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PaperClipAI/doc/plans/2026-10-28-task-privacy-query.md
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DottaandPaperclip a30194e008 perf: avoid company scans in task privacy ancestry (#18024)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task reads use one shared privacy predicate for detail, list, badge,
and derived access.
> - Its recursive parent join can scan all tasks for each frontier,
including tasks with no parent.
> - A 1,200-task local reproduction inspects 1,440,000 recursive task
rows without finding any parent.
> - Each task has at most one same-company parent, so the query can
probe that parent directly.
> - This pull request exposes that single-parent contract to the planner
and keeps the existing access rules.
> - The result removes repeated scans and avoids JIT in the measured
large callers.

## Linked Issues or Issue Description

Refs #14718 and #17973. I searched public issues and open/closed PRs for
privacy ancestry and privacy performance work. No competing open fix was
found.

**What happened?**

Task privacy checks repeat company task scans and private-project checks
during list and unread badge reads. The recursive join may do this work
even when every parent is NULL.

**Expected behavior**

Read each actual same-company parent through the existing unique task
index. Preserve current grants, project membership, user intersections,
cycle termination, and visibility before pagination.

**Steps to reproduce**

Run `authorization-privacy-query.test.ts` against the pre-fix query. The
semantic ID check passes. Its plan-work assertion fails at 1,440,000
rows against a 3,600-row bound. The same test passes after this change.

**Paperclip version or commit**

Measured baseline `8279c990080b15abdcd9981f5793290fab37f9ad`. The branch
was replayed onto `71b448b9cb841e6fa18fe883585430c5081245da`. Both have
identical pre-fix authorization, issue-service and participation-helper
sources. Treatment source SHA-256 is
`a99faf974070a35f2786c92407e023c668c1f7b99b6604f6281c89bce089b1a8`.

**Deployment mode**

Source checkout, isolated local PostgreSQL 17.11 on ARM64 Linux. No
hosted write, migration, merge, or deployment was performed.

## What Changed

- Skip NULL privacy parents. Use a lateral lookup for the exact
same-company parent through existing indexes.
- Keep `UNION` cycle detection and every existing principal, grant,
private-project and membership expression. Both `LIMIT 1` clauses are
redundant: one anchor and one unique parent give at most one row per
recursive generation. The query still follows a complete deep chain.
- Cover open ancestors inside private projects, including current
project visibility and ancestor grant revocation. Place the benchmark
under `server/scripts/` with ordinary package imports.
- Add real PostgreSQL regressions and a pinned-baseline benchmark for
complete badge/list calls. Keep all 36 measured cells, ranges, neutral
paths, failed experiments, and the single-chain proof in [the query
proof](https://github.com/paperclipai/paperclip/blob/codex/perf-task-privacy-ancestry/doc/plans/2026-10-28-task-privacy-query.md).

## Verification

Local warm full-service medians, with two warmups and five alternating
measured calls per arm:

| Scoped caller | Baseline | Treatment | Ratio |
| --- | --- | --- | --- |
| Dense badge, default JIT | 645.33 ms | 77.11 ms | 8.37x |
| Dense list, default JIT | 214.77 ms | 29.87 ms | 7.19x |
| Sparse list, default JIT | 117.92 ms | 13.22 ms | 8.92x |
| Dense list, JIT off | 55.69 ms | 30.62 ms | 1.82x |
| Sparse list, JIT off | 16.61 ms | 15.12 ms | 1.10x |

All 36 cases match every positional SQL field and row order across all
captured queries. Complete final badge IDs and list objects also match.
Both badge phases and ordinary list enrichment remain in the measured
caller. Dense/sparse fixtures have 1,200 tasks, 300,000 activity rows
and 24,000 comments, with wide random content. Small, unrestricted,
private fan-out, 64-level ancestry, cycle, and JIT on/off controls are
included.

The dense ranking plan reduces recursive task and project work from
720,000 visits each to zero. Its cost estimate falls from 103,000.61 to
20,458.73 and JIT disappears. Separate EXPLAIN execution falls from
524.04 to 34.34 ms. The dense JIT-off main list statement falls from
29.52 to 1.89 ms; remaining service work limits the full-call gain.

**Retained failed goals:** `--assert-performance --max-dense-ms=60`
exited 1. The original 60 ms dense badge goal remains unmet at 77.11 ms.
Four full-service cases also miss the exploratory blanket 2x goal. These
criteria remain in the harness and are not counted as green. The
delivered optimization is proved by the deterministic query-work
red/green test and complete result equality.

Small and unrestricted controls meet their original 25% or 2 ms
allowance. All 12 unrestricted cells use byte-identical SQL and
parameters in both arms; their overlapping timing variation is
neutral/inconclusive. Modest slower scoped controls are retained,
including small JIT-off list 16.18→18.78 ms and cycle JIT-off list
14.78→16.29 ms. There is no claim that all paths improve.

- Final head `328078f494d6ec585936fb75a9410ad39eefd099`: full CI passes
(55 success, 1 neutral, 2 skipped); fresh Greptile is 5/5 with zero
unresolved review threads. The optional Paperclip Review ended neutral
because its worker stopped; its earlier two specific recommendations are
both addressed below.
- Final-runtime focused Docker PostgreSQL run: **44/44 tests passed**
across ancestry work, production privacy, unread badge, and creation
visibility suites. Includes fresh revocation, private projects, grant
direction, three-principal agent intersections, cycles, deep
inheritance, foreign-company parents, and access before LIMIT.
- `pnpm -r typecheck` and `pnpm build`: passed before replay. The real
PostgreSQL ancestry suite passed after replay (5/5 tests, 17.44
seconds). The added private-project ancestor case then passed in the
six-test suite (43.04 seconds). Database and server typechecks and
builds passed after replay; review follow-ups change tests and benchmark
location only. A small relocated-command smoke preserves byte-identical
generated SQL and complete result comparisons.
- `pnpm test:run`: attempted, then stopped with exit 143 after 16 native
database bootstrap failures in 940 executor cases. An independent empty
native `initdb` fails with `semget` semaphore exhaustion before
application SQL. This local full suite is incomplete, not passed. All 16
affected cases then passed on real PostgreSQL 17 Docker in 155.04
seconds (924 other cases were intentionally filtered out).
- An earlier focused command passed 35 tests but skipped eight after a
20-second database setup timeout. The later 44/44 pass resolves that
coverage gap; the failed command is retained.
- The first CI e2e shard attempt completed functional split-handoff
assertions, then cleanup run cancellation hit a one-second row-lock
timeout. The unchanged local-trusted cleanup path does not use the
changed privacy predicate. A single same-head job retry passed. The
original failure is retained.
- The first lateral-only draft removed scans but raised estimated
ancestry rows from 11 to 101 and retained JIT. The per-generation fence
fixes that estimate. No failed attempt was discarded.

Reproduce the measured caller pair:

```sh
pnpm --filter @paperclipai/server exec tsx scripts/benchmark-task-privacy.ts \
  --baseline-ref=71b448b9cb841e6fa18fe883585430c5081245da \
  --evidence-dir=/tmp/task-privacy-proof
```

The full matrix takes about 107 seconds locally, including 8 seconds of
setup. Capture and EXPLAIN run outside ordinary timing samples. Only the
old authorization module changes between arms; caller source and all
relevant query helpers remain constant. Hosted request latency remains
unverified.

## Risks

- The per-generation bound depends on the single anchor and unique
scalar parent contract. A future multi-parent model must revise this
query and its deep/cycle tests.
- Tiny tables can still use a cheap sequential lookup for a real parent.
The guard prevents broad scans for absent parents; it does not force
index use everywhere.
- The 60 ms badge goal and blanket full-service 2x goal remain failed.
Unchanged enrichment, application work and local variation remain
visible in the measurements.
- This changes shared read authorization SQL. No permissions are cached,
no authorization moves after LIMIT, and no schema or startup change is
included.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, local code execution and
real PostgreSQL profiling. The exact model ID and context-window size
are not exposed by this session. No more specific ID or window size is
claimed.

## 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>
2026-10-28 16:11:01 -05:00

14 KiB
Raw Blame History

Task privacy ancestry query proof

The shared task privacy predicate belongs to authorization.ts. Detail reads, list/search/count filters, unread badge phases, and derived authorization all use this predicate. This change preserves that owner and the current access rules.

Cause and change

Measured baseline commit: 8279c990080b15abdcd9981f5793290fab37f9ad. The branch was later replayed onto 71b448b9cb841e6fa18fe883585430c5081245da. Both commits have byte-identical pre-fix authorization, issue-service and participation-helper sources. The reproduction command uses the newer equivalent pre-fix baseline so unrelated upstream voice-schema changes stay constant in both arms. The measured source hashes below are unchanged by that replay. The previous recursive join can scan every company task and check its project for each privacy frontier. In the 1,200-open-task regression this reads 1,440,000 task rows even though every parent is NULL. The semantic ID assertion passes; the deterministic work assertion fails at the unchanged baseline.

The replacement skips NULL parent frontiers and reads the exact same-company parent through a correlated lateral lookup. The existing unique task ID and company/ID index support the lookup. No schema or migration change is needed.

Both LIMIT 1 clauses are redundant under the current schema and anchor:

  1. The anchor selects at most one row by the outer task's ID and company.
  2. Each task has one scalar privacy parent ID. That ID selects at most one same-company parent. The lateral limit prevents the planner from replacing the parameterized lookup with a company-wide hash scan.
  3. Inductively, each recursive generation has at most one row. The recursive-arm limit exposes this fact to the planner. It does not limit chain depth.
  4. UNION still removes visited rows and terminates cycles. An open parent outside a private project still stops traversal at the same place.

A first lateral-only draft removed repeated scans but raised estimated ancestry rows from 11 to 101. This retained JIT compilation in the representative callers. The per-generation cardinality fence addresses that estimate. Tiny tables can still use a cheap sequential lookup for a real parent. The work guard prevents company scans for absent parents; it does not force every small-table index plan.

Implicit principals, live task grants, private project membership, responsible user and external authorizer intersections, and company membership checks use the same expressions. There is no cached permission result or visibility check moved after pagination.

Local proof and reproduction

Run the real service benchmark with a pinned source baseline:

pnpm --filter @paperclipai/server exec tsx scripts/benchmark-task-privacy.ts \
  --baseline-ref=71b448b9cb841e6fa18fe883585430c5081245da \
  --evidence-dir=/tmp/task-privacy-proof

It uses disposable embedded PostgreSQL by default. An explicit PRIVACY_BENCHMARK_ADMIN_URL selects an isolated loopback PostgreSQL server. The harness creates and removes only its own privacy_ancestry_* database.

Adding --assert-performance --max-dense-ms=60 reproduces the retained failed stretch-goal command. It must not be used as evidence of a green performance gate.

The harness loads old authorization.ts from Git, rewrites only its relative imports, and uses the unchanged real issueService for both arms. It rejects unisolated runtime dependency changes. Both arms use one identical database, index set, user, task IDs, clock inputs and session settings. It records source hashes, baseline revision, PostgreSQL and dependency versions, settings, and fixture sizes.

Ordinary service timings exclude SQL capture, assertions, and EXPLAIN. Each case has two warmups and five measured calls per arm in alternating order. Capture runs afterwards. Every positional SQL field and row order must match across all captured queries. The entire final badge output and list objects must also match. The badge runs both ranking and unread phases. The list includes its ordinary post-query enrichment. These are local service measurements, not HTTP latency.

The matrix includes small, dense and sparse participation with JIT on/off, plus 64-level private ancestry, 1,200-task private fan-out, and a 32-task cycle. Dense and sparse fixtures contain 1,200 tasks, 60,000 task activity rows, 240,000 unrelated run activity rows, and 24,000 comments. Their activity/comment payloads use 4 KiB Base64 text from 3 KiB of random bytes per value. Half of personal participation comes from the creator and half from user activity. The dense fixture has 1,200 personal tasks; sparse has 12. Controls also omit the privacy predicate entirely.

Acceptance was set before the final run: no recursive task reads for absent parents, at least 2x gain on representative scoped dense/sparse callers, complete output equality, and small/open controls within 25% or 2 ms. The original 60 ms dense scoped badge target is a separate explicit check. It is not treated as passed without the final measured result.

Correctness and failures retained

The dedicated real PostgreSQL tests cover NULL parents, child-to-descendant grant flow, sibling/ancestor denial, revocation, a 64-level root-only grant, cycles, public traversal barriers, foreign-company parent pointers, all three agent/user principals, inactive user membership, private project membership, and access checks before list pagination. Existing production privacy, creation visibility, and unread badge tests exercise the shared consumers and HTTP routes.

The first baseline work test failed as intended: 1,440,000 rows against the 3,600 bound, after semantic equality passed. A wrong relative-path edit then reran the old query; that failed command is retained and is not a treatment pass.

The first four-suite lateral-only run passed 35 tests, but eight creation tests did not run because their real database setup exceeded its 20-second hook limit. That command failed. Final-runtime checks and the normal CI result are recorded separately below. Exploratory service times collected during other builds are retained as diagnostics and are not the published final benchmark.

Feedback loop

The first deterministic red command took 24.31 seconds including PostgreSQL setup and the plan assertion. The baseline dense caller capture took 89.81 seconds including 11.96 seconds of database setup. The first lateral-only dense comparison took 93.37 seconds including 12.22 seconds of setup. The small cardinality smoke kept the next query experiment narrow. A reserved quiet slot is required for the final published measurements; other agents pause builds, tests and seeds during that slot.

Final measured result

The full matrix completed in 107.20 seconds, including 8.22 seconds of database setup. Other agents paused builds, tests and seeds. PostgreSQL was 17.11 on ARM64 Linux with 128MB shared buffers, 4MB work memory, default 100,000 JIT threshold and 500,000 full-optimization thresholds. Node was v26.4.0, postgres.js 3.4.9, and Drizzle 0.45.2.

All 36 cells passed complete positional SQL and final service output/order comparison. All absent-parent recursive arms read zero task rows. The deterministic work regression is green.

The combined strict benchmark command exited 1. The 60ms dense scoped badge goal remains unmet at 77.11ms. Four full-service cells also miss the predeclared2x goal: dense JIT-off list 1.82x, sparse JIT-on/off badges 1.60x/1.71x, and sparse JIT-off list 1.10x. These criteria remain in the harness and are not reported as passed. The deliverable is the independently proven query-work optimization with preserved results.

Warm ordinary full-service timings below are milliseconds, median(min–max), with five measured calls per arm after two warmups. The list page limit is 100.

Fixture Scope JIT Caller Baseline Treatment Ratio
small scoped on badge 6.54 (5.27–7.60) 5.74 (5.53–7.01) 1.14x
small scoped on list 13.24 (11.67–15.46) 12.06 (10.57–14.84) 1.10x
small scoped off badge 10.02 (8.09–11.62) 9.26 (6.91–11.89) 1.08x
small scoped off list 16.18 (14.36–17.22) 18.78 (13.23–22.03) 0.86x
small unrestricted on badge 6.53 (5.51–7.56) 6.93 (5.96–7.90) 0.94x
small unrestricted on list 16.59 (15.28–17.60) 19.02 (14.90–20.94) 0.87x
small unrestricted off badge 5.01 (4.99–6.70) 6.49 (5.20–7.38) 0.77x
small unrestricted off list 12.43 (10.19–17.69) 11.54 (10.66–12.70) 1.08x
dense scoped on badge 645.33 (607.50–1184.54) 77.11 (54.52–121.13) 8.37x
dense scoped on list 214.77 (186.22–264.03) 29.87 (24.21–33.64) 7.19x
dense scoped off badge 427.80 (323.86–452.47) 59.91 (55.82–75.45) 7.14x
dense scoped off list 55.69 (54.20–66.11) 30.62 (29.64–37.22) 1.82x
dense unrestricted on badge 41.05 (34.52–42.89) 40.30 (36.24–42.94) 1.02x
dense unrestricted on list 34.99 (28.71–92.45) 43.25 (29.16–83.33) 0.81x
dense unrestricted off badge 39.27 (37.17–50.13) 42.41 (35.10–43.88) 0.93x
dense unrestricted off list 30.33 (28.02–55.84) 28.33 (27.35–44.69) 1.07x
sparse scoped on badge 10.98 (10.11–11.67) 6.84 (6.08–8.13) 1.60x
sparse scoped on list 117.92 (114.43–127.75) 13.22 (12.97–18.58) 8.92x
sparse scoped off badge 10.77 (10.59–10.91) 6.30 (5.76–6.51) 1.71x
sparse scoped off list 16.61 (15.68–16.97) 15.12 (12.08–16.08) 1.10x
sparse unrestricted on badge 5.57 (5.12–7.80) 6.81 (5.40–8.29) 0.82x
sparse unrestricted on list 12.70 (11.74–15.09) 13.19 (11.27–14.80) 0.96x
sparse unrestricted off badge 6.11 (5.15–7.44) 6.74 (6.58–6.96) 0.91x
sparse unrestricted off list 15.79 (13.76–17.04) 14.55 (12.96–16.51) 1.09x
deep scoped on badge 7.78 (6.82–8.55) 7.24 (6.72–8.35) 1.07x
deep scoped on list 14.64 (13.10–15.62) 14.50 (13.24–16.47) 1.01x
deep scoped off badge 7.66 (6.76–8.50) 7.12 (6.30–7.87) 1.08x
deep scoped off list 16.06 (14.11–18.64) 16.22 (14.04–17.86) 0.99x
fanout scoped on badge 134.75 (120.71–163.75) 19.76 (17.04–22.47) 6.82x
fanout scoped on list 140.22 (133.39–149.43) 18.03 (16.14–32.12) 7.78x
fanout scoped off badge 16.68 (16.33–18.35) 17.81 (16.99–18.59) 0.94x
fanout scoped off list 19.95 (17.12–22.53) 21.19 (16.64–57.80) 0.94x
cycle scoped on badge 9.26 (7.75–10.56) 8.46 (7.82–8.79) 1.09x
cycle scoped on list 15.01 (13.85–16.24) 15.72 (13.81–16.45) 0.95x
cycle scoped off badge 7.17 (6.87–8.04) 7.09 (6.61–8.29) 1.01x
cycle scoped off list 14.78 (12.63–18.77) 16.29 (13.92–17.36) 0.91x

Every small and unrestricted control stays within the original 25% or 2ms allowance. Their overlapping spreads and identical unrestricted SQL make these controls neutral. The dense unrestricted JIT-on list median rose 8.26ms, with wide overlapping 28.71–92.45ms and 29.16–83.33ms ranges; this is not a measured query change. The small scoped JIT-off list median rises 16.18→18.78 ms. Fan-out JIT-off service medians rise about 1.1–1.2 ms; the cycle JIT-off list rises 14.78→16.29 ms. These modest, overlapping controls are neutral/inconclusive. There is no claim that all paths improve.

In the dense JIT-on ranking plan, recursive task inspections fall 720,000→0 and recursive project probes fall 720,000→0. Estimated statement cost falls 103,000.61→20,458.73. The captured EXPLAIN execution falls 524.04→34.34ms and JIT 110.12ms→none. The dense JIT-off list statement EXPLAIN falls 29.52→1.89ms, while the complete service falls 55.69→30.62ms because the remaining enrichment and application work stays intact. EXPLAIN figures are separate diagnostic executions, not median SQL samples.

The first lateral-only draft estimated 101 ancestry rows. The final arm estimates 11, matching the one-node-per-generation contract. Both badge phases and all list enrichment statements are retained. This proves no hosted latency, CPU-capacity, or rollout claim. The local serial service savings are 568.22ms for the dense default-JIT badge and 184.89ms for the list. Request latency can recover only the affected serial work on its actual critical path; there is no correlated hosted request proof here.

Measured production source SHA-256: a99faf974070a35f2786c92407e023c668c1f7b99b6604f6281c89bce089b1a8. Baseline and treatment share the same index catalog, database, issues.ts hash 702674a98b82579078e9b4516e4a61c2043199fd89c1c2eb24c20d48cb3f8dde, and participation-helper hash 9260d27bb3653aaaff6052cfc57a5877ed55069ee9cc7906458939899cd26173.

Verification status

The final-runtime focused PostgreSQL 17 run passed 44/44 tests across the dedicated work/ancestry suite, production privacy review, unread badge, and creation visibility suites in 70.44 seconds. This resolves the earlier skipped creation suite without discarding its 20-second setup failure. The scratch provider replaces only the native PostgreSQL process; normal repository database creation, migrations, clients, SQL and cleanup remain real. It is not part of this change.

Workspace typecheck and full build passed before replay. The full local pnpm test:run attempt completed 940 native executor cases with 16 database bootstrap failures, then was stopped with exit 143. An independent empty native initdb failed with semget semaphore exhaustion before Paperclip schema or SQL ran. This is a failed/incomplete local full-suite result, not a pass. A focused Docker PostgreSQL retry and exact-head CI results are recorded in the PR.

Review follow-up

The review requested a direct test of project-based ancestry. The added case uses a private child, an open parent in a private project, and a grant on the private grandparent. It checks access, changes the parent project to open and back, and revokes the ancestor grant. The six-test ancestry suite passes.

The benchmark now lives in server/scripts/ and imports sql from the package name. A small real-PostgreSQL smoke verifies the relocated command. Runtime and query-owner source hashes stay unchanged, so the original 36-case measurements and the retained failed stretch goals still apply.