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Author SHA1 Message Date
DottaandPaperclip ff2d463eed feat(cli): manage agent grants and keep remote login on the public origin (#20323)
## Thinking Path

> - Paperclip lets people control their AI agents and permissions.
> - Remote operators need a browser-approved CLI login.
> - Proxies can send that login's approval link to an internal host.
> - Human member commands cannot grant an agent an explicit permission
such as commentary:view.
> - This change keeps approval on the canonical public origin and adds
Board-only single-grant commands.
> - The API checks company access and permission-management authority
and records each change.
> - An operator can sign in, grant one agent permission, and preserve
the agent's other grants.

## Linked Issues or Issue Description

**What happened?**

A proxied CLI login returned an approval URL on the upstream host. The
signed-in browser was on the public host. The CLI also had no command to
add an arbitrary explicit agent grant: member commands manage human
members, while agent permissions:update exposes fixed configuration
fields.

**Expected behavior**

Approval uses the configured canonical public origin. A Board operator
with users:manage_permissions can grant or revoke one explicit agent
permission without replacing other grants or activating an inactive
membership.

**Steps to reproduce**

Configure a public auth origin. Create a CLI challenge through a proxy
that replaces forwarded-host headers. Inspect the approval URL. Then try
to grant commentary:view to an agent through the CLI.

## What Changed

- Use the existing public-origin resolver for CLI approval URLs.
- Add agent permission:grant and permission:revoke commands.
- Add PATCH /api/agents/{id}/permission-grants with strict shared
validation and Board-only OpenAPI metadata.
- Serialize each mutation on the agent row. Preserve unrelated grants
and membership state. Commit the grant and its activity record together
and publish activity after commit.
- Document remote login and single-grant management.

## Verification

- The new approval-link regression failed before the fix and passes
after it.
- All 25 CLI auth route tests pass.
- All 72 affected CLI, login and OpenAPI tests pass.
- All 5 PostgreSQL grant tests pass, including actual commentary reads
(403 before grant, 200 after grant, 403 after revoke), preservation,
audit attribution, concurrent additions, invalid inputs, inactive or
missing membership, agent self-grants, cross-company denial, and
rollback on audit failure.
- Shared and CLI typechecks and server declaration-layer checks pass.
- pnpm verify requests broad CI coverage because doc/CLI.md is a global
verification input. Greptile reviewed final head
338c58fb24 at 5/5 with no findings. All 58
non-skipped checks pass on that head. CI run:
https://github.com/paperclipai/paperclip/actions/runs/42663640985. Live
target acceptance is in progress.

## Risks

This adds an explicit permission-management API. It requires Board
authentication, company access, and users:manage_permissions.
Foreign-company agents return 404. Granting a key intentionally makes
that key unscoped in its company; revocation removes that key. Other
keys and agent configuration remain unchanged. Inactive memberships and
unapproved or terminated agents cannot gain grants. No schema change is
needed. Revert this change to remove the new management surface;
existing grants retain their normal authorization rules.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code editing, shell tools,
and browser testing. The runtime does not expose a more specific model
ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 11:35:52 -06:00
DottaandClaude Opus 5.5 1b09920a64 fix(issues): refuse agent status changes that detach another run's live execution (#20271)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task that an agent run executes holds a checkout lock and an
execution lock (`checkoutRunId`, `executionRunId`)
> - A status change away from `in_progress` clears these locks. It does
not stop the run that holds them
> - Agents cannot stop another agent's run: run cancel and the task-tree
pause are board-only
> - But an agent that can edit a task (for example a lead with the
manage-active-checkouts grant over its report) can change its status.
The run then keeps running and is no longer bound to its task
> - In chat evals, a lead "paused" a launch tree. It moved running
subtasks to backlog. The runs kept running, detached
> - This pull request refuses an agent's status change when a different
queued or running run holds the task's lock. The denial is final, links
the task, and names the person's controls
> - The benefit is that agents cannot interrupt another agent's run
through a status edit, and runs are not left orphaned

## Linked Issues or Issue Description

Refs #20261 (chat guidance sends a task-tree pause to the person's Pause
subtree control). Refs #19394 (resume restarts the work a subtree pause
interrupted).

**What happened**

An agent changed the status of a task while another agent's run executed
it. The request succeeded. The server cleared `checkoutRunId` and
`executionRunId`. The run continued, but it was no longer bound to the
task. In the chat evals `steering.stop-versus-pause` and
`task-coordination.pause-tree`, a lead moved running subtasks to backlog
to "pause" a launch. Their runs kept running, detached.

**Expected behavior**

An agent cannot get the effect of interrupting another agent's run. When
a different live run holds the task's lock, the agent's status change is
refused before any write. The refusal says it is final. It sends the
person to the task and names the controls that really stop or hold the
work: the run's Stop or Interrupt, or More task actions, then Pause
subtree on the parent task. The lock-holding run, board users, and paths
that stop the run themselves continue to work.

**Steps to reproduce**

1. Create agent A and agent B, with B reporting to A (A gets
`tasks:manage_active_checkouts` through the manager chain).
2. Give B an `in_progress` task. Set `checkoutRunId` and
`executionRunId` to a `running` heartbeat run of B.
3. As A (agent JWT with its own run), send `PATCH /api/issues/:id` with
`{ "status": "backlog" }`.
4. Before this change: `200`, the status is `backlog`, both lock fields
are `null`, and B's run is still `running`.

## What Changed

- `server/src/routes/issues.ts`: new
`assertAgentStatusChangeKeepsLiveRunBound`. For an agent actor, it
refuses a status change when `executionRunId` or `checkoutRunId` names a
different run in the same company that is `queued` or `running`. It runs
in `PATCH /issues/:id` after the final status and assignee are known
(execution-policy transitions included) and before any run stop or
write. It also runs in recovery resolution when the source status
changes.
- The guard applies to any status other than `in_progress`, also to the
current status, because the service clears the locks for those too.
- The write is conditional on the lock the guard checked. The route
re-reads the lock and passes it to `svc.update` as
`expectedExecutionLock`. The service compares it under the row lock and
returns `409 issue_execution_lock_changed` if a checkout landed in
between.
- These cases stay allowed: the lock-holding run itself, board users,
requests with no status, a change to `in_progress`, `cancelled` (the
route cancels the run), reassignment (the route stops the run first),
`done` through PATCH while a Runner goal is active (terminalization
pauses the goal and stops the run; recovery resolution does not get this
exception), and a lock holder that already finished.
- `packages/shared/src/issue-write-denial.ts`: new denial code
`issue_status_change_live_run` (409). The copy says the refusal is
final, links the task as `[identifier](/prefix/issues/identifier)`, and
names Stop or Interrupt and More task actions, then Pause subtree. A new
optional `issuePath` context field carries the link. The UI notice
renders it through the existing generic path.
- `doc/SPEC-implementation.md`: documents the rule in the checkout
contract section.
- Paths checked with no change needed: there is no bulk issue update
route; tree holds and run cancel are board-only; `POST
/issues/:id/release` already lets only the assignee's checkout run
release; API-catalog actions call the same PATCH route; MCP status
changes already refuse with `MCP_ACTIVE_EXECUTION`.

## Verification

- Red on master, green with this change:
- `server/src/__tests__/issue-stale-execution-lock-routes.test.ts`
(embedded Postgres, real issue service): a manager moves its report's
running task to backlog. On master: `200`, status `backlog`,
`checkoutRunId`/`executionRunId` changed to `null`. With the fix: `409
issue_status_change_live_run`, row unchanged, run still `running`.
- `server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`:
refusals for `backlog`, `todo`, `blocked`, `in_review`, `done`, a queued
lock holder, and a repeated current status (red on master). Allowed
cases: field edits, the lock-holding run, board, `cancelled` (run is
cancelled), and finished lock holders; an allowed change carries
`expectedExecutionLock`.
- Same embedded-Postgres file: `svc.update` with an
`expectedExecutionLock` that differs from the row returns `409
issue_execution_lock_changed` and leaves the row unchanged.
- Also passed locally: `issue-closed-workspace-routes`,
`issue-comment-reopen-routes`, `issue-recovery-actions`,
`issue-scheduled-retry-routes`, `low-trust-red-team-routes`,
`issue-update-comment-wakeup-routes`, `external-object-routes`,
`packages/shared` `issue-write-denial`, `ui` `IssueWriteDenialNotice`.
- `tsc --noEmit` shows no errors in the changed files. Full typecheck,
build and test are left to CI.

## Risks

- Behavior change for agents: a lead or CEO that used status edits to
take over a report's running task now gets a 409. The supported paths
(comment, cancel, reassign, or the person's Stop or Pause subtree) still
work.
- A queued run that holds the lock also blocks the change. This is
deliberate: the queued run would otherwise start later with no task
bound to it.
- Agents can still cancel another agent's run by cancelling its task.
That is existing, documented behavior ("task cancellation cancels the
intent"), and this PR does not change it.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 08:21:40 -06:00
DottaandClaude Opus 5.5 5a51a7685d fix(budgets): raise_budget_and_resume continues the work its budget stopped, once (#20144)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A budget hard stop cancels the scope's running work; the board
resolves it with Raise budget and resume
> - In the restart-chaos H1 scenario, the cancelled tasks did not
continue after resume and each needed a manual Retry
> - Resume is the board's explicit decision to continue, so the work it
stopped should continue once, as if the board clicked Retry
> - This pull request files that Retry automatically, keyed by the
cancelled run, once the run's stop has settled
> - The benefit is that a budget raise restores the work without manual
Retries, without repeating completed work, and without charging the
run's attempt budget

## Linked Issues or Issue Description

Refs #20143 (bug B; this PR builds on it), #20113 (bug A), #20101
(superseded: split into #20143 and this PR)

**What happened?**
Restart-chaos waves w-20261108T195944-s42 and w-20261108T210118-s9802
(H1). After `raise_budget_and_resume`, CHA-3's budget-cancelled run
(enforcement stop) and CHA-1's run (agent lifecycle pause from the
budget hold) stayed cancelled until someone clicked Retry.

**Expected behavior**
Resuming continues each task its budget stopped, exactly once, with no
attempt charged, an activity entry, and no repeat of work that already
continued. A run a person stopped stays stopped.

**Steps to reproduce**
Set a budget below spend while a task runs; let the stop cancel the run;
resolve with Raise budget and resume. Before this change, no new run is
queued.

## What Changed

- New table `budget_resume_claims` (migration 0451). One row per
cancelled run, outside the run's result JSON, so a Stop that settles
during the resume cannot erase it.
- `markBudgetCancelledWorkForResume` (called by `resolveIncident` before
the incident closes): claims every task run its budget stopped since the
incident opened. That covers runs budget enforcement fenced, including
stops still in flight, and runs the agent lifecycle pause stopped for
this budget (`pauseStop`, carried from the lifecycle operation's
`pauseCause` so a resume before the Stop keeps the link). Runs a person
stopped are excluded. Two indexed passes led by `(company_id, status)`.
- `deliverBudgetResumeContinuations`: once a claimed run's stop settles,
files the resolving board member's Retry (`requestTaskRetry`,
idempotency key `budget-resume:<run>`, with the member's session source
and the chat Retry callback). The Retry path checks, under the task
lock, that the run is still the task's latest and the task is open, so
continued or completed work is never repeated. Claim settlement and its
activity entry commit together; retryable refusals and errors retry.
- Delivery runs in the always-on budget-enforcement worker after each
pass's Stop delivery. Its schedule includes deliverable claims and the
earliest stale-claim expiry. The execution-continuation worker is a
backstop.
- `agent.paused` / `agent.resumed` logging is in #20113.
`budget.cancelled_work_resume_requested` (incident) and
`budget.cancelled_work_continued` / `_not_continued` (task) are recorded
here.

## Verification

- New `budget-resume-continuation.test.ts` (Postgres, real
`resolveIncident` → claims → `requestTaskRetry` → real `resumeTaskRetry`
into a queued run):
- each task continues once, including a blocked task; repeat delivery or
resolve saves nothing new;
- a stop still in flight at resume, whose terminal write replaces the
result JSON, is still continued;
  - a 30-task scope is fully continued;
- a lifecycle-pause stop caused by the budget is continued, and one
caused by a manual pause is not;
- continued work, done tasks, a run that finished before its stop, and
person-stopped runs (including ones enforcement also fenced) are not
continued.
- `lifecycle.test.ts`: the pause records its cause on the operation and
on stopped runs, including when the budget is resumed before the pause's
Stop. `budget-enforcement-worker.test.ts`: delivery after Stop delivery,
and a wake at claim expiry.
- 287 tests across the affected suites passed. Server typecheck
(`typecheck-layers`, low-memory): no errors.
- Not run: the H1 chaos rerun (Phase 3 runs it after merge).

## Risks

- Resume now continues budget-stopped tasks automatically. A board that
wants a task stopped can Stop it again; person-stopped runs are never
continued.
- A new table and one index (migration 0451).

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 22:56:28 -06:00
DottaandClaude Opus 5.5 28e070f8dc feat(skills): show a line diff for a pending tracked-source update (#20155)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Skills can come from a tracked GitHub source, and an update moves
the installed copy to a newer upstream revision
> - Before an update, a person asks the agent "what changed in the new
version?"
> - The product has no diff for a pending update. The agent previews two
full SKILL.md snapshots and compares them by eye
> - In two eval runs the agent reversed the same changed line. In a
third run it fetched the files with curl and ran `diff` itself, and the
turn took too long
> - This pull request adds a read-only endpoint that returns the line
diff between the installed and the latest tracked revision
> - The benefit is that review answers come from an exact diff, and they
come faster

## Linked Issues or Issue Description

No public issue exists. Feature description:

**What happened**
An agent asked to show what changed in a pending skill update had only
`POST /skill-sources/preview`, which returns one file at one commit. It
previewed both commits and compared about 9 KB of text by eye. It
reported one changed line in the wrong direction ("every new build" ->
"every build or release" instead of the reverse), and later retracted a
real change.

**Expected behavior**
The agent can request the exact changes of a pending tracked-source
update and report them with the correct direction.

**Steps to reproduce**
1. Install a skill from a GitHub source at an old commit and set the
tracking reference to a newer commit (automatic updates off).
2. Ask the chat agent: "Show me what changed in the new accessibility
skill version before we update it."
3. See that the agent can only preview full files at each commit and
must compare them itself.

## What Changed

- Add `GET /api/companies/{companyId}/skills/{skillId}/update-diff`. For
a skill from a tracked GitHub source, it compares the installed source
revision (`currentRef`) with the latest tracked revision (`latestRef`).
For each changed package file it returns `change` (added, removed,
modified, or `not_compared`), `binary`, `executableChanged`, and a
unified line diff (`-` installed, `+` latest), or `diffUnavailable`
(`binary`, `too_large`, `omitted`, `budget`) that says why there is no
diff. The endpoint is read-only. The `skillId` parameter handler checks
company access and skill visibility, the same checks other skill reads
use.
- `hasUpdate` is false and `files` is empty when the installed revision
is already the latest one. That case reads only the latest commit and
scans nothing.
- Return `supported: false` with a reason for: a skill without a tracked
source, a disconnected source, an unknown installed revision, and a
repository package that a scan could include only in part (a subset, or
skill folders only). In the last case, files that a scan limit left out
would otherwise look removed.
- A path the scan left out of a revision (too large, a symlink, or
rejected by the audit) is listed as `not_compared` instead of added or
removed.
- One response shares a work budget (24M LCS cells), a diff-text budget
(1M characters) and a file-count budget (1,000 files), and sets
`truncated` when it reaches one. The GitHub read and both scans stop
when the caller disconnects.
- Add `server/src/services/skill-update-diff.ts` with a bounded line
diff (shared head and tail trimmed, LCS size capped). An absent side has
no lines, a final newline is not a line, and a missing final newline
shows the unified-diff marker. A replaced line reads `-old` then `+new`.
- Add the shared types `SkillSourceUpdateDiff` and
`SkillSourceUpdateDiffFile`.
- Document the endpoint in the API catalog (`openapi.ts`) so agents find
it with `search_api`.

## Verification

- `cd server && npx vitest run src/__tests__/skill-update-diff.test.ts`
(10 tests):
  - direction of `-`/`+` lines, and separate hunks with bounded context
  - exact diffs for added and removed files, and final-newline handling
  - a change to only the executable bit, and paths left out of a scan
  - the response budgets
- the snapshot comparison for the selected skill path, with the abort
signal passed to both scans
  - a commit mismatch
  - refusal of partial repository scans
- `cd server && npx vitest run
src/__tests__/skill-update-diff-routes.test.ts` (6 tests):
  - the diff response
  - no pending update (no scan)
- a caller from another company (board user and agent) gets 403 before
any lookup
  - a skill the caller cannot read gets 404 before any source read
  - every unsupported case
  - a client disconnect aborts the scans
- `company-skills-routes.test.ts` and `openapi-routes.test.ts` pass (119
tests across the four files).
- `npx tsc --noEmit -p server`: no errors from this change.
- End to end: the `skills.review-update` chat eval exercises this path.
Its grader checks the quoted hunks against the real pinned diff.

## Risks

- Low risk. The endpoint is new and read-only. Existing routes do not
change.
- When an update is pending, each call scans the source twice (installed
and latest commit). It uses the same GitHub reader, scan limits and scan
slots as preview and refresh. The diff work and response size are capped
per response.
- `/update-status` and this route both read the latest commit of the
tracking ref. They are kept separate because `/update-status` compares
with the source's last scan, while this route compares with the
installed revision.
- No UI uses the endpoint yet.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 21:55:52 -06:00
DottaandClaude Opus 5.5 c49ab6b9ee feat(issues): wake the parent once when a child or blocker stalls on the board (#20098)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A parent task delegates to children and waits on blockers. Its agent
learns of progress only through wakes
> - Today only completion (`issue_children_completed`) and resolution
(`issue_blockers_resolved`) wake a waiting issue
> - In restart chaos `w-20261108T181313-s9701` t05, a blocker stopped on
a recovery action that needs the board, and its parent sat silently
blocked for 50+ minutes
> - This pull request wakes the waiting agent once per such stall, tells
it what it can do, and shows the stall on the parent's page with the
child's Retry
> - The benefit is that a stuck child or blocker no longer silently
strands its parent

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan; restart chaos campaign). Restart
chaos wave `w-20261108T181313-s9701`, task t05 (M1, claude).

**Problem**

From the kept database:
- CHA-8 `blocks` CHA-5.
- CHA-8's board-owned recovery action (`native_session_retry_exhausted`)
was created at 18:44:02.909 and resolved with outcome `blocked` at
18:44:08, when CHA-8 moved to `blocked` for the board.
- CHA-5's only wake in the whole wave was its `issue_assigned` at
18:20:48. Its agent never heard about CHA-8.

**Expected behavior**
- When a child or blocker stalls on the board, the waiting agent is
woken once. It can then re-delegate, escalate, or block with a reason.
- The board sees the stall on the waiting task, with the child's Retry.

## What Changed

- **Shared:**
- `ISSUE_BLOCKER_STALLED_WAKE_REASON` (`issue_blocker_stalled`),
`ISSUE_BLOCKER_STALL_RELATIONS`, and the types
`IssueBlockerStallRelation` and `IssueBlockerStalledWakeContext`;
  - `Issue.stalledDependencies`.
- **Server, `services/recovery/blocker-stall-wakeups.ts`:**
- A stall is an issue that is not done or cancelled, whose latest
recovery action needs the board. That means either open
(`active`/`escalated`) and board-owned or escalated, or board-owned and
resolved as `blocked` while the issue is still `blocked`. The second
case is what t05 needed: recovery resolves its action that way when it
hands the issue to the board.
- Waiters are the parent, and every issue the stalled one `blocks`, when
they are open, visible and agent-assigned.
- Each waiter gets one wake per stall. The idempotency key
`issue_blocker_stalled:{waiter}:{stalled}:{recoveryActionId}` is checked
through the indexed `(company_id, payload->>'issueId')` path. A later
stall has a new action id, so it wakes again.
  - Each wake writes activity `issue.blocker_stalled_wake`.
- The pass runs from the recovery-action sweep
(`reconcileActiveRecoveryActions`) and from the per-issue blocked sweep
(`reconcileResolvedDependencyWakeBackstop`, which visits each blocked
issue). No new worker.
- A waiter's agent that cannot read the stalled issue (`issue:read`,
which honors private visibility) is woken without its title, identifier
or recovery details; the activity entry withholds them too.
- **Database:** migration `0450` adds the partial unique index
`agent_wakeup_requests_issue_blocker_stalled_uq` on `(company_id,
idempotency_key)` for `issue_blocker_stalled:` keys in delivered or
pending statuses, so two concurrent sweeps cannot both deliver a stall.
It is built `CONCURRENTLY IF NOT EXISTS` outside a transaction (listed
in `MIGRATIONS_WITH_TOP_LEVEL_STATEMENTS`).
- **Queue:** `allowsDependencyBlockedWake` (in
`run-dispatch/domain/wake-context.ts`) lets a stall wake run while the
waiter's blockers are unresolved, at both dependency gates. Without it
the wake was parked until the stalled blocker resolved, which is never.
Pause holds are unchanged.
- **Agent guidance:** the wake payload carries `blockerStall`, and
`renderPaperclipWakePrompt` adds a "Stalled dependency" section. It
names the task and its recovery action and the board's next action, then
the three choices: re-delegate, escalate with a comment, or block with a
reason naming the stalled task.
- **Other reason lists:** `issue_blocker_stalled` joins the
responsible-user wake reasons, the conversation execution-wake reasons
(it never drives a chat turn) and the wake diagnostic's known reasons.
- **Board surface:**
- `GET /issues/:id` returns `stalledDependencies`, readable issues only
(`readableIssueEdgeIds`).
- `StalledDependencyNotice` shows on the issue's chat notices, next to
`IssueBlockedNotice`: each stalled child or blocker, its board next
action, a link, and the child's own Retry (`useTaskRetry`), offered only
when the child's interruption allows it.

## Verification

Red/green:
- `server/src/__tests__/issue-blocker-stall-wakeups.test.ts` (14 tests).
  - On master: no `issue_blocker_stalled` wake is raised.
- With this PR: the parent is woken once per stall, and re-woken after a
new stall. A blocker's dependent is woken.
- The t05 shape (an action resolved as `blocked`) wakes once, and
nothing more after a Retry.
- No wake for an agent-owned action, a done, unassigned or hidden
waiter, or an action resolved another way.
  - `listStalledDependencies` lists children and blockers.
- `heartbeat-dependency-scheduling.test.ts` "admits an
issue_blocker_stalled wake while a blocker is unresolved". On master the
wake was parked (`null`); once admitted, the run-start gate cancelled
it. With this PR it runs with `dependencyBlockedInteraction`. The file:
14 passed.
- `packages/adapter-utils` `server-utils.test.ts`: the new prompt test
failed on master (no `blockerStall`). The file: 141 passed.
- `ui/src/components/StalledDependencyNotice.test.tsx`: 3 passed.
`IssueChatThread.test.tsx`: 109 passed.

Regression and static checks:
- Nearby server suites (recovery durable wait, dependency wake routes,
recovery actions, run-preparation): 149 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
- `pnpm check:token-gates` is clean.

Review round 1 (Greptile, Superagent), each with a regression:
- A backlog waiter is never woken. The waiter's status and assignee are
guarded at enqueue.
- One stall per run: no coalescing, so a merged run cannot keep only the
last stall's context.
- Only a delivered or pending wake ends a stall. A refused one
(wake-on-demand off) is retried after 10 minutes, and an agent that
takes no wakes is skipped without writing a row.
- Company-wide passes resume after the last stall a capped pass reached.
The per-issue sweep also checks the issue's own children and blockers,
which covers an unassigned stalled blocker.
- The dependency gates no longer trust the reason string.
`verifyBlockerStallWake` requires a system request, the stalled issue's
current stall action, and a real child or blocker edge. An
agent-requested wake with the same context is parked (tested).
- The notice shows a refused Retry's reason, and a lost response as
"Taking longer than usual…", with Retry still available (tested).

Review round 2 (Greptile), each with a regression:
- Race: two passes claiming one stall leave one delivered row (unique
index; the loser's insert is skipped).
- The company recovery sweep selects companies whose only stall is a
resolved-`blocked` board action, so an unassigned stalled blocker with a
todo waiter is reached.
- Private stalled issue: the waiter's wake and activity carry no title,
identifier or recovery details.
- `GET /issues/:id` always returns `stalledDependencies`, so a cleared
stall replaces the cached list.
- The notice shows a failed child read with a Reload button (tested).
- `pnpm --filter @paperclipai/db check:migrations` passes.

Review round 3 (Greptile), each with a regression:
- A stall wake that fails to enqueue is retried: the recovery-action
pass reports `blockerStallWakeFailures` and the dependency pass counts
it in `enqueueFailed`, so the worker throws and retries at its backoff
(`issue-recovery-work-lifecycle.test.ts`).
- The notice drops a stall once the child's refreshed status has moved
on (`StalledDependencyNotice.test.tsx`, 7 tests).

## Risks

- A deploy wakes the waiters of every issue that is stalled today, once
each. That is intended (they are stranded now), and it's bounded at 200
stalls per pass.
- A stall wake may run while blockers are unresolved, like a comment
wake. It is bounded to one per stall, and pause holds still apply.
- The agent skill (`skills/paperclip`, CODEOWNER-owned) does not yet
list the new reason. The wake prompt carries the guidance.
- One additive index, built concurrently; no persisted run state change.
Existing rows cannot violate it before deploy, since no
`issue_blocker_stalled:` keys exist yet.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:26:07 -06:00
DottaandClaude Opus 5.5 015d3d0a7c fix(environments): tear down retain-on-failure sandboxes when their environment is deleted (#20085)
## Thinking Path

- Remote sandboxes cost money while they exist, so every sandbox
Paperclip keeps must have an owner and an end.
- Two lease policies keep a sandbox after its run.
`reuse_by_environment` keeps a warm sandbox for the next turn.
`retain_on_failure` keeps a failed run's sandbox, stopped, as a
workspace-restore source.
- Environment deletion is the last chance to end both: with the
operator's consent it destroys the environment's kept sandboxes,
otherwise it refuses.
- It only looked at `reuse_by_environment`. A `retain_on_failure`
sandbox neither blocked the delete nor got destroyed, so it was orphaned
the moment its environment was deleted.

## Linked Issues or Issue Description

Refs #20048

**What happened?**
In Daytona warm wave w-20261108T170423-s9501, the harness deleted the
environment after grading. Three stopped sandboxes (4e20c8b3, abf0980b,
5e49c561) remained afterwards and had to be deleted by hand through the
Daytona API. All three belonged to `retain_on_failure` leases: failed
runs' sandboxes kept as workspace-restore sources.

**This leaks on master today, with per-turn sandboxes too.** The four
leases in that wave carried `workspaceRestoreRecovery` from
`legacy-workspace-restore-recovery.ts` (no `nativeSourceRetention`
marker). That writer turns any failed run's lease with a
workspace-restore failure into a `retain_on_failure` restore source,
whether the environment is warm or per-turn. Every such sandbox has been
surviving environment deletion and costing money until deleted by hand.

**Steps to reproduce**
1. A run in a sandbox environment fails, and its lease is released as a
`retain_on_failure` restore source (sandbox stopped, not destroyed).
2. Delete the environment with `destroyReusableSandboxLeases=true`.
3. The delete succeeds; the restore-source sandbox is never destroyed
and has no lease or environment left to find it by.

**Expected behavior**
The delete blast radius counts kept restore-source sandboxes like
reusable ones. Without consent, the delete is refused; with consent,
they are destroyed through the same claimed teardown before the
environment row is removed.

## What Changed

- `server/src/services/environments.ts`: `getDeleteBlastRadius` counts
leases with policy `reuse_by_environment` **or `retain_on_failure`**
(status `active`, `released`, `retained` or `failed`) as kept-sandbox
holders. The blocked reason is still `reusable_sandbox_lease`.
- `server/src/services/environment-runtime.ts`:
`destroyReusableSandboxLeasesForEnvironment` selects both policies. It
claims through `destroyClaimedSandboxLease` with `anyLeasePolicy` plus a
scope condition limited to those two policies, keeping its existing
guards: live-run skip, pending export, legacy shutdown protection, and
the claim compare-and-swap.
- `server/src/__tests__/environment-runtime.test.ts`: a released
`retain_on_failure` lease on a failed run now blocks the delete and is
destroyed by the consented teardown (`expired`, `environment_deleted`).
This fails on master.

## Verification

- `cd server && npx vitest run src/__tests__/environment-runtime.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/environment-routes.test.ts`: 347/347 pass.
- The new test fails on master: the blast radius reports no kept
sandbox.

## Risks

- **A delete now refused that used to succeed.** An environment holding
restore-source sandboxes is refused until the operator consents to
destroying them. That is the intended behaviour; it was silently leaking
them before.
- **Losing restore files.** The consented delete destroys restore
sources, which is what the operator agreed to by deleting the
environment. Leases with a pending export or legacy shutdown protection
are still skipped and keep blocking.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:32:38 -06:00
DottaandClaude Opus 5.5 4f7eee10c2 feat(recovery): let the board confirm an unrecorded owner stopped for every settling process kind (#20084)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Recovery releases in-progress records (leases, claims, intents) only
when it can prove their owner is gone
> - A record saved before its server process was fully recorded is
`unprovable`, and it is never released on its own
> - #20067 added a board-only action to confirm that such an owner
stopped, but only the environment run lease used it
> - Other settling kinds (for example the legacy controller lease, which
shows `missing_identity` rows in the Phase 2 reconciler data) stay stuck
with no way forward
> - This pull request opens the same confirmation to every settling kind
whose record names a partly recorded server process
> - The benefit is that an operator can release these stuck records
safely, and recovery settles them at once

## Linked Issues or Issue Description

Refs #20067, #20054

**What happened?**
The Phase 2 reconciler data shows `legacy_controller_lease` records that
stay `unprovable` with `missing_identity`: they were saved before
Paperclip stored the controller's PID space. Recovery never releases an
unprovable owner, and only the environment run lease offered the board's
"confirm the previous server stopped" action. These records, and records
of other settling kinds saved the same way, had no path forward.

Also, a board confirmation did not wake the reconciler. Unprovable
records are not watched, so the release waited for some unrelated pass.

**Expected behavior**
Recovery asks the board on the record's task. After the board confirms,
recovery releases the record through the kind's own compare-and-swap
settle, at once. A confirmation never releases a record that changed
since the board was asked.

**Steps to reproduce**
1. Have a legacy run whose `controller_process` was recorded without a
host hash (an older server).
2. Run the ownership reconciliation pass. The record is `unprovable`
(`missing_identity`) and no board action appears.

**Paperclip version or commit**
master at c55af26821.

## What Changed

- `ownership-registry.ts`: a new `ownerGoneAttestable` helper opts a
settling kind in. The kind asks the board (cause
`ownership_owner_unprovable`) only for a process-owned record that is
unprovable for a legacy reason and has a version. Opted in:
`legacy_controller_lease`, `environment_teardown_claim`,
`sandbox_creation_intent`, `workspace_runtime_control_operation`,
`native_workspace_finalize_attempt`, `native_finalizer_lease`,
`native_cleanup_lease`.
- `owner-gone-attestation.ts`:
- The request records the record version (`recordUpdatedAt`), and each
pass refreshes an open request to the current version.
- The board submits the version it was shown (`recordVersion`, a new
optional field in `confirmOwnerGoneSchema`). The confirmation is refused
with 409 unless that equals the request's current version and the locked
record's version.
- `recordVersionAttestations` reads back every resolved confirmation.
Any one that names the record's current version applies.
- `confirmOwnerGone` now wakes the ownership reconciler in its
transaction.
- Each opted-in kind has a version lock. For an `operator_attested`
proof, its settle runs in a transaction that locks the record row and
re-checks the confirmed version before the kind's own compare-and-swap.
- `ownership-invariant-report.ts`: in the periodic pass and in one-shot
settles, a matching confirmation turns a legacy `unprovable` verdict
into `gone` (`operator_attested`). A live or provable owner always wins.
The extra read runs only when a kind has such a record.
- `WorkspaceExportRecovery.tsx`: the board's confirmation names the
stuck record by kind (for example "This task's earlier run"), with a
generic fallback, and sends the version it showed.
- `doc/execution-semantics.md`:
- It describes the action, the version binding and which kinds are
offered.
- It updates the controller-lease section to match #20054: the holdings
list, and that the lease is off only on Railway deployments with an
exclusive volume.

## Verification

- `pnpm exec vitest run src/__tests__/owner-gone-attestation.test.ts`
(server): 10/10. The new legacy-controller cases fail without the
change:
  - the board is asked, and nothing is released before the confirmation;
- the confirmation wakes the reconciler, and the next pass settles the
record as `operator_attested`;
- a record that changed after the confirmation is not released, and a
fresh request is raised;
- a record of these kinds with no owner stamp is not offered, because
its settle could never release it;
- a confirmation for a version the record no longer has is refused, and
the refreshed request then applies;
- a write between the reconciler's listing and its settle stops the
release inside the settle's transaction.
- The 10 server ownership suites (registry, report, owner proof,
controller lease, legacy controller, teardown, finalize, token leases):
332/332.
- `pnpm exec vitest run
src/components/WorkspaceExportRecovery.control.test.tsx` (ui): 48/48.
- `pnpm check:token-gates`: all gates clean.
- `PAPERCLIP_TYPECHECK_LOW_MEMORY=1 pnpm typecheck` in `server` and
`ui`: passed.

## Risks

- A wrong release would be serious. The safeguards:
- The confirmation applies only while the record's last-write time
equals the one the board was asked about, and only while the prover
still finds the recorded process unprovable for a legacy reason.
- Each kind's settle still compare-and-swaps on the exact recorded
process.
- A record of these kinds with no owner stamp at all is not offered.
Those settles cannot release it, so it keeps its existing recovery path.
- Kinds that are unowned by design (queued pending cleanup, accounting
debt) are not offered.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:16:07 -06:00
DottaandClaude Opus 5.5 f679cf81dc fix(runner): refuse a finish or block decided before earlier results reached the agent (#20069)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Restarts must be invisible to a task: an agent that was working
keeps working after the control plane comes back
> - Restart chaos t03 (Daytona warm wave, K4 holds) ended a task as
blocked even though its document was saved
> - The cause is in how a terminal decision (paperclip_block or
paperclip_finish) is handled after a long controller outage, not in how
the Runner journals tool calls
> - This pull request refuses a terminal call that the agent made before
it had seen results that already returned, so the agent continues with
those results
> - The benefit is that a controller outage no longer turns into a false
"blocked" task

## Linked Issues or Issue Description

Restart chaos t03, wave `w-20261108T142906-s9501` (Daytona, codex, A1,
three back-to-back K4 holds of 136 s, 252 s and 152 s). Refs #19831
(durable ownership plan).

**What happened**

The kept instance's run log shows the order of events:
1. The turn is accepted at 14:29:57. The runner then delivers nothing to
the controller until 14:39:27. The holds keep the controller down, and
the Runner keeps Codex's `item/tool/call` requests until it is
reattached.
2. During that outage Codex keeps running. Its `write_document` call
stays pending. The model is sampled again about once a minute and says
"The save request is also waiting on Paperclip". It then calls
`paperclip_block`, with the reason `tool_unavailable`.
3. After the reattach the Runner delivers the backlog in order.
`write_document` runs and returns (the document is created: sourceSeq
152). Then the stale block arrives (sourceSeq 247) before Codex has
acknowledged the write result: there is no `tool.execution.completed`
for it before the block. The task ends blocked.

**Codex behavior, checked directly** against the pinned Codex 0.160
app-server. A local probe sent one dynamic tool call and left it
unanswered:
- Codex does not time out. It re-samples the model at about 60 s and 127
s ("The save call is still waiting to return").
- A reply sent 130 s later is accepted (`durationMs` 130003), and the
model finishes ("DONE").

So the reply is not lost. The agent's terminal decision was made without
it.

**Expected behavior**
- A terminal call decided while earlier Paperclip results were still
unseen is refused with a retryable error.
- The agent continues with those results. In t03 it would see that the
document was saved, and finish.

## What Changed

- `packages/paperclip-runner/src/live/terminal-call-freshness.ts`:
`unseenReturnedToolCalls` reads the turn's committed run events up to
the terminal call. It returns each dynamic call that has a returned
`tool_result` but no provider `tool.execution.completed`.
`staleTerminalCallResult` builds the retryable
`terminal_call_before_results` error, which names those calls.
- `runnerd-codex-transport.ts` `#handleSemanticToolInput`: when such
calls exist, `paperclip_finish` and `paperclip_block` get that error
instead of being dispatched. The recovery path after a restart uses the
same handler. A long-running call with no result yet does not count.
- Crash point `runner.semantic_tool.after_input_before_dispatch`, just
before the controller dispatches a dynamic tool call. A crash-point hold
(`--hold-ms`, `--crash-point-hold-ms`; a K4-style receipt) keeps the
controller down after the self-kill. Together they reproduce t03 on
Daytona.

## Verification

- Red/green: `cd packages/paperclip-runner && npx vitest run
src/live/runnerd-codex-transport.test.ts -t "refuses a terminal call
decided"`.
- The case `seen: false` failed on master: the handler was called and
the stale block was dispatched. It passes with the fix.
- The case `seen: true` (the agent saw the result first) dispatches
normally, both before and after.
- `npx vitest run src/live/runnerd-codex-transport.test.ts`: 289 passed.
`src/live/terminal-call-freshness.test.ts`: 5 passed.
- `npx tsc --noEmit -p packages/paperclip-runner` passes, and `node
scripts/typecheck-test-projects.mjs tests/restart-chaos` passes.
- Shared registry: 15 passed. Call-site test: 3 passed. Chaos runner
tests: 12 passed.
- Codex probe (local, about 2.5 min per run): reproduced the "still
waiting" re-sampling and the accepted late reply described above.
- Not yet run: the Daytona crash-point repro with a hold. It needs the
shared harness slot, and I'll add the result here. The fix is controller
TypeScript, which is not an input of the Daytona image, so the current
image still matches.

## Risks

- A refused terminal call costs the agent one more turn step. It applies
only when a result returned that the agent had not seen, which in
practice happens only after a controller outage.
- The check reads committed run events. If the store evicted the earlier
call's events, it finds nothing and keeps today's behavior.
- Upgrade-safe run state: no persisted shape changes. The check reads
events the Runner already commits. A run saved by the previous release
resumes with the same history and the same answer.
- ACPX and other providers emit no dynamic `tool.execution.*` events, so
the check is a no-op for them.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 10:43:21 -06:00
DottaandClaude Opus 5.5 0746d1203d feat(recovery): let the board confirm that an unrecorded owner stopped (#20067)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, recovery releases an in-progress record only once
its owner is proven gone, never by age
> - A run lease saved before owners were stamped has no owner Paperclip
can judge on an ephemeral (multi-host) server, so it stays stuck and
holds its run's sandbox forever
> - Only a person can tell that the previous server stopped (for
example, its container was replaced)
> - This pull request asks the board on the stuck task and lets an owner
confirm the stop, with an activity-log entry; recovery then releases the
record on its normal path
> - The benefit is that legacy stuck records have a way out that never
guesses

## Linked Issues or Issue Description

Follow-up to the Phase 2 durable-ownership work: #20054 (controller
instance lease) and #19883 (process-space recording). It generalizes the
existing "confirm the previous server stopped" action for native
controllers (`native_controller_host_unverified`). No duplicate PR was
found.

**What happened?**

On an ephemeral server, an active run lease of a finished run that was
saved before holders were stamped has no owner stamp. The ownership
reconciler reports it `unprovable (no_owner_stamp)` and never settles
it. No operator action exists, so the lease and its sandbox stay
reserved.

**Expected behavior**

The task shows the stuck resource, and a board owner can confirm that
the previous server stopped. Recovery then releases the lease. Agents
and operators without the owner-stop permission cannot.

**Steps to reproduce**

1. Run with `PAPERCLIP_EPHEMERAL_SERVER=true`.
2. Have an active environment lease with no `leaseController` stamp,
whose run is terminal.
3. Run an ownership reconciliation pass. The lease stays `unprovable`
with no action on the task.

**Paperclip version or commit**

`master` before this PR.

## What Changed

- `packages/shared`: `confirmOwnerGoneSchema` (`actionId`, `recordId`,
`stopEvidence` of 20 to 12000 characters).
- `recovery/owner-gone-attestation.ts`:
- `requestOwnerGoneConfirmation(kind)` is an `onUnprovable` hook. For a
legacy unprovable owner (`no_owner_stamp`, `process_space_unrecorded`,
`missing_identity`) on a record that has a task, it opens one idempotent
board recovery action on that task (cause `ownership_owner_unprovable`).
- `confirmOwnerGone(...)` verifies the exact action and record. It asks
the kind to write the attestation (compare-and-swap), resolves the
action, and writes an `issue.ownership_owner_gone_confirmed`
activity-log entry with the actor and the stated evidence.
- Ownership registry:
  - `OwnableKind.attestOwnerGone` is a new optional hook.
- `environment_run_lease_active` implements it: only an unstamped active
lease of a terminal run, with the notification for the cleanup path.
- The lease's owner then reads `operator_attested`, which proves gone,
so the existing settle releases it. A holder stamped since the board was
asked owns the lease, and its stamp decides.
- Route: `POST /api/issues/<built-in function
id>/recovery-actions/confirm-owner-gone`. It uses `assertBoard` plus
`runtime:confirm_owner_stop`, the same board-only permission as
confirm-controller-stopped. It is registered in OpenAPI.
- UI: `issuesApi.confirmOwnerGone`. The task's recovery card shows the
existing `PreviousServerStopConfirmation` for this cause, with
resource-specific wording; owners confirm and operators see the wait.
`isPreviousServerStopCause` includes the cause, so the generic card does
not offer other resolutions.

## Verification

- `owner-gone-attestation.test.ts`:
  - the stuck lease opens one board action on the task;
- confirmation resolves the action, writes the activity log, and the
next pass settles the lease (`operator_attested`) exactly once;
  - a mismatched record is refused with 409;
- a holder stamped after the ask is refused and the lease stays active;
  - no action for a judgeable owner or for a record with no task.
- Red, with the `onUnprovable` hook removed: 2 of 3 fail.
- UI: `WorkspaceExportRecovery.control.test.tsx` checks that the owner
confirms with the right payload and that an operator sees the wait
without the control (47/47).
- Server suites: openapi-routes, ownership and recovery suites, plus the
existing native-controller-host recovery. Low-memory server typecheck is
clean; `check:token-gates` is clean.

## Risks

- The board can attest a server stopped that is in fact running. The
action and the UI copy ask for the evidence, and the activity log
records who attested what. This is the same trust model as
confirm-controller-stopped.
- Only run leases opt in so far. Records without a task (login/probe
leases) keep the legacy idle sweep.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with
tool use.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 09:46:36 -06:00
DottaandClaude Opus 5.5 96badeaa42 fix(lifecycle): never repeat a passed harness verification; settle a dead verifier's lease at once (#20030)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A new or reconfigured agent runs a harness verification (a hello
probe in a test sandbox) before it is ready, and its runs wait until it
passes
> - In the final Daytona restart chaos wave, a Codex agent's runs waited
about 417 s for their first sandbox, while boot took only about 32 s
> - Each control-plane restart killed the verifier. The next process
waited out the 120 s lifecycle lease and then booted a fresh sandbox.
Nothing recorded a configuration that had already passed.
> - This pull request records a passed verification by what makes it
valid and reuses it, and settles a dead verifier's lease on the shared
ownership path at once
> - The benefit is that a restart never repeats a passed verification,
and never leaves runs waiting out a dead process's lease

## Linked Issues or Issue Description

**What happened?**
In the final Daytona chaos wave, the Codex agent was created at 09:55:46
UTC and its three runs were queued. Verification ran four times, in four
sandboxes, because faults K1, K4 and K2 each killed the verifying
server. After K2 the server was ready at 10:00:20, but verification
restarted only at 10:02:13: it waited out the 120 s lifecycle lease. The
first run sandboxes were created at 10:02:43, 417 s after launch.

**Steps to reproduce**
1. Create a Codex agent and assign it a task at once, so the task waits
for harness verification.
2. Kill the control plane (SIGKILL) while the agent is verifying.
3. The restarted server waits out the dead verifier's 120 s lifecycle
lease, then verifies again in a new test target. The task's first token
arrives about 130 s after the fault.

**Expected behavior**
- A passed verification of the same effective configuration in the same
runner image is never repeated.
- A verification is never restarted from scratch while its holder
process is alive. When the holder is proven gone, its lease is settled
at once.
- Runs gate only on a configuration that has never passed.

**Root cause**
`verify()` (`server/src/services/agent-harness-verification.ts`) leased
a fresh sandbox on every attempt and recorded nothing on a pass. The
lifecycle lease (`modules/agent-lifecycle/adapters/postgres.ts`) named
no holder process, so a restart could only wait for it to expire.

## What Changed

- Restart chaos TTFT driver: a `verify` phase, reported in its own rows,
and a `--verify-fault K1|K2|K6` option. The fault fires 1 s after
`verifying` is observed, so it interrupts a held lease. The seed keeps
each agent's creation body, so the driver can hire an identical agent.

- **Persisted pass:** new columns `agents.harness_verified_digest` and
`harness_verified_at` (migration 0448). The digest is an HMAC, keyed
with the instance's decision-signing secret, over:
- the fully resolved effective configuration: every value the test used,
including `cwd`, resolved credentials, and agent-over-environment
precedence;
- the selected AI account and its credential generation (connection and
grant ids and `updatedAt`, never the credential);
  - the environment and the runner image.

The key means the stored value cannot confirm a guessed credential
offline. For a sandbox, the runner image is an immutable image digest or
a qualified Daytona snapshot ID (`sandboxBinding`, now exported). For
local runs it is the server version. A mutable image or snapshot name,
or a local environment redirected to the managed sandbox, never reuses a
pass.
- **Server-only:** `normalizeAgentBaseRow` and
`redactAgentRowForResponse` strip the digest and its timestamp from
agent API responses.
- `verify()` still runs every account, policy and secret check, then
returns complete on a matching digest without booting a test target. It
records the digest on a pass before the lifecycle step completes, so a
restart in between reuses it.
- **Lease holder:** the lifecycle `claim()` stamps the claiming
controller process on the lease (`lifecycleOperation.leaseHolder`,
supplied through the lifecycle effects port) and clears the stamp with
the lease. The compare-and-swap release lives in the lifecycle module
(`releaseAgentLifecycleLeaseOfHolderInTransaction`).
- **Shared ownership path:** a new `agent_lifecycle_lease` kind with
`settleAgentLifecycleLease`.
- When the reconciler proves the holder gone, settle clears exactly that
lease (compare-and-swap on the holder), notifies lifecycle work, and
logs `agent.lifecycle_lease_reconciled`.
- A live holder is never taken over. The lifecycle state, operation and
progress are untouched.

## Verification

- `restart-verification.test.ts` (embedded Postgres, real lifecycle
store and worker, real reconciler pass):
- A verification held by a dead process is claimed and completed at once
after the startup pass, with the agent ready in under 10 s instead of
waiting out the 120 s lease. It fails without the new kind.
  - A live holder is never taken over.
  - The claim stamps the holder, and `defer` clears it.
- `agent-harness-verification-preflight.test.ts`:
- A second `verify()` of the same configuration allocates no target. A
revoked account still fails before reuse. A changed model, `cwd` or
literal credential tests again. It fails without the reuse.
  - A failed verification records nothing.
- Ownership report, all lifecycle module tests, remote, provider-API and
unit harness verification tests, and crash-point call sites: 13 files,
220 tests pass.
- Targeted local run: the TTFT driver's new `verify` phase (`--phases
verify --verify-fault K1`, Codex, 2 samples) hires a new agent, assigns
it a task at once, kills the control plane (K1) while it verifies, and
times fault to first agent token:
- Before (master server code): 129.8 s and 129.8 s. The restarted server
waited out the dead verifier's 120 s lease. Run-log TTFT from run
creation was only 4.1 s.
- After (this branch): 15.8 s and 17.2 s. The startup reconciler pass
settled `agent_lifecycle_lease` and verification re-ran at once.

## Risks

- **A stale pass:** the digest covers every resolved value, the selected
account generation, the environment and an immutable runner image, so
any change tests again. Rotating the instance signing secret invalidates
every digest, so each agent verifies once more.
- **Migration:** two nullable columns, no backfill. Existing agents
verify once more, then reuse.
- **Settle:** it runs only on a `gone` proof, compare-and-swap on the
exact holder. It never changes the lifecycle state.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 08:10:40 -06:00
DottaandClaude Opus 5.5 bfa9002a3c test(restart-chaos): reach the stop-and-retain crash point with --daytona-reuse-lease (#20049)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The restart-chaos crash-point suite kills the server at named
points, then checks that recovery restores every invariant
> - On Daytona, `environment.stop_retain.after_claim_before_stop` was
never reached, because no workload produced a stop-and-retain release
> - A per-turn run on a reusable sandbox lease ends every turn with
`stop_and_reuse`, which releases through exactly that stop-only claim
> - This pull request adds `--daytona-reuse-lease`, so the chaos Daytona
environment keeps reusable sandboxes and the point is reachable
> - The benefit is live coverage of the stop-and-retain crash window

## Linked Issues or Issue Description

This is a follow-up from the Phase 2 durable-ownership data
(`doc/plans/2026-11-07-phase2-reconciler-data.md`, "Not covered").
Related: #19937 (crash-point suite) and #20042 (stop-only claim fence
renewal). No duplicate PR was found.

**What happened?**

The Daytona crash-point run `cp-20261108T104102` reported
`environment.stop_retain.after_claim_before_stop` as `not_reached`. The
point needs a stop-and-retain intent, and the chaos Daytona environment
is created with ephemeral leases.

**Expected behavior**

A flag lets a Daytona wave or crash-point run use reusable leases. A
per-turn run then stops and keeps its sandbox, and the point is reached
and graded.

**Steps to reproduce**

1. Run `node scripts/crash-points.mjs --env daytona --daytona-image
<image> --points environment.stop_retain.after_claim_before_stop
--adapters codex --workloads A1`.
2. Before this PR the point is `not_reached`.
3. With `--daytona-reuse-lease --lifecycle per_turn` it is reached.

**Paperclip version or commit**

`master` at `8475826d2d` (the signed image `c24059f1…` revision).

## What Changed

- `--daytona-reuse-lease` (wave and crash-point suite, Daytona only)
creates the chaos environment with `reuseLease: true`. The crash-point
suite passes the flag through.
- The R6 sandbox sweep counts a **stopped** sandbox behind a **released
`reuse_by_environment`** lease as kept for reuse, not a leak. A later
run on the same workspace resumes it, because reuse accepts released and
retained leases. A running sandbox, or a stopped one behind an ephemeral
lease, is still a leak.
- The crash-point registry prerequisite and the README name the flag.

## Verification

- Live, Daytona, codex A1, from the image revision `8475826d2d`:
- `cp-20261108T132149`: the point was **reached** and settled with no
invariant violations. R6 flagged the stopped reusable sandbox as a leak,
which led to the sweep fix.
- `cp-20261108T133351`, with the sweep fix: **pass**. 0 orphaned
sandboxes, 0 held leases, the environment deleted, and nothing left
running.
- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts`
passes `daytona-sweep`, `scheduler` and `crash-points` (52/52). `tsc -p
tests/restart-chaos/tsconfig.json` is clean.

## Risks

- Test harness only; the registry change is prerequisite text. Without
the flag, waves behave as before.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with
tool use.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 08:07:19 -06:00
DottaandClaude Opus 5.5 68d5fb5a6e feat(chaos): check I6 and I8 per crash point; ready the Daytona points (#19984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The on-demand crash-point suite (#19946) kills the control plane at
named durable write boundaries and checks the plan's invariants
> - Its first full run measured I1–I4 and I7, but I5, I6 and I8 were
reported as not measured
> - #19960 (generation stamping) and #19863 (speed budgets) now record
what I6 and I8 need in the run log
> - The six Daytona-only points have not run yet, and three of them
cannot be reached by a plain task
> - This pull request checks I6 and I8 per point, names the I5 gap, and
readies the Daytona points for the coming Daytona wave
> - The benefit is that every invariant is either asserted or a named
gap, and a Daytona run explains any point it cannot reach

## Linked Issues or Issue Description

Refs #19831 (plan, Phase 5). Follows #19946 (the suite). Uses #19960
(event generations) and #19863 (speed budgets).

**Problem**
- The suite reported I5, I6 and I8 as "not measured".
- A Daytona run would report three points as `not_reached` with no
reason.
- A Daytona run without its key or image failed only after a 3-minute
boot.

**Expected behavior**
- I6 and I8 are checked at each point.
- I5 is a named gap with its reason.
- Daytona points say what they need, and a Daytona run checks its inputs
before it boots.

## What Changed

- `tests/restart-chaos/invariants.ts`: `runLogViolations` checks two
invariants from the run log, scoped to the wave's company:
- I6: a run that failed with an error that names a stale or
earlier-generation event;
- I8: each `run.performance.budget_exceeded` event, with the budget
evidence (metric, measured, p95, adapter, start kind).
Both are keyed by run or event id, so the per-point baseline diff
charges each one to the point that produced it. I5 is reported as
`notMeasured` with a reason (`I5_GAP`).
- `packages/shared/src/crash-point-registry.ts`: an optional
`prerequisite` on the three Daytona points a plain task cannot reach.
These are the teardown claim (needs a failed release), the reusable
destroy (needs a `reuse_by_environment` lease), and stop-and-retain.
- `tests/restart-chaos/crash-points.ts`:
- `--list` prints each point's `needs:`, and a `not_reached` result
names it too;
- `--env daytona` refuses to start without `DAYTONA_API_KEY` and an
image.
- Docs: the README and the plan describe the I5/I6/I8 coverage and the
Daytona points.

## Verification

- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts
tests/restart-chaos/crash-points.test.ts`: 12 passed.
- `cd packages/shared && npx vitest run src/crash-points.test.ts`: 15
passed.
- `node scripts/typecheck-test-projects.mjs tests/restart-chaos` and
`npx tsc --noEmit -p packages/shared` both pass.
- I ran `runLogViolations` against a throwaway Postgres 18 with seeded
rows, then stopped and deleted it. It returned:
  - I8 for the budget breach, with its evidence;
- I6 for the run of this company that failed on
`stale_generation_event`.
It excluded the other company's stale run, the `process_lost` run and a
non-budget event.
- `node scripts/crash-points.mjs --list --env daytona` lists 19 points,
with `needs:` on the three. `--env daytona` with no key or image fails
at once with the missing names.
- No harness run: the harness slot is held for other work. The next
suite run exercises the new checks.

## Risks

- Test harness only; no product code.
- I6 is a proxy: it matches the run's error text and code. A failure
that names a generation for another reason would be reported, with its
evidence, for a person to judge.
- I8 can flag breaches on a loaded host. Each breach carries its
measured and budget values, so a load-caused breach is visible as one.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 00:06:01 -06:00
DottaandClaude Opus 5.5 051834bdc8 feat(chaos): add the on-demand crash-point suite and its manual CI workflow (#19946)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A control-plane restart between two durable writes leaves an
in-progress record owned by a dead process
> - Random restart-chaos waves found these 20 ms–1 s windows only by
luck
> - #19937 added `crashPoint(name)`, and #19938 put it at 20 durable
write boundaries
> - Nothing yet runs a task, kills the server at a chosen point,
restarts it, and checks the plan's invariants
> - This pull request adds that on-demand suite, as a local command and
as a manual CI workflow (not a required check, per Decision 2)
> - The benefit is a repeatable work list: which boundary breaks which
invariant, for Phases 2–4

## Linked Issues or Issue Description

Refs #19831 (plan, Phase 5 and Decision 2). Refs #19861 (report-only
reconciler used for I1–I7). Stacked on #19938 (call sites), which is
stacked on #19937 (helper).

**Problem**
The named crash points cannot be exercised end to end. No command arms
one point, runs real agent tasks across it, restarts, and grades the
result.

**Expected behavior**
`node scripts/crash-points.mjs --points <glob> --kinds <id> --adapters
<list>` runs one wave per selected point and reports each point as pass,
fail (with failing R rules and violated invariants), not reached, or
harness error. A `workflow_dispatch` workflow runs the same thing on
demand.

## What Changed

- **Runtime arming.** `PAPERCLIP_CRASH_POINT_CONTROL=<file>`, in the
shared helper and the runner mirror. Each hit reads `<token>
<name>[:<nth>]`, and a new token resets the count. It is test mode only:
`NODE_ENV=production` ignores it, and the disarmed path is still one
comparison.
- **`tests/restart-chaos/main.ts --crash-point
<a>:<nth>,<b>:<nth>,...`** (config, types, ledger):
  - one booted server and no Vite UI;
- per point: take an invariant baseline, launch the point's batch, arm
the point, then on rest disarm it and check invariants as violations
that are new since the baseline;
  - every task is graded R1–R6 and T;
  - `crash-point.json` (v2) holds one entry per point.
- **`tests/restart-chaos/supervisor.ts`:**
  - every spawn gets the control file;
- a SIGKILL whose receipt names the child's pid is restarted like K1:
the control file is emptied first, the owned tree is killed, and a
replacement starts. A failed tree cleanup fails the fault;
- the isolated instance pins `PAPERCLIP_IN_WORKTREE=false` (a
`.paperclip/.env` above the checkout otherwise suppressed all
scheduling);
  - `RESTART_CHAOS_HEALTH_TIMEOUT_MS`.
- **`tests/restart-chaos/invariants.ts`:**
- the Phase 1 report-only pass with `record: false`: two real-clock
passes for I1 and I2, and one pass 15 minutes ahead for I3, I4 and I7;
  - spool kinds are read from the wave's instance;
  - an unfinished pass is a harness error;
  - each violation carries its wake and run state as evidence.
- **`tests/restart-chaos/crash-points.ts` and
`scripts/crash-points.mjs`:**
- select points by glob, kind and environment, and run them in one wave;
  - a per-point outcome: pass, fail, not_reached or harness_error;
  - `SUMMARY.md` with a violation evidence column.
- **`.github/workflows/crash-points.yml`**, manual only, under the
paid-workflow contract:
  - a credential-free `authorize` job;
  - a `suite` job in `runner-e2e-paid` whose first step reauthorizes;
  - a frozen install with `--ignore-scripts` and no shared cache;
  - only the selected adapters' keys;
  - the workflow is added to both security-test allowlists.
- **Docs:** "Crash-point suite" in `tests/restart-chaos/README.md`, and
"Built (Phase 5)" plus the first work list in the plan.

## Verification

- Focused tests:
- `pnpm exec vitest run --config tests/restart-chaos/vitest.config.ts
tests/restart-chaos/crash-points.test.ts`;
- `cd packages/shared && npx vitest run src/crash-points.test.ts`: 15
tests, including runtime arming in a real child process;
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`: 72
tests;
  - `tests/runner-e2e/workflow-security.test.ts`: 19 tests.
- Typecheck: `node scripts/typecheck-test-projects.mjs
tests/restart-chaos` passes.
- Loop line: question "how long is one crash-point loop?" | loop: `node
scripts/crash-points.mjs --points <one>` (codex A1) | elapsed 2.7 min
end to end: boot 9 s, crash 9 s after arming, replacement ready in 6 s,
rest about 2 min | result: one point alone takes about 3 min. Before
this change it took about 15 min (one cold boot per point, Vite UI, host
at load 77).
- Full local run, 14 points, codex A1, 11.8 min in all:
- every point was reached (the server killed itself at each one, and the
replacement came back);
  - 11 pass;
- `workspace.finalize.after_start_before_copyback` and
`workspace.finalize.after_copyback_before_done` fail I2 and R6: a
`workspace_finalize` operation stays running after the run succeeded;
- `wake.claim.after_run_running_before_wakeup_claimed` reports I4. Its
evidence shows the wake failed with "…retrying once", and the retry
delivered the work, so this is the known refusal-regex false positive.
- The 6 Daytona-only points were not run.

## Risks

- Test harness and an on-demand workflow only. No product code changes.
- `.github/**` needs a CODEOWNER review. The workflow uses provider
keys, so it refuses non-default branches and actors that are not on the
allowlist, like `runner-full-stack-e2e.yml`.
- `PAPERCLIP_IN_WORKTREE=false` is pinned in every chaos wave, not only
crash-point waves. A chaos instance is never a worktree dev instance, so
scheduling must not be suppressed.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 23:41:15 -06:00
DottaandClaude Opus 5.5 779913333a fix(documents): say whether an exact revision read is still current (#19939)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task documents keep a revision history, and agents read and restore
revisions through the API
> - The exact-revision read returns one revision, but it does not say if
that revision is still current
> - An agent read the revision that it restored earlier by its ID and
reported it as "latest", but another person had saved a newer edit
> - This pull request adds the document's current revision to the
exact-revision read
> - The benefit is that a pinned read cannot pass as a read of the
current document

## Linked Issues or Issue Description

**What happened**

In a chat eval, the agent restored a plan revision. Then another person
saved a new revision. The user asked the agent to read the current plan.
The agent called `GET
/api/issues/{id}/documents/plan/revisions/{revisionId}` with the ID of
its own restored revision. The response did not show that a newer
revision existed. The agent reported the old revision as the latest and
said that the read confirmed this.

**Expected behavior**

A read of one exact revision must show if that revision is still
current, and which revision is current. Then the reader can see a newer
edit and read the current document.

**Steps to reproduce**

1. Save two revisions of a task plan.
2. Call `GET
/api/issues/{id}/documents/plan/revisions/{firstRevisionId}`.
3. See that the response gives no sign that revision 2 is the current
revision.

## What Changed

- `getIssueDocumentRevision` now also returns `latestRevisionId`,
`latestRevisionNumber` and `isLatest`.
- Shared type `ExactDocumentRevision` describes this response. The UI
client uses it.
- The OpenAPI description of the exact-revision read names these fields
and points to `GET /api/issues/{id}/documents/{key}` for the current
text.
- The service test checks `isLatest` for an older and a current
revision.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/documents-service.test.ts
src/__tests__/openapi-routes.test.ts` (42 passed).
- `npx tsc --noEmit -p packages/shared` passes.

## Risks

- Low risk. The change only adds fields to a read response. No caller
removes or renames a field. No migration.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 21:29:24 -06:00
DottaandClaude Opus 5.5 18644a3263 feat(recovery): instrument 20 durable write boundaries with crash points (#19938)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A control-plane restart between two durable writes leaves an
in-progress record owned by a dead process
> - #19937 added `crashPoint(name)` and a registry of 20 named
boundaries from the Phase 0 inventory
> - A name without a call site cannot fire, so the crash-point suite
cannot test it
> - This pull request puts one call at each registered boundary and adds
a test that keeps the registry and the call sites in step
> - The benefit is that the on-demand suite (next pull request) can kill
the control plane at every known write-ahead gap

## Linked Issues or Issue Description

Refs #19831 (plan, Phase 5). Refs #19846 (inventory, "Write-ahead
coverage"). Stacked on #19937 (helper and registry). Refs #19861
(ownable kind ids).

**Problem**
The registered crash points have no call sites.

**Expected behavior**
Each registered point is called at its gap: after the first durable
write or outside effect returns, before the next one starts. Disarmed
(always in production) each call is one comparison.

**Scope**
Call sites and a coverage test only. The suite runner and CI workflow
follow.

## What Changed

- Server call sites (`@paperclipai/shared/crash-points`):
- `sandbox-creation-operations.ts`: around the provider `create` call
(intent → provider → lease).
- `native-session-executor.ts`: after `native.process_start_requested`,
before spawn.
- `paperclip-control-plane-port.ts`: after the result-accept
transaction, before finalization starts (only when a result was
inserted).
- `native-run-finalizer.ts`: after `commitNativeStatusDecision`, before
the run projection.
- `workspace-operations.ts`: `workspace_finalize` only — after the
running row, and after `settle()` before the done row.
- `environment-runtime.ts`: provider release → lease row; teardown claim
→ destroy; reusable destroy → lease release; stop-and-retain claim →
stop.
- `heartbeat.ts`: lease release → runtime services; budget reservation
hold → dispatch.
- `heartbeat/queue.ts`: run claimed `running` → wake request `claimed`.
- `run-cost-accounting.ts`, `usage-receipts.ts`: accounting commit →
spool unlink; receipt spool → DB row → unlink.
- `packages/paperclip-runner/src/crash-point.ts`: a small copy of the
helper for controller code in this package, which does not depend on
`@paperclipai/shared` (adding that dependency would change the runner
content ID). It arms only `runner.*` names. runnerd never sees the
variable: its environment is an allowlist.
- Runner call sites: after the runnerd spawn, before its identity is
published (both spawn paths); `turn.start` result received → controller
journal saved → next send.
- `server/src/__tests__/crash-point-call-sites.test.ts`: every
registered point has a call site, every call names a registered point,
and every `kinds` entry is an ownable kind id of the Phase 1 registry.

## Verification

- `cd server && npx vitest run
src/__tests__/crash-point-call-sites.test.ts` → 3 passed.
- `pnpm --filter @paperclipai/server typecheck` → clean. `pnpm --filter
@paperclipai/paperclip-runner exec tsc --noEmit -p .` → clean.
- Behavior with nothing armed is unchanged: each call returns at its
first comparison (measured in #19937: about 3.7 ns).

## Risks

- Low risk. No call changes control flow unless `PAPERCLIP_CRASH_POINT`
names it and `NODE_ENV` is not `production`.
- Points on the path before `turn.start` (process start, runner spawn)
cost nanoseconds, within plan invariant 8.
- `usage-receipts.ts`: the persist-then-unlink one-liner became a block
with the same statements in the same order.
- The runner package change gives the runner a new content ID, as any
runner source change does. No persisted run state changes
(rules/upgrade-safe-run-state.mdc).

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits) and a read-only exploration subagent that
mapped the boundaries.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:56:33 -06:00
DottaandClaude Opus 5.5 2a2d3f6e23 fix(ui): stop refetching the @task mention pool on every task event (#19931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps its caches fresh from live events in
`LiveUpdatesProvider`
> - Each task activity event invalidates the whole `["issues",
companyId]` query prefix
> - That prefix also holds the `@task` mention pool: the 100 most
recently updated tasks, about 315 KB per response
> - A chat turn emits many comment, status and run events, so an open
task page downloads that list again for almost every event
> - This pull request keeps the pool fresh from push events without a
refetch per event: a closed server flag marks real membership or title
changes, progress on pooled tasks reorders the cache in place, and other
progress refetches at most once per 30 seconds
> - The benefit is less bandwidth and CPU for users with an open task or
chat, and smaller eval traces

## Linked Issues or Issue Description

**What happened**
While a task chat page is open, the browser repeats `GET
/api/companies/:id/issues?limit=100&sortField=updated&sortDir=desc`
(about 315 KB each). One 10-minute chat-eval attempt recorded about 194
of these requests. The trigger is `invalidateActivityQueries` in
`ui/src/context/LiveUpdatesProvider.tsx`. For every `entityType:
"issue"` activity event, it invalidates
`queryKeys.issues.list(companyId)`. That prefix matches
`queryKeys.issues.mentionPool(companyId)`, which `IssueDetail` (and
`NewIssueDialog`) keep active for the `@task` picker. Invalidation
refetches active queries and ignores `staleTime`.

**Expected behavior**
Comments, run progress and status changes on any task do not download
the full mention pool again. The pool still updates when a task that the
picker can show is created, deleted or renamed.

**Steps to reproduce**
1. Run `pnpm dev` and create a company with about 140 tasks.
2. Open a task page, for example `/REF/issues/REF-1`.
3. Every 4 seconds for 15 rounds, post comments on the open task, on a
task in the top 100, and on a task outside the top 100, and change the
open task's priority (60 events).
4. Count requests to `issues?limit=100&sortField=updated`. Before this
change there are 15 (about 3.3 MB). After this change there are 2 (about
480 KB).

## What Changed

- New shared helper `issueActivityChangesTaskIdentity`
(`packages/shared/src/issue-activity-identity.ts`). It is true for a
created, deleted, hidden, unhidden or renamed task.
- `server/src/realtime/live-events-ws.ts`: task `activity.logged` events
now carry the closed boolean `taskIdentityChanged`. Authenticated
sockets still get no `details`; the flag carries no task content.
- `ui/src/context/LiveUpdatesProvider.tsx` refreshes the mention pool
this way:
- The task identity flag is true (or full details show a create, delete,
hide, unhide or rename): the pool refetches at once.
- Other events on a task already in the pool: the task moves to the
front of the cached list. There is no request. The freshness clock does
not change, and a pending invalidation is never overwritten.
- Other events on a task outside the pool: one trailing refetch at most
every 30 seconds, because the task can now be in the top 100.
  - The picker is closed: the pool is only marked stale.
- `ui/src/lib/query-invalidation-batcher.ts`: new `excludingQueryKeys()`
keyed exclusion predicate. The batcher coalesces it and uses it for
prefix coverage. The broad `["issues", companyId]` invalidation uses it
to skip the pool, so a burst is again one broad refresh per batch.
- Tests: `ui/src/context/LiveUpdatesProvider.mention-pool.test.ts`
(authenticated event shape, hide and unhide, the 30-second window,
reorder safety, a burst through the batcher), new batcher tests,
`packages/shared/src/issue-activity-identity.test.ts`, and socket
assertions in `server/src/__tests__/live-events-toast.test.ts`.

## Verification

- `cd ui && npx vitest run src/context/LiveUpdatesProvider
src/lib/query-invalidation-batcher`: 231 tests pass.
- `cd server && npx vitest run src/__tests__/live-events-toast.test.ts`:
11 tests pass. In authenticated mode the socket keeps `details` off and
sends `taskIdentityChanged` (false for routine updates, true for a
create, rename or hide).
- `cd packages/shared && npx vitest run
src/issue-activity-identity.test.ts`: 14 tests pass.
- The new UI tests fail against the first commit of this PR: the
authenticated burst, hide, unhide, the 30-second window and the batcher
burst.
- `tsc --noEmit` for ui, server and shared: no new errors.
- Browser measurement: a local `pnpm dev` instance (local trusted),
headless Chromium on a task page, 141 tasks, 60 events over about 63
seconds (the reproduction steps above):
  - Before (master UI): **15** mention-pool requests, about 3.3 MB.
  - After: **2** requests, about 480 KB (one per 30-second window).
- Freshness after the fix: one rename, hide, unhide or create each
caused **1** refetch. A priority change caused **0**.
- I did not run a browser session in authenticated mode. The
authenticated event shape is covered by the socket test and the UI unit
tests.

## Risks

- A task that moves into the top 100 can be missing from the `@task`
picker for up to 30 seconds.
- The cached order is approximate between refetches: a moved task goes
to the front, but its `updatedAt` value is not changed.
- Other queries under `["issues", companyId]` (descendants,
created-from, summaries, onboarding first task) still refresh for each
event batch. They are small, but they can get the same treatment later.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:55:39 -06:00
DottaandClaude Opus 5.5 4a8c8003fd feat(recovery): add the crashPoint helper and crash-point registry (#19937)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A control-plane restart can land between two durable writes and
leave an in-progress record owned by a dead process
> - The restart-chaos campaign found these windows (20 ms–1 s) by luck,
with random kill timing
> - The durable ownership plan (Phase 5, "Testing: enumerate crash
points") asks for named crash points at each durable write boundary, so
a suite can kill the process at each one on purpose
> - Phases 2–4 run in parallel and need the helper early for their
per-kind tests
> - This pull request adds only the `crashPoint` helper and the registry
of named points
> - The benefit is one shared, zero-cost way to mark a boundary and to
arm it in a test

## Linked Issues or Issue Description

Refs #19831 (plan, "Testing: enumerate crash points", Phase 5). Refs
#19846 (Phase 0 inventory). Refs #19861 (Phase 1 registry; the
crash-point `kinds` use its kind ids).

**Problem**
No code marks the durable write boundaries. A test cannot stop the
control plane at a chosen boundary, so restart bugs are found only when
random chaos timing hits a window.

**Expected behavior**
A call `crashPoint("<name>")` at each boundary. In test mode an
environment variable makes the process SIGKILL itself at the nth hit of
one name. In production the call does nothing and costs nothing
measurable.

**Scope**
Helper and registry only. The call sites, the suite runner and the CI
workflow follow in separate pull requests.

## What Changed

- `packages/shared/src/crash-points.ts` (subpath export
`@paperclipai/shared/crash-points`, server-side only):
- `crashPoint(name)`. Disarmed, it is one comparison against a module
constant.
- `PAPERCLIP_CRASH_POINT=<name>[:<nth>]` arms one point when the module
loads. The nth hit appends a JSON receipt to
`PAPERCLIP_CRASH_POINT_RECEIPT` (optional), writes a `[crash-point]`
line to stderr, and sends SIGKILL to the process.
- `PAPERCLIP_CRASH_POINT_GATE=<file>` (optional): hits before the file
exists do not count, so setup work cannot fire the point.
- The variable is ignored when `NODE_ENV=production`. An unknown name
throws at import, so a typo cannot arm nothing.
- `armCrashPointForTest(spec)` throws `CrashPointReached` at the nth hit
instead, for in-process per-kind tests (Phases 2–4). It returns a disarm
function.
- `packages/shared/src/crash-point-registry.ts` (browser-safe data): 20
named points from the inventory's write-ahead table. Each has a
description, the environments that reach it (local, Daytona), the
ownable kind ids it affects, and the invariants (I1–I8) at risk. Names
follow `<subsystem>.<record>.<before|after>_<step>`.
- `packages/shared/src/crash-points.test.ts`: registry shape, spec
parsing, throw mode, real SIGKILL of a child process with a receipt, the
gate, production disarm, unknown-name refusal, and a disarmed-cost
check.

## Verification

- `cd packages/shared && npx vitest run src/crash-points.test.ts` → 11
passed.
- Disarmed cost on an M-series Mac: `crashPoint disarmed: 3.66 ns/call
(empty call 0.61 ns)`. A turn passes a handful of points, so the added
time before `turn.start` is in nanoseconds (plan invariant 8). The test
fails if the cost exceeds an empty call by more than 10 ns.
- `cd packages/shared && npx tsc --noEmit -p .` → clean.

## Risks

- Low risk. Nothing calls `crashPoint` yet, and nothing reads the
variable in production.
- An operator who sets `PAPERCLIP_CRASH_POINT` on a non-production
server makes it kill itself. The variable name and the `[crash-point]
armed` stderr line make this visible.
- No persisted run state changes (rules/upgrade-safe-run-state.mdc: no
previous-release story is needed).

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits) and a read-only exploration subagent.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 20:37:32 -06:00
DottaandClaude Opus 5.5 7fd98682ca fix(workspaces): give every subtask its own execution workspace (#19860)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents split work into child tasks, and each task runs in an
execution workspace (a checkout, branch, or sandbox folder)
> - Since early 2026, a new child task used its parent's realized
workspace by default: the same checkout, branch and sandbox
> - A parent and its child often run at the same time. Two writers in
one folder lose each other's files, the waking parent is cancelled with
`workspace_busy`, and sandbox lease ownership crosses from the parent
into the child, so retained-file recovery refuses the workspace as
ambiguous
> - The product rule is simple: a subtask gets its own workspace,
independent of the parent's saved files. Paperclip never needs to carry
a parent's unmerged changes into a child
> - This pull request makes that the only behaviour on every creation
path, and moves existing shared children to their own workspace on their
next run, with no user or admin action
> - The benefit is that parents and children never block or overwrite
each other, and recovery ownership stays with one task

## Linked Issues or Issue Description

**What happened?**
A child task inherited its parent's realized execution workspace by
default (`createChild` defaulted to `executionWorkspaceInheritanceMode:
"linkage"`, and `issueService.create` fell back from
`inheritExecutionWorkspaceFromIssueId` to `parentId`). When the parent
woke while the child wrote to the shared workspace, the parent run was
cancelled with `workspace_busy`. In sandbox environments, the lease
ownership chain crossed from the parent into the child, and
retained-file recovery refused the workspace with
`allocation_ownership_ambiguous`.

**Expected behavior**
Every new child task gets its own execution workspace, realized from the
project base exactly as a top-level task in that project. It never uses
the parent's checkout, branch, saved snapshot or unmerged changes. A
parent and its descendant never share a workspace by any route.

**Steps to reproduce**
1. Run a parent task in a project with isolated (git worktree) or
sandbox workspaces, so the parent has a realized execution workspace.
2. From the parent run, create a child task with only `parentId` (or
through the runner `create_task` tool, chat suggestions, decision
effects, plugins, or the New sub-task dialog).
3. See that the child's `executionWorkspaceId` is the parent's, with
`executionWorkspacePreference: "reuse_existing"`.
4. Wake the parent while the child runs in a sandbox environment. The
parent run is cancelled with `workspace_busy`.

**Additional context**
Refs #9233 (the existing `strategy_only` opt-out).
The opt-out `executionWorkspaceInheritanceMode: "strategy_only"` already
existed for accepted-plan decomposition. This change makes that
behaviour (tightened to drop a pinned existing branch) the only
behaviour.

## What Changed

- **One rule for every creation path
(`server/src/services/issues.ts`).** `issueService.create` still uses
the parent (or `inheritExecutionWorkspaceFromIssueId`) as a source for
the project, project workspace and workspace *strategy*, but it never
copies the source's `executionWorkspaceId`, `reuse_existing` preference,
or pinned existing branch. All server paths that create a task go
through `create()`/`createChild()`: issue routes (`POST /issues`, `POST
/issues/:id/children`, the run-bound default parent and run workspace
source), runner `create_task`, chat suggestion acceptance, native status
decisions, accepted-plan decomposition, decision effects, plugins
(`ctx.issues.create`), external agents, watchdog follow-ups, monitor
recovery issues, case handoffs and email channels.
- **Explicit ancestor workspaces are dropped.** If a create names an
`executionWorkspaceId` (or an `existing` workspace selection) that an
ancestor of the new task created or is bound to, `create()` drops it and
keeps only the strategy. Older clients and skills that copied the
parent's id keep working and get an independent workspace.
- **`createChild` no longer has a "linkage" mode.**
`executionWorkspaceInheritanceMode` is still accepted from internal
callers and is ignored.
- **`inheritExecutionWorkspaceFromIssueId` decision.** I kept the field
for API compatibility, but it now copies only the source issue's project
and workspace strategy. I removed its workspace-sharing behaviour for
every pair, not only parent/child: the source task and its follow-up can
run at the same time (the runner, watchdog and status-decision callers
all create the follow-up while the source run is live), so sharing would
again let two tasks write one folder. Explicit sharing between unrelated
tasks stays available through an explicit `existing` workspace
selection.
- **New `server/src/services/task-workspace-lineage.ts`.**
`buildIndependentTaskWorkspaceSettings` (strategy only: mode,
environment, runtime, network egress, shared-workspace concurrency, base
ref, branch template, commands; no `reuse_existing`, no
`operator_branch`, no `existingBranch`), `loadTaskLineageIssueIds` (the
parent chain plus, for a task that depth placement put beside its
requester, the requester's chain via `privacyParentIssueId`) and
`isAncestorExecutionWorkspace` (the workspace's `sourceIssueId` is in
that lineage, or a lineage issue is bound to it). A child in another
project does not take the parent's strategy.
- **Upgrade-safe rebind at admission.**
`executionWorkspaceService.releaseAncestorWorkspaceBindingAtAdmission`
runs at the same admission point as the pending workspace selection
(`heartbeat.ts`). For a child (or a flattened task beside its requester)
that an older release bound to an ancestor's workspace, it clears the
child's binding (keeps the project workspace and strategy, bumps the
binding revision) so the run realizes the child's own workspace. It does
nothing while another run of the child is running, while the child's
earlier run still owns workspace finalization or recovery, for native
restart/lease-owner recovery, for a process-loss retry, or for a Retry
that keeps the current workspace. The parent and its workspace are never
changed.
- **Projects without a project workspace (per-task repository
acquisition).** A parent with no project workspace worked in its own
task files, so its settings (for example `isolated_workspace`) do not
describe the project base. A child of such a parent, and an older child
released from one, takes the project's defaults exactly like a top-level
task, instead of an isolated mode that would resolve to a git worktree
with no git base ("needs a project / project workspace"). When the
child's new workspace is created at admission,
`executionWorkspaceRepositoryService.prepareForAdmission` repeats the
parent's (or requester's) repository requests as the child's own pending
requests (identity, URL, catalog id and requested ref only; no pinned
commit, branch or files). The normal acquisition path then clones a
fresh copy into the child's task files with the child's own access
checks. This runs only for a workspace created by that admission, so
existing tasks never gain repositories.
- **UI.** The New sub-task dialog no longer pre-selects the parent's
workspace. `buildSubIssueDefaults` drops `executionWorkspaceId` and
`reuse_existing`, and derives the parent's independent mode
(`shared_workspace`, `isolated_workspace` or `agent_default`) from its
preference, saved settings or current workspace. The "This sub-task will
no longer use the parent task workspace" warning is removed.
- **Contracts and docs.** Shared validator and plugin SDK comments
describe the new meaning of `inheritExecutionWorkspaceFromIssueId`.
Updated `doc/execution-semantics.md` (new rule in §6 and a wording fix
in the retained-sandbox paragraph), `doc/SPEC-implementation.md` (child
workspace rule, requester keeps *strategy* inheritance, watchdog
follow-ups), `doc/SPEC.md` (task workspace ownership),
`docs/specs/external-task-protocol.md`, `skills/paperclip/SKILL.md`
(step 9 and the workspace bullet),
`skills/paperclip/references/issue-workspaces.md`, the CEO onboarding
`HEARTBEAT.md`, and the plugin SDK README.

### Previous-release story (`rules/upgrade-safe-run-state.mdc`)

- **Migrated on next admission.** A child that the previous release
bound to its parent's (or any ancestor's) execution workspace keeps that
binding until its next normal admission. Then the server clears the
binding and the run realizes the child's own workspace from the project
base. No schema migration is needed. No user or admin action is needed.
- **In-flight writers finish first.** A running child is not
interrupted. Its current run, its native restart recovery (admitted
native input or lease owner), a process-loss retry, and a Retry that
keeps the current workspace all finish in the shared workspace. While a
child's earlier run is still running or its workspace finalization or
recovery is unsettled, the binding stays and a later admission releases
it.
- **No files are dropped.** The release changes only the child's binding
row. The parent keeps its binding, and the shared workspace row, folder,
branch and saved snapshots are not touched. Anything the child left
there stays in the parent's workspace.
- **No new refusal codes.** Saved run identity (native execution input,
leases, checkpoints) is not changed or refused; the rebind only affects
new admissions.

## Verification

- New `server/src/__tests__/subtask-workspace-independence.test.ts`
(embedded Postgres): `create` with `parentId`, `createChild` with no
mode / `"linkage"` / `"strategy_only"`,
`inheritExecutionWorkspaceFromIssueId` pointing at the parent, explicit
parent and grandparent `executionWorkspaceId`, a non-child follow-up,
and unchanged top-level defaults and explicit top-level reuse. 7
creation cases fail on `master` and pass with this change. Admission
cases: an old-release child is rebound while its parent is running and
the parent keeps its workspace; a running child is not rebound (deploy
lands mid-run); an unrelated explicit share is kept; the parent is never
rebound.
- New heartbeat case in
`server/src/__tests__/heartbeat-workspace-busy.test.ts`: an old-release
child bound to its running parent's workspace in a sandbox environment
runs to `succeeded` with no `workspace_busy`, gets a new workspace, and
the parent run and binding stay unchanged. It fails on `master` (the
child waits with `workspace_busy`).
- Updated tests that asserted the old inheritance in
`issues-service.test.ts`, `task-workspace-binding.test.ts`,
`chat-project-tools.test.ts`, `task-workspace-child-trust.test.ts`,
`heartbeat-git-restore-point-resume.test.ts` (a child bound to a closed
parent's expired workspace now starts from the project base and leaves
the parent's restore point alone), and
`ui/src/lib/subIssueDefaults.test.ts`. Remote-workspace reservation,
continuation and writer-wait suites now seed the older-release shared
shape directly (or an unrelated explicit share), so those safety paths
stay covered.
- `npx vitest run` on the changed suites and about 45 related server
suites (heartbeat workspace, recovery admission, issue routes, routines,
plugins), `ui` `subIssueDefaults` and `NewIssueDialog` tests, `pnpm
check:token-gates`, `pnpm -r typecheck`.

- New
`server/src/__tests__/heartbeat-subtask-acquired-repository.test.ts`: a
project with no project workspace, a parent whose task files hold an
acquired repository with an unmerged change, and a child (new, and the
older-release shape bound to the parent's workspace) that runs to
`succeeded` in its own task files with a fresh clone at the project base
and its own ready repository receipt. The parent's checkout keeps its
change. Both cases fail on the previous head with "needs a project /
project workspace".

## Risks

- **Project-level configuration still applies to children exactly as to
top-level tasks.** In a project configured for `shared_workspace`, every
task (top-level or child) uses the project's one folder under the
existing shared-workspace concurrency policy. A branch that the project
itself pins applies to every task in the project. This PR removes only
the parent-to-child carry-over of the realized workspace; it does not
change those project defaults.
- **Standalone follow-ups that an older release bound through
`inheritExecutionWorkspaceFromIssueId`** are migrated only when the
source is in their recorded lineage (parent or privacy parent). Others
keep their explicit share and the existing writer-wait serialization.

- **Behaviour change for agents that relied on a shared checkout.** A
child or follow-up no longer sees the parent's unpushed or uncommitted
changes. Agents must push or merge code they want a subtask to build on.
The skill and onboarding text now say this.
- **Explicit ancestor workspace ids are silently dropped** instead of
rejected, so older clients do not break. The task gets an independent
workspace.
- **First run of a migrated child starts from the project base.** If an
older child had uncommitted work in the parent's workspace, that work
stays in the parent's workspace and is not copied into the child's new
workspace.
- **Admission adds one indexed read** for tasks with a parent and a
bound workspace; the locking transaction and ancestor query run only
when the bound workspace was created by another issue.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (file edits, shell, test execution) and
extended reasoning.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 18:34:09 -06:00
DottaandClaude Opus 5.5 5f1b1bb81d fix(recovery): continue from the last save when a retained source cannot be verified (#19867)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When a native run cannot save its files, a retained-file recovery
hold blocks the task until the worker saves them from the retained
sandbox.
> - The worker verifies the recorded source strictly. This includes the
reusable-lease chain of the sandbox.
> - A reusable sandbox chain can cross from a parent task into a child
task. The check then refuses the source with
`allocation_ownership_ambiguous` on every attempt.
> - Retry repeats the same refusal. The task stays blocked by three
gates: the saved-work wait, the repair flag and the remote writer hold.
The only text left tells a person to inspect the run and its
environment.
> - The source check must stay strict. Recovery must still work without
a person.
> - This pull request adds an automatic fallback: the task continues
from its last committed workspace save, the unverified files are
attached to the task but never applied, and the unverified workspace
epoch is abandoned so its root is never reused.
> - The benefit is that tasks with an unverifiable retained source
continue by themselves, with no lost saved work and no admin action.

## Linked Issues or Issue Description

Refs #19840 (removes the "inspect the run and its environment" text and
keeps Retry; this change removes the need for that Retry).

**What happened?**

A child task ran in a reusable sandbox that it inherited from its parent
task. The run saved a checkpoint, wrote more files, and then failed to
save them. Retained-file recovery refused the source with
`allocation_ownership_ambiguous`, because the lease history of the
sandbox crosses into the parent task. The hold was exhausted after one
attempt. Retry made a new generation that failed the same way. The task
stayed blocked with `saved_work_recovery_failed`,
`workspaceRepairRequired: true`, and the failed run still the dirty
writer of the workspace. A second task had a stale exhausted hold for a
run whose files a sibling recovery action had already saved. That hold
also kept the task from continuing.

**Expected behavior**

Recovery works without a person. When the source cannot be verified, the
task continues from its last saved version. The unverified files are not
applied, but they stay available. A stale hold whose files were already
saved settles as recovered.

**Steps to reproduce**

1. Use a native run with a remote workspace whose reusable sandbox lease
history includes a lease of another task.
2. Let the run save a checkpoint, write more files, and fail its final
save.
3. Let retained-file recovery run, or press Retry.
4. Before this change, the hold is exhausted with
`allocation_ownership_ambiguous` and the task stays blocked.

**Paperclip version or commit**

Observed on deployed builds that include `630411af53`. Holds saved by
the Nov 3–6 releases have this shape.

## What Changed

- New `server/src/services/workspace-recovery-fallback.ts`:
- `continueFromLastSavedWorkspace` runs when a hold is exhausted by a
permanent source refusal: `allocation_ownership_ambiguous`,
`source_binding_invalid`, `source_unavailable` or
`historical_source_missing` with retry class `service_required` or
`use_alternative_strategy`. It applies only to remote workspace sources
in the `prepared` state.
- Quarantine (secrets omitted under the workspace file policy: `.env`,
keys, repository metadata, dependency directories): if the retained root
is readable, the worker copies it with the existing read-only capture
(no write to the sandbox), converts it to a `.tar`, stores it, and
attaches it to the task as `unverified-files-run-<runId>.tar`. A
`workspace_recovery_quarantine` operation records it as `verified:
false, applied: false`. If the root is not readable, the worker records
a closed reason label.
- Stop proof: every allocation of the source run must carry a provider
stop receipt. A missing receipt is obtained through the same stop-only
cleanup as normal recovery (`prepareSandboxStopAndRetain` /
`prepareHistoricalSandboxStopVerification`,
`retryPendingSandboxTeardown`, `settleStopOnlyCleanup`). A sandbox that
another lease holds (`active` / `pending_cleanup`) is never read or
stopped from here; the hold waits.
- One transaction (lock order: task, coordinator, run, recovery action,
workspace) re-checks all facts including the stop receipts, abandons the
epoch, resolves the hold with the named outcome
`retained_source_unverifiable_continued_from_last_saved`, records an
`executionReconciliation` decision with `retainedSourceFallback`, and
denies native replacement. A Blocked task belongs to the hold only while
the hold's own `workspaceFinalizationBlock` receipt still owns that
status version, or, for receipt-less holds saved by older releases,
while the block was set by the run's terminal failure (within its
finalization window) and no status decision followed. Only then is the
task restored to `todo` and a continuation scheduled; a newer block is
kept and no continuation starts. The decision carries machine
`workspaceRepairEvidence`, which the reconciled admission requires for
runs with a restore failure.
- Continuation: with no waiting user input, the hold uses
`continuationDelivery: "pending"`, so the existing reconciled delivery
starts one continuation. Waiting user input continues the task itself
(`not_requested`), so there is never a second continuation.
- Agent note: the decision's `outcomeEvidence` (part of the
continuation's recovery outcomes) says that the run's unsaved changes
could not be verified and were not applied, where the attached copy is,
that the agent should check what to redo, and that completed external
actions must not be repeated.
- `settleSiblingRecoveredHold`: an exhausted hold whose run has a
verified repair receipt from a different recovery action settles as
recovered. It runs for every exhausted hold, including adoptable native
sources. A sibling marked recovered whose receipt no longer verifies
records a permanent deferral, so discovery does not reselect it.
- Deferral: when the fallback cannot settle yet, the hold records
`retainedSourceFallbackCheck` (reason, generation, count). Transient
reasons (live writer, running operation, missing stop, sandbox in use,
pending status effect, lock busy, storage failure) are checked again
after 5 minutes, at most 12 times. Permanent reasons (uncertain external
action, non-remote source) wait for new input, Retry or a new
generation. Storage or database failures after a successful read are
retryable and never recorded as "unreadable".
- New `server/src/services/workspace-recovery-fallback-discovery.ts`:
SQL for pending and due fallbacks. `retainedWorkspaceCandidates` (the
production worker's obligations sweep) and `nextWorkspaceRecoveryAt`
(its scheduler) include them, so the worker reaches old holds without
saved input.
- New `server/src/services/remote-workspace-epoch-abandonment.ts` (kept
out of `remote-workspaces.ts`, which is near 1,000 lines): authority
transition `abandonUnverifiedRemoteWorkspaceEpoch`. It clears the writer
and the dirty flag, keeps `snapshotId`, drops `location`, advances the
epoch, clears `providerRef` and the migration root, and records the
abandoned epoch. The next preparation restores the last save into a new
`<workspace>-<epoch>-<lease>` root.
- `server/src/services/workspace-recovery.ts`: hooks. An exhausted hold
first tries the sibling settlement, then the fallback (under the
existing workspace ownership lock). A fresh permanent refusal in an
attempt runs the fallback in the same pass, under the same ownership.
- `remote-workspace-transport.ts`: export the existing read-only
capture.
- `packages/shared`: optional `retainedSourceFallback` on
`ExecutionReconciliation`.
- `doc/execution-semantics.md`: document the fallback.
- No new polling or worker: the fallback runs inside the existing
retained-workspace recovery pass
(`rules/sleep-aware-background-work.mdc`).

Safety:

- The cross-task lease check (`retiredReusableLeasePredecessors`) is
unchanged and stays strict. Unverified files are never applied.
- No second executor: the source run, its controller and its finalizer
must be stopped. A live writer of the task or workspace, or a running
workspace operation, keeps the hold.
- No repeated external side effects: pending status effects,
non-completed or unknown API receipts, and uncertain tool invocations
keep the existing reconciliation path. The continuation keeps the
existing API receipt fences.
- Never overwrite another run's files: only the exact epoch that the
failed run wrote is abandoned, and the old root is never reused.
- Bounded and idempotent: a settled hold is never revisited. The
quarantine record is reused. A changed generation or revision leaves the
hold unchanged.

Previous-release story (`rules/upgrade-safe-run-state.mdc`): holds saved
by earlier releases carry forward. A hold saved by the Nov 3–6 releases
(`systemRecovery` exhausted with `allocation_ownership_ambiguous` /
`service_required`, board owner, old admin text) takes the fallback on
the next worker pass after deploy (restart sweep, Retry, or a new
message). No migration is needed. Refusals that do not qualify keep
today's behavior. The only new persisted shapes are additive:
`retainedSourceFallback` and `siblingWorkspaceRecovery` on the hold,
`remoteWorkspaceAbandonedEpochs` on the workspace, and a
`workspace_recovery_quarantine` operation. Earlier releases ignore them.

## Verification

- `cd server && npx vitest run
src/services/workspace-recovery-fallback.test.ts` — 15 tests:
- cross-task hold, saved by the previous release and refused fresh:
continues from the checkpoint snapshot, the quarantine `.tar` holds the
unverified file, the epoch is abandoned, `getExecutionBlocker` is
`null`, the task is `todo`, explicit continuation is not blocked by
`saved_work_recovery_failed` or `workspace_repair_required`, one
reconciled continuation is delivered, and the next writer restores into
a new root while the old root keeps its files;
  - unreadable root: continues and records the reason;
- idempotency: a second pass changes nothing and delivers no second
continuation;
  - waiting user input: no second continuation;
- negatives (live writer, pending side effect, uncertain external
action, sandbox held by another lease): the hold stays, the authority is
unchanged, nothing is attached or delivered, the deferral reason and
recheck time are recorded;
- an allocation without a stop receipt is stopped (stop-only) before the
hold settles;
- the production worker (`reconcileRetainedWorkspaces` with
`obligationsOnly`) and `nextWorkspaceRecoveryAt` discover and settle an
old hold with no saved input; a transient deferral is not revisited
until due, then settles;
- an old-release hold without a Blocked receipt keeps its status; a
current hold with the receipt is restored to `todo`;
- stale exhausted hold with a sibling-saved receipt settles as
recovered; one whose sibling receipt no longer verifies is recorded and
no longer discovered;
- a newer Blocked decision is kept and no continuation is delivered,
while the file hold settles;
  - the attached copy omits `.env` and key files.
- RED: with `workspace-recovery.ts` and `system-recovery.ts` reverted to
master, all tests fail.
- Regression suites pass: `workspace-recovery-warm-handoff`,
`workspace-recovery-retry-copyback`,
`workspace-recovery-preparation-gates`, `workspace-recovery-source`,
`task-retry`, `execution-blocker-read` (288 tests), and
`workspace-recovery-admission`, `workspace-recovery-preparation*`,
`remote-workspaces.integration`, `native-failed-workspace-recovery`,
`remote-workspace-transport`, `workspace-restore-repair-route` (683
tests).
- `server` typecheck passes.

## Risks

- A task now continues without the unverified changes of its failed run.
The agent receives a note and the attached copy, so it can redo or
re-apply the work. This replaces an indefinite block.
- Abandoning an epoch on a workspace shared with a parent task also
moves the parent to the last save. This is correct: the unverified
changes are not part of the saved lineage.
- Clearing the migration root means sessions bound to the old root start
fresh. The fallback continuation already forces a fresh session.
- The quarantine capture reads a sandbox that can be shared with another
task. It writes nothing there, and it verifies the copy against
inventories taken before and after.

## Model Used

- Provider: Anthropic. Model: Claude Opus 5.5 (`claude-opus-5-5`), with
tool use (shell, file edits, read-only browser for API inspection) in
Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 18:34:05 -06:00
Dotta eb7c7b083a Recover Muse verification after contact, restart and access restoration (#19909)
## Thinking Path

> - Paperclip manages AI agents and their work under company access
rules.
> - Muse readiness uses a saved connection, receiver contact and an
authenticated challenge reply.
> - A failed challenge write could leave a saved contact with no later
recovery trigger.
> - A server restart or restored access must recover that contact under
current authority.
> - This pull request uses the existing delivery coordinator and saved
Muse state for recovery.
> - It keeps the normal receiver schedule, authorization checks and real
deadlines.
> - It lets eligible verification recover and lets idle verification
stop work.

## Linked Issues or Issue Description

**What happened?**

The first Muse receiver contact could persist while readiness challenge
creation failed. The contact then had no durable retry or startup
recovery path. Later membership, lifecycle or feature restoration could
also leave pending verification without a notice.

**Expected behavior**

Retry a temporary failure through the existing worker. Recover pending
contact after restart. Recheck the current company, agent, operator,
credential and binding generation before issuing a challenge. Stop
verification work while it is ineligible or complete. Do not revive
revoked credentials.

**Steps to reproduce**

1. Use the normal invitation and OAuth registration, PKCE and token
flow.
2. Send one receiver contact and let its normal persistence schedule
run.
3. Fail the first readiness challenge operation before it commits.
4. Observe whether the existing worker retries without another contact
or a manual Verify action.
5. Restart the App with a new database owner. Check that it creates one
usable challenge from the saved contact.

**Paperclip version or commit**

The causal baseline test used the unchanged production implementation at
`90148317b2a447794ff29a4acae5648ad11a9770` plus its normal fixture. The
accepted positive test used `9d383041028776ad8469ac4af3fe14ba6c369425`.
The initial published head was
`fe518c9b72504daf6374225987f24d45bc7bcf75`. The lease/auth correction
was locally qualified at `cfd515a207416097fe8b586277d70c4fd4a679fa`. The
current candidate is `6efe722e7eb1e22acd466125c7b4a627611d0273`; its
added Cloud actor fixture correction passed the full normal owning
program and all 35 tests. Its current normal build, lifecycle owner
controls, healthy-wait and restoration measurements are described below.
Earlier results below are bound to their stated revisions.

Related public changes: Refs #19819 for original-principal
authentication. Refs #19750 for the transaction-owned external feature
read. These are related foundations, not duplicate fixes. The current
Muse title and head-branch searches found no duplicate
contact-verification recovery PR. Related maintenance work is #17000 and
terminal assignment settlement is #17793.

## What Changed

- Add a typed, exact-binding verification notice through the existing
Muse delivery queue.
- Register the first-contact notice before its durable write in the same
transaction.
- Recover pending contact from saved state at startup. Retry temporary
failures through the existing scheduler.
- Recheck current feature, lifecycle, credential and access state after
commit. Park unavailable authority without recurring verification scans.
- Add narrowly scoped notices to the existing access, lifecycle,
configuration, company, budget and settings write owners.
- Save a healthy lifecycle verification wait in the existing operation
JSONB. Keep generic unresolved-work and error retries unchanged.
- Commit authenticated confirmation and its lifecycle recheck in one
transaction. Retain a raced recheck under the active lease, and recover
saved waits once at startup.
- Retain a committed lifecycle recheck while an expired attempt still
owns the row, so its late wait cannot park accepted confirmation.
Replacement claims keep their existing owner fence and fresh fact read.
- Keep the receiver gap, persistence and per-segment contact limits
unchanged.
- Add real App OAuth, failure, retry, restart, challenge and quiet
evidence. Add two normal-route restoration tests.
- Document recovery, reconnect requirements and the existing
connected-receiver sleep restriction.

## Verification

- Causal baseline: the real invitation and OAuth flow saved one contact.
The first challenge operation failed. The normal test failed because it
observed one verification attempt instead of a retry. No setup or
cleanup failure was counted as this regression.
- At `9d383041`: normal own Shared/SDK, DB with migration 0441 assets,
Runner TypeScript core and surfaces, module boundaries, and all seven
normal App programs passed. One new redundant role comparison first
failed typecheck; that diagnostic remains recorded and the corrected
full App gate passed.
- At `9d383041`: all 17 maintenance component tests passed with zero
skips. All original deadline, rollback, drain, terminal settlement and
startup controls remain.
- At `9d383041`: the one normal App case passed. Real OAuth authorized
one receiver signal. A retry occurred about 5.01 seconds after the first
failure. A new Db/App owner created one challenge, advanced revision 2
to 3, and accepted authenticated confirmation and mailbox ACK. Query
instrumentation had an active positive control. All measured query,
callback, session and verifier counters stayed equal across the
unchanged scheduled 15-second quiet window. Token revocation and
old-token/signal rejection passed.
- Known App, worker, HTTP and database owners closed without cleanup
errors. The tests used bounded local PostgreSQL and HTTP fixtures. They
did not call a live Muse model.
- Current integrated semantics: the full normal App driver completed all
programs. Only a new test callback had two undefined-value diagnostics.
An explicit defined-value guard corrected that test. The full 416-root
owning program then passed with empty diagnostics. A separate collector
incorrectly required an explicit child `noEmit` field; the normal
inherited setting was verified without repeating the compiler. The
original failures remain recorded.
- The first restoration run failed both cases. Permission parking
recorded 120 main-pool queries without more verifier calls. The
lifecycle counter recorded two denials without their exact scope. These
observations remain unexplained at the individual-query/call level.
Source separately shows a lifecycle readiness retry every two seconds
while the real external reply is absent.
- At `fe518c9b`: normal Shared/SDK and DB producers, module policy, all
seven full App programs, and all 33 pure diagnostic controls passed. The
lifecycle owner file passed all 19 cases, including both
confirmation/park orders, rollback, duplicate notices, startup recovery
and authority controls.
- At `fe518c9b`: the normal OAuth failure/retry/new-Db reconstruction
case passed. Its new healthy-wait window measured 15,002 ms with
unchanged total activity before genuine confirmation; the existing ready
quiet and revocation checks also passed.
- At `fe518c9b`: both normal restoration tests passed in Vitest.
Ordinary viewer-to-operator restoration and Pause/Resume recovered the
same binding, grant and single contact; each committed one challenge and
advanced revision 2 to 3. All six parked, restored and revoked/disabled
quiet windows measured at least 15 seconds with active positive read
controls and unchanged total queries, callbacks, sessions and verifier
calls. Both cleanups passed.
- The restoration wrapper still recorded failure: it required lifetime
lifecycle denial count zero, whereas the measured count was one before
the parked quiet window. The reviewed fixture explicitly permits a
current-authority denial from an earlier observation and requires no
committed challenge before restoration. Precise denial timing relative
to Pause was not serialized. The original wrapper failure is retained;
no rerun or retrospective explanation of the earlier failures is
claimed.
- Review exposed an expired-lease race. The added real-store baseline
test failed after the late defer restored `waitingForSignal`; no setup
or timeout was counted as the regression. On `cfd515a`, the whole
lifecycle owner file passed all 20 tests, including that case. The full
normal production declaration program (1067 roots), verification program
(662), and auth owning program (405) passed; all 1942 declarations
remained byte-identical.
- The original remote auth-session shard failed three tests because
their partial query adapters lacked the new binding query's
join/order/limit chain. A fixture-only correction preserved the real
notifier and existing authorization assertions. All 12 auth-session
tests passed locally.
- Complete remote inspection also found 33 failures in the 35-test Cloud
actor fixture with the same missing `innerJoin` method and downstream
incomplete-auth assertions. Its original full log and exact synthetic
Source comparison are retained. At `6efe722e`, the three-line fixture
adapter repair passed the complete normal 662-root test program and the
whole 35-test file with zero failures or skips. All existing lock,
authorization, settings, debounce and unfinished-auth assertions remain.
- The earlier healthy/restoration quiet measurements remain bound to
`fe518c9b`. Those steady 15-second windows did not exercise a
still-owned attempt passing its 120-second lease. The targeted
expired-owner regression qualifies that new boundary; it is not a fresh
measurement of the earlier windows.
- The initial `fe518c9b` remote gates failed the auth fixtures and
reported a Greptile 4/5 P1. The aggregate failure reported the
underlying shard. Those actual causes were fixed and qualified above.
- Current `6efe722e` remote gates completed with **57 successful checks
and three explicit skips**. The full latest edited Greptile summary is
**5/5**, explicitly reviews this exact head, and has no new finding. The
original P1 thread is resolved. All general, inline and nested review
pages were read.
- One current-head CI attempt timed out after 30 seconds in the Runner
evidence/privacy file, with 6,864 passes and one failure. That file and
its transitive inputs are byte-identical to the CI base. A separate
local diagnostic preserved every assertion and the original timeout, ran
the full normal Runner test project and the entire 41-case file, and
passed all 41 with zero skips. Its private bounded timing records
measured the target body at 74 ms. The diagnostic was then removed,
restoring the exact original test. This is local recovery evidence; the
original CI stalled await was not recorded and its cause remains
**unproven**.
- One retry of only the failed jobs on the unchanged head passed the
Runner support suite and dependent aggregate verification. The complete
second attempt and original failure logs are preserved. No test,
timeout, privacy guard or product code was weakened. This result does
not turn the original timeout into an explained failure or a diagnosed
flake.
- Full recursive typecheck, full `test:run` and a full release build
were not repeated locally. The normal full App programs, focused
producers and tests above passed, and the required current-head remote
gates passed. Final review is against the exact unchanged head; local
quiet remains separate from deployed suspension.

Reviewer commands use the normal project entry points: `node
server/scripts/typecheck-layers.mjs`, the whole
`server/src/services/muse-maintenance.test.ts` file, and both normal App
PostgreSQL files. PostgreSQL fixtures require explicit owned
fixture/admin URLs and normal migrations before imports. Run the files
serially with one worker. The private controller retains exact Source,
output, worker and owner-closure receipts.

## Risks

- Missing or early producer notices could lose a restoration trigger.
Notices stay in the transaction that commits the write. The worker
checks current authority after commit.
- A stale notice must not grant access. Binding generation, current
membership, company, agent and credential checks remain authoritative.
Revoked credentials require reconnecting.
- The change adds no table, migration, alternate task queue or periodic
verification scan. It adds two optional fields to existing lifecycle
operation JSONB. Generic pending/error deadlines, setup holds and manual
repair remain obligations.
- Confirmation can race with an active verification attempt. The park
compare-and-set must retain the durable recheck. Startup recovery uses a
fixed cutoff and keyset pages; it must not become another recurring
scan. Wrong company, stale version, pause and revoked credentials must
stay fenced.
- The connected receiver still has its documented tenant-sleep
restriction. Worker quiet is not proof of deployed suspension or
external wake.
- The normal challenge reply is sent by an authenticated protocol
fixture. Live Muse background replies, cost/usage, full Muse lifecycle
and full hosted Dot behavior remain unqualified. Partial Dot profile ACK
and unsigned-device cutover stay withheld.
- Restoration coverage for the additional company, budget, configuration
and feature producers remains a separate qualification obligation. This
pull request does not mark the whole hosted area complete.

## Model Used

OpenAI `gpt-6.1-sol` authored the implementation and tests with local
code and tool use. A GPT-6-based Codex coordinator reviewed the changes
and owns integration. Its exact underlying model ID is not exposed.
Context window sizes are unavailable. No context size is inferred.

## 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
2026-11-07 16:41:15 -06:00
DottaandClaude Opus 5.5 adb7633d7b fix(status-cards): give agents the person's restore route when archiving a card (#19903)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Status cards are saved summaries of company work. People and agents
can archive and restore them.
> - A person asked a chat agent to archive a card "to reuse it next
quarter". The agent archived it correctly.
> - The archive response had no board route, and the PATCH operation had
no description. The completion guidance tells agents not to guess
routes.
> - So the agent told the person to restore the card "by clearing
`archived`". That is an API instruction, not a route a person can use.
> - This pull request gives single-card responses an `href` to the
Status page and documents archive and restore on the PATCH operation.
> - The benefit is that an agent can give the person a usable link and a
true account of restore, which starts a fresh summary.

## Linked Issues or Issue Description

**What happened**
A chat agent archived a status card. Its reply told the person to
restore the card by clearing `archived` on the card. It gave no link to
the place where a person restores it.

**Expected behavior**
The reply links the card on the Status page, where a person can show
archived cards and click Restore. It also says that restore starts a
fresh summary.

**Steps to reproduce**
1. Enable status cards and create a card as an agent.
2. Ask the CEO agent in chat to archive the card for later reuse.
3. Read the reply. It has no usable restore route, because `PATCH
/api/status-cards/{id}` returns no `href` and has no description.

## What Changed

- `POST /api/companies/{companyId}/status-cards`, `GET
/api/status-cards/{id}` and `PATCH /api/status-cards/{id}` now return
`href`, the company-scoped Status page route for the card.
- The shared `statusCardSchema` has an optional `href` field.
- The `PATCH /api/status-cards/{id}` OpenAPI operation has a
description. It says that archive keeps the card and its history, that a
person restores it on the Status page with the returned `href`, and that
restore starts a fresh full summary.
- The create route reads the company issue prefix before it creates the
card. A failed link lookup can not delete a card whose compile task is
queued.
- Regression tests cover the `href` on the archive and get responses,
the new PATCH description, and a failed prefix read on create (no card
and no task are left).

## Verification

- `pnpm exec vitest run server/src/__tests__/status-cards.test.ts
server/src/__tests__/openapi-routes.test.ts` (71 tests pass). The new
create-route test fails on the first commit and passes on the fix.
- End to end: the chat eval `status-cards.archive-card` runs with this
change on an eval branch. The result is in the eval report for that
case.

## Risks

- Low risk. The change adds one optional response field and one
description. List responses do not change. The UI ignores the new field.
- Each single-card response does one more small company read for the
issue prefix. On create, this read occurs before the card exists, so its
failure leaves nothing behind.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 16:28:11 -06:00
DottaandClaude Opus 5.5 fc6e1b0346 perf(native): keep local Codex and OpenCode runners warm by default (#19888)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When someone messages an agent, the turn must start fast. Time to
first token (TTFT) is a first-class metric.
> - The Phase 0 baseline (#19846) found that every local turn launches a
new runner and loads the provider session again, because `per_turn` is
the default lifecycle. That made a follow-up message slower than a new
task.
> - Warm runners keep the runner and provider session alive between
runs. #19874 fixed the defect that broke warm OpenCode follow-ups, and
#19879 bounds an idle warm runner whose controller dies.
> - This pull request makes warm the default for local Codex and
OpenCode agents, and migrates existing agents that only carried the old
creation default.
> - The benefit: follow-up TTFT p50 drops from 12.0 s to 4.7 s (Codex)
and from 21.7 s to 4.2 s (OpenCode), with no new restart-chaos failures.

## Linked Issues or Issue Description

Refs #19846 (TTFT baseline), #19852 (startup sub-spans), #19874 (warm
completion contract), #19879 (warm reconnect grace).

**What existing behavior does this improve?**
The default runner lifecycle for native agents, and how a follow-up
message starts.

**Current behavior**
Agent creation writes `lifecycleMode: "per_turn"` into every native
agent. Every follow-up launches a new runner and restores the provider
session: 4.2 s (Codex) and 16.3 s (OpenCode) at p50 before the turn
starts.

**Proposed behavior**
New native agents store no lifecycle. On a local target, an unset
lifecycle resolves to `warm` with the default 5-minute idle window for
Codex and OpenCode. Other harnesses, remote targets and managed
providers without warm support stay `per_turn`. An explicit choice
always wins. Migration 0443 clears the stored creation default from
existing agents, except where an edit set "Turn by turn" explicitly.

**Reason and benefit**
Measured locally (`doc/plans/2026-11-07-warm-follow-up-ttft.md`). Warm
follow-ups are 2.6–5× faster for Codex and OpenCode, and restart
recovery latency is equal or lower.

## What Changed

- `native-lifecycle.ts`: an unset `agentMode` resolves to warm (5-minute
idle window) for local `codex_app_server` and `opencode_server` agents.
`runtime-selection.ts` passes `localTarget`. Explicit `per_turn` or
`warm` wins. An admitted session keeps its persisted policy. ACPX Claude
stays `per_turn`: it relaunches its provider process on every follow-up
by design, so warm did not shorten its follow-up (10.7 s warm vs 10.5 s
per_turn).
- Creation and configuration writes no longer store `lifecycleMode:
"per_turn"` for Codex, Claude or OpenCode. This covers
`normalizePaperclipRunnerAdapterConfig` (runs on every create and
update), `paperclipRunnerTransitionConfig` (switching to the native
runner), `agent-runner-selection.ts`, `codex-local` `build-config.ts`,
and the simplified new-agent setup (`paperclipRunnerCreationLifecycle`
in `@paperclipai/shared`). Grok, Pi and Cursor keep their explicit
value.
- Agent form: the Runner lifecycle field shows the unset state as
"Automatic". "Turn by turn" and "Warm session" remain.
- Migration `0443_native_warm_follow_up_default.sql`: clears
`lifecycleMode = 'per_turn'` from native Codex, OpenCode and Claude
agents unless `agent_config_revisions` shows an edit that set it to
`per_turn`. Each migrated agent gets an `agent.updated` activity entry
with the old value (`actor_id =
migration:native-warm-follow-up-default`). Creation records no revision,
so a "Turn by turn" pick made at creation cannot be told apart from the
old default. The product owner approved migrating those agents. Claude
agents follow the default, which is `per_turn` today.
- Restart chaos harness and TTFT driver: `--lifecycle
per_turn|warm|default` (saved in the wave plan). `default` removes the
catalog's pinned lifecycle, so a wave exercises the real default path.
- Docs: `doc/DEVELOPING.md` "Runner lifecycle default", and the results
in `doc/plans/2026-11-07-warm-follow-up-ttft.md`, which also documents
baseline finding 4 (Claude's resumed turn-start gap is ACPX's per-turn
process generation, not the provider).

## Verification

- `server`: `native-lifecycle.test.ts` (new default cases: local Codex
and OpenCode warm, Claude, remote, unknown target, unmeasured harness,
managed Claude, admitted per-turn session, explicit choices, non-native
adapter), `agent-runner-selection.test.ts`, `runtime-selection.test.ts`
(335 pass).
- `packages/db`: `native-warm-follow-up-default-migration.test.ts` on
embedded Postgres. Default agents are cleared, the explicit edit is
kept, other harnesses and legacy adapters are untouched, audit rows are
written once, and a rerun is a no-op. Without the explicit-edit filter
the test fails. `check:migrations` passes.
- `codex-local` `build-config.test.ts` (65), `ui`
`config-fields.test.tsx` (40), restart-chaos unit tests (134), `tsc
--noEmit` for `server`.
- `adapter-utils` `paperclip-runner-lifecycle-default.test.ts`:
configuration writes and adapter conversion store no lifecycle for
Codex, OpenCode and Claude, keep `per_turn` for the others, and preserve
explicit choices. It fails without the fix.
- End-to-end default check on this branch (`ttft-baseline.ts --lifecycle
default`, codex and opencode, 2 samples): the agents read back with no
stored lifecycle, and every follow-up reused the runner and provider
session (no `runner.process.launch`). Follow-up TTFT was 3.6–4.8 s. This
check found the per-write `per_turn` injection fixed here.
- Restart chaos (codex and opencode, A1/B1/B5, K1/K2/K6, seed 4242), 8/8
PASS each with no open signatures: forced warm, forced per_turn, and
`--lifecycle default` on this branch (agents created without a
lifecycle).
- `pnpm verify` selects broader CI (harness config is a global input),
so required CI supplies the broad coverage.

## Risks

- Behavior change: local Codex and OpenCode agents keep a runner and
provider process for up to 5 minutes after a run. Instance sleep waits
for that idle window. The process is reaped by the idle timer, by
graceful shutdown, or by the #19879 reconnect grace if its controller
dies.
- Migration: agents whose "Turn by turn" was chosen at creation become
Automatic. The activity entry records the old value; choosing "Turn by
turn" restores it.
- Previous-release story (`rules/upgrade-safe-run-state.mdc`): a task
session keeps the lifecycle policy it was admitted with, so sessions
saved before this change stay `per_turn`. New sessions get the default.
No run, checkpoint or launch state changes shape.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 14:37:36 -06:00
DottaandClaude Opus 5.5 f439150cb3 fix(recovery): limit the null-host owner fallback to single-host servers and record each use (#19883)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #19868 and #19871 made restart recovery judge a recorded pid only in
the PID space that recorded it
> - Rows saved before those host columns existed have no recorded host.
They kept the previous local dead-pid proof, so in-flight native runs
would not be stranded at upgrade
> - On an ephemeral (multi-host) server that fallback is unsafe: the row
may have been written on another host
> - This pull request limits the fallback to single-host servers,
records every use, and gives ephemeral servers a working board action
> - The benefit is that single-host upgrades still recover on their own,
multi-host servers never accept a cross-host proof, and the next release
can remove the fallback with evidence

## Linked Issues or Issue Description

**Bug description**
After #19868 and #19871, a `native_run_finalizations` row with
`controller_host_hash = null`, or a run with `process_host_hash = null`,
still accepted "the pid is dead here" as proof on every server. That
includes an ephemeral server, where the row may come from another host.
Nothing recorded how often the fallback was used, so it had no safe
removal path.

**Expected behavior**
- Single-host server: the fallback applies for one release, and each use
writes a `legacy_host_unknown_dead_pid_proof` activity-log entry.
- Ephemeral server (`PAPERCLIP_EPHEMERAL_SERVER=true`): the row is
unprovable, and the board has an action to confirm the previous server
stopped.
- A mismatched host is always unprovable.

Refs #19868, #19871, #19846

## What Changed

- `native-restart-recovery.ts` `evaluateNativeControllerTakeover`:
- A coordinator row with `controllerHostHash: null` returns
`controller_host_unrecorded` when `ephemeralServerEnabled()` is true.
- Otherwise a pid proof from that row carries `legacyHostFallback:
true`.
- `operator_attested` is accepted as proof
(`operator_attested_controller_stopped`).
  - Receipt-built owners, which have no host key, are unchanged.
- New `recordLegacyHostFallbackProof` writes the activity-log entry. It
is not a run-log event: run events are progress evidence for restart
recovery's crash-loop credit, and the record must not change any
recovery decision. It is called from restart recovery, the
dead-controller result-lease release, native retirement, and remote
warm-session recovery.
- New `native-controller-host-recovery.ts`:
- `requestNativeControllerStopConfirmation` (board-owned
`native_controller_host_unverified` recovery action, idempotent, never
displaces another active action).
- `confirmNativeControllerStopped`. It verifies the exact recorded
controller and stamps `operator_attested` with compare-and-set. It then
resolves the action, wakes live-run recovery, and logs
`issue.native_controller_stop_confirmed`.
- Route `POST /issues/:id/recovery-actions/confirm-controller-stopped`.
It is board-only and requires `runtime:confirm_owner_stop`. Generic
`restored`/`false_positive` resolution of this cause is refused. A
shared `confirmNativeControllerStoppedSchema` validates the body.
- UI: `WorkspaceExportRecovery` reuses the "Confirm the previous server
stopped" control for this cause, and the generic recovery card hides it.
Adds the `issuesApi.confirmControllerStopped` client call.
- `recovery/service.ts` orphan reaper: a null `process_host_hash` is
judged only when not ephemeral. A successful use records the entry
best-effort, after the terminal write. On an ephemeral server the run is
left to its existing Stop control.
- `ephemeralServerEnabled` moves to a leaf `ephemeral-server-mode.ts`
(re-exported by `ephemeral-server-contract.ts`). Importing the contract
module from recovery code created an import cycle in the runner child
process.
- The new route is registered in OpenAPI.
- `doc/execution-semantics.md`: documents the host rule and the
one-release sunset.

## Verification

- `native-restart-recovery.test.ts`: null host on a single-host server
is released with the flag. Null host on an ephemeral server is
unprovable. A mismatched host is unprovable in both modes. An attested
controller is accepted. Receipt owners are unchanged.
- New `native-controller-host-recovery.test.ts` (embedded Postgres):
  - The fallback writes the activity-log entry and no run event.
  - Ephemeral mode creates exactly one board action.
  - A wrong run id is refused.
- Confirmation stamps the attestation, after which takeover is allowed.
The action resolves and the activity is logged. A second confirmation is
refused.
- `recovery-stale-issue-lock-sweep.test.ts`: on a single-host server a
null host is terminalized and records one event. On an ephemeral server
it is left alone with no event. The existing audit-failure case still
clears the lock.
- `WorkspaceExportRecovery.control.test.tsx`: the controller
confirmation posts to `confirmControllerStopped` and never to the
copyback endpoint.
- Locally: these suites plus `remote-warm-session-recovery`,
`native-controller-recovery.integration` and
`native-startup-cleanup-recovery` (136 passed), and after the CI fixes
`native-runner-restart-preparation` and `native-runner-restart-recovery`
integration, `openapi-routes` and the suites above (256 passed); the UI
recovery suites (52 passed); `node scripts/typecheck-layers.mjs` with no
errors in the touched files; `pnpm check:token-gates` clean.

## Risks

- Previous-release story: no schema change. Null-host rows saved by
earlier releases recover as before on single-host servers, now with an
event, and wait for the board on ephemeral servers. The next release
removes the fallback; the event count shows whether any rows remain.
- On an ephemeral server, a null-host orphaned run process is not reaped
automatically. The operator uses Stop. That is the intended "unprovable"
outcome.
- A board confirmation is an attestation. It applies only to the exact
recorded controller (boot id + pid) and only while the host is still
unrecorded.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 13:25:47 -06:00
377bc87df1 feat(connectors): show and select personal AI account defaults (#19845)
Show a crown on each saved personal AI provider default. Add a provider-specific menu action to other eligible accounts. Share saved-state queries, block duplicate writes, and keep the saved crown until a write succeeds.

Keep account details available for accessible grants. Show session lookup errors with Retry. Resolve list permissions once per request and index account lookups. Add UI and API regression coverage and account documentation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00
DottaandClaude Opus 5.5 464e6e16e0 fix(native): resume copyback after a restart kills its same-host owner; one board action otherwise (#19717)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save the agent's workspace files after the provider turn
finishes (copyback)
> - One controller owns copyback at a time. The run records that owner
in `runnerProfileJson.nativeWorkspaceFinalizationOwner` (host, PID,
token)
> - A control-plane restart can kill the controller during copyback. The
dead controller can never confirm its own stop
> - Recovery then waited for a board confirmation. No surface offered
that confirmation, so the run stayed `running` and the task stayed
`in_progress` with no visible action
> - This pull request lets the next controller on the same host prove
the stop by itself. It also gives the board one clear action when that
proof is not possible
> - The benefit is that a restart during copyback resumes by itself, and
a task never waits silently for a person

## Linked Issues or Issue Description

**What happened?**
In a Daytona restart-chaos wave, a kill during workspace copyback left
the run `running` and its task `in_progress`. Recovery reported
`native_workspace_finalization_owner_unverified`. The run was still
`running` when the wave timed out.

**Steps to reproduce**
1. Start a native remote (sandbox) run.
2. Kill the control-plane process (SIGKILL) after the provider result is
accepted, during copyback.
3. Restart the control plane on the same host.

**Expected behavior**
If the previous controller and its copyback children are proven stopped
on this host, recovery resumes copyback without a new agent turn.
Otherwise, the task shows one board action to confirm that the previous
server stopped.

**Actual behavior**
The recorded owner was cleared only by
`resumeNativeWorkspaceAfterOwnerStop`. Same-host recovery also required
a completed-copyback barrier, which an interrupted copyback never has.
The task presentation showed `working`, and the UI had no control for
the confirmation.

Refs #19578 (boot-ID fencing for unstarted runs; same proof style).

## What Changed

- Root cause:
`server/src/services/native-runtime/native-workspace-finalization-ownership.ts`
sent a dead same-host owner to `requireStopVerification` when no
`workspace_finalize` operation had succeeded. That case is exactly a
restart during copyback.
- New `native-workspace-owner-stop-proof.ts`. The owner receipt now
records the controller's process group (`processGroupId`). Copyback
children (tar, Git) are not detached, so they keep that group. A
successor on the same host releases the receipt only when the receipt
names another controller boot, the PID is dead or recycled (process
start time), and the group is empty or has no member outside the
successor's own process tree that started after the old controller. Age
alone never proves a stop.
- A still-live group member returns `local_stop_pending`. The
finalization worker rechecks it on its existing ownership recheck
interval. The board action stays visible meanwhile.
- A successful local proof writes `issue.workspace_owner_stop_verified`
with the proof and marks the recovery `resuming`, like the existing
platform proof.
- A receipt from another host, a receipt without a process group, or a
host without `ps` keeps the fence. The task interruption is now
`waiting_for_user` with `userAction: "confirm_owner_stop"` (new shared
enum value), not `working`.
- UI: the task chat shows one **Confirm the previous server stopped**
action. It asks for stop evidence and calls the existing
`resume-workspace-finalization` API. It is shown only to roles that hold
`runtime:confirm_owner_stop` (company owner or administrator, local
board, instance administrator). The inbox names the same action.
- The copyback advisory lock, the coordinator finalization lease, and
remote save fencing are unchanged.
- Docs: `doc/native-workspace-finalization-recovery.md`.

## Verification

- Red then green on embedded Postgres
(`server/src/services/native-runtime/native-workspace-finalizer.test.ts`):
- same-host controller killed with SIGKILL, its process group empty:
before `owner_unverified`, after `acquired` with the proof logged and no
agent wake
- a non-detached orphan child of the dead controller still runs:
`local_stop_pending`, no copyback; after the child exits, `acquired`
  - a receipt without a process group: still `owner_unverified`
- a foreign-host owner: the task presentation was `working` (red), now
`waiting_for_user` / `confirm_owner_stop`; after the board confirmation
it is `working` again
- The existing orphan test (a detached child) and all other finalizer
tests pass: `npx vitest run
src/services/native-runtime/native-workspace-finalizer.test.ts
src/__tests__/native-workspace-finalization-work.test.ts
src/services/task-interruption-presentation.test.ts` (135 passed).
- UI: `npx vitest run src/components/WorkspaceExportRecovery` (34
passed), including the action call body and the non-administrator case.
- `pnpm check:token-gates` clean. Server and UI typecheck clean for the
changed files.
- Live Daytona restart-chaos wave: results are added in a comment below.

## Risks

- A process-table check that reports a member wrongly as live only keeps
the existing fence. The board action is still available.
- A subreaper that adopts orphans does not change their process group,
so the proof does not depend on the parent PID.
- A child that a future change spawns with `detached: true` would leave
the group. Copyback paths do not do that today. The existing
detached-orphan test still fails closed, because a receipt without a
process group is not released.
- Old receipts have no process group. They keep the board action.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 23:31:07 -06:00
DottaandClaude Opus 5.5 fc7e3a6503 fix(recovery): never replace a native session after a deterministic refusal (#19733)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native agent runs keep a saved provider session, and same-run
recovery resumes it after a failure
> - When resume fails and the checkpoint allows it, recovery archives
the saved continuity state and opens a fresh replacement session
> - Recovery used that path for every resume failure, including
deterministic refusals that left the saved state unchanged and repeat on
every retry
> - In five staging tasks a refusal (a protected launch argument, or a
predecessor tool call with no result) escalated into a replacement. The
remote archive move failed part way, the next attempt found no runner
state, and each task was blocked for workspace repair
> - This pull request stops before replacement after a closed-class
refusal, keeps the saved state, and hands the run to an operator with a
named reason
> - The benefit is that a deterministic refusal can no longer damage
saved state or open a replacement over an unsettled external action

## Linked Issues or Issue Description

Refs #19659, Refs #19516, Refs #19334

**What happened?**
Five Codex tasks on Daytona sandboxes failed on staging. The first
attempt failed with a deterministic refusal:
- `run.attach cannot change protected launch arguments` (four tasks,
fixed separately in #19659), or
- `native_runner_source_semantic_reconciliation_required` with a
predecessor `paperclip_call_assigned_tool` call still pending (one
task).

The same-run retry then opened a replacement session.
`archiveContinuityState` failed with
`runner_continuity_break_archive_failed` and no detail. The third
attempt failed with `runner_remote_state_unavailable: exit=1`, and the
task was blocked with "Workspace repair required".

**Steps to reproduce**
1. Save a native session whose checkpoint policy is
`allow_replacement_after_resume_failure`.
2. Make the resume fail with a refusal that does not change state (an
attach refusal, or a pending tool call).
3. Same-run recovery opens a replacement session and archives the saved
continuity state.

**Expected behavior**
A deterministic refusal stops the run for an operator. The saved state
stays intact. A run with a pending side-effecting call never reaches
replacement. Transport drops keep the existing retry behavior.

**Root cause**
`executeNativeSession` checked only the checkpoint's replacement policy.
The closed failure class (#19334) only had an effect when replacement
was forbidden. Attach refusals and pending tool calls had no class at
all, and the source-reconciliation refusal was a plain `Error`.

## What Changed

- Runner (`provider_backend.rs`, `durable/mod.rs`): `run.attach`
refusals that would change the durable Codex profile or a protected
launch argument carry the closed classification
`provider_attach_refused`. An attach blocked by
`durable_pending_tool_calls` carries `provider_side_effect_pending`.
These refusals already leave the saved state unchanged.
- Contracts (`harness-driver.ts`): new closed classes
`PROVIDER_ATTACH_REFUSED` and `PROVIDER_SIDE_EFFECT_PENDING`. A typed
`NativeRunnerSourceReconciliationRequiredError` replaces the plain
`Error` at the five `native_runner_source_*_reconciliation_required`
throw sites. `runnerRecoveryFailureClass` reads the authenticated
command-result classification or the typed error, never message text.
- Runtime (`native-session-runtime.ts`): after either class, recovery
never opens a replacement session, whatever the checkpoint policy.
- An attach refusal ends with the existing
`NativeProviderStateIncompatibleError`, which maps to the existing
operator path `native_provider_state_incompatible`.
- A pending side effect ends with the new
`NativeProviderSideEffectPendingError`.
- Server (`native-session-executor.ts`, `native-session-resume.ts`,
shared `EXECUTION_RECONCILIATION_CAUSES`):
`native_provider_side_effect_pending` is a permanent failure and an
execution-reconciliation cause, so the board gets a reconciliation
(record whether the action ran) instead of a generic Retry. The
reconciled continuation does not rebind the saved session, which still
refuses attachment. It starts a fresh provider session in the same
workspace. The saved session and workspace are unchanged.
- Archive (`archiveContinuityState`): a failed remote move now records
the bounded (512 characters), redacted exit status and output in
`runner_continuity_break_archive_failed: exit=… timedOut=… <output>`.
The remote move already ran before the local move on `master`, so a
failed remote move leaves the local state in place.
`restart-interrupted-turn.ts` accepts the detailed message for its
reattachment-loss retry.
- Docs: `doc/execution-semantics.md` and
`packages/paperclip-runner/docs/durable-recovery.md` describe the new
rule.

## Verification

Red before the fix, green after (each test first run against unchanged
source from `origin/master` 644ee66f5d):

- `native-session-runtime.test.ts`, test "never replaces a session after
a deterministic, non-destructive recovery refusal". Red: replacement was
attempted (`TypeError: Invalid value used as weak map key` from the stub
replacement). Green: typed error, and `openReplacementSession`,
`openSession` and `openRun` are not called.
- `harness-driver-backend.test.ts`, test "keeps the runner's closed
class of a failed recovery". Red: the typed error did not exist. Green:
both new classes are read from the command result and from the typed
error. The same message text without the type stays unclassified.
- `tests/codex_provider.rs` (real durable executor and fake Codex
app-server):
-
`attach_with_a_pending_tool_call_is_classified_as_a_pending_side_effect`.
Red: `left: None, right: Some("provider_side_effect_pending")`.
-
`saved_codex_thread_attaches_after_a_release_changes_its_feature_toggles`
(protected sandbox change). Red: `left: None, right:
Some("provider_attach_refused")`.
- `native-session-executor.test.ts`:
- Test "stops same-run retries for an operator while a saved
side-effecting call has no result". Red: `expected
'native_session_interrupted' to be
'native_provider_side_effect_pending'`.
- Test "retains the local controller checkpoint until remote continuity
archiving succeeds: failed/timeout". Red: the message had no detail.
Green: the message has the exit status and output, a token in the output
is redacted, and the local runner and control-plane files are intact.

Safety and regression checks:
- New test "still replaces a session after an unclassified resume
failure when the checkpoint allows it". It passes before and after: a
transport drop still reaches replacement.
- Existing test "types a runner-proven incompatible session when
same-session recovery is required" still passes.
- `native-session-resume.test.ts`: a source stopped with
`native_provider_side_effect_pending` is not rebound.
- `run-completion.test.ts` "replays saved user intent through normal
Retry …" passes with the detailed archive message.
- Runner Vitest: `native-session-runtime.test.ts` and
`harness-driver-backend.test.ts` (266 passed);
`runnerd-codex-transport-warm-attachment.test.ts` and
`codex-app-server-driver.recovery.test.ts` (74 passed).
- Rust: `--lib` (560 passed, plus one ACPX timing test that failed under
load and passed when rerun alone), `codex_provider` (118 passed),
`native_provider_backend` (45 passed), `durable_recovery` (3 passed).

Not run: a live staging recovery at this revision. The local server
typecheck could not resolve the unbuilt runner package, so required CI
provides typecheck.

## Risks

- A run that a replacement session would have continued after an attach
refusal now stops for an operator. The refusal repeats on every retry,
so the replacement was the only way past it. It also destroyed saved
state, which is what blocked the staging tasks. A board Retry still
continues the task in a fresh session in the same workspace. This is the
existing `native_provider_state_incompatible` behavior.
- A new failure code `native_provider_side_effect_pending` appears in
run records and recovery actions. It joins
`EXECUTION_RECONCILIATION_CAUSES`, so the UI shows the reconciliation
flow, not Retry.
- An attach refusal used to reach an automatic replacement; it now needs
one board Retry. This is intended: the replacement archived saved state
and failed part way on staging.
- The pending-side-effect class means "no result delivered to the
runner". The controller replays a recorded tool outcome only after
attach. A call whose outcome the server already recorded therefore also
stops for an operator. That is conservative; the reconciliation shows
the recorded outcome.
- Only a pending tool call classifies an attach blocker. Other blockers
(active turn, ambiguous turn start, active goal) keep their current
behavior.
- The archive error message is longer. The one exact-match consumer now
accepts the `code: detail` form.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edit, browser reads of staging).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 23:25:54 -06:00
DottaandClaude Opus 5.5 f09b4704b6 fix(recovery): keep the agent's work when Retry continues after exhausted or blocked recovery (#19666)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task recovery restarts agent work after a control-plane restart or a
failed run
> - When automatic recovery runs out or is blocked, the user clicks
Retry
> - Retry then started a fresh isolated attempt cloned from committed
HEAD, so the agent lost its uncommitted files, its task branch and the
worktree Git link
> - A restart must never lose the agent's work
> - This pull request makes Retry keep the task's own workspace when
that is safe, and tells the agent where the old files are when a fresh
attempt is still required
> - The benefit is that a Retry continues the real work instead of
starting over

## Linked Issues or Issue Description

**What happened?**
After `native_restart_recovery_blocked` or an exhausted recovery
generation, a Retry ran in
`isolated-workspace-attempts/<company>/<issue>/<run>/workspace`. That
directory was a detached clone of the base ref. It did not contain the
uncommitted edits from the issue's git worktree. It was not on the task
branch. The agent was not told where the old files were. A restart-chaos
wave graded this as an R2 failure (`pre_fault_files_lost`). A second
defect: when a restart hit the bootstrap of a fresh attempt, preparing
the same run again failed with
`isolated_task_directory_binding_mismatch`, so the Retry could not
finish.

**Expected behavior**
Retry continues in the task's own workspace with its edits and `.git`
intact when no other writer can hold it. When a fresh attempt is really
needed, the old directory stays as it was and the agent gets its path
and its changed files. Preparing the same attempt again after a restart
is idempotent.

**Paperclip version or commit**
`master` at `e482f0f632`, restart-chaos waves on 2026-11-06.

**Steps to reproduce**
1. Start a native task in a git worktree. Let the agent write an
uncommitted file.
2. Kill the control plane so recovery ends in
`native_restart_recovery_blocked` or an exhausted generation.
3. Click Retry.
4. The successor runs in a fresh clone without the uncommitted file or
the task branch.

Root cause:
- `server/src/services/fresh-workspace-continuation.ts`
`canSelectFreshWorkspace` returns a fresh intent for every task Retry
that has a system recovery record.
- `server/src/services/explicit-native-continuation.ts` (fresh selection
in the source loop) then always persisted `fresh_isolated_workspace`.
- `server/src/services/fresh-workspace-seed.ts`
`materializeFreshWorkspaceSeed` clones the project source at the base
ref with `--no-local`, checks out a detached commit and removes
`origin`. Uncommitted work and the branch are not carried over.
- RC-35: `server/src/services/heartbeat/workspace-preparation.ts`
rejected any reusable existing workspace while `fresh` was true,
including the attempt directory that the same run had already created
and bound.

## What Changed

- New continuation mode `reuse_issue_workspace`. At Retry admission,
after all stop proofs pass, `retainedIssueWorkspaceForRetry` checks that
the task's bound workspace is the single local directory the failed run
used, owned by the task, not a shared workspace, not under remote
storage authority, with no other lease, failed cleanup or running
workspace operation, a settled recovery generation, no workspace-export
failure, and a readable Git state rooted at that directory. Then the
Retry continues there with a fresh session. Otherwise the existing fresh
attempt is kept.
- The reuse decision consumes the generation's one alternative attempt
(`freshAttemptRunId`), sets the Retry strategy to `continue`, and
records `issue.retry_workspace_reused`.
- Environment selection pins the reused workspace binding and fails with
`retry_workspace_binding_mismatch` if the binding changed before
dispatch.
- Fresh fallback: the run's continuation context gets `priorWorkspace`
(path, branch, bounded list of uncommitted files). Git status is read
with optional locks disabled. The prompt tells the agent to inspect it
and carry over the work. The old directory is not changed.
- RC-35: preparing the same fresh attempt again after a restart reuses
the attempt directory that this run already bound.
- Reuse checks run Git through the shared workspace scan scheduler with
short deadlines, because admission can hold the issue lock.
- `doc/task-recovery.md` and `doc/execution-semantics.md` describe the
new contract.

## Verification

- `server/src/services/retry-workspace-continuity.test.ts` (embedded
Postgres, real git worktree with uncommitted edits):
- exhausted-generation Retry and blocked-recovery Retry continue in the
same worktree, `.git` file and branch intact. Both failed before the fix
(readiness was `fresh_isolated_workspace`).
- Blocked recovery without a generation and duplicate holds for one run
also reuse the worktree. A running operation orphaned by a restart of
the stopped source does not block reuse.
- The fresh attempt is kept when the workspace is unsafe: live lease,
running workspace operation, corrupt `.git`, missing directory, remote
authority, shared workspace, running export generation. `priorWorkspace`
is omitted for the unsafe writer and shared cases.
- `workspace-preparation.test.ts`:
- A `reuse_issue_workspace` Retry prepares in the original worktree with
its uncommitted file and branch.
- RC-35 red/green: re-preparing the same fresh attempt reuses its bound
directory and keeps files written before the restart. Another run still
gets `isolated_task_directory_binding_mismatch`.
- The fresh fallback sets `priorWorkspace` with the old path and
`unpublished.txt`.
- `environment-selection.test.ts`: the new mode pins the binding and
rejects a changed binding or cwd.
- `packages/adapter-utils/src/server-utils.test.ts`: the prompt names
the retained directory and its files.
- Regression files run locally: `workspace-preparation`,
`environment-selection`, `task-retry`, `quarantined-task-retry`,
`explicit-native-continuation`, `workspace-recovery`.
- Restart-chaos (`tests/restart-chaos`, local, B1+B5, codex+claude,
K1/K4/K6, concurrency 2, rc06-masked):
- Final head: wave `w-20261107T014633-s7206` on `c6776283f3`: 8/8 PASS,
all 8 restart-crossing. 5 tasks needed a Retry (t03-t07: codex B1 K6,
codex B1 K1, codex B5 K6, codex B5 K1, claude B5 K6). All five finished
in the original git worktree with `.git` and every pre-fault file
present (`workspaceMovedTo` empty, `lostFiles` empty); no "Retry keeps a
fresh attempt" log line.
- Wave `w-20261107T004829-s7205` on `29373a6b6a`: 8/8 PASS, all 8
restart-crossing. 3 tasks needed a Retry (t02, t06, t07). All three
finished in the original git worktree with `.git` and every pre-fault
file present; no "Retry keeps a fresh attempt" log line. (`cc178492ef`
only makes the operation filter stricter for run-less jobs.)
- Wave `w-20261107T000412-s7204` on `d197082107`: 8/8 PASS, 7
restart-crossing. 3 tasks needed a Retry (t02, t04, t06). All three
finished in the original git worktree (`workspaceMovedTo` is empty), R2
passed with `.git` and every pre-fault file present, and no "Retry keeps
a fresh attempt" log line appeared.
- Wave `w-20261106T231416-s7203` on the first commit: 6/6 PASS, but its
t01 Retry still moved to `isolated-workspace-attempts`. That instance
was not kept, so the exact rejection was not recorded. The likely cause
is a `running` workspace operation that a killed server left on the
stopped source (the source restarted three times). The second commit
treats such restart orphans as not live and logs the rejection reason. A
`--replay` of that t01 on `d197082107` finished in the original worktree
with its `.git` file and no attempt directory.
- Review follow-ups in `d197082107`, `29373a6b6a`, `cc178492ef` and
`c6776283f3` (run-less workspace jobs still block reuse; red/green
covered by the `running_operation` case): holds are grouped by source
run; the readiness fallback (blocked recovery without a generation) also
reuses the task workspace; Git probes go through the shared scan
scheduler with 10-15 s deadlines; `priorWorkspace` is only set for a
task-owned directory with no other writer; the reuse rejection reason is
logged; `priorWorkspace` uses the same task-owned, settled,
single-writer predicate as reuse; Git probes share one budget per
workspace; the RC-35 check is a pure path check; renames are parsed from
either porcelain column.

## Risks

- A Retry now writes into the old directory instead of a new one. The
checks above prevent a second writer. A stale binding fails the run with
`retry_workspace_binding_mismatch`; it does not write to another
directory.
- If the cause of the failure was inside the workspace itself, reuse
could repeat it. Workspace-export failures, restore failures and
required workspace recovery keep the fresh attempt.
- A workspace operation of the stopped source that started before the
source settled and before the current server process no longer blocks
reuse (a restart orphan). Operations with no run, of another run, or
started in the current process still block it.
- `priorWorkspace` is an optional new field in the continuation
envelope. Older adapters ignore it.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 20:27:22 -06:00
DottaandPaperclip a0ac81e114 fix(ui): show task image results in compact thumbnail grids (#19626)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task feeds show agent messages, documents, and files in time order.
> - Each image currently uses a full feed card.
> - A turn with seven screenshots makes the conversation hard to scan.
> - This pull request groups adjacent images from the same run in a
compact grid.
> - Users can scan the results and open each image in the existing
gallery.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Image results in task history and the live task feed.

**Current behavior**

Each image uses a separate full-width card. Native image upload receipt
messages can also separate related screenshots.

**Proposed behavior**

Adjacent images from one run share a wrapping thumbnail grid. New image
results join the grid. Documents, video, and authored messages keep
their positions. The grid opens the existing gallery.

**Reason and benefit**

Users can see a batch of screenshots without scrolling past one large
card for each file.

**Breaking changes**

The feed layout changes. The stored comments, files, APIs, and
permissions do not change.

Related public work: Refs #17228. Refs #8785. Refs #7667. These changes
supplied the artifact cards and media gallery that this pull request
reuses.

## What Changed

- Add one image grouping function for settled history, turn history, and
live results. Group only images with the same known run. Keep the first
row key and each image key when results arrive.
- Add a token-based grid that reuses the media artifact cards and image
gallery.
- Add an optional typed attachment-preparation marker to file
registration and chat-file reuse. Preserve the marker through comment
normalization. Use it with matching image, author, and run links to hide
generated receipts. Keep the exact historical sentence as a fallback for
old receipts.
- Add nine production component stories with seven sample-account
screenshots. Cover mobile, Classic, mixed results, single images,
missing images, streaming, gallery navigation, and the complete feed
projection.
- Add grouping and production-feed regressions. Add 18 browser cases
across light and dark themes.
- Improve contrast for the shared fallback label and gallery counter
after the accessibility checks found low contrast.
- Match alternate original-image paths when opening the gallery. Keep a
separate Open original link beside Download in the gallery.
- Record the feed layout in DESIGN.md.

## Verification

- Final qualification at `09b12381ce85bee6593050bd8a2fa18cbe2c45a6`:
[required CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42317080212/job/128237094513),
including typecheck, build, all test lanes, E2E, and verify. The
snapshot has 58 successful check runs, three conditional skips, one
neutral advisory job, and a successful legacy Snyk status. No pending or
failed checks remain. Greptile and Paperclip Review both score this
exact head 5/5; all review threads are resolved.

- Current-head local checks: 544 focused UI tests passed across 11
files, with one existing skip. UI/shared typechecks and token gates
pass. All 18 focused Storybook browser cases passed after the CSS merge,
with retries disabled.
- Two database integration cases verify file registration and chat-file
reuse receipt markers. All 52 issue-validator tests and six upstream
default-model tests passed.
- Regressions failed before the fixes for unknown-run grouping, receipt
wording, and authored progress text with an image. The repair uses a
typed receipt marker and requires matching author, attachment, image,
and run links before hiding a generated receipt. All five review
findings are resolved.
- Browser checks cover loaded images, wrapping columns, overflow,
missing-image fallback, streaming stability, keyboard gallery
navigation, original-file links, and downloads. Fixtures use production
renderers. These checks do not prove deployed persistence or provider
behavior and do not compare visual baselines.
- Local limits: the preflight helper could not finish because Cargo was
absent. The earlier low-memory server typecheck and dependency-free
selector did not replace final-head CI. The now-passing final CI
supplies broad typecheck, build, server, Runner, and E2E coverage.
- Prior independent CI failures remain recorded: one Slack timer case
passed a single diagnosed rerun; its exact timer cause was not proved. A
later chat shard lost its self-hosted runner without a test assertion
failure. The current revision passes that shard and all applicable
gates. Master conflict resolution retained both image-grid and patch CSS
rules.

## Risks

- Images without a run ID remain separate. Messages and other resource
types end each batch.
- Receipt suppression requires a matching preparation marker or the
exact legacy sentence, plus matching attachment, image work product,
run, and author. Tests preserve human messages and native progress text
with attachments. The optional marker uses existing JSON metadata and
needs no database migration.
- Shared gallery and fallback text now have stronger contrast.

## Model Used

OpenAI GPT-6, through Codex. The agent used reasoning, repository tools,
code execution, and browser tests. The runtime did not expose a more
specific model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 18:42:22 -06:00
DottaandPaperclip 2e340d6235 fix(ui): show unread message counts in agent chat pickers (#19627)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - People switch between agent chats to read replies.
> - The agent picker does not show how many messages are unread.
> - People need that count before they select a chat.
> - The chat list already has the viewer's read state.
> - This pull request adds numeric badges from that shared list.
> - People can find unread replies without extra requests for each
agent.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The chat header agent picker and the secondary sidebar's Add chat
picker.

**Subsystem affected**

Agent Chat UI, shared task types, and the chat read-state service.

**Current behavior**

The pickers do not show the unread message count for each agent.

**Proposed behavior**

Show the unread count beside each agent. For example, show 3 for three
unread agent messages. Hide the badge when the count is zero. Keep
switching available while chat data loads.

**Reason and benefit**

People can see which chats need attention before they switch. The count
uses the existing shared request and cache.

**Breaking changes**

The chat response gains an optional `unreadMessageCount` field. Existing
fields and read receipts keep their behavior. There is no database
migration.

**Additional context**

Related: #19425 changes chat structure. This change adds counts to the
current agent pickers. The duplicate search found no PR for these count
badges.

## What Changed

- Count unread agent comments in the existing grouped read-state query.
Keep company and viewer scope.
- Exclude human messages, deleted comments, system notices, and
fast-response receipts.
- Pass memoized count maps to both agent pickers. Use a direct lookup
for each row.
- Show numeric badges and accessible singular or plural labels.
- Test count changes, account isolation, cached opens, search, and large
agent lists.
- Update the chat stories, fixture data, and development guide.
- Make the Slack owner retry-deadline test deterministic after
reproducing its CI failure.

## Verification

- On current head `05f5fa6201`, the [main CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/42305845930)
passed, including build, typecheck, all applicable test shards, browser
shards, and final verification. The prior server shard 2, 6, and 7
failures do not recur.
- [Greptile's current-head
review](https://github.com/paperclipai/paperclip/pull/19627#issuecomment-6696161631)
is 5/5, its check succeeded, and both previous review threads are
resolved. Current head check inventory is complete: 55 successful
checks, three intentional skips, and no pending or failed checks. The
Paperclip application review summary reports paused; no new completed
Paperclip review is claimed. Its existing findings are resolved, and the
independent current-head Greptile review is 5/5.

- Current head `05f5fa6201` merges master `8621bcf53e` to resolve an
import conflict. Master now includes the same model-default test repair.
This branch keeps its upstream import, so that file no longer differs
from master.
- After this merge: all 21 server tests in the Slack owner and
model-default suites pass, all 22 tests in the three picker/sidebar
suites pass, and token gates pass. The standard preflight still cannot
build Rust because `cargo` is absent. Fresh CI must supply the broad
checks.

- Head `7d125fb8c7` replaces the Slack owner test's real timer wait with
the worker's existing clock input. It checks that the intent stays
pending one millisecond before the retry deadline and clears at the
deadline. All 15 Slack owner integration tests pass locally. Runtime
retry behavior is unchanged.
- On `4cfb1e9d55`, both review checks gave 5/5. CI [server shard
2](https://github.com/paperclipai/paperclip/actions/runs/42302458830/job/128183671349)
failed the Slack credential-lease retry test. The same assertion failed
in an unchanged local run. A diagnostic run with added logging passed;
the exact timer deviation was not captured. The new test removes the
real-time wait assumption and checks the clock boundary directly. The
earlier model-default and cleanup failures did not recur in that CI run.

- On `a3378dfc40`, both Greptile and Paperclip Review gave 5/5 with no
open findings. Typecheck, build, all eight browser shards, and most test
shards passed.
- That CI attempt failed two server shards. The model-default test still
expected `gpt-5.6-sol`, while the current default is `gpt-6.1-sol`. I
reproduced both failures locally. Commit `4cfb1e9d55` uses the exported
default-model constant; all six tests in that suite now pass. Production
model selection does not change.
- The retained-cleanup backlog test exceeded its 15-second limit in
[server shard
6](https://github.com/paperclipai/paperclip/actions/runs/42299858777/job/128175193320).
The unchanged test passes locally with the same limit. Its CI timeout
cause is not established. No assertion or timeout was changed. The fresh
CI run must recheck it.

- Review repair: commit `0db631b215` keeps the existing-chat and
unread-agent arrays stable when chat data and the active agent do not
change. A new 500-agent test fails before the repair and passes after
it. The test also checks count refreshes.
- The first CI typecheck failed on duplicate `IMAGE_ONLY` and
`TESTOPS_REQUESTED` keys in `tests/runner-e2e/workflow-target.test.ts`.
This was present in upstream code. Master commit `e482f0f632` removes
the duplicate keys. This branch now includes that commit. All nine
workflow-target tests pass locally.
- After the latest master merge: all 22 tests in the three affected
picker/sidebar suites pass. Before that merge, all 38 focused UI tests
passed.
- The current head is `05f5fa620134ad199a3d85b66fb2eb93d3bb6077`. All
current status checks are complete, the aggregate verify gate succeeds,
mergeability is CLEAN, and no unresolved review threads remain. The
maintainer has instructed normal merge after checks pass.

- After merging current master: 37 focused UI tests pass across
AgentChatPicker, CoordinatorAgentSwitcher, AgentConversationsSidebar,
useAgentChatRead, and SidebarAgentChats.
- After merging current master: all 38 proactive-chat integration tests
pass with a real disposable PostgreSQL database. They check counts of 2,
1, and 0 at exact read cutoffs.
- The prior revision passed UI typecheck and build, shared build,
isolated low-memory server typecheck, token gates, and 30 map/catalog
tests.
- The 500-agent test bounds index work and count lookups. Search does
not rebuild the existing-chat index.
- Browser checks used production components with simulated API data.
Dark, light, mobile, and Add chat cases passed. Counts of 3 and 12
stayed visible through search. Read agents had no badge. Cached opens
made no chat API requests.
- Twenty local cached opens took 34.5–57.6 ms, with a 38.4 ms median.
This is an unthrottled fixture measurement.
- Earlier full local checks could not complete because Rust cargo is
absent and the workspace has limited memory. The standard worktree
preflight also stops at missing cargo. Required CI must supply broad
checks for this PR head.
- The first server typecheck ran out of memory while Storybook was
active. Its isolated low-memory retry passed. No visual baseline
comparison or live provider delivery is claimed.

## Risks

- Low risk. The count replaces a boolean aggregate in the same grouped
query. Very long chat histories still need that existing scan.
- A count can be stale until the existing chat-list cache refreshes.
Read receipts still control the unread cutoff.
- The change adds no polling, per-agent history request, database
migration, or permission change.

## Model Used

OpenAI GPT-6 through Codex, with code editing, terminal tools, and
browser verification. The runtime did not expose a more specific served
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 17:10:56 -06:00
TonioandPaperclip c650f36007 fix(ui): refine agent profiles, identity editing, and list actions (#19535)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent pages expose identity files, reporting relationships, and
runtime settings.
> - Several controls had inconsistent spacing, weak navigation, or
misleading save feedback.
> - Empty task-row detail slots also reduced the title width before
truncation.
> - This pull request fixes those behaviors and aligns the reviewed UI
details.
> - The result is clearer agent editing and more readable task and agent
lists.

## Linked Issues or Issue Description

**What happened?**
Agent headers and file controls had inconsistent layout. The Identity
footer appeared without edits and did not provide clear save
confirmation. File names could wrap or omit the Markdown suffix. Task
titles truncated while empty detail slots occupied the row.

**Expected behavior**
Keep headers and actions aligned. Reveal the Identity footer only for
changes or save feedback. Use valid Markdown file names and actual file
dates. Let titles use available space.

**Steps to reproduce**
1. Open an agent overview, then its Identity tab.
2. Edit, undo, save, copy, and add an instruction file.
3. Resize the file panel and inspect file names and date labels.
4. Hover an agent row and inspect the Chat action and tooltip.
5. Open a task list with no recovery or external details and inspect
title width.

Related: #18716 is the prior UI bundle. #16934 and #14483 concern role
editing; this change does not add a role picker.

## What Changed

- Refine the character header, inline title and name editing, crown
position, runtime shortcut, and Chat/New task actions.
- Align profile metadata and manager selection; hide empty direct
reports.
- Refine Identity panels, Markdown filename validation, file-row hover,
truncation, Paper Mono typography, and copy feedback.
- Add a viewport-bound save footer with dirty, saving, and saved states.
Keep undo/discard separate from successful saves.
- Return recorded creation or modification dates for instruction files.
Reuse the active file transaction for metadata reads to avoid exhausting
the small connection pool.
- Reveal the agent-row Chat icon and label on hover, with a standard
delayed tooltip.
- Collapse empty task-row details so titles can use the available width.

## Verification

- Browser checks covered the local overview and Identity flows, narrow
file panels, successful file creation/update, undo/discard, header
navigation, row hover, tooltip delayed-open state, and full task titles.
- Focused instruction, save-footer, date, font-asset, and task-row tests
passed during development. After review, 55 file/instruction tests
passed, including cold restoration with recorded and unknown dates;
server typecheck and 18 immediate-save response tests also passed.
- Full `pnpm -r typecheck` and `pnpm build` passed after rebase onto
current master. The complete `pnpm test:run` attempt hit a 15-second
timeout in the existing chat Retry HTTP integration test; that case
passed in isolation (1 test passed). A second full attempt hit timeouts
in two other chat integration cases (GitHub webhook draining and
delivery retry budget); both passed in isolation without increasing
timeouts. All 55 remote checks passed on f31405a730, including the full
test matrix, build, typecheck, and final verification gate.
- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `git diff
--check` passed on the submitted revision.

## Risks

- File dates are optional. Managed files require recorded dates because
restored projections have synthetic filesystem timestamps. External
files can use modification time; unknown dates are omitted.
- Save-footer timing depends on animation completion; reduced-motion and
failed-save paths have tests.
- Global Paper Mono typography can change text widths. Browser checks
covered the edited surfaces.
- No schema migration or new execution permissions are introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 11:14:56 -08:00
Nicky LeachandClaude Opus 5.5 ff1d1dea5d fix(tools): reject non-tool connections before any write (#19492)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Apps and tools connect to Paperclip through tool connections
> - `POST /api/companies/:companyId/tools/connections` creates a tool
connection through `createConnection`
> - The request schema accepts a channel purpose and the chat and voice
transports, but `createConnection` cannot store them
> - The database then rejects the row, so the caller gets a 500 and a
stray tool application stays behind
> - This pull request rejects those requests with a 422 before any
write, and stores `config` as `transportConfig` when the caller leaves
`transportConfig` out
> - The benefit is a clear error, no leftover rows, and consistent
connection rows

## Linked Issues or Issue Description

No issue exists. The new test typecheck in #18739 found this problem.
#18739 listed it as a possible product problem and did not change it.

**What happened?**

1. `createConnection` never writes `input.connectionPurpose`, so every
row gets the database default `tool`.
2. The schema allows `transport: "chat_sdk"` and `transport: "voice"`.
The database check `tool_connections_channel_transport_check` does not
allow these transports on a `tool` row.
3. No error mapping exists for a check violation, so the route returns
500.
4. When the request has no `applicationId`, the service inserts a
`tool_applications` row first, outside the connection transaction. That
row stays after the failure.
5. The schema gave `transportConfig` a default of `{}`. The service
stores `input.transportConfig ?? config`, so it stored `{}` instead of a
copy of `config`.

**Expected behavior**

The route returns 422 for a purpose or transport that it cannot create,
and writes no rows. When the request leaves `transportConfig` out, the
row stores `config` there.

**Steps to reproduce**

1. Send `POST /api/companies/:companyId/tools/connections` with `{
"name": "x", "transport": "chat_sdk" }`.
2. See the 500 response.
3. See the new `tool_applications` row for the company.

## What Changed

- `server/src/services/tool-access.ts`: `createConnection` rejects a
purpose other than `tool`, and the `chat_sdk` and `voice` transports,
with 422. The check runs before any lookup or write. Channel connections
still come from their own services.
- `packages/shared/src/validators/tool-access.ts`: `transportConfig` is
optional and has no default. The update schema already removed defaults,
so it does not change.
- `server/src/__tests__/tool-access-service.test.ts`: added tests for
the three rejected inputs (no rows written), and for a request that
sends only `config`.

## Verification

- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-connection-health-work.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/tool-access-routes.test.ts
packages/shared/src/validators`: 27 files, 995 tests pass.
- `cd server && pnpm typecheck`: passes. This includes the source layers
and the three test-tree shards.
- Not run locally: the full `pnpm test:run`, the root `pnpm build`, and
the UI typecheck. Required CI covers them.

## Risks

- Low risk. A client that sends a channel purpose or a chat or voice
transport to this route now gets 422 instead of 500. The request failed
before this change too.
- A client that sends only `config` now gets the same value in
`transportConfig`. Every reader checks `config` first, so this changes
no behavior.
- The OpenAPI output for this body no longer shows a default for
`transportConfig`.

## Model Used

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

## Checklist

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

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

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 17:30:24 +00:00
DottaandPaperclip 21d2a577bb feat: show and change routine responsible users (#19128)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Routines create tasks for repeated work.
> - Each routine has a responsible person.
> - The Overview did not show this person or permit a change.
> - People need to see who will be responsible for automatic tasks.
> - This pull request adds a small name picker beside Default agent.
> - Authorized people can adopt a routine or transfer it to an active
company member.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The routine Overview and the routine update API.

**Subsystem affected**

UI, server, and shared contracts.

**Current behavior**

The routine stores a responsible user. The Overview does not show that
person. The update API cannot change that person.

**Proposed behavior**

Show Responsible user beside Default agent. Click the name to search
active company members. Save only the new person and the current
revision ID.

**Reason and benefit**

People can see who owns future automatic tasks. An authorized person can
adopt a routine without making a new routine.

**Breaking changes**

The detail response adds an optional actor-specific field. The update
API adds an optional responsible user ID. Existing requests keep their
current behavior.

Related: #17368 covers local Board ownership migration. This change adds
the routine control and explicit transfer.

## What Changed

- Show a quiet, searchable person picker beside Default agent.
- Explain that automatic tasks use this person. Manual runs use the
person who starts them.
- Permit human operators with `tasks:assign`, instance administrators,
and local operators to transfer responsibility.
- Check active company membership inside the update transaction.
- Save a revision and record the old and new person in the activity log.
- Keep existing task responsibility and ownership during revision
restore.
- Show errors for failed saves and stale revisions.
- Add tests for permissions, company boundaries, transfers, inheritance,
and picker states.
- Keep the picker disabled until saved data is refreshed. Refresh the
activity list after a transfer.
- Capture the actual previous person under the update row lock for the
activity record.
- Use shared query error handling and retain cached people during a
connection failure.

## Verification

- Focused checks cover 145 tests in 5 files. The first post-fix run
passed 144 tests. One existing Fireflies route test timed out during the
first import while the UI typecheck also ran. The same test passed in
the pre-fix run. The isolated route suite then passed all 21 tests with
no source change.
- The new tests reproduce slow detail refreshes, activity refresh, and
two concurrent transfers without a base revision. The concurrency test
uses PostgreSQL row locks.
- UI and server TypeScript checks passed at commit `1df9587eb`.
- The UI production build passed for the updated head.
- The branch includes master through `26391707f`.
- Design token gates, query-error policy, and Git whitespace checks
passed. The query-error policy reports zero findings.
- Local browser checks passed on desktop and mobile for the initial
feature commit. Search, selection, reload persistence, and revision
creation passed. No page errors or horizontal overflow were found. The
follow-up does not change the normal layout.
- Earlier full local checks could not finish: Cargo was absent, and
concurrent full test/build checks exceeded the 8 GiB memory limit. These
attempts are not passes.
- The first CI run failed on two error-rendering policy findings. That
failure is fixed locally. The three findings from the first Greptile
review are fixed and their threads are resolved.
- Greptile reviewed `1df9587eb2d3e034c2769b1f6955ac52323c95bb` and
scored it 5/5. It confirms all three prior findings are addressed. There
are no open review threads.
- [CI attempt
1](https://github.com/paperclipai/paperclip/actions/runs/42046369415/attempts/1)
passed 53 checks. The server 8/12 shard failed only because the existing
`history-http` runtime fixture did not become ready within 10 seconds
(99 refused connections). The fixture and runtime source are unchanged
from the merged master. That case passed locally on the same PR head
with no source change. Its full 75-test suite also passed locally. The
cause of the CI failure remains unknown.
- [CI attempt
2](https://github.com/paperclipai/paperclip/actions/runs/42046369415/attempts/2)
passed on `1df9587eb`: 54 successful checks, 3 skipped, and 1 neutral.
No failed or pending checks remained. The original fixture-readiness
failure remains recorded above.
- A later review found that viewers with an explicit `tasks:assign`
grant could see an editable picker even though writes were denied.
Commit `8b95ee707` now mirrors active-membership and viewer restrictions
in the GET capability flag. Instance-admin and local-operator behavior
is preserved.
- Three membership regressions failed on the incorrect editable flag
before the fix. After the fix, all 43 routine-route and company-access
cases passed (`--testTimeout 60000` accommodated this sandbox's cold
route imports; no repository timeout was changed). The first pre-fix run
timed out during the cold import in one case; the second pre-fix run
reproduced all three assertion failures.
- Layered server typechecking and whitespace checks passed after the
permission fix.
- [Fresh
CI](https://github.com/paperclipai/paperclip/actions/runs/42057752313)
passed on `8b95ee7075417527687b4a86cbaf63ba87408364` without a retry.
Greptile reviewed this exact head, scored it 5/5, and added no new
findings. All four review threads are resolved. The security status is
also successful.
- The separate Paperclip Review check is still queued because its
assigned review worker requires runtime recovery. This is the remaining
check before completion; the CI workflow itself passed.

## Risks

- A transfer changes the person used for future automatic tasks.
Existing tasks keep their current person.
- Only people can transfer responsibility. The server checks the
permission again on every write.
- A stale revision rejects the save. The user must reload before
retrying.
- No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact runtime model ID and context window 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
- [ ] All Paperclip CI gates are green (CI passed; separate Paperclip
Review check pending)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 05:47:30 -06:00
DottaandClaude Opus 5.5 90b8190c33 fix(native-runtime): detect half-open runner ingress and project Stop for live runs (#19407)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs in a managed sandbox talk to the server through a
provider-ingress WebSocket. The server opens this socket to the runner
(`paperclip-runnerd`) through the sandbox preview proxy.
> - A staging run ran a 20-minute foreground shell command that printed
nothing. After the first second, no run events arrived. The run stayed
"Working" for over 35 minutes. No watchdog acted, and the run projection
said `canStop: false`.
> - The server only detected a lost runner connection from a `close` or
`error` event. It never sent pings. A half-open route, for example a
proxy that drops the connection without a FIN, never emits `close`. The
run then waits forever and the 7-minute reconnect grace never starts.
> - A long silent tool call is legitimate. The fix must tell "quiet but
alive" apart from "nothing alive". A protocol ping does that: runnerd
answers every ping with a pong while its provider waits on the tool.
> - This pull request pings authenticated runner connections and
terminates the socket after 90 seconds of total silence. The existing
reconnect grace and transport-failure path then recover the run. It also
makes the execution projection report `canStop: true` for every queued
or running run.
> - The benefit is that a run with a dead runner connection now ends in
a bounded time instead of hanging. API readers also see the Stop that
the board already offers.

## Linked Issues or Issue Description

**What happened?**
A native-runner run (managed sandbox, OpenCode with an OpenRouter model)
ran a foreground shell command for about 20 minutes with no output. The
last run event came at about T+1s. The command finished on disk, but the
run never got another event and stayed `running` / "Working" for over 35
minutes. Its projection had `canStop: false` and `permittedActions:
["inspect_run"]`. A board cancel through the API worked.

**Expected behavior**
The server detects a dead runner connection and recovers or fails the
run in a bounded time. A runner that is alive but quiet stays attached.
The projection reports that a live run can be stopped.

**Steps to reproduce**
1. Start a native run in a managed sandbox.
2. Make the agent run a long foreground command that prints nothing.
3. Let the preview route drop the WebSocket without a close frame.
4. Before this fix, the run stays "Working" forever.

## What Changed

- `server/src/realtime/runner-prp-outbound.ts`: after PRP
authentication, `WsJsonWireConnection.monitorLiveness` sends a WebSocket
ping every 20 s. Any inbound frame or pong counts as liveness. After 90
s with nothing inbound, it terminates the socket. That emits an ordinary
`close`, so the PRP authority and the reconnect loop use the existing
7-minute grace and then fail the transport. If the server's own event
loop stalls, the window restarts instead of blaming the runner. The 90 s
bound is longer than runnerd's own 60 s connection lease, which already
requires runnerd to read the socket.
- `server/src/services/execution-projection.ts`: `canStop` is now `true`
for every `queued` or `running` run. The old failed-native-retry rule is
unchanged.
- `server/src/services/execution-projection.ts`: a queued run now shows
"Waiting for previous run to stop" (cause `previous_run_settling`) when
a predecessor that admission checks (the task execution owner, the
retried run, or the agent's latest settled run on the task) still has
pending cleanup by `hasPendingRunCleanup`. Before, a turn queued after a
Stop showed only "Queued" with no reason while the stopped run's
controller still waited on the dead runner. That in-process wait
(`claimQueuedRun` settling-owner gate) also made Retry a no-op. The
liveness bound above makes that controller settle. Its existing cleanup
then calls `startNextQueuedRunForAgent`, which starts the queued turn.
- `server/src/services/run-cancellation.ts` and
`server/src/modules/run-dispatch/adapters/postgres.ts`: a user-stopped
native run whose runner was unreachable can later settle as `failed`
(`native_provider_terminal_failed`) when its transport fails closed. The
dispatch gate's message deferral required a `cancelled` source and
compared the message with `finishedAt`. The user's follow-up message was
therefore marked `skipped`, and the task asked for a second message. The
new `recordedUserStop` helper honors the recorded user Stop on such a
failed source, so the gate saves the message for the deferred-receipt
worker.
- `packages/shared/src/types/execution-projection.ts`: documents the
`canStop` meaning.
- `doc/execution-semantics.md`: documents the ingress liveness bound and
the new `canStop` meaning.

## Verification

- Red then green: `runner-prp-outbound.test.ts` "detects a half-open
authenticated ingress and fails the run within a bounded window". On the
old code it failed because no ping was sent and the socket was never
terminated. It now passes and the active-run `failure` rejects with
`runner_ingress_unavailable`.
- Safety: "keeps a quiet but live runner attached through a long silent
tool call" checks that a runner answering pings stays attached for 20
simulated minutes with no termination and no failure.
- Red then green: `execution-projection.test.ts` "offers Stop for every
live run, including a long-silent native turn". On the old code it
failed with `canStop: false`.
- Red then green: `execution-projection-recovery.test.ts` "names the
wait when a stopped predecessor still holds the task's runner" (real
Postgres). On the old code the successor projected a plain "Queued". It
also checks that the wait clears on lease release and ignores another
agent's run.
- Red then green: `workspace-recovery.test.ts` "continues a message sent
after Stop when the stopped run later failed closed". On the old code it
failed 3 of 3 runs with the receipt `skipped`. It now passes, and the
full file passes twice (392 tests). The test now pins the message after
the recorded Stop. Before, the fixture could write both in the same
millisecond, which made the sibling variants flaky.
- Passed: run-cancellation, explicit-native-continuation, run-dispatch
and run-control suites (622 tests).
- Passed: `npx vitest run src/realtime/
src/services/execution-projection*.test.ts
src/__tests__/heartbeat-run-privacy-routes.test.ts`, the
native-runner-execution-driver tests, and the plugin-runner-task tests.
- Passed: `pnpm --filter @paperclipai/server typecheck`.
- I read runnerd (`runner-core/src/durable/transport.rs`) and confirmed
it answers `Ping` with `Pong` in its non-blocking read loop.
- Not run: a live managed-sandbox reproduction. Staging and Daytona were
not reachable from this environment. `plugin-runner-probe.test.ts` needs
a local cargo build of runnerd, and it did not start in this worktree.

## Risks

- A false termination is possible if a runner fails to answer pings for
90 s while it is still alive. runnerd already loses its own connection
lease after 60 s without reading, so this bound does not add a stricter
requirement. A terminated live runner reconnects within the existing
grace.
- If the preview proxy drops WebSocket control frames, ping alone does
not prove liveness. Inbound PRP frames (runnerd's lease renewals, about
every 30 s) still count, so a live runner stays attached.
- `canStop` now means "the board can Stop now" for live runs. The UI
already shows Stop for running and queued runs without reading this
hint, so the UI does not change.
- Out of scope: the inbound runner WebSocket server
(`runner-prp-ws.ts`), and a lost OpenCode SSE event while the runner is
alive. A stopped run whose controller hangs for a reason other than a
dead transport still holds the queued successor. The projection now
names that wait, but this PR does not force-release it, because the
controller has no termination evidence. A queued reason for the agent
concurrency cap is also not covered. The wait label calls the admission
predicate (`hasPendingRunCleanup`) for up to three predecessor runs per
queued run. This adds a few reads to projections of queued runs only.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 00:52:01 -06:00
DottaandClaude Opus 5.5 6ca7b151f7 feat: compact an agent's context from the task Properties panel (#19378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task's Properties panel shows the assignee agent's context window
(paperclipai/paperclip#19273)
> - The board can see that the context is nearly full, but it cannot act
on it
> - A full context makes the agent compact at an unplanned time, often
in the middle of work
> - This pull request adds "Compact now" to the Context hover card
> - The benefit is that the board can compact the agent's context
between runs, at a time it chooses

## Linked Issues or Issue Description

Refs paperclipai/paperclip#19273

**Problem**
The Context row shows how full the agent's context window is. The board
cannot ask the agent to compact it.

**Proposed solution**
A "Compact now" button in the Context hover card. It runs the harness's
own compaction: Codex `thread/compact/start`, and Claude's `/compact`
command through ACP.

**Alternatives considered**
A separate PRP `session.compact` command. Both harnesses run compaction
as a turn, so a compaction turn keeps the existing durable turn binding,
interruption, and recovery. A separate command needs a second turn
lifecycle.

## What Changed

- UI: the Context hover card shows Compact now with three states:
available, Compacting…, and unavailable with a reason (agent mid-run,
harness unsupported, task closed). The Storybook story shows each state.
- Server: `POST /api/issues/:id/context/compact` (board only,
`decideIssueAccess` `issue:mutate`, activity log
`issue.context_compaction_requested`). It queues a short run marked by
`contextSnapshot.contextCompactionRequestId`. `GET
/issues/:id/context-usage` returns the `compaction` state.
- Server: a compaction run does no task work. The native status arbiter
preserves the task status. The lifecycle skips handoff, liveness
continuation, review-path disposition and the issue comment, as it does
for goal-control runs.
- Runner TS: `startTurn({ compact: true })`. The Codex harness session
sends `thread/compact/start`. The runnerd transport maps it to PRP
`turn.start` with `compact: true` (Codex) or `text: "/compact"`
(Claude/ACPX). The native runtime option `sessionCompaction` requires a
resumed session and settles with a synthesized yielded result.
- Runner Rust: `turn.start` accepts `compact: true` for Codex.
`CodexProvider::start_compaction_turn` sends `thread/compact/start` and
binds the turn from the `turn/started` that follows the empty response.
- Fix (from #19273): Codex emitted `context.compacted` on both the start
and the end of one compaction item. It now emits it once, and the count
is distinct by `compactionId`.
- Fix (from #19273): the conversation event view dropped
`context.compacted`, so a finished run never showed the divider. The
view now keeps compactions, plus context readings for runs that
compacted. A finished run's compactions show as thread dividers.
- Fix: the Codex harness stamps before/after sizes on the compaction
event. Codex reports the compacted size before the compaction item ends,
so the old neighbour-based guess showed the wrong size.

## Verification

- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, `node
scripts/storybook-catalog.mjs`: pass.
- New tests: `server/src/__tests__/context-compaction.test.ts`,
`status-arbiter.test.ts`, `issue-context-usage.test.ts` (duplicate
compaction counts once), `ui/.../context-usage-row.test.tsx`,
`native-session-runtime.test.ts` (context compaction), Codex driver and
runnerd transport tests, Rust
`codex_compaction_turn_binds_the_turn_reported_after_its_empty_response`.
Rust `codex_provider` suite: 115 passed.
- `pnpm test:run` locally: one failure in
`chat-channels.integration.test.ts`. It reads
`.claude/skills/slack/SKILL.md` from the main checkout, which is not
present in this worktree. It is not related to this change.
- Live, local worktree instance, Codex agent on the Paperclip runner:
clicked Compact now. The run succeeded. Context went from 35k to 9.4k
tokens, and later 9.4k to 9.2k. The task stayed In Review. The thread
shows "Context compacted · 9.4k → 9.2k tokens" and the meter dropped.
- Live Claude proof: pending. The local Claude agent needs an Anthropic
API key. claude-agent-acp handles `/compact` as an echo-less turn, and
the runner already maps its "Compacting completed." notice to
`context.compacted`.

## Risks

- A compaction run resumes the agent's session. If the session cannot
resume, the run fails with `native_context_compaction_unavailable` and
the task is unchanged.
- Compact now is not available while the agent runs on the task, because
compaction interrupts the active turn.
- The conversation view now returns context readings for runs that
compacted. Runs that never compacted return the same events as before.
- An old runner binary ignores `compact` and rejects the `turn.start`
because it has no text. It does not start an ordinary turn.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:07:12 -06:00
DottaandClaude Opus 5.5 958f9aa9f3 feat(issues): limit agent-created task trees to parent and child (#19312)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents split work into tasks. A task can have a parent task.
> - Today agents can nest tasks to any depth: parent, child, grandchild,
and deeper.
> - Deep agent-made trees are hard to follow, and an agent that works on
a child task makes grandchildren by default.
> - This pull request limits agent-created trees to two levels: a
top-level task and its children.
> - A request for a grandchild does not fail. The server puts the new
task beside the requester and tells the agent.
> - Board users keep full control. They can still nest to any depth.
Existing deep trees stay valid.
> - The pull request also records which task created each new task, so
the audit trail stays complete when the parent changes.

## Linked Issues or Issue Description

No public issue exists. This is the feature description. Related: #16853
(budgets that include descendant work) also reasons about task trees;
this change does not alter its traversal.

**Subsystem affected**

Issues (tasks): create, child create and move in the issue service and
routes. Agent tools, chat suggestions and creation provenance use these
paths.

**Problem or motivation**

Agents create subtasks as deep as they want. An agent that runs on a
child task gets that child as the default parent, so its follow-ups
become grandchildren. The trees become deep and hard to read. The parent
link is also the only record of which task created a follow-up, so that
record is lost when the parent changes.

**Proposed solution**

Limit agent-created trees to a parent and its children. When an agent
asks for a grandchild, put the new task under the requester's parent and
return `parentAdjusted`. Do not reject the request. Keep board users
unrestricted. Record the originating task in a new server-set
`origin_issue_id` column. Keep `origin_run_id` as the originating run.

**Alternatives considered**

Reject grandchild requests with an error. We did not do this, because
agents then fail mid-task. Add a database constraint. We did not do
this, because existing deep trees must stay valid and nesting can return
later.

## What Changed

- Add `MAX_AGENT_TASK_HIERARCHY_DEPTH` (2) and the
`IssueParentAdjustment` type in `packages/shared`.
- Add `resolveNewTaskParent` and `planIssueParentChange` in
`server/src/services/issues.ts`. `create`, `createChild` and `update`
use the agent limit by default (`parentDepthPolicy: "flatten"`).
- The issue create, `/children` and PATCH routes pass `allow_nested` for
board users. For agents, the routes check authorization against the
parent that the server actually writes.
- The requester keeps its behavior when the server moves a task beside
it: `blockParentUntilDone` blocks the requester, and the new task
inherits the requester's workspace and privacy.
- The server never moves a task above a low-trust boundary root that
contains the requester.
- These subsystems keep any depth, because they find their work by
parent: watchdog reviews, monitor recovery, email-channel placement, and
routines that a person configured.
- An agent move of a task that has children skips only the parent change
and returns `reason: "has_children"`.
- Add `issues.origin_issue_id` (nullable, `on delete set null`, indexed)
in migration `0434`. Only the server sets it. The `createdFrom` detail
field, the `createdFromIssueId` filter and task-creation provenance read
it first.
- Chat prompts now let a chat agent create one task, a task with
children, or separate tasks. The conversation is never a parent.
- The runner `create_task` tool accepts an optional `parentTaskId`. A
chat agent can create a top-level task and then put subtasks under it.
The run must be able to read and change the parent. A conversation is
never a parent. The depth limit still applies. Project tools map the
field to `parentId` through the issue route. The protocol manifest,
semantic contracts and eval fixture are regenerated.
- Watchdog runs that have an active watchdog keep their requested parent
on all create paths, because their access is limited to the watched
subtree.
- Fix a bug that the test drive found: the chat (MCP) `create_task`
ignored the requested `status`, so a `backlog` task became `todo` and
started to run. It now uses the same rule as the native tool.
- Update `skills/paperclip`, `doc/SPEC-implementation.md`, and add the
plan `doc/plans/2026-11-05-two-level-task-hierarchy.md`.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-task-hierarchy-depth.test.ts
src/__tests__/agent-task-hierarchy-depth-routes.test.ts`: 19 new tests
for service and route behavior, all pass.
- Related suites (64 files: issues service, thread interactions,
privacy, watchdogs, provenance, runner tool authority, decisions,
routines, project tools): 1208 tests pass. Two tests changed because of
the intended behavior and pass now. Two `email-channels.integration`
tests fail locally because the test cannot find a bundled skill file
from this worktree path. This change does not touch that code.
- `packages/db`: migration safety, snapshot drift and journal tests
pass.
- Typecheck passes for `server`, `packages/shared`, `packages/db`, `cli`
and `ui` (local `ui` errors come only from generated Storybook catalog
files that are absent).
- Local test drive on an isolated instance with real Claude agents: 29
of 29 use cases pass, including an agent on a child task (follow-ups
placed beside it, with the notice) and a chat that creates a top-level
task with three subtasks.
- I did not run the full `pnpm test:run` or `pnpm build` locally. CI
runs them.

## Risks

- Behavior change for agents: some follow-ups that were grandchildren
are now siblings. The parent of the requester is woken when all its
children finish, which now includes these tasks.
- The runner `create_task` input contract adds one optional field, so
the protocol manifest and the pack contract change. The tool output does
not change: it shows the actual `parentId`, and the activity log records
`parentAdjusted`.
- Migration `0434` adds a nullable column, a foreign key and an index.
It does not backfill rows.
- `IssueCreationSource.run` is now nullable.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 21:22:33 -06:00
c9c4949c86 build(deps): bump zod from 4.4.3 to 4.6.6 (#17364)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The shared validators use zod to check API input, and the Runner
contracts check some of the same values again
> - zod below 4.6.6 has a high-severity memory issue
(GHSA-mrhx-c7xc-m3w5), so this bump is necessary
> - zod 4.6 also changes string `min`, `max`, and `length`: they now
count Unicode code points, not UTF-16 units
> - The Runner question parser and the goal readers still use JavaScript
string length, so emoji text can pass zod and then fail later
> - This pull request bumps zod and keeps the string-length bound on
those schemas
> - The benefit is that we get the security fix, and these inputs still
fail at validation

## Linked Issues or Issue Description

Refs GHSA-mrhx-c7xc-m3w5.

**What happened?**
With zod 4.6, three CI tests failed on this bump. Two showed an emoji
body that is over the agent commentary ceiling and that zod now accepts.
The third is the scheduler timeout described under Verification.

**Expected behavior**
A dependency bump does not widen an API limit. Text over the limit gets
a validation error.

**Impact**
Emoji text between the two bounds passed validation and failed later:
- A question set is created, and then each answer gets a 422. The
question stays pending and nobody can answer it. A schema and parser run
confirmed the mismatch. This was not run over HTTP.
- The Muse route returns a 500 because `parsePaperclipQuestionSet`
throws an error that is not an `HttpError`. This comes from reading the
code. It was not run.
- A Runner goal normalizes to null and replaces the stored goal, or it
is marked blocked. This comes from reading the code. It was not run.

## What Changed

- Bump zod to `^4.6.6`. The lockfile resolves 4.6.7. (Dependabot)
- Add `maxStringLength` to `packages/shared/src/validators/text.ts`. It
checks zod `max` and JavaScript string length.
- Use `maxStringLength` for the question-set text fields, the Runner
goal objective, and the agent commentary body.
- Add regression tests for the question-set bound and the goal objective
bound.
- Dependabot recreated the branch on current `master` (`@dependabot
recreate`) to resolve `pnpm-lock.yaml` conflicts. This happened twice.
The lockfile is Dependabot's. Each time, the two fix commits were
applied again without changes.

## Verification

- Compared zod 4.4.3, 4.6.5, 4.6.6, and 4.6.7 directly. The change to
`max` is in 4.6.5 or earlier, and 4.4.3 does not have it.
- Passed locally: `packages/shared` tests `agent-commentary`,
`validators/issue`, and `runner-goal`, plus `tsc --noEmit` in
`packages/shared`.
- Passed locally on the first fix commit: server
`agent-commentary.integration`, `agent-commentary-helper`, and
`openapi-routes`. The later commit changes these schemas again. CI
passed these tests at `b5e9dc7352`.
- Local testing was focused. GitHub CI is the full regression check. CI
passed at `b5e9dc7352`, including `ci / verify` and `ci / e2e`.
- Greptile reviewed `b5e9dc7352`. The score is 5/5, with no inline
comments.
- After the recreate, the fix commits applied cleanly as `bad62c3ba5`
and `3294552e65` on Dependabot's `46789d1487`. Their diff is the same as
the diff Greptile reviewed. The lockfile still resolves zod 4.6.7. The
focused `packages/shared` tests (`validators/issue`, `runner-goal`) and
`tsc --noEmit` in `packages/shared` passed again locally. A second
`pnpm-lock.yaml` conflict came before CI finished at `3294552e65`.
- Second recreate: Dependabot ignored the first `@dependabot recreate`
(no reaction and no update job after 20 minutes). It acted on the second
command and pushed `83c328c15c`. The fix commits applied cleanly as
`dd3e87d93e` and `95b450048f`, with the same diff. The lockfile still
resolves zod 4.6.7. The same focused tests and `tsc --noEmit` passed
again locally. Greptile first scored `95b450048f` 4/5 with one P2: the
description did not explain the source changes. Greptile read
Dependabot's replacement description, which was live during that review.
The description was restored and the thread resolved. The new review
scored `95b450048f` 5/5 with no findings. CI failed at `95b450048f` in
two shards. Neither failure comes from the zod change:
- `server (9/12)`: `server/scripts/reporting-lock-policy.test.mjs` fails
with "Reporting lock changed; review the dependency correction before
install". #19283 added this test today. It requires the committed
`pnpm-lock.yaml` hash to match `tests/runner-e2e/report-lock.json`.
Every pull request that changes the lockfile fails it until the hashes
are renewed, for example #17172 and #17911.
- `workspaces-a (1/2)`:
`cli/src/__tests__/company-import-export-e2e.test.ts` timed out waiting
for its child server. The same test failed the same way on two unrelated
branches in the same hour (runs 42115721271 and 42109846042). A rerun of
this shard at `95b450048f` passed. The rerun of `server (9/12)` failed
again on the reporting-lock test.
- #19356 fixed the reporting-lock gate for Dependabot lockfiles and
merged. A re-run reuses the old merge commit, so the empty commit
`482d76686e` starts a run against current `master`. `pnpm-lock.yaml` and
the reporting-lock proof on `master` did not change since this branch's
base.
- CI at `482d76686e`: `ci / policy` passed, and `server (9/12)` skipped
the reporting-lock test as #19356 intends. `e2e shard (6/8)` failed once
in `cloud-auth.spec.ts` ("apiResponse.json: Response has been disposed",
a Playwright race in a route handler). The same test passed at
`95b450048f` with the same code. A rerun passed. All checks pass,
including `ci / verify` and `ci / e2e`.
- Earlier failure: `issue-monitor-scheduler.test.ts` ("lets the board
check a scheduled monitor on an in_progress task") timed out in CI at
`d60b5f56d8`. It passed 5 of 5 local runs with the first fix. The cause
is unknown. The test waits 3 seconds for heartbeat runs to settle, so CI
load is possible, but this is not proven. The test passed in the CI run
at `b5e9dc7352`. This shows recovery. It does not explain the earlier
timeout.

## Risks

- All other zod string bounds now count code points. Emoji text can be
up to 2N UTF-16 units and 4N UTF-8 bytes (it was N units and at most 3N
bytes). This pull request does not change those bounds.
- An audit of those bounds found no other concrete failure. It checked
index limits, byte limits, `.length` guards, provider limits, and
security `min` checks. It used code search and sampling, so it is not
exhaustive.
- Not verified: Slack `topic` and `purpose` use `.max(250)`, and we did
not confirm how Slack counts that limit.
- `.min(N)` is now stricter for emoji text. A single emoji no longer
passes `.min(2)`.
- `@dependabot rebase` or `@dependabot recreate` on this branch will
remove the manual commits. This happened twice to resolve lockfile
conflicts, and the commits were applied again each time.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused tests only; see
Verification)
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes (no
documentation change needed)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (at `482d76686e`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(5/5 at `95b450048f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---

Bumps [zod](https://github.com/colinhacks/zod) from 4.4.3 to 4.6.6.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/colinhacks/zod/releases">zod's
releases</a>.</em></p>
<blockquote>
<h2>v4.6.6</h2>
<blockquote>
<p>Six malicious commits pushed to <code>main</code> on September 21
with a compromised git credential were reverted the same day in <a
href="https://redirect.github.com/colinhacks/zod/issues/6620">#6620</a>
and have since been removed from the history of <code>main</code>. None
were ever published to npm. The npm provenance for 4.6.6 names 284243fb,
the pre-rewrite copy of 9c219833 with identical contents.</p>
</blockquote>
<h2>Commits:</h2>
<ul>
<li>0cd3af5e9f50ad11bbcd4407a46a21b8848ba574 docs: load the en locale
directly in Zod Mini</li>
<li>9d5e60f162997b764b40d45aa02481888db50dea docs: import locales from
zod/locales, not z.locales</li>
<li>34a626f307871ecbb0123947559328dc52ed5e3e docs: tighten the z.locales
tree-shaking note</li>
<li>74304ce5b5796b5edb9a88ceb8e170b6ea3e82df release: stage npm versions
instead of publishing them (<a
href="https://redirect.github.com/colinhacks/zod/issues/6622">#6622</a>)</li>
<li>b2ef983e0711ff6517d6020b021071e2e5653efa docs: add Code for Japan to
bronze sponsors</li>
<li>8fb2faf0584828a6a027d8279db36f6f52784462 docs: crop the Code for
Japan logo and list it first in bronze</li>
<li>bacad518c41610d654658172d325874bf0ee6290 docs: square the Code for
Japan logo to match the other bronze tiles</li>
<li>c42596bd1c87e941d7241d10e012c5c196adcc10 release: hold the run on
the release-approval environment until the staged versions are approved
(<a
href="https://redirect.github.com/colinhacks/zod/issues/6638">#6638</a>)</li>
<li>a2ba4a67986a3e6b2b131be30084a2f460d9ea67 fix(types): declare record
output and input as members, not base type arguments (<a
href="https://redirect.github.com/colinhacks/zod/issues/6645">#6645</a>)</li>
<li>a0ebf970f2d752e5f58527cd2942ff48be4f46bd fix(v4): check array, set
and map size bounds before parsing elements (<a
href="https://redirect.github.com/colinhacks/zod/issues/6652">#6652</a>)</li>
<li>529f78dd9431b07f49647fee3aa0819b3f8b66b7 4.6.6</li>
<li>9c219833c3a3764fa1f1ea9c5ecec8254a63c0b1 ci: stage at verbose so a
failed OIDC token exchange says why</li>
</ul>
<h2>v4.6.5</h2>
<h2>Commits:</h2>
<ul>
<li>d2b135cfb7a3582b9eb515756b9166bcb9521f4a docs: add the 4.6.x patch
highlights to the 4.6 post</li>
<li>f1448f7cee00df9fe1e9ad84a000aa1828cc8bc1 docs: fold the 4.6.x patch
highlights into the 4.6 post's own sections</li>
<li>de65a5cb39ed22a507fac935788f718fa88d104f docs: lead the properties
section with the check and add a Zod Mini tab (<a
href="https://redirect.github.com/colinhacks/zod/issues/6598">#6598</a>)</li>
<li>56222cd1532c07bcb91b67df529cab4c0a215330 feat(instanceof): key the
.properties() shape off the instance type (<a
href="https://redirect.github.com/colinhacks/zod/issues/6600">#6600</a>)</li>
<li>ca0229a404818290e6cdcfefcd7eb2d04bcbb543 Revert &quot;feat: add
z.currencyCode() over a vendored ISO 4217 list, refreshed weekly by CI
(<a
href="https://redirect.github.com/colinhacks/zod/issues/6595">#6595</a>)&quot;</li>
<li>cc4cd4ee9c52fcaa10964e48cc144541e41a5ed9 Revert &quot;Revert
&quot;feat: add z.currencyCode() over a vendored ISO 4217 list,
refreshed weekly by CI (<a
href="https://redirect.github.com/colinhacks/zod/issues/6595">#6595</a>)&quot;&quot;</li>
<li>0f3f5ee3ca56c7574bf849e54f79e9a6e02562ee 4.6.5</li>
<li>59bbc03e10c636b9eb3c393dfeb552819774ec21 chore: re-pin the
integration peers to the workspace zod after the 4.6.5 bump</li>
</ul>
<h2>v4.6.4</h2>
<p>A patch on top of <a
href="https://github.com/colinhacks/zod/releases/tag/v4.6.3">4.6.3</a>.</p>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/d6bc1e30"><code>d6bc1e30</code></a>
feat: add <code>z.currencyCode()</code> over a vendored ISO 4217 list,
refreshed weekly by CI (<a
href="https://redirect.github.com/colinhacks/zod/pull/6595">#6595</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/ad32d751"><code>ad32d751</code></a>
perf: <code>z.url()</code> rejects an invalid URL with
<code>URL.canParse()</code> instead of a throwing constructor, about 50x
faster; fewer allocations on the validation path (<a
href="https://redirect.github.com/colinhacks/zod/pull/6588">#6588</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2bb08717"><code>2bb08717</code></a>
chore: re-pin the integration peers to the workspace zod after the 4.6.4
bump</li>
<li><a
href="https://github.com/colinhacks/zod/commit/f6e1701a"><code>f6e1701a</code></a>
chore(deps): bump next to 15.5.25 and vite to 7.3.6 (<a
href="https://redirect.github.com/colinhacks/zod/pull/6153">#6153</a>)</li>
</ul>
<h2>v4.6.3</h2>
<p>A patch on top of <a
href="https://github.com/colinhacks/zod/releases/tag/v4.6.2">4.6.2</a>.</p>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/413cce9a"><code>413cce9a</code></a>
fix(v4): make z.properties() a check again (<a
href="https://redirect.github.com/colinhacks/zod/pull/6594">#6594</a>) —
removes the standalone <code>z.properties()</code> schema from 4.6.0;
<code>z.instanceof().properties()</code> and
<code>.check(...z.properties())</code> are unchanged</li>
<li><a
href="https://github.com/colinhacks/zod/commit/75d63ee1"><code>75d63ee1</code></a>
docs: show only the <code>.properties()</code> method form in the 4.6
post</li>
<li><a
href="https://github.com/colinhacks/zod/commit/46da9572"><code>46da9572</code></a>
docs: match the error-message examples to what the parsers emit</li>
</ul>
<h2>v4.6.2</h2>
<p>A patch on top of <a
href="https://github.com/colinhacks/zod/releases/tag/v4.6.1">4.6.1</a>.</p>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/9446b5cc"><code>9446b5cc</code></a>
fix: preserve undefined prefault outputs and object keys (<a
href="https://redirect.github.com/colinhacks/zod/pull/6587">#6587</a>) —
closes <a
href="https://redirect.github.com/colinhacks/zod/issues/6585">#6585</a></li>
<li><a
href="https://github.com/colinhacks/zod/commit/0c483c58"><code>0c483c58</code></a>
docs: the <a href="https://zod.dev/blog/zod-4-6">Zod 4.6 announcement
post</a> (<a
href="https://redirect.github.com/colinhacks/zod/pull/6546">#6546</a>)</li>
</ul>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/9c219833c3a3764fa1f1ea9c5ecec8254a63c0b1"><code>9c21983</code></a>
ci: stage at verbose so a failed OIDC token exchange says why</li>
<li><a
href="https://github.com/colinhacks/zod/commit/529f78dd9431b07f49647fee3aa0819b3f8b66b7"><code>529f78d</code></a>
4.6.6</li>
<li><a
href="https://github.com/colinhacks/zod/commit/a0ebf970f2d752e5f58527cd2942ff48be4f46bd"><code>a0ebf97</code></a>
fix(v4): check array, set and map size bounds before parsing elements
(<a
href="https://redirect.github.com/colinhacks/zod/issues/6652">#6652</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/a2ba4a67986a3e6b2b131be30084a2f460d9ea67"><code>a2ba4a6</code></a>
fix(types): declare record output and input as members, not base type
argumen...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/c42596bd1c87e941d7241d10e012c5c196adcc10"><code>c42596b</code></a>
release: hold the run on the release-approval environment until the
staged ve...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/bacad518c41610d654658172d325874bf0ee6290"><code>bacad51</code></a>
docs: square the Code for Japan logo to match the other bronze
tiles</li>
<li><a
href="https://github.com/colinhacks/zod/commit/8fb2faf0584828a6a027d8279db36f6f52784462"><code>8fb2faf</code></a>
docs: crop the Code for Japan logo and list it first in bronze</li>
<li><a
href="https://github.com/colinhacks/zod/commit/b2ef983e0711ff6517d6020b021071e2e5653efa"><code>b2ef983</code></a>
docs: add Code for Japan to bronze sponsors</li>
<li><a
href="https://github.com/colinhacks/zod/commit/74304ce5b5796b5edb9a88ceb8e170b6ea3e82df"><code>74304ce</code></a>
release: stage npm versions instead of publishing them (<a
href="https://redirect.github.com/colinhacks/zod/issues/6622">#6622</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/34a626f307871ecbb0123947559328dc52ed5e3e"><code>34a626f</code></a>
docs: tighten the z.locales tree-shaking note</li>
<li>Additional commits viewable in <a
href="https://github.com/colinhacks/zod/compare/v4.4.3...v4.6.6">compare
view</a></li>
</ul>
</details>
<br />

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

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Nicky Leach <nicky@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 17:41:43 -08:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
f2593b7905 feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People enter that work through the workspace, agent conversations,
and tasks.
> - Coordinator and Agent Chat still require experimental enrollment.
> - Task link prefetches do not warm the compact queries used by the
default task view. Chat also waits for a request when its navigation
list already holds the conversation.
> - This pull request makes Coordinator and Agent Chat standard and
reuses the reads needed for navigation.
> - People can choose Classic workspace in Experimental settings. Cached
work can appear while fresh data loads.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Workspace selection, Agent Chat availability, and navigation between
Chat, Tasks, and task details.

**Subsystem affected**

Cross-cutting: UI, workspace preferences, instance settings, and the
database migration.

**Current behavior**

People must enable Coordinator and Agent Chat in Experimental settings.
Opening a task can repeat requests because prefetch warms the full
detail and comment queries, while the default view reads compact task
data and a recent comment window. Opening Chat waits for a detail
request even when the current person's conversation list contains it.

**Proposed behavior**

Coordinator is the standard workspace for everyone. Experimental
settings offer Classic workspace, off by default. Old Coordinator
experiment values do not select Classic. Agent Chat is available to
everyone, including instances with an old saved or managed off value.
Task link intent warms the queries used by the mounted view. Chat can
use the current person's company-scoped conversation list during
refresh.

**Reason and benefit**

People can use the standard workspace without setup. Repeat navigation
can show cached content while the server refreshes it.

**Breaking changes**

Existing Coordinator experiment and Agent Chat off values no longer
disable these surfaces. Classic requires an explicit new opt-in. The
workspace API keeps its existing response shape and audit checks. The
migration retains legacy values and adds a separate Classic preference.
Execution permissions, company access, and chat privacy checks still
apply.

**Additional context**

Roadmap check: this graduates existing surfaces and improves their
navigation. It does not add a new agent execution capability. Duplicate
searches found no open Coordinator workspace PR. Related server cache
work, Refs: #17828, addresses compact issue-list invalidation; this PR
addresses client navigation queries.

## What Changed

- Add a default-off Classic workspace preference. Derive the existing
workspace API response from that choice. Keep personal persistence,
account isolation, and audited writes in the workspace preference
service.
- Replace the Coordinator experiment control with Classic workspace. Use
Coordinator while preferences load. Update the existing settings
examples and navigation recipe.
- Retire the Agent Chat experiment control. Ignore old stored and
managed off values. Retain the compatibility key and the existing
execution and access checks.
- Reuse account- and company-scoped chat list data with its original
freshness timestamp.
- Share compact task and recent-comment query options between prefetch
and the task view. Keep full-history prefetch for Classic tasks and
expanded history.
- Add upgrade, replay, cache, account isolation, and browser switching
regressions. Update product, database, development, and roadmap
documentation.

## Verification

- Targeted preference, settings, migration, cache, and UI regression
tests passed during implementation. The cache tests hold refresh
requests pending and check that content still renders. They also check
account isolation and stale refresh behavior.
- A real browser test verified fresh Coordinator defaults, Classic
opt-in persistence, and return to Coordinator. It used an isolated
source checkout with fresh data on macOS.
- Token, migration numbering and safety, map, and Storybook catalog
checks pass after the rebase.
- Repository typecheck and build pass. Typecheck and token gates also
pass after review repairs. The broad local run passed all six chat
integration shards (1,931 tests). It then found the host-CLI-dependent
recovery fixture described below. Its remaining duplicate work was
stopped after the full current-head CI matrix passed; this is not a
claim that the broad local command completed green.
- Review repairs passed 419 UI/migration fixture tests, 19 Coordinator
navigation tests, and all 214 tests in the five affected server suites.
The 24 Chat/workspace browser tests pass, including standard Coordinator
switching and explicit Classic persistence.
- The broader browser repair run passed 85 tests. It retained two failed
assertions and skipped five later serial cases. The affected files then
passed all 11 tests after the fixes: reopen the desktop panel after
reload and open More for Audit and Connectors. This includes the five
serial cases that had not run.
- The broad local suite exposed a recovery fixture that executed the
host Codex CLI during a simulated remote probe. On a host with Codex
0.154.0, model fallback broke its fixed-model assertion. The fake
sandbox now reports Codex 0.160.0. All 20 selected recovery/provider
compatibility cases pass after the repair.
- A CLI company import/export suite timed out during server startup in
the second CI run. The port fallback is intentional in that fixture. No
root cause was established. That suite passes on the final commit in CI.
This records recovery, not a claimed product fix for the earlier
timeout.
- The first CI run exposed remaining assumptions about the retired flags
and Classic UI. The repair commit updates those fixtures and navigation
steps. It also restores the missing enabled Cases destination in
Coordinator. Earlier local recovery attempts used the wrong fixture
notification and advanced fake time during live execution; the corrected
tests use the subscribed recovery queue and wall time during execution.
- Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at
**5/5** with no new comments. The original finding is resolved.
- Current-head CI is green: **56 successful checks**, with three checks
skipped by workflow filters. This includes typecheck, build, the
complete Vitest matrix, all eight browser shards, Runner verification,
release checks, and security checks. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42132651414).
- Typecheck caught missing `pid` and `startedAt` fields in the simulated
command result. The fixture now returns the complete process contract,
and the server test-layer typecheck passes.
- Storybook catalog alignment was checked. Storybook play tests were not
run. Hosted latency and cold bundle loading were not measured.

## Risks

- The new default changes the workspace for people who previously left
the Coordinator experiment off. They can opt into Classic in
Experimental settings.
- The additive migration must run before the new server code. It is safe
to replay and preserves explicit Classic choices.
- Cached content can be stale during background refresh. Existing query
invalidation and source timestamps still control freshness.
- These changes reduce avoidable loading waits. They do not establish a
measured improvement in hosted request latency or initial bundle
download time.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 16:28:25 -08:00
DottaandClaude Opus 5.5 bf10bc695a feat(task): show the agent's context window in task properties (#19273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run through a harness (Codex app-server, or Claude through
ACPX), and the runner turns harness events into Paperclip events
> - Both harnesses report how full the model's context window is. Codex
sends `modelContextWindow` with its token usage. Claude sends `used` and
`size` in ACP `usage_update`
> - Paperclip dropped both values. The task view could not show how
close an agent is to compaction, and a compaction left no visible mark
in the task chat
> - This pull request carries the context-window occupancy through the
runner, stores it with the existing usage events, and shows it as a
"Context" row in the task Properties panel
> - It also shows a "Context compacted · 230k → 38k tokens" divider in
the task chat when the agent compacts its context
> - The benefit is that operators can see when a long task is near its
context limit and when the agent lost detail to a compaction

## Linked Issues or Issue Description

Refs #19252 (same pattern: a canonical harness event turned into
task-chat UI). Refs #19267 (status notices; it turns Claude's compaction
banner into a notice, and this PR reads that notice too).

**What existing behavior does this improve?**
The task view shows no context-window information, and a compaction is
invisible in the task chat.

**Subsystem affected**
Runner usage normalization (Rust and TypeScript transport), the PRP
usage schema, a read-only issue API, the task Properties panel and the
task-chat transcript.

**Current behavior**
Codex `modelContextWindow` and ACP `used`/`size` are dropped in the
runner. `context.compacted` always has null sizes, Claude compactions
emit no `context.compacted` event at all, and the live runner turn hides
every marker except "interrupted".

**Proposed behavior**
`usage.reported` carries an optional `context {usedTokens,
windowTokens}`. The task Properties panel shows a Context row ("10% of
258k") with a hover breakdown (tokens used, input and cached input,
output, cost, compactions). The transcript shows a compaction divider,
with sizes from the usage before and after the compaction.

**Reason and benefit**
Operators can see when a long task is close to its context limit, and
they can see where the agent's earlier context was summarized.

**Breaking changes**
None. The new schema field is optional, and the new endpoint is
read-only.

## What Changed

- PRP `usage.schema.json`: add an optional `context {usedTokens,
windowTokens}` object. Regenerate the schema bundle and the protocol
manifest.
- Rust `provider_events.rs`: add `codex_context_usage` (last request
`totalTokens` and `modelContextWindow`) and `acpx_context_usage` (ACP
`used`/`size`). ACPX `usage_update` now sets `context`.
- Rust `provider_backend.rs`: Codex `thread/tokenUsage/updated` sets
`context` on live (non-historical) usage.
- Rust `provider_events.rs`: emit `context.compacted` for the completed
`context_compaction` provider notice that #19267 produces from Claude's
compaction banner. Only this path marks a Claude compaction, so the
server counts each compaction once.
- `runnerd-codex-transport.ts`: `rehydrateRunnerdUsageNotification`
keeps a valid `context` on `tokenUsage`, so it reaches the stored
`item.completed` usage item.
- Server: new `GET /api/issues/:id/context-usage` (issue read access is
required) and `issueContextUsage` service. It reads only the assignee's
current session (the session of its newest usage report), and returns
that session's latest context reading, non-zero totals, cost, and the
count of compactions across all of the session's runs. Added to OpenAPI.
Shared type `IssueContextUsage`.
- DB: migration 0432 adds two partial indexes on `heartbeat_run_events`,
built concurrently. One indexes usage items by run and time. The other
indexes `context.compacted` events by company and session. `EXPLAIN`
shows that both lookups use them.
- UI: new `ContextUsageMeter` (bar, percentage, hover card) and
`IssueContextUsageRow` in the Execution section of Properties. The row
refreshes every 8 s while a run is active, and once more when the run
ends.
- UI transcript: `native-run-events.ts` maps `context.compacted` to a
`context` activity entry with pre/post sizes from neighbouring usage
items. `transcript-adapter.ts` turns it into a new `context_compacted`
marker variant. The live runner turn keeps that marker as its own
timeline row.
- Storybook: `task-context-window.stories.tsx` (Properties panel in a
task, all states, hover breakdowns, divider).

## Verification

- `cargo test -p paperclip-runner-core --lib provider_events` (new
tests: ACPX context, Codex context, banner compaction, notice
compaction)
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/live/runnerd-codex-transport.test.ts`
- `cd ui && npx vitest run src/components/ContextUsageMeter.test.tsx
src/components/transcript src/components/task-chat
src/components/issue-properties`
- `cd server && npx vitest run
src/__tests__/issue-context-usage.test.ts` (embedded Postgres)
- `node scripts/typecheck-low-memory.mjs`, `pnpm check:token-gates`,
`pnpm --filter @paperclipai/paperclip-runner run check:protocol-types`
- Live check on a local worktree instance through the runnerd path:
- A Codex `gpt-5.5` task showed "10% of 258k" (27k of 258k, input 77k
with 49k cached, output 1.1k).
  - A Claude Sonnet 4.6 task showed "17% of 200k" (34k of 200k).
- Storybook: Tasks and conversations / … / Task chat / Context window.
- Not verified live: a real compaction. The divider is covered by unit
tests through the same projector path the task chat uses.

## Risks

- The schema field is optional, and older runners omit it. The UI
renders nothing until a harness reports a window.
- Migration 0432 builds two partial indexes concurrently on
`heartbeat_run_events`, which is a large table. The indexes cover only
usage items and compaction events, so they stay small. They add a little
write overhead to those events.
- Claude in-progress usage rows still record zero tokens with `requests:
1`. The final turn usage is correct. This PR does not change accounting.
- A "Compact now" action is out of scope. It needs a compaction-only run
that does not produce a run result. It will come in a follow-up.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, in-app browser for Storybook and
the live instance).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:54:27 -06:00
DottaandClaude Opus 5.5 4ece2107b8 fix(connections): offer aggregator Slack sign-in on Cloud instead of a customer OAuth app (#19328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connectors let people give agents tools, such as Slack, from the
Connectors catalog or from an agent's inline "Connect" card
> - On Paperclip Cloud, the only Slack path is "Slack needs its own
OAuth app". The user must create a Slack app, paste a callback URL, and
enter a Client ID and secret
> - Managed Slack chat setup exists, but it is behind the experimental
Chat connectors setting, which is off on Cloud. Composio's and Arcade's
managed Slack sign-in exists, but the native Slack row hides it
> - In an onboarding test on Cloud, a tester got this card from the
onboarding agent, spent 7 minutes on it, and declined it. No Slack
connection was made
> - This pull request follows the existing Google Workspace pattern: on
Cloud, a native connector whose every setup path needs a
customer-created OAuth app yields new setup to the aggregators' managed
sign-in, in the catalog and in agent connection discovery
> - The benefit is that Cloud users can connect Slack with a sign-in
instead of creating a Slack app

## Linked Issues or Issue Description

**What happened?**
On a Paperclip Cloud instance, the onboarding agent asked the user to
connect Slack. Connectors > Slack > Connect showed "Slack needs its own
OAuth app. Slack does not let Paperclip register itself automatically,
so this connector needs an OAuth app you create." The form asks for a
callback URL, a Client ID and a Client secret. It has no link to Slack
app settings. The method description said "Use the provider-hosted
connection for the quickest setup." The tester gave up. The original
notes said that the cloud connector asked for an HTTPS server. That is
not correct: no HTTPS or deployment-mode check is in this path. The real
blocker is the customer OAuth app requirement.

**Expected behavior**
Slack can be connected from the supported Cloud flow without setup steps
that only an operator can do.

**Steps to reproduce**
1. On a Cloud instance with Chat connectors off (the Cloud default),
open Connectors and search for "Slack".
2. Click Connect on Slack. The "needs its own OAuth app" form opens.
3. Or, let an agent call `connections_search("Slack")`. It returns
native `slack` first, and its card opens the same form.

**Additional context**
Evidence: the Slack gallery entry on the Cloud instance had
`ownershipAvailability` `platform_shared: false`, `platform_provisioned:
false`, `customer: true`. `GET
/api/companies/:id/chat-slack/setup-options` returned 403 "Chat
connectors are disabled".

## What Changed

- `packages/shared`: add `nativeConnectorRequiresCustomerOAuthApp(app,
settings)`. It is true when every available setup path of a native
connector needs a customer-created OAuth app: no Paperclip-managed
client, no dynamic client registration, and no enabled chat setup.
- `ui/src/pages/apps/Browse.tsx`: on Cloud, such a connector yields to
aggregators, the same as the built-in Google connectors. The catalog
shows the "Connect through Composio or Arcade" row, and its Connect
button opens the provider choice. A saved native connection, a chat
endpoint, Chat connectors on, a self-hosted instance, or no aggregator
route keeps the native row.
- `server/src/services/connection-intents.ts` and new
`connection-native-yield.ts`: agent `connections_search` uses the same
rule. On Cloud, it does not prefer native Slack for new setup, so the
agent asks the provider-choice question (Composio, Arcade or Zapier).
The rule applies the advertised Paperclip Cloud connector profiles, so
apps with a managed Cloud client (for example Asana) do not yield. If
the profiles cannot be read, the native connector stays.
- `slack.json`: correct the Slack tool method copy, which said "quickest
setup". Add a "register" console link to `https://api.slack.com/apps`,
so the form now shows "Open Slack app settings".
- Tests in all three layers.

## Verification

Red/green. I committed the tests first (`2386fd83df`) and ran them
against unchanged source code.

**Red (before the fix):**

```
server › aggregator connection fallback › Slack on Paperclip Cloud
× offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
AssertionError: expected [ 'slack', 'google-calendar', …(7) ] to deeply equal [ 'via:composio:slack', …(2) ]
+   "slack", "google-calendar", "google-docs", ...
Tests  1 failed | 3 passed | 45 skipped (49)

ui › Connectors landing page
× offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
AssertionError: expected 'SlackSend and read messages in your t…' to contain 'Connect through Composio or Arcade.'
Received: "SlackSend and read messages in your team's channels.Connect"
Tests  1 failed | 5 passed | 92 skipped (98)

shared › Slack tool connection guidance
× describes the customer-created Slack app honestly and links to Slack app settings
AssertionError: expected 'Use the provider-hosted connection fo…' not to match /quickest/i
Tests  1 failed | 3 passed (4)
```

**Green (after the fix):**

```
✓ server › Slack on Paperclip Cloud › offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
✓ server › Slack on Paperclip Cloud › keeps native Slack when Chat connectors provide its own setup path
✓ server › Slack on Paperclip Cloud › keeps native Slack for a company that already saved a Slack connection
✓ server › keeps native Slack on self-hosted instances, where operators register their own Slack app
✓ ui › offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
✓ ui › keeps the built-in Slack connector when Chat connectors offer its setup path
✓ ui › keeps the built-in Slack connector when the instance is self-hosted
✓ ui › keeps a saved built-in Slack connection on its native row on Cloud
✓ shared › describes the customer-created Slack app honestly and links to Slack app settings
✓ shared › flags Slack only while its chat setup is unavailable
✓ shared › does not flag connectors with a managed, dynamic-registration, or credential path
```

Neighbouring suites:
- `packages/shared` (all): 98 files, 1060 tests passed
- `ui` `src/pages/apps` + `src/features/connections`: 54 files, 980
tests passed
- `server` `connection-aggregator-fallback` 49/49,
`connection-intents-service`, `native-connection-baseline-fixture`,
`runner-connection-eval-fixtures` passed. `satisfied-connection-intents`
52/52 passed when run alone. It had a suite-setup error only when three
embedded-Postgres runs went in parallel.
- `pnpm check:token-gates`: clean. `tsc --noEmit` shows no errors in
changed files. Local runs show unrelated errors because the
`paperclip-runner` workspace package is not built. CI runs the full
typecheck.

Still needs a live Slack workspace to prove:
- Complete Slack sign-in through Composio or Arcade on a Cloud instance,
and an agent tool call to Slack.
- An agent run on Cloud that asks the provider-choice question for Slack
and then connects through the selected aggregator.

## Risks

- Behaviour change on Cloud only, for native connectors whose every path
needs a customer-created OAuth app and that an aggregator serves. Today
that is Slack (when Chat connectors are off), and Box and Xero if the
aggregator catalog has them. On Cloud, these move to the aggregator
route for new setup, the same as the built-in Google connectors. Saved
connections keep their native row and discovery.
- Cloud users who want their own Slack app can still open
`/apps/connect?source=slack`, but the catalog row no longer links to it
while the rule applies.
- Self-hosted instances keep the native connector unchanged.
- Follow-up, not in this PR: enable managed Slack chat on Cloud (Chat
connectors Cloud default and `PAPERCLIP_SLACK_MANAGED_SETUP_ENABLED`).
This is a flag and operations change. It needs the Cloud Slack broker to
be proven first. When it is enabled, this rule stops yielding Slack
automatically.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of a staging instance, file
editing).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:12:45 -06:00
DottaandClaude Opus 5.5 00c7738513 fix(task-chat): keep messages sendable after a declined connection request (#19331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task chat composer shows a queue of saved input that waits for
the agent's next turn
> - When a person declines a connection request (for example Slack), the
server queues a read-only receipt so the agent learns the outcome
> - The composer showed that receipt with its raw JSON receipt in hover
text, and the receipt hid the person's next message
> - The next message could not be edited, discarded, or sent, so the
chat looked stuck after a simple "Decline"
> - This pull request shows a readable status for receipts and keeps the
person's own later messages visible and actionable
> - The benefit is that declining a connection resolves cleanly and the
conversation continues

## Linked Issues or Issue Description

**What happened?**
During an onboarding test on staging, a person declined the agent's
"Connect Slack" request. A queued steering item then stayed above the
composer. It could not be edited. Its hover text showed raw JSON.
Sending the next message produced an error.

**Steps to reproduce**
1. Give a task to a Paperclip runner agent whose run is active or waits
on a busy workspace.
2. Let the agent request a connection, then decline it.
3. See the queued item "Rejected: Connect Slack". Hover it: the title is
the full JSON receipt.
4. Send another message. The message never appears in the queue. Its row
controls stay disabled. Send or Interrupt on the receipt queue returns
`409 This queue does not support interruption`.

**Expected behavior**
A declined connection request resolves cleanly. It shows a readable
status. The next message can be sent.

**Evidence (staging wake diagnostics for the test task)**
- 17:52:09: the decline wake for the Slack request. It stayed deferred,
was never claimed, and was skipped at 18:21.
- 17:52:10: a later retry wake for the plan-approval continuation.
- `GET /issues/:id/queued-comments` projects the oldest matching wake.
From 17:52 to 18:21 the composer showed the Slack receipt.

Refs: related to the separate plan-approval queued-message fix, which
changes the recovery sweep. This PR only touches the queue projection
and the receipt label.

## What Changed

- `server/src/services/queued-interaction-response.ts`: add
`queuedInteractionSummary()`. A receipt now has one readable line, for
example `Declined: Slack connection`, `Connected: GitHub connection`, or
`Accepted: Build the app`. The entry `source.summary` carries it. The
steering body for the agent still includes the typed JSON receipt.
- `server/src/routes/issues.ts` (`findQueuedCommentWake`): a queued
user-message wake now takes precedence over a receipt wake. A receipt
shows only when it is the only queued input. The receipt wake itself is
unchanged and is still delivered to the agent.
- `server/src/modules/wake-queue/adapters/postgres.ts`
(`findExistingDeferredWake`): skip interaction-receipt wakes when a new
message picks the deferred wake it merges into. Before, the receipt was
the oldest deferred wake, the merge was skipped, and every later message
started its own wake. Only the first message then appeared in the queue.
Receipts still never absorb user input.
- `packages/shared/src/types/issue.ts`: add the optional `summary` field
to `IssueQueuedCommentEntry.source`.
- `ui/src/components/task-chat/TaskChatQueuedMessages.tsx`: add
`queuedMessageLabel()`. The row text, the hover title, and all
aria-labels use the summary. They never use the raw steering body.

## Verification

Red/green tests were written first and run against the unchanged code.

New tests:
- `server/src/__tests__/issue-queued-comments-routes.test.ts`
- `shows a declined connection receipt as a readable status, not its
JSON`
- `keeps the next message visible and actionable after a declined
connection (running run | stopped run)`: declines Slack, posts the next
message, and asserts that the queue lists that message with
`canEdit`/`canDiscard`, that the discard works, and that the receipt
wake is still pending for the agent.
- `queues every later message together after a declined connection
(legacy run | stopped run)`: two messages after a decline both appear in
one editable queue, and the receipt wake keeps no message ids.
- `ui/src/components/task-chat/TaskChatQueuedMessages.test.tsx`
- `shows a declined connection request as readable text, never its raw
JSON receipt (BUG-08)`

**Red (unchanged code):**
```
server: × shows a declined connection receipt as a readable status, not its JSON
        AssertionError: expected { kind: 'interaction', …(3) } to match object { …, summary: 'Declined: Slack connection' }
server: × keeps the next message visible and actionable after a declined connection (running run)
server: × keeps the next message visible and actionable after a declined connection (stopped run)
        AssertionError: ["Declined: Slack connection"]: expected undefined to match object { canEdit: true, canDiscard: true }
        (the queue lists only the receipt; the new message is missing)
        Tests  3 failed | 85 skipped (88)
ui:     × shows a declined connection request as readable text, never its raw JSON receipt (BUG-08)
        AssertionError: expected 'Reorder queued message: Rejected: Con…' not to contain '{'
        Tests  1 failed | 23 skipped (24)
```
An exploratory probe on the unchanged code also showed the send error on
this path: `POST /queued-comments/interrupt` on the receipt queue with a
running native run returns `409 {"error":"This queue does not support
interruption"}`. The exact UI text that the tester saw was not
available.

Second commit (review follow-up), unchanged `findExistingDeferredWake`:
```
server: × queues every later message together after a declined connection (legacy run)
        AssertionError: expected [ Array(1) ] to deeply equal [ …(2) ]
        Tests  1 failed | 1 passed | 88 skipped (90)
```
With the change: `Tests  2 passed | 88 skipped (90)`.

**Green (with this change):**
```
pnpm --filter server exec vitest run src/__tests__/issue-queued-comments-routes.test.ts
  Test Files  1 passed (1)   Tests  90 passed (90)
server: heartbeat-comment-wake-batching + src/modules/wake-queue
  Test Files  11 passed      Tests  322 passed (322)
server: retry-scheduling, wake-diagnostics, question-response-delivery, comment-wake-batching, dot-runner, responsible-user-invariant, stale-queue-invalidation, queued-comments routes
  Test Files  8 passed       Tests  357 passed (357)
pnpm --filter ui exec vitest run src/components/task-chat/TaskChatQueuedMessages.test.tsx src/lib/issue-queued-comment-queue.test.ts
  Test Files  2 passed (2)   Tests  31 passed (31)
server: question-response-delivery, connection-intents-service, satisfied-connection-intents
  Test Files  3 passed       Tests  199 passed (199)
```
A first full run of the route file hit a 30s `beforeAll` timeout while
embedded Postgres started on a loaded machine. One new stopped-run case
was also flaky, because the agent could dispatch the new message before
the assertion. I fixed the flake: the test now occupies the agent on
another task (`maxConcurrentRuns: 1`), which is the existing pattern in
this file. I confirmed again that this test fails without the route fix.

Typecheck: `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui
typecheck` pass. `pnpm check:token-gates`: all gates clean. I did not
run the full `pnpm test:run` or `pnpm build` locally. CI runs them.

## Risks

- Behavior change: when a receipt and a user message wait at the same
time, the composer now shows the message queue. The receipt is no longer
shown there until it is the only queued input. The receipt wake and its
delivery do not change. The resolved card in the thread still shows the
outcome.
- The first line of the steering body for connection receipts changes
from `Rejected: Connect Slack` to `Declined: Slack connection`. The JSON
receipt for the agent does not change.
- Out of scope (unchanged on master, reproduced without any receipt):
while a native run is running, each new message gets its own queued run,
and the queue shows only the first one. Messages that join a
`scheduled_retry` run's context also do not appear in the queue
projection.
- Overlap: the plan-approval queued-message fix (BUG-03) changes the
recovery sweep, not this code. Both fixes touch the same symptom area.
They do not edit the same functions.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of staging, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 21:03:37 +00:00
DottaandClaude Opus 5.5 d807887534 fix(ui): use one status glyph mapping for every task view (#19329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task status is the main signal on every task surface: sidebar rows,
the task header, the status menu, lists, the inbox, pills and chat
cards.
> - One task state rendered different status icons in different views. A
blocked task that waits on an active sub-task showed the blue "in queue"
glyph in the task header. The status menu, the chat chip and the sidebar
rows showed the red "Blocked" glyph for the same task.
> - The cause: each view passed its own subset of the presentation
fields to `StatusIcon`. Many views dropped `blockerAttention` and some
dropped `externalConversationState`. The status menu rendered its
current row from the bare status. The summaries API did not return
`blockerAttention`, so the recent-task sidebar could not know the state.
> - This pull request puts the state-to-glyph/label mapping in one
resolver and makes every task view pass all of its fields.
> - The benefit is that the same state uses the same icon and label
everywhere.

## Linked Issues or Issue Description

No public issue. Found in a hands-on onboarding test on a staging cloud
workspace.

**What happened?**

The sidebar and the task pane/status menu showed different status icons
for the same state. On the test task (blocked, waiting on an active
sub-task), the task header and the status button showed the blue "in
queue" glyph. The selected "Blocked" row in the status menu showed the
red blocked glyph. The coordinator sidebar "Recents" and project rows
also showed the red blocked glyph, and the chat "Subtask created" chip
showed a red "Blocked" chip.

**Expected behavior**

The same underlying state uses the same icon and label everywhere.

**Steps to reproduce**

1. Create a task with a sub-task. Block the parent on the sub-task, and
let the sub-task's agent run (the parent is "blocked, covered").
2. Open the parent task. The header shows the blue "in queue" glyph.
3. Open the status menu. The current "Blocked" row shows the red glyph.
4. With the coordinator sidebar on, look at the task in Recents or in
its expanded project. It shows the red glyph.

**Paperclip version or commit**

`master` at 03eb49053f.

## What Changed

- Add `ui/src/lib/task-status-presentation.ts`.
`resolveTaskStatusPresentation()` is the one mapping from `status`,
`displayStatus`, `externalConversationState` and `blockerAttention` to
glyph, label and accessible copy. `taskStatusIconProps()` picks all four
fields from a task record.
- `StatusIcon` and `IssueStatusBadge` use the resolver. The status menu
draws the current row with the trigger's presentation (in queue, idle,
monitoring).
- `IssueStatusBadge` now accepts `blockerAttention`.
`taskStatusVar.in_queue` maps to the existing in-progress chip hue, the
same as the existing `--status-task-icon-in_queue` icon token.
- Task call sites spread `taskStatusIconProps(task)`: coordinator
sidebar recents and project rows, classic recent tasks, lists, rows,
columns, inbox, blocked inbox, my issues, dashboard, properties,
relation pills, search, sibling navigation, chat chips, case summaries,
status cards and user profile. Step/check statuses in protocol cards
stay unchanged because they are not task statuses.
- `GET /api/companies/:companyId/issues/summaries` returns
`blockerAttention` for blocked rows (at most five IDs, through the
existing `listBlockerAttention` service). `IssueSummary` gets the
optional field.
- Recent-task snapshots store and refresh `blockerAttention`. Sidebar
project rows request the `rows` projection, which includes blocker state
(the `index` projection skips it).
- Storybook: the Foundations/Status Language story gets a "Same state,
every view" section.

## Verification

Red on `master` (tests written first, then run against the unchanged
code):

```
cd ui && npx vitest run src/components/StatusIcon.picker.test.tsx src/components/CoordinatorSidebar.test.tsx src/lib/recent-tasks.test.ts
     × keeps the covered-blocker state so the sidebar shows the same queued glyph as the task pane (BUG-07)
     × marks the current row with the same glyph as the trigger for a covered-blocked task
     × marks the current row with the same glyph as the trigger for a waiting review and a monitored task
     × shows a covered-blocked recent task with the same queued glyph and label as the task pane
     × shows project tasks with their full status presentation
 FAIL  StatusIcon.picker.test.tsx > ... covered-blocked task
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  StatusIcon.picker.test.tsx > ... waiting review and a monitored task
AssertionError: expected 'var(--status-task-icon-in_review)' to be 'var(--status-task-icon-backlog)'
 FAIL  CoordinatorSidebar.test.tsx > ... covered-blocked recent task ...
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  CoordinatorSidebar.test.tsx > ... project tasks with their full status presentation
AssertionError: expected "vi.fn()" to be called with arguments: [ 'company', ObjectContaining{…} ]
 FAIL  recent-tasks.test.ts > ... keeps the covered-blocker state ...
AssertionError: expected undefined to deeply equal { state: 'covered', …(7) }
      Tests  5 failed | 32 passed (37)

cd server && npx vitest run src/__tests__/issue-summaries-routes.test.ts
     × projects the covered-blocker state so every task view picks the same queued glyph (BUG-07)
AssertionError: expected undefined to match object { state: 'covered', …(2) }
      Tests  1 failed | 14 passed (15)
```

Green with this change (same commands):

```
 Test Files  3 passed (3)
      Tests  37 passed (37)
 Test Files  1 passed (1)        # server summaries route
      Tests  15 passed (15)
```

Neighbouring and broader checks:

- `StatusIcon`, `StatusBadge`, `StatusGlyph`, picker, sidebar and
recent-task suites: 73/73 pass.
- Full UI Vitest run: 11106 pass, 1 skipped. Three `IssuesList.test.tsx`
tests timed out at 5 s under full-suite load. The same file passes 73/73
when run alone.
- `tsc --noEmit` for `ui` and `server`: no errors in changed files.
Remaining errors are pre-existing (unbuilt
`@paperclipai/paperclip-runner`, generated Storybook catalog).
- `pnpm check:token-gates`: all gates clean.

Screenshots. The staging task before the fix: the status button is blue,
the current "Blocked" row in the menu is red.

| Staging task (before) | Staging status menu (before) |
| --- | --- |
| ![staging
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1.jpg)
| ![staging menu
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1-menu.png)
|

Storybook "Same state, every view" (Foundations/Status Language). Before
uses the `master` `StatusIcon`/`StatusBadge`; after uses this branch.

| Before (master) | After (this PR) |
| --- | --- |
| ![storybook
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-storybook-menu.jpg)
| ![storybook
after](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/after-storybook-menu.jpg)
|

Before: the row glyph is blue, but the chip and the current menu row are
red. After: the row glyph, the chip and the current menu row are all the
blue "in queue" glyph.

Review follow-up (commits 1d3a1a0a9e, d5c798ec53): blocker state on
summaries, search and case responses is glyph-only (state, reason,
counts). Blocker titles and IDs are never returned; a sampled identifier
stays only when the actor can read that blocker. Producer-level tests
failed before the follow-up and pass after it
(\`task-created-items.test.tsx\`,
\`CoordinatorTaskCommitment.test.tsx\`,
\`company-search-service.test.ts\`, \`cases-routes.test.ts\`,
private-blocker case in \`issue-summaries-routes.test.ts\`). Before
merge, the branch was test-merged locally with current \`master\`:
typecheck clean, 1095 UI and 80 server tests in the affected suites
pass.

## Risks

- Low risk. Presentation only. Status mutations still use the canonical
`status`.
- The summaries endpoint now runs the blocker-attention query for
blocked rows. The endpoint accepts at most five IDs and runs the query
only when a row is blocked.
- Sidebar project rows use the `rows` projection instead of `index`.
This adds the blocker and review attention reads for at most 12 rows,
and only when a person expands a project.
- `IssueStatusBadge` shows the blue "in queue" chip for covered-blocked
tasks where callers pass `blockerAttention`. The label stays "Blocked"
and the full reason is in the tooltip.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:42:11 -06:00
DottaandClaude Opus 5.5 dd889e6a0b feat: show the assignee's provider usage limit in task properties (#19270)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run on the native Runner through the Codex app-server and the
Claude ACP harness
> - Both harnesses report the provider account's rate-limit windows:
Codex sends `account/rateLimits/updated`, and Claude sends its SDK
`rate_limit_event` as `usage_update._meta["_claude/rateLimit"]`
> - Paperclip dropped both signals, so an operator could not see that an
agent was near or past its provider limit
> - This pull request normalizes both signals into one account-scoped
snapshot, keeps the latest snapshot per agent, and shows it as one
"Usage limit" line in the task properties pane
> - The benefit is that an operator sees "5h 78% · resets 15:40" (amber
above 80%, "Limited until …" when the provider refuses work, "using
credits" when a used-up window falls back to credits) next to the
assignee, and can click it for every window

## Linked Issues or Issue Description

Refs #19246
Refs #19259

**Is your feature request related to a problem?**
Codex and Claude report provider rate-limit windows during a run.
Paperclip dropped them: the Codex notification fell through the Rust
normalizer with no branch, and ACPX dropped Claude's `_meta`. Operators
could not see how close an agent was to its provider limit.

**Describe the solution you'd like**
Store the latest reported windows per agent and show one compact line in
the task properties pane, with a popover that lists every window.

**Describe alternatives you've considered**
A full gauge in the agent list and the run header. A design review chose
one property line with a details popover instead.

## What Changed

- Runner (Rust, the runnerd path): new `provider_rate_limits.rs`. Codex
`account/rateLimits/updated` becomes a `provider.notice.recorded` event
(category `provider.rate_limits`, scope `account`). `CodexProviderState`
merges sparse updates and emits a notice only when the windows change.
ACPX `usage_update` with a sanitized `rateLimit` field also emits the
notice.
- Runner (sidecar): `acpx-runtime-sidecar.ts` forwards only `status`,
`rateLimitType`, `utilization` and `resetsAt` from
`_meta["_claude/rateLimit"]`. This needs the ACPX `_meta` passthrough
from #19259. Until that merges, Claude emits nothing.
- Runner (TypeScript in-process drivers): the same mapping in
`codex-session-notifications.ts` and `codex-acpx-driver.ts` through
`drivers/provider-rate-limits.ts`.
- Shared: `provider-rate-limits.ts` holds the snapshot type, the parser,
the merge, and `summarizeProviderRateLimits` (fullest current window,
expiry by reset time, limited versus using credits).
- Server: `agent-provider-rate-limits.ts` merges each notice into
`agent_runtime_state.state_json.providerRateLimits`, scoped by company
and agent. A session reset keeps the snapshot. No migration.
- UI: `AgentRateLimitPropertyValue` adds a "Usage limit" row under the
assignee in `IssueProperties`. Transcripts treat the notice as run-log
only. A run status event refreshes the assignee's runtime state.
- Storybook: `Tasks and conversations/Task creation and lifecycle/Usage
limit property`.
- Docs: `doc/run-log-events.md` describes the notice and its storage.

## Verification

- `cd packages/paperclip-runner/runner && cargo test -p
paperclip-runner-core --lib rate_limit` and `--test
acpx_provider_events`: sparse Codex merge, dedupe, reached window,
checkpoint round trip, Claude utilization and rejection, notice shape.
- `cd packages/paperclip-runner && npx vitest run
src/drivers/provider-rate-limits.test.ts src/drivers/codex`
- `cd packages/shared && npx vitest run
src/provider-rate-limits.test.ts`: summary, expiry, limited, using
credits, parse and merge.
- `cd server && npx vitest run
src/__tests__/agent-provider-rate-limits.test.ts`: create and merge,
out-of-order snapshot, company isolation, unrelated notices, session
reset keeps the snapshot.
- `cd ui && npx vitest run src/components/transcript
src/components/issue-properties src/context/LiveUpdatesProvider`
- `pnpm -r typecheck` and `pnpm check:token-gates` pass.
- Live test on a local worktree instance: a native Codex agent on a
ChatGPT subscription login ran a real task. The runner recorded one
`provider.rate_limits` notice. The server stored it. The task properties
pane showed "7d 100% · using credits" (this account's weekly window was
used up and had credits, and the run succeeded). The transcript showed
no extra row.
- Not verified live: Claude. The local Claude CLI was not signed in, and
the Claude path also needs #19259. The Rust and sidecar paths have
tests.
- Not run locally: the full `pnpm test:run` and `pnpm build`. CI runs
them.

## Risks

- Low risk. The snapshot is display data. It does not hold or start
work. The existing provider-limit wait (#19246) still reads typed run
failures.
- Codex can send a rate-limit update often. The runner emits a notice
only when the windows change, so run-log growth stays small.
- With API-key auth, the harnesses report no windows, so no row appears.
This is the intended result.
- `CodexProviderState` gains two optional serde fields with defaults, so
older checkpoints still load.

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

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, browser) and extended reasoning.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 20:26:51 +00:00
DottaandPaperclip 55389554c2 fix(runner): paginate workspace discovery before journal persistence (#19311)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native agents discover reusable workspaces through
`list_workspaces`.
> - The tool returned every authorized workspace in one result.
> - A large inventory exceeded the durable command journal limit. The
result stayed pending, and session cleanup blocked the next turn.
> - This pull request limits discovery in SQL and returns explicit
continuation metadata.
> - Agents can inspect every authorized workspace without sending the
full inventory in one command.

## Linked Issues or Issue Description

Related: #15749 introduced the task workspace tools. No duplicate
pagination fix was found.

**What happened?**

A native workspace discovery call returned a multi-megabyte inventory.
Persisting its result failed with `command_payload_too_large`. The
preceding answer could still be saved, but cleanup retained the
unsettled tool call. A later turn failed before provider work with
`native_session_cleanup_quarantined`.

**Expected behavior**

Workspace discovery must return a manageable page. Agents must be able
to request the remaining authorized rows. Existing visibility checks and
journal integrity checks must stay effective.

**Steps to reproduce**

1. Create 2,000 task-selectable workspaces with ordinary repository
paths.
2. Call `list_workspaces` from an admitted native run.
3. On the old code, the real API regression returns 869,781 bytes. The
command journal allows about 510 KiB.
4. On the repaired code, follow `nextCursor` to inspect all rows. Pages
contain at most 100 rows and fit within 128 KiB.

**Paperclip version or commit**

Reproduced on source commit `7351a9d74f` before the repair.

**Deployment mode**

Isolated source checkout with real PostgreSQL and authenticated native
agent APIs. Hosted deployment and incident recovery remain separate.

## What Changed

- Validate workspace list limits and UUID cursors with a JSON Schema
pattern supported by strict validators. Return `workspaces`, `limit`,
`returnedCount`, `hasMore`, and `nextCursor`.
- Apply company, visibility, lifecycle, and cursor conditions before the
SQL limit. Order pages by workspace ID. Fetch one extra row to detect
continuation without a count query.
- Fit encoded pages within 128 KiB, including JSON escaping and Unicode.
If one summary cannot fit, return explicit string previews with
`truncatedFields`. The authorized detail API retains its full record.
- Keep existing unpaged summary callers on their array response and
recent-use order.
- Update the native tool descriptor, generated contracts, catalog
fixture, and execution documentation.
- Add regression coverage for large inventories, complete pagination,
stable pages, private and foreign rows, invalid inputs, and legacy
summary behavior. Add an opt-in two-turn live Codex acceptance check.

## Verification

- Red before repair: `task-workspace-api.test.ts -t "pages a large
authorized workspace inventory"` failed because the result was 869,781
bytes instead of below 128 KiB. The transport regression also failed at
2,284,671 bytes.
- Green after repair and review changes: 120 tests passed across the
workspace API, transport, routes, native authority, coordinator,
historical-question, and Codex vertical-slice suites. They cover
complete discovery, byte-sized pages, oversized individual summaries,
full detail retrieval, private/foreign/lifecycle exclusions, and strict
schema compatibility.
- Journal safety: two focused durable control-plane tests passed.
Oversized result rejection and lossless valid result delivery remain
effective.
- Tool catalog and reconciliation: 30 tests passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed again on final commit `bc10880da6`. Server
typecheck also passed after the review changes. The original affected
suites passed on the rebased first commit (31 tests), and the expanded
review regression set passed afterward (120 tests).
- Real provider acceptance passed again on final commit `bc10880da6`:
local macOS arm64, rebuilt native Runner, `gpt-6.1-sol`, high effort,
per-turn lifecycle, and 2,000 persisted workspaces. Both turns
succeeded. Persisted call inputs and results prove that the second page
uses the first result’s cursor, both calls succeed, their IDs do not
overlap, and the encoded results stay within 128 KiB. The second turn
kept the provider conversation and file. Both task locks were clear
after completion, and no recovered execution failure was recorded.
Duration: 166.92 seconds.
- Full local `pnpm test:run` stopped in the chat shard: 330 tests passed
and one Slack registration test failed with `socket hang up`. That exact
test passed in isolation without changes, and the final-head CI chat
shards passed. A broader local managed-Slack follow-up produced no
result after about eight minutes and was interrupted; it is not counted
as a pass. The original full-suite failure remains recorded.
- The first CI head failed native tool-schema compilation because strict
validators did not recognize `format: uuid`. The revised descriptor uses
a UUID pattern. The previously failing coordinator, native
vertical-slice, authority, and history suites now pass locally. The
stronger live cursor-receipt acceptance check passed. Final-head CI
completed on `bc10880da6`: 57 checks passed and five optional checks
were skipped, with no failures or pending checks. Greptile reviewed that
commit at 5/5; both prior findings are resolved.
- Dependency cost: paged discovery runs the existing visibility-scoped
summary query with an ID cursor and at most 101 returned rows. It adds
no count query, filesystem scan, provider call, or background worker.

## Risks

- Native `list_workspaces` now returns a page object instead of an
array. Individual summaries can be explicit previews when a single
record exceeds the byte budget. Its advertised descriptor and generated
contracts change together. Agents must follow `nextCursor` until null
for a complete inventory.
- Each page rechecks current visibility. Concurrent insertions,
deletions, or access changes require a fresh scan when a complete
point-in-time inventory is needed.
- No migration or journal-limit change. An existing cleanup quarantine
still requires normal recovery after deployment; this PR does not bypass
it.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, shell tools, code editing,
and test execution. The exact served model revision and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 13:24:52 -06:00
DottaandPaperclip b400f76647 feat(ui): submit task composers with Enter by default (#19272)
Use Enter to submit task replies and new tasks, with Shift+Enter for a new line. Add an experimental preference to require Command/Ctrl+Enter.

Preserve autocomplete selection and IME confirmation, and retain the modifier shortcut until saved settings load.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 11:40:18 -06:00
DottaandClaude Opus 5.5 01dd6ab336 fix(recovery): show the saved-work recovery step and record why it failed (#19260)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sometimes a failed run left files in a sandbox. Then Retry first
runs system recovery to save those files before the task continues.
> - Recovery has steps: confirm that the previous attempt stopped, save
its files, then finish.
> - The task page did not show these steps. People saw "Queued" or
"Trying again in…" with a retry time that kept moving.
> - Each unclassified failure of the stop-confirmation step was recorded
only as `provider_unavailable`, so a repeated deferral could not be
diagnosed.
> - This pull request shows the current recovery step on the task. It
also records why each failed attempt failed, in closed labels.
> - The benefit is that people can see what Retry waits for, and
operators can see why recovery deferred.

## Linked Issues or Issue Description

Refs #19249

**What happened?**
A person clicked Retry on a task whose failed run had a retained
sandbox. For about 7 minutes the task showed only "Queued", and the
retry time moved forward twice. Recovery deferred twice in the
stop-confirmation step. Each deferral was recorded only as
`provider_unavailable` with an opaque fingerprint, so the cause could
not be found.

**Expected behavior**
The task shows the recovery step that it waits for, such as "Checking
that the previous attempt stopped. Trying again in 30s…". Each failed
attempt keeps a closed-label cause, for example `sandbox_not_running` or
`transport_timeout`, with an optional errno-style code and HTTP status.

**Steps to reproduce**
1. Get a remote task run to fail after its sandbox was placed, so that
recovery owns saved work.
2. Click Retry while the sandbox provider does not respond to the stop
check.
3. The task shows "Queued" or "Trying again in…". The recovery evidence
records only `provider_unavailable`.

**Paperclip version or commit**
master at 499712c6.

**Deployment mode**
Authenticated cloud deployment (staging).

## What Changed

- `system-recovery-state.ts`: a failed attempt can keep an optional
`failure.cause` with a closed `label`, an errno-style `code` and an HTTP
`status`. The schema drops a value that does not match.
- `workspace-recovery.ts`: an unclassified failure records
`sandboxProviderFailureLabel(error)` as its cause, and the warning log
includes the label. The cause never contains provider text.
- `system-recovery.ts`: the board handoff message after exhaustion names
the last cause.
- `TaskInterruptionPresentation` has an optional `recoveryStep`:
`checking_previous_run`, `saving_previous_files` or
`finishing_recovery`. The server sets it from the recovery phase only
for a scheduled or actively running system recovery.
- `ExecutionBlockerNotice` shows the step. While recovery runs it shows
"Saving files from the previous attempt…". While a recovery retry is
scheduled it shows "Checking that the previous attempt stopped. Trying
again in 30s…". Without a recovery step, the output does not change.

## Verification

- Red, then green: the new tests in `system-recovery-state.test.ts`,
`task-interruption-presentation.test.ts` and
`ExecutionBlockerNotice.test.tsx` failed before the change and pass
after it.
- `workspace-recovery.test.ts` (380 tests) passes. Its exhausted
unknown-failure case now expects `cause: { label: "provider_error" }`.
- An ordinary scheduled retry, a working run without recovery and the
existing failed states render as before.
- Server typecheck passes. UI typecheck passes for `src`. The only UI
errors are in Storybook support files whose generated catalog is not
built locally.
- `pnpm check:token-gates` passes.

## Risks

- Low risk. All new fields are optional JSON fields. No database
migration is necessary, and old records parse as before.
- This change does not change recovery behavior, retry timing or
authority. It adds presentation and diagnostics only.
- The cause label uses the existing closed transport label set. An
unrecognized error is recorded as `provider_error`.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 10:03:25 -06:00
DottaandClaude Opus 5.5 21640b6d51 feat(connections): gate the built-in Google Workspace connector behind an experimental toggle (#19247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps catalog lets operators connect external tools, including
Google services.
> - Paperclip has a built-in Google Workspace connector, but Google has
not yet verified Paperclip's Google app.
> - The built-in connector also hides the Composio and Arcade Google
apps, because native Google definitions claim those app names.
> - Users therefore see an unverified connector and cannot find the
working aggregator Google apps.
> - This pull request puts the built-in connector behind a default-off
experimental setting. When the setting is off, the aggregator Google
apps appear.
> - The benefit is that users get working Google connectors now, and the
team can still test the built-in connector on demand.

## Linked Issues or Issue Description

**Problem**
Google has not verified Paperclip's Google app yet. The Apps page still
offers the built-in Google Workspace connector. The built-in Google
definitions also suppress the Composio and Arcade Google apps (Gmail,
Google Calendar, Google Drive, Docs, Sheets, Slides, Chat), so users
cannot find them.

**Proposed solution**
Add the `enableGoogleWorkspaceConnector` experimental setting. The
default is off. When it is off, hide and block the built-in connector,
and show the aggregator Google apps. When it is on, keep the current
behavior.

**Alternatives considered**
Delete the built-in connector until verification is complete. We
rejected this option because the team must continue to test the
connector.

**Additional context**
Composio documents Gmail (63 tools), Google Calendar (50 tools), and
Google Drive toolkits that use Composio-managed OAuth. These toolkits do
not need Paperclip's Google app verification.

## What Changed

- Added the default-off `enableGoogleWorkspaceConnector` experimental
setting to the shared types, validator, feature catalog, server
defaults, and the managed-key list for Paperclip Cloud staging.
- Added `experimentalFeatureKey: "enableGoogleWorkspaceConnector"` to
the `google-workspace` app definition. The existing generic connector
gate then hides the connector in the gallery and blocks its setup,
discovery, execution, and agent suggestions when the setting is off.
- Added a "Google Workspace connector (Paperclip)" toggle card to
**Settings → Experimental**.
- Apps page (`Browse.tsx`): when the setting is off, built-in Google
rows without saved accounts no longer claim aggregator app identities.
The Composio and Arcade Google apps then show as aggregator rows. The
legacy Google slug filter now applies only to native rows, so the
Composio `gmail` row is not dropped.
- Saved per-service Google connections (Gmail, Drive, and others) are
not gated. They stay visible and usable.
- Updated `doc/connections/GOOGLE-WORKSPACE.md`.
- Tests: added tests for the hidden and visible Apps page states, the
settings toggle, and the definition gate. Existing built-in Google
Workspace tests now enable the setting.

## Verification

- `cd packages/shared && npx vitest run` passes (1055 tests).
- `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts
src/__tests__/tool-access-service.test.ts
src/__tests__/tool-gateway-service.test.ts
src/services/gmail-tool-governance.test.ts
src/services/google-chat-tool-policy.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/health.test.ts
src/__tests__/instance-settings-managed-overlay.test.ts` passes (864
tests).
- `cd ui && npx vitest run src/pages/apps
src/pages/InstanceExperimentalSettings.test.tsx
src/features/connections` passes.
- `tsc --noEmit` passes for `packages/shared`, `server`, and `ui`. The
`ui` run shows errors only in the untouched
`storybook/support/feature-map` files.
- `pnpm check:token-gates` passes.
- Manual check: open **Apps** with the setting off. Search for "Gmail".
The Composio Gmail row appears, and the built-in Google Workspace card
does not. Turn on the setting in **Settings → Experimental**. The
built-in card appears again.

## Risks

- Existing built-in `google-workspace` connections stop running while
the setting is off, because the generic gate blocks execution. This is
intentional, so that the unverified Google app is not used. Turn on the
setting on instances that must keep these connections.
- Saved per-service Google connections are not affected.
- When the setting is on, the behavior does not change.

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

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, running in
Claude Code with tool use (shell, file edits, web fetch).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:37:24 +00:00
TonioandClaude Opus 5.5 9e9a628a57 feat(ui): turn Artifacts V1 on for every instance and hide its toggle (#19164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Artifacts show the output of agent work on the Artifacts page, in
the panel Artifacts tab, and in the task thread
> - #17228 added the Artifacts V1 presentation behind an experimental
setting that is off by default
> - The presentation is now ready for all users, so an opt-in toggle is
no longer necessary
> - A new default alone does not reach all instances, because each
experimental write persists every flag
> - This pull request removes the toggle and turns V1 on for every
instance
> - The benefit is one artifact presentation for all users, with an off
switch for hosting operators

## Linked Issues or Issue Description

Refs #17228
Refs #17263

**Is your feature request related to a problem? Please describe.**
Artifacts V1 shows only on instances where an admin turned on an
experimental setting. Other users see the previous cards.

**Describe the solution you would like**
Show Artifacts V1 on all instances. Remove the toggle from Experimental
settings.

**Describe alternatives you have considered**
A new default without a change to the hook. This does not work, because
many instances have a stored false that nobody chose, and no toggle
would remain to change it.

## What Changed

- Removed the Artifacts V1 card from Instance Settings, Experimental.
- Changed `enableArtifactsV1` to default on in the schema, the feature
catalog, and the settings service.
- Changed `resolveArtifactsV1Enabled` to ignore a stored false. It
honours false only when the value comes from managed config.
- Kept the flag and the previous cards, so a hosting operator can hold
V1 off.
- Kept the key in the Cloud staging list, so a managed false does not
hold V1 off on staging.
- Updated unit tests, the Artifacts V1 plan, and the directions-lab
Today reference.
- Moved the attachment and upload e2e specs and the runner download
helper to the V1 rows.
- Added V1 tests for a Markdown review: expansion, deep link, and open,
raw and download actions.

## Verification

- `cd ui && npx vitest run`: one test file failed before its fix. That
file tests the previous cards, and it now mocks the hook to off. I reran
it with the other changed UI tests, and they pass. I did not repeat the
full UI run after the fix.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/text-attachment-tabs.spec.ts
tests/e2e/artifact-uploads.spec.ts
tests/e2e/artifact-tab-arrival.spec.ts`: 10 tests pass on V1.
- `tests/e2e/cloud-auth.spec.ts` failed once in CI on a task heading. It
does not touch artifacts, and 10 local runs pass.
- `cd server && npx vitest run src/__tests__/instance-settings`: 183
tests pass.
- `cd packages/shared && npx vitest run src/feature-catalog.test.ts
src/validators/instance.test.ts`: 35 tests pass.
- `pnpm run check:token-gates` and the `ui` and `server` typechecks
pass. I did not run the full repository check.
- In the artifact directions lab, with no stored settings, the Today
right panel renders the V1 rows.
- I did not test this on a live instance. After merge, confirm on
staging that the Experimental page has no Artifacts V1 card and that all
three surfaces show V1.

## Risks

- All users see V1 after the next release, not only staging users. To
revert, revert this pull request.
- Users cannot turn V1 off. Only a hosting operator can, through managed
config, and not on Cloud staging.
- An instance with a managed `enableArtifactsV1: false` stays on the
previous cards. The cloud harness source has no reference to this key,
but I cannot read the live fleet configuration.
- V1 surfaces render before settings load. An operator-held instance can
briefly show V1 before the previous cards.
- Admins who use the API can still write the flag. The write has no
effect on unmanaged instances.

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 08:14:49 +00:00
Nicky LeachandClaude Opus 5.5 be20d4ad97 fix(projects): keep projects on the storage chosen at creation (#19036)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A project stores its work in Core/local storage or in a storage
plugin
> - Today, Core finds the installed default each time it reads a project
> - So installing a default storage plugin moves existing projects,
without a saved change
> - Agents that cannot reach the new storage then lose access to new
workspaces
> - This pull request makes Core apply the default once, when it creates
a project
> - The benefit is that a project stays on its storage until a person
moves it

## Linked Issues or Issue Description

No issue exists. This describes the problem. I searched open pull
requests for related work and found no duplicate.

**What existing behavior does this improve?**

How Core chooses the storage for a project when a plugin claims
`defaultForProjects`.

**Current behavior**

Installing such a plugin changes the storage of every existing project
with no explicit choice. Disabling the plugin changes it back. Nothing
is saved, so the project has no fixed owner. Execution environments and
storage are separate contracts, so an agent can lose access to new
workspaces on a project that it used before.

**Proposed behavior**

Core saves the storage choice on the project when it creates the
project. A project with no saved choice uses Core/local storage. A
plugin-backed project stays attached to its plugin. A Core/local project
can move to a plugin.

**Reason and benefit**

A project stays on its storage until a person moves it, so installing or
disabling a plugin does not change where work goes.

**Alternatives considered**

- Keep the default at read time and add a process that saves a choice on
existing projects when a plugin arrives. This adds a background step and
a race with new projects.
- Add a new database column. The existing policy field already holds the
choice, so a migration is not necessary.

## What Changed

- `resolveProjectWorkspaceProvider` reads only the saved choice. It no
longer applies an installed default.
- `withDefaultProjectStorage` applies the default when Core creates a
project, including a personal private project. With more than one
default, a project with no explicit choice is refused. This is the
existing conflict rule, now applied at creation.
- `projectService.update` refuses a change of storage on a plugin-backed
project. An update that omits the field keeps the attachment.
- Plugin lifecycle delivery sends project events to a storage provider
only for projects attached to it, and for deleted projects. Core
acknowledges the other events for that provider. Other plugins continue
to receive all project events.
- The project settings control has no "Inherit" option. It is locked on
a plugin-backed project.
- `ProjectWorkspaceProviderConfiguration.source` no longer has the
`"default"` value.
- A project with no repository or folder ignores its saved storage
choice when a task runs. A storage plugin cannot manage this type of
project, so its tasks use a plain task directory. Without this change,
the second run of a task reset the agent session, and remote agents
could not use an empty task directory.
- The plugin SDK README and the plugin authoring guide describe the new
rules.

## Verification

- `npx vitest run
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/plugin-lifecycle-delivery.test.ts
server/src/__tests__/plugin-workspaces.integration.test.ts
packages/plugins/sdk/tests/workspace-provider.test.ts`: 93 tests pass.
- `npx vitest run src/components/ProjectProperties.concurrency.test.tsx`
in `ui/`: 9 tests pass.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/ui typecheck` pass.
- `npx vitest run` on `heartbeat-session-preparation`,
`workspace-preparation`, `remote-workspace-source`,
`project-workspace-provider.integration`, and
`plugin-workspaces.integration` in `server/`: 231 tests pass.
- I did not run the full test suite locally. CI runs it.
- I did not test this change on a running instance.

## Risks

- **Behavior change at upgrade:** an existing project that uses a plugin
only through the installed default, with no saved choice, moves to
Core/local storage after upgrade. Its plugin files stay in place, but
new work does not use them until an operator sets
`storageProviderPluginId` on the project. This pull request has no
automatic backfill.
- **Missed lifecycle events:** a provider does not receive events for a
Core/local project. If the project moves to that provider later, the
update event starts its reconcile.
- **One-way move:** a person cannot move a plugin-backed project back
through the API or the UI. This is intended. If a plugin is disabled,
the project fails closed, as it does today for an explicit choice.
- This pull request does not stop a person from assigning an agent to a
project with storage that the agent cannot reach. That is follow-up
work.
- This changes core plugin behavior, and I did not discuss it in `#dev`
first. Maintainers can tell me if they want a discussion before review.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-04 13:07:29 -08:00
DottaandPaperclip 0eaabe5c0b refactor(accounting): remove company serialization from paid settlement (#18917)
Settle paid operations through operation-scoped transactions. Preserve exact ledger evidence and replay while moving aggregate budget decisions to durable deferred work.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-04 07:29:28 -06:00