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PaperClipAI/doc/task-recovery.md
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DottaandPaperclip 2518ac85ab fix(recovery): continue verified failed native preparation (#18908)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task Retry keeps a durable request while the system stops old work
and saves its files.
> - Native preparation can fail after it allocates a workspace, but
before it starts a provider.
> - Completed preservation can resolve the action while the original
Retry still waits.
> - The old classifier rejected every allocated failed preparation. The
source check also returned before its canonical Retry fallback.
> - This pull request accepts only complete server proof and moves the
existing exact-source fallback before that return.
> - The same Retry can then start one normal continuation. Current
access and unknown execution still hold work.
> - Saving files and admitting that continuation must use the same
parent-row lock order; the composed head includes the supporting
preservation fix.

## Linked Issues or Issue Description

**What happened?**

Task Retry accepted a failed native preparation and saved its request.
The workspace had complete preservation and stop receipts. The request
still waited for execution recovery and created no continuation.

**Expected behavior**

The same deliberate Retry must continue after the system verifies all
saved files and source leases. It must preserve current task, actor,
repository, Stop and execution checks.

**Steps to reproduce**

1. Record a native-adapter claim that fails during unresolved legacy
preparation, before provider execution.
2. Finish real workspace preservation and exact lease cleanup.
3. Submit normal HTTP task Retry and reconcile its canonical request.
4. On the base commit, no run is linked to that request. With this
change, one continuation is linked to it.

**Paperclip version or commit**

Reproduced on master `d7283e875772ca8c684dc86e471e6b48d543b7b1`.

**Deployment mode**

Source checkout with real local PostgreSQL and filesystem archives.
Object storage, sandbox transport and the native provider backend are
controlled in the final execution test. This is not a live model or
hosted object-storage claim.

**Prerequisite: #18918** at `4c1d7769e6cfa9536a67c4e3b536cef155f19966`.
This head includes that parent through normal history-preserving merges
while retaining `master` as its target. The parent owns remote workspace
save, prepare and provision lock order, legacy import reservation and
publication, their concurrency regressions, and the database lock-order
documentation. Merge the parent before this PR; no deployment is
implied.

Related: Refs #18892 for interrupted preparation. Refs #18882 for the
separate connected-chat setup path. Refs #18898 for already-admitted
cleanup waits. This change does not depend on #18882 or #18898.

## What Changed

- Accept allocated failed preparation only with the server error and
durable settlement records, no
execution/session/checkpoint/output/result/coordinator evidence, all
exact remote source leases stopped, and verified saved workspace proof.
- Recognize only the host's closed accounting scope and typed
pre-provider unsupported-harness warning. Unknown accounting, provider
metrics and arbitrary diagnostics remain holds.
- Check the canonical failed-preparation source before an empty
resolved-action list can return. Reuse the normal locked continuation
checks.
- Add HTTP, preservation-worker and native execution coverage, including
source failures produced by real heartbeat workspace preparation. Keep
one canonical request and one provider turn. Preserve the original
failure and real archive files.
- Restore storage, environment and experimental settings even if native
test setup or owned async cleanup fails.
- Cover changed Stop, source, actor, controller, provider evidence,
snapshot generation, writer and lease receipts. Keep current
unavailable-catalog denial before provider startup.
- Share one bounded host-settlement receipt reader between failed-native
preparation and existing-directory readiness. Keep each caller's
accounting, profile and additional warning restrictions.
- Include parent #18918's company/task/run-before-workspace ordering for
save, prepare and provision. Keep legacy import publication out of
reverse native-owner waits with exact NOWAIT refusal. Retain foreign
keys, ownership checks, uploaded work and transaction-aware
notifications.
- Document the failed-preparation continuation and parent lock-order
contracts.

## Verification

- Causal base comparison: the normal HTTP/preservation regression fails
on the canonical request's missing successor. Both existing
interrupted-preparation controls pass; the same cases pass with the
classifier/fallback repair.
- Actual heartbeat-produced catalog failures reproduce RED before the
host-accounting fix, both with and without the real typed
unsupported-harness warning. No source failure records are patched in
those cases.
- The native execution case keeps `paperclip_runner`, native runtime
selection and the requested Codex model. A controlled native session
reads real restored `saved.txt`, writes `continued.txt`, emits an
accepted result and finishes through the real finalizer once. Only the
external native backend is controlled.
- Current unavailable-catalog admission and suspended authenticated
membership remain denials before provider work. Extra
provider/session/accounting material, Stop, newer source,
writer/generation and lease-receipt mismatches remain held.
- Both settlement consumers pass 53 focused real
PostgreSQL/filesystem/native-boundary cases on Node24.22.2.
Existing-directory warning presentation/provenance and
durable-measurement restrictions are preserved.
- Parent #18918 proves real PostgreSQL lock cycles through actual save,
prepare, provision, reservation and import publication owners. Its
native status peer test proves a busy refusal without a deadlock.
Immutable task binding, writer/epoch fences, same-journal retry and
unexpected-error rollback controls retain uploaded objects and original
files. The original spontaneous peer identity is not claimed.
- Historical head `6204f565` passed all 54 CI checks, but its local
affected run passed only 572/573 with a real PostgreSQL preservation
deadlock and its Paperclip review was 3/5. Those results remain
historical evidence; this composed head includes the explicit parent
repair.
- Production-composed head `93a02d4cf74f4d8d2cc6c1b62884bc58280500bf`,
Node24.22.2 / pnpm9.15.4: full `pnpm build` and recursive `pnpm -r
typecheck` passed. The six affected recovery, continuation, Retry,
migration and concurrency files passed 724 tests. Opt-in remote
workspace integration passed 65/65 and ownership lifecycle passed 16/16,
with no skips.
- Final head `65dcd6c6a601448b5a436b7a7f2c84b8cfde761b` adds only the
parent's unsupported-host test guard. Its 18 concurrency cases and
generated server test-layer typecheck passed on the exact head.
Production bytes match the qualified head above.
- Exact-head CI passed on `65dcd6c6`: 54 success, 3 skipped, 1 neutral;
no failed or pending jobs. Greptile reviewed this exact commit at 5/5
with no actionable issue and zero open threads.
- The current-head Paperclip assessment is registered and queued with no
run at the latest observation. It has not delivered a current-head
score. The earlier 3/5 assessment and its resolved findings remain
history. No extra review request or hosted task replay was used to force
delivery.

## Risks

- The new allocated-source proof is conservative. Extra or missing
execution material keeps work held and needs inspection.
- This changes admission after completed preservation. It does not
certify unknown provider effects or restore repository access.
- Administrative import can now return a named busy hold while an
execution row is owned. It retains the archive and journal for a later
administrative retry.
- There is no schema migration or new API. Stop, task ownership, current
actor access, budget and approval checks retain their normal owners.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and context
window are not exposed in this agent session. The agent used reasoning,
tool calls, code edits, real local PostgreSQL and filesystem tests. A
separate Codex agent reviewed the admission and execution boundaries.

## 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>
2026-11-04 07:17:49 -06:00

12 KiB

Automatic task recovery

Infrastructure recovery belongs to the system. A task shows one working state, one scheduled retry, or an ordinary Retry action. Approval, credentials, assignment, budget and deliberate pause remain separate user decisions.

Admission and execution

POST /api/issues/:id/retry accepts { idempotencyKey, observedRunId }. It requires authenticated board task-mutation authority. It records an agent_wakeup_requests receipt before physical work. Company/key uniqueness covers completed and failed receipts as well as pending ones. Concurrent clicks attach to accepted work. A new deliberate click after exhaustion can create a new generation; a repeated HTTP request cannot.

The existing exact-run retry endpoint retains its source-bound contract. Connected conversations use their existing inbound authorization owner. A board Retry preserves external principal, conversation access and publication checks. A GitHub Retry selects already-saved, undelivered input before replaying the failed run's older request. The selected receipts transfer to the retry owner under the dispatch transaction. They link to its one successor, including after a restart or a lost dispatch response. Rejected, unadmitted retries release the saved input for another deliberate Retry.

A deliberate GitHub Retry can admit saved input after the same App reconnects. It verifies the App binding in the accepted delivery or its historical working comment receipt, then checks current sender, repository, conversation and task access. The retry records the current runtime generation and credential-reference fingerprint. Another reconnect invalidates that admission. Historical deliveries, stale webhook callbacks and the exact-run retry contract retain their fences. Legacy input that predates saved App IDs can also use an earlier processed response ledger from the same company, endpoint, conversation and agent. Its server-owned App binding must predate that input and retain a processed delivery and inbound source link. The endpoint's non-null App claim cannot be replaced; this proves historical identity without replaying the earlier response. Missing proof or an explicit conflicting App binding still rejects Retry.

Task Retry keeps the complete saved-input batch, including batches larger than the exact-run endpoint's limit. Source rows, receipts and invalidations are read in batches. Within one transaction, messages with the same principal and automatic policy context share a current-access check; every message still proves its App, destination, comment link and immutable source. Different automatic policy contexts receive separate access checks. Input in another conversation remains queued.

A connected-conversation Retry can save its exact request while the matching system recovery generation verifies the old executor. Saving that wait grants no execution authority. The chat owner rechecks the same board intent, external principal and source batch when it resumes the deferred receipt. Containment, current access, task eligibility, pause and budget gates must still pass before one successor starts. Restarts reuse the receipt; they do not create another Retry generation or another external publication.

Resuming a chat Retry preserves its exact authorized input batch. Independent board messages keep their own queue receipts and enter a separate turn. If an older queue merged those messages and dispatch refused the batch before any provider work, a new deliberate Retry can restore the undelivered receipts. Restoration requires the exact bootstrap failure, no execution or allocation, current chat authority, unchanged board input and no prior delivery. It records an audit event and retains the failed run and original skipped receipts.

Several retained recovery holds can describe the same failed execution. A historical hold without a system recovery record uses the current exact Retry's workspace strategy for that run. It does not borrow another run's strategy or skip any hold's independent containment and effect checks. Attaching a Retry to active automatic recovery preserves its generation, attempt count and deadline.

A deliberate board Retry can continue a failed native preparation after its saved remote workspace is verified. The source must retain its unresolved native adapter claim and the server's failed-preparation settlement records, with no provider execution, session, input or result evidence, and no active controller or native coordinator. Every source lease must have exact stop and cleanup proof. The saved snapshot must match the source, workspace epoch, generation and clean writer state. Resolving the preservation action does not discard the canonical Retry source. The same request resumes through normal admission and current repository access checks. Unknown execution, operator Stop, changed ownership and missing receipts keep the request held. Preservation alone does not authorize automatic replay.

Agent Chat additionally requires the current conversation owner and enabled Agent Chat. Admission and dispatch both recheck these conditions under the issue lock. An unadmitted receipt from a former owner cannot own the current owner's Retry.

The normal dispatch queue rechecks task eligibility and claims saved input. An accepted native result goes back to its existing finalizer. Recovery does not create a second agent to reproduce that result.

Files, ownership and effects

The source recovery action holds a validated systemRecovery record. Its revision and generation fence late bookkeeping writes. Physical exports still use the existing workspace ownership lock and controller stop receipts.

The export owner can reopen its exact stopped sandbox through the environment runtime's recovery path. This path checks the current source action, run, environment, allocation, stop-only intent, and physical ownership claim before calling the provider. The retained-source fence still blocks ordinary resume and destruction. Recovery does not clear it to gain access to the saved files.

Execution containment and file preservation are independent facts:

  • Another agent needs authoritative containment of the old executor.
  • Copyback needs a quiescent writer and a verified destination.
  • A fresh attempt uses a new execution workspace and the separate isolated-workspace-attempts namespace. It does not modify the original directory or satisfy that source's preservation/cleanup obligation.

A missing managed sandbox cannot answer another stop request. Core can request a signed absence observation from Cloud under a host-bound server capability. Cloud reads the exact allocation in the historical credential's organization. Only a fresh signature for the exact stack, company, issue, run, lease, allocation and physical recovery owner can settle execution absence. Permission failures, a changed organization, unsigned answers and provider timeouts remain inconclusive. This protocol requires Cloud support before the Core consumer.

An absence receipt does not recover files or complete the task. The original run stays failed and its source remains protected. Existing authorized input may use normal fresh workspace admission only after every executor is contained. Known publications and uncertain external effects retain their normal receipt fences.

Fresh attempts currently require Core-managed storage. Plugin-owned storage does not yet support importing these preserved snapshots. Preparation stops before calling that provider or acquiring an environment. It retains the original workspace rather than reopening it as a fresh attempt.

Valid native baselines use the existing merge. A bound historical source without a merge baseline is exported to configured storage as an immutable, verified snapshot. Upload operations have stable identities and manifests. Recovered snapshots attach separately with provenance; they never become an invented baseline for overwriting newer files.

Known publication receipts and exact API mutation receipts carry forward. Uncertain API mutations and upstream tool mutations remain fenced across run replacement. Reads and independent work remain available. Generic upstream tools have no universal result-query protocol, so their unknown mutations require authoritative reconciliation rather than a new call key. Existing GitHub publication reconciliation stays with its dedicated receipt owner.

Retry policy and historical adoption

Maintenance allows an initial attempt and five retries at 30, 60, 120, 240 and 480 seconds with persisted ±20% jitter. Scheduling stops 30 minutes after the first failure. A longer provider cooldown takes precedence. Restarts, phase changes and rescans do not replenish the budget. Existing stricter execution retry limits remain separate.

The maintenance sweep classifies at most 50 historical records per tick. Indexed source queries and durable policy markers prevent repeat adoption. It includes retained leases, legacy runs without native descriptors, exhausted actions and resolved actions that still owe preservation. Historical failure evidence remains intact.

Saved authorized follow-ups may continue through normal dispatch. A task with no waiting request requires Retry before another agent turn. Completed, cancelled, deliberately paused and superseded tasks do not reopen merely because old files need maintenance.

historicalRecoveryCounts reports classification, preservation, input delivery, waiting-for-Retry and unresolved-source counts for protected diagnostics. Adoption alone is not proof that files were recovered.

Local diagnostics and presentation

Recovery and its durable failure evidence stay inside the stack. Exhausted attempts remain on the system-owned source recovery record with their failure code, evidence fingerprint and retry budget. The existing local server log records preservation failures. Recovery does not add a Cloud incident endpoint, notification worker or outbound reporting channel.

The task interruption projection drives thread, composer and list status. Thinking is optimistic presentation, not a fake run or provider-start record. Unknown admission reconciles the same request key. Backoff and real user gates replace Thinking when work is not active. Saved input is editable; Steer and Interrupt require a live target. Technical diagnostics remain inspectable.

Qualification

Run the focused PostgreSQL/filesystem suites from server/:

../node_modules/.bin/vitest run --config vitest.config.ts \
  src/services/system-recovery-state.test.ts \
  src/services/task-retry.test.ts \
  src/services/workspace-recovery.test.ts \
  src/services/explicit-native-continuation.test.ts \
  src/services/heartbeat/workspace-preparation.test.ts \
  src/services/native-runtime/native-chat-workspace.test.ts

server/scripts/workspace-recovery-provider.test.mjs is an opt-in controlled Daytona probe. It requires PAPERCLIP_RECOVERY_LIVE=1, DAYTONA_API_KEY, PAPERCLIP_DAYTONA_SDK_PATH and an immutable PAPERCLIP_RECOVERY_IMAGE. An immutable provider snapshot UUID in PAPERCLIP_RECOVERY_SNAPSHOT_ID can replace the image digest. The probe checks its ID and active state first. It interrupts export, joins the first controller, starts a second controller and verifies files, preservation receipts, agent-start count and external-operation count before cleanup. It does not claim an abrupt controller kill or a live LLM/GitHub test.

The local browser fixture uses the actual API, PostgreSQL and native runner with a deterministic model process. Verify immediate Thinking with delayed HTTP, one successor, the independent directory, unchanged source files, a useful result and stable completion after reload.

Neither this probe nor a green build proves hosted recovery. Hosted acceptance requires the actual served revision, the original saved input, readable preserved files, and confirmation that completed publications were not repeated.