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PaperClipAI/maps/agent-access-map/execution-environments.md
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DottaandPaperclip 09ad9adce2 feat(server): adopt running remote agents through durable controller checkpoints (#17439)
## Thinking Path

> - Paperclip must keep admitted remote work alive while its main server
is replaced.
> - Runner owns recovery mechanics and exposes opaque checkpoints
through #17097.
> - The server owns company scope, encryption, Stop, tool authority and
execution ownership.
> - A successor must prove current ownership before it adopts the
original execution.
> - Checkpoint bursts must also leave capacity for normal requests and
lease renewal.
> - This PR persists and adopts that authority through the existing
runtime boundaries.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remote agents retain the original execution during a bounded main-server
outage.

**Current behavior**

A server restart can lose the controller's local state and connection.
An unsafe replacement could repeat a turn or an uncertain mutation.
Checkpoint writes in the request pool can also delay ordinary requests
during an aligned burst.

**Proposed behavior**

Restore encrypted control records from Postgres and adopt the original
runner under a fenced lease. Recover known tool receipts through current
tool authority. Give control checkpoints a shared pool capped at two
connections per database owner.

Depends on #17097. Successors are #17455 and #17456. Qualification and
presentation remain separate review slices.

## What Changed

- Add company/run-bound encrypted checkpoint records and migration 0394.
Keep the SQL idempotent after renumbering against current master.
- Recover startup and expired ownership through native runtime and
heartbeat. Preserve the sandbox lease, admitted runner artifact, harness
configuration, native session and active turn.
- Keep Stop, finalization, preparation ownership and stale-writer
fencing transactional. Preserve graceful detach and natural crash
takeover.
- Recover committed tool receipts through the existing authority.
Reauthorize reads and hold uncertain mutations.
- Bound startup retention with the existing coordinator and preserve
zero idle scans.
- Share at most two checkpoint connections per database client. Keep
application and liveness capacity separate. Close the checkpoint pool
during shutdown; late writes cannot reopen it.
- Count SQL across both application and checkpoint clients. Prove
request/liveness progress, command recovery and failure after pool
shutdown with real Postgres.

## Verification

Project creation recovery now uses the existing project activity receipt
owner. It retains authenticated input normalization, fingerprint checks
and current run authority after the receipt lock. An absent receipt
returns no result before mutation. The new lost-HTTP-response and
no-effect regression uses real API routes and Postgres. The seven
transport cases pass locally. This Mac skips all 20 database cases. On
current source `5de803c2cd`, Linux [job
122593415890](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415890)
executes all 20 project-tool cases successfully (9.480 seconds),
including the committed-project lost-response regression. Its shard
passes 1,627 cases with three unrelated skips. Server typecheck passes.
The transport regression initially has two failures; a subsequent
incorrect expectation about schema defaults was corrected before the
final pass. Ordinary execution adds no checkpoint writes or recurring
work.

Current candidate `5de803c2cd` includes the project-creation receipt
recovery fix and master `2cd747d1b6`. Migration 0394 retains the prior
idempotent checkpoint DDL. Every master SQL file and journal entry is
preserved. Snapshots 0390–0394, migration checks and server typecheck
pass.

The ordinary warm-turn regression fails on its second turn before
`a219ab51ad`. After correction, three completed warm turns select the
correct prior checkpoint and preserve the original session. All 288
provider-wiring cases pass. The control plane, external persistence
callback, identity rotation and filesystem are real; the backend and
database-load seam are scripted. The 13 warm admission/configuration
variants also pass after final master integration. This does not qualify
an underlying harness.

At current source `5de803c2cd`, Linux [job
122593415907](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415907)
passes all 940 native-session-executor cases (61.431 seconds), including
the warm external-checkpoint behavior; the shard passes 2,358 cases with
one skip. Current [Runner job
122593415475](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415475)
passes the native recovery lane: 115 passes and five container-only
skips, including the encrypted restore guard, fresh preparation (63.189
seconds), blocked claim lock (1.226 seconds) and recovery beyond 101
blocked owners (3.897 seconds). The first lane passes 2,215 cases with
one skip. The SQL cost test reports zero idle and streaming SQL for both
output volumes; this is component evidence, not a production capacity
claim. At prior candidate `1ff7bb44f4`, Linux job 122549307215 passes
all 938 native-executor cases, including the three-turn
external-checkpoint regression. Job 122549306469 passes the native
recovery lane with 115 passes and five container-only skips, including
the encrypted-restore session guard, fresh preparation (63.664 seconds),
claim-lock contention (3.961 seconds), and 101-owner recovery (3.824
seconds). This Mac skips the real-Postgres suite. The earlier full local
executor attempt has 921 passes and 16 failures during embedded-Postgres
initialization before assertions. The original fixture collisions and
their corrections remain recorded.

At earlier candidate `8fbe62b41d`, server shard job 122535673841 has
3,876 passes, one failure and one skip in an unchanged expiry-worker
retry/drain timing test. The same server/database tree on qualification
source `b64cac6951` passes all 20 expiry cases and all 3,877 shard
cases. The single diagnostic retry, job 122541891915, passes all 20
expiry cases and all 3,877 shard cases (one skip). No assertion was
weakened. The original failure remains recorded and its exact timing
race is not proven. All Actions checks and legacy status passed on
`8fbe62b41d`, with completed Greptile 5/5 and no open feedback. The next
candidate `1ff7bb44f4` also passed all Actions checks and Greptile 5/5.
Its Paperclip Review remained queued before the new master conflict
required integration. The new candidate needs fresh exact-head CI and
reviews; old checks do not qualify it. Migration generation is
checkpoint-only, all master SQL and journal entries remain unchanged,
and migration checks, server typecheck and all 13 warm-owner variants
pass after integration. The first migration check was blocked by TSX
sandbox IPC; its permitted repeat passes. The first warm-test command
used an incorrect path and ran no tests; the corrected command supplies
the 13-case receipt.

All 16 database pool-lifetime/options/teardown cases pass after granting
loopback permission; the first batch had two EPERM failures and 14
passes. Earlier semantic-tool/HTTP recovery, adoption, encryption-batch,
zero-streaming-write and idle-SQL receipts remain source-attributed in
the [qualification
record](https://github.com/paperclipai/paperclip/blob/2ff66f57da0da35bac1c19a2366ea4b84d87a986/doc/plans/2026-10-22-hot-upgrade-qualification.md).
That record retains earlier assertion, setup and cleanup failures and
their corrections. No failed gate is waived.

The historical 300-session component campaign passes four after phases:
steady read p99 is 107–108 ms at 500 reads/s and 100 writes/s;
aligned-burst read p99 is 103–105 ms after the bounded pool, versus
584–689 ms before. This comparison isolates the persistence corrections.
It does not measure the final stack's hosted active-agent capacity. The
hosted zero-agent API pair leaves SQL and CPU essentially unchanged, but
both arms fail absolute latency gates and candidate peak cgroup memory
fails its gate. The active-agent/viewer matrix, different-artifact
upgrade and rollback remain open.

Run `PAPERCLIP_TEST_DATABASE_URL=<owned-disposable-postgres> pnpm
--filter @paperclipai/server exec vitest run
src/services/native-runtime/native-runner-restart-recovery.integration.test.ts`.

Previous head `f2db8a6568` had one failed workspace setup gate: [job
122555672441](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122555672441)
passes all 4,169 UI tests and 285 CLI cases (one skip), but the company
import/export suite reaches its 30-second health deadline during doctor
startup. Its output does not reach the server-start step. The CLI,
server, database, shared, adapter and plugin trees are identical on
qualification source `a866619d7b`, whose [job
122555886663](https://github.com/paperclipai/paperclip/actions/runs/40609057937/job/122555886663)
passes that fixture and all 286 CLI cases. The one diagnostic retry,
[job
122561057225](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122561057225),
passes the formerly failing fixture and all 286 CLI cases. All Actions
checks and legacy status on `f2db8a6568` pass. Its exact-head Greptile
completed at 5/5 with no open feedback. The current integrated head
requires fresh checks and a completed Paperclip Review before merge. The
original failure remains recorded; its exact timing cause is unproven. A
repeated failure requires investigation and repair rather than another
retry.

All current-head CI, legacy status, exact-head completed Greptile 5/5,
resolved feedback and ordinary GitHub merge eligibility remain required
before merge.

The latest integration preserves master’s published Copilot v70 profiles
and every published migration. Checkpoint migration
`0394_conscious_whizzer.sql` was generated with `pnpm db:generate` and
retains the prior idempotent DDL. The Runner vendor rebuild and replay
parity checks pass. Server typecheck and all 13 warm-owner variants pass
after that rebuild. The imported report-lock patch is byte-identical to
master; its intentional patch-context whitespace is retained, and the
feature delta passes whitespace checks. No hosted experiment was run.

## Risks

The pool adds up to two active connections per instance, shared across
agents. Checkpoint delivery can wait behind that bound; it still
requires its commit. Steady component-test Postgres CPU rises by about
1.7 percentage points of a two-CPU allocation. These corrections do not
remove the stack's control and renewal writes. The migration and key
must survive replacement. Fresh-database tests and local load do not
establish different-artifact hosted upgrade or rollback continuity.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools and code
execution. The runtime does not expose a more specific model ID or
context-window size.

## 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
- [ ] 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>
2026-10-27 21:39:23 -05:00

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# Local, SSH, and sandbox environments — agent access
Product map: [Local, SSH, and sandbox
environments](../feature-map/execution-environments.md).
Feature ID: `execution-environments`.
Review date: 2026-10-12. Source commit: `f981fa3cc10cb8663a87dec60345fbff46d54d0a`.
This is a source-reviewed baseline of representative operations and known gaps.
Each capability needs operation-level review before its entire scope can be
qualified. No live agent execution is claimed. Follow the [map contract](../README.md)
for format, permission checks, evidence and maintenance.
Scoped immutable-platform source review: 2026-10-12 at
`d16eccf109b524778ceb896f79ccb3881bc61a9b`, limited to saved sandbox probing,
server-owned qualification metadata and read/invalidation behavior. The original
baseline commit and review depth remain for unrelated operations; no live agent
or provider qualification is claimed by this update.
## `configuration`
Capability ID: `execution-environments/configuration`.
Review: `baseline`.
API: `present` — representative operation IDs:
- `GET /api/companies/{companyId}/environments`.
- `POST /api/companies/{companyId}/environments`.
Agent access: `restricted` — Board read/admin management REST / CLI environment.
Policy: Environment management is instance administrator/board; permitted assignment
uses agent/project policy.
Evidence: `source-only` — [implementation](../../server/src/routes/environments.ts#L353)
at the reviewed commit above.
Verification: `not-run` — assert the documented agent denial with an owned test fixture;
verify any listed agent request/result path separately. A delegated operation needs its
own policy and access review.
Gaps: API exists; an agent cannot use instance environment management as an ordinary
company actor.
Scoped source review: [environment routes](../../server/src/routes/environments.ts)
require board organization access for reads and local-implicit board or instance
administrator for management. Create/PATCH reject client-supplied platform-proof
metadata; [service updates](../../server/src/services/environments.ts) discard
supplied proof, preserve current server proof atomically for metadata-only edits,
and invalidate it when the target configuration or driver changes. Public row
responses hide the private record. This is source-only at the scoped commit.
Verify forged metadata rejection, concurrent probe/update preservation, target
invalidation and restricted-reader redaction; actual agent-denial proof remains
not run. Company/team packages do not import or export environment rows, so those
packages do not transfer platform qualification.
## `capabilities`
Capability ID: `execution-environments/capabilities`.
Review: `baseline`.
API: `present` — representative operation IDs:
- `GET /api/companies/{companyId}/environments/capabilities`.
Agent access: `partial` — Board environment capabilities endpoint; native run gets
server-selected runtime context.
Policy: Environment management is instance administrator/board; permitted assignment
uses agent/project policy.
Evidence: `source-only` — [implementation](../../server/src/routes/environments.ts#L353)
at the reviewed commit above.
Verification: `not-run` — exercise a listed permitted operation with actual agent
credentials/run context; inspect its result and applicable persistence/attribution.
Assert the relevant denied actor, owner, company or mode from Policy. Review the
remaining operations before qualifying the whole capability.
Gaps: Endpoint discovery and already-bound run capabilities differ; decide whether a
safe agent-readable capability listing is desired.
## `probe`
Capability ID: `execution-environments/probe`.
Review: `baseline`.
API: `present` — representative operation IDs:
- `POST /api/environments/{id}/probe`.
- `POST /api/companies/{companyId}/environments/probe-config`.
Agent access: `restricted` — Board/admin probes / CLI environment.
Policy: Environment management is instance administrator/board; permitted assignment
uses agent/project policy.
Both probe endpoints require a board actor that is local-implicit or an instance
administrator; ordinary agent identity and company membership alone are denied.
The saved sandbox probe also resolves company/environment and secret access
before allocating a fresh lease. Its measurement is company-bound to an immutable
image digest or verified Daytona snapshot ID, effective provider configuration
and active custom-image identity;
only confirmed cleanup permits recording it. A draft probe does not record saved
qualification. Reading stored qualification does not lease/provision a target and
does not grant an agent permission to probe or manage that target.
Evidence: `source-only` — [implementation](../../server/src/routes/environments.ts#L353)
at the reviewed commit above.
Verification: `not-run` — assert the documented agent denial with an owned test fixture;
verify any listed agent request/result path separately. A delegated operation needs its
own policy and access review.
Gaps: Reachability probes are not granted by an agent's right to execute assigned work.
Scoped Evidence: `source-only` — [probe authorization](../../server/src/routes/environments.ts),
[immutable binding, measurement and read](../../server/src/services/environment-probe.ts),
[private metadata writes](../../server/src/services/environments.ts) and
[custom-image binding](../../server/src/services/environment-custom-image-runtime.ts)
at the scoped commit. A connection-only success or a fixture cannot certify
native compatibility, account authentication or agent access.
Scoped Verification: `not-run` — on one authorized owned target, compare pinned
image and provider snapshot-ID proof with mutable-image, unverified-snapshot
and changed-config/account controls; require independent
cleanup evidence before recording proof. Assert agent/non-admin board denial,
secret-context denial where the actor lacks access and forged-proof rejection.
Verify API reads hide the private record and metadata-only updates cannot overwrite it. Then use
[runtime validation](./runs-adapters.md#validation) for account/model/native startup.
There is no new delegated agent probe binding or client proof-write API. Any
human-action request/result handoff requires its own admitted path and verification;
an accepted interaction does not turn the caller into a board administrator.
## `assignment`
Capability ID: `execution-environments/assignment`.
Review: `baseline`.
API: `present` — representative operation IDs:
- `PATCH /api/agents/{id}`.
- `PATCH /api/projects/{id}`.
Agent access: `partial` — Permitted agent/project REST / native fallback, subject to
protected configuration policy.
Policy: Environment management is instance administrator/board; permitted assignment
uses agent/project policy.
Evidence: `source-only` — [implementation](../../server/src/routes/environments.ts#L353)
at the reviewed commit above.
Verification: `not-run` — exercise a listed permitted operation with actual agent
credentials/run context; inspect its result and applicable persistence/attribution.
Assert the relevant denied actor, owner, company or mode from Policy. Review the
remaining operations before qualifying the whole capability.
Gaps: Choosing among permitted targets differs from creating/configuring host targets;
test authorized and denied selection.
Scoped plugin execution update: `paperclip_runner` supports a saved plugin
environment through the server-selected lease and the SDK `environmentTask` RPC.
This is an execution path, not a new agent-callable management endpoint. Host
company/project checks and native PRP authorization remain required; declaring a
plugin capability does not authorize the agent to change its environment.
The [integration fixture](../../server/src/__tests__/plugin-runner-task.integration.test.ts)
exercises the host and SDK with synthetic tasks and a mocked WebSocket.
The task API does not transfer files or reveal guest filesystem paths.
Controller replacement preserves the original task lease and run identity.
Current company, agent, workspace, and lease checks still gate state reads and
connection acquisition. Reconnection adds no agent management permission or
replacement task submission. The integration covers this with synthetic tasks;
it does not establish deployed plugin recovery.
This source update does not qualify live agent access, warm retention, or a provider.
See the [execution contract](../../doc/plugins/PLUGIN_RUNNER_EXECUTION.md).
Same-run checkpoint recovery also uses the saved lease path after a turn omits
its completion result. It requires verified prior termination, retained session
state, and matching company, agent, workspace, and complete Runner identity.
The [executor regression](../../server/src/services/native-runtime/native-session-executor.test.ts)
checks checkpoint retrieval and identity/termination denials. The
[lease authority fixture](../../server/src/__tests__/environment-task-authority.integration.test.ts)
checks the same-run read through the database-backed task API. These are
controlled regressions; live provider acceptance remains separate.
## `images`
Capability ID: `execution-environments/images`.
Review: `baseline`.
API: `present` — representative operation IDs:
- `POST /api/environments/{environmentId}/custom-image-setup-sessions`.
Agent access: `restricted` — Board/admin image APIs and existing terminal protocol.
Policy: Environment management is instance administrator/board; permitted assignment
uses agent/project policy.
Evidence: `source-only` — [implementation](../../server/src/routes/environments.ts#L353)
at the reviewed commit above.
Verification: `not-run` — assert the documented agent denial with an owned test fixture;
verify any listed agent request/result path separately. A delegated operation needs its
own policy and access review.
Gaps: No default agent custom-image administration/terminal path; this is a policy
decision before adding a tool.
The task-only setup path uses a Core-issued expiring probe identity and a real,
read-only Runner hello. The plugin checks project authentication before provider startup.
[Setup probe coverage](../../server/src/services/native-runtime/plugin-runner-probe.test.ts)
uses the real Runner and a synthetic Codex provider through loopback PRP; TLS
termination is replaced by the fixture. It does not qualify a live plugin provider.
The plugin prepares execution-host resources and the provider descriptor. Core validates the result, then supplies task identity and PRP launch limits.
Managed account transfer requires `projectAuthCheckVersion: 1` and a successful
`check_project_auth` result for the exact prepared configuration, provider, and
project set. New preparation removes old validation. Core checks the saved
validation again in the dispatch update.