paperclip/doc
Nicky Leach a9d1f740f0
fix(workspaces): seed managed worktrees when the base checkout has no config (#11752)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents do that work in isolated git worktrees, and a managed
worktree runs its own Paperclip instance with a cloned database
> - That clone needs a seed source, and the source must come from
server-owned registration, never from state the workspace itself can
rewrite
> - The seed-source resolver requires the registered base project
workspace to hold its own `.paperclip/config.json`
> - A managed project workspace is a plain `git clone`, and no code
writes that file into it
> - Every isolated worktree provision, deferred seed, and workspace
repair therefore fails on a managed checkout
> - This pull request lets a named source supply the config when the
base checkout has none
> - The benefit is that managed worktrees provision again, and the seed
source stays server-owned

## Linked Issues or Issue Description

No public GitHub issue exists for this problem. It is described below.

**What happened?**

Agent runs that need an isolated worktree fail during provisioning. The
provision command exits with this error (paths redacted):

```
Execution workspace provision command "bash ./scripts/provision-worktree.sh" failed:
Registered base project workspace has no canonical Paperclip config:
<instance-home>/instances/default/projects/<company-id>/<project-id>/<repo>/.paperclip/config.json
```

`resolveRegisteredWorktreeSeedSource` sets `registeredConfigPath` to
`<baseCwd>/.paperclip/config.json` whenever the caller names a
registered base workspace. It then requires that file to exist.
`scripts/provision-worktree.sh` applies the same rule.

A managed project workspace never has that file.
`materializeManagedProjectWorkspace` creates it with `git clone` and a
rename, so the checkout holds repository content only. The control plane
keeps its config at `<home>/instances/<id>/config.json` instead.

The failure reaches three paths: worktree provisioning, deferred seeding
through `worktree ensure-seeded`, and workspace repair.

The behavior changed in #11671. That pull request replaced a fallback
chain with a single hard requirement. Fixture code in
`scripts/__tests__/provision-worktree-self-heal.test.mjs` writes a
config into the fake base workspace, so tests kept passing.

**Expected behavior**

A managed worktree provisions and seeds from the registered source. The
seed manifest still never selects that source.

**Steps to reproduce**

1. Register the Paperclip repository as a project with a `repoUrl`, so
the server materializes a managed checkout.
2. Assign an issue to an agent whose workspace strategy is
`git_worktree`.
3. Watch the workspace operation log for the provision command.
4. The command exits non-zero with the error above.

**Paperclip version or commit**

Reproduced on `master` at 01ddc26a3.

**Deployment mode**

`local_trusted`, single instance.

**Database mode**

Embedded PostgreSQL.

**Operating system**

Linux, Node.js 22.

**Related pull requests**

- Refs #11671 — introduced the requirement this pull request relaxes.
- Refs #11733 — open work on seed-source preflight. It reads the same
base-workspace config path and skips when the file is absent. It does
not change source selection.
- Refs #11735 — open work on provisioning reliability. It edits the same
four files and will need a rebase after either lands.

## What Changed

- `resolveRegisteredWorktreeSeedSource` sets the registered config path
only when `<baseCwd>/.paperclip/config.json` exists. This makes the
existing `registeredConfigPath ?? explicitSource` branch reachable for a
plain checkout.
- A base workspace that does hold its own config stays authoritative. A
mismatched explicit source is still rejected.
- The resolver throws a named error when the base workspace has no
config and no source is named.
- `readInstanceId` accepts an instance-root config at
`<home>/instances/<id>/config.json`. That layout names its instance by
directory and has no adjacent `.env`. Validation reuses
`resolvePaperclipInstanceId`.
- `scripts/provision-worktree.sh` and
`scripts/provision-worktree-runtime.sh` name the control plane's
instance config as the source when the base workspace has none. The
canonical-path and symlink checks stay.
- The workspace repair route supplies the same fallback, and only when
the base workspace has no config of its own.
- `doc/DEVELOPING.md` records the two source layouts.

## Verification

- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 10 tests pass. The fixture no longer writes a config into the base
workspace, so it models a real managed checkout. One test now creates
that config mid-test, which covers both layouts.
- `npx vitest run src/worktree-seed-source.test.ts` in `packages/shared`
— 4 tests pass. Two are new: one resolves an instance-root source, and
one still fails closed when no source exists.
- `npx vitest run src/__tests__/workspace-runtime.test.ts
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspace-runtime-control-conflict.test.ts
src/__tests__/workspace-operations-reconciliation.test.ts
src/__tests__/worktree-seed-server-spawn.test.ts` in `server` — all
pass. Run them one file at a time. They share one test database, and
concurrent runs fail teardown.
- `npx vitest run src/__tests__/worktree.test.ts` in `cli` — 63 tests
pass.
- `pnpm --filter @paperclipai/shared typecheck` — clean.
- Manual check on a live instance: the resolver now returns the instance
config as the source for a managed checkout, with the source instance
`default` and a distinct target instance.

## Risks

Low to moderate.

- The relaxed rule applies only when the base workspace holds no config.
A base workspace that holds one keeps full authority, so the trust model
from #11671 is unchanged. The seed manifest still never selects the
source.
- The instance-id fallback reads a directory name. It applies only to
the `<home>/instances/<id>/config.json` layout, and
`resolvePaperclipInstanceId` rejects an unsafe segment.
- #11735 edits the same four files. Whichever pull request lands second
needs a rebase.
- `pnpm --filter @paperclipai/server typecheck` currently fails on this
checkout with duplicate `drizzle-orm` type instantiations. The failure
is present with and without this change, and the error count is
identical. It comes from an unrelated lockfile state, not from this pull
request.

## Model Used

Claude Opus 5 (`claude-opus-5`), by Anthropic, running in Claude Code.
Extended thinking was on. The model used file, search, and shell tools
to diagnose the failure on a live instance and to run the test suites.

## 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
- [ ] 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-20 08:42:16 -07:00
..
assets docs: refresh README roadmap and four pillars (#9922) 2026-07-20 18:00:12 -05:00
connections docs(connections): MCP-direct/DCR playbook section + Notion dry-run appendix (#11030) 2026-08-07 10:52:04 -05:00
design fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
experimental feat(server): configure shared workspace concurrency (#10759) 2026-08-03 14:25:05 -05:00
logs Improve CLI API parity coverage (#6626) 2026-06-02 17:13:29 -07:00
plans feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
plugins feat(sandbox): stream session output by capability, drop three operator flags (#11557) 2026-08-17 13:25:30 -07:00
pr/5429 Add secrets provider vaults and remote import (#5429) 2026-05-09 18:22:17 -05:00
screenshots feat(mcp) [split 7/8]: activate Apps and gateway UI (#9562) 2026-07-14 15:40:08 -05:00
spec feat(adapters): confine local coding processes (#9504) 2026-07-14 11:01:19 -05:00
AGENT-ARTIFACTS.md Add workspace file viewer and artifact links (#7681) 2026-06-09 17:17:43 -05:00
AGENTCOMPANIES_SPEC_INVENTORY.md Add routine support to recurring task portability 2026-03-23 16:57:38 -05:00
CHANNELS.md feat(cli): add 'paperclipai channels' to show release lanes and the current one (#11210) 2026-08-11 08:47:32 -07:00
CLI.md fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
CLIPHUB.md refactor: rename packages to @paperclipai and CLI binary to paperclipai 2026-03-03 08:45:26 -06:00
DATABASE.md fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
DEPLOYMENT-MODES.md fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
DEVELOPING.md fix(workspaces): seed managed worktrees when the base checkout has no config (#11752) 2026-08-20 08:42:16 -07:00
DOCKER.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
GOAL.md [codex] Refresh docs and agent skills (#4693) 2026-04-28 16:12:03 -05:00
HERMES_GATEWAY_ONBOARDING.md fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
HERMES_GATEWAY_SMOKE.md [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
INSTALLING.md feat(cli): add managed install, update, and service lifecycle (#10045) 2026-07-31 18:52:23 -07:00
LOW-TRUST-PRESETS.md docs(execution-semantics): define routable blocking and watchdog restoration (#10094) 2026-07-27 19:10:28 -05:00
MCP-ACCESS-GOVERNANCE.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
MCP-DEMO-SCRIPT.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
MCP-RUNTIME-OPERATIONS.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
OPENCLAW_ONBOARDING.md Introduce bind presets for deployment setup 2026-04-11 07:09:07 -05:00
PRODUCT.md feat(skills): open-by-default company skill policy and core UX (#9564) 2026-07-15 11:42:40 -05:00
PUBLISHING.md feat(release): bootstrap new npm packages with a placeholder publish (#11757) 2026-08-19 19:38:17 -07:00
README-draft.md docs: add README, draft README, and adapter logo assets 2026-03-02 10:31:59 -06:00
RELEASE-AUTOMATION-SETUP.md feat(release): add human-gated beta channel with stable soak enforcement (#11008) 2026-08-10 16:52:59 -07:00
RELEASE-CHECKLIST.md feat(release): draft stable notes at beta publish, read them from master at promotion (#11567) 2026-08-17 20:47:23 -07:00
RELEASE-NOTES-mcp-access-governance.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
RELEASING.md feat(release): draft stable notes at beta publish, read them from master at promotion (#11567) 2026-08-17 20:47:23 -07:00
SECRETS-AWS-PROVIDER.md feat(secrets): add user-specific runtime secrets (#8825) 2026-07-05 05:58:20 -05:00
SPEC-implementation.md fix(interactions): authorize resolvers consistently (#11376) 2026-08-16 13:46:50 -05:00
SPEC.md [codex] Add agent permissions and controls plan (#6386) 2026-05-22 08:12:52 -05:00
TASK-WATCHDOG.md fix(interactions): authorize resolvers consistently (#11376) 2026-08-16 13:46:50 -05:00
TASKS-mcp.md Add product spec and MCP task interface docs 2026-02-16 19:07:30 -06:00
TASKS.md Add task management data model spec 2026-02-16 14:25:00 -06:00
TELEMETRY_WORKFLOW.md Add telemetry proposal extractor (#9544) 2026-07-13 23:47:27 -07:00
UNTRUSTED-PR-REVIEW.md chore(docker): improve base image and organize docker files 2026-04-01 11:36:27 +00:00
acp-run-lifecycle.md refactor(acpx-engine): coordinator-owned ACP run lifecycle with a typed resource ledger (#11576) 2026-08-17 22:02:16 -07:00
execution-semantics.md fix(interactions): authorize resolvers consistently (#11376) 2026-08-16 13:46:50 -05:00
memory-landscape.md chore: improve worktree tooling and security docs 2026-04-10 22:26:30 -05:00
observability.md fix(server): stamp built commit into service.version (#11748) 2026-08-19 21:20:40 -07:00