Files
PaperClipAI/tests
DottaandPaperclip b6e690044a feat(evals): allow reviewed bounded provisional accounting (#17365)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product E2E campaigns include model, setup, storage and
observability costs.
> - Some billing windows close after the tests and reports finish.
> - Requiring settled receipts for retained storage can block a good
campaign for weeks.
> - A reservation alone does not prove that a pending charge has an
upper bound.
> - This change permits provisional completion only with reviewed
evidence for the exact cost configuration.
> - Reports preserve unknown amounts and holds until later
reconciliation.

## Linked Issues or Issue Description

Refs: #17360, #17354

**What existing behavior does this improve?**

The Product E2E scheduled accounting gate and its retained cost reports.

**Current behavior**

Every pending receipt fails finalization. A completed test can wait
through the retained-storage billing window. The journal has dollar
reservations but no explicit qualification of their bounds.

**Proposed behavior**

Permit provisional completion when all pending charges have reviewed
full-lifecycle bounds, no requests remain in flight, no receipts
conflict, and known costs plus held amounts fit the campaign limit. Keep
all existing holds and receipt-finality rules. Missing evidence still
fails.

**Reason and benefit**

An operator can distinguish delayed but bounded billing from unbounded
or missing costs. The campaign can finish without claiming that its
invoice is settled.

**Breaking changes**

The journal accepts optional bound metadata and an invalidation record.
New reports add an optional bounded-pending count. Current readers
retain old journals and reports without granting them bounds. Older code
must not read new bound-bearing journals. The existing daily/weekly
enable gates and budget amounts stay unchanged.

**Additional context**

This implements the operator-approved provisional-cost policy for the
existing eval harness. It does not change product budgets or the
agent-eval roadmap. A targeted GitHub search found no duplicate open PR.

## What Changed

- Accounting owns a narrow evidence contract: a reviewed audit hash,
exact configuration hash and full-lifecycle scope.
- Gateway reservations retain that evidence before dispatch. Changed
limits or rates fail before dispatch. Unexpected routing, model identity
or excessive usage invalidates a bound durably.
- Operating allowances can carry separately reviewed bounds for each
cost component, including its full storage lifetime. No existing
allowance becomes qualified by default.
- Reports and Braintrust experiment metadata distinguish provisional
accounting, complete receipts, blocked accounting and unavailable
evidence. Public output omits private audit hashes.
- Scheduled finalization allows qualified provisional costs and
explicitly rejects spending overruns, including overruns with complete
receipts.
- Add regressions for legacy data, restarts, late reconciliation,
conflicts, malformed evidence, routing uncertainty and exceeded limits.
Document the evidence and migration boundaries.

## Verification

- Full offline eval-support suite: 4,062 Vitest tests passed, two
existing tests skipped; 137 Node tests passed.
- `pnpm test:e2e:runner:typecheck`: passed.
- `git diff --check`: passed.
- Read the retained hosted qualification journal with the new policy.
All six legacy pending charges remain unqualified. Known cost
`$0.421245200`, held `$19.327680000`, and committed `$19.748925200`
remain unchanged. The journal's SHA-256 is unchanged. The original
failed workflow remains failed.
- No paid models, network provider calls, receipt imports or reservation
releases were used for this verification.
- Rebased onto master `4d90634f74`; 142 targeted tests and typecheck
passed.
- Review reproduced a lost OpenAI input-total limit check when cache
details were missing (1 failed, 47 passed). Fix
`5fef9ba7c149951a51eae468614a4b89f0b3d6db` preserves unpriced provider
usage bounds. Then 178 focused tests, full offline support and typecheck
passed.
- Current-head hosted CI passed:
https://github.com/paperclipai/paperclip/actions/runs/40020746585
(attempt 2). Typecheck, build, all general/Runner/serialized tests and
browser gates are green.
- CI attempt 1 hit a PostgreSQL deadlock in unchanged chat-test cleanup;
its skipped flag restoration caused a second assertion failure. One
failed-jobs-only retry passed. Original failure evidence is preserved in
attempt 1. No paid eval campaign was rerun.
- Greptile reviewed exact head
`5fef9ba7c149951a51eae468614a4b89f0b3d6db` at 5/5; its one finding is
fixed and resolved. The optional Paperclip review is paused and supplied
no assessment.

## Risks

- Evidence hashes bind an audit to a configuration; they do not prove
the audit is true. Operators must review real provider limits, all price
tiers, full resource lifetimes and enforceable infrastructure limits
before configuring bounds.
- Provisional completion is not invoice settlement. Later billing can
reveal overruns, which must be reconciled and inspected. The ledger
cannot stop external billing.
- Existing pilot journals, configured allowances and price cards have no
new bound approval. This PR alone does not qualify or enable recurring
paid work.
- The gateway cannot qualify a canceled Braintrust request without route
confirmation. It preserves that unknown hold.
- No new dependency, secret, repository variable, workflow, schedule or
cloud resource changes.

## Model Used

OpenAI Codex, GPT-6 family. The exact deployment ID and context-window
size are not exposed in this session. Used reasoning, repository tools
and code execution. No paid evaluation model calls were made for this
change.

## 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

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Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 13:57:57 -07:00
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