Files
PaperClipAI/tests/runner-e2e/chat-flow.test.ts
T
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## 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>
2026-09-12 08:56:04 -05:00

357 lines
13 KiB
TypeScript

import { describe, it, expect, vi } from "vitest";
import type { AskUserQuestionsPayload } from "../../packages/shared/src/types/issue.js";
import {
assertChatHandoff,
assertChatTaskHandoff,
chatQuestionPresentation,
chatRunFailure,
chatTaskCompletionFailure,
createChatIdleFailureDetector,
collectChatRunEvidence,
readRunningChatLog,
readChatOutputDocument,
isChatClarificationReply,
assertChatExecutionOutput,
isResetRun,
type ChatIssue,
type ChatRun,
} from "./chat-flow.js";
import type { RunnerApi } from "./api.js";
import { chatMarker } from "./chat-cases.js";
import { runnerMatrix } from "./catalog.js";
import { isPublicRunnerScreenshotRoute } from "./screenshot-policy.js";
import { classifyFailure, shouldRetryFailure } from "./failure-classifier.js";
const source: ChatIssue = {
id: "chat",
companyId: "co",
title: "Chat",
status: "in_review",
assigneeAgentId: "agent",
};
const task: ChatIssue = {
...source,
id: "work",
parentId: null,
projectId: "project",
};
const plan = {
body: "# Relevant plan",
latestRevisionId: "revision",
updatedAt: "2026-09-11T10:00:00Z",
};
const run: ChatRun = {
id: "run",
companyId: "co",
agentId: "agent",
status: "succeeded",
startedAt: "2026-09-11T10:00:01Z",
};
describe("chat acceptance contracts", () => {
it("accepts concrete information requests without requiring question punctuation", () => {
expect(isChatClarificationReply("What is the club name?")).toBe(true);
expect(
isChatClarificationReply(
"Before assigning the welcome-note work, please share:\n\n1. Club name and intended readers.\n2. Format, length, and tone.\n3. Required details, sender, and deadline.",
),
).toBe(true);
expect(
isChatClarificationReply("Tell me the intended audience and format."),
).toBe(true);
expect(
isChatClarificationReply(
"Thanks — before assigning the welcome-note drafting work, I need a compact brief covering:\n\n- Club and audience: club name and intended readers.\n- Purpose: welcome or next steps.\n- Required content: dates, links, and contacts.\n- Voice: tone and sender.\n- Delivery constraints: format, length, and deadline.\n- Examples or policies: existing notes and approval requirements.",
),
).toBe(true);
expect(isChatClarificationReply("I'll need your details about the audience and format.")).toBe(true);
expect(isChatClarificationReply("We need some information about the club and intended readers.")).toBe(true);
expect(isChatClarificationReply("I needed a compact brief before I assigned the work.")).toBe(false);
expect(isChatClarificationReply("I need a compact brief:")).toBe(false);
expect(isChatClarificationReply("I need information.")).toBe(false);
expect(isChatClarificationReply("I need to create the task and write the note.")).toBe(false);
expect(isChatClarificationReply("Please share:")).toBe(false);
expect(isChatClarificationReply("Please share.")).toBe(false);
expect(
isChatClarificationReply("Asked the user clarifying questions about their club."),
).toBe(false);
expect(
isChatClarificationReply("I created the task and started writing the welcome note."),
).toBe(false);
});
it("rejects superseded plan requirements in executed output, independently of plan history", () => {
expect(() => assertChatExecutionOutput("Welcome CHAT123.", "CHAT123", "DRAFT123")).not.toThrow();
expect(() => assertChatExecutionOutput("Welcome DRAFT123 and CHAT123.", "CHAT123", "DRAFT123")).toThrow();
expect(() => assertChatExecutionOutput("Welcome DRAFT123.", "CHAT123", "DRAFT123")).toThrow();
});
it("keeps chat markers literal across rich-text and Markdown boundaries", () => {
for (const prefix of ["CHAT", "DRAFT", "OLDCONTEXT"] as const) {
expect(chatMarker(prefix, "abc123-1")).toBe(`${prefix}abc1231`);
expect(chatMarker(prefix, "abc_123-1")).toMatch(/^[a-zA-Z0-9]+$/);
}
expect(chatMarker("OLDCONTEXT", "one-1")).not.toBe(
chatMarker("CHAT", "one-1"),
);
expect(chatMarker("CHAT", "one-1")).not.toBe(chatMarker("CHAT", "two-1"));
});
it("has exactly six workflows on the four chosen local profiles", () => {
const matrix = runnerMatrix.filter(
(cell) => cell.suite.id === "agent-chat",
);
expect(matrix).toHaveLength(24);
expect(new Set(matrix.map((cell) => cell.profile.id))).toEqual(
new Set([
"legacy-codex",
"legacy-claude",
"runner-codex",
"runner-acpx-claude",
]),
);
expect(new Set(matrix.map((cell) => cell.task.id)).size).toBe(6);
expect(
matrix.every(
(cell) =>
cell.environment.id === "local" &&
cell.task.expectedTerminalState.issue === "in_review",
),
).toBe(true);
});
it("rejects missing plan, chat children, wrong assignments, and execution before the plan", () => {
expect(() => assertChatHandoff(task, plan, [run], source)).not.toThrow();
for (const invalid of [
{ ...task, parentId: "chat" },
{ ...task, projectId: null },
{ ...task, assigneeAgentId: "other" },
])
expect(() => assertChatHandoff(invalid, plan, [run], source)).toThrow();
expect(() =>
assertChatHandoff(task, { ...plan, body: "" }, [run], source),
).toThrow();
expect(() =>
assertChatHandoff(
task,
{ ...plan, updatedAt: "2026-09-11T10:00:02Z" },
[run],
source,
),
).toThrow();
expect(() => assertChatHandoff(task, plan, [], source)).toThrow();
});
it("requires a plan for plan handoff, while direct requests need only normal task assignment", () => {
expect(() => assertChatTaskHandoff(task, [run], source)).not.toThrow();
expect(() =>
assertChatHandoff(task, { ...plan, body: "" }, [run], source),
).toThrow();
expect(() =>
assertChatTaskHandoff({ ...task, projectId: null }, [run], source),
).toThrow();
});
it.each(["project-description", "welcome-note", "output"])("finds committed %s output without accepting a copied plan or a claim", async (key) => {
const output = {
...plan,
id: "description-doc",
issueId: "work",
key,
body: "A completed description with CHAT123.",
createdByAgentId: "agent",
};
const get = vi.fn(async (path: string) => {
if (path === "/api/issues/work/documents")
return [{ key: "plan" }, { key }];
if (path === `/api/issues/work/documents/${key}`)
return output;
throw new Error(`Unexpected document read: ${path}`);
});
const api = { get } as Pick<RunnerApi, "get">;
await expect(readChatOutputDocument(api, "work", "CHAT123")).resolves.toBe(
output,
);
await expect(readChatOutputDocument(api, "work", "WRONG123")).rejects.toThrow(
"no non-plan output document",
);
get.mockImplementation(async () => [{ key: "plan" }]);
await expect(readChatOutputDocument(api, "work", "CHAT123")).rejects.toThrow(
"document keys: plan",
);
});
it("uses durable free-text labels, multi-selection, and the supplied submit label", () => {
const payload: AskUserQuestionsPayload = {
version: 1,
submitLabel: "Send brief",
questions: [
{
id: "audience",
prompt: "Who is it for?",
selectionMode: "multi",
required: true,
options: [
{ id: "members", label: "New members" },
{
id: "custom",
label: "Another audience or occasion",
freeText: true,
},
],
},
],
};
const presentation = chatQuestionPresentation(payload);
expect(presentation.submitLabel).toBe("Send brief");
expect(presentation.questions[0]).toMatchObject({
answerMode: "multi_select",
customAnswer: { enabled: true, label: "Another audience or occasion" },
});
const nativePayload: AskUserQuestionsPayload = {
...payload,
questionSet: {
schema: "paperclip.question_set.v1",
submitLabel: "Continue",
questions: [
{
id: "audience",
prompt: "Who is it for?",
required: true,
answerMode: "text",
},
],
},
};
expect(chatQuestionPresentation(nativePayload)).toBe(
nativePayload.questionSet,
);
});
it("retains reset events without requesting a provider log, and does not hide missing real logs", async () => {
const get = vi.fn().mockResolvedValue([{ type: "session_reset" }]);
const reset = { ...run, resultJson: { conversationReset: true } };
await expect(collectChatRunEvidence({ get }, reset)).resolves.toEqual({
runId: run.id,
log: null,
events: [{ type: "session_reset" }],
});
expect(get.mock.calls).toEqual([
[`/api/heartbeat-runs/${run.id}/events?limit=1000`],
]);
get.mockRejectedValue(new Error("Run log not found"));
await expect(collectChatRunEvidence({ get }, run)).rejects.toThrow(
"Run log not found",
);
});
it("waits for a newly running provider's log file without swallowing server failures", async () => {
const get = vi.fn().mockResolvedValue({ status: () => 404 });
const api = { request: { get } } as unknown as Pick<RunnerApi, "request">;
await expect(readRunningChatLog(api, "starting")).resolves.toBeUndefined();
get.mockResolvedValue({
status: () => 200,
ok: () => true,
json: async () => ({ content: "streamed reply" }),
});
await expect(readRunningChatLog(api, "running")).resolves.toBe(
"streamed reply",
);
get.mockResolvedValue({ status: () => 500, ok: () => false });
await expect(readRunningChatLog(api, "broken")).rejects.toThrow(
"log returned 500",
);
});
it("fails terminal execution errors without preempting active retries or recovery", () => {
const failed = {
...run,
status: "failed",
error: "provider rejected request",
};
expect(chatTaskCompletionFailure(task, [failed])).toContain(
"provider rejected request",
);
expect(
chatTaskCompletionFailure(task, [failed, { ...run, status: "queued" }]),
).toBeUndefined();
expect(
chatTaskCompletionFailure({ ...task, scheduledRetry: { id: "retry" } }, [
failed,
]),
).toBeUndefined();
expect(
chatTaskCompletionFailure(
{ ...task, activeRecoveryAction: { id: "recovery" } },
[failed],
),
).toBeUndefined();
});
it("fails stable contradictory idle states promptly without paid retries or transient false alarms", () => {
const detect = createChatIdleFailureDetector(3);
const settled = {
resolved: true,
status: "blocked",
conversationState: "waiting",
providerRunCount: 3,
activeRuns: [] as string[],
};
expect(detect(settled)).toBeUndefined();
expect(detect({ ...settled, activeRuns: ["running"] })).toBeUndefined();
expect(detect(settled)).toBeUndefined();
const failure = detect(settled);
expect(failure).toContain("chat_idle_state_invariant");
expect(classifyFailure(failure)).toBe("candidate_failure");
expect(shouldRetryFailure(classifyFailure(failure))).toBe(false);
expect(detect({ ...settled, status: "in_review" })).toBeUndefined();
expect(detect(settled)).toBeUndefined();
expect(detect({ ...settled, providerRunCount: 2 })).toBeUndefined();
expect(detect({ ...settled, status: "in_progress" })).toBeUndefined();
expect(detect(settled)).toBeUndefined();
});
it("fails promptly on terminal provider failures while permitting only expected cancellations", () => {
expect(chatRunFailure([run])).toBeUndefined();
expect(chatRunFailure([{ ...run, status: "running" }])).toBeUndefined();
expect(
chatRunFailure([
{
...run,
status: "failed",
errorCode: "permission_denied",
error: "sandbox unavailable",
},
]),
).toContain("run run failed (permission_denied): sandbox unavailable");
expect(chatRunFailure([{ ...run, status: "cancelled" }])).toContain(
"cancelled",
);
expect(
chatRunFailure([{ ...run, status: "cancelled" }], true),
).toBeUndefined();
});
it("separates reset control runs from provider runs without treating failures as resets", () => {
expect(isResetRun(run)).toBe(false);
expect(isResetRun({ ...run, status: "failed" })).toBe(false);
expect(
isResetRun({ ...run, contextSnapshot: { conversationReset: true } }),
).toBe(true);
});
it("only publishes screenshots of the exact disposable chat", () => {
const target = {
issuePrefix: "E2E",
issueId: "chat",
issueIdentifier: null,
chatAgentId: "fixture-agent",
};
expect(
isPublicRunnerScreenshotRoute(
"http://127.0.0.1:3199/E2E/chats/fixture-agent",
target,
),
).toBe(true);
expect(
isPublicRunnerScreenshotRoute(
"http://127.0.0.1:3199/E2E/chats/another-agent",
target,
),
).toBe(false);
expect(
isPublicRunnerScreenshotRoute(
"https://example.com/E2E/chats/fixture-agent",
target,
),
).toBe(false);
});
});