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PaperClipAI/doc/architecture/native-status-arbitration.md
DottaandPaperclip c9021c6721 fix: require explicit native completion reviews (#13314)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs report their outcome through paperclip_finish.
> - The server previously turned incomplete reports into human approval
requests.
> - Those requests could block a later successful run, even when no
person had requested review.
> - This pull request creates review cards only for explicit attention
requests and withdraws proven old fallback cards.
> - Agents receive useful completion feedback, while explicit approval
gates and task state protections remain in force.

## Linked Issues or Issue Description

Related: #13266 removed reviews caused by policy upgrades. This change
removes the separate completion fallback.

**What happened?**

An agent reported needs_review while waiting for checks without
requesting a human decision. Paperclip created a generic Native
completion review. A later successful report could not complete the task
because that old card remained pending.

**Expected behavior**

Ordinary low-risk work completes after a valid done report, a successful
run, and workspace finalization. Incomplete work stays with the agent.
Explicit approval requests remain visible and must be resolved.

**Steps to reproduce**

1. Complete a native run with needs_review and no attention requests.
2. Continue the task and submit a successful done report.
3. Observe that the old implementation leaves the task in review behind
a generic confirmation card.

## What Changed

- Require explicit attention requests to create native review cards.
Route each request independently and preserve pending or declined
decisions.
- Withdraw only pending system cards with matching old decision,
assessment, effect, contract, and prompt provenance. Preserve history
and explicit or answered requests.
- Reassess an affected current result without overwriting later task
edits, runs, contracts, or workspace failures.
- Return pending approval links and required actions through the
completion tool. Reject contradictory done reports and empty review
requests before accepting a result.
- Allow one corrective continuation for incomplete results, then expose
a recovery action.
- Update status fixtures, database regressions, runner tests, and the
completion contract documentation.

## Verification

- `pnpm -r typecheck` passed after merging current master.
- `pnpm build` passed after merging current master.
- The combined branch passed 89 completion and Agent Chat tests. Other
targeted tests passed: 170 external-chat and reconciliation tests; 50
runner-resume and control-plane tests; 13 arbiter tests; 7 chat delivery
tests; 21 runner completion and runtime-context tests.
- The full local test attempt exposed old review fixtures and a missing
fake-provider binary. The fixtures are fixed and the helper is built.
All affected suites pass in fresh reruns. The timing-sensitive Discord
test also passed on rerun.
- All latest-head CI checks passed, including build, typecheck, general
and serialized tests, runner verification, browser tests, and canary dry
run. Greptile is 5/5 with zero unresolved comments.

## Risks

- Cleanup changes existing pending cards. It requires exact system
provenance and only applies to low-risk agent-claim contracts. It does
not delete history or dismiss explicit requests.
- Status still commits after the turn and workspace finalization.
Completion feedback reports current constraints and does not claim an
early status commit.
- Incomplete reports now request a bounded corrective run instead of an
automatic approval. Repeated failures expose recovery.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, code execution, and
test tools. The exact deployment identifier and context window size are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 13:00:04 -05:00

314 lines
13 KiB
Markdown

# Native status arbitration
Native runner results do not directly mutate an issue's status. The model may
report that work is done, blocked, ready for review, or yielded, but Paperclip's
server remains the authority that decides and commits the resulting workflow
state.
The native status pipeline is:
```text
structured runner result
|
v
schema and terminal validation
|
v
evidence classification
|
v
pure status arbitration
|
v
transactional decision commit
|
+--> issue status/version
+--> durable side effects
+--> audit and recovery records
```
This separation prevents model prose from acting as a privileged status
command, protects newer issue state from stale runs, and makes every decision
replayable and auditable.
## Inputs to finalization
The runner returns a `paperclip.run_result.v1` result and a matching terminal
record. Important result fields include:
- `reportedWorkDisposition`: `done`, `blocked`, `needs_review`, or `yielded`;
- `completionClaim`, including the contract revision, criterion claims, and
remaining work;
- `verification` claims;
- evidence references;
- an optional blocker; and
- an optional continuation.
The server also owns facts the runner cannot choose:
- the persisted completion contract;
- the run's actual terminal state;
- whether workspace finalization succeeded;
- the issue's current status and status version;
- pending approvals, interactions, and execution-policy stages; and
- the completion-authority policy recorded on the contract.
## Evidence classification
`classifyNativeEvidence()` compares model claims with durable Paperclip
records. It recognizes these evidence families:
- run events with an authoritative control-plane evidence verdict;
- issue work products;
- approvals;
- issue-thread interactions; and
- attachments.
Each evidence reference becomes one of:
| Outcome | Meaning |
| --- | --- |
| `accepted` | A matching durable record exists and authoritatively supports the claim. |
| `missing` | The required claim or referenced record does not exist or is still pending. |
| `rejected` | The record or claim explicitly contradicts completion. |
| `unverifiable` | A record exists, or a string was supplied, but it is not authoritative evidence. |
For example, a model-authored reference such as `task-response` is not trusted
merely because it looks descriptive. Likewise, the model's own
`run.result.proposed` event is a claim, not independent proof.
The classifier produces a `NativeEvidenceAssessment` containing:
- contract-revision validity;
- criterion claim and evidence outcomes;
- verification claim and evidence outcomes;
- accepted, missing, rejected, and unverifiable references;
- blocking remaining work;
- normalized blocker or continuation data; and
- pending attention requests.
The classifier does not update the issue.
## Completion authority
The persisted completion contract controls how a `done` claim may be accepted.
### Durable-evidence completion
The strongest completion path requires all of the following:
- the runner reports `done`;
- the objective is satisfied;
- every contract criterion has accepted durable evidence;
- every verification has accepted durable evidence; and
- no remaining work blocks completion.
This produces `completion_contract_satisfied`.
### Low-risk claim-policy completion
Ordinary issue completion changes Paperclip workflow state, but it does not by
itself authorize deployments, spending, secret access, approvals, or arbitrary
API calls. Default native completion contracts therefore use low-risk
`agent_claim_policy` authority.
Under that policy, a result can complete the issue when:
- it reports `done`;
- its contract revision matches;
- every contract criterion is claimed `satisfied`;
- every verification is claimed `passed`; and
- no remaining work blocks completion.
This produces `completion_claim_policy_accepted`. Independently governed tools
and effects still enforce their own authorization and approval rules.
## Decision order
`arbitrateNativeStatus()` is a pure function. It evaluates higher-authority
conditions before model disposition:
| Condition | Status decision | Important effects/reason |
| --- | --- | --- |
| Issue is already `done` or `cancelled` | Preserve | `terminal_status_preserved` |
| Workspace finalization failed | Preserve | Record a retryable finalization error |
| Run was cancelled | Preserve | Release run resources |
| Run failed | Preserve | Schedule recovery |
| Approval, interaction, or execution stage is pending | `in_review` | Materialize/bind the governance gate and notify its owner |
| Completion satisfies its authority policy | `done` | Release checkout |
| Runner reports a concrete attention request with a reviewer and decision | `in_review` | Bind the requested reviewer |
| Runner reports `needs_review` without a decision, or an incomplete completion claim | Keep work with the agent | No automatic human approval; at most one corrective continuation, then a visible recovery action |
| Runner reports a task-wide blocker | `blocked` | Persist blocker owner and unblock action |
| Runner reports a current-track blocker | `in_progress` | Enqueue another productive track |
| Runner reports `yielded` with a valid continuation | `in_progress` | Enqueue the declared continuation |
| Completion evidence is incomplete and continuation is forbidden | Preserve | Record a finalization error and named next action |
| Completion evidence is otherwise incomplete | `in_progress` | Enqueue a bounded, idempotent continuation |
The output is a `NativeStatusDecision` containing:
- the arbiter policy version;
- `statusAction` and `toStatus`;
- a stable reason code;
- an optional unblock descriptor; and
- declarative side effects.
The pure arbiter performs no database or network writes.
## Transactional decision commit
`commitNativeStatusDecision()` applies the decision against authoritative issue
state. It uses the issue's prior status, status version, and prior decision ID
as compare-and-swap inputs. If another actor changed the issue first, the commit
raises `NativeStatusRaceError`; finalization reloads current state, reassesses,
and retries a bounded number of times.
Within the transaction, the committer:
1. validates that the assessment and issue bindings still match;
2. records the status decision and reason;
3. updates the issue status and increments its version when required;
4. materializes declared effects;
5. writes an effect ledger with deterministic idempotency keys;
6. updates the native-finalization coordinator; and
7. persists audit activity.
After commit, activity publications are emitted. Reconciliation may redeliver a
pending effect, but it resumes the recorded ledger decision; it does not ask the
model or arbiter to invent a new decision.
## Durable side effects
Depending on the decision, materialized effects may include:
- an idempotent agent wake request;
- an issue-thread interaction;
- a reviewer binding or owner notification;
- a persisted blocker and unblock action;
- a scheduled retry or recovery action;
- a delegated child issue;
- checkout/resource release; or
- finalization/reconciliation records.
Effect rows bind company, issue, decision, target, ordinal, delivery state, and
idempotency key. This is what makes a status transition with follow-up work
recoverable after a process crash.
## Governance precedence
A model cannot bypass a pending governance gate by reporting `done`. Before
completion is considered, finalization checks:
- an active execution-policy stage;
- a pending issue-thread interaction; and
- a pending or revision-requested approval linked to the issue.
If one exists, the issue goes to `in_review` and the durable gate remains the
path forward.
## Failure and recovery behavior
Status finalization is coordinated by `native_run_finalizations`. Important
phases include observation, workspace finalization, assessment, arbitration,
commit, and retryable or terminal failure.
Examples:
- a workspace-finalization failure preserves the claim and records a retryable
error rather than falsely completing the issue;
- a failed provider run preserves partial evidence and schedules recovery;
- a status-version race causes bounded reassessment against current issue
state; and
- a materialization failure records the failed phase and next retry time rather
than silently dropping the side effect.
## Policy upgrades
The policy version on an assessment is audit metadata. New runs use the current
rules. A version change alone does not reassess an old run, change task status,
or ask a person to review completion. New evidence and explicit status changes
still use the existing reconciliation paths.
Reconciliation also withdraws pending review cards created solely by the old
policy-version check. It restores the previous status only if that exact decision
and status version are still current and no other review gate is pending. A later
user or agent decision takes precedence. The old assessments and decisions remain
in the audit history; cleanup does not accept or reject the agent's work.
## Diagnosing an unexpected status
Start with the terminal heartbeat run and inspect:
1. `resultJson.nativeResult.reportedWorkDisposition`;
2. completion-claim contract revision and criterion statuses;
3. verification statuses and evidence references;
4. `resultJson.assessmentId` and `decisionId`;
5. `resultJson.authoritativeDecision`;
6. `resultJson.issueStatusBefore` and `issueStatusAfter`;
7. `finalizationPhase` and `workspaceFinalizeStatus`; and
8. pending approvals, interactions, execution stages, blockers, or
continuations on the issue.
Common patterns:
- `done` claim + `in_progress` decision: evidence/claim policy did not accept
completion, or blocking work remained;
- `done` claim + `in_review`: a governance gate took precedence;
- successful run + unchanged status + retryable finalization: workspace or
status-effect commit failed;
- repeated `issue_continuation_needed` runs: the issue remains open without a
converging completion or durable wait path; and
- terminal issue unchanged by a stale run: terminal-state preservation or
status-version race protection worked as designed.
## Primary implementation locations
- `server/src/services/native-runtime/evidence-classifier.ts` — validates
claims against durable records.
- `server/src/services/native-runtime/status-arbiter.ts` — pure policy and
decision table.
- `server/src/services/native-runtime/status-decision-committer.ts` — CAS
commit, effect materialization, ledger, and audit.
- `server/src/services/native-runtime/native-run-finalizer.ts` — orchestrates
assessment, governance checks, arbitration, bounded race retry, and result
projection.
- `server/src/services/native-runtime/completion-contracts.ts` — creates and
versions default native completion contracts.
- `server/src/services/native-runtime/native-finalization-reconciler.ts` —
resumes interrupted finalization without re-inventing committed decisions.
- `server/src/services/recovery/service.ts` — repairs open issues that finish
without a live or durable wait path.
See also
[`durable-continuation-scheduler.md`](./durable-continuation-scheduler.md) for
the scheduler and recovery behavior that follows an `in_progress` decision.
## Explicit completion reviews
Ordinary task completion uses the agent's structured `done` claim under the
contract's low-risk claim policy. Unknown evidence references remain diagnostic
information; they do not create human approval requirements. Cancellation,
newer task state, unresolved dependencies, and explicit governance still win.
Paperclip no longer creates a generic "Native completion review" because a
report is incomplete, verification failed, or the agent says `needs_review`.
A new review interaction requires an explicit attention request naming the
reviewer's responsibility and the decision. The card displays that request.
Waiting for CI remains agent work, not a human completion approval.
The native runner returns current approval/dependency constraints to the agent
when it calls `paperclip_finish`. An empty `needs_review` report without an
existing gate is rejected with instructions to correct it. The final reply must
explain any required user action and link to the relevant task or approval.
The tool acknowledges receipt, not a premature status commit: final status is
committed only after the provider turn and workspace finalization settle.
On upgrade, bounded cleanup withdraws only unanswered, system-created fallback
cards proven by their decision/effect ledger, original prompt/target, empty
attention request list, and low-risk claim policy. Explicit or answered reviews
and stronger completion policies are preserved. Withdrawal has audit history
and retires chat actions. Reconciliation reassesses only the current successful
run's result, with the same task status/version and completion contract and no
newer execution owner. It applies normal governance and dependency checks and
appends a decision; it never marks every affected task done blindly. A persisted
withdrawal marker makes restart between cleanup and reassessment retryable.