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PaperClipAI/doc/native-workspace-finalization-recovery.md
Devin FoleyandPaperclip 7e10dbe652 fix(server): retain stopped ephemeral workspaces after failed copy-back (#15790)
## Thinking Path

> - Paperclip manages work performed by agents.
> - A remote adapter must copy workspace changes back after execution.
> - Cancellation can stop and release an ephemeral sandbox before
copy-back fails.
> - The recovery recorder previously considered only active or already
held leases.
> - This change carries the original host lease into the recorder and
checks both stop receipts.
> - The exact stopped source receives a board repair obligation without
replaying work.

## Linked Issues or Issue Description

**What happened?**

A legacy remote run can report `workspaceRestoreFailure` after its
dedicated stop has released the source lease. The recorder misses that
source and does not create its file-repair action. Related prior work:
#15637 adds bounded transfer diagnostics; #15718 protects native
accepted finalization. This change addresses the separate legacy
recording order.

**Expected behavior**

Preserve the exact eligible source and record the existing board repair
obligation. Preserve cancellation, later task progress, and newer
execution ownership.

**Steps to reproduce**

1. Acquire an ephemeral remote lease for a legacy run.
2. Complete the dedicated stop-and-retain lifecycle and persist both
stop receipts.
3. Report a workspace copy-back failure from the original adapter
invocation.
4. Observe that the old recorder omits the released source. The
PostgreSQL regression reproduces this order.

**Paperclip version or commit**

de042e79ef.

**Deployment mode**

Server with PostgreSQL and a sandbox provider. The regression uses
disposable local PostgreSQL and synthetic provider receipts.

## What Changed

- Clone the realized host lease before adapter dispatch and carry it
into restore recording.
- Admit a released source only when its original and current policies
are ephemeral, its full ownership and workspace identity match, and its
dedicated retention receipt agrees with the independent
stopped-execution receipt.
- Reject reusable, expired, destroyed, rebound, competing, or
insufficiently proved sources. Preserve release state and receipts when
recording the existing no-replay repair action.
- Cover the actual stop-before-copy-back lifecycle, cleanup retries,
built-in dispatch, rollback, repeated recording, newer owners, and
ownership/receipt failures. Document the narrow scope.

## Verification

- `pnpm exec vitest run
server/src/__tests__/legacy-workspace-restore-recovery.test.ts
server/src/services/legacy-execution-recovery.test.ts`: 80 passed.
- Existing Grok confirmed-stop/copy-back boundary test: passed.
- The new PostgreSQL regression fails on the baseline because the
recovery marker is absent.
- Guard-removal controls fail when either the ephemeral-policy gate or
original-source identity checks are removed.
- `pnpm --filter @paperclipai/server typecheck`: passed.
- Additional competing-owner/lifecycle checks: 6 passed, including older
stopped and destroyed allocation owners.
- `pnpm -r typecheck` and `pnpm build`: passed.
- Independent review approved the final source. The exact ephemeral
regression fails on the baseline; policy/identity guard-removal controls
fail their intended assertions.
- Compatibility with #15789 was checked in a disposable combined
checkout: both commit orders yield the same tree. The earlier broad run
passed 136 cases; the final guard/SDK delta passed 9 cases.
- Greptile: 5/5 on the current head, with no review threads.
- Exact-head CI: 53 successful checks and 2 expected skips; no failures
or pending checks. This includes all test shards and Canary Dry Run.
- The duplicate local `pnpm test:run` aggregate was stopped after full
CI passed. It is not reported as a completed local suite.
- No live provider calls, historical data repair, run replay, or
deployment was performed.

## Risks

No schema or API change. A qualifying source remains held for manual
file repair and eventual removal, which can retain provider storage
longer. This fix does not recover historical files or establish that the
provider still holds the bytes. Reusable sources remain excluded from
this new path because provider resume can start before the database
handoff. Existing active-source and previously recorded recovery
behavior is unchanged.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, and
independent agent review. The exact model revision and context-window
size are not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 01:27:03 -07:00

17 KiB

Native workspace finalization ownership and recovery

Native workspace export and merge acquire a PostgreSQL advisory lock scoped to company and run before the first physical copyback. The live heartbeat and the reconciler share that lock. Recovery skips a busy owner without recording another workspace operation or spending a retry. Recovery also rechecks the coordinator's terminal state and retry time under ownership: an earlier sweep snapshot cannot start another export after live finalization publishes a permanent repair or delay. A completed workspace barrier is reread under ownership before export, and a committed coordinator cannot be overwritten by a late failure receipt.

The lock transaction holds no row locks. Ordinary progress and finalization receipts remain visible through the normal database pool. A dedicated connection outside the application pool is reserved for the duration of copyback and closed when it settles; even a one-connection application pool remains available for progress writes. Its run profile carries nativeWorkspaceFinalizationOwner, an exact token, host, PID, and process-start receipt. Losing the lock connection does not prove physical copyback stopped: a contender still refuses a receipt whose controller is alive. The original callback joins before its token is released, and publication checks the lock connection and token. Graceful completion clears the receipt. If that cleanup write fails after the callback joins, only the same exact controller boot retains positive in-process join evidence and may resume after reconnecting; an unknown token or a new boot does not inherit that authority. A controller that has exited on the same host can be recovered automatically only when a durable successful workspace barrier proves its copyback finished. A dead parent can leave tar/Git children alive, so incomplete copyback requires operator stop verification even on the same host. PID reuse is checked against its recorded start time rather than trusted by PID alone.

Unverified copyback after controller replacement

Generic orphan recovery does not turn a missing provider PID into process_lost while the native coordinator is workspace_finalizing with an accepted result bound to the same company, issue, and run. The finalizer owns that unfinished suffix, including the interval before it acquires its physical owner receipt. The heartbeat's phase or profile alone does not establish this authority. The conditional orphan write rechecks the durable result and the heartbeat's PostgreSQL tuple version, so a result published while the write waits on its row lock cannot be overwritten using an older statement snapshot. Result publishers lock and update that heartbeat in the same transaction as acceptance.

The running run keeps its source lease while the existing finalizer either completes, records its bounded failure policy, or requires operator stop verification. A new queued run or a healthy child task cannot clear an unverified copyback hold. Verified finalization clears the matching run's hold after commitment. Existing terminal-task dispositions and explicit cancellation remain unchanged; this does not recover a source already destroyed by an older controller or claim that an unfinished export succeeded.

The controller cannot verify a process on a foreign or unknown host, or orphaned copyback children after an abrupt parent death before the success barrier. It surfaces native_workspace_finalization_owner_unverified as board-owned recovery, with no automatic provider wake. This is an intentional limit: elapsed time or a missing database connection never proves the old copyback process stopped.

An instance operator must first verify through the deployment platform that the exact prior controller and its copyback subprocesses have stopped. Retain the sandbox, accepted native result, and workspace descriptor. Do not run a new provider turn, delete workspace contents, or relax archive confinement.

After that platform verification, use a database maintenance transaction to release only the exact receipt shown by the recovery action. Replace the four placeholders with the action's company, run, token, and source issue. The advisory lock prevents concurrent acquisition during this change; the token comparison prevents clearing a newer owner. A zero-row update means ownership changed and requires fresh inspection. This maintenance operation is for a full-control instance operator, not an agent tool.

BEGIN;
SELECT pg_advisory_xact_lock(hashtextextended(
  'native-workspace-finalization:<company-id>:<run-id>', 0));
UPDATE heartbeat_runs
SET runner_profile_json = runner_profile_json - 'nativeWorkspaceFinalizationOwner'
WHERE company_id = '<company-id>'::uuid
  AND id = '<run-id>'::uuid
  AND native_issue_id = '<issue-id>'::uuid
  AND runtime_mode = 'native'
  AND runner_profile_json->'nativeWorkspaceFinalizationOwner'->>'token' = '<owner-token>'
RETURNING id;
COMMIT;

Resolve the existing board recovery action with a note containing the platform stop evidence. The ordinary reconciliation sweep then resumes workspace finalization from the accepted result. Confirm the run's native phase and resultJson.finalizationPhase are committed, there is no nextAttemptAt, and no workspace operation is still running. The accepted provider result is reused.

Automatic unsafe archive recovery

An unsafe link in a native workspace must not fail a completed task or require an operator to repair a sandbox. The accepted agent result remains authoritative.

Daytona validates every exported archive before extraction. If validation rejects an archive, export once more using files, directories, and relative symlinks whose resolved targets stay inside the workspace. The fallback does not follow or delete symlinks. It omits unsafe or unresolvable links, stores hard-linked files as ordinary bytes, and preserves directory exclusions and empty directories. The second archive passes the same confinement checks. A fixed informational message records the fallback in the provider log.

If native copyback still rejects the archive or its source confinement check, Paperclip discards that export, records workspace_export_omitted at info level in the local run log, and completes finalization using the original accepted result. It does not create a task warning, recovery card, repair request, or new provider turn. The normal completion policy still enforces ownership and explicit workflow constraints. Lost remote files are an accepted tradeoff.

The live path and restart finalizer use the same policy under workspace finalization ownership. Ownership loss, transport failures, missing sandboxes, and other unrelated errors retain their existing handling. No unsafe archive is extracted. No host path or link target is copied into the informational run event.

Repairing a failed workspace export without rerunning the agent

Transient export failures retry three times, then produce native_workspace_sync_out_retry_exhausted. The accepted result stays saved, and the exact sandbox is stopped and retained for export-only recovery. The reason identifies a transport/copyback failure, not an inferred disk-space cause. New unsafe archives use the automatic policy above and do not create this hold. Historical unsafe-archive holds recover automatically as described below; they do not use this operator flow.

A board member with runtime management access can complete the saved result:

  1. Read the recovery action, run, and environment lease. Verify the company, run, provider sandbox ID, and stopped-provider receipt. Preserve that exact sandbox; do not acquire a replacement or seed the host workspace over it.
  2. Through the provider console or official SDK, resume that sandbox and inspect the export failure while preserving all user files. Restore transport access or other provider prerequisites before retrying. Extending the sandbox retention window can be necessary during this repair.
  3. In the task's Workspace export needs repair notice, describe the repair and choose Retry workspace export. The equivalent board API is POST /api/issues/:id/recovery-actions/retry-workspace-export with { "actionId": "<recovery-action-id>", "runId": "<run-id>", "repairNote": "<repair and preservation evidence>" }.
  4. Confirm the same run commits, the saved result determines the task outcome, and the recovery action resolves. No new provider turn or wake is created. A reusable repair sandbox is stopped and retained again. An ephemeral sandbox follows its original destroy-after-turn policy only after the exact result commits and the workspace reference contains a finalized host-copy receipt.

Admission requires the same accepted result, task owner, descriptor, and lease; confirmed prior provider stop; an available repaired sandbox; and no newer task execution or competing current lease. It shares finalization ownership and resumes only the recorded provider lease through its verified lifecycle method. That method drains old activity and verifies the saved workspace identity before reopening the provider's controller admission gate; an external console restart alone does not reopen that gate. Admission rejects a missing or replacement sandbox and revalidates after probing the exact workspace. A changed binding or unavailable sandbox returns 409 without reopening work. A duplicate queued request is idempotent. Unsafe archives use automatic salvage or omission during retry. Generic ordinary recovery resolution cannot retry, mark done, or send the task for review in place of export-only retry. Explicit board false-positive/cancellation dispositions remain deliberate overrides; they do not claim successful copyback.

Before publishing terminal export failure, the finalizer atomically records a stop-only intent with the failed run. This includes ephemeral allocations: ordinary release policy cannot delete their unexported files. A crash before cleanup leaves enough exact lease, result, and plugin authority for restart recovery. The same intent remains while export-only retry is active.

Before resuming the retained sandbox, the controller durably records a stop-only cleanup intent on that exact lease and removes the old stopped receipt. If the resume reply is lost, probing fails, or admission changes, it stops and retains the sandbox. A failed stop remains pending_cleanup; a restarted controller's bounded cleanup sweep retries the verified stop without destroying saved files. An in-flight request holds a 15-minute cleanup claim, so a controller crash may delay that sweep until the claim expires. Neither an unconfirmed stop nor a stale receipt grants admission, and a changed lease or competing sandbox owner prevents cleanup from taking ownership. Retry export after the lease has a new confirmed stopped receipt. No provider turn is created by this recovery. Cleanup and its readiness probe use the plugin ID recorded on that lease. Another plugin with the same provider name cannot take over; an unavailable original plugin defers cleanup without consuming an attempt. Stop-only cleanup requires the exact plugin worker to advertise environmentStopLease. Older plugins without that hook receive neither release nor destroy; resume admission also defers until safe compensation is available. New intents use schema v2 with an explicit plugin pin. A v1 intent created before that field existed remains recoverable using only the plugin ID already recorded on its exact lease; an explicit mismatched pin is still rejected.

The opt-in native-workspace-export-resume.live.test.ts is a provider-boundary fault integration, separate from the browser Product E2E. After building the Daytona plugin, run that exact Vitest file with PAPERCLIP_LIVE_EXPORT_RESUME=1, DAYTONA_API_KEY, and PAPERCLIP_LIVE_EXPORT_RESUME_IMAGE set to an immutable image digest. It creates one disposable ephemeral sandbox and database, injects probe and stop transport failures, and verifies a fresh runtime can stop the sandbox while preserving exact nonce bytes. It also injects three transient failures at the production finalizer boundary and verifies retained work plus export-only retry admission. This boundary test does not claim physical copyback or result commitment; historical browser Product E2E supplied that proof before automatic unsafe-export recovery. It deletes only that owned fixture after proof.

Historical unsafe exports

The reconciliation sweep automatically recovers accepted results that an older controller terminalized with native_workspace_sync_out_unsafe_archive. It omits the already-rejected export without accessing the old provider, so a stopped, unavailable, or deleted sandbox cannot require user repair. The omission barrier and result re-admission are atomic under finalization ownership. The normal status arbiter still enforces current ownership, contracts, and gates.

This works with active, incorrectly resolved, or missing old repair actions. It clears the matching stale unsafe notices instead of restoring them. Newer runs, changed task ownership or contracts, another active recovery action, and explicit operator dispositions prevent replay of old results. No provider turn is created. Diagnostics appear only in the local run log; no unsafe-export activity notice, repair card, or recovery chip is created. Existing stop-only allocation intents retain their exact ownership and cleanup protections.

Daytona stop-only preservation disables provider auto-delete and refreshes the provider record to confirm the disabled policy before stopping. An unavailable or unconfirmed policy leaves cleanup pending; it never falls back to stop or delete. The original ephemeral destroy policy applies only after exact accepted-result copyback and commitment.

New ephemeral native allocations receive an acquisition-time workspace sentinel bound to their run and provider allocation. Export-only resume requires that proof and the unchanged durable intent. A legacy ephemeral allocation without this proof remains blocked; recovery never creates a sentinel or accepts a replacement during resume. The reusable workspace identity hash is unchanged.

Disabling auto-delete retains provider storage while repair waits. No automatic lease-age sweep deletes these released, confirmed-stopped allocations. Storage costs can continue until committed copyback applies the original cleanup policy or an operator explicitly deletes the allocation.

Generic stop-only cleanup

An explicit sandbox stop_and_retain also requires the dedicated provider hook when no export repair is involved, including successful per-turn reusable runs and startup cancellation. Before dispatch, the controller stores a separate sandboxStopAndRetain intent bound to the company, run, lease, provider allocation, and original plugin. The initial cleanup and restart sweep both require that plugin to advertise environmentStopLease. Missing capability or failed stop leaves pending cleanup; ordinary release and destroy are never fallback methods.

A matching stopped receipt clears the pending intent, leaves the lease released and resumable, and saves sandboxStopAndRetainReceipt. Its request identity, original plugin and method: "environmentStopLease" attest this dispatch route. The accepted-result export intent and its commitment requirements are unchanged.

The built-in fake provider uses its explicit stopLease operation rather than a plugin RPC. Its intent pins the registered built-in provider and its receipt says builtin.stopLease. This provider owns no real process or filesystem; the receipt models its lifecycle. Missing built-in stop support or an unconfirmed receipt also remains pending through restart, without calling release or destroy.

Legacy copy-back after a confirmed stop

A legacy adapter can report failed workspace copy-back after cancellation has already stopped and released its sandbox lease. The host records the exact lease snapshot from before adapter dispatch. For an originally ephemeral source, the recorder can preserve the released allocation for repair only while the current lease is still ephemeral and its company, run, issue, workspace, provider, allocation, acquisition time, plugin, and realized root still match. It requires both the dedicated stop-and-retain receipt and the matching stopped-execution receipt. A competing owner or changed source fails closed. The recorder leaves release status and receipts intact, excludes the allocation from reuse, and creates the existing board-owned file-repair obligation without replaying work or changing a newer run or the task's status.

This late-recording path does not admit reusable leases. Provider resume can precede the database handoff, so an old stop receipt and a database row lock cannot prove that reuse has not started. Existing active-source and previously recorded recovery paths retain their behavior. A missing or rejected original snapshot does not authorize adopting another released lease.

A retained source receipt records control-plane evidence; it does not prove the provider still holds the original bytes or that copy-back succeeded. Operators must verify and recover the exact source separately. Later successful runs and completed tasks do not certify recovery of earlier workspace files.