mirror of
https://github.com/paperclipai/paperclip.git
synced 2026-10-10 12:07:09 +02:00
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use legacy skills or native runner tools to work on tasks. > - Those agents can encounter friction that does not belong in the task thread. > - A complaint should preserve the raw reaction. A suggestion should describe an improvement. > - This pull request adds attributed local storage and both submission paths. > - Agents can submit feedback once and continue their primary work. ## Linked Issues or Issue Description **Subsystem affected** Server, database, shared contracts, runtime skills, and native runner tools. **Problem or motivation** Agents have no default internal channel for incidental complaints and suggestions. Sending this feedback through task comments adds noise and can alter task workflows. **Proposed solution** Store free-form feedback in the current instance database. Derive agent, run, company, and task attribution from active authority. Provide default legacy skills and provider-neutral native actions. Keep the instructions close to Warp's MIT-licensed originals. **Alternatives considered** Task comments and external Slack delivery add unwanted side effects. Mandatory suggestion fields and short editorial limits would discard useful feedback. This release has no listing API, UI, read tool, automatic triage, or external forwarding. **Roadmap alignment** This is a maintainer-requested addition to the existing runtime skills and runner tool paths. It does not duplicate a listed roadmap milestone. Searches for complaint tooling, suggestion-box, and agent commentary found no overlapping public PR or issue. ## What Changed - Add the company-scoped `agent_commentary` table, shared validation, and idempotent migration `0310`. - Add one transactional service and the agent-only POST route. Validate active authority before writes or replay. Redact known credentials. Commit a content-free audit with each new record. - Add `submit_complaint` and `submit_suggestion` to standard, ask, and planning modes. Keep review, revocation, and completion restrictions. Store replay identity on the commentary row. - Mount `complain` and `suggestion-box` by default for legacy agents. Bundle a dependency-free Node.js stdin helper in the operational skill and allow its POST through the sandbox bridge. - Preserve Warp's complaint voice and suggestion guidance, with attribution and local transport adaptations. Keep source attribution and MIT notices in each skill's LICENSE, outside runtime instructions. - Document custom-runtime HTTP use and database inspection. Add real-database tests and a repeatable live Codex smoke for local and Daytona execution. - Pin the lagging-source migration fixture before the identity-repair migration so later migrations preserve its regression coverage. ## Verification - Personally ran real Codex submissions in all four environments on 2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at 20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two rows with company, agent, run, and task attribution, wrote the continuation marker, exited zero, created no task comments, and left task status unchanged. Each recorded two content-free activity entries. - Daytona used production provider hooks, real remote execution and file transfer, the legacy queue callback bridge, and native private WebSocket ingress. The current Linux runner was built from `abf47b595`, staged, and verified against controller contracts. Both sandboxes were confirmed deleted. This is a focused feedback transport smoke; it does not claim full Runner E2E catalog or browser qualification. - The immutable base image and Linux binary digest are recorded in [the verification documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification). The smoke script can save content-free JSON evidence. No credentials or feedback bodies are in these reports. | Environment | Runner | Complaint row | Suggestion row | | --- | --- | --- | --- | | local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` | `3db2364d-3e15-4f47-846f-875d3902999d` | | local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` | `2d5abe17-dd41-403c-a5ee-4729f2d58921` | | daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` | `209681c9-d1e9-4ce1-999e-48fa07692389` | | daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` | `77c383d8-a997-49e5-a33e-25c70e15c0b2` | - Run the local check with `node cli/node_modules/tsx/dist/cli.mjs server/scripts/verify-agent-commentary-live.ts`. The documentation gives the Daytona invocation. Both use disposable instance databases and normal Codex provider usage. - Repository `pnpm -r typecheck` and `pnpm build` passed after the test extension. The build includes runner generation, contracts, and replay checks. The smoke scripts also passed a separate TypeScript check. The lagging-source migration regression passed. All equivalent current-head Vitest CI shards passed. The local monolithic `pnpm test:run` invocation was stopped after CI supplied that coverage; it did not complete locally. - Focused tests cover company isolation, spoofing, revoked credentials, stale ownership, post-finish rejection, concurrent replay, conflicting keys, atomic rollback, and deletion through existing services. Boundary tests cover empty text, Unicode, text beyond 8,000 characters, and the 524,288-character ceiling without truncation. Mounting tests cover Codex, Claude, and sandbox staging. Helper tests cover standalone Node execution, stdin, invalid UTF-8, redirects, HTTP failure, and its deadline. Privacy and bridge tests cover successful and rejected requests. - Instructions were compared with Warp's originals. MIT notices and source credits live only in LICENSE files. Native tools preserve truthful disclosure when asked, without routine announcements. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190) and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The later head found the migration-fixture assumption fixed in this update. On `8a4965164`, all 55 check contexts passed after one browser shard rerun. Its initial reviewer signoff failure also passed an isolated local browser run (1 test). Greptile scored that head 5/5 and identified one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with four passing tests and a passing smoke-script typecheck. Fresh CI is pending for this final test-only fix. No commentary production code changed during verification. ## Risks - Feedback is internally attributed. It is not anonymous. Existing redaction removes known credentials, but agents must still omit sensitive content. Normal provider transcripts can include their submitted arguments. - Default skill availability changes for existing legacy agents. Runtime policy filtering still applies. The helper uses the existing Node.js runtime with no extra dependencies; custom runtimes can call the HTTP endpoint. - Feedback is removed with its run, agent, or company. Task deletion clears only the issue pointer. Normal database backups include the table. - The migration is additive and has no backfill. Writes serialize on the active run for replay consistency. No server suggestion quota is imposed. ## Model Used OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a reported 258,400-token context window. Capabilities used: repository inspection, code execution, and live runtime verification. No subagents were used. ## 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 - [ ] All Paperclip CI gates are green - [ ] 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>
620 lines
35 KiB
Markdown
620 lines
35 KiB
Markdown
# Database
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Paperclip uses PostgreSQL via [Drizzle ORM](https://orm.drizzle.team/). There are three ways to run the database, from simplest to most production-ready.
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## 1. Embedded PostgreSQL — zero config
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If you don't set `DATABASE_URL`, the server automatically starts an embedded PostgreSQL instance and manages a local data directory.
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```sh
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pnpm dev
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```
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That's it. On first start the server:
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1. Creates a `~/.paperclip/instances/default/db/` directory for storage
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2. Ensures the `paperclip` database exists
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3. Runs migrations automatically for empty databases
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4. Starts serving requests
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Data persists across restarts in `~/.paperclip/instances/default/db/`. To reset local dev data, delete that directory.
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If you need to apply pending migrations manually, run:
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```sh
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pnpm db:migrate
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```
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When `DATABASE_URL` is unset, this command targets the current embedded PostgreSQL instance for your active Paperclip config/instance.
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Issue reference mentions follow the normal migration path: the schema migration creates the tracking table, but it does not backfill historical issue titles, descriptions, comments, or documents automatically.
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To backfill existing content manually after migrating, run:
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```sh
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pnpm issue-references:backfill
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# optional: limit to one company
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pnpm issue-references:backfill -- --company <company-id>
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```
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Future issue, comment, and document writes sync references automatically without running the backfill command.
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This mode is ideal for local development and one-command installs.
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Docker note: the Docker quickstart image also uses embedded PostgreSQL by default. Persist `/paperclip` to keep DB state across container restarts (see `doc/DOCKER.md`).
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## 2. Local PostgreSQL (Docker)
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For a full PostgreSQL server locally, use the included Docker Compose setup:
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```sh
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docker compose up -d
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```
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This starts PostgreSQL 17 on `localhost:5432`. Then set the connection string:
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```sh
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cp .env.example .env
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# .env already contains:
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# DATABASE_URL=postgres://paperclip:paperclip@localhost:5432/paperclip
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```
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Run migrations:
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```sh
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DATABASE_URL=postgres://paperclip:paperclip@localhost:5432/paperclip \
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pnpm db:migrate
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```
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Start the server:
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```sh
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pnpm dev
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```
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## 3. Hosted PostgreSQL (Supabase)
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For production, use a hosted PostgreSQL provider. [Supabase](https://supabase.com/) is a good option with a free tier.
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### Setup
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1. Create a project at [database.new](https://database.new)
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2. Go to **Project Settings > Database > Connection string**
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3. Copy the URI and replace the password placeholder with your database password
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### Connection string
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Supabase offers two connection modes:
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**Direct connection** (port 5432) — use for migrations and one-off scripts:
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```
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postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
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```
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**Connection pooling via Supavisor** (port 6543) — use for the application:
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```
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postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:6543/postgres
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```
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### Configure
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For the application runtime, use a direct PostgreSQL connection unless the database client has explicit prepared-statement configuration for your pooling mode:
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```sh
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DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
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```
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If you later run the app with a pooled runtime URL, set `DATABASE_MIGRATION_URL` to the direct connection URL. Paperclip uses it for startup schema checks/migrations and plugin namespace migrations, while the app continues to use `DATABASE_URL` for runtime queries:
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```sh
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DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:6543/postgres
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DATABASE_MIGRATION_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
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```
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If your hosted database requires transaction-pooling-only connections (pgbouncer transaction mode, Supavisor port 6543, Neon `-pooler` endpoints), set `DATABASE_PREPARED_STATEMENTS=false` so the client does not rely on session-scoped prepared statements, and keep `DATABASE_MIGRATION_URL` on a direct connection. Do not edit database client source files as part of deployment setup.
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### Client tuning (optional)
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All of these are optional; when unset, the driver defaults apply and behavior is unchanged — typical self-hosted setups need none of them:
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```sh
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DATABASE_PREPARED_STATEMENTS=false # required for transaction-mode poolers; default: enabled
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DATABASE_POOL_MAX=25 # connection pool size; default: 10
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DATABASE_IDLE_TIMEOUT_SECONDS=60 # close idle pooled connections; default: 60 (0 = keep open)
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DATABASE_CONNECT_TIMEOUT_SECONDS=10 # default: 30
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DATABASE_MAX_LIFETIME_SECONDS=1800 # recycle a pooled connection after this long; default: 30-60 min (random)
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DATABASE_APPLICATION_NAME=paperclip # application_name in pg_stat_activity; default: paperclip
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```
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### Push the schema
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```sh
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# Use the direct connection (port 5432) for schema changes
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DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@...5432/postgres \
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pnpm db:migrate
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```
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### Free tier limits
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- 500 MB database storage
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- 200 concurrent connections
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- Projects pause after 1 week of inactivity
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See [Supabase pricing](https://supabase.com/pricing) for current details.
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## Connection loss and retries
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The database client does not replay arbitrary statements after a disconnect.
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PostgreSQL may have committed a statement before the connection loses its
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response. The postgres.js message `write CONNECTION_CLOSED` does not prove
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that the statement was never sent: the driver also uses it when an in-flight
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query loses its connection. SQL text cannot establish replay safety either;
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a `SELECT` can call a function with side effects.
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The affected operation fails and a new operation can reconnect through the
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pool. Callers may retry only when the complete operation is idempotent or has
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a durable receipt that prevents duplicate effects. Some transient statement
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failures therefore reach the caller instead of being retried automatically.
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When a database connection closes, its transaction fails. Paperclip does not
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replay that transaction. New requests can use a fresh connection from the pool.
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Queries from the failed transaction must keep failing, even after the pool
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reconnects.
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Source builds carry `patches/postgres@3.4.9.patch` for this behavior. It rejects
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queued and later queries from a disconnected transaction or reserved connection,
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and prevents a released, closed connection from returning to the open pool.
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The patch covers both ESM and CommonJS. The regression suite terminates real
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PostgreSQL backends and checks rejection, pool recovery, and transaction isolation.
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Remove the patch when an upstream release passes these tests. Installs of the
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unmodified `postgres` package outside this workspace do not include the patch.
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Trusted-header actor synchronization retries transient connection failures,
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including `CONNECT_TIMEOUT`, at most twice. This retry applies only to the
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idempotent actor synchronization operations, not arbitrary transactions. A
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persistent outage still fails the request after the bounded retries; each
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connection attempt remains subject to the configured database connect timeout.
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The dashboard's company lookup, agent and task counts, pending approval count,
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monthly spend, and run activity aggregate each retry these connection errors
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at most twice. The heartbeat run list and base issue lookup by UUID or identifier
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use the same bounded retries. Each callback is read-only and rebuilds its query
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for each attempt. A failed read does not replay completed reads, the budget
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workflow, or issue label and watchdog enrichment. Missing resources,
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authentication errors, and other database errors retain their usual behavior.
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This does not enable general SQL replay or retry a full request.
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The task run list also opts its execution-status projection into these bounded
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retries. Each of its four read-only lookups rebuilds only the failed query;
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completed lookups and the separate liveness backfill are not replayed. Projection
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callers that use a transaction retain single-attempt reads. The opt-in is only
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for a pooled database handle outside a transaction.
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## Execution identity row locks
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Identity initialization, credential acquisition, and steering reconciliation lock
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the task before its run. These operations use `FOR NO KEY UPDATE`: they change
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identity state, not parent keys. The lock still serializes identity writers and
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blocks concurrent task or run updates. It allows audit inserts to retain their
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foreign-key `KEY SHARE` locks without waiting on identity acquisition. The audit
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foreign keys and their deletion behavior remain enforced.
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## Switching between modes
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The database mode is controlled by `DATABASE_URL`:
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| `DATABASE_URL` | Mode |
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| Not set | Embedded PostgreSQL (`~/.paperclip/instances/default/db/`) |
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| `postgres://...localhost...` | Local Docker PostgreSQL |
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| `postgres://...supabase.com...` | Hosted Supabase |
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Your Drizzle schema (`packages/db/src/schema/`) stays the same regardless of mode.
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## Migration authoring checklist
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The 0126 issue comment attribution backfill showed the failure mode this checklist is meant to prevent: each batch looked for the next rows with an unindexed predicate, so PostgreSQL repeatedly scanned the same table and the migration became O(n²) as the table grew.
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When authoring migrations or one-time backfills:
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- Create the supporting index for the batch predicate before the backfill loop runs.
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- Bound batches by an indexed key, such as an id range or keyset pagination cursor. Do not use `OFFSET` pagination or a query shape that re-scans already-visited rows each batch.
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- Avoid unbounded full-table `UPDATE` or `DELETE` statements. Add a selective predicate and process rows in bounded batches when table size can be large.
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- Use `CREATE INDEX CONCURRENTLY` for large existing tables when the migration can run outside a transaction and must avoid long write locks.
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- Split schema changes, index creation, and data backfill into separate phases so each step has clear locking and rollback behavior.
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- Treat the `check:migrations` CI gate as the enforcement backstop for these rules. If it flags a migration, rewrite the migration or add a suppression comment with the indexed predicate, batch bound, and reason the remaining scan is safe.
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## Migration snapshots
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`drizzle-kit generate` diffs `packages/db/src/schema/` against the newest snapshot in `packages/db/src/migrations/meta/`. That snapshot must describe the schema that every migration produces when they run in order. A snapshot that drifts from the schema makes the *next* migration wrong, because `generate` folds the drift into it. The drift can add a column that an earlier migration already created, which makes that migration fail on a fresh database. It can also drop a column that the schema still uses.
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- Create every migration with `pnpm --filter @paperclipai/db generate`. Do not hand-write a snapshot.
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- Do not hand-edit a snapshot to resolve a merge conflict. Renumber your migration and run `generate` again, as `packages/db/.gitattributes` describes.
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- The repo keeps only the newest 5 snapshots. `generate` runs `prune:snapshots` afterwards to delete older ones. Drizzle only reads the newest snapshot, and each snapshot is a full copy of the schema (over 1 MB each). Older snapshots are still in git history.
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- `packages/db/src/migration-snapshot-drift.test.ts` is the enforcement backstop. It repeats the diff that `generate` performs and fails when the newest snapshot no longer matches `packages/db/src/schema/`.
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## Cloud runtime identity singleton
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The private `instance_settings` row whose singleton key is
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`cloud-runtime-identity/v1` records the immutable Cloud stack id, warm-pool
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claim id, previous pool origin, canonical origin, and stack slug accepted from
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Cloud's signed pre-activation assertion. It is separate from the normal
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`default` settings row and never appears in the settings API. This is
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intentionally instance-scoped rather than company-scoped: an instance has one
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public identity, and the existing unique singleton-key index makes concurrent
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or later attempts to replace it fail closed. The server loads the row before
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constructing URL-dependent runtime services on every boot.
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### Unclaimed Cloud warm standby
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`PAPERCLIP_CLOUD_WARM_STANDBY=1` is an opt-in control-plane marker for an
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unclaimed warm application. It requires Cloud configuration, a stack identity,
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and runtime identity verification keys. After restoring the durable identity,
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startup checks once for company data. Existing companies or a persisted claim
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keep the application fully active. A failed database check fails startup.
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An empty unclaimed application keeps its HTTP server and sandbox plugins ready,
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but skips recurring database work: chat/email delivery, plugin jobs, browser
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cleanup, feedback export, import cleanup, execution reconciliation, heartbeat
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schedules, and automatic backups. Startup migrations, plugin installation, and
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other one-time preparation still run. Normal anonymous health probes return
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`warmStandby: true` without SQL or session lookups. This is application liveness,
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not a current database connectivity check. Other API requests and WebSocket upgrades return 503 until
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the signed claim succeeds. Page and asset requests serve only the static UI
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router, bypassing session, bearer-key, tenant, and other dynamic handlers.
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The existing signed claim on `GET /api/health` writes the identity durably before
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normal requests and polling resume. No polling discovers claims and no process
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restart is required. Timers resume on their next normal tick; request-driven
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work can proceed immediately. Claim failure leaves standby intact. A restart
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restores the claim even if provider environment alignment has not completed.
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Deleting a claimed workspace's last company never puts it back into standby.
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Deploy support before enabling the marker. Validate idle database transactions
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and health probes, claim/bootstrap latency, recurring work after claim, and a
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restart with stale provider variables on an isolated warm application first.
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Rollback by setting the marker to `0` and restarting. No schema changes are
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required. This mechanism does not sleep claimed workspaces or replace a durable
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scheduler for their background work.
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## Resource membership tables
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Paperclip stores current-user sidebar membership state in:
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- `project_memberships`
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- `agent_memberships`
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These rows are company-scoped and user-scoped. A missing row means the user is joined, so existing users keep seeing projects and agents in the sidebar until they explicitly leave them. Rows only control sidebar visibility; they do not affect project/agent detail access, all-pages, selectors, assignment flows, or existing company permissions.
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Both tables use a unique key on `(company_id, user_id, resource_id)` and keep `state` as `joined` or `left`. Join/leave mutations are idempotent board-user `/me` operations and write activity entries when the effective state changes.
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## Decision training snapshot retention
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`decision_training_examples` stores a point-in-time copy of an issue, its comments, relevant runs, and the selected decision. Each row carries the `scrub_deleted_comments_v1` retention policy marker, and JSONL exports include that marker alongside the snapshot.
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- Deleting a captured source comment transactionally replaces that comment in every affected snapshot with a content-free redaction tombstone. The original body, presentation, and metadata are not retained in the training record.
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- Deleting an issue deletes its decision-training examples through the `issue_id` foreign-key cascade.
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- Deleting a training example deletes only that example and does not mutate the source issue.
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This policy makes training exports self-describing while keeping the decision record usable after a comment deletion without retaining content the author removed.
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## Decision queues and triage provenance
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The decisions desk stores queue membership, decide-by/snooze state, and retention state in `decision_queues`, `decision_queue_items`, `decision_triage`, and `decision_retention`. These sidecars use the stable attention identity `(source_kind, source_id)` so all attention source kinds can participate without copying source titles, bodies, projects, or other visibility-sensitive data.
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`decision_triage_events` is append-only history for queue and triage changes. Current rows and history both carry server-derived user/agent, heartbeat run, API-key, and responsible-user attribution where applicable. Queue reads must resolve and authorize their source rows at read time; a sidecar row is never a visibility grant.
|
|
|
|
Triage writes serialize on the company and attention-source identity so concurrent partial updates preserve both fields and produce monotonic history versions.
|
|
|
|
`decision_retention` tracks the last observed source `activityAt`, Keep, reversible archive provenance, and monotonic source/archive versions. `decision_archive_notification_outbox` has a unique key over company, source identity, archive version, and immutable origin agent so repeated sweeps cannot enqueue duplicate notifications; delivery claims are retryable and coalesced per agent.
|
|
|
|
## Native runner persistence
|
|
|
|
Native runner state is additive to the existing heartbeat tables. Every existing
|
|
`heartbeat_runs` row defaults to `runtime_mode = 'legacy'`; adding these columns
|
|
does not select the native runtime or start a runner process. Native execution can
|
|
record its resolved runtime profile, provider session, driver, completion
|
|
contract, durable event cursor, and finalization phase on the run when a later
|
|
rollout explicitly selects it.
|
|
|
|
`completion_contracts`, `native_run_results`, `native_run_finalizations`,
|
|
`work_assessments`, `status_decisions`, and `status_decision_effects` form the
|
|
append-oriented evidence and status-decision chain. Unique fingerprints,
|
|
versions, ordinals, and idempotency keys make retries deterministic. Composite
|
|
foreign keys bind every contract, result, assessment, decision, effect, and
|
|
finalization to one company, issue, and run. The database rejects mixed-owner
|
|
evidence even when every referenced ID exists. Native source identities on
|
|
`heartbeat_run_events` are nullable so legacy events remain readable without
|
|
rewriting historical rows. Per-run native source identifiers are unique, while
|
|
the existing legacy sequence behavior remains unchanged. The hidden native
|
|
coordinator serializes on its bound `heartbeat_runs` row, allocates
|
|
`next_event_seq`, and commits a validated PRP event before the transport sends
|
|
its cumulative ACK. Byte-equivalent source retries return the existing cursor;
|
|
gaps and conflicting replays fail closed. Accepted structured results enter the
|
|
finalization ledger, whose retry time and owner lease are checked under a row
|
|
lock. None of these writes selects a runtime or changes a legacy run's execution
|
|
path.
|
|
|
|
Durable agent session goals are an additive projection on
|
|
`agent_task_sessions`, distinct from the business-goal hierarchy. The row stores
|
|
the negotiated goal capability, normalized snapshot and status, desired state,
|
|
provider source cursor, monotonic projection revision, and observation time.
|
|
`agent_session_goal_actions` is the control outbox: `(session_id, request_id)`
|
|
is unique, so retries return the original accepted action. Provider source
|
|
ordering fences duplicate and stale updates, and a cleared projection retains
|
|
its revision/cursor tombstone so an older provider event cannot resurrect it.
|
|
|
|
Issue `status_version` advances only when `status` changes. The JavaScript backup
|
|
path includes user-defined functions and triggers so a restored database keeps
|
|
that invariant. Removing or disabling a future native rollout flag must not
|
|
delete these records; persisted experimental runs remain available for recovery
|
|
and inspection.
|
|
|
|
`native_run_finalizations` also stores restart ownership and recovery state.
|
|
The controller owner is a server boot id, PID, operating-system process-start
|
|
timestamp, and monotonically increasing controller generation. Recovery writes
|
|
its correlated request id, current state, and a bounded JSON history. A
|
|
successor can take the lease immediately only when coordinated handoff or PID
|
|
and process-start evidence proves the prior controller is gone, or when the
|
|
lease expires. Recovery generation changes do not increment the independent
|
|
provider-attempt counter.
|
|
|
|
## Chat communication snapshots
|
|
|
|
Chat communication guidance uses two additive columns: endpoint
|
|
`communication_instructions` defaults to empty, and conversation
|
|
`communication_guidance` holds the immutable initial task snapshot. Existing
|
|
conversations retain a null snapshot; there is no backfill that changes an
|
|
ongoing conversation. New Slack tasks receive built-in guidance even when the
|
|
endpoint has no additional instructions.
|
|
|
|
## Telegram private draft identities
|
|
|
|
`chat_telegram_draft_ids` is a content-free, instance-wide PostgreSQL sequence,
|
|
not a company-owned record. Telegram's native Stop callback carries a draft ID
|
|
but no actor or Paperclip generation. IDs therefore must not be recycled when
|
|
a transaction rolls back or an endpoint/company is deleted and its bot is
|
|
connected again. The sequence allocates positive 31-bit IDs without cycling;
|
|
exhaustion refuses new draft allocation rather than wrapping or falling back to
|
|
random IDs. Never reset it as part of chat cleanup.
|
|
|
|
The matching `chat_actions` entry remains company/endpoint-scoped and binds the
|
|
draft to its exact conversation, publication attempt, runtime, credential and
|
|
approved text. Stop can suppress that private draft's final publication; it
|
|
cannot cancel a task or model run. Logical backups preserve the sequence, but
|
|
restoring an older database may roll back its high-water mark: disaster recovery
|
|
must not assume stale provider Stop events are safe to reuse. That restore
|
|
boundary is not qualified by the rollback/concurrency regression.
|
|
|
|
## Attachment upload provenance
|
|
|
|
`issue_attachments.originating_run_id` records server-derived run attribution at
|
|
upload time. It is not writable through attachment or work-product update APIs.
|
|
Legacy attachments and uploads without a registered run keep a null value; the
|
|
migration deliberately does not infer attribution from mutable work products.
|
|
Deleting the originating run clears the reference and fails closed for automatic
|
|
chat handoff. An agent's external file selection must match the attachment's
|
|
company, task, agent, and originating run. Editing or recreating a work-product
|
|
record cannot reassign that authority to a later run.
|
|
|
|
## Question-response delivery receipts
|
|
|
|
`issue_question_response_deliveries` is the retry-safe, content-free outbox for
|
|
answered `ask_user_questions` interactions. Its unique interaction and correlation
|
|
indexes enforce one causal delivery per response. It records source and target
|
|
run/turn ids, payload digest, attempt/acknowledgement state, and one of `steered`,
|
|
`coalesced`, or `wake_fallback`; answer content remains only in
|
|
`issue_thread_interactions.result`. Deleting the interaction cascades its receipt,
|
|
while deleting a referenced run clears that run pointer without deleting history.
|
|
|
|
## Plugin database namespaces
|
|
|
|
The plugin runtime tracks plugin-owned database namespaces and migrations in `plugin_database_namespaces` and `plugin_migrations`. Hosted deployments that separate runtime and migration connections should set `DATABASE_MIGRATION_URL`; plugin namespace migration work uses the migration connection when present.
|
|
|
|
## Backups
|
|
|
|
Paperclip supports automatic and manual logical database backups. These dumps include
|
|
non-system database schemas such as `public`, the Drizzle migration journal, and
|
|
plugin-owned database schemas. See `doc/DEVELOPING.md` for the current
|
|
`paperclipai db:backup` / `pnpm db:backup` commands and backup retention
|
|
configuration.
|
|
|
|
Database backups do not include non-database instance files such as local-disk
|
|
uploads, workspace files, or the local encrypted secrets master key. Back those paths
|
|
up separately when you need full instance disaster recovery.
|
|
|
|
## Secret storage
|
|
|
|
Paperclip stores secret metadata and versions in:
|
|
|
|
- `user_secret_definitions`
|
|
- `user_secret_declarations`
|
|
- `company_secrets`
|
|
- `company_secret_versions`
|
|
- `company_secret_bindings`
|
|
- `secret_access_events`
|
|
|
|
Company secrets use `company_secrets.scope = 'company'` and are bound directly
|
|
through `company_secret_bindings`. User-specific secrets reuse the same provider
|
|
and version storage, but each value is a `company_secrets.scope = 'user'` row
|
|
with `owner_user_id` and `user_secret_definition_id` set. Definitions describe
|
|
the reusable company-level slot, declarations record where `user_secret_ref`
|
|
bindings are required, and the concrete value is selected later for the
|
|
responsible user.
|
|
|
|
Secret-aware env bindings are supported by agents, projects, and routines. Routine env lives in `routines.env`, is captured in `routine_revisions.snapshot`, and routine dispatches store `routine_runs.routine_revision_id` so runtime secret resolution uses the env snapshot that existed when the run was created. Routine secret refs bind with `target_type = 'routine'`, `target_id = routines.id`, and `config_path` values under `env.*`.
|
|
|
|
For local/default installs, the active provider is `local_encrypted`:
|
|
|
|
- Secret material is encrypted at rest with a local master key.
|
|
- Default key file: `~/.paperclip/instances/default/secrets/master.key` (auto-created if missing).
|
|
- CLI config location: `~/.paperclip/instances/default/config.json` under `secrets.localEncrypted.keyFilePath`.
|
|
- Backup/restore requires both the database metadata and the local master key file; either artifact alone is insufficient.
|
|
- The server best-effort enforces `0600` key file permissions and provider health reports permission warnings.
|
|
- User-scoped values use the same local encrypted provider path. Database
|
|
backups preserve definitions, declarations, owner metadata, version metadata,
|
|
and access events, but restored user-scoped values are decryptable only when
|
|
the matching local master key is restored with the database.
|
|
|
|
Optional overrides:
|
|
|
|
- `PAPERCLIP_SECRETS_MASTER_KEY` (32-byte key as base64, hex, or raw 32-char string)
|
|
- `PAPERCLIP_SECRETS_MASTER_KEY_FILE` (custom key file path)
|
|
|
|
Strict mode to block new inline sensitive env values:
|
|
|
|
```sh
|
|
PAPERCLIP_SECRETS_STRICT_MODE=true
|
|
```
|
|
|
|
You can set strict mode and provider defaults via:
|
|
|
|
```sh
|
|
pnpm paperclipai configure --section secrets
|
|
```
|
|
|
|
Inline secret migration command:
|
|
|
|
```sh
|
|
npx paperclipai secrets migrate-inline-env --company-id <company-id> --apply
|
|
|
|
# direct database maintenance fallback
|
|
pnpm secrets:migrate-inline-env --apply
|
|
```
|
|
|
|
Hosted AWS provider notes live in [SECRETS-AWS-PROVIDER.md](./SECRETS-AWS-PROVIDER.md).
|
|
|
|
### Persistent agent conversations
|
|
|
|
Migration `0274_agent_chat.sql` adds conversation identity/state and session generation/boundary columns to `issues`, plus idempotent client request IDs and processed session-boundary generations to `issue_comments`. The company/agent/user unique index resolves concurrent first writes to one issue. A check constraint preserves the assigned-agent identity and prevents terminal conversation status. Comment request IDs are unique per issue and user. There is no separate chat/message store. Provider sessions continue to use `agent_task_sessions`; `/new` removes only the matching conversation session, and session writers fence stale generations against the issue row.
|
|
|
|
## Resource lifecycle events
|
|
|
|
`resource_lifecycle_events` records content-free lifecycle hooks in the same
|
|
transaction as the resource change. Hired agents and new projects emit `create`.
|
|
Pending hires emit creation only when `activatePendingApproval` succeeds.
|
|
Rejected hires emit termination without creation. Agents created as terminated
|
|
emit no creation event. Capture is generic and works on self-hosted and managed
|
|
instances; recording an event does not authorize a provider operation.
|
|
|
|
A partial unique `(company_id, resource_type, resource_id)` index deduplicates
|
|
creation. Each actual agent pause, resume, or termination appends another event,
|
|
including budget actions and generic status updates. The agent row stays locked
|
|
until status and event commit, so concurrent repeat requests emit one hook.
|
|
Project edits and workspace additions, updates, and removals append `update`.
|
|
Repository replacement emits one aggregate update; project creation with repositories
|
|
emits only creation. Project mutations hold the project row lock until their record
|
|
commits. An active-to-archived transition emits `archive`; restoring an archived
|
|
project emits `update`. Repeat archive or restore requests emit no new status
|
|
record. An edit combined with archive emits `update` followed by `archive` in
|
|
the same transaction. Archiving preserves workspace records and authorizes no
|
|
provider cleanup.
|
|
Termination commits API-key revocation in that same transaction.
|
|
Hire approval and rejection commit with agent activation or termination, so a
|
|
failed event write leaves the decision pending and retryable.
|
|
|
|
Creation is delivered first for each resource, including a backfilled creation
|
|
whose ID is newer than earlier captured transitions. The remaining events follow
|
|
numeric ID order. Plugin delivery
|
|
must enforce company scope, preserve resource order, and track acknowledgments
|
|
per plugin. A global high-water mark can skip transactions that have not yet
|
|
committed; it is not a safe delivery cursor. The journal stores only identity,
|
|
action, and timestamps, not repository snapshots, credentials, provider config,
|
|
or resource health. Company deletion cascades to its events. Resource deletion
|
|
retains events, so consumers must revalidate existence and eligibility and load
|
|
current authorized repository data. A termination hook does not authorize
|
|
provider cleanup without the plugin's own authorization and retention policy.
|
|
|
|
Migration `0309_loving_the_hood.sql` seeds a one-time current-state baseline before
|
|
plugin delivery is available. It records creation for existing hired agents and
|
|
all projects, including archived projects. Pending hires stay behind approval.
|
|
Paused and terminated agents receive missing final status intents. A partial
|
|
journal ending at pause receives resume when the current agent is running.
|
|
Archived projects receive missing archive intents. A partial journal ending at
|
|
archive receives update when the current project is active.
|
|
Existing records remain intact, and rerunning the baseline does not duplicate it.
|
|
The migration also repairs the journal ID generator in older JavaScript restores
|
|
that lost identity metadata, starting above existing IDs. New JavaScript backups
|
|
preserve identity generation, sequence options, and sequence progress.
|
|
Resource writes wait for the migration transaction to commit. These records
|
|
represent current desired state, not reconstructed historical transitions.
|
|
There is no later or runtime journal backfill. Plugins use `ctx.events.listLifecycle(companyId, limit?, afterId?)` and
|
|
`ctx.events.acknowledgeLifecycle(companyId, eventId)` with `events.subscribe`.
|
|
The host requires a matching company invocation (or configured-company proactive
|
|
access) and a ready plugin enabled for that company.
|
|
`plugin_lifecycle_acknowledgments` stores progress independently
|
|
for each plugin and event; plugin and event deletion cascade acknowledgments.
|
|
Reads return creation first, then the earliest unacknowledged transition for each resource, up to 100
|
|
resources. Acknowledging a later event is rejected. Reads never consume work, so
|
|
crashes, retries, and restarts cannot lose a hook; concurrent reads can repeat an
|
|
event. There is no global cursor or runtime backfill scan. Consumers must serialize their
|
|
processing and make provider operations idempotent before acknowledging success.
|
|
Retention and provider integration remain separate work.
|
|
|
|
Lifecycle polls can page past failed resources using the last returned event id as
|
|
`afterId`. Reset `afterId` at the start of every polling sweep: it is a page
|
|
cursor, never a persisted high-water mark. This retries failures and includes
|
|
transactions that commit later with lower ids.
|
|
|
|
## Legacy controller ownership
|
|
|
|
Legacy run claims atomically record `controller_boot_id`, a database-clock
|
|
`controller_lease_expires_at`, and `execution_stage` before workspace provisioning.
|
|
The lease renews independently of output. A different container must not infer
|
|
controller death from its own process map or numeric PIDs. Expiration grants
|
|
cleanup authority; it does not prove that remote inference has stopped. Recovery
|
|
revokes the previous boot identity with a conditional update. Its own claim also
|
|
expires so another sweep can finish cleanup after a restart. Historical rows keep
|
|
null ownership fields and follow the previous recovery path.
|
|
|
|
## Agent file persistence and legacy revisions
|
|
|
|
Managed agent files are current filesystem contents, using the same persistent
|
|
instance storage as other workspaces. `agent_instruction_revisions` and
|
|
`agent_instruction_heads` are retained as read-only upgrade input. Their heads
|
|
are adopted once into the managed directory; new saves never append revisions.
|
|
`agent_instruction_working_copies` holds per-run baseline hashes, state, and
|
|
capture receipts. New receipts identify `paperclip.agent-files.v1`; historical
|
|
rows retain the instruction-only format. Completed directory runs discard their
|
|
baseline and private copies. See [Persistent agent files](agent-files.md).
|
|
|
|
## Large API response snapshots
|
|
|
|
`assets.byte_size` uses PostgreSQL `bigint` so saved responses and byte ranges can
|
|
exceed 2 GiB. The API and Drizzle mapping continue to expose a JavaScript number;
|
|
response readers validate safe integer offsets. The type-widening migration
|
|
rewrites the asset metadata table and needs an exclusive table lock. File bytes
|
|
remain in local or object storage.
|
|
|
|
### Runner API response reservations
|
|
|
|
`runner_api_response_reservations` holds company-scoped API snapshot reservations.
|
|
Before a capture spills, the server locks company admission and counts stored
|
|
`runner-api` assets plus unattached reservations against a 20 GiB default quota.
|
|
A committed asset replaces its reservation in that total. The asset foreign key
|
|
cascades on deletion, while deleting a run sets `run_id` to null so an orphan
|
|
reservation cannot silently disappear. Failed cleanup or an ambiguous storage
|
|
write requires operator reconciliation before an unattached reservation is
|
|
removed. The table stores no response bodies. See `doc/runner-api-tools.md` for
|
|
limits and the operator override.
|
|
|
|
## Internal agent commentary
|
|
|
|
`agent_commentary` stores company-scoped, attributed complaints and suggestions
|
|
as free-form text in the instance database. Legacy agents use the default
|
|
`complain` and `suggestion-box` runtime skills; native runs use dedicated tools
|
|
in standard, ask, and planning modes. Submission never changes task disposition
|
|
or routes feedback externally. See [Agent commentary](agent-commentary.md) for
|
|
authentication, replay, document-sized limits, inspection, and deletion semantics.
|
|
|
|
## Agent identity keys and backups
|
|
|
|
`agent_identity_keys` stores one encrypted Ed25519 identity per agent. Its migration
|
|
creates schema only: existing agents provision on their next managed run. Public
|
|
reads and server startup do not provision them. Normal backups preserve identity
|
|
rows and need the matching secrets master key for recovery. Both development seed
|
|
modes omit identity rows, including with live-work preservation, so copied agents
|
|
get fresh identities. See [Agent cryptographic identity](AGENT-IDENTITY.md).
|