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PaperClipAI/packages/shared/src/telemetry/README.md
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DottaandPaperclip 3c561642b4 fix(chat): resolve approvals and preserve unanswered questions (#14613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents ask for decisions and optional details through cards in chat.
> - A clear approval in a message can leave the matching card pending.
> - An unanswered question can also block an unrelated later reply.
> - Decisions need a saved source message, while optional questions need
to remain answerable in history.
> - This pull request records conversational decisions and lets users
move on from questions and answer them later.

## Linked Issues or Issue Description

**What happened?**

Native Claude and Codex could act on approval in chat while the original
approval card stayed pending. Pending question forms stayed above the
composer, were absent from history, and could suppress later chat
replies. A late native question answer could wait for a finished run to
reconnect.

**Expected behavior**

The active agent records a clear approval or refusal against the exact
card and user message. Ambiguous replies do not grant consent. Users can
send another message without answering a question. The question remains
pending in history and can be reopened and answered later. The saved
answer reaches the agent.

**Steps to reproduce**

1. Ask an agent to propose work with a confirmation card, then approve
it in chat.
2. Check that the original card records that approval before work
starts.
3. Ask an interactive question, send an unrelated message, and reload.
4. Open the unanswered question from history and submit an answer.

Related work: #14408 added completion delivery. #14607 tests completion
reporting turns. Neither records conversational answers on approval
cards.

## What Changed

- Add a confirmation endpoint backed by a user comment, with schema
validation, OpenAPI discovery, and native Plan-mode access. Ask mode
remains read-only.
- Check company, active run, actor, current session, message provenance,
revision, and resolver policy. Save the decision and audit in one
transaction. Retries do not repeat effects. Emit resolution telemetry
after commit.
- Give fresh and resumed chat turns the actual pending confirmation
identities. Teach agents to save clear conversational decisions before
acting and to clarify ambiguity.
- Keep unanswered Agent Chat questions as compact history entries. A
newer user message closes the old form. Question cards never contribute
to composer pending counts or navigation, including after dismissing a
fresh form. The history card is the sole reminder; clicking it restores
that exact form and draft.
- Preserve Agent Chat questions when later messages or questions arrive.
Historical ordinary inputs no longer gate later chat replies.
Current-run requests, task execution, and governed approvals keep their
gates. Remove the special acknowledgement-publication proof helpers that
this rule replaces.
- Route answers to finished native runs through durable fresh-wake
delivery, with existing idempotency and source-question context. Settle
late replies against contiguous completed conversation turns and freeze
their history replay; failed, unhandled, and newly arriving messages
remain actionable.
- Add real-component Storybook scenarios, database and UI regressions,
and a three-turn native Claude/Codex E2E case. Capture distinct,
UI-ready screenshots and report the individual assertions.

## Verification

- Focused decision/publication/UI regressions after merging master: 288
passed; subsequent UI draft, failed-send, and conversation checks: 199
passed.
- Native question and durable delivery regressions: 106 passed,
including all four terminal run states and exactly-once late delivery.
Seven targeted regressions fail against the original implementation and
pass with the fix.
- Latest conversation/decision/native-delivery regressions after the
master merge: 121 passed. Covers completed progress, missing or failed
intervening turns, new messages during a late reply, stale sessions, and
frozen retry/replay boundaries. Four new assertions fail before the
ordering fix.
- E2E support suite after the master merge: 792 passed. Negative
controls reject expired cards, wrong questions/answers, stale or missing
replies, unrelated clarification forms, and unexpected tasks.
- The embedded-browser walkthrough caught one additional defect:
dismissing a fresh question still showed a composer badge. Both Cancel
and close-button regressions failed before the fix. The fix at
`65f2ade12` passes 170 chat-thread tests and 792 E2E support tests.
After merging master, 232 chat-thread/confirmation tests, server/UI
typechecks, and token gates pass. The preview and two-provider live E2E
pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at
that commit. All 55 checks are now successful at `e5512a206` (four
conditional checks skipped), including the aggregate verification gate
and clean-install canary test. The first attempt was interrupted by
simultaneous CI worker shutdowns; one failed-job rerun passed without
code changes.
- [Published
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on):
nine real-component scenarios. Manually exercised move on, reopen,
preserve draft, answer later, answer one of multiple questions, and a
custom mobile answer in the embedded browser. Retested fresh Cancel and
close-button dismissal in the updated build, then reopened and submitted
the preserved Green selection and inspected its answered receipt. Static
preview has no live model/backend; its callbacks are fixture responses.
- [First live
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/)
reproduced the late-answer completion-state defect on both providers
despite correct saved answers and acknowledgements. It also exposed a
valid imperative clarification rejected by the old oracle. Both issues
are fixed with regression controls; this failing run is retained as
evidence.
- [Four-cell
qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/)
passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous
confirmation, each on native Claude and Codex. Inspected saved state,
source-message decisions, visible cards, and agent replies. Both
late-answer chats settled to waiting; no unrequested tasks were created.
[Final branch
rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/)
passed 2/2 at `142630720`: the same unanswered-question journey after
merging master, plus an additional screenshot and browser assertion for
the actual late-answer acknowledgement.
- [Composer-reminder
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/)
passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each,
with explicit no-badge assertions before and after reload. Inspected
saved pending/answered state, both screenshots with a clear composer,
and actual Blue acknowledgements; all five behavioral matchers passed
per provider and neither created tasks. Cost coverage is partial; this
is bounded workflow qualification.
- [Fresh-dismissal
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/)
passed 2/2 at `e5512a206`: native Claude and Codex, including fresh
Cancel, clear composer, reopen, unrelated message, reload, late Blue
answer, and actual agent acknowledgement. All five behavioral matchers
pass per provider. Inspected the fresh-dismissal screenshots and saved
pending/answered identity; neither created tasks. Cost coverage is
partial (4/6 runs).
- Prior evidence remains available in [the earlier
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/).
Its early loading screenshot and overwritten final capture prompted the
UI-ready, distinct screenshot fixes.

## Risks

- The model interprets intent. The server verifies permission and
provenance; it does not infer consent from text. Ambiguous and unrelated
replies are not approvals.
- Historical questions can accumulate. They remain visible, pending, and
answerable; no automatic answer or expiry is invented.
- The change to completion gates is scoped to Agent Chat and ordinary
historical inputs. Current-turn and governed approvals retain their
existing controls.
- Live qualification is limited to the selected stories. Broader native
onboarding finalization remains separate work.
- No database migration. Telemetry adds no fields or values; the
contract and README document the commit boundary. Privacy review was
requested on the PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser-test orchestration. The exact model ID and
context-window size are not exposed to 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>
2026-09-30 11:46:46 -05:00

11 KiB

Telemetry Data Contract

This document explains how contributors should use Paperclip's public telemetry contract. It does not duplicate the full list of individual events or dimensions. It documents extra semantic and privacy rules where the generated shape is not sufficient.

The canonical source for first-party event names, dimensions, optionality, allowed primitive value types, and enum descriptions is packages/shared/src/telemetry/generated/paperclip-telemetry.ts.

Shared enum constants live in packages/shared/src/constants.ts. Use those constants when code needs a reusable domain, but treat the generated telemetry types as the final authority for emitted first-party telemetry shapes.

Public Sources

Use these files when reviewing or changing telemetry code:

Contract item Public source
First-party event names PaperclipEventName in generated/paperclip-telemetry.ts
Per-event dimensions and optionality EventDimensionsMap in generated/paperclip-telemetry.ts
Enum descriptions for telemetry dimensions PAPERCLIP_ENUM_DESCRIPTIONS in generated/paperclip-telemetry.ts
Schema version and event envelope helpers SCHEMA_VERSION, makeEvent(), and makeBatch() in generated/paperclip-telemetry.ts
Runtime-safe event names and dimensions TelemetryEventName and TelemetryEventDimensions in types.ts
Allowed primitive dimension values TelemetryDimensionValue in types.ts
Shared reusable enum domains Named exports in constants.ts
First-party typed emit helpers events.ts
Generic client behavior client.ts
Retention windows and event class assignments RETENTION_DAYS and EVENT_RETENTION_CLASS in retention.ts

Do not copy generated event lists or dimension tables into this README. They will drift as the generated contract changes.

Emission Boundary

Paperclip telemetry uses named events with explicit dimension fields. Treat open-ended string dimensions as public contract values, not as a place for user content or private operational data. Do not send PII, secrets, credentials, private paths, prompts, model output, or other sensitive values through telemetry dimensions.

Telemetry emitters send raw dimension values. They must not pre-normalize enum-like values into a reporting form just to match today's known domain.

The receiving layer owns canonicalization. Keeping canonicalization in one place means emitters can stay simple and accurate: emit what the product observed, use the generated contract for required and optional fields, and let the receiving layer decide how legacy spellings, aliases, unknown names, and future values map to a stable reporting shape.

Do not add client-side lowercasing, alias mapping, or fallback mapping unless the generated telemetry contract specifically requires that emitted value.

If a dimension is privacy-protected before emission, emit only the protected value and its matching public marker as defined by the typed helper or generated contract. Do not emit private source material in telemetry dimensions.

Credential-bearing chat setup failures replace provider-controlled error names, messages, and stacks with a fresh generic error before the HTTP error handler reports the crash. The existing error.handler_crash event still uses its generated error_code: string contract; this path emits only Error, never a provider-supplied error name that may contain a credential. This is a privacy boundary, not enum canonicalization. Test the value reaching the telemetry helper as well as the separate crash-reporting and local logging sinks.

Interaction Resolver Events

interaction.created records the interaction kind and whether the create request used a deprecated resolver-policy alias. It does not record the prompt, title, options, questions, target identifier, creator identifier, or resolver identifier.

interaction.resolved records the low-cardinality interaction outcome defined in the generated contract. Its legacy_inherited_restriction dimension is true only when stored migration provenance preserves a legacy resolver-policy restriction. It is false for canonical new writes. This dimension describes policy provenance. It does not contain user content or an identifier.

Emit interaction.resolved only after the complete decision transaction commits. Conversational answers include the card outcome, source-message reference, and activity audit in that transaction. A rollback or matching retry must not emit a resolution event. This changes emission timing only: message text, comment IDs, and user IDs remain in the instance database and are not added to telemetry.

Use trackInteractionCreated() and trackInteractionResolved() from events.ts to emit these events. The generated contract remains the authority for their exact dimensions and optionality.

Agent Task Run Events

agent.task_run records one terminal state for one agent run: succeeded, interrupted, failed, cancelled, or timed_out. Emit it once per run, at the run's terminal transition. Do not emit it for a run that is still active.

The event's task_id dimension is optional and privacy-protected. Never emit the raw task id. Pass the raw id to trackAgentTaskRun() in events.ts. The helper calls hashPrivateRef() on client.ts, which derives the emitted value with a salted hash of the per-installation secret.

Use trackAgentTaskRun() to emit this event. The generated contract remains the authority for its exact dimensions and optionality.

Other Data Paths

This document covers Paperclip Telemetry only. The generated Telemetry contract covers neither the Observability path nor the run-log path. Two other data paths document their own contract in their own file:

  • Observability — the OpenTelemetry trace path, the sandbox startup trace spans, and the sandbox duplex transport instrumentation.
  • Run-Log Events — events written to the local heartbeat_run_events table.

Dimension Values

Telemetry dimension values must be primitives. Use only the value types allowed by TelemetryDimensionValue:

  • string
  • number
  • boolean

Do not emit null, undefined, arrays, or objects as dimension values. Optional dimensions should be omitted when absent.

When a dimension is enum-like, use the shared constant from constants.ts when one exists. If no shared constant exists, use the generated telemetry type as the domain. In all cases, the generated telemetry type remains the source of truth for the emitted value.

Required, Optional, And Sentinel Values

Required and optional dimensions are defined by EventDimensionsMap.

Required dimensions must be present for every event of that name. Optional dimensions should be emitted only when the value is known and useful.

Sentinel values are only for required fields that have no observed raw value at the emitting layer. Do not use a sentinel to hide a concrete value that is new, custom, or not yet represented by a shared constant. Emit the concrete raw value and let the receiving layer canonicalize it.

Adding Or Changing Telemetry

Client code is responsible for emitting approved telemetry events at the right place in the product. Stable event names, dimensions, and enum domains must come from the generated telemetry contract before normal emitters use them.

For product work that needs to propose a new first-party event before schema registration, use the proposal marker workflow in doc/TELEMETRY_WORKFLOW.md. Those proposed calls stay on client.track(), carry an @ts-expect-error marker on the event-name argument, and are swallowed at runtime until the generated schema registers the event name.

For stable event work:

  1. Start from generated/paperclip-telemetry.ts. The generated types are what reviewers use to verify event names, dimensions, optionality, value types, enum descriptions, and schema version.
  2. Choose stable event and dimension names. Do not include user content, local machine details, secrets, credentials, private paths, or values that are not part of the public event contract.
  3. Use only string, number, or boolean dimension values.
  4. Reuse a shared constant from constants.ts for enum-like dimensions when one exists. If the generated telemetry domain has values beyond a shared constant, keep the emitter aligned with the generated telemetry type.
  5. Keep emitters raw. Do not normalize, alias-map, or lowercase enum-like values in the client unless the generated contract explicitly calls for that emitted value.
  6. Add or update a typed helper in events.ts when the event is first-party and should have a stable helper API.
  7. Update tests for helper behavior, including raw pass-through for enum-like values when that is the intended boundary.
  8. Update this README only when the contributor workflow, source-of-truth pointers, or durable invariants change. Do not add an event catalog here.

Before opening a pull request, verify that the emitted code, typed helpers, and generated telemetry contract agree. If they disagree, fix the contract or code rather than documenting around the mismatch in this README.

For new first-party events that are not in the generated contract yet, follow the public proposal and promotion workflow in doc/TELEMETRY_WORKFLOW.md.

Retention

Retention windows are documented in retention.ts. Each event is assigned a retention class; the class determines the window in days. This is a housekeeping and query-cost concern managed by data-infra, not a schema concern — updating a retention window does not require a schema version bump.

Current classes:

Class Window Description
operational_enum_count 90 days Enum/boolean/count/bucket events. No token material, no PII.

When a new event carries only enums, booleans, counts, or coarse buckets and no token material or PII, assign it to operational_enum_count in EVENT_RETENTION_CLASS. If no existing class fits, define a new class in RETENTION_DAYS and document it here.