refused by a build between #20507 and this change has only the
error text. It stays held on `process_identity_missing` until a person
sends a new message or the board confirms the stop. #20507 has not
shipped in a release yet.
- The test models the restart in-process: it kills the runner and Codex
and calls the executor again. It does not drive the HTTP Retry route;
the route's own behaviour (fresh conversation, admission gate) is
covered by existing tests and by `nativeRunNeverLaunched` here.
- Open decision, unchanged: a turn Codex recorded before the restart is
never replayed or adopted. Continuing is a person's decision.

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

## Model Used

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

## Checklist

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

Refs #20507

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 06:16:42 -06:00
DottaandClaude Opus 5.5 c0593b69f1 fix(accounting): close a remote-Runner turn completed across a session restore as a lower bound (#20524)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs settle their charge once the final usage receipt is
complete.
> - #20517 fixed one case for the local Runner. If a restart stops the
provider before a turn's final usage report, and the restored Runner
then reports that turn completed, the turn now closes as a lower bound
instead of waiting 10 minutes.
> - Remote Runners deliver usage through a separate producer-owned
receiver. That receiver dropped `session.resumed`, so the same turn
there still waited for the 10-minute closure timeout.
> - This pull request applies the #20517 rule to that receiver.
> - The benefit is that remote ACPX and OpenCode runs settle promptly
with an honest lower-bound label after a mid-turn restore.

## Linked Issues or Issue Description

Refs #20517.

**What happened?**

After #20517, `session.resumed` reached turn accounting only through the
local Runner's fallback recorder. The remote producer receiver
(`native-usage-delivery.ts`) and the session-authority filter
(`isNativeUsageAccountingEvent`) both dropped it. A remote ACPX or
OpenCode turn that was open across a session restore, and then reported
terminal without a complete report, left the receipt incomplete until
the closure timeout.

**Expected behavior**

Same rule as the local Runner. Such a turn closes as a lower bound right
away. A complete report that arrives after the restore is still used,
and a turn that starts after the restore stays pending until its own
report is complete.

**Steps to reproduce**

`native-usage-delivery.integration.test.ts > a turn restored mid-turn on
a remote Runner > closes the turn as a lower bound, also after the
controller restarts between restore and terminal` fails on master: the
receipt stays `accountingReceiptReady: false`.

## What Changed

- **Receiver (`createNativeUsageReceiver`).** It now accepts
`session.resumed` for turn-reporting providers (ACPX, OpenCode) while a
turn is open. It journals the restore as a receipt like any other
producer event, so turn accounting marks the open turn restored. A
replacement controller rebuilds the same state from that journal.
- **Restores never fail delivery.** A restore from another run or
source, or one with no open turn, is ignored, not rejected. An
unacknowledged lifecycle event would otherwise replay without end.
- **Session-authority filter.** `acceptAccountingEvent` now uses a new
`isNativeUsageDeliveryEvent`: the usage events plus `session.resumed`. A
restore for another run is ignored there too.
- **Recovery routing is unchanged.** `acceptRecoveryAccountingEvent` and
`onRecoveryAccountingEvent` keep the usage-only
`isNativeUsageAccountingEvent`, so a source run's restore never requires
a proven recovery source.
- **Turn accounting** gets a `hasOpenTurn()` helper.
- **Docs:** `doc/SPEC-implementation.md` now covers both Runners.

## Verification

- `native-usage-delivery.integration.test.ts`, describe `a turn restored
mid-turn on a remote Runner` (real PostgreSQL):

  | Test | On master | Here |
  |---|---|---|
| `closes the turn as a lower bound, also after the controller restarts
between restore and terminal`: the restore is journaled by one receiver
and the terminal arrives at a rebuilt one; replaying everything again is
idempotent | fails | passes |
| `keeps the turn's own final report when it arrives after the restore`
(guard) | passes | passes |
| `keeps a turn started after the restore pending, and journals nothing
for a restore with no open turn` (guard) | passes | passes |

- `native-session-executor.test.ts > binds retained warm transport usage
to the successor run authority` covers routing through the
session-authority filter:
  - a current-run restore reaches the successor's capture;
  - a draining-run restore reaches the drained capture;
  - an unrelated-run restore resolves with no capture;
  - recovery routing ignores a source restore.

It fails when the filter is reverted to `isNativeUsageAccountingEvent`.
- Related suites pass: `native-usage-delivery.integration` and
`native-usage-accounting` (46 tests), and the usage, accounting, receipt
and authority cases in `native-session-executor.test.ts` (224 tests).
Server typecheck passes.
- **The live remote path is unproven.** No Daytona wave ran because the
Daytona Runner image has not been rebuilt yet. The local Runner
counterpart (#20517) passed restart-chaos L1, seed 20386, 4/4
(`w-20261110T104332-s20386`).

## Risks

- **Upgrade safety.** Usage state saved by current master has no
journaled restore and rebuilds as before. A receiver that predates this
change replays a journaled restore as an ignored event, which is the
behaviour on master. A restore that an older controller already
acknowledged is not replayed, so that run waits for the closure timeout
as it does today.
- **One extra receipt per mid-turn restore**, only for ACPX and OpenCode
and only while a turn is open. Nothing is added before `turn.start`: a
restore with no open turn returns immediately.
- **Codex and other providers are unaffected.** They do not use turn
accounting.
- No schema or persisted-format change.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with shell, file-edit and code-execution tools.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 05:42:52 -06:00
DottaandClaude Opus 5.5 37808f2a4e fix(accounting): close a local-Runner turn completed across a session restore as a lower bound (#20517)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs record usage receipts, and accounting settles a run's
charge once its final receipt is complete.
> - ACPX Claude reports provisional zero usage until a turn ends, then
one final report.
> - A restart can stop the provider after the agent's finish call and
before that final report. The restored Runner then resumes the session
and reports the same turn completed with no complete report.
> - The receipt stayed incomplete, so the accepted run waited for the
10-minute closure timeout and then settled as unpriced. Its spend was
missing from company totals in the meantime.
> - This pull request closes such a turn as a lower bound, the same way
a turn the Runner fails as lost on restore is already closed.
> - The benefit is that an accepted run settles right away with its
observed usage and an honest lower-bound label.

## Linked Issues or Issue Description

Refs #20484 (restart-chaos L1 contention follow-up).

**What happened?**

After #20484 fixed the database contention, restart-chaos L1 (`--seed
20386 --db-pressure 4`, codex and claude, K1) reached 4/4 tasks done.
Each task still failed the T-oracle `company_spend_settled` with
`pending_runs=1`. A replay on master with `--keep`
(`w-20261110T100747-s20386`) reproduced it, and I read the kept
database:

- The pending run (`71f71d10`, ACPX Claude) succeeded and had its result
accepted. Its usage had `accountingReceiptReady: false`, zero tokens,
`costStatus: unpriced`, and no cost event.
- Its only turn started before K1, and every usage report in it was
provisional (`runDeltaComplete: false`). K1 struck right after the
agent's `paperclip_finish` call (source seq 118), before the turn's
final report.
- On restart, recovery verified the local process stopped and resumed
the session (`session.resumed`, seq 119). The restored Runner then
reported the same turn `turn.completed` (seq 124) with no usage report.
- The other Claude run in that wave lost its turn as
`provider_turn_lost_on_restore`, ran a new turn live with full usage,
and settled at once.

**Expected behavior**

An accepted run whose open turn's final report was lost with the
provider process settles promptly. It records its observed usage as a
lower bound, like a turn lost on restore. A complete report that does
arrive after the restore is still used.

**Steps to reproduce**

`server/src/services/native-runtime/native-usage-accounting.test.ts >
closes a turn that completed across a session restore without its final
report, as a lower bound` uses the event sequence from the kept
database. It fails on master because the snapshot stays incomplete.

## What Changed

- `createNativeTurnAccounting` observes `session.resumed` and marks
every open turn as restored. A terminal event for a restored turn
without a complete report marks it lost. The snapshot then closes it as
a lower bound (`accountingUsageLost`), through the existing
lost-on-restore path. A new `turn.started` clears the mark.
- A lost terminal turn keeps its identity in the snapshot, so the
executor's terminal-turn match certifies the final checkpoint as
complete. This came from review.
- The native session executor includes `session.resumed` when it
rebuilds turn state from the run's event log after a controller restart.
- `doc/SPEC-implementation.md` documents the case next to the existing
lost-on-restore rule.

## Verification

- Red on master, green here: `native-usage-accounting.test.ts > closes a
turn that completed across a session restore without its final report,
as a lower bound`. It also checks that replaying the history twice gives
the same snapshot.
- Red on the first revision, green after the review fix:
`native-session-executor.test.ts > certifies a turn completed across a
session restore as a lower bound (history replay: false|true)`. It
drives the restored sequence through executor completion, both live and
from the event history.
- New guards that pass before and after:
- `keeps a restored turn's own final report when it arrives after the
restore`: a complete report after resume is used, not marked lost.
- `keeps an incomplete turn pending when the session resumed before it
started`.
- The existing `keeps an incomplete provider report pending instead of
trusting placeholder zeroes` still passes.
- Related suites pass: `native-usage-accounting`,
`native-usage-delivery.integration`, `closed-native-receipt-accounting`
(107 tests), and the usage, accounting and receipt cases in
`native-session-executor.test.ts` (151 tests). Server typecheck passes.
- Live, restart-chaos L1, seed 20386, `--db-pressure 4`, codex and
claude, K1, head `a6e521f06c`, clean worktree:
`w-20261110T104332-s20386` passed 4/4. R1–R6 and the T-oracle passed for
every task. `company_spend_settled` reported `pending_runs=0` (summary
85.30823 = cost events 85.30823), with zero serialization failures under
about 397k pressure updates. On master the same seed failed every task
on `company_spend_settled pending_runs=1` (`w-20261110T100747-s20386`,
among others).

## Risks

- A restored turn without a complete report now settles at its observed
usage, flagged as a lower bound, instead of after 10 minutes as "closure
timed out". In both cases the final report never arrived. The money
recorded is the same observed usage; only the timing and the provenance
label differ.
- Scope: local Runner only. The executor fallback-recorder path sees
`session.resumed`. The producer-owned delivery path for remote runners
(`native-usage-delivery.ts`, `isNativeUsageAccountingEvent`) still drops
it, so a remote ACPX/OpenCode turn restored mid-turn still waits for the
closure timeout. That is a follow-up.
- No schema or persisted-format change.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with shell, file-edit and code-execution tools.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 04:46:29 -06:00
DottaandClaude dc9971bdb8 fix(native): keep another server's orphan sweep off a lease its owner took back (#20508)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run holds an executor lease on its
`native_run_finalizations` row. #20474 lets the same owner take back its
own lease when the lease lapsed only because the host slept.
> - That take-back is safe only if every other actor that acts on a
lapsed lease records its action under the coordinator row lock first.
The plan `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`
lists the actors that do not. Gap 2 is another server's orphan sweep.
> - The sweep reads the lease as lapsed. Later it writes the
ownership-unverified marker on the run, without the coordinator lock and
without a new check of the lease. If the owner wakes and takes its lease
back between the read and the write, a healthy run gets the marker.
> - The board then shows "automatic recovery is blocked" on a run that
works. After the next host sleep, the owner cannot take its lease back,
so the turn is interrupted and the user must click Retry. The owner's
rule is that a task interrupted by sleep must resume by itself.
> - This pull request makes the sweep write its marker under the
coordinator row lock, and only while no executor lease on the run is
live.
> - The benefit is that exactly one side wins: the sweep marks a run
whose owner did not come back, and it leaves alone a run whose owner
took its lease back.

## Linked Issues or Issue Description

Refs #20474

**What happened?**
Two servers share one database. Server A's host sleeps, so the executor
lease of its native run lapses. Server B's orphan sweep reads the lapsed
lease. Server A wakes and takes its lease back (#20474). Server B then
writes `native_execution_ownership_unverified` on the run that A still
owns.

**What did you expect?**
Server B writes the marker only if the lease is still lapsed when it
writes. One side wins.

**Steps to reproduce**
`server/src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts`
holds the owner's take-back open, runs the real
`heartbeatService(db).reapOrphanedRuns()` until its write waits on a
lock, then commits the take-back. Before this change the run ends with
`errorCode: native_execution_ownership_unverified` and the owner's next
take-back fails with `native_session_lease_lost`.

## What Changed

- `setRunStatusFromLive`
(`server/src/services/heartbeat/run-lifecycle.ts`) has a new option
`onlyWhileNativeLeaseLapsed`. It locks the coordinator row first. This
is the same order that `lockNativeExecutionLeaseForReacquire` uses. The
UPDATE then requires that no executor lease on the run is live.
- `markNativeOwnershipUnverified`
(`server/src/services/heartbeat/recovery.ts`) takes `leaseLapsed`. The
orphan sweep in `recoverActiveExecutions` sets it when it read the lease
as lapsed or unset. Other callers do not change. They keep the same call
shape.
- A new regression test, red before the fix:
`server/src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts`.
It also checks that the sweep still marks a lapsed run whose owner did
not come back, and that the late owner stays fenced out.
- `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`: gap 2 is
marked closed without the epoch design.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts` — red on
`origin/master` (the run keeps the marker), green with this change.
- `cd server && pnpm exec vitest run
src/__tests__/heartbeat-native-orphan-sweep-lease-race.test.ts
src/services/heartbeat/recovery.test.ts
src/services/native-runtime/native-execution-lease-reacquire.test.ts
src/__tests__/heartbeat-status-preserving-telemetry.test.ts` — 129
passed.
- `cd server && pnpm exec tsc --noEmit -p tsconfig.json` — clean.
- Restart-chaos time-fault wave on this branch: see the wave comment
below.

## Risks

- Low risk. Only the orphan sweep's marker write changes, and only for a
run whose lease it read as lapsed. The sweep now takes the coordinator
row lock before the run row. The owner's take-back uses the same order,
so the two cannot deadlock.
- If the owner took the lease back, the sweep now writes nothing and
appends no event. The next sweep sees a live lease and defers, as
before.
- The other gaps in the plan (workspace finalization, shared-workspace
holder detection, board copyback confirmation) do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 03:57:20 -06:00
DottaandClaude Opus 5.5 0b20ea6fe9 fix(accounting): keep budget admission and usage handoff alive under run-row updates (#20484)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Before a run starts provider work, Paperclip reserves its budget and
binds a usage recorder. Both write the run's `heartbeat_runs` row.
> - Run-log appends, output progress and lifecycle events update that
same row while the run prepares and streams.
> - #20385 fixed this race for the standalone usage-receipt write only.
Budget admission and the recorder handoff still take a repeatable-read
snapshot before they lock the run row.
> - Each concurrent row update makes that snapshot stale. Four retries
run out with SQLSTATE `40001`, and the run ends `adapter_failed` with
raw SQL as its error.
> - This pull request applies the #20385 pattern (READ COMMITTED under
the existing locks) to those writers and to the final dispatch gate. It
also gives exhausted retries a bounded cause.
> - The benefit is that busy runs start and account normally, and a
remaining failure names its cause.

## Linked Issues or Issue Description

Refs #20385. Builds on #20483 (bounded failure cause and
`withoutSqlStatementText`).

**What happened?**

The restart-chaos L1 workload with `--db-pressure 4` (harness writers
that update each running run row, one row per statement, like a fast
stream) failed on master. In one wave, 0 of 4 tasks passed. Every first
run failed in `reserveRunBudget` before spawn. In an earlier wave, a run
failed in `createRunUsageRecorder`. The stack in both cases is `could
not serialize access due to concurrent update` (`40001`) on the run-row
`FOR UPDATE`. The board `runError` showed the full `select ... from
heartbeat_runs ... for update` statement. The server log line `heartbeat
execution failed` dropped the database cause.

Realism: the harness writers are synthetic, but the product has the same
writers on the same row. `appendHeartbeatRunEvent` increments
`next_event_seq`, output progress updates `last_output_*`, and lifecycle
events land while a run prepares. On a hosted database the window
between snapshot and row lock is wider than locally, so a busy run
reaches the same race without the harness.

**Expected behavior**

Budget admission and the recorder handoff commit while other writers
update the run row. Budget invariants stay intact: one reservation per
run, a reached hard stop still refuses work, and committed holds count
against later admissions. Usage receipts are journaled once. If retries
still run out, the run shows a bounded cause without SQL, and the server
log records the SQLSTATE.

**Steps to reproduce**

Run `server/src/services/run-accounting-contention.test.ts` against the
parent commit. The deterministic cases commit a real
`appendHeartbeatRunEvent` after the writer's transaction checks the
company and before it locks the run. Six of the eight cases fail with
`40001`.

## What Changed

- `reserveRunBudget` runs at READ COMMITTED. All mutable reads follow
the shared admission fences, the agent `FOR SHARE` lock and the run-row
`FOR UPDATE`. Exposure stays one SQL statement (hold-to-ledger atomic).
The `budget_reservations_run_idx` unique index and the run lock still
prevent a second hold.
- The final dispatch gate's accounting phase
(`dispatchResolvedInteractionIfCurrent` through `withIssueThenRunLocks`
in `run-dispatch/adapters/postgres.ts`) runs at READ COMMITTED. Its
ownership phase already read the same staleness facts at READ COMMITTED
under the same issue and run locks. Retry promotion and stale-run
cancellation keep their repeatable-read snapshot. The first L1 proof
wave found this writer exhausting `40001` once the other three were
fixed.
- `createRunUsageRecorder` runs its receipt-source handoff and its
capture-failure fence at READ COMMITTED. Both lock the run row first,
the same as `persistUsageReceipt` after #20385.
- `withOperationAccountingTransaction` raises
`AccountingContentionError` when retries run out. It has a bounded
message, `code` keeps the SQLSTATE (`40001`/`40P01`), `cause` keeps the
database error, and a warning logs both.
- `failRun` shows that bounded message. The code stays `adapter_failed`,
so chat and recovery retry paths still apply. #20483's `failureCause`
records `40001`. All other SQL text handling comes from #20483
(`withoutSqlStatementText`), unchanged here.
- `doc/DATABASE.md` documents the isolation choice and the failure
contract.

### Inventory of REPEATABLE READ / SERIALIZABLE transactions that write
run-scoped rows

| Writer | Status | Notes |
| --- | --- | --- |
| `persistUsageReceipt` (`usage-receipts.ts`) | Fixed in #20385 | READ
COMMITTED under the run lock. |
| `reserveRunBudget` (`budget-reservations.ts`) | Fixed here | Seen in
waves (`budget-reservations.ts:90`). |
| `createRunUsageRecorder` handoff (`usage-receipts.ts`) | Fixed here |
Seen in waves (`usage-receipts.ts:572`). |
| `createRunUsageRecorder` capture-failure fence (`persistFailure`) |
Fixed here | Same shape: run lock first, runs mid-stream. |
| Native finalizer `claimCoordinator` (`native-run-finalizer.ts`) | Safe
| A default READ COMMITTED transaction with `FOR UPDATE` on the
coordinator row. It cannot raise `40001`. The wave errors there were
`native_finalization_missing`, a symptom of the failed reservation (no
coordinator existed yet). |
| Final dispatch gate, accounting phase
(`dispatchResolvedInteractionIfCurrent`) | Fixed here | Seen in proof
wave `w-20261110T075857-s20386` (runs `140ddb10`, `c028c6c4`,
`fea0ee5a`). Its ownership phase already used READ COMMITTED under the
same locks with the same staleness reads. |
| Retry promotion and stale-run cancellation (`promoteOrCancelDueRetry`,
`cancelStaleQueuedRun`, same lock helper) | Follow-up | Kept at
repeatable read: `loadGateFacts` combines wakes, comments, dependencies,
tree holds and repair state in one decision. They act on queued or
scheduled runs, not streaming ones. Not seen failing in waves. If
retries run out, they now fail with the bounded cause. |
| Run settlement `accountRunCost` (`run-cost-accounting.ts`) | Follow-up
| Seen with `40001` in a wave log. Leaves the run pending;
`reconcileRunCosts` retries it durably. Multi-aggregate (coordinator,
receipts, images, closure). |
| Tool cost events (`paperclip-runner-tool-authority.ts`, `costs.ts`) |
Safe | Insert `cost_events` only; the run row is referenced, not locked
or updated. |
| Budget enforcement and evaluation (`budgets.ts`), billing
reconciliation, accounting-integrity repair | Safe | Lock policy,
invoice or company rows, not a streaming run row. Run reads are plain
selects. |
| Browser use, decisions, prompt-injection, fast responses | Safe |
Write their own invocation/reservation rows, not `heartbeat_runs`. |
| Read-only RR snapshots (`withAccountingReadSnapshot`, idle-sleep, tool
gateway, customer success, `routes/decisions.ts`) | Safe | Read only, or
no run-scoped writes. |

## Verification

- Red on the parent commit, green on this branch:
`server/src/services/run-accounting-contention.test.ts` (real embedded
PostgreSQL).
- `reserveRunBudget > reserves once when run events commit between its
company check and its run lock` (red: `40001`)
- `reserveRunBudget > reserves every run while back-to-back writers
update the run row` (red: `40001`)
- `reserveRunBudget > counts every committed hold, so successive
admissions never exceed the budget` (red)
- `reserveRunBudget > still refuses a run once the hard stop is reached`
(red: `40001` instead of `409`)
- `createRunUsageRecorder > binds its receipt source when run events
commit between its company check and its run lock` (red: `40001`; green
asserts the spooled receipt is journaled exactly once)
- `createRunUsageRecorder > binds while back-to-back writers update the
run row` (red: `40001`)
- `reserveRunBudget > never creates a second reservation for one run
when two dispatches race` (invariant; passes before and after)
- `final dispatch gate > admits and hands off a reserved run when run
events commit between its company check and its run lock` (red:
`AccountingContentionError` after 4 × `40001`)
- `createRunUsageRecorder > persists its capture-failure fence once when
run events commit between its company check and its run lock`
- `final dispatch gate > admits while back-to-back writers update the
run row` (red: `40001`)
- `exhausted retries > fail with a bounded, SQL-free cause that keeps
the SQLSTATE` (new contract)
- `run-completion.test.ts > saves a bounded cause and keeps the
retryable generic code when accounting retries are exhausted` (saved
code, message and `failureCause`, and log fields, through `failRun`)
- Related suites pass: `usage-receipts-read`,
`admission-independent-of-cleanup`, `budget-live-attempts`,
`idle-accounting-work`, `budget-enforcement-scoping`,
`closed-native-receipt-accounting`, `budget-evaluation-work`,
`run-dispatch/adapters/postgres`, `heartbeat/run-completion` (all 126
run-completion cases pass; its `afterAll` embedded-PostgreSQL teardown
exceeded 30 s on this loaded host, the known local flake).
- `pnpm --filter @paperclipai/server typecheck` passes.
- Latency of `reserveRunBudget` on the normal path (no contention,
embedded PostgreSQL, 350 measured reservations per run, 3 runs each):
before p50 14.7 / 15.0 / 18.6 ms, p95 25.6 / 31.4 / 39.4 ms; after p50
14.2 / 14.0 / 16.6 ms, p95 29.7 / 24.0 / 29.3 ms. No added latency: the
statements are the same, only the isolation level changes. Under
contention it removes the retry backoff.
- Live restart-chaos L1 waves (`--seed 20386 --db-pressure 4`, codex and
claude, K1):
- Master before this change: `w-20261110T050818-s20386`, 0/4. Every
first run failed in `reserveRunBudget` with `40001`.
- Head `90530789b0` (first three writers fixed):
`w-20261110T075857-s20386`, 2/4. Both codex tasks passed. Both claude
failures (t02, t03) trace to the dispatch gate, now fixed. Those runs
already showed the bounded cause, with no SQL on the board. The failure
was logged with `sqlState` 40001. No `reserveRunBudget` or recorder
`40001` remained.
- Head `d5ed21926f` (dispatch gate fixed): `w-20261110T090531-s20386`.
All 4 tasks reached done with no retry and R1–R6 passed. There were no
failed runs and zero `40001` in the server log, under 310k pressure
updates. Each task still failed the T-oracle `company_spend_settled`
with `pending_runs=1`. That pending run is t02's continuation run
`601ae80a`, cancelled before provider work as `issue_terminal_status`,
whose accounting debt was not yet settled when graded about 15 s later.
It is not a contention failure. Caveat: I edited the worktree during
this wave (`worktree_changed_mid_wave`), so a clean wave on the final
head follows.
- Final head `9f1c480717`, clean worktree: `w-20261110T094417-s20386`.
All 4 tasks reached done with no retry, and R1–R6 passed for each. There
were no failed runs and zero serialization failures in the server log,
under about 523k pressure updates. Each task still fails only the
T-oracle `company_spend_settled` (`pending_runs=1`). It is the same
cancelled pre-provider continuation run (`issue_terminal_status`), whose
accounting debt was still unsettled at grading. That is a separate
settlement-timing follow-up, not database contention. Master was 0/4 on
the same seed.

## Risks

- READ COMMITTED gives each statement its own snapshot. Admission reads
policy, scope and exposure in separate statements. The shared
company/project fences and the agent share lock exclude concurrent pause
and policy edits, and exposure stays one statement, so each read is at
least as fresh as the old snapshot.
- Concurrent admissions of different runs stay best-effort, as
`doc/SPEC-implementation.md` already states ("concurrent starts can
exceed the same observed balance"). This change does not widen that
window: each statement snapshot is newer than the old transaction
snapshot. It does not add a company mutex.
- A run that fails after exhausted retries now records
`accounting_contention` instead of `adapter_failed`. Retry rules that
key on `adapter_failed` spawn-like messages did not match this failure
before, so no automatic retry changes.
- No schema, migration or persisted-format change.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with shell, file-edit and code-execution tools.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 03:47:48 -06:00
DottaandClaude 1402e92d1f fix(native): take back an executor lease that lapsed only because the host slept (#20474)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run holds an execution lease on its
`native_run_finalizations` row. The lease lasts 20 minutes, and the
owner renews it every 5 minutes.
> - When a laptop sleeps for longer than the lease, the wall clock and
the database clock move past `lease_expires_at`. The server's monotonic
timers barely move.
> - After the wake, the next renewal finds its own lease expired. It
interrupts a healthy turn with `native_session_lease_lost`, and the user
must click Retry. Nobody else took the lease.
> - Several background consumers act on an expired lease without
changing its owner. So expiry alone cannot simply be ignored for the
owner.
> - This pull request makes takeover explicit. The same owner can take
back its own lapsed lease only when no other actor has recorded anything
on the row or the run.
> - The benefit is that a run interrupted only by host sleep continues
with no Retry. A real takeover still fences the late owner out.

## Linked Issues or Issue Description

**What happened?**
The restart-chaos time fault TM2 stops the server and runner tree and
ages every database time by one hour, as a stand-in for a laptop that
slept. After the thaw, the next 5-minute renewal of the native execution
lease found the lease expired. It interrupted the turn
(`turn.interrupted` at 300 s, `native_session_lease_lost`). The failure
settlement was then refused with the same code, and the UI showed
"Couldn't finish this attempt" with Retry. The owner, attempt, boot and
pid were unchanged. Evidence: wave `w-20261110T051535-s304` t01 (TM2, 1
h) failed R3. t02 in the same wave (TM1, a 113 s server-only freeze with
no clock jump) passed, so the failure follows the clock jump and not the
pause.

**Is this a harness artifact?**
No. TM2 ages the stored rows, and a real sleep moves the clock forward.
Both produce the same comparison: a stored `lease_expires_at` is earlier
than `clock_timestamp()` after the wake. The server's renewal timer and
local deadline use the monotonic clock. On macOS and Linux that clock
does not count suspended time, so they do not notice the sleep in either
case. The first database check after the wake is the renewal predicate
`lease_expires_at > clock_timestamp()`, and it fails in both cases.

**Expected behavior**
A run whose lease lapsed only because time jumped, and that no other
actor claimed, keeps running and finishes without Retry.

**Steps to reproduce**
`node cli/node_modules/tsx/dist/cli.mjs tests/restart-chaos/main.ts
--env local --adapters codex --workloads B5 --faults TM2
--time-age-hours 1 --concurrency 1 --tasks 2 --seed 304` with the
harness from #20458.

Refs #20458, #20500

## What Changed

- `native-execution-lease.ts`: add `nativeExecutionLeaseHeldCondition`
and `lockNativeExecutionLeaseForReacquire`. A lease is held when it is
live. For a local run, it is also held when it lapsed and is untouched.
"Untouched" means all of these are true:
  - the claimed generation matches;
  - the phase is `observed` and no result is accepted;
- `recovery_state`, `recovery_request_id`, `failure_code` and
`next_attempt_at` are null;
  - `controller_host_hash` is not the board's attested-stopped stamp;
- the run is still `running`, without the ownership-unverified error
code and without a `nativeStartupCleanup` marker.
- The caller's WHERE already matches the owner token, attempt and
controller boot/pid/start.
- The lock helper locks the coordinator row. If the lease lapsed, it
also takes a share lock on the run row. The predicate then reads the
latest committed run, and an in-flight run write cannot slip past it.
- Renewal (`startNativeSessionExecutionLeaseRenewal` /
`renewNativeSessionExecutionLease`) takes back a lapsed lease when the
executor passes its claimed generation. Remote targets never do. A
deadlock (40P01) on that rare path retries at the next tick, as a
statement timeout already does.
- `native-session-executor.ts`: the executor passes its generation to
renewal. Failure settlement and the final release use the same lock and
condition. After a result is accepted, a lapsed lease can only be
relinquished (set to null), never renewed, because workspace
finalization may act on it.
- New `native-execution-lease-reacquire.test.ts` (embedded Postgres, 24
cases).
- `doc/plans/2026-11-09-explicit-native-lease-claim-tokens.md`: step 2,
which adds explicit claim tokens for the consumers this PR does not yet
move.

Consumer inventory (readers of
`native_run_finalizations.lease_expires_at` that can act on a lapsed
lease):
- Restart recovery and takeover (`claimNativeRestartRecoveries`): claims
first. It writes `recovery_state`, `lease_owner` or `controller_*` under
the coordinator lock.
- Finalizer and cleanup claims: claim first (`lease_owner`).
- Failed-run owner release, environment settlement, observed-workspace
preservation, retained-session cleanup: require a terminal run status,
`committed`, or a recovery state. The rule refuses all of these.
- Finalization reconciler, live recovery: require `retryable_failure`, a
field the rule checks.
- Board controller-stopped confirmation: writes `controller_host_hash`,
which the rule checks.
- Startup cleanup promotion: writes the run's `nativeStartupCleanup`
marker, which the rule checks. It also applies only to runner-task
leases.
- Another server's orphan sweep: writes the run's ownership-unverified
code. The rule checks it when the marker lands first. The reverse order
is deferred (see Risks).
- Workspace finalization copyback: acts on a lapsed post-result lease
without a coordinator write. Post-result leases are therefore never
renewed (deferred to step 2).
- Accepted-result and token lease settlement, checkpoints, cancellation
delivery, admission and the other readers: act on live leases only, or
are read-only.

## Verification

- `cd server && npx vitest run
src/services/native-runtime/native-execution-lease-reacquire.test.ts`
passes (24/24) on this branch. With the source files from
`origin/master`, 5 fail, including "lets the same owner take back a
lease that lapsed untouched" and "renews from the shared timer after the
sleep instead of interrupting the turn".
- (a) The owner takes back its lapsed lease when no other actor claimed
it. Also covered: the shared 5-minute timer, rows saved by the previous
release, and the post-result relinquish.
- (b) 14 cases where a consumer claimed first fence the owner out and
leave the row unchanged. A release over a recorded recovery claim is
refused. A different boot (a deploy mid-run), a different generation, a
missing generation and a remote target are refused.
- (c) Races have exactly one winner: a claimant and the owner lock the
coordinator in each order, an in-flight run status write races the
owner, and 8 simultaneous starts each have one winner.
- Existing suites pass: `native-execution-lease.test.ts`,
`native-session-executor.test.ts`, `native-runner-restart-recovery`,
`native-runner-restart-lease-renewal`,
`native-runner-restart-preparation` and
`native-runner-restart-checkpoint-cost` integration tests.
- Live proof: `B5 × TM2 --time-age-hours 1 --tasks 2 --seed 304` with
`--server-from` this branch. Wave `w-20261110T083444-s304` passed 2/2,
with no Retry and no `native_session_lease_lost`.
- Both runs ran past the 300 s renewal after the one-hour aging, at the
exact point where `origin/master` fails. t01 ran 310 s and t02 ran 319
s. Each was a single run that succeeded.
- The harness used the aging exclusion from #20500 (merged): process
start identity is not aged. Without that exclusion, TM2 also moves
`controller_process_started_at`. The live owner then fails its identity
check, which a real sleep never causes. An earlier wave on the unpatched
harness, `w-20261110T072106-s304`, failed 0/2 for that reason only.

## Risks

- Previous release: no persisted shape changes and no migration. Rows
saved by the previous release have the same columns, and a null
`controller_host_hash` is accepted. A deploy that lands mid-run cannot
take back the old server's lease, because the boot and pid differ.
- On the normal path, a live lease takes the same single coordinator
lock as before. The run share lock is taken only after a lapse, and
nothing is added before `turn.start`.
- Deferred to step 2 (see the plan):
- The orphan sweep of another server process can read the row before the
owner takes the lease back and write after. That run would carry an
ownership-unverified error while it is live.
- Shared-workspace holder detection reads a silent run with lapsed
leases as gone.
  - Post-result leases are not renewed.
  - Remote leases are unchanged.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, file editing, sub-agent code audit).

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:47:53 -06:00
DottaandClaude ca472d543a fix(runner): settle a saved governed wait whose shutdown drain left sequence gaps (#20494)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native agent run can ask the board a question and park on that
saved (governed) wait
> - After the question is saved, the runner interrupts the provider and
drains its usage and terminal for a bounded time
> - The drain keeps only usage, the terminal and cancellation facts of
the parked turn. It discards every other numbered provider event
> - If the control plane restarts before the drain settles, recovery
replays the saved journal. That replay required strictly contiguous
`sourceSeq`, so the discarded events made a valid saved wait look like
the wrong conversation
> - This pull request accepts a gap after the saved trigger only when
every event after the gap is a drain-retained fact of the same turn.
Identity checks do not change
> - The benefit is that the asking run settles its saved wait after a
restart instead of recording a failure

## Linked Issues or Issue Description

**What happened?**
Restart-chaos wave `w-20261110T063253-s208`, tasks t02 (Codex Q1, PV2:
provider terminal dropped) and t03 (Codex Q1, PV1: provider terminal
held), each with K1 (`kill -9` of the control plane about 3-4 s after
the fault). The question, the board answer and the final brief were all
correct. But the asking run was recorded `failed:
native_session_interrupted`, and the grader failed
`T:asking_run_settled`.

**Cause**
The run log of the asking run shows `failureDetail.message:
native_governed_wait_replay_mismatch`. It is thrown at
`packages/paperclip-runner/src/native-session-runtime.ts:2344` (master).
The persisted runner events of the asking run have `sourceSeq` 33..40
and then 43 (t02), and 41, 42 and then 45 (t03). The two missing numbers
are events that the accounting drain (`consumeTurn` →
`settleDurableResult`, around line 1206 on master) read and discarded,
because they are not usage, a terminal or a cancellation fact. Runs
without a restart have the same gap (for example
`w-20261110T032350-s201/t01`: 34, then 37). Those runs settle without
replay, so the gap was not seen before. With a held or dropped terminal
and a kill before the shutdown settlement receipt, recovery must replay.
Its strict contiguity check then fails on a gap that the runner made
itself.

**Expected behavior**
The question was saved before the provider was interrupted. Recovery
must settle that same saved wait, as #20336 does after verified
shutdown. Recovery must not start a new model turn.

**Related**
Refs #20336 (settle saved handoffs after verified shutdown). Not related
in cause or code: #20477, #20482, #20483.

## What Changed

- `isGovernedDrainRetainedEvent` (new, in `native-session-runtime.ts`)
names the facts that the governed-wait drain persists: usage, the turn
terminal, the interrupt acknowledgement, cancelled or expired runtime
requests, and a failed or cancelled `run.terminal`, all for the parked
turn. The drain now uses it in place of the same inline condition. Drain
behavior does not change.
- Governed-wait recovery replay accepts a `sourceSeq` gap only when:
- the trigger is the first replayed event (a gap before it still fails),
  - sequence numbers strictly increase,
- every event after the first gap is a drain-retained fact of the
trigger's turn.
- The run, normalized session and source instance identity checks do not
change. Any mismatch still fails with
`native_governed_wait_replay_mismatch`.
- `doc/execution-semantics.md`: the governed-wait text said that
shutdown keeps a contiguous journal. It now describes the gaps and the
replay rule.

Note for the sibling Claude/ACPX `turn.cancel` work: this change touches
`settleDurableResult` only in the drain filter line (same condition,
shared helper). It does not change cancel, the drain timeout or
`settleCancelledTurn`.

## Verification

- Red/green:
`packages/paperclip-runner/src/native-session-runtime.test.ts`
- `settles a saved governed wait whose drain left sequence gaps before a
restart (terminal-after-restart)`
- `settles a saved governed wait whose drain left sequence gaps before a
restart (late-terminal-saved)`

The first run uses the real drain. It discards two numbered events, so
the history is trigger, acknowledgement, then usage with a gap. The
stream then ends without a terminal, as with PV1/PV2 plus K1. On master,
recovery rejects with `native_governed_wait_replay_mismatch` (the live
error). With this change, recovery settles the saved wait as yielded. It
does not call `resolveGovernedWait` again. It starts no second turn. The
terminal is appended once. When the terminal arrived late and is already
saved, recovery does not cancel the provider again. A further recovery
of the settled checkpoint does not submit or settle again.
- Fail closed: `keeps rejecting an unproven governed-wait replay with a
sequence gap: …` covers a gap before the trigger, a foreign run, a
foreign session, a foreign source instance, usage of another turn, a
non-accounting event after a gap, and an accounting event followed by a
non-accounting event.
- `cd packages/paperclip-runner && npx vitest run
src/native-session-runtime.test.ts`: 261 passed. `npx tsc --noEmit -p
.`: clean.
- `cd server && npx vitest run
src/services/native-runtime/native-session-executor.test.ts -t
governed`: 12 passed.
- `pnpm verify` returned exit 2 (test file outside resolved graphs).
Required CI supplies the broad coverage.
- Live restart-chaos wave: see the comment below with the wave id and
result.

## Risks

- Low. The rule loosens only the sequence check, and only after the
saved trigger, and only for facts that the drain itself retains and that
carry no work authority. Identity checks stay strict. A non-accounting
event after a gap still fails closed.
- No change to the normal start path or turn startup (fast-turn rule).
- No schema, protocol or env change. The pack `contractDigest` and
provider `commandDigest` do not change. No Daytona image rebuild is
necessary.

## Model Used

- Anthropic Claude, model ID `claude-opus-5-5`, used 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:19:21 -06:00
DottaandClaude 1e13c58a4e fix(heartbeat): name the cause of generic adapter failures and keep SQL text off the board (#20483)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat run settlement records why a run failed, and the board
shows that record.
> - Runs that fail without a named code settle as `adapter_failed` (or
`setup_failed`) with no cause.
> - A user, an operator, and the restart chaos harness cannot tell what
went wrong from such a run.
> - Some run errors also show raw SQL statement text to users.
> - This pull request records a bounded `failureCause` code for generic
failures, shows it on the board, and keeps SQL text out of run errors.
> - The benefit is that a generic failure now names its cause, for
example "adapter failed (40001)", without leaking messages, SQL, or
secrets.

## Linked Issues or Issue Description

Refs #20385 (the nested-cause extraction this change reuses). Related:
#20421 (restart chaos universal checks U1-U4).

**What happened?**

The restart chaos audit of 79 saved waves found 30 failed runs with
`errorCode: "adapter_failed"` and a null or generic error. Every U3
("diagnosable") warning was `adapter_failed`. Nobody could tell what
failed. Some board run errors also showed raw SQL statement text from
wrapped database errors (Drizzle `Failed query: ... params: ...`).

**Expected behavior**

A run that fails with a generic code names a short, safe cause. The
board shows the cause next to the stop reason. Run error text never
shows SQL statements or their parameters.

**Steps to reproduce**

Make an adapter throw a wrapped database error (an `Error` whose nested
`cause` has `code: "40001"` and whose message has a Drizzle `Failed
query:` statement). Before this change, the run settles as
`adapter_failed` with no cause, and `heartbeat_runs.error` contains the
SQL statement and parameters. The new tests in
`server/src/services/heartbeat/run-completion.test.ts` reproduce this.

## What Changed

- Runner: move the #20385 event-commit cause extraction into
`safeErrorCauseCode`
(`packages/paperclip-runner/src/control-plane/safe-error-cause.ts`) and
export it. The Runner's own diagnostics use the same function, unchanged
in behavior.
- Shared: add the `failureCause` contract
(`packages/shared/src/run-failure-cause.ts`): one `[A-Za-z0-9_.:-]`
token of at most 80 characters, `normalizeRunFailureCause`,
`readRunFailureCause`, and `withoutSqlStatementText`.
- Server: add `server/src/services/heartbeat/run-failure-cause.ts`.
Settlement records `resultJson.failureCause` only when the code is
generic (`adapter_failed`, `setup_failed`). `errorCode` stays the same.
- Thrown errors (`failRun`, `failRunSetup`): `provider_http_<status>`,
else `provider_<category>`, else the first safe code in the error and up
to three nested causes (`40001`, `ECONNRESET`), else the error class
name, else `unknown_error`.
- Adapter results without a code (`completeRun`): the error family,
`signal_<name>`, `process_cancellation_failed`, `exit_code_<n>`,
`adapter_reported_error`, or `unknown_error`.
- The failure log lines (`heartbeat execution failed`, `heartbeat
execution setup failed`, and a new `heartbeat run failed` warning for
generic adapter results) include `failureCause` and `errorCode`.
- Server: replace SQL statement text in run error text with "Database
query failed (<cause>)" at all three settlement paths, including the
cancelled branch. The execution blocker's `runError`, the attention
inbox (failed-run excerpt and metadata), and continuation summaries
apply the same replacement on read, so older rows also stop showing SQL
there.
- Server: Retry admission and failed-preparation replay accept only a
closed set of `resultJson` keys. `failureCause` is added to each of
those lists (`task-retry.ts`, `chat-channels/failed-run-retry.ts`,
`cancelled-native-startup.ts`, `fresh-workspace-continuation.ts`). It is
a diagnostic code with no execution or replay authority, so a
failed-preparation run stays retryable.
- Server: `runsForIssue` returns a validated top-level `failureCause`.
It is null for older rows, non-string JSON values, and malformed values.
- UI: `RunForIssue.failureCause`; `IssueRunLedger` shows "adapter failed
(40001)". Older runs keep "adapter failed". The Storybook run-ledger
fixture has a failed run with a cause.
- Restart chaos harness: run samples keep `failureCause`. U3 treats a
generic code with a specific `failureCause` as diagnosable. A bare
`Error`, `unknown_error`, or the no-code fallback
`adapter_reported_error` still counts as vague. U3 stays a warning.
- Docs: `doc/run-log-events.md` and the harness README describe the
field and the SQL replacement.

## Verification

- Red before the fix: the four new `run-completion.test.ts` cases failed
against `origin/master`'s `run-completion.ts` (no `failureCause`, SQL
text in `error`).
- Green:
- `server/src/services/heartbeat/run-completion.test.ts`: all tests
passed (real embedded PostgreSQL). New cases cover a nested `40001`
three levels deep for execution and setup failures, SQL and a secret
parameter absent from `error` and `resultJson`, the bound (an
81-character code and a SQL "code" fall back to the class name),
`exit_code_137` for a code-less adapter result, a cancelled result with
SQL text, no cause for a named code, and the log line. On this loaded
host the suite's `afterAll` database teardown hit its 30 s hook limit
after every test passed (the known local teardown limit, also seen in
#20385). CI runs the suite.
- `server/src/services/heartbeat/run-failure-cause.test.ts` (4),
`server/src/__tests__/activity-service.test.ts` (recorded, legacy,
malformed, overlong, boolean, and number cause projections),
`server/src/__tests__/issue-continuation-summary.test.ts` (legacy SQL
row).
- `packages/shared/src/run-failure-cause.test.ts` (6),
`ui/src/components/IssueRunLedger.test.tsx` (21), restart chaos
`universal.test.ts` and `observer.test.ts`.
-
`packages/paperclip-runner/src/control-plane/durable-prp-control-plane.test.ts`:
207 passed (the stall-diagnostic cases still read `40001` and
`ECONNRESET`).
- Typecheck: shared, runner, server (all layers), UI, restart chaos
harness. `pnpm check:token-gates`: all gates clean.
- `pnpm verify` returned exit 2 (global doc input changed); required CI
supplies broad coverage.
- CI on `6295f8d` found that the new key made failed-preparation runs
ineligible for Retry (`chat-channels.integration.test.ts` saved
board-message Retry got 409;
`workspace-recovery-preparation-dispatch.test.ts` dispatched 0 Retries).
Both reproduced locally and pass after the allowlist fix, with the other
459 Retry cases in `chat-channels.integration.test.ts` and all 25 in
`workspace-recovery-preparation-dispatch.test.ts`.
- No chaos waves were run. Storybook was not opened in a browser; the
fixture typechecks and the label is covered by the UI test.

## Risks

- Low risk. `errorCode` values do not change, so retry, recovery, and
comparison logic is unaffected.
- No schema change and no migration. `failureCause` is a new optional
`resultJson` key. Rows saved by the previous release have no key and
render as before; a new row read by an old server is ignored.
- The SQL replacement only acts on a Drizzle `Failed query:` marker, or
on `$n` placeholder text with a statement shape. Ordinary error text
does not change. When it acts, it also drops the text after the
statement.
- Code that checks `resultJson` against a closed key list must allow
`failureCause`. I found and updated the four lists on the Retry path; a
list I missed would refuse a Retry for a run with a generic failure.
- This is the run log / instance database path. It adds no Telemetry
event.
- The server failure log line still logs the raw error message
(unchanged behavior); only the board-facing text is changed.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing) and code execution for
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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 02:14:53 -06:00
Devin FoleyandPaperclip 53c9be8d41 Reuse identical captured workspace archives (#20476)
Reuse the current committed snapshot when a fresh capture matches its manifest and plaintext archive hash and size. Preserve the original encryption binding and verify each new run receipt for recovery, concurrent replay and storage request statistics.

Verified with 338 focused save and recovery tests, server typecheck and build, all final-head CI checks, and Greptile 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 23:27:25 -08:00
Nicky Leach 8809f44b5e Connect Codex and Claude login to agent computers (#20417) 2026-11-09 22:12:49 -08:00
Devin FoleyandPaperclip 549ca46dae fix(runner): retain Claude GitHub broker settings through the Rust sidecar (#20463)
## Thinking Path

> - Paperclip lets people manage AI agents for work.
> - Shared agents use the instructing person's GitHub identity for
managed commands.
> - Native Claude starts through the Rust daemon and a TypeScript ACPX
sidecar.
> - The Rust launch filter kept the command launchers but removed their
broker transport.
> - Shell commands then reported `GitHub capability_missing`, although
connector tools worked.
> - This pull request retains that transport for managed Claude
launches.
> - Each command can acquire its current identity through the existing
broker checks.

## Linked Issues or Issue Description

**What happened?**

Native Claude could use GitHub connector tools but could not
authenticate `git` or `gh`. The Rust daemon removed the broker URL and
session/bridge capabilities before starting the ACPX sidecar.
Reconnecting the account did not repair this process environment.

**Expected behavior**

Managed shell commands use the current authorized GitHub identity. The
provider receives broker capabilities, while raw GitHub tokens remain
confined to individual commands.

**Steps to reproduce**

1. Start native Claude through the Rust Runner with managed GitHub
launchers.
2. Run `gh api user` and a private repository ref lookup through Bash.
3. Observe `capability_missing` and no request to the broker.

**Paperclip version or commit**

Reproduced from source at `2c2186706ef4bb352b662f9d8faebefe47fb52ac`.
The repair is based on `a5e01634f69f18dfe10a0bf709df02d9e6a2135b`.

**Deployment mode**

Native Claude through ACPX. Local acceptance used macOS arm64 and Node
25.6.1. The reported failure also affected a Linux sandbox.

Related: #18212 preserved launcher paths. #18850 repaired the TypeScript
filter. This change repairs the preceding Rust filter. The duplicate
search found no open repair for this boundary. ROADMAP.md already lists
managed personal GitHub identities.

## What Changed

- Retain the broker URL and both broker capabilities when Claude has a
nonempty managed launcher directory.
- Keep raw GitHub tokens, unrelated secrets, empty launcher
configurations, and sibling ACPX providers outside that exception.
- Exercise the regression through the public sidecar initialize protocol
in the existing Rust integration suite. Document the restart
requirement.

The Rust sidecar transport owns this filter. Credential resolution,
company access, approval, and run identity policies keep their existing
owners. No schema or API changes are needed.

## Verification

- Red/green: the subprocess regression failed on the missing
`PAPERCLIP_GITHUB_BROKER_URL` before the fix, then passed with all three
broker settings and the negative controls.
- Passed before moving the regression: 615 Rust core tests, with 3
existing ignored tests. After moving it into the integration suite, all
20 sidecar integration tests and the 9 remaining sidecar unit controls
pass. The moved regression was also run against the unfixed source and
failed on the missing broker URL.
- Passed: 85 TypeScript environment, launcher, sandbox, and
configured-environment controls. These include operation identity
changes, revocation, recovery, and exclusion of capabilities from
persisted environment data.
- Passed: Runner Rust typecheck and format check, plus the Runner build
through `node scripts/agent-preflight.mjs --skip-rust-debug`.
- Live before/after: real `claude-opus-5-5` through the actual Rust
daemon and built ACPX sidecar reproduced the failure with the old
binary. Neither shell command reached the broker. With the fixed binary,
`gh` identified the connected account and `git` read private repository
refs. A second turn retained a workspace file and authenticated again.
After the controlled broker denied access, the next command failed
without reusing the prior token. No GitHub writes were made.
- Live release cutover: saved a session with the unfixed daemon,
suspended it, and restored it with the repaired daemon on
`aa9f5b30614c011ebc3fe4509e11173b766c1fea`. The same session and
workspace marker survived. `gh` authenticated after restoration, then
failed when the controlled broker revoked access.
- Live acceptance used an Anthropic API credential and a loopback broker
with an authorized operator GitHub credential. This isolates the
repaired transport; it does not qualify the hosted subscription
credential or production grant resolver.
- The first PR review gate did not recognize the in-source Rust test.
The regression now lives in the existing integration test file, and the
same test-coverage gate passes locally.
- `pnpm verify` returned its documented exit 2 and required broad CI
coverage. The final head passed the full CI typecheck, build, and test
lanes.

- Greptile reviewed `64cca69b76073cc3185b28334465dee48fbadb29` at 5/5
with no actionable findings or open review threads. Its check passed on
that head. The same head is mergeable with no conflicts.

- Final head `64cca69b76073cc3185b28334465dee48fbadb29` passed [full PR
CI](https://github.com/paperclipai/paperclip/actions/runs/42761401396),
[Windows
Rust](https://github.com/paperclipai/paperclip/actions/runs/42761401117),
and [isolated Runner
compilation](https://github.com/paperclipai/paperclip/actions/runs/42761400973).
Typecheck, build, all test shards, Runner checks, browser checks, and
aggregate verification passed. No checks are pending or failed; five
conditional jobs were skipped.

## Risks

- The Claude sidecar now receives the intended broker capabilities. The
existing broker must continue to enforce active-run identity and current
connection access. Raw GitHub tokens remain excluded from the provider
launch environment.
- Previous-release checkpoint and profile formats carry forward
unchanged. A running provider must retire and restart normally to
inherit the repaired environment. No profile reset or data migration is
required.
- Hosted recovery requires delivery of the updated Runner binary. This
PR does not deploy or retry existing tasks. Live acceptance has not
exercised Linux sandbox confinement or a GitHub write.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning. Used
repository inspection, code editing, and shell execution. The context
window size is not exposed. Anthropic `claude-opus-5-5` was exercised as
the acceptance-test provider.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 21:42:46 -08:00
DottaandClaude Opus 5.5 120017e39d fix(workspaces): read saved workspace files in place instead of extracting the whole archive (#20442)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a cloud task finishes, its workspace is saved as an encrypted
snapshot and its sandbox is released. The board's Files view then reads
that saved copy
> - Saved Files access downloaded, decrypted and extracted the whole
archive for every request, and refused archives over 512 MiB with
`too_large`
> - A finished task in a Paperclip-sized repository saves a snapshot of
about 730 MiB, so its files could not be listed or opened at all
> - The archive format already records each file's size and SHA-256, and
the snapshot records the manifest digest, so single files can be read
and verified without the rest of the archive
> - This pull request reads the saved archive in place, one verified
file at a time
> - The benefit is that users can open any file of a large finished
workspace quickly, with bounded memory and no whole-archive transfer

## Linked Issues or Issue Description

**What happened?**
In restart-chaos waves on Daytona with a real Paperclip clone, the
committed workspace snapshots were 763,944,535 bytes. After the sandbox
was released, every saved Files read returned 422 `too_large` (506 reads
in total), because `createSavedWorkspaceLoader` refuses archives over
`maxArchiveBytes` (512 MiB). The board Files view uses the same loader,
so it fails the same way.

**Expected behavior**
A user can list and open any single file of a saved workspace of
Paperclip-repository size without the server extracting or buffering the
whole archive. Memory and time stay bounded per request, and integrity
is still verified.

**Steps to reproduce**
1. Run a cloud task whose workspace is a large repository, so the final
snapshot exceeds 512 MiB.
2. Let the task finish and its sandbox be released.
3. Open the task's Files view, or call `GET
/api/issues/:id/file-resources/content?workspace=execution&path=…`: it
returns 422 `too_large`.

**Paperclip version or commit**
`master` at f73ff4ace9.

## What Changed

- `openWorkspaceSnapshotRanges`
(`remote-workspace-snapshot-storage.ts`):
  - range-reads the snapshot object's header;
- decrypts any plaintext byte range with AES-256-CTR, starting from the
AES-GCM counter block for that range;
- checks that the object size matches the wrapped key's plaintext size.
- New `saved-workspace-archive.ts`:
  - range-reads and decrypts the archive header and manifest;
- verifies the manifest's SHA-256 against the snapshot's recorded
`manifestDigest`;
- applies the restore path's manifest checks (safe paths, parent
directories, file sizes and hashes, total size) and computes each file's
offset;
  - keeps parsed manifests of recent snapshots within a 128 MiB budget.
- `remote-workspace-files.ts`: with the new `openSavedWorkspaceArchive`
option, saved stat, list, read and download use the verified manifest,
not the extracted-directory helper.
- Path normalization, denied paths, symlink and missing-path errors,
traversal, paging, truncation and text detection mirror the helper
exactly.
- A read or download decrypts only that file into a private temporary
file and verifies its SHA-256 before serving it.
- The changed-files view needs repository status, so it still uses the
bounded extraction. A saved copy beyond its limits now reports
`changed_unavailable`, a specific code, while its other views stay
available.
- `app.ts` and the support inspection route pass the new opener.
- `doc/SPEC-implementation.md` describes in-place saved reads and the
remaining changed-files limits.

## Verification

- Red before the fix, green after: `reads a saved workspace above the
extraction cap in place, one verified file at a time`. With extraction
only (master's Files service), the capped snapshot returns 422
`too_large`. With the archive reader, preview, list and a 256 KiB
download succeed through the ordinary routes. Every storage read is a
byte-range read, and no extraction directory is created.
- Parity: `answers saved stat and list exactly like the extracted
helper` compares archive-backed results with the extracted-helper path
on the same snapshot.
- Stat covers files, directories, nested and binary files, missing
paths, paths through a file, symlinks, denied names, and invalid paths.
- List covers all mode, a subdirectory, paging, queries, a scan limit, a
non-directory, and a denied directory.
- In recent mode, the entries match. Order is by path, because a saved
copy has no modification times; the extracted copy's mtimes were just
its extraction times.
- Integrity: `refuses a saved file whose stored bytes no longer match
its verified manifest`. Tampered stored bytes return 422 `file_changed`,
and no bytes are served.
- `keeps changed files on bounded extraction and names its limit…`: over
the cap, the changed view returns `changed_unavailable` and the other
views still work.
- The existing location-clearing preview test now checks for range reads
and an empty request temp directory, not for an extraction directory.
- Measured locally, with local-disk storage and a 749,006,840-byte
snapshot (88 × 8 MiB pack file, a 10 MiB file, 2,000 small files):

| path | time |
| --- | --- |
| Old: download, decrypt and extract all, once per request | 2,338 ms,
plus a full 749 MB transfer from S3 |
| New, cold: open (header and manifest range reads) | 7 ms; open and
read a small file: 13 ms |
| New, warm (cached manifest) | open 2 ms; open and read: 6 ms |
| New: list 100 entries and download a 10 MiB file | 23 ms |

- `remote-workspace-file-resources`, `remote-workspaces.integration`,
`remote-workspace-save-concurrency`, and
`remote-workspace-snapshot-retention` pass (212 tests).
- `PAPERCLIP_TYPECHECK_LOW_MEMORY=1 pnpm typecheck` in `server` passed.
- Not yet verified: the Daytona R1 wave's file checks after release. The
chaos harness owner will run them on a build with this change.

## Risks

- Range decryption bypasses GCM's whole-object tag. Integrity instead
comes from the manifest's SHA-256 matching the digest recorded in the
database, and from each file's SHA-256 in that manifest. A file is
verified before it is served. Text detection on stat samples the first 4
KiB without verifying the whole file. It only sets a display hint, and
content is always verified before it is shown.
- Saved files carry no modification times, so the recent view of a saved
copy is ordered by path, where it was previously in effectively random
extraction order.
- The changed-files view of a saved copy over 512 MiB still reports
`changed_unavailable`, because it needs a full extraction to run `git
status`.
- No schema or API change.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 22:33:58 -06:00
DottaandPaperclip 0934b834c4 perf(workspaces): release retained cohort parent scratch early (#20447)
## Thinking Path

> - Paperclip manages agent work and preserves its workspace files.
> - Online migration captures local files and publishes remote workspace
authority.
> - Each capture verifies encrypted readback, restores the archive and
compares the current source.
> - A cohort kept every completed parent payload until the whole cohort
published.
> - A larger cohort could retain many complete copies while later
members still worked.
> - This pull request releases only finished parent payloads before a
capture worker starts another member.
> - Nested-child proof, final fresh checks and atomic publication keep
their existing owners.

## Linked Issues or Issue Description

Refs: #20418, #20437, #20441.

**What happened?**

A cohort retained each member's capture archive, verified archive,
comparison archive and restored tree until atomic publication. The
capture worker limit did not limit that retained parent data.

**Expected behavior**

Release completed parent payloads once their consumers finish. Keep
files that a later publication check still needs.

**Steps to reproduce**

Run the added held-peer regression against the previous owner. It
completes one parent, holds a later member and finds all four completed
parent paths still present.

## What Changed

- Release three named parent archives and the restored tree after a
successful online cohort capture, before that worker takes another
member.
- Keep parent scratch roots and all nested-child verification areas.
Keep every final fresh child and publication check.
- Retain payloads for archived repository intents. Use the existing
writable-tree cleanup for read-only restored directories.
- Add real filesystem regressions for early release, retained child
proof, late child mutation and the final archived-intent path check.
Update the source-fence guide.

This branch incorporates the final #20441 owner and both distinct
saved-relative-path regressions. Its scratch-specific production change
is nine added lines and one removed line. Single imports and saved
journal/archive formats stay unchanged.

## Verification

- Canonical Node24 preflight passed. The Runner build came from the
content cache. After the current-master merge, the preflight checked
1,674 inputs and 1,817 outputs and found unchanged build inputs. Plugin
SDK prerequisites passed.
- Genuine RED on the unchanged #20441 owner: one held-peer case failed
at four retained payload paths; the archived-intent control passed. The
run took21.14s, with221 unrelated cases intentionally unselected. The
first sandbox-restricted setup attempt hit DNS errors and was stopped;
the normal network-qualified preflight then passed.
- Initial treatment: four selected PostgreSQL/filesystem cases passed
in38.61s, with219 intentionally unselected. The held peer observes
released parent payloads and retained child areas. A later child
mutation still refuses the whole cohort and publishes no authority or
activity.
- The archived-intent control observes all parent payloads at the actual
final saved-relative-path check. The changed path refuses publication
and keeps task/repository state intact. This exercises its actual
singleton owner; archived-only sources do not enter the online cohort
API.
- After a normal merge of current master and the final #20441 test, the
five affected cases and server TypeScript passed. No full local matrix
was repeated. Initial CI failed the inherited recovered-upload assertion
because the new retention test leaked its archive and filesystem spies.
That case passed alone but failed in the adjacent three-case sequence
(two pass, one fail); scoped `finally` cleanup made the same sequence
pass three of three in17.15s, with191 unrelated cases intentionally
unselected. No upstream assertion or production code changed. Server
TypeScript passed again. All required
[CI](https://github.com/paperclipai/paperclip/actions/runs/42746586511)
passed on final normal-merge head
`604c0f67bf7282ecd3f6e5e5da1c9d8637ef70cc` (56 success, four skipped and
one neutral; no pending or failing checks). The previously failing
server4/12 passed in10m23s. Fresh Greptile is5/5 on that exact head with
no open threads. The merge resolves the duplicate #20441 squash
insertion; both tested owner and test files are byte-for-byte identical
to repair head `b5c8eed82b6a676985e1a8af785e5df2ae3be2ce`. The prior
head received
[Greptile5/5](https://github.com/paperclipai/paperclip/pull/20447#issuecomment-6757435885);
its archived-cohort coverage warning was [answered using the actual
public admission
boundary](https://github.com/paperclipai/paperclip/pull/20447#discussion_r4520641017).
- `git diff --check` passed. No hosted cleanup, migration, provider
action or deployment was performed.

```sh
node scripts/agent-preflight.mjs --skip-rust-debug
pnpm --filter @paperclipai/plugin-sdk ensure-build-deps
node --import ./cli/node_modules/tsx/dist/loader.mjs packages/db/src/test-postgres-command.ts pnpm exec vitest run server/src/services/remote-workspace-cohort-migration.test.ts server/src/services/remote-workspace-migration.test.ts -t 'releases completed parent payload|retains archived intent payload|shares the merged child verifier|rechecks the current archived repository intent path at publication'
pnpm --filter @paperclipai/server exec tsc --noEmit
```

## Risks

- This reduces retained parent data. It does not establish a total disk
bound. Active capture/encryption/readback files and retained child areas
still need measured capacity.
- Cleanup failure uses the existing worker abort and peer-join path
before publication. Original source files, uploaded objects and journals
remain intact.
- Archived repository intents still need their restored payload at
publication. Those payloads stay retained. No capture limit, budget or
integrity guard changes.
- Saved operations and archive identities carry forward unchanged.
Resume still uses the existing full source and authenticated object
checks.

## Model Used

OpenAI GPT-6 (Codex), with tool use and code execution. The runtime does
not expose a more specific 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>
2026-11-09 21:16:53 -06:00
DottaandClaude 1b52f359dd test(restart-chaos): add config fault waves (CF1-CF3) and the CF4 design (#20446)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The restart chaos harness (`tests/restart-chaos/`) starts an
isolated control plane, runs real agent tasks and restarts the server
during them
> - Every wave starts from a new instance with valid default settings
and one valid provider
> - On 2026-11-09 production failed on state that a new instance never
has: a setup command that named a renamed script (#20269), and an
account default that did not exist (#20361)
> - This pull request adds a "config fault" family (CF1–CF3): the
harness breaks one saved reference on a task's own agent or project,
restarts the server while the task is parked, repairs the setting and
grades the result
> - The benefit is that the harness now catches "stale saved setting"
failures, including a run that retries forever or a task that stays
Queued with no explanation

## Linked Issues or Issue Description

Refs #20269
Refs #20361

**What existing behavior does this improve?**
The restart chaos harness only tests new instances with valid settings.
It cannot see failures that come from saved settings that point at a
missing object.

**Subsystem affected**
`tests/restart-chaos/` (test harness only). No product code changes.

**Current behavior**
No wave breaks a saved setting. The CF2 failure (#20361) and the CF1
failure (#20269) were found in production, not by the harness.

**Proposed behavior**
`config-wave.ts` runs CF1–CF3. The oracle is not "the task completes". A
task passes when all of these are true:

- it completes, or it rests on a message that names the broken setting
on the task page within a bound;
- no run retries unchanged configuration forever;
- no task stays Queued with no owner;
- the rest survives a K1 or K2 restart;
- after repair and the offered action (connection card, Retry, or agent
setup Retry), the task completes.

## What Changed

- `tests/restart-chaos/config-faults.ts` (new, pure): the catalog of
broken references, the seeded plan, `parkState`, the task-level message
check and `gradeConfigTask`. CF1 is a missing setup script. CF2 is a
missing personal OpenRouter default. CF3 is a seeded walk over a deleted
secret, a missing workspace path, a missing base ref, an unknown model,
plus CF1 and CF2. `CONFIG_REFERENCES_NOT_BROKEN` lists the settings CF3
cannot break, and why.
- `tests/restart-chaos/config-wave.ts` (new): the wave runner. Each task
gets its own agent, credential secret and project. The runner breaks the
setting through board routes, launches an A1 brief task, polls, fires K1
or K2 while the task is parked, repairs the setting, uses the offered
action and grades the task. It reuses the existing supervisor, seed and
A1 oracle. Waves are limited to 4 tasks and a concurrency of 2. The
instance is deleted at the end.
- `tests/restart-chaos/config-faults.test.ts` (new): unit tests for the
plan, the arguments, `parkState` and the grader. These include the CF2
bug signature and the CF1 "message only on the run page" signature.
- `tests/restart-chaos/README.md`: a new "Config faults" section and a
row in the pieces table.
- `doc/plans/2026-11-09-chaos-config-and-aged-state-faults.md`: the CF4
design (an instance aged by an older release, built on the existing K14
`--upgrade-from` machinery). CF4 is not built in this pull request.
- There are no edits to `main.ts`, `types.ts`, `workloads.ts`,
`invariants.ts` or `grader.ts`. Other agents work on those files in
parallel.

## Verification

- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts`:
24 files, 291 tests pass (before the last unit test was added). The
config-fault suite has 13 tests, and all pass.
- `node scripts/typecheck-test-projects.mjs tests/restart-chaos`:
passes.
- Live waves (local, isolated instance, one wave at a time):
  - **CF2 red before #20361** (base `8004ad069e`, before #20361 merged):
- Waves `w-20261110T000602-s201-cf` and `w-20261110T004818-s202-cf` fail
with
`CF2/ai_default:bounded_rest+actionable_message+lifecycle_retrying_unchanged_config+queued_without_live_owner`.
- The user sees `Queued`, a `resume` user action, and "Execution
configuration check failed. Paperclip could not complete this step. It
will retry automatically." There is no card.
- A debug run with logging added to the lifecycle failure log (not
committed) showed that the underlying error is
`ai_connection_default_missing`. Verification retried it every 60 s,
more than 20 times.
- After the harness connects an account that is installed for the agent,
the task completes 35 s later on its own.
- The CF2 run after #20361, and the CF1 and CF3 waves on current master,
are added below as they finish.

## Risks

- Low risk. The change is test harness code and docs only.
- A wave costs provider tokens only when the repaired task runs (one A1
brief).
- The CF2 repair creates a real OpenRouter account in the isolated
instance. The server validates the key live.
- The oracle reads the task page through the API (interruption,
execution status, cards, agent setup status and notices). It does not
render the board UI. A message that appears only in the run's own error
text is graded `message_only_in_run_detail`.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-09 21:10:42 -06:00
DottaandPaperclip 0991d9bda1 fix(workspaces): protect migration sources and add guarded recovery service (#20443)
## Thinking Path

> - Paperclip manages agents and their task workspaces.
> - Online migration saves files before it publishes remote workspace
authority.
> - A saved migration journal can survive the importing process.
> - Git cache expiration did not count that journal as a consumer.
> - Expiration could remove a source and change its fingerprint while
its import was incomplete.
> - This PR protects unfinished imports and exposes a guarded internal
service transition for an already affected cohort.
> - New imports can preserve the current sources while all old recovery
data stays retained.

## Linked Issues or Issue Description

**What happened?**

Git cache expiration could archive and remove a workspace after an
import process ended but before its saved cohort finished. The saved
source fingerprint then differed from the current archived workspace.
Exact cohort resume correctly refused that changed source. Reopening the
workspace cannot recreate the old metadata or fingerprint.

**Expected behavior**

An unfinished migration remains a durable consumer after process loss.
If an older server already expired some sources, one canonical
transition can fail the exact unpublished cohort without losing its
snapshots, objects, source history, or recovery obligations. New
attempts use the current verified sources.

**Steps to reproduce**

1. Start a cohort import of eight Git worktrees with local changes.
2. Interrupt it after four snapshot uploads.
3. Let an older server expire two idle source worktrees.
4. Resume the saved cohort. It refuses the changed archived sources.

Related: #20429 preserves exact cohort identity when independent
companion imports change only the scope proof. #20424 preserves prepared
recovery state for archived sources. This PR handles completed source
expiration, not a scope-only change. Public searches found related
expiration work and no matching compensation owner.

## What Changed

- Count saved migration markers and unfinished migration journals as Git
expiration consumers. Keep failed migration retention holds as consumers
too.
- Expose `supersedeExpiredRemoteWorkspaceMigrationCohort` as an internal
service API for a privileged operator with a real database handle and
reviewed company/cohort inputs. It is called directly by the
PostgreSQL/Git test and reviewed one-time administrative qualification.
It adds no CLI mode or HTTP route. The existing CLI still refuses a
damaged cohort; this PR does not claim automatic CLI recovery.
- Require an exact unpublished cohort of up to eight members. It
requires completed expiration and an unexpired restore recipe for each
missing member. The other members must retain their saved source
fingerprints.
- Recheck current source and recovery state under source, lifecycle,
finalizer, and row locks. One transaction fails all old journals, writes
audit records, and removes only their exact matched active markers.
- Keep old cohort proofs, operations, snapshots, and object references.
Genuine failure receipts use the existing failed-save retention hold.
This transition does not report migration success.
- Reuse the existing bounded source-lock queue when `sourceLockWaitMs`
is set. Keep fast refusal by default. Cancellation targets only this
waiter, and current checks still run after admission.
- Record predecessor IDs on new attempts and reserve a snapshot
generation above the existing ledger maximum. New success does not
retire the old hold.
- Document the owning transition and retention rules.

## Verification

- The two new journal-consumer cases failed under the old expiration
predicate and passed under the new predicate.
- The full new recovery case passed in 21.12 seconds with real
PostgreSQL locks, Git repositories, encrypted local object storage, and
archive restores. It covers four retained uploads, two real expirations,
unchanged old resume refusal, authority change refusal, transaction
rollback, a held native finalizer, idempotence, eight new imports,
dirty/untracked file restores, and a retention pass 30 days later with
no object deletion.
- Server TypeScript and module-boundary checks passed.
- On `7cec8c915acfad2d08874eaf26abaa852f560219`, the queued-admission
regression failed before forwarding the option (24.07 seconds), then
passed (22.25 seconds). It verifies a real held project lock,
cancellation that preserves the holder and all journals, release into
full compensation, retention, and eight restored fresh imports. Current
server TypeScript and module/diff checks passed. The only production
follow-up changes are the optional queue input and its existing-owner
call.
- The earlier `737a0df3a71b10fe48d7bbfe7ffd8ae296b4852c` CI run had one
Runner support failure: the unchanged credential-free Python/Pi
calibration exceeded its outer 25-second subprocess deadline. That job
passed 6,926 other tests and skipped four. The timeout is retained as a
nonpass. The changed logical head requires fresh CI and review; no test
deadline was raised.
- The affected cohort, Git expiration, and eligibility suites passed all
148 cases in 228.41 seconds on
`aa589f3f447e36d0277c32f8b44cbe5e84a673be`. Merged current master
`a9d0946e64`; the only conflict retained both independent added test
blocks. The complete merged cohort suite passed all 30 cases in 70.00
seconds on `737a0df3a71b10fe48d7bbfe7ffd8ae296b4852c`, including
upstream larger-cohort controls. Final-head server TypeScript,
incremental preflight, module-boundary, and diff checks passed.
Unchanged expiration/eligibility evidence remains valid. Fresh
`809ab704e619812d8f1bf38cf5de9c65893861cc` CI and review are pending.
- On `809ab704e619812d8f1bf38cf5de9c65893861cc`, the complete recovery
fixture passed in 21.38 seconds after adding one valid archived recipe
with no restore point. It refuses with
`migration_supersession_expiration_unverified` and keeps all workspaces,
journals, and snapshots unchanged. The same case then verifies queue
cancellation/release, full compensation, retained history, fresh
imports, and restored bytes. Server TypeScript passed. This follow-up
changes only the test and service-scope documentation; product bytes
remain identical to qualified
`7cec8c915acfad2d08874eaf26abaa852f560219`.
- Earlier fixture attempts did not pass. They exposed the selection of a
held source and an incorrect expected refusal string. The fixture now
selects eligible sources and asserts the canonical authority refusal.
Production guards were not relaxed.
- Live qualification of the exact owning product bytes completed in
230.419 seconds. All eight old operations became failed with auditable
supersession lineage. All eight old snapshot rows remained byte-for-byte
identical, and their object references remain retained. The existing
source-lock queue waited 1.151 seconds for a normal finalizer handoff.
The three complete source/recovery passes took about 218 seconds
including their transaction, which explains why the earlier 180-second
total budget was insufficient for that measured workload. No source
proof or publication guard was skipped. Compensation made no provider or
object-storage calls.
- Earlier live qualifications remain nonpasses: the 180-second attempt
did not finish; its instrumented successor completed source checks and
refused a busy source lock before mutation. The successful bounded-queue
attempt retained those failure records. Fresh archived/online imports
are a separate subsequent step and are not claimed complete here.
- The local checks do not claim browser acceptance, app deployment,
fleet enrollment, or a completed zero-downtime cutover.

## Risks

- This owner mutates migration bookkeeping. It preserves all-or-nothing
row comparisons and current source/recovery locks. A changed journal,
authority, writer, finalizer, expired recipe, or partial transaction
refuses the transition.
- Historical snapshots and objects remain pinned after new success. This
intentionally retains storage. Release requires a separate reviewed
action.
- An older importer cannot use the successor generation contract. Use
the containing canonical owner for recovery. Normal app delivery must
also carry the expiration guard; a private maintenance graph does not
patch a running server's cleanup worker.
- The migration owner crosses 1,000 lines. The bounded compensation
transition remains beside its private source inspection, fingerprint,
fence, reservation, and publication contracts. Moving it now would
require exporting or duplicating those safety owners. No unrelated
refactor or new framework is included.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, source editing, Git, and
local execution tools. The exact serving model ID and context-window
size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 21:02:02 -06:00
DottaandPaperclip b6f4008f9b docs: explain individual agent interaction permissions (#20422)
Document all eleven interaction controls, sparse defaults, CLI administration, ownership rules, pending-delivery behavior, and access boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-09 20:52:14 -06:00