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paperclip/doc/execution-semantics.md
T
Dotta 09d0678840 [codex] Harden heartbeat scheduling and runtime controls (#4223)
## Thinking Path

> - Paperclip orchestrates AI agents through issue checkout, heartbeat
runs, routines, and auditable control-plane state
> - The runtime path has to recover from lost local processes, transient
adapter failures, blocked dependencies, and routine coalescing without
stranding work
> - The existing branch carried several reliability fixes across
heartbeat scheduling, issue runtime controls, routine dispatch, and
operator-facing run state
> - These changes belong together because they share backend contracts,
migrations, and runtime status semantics
> - This pull request groups the control-plane/runtime slice so it can
merge independently from board UI polish and adapter sandbox work
> - The benefit is safer heartbeat recovery, clearer runtime controls,
and more predictable recurring execution behavior

## What Changed

- Adds bounded heartbeat retry scheduling, scheduled retry state, and
Codex transient failure recovery handling.
- Tightens heartbeat process recovery, blocker wake behavior, issue
comment wake handling, routine dispatch coalescing, and
activity/dashboard bounds.
- Adds runtime-control MCP tools and Paperclip skill docs for issue
workspace runtime management.
- Adds migrations `0061_lively_thor_girl.sql` and
`0062_routine_run_dispatch_fingerprint.sql`.
- Surfaces retry state in run ledger/agent UI and keeps related shared
types synchronized.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/routines-service.test.ts`
- `pnpm exec vitest run src/tools.test.ts` from `packages/mcp-server`

## Risks

- Medium risk: this touches heartbeat recovery and routine dispatch,
which are central execution paths.
- Migration order matters if split branches land out of order: merge
this PR before branches that assume the new runtime/routine fields.
- Runtime retry behavior should be watched in CI and in local operator
smoke tests because it changes how transient failures are resumed.

> 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-based coding agent runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat 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 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
- [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
2026-04-21 12:24:11 -05:00

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Markdown

# Execution Semantics
Status: Current implementation guide
Date: 2026-04-13
Audience: Product and engineering
This document explains how Paperclip interprets issue assignment, issue status, execution runs, wakeups, parent/sub-issue structure, and blocker relationships.
`doc/SPEC-implementation.md` remains the V1 contract. This document is the detailed execution model behind that contract.
## 1. Core Model
Paperclip separates four concepts that are easy to blur together:
1. structure: parent/sub-issue relationships
2. dependency: blocker relationships
3. ownership: who is responsible for the issue now
4. execution: whether the control plane currently has a live path to move the issue forward
The system works best when those are kept separate.
## 2. Assignee Semantics
An issue has at most one assignee.
- `assigneeAgentId` means the issue is owned by an agent
- `assigneeUserId` means the issue is owned by a human board user
- both cannot be set at the same time
This is a hard invariant. Paperclip is single-assignee by design.
## 3. Status Semantics
Paperclip issue statuses are not just UI labels. They imply different expectations about ownership and execution.
### `backlog`
The issue is not ready for active work.
- no execution expectation
- no pickup expectation
- safe resting state for future work
### `todo`
The issue is actionable but not actively claimed.
- it may be assigned or unassigned
- no checkout/execution lock is required yet
- for agent-assigned work, Paperclip may still need a wake path to ensure the assignee actually sees it
### `in_progress`
The issue is actively owned work.
- requires an assignee
- for agent-owned issues, this is a strict execution-backed state
- for user-owned issues, this is a human ownership state and is not backed by heartbeat execution
For agent-owned issues, `in_progress` should not be allowed to become a silent dead state.
### `blocked`
The issue cannot proceed until something external changes.
This is the right state for:
- waiting on another issue
- waiting on a human decision
- waiting on an external dependency or system
- work that automatic recovery could not safely continue
### `in_review`
Execution work is paused because the next move belongs to a reviewer or approver, not the current executor.
### `done`
The work is complete and terminal.
### `cancelled`
The work will not continue and is terminal.
## 4. Agent-Owned vs User-Owned Execution
The execution model differs depending on assignee type.
### Agent-owned issues
Agent-owned issues are part of the control plane's execution loop.
- Paperclip can wake the assignee
- Paperclip can track runs linked to the issue
- Paperclip can recover some lost execution state after crashes/restarts
### User-owned issues
User-owned issues are not executed by the heartbeat scheduler.
- Paperclip can track the ownership and status
- Paperclip cannot rely on heartbeat/run semantics to keep them moving
- stranded-work reconciliation does not apply to them
This is why `in_progress` can be strict for agents without forcing the same runtime rules onto human-held work.
## 5. Checkout and Active Execution
Checkout is the bridge from issue ownership to active agent execution.
- checkout is required to move an issue into agent-owned `in_progress`
- `checkoutRunId` represents issue-ownership lock for the current agent run
- `executionRunId` represents the currently active execution path for the issue
These are related but not identical:
- `checkoutRunId` answers who currently owns execution rights for the issue
- `executionRunId` answers which run is actually live right now
Paperclip already clears stale execution locks and can adopt some stale checkout locks when the original run is gone.
## 6. Parent/Sub-Issue vs Blockers
Paperclip uses two different relationships for different jobs.
### Parent/Sub-Issue (`parentId`)
This is structural.
Use it for:
- work breakdown
- rollup context
- explaining why a child issue exists
- waking the parent assignee when all direct children become terminal
Do not treat `parentId` as execution dependency by itself.
### Blockers (`blockedByIssueIds`)
This is dependency semantics.
Use it for:
- \"this issue cannot continue until that issue changes state\"
- explicit waiting relationships
- automatic wakeups when all blockers resolve
Blocked issues should stay idle while blockers remain unresolved. Paperclip should not create a queued heartbeat run for that issue until the final blocker is done and the `issue_blockers_resolved` wake can start real work.
If a parent is truly waiting on a child, model that with blockers. Do not rely on the parent/child relationship alone.
## 7. Consistent Execution Path Rules
For agent-assigned, non-terminal, actionable issues, Paperclip should not leave work in a state where nobody is working it and nothing will wake it.
The relevant execution path depends on status.
### Agent-assigned `todo`
This is dispatch state: ready to start, not yet actively claimed.
A healthy dispatch state means at least one of these is true:
- the issue already has a queued/running wake path
- the issue is intentionally resting in `todo` after a successful agent heartbeat, not after an interrupted dispatch
- the issue has been explicitly surfaced as stranded
### Agent-assigned `in_progress`
This is active-work state.
A healthy active-work state means at least one of these is true:
- there is an active run for the issue
- there is already a queued continuation wake
- the issue has been explicitly surfaced as stranded
## 8. Crash and Restart Recovery
Paperclip now treats crash/restart recovery as a stranded-assigned-work problem, not just a stranded-run problem.
There are two distinct failure modes.
### 8.1 Stranded assigned `todo`
Example:
- issue is assigned to an agent
- status is `todo`
- the original wake/run died during or after dispatch
- after restart there is no queued wake and nothing picks the issue back up
Recovery rule:
- if the latest issue-linked run failed/timed out/cancelled and no live execution path remains, Paperclip queues one automatic assignment recovery wake
- if that recovery wake also finishes and the issue is still stranded, Paperclip moves the issue to `blocked` and posts a visible comment
This is a dispatch recovery, not a continuation recovery.
### 8.2 Stranded assigned `in_progress`
Example:
- issue is assigned to an agent
- status is `in_progress`
- the live run disappeared
- after restart there is no active run and no queued continuation
Recovery rule:
- Paperclip queues one automatic continuation wake
- if that continuation wake also finishes and the issue is still stranded, Paperclip moves the issue to `blocked` and posts a visible comment
This is an active-work continuity recovery.
## 9. Startup and Periodic Reconciliation
Startup recovery and periodic recovery are different from normal wakeup delivery.
On startup and on the periodic recovery loop, Paperclip now does three things in sequence:
1. reap orphaned `running` runs
2. resume persisted `queued` runs
3. reconcile stranded assigned work
That last step is what closes the gap where issue state survives a crash but the wake/run path does not.
## 10. What This Does Not Mean
These semantics do not change V1 into an auto-reassignment system.
Paperclip still does not:
- automatically reassign work to a different agent
- infer dependency semantics from `parentId` alone
- treat human-held work as heartbeat-managed execution
The recovery model is intentionally conservative:
- preserve ownership
- retry once when the control plane lost execution continuity
- escalate visibly when the system cannot safely keep going
## 11. Practical Interpretation
For a board operator, the intended meaning is:
- agent-owned `in_progress` should mean \"this is live work or clearly surfaced as a problem\"
- agent-owned `todo` should not stay assigned forever after a crash with no remaining wake path
- parent/sub-issue explains structure
- blockers explain waiting
That is the execution contract Paperclip should present to operators.