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2 Commits
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71a8464fee |
[codex] prevent invalid agents from receiving assignments and runs (#7663)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The control plane owns agent lifecycle, issue assignment, routine dispatch, heartbeat wakeups, and recovery paths > - Terminated, paused, pending-approval, or otherwise invalid agents should not receive new work or new execution attempts > - The old behavior left eligibility checks spread across routes and services, so assignment and run paths could drift apart > - This pull request centralizes agent lifecycle eligibility and applies it consistently to assignment, invocation, routines, recovery, and UI affordances > - The benefit is safer autonomy: terminated agents stay paused, invalid org-chain agents are surfaced, and active agents keep receiving valid work ## Linked Issues or Issue Description Refs #5103 Related: #1864 Bug fix context: - What happened: agent assignment and heartbeat/run paths did not share one eligibility contract, so invalid lifecycle states could still be considered in some paths. - Expected behavior: terminated agents must never receive new assignments or heartbeat runs, and paused or otherwise invalid agents should be treated as non-invokable consistently. - Steps to reproduce: create or select an agent in an invalid lifecycle state, then attempt assignment, routine dispatch, or heartbeat/recovery wake paths. - Paperclip version/commit: fixed on top of `paperclipai/paperclip` `master` at the PR base. - Deployment mode: applies to the server control plane in local and authenticated deployments. ## What Changed - Added shared agent lifecycle eligibility helpers and exported the related shared types. - Centralized server-side assignability and invokability checks for issue assignment, agent routes, heartbeat dispatch, routines, recovery, and liveness logic. - Hardened issue assignment so invalid assignees are rejected instead of queued for work. - Hardened heartbeat/routine/recovery paths so terminated and otherwise invalid agents are not woken for new runs. - Updated board UI affordances to disable invalid agent actions and surface org-chain warnings where relevant. - Added targeted shared, server, and UI tests for the new eligibility behavior. ## Verification - `pnpm exec vitest run packages/shared/src/agent-eligibility.test.ts server/src/__tests__/agent-invokability.test.ts server/src/__tests__/heartbeat-archived-company-guard.test.ts server/src/__tests__/issue-liveness.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/lib/company-members.test.ts ui/src/pages/Agents.test.tsx` — 8 files, 144 tests passed. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` — passed. - Checked the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Checked `ROADMAP.md`; this is a targeted control-plane safety fix and does not duplicate a planned core feature. - Searched GitHub for duplicate or related PRs/issues; closest related items are linked above. - CI and Greptile verification are pending on the opened PR and will be followed up before requesting merge. ## Risks Low to moderate risk. The intended behavioral shift is that invalid agents are refused earlier and more consistently, which could expose existing data with paused, pending, terminated, or broken org-chain assignees. The added tests cover the critical assignment, heartbeat, routine, recovery, shared helper, and UI paths. No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex via the Paperclip `codex_local` adapter, with shell/git/GitHub CLI tool use. Reasoning mode and context window are managed by the adapter runtime and not exposed in this environment. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots (not applicable: no design screenshots requested; UI behavior is covered by tests) - [x] I have updated relevant documentation to reflect my changes (not applicable: no user-facing command or schema docs changed) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green (pending CI) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending Greptile) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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93206f73fa |
fix: Stop archived companies from waking agents (#7478)
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - Each agent has a heartbeat scheduler that wakes it on timers and on
events; every wake spawns an adapter (Claude / Codex / …) run that bills
the operator's subscription
> - When an operator archives a company, the agents inside it remain in
invokable states — the heartbeat scheduler never consults company status
— so timers keep firing and event-driven wakes (comments, mentions,
blockers-resolved, etc.) keep cascading
> - On real deployments this silently drains the operator's
subscription: idle archived companies wake their CEOs hourly, plus any
cross-company event cascade
> - This pull request enforces "archived ⇒ never spawns a run" as a
structural invariant by guarding the wake path AND cascading agent state
on archive/reactivate
> - The benefit is that archived companies stop billing the operator,
and the UI/queue stays consistent with the invariant
## What Changed
- `server/src/services/heartbeat.ts`:
- `enqueueWakeup()` loads the company and short-circuits when status is
not `active`. Background sources (timer, automation, events) write a
`company.inactive` skipped wake and return `null`; explicit user invokes
throw a `conflict` so the UI surfaces the real reason.
- `tickTimers()` joins agents to active companies so the scheduler does
not iterate archived-company agents at all (no skip-row noise).
- `server/src/services/companies.ts`:
- `archive(id, actor?)` pauses runnable agents with `pauseReason =
"company_archived"` inside the transaction (preserving
`pending_approval`, `terminated`, and agents paused for unrelated
reasons), then cancels `queued`/`running` heartbeat runs after the
transaction commits.
- `update(id, data, actor?)` reverses the cascade only for agents whose
`pauseReason === "company_archived"` on the `archived → active`
transition; manually-paused agents stay paused.
- Both methods emit activity-log entries (`company.archived` with
`agentsPaused` + `runsCancelled`, `company.reactivated` with
`agentsRestored`) so the audit trail fires regardless of caller.
- `packages/shared/src/constants.ts` + `server/src/services/budgets.ts`:
add `company_archived` to the legal `PauseReason` union so the
restorable marker is a first-class value.
-
`packages/db/src/migrations/0094_backfill_archived_company_agent_pauses.sql`:
backfill so existing archived-company agents become `paused /
company_archived` (excludes `pending_approval`).
- `ui/src/lib/activity-format.ts`: add the `company.reactivated` label.
## Verification
- `npx vitest run src/__tests__/companies-service.test.ts` — archive
cascade, reactivate cascade, and activity-log entries (with counts) all
pass.
- `npx vitest run
src/__tests__/heartbeat-archived-company-guard.test.ts` — timer +
on-demand + event-wake paths all blocked for archived companies;
`company.inactive` skipped-wake row written; user-initiated wakes throw
`conflict`.
- `pnpm typecheck` — clean.
- Manual repro from the bug description: archive a company, wait an
interval / post a comment on one of its issues, observe zero new
heartbeat runs.
## Risks
- Migration `0094` is a single bulk UPDATE on `agents` joined to
archived `companies`. On large deployments it briefly holds row locks on
archived-company agent rows; should be quick because the predicate is
narrow (`status NOT IN (paused, terminated, pending_approval)` and
`companies.status = 'archived'`).
- New `pauseReason` value (`company_archived`) is opaque to older
clients that only know the previous union. Acceptable because the union
is read as plain text and the contract is sync'd in the same change.
- Behavior change for users: invoking an agent in an archived company
now fails with a conflict instead of silently spawning a run. Intended.
## Model Used
- Claude (Anthropic) — model `claude-opus-4-7` ("Opus 4.7"), Claude Code
CLI, with tool use (Read/Edit/Bash/Grep). No extended thinking mode.
## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A, no UI changes beyond an activity-log label string
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
## Related Work
Fixes #1348 (`[Bug] Archived companies still running heartbeats and
consuming tokens`).
Prior attempts and parallel work in this area:
- #1365 and #1429 by @hungdqdesign (March 2026) — both closed without
merging. Same three-layer shape (`tickTimers` / `enqueueWakeup` /
`resumeQueuedRuns` + archive-route cancellation) targeting #1348. Credit
for first publicly proposing the wake-path-guard approach.
- #5865 by @stubbi (May 2026, open) — adds the same `companies.status !=
'archived'` joins to `tickTimers`, `enqueueWakeup`, `resumeQueuedRuns`,
**and** routines `tickScheduledTriggers`, bundled with plugin-table
tenant isolation (`plugin_entities` / `plugin_job_runs` / `plugin_logs`
/ `plugin_webhook_deliveries` get a `companyId` FK with `ON DELETE
CASCADE`). This PR is narrower — it does not touch routines or plugin
tables — but adds the **archive cascade** (pause agents with
`pauseReason = "company_archived"`), the **reactivate reverse**
(un-pause only that subset), the **`company_archived` pause-reason
marker**, and a **backfill migration** for pre-existing archived
companies, which #5865 does not include. Happy to coordinate sequencing
or rebase if #5865 lands first.
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