Files
PaperClipAI/server/src/services/built-in-agents.ts
T
DottaandPaperclip 734c265339 Default new Pi agents to Paperclip Runner (#17142)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Users choose a harness during agent setup.
> - Claude, Codex, and OpenCode already receive their qualified Runner
default.
> - Pi has a qualified native integration but new Pi agents still use
the direct adapter.
> - This change gives new Pi agents the native default on supported
targets.
> - Saved agents keep their runner and compatible settings. Legacy
remains available in Advanced.

## Linked Issues or Issue Description

Refs #17120, #14921, #14922, #14923, #14924, and #14956. Related generic
default work: #15422. This PR is the separate Pi follow-up to the merged
OpenCode change.

**Current behavior**

Choosing Pi for a new agent saves the direct Pi adapter. The native Pi
integration remains behind the generic experimental flag.

**Proposed behavior**

Default new Pi agents to ACPX Pi on macOS ARM64/x64 and GNU/Linux x64
with supported glibc. Keep unsupported targets and explicit Legacy
selections on the direct adapter. Require an explicit provider/model
before test or hire. Permit model-free inactive setup drafts.

**Reason and benefit**

Users choose Pi once and receive its qualified runner. Saved agents
retain their identity and settings. Conversions reject unsupported
legacy thinking and launch settings instead of dropping them.

## What Changed

- Add Pi to the shared platform/default contract and server creation
selection.
- Admit native Pi without the generic experimental flag.
- Preserve provider models, credentials, workspace settings, exact
thinking, and saved native policies.
- Add Pi runner controls, branding, setup resume, onboarding, built-in
configuration, and import handling.
- Add managed Pi OpenRouter routing and matching native provider API-key
accounts. Keep subscription and custom gateway exclusions. Clear
alternate credentials and reject custom Pi provider overrides.
- Keep Pi draft models empty instead of applying Claude's default model.
- Verify setup against the pinned Pi runtime. For native Pi on the
official OpenRouter route, reverify the API key live without requiring a
global Legacy Pi CLI.
- Match Pi’s bounded controller close window to its native snapshot
cleanup and lifetime verification, preserving explicit caller deadlines
and the mandatory drain/suspension proof.
- Bind Pi sidecars to the package that owns the pinned native assets,
including source and vendored server layouts. Other providers retain
their existing package authority.
- Keep protocol-owned finish/block tools out of the ACPX forwarded
catalog. The trusted bridge installs these tools itself; the complete
Rust authorization catalog and terminal receipt ledger remain intact.
This fixes actual Pi session startup and applies to other ACPX
consumers.
- Advance Copilot’s shared-source attestation to v58 because it pins the
shared files touched by Pi. Preserve immutable v57 bytes and historical
decoding; Pi’s own release identity is unchanged.
- Add regression coverage and update the paired maps and developer
documentation.

## Verification

- Passed: full repository typecheck and full production build on final
head 656d304783, including the generated attestation repair.
- Passed: focused shared/server/UI suites covering default selection,
platform fallback, conversion preservation, inactive drafts, managed
account compatibility, credential isolation, OpenRouter routing/model
IDs, exact thinking controls, and saved-account selection. Relevant
batches include 375 server/conversion tests, 267 account/routing tests,
and 110 UI setup/account tests.
- Passed: 179 attestation, historical-profile, qualified-profile, and
native-execution contract tests after CI identified stale Copilot source
hashes. The identity generator check passes; the only delta after the
passing Pi browser run is this Copilot attestation/history repair.
- Passed: 145 managed-account tests, including actual service
preparation and API-key adoption/rejection for native Pi without the
Legacy CLI; 6 pinned-installation probe tests.
- Red then green: an actual task failed session.open because its
54-operation catalog included the bridge-owned terminal tools. The
regression with those tools failed before the filter; all 399 Rust
library tests pass after it. The full product retry exposed an
additional package-authority mismatch. Four authority tests failed
before that repair; 11 authority checks and 14 installation/asset checks
pass afterward. Direct real Pi session initialization with the corrected
package root and catalog succeeds. No model prompt was sent by that
diagnostic.
- Red then green: real Pi posted Hello from Pi but its controller closed
before native cleanup could finish. The cleanup-budget test failed with
the old default and passes with the bounded Pi window. All 46 selected
suspension, drain, and package-authority tests pass after building their
native fixture.
- Passed: token gates, paired map checks, Rust formatting, and git diff
--check.
- Passed real browser acceptance on macOS ARM64, generic native runner
flag disabled, source a433748a12 (Pi code unchanged afterward): the UI
selects Paperclip Runner by default, retains Pi and the selected
model/account, and verifies the pinned runtime plus live OpenRouter key.
A fresh UI-created task, assigned to the UI-created native Pi agent,
posted exactly `Hello from Pi` and reached Done without retry or
restart. The native run and workspace finalization succeeded; the
response and Done persisted after Reload.
- Evidence: 8 preserved browser attempts, including the final passing
18-step journey with all screenshots. Prior failures remain recorded.
The earlier failed checkpoint run recovered on server restart; that
recovery is separate from the fresh final task’s clean success.
- Preserved browser failures: missing account control/inherited Claude
draft model; incompatible managed-account/model-prefix handling; generic
npm probe for Pi; Legacy CLI hello check; duplicate terminal tools and
wrong provider-package authority at actual native session.open; a real
Hello from Pi comment followed by premature checkpoint cleanup timeout.
Each failure has retained screenshots/logs and a corresponding focused
repair. The fresh final task proves these repairs end to end.
- The exact Runner Vitest shard was also run locally after the
attestation fix: the stale-hash failure is gone; 1,833 tests passed, 10
skipped, and two Codex retained-control settlement scenarios failed with
`native_cleanup_maintenance_unproven` during terminal ACK/suspension
replay. Both scenarios passed in an isolated rerun (2/2), and the same
19-test file passed in the preceding Linux CI run. The precise
full-shard timing cause is not established. These Codex scenarios are
outside the changed Pi paths; the original local failures are retained;
no complete local Runner-shard pass is claimed. The corresponding Runner
shard now passes on the final head in hosted Linux CI. All 60 final-head
check runs are now terminal and clean (55 successful, 1 neutral, 4
skipped), and the legacy Snyk status is successful.
- Local full repository tests were attempted but not completed:
provisioning briefly confused a workspace symlink, then a later run was
stopped before browser-driven repairs. No full local-suite pass is
claimed. Final-head hosted CI is green and fresh Greptile review is 5/5
with all review threads resolved; earlier jobs canceled by runner
shutdown are not counted as a pass.

## Risks

- Pi cleanup has a finite 45-second default window, accounting for the
native 30-second snapshot cleanup and 5-second lifetime fence. Other
providers and explicit caller deadlines retain their prior behavior.
- Pi requires explicit operator setup with `paperclipai runtime setup
pi` on the execution host. This PR does not add automatic downloads.
- Linux ARM64, Windows, musl, and unqualified targets retain Legacy.
- Legacy thinking levels minimal, medium, and xhigh cannot be translated
exactly. Native max thinking, warm lifecycle, or restricted permissions
cannot be dropped during a return to Legacy.
- Copilot’s bound profile advances to v58 with exact current launch
admission; v57 remains decodable for recovery. No historical identity is
rewritten.
- Existing agents and immutable run descriptors are not migrated. Cloud
Pi availability is unchanged.

## Model Used

OpenAI GPT-6 through Codex with reasoning, code editing, command
execution, and browser use. 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 `#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>
2026-10-21 17:10:00 -05:00

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import { createAgentLifecycle } from "./agent-lifecycle.js";
import fs from "node:fs/promises";
import { readFileSync } from "node:fs";
import { createRequire } from "node:module";
import path from "node:path";
import { fileURLToPath } from "node:url";
import { readPaperclipSkillSyncPreference, writePaperclipSkillSyncPreference } from "@paperclipai/adapter-utils/server-utils";
import { and, desc, eq, ne } from "drizzle-orm";
import type { Db } from "@paperclipai/db";
import { activityLog, agents, builtInManagedResources, companies, issueThreadInteractions, issues, routines, routineTriggers } from "@paperclipai/db";
import { agentHarnessType, agentRunner, syncRoutineVariablesWithTemplate, type AgentRunnerChoice } from "@paperclipai/shared";
import type { Agent, Approval, CompanySkill, PermissionKey, Routine, RoutineTrigger, RoutineVariable } from "@paperclipai/shared";
import { conflict, HttpError, notFound, unprocessable } from "../errors.js";
import { logActivity } from "./activity-log.js";
import { adoptAgentFiles, agentFilePath, fileHash, readAgentFile, snapshotAgentFiles } from "./agent-file-store.js";
import { assertInstructionPathSafe, instructionBytes, materializeInstructionBytes } from "./agent-instruction-files.js";
import { agentInstructionRevisionService } from "./agent-instruction-revisions.js";
import type { AuthorizationActor } from "./authorization.js";
import { agentInstructionsBundleMode, agentInstructionsService } from "./agent-instructions.js";
import { agentService } from "./agents.js";
import { resolveNewAgentRunnerForCompany } from "./agent-runner-selection.js";
import { approvalService } from "./approvals.js";
import {
readBuiltInAgentMarker,
withBuiltInAgentMarker,
} from "../lib/built-in-agent-metadata.js";
import { companySkillService } from "./company-skills.js";
import { routineService } from "./routines.js";
import { accessService } from "./access.js";
import { listAdapterModels } from "../adapters/registry.js";
import {
resourceStatus,
stableJson,
stockHash,
type ManagedResourceStockStatus,
} from "./managed-resource-drift.js";
export type BuiltInAgentStatus = "not_provisioned" | "pending_approval" | "needs_setup" | "ready" | "paused";
export interface BuiltInAgentDefinition {
key: string;
displayName: string;
featureKeys: string[];
shortPurpose: string;
defaultInstructions: string;
defaultRole: string;
defaultTitle?: string | null;
defaultIcon?: string | null;
defaultPermissions?: Record<string, unknown>;
defaultStatus?: "idle" | "paused";
defaultManager?: "single_root_agent" | null;
allowedAdapterTypes?: string[];
defaultAdapterType?: string;
defaultAdapterConfig?: Record<string, unknown>;
defaultBudgetMonthlyCents?: number;
defaultRuntimeConfig?: Record<string, unknown>;
bundle?: BuiltInAgentBundleDefinition;
}
export interface BuiltInAgentState {
definition: BuiltInAgentDefinition;
status: BuiltInAgentStatus;
agentId: string | null;
agent: Agent | null;
pauseReason: string | null;
resources: BuiltInManagedResourceState[];
approval?: Approval | null;
}
export interface BuiltInAgentProvisionInput {
runner?: AgentRunnerChoice;
adapterType?: string;
adapterConfig?: Record<string, unknown>;
budgetMonthlyCents?: number;
}
export interface BuiltInAgentProvisionActor {
requestedByAgentId?: string | null;
requestedByUserId?: string | null;
}
export interface BuiltInAgentProvisionResult {
state: BuiltInAgentState;
approval: Approval | null;
}
export type BuiltInManagedResourceKind = "instructions" | "skill" | "routine";
export type BuiltInManagedResourceStockStatus = ManagedResourceStockStatus;
export interface BuiltInManagedResourceState {
resourceKind: BuiltInManagedResourceKind;
resourceKey: string;
resourceId: string | null;
stockVersion: string;
stockHash: string;
currentHash: string | null;
stockStatus: BuiltInManagedResourceStockStatus;
updateAvailable: boolean;
resetAvailable: boolean;
changedFiles?: string[];
scheduleEnabled?: boolean;
pendingUpdateInteractionId?: string | null;
pendingUpdateIssueId?: string | null;
pendingUpdateIssueIdentifier?: string | null;
}
export interface BuiltInAgentBundleDefinition {
stockVersion: string;
instructions: {
entryFile: string;
files: Record<string, string>;
};
skill: {
skillKey: string;
displayName: string;
slug: string;
canonicalKey: string;
files: Record<string, string>;
};
routine: {
routineKey: string;
title: string;
description: string;
status: "active" | "paused";
priority: "critical" | "high" | "medium" | "low";
concurrencyPolicy: "always_enqueue" | "coalesce_if_active" | "skip_if_active";
catchUpPolicy: "enqueue_missed_with_cap" | "skip_missed";
variables: RoutineVariable[];
triggers: Array<{
kind: "schedule";
label: string | null;
enabled: boolean;
cronExpression: string;
timezone: string;
}>;
};
}
export interface RequiredBuiltInAgentWarning {
code: "built_in_agent_paused";
key: string;
agentId: string;
message: string;
pauseReason: string | null;
}
export interface RequiredBuiltInAgent {
definition: BuiltInAgentDefinition;
agent: Agent;
warning: RequiredBuiltInAgentWarning | null;
}
const BUILT_IN_AGENT_KEY_PATTERN = /^[a-z][a-z0-9_-]*$/;
const moduleDir = path.dirname(fileURLToPath(import.meta.url));
const require = createRequire(import.meta.url);
const BUILT_INS_DIR = path.resolve(moduleDir, "../built-ins/agents");
const SOURCE_BUILT_INS_DIR = path.resolve(moduleDir, "../../src/built-ins/agents");
const FALLBACK_REFLECTION_COACH_INSTRUCTIONS = [
"# Reflection Coach",
"",
"You are Paperclip's built-in Reflection Coach.",
"Review recent agent execution records, identify evidence-backed improvement patterns, and propose the smallest durable instruction, skill, or tool-description change.",
"Do not apply changes in the same run. Present a reviewable diff and wait for the required Paperclip issue-thread approval before any follow-up applies it.",
"",
].join("\n");
const FALLBACK_REFLECTION_COACH_ROUTINE = [
"Review recent agent work for coaching opportunities.",
"",
"Select recent target agents, inspect their work history and current instructions, then propose small, review-gated improvements that would prevent repeated misses.",
"",
].join("\n");
const FALLBACK_REFLECTION_COACH_SKILL = [
"---",
"name: reflection-coach",
"description: Reflect on another agent's recent execution record and propose the smallest review-gated improvement.",
"key: paperclipai/bundled/paperclip-operations/reflection-coach",
"---",
"",
"# Reflection Coach",
"",
"Review another agent's recent execution record, name evidence-backed patterns, and propose the smallest durable improvement as a reviewable diff. Do not hot-swap instructions or skills in the same run.",
"",
].join("\n");
const FALLBACK_SUMMARIZER_INSTRUCTIONS = [
"You are Summarizer, a built-in reporting agent at Paperclip.",
"",
"Turn the current state of a Paperclip scope (project, workspaces overview, project workspace, or execution workspace) into a short, honest, human-readable Markdown summary and write it back to that scope's summary slot as a new revision. Use the `summarize-status` skill as your operating procedure.",
"",
"Read-and-report only: never change issues, workspaces, or code. Cite issue identifiers, never fabricate status, keep every read company-scoped, and run on the low-cost model profile lane by default.",
"",
].join("\n");
const FALLBACK_SUMMARIZER_ROUTINE = [
"Regenerate summary slots whose scope has changed since their last revision.",
"",
"Paused by default; spends no tokens until an operator enables the schedule or runs it manually. Read-and-report only — the only write is the summary revision.",
"",
].join("\n");
const FALLBACK_SUMMARIZER_SKILL = [
"---",
"name: summarize-status",
"description: Write a short, colloquial summary for a Paperclip summary slot: open with the 1–3 specific, concrete actions the reader needs to take right now to unblock the work, then a brief plain-language status, streaming progress as it works.",
"key: paperclipai/bundled/paperclip-operations/summarize-status",
"---",
"",
"# Summarize status",
"",
"Turn a Paperclip scope's current state into a short, colloquial Markdown summary and write it back to the scope's summary slot. Open with the 1–3 specific, concrete, actionable items the reader should do right now to unblock the work — each saying what to do and why it's the thing holding up progress, with an inline link — then a brief plain-prose status of where things stand, written for a reader who has not memorized issue ids or threads. Read whatever issues you need to understand the state, then focus on what's most important; never a task list or a dump of issue links. If genuinely nothing needs the reader, say so plainly in one line and name the next thing worth watching. Post the first `STATUS:` line immediately from the first task in context, keep streaming `STATUS:` lines while working, and emit the final Markdown between the summary-draft sentinels before the slot write. Read-and-report only; never fabricate status.",
"",
].join("\n");
const warnedBuiltInTextFallbacks = new Set<string>();
const warnedBuiltInTextReadErrors = new Set<string>();
function resolvePackageRoot(packageName: string) {
try {
return path.dirname(require.resolve(`${packageName}/package.json`));
} catch {
return null;
}
}
export function readBuiltInTextWithFallback(
label: string,
candidatePaths: string[],
fallbackText: string,
) {
const attemptedPaths = candidatePaths.filter((candidatePath) => candidatePath.trim().length > 0);
for (const candidatePath of attemptedPaths) {
try {
return readFileSync(candidatePath, "utf8");
} catch (error) {
const code = (error as NodeJS.ErrnoException).code;
if (code !== "ENOENT") {
const codeLabel = code || String(error);
const warningKey = [label, candidatePath, codeLabel].join(":");
if (!warnedBuiltInTextReadErrors.has(warningKey)) {
warnedBuiltInTextReadErrors.add(warningKey);
console.warn(
"[paperclip] Built-in agent asset " + label + " read error on " + candidatePath + ": " + codeLabel,
);
}
}
// Try every known runtime/source path before falling back to compiled text.
}
}
if (!warnedBuiltInTextFallbacks.has(label)) {
warnedBuiltInTextFallbacks.add(label);
console.warn(
`[paperclip] Built-in agent asset ${label} was not readable; using bundled fallback text. `
+ `Checked: ${attemptedPaths.join(", ")}`,
);
}
return fallbackText;
}
function readBuiltInText(relativePath: string, fallbackText: string) {
return readBuiltInTextWithFallback(
relativePath,
[path.join(BUILT_INS_DIR, relativePath), path.join(SOURCE_BUILT_INS_DIR, relativePath)],
fallbackText,
);
}
const skillsCatalogRoot = resolvePackageRoot("@paperclipai/skills-catalog");
const REFLECTION_COACH_INSTRUCTIONS = readBuiltInText("reflection-coach/AGENTS.md", FALLBACK_REFLECTION_COACH_INSTRUCTIONS);
const REFLECTION_COACH_ROUTINE = readBuiltInText(
"reflection-coach/routines/recent-agent-reflection.md",
FALLBACK_REFLECTION_COACH_ROUTINE,
);
const REFLECTION_COACH_SKILL = readBuiltInTextWithFallback(
"reflection-coach/SKILL.md",
[
path.resolve(
moduleDir,
"../../../packages/skills-catalog/catalog/bundled/paperclip-operations/reflection-coach/SKILL.md",
),
...(skillsCatalogRoot
? [path.join(skillsCatalogRoot, "catalog/bundled/paperclip-operations/reflection-coach/SKILL.md")]
: []),
],
FALLBACK_REFLECTION_COACH_SKILL,
);
const SUMMARIZER_INSTRUCTIONS = readBuiltInText("summarizer/AGENTS.md", FALLBACK_SUMMARIZER_INSTRUCTIONS);
const SUMMARIZER_ROUTINE = readBuiltInText(
"summarizer/routines/refresh-stale-summaries.md",
FALLBACK_SUMMARIZER_ROUTINE,
);
const SUMMARIZER_SKILL = readBuiltInTextWithFallback(
"summarizer/SKILL.md",
[
path.resolve(
moduleDir,
"../../../packages/skills-catalog/catalog/bundled/paperclip-operations/summarize-status/SKILL.md",
),
...(skillsCatalogRoot
? [path.join(skillsCatalogRoot, "catalog/bundled/paperclip-operations/summarize-status/SKILL.md")]
: []),
],
FALLBACK_SUMMARIZER_SKILL,
);
const DEFINITIONS = validateBuiltInAgentDefinitions([
{
key: "briefs",
displayName: "Briefs Agent",
featureKeys: ["briefs"],
shortPurpose: "Prepares concise operational briefs for the board and agent company.",
defaultInstructions:
"You are Paperclip's built-in Briefs agent. Produce concise, sourced operational briefs that help the board understand current company work, risks, and next actions.",
defaultRole: "general",
allowedAdapterTypes: ["codex_local", "claude_local", "gemini_local", "opencode_local", "process"],
defaultBudgetMonthlyCents: 0,
},
{
key: "learning",
displayName: "Learning Agent",
featureKeys: ["learning"],
shortPurpose: "Maintains reusable company learning from completed work and recurring patterns.",
defaultInstructions:
"You are Paperclip's built-in Learning agent. Extract durable lessons from completed work, preserve useful patterns, and keep learning artifacts grounded in source context.",
defaultRole: "general",
allowedAdapterTypes: ["codex_local", "claude_local", "gemini_local", "opencode_local", "process"],
defaultBudgetMonthlyCents: 0,
},
{
key: "reflection-coach",
displayName: "Reflection Coach",
featureKeys: ["reflection-coach"],
shortPurpose:
"Runs evidence-backed reflection loops on recent agent work, proposes small instruction and skill improvements, and requests approval before changes are applied.",
defaultInstructions: REFLECTION_COACH_INSTRUCTIONS,
defaultRole: "general",
defaultTitle: "Reflection Coach",
defaultIcon: "eye",
defaultPermissions: {
canCreateAgents: false,
canCreateSkills: false,
builtInMutationPolicy: {
requiresDisplayedDiff: true,
requiresAcceptedTaskInteraction: true,
applyInSeparateFollowUpRun: true,
},
},
defaultStatus: "paused",
defaultManager: "single_root_agent",
allowedAdapterTypes: ["claude_local", "codex_local", "gemini_local", "opencode_local", "process"],
defaultBudgetMonthlyCents: 0,
bundle: {
stockVersion: "2026-07-08",
instructions: {
entryFile: "AGENTS.md",
files: {
"AGENTS.md": REFLECTION_COACH_INSTRUCTIONS,
},
},
skill: {
skillKey: "reflection-coach",
displayName: "Reflection Coach",
slug: "reflection-coach",
canonicalKey: "paperclipai/bundled/paperclip-operations/reflection-coach",
files: {
"reflection-coach/SKILL.md": REFLECTION_COACH_SKILL,
},
},
routine: {
routineKey: "recent-agent-reflection",
title: "Review recent agent trajectories for coaching proposals",
description: REFLECTION_COACH_ROUTINE,
status: "paused",
priority: "medium",
concurrencyPolicy: "coalesce_if_active",
catchUpPolicy: "skip_missed",
variables: [
{ name: "lookbackDays", label: "Lookback days", type: "number", defaultValue: 7, required: true, options: [] },
{ name: "maxTargetAgents", label: "Max target agents", type: "number", defaultValue: 8, required: true, options: [] },
{
name: "targetAgentMode",
label: "Target agent mode",
type: "select",
defaultValue: "recent_active",
required: true,
options: ["recent_active", "recent_blocked", "recent_completed"],
},
{ name: "excludeAgentIds", label: "Excluded agent ids", type: "text", defaultValue: "", required: false, options: [] },
],
triggers: [
{
kind: "schedule",
label: "Weekly reflection review",
enabled: false,
cronExpression: "0 9 * * 1",
timezone: "UTC",
},
],
},
},
},
{
key: "summarizer",
displayName: "Summarizer",
featureKeys: ["summarizer"],
shortPurpose:
"Writes short, human-readable Markdown status summaries into project, workspaces-overview, project-workspace, and execution-workspace summary slots on demand.",
defaultInstructions: SUMMARIZER_INSTRUCTIONS,
defaultRole: "general",
defaultTitle: "Summarizer",
defaultIcon: "sparkles",
defaultPermissions: {
canCreateAgents: false,
canCreateSkills: false,
},
defaultStatus: "paused",
defaultManager: "single_root_agent",
allowedAdapterTypes: ["claude_local", "codex_local", "gemini_local", "opencode_local", "process"],
defaultAdapterType: "claude_local",
defaultAdapterConfig: {
model: "claude-haiku-4-5",
},
defaultBudgetMonthlyCents: 0,
bundle: {
stockVersion: "2026-08-02",
instructions: {
entryFile: "AGENTS.md",
files: {
"AGENTS.md": SUMMARIZER_INSTRUCTIONS,
},
},
skill: {
skillKey: "summarize-status",
displayName: "Summarize status",
slug: "summarize-status",
canonicalKey: "paperclipai/bundled/paperclip-operations/summarize-status",
files: {
"summarize-status/SKILL.md": SUMMARIZER_SKILL,
},
},
routine: {
routineKey: "refresh-stale-summaries",
title: "Refresh stale summary slots",
description: SUMMARIZER_ROUTINE,
status: "paused",
priority: "medium",
concurrencyPolicy: "coalesce_if_active",
catchUpPolicy: "skip_missed",
variables: [
{ name: "staleAfterHours", label: "Refresh slots older than (hours)", type: "number", defaultValue: 24, required: true, options: [] },
{ name: "maxSlots", label: "Max slots to refresh per run", type: "number", defaultValue: 10, required: true, options: [] },
{
name: "scopeKinds",
label: "Scope kinds to include",
type: "select",
defaultValue: "all",
required: true,
options: ["all", "project", "workspaces_overview", "project_workspace", "execution_workspace"],
},
],
triggers: [
{
kind: "schedule",
label: "Daily stale-summary refresh",
enabled: false,
cronExpression: "0 8 * * *",
timezone: "UTC",
},
],
},
},
},
]);
const DEFINITIONS_BY_KEY = new Map(DEFINITIONS.map((definition) => [definition.key, definition]));
// Bundled built-in agents that should be provisioned automatically when a
// company is created (and re-ensured on startup reconcile). Empty by default so
// a new user starts clean — the Reflection Coach and Summarizer are opt-in, not
// seeded. Add a definition key here to restore automatic provisioning.
const AUTO_PROVISION_ON_COMPANY_CREATE_KEYS = new Set<string>([]);
const ROOT_AGENT_DEFAULT_CHANGE_GRANTS: PermissionKey[] = ["agents:configure", "skills:create"];
const BUILT_IN_AGENT_DEFAULT_GRANTS: Record<string, PermissionKey[]> = {
"reflection-coach": ["agents:suggest-changes", "skills:suggest-changes"],
};
function isPlainRecord(value: unknown): value is Record<string, unknown> {
return typeof value === "object" && value !== null && !Array.isArray(value);
}
function nonEmptyString(value: unknown) {
return typeof value === "string" && value.trim().length > 0;
}
function uniqueNonEmptyStrings(values: string[]) {
const seen = new Set<string>();
const result: string[] = [];
for (const value of values) {
const normalized = value.trim();
if (!normalized || seen.has(normalized)) continue;
seen.add(normalized);
result.push(normalized);
}
return result;
}
function changedFileList(currentFiles: Record<string, string | null>, stockFiles: Record<string, string>) {
const paths = new Set([...Object.keys(currentFiles), ...Object.keys(stockFiles)]);
return [...paths]
.filter((filePath) => (currentFiles[filePath] ?? null) !== (stockFiles[filePath] ?? null))
.sort((left, right) => left.localeCompare(right));
}
function stockState(input: {
resourceKind: BuiltInManagedResourceKind;
resourceKey: string;
resourceId: string | null;
stockVersion: string;
latestStockHash: string;
currentHash: string | null;
bindingStockHash: string | null;
changedFiles?: string[];
scheduleEnabled?: boolean;
pendingUpdateInteractionId?: string | null;
pendingUpdateIssueId?: string | null;
pendingUpdateIssueIdentifier?: string | null;
}): BuiltInManagedResourceState {
const status = resourceStatus({
resourceId: input.resourceId,
currentHash: input.currentHash,
bindingStockHash: input.bindingStockHash,
latestStockHash: input.latestStockHash,
});
return {
resourceKind: input.resourceKind,
resourceKey: input.resourceKey,
resourceId: input.resourceId,
stockVersion: input.stockVersion,
stockHash: input.latestStockHash,
currentHash: input.currentHash,
stockStatus: status,
updateAvailable: status === "stock_update_available" || status === "operator_modified",
resetAvailable: status !== "stock_current",
...(input.changedFiles && input.changedFiles.length > 0 ? { changedFiles: input.changedFiles } : {}),
...(input.scheduleEnabled !== undefined ? { scheduleEnabled: input.scheduleEnabled } : {}),
...(input.pendingUpdateInteractionId !== undefined
? { pendingUpdateInteractionId: input.pendingUpdateInteractionId }
: {}),
...(input.pendingUpdateIssueId !== undefined ? { pendingUpdateIssueId: input.pendingUpdateIssueId } : {}),
...(input.pendingUpdateIssueIdentifier !== undefined
? { pendingUpdateIssueIdentifier: input.pendingUpdateIssueIdentifier }
: {}),
};
}
export function validateBuiltInAgentDefinitions(definitions: BuiltInAgentDefinition[]) {
const seenKeys = new Set<string>();
for (const definition of definitions) {
if (!BUILT_IN_AGENT_KEY_PATTERN.test(definition.key)) {
throw new Error(`Invalid built-in agent key: ${definition.key}`);
}
if (seenKeys.has(definition.key)) {
throw new Error(`Duplicate built-in agent key: ${definition.key}`);
}
seenKeys.add(definition.key);
if (!definition.displayName.trim()) {
throw new Error(`Built-in agent ${definition.key} requires a displayName`);
}
if (!definition.shortPurpose.trim()) {
throw new Error(`Built-in agent ${definition.key} requires a shortPurpose`);
}
if (!definition.defaultInstructions.trim()) {
throw new Error(`Built-in agent ${definition.key} requires defaultInstructions`);
}
if (!definition.defaultRole.trim()) {
throw new Error(`Built-in agent ${definition.key} requires a defaultRole`);
}
if (uniqueNonEmptyStrings(definition.featureKeys).length !== definition.featureKeys.length) {
throw new Error(`Built-in agent ${definition.key} featureKeys must be unique non-empty strings`);
}
if (definition.featureKeys.length === 0) {
throw new Error(`Built-in agent ${definition.key} requires at least one featureKey`);
}
if (
definition.allowedAdapterTypes
&& uniqueNonEmptyStrings(definition.allowedAdapterTypes).length !== definition.allowedAdapterTypes.length
) {
throw new Error(`Built-in agent ${definition.key} allowedAdapterTypes must be unique non-empty strings`);
}
if (
definition.defaultAdapterType
&& definition.allowedAdapterTypes
&& !definition.allowedAdapterTypes.includes(definition.defaultAdapterType)
) {
throw new Error(`Built-in agent ${definition.key} defaultAdapterType must be allowed`);
}
if (
definition.defaultBudgetMonthlyCents !== undefined
&& (!Number.isInteger(definition.defaultBudgetMonthlyCents) || definition.defaultBudgetMonthlyCents < 0)
) {
throw new Error(`Built-in agent ${definition.key} defaultBudgetMonthlyCents must be a non-negative integer`);
}
if (definition.bundle) {
if (!definition.bundle.stockVersion.trim()) {
throw new Error(`Built-in agent ${definition.key} bundle requires a stockVersion`);
}
if (!definition.bundle.instructions.files[definition.bundle.instructions.entryFile]) {
throw new Error(`Built-in agent ${definition.key} bundle instructions require the entry file`);
}
if (!definition.bundle.skill.files[`${definition.bundle.skill.slug}/SKILL.md`]) {
throw new Error(`Built-in agent ${definition.key} bundle skill requires SKILL.md`);
}
if (!definition.bundle.routine.description.trim()) {
throw new Error(`Built-in agent ${definition.key} bundle routine requires a description`);
}
}
}
return definitions.map((definition) => ({
...definition,
featureKeys: [...definition.featureKeys],
allowedAdapterTypes: definition.allowedAdapterTypes ? [...definition.allowedAdapterTypes] : undefined,
defaultAdapterConfig: definition.defaultAdapterConfig ? { ...definition.defaultAdapterConfig } : undefined,
bundle: definition.bundle ? {
...definition.bundle,
instructions: {
...definition.bundle.instructions,
files: { ...definition.bundle.instructions.files },
},
skill: {
...definition.bundle.skill,
files: { ...definition.bundle.skill.files },
},
routine: {
...definition.bundle.routine,
variables: definition.bundle.routine.variables.map((variable) => ({ ...variable, options: [...variable.options] })),
triggers: definition.bundle.routine.triggers.map((trigger) => ({ ...trigger })),
},
} : undefined,
}));
}
export function listBuiltInAgentDefinitions() {
return DEFINITIONS.map((definition) => ({
...definition,
featureKeys: [...definition.featureKeys],
allowedAdapterTypes: definition.allowedAdapterTypes ? [...definition.allowedAdapterTypes] : undefined,
defaultAdapterConfig: definition.defaultAdapterConfig ? { ...definition.defaultAdapterConfig } : undefined,
}));
}
export function getBuiltInAgentDefinition(key: string) {
return DEFINITIONS_BY_KEY.get(key) ?? null;
}
export function requireBuiltInAgentDefinition(key: string) {
const definition = getBuiltInAgentDefinition(key);
if (!definition) throw notFound(`Built-in agent definition not found: ${key}`);
return definition;
}
function defaultAdapterType(definition: BuiltInAgentDefinition) {
return definition.defaultAdapterType ?? definition.allowedAdapterTypes?.[0] ?? "process";
}
function normalizeAdapterType(value: unknown) {
return typeof value === "string" && value.trim().length > 0 ? value.trim() : null;
}
function selectPreferredAdapterType(
definition: BuiltInAgentDefinition,
usage: Array<{ adapterType: string; count: number }>,
) {
const fallback = defaultAdapterType(definition);
const preference = definition.allowedAdapterTypes ?? [];
if (preference.length === 0) return fallback;
const rank = new Map(preference.map((adapterType, index) => [adapterType, index]));
let selected: { adapterType: string; count: number; rank: number } | null = null;
for (const entry of usage) {
const adapterRank = rank.get(entry.adapterType);
if (adapterRank === undefined) continue;
if (!selected || entry.count > selected.count || (entry.count === selected.count && adapterRank < selected.rank)) {
selected = { ...entry, rank: adapterRank };
}
}
return selected?.adapterType ?? fallback;
}
function assertAdapterAllowed(definition: BuiltInAgentDefinition, adapterType: string, adapterConfig: Record<string, unknown> = {}) {
if (definition.allowedAdapterTypes && !definition.allowedAdapterTypes.includes(agentHarnessType(adapterType, adapterConfig))) {
throw unprocessable(`Adapter type ${adapterType} is not allowed for built-in agent ${definition.key}`, {
code: "built_in_agent_adapter_not_allowed",
key: definition.key,
allowedAdapterTypes: definition.allowedAdapterTypes,
});
}
}
function hasCompleteAdapterConfig(adapterType: string, adapterConfig: unknown) {
if (!isPlainRecord(adapterConfig)) return false;
if (["process", "command"].includes(adapterType)) {
return nonEmptyString(adapterConfig.command) || nonEmptyString(adapterConfig.script);
}
if (adapterType === "http") {
return nonEmptyString(adapterConfig.url) || nonEmptyString(adapterConfig.endpoint) || nonEmptyString(adapterConfig.webhookUrl);
}
if (adapterType === "openclaw_gateway" || adapterType === "hermes_gateway") {
return nonEmptyString(adapterConfig.baseUrl) || nonEmptyString(adapterConfig.url);
}
return nonEmptyString(adapterConfig.model);
}
export function deriveBuiltInAgentStatus(agent: Pick<Agent, "adapterType" | "adapterConfig" | "status" | "pausedAt"> & { metadata?: Agent["metadata"] } | null): BuiltInAgentStatus {
if (!agent) return "not_provisioned";
if (agent.status === "pending_approval") return "pending_approval";
if (agent.status === "paused" || agent.pausedAt) return "paused";
return agent.metadata?.paperclipBuiltInSetupRequired !== true && hasCompleteAdapterConfig(agent.adapterType, agent.adapterConfig) ? "ready" : "needs_setup";
}
function builtInMetadata(definition: BuiltInAgentDefinition, existing?: Record<string, unknown> | null) {
return withBuiltInAgentMarker(existing, {
key: definition.key,
featureKeys: definition.featureKeys,
});
}
function definitionPatch(definition: BuiltInAgentDefinition, input: BuiltInAgentProvisionInput = {}) {
const adapterType = input.adapterType ?? defaultAdapterType(definition);
assertAdapterAllowed(definition, adapterType, input.adapterConfig);
return {
runner: input.runner,
name: definition.displayName,
role: definition.defaultRole,
title: definition.defaultTitle ?? null,
icon: definition.defaultIcon ?? null,
capabilities: definition.shortPurpose,
adapterType,
adapterConfig: input.adapterConfig ?? definition.defaultAdapterConfig ?? {},
permissions: definition.defaultPermissions ?? {},
budgetMonthlyCents: input.budgetMonthlyCents ?? definition.defaultBudgetMonthlyCents ?? 0,
};
}
async function assertKnownBuiltInAgentModel(
definition: BuiltInAgentDefinition,
input: BuiltInAgentProvisionInput,
) {
const adapterType = input.adapterType ?? defaultAdapterType(definition);
const adapterConfig = input.adapterConfig ?? definition.defaultAdapterConfig ?? {};
const model = typeof adapterConfig.model === "string" ? adapterConfig.model.trim() : "";
if (!model || !hasCompleteAdapterConfig(adapterType, adapterConfig)) return;
const models = await listAdapterModels(agentHarnessType(adapterType, adapterConfig));
if (models.length === 0 || models.some((candidate) => candidate.id === model)) return;
throw unprocessable(`Model "${model}" is not available for adapter ${adapterType}.`, {
code: "built_in_agent_model_unknown",
key: definition.key,
adapterType,
model,
availableModelIds: models.map((candidate) => candidate.id),
});
}
function builtInAgentNotConfiguredError(state: BuiltInAgentState) {
return new HttpError(412, `Built-in agent is not configured: ${state.definition.key}`, {
code: "built_in_agent_not_configured",
key: state.definition.key,
status: state.status,
agentId: state.agentId,
featureKeys: state.definition.featureKeys,
});
}
function hasProvisionSetupInput(input: BuiltInAgentProvisionInput) {
return input.adapterType !== undefined || input.adapterConfig !== undefined || input.runner !== undefined || input.budgetMonthlyCents !== undefined;
}
function rowIsBuiltInAgent(row: typeof agents.$inferSelect, key: string) {
const marker = readBuiltInAgentMarker(row.metadata);
return marker?.key === key;
}
// Partial unique index (migration 0192) that guarantees one active built-in
// agent per (company, marker key). A losing provisioning race raises this as a
// 23505; provision()/ensure() catch it and re-resolve to the winning row.
const BUILT_IN_AGENT_MARKER_UNIQUE_INDEX = "agents_company_built_in_agent_key_unique_idx";
function isBuiltInAgentMarkerConflict(error: unknown): boolean {
const seen = new Set<unknown>();
let current: unknown = error;
while (typeof current === "object" && current !== null && !seen.has(current)) {
seen.add(current);
const maybe = current as { code?: string; constraint?: string; constraint_name?: string; cause?: unknown };
const constraint = maybe.constraint ?? maybe.constraint_name;
if (maybe.code === "23505" && constraint === BUILT_IN_AGENT_MARKER_UNIQUE_INDEX) {
return true;
}
current = maybe.cause;
}
return false;
}
export function builtInAgentService(db: Db) {
const agentSvc = agentService(db);
const agentSvcLifecycle = createAgentLifecycle(db);
const accessSvc = accessService(db);
const approvalSvc = approvalService(db);
const instructionsSvc = agentInstructionsService(db);
const skillSvc = companySkillService(db);
const routineSvc = routineService(db);
async function findSingleRootManager(companyId: string) {
const roots = await db
.select()
.from(agents)
.where(and(eq(agents.companyId, companyId), ne(agents.status, "terminated")));
const nonBuiltInRoots = roots.filter((agent) => !readBuiltInAgentMarker(agent.metadata) && !agent.reportsTo);
return nonBuiltInRoots.length === 1 ? nonBuiltInRoots[0]!.id : null;
}
async function ensureAgentDefaultGrants(companyId: string, agentId: string, grantKeys: PermissionKey[]) {
if (grantKeys.length === 0) return 0;
await accessSvc.ensureMembership(companyId, "agent", agentId, "member", "active");
let ensured = 0;
for (const permissionKey of grantKeys) {
await accessSvc.setPrincipalPermission(companyId, "agent", agentId, permissionKey, true, null);
ensured += 1;
}
return ensured;
}
async function ensureBuiltInAgentDefaultGrants(agent: Agent, definition: BuiltInAgentDefinition) {
if (agent.status === "pending_approval" || agent.status === "terminated") return 0;
return ensureAgentDefaultGrants(
agent.companyId,
agent.id,
BUILT_IN_AGENT_DEFAULT_GRANTS[definition.key] ?? [],
);
}
async function ensureRootAgentDefaultChangeGrants(companyId: string) {
const rows = await db
.select()
.from(agents)
.where(and(eq(agents.companyId, companyId), ne(agents.status, "terminated")));
const rootCeoRows = rows.filter((agent) =>
!readBuiltInAgentMarker(agent.metadata) &&
!agent.reportsTo &&
agent.role.trim().toLowerCase() === "ceo" &&
agent.status !== "pending_approval"
);
if (rootCeoRows.length !== 1) return 0;
return ensureAgentDefaultGrants(companyId, rootCeoRows[0]!.id, ROOT_AGENT_DEFAULT_CHANGE_GRANTS);
}
async function ensureCompanyDefaultAgentGrants(companyId: string) {
let ensured = await ensureRootAgentDefaultChangeGrants(companyId);
for (const definition of DEFINITIONS) {
const agent = await findSingleAgent(companyId, definition);
if (!agent) continue;
ensured += await ensureBuiltInAgentDefaultGrants(agent as Agent, definition);
}
return ensured;
}
async function defaultProvisionInput(companyId: string, definition: BuiltInAgentDefinition, input: BuiltInAgentProvisionInput) {
if (input.adapterType || input.adapterConfig) return input;
if (definition.defaultAdapterType || definition.defaultAdapterConfig) {
return {
...input,
adapterType: definition.defaultAdapterType,
adapterConfig: definition.defaultAdapterConfig ? { ...definition.defaultAdapterConfig } : undefined,
};
}
if (!definition.bundle) return input;
const rows = await db
.select({
adapterType: agents.adapterType,
adapterConfig: agents.adapterConfig,
})
.from(agents)
.where(and(eq(agents.companyId, companyId), ne(agents.status, "terminated")));
const candidate = rows.find((row) =>
definition.allowedAdapterTypes?.includes(agentHarnessType(row.adapterType, row.adapterConfig))
&& hasCompleteAdapterConfig(row.adapterType, row.adapterConfig)
);
if (!candidate) return input;
return {
...input,
adapterType: agentHarnessType(candidate.adapterType, candidate.adapterConfig),
adapterConfig: {},
};
}
async function getManagedResourceBinding(
companyId: string,
bundleKey: string,
resourceKind: BuiltInManagedResourceKind,
resourceKey: string,
) {
return db
.select()
.from(builtInManagedResources)
.where(and(
eq(builtInManagedResources.companyId, companyId),
eq(builtInManagedResources.bundleKey, bundleKey),
eq(builtInManagedResources.resourceKind, resourceKind),
eq(builtInManagedResources.resourceKey, resourceKey),
))
.then((rows) => rows[0] ?? null);
}
async function upsertManagedResourceBinding(input: {
companyId: string;
bundleKey: string;
resourceKind: BuiltInManagedResourceKind;
resourceKey: string;
resourceId: string;
stockVersion: string;
stockHash: string;
defaultsJson: Record<string, unknown>;
}, connection: Db | Parameters<Parameters<Db["transaction"]>[0]>[0] = db) {
const now = new Date();
return connection
.insert(builtInManagedResources)
.values(input)
.onConflictDoUpdate({
target: [
builtInManagedResources.companyId,
builtInManagedResources.bundleKey,
builtInManagedResources.resourceKind,
builtInManagedResources.resourceKey,
],
set: {
resourceId: input.resourceId,
stockVersion: input.stockVersion,
stockHash: input.stockHash,
defaultsJson: input.defaultsJson,
updatedAt: now,
},
})
.returning()
.then((rows) => rows[0] ?? null);
}
async function currentInstructionFiles(agent: Agent, bundle: BuiltInAgentBundleDefinition) {
const currentFiles: Record<string, string | null> = {};
for (const filePath of Object.keys(bundle.instructions.files)) {
try {
currentFiles[filePath] = (await instructionsSvc.readFile(agent, filePath)).content;
} catch {
currentFiles[filePath] = null;
}
}
return currentFiles;
}
async function materializeInstructions(agent: Agent, definition: BuiltInAgentDefinition, mode: "reconcile" | "reset", actor?: AuthorizationActor) {
const bundle = definition.bundle!;
const stock = stockHash(bundle.instructions.files);
const binding = await getManagedResourceBinding(agent.companyId, definition.key, "instructions", "AGENTS.md");
// Stock operations also read the committed projection after interrupted writes.
if (agentInstructionsBundleMode(agent) === "managed") {
try { await agentInstructionRevisionService(db).materializeCurrent({ companyId: agent.companyId, agentId: agent.id }); }
catch (error) { if (!(error instanceof HttpError && error.status === 404)) throw error; }
}
const currentFiles = await currentInstructionFiles(agent, bundle);
const currentHash = Object.values(currentFiles).some((value) => value === null) ? null : stockHash(currentFiles);
const currentState = stockState({
resourceKind: "instructions",
resourceKey: "AGENTS.md",
resourceId: agent.id,
stockVersion: bundle.stockVersion,
latestStockHash: stock,
currentHash,
bindingStockHash: binding?.stockHash ?? null,
changedFiles: changedFileList(currentFiles, bundle.instructions.files),
});
if (!actor && mode === "reconcile" && agentInstructionsBundleMode(agent) === "managed"
&& binding && (binding.stockHash !== stock || binding.defaultsJson.pendingInstructionsUpdate)) {
const bindingWhere = and(eq(builtInManagedResources.companyId, agent.companyId),
eq(builtInManagedResources.bundleKey, definition.key), eq(builtInManagedResources.resourceKind, "instructions"),
eq(builtInManagedResources.resourceKey, "AGENTS.md"));
const incoming = Object.fromEntries(Object.entries(bundle.instructions.files)
.map(([file, content]) => [agentFilePath(file), instructionBytes(content)]));
// Persist only the pending operation's baseline hashes before touching
// files. If a write or DB commit fails, the next reconciliation can accept
// already-applied bytes and retry. This is not instruction revision history.
const prepared = await db.transaction(async (tx) => {
const [current] = await tx.select().from(agents).where(and(eq(agents.companyId, agent.companyId), eq(agents.id, agent.id))).for("update");
if (!current) throw notFound("Built-in agent not found");
if (agentInstructionsBundleMode(current) !== "managed") return false;
const root = await adoptAgentFiles(tx, current);
const [latest] = await tx.select().from(builtInManagedResources).where(bindingWhere);
if (!latest) return false;
const pending = latest.defaultsJson.pendingInstructionsUpdate as {
stockHash?: string; baseHashes?: Record<string, string | null>; nextHashes?: Record<string, string | null>;
} | undefined;
if (pending?.stockHash === stock) return true;
if (!pending && latest.stockHash === stock) return false;
const previousPaths = latest.defaultsJson.files;
if (!Array.isArray(previousPaths) || !previousPaths.every((file): file is string => typeof file === "string")) return false;
const ownedPaths = new Set(previousPaths);
if (pending) {
// A newer release (or rollback) can supersede an interrupted update.
// Recognize only the previous operation's baseline or intended bytes;
// never mistake an intervening operator edit for partially applied stock.
if (!pending.baseHashes || !pending.nextHashes) return false;
for (const [file, baseHash] of Object.entries(pending.baseHashes)) {
if (!(file in pending.nextHashes)) return false;
const bytes = await readAgentFile(root, agentFilePath(file));
const hash = bytes === null ? null : fileHash(bytes);
if (hash !== baseHash && hash !== pending.nextHashes[file]) return false;
ownedPaths.add(file);
}
} else {
const previousFiles: Record<string, string | null> = {};
for (const file of previousPaths) {
try { previousFiles[file] = (await instructionsSvc.readFile(current, file)).content; }
catch { previousFiles[file] = null; }
}
if (stockHash(previousFiles) !== latest.stockHash) return false;
}
await snapshotAgentFiles(root);
const baseHashes: Record<string, string | null> = {};
const nextHashes: Record<string, string | null> = {};
for (const file of new Set([...ownedPaths, ...Object.keys(incoming)])) {
const bytes = await readAgentFile(root, agentFilePath(file));
// A newly declared stock path must not overwrite a personal file.
if (!ownedPaths.has(file) && bytes !== null && !bytes.equals(incoming[file]!)) return false;
baseHashes[file] = bytes === null ? null : fileHash(bytes);
nextHashes[file] = incoming[file] ? fileHash(incoming[file]) : null;
}
await tx.update(builtInManagedResources).set({ defaultsJson: { ...latest.defaultsJson,
pendingInstructionsUpdate: { stockHash: stock, baseHashes, nextHashes } }, updatedAt: new Date() }).where(bindingWhere);
return true;
});
if (!prepared) return currentState;
return db.transaction(async (tx) => {
const [current] = await tx.select().from(agents).where(and(eq(agents.companyId, agent.companyId), eq(agents.id, agent.id))).for("update");
if (!current) throw notFound("Built-in agent not found");
if (agentInstructionsBundleMode(current) !== "managed") return currentState;
const root = await adoptAgentFiles(tx, current);
const [latest] = await tx.select().from(builtInManagedResources).where(bindingWhere);
const pending = latest?.defaultsJson.pendingInstructionsUpdate as { stockHash?: string; baseHashes?: Record<string, string | null> } | undefined;
if (pending?.stockHash !== stock || !pending.baseHashes) return currentState;
await snapshotAgentFiles(root);
// Preflight every changed or removed path before mutation; preserve any
// operator edit made between preparation, failure, and this retry.
for (const [file, baseHash] of Object.entries(pending.baseHashes)) {
const bytes = await readAgentFile(root, agentFilePath(file));
const hash = bytes === null ? null : fileHash(bytes);
const nextHash = incoming[file] ? fileHash(incoming[file]) : null;
if (hash !== baseHash && hash !== nextHash) return currentState;
}
for (const [file, bytes] of Object.entries(incoming)) await materializeInstructionBytes(root, file, bytes);
for (const file of Object.keys(pending.baseHashes)) {
if (!(file in incoming)) await fs.rm(await assertInstructionPathSafe(root, file), { force: true });
}
await upsertManagedResourceBinding({ companyId: agent.companyId, bundleKey: definition.key,
resourceKind: "instructions", resourceKey: "AGENTS.md", resourceId: agent.id,
stockVersion: bundle.stockVersion, stockHash: stock,
defaultsJson: { entryFile: bundle.instructions.entryFile, files: Object.keys(bundle.instructions.files) },
}, tx);
await tx.insert(activityLog).values({ companyId: agent.companyId, actorType: "system", actorId: "built-in-reconcile",
action: "agent.files_updated", entityType: "agent", entityId: agent.id,
details: { source: "built-in-stock-update", bundleKey: definition.key, stockHash: stock } });
return stockState({ resourceKind: "instructions", resourceKey: "AGENTS.md", resourceId: agent.id,
stockVersion: bundle.stockVersion, latestStockHash: stock, currentHash: stock, bindingStockHash: stock });
});
}
const shouldWrite =
mode === "reset"
|| currentState.stockStatus === "missing"
|| currentState.stockStatus === "stock_update_available";
if (!shouldWrite) {
if (!binding && currentHash === stock) {
await upsertManagedResourceBinding({
companyId: agent.companyId,
bundleKey: definition.key,
resourceKind: "instructions",
resourceKey: "AGENTS.md",
resourceId: agent.id,
stockVersion: bundle.stockVersion,
stockHash: stock,
defaultsJson: {
entryFile: bundle.instructions.entryFile,
files: Object.keys(bundle.instructions.files),
},
});
}
return currentState;
}
let adapterConfig: Record<string, unknown>;
if (currentFiles[bundle.instructions.entryFile] !== null && currentFiles[bundle.instructions.entryFile] !== undefined) {
if (!actor && mode === "reconcile") return currentState;
if (!actor) throw unprocessable("Resetting existing instructions requires an authenticated operator", { code: "INSTRUCTION_IDENTITY_INVALID" });
const revisions = agentInstructionRevisionService(db);
const target = { companyId: agent.companyId, agentId: agent.id };
const baseline = await revisions.readCurrent(target, actor);
const receipt = await revisions.commit({ ...target, entryFile: bundle.instructions.entryFile,
baseRevisionId: baseline?.revision.id ?? null, content: bundle.instructions.files[bundle.instructions.entryFile] ?? "",
source: actor.type === "board" ? "board" : "api" }, actor);
if (receipt.materialization === "pending") throw conflict("Instruction revision saved; retry reset to repair its disk copy", { revisionId: receipt.revision.id });
const refreshed = await agentSvc.getById(agent.id);
if (!refreshed) throw notFound("Built-in agent not found");
for (const [file, content] of Object.entries(bundle.instructions.files)) {
if (file !== bundle.instructions.entryFile) await instructionsSvc.writeFile(refreshed, file, content);
}
// Preserve personal files outside this built-in bundle's declared paths.
adapterConfig = { ...refreshed.adapterConfig };
delete adapterConfig.promptTemplate;
delete adapterConfig.bootstrapPromptTemplate;
} else {
const materialized = await instructionsSvc.materializeManagedBundle(agent, bundle.instructions.files, {
entryFile: bundle.instructions.entryFile,
replaceExisting: false,
clearLegacyPromptTemplate: true,
});
adapterConfig = materialized.adapterConfig;
}
const updated = await agentSvc.update(agent.id, {
adapterConfig,
}, {
allowBuiltInAgentMetadata: true,
recordRevision: { source: `built-in-bundle:${mode}:instructions` },
});
if (!updated) throw notFound("Built-in agent not found");
await upsertManagedResourceBinding({
companyId: agent.companyId,
bundleKey: definition.key,
resourceKind: "instructions",
resourceKey: "AGENTS.md",
resourceId: agent.id,
stockVersion: bundle.stockVersion,
stockHash: stock,
defaultsJson: {
entryFile: bundle.instructions.entryFile,
files: Object.keys(bundle.instructions.files),
},
});
return stockState({
resourceKind: "instructions",
resourceKey: "AGENTS.md",
resourceId: agent.id,
stockVersion: bundle.stockVersion,
latestStockHash: stock,
currentHash: stock,
bindingStockHash: stock,
});
}
async function getCurrentSkillFiles(companyId: string, skill: CompanySkill | null, bundle: BuiltInAgentBundleDefinition) {
const currentFiles: Record<string, string | null> = {};
const stockFiles = bundle.skill.files;
for (const packagePath of Object.keys(stockFiles)) {
const relativePath = packagePath.split("/").slice(1).join("/") || "SKILL.md";
if (!skill) {
currentFiles[packagePath] = null;
continue;
}
if (relativePath === "SKILL.md") {
currentFiles[packagePath] = skill.markdown;
continue;
}
try {
currentFiles[packagePath] = (await skillSvc.readFile(companyId, skill.id, relativePath))?.content ?? null;
} catch {
currentFiles[packagePath] = null;
}
}
return currentFiles;
}
async function importBundledSkill(companyId: string, definition: BuiltInAgentDefinition) {
const results = await skillSvc.importPackageFiles(companyId, definition.bundle!.skill.files, { onConflict: "replace" });
const imported = results.find((result) => result.skill.key === definition.bundle!.skill.canonicalKey)?.skill
?? results[0]?.skill
?? await skillSvc.getByKey(companyId, definition.bundle!.skill.canonicalKey);
if (!imported) throw notFound("Built-in bundled skill was not imported");
return imported;
}
async function syncBundledSkillToAgent(agent: Agent, skill: CompanySkill) {
const desired = readPaperclipSkillSyncPreference(agent.adapterConfig as Record<string, unknown>).desiredSkillEntries;
const nextDesired = [
...desired.filter((entry) => entry.key !== skill.key),
{ key: skill.key, versionId: skill.currentVersionId ?? null },
];
const adapterConfig = writePaperclipSkillSyncPreference(agent.adapterConfig as Record<string, unknown>, nextDesired);
const updated = await agentSvc.update(agent.id, { adapterConfig }, {
allowBuiltInAgentMetadata: true,
recordRevision: { source: "built-in-bundle:skill-sync" },
});
if (!updated) throw notFound("Built-in agent not found");
return updated as Agent;
}
async function materializeSkill(agent: Agent, definition: BuiltInAgentDefinition, mode: "reconcile" | "reset") {
const bundle = definition.bundle!;
const stock = stockHash(bundle.skill.files);
const binding = await getManagedResourceBinding(agent.companyId, definition.key, "skill", bundle.skill.skillKey);
const boundSkill = binding ? await skillSvc.getById(agent.companyId, binding.resourceId) : null;
const existingByKey = await skillSvc.getByKey(agent.companyId, bundle.skill.canonicalKey);
const skill = boundSkill ?? existingByKey;
const currentFiles = await getCurrentSkillFiles(agent.companyId, skill, bundle);
const currentHash = skill && Object.values(currentFiles).every((value) => value !== null)
? stockHash(currentFiles)
: null;
const currentState = stockState({
resourceKind: "skill",
resourceKey: bundle.skill.skillKey,
resourceId: skill?.id ?? null,
stockVersion: bundle.stockVersion,
latestStockHash: stock,
currentHash,
bindingStockHash: binding?.stockHash ?? null,
changedFiles: changedFileList(currentFiles, bundle.skill.files),
});
const shouldWrite =
mode === "reset"
|| currentState.stockStatus === "missing"
|| currentState.stockStatus === "stock_update_available";
const nextSkill = shouldWrite ? await importBundledSkill(agent.companyId, definition) : skill!;
await upsertManagedResourceBinding({
companyId: agent.companyId,
bundleKey: definition.key,
resourceKind: "skill",
resourceKey: bundle.skill.skillKey,
resourceId: nextSkill.id,
stockVersion: bundle.stockVersion,
stockHash: shouldWrite ? stock : binding?.stockHash ?? stock,
defaultsJson: {
canonicalKey: bundle.skill.canonicalKey,
slug: bundle.skill.slug,
files: Object.keys(bundle.skill.files),
},
});
await syncBundledSkillToAgent(agent, nextSkill);
return stockState({
resourceKind: "skill",
resourceKey: bundle.skill.skillKey,
resourceId: nextSkill.id,
stockVersion: bundle.stockVersion,
latestStockHash: stock,
currentHash: shouldWrite ? stock : currentHash,
bindingStockHash: shouldWrite ? stock : binding?.stockHash ?? stock,
changedFiles: shouldWrite ? [] : changedFileList(currentFiles, bundle.skill.files),
});
}
function normalizeRoutineVariablesForHash(input: {
title: string;
description?: string | null;
variables?: RoutineVariable[] | null;
}) {
return syncRoutineVariablesWithTemplate(
[input.title, input.description ?? ""],
input.variables ?? [],
).map((variable) => ({
name: variable.name,
label: variable.label ?? null,
type: variable.type ?? "text",
defaultValue: variable.defaultValue ?? null,
required: variable.required ?? true,
options: variable.options ?? [],
}));
}
function normalizeRoutineTriggersForHash(
triggers: Array<{
kind: string;
label?: string | null;
cronExpression?: string | null;
timezone?: string | null;
}>,
) {
return triggers
.filter((trigger) => trigger.kind === "schedule")
.map((trigger) => ({
kind: "schedule",
label: trigger.label ?? null,
cronExpression: trigger.cronExpression ?? "",
timezone: trigger.timezone ?? "UTC",
}))
.sort((left, right) => stableJson(left).localeCompare(stableJson(right)));
}
function routineDefaultsHash(
routine: Pick<
BuiltInAgentBundleDefinition["routine"],
"title" | "description" | "priority" | "concurrencyPolicy" | "catchUpPolicy" | "variables"
>,
triggers: Array<{
kind: string;
label?: string | null;
cronExpression?: string | null;
timezone?: string | null;
}>,
) {
return stockHash({
title: routine.title,
description: routine.description ?? "",
priority: routine.priority,
concurrencyPolicy: routine.concurrencyPolicy,
catchUpPolicy: routine.catchUpPolicy,
variables: normalizeRoutineVariablesForHash(routine),
triggers: normalizeRoutineTriggersForHash(triggers),
});
}
async function getRoutineByBinding(companyId: string, definition: BuiltInAgentDefinition) {
const binding = await getManagedResourceBinding(companyId, definition.key, "routine", definition.bundle!.routine.routineKey);
const routine = binding
? await db
.select()
.from(routines)
.where(and(eq(routines.companyId, companyId), eq(routines.id, binding.resourceId)))
.then((rows) => rows[0] as Routine | undefined ?? null)
: await db
.select()
.from(routines)
.where(and(
eq(routines.companyId, companyId),
eq(routines.originKind, "built_in_agent_bundle"),
eq(routines.originId, `${definition.key}:${definition.bundle!.routine.routineKey}`),
))
.then((rows) => rows[0] as Routine | undefined ?? null);
const triggers = routine
? await db
.select()
.from(routineTriggers)
.where(eq(routineTriggers.routineId, routine.id))
.then((rows) => rows as RoutineTrigger[])
: [];
return { binding, routine, triggers };
}
function routineScheduleEnabled(routine: Routine | null, triggers: RoutineTrigger[]) {
return Boolean(
routine?.status === "active"
&& triggers.some((trigger) => trigger.kind === "schedule" && trigger.enabled),
);
}
async function pendingUpdateProposal(agent: Agent | null) {
if (!agent) return null;
return db
.select({
interactionId: issueThreadInteractions.id,
issueId: issues.id,
issueIdentifier: issues.identifier,
})
.from(issueThreadInteractions)
.innerJoin(issues, eq(issueThreadInteractions.issueId, issues.id))
.where(and(
eq(issueThreadInteractions.companyId, agent.companyId),
eq(issueThreadInteractions.createdByAgentId, agent.id),
eq(issueThreadInteractions.kind, "request_confirmation"),
eq(issueThreadInteractions.status, "pending"),
))
.orderBy(desc(issueThreadInteractions.createdAt), desc(issueThreadInteractions.id))
.limit(1)
.then((rows) => rows[0] ?? null);
}
function withRoutineControls(
state: BuiltInManagedResourceState,
input: {
routine: Routine | null;
triggers: RoutineTrigger[];
proposal: Awaited<ReturnType<typeof pendingUpdateProposal>>;
},
) {
if (state.resourceKind !== "routine") return state;
return {
...state,
scheduleEnabled: routineScheduleEnabled(input.routine, input.triggers),
pendingUpdateInteractionId: input.proposal?.interactionId ?? null,
pendingUpdateIssueId: input.proposal?.issueId ?? null,
pendingUpdateIssueIdentifier: input.proposal?.issueIdentifier ?? null,
};
}
async function requireBundleRoutine(companyId: string, key: string, routineKey: string) {
const definition = requireBuiltInAgentDefinition(key);
if (!definition.bundle || definition.bundle.routine.routineKey !== routineKey) {
throw notFound("Built-in routine not found");
}
await ensureCompany(companyId);
const agent = await findSingleAgent(companyId, definition);
if (!agent) throw notFound("Built-in agent is not provisioned");
const current = await getRoutineByBinding(companyId, definition);
if (!current.routine) throw notFound("Built-in routine not found");
const schedule = current.triggers.find((trigger) => trigger.kind === "schedule") ?? null;
return { definition, agent, routine: current.routine, triggers: current.triggers, schedule };
}
async function ensureBuiltInAgentAssignable(agent: Agent) {
if (agent.status !== "paused" || ["preparing", "verifying", "resuming"].includes(agent.lifecycleState ?? "")) return agent;
const resumed = await agentSvcLifecycle.resumeAgent(agent.id);
if (!resumed) throw notFound("Built-in agent not found");
return resumed as Agent;
}
async function createOrResetRoutine(agent: Agent, definition: BuiltInAgentDefinition, existing: Routine | null, mode: "reconcile" | "reset") {
const routine = definition.bundle!.routine;
const actor = { agentId: null, userId: "built-in-bundles" };
const nextRoutine = existing
? await routineSvc.update(existing.id, {
title: routine.title,
description: routine.description,
assigneeAgentId: agent.id,
priority: routine.priority,
status: routine.status,
concurrencyPolicy: routine.concurrencyPolicy,
catchUpPolicy: routine.catchUpPolicy,
variables: routine.variables,
}, actor)
: await routineSvc.create(agent.companyId, {
title: routine.title,
description: routine.description,
assigneeAgentId: agent.id,
priority: routine.priority,
status: routine.status,
concurrencyPolicy: routine.concurrencyPolicy,
catchUpPolicy: routine.catchUpPolicy,
variables: routine.variables,
}, actor);
if (!nextRoutine) throw notFound("Built-in routine not found");
await db
.update(routines)
.set({
originKind: "built_in_agent_bundle",
originId: `${definition.key}:${routine.routineKey}`,
updatedAt: new Date(),
})
.where(eq(routines.id, nextRoutine.id));
const currentTriggers = await db
.select()
.from(routineTriggers)
.where(eq(routineTriggers.routineId, nextRoutine.id))
.then((rows) => rows as RoutineTrigger[]);
const firstSchedule = currentTriggers.find((trigger) => trigger.kind === "schedule");
const stockTrigger = routine.triggers[0];
if (stockTrigger && firstSchedule) {
await routineSvc.updateTrigger(firstSchedule.id, {
label: stockTrigger.label,
enabled: stockTrigger.enabled,
cronExpression: stockTrigger.cronExpression,
timezone: stockTrigger.timezone,
}, actor);
} else if (stockTrigger) {
await routineSvc.createTrigger(nextRoutine.id, {
kind: "schedule",
label: stockTrigger.label,
enabled: stockTrigger.enabled,
cronExpression: stockTrigger.cronExpression,
timezone: stockTrigger.timezone,
}, actor);
}
await logActivity(db, {
companyId: agent.companyId,
actorType: "system",
actorId: "built-in-bundles",
action: mode === "reset" ? "built_in_agent.routine_reset" : "built_in_agent.routine_reconciled",
entityType: "routine",
entityId: nextRoutine.id,
details: {
key: definition.key,
routineKey: routine.routineKey,
status: routine.status,
},
});
return nextRoutine;
}
async function materializeRoutine(agent: Agent, definition: BuiltInAgentDefinition, mode: "reconcile" | "reset") {
const bundle = definition.bundle!;
const stock = routineDefaultsHash(bundle.routine, bundle.routine.triggers);
const { binding, routine, triggers } = await getRoutineByBinding(agent.companyId, definition);
const currentHash = routine ? routineDefaultsHash({
title: routine.title,
description: routine.description ?? "",
priority: routine.priority as "critical" | "high" | "medium" | "low",
concurrencyPolicy: routine.concurrencyPolicy as "always_enqueue" | "coalesce_if_active" | "skip_if_active",
catchUpPolicy: routine.catchUpPolicy as "enqueue_missed_with_cap" | "skip_missed",
variables: routine.variables ?? [],
}, triggers) : null;
const currentState = stockState({
resourceKind: "routine",
resourceKey: bundle.routine.routineKey,
resourceId: routine?.id ?? null,
stockVersion: bundle.stockVersion,
latestStockHash: stock,
currentHash,
bindingStockHash: binding?.stockHash ?? null,
});
const shouldWrite =
mode === "reset"
|| currentState.stockStatus === "missing"
|| currentState.stockStatus === "stock_update_available";
const nextRoutine = shouldWrite
? await createOrResetRoutine(agent, definition, routine, mode)
: routine!;
await upsertManagedResourceBinding({
companyId: agent.companyId,
bundleKey: definition.key,
resourceKind: "routine",
resourceKey: bundle.routine.routineKey,
resourceId: nextRoutine.id,
stockVersion: bundle.stockVersion,
stockHash: shouldWrite ? stock : binding?.stockHash ?? stock,
defaultsJson: {
title: bundle.routine.title,
status: bundle.routine.status,
triggerCount: bundle.routine.triggers.length,
},
});
const next = await getRoutineByBinding(agent.companyId, definition);
return withRoutineControls(stockState({
resourceKind: "routine",
resourceKey: bundle.routine.routineKey,
resourceId: nextRoutine.id,
stockVersion: bundle.stockVersion,
latestStockHash: stock,
currentHash: shouldWrite ? stock : currentHash,
bindingStockHash: shouldWrite ? stock : binding?.stockHash ?? stock,
}), {
routine: next.routine,
triggers: next.triggers,
proposal: await pendingUpdateProposal(agent),
});
}
async function bundleResourceStates(companyId: string, definition: BuiltInAgentDefinition, agent: Agent | null) {
if (!definition.bundle || !agent) return [];
const bundle = definition.bundle;
const [instructionBinding, skillBinding, routineBinding] = await Promise.all([
getManagedResourceBinding(companyId, definition.key, "instructions", "AGENTS.md"),
getManagedResourceBinding(companyId, definition.key, "skill", bundle.skill.skillKey),
getManagedResourceBinding(companyId, definition.key, "routine", bundle.routine.routineKey),
]);
const instructionFiles = await currentInstructionFiles(agent, bundle);
const skill = skillBinding
? await skillSvc.getById(companyId, skillBinding.resourceId)
: await skillSvc.getByKey(companyId, bundle.skill.canonicalKey);
const skillFiles = await getCurrentSkillFiles(companyId, skill, bundle);
const { routine, triggers } = await getRoutineByBinding(companyId, definition);
const proposal = await pendingUpdateProposal(agent);
const instructionHash = Object.values(instructionFiles).every((value) => value !== null)
? stockHash(instructionFiles)
: null;
const skillHash = skill && Object.values(skillFiles).every((value) => value !== null)
? stockHash(skillFiles)
: null;
const routineHash = routine ? routineDefaultsHash({
title: routine.title,
description: routine.description ?? "",
priority: routine.priority as "critical" | "high" | "medium" | "low",
concurrencyPolicy: routine.concurrencyPolicy as "always_enqueue" | "coalesce_if_active" | "skip_if_active",
catchUpPolicy: routine.catchUpPolicy as "enqueue_missed_with_cap" | "skip_missed",
variables: routine.variables ?? [],
}, triggers) : null;
return [
stockState({
resourceKind: "instructions",
resourceKey: "AGENTS.md",
resourceId: agent.id,
stockVersion: bundle.stockVersion,
latestStockHash: stockHash(bundle.instructions.files),
currentHash: instructionHash,
bindingStockHash: instructionBinding?.stockHash ?? null,
changedFiles: changedFileList(instructionFiles, bundle.instructions.files),
}),
stockState({
resourceKind: "skill",
resourceKey: bundle.skill.skillKey,
resourceId: skill?.id ?? null,
stockVersion: bundle.stockVersion,
latestStockHash: stockHash(bundle.skill.files),
currentHash: skillHash,
bindingStockHash: skillBinding?.stockHash ?? null,
changedFiles: changedFileList(skillFiles, bundle.skill.files),
}),
withRoutineControls(stockState({
resourceKind: "routine",
resourceKey: bundle.routine.routineKey,
resourceId: routine?.id ?? null,
stockVersion: bundle.stockVersion,
latestStockHash: routineDefaultsHash(bundle.routine, bundle.routine.triggers),
currentHash: routineHash,
bindingStockHash: routineBinding?.stockHash ?? null,
}), { routine, triggers, proposal }),
];
}
async function reconcileBundleResources(
agent: Agent,
definition: BuiltInAgentDefinition,
mode: "reconcile" | "reset",
resources?: Array<"instructions" | "skill" | "routine">,
actor?: AuthorizationActor,
) {
if (!definition.bundle) return [];
const selected = new Set(resources ?? ["instructions", "skill", "routine"]);
const existingStates = await bundleResourceStates(agent.companyId, definition, agent);
const byKind = new Map(existingStates.map((state) => [state.resourceKind, state]));
const instruction = selected.has("instructions")
? await materializeInstructions(agent, definition, mode, actor)
: byKind.get("instructions")!;
const refreshedAgent = await agentSvc.getById(agent.id) as Agent | null;
if (!refreshedAgent) throw notFound("Built-in agent not found");
const skill = selected.has("skill")
? await materializeSkill(refreshedAgent, definition, mode)
: byKind.get("skill")!;
const refreshedAfterSkill = await agentSvc.getById(agent.id) as Agent | null;
if (!refreshedAfterSkill) throw notFound("Built-in agent not found");
const routine = selected.has("routine")
? await materializeRoutine(refreshedAfterSkill, definition, mode)
: byKind.get("routine")!;
return [instruction, skill, routine];
}
async function ensureCompany(companyId: string) {
const company = await db
.select({
id: companies.id,
requireBoardApprovalForNewAgents: companies.requireBoardApprovalForNewAgents,
})
.from(companies)
.where(eq(companies.id, companyId))
.then((rows) => rows[0] ?? null);
if (!company) throw notFound("Company not found");
return company;
}
async function findMarkedRows(companyId: string, key: string) {
const rows = await db
.select()
.from(agents)
.where(and(eq(agents.companyId, companyId), ne(agents.status, "terminated")));
return rows
.filter((row) => rowIsBuiltInAgent(row, key))
.sort((left, right) => left.createdAt.getTime() - right.createdAt.getTime() || left.id.localeCompare(right.id));
}
// Self-heal duplicate built-in agents. `findMarkedRows` already sorts oldest
// first, so the first row is authoritative: keep it, terminate the rest, and
// cancel each duplicate's orphan pending hire_agent approval. Idempotent, so
// concurrent callers converge on the same surviving row.
async function resolveDuplicateMarkedRows(
companyId: string,
definition: BuiltInAgentDefinition,
markedRows: Array<typeof agents.$inferSelect>,
) {
const [keep, ...duplicates] = markedRows;
for (const duplicate of duplicates) {
const openApproval = await approvalSvc.findOpenHireApprovalForAgent(companyId, duplicate.id);
await agentSvcLifecycle.terminateAgent(duplicate.id);
if (openApproval) {
await approvalSvc.cancel(
openApproval.id,
`Cancelled: duplicate built-in ${definition.key} agent resolved during reconciliation.`,
);
}
await logActivity(db, {
companyId,
actorType: "system",
actorId: "built-in-agents",
action: "built_in_agent.duplicate_resolved",
entityType: "agent",
entityId: duplicate.id,
details: {
key: definition.key,
keptAgentId: keep!.id,
terminatedAgentId: duplicate.id,
cancelledApprovalId: openApproval?.id ?? null,
},
});
}
return keep!;
}
async function findSingleAgent(companyId: string, definition: BuiltInAgentDefinition) {
const markedRows = await findMarkedRows(companyId, definition.key);
if (markedRows.length === 0) return null;
const survivor = markedRows.length > 1
? await resolveDuplicateMarkedRows(companyId, definition, markedRows)
: markedRows[0]!;
const agent = await agentSvc.getById(survivor.id);
return agent as Agent | null;
}
async function state(
definition: BuiltInAgentDefinition,
agent: Agent | null,
resources?: BuiltInManagedResourceState[],
): Promise<BuiltInAgentState> {
return {
definition,
status: deriveBuiltInAgentStatus(agent),
agentId: agent?.id ?? null,
agent,
pauseReason: agent?.pauseReason ?? null,
resources: resources ?? await bundleResourceStates(agent?.companyId ?? "", definition, agent),
};
}
async function get(companyId: string, key: string) {
const definition = requireBuiltInAgentDefinition(key);
await ensureCompany(companyId);
return state(definition, await findSingleAgent(companyId, definition));
}
async function ensure(
companyId: string,
key: string,
input: BuiltInAgentProvisionInput = {},
options: { isRaceRetry?: boolean; createdByUserId?: string | null } = {},
) {
const definition = requireBuiltInAgentDefinition(key);
await ensureCompany(companyId);
const existing = await findSingleAgent(companyId, definition);
const existingPendingApproval = existing?.status === "pending_approval";
const preserveExistingAdapter = Boolean(
existing
&& !existingPendingApproval
&& input.adapterType === undefined
&& input.adapterConfig === undefined
&& input.runner === undefined,
);
const resolvedInput = existingPendingApproval || preserveExistingAdapter
? input
: existing && input.runner !== undefined && input.adapterType === undefined && input.adapterConfig === undefined
? { ...input, adapterType: existing.adapterType, adapterConfig: existing.adapterConfig }
: await defaultProvisionInput(companyId, definition, input);
if (!existingPendingApproval && !preserveExistingAdapter) {
await assertKnownBuiltInAgentModel(definition, resolvedInput);
}
if (existing) {
const patch: Partial<typeof agents.$inferInsert> = {
metadata: builtInMetadata(definition, existing.metadata),
};
if (
!existingPendingApproval
&& (resolvedInput.adapterType !== undefined || resolvedInput.adapterConfig !== undefined || resolvedInput.runner !== undefined)
) {
const adapterType = resolvedInput.adapterType ?? existing.adapterType;
const adapterConfig = resolvedInput.adapterConfig ?? existing.adapterConfig;
assertAdapterAllowed(definition, adapterType, adapterConfig);
const selectedHarness = agentHarnessType(adapterType, adapterConfig);
const sameQualifiedHarness = ["codex_local", "claude_local", "opencode_local", "pi_local"].includes(selectedHarness)
&& agentHarnessType(existing.adapterType, existing.adapterConfig) === selectedHarness;
const runner = resolvedInput.runner ?? (sameQualifiedHarness && existing.metadata?.paperclipBuiltInSetupRequired !== true
? agentRunner(existing.adapterType) : undefined);
const retainedNative = sameQualifiedHarness && runner === "paperclip" && existing.adapterType === "paperclip_runner";
const resolvedAdapterConfig = { ...adapterConfig };
if (retainedNative) {
for (const field of ["provider", "acpxAgent", "acpxMode"]) {
if (existing.adapterConfig[field] !== undefined) resolvedAdapterConfig[field] = existing.adapterConfig[field];
}
}
Object.assign(patch, runner !== undefined || existing.metadata?.paperclipBuiltInSetupRequired === true
? await resolveNewAgentRunnerForCompany(db, companyId, {
adapterType: retainedNative ? existing.adapterType : adapterType,
adapterConfig: resolvedAdapterConfig, runner,
defaultEnvironmentId: existing.defaultEnvironmentId,
})
: { adapterType, adapterConfig });
if (hasCompleteAdapterConfig(patch.adapterType ?? existing.adapterType, patch.adapterConfig ?? existing.adapterConfig)) {
patch.metadata = { ...patch.metadata, paperclipBuiltInSetupRequired: false };
}
}
if (!existingPendingApproval && resolvedInput.budgetMonthlyCents !== undefined) {
patch.budgetMonthlyCents = resolvedInput.budgetMonthlyCents;
}
if (
!existingPendingApproval
&& definition.defaultManager === "single_root_agent"
&& !existing.reportsTo
) {
const reportsTo = await findSingleRootManager(companyId);
if (reportsTo) patch.reportsTo = reportsTo;
}
const updated = await agentSvc.update(existing.id, patch, {
allowBuiltInAgentMetadata: true,
recordRevision: { source: "built-in-agent:ensure" },
});
if (!updated) throw notFound("Built-in agent not found");
if (existingPendingApproval) {
return state(definition, updated as Agent);
}
await ensureBuiltInAgentDefaultGrants(updated as Agent, definition);
const resources = await reconcileBundleResources(updated as Agent, definition, "reconcile");
return state(definition, await agentSvc.getById(existing.id) as Agent, resources);
}
const reportsTo = definition.defaultManager === "single_root_agent"
? await findSingleRootManager(companyId)
: null;
let created: Agent;
try {
created = await agentSvcLifecycle.requestHire(companyId, {
...definitionPatch(definition, resolvedInput),
status: definition.defaultStatus ?? "idle",
pauseReason: definition.defaultStatus === "paused"
? `Built-in ${definition.displayName} is disabled until explicitly configured.`
: null,
pausedAt: definition.defaultStatus === "paused" ? new Date() : null,
reportsTo,
metadata: {
...builtInMetadata(definition),
paperclipBuiltInSetupRequired: !hasCompleteAdapterConfig(
definitionPatch(definition, resolvedInput).adapterType,
definitionPatch(definition, resolvedInput).adapterConfig,
),
},
runtimeConfig: definition.defaultRuntimeConfig ?? {},
permissions: definition.defaultPermissions ?? {},
spentMonthlyCents: 0,
lastHeartbeatAt: null,
}, { allowBuiltInAgentMetadata: true, createdByUserId: options.createdByUserId ?? null }) as Agent;
} catch (error) {
// Lost the provisioning race: a concurrent writer inserted the row first
// and the partial unique index rejected ours. Re-run once; the winning
// row now exists, so we take the update path instead of inserting again.
if (!options.isRaceRetry && isBuiltInAgentMarkerConflict(error)) {
return ensure(companyId, key, input, { isRaceRetry: true, createdByUserId: options.createdByUserId });
}
throw error;
}
await logActivity(db, {
companyId,
actorType: "system",
actorId: "built-in-agents",
action: "built_in_agent.provisioned",
entityType: "agent",
entityId: created.id,
details: {
key: definition.key,
featureKeys: definition.featureKeys,
status: deriveBuiltInAgentStatus(created),
},
});
await ensureBuiltInAgentDefaultGrants(created, definition);
const resources = await reconcileBundleResources(created, definition, "reconcile");
return state(definition, await agentSvc.getById(created.id) as Agent, resources);
}
async function provision(
companyId: string,
key: string,
input: BuiltInAgentProvisionInput = {},
actor: BuiltInAgentProvisionActor = {},
): Promise<BuiltInAgentProvisionResult> {
const definition = requireBuiltInAgentDefinition(key);
const company = await ensureCompany(companyId);
if (!company.requireBoardApprovalForNewAgents) {
return { state: await ensure(companyId, key, input, { createdByUserId: actor.requestedByUserId ?? null }), approval: null };
}
await assertKnownBuiltInAgentModel(definition, input);
const existing = await findSingleAgent(companyId, definition);
if (existing) {
if (existing.status === "pending_approval") {
if (hasProvisionSetupInput(input)) {
throw conflict("Built-in agent setup is already pending board approval.", {
code: "built_in_agent_pending_approval",
key: definition.key,
agentId: existing.id,
});
}
const approval = await approvalSvc.findOpenHireApprovalForAgent(companyId, existing.id);
return {
state: await state(definition, existing),
approval: approval as Approval | null,
};
}
const providesAdapterSetup = input.adapterType !== undefined || input.adapterConfig !== undefined || input.runner !== undefined;
// A built-in row that has never completed adapter setup (incomplete
// config, i.e. `needs_setup`) is still first-time configuration, not a
// reconfiguration of a live agent. Its existence was already sanctioned
// when the row was created — e.g. the auto-provisioned Reflection Coach
// hire approval resolves (`activatePendingApproval`) to an idle row whose
// adapterConfig is still empty. Completing that setup applies directly, as
// it does when board approval is not required, instead of dead-ending on a
// fresh board-approval requirement the operator can never satisfy.
if (providesAdapterSetup && (existing.metadata?.paperclipBuiltInSetupRequired === true || !hasCompleteAdapterConfig(existing.adapterType, existing.adapterConfig))) {
return { state: await ensure(companyId, key, input), approval: null };
}
// Changing the adapter of an already-configured (`ready`/`paused`)
// built-in agent is a genuine reconfiguration and stays gated.
if (providesAdapterSetup) {
throw conflict("Built-in agent adapter changes require board approval before they can be applied.", {
code: "built_in_agent_reconfiguration_requires_approval",
key: definition.key,
agentId: existing.id,
});
}
return { state: await state(definition, existing), approval: null };
}
const reportsTo = definition.defaultManager === "single_root_agent"
? await findSingleRootManager(companyId)
: null;
let pending: Agent;
try {
pending = await agentSvcLifecycle.requestHire(companyId, {
...definitionPatch(definition, input),
status: "pending_approval",
reportsTo,
metadata: {
...builtInMetadata(definition),
paperclipBuiltInSetupRequired: !hasCompleteAdapterConfig(
definitionPatch(definition, input).adapterType,
definitionPatch(definition, input).adapterConfig,
),
},
runtimeConfig: definition.defaultRuntimeConfig ?? {},
permissions: definition.defaultPermissions ?? {},
spentMonthlyCents: 0,
lastHeartbeatAt: null,
}, { allowBuiltInAgentMetadata: true, createdByUserId: actor.requestedByUserId ?? null }) as Agent;
} catch (error) {
// Lost the provisioning race: a concurrent writer inserted the row (and
// its own hire approval) first, and the partial unique index rejected
// ours before we created a paired approval. Re-resolve to the winner and
// return its pending state + open approval instead of surfacing the 23505.
if (isBuiltInAgentMarkerConflict(error)) {
const winner = await findSingleAgent(companyId, definition);
if (winner) {
const winnerApproval = winner.status === "pending_approval"
? await approvalSvc.findOpenHireApprovalForAgent(companyId, winner.id)
: null;
return { state: await state(definition, winner), approval: winnerApproval as Approval | null };
}
}
throw error;
}
const approval = await approvalSvc.create(companyId, {
type: "hire_agent",
requestedByAgentId: actor.requestedByAgentId ?? null,
requestedByUserId: actor.requestedByUserId ?? null,
status: "pending",
payload: {
name: pending.name,
role: pending.role,
title: pending.title,
icon: pending.icon,
reportsTo: pending.reportsTo,
capabilities: pending.capabilities,
adapterType: pending.adapterType,
adapterConfig: pending.adapterConfig,
runtimeConfig: pending.runtimeConfig,
permissions: pending.permissions,
budgetMonthlyCents: pending.budgetMonthlyCents,
metadata: pending.metadata,
agentId: pending.id,
sourceBuiltInAgentKey: definition.key,
featureKeys: definition.featureKeys,
},
decisionNote: null,
decidedByUserId: null,
decidedAt: null,
updatedAt: new Date(),
}) as Approval;
return { state: await state(definition, pending), approval };
}
async function list(companyId: string) {
await ensureCompany(companyId);
return Promise.all(DEFINITIONS.map(async (definition) => state(definition, await findSingleAgent(companyId, definition))));
}
async function reconcileDefinitionDefaults(companyId: string, key: string) {
const definition = requireBuiltInAgentDefinition(key);
await ensureCompany(companyId);
const existing = await findSingleAgent(companyId, definition);
if (!existing) return state(definition, null);
const patch = {
name: definition.displayName,
role: definition.defaultRole,
title: definition.defaultTitle ?? null,
icon: definition.defaultIcon ?? null,
capabilities: definition.shortPurpose,
metadata: builtInMetadata(definition, existing.metadata),
};
const updated = await agentSvc.update(existing.id, patch, {
allowBuiltInAgentMetadata: true,
recordRevision: { source: "built-in-agent:reconcile-defaults" },
});
if (!updated) throw notFound("Built-in agent not found");
await ensureBuiltInAgentDefaultGrants(updated as Agent, definition);
return state(definition, updated as Agent);
}
async function reset(companyId: string, key: string, input: { resources?: Array<"agent" | "instructions" | "skill" | "routine"> } = {}, actor?: AuthorizationActor) {
const definition = requireBuiltInAgentDefinition(key);
const resetAgentDefaults = !input.resources || input.resources.includes("agent");
const current = resetAgentDefaults
? await reconcileDefinitionDefaults(companyId, key)
: await get(companyId, key);
if (!current.agent || !definition.bundle) return current;
const selectedBundleResources = input.resources?.filter(
(resource): resource is "instructions" | "skill" | "routine" => resource !== "agent",
);
const resources = await reconcileBundleResources(
current.agent,
definition,
"reset",
input.resources ? selectedBundleResources ?? [] : undefined,
actor,
);
return state(definition, await agentSvc.getById(current.agent.id) as Agent, resources);
}
async function setRoutineSchedule(
companyId: string,
key: string,
routineKey: string,
enabled: boolean,
actor: { agentId?: string | null; userId?: string | null; runId?: string | null } = {},
) {
const { definition, agent, routine, schedule } = await requireBundleRoutine(companyId, key, routineKey);
if (!schedule) throw notFound("Built-in routine schedule not found");
if (enabled) {
await ensureBuiltInAgentAssignable(agent);
await routineSvc.update(routine.id, { status: "active" }, actor);
await routineSvc.updateTrigger(schedule.id, { enabled: true }, actor);
} else {
await routineSvc.updateTrigger(schedule.id, { enabled: false }, actor);
await routineSvc.update(routine.id, { status: "paused" }, actor);
}
return state(definition, await agentSvc.getById(agent.id) as Agent);
}
async function runRoutine(
companyId: string,
key: string,
routineKey: string,
actor: { agentId?: string | null; userId?: string | null; runId?: string | null } = {},
) {
const { agent, routine } = await requireBundleRoutine(companyId, key, routineKey);
await ensureBuiltInAgentAssignable(agent);
return routineSvc.runRoutine(routine.id, { source: "manual" }, actor);
}
async function requireBuiltInAgent(companyId: string, key: string): Promise<RequiredBuiltInAgent> {
const current = await get(companyId, key);
if (!current.agent) throw builtInAgentNotConfiguredError(current);
if (current.status === "ready") {
return { definition: current.definition, agent: current.agent, warning: null };
}
if (current.status === "paused") {
return {
definition: current.definition,
agent: current.agent,
warning: {
code: "built_in_agent_paused",
key: current.definition.key,
agentId: current.agent.id,
message: `Built-in agent ${current.definition.key} is paused; scheduled/background work should be skipped.`,
pauseReason: current.pauseReason,
},
};
}
throw builtInAgentNotConfiguredError(current);
}
async function autoProvisionBundledAgents(companyId: string) {
const company = await ensureCompany(companyId);
let autoEnsured = 0;
let pendingApprovals = 0;
// A fresh company starts with only its own lead agent — the Reflection
// Coach and Summarizer are no longer auto-created for new users. They stay
// available to enable on demand (via ensure / provision / the built-in
// bundle panel). We still reconcile any bundled agent that already exists
// (e.g. one an operator enabled) so its instructions/skill/routine keep
// tracking stock. Add a key to AUTO_PROVISION_ON_COMPANY_CREATE_KEYS to
// restore automatic creation for that definition.
for (const definition of DEFINITIONS.filter((entry) => entry.bundle)) {
const existing = await findSingleAgent(companyId, definition);
const shouldProvision = existing !== null || AUTO_PROVISION_ON_COMPANY_CREATE_KEYS.has(definition.key);
if (!shouldProvision) continue;
if (company.requireBoardApprovalForNewAgents) {
const result = await provision(companyId, definition.key);
if (result.approval) pendingApprovals += 1;
} else {
await ensure(companyId, definition.key);
}
autoEnsured += 1;
}
const defaultGrantsEnsured = await ensureCompanyDefaultAgentGrants(companyId);
return { autoEnsured, pendingApprovals, defaultGrantsEnsured };
}
return {
definitions: listBuiltInAgentDefinitions,
get,
ensure,
provision,
list,
reset,
enableRoutineSchedule: (
companyId: string,
key: string,
routineKey: string,
actor?: { agentId?: string | null; userId?: string | null; runId?: string | null },
) => setRoutineSchedule(companyId, key, routineKey, true, actor),
disableRoutineSchedule: (
companyId: string,
key: string,
routineKey: string,
actor?: { agentId?: string | null; userId?: string | null; runId?: string | null },
) => setRoutineSchedule(companyId, key, routineKey, false, actor),
runRoutine,
requireBuiltInAgent,
autoProvisionBundledAgents,
ensureCompanyDefaultAgentGrants,
reconcileDefinitionDefaults,
};
}
export async function reconcileBuiltInAgentsOnStartup(db: Db) {
const svc = builtInAgentService(db);
const companyRows = await db
.select({ id: companies.id })
.from(companies);
let autoEnsured = 0;
let pendingApprovals = 0;
let defaultGrantsEnsured = 0;
// Isolate per-company failures so one bad company (e.g. an unresolvable data
// problem) can no longer abort reconciliation for every company after it.
let companyFailures = 0;
for (const company of companyRows) {
try {
const result = await svc.autoProvisionBundledAgents(company.id);
autoEnsured += result.autoEnsured;
pendingApprovals += result.pendingApprovals;
defaultGrantsEnsured += result.defaultGrantsEnsured;
} catch (err) {
companyFailures += 1;
console.error(
`built-in agent auto-provisioning failed for company ${company.id}; continuing with remaining companies`,
err,
);
}
}
const rows = await db
.select({
companyId: agents.companyId,
metadata: agents.metadata,
status: agents.status,
})
.from(agents)
.where(ne(agents.status, "terminated"));
const seen = new Set<string>();
let scanned = 0;
let reconciled = 0;
let unknown = 0;
let duplicates = 0;
for (const row of rows) {
const marker = readBuiltInAgentMarker(row.metadata);
if (!marker) continue;
scanned += 1;
if (!getBuiltInAgentDefinition(marker.key)) {
unknown += 1;
continue;
}
const instanceKey = `${row.companyId}:${marker.key}`;
if (seen.has(instanceKey)) {
duplicates += 1;
continue;
}
seen.add(instanceKey);
try {
await svc.reconcileDefinitionDefaults(row.companyId, marker.key);
reconciled += 1;
} catch (err) {
companyFailures += 1;
console.error(
`built-in agent default reconciliation failed for company ${row.companyId} key ${marker.key}; continuing`,
err,
);
}
}
return { scanned, reconciled, unknown, duplicates, autoEnsured, pendingApprovals, defaultGrantsEnsured, companyFailures };
}