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PaperClipAI/doc
Devin FoleyandPaperclip 5a7e740d82 fix: validate managed AI accounts before verification allocation (#17384)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A saved agent must pass execution configuration checks before it can
run.
> - Managed AI account selection belongs to the existing company-scoped
account service.
> - Verification allocated its execution environment before it checked
that account.
> - A missing default or revoked account could create a sandbox on each
retry.
> - This pull request checks account selection before allocation and
keeps the final check.
> - Invalid account settings now fail before they cause avoidable
provider work.

## Linked Issues or Issue Description

**What happened?**

Saved-agent lifecycle verification allocates a test execution target
before `withManagedAiProbe` selects the managed AI account. An
unavailable account can cause sandbox creation and cleanup on every
retry.

**Expected behavior**

Check account compatibility, responsible-user access, default selection,
grant health and agent eligibility before target allocation. Check
current account access again before the real probe.

**Steps to reproduce**

1. Configure a saved OpenCode agent with an OpenRouter personal-default
binding.
2. Leave that user's OpenRouter default empty, or revoke the selected
grant.
3. Let lifecycle verification use a sandbox execution environment.
4. Before this change, verification can allocate the target and then
reject the account. After this change, account selection rejects the
configuration before allocation.

**Paperclip version or commit**

Source baseline `b5bf86ea09042a864b60910f80c8fdf7e64e9ef0`.

**Deployment mode**

Server with Postgres and a remote execution environment. Tests use
disposable local Postgres and a controlled target allocation boundary.

Searched public PRs and issues for verification, connection preflight,
probes and lifecycle work. No duplicate fix found. Related public issue
#16128 concerns credential probing and reauthorization. This change does
not alter reauthorization or credential refresh.

## What Changed

- Call the existing managed account selector with the resolved adapter
and model before allocating a verification execution target.
- Keep router resolution, secret handling, final account selection and
target release with their existing owners.
- Add six Postgres tests and document the saved-agent ordering contract.

## Verification

- Focused verification suites: 30 tests passed across two files.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- Full PR CI passed on `ddc0879d46b60310c533e6d3c4b8acdd178d979c`: 54
successful checks and two expected skips. [Workflow
evidence](https://github.com/paperclipai/paperclip/actions/runs/40033261909).
This includes typecheck, tests, build and browser checks.
- Apex review: 5/5 on that exact head, clean check, no comments or
unresolved threads. Merge state is clean.
- Additional local `pnpm test:run` is still running. The complete local
suite is not yet a pass claim.
- The first focused run passed the missing-default case but failed five
setup hooks because fixtures reused a unique company prefix. Each
fixture now has a distinct prefix. The complete focused rerun passed.
- Tests use real account selection, memberships, grants, personal
defaults, encrypted fixture credentials and managed runtime preparation.
Only execution-target allocation and the provider probe are controlled
boundaries. No live provider request is required.
- Tests prove that missing defaults, revoked grants and incompatible
models do not allocate a target. A valid account still reaches the
managed probe. Revocation during allocation still fails the final
account check and releases the target. Probe failure also releases it.
- `git diff --check`: passed. Reviewed the diff for secrets and private
account data before push.
- No hosted login or production deployment is claimed for this
follow-up.

## Risks

- Adds one read-only account selection to each managed saved-agent
verification attempt. The selector can read company accounts and grants.
It makes no provider request and creates no execution target.
- Final selection stays fresh. A successful preflight does not reserve
an account or cache authorization.
- Missing configuration still follows the existing durable lifecycle
retry schedule. This change prevents needless allocation; it does not
remove those database retries.
- No schema, scheduler, provider-account choice, capacity or public API
changes.

## Model Used

OpenAI Codex, GPT-6 family. The exact deployment model ID and context
window are not exposed in this session. Used reasoning, repository tools
and code execution.

## 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>
2026-10-23 16:31:18 -07:00
..
2026-02-16 14:25:00 -06:00