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PaperClipAI/maps/feature-map/workspaces.md
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DottaandPaperclip 24067a16b5 fix(workspaces): classify restricted shared repository admission (#16895)
## Thinking Path

> - Paperclip manages agents, their tasks, and their saved work.
> - Workspace preparation must check access before an agent starts.
> - A shared project checkout can contain another task's private
worktree.
> - The access guard correctly rejects a run that cannot read that work.
> - The isolated-source path reports this as a configuration blocker
after #16545.
> - Shared project repository admission missed that classification and
returned a generic setup failure.
> - This change uses the same blocker at that boundary so recovery names
the required workspace repair.

## Linked Issues or Issue Description

Refs #16545 and #16095. The open retained-reader repair in #16832
addresses deleted identities, a separate condition.

**What happened?**

A task reused a shared project workspace. Another worktree in that
checkout retained a private task that the run could not read. Repository
admission rejected access before provider startup. The run reported
`setup_failed`, and recovery showed a generic no-live-execution notice.

**Expected behavior**

Keep the access denial. Report `configuration_incomplete` with reason
`workspace_source_restricted`. Preserve the workspace and files. Give
the owner the existing workspace repair action. Do not queue an
automatic failure retry or report this expected blocker as an unexpected
Sentry failure.

**Steps to reproduce**

1. Bind a task to a shared project checkout.
2. Add a private task worktree beneath that checkout.
3. Continue the shared task as an agent that cannot read the private
task.
4. Inspect the run result and recovery action.

**Version and deployment**

Reproduced in the full heartbeat service from source revision
`06d4fe3121`, with PostgreSQL and real Git worktrees on macOS. The
provider never starts. The regression also covers the existing
Git-worktree path.

## What Changed

- Apply the existing restricted-source classifier to task repository
admission.
- Extend the heartbeat regression to shared project workspaces.
- Assert one run and one recovery action, no provider start, no
unexpected Sentry report, and preserved binding and files.
- Update the workspace documentation and both capability maps.

## Verification

- Red: the shared project regression returned `setup_failed`; the
Git-worktree control passed.
- Green: the same two cases pass after the change.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- Current head `e26cdd45da76c6edaa1622856f9c69e9f48b81fb`: 55 successful
checks, one neutral check, two skipped Storybook checks. Greptile 5/5,
no review threads, mergeable.
- All 337 tests passed across `heartbeat-workspace-branch-containment`,
`heartbeat/workspace-preparation`, `run-failure-report`, and
`recovery/stranded-notice`.
- `pnpm -r typecheck` and `pnpm build` passed. All full current-head CI
suites passed in [run
39315969013](https://github.com/paperclipai/paperclip/actions/runs/39315969013).
The duplicate local full Vitest run was stopped after 11 minutes when CI
completed; it has no local full-suite completion claim. The 337 affected
local tests completed successfully.
- Running-app acceptance at `e26cdd45da76c6edaa1622856f9c69e9f48b81fb`:
a synthetic private Git worktree caused the shared task to stop with the
visible Workspace source restricted notice and no process start. The
normal workspace API selected a separate task directory. Resolving the
recovery action resumed the same assignee. A real process fixture
completed, the output persisted after reload, and both source files
remained intact. Checkout and execution locks cleared. There were no
automatic failure retries.
- The first recovered process wrote its report to the command cwd. This
was a fixture output-path mistake. The corrected fixture reads the
selected workspace from the authenticated API before writing. One
explicit additional admission verified that output. The record retains
both successful process runs and the earlier configuration-blocked run.
This is local process-adapter acceptance, not live Codex/provider
qualification.
- Staging diagnosis confirmed a retained private source and failure
before provider startup. The original task has not been recovered. The
deployed UI hides its workspace selector, and no authenticated
task-write API is available in this session. No live Codex recovery is
claimed.

## Risks

The same exact 403 denial is now a configuration blocker during shared
repository admission. Other failures retain their original type. Access
policy, cloning, credentials, provider execution, and workspace contents
do not change. An existing task still requires a permitted workspace
repair before it can run.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The exact deployment identifier and context-window size are not
exposed in this session.

## 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>
2026-10-19 16:03:16 -05:00

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section sectionOrder order
Projects and execution 40 30

Workspaces, services, and files

A project or task can use a managed workspace with inspectable files, Git state, services, and runtime controls. Operators can follow its lifecycle through provisioning, use, and closure.

Implementation: workspace list, execution workspace, project workspace.

Agent access: companion.

Sub-features

  • binding: identify the workspace actually bound to a task/run.
  • provisioning: observe readiness and failures instead of inferring readiness from a created record.
  • services: start/stop supported services and inspect logs and exposed endpoints.
  • files-git: inspect workspace files and repository state used for the deliverable.
  • closure: close/reopen or reconcile through permitted controls without losing work.

For a historical failed export whose exact sandbox was destroyed, the task recovery notice offers Continue from saved sources to an authorized board operator. Select surviving task attachments, record lost work and external action outcomes, then rebuild through fresh-session admission. The old failed run remains failed. Bounded bootstrap retries retain this decision and recheck their system wake, predecessors, saved files and current execution gates before provider startup. Later cancelled runs require their own confirmed stop and board file repair. Their evidence is preserved with the reconstruction and rechecked before dispatch. Stop retains unfinished native files; startup also repairs missing historical retention without replaying the cancelled turn. Daytona stop-only cleanup confirms retention and accepts an already archived source. Cancelled native file recovery can record a verified no-action outcome. Its confirmation stays optional and resets when the source changes. Retained sandboxes keep their existing export recovery path. Automated coverage: reconstruction. Live staging acceptance remains separate from these regression tests.

How to get to it (user POV)

task-workspace

Use the task’s workspace card or Files panel and follow its workspace link.

workspace-management

Open /workspaces, a project workspace, or /execution-workspaces/:workspaceId and its Services/Configuration/Runtime logs views.

Driving it with Playwright and the Paperclip CLI

Preconditions: follow the baseline. Enable isolated-workspace UI where needed. Use an owned disposable repository and environment; record workspace ID and branch.

task-workspace

Automated: workspace card and task binding cover host/binding contracts.

Manual: Run a task that writes a small file, follow the bound workspace, and inspect the file and revision. Reload and verify links still refer to the same workspace, not another checkout or a stale run.

For fresh standard-trust tasks using an implicit repository default, create a disposable project checkout whose shared Git storage overlaps a private task workspace. Verify that source admission creates a separate checkout from the configured remote, with no private local branches, commits or shared Git storage. Reusing, closing and reopening that task must retain the company/task-bound source; a failed workspace save must clean up only its owned checkout. Explicit workspace, parent/channel selections, literal or task-independent branch templates, low-trust tasks, and local or credential-bearing remote URLs must not use this fallback. A selected checkout requires recorded default provenance. Create tasks through the task service with an explicit checkout ID or an inherited parent source but no typed selection; verify denial, no clone or environment acquisition, and preservation of unpublished branch commits. Older ambiguous bindings and source choices changed during preparation must retain the denial. The remote-source tests and preparation tests exercise the real Git isolation and lifecycle guards. They do not qualify live remote credentials or a provider deployment.

For a task reusing the shared project checkout, add a private task worktree that the assigned agent cannot read. Continue the shared task and verify the Workspace source restricted notice names a workspace repair action. No agent turn or automatic failure retry may start. Preserve the task binding and both tasks' files. Repeat with a reused Git worktree to check the same blocker.

For reconstructable Git expiration, finish a disposable task tree, run the internal lifecycle sweep after its 24-hour grace, and inspect candidate/reclaimed bytes. Advance its upstream first; use the ordinary task/workspace reopen control and verify the original commit, file contents, and subsequent persisted work. Current runs, previews, recovery, unique files and shared base clones must stay. The expiration tests exercise real local Git and database paths, interruption and concurrent reopening; cloud credentials and the deployed user journey require separate live evidence.

For task workspace selection, use the authorized task workspace API to choose a task directory, project source, or existing workspace. Verify that a change made during a run stays pending until the next normal admission. Submit another choice using the returned revision, then retry the superseded request; it must fail without replacing the newer pending choice. A projectless task must retain its files across resume and reassignment. Use the repository preparation API to add an authorized repository beneath that workspace; repeat the request and verify that it reuses the checkout and pinned revision. See task binding tests and repository access tests. An existing projectless folder alias of a sandbox-restricted project must be rejected for a standard local task before its adapter executes. Repeat after relocating the configured source; retained ownership must still enforce the boundary. This is separate from ordinary authorized file preview/download. For a registered worktree selected for a sandbox or SSH environment, configured and built-in provision scripts must not run on the controller during fresh creation, reuse, or rebuild, including host runtime provisioning. Repeat with standard trust and a protected read-only source, then with source write grants; permissions must not change execution placement. Verify isolated source copying and selected-environment dispatch still work. Repeat an explicit local isolated source choice: copying remains available but controller scripts must stay absent, including after binding or metadata changes and closed-worktree reopening. An implicit trusted local project default remains a positive provisioning control. Repeat with a newer configured default overriding an older primary source, then with a newer primary overriding an older nonprimary source. Both configured and built-in hooks must run for the implicit local default. Task creation and controller classification share configured-default, primary, creation-time and ID precedence. Explicit choices and saved copy-only markers still suppress hooks; changing the default must not rotate an existing binding or clear its marker. SSH keeps its explicit remote provision-command path; these checks do not claim a new sandbox provision transport. Low-trust closed-worktree reopening, including a board-comment reopen of a projectless task, must also suppress both kinds of host provision script. Returned checkpoints must reject file, symlink or missing parents before host writes, even if a nested file is marked unchanged. The retained host file and recovery evidence must survive rejection. These are automated safety contracts, not new live runtime acceptance.

An unchanged returned snapshot skips the host scan after acquiring the writer lock and checking authority. Concurrent host edits remain untouched; changed files, modes, symlinks and deletions still take the conflict path. The unchanged restore regression checks both hooks under the lock. This is source-level coverage, not a cloud latency result.

For a child created by an admitted agent with an explicit existing workspace, verify that a matching sandbox boundary permits creation before the child has an ID. A changed child policy, unrelated parent, or forged creator run must fail. See the child workspace trust regression. This automated contract does not add live acceptance evidence.

workspace-management

Automated: workspace detail and runtime service cover UI and runtime contracts separately.

Manual: Provision a disposable workspace, wait for readiness, start an available service, open its endpoint, and inspect a real response and logs. Stop it and verify it actually stops. Exercise close/reopen only after inspecting pending changes and active runs.

Gotchas

  • UI visibility, default isolation policy, the local environment row, a workspace record, and a running service are distinct prerequisites. A fresh instance still needs an owned cwd/repository and runtime commands; /workspaces lists existing work. Reopening depends on lifecycle, not a generic detail action.

  • A link or running badge does not prove the service is reachable from the user’s browser.

  • Workspace IDs, runtime leases, and repository paths are not interchangeable.

  • Terminal workspace cleanup wakes after committed task/workspace/PR changes and restores cooldown deadlines at startup. Empty lanes stop scanning. Display Git results can lag by thirty seconds. Compatible records share one advisory Git inspection per bounded page, while each record keeps its own delivery check. Destructive cleanup starts a separate Git scan even if an older scan is running. The worker tests cover quiet lanes and deadlines. The service tests cover real PostgreSQL signals and retained worktrees. These tests do not qualify an external wake alarm or a live provider deployment.

  • Organizational project, source project, task files, personal AGENT_HOME, and provider home have separate meanings. Private source ownership remains attached to copied files after source configuration changes or workspace closure.

  • Use recovery for divergence/export repair and CLI operations for local worktree tooling.

Storybook verification

closure

Scope: ui Storybook: Close-readiness checks, pending changes/active runs, blocked/pending/error close, retry close and eligible reopening. Production: Confirm owned workspace shutdown, preserved files/Git state and permitted lifecycle transition/reopening; Browser Use session closure is unrelated. Sources: Source: ExecutionWorkspaceDetail.tsx, ExecutionWorkspaceCloseDialog.tsx, execution-workspaces.ts. Tests: execution-workspaces-routes.test.ts, execution-workspaces-service.test.ts, execution-workspace-reopen.test.ts