Guard assigned backlog liveness (#5428)
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - The issue graph and liveness recovery system decide whether assigned
work is executable or parked
> - Assigned issues created without an explicit status could silently
land in backlog, making parents look blocked with no productive wake
path
> - The server, shared validators, recovery analysis, and UI all need to
agree on that execution semantic
> - This pull request makes assigned issue creation default to `todo`,
flags assigned backlog blockers, and surfaces the state in the board
> - The benefit is that parked assigned work becomes intentional and
visible instead of creating silent liveness stalls
## What Changed
- Adds contract tests for assigned issue creation defaults.
- Defaults assigned issue creation to `todo` when status is omitted
while preserving explicit `backlog` parking.
- Exposes `resolveCreateIssueStatusDefault` through shared validators.
- Teaches liveness/blocker attention paths to distinguish assigned
backlog blockers.
- Adds UI notices, row/header badges, and issue detail safeguards for
assigned backlog blockers.
- Adds Storybook fixtures and execution-semantics documentation for the
assigned-backlog behavior.
## Verification
- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
ui/src/components/IssueAssignedBacklogNotice.test.tsx
ui/src/components/IssueRow.test.tsx` — 50 passed, 23 skipped.
- Skipped tests were embedded Postgres suites on this host with the repo
skip message: `Postgres init script exited with code null. Please check
the logs for extra info. The data directory might already exist.`
- Pairwise merge check against the issue-controls PR branch completed
without conflicts via `git merge --no-commit --no-ff` in a temporary
worktree.
- Screenshots for assigned-backlog UI states:
[light](docs/pr-screenshots/pr-5428/assigned-backlog-light.png),
[dark](docs/pr-screenshots/pr-5428/assigned-backlog-dark.png).
- Follow-up checks: `pnpm --filter /ui typecheck`; `pnpm --filter
/mcp-server build`; `pnpm --filter /mcp-server test`; `pnpm exec vitest
run packages/shared/src/validators/issue.test.ts`; focused UI component
tests.
- Remote PR checks on head `6300b3c`: policy, verify, serialized server
shards 1/4-4/4, Canary Dry Run, e2e, Greptile Review, and Snyk all
passed.
## Risks
- Medium: changes status defaulting for assigned issue creation when the
caller omits status. Explicit `backlog` remains supported, and
server/shared tests cover both paths.
- Medium: liveness classification changes can affect blocker attention
labels; focused service and UI tests cover the new assigned-backlog
state.
> 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 Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are not exposed by the runtime.
## 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
- [x] If this change affects the UI, I have included before/after
screenshots
- [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
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-07 12:25:26 -05:00
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import express from "express";
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import request from "supertest";
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import { beforeEach, describe, expect, it, vi } from "vitest";
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const assigneeAgentId = "22222222-2222-4222-8222-222222222222";
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const mockWakeup = vi.hoisted(() => vi.fn(async () => undefined));
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const mockLogActivity = vi.hoisted(() => vi.fn(async () => undefined));
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const mockIssueService = vi.hoisted(() => ({
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create: vi.fn(),
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createChild: vi.fn(),
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getById: vi.fn(),
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|
getByIdentifier: vi.fn(async () => null),
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getComment: vi.fn(),
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getCommentCursor: vi.fn(),
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getRelationSummaries: vi.fn(),
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listWakeableBlockedDependents: vi.fn(),
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getWakeableParentAfterChildCompletion: vi.fn(),
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findMentionedAgents: vi.fn(async () => []),
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}));
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vi.mock("../services/index.js", () => ({
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accessService: () => ({
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canUser: vi.fn(async () => true),
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hasPermission: vi.fn(async () => true),
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}),
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agentService: () => ({
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getById: vi.fn(async () => null),
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}),
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companyService: () => ({
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getById: vi.fn(async () => ({ id: "company-1", attachmentMaxBytes: 10 * 1024 * 1024 })),
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}),
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documentService: () => ({
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getIssueDocumentPayload: vi.fn(async () => ({})),
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}),
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executionWorkspaceService: () => ({
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getById: vi.fn(async () => null),
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}),
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feedbackService: () => ({
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listIssueVotesForUser: vi.fn(async () => []),
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}),
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goalService: () => ({
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getById: vi.fn(async () => null),
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getDefaultCompanyGoal: vi.fn(async () => null),
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}),
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heartbeatService: () => ({
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wakeup: mockWakeup,
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reportRunActivity: vi.fn(async () => undefined),
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}),
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getIssueContinuationSummaryDocument: vi.fn(async () => null),
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instanceSettingsService: () => ({
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get: vi.fn(async () => ({
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id: "instance-settings-1",
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general: {
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censorUsernameInLogs: false,
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feedbackDataSharingPreference: "prompt",
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},
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})),
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listCompanyIds: vi.fn(async () => ["company-1"]),
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}),
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issueApprovalService: () => ({}),
|
[codex] Add source-scoped recovery actions (#5599)
## Thinking Path
> - Paperclip is a control plane for autonomous AI companies, where work
must end with a clear disposition rather than ambiguous agent liveness.
> - Recovery currently detects stalled or missing-next-step issues, but
source issue recovery can become split across child recovery issues,
blockers, and comments.
> - That makes it harder for operators and agents to see who owns
recovery and what exact action is needed on the original issue.
> - Source-scoped recovery actions give the original issue a first-class
active recovery state with owner, evidence, wake policy, and resolution
outcome.
> - This pull request adds the recovery-action data model, backend
reconciliation and resolution APIs, and board UI indicators/actions.
> - The benefit is clearer stalled-work recovery without losing source
issue context or relying on comments as the liveness path.
## What Changed
- Added the `issue_recovery_actions` schema, shared
types/constants/validators, and an idempotent
`0084_issue_recovery_actions` migration ordered after current `master`
migrations.
- Updated stranded/missing-disposition recovery to create source-scoped
recovery actions, wake the recovery owner on the source issue, and avoid
locking the source issue for recovery-action wakes.
- Added API support for reading active recovery actions on issue
detail/list surfaces and resolving them with restored, blocked,
cancelled, or false-positive outcomes.
- Require blocked recovery resolutions to have an unresolved first-class
blocker, and removed the UI shortcut that could mark recovery blocked
without a blocker selection path.
- Surfaced recovery indicators/actions in the issue UI, blocker notices,
active run panels, issue rows, and Storybook coverage.
- Updated docs and focused tests for recovery semantics, ownership,
races, stale comments, and UI behavior.
## Verification
- `pnpm exec vitest run
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts`
— 5 files, 72 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering check.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- Follow-up verification after blocker-resolution guard: `pnpm exec
vitest run server/src/__tests__/issue-recovery-actions.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/api/issues.test.ts` — 3 files, 27 tests passed.
- Follow-up `pnpm --filter @paperclipai/server typecheck` — passed.
- Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed.
- UI states are available in
`ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot
capture helper is `scripts/screenshot-recovery-card.cjs`.
## Risks
- Medium: recovery behavior changes from child recovery issue ownership
toward source-scoped actions, so operators may see stalled-work state in
new places.
- Migration risk is mitigated by using the next migration slot after
`master` and making the table/constraints/index creation idempotent for
anyone who previously applied the old branch-local
`0082_dizzy_master_mold` migration.
- Existing child recovery issue paths are still guarded for
already-created recovery issues, but new source-scoped flows should be
watched in CI and Greptile review.
> 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 Codex, GPT-5 coding agent, tool use enabled for shell, Git,
GitHub, and local test execution. Context window not exposed by the
runtime.
## 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
- [x] If this change affects the UI, I have included before/after
screenshots
- [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
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-12 09:37:15 -05:00
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issueRecoveryActionService: () => ({
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getActiveForIssue: vi.fn(async () => null),
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listActiveForIssues: vi.fn(async () => new Map()),
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}),
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Guard assigned backlog liveness (#5428)
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - The issue graph and liveness recovery system decide whether assigned
work is executable or parked
> - Assigned issues created without an explicit status could silently
land in backlog, making parents look blocked with no productive wake
path
> - The server, shared validators, recovery analysis, and UI all need to
agree on that execution semantic
> - This pull request makes assigned issue creation default to `todo`,
flags assigned backlog blockers, and surfaces the state in the board
> - The benefit is that parked assigned work becomes intentional and
visible instead of creating silent liveness stalls
## What Changed
- Adds contract tests for assigned issue creation defaults.
- Defaults assigned issue creation to `todo` when status is omitted
while preserving explicit `backlog` parking.
- Exposes `resolveCreateIssueStatusDefault` through shared validators.
- Teaches liveness/blocker attention paths to distinguish assigned
backlog blockers.
- Adds UI notices, row/header badges, and issue detail safeguards for
assigned backlog blockers.
- Adds Storybook fixtures and execution-semantics documentation for the
assigned-backlog behavior.
## Verification
- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
ui/src/components/IssueAssignedBacklogNotice.test.tsx
ui/src/components/IssueRow.test.tsx` — 50 passed, 23 skipped.
- Skipped tests were embedded Postgres suites on this host with the repo
skip message: `Postgres init script exited with code null. Please check
the logs for extra info. The data directory might already exist.`
- Pairwise merge check against the issue-controls PR branch completed
without conflicts via `git merge --no-commit --no-ff` in a temporary
worktree.
- Screenshots for assigned-backlog UI states:
[light](docs/pr-screenshots/pr-5428/assigned-backlog-light.png),
[dark](docs/pr-screenshots/pr-5428/assigned-backlog-dark.png).
- Follow-up checks: `pnpm --filter /ui typecheck`; `pnpm --filter
/mcp-server build`; `pnpm --filter /mcp-server test`; `pnpm exec vitest
run packages/shared/src/validators/issue.test.ts`; focused UI component
tests.
- Remote PR checks on head `6300b3c`: policy, verify, serialized server
shards 1/4-4/4, Canary Dry Run, e2e, Greptile Review, and Snyk all
passed.
## Risks
- Medium: changes status defaulting for assigned issue creation when the
caller omits status. Explicit `backlog` remains supported, and
server/shared tests cover both paths.
- Medium: liveness classification changes can affect blocker attention
labels; focused service and UI tests cover the new assigned-backlog
state.
> 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 Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are not exposed by the runtime.
## 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
- [x] If this change affects the UI, I have included before/after
screenshots
- [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
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-07 12:25:26 -05:00
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issueReferenceService: () => ({
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deleteDocumentSource: async () => undefined,
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diffIssueReferenceSummary: () => ({
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addedReferencedIssues: [],
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removedReferencedIssues: [],
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currentReferencedIssues: [],
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}),
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emptySummary: () => ({ outbound: [], inbound: [] }),
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listIssueReferenceSummary: async () => ({ outbound: [], inbound: [] }),
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syncComment: async () => undefined,
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syncDocument: async () => undefined,
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syncIssue: async () => undefined,
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}),
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issueService: () => mockIssueService,
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logActivity: mockLogActivity,
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projectService: () => ({
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getById: vi.fn(async () => null),
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listByIds: vi.fn(async () => []),
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}),
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routineService: () => ({
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syncRunStatusForIssue: vi.fn(async () => undefined),
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}),
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workProductService: () => ({
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listForIssue: vi.fn(async () => []),
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}),
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}));
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async function createApp() {
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const [{ issueRoutes }, { errorHandler }] = await Promise.all([
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vi.importActual<typeof import("../routes/issues.js")>("../routes/issues.js"),
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vi.importActual<typeof import("../middleware/index.js")>("../middleware/index.js"),
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]);
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const app = express();
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app.use(express.json());
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app.use((req, _res, next) => {
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(req as any).actor = {
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type: "board",
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userId: "local-board",
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companyIds: ["company-1"],
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source: "local_implicit",
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isInstanceAdmin: false,
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};
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next();
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});
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app.use("/api", issueRoutes({} as any, {} as any));
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app.use(errorHandler);
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return app;
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}
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function makeIssue(input: {
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id: string;
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title: string;
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status?: string;
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parentId?: string | null;
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assigneeAgentId?: string | null;
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}) {
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return {
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id: input.id,
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companyId: "company-1",
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identifier: input.id === "child-1" ? "PAP-3701" : "PAP-3700",
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title: input.title,
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description: null,
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status: input.status ?? "todo",
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priority: "medium",
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parentId: input.parentId ?? null,
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assigneeAgentId: input.assigneeAgentId ?? null,
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assigneeUserId: null,
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createdByAgentId: null,
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createdByUserId: "local-board",
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executionWorkspaceId: null,
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labels: [],
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labelIds: [],
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};
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}
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function expectClearAssignedStatusValidation(res: request.Response) {
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expect([400, 422]).toContain(res.status);
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expect(String(res.body?.error ?? res.text)).toMatch(/assign|assignee|status|backlog|todo/i);
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}
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describe("assigned backlog creation contract", () => {
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beforeEach(() => {
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vi.clearAllMocks();
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mockIssueService.getById.mockResolvedValue(makeIssue({
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id: "parent-1",
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title: "Parent issue",
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status: "blocked",
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assigneeAgentId,
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}));
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mockIssueService.create.mockImplementation(async (_companyId: string, data: Record<string, unknown>) =>
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makeIssue({
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id: "issue-1",
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title: String(data.title),
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status: String(data.status),
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assigneeAgentId: data.assigneeAgentId as string | null | undefined,
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}));
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mockIssueService.createChild.mockImplementation(async (_parentId: string, data: Record<string, unknown>) => ({
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issue: makeIssue({
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id: "child-1",
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title: String(data.title),
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status: String(data.status),
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parentId: "parent-1",
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assigneeAgentId: data.assigneeAgentId as string | null | undefined,
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}),
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parentBlockerAdded: Boolean(data.blockParentUntilDone),
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}));
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mockIssueService.getRelationSummaries.mockResolvedValue({ blockedBy: [], blocks: [] });
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mockIssueService.listWakeableBlockedDependents.mockResolvedValue([]);
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mockIssueService.getWakeableParentAfterChildCompletion.mockResolvedValue(null);
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});
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it("does not silently create a top-level assigned issue as backlog when status is omitted", async () => {
|
|
|
|
|
const res = await request(await createApp())
|
|
|
|
|
.post("/api/companies/company-1/issues")
|
|
|
|
|
.send({
|
|
|
|
|
title: "Assigned executable work",
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (res.status !== 201) {
|
|
|
|
|
expectClearAssignedStatusValidation(res);
|
|
|
|
|
expect(mockIssueService.create).not.toHaveBeenCalled();
|
|
|
|
|
expect(mockWakeup).not.toHaveBeenCalled();
|
|
|
|
|
return;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
expect(mockIssueService.create).toHaveBeenCalledWith(
|
|
|
|
|
"company-1",
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
title: "Assigned executable work",
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
status: "todo",
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
expect(res.body).toEqual(expect.objectContaining({
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
status: "todo",
|
|
|
|
|
}));
|
|
|
|
|
expect(mockWakeup).toHaveBeenCalledWith(
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
source: "assignment",
|
|
|
|
|
reason: "issue_assigned",
|
|
|
|
|
payload: expect.objectContaining({ mutation: "create" }),
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
expect(mockLogActivity).toHaveBeenCalledWith(
|
|
|
|
|
expect.anything(),
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
action: "issue.created",
|
|
|
|
|
details: expect.objectContaining({
|
|
|
|
|
status: "todo",
|
|
|
|
|
statusDefaulted: true,
|
|
|
|
|
statusDefaultReason: "assigned_omitted_status",
|
|
|
|
|
assignmentWakeSkipped: false,
|
|
|
|
|
}),
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
it("does not let a parent-blocking assigned child become an unwoken backlog leaf by default", async () => {
|
|
|
|
|
const res = await request(await createApp())
|
|
|
|
|
.post("/api/issues/parent-1/children")
|
|
|
|
|
.send({
|
|
|
|
|
title: "Assigned child blocker",
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
blockParentUntilDone: true,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (res.status !== 201) {
|
|
|
|
|
expectClearAssignedStatusValidation(res);
|
|
|
|
|
expect(mockIssueService.createChild).not.toHaveBeenCalled();
|
|
|
|
|
expect(mockWakeup).not.toHaveBeenCalled();
|
|
|
|
|
return;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
expect(mockIssueService.createChild).toHaveBeenCalledWith(
|
|
|
|
|
"parent-1",
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
title: "Assigned child blocker",
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
blockParentUntilDone: true,
|
|
|
|
|
status: "todo",
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
expect(res.body).toEqual(expect.objectContaining({
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
parentId: "parent-1",
|
|
|
|
|
status: "todo",
|
|
|
|
|
}));
|
|
|
|
|
expect(mockLogActivity).toHaveBeenCalledWith(
|
|
|
|
|
expect.anything(),
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
action: "issue.child_created",
|
|
|
|
|
details: expect.objectContaining({
|
|
|
|
|
status: "todo",
|
|
|
|
|
statusDefaulted: true,
|
|
|
|
|
statusDefaultReason: "assigned_omitted_status",
|
|
|
|
|
assignmentWakeSkipped: false,
|
|
|
|
|
parentBlockerAdded: true,
|
|
|
|
|
}),
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
expect(mockWakeup).toHaveBeenCalledWith(
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
source: "assignment",
|
|
|
|
|
reason: "issue_assigned",
|
|
|
|
|
payload: expect.objectContaining({ mutation: "create" }),
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
it("preserves deliberate assigned backlog as parked work without assignment wakeup", async () => {
|
|
|
|
|
const res = await request(await createApp())
|
|
|
|
|
.post("/api/companies/company-1/issues")
|
|
|
|
|
.send({
|
|
|
|
|
title: "Parked assigned work",
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
status: "backlog",
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
expect(res.status).toBe(201);
|
|
|
|
|
expect(mockIssueService.create).toHaveBeenCalledWith(
|
|
|
|
|
"company-1",
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
title: "Parked assigned work",
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
status: "backlog",
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
expect(res.body).toEqual(expect.objectContaining({
|
|
|
|
|
assigneeAgentId,
|
|
|
|
|
status: "backlog",
|
|
|
|
|
}));
|
|
|
|
|
expect(mockLogActivity).toHaveBeenCalledWith(
|
|
|
|
|
expect.anything(),
|
|
|
|
|
expect.objectContaining({
|
|
|
|
|
action: "issue.created",
|
|
|
|
|
entityId: "issue-1",
|
|
|
|
|
details: expect.objectContaining({
|
|
|
|
|
status: "backlog",
|
|
|
|
|
statusDefaulted: false,
|
|
|
|
|
statusDefaultReason: "explicit",
|
|
|
|
|
assignmentWakeSkipped: true,
|
|
|
|
|
assignmentWakeSkipReason: "assigned_backlog",
|
|
|
|
|
}),
|
|
|
|
|
}),
|
|
|
|
|
);
|
|
|
|
|
expect(mockWakeup).not.toHaveBeenCalled();
|
|
|
|
|
});
|
|
|
|
|
});
|