Files
PaperClipAI/server/src/services/execution-workspace-policy.ts
T
Nicky LeachandPaperclip 88bf71b84e Reject projectless isolated git worktree tasks (#9231)
## Thinking Path

> - Paperclip is an open-source platform for orchestrating AI agents;
agents run inside execution workspaces that range from a shared
container to full git worktrees cloned from a project repository.
> - Isolated git-worktree workspaces require a project to determine
which repository to clone — without a project the worktree base path
cannot be computed.
> - A task pinned to `isolated_workspace` + `git_worktree` with no
project was previously accepted at creation time but failed late at
dispatch with the opaque `workspace_validation_failed` /
`git_worktree_base_agent_home` error — only after the heartbeat
attempted to provision the workspace.
> - Fail-closed validation should happen in two places: (1) explicit
create/update pins that contradict the requirement are rejected at the
HTTP layer with a structured 422; (2) rows that reach the heartbeat
dispatcher with this invalid combination (e.g. through inheritance or a
retroactively-removed project) are blocked before any heartbeat run or
adapter spawn.
> - This PR adds the shared detection policy, the create/update guard in
the issues service, and the heartbeat pre-dispatch guard, together with
focused unit tests for all three layers.
> - The benefit is deterministic early failure with a clear remediation
message instead of a late, cryptic runtime error.

## Linked Issues or Issue Description

No upstream public GitHub issue — describing the problem inline
(bug-report format).

**What happened?**
Creating an issue with `executionWorkspaceSettings: { mode:
"isolated_workspace", type: "git_worktree" }` and no `projectId` was
accepted without error. The issue then became blocked at dispatch time
with the opaque message `git_worktree_base_agent_home` /
`workspace_validation_failed` — surfaced only after the heartbeat
attempted to provision the workspace.

**Expected behavior**
The platform should reject the invalid combination at create/update time
with a structured 422 that includes a clear remediation message, before
any heartbeat resource is consumed.

**Steps to reproduce**
1. Call `POST /api/issues` (or `PATCH /api/issues/:id`) with
`executionWorkspaceSettings: { mode: "isolated_workspace", type:
"git_worktree" }` and omit `projectId` (or set it to `null`).
2. Observe: request succeeds (200/201).
3. Assign the issue to an agent and watch it enter `blocked` with a
cryptic `workspace_validation_failed` error at dispatch.

**Related prior fix** — Refs #4844 (`fix(validator): reject static cwd
combined with git_worktree strategy`) — same validation area, different
dimension (static cwd vs. missing project).

**Paperclip version / commit**
Latest `master` (pre-this-PR).

**Deployment mode**
Standard (app-global server).

## What Changed

- **`execution-workspace-policy.ts`** — new shared
`detectWorkspaceWorktreeRequiresProject` function returning a stable
`workspace_worktree_requires_project` policy violation when an isolated
git-worktree task has no project, project workspace, or reusable
execution workspace; exports canonical remediation text used by both the
HTTP guard and the heartbeat guard.
- **`issues.ts`** — create and update paths check the new policy before
persisting; explicit pins to `isolated_workspace` / `operator_branch` +
`git_worktree` with no project are rejected with a 422 including the
policy code and remediation text.
- **`heartbeat.ts`** — pre-dispatch preflight checks the same policy for
rows that reach the heartbeat with the invalid combination (e.g. through
inheritance); such rows are marked `blocked` with a skipped wakeup
request, durable issue comment, and activity log before any heartbeat
run or adapter spawn.
- **`execution-workspace-policy.test.ts`** — focused policy-layer unit
tests for detection logic and remediation text.
- **`issues-service.test.ts`** — create/update 422 guard tests for the
new policy.
- **`heartbeat-workspace-branch-containment.test.ts`** — pre-dispatch
blocking test for inherited/ambiguous invalid rows; also fixes a cleanup
race in the existing test suite.

## Verification

```sh
pnpm exec vitest run \
  server/src/__tests__/execution-workspace-policy.test.ts \
  server/src/__tests__/issues-service.test.ts \
  server/src/__tests__/heartbeat-workspace-branch-containment.test.ts

pnpm --filter @paperclipai/server typecheck

# Targeted regression
pnpm exec vitest run \
  server/src/__tests__/heartbeat-workspace-branch-containment.test.ts \
  -t "blocks projectless isolated git-worktree issues before dispatch"
```

All three test files and typecheck passed locally before this PR was
opened.

## Risks

**Low risk.** The policy detection function is pure with no side
effects. The create/update guard only triggers on explicit
`isolated_workspace` or `operator_branch` + `git_worktree` pins combined
with a missing project — it does not fire on inherited settings (handled
by the heartbeat preflight), so there is no false-positive rejection
risk for valid tasks. The heartbeat guard fires before any resource is
provisioned; the only behavioral change for already-invalid rows is that
they receive a clear `blocked` status and durable comment instead of a
late cryptic error.

## Model Used

Claude Sonnet 4.6 (`claude-sonnet-4-6`), 200k context window, tool use
enabled (agentic coding). Used to implement all server-side changes and
tests in this PR.

## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-08 10:31:37 -07:00

313 lines
13 KiB
TypeScript

import type {
ExecutionWorkspaceMode,
ExecutionWorkspaceStrategy,
IssueExecutionWorkspaceSettings,
ProjectExecutionWorkspaceDefaultMode,
ProjectExecutionWorkspacePolicy,
} from "@paperclipai/shared";
import { asString, parseObject } from "../adapters/utils.js";
export type ParsedExecutionWorkspaceMode = Exclude<ExecutionWorkspaceMode, "inherit" | "reuse_existing">;
export const WORKSPACE_WORKTREE_REQUIRES_PROJECT_CODE = "workspace_worktree_requires_project";
export const WORKSPACE_WORKTREE_REQUIRES_PROJECT_REMEDIATION =
"Attach a project to the task, or bind a reusable execution workspace, then retry.";
export const WORKSPACE_WORKTREE_REQUIRES_PROJECT_MESSAGE =
`This task is set to run in an isolated git worktree, but it has no project and no reusable execution workspace to create the worktree from. ${WORKSPACE_WORKTREE_REQUIRES_PROJECT_REMEDIATION}`;
type WorkspaceStrategyType = ExecutionWorkspaceStrategy["type"];
export type UnrunnableWorktreeIssueRef = {
projectId?: string | null;
projectWorkspaceId?: string | null;
executionWorkspaceId?: string | null;
executionWorkspacePreference?: string | null;
};
function cloneRecord(value: Record<string, unknown> | null | undefined): Record<string, unknown> | null {
if (!value) return null;
return { ...value };
}
function parseExecutionWorkspaceStrategy(raw: unknown): ExecutionWorkspaceStrategy | null {
const parsed = parseObject(raw);
const type = asString(parsed.type, "");
if (type !== "project_primary" && type !== "git_worktree" && type !== "adapter_managed" && type !== "cloud_sandbox") {
return null;
}
return {
type,
...(typeof parsed.baseRef === "string" ? { baseRef: parsed.baseRef } : {}),
...(typeof parsed.branchTemplate === "string" ? { branchTemplate: parsed.branchTemplate } : {}),
...(typeof parsed.worktreeParentDir === "string" ? { worktreeParentDir: parsed.worktreeParentDir } : {}),
...(typeof parsed.provisionCommand === "string" ? { provisionCommand: parsed.provisionCommand } : {}),
...(typeof parsed.teardownCommand === "string" ? { teardownCommand: parsed.teardownCommand } : {}),
};
}
export function resolveEffectiveWorkspaceStrategyType(
mode: ParsedExecutionWorkspaceMode,
config: Record<string, unknown> | null | undefined,
): WorkspaceStrategyType {
const workspaceStrategy = parseObject(config?.workspaceStrategy);
const type = asString(workspaceStrategy.type, "");
if (type === "project_primary" || type === "git_worktree" || type === "adapter_managed" || type === "cloud_sandbox") {
return type;
}
// Default mirrors workspace-runtime.ts realizeExecutionWorkspace: missing type -> "project_primary".
// agent_default is a metadata-only mode that never creates a worktree, so it keeps "adapter_managed".
return mode === "agent_default" ? "adapter_managed" : "project_primary";
}
export function resolvePinnedIssueWorkspaceStrategyType(input: {
mode: ParsedExecutionWorkspaceMode;
issueSettings: IssueExecutionWorkspaceSettings | null;
}): WorkspaceStrategyType {
const strategyType = input.issueSettings?.workspaceStrategy?.type;
if (
strategyType === "project_primary" ||
strategyType === "git_worktree" ||
strategyType === "adapter_managed" ||
strategyType === "cloud_sandbox"
) {
return strategyType;
}
// When no explicit strategy type is set, mirror the runtime default (project_primary for most
// modes; adapter_managed for agent_default). Mode alone never implies git_worktree.
return input.mode === "agent_default" ? "adapter_managed" : "project_primary";
}
export function hasReusableExecutionWorkspaceBinding(issue: UnrunnableWorktreeIssueRef): boolean {
return Boolean(issue.executionWorkspaceId && issue.executionWorkspacePreference === "reuse_existing");
}
export function isUnrunnableWorktreeCombo(input: {
issue: UnrunnableWorktreeIssueRef;
resolvedMode: ParsedExecutionWorkspaceMode;
resolvedStrategy: string | null | undefined;
reusableExecutionWorkspaceAvailable?: boolean | null;
hasResolvablePriorSessionWorkspace?: boolean | null;
}): boolean {
if (input.resolvedMode !== "isolated_workspace" && input.resolvedMode !== "operator_branch") return false;
if (input.resolvedStrategy !== "git_worktree") return false;
if (input.issue.projectId || input.issue.projectWorkspaceId) return false;
const hasReusableWorkspace =
input.reusableExecutionWorkspaceAvailable ?? hasReusableExecutionWorkspaceBinding(input.issue);
if (hasReusableWorkspace) return false;
return input.hasResolvablePriorSessionWorkspace !== true;
}
export function parseProjectExecutionWorkspacePolicy(raw: unknown): ProjectExecutionWorkspacePolicy | null {
const parsed = parseObject(raw);
if (Object.keys(parsed).length === 0) return null;
const enabled = typeof parsed.enabled === "boolean" ? parsed.enabled : false;
const workspaceStrategy = parseExecutionWorkspaceStrategy(parsed.workspaceStrategy);
const defaultMode = asString(parsed.defaultMode, "");
const defaultProjectWorkspaceId =
typeof parsed.defaultProjectWorkspaceId === "string" ? parsed.defaultProjectWorkspaceId : undefined;
const allowIssueOverride =
typeof parsed.allowIssueOverride === "boolean" ? parsed.allowIssueOverride : undefined;
const normalizedDefaultMode = (() => {
if (
defaultMode === "shared_workspace" ||
defaultMode === "isolated_workspace" ||
defaultMode === "operator_branch" ||
defaultMode === "adapter_default"
) {
return defaultMode as ProjectExecutionWorkspaceDefaultMode;
}
if (defaultMode === "project_primary") return "shared_workspace";
if (defaultMode === "isolated") return "isolated_workspace";
return undefined;
})();
return {
enabled,
...(normalizedDefaultMode ? { defaultMode: normalizedDefaultMode } : {}),
...(allowIssueOverride !== undefined ? { allowIssueOverride } : {}),
...(defaultProjectWorkspaceId ? { defaultProjectWorkspaceId } : {}),
...(workspaceStrategy ? { workspaceStrategy } : {}),
...(parsed.workspaceRuntime && typeof parsed.workspaceRuntime === "object" && !Array.isArray(parsed.workspaceRuntime)
? { workspaceRuntime: { ...(parsed.workspaceRuntime as Record<string, unknown>) } }
: {}),
...(parsed.branchPolicy && typeof parsed.branchPolicy === "object" && !Array.isArray(parsed.branchPolicy)
? { branchPolicy: { ...(parsed.branchPolicy as Record<string, unknown>) } }
: {}),
...(parsed.pullRequestPolicy && typeof parsed.pullRequestPolicy === "object" && !Array.isArray(parsed.pullRequestPolicy)
? { pullRequestPolicy: { ...(parsed.pullRequestPolicy as Record<string, unknown>) } }
: {}),
...(parsed.runtimePolicy && typeof parsed.runtimePolicy === "object" && !Array.isArray(parsed.runtimePolicy)
? { runtimePolicy: { ...(parsed.runtimePolicy as Record<string, unknown>) } }
: {}),
...(parsed.cleanupPolicy && typeof parsed.cleanupPolicy === "object" && !Array.isArray(parsed.cleanupPolicy)
? { cleanupPolicy: { ...(parsed.cleanupPolicy as Record<string, unknown>) } }
: {}),
...(parsed.authorizationPolicy && typeof parsed.authorizationPolicy === "object" && !Array.isArray(parsed.authorizationPolicy)
? { authorizationPolicy: { ...(parsed.authorizationPolicy as Record<string, unknown>) } }
: {}),
};
}
export function gateProjectExecutionWorkspacePolicy(
projectPolicy: ProjectExecutionWorkspacePolicy | null,
isolatedWorkspacesEnabled: boolean,
): ProjectExecutionWorkspacePolicy | null {
if (!isolatedWorkspacesEnabled) return null;
return projectPolicy;
}
export function parseIssueExecutionWorkspaceSettings(raw: unknown): IssueExecutionWorkspaceSettings | null {
const parsed = parseObject(raw);
if (Object.keys(parsed).length === 0) return null;
const workspaceStrategy = parseExecutionWorkspaceStrategy(parsed.workspaceStrategy);
const mode = asString(parsed.mode, "");
const normalizedMode = (() => {
if (
mode === "inherit" ||
mode === "shared_workspace" ||
mode === "isolated_workspace" ||
mode === "operator_branch" ||
mode === "reuse_existing" ||
mode === "agent_default"
) {
return mode;
}
if (mode === "project_primary") return "shared_workspace";
if (mode === "isolated") return "isolated_workspace";
return "";
})();
return {
...(normalizedMode
? { mode: normalizedMode as IssueExecutionWorkspaceSettings["mode"] }
: {}),
...(workspaceStrategy ? { workspaceStrategy } : {}),
...(parsed.workspaceRuntime && typeof parsed.workspaceRuntime === "object" && !Array.isArray(parsed.workspaceRuntime)
? { workspaceRuntime: { ...(parsed.workspaceRuntime as Record<string, unknown>) } }
: {}),
};
}
export type ExecutionWorkspaceEnvironmentSource =
| "agent"
| "instance"
| "default";
export type ExecutionWorkspaceEnvironmentResolution = {
environmentId: string;
source: ExecutionWorkspaceEnvironmentSource;
};
export function resolveExecutionWorkspaceEnvironmentId(input: {
agentDefaultEnvironmentId: string | null;
instanceDefaultEnvironmentId: string | null;
localDefaultEnvironmentId: string;
}): ExecutionWorkspaceEnvironmentResolution {
if (input.agentDefaultEnvironmentId) {
return {
environmentId: input.agentDefaultEnvironmentId,
source: "agent",
};
}
if (input.instanceDefaultEnvironmentId) {
return {
environmentId: input.instanceDefaultEnvironmentId,
source: "instance",
};
}
return {
environmentId: input.localDefaultEnvironmentId,
source: "default",
};
}
export function defaultIssueExecutionWorkspaceSettingsForProject(
projectPolicy: ProjectExecutionWorkspacePolicy | null,
): IssueExecutionWorkspaceSettings | null {
if (!projectPolicy?.enabled) return null;
return {
mode:
projectPolicy.defaultMode === "isolated_workspace"
? "isolated_workspace"
: projectPolicy.defaultMode === "operator_branch"
? "operator_branch"
: projectPolicy.defaultMode === "adapter_default"
? "agent_default"
: "shared_workspace",
};
}
export function issueExecutionWorkspaceModeForPersistedWorkspace(
mode: string | null | undefined,
): IssueExecutionWorkspaceSettings["mode"] {
if (mode === null || mode === undefined) {
return "agent_default";
}
if (mode === "isolated_workspace" || mode === "operator_branch" || mode === "shared_workspace") {
return mode;
}
if (mode === "adapter_managed" || mode === "cloud_sandbox") {
return "agent_default";
}
return "shared_workspace";
}
export function resolveExecutionWorkspaceMode(input: {
projectPolicy: ProjectExecutionWorkspacePolicy | null;
issueSettings: IssueExecutionWorkspaceSettings | null;
legacyUseProjectWorkspace: boolean | null;
}): ParsedExecutionWorkspaceMode {
const issueMode = input.issueSettings?.mode;
if (issueMode && issueMode !== "inherit" && issueMode !== "reuse_existing") {
return issueMode;
}
if (input.projectPolicy?.enabled) {
if (input.projectPolicy.defaultMode === "isolated_workspace") return "isolated_workspace";
if (input.projectPolicy.defaultMode === "operator_branch") return "operator_branch";
if (input.projectPolicy.defaultMode === "adapter_default") return "agent_default";
return "shared_workspace";
}
if (input.legacyUseProjectWorkspace === false) {
return "agent_default";
}
return "shared_workspace";
}
export function buildExecutionWorkspaceAdapterConfig(input: {
agentConfig: Record<string, unknown>;
projectPolicy: ProjectExecutionWorkspacePolicy | null;
issueSettings: IssueExecutionWorkspaceSettings | null;
mode: ParsedExecutionWorkspaceMode;
legacyUseProjectWorkspace: boolean | null;
}): Record<string, unknown> {
const nextConfig = { ...input.agentConfig };
const projectHasPolicy = Boolean(input.projectPolicy?.enabled);
const issueHasWorkspaceOverrides = Boolean(
input.issueSettings?.mode ||
input.issueSettings?.workspaceStrategy ||
input.issueSettings?.workspaceRuntime,
);
const hasWorkspaceControl = projectHasPolicy || issueHasWorkspaceOverrides || input.legacyUseProjectWorkspace === false;
if (hasWorkspaceControl) {
if (input.mode === "isolated_workspace") {
const strategy =
input.issueSettings?.workspaceStrategy ??
input.projectPolicy?.workspaceStrategy ??
parseExecutionWorkspaceStrategy(nextConfig.workspaceStrategy) ??
({ type: "git_worktree" } satisfies ExecutionWorkspaceStrategy);
nextConfig.workspaceStrategy = strategy as unknown as Record<string, unknown>;
} else {
delete nextConfig.workspaceStrategy;
}
if (input.mode === "agent_default") {
delete nextConfig.workspaceRuntime;
} else if (input.issueSettings?.workspaceRuntime) {
nextConfig.workspaceRuntime = cloneRecord(input.issueSettings.workspaceRuntime) ?? undefined;
} else if (input.projectPolicy?.workspaceRuntime) {
nextConfig.workspaceRuntime = cloneRecord(input.projectPolicy.workspaceRuntime) ?? undefined;
}
}
return nextConfig;
}