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PaperClipAI/tests/runner-e2e/PRODUCT-JOURNEYS.md
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DottaandPaperclip 3bd0d81c7b fix(e2e): follow proven workspace deferrals during onboarding (#18008)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product E2E journeys verify the user outcome through the browser and
scoped APIs.
> - An onboarding child can wait while its parent owns their shared
workspace.
> - The server records that no provider work started and schedules a
durable replacement.
> - The journey rejected that expected wait, and feedback counted it as
unknown legacy execution.
> - This pull request follows the exact replacement and records the
distinct no-provider evidence.
> - The child must still finish through native execution and produce the
independently checked download.

## Linked Issues or Issue Description

Refs #17940.

**What happened?**

The fresh-workspace journey failed with `onboarding_first_task_failed`
when a child encountered shared-workspace contention. The cancelled
admission had an explicit `workspace_wait` receipt with
`providerWorkStarted: false`. Its linked replacement was still
scheduled. The runtime had not been selected. The default `legacy` value
did not represent a provider execution.

**Expected behavior**

Keep both rows and their run-limit cost. Follow only the unique
replacement for the same company, agent, and issue. A pending
replacement must not pass. Real failures and contradictory execution
evidence must still fail.

**Steps to reproduce**

1. Start a native onboarding parent and accept its child-task proposal.
2. Observe the child admission while the parent still holds their
workspace.
3. Present the server's no-provider cancellation and its durable
scheduled replacement to the journey and feedback collectors.

## What Changed

- Add a shared predicate for the explicit no-provider workspace-deferral
receipt. Reject runtime, process, output, usage, and cost evidence that
contradicts it.
- Follow exact, unique retry lineage during onboarding. Wait for active
or scheduled replacements without repeating browser actions. Preserve
the campaign deadline, run cap, native artifact attribution, and
download oracle.
- Retain per-run feedback inspection classifications: `native_events`,
`provider_not_started`, or `incomplete`. Require exhaustive event reads.
Keep pending work and uncertain execution partial.
- Add causal regressions and document the evidence contract. Historical
failed attempts keep their original grades.

## Verification

- Red: the new journey regression failed with the observed
`onboarding_first_task_failed` before the repair. The new feedback cases
also failed before the repair.
- Green: 70 journey tests and 74 feedback-family tests passed. The final
affected journey/feedback gate passed 275 tests plus 137 Node checks.
Five retry-lane reset cases failed before the review correction and
passed after it.
- `pnpm test:e2e:runner:typecheck` passed after the retry-counter
correction.
- `pnpm -r typecheck` and `pnpm build` passed before the final rebase.
- The full local `pnpm test:run` and harness unit gate encountered
embedded PostgreSQL startup failures. The harness gate passed 4,574
tests and failed its database-startup test. The final focused
journey/feedback gate and all 137 Node checks passed. CI will provide
independent full-suite results before merge.
- Current-head CI passed 55 checks; two checks skipped and one was
neutral. Greptile is 5/5, with zero unresolved review threads.
- Live Cloud verification will use the reviewed harness and Operations
revisions. This PR does not claim that a fresh Cloud campaign has
passed.

## Risks

A broad cancellation exemption could hide real failures. The exemption
requires the server's explicit receipt, unresolved runtime selection, no
contradictory execution evidence, and exact durable lineage. Missing
successors remain pending until the existing deadline. A successful
native child and valid downloaded bytes remain required. No server
behavior, approval policy, or budget policy changes.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with reasoning, source inspection, tool
use, and code execution. The host does not expose its configured
context-window size.

## 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 07:58:41 -05:00

9.7 KiB

Product journeys across deployments

product-journeys is an explicit Product E2E selection. Deployment is separate from the local / daytona execution environment. Existing selectors, execution IDs, and the --all matrix keep their historical meaning. These are scripted browser journeys with API setup and independent assertions; they are not strict browser-only “use as a user” discovery.

Concept Owner
Journey User actions, prerequisites, assertions, feature-map associations
Target provider Authentication, deployed identity, configuration, acquisition, cleanup
Setup recipe Resolve requested company/user/task capabilities through the fixture registry
Campaign Explicit journey order, target, model profile, limits, lifetime

Shared code is in product-journeys/. Cloud fleet operations, email-code login, private state, and trusted CI live in the private paperclip-cloud repository. The TargetProvider version-1 interface is defined in product-journeys/types.ts. Journeys receive a ready browser, company-scoped API, IDs, and capabilities. They never start a server or depend on a tenant filesystem.

Selections

Journey Required starting state Observed outcome
task-properties Company, signed-in board user, task-write capability, prepared run-owned backlog task Open its properties, assign it to the signed-in user, reload, check both UI and saved assignment; verify no agent run
cloud-onboarding Signed-in admitted Cloud account; fresh workspace; qualified bounded provider route Create workspace in the portal, connect API key and native Codex agent in the wizard, complete a task, download and independently check its artifact

Supported acquisitions are managed self-hosted (local), registered existing Cloud (local or daytona when present), and new Cloud. New Cloud must start with onboarding. Its context can then satisfy the identical task-properties journey without another setup. A recipe reports startingState: recipe; reusing successful onboarding reports onboarding. Preconfigured state is never counted as onboarding coverage.

Save this credential-free local target config outside the repository:

{
  "version": 1,
  "id": "local-qa",
  "mode": "managed-self-hosted",
  "journeys": ["task-properties"],
  "executionEnvironment": "local",
  "baseline": { "features": {}, "connections": [] },
  "limits": { "durationMs": 600000, "modelBudgetCents": 0, "maxRuns": 0 }
}
pnpm test:e2e:runner -- --suite product-journeys --list
pnpm test:e2e:runner -- --target-config /private/target.json --preview
pnpm test:e2e:runner -- --target-config /private/target.json --output /private/new-campaign

Preview resolves selections and declared changes without loading the private provider, reading credentials, signing in, provisioning, or making model calls. Its output includes required state, features/connections, lifetime, and limits. Output directories must be new; an attempt is never overwritten. Browser-only results use null provider/model and runtime none, including failures before the journey starts. No artificial model run is introduced for reporting. New execution IDs have the form product-journeys.<target>.<profile-or-browser>.<environment>.<journey>; the report reader continues to accept historical four-part execution IDs.

Cloud config supplies adapterModule and the private provider's reference-only adapterConfig. Use the private CLI and runbook to configure those fields. Paid onboarding requires positive modelBudgetCents and maxRuns, a duration of at most one hour, and a qualified operations adapter. The initial private Cloud adapter admits at most 30 minutes and $10. Select runner-codex-mini explicitly for its gpt-5.4-mini pilot; existing profile defaults remain unchanged. There are no automatic story retries. One campaign may create at most one disposable workspace.

Workspace contention can defer a child before provider execution. The journey keeps that run and follows only its unique, scoped durable replacement when the server proves that no provider work started. A scheduled replacement remains pending and consumes the run limit. It cannot satisfy completion; the child must still finish through native execution and pass the independent artifact checks.

Evidence and lifecycle

Results use the existing campaign/result schemas and dashboard. Each result retains campaign/attempt IDs, source revision, definition hash, deployed tenant commit, Cloud release, runtime identity, configuration hash, setup provenance, checks, and authentication/setup/journey/collection/cleanup outcomes. A failed prerequisite remains failed at that boundary; every dependent selection receives a blocked result. Unsupported target capabilities are distinct from failures. Deployment/configuration drift during a journey fails its result.

New onboarding attempts retain a bounded productJourney.artifact receipt in the existing private normalized-results.json, before disposable cleanup. It includes the exact downloaded connection-proof.json bytes as base64, attachment and originating-run IDs, byte count and SHA-256, plus the harness-generated input and independent expected result. Reinspection can decode the original bytes, recompute their checksum, and recompute the expected nonce, count, sum, and input checksum after the workspace is deleted. Only this exact four-field synthetic fixture is admitted, with a 4 KiB download limit and a closed receipt schema; arbitrary agent output is excluded. Capture follows attribution and independent download verification. The receipt survives later document, link, reload, or trace failures without turning those failed journey steps into passes. Historical attempts without it remain readable and do not gain retained-artifact proof retroactively. Descendant stories reuse context without copying the receipt.

Collection must finish within the campaign deadline. Cleanup and evidence publication then share a separate ten-minute grace period, with the last thirty seconds reserved for a twenty-second stop-only fallback and ten-second browser close. These are cleanup bounds and do not admit further story or model work. Provider lifecycle hooks receive a deadline and cancellation signal; they must bound in-flight requests and fence late resource mutations or lease writes when the signal aborts. A timed-out release cannot authorize evidence finalization or lease release. Its manifest stays available for cleanup recovery.

Every would-be successful result is checked against the retained-result success contract before successful cleanup. Missing assertions or paid accounting proof turn the campaign into a failure while preserving valid cost receipts, so an invalid success cannot trigger disposable-stack deletion.

Only post-journey screenshots are captured. Browser state, login codes, raw errors, credentials, request headers, and auth screenshots are excluded. All Cloud evidence is private; the public history publisher rejects these bundles. The private provider uses conditional S3 identity/stack leases and intent/receipt ownership manifests. An expired lease permits cleanup recovery, not reuse.

Managed self-hosted instances are removed after every attempt. Existing Cloud stacks retain the QA account and declared baseline while removing verified run-owned fixtures. Successful disposable stacks are deleted. Failed disposable stacks are stopped and retained for up to 24 hours. The deployment provider declares earlier cleanup eligibility to leave time for its sweeper. Interrupted cleanup remains visible and retains exclusive stack ownership. QA identity and inbox never belong to disposable ownership.

Eval operations integration and qualification

The private adapter carries the same campaign/attempt identity through bounded request admission, setup/agent phase transitions, run observation, cost receipts, trace IDs, and feedback collection. A normalized operations receipt belongs only to the onboarding attempt; descendants do not repeat shared setup charges. Unknown cost remains unknown. Raw feedback, traces, and ledgers stay private. Invocation evidence distinguishes native event inspection from a proven provider_not_started workspace deferral. Both require complete event reads. Pending replacements and contradictory execution evidence remain partial.

The sibling Operationalize eval runs implementation currently admits local cells and binds its gateway to loopback. That is not Cloud reachability or budget qualification. A Cloud adapter must prove the selected runtime's route, effective credential binding, budget admission, and exact campaign deadline before any paid provider action. The normal wizard first saves a custom-gateway connection and selects its model without inference. Qualification checks this exact saved route from the actual runtime before the normal Connect probe. Missing qualification blocks onboarding; it must never fall back to an unmetered direct provider request.

As of 2026-10-22, the same task-properties story has passed in real browsers on managed self-hosted and a registered testing Cloud stack, including cleanup and zero model calls. Normal QA email-code authentication and account admission have also passed against testing. Cloud onboarding selectors and lifecycle contracts have offline tests; fresh onboarding, dependent reuse, and disposable cleanup remain unqualified. Provider and trace secret references are configured. The separate onboarding gateway product change, trusted CI selection, and real runtime gateway admission remain live qualification prerequisites. Testing and staging use separate registries and credentials; only the declared testing control plane is admitted. Defining a story or passing structural checks is not evidence that its Cloud journey passed.