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PaperClipAI/doc
DottaandPaperclip 5d8d9bf83e fix: share native lifecycle policy with instruction checkpoints (#19230)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Warm native Codex turns save registered agent files at each turn
boundary.
> - Native execution can inherit warm mode from the agent when the
environment has no explicit policy.
> - File preparation checked only the environment policy and could miss
that inheritance.
> - The new copy then had no warm checkpoint callback, even though the
native session stayed warm.
> - This pull request resolves one admitted policy before both owners
use it.
> - The benefit is a terminal file checkpoint under the selected
lifecycle, with the existing ownership and permission fences.

## Linked Issues or Issue Description

Refs #14735 and #19225. The first defines warm file checkpoints. The
second retains coordinator ownership while cleanup joins. This change
fixes the earlier lifecycle selection mismatch.

**What happened?**

With no explicit environment policy and an agent warm default, native
selection chose warm mode with a 900,000 ms idle window. Actual file
preparation registered an agent_files copy without its warm flag or
checkpoint callback. An unchanged turn could have no save marker. Later
retirement of a retained lease could reach the stopped-file retrieval
guard and preserve pending collection debt.

**Expected behavior**

File preparation and native execution use the same admitted lifecycle
policy. Warm native Codex copies receive their terminal checkpoint
callback. Explicit per-turn overrides and pinned admissions keep their
existing precedence. A pending historical copy does not become saved
because policy resolution changed.

**Steps to reproduce**

1. Configure a native Codex agent with a warm default and a reusable
sandbox without an explicit runner lifecycle policy.
2. Prepare its managed agent-file copy through the normal instruction
owner.
3. Select native execution through the normal runtime owner.
4. Compare the selected warm policy with the copy's missing warm flag
and checkpoint callback.

**Paperclip version or commit**

Base: `3a090b815b`. The owning policy code also exists on its parent
revision.

**Deployment mode**

Native Codex with registered agent files and a reusable sandbox that
inherits its lifecycle policy.

## What Changed

- Move the existing lifecycle precedence and backend gates into a narrow
shared resolver.
- Resolve one value before instruction preparation and pass it into
runtime selection.
- Select warm file ownership from that value and the existing file
capability gate.
- Add real-Postgres unchanged and changed terminal checkpoint cases,
policy precedence cases and updated preparation coverage.
- Exercise the same resolve, timed preparation and runtime-selection
orchestration used by heartbeat; preserve preparation error identity and
skip selection on preparation failure.
- Document new-admission overrides and pinned-policy behavior.

## Verification

- Red: actual preparation and runtime-selection producers disagree. The
selected native mode is warm, but the real persisted copy has no warm
flag. The fixture uses real PostgreSQL, managed-root authorization and a
synthetic loopback transport.
- Green: 85 owner tests pass. They include actual unchanged and changed
terminal checkpoints plus 19 lifecycle hierarchy/capability cases.
Changed synthetic bytes reach canonical storage with a saved receipt;
unchanged bytes record unchanged.
- Safety: 25 existing warm retirement and
stopped/destroyed/foreign-owner cases pass. Six authorization,
stale-adoption and adopted-owner preservation cases pass. The lease
guard and native executor are unchanged.
- Workspace typecheck, build and map checks pass. The final candidate's
code and test blobs equal the tested source; its exact build stamp is
recorded locally.
- No new repository-wide local run was repeated. A separate earlier
broad command on an older head failed a reproducible GitHub enrollment
fixture; it is not a full local pass, established flake or proven caused
by this change. Fresh full hosted CI is green on the reviewed final
head; both current-head Greptile and native substantive reviews are 5/5
with no actionable findings.
- Review regression: removing actual policy propagation to preparation
in the shared production orchestration fails both real-Postgres cases
while runtime selection still chooses warm mode. Restoring it passes.
These cases invoke the production helper used by heartbeat, not the
entire outer heartbeat service.
- The provider-facing transport is a local loopback fixture. No model
turn, actual remote platform, physical stop receipt or deployed recovery
is proved by these tests.

## Risks

- New Codex copies that inherit agent warm mode now use the existing
terminal checkpoint path. This can add the expected file checkpoint
where only an unchanged probe ran before.
- The resolver preserves explicit environment per-turn overrides, pinned
admissions and backend/credential gates. It does not create a timer,
provider retry or new permission.
- Existing pending copies remain pending. This change does not authorize
retrieval from stopped or replaced leases and does not establish
recovery of historical files.
- No database migration, public API field, agent setting, provider
change or manual rollout is included.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with reasoning, source inspection and local
code execution. Context window and reasoning effort are host-managed.

## 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

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Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 07:00:23 -06:00
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