## Thinking Path > - Paperclip manages agent work through task and execution ownership. > - A task Retry must retain the user's request while the system verifies an old executor. > - Connected conversations also retain their external principal and accepted source batch. > - Chat Retry admission required containment before it could save a wait for that recovery. > - A saved chat receipt could also remain deferred after containment became available. > - This pull request lets the exact recovery-bound request wait and resume through its chat owner. > - Normal admission still checks containment, current access and policy before one successor starts. ## Linked Issues or Issue Description **What happened?** An ordinary task Retry on a connected conversation failed with `failed_chat_retry_not_authorized` while its retained remote executor still needed verification. The new recovery generation existed, but the chat action failed before it could save a dispatch wait. This occurred after the repairs in #17267 were confirmed live. The local regression found a second gap. A processed chat action with a deferred wake was not reconsidered after containment. Re-entering normal admission also tried to insert its existing durable receipt again. A historical hold for the same failed run could also hide the current Retry's workspace strategy, so the request still waited after the old executor was contained. Preparation could then read that sibling instead of the recovery record that owned the fresh successor, losing the fresh-workspace decision. **Expected behavior** Save the exact authorized Retry while its matching recovery generation verifies the executor. Once containment is recorded, reconsider the same chat receipt through normal admission. Start one successor with the original source batch. Keep publication, principal, pause and budget checks. **Steps to reproduce** 1. Admit a GitHub or Telegram request and record a failed native run with a retained remote lease. 2. Leave the executor's termination unconfirmed and exhaust its prior recovery generation. 3. Use ordinary task Retry to create a new recovery generation. 4. Process the connected Retry. The old admission code fails instead of retaining a wait. 5. With a deferred receipt, record exact containment and reconcile again. The old dispatch path leaves it stranded. **Paperclip version or commit** Reproduced from `412914cfa78d5abefcc34d3eb8d4bb86e461caac`. The branch is rebased onto current master. **Deployment mode** Hosted tenant for the reported failure. Isolated local PostgreSQL and the assembled heartbeat/chat services for the regression. Refs #17267 and #16965. This change does not add a Cloud dependency or change the absence protocol. ## What Changed - Permit a saved admission wait only for the exact current task Retry and active source recovery generation. - Keep promotion and execution dependent on independent containment proof. - Bind a Retry to active automatic recovery without replacing its generation, attempt count or deadline. - Share the current exact Retry strategy across historical holds for the same run. Retain each hold's stop and effect checks. - Select the canonical recovery record that proves the committed fresh successor during workspace preparation. - Let task receipt reconciliation return the same deferred action to its chat owner. - Recheck current board and external authority, then update the existing wake atomically with its successor. - Preserve the exact chat source batch. Keep generic board-comment filtering unchanged. - Add GitHub and Telegram cases for waiting, containment, one successor, stale generations, source edits, endpoint pause and supersession. - Update recovery documentation and capability maps. ## Verification - Red: real PostgreSQL tests reproduced the admission rejection for GitHub and Telegram. Six active-recovery cases then failed on the generation-ID assumption. Two same-run historical-hold cases remained deferred after containment on the old strategy lookup. A preparation regression then returned no readiness when the historical hold was stored first. - Green: 73 selected chat integration tests and 394 continuation, task Retry, workspace recovery, recovery-state and workspace-preparation tests passed. The chat tests use the real chat admission and heartbeat queue. Unrelated capacity stays occupied so no real provider starts. They assert no executor before containment, one successor afterward, unchanged source leases while waiting, preserved recovery budgets, and denial after authority changes. A separate source hold still blocks work. Both sibling insertion orders pass through the committed-readiness lookup and real workspace preparation: the new directory has independent Git storage and files, and unpublished old work remains intact. - `pnpm -r typecheck`, `node scripts/check-maps.mjs` and `git diff --check` passed after the review fixes. The source build passed on `f6660efa48e37a80cd9857217a537606de85b5c8`. - The local host reached its PostgreSQL semaphore limit. Successful runs used a test-only loader to reduce disposable cluster connection and worker limits. No repository database helper or application setting changed. - The full local `pnpm test:run` began before the final review edits, failed in its first server phase and was stopped after those failures. Later phases did not run. This is not a full local pass. The transient Retry-notice case passes after fixture isolation; the four Discord close-owned publication cases also pass in isolation. Other broad-run failure causes are not established. - Exact-head CI and security checks pass on `f6660efa48e37a80cd9857217a537606de85b5c8`; Greptile is 5/5 with zero unresolved review threads. Optional Paperclip Review completed neutral with a 5/5 static assessment of all 11 changed files and no findings; it did not run tests or hosted acceptance. All 57 current-head checks are terminal: 54 success, two skipped and the optional neutral review, with no failures or pending checks. - The real hosted workflow confirmed that the deployed absence repair recorded containment. A later ordinary UI Retry was accepted and saved a durable request, but it remains behind the historical source hold. The useful existing review remains unchanged. This follow-up is not deployed; a live successful successor and final task disposition remain unverified. No missing files are claimed recovered. ## Risks - The existing task reconciliation sweep can restage a deferred chat action. This reuses its receipt and generation; it does not grant new execution or publication authority. - Dispatch must keep the board Retry identity separate from the connected request's principal. The regression checks these bindings and preserves current chat authorization at each phase. - Historical holds reuse a strategy only from the locked same-run recovery that names the current Retry intent. A different run, malformed recovery record or independent source hold remains fenced. - Unknown executors without a matching active recovery still fail admission. Promotion and execution require containment even when admission saved a wait. - No schema or API shape changes. No credential changes, manual deployment or service restart. ## Model Used OpenAI GPT-6 through Codex, with repository tools, code execution and browser verification. The exact served model variant and context window are not exposed in this session. ## 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>
Paperclip maps
The maps describe the same capabilities from two perspectives:
- Feature map: what a person can do, where to reach it, and how to verify the user journey. Preserve its Poteto format.
- Agent access map: the APIs and agent entry points for those capabilities, their permission boundaries, and access verification.
These are sibling directories under maps/. Each feature file has a same-named
agent access companion. Reuse the product map's sub-feature IDs, so tasks/create
identifies the same capability in both maps. Product behavior remains governed by
the implementation spec; a map cannot grant
authority or redefine a permission denial as success.
Capability identifiers
The feature ID is the recipe filename without .md, such as onboarding.
The full capability ID joins that feature ID and a Sub-features key with /:
the company key in feature-map/onboarding.md is onboarding/company.
Its agent-access-map/onboarding.md companion uses the same local company key.
The feature-map index lists the existing
feature and full capability IDs.
Each child page states Feature ID: `onboarding`. after its introduction or
product-map link. In feature recipes, show the full ID beside the parsed local
key: - `company`: `onboarding/company` — create a company. In access
companions and Storybook verification guidance, keep the existing local heading
and put Capability ID: `onboarding/company`. beneath it. These labels make
the existing identifiers visible without changing keys, anchors, or ID generation.
Use full capability IDs in cross-feature references, Storybook annotations, tests, issues, PRs, and verification evidence. Both segments use lowercase letters, digits, and hyphens. Keep filenames and keys stable when display titles or navigation labels change; renaming either changes the capability ID.
Entry-point IDs describe a surface, such as web-wizard, and are scoped to their
recipe. Reference them with a recipe link, such as
onboarding.md#web-wizard, and record the
capability exercised separately. Navigation section labels are not capability IDs.
See IDs and references for examples.
Access contract
Every business operation needs both an API and a usable agent entry point for an
actor authorized to perform it. A dedicated tool is optional when REST, the CLI,
an assigned MCP client, or native search_api / call_api already provides the
operation. Record which agent surfaces actually have that path; an installed CLI
or optional MCP package cannot be assumed available to every native/remote run.
Track these independently:
| Dimension | Values and meaning |
|---|---|
| API | present, missing, not-applicable, or unreviewed. Use exact methods/paths; distinguish protocols from REST. |
| Agent access | available, partial, missing, restricted, operator-only, not-applicable, or unreviewed. Name the supported surface and actual entry point. |
| Policy | Actor, action/grant, company/resource/ownership scope, responsible-user intersection, run requirements, work modes, and gates relevant to the operation. |
| Evidence | source-only, verified, failed, blocked, or not-run. Source presence and successful board calls are not agent verification. |
| Review depth | baseline records representative operations and known gaps; operation-reviewed enumerates the capability's meaningful operations and their individual access contracts. |
Broad capabilities such as task properties must be split into operations before they count as operation-reviewed: renaming, metadata edits, assignment, dependencies, and lifecycle changes can use different tools and permission rules. An available read path cannot certify a write path. List/get/create/update/delete, execution/control, credential handling, and resolution are separate where their authority or transport differs. Do not duplicate request schemas from OpenAPI.
Exceptions and restrictions
Presentation-only state, static developer fixtures, and pre-start/local operator
work may use not-applicable for a domain API, with a concrete reason and the
existing local path. When a capability combines shared data with presentation,
split the operations: browser recents do not exempt resource lookup from API
coverage. Promoting local state to a shared feature requires revisiting the entry.
A board-only endpoint is restricted for agent identity, not an automatic
exception or a missing API. Cite the enforced policy and record whether the
agent can request the authorized human's action and observe its result. An
unresolved delegation question remains in Gaps. Company access, a job title,
a personal assistant's OAuth grant, or an accepted interaction does not grant
board identity. Keep budget, approval, secret and execution authority intact.
Check actual route/service authorization and production tool admission. OpenAPI actor labels and scenario/evaluation tool declarations are supporting metadata; record disagreements rather than using them as proof of access. Native API fallback restrictions, tool field/scope limits, and rollout settings are part of the agent path, even when a legacy agent can call the REST endpoint directly.
Companion file format
Each agent-access-map/<area>.md has an H1, a relative link to its product file,
and its feature ID, followed by one H2 backticked local key per product
sub-feature. Each capability starts with its full capability ID and contains
these fields:
- Review:
baselineoroperation-reviewed. - API: presence state and exact operation IDs, or a reasoned exception.
- Agent access: availability state and concrete entry points by surface.
- Policy: relevant permission and runtime boundaries, with source references.
- Evidence: evidence state, reviewed commit and sources or executed proof.
- Verification: allowed/denied assertions and observable result; record what has actually run separately from the proposed recipe.
- Gaps: missing APIs/paths, discovery drift, unreviewed operations or policy
decisions; use
noneonly for the enumerated scope that was reviewed.
For an operation-reviewed capability, use H3 backticked operation IDs and repeat
API, Agent access, Policy, Evidence, Verification and Gaps for each operation.
Use small operation names such as create, update, read, or run-now.
The enclosing capability has Review: operation-reviewed only after its
meaningful operations have been enumerated. The following excerpt shows one
operation; include the others before using that review label:
## `definition`
Review: `operation-reviewed`.
### `create`
API: `present` — POST /api/companies/{companyId}/routines.
Agent access: `available` — agent REST, CLI routine create and native call_api
under the enabled rollout and active-run/mode gates.
Policy: same company; assigneeAgentId must be the calling agent; cite the
routine authorization and native API policy sources.
Evidence: `source-only` — reviewed commit and source links; no live proof.
Verification: `not-run` — create an owned routine; reject assignment to another
agent; inspect saved configuration, attribution and retry behavior.
Gaps: verify ownership and responsible-user resolution with a permitted agent
context; source presence alone does not qualify this operation.
Keeping the maps synchronized
When a change adds/removes a capability or changes its behavior, API, permission, tool binding, CLI support, or work mode, update the affected companion and product recipe as appropriate in the same change. Preserve IDs across renames where the capability is unchanged; update the affected cross-links together. Indexes discover recipes automatically. An API-only change may update the companion without rewriting unchanged user instructions.
maintain-verification-skill owns reconciliation of both maps. It follows changed source and authorization, checks real agent reachability, and records product gaps without implementing them during a maintenance pass. The creation skill uses this structure. verify-paperclip consumes the relevant recipes and reports evidence/drift; map editing belongs to maintenance.
Run the structural check after map changes:
node scripts/check-maps.mjs
It checks paired areas/IDs, navigation metadata, required fields, and local references. It does not certify endpoint authorization, production bindings, operation completeness, or live behavior. Source audits must check those against the existing API and tool contracts; avoid a second schema catalog or runtime.
For live access proof, use Paperclip's existing API/runner/MCP fixtures or an owned
isolated instance. Use the actual agent identity, target and work mode. Assert the
allowed result and relevant denial (another company/private resource, wrong
owner, missing grant, invalid run, restricted mode or resolver). Mutations also
need persisted state/attribution and retry behavior. Capture evidence using the
existing artifact workflow; keep executed run results
separate from generated maps/generated/coverage.json, which lists page references.
Local authorship and generated indexes
Change only the recipes, access contracts and stories whose behavior or intent
changed. Feature recipes own navigation metadata; stories own small
parameters.paperclip annotations. Keep the feature-map README's readable ID
index aligned with those sources; it does not register entries for generation.
Do not refresh counts in shared READMEs, inventories, fingerprints or review
journals.
node scripts/storybook-catalog.mjs validates and generates aggregate navigation,
Storybook data, verification routes and the page inventory. All outputs live in
ignored maps/generated/, ui/storybook/generated/, and the ignored Storybook
preview.tsx wrapper. Start/build and UI typechecking generate their own inputs.
A clean merged checkout therefore assembles both branches' changes automatically.
Git provides history and diffs. PRs, issues and CI artifacts retain review/run evidence for the named revision. Capability associations do not create whole-file review dependencies. Keep durable scenario limits in the affected recipe or story.