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DottaandPaperclip faa8e452c7 fix(tasks): stop repeated reminders for historical questions (#15392)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task questions remain saved so a person can answer them later.
> - The composer moves an old question into history after a newer human
message.
> - Native completion still treated every pending question as a required
response.
> - This caused agents to demand an old answer after the person moved
work forward.
> - This pull request shares the historical-question rule across context
and task execution.
> - Agents can finish verified work while the original question remains
answerable.

## Linked Issues or Issue Description

Refs #15229, Refs #14613, Refs #13130.

**What happened?**

An agent repeatedly asked a person to answer a question that had moved
into feed history. Completion feedback explicitly told the agent to
request a response. The saved pending row also blocked task completion.

**Expected behavior**

A question before newer human direction remains answerable in the feed.
Its pending state alone must not require another reminder or stop
completed work. A new input blocker, an approval, or a configured review
stage must keep its gate.

**Steps to reproduce**

1. Let a task agent create an ordinary question.
2. Dismiss the question and send a newer task message.
3. Let the agent finish the requested work and submit its completion
report.
4. Observe a demand to answer the old question and a retained completion
gate.

## What Changed

- Add one company-scoped predicate for historical questions. Only later
human comments count. Exclude agent attribution, run attribution, system
notices, and untrusted source data.
- Apply the predicate to completion feedback, native waits,
finalization, commit validation, retry validation, blocked routing, and
successful-run handoff.
- Include question classification and guidance in heartbeat context and
both native task-context tools. Add the guidance to fresh and resumed
task prompts.
- Replace automatic reminders for current ordinary questions with
instructions to assess the real blocker, continue independent work, and
withdraw obsolete questions through the existing API.
- Preserve historical question rows during completion while cancelling
their live native source runs through the existing post-commit and
recovery paths. Let an authorized human answer them after completion
without reopening work or creating a response wake. Preserve
cancellation, current-input, approval, permission, credential,
connection, and review gates. Add no dismissal storage or migration.
- Document the rule in the execution contract and agent skill. Refresh
generated capability source anchors. Add database-backed status,
context, attribution, and governance regression tests.

## Verification

- `pnpm build` passed. The server rebuild also passed after the
lifecycle fix. Generated capability contract and inventory checks passed
after the agent documentation update.
- `pnpm -r typecheck` passed. Final `pnpm --filter @paperclipai/server
exec tsc --noEmit` also passed after the last test additions.
- Lifecycle and interaction regressions passed: 224 tests in 3 suites.
Context and prompt tests also passed. Final historical-question cases
passed (33 tests), native cancellation/recovery cases passed (6 tests),
and the existing interaction/confirmation suites passed (72 tests). The
full local `pnpm test:run` was attempted and stopped after more than two
hours with unrelated fixture/hook timeout failures; it did not pass. All
52 successful GitHub checks are green on the latest commit, including
the complete test matrix; no checks are pending or failing. Greptile is
5/5 and both review threads are resolved.
- Regression cases cover the old-question/new-human-message sequence,
final task status, answering after completion with no wake, live-run
cancellation and crash recovery, current input blockers, both
task-context tools, API context, timestamp precision, attribution
boundaries, and protected gates.

## Risks

- A later human task message makes an earlier ordinary question
historical even if its input is still missing. The agent must identify
the current blocker and ask only for information that still prevents
work.
- Browser dismissal remains a local preference. Dismissal without a
later human message is not recorded by this change.
- No schema change or data migration. Completion retains ordinary
historical questions; cancellation still expires them. A completed task
accepts historical answers only from an authorized human and creates no
response-delivery outbox row. Governed requests retain their gates.

## Model Used

OpenAI Codex, GPT-6, with repository editing, code execution, and
browser diagnostics. The exact deployment model ID and context-window
size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:33:13 -05:00
DottaandPaperclip cbd278dc03 fix(interactions): derive chat recipients and validate explicit users (#14742)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Agents use saved questions to get human input and continue the same
task.
> - The standard question example recently told models to copy a user
ID.
> - A model can omit an identity prefix and create a question its
intended recipient cannot answer.
> - Agent Chat already knows the conversation owner, so the server can
supply that identity.
> - This pull request removes the blanket instruction and validates
explicit recipients before saving.
> - Ordinary questions stay simple, and explicit addressing remains
available for decisions that need a particular person.

## Linked Issues or Issue Description

Refs #14707, #14188. Related: #14238 handles legacy email recipients;
this change prevents invalid recipients in new cards and retains exact
ID matching.

**What happened?**

A model copied a Cloud user ID without its prefix into
`addresseeUserId`. Creation succeeded. The intended user's answer then
failed the exact recipient check.

**Expected behavior**

Ordinary chat questions use the saved conversation owner. A task may
optionally name a specific recipient. The API rejects an unknown or
unauthorized recipient before it creates a card.

**Steps to reproduce**

Create a chat question for a user whose ID is `paperclip-id:example`.
Supply `example` as the addressee. Before this change, creation accepts
the invalid recipient and the owner cannot answer. With this change,
creation returns 422. Omitting the field saves the full owner ID and
allows that owner to answer.

## What Changed

- Remove `addresseeUserId` from standard question examples and remove
the blanket requester-ID instruction.
- Derive the recipient of ordinary chat questions from the persisted
conversation owner. Reject conflicting explicit user IDs.
- Keep explicit task recipients optional. Validate supplied user IDs
with the existing board mutation policy, including company, viewer, and
Cloud restrictions.
- Preserve explicit agent routing, connector intents, confirmations,
exact recipient checks, idempotent retries, and no-login local-board
authority in local-trusted mode.
- Update the blocker grader to accept an omitted recipient and verify
the actual requester answered.
- Add database and HTTP tests for prefixed identities, denied
recipients, concurrent retries, saved answers, and response delivery.

## Verification

- Database interaction service suite: 90 tests passed, including
implicit local-board creation/answering and authenticated/Cloud denial.
- Interaction HTTP route suite: 84 tests passed.
- Affected interaction/native/connector/documentation suites: 231 tests
passed across six files after valid-user fixtures were updated.
- Resolver and interaction unit suites: 29 tests passed.
- Product E2E unit/calibration suite: 793 tests passed; Product E2E
typecheck and blocker catalog discovery passed.
- Generated API-reference and capability contract checks passed.
- `pnpm -r typecheck` and `pnpm build` passed.
- Full local `pnpm test:run` did not finish green: its initial
general-server pass had 14,416 passing assertions, one unrelated
native-resume assertion failure on macOS, and three teardowns from an
intermediate fixture cleanup fixed above. Separate broad local groups
also encountered timeout/live-port failures under host load. Local UI
(7,026), CLI (502), shared (817), and skills-catalog (20) tests passed;
the complete final-head CI matrix is the broad verification gate.
- After two CI cold-start readiness timeouts, a separate test-only
commit gives the first exposure lifecycle fixture the existing normal
30-second readiness budget. Its real HTTP, ordering, and cleanup
assertions remain intact; the targeted case and final Linux CI shard
passed. Production deadlines are unchanged.
- A separate OpenCode fixture failed twice on GitHub-hosted Ubuntu
because its cached Node executable was group-writable; the same case
passed on AWS runners. The fixture now qualifies its own Linux copy with
mode `0500` and the actual copy digest. Host files and production
security checks are unchanged. The focused macOS case passed; the new
Linux-copy branch also passed on the final AWS-hosted Linux runner
(1,125 passing Runner tests, 3 skipped). The final run was not on a
GitHub-hosted runner.
- Final-head [CI run
36762078176](https://github.com/paperclipai/paperclip/actions/runs/36762078176)
passed for `116b968b24fa0a8c5724a7bf96e73a8dda5f0425`: 54 successful
checks and two conditional Storybook skips, with no pending or failed
checks. The 27 general/serialized test jobs reported 28,635 passing
tests. Typecheck, build, Runner, browser E2E, and Canary gates passed.
Greptile reviewed that exact head at 5/5; both review threads are
resolved, with no open follow-ups.
- No live provider replay is claimed by this PR.

## Risks

- New explicitly addressed cards reject users who cannot mutate the
issue, including viewers, inactive members, and invalid IDs. Callers
that supplied invalid recipients must correct their request.
- Existing addressed cards are not rewritten. Existing authorization
checks remain strict.
- Chat inference applies only to questions without an agent addressee.
Connector intents and governed confirmations retain their own recipient
paths.
- No schema change or migration is required.

## Model Used

OpenAI Codex, GPT-6 (exact serving variant and context window are not
exposed in this environment). Used reasoning, tool use, code editing,
and 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 14:16:15 -05:00
DottaandPaperclip 3c561642b4 fix(chat): resolve approvals and preserve unanswered questions (#14613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents ask for decisions and optional details through cards in chat.
> - A clear approval in a message can leave the matching card pending.
> - An unanswered question can also block an unrelated later reply.
> - Decisions need a saved source message, while optional questions need
to remain answerable in history.
> - This pull request records conversational decisions and lets users
move on from questions and answer them later.

## Linked Issues or Issue Description

**What happened?**

Native Claude and Codex could act on approval in chat while the original
approval card stayed pending. Pending question forms stayed above the
composer, were absent from history, and could suppress later chat
replies. A late native question answer could wait for a finished run to
reconnect.

**Expected behavior**

The active agent records a clear approval or refusal against the exact
card and user message. Ambiguous replies do not grant consent. Users can
send another message without answering a question. The question remains
pending in history and can be reopened and answered later. The saved
answer reaches the agent.

**Steps to reproduce**

1. Ask an agent to propose work with a confirmation card, then approve
it in chat.
2. Check that the original card records that approval before work
starts.
3. Ask an interactive question, send an unrelated message, and reload.
4. Open the unanswered question from history and submit an answer.

Related work: #14408 added completion delivery. #14607 tests completion
reporting turns. Neither records conversational answers on approval
cards.

## What Changed

- Add a confirmation endpoint backed by a user comment, with schema
validation, OpenAPI discovery, and native Plan-mode access. Ask mode
remains read-only.
- Check company, active run, actor, current session, message provenance,
revision, and resolver policy. Save the decision and audit in one
transaction. Retries do not repeat effects. Emit resolution telemetry
after commit.
- Give fresh and resumed chat turns the actual pending confirmation
identities. Teach agents to save clear conversational decisions before
acting and to clarify ambiguity.
- Keep unanswered Agent Chat questions as compact history entries. A
newer user message closes the old form. Question cards never contribute
to composer pending counts or navigation, including after dismissing a
fresh form. The history card is the sole reminder; clicking it restores
that exact form and draft.
- Preserve Agent Chat questions when later messages or questions arrive.
Historical ordinary inputs no longer gate later chat replies.
Current-run requests, task execution, and governed approvals keep their
gates. Remove the special acknowledgement-publication proof helpers that
this rule replaces.
- Route answers to finished native runs through durable fresh-wake
delivery, with existing idempotency and source-question context. Settle
late replies against contiguous completed conversation turns and freeze
their history replay; failed, unhandled, and newly arriving messages
remain actionable.
- Add real-component Storybook scenarios, database and UI regressions,
and a three-turn native Claude/Codex E2E case. Capture distinct,
UI-ready screenshots and report the individual assertions.

## Verification

- Focused decision/publication/UI regressions after merging master: 288
passed; subsequent UI draft, failed-send, and conversation checks: 199
passed.
- Native question and durable delivery regressions: 106 passed,
including all four terminal run states and exactly-once late delivery.
Seven targeted regressions fail against the original implementation and
pass with the fix.
- Latest conversation/decision/native-delivery regressions after the
master merge: 121 passed. Covers completed progress, missing or failed
intervening turns, new messages during a late reply, stale sessions, and
frozen retry/replay boundaries. Four new assertions fail before the
ordering fix.
- E2E support suite after the master merge: 792 passed. Negative
controls reject expired cards, wrong questions/answers, stale or missing
replies, unrelated clarification forms, and unexpected tasks.
- The embedded-browser walkthrough caught one additional defect:
dismissing a fresh question still showed a composer badge. Both Cancel
and close-button regressions failed before the fix. The fix at
`65f2ade12` passes 170 chat-thread tests and 792 E2E support tests.
After merging master, 232 chat-thread/confirmation tests, server/UI
typechecks, and token gates pass. The preview and two-provider live E2E
pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at
that commit. All 55 checks are now successful at `e5512a206` (four
conditional checks skipped), including the aggregate verification gate
and clean-install canary test. The first attempt was interrupted by
simultaneous CI worker shutdowns; one failed-job rerun passed without
code changes.
- [Published
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on):
nine real-component scenarios. Manually exercised move on, reopen,
preserve draft, answer later, answer one of multiple questions, and a
custom mobile answer in the embedded browser. Retested fresh Cancel and
close-button dismissal in the updated build, then reopened and submitted
the preserved Green selection and inspected its answered receipt. Static
preview has no live model/backend; its callbacks are fixture responses.
- [First live
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/)
reproduced the late-answer completion-state defect on both providers
despite correct saved answers and acknowledgements. It also exposed a
valid imperative clarification rejected by the old oracle. Both issues
are fixed with regression controls; this failing run is retained as
evidence.
- [Four-cell
qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/)
passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous
confirmation, each on native Claude and Codex. Inspected saved state,
source-message decisions, visible cards, and agent replies. Both
late-answer chats settled to waiting; no unrequested tasks were created.
[Final branch
rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/)
passed 2/2 at `142630720`: the same unanswered-question journey after
merging master, plus an additional screenshot and browser assertion for
the actual late-answer acknowledgement.
- [Composer-reminder
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/)
passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each,
with explicit no-badge assertions before and after reload. Inspected
saved pending/answered state, both screenshots with a clear composer,
and actual Blue acknowledgements; all five behavioral matchers passed
per provider and neither created tasks. Cost coverage is partial; this
is bounded workflow qualification.
- [Fresh-dismissal
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/)
passed 2/2 at `e5512a206`: native Claude and Codex, including fresh
Cancel, clear composer, reopen, unrelated message, reload, late Blue
answer, and actual agent acknowledgement. All five behavioral matchers
pass per provider. Inspected the fresh-dismissal screenshots and saved
pending/answered identity; neither created tasks. Cost coverage is
partial (4/6 runs).
- Prior evidence remains available in [the earlier
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/).
Its early loading screenshot and overwritten final capture prompted the
UI-ready, distinct screenshot fixes.

## Risks

- The model interprets intent. The server verifies permission and
provenance; it does not infer consent from text. Ambiguous and unrelated
replies are not approvals.
- Historical questions can accumulate. They remain visible, pending, and
answerable; no automatic answer or expiry is invented.
- The change to completion gates is scoped to Agent Chat and ordinary
historical inputs. Current-turn and governed approvals retain their
existing controls.
- Live qualification is limited to the selected stories. Broader native
onboarding finalization remains separate work.
- No database migration. Telemetry adds no fields or values; the
contract and README document the commit boundary. Privacy review was
requested on the PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser-test orchestration. The exact model ID and
context-window size are not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 11:46:46 -05:00