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PaperClipAI/doc/plugins/PLUGIN_ENVIRONMENT_TASKS.md
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Nicky Leach 25f0957c24 Select the AI Connection sign-in computer automatically (#20906)
## Thinking Path

> - Paperclip manages agents and their AI Connections.
> - Codex and Claude subscription sign-in can run on a company agent
computer.
> - Core stores the credential and uses connection permissions to
control access.
> - The Connections page asks the user to choose a computer just to host
sign-in.
> - This change lets Core choose an eligible computer when sign-in
starts.

## Linked Issues or Issue Description

Refs #20410 and #20417.

**What existing behavior does this improve?**

OpenAI and Anthropic subscription sign-in from Connections with an agent
computer as the sign-in environment.

**Current behavior**

The user must choose a sign-in computer before the provider flow can
start.

**Proposed behavior**

Start sign-in from the provider form. Core chooses a computer in the
company and sign-in environment. The session stays bound to that
computer and reports when no eligible computer is available.

**Reason and benefit**

The saved credential and its permissions are independent of the computer
that hosts sign-in, so users can proceed without picking an agent.

## What Changed

- Select an eligible computer when a managed Codex or Claude login
starts without an explicit target. Prefer ready computers and skip
active login leases.
- Remove the picker and let the browser resume the existing session by
environment and connection intent. Continue to honor explicit agent
targets in agent settings. Remove the unused picker fallback from the
legacy form.
- Update the AI Connections guide, the plugin environment contract, and
the OpenAPI descriptions.

## Verification

- Passed server and UI typechecks.
- Passed 317 tests across the login environment, setup-token route,
device-login service, and two UI suites. The Postgres test covers
eligibility, inherited environments, explicit targeting, occupied
computers, and the no-computer response.
- Passed 45 OpenAPI route tests.
- Reran the affected UI suites on the final revision. All 230 tests
passed.
- UI tests cover starting from the provider form and resuming both
provider flows with a server-selected target.
-
[CI](https://github.com/paperclipai/paperclip/actions/runs/43086849302)
and [Greptile
5/5](https://github.com/paperclipai/paperclip/pull/20906#issuecomment-6805135968)
passed on the final commit.
- Local verification used test transports. Live provider sign-in remains
to be checked in a Cloud composition that contains this change.

## Risks

- Two sign-ins that select a computer before either lease is recorded
can contend for the same computer. The existing provider admission guard
handles the conflict. A retry can select another computer once the lease
is visible.
- The computer selection uses existing lifecycle and lease data. Plugin
admission still validates the live computer.
- No schema migration or plugin protocol change is required.

## Model Used

OpenAI Codex (GPT-6), with shell execution and local test tooling.

## 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
2026-11-11 11:42:31 -08:00

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Environment task API

An environment driver can provide a Runner task through a worker hook. The task API has no shell command. Its optional file-read operation is scoped to the active task workspace.

This API is a server and worker contract. The native execution integration connects a task-capable environment to a Runner run.

Declare the hook

Set supportsTasks: true on the environment driver in the plugin manifest. Implement onEnvironmentTask with the SDK types:

import type {
  PluginEnvironmentTaskParams,
  PluginEnvironmentTaskResult,
} from "@paperclipai/plugin-sdk";

type TaskHook = (
  params: PluginEnvironmentTaskParams,
) => Promise<PluginEnvironmentTaskResult>;

Core requires the environment.drivers.register capability, a ready plugin, the manifest declaration, and the worker's environmentTask method. The SDK validates each operation and its result before it returns the result. See the schemas for all fields.

Operations

Operation Result Required behavior
describe description Return the installed Runner version and SHA-256 digest.
prepare prepared Prepare the provider configuration for the exact Core requirements. Do not start a process.
submit accepted Start the same opaque task at most once. Use the structured launch inputs.
copilot_metadata copilot_metadata Verify a Copilot account and model on a private setup lease. Send no prompt.
connection connection Return an authenticated WSS endpoint and its generation.
status status Report the phase and observed process termination.
check_project_auth project_auth Validate the prepared project configuration before managed credential transfer.
read_file file Read one bounded, task-scoped file from the active task.
read_state state Read the exact retained Runner checkpoint.
archive_state state Archive suspended authority with an idempotent archive key. Keep provider session files.
credentials credentials Return the selected account after process termination.
stop accepted Stop the task and its descendants. Fence a delayed submission.
complete accepted Release task resources after Core saves required results.
release released End active use of an exact, settled Runner session. Requires releaseResumeVersion: 1.
resume resume Request the same logical session with a fresh bootstrap ticket. Requires releaseResumeVersion: 1.

For a refused submit with resumeFrom, a driver can throw an error with status: 409, code: "SESSION_STATE_UNAVAILABLE", and reason set to "unresolved_operation" or "source_state_unverified". The SDK worker and Core preserve only these closed diagnostic fields. They replace the provider message and omit provider identities and text. Read the validated RPC envelope with readEnvironmentTaskErrorDiagnostic.

This diagnostic does not authorize a retry, replacement, cleanup or state change. Other task failures keep the existing generic error. An older SDK does not carry this diagnostic. Operation and call identities, when needed, must come from Core's own retained records.

Each result must contain the task ID from the request. Core rejects a result with a different ID or result kind. A WSS URL must have no user information, query, or fragment. Return authentication in the secret headers.

submit contains the PRP version range, Runner identity, bootstrap ticket, authorized project IDs, and optional launch limits. It can also contain a saved task ID for session reuse and a typed Codex or Claude credential. Core does not supply an executable command or a guest path.

Release and resume

release ends Core's active use of an exact, settled Runner session. Core calls it only after the turn, required events, journal writes, tool results and turn cleanup have settled. The provider verifies the six-field identity and refuses stale, busy or unsettled requests. released does not cancel work or replace stop, complete, archive_state or the allocation's environmentReleaseLease. Hosts should retain reusable resources when capacity allows, but can reclaim them under retention and capacity policy. Release guarantees neither retention nor physical termination. The same contract applies to Codex and ACPX, with no same-process-ID guarantee.

resume requests that same logical session using the source identity and a fresh bootstrapTicket. Both operations retain the outer request's authorized company, environment, task, lease and run scope. Resume requires an authenticated current claimant run and lease; reject a null runId. Verify the source, account, workspace and current authority before installing the ticket or reserving reuse. The ticket is bounded transient authentication input, as on submission. Never copy its bytes into status, metadata, logs, results or durable replay records.

The resume result has a closed outcome:

  • resumed: the same logical session is exclusively reserved for this claimant, atomically against eviction and competing claims. Core obtains connection, authenticates with the fresh ticket and performs ordinary run.attach with its new identity. No new turn is permitted before attachment succeeds.
  • unavailable: the host knows reuse is impossible, for example after eviction. Core may select ordinary recovery, preserving its authorization, credential, workspace and stop checks. This is not proof of physical termination.

Source mismatches, authentication failures, conflicting claimants, transport failures and ambiguous claims remain errors. They must not become unavailable, authorize replacement, or silently create a new logical session.

One release episode is allowed per exact source identity; ordinary run.attach rotates authority before a later release. Release retries replay the original result without releasing a resumed owner again. Resume retries with the same source, claimant and ticket reconcile the same claim and original outcome. Changed claimants or tickets conflict. A lost reply requires reconciliation, not a replacement ticket or an assumption of eviction. Preserve replay fencing after reclamation so delayed requests cannot change a newer owner.

Advertise releaseResumeVersion: 1 from describe only when both operations are implemented. Core must check it before use. Absence keeps the existing lifecycle; warm or source recovery capabilities do not imply support. Older strict Core schemas reject this description field, so coordinate advertisement with a compatible Core version.

Core uses this pair only for explicitly supported warm tasks with a selected account. It releases after the turn's required events, tool results, journal writes and cleanup have settled. It keeps the exact session busy until the host confirms release and Core records that source. Existing tasks without the capability retain their ordinary warm lifecycle.

Before release, Core stops connection pings and reconnect work while keeping the existing receive/ACK path open. A confirmed release closes the route and stops its idle polling. An ambiguous release stays with the original run for bounded reconciliation. It cannot pass to a new run's task scope. Cancellation or an expired reconciliation budget uses ordinary host stop and physical cleanup; it does not change an already completed business result.

Resume first checks the new run's account, credential revision and project scope. It uses one fresh transient ticket, preserving that exact ticket through ambiguous replies. Core authenticates the source before warm readiness, provider preparation and ordinary run.attach; no new turn can pass that handover. Generic RPC errors do not prove refusal or permit a new ticket, reconnect or turn replay. A known unavailable result still requires ordinary physical cleanup. Transparent cold fallback remains a separate qualification requirement.

A normal Core cache timeout detaches only Core's quiet local owner. The host keeps its retained resources under its own retention policy. Core's existing completed-session record stores only the confirmed source, physical task and a digest of the selected account, credential revision and workspace scope. The transport returns the exact source after the host's release receipt; Core does not infer it from a local checkpoint marker, which may still name an older run. An invalid source receipt or failed proof write keeps cleanup under the same owner until physical retirement finishes. Later cache adoption validates that Core-authored proof before claiming or reconnecting. A stale or missing proof never licenses a claim. A changed selection remains blocked until guarded retirement/recovery; it does not imply that a cold launch is safe. Confirmed claim or physical cleanup clears only the matching proof. Raw tickets are never stored in this record.

When graceful host eviction has saved a suspended session and Core has recorded physical stop, a later allocation can use ordinary resumeFrom recovery. Core checks the old task, source identity and current scope before detaching a cached released controller. Cached and detached paths then use the same retained-state checks. Missing state, a foreign identity or an unsettled checkpoint refuses continuation; Core does not replace the provider session on that refusal. This covers eviction before allocation and stopped-task inspection during describe. A later loss during claim still needs reconciliation. Abrupt process death without a suspended checkpoint remains a separate recovery path.

These Core paths do not advertise the capability or opt ordinary tasks into a private host channel. Existing durable lease and plugin-worker idle checks still apply; retaining a released Runner does not by itself make a tenant safe to sleep. Provider recovery, bounded host retention and deployment qualification are still required before activation. Recovery from a Core crash between claim and source authentication is not qualified by this integration.

Error codes

Core does not read the text of a task error. To report a failure that Core can act on, throw PluginEnvironmentTaskError with a code from ENVIRONMENT_TASK_ERROR_CODES. The SDK sends only the code as structured RPC error data.

Code When to use it Core behavior
runner_revision_mismatch The installed Runner does not match the revision that the plugin launches. Throw it from describe or submit before you prepare or start a task. A run that has not started provider work is retried for up to 10 minutes. Agent verification checks again every minute. The task is not blocked during this wait.
import { PluginEnvironmentTaskError } from "@paperclipai/plugin-sdk";

if (installed.revision !== expectedRevision) {
  throw new PluginEnvironmentTaskError("runner_revision_mismatch");
}

Any other error stays an ordinary setup failure. The source refusal diagnostic above is separate: it uses its own envelope and does not authorize a retry.

Launch preparation

A provider can return launchPreparationVersion: 1 from describe. Core can then send the prepare operation before submit.

The requirements contain the provider, model, policy, run identity, instructions, and runtime context. They do not contain provider credentials or executable choices. Resource paths identify source locations. The plugin must resolve them for its execution environment.

The result contains a configuration ID, requirements digest, and provider descriptor. The schema is paperclip.runner.launch-requirements.v1. The digest is SHA-256 over the requirements JSON. Sort object keys in lexical order at every level. Keep array order. Omit absent optional fields. The execution owner must preserve Core policy and resource assignments.

Preparation must be idempotent for the task and requirements. The plugin owns configuration storage and cleanup. A late preparation result must not authorize execution after cancellation. The submit operation can reference the saved configuration with preparedLaunchId.

Recovery can supply the prior prepared result. Recovery within the same run must use the same configuration. A different run supplies its current requirements. A saved task ID in resumeFrom requires the same retained-session authority as submission.

Core requires preparation version 1 for native plugin execution. It validates and saves the result before it submits its configuration ID.

Stopped source reconciliation

A plugin’s describe response advertises codexSourceRecoveryVersion: 1 for Codex App Server and acpxSourceRecoveryVersion: 1 for ACPX. It can advertise either, both, or neither. Each field means the host can verify and restore a stopped source for that provider without starting another turn. Core requires the field for the selected provider and verifies the run’s eligibility.

Core admission recognizes native Codex and qualified Claude through ACPX. ACPX Codex is a different provider and cannot use either attestation. Claude admission checks both saved and current profiles against Runner’s qualified catalog; decodable historical profiles do not authorize recovery. Preparation, submission and attachment retain that provider binding. Runner’s launch factory normalizes Claude’s model, mode, permissions, effort and runtime content before Core compares them with the saved source or current owner. Core revalidates the claim and profiles after worker replies. This admission does not activate executor recovery. It grants no replacement authority or exception to deterministic recovery refusals.

The authenticated request belongs to the current run while prepare and submit carry the predecessor Runner identity. Core derives this relationship from its saved source-consumer claim; a mismatched run ID alone never grants recovery. Both operations must name the same resumeFrom, exact source Runner identity, and current accountIdentity. The request and lease still belong to the current run. Preparation must save this source binding with its new configuration. Submission must verify the same binding before it starts the source process.

Core requires the source run to have a committed successful result, an encrypted PRP journal, confirmed physical termination, and no other source consumer. Core claims the source under the current native controller lease. This does not change the source run's status or result. A stale source controller cannot write its journal after this claim. Workspace export and settlement holds still apply. After source submission, the same current owner can prepare its attachment with the exact source as priorIdentity. This does not grant ordinary warm reuse.

The provider must verify the original account, workspace, runtime, and source ownership before launch. The provider must reject saved active goals, pending tools, ambiguous starts, and uncertain work before launch. Runner verifies that a saved idle provider remains idle when restored. Until the existing authenticated run.attach operation changes authority, the Core retains semantic inputs and sends no fresh predecessor business commands while the restored source reconciles its journal and known cleanup. Ordinary suspended recovery and live attachment keep their existing checks. Providers that omit the capability do not support predecessor recovery.

Launch authentication validation

Declare projectAuthCheckVersion: 1 in describe for each native task launch. Core calls check_project_auth after preparation and before credential transfer. The request names the configuration ID, provider, and authorized project IDs. It contains no credential.

A trusted provider can instead return projectAuthCheckAtSubmit: true in its prepared result. Core then skips the separate check. This flag delegates the check to submission; it does not claim that preparation checked authentication. The provider must validate the effective configuration and current project grants inside submit, before it installs credentials on the execution host or starts the task. It must reject conflicts and changed preparation before those effects. Core pins the configuration, provider, and project set on the lease and checks them again at dispatch. A new preparation invalidates that scope. Providers that omit the flag keep the separate check. The flag requires a Core version that supports it; older strict result schemas reject it.

The plugin must check the effective configuration for that prepared launch. Reject project settings, parent settings, helper commands, or environment routing that can replace the selected account or redirect its credential. Keep the checked configuration fixed until submission. If the configuration can change, reject submission and require new preparation and validation.

Return project_auth with the same configuration ID and provider. Set allowed: true only after the checks pass. Core saves this result on the task lease. Core requires the exact configuration, provider, and project set before each submission. A new preparation or check removes the prior validation. A failed check does not authorize credential transfer. The dispatch update also checks that validation has not changed while Core waited for database work.

Retained checkpoint operations

read_state supplies the exact durable identity and an optional resumeFrom. archive_state supplies the prior identity, a 24-character lowercase hexadecimal archive key, and resumeFrom. Both return state with the task ID and Runner state object. They do not accept a filesystem path.

Core authorizes retained sources with the same checks as preparation and launch. The plugin must read only that task's state. Archive must require process termination and exact suspended identity. It must return the same archived state on retry. It must keep the provider session files. Return an error when the state is absent or its identity differs. Do not return credentials or environment values.

Lease authority

Core calls environmentRuntimeService.task with a company ID, a saved lease ID, and an operation. It derives the plugin and driver from the lease. A change to the environment configuration cannot redirect cleanup to a new provider.

Before preparation or submission, Core checks the active lease, run, issue, and every project in the company. It checks the submitting run ID separately from a retained PRP identity. Session reuse requires the same agent, environment, workspace, and provider. Checkpoint resumption also requires a retained source task and proof of termination. Opt-in Codex warm reuse instead hands off the same retained process through an atomic lease transition and an exact, authorized priorIdentity preparation.

An internal setup probe can use a private, time-limited lease without a run row. Core checks the saved probe identity, rejects project mounts, and limits the Runner lifetime to the remaining probe time.

Failure and cleanup

A failed submission reply does not prove that the task failed to start. Core saves the dispatch marker before it calls the worker. Retry against the same task ID. Do not allocate another task to resolve an uncertain reply.

An accepted stop does not prove termination. Set executionStopped: true only after the Runner and all descendants have stopped. A terminal phase alone does not permit Core to release execution authority.

Core binds each Runner owner to the physical task ID returned by its description. An old owner cannot follow a changed lease to stop or complete its replacement. Late stopped-state, retained-session and credential-handoff writes must still match that same physical task. A new owner can clean up the replacement.

Core fences new submissions when cleanup starts. It stops the saved task, checks termination, saves credential results, and completes the task before it releases or destroys the environment lease. An uncertain result leaves a saved lease for the cleanup sweep. Cleanup can use that lease after the environment or run row is deleted.

Credential writeback

Account selection and credential revision have separate identities. Keep the selected account fixed for the task. A credential result of null means that cancellation prevented task admission. It must not mean that an export failed.

Core saves the account grant, secret reference, and session epoch on the lease. It saves no credential bytes or temporary path in lease metadata. After process termination, it can recover a Codex refresh even if Core restarted. It uses the existing account comparison and secret service. A revoked grant, replaced account, or changed session epoch discards the old refresh.

Keep file synchronization and backup outside this API. The provider must retain recoverable credential state until task completion succeeds.

Native environment test

The agent environment test can use a task-capable plugin environment. Core creates a short-lived probe lease with a private run and session identity. The probe has no project mounts or task tools. It prepares the launch, checks authentication routing, and verifies the Runner and provider hello exchange. A passing result requires confirmed cleanup. This test does not enable heartbeat dispatch to plugin environments.

Copilot account test

copilot_metadata accepts the selected token and an optional model ID. Core permits it only on an active private setup lease. The provider must use the verified Copilot metadata client. It must send no prompt and use no project workspace or tool server. Return the metadata and executionStopped: true only after the probe and its descendants stop. A lost reply keeps the task available for stop, status, and complete. Core checks the profile and model before it accepts the account. Do not store the token in task metadata or logs.

A native hello probe requires a managed AI connection and an isolated Runner home. Without them, the probe fails the ai_connection_required check before Core acquires a lease or calls a task operation. See Managed AI connection required. Only Core can supply the selected account identity and local credential home.

Fresh attempts

A workspace provider opts in with workspaceProvider.freshWorkspaceVersion: 1. A task environment also declares environmentDrivers[].freshWorkspaceVersion: 1 and returns freshWorkspaceVersion: 1 from describe.

Core supplies a server-authorized fresh intent on workspace preparation and on launch-related task calls. attemptId is stable across interrupted preparation. previousWorkspaceId identifies retained storage; it is not permission to change or remove it. The provider prepares a new working directory from the authorized source and base. It may share repository objects or other immutable storage. Core does not require a particular Git or filesystem layout.

recoverySnapshots contains verified, Core-staged archive and manifest files. Each file descriptor contains a trusted host path, SHA-256, and byte size. These paths are host-authored transfer sources, never user-supplied paths or URLs. Providers verify the bytes and safely materialize each snapshot separately at .paperclip-recovered/<operationId> beneath the new working directory. Preserve file links safely and include provenance. Never overlay recovered files onto the clean working tree or overwrite an earlier attachment. Core includes those relative attachment paths in the new attempt's continuation context.

A provider reconciles the same attempt and workspace identity after an ambiguous reply. It must not replace the failed workspace or allocate another workspace when preparation is repeated. Providers without this version remain unavailable for fresh attempts; ordinary preparation and reuse retain their existing contract.

Core keeps transfer files while preparation is uncertain. Confirmed task completion and provider workspace removal release these disposable copies. The descriptors remain stable: a later preparation downloads the same verified files again.

Task workspace files

Core uses read_file for call_api file uploads and register_deliverable when a plugin owns execution and advertises workspaceFileReadVersion: 1 in describe. The request includes the submitted Runner identity, validated project IDs, a canonical relative or absolute path, and a byte limit (at most 10 MiB). The provider resolves paths within locations granted to the active task. Relative paths resolve from its prepared workspace. Absolute paths can select another granted location such as agent home, but never a supervisor path or another agent's files. Core does not prescribe provider filesystem layout.

The provider must reject inactive tasks, path escapes, symlinks, hard links, non-regular files, protected credentials, oversized files, and files that change while being read. Return canonical base64, byte size, and a SHA-256 digest in a file result for the same task. Core validates the result and rechecks authority before publishing it. Deliverables additionally verify the caller's expected size and digest. Providers without this operation fail closed; Core never falls back to reading remote paths on the server. Existing artifact uploads are unchanged.

Login allocations on an existing computer

A login-capable environment driver can host authorization on a saved agent's computer. Core checks the company, environment, agent lifecycle, manifest, and live worker hooks before acquisition. Managed AI Connection requests can omit the agent ID so Core selects an eligible agent from the company and environment. Core uses that ID throughout the login. The chosen agent is a transport target and the signed-in account retains its own owner and agent grants.

Core acquires this resource with purpose: "login", the fixed command key, and an absolute expiry. The returned lease must attest an expiry no later than that deadline. Drivers must declare creationOperationVersion: 1 and expose the live environmentAcquireLease, environmentInspectLease, and environmentReleaseLease hooks so Core can acquire, recover, and clean up the allocation. Core does not submit a Runner task or mount project volumes. The plugin keeps the computer binding in durable lease metadata. PTY close stops and detaches the terminal while preserving its result. Lease release/destroy removes only the login resources after Core commits the credential or ends the attempt. It must preserve the computer and unrelated tasks.

The provider may assign a lease ID different from Core's creation operation ID. Inspection by creationOperation must return that exact allocation as creationLease, with its provider ID matching the observation envelope, so a lost acquisition reply still reaches the existing cleanup path.

Claude uses the existing setup-token output parser. Codex uses the optional loginPtyReadCredential hook to read its fixed auth artifact. Both retain the existing owner-bound credential completion and durable cleanup. A restart interrupts an unfinished login; it does not resume the terminal.