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Author	SHA1	Message	Date
DottaandPaperclip	f4f02880ca	fix(server): wake failed retry notices from committed changes (#17649 ) ## Thinking Path > - Paperclip keeps exact failed chat retries in durable action and wake receipts. > - Deferred and declined retries owe safe notices to their original conversation. > - Periodic publication maintenance repeatedly inspects those receipts when idle. > - Committing receipt, authority, lifecycle and lease changes already identifies when eligibility can change. > - A scoped owner reconstructs durable obligations, drains bounded candidates, retains contention, then becomes quiet. ## Linked Issues or Issue Description This existing failed-retry notice slice follows #17647. It removes the failed-retry notice duty from periodic publication maintenance while preserving the explicit manual API. Existing action, receipt, publication and source rows remain authoritative; no new table or scheduler is added. Problem: Removing the scan alone loses notices after real admission, cancellation, early refusal, requester or agent restoration, and relevant lease settlement. Millisecond cursor truncation can also repeat denied history. Expected behavior: Committed supported writes wake the scoped notice owner, which uses current authorization and precise cursors. Real retries survive failure, contention, restart and drain; settled work has no recurring SQL. ## What Changed - Extract failed-retry projection under the existing authorization owner. Preserve current receipt/source authority and provider transport authorization. - Register bounded scoped work using the existing delivery coordinator/scheduler. Preserve exact PostgreSQL cursor precision, contention and a wake arriving during reconciliation. - Extend the shared transaction-aware notification boundary to failed-retry notices. Cover admission, conditional denial, early refusal, requester changes, and agent lifecycle transitions to an invokable status. Two shared receipt hooks and their budget fixture correction already landed in the preceding inbound slice; preserve them once. - Notify when relevant native lease cleanup completes or a reusable lease is retired, preserving claim fencing and caller-owned transactions. - Avoid the discovery scan identified in #17647: known task scopes require zero discovery SQL; company/startup discovery uses a single DISTINCT projection from the same candidate predicate. Bounded current authorization still runs afterward. - Remove only this duty from periodic publication maintenance, retain manual behavior and startup reconstruction, and add real producer/lifecycle/query-budget regressions with an audit. ## Verification Published head: `fa95a1f2fb9d546aa62dbd3b43aa714f5c88bd35`, targeting master after #17647 merged at `1aa3a21ac41f602977638cf0be875b01a243e69f`. - 42 distinct current combined-master cases pass: 21 retry-notice/native-lease/restored-input producer cases (1,651 skipped), plus all 21 app/startup and task-drain admission-release cases. Server typechecking, build and module boundaries pass. The final follow-up adds acceptance documentation only; all 17 owned server source/test hashes are unchanged. - The prior 404-case matrix passes at prepared revision `c2c53b839497be6f5e28aa2cd5ba50cfd1d76d4a`: 259 across six complete consumer/lifecycle/environment suites, 20 notice/lease cases, 53 ordinary-notice and 72 Retry/budget cases. Those chat selections skip 1,651/1,618/1,599 cases. A subsequent 21-case combined producer check passes after the parent restoration repair. These earlier runs retain their revision scope. - The normal two-parent integration `43d0f84ea56845b8fc4946a7533ecbf7f07b679a` preserves the complete 19-path owned binary patch and all 23 unrelated master paths/deletions. The semantic merge base is the verified landed parent head `41f7e2c9e351efa6cfa5ef699c0e69df7425012b`; squash ancestry otherwise causes historical conflicts. Both parent commits and the exact resolved tree are verified; no rebase or force push occurs. - Three scope-discovery regressions fail before the fix. The first SQL projection fails with PostgreSQL 42702 (ambiguous company column), then passes after using a distinct company alias. Known task hints have zero discovery SQL; company/startup discovery has one query returning only distinct task scopes. Existing bounded projection/current authorization remain intact. - Current producer tests cover commit/rollback, parked authority restoration, real agent resume, early refusal, requester changes, native lease cleanup/replacement, drain/restart/shutdown, precise cursors and contention. Parent shared admission/denial/restored-input notifications are preserved once. No polling backstop or storage is added. - [The owner audit](https://github.com/paperclipai/paperclip/blob/fa95a1f2fb9d546aa62dbd3b43aa714f5c88bd35/doc/plans/2026-10-25-failed-retry-notices-sleep-audit.md#final-landed-parent-acceptance--october-28) records current commands, fixtures, failure history and limits. Fresh exact-head remote checks and Greptile 5/5 are pending; old-head reviews do not count. The owner audit preserves prior failures and their original revision scope. The old remote head's Runner receipt timeout, cancelled gate, and review error are not current passes; fresh exact-head checks and Greptile 5/5 are required. No full local repository suite, live provider tenant, external wake alarm, physical suspension or savings claim is made. ### Final remote gates Exact published head `fa95a1f2fb9d546aa62dbd3b43aa714f5c88bd35` has Greptile 5/5 with no actionable findings, successful current main CI and ready-triggered security scan. The final dependency/quality review workflow `40747725096` passed after waiting for a GitHub-hosted runner. No Ponytail verdict is present. Two automatic main CI requests and two identical-head quality-review requests were created one second apart. The older main run was automatically cancelled; only the proven duplicate, unstarted quality request was cancelled manually. Their same-head, same-workflow replacements both finish successfully. The merge guard verifies these replacements, all current checks and current required-status integration rules before excluding the superseded cancellation contexts. No actual failing review or current check is waived and no protection bypass is used. ## Risks - Process-local signals cover supported writers using this boundary, not independent SQL or other replicas. - Lease completion now reads/locks the exact row before updating. Reusable lease retirement wakes company scope because its previous issue can differ. Claims and transaction ownership remain enforced. - Broad discovery can inspect history inside PostgreSQL; DISTINCT reduces returned rows and round trips, without claiming constant database cost. Task hints are wake requests, so bounded reconciliation handles already exhausted scopes. - Native filesystem activation belongs to execution authorization and is not an eligibility input for this notice projection. Other notice/maintenance duties and Cloud sleep gates remain separate. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, local code inspection, shell execution, and PostgreSQL testing. The exact serving model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 14:14:28 -05:00
DottaandPaperclip	b14e1ecaf8	feat: add a complete agent YAML configuration editor (#18036 ) <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/175/changes/paperclip/175 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators configure each agent through several settings tabs. > - Operators also need one complete, editable configuration document. > - The document must retain each resource service's access and validation rules. > - This pull request defines the `paperclip/v1` Agent YAML format and adds an Advanced editor. > - The editor previews changes, rejects stale core writes, and explains partial saves. > - Operators can edit agent settings in one place and verify the saved state after reload. ## Linked Issues or Issue Description Refs #2219. Related settings work: #10974. Problem or motivation Agent configuration spans profile, runtime, instructions, skills, tools, channels, permissions, secrets, keys, and revision history. Operators cannot inspect and edit those settings as one versioned YAML document. Proposed solution Add an Advanced agent tab with a YAML editor. Define a shared document schema. Read and write resources through their existing APIs. Separate editable settings, explicit commands, and read-only observed state. Alternatives considered A raw agent-row editor would omit related resources. A generic database update would bypass resource ownership. The editor therefore uses the existing resource contracts and records partial results when a later request fails. Roadmap alignment This extends the shipped agent configuration capability. It relates to easy AGENTS.md configuration, multi-harness teams, governed tool access, and secrets management. Stored credentials remain redacted. This format is an editable settings view; it does not add company portability or provider consent. ## What Changed - Add the `paperclip/v1` Agent document schema and format documentation. - Add the Advanced route, sidebar entry, YAML editor, validation, change summary, save progress, and reload recovery. - Cover core settings, instruction files, skill pins, tool installs/profiles/policies, channels, permissions, secret operations, API keys, and revision restore. - Add private-keyed configuration revisions checked under the agent write lock. Read the current key through its owner so file-based rotation does not require restarting the server. Preserve unchanged secret markers at their original paths. - Retain drafts and returned credentials after partial saves. Require reload before retrying commands. Prevent duplicate submissions. Keep new key tokens visible through rename and disable saves with an empty change plan. - Send only changed channel settings. Require explicit intent for shared profile edits. Load destination instruction files when changing their location. - Update Storybook fixtures, verification maps, and regression tests. Add browser acceptance through real APIs and PostgreSQL. ## Verification - `pnpm -r typecheck` passes. - `pnpm build` passes. - The focused UI suite passes all 50 tests. The API/revision helper suites pass all 93 tests. - All 65 lifecycle tests pass with a dedicated PostgreSQL database. They exercise real row locks, redaction, revision history, audit, and company access. - All six browser acceptance cases pass. They check saved settings and clears, secret redaction, key creation/revocation, stale drafts, lost-response recovery, instruction relocation, revision restore, and key-token retention through rename. The tests use real resource APIs and storage. The MCP target uses the existing local provider fixture. No model run or provider login is claimed. - Signing-key regressions cover both environment changes and real in-place key-file rotation. The protected database save/fencing cases pass after removing the cache. A local measurement of 1,000 file-backed revision calculations took 48 ms. - `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and Storybook catalog checks pass. - The full [PR CI run](https://github.com/paperclipai/paperclip/actions/runs/40725425470) passes on `34ed97bbf9`: all 48 jobs, including all eight browser shards. Greptile is 5/5 on this commit, with no unresolved review threads. This final commit refreshes CI after a runner-routing fallback; its source tree matches `fb4cf488cf`. - Paperclip Review and Superagent Security Scan ended neutral because their external agents did not complete a valid assessment/receipt. Superagent passed on `fb4cf488cf`, which has the identical source tree. One request to retry the final scan returned HTTP 404. Neither check reports a code finding. - The local full-suite attempt was blocked by host System V semaphore exhaustion. Acceptance and lifecycle verification used an isolated PostgreSQL 18 container. Earlier CI runners were interrupted. A local combined run hit hook/test timeouts; the full 88-test route file passed after the builds finished. The final full CI run passes. Earlier failure logs and browser traces remain retained outside the repository. To run the browser regression: ```sh pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/agent-configuration.spec.ts ``` ## Risks - Multi-resource saves are sequential. Earlier operations can remain saved if a later operation fails. The editor reports the completed steps and requires reload. - Core settings and managed instruction files have atomic revision/hash checks. Other unversioned resource writes and external supporting files retain a race window after preflight. - Shared profile definitions affect other bindings. The editor requires `updateSharedDefinition: true` for those edits. - The editor follows native service normalization and experimental settings. Canonical reload can add generated access profiles or mask environment values. - New editor dependencies require the repository's normal automated lockfile update. This pull request does not edit the lockfile or add a database migration. ## Model Used OpenAI Codex, GPT-6 family. The exact current model version was not exposed. The work used reasoning, repository tools, code execution, and browser automation. Earlier work in this chat used the configured Codex model before a model switch; its exact model ID and context window were not exposed. The current context window size is also not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 11:49:24 -05:00
Nicky LeachandPaperclip	835966dec8	Prepare agent-owned environments during hiring (#17761 ) <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/1/changes/paperclip/1 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip manages agents and their execution environments. > - New agent setup saves an inactive agent before model connection tests. > - Some plugins need that agent to prepare its execution resource. > - The wizard tested without the agent ID, while the setup hold prevented preparation. > - Environment changes also discarded the selected model account. > - This change prepares the saved draft during setup and keeps normal execution held. > - Users can test the prepared resource before they finish hiring. ## Linked Issues or Issue Description What happened? An agent-owned plugin environment could not acquire a test lease during hiring. Changing environments also returned the user to Connect and cleared the selected account. Expected behavior Keep the selected account, invalidate its test, and prepare the saved agent resource in the background. Test that same agent before finishing setup. Steps to reproduce 1. Start a new Claude or Codex agent and select a saved account. 2. Change to an agent-owned plugin environment. 3. Try to finish setup or reconnect the account. Related: #17750 defers probes until after hire submission. This change implements preparation during the wizard instead. The related PR search and ROADMAP review found no other implementation of this setup preparation path. ## What Changed - Add the optional `requiresAgent` driver declaration. Require agent lifecycle participation when it is set. - Prepare saved drafts on creation or environment changes. Keep the setup hold and wait in `verifying` without background verification scans. - Bind tests to the saved agent. Return a warning without allocating a lease when the required agent is absent or still preparing. - Preserve the account and configuration step when the environment changes. Save the selection and invalidate the old test. - Show active preparation and support authorized retries. Keep approval, company, budget, and normal task admission controls. - Document the contract and cover lifecycle, lease, manifest, and wizard behavior. ## Verification - Server and UI TypeScript checks passed. - 112 wizard and setup helper tests passed. The shared manifest suite passed. - 123 lifecycle, policy, lease, and environment-test API cases passed after the approval-gate fix. The diagnostic and driver suites and all 80 agent adapter route tests also passed. - Token gates, module boundaries, map validation, and whitespace checks passed. - All 66 lifecycle/policy cases passed after the stopping-draft permission fix. The new real-DB route case verifies creator success, other-creator denial, and refusal to complete a hire while stopping. - Full workspace typecheck and build were attempted. Both stop at the unchanged Rust Runner step because Cargo is not installed on this host. - CI on `43be3c93d` passed all automated checks, including full test shards, typecheck, build, Rust checks, browser suites, and canary checks: https://github.com/paperclipai/paperclip/actions/runs/40368174530. - The full local repository test command was started. Two unchanged workspace tests assume Git's initial branch is master; this host defaults to main. Both fail in isolation under the host default and pass with process-scoped init.defaultBranch=master. The broad run was stopped after those confirmed fixture failures; CI supplies the full clean check. - Early new-test failures were fixture collisions and an unscoped sweep assertion; the fixtures and assertion were corrected. One route-suite load raced with SDK output regeneration; rebuilding first and running the suite afterward passed. - Initial CI exposed a route mock missing the new prerequisite lookup. The fixture was updated and a real HTTP no-lease case was added; all 54 cases in that route suite pass. Security review identified allocation before required approval; the new approval gate and its tests address it. - CI on `50b5a08af` reported 32 of 33 expected calls in the unchanged cleanup-history scheduling test. Its isolated case passed locally without cleanup-code changes; the original failure remains recorded and the final CI run passes on the current head. - Standard Greptile reviewed `43be3c93d` at 5/5. A subsequent deeper review identified runner selection, stale detail reads, error retention, and test file size issues; 70343387b addresses all four with resolved threads. Standard review returned 5/5 on that commit and again on rebased head `fda42c5ab`. The rebase preserves master's new managed environment skill declarations alongside requiresAgent. Full CI on `fda42c5ab` passes: 55 successful checks, two intentional skips, no failures. Run: https://github.com/paperclipai/paperclip/actions/runs/40405121641. - After those fixes, 133 UI tests and 61 lifecycle/policy cases pass; all eight focused UI regressions fail against the previous implementation and pass with the fix. Token, map, and whitespace gates pass. The stale-read fixture initially omitted the setup URL because navigation is mocked; following the URL activates the real detail query and reproduces the race. - UI TypeScript passes. This host's server dependency links now point to a separate scratch checkout lacking requiresAgent, so the ordinary server check reports that missing property. A no-emit check pinned to this branch's shared declarations passes; it disables declaration generation and supplies explicit local type roots. The first temporary configuration lacked those type roots; the corrected configuration passes. CI remains the full workspace verification. - After rebasing onto `8373d7867`, all 133 UI, 61 lifecycle/policy, and 44 manifest cases pass again, as do UI TypeScript, token, map, and whitespace checks. The server no-emit check now hits three mismatched SDK/Runner declarations from the scratch dependency links; these are outside this change. Full CI builds the complete dependency set. - Review cycle: the first Apex review scored 3/5 with four findings. All were fixed together, the branch was rebased to resolve a schema conflict, full CI and standard Greptile passed, and a second Apex review returned 5/5 on `fda42c5ab` with zero new comments. All six review threads are resolved, and the PR is conflict-free. Review: https://github.com/paperclipai/paperclip/pull/17761#issuecomment-6422635718. - No live provider resource was created and no deployment was performed. ## Risks Plugins must opt in and ship a compatible declaration. Companies requiring hire approval keep drafts paused and defer allocation and verification until approval. Other companies prepare drafts during the wizard under their existing agent-creation authority; the setup hold still blocks ordinary work. Preparation uses existing lifecycle ownership, retry, and cleanup paths. The open wizard polls only while preparation or stopping is active. No database migration is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact serving model ID and context window size are not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR using the bug report fields - [x] I have not referenced internal or instance-local issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run the targeted 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 the risks - [x] All Paperclip gates are green — 55 successful checks and two intentional skips on `fda42c5ab` - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-26 15:21:47 -07:00
DottaandPaperclip	9bf7dc0c8f	feat(agents): bulk edit connections and default models (#17215 ) Add harness-scoped bulk connection and default-model edits to the agent roster, with compatible choices, change previews, per-agent save results, and retries. Use an icon-based harness filter, keep agent rows readable, remove the status selector and selection hint, and redirect legacy status URLs to the full roster. Preserve authorization, audit history, unrelated settings, and optimistic concurrency checks through the existing agent update route. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-22 18:47:06 -05:00
DottaandPaperclip	30b753f614	perf(budgets): scope accounting and deliver enforcement asynchronously (#17046 ) ## Thinking Path > - Paperclip manages AI agents and their paid work. > - Budgets must prevent new work and stop reported overruns. > - Cost settlement also ran serial lifecycle reconciliation for every eligible company agent. > - That made request latency grow with unrelated idle agents and delayed results on stop delivery. > - This change separates atomic admission and accounting from durable asynchronous enforcement. > - Scoped live usage detects overruns without writing provisional ledger charges. > - The result is constant query scope for ordinary settlement and recoverable stop delivery. ## Linked Issues or Issue Description What happened? Settlement and budget checks entered company-wide lifecycle reconciliation. A company with 1,000 unrelated idle agents performed 1,001 accounting transactions for one ordinary cost evaluation. User requests could also wait for provider termination. Running usage checkpoints did not enforce reported monetary exposure. Expected behavior Keep the final reservation gate authoritative. Commit charges, scope blocks, and enforcement intent before returning. Deliver stop requests after commit. Read only applicable policies and execution scopes for ordinary charges. Stop long-running work when supported reported or priced usage establishes an overrun. Steps to reproduce 1. Create a disposable company with one company budget and idle agents. 2. Evaluate a charge below the budget with 0, 17, and 1,000 unrelated idle agents. 3. Compare query counts, company accounting transactions, and duration. 4. Use the controlled partial-usage and delayed-stop fixtures to check enforcement and request responsiveness. Paperclip version or commit The measured baseline is `6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837` from `master`. Related public work: Refs #16976, #2006, #3539, #13763, #14296, #16853, #13075. These cover the affected service charge, cancellation, and accounting paths. This change removes their shared reconciliation overhead. ## What Changed - Batch applicable policy exposure under the existing company accounting lock. Preserve exact fractional money and zero-reservation dispatch fences. - Commit a durable final budget dispatch claim before provider I/O. Retain a separate final issue/run ownership transaction through synchronous handoff, without holding the company accounting lock or awaiting provider work. Preserve native recovery lease checks and duplicate handoff fencing. Browser handoff rechecks current policy; it reuses a consumed rate slot only for the identical policy generation. - Separate ledger spend, live observed spend, and effective held capacity. Use the maximum of reservation and live observation for each unfinished operation. - Deliver budget cancellation through the existing coordinator. Revalidate generations and persist queued/running stop fences before external termination. Bound stop concurrency to four. - Apply agent holds only to the affected agent. Project budgets leave other projects running. Project real company transitions in bounded lifecycle batches. - Replace periodic broad reconciliation with durable pending work, startup repair, receipt replay, and concrete retry/window deadlines. Retain drain and idle-safety checks. - Enforce accepted cumulative usage checkpoints without provisional charges. Final accounting atomically replaces live exposure and settles reservations. - Add operator-gated budget spans, regression coverage, map updates, and a real-PostgreSQL comparison harness. No schema or first-party telemetry change. ## Verification - Full workspace `pnpm -r typecheck` passes on the final ownership fix, rebased onto `bbcf5dfe98`. Production `pnpm build` passes on final head `4c5f4de8b1`. Map, module-boundary, token, and Storybook catalog checks pass. - Focused real-PostgreSQL coverage includes the 292-case rebased accounting/dispatch run, 63 browser cases, 52 run-control/cancellation cases, 42 policy-generation cases, 77 lifecycle/commentary cases, and the exact Muse confirmation regression. Native executor unit coverage passes all 768 cases. Final ownership coverage passes: 74 adapter/use-case cases, nine public regression cases, and the additional deleted-project race. These exercise competing ownership, budget changes and charges between phases, zero/nonzero duplicate claims, rollback, recovery contention, read-only capacity rechecks, and controlled HTTP startup after commit. Another 74 pure/startup/tracing cases pass. The complete CI matrix and both 5/5 reviews passed on `1ac9b58`; its external security scan identified a stale-owner handoff race. The final fix restores synchronous issue/run ownership fencing after the accounting transaction commits. Final head `8e84f55ce8` has fresh Greptile 5/5 with zero new comments, Paperclip review 5/5, and a passing security scan. The complete latest-head [CI matrix](https://github.com/paperclipai/paperclip/actions/runs/39535189808) passes, including budget, browser, Runner, build, and canary jobs. The unchanged Runner close fixture passed on its sole same-head job retry. - Broad local `pnpm test:run` invocations were stopped before required source updates (rebase and review fixes). They are not claimed as full passes. Final full-suite coverage comes from the complete latest-head CI matrix; local focused coverage and the incomplete broad invocations are reported separately. - Reproduce performance with `pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-budget-enforcement.ts --baseline-ref=6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837`; repeat with `--reverse`. The harness uses disposable real PostgreSQL, 20 warm samples per variant/count, and records raw timings, SQL/lock counts, agent reads, unchanged agent state, and query plans. Final production-source measurement revision: `eff713a4f72c7f4b7a4002a701cb481d4bfccd95`; the extended harness is committed in `4c5f4de8b1`. \| Unrelated idle agents \| Baseline median / p95 \| New median / p95 \| Baseline SQL / locks \| New SQL / locks \| New agent reads \| \| --- \| ---: \| ---: \| ---: \| ---: \| ---: \| \| 0 \| 1.80 / 2.33 ms \| 2.99 / 3.88 ms \| 5 / 1 \| 7 / 1 \| 0 \| \| 17 \| 15.53 / 19.55 ms \| 2.24 / 2.60 ms \| 90 / 18 \| 7 / 1 \| 0 \| \| 1,000 \| 978.35 / 1,790.43 ms \| 2.16 / 2.52 ms \| 5,005 / 1,001 \| 7 / 1 \| 0 \| - These measurements use local PostgreSQL 18.1 and Node 26.4.0 arm64. They isolate the cost-evaluation core and complete admission path, without hosted-region or provider latency. Prior-revision reversed-order controls also preserved the constant query counts; the final measurements above use the final production source. - Complete reserve → final ownership gate → immediate offline provider result is measured separately, with one responsible agent and one active operation at each unrelated-agent count. Admission p95 baseline/new: 0 agents 11.54 / 29.77 ms; 17 agents 9.31 / 27.62 ms; 1,000 agents 24.51 / 74.05 ms. Baseline admission was already scoped; the stronger final fence adds bounded overhead. New counts stay constant at 53 Drizzle statements, three transactions, two company-accounting locks, and five agent-reading statements bound to the responsible agent. Zero unrelated-agent reads, exactly one provider callback per sample, and no leftover runs or holds. All admission scenarios stay below 250 ms. No external provider calls are included. - The partial-usage/delayed-termination fixture passed 20/20: receipt persistence p95 13 ms, receipt return to observed durable Stop fence p95 28 ms, complete receipt-start-to-fence p95 50 ms, unrelated database request p95 1 ms while termination was blocked. After releasing the controlled termination fixture, acknowledgement p95 was 14 ms. These are separately measured phases; fixture acknowledgement is not live-provider termination latency. - Models and provider deadlines are unchanged. No deployment, live inference, or staging acceptance is claimed. A quiet 30-minute follow-up waits for the merged revision on staging, then repeats classifier and controlled budget-stop acceptance in staging, recording hosted bookkeeping, queue delay, and actual provider acknowledgement separately. - Development failures retained: finalizer notification regressions (fixed; 27/27 affected cases passed), invalid browser admission fixture assumptions (fixed; browser coverage now passes 63/63), and first-head lifecycle/dispatch CI regressions (reproduced and repaired). A prior-head Cases E2E test hit its unchanged announcement-dismiss handler race while opening a filter; the same journey passed on `1ac9b58`. The external security review then found a stale-owner race between accounting commit and provider entry; final verification covers a competing run in that gap while retaining provider I/O outside the accounting lock. Early PostgreSQL startup attempts hit local semaphore pressure; serial reruns succeeded. The final-head Runner lane had one failure among 1,823 tests: the unchanged `timeout-attachment` fixture failed at its first process close after 6.28 seconds. The sole same-head job retry passed all 1,819 active tests (four skipped), including that fixture in 1.85 seconds. Three isolated local probes could not run correctly because the Rust fake-provider fixture binary was absent; cleanup masked the original startup failure. CI builds that fixture through its normal lane. These probes are inconclusive and are not counted as passes. ## Risks - This changes accounting, lifecycle, and cancellation ordering. Durable generations, source/sequence checks, ownership leases, and company locking remain required for correctness. - Provider stop acknowledgement can be slow or fail. Stop intent remains pending until existing termination proof succeeds; cancelled row status alone does not acknowledge delivery. - Mid-run limits depend on provider usage reports or supported price calculations. Providers that report only at completion cannot provide exact mid-call detection. - Signals are process-local wake hints for the supported single-active-writer model. Durable state and startup recovery remain authoritative. - There are no migrations, new queue tables, or cached balances. Repeat the classifier and controlled budget-stop acceptance after normal rollout. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution, and parallel coding agents. The host does not expose the exact backend model revision or context-window size, so those values are not asserted. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-21 07:23:00 -05:00
Nicky LeachandPaperclip	79b2bf78dd	Create agent records when onboarding names are submitted (#17005 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Core onboarding selects an agent and connects its provider account. > - The current flow creates the agent record after authentication. > - Setup needs a stable agent identity as soon as the user submits its name. > - This PR saves a paused setup record on name submission and finishes the hire on that same record. > - The existing sandbox authentication and approval paths continue to apply. ## Linked Issues or Issue Description Subsystem affected Core agent lifecycle, shared validators, and onboarding UI. Current behavior Onboarding creates the database record at the final hire step. Earlier authentication and saved setup have no agent record. Proposed behavior Create a paused agent with a setup hold when the user submits its name. Do this before adapter selection or authentication. Update that same record after adapter selection. Reuse its ID on retries and saved setup. Finish that record through the existing hire path. Reason and benefit Give setup a stable identity without coupling this refactor to computer provisioning or a new execution backend. Breaking changes Incomplete setup now leaves an inactive agent record. Existing clients can still create and hire agents without the new optional fields. The sandbox authentication flow and API key support remain in place. Additional context Requested Core-only refactor. Related work: #15422 changes runner defaults. This PR preserves those choices. No duplicate early-record refactor was found in the issue and PR search. ## What Changed - Save the agent when the user submits its name in both onboarding entry points. Use a provisional adapter until the user chooses one. Reopen name-only drafts at adapter selection. - Add retry-safe setup creation and same-record hire completion. Keep approval checks at final hire. - Save and restore setup configuration in both onboarding entry points. Show Finish setup for paused setup agents. - Restrict setup changes to authorized board users. Block generic resume until setup finishes. - Add lifecycle, authorization, connection, and UI coverage. Update the specification and feature maps. ## Verification - Latest focused server run: 126 lifecycle and AI-connection tests passed after the Apex fixes. An earlier broader run passed 301 lifecycle, instruction, adapter-validation, and AI-connection tests. Earlier authentication, retry, cross-company, and direct-create regressions also passed. - Name-save verification: 336 tests across the wizard, naming dialog, New agent, action-button, and wizard-step suites passed. Coverage includes retry identity, repeated submission, closing during a save, saved-model restoration, and a disabled process adapter. - Shared, server, and UI TypeScript checks passed. The latest UI package check and direct server TypeScript check passed. The server package preparation command could not finish locally because Cargo is unavailable; full build preparation runs in CI. Map checks, token gates, and `git diff --check` passed; each pushed diff was scanned for credentials and PII. - All six onboarding browser tests passed together with installed Chrome against a fresh throwaway instance after the Apex fixes. They include numbered duplicate names, first-time Copilot without a connected account, and Grok’s saved model. They verify early persistence in both entry points, closing and reopening a name-only draft, same-record adapter selection, sandbox sign-in, login reload, and failed-connection gating. Provider responses are simulated; Core persistence is real. - Regression coverage includes incomplete Copilot creation versus final validation, Kimi settings through redacted responses, stale local drafts, company switches during creation, saved environments, and provider changes with personal/shared old bindings. - Apex found five name-only setup gaps: numbered names, early Copilot account validation, the Grok model default, same-name draft ownership, and provisional runner restoration. The fixes preserve server names, defer implicit account binding until hire, set Grok’s model, avoid name-based reuse of unfinished records, and restore Auto for pending adapter choices. UI, database, and browser regressions cover these cases. - Standard Greptile found a Grok provider mismatch in the new adapter save. The save now uses ACPX with the Grok profile. Both the 129-test dialog/setup run and a real-API browser regression passed after the fix. The first browser attempt stopped on an ambiguous empty-roster button selector; it now scopes the click to the toolbar. - Moving the save point exposed a saved-model reset and timing assumptions in the same-name and portal fixtures. The source choice now preserves the restored model, and tests cover same-name recovery without a second hire. - Initial CI exposed direct-create compatibility, concurrent setup effects, fixture assumptions, and a missing-fields assumption in the provider-validation guard. These were fixed and verified locally. Review findings were addressed with authorization, recovery, credential-persistence, and restored-configuration regressions. - The final desktop capture passed after host resource cleanup. A repeat first failed before Core started because macOS had exhausted shared-memory IDs. Standalone PostgreSQL initialization reproduced the same error. Releasing only unattached control segments from this task’s stopped test databases allowed the unchanged revision to pass. No Core or system setting changed. - Local database tests required port access outside the sandbox. Missing declared development dependencies were supplied outside the branch. No live provider sign-in was tested locally. - [Full monorepo CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236) is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard Greptile scored 5/5 with zero new comments (check `118969424903`). The subsequent Apex review also scored 5/5 with zero new comments (check `118972866331`) on that same commit. All review threads are resolved. - The separate Superagent Security scan returned neutral/inconclusive because its pinned merge-base checkout failed or timed out. GitHub returned 404 for check and suite rerun requests. This is not a successful security scan; the CI workflow and other security checks passed. ## Risks - Users can leave inactive setup records behind, including after name submission alone. These records cannot run until hire completes. - Setup completion touches hiring and approval boundaries. Tests cover retries, company isolation, creator permissions, and approval snapshots. - An uncertain credential-save result retains its new secret reference for retry. A confirmed client rejection removes only credentials staged by that attempt. - No schema migration or VM provisioning change is required. Agent-computer integration is out of scope. ## Model Used OpenAI Codex, based on GPT-6, with repository search, code editing, and tool execution. The exact deployment ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] Apex Greptile is also 5/5 on the same commit as standard review and green CI - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-20 18:08:57 -07:00
Nicky LeachandPaperclip	5f5602bba7	feat(plugins): synchronize standing connection assignments (#16603 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Lifecycle plugins prepare agent runtimes outside the control plane. > - They need committed connection assignment changes without polling. > - A reader and its revision hooks must cover the same fields. > - This pull request adds a bounded standing-assignment snapshot and its matching hooks. > - Plugins can react to assignment changes while execution keeps its existing access checks. ## Linked Issues or Issue Description What happened? The agent runtime reader does not expose standing connection assignments. Changes to connection installs, active profiles, and connector feature switches do not request synchronization. Adding company-wide invalidation also exposes lock inversions in assignment writers and AI adoption. Expected behavior The owning lifecycle plugin can read a bounded assignment snapshot. Every committed change to its stored fields advances the runtime revision. Rollback removes both the change and its event. Assignment writers finish without a lock-order cycle. Steps to reproduce 1. Install a connection or bind an active profile to an agent. 2. Read its runtime inputs through the owning lifecycle plugin. 3. Rename or disable the connection, revoke the assignment, or switch connector features. 4. Expect a committed runtime event and an updated snapshot without periodic polling. Additional context Extracted from #16503. Catalog publication #16602 and the separate test maintenance PRs #16601 and #16610 are merged. This PR now targets master and is the active review. Tool-definition hooks #16604 and access/credential hooks #16605 remain drafts without review requests. ## What Changed - Add SDK types and an owning-plugin runtime snapshot for installed connections, active profile IDs, and effective connector feature switches. - Reject more than 512 connections or 128 active profiles instead of returning partial data. - Add migration 0354 for the exact stored fields used by the snapshot, with transaction-coalesced invalidation. Agent-targeted bindings and installs notify only their old/new target agents; project/routine/issue/gateway bindings are outside the snapshot and produce no notification. - Use ordered agent locks that are compatible with foreign-key references and exclude runtime readers. Prelock complete old/new target sets before replacing assignments or restoring managed profiles. - Record one company baseline at delivery startup for process-managed feature overlays. - Lock assignment inputs before install saves, task completion, and email assignment. Setup finalization reads the locked connection state and prelocks company agents before activating, re-enabling, or reviving a profile. - Make profile binding and reassignment writes transactional and lock parent profiles first. Keep target validation and profile/detail reads on the reserved transaction connection, including with a one-connection pool. - Lock company agents in order before validated AI adoption. Keep adoption and shared configuration writes at `FOR NO KEY UPDATE`, avoiding an upgrade that can deadlock foreign-key inserts during gateway creation. Configuration fields cannot change agent identity; lifecycle transitions and deletion retain their existing locks. - Document supported coverage and the inputs reserved for later PRs. ## Verification - Thirteen affected suites passed: 757 tests covering runtime hooks/assignments/skills, concurrent skill publication, tool access/catalog, task connection intents, lifecycle delivery, email, AI accounts, migration histories, snapshot drift, and the agent lifecycle module. This includes the merged catalog PR's OAuth and overlapping-refresh regressions. - The assignment suite passes all 24 cases, including bounded snapshots, company/agent isolation, rollback, health-field no-ops, process-start feature overlays, and real lock contention. - Four one-connection PostgreSQL regressions reproduce the earlier helper-read hangs before the correction; bind, unbind, delete, and reassign complete with it. The earlier adoption/gateway probe exposed both lock upgrades: changing only validation still deadlocks in shared configuration. Current scoped coverage verifies adoption with agent-targeted binding writes; gateway-only bindings no longer invalidate this snapshot. - The original ordered-adoption regression reproduces PostgreSQL `40P01` without ordered company-agent locking. Scoped-recipient tests reproduce unrelated-peer journaling before the trigger correction and verify repeated bind/unbind operations leave peers untouched, ignored binding types produce no events, both reassignment recipients are reached, and coalescing remains intact. - Six replacement contention cases cover installs, existing setup, activation, re-enabling, profile revival, and profile reassignment. Negative controls reproduce `40P01` without the corresponding target/company prelocks; all cases pass with the guards. Activation decisions use the connection row reread under lock. - An initial contention fixture failed because its settings connection lacked an MCP URL. Supplying the fixture URL and controlled lookup corrected that test setup error. - Server typecheck, database migration numbering/safety, five-snapshot retention, feature-map structural validation, and `git diff --check` passed. Migration metadata preserves historical journal entries and adds no schema change. The complete diff was reviewed for secrets and personal data before push. - Earlier hosted PR CI runs 38983440861 and 38985530069 passed; the superseded promotion run 38983440470 was cancelled. Superagent acknowledged the recipient fix and accepted the documented company-wide cost at `359b5b2f30a8a0248177367e458663d5379810d1`. Its two standard Greptile summaries were conditional on a later setup correction and were not counted as independent acceptance; the setup correction is now included here. - At `7da246aab46274db1a120a0546abbb404c5427c7`, hosted PR run 38986958988 passed: all 55 checks succeeded, with two optional Storybook checks skipped. Superagent passed, all review threads are resolved, and standard Greptile independently returned 5/5 with no blocking findings (review completed 2026-10-17 00:40 UTC). Apex independently returned 5/5 with no actionable findings (completed 2026-10-17 00:50 UTC). CI was rechecked after Apex and remains green; the branch is mergeable against master. Full local build and repository-wide tests were not run. ## Risks Migration 0354 adds database functions and triggers without changing table schema. Apply it through the normal migration flow. Agent-targeted bindings and installs only notify their affected agents. Explicit company-wide assignments, connection metadata, profile activation/removal, and connector feature switches retain synchronous, transaction-atomic company fanout. Each such transaction takes ordered row locks and inserts up to one connector runtime event per eligible company agent: O(number of eligible agents) work and journal storage, with no company-size cap or cross-transaction mutation quota. This remains an intentional scope tradeoff for this PR; deferred fanout is not implemented. Many of these conservative changes can request preparation even if an individual snapshot stays unchanged. Snapshot limits fail closed. This PR provides desired assignments, not credentials or task authorization. Later PRs must add mutation coverage before consumers can rely on immediate synchronization of tool definitions or credentials. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-16 17:55:47 -07:00
DottaandPaperclip	adb69e8f09	feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683 ) ## Thinking Path > - Paperclip is the open source control plane for agent companies. > - People choose a harness when creating an agent. > - The server should resolve that harness to a qualified runner. > - Codex is the first harness in the staged default rollout. > - Saved agents must retain their execution choices. > - New Codex agents therefore use Paperclip Runner on qualified macOS/Linux targets, with an explicit Legacy override. ## Linked Issues or Issue Description Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149. The runtime/install prerequisite and release repair are merged. This slice owns Codex creation, setup, configuration and preservation. Other harness defaults remain unchanged. It adds no database migration; incoming master migrations, required maps and regression coverage are retained. ## What Changed - Resolve `runner: auto \| paperclip \| legacy` at the common creation boundary across onboarding, API/CLI, hires, built-ins, plugins and imports. Freeze pending hires and export resolved execution choices. - Preserve existing runners on upgrades, unrelated edits and import updates, including compatible accounts, workspace settings, Codex effort and intentional clears. - Use the underlying harness picker and branding; put the runner override in Advanced. Use the shared dropdown and update production-component stories and creation contracts. - Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64. Linux requires GNU libc 2.39+. Disabled, external, unsupported and unqualified combinations retain their applicable Legacy execution. - Test the selected runtime/account/model/environment. Ordinary Connect probes eligible immutable managed targets and refreshes scoped discovery. Creation/discovery do not provision. Auth, dependency, incompatible-setting and cleanup failures remain actionable without changing runners. - Keep setup probes read-only, preserve local/SSH isolation and resolve packaged assets before staging credentials. Bound cleanup reads by the remaining absolute deadline; physically close every owned ingress socket before endpoint release. Unconfirmed cleanup retains recovery state. - Preserve validated completed-onboarding callbacks through startup recovery. First file-producing work belongs to the child task and uses the existing dependency/block handoff and task-scoped registration. - Reuse existing E2E fixtures, artifact checks, reporting and controls. Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain no Codex payloads; official optional npm platform dependencies remain. ## Verification Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`. Merge-ready: required CI, fresh review, package qualification, Mac core acceptance and Test task/follow-up acceptance pass. The existing attachment and native-continuity oracles independently verify both Test downloads, run attribution and unchanged native/provider/workspace identities. The maintainer authorized a code-owner-review exception for this PR only. The first Test setup failure and normal Board completion-review friction are retained below. Actual post-merge packages and private Cloud distribution remain separate qualification gates. - [Current CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625): all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained six simultaneous host-shutdown cancellations. One failed-only retry passes those six lanes and two aggregates, preserving 40 successes. Actual integration checkout `53104c1` combines this head with master `c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile 5/5, 30 resolved threads, no actionable findings. - [Exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239): nine applicable jobs pass, nine conditional jobs skip. Four remote native producers; Linux x64 clean install; Intel Mac, Apple Silicon and Linux ARM64 native startup/physical cleanup controls. All 18 tarballs/four daemon source/hash/manifest bindings and 343 migrations through 0344 verify. No Codex payload is packed. These hosted tarballs are not a published npm canary. - Normal Apple Silicon installation and credential-free native startup/cleanup pass using the packaged daemon, with no source build or provider turn. Fresh installed DB initialization passes. Upgrade 651a→1c03 preserves all three complete execution configs, accounts, ten recorded run profiles, paused budgets, active incidents, cost summaries and two historical unpriced events. Historical recovery state is retained. - Cleanup regressions: four delayed-read baseline failures become 15 passing deadline/authority controls. No-acknowledgement and prior-error socket ownership regressions become 12 passing controls. Direct runtime/server types, maps: 35 areas / 176 IDs, diff checks and independent reviews pass. Permission/auth/reconnect policy and the 10-second setup budget remain intact. - Existing source coverage includes creation/selection/imports, pending approvals, recovery, account/lifecycle handling, mounted forms, dropdowns and E2E support. Full typechecks/tests/build/token and applicable Storybook checks pass in the recorded current CI; no duplicate suite or weakened grader. - Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful document, real completed-child callback/reply, seven successful native runs, manual follow-up and independently downloaded1,101-byte child file. Existing Legacy title edit/reload preserves execution; two real Legacy runs produce independently checked15/34-byte files. These remain historical source records. - Current literal 1c03 Mac core acceptance passes independent checks: ordinary Auto native Codex onboarding without runner override; only timeout 180 seconds/concurrency 1 saved; six successful native runs and six serialized turns (maximum overlap 1); both same-task continuity checks and five mechanical callback checks; actual rendered parent reply and exact child downloads. The useful handoff advances from revision 1 to 2. Both files are 48 bytes, SHA-256 `8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and `f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`; exactly one byte changes and old history remains. The agent is paused with zero active runs/errors. Both artifact work products have `isPrimary=false`, and descriptive titles fail a stricter title-helper assumption; these retained results are scoped editorial follow-up, not new merge gates. Six source-bound screenshots are uploaded and verified in the private primary QA report. - [Literal 9546 managed proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html): original 19 assertions and completed judge pass, four native turns, child-bound240-byte file and session/workspace continuity. Checkout reports a verified generated target-lock mutation; full final porcelain was not retained. Signed execution-image identity remains separate from Core source. - Actual 651a Test deployment succeeds on one owned/pinned target. One ordinary Auto API-key Connect then fails native cleanup before hire. Controller turn/drain/suspend completion and service-recorded environment cleanup are observed; they do not certify physical deletion or native authority retirement. Failure/recovery/unknown holds are retained. No Legacy switch or unchanged paid retry. The two source repairs above require actual treatment. - [Current immutable Core preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725) and matching DB/shared artifacts pass. One owned, pinned Test target serves exact `1c03`; identical migration history correctly skips the migrator. Ordinary Auto Codex Connect succeeds and hires native; saved native selection and QA bounds survive reload. The initial child preparation attempt fails before provider work, with actual stdout identifying `renewal_deadline`; its trigger remains unknown and the failure is retained. Normal Board Try again and Resume recover the child to Done, producing a browser-verified 44-byte file, SHA-256 `0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The actual parent callback reports the completed child document/file. The existing validator requires a parent-owned attachment, so recovery enters normal Review; after byte checking, normal Approve completion reaches parent Done. No forced status or duplicate parent file is used. The validator is unchanged from integrated and current master. Autonomous initial callback-to-Done is not proven. The same-child follow-up completes document revision 2 and publishes a second independently downloaded 44-byte file, SHA-256 `22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only the revision digit changes. The unchanged existing native-continuity and attachment oracles pass. All ten recorded runs are terminal: nine native successes and the retained pre-provider setup failure. The QA agent is paused with zero active runs. The pre-existing parent evidence scope mismatch is a separate follow-up, with ordinary completion review exercised rather than a forced status or relaxed validation. This unsigned Core preview remains distinct from post-merge private Cloud composition. ## Risks - Saved agents are not migrated. Explicit runner changes use normal configuration/session rules; historical runs retain their recorded execution. - Native readiness depends on verified assets and server-owned target qualification. A Legacy probe, HTTP200 or successful account save cannot prove native readiness. - Recovery exceptions remain restricted to validated completed-onboarding reports; process-loss, ownership and terminal-state safeguards remain active. Unexecuted live journeys stay open. - Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred. Cold Cargo cache misses are recorded; no warm-cache speedup is claimed. - Historical invoices/physical cleanup remain unconfirmed and held. After merge, exact published npm canary, signed standard image/migrator, private composition and serving/live acceptance still require qualification. Production deployment/default promotion is not authorized. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and parallel agents. Exact serving snapshot and context-window size are not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used with available 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 linked public issues or PRs above - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run the stated focused 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 - [x] All Paperclip CI gates are green on the current candidate - [x] Greptile is 5/5 with no open findings on the current candidate - [x] I will address all reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 11:33:02 -05:00
Devin Foley Amy Paperclip devinfoley	ba4fac585d	feat(agents): show who created an agent in shared companies (#16055 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company in Paperclip can have more than one human member, and each member can create agents > - The app does not record which person created an agent > - When two or more people share a company, members cannot see who added an agent or who to ask about it > - This pull request records the creator of each agent and shows the creator on the agent Overview tab > - The benefit is clear ownership of agents in shared companies, with no change for single-user companies ## Linked Issues or Issue Description No public issue exists. This description follows `feature_request.yml`. Subsystem affected Agents: the agent data model, the agent create path on the server, and the agent Overview tab in the board UI. Problem or motivation Paperclip does not record which human user created an agent. When more than one human user works in a company, the agent page does not tell members who created the agent. Proposed solution Record the user ID of the creator when a human creates an agent. Show "Created by <name>" on the Identity card of the agent Overview tab. Show this row only when the company has two or more human members. Do not count the synthetic local Board principal as a human member. Do not show the local Board as a creator. Alternatives considered Count human users across the full instance. We did not do this. An instance-wide count tells a member of one company that other companies have users. The creator is always a member of the agent's company, so the company count is sufficient. Roadmap alignment `ROADMAP.md` has no item for agent ownership. This change is small and additive. ## What Changed - Add the nullable column `agents.created_by_user_id` (`packages/db/src/schema/agents.ts`, migration `0343_new_mentor.sql`). - Set the column in the single agent insert path (`server/src/modules/agent-lifecycle/adapters/records.ts`). The value comes from the authenticated user actor. The server ignores a creator value in the request body. Agents that agents or the system create keep `null`. - Backfill existing agents in the migration. The backfill uses the earliest `agent.created` or `agent.hire_created` activity row that a user actor wrote in the same company. - Add `createdByUserId` to the shared `Agent` type (`packages/shared/src/types/agent.ts`). - Add `ui/src/lib/agent-creator.ts`. It decides if the UI shows the creator row and it resolves the creator name. If the creator left the company, the row shows "Former member". - Add the "Created by" row to the Identity card in `ui/src/pages/AgentDetail.tsx`. If the company user directory request fails, the row shows "Could not load creator". The row does not disappear silently. - Add the Storybook story `Pages/Agent Detail → Shared Company Shows Creator`. - Document the column in `doc/SPEC-implementation.md` §7.2. ## Verification - `pnpm --filter @paperclipai/db typecheck` passes. This includes the migration numbering and migration safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `ui`: `tsc --noEmit` passes. - `server`: `vitest run src/modules/agent-lifecycle/__tests__/lifecycle.test.ts` passes (49/49). Two new tests: - The server records the creator from the actor and ignores a creator value in the request body. - The backfill takes the earliest user activity row. It skips agent actors and rows from other companies. - `server`: `vitest run src/__tests__/built-in-agents.test.ts` passes (40/40). A new test checks that a built-in agent enabled by a human records that human, and that automatic provisioning stays unattributed. The gated (pending-approval) provisioning test also asserts the creator. `src/__tests__/built-in-agent-routes.test.ts` also passes. - `ui`: `vitest run src/lib/agent-creator.test.ts src/pages/AgentOverview.test.tsx` passes (10/10). The tests cover these cases: the row shows with two or more humans, the row stays hidden with one human plus the Board, the UI never shows the Board as the creator, the row shows an error when the directory request fails, and the row stays hidden (no error) for agents with no creator or the Board as creator. The last case fails without the fix. - The current Storybook catalog uses source annotations and generated indexes. `node scripts/storybook-catalog.mjs --check` passes (264 story files, 2,514 stories). The merge keeps the authored catalog deletion from master. - `pnpm check:token-gates` is clean. - Screenshots from the Storybook story (fake data: two human members, Alice Admin and Bob Builder, plus the local Board). The red "Could not load public key" text is a Storybook artifact: the story has no fixture for the public key request. The existing `Dashboard` story shows the same text. Two or more human members: the Identity card shows "Created by". ![Identity card with the Created by row](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/identity-created-by.png) One human member plus the local Board: the row stays hidden. ![Identity card without the Created by row](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/identity-single-human.png) Full Overview tab: [overview-created-by.png](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/overview-created-by.png). The images are on the separate branch `pr-assets/agent-created-by`. They are not in this PR and do not go to `master`. - Manual check: open Storybook at `Pages/Agent Detail → Shared Company Shows Creator`. The Identity card shows "Created by Alice Admin". The `Dashboard` story has one human, so it does not show the row. - Final focused verification on `5a02350cf16050a3cf3cb3f8dc061fe61758c60d`: all 99 tests pass across the two UI suites, built-in-agent suite, and lifecycle suite. The backfill test applies the complete migration twice. The migration uses `ADD COLUMN IF NOT EXISTS` and preserves the company-scoped backfill. Migration numbering and token checks pass. - Full repository typecheck, build, and Storybook build pass. The generated creator story ID is present. A Chromium check renders the production agent page fixture and verifies the creator row and Alice Admin name. Map checks and their 21 tests pass. A fresh Apex review is 5/5 on the current head with no unresolved findings. All 54 successful CI checks pass on this head, with two intentional skips, including all general and serialized test shards, E2E, typecheck, and build. The workspaces-b job passed after rerunning a runner shutdown; no source change was needed. The separate, unsharded local `pnpm test:run` invocation has not completed; complete suite verification comes from CI. ## Risks - Migration: the migration adds one nullable column and runs one `UPDATE` on `agents` with a correlated subquery on `activity_log`. On an instance with a very large activity log, the backfill can take some time. The migration does not lock other tables and does not delete data. - Backfill accuracy: agents with no user-authored create activity row keep `null`. The UI then does not show a creator. This is the same as the current behavior. - Privacy: the row shows only names from the company user directory, and only to users who can already see that directory. - Low risk for single-user companies: the UI does not change for them. > 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 - Provider: Anthropic, Claude Opus 5.5 (model ID `claude-opus-5-5`), run as a coding agent through Claude Code with tool use (shell, file edit, and test execution), standard context window. OpenAI GPT-6 (`gpt-6`) through Codex assisted conflict resolution, regression tests, and repository verification. This session does not expose an exact 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Amy (Opus) <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>	2026-10-13 14:57:41 -07:00
Nicky LeachandPaperclip	2dd9811e8b	Own agent hiring and termination in a lifecycle module (#15631 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - Agent creation, approval, pause, and termination change whether an agent can work. > - These changes currently use separate service and database paths. > - Some agents need setup after their record exists and before their harness can run. > - This PR adds one module that owns those state changes and their transactions. > - The module records progress and retries incomplete work after a server restart. ## Linked Issues or Issue Description Problem or motivation A hire can become active before its execution environment is ready. Direct agent state writes also bypass one common lifecycle boundary. Termination does not have a durable step for resource cleanup. Proposed solution Use agent lifecycle commands for hiring, approval, pause, resume, and termination. Keep proposed hires pending until approval. Prepare each approved hire, test its saved harness configuration, and then permit work. Wait for required plugin work before completing a step. Alternatives considered A general database commit hook would expose transaction details to callers. A timer alone would delay each new hire. This module owns each command transaction and starts its worker after commit. A periodic scan recovers work after a process stops. Roadmap alignment This change adds the lifecycle boundary for the existing agent and plugin systems. It does not add a user interface or a provider implementation. It replaces the lifecycle delivery approach in #15391. Related proposals include #11475 and #13099; this change does not add their external executor protocols. ## What Changed - Add durable approval, preparation, verification, pause, resume, stop, and cleanup states. - Keep agent creation, lifecycle state, configuration writes, and agent record deletion behind `modules/agent-lifecycle`. Keep validation, credential rules, reads, onboarding, invitations, general approvals, and company data deletion in their services. - Commit a hire before the remaining onboarding or invitation work. Serialize requests with the existing dedicated database connection helper. Reuse the hire after a failed attempt. - Keep accepted work in the run queue during setup. Require execution and cleanup evidence before completing pause or termination. - Retain the original credential owner when approving migrated hires. - Start lifecycle work after each command commits. Use database leases and revision checks for retries and late results. - Add a generic required plugin method and capability. Store the required plugin IDs for each agent. Track host and plugin completion separately. - Keep harness verification and credential rules in services. Supply their results to lifecycle through explicit ports. Reject failed logins and incomplete probes. - Remove reverse imports from lifecycle adapters into services. Share record queries and validation below both layers. - Use one hire decision path for agent IDs and approval IDs. Resolve the approval and agent change in one transaction. Expose policy reconciliation on the command object. - Save configuration and verification invalidation through one module operation. Ordinary commands own their transaction. Restrict the shared transaction integration to its listed callers. Reject identity, company, accounting, timestamp, and unknown fields. - Require completed termination before deleting agent records. The company deletion service calls the module through a separate deletion interface. - Save an approved secret before applying its agent binding. A failed binding leaves the secret approved. A retry reuses it. - Remove old permission and metadata export files. Move hire configuration rules out of lifecycle persistence. - Report failed worker steps and scans with operation context and known error codes. Omit provider messages, stacks, and configuration values. Document ordinary application use and extension rules. - Recover expired native owners only after execution stops. Retry cleanup of failed retained leases. Wait for setup in the live smoke script. - Keep manual, budget, and company pause reasons separate. Guard execution status writes with the ready state. - Add a migration, boundary checks, regression tests, and a lifecycle guide. Keep the current UI. - Limit periodic policy checks to 100 eligible agents per minute. Continue from the last agent ID. Exclude pending hires and agents in termination or a final state. Keep explicit company and budget updates immediate. ## Verification - Latest head `ccc3c86b0` aligns the shared status update schema with the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2 CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile comment is fixed. CI is running; no new Apex review was requested for this small fix. - Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test uses the shared 90-second timeout from master; the older timeout commit was removed. The affected backup test passes. - Agent budget edits now pass the target agent ID through enforcement. All 50 affected tests, server TypeScript, and 11 boundary tests pass. Both configuration update paths have regression coverage. CI is running on the latest head. No new Apex review was requested for these small fixes. - Rebase `9b568666a` preserves the run-control extraction and delivery-work startup changes from master. All 559 affected tests, server TypeScript, and 11 boundary tests pass. CI and Apex review are running on the final head. - The policy scan fix passes 56 lifecycle and diagnostic tests, 24 policy and caller tests, and 11 boundary tests. A regression test checks the page limit, interval, excluded states, and cursor wraparound. - Rebase `fd4698750` passes all 611 tests in eight affected lifecycle, route, and heartbeat suites. Server TypeScript and all 11 module boundary tests pass. The company deletion rollback and concurrent hire tests are included. - Follow-up `00aac7646` fixes the failed decision deletion test and the public update schema. All 126 affected server tests, 8 shared tests, 2 CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI TypeScript checks pass. - Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc --noEmit`. - All 11 boundary tests pass: `node --test scripts/check-module-boundaries.test.mjs`. The repository boundary scan also passes. - All 68 lifecycle, failure diagnostic, and harness verification tests pass. Tests reject forbidden fields through the root command, combined transition command, and restricted transaction integration. They also check invalid fields returned by configuration preparation. - Failure tests cover host work, plugin work, claims, renewals, deferrals, and scans. Log tests check known error codes and exclusion of private error contents. - All 355 tests in 10 existing caller suites pass. These tests cover secret approval, pairing, pending hires, credentials, company import, built-in agents, managed agents, instructions, and skills. - The branch is rebased onto `origin/master` at `2eb5187e4`. The queue guards and cancellation lock fix use the extracted heartbeat queue. Agent cancellation uses the extracted run-control file. The source diff scan found no secrets or private URLs. - Earlier checks cover approval retries, rollback, late verification results, policy holds, deletion rollback, concurrent company deletion, and queue admission during setup. - Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it 5/5 with no open comments. CI and a new Apex review are pending for the rebased commit. The branch has no merge conflicts. - The full local build and native Dot suite were not run. The host has no Cargo. No live provider test was run. ## Risks - Background policy recovery takes more than one minute when more than 100 agents are eligible. Explicit company and budget updates still reconcile immediately. - The restricted configuration integration keeps an agent reference and its dependent records in one transaction. It cannot change a budget or invoke a lifecycle transition. A periodic scan starts pending setup after that transaction commits. - Secret approval and binding use separate transactions. A failed binding can leave an approved secret with no agent binding. - New approved hires remain unavailable until setup and verification complete. Existing clients see `paused` during these steps. This PR does not change the UI. - Migration `0320_daily_onslaught.sql` maps existing statuses and pause reasons. It does not create external resources or claim that an existing harness passed verification. - Use a coordinated server update for this migration. Older server versions can write legacy status without the new lifecycle checks. - A failed onboarding or invitation request can leave a committed hire. A retry reuses that hire and completes the remaining records. - Deletion requires completed termination. Company deletion can require another request while cleanup is pending. - Required plugins must make repeated calls safe and reject older revisions. A disabled or removed required plugin blocks completion until it is restored. - A new hire can run a second harness test after the existing UI test. Some adapters can charge for this test. - No live provider test was run. Provider implementation and resource backfill remain separate work. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code tools, and local 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 described the issue in this PR with the feature request field labels - [x] I have not referenced internal or instance-local issues or links - [x] My branch name describes the change - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] Targeted local tests pass - [x] All Paperclip CI gates are green on the new commit - [x] Greptile Apex is 5/5 with no open comments on the new commit - [x] I will address review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 09:05:12 -07:00