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PaperClipAI/doc/evals.md
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DottaandFry 3ca196b0a6 feat(agents): persist agent files across tasks without revision history (#14420)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - An agent needs personal files across tasks and sessions.
> - AGENTS.md is one file in that directory. Supporting files need the
same persistence.
> - The Instructions Editor and agent runs must share one current
directory.
> - Concurrent runs should apply only the files they change. The last
sync of the same file wins.
> - This pull request uses existing file transport and removes temporary
copies after sync.
> - Old instruction-only sessions keep their restore contract. New saves
do not create revision history.

## Linked Issues or Issue Description

Refs #14325. This replaces its revision-oriented design with persistent
agent files. Keep #14325 unmerged.

Transport prerequisite #14416 merged first at
`d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master
and remains below 100 changed files.

Related work: #4513 and #8798 cover instruction tooling. This change
handles run synchronization, cross-task personal files, browser editing,
and old-session restoration.

## What Changed

- Keep one current directory per company and agent. Point AGENT_HOME at
a temporary working copy for each active run. Keep task files and
provider HOME separate.
- Restore text, binary files, and nested folders through workspace
transport. Exclude remote agent files from task Git snapshots with a
self-ignoring file inside the reserved runtime directory; never write
through repository-controlled Git metadata.
- Collect after the provider and child processes have stopped. Keep
resumable conversation state.
- Apply changed and deleted files under the agent lock. The last sync
wins for the same file. Unrelated concurrent changes survive.
- Remove temporary copies after successful sync, rejected sync, and
staging failure. Register ownership before copying so restart recovery
can remove interrupted preparation. Retry transient synchronization up
to three times. Preserve the original remote lease reference until
deletion succeeds; restart cleanup never acquires a replacement sandbox.
Do not create captured directories or a conflict-review queue for new
runs.
- Keep browser editing, stale-draft protection, and streaming binary
downloads. Keep the instruction entry and text editor limited to 1 MiB.
- Keep historical agent-folder sync failures on their affected runs
instead of repeating them above current saved instructions. Preserve
legacy candidate review and current browser-save errors. Avoid duplicate
quota warnings while retaining separate sync failures when they describe
a different problem.
- Require target-scoped caller grants for peer instruction access, while
preserving self edits, responsible-user checks, and protected-change
consent.
- Treat full storage as a nonblocking run warning, never an agent pause
or run-admission failure. Restore already-over-quota saved folders so
ordinary agent cleanup can recover; warn on each run until cleanup. The
run detail view shows the warning.
- Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash
large files as streams. Check editor-save quotas with metadata instead
of hashing unrelated files.
- Preserve old native inputs, instruction-only copies, paths, digests,
and pending legacy candidates. Adopt old revision heads once. New writes
do not append history rows.
- Add idempotent migration 0287 and verify upgrades from the preview
tables and receipts.
- Add nine interactive stories under **Agents / Persistent files**,
including automatic incoming edits, stale browser drafts, and
storage-limit diagnostics.

## Verification

- Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after
merging current master and the landed transport prerequisite.
Integration required no manual conflict resolution; the feature remains
99 changed files. Full workspace typecheck, production build, token
gates, and 715 focused tests passed on this merge candidate. Fresh
Greptile review is 5/5 with no unresolved findings. All 55 checks
passed, with four conditional skips, including the build, typecheck,
browser E2E, and canary dry run. A single retry recovered four jobs
interrupted by runner shutdowns; no source changes were required.
- Historical-warning UI fix: all 6,834 UI tests across 640 files passed,
including regression coverage for three old failures, legacy preserved
edits, and warnings scoped to the affected run. Full workspace
typecheck, production build, Storybook build, and token gates passed.
Browser-verified Storybook playtests passed for Historical Failures
After Successful Save, Storage Limit, and Full Storage Run Warning.
- Review follow-ups at `4e20c9fb2`: all 18 focused tests passed,
including external Git directories, linked worktrees, symlinks,
hardlinks, and distinct I/O failures alongside storage warnings. Server
and UI typechecks, token gates, and the production build passed.
- Storage warning regressions at `0724f3012`: all 33 directory tests and
all five heartbeat-list tests passed, with no skips in their successful
runs. They cover repeated runs while full, an already-over-quota saved
folder, cleanup, warnings retained after unrelated save failures, and
bounded warnings in large result JSON. Server typecheck passed after the
final warning fixes.
- Full workspace typecheck, production build, and token gates passed
during this follow-up. Product E2E harness: 631 tests passed across 52
files; harness typecheck passed. Earlier native session/context and
directory/legacy collection suites passed 537 tests; Runner
unit/transport suites passed 329 tests.
- **Real E2E at `0724f3012` (before this follow-up):** legacy local
Codex and native Daytona Codex each passed six tasks, one server
restart, seven independent assertions, and cleanup verification. Both
prove browser-to-agent edits, agent-to-browser edits, nested/binary
restoration, per-file last-sync-wins, a successful run after an
oversized save rejection, and cleanup clearing the warning.
- Native local Codex also passed the six-task quota flow before the
final warning-retention fixes. That pass began at `918d1ed02` while the
bounded-result warning fix was being edited, so it is not claimed as
exact-final-head evidence. Its final-head rerun failed during embedded
PostgreSQL bootstrap before any provider run: the macOS host had 87,365
of 87,381 SysV semaphores occupied. No unrelated services or kernel
limits were changed.
- The final-source report intentionally records **2/3 cells passed**,
preserving the blocked native-local attempt:
`tests/runner-e2e/results/agent-files-quota-final-20260928-report/`.
Earlier failed attempts and provenance notes remain under
`tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and
the original campaign directories.
- Daytona used immutable image
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf`
and its exact Linux runner binary. Controller source is `0724f3012`;
image source is recorded separately.
- Legacy-session compatibility and all three ACP Stop/resume browser
regressions passed on the prior validated feature head
`169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same
provider session is retained and interrupted writes are not replayed.
Migration upgrade tests also passed earlier.
- Nine interactive stories are under **Agents / Persistent files**,
including **Full Storage Run Warning**. Its playtest and visual browser
inspection passed; the warning states that runs continue and the editor
remains available.
- Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs
skipped, no failures or pending checks. All eight browser E2E shards and
their aggregate passed. Fresh Greptile review is 5/5 with no findings;
all review threads are resolved, the security scan passed, and GitHub
reports no merge conflicts.
- The broad local follow-up test run was interrupted after host
semaphore exhaustion affected isolated PostgreSQL instances. It also
encountered the existing macOS long-path fixture failure and two timeout
failures. This is not a claim that the full local suite passed. Logs are
retained; focused storage/warning tests passed.

## Risks

- A later sync can overwrite an earlier edit to the same file, including
a saved browser edit. There is no text merge or retained version. This
is the intended last-sync-wins policy.
- A save that exceeds a storage limit is rejected and its temporary copy
is discarded. The run itself continues normally, and later runs restore
the last saved files with a warning until cleanup. Transient sync
failures get bounded retries. An I/O failure partway through a sync can
leave some files updated; a failed receipt does not claim whole-folder
success.
- Larger folders increase copy time, network traffic, and temporary disk
usage. Active runs still need working copies. Terminal runs do not
accumulate archives. Operators must provision disk for agents and
configured concurrency; these limits are not company-wide quotas.
- A restored old native session remains instruction-only until a fresh
session starts. Its original conflict fence and existing pending
candidates remain compatible.
- Provider processes close at the collection boundary. Conversation
resume remains available, but warm process reuse is lost.
- Backups must include the instance filesystem and database. External
bundles keep their existing behavior until explicitly moved to managed
storage.

## Model Used

OpenAI Codex, GPT-6 family. The session does not expose a more specific
model ID or context-window size. Reasoning, code execution, and browser
tools assisted this change. Real provider E2E uses `gpt-5.6-sol`.

## 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: Fry (Paperclip) <noreply@paperclip.ing>
2026-09-29 08:25:56 -05:00

15 KiB

Paperclip evaluation guide

Paperclip has two live eval families with different questions, owners, and evidence. Choose the family before selecting a model, profile, or case.

  • Runner Evals: real Runner/provider behavior against a seeded mock control plane. Definitions live in paperclip-evals/evals/paperclip-runner; see the direct live protocol evals.
  • Product E2E Evals: real browser, Paperclip server, database, Runner, provider, and (where selected) Daytona, using an isolated instance and grading oracle. See tests/runner-e2e and Everyday Workflows.

Runner Evals answer whether a real runner/provider can perform a bounded protocol operation against the expected control-plane contract. Product E2E Evals answer whether a person can complete a product workflow through the real Paperclip surfaces and whether the resulting artifact and state are usable. The names describe the system under test; “headless” is an execution option, not an eval category.

The explicit Product E2E completion-updates suite compares onboarding and idle Agent Chat handoffs on native Claude/Codex. It separates mechanical completion delivery/result access from semantic review of the retained answer; see the probe contract.

Selecting a family

Use Runner Evals for a runner protocol, adapter, transport, native session, tool grant, or one-turn provider qualification question. The workflow checks out an exact paperclip-evals revision, builds the Runner and viewer, runs a live roster, and renders the canonical Evalbook report. The control plane is a seeded test authority, so a passing result does not prove browser UX, production server behavior, database persistence, Daytona behavior, or a real third-party mutation.

Use Product E2E Evals for browser interaction, issue/task lifecycle, approval and clarification UI, project/repository selection, persistence over a controller restart, artifact delivery, billing/evidence behavior, or runner continuity in local or Daytona environments. The harness creates a fresh Paperclip instance per cell and uses public APIs and the production browser surface. The suite's Everyday Workflows are Product E2E even when their results are imported into Evalbook.

Do not combine a partial Runner campaign and a partial Product E2E campaign into one score. A campaign is comparable when its definition/grader, model/profile, environment, and contract match. The evaluated Paperclip revision may intentionally differ for a before/after fix comparison; record it as a comparison axis.

Ownership and codepaths

Runner Evals are owned by the Runner/evals maintainers. Definitions, rosters, case prompts, and the report program live in the sibling private repository paperclipai/paperclip-evals; Runner integration, viewer, aggregation, and publication code live under packages/paperclip-runner and the runner-protocol-live-evals.yml workflow. The public-facing report uses the same Evalbook renderer and Runner Lab viewer as the trusted report after sanitization.

Product E2E Evals are owned by the runner E2E maintainers. The catalog and harness are under tests/runner-e2e; the package scripts are test:e2e:runner, test:e2e:runner:unit, test:e2e:runner:typecheck, and test:e2e:runner:report. README.md, FIXTURES.md, SECURITY.md, and EVERYDAY-WORKFLOWS.md are the detailed sources of truth. The harness starts the server and embedded database, creates the company/agent/task through the real APIs, drives Chromium, and invokes the selected local or Daytona runner.

The explicit-only agent-chat-hardening Product E2E suite covers native chat recovery, hiring, status evidence, and review handoff on local and selected warm Daytona paths. Its fixture contract distinguishes startup cancellation from active response cancellation and HTTP send replay from ambiguous provider action recovery. Select it explicitly; --all excludes it.

The explicit-only context-integrity Product E2E suite covers ordered public comment continuation and explicit invocation of an assigned pinned skill across the seven selected legacy/native local profiles. Select it by suite or exact execution ID because --all excludes explicit-only suites. Each cell applies a 1,000-cent company and agent budget hard stop before task creation and records both limits in its evidence.

The explicit-only agent-chat-stories suite covers the experimental settings lifecycle for a configured native agent and follow-ups during active work. Its fixture-driven file wait and persisted-plan oracle are documented in the Product E2E guide. It does not qualify the native onboarding wizard or change the native API-tool rollout defaults.

The explicit-only grok-qualification and grok-subscription-qualification Product suites exercise Grok Build with API and company subscription authentication respectively. Keep their results separate; the subscription fixture seeds an explicitly supplied login and does not qualify interactive login. See the Grok fixture contract.

Validation ladder

Start with credential-free checks and a catalog listing. For Product E2E:

pnpm test:e2e:runner:typecheck
pnpm test:e2e:runner:unit
pnpm test:e2e:runner -- --list

For one explicitly selected local cell, configure only the credentials named by that cell in .env.runner-e2e.local, then run a narrow ID:

pnpm test:e2e:runner -- --id core-compatibility.runner-codex.local.message-marker

Use the selectors documented in the runner E2E README for a suite, profile, case, group, or environment. Daytona needs the immutable image digest and DAYTONA_API_KEY; follow the README and fixture security guide. --all excludes manual suites such as everyday-workflows. Select that suite explicitly; use a narrow selector while developing a fixture.

For Runner Evals, the narrowest useful local validation is the report program's help/validation path and the deterministic Runner checks documented in runner-workflow-evals.md. Hosted direct live runs must use the default-branch workflow, an exact 40 character evals_sha, an explicitly selected roster (or the maintained enabled all campaign), and the protected paid environment. The complete hosted command is intentionally kept in the workflow and direct live protocol guide. Live provider runs can spend money; use the existing workflow authorization and the user's stated scope when selecting them.

Failure taxonomy

Record the primary failure class and preserve the evidence that supports it.

  • Product failure: evidence shows Paperclip or Runner behavior violates the authored case or a hard invariant, such as wrong task state, missing approval gate, lost persistence, bad artifact, or incorrect protocol operation.
  • Model/provider behavior failure: the provider turn completed with usable evidence but the model gave the wrong answer, ignored an interaction, failed to complete the authored operation, or violated a semantic assertion. It is scored as behavior, not silently retried as infrastructure.
  • Grading/evidence failure: the case or matcher cannot establish its claim, a required recording/screenshot/result is malformed, or the report contract is invalid. Fix the harness or grader before interpreting the score.
  • Infrastructure failure: the evidence points to provider/profile unavailability, transport admission failure, service startup failure, a missing credential/image, or inability to produce usable evidence. Startup, transport, and timeout symptoms can instead be product defects when evidence implicates Paperclip or Runner; classify from the observed failure and supported cause, rather than the symptom name alone. Preserve the artifact.

Missing usage or price data means unknown, not free. Keep provider-reported costs separate from estimates, and include retry costs when available. Latency, cleanup, billing coverage, and unpriced usage are dimensions of the result and should remain visible alongside the primary class. A timeout after successful product state reads can be a product behavior failure; a failed server-health read may be infrastructure, but inspect its cause. Use the family-specific classifier and read the attempt evidence before changing an analytical label.

Evidence, provenance, and history

Retained result snapshots and dated measurement reports belong in paperclip-evals; application tests, Product E2E fixtures/graders, and executable scenario inventories remain in this repository. Keep a compact results index with immutable archive links and public report links, as in the lifecycle baseline. The private archive is not a dependency of app test execution. Keep large logs, traces, and videos in the existing campaign artifact storage.

An Evalbook report is a presentation of immutable attempt records, not the source of truth. Keep the campaign ID, Paperclip commit, paperclip-evals commit, catalog/roster or definition fingerprint, model/profile, environment, grader version, selected cells, retries, and provider/runtime usage with the report. Public projections follow each family's reviewed allowlist and may include sanitized fixture conversation, named tool outcomes, screenshots, and structured evidence intended for public history. Credentials, secrets, private data, raw unredacted records, and hidden reasoning stay out of public projections.

Distinguish a complete campaign from a partial campaign. A narrow selector, manual diagnostic, missing cell, or infrastructure retry can be useful evidence without being a qualification run. History should retain both, with explicit coverage and completeness, while trend and latest-green views compare only compatible complete campaigns. Refreshing an existing report from retained evidence has zero provider calls and is a new presentation of the old measurement, not a new model run.

Existing public histories are available at Runner protocol history and Runner Product E2E history. The consolidated eval hub is at pages.paperclip.ing/evals.

For a repeatable workflow, use the matching skill: paperclip-evals, add-runner-eval, or add-product-e2e-eval.

Install the authoring skills

The reviewable sources live in this repository's .agents/skills. For a multi-repository workspace, install the three skills at ~/paperclipai/.agents/skills (not ~/paperclipai/skills). From the Paperclip checkout, run:

for skill in paperclip-evals add-runner-eval add-product-e2e-eval; do
  install -d "$HOME/paperclipai/.agents/skills/$skill"
  install -m 644 ".agents/skills/$skill/SKILL.md" \
    "$HOME/paperclipai/.agents/skills/$skill/SKILL.md"
done

This replaces only the three named skill entrypoints. Run it again after updating their tracked sources. Each skill locates the repository independently of its installation directory.

Maintain the public hub

The hub is a static directory with two links to the existing history systems. It displays a dated snapshot, not a live scoreboard. It does not run models, create another result archive, or change the existing campaign URLs.

Build from the public history feeds and check its summary logic:

python3 -m unittest discover -s scripts/evals-hub -p 'test_*.py'
python3 scripts/evals-hub/build.py --output .paperclip/evals-hub

The hub checks need Python 3 and do not call model providers.

For offline checks, pass --history-dir <directory> containing runner-protocol-evals-history.json and runner-e2e-history.json. For a pre-merge preview, pass --docs-ref <branch-or-sha> to link the guide at that revision. The default guide link uses master.

Publish with the Paperclip page helper and the configured page-uploader credentials. Use Bash 4 or newer; macOS's system Bash 3 cannot run this helper. On macOS with Homebrew Bash installed, put $(brew --prefix bash)/bin first in PATH before these commands:

export PAPERCLIP_PAGE_BUCKET=pages.paperclip.ing
export PAPERCLIP_PAGE_BASE_URL=https://pages.paperclip.ing
export AWS_REGION=us-east-1
bash .agents/skills/paperclip-page/scripts/publish.sh .paperclip/evals-hub --slug evals --dry-run
bash .agents/skills/paperclip-page/scripts/publish.sh .paperclip/evals-hub --slug evals

For later refreshes, rebuild in the same output directory and publish with --update. Keep its ignored .paperclip-page/state.json ownership record; without that record, the helper will refuse to overwrite an existing prefix. Verify the public page and its links after publication. This manual refresh does not add a scheduled workflow. Preserve the measurement date when choosing a newer rendering of the same campaign.

Remaining native chat boundaries are in the explicit-only agent-chat-qualification suite: active task reassignment, user Retry after verified worker process loss, and multi-turn answers grounded in actual task records. See the workflow and qualification limits. The 26 native first-task cells exercise onboarding before native selection becomes the UI default. Live results and semantic answer reviews must accompany any qualification claim; catalog presence alone is not a pass.

Lifecycle behavior baseline

The credential-free lifecycle baseline joins unit, scripted-runner, and database integration assertions to a scenario inventory before changing narrative-based lifecycle policy. Run pnpm test:lifecycle-baseline to retain current passes and failures. Its Product E2E matcher calibration is separate from live execution; unrun live coverage remains explicitly unmeasured.

The separate live lifecycle baseline defines 46 real-provider Product E2E cells, including paired narrative probes and named existing controls on legacy and native Codex. Discover it with pnpm test:e2e:runner -- --list --suite lifecycle-baseline. Historical execution results and follow-up coverage are recorded in that suite's guide.

Continuation accounting has an explicit-only eight-cell Product E2E baseline suite, complementing the deterministic lifecycle inventory.

The explicit Product E2E instruction-persistence suite verifies private file edits, nested and binary agent files, stopped-provider directory saves, server restart, and a fresh task's downloaded proof on local native/legacy Codex and native Daytona. See the Product E2E runbook.

The explicit-only Product E2E api-response-reading suite verifies retrieval of large saved API responses on local and Daytona native Codex runs. See the Runner E2E guide.